| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| 12 West Capital Management LP | 2,728,370 | 3,638,303 | +909,933 | 3.02 | 3.30 | +0.28 | buy |
| Greenhouse Funds LLLP | 4,043,199 | 4,879,795 | +836,596 | 4.25 | 3.87 | -0.38 | buy |
| Nebula Research & Development LLC | 18,596 | 32,342 | +13,746 | 0.18 | 0.17 | -0.01 | buy |
| Renaissance Capital LLC | 26,337 | 34,424 | +8,087 | 0.19 | 0.18 | -0.01 | buy |
| Baldwin Investment Management, LLC | 34,525 | 35,575 | +1,050 | 0.07 | 0.06 | -0.01 | buy |
| Roubaix Capital, LLC | 241,529 | 242,557 | +1,028 | 2.29 | 1.79 | -0.50 | buy |
| JANUS HENDERSON GROUP PLC | 2,739,668 | 2,739,412 | +256 | 0.02 | 0.02 | 0.00 | sell |
| ArrowMark Colorado Holdings LLC | 4,917,001 | 3,719,022 | -1,197,979 | 0.70 | 0.45 | -0.24 | sell |
| Revolution Growth Management Company, Inc. | 7,966,312 | 6,366,312 | -1,600,000 | 24.33 | 20.97 | -3.36 | sell |