Subscribe

Asana, Inc. (ASAN)

USD7.70 +0.24 (+3.22%)
US NYSE Technology Software - Application
Address 633 Folsom Street 94107-3600
San Francisco, CA, US
CEO Daniel Mark Rogers
Website asana.com
IPO 2020-09-30
CIK 1477720 ISIN US04342Y1047

Explore sections of this company profile

Description

Asana, Inc., alongside its subsidiaries, offers a comprehensive work management platform designed for individual contributors, team leaders, and top executives across the United States and globally. This platform empowers teams to coordinate diverse types of work, from routine daily tasks to complex, company-wide strategic initiatives. It facilitates the management of various projects, including new product rollouts, marketing campaigns, and the establishment of organizational goals. Asana serves a wide array of clients in sectors such as technology, retail, education, non-profit organizations, government, healthcare, media, and financial services. The company was founded in 2008 as Smiley Abstractions, Inc., and officially changed its name to Asana, Inc. in July 2009. Its corporate headquarters are situated in San Francisco, California.

News Sentiment (7d)
79 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD7.70 +0.24 (+3.22%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
7M
Beta
0.97
Float Shares
130.73M
Free Float %
55.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+3.98% +4.55% +5.21% -6.20% -48.29% -51.42% -63.59% -69.91% -81.89% -76.88% -76.88%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (18 ratings, all time) Hold
Price Targets & DCF
Current price
7.70
Low 7.00 -9.1%
Consensus 12.29 +59.6%
Median 14.00 +81.8%
High 18.00 +133.8%
DCF (Unlevered) 10.26 +33.3%
DCF (Levered) 19.91 +158.5%

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) 33% Bullish
Rating 2026-05 Change
Strong Buy 1 -1
Buy 4 0
Hold 8 0
Sell 2 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
7.00
-9.1%
Last Year 8
12.50
+62.3%
All Time 55
23.85
+209.7%
Quality scores
Altman Z-Score
-1.95
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
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
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +9.3% Q2'26: +9.5% (vs Q2'25)
  • EPS growth Software - Application: +28.6%
    +27.9% Q2'26: +64.7% (vs Q2'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -25.9% Q2'26: +18.3% (vs Q2'25)
  • EBIT margin Software - Application: +9.4%
    -21.2% Q2'26: +0.0% (vs Q2'25)
  • ROIC Software - Application: +7.5%
    Q2'26: +0.0% (vs Q2'25)
  • Share dilution Software - Application: +0.0%
    +3.2% Q2'26: +1.4% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    -1.43× Q2'26: -3.44× (vs Q2'25)
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 (0.95) × ERP
WACC = 88% × Ke + 12% × Kd (7.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 10.29 Current price: 7.70
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 Jan 2021
actual
Jan 2022
actual
Jan 2023
actual
Jan 2024
actual
Jan 2025
actual
Jan 2026
10 Rev. Ana.
7 EPS Ana.
Jan 2027
10 Rev. Ana.
7 EPS Ana.
Jan 2028
10 Rev. Ana.
7 EPS Ana.
Jan 2029
6 Rev. Ana.
2 EPS Ana.
Jan 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
227.00M
est: 221.25M (+2.6%)
378.44M
est: 371.95M (+1.7%)
547.21M
est: 542.08M (+0.9%)
652.50M
est: 689.30M (-5.3%)
723.88M
est: 723.75M (+0.0%)
790.43M
785.69M – 793.85M
+9.2% YoY
854.30M
849.17M – 858.00M
+8.1% YoY
921.63M
920.94M – 922.31M
+7.9% YoY
1.00B
1.00B – 1.00B
+8.8% YoY
1.11B
1.10B – 1.11B
+10.5% YoY
EBITDA
-154.12M
est: -121.61M (-26.7%)
-258.26M
est: -250.45M (-3.1%)
-388.22M
est: -361.03M (-7.5%)
-235.03M
est: 184.82M (-227.2%)
-229.55M
est: 194.06M (-218.3%)
211.94M
210.66M – 212.85M
+9.2% YoY
229.06M
227.69M – 230.05M
+8.1% YoY
247.11M
246.93M – 247.30M
+7.9% YoY
268.95M
268.90M – 268.99M
+8.8% YoY
297.25M
295.46M – 298.53M
+10.5% YoY
EBIT
-174.00M
est: -129.54M (-34.3%)
-266.72M
est: -257.51M (-3.6%)
-400.89M
est: -370.22M (-8.3%)
-249.37M
est: 166.49M (-249.8%)
-247.09M
est: 174.81M (-241.3%)
190.91M
189.77M – 191.74M
+9.2% YoY
206.34M
205.10M – 207.23M
+8.1% YoY
222.60M
222.44M – 222.77M
+7.9% YoY
242.27M
242.23M – 242.31M
+8.8% YoY
267.76M
266.16M – 268.92M
+10.5% YoY
Net Income
-211.71M
est: -281.32M (+24.7%)
-288.34M
est: -292.59M (+1.5%)
-407.77M
est: -328.81M (-24.0%)
-257.03M
est: -272.51M (+5.7%)
-255.54M
est: -35.03M (-629.5%)
59.74M
58.40M – 61.08M
+270.5% YoY
86.62M
84.28M – 88.96M
+45.0% YoY
106.23M
96.99M – 115.47M
+22.6% YoY
136.33M
103.44M – 169.22M
+28.3% YoY
137.36M
136.29M – 138.13M
+0.8% YoY
SGA
252.69M
est: 215.97M (+17.0%)
401.60M
est: 363.07M (+10.6%)
601.27M
est: 529.13M (+13.6%)
533.29M
est: 623.95M (-14.5%)
571.95M
est: 655.14M (-12.7%)
715.49M
711.20M – 718.59M
+9.2% YoY
773.31M
768.67M – 776.66M
+8.1% YoY
834.26M
833.63M – 834.87M
+7.9% YoY
907.96M
907.80M – 908.12M
+8.8% YoY
1.00B
997.48M – 1.01B
+10.5% YoY
EPS
-1.31
est: -1.23 (-6.9%)
-1.63
est: -0.96 (-70.1%)
-2.04
est: -1.17 (-75.1%)
-1.17
est: -1.15 (-1.6%)
-1.11
est: -0.15 (-650.4%)
0.26
0.25 – 0.26
+273.4% YoY
0.37
0.36 – 0.38
+42.6% YoY
0.46
0.41 – 0.49
+25.3% YoY
0.58
0.44 – 0.71
+25.6% YoY
0.58
0.58 – 0.58
+0.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-27 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-26 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-22 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-21 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-20 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-19 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-18 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-15 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-14 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-13 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-12 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-11 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-08 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-07 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-05 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-04 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 C 2/5 5/5 1/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
150.11M
OE per share TTM
0.63
Owner's Yield
9.46%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
46.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
265
Total invested
659.11M
Insider transactions (90d)
6
Beneficial owners (>5%)
23
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Dustin A. Moskovitz 112.65M 58.30% 93.38M 110.93M 1.72M IN 2022-09-16
2 48.6%(4)(5) 72.67M 48.60% 72.67M 72.67M IN 2021-02-12
3 21.2%(2)(3) 21.54M 21.20% 21.54M 21.54M IN 2021-02-12
4 17.5%(2)(3) 20.97M 17.50% 20.97M 20.97M IN 2022-02-15
5 The Vanguard Group - 23-1945930 7.31M 7.48% 144.0K 7.11M 195.5K IA Pennsylvania 2022-02-09
6 (1) BlackRock, Inc. 7.20M 5.00% 7.11M 7.20M HC Delaware 2024-11-08
7 ALLIANZ GLOBAL INVESTORS GmbH 7.14M 5.00% 7.14M 22.7K 7.12M FI Frankfurt, Germany 2024-11-13
8 Generation IM Climate Solutions Fund II, L.P. 1.00M 1.02% 1.00M OO England and Wales 2022-02-14
9 Generation IM Climate Solutions II GP, Ltd. 1.00M 1.02% 1.00M OO England and Wales 2022-02-14
10 Generation Investment Management LLP 1.00M 1.02% 1.00M IA England and Wales 2022-02-14
11 Matthew R. Cohler 521.8K 0.50% 521.8K 521.8K IN 2022-02-14
12 Bruce W. Dunlevie 219.3K 0.20% 219.3K 219.3K IN U.S. Citizen 2022-02-14
13 Mitchell H. Lasky 129.8K 0.10% 129.8K 129.8K IN U.S. Citizen 2022-02-14
14 52-0556948 35.3K 0.00% 13.2K 35.3K IA Maryland 2022-02-14
15 J. William Gurley 5.3K 0.00% 5.3K 5.3K IN U.S. Citizen 2022-02-14
16 Alexandre Balkanski 0.00% IN 2022-02-14
17 Benchmark Capital Management Co. VI, L.L.C. 0.00% OO 2022-02-14
18 Benchmark Capital Partners VI, L.P. (“BCP VI”) 0.00% PN 2022-02-14
19 Benchmark Founders’ Fund VI, L.P. (“BFF VI”) 0.00% PN 2022-02-14
20 Benchmark Founders’ Fund VI-B, L.P. (“BFF VI-B”) 0.00% PN 2022-02-14
21 Kevin R. Harvey 0.00% IN 2022-02-14
22 Peter Fenton 0.00% IN 2022-02-14
23 Robert C. Kagle 0.00% IN U.S. Citizen 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
265
+6 vs prev Q
New positions
56
Closed positions
47
Increased
155
Reduced
64
Put/Call ratio
1.52
Calls held
1.05M
Puts held
1.60M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 13.17M +48.8K (+0.4%) 180.61M +5.3M (+3.0%) 5.54% -0.016 pp 0.00% +0.000 pp USD30.12 -54.5% 22 qtrs
2 BLACKROCK, INC. 8.35M -70.8K (-0.8%) 114.52M +2.0M (+1.8%) 3.51% -0.053 pp 0.00% +0.000 pp USD12.26 +11.8% 6 qtrs
3 D. E. SHAW & CO., INC. 6.66M -376.6K (-5.4%) 91.26M -2.7M (-2.9%) 2.80% -0.178 pp 0.05% -0.003 pp USD14.59 -6.0% 18 qtrs
4 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 5.21M +565.7K (+12.2%) 71.49M +9.4M (+15.1%) 2.19% +0.225 pp 0.04% +0.003 pp USD16.03 -14.5% 5 qtrs
5 VOYA INVESTMENT MANAGEMENT LLC 4.84M -85.1K (-1.7%) 66.33M +557.0K (+0.8%) 2.03% -0.050 pp 0.07% 0.000 pp USD18.84 -27.2% 19 qtrs
6 GOLDMAN SACHS GROUP INC 2.79M +977.1K (+53.8%) 38.28M +14.0M (+57.9%) 1.17% +0.406 pp 0.00% +0.002 pp USD16.78 -18.3% 21 qtrs
7 MARSHALL WACE, LLP 2.65M +689.5K (+35.1%) 36.37M +10.1M (+38.7%) 1.12% +0.285 pp 0.03% +0.007 pp USD13.78 -0.5% 7 qtrs
8 MORGAN STANLEY 2.65M +624.3K (+30.9%) 36.30M +9.3M (+34.3%) 1.11% +0.257 pp 0.00% +0.001 pp USD17.32 -20.8% 22 qtrs
9 STATE STREET CORP 2.50M -256.9K (-9.3%) 34.27M -2.6M (-6.9%) 1.05% -0.116 pp 0.00% 0.000 pp USD45.92 -70.1% 21 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 2.08M +10.0K (+0.5%) 28.49M +862.6K (+3.1%) 0.87% -0.002 pp 0.00% +0.000 pp USD49.29 -72.2% 21 qtrs
11 FIRST TRUST ADVISORS LP 1.76M +236.1K (+15.5%) 24.15M +3.8M (+18.5%) 0.74% +0.095 pp 0.02% +0.002 pp USD18.61 -26.3% 20 qtrs
12 TWO SIGMA INVESTMENTS, LP 1.67M +842.3K (+102.0%) 22.87M +11.8M (+107.3%) 0.70% +0.352 pp 0.03% +0.016 pp USD16.66 -17.7% 21 qtrs
13 JACOBS LEVY EQUITY MANAGEMENT, INC 1.55M -247.5K (-13.8%) 21.20M -2.8M (-11.5%) 0.65% -0.109 pp 0.08% -0.013 pp USD14.50 -5.4% 7 qtrs
14 TWO SIGMA ADVISERS, LP 1.40M +1.2M (+588.6%) 19.15M +16.4M (+606.6%) 0.59% +0.502 pp 0.04% +0.032 pp USD15.90 -13.8% 19 qtrs
15 JUPITER ASSET MANAGEMENT LTD 1.37M +1.2M (+705.6%) 18.85M +16.6M (+726.7%) 0.58% +0.506 pp 0.15% +0.131 pp USD13.77 -0.4% 4 qtrs
16 BANK OF AMERICA CORP /DE/ 1.16M +457.2K (+64.9%) 15.93M +6.5M (+69.2%) 0.49% +0.190 pp 0.00% +0.001 pp USD14.07 -2.6% 21 qtrs
17 POINT72 ASSET MANAGEMENT, L.P. 1.03M +1.0M (+100.0%) 14.13M +14.1M (+100.0%) 0.43% +0.434 pp 0.02% +0.016 pp USD13.71 +0.0% 1 qtrs NEW
18 UBS GROUP AG 966.5K +126.5K (+15.1%) 13.25M +2.0M (+18.1%) 0.41% +0.051 pp 0.00% +0.000 pp USD14.25 -3.8% 22 qtrs
19 MILLENNIUM MANAGEMENT LLC 933.0K +453.4K (+94.5%) 12.79M +6.4M (+99.6%) 0.39% +0.189 pp 0.01% +0.003 pp USD14.28 -4.0% 22 qtrs
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 925.3K +40.9K (+4.6%) 12.69M +870.3K (+7.4%) 0.39% +0.015 pp 0.00% +0.000 pp USD48.91 -72.0% 21 qtrs
21 NORTHERN TRUST CORP 816.0K -7.6K (-0.9%) 11.19M +184.3K (+1.7%) 0.34% -0.006 pp 0.00% +0.000 pp USD48.85 -71.9% 21 qtrs
22 FEDERATED HERMES, INC. 804.7K +391.4K (+94.7%) 11.03M +5.5M (+99.8%) 0.34% +0.163 pp 0.02% +0.009 pp USD13.58 +1.0% 4 qtrs
23 NUVEEN, LLC 775.6K +35.5K (+4.8%) 10.63M +745.8K (+7.5%) 0.33% +0.013 pp 0.00% +0.000 pp USD14.26 -3.9% 4 qtrs
24 JANE STREET GROUP, LLC 654.3K +654.3K (+100.0%) 8.97M +9.0M (+100.0%) 0.28% +0.275 pp 0.00% +0.001 pp USD13.71 +0.0% 22 qtrs
25 VOLEON CAPITAL MANAGEMENT LP 645.1K +617.4K (+2,229.4%) 8.84M +8.5M (+2,290.4%) 0.27% +0.260 pp 0.19% +0.181 pp USD13.69 +0.1% 2 qtrs
26 FMR LLC 642.4K -205.2K (-24.2%) 8.81M -2.5M (-22.2%) 0.27% -0.089 pp 0.00% 0.000 pp USD14.25 -3.8% 20 qtrs
27 BANK OF NEW YORK MELLON CORP 573.6K +244.0 (+0.0%) 7.86M +204.0K (+2.7%) 0.24% -0.002 pp 0.00% 0.000 pp USD27.31 -49.8% 21 qtrs
28 ACADIAN ASSET MANAGEMENT LLC 553.2K -235.2K (-29.8%) 7.57M -3.0M (-28.0%) 0.23% -0.101 pp 0.01% -0.006 pp USD14.11 -2.8% 6 qtrs
29 AQR CAPITAL MANAGEMENT LLC 530.5K +346.8K (+188.8%) 7.27M +4.8M (+196.3%) 0.22% +0.145 pp 0.00% +0.002 pp USD13.72 -0.1% 10 qtrs
30 ENGINEERS GATE MANAGER LP 507.7K +168.8K (+49.8%) 6.96M +2.4M (+53.7%) 0.21% +0.070 pp 0.08% +0.031 pp USD14.12 -2.9% 18 qtrs
31 TREXQUANT INVESTMENT LP 489.1K +359.1K (+276.2%) 6.71M +5.0M (+286.1%) 0.21% +0.151 pp 0.06% +0.042 pp USD13.62 +0.7% 5 qtrs
32 CITIGROUP INC 413.3K +362.9K (+719.0%) 5.67M +5.0M (+740.4%) 0.17% +0.153 pp 0.00% +0.002 pp USD13.97 -1.9% 22 qtrs
33 CATALYTIC WEALTH RIA, LLC 402.1K -2.5K (-0.6%) 5.51M +107.3K (+2.0%) 0.17% -0.002 pp 0.20% +0.025 pp USD13.38 +2.5% 3 qtrs
34 CITADEL ADVISORS LLC 388.6K -5.8K (-1.5%) 5.33M +58.5K (+1.1%) 0.16% -0.004 pp 0.00% +0.000 pp USD25.29 -45.8% 21 qtrs
35 WHETSTONE CAPITAL ADVISORS, LLC 381.7K +— (+0.0%) 5.23M +133.6K (+2.6%) 0.16% -0.001 pp 1.63% +0.221 pp USD15.55 -11.8% 19 qtrs
36 CANADA PENSION PLAN INVESTMENT BOARD 353.1K +67.0K (+23.4%) 4.84M +1.0M (+26.7%) 0.15% +0.027 pp 0.00% +0.001 pp USD14.67 -6.5% 11 qtrs
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 337.4K -202.0K (-37.4%) 4.63M -2.6M (-35.8%) 0.14% -0.087 pp 0.00% 0.000 pp USD14.74 -7.0% 22 qtrs
38 PUBLIC SECTOR PENSION INVESTMENT BOARD 316.8K +316.8K (+100.0%) 4.34M +4.3M (+100.0%) 0.13% +0.133 pp 0.01% +0.015 pp USD13.71 +0.0% 1 qtrs NEW
39 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 301.2K +301.2K (+100.0%) 4.13M +4.1M (+100.0%) 0.13% +0.127 pp 0.01% +0.011 pp USD13.71 +0.0% 5 qtrs
40 JPMORGAN CHASE & CO 288.9K -282.4K (-49.4%) 3.96M -3.7M (-48.1%) 0.12% -0.120 pp 0.00% 0.000 pp USD17.39 -21.2% 22 qtrs
41 DEUTSCHE BANK AG\ 271.5K +2.8K (+1.0%) 3.72M +131.8K (+3.7%) 0.11% +0.000 pp 0.00% +0.000 pp USD20.09 -31.8% 21 qtrs
42 GROUP ONE TRADING, L.P. 260.6K +155.7K (+148.5%) 3.57M +2.2M (+155.0%) 0.11% +0.065 pp 0.01% +0.004 pp USD14.51 -5.5% 7 qtrs
43 WESTERLY CAPITAL MANAGEMENT, LLC 250.0K +250.0K (+100.0%) 3.43M +3.4M (+100.0%) 0.11% +0.105 pp 0.75% +0.753 pp USD13.71 +0.0% 17 qtrs
44 VERITION FUND MANAGEMENT LLC 239.4K -46.8K (-16.4%) 3.28M -542.0K (-14.2%) 0.10% -0.021 pp 0.01% -0.003 pp USD13.41 +2.2% 11 qtrs
45 XTX TOPCO LTD 235.5K +160.3K (+213.4%) 3.23M +2.2M (+221.6%) 0.10% +0.067 pp 0.08% +0.033 pp USD13.60 +0.8% 2 qtrs
46 UBS ASSET MANAGEMENT AMERICAS INC 224.4K -12.4K (-5.3%) 3.08M -87.8K (-2.8%) 0.09% -0.006 pp 0.00% +0.000 pp USD25.39 -46.0% 19 qtrs
47 MAREX GROUP PLC 221.5K -254.3K (-53.5%) 3.04M -3.3M (-52.2%) 0.09% -0.108 pp 0.02% -0.026 pp USD13.46 +1.9% 3 qtrs
48 RUSSELL INVESTMENTS GROUP, LTD. 210.4K -102.3K (-32.7%) 2.90M -1.3M (-30.6%) 0.09% -0.044 pp 0.00% -0.002 pp USD14.46 -5.2% 21 qtrs
49 IMC-CHICAGO, LLC 202.9K -36.0K (-15.1%) 2.78M -410.2K (-12.8%) 0.09% -0.016 pp 0.00% 0.000 pp USD13.69 +0.1% 11 qtrs
50 EXODUSPOINT CAPITAL MANAGEMENT, LP 183.0K +136.3K (+292.0%) 2.51M +1.9M (+302.3%) 0.08% +0.057 pp 0.02% +0.013 pp USD13.62 +0.7% 4 qtrs
51 SWISS NATIONAL BANK 170.0K +3.9K (+2.3%) 2.33M +111.6K (+5.0%) 0.07% +0.001 pp 0.00% +0.000 pp USD50.55 -72.9% 19 qtrs
52 BARCLAYS PLC 169.0K +3.3K (+2.0%) 2.32M +396.3K (+20.6%) 0.07% +0.001 pp 0.00% +0.000 pp USD14.83 -7.6% 16 qtrs
53 CAPITAL FUND MANAGEMENT S.A. 156.3K +12.1K (+8.4%) 2.14M +216.0K (+11.2%) 0.07% +0.005 pp 0.01% +0.001 pp USD14.79 -7.3% 6 qtrs
54 OCCUDO QUANTITATIVE STRATEGIES LP 156.3K +67.6K (+76.1%) 2.14M +957.3K (+80.8%) 0.07% +0.028 pp 0.14% -0.001 pp USD13.51 +1.5% 2 qtrs
55 NEO IVY CAPITAL MANAGEMENT 155.3K +155.3K (+100.0%) 2.13M +2.1M (+100.0%) 0.07% +0.065 pp 0.34% +0.336 pp USD13.71 +0.0% 7 qtrs
56 QUANTBOT TECHNOLOGIES LP 154.3K +154.3K (+100.0%) 2.12M +2.1M (+100.0%) 0.06% +0.065 pp 0.07% +0.070 pp USD13.71 +0.0% 1 qtrs NEW
57 Y-INTERCEPT (HONG KONG) LTD 152.1K +98.9K (+186.0%) 2.08M +1.4M (+193.5%) 0.06% +0.041 pp 0.05% +0.030 pp USD13.71 +0.0% 4 qtrs
58 SQUAREPOINT OPS LLC 132.4K +19.7K (+17.5%) 1.82M +309.8K (+20.6%) 0.06% +0.008 pp 0.00% +0.000 pp USD13.74 -0.2% 6 qtrs
59 PANAGORA ASSET MANAGEMENT INC 126.3K -1.4K (-1.1%) 1.73M +25.3K (+1.5%) 0.05% -0.001 pp 0.01% -0.001 pp USD14.38 -4.7% 4 qtrs
60 SEI INVESTMENTS CO 121.0K -8.7K (-6.7%) 1.66M -74.0K (-4.3%) 0.05% -0.004 pp 0.00% 0.000 pp USD15.33 -10.6% 5 qtrs
61 FORMULA GROWTH LTD 120.0K -10.0K (-7.7%) 1.65M -91.6K (-5.3%) 0.05% -0.005 pp 0.63% +0.016 pp USD16.25 -15.6% 11 qtrs
62 SCHONFELD STRATEGIC ADVISORS LLC 116.3K -73.9K (-38.9%) 1.59M -946.3K (-37.3%) 0.05% -0.032 pp 0.01% -0.007 pp USD14.56 -5.8% 15 qtrs
63 RHUMBLINE ADVISERS 115.1K -32.3K (-21.9%) 1.58M -391.4K (-19.9%) 0.05% -0.014 pp 0.00% 0.000 pp USD38.20 -64.1% 19 qtrs
64 LIGHTHOUSE INVESTMENT PARTNERS, LLC 110.5K +110.5K (+100.0%) 1.51M +1.5M (+100.0%) 0.05% +0.047 pp 0.05% +0.046 pp USD13.71 +0.0% 1 qtrs NEW
65 DARK FOREST CAPITAL MANAGEMENT LP 110.0K +64.7K (+142.8%) 1.51M +896.7K (+146.6%) 0.05% +0.027 pp 0.07% +0.051 pp USD13.62 +0.7% 3 qtrs
66 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 109.2K +94.9K (+663.4%) 1.50M +1.3M (+683.4%) 0.05% +0.040 pp 0.05% +0.044 pp USD14.57 -5.9% 5 qtrs
67 WELLS FARGO & COMPANY/MN 107.3K +45.9K (+74.8%) 1.47M +650.9K (+79.4%) 0.05% +0.019 pp 0.00% +0.000 pp USD18.86 -27.3% 21 qtrs
68 INVESCO LTD. 106.8K +16.5K (+18.3%) 1.46M +257.8K (+21.4%) 0.04% +0.007 pp 0.00% +0.000 pp USD19.04 -28.0% 19 qtrs
69 LEGAL & GENERAL GROUP PLC 99.4K -5.3K (-5.1%) 1.36M -36.0K (-2.6%) 0.04% -0.003 pp 0.00% +0.000 pp USD48.38 -71.7% 19 qtrs
70 CRESSET ASSET MANAGEMENT, LLC 99.2K +— (+0.0%) 1.36M +34.7K (+2.6%) 0.04% 0.000 pp 0.01% +0.000 pp USD21.90 -37.4% 11 qtrs
71 ALLIANCEBERNSTEIN L.P. 99.2K -1.0K (-1.0%) 1.36M +20.7K (+1.5%) 0.04% -0.001 pp 0.00% +0.000 pp USD29.04 -52.8% 19 qtrs
72 GILDER GAGNON HOWE & CO LLC 97.8K +912.0 (+0.9%) 1.34M +46.4K (+3.6%) 0.04% +0.000 pp 0.01% +0.001 pp USD17.18 -20.2% 11 qtrs
73 PRICE T ROWE ASSOCIATES INC /MD/ 95.8K +4.6K (+5.0%) 1.31M +94.0K (+7.7%) 0.04% +0.002 pp 0.00% +0.000 pp USD20.32 -32.5% 22 qtrs
74 PARAGON CAPITAL MANAGEMENT LTD 94.2K +— (+0.0%) 1.29M +33.0K (+2.6%) 0.04% 0.000 pp 0.26% +0.024 pp USD100.82 -86.4% 18 qtrs
75 SAVANT CAPITAL, LLC 92.9K -996.0 (-1.1%) 1.27M +19.2K (+1.5%) 0.04% -0.001 pp 0.01% 0.000 pp USD19.83 -30.9% 5 qtrs
76 CRAWFORD FUND MANAGEMENT, LLC 82.5K -19.0K (-18.7%) 1.13M -225.0K (-16.6%) 0.03% -0.008 pp 0.15% -0.068 pp USD20.27 -32.4% 5 qtrs
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 79.1K -163.0 (-0.2%) 1.08M +25.5K (+2.4%) 0.03% 0.000 pp 0.00% +0.000 pp USD64.25 -78.7% 19 qtrs
78 NORGES BANK 78.6K +78.6K (+100.0%) 1.08M +1.1M (+100.0%) 0.03% +0.033 pp 0.00% +0.000 pp USD13.71 +0.0% 1 qtrs NEW
79 TEACHER RETIREMENT SYSTEM OF TEXAS 78.3K -2.6K (-3.3%) 1.07M -8.0K (-0.7%) 0.03% -0.001 pp 0.00% -0.001 pp USD17.52 -21.7% 5 qtrs
80 FRANKLIN RESOURCES INC 77.8K +15.1K (+24.2%) 1.07M +229.4K (+27.4%) 0.03% +0.006 pp 0.00% +0.000 pp USD13.53 +1.3% 3 qtrs
81 WESBANCO BANK INC 73.5K +38.5K (+110.0%) 1.01M +540.1K (+115.5%) 0.03% +0.016 pp 0.03% +0.015 pp USD13.54 +1.3% 2 qtrs
82 MASSAR CAPITAL MANAGEMENT, LP 73.3K +— (+0.0%) 1.00M +25.7K (+2.6%) 0.03% 0.000 pp 0.11% -0.021 pp USD13.36 +2.6% 2 qtrs
83 PEAK6 LLC 69.6K -167.9K (-70.7%) 954.2K -2.2M (-69.9%) 0.03% -0.071 pp 0.00% -0.003 pp USD20.27 -32.4% 5 qtrs
84 SG AMERICAS SECURITIES, LLC 65.8K +24.3K (+58.4%) 902.0K +347.0K (+62.5%) 0.03% +0.010 pp 0.00% -0.001 pp USD13.49 +1.6% 19 qtrs
85 ALGERT GLOBAL LLC 65.7K +— (+0.0%) 900.0K +23.0K (+2.6%) 0.03% 0.000 pp 0.01% -0.001 pp USD14.67 -6.5% 6 qtrs
86 WALLEYE TRADING LLC 64.7K +52.8K (+442.8%) 887.6K +728.3K (+457.0%) 0.03% +0.022 pp 0.00% +0.001 pp USD13.66 +0.4% 16 qtrs
87 DGS CAPITAL MANAGEMENT, LLC 61.9K +— (+0.0%) 849.0K +21.7K (+2.6%) 0.03% 0.000 pp 0.15% -0.005 pp USD19.00 -27.8% 9 qtrs
88 GSA CAPITAL PARTNERS LLP 60.5K +60.5K (+100.0%) 829.0K +829.0K (+100.0%) 0.03% +0.025 pp 0.07% +0.071 pp USD13.71 +0.0% 18 qtrs
89 WALLEYE CAPITAL LLC 60.2K +45.6K (+312.3%) 825.3K +630.3K (+323.1%) 0.03% +0.019 pp 0.00% +0.002 pp USD14.51 -5.5% 11 qtrs
90 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 57.2K -704.0 (-1.2%) 783.7K +10.6K (+1.4%) 0.02% -0.001 pp 0.12% -0.003 pp USD24.18 -43.3% 19 qtrs
91 78.5K +78.5K (+100.0%) 8.6K +8.6K (+100.0%) 0.03% +0.033 pp 0.01% +0.011 pp USD13.71 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 99 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 WisdomTree Cloud Computing UCITS ETF WCLD.L 1.28% 3.52M 0.40%
2 WisdomTree Cloud Computing Fund WCLD 1.22% 3.07M 0.45%
3 KraneShares Man Buyout Beta Index ETF BUYO 0.82% 135.4K 0.89%
4 Renaissance IPO ETF IPO 0.74% 1.18M 0.60%
5 State Street SPDR S&P Software & Services ETF XSW 0.68% 2.97M 0.35%
6 First Trust Cloud Computing ETF SKYY 0.50% 14.51M 0.60%
7 State Street SPDR FactSet Innovative Technology ETF XITK 0.50% 361.9K 0.45%
8 Zacks Small/Mid Cap ETF SMIZ 0.40% 613.5K 0.56%
9 First Trust Cloud Computing UCITS ETF SKYU.L 0.37% 1.53M 0.60%
10 State Street SPDR S&P Kensho New Economies Composite ETF KOMP 0.19% 5.20M 0.20%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
6
Sells
0
Shares acquired
690.9K
Shares disposed
Cash buys
Cash sales
Net activity
+690,875
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
2026-05-06 Megji Aziz Officer A-Award A Class A Common Stock 585,775 0.00 810,324 D
2026-05-06 Colendich Katie Marie Officer A-Award A Class A Common Stock 98,200 0.00 197,824 D
2026-05-01 NORRINGTON LORRIE M Director A-Award A Class A Common Stock 2,323 0.00 144,546 D
2026-05-01 D'Angelo Adam Director A-Award A Class A Common Stock 1,186 0.00 58,755 D
2026-05-01 Cohler Matt Director A-Award A Class A Common Stock 1,335 0.00 341,184 D
2026-05-01 Anderson-Copperman Krista Director A-Award A Class A Common Stock 2,056 0.00 67,844 D
2026-03-31 Rosenstein Justin Director G-Gift D Class A Common Stock 6,350,000 0.00 3,210,398 D
2026-03-27 Megji Aziz Officer S-Sale D Class A Common Stock 30,650 6.10 187.1K 224,549 D
2026-03-25 Colendich Katie Marie Officer S-Sale D Class A Common Stock 5,015 6.42 32.2K 99,624 D
2026-03-24 Megji Aziz Officer Class A Common Stock 0 0.00 255,199 D
2026-03-24 Colendich Katie Marie Officer S-Sale D Class A Common Stock 1,500 6.39 9.6K 104,639 D
2026-03-23 Parekh Sonalee Elizabeth Officer S-Sale D Class A Common Stock 18,717 6.62 123.8K 915,281 D
2026-03-20 Sosa Veronica Officer S-Sale D Class A Common Stock 6,479 6.65 43.1K 73,722 D
2026-03-20 Parekh Sonalee Elizabeth Officer S-Sale D Class A Common Stock 34,151 6.65 227.0K 933,998 D
2026-03-20 Colendich Katie Marie Officer S-Sale D Class A Common Stock 3,575 6.65 23.8K 104,639 D
2026-03-11 Sosa Veronica Officer Class A Common Stock 0 0.00 80,201 D
2026-03-10 Colendich Katie Marie Officer S-Sale D Class A Common Stock 7,304 7.42 54.2K 108,214 D
2026-02-02 NORRINGTON LORRIE M Director A-Award A Class A Common Stock 1,432 0.00 142,223 D
2026-02-02 D'Angelo Adam Director A-Award A Class A Common Stock 731 0.00 57,569 D
2026-02-02 Cohler Matt Director A-Award A Class A Common Stock 823 0.00 339,849 D
2026-02-02 Anderson-Copperman Krista Director A-Award A Class A Common Stock 1,268 0.00 65,788 D
2026-01-01 Colendich Katie Marie Officer Class A Common Stock 0 0.00 62,082 D
2025-12-23 Parekh Sonalee Elizabeth Officer S-Sale D Class A Common Stock 24,888 13.55 337.1K 968,149 D
2025-12-23 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 45,463 13.55 615.8K 428,629 D
2025-12-22 Rosenstein Justin Director C-Conversion A Class A Common Stock 665,000 0.00 3,875,398 D
2025-12-22 Raimondi Anne Officer S-Sale D Class A Common Stock 62,165 14.31 889.6K 702,013 D
2025-12-22 Parekh Sonalee Elizabeth Officer S-Sale D Class A Common Stock 83,656 14.31 1.20M 993,037 D
2025-12-22 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 55,234 14.31 790.4K 474,092 D
2025-12-19 Rosenstein Justin Director C-Conversion A Class A Common Stock 3,000,000 0.00 3,210,398 D
2025-12-19 Raimondi Anne Officer S-Sale D Class A Common Stock 66,246 14.46 958.2K 764,178 D
2025-12-18 Raimondi Anne Officer S-Sale D Class A Common Stock 22,198 14.52 322.2K 840,271 D
2025-12-09 Rosenstein Justin Director S-Sale D Class A Common Stock 850,233 15.12 12.86M 210,398 D
2025-12-09 LACEY ELEANOR B Officer M-Exempt A Class A Common Stock 100,000 4.02 402.0K 629,326 D
2025-12-08 Rosenstein Justin Director S-Sale D Class A Common Stock 8,215 14.95 122.8K 1,060,631 D
2025-11-03 NORRINGTON LORRIE M Director A-Award A Class A Common Stock 1,045 0.00 140,791 D
2025-11-03 D'Angelo Adam Director A-Award A Class A Common Stock 533 0.00 56,838 D
2025-11-03 Cohler Matt Director A-Award A Class A Common Stock 600 0.00 55,018 D
2025-11-03 CAREY SYDNEY Director A-Award A Class A Common Stock 996 0.00 123,921 D
2025-11-03 Anderson-Copperman Krista Director A-Award A Class A Common Stock 925 0.00 64,520 D
2025-10-24 Rosenstein Justin Director S-Sale D Class A Common Stock 13,701 14.95 204.8K 1,068,846 D
2025-10-21 Rosenstein Justin Director S-Sale D Class A Common Stock 458,878 14.98 6.87M 1,082,547 D
2025-10-10 Rosenstein Justin Director S-Sale D Class A Common Stock 14,500 15.07 218.6K 1,541,425 D
2025-10-09 Rosenstein Justin Director S-Sale D Class A Common Stock 1,199,560 15.23 18.27M 1,555,925 D
2025-10-08 Rosenstein Justin Director S-Sale D Class A Common Stock 454,913 15.08 6.86M 2,755,485 D
2025-09-23 Parekh Sonalee Elizabeth Officer S-Sale D Class A Common Stock 63,374 14.38 911.6K 1,076,693 D
2025-09-23 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 10,570 14.41 152.3K 529,326 D
2025-09-22 Raimondi Anne Officer S-Sale D Class A Common Stock 28,026 14.17 397.2K 862,469 D
2025-09-22 Parekh Sonalee Elizabeth Officer S-Sale D Class A Common Stock 194,976 14.17 2.76M 1,140,067 D
2025-09-22 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 20,049 14.17 284.1K 539,896 D
2025-08-21 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 122,470 13.52 1.66M 57,898,436 D
2025-08-20 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 13.62 3.06M 57,775,966 D
2025-08-19 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 221,966 13.85 3.07M 57,550,966 D
2025-08-18 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 14.12 3.18M 57,329,000 D
2025-08-15 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 224,235 13.98 3.14M 57,104,000 D
2025-08-14 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 13.77 3.10M 56,879,765 D
2025-08-13 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 224,861 13.66 3.07M 56,654,765 D
2025-08-11 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 12.93 2.91M 56,429,904 D
2025-08-08 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 13.76 3.10M 56,204,904 D
2025-08-07 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 223,905 14.10 3.16M 55,979,904 D
2025-08-06 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 14.48 3.26M 55,755,999 D
2025-08-04 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 14.38 3.24M 55,530,999 D
2025-08-01 NORRINGTON LORRIE M Director A-Award A Class A Common Stock 1,001 0.00 139,746 D
2025-08-01 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 14.04 3.16M 55,305,999 D
2025-08-01 D'Angelo Adam Director A-Award A Class A Common Stock 510 0.00 56,305 D
2025-08-01 Cohler Matt Director A-Award A Class A Common Stock 574 0.00 54,418 D
2025-08-01 CAREY SYDNEY Director A-Award A Class A Common Stock 953 0.00 122,925 D
2025-08-01 Anderson-Copperman Krista Director A-Award A Class A Common Stock 885 0.00 63,595 D
2025-07-30 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 15.32 3.45M 55,080,999 D
2025-07-29 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 15.24 3.43M 54,855,999 D
2025-07-28 Rosenstein Justin Director S-Sale D Class A Common Stock 517,635 15.04 7.78M 3,210,398 D
2025-07-25 Rosenstein Justin Director S-Sale D Class A Common Stock 223,894 14.98 3.35M 3,728,033 D
2025-07-24 Rosenstein Justin Director S-Sale D Class A Common Stock 115,936 15.03 1.74M 3,951,927 D
2025-07-24 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 14.91 3.35M 54,630,999 D
2025-07-23 Rosenstein Justin Director S-Sale D Class A Common Stock 729,228 15.08 11.00M 4,067,863 D
2025-07-23 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 15.04 3.38M 54,405,999 D
2025-07-22 Rosenstein Justin Director S-Sale D Class A Common Stock 966,576 15.04 14.54M 4,797,091 D
2025-07-22 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 15.04 3.38M 54,180,999 D
2025-07-21 Rosenstein Justin Director / 10% Owner S-Sale D Class A Common Stock 195,131 15.01 2.93M 5,763,667 D
2025-07-21 Rogers Daniel Mark Director / Officer 0 0.00 0
2025-07-21 Moskovitz Dustin A. Director / 10% Owner P-Purchase A Class A Common Stock 225,000 14.91 3.35M 53,955,999 D
2025-07-18 Rosenstein Justin Director / 10% Owner S-Sale D Class A Common Stock 226,600 14.99 3.40M 5,958,798 D
2025-07-18 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 14.82 3.33M 53,730,999 D
2025-07-17 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 222,907 14.36 3.20M 53,505,999 D
2025-07-16 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 13.99 3.15M 53,283,092 D
2025-07-15 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 13.96 3.14M 53,058,092 D
2025-07-14 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 222,684 14.25 3.17M 52,833,092 D
2025-07-11 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 14.16 3.19M 52,610,408 D
2025-07-10 Rosenstein Justin Director / 10% Owner S-Sale D Class A Common Stock 25,000 14.95 373.8K 6,185,398 D
2025-07-08 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 14.60 3.28M 52,385,408 D
2025-07-07 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 224,217 14.04 3.15M 52,160,408 D
2025-07-02 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 13.61 3.06M 51,936,191 D
2025-07-01 Parekh Sonalee Elizabeth Officer S-Sale D Class A Common Stock 1,884 13.57 25.6K 1,335,043 D
2025-07-01 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 13.58 3.06M 51,711,191 D
2025-06-26 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 57,192 12.95 740.7K 51,486,191 D
2025-06-25 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 30,563 13.00 397.3K 51,428,999 D
2025-06-23 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 13,760 12.95 178.2K 559,293 D
2025-06-20 Raimondi Anne Officer S-Sale D Class A Common Stock 27,016 13.17 355.7K 889,936 D
2025-06-20 Parekh Sonalee Elizabeth Officer S-Sale D Class A Common Stock 4,230 13.17 55.7K 1,336,927 D
2025-06-20 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 13,915 13.17 183.2K 573,053 D
2025-06-16 Rosenstein Justin Director / 10% Owner A-Award A Class A Common Stock 13,089 0.00 6,210,398 D
2025-06-16 NORRINGTON LORRIE M Director A-Award A Class A Common Stock 13,089 0.00 138,745 D
2025-06-16 Lindsay Andrew Director A-Award A Class A Common Stock 13,089 0.00 50,380 D
2025-06-16 D'Angelo Adam Director A-Award A Class A Common Stock 13,089 0.00 55,795 D
2025-06-16 Cohler Matt Director A-Award A Class A Common Stock 13,089 0.00 13,089 D
2025-06-16 CAREY SYDNEY Director A-Award A Class A Common Stock 13,089 0.00 121,972 D
2025-06-16 Anderson-Copperman Krista Director A-Award A Class A Common Stock 13,089 0.00 62,710 D
2025-05-29 Raimondi Anne Officer A-Award A Class A Common Stock 70,078 0.00 916,952 D
2025-05-29 Parekh Sonalee Elizabeth Officer A-Award A Class A Common Stock 70,078 0.00 1,341,157 D
2025-05-29 LACEY ELEANOR B Officer A-Award A Class A Common Stock 175,896 0.00 516,890 D
2025-05-01 NORRINGTON LORRIE M Director A-Award A Class A Common Stock 910 0.00 125,656 D
2025-05-01 D'Angelo Adam Director A-Award A Class A Common Stock 464 0.00 42,706 D
2025-05-01 Cohler Matt Director A-Award A Class A Common Stock 522 0.00 29,577 D
2025-05-01 CAREY SYDNEY Director A-Award A Class A Common Stock 867 0.00 108,883 D
2025-05-01 Anderson-Copperman Krista Director A-Award A Class A Common Stock 805 0.00 49,621 D
2025-04-16 Boroditsky Marc Director 0 0.00 0
2025-04-15 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 50,000 15.84 792.0K 51,398,436 D
2025-04-11 Rosenstein Justin Director / 10% Owner C-Conversion D Class B Common Stock 5,350,000 0.00 10,716,532 D
2025-04-11 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 75,493 15.58 1.18M 51,348,436 D
2025-04-10 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 15.64 3.52M 51,272,943 D
2025-04-08 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 65,975 14.64 965.9K 51,047,943 D
2025-04-07 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 4,800 15.03 72.1K 50,822,943 D
2025-04-04 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 23,216 14.22 330.1K 50,597,943 D
2025-04-03 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 14.72 3.31M 50,372,943 D
2025-03-31 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 14.41 3.24M 50,147,943 D
2025-03-28 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 224,507 14.72 3.30M 49,922,943 D
2025-03-26 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 15.16 3.41M 49,698,436 D
2025-03-25 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 15.33 3.45M 49,473,436 D
2025-03-24 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 4,911 14.88 73.1K 340,994 D
2025-03-20 Raimondi Anne Officer S-Sale D Class A Common Stock 18,775 14.03 263.5K 716,580 D
2025-03-20 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 14.03 3.16M 49,248,436 D
2025-03-20 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 9,087 14.03 127.5K 345,905 D
2025-03-19 Rosenstein Justin Director / 10% Owner C-Conversion D Class B Common Stock 500,000 0.00 16,066,532 D
2025-03-19 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 14.34 3.23M 49,023,436 D
2025-03-18 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 14.08 3.17M 48,798,436 D
2025-03-17 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 14.02 3.15M 48,573,436 D
2025-03-14 Rosenstein Justin Director / 10% Owner S-Sale D Class A Common Stock 75,000 13.96 1.05M 847,309 D
2025-03-14 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 13.77 3.10M 48,348,436 D
2025-03-13 Rosenstein Justin Director / 10% Owner S-Sale D Class A Common Stock 25,000 12.89 322.3K 922,309 D
2025-03-13 Moskovitz Dustin A. Director / Officer / 10% Owner P-Purchase A Class A Common Stock 225,000 12.91 2.90M 48,123,436 D
2025-03-03 Rosenstein Justin Director / 10% Owner S-Sale D Class A Common Stock 140,287 18.94 2.66M 957,022 D
2025-02-24 Rosenstein Justin Director / 10% Owner S-Sale D Class A Common Stock 145,775 19.74 2.88M 1,101,534 D
2025-02-19 Rosenstein Justin Director / 10% Owner S-Sale D Class A Common Stock 196,900 22.53 4.44M 1,250,409 D
2025-02-12 Rosenstein Justin Director / 10% Owner S-Sale D Class A Common Stock 116,325 22.62 2.63M 1,447,309 D
2025-02-05 Rosenstein Justin Director / 10% Owner S-Sale D Class A Common Stock 3,933 21.98 86.4K 1,647,309 D
2025-02-04 Rosenstein Justin Director / 10% Owner S-Sale D Class A Common Stock 196,067 21.78 4.27M 1,651,242 D
2025-02-03 NORRINGTON LORRIE M Director A-Award A Class A Common Stock 688 0.00 124,746 D
2025-02-03 D'Angelo Adam Director A-Award A Class A Common Stock 351 0.00 42,242 D
2025-02-03 Cohler Matt Director A-Award A Class A Common Stock 395 0.00 29,055 D
2025-02-03 CAREY SYDNEY Director A-Award A Class A Common Stock 656 0.00 108,016 D
2025-02-03 Anderson-Copperman Krista Director A-Award A Class A Common Stock 609 0.00 48,816 D
2025-01-28 Rosenstein Justin Director / 10% Owner S-Sale D Class A Common Stock 10,063 19.66 197.8K 2,037,246 D
2025-01-23 Rosenstein Justin Director / 10% Owner S-Sale D Class A Common Stock 150,000 20.01 3.00M 2,047,309 D
2024-12-26 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 3,841 21.84 83.9K 353,584 D
2024-12-20 Raimondi Anne Officer S-Sale D Class A Common Stock 27,233 21.71 591.4K 733,855 D
2024-12-20 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 12,908 21.71 280.3K 357,425 D
2024-11-01 NORRINGTON LORRIE M Director A-Award A Class A Common Stock 1,230 0.00 124,058 D
2024-11-01 D'Angelo Adam Director A-Award A Class A Common Stock 628 0.00 41,891 D
2024-11-01 Cohler Matt Director A-Award A Class A Common Stock 706 0.00 28,660 D
2024-11-01 CAREY SYDNEY Director A-Award A Class A Common Stock 1,172 0.00 107,360 D
2024-11-01 Anderson-Copperman Krista Director A-Award A Class A Common Stock 1,088 0.00 48,207 D
2024-09-23 Rosenstein Justin Director / 10% Owner G-Gift D Class B Common Stock 847,458 0.00 16,566,532 D
2024-09-23 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 4,977 11.79 58.7K 370,333 D
2024-09-20 Raimondi Anne Officer S-Sale D Class A Common Stock 29,807 11.99 357.4K 761,088 D
2024-09-20 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 9,308 11.99 111.6K 375,310 D
2024-09-11 Parekh Sonalee Elizabeth Officer A-Award A Class A Common Stock 1,126,127 0.00 1,126,127
2024-08-01 NORRINGTON LORRIE M Director A-Award A Class A Common Stock 1,009 0.00 122,828
2024-08-01 D'Angelo Adam Director A-Award A Class A Common Stock 515 0.00 41,263
2024-08-01 Cohler Matt Director A-Award A Class A Common Stock 579 0.00 27,954
2024-08-01 CAREY SYDNEY Director A-Award A Class A Common Stock 962 0.00 106,188
2024-08-01 Anderson-Copperman Krista Director A-Award A Class A Common Stock 893 0.00 47,119
2024-07-26 Wan Tim M Officer M-Exempt D Stock Option (right to buy) 5,000 1.60 8.0K 700,899
2024-07-25 Wan Tim M Officer S-Sale D Class A Common Stock 5,000 15.00 75.0K 1,063,909
2024-07-17 Wan Tim M Officer M-Exempt A Class A Common Stock 10,000 1.60 16.0K 1,060,284
2024-06-24 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 4,999 12.95 64.7K 384,150
2024-06-20 Wan Tim M Officer S-Sale D Class A Common Stock 28,856 11.44 330.0K 1,050,284
2024-06-20 Raimondi Anne Officer S-Sale D Class A Common Stock 26,588 11.44 304.1K 790,894
2024-06-20 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 9,000 11.44 102.9K 389,149
2024-06-18 Rosenstein Justin Director / 10% Owner G-Gift D Class A Common Stock 603,802 0.00 2,747,309
2024-06-17 Rosenstein Justin Director / 10% Owner A-Award A Class A Common Stock 14,583 0.00 3,351,111
2024-06-17 NORRINGTON LORRIE M Director A-Award A Class A Common Stock 14,583 0.00 121,819
2024-06-17 Lindsay Andrew Director A-Award A Class A Common Stock 14,583 0.00 37,291
2024-06-17 D'Angelo Adam Director A-Award A Class A Common Stock 14,583 0.00 40,748
2024-06-17 Cohler Matt Director A-Award A Class A Common Stock 14,583 0.00 14,583
2024-06-17 CAREY SYDNEY Director A-Award A Class A Common Stock 14,583 0.00 105,226
2024-06-17 Anderson-Copperman Krista Director A-Award A Class A Common Stock 14,583 0.00 46,226
2024-05-23 Wan Tim M Officer A-Award A Class A Common Stock 325,252 0.00 1,079,140
2024-05-23 Raimondi Anne Officer A-Award A Class A Common Stock 325,252 0.00 817,482
2024-05-23 LACEY ELEANOR B Officer A-Award A Class A Common Stock 177,410 0.00 398,149
2024-05-01 NORRINGTON LORRIE M Director A-Award A Class A Common Stock 988 0.00 107,236
2024-05-01 D'Angelo Adam Director A-Award A Class A Common Stock 504 0.00 26,165
2024-05-01 Cohler Matt Director A-Award A Class A Common Stock 567 0.00 15,840
2024-05-01 CAREY SYDNEY Director A-Award A Class A Common Stock 941 0.00 90,643
2024-05-01 Anderson-Copperman Krista Director A-Award A Class A Common Stock 874 0.00 31,643
2024-04-26 Wan Tim M Officer M-Exempt D Stock Option (right to buy) 10,000 1.60 16.0K 720,899
2024-04-24 Wan Tim M Officer M-Exempt D Stock Option (right to buy) 10,000 1.60 16.0K 730,899
2024-04-01 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 1,908 15.47 29.5K 223,293
2024-03-20 Wan Tim M Officer S-Sale D Class A Common Stock 10,105 15.38 155.4K 753,888
2024-03-20 Raimondi Anne Officer S-Sale D Class A Common Stock 11,779 15.38 181.1K 492,230
2024-03-20 LACEY ELEANOR B Officer S-Sale D Class A Common Stock 4,243 15.38 65.2K 226,345
2024-02-01 NORRINGTON LORRIE M Director A-Award A Class A Common Stock 845 0.00 106,248

Executive team

Top executives
EBIT / Employee
-92.3K
Shares Outstanding
236.84M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2026 Dan Rogers Chief Executive Officer 345.3K 347.3K 38.74M 50.5K 39.48M 98.12%
2 2026 Eleanor Lacey Former General Counsel & Corporate Secretary 632.5K 4.47M 5.6K 5.11M 87.52%
3 2026 Sonalee Parekh Chief Financial Officer 750.0K 3.91M 4.0K 4.67M 83.84%
4 2026 Anne Raimondi Former Chief Operating Officer 718.8K 3.64M 1.0K 4.36M 83.51%
5 2026 Katie Colendich General Counsel & Corporate Secretary 451.3K 299.8K 6.4K 4.0K 761.4K 39.38%
6 2026 Dustin Moskovitz Former President & Chief Executive Officer 1.00 1.00 0.00%
7 2025 Sonalee Parekh Chief Financial Officer 290.6K 13.14M 13.43M 97.84%
8 2025 Anne Raimondi Chief Operating Officer 750.0K 4.79M 5.54M 86.47%
9 2025 Anne Raimondi Former Chief Operating Officer 750.0K 4.79M 5.54M 86.47%
10 2025 Tim Wan Former Chief Financial Officer 470.6K 4.79M 5.26M 91.06%
11 2025 Eleanor Lacey General Counsel & Corporate Secretary 536.3K 2.62M 3.15M 82.98%
12 2025 Eleanor Lacey Former General Counsel & Corporate Secretary 536.3K 2.62M 3.15M 82.98%
13 2025 Dustin Moskovitz Former President & Chief Executive Officer 1.00 1.00 0.00%
14 2025 Dustin Moskovitz President & Chief Executive Officer 1.00 1.00 0.00%
15 2024 Anne Raimondi Chief Operating Officer 750.0K 4.14M 4.89M 84.66%
16 2024 Anne Raimondi Former Chief Operating Officer 750.0K 4.14M 4.89M 84.66%
17 2024 Tim Wan Chief Financial Officer 710.0K 4.14M 4.85M 85.35%
18 2024 Tim Wan Former Chief Financial Officer 710.0K 4.14M 4.85M 85.35%
19 2024 Eleanor Lacey Former General Counsel & Corporate Secretary 525.0K 1.70M 2.22M 76.38%
20 2024 Eleanor Lacey General Counsel & Corporate Secretary 525.0K 1.70M 2.22M 76.38%
21 2024 Dustin Moskovitz Former President & Chief Executive Officer 1.00 1.00 0.00%
22 2024 Dustin Moskovitz President & Chief Executive Officer 1.00 1.00 0.00%
23 2023 Tim Wan Former Chief Financial Officer 706.7K 3.75M 4.46M 84.14%
24 2023 Tim Wan Chief Financial Officer 706.7K 3.75M 4.46M 84.14%
25 2023 Anne Raimondi Chief Operating Officer 745.8K 3.28M 4.03M 81.47%
26 2023 Eleanor Lacey General Counsel & Corporate Secretary 522.5K 1.50M 2.02M 74.19%
27 2023 Dustin Moskovitz President & Chief Executive Officer 1.00 1.00 0.00%
28 2022 Anne Raimondi Chief Operating Officer 297.1K 23.88M 24.18M 98.77%
29 2022 Chris Farinacci Former Chief Operating Officer 689.4K 4.00M 4.69M 85.31%
30 2022 Tim Wan Chief Financial Officer 660.1K 3.83M 4.49M 85.30%
31 2022 Eleanor Lacey General Counsel & Corporate Secretary 494.1K 1.44M 1.93M 74.46%
32 2022 Dustin Moskovitz President & Chief Executive Officer 1.00 1.00 0.00%
33 2021 Chris Farinacci Former Chief Operating Officer 548.2K 2.35M 2.89M 81.05%
34 2021 Chris Farinacci Chief Operating Officer 548.2K 2.35M 2.89M 81.05%
35 2021 Tim Wan Chief Financial Officer 534.3K 2.13M 2.66M 79.95%
36 2021 Eleanor Lacey General Counsel & Corporate Secretary 472.8K 830.8K 1.30M 63.73%
37 2021 Dustin Moskovitz President & Chief Executive Officer 1.00 1.00 0.00%
38 2020 Tim Wan Chief Financial Officer 333.3K 414.4K 180.6K 928.4K 44.64%
39 2020 Eleanor Lacey General Counsel & Corporate Secretary 185.8K 62.8K 248.5K 0.00%
40 2020 Dustin Moskovitz President & Chief Executive Officer 1.00 1.00 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-20 DEFA14A
2026-04-20 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 8-K
2026-05-28 10-Q
2026-05-15 SC 13G/A
2026-05-08 4
2026-05-08 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-04-28 SC 13G

Executive team

NameTitleCompensationGender
Katie Colendich General Counsel & Corporate Secretary 5M female
Daniel Mark Rogers Chief Executive Officer & Director 1M male
Aziz Megji Chief Financial Officer 758.2K male
Anne Raimondi Advisor 750.0K female
Krista Anderson-Copperman Advisor & Director 52.0K female
Justin Rosenstein Co-Founder, Advisor & Director 30.0K male
Dustin A. Moskovitz Co-Founder & Chair 1 male
Amritansh Raghav Chief Technology Officer male
Veronica Sosa Chief Accounting Officer & Principal Accounting Officer female
Arnab Bose Chief Product Officer male
Eva Leung Head of Investor Relations female
Josh Abdulla Head of Global Customer Experience male
ESG Rating
B+
SOFTWARE - APPLICATION
Rank: 5 out of 19
2026
E (Environmental)
68.7 / 66.0
Company / Sector avg.
S (Social)
58.7 / 69.5
Company / Sector avg.
G (Governance)
62.5 / 67.5
Company / Sector avg.
ESG Total
63.3 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
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

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits