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Alkami Technology, Inc. (ALKT)

USD17.36 -0.32 (-1.83%)
US NASDAQ Technology Software - Application
Address 5601 Granite Parkway 75024
Plano, TX, US
CEO Alex Shootman
Website alkami.com
IPO 2021-04-14
CIK 1529274 ISIN US01644J1088

Explore sections of this company profile

Description

Alkami Technology, Inc. specializes in delivering a cutting-edge, cloud-based digital banking platform throughout the United States. This innovative platform is designed to empower financial institutions by streamlining customer acquisition and engagement, fostering revenue growth, and significantly boosting operational efficiency. These capabilities are underpinned by Alkami's exclusive, multi-tenant cloud architecture. The company provides a comprehensive suite of end-to-end software solutions, which include the core Alkami Platform, specialized Retail Banking Solutions, Business Banking Solutions, and "The Alkami Difference" offerings. Alkami serves a diverse range of financial entities, such as community and regional banks, credit unions, and both consumer and commercial banking sectors. Founded in 2009, Alkami Technology, Inc. is headquartered in Plano, Texas.

News Sentiment (7d)
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
USD17.36 -0.32 (-1.83%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.57
Float Shares
65.91M
Free Float %
61.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.50% -5.46% +4.09% +5.20% -18.77% -27.22% -44.61% +30.66% -48.58% -60.95% -60.95%
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 (12 ratings, all time) Buy
Price Targets & DCF
Current price
17.36
Low 22.00 +26.8%
Consensus 22.00 +26.8%
Median 22.00 +26.8%
High 22.00 +26.8%
DCF (Unlevered) 48.39 +178.8%
DCF (Levered) 121.20 +598.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 80% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 5 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
22.00
+26.8%
Last Year 3
26.67
+53.7%
All Time 8
35.38
+103.8%
Quality scores
Altman Z-Score
2.06
Grey zone
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +32.9% Q1'26: +28.9% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    -12.2% Q1'26: -22.7% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -5.8% Q1'26: -4.1% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -11.2% Q1'26: -3.9% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -8.0% Q1'26: -3.0% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +5.1% Q1'26: +3.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    -15.67× Q1'26: 28.15× (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 (0.54) × ERP
WACC = 84% × Ke + 17% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 47.71 Current price: 17.36
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 Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
4 EPS Ana.
Dec 2027
6 Rev. Ana.
4 EPS Ana.
Dec 2028
3 Rev. Ana.
3 EPS Ana.
Revenue
152.16M
est: 150.86M (+0.9%)
204.27M
est: 203.75M (+0.3%)
264.83M
est: 297.36M (-10.9%)
333.85M
est: 333.79M (+0.0%)
443.64M
est: 442.99M (+0.1%)
529.56M
528.94M – 530.18M
+19.5% YoY
620.66M
604.57M – 643.39M
+17.2% YoY
718.89M
718.89M – 718.89M
+15.8% YoY
EBITDA
-42.02M
est: -36.01M (-16.7%)
-47.12M
est: -55.83M (+15.6%)
-44.85M
est: 55.36M (-181.0%)
-29.56M
est: 62.14M (-147.6%)
-22.56M
est: 82.47M (-127.4%)
98.59M
98.47M – 98.70M
+19.5% YoY
115.55M
112.55M – 119.78M
+17.2% YoY
133.83M
133.83M – 133.83M
+15.8% YoY
EBIT
-45.46M
est: -40.80M (-11.4%)
-55.21M
est: -61.52M (+10.3%)
-55.49M
est: 31.74M (-274.8%)
-40.07M
est: 35.63M (-212.4%)
-49.48M
est: 47.29M (-204.6%)
56.53M
56.46M – 56.60M
+19.5% YoY
66.25M
64.54M – 68.68M
+17.2% YoY
76.74M
76.74M – 76.74M
+15.8% YoY
Net Income
-46.82M
est: -35.56M (-31.7%)
-58.60M
est: -63.41M (+7.6%)
-62.91M
est: -56.07M (-12.2%)
-40.84M
est: 27.37M (-249.2%)
-47.65M
est: 54.25M (-187.8%)
81.20M
78.46M – 83.93M
+49.7% YoY
115.49M
112.22M – 118.76M
+42.2% YoY
144.67M
142.26M – 147.08M
+25.3% YoY
SGA
77.92M
est: 72.50M (+7.5%)
108.06M
est: 104.54M (+3.4%)
121.46M
est: 139.01M (-12.6%)
143.42M
est: 156.04M (-8.1%)
181.03M
est: 207.09M (-12.6%)
247.55M
247.26M – 247.84M
+19.5% YoY
290.14M
282.62M – 300.77M
+17.2% YoY
336.06M
336.06M – 336.06M
+15.8% YoY
EPS
-0.52
est: -0.36 (-44.6%)
-0.64
est: -0.25 (-156.9%)
-0.67
est: -0.54 (-24.4%)
-0.41
est: 0.27 (-254.2%)
-0.46
est: 0.52 (-188.3%)
0.78
0.76 – 0.81
+49.9% YoY
1.12
1.08 – 1.14
+42.8% YoY
1.39
1.37 – 1.42
+24.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-30 Citizens Market Outperform Market Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-08 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-07 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-06 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-05 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-04 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-15 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
56.81M
OE per share TTM
0.55
Owner's Yield
3.10%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
10.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
43
Total invested
35.08M
Insider transactions (90d)
0
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 GAP (Bermuda) L.P. 18.73M 21.20% 18.73M 18.73M PN Bermuda 2022-02-11
2 GAP Coinvestments CDA, L.P. 18.73M 21.20% 18.73M 18.73M PN Delaware 2022-02-11
3 GAP Coinvestments III, LLC 18.73M 21.20% 18.73M 18.73M OO Delaware 2022-02-11
