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PowerFleet, Inc. (AIOT)

USD4.43 +0.13 (+2.91%)
US NASDAQ Technology Communication Equipment
Address 123 Tice Boulevard 7677
Woodcliff Lake, NJ, US
CEO Steve Towe
IPO 1999-06-30
CIK 1774170 ISIN US73931J1097

Explore sections of this company profile

Also trades on NASDAQ Global Market · AIOT (USD) NASDAQ Global Market · PWFL (USD) Tel Aviv Stock Exchange · PWFL.TA (ILA)
Description

Operating across the United States, Israel, and other international markets, PowerFleet, Inc. specializes in wireless Internet-of-Things (IoT) solutions designed for asset management. The company's technology gathers real-time Internet-of-Things (IoT) data from a wide range of assets using specialized devices and sensors. This allows organizations to gain immediate insights, leading to improved operational efficiencies, enhanced safety and security protocols, and ultimately, increased profitability. These insights are delivered through user-friendly reports, intuitive dashboards, and instant alerts. Furthermore, PowerFleet provides application programming interfaces (APIs) to facilitate seamless integration with existing enterprise management systems and third-party applications. In addition to its core offerings, PowerFleet extends its services to include hosting, ongoing maintenance, comprehensive support, and strategic consulting. It also offers a Software-as-a-Service (SaaS) model, encompassing system monitoring, technical help desk assistance, development of escalation procedures, regular diagnostic data analysis, and timely software updates. Its diverse product portfolio is marketed under the PowerFleet, Pointer, and Cellocator brand names. PowerFleet caters to a broad clientele, serving both commercial enterprises and government entities across numerous sectors. These include general and automotive manufacturing, wholesale and retail, food and grocery distribution, pharmaceutical and medical distribution, construction, mining, utilities, heavy industry, aerospace and defense, homeland security, and various segments of the transportation industry, such as vehicle rental, logistics, shipping, and freight. The company utilizes both direct sales approaches and indirect channels, partnering with original equipment manufacturers (OEMs), vehicle importers, distributors, and industrial equipment dealers. Established in 1993, the company, formerly known as I.D. Systems, Inc., maintains its corporate headquarters in Woodcliff Lake, New Jersey.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD4.43 +0.13 (+2.91%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.42
Float Shares
125.35M
Free Float %
93.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+8.31% +13.33% +21.43% +9.52% -21.33% -26.50% -14.07% -18.03% -18.03% -18.03% -18.03%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Buy
Price Targets & DCF
Current price
4.43
Low 7.00 +58.2%
Consensus 8.00 +80.8%
Median 8.00 +80.8%
High 9.00 +103.4%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 5 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 3
8.00
+80.8%
Quality scores
Altman Z-Score
0.85
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Communication Equipment: +9.8%
    +22.4% Q1'26: +7.6% (vs Q1'25)
  • EPS growth Communication Equipment: +36.4%
    +65.1% Q1'26: +81.9% (vs Q1'25)
  • FCF margin FCF growth · Communication Equipment: +59.0%
    +16.9% Q1'26: +5.3% (vs Q1'25)
  • EBIT margin Communication Equipment: +4.7%
    +6.8% Q1'26: +19.9% (vs Q1'25)
  • ROIC Communication Equipment: +3.7%
    +4.1% Q1'26: +12.3% (vs Q1'25)
  • Share dilution Communication Equipment: +0.0%
    +11.6% Q1'26: +1.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Communication Equipment: -1.04×
    3.29× Q1'26: 2.10× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.38) × ERP
WACC = 62% × Ke + 38% × Kd (7.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 4.43
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Mar 2016
actual
Mar 2016
actual
Mar 2017
actual
Mar 2018
actual
Mar 2019
actual
Mar 2020
actual
Mar 2021
actual
Mar 2022
actual
Mar 2023
actual
Mar 2024
actual
Mar 2025
actual
Mar 2026
6 Rev. Ana.
4 EPS Ana.
Mar 2027
6 Rev. Ana.
4 EPS Ana.
Mar 2028
3 Rev. Ana.
2 EPS Ana.
Revenue
41.78M
est: 42.35M (-1.3%)
36.82M
est: 42.35M (-13.0%)
36.31M
est.
40.96M
est: 41.24M (-0.7%)
53.06M
est: 53.10M (-0.1%)
81.92M
est: 81.98M (-0.1%)
113.59M
est: 112.56M (+0.9%)
125.96M
est: 123.41M (+2.1%)
135.16M
est: 136.49M (-1.0%)
362.52M
est: 133.03M (+172.5%)
362.52M
est: 362.50M (+0.0%)
442.28M
441.85M – 443.00M
+22.0% YoY
487.25M
483.53M – 489.22M
+10.2% YoY
535.56M
533.26M – 537.85M
+9.9% YoY
EBITDA
-9.57M
est: 3.75M (-355.0%)
-5.39M
est: 3.75M (-243.7%)
3.22M
est.
-2.71M
est: 3.65M (-174.1%)
-4.08M
est: 4.70M (-186.7%)
-1.80M
est: 7.26M (-124.8%)
7.75M
est: 9.97M (-22.3%)
434.0K
est: 10.93M (-96.0%)
7.83M
est: 12.09M (-35.3%)
56.80M
est: 11.79M (+382.0%)
56.80M
est: 41.93M (+35.5%)
51.16M
51.11M – 51.24M
+22.0% YoY
56.36M
55.93M – 56.59M
+10.2% YoY
61.95M
61.68M – 62.21M
+9.9% YoY
EBIT
-10.28M
est: -304.4K (-3,278.6%)
-6.08M
est: -304.4K (-1,896.7%)
-261.0K
est.
-3.75M
est: -296.4K (-1,165.3%)
-5.64M
est: -381.7K (-1,377.4%)
-4.62M
est: -589.2K (-684.6%)
-3.51M
est: -809.0K (-333.3%)
-8.12M
est: -887.0K (-815.3%)
-3.19M
est: -981.0K (-225.4%)
15.04M
est: -956.1K (+1,673.3%)
15.04M
est: 4.55M (+230.9%)
5.55M
5.54M – 5.56M
+22.0% YoY
6.11M
6.06M – 6.14M
+10.2% YoY
6.72M
6.69M – 6.74M
+9.9% YoY
Net Income
-9.95M
est: -68.73M (+85.5%)
-6.37M
est: -68.73M (+90.7%)
-29.17M
est.
-3.87M
est: -3.60M (-7.6%)
-5.81M
est: 1.92M (-403.0%)
-10.96M
est: 16.06M (-168.2%)
-9.01M
est: -7.59M (-18.6%)
-12.77M
est: -1.60M (-698.7%)
-7.00M
est: 5.59M (-225.2%)
-50.99M
est: -8.39M (-507.6%)
-50.99M
est: -38.91M (-31.0%)
-18.28M
-19.69M – -16.88M
+53.0% YoY
6.32M
1.84M – 16.52M
+134.6% YoY
26.67M
17.79M – 44.94M
+321.7% YoY
SGA
22.75M
est: 11.57M (+96.6%)
20.13M
est: 11.57M (+73.9%)
9.92M
est.
21.05M
est: 11.27M (+86.8%)
24.67M
est: 14.51M (+70.0%)
est: 22.40M (-100.0%)
52.03M
est: 30.76M (+69.1%)
56.50M
est: 33.72M (+67.5%)
62.15M
est: 37.30M (+66.6%)
85.36M
est: 57.62M (+48.1%)
204.36M
est: 157.86M (+29.5%)
192.60M
192.42M – 192.92M
+22.0% YoY
212.18M
210.57M – 213.04M
+10.2% YoY
233.22M
232.22M – 234.22M
+9.9% YoY
EPS
-0.26
est: -0.57 (+54.1%)
-0.16
est: -0.57 (+71.5%)
-0.24
est.
-0.09
est: -0.03 (-188.9%)
-0.11
est: 0.02 (-808.3%)
-0.18
est: 0.13 (-234.3%)
-0.10
est: -0.06 (-57.9%)
-0.64
est: -0.01 (-4,700.1%)
-0.07
est: 0.05 (-242.9%)
-1.09
est: -0.07 (-1,457.1%)
-0.43
est: -0.35 (-24.6%)
-0.14
-0.15 – -0.13
+60.4% YoY
0.06
0.01 – 0.12
+142.7% YoY
0.21
0.13 – 0.34
+260.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-27 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-26 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-22 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-21 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-20 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-19 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-18 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-15 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-14 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-13 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-12 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-11 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-08 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-07 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-06 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-04 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-01 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-30 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-29 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-27 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
24.52M
OE per share TTM
0.18
Owner's Yield
4.69%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
13.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
199
Total invested
364.89M
Insider transactions (90d)
2
Beneficial owners (>5%)
20
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Private Capital Management, LLC     (46-3167283) 6.86M 6.35% 3.13M 3.73M 3.13M 3.73M IA 2024-05-06
2 Cynthia Paul 3.58M 9.96% 3.58M 3.58M HC, IN 2022-02-14
3 Lynrock Lake LP 3.58M 9.96% 3.58M 3.58M IA, PN 2022-02-14
4 Lynrock Lake Partners LLC 3.58M 9.96% 3.58M 3.58M HC, OO 2022-02-14
5 94-3366999 2.76M 9.31% 2.76M IA USA 2020-02-14
6 J. Carlo Cannell 2.76M 9.31% 2.76M HC USA 2020-02-14
7 North Run Advisors, LLC 2.23M 6.20% 2.23M HC, OO Delaware 2022-02-14
8 North Run Capital, LP 2.23M 6.20% 2.23M IA, PN Delaware 2022-02-14
9 Thomas B. Ellis 2.23M 6.20% 2.23M HC, IN Delaware 2022-02-14
10 Todd B. Hammer 2.23M 6.20% 2.23M HC, IN Delaware 2022-02-14
11 Private Capital Management, LLC (46-3167283) 2.23M 6.20% 1.27M 959.9K 1.27M IA Delaware 2022-02-04
12 The Phoenix Holding Ltd. 2.17M 6.03% 2.17M 2.17M CO Israel 2022-02-07
13 52-2343049 1.92M 5.16% 1.92M 1.92M IA New York 2024-01-24
14 Barak Dotan 1.90M 6.50% 1.90M 1.90M IN Israel 2019-10-15
15 DBSI Investments Ltd. 1.90M 6.50% 1.90M 1.90M CO Israel 2019-10-15
16 Yossi Ben Shalom 1.90M 6.50% 1.90M 1.90M IN Israel 2019-10-15
17 The Vanguard Group - 23-1945930 1.63M 5.23% 19.7K IA Pennsylvania For 2021-02-10
18 Delek Group Ltd. 1.56M 5.29% 1.56M 1.56M CO Israel 2019-10-30
19 Mr. Gregg J. Powers 300.0K 0.28% 300.0K 6.86M 300.0K 6.86M IN 2024-05-06
20 Itshak Sharon (Tshuva) 0.00% IN Israel 2020-02-18

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
199
+3 vs prev Q
New positions
34
Closed positions
34
Increased
115
Reduced
53
Put/Call ratio
0.80
Calls held
194.3K
Puts held
155.1K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 POTOMAC CAPITAL MANAGEMENT, INC. 206.0K +206.0K (+100.0%) 1.10B +1.1B (+100.0%) 0.15% +0.154 pp 0.88% +0.880 pp USD5.32 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 9.61M +149.0K (+1.6%) 51.15M +1.5M (+3.1%) 7.19% +0.095 pp 0.00% +0.000 pp USD4.99 +6.6% 6 qtrs
3 VANGUARD GROUP INC 9.59M -42.3K (-0.4%) 51.01M +545.3K (+1.1%) 7.18% -0.049 pp 0.00% +0.000 pp USD5.06 +5.1% 25 qtrs
4 DISCIPLINED GROWTH INVESTORS INC /MN 7.92M +567.0K (+7.7%) 42.13M +3.6M (+9.4%) 5.93% +0.411 pp 0.81% +0.108 pp USD4.90 +8.6% 8 qtrs
5 PRIVATE CAPITAL MANAGEMENT, LLC 7.58M +230.8K (+3.1%) 40.35M +1.8M (+4.7%) 5.68% +0.160 pp 3.70% +0.257 pp USD4.07 +30.7% 23 qtrs
6 PRIVATE MANAGEMENT GROUP INC 5.26M +56.5K (+1.1%) 28.01M +717.4K (+2.6%) 3.94% +0.033 pp 0.82% +0.003 pp USD5.23 +1.7% 6 qtrs
7 AWM INVESTMENT COMPANY, INC. 4.70M -1.4K (0.0%) 25.01M +368.6K (+1.5%) 3.52% -0.010 pp 2.42% +0.105 pp USD4.97 +7.0% 26 qtrs
8 ROYCE & ASSOCIATES LP 4.47M +159.3K (+3.7%) 23.79M +1.2M (+5.3%) 3.35% +0.112 pp 0.24% +0.016 pp USD5.08 +4.7% 24 qtrs
9 VOSS CAPITAL, LLC 3.95M -1.9M (-31.9%) 21.01M -9.4M (-30.9%) 2.96% -1.395 pp 1.01% -0.462 pp USD4.74 +12.2% 6 qtrs
10 325 CAPITAL LLC 3.84M +191.0K (+5.2%) 20.42M +1.3M (+6.8%) 2.87% +0.136 pp 7.15% +1.347 pp USD6.59 -19.3% 5 qtrs
11 SAMJO MANAGEMENT, LLC 3.48M +446.1K (+14.7%) 18.52M +2.6M (+16.4%) 2.61% +0.328 pp 7.16% +1.082 pp USD5.86 -9.2% 5 qtrs
12 DIMENSIONAL FUND ADVISORS LP 3.43M +340.2K (+11.0%) 18.26M +2.1M (+12.7%) 2.57% +0.249 pp 0.00% +0.000 pp USD4.97 +7.0% 19 qtrs
13 STATE STREET CORP 3.36M -373.1K (-10.0%) 17.86M -1.7M (-8.6%) 2.51% -0.286 pp 0.00% 0.000 pp USD5.08 +4.7% 23 qtrs
14 NUVEEN, LLC 3.31M +1.0M (+44.7%) 17.62M +5.6M (+46.9%) 2.48% +0.762 pp 0.00% +0.001 pp USD5.32 +0.0% 4 qtrs
15 CENTERBOOK PARTNERS LP 3.16M -456.3K (-12.6%) 16.83M -2.1M (-11.3%) 2.37% -0.348 pp 0.82% -0.115 pp USD5.10 +4.3% 7 qtrs
16 GEODE CAPITAL MANAGEMENT, LLC 2.96M +2.3K (+0.1%) 15.76M +249.6K (+1.6%) 2.22% -0.004 pp 0.00% +0.000 pp USD5.11 +4.1% 25 qtrs
17 PINNACLE ASSOCIATES LTD 2.18M +784.5K (+56.1%) 11.61M +4.3M (+58.5%) 1.63% +0.584 pp 0.15% +0.052 pp USD5.39 -1.3% 8 qtrs
18 KENNEDY CAPITAL MANAGEMENT LLC 1.97M +1.5M (+292.3%) 10.49M +7.9M (+298.3%) 1.47% +1.098 pp 0.22% +0.164 pp USD5.15 +3.3% 10 qtrs
19 LYNROCK LAKE LP 1.91M -1.4M (-42.4%) 10.15M -7.2M (-41.5%) 1.43% -1.057 pp 0.50% -0.899 pp USD5.94 -10.4% 20 qtrs
20 BANDERA PARTNERS LLC 1.88M +— (+0.0%) 10.01M +150.5K (+1.5%) 1.41% -0.003 pp 4.50% +0.177 pp USD4.91 +8.4% 8 qtrs
21 BASTION ASSET MANAGEMENT INC. 1.71M +752.8K (+78.4%) 8.85M +4.1M (+85.4%) 1.28% +0.561 pp 4.89% +2.138 pp USD5.28 +0.8% 4 qtrs
22 WASATCH ADVISORS LP 1.60M +109.7K (+7.3%) 8.52M +702.7K (+9.0%) 1.20% +0.079 pp 0.05% +0.009 pp USD4.38 +21.5% 3 qtrs
23 KOPION ASSET MANAGEMENT, LLC 1.55M +— (+0.0%) 8.27M +124.3K (+1.5%) 1.16% -0.003 pp 5.91% +0.632 pp USD5.05 +5.3% 7 qtrs
24 SILVERCREST ASSET MANAGEMENT GROUP LLC 1.42M +— (+0.0%) 7.53M +113.2K (+1.5%) 1.06% -0.003 pp 0.05% +0.003 pp USD5.35 -0.6% 4 qtrs
25 CITADEL ADVISORS LLC 1.38M +1.1M (+396.4%) 7.35M +5.9M (+404.0%) 1.03% +0.826 pp 0.00% +0.001 pp USD5.30 +0.4% 20 qtrs
26 1492 CAPITAL MANAGEMENT LLC 1.24M +169.9K (+15.9%) 6.60M +989.5K (+17.6%) 0.93% +0.125 pp 2.53% +0.258 pp USD5.28 +0.8% 4 qtrs
27 GOLDMAN SACHS GROUP INC 1.17M +854.4K (+271.0%) 6.22M +4.6M (+276.7%) 0.88% +0.639 pp 0.00% +0.001 pp USD5.48 -2.9% 8 qtrs
28 OBERWEIS ASSET MANAGEMENT INC/ 1.10M +26.5K (+2.5%) 5.83M +226.2K (+4.0%) 0.82% +0.018 pp 0.21% -0.001 pp USD6.06 -12.2% 5 qtrs
29 MARSHALL WACE, LLP 1.07M +275.5K (+34.9%) 5.67M +1.5M (+36.9%) 0.80% +0.205 pp 0.01% +0.001 pp USD5.26 +1.1% 2 qtrs
30 NORTHERN TRUST CORP 1.02M -77.3K (-7.1%) 5.42M -323.8K (-5.6%) 0.76% -0.060 pp 0.00% +0.000 pp USD5.15 +3.3% 25 qtrs
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 997.4K -1.0K (-0.1%) 5.31M +74.6K (+1.4%) 0.75% -0.003 pp 0.00% +0.000 pp USD5.09 +4.5% 23 qtrs
32 AEGON ASSET MANAGEMENT UK PLC 878.0K -1.0M (-53.3%) 4.66M -5.2M (-52.6%) 0.66% -0.752 pp 0.06% -0.061 pp USD6.31 -15.7% 5 qtrs
33 MORGAN STANLEY 823.9K +157.3K (+23.6%) 4.38M +890.1K (+25.5%) 0.62% +0.117 pp 0.00% +0.000 pp USD5.00 +6.4% 25 qtrs
34 BLAIR WILLIAM & CO/IL 740.1K -111.2K (-13.1%) 3.94M -523.6K (-11.7%) 0.55% -0.085 pp 0.01% -0.001 pp USD5.80 -8.3% 7 qtrs
35 SQUAREPOINT OPS LLC 734.9K -100.1K (-12.0%) 3.91M -465.7K (-10.6%) 0.55% -0.076 pp 0.00% 0.000 pp USD5.32 +0.0% 8 qtrs
36 690.0K +690.0K (+100.0%) 3.67M +3.7M (+100.0%) 0.52% +0.516 pp 3.10% +3.095 pp USD5.32 +0.0% 1 qtrs NEW
37 RAYMOND JAMES FINANCIAL INC 676.1K -52.0K (-7.1%) 3.60M -218.3K (-5.7%) 0.51% -0.040 pp 0.00% 0.000 pp USD6.28 -15.3% 5 qtrs
38 UBS GROUP AG 585.8K +429.6K (+275.1%) 3.12M +2.3M (+280.8%) 0.44% +0.321 pp 0.00% +0.000 pp USD5.47 -2.7% 10 qtrs
39 SEI INVESTMENTS CO 562.7K +562.7K (+100.0%) 2.99M +3.0M (+100.0%) 0.42% +0.421 pp 0.00% +0.003 pp USD5.32 +0.0% 1 qtrs NEW
40 IONIC CAPITAL MANAGEMENT LLC 520.0K +165.0K (+46.5%) 2.77M +906.2K (+48.7%) 0.39% +0.123 pp 0.35% +0.158 pp USD5.17 +2.9% 4 qtrs
41 STATE OF WISCONSIN INVESTMENT BOARD 419.5K +185.0K (+78.9%) 2.23M +1.0M (+81.7%) 0.31% +0.138 pp 0.01% +0.002 pp USD5.21 +2.1% 4 qtrs
42 JANE STREET GROUP, LLC 359.4K +90.7K (+33.8%) 1.91M +504.0K (+35.8%) 0.27% +0.067 pp 0.00% +0.000 pp USD4.71 +13.0% 25 qtrs
43 LONG FOCUS CAPITAL MANAGEMENT, LLC 337.5K +— (+0.0%) 1.80M +27.0K (+1.5%) 0.25% -0.001 pp 0.05% -0.011 pp USD4.31 +23.4% 3 qtrs
44 BARCLAYS PLC 329.8K +86.1K (+35.4%) 1.75M +536.2K (+44.0%) 0.25% +0.064 pp 0.00% +0.000 pp USD5.46 -2.6% 7 qtrs
45 BANK OF NEW YORK MELLON CORP 320.6K -27.3K (-7.8%) 1.71M -117.2K (-6.4%) 0.24% -0.021 pp 0.00% 0.000 pp USD5.00 +6.4% 25 qtrs
46 HODGES CAPITAL MANAGEMENT INC. 302.0K +129.5K (+75.0%) 1.61M +702.6K (+77.7%) 0.23% +0.097 pp 0.14% +0.061 pp USD5.36 -0.7% 6 qtrs
47 BARD ASSOCIATES INC 290.6K -25.7K (-8.1%) 1.55M -111.5K (-6.7%) 0.22% -0.020 pp 0.40% -0.043 pp USD6.54 -18.7% 25 qtrs
48 K2 PRINCIPAL FUND, L.P. 268.8K +18.8K (+7.5%) 1.43M +120.3K (+9.2%) 0.20% +0.014 pp 0.12% +0.009 pp USD4.42 +20.4% 3 qtrs
49 ROTHSCHILD INVESTMENT LLC 245.9K +245.7K (+122,848.5%) 1.31M +1.3M (+124,725.6%) 0.18% +0.184 pp 0.07% +0.072 pp USD5.32 +0.0% 6 qtrs
50 SWISS NATIONAL BANK 236.8K +6.3K (+2.7%) 1.26M +52.0K (+4.3%) 0.18% +0.004 pp 0.00% +0.000 pp USD5.49 -3.1% 4 qtrs
51 SENTINUS, LLC 223.6K +223.6K (+100.0%) 1.19M +1.2M (+100.0%) 0.17% +0.167 pp 0.11% +0.114 pp USD5.32 +0.0% 1 qtrs NEW
52 EQUITABLE TRUST CO 220.2K +— (+0.0%) 1.17M +17.6K (+1.5%) 0.16% 0.000 pp 0.05% -0.001 pp USD3.83 +38.9% 23 qtrs
53 KORNITZER CAPITAL MANAGEMENT INC /KS 213.9K +20.9K (+10.8%) 1.14M +126.7K (+12.5%) 0.16% +0.015 pp 0.02% +0.003 pp USD4.54 +17.2% 3 qtrs
54 BANK OF AMERICA CORP /DE/ 205.6K +49.6K (+31.8%) 1.09M +276.3K (+33.8%) 0.15% +0.037 pp 0.00% +0.000 pp USD5.17 +2.9% 13 qtrs
55 CETERA INVESTMENT ADVISERS 199.2K -17.5K (-8.1%) 1.06M -75.7K (-6.7%) 0.15% -0.014 pp 0.00% 0.000 pp USD4.36 +22.0% 3 qtrs
56 JPMORGAN CHASE & CO 194.9K -8.0K (-3.9%) 1.04M -26.1K (-2.5%) 0.15% -0.006 pp 0.00% +0.000 pp USD5.65 -5.8% 10 qtrs
57 CAPTRUST FINANCIAL ADVISORS 190.4K +7.6K (+4.2%) 1.01M +55.0K (+5.7%) 0.14% +0.005 pp 0.00% +0.000 pp USD5.22 +1.9% 8 qtrs
58 DIAMETRIC CAPITAL, LP 181.8K +39.7K (+27.9%) 967.2K +222.4K (+29.9%) 0.14% +0.029 pp 0.26% -0.017 pp USD5.31 +0.2% 8 qtrs
59 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 176.9K -3.7K (-2.0%) 940.9K -5.2K (-0.6%) 0.13% -0.003 pp 0.00% 0.000 pp USD5.38 -1.1% 6 qtrs
60 MILLENNIUM MANAGEMENT LLC 171.5K -1.2M (-87.1%) 912.5K -6.1M (-86.9%) 0.13% -0.872 pp 0.00% -0.003 pp USD4.51 +18.0% 5 qtrs
61 CREDIT AGRICOLE S A 166.5K +166.5K (+100.0%) 886.0K +886.0K (+100.0%) 0.12% +0.125 pp 0.00% +0.002 pp USD5.32 +0.0% 1 qtrs NEW
62 SHAY CAPITAL LLC 161.7K -114.0K (-41.3%) 860.2K -584.4K (-40.5%) 0.12% -0.086 pp 0.09% -0.036 pp USD5.89 -9.7% 5 qtrs
63 UBS ASSET MANAGEMENT AMERICAS INC 154.1K +12.6K (+8.9%) 819.7K +78.2K (+10.6%) 0.12% +0.009 pp 0.00% +0.000 pp USD5.48 -2.9% 4 qtrs
64 RHUMBLINE ADVISERS 151.8K -25.1K (-14.2%) 807.3K -119.6K (-12.9%) 0.11% -0.019 pp 0.00% 0.000 pp USD4.76 +11.8% 7 qtrs
65 WELLS FARGO & COMPANY/MN 146.6K +43.9K (+42.8%) 779.7K +241.9K (+45.0%) 0.11% +0.033 pp 0.00% +0.000 pp USD5.12 +3.9% 25 qtrs
66 VERITION FUND MANAGEMENT LLC 146.4K +108.7K (+287.5%) 779.1K +581.1K (+293.5%) 0.11% +0.081 pp 0.00% +0.002 pp USD5.53 -3.8% 5 qtrs
67 DEUTSCHE BANK AG\ 142.2K +14.3K (+11.1%) 756.8K +86.1K (+12.8%) 0.11% +0.010 pp 0.00% +0.000 pp USD5.38 -1.1% 7 qtrs
68 EXODUSPOINT CAPITAL MANAGEMENT, LP 128.2K +128.2K (+100.0%) 681.8K +681.8K (+100.0%) 0.10% +0.096 pp 0.01% +0.005 pp USD5.32 +0.0% 3 qtrs
69 LEGAL & GENERAL GROUP PLC 126.5K -445.0 (-0.4%) 673.1K +7.8K (+1.2%) 0.09% -0.001 pp 0.00% +0.000 pp USD5.21 +2.1% 7 qtrs
70 ANCORA ADVISORS, LLC 116.9K +116.9K (+100.0%) 622.1K +622.1K (+100.0%) 0.09% +0.088 pp 0.01% +0.013 pp USD5.32 +0.0% 1 qtrs NEW
71 QUANTBOT TECHNOLOGIES LP 111.9K +111.9K (+100.0%) 595.5K +595.5K (+100.0%) 0.08% +0.084 pp 0.02% +0.020 pp USD5.32 +0.0% 1 qtrs NEW
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 111.6K -89.6K (-44.5%) 593.7K -460.6K (-43.7%) 0.08% -0.067 pp 0.00% 0.000 pp USD5.13 +3.7% 8 qtrs
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 110.7K -127.0 (-0.1%) 588.9K +8.2K (+1.4%) 0.08% 0.000 pp 0.00% +0.000 pp USD5.43 -2.0% 7 qtrs
74 ALLIANCEBERNSTEIN L.P. 108.9K +— (+0.0%) 579.6K +8.7K (+1.5%) 0.08% 0.000 pp 0.00% +0.000 pp USD5.86 -9.2% 7 qtrs
75 AQR CAPITAL MANAGEMENT LLC 105.1K -17.6K (-14.3%) 559.0K -83.7K (-13.0%) 0.08% -0.013 pp 0.00% 0.000 pp USD5.36 -0.7% 5 qtrs
76 TOROSO INVESTMENTS, LLC 100.7K -19.3K (-16.1%) 535.9K -93.0K (-14.8%) 0.08% -0.015 pp 0.00% +0.000 pp USD6.18 -13.9% 5 qtrs
77 ROCK CREEK GROUP, LP 100.0K +— (+0.0%) 532.0K +8.0K (+1.5%) 0.07% 0.000 pp 0.06% +0.005 pp USD5.87 -9.4% 5 qtrs
78 FIRST DALLAS SECURITIES INC. 91.5K +48.0K (+110.2%) 486.5K +258.6K (+113.4%) 0.07% +0.036 pp 0.18% +0.096 pp USD5.28 +0.8% 4 qtrs
79 INSPIRE INVESTING, LLC 88.1K +22.0 (+0.0%) 468.5K +7.2K (+1.6%) 0.07% 0.000 pp 0.04% -0.003 pp USD4.71 +13.0% 7 qtrs
80 RENAISSANCE TECHNOLOGIES LLC 87.7K -36.5K (-29.4%) 466.8K -184.0K (-28.3%) 0.07% -0.028 pp 0.00% 0.000 pp USD4.89 +8.8% 25 qtrs
81 LPL FINANCIAL LLC 86.6K -3.7K (-4.1%) 460.8K -12.3K (-2.6%) 0.06% -0.003 pp 0.00% +0.000 pp USD4.02 +32.3% 12 qtrs
82 SG AMERICAS SECURITIES, LLC 86.4K +19.4K (+29.0%) 460.0K +109.0K (+31.1%) 0.06% +0.014 pp 0.00% -0.001 pp USD5.25 +1.3% 8 qtrs
83 INVESCO LTD. 80.0K -6.0K (-7.0%) 425.7K -25.3K (-5.6%) 0.06% -0.005 pp 0.00% +0.000 pp USD5.73 -7.2% 7 qtrs
84 D.A. DAVIDSON & CO. 74.6K -5.0K (-6.3%) 397.0K -20.2K (-4.8%) 0.06% -0.004 pp 0.00% 0.000 pp USD5.24 +1.5% 2 qtrs
85 ROUND ROCK ADVISORS, LLC 72.5K +28.6K (+65.0%) 385.8K +153.3K (+65.9%) 0.05% +0.021 pp 0.06% +0.021 pp USD5.27 +0.9% 2 qtrs
86 PRICE T ROWE ASSOCIATES INC /MD/ 72.3K +6.4K (+9.7%) 385.0K +39.0K (+11.3%) 0.05% +0.005 pp 0.00% +0.000 pp USD5.03 +5.8% 6 qtrs
87 INTECH INVESTMENT MANAGEMENT LLC 71.6K +8.9K (+14.2%) 380.9K +52.3K (+15.9%) 0.05% +0.007 pp 0.00% +0.001 pp USD4.94 +7.7% 6 qtrs
88 OPTIONS SOLUTIONS, LLC 67.9K +5.6K (+9.0%) 361.2K +34.9K (+10.7%) 0.05% +0.004 pp 0.17% +0.007 pp USD4.79 +11.1% 17 qtrs
89 WORTH VENTURE PARTNERS, LLC 63.3K +29.5K (+87.5%) 336.7K +159.9K (+90.4%) 0.05% +0.022 pp 2.44% +1.920 pp USD5.28 +0.8% 14 qtrs
90 METLIFE INVESTMENT MANAGEMENT, LLC 60.7K -11.4K (-15.8%) 323.2K -55.0K (-14.6%) 0.05% -0.009 pp 0.00% 0.000 pp USD5.13 +3.7% 7 qtrs
91 CARDINAL POINT CAPITAL MANAGEMENT, ULC 60.5K +— (+0.0%) 321.9K +4.8K (+1.5%) 0.05% 0.000 pp 0.02% -0.001 pp USD4.77 +11.5% 3 qtrs
92 ENGINEERS GATE MANAGER LP 59.4K +59.4K (+100.0%) 316.2K +316.2K (+100.0%) 0.04% +0.045 pp 0.00% +0.004 pp USD5.32 +0.0% 1 qtrs NEW
93 CONNORS INVESTOR SERVICES INC 56.0K +3.0K (+5.7%) 297.9K +20.2K (+7.3%) 0.04% +0.002 pp 0.03% +0.002 pp USD5.16 +3.1% 4 qtrs
94 PATHSTONE HOLDINGS, LLC 52.2K +23.1K (+79.5%) 277.9K +125.4K (+82.2%) 0.04% +0.017 pp 0.00% +0.001 pp USD5.28 +0.8% 2 qtrs
95 JANUS HENDERSON GROUP PLC 51.4K +— (+0.0%) 273.2K +3.6K (+1.3%) 0.04% 0.000 pp 0.00% +0.000 pp USD5.49 -3.1% 4 qtrs
96 CI PRIVATE WEALTH, LLC 46.4K -5.6K (-10.8%) 246.8K -25.8K (-9.5%) 0.03% -0.004 pp 0.00% 0.000 pp USD5.00 +6.4% 6 qtrs
97 AMERICAN CENTURY COMPANIES INC 46.1K +35.7K (+343.6%) 245.2K +190.8K (+350.4%) 0.03% +0.027 pp 0.00% +0.000 pp USD5.30 +0.4% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 67 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Kensho Smart Mobility ETF HAIL 1.04% 211.8K 0.45%
2 Global X - Internet of Things ETF SNSR 0.29% 679.3K 0.68%
3 Inspire Small/Mid Cap ETF ISMD 0.22% 728.1K 0.53%
4 iShares Micro-Cap ETF IWC 0.12% 1.82M 0.60%
5 State Street SPDR S&P Kensho New Economies Composite ETF KOMP 0.09% 2.55M 0.20%
6 JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE 0.06% 332.5K 0.29%
7 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.04% 378.3K 0.20%
8 iShares Russell 2000 Value ETF IWN 0.04% 5.09M 0.24%
9 Vanguard Russell 2000 Value ETF VTWV 0.03% 390.0K 0.06%
10 Dimensional - US Small Cap Value ETF DFSV 0.03% 2.23M 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
2
Sells
0
Shares acquired
48.8K
Shares disposed
Cash buys
Cash sales
Net activity
+48,792
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-18 McConnell Michael J Director A-Award A Common Stock, par value $0.01 per share 24,396 0.00 52,424 D
2026-05-18 JACOBS IAN Director A-Award A Common Stock, par value $0.01 per share 24,396 0.00 73,142 D
2026-02-25 WILSON DAVID Officer A-Award A Common Stock, par value $0.01 per share 193,545 0.00 589,176 D
2026-02-25 Towe Steven Mark Director / Officer A-Award A Common Stock, par value $0.01 per share 387,090 0.00 2,913,327 D
2026-02-25 Powell Michael Joseph Officer A-Award A Common Stock, par value $0.01 per share 77,418 0.00 192,199 D
2026-02-25 Ingram Melissa Rose Officer A-Award A Common Stock, par value $0.01 per share 170,319 0.00 517,153 D
2026-01-07 Powell Michael Joseph Officer F-InKind D Common Stock, par value $0.01 per share 3,042 5.25 16.0K 76,072 D
2026-01-01 Towe Steven Mark Director / Officer F-InKind D Common Stock, par value $0.01 per share 48,959 5.32 260.5K 2,332,692 D
2025-08-18 McConnell Michael J Director P-Purchase A Common Stock, par value $0.01 per share 10,000 4.64 46.4K 28,028 D
2025-08-14 Towe Steven Mark Director / Officer P-Purchase A Common Stock, par value $0.01 per share 23,157 4.42 102.4K 2,457,923 D
2025-07-27 WILSON DAVID Officer F-InKind D Common Stock, par value $0.01 per share 13,250 4.57 60.6K 298,859 D
2025-07-27 Towe Steven Mark Director / Officer F-InKind D Common Stock, par value $0.01 per share 76,272 4.57 348.6K 2,381,651 D
2025-07-27 Ingram Melissa Rose Officer F-InKind D Common Stock, par value $0.01 per share 12,018 4.57 54.9K 261,674 D
2025-03-30 WILSON DAVID Officer A-Award A Common Stock, par value $0.01 per share 87,169 0.00 137,772 D
2025-03-30 Towe Steven Mark Director / Officer A-Award A Common Stock, par value $0.01 per share 312,500 0.00 1,286,754 D
2025-03-30 Powell Michael Joseph Officer A-Award A Common Stock, par value $0.01 per share 26,371 0.00 26,371 D
2025-03-30 Ingram Melissa Rose Officer A-Award A Common Stock, par value $0.01 per share 76,709 0.00 120,275 D
2025-03-04 Powell Michael Joseph Officer 0 0.00 0
2024-12-06 Lewis Catherine J Officer S-Sale D Common Stock, par value $0.01 per share 187,990 6.73 1.27M 52,972 D
2024-12-05 Lewis Catherine J Officer S-Sale D Common Stock, par value $0.01 per share 82,010 7.05 578.2K 240,962 D

Executive team

Top executives
EBIT / Employee
15.4K
Shares Outstanding
134.15M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-07-29 DEFA14A
2025-07-29 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-22 SD
2026-05-22 8-K
2026-05-18 4
2026-05-18 4
2026-05-15 SC 13G/A
2026-03-27 SC 13G/A
2026-02-27 4
2026-02-27 4
2026-02-27 4
2026-02-27 4

Executive team

NameTitleCompensationGender
Steve Towe Chief Executive Officer & Director 3M male
David Wilson Chief Financial Officer & Corporate Secretary 1M male
Melissa Ingram Chief Corporate Development Officer 972.7K female
Eduardo Chavez Managing Director of Mexico male
Jeffrey Lautenbach Chief Revenue Officer male
Brendan Horan Managing Director of South Africa male
Luiz Munhoz Managing Director of Brazil male
Melissa Garza Chief Human Resource Officer female
Mike Powell Chief Innovation Officer male
Offer Lehmann Chief Operating Officer male
Jonathan Bates Chief Marketing Officer male
Brodie Von Berg Managing Director of Australasia male
ESG Rating
E (Environmental)
96.0
S (Social)
13.6
G (Governance)
50.6
ESG Total
53.4
ESG Score History
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits