GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,653,045 shares; 2025Q1: 2,590,845 shares; 2025Q2: 2,409,445 shares; 2025Q3: 2,152,645 shares; 2025Q4: 2,005,645 shares; 2026Q1: 1,682,045 shares 1,682,045 $484M 10.45% -323,600 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,493,960 shares; 2025Q1: 1,418,760 shares; 2025Q2: 1,266,160 shares; 2025Q3: 1,266,160 shares; 2025Q4: 1,266,160 shares; 2026Q1: 1,166,360 shares 1,166,360 $352M 7.61% -99,800 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,073,749 shares; 2025Q1: 1,073,749 shares; 2025Q2: 1,018,149 shares; 2025Q3: 987,649 shares; 2025Q4: 987,649 shares; 2026Q1: 901,849 shares 901,849 $334M 7.21% -85,800 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,287,305 shares; 2025Q1: 1,344,005 shares; 2025Q2: 1,290,905 shares; 2025Q3: 1,282,905 shares; 2025Q4: 1,264,905 shares; 2026Q1: 1,414,810 shares 1,414,810 $259M 5.59% +149,905 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 259,700 shares; 2025Q1: 267,800 shares; 2025Q2: 267,800 shares; 2025Q3: 255,300 shares; 2025Q4: 208,700 shares; 2026Q1: 171,200 shares 171,200 $252M 5.44% -37,500 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,469,500 shares; 2025Q1: 3,390,600 shares; 2025Q2: 3,030,100 shares; 2025Q3: 2,824,700 shares; 2025Q4: 2,244,600 shares; 2026Q1: 1,951,700 shares 1,951,700 $247M 5.33% -292,900 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 962,600 shares; 2025Q2: 1,060,600 shares; 2025Q3: 1,243,000 shares; 2025Q4: 1,243,000 shares; 2026Q1: 1,179,100 shares 1,179,100 $246M 5.31% -63,900 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 521,468 shares; 2025Q1: 483,968 shares; 2025Q2: 465,868 shares; 2025Q3: 465,868 shares; 2025Q4: 465,868 shares; 2026Q1: 451,568 shares 451,568 $197M 4.26% -14,300 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,480 shares; 2025Q1: 61,880 shares; 2025Q2: 58,947 shares; 2025Q3: 60,747 shares; 2025Q4: 57,997 shares; 2026Q1: 55,897 shares 55,897 $189M 4.08% -2,100 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 621,600 shares; 2025Q1: 732,600 shares; 2025Q2: 732,600 shares; 2025Q3: 772,600 shares; 2025Q4: 752,800 shares; 2026Q1: 668,500 shares 668,500 $186M 4.01% -84,300 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 962,580 shares; 2025Q1: 876,380 shares; 2025Q2: 856,780 shares; 2025Q3: 931,980 shares; 2025Q4: 860,880 shares; 2026Q1: 731,680 shares 731,680 $186M 4.01% -129,200 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,200 shares; 2025Q1: 46,000 shares; 2025Q2: 43,796 shares; 2025Q3: 43,796 shares; 2025Q4: 43,796 shares; 2026Q1: 43,796 shares 43,796 $184M 3.98% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 774,000 shares; 2025Q1: 774,000 shares; 2025Q2: 754,500 shares; 2025Q3: 754,500 shares; 2025Q4: 754,500 shares; 2026Q1: 754,500 shares 754,500 $181M 3.9% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,099,081 shares; 2025Q1: 1,099,081 shares; 2025Q2: 1,081,581 shares; 2025Q3: 1,081,581 shares; 2025Q4: 1,000,281 shares; 2026Q1: 908,081 shares 908,081 $176M 3.81% -92,200 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 357,305 shares; 2025Q1: 357,305 shares; 2025Q2: 357,305 shares; 2025Q3: 371,405 shares; 2025Q4: 360,005 shares; 2026Q1: 341,705 shares 341,705 $168M 3.63% -18,300 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,992 shares; 2025Q1: 58,792 shares; 2025Q2: 53,792 shares; 2025Q3: 413,492 shares; 2025Q4: 439,292 shares; 2026Q1: 463,292 shares 463,292 $159M 3.43% +24,000 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 195,300 shares; 2025Q1: 177,000 shares; 2025Q2: 159,400 shares; 2025Q3: 159,400 shares; 2025Q4: 159,400 shares; 2026Q1: 148,500 shares 148,500 $148M 3.2% -10,900 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 721,272 shares; 2025Q1: 721,272 shares; 2025Q2: 721,272 shares; 2025Q3: 721,272 shares; 2025Q4: 721,272 shares; 2026Q1: 721,272 shares 721,272 $147M 3.17% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 316,981 shares; 2025Q1: 316,981 shares; 2025Q2: 299,281 shares; 2025Q3: 299,281 shares; 2025Q4: 299,281 shares; 2026Q1: 299,281 shares 299,281 $129M 2.8% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,849,461 shares; 2025Q1: 1,849,461 shares; 2025Q2: 1,849,461 shares; 2025Q3: 1,849,461 shares; 2025Q4: 1,849,461 shares; 2026Q1: 1,849,461 shares 1,849,461 $97.7M 2.11% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,879 shares; 2025Q1: 74,879 shares; 2025Q2: 74,879 shares; 2025Q3: 78,379 shares; 2025Q4: 78,379 shares; 2026Q1: 73,379 shares 73,379 $39.6M 0.85% -5,000 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197,285 shares; 2025Q1: 176,285 shares; 2025Q2: 176,285 shares; 2025Q3: 236,285 shares; 2025Q4: 236,285 shares; 2026Q1: 211,285 shares 211,285 $33.4M 0.72% -25,000 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,326 shares; 2025Q1: 75,826 shares; 2025Q2: 75,826 shares; 2025Q3: 72,326 shares; 2025Q4: 62,826 shares; 2026Q1: 58,126 shares 58,126 $32.7M 0.71% -4,700 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,380 shares; 2025Q1: 126,380 shares; 2025Q2: 126,380 shares; 2025Q3: 126,380 shares; 2025Q4: 120,880 shares; 2026Q1: 120,880 shares 120,880 $30.3M 0.66% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 236,176 shares; 2025Q1: 220,176 shares; 2025Q2: 220,176 shares; 2025Q3: 231,176 shares; 2025Q4: 249,176 shares; 2026Q1: 249,176 shares 249,176 $30.2M 0.65% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 126,000 shares; 2025Q1: 120,500 shares; 2025Q2: 120,500 shares; 2025Q3: 120,500 shares; 2025Q4: 135,500 shares; 2026Q1: 156,500 shares 156,500 $27.5M 0.59% +21,000 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 284,000 shares; 2025Q1: 284,000 shares; 2025Q2: 262,000 shares; 2025Q3: 389,000 shares; 2025Q4: 406,000 shares; 2026Q1: 406,000 shares 406,000 $26.5M 0.57% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 777,719 shares; 2025Q1: 702,719 shares; 2025Q2: 596,719 shares; 2025Q3: 596,719 shares; 2025Q4: 563,719 shares; 2026Q1: 414,719 shares 414,719 $22.2M 0.48% -149,000 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 465,000 shares; 2025Q1: 408,000 shares; 2025Q2: 463,000 shares; 2025Q3: 543,000 shares; 2025Q4: 543,000 shares; 2026Q1: 403,000 shares 403,000 $19.9M 0.43% -140,000 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,000 shares; 2025Q1: 138,500 shares; 2025Q2: 138,500 shares; 2025Q3: 138,500 shares; 2025Q4: 138,500 shares; 2026Q1: 138,500 shares 138,500 $18.4M 0.4% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 38,000 shares; 2026Q1: 38,000 shares 38,000 $18.3M 0.39% 0 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,500 shares; 2025Q1: 175,500 shares; 2025Q2: 175,500 shares; 2025Q3: 185,500 shares; 2025Q4: 185,500 shares; 2026Q1: 185,500 shares 185,500 $10.3M 0.22% 0 Timeline