IT
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 15.2 | P/B | 56.84 |
| EPS (TTM) | 9.65 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 6.9M | 0.0% | −2% |
| BAMCO INC /NY/ | 5.9M | 2.8% | +40% |
| Independent Franchise Partners LLP | 4.6M | 5.1% | +39% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | n/a | n/a |
| AQR Capital Management | 3.6M | 0.3% | +89% |
Top institutional owners for IT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| AUG 31 | Kranich Robin B | SELL | 3K | −$644K |
| AUG 26 | Jain Akhil | SELL | 700 | −$141K |
| AUG 12 | Genovese Yvonne | SELL | 1K | −$229K |
| AUG 11 | Herkes Claire | SELL | 1K | −$198K |
| AUG 11 | FUCHS ANNE SUTHERLAND | SELL | 860 | −$159K |
0 insider buys, 5 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.