Security

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CUSIP 98980L101 Equity holders as of 2026 Q1 (each manager’s latest book)

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owners 11
max % 2.1%
tracked value $3.2B
qoq N 3 A 5 R 2

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Gavin Baker - Atreides Management, LP 2026 Q1 2.1% New 2.1% 1,315,605 $106M hist
Scott Miller - Greenhaven Road Investment Management, L.P. 2026 Q1 1.4% New 1.4% 25,000 $2M hist
Renaissance Technologies LLC 2026 Q1 0.3% Reduce -0.10 pp 2,458,804 $198M hist
Two Sigma Investments, LP 2025 Q4 0.1% Exit -0.07 pp 598,343 $52M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% New 0.1% 606,952 $49M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.02 pp 232,729 $19M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.05 pp 4,230,754 $340M hist
Vanguard Group Inc. 2025 Q4 0.0% Add 0.00 pp 26,967,224 $2.3B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.02 pp 705,685 $57M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 652,654 $52M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 6,044 $486 hist

11 tracked managers · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2024 FY2025 FY2026
Revenue $4.39B $4.53B $4.67B $4.87B
Gross profit $3.29B $3.45B $3.54B $3.75B
Gross margin * 74.9% 76.2% 75.8% 77.0%
Net income $103.71M $637.46M $1.01B $1.9B
Net margin * 2.4% 14.1% 21.7% 39.0%

Balance sheet

line FY2023 FY2024 FY2025 FY2026
Total current assets $6.36B $7.93B $8.68B $8.66B
Total non-current assets * $1.77B $2B $2.31B $3.3B
Total assets $8.13B $9.93B $10.99B $11.96B
Total current liabilities $1.74B $1.76B $1.9B $2B
Total non-current liabilities * $182.81M $148.2M $150.04M $152.97M
Total equity $6.21B $8.02B $8.94B $9.81B

Cash flow

line FY2023 FY2024 FY2025 FY2026
Cash from operations $1.29B $1.6B $1.95B $1.99B
Cash from investing -$318.32M -$1.18B -$1.11B -$278.9M
Cash from financing -$936.94M $60.19M -$1.03B -$1.81B
Net change in cash $26.89M $465.14M -$203.96M -$77.64M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0001585521

ownership over time

filing count by report period · click a bar for that quarter’s holders