Black Rock Coffee Bar, Inc. (BRCB)
Scottsdale, AZ, US
Black Rock Coffee Bar, Inc. is a holding company, which engages in the provision of caffeinated beverages. It offers roasted coffees, teas, smoothies, and flavorful energy drinks. The company was founded by Daniel Brand, Jeff Hernandez, Jake Spellmeyer, and Bryan Pereboom in 2008 and is headquartered in Scottsdale, AZ.
39 articles
- BRCB INVESTOR DEADLINE: Black Rock Coffee Bar, Inc. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit - HBSS PRNewsWire
- BRCB Investors Have Rights – If You Lost Money Investing in Black Rock Coffee Bar, Inc. Contact Robbins LLP for Information About Recovering Your Losses GlobeNewsWire
- Bronstein, Gewirtz & Grossman LLC Urges Black Rock Coffee Bar, Inc. Investors to Act: Class Action Filed Alleging Investor Harm Newsfile Corp
- Bronstein, Gewirtz & Grossman LLC Urges Black Rock Coffee Bar, Inc. Investors to Act: Class Action Filed Alleging Investor Harm Globe News Wire
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.18% | -4.28% | -17.83% | -23.93% | -49.89% | -50.70% | -60.15% | -60.15% | -60.15% | -60.15% | -60.15% |
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 | 2 | 0 |
| Buy | 5 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
19.33
+136.5%
|
| Last Quarter | 3 |
19.33
+136.5%
|
| Last Year | 8 |
25.13
+207.4%
|
| All Time | 8 |
25.13
+207.4%
|
-
Revenue growth Restaurants: +7.4%+24.5% ★ Q1'26: +16.5% (vs Q1'25)
-
EPS growth Restaurants: +14.8%+98.6% ★ Q1'26: +130.8% (vs Q1'25)
-
FCF margin FCF growth · Restaurants: +21.6%-8.8% Q1'26: +12.2% (vs Q1'25)
-
EBIT margin Restaurants: +6.1%+2.6% Q1'26: +0.0% (vs Q1'25)
-
ROIC Restaurants: +6.2%+2.2% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Restaurants: +0.0%+11.5% Q1'26: +16.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×9.43× Q1'26: 7.39× (vs Q1'25)
* 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 |
Dec 2025 actual |
Dec 2026 6 Rev. Ana. 5 EPS Ana. |
Dec 2027 6 Rev. Ana. 5 EPS Ana. |
Dec 2028 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|
| Revenue |
200.32M
est: 200.29M (+0.0%)
|
256.45M
255.32M – 257.09M
+28.0% YoY
|
318.10M
316.74M – 319.79M
+24.0% YoY
|
389.87M
387.93M – 391.54M
+22.6% YoY
|
| EBITDA |
17.40M
est: 12.46M (+39.6%)
|
15.96M
15.89M – 16.00M
+28.0% YoY
|
19.80M
19.71M – 19.90M
+24.0% YoY
|
24.26M
24.14M – 24.37M
+22.6% YoY
|
| EBIT |
5.20M
est: -174.6K (+3,079.8%)
|
-223.6K
-224.2K – -222.6K
-28.0% YoY
|
-277.4K
-278.8K – -276.2K
-24.0% YoY
|
-339.9K
-341.4K – -338.3K
-22.6% YoY
|
| Net Income |
-16.44M
est: -505.9K (-3,149.1%)
|
4.16M
2.78M – 7.77M
+923.3% YoY
|
5.55M
3.84M – 10.68M
+33.3% YoY
|
6.30M
6.26M – 6.33M
+13.4% YoY
|
| SGA |
41.32M
est: 38.08M (+8.5%)
|
48.75M
48.54M – 48.87M
+28.0% YoY
|
60.47M
60.22M – 60.79M
+24.0% YoY
|
74.12M
73.75M – 74.44M
+22.6% YoY
|
| EPS |
0.00
est: -0.03 (+88.6%)
|
0.24
0.16 – 0.46
+923.3% YoY
|
0.33
0.23 – 0.63
+33.3% YoY
|
0.37
0.37 – 0.37
+13.4% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-05 | DA Davidson | Buy | Buy | Maintain |
| 2026-04-21 | Raymond James | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
No beneficial ownership filings recorded.
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 1.58M +284.2K (+21.9%) | 35.18M +4.2M (+13.7%) | 10.68% +1.919 pp | 0.00% +0.000 pp | USD23.57 -5.6% | 2 qtrs — |
| 2 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.40M +50.8K (+3.8%) | 31.11M -1.0M (-3.2%) | 9.44% +0.343 pp | 0.02% +0.000 pp | USD23.80 -6.5% | 2 qtrs — |
| 3 | MORGAN STANLEY | 1.29M +408.1K (+46.1%) | 28.79M +7.7M (+36.2%) | 8.74% +2.756 pp | 0.00% +0.000 pp | USD23.35 -4.7% | 2 qtrs — |
| 4 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.11M +176.5K (+19.0%) | 24.59M +2.4M (+11.0%) | 7.46% +1.192 pp | 0.01% +0.001 pp | USD23.60 -5.7% | 2 qtrs — |
| 5 | GILDER GAGNON HOWE & CO LLC | 976.3K -434.8K (-30.8%) | 21.72M -11.9M (-35.5%) | 6.59% -2.936 pp | 0.23% -0.114 pp | USD23.86 -6.7% | 2 qtrs — |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 943.5K +489.6K (+107.8%) | 20.99M +10.2M (+93.8%) | 6.37% +3.306 pp | 0.00% +0.002 pp | USD23.02 -3.3% | 2 qtrs — |
| 7 | BLACKROCK, INC. | 912.1K +413.8K (+83.1%) | 20.29M +8.4M (+70.7%) | 6.16% +2.795 pp | 0.00% +0.000 pp | USD23.13 -3.8% | 2 qtrs — |
| 8 | VANGUARD GROUP INC | 886.5K +801.5K (+942.9%) | 19.72M +17.7M (+872.5%) | 5.99% +5.412 pp | 0.00% +0.000 pp | USD22.40 -0.7% | 2 qtrs — |
| 9 | INVESCO LTD. | 840.9K +41.5K (+5.2%) | 18.71M -363.9K (-1.9%) | 5.68% +0.280 pp | 0.00% 0.000 pp | USD23.78 -6.4% | 2 qtrs — |
| 10 | BANK OF NEW YORK MELLON CORP | 774.2K +119.3K (+18.2%) | 17.22M +1.6M (+10.2%) | 5.23% +0.806 pp | 0.00% +0.000 pp | USD23.61 -5.8% | 2 qtrs — |
| 11 | WOODLINE PARTNERS LP | 634.4K +112.8K (+21.6%) | 14.12M +1.7M (+13.4%) | 4.28% +0.762 pp | 0.05% -0.004 pp | USD23.57 -5.6% | 2 qtrs — |
| 12 | RAYMOND JAMES FINANCIAL INC | 598.7K +185.9K (+45.0%) | 13.74M +4.0M (+41.3%) | 4.04% +1.255 pp | 0.00% +0.001 pp | USD23.36 -4.8% | 2 qtrs — |
| 13 | EMERALD ADVISERS, LLC | 612.5K +197.4K (+47.6%) | 13.63M +3.7M (+37.6%) | 4.14% +1.333 pp | 0.42% +0.102 pp | USD23.34 -4.7% | 2 qtrs — |
| 14 | AMERIPRISE FINANCIAL INC | 536.0K +18.3K (+3.5%) | 11.93M -425.4K (-3.4%) | 3.62% +0.124 pp | 0.00% 0.000 pp | USD23.80 -6.5% | 2 qtrs — |
| 15 | FRANKLIN RESOURCES INC | 482.0K +480.5K (+31,676.4%) | 10.73M +10.6M (+11,379.5%) | 3.26% +3.245 pp | 0.00% +0.003 pp | USD22.26 0.0% | 2 qtrs — |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 382.7K +382.7K (+100.0%) | 8.52M +8.5M (+100.0%) | 2.58% +2.584 pp | 0.00% +0.001 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 17 | GOLDMAN SACHS GROUP INC | 367.9K -238.1K (-39.3%) | 8.19M -6.3M (-43.4%) | 2.48% -1.608 pp | 0.00% -0.001 pp | USD23.86 -6.7% | 2 qtrs — |
| 18 | JENNISON ASSOCIATES LLC | 365.1K -217.6K (-37.3%) | 8.12M -5.8M (-41.6%) | 2.47% -1.470 pp | 0.00% -0.003 pp | USD23.86 -6.7% | 2 qtrs — |
| 19 | EMERALD MUTUAL FUND ADVISERS TRUST | 351.8K +183.2K (+108.6%) | 7.83M +3.8M (+94.6%) | 2.38% +1.237 pp | 0.38% +0.174 pp | USD23.02 -3.3% | 2 qtrs — |
| 20 | SOROS FUND MANAGEMENT LLC | 338.3K -47.7K (-12.4%) | 7.53M -1.7M (-18.3%) | 2.28% -0.322 pp | 0.09% -0.044 pp | USD23.86 -6.7% | 2 qtrs — |
| 21 | DRIEHAUS CAPITAL MANAGEMENT LLC | 335.4K +70.1K (+26.4%) | 7.46M +1.1M (+17.9%) | 2.26% +0.473 pp | 0.05% +0.005 pp | USD23.52 -5.4% | 2 qtrs — |
| 22 | RATAN CAPITAL MANAGEMENT LP | 320.0K +— (+0.0%) | 7.12M -515.2K (-6.7%) | 2.16% +0.000 pp | 1.96% -2.162 pp | USD23.86 -6.7% | 2 qtrs — |
| 23 | WCM INVESTMENT MANAGEMENT, LLC | 290.8K -20.0K (-6.4%) | 6.68M -742.9K (-10.0%) | 1.96% -0.135 pp | 0.01% -0.002 pp | USD23.86 -6.7% | 2 qtrs — |
| 24 | STATE STREET CORP | 276.3K +276.3K (+100.0%) | 6.15M +6.1M (+100.0%) | 1.87% +1.866 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 25 | OPHIR ASSET MANAGEMENT PTY LTD | 274.7K +274.7K (+100.0%) | 6.11M +6.1M (+100.0%) | 1.86% +1.855 pp | 0.69% +0.686 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 26 | PEREGRINE CAPITAL MANAGEMENT LLC | 272.0K +272.0K (+100.0%) | 6.05M +6.1M (+100.0%) | 1.84% +1.837 pp | 0.19% +0.186 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 27 | ARES MANAGEMENT LLC | 250.7K +— (+0.0%) | 5.58M -403.6K (-6.7%) | 1.69% +0.000 pp | 0.32% +0.047 pp | USD23.86 -6.7% | 2 qtrs — |
| 28 | SHELLBACK CAPITAL, LP | 230.0K +— (+0.0%) | 5.12M -370.3K (-6.7%) | 1.55% +0.000 pp | 0.49% +0.141 pp | USD23.86 -6.7% | 2 qtrs — |
| 29 | ARROWMARK COLORADO HOLDINGS LLC | 226.3K -3.7K (-1.6%) | 5.04M -452.6K (-8.2%) | 1.53% -0.025 pp | 0.11% +0.009 pp | USD23.86 -6.7% | 2 qtrs — |
| 30 | MARSHALL WACE, LLP | 162.2K +48.6K (+42.8%) | 3.61M +898.8K (+33.1%) | 1.10% +0.328 pp | 0.00% +0.001 pp | USD23.38 -4.8% | 2 qtrs — |
| 31 | NEXT CENTURY GROWTH INVESTORS LLC | 161.6K +4.5K (+2.9%) | 3.60M -152.2K (-4.1%) | 1.09% +0.031 pp | 0.25% -0.024 pp | USD23.81 -6.6% | 2 qtrs — |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 143.6K +143.6K (+100.0%) | 3.20M +3.2M (+100.0%) | 0.97% +0.970 pp | 0.00% +0.001 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 33 | BANK OF AMERICA CORP /DE/ | 141.3K +83.7K (+145.6%) | 3.14M +1.8M (+129.0%) | 0.95% +0.566 pp | 0.00% +0.000 pp | USD22.91 -2.9% | 2 qtrs — |
| 34 | FEDERATED HERMES, INC. | 125.0K +— (+0.0%) | 2.78M -201.3K (-6.7%) | 0.84% +0.000 pp | 0.00% -0.001 pp | USD23.86 -6.7% | 2 qtrs — |
| 35 | BURKEHILL GLOBAL MANAGEMENT, LP | 125.0K +— (+0.0%) | 2.78M -201.3K (-6.7%) | 0.84% +0.000 pp | 0.18% +0.014 pp | USD23.86 -6.7% | 2 qtrs — |
| 36 | NORTHERN TRUST CORP | 118.3K +118.3K (+100.0%) | 2.63M +2.6M (+100.0%) | 0.80% +0.799 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 37 | GHISALLO CAPITAL MANAGEMENT LLC | 110.0K +— (+0.0%) | 2.45M -177.1K (-6.7%) | 0.74% +0.000 pp | 0.11% +0.023 pp | USD23.86 -6.7% | 2 qtrs — |
| 38 | SEVEN GRAND MANAGERS, LLC | 100.0K +— (+0.0%) | 2.23M -161.0K (-6.7%) | 0.68% +0.000 pp | 0.17% -0.024 pp | USD23.86 -6.7% | 2 qtrs — |
| 39 | POINT72 ASSET MANAGEMENT, L.P. | 100.0K +100.0K (+100.0%) | 2.23M +2.2M (+100.0%) | 0.68% +0.675 pp | 0.00% +0.003 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 40 | JPMORGAN CHASE & CO | 85.5K +54.7K (+176.9%) | 1.90M +1.2M (+158.2%) | 0.58% +0.369 pp | 0.00% +0.000 pp | USD22.83 -2.5% | 2 qtrs — |
| 41 | LORD, ABBETT & CO. LLC | 85.2K -157.0 (-0.2%) | 1.90M -141.0K (-6.9%) | 0.58% -0.001 pp | 0.01% 0.000 pp | USD23.86 -6.7% | 2 qtrs — |
| 42 | MANE GLOBAL CAPITAL MANAGEMENT LP | 85.2K -24.8K (-22.6%) | 1.90M -729.4K (-27.8%) | 0.58% -0.168 pp | 0.10% -0.018 pp | USD23.86 -6.7% | 2 qtrs — |
| 43 | NORGES BANK | 85.0K +85.0K (+100.0%) | 1.89M +1.9M (+100.0%) | 0.57% +0.574 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 44 | SCHONFELD STRATEGIC ADVISORS LLC | 75.0K -36.4K (-32.7%) | 1.67M -989.3K (-37.2%) | 0.51% -0.246 pp | 0.01% -0.008 pp | USD23.86 -6.7% | 2 qtrs — |
| 45 | RENAISSANCE TECHNOLOGIES LLC | 74.3K +74.3K (+100.0%) | 1.65M +1.7M (+100.0%) | 0.50% +0.502 pp | 0.00% +0.003 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 46 | ALYESKA INVESTMENT GROUP, L.P. | 60.0K +— (+0.0%) | 1.34M -96.6K (-6.7%) | 0.41% +0.000 pp | 0.00% -0.001 pp | USD23.86 -6.7% | 2 qtrs — |
| 47 | B. METZLER SEEL. SOHN & CO. AG | 50.9K +— (+0.0%) | 1.13M -82.0K (-6.7%) | 0.34% +0.000 pp | 0.01% -0.001 pp | USD23.86 -6.7% | 2 qtrs — |
| 48 | BALYASNY ASSET MANAGEMENT L.P. | 46.6K -255.9K (-84.6%) | 1.04M -6.2M (-85.6%) | 0.31% -1.728 pp | 0.00% -0.008 pp | USD23.86 -6.7% | 2 qtrs — |
| 49 | SEI INVESTMENTS CO | 39.6K +39.6K (+100.0%) | 880.4K +880.4K (+100.0%) | 0.27% +0.267 pp | 0.00% +0.001 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 50 | LONGAEVA PARTNERS L.P. | 31.5K -62.9K (-66.6%) | 701.3K -1.6M (-68.9%) | 0.21% -0.425 pp | 0.06% -0.266 pp | USD23.86 -6.7% | 2 qtrs — |
| 51 | WELLS FARGO & COMPANY/MN | 28.7K +15.2K (+112.1%) | 638.5K +315.7K (+97.8%) | 0.19% +0.102 pp | 0.00% +0.000 pp | USD23.01 -3.3% | 2 qtrs — |
| 52 | CWC ADVISORS, LLC. | 27.9K +27.9K (+100.0%) | 620.8K +620.8K (+100.0%) | 0.19% +0.188 pp | 0.30% +0.300 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 53 | NEUBERGER BERMAN GROUP LLC | 26.9K -277.0K (-91.2%) | 597.5K -6.7M (-91.8%) | 0.18% -1.870 pp | 0.00% -0.005 pp | USD23.86 -6.7% | 2 qtrs — |
| 54 | BARCLAYS PLC | 25.8K +15.6K (+154.5%) | 573.3K +331.8K (+137.3%) | 0.17% +0.106 pp | 0.00% +0.000 pp | USD22.88 -2.8% | 2 qtrs — |
| 55 | ENGINEERS GATE MANAGER LP | 25.2K +25.2K (+100.0%) | 560.5K +560.5K (+100.0%) | 0.17% +0.170 pp | 0.01% +0.007 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 56 | TD ASSET MANAGEMENT INC | 23.2K +— (+0.0%) | 515.7K -37.3K (-6.7%) | 0.16% +0.000 pp | 0.00% +0.000 pp | USD23.86 -6.7% | 2 qtrs — |
| 57 | MILLENNIUM MANAGEMENT LLC | 21.7K -293.4K (-93.1%) | 482.2K -7.0M (-93.6%) | 0.15% -1.981 pp | 0.00% -0.003 pp | USD23.86 -6.7% | 2 qtrs — |
| 58 | SANDIA INVESTMENT MANAGEMENT LP | 20.0K +5.0K (+33.3%) | 445.0K +87.1K (+24.3%) | 0.14% +0.034 pp | 1.11% +0.043 pp | USD23.46 -5.2% | 2 qtrs — |
| 59 | NUVEEN, LLC | 19.6K +19.6K (+100.0%) | 436.7K +436.7K (+100.0%) | 0.13% +0.133 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 60 | TWO SIGMA INVESTMENTS, LP | 17.1K +17.1K (+100.0%) | 380.4K +380.4K (+100.0%) | 0.12% +0.116 pp | 0.00% +0.001 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 61 | CINCTIVE CAPITAL MANAGEMENT LP | 13.6K +13.6K (+100.0%) | 301.5K +301.5K (+100.0%) | 0.09% +0.092 pp | 0.02% +0.016 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 62 | RHUMBLINE ADVISERS | 13.2K +13.2K (+100.0%) | 293.4K +293.4K (+100.0%) | 0.09% +0.089 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 63 | DEUTSCHE BANK AG\ | 11.3K +11.3K (+100.0%) | 252.2K +252.2K (+100.0%) | 0.08% +0.077 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 64 | QUANTBOT TECHNOLOGIES LP | 11.1K +11.1K (+100.0%) | 245.9K +245.9K (+100.0%) | 0.07% +0.075 pp | 0.01% +0.008 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 65 | BOOTHBAY FUND MANAGEMENT, LLC | 10.7K -67.4K (-86.3%) | 239.0K -1.6M (-87.2%) | 0.07% -0.455 pp | 0.00% -0.024 pp | USD23.86 -6.7% | 2 qtrs — |
| 66 | WALLEYE CAPITAL LLC | 10.0K +— (+0.0%) | 222.5K -16.1K (-6.7%) | 0.07% +0.000 pp | 0.00% 0.000 pp | USD23.86 -6.7% | 2 qtrs — |
| 67 | CITADEL ADVISORS LLC | 10.0K +10.0K (+100.0%) | 222.5K +222.5K (+100.0%) | 0.07% +0.068 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 68 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 9.9K +9.9K (+100.0%) | 219.7K +219.7K (+100.0%) | 0.07% +0.067 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 69 | METLIFE INVESTMENT MANAGEMENT, LLC | 9.5K +9.5K (+100.0%) | 210.7K +210.7K (+100.0%) | 0.06% +0.064 pp | 0.00% +0.001 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 70 | PRICE T ROWE ASSOCIATES INC /MD/ | 9.4K +9.4K (+100.0%) | 210.0K +210.0K (+100.0%) | 0.06% +0.064 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 71 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 7.6K +7.6K (+100.0%) | 170.0K +170.0K (+100.0%) | 0.05% +0.052 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 72 | UBS GROUP AG | 7.5K -42.9K (-85.2%) | 166.5K -1.0M (-86.2%) | 0.05% -0.290 pp | 0.00% 0.000 pp | USD23.86 -6.7% | 2 qtrs — |
| 73 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 4.4K +4.4K (+100.0%) | 98.1K +98.1K (+100.0%) | 0.03% +0.030 pp | 0.00% +0.001 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 74 | BNP PARIBAS ARBITRAGE, SNC | 4.3K +4.3K (+100.0%) | 96.5K +96.5K (+100.0%) | 0.03% +0.029 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 75 | PNC FINANCIAL SERVICES GROUP, INC. | 4.0K +4.0K (+100.0%) | 88.5K +88.5K (+100.0%) | 0.03% +0.027 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 76 | US BANCORP \DE\ | 3.7K +37.0 (+1.0%) | 83.4K -5.2K (-5.8%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD23.84 -6.7% | 2 qtrs — |
| 77 | STRS OHIO | 2.9K +2.9K (+100.0%) | 64.5K +64.5K (+100.0%) | 0.02% +0.020 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 78 | JONES FINANCIAL COMPANIES LLLP | 2.5K +2.5K (+100.0%) | 55.4K +55.4K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 79 | ROXBURY FINANCIAL LLC | 1.8K +1.8K (+100.0%) | 39.4K +39.4K (+100.0%) | 0.01% +0.012 pp | 0.04% +0.035 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 80 | LEGAL & GENERAL GROUP PLC | 1.6K -8.4K (-83.8%) | 36.1K -202.5K (-84.9%) | 0.01% -0.057 pp | 0.00% +0.000 pp | USD23.86 -6.7% | 2 qtrs — |
| 81 | AMERITAS INVESTMENT PARTNERS, INC. | 1.3K +1.3K (+100.0%) | 29.6K +29.6K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.001 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 82 | RUSSELL INVESTMENTS GROUP, LTD. | 1.3K +1.3K (+100.0%) | 28.9K +28.9K (+100.0%) | 0.01% +0.009 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 83 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1.0K +1.0K (+100.0%) | 22.4K +22.4K (+100.0%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 84 | ADVISOR GROUP HOLDINGS, INC. | 710.00 +610.0 (+610.0%) | 15.8K +13.4K (+562.0%) | 0.00% +0.004 pp | 0.00% +0.000 pp | USD22.48 -1.0% | 2 qtrs — |
| 85 | AMALGAMATED BANK | 515.00 +515.0 (+100.0%) | 11.0K +11.0K (+100.0%) | 0.00% +0.004 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 86 | ROYAL BANK OF CANADA | 503.00 +503.0 (+100.0%) | 11.0K +11.0K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 87 | STERLING CAPITAL MANAGEMENT LLC | 443.00 +443.0 (+100.0%) | 9.9K +9.9K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 88 | TOWER RESEARCH CAPITAL LLC (TRