Box, Inc. (BOX)
Redwood City, CA, US
Box, Inc. delivers a robust cloud-based platform designed for comprehensive content management. This Software-as-a-Service (SaaS) solution empowers organizations of all scales to effortlessly manage, distribute, and access their digital assets across any device, from any location. Its rich feature set facilitates seamless internal and external collaboration, automates complex content-driven business processes, and supports the development of bespoke applications. Furthermore, the platform integrates critical data protection, stringent security protocols, and robust compliance tools, helping businesses meet diverse legal, regulatory, and industry-specific mandates, alongside their own internal governance policies. Accessible through dedicated web, mobile, and desktop applications, Box also provides an extensible platform for custom application development and offers specialized functionalities tailored for particular industries. As of January 31, 2022, the company served approximately 100,000 paying organizations, with its services available in 25 distinct languages. Its clientele spans key sectors such as financial services, healthcare, government, and legal services, both within the United States and internationally. Founded in 2005, the company initially operated as Box.net, Inc. before rebranding to Box, Inc. in November 2011. Its corporate headquarters are situated in California's San Francisco Bay Area.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.98% | +1.36% | +5.58% | +7.30% | -13.60% | -14.26% | -18.46% | -7.55% | +10.68% | +112.12% | +10.40% |
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
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 3 | -1 |
| Hold | 5 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 2 |
40.50
+32.1%
|
| All Time | 15 |
33.27
+8.5%
|
-
Revenue growth Software - Application: +13.0%+8.0% Q2'26: +10.7% (vs Q2'25)
-
EPS growth Software - Application: +28.6%-56.6% Q2'26: +300.0% (vs Q2'25)
-
FCF margin FCF growth · Software - Application: +45.3%+8.4% Q2'26: +45.4% (vs Q2'25)
-
EBIT margin Software - Application: +9.4%+8.8% Q2'26: +0.0% (vs Q2'25)
-
ROIC Software - Application: +7.5%+41.9% ★ Q2'26: +0.0% (vs Q2'25)
-
Share dilution Software - Application: +0.0%-1.5% ★ Q2'26: -6.3% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×7.28× Q2'26: 0.72× (vs Q2'25)
* 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.
| Metric |
Jan 2015 actual |
Jan 2016 actual |
Jan 2017 actual |
Jan 2018 actual |
Jan 2019 actual |
Jan 2020 actual |
Jan 2021 actual |
Jan 2022 actual |
Jan 2023 actual |
Jan 2024 actual |
Jan 2025 actual |
Jan 2026 7 Rev. Ana. 6 EPS Ana. |
Jan 2027 7 Rev. Ana. 6 EPS Ana. |
Jan 2028 7 Rev. Ana. 6 EPS Ana. |
Jan 2029 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
216.44M
est: 211.83M (+2.2%)
|
302.70M
est: 299.37M (+1.1%)
|
398.61M
est: 397.31M (+0.3%)
|
506.14M
est: 506.07M (+0.0%)
|
608.39M
est: 608.84M (-0.1%)
|
696.26M
est: 694.24M (+0.3%)
|
770.77M
est: 768.42M (+0.3%)
|
874.33M
est: 869.70M (+0.5%)
|
990.87M
est: 990.98M (0.0%)
|
1.04B
est: 1.06B (-2.0%)
|
1.09B
est: 1.09B (+0.0%)
|
1.18B
1.17B – 1.18B
+7.8% YoY
|
1.28B
1.27B – 1.28B
+8.6% YoY
|
1.38B
1.37B – 1.38B
+7.9% YoY
|
1.50B
1.49B – 1.51B
+9.2% YoY
|
| EBITDA |
-137.77M
est: 17.64M (-880.8%)
|
-160.71M
est: -170.84M (+5.9%)
|
-109.82M
est: -144.81M (+24.2%)
|
-111.42M
est: -131.90M (+15.5%)
|
-86.58M
est: -117.33M (+26.2%)
|
-81.27M
est: -270.37M (+69.9%)
|
37.84M
est: 325.2K (+11,534.2%)
|
53.62M
est: 43.51M (+23.3%)
|
102.83M
est: 55.00M (+87.0%)
|
101.99M
est: 184.42M (-44.7%)
|
113.34M
est: 189.78M (-40.3%)
|
204.63M
203.80M – 205.42M
+7.8% YoY
|
222.14M
221.24M – 223.00M
+8.6% YoY
|
239.70M
238.73M – 240.63M
+7.9% YoY
|
261.75M
260.22M – 263.29M
+9.2% YoY
|
| EBIT |
-166.79M
est: 3.67M (-4,646.3%)
|
-201.10M
est: -211.33M (+4.8%)
|
-149.98M
est: -197.26M (+24.0%)
|
-153.23M
est: -174.43M (+12.2%)
|
-132.90M
est: -169.48M (+21.6%)
|
-139.47M
est: -448.32M (+68.9%)
|
-37.64M
est: -58.81M (+36.0%)
|
-27.63M
est: -30.23M (+8.6%)
|
36.84M
est: -19.64M (+287.5%)
|
50.75M
est: 226.00M (-77.5%)
|
91.24M
est: 232.56M (-60.8%)
|
250.76M
249.74M – 251.73M
+7.8% YoY
|
272.23M
271.12M – 273.28M
+8.6% YoY
|
293.74M
292.55M – 294.88M
+7.9% YoY
|
320.76M
318.89M – 322.64M
+9.2% YoY
|
| Net Income |
-168.23M
est: -1.28B (+86.9%)
|
-202.95M
est: -213.60M (+5.0%)
|
-151.79M
est: -198.97M (+23.7%)
|
-154.96M
est: -175.85M (+11.9%)
|
-134.61M
est: -172.42M (+21.9%)
|
-144.35M
est: -449.40M (+67.9%)
|
-43.43M
est: -63.67M (+31.8%)
|
-41.46M
est: -41.37M (-0.2%)
|
26.78M
est: 30.15M (-11.2%)
|
129.03M
est: 117.29M (+10.0%)
|
244.62M
est: 249.94M (-2.1%)
|
188.71M
187.48M – 189.94M
-24.5% YoY
|
231.40M
229.31M – 233.50M
+22.6% YoY
|
269.24M
251.58M – 286.89M
+16.3% YoY
|
-294.46M
-487.34M – 1.10B
-209.4% YoY
|
| SGA |
269.42M
est: 101.24M (+166.1%)
|
314.11M
est: 143.07M (+119.5%)
|
321.20M
est: 384.93M (-16.6%)
|
388.12M
est: 413.20M (-6.1%)
|
405.28M
est: 477.48M (-15.1%)
|
420.41M
est: 331.80M (+26.7%)
|
382.41M
est: 315.07M (+21.4%)
|
433.95M
est: 407.65M (+6.5%)
|
457.95M
est: 484.46M (-5.5%)
|
477.61M
est: 500.92M (-4.7%)
|
517.54M
est: 515.46M (+0.4%)
|
555.80M
553.55M – 557.95M
+7.8% YoY
|
603.38M
600.93M – 605.71M
+8.6% YoY
|
651.07M
648.43M – 653.58M
+7.9% YoY
|
710.96M
706.79M – 715.12M
+9.2% YoY
|
| EPS |
-1.41
est: -8.62 (+83.6%)
|
-1.67
est: -1.16 (-44.6%)
|
-1.19
est: -0.60 (-97.1%)
|
-1.16
est: -0.46 (-154.9%)
|
-0.95
est: -0.16 (-490.4%)
|
-0.98
est: 0.01 (-13,166.7%)
|
-0.28
est: 0.66 (-142.7%)
|
-0.27
est: 0.84 (-132.0%)
|
0.19
est: 1.17 (-83.7%)
|
0.69
est: 0.80 (-13.9%)
|
1.40
est: 1.70 (-17.7%)
|
1.29
1.28 – 1.30
-24.4% YoY
|
1.57
1.57 – 1.59
+22.3% YoY
|
1.79
1.72 – 1.96
+13.6% YoY
|
2.10
-3.33 – 7.53
+17.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-22 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-21 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-20 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-19 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-18 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-15 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-14 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-13 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-12 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-11 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-08 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-07 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-05 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-04 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-01 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-23 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B- | 2/5 | 5/5 | 1/5 | 4/5 | 1/5 | 2/5 | 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 | (1) BlackRock, Inc. | 12.97M | 8.70% | 12.49M | — | 12.97M | — | HC | Delaware | 2022-02-07 | ↗ |
| 2 | Brian Bares | 9.70M | 6.76% | 323.4K | 9.38M | 323.4K | 9.38M | IA, IN | USA | 2019-02-14 | ↗ |
| 3 | 74-2961140 | 9.38M | 6.54% | — | 9.38M | — | 9.38M | IA | TEXAS | 2019-02-14 | ↗ |
| 4 | TPG Growth II Advisors, Inc. | 5.95M | 12.40% | — | 5.95M | — | — | CO | Delaware | 2016-02-12 | ↗ |
| 5 | Bares Capital Management, Inc. - IRS # 74-2961140 | 4.63M | 10.90% | — | 4.63M | — | 4.63M | EP, IN | Texas | 2016-05-10 | ↗ |
| 6 | Page 2 of 12 Pages | 3.96M | 8.80% | 3.96M | — | 3.96M | — | CO | Cayman Islands | 2016-02-16 | ↗ |
| 7 | Page 3 of 12 Pages | 3.96M | 8.80% | 3.96M | — | 3.96M | — | PN | Cayman Islands | 2016-02-16 | ↗ |
| 8 | Page 4 of 12 Pages | 3.96M | 8.80% | 1.80M | — | 1.80M | — | PN | Cayman Islands | 2016-02-16 | ↗ |
| 9 | Page 5 of 12 Pages | 3.96M | 8.80% | 2.16M | — | 2.16M | — | PN | Cayman Islands | 2016-02-16 | ↗ |
| 10 | Artisan Investments GP LLC | 3.93M | 2.70% | — | 3.40M | — | 3.93M | HC | Delaware | 2019-02-07 | ↗ |
| 11 | Artisan Partners Asset Management Inc. | 3.93M | 2.70% | — | 3.40M | — | 3.93M | HC | Delaware | 2019-02-07 | ↗ |
| 12 | Artisan Partners Holdings LP | 3.93M | 2.70% | — | 3.40M | — | 3.93M | HC | Delaware | 2019-02-07 | ↗ |
| 13 | Artisan Partners Limited Partnership | 3.93M | 2.70% | — | 3.40M | — | 3.93M | IA | Delaware | 2019-02-07 | ↗ |
| 14 | Meritech Capital Associates IV L.L.C. (“MCA IV”) | 2.48M | 6.10% | 2.48M | 2.48M | 2.48M | 2.48M | OO | Delaware | 2016-02-16 | ↗ |
| 15 | Meritech Capital Partners IV L.P. (“MCP IV”) | 2.42M | 5.90% | 2.42M | 2.42M | 2.42M | 2.42M | PN | Delaware | 2016-02-16 | ↗ |
| 16 | 10. | 1.50M | 3.46% | — | 1.50M | — | 1.50M | IN | Cayman Islands | 2016-02-16 | ↗ |
| 17 | Israel A. Englander | 669.1K | 0.50% | — | 669.1K | — | 669.1K | IN | Delaware | 2024-03-20 | ↗ |
| 18 | Millennium Group Management LLC | 669.1K | 0.50% | — | 669.1K | — | 669.1K | OO | Delaware | 2024-03-20 | ↗ |
| 19 | Millennium Management LLC | 669.1K | 0.50% | — | 669.1K | — | 669.1K | OO | Delaware | 2024-03-20 | ↗ |
| 20 | Meritech Capital Affiliates IV L.P. (“MC AFF IV”) | 59.9K | 0.20% | 59.9K | 59.9K | 59.9K | 59.9K | PN | Delaware | 2016-02-16 | ↗ |
| 21 | Irwin Federman | — | 0.00% | — | — | — | — | OO | Delaware | 2018-01-31 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 1.61M +1.6M (+100.0%) | 48.15B +48.2B (+100.0%) | 1.11% +1.114 pp | 0.07% +0.073 pp | USD29.91 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 25.19M +24.9K (+0.1%) | 753.29M -58.6M (-7.2%) | 17.42% +0.056 pp | 0.01% -0.002 pp | USD32.73 -8.6% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 18.46M -28.7K (-0.2%) | 552.09M -44.5M (-7.5%) | 12.77% +0.009 pp | 0.01% -0.001 pp | USD21.42 +39.6% | 44 qtrs — |
| 4 | EARNEST PARTNERS LLC | 7.53M -179.1K (-2.3%) | 225.09M -23.5M (-9.5%) | 5.21% -0.112 pp | 0.96% -0.114 pp | USD25.94 +15.3% | 18 qtrs — |
| 5 | STATE STREET CORP | 5.58M -9.6K (-0.2%) | 166.85M -13.5M (-7.5%) | 3.86% +0.002 pp | 0.01% -0.001 pp | USD24.34 +22.9% | 44 qtrs — |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4.51M +604.9K (+15.5%) | 134.93M +8.9M (+7.0%) | 3.12% +0.425 pp | 0.08% -0.001 pp | USD31.90 -6.2% | 23 qtrs — |
| 7 | ACADIAN ASSET MANAGEMENT LLC | 4.49M +42.0K (+0.9%) | 134.41M -9.3M (-6.4%) | 3.11% +0.036 pp | 0.22% -0.030 pp | USD31.18 -4.1% | 25 qtrs — |
| 8 | BANK OF AMERICA CORP /DE/ | 3.47M -155.1K (-4.3%) | 103.73M -13.2M (-11.3%) | 2.40% -0.102 pp | 0.01% 0.000 pp | USD26.34 +13.6% | 44 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3.45M +6.3K (+0.2%) | 103.26M -7.9M (-7.1%) | 2.39% +0.010 pp | 0.01% -0.001 pp | USD23.09 +29.5% | 43 qtrs — |
| 10 | SEI INVESTMENTS CO | 3.33M +15.1K (+0.5%) | 99.66M -7.4M (-6.9%) | 2.30% +0.016 pp | 0.10% -0.017 pp | USD25.78 +16.0% | 33 qtrs — |
| 11 | RGM CAPITAL, LLC | 3.33M +251.5K (+8.2%) | 99.61M +257.4K (+0.3%) | 2.30% +0.179 pp | 4.84% +0.654 pp | USD22.95 +30.3% | 28 qtrs — |
| 12 | UBS GROUP AG | 3.26M -4.6M (-58.4%) | 97.62M -155.6M (-61.5%) | 2.26% -3.158 pp | 0.02% -0.024 pp | USD29.17 +2.5% | 7 qtrs — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 2.66M +9.2K (+0.3%) | 79.59M -6.0M (-7.0%) | 1.84% +0.011 pp | 0.02% -0.002 pp | USD26.32 +13.6% | 20 qtrs — |
| 14 | NORGES BANK | 1.97M +2.0M (+100.0%) | 58.81M +58.8M (+100.0%) | 1.36% +1.360 pp | 0.01% +0.006 pp | USD29.91 +0.0% | 1 qtrs NEW |
| 15 | GOLDMAN SACHS GROUP INC | 1.96M +772.0K (+64.8%) | 58.73M +20.3M (+52.7%) | 1.36% +0.536 pp | 0.01% +0.003 pp | USD30.81 -2.9% | 44 qtrs — |
| 16 | CONGRESS ASSET MANAGEMENT CO /MA | 1.86M -84.6K (-4.4%) | 55.49M -7.1M (-11.4%) | 1.28% -0.056 pp | 0.39% -0.026 pp | USD32.42 -7.7% | 6 qtrs — |
| 17 | MORGAN STANLEY | 1.81M +61.7K (+3.5%) | 54.03M -2.3M (-4.0%) | 1.25% +0.045 pp | 0.00% 0.000 pp | USD22.99 +30.1% | 44 qtrs — |
| 18 | MARSHALL WACE, LLP | 1.75M +566.3K (+48.0%) | 52.25M +14.2M (+37.1%) | 1.21% +0.394 pp | 0.05% +0.009 pp | USD31.42 -4.8% | 6 qtrs — |
| 19 | SUNRIVER MANAGEMENT LLC | 1.74M +223.4K (+14.7%) | 52.08M +3.1M (+6.3%) | 1.20% +0.157 pp | 5.46% +0.136 pp | USD28.38 +5.4% | 21 qtrs — |
| 20 | JPMORGAN CHASE & CO | 1.70M -1.3M (-43.8%) | 50.98M -46.9M (-47.9%) | 1.18% -0.914 pp | 0.00% -0.003 pp | USD29.85 +0.2% | 42 qtrs — |
| 21 | BNP PARIBAS ARBITRAGE, SNC | 1.50M +238.9K (+19.0%) | 44.82M +4.2M (+10.3%) | 1.04% +0.167 pp | 0.02% -0.001 pp | USD30.55 -2.1% | 44 qtrs — |
| 22 | NORTHERN TRUST CORP | 1.46M -112.4K (-7.2%) | 43.54M -7.1M (-14.0%) | 1.01% -0.075 pp | 0.01% -0.001 pp | USD20.13 +48.6% | 44 qtrs — |
| 23 | WELLS FARGO & COMPANY/MN | 1.41M -1.2M (-45.4%) | 42.28M -41.2M (-49.4%) | 0.98% -0.808 pp | 0.01% -0.008 pp | USD27.54 +8.6% | 44 qtrs — |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.35M -19.4K (-1.4%) | 40.34M -3.8M (-8.6%) | 0.93% -0.011 pp | 0.01% -0.001 pp | USD22.69 +31.8% | 44 qtrs — |
| 25 | DEUTSCHE BANK AG\ | 1.22M -464.2K (-27.5%) | 36.63M -17.9M (-32.8%) | 0.85% -0.319 pp | 0.01% -0.006 pp | USD27.74 +7.8% | 44 qtrs — |
| 26 | FIRST TRUST ADVISORS LP | 1.17M -108.2K (-8.5%) | 34.85M -6.2M (-15.2%) | 0.81% -0.073 pp | 0.03% -0.005 pp | USD22.61 +32.3% | 38 qtrs — |
| 27 | POINT72 ASSET MANAGEMENT, L.P. | 1.13M +365.1K (+47.7%) | 33.81M +9.1M (+36.9%) | 0.78% +0.254 pp | 0.04% -0.004 pp | USD31.51 -5.1% | 2 qtrs — |
| 28 | JANE STREET GROUP, LLC | 1.02M +959.1K (+1,516.6%) | 30.58M +28.5M (+1,398.4%) | 0.71% +0.664 pp | 0.00% +0.004 pp | USD29.97 -0.2% | 44 qtrs — |
| 29 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 985.9K +172.5K (+21.2%) | 29.49M +3.2M (+12.3%) | 0.68% +0.121 pp | 0.16% +0.015 pp | USD28.76 +4.0% | 35 qtrs — |
| 30 | TWO SIGMA INVESTMENTS, LP | 944.8K -64.4K (-6.4%) | 28.26M -4.3M (-13.2%) | 0.65% -0.043 pp | 0.04% -0.009 pp | USD32.04 -6.6% | 39 qtrs — |
| 31 | BANK OF NEW YORK MELLON CORP | 944.5K -26.6K (-2.7%) | 28.25M -3.1M (-9.9%) | 0.65% -0.017 pp | 0.01% -0.001 pp | USD23.70 +26.2% | 44 qtrs — |
| 32 | PRINCIPAL FINANCIAL GROUP INC | 917.4K +72.2K (+8.5%) | 27.44M +165.8K (+0.6%) | 0.63% +0.051 pp | 0.01% +0.000 pp | USD28.88 +3.6% | 35 qtrs — |
| 33 | MAN GROUP PLC | 853.6K +61.3K (+7.7%) | 25.53M -34.8K (-0.1%) | 0.59% +0.044 pp | 0.04% -0.001 pp | USD29.28 +2.2% | 32 qtrs — |
| 34 | NUVEEN, LLC | 822.6K +127.9K (+18.4%) | 24.60M +2.2M (+9.8%) | 0.57% +0.090 pp | 0.01% +0.001 pp | USD32.46 -7.9% | 4 qtrs — |
| 35 | ARISTOTLE CAPITAL BOSTON, LLC | 806.0K -83.2K (-9.4%) | 24.11M -4.6M (-16.0%) | 0.56% -0.056 pp | 1.32% -0.155 pp | USD24.37 +22.7% | 20 qtrs — |
| 36 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 805.4K +194.2K (+31.8%) | 24.09M +4.4M (+22.1%) | 0.56% +0.135 pp | 0.01% +0.002 pp | USD31.70 -5.6% | 2 qtrs — |
| 37 | SCHRODER INVESTMENT MANAGEMENT GROUP | 736.2K -79.8K (-9.8%) | 22.39M -4.0M (-15.0%) | 0.51% -0.054 pp | 0.02% -0.004 pp | USD27.04 +10.6% | 16 qtrs — |
| 38 | TWO SIGMA ADVISERS, LP | 686.3K -123.2K (-15.2%) | 20.53M -5.6M (-21.4%) | 0.47% -0.084 pp | 0.04% -0.012 pp | USD31.83 -6.0% | 39 qtrs — |
| 39 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 681.8K +295.0K (+76.2%) | 20.39M +7.9M (+63.4%) | 0.47% +0.205 pp | 0.07% +0.030 pp | USD32.33 -7.5% | 3 qtrs — |
| 40 | JANUS HENDERSON GROUP PLC | 655.9K +71.3K (+12.2%) | 19.61M +754.0K (+4.0%) | 0.45% +0.050 pp | 0.01% +0.000 pp | USD30.29 -1.3% | 18 qtrs — |
| 41 | OBERWEIS ASSET MANAGEMENT INC/ | 652.3K +— (+0.0%) | 19.51M -1.5M (-7.3%) | 0.45% +0.001 pp | 0.71% -0.093 pp | USD32.68 -8.5% | 6 qtrs — |
| 42 | ROYAL BANK OF CANADA | 646.5K -371.4K (-36.5%) | 19.34M -13.5M (-41.1%) | 0.45% -0.255 pp | 0.00% -0.002 pp | USD32.21 -7.1% | 44 qtrs — |
| 43 | NATIXIS ADVISORS, L.P. | 620.1K -62.3K (-9.1%) | 18.55M -3.5M (-15.8%) | 0.43% -0.042 pp | 0.03% -0.006 pp | USD30.04 -0.4% | 19 qtrs — |
| 44 | MILLENNIUM MANAGEMENT LLC | 618.8K +407.1K (+192.2%) | 18.51M +11.7M (+170.8%) | 0.43% +0.282 pp | 0.01% +0.005 pp | USD31.20 -4.1% | 43 qtrs — |
| 45 | FISHER ASSET MANAGEMENT, LLC | 607.1K -56.1K (-8.5%) | 18.16M -3.2M (-15.2%) | 0.42% -0.038 pp | 0.01% -0.002 pp | USD30.48 -1.9% | 15 qtrs — |
| 46 | NATIONAL BANK OF CANADA /FI/ | 600.0K +— (+0.0%) | 17.95M -1.4M (-7.3%) | 0.42% +0.001 pp | 0.02% -0.003 pp | USD34.17 -12.5% | 17 qtrs — |
| 47 | SQUAREPOINT OPS LLC | 593.3K +212.3K (+55.7%) | 17.75M +5.4M (+44.3%) | 0.41% +0.147 pp | 0.02% +0.007 pp | USD31.99 -6.5% | 6 qtrs — |
| 48 | INVESCO LTD. | 584.6K -527.0K (-47.4%) | 17.48M -18.4M (-51.3%) | 0.40% -0.363 pp | 0.00% -0.003 pp | USD31.11 -3.9% | 24 qtrs — |
| 49 | MIZUHO MARKETS AMERICAS LLC | 578.2K -67.9K (-10.5%) | 17.29M -3.6M (-17.1%) | 0.40% -0.046 pp | 0.33% -0.058 pp | USD31.97 -6.4% | 6 qtrs — |
| 50 | AMERIPRISE FINANCIAL INC | 573.3K -122.1K (-17.6%) | 17.14M -5.3M (-23.6%) | 0.40% -0.083 pp | 0.00% -0.001 pp | USD26.32 +13.6% | 38 qtrs — |
| 51 | AMERICAN CENTURY COMPANIES INC | 509.4K +49.2K (+10.7%) | 15.24M +384.6K (+2.6%) | 0.35% +0.035 pp | 0.01% +0.000 pp | USD31.75 -5.8% | 28 qtrs — |
| 52 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 501.4K -63.5K (-11.2%) | 15.00M -3.2M (-17.7%) | 0.35% -0.043 pp | 0.05% -0.017 pp | USD29.79 +0.4% | 8 qtrs — |
| 53 | NEARWATER CAPITAL MARKETS, LTD | 456.0K +156.0K (+52.0%) | 13.64M +4.0M (+40.9%) | 0.32% +0.108 pp | 0.23% +0.104 pp | USD32.71 -8.6% | 3 qtrs — |
| 54 | TUDOR INVESTMENT CORP ET AL | 450.0K +351.7K (+358.0%) | 13.46M +10.3M (+324.5%) | 0.31% +0.243 pp | 0.02% +0.019 pp | USD30.84 -3.0% | 5 qtrs — |
| 55 | PEREGRINE CAPITAL MANAGEMENT LLC | 446.8K -11.0K (-2.4%) | 13.37M -1.4M (-9.5%) | 0.31% -0.007 pp | 0.41% -0.035 pp | USD22.01 +35.9% | 32 qtrs — |
| 56 | HIGHTOWER ADVISORS, LLC | 435.7K +23.1K (+5.6%) | 13.03M -282.1K (-2.1%) | 0.30% +0.017 pp | 0.01% -0.001 pp | USD28.78 +3.9% | 35 qtrs — |
| 57 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 432.9K -18.2K (-4.0%) | 12.95M -1.6M (-11.0%) | 0.30% -0.012 pp | 0.02% -0.004 pp | USD26.67 +12.1% | 7 qtrs — |
| 58 | UBS ASSET MANAGEMENT AMERICAS INC | 392.8K +30.7K (+8.5%) | 11.75M +64.5K (+0.6%) | 0.27% +0.022 pp | 0.00% 0.000 pp | USD27.36 +9.3% | 44 qtrs — |
| 59 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 391.9K -59.6K (-13.2%) | 11.72M -2.8M (-19.6%) | 0.27% -0.041 pp | 0.01% -0.002 pp | USD26.49 +12.9% | 14 qtrs — |
| 60 | RENAISSANCE TECHNOLOGIES LLC | 391.3K -902.2K (-69.7%) | 11.70M -30.0M (-72.0%) | 0.27% -0.622 pp | 0.02% -0.037 pp | USD28.53 +4.8% | 38 qtrs — |
| 61 | RHUMBLINE ADVISERS | 384.1K -16.8K (-4.2%) | 11.49M -1.4M (-11.2%) | 0.27% -0.011 pp | 0.01% -0.001 pp | USD25.18 +18.8% | 43 qtrs — |
| 62 | LEGAL & GENERAL GROUP PLC | 370.4K -20.0K (-5.1%) | 11.08M -1.5M (-12.1%) | 0.26% -0.013 pp | 0.00% 0.000 pp | USD25.83 +15.8% | 39 qtrs — |
| 63 | QUBE RESEARCH & TECHNOLOGIES LTD | 357.1K -672.0K (-65.3%) | 10.68M -22.5M (-67.8%) | 0.25% -0.463 pp | 0.01% -0.024 pp | USD32.68 -8.5% | 12 qtrs — |
| 64 | ALLIANZ ASSET MANAGEMENT GMBH | 353.0K +353.0K (+100.0%) | 10.56M +10.6M (+100.0%) | 0.24% +0.244 pp | 0.01% +0.011 pp | USD29.91 +0.0% | 1 qtrs NEW |
| 65 | MACKENZIE FINANCIAL CORP | 345.7K -30.2K (-8.0%) | 10.49M -1.6M (-13.5%) | 0.24% -0.020 pp | 0.01% -0.002 pp | USD29.31 +2.0% | 18 qtrs — |
| 66 | NORDEA INVESTMENT MANAGEMENT AB | 326.9K -45.4K (-12.2%) | 9.80M -2.2M (-18.3%) | 0.23% -0.031 pp | 0.01% -0.002 pp | USD21.26 +40.7% | 22 qtrs — |
| 67 | PRUDENTIAL FINANCIAL INC | 318.7K +6.7K (+2.1%) | 9.53M -536.7K (-5.3%) | 0.22% +0.005 pp | 0.01% -0.001 pp | USD28.34 +5.5% | 31 qtrs — |
| 68 | ALLIANCEBERNSTEIN L.P. | 316.4K +6.8K (+2.2%) | 9.46M -526.8K (-5.3%) | 0.22% +0.005 pp | 0.00% 0.000 pp | USD27.12 +10.3% | 43 qtrs — |
| 69 | CORNERSTONE CAPITAL, INC. | 313.2K +9.1K (+3.0%) | 9.37M -446.2K (-4.5%) | 0.22% +0.007 pp | 0.92% -0.037 pp | USD24.80 +20.6% | 30 qtrs — |
| 70 | CAPITAL FUND MANAGEMENT S.A. | 308.5K -69.6K (-18.4%) | 9.23M -3.0M (-24.4%) | 0.21% -0.048 pp | 0.03% -0.006 pp | USD30.15 -0.8% | 7 qtrs — |
| 71 | D. E. SHAW & CO., INC. | 305.8K -160.7K (-34.5%) | 9.15M -5.9M (-39.2%) | 0.21% -0.111 pp | 0.01% -0.004 pp | USD30.84 -3.0% | 28 qtrs — |
| 72 | RUSSELL INVESTMENTS GROUP, LTD. | 295.6K -63.1K (-17.6%) | 8.94M -2.6M (-22.8%) | 0.20% -0.043 pp | 0.01% -0.003 pp | USD26.44 +13.1% | 37 qtrs — |
| 73 | TREXQUANT INVESTMENT LP | 294.0K +267.2K (+996.5%) | 8.79M +7.9M (+916.3%) | 0.20% +0.185 pp | 0.08% +0.070 pp | USD29.87 +0.1% | 8 qtrs — |
| 74 | BARCLAYS PLC | 285.8K -73.1K (-20.4%) | 8.55M -3.2M (-27.2%) | 0.20% -0.050 pp | 0.00% -0.001 pp | USD29.98 -0.2% | 44 qtrs — |
| 75 | SWISS NATIONAL BANK | 285.6K +4.9K (+1.7%) | 8.54M -515.9K (-5.7%) | 0.20% +0.004 pp | 0.01% 0.000 pp | USD20.38 +46.8% | 43 qtrs — |
| 76 | ENVESTNET ASSET MANAGEMENT INC | 263.3K -77.1K (-22.7%) | 7.87M -3.1M (-28.3%) | 0.18% -0.053 pp | 0.00% -0.001 pp | USD26.15 +14.4% | 20 qtrs — |
| 77 | CITADEL ADVISORS LLC | 259.7K -112.5K (-30.2%) | 7.77M -4.2M (-35.3%) | 0.18% -0.077 pp | 0.00% -0.001 pp | USD30.42 -1.7% | 44 qtrs — |
| 78 | BANK OF MONTREAL /CAN/ | 250.0K +250.0K (+100.0%) | 7.48M +7.5M (+100.0%) | 0.17% +0.173 pp | 0.00% +0.003 pp | USD29.91 +0.0% | 1 qtrs NEW |
| 79 | PANAGORA ASSET MANAGEMENT INC | 246.1K +19.1K (+8.4%) | 7.36M +36.2K (+0.5%) | 0.17% +0.014 pp | 0.03% -0.003 pp | USD32.09 -6.8% | 2 qtrs — |
| 80 | VOYA INVESTMENT MANAGEMENT LLC | 241.9K -37.3K (-13.4%) | 7.24M -1.8M (-19.7%) | 0.17% -0.025 pp | 0.01% -0.002 pp | USD26.42 +13.2% | 39 qtrs — |
| 81 | BRIDGEWATER ASSOCIATES, LP | 241.4K +161.4K (+201.8%) | 7.22M +4.6M (+179.7%) | 0.17% +0.112 pp | 0.03% +0.016 pp | USD30.69 -2.5% | 2 qtrs — |
| 82 | CANADA PENSION PLAN INVESTMENT BOARD | 232.8K +19.6K (+9.2%) | 6.96M +83.1K (+1.2%) | 0.16% +0.014 pp | 0.00% 0.000 pp | USD30.40 -1.6% | 33 qtrs — |
| 83 | UNISUPER MANAGEMENT PTY LTD | 228.4K +— (+0.0%) | 6.83M -539.1K (-7.3%) | 0.16% +0.000 pp | 0.04% -0.004 pp | USD33.67 -11.2% | 4 qtrs — |
| 84 | HILLSDALE INVESTMENT MANAGEMENT INC. | 228.3K -21.1K (-8.5%) | 6.83M -1.2M (-15.2%) | 0.16% -0.014 pp | 0.19% -0.055 pp | USD24.34 +22.9% | 24 qtrs — |
| 85 | FEDERATED HERMES, INC. | 218.9K +215.7K (+6,599.5%) | 6.55M +6.4M (+6,109.6%) | 0.15% +0.149 pp | 0.01% +0.011 pp | USD29.95 -0.1% | 44 qtrs — |
| 86 | VICTORY CAPITAL MANAGEMENT INC | 197.9K -288.4K (-59.3%) | 5.92M -9.8M (-62.3%) | 0.14% -0.199 pp | 0.00% -0.006 pp | USD25.84 +15.8% | 33 qtrs — |
| 87 | ADVISOR GROUP HOLDINGS, INC. | 194.4K -62.6K (-24.4%) | 5.81M -2.5M (-29.9%) | 0.13% -0.043 pp | 0.01% -0.003 pp | USD31.99 -6.5% | 24 qtrs — |
| 88 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 190.1K -214.3K (-53.0%) | 5.69M -7.4M (-56.4%) | 0.13% -0.148 pp | 0.04% -0.089 pp | USD34.17 -12.5% | 3 qtrs — |
| 89 | NEEDHAM INVESTMENT MANAGEMENT LLC | 190.0K +30.0K (+18.8%) | 5.68M +519.7K (+10.1%) | 0.13% +0.021 pp | 0.36% -0.001 pp | USD31.90 -6.2% | 2 qtrs — |
| 90 | DIVISAR CAPITAL MANAGEMENT LLC | 188.0K +26.3K (+16.3%) | 5.62M +405.1K (+7.8%) | 0.13% +0.018 pp | 1.58% +0.160 pp | USD26.66 +12.2% | 24 qtrs — |
| 91 | HBK INVESTMENTS L P | 186.8K +186.8K (+100.0%) | 5.59M +5.6M (+100.0%) | 0.13% +0.129 pp | 0.04% +0.044 pp | USD29.91 +0.0% | 1 qtrs NEW |
| 92 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 183.5K -92.9K (-33.6%) | 5.49M -3.4M (-38.5%) | 0.13% -0.064 pp | 0.00% 0.000 pp | USD33.35 -10.3% | 44 qtrs — |
| 93 | EMMETT INVESTMENT MANAGEMENT, LP | 170.0K -17.0K (-9.1%) | 4.90M -1.1M (-18.3%) | 0.12% -0.012 pp | 3.77% -0.651 pp | USD31.99 -6.5% | 5 qtrs — |
| 94 | MADISON ASSET MANAGEMENT, LLC | 162.9K +1.0K (+0.6%) | 4.87M -350.9K (-6.7%) | 0.11% +0.001 pp | 0.06% -0.002 pp | USD24.07 +24.3% | 25 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Global X - Cloud Computing ETF CLOU | 2.90% | 6.69M | 0.68% |
| 2 | Invesco S&P SmallCap Information Technology ETF PSCT | 1.69% | 8.90M | 0.29% |
| 3 | SRH U.S. Quality GARP ETF SRHQ | 1.36% | 2.33M | 0.35% |
| 4 | Fidelity Cloud Computing ETF FCLD | 1.22% | 1.34M | 0.39% |
| 5 | ETC 6 Meridian Small Cap Equity ETF SIXS | 1.14% | 1.21M | 0.52% |
| 6 | Franklin Small Cap Enhanced ETF FSML | 1.12% | 1.66M | 0.45% |
| 7 | First Trust Small Cap BuyWrite Income ETF FTKI | 0.82% | 207.9K | 0.86% |
| 8 | iShares Digital Security UCITS ETF IS4S.DE | 0.81% | 14.47M | 0.40% |
| 9 | iShares Digital Security UCITS ETF LOCK.L | 0.81% | 14.48M | 0.40% |
| 10 | State Street SPDR S&P Software & Services ETF XSW | 0.76% | 3.32M | 0.35% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 21,972 | 24.91 | 547.3K | 1,382,797 | D | ↗ |
| 2026-05-08 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 12,470 | 25.17 | 313.9K | 558,739 | D | ↗ |
| 2026-05-01 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 5,942 | 25.00 | 148.6K | 571,209 | D | ↗ |
| 2026-04-22 | Smith Dylan C | Officer | A-Award | A | Class A Common Stock | 4,614 | 0.00 | — | 1,407,085 | D | ↗ |
| 2026-04-22 | Nottebohm Olivia | Officer | A-Award | A | Class A Common Stock | 4,343 | 0.00 | — | 579,331 | D | ↗ |
| 2026-04-22 | Levie Aaron | Director / Officer | A-Award | A | Class A Common Stock | 1,954 | 0.00 | — | 2,908,984 | D | ↗ |
| 2026-04-22 | Berkovitch Eli | Officer | A-Award | A | Class A Common Stock | 6,115 | 0.00 | — | 124,131 | D | ↗ |
| 2026-04-15 | Smith Dylan C | Officer | A-Award | A | Class A Common Stock | 87,500 | 0.00 | — | 1,402,471 | D | ↗ |
| 2026-04-15 | Nottebohm Olivia | Officer | A-Award | A | Class A Common Stock | 87,500 | 0.00 | — | 574,988 | D | ↗ |
| 2026-04-15 | Berkovitch Eli | Officer | A-Award | A | Class A Common Stock | 22,500 | 0.00 | — | 118,016 | D | ↗ |
| 2026-04-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 10,280 | 22.09 | 227.1K | 1,314,971 | D | ↗ |
| 2026-04-08 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 24,500 | 23.85 | 584.3K | 95,516 | D | ↗ |
| 2026-04-07 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 6,528 | 24.07 | 157.1K | 487,488 | D | ↗ |
| 2026-04-06 | EVAN DANA L | Director | M-Exempt | A | Class A Common Stock | 17,034 | 11.19 | 190.6K | 130,559 | D | ↗ |
| 2026-04-02 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 26,543 | 23.67 | 628.3K | 1,325,251 | D | ↗ |
| 2026-04-02 | Nottebohm Olivia | Officer | F-InKind | D | Class A Common Stock | 24,826 | 23.67 | 587.6K | 494,016 | D | ↗ |
| 2026-03-25 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 5,942 | 24.10 | 143.2K | 518,842 | D | ↗ |
| 2026-03-20 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 16,542 | 23.86 | 394.7K | 1,351,794 | D | ↗ |
| 2026-03-20 | Nottebohm Olivia | Officer | F-InKind | D | Class A Common Stock | 13,267 | 23.86 | 316.6K | 524,784 | D | ↗ |
| 2026-03-20 | Berkovitch Eli | Officer | F-InKind | D | Class A Common Stock | 2,155 | 23.86 | 51.4K | 120,016 | D | ↗ |
| 2026-03-11 | Smith Dylan C | Officer | A-Award | A | Class A Common Stock | 73,372 | 0.00 | — | 1,367,567 | D | ↗ |
| 2026-03-11 | Nottebohm Olivia | Officer | A-Award | A | Class A Common Stock | 72,832 | 0.00 | — | 538,051 | D | ↗ |
| 2026-03-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 17,000 | 24.72 | 420.2K | 1,294,195 | D | ↗ |
| 2026-03-10 | Levie Aaron | Director / Officer | S-Sale | D | Class A Common Stock | 15,000 | 24.72 | 370.8K | 2,907,030 | D | ↗ |
| 2026-03-06 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 4,612 | 25.78 | 118.9K | 465,219 | D | ↗ |
| 2026-02-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 17,000 | 24.75 | 420.7K | 1,311,195 | D | ↗ |
| 2026-01-21 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 4,612 | 26.04 | 120.1K | 469,831 | D | ↗ |
| 2026-01-09 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 17,000 | 29.57 | 502.7K | 1,328,195 | D | ↗ |
| 2025-12-26 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 4,612 | 29.84 | 137.6K | 474,443 | D | ↗ |
| 2025-12-24 | EVAN DANA L | Director | G-Gift | D | Class A Common Stock | 1,200 | 0.00 | — | 113,525 | D | ↗ |
| 2025-12-20 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 9,818 | 30.44 | 298.9K | 1,345,195 | D | ↗ |
| 2025-12-20 | Nottebohm Olivia | Officer | F-InKind | D | Class A Common Stock | 18,584 | 30.44 | 565.7K | 479,055 | D | ↗ |
| 2025-12-20 | Berkovitch Eli | Officer | F-InKind | D | Class A Common Stock | 1,903 | 30.44 | 57.9K | 121,781 | D | ↗ |
| 2025-12-18 | Smith Dylan C | Officer | G-Gift | D | Class A Common Stock | 65,000 | 0.00 | — | 1,355,013 | D | ↗ |
| 2025-12-15 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 5,163 | 29.96 | 154.7K | 123,684 | D | ↗ |
| 2025-12-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 17,000 | 30.97 | 526.4K | 1,420,013 | D | ↗ |
| 2025-12-10 | Levie Aaron | Director / Officer | S-Sale | D | Class A Common Stock | 15,000 | 30.53 | 457.9K | 2,922,030 | D | ↗ |
| 2025-12-04 | LAZAR JACK R | Director | S-Sale | D | Class A Common Stock | 2,500 | 31.77 | 79.4K | 25,355 | D | ↗ |
| 2025-11-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 17,000 | 31.36 | 533.2K | 1,437,013 | D | ↗ |
| 2025-11-10 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 4,612 | 31.35 | 144.6K | 497,639 | D | ↗ |
| 2025-10-21 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 4,612 | 33.09 | 152.6K | 502,251 | D | ↗ |
| 2025-10-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 17,000 | 33.05 | 561.8K | 1,454,013 | D | ↗ |
| 2025-10-10 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 4,612 | 33.10 | 152.7K | 506,863 | D | ↗ |
| 2025-10-07 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 3,500 | 32.77 | 114.7K | 128,847 | D | ↗ |
| 2025-09-26 | LAZAR JACK R | Director | S-Sale | D | Class A Common Stock | 5,000 | 32.20 | 161.0K | 27,855 | D | ↗ |
| 2025-09-20 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 9,819 | 32.17 | 315.9K | 1,471,013 | D | ↗ |
| 2025-09-20 | Nottebohm Olivia | Officer | F-InKind | D | Class A Common Stock | 18,585 | 32.17 | 597.9K | 511,475 | D | ↗ |
| 2025-09-20 | Berkovitch Eli | Officer | F-InKind | D | Class A Common Stock | 1,903 | 32.71 | 62.2K | 132,347 | D | ↗ |
| 2025-09-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 51,000 | 32.83 | 1.67M | 1,480,732 | D | ↗ |
| 2025-09-10 | Levie Aaron | Director / Officer | S-Sale | D | Class A Common Stock | 15,000 | 32.81 | 492.1K | 2,937,030 | D | ↗ |
| 2025-08-08 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 2,013 | 32.00 | 64.4K | 530,060 | D | ↗ |
| 2025-07-21 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 2,013 | 32.50 | 65.4K | 532,073 | D | ↗ |
| 2025-07-10 | Levie Aaron | Director / Officer | S-Sale | D | Class A Common Stock | 15,000 | 33.35 | 500.2K | 2,952,030 | D | ↗ |
| 2025-07-10 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 3,000 | 33.34 | 100.0K | 133,867 | D | ↗ |
| 2025-07-08 | EVAN DANA L | Director | S-Sale | D | Class A Common Stock | 7,590 | 33.51 | 254.3K | 115,725 | D | ↗ |
| 2025-06-30 | Mayer Bethany | Director | G-Gift | A | Class A Common Stock | 6,262 | 0.00 | — | 64,993 | I | ↗ |
| 2025-06-27 | Walia Amit | Director | A-Award | A | Class A Common Stock | 6,158 | 0.00 | — | 34,949 | D | ↗ |
| 2025-06-27 | Murphy Stephen Francis | Director | A-Award | A | Class A Common Stock | 6,158 | 0.00 | — | 22,068 | D | ↗ |
| 2025-06-27 | Mayer Bethany | Director | A-Award | A | Class A Common Stock | 9,022 | 0.00 | — | 20,407 | D | ↗ |
| 2025-06-27 | LEVIN DANIEL J | Director | A-Award | A | Class A Common Stock | 6,158 | 0.00 | — | 57,688 | D | ↗ |
| 2025-06-27 | LAZAR JACK R | Director | A-Award | A | Class A Common Stock | 6,158 | 0.00 | — | 32,855 | D | ↗ |
| 2025-06-27 | EVAN DANA L | Director | A-Award | A | Class A Common Stock | 6,158 | 0.00 | — | 123,315 | D | ↗ |
| 2025-06-27 | Barsamian Sue | Director | A-Award | A | Class A Common Stock | 6,158 | 0.00 | — | 60,945 | D | ↗ |
| 2025-06-25 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 2,013 | 34.60 | 69.6K | 534,086 | D | ↗ |
| 2025-06-24 | Levie Aaron | Director / Officer | G-Gift | D | Class A Common Stock | 5,750 | 0.00 | — | 2,967,030 | D | ↗ |
| 2025-06-20 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 9,818 | 35.02 | 343.8K | 1,531,732 | D | ↗ |
| 2025-06-20 | Nottebohm Olivia | Officer | F-InKind | D | Class A Common Stock | 18,583 | 35.02 | 650.8K | 536,099 | D | ↗ |
| 2025-06-20 | Berkovitch Eli | Officer | F-InKind | D | Class A Common Stock | 1,903 | 35.02 | 66.6K | 136,867 | D | ↗ |
| 2025-06-17 | Smith Dylan C | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 34,000 | 17.52 | 595.7K | 0 | D | ↗ |
| 2025-06-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 37.23 | 483.9K | 1,507,550 | D | ↗ |
| 2025-06-10 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 1,329 | 37.43 | 49.7K | 554,682 | D | ↗ |
| 2025-06-04 | Levie Aaron | Director / Officer | G-Gift | D | Class A Common Stock | 7,900 | 0.00 | — | 2,972,780 | D | ↗ |
| 2025-05-30 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 5,924 | 37.70 | 223.3K | 138,770 | D | ↗ |
| 2025-05-29 | LEVIN DANIEL J | Director | M-Exempt | A | Class A Common Stock | 37,499 | 17.52 | 657.0K | 37,499 | I | ↗ |
| 2025-05-09 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 31.52 | 409.7K | 1,520,550 | D | ↗ |
| 2025-05-09 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 3,434 | 31.54 | 108.3K | 556,011 | D | ↗ |
| 2025-04-22 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 1,792 | 29.31 | 52.5K | 1,533,550 | D | ↗ |
| 2025-04-22 | Nottebohm Olivia | Officer | F-InKind | D | Class A Common Stock | 1,687 | 29.31 | 49.4K | 559,445 | D | ↗ |
| 2025-04-22 | Levie Aaron | Director / Officer | F-InKind | D | Class A Common Stock | 613 | 29.31 | 18.0K | 2,980,680 | D | ↗ |
| 2025-04-22 | Berkovitch Eli | Officer | F-InKind | D | Class A Common Stock | 1,506 | 29.31 | 44.1K | 144,694 | D | ↗ |
| 2025-04-21 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 2,105 | 29.52 | 62.1K | 561,132 | D | ↗ |
| 2025-04-15 | Smith Dylan C | Officer | A-Award | A | Class A Common Stock | 3,571 | 0.00 | — | 1,467,342 | D | ↗ |
| 2025-04-15 | Nottebohm Olivia | Officer | A-Award | A | Class A Common Stock | 67,500 | 0.00 | — | 563,237 | D | ↗ |
| 2025-04-15 | Levie Aaron | Director / Officer | A-Award | A | Class A Common Stock | 1,513 | 0.00 | — | 2,981,293 | D | ↗ |
| 2025-04-15 | Berkovitch Eli | Officer | A-Award | A | Class A Common Stock | 20,000 | 0.00 | — | 141,922 | D | ↗ |
| 2025-04-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 29.72 | 386.4K | 1,463,951 | D | ↗ |
| 2025-04-10 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 2,750 | 29.58 | 81.4K | 121,922 | D | ↗ |
| 2025-04-07 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 1,332 | 29.01 | 38.6K | 492,545 | D | ↗ |
| 2025-04-04 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 14,597 | 31.08 | 453.7K | 1,476,951 | D | ↗ |
| 2025-04-02 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 14,305 | 31.32 | 448.0K | 1,491,548 | D | ↗ |
| 2025-04-02 | Nottebohm Olivia | Officer | F-InKind | D | Class A Common Stock | 13,411 | 31.32 | 420.0K | 493,877 | D | ↗ |
| 2025-03-25 | Smith Dylan C | Officer | A-Award | A | Class A Common Stock | 85,520 | 0.00 | — | 1,505,853 | D | ↗ |
| 2025-03-25 | Nottebohm Olivia | Officer | A-Award | A | Class A Common Stock | 80,175 | 0.00 | — | 507,288 | D | ↗ |
| 2025-03-24 | EVAN DANA L | Director | M-Exempt | A | Class A Common Stock | 11,534 | 17.55 | 202.4K | 117,157 | D | ↗ |
| 2025-03-24 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 5,651 | 30.66 | 173.3K | 124,672 | D | ↗ |
| 2025-03-20 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 21,251 | 30.83 | 655.2K | 1,420,333 | D | ↗ |
| 2025-03-20 | Nottebohm Olivia | Officer | F-InKind | D | Class A Common Stock | 11,770 | 30.83 | 362.9K | 429,218 | D | ↗ |
| 2025-03-20 | Berkovitch Eli | Officer | F-InKind | D | Class A Common Stock | 2,798 | 30.83 | 86.3K | 130,323 | D | ↗ |
| 2025-03-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 31.95 | 415.4K | 1,440,684 | D | ↗ |
| 2025-03-10 | Levie Aaron | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 32.08 | 320.8K | 2,979,780 | D | ↗ |
| 2025-02-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 34.32 | 446.1K | 1,453,684 | D | ↗ |
| 2025-02-10 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 6,079 | 34.42 | 209.3K | 440,988 | D | ↗ |
| 2025-01-21 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 6,079 | 31.91 | 194.0K | 447,067 | D | ↗ |
| 2025-01-10 | Smith Dylan C | Officer | G-Gift | D | Class A Common Stock | 30,000 | 0.00 | — | 1,479,684 | D | ↗ |
| 2025-01-10 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 4,791 | 31.06 | 148.8K | 132,741 | D | ↗ |
| 2024-12-31 | Smith Dylan C | Officer | M-Exempt | A | Class A Common Stock | 120,000 | 14.05 | 1.69M | 1,555,258 | D | ↗ |
| 2024-12-27 | EVAN DANA L | Director | G-Gift | D | Class A Common Stock | 450 | 0.00 | — | 105,623 | D | ↗ |
| 2024-12-26 | Nottebohm Olivia | Officer | S-Sale | D | Class A Common Stock | 12,414 | 31.85 | 395.4K | 453,146 | D | ↗ |
| 2024-12-20 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 13,251 | 32.06 | 424.8K | 1,435,258 | D | ↗ |
| 2024-12-20 | Nottebohm Olivia | Officer | F-InKind | D | Class A Common Stock | 56,400 | 32.06 | 1.81M | 465,560 | D | ↗ |
| 2024-12-20 | Levie Aaron | Director / Officer | G-Gift | D | Class A Common Stock | 9,375 | 0.00 | — | 2,989,780 | D | ↗ |
| 2024-12-20 | Berkovitch Eli | Officer | F-InKind | D | Class A Common Stock | 2,640 | 32.06 | 84.6K | 137,532 | D | ↗ |
| 2024-12-18 | Levie Aaron | Director / Officer | A-Award | A | Performance-based Restricted Stock Unit | 600,000 | 0.00 | — | 600,000 | D | ↗ |
| 2024-12-16 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 4,792 | 32.46 | 155.6K | 140,172 | D | ↗ |
| 2024-12-12 | LEVIN DANIEL J | Director | M-Exempt | D | Employee Stock Option (right to buy) | 103,289 | 14.05 | 1.45M | 0 | I | ↗ |
| 2024-12-11 | LEVIN DANIEL J | Director | M-Exempt | D | Employee Stock Option (right to buy) | 5,886 | 14.05 | 82.7K | 103,289 | I | ↗ |
| 2024-12-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 32.33 | 420.3K | 1,448,509 | D | ↗ |
| 2024-12-10 | Levie Aaron | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 32.54 | 325.4K | 2,999,155 | D | ↗ |
| 2024-12-10 | LEVIN DANIEL J | Director | S-Sale | D | Class A Common Stock | 78,323 | 32.58 | 2.55M | 0 | I | ↗ |
| 2024-12-06 | Mayer Bethany | Director | G-Gift | A | Class A Common Stock | 58,731 | 0.00 | — | 58,731 | I | ↗ |
| 2024-11-13 | EVAN DANA L | Director | S-Sale | D | Class A Common Stock | 2,978 | 35.00 | 104.2K | 106,073 | D | ↗ |
| 2024-11-12 | LAZAR JACK R | Director | S-Sale | D | Class A Common Stock | 2,500 | 34.75 | 86.9K | 26,697 | D | ↗ |
| 2024-11-12 | EVAN DANA L | Director | S-Sale | D | Class A Common Stock | 3,548 | 35.00 | 124.2K | 109,051 | D | ↗ |
| 2024-11-11 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 34.21 | 444.8K | 1,461,509 | D | ↗ |
| 2024-10-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 32.52 | 422.8K | 1,474,509 | D | ↗ |
| 2024-09-20 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 13,252 | 32.84 | 435.2K | 1,487,509 | D | ↗ |
| 2024-09-20 | Nottebohm Olivia | Officer | F-InKind | D | Class A Common Stock | 1,664 | 32.84 | 54.6K | 521,960 | D | ↗ |
| 2024-09-20 | Berkovitch Eli | Officer | F-InKind | D | Class A Common Stock | 2,640 | 32.84 | 86.7K | 144,964 | D | ↗ |
| 2024-09-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 32.89 | 427.6K | 1,500,661 | — | ↗ |
| 2024-09-10 | Levie Aaron | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 32.92 | 329.2K | 3,009,155 | — | ↗ |
| 2024-08-29 | LAZAR JACK R | Director | S-Sale | D | Class A Common Stock | 7,000 | 32.68 | 228.7K | 29,197 | — | ↗ |
| 2024-08-29 | EVAN DANA L | Director | S-Sale | D | Class A Common Stock | 11,526 | 32.58 | 375.5K | 112,599 | — | ↗ |
| 2024-08-09 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 27.05 | 351.7K | 1,513,661 | — | ↗ |
| 2024-07-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 24.97 | 324.6K | 1,526,661 | — | ↗ |
| 2024-07-09 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 2,500 | 25.25 | 63.1K | 147,232 | — | ↗ |
| 2024-07-02 | Walia Amit | Director | A-Award | A | Class A Common Stock | 7,590 | 0.00 | — | 28,791 | — | ↗ |
| 2024-07-02 | Murphy Stephen Francis | Director | A-Award | A | Class A Common Stock | 7,590 | 0.00 | — | 15,910 | — | ↗ |
| 2024-07-02 | Mayer Bethany | Director | A-Award | A | Class A Common Stock | 3,795 | 0.00 | — | 70,116 | — | ↗ |
| 2024-07-02 | Levie Aaron | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 26.26 | 262.6K | 3,019,155 | — | ↗ |
| 2024-07-02 | LEVIN DANIEL J | Director | A-Award | A | Class A Common Stock | 7,590 | 0.00 | — | 51,530 | — | ↗ |
| 2024-07-02 | LAZAR JACK R | Director | A-Award | A | Class A Common Stock | 7,590 | 0.00 | — | 36,197 | — | ↗ |
| 2024-07-02 | EVAN DANA L | Director | A-Award | A | Class A Common Stock | 7,590 | 0.00 | — | 124,125 | — | ↗ |
| 2024-07-02 | Barsamian Sue | Director | A-Award | A | Class A Common Stock | 7,590 | 0.00 | — | 54,787 | — | ↗ |
| 2024-07-01 | Mayer Bethany | Director | S-Sale | D | Class A Common Stock | 4,760 | 26.48 | 126.0K | 58,731 | — | ↗ |
| 2024-06-20 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 13,251 | 25.58 | 339.0K | 1,539,661 | — | ↗ |
| 2024-06-20 | Nottebohm Olivia | Officer | F-InKind | D | Class A Common Stock | 1,663 | 25.58 | 42.5K | 523,624 | — | ↗ |
| 2024-06-20 | Berkovitch Eli | Officer | F-InKind | D | Class A Common Stock | 2,640 | 25.58 | 67.5K | 149,732 | — | ↗ |
| 2024-06-14 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 3,300 | 25.90 | 85.5K | 152,372 | — | ↗ |
| 2024-06-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 26.38 | 343.0K | 1,552,912 | — | ↗ |
| 2024-05-15 | Murphy Stephen Francis | Director | A-Award | A | Class A Common Stock | 8,320 | 0.00 | — | 8,320 | — | ↗ |
| 2024-05-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 26.08 | 339.1K | 1,565,912 | — | ↗ |
| 2024-04-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 27.30 | 354.9K | 1,578,912 | — | ↗ |
| 2024-04-04 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 14,685 | 27.82 | 408.5K | 1,591,912 | — | ↗ |
| 2024-04-03 | Smith Dylan C | Officer | A-Award | A | Class A Common Stock | 80,000 | 0.00 | — | 1,606,597 | — | ↗ |
| 2024-04-03 | Nottebohm Olivia | Officer | A-Award | A | Class A Common Stock | 75,000 | 0.00 | — | 525,287 | — | ↗ |
| 2024-04-03 | Berkovitch Eli | Officer | A-Award | A | Class A Common Stock | 20,000 | 0.00 | — | 155,672 | — | ↗ |
| 2024-04-01 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 62,544 | 0.00 | — | 1,526,597 | — | ↗ |
| 2024-04-01 | Nottebohm Olivia | Officer | F-InKind | D | Class A Common Stock | 159 | 28.32 | 4.5K | 450,287 | — | ↗ |
| 2024-04-01 | Levie Aaron | Director / Officer | F-InKind | D | Class A Common Stock | 346 | 28.32 | 9.8K | 3,029,155 | — | ↗ |
| 2024-04-01 | Berkovitch Eli | Officer | A-Award | A | Class A Common Stock | 2,078 | 0.00 | — | 136,410 | — | ↗ |
| 2024-03-28 | EVAN DANA L | Director | S-Sale | D | Class A Common Stock | 11,000 | 28.47 | 313.1K | 116,535 | — | ↗ |
| 2024-03-27 | LEVIN DANIEL J | Director | S-Sale | D | Class A Common Stock | 70,000 | 28.33 | 1.98M | 0 | — | ↗ |
| 2024-03-25 | Levie Aaron | Director / Officer | G-Gift | D | Class A Common Stock | 20,000 | 0.00 | — | 3,028,653 | — | ↗ |
| 2024-03-22 | Smith Dylan C | Officer | A-Award | A | Class A Common Stock | 76,387 | 0.00 | — | 1,460,856 | — | ↗ |
| 2024-03-21 | LEVIN DANIEL J | Director | M-Exempt | A | Class A Common Stock | 73,660 | 17.85 | 1.31M | 73,660 | — | ↗ |
| 2024-03-20 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 12,133 | 28.79 | 349.3K | 1,384,469 | — | ↗ |
| 2024-03-20 | Berkovitch Eli | Officer | F-InKind | D | Class A Common Stock | 2,770 | 28.79 | 79.7K | 134,332 | — | ↗ |
| 2024-03-11 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 29.26 | 380.4K | 1,395,702 | — | ↗ |
| 2024-03-11 | Levie Aaron | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 29.47 | 294.7K | 3,048,653 | — | ↗ |
| 2024-02-09 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 27.47 | 357.1K | 1,408,702 | — | ↗ |
| 2024-01-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 24.91 | 323.9K | 1,421,702 | — | ↗ |
| 2024-01-09 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 7,750 | 24.94 | 193.3K | 136,733 | — | ↗ |
| 2023-12-20 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 16,735 | 26.19 | 438.3K | 1,434,702 | — | ↗ |
| 2023-12-20 | Berkovitch Eli | Officer | F-InKind | D | Class A Common Stock | 2,807 | 26.19 | 73.5K | 144,483 | — | ↗ |
| 2023-12-13 | Nottebohm Olivia | Officer | A-Award | A | Class A Common Stock | 450,000 | 0.00 | — | 450,000 | — | ↗ |
| 2023-12-11 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 23.94 | 311.2K | 1,451,437 | — | ↗ |
| 2023-12-11 | Levie Aaron | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 24.22 | 242.2K | 3,058,653 | — | ↗ |
| 2023-11-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 25.30 | 328.8K | 1,464,437 | — | ↗ |
| 2023-11-06 | Nottebohm Olivia | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 25.46 | 331.0K | 1,477,437 | — | ↗ |
| 2023-10-06 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 5,000 | 25.39 | 126.9K | 147,290 | — | ↗ |
| 2023-09-20 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 16,736 | 24.50 | 410.0K | 1,490,437 | — | ↗ |
| 2023-09-20 | Carullo Stephanie | Officer | F-InKind | D | Class A Common Stock | 13,173 | 24.50 | 322.7K | 529,133 | — | ↗ |
| 2023-09-20 | Berkovitch Eli | Officer | F-InKind | D | Class A Common Stock | 3,391 | 24.50 | 83.1K | 152,290 | — | ↗ |
| 2023-09-11 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 25.88 | 336.5K | 1,507,165 | — | ↗ |
| 2023-09-11 | Levie Aaron | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 25.70 | 257.0K | 3,068,653 | — | ↗ |
| 2023-08-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 30.65 | 398.4K | 1,520,165 | — | ↗ |
| 2023-07-10 | Smith Dylan C | Officer | S-Sale | D | Class A Common Stock | 13,000 | 28.39 | 369.0K | 1,533,165 | — | ↗ |
| 2023-07-10 | Berkovitch Eli | Officer | S-Sale | D | Class A Common Stock | 3,000 | 28.72 | 86.2K | 155,312 | — | ↗ |
| 2023-07-06 | Smith Dylan C | Officer | G-Gift | D | Class A Common Stock | 30,000 | 0.00 | — | 1,546,165 | — | ↗ |
| 2023-06-29 | Levie Aaron | Director / Officer | S-Sale | D | Class A Common Stock | 10,000 | 29.20 | 292.0K | 3,078,653 | — | ↗ |
| 2023-06-27 | Walia Amit | Director | A-Award | A | Class A Common Stock | 7,052 | 0.00 | — | 21,201 | — | ↗ |
| 2023-06-27 | Mayer Bethany | Director | A-Award | A | Class A Common Stock | 3,526 | 0.00 | — | 63,491 | — | ↗ |
| 2023-06-27 | LEVIN DANIEL J | Director | A-Award | A | Class A Common Stock | 7,052 | 0.00 | — | 43,940 | — | ↗ |
| 2023-06-27 | LAZAR JACK R | Director | A-Award | A | Class A Common Stock | 7,052 | 0.00 | — | 28,607 | — | ↗ |
| 2023-06-27 | EVAN DANA L | Director | A-Award | A | Class A Common Stock | 7,052 | 0.00 | — | 127,535 | — | ↗ |
| 2023-06-27 | Barsamian Sue | Director | A-Award | A | Class A Common Stock | 7,052 | 0.00 | — | 47,197 | — | ↗ |
| 2023-06-20 | Smith Dylan C | Officer | F-InKind | D | Class A Common Stock | 16,735 | 29.84 | 499.4K | 1,576,165 | — | ↗ |
| 2023-06-20 | Carullo Stephanie | Officer | F-InKind | D | Class A Common Stock | 13,171 | 29.84 | 393.0K | 542,306 | — | ↗ |
| 2023-06-20 | Berkovitch Eli | Officer | F-InKind | D | Class A Common Stock | 3,391 | 29.84 | 101.2K | 158,312 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2026 | Dylan Smith Chief Financial Officer | 382.5K | — | 4.07M | — | 224.1K | 417.00 | 4.68M | 87.03% | ↗ |
| 2 | 2026 | Olivia Nottebohm Chief Operating Officer | 360.0K | — | 4.04M | — | 210.9K | 387.00 | 4.61M | 87.62% | ↗ |
| 3 | 2026 | Aaron Levie Chief Executive Officer | 162.0K | — | — | — | 94.9K | 164.00 | 257.1K | 0.00% | ↗ |
| 4 | 2025 | Aaron Levie Chief Executive Officer | 162.0K | — | 12.35M | — | 92.1K | 276.00 | 12.61M | 97.98% | ↗ |
| 5 | 2025 | Dylan Smith Chief Financial Officer | 382.5K | — | 4.45M | — | 217.3K | 650.00 | 5.05M | 88.11% | ↗ |
| 6 | 2025 | Olivia Nottebohm Chief Operating Officer | 360.0K | 100.0K | 4.17M | — | 204.6K | 705.00 | 4.84M | 86.25% | ↗ |
| 7 | 2024 | Olivia Nottebohm Chief Operating Officer | 85.9K | 100.0K | 11.18M | — | 25.0K | 83.00 | 11.39M | 98.15% | ↗ |
| 8 | 2024 | Dylan Smith Chief Financial Officer | 386.0K | — | 4.34M | — | 112.2K | 619.00 | 4.84M | 89.70% | ↗ |
| 9 | 2024 | Stephanie Carullo Former Chief Operating Officer | 363.3K | — | 3.95M | — | 105.6K | 584.00 | 4.42M | 89.38% | ↗ |
| 10 | 2024 | Aaron Levie Chief Executive Officer | 163.5K | — | — | — | 47.5K | 263.00 | 211.3K | 0.00% | ↗ |
| 11 | 2023 | Dylan Smith Chief Financial Officer | 411.3K | — | 4.83M | — | 213.3K | 452.00 | 5.45M | 88.54% | ↗ |
| 12 | 2023 | Stephanie Carullo Chief Operating Officer | 392.5K | — | 4.39M | — | 203.6K | 434.00 | 4.99M | 88.03% | ↗ |
| 13 | 2023 | Stephanie Carullo Former Chief Operating Officer | 392.5K | — | 4.39M | — | 203.6K | 434.00 | 4.99M | 88.03% | ↗ |
| 14 | 2023 | Aaron Levie Chief Executive Officer | 180.0K | — | — | — | 93.4K | 201.00 | 273.6K | 0.00% | ↗ |
| 15 | 2022 | Dylan Smith Chief Financial Officer | 370.0K | — | 4.20M | — | 230.8K | 438.00 | 4.80M | 87.47% | ↗ |
| 16 | 2022 | Stephanie Carullo Chief Operating Officer | 370.0K | — | 3.60M | — | 230.8K | 820.00 | 4.20M | 85.68% | ↗ |
| 17 | 2022 | Stephanie Carullo Former Chief Operating Officer | 370.0K | — | 3.60M | — | 230.8K | 820.00 | 4.20M | 85.68% | ↗ |
| 18 | 2022 | Aaron Levie Chief Executive Officer | 180.0K | — | — | — | 112.3K | 213.00 | 292.5K | 0.00% | ↗ |
| 19 | 2021 | Dylan Smith Chief Financial Officer | 370.0K | — | 2.89M | — | 222.0K | 446.00 | 3.48M | 82.97% | ↗ |
| 20 | 2021 | Stephanie Carullo Chief Operating Officer | 370.0K | — | 1.80M | — | 222.0K | 443.00 | 2.40M | 75.27% | ↗ |
| 21 | 2021 | Aaron Levie Chief Executive Officer | 180.0K | — | — | — | 108.0K | 217.00 | 288.2K | 0.00% | ↗ |
| 22 | 2020 | Dylan Smith Chief Financial Officer | 366.7K | — | — | 2.40M | 106.8K | 308.00 | 2.87M | 83.51% | ↗ |
| 23 | 2020 | Stephanie Carullo Chief Operating Officer | 370.0K | — | — | 1.60M | 107.8K | 308.00 | 2.08M | 76.99% | ↗ |
| 24 | 2020 | Aaron Levie Chief Executive Officer | 180.0K | — | — | — | 52.4K | 289.00 | 232.7K | 0.00% | ↗ |
| 25 | 2019 | Aaron Levie Chief Executive Officer | 180.0K | — | — | 3.17M | — | 231.00 | 3.35M | 94.62% | ↗ |
| 26 | 2019 | Dylan Smith Chief Financial Officer | 348.3K | — | — | 1.98M | 125.6K | 296.00 | 2.45M | 80.68% | ↗ |
| 27 | 2019 | Peter McGoff Former Chief Legal Officer | 118.0K | — | 811.2K | — | — | 148.00 | 929.3K | 87.29% | ↗ |
| 28 | 2019 | Stephanie Carullo Chief Operating Officer | 370.0K | — | — | — | 133.1K | 496.00 | 3.6K | 0.00% | ↗ |
| 29 | 2018 | Stephanie Carullo Chief Operating Officer | 185.0K | — | 3.80M | 3.07M | 108.0K | 139.00 | 7.17M | 95.91% | ↗ |
| 30 | 2018 | Dan Levin Former Chief Operating Officer | 205.8K | — | — | 3.37M | — | 410.00 | 3.57M | 94.23% | ↗ |
| 31 | 2018 | Dylan Smith Chief Financial Officer | 333.3K | — | — | 3.03M | 175.0K | 179.00 | 3.54M | 85.63% | ↗ |
| 32 | 2018 | Peter McGoff Chief Legal Officer | 332.5K | — | 2.80M | — | 170.0K | 213.00 | 3.30M | 84.76% | ↗ |
| 33 | 2018 | Peter McGoff Former Chief Legal Officer | 332.5K | — | 2.80M | — | 170.0K | 213.00 | 3.30M | 84.76% | ↗ |
| 34 | 2018 | Aaron Levie Chief Executive Officer | 180.0K | — | — | — | 95.0K | 200.00 | 275.2K | 0.00% | ↗ |
| 35 | 2017 | Peter McGoff Senior Vice President, General Counsel | 320.0K | 15.0K | 2.12M | — | 200.0K | 968.00 | 2.65M | 79.79% | ↗ |
| 36 | 2017 | Peter McGoff Chief Legal Officer | 320.0K | 15.0K | 2.12M | — | 200.0K | 968.00 | 2.65M | 79.79% | ↗ |
| 37 | 2017 | Peter McGoff Former Chief Legal Officer | 320.0K | 15.0K | 2.12M | — | 200.0K | 968.00 | 2.65M | 79.79% | ↗ |
| 38 | 2017 | Dan Levin Former Chief Operating Officer | 300.0K | — | — | 1.55M | 174.0K | 2.3K | 2.03M | 76.54% | ↗ |
| 39 | 2017 | Dan Levin Chief Operating Officer | 300.0K | — | — | 1.55M | 174.0K | 2.3K | 2.03M | 76.54% | ↗ |
| 40 | 2017 | Graham Younger Executive Vice President, Worldwide Field Operations | 140.6K | — | 1.21M | — | 83.2K | — | 1.43M | 84.38% | ↗ |
| 41 | 2017 | Dylan Smith Chief Financial Officer | 300.0K | — | — | — | 174.0K | 288.00 | 474.3K | 0.00% | ↗ |
| 42 | 2017 | Aaron Levie Chief Executive Officer | 180.0K | — | — | — | 105.0K | 400.00 | 285.4K | 0.00% | ↗ |
| 43 | 2016 | Dan Levin Former Chief Operating Officer | 289.6K | — | — | 376.9K | 150.0K | 2.3K | 818.8K | 46.03% | ↗ |
| 44 | 2016 | Dan Levin Chief Operating Officer | 289.6K | — | — | 376.9K | 150.0K | 2.3K | 818.8K | 46.03% | ↗ |
| 45 | 2016 | Dylan Smith Chief Financial Officer | 285.4K | — | — | 256.3K | 150.0K | 288.00 | 692.0K | 37.04% | ↗ |
| 46 | 2016 | Graham Younger Executive Vice President, Worldwide Field Operations | 315.0K | — | — | — | 329.2K | 540.00 | 644.7K | 0.00% | ↗ |
| 47 | 2016 | Peter McGoff Chief Legal Officer | 308.8K | 20.0K | — | 141.3K | 155.0K | 828.00 | 625.9K | 22.58% | ↗ |
| 48 | 2016 | Peter McGoff Senior Vice President, General Counsel | 308.8K | 20.0K | — | 141.3K | 155.0K | 828.00 | 625.9K | 22.58% | ↗ |
| 49 | 2016 | Aaron Levie Chief Executive Officer | 169.6K | — | — | — | 90.0K | 272.00 | 259.9K | 0.00% | ↗ |
| 50 | 2015 | Graham Younger Executive Vice President, Worldwide Field Operations | 286.3K | 255.9K | 3.14M | 1.94M | — | 35.4K | 5.66M | 89.79% | ↗ |
| 51 | 2015 | Dan Levin Chief Operating Officer | 270.6K | 68.8K | — | 4.22M | — | 858.00 | 4.56M | 92.55% | ↗ |
| 52 | 2015 | Dan Levin President and Chief Operating Officer | 270.6K | 68.8K | — | 4.22M | — | 858.00 | 4.56M | 92.55% | ↗ |
| 53 | 2015 | Dylan Smith Chief Financial Officer | 243.8K | 62.5K | — | 1.99M | — | 230.00 | 2.30M | 86.67% | ↗ |
| 54 | 2015 | Aaron Levie Chief Executive Officer | 155.0K | 38.8K | — | — | — | 272.00 | 194.0K | 0.00% | ↗ |
| 55 | 2014 | Dan Levin President and Chief Operating Officer | 240.0K | 60.0K | — | 1.66M | — | 388.00 | 1.96M | 84.65% | ↗ |
| 56 | 2014 | Dan Levin Chief Operating Officer | 240.0K | 60.0K | — | 1.66M | — | 388.00 | 1.96M | 84.65% | ↗ |
| 57 | 2014 | Dylan Smith Chief Financial Officer | 202.5K | 50.0K | — | 311.9K | — | 114.00 | 564.5K | 55.25% | ↗ |
| 58 | 2014 | Aaron Levie Chief Executive Officer | 150.8K | 38.8K | — | — | — | 87.00 | 189.7K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Dylan Smith | Co-Founder & Chief Financial Officer | 607.0K | male |
| Olivia Nottebohm | Chief Operating Officer | 571.3K | female |
| Aaron Levie | Co-Founder, Chief Executive Officer & Director | 257.1K | male |
| David Leeb | Chief Legal Officer & Corporate Secretary | — | male |
| Eliahu Berkovitch | Vice President, Chief Accounting Officer & Controller | — | male |
| Jessica Swank | Chief People Officer & Senior Vice President | — | female |
| Ravi Malick | Global Chief Information Officer | — | male |
| Tricia Gellman | Chief Marketing Officer | — | female |
| Ben Kus | Chief Technology Officer | — | male |
| Cynthia Hiponia | Vice President of Investor Relations | — | female |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2018-05-02 | 2018-06-07 | Pat Toomey | PA | Self | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2018-05-02 | 2019-08-12 | Pat Toomey | PA | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2018-05-02 | 2018-06-07 | Pat Toomey | PA | Self | Purchase | $1,001 - $15,000 | ↗ |
| 2018-04-23 | 2018-05-15 | Pat Toomey | PA | Self | Purchase | $1,001 - $15,000 | ↗ |
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