| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Durable Capital Partners LP | 4,439,516 | 5,312,607 | +873,091 | 3.30 | 3.95 | +0.65 | buy |
| Capital World Investors | 1,219,800 | 1,348,432 | +128,632 | 0.02 | 0.02 | +0.00 | buy |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,913,192 | 2,031,419 | +118,227 | 0.52 | 0.56 | +0.04 | buy |
| PALISADE CAPITAL MANAGEMENT, LP | 138,916 | 174,027 | +35,111 | 0.32 | 0.43 | +0.12 | buy |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 49,000 | 67,500 | +18,500 | 0.68 | 0.80 | +0.12 | buy |
| Granahan Investment Management, LLC | 55,257 | 70,286 | +15,029 | 0.16 | 0.22 | +0.06 | buy |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,820,797 | 2,835,535 | +14,738 | 0.66 | 0.67 | +0.01 | buy |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 646,208 | 657,685 | +11,477 | 0.36 | 0.36 | +0.00 | buy |
| WESTPAC BANKING CORP | 20,786 | 27,182 | +6,396 | 0.13 | 0.21 | +0.08 | buy |
| Atria Investments, Inc | 13,324 | 17,055 | +3,731 | 0.02 | 0.02 | +0.01 | buy |
| Advantage Alpha Capital Partners LP | 61,457 | 65,114 | +3,657 | 1.05 | 1.16 | +0.11 | buy |
| BNP Paribas Asset Management Holding S.A. | 92,612 | 94,580 | +1,968 | 0.02 | 0.02 | +0.00 | buy |
| Curi Capital, LLC | 81,322 | 82,814 | +1,492 | 0.23 | 0.24 | +0.01 | buy |
| Triodos Investment Management BV | 12,000 | 13,000 | +1,000 | 0.10 | 0.12 | +0.02 | buy |
| Aurora Investment Counsel | 16,556 | 17,461 | +905 | 0.89 | 0.97 | +0.07 | buy |
| NewEdge Wealth, LLC | 25,566 | 26,401 | +835 | 0.07 | 0.06 | -0.00 | buy |
| Vestmark Advisory Solutions, Inc. | 25,566 | 26,289 | +723 | 0.15 | 0.13 | -0.03 | buy |
| Eagle Bay Advisors LLC | 563 | 1,240 | +677 | 0.02 | 0.07 | +0.05 | buy |
| Cannon Global Investment Management, LLC | 4,500 | 5,000 | +500 | 2.56 | 3.54 | +0.98 | buy |
| MISSION WEALTH MANAGEMENT, LP | 10,173 | 10,588 | +415 | 0.03 | 0.03 | +0.00 | buy |
| SEGALL BRYANT & HAMILL, LLC | 77,746 | 77,965 | +219 | 0.07 | 0.14 | +0.07 | buy |
| Utah Retirement Systems | 9,855 | 9,955 | +100 | 0.01 | 0.01 | +0.00 | buy |
| BENJAMIN EDWARDS INC | 335 | 357 | +22 | 0.01 | 0.01 | +0.00 | buy |
| Provenance Wealth Advisors, LLC | 12 | 29 | +17 | 0.00 | 0.00 | +0.00 | buy |
| Great Diamond Partners, LLC | 2,748 | 2,749 | +1 | 0.06 | 0.06 | +0.00 | buy |
| Balentine LLC | 2,967 | 2,934 | -33 | 0.01 | 0.01 | +0.00 | sell |
| LOOMIS SAYLES & CO L P | 137 | 88 | -49 | 0.00 | 0.00 | -0.00 | sell |
| REGIONS FINANCIAL CORP | 2,495 | 2,419 | -76 | 0.00 | 0.00 | +0.00 | sell |
| LVW Advisors, LLC | 5,274 | 5,143 | -131 | 0.09 | 0.09 | +0.00 | sell |
| Stonehage Fleming Financial Services Holdings Ltd | 4,625 | 4,294 | -331 | 0.03 | 0.01 | -0.02 | sell |
| Advisor OS, LLC | 7,579 | 7,160 | -419 | 0.09 | 0.09 | -0.00 | sell |
| Accretive Wealth Partners, LLC | 8,169 | 7,587 | -582 | 0.40 | 0.34 | -0.05 | sell |
| ABN AMRO INVESTMENT SOLUTIONS | 32,218 | 31,570 | -648 | 0.05 | 0.05 | +0.00 | sell |
| Mission Creek Capital Partners, Inc. | 6,700 | 5,650 | -1,050 | 0.18 | 0.14 | -0.05 | sell |
| Perpetual Ltd | 14,945 | 13,844 | -1,101 | 0.01 | 0.01 | +0.00 | sell |
| AMI ASSET MANAGEMENT CORP | 29,908 | 28,799 | -1,109 | 0.15 | 0.15 | -0.00 | sell |
| BROWN CAPITAL MANAGEMENT LLC | 34,635 | 33,338 | -1,297 | 0.04 | 0.05 | +0.00 | sell |
| Conestoga Capital Advisors, LLC | 189,765 | 187,465 | -2,300 | 0.27 | 0.27 | -0.00 | sell |
| NORDEA INVESTMENT MANAGEMENT AB | 154,138 | 151,032 | -3,106 | 0.02 | 0.02 | +0.00 | sell |
| TRILLIUM ASSET MANAGEMENT, LLC | 356,982 | 352,953 | -4,029 | 0.88 | 0.91 | +0.03 | sell |
| Holocene Advisors, LP | 32,012 | 25,208 | -6,804 | 0.01 | 0.01 | -0.00 | sell |
| Stephens Investment Management Group LLC | 565,146 | 556,643 | -8,503 | 0.76 | 0.77 | +0.01 | sell |
| GENEVA CAPITAL MANAGEMENT LLC | 598,949 | 589,331 | -9,618 | 1.03 | 1.05 | +0.02 | sell |
| Bridgewater Associates, LP | 18,069 | 6,359 | -11,710 | 0.01 | 0.00 | -0.01 | sell |
| MIROVA | 33,695 | 21,465 | -12,230 | 0.55 | 0.41 | -0.14 | sell |
| Dai-ichi Life Insurance Company, Ltd | 26,650 | 13,350 | -13,300 | 0.05 | 0.03 | -0.02 | sell |
| GW&K Investment Management, LLC | 537,238 | 516,705 | -20,533 | 0.44 | 0.45 | +0.01 | sell |
| Granite Investment Partners, LLC | 74,373 | 51,927 | -22,446 | 0.25 | 0.19 | -0.06 | sell |
| Graham Capital Management, L.P. | 35,815 | 12,861 | -22,954 | 0.07 | 0.03 | -0.04 | sell |
| DF DENT & CO INC | 159,303 | 115,815 | -43,488 | 0.19 | 0.14 | -0.05 | sell |
| Liontrust Investment Partners LLP | 1,088,762 | 1,022,962 | -65,800 | 1.42 | 1.40 | -0.02 | sell |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 774,716 | 592,627 | -182,089 | 0.69 | 0.56 | -0.13 | sell |
| Burgundy Asset Management Ltd. | 398,058 | 164,983 | -233,075 | 0.40 | 0.17 | -0.23 | sell |
| BAMCO INC /NY/ | 2,022,572 | 1,713,999 | -308,573 | 0.48 | 0.43 | -0.05 | sell |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,897,282 | 2,579,619 | -317,663 | 0.08 | 0.08 | -0.00 | sell |
| T. Rowe Price Investment Management, Inc. | 4,473,511 | 3,765,243 | -708,268 | 0.26 | 0.23 | -0.03 | sell |