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Butterfly Network, Inc. (BFLY)

USD7.71 -0.40 (-4.88%)
US NYSE Healthcare Medical - Devices
Address 530 Old Whitfield Street 6437
Guilford, CT, US
CEO Joseph DeVivo
IPO 2020-07-13
CIK 1804176 ISIN US1241551027

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Also trades on New York Stock Exchange · BFLY (USD) New York Stock Exchange · BFLY-WT (USD)
Description

Butterfly Network, Inc. functions as a digital health enterprise, specializing in the invention, production, and global commercialization of cutting-edge ultrasound imaging technologies for both domestic and international markets. The company's innovative product portfolio includes the portable Butterfly iQ, a versatile single-probe system capable of whole-body ultrasound imaging, and the Butterfly iQ+, a point-of-care ultrasound device engineered to connect effortlessly with smartphones, tablets, and existing hospital computer networks. Additionally, Butterfly Blueprint is offered as a comprehensive, system-wide ultrasound platform that seamlessly integrates its proprietary Compass software into a healthcare provider's clinical and administrative infrastructure. These ultrasound systems, encompassing probes, related accessories, and software subscriptions, are supplied to healthcare systems, individual physicians, and other medical professionals through a multi-channel distribution strategy that includes a direct sales force, a network of distributors, and an e-commerce platform. Beyond its hardware, Butterfly Network provides a suite of cloud-based software solutions for healthcare organizations. These offerings feature teleguidance services, interactive in-app educational modules, and structured training programs delivered via its Butterfly Academy software, all complemented by dedicated clinical support and services. Established in 2011, Butterfly Network, Inc. has its corporate headquarters situated in Guilford, Connecticut.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD7.71 -0.40 (-4.88%)
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Volume Profile
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Liquidity & share structure
Average Volume
7M
Beta
2.05
Float Shares
193.85M
Free Float %
74.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.95% -9.17% +1.22% +36.39% +84.07% +9.47% +77.02% +129.83% -62.96% -57.98% -57.98%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (7 ratings, all time) Buy
Price Targets & DCF
Current price
7.71
Low 5.25 -31.9%
Consensus 5.42 -29.7%
Median 5.50 -28.6%
High 5.50 -28.6%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 5 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
5.50
-28.6%
Last Year 5
4.65
-39.6%
All Time 7
4.68
-39.3%
Quality scores
Altman Z-Score
2.84
Grey zone
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Devices: +11.2%
    +19.0% Q1'26: +25.0% (vs Q1'25)
  • EPS growth Medical - Devices: +28.5%
    +8.8% Q1'26: +17.0% (vs Q1'25)
  • FCF margin FCF growth · Medical - Devices: +30.9%
    -58.5% Q1'26: -56.0% (vs Q1'25)
  • EBIT margin Medical - Devices: +6.2%
    -77.3% Q1'26: -50.8% (vs Q1'25)
  • ROIC Medical - Devices: +3.3%
    -114.5% Q1'26: -73.9% (vs Q1'25)
  • Share dilution Medical - Devices: 0.0%
    +16.7% Q1'26: +9.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×
    -0.30× Q1'26: -0.42× (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 (2.28) × ERP
WACC = 98% × Ke + 2% × Kd (7.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 7.71
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
3 Rev. Ana.
2 EPS Ana.
Dec 2027
3 Rev. Ana.
2 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Dec 2029
1 Rev. Ana.
Dec 2030
1 Rev. Ana.
Revenue
62.57M
est: 60.54M (+3.3%)
73.39M
est: 74.33M (-1.3%)
65.90M
est: 68.08M (-3.2%)
82.06M
est: 81.67M (+0.5%)
97.61M
est: 91.82M (+6.3%)
118.82M
116.50M – 123.17M
+29.4% YoY
142.27M
139.49M – 147.47M
+19.7% YoY
153.75M
153.45M – 154.05M
+8.1% YoY
180.00M
176.49M – 186.59M
+17.1% YoY
220.00M
215.71M – 228.05M
+22.2% YoY
EBITDA
-29.55M
est: -51.03M (+42.1%)
-162.74M
est: -143.27M (-13.6%)
-123.04M
est: -53.17M (-131.4%)
-60.92M
est: -63.78M (+4.5%)
-67.38M
est: -71.71M (+6.0%)
-92.80M
-96.20M – -90.99M
-29.4% YoY
-111.11M
-115.18M – -108.94M
-19.7% YoY
-120.08M
-120.31M – -119.85M
-8.1% YoY
-140.58M
-145.72M – -137.84M
-17.1% YoY
-171.82M
-178.11M – -168.47M
-22.2% YoY
EBIT
-31.64M
est: -52.96M (+40.3%)
-168.68M
est: -293.02M (+42.4%)
-133.62M
est: -56.47M (-136.6%)
-71.26M
est: -67.74M (-5.2%)
-75.46M
est: -76.16M (+0.9%)
-98.56M
-102.16M – -96.63M
-29.4% YoY
-118.01M
-122.32M – -115.70M
-19.7% YoY
-127.53M
-127.78M – -127.28M
-8.1% YoY
-149.30M
-154.76M – -146.39M
-17.1% YoY
-182.48M
-189.16M – -178.92M
-22.2% YoY
Net Income
-32.41M
est: -77.21M (+58.0%)
-168.72M
est: -146.13M (-15.5%)
-133.70M
est: -146.75M (+8.9%)
-72.49M
est: -77.46M (+6.4%)
-77.06M
est: -42.22M (-82.5%)
-31.23M
-32.36M – -30.11M
+26.0% YoY
-23.11M
-23.95M – -22.28M
+26.0% YoY
-14.83M
-15.21M – -14.45M
+35.8% YoY
— – —
+100.0% YoY
— – —
SGA
135.32M
est: 95.52M (+41.7%)
144.44M
est: 117.28M (+23.2%)
106.85M
est: 104.37M (+2.4%)
85.44M
est: 125.21M (-31.8%)
85.11M
est: 140.77M (-39.5%)
182.17M
178.61M – 188.83M
+29.4% YoY
218.11M
213.86M – 226.09M
+19.7% YoY
235.72M
235.26M – 236.18M
+8.1% YoY
275.96M
270.58M – 286.06M
+17.1% YoY
337.28M
330.70M – 349.62M
+22.2% YoY
EPS
-0.19
est: -0.36 (+47.9%)
-0.84
est: -0.89 (+5.3%)
-0.65
est: -0.59 (-10.3%)
-0.34
est: -0.31 (-9.7%)
-0.31
est: -0.17 (-83.5%)
-0.13
-0.13 – -0.12
+26.0% YoY
-0.09
-0.10 – -0.09
+26.0% YoY
-0.06
-0.06 – -0.06
+35.1% YoY
— – —
+100.0% YoY
— – —
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-08 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-07 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-06 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-05 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-04 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-29 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-28 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-27 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-24 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-23 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-22 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-21 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-20 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-17 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-16 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-15 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-10.97M
OE per share TTM
-0.04
Owner's Yield
-1.02%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
45.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
57
Total invested
29.87M
Insider transactions (90d)
2
Beneficial owners (>5%)
29
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Rothberg Family Fund I, LLC 28.12M 17.10% 28.12M 11.00 OO 2021-02-22
2 LARRY ROBBINS 16.86M 9.55% 34.8K 16.83M 34.8K 10.00 HC, IN 2022-03-11
3 Abigail P. Johnson 16.11M 9.43% 16.11M IN United States of America 2022-02-09
4 FMR LLC 16.11M 9.43% 3.42M 16.11M HC 2022-02-09
5 The Vanguard Group - 23-1945930 13.18M 7.72% 235.3K IA Pennsylvania 2022-02-09
6 LONGVIEW INVESTORS LLC 11.86M 6.72% 11.86M 10.00 OO 2022-03-11
7 Jonathan M. Rothberg, Ph.D. 10.41M 6.10% 9.68M 726.7K 9.68M 726.7K IN 2022-03-28
8 ARK Investment Management LLC 10.00M 5.74% 10.00M 10.00M IA 2023-02-10
9 4C Holdings I, LLC 9.72M 36.80% 9.72M 9.72M OO 2022-03-28
10 4C Holdings V, LLC 8.85M 33.50% 8.85M 8.85M OO 2022-03-28
11 (1) BlackRock, Inc. 8.80M 5.20% 8.71M 8.80M HC Delaware 2022-02-04
12 Michael J. Rothberg 7.58M 4.60% 7.58M 7.58M IN United States of America 2021-03-26
13 2012 JMR Trust Common, LLC 6.20M 3.60% 6.20M 6.20M OO 2022-03-28
14 Michael J. Rothberg Family Trust 5.11M 3.10% 5.11M 5.11M OO United States of America 2021-03-26
15 GLENVIEW CAPITAL MANAGEMENT, LLC 4.96M 2.89% 4.96M 10.00 OO 2022-03-11
16 4C Holdings II, LLC 2.62M 9.90% 2.62M 2.62M OO 2022-03-28
17 4C Holdings III, LLC 2.62M 9.90% 2.62M 2.62M OO 2022-03-28
18 4C Holdings IV, LLC 2.62M 9.90% 2.62M 2.62M OO 2022-03-28
19 Gijami Trust u/a/d September 1, 1988, as amended 1.29M 1.00% 1.29M 1.29M OO United States of America 2021-03-26
20 1997 JMR Trust Common, LLC 952.3K 1.00% 952.3K 952.3K OO 2022-03-28
21 September 15, 2020 442.9K 1.00% 442.9K 442.9K OO United States of America 2021-03-26
22 11, 2020 132.3K 1.00% 132.3K 132.3K OO United States of America 2021-03-26
23 2020 132.3K 1.00% 132.3K 132.3K OO United States of America 2021-03-26
24 Herschel E. Meadow Trust u/a/d November 17, 2016 107.8K 1.00% 107.8K 107.8K OO United States of America 2021-03-26
25 Simone A. Meadow Trust u/a/d November 17, 2016 107.8K 1.00% 107.8K 107.8K OO United States of America 2021-03-26
26 Averill L. Meadow Trust u/a/d November 17, 2016 107.8K 1.00% 107.8K 107.8K OO United States of America 2021-03-26
27 HAS 2012 GST Trust u/a/d December 21, 2012 107.8K 1.00% 107.8K 107.8K OO United States of America 2021-03-26
28 Michael J Rothberg Cust Justin Rothberg UTMA FL 34.5K 1.00% 34.5K 34.5K OO United States of America 2021-03-26
29 Molinari Family Children’s Trust u/a/d October 25, 2010 10.1K 1.00% 10.1K 10.1K OO United States of America 2021-03-26

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
57
-154 vs prev Q
New positions
11
Closed positions
155
Increased
22
Reduced
11
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 BLACKROCK, INC. 14.93M +1.1M (+7.9%) 56.74M +30.0M (+112.5%) 5.92% +0.199 pp 0.00% +0.001 pp USD2.21 +71.9% 6 qtrs
2 GLENVIEW CAPITAL MANAGEMENT, LLC 14.34M +4.4M (+44.0%) 54.47M +35.3M (+183.5%) 5.69% +1.568 pp 1.11% +0.681 pp USD7.70 -50.6% 20 qtrs
3 VANGUARD GROUP INC 11.32M +275.9K (+2.5%) 43.00M +21.7M (+101.8%) 4.49% -0.079 pp 0.00% +0.000 pp USD9.46 -59.8% 20 qtrs
4 FOSUN INTERNATIONAL LTD 10.72M +— (+0.0%) 40.72M +20.0M (+96.9%) 4.25% -0.183 pp 9.48% +1.747 pp USD16.83 -77.4% 20 qtrs
5 HOOD RIVER CAPITAL MANAGEMENT LLC 6.95M +1.5M (+28.6%) 26.43M +16.0M (+153.3%) 2.76% +0.522 pp 0.29% +0.167 pp USD2.60 +46.2% 4 qtrs
6 ARK INVESTMENT MANAGEMENT LLC 6.24M +99.1K (+1.6%) 23.73M +11.9M (+100.1%) 2.48% -0.066 pp 0.16% +0.087 pp USD7.75 -51.0% 20 qtrs
7 STATE STREET CORP 5.37M -583.0K (-9.8%) 20.42M +8.9M (+77.6%) 2.13% -0.333 pp 0.00% +0.000 pp USD3.01 +26.2% 19 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 4.68M +75.2K (+1.6%) 17.79M +8.9M (+100.1%) 1.86% -0.049 pp 0.00% +0.001 pp USD4.60 -17.4% 19 qtrs
9 AWM INVESTMENT COMPANY, INC. 3.40M +3.0M (+750.0%) 12.92M +12.1M (+1,573.6%) 1.35% +1.183 pp 1.25% +1.175 pp USD3.58 +6.1% 4 qtrs
10 MILLENNIUM MANAGEMENT LLC 3.17M +1.7M (+108.7%) 12.06M +9.1M (+310.9%) 1.26% +0.630 pp 0.01% +0.004 pp USD3.04 +25.0% 10 qtrs
11 FIRST LIGHT ASSET MANAGEMENT, LLC 2.81M +1.7M (+149.3%) 10.69M +8.5M (+390.9%) 1.12% +0.649 pp 0.82% +0.612 pp USD3.43 +10.8% 5 qtrs
12 BANK OF AMERICA CORP /DE/ 2.44M +2.3M (+1,701.3%) 9.26M +9.0M (+3,446.6%) 0.97% +0.911 pp 0.00% +0.001 pp USD3.72 +2.2% 20 qtrs
13 MORGAN STANLEY 2.33M +442.9K (+23.5%) 8.84M +5.2M (+143.2%) 0.92% +0.144 pp 0.00% +0.000 pp USD2.58 +47.3% 20 qtrs
14 UBS GROUP AG 2.17M +10.8K (+0.5%) 8.25M +4.1M (+97.9%) 0.86% -0.033 pp 0.00% +0.001 pp USD2.02 +88.1% 20 qtrs
15 DIMENSIONAL FUND ADVISORS LP 1.80M +1.0M (+126.6%) 6.84M +5.3M (+346.0%) 0.71% +0.386 pp 0.00% +0.001 pp USD3.01 +26.2% 5 qtrs
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.77M +124.4K (+7.5%) 6.74M +3.6M (+111.7%) 0.70% +0.021 pp 0.00% +0.001 pp USD6.12 -37.9% 19 qtrs
17 SEI INVESTMENTS CO 1.76M +617.7K (+54.1%) 6.69M +4.5M (+203.4%) 0.70% +0.226 pp 0.01% +0.004 pp USD2.79 +36.2% 4 qtrs
18 DEUTSCHE BANK AG\ 1.65M +1.0M (+156.7%) 6.28M +5.0M (+405.4%) 0.66% +0.389 pp 0.00% +0.002 pp USD3.09 +23.0% 4 qtrs
19 NORTHERN TRUST CORP 1.47M -39.5K (-2.6%) 5.60M +2.7M (+91.7%) 0.58% -0.042 pp 0.00% +0.000 pp USD3.97 -4.3% 19 qtrs
20 GOLDMAN SACHS GROUP INC 962.4K +571.0K (+145.9%) 3.66M +2.9M (+384.1%) 0.38% +0.220 pp 0.00% +0.000 pp USD2.97 +27.9% 20 qtrs
21 PERKINS CAPITAL MANAGEMENT INC 923.8K -500.0 (-0.1%) 3.51M +1.7M (+96.8%) 0.37% -0.016 pp 2.79% +1.215 pp USD2.04 +86.3% 4 qtrs
22 RAYMOND JAMES FINANCIAL INC 822.6K +53.1K (+6.9%) 3.13M +1.6M (+110.5%) 0.33% +0.008 pp 0.00% +0.001 pp USD3.01 +26.2% 5 qtrs
23 DNB ASSET MANAGEMENT AS 780.3K +419.2K (+116.1%) 2.97M +2.3M (+325.4%) 0.31% +0.160 pp 0.01% +0.008 pp USD3.00 +26.7% 4 qtrs
24 JPMORGAN CHASE & CO 763.4K +681.6K (+834.1%) 2.90M +2.7M (+1,739.2%) 0.30% +0.269 pp 0.00% +0.000 pp USD3.62 +5.0% 20 qtrs
25 749.9K +749.9K (+100.0%) 2.85M +2.8M (+100.0%) 0.30% +0.298 pp 2.40% +2.403 pp USD3.80 +0.0% 1 qtrs NEW
26 SQUAREPOINT OPS LLC 716.7K +597.5K (+501.0%) 2.72M +2.5M (+1,083.3%) 0.28% +0.235 pp 0.00% +0.003 pp USD3.49 +8.9% 6 qtrs
27 ISTHMUS PARTNERS, LLC 689.2K +— (+0.0%) 2.62M +2.6M (+196,820.6%) 0.27% -0.012 pp 0.29% +0.291 pp USD16.83 -77.4% 20 qtrs
28 NUVEEN, LLC 552.1K +124.5K (+29.1%) 2.10M +1.3M (+154.2%) 0.22% +0.042 pp 0.00% +0.000 pp USD2.41 +57.7% 3 qtrs
29 BANK OF NEW YORK MELLON CORP 495.7K +64.1K (+14.9%) 1.88M +1.1M (+126.1%) 0.20% +0.018 pp 0.00% +0.000 pp USD2.46 +54.5% 19 qtrs
30 CITADEL ADVISORS LLC 489.7K -2.2M (-81.8%) 1.86M -3.3M (-64.1%) 0.19% -0.918 pp 0.00% -0.001 pp USD2.38 +59.7% 20 qtrs
31 POLEN CAPITAL MANAGEMENT LLC 473.0K +473.0K (+100.0%) 1.80M +1.8M (+100.0%) 0.19% +0.188 pp 0.01% +0.008 pp USD3.80 +0.0% 3 qtrs
32 HRT FINANCIAL LP 469.3K +469.3K (+100.0%) 1.78M +1.8M (+100.0%) 0.19% +0.186 pp 0.01% +0.006 pp USD3.80 +0.0% 1 qtrs NEW
33 MARSHALL WACE, LLP 419.6K +419.6K (+100.0%) 1.59M +1.6M (+100.0%) 0.17% +0.166 pp 0.00% +0.002 pp USD3.80 +0.0% 1 qtrs NEW
34 PALUMBO WEALTH MANAGEMENT LLC 413.3K +267.2K (+182.9%) 1.57M +1.3M (+457.1%) 0.16% +0.104 pp 0.39% +0.298 pp USD3.32 +14.5% 6 qtrs
35 INVESCO LTD. 387.9K +60.5K (+18.5%) 1.47M +842.2K (+133.3%) 0.15% +0.018 pp 0.00% +0.000 pp USD2.29 +65.9% 4 qtrs
36 ALGERT GLOBAL LLC 382.1K +382.1K (+100.0%) 1.45M +1.5M (+100.0%) 0.15% +0.152 pp 0.02% +0.023 pp USD3.80 +0.0% 5 qtrs
37 JANE STREET GROUP, LLC 350.8K +334.4K (+2,039.0%) 1.33M +1.3M (+4,111.6%) 0.14% +0.132 pp 0.00% +0.000 pp USD3.71 +2.4% 5 qtrs
38 BARCLAYS PLC 340.8K +315.7K (+1,257.8%) 1.30M +1.3M (+2,815.1%) 0.14% +0.125 pp 0.00% +0.000 pp USD3.69 +3.0% 16 qtrs
39 OPPENHEIMER & CO INC 330.5K -1.3K (-0.4%) 1.26M +615.5K (+96.1%) 0.13% -0.006 pp 0.02% +0.010 pp USD1.48 +156.8% 12 qtrs
40 CAPTRUST FINANCIAL ADVISORS 286.5K +72.0K (+33.6%) 1.09M +674.8K (+163.0%) 0.11% +0.025 pp 0.00% +0.001 pp USD3.22 +18.0% 20 qtrs
41 CITIGROUP INC 280.6K +250.0K (+817.8%) 1.07M +1.0M (+1,707.1%) 0.11% +0.099 pp 0.00% +0.000 pp USD3.59 +5.8% 19 qtrs
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 264.8K +41.6K (+18.6%) 1.01M +575.5K (+133.6%) 0.11% +0.013 pp 0.00% +0.000 pp USD2.61 +45.6% 20 qtrs
43 RHUMBLINE ADVISERS 248.8K +9.9K (+4.1%) 945.4K +484.3K (+105.0%) 0.10% 0.000 pp 0.00% +0.000 pp USD2.07 +83.6% 3 qtrs
44 IQ EQ FUND MANAGEMENT (IRELAND) LTD 230.4K +74.5K (+47.8%) 875.3K +574.6K (+191.0%) 0.09% +0.027 pp 0.06% +0.040 pp USD2.53 +50.2% 7 qtrs
45 GOTHAM ASSET MANAGEMENT, LLC 228.9K +228.9K (+100.0%) 869.9K +869.9K (+100.0%) 0.09% +0.091 pp 0.00% +0.003 pp USD3.80 +0.0% 1 qtrs NEW
46 VOLEON CAPITAL MANAGEMENT LP 225.7K +166.6K (+281.8%) 857.8K +743.7K (+651.8%) 0.09% +0.065 pp 0.02% +0.016 pp USD3.31 +14.8% 2 qtrs
47 LPL FINANCIAL LLC 225.6K -2.9K (-1.3%) 857.2K +416.3K (+94.4%) 0.09% -0.005 pp 0.00% +0.000 pp USD3.96 -4.0% 20 qtrs
48 CLOUGH CAPITAL PARTNERS L P 222.5K +222.5K (+100.0%) 845.5K +845.5K (+100.0%) 0.09% +0.088 pp 0.08% +0.075 pp USD3.80 +0.0% 1 qtrs NEW
49 WELLS FARGO & COMPANY/MN 222.0K +96.1K (+76.4%) 843.6K +600.7K (+247.3%) 0.09% +0.036 pp 0.00% +0.000 pp USD2.91 +30.6% 20 qtrs
50 ALLIANCEBERNSTEIN L.P. 192.0K +105.7K (+122.5%) 729.6K +563.0K (+338.0%) 0.08% +0.041 pp 0.00% +0.000 pp USD2.99 +27.1% 3 qtrs
51 QUENT CAPITAL, LLC 183.5K +183.5K (+100.0%) 697.3K +697.3K (+100.0%) 0.07% +0.073 pp 0.05% +0.050 pp USD3.80 +0.0% 1 qtrs NEW
52 GREEN ALPHA ADVISORS, LLC 176.4K +11.5K (+7.0%) 670.2K +352.0K (+110.6%) 0.07% +0.002 pp 0.61% +0.307 pp USD1.54 +146.8% 10 qtrs
53 VERITION FUND MANAGEMENT LLC 172.4K +— (+0.0%) 655.1K +322.4K (+96.9%) 0.07% -0.003 pp 0.00% +0.001 pp USD2.95 +28.8% 6 qtrs
54 COMMONWEALTH EQUITY SERVICES, LLC 155.8K -1.2K (-0.8%) 591.9K +288.9K (+95.4%) 0.06% -0.003 pp 0.00% +0.000 pp USD1.30 +192.3% 8 qtrs
55 PATHSTONE HOLDINGS, LLC 145.2K +1.1K (+0.8%) 551.9K +273.8K (+98.4%) 0.06% -0.002 pp 0.00% +0.001 pp USD1.13 +236.3% 9 qtrs
56 SBI SECURITIES CO., LTD. 138.8K -50.4K (-26.6%) 527.6K +162.3K (+44.4%) 0.06% -0.023 pp 0.01% +0.004 pp USD2.91 +30.6% 5 qtrs
57 DIAMETRIC CAPITAL, LP 138.3K -257.0K (-65.0%) 525.7K -237.4K (-31.1%) 0.05% -0.109 pp 0.14% -0.142 pp USD1.93 +96.9% 2 qtrs
58 XTX TOPCO LTD 137.2K +137.2K (+100.0%) 521.4K +521.4K (+100.0%) 0.05% +0.054 pp 0.01% +0.014 pp USD3.80 +0.0% 12 qtrs
59 FRANKLIN RESOURCES INC 135.2K +217.0 (+0.2%) 513.9K +253.3K (+97.2%) 0.05% -0.002 pp 0.00% +0.000 pp USD1.93 +96.9% 2 qtrs
60 BLAIR WILLIAM & CO/IL 129.5K +1.0K (+0.8%) 492.1K +244.1K (+98.4%) 0.05% -0.002 pp 0.00% +0.001 pp USD2.31 +64.5% 6 qtrs
61 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 117.3K -7.6K (-6.1%) 445.8K +204.7K (+84.9%) 0.05% -0.005 pp 0.03% +0.015 pp USD2.28 +66.7% 4 qtrs
62 PRICE T ROWE ASSOCIATES INC /MD/ 116.4K +14.4K (+14.2%) 443.0K +246.0K (+124.9%) 0.05% +0.004 pp 0.00% +0.000 pp USD2.77 +37.2% 18 qtrs
63 INTECH INVESTMENT MANAGEMENT LLC 111.1K +30.2K (+37.4%) 422.1K +266.1K (+170.6%) 0.04% +0.011 pp 0.00% +0.002 pp USD2.49 +52.6% 3 qtrs
64 PARKMAN HEALTHCARE PARTNERS LLC 100.8K -501.4K (-83.3%) 383.2K -779.1K (-67.0%) 0.04% -0.209 pp 0.04% -0.085 pp USD1.93 +96.9% 2 qtrs
65 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 91.0K -93.5K (-50.7%) 345.9K -10.2K (-2.9%) 0.04% -0.040 pp 0.00% 0.000 pp USD2.00 +90.0% 3 qtrs
66 ADVISOR GROUP HOLDINGS, INC. 90.0K -3.5K (-3.7%) 341.9K +169.3K (+98.1%) 0.04% -0.003 pp 0.00% +0.000 pp USD3.98 -4.5% 20 qtrs
67 METLIFE INVESTMENT MANAGEMENT, LLC 90.0K -8.1K (-8.2%) 341.8K +152.7K (+80.7%) 0.04% -0.005 pp 0.00% +0.001 pp USD2.00 +90.0% 3 qtrs
68 SCHONFELD STRATEGIC ADVISORS LLC 81.3K -362.8K (-81.7%) 309.0K -548.1K (-63.9%) 0.03% -0.152 pp 0.00% -0.004 pp USD1.93 +96.9% 8 qtrs
69 PROCYON ADVISORS, LLC 77.4K +— (+0.0%) 294.1K +144.7K (+96.9%) 0.03% -0.001 pp 0.01% +0.006 pp USD6.89 -44.8% 20 qtrs
70 AMERICAN CENTURY COMPANIES INC 69.3K +34.7K (+100.2%) 263.2K +196.4K (+294.2%) 0.03% +0.013 pp 0.00% +0.000 pp USD3.06 +24.2% 6 qtrs
71 D. E. SHAW & CO., INC. 66.8K +66.8K (+100.0%) 253.8K +253.8K (+100.0%) 0.03% +0.027 pp 0.00% +0.000 pp USD3.80 +0.0% 1 qtrs NEW
72 RUSSELL INVESTMENTS GROUP, LTD. 64.3K +48.3K (+301.7%) 244.4K +213.5K (+690.8%) 0.03% +0.019 pp 0.00% +0.000 pp USD3.53 +7.6% 5 qtrs
73 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 63.5K -39.0K (-38.1%) 241.1K +43.4K (+21.9%) 0.03% -0.017 pp 0.00% +0.000 pp USD2.08 +82.7% 4 qtrs
74 SCIENTECH RESEARCH LLC 61.7K +61.7K (+100.0%) 234.4K +234.4K (+100.0%) 0.02% +0.025 pp 0.15% +0.148 pp USD3.80 +0.0% 1 qtrs NEW
75 NEW YORK STATE COMMON RETIREMENT FUND 60.8K +— (+0.0%) 231.0K +113.7K (+96.9%) 0.02% -0.001 pp 0.00% +0.000 pp USD2.00 +90.0% 3 qtrs
76 MANUFACTURERS LIFE INSURANCE COMPANY, THE 59.5K -5.8K (-8.9%) 226.0K +100.0K (+79.4%) 0.02% -0.003 pp 0.00% +0.000 pp USD2.00 +90.0% 3 qtrs
77 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 57.1K +— (+0.0%) 217.0K +106.8K (+96.9%) 0.02% -0.001 pp 0.00% +0.001 pp USD1.99 +91.0% 3 qtrs
78 KESTRA PRIVATE WEALTH SERVICES, LLC 55.5K +5.5K (+11.0%) 211.0K +114.4K (+118.5%) 0.02% +0.001 pp 0.00% +0.001 pp USD2.23 +70.4% 15 qtrs
79 STIFEL FINANCIAL CORP 54.5K +26.1K (+91.8%) 207.1K +152.2K (+277.6%) 0.02% +0.010 pp 0.00% +0.000 pp USD2.80 +35.7% 14 qtrs
80 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 47.3K +13.6K (+40.4%) 192.1K +107.9K (+128.0%) 0.02% +0.005 pp 0.00% +0.000 pp USD2.12 +79.2% 10 qtrs
81 GOLDEN STATE WEALTH MANAGEMENT, LLC 48.0K +— (+0.0%) 182.4K +89.8K (+96.9%) 0.02% -0.001 pp 0.02% +0.009 pp USD1.93 +96.9% 2 qtrs
82 OSBON CAPITAL MANAGEMENT LLC 47.6K +47.6K (+100.0%) 180.8K +180.8K (+100.0%) 0.02% +0.019 pp 0.17% +0.169 pp USD3.80 +0.0% 1 qtrs NEW
83 FMR LLC 47.2K +7.4K (+18.5%) 179.5K +102.6K (+133.3%) 0.02% +0.002 pp 0.00% +0.000 pp USD9.30 -59.1% 20 qtrs
84 BNP PARIBAS ARBITRAGE, SNC 45.6K +6.6K (+16.9%) 173.3K +98.0K (+130.1%) 0.02% +0.002 pp 0.00% +0.000 pp USD2.27 +67.4% 5 qtrs
85 LOS ANGELES CAPITAL MANAGEMENT LLC 79.4K +79.4K (+100.0%) 162.0K +162.0K (+100.0%) 0.03% +0.032 pp 0.00% +0.001 pp USD3.80 +0.0% 1 qtrs NEW
86 LEGAL & GENERAL GROUP PLC 42.2K -1.1K (-2.6%) 160.2K +76.6K (+91.7%) 0.02% -0.001 pp 0.00% +0.000 pp USD2.12 +79.2% 4 qtrs
87 RINKEY INVESTMENTS 41.6K -2.5K (-5.7%) 158.1K +73.0K (+85.7%) 0.02% -0.002 pp 0.04% +0.018 pp USD1.22 +211.5% 17 qtrs
88 GENEOS WEALTH MANAGEMENT INC. 40.7K +— (+0.0%) 154.5K +76.0K (+96.9%) 0.02% -0.001 pp 0.00% +0.002 pp USD1.79 +112.3% 6 qtrs
89 OPAL WEALTH ADVISORS, LLC 36.7K +3.4K (+10.1%) 139.4K +75.1K (+116.7%) 0.01% +0.001 pp 0.04% +0.018 pp USD2.10 +81.0% 2 qtrs
90 180 WEALTH ADVISORS, LLC 36.4K -209.0 (-0.6%) 138.3K +67.6K (+95.8%) 0.01% -0.001 pp 0.02% +0.007 pp USD4.83 -21.3% 17 qtrs
91 CREATIVE PLANNING 36.2K +15.8K (+77.7%) 137.4K +98.1K (+249.8%) 0.01% +0.006 pp 0.00% +0.000 pp USD3.32 +14.5% 15 qtrs
92 CSENGE ADVISORY GROUP 36.1K +— (+0.0%) 137.2K +67.5K (+96.9%) 0.01% -0.001 pp 0.01% +0.003 pp USD2.71 +40.2% 5 qtrs
93 PROSHARE ADVISORS LLC 35.8K +3.0K (+9.0%) 136.1K +72.7K (+114.7%) 0.01% +0.001 pp 0.00% +0.000 pp USD2.15 +76.7% 3 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
2
Shares acquired
Shares disposed
347.5K
Cash buys
Cash sales
2.00
Net activity
-347,518
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-29 Cashman Steve Officer S-Sale D Class A Common Stock 147,518 4.91 724.2K 2,029,868 D
2026-04-16 Cashman Steve Officer S-Sale D Class A Common Stock 200,000 5.22 1.04M 2,177,386 D
2026-03-05 DEVIVO JOSEPH Director / Officer S-Sale D Class A Common Stock 482,149 3.71 1.79M 8,030,899 D
2026-03-03 DEVIVO JOSEPH Director / Officer S-Sale D Class A Common Stock 161,275 3.71 598.7K 8,513,048 D
2026-03-03 Cashman Steve Officer S-Sale D Class A Common Stock 42,540 3.71 157.9K 2,377,386 D
2026-03-03 Carlson Megan Officer S-Sale D Class A Common Stock 41,978 3.71 155.8K 617,631 D
2026-03-03 Caezza Nicholas Officer S-Sale D Class A Common Stock 14,209 3.71 52.7K 312,040 D
2026-03-02 Ku Victor Officer A-Award A Class A Common Stock 287,326 0.00 1,099,288 D
2026-03-02 Doherty John N. Officer A-Award A Class A Common Stock 274,953 0.00 1,509,641 D
2026-03-02 DEVIVO JOSEPH Director / Officer A-Award A Class A Common Stock 1,424,534 0.00 8,674,323 D
2026-03-02 Cashman Steve Officer A-Award A Class A Common Stock 488,042 0.00 2,419,926 D
2026-03-02 Carlson Megan Officer A-Award A Class A Common Stock 97,883 0.00 659,609 D
2026-03-02 Caezza Nicholas Officer A-Award A Class A Common Stock 89,359 0.00 326,249 D
2026-02-26 Cashman Steve Officer S-Sale D Class A Common Stock 250,000 4.35 1.09M 1,931,884 D
2026-01-08 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 335,834 4.18 1.40M 0 I
2026-01-07 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 452,729 4.14 1.87M 335,834 I
2026-01-07 Doherty John N. Officer S-Sale D Class A Common Stock 60,182 3.98 239.5K 1,234,688 D
2026-01-06 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 351,617 4.03 1.42M 788,563 I
2026-01-05 Ku Victor Officer S-Sale D Class A Common Stock 35,968 3.82 137.4K 811,962 D
2025-12-26 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 14,911 4.01 59.8K 1,140,180 I
2025-12-24 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 2,673 4.00 10.7K 1,155,091 I
2025-12-23 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 44,781 4.01 179.4K 1,157,764 I
2025-12-16 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 196,662 3.14 616.8K 0 I
2025-12-15 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 601,308 3.16 1.90M 196,662 I
2025-12-15 Phanstiel S. Louise Director P-Purchase A Class A Common Stock 185,261 3.08 571.2K 185,261 I
2025-12-12 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 82,262 3.08 253.4K 50,360 I
2025-12-11 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 123,354 3.08 380.1K 132,622 I
2025-12-11 ROBBINS LARRY Director / 10% Owner P-Purchase A Class A Common Stock 21,370 3.02 64.5K 14,335,055 I
2025-12-10 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 288,918 3.13 905.2K 255,976 I
2025-12-09 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 176,070 3.11 546.8K 111,031 I
2025-12-08 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 225,726 3.27 738.7K 287,101 I
2025-12-08 Doherty John N. Officer A-Award A Class A Common Stock 431,623 0.00 1,294,870 D
2025-12-05 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 37,598 3.07 115.6K 543,601 I
2025-12-05 ROBBINS LARRY Director / 10% Owner P-Purchase A Class A Common Stock 200,000 3.06 611.3K 14,313,685 I
2025-12-04 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 64,198 3.08 197.5K 581,199 I
2025-12-04 ROBBINS LARRY Director / 10% Owner P-Purchase A Class A Common Stock 536,893 2.99 1.61M 14,113,685 I
2025-12-03 ROBBINS LARRY Director / 10% Owner P-Purchase A Class A Common Stock 821,648 2.96 2.43M 13,576,792 I
2025-12-02 Caezza Nicholas Officer S-Sale D Class A Common Stock 1,686 2.83 4.8K 231,035 D
2025-11-28 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 132,570 3.08 408.2K 512,827 I
2025-11-26 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 442,539 3.13 1.39M 797,970 I
2025-11-25 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 224,919 3.27 735.5K 645,397 I
2025-11-24 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 370,193 3.15 1.17M 870,316 I
2025-11-21 ROBBINS LARRY Director P-Purchase A Class A Common Stock 800,000 2.58 2.06M 12,755,144 I
2025-11-20 ROBBINS LARRY Director P-Purchase A Class A Common Stock 1,000,000 2.37 2.37M 11,955,144 I
2025-11-19 ROBBINS LARRY Director P-Purchase A Class A Common Stock 1,000,000 2.35 2.35M 10,955,144 I
2025-11-04 Carfora Dawn Director S-Sale D Class A Common Stock 112,009 2.70 301.9K 265,505 D
2025-11-03 ROTHBERG JONATHAN M Director / 10% Owner S-Sale D Class A Common Stock 100,502 3.08 309.3K 1,140,007 I
2025-09-22 Ku Victor Officer A-Award A Class A Common Stock 282,643 0.00 847,930 D
2025-09-04 Cashman Steve Officer S-Sale D Class A Common Stock 142,590 1.50 214.3K 2,181,884 D
2025-09-04 Carlson Megan Officer S-Sale D Class A Common Stock 13,803 1.50 20.7K 547,444 D
2025-09-03 Caezza Nicholas Officer S-Sale D Class A Common Stock 1,724 1.52 2.6K 232,721 D
2025-08-25 Cashman Steve Officer P-Purchase A Class A Common Stock 45,291 1.64 74.3K 2,324,474 D
2025-08-04 Caezza Nicholas Officer S-Sale D Class A Common Stock 3,118 1.45 4.5K 234,445 D
2025-08-02 Carlson Megan Officer Class A Common Stock 0 0.00 561,247 D
2025-08-02 Caezza Nicholas Officer Stock Option (right to buy) 10,000 16.64 166.4K 0 D
2025-06-13 Schwartz Erica Director A-Award A Class A Common Stock 80,434 0.00 376,252 D
2025-06-13 ROTHBERG JONATHAN M Director / 10% Owner A-Award A Class A Common Stock 80,434 0.00 2,880,252 D
2025-06-13 ROBBINS LARRY Director A-Award A Class A Common Stock 80,434 0.00 365,505 D
2025-06-13 Phanstiel S. Louise Director A-Award A Class A Common Stock 80,434 0.00 365,505 D
2025-06-13 Edelman Elazer R Director A-Award A Class A Common Stock 80,434 0.00 367,446 D
2025-06-13 Carfora Dawn Director A-Award A Class A Common Stock 80,434 0.00 377,514 D
2025-05-05 Getz Heather C Officer S-Sale D Class A Common Stock 65,456 2.20 144.1K 2,919,274 D
2025-04-25 DEVIVO JOSEPH Director / Officer S-Sale D Class A Common Stock 320,215 2.44 780.7K 7,249,789 D
2025-04-01 Stoica Andrei G Officer S-Sale D Class A Common Stock 1,805 2.17 3.9K 1,600,182 D
2025-03-26 Stoica Andrei G Officer S-Sale D Class A Common Stock 3,354 2.69 9.0K 1,601,987 D
2025-03-04 Stoica Andrei G Officer F-InKind D Class A Common Stock 11,470 3.03 34.8K 1,605,341 D
2025-03-03 Stoica Andrei G Officer F-InKind D Class A Common Stock 178,130 3.03 539.7K 1,616,811 D
2025-03-03 Getz Heather C Officer F-InKind D Class A Common Stock 282,649 3.03 856.4K 2,984,730 D
2025-03-03 DEVIVO JOSEPH Director / Officer F-InKind D Class A Common Stock 443,711 3.03 1.34M 7,570,004 D
2025-03-01 Stoica Andrei G Officer A-Award A Class A Common Stock 328,947 0.00 1,794,941 D
2025-03-01 Getz Heather C Officer A-Award A Class A Common Stock 569,211 0.00 3,267,379 D
2025-03-01 DEVIVO JOSEPH Director / Officer A-Award A Class A Common Stock 1,185,526 0.00 8,013,715 D
2025-03-01 Cashman Steve Officer A-Award A Class A Common Stock 438,553 0.00 2,274,474 D
2024-12-31 Stoica Andrei G Officer S-Sale D Class A Common Stock 1,680 3.30 5.5K 1,449,237 D
2024-12-24 Stoica Andrei G Officer S-Sale D Class A Common Stock 3,340 3.00 10.0K 1,450,917 D
2024-12-20 Getz Heather C Officer S-Sale D Class A Common Stock 30,136 3.06 92.3K 2,669,333 D
2024-12-20 Cashman Steve Officer S-Sale D Class A Common Stock 164,079 3.06 502.7K 1,835,921 D
2024-12-17 DEVIVO JOSEPH Director / Officer F-InKind D Class A Common Stock 209,867 3.52 738.7K 6,799,354 D
2024-12-05 Stoica Andrei G Officer S-Sale D Class A Common Stock 11,277 3.37 38.0K 1,454,257 D
2024-10-01 Stoica Andrei G Officer S-Sale D Class A Common Stock 1,696 1.79 3.0K 1,465,534 D
2024-09-24 Stoica Andrei G Officer S-Sale D Class A Common Stock 3,296 1.74 5.7K 1,467,230 D
2024-09-13 Phanstiel S. Louise Director S-Sale D Class A Common Stock 60,049 1.96 117.8K 0
2024-09-05 Stoica Andrei G Officer S-Sale D Class A Common Stock 10,212 1.70 17.3K 1,470,526
2024-09-03 Cashman Steve Officer A-Award A Class A Common Stock 1,000,000 0.00 2,000,000
2024-08-30 ROBBINS LARRY Director / 10% Owner P-Purchase A Class A Common Stock 244,774 1.07 262.3K 9,955,144
2024-08-29 ROBBINS LARRY Director P-Purchase A Class A Common Stock 429,919 1.07 462.0K 9,710,370
2024-08-28 ROTHBERG JONATHAN M Director / 10% Owner J-Other D Class A Common Stock 952,277 0.98 928.6K 0
2024-08-28 ROBBINS LARRY Director P-Purchase A Class A Common Stock 294,673 0.99 292.8K 9,280,451
2024-08-07 DEVIVO JOSEPH Director / Officer P-Purchase A Class A Common Stock 104,000 0.95 98.5K 7,009,221
2024-07-02 Stoica Andrei G Officer S-Sale D Class A Common Stock 1,703 0.87 1.5K 1,480,738
2024-06-25 Stoica Andrei G Officer S-Sale D Class A Common Stock 3,363 0.92 3.1K 1,482,441
2024-06-10 Schwartz Erica Director A-Award A Class A Common Stock 157,894 0.00 295,818
2024-06-10 ROTHBERG JONATHAN M Director / 10% Owner A-Award A Class A Common Stock 157,894 0.00 2,799,818
2024-06-10 ROBBINS LARRY Director A-Award A Class A Common Stock 157,894 0.00 285,071
2024-06-10 Phanstiel S. Louise Director A-Award A Class A Common Stock 157,894 0.00 285,071
2024-06-10 Edelman Elazer R Director A-Award A Class A Common Stock 157,894 0.00 287,012
2024-06-10 Carfora Dawn Director A-Award A Class A Common Stock 157,894 0.00 297,080
2024-06-05 Stoica Andrei G Officer S-Sale D Class A Common Stock 11,754 0.90 10.6K 1,485,804
2024-05-03 Getz Heather C Officer S-Sale D Class A Common Stock 59,848 0.95 57.0K 2,699,469
2024-04-02 Stoica Andrei G Officer S-Sale D Class A Common Stock 1,778 1.00 1.8K 1,497,558
2024-03-25 Stoica Andrei G Officer S-Sale D Class A Common Stock 3,298 1.03 3.4K 1,499,336
2024-03-11 Stoica Andrei G Officer S-Sale D Class A Common Stock 76,498 1.14 87.2K 889,675
2024-03-11 Getz Heather C Officer S-Sale D Class A Common Stock 81,448 1.14 92.9K 1,435,788
2024-03-07 Pfeiffenberger Brent Director / Officer A-Award A Stock Option (right to buy) 104,550 5.32 556.2K 104,550
2024-03-06 Stoica Andrei G Officer A-Award A Class A Common Stock 612,959 0.00 1,579,132
2024-03-06 Getz Heather C Officer A-Award A Class A Common Stock 1,323,529 0.00 2,840,765
2024-03-06 DEVIVO JOSEPH Director / Officer A-Award A Class A Common Stock 2,895,221 0.00 6,905,221
2024-03-05 Stoica Andrei G Officer S-Sale D Class A Common Stock 12,113 1.15 13.9K 966,173
2024-01-05 Stoica Andrei G Officer S-Sale D Class A Common Stock 35,612 1.02 36.3K 978,286
2024-01-05 Getz Heather C Officer S-Sale D Class A Common Stock 66,142 1.02 67.5K 1,517,236
2023-12-26 Stoica Andrei G Officer S-Sale D Class A Common Stock 2,247 1.04 2.3K 1,013,898
2023-12-05 Stoica Andrei G Officer S-Sale D Class A Common Stock 7,935 1.00 7.9K 1,016,145
2023-10-03 Stoica Andrei G Officer S-Sale D Class A Common Stock 1,748 1.10 1.9K 1,024,080
2023-09-25 Stoica Andrei G Officer S-Sale D Class A Common Stock 3,300 1.21 4.0K 1,025,828
2023-09-06 Stoica Andrei G Officer S-Sale D Class A Common Stock 11,674 1.86 21.7K 1,029,128
2023-08-30 DEVIVO JOSEPH Director / Officer P-Purchase A Class A Common Stock 10,000 1.81 18.1K 4,010,000
2023-07-13 Getz Heather C Officer A-Award A Class A Common Stock 200,000 0.00 1,583,378
2023-07-05 Weiss Lawrence T Officer S-Sale D Class A Common Stock 27,655 2.19 60.5K 1,236,838
2023-07-05 Stoica Andrei G Officer S-Sale D Class A Common Stock 45,633 2.19 99.8K 1,040,802
2023-07-05 Getz Heather C Officer S-Sale D Class A Common Stock 65,577 2.19 143.5K 1,383,378
2023-07-03 Stoica Andrei G Officer S-Sale D Class A Common Stock 1,687 2.34 3.9K 1,086,435
2023-06-23 Stoica Andrei G Officer S-Sale D Class A Common Stock 3,362 2.10 7.1K 1,088,122
2023-06-20 Schwartz Erica Director A-Award A Class A Common Stock 65,789 0.00 137,924
2023-06-20 ROTHBERG JONATHAN M Director / 10% Owner A-Award A Class A Common Stock 65,789 0.00 2,641,924
2023-06-20 ROBBINS LARRY Director A-Award A Class A Common Stock 65,789 0.00 127,177 D
2023-06-20 Phanstiel S. Louise Director A-Award A Class A Common Stock 65,789 0.00 127,177
2023-06-20 Pettiti Gianluca Director A-Award A Class A Common Stock 65,789 0.00 145,191
2023-06-20 Edelman Elazer R Director A-Award A Class A Common Stock 65,789 0.00 129,118
2023-06-20 Carfora Dawn Director A-Award A Class A Common Stock 65,789 0.00 139,186
2023-06-06 Stoica Andrei G Officer S-Sale D Class A Common Stock 11,661 2.25 26.3K 1,091,484
2023-05-24 Weiss Lawrence T Officer S-Sale D Class A Common Stock 52,296 2.22 116.1K 1,264,493
2023-05-03 Getz Heather C Officer S-Sale D Class A Common Stock 64,536 1.98 127.5K 1,448,955
2023-04-24 DEVIVO JOSEPH Director / Officer A-Award A Class A Common Stock 1,600,000 0.00 4,000,000
2023-03-31 Stoica Andrei G Officer S-Sale D Class A Common Stock 1,200 1.65 2.0K 1,103,145
2023-03-23 Stoica Andrei G Officer S-Sale D Class A Common Stock 9,239 1.95 18.0K 1,104,345
2023-03-06 Stoica Andrei G Officer S-Sale D Class A Common Stock 31,965 2.25 71.9K 1,113,584
2023-03-01 Weiss Lawrence T Officer A-Award A Class A Common Stock 452,000 0.00 1,316,789
2023-03-01 Stoica Andrei G Officer A-Award A Class A Common Stock 190,000 0.00 645,549
2023-03-01 Getz Heather C Officer A-Award A Class A Common Stock 600,000 0.00 1,513,491
2023-02-13 Martin John David Officer S-Sale D Class A Common Stock 4,841 2.41 11.7K 286,516
2023-01-03 Stoica Andrei G Director / Officer D-Return D Class A Common Stock 1,473 2.40 3.5K 455,549
2022-12-19 Shahida Darius Director / Officer S-Sale D Class A Common Stock 26,885 2.36 63.4K 629,908
2022-12-14 Quander Troy Director S-Sale D Class A Common Stock 374 2.62 980.40 172,993
2022-10-03 Stoica Andrei G Director / Officer S-Sale D Class A Common Stock 4,776 4.76 22.7K 457,022
2022-09-19 Shahida Darius Officer S-Sale D Class A Common Stock 20,139 5.49 110.6K 656,793
2022-09-14 Quander Troy Officer S-Sale D Class A Common Stock 1,493 6.19 9.2K 173,367
2022-06-21 Shahida Darius Director / Officer S-Sale D Class A Common Stock 16,069 3.18 51.1K 676,932
2022-06-17 Schwartz Erica Director A-Award A Class A Common Stock 48,231 0.00 72,135
2022-06-17 ROTHBERG JONATHAN M Director A-Award A Class A Common Stock 48,231 0.00 2,576,135
2022-06-17 ROBBINS LARRY Director A-Award A Class A Common Stock 48,231 0.00 61,388
2022-06-17 Phanstiel S. Louise Director A-Award A Class A Common Stock 48,231 0.00 61,388
2022-06-17 Pettiti Gianluca Director A-Award A Class A Common Stock 48,231 0.00 79,402
2022-06-17 HAMMERGREN JOHN H Director A-Award A Class A Common Stock 48,231 0.00 61,388
2022-06-17 Edelman Elazer R Director A-Award A Class A Common Stock 48,231 0.00 63,329
2022-06-17 Carfora Dawn Director A-Award A Class A Common Stock 48,231 0.00 73,397
2022-05-31 Dillon Tamara Officer A-Award A Class A Common Stock 327,868 0.00 327,868
2022-05-23 Weiss Lawrence T Officer A-Award A Class A Common Stock 690,789 0.00 690,789
2022-05-02 Getz Heather C Officer 0 0.00 0
2022-03-22 Stoica Andrei G Director / Officer A-Award A Class A Common Stock 89,656 0.00 461,798
2022-03-22 Shahida Darius Director / Officer A-Award A Class A Common Stock 57,280 0.00 693,001
2022-03-22 Quander Troy Director A-Award A Class A Common Stock 34,866 0.00 174,860
2022-03-22 Pugh Stacey Director / Officer A-Award A Class A Common Stock 74,713 0.00 570,945
2022-03-22 Miller Mary Director A-Award A Class A Common Stock 54,789 0.00 383,512
2022-03-22 Martin John David Director / Officer A-Award A Class A Common Stock 54,789 0.00 291,357
2022-03-22 Fruchterman Todd Director A-Award A Stock Option (right to buy) 88,743 0.00 88,743
2022-03-21 4C Holdings I, LLC Director J-Other A Class A Common Stock 6,202,545 0.00 6,202,545
2022-03-17 Shahida Darius Director / Officer S-Sale D Class A Common Stock 16,430 5.39 88.6K 635,721
2022-03-17 Fielding Stephanie Director / Officer S-Sale D Common Stock 3,269 5.39 17.6K 113,079
2022-03-15 ROBBINS LARRY Director P-Purchase A Class A Common Stock 500,000 4.50 2.25M 5,464,751
2022-03-11 ROBBINS LARRY Director J-Other D Class A Common Stock 3,159,563 0.00 7,115,437
2022-03-04 Stoica Andrei G Officer A-Award A Class A Common Stock 310,344 0.00 372,142
2022-03-04 Shahida Darius Officer A-Award A Class A Common Stock 198,275 0.00 652,151
2022-03-04 Quander Troy Officer A-Award A Class A Common Stock 120,689 0.00 139,994
2022-03-04 Pugh Stacey Officer A-Award A Class A Common Stock 258,620 0.00 496,232
2022-03-04 Miller Mary Officer A-Award A Class A Common Stock 189,655 0.00 328,723
2022-03-04 Martin John David Officer A-Award A Class A Common Stock 189,655 0.00 236,568
2022-03-04 Fruchterman Todd Officer A-Award A Stock Option (right to buy) 258,620 0.00 258,620
2022-02-24 Martin John David Officer D Class A Common Stock 0 0.00 38,936
2022-02-16 Pugh Stacey Officer S-Sale D Common Stock 16,122 5.95 96.0K 237,612
2022-02-16 Miller Mary Officer S-Sale D Common Stock 16,677 5.95 99.3K 139,068
2022-02-02 Fruchterman Todd Director / Officer S-Sale D Common Stock 99,239 5.82 577.6K 1,031,208
2021-12-20 Shahida Darius Officer S-Sale D Common Stock 65,274 7.10 463.3K 453,876
2021-12-20 Fielding Stephanie Officer S-Sale D Common Stock 13,440 7.10 95.4K 116,348
2021-09-16 Quander Troy Officer A-Award A Stock Option (right to buy) 37,936 12.95 491.3K 37,936
2021-09-13 Quander Troy Officer 0 0.00 0
2021-09-09 Schwartz Erica Director A-Award A Class A Common Stock 23,904 0.00 23,904
2021-09-08 Schwartz Erica 0
2021-08-25 Perri David Director / Officer M-Exempt D Stock Option (Right to Buy) 70,000 0.00 59,787
2021-08-23 Perri David Officer M-Exempt A Common Stock 68,894 4.84 333.4K 75,705
2021-07-19 Stoica Andrei G Officer A-Award A Stock Option (right to buy) 121,771 0.00 121,771
2021-07-12 Pugh Stacey Officer A-Award A Class A Common Stock 46,074 0.00 253,734
2021-07-12 Fruchterman Todd Director / Officer A-Award A Class A Common Stock 92,147 0.00 1,130,447
2021-07-01 ROTHBERG JONATHAN M Director / 10% Owner A-Award A Stock Option (Right to Buy) 21,645 14.25 308.4K 21,645
2021-07-01 ROBBINS LARRY Director A-Award A Stock Option (Right to Buy) 21,645 14.25 308.4K 21,645
2021-07-01 Phanstiel S. Louise Director A-Award A Stock Option (Right to Buy) 21,645 14.25 308.4K 21,645
2021-07-01 Pettiti Gianluca Director A-Award A Stock Option (Right to Buy) 21,645 14.25 308.4K 21,645
2021-07-01 HAMMERGREN JOHN H Director A-Award A Stock Option (Right to Buy) 21,645 14.25 308.4K 21,645
2021-07-01 Edelman Elazer R Director A-Award A Stock Option (Right to Buy) 21,645 14.25 308.4K 21,645
2021-07-01 Carfora Dawn Director A-Award A Stock Option (Right to Buy) 21,645 14.25 308.4K 21,645
2021-06-08 Perri David Director / Officer M-Exempt D Stock Option (right to buy) 13,625 0.00 367,732

Executive team

Top executives
EBIT / Employee
-397.2K
Shares Outstanding
261.64M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Joseph DeVivo, President and Chief Executive Officer 900.3K 4.29M 1.18M 7.9K 6.38M 67.24%
2 2025 John Doherty Chief Financial Officer 20.4K 750.0K 4.00M 35.00 4.77M 83.83%
3 2025 Heather Getz Former Chief Financial & Operations Officer 537.5K 2.06M 438.1K 3.04M 67.87%
4 2025 Steven Cashman Chief Business Officer 529.9K 1.59M 405.0K 910.00 2.52M 62.92%
5 2024 Joseph DeVivo, President and Chief Executive Officer 875.0K 3.24M 1.37M 7.6K 5.49M 59.04%
6 2024 Steven Cashman Chief Business Officer 159.5K 150.0K 2.22M 161.0K 280.00 2.69M 82.48%
7 2024 Heather Getz Chief Financial & Operations Officer 600.0K 1.48M 551.0K 7.8K 2.64M 56.12%
8 2024 Heather Getz Former Chief Financial & Operations Officer 600.0K 1.48M 551.0K 7.8K 2.64M 56.12%
9 2023 Joseph DeVivo, Chief Executive Officer 588.9K 1.10M 9.12M 630.00 10.81M 84.35%
10 2023 Joseph DeVivo, President and Chief Executive Officer 588.9K 1.10M 9.12M 630.00 10.81M 84.35%
11 2023 Heather Getz Chief Financial Officer 535.5K 374.7K 2.39M 7.5K 3.31M 72.26%
12 2023 Heather Getz Chief Financial & Operations Officer 535.5K 374.7K 2.39M 7.5K 3.31M 72.26%
13 2023 Andrei Stoica, Chief Technology Officer 484.5K 197.6K 1.55M 23.1K 2.25M 68.67%
14 2023 Jonathan M. Rothberg, Former Interim Chief Executive Officer 217.4K 217.4K 0.00%
15 2022 ​Todd Fruchterman, Former Chief Executive Officer 780.0K 2.66M 989.4K 2.22M 6.64M 54.89%
16 2022 Heather Getz Chief Financial Officer 316.7K 255.5K 2.25M 749.5K 401.9K 3.97M 75.49%
17 2022 Andrei Stoica, Chief Technology Officer 475.0K 199.5K 1.71M 319.1K 2.71M 63.30%
18 2022 ​Andrei Stoica, Chief Technology Officer 475.0K 199.5K 1.71M 319.1K 2.71M 63.30%
19 2022 ​Heather Getz Chief Financial Officer 316.7K 255.5K 2.25M 749.5K 401.9K 973.5K 308.12%
20 2022 ​ Jonathan M. Rothberg, Former Interim Chief Executive Officer 217.5K 217.5K 0.00%
21 2022 Jonathan M. Rothberg, Former Interim Chief Executive Officer 217.5K 217.5K 0.00%
22 2021 ​Todd Fruchterman, Former Chief Executive Officer 687.5K 3.27M 17.03M 12.59M 1.24M 34.82M 85.05%
23 2021 Todd Fruchterman, Chief Executive Officer 687.5K 3.27M 17.03M 12.59M 1.24M 34.82M 85.05%
24 2021 Stacey Pugh, Chief Commercial Officer 380.0K 417.9K 5.16M 568.8K 168.3K 6.70M 85.57%
25 2021 Laurent Faracci, Former Chief Executive Officer 25.0K 3.52M 3.54M 0.00%
26 2021 Andrei Stoica, Chief Technology Officer 183.3K 749.5K 660.0K 662.8K 165.1K 2.42M 54.65%
27 2021 ​Andrei Stoica, Chief Technology Officer 183.3K 749.5K 660.0K 662.8K 165.1K 2.42M 54.65%
28 2021 Darius Shahida, Chief Strategy Officer and Chief Business Development Officer 400.0K 1.23M 1.63M 0.00%
29 2021 Stephanie Fielding, Chief Financial Officer 400.0K 355.0K 755.0K 0.00%
30 2020 Laurent Faracci, Former Chief Executive Officer 450.0K 150.0K 13.26M 321.6K 14.19M 93.50%
31 2020 Darius Shahida, Chief Strategy Officer and Chief Business Development Officer 400.0K 4.88M 583.7K 5.86M 93.18%
32 2020 Stephanie Fielding, Chief Financial Officer 194.3K 25.0K 1.75M 1.97M 88.87%
33 2019 Darius Shahida, Chief Strategy Officer and Chief Business Development Officer 203.1K 200.0K 10.5K 413.6K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2025-04-30 DEFA14A
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 8-K
2026-05-05 4
2026-05-01 4
2026-04-30 8-K
2026-04-30 10-Q
2026-04-27 DEFA14A
2026-04-27 DEF 14A
2026-04-27 ARS
2026-04-17 4
2026-03-26 SC 13G/A

Executive team

NameTitleCompensationGender
Joseph DeVivo Chief Executive Officer, President & Chairman of the Board 2M male
Heather C. Getz Advisor 1M female
Steven Cashman Executive Vice President & Chief Business Officer 935.8K male
John N. Doherty Executive VP & CFO 770.4K male
Victor Ku Senior Vice President & Chief Technology Officer 705.2K male
Jonathan Rothberg Founder & Director 57.5K
John S. Soto Senior Vice President of International male
Kate Driscoll Vice President of Compliance, Quality & Regulatory female
Megan Carlson Chief Accounting Officer & Senior VP of Finance & Accounting female
Mercedes Kelemen Vice President of Human Resources female
Nicholas Caezza VP & Deputy General Counsel & Corporate Secretary male
Nick Caezza Vice President & Deputy General Counsel male
ESG Rating
B
MEDICAL - DEVICES
2026
E (Environmental)
68.5 / 62.5
Company / Sector avg.
S (Social)
68.7 / 68.9
Company / Sector avg.
G (Governance)
65.4 / 64.8
Company / Sector avg.
ESG Total
67.5 / 65.4
Company / Sector avg.
ESG Score History MEDICAL - DEVICES
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

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Dividend history

Earnings history

Earnings reports

Stock splits