Blend Labs, Inc. (BLND)
Novato, CA, US
Established in 2012 and headquartered in San Francisco, California, Blend Labs, Inc. provides cloud-hosted software platforms tailored for financial institutions across the United States. The company's operations are divided into two key divisions: Blend Platform and Title365. It offers a wide array of white-label solutions catering to diverse consumer financial needs, such as home mortgages, home equity loans and lines of credit, vehicle financing, personal loans, credit cards, and deposit account management. Additionally, Blend Labs supplies a specialized suite of tools designed to streamline the entire homeownership process for individuals, covering aspects like loan closing, income validation for mortgages, property insurance, and real estate services. The firm also conducts title examination processes for insurance policies, manages escrow, handles closing and settlement services, and performs various trustee duties, alongside delivering expert professional and advisory services. Its clientele encompasses a broad spectrum of financial entities, including banks, credit unions, financial technology firms, and independent mortgage providers.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.74% | -3.42% | -4.08% | -17.54% | -54.66% | -53.62% | -61.16% | +27.03% | -93.25% | -93.25% | -93.25% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 4 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
2.00
+16.6%
|
| Last Year | 1 |
2.00
+16.6%
|
| All Time | 6 |
5.33
+210.8%
|
-
Revenue growth Software - Application: +13.0%-23.7% Q1'26: +15.2% (vs Q1'25)
-
EPS growth Software - Application: +28.6%+58.3% ★ Q1'26: +11.8% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%-3.1% Q1'26: +20.2% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%-0.7% Q1'26: -14.3% (vs Q1'25)
-
ROIC Software - Application: +7.5%-1.4% Q1'26: -36.1% (vs Q1'25)
-
Share dilution Software - Application: +0.0%+2.0% Q1'26: -1.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×54.73× Q1'26: -16.80× (vs Q1'25)
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 1 EPS Ana. |
Dec 2027 4 Rev. Ana. 2 EPS Ana. |
Dec 2028 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
234.50M
est: 366.60M (-36.0%)
|
235.20M
est: 237.39M (-0.9%)
|
156.85M
est: 152.12M (+3.1%)
|
162.02M
est: 161.99M (+0.0%)
|
123.59M
est: 122.96M (+0.5%)
|
131.77M
130.04M – 133.98M
+7.2% YoY
|
148.23M
146.28M – 150.71M
+12.5% YoY
|
168.16M
163.01M – 173.30M
+13.4% YoY
|
| EBITDA |
-182.94M
est: -263.94M (+30.7%)
|
-726.85M
est: -170.91M (-325.3%)
|
-143.21M
est: -87.18M (-64.3%)
|
-31.74M
est: -92.83M (+65.8%)
|
2.94M
est: -70.46M (+104.2%)
|
-75.51M
-76.78M – -74.52M
-7.2% YoY
|
-84.94M
-86.37M – -83.83M
-12.5% YoY
|
-96.36M
-99.31M – -93.41M
-13.4% YoY
|
| EBIT |
-196.75M
est: -277.97M (+29.2%)
|
-741.26M
est: -180.00M (-311.8%)
|
-148.97M
est: -91.93M (-62.0%)
|
-36.56M
est: -97.89M (+62.7%)
|
-878.0K
est: -74.31M (+98.8%)
|
-79.63M
-80.97M – -78.58M
-7.2% YoY
|
-89.58M
-91.08M – -88.40M
-12.5% YoY
|
-101.62M
-104.73M – -98.51M
-13.4% YoY
|
| Net Income |
-171.34M
est: -125.35M (-36.7%)
|
-768.61M
est: -171.41M (-348.4%)
|
-185.32M
est: -125.48M (-47.7%)
|
-49.60M
est: -17.69M (-180.4%)
|
-8.06M
est: 5.31M (-251.8%)
|
14.02M
13.74M – 14.29M
+164.1% YoY
|
25.96M
25.45M – 26.46M
+85.2% YoY
|
36.34M
35.63M – 37.04M
+40.0% YoY
|
| SGA |
212.88M
est: 299.10M (-28.8%)
|
224.37M
est: 193.68M (+15.8%)
|
130.82M
est: 117.78M (+11.1%)
|
86.61M
est: 125.42M (-30.9%)
|
79.19M
est: 95.20M (-16.8%)
|
102.02M
100.68M – 103.73M
+7.2% YoY
|
114.76M
113.25M – 116.68M
+12.5% YoY
|
130.19M
126.20M – 134.18M
+13.4% YoY
|
| EPS |
-0.74
est: -0.49 (-49.9%)
|
-3.28
est: -0.67 (-388.0%)
|
-0.76
est: -0.48 (-57.2%)
|
-0.24
est: -0.07 (-252.2%)
|
-0.10
est: 0.02 (-589.1%)
|
0.05
0.05 – 0.06
+164.1% YoY
|
0.10
0.10 – 0.10
+85.2% YoY
|
0.14
0.14 – 0.14
+40.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C- | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 4/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Brian N. Sheth | 57.39M | 18.60% | — | 57.39M | — | 57.39M | IN | — | 2024-05-06 | ↗ |
| 2 | Haveli Investments, L.P. | 57.26M | 18.50% | — | 57.26M | — | 57.26M | PN | — | 2024-05-06 | ↗ |
| 3 | L.P. | 57.26M | 18.50% | 57.26M | — | 57.26M | — | PN | — | 2024-05-06 | ↗ |
| 4 | LLC | 57.26M | 18.50% | — | 57.26M | — | 57.26M | OO | — | 2024-05-06 | ↗ |
| 5 | Whanau Interests LLC | 57.26M | 18.50% | — | 57.26M | — | 57.26M | OO | — | 2024-05-06 | ↗ |
| 6 | Barry Eggers | 23.21M | 10.70% | — | — | — | 23.13M | IN | — | 2022-02-14 | ↗ |
| 7 | Peter Y. Nieh | 23.21M | 10.70% | — | — | — | 23.13M | IN | — | 2022-02-14 | ↗ |
| 8 | Ravi Mhatre | 23.21M | 10.70% | — | — | — | 23.13M | IN | — | 2022-02-14 | ↗ |
| 9 | Charles P. Coleman III | 19.90M | 9.20% | — | 19.90M | — | 19.90M | HC, IN | United States | 2022-02-14 | ↗ |
| 10 | Scott Shleifer | 19.90M | 9.20% | — | 19.90M | — | 19.90M | HC, IN | United States | 2022-02-14 | ↗ |
| 11 | Tiger Global Management, LLC | 19.90M | 9.20% | — | 19.90M | — | 19.90M | IA, OO | United States | 2022-02-14 | ↗ |
| 12 | GHAMSARI | 17.82M | 7.57% | 17.82M | — | 17.82M | — | IN | — | 2022-02-14 | ↗ |
| 13 | (1) BlackRock, Inc. | 17.68M | 7.10% | — | — | — | — | HC | Delaware | 2024-10-22 | ↗ |
| 14 | Tiger Global Performance, LLC | 16.28M | 7.50% | — | 16.28M | — | 16.28M | OO | United States | 2022-02-14 | ↗ |
| 15 | 13G | 16.22M | 7.50% | — | 16.22M | — | 13.00 | OO | — | 2022-02-14 | ↗ |
| 16 | Lightspeed General Partner IX, L.P. | 14.82M | 6.80% | — | — | — | 14.82M | PN | — | 2022-02-14 | ↗ |
| 17 | Lightspeed Ultimate General Partner IX, Ltd. | 14.82M | 6.80% | — | — | — | 14.82M | OO | — | 2022-02-14 | ↗ |
| 18 | Lightspeed Venture Partners IX, L.P. | 14.82M | 6.80% | — | — | — | 14.82M | PN | — | 2022-02-14 | ↗ |
| 19 | The Vanguard Group - 23-1945930 | 14.27M | 6.34% | — | 96.5K | — | — | IA | Pennsylvania | 2023-02-09 | ↗ |
| 20 | Fullerton Management Pte Ltd | 11.88M | 5.50% | — | 11.88M | — | 11.88M | HC | Republic of Singapore | 2022-02-14 | ↗ |
| 21 | GAP Coinvestments IV, LLC | 11.43M | 5.50% | — | 11.43M | — | 11.43M | OO | Delaware | 2021-07-29 | ↗ |
| 22 | General Atlantic (BL), L.P. | 11.43M | 5.50% | — | 11.43M | — | 11.43M | PN | Delaware | 2021-07-29 | ↗ |
| 23 | General Atlantic (Lux) S.à r.l. | 11.43M | 5.50% | — | 11.43M | — | 11.43M | CO | Luxembourg | 2021-07-29 | ↗ |
| 24 | General Atlantic GenPar, L.P. | 11.43M | 5.50% | — | 11.43M | — | 11.43M | PN | Delaware | 2021-07-29 | ↗ |
| 25 | General Atlantic Partners (Lux) SCSp | 11.43M | 5.50% | — | 11.43M | — | 11.43M | PN | Luxembourg | 2021-07-29 | ↗ |
| 26 | Joe Lonsdale | 11.02M | 5.10% | 11.02M | — | 11.02M | — | IN | — | 2022-02-14 | ↗ |
| 27 | Coatue Management, L.L.C. | 8.99M | 4.10% | — | 8.99M | — | 8.99M | IA, OO | — | 2022-02-14 | ↗ |
| 28 | Philippe Laffont | 8.99M | 4.10% | — | 8.99M | — | 8.99M | HC, IN | — | 2022-02-14 | ↗ |
| 29 | 8VC Co-Invest Fund I, L.P. | 8.32M | 3.80% | — | 8.32M | — | 8.32M | PN | — | 2022-02-14 | ↗ |
| 30 | 8VC Co-Invest GP I, LLC | 8.32M | 3.80% | — | 8.32M | — | 8.32M | OO | — | 2022-02-14 | ↗ |
| 31 | Lightspeed General Partner Select, L.P. | 6.05M | 2.80% | — | — | — | 6.05M | PN | — | 2022-02-14 | ↗ |
| 32 | Lightspeed Ultimate General Partner Select, Ltd. | 6.05M | 2.80% | — | — | — | 6.05M | OO | — | 2022-02-14 | ↗ |
| 33 | Lightspeed Venture Partners Select, L.P. | 6.05M | 2.80% | — | — | — | 6.05M | PN | — | 2022-02-14 | ↗ |
| 34 | 8VC Opportunities Fund II, L.P. | 2.70M | 1.20% | — | 2.70M | — | 2.70M | PN | — | 2022-02-14 | ↗ |
| 35 | 8VC Opportunities GP II, LLC | 2.70M | 1.20% | — | 2.70M | — | 2.70M | OO | — | 2022-02-14 | ↗ |
| 36 | Lightspeed General Partner Select III, L.P. | 2.26M | 1.00% | — | — | — | 2.26M | PN | — | 2022-02-14 | ↗ |
| 37 | Lightspeed Venture Partners Select III, L.P. | 2.26M | 1.00% | — | — | — | 2.26M | PN | — | 2022-02-14 | ↗ |
| 38 | Ltd. | 2.26M | 1.00% | — | — | — | 2.26M | OO | — | 2022-02-14 | ↗ |
| 39 | Coatue US 36 LLC | — | 0.00% | — | — | — | — | OO | — | 2022-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | CYPRESS POINT INVESTMENT MANAGEMENT LP | 11.85M +11.8M (+100.0%) | 36.02B +36.0B (+100.0%) | 4.56% +4.563 pp | 7.75% +7.745 pp | USD3.04 +0.0% | 1 qtrs NEW |
| 2 | HAVELI INVESTMENT MANAGEMENT LLC | 10.85M +10.8M (+100.0%) | 32.98B +33.0B (+100.0%) | 4.18% +4.179 pp | 100.00% +100.000 pp | USD3.04 +0.0% | 1 qtrs NEW |
| 3 | EP WEALTH ADVISORS, LLC | 228.5K +228.5K (+100.0%) | 694.75M +694.8M (+100.0%) | 0.09% +0.088 pp | 0.00% +0.004 pp | USD3.04 +0.0% | 1 qtrs NEW |
| 4 | LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 23.13M +— (+0.0%) | 70.31M -14.1M (-16.7%) | 8.91% -0.014 pp | 5.03% -21.183 pp | USD4.21 -27.8% | 5 qtrs — |
| 5 | VANGUARD GROUP INC | 17.87M -135.4K (-0.8%) | 54.32M -11.4M (-17.3%) | 6.88% -0.063 pp | 0.00% 0.000 pp | USD3.68 -17.4% | 18 qtrs — |
| 6 | BLACKROCK, INC. | 16.35M -514.1K (-3.0%) | 49.71M -11.9M (-19.3%) | 6.30% -0.209 pp | 0.00% 0.000 pp | USD3.77 -19.4% | 6 qtrs — |
| 7 | SHAWSPRING PARTNERS LLC | 9.02M -816.5K (-8.3%) | 27.43M -8.5M (-23.6%) | 3.48% -0.321 pp | 5.17% -0.175 pp | USD3.59 -15.3% | 16 qtrs — |
| 8 | METAVASI CAPITAL LP | 6.39M -336.4K (-5.0%) | 19.41M -5.1M (-20.9%) | 2.46% -0.134 pp | 7.91% +0.498 pp | USD2.44 +24.6% | 13 qtrs — |
| 9 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | 5.70M +1.6M (+38.6%) | 17.33M +2.3M (+15.4%) | 2.20% +0.609 pp | 0.81% +0.156 pp | USD3.26 -6.7% | 4 qtrs — |
| 10 | STATE STREET CORP | 5.66M +112.3K (+2.0%) | 17.21M -3.0M (-15.0%) | 2.18% +0.040 pp | 0.00% 0.000 pp | USD2.99 +1.7% | 18 qtrs — |
| 11 | WHITEBARK INVESTORS LP | 5.07M -496.9K (-8.9%) | 15.41M -4.9M (-24.1%) | 1.95% -0.195 pp | 9.28% -0.390 pp | USD3.79 -19.8% | 5 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 4.93M -139.4K (-2.8%) | 14.99M -3.5M (-19.0%) | 1.90% -0.057 pp | 0.00% 0.000 pp | USD2.73 +11.4% | 18 qtrs — |
| 13 | EMERGENCE GP PARTNERS, LLC | 4.24M +— (+0.0%) | 12.90M -2.6M (-16.7%) | 1.63% -0.003 pp | 8.37% +0.800 pp | USD2.55 +19.2% | 9 qtrs — |
| 14 | IRENIC CAPITAL MANAGEMENT LP | 3.11M +3.1M (+100.0%) | 9.47M +9.5M (+100.0%) | 1.20% +1.200 pp | 0.64% +0.637 pp | USD3.04 +0.0% | 1 qtrs NEW |
| 15 | CITADEL ADVISORS LLC | 2.43M +1.5M (+164.1%) | 7.40M +4.0M (+120.0%) | 0.94% +0.582 pp | 0.00% +0.001 pp | USD3.34 -9.0% | 18 qtrs — |
| 16 | GOLDMAN SACHS GROUP INC | 2.37M +174.8K (+8.0%) | 7.21M -808.9K (-10.1%) | 0.91% +0.066 pp | 0.00% 0.000 pp | USD3.60 -15.6% | 18 qtrs — |
| 17 | JANE STREET GROUP, LLC | 2.01M +1.3M (+179.6%) | 6.11M +3.5M (+132.9%) | 0.77% +0.496 pp | 0.00% +0.001 pp | USD3.20 -5.0% | 17 qtrs — |
| 18 | ROYCE & ASSOCIATES LP | 1.98M +306.9K (+18.4%) | 6.01M -86.5K (-1.4%) | 0.76% +0.117 pp | 0.06% +0.000 pp | USD3.76 -19.1% | 5 qtrs — |
| 19 | NORTHERN TRUST CORP | 1.88M -165.0K (-8.1%) | 5.70M -1.7M (-23.4%) | 0.72% -0.065 pp | 0.00% 0.000 pp | USD3.55 -14.4% | 18 qtrs — |
| 20 | PROSPECT CAPITAL ADVISORS, LLC | 1.82M +— (+0.0%) | 5.53M -1.1M (-16.7%) | 0.70% -0.001 pp | 2.85% -0.589 pp | USD3.57 -14.8% | 3 qtrs — |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.81M -35.8K (-1.9%) | 5.50M -1.2M (-18.3%) | 0.70% -0.015 pp | 0.00% 0.000 pp | USD3.11 -2.3% | 18 qtrs — |
| 22 | MARSHALL WACE, LLP | 1.74M +284.5K (+19.5%) | 5.30M -24.2K (-0.5%) | 0.67% +0.109 pp | 0.00% -0.001 pp | USD3.29 -7.6% | 8 qtrs — |
| 23 | POTRERO CAPITAL RESEARCH LLC | 1.66M +1.7M (+100.0%) | 5.05M +5.0M (+100.0%) | 0.64% +0.640 pp | 1.70% +1.700 pp | USD3.04 +0.0% | 1 qtrs NEW |
| 24 | TUDOR INVESTMENT CORP ET AL | 1.47M +173.6K (+13.4%) | 4.48M -265.4K (-5.6%) | 0.57% +0.066 pp | 0.01% +0.000 pp | USD3.50 -13.1% | 18 qtrs — |
| 25 | WHETSTONE CAPITAL ADVISORS, LLC | 1.17M +1.2M (+100.0%) | 3.56M +3.6M (+100.0%) | 0.45% +0.451 pp | 1.11% +1.111 pp | USD3.04 +0.0% | 1 qtrs NEW |
| 26 | — | 1.07M +1.1M (+100.0%) | 3.25M +3.2M (+100.0%) | 0.41% +0.411 pp | 2.74% +2.737 pp | USD3.04 +0.0% | 1 qtrs NEW |
| 27 | PANAGORA ASSET MANAGEMENT INC | 1.00M +35.1K (+3.6%) | 3.05M -483.0K (-13.7%) | 0.39% +0.013 pp | 0.01% -0.003 pp | USD3.37 -9.8% | 3 qtrs — |
| 28 | QUBE RESEARCH & TECHNOLOGIES LTD | 921.4K -833.5K (-47.5%) | 2.80M -3.6M (-56.3%) | 0.35% -0.322 pp | 0.00% -0.004 pp | USD3.72 -18.3% | 11 qtrs — |
| 29 | RICE HALL JAMES & ASSOCIATES, LLC | 882.6K +48.8K (+5.9%) | 2.68M -360.3K (-11.8%) | 0.34% +0.018 pp | 0.15% -0.018 pp | USD3.62 -16.0% | 2 qtrs — |
| 30 | ESSEX INVESTMENT MANAGEMENT CO LLC | 749.0K -16.3K (-2.1%) | 2.28M -516.3K (-18.5%) | 0.29% -0.007 pp | 0.35% -0.080 pp | USD3.70 -17.8% | 6 qtrs — |
| 31 | J. GOLDMAN & CO LP | 741.9K -4.6M (-86.1%) | 2.26M -17.3M (-88.4%) | 0.29% -1.776 pp | 0.06% -0.431 pp | USD2.76 +10.1% | 14 qtrs — |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 699.9K -814.2K (-53.8%) | 2.13M -3.4M (-61.5%) | 0.27% -0.315 pp | 0.00% 0.000 pp | USD3.60 -15.6% | 17 qtrs — |
| 33 | PANORAMIC CAPITAL, LLC | 697.7K +37.7K (+5.7%) | 2.12M -288.1K (-12.0%) | 0.27% +0.014 pp | 1.14% +0.056 pp | USD4.02 -24.4% | 5 qtrs — |
| 34 | BANK OF NEW YORK MELLON CORP | 583.6K -32.4K (-5.3%) | 1.77M -474.1K (-21.1%) | 0.22% -0.013 pp | 0.00% 0.000 pp | USD2.62 +16.0% | 16 qtrs — |
| 35 | CINCTIVE CAPITAL MANAGEMENT LP | 556.0K -84.9K (-13.3%) | 1.69M -649.1K (-27.7%) | 0.21% -0.033 pp | 0.09% -0.020 pp | USD3.65 -16.7% | 2 qtrs — |
| 36 | FRANKLIN RESOURCES INC | 552.1K -94.4K (-14.6%) | 1.68M -681.5K (-28.9%) | 0.21% -0.037 pp | 0.00% 0.000 pp | USD3.71 -18.1% | 6 qtrs — |
| 37 | MILITIA CAPITAL PARTNERS, LP | 550.0K +550.0K (+100.0%) | 1.67M +1.7M (+100.0%) | 0.21% +0.212 pp | 0.62% +0.618 pp | USD3.04 +0.0% | 1 qtrs NEW |
| 38 | PERIGON WEALTH MANAGEMENT, LLC | 498.9K +— (+0.0%) | 1.52M -304.3K (-16.7%) | 0.19% 0.000 pp | 0.03% -0.010 pp | USD3.30 -7.9% | 3 qtrs — |
| 39 | NUVEEN, LLC | 467.6K -29.0K (-5.8%) | 1.42M -391.0K (-21.6%) | 0.18% -0.012 pp | 0.00% 0.000 pp | USD3.34 -9.0% | 4 qtrs — |
| 40 | XTX TOPCO LTD | 425.7K +216.8K (+103.7%) | 1.29M +531.5K (+69.7%) | 0.16% +0.083 pp | 0.03% -0.006 pp | USD3.17 -4.1% | 13 qtrs — |
| 41 | UBS GROUP AG | 412.0K +95.6K (+30.2%) | 1.25M +97.7K (+8.5%) | 0.16% +0.037 pp | 0.00% +0.000 pp | USD3.38 -10.1% | 8 qtrs — |
| 42 | SWISS NATIONAL BANK | 403.3K +8.2K (+2.1%) | 1.23M -216.1K (-15.0%) | 0.16% +0.003 pp | 0.00% 0.000 pp | USD3.73 -18.5% | 6 qtrs — |
| 43 | BARCLAYS PLC | 397.2K -10.6K (-2.6%) | 1.21M -321.7K (-21.0%) | 0.15% -0.004 pp | 0.00% 0.000 pp | USD3.54 -14.1% | 8 qtrs — |
| 44 | KAZAZIAN ASSET MANAGEMENT, LLC | 385.4K +385.4K (+100.0%) | 1.17M +1.2M (+100.0%) | 0.15% +0.148 pp | 1.23% +1.234 pp | USD3.04 +0.0% | 1 qtrs NEW |
| 45 | MORGAN STANLEY | 381.9K -376.3K (-49.6%) | 1.16M -1.6M (-58.0%) | 0.15% -0.145 pp | 0.00% 0.000 pp | USD3.54 -14.1% | 18 qtrs — |
| 46 | D. E. SHAW & CO., INC. | 357.4K +296.3K (+484.9%) | 1.09M +863.6K (+387.1%) | 0.14% +0.114 pp | 0.00% +0.001 pp | USD3.14 -3.2% | 2 qtrs — |
| 47 | ALLEN OPERATIONS LLC | 344.8K +— (+0.0%) | 1.05M -210.3K (-16.7%) | 0.13% 0.000 pp | 0.13% -0.019 pp | USD13.48 -77.4% | 18 qtrs — |
| 48 | INVESCO LTD. | 342.2K +48.5K (+16.5%) | 1.04M -31.6K (-3.0%) | 0.13% +0.019 pp | 0.00% +0.000 pp | USD3.70 -17.8% | 15 qtrs — |
| 49 | VERITION FUND MANAGEMENT LLC | 334.8K +36.4K (+12.2%) | 1.02M -71.4K (-6.6%) | 0.13% +0.014 pp | 0.00% -0.001 pp | USD3.32 -8.4% | 3 qtrs — |
| 50 | RUSSELL INVESTMENTS GROUP, LTD. | 320.8K -10.6K (-3.2%) | 975.3K -234.4K (-19.4%) | 0.12% -0.004 pp | 0.00% 0.000 pp | USD3.78 -19.6% | 6 qtrs — |
| 51 | BANK OF AMERICA CORP /DE/ | 319.0K -1.0M (-76.2%) | 969.9K -3.9M (-80.2%) | 0.12% -0.394 pp | 0.00% 0.000 pp | USD3.56 -14.6% | 17 qtrs — |
| 52 | UBS ASSET MANAGEMENT AMERICAS INC | 302.8K +5.8K (+2.0%) | 920.5K -163.5K (-15.1%) | 0.12% +0.002 pp | 0.00% +0.000 pp | USD3.67 -17.2% | 6 qtrs — |
| 53 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 298.3K +51.8K (+21.0%) | 906.7K +7.0K (+0.8%) | 0.11% +0.020 pp | 0.03% 0.000 pp | USD3.44 -11.6% | 5 qtrs — |
| 54 | GSA CAPITAL PARTNERS LLP | 274.4K -3.9K (-1.4%) | 834.0K -182.0K (-17.9%) | 0.11% -0.002 pp | 0.07% -0.013 pp | USD3.34 -9.0% | 13 qtrs — |
| 55 | TWO SIGMA INVESTMENTS, LP | 249.8K -319.8K (-56.1%) | 759.4K -1.3M (-63.5%) | 0.10% -0.124 pp | 0.00% -0.002 pp | USD3.54 -14.1% | 9 qtrs — |
| 56 | RHUMBLINE ADVISERS | 243.4K -85.7K (-26.0%) | 740.0K -461.2K (-38.4%) | 0.09% -0.033 pp | 0.00% 0.000 pp | USD2.69 +13.0% | 15 qtrs — |
| 57 | ALLIANCEBERNSTEIN L.P. | 241.6K +— (+0.0%) | 734.4K -147.4K (-16.7%) | 0.09% 0.000 pp | 0.00% +0.000 pp | USD2.41 +26.1% | 7 qtrs — |
| 58 | LEGAL & GENERAL GROUP PLC | 241.3K +477.0 (+0.2%) | 733.4K -145.4K (-16.5%) | 0.09% +0.000 pp | 0.00% +0.000 pp | USD3.57 -14.8% | 7 qtrs — |
| 59 | LEGATO CAPITAL MANAGEMENT LLC | 239.9K +21.2K (+9.7%) | 729.4K -69.0K (-8.6%) | 0.09% +0.008 pp | 0.06% -0.024 pp | USD3.65 -16.7% | 6 qtrs — |
| 60 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 234.7K -12.9K (-5.2%) | 713.3K -190.1K (-21.0%) | 0.09% -0.005 pp | 0.00% 0.000 pp | USD2.90 +4.8% | 7 qtrs — |
| 61 | WELLS FARGO & COMPANY/MN | 229.9K +78.4K (+51.8%) | 698.9K +146.1K (+26.4%) | 0.09% +0.030 pp | 0.00% +0.000 pp | USD3.11 -2.3% | 18 qtrs — |
| 62 | MASSAR CAPITAL MANAGEMENT, LP | 220.0K +— (+0.0%) | 668.8K -134.2K (-16.7%) | 0.08% 0.000 pp | 0.07% -0.034 pp | USD3.65 -16.7% | 2 qtrs — |
| 63 | CYPRESS POINT WEALTH MANAGEMENT, LLC | 215.8K -2.9K (-1.3%) | 656.2K -142.2K (-17.8%) | 0.08% -0.001 pp | 0.14% -0.018 pp | USD4.25 -28.5% | 17 qtrs — |
| 64 | DEUTSCHE BANK AG\ | 211.0K -343.8K (-62.0%) | 641.6K -1.4M (-68.3%) | 0.08% -0.133 pp | 0.00% -0.001 pp | USD4.04 -24.8% | 7 qtrs — |
| 65 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 202.3K +17.1K (+9.3%) | 614.9K -60.8K (-9.0%) | 0.08% +0.007 pp | 0.00% 0.000 pp | USD3.59 -15.3% | 7 qtrs — |
| 66 | HUNTLEIGH ADVISORS, INC. | 182.6K +9.6K (+5.5%) | 555.0K -76.4K (-12.1%) | 0.07% +0.004 pp | 0.09% -0.014 pp | USD3.97 -23.4% | 5 qtrs — |
| 67 | GROUP ONE TRADING, L.P. | 178.6K -83.3K (-31.8%) | 543.0K -413.0K (-43.2%) | 0.07% -0.032 pp | 0.00% -0.001 pp | USD3.62 -16.0% | 4 qtrs — |
| 68 | CRESCENT PARK MANAGEMENT, L.P. | 137.3K +61.6K (+81.4%) | 417.4K +141.1K (+51.1%) | 0.05% +0.024 pp | 0.26% +0.144 pp | USD3.35 -9.3% | 4 qtrs — |
| 69 | SEI INVESTMENTS CO | 130.0K +118.2K (+1,001.6%) | 395.2K +352.2K (+817.5%) | 0.05% +0.046 pp | 0.00% +0.000 pp | USD3.14 -3.2% | 6 qtrs — |
| 70 | MOUNT LUCAS MANAGEMENT LP | 128.0K -72.0K (-36.0%) | 389.1K -340.9K (-46.7%) | 0.05% -0.028 pp | 0.16% -0.144 pp | USD3.30 -7.9% | 3 qtrs — |
| 71 | AQR CAPITAL MANAGEMENT LLC | 127.9K -502.2K (-79.7%) | 388.8K -1.9M (-83.1%) | 0.05% -0.194 pp | 0.00% -0.001 pp | USD3.60 -15.6% | 6 qtrs — |
| 72 | PRICE T ROWE ASSOCIATES INC /MD/ | 122.0K +7.4K (+6.4%) | 371.0K -48.0K (-11.5%) | 0.05% +0.003 pp | 0.00% +0.000 pp | USD3.73 -18.5% | 6 qtrs — |
| 73 | STATE OF WISCONSIN INVESTMENT BOARD | 108.9K +90.6K (+494.0%) | 331.1K +264.2K (+394.7%) | 0.04% +0.035 pp | 0.00% +0.001 pp | USD3.12 -2.6% | 6 qtrs — |
| 74 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 105.4K +25.3K (+31.6%) | 320.6K +28.0K (+9.6%) | 0.04% +0.010 pp | 0.00% +0.000 pp | USD3.51 -13.4% | 6 qtrs — |
| 75 | KINGSVIEW WEALTH MANAGEMENT, LLC | 98.7K +13.3K (+15.6%) | 299.9K -11.5K (-3.7%) | 0.04% +0.005 pp | 0.00% 0.000 pp | USD1.70 +78.8% | 13 qtrs — |
| 76 | METLIFE INVESTMENT MANAGEMENT, LLC | 91.6K -37.5K (-29.1%) | 278.3K -192.8K (-40.9%) | 0.04% -0.015 pp | 0.00% -0.001 pp | USD3.21 -5.3% | 7 qtrs — |
| 77 | JACOBS LEVY EQUITY MANAGEMENT, INC | 88.7K +88.7K (+100.0%) | 269.8K +269.8K (+100.0%) | 0.03% +0.034 pp | 0.00% +0.001 pp | USD3.04 +0.0% | 1 qtrs NEW |
| 78 | JANUS HENDERSON GROUP PLC | 85.1K +— (+0.0%) | 259.1K -51.9K (-16.7%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD3.75 -18.9% | 6 qtrs — |
| 79 | DIVERSIFIED TRUST CO | 83.5K +8.4K (+11.1%) | 253.8K -20.4K (-7.4%) | 0.03% +0.003 pp | 0.00% -0.001 pp | USD3.27 -7.0% | 3 qtrs — |
| 80 | RAYMOND JAMES FINANCIAL INC | 82.9K -6.0K (-6.7%) | 251.9K -72.4K (-22.3%) | 0.03% -0.002 pp | 0.00% +0.000 pp | USD4.11 -26.0% | 5 qtrs — |
| 81 | JPMORGAN CHASE & CO | 82.1K -34.6K (-29.7%) | 249.5K -176.4K (-41.4%) | 0.03% -0.013 pp | 0.00% +0.000 pp | USD3.70 -17.8% | 18 qtrs — |
| 82 | PFG ADVISORS | 79.0K +3.7K (+4.9%) | 240.0K -34.7K (-12.6%) | 0.03% +0.001 pp | 0.01% +0.000 pp | USD3.72 -18.3% | 6 qtrs — |
| 83 | INTECH INVESTMENT MANAGEMENT LLC | 75.5K -9.1K (-10.8%) | 229.4K -79.2K (-25.7%) | 0.03% -0.004 pp | 0.00% -0.001 pp | USD3.84 -20.8% | 6 qtrs — |
| 84 | PRELUDE CAPITAL MANAGEMENT, LLC | 73.7K +21.7K (+41.7%) | 224.0K +34.2K (+18.0%) | 0.03% +0.008 pp | 0.02% +0.002 pp | USD3.47 -12.4% | 2 qtrs — |
| 85 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 70.5K -363.0K (-83.7%) | 214.5K -1.4M (-86.4%) | 0.03% -0.140 pp | 0.00% -0.022 pp | USD3.34 -9.0% | 4 qtrs — |
| 86 | QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 69.5K -5.9K (-7.8%) | 211.3K -63.9K (-23.2%) | 0.03% -0.002 pp | 0.03% -0.016 pp | USD4.15 -26.7% | 5 qtrs — |
| 87 | STRS OHIO | 64.5K +— (+0.0%) | 196.1K -39.3K (-16.7%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD3.96 -23.2% | 6 qtrs — |
| 88 | VIRTU FINANCIAL LLC | 63.8K +49.8K (+356.6%) | 194.0K +143.0K (+280.4%) | 0.02% +0.019 pp | 0.01% +0.005 pp | USD3.17 -4.1% | 2 qtrs — |
| 89 | CRESSET ASSET MANAGEMENT, LLC | 61.0K +— (+0.0%) | 185.4K -37.2K (-16.7%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD1.01 +201.0% | 11 qtrs — |
| 90 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 60.8K -10.4K (-14.6%) | 184.8K -75.1K (-28.9%) | 0.02% -0.004 pp | 0.00% 0.000 pp | USD2.41 +26.1% | 7 qtrs — |
| 91 | QUANTINNO CAPITAL MANAGEMENT LP | 60.6K +45.8K (+311.3%) | 184.1K +130.4K (+242.6%) | 0.02% +0.018 pp | 0.00% +0.000 pp | USD3.11 -2.3% | 3 qtrs — |
| 92 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 59.3K +— (+0.0%) | 180.3K -36.2K (-16.7%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD4.12 -26.2% | 5 qtrs — |
| 93 | SG AMERICAS SECURITIES, LLC | 58.5K +25.3K (+76.2%) | 178.0K +57.0K (+47.1%) | 0.02% +0.010 pp | 0.00% 0.000 pp | USD3.39 -10.3% | 8 qtrs — |
| 94 | MILLENNIUM MANAGEMENT LLC | 56.8K -959.4K (-94.4%) | 172.7K -3.5M (-95.3%) | 0.02% -0.370 pp | 0.00% -0.002 pp | USD3.46 -12.1% | 18 qtrs — |
| 95 | ARIZONA STATE RETIREMENT SYSTEM | 56.8K -3.5K (-5.8%) | 172.7K -47.4K (-21.5%) | 0.02% -0.001 pp | 0.00% 0.000 pp | USD3.73 -18.5% | 6 qtrs — |
| 96 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 55.7K -79.5K (-58.8%) | 169.2K -324.0K (-65.7%) | 0.02% -0.031 pp | 0.00% 0.000 pp | USD3.36 -9.5% | 8 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR Dow Jones International Real Estate ETF RWX | 1.27% | 3.51M | 0.59% |
| 2 | State Street SPDR S&P Software & Services ETF XSW | 0.72% | 3.14M | 0.35% |
| 3 | State Street SPDR Dow Jones Global Real Estate ETF RWO | 0.34% | 4.32M | 0.50% |
| 4 | Global X - FinTech ETF FINX | 0.08% | 136.2K | 0.68% |
| 5 | iShares Micro-Cap ETF IWC | 0.07% | 1.04M | 0.60% |
| 6 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.04% | 422.1K | 0.20% |
| 7 | State Street SPDR Portfolio Europe ETF SPEU | 0.04% | 253.7K | 0.07% |
| 8 | State Street SPDR Portfolio Developed World ex-US ETF SPDW | 0.03% | 11.73M | 0.03% |
| 9 | Vanguard Russell 2000 Growth ETF VTWG | 0.02% | 333.9K | 0.06% |
| 10 | Invesco RAFI US 1500 Small-Mid ETF PRFZ | 0.02% | 542.5K | 0.34% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | Thomson Matthew Christopher | Officer | — | — | Restricted Stock Units | 1,600,000 | 0.00 | — | 0 | D | ↗ |
| 2026-02-24 | Tkach Oxana | Officer | S-Sale | D | Class A Common Stock | 5,625 | 1.59 | 9.0K | 96,238 | D | ↗ |
| 2026-02-20 | Venkatramani Srinivasan | Officer | F-InKind | D | Class A Common Stock | 117,488 | 1.72 | 202.1K | 207,512 | D | ↗ |
| 2026-02-20 | Tkach Oxana | Officer | M-Exempt | D | Restricted Stock Units | 12,500 | 0.00 | — | 50,000 | D | ↗ |
| 2026-02-20 | Ling Winnie | Officer | M-Exempt | D | Restricted Stock Units | 31,250 | 0.00 | — | 125,000 | D | ↗ |
| 2026-02-20 | Ghamsari Nima | Director / Officer | M-Exempt | D | Restricted Stock Units | 125,000 | 0.00 | — | 500,000 | D | ↗ |
| 2026-02-18 | Ling Winnie | Officer | A-Award | A | Restricted Stock Units | 313,312 | 0.00 | — | 313,312 | D | ↗ |
| 2026-02-18 | Ghamsari Nima | Director / Officer | A-Award | A | Restricted Stock Units | 913,832 | 0.00 | — | 913,832 | D | ↗ |
| 2026-01-15 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 25,000 | 3.06 | 76.4K | 649,824 | D | ↗ |
| 2026-01-07 | Tkach Oxana | Officer | S-Sale | D | Class A Common Stock | 2,500 | 3.09 | 7.7K | 77,017 | D | ↗ |
| 2025-12-15 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 25,000 | 3.06 | 76.5K | 674,824 | D | ↗ |
| 2025-12-03 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 533,888 | 3.09 | 1.65M | 10,848,873 | I | ↗ |
| 2025-12-02 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 345,404 | 3.09 | 1.07M | 10,314,985 | I | ↗ |
| 2025-12-01 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 430,531 | 3.14 | 1.35M | 9,969,581 | I | ↗ |
| 2025-11-26 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 15,090 | 3.10 | 46.8K | 9,539,050 | I | ↗ |
| 2025-11-24 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 54,844 | 3.05 | 167.1K | 9,523,960 | I | ↗ |
| 2025-11-20 | Tkach Oxana | Officer | M-Exempt | D | Restricted Stock Units | 25,000 | 0.00 | — | 175,000 | D | ↗ |
| 2025-11-20 | Ling Winnie | Officer | M-Exempt | A | Class A Common Stock | 31,250 | 0.00 | — | 411,881 | D | ↗ |
| 2025-11-20 | Kneafsey Brian | Officer | M-Exempt | A | Class A Common Stock | 75,000 | 0.00 | — | 737,909 | D | ↗ |
| 2025-11-20 | Ghamsari Nima | Director / Officer | M-Exempt | D | Restricted Stock Units | 125,000 | 0.00 | — | 625,000 | D | ↗ |
| 2025-11-19 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 1,088,738 | 3.03 | 3.30M | 9,469,116 | I | ↗ |
| 2025-11-18 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 293,459 | 3.05 | 894.0K | 8,380,378 | I | ↗ |
| 2025-11-17 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 25,000 | 2.99 | 74.7K | 662,909 | D | ↗ |
| 2025-11-17 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 796,753 | 2.99 | 2.38M | 8,086,919 | I | ↗ |
| 2025-11-14 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 704,259 | 3.01 | 2.12M | 7,290,166 | I | ↗ |
| 2025-11-13 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 653,936 | 3.09 | 2.02M | 6,585,907 | I | ↗ |
| 2025-11-12 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 953,634 | 3.05 | 2.91M | 5,931,971 | I | ↗ |
| 2025-11-11 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 600,308 | 3.00 | 1.80M | 4,978,337 | I | ↗ |
| 2025-11-10 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 701,110 | 2.98 | 2.09M | 4,378,029 | I | ↗ |
| 2025-10-29 | Ghamsari Nima | Director / Officer | J-Other | A | Class A Common Stock | 371,000 | 0.00 | — | 6,428,300 | D | ↗ |
| 2025-10-27 | Ream Jason | Officer | A-Award | A | Restricted Stock Units | 2,200,000 | 0.00 | — | 2,200,000 | D | ↗ |
| 2025-10-20 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 4,000 | 3.50 | 14.0K | 380,631 | D | ↗ |
| 2025-10-15 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 25,000 | 3.34 | 83.5K | 687,909 | D | ↗ |
| 2025-10-02 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 4,000 | 3.58 | 14.3K | 384,631 | D | ↗ |
| 2025-09-18 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 6,500 | 4.30 | 27.9K | 388,631 | D | ↗ |
| 2025-09-15 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 25,000 | 4.36 | 109.1K | 712,909 | D | ↗ |
| 2025-09-05 | Woersching Eric H. | Director | S-Sale | D | Class A Common Stock | 20,000 | 4.01 | 80.1K | 30,000 | D | ↗ |
| 2025-09-05 | Tkach Oxana | Officer | S-Sale | D | Class A Common Stock | 101,429 | 4.00 | 406.0K | 52,780 | D | ↗ |
| 2025-09-05 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 17,500 | 4.00 | 70.1K | 395,131 | D | ↗ |
| 2025-09-04 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 4,000 | 3.51 | 14.0K | 412,631 | D | ↗ |
| 2025-08-22 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 4,000 | 3.50 | 14.0K | 416,631 | D | ↗ |
| 2025-08-20 | Tkach Oxana | Officer | M-Exempt | D | Restricted Stock Units | 12,500 | 0.00 | — | 75,000 | D | ↗ |
| 2025-08-20 | Ling Winnie | Officer | M-Exempt | D | Restricted Stock Units | 50,000 | 0.00 | — | 0 | D | ↗ |
| 2025-08-20 | Kneafsey Brian | Officer | M-Exempt | D | Restricted Stock Units | 75,000 | 0.00 | — | 150,000 | D | ↗ |
| 2025-08-20 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 222,449 | 2.96 | 658.5K | 3,676,919 | I | ↗ |
| 2025-08-20 | Ghamsari Nima | Director / Officer | M-Exempt | D | Restricted Stock Units | 125,000 | 0.00 | — | 750,000 | D | ↗ |
| 2025-08-19 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 292,643 | 3.00 | 877.7K | 3,454,470 | I | ↗ |
| 2025-08-18 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 38,585 | 2.97 | 114.7K | 3,161,827 | I | ↗ |
| 2025-08-15 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 25,000 | 2.87 | 71.9K | 696,598 | D | ↗ |
| 2025-08-14 | Ghamsari Nima | Director / Officer | S-Sale | D | Class A Common Stock | 311,886 | 2.90 | 904.5K | 5,754,051 | D | ↗ |
| 2025-08-07 | Ream Jason | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-08-07 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 4,000 | 3.62 | 14.5K | 372,018 | D | ↗ |
| 2025-07-24 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 4,000 | 3.59 | 14.4K | 376,018 | D | ↗ |
| 2025-07-15 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 25,000 | 3.63 | 90.8K | 721,598 | D | ↗ |
| 2025-07-14 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 20,000 | 3.42 | 68.4K | 746,598 | D | ↗ |
| 2025-07-10 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 4,000 | 3.54 | 14.2K | 380,018 | D | ↗ |
| 2025-07-07 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 20,000 | 3.46 | 69.2K | 766,598 | D | ↗ |
| 2025-07-03 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 8,000 | 3.50 | 28.0K | 384,018 | D | ↗ |
| 2025-06-30 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 20,000 | 3.31 | 66.2K | 786,598 | D | ↗ |
| 2025-06-23 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 20,000 | 3.17 | 63.3K | 806,598 | D | ↗ |
| 2025-06-16 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 45,000 | 3.23 | 145.3K | 826,598 | D | ↗ |
| 2025-06-13 | Ghamsari Nima | Director / Officer | J-Other | D | Class B Common Stock | 75,720 | 0.00 | — | 3,127,385 | D | ↗ |
| 2025-06-12 | Woersching Eric H. | Director | M-Exempt | A | Class A Common Stock | 50,000 | 0.00 | — | 50,000 | D | ↗ |
| 2025-06-12 | Sullivan Bryan Edmund | Director | M-Exempt | D | Restricted Stock Units | 50,000 | 0.00 | — | 0 | D | ↗ |
| 2025-06-12 | Mayopoulos Timothy J | Director | M-Exempt | D | Restricted Stock Units | 50,000 | 0.00 | — | 0 | D | ↗ |
| 2025-06-12 | Lantz Erin N | Director | M-Exempt | A | Class A Common Stock | 50,000 | 0.00 | — | 87,760 | D | ↗ |
| 2025-06-12 | Ghamsari Nima | Director / Officer | J-Other | D | Class B Common Stock | 44,130 | 0.00 | — | 3,203,105 | D | ↗ |
| 2025-06-12 | Chen Gerald C. | Director | M-Exempt | D | Restricted Stock Units | 50,000 | 0.00 | — | 0 | D | ↗ |
| 2025-06-11 | Woersching Eric H. | Director | A-Award | A | Restricted Stock Units | 50,000 | 0.00 | — | 50,000 | D | ↗ |
| 2025-06-11 | Sullivan Bryan Edmund | Director | A-Award | A | Restricted Stock Units | 50,000 | 0.00 | — | 50,000 | D | ↗ |
| 2025-06-11 | Mayopoulos Timothy J | Director | A-Award | A | Restricted Stock Units | 50,000 | 0.00 | — | 50,000 | D | ↗ |
| 2025-06-11 | Lantz Erin N | Director | A-Award | A | Restricted Stock Units | 50,000 | 0.00 | — | 50,000 | D | ↗ |
| 2025-06-11 | Chen Gerald C. | Director | A-Award | A | Restricted Stock Units | 50,000 | 0.00 | — | 50,000 | D | ↗ |
| 2025-06-10 | Woersching Eric H. | Director | M-Exempt | A | Class A Common Stock | 50,000 | 0.00 | — | 50,000 | D | ↗ |
| 2025-06-10 | Sullivan Bryan Edmund | Director | M-Exempt | A | Class A Common Stock | 50,000 | 0.00 | — | 50,000 | D | ↗ |
| 2025-06-10 | Mayopoulos Timothy J | Director | M-Exempt | A | Class A Common Stock | 50,000 | 0.00 | — | 381,130 | D | ↗ |
| 2025-06-10 | Lantz Erin N | Director | M-Exempt | A | Class A Common Stock | 50,000 | 0.00 | — | 87,760 | D | ↗ |
| 2025-06-10 | Chen Gerald C. | Director | M-Exempt | D | Restricted Stock Units | 50,000 | 0.00 | — | 0 | D | ↗ |
| 2025-05-20 | Tkach Oxana | Officer | M-Exempt | D | Restricted Stock Units | 12,500 | 0.00 | — | 87,500 | D | ↗ |
| 2025-05-20 | Ling Winnie | Officer | M-Exempt | D | Restricted Stock Units | 50,000 | 0.00 | — | 50,000 | D | ↗ |
| 2025-05-20 | Kneafsey Brian | Officer | M-Exempt | D | Restricted Stock Units | 75,000 | 0.00 | — | 225,000 | D | ↗ |
| 2025-05-20 | Jafari Amir | Officer | M-Exempt | D | Restricted Stock Units | 93,750 | 0.00 | — | 656,250 | D | ↗ |
| 2025-05-20 | Ghamsari Nima | Director / Officer | M-Exempt | A | Class A Common Stock | 125,000 | 0.00 | — | 6,262,688 | D | ↗ |
| 2025-03-13 | Tkach Oxana | Officer | A-Award | A | Performance-based Restricted Stock Units | 250,000 | 0.00 | — | 250,000 | D | ↗ |
| 2025-03-13 | Ling Winnie | Officer | D-Return | D | Performance-based Restricted Stock Units | 600,000 | 0.00 | — | 0 | D | ↗ |
| 2025-03-13 | Jafari Amir | Officer | A-Award | A | Performance-based Restricted Stock Units | 1,300,000 | 0.00 | — | 1,300,000 | D | ↗ |
| 2025-03-13 | Ghamsari Nima | Director / Officer | A-Award | A | Restricted Stock Units | 1,000,000 | 0.00 | — | 1,000,000 | D | ↗ |
| 2025-03-10 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 1,062,317 | 3.09 | 3.28M | 3,123,242 | I | ↗ |
| 2025-03-07 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 1,416,037 | 3.05 | 4.32M | 2,060,925 | I | ↗ |
| 2025-03-06 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 587,149 | 3.05 | 1.79M | 644,888 | I | ↗ |
| 2025-03-05 | Haveli Investments, L.P. | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 57,739 | 2.99 | 172.6K | 57,739 | I | ↗ |
| 2025-02-20 | Tkach Oxana | Officer | M-Exempt | A | Class A Common Stock | 25,000 | 0.00 | — | 110,930 | D | ↗ |
| 2025-02-20 | Ling Winnie | Officer | M-Exempt | D | Restricted Stock Units | 25,000 | 0.00 | — | 0 | D | ↗ |
| 2025-02-20 | Kneafsey Brian | Officer | F-InKind | D | Class A Common Stock | 28,325 | 3.99 | 113.0K | 823,434 | D | ↗ |
| 2025-02-20 | Jafari Amir | Officer | M-Exempt | D | Restricted Stock Units | 37,500 | 0.00 | — | 75,000 | D | ↗ |
| 2025-02-20 | Ghamsari Nima | Director / Officer | M-Exempt | D | Restricted Stock Units | 375,000 | 0.00 | — | 3,750,000 | D | ↗ |
| 2025-02-06 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 15,000 | 4.01 | 60.2K | 303,781 | D | ↗ |
| 2025-01-29 | Venkatramani Srinivasan | Officer | A-Award | A | Restricted Stock Units | 1,300,000 | 0.00 | — | 1,300,000 | D | ↗ |
| 2025-01-28 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 30,000 | 3.73 | 112.0K | 776,759 | D | ↗ |
| 2025-01-23 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 10,000 | 3.73 | 37.3K | 318,781 | D | ↗ |
| 2025-01-21 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 30,000 | 3.59 | 107.7K | 806,759 | D | ↗ |
| 2025-01-14 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 30,000 | 3.41 | 102.2K | 836,759 | D | ↗ |
| 2025-01-07 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 15,000 | 3.74 | 56.1K | 328,781 | D | ↗ |
| 2025-01-07 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 30,000 | 3.73 | 111.8K | 866,759 | D | ↗ |
| 2024-12-31 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 30,000 | 4.27 | 128.2K | 896,759 | D | ↗ |
| 2024-12-30 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 5,000 | 4.20 | 21.0K | 343,781 | D | ↗ |
| 2024-12-27 | Venkatramani Srinivasan | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-24 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 30,000 | 4.40 | 132.0K | 926,759 | D | ↗ |
| 2024-12-23 | Tkach Oxana | Officer | S-Sale | D | Class A Common Stock | 4,247 | 4.37 | 18.6K | 84,430 | D | ↗ |
| 2024-12-20 | Ling Winnie | Officer | F-InKind | D | Class A Common Stock | 102,100 | 4.70 | 479.9K | 348,781 | D | ↗ |
| 2024-12-20 | Kneafsey Brian | Officer | M-Exempt | D | Performance-based Restricted Stock Units | 100,000 | 0.00 | — | 300,000 | D | ↗ |
| 2024-12-20 | Jafari Amir | Officer | M-Exempt | D | Performance-based Restricted Stock Units | 250,000 | 0.00 | — | 750,000 | D | ↗ |
| 2024-12-17 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 30,000 | 5.05 | 151.5K | 907,439 | D | ↗ |
| 2024-12-10 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 15,000 | 5.07 | 76.1K | 250,881 | D | ↗ |
| 2024-12-10 | Kneafsey Brian | Officer | S-Sale | D | Class A Common Stock | 30,000 | 5.12 | 153.6K | 937,439 | D | ↗ |
| 2024-12-06 | Mayopoulos Timothy J | Director | S-Sale | D | Class A Common Stock | 56,490 | 5.50 | 310.8K | 331,130 | D | ↗ |
| 2024-11-25 | Tkach Oxana | Officer | S-Sale | D | Class A Common Stock | 18,324 | 5.18 | 94.8K | 88,677 | D | ↗ |
| 2024-11-21 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 5,000 | 5.07 | 25.3K | 265,881 | D | ↗ |
| 2024-11-20 | Tkach Oxana | Officer | M-Exempt | A | Class A Common Stock | 1,500 | 0.00 | — | 90,151 | D | ↗ |
| 2024-11-20 | Mayopoulos Timothy J | Director | S-Sale | D | Class A Common Stock | 42,721 | 5.00 | 213.6K | 387,620 | D | ↗ |
| 2024-11-20 | Ling Winnie | Officer | M-Exempt | D | Restricted Stock Units | 50,000 | 0.00 | — | 150,000 | D | ↗ |
| 2024-11-20 | Kneafsey Brian | Officer | F-InKind | D | Class A Common Stock | 38,011 | 4.97 | 188.9K | 967,439 | D | ↗ |
| 2024-11-20 | Jafari Amir | Officer | M-Exempt | D | Restricted Stock Units | 37,500 | 0.00 | — | 112,500 | D | ↗ |
| 2024-11-20 | Ghamsari Nima | Director / Officer | M-Exempt | D | Restricted Stock Units | 375,000 | 0.00 | — | 4,125,000 | D | ↗ |
| 2024-11-14 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 15,000 | 4.40 | 65.9K | 234,169 | D | ↗ |
| 2024-11-12 | Mayopoulos Timothy J | Director | S-Sale | D | Class A Common Stock | 88,311 | 4.66 | 411.8K | 430,341 | D | ↗ |
| 2024-10-24 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 10,000 | 3.42 | 34.2K | 249,169 | D | ↗ |
| 2024-10-10 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 20,000 | 3.43 | 68.6K | 259,169 | D | ↗ |
| 2024-09-26 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 10,000 | 4.06 | 40.6K | 279,169 | D | ↗ |
| 2024-09-23 | Tkach Oxana | Officer | S-Sale | D | Class A Common Stock | 4,303 | 3.98 | 17.1K | 88,651 | D | ↗ |
| 2024-09-20 | Tkach Oxana | Officer | F-InKind | D | Class A Common Stock | 1,889 | 3.98 | 7.5K | 92,954 | D | ↗ |
| 2024-09-20 | Ling Winnie | Officer | M-Exempt | D | Restricted Stock Units | 5,625 | 0.00 | — | 0 | D | ↗ |
| 2024-09-12 | Ling Winnie | Officer | S-Sale | D | Class A Common Stock | 20,000 | 3.33 | 66.7K | 286,416 | — | ↗ |
| 2024-08-30 | Tkach Oxana | Officer | S-Sale | D | Class A Common Stock | 23,749 | 3.71 | 88.1K | 88,700 | — | ↗ |
| 2024-08-20 | Tkach Oxana | Officer | F-InKind | D | Class A Common Stock | 8,150 | 3.97 | 32.4K | 112,449 | — | ↗ |
| 2024-08-20 | Ling Winnie | Officer | M-Exempt | D | Restricted Stock Units | 25,000 | 0.00 | — | 50,000 | — | ↗ |
| 2024-08-20 | Kneafsey Brian | Officer | M-Exempt | D | Restricted Stock Units | 75,000 | 0.00 | — | 450,000 | — | ↗ |
| 2024-08-20 | Jafari Amir | Officer | M-Exempt | D | Restricted Stock Units | 37,500 | 0.00 | — | 150,000 | — | ↗ |
| 2024-08-20 | Ghamsari Nima | Director / Officer | M-Exempt | D | Restricted Stock Units | 375,000 | 0.00 | — | 4,500,000 | — | ↗ |
| 2024-08-14 | Ghamsari Nima | Director / Officer | J-Other | A | Class A Common Stock | 1,000,000 | 0.00 | — | 5,131,600 | — | ↗ |
| 2024-07-15 | Ghamsari Nima | Director / Officer | J-Other | D | Class B Common Stock | 475,000 | 0.00 | — | 4,247,235 | — | ↗ |
| 2024-07-12 | Jafari Amir | Officer | P-Purchase | A | Class A Common Stock | 6,666 | 2.54 | 16.9K | 501,377 | — | ↗ |
| 2024-06-25 | Ghamsari Nima | Director / Officer | J-Other | A | Class A Common Stock | 553,084 | 0.00 | — | 3,656,600 | — | ↗ |
| 2024-06-20 | Tkach Oxana | Officer | M-Exempt | A | Class A Common Stock | 6,142 | 0.00 | — | 95,988 | — | ↗ |
| 2024-06-20 | Ling Winnie | Officer | M-Exempt | A | Class A Common Stock | 5,625 | 0.00 | — | 262,118 | — | ↗ |
| 2024-06-13 | Jafari Amir | Officer | P-Purchase | A | Class A Common Stock | 6,265 | 2.66 | 16.7K | 494,711 | — | ↗ |
| 2024-06-12 | Woersching Eric H. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-12 | Sullivan Bryan Edmund | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-12 | Mayopoulos Timothy J | Director | A-Award | A | Restricted Stock Units | 50,000 | 0.00 | — | 50,000 | — | ↗ |
| 2024-06-12 | Lantz Erin N | Director | A-Award | A | Restricted Stock Units | 27,760 | 0.00 | — | 27,760 | — | ↗ |
| 2024-06-12 | Chen Gerald C. | Director | M-Exempt | D | Restricted Stock Units | 27,760 | 0.00 | — | 0 | — | ↗ |
| 2024-06-10 | Ghamsari Nima | Director / Officer | J-Other | D | Class B Common Stock | 1,000,000 | 0.00 | — | 5,275,319 | — | ↗ |
| 2024-06-07 | Collard Erin James | Director | M-Exempt | D | Restricted Stock Units | 27,760 | 0.00 | — | 0 | — | ↗ |
| 2024-06-07 | Burnham Ciara | Director | M-Exempt | D | Restricted Stock Units | 27,760 | 0.00 | — | 0 | — | ↗ |
| 2024-05-30 | Ghamsari Nima | Director / Officer | S-Sale | D | Class A Common Stock | 81,434 | 2.93 | 238.9K | 2,103,516 | — | ↗ |
| 2024-05-20 | Tkach Oxana | Officer | M-Exempt | D | Restricted Stock Units | 25,000 | 0.00 | — | 325,000 | — | ↗ |
| 2024-05-20 | Ling Winnie | Officer | F-InKind | D | Class A Common Stock | 27,038 | 3.16 | 85.4K | 256,493 | — | ↗ |
| 2024-05-20 | Kneafsey Brian | Officer | M-Exempt | A | Class A Common Stock | 75,000 | 0.00 | — | 908,971 | — | ↗ |
| 2024-05-20 | Jafari Amir | Officer | M-Exempt | D | Restricted Stock Units | 37,500 | 0.00 | — | 187,500 | — | ↗ |
| 2024-05-20 | Ghamsari Nima | Director / Officer | F-InKind | D | Class A Common Stock | 190,050 | 3.16 | 600.6K | 184,950 | — | ↗ |
| 2024-05-14 | Ghamsari Nima | Director / Officer | S-Sale | D | Class A Common Stock | 427,237 | 2.84 | 1.21M | 0 | — | ↗ |
| 2024-05-13 | Jafari Amir | Officer | P-Purchase | A | Class A Common Stock | 5,585 | 2.97 | 16.6K | 488,446 | — | ↗ |
| 2024-05-13 | Ghamsari Nima | Director / Officer | J-Other | A | Class A Common Stock | 709,000 | 0.00 | — | 709,000 | — | ↗ |
| 2024-04-30 | Haveli Investments, L.P. | Director / 10% Owner | — | I | Warrant (right to buy) | 11,111,112 | 4.50 | 50.00M | 0 | — | ↗ |
| 2024-04-29 | Kneafsey Brian | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 833,971 | — | ↗ |
| 2024-04-29 | Haveli Investments, L.P. | Director / 10% Owner | — | I | Class A Common Stock | 0 | 0.00 | — | 130,000 | — | ↗ |
| 2024-04-24 | Ghamsari Nima | Director / Officer | S-Sale | D | Class A Common Stock | 100,807 | 2.45 | 247.3K | 0 | — | ↗ |
| 2024-04-12 | Jafari Amir | Officer | P-Purchase | A | Class A Common Stock | 6,265 | 2.65 | 16.6K | 402,716 | — | ↗ |
| 2024-03-22 | Ghamsari Nima | Director / Officer | S-Sale | D | Class A Common Stock | 81,700 | 2.99 | 244.3K | 34,774 | — | ↗ |
| 2024-03-20 | Tkach Oxana | Officer | M-Exempt | A | Class A Common Stock | 6,142 | 0.00 | — | 73,711 | — | ↗ |
| 2024-03-20 | Ling Winnie | Officer | M-Exempt | A | Class A Common Stock | 5,625 | 0.00 | — | 210,559 | — | ↗ |
| 2024-03-13 | Jafari Amir | Officer | P-Purchase | A | Class A Common Stock | 5,555 | 3.00 | 16.7K | 396,451 | — | ↗ |
| 2024-02-23 | Ghamsari Nima | Director / Officer | S-Sale | D | Class A Common Stock | 112,108 | 2.23 | 250.2K | 116,474 | — | ↗ |
| 2024-02-20 | Tkach Oxana | Officer | M-Exempt | D | Restricted Stock Units | 25,000 | 0.00 | — | 350,000 | — | ↗ |
| 2024-02-20 | Ling Winnie | Officer | M-Exempt | A | Class A Common Stock | 25,000 | 0.00 | — | 183,980 | — | ↗ |
| 2024-02-20 | Jafari Amir | Officer | M-Exempt | D | Restricted Stock Units | 37,500 | 0.00 | — | 225,000 | — | ↗ |
| 2024-02-20 | Ghamsari Nima | Director / Officer | F-InKind | D | Class A Common Stock | 146,418 | 3.10 | 453.9K | 228,582 | — | ↗ |
| 2024-02-13 | Jafari Amir | Officer | P-Purchase | A | Class A Common Stock | 6,051 | 2.61 | 15.8K | 81,610 | — | ↗ |
| 2024-01-24 | Ghamsari Nima | Director / Officer | J-Other | A | Class A Common Stock | 97,657 | 0.00 | — | 97,657 | — | ↗ |
| 2024-01-12 | Jafari Amir | Officer | P-Purchase | A | Class A Common Stock | 7,002 | 2.43 | 17.0K | 75,559 | — | ↗ |
| 2023-12-22 | Ghamsari Nima | Director / Officer | J-Other | A | Class A Common Stock | 69,853 | 0.00 | — | 111,608 | — | ↗ |
| 2023-12-20 | Tkach Oxana | Officer | M-Exempt | D | Restricted Stock Units | 6,142 | 0.00 | — | 18,427 | — | ↗ |
| 2023-12-20 | Mayopoulos Timothy J | Director | M-Exempt | A | Class A Common Stock | 8,333 | 0.00 | — | 490,892 | — | ↗ |
| 2023-12-20 | Ling Winnie | Officer | F-InKind | D | Class A Common Stock | 2,028 | 2.28 | 4.6K | 158,980 | — | ↗ |
| 2023-12-20 | Lantz Erin N | Director | A-Award | A | Restricted Stock Units | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2023-12-20 | Collard Erin James | Director | A-Award | A | Restricted Stock Units | 8,333 | 0.00 | — | 8,333 | — | ↗ |
| 2023-12-20 | Chen Gerald C. | Director | M-Exempt | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2023-12-20 | Burnham Ciara | Director | M-Exempt | D | Restricted Stock Units | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2023-12-13 | Jafari Amir | Officer | P-Purchase | A | Class A Common Stock | 8,547 | 2.00 | 17.1K | 68,557 | — | ↗ |
| 2023-11-30 | Ghamsari Nima | Director / Officer | J-Other | D | Class B Common Stock | 69,853 | 0.00 | — | 9,148,009 | — | ↗ |
| 2023-11-20 | Tkach Oxana | Officer | F-InKind | D | Class A Common Stock | 8,176 | 1.26 | 10.3K | 46,376 | — | ↗ |
| 2023-11-20 | Ling Winnie | Officer | M-Exempt | D | Restricted Stock Units | 25,000 | 0.00 | — | 125,000 | — | ↗ |
| 2023-11-20 | Jafari Amir | Officer | M-Exempt | A | Class A Common Stock | 37,500 | 0.00 | — | 78,603 | — | ↗ |
| 2023-11-20 | Ghamsari Nima | Director / Officer | M-Exempt | D | Restricted Stock Units | 375,000 | 0.00 | — | 5,625,000 | — | ↗ |
| 2023-11-13 | Jafari Amir | Officer | P-Purchase | A | Class A Common Stock | 12,610 | 1.22 | 15.4K | 41,103 | — | ↗ |
| 2023-10-13 | Jafari Amir | Officer | P-Purchase | A | Class A Common Stock | 14,124 | 1.21 | 17.1K | 28,493 | — | ↗ |
| 2023-10-11 | Klinger Dean | Officer | F-InKind | D | Class A Common Stock | 9,132 | 1.29 | 11.8K | 141,843 | — | ↗ |
| 2023-09-29 | Ghamsari Nima | Director / Officer | J-Other | D | Class B Common Stock | 111,940 | 0.00 | — | 9,289,290 | — | ↗ |
| 2023-09-20 | Tkach Oxana | Officer | M-Exempt | A | Class A Common Stock | 6,143 | 0.00 | — | 29,892 | — | ↗ |
| 2023-09-20 | Ling Winnie | Officer | M-Exempt | A | Class A Common Stock | 5,625 | 0.00 | — | 109,449 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Nima Ghamsari Head of Blend, Co-Founder, and Chair | 545.0K | — | 12.93M | — | 456.2K | — | 13.93M | 92.81% | ↗ |
| 2 | 2025 | Srinivasan Venkatramani Head of Product, Technology, and Customer Operations | 450.0K | — | 8.57M | — | 184.3K | 5.0K | 9.21M | 93.06% | ↗ |
| 3 | 2025 | Jason Ream Head of Finance and Administration | 149.2K | — | 7.81M | — | 96.0K | 3.2K | 8.06M | 96.92% | ↗ |
| 4 | 2024 | Srinivasan Venkatramani Head of Product, Technology, and Customer Operations | 26.0K | 1.00M | — | — | — | — | 1.03M | 0.00% | ↗ |
| 5 | 2024 | Nima Ghamsari Head of Blend, Co-Founder, and Chair | 545.0K | 400.0K | — | — | — | — | 945.0K | 0.00% | ↗ |
| 6 | 2024 | Amir Jafari Head of Finance and Administration | 400.0K | — | — | — | 220.0K | 5.0K | 625.0K | 0.00% | ↗ |
| 7 | 2023 | Nima Ghamsari Head of Blend, Co-Founder, and Chair | 405.4K | 400.0K | 6.54M | — | — | — | 7.35M | 89.04% | ↗ |
| 8 | 2023 | Amir Jafari Head of Finance and Administration | 369.2K | 1.00M | 3.60M | — | 200.0K | 5.0K | 5.18M | 69.53% | ↗ |
| 9 | 2023 | Winnie Ling Head of Legal and People | 384.2K | — | 1.14M | — | — | 5.0K | 1.53M | 74.62% | ↗ |
| 10 | 2022 | Timothy J. Mayopoulos Former President and current director | 500.0K | — | 2.84M | 443.1K | — | — | 3.78M | 86.78% | ↗ |
| 11 | 2022 | Crystal Sumner Former Head of Legal, Compliance, and Risk and Corporate Secretary | 450.0K | — | 1.55M | — | — | — | 2.00M | 77.55% | ↗ |
| 12 | 2022 | Nima Ghamsari Head of Blend, Co-Founder, and Chair | 325.0K | — | — | — | — | — | 325.0K | 0.00% | ↗ |
| 13 | 2021 | Nima Ghamsari Head of Blend, Co-Founder, and Chair | 326.3K | — | — | 84.74M | — | — | 85.06M | 99.62% | ↗ |
| 14 | 2021 | Timothy J. Mayopoulos Former President and current director | 501.9K | 500.0K | — | 5.91M | — | 8.8K | 6.92M | 85.40% | ↗ |
| 15 | 2021 | Timothy J. Mayopoulos President and Director | 501.9K | 500.0K | — | 5.91M | — | 8.8K | 6.92M | 85.40% | ↗ |
| 16 | 2021 | Crystal Sumner Head of Legal, Compliance, and Risk and Corporate Secretary | 351.3K | 25.0K | 1.01M | 1.61M | — | — | 2.99M | 87.42% | ↗ |
| 17 | 2021 | Crystal Sumner Former Head of Legal, Compliance, and Risk and Corporate Secretary | 351.3K | 25.0K | 1.01M | 1.61M | — | — | 2.99M | 87.42% | ↗ |
| 18 | 2020 | Timothy J. Mayopoulos President and Director | 500.0K | — | — | — | 680.0K | 144.2K | 1.32M | 0.00% | ↗ |
| 19 | 2020 | Crystal Sumner Head of Legal, Compliance, and Risk and Corporate Secretary | 350.0K | 25.0K | — | 292.4K | — | — | 667.4K | 43.81% | ↗ |
| 20 | 2020 | Nima Ghamsari Head of Blend, Co-Founder, and Chair | 325.0K | — | — | — | — | — | 325.0K | 0.00% | ↗ |
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Nima Ghamsari | Co-Founder, Chairman, Chief Executive Officer & Head of Blend | 1M | male |
| Srinivasan Venkatramani | Head of Product, Technology & Customer Operations | 639.3K | male |
| Jason Ream | Head of Finance & Administration | 457.4K | male |
| Winnie Ling | Head of Legal & People | 389.2K | female |
| Oxana Tkach | Controller & Principal Accounting Officer | — | female |
| Reva Rao | Head of Digital Transformation for Credit Unions | — | female |
| Meg Nunnally | Head of Investor Relations | — | female |
| Matt Thomson | Head of Revenue | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for BLND
Short-term intention
Target Price Distribution
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.

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