Subscribe

AvePoint, Inc. (AVPT)

USD13.16 +0.17 (+1.34%)
US NASDAQ Technology Software - Infrastructure
Address 525 Washington Boulevard 7310
Jersey City, NJ, US
CEO Tianyi Jiang
IPO 2019-11-05
CIK 1777921 ISIN US0536041041

Explore sections of this company profile

Also trades on NASDAQ Global Select · AVPT (USD) NASDAQ Global Select · AVPTW (USD)
Description

AvePoint, Inc. operates as a global provider specializing in data management solutions for the Microsoft 365 ecosystem. The company delivers its services via a Software-as-a-Service (SaaS) platform, offering a comprehensive suite of software products designed to facilitate cloud-based collaboration systems. A primary area of focus for AvePoint is creating extensions for data protection, robust governance, and regulatory compliance, supporting platforms such as Microsoft 365, Dynamics 365, Salesforce, and Google Workspace. Additionally, their offerings encompass dedicated software solutions for a wide array of Microsoft 365 applications, including Microsoft Teams, SharePoint Online, Exchange Online, OneDrive, Project Online, Planner, Yammer, and various public folders. Established in 2001, AvePoint's corporate headquarters are located in Jersey City, New Jersey.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Apex Technology Acquisition Corporation APXTU 2021-02-03 View
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
USD13.16 +0.17 (+1.34%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
1.16
Float Shares
145.86M
Free Float %
67.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.92% -4.64% +6.23% -4.73% -22.62% -27.57% -49.67% +88.39% +0.90% +2.86% +2.86%
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 (12 ratings, all time) Buy
Price Targets & DCF
Current price
13.16
Low 12.00 -8.8%
Consensus 16.00 +21.5%
Median 17.00 +29.1%
High 18.00 +36.7%
DCF (Levered) 8.19 -37.7%

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) 71% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 8 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
17.00
+29.1%
Last Year 7
17.90
+36.0%
All Time 10
15.78
+19.9%
Quality scores
Altman Z-Score
4.81
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Infrastructure: +13.7%
    +26.9% Q1'26: +26.0% (vs Q1'25)
  • EPS growth Software - Infrastructure: +28.7%
    +193.8% Q1'26: +357.5% (vs Q1'25)
  • FCF margin FCF growth · Software - Infrastructure: +32.2%
    +6.5% Q1'26: +19.6% (vs Q1'25)
  • EBIT margin Software - Infrastructure: +8.8%
    +9.7% Q1'26: +10.9% (vs Q1'25)
  • ROIC Software - Infrastructure: +6.6%
    +462.8% Q1'26: +591.0% (vs Q1'25)
  • Share dilution Software - Infrastructure: +0.0%
    +24.8% Q1'26: +0.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×
    0.21× Q1'26: 0.23× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.16) × ERP
WACC = 100% × Ke + 0% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 13.16
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
10 Rev. Ana.
6 EPS Ana.
Dec 2027
11 Rev. Ana.
6 EPS Ana.
Dec 2028
4 Rev. Ana.
1 EPS Ana.
Dec 2029
3 Rev. Ana.
Revenue
191.91M
est: 195.60M (-1.9%)
232.34M
est: 232.61M (-0.1%)
271.83M
est: 286.79M (-5.2%)
330.48M
est: 329.37M (+0.3%)
419.50M
est: 415.61M (+0.9%)
512.94M
511.94M – 513.98M
+23.4% YoY
616.26M
610.90M – 622.49M
+20.1% YoY
734.30M
725.51M – 743.09M
+19.2% YoY
972.00M
961.09M – 983.67M
+32.4% YoY
EBITDA
-52.25M
est: -19.48M (-168.2%)
-30.12M
est: -23.17M (-30.0%)
-10.66M
est: -16.74M (+36.3%)
12.55M
est: -19.22M (+165.3%)
46.71M
est: -24.26M (+292.5%)
-29.94M
-30.00M – -29.88M
-23.4% YoY
-35.97M
-36.33M – -35.66M
-20.1% YoY
-42.86M
-43.37M – -42.34M
-19.2% YoY
-56.73M
-57.41M – -56.09M
-32.4% YoY
EBIT
-53.49M
est: -21.91M (-144.2%)
-33.61M
est: -26.05M (-29.0%)
-15.35M
est: -20.74M (+26.0%)
7.17M
est: -23.82M (+130.1%)
40.50M
est: -30.06M (+234.7%)
-37.10M
-37.17M – -37.03M
-23.4% YoY
-44.57M
-45.02M – -44.18M
-20.1% YoY
-53.11M
-53.75M – -52.47M
-19.2% YoY
-70.30M
-71.15M – -69.51M
-32.4% YoY
Net Income
-35.22M
est: 22.35M (-257.6%)
-41.63M
est: 2.59M (-1,706.8%)
-21.73M
est: -17.98M (-20.8%)
-29.09M
est: 38.48M (-175.6%)
35.12M
est: 77.17M (-54.5%)
88.80M
82.54M – 95.05M
+15.1% YoY
114.67M
109.90M – 119.45M
+29.1% YoY
142.19M
140.05M – 144.34M
+24.0% YoY
— – —
-100.0% YoY
SGA
159.73M
est: 139.12M (+14.8%)
175.77M
est: 165.45M (+6.2%)
173.38M
est: 191.83M (-9.6%)
192.09M
est: 220.32M (-12.8%)
225.08M
est: 278.00M (-19.0%)
343.11M
342.43M – 343.80M
+23.4% YoY
412.21M
408.63M – 416.38M
+20.1% YoY
491.17M
485.29M – 497.05M
+19.2% YoY
650.16M
642.87M – 657.97M
+32.4% YoY
EPS
-0.48
est: 0.12 (-494.5%)
-0.23
est: 0.01 (-1,731.0%)
-0.12
est: -0.08 (-53.3%)
-0.16
est: 0.17 (-195.4%)
0.17
est: 0.34 (-49.5%)
0.39
0.36 – 0.41
+16.7% YoY
0.50
0.48 – 0.52
+27.3% YoY
0.62
0.61 – 0.63
+23.9% YoY
— – —
-100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B+ 3/5 4/5 3/5 4/5 4/5 1/5 2/5
2026-05-06 B+ 3/5 4/5 3/5 4/5 4/5 1/5 2/5
2026-05-05 B+ 3/5 4/5 3/5 4/5 4/5 1/5 2/5
2026-05-04 B+ 3/5 4/5 3/5 4/5 4/5 1/5 2/5
2026-05-01 B 3/5 3/5 3/5 4/5 3/5 1/5 2/5
2026-04-30 B 3/5 3/5 3/5 4/5 3/5 1/5 2/5
2026-04-29 B 3/5 3/5 3/5 4/5 3/5 1/5 2/5
2026-04-28 B 3/5 3/5 3/5 4/5 3/5 1/5 2/5
2026-04-27 B 3/5 3/5 3/5 4/5 3/5 1/5 2/5
2026-04-24 B 3/5 3/5 3/5 4/5 3/5 1/5 2/5
2026-04-23 B 3/5 3/5 3/5 4/5 3/5 1/5 2/5
2026-04-22 B 3/5 3/5 3/5 4/5 3/5 1/5 2/5
2026-04-21 B 3/5 3/5 3/5 4/5 3/5 1/5 2/5
2026-04-20 B 3/5 3/5 3/5 4/5 3/5 1/5 2/5
2026-04-17 B 3/5 3/5 3/5 4/5 3/5 1/5 2/5
2026-04-16 B 3/5 3/5 3/5 4/5 3/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
110.04M
OE per share TTM
0.48
Owner's Yield
5.00%
Maintenance CapEx ratio
0.30%
Maint CapEx / Avg PPE
5.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
44
Total invested
49.48M
Insider transactions (90d)
0
Beneficial owners (>5%)
32
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Zhijian Lu 19.30M 10.70% 801.5K 18.50M 801.5K 18.50M IN 2021-08-02
2 Xunkai Gong 17.85M 9.90% 17.85M 17.85M IN United States 2021-07-12
3 Tianyi Jiang 16.98M 9.40% 16.98M 16.98M IN 2021-07-12
4 Anchor IV Pte. Ltd. 16.67M 9.00% 16.67M 16.67M Republic Singapore 2023-09-25
5 The Vanguard Group - 23-1945930 13.56M 7.26% 218.5K 13.26M 298.8K IA Pennsylvania 2023-02-09
6 (1) BlackRock, Inc. 11.04M 6.00% 10.89M 11.04M HC Delaware 2024-01-29
7 James Zhijian Zhu 10.95M 6.10% 3.25M 7.70M 3.25M 7.70M IN 2021-08-02
8 Apex Technology Sponsor LLC 9.41M 21.10% 9.41M 9.41M OO Citizenship or Place of Organization 2019-09-30
9 ALAN WAXMAN 7.33M 3.96% 7.33M 7.33M HC, IN 2023-09-18
10 SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. 7.33M 3.96% 7.33M 7.33M PN 2023-09-18
11 HGC Investment Management Inc. 2.74M 7.65% 2.74M 2.74M FI Canada 2020-02-14
12 LINDEN ADVISORS LP 2.49M 6.90% 2.49M 2.49M IA, PN Delaware 2019-09-26
13 SIU MIN WONG 2.49M 6.90% 2.49M 2.49M HC, IN Delaware 2019-09-26
14 10. 2.31M 6.40% 2.31M 2.31M PN Bermuda 2020-01-14
15 2. 2.31M 6.40% 2.31M 2.31M HC Bermuda 2020-01-14
16 LINDEN GP LLC 2.27M 6.30% 2.27M 2.27M HC Delaware 2019-09-26
17 BlueCrest Capital Management Limited 1.90M 5.30% 1.90M 1.90M OO Jersey, Channel Islands 2020-12-07
18 Michael Platt 250.0K 0.70% 250.0K 250.0K HC, IN Jersey, Channel Islands 2021-02-12
19 LP 9.4K 0.00% 9.4K 9.4K IA, PN Bermuda 2021-02-01
20 WONG 9.4K 0.00% 9.4K 9.4K HC, IN Bermuda 2021-02-01
21 LINDEN CAPITAL L.P. 8.7K 0.00% 8.7K 8.7K PN Bermuda 2021-02-01
22 LLC 8.7K 0.00% 8.7K 8.7K HC Bermuda 2021-02-01
23 ALEC N. LITOWITZ 0.00% HC, IN OR PLACE OF ORGANIZATION 2021-02-12
24 MAGNETAR CAPITAL PARTNERS LP 0.00% HC, PN OR PLACE OF ORGANIZATION 2021-02-12
25 MAGNETAR FINANCIAL LLC 0.00% IA, OO OR PLACE OF ORGANIZATION 2021-02-12
26 MM Asset Management Inc. 0.00% CO Ontario, Canada 2021-02-09
27 MMCAP International Inc. SPC 0.00% CO Cayman Islands 2021-02-09
28 Polar Asset Management Partners Inc. 0.00% IA Citizenship or Place of Organization 2021-02-08
29 RP Debt Opportunities Fund Ltd. 0.00% FI Cayman Islands 2020-03-31
30 RP Investment Advisors LP 0.00% FI, IA, PN Ontario, Canada 2020-03-31
31 RP Select Opportunities Master Fund Ltd. 0.00% FI Cayman Islands 2020-03-31
32 SUPERNOVA MANAGEMENT LLC 0.00% HC, OO OR PLACE OF ORGANIZATION 2021-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
44
-208 vs prev Q
New positions
8
Closed positions
212
Increased
30
Reduced
8
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 MACQUARIE MANAGEMENT HOLDINGS, INC. 1.85M +1.9M (+100.0%) 25.73B +25.7B (+100.0%) 0.87% +0.874 pp 0.04% +0.039 pp USD13.89 +0.0% 1 qtrs NEW
2 ANCHOR @ 65 PTE. LTD. 19.91M +— (+0.0%) 276.56M -22.3M (-7.5%) 9.39% -0.318 pp 63.72% +1.869 pp USD16.27 -14.6% 5 qtrs
3 VANGUARD GROUP INC 17.40M +195.4K (+1.1%) 241.75M -16.6M (-6.4%) 8.21% -0.182 pp 0.00% 0.000 pp USD7.98 +74.1% 18 qtrs
4 BLACKROCK, INC. 12.00M +825.6K (+7.4%) 166.63M -1.0M (-0.6%) 5.66% +0.211 pp 0.00% 0.000 pp USD12.15 +14.3% 6 qtrs
5 MORGAN STANLEY 7.87M +6.2M (+372.6%) 109.33M +84.3M (+337.4%) 3.71% +2.901 pp 0.01% +0.005 pp USD13.56 +2.4% 18 qtrs
6 WELLINGTON MANAGEMENT GROUP LLP 6.01M -370.0K (-5.8%) 83.47M -12.3M (-12.8%) 2.83% -0.276 pp 0.01% -0.002 pp USD13.54 +2.6% 6 qtrs
7 JENNISON ASSOCIATES LLC 4.17M +417.6K (+11.1%) 57.97M +1.6M (+2.8%) 1.97% +0.137 pp 0.03% +0.002 pp USD15.42 -9.9% 4 qtrs
8 PARSIFAL CAPITAL MANAGEMENT, LP 3.75M -4.8M (-56.0%) 52.12M -75.8M (-59.3%) 1.77% -2.386 pp 4.27% -7.630 pp USD15.31 -9.3% 5 qtrs
9 D. E. SHAW & CO., INC. 3.67M +2.3M (+162.2%) 51.01M +30.0M (+142.6%) 1.73% +1.049 pp 0.03% +0.016 pp USD14.46 -3.9% 16 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 3.64M +234.1K (+6.9%) 50.61M -568.8K (-1.1%) 1.72% +0.056 pp 0.00% 0.000 pp USD8.49 +63.6% 19 qtrs
11 STATE STREET CORP 3.38M +300.6K (+9.8%) 46.99M +722.8K (+1.6%) 1.60% +0.093 pp 0.00% +0.000 pp USD6.88 +101.9% 18 qtrs
12 DIMENSIONAL FUND ADVISORS LP 2.60M +552.4K (+27.0%) 36.08M +5.4M (+17.5%) 1.23% +0.228 pp 0.01% +0.001 pp USD9.34 +48.7% 12 qtrs
13 RENAISSANCE TECHNOLOGIES LLC 2.22M +273.3K (+14.1%) 30.79M +1.6M (+5.6%) 1.05% +0.098 pp 0.05% +0.009 pp USD11.90 +16.7% 16 qtrs
14 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2.14M +1.8M (+620.9%) 29.73M +25.3M (+567.1%) 1.01% +0.865 pp 0.05% +0.042 pp USD14.41 -3.6% 5 qtrs
15 PRUDENTIAL PLC 1.75M -18.9K (-1.1%) 24.32M -2.5M (-9.3%) 0.83% -0.037 pp 0.19% -0.004 pp USD15.01 -7.5% 2 qtrs
16 RAYMOND JAMES FINANCIAL INC 1.63M -217.5K (-11.7%) 22.80M -5.0M (-18.0%) 0.77% -0.132 pp 0.01% -0.002 pp USD15.88 -12.5% 5 qtrs
17 NORTHERN TRUST CORP 1.27M +28.7K (+2.3%) 17.69M -995.4K (-5.3%) 0.60% -0.006 pp 0.00% 0.000 pp USD6.88 +101.9% 18 qtrs
18 GOLDMAN SACHS GROUP INC 1.22M +14.6K (+1.2%) 16.95M -1.1M (-6.3%) 0.58% -0.012 pp 0.00% 0.000 pp USD12.29 +13.0% 18 qtrs
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.19M +55.5K (+4.9%) 16.54M -500.2K (-2.9%) 0.56% +0.008 pp 0.00% 0.000 pp USD9.31 +49.2% 18 qtrs
20 FRANKLIN RESOURCES INC 1.19M -1.1M (-48.5%) 16.52M -18.2M (-52.4%) 0.56% -0.565 pp 0.00% -0.005 pp USD13.43 +3.4% 18 qtrs
21 NUVEEN, LLC 1.14M +177.8K (+18.5%) 15.80M +1.4M (+9.7%) 0.54% +0.069 pp 0.00% +0.000 pp USD14.35 -3.2% 4 qtrs
22 MILLENNIUM MANAGEMENT LLC 1.12M -277.3K (-19.9%) 15.52M -5.4M (-26.0%) 0.53% -0.153 pp 0.01% -0.002 pp USD14.35 -3.2% 9 qtrs
23 TWO SIGMA INVESTMENTS, LP 1.07M +247.8K (+30.2%) 14.85M +2.5M (+20.5%) 0.50% +0.104 pp 0.02% +0.003 pp USD16.06 -13.5% 11 qtrs
24 NORGES BANK 1.05M +1.0M (+100.0%) 14.56M +14.6M (+100.0%) 0.49% +0.494 pp 0.00% +0.002 pp USD13.89 +0.0% 1 qtrs NEW
25 SQUAREPOINT OPS LLC 1.01M +796.4K (+368.3%) 14.07M +10.8M (+333.3%) 0.48% +0.372 pp 0.02% +0.012 pp USD13.70 +1.4% 8 qtrs
26 QUBE RESEARCH & TECHNOLOGIES LTD 981.1K +59.8K (+6.5%) 13.63M -201.1K (-1.5%) 0.46% +0.014 pp 0.01% 0.000 pp USD13.17 +5.5% 9 qtrs
27 FEDERATED HERMES, INC. 940.5K +202.7K (+27.5%) 13.06M +2.0M (+18.0%) 0.44% +0.084 pp 0.02% +0.002 pp USD8.67 +60.2% 13 qtrs
28 POINT72 ASSET MANAGEMENT, L.P. 923.9K +806.7K (+688.6%) 12.83M +11.1M (+629.7%) 0.44% +0.379 pp 0.01% +0.011 pp USD14.29 -2.8% 9 qtrs
29 JPMORGAN CHASE & CO 850.7K -538.5K (-38.8%) 11.82M -9.0M (-43.3%) 0.40% -0.276 pp 0.00% -0.001 pp USD12.08 +15.0% 18 qtrs
30 HERALD INVESTMENT MANAGEMENT LTD 850.0K +150.0K (+21.4%) 11.81M +1.3M (+12.4%) 0.40% +0.060 pp 1.54% +0.144 pp USD14.81 -6.2% 2 qtrs
31 ASHFORD CAPITAL MANAGEMENT INC 802.8K -550.0 (-0.1%) 11.15M -907.4K (-7.5%) 0.38% -0.013 pp 1.24% -0.101 pp USD10.88 +27.7% 7 qtrs
32 GOTHAM ASSET MANAGEMENT, LLC 752.0K -35.1K (-4.5%) 10.45M -1.4M (-11.6%) 0.35% -0.029 pp 0.04% -0.013 pp USD16.31 -14.8% 8 qtrs
33 PEREGRINE CAPITAL MANAGEMENT LLC 746.0K +746.0K (+100.0%) 10.36M +10.4M (+100.0%) 0.35% +0.352 pp 0.32% +0.318 pp USD13.89 +0.0% 1 qtrs NEW
34 BNP PARIBAS ARBITRAGE, SNC 742.4K -375.0K (-33.6%) 10.31M -6.5M (-38.5%) 0.35% -0.195 pp 0.00% -0.004 pp USD16.36 -15.1% 5 qtrs
35 BANK OF NEW YORK MELLON CORP 721.6K +366.0 (+0.1%) 10.02M -802.6K (-7.4%) 0.34% -0.011 pp 0.00% 0.000 pp USD6.25 +122.2% 18 qtrs
36 VOLORIDGE INVESTMENT MANAGEMENT, LLC 686.6K +203.7K (+42.2%) 9.54M +2.3M (+31.6%) 0.32% +0.088 pp 0.03% +0.009 pp USD13.43 +3.4% 9 qtrs
37 JANE STREET GROUP, LLC 612.5K -25.2K (-4.0%) 8.51M -1.1M (-11.1%) 0.29% -0.022 pp 0.00% 0.000 pp USD14.50 -4.2% 18 qtrs
38 CITADEL ADVISORS LLC 588.8K +364.7K (+162.7%) 8.18M +4.8M (+143.1%) 0.28% +0.169 pp 0.00% +0.001 pp USD14.32 -3.0% 18 qtrs
39 TWO SIGMA ADVISERS, LP 564.1K +54.8K (+10.8%) 7.84M +190.8K (+2.5%) 0.27% +0.018 pp 0.02% 0.000 pp USD15.97 -13.0% 8 qtrs
40 SG AMERICAS SECURITIES, LLC 549.6K +465.3K (+552.1%) 7.63M +6.4M (+503.5%) 0.26% +0.218 pp 0.01% +0.006 pp USD13.99 -0.7% 9 qtrs
41 SILVERCREST ASSET MANAGEMENT GROUP LLC 511.6K +— (+0.0%) 7.11M -573.0K (-7.5%) 0.24% -0.008 pp 0.05% -0.002 pp USD12.91 +7.6% 6 qtrs
42 ESSEX INVESTMENT MANAGEMENT CO LLC 508.0K -10.2K (-2.0%) 7.06M -722.3K (-9.3%) 0.24% -0.013 pp 1.08% -0.115 pp USD9.37 +48.2% 8 qtrs
43 DEUTSCHE BANK AG\ 442.2K -248.0K (-35.9%) 6.14M -4.2M (-40.7%) 0.21% -0.128 pp 0.00% -0.002 pp USD15.47 -10.2% 15 qtrs
44 BANK OF AMERICA CORP /DE/ 438.6K +61.8K (+16.4%) 6.09M +436.7K (+7.7%) 0.21% +0.023 pp 0.00% +0.000 pp USD16.83 -17.5% 18 qtrs
45 UBS GROUP AG 420.6K +47.2K (+12.6%) 5.84M +237.3K (+4.2%) 0.20% +0.016 pp 0.00% +0.000 pp USD14.91 -6.8% 18 qtrs
46 VOYA INVESTMENT MANAGEMENT LLC 406.5K -21.3K (-5.0%) 5.65M -774.9K (-12.1%) 0.19% -0.017 pp 0.01% -0.001 pp USD13.43 +3.4% 15 qtrs
47 JACOBS LEVY EQUITY MANAGEMENT, INC 392.8K +197.1K (+100.7%) 5.46M +2.5M (+85.7%) 0.19% +0.090 pp 0.02% +0.009 pp USD14.45 -3.9% 2 qtrs
48 KOVITZ INVESTMENT GROUP PARTNERS, LLC 360.0K -40.0K (-10.0%) 5.00M -1.0M (-16.7%) 0.17% -0.025 pp 0.11% +0.087 pp USD15.01 -7.5% 2 qtrs
49 ENGINEERS GATE MANAGER LP 358.9K -66.9K (-15.7%) 4.99M -1.4M (-22.0%) 0.17% -0.038 pp 0.06% -0.014 pp USD14.75 -5.8% 6 qtrs
50 AQR CAPITAL MANAGEMENT LLC 355.1K +110.8K (+45.3%) 4.93M +1.3M (+34.5%) 0.17% +0.048 pp 0.00% +0.000 pp USD13.06 +6.4% 16 qtrs
51 BARCLAYS PLC 354.5K +148.2K (+71.8%) 4.92M +2.5M (+102.7%) 0.17% +0.067 pp 0.00% +0.001 pp USD14.21 -2.3% 16 qtrs
52 TREXQUANT INVESTMENT LP 350.0K +88.6K (+33.9%) 4.86M +938.5K (+23.9%) 0.17% +0.038 pp 0.04% +0.003 pp USD13.71 +1.3% 10 qtrs
53 MUFG SECURITIES EMEA PLC 317.0K +— (+0.0%) 4.40M -355.0K (-7.5%) 0.15% -0.005 pp 0.05% -0.068 pp USD15.01 -7.5% 2 qtrs
54 CAPITOLIS LIQUID GLOBAL MARKETS LLC 314.1K +— (+0.0%) 4.36M -351.8K (-7.5%) 0.15% -0.005 pp 0.03% -0.012 pp USD15.01 -7.5% 2 qtrs
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 309.5K +243.9K (+371.6%) 4.30M +3.3M (+336.4%) 0.15% +0.114 pp 0.00% +0.000 pp USD14.01 -0.9% 18 qtrs
56 WELLS FARGO & COMPANY/MN 300.0K +8.1K (+2.8%) 4.17M -214.3K (-4.9%) 0.14% -0.001 pp 0.00% 0.000 pp USD13.70 +1.4% 18 qtrs
57 BROWN CAPITAL MANAGEMENT LLC 280.2K +280.2K (+100.0%) 3.89M +3.9M (+100.0%) 0.13% +0.132 pp 0.32% +0.319 pp USD13.89 +0.0% 1 qtrs NEW
58 UBS ASSET MANAGEMENT AMERICAS INC 273.5K +5.8K (+2.2%) 3.80M -219.8K (-5.5%) 0.13% -0.002 pp 0.00% 0.000 pp USD13.40 +3.7% 17 qtrs
59 SWISS NATIONAL BANK 271.5K +35.1K (+14.8%) 3.77M +222.8K (+6.3%) 0.13% +0.013 pp 0.00% +0.000 pp USD8.55 +62.5% 17 qtrs
60 271.0K +271.0K (+100.0%) 3.77M +3.8M (+100.0%) 0.13% +0.128 pp 0.07% +0.073 pp USD13.89 +0.0% 1 qtrs NEW
61 NEO IVY CAPITAL MANAGEMENT 248.8K +113.6K (+84.1%) 3.46M +1.4M (+70.3%) 0.12% +0.051 pp 0.55% +0.051 pp USD15.06 -7.8% 5 qtrs
62 INGALLS & SNYDER LLC 194.3K +3.6K (+1.9%) 2.70M -163.0K (-5.7%) 0.09% -0.001 pp 0.10% +0.006 pp USD7.36 +88.7% 18 qtrs
63 CENTERBOOK PARTNERS LP 189.2K +11.8K (+6.7%) 2.63M -34.4K (-1.3%) 0.09% +0.003 pp 0.13% -0.003 pp USD14.71 -5.6% 9 qtrs
64 PDT PARTNERS, LLC 184.5K -22.1K (-10.7%) 2.56M -538.4K (-17.4%) 0.09% -0.014 pp 0.17% -0.029 pp USD12.48 +11.3% 8 qtrs
65 RHUMBLINE ADVISERS 178.1K -17.9K (-9.1%) 2.47M -468.6K (-15.9%) 0.08% -0.012 pp 0.00% 0.000 pp USD6.03 +130.3% 15 qtrs
66 ALGERT GLOBAL LLC 177.5K +177.5K (+100.0%) 2.47M +2.5M (+100.0%) 0.08% +0.084 pp 0.04% +0.038 pp USD13.89 +0.0% 1 qtrs NEW
67 VICTORY CAPITAL MANAGEMENT INC 174.7K -543.2K (-75.7%) 2.43M -8.3M (-77.5%) 0.08% -0.268 pp 0.00% -0.005 pp USD17.53 -20.8% 18 qtrs
68 SCHONFELD STRATEGIC ADVISORS LLC 170.7K +156.1K (+1,070.7%) 2.37M +2.2M (+983.3%) 0.08% +0.073 pp 0.01% +0.009 pp USD14.10 -1.5% 7 qtrs
69 OCCUDO QUANTITATIVE STRATEGIES LP 165.6K +144.5K (+685.8%) 2.30M +2.0M (+627.1%) 0.08% +0.068 pp 0.15% +0.116 pp USD13.60 +2.1% 12 qtrs
70 ALLIANCEBERNSTEIN L.P. 159.3K +259.0 (+0.2%) 2.21M -174.5K (-7.3%) 0.08% -0.002 pp 0.00% 0.000 pp USD8.26 +68.2% 15 qtrs
71 SEI INVESTMENTS CO 153.4K +108.8K (+243.7%) 2.13M +1.5M (+218.1%) 0.07% +0.051 pp 0.00% +0.001 pp USD12.97 +7.1% 9 qtrs
72 LEGAL & GENERAL GROUP PLC 137.2K -6.3K (-4.4%) 1.91M -247.5K (-11.5%) 0.06% -0.005 pp 0.00% 0.000 pp USD8.78 +58.2% 17 qtrs
73 CANADA PENSION PLAN INVESTMENT BOARD 133.5K +28.0K (+26.5%) 1.85M +270.8K (+17.1%) 0.06% +0.012 pp 0.00% +0.000 pp USD16.02 -13.3% 7 qtrs
74 QUANTBOT TECHNOLOGIES LP 126.8K -92.2K (-42.1%) 1.76M -1.5M (-46.4%) 0.06% -0.047 pp 0.06% -0.031 pp USD19.20 -27.7% 11 qtrs
75 Y-INTERCEPT (HONG KONG) LTD 126.8K +23.7K (+23.0%) 1.76M +214.2K (+13.8%) 0.06% +0.010 pp 0.04% +0.002 pp USD14.80 -6.1% 6 qtrs
76 LAZARD ASSET MANAGEMENT LLC 126.5K +126.5K (+100.0%) 1.76M +1.8M (+100.0%) 0.06% +0.060 pp 0.00% +0.003 pp USD13.89 +0.0% 3 qtrs
77 HIGHTOWER ADVISORS, LLC 123.4K +3.0 (+0.0%) 1.71M -138.1K (-7.5%) 0.06% -0.002 pp 0.00% 0.000 pp USD6.82 +103.7% 18 qtrs
78 MANUFACTURERS LIFE INSURANCE COMPANY, THE 122.9K +15.4K (+14.3%) 1.71M +93.0K (+5.8%) 0.06% +0.006 pp 0.00% +0.000 pp USD9.65 +43.9% 15 qtrs
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 115.6K +747.0 (+0.7%) 1.61M -118.3K (-6.9%) 0.05% -0.002 pp 0.00% 0.000 pp USD7.33 +89.5% 17 qtrs
80 INVESCO LTD. 112.9K -4.4M (-97.5%) 1.57M -65.6M (-97.7%) 0.05% -2.128 pp 0.00% -0.010 pp USD17.21 -19.3% 15 qtrs
81 GRAHAM CAPITAL MANAGEMENT, L.P. 108.2K +94.7K (+705.2%) 1.50M +1.3M (+645.1%) 0.05% +0.045 pp 0.04% +0.033 pp USD14.03 -1.0% 2 qtrs
82 PICTET ASSET MANAGEMENT HOLDING SA 103.3K +83.4K (+419.2%) 1.44M +1.1M (+379.4%) 0.05% +0.039 pp 0.00% +0.001 pp USD13.42 +3.5% 10 qtrs
83 LEGATO CAPITAL MANAGEMENT LLC 88.7K +8.1K (+10.1%) 1.23M +22.6K (+1.9%) 0.04% +0.003 pp 0.11% -0.026 pp USD8.89 +56.2% 8 qtrs
84 CITIGROUP INC 88.2K +59.7K (+209.6%) 1.22M +797.2K (+186.5%) 0.04% +0.028 pp 0.00% +0.000 pp USD12.94 +7.3% 18 qtrs
85 CREATIVE PLANNING 87.4K -7.2K (-7.6%) 1.21M -206.3K (-14.5%) 0.04% -0.005 pp 0.00% 0.000 pp USD14.88 -6.7% 9 qtrs
86 EXODUSPOINT CAPITAL MANAGEMENT, LP 84.2K +84.2K (+100.0%) 1.17M +1.2M (+100.0%) 0.04% +0.040 pp 0.01% +0.009 pp USD13.89 +0.0% 1 qtrs NEW
87 PRICE T ROWE ASSOCIATES INC /MD/ 82.9K +11.8K (+16.7%) 1.15M +84.0K (+7.9%) 0.04% +0.004 pp 0.00% +0.000 pp USD10.79 +28.7% 15 qtrs
88 RUSSELL INVESTMENTS GROUP, LTD. 81.6K -94.1K (-53.6%) 1.13M -1.5M (-57.0%) 0.04% -0.047 pp 0.00% -0.002 pp USD9.70 +43.2% 9 qtrs
89 METLIFE INVESTMENT MANAGEMENT, LLC 81.6K +2.4K (+3.0%) 1.13M -55.4K (-4.7%) 0.04% 0.000 pp 0.01% 0.000 pp USD14.98 -7.3% 15 qtrs
90 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 80.5K -66.8K (-45.4%) 1.12M -1.1M (-49.4%) 0.04% -0.034 pp 0.00% -0.004 pp USD7.87 +76.5% 11 qtrs
91 CAPITAL FUND MANAGEMENT S.A. 80.4K -15.1K (-15.8%) 1.12M -316.9K (-22.1%) 0.04% -0.009 pp 0.00% -0.001 pp USD15.01 -7.5% 4 qtrs
92 AIGEN INVESTMENT MANAGEMENT, LP 76.1K +30.4K (+66.5%) 1.06M +370.7K (+54.1%) 0.04% +0.014 pp 0.24% +0.138 pp USD13.50 +2.9% 10 qtrs
93 TEACHER RETIREMENT SYSTEM OF TEXAS 74.7K -8.8K (-10.5%) 1.04M -215.2K (-17.2%) 0.04% -0.006 pp 0.00% -0.001 pp USD15.40 -9.8% 6 qtrs
94 AMERIPRISE FINANCIAL INC 72.0K -16.0K (-18.2%) 1.00M -321.2K (-24.3%) 0.03% -0.009 pp 0.00% 0.000 pp USD17.63 -21.2% 7 qtrs
95 ROYAL BANK OF CANADA 70.9K -31.5K (-30.7%) 985.0K -553.0K (-36.0%) 0.03% -0.017 pp 0.00% 0.000 pp USD13.09 +6.1% 16 qtrs
96 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 70.8K +— (+0.0%) 983.4K -79.3K (-7.5%) 0.03% -0.001 pp 0.00% 0.000 pp USD19.31 -28.1% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 104 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 WisdomTree Cloud Computing Fund WCLD 1.42% 3.56M 0.45%
2 WisdomTree Cloud Computing UCITS ETF WCLD.L 1.38% 3.80M 0.40%
3 State Street SPDR FactSet Innovative Technology ETF XITK 0.87% 634.4K 0.45%
4 State Street SPDR S&P Software & Services ETF XSW 0.83% 3.61M 0.35%
5 iShares Digital Security UCITS ETF IS4S.DE 0.41% 7.24M 0.40%
6 iShares Digital Security UCITS ETF LOCK.L 0.41% 7.24M 0.40%
7 Lazard US Systematic Small Cap Equity ETF SYZ 0.40% 211.5K 0.74%
8 Federated Hermes MDT Small Cap Core ETF FSCC 0.24% 400.5K 0.51%
9 AAM Transformers ETF TRFM 0.23% 252.4K 0.49%
10 Timothy Plan US Small Cap Core ETF TPSC 0.23% 755.7K 0.52%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.93
Neutral
Ratio by volume
3.00
Bullish
Buys
13
Sells
14
Shares acquired
1.52M
Shares disposed
212.3K
Cash buys
Cash sales
2.00
Net activity
+1,308,080
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
2026-03-20 Jiang Tianyi Director / Officer F-InKind D Common Stock 4,706 10.30 48.5K 2,294,921 D
2026-03-20 Gong Xunkai Director / Officer F-InKind D Common Stock 6,117 10.30 63.0K 929,086 D
2026-03-20 Caci James Officer F-InKind D Common Stock 2,823 10.30 29.1K 712,208 D
2026-03-20 Brown Brian Michael Director / Officer F-InKind D Common Stock 1,546 10.30 15.9K 820,178 D
2026-03-17 Brown Brian Michael Director / Officer M-Exempt D Stock Option (Right to Buy) 1,803 1.34 2.4K 2,263,299 D
2026-03-16 Jiang Tianyi Director / Officer A-Award A Common Stock 147,338 0.00 2,299,627 D
2026-03-16 Gong Xunkai Director / Officer A-Award A Common Stock 190,114 0.00 935,203 D
2026-03-16 Brown Brian Michael Director / Officer A-Award A Common Stock 47,529 0.00 819,921 D
2026-03-13 Jiang Tianyi Director / Officer F-InKind D Common Stock 2,914 10.43 30.4K 2,152,289 D
2026-03-13 Gong Xunkai Director / Officer F-InKind D Common Stock 3,988 10.43 41.6K 745,089 D
2026-03-13 Caci James Officer F-InKind D Common Stock 6,120 10.43 63.8K 430,420 D
2026-03-13 Brown Brian Michael Director / Officer F-InKind D Common Stock 7,499 10.43 78.2K 629,806 D
2026-03-05 Jiang Tianyi Director / Officer F-InKind D Common Stock 35,118 11.29 396.5K 2,155,203 D
2026-03-05 Gong Xunkai Director / Officer F-InKind D Common Stock 48,539 11.29 548.0K 749,077 D
2026-03-05 Caci James Officer A-Award A Common Stock 17,775 11.29 200.7K 454,545 D
2026-03-05 Brown Brian Michael Director / Officer F-InKind D Common Stock 12,899 11.29 145.6K 642,315 D
2026-02-04 Brown Brian Michael Director / Officer F-InKind D Common Stock 322 10.53 3.4K 644,107 D
2026-01-13 Gong Xunkai Director / Officer S-Sale D Common Stock 27,998 13.39 374.9K 14,920,668 I
2026-01-12 Gong Xunkai Director / Officer S-Sale D Common Stock 32,002 13.66 437.1K 14,948,666 I
2025-12-30 Brown Brian Michael Director / Officer J-Other A Common Stock 928 13.97 13.0K 644,429 D
2025-12-19 Jiang Tianyi Director / Officer F-InKind D Common Stock 4,706 13.94 65.6K 2,145,882 D
2025-12-19 Gong Xunkai Director / Officer F-InKind D Common Stock 6,500 13.94 90.6K 753,177 D
2025-12-19 Caci James Officer F-InKind D Common Stock 2,823 13.94 39.4K 197,307 D
2025-12-19 Brown Brian Michael Director / Officer F-InKind D Common Stock 1,547 13.94 21.6K 643,501 D
2025-12-12 Jiang Tianyi Director / Officer F-InKind D Common Stock 2,914 13.89 40.5K 2,150,588 D
2025-12-12 Gong Xunkai Director / Officer F-InKind D Common Stock 4,025 13.89 55.9K 759,677 D
2025-12-12 Caci James Officer F-InKind D Common Stock 6,120 13.89 85.0K 200,130 D
2025-12-12 Brown Brian Michael Director / Officer M-Exempt A Common Stock 21,000 13.89 291.7K 645,048 D
2025-12-09 Gong Xunkai Director / Officer S-Sale D Common Stock 10,465 13.38 140.0K 14,980,668 I
2025-12-08 Gong Xunkai Director / Officer S-Sale D Common Stock 49,535 13.46 666.7K 14,991,133 I
2025-12-05 Caci James Officer F-InKind D Common Stock 3,957 13.40 53.0K 206,250 D
2025-12-05 Brown Brian Michael Director / Officer F-InKind D Common Stock 2,835 13.40 38.0K 629,058 D
2025-11-04 Gong Xunkai Director / Officer S-Sale D Common Stock 18,321 13.80 252.8K 15,040,668 I
2025-11-03 Gong Xunkai Director / Officer S-Sale D Common Stock 41,679 13.96 581.8K 15,058,989 I
2025-10-24 Brown Brian Michael Director / Officer S-Sale D Common Stock 1,848 15.03 27.8K 631,893 D
2025-10-17 Jiang Tianyi Director / Officer M-Exempt A Common Stock 37,974 14.08 534.7K 2,153,502 D
2025-10-15 Jiang Tianyi Director / Officer J-Other A Common Stock 1,542,779 14.61 22.54M 15,384,632 I
2025-10-13 Jiang Tianyi Director / Officer M-Exempt D Stock Option (Right to Buy) 569,707 1.34 763.4K 5,079,001 D
2025-10-07 Gong Xunkai Director / Officer S-Sale D Common Stock 4,167 15.08 62.8K 15,100,668 I
2025-10-06 Gong Xunkai Director / Officer S-Sale D Common Stock 55,833 15.31 854.8K 15,104,835 I
2025-09-30 Gong Xunkai Director / Officer S-Sale D Common Stock 28,050 14.84 416.3K 15,160,668 I
2025-09-29 Gong Xunkai Director / Officer S-Sale D Common Stock 31,950 15.34 490.1K 15,188,718 I
2025-09-23 Brown Brian Michael Director / Officer S-Sale D Common Stock 18,267 15.59 284.8K 650,474 D
2025-09-22 Brown Brian Michael Director / Officer M-Exempt D Stock Option (Right to Buy) 30,000 1.34 40.1K 2,286,102 D
2025-09-19 Jiang Tianyi Director / Officer F-InKind D Common Stock 4,706 15.67 73.7K 551,634 D
2025-09-19 Gong Xunkai Director / Officer F-InKind D Common Stock 6,500 15.67 101.9K 763,702 D
2025-09-19 Caci James Officer F-InKind D Common Stock 2,823 15.67 44.2K 210,207 D
2025-09-19 Brown Brian Michael Director / Officer F-InKind D Common Stock 1,547 15.67 24.2K 638,741 D
2025-09-18 Jiang Tianyi Director / Officer S-Sale D Common Stock 2,068,966 15.21 31.47M 13,841,853 I
2025-09-18 Ho John Chi On Director S-Sale D Common Stock 650,000 15.21 9.89M 3,732,679 I
2025-09-18 Gong Xunkai Director / Officer S-Sale D Common Stock 2,068,966 15.21 31.47M 15,220,668 I
2025-09-18 Caci James Officer S-Sale D Common Stock 216,000 15.21 3.29M 213,030 D
2025-09-18 Brown Brian Michael Director / Officer S-Sale D Common Stock 500,000 15.21 7.61M 640,288 I
2025-09-12 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 2,914 15.61 45.5K 556,340 D
2025-09-12 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 4,025 15.61 62.8K 770,202 D
2025-09-12 Caci James Officer F-InKind D Common Stock 6,120 15.61 95.5K 668,493 D
2025-09-12 Brown Brian Michael Director / Officer F-InKind D Common Stock 5,010 15.61 78.2K 1,140,288 D
2025-09-05 Caci James Officer F-InKind D Common Stock 3,957 16.27 64.4K 667,833 D
2025-09-05 Brown Brian Michael Director / Officer F-InKind D Common Stock 2,835 16.27 46.1K 1,145,298 D
2025-08-29 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 7,654 16.36 125.2K 559,254 D
2025-08-29 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 10,572 16.36 173.0K 757,155 D
2025-08-29 Brown Brian Michael Director / Officer F-InKind D Common Stock 7,310 16.36 119.6K 1,148,133 D
2025-08-25 Brown Brian Michael Director / Officer S-Sale D Common Stock 35,000 15.47 541.5K 1,155,443 D
2025-07-23 Brown Brian Michael Director / Officer S-Sale D Common Stock 35,000 18.74 655.9K 1,190,443 D
2025-06-24 Jiang Tianyi Director / Officer / 10% Owner G-Gift D Common Stock 22,300 19.08 425.5K 566,908 D
2025-06-23 Brown Brian Michael Director / Officer S-Sale D Common Stock 35,000 18.23 638.1K 1,225,443 D
2025-06-20 Teper Jeff Director A-Award A Common Stock 9,744 17.96 175.0K 319,305 D
2025-06-20 SCHIJNS JANET Director A-Award A Common Stock 9,744 17.96 175.0K 89,801 D
2025-06-20 Lu Zhijian 10% Owner F-InKind D Common Stock 721 17.96 12.9K 182,562 D
2025-06-20 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 4,706 17.96 84.5K 589,208 D
2025-06-20 Ho John Chi On Director A-Award A Common Stock 9,744 17.96 175.0K 4,295,768 D
2025-06-20 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 6,500 17.96 116.7K 767,727 D
2025-06-20 Epstein Jeff Director A-Award A Common Stock 9,744 17.96 175.0K 1,167,635 D
2025-06-20 Caci James Officer F-InKind D Common Stock 2,823 17.96 50.7K 671,790 D
2025-06-20 Brown Brian Michael Director / Officer F-InKind D Common Stock 1,547 17.96 27.8K 1,260,443 D
2025-06-13 Lu Zhijian 10% Owner F-InKind D Common Stock 1,205 18.59 22.4K 183,283 D
2025-06-13 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 2,914 18.59 54.2K 593,914 D
2025-06-13 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 4,025 18.59 74.8K 774,227 D
2025-06-13 Caci James Officer F-InKind D Common Stock 6,120 18.59 113.8K 674,613 D
2025-06-13 Brown Brian Michael Director / Officer F-InKind D Common Stock 5,010 18.59 93.1K 1,261,990 D
2025-06-05 Lu Zhijian 10% Owner F-InKind D Common Stock 910 18.95 17.2K 184,488 D
2025-06-05 Caci James Officer F-InKind D Common Stock 3,957 18.95 75.0K 680,733 D
2025-06-05 Brown Brian Michael Director / Officer F-InKind D Common Stock 2,835 18.95 53.7K 1,267,000 D
2025-06-02 Epstein Jeff Director S-Sale D Common Stock 500,000 18.77 9.39M 1,157,891 D
2025-06-01 Lu Zhijian 10% Owner F-InKind D Common Stock 586 18.65 10.9K 185,398 D
2025-06-01 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 7,654 18.65 142.7K 596,828 D
2025-06-01 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 10,572 18.65 197.2K 778,252 D
2025-06-01 Brown Brian Michael Director / Officer F-InKind D Common Stock 7,310 18.65 136.3K 1,269,835 D
2025-05-23 Brown Brian Michael Director / Officer S-Sale D Common Stock 35,000 18.19 636.7K 1,277,145 D
2025-04-23 Brown Brian Michael Director / Officer S-Sale D Common Stock 35,000 15.11 528.9K 1,312,145 D
2025-03-24 Brown Brian Michael Director / Officer S-Sale D Common Stock 35,000 15.40 539.0K 1,347,145 D
2025-03-21 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 6,117 15.05 92.1K 788,824 D
2025-03-21 Caci James Officer F-InKind D Common Stock 2,824 15.05 42.5K 684,690 D
2025-03-21 Brown Brian Michael Director / Officer F-InKind D Common Stock 1,547 15.05 23.3K 1,382,145 D
2025-03-14 Jiang Tianyi Director / Officer / 10% Owner A-Award A Stock Option (Right to Buy) 119,860 8.34 999.6K 6,008,057 D
2025-03-14 Gong Xunkai Director / Officer / 10% Owner A-Award A Stock Option (Right to Buy) 149,825 8.34 1.25M 5,249,188 D
2025-03-14 Brown Brian Michael Director / Officer A-Award A Common Stock 22,169 14.66 325.0K 1,383,692 D
2025-03-13 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 2,914 13.79 40.2K 540,975 D
2025-03-13 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 3,788 13.79 52.2K 709,675 D
2025-03-13 Caci James Officer F-InKind D Common Stock 6,120 13.79 84.4K 551,089 D
2025-03-13 Brown Brian Michael Director / Officer F-InKind D Common Stock 5,010 13.79 69.1K 1,295,016 D
2025-03-05 Lu Zhijian 10% Owner F-InKind D Common Stock 3,636 15.30 55.6K 185,984 D
2025-03-05 Brown Brian Michael Director / Officer F-InKind D Common Stock 11,336 15.30 173.4K 1,300,026 D
2025-03-01 Lu Zhijian 10% Owner F-InKind D Common Stock 586 14.94 8.8K 189,620 D
2025-03-01 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 7,654 14.94 114.4K 543,889 D
2025-03-01 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 9,949 14.94 148.6K 713,463 D
2025-03-01 Brown Brian Michael Director / Officer F-InKind D Common Stock 7,310 14.94 109.2K 1,311,362 D
2025-02-11 Epstein Jeff Director A-Award A Common Stock 88,738 19.49 1.73M 1,657,891 D
2024-12-31 Caci James Officer F-InKind D Common Stock 2,552 16.51 42.1K 583,034 D
2024-12-21 Lu Zhijian 10% Owner F-InKind D Common Stock 1,020 17.89 18.2K 190,206 D
2024-12-21 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 4,706 17.89 84.2K 551,543 D
2024-12-21 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 6,117 17.89 109.4K 723,412 D
2024-12-21 Caci James Officer F-InKind D Common Stock 2,824 17.89 50.5K 585,586 D
2024-12-21 Brown Brian Michael Director / Officer F-InKind D Common Stock 1,547 17.89 27.7K 1,318,672 D
2024-12-20 Teper Jeff Director A-Award A Common Stock 3,001 17.76 53.3K 309,561 D
2024-12-20 Lu Zhijian 10% Owner F-InKind D Common Stock 3,521 17.89 63.0K 191,226 D
2024-12-20 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 15,489 17.89 277.1K 556,249 D
2024-12-20 Ho John Chi On Director A-Award A Common Stock 23,371 17.76 415.1K 4,286,024 I
2024-12-20 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 66,835 17.89 1.20M 729,529 D
2024-12-20 Caci James Officer F-InKind D Common Stock 571 17.89 10.2K 588,410 D
2024-12-20 Brown Brian Michael Director / Officer A-Award A Common Stock 1,480 17.76 26.3K 4,440 I
2024-12-13 Lu Zhijian 10% Owner F-InKind D Common Stock 1,205 18.37 22.1K 187,864 D
2024-12-13 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 2,914 18.37 53.5K 532,378 D
2024-12-13 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 3,788 18.37 69.6K 665,707 D
2024-12-13 Caci James Officer F-InKind D Common Stock 6,120 18.37 112.4K 587,530 D
2024-12-13 Brown Brian Michael Director / Officer F-InKind D Common Stock 5,010 18.37 92.0K 1,277,211 D
2024-12-12 Epstein Jeff Director A-Award A Common Stock 428,906 17.80 7.63M 1,569,153 D
2024-12-10 Teper Jeff Director A-Award A Common Stock 3,000 18.53 55.6K 314,007 D
2024-12-10 Lu Zhijian 10% Owner A-Award A Common Stock 113,544 18.53 2.10M 18,487,863 I
2024-12-10 Jiang Tianyi Director / Officer / 10% Owner A-Award A Common Stock 39,391 18.22 717.7K 526,924 D
2024-12-10 Ho John Chi On Director A-Award A Common Stock 23,371 18.53 433.1K 4,262,653 I
2024-12-10 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 133,729 18.53 2.48M 669,495 D
2024-12-10 Caci James Officer A-Award A Common Stock 1,451 18.53 26.9K 594,793 D
2024-12-10 Brown Brian Michael Director / Officer A-Award A Common Stock 1,480 18.22 27.0K 1,480 I
2024-12-01 Lu Zhijian 10% Owner F-InKind D Common Stock 586 17.65 10.3K 180,673 D
2024-12-01 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 7,654 17.65 135.1K 487,533 D
2024-12-01 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 9,949 17.65 175.6K 551,742 D
2024-12-01 Brown Brian Michael Director / Officer F-InKind D Common Stock 7,310 17.65 129.0K 1,256,196 D
2024-11-21 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 17.81 178.1K 18,260,673 I
2024-11-20 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 17.12 171.2K 18,270,673 I
2024-11-20 Caci James Officer S-Sale D Common Stock 20,215 17.12 346.1K 591,890 D
2024-11-19 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 15.88 158.8K 18,280,673 I
2024-11-18 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 15.66 156.6K 18,290,673 I
2024-11-15 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 15.68 156.8K 18,300,673 I
2024-11-14 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 15.77 157.7K 18,310,673 I
2024-10-21 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 12.10 121.0K 18,320,673 I
2024-10-18 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 12.24 122.4K 18,330,673 I
2024-10-17 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 12.10 121.0K 18,340,673 I
2024-10-16 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 12.24 122.4K 18,350,673 I
2024-10-15 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 12.18 121.8K 18,360,673 I
2024-10-14 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 12.37 123.7K 18,370,673 I
2024-09-30 Caci James Officer F-InKind D Common Stock 2,552 11.77 30.0K 612,105 D
2024-09-23 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 11.90 119.0K 18,380,673 I
2024-09-21 Lu Zhijian 10% Owner F-InKind D Common Stock 721 11.94 8.6K 181,259 D
2024-09-21 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 4,706 11.94 56.2K 495,187 D
2024-09-21 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 6,117 11.94 73.0K 551,742 D
2024-09-21 Caci James Officer F-InKind D Common Stock 2,824 11.94 33.7K 614,657 D
2024-09-21 Brown Brian Michael Director / Officer F-InKind D Common Stock 1,547 11.94 18.5K 1,263,506 D
2024-09-20 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 11.94 119.4K 18,390,673 I
2024-09-19 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 11.91 119.1K 18,400,673 I
2024-09-18 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 11.73 117.3K 18,410,673
2024-09-17 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 11.87 118.7K 18,420,673
2024-09-16 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 11.91 119.1K 18,430,673
2024-09-13 Lu Zhijian 10% Owner F-InKind D Common Stock 1,205 11.90 14.3K 181,980
2024-09-13 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 2,915 11.90 34.7K 499,893
2024-09-13 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 3,789 11.90 45.1K 557,859
2024-09-13 Caci James Officer F-InKind D Common Stock 6,120 11.90 72.8K 617,481
2024-09-13 Brown Brian Michael Director / Officer F-InKind D Common Stock 5,010 11.90 59.6K 1,265,053
2024-09-01 Lu Zhijian 10% Owner F-InKind D Common Stock 586 11.55 6.8K 183,185
2024-09-01 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 7,654 11.55 88.4K 502,808
2024-09-01 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 9,949 11.55 114.9K 561,648
2024-09-01 Brown Brian Michael Director / Officer F-InKind D Common Stock 7,310 11.55 84.4K 1,270,063
2024-08-26 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 10.80 108.0K 18,410,673
2024-08-23 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 10.83 108.3K 18,420,673
2024-08-22 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 10.85 108.5K 18,430,673
2024-08-21 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 10.89 108.9K 18,440,673
2024-08-20 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 10.95 109.5K 18,450,673
2024-08-20 Caci James Officer S-Sale D Common Stock 30,000 10.91 327.3K 630,084
2024-08-19 Lu Zhijian 10% Owner S-Sale D Common Stock 10,000 10.77 107.7K 18,460,673
2024-08-01 Brown Brian Michael Director / Officer S-Sale D Common Stock 20,000 10.78 215.6K 1,277,373
2024-07-01 Brown Brian Michael Director / Officer S-Sale D Common Stock 20,000 10.37 207.4K 1,297,373
2024-06-30 Caci James Officer F-InKind D Common Stock 2,552 10.42 26.6K 660,084
2024-06-24 Jiang Tianyi Director / Officer / 10% Owner G-Gift D Common Stock 44,500 9.86 438.8K 510,462
2024-06-21 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 4,706 10.05 47.3K 554,962
2024-06-21 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 6,117 10.05 61.5K 571,597
2024-06-21 Caci James Officer F-InKind D Common Stock 2,824 10.05 28.4K 656,153
2024-06-21 Brown Brian Michael Director / Officer F-InKind D Common Stock 1,547 10.05 15.5K 1,317,373
2024-06-13 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 2,915 9.03 26.3K 559,668
2024-06-13 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 3,789 9.03 34.2K 577,714
2024-06-13 Caci James Officer F-InKind D Common Stock 6,120 9.03 55.3K 658,977
2024-06-13 Brown Brian Michael Director / Officer F-InKind D Common Stock 5,010 9.03 45.2K 1,318,920
2024-06-03 Teper Jeff Director A-Award A Common Stock 19,189 9.12 175.0K 300,560
2024-06-03 SCHIJNS JANET Director A-Award A Common Stock 19,189 9.12 175.0K 80,057
2024-06-03 Ho John Chi On Director A-Award A Common Stock 19,189 9.12 175.0K 4,312,545
2024-06-03 Epstein Jeff Director A-Award A Common Stock 19,189 9.12 175.0K 1,140,247
2024-06-03 Brown Brian Michael Director / Officer S-Sale D Common Stock 20,000 9.05 181.0K 1,323,930
2024-06-01 Jiang Tianyi Director / Officer / 10% Owner F-InKind D Common Stock 7,654 9.02 69.0K 562,583
2024-06-01 Gong Xunkai Director / Officer / 10% Owner F-InKind D Common Stock 9,949 9.02 89.7K 581,503
2024-06-01 Brown Brian Michael Director / Officer F-InKind D Common Stock 7,311 9.02 65.9K 1,343,930
2024-05-20 Caci James Officer S-Sale D Common Stock 20,000 8.96 179.2K 685,097

Executive team

Top executives
EBIT / Employee
13.8K
Shares Outstanding
215.96M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-13 DEFA14A
2026-03-13 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 8-K
2026-05-07 10-Q
2026-04-28 SC 13G
2026-03-26 SC 13G/A
2026-03-24 4
2026-03-24 4
2026-03-24 4
2026-03-24 4
2026-03-18 4

Executive team

NameTitleCompensationGender
Xunkai Gong Co-founder & Executive Chairman 1M male
Tianyi Jiang Co-Founder, Chief Executive Officer & Director 957.5K
Brian Michael Brown Chief Legal & Compliance Officer, Secretary and Director 808.5K male
James Caci Chief Financial Officer 806.0K male
John Peluso Chief Technology Officer male
Mario Carvajal Chief Marketing & Chief Strategy Officer male
Nicole Caci Director of Content & Communications female
Sophia Wu Chief Accounting Officer female
Stuart Robertson Chief Operating Officer male
Dana Louise Simberkoff Cipp Chief Risk, Privacy and Information Security Officer female
James Arestia Vice President of Investor Relations male
Clara Lim Chief Administrative Officer female
ESG Rating
B
SOFTWARE - INFRASTRUCTURE
2026
E (Environmental)
75.1 / 65.1
Company / Sector avg.
S (Social)
77.1 / 63.5
Company / Sector avg.
G (Governance)
75.1 / 65.6
Company / Sector avg.
ESG Total
75.8 / 64.7
Company / Sector avg.
ESG Score History SOFTWARE - INFRASTRUCTURE
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