Manager holders · last 4 qtrsⓘ
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$530M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Baillie GiffordⓘTrim-22.2%$364M0.37%Long-term growth / Global allocation
SandsⓘTrim-7.1%$166M0.65%High-conviction growth / Innovation-led
What managers sayⓘ
2026-07-07Baillie GiffordBullGlobal Alpha Forum: the changing growth opportunity setDetail →
2026-04-28Starboard Value LPNeutralStarboard Value LP Letter to DT Management and BoardDetail →
2022-07-20Voss CapitalBullStock Comp in Software — Hidden Margin Deterioration?Detail →
Earnings Callsⓘ
No earnings call data yet
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K
5y revenue CAGR 35% · latest net margin 3.1% · FCF consistently positive
Revenue$3.43B
Rev. YoY+27.7%
Gross margin80%
Net margin3.1%
Net income$0.11B
Free cash flow$1.00B
Operating cash flow$1.05B
ROE2.9%