4 GAP Coinvestments IV, LLC 18.73M 21.20% 18.73M 18.73M OO Delaware 2022-02-11
5 GAP Coinvestments V, LLC 18.73M 21.20% 18.73M 18.73M OO Delaware 2022-02-11
6 General Atlantic (AL), L.P. 18.73M 21.20% 18.73M 18.73M PN Delaware 2022-02-11
7 General Atlantic (Lux) S.à r.l. 18.73M 21.20% 18.73M 18.73M CO Luxembourg 2022-02-11
8 General Atlantic (SPV) GP, LLC 18.73M 21.20% 18.73M 18.73M OO Delaware 2022-02-11
9 General Atlantic GenPar (Bermuda), L.P. 18.73M 21.20% 18.73M 18.73M PN Delaware 2022-02-11
10 General Atlantic GenPar (Lux) SCSp 18.73M 21.20% 18.73M 18.73M PN Luxembourg 2022-02-11
11 General Atlantic GenPar, L.P. 18.73M 21.20% 18.73M 18.73M PN Delaware 2022-02-11
12 General Atlantic Partners (Bermuda) EU, L.P. 18.73M 21.20% 18.73M 18.73M PN Bermuda 2022-02-11
13 General Atlantic Partners (Lux) SCSp 18.73M 21.20% 18.73M 18.73M PN Luxembourg 2022-02-11
14 General Atlantic Partners 100, L.P. 18.73M 21.20% 18.73M 18.73M PN Delaware 2022-02-11
15 General Atlantic, L.P. 18.73M 21.20% 18.73M 18.73M OO Delaware 2022-02-11
16 Brian R. Smith 17.73M 17.90% 784.5K 16.95M 784.5K IN United States 2024-10-01
17 27-2408885 16.95M 17.10% 16.95M OO United States 2024-10-01
18 ARG Private Equity II, LLC 12.61M 14.30% 12.61M 12.61M CO 2022-02-11
19 George B. Kaiser 12.61M 14.30% 12.61M 12.61M IN Oklahoma, United States of America 2022-02-11
20 The Vanguard Group 6.60M 6.67% 86.3K 6.46M 141.0K Pennsylvania 2024-11-04
21 D1 Capital Partners L.P. 5.83M 6.60% 5.83M IA, PN 2022-02-14
22 Daniel Sundheim 5.83M 6.60% 5.83M HC, IN 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
43
-192 vs prev Q
New positions
6
Closed positions
191
Increased
16
Reduced
17
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 46.3K +46.3K (+100.0%) 1.07B +1.1B (+100.0%) 0.04% +0.044 pp 0.14% +0.135 pp USD23.07 +0.0% 1 qtrs NEW
2 GENERAL ATLANTIC, L.P. 11.99M +— (+0.0%) 276.64M -21.2M (-7.1%) 11.49% -0.106 pp 9.63% +0.687 pp USD33.55 -31.2% 19 qtrs
3 VANGUARD GROUP INC 8.41M +456.3K (+5.7%) 194.12M -3.6M (-1.8%) 8.06% +0.367 pp 0.00% 0.000 pp USD24.35 -5.3% 19 qtrs
4 BLACKROCK, INC. 5.68M +165.8K (+3.0%) 130.97M -5.9M (-4.3%) 5.44% +0.110 pp 0.00% 0.000 pp USD31.45 -26.6% 6 qtrs
5 JANA PARTNERS MANAGEMENT, LP 4.89M +3.0M (+158.6%) 112.92M +65.9M (+140.2%) 4.69% +2.861 pp 5.88% +3.600 pp USD23.75 -2.9% 2 qtrs
6 WESTFIELD CAPITAL MANAGEMENT CO LP 4.12M +1.0M (+33.1%) 95.01M +18.1M (+23.6%) 3.95% +0.953 pp 0.40% +0.073 pp USD25.93 -11.0% 3 qtrs
7 JANUS HENDERSON GROUP PLC 3.21M +921.1K (+40.3%) 74.02M +17.2M (+30.3%) 3.07% +0.862 pp 0.03% +0.007 pp USD28.01 -17.6% 11 qtrs
8 LONG PATH PARTNERS LP 3.14M +572.3K (+22.3%) 72.47M +8.7M (+13.6%) 3.01% +0.526 pp 24.78% +1.713 pp USD24.83 -7.1% 15 qtrs
9 BAMCO INC /NY/ 2.98M +588.0K (+24.6%) 68.82M +9.3M (+15.7%) 2.86% +0.542 pp 0.19% +0.029 pp USD25.47 -9.4% 19 qtrs
10 ARROWMARK COLORADO HOLDINGS LLC 2.61M -1.3M (-32.6%) 60.26M -35.9M (-37.4%) 2.50% -1.243 pp 1.33% -0.461 pp USD26.02 -11.3% 19 qtrs
11 ALLIANCEBERNSTEIN L.P. 2.41M -1.3M (-34.4%) 55.67M -35.7M (-39.1%) 2.31% -1.247 pp 0.02% -0.011 pp USD33.93 -32.0% 15 qtrs
12 PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC 2.29M +269.5K (+13.4%) 52.76M +2.6M (+5.3%) 2.19% +0.240 pp 9.77% -0.005 pp USD25.61 -9.9% 4 qtrs
13 IRENIC CAPITAL MANAGEMENT LP 2.11M +2.1M (+100.0%) 48.60M +48.6M (+100.0%) 2.02% +2.019 pp 3.27% +3.269 pp USD23.07 +0.0% 1 qtrs NEW
14 NORTH REEF CAPITAL MANAGEMENT LP 2.10M +2.0M (+1,545.7%) 48.45M +45.3M (+1,428.4%) 2.01% +1.889 pp 1.95% +1.802 pp USD23.52 -1.9% 7 qtrs
15 CHAMPLAIN INVESTMENT PARTNERS, LLC 1.98M -1.0M (-34.6%) 45.78M -29.6M (-39.3%) 1.90% -1.033 pp 0.46% -0.105 pp USD32.22 -28.4% 5 qtrs
16 FRANKLIN RESOURCES INC 1.90M -20.3K (-1.1%) 43.90M -3.9M (-8.1%) 1.82% -0.037 pp 0.01% -0.001 pp USD25.76 -10.4% 19 qtrs
17 MANUFACTURERS LIFE INSURANCE COMPANY, THE 1.89M +229.9K (+13.8%) 43.70M +2.4M (+5.7%) 1.82% +0.206 pp 0.04% +0.002 pp USD24.90 -7.3% 19 qtrs
18 STATE STREET CORP 1.86M +98.7K (+5.6%) 42.86M -836.5K (-1.9%) 1.78% +0.079 pp 0.00% 0.000 pp USD24.81 -7.0% 19 qtrs
19 GEODE CAPITAL MANAGEMENT, LLC 1.81M +17.1K (+1.0%) 41.85M -2.8M (-6.2%) 1.74% +0.001 pp 0.00% 0.000 pp USD24.74 -6.8% 19 qtrs
20 RIVERBRIDGE PARTNERS LLC 1.79M -465.6K (-20.7%) 41.18M -14.7M (-26.3%) 1.71% -0.466 pp 0.77% -0.171 pp USD30.66 -24.8% 7 qtrs
21 MORGAN STANLEY 1.74M +527.1K (+43.5%) 40.12M +10.0M (+33.3%) 1.67% +0.494 pp 0.00% +0.001 pp USD24.03 -4.0% 19 qtrs
22 CHICAGO CAPITAL, LLC 1.70M +346.2K (+25.5%) 39.25M +5.6M (+16.6%) 1.63% +0.320 pp 0.97% +0.141 pp USD24.48 -5.8% 2 qtrs
23 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.57M +15.4K (+1.0%) 36.24M -2.4M (-6.2%) 1.51% +0.001 pp 0.01% 0.000 pp USD25.56 -9.7% 19 qtrs
24 WASATCH ADVISORS LP 1.41M -467.7K (-24.9%) 32.60M -14.1M (-30.2%) 1.35% -0.465 pp 0.19% -0.058 pp USD25.67 -10.1% 8 qtrs
25 UBS GROUP AG 1.35M +242.1K (+21.8%) 31.17M +3.6M (+13.1%) 1.30% +0.222 pp 0.01% +0.001 pp USD26.67 -13.5% 13 qtrs
26 FMR LLC 1.26M +2.2K (+0.2%) 29.08M -2.2M (-7.0%) 1.21% -0.009 pp 0.00% 0.000 pp USD31.41 -26.6% 19 qtrs
27 ALGEBRIS (UK) LTD 1.23M +720.8K (+140.6%) 28.47M +15.7M (+123.7%) 1.18% +0.686 pp 2.23% +0.791 pp USD23.81 -3.1% 4 qtrs
28 CADIAN CAPITAL MANAGEMENT, LP 1.17M +1.2M (+100.0%) 26.97M +27.0M (+100.0%) 1.12% +1.120 pp 1.95% +1.948 pp USD23.07 +0.0% 1 qtrs NEW
29 GW&K INVESTMENT MANAGEMENT, LLC 1.17M +253.7K (+27.7%) 26.97M +4.2M (+18.6%) 1.12% +0.235 pp 0.23% +0.032 pp USD28.04 -17.7% 4 qtrs
30 BANK OF AMERICA CORP /DE/ 1.07M +422.5K (+65.1%) 24.71M +8.6M (+53.3%) 1.03% +0.399 pp 0.00% +0.001 pp USD26.41 -12.6% 19 qtrs
31 ROYAL BANK OF CANADA 1.05M -277.6K (-20.9%) 24.29M -8.8M (-26.5%) 1.01% -0.278 pp 0.00% -0.002 pp USD28.89 -20.1% 19 qtrs
32 GOLDMAN SACHS GROUP INC 943.1K +123.4K (+15.1%) 21.76M +1.4M (+6.9%) 0.90% +0.111 pp 0.00% +0.000 pp USD28.04 -17.7% 19 qtrs
33 SELECT EQUITY GROUP, L.P. 892.3K +33.7K (+3.9%) 20.59M -742.9K (-3.5%) 0.86% +0.025 pp 0.09% +0.001 pp USD25.29 -8.8% 17 qtrs
34 NORTHERN TRUST CORP 695.5K -42.6K (-5.8%) 16.04M -2.3M (-12.5%) 0.67% -0.047 pp 0.00% 0.000 pp USD26.07 -11.5% 19 qtrs
35 AMERIPRISE FINANCIAL INC 660.6K -130.5K (-16.5%) 15.24M -4.4M (-22.4%) 0.63% -0.132 pp 0.00% -0.001 pp USD29.93 -22.9% 10 qtrs
36 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 635.8K +2.7K (+0.4%) 14.67M -1.1M (-6.7%) 0.61% -0.003 pp 0.00% 0.000 pp USD24.34 -5.2% 19 qtrs
37 HERALD INVESTMENT MANAGEMENT LTD 500.0K +100.0K (+25.0%) 11.54M +1.6M (+16.1%) 0.48% +0.092 pp 1.51% +0.184 pp USD24.49 -5.8% 2 qtrs
38 MILLENNIUM MANAGEMENT LLC 473.8K +85.8K (+22.1%) 10.93M +1.3M (+13.4%) 0.45% +0.079 pp 0.00% +0.001 pp USD26.17 -11.8% 16 qtrs
39 BANK OF NEW YORK MELLON CORP 420.7K +9.3K (+2.3%) 9.71M -514.4K (-5.0%) 0.40% +0.005 pp 0.00% 0.000 pp USD27.73 -16.8% 19 qtrs
40 DEUTSCHE BANK AG\ 384.0K +1.4K (+0.4%) 8.86M -645.9K (-6.8%) 0.37% -0.002 pp 0.00% 0.000 pp USD28.68 -19.6% 19 qtrs
41 SILVERCREST ASSET MANAGEMENT GROUP LLC 356.6K +— (+0.0%) 8.23M -631.2K (-7.1%) 0.34% -0.003 pp 0.06% -0.002 pp USD21.17 +9.0% 10 qtrs
42 ENVESTNET ASSET MANAGEMENT INC 312.8K -91.3K (-22.6%) 7.22M -2.8M (-28.1%) 0.30% -0.091 pp 0.00% -0.001 pp USD27.01 -14.6% 7 qtrs
43 NICHOLAS COMPANY, INC. 312.3K +31.4K (+11.2%) 7.20M +227.5K (+3.3%) 0.30% +0.028 pp 0.13% +0.008 pp USD27.95 -17.5% 3 qtrs
44 NOMURA HOLDINGS INC 309.3K -5.2K (-1.6%) 7.14M -676.4K (-8.7%) 0.30% -0.008 pp 0.01% -0.003 pp USD29.12 -20.8% 4 qtrs
45 CONGRESS ASSET MANAGEMENT CO /MA 291.6K -24.3K (-7.7%) 6.73M -1.1M (-14.3%) 0.28% -0.026 pp 0.05% -0.005 pp USD27.89 -17.3% 3 qtrs
46 HODGES CAPITAL MANAGEMENT INC. 281.3K +7.3K (+2.7%) 6.49M -316.2K (-4.6%) 0.27% +0.005 pp 0.56% -0.025 pp USD24.97 -7.6% 9 qtrs
47 GRANAHAN INVESTMENT MANAGEMENT, LLC 265.3K -4.9K (-1.8%) 6.12M -591.2K (-8.8%) 0.25% -0.007 pp 0.26% -0.013 pp USD24.84 -7.1% 2 qtrs
48 RENAISSANCE GROUP LLC 259.5K -68.1K (-20.8%) 5.99M -2.1M (-26.4%) 0.25% -0.068 pp 0.24% -0.067 pp USD26.24 -12.1% 4 qtrs
49 SOVEREIGN'S CAPITAL MANAGEMENT, LLC 233.3K +49.7K (+27.1%) 5.38M +821.1K (+18.0%) 0.22% +0.046 pp 3.26% +0.789 pp USD30.93 -25.4% 5 qtrs
50 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 224.9K +224.9K (+100.0%) 5.19M +5.2M (+100.0%) 0.22% +0.216 pp 0.18% +0.177 pp USD23.07 +0.0% 1 qtrs NEW
51 CITIGROUP INC 223.6K -41.1K (-15.5%) 5.16M -1.4M (-21.5%) 0.21% -0.042 pp 0.00% -0.001 pp USD31.49 -26.7% 19 qtrs
52 SG AMERICAS SECURITIES, LLC 214.0K +188.4K (+735.1%) 4.94M +4.3M (+676.1%) 0.21% +0.180 pp 0.01% +0.004 pp USD23.28 -0.9% 17 qtrs
53 DIMENSIONAL FUND ADVISORS LP 199.0K -14.6K (-6.8%) 4.59M -715.8K (-13.5%) 0.19% -0.016 pp 0.00% 0.000 pp USD22.07 +4.5% 15 qtrs
54 CITADEL ADVISORS LLC 187.3K -156.1K (-45.5%) 4.32M -4.2M (-49.3%) 0.18% -0.153 pp 0.00% -0.001 pp USD27.66 -16.6% 19 qtrs
55 MARSHALL WACE, LLP 172.6K +172.6K (+100.0%) 3.98M +4.0M (+100.0%) 0.17% +0.165 pp 0.00% +0.004 pp USD23.07 +0.0% 1 qtrs NEW
56 BNP PARIBAS ARBITRAGE, SNC 172.0K +157.2K (+1,062.4%) 3.97M +3.6M (+979.5%) 0.16% +0.151 pp 0.00% +0.002 pp USD24.24 -4.8% 5 qtrs
57 VOLORIDGE INVESTMENT MANAGEMENT, LLC 168.7K -74.5K (-30.6%) 3.89M -2.1M (-35.6%) 0.16% -0.074 pp 0.01% -0.007 pp USD29.42 -21.6% 9 qtrs
58 CIBC WORLD MARKET INC. 165.2K -1.8K (-1.1%) 3.81M -336.8K (-8.1%) 0.16% -0.003 pp 0.01% -0.001 pp USD29.42 -21.6% 4 qtrs
59 SEI INVESTMENTS CO 163.7K -87.1K (-34.7%) 3.78M -2.5M (-39.4%) 0.16% -0.086 pp 0.00% -0.003 pp USD31.77 -27.4% 9 qtrs
60 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 161.3K -85.0K (-34.5%) 3.72M -2.4M (-39.2%) 0.15% -0.084 pp 0.01% -0.010 pp USD30.14 -23.5% 7 qtrs
61 GEORGE KAISER FAMILY FOUNDATION 154.7K +— (+0.0%) 3.57M -273.8K (-7.1%) 0.15% -0.001 pp 0.48% -0.062 pp USD25.93 -11.0% 4 qtrs
62 NUVEEN, LLC 146.5K -155.1K (-51.4%) 3.38M -4.1M (-54.9%) 0.14% -0.151 pp 0.00% -0.001 pp USD25.54 -9.7% 4 qtrs
63 SWISS NATIONAL BANK 143.8K +4.0K (+2.9%) 3.32M -155.2K (-4.5%) 0.14% +0.003 pp 0.00% +0.000 pp USD22.64 +1.9% 17 qtrs
64 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 134.4K +133.7K (+18,803.7%) 3.10M +3.1M (+17,127.8%) 0.13% +0.128 pp 0.00% +0.004 pp USD23.11 -0.2% 3 qtrs
65 UBS ASSET MANAGEMENT AMERICAS INC 131.1K -4.8K (-3.5%) 3.02M -350.0K (-10.4%) 0.13% -0.006 pp 0.00% 0.000 pp USD28.72 -19.7% 10 qtrs
66 ADVISORY RESEARCH INC 129.7K -7.5K (-5.5%) 2.99M -417.0K (-12.2%) 0.12% -0.009 pp 0.38% -0.072 pp USD27.24 -15.3% 3 qtrs
67 PENBROOK MANAGEMENT LLC 127.7K +3.5K (+2.9%) 2.95M -137.9K (-4.5%) 0.12% +0.002 pp 2.03% -0.121 pp USD22.82 +1.1% 10 qtrs
68 BULLSEYE ASSET MANAGEMENT LLC 120.4K +1.0 (+0.0%) 2.78M -214.0K (-7.2%) 0.12% -0.001 pp 1.50% -0.070 pp USD21.34 +8.1% 19 qtrs
69 TAYLOR FRIGON CAPITAL MANAGEMENT LLC 118.5K -1.4K (-1.2%) 2.73M -245.1K (-8.2%) 0.11% -0.002 pp 1.38% -0.098 pp USD29.85 -22.7% 6 qtrs
70 OPPENHEIMER ASSET MANAGEMENT INC. 117.7K -27.1K (-18.7%) 2.72M -880.4K (-24.5%) 0.11% -0.027 pp 0.03% -0.006 pp USD30.66 -24.8% 6 qtrs
71 BARCLAYS PLC 107.5K +12.1K (+12.7%) 2.48M -528.9K (-17.6%) 0.10% +0.011 pp 0.00% 0.000 pp USD27.74 -16.8% 16 qtrs
72 CAPTRUST FINANCIAL ADVISORS 100.4K +3.2K (+3.3%) 2.32M -98.7K (-4.1%) 0.10% +0.002 pp 0.00% -0.001 pp USD32.65 -29.3% 17 qtrs
73 ROYCE & ASSOCIATES LP 100.2K +— (+0.0%) 2.31M -177.3K (-7.1%) 0.10% -0.001 pp 0.02% -0.001 pp USD23.61 -2.3% 15 qtrs
74 LPL FINANCIAL LLC 90.8K -2.8K (-3.0%) 2.09M -230.1K (-9.9%) 0.09% -0.004 pp 0.00% 0.000 pp USD31.55 -26.9% 5 qtrs
75 RHUMBLINE ADVISERS 89.8K -10.6K (-10.6%) 2.07M -423.3K (-17.0%) 0.09% -0.011 pp 0.00% 0.000 pp USD23.28 -0.9% 17 qtrs
76 EXODUSPOINT CAPITAL MANAGEMENT, LP 85.4K +85.4K (+100.0%) 1.97M +2.0M (+100.0%) 0.08% +0.082 pp 0.02% +0.016 pp USD23.07 +0.0% 1 qtrs NEW
77 STIFEL FINANCIAL CORP 81.6K -13.6K (-14.3%) 1.88M -481.5K (-20.4%) 0.08% -0.014 pp 0.00% -0.001 pp USD25.23 -8.6% 6 qtrs
78 WELLS FARGO & COMPANY/MN 79.9K -7.7K (-8.8%) 1.84M -331.7K (-15.3%) 0.08% -0.008 pp 0.00% 0.000 pp USD27.34 -15.6% 19 qtrs
79 LEGAL & GENERAL GROUP PLC 79.2K -5.9K (-6.9%) 1.83M -286.3K (-13.5%) 0.08% -0.006 pp 0.00% 0.000 pp USD24.65 -6.4% 19 qtrs
80 DDD PARTNERS, LLC 76.2K +76.2K (+100.0%) 1.76M +1.8M (+100.0%) 0.07% +0.073 pp 0.11% +0.112 pp USD23.07 +0.0% 1 qtrs NEW
81 AQR CAPITAL MANAGEMENT LLC 75.6K +40.7K (+116.4%) 1.74M +876.6K (+101.0%) 0.07% +0.039 pp 0.00% +0.000 pp USD25.08 -8.0% 8 qtrs
82 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 73.2K -467.0 (-0.6%) 1.69M -141.3K (-7.7%) 0.07% -0.001 pp 0.02% -0.002 pp USD24.84 -7.1% 2 qtrs
83 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 69.9K +— (+0.0%) 1.61M -123.7K (-7.1%) 0.07% -0.001 pp 0.01% -0.001 pp USD25.72 -10.3% 8 qtrs
84 INVESCO LTD. 69.5K +3.5K (+5.3%) 1.60M -36.3K (-2.2%) 0.07% +0.003 pp 0.00% +0.000 pp USD33.92 -32.0% 17 qtrs
85 ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 69.3K -9.2K (-11.7%) 1.60M -350.9K (-18.0%) 0.07% -0.010 pp 0.07% -0.023 pp USD26.65 -13.4% 4 qtrs
86 JPMORGAN CHASE & CO 68.7K -1.0M (-93.8%) 1.58M -26.1M (-94.3%) 0.07% -1.012 pp 0.00% -0.002 pp USD34.51 -33.1% 19 qtrs
87 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 68.6K -16.0 (0.0%) 1.58M -121.7K (-7.1%) 0.07% -0.001 pp 0.00% 0.000 pp USD22.80 +1.2% 19 qtrs
88 HARBOR CAPITAL ADVISORS, INC. 68.1K +11.8K (+20.9%) 1.57M +171.0K (+12.2%) 0.07% +0.011 pp 0.12% +0.013 pp USD28.19 -18.2% 8 qtrs
89 BALYASNY ASSET MANAGEMENT L.P. 62.8K +62.8K (+100.0%) 1.45M +1.4M (+100.0%) 0.06% +0.060 pp 0.00% +0.002 pp USD23.07 +0.0% 5 qtrs
90 PRICE T ROWE ASSOCIATES INC /MD/ 59.6K -1.7K (-2.7%) 1.38M -146.0K (-9.6%) 0.06% -0.002 pp 0.00% +0.000 pp USD30.35 -24.0% 9 qtrs
91 CETERA INVESTMENT ADVISERS 58.2K +1.1K (+2.0%) 1.34M -75.0K (-5.3%) 0.06% +0.001 pp 0.00% 0.000 pp USD25.45 -9.4% 3 qtrs
92 DARK FOREST CAPITAL MANAGEMENT LP 53.9K -51.2K (-48.7%) 1.24M -1.4M (-52.4%) 0.05% -0.050 pp 0.06% -0.022 pp USD24.84 -7.1% 5 qtrs
93 BESSEMER GROUP INC 53.4K +1.3K (+2.5%) 1.23M -62.0K (-4.8%) 0.05% +0.001 pp 0.00% 0.000 pp USD31.74 -27.3% 5 qtrs
94 TECTONIC ADVISORS LLC 52.4K +1.9K (+3.7%) 1.21M -46.6K (-3.7%) 0.05% +0.001 pp 0.06% -0.005 pp USD24.78 -6.9% 2 qtrs
95 CRESCENT GROVE ADVISORS, LLC 50.0K +50.0K (+100.0%) 1.15M +1.2M (+100.0%) 0.05% +0.048 pp 0.11% +0.107 pp USD23.07 +0.0% 1 qtrs NEW
96 LEE FINANCIAL CO 49.9K +— (+0.0%) 1.15M -88.3K (-7.1%) 0.05% 0.000 pp 0.16% 0.000 pp USD36.68 -37.1% 5 qtrs
97 RAYMOND JAMES FINANCIAL INC 49.3K -252.8K (-83.7%) 1.14M -6.4M (-84.8%) 0.05% -0.245 pp 0.00% -0.002 pp USD27.35 -15.6% 5 qtrs
98 BLAIR WILLIAM & CO/IL 44.0K -19.2K (-30.4%) 1.01M -555.2K (-35.4%) 0.04% -0.019 pp 0.00% -0.002 pp USD25.83 -10.7% 3 qtrs
99 DIVERSIFIED TRUST CO 41.1K +7.1K (+21.0%) 948.6K +104.7K (+12.4%) 0.04% +0.007 pp 0.02% +0.001 pp USD30.49 -24.3% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 105 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Sovereign's Capital Flourish Fund SOVF 3.43% 3.85M 0.75%
2 Aztlan Global Stock Selection Dm SMID ETF AZTD 1.85% 599.8K 0.75%
3 WisdomTree Cloud Computing Fund WCLD 1.49% 3.73M 0.45%
4 WisdomTree Cloud Computing UCITS ETF WCLD.L 1.42% 3.89M 0.40%
5 State Street SPDR S&P Software & Services ETF XSW 0.83% 3.60M 0.35%
6 State Street SPDR FactSet Innovative Technology ETF XITK 0.76% 551.5K 0.45%
7 Harbor Human Capital Factor US Small Cap ETF HAPS 0.18% 300.5K 0.61%
8 Goldman Sachs Innovate Equity ETF GINN 0.08% 174.9K 0.50%
9 iShares Russell 2000 Growth ETF IWO 0.07% 10.92M 0.24%
10 Vanguard Russell 2000 Growth ETF VTWG 0.07% 1.17M 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
3.75
Bullish
Ratio by volume
3.00
Bullish
Buys
15
Sells
4
Shares acquired
6.28M
Shares disposed
24.6K
Cash buys
7.00
Cash sales
4.00
Net activity
+6,254,855
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
2026-04-05 SMITH BRIAN R Director / 10% Owner A-Award A Common Stock 1,160 0.00 553,185 D
2026-04-05 Mitchell Steven R Director A-Award A Common Stock 524 0.00 86,136 D
2026-04-05 Alvarez Maria Ines Director A-Award A Common Stock 674 0.00 58,552 D
2026-03-12 GENERAL ATLANTIC, L.P. Director / 10% Owner P-Purchase A Common Stock, par value $0.001 per share ("Common Stock") 500,000 18.33 9.17M 15,379,451 I
2026-03-12 GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director / 10% Owner P-Purchase A Common Stock, par value $0.001 per share ("Common Stock") 500,000 18.33 9.17M 15,379,451 I
2026-03-11 Payne Joseph P. Director P-Purchase A Common Stock 5,500 18.23 100.2K 26,628 D
2026-03-11 GENERAL ATLANTIC, L.P. Director / 10% Owner P-Purchase A Common Stock 900,000 18.41 16.57M 14,879,451 I
2026-03-11 GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director / 10% Owner P-Purchase A Common Stock 900,000 18.41 16.57M 14,879,451 I
2026-03-10 GENERAL ATLANTIC, L.P. Director / 10% Owner P-Purchase A Common Stock 1,103,749 17.56 19.38M 13,979,451 I
2026-03-10 GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director / 10% Owner P-Purchase A Common Stock 1,103,749 17.56 19.38M 13,979,451 I
2026-03-09 Shootman Alex Director / Officer S-Sale D Common Stock 10,876 16.59 180.4K 1,210,974 D
2026-03-09 GENERAL ATLANTIC, L.P. Director / 10% Owner P-Purchase A Common Stock, par value $0.001 per share ("Common Stock") 842,266 17.35 14.61M 12,875,702 I
2026-03-09 GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director / 10% Owner P-Purchase A Common Stock, par value $0.001 per share ("Common Stock") 842,266 17.35 14.61M 12,875,702 I
2026-03-04 Shootman Alex Director / Officer A-Award A Common Stock 211,608 0.00 1,221,850 D
2026-03-04 Sachdeva Prerna Officer A-Award A Common Stock 24,184 0.00 87,792 D
2026-03-04 Linebarger Douglas A. Officer A-Award A Common Stock 66,505 0.00 349,244 D
2026-03-02 Sachdeva Prerna Officer S-Sale D Common Stock 1,352 16.90 22.8K 63,608 D
2026-03-02 Linebarger Douglas A. Officer S-Sale D Common Stock 5,518 16.90 93.3K 216,233 D
2026-03-02 HUDSON CASSANDRA Officer S-Sale D Common Stock 6,869 16.90 116.1K 286,757 D
2026-01-05 SMITH BRIAN R Director / 10% Owner A-Award A Common Stock 877 0.00 552,025 D
2026-01-05 Mitchell Steven R Director A-Award A Common Stock 396 0.00 85,612 D
2026-01-05 Alvarez Maria Ines Director A-Award A Common Stock 255 0.00 57,878 D
2025-12-09 Shootman Alex Director / Officer S-Sale D Common Stock 42,930 21.92 941.0K 798,633 D
2025-12-02 Sachdeva Prerna Officer S-Sale D Common Stock 1,101 20.34 22.4K 64,960 D
2025-12-02 Linebarger Douglas A. Officer S-Sale D Common Stock 8,179 20.34 166.4K 221,751 D
2025-11-29 HUDSON CASSANDRA Officer A-Award A Common Stock 293,626 0.00 293,626 D
2025-11-07 Shootman Alex Director / Officer A-Award A Common Stock 45,000 19.45 875.3K 841,563 D
2025-11-01 HUDSON CASSANDRA Officer 0 0.00 0
2025-10-05 SMITH BRIAN R Director / 10% Owner A-Award A Common Stock 786 0.00 551,148 D
2025-10-05 Mitchell Steven R Director A-Award A Common Stock 347 0.00 85,216 D
2025-10-05 Alvarez Maria Ines Director A-Award A Common Stock 223 0.00 57,623 D
2025-09-09 Shootman Alex Director / Officer S-Sale D Common Stock 42,930 25.66 1.10M 796,563 D
2025-09-02 Sachdeva Prerna Officer S-Sale D Common Stock 2,967 24.76 73.5K 66,061 D
2025-09-02 Linebarger Douglas A. Officer F-InKind D Common Stock 8,242 24.76 204.1K 229,930 D
2025-09-02 HILL W BRYAN Officer S-Sale D Common Stock 20,366 24.76 504.3K 409,889 D
2025-08-27 Shootman Alex Director / Officer S-Sale D Common Stock 75,000 25.20 1.89M 839,493 D
2025-08-13 GENERAL ATLANTIC, L.P. Director / 10% Owner P-Purchase A Common Stock 129,391 22.54 2.92M 12,033,436 I
2025-08-13 GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director / 10% Owner P-Purchase A Common Stock 129,391 22.54 2.92M 12,033,436 I
2025-08-12 GENERAL ATLANTIC, L.P. Director / 10% Owner P-Purchase A Common Stock 516,771 21.46 11.09M 11,804,045 I
2025-08-12 GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director / 10% Owner P-Purchase A Common Stock 516,771 21.46 11.09M 11,804,045 I
2025-08-11 GENERAL ATLANTIC, L.P. Director / 10% Owner Common Stock, par value $0.001 per share ("Common Stock") 0 0.00 10,637,274 I
2025-08-11 GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director / 10% Owner Common Stock, par value $0.001 per share ("Common Stock") 0 0.00 10,637,274 I
2025-07-23 Morgan Susanna Director A-Award A Common Stock 11,769 0.00 11,769 D
2025-07-05 SMITH BRIAN R Director / 10% Owner A-Award A Common Stock 697 0.00 550,362 D
2025-07-05 Mitchell Steven R Director A-Award A Common Stock 301 0.00 84,869 D
2025-07-05 Alvarez Maria Ines Director A-Award A Common Stock 177 0.00 57,400 D
2025-06-09 Shootman Alex Director / Officer S-Sale D Common Stock 42,930 30.53 1.31M 914,493 D
2025-06-02 Sachdeva Prerna Officer S-Sale D Common Stock 155 28.36 4.4K 69,028 D
2025-06-02 Linebarger Douglas A. Officer S-Sale D Common Stock 7,170 28.36 203.3K 238,172 D
2025-06-02 HILL W BRYAN Officer S-Sale D Common Stock 20,365 28.36 577.6K 430,255 D
2025-05-28 Shootman Alex Director / Officer S-Sale D Common Stock 75,000 28.99 2.17M 957,423 D
2025-05-15 Payne Joseph P. Director P-Purchase A Common Stock 8,200 30.46 249.8K 21,128 D
2025-05-14 Yastine Barbara A. Director A-Award A Common Stock 7,225 0.00 80,756 D
2025-05-14 SMITH BRIAN R Director / 10% Owner A-Award A Common Stock 7,225 0.00 549,665 D
2025-05-14 Payne Joseph P. Director A-Award A Common Stock 12,928 0.00 12,928 D
2025-05-14 Osnoss Raphael Director A-Award A Common Stock 7,225 0.00 41,956 D
2025-05-14 Mitchell Steven R Director A-Award A Common Stock 7,225 0.00 84,568 D
2025-05-14 KANE CHARLES Director A-Award A Common Stock 7,225 0.00 43,289 D
2025-05-14 Alvarez Maria Ines Director A-Award A Common Stock 7,225 0.00 57,223 D
2025-05-09 Sachdeva Prerna Officer A-Award A Common Stock 19,179 0.00 69,183 D
2025-04-05 SMITH BRIAN R Director / 10% Owner A-Award A Common Stock 719 0.00 542,440 D
2025-04-05 Nelson Gary Lynn Director A-Award A Common Stock 511 0.00 406,455 D
2025-04-05 Mitchell Steven R Director A-Award A Common Stock 325 0.00 77,343 D
2025-04-05 Clark Christopher Todd Director A-Award A Common Stock 418 0.00 42,620 D
2025-04-05 Alvarez Maria Ines Director A-Award A Common Stock 174 0.00 49,998 D
2025-03-10 Shootman Alex Director / Officer S-Sale D Common Stock 35,408 24.28 859.7K 1,031,485 D
2025-03-03 Linebarger Douglas A. Officer S-Sale D Common Stock 4,358 30.41 132.5K 244,404 D
2025-03-03 HILL W BRYAN Officer S-Sale D Common Stock 17,409 30.41 529.4K 450,620 D
2025-02-26 Shootman Alex Director / Officer S-Sale D Common Stock 71,421 29.71 2.12M 1,070,472 D
2025-02-21 Shootman Alex Director / Officer A-Award A Common Stock 199,829 0.00 1,141,893 D
2025-02-20 Sachdeva Prerna Officer A-Award A Common Stock 9,991 0.00 50,004 D
2025-02-20 Linebarger Douglas A. Officer A-Award A Common Stock 57,094 0.00 248,762 D
2025-02-20 HILL W BRYAN Officer A-Award A Common Stock 114,188 0.00 468,029 D
2025-01-13 HILL W BRYAN Officer S-Sale D Common Stock 100,000 33.43 3.34M 353,841 D
2025-01-05 SMITH BRIAN R Director / 10% Owner A-Award A Common Stock 411 0.00 541,721 D
2025-01-05 Nelson Gary Lynn Director A-Award A Common Stock 334 0.00 405,944 D
2025-01-05 Mitchell Steven R Director A-Award A Common Stock 219 0.00 77,018 D
2025-01-05 Clark Christopher Todd Director A-Award A Common Stock 270 0.00 42,202 D
2025-01-05 Alvarez Maria Ines Director A-Award A Common Stock 232 0.00 49,824 D
2024-12-26 SMITH BRIAN R Director / 10% Owner G-Gift D Common Stock 100,000 0.00 541,310 D
2024-12-16 HILL W BRYAN Officer M-Exempt D Stock Option (Right to Buy) 100,000 2.34 234.0K 100,000 D
2024-12-12 Linebarger Douglas A. Officer S-Sale D Common Stock 50,000 40.05 2.00M 191,668 D
2024-12-09 Shootman Alex Director / Officer S-Sale D Common Stock 39,143 38.32 1.50M 942,064 D
2024-12-05 Bohanon Stephen Officer S-Sale D Common Stock 18,492 39.15 724.0K 339,712 D
2024-12-03 Linebarger Douglas A. Officer S-Sale D Common Stock 6,917 38.37 265.4K 241,668 D
2024-12-03 HILL W BRYAN Officer S-Sale D Common Stock 17,807 38.37 683.3K 353,841 D
2024-12-03 Bohanon Stephen Officer S-Sale D Common Stock 15,491 38.37 594.4K 358,204 D
2024-11-27 Shootman Alex Director / Officer S-Sale D Common Stock 75,000 39.28 2.95M 981,207 D
2024-11-25 HILL W BRYAN Officer S-Sale D Common Stock 99,755 41.89 4.18M 371,648 D
2024-11-25 GENERAL ATLANTIC, L.P. Director / 10% Owner S-Sale D Common Stock, par value $0.001 per share ("Common Stock") 3,000,000 39.75 119.25M 9,680,049 I
2024-11-25 GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director / 10% Owner S-Sale D Common Stock, par value $0.001 per share ("Common Stock") 3,000,000 39.75 119.25M 9,680,049 I
2024-11-22 Bohanon Stephen Officer S-Sale D Common Stock 2,562 40.75 104.4K 373,695 D
2024-11-21 Linebarger Douglas A. Officer S-Sale D Common Stock 13,724 38.99 535.1K 248,585 D
2024-11-21 HILL W BRYAN Officer S-Sale D Common Stock 39,838 38.03 1.51M 541,815 D
2024-11-20 Linebarger Douglas A. Officer S-Sale D Common Stock 12,079 38.08 460.0K 248,585 D
2024-11-18 HILL W BRYAN Officer M-Exempt A Common Stock 100,000 2.34 234.0K 571,403 D
2024-11-12 SMITH BRIAN R Director / 10% Owner S-Sale D Common Stock 18,750 37.50 703.1K 641,310 D
2024-11-12 Linebarger Douglas A. Officer M-Exempt D Stock Option (Right to Buy) 5,239 15.46 81.0K 59,640 D
2024-11-12 GENERAL ATLANTIC, L.P. Director / 10% Owner S-Sale D Common Stock, par value $0.001 per share ("Common Stock") 375,000 37.50 14.06M 12,680,049 I
2024-11-12 GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director / 10% Owner S-Sale D Common Stock, par value $0.001 per share ("Common Stock") 375,000 37.50 14.06M 12,680,049 I
2024-11-11 Linebarger Douglas A. Officer M-Exempt D Stock Option (Right to Buy) 2,219 15.46 34.3K 64,879 D
2024-11-08 SMITH BRIAN R Director / 10% Owner S-Sale D Common Stock 2,375,000 37.50 89.06M 14,574,490 I
2024-11-08 Linebarger Douglas A. Officer M-Exempt D Stock Option (Right to Buy) 502 15.46 7.8K 67,098 D
2024-11-08 KAISER GEORGE B 10% Owner S-Sale D Common Stock 2,500,000 37.50 93.75M 5,919,784 D
2024-11-08 GENERAL ATLANTIC, L.P. Director / 10% Owner S-Sale D Common Stock, par value $0.001 per share ("Common Stock") 2,500,000 37.50 93.75M 13,055,049 I
2024-11-08 GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director / 10% Owner S-Sale D Common Stock, par value $0.001 per share ("Common Stock") 2,500,000 37.50 93.75M 13,055,049 I
2024-10-16 Bohanon Stephen Officer M-Exempt D Stock Option (Right to Buy) 6,468 15.46 100.0K 69,393 D
2024-10-05 SMITH BRIAN R Director / 10% Owner A-Award A Common Stock 511 0.00 785,060 D
2024-10-05 Nelson Gary Lynn Director A-Award A Common Stock 415 0.00 405,610 D
2024-10-05 Mitchell Steven R Director A-Award A Common Stock 272 0.00 76,799 D
2024-10-05 Clark Christopher Todd Director A-Award A Common Stock 335 0.00 41,932 D
2024-10-05 Alvarez Maria Ines Director A-Award A Common Stock 287 0.00 49,592 D
2024-09-24 HILL W BRYAN Officer M-Exempt D Stock Option (Right to Buy) 44,954 2.34 105.2K 300,000 D
2024-09-23 HILL W BRYAN Officer M-Exempt D Stock Option (Right to Buy) 55,046 2.34 128.8K 344,954 D
2024-09-09 Shootman Alex Director / Officer S-Sale D Common Stock 37,758 29.75 1.12M 1,056,207
2024-09-06 Bohanon Stephen Officer S-Sale D Common Stock 15,058 29.60 445.7K 373,123
2024-09-05 Linebarger Douglas A. Officer S-Sale D Common Stock 6,970 31.59 220.2K 248,585
2024-09-05 HILL W BRYAN Officer S-Sale D Common Stock 17,937 31.59 566.6K 471,403
2024-09-05 Bohanon Stephen Officer S-Sale D Common Stock 15,605 31.59 493.0K 388,181
2024-08-29 Bohanon Stephen Officer S-Sale D Common Stock 31,739 33.58 1.07M 407,940
2024-08-27 HILL W BRYAN Officer M-Exempt A Common Stock 69,511 2.34 162.7K 558,851
2024-08-26 HILL W BRYAN Officer M-Exempt A Common Stock 30,489 2.34 71.3K 519,829
2024-08-21 Linebarger Douglas A. Officer S-Sale D Common Stock 70,154 31.48 2.21M 255,555
2024-08-20 Linebarger Douglas A. Officer M-Exempt A Common Stock 1,446 2.34 3.4K 257,001
2024-08-19 HILL W BRYAN Officer M-Exempt A Common Stock 100,000 2.34 234.0K 589,340
2024-08-14 Shootman Alex Director / Officer S-Sale D Common Stock 150,000 30.47 4.57M 1,093,965
2024-08-12 KAISER GEORGE B 10% Owner S-Sale D Common Stock 1,666,666 31.17 51.95M 8,419,784
2024-08-12 GENERAL ATLANTIC, L.P. Director / 10% Owner S-Sale D Common Stock, par value $0.001 per share ("Common Stock") 1,666,667 31.17 51.95M 15,555,049
2024-08-12 GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director / 10% Owner S-Sale D Common Stock, par value $0.001 per share ("Common Stock") 1,666,667 31.17 51.95M 15,555,049
2024-08-08 SMITH BRIAN R Director / 10% Owner S-Sale D Common Stock 1,583,334 31.17 49.35M 16,949,490
2024-08-05 Sachdeva Prerna Officer D Common Stock 0 0.00 40,013
2024-07-05 SMITH BRIAN R Director / 10% Owner A-Award A Common Stock 586 0.00 867,882
2024-07-05 Nelson Gary Lynn Director A-Award A Common Stock 476 0.00 405,195
2024-07-05 Mitchell Steven R Director A-Award A Common Stock 311 0.00 76,527
2024-07-05 Clark Christopher Todd Director A-Award A Common Stock 385 0.00 41,597
2024-07-05 Alvarez Maria Ines Director A-Award A Common Stock 330 0.00 49,305
2024-06-17 HILL W BRYAN Officer S-Sale D Common Stock 100,000 25.72 2.57M 489,340
2024-06-08 Shootman Alex Director / Officer F-InKind D Common Stock 35,867 26.91 965.2K 1,243,965
2024-06-06 Bohanon Stephen Officer S-Sale D Common Stock 19,460 26.89 523.2K 410,651
2024-06-01 Linebarger Douglas A. Officer F-InKind D Common Stock 6,425 27.43 176.2K 255,555
2024-06-01 HILL W BRYAN Officer F-InKind D Common Stock 16,537 27.43 453.6K 489,340
2024-06-01 Bohanon Stephen Officer F-InKind D Common Stock 14,388 27.43 394.7K 430,111
2024-05-21 Bohanon Stephen Officer S-Sale D Common Stock 5,053 28.63 144.7K 444,499
2024-05-20 HILL W BRYAN Officer S-Sale D Common Stock 100,000 28.80 2.88M 505,877
2024-05-20 Bohanon Stephen Officer M-Exempt D Stock Option (Right to Buy) 10,000 15.46 154.6K 107,600
2024-05-15 Yastine Barbara A. Director A-Award A Common Stock 6,853 0.00 73,531
2024-05-15 SMITH BRIAN R Director / 10% Owner A-Award A Common Stock 6,853 0.00 867,296
2024-05-15 Osnoss Raphael Director A-Award A Common Stock 6,853 0.00 34,731
2024-05-15 Nelson Gary Lynn Director A-Award A Common Stock 6,853 0.00 404,719
2024-05-15 Mitchell Steven R Director A-Award A Common Stock 6,853 0.00 76,216
2024-05-15 Linebarger Douglas A. Officer F-InKind D Common Stock 2,624 26.02 68.3K 261,980
2024-05-15 KANE CHARLES Director A-Award A Common Stock 6,853 0.00 36,064
2024-05-15 HILL W BRYAN Officer F-InKind D Common Stock 2,624 26.02 68.3K 505,877
2024-05-15 GENERAL ATLANTIC, L.P. Director / 10% Owner A-Award A Common Stock, par value $0.001 per share ("Common Stock") 6,853 0.00 17,221,716
2024-05-15 GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director / 10% Owner A-Award A Common Stock, par value $0.001 per share ("Common Stock") 6,853 0.00 17,221,716
2024-05-15 Clark Christopher Todd Director A-Award A Common Stock 6,853 0.00 41,212
2024-05-15 Bohanon Stephen Officer F-InKind D Common Stock 3,280 26.02 85.3K 449,552
2024-05-15 Alvarez Maria Ines Director A-Award A Common Stock 6,853 0.00 48,975
2024-05-07 Linebarger Douglas A. Officer M-Exempt A Common Stock 4,838 2.34 11.3K 267,587
2024-05-07 GENERAL ATLANTIC, L.P. Director / 10% Owner S-Sale D Common Stock, par value $0.001 per share ("Common Stock") 1,542,821 26.53 40.93M 17,186,985
2024-05-07 GENERAL ATLANTIC GENPAR (BERMUDA), L.P. Director / 10% Owner S-Sale D Common Stock, par value $0.001 per share ("Common Stock") 1,542,821 26.53 40.93M 17,186,985
2024-05-06 Linebarger Douglas A. Officer M-Exempt A Common Stock 59,868 1.70 101.8K 322,617
2024-04-09 Bohanon Stephen Officer M-Exempt D Stock Option (Right to Buy) 19,250 2.34 45.0K 0
2024-04-05 SMITH BRIAN R Director / 10% Owner A-Award A Common Stock 666 0.00 860,443
2024-04-05 Nelson Gary Lynn Director A-Award A Common Stock 541 0.00 397,866
2024-04-05 Mitchell Steven R Director A-Award A Common Stock 354 0.00 69,363
2024-04-05 Clark Christopher Todd Director A-Award A Common Stock 437 0.00 34,359
2024-04-05 Alvarez Maria Ines Director A-Award A Common Stock 375 0.00 42,122
2024-03-19 Bohanon Stephen Officer S-Sale D Common Stock 5,023 23.57 118.4K 429,800
2024-03-18 Bohanon Stephen Officer S-Sale D Common Stock 19,052 23.02 438.6K 444,823
2024-03-15 Linebarger Douglas A. Officer M-Exempt A Common Stock 4,362 1.70 7.4K 267,111
2024-03-14 Linebarger Douglas A. Officer M-Exempt A Common Stock 33,593 1.70 57.1K 296,342
2024-03-13 HILL W BRYAN Officer S-Sale D Common Stock 50,000 23.74 1.19M 508,501
2024-03-08 Shootman Alex Director / Officer F-InKind D Common Stock 26,480 23.76 629.2K 1,277,977
2024-03-08 HILL W BRYAN Officer M-Exempt D Stock Option (Right to Buy) 50,089 2.34 117.2K 850,000
2024-03-07 HILL W BRYAN Officer M-Exempt D Stock Option (Right to Buy) 41,778 2.34 97.8K 900,089
2024-03-06 HILL W BRYAN Officer M-Exempt A Common Stock 8,133 2.34 19.0K 516,634
2024-03-01 Ramundi Kristy Officer F-InKind D Common Stock 838 24.80 20.8K 134,553
2024-03-01 Linebarger Douglas A. Officer F-InKind D Common Stock 3,222 24.80 79.9K 262,749
2024-03-01 HILL W BRYAN Officer F-InKind D Common Stock 8,003 24.80 198.5K 508,501
2024-03-01 Bohanon Stephen Officer F-InKind D Common Stock 8,013 24.80 198.7K 463,875
2024-02-22 Shootman Alex Director / Officer A-Award A Common Stock 258,350 0.00 1,304,457
2024-02-21 Ramundi Kristy Officer A-Award A Common Stock 12,720 0.00 135,391
2024-02-21 Linebarger Douglas A. Officer A-Award A Common Stock 63,590 0.00 265,971
2024-02-21 HILL W BRYAN Officer A-Award A Common Stock 158,980 0.00 516,504
2024-02-21 Bohanon Stephen Officer A-Award A Common Stock 71,540 0.00 471,888
2024-01-05 SMITH BRIAN R Director / 10% Owner A-Award A Common Stock 690 0.00 859,777
2024-01-05 Nelson Gary Lynn Director A-Award A Common Stock 561 0.00 397,325
2024-01-05 Mitchell Steven R Director A-Award A Common Stock 367 0.00 69,009
2024-01-05 Clark Christopher Todd Director A-Award A Common Stock 453 0.00 33,922
2024-01-05 Alvarez Maria Ines Director A-Award A Common Stock 388 0.00 41,747
2023-12-14 Bohanon Stephen Officer M-Exempt D Stock Option (Right to Buy) 20,000 2.34 46.8K 19,250
2023-12-08 Shootman Alex Director / Officer F-InKind D Common Stock 29,513 22.49 663.7K 1,046,107
2023-12-06 HILL W BRYAN Officer S-Sale D Common Stock 30,000 23.26 697.7K 357,524
2023-12-05 Linebarger Douglas A. Officer M-Exempt A Common Stock 100,000 1.70 170.0K 302,381
2023-12-04 Bohanon Stephen Officer S-Sale D Common Stock 9,375 22.60 211.8K 425,348
2023-12-01 Ramundi Kristy Officer F-InKind D Common Stock 688 22.83 15.7K 122,671
2023-12-01 Linebarger Douglas A. Officer F-InKind D Common Stock 4,861 22.83 111.0K 202,381
2023-12-01 HILL W BRYAN Officer F-InKind D Common Stock 12,627 22.83 288.3K 387,524
2023-12-01 Bohanon Stephen Officer F-InKind D Common Stock 12,628 22.83 288.3K 444,808

Executive team

Top executives
EBIT / Employee
-52.7K
Shares Outstanding
107.02M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 W. Bryan Hill Former Chief Financial Officer 497.5K 6.67M 486.6K 7.65M 87.14%
2 2025 Alex Shootman Chief Executive Officer 558.5K 6.22M 699.8K 11.1K 7.49M 83.06%
3 2025 Cassandra Hudson Chief Financial Officer 77.6K 25.0K 6.26M 67.2K 1.3K 6.43M 97.34%
4 2025 Douglas A. Linebarger Chief Legal Officer 416.4K 1.82M 260.9K 3.4K 2.50M 72.75%
5 2024 Alex Shootman Chief Executive Officer 537.0K 6.56M 671.8K 8.3K 7.78M 84.36%
6 2024 W. Bryan Hill Chief Financial Officer 478.4K 3.97M 448.9K 9.5K 4.91M 80.91%
7 2024 W. Bryan Hill Former Chief Financial Officer 478.4K 3.97M 448.9K 9.5K 4.91M 80.91%
8 2024 Stephen Bohanon Chief Strategy Officer 452.1K 1.79M 565.6K 7.9K 2.81M 63.54%
9 2024 Douglas A. Linebarger Chief Legal Officer 400.4K 1.59M 250.5K 2.5K 2.24M 70.86%
10 2023 W. Bryan Hill Former Chief Financial Officer 460.0K 4.10M 461.3K 10.3K 5.03M 81.48%
11 2023 W. Bryan Hill Chief Financial Officer 460.0K 4.10M 461.3K 10.3K 5.03M 81.48%
12 2023 Alex Shootman Chief Executive Officer 516.5K 3.09M 690.6K 9.0K 4.31M 71.76%
13 2023 Stephen Bohanon Chief Strategy Officer 434.7K 2.05M 581.2K 8.6K 3.07M 66.66%
14 2022 Stephen Bohanon Chief Strategy Officer 432.3K 6.23M 622.4K 7.0K 7.29M 85.44%
15 2022 Stephen Bohanon Chief Strategy and Product Officer 432.3K 6.23M 622.4K 7.0K 7.29M 85.44%
16 2022 W. Bryan Hill Chief Financial Officer 432.3K 215.0K 2.89M 313.4K 8.6K 3.86M 74.90%
17 2022 Alex Shootman Chief Executive Officer 450.0K 540.8K 7.5K 998.3K 0.00%
18 2021 Alex Shootman Chief Executive Officer 68.4K 28.06M 75.0K 1.2K 28.20M 99.49%
19 2021 Michael Hansen Chief Executive Officer (Retired) 406.4K 1.50M 2.14M 675.2K 447.8K 5.17M 70.40%
20 2021 Stephen Bohanon Chief Strategy and Product Officer 418.7K 750.0K 993.0K 504.6K 9.0K 2.68M 65.15%
21 2021 W. Bryan Hill Chief Financial Officer 418.7K 600.0K 994.1K 400.3K 10.5K 2.42M 65.78%
22 2020 Stephen Bohanon Chief Strategy and Product Officer 412.0K 119.5K 408.1K 1.45M 2.39M 5.00%
23 2020 Michael Hansen Chief Executive Officer (Retired) 388.9K 86.2K 270.0K 1.39M 2.14M 4.03%
24 2020 W. Bryan Hill Chief Financial Officer 410.0K 278.1K 7.1K 695.2K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-07 DEFA14A
2026-04-07 DEF 14A
2025-03-31 DEFA14A
2025-03-31 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 SC 13D/A
2026-05-06 8-K
2026-05-06 4
2026-05-06 4
2026-04-30 10-Q
2026-04-29 8-K
2026-04-07 DEFA14A
2026-04-07 DEF 14A
2026-04-07 ARS
2026-04-07 4

Executive team

NameTitleCompensationGender
Alex Shootman Chief Executive Officer, President & Director 1M male
Stephen Bohanon Founder & Chief Strategy Officer 1M male
William Bryan Hill Consultant 984.1K male
Douglas A. Linebarger Chief Legal Officer & Secretary 680.7K male
Cassandra Hudson Chief Financial Officer & Treasurer 171.1K female
Nathaniel Harley Chief Revenue Officer & President of MANTL male
Prerna Sachdeva Chief Accounting Officer & Principal Accounting Officer female
Deep Varma Chief Technology Officer male
Steve Calk Head of Investor Relations male
Wayne McCulloch Chief Customer Officer male
Julie Kaye Hoagland Chief Human Resources Officer female
ESG Rating
B+
SOFTWARE - APPLICATION
2026
E (Environmental)
50.0 / 66.0
Company / Sector avg.
S (Social)
70.7 / 69.5
Company / Sector avg.
G (Governance)
56.9 / 67.5
Company / Sector avg.
ESG Total
59.2 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-11-13 2025-12-15 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-04-30 2025-05-07 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-04-17 2025-05-07 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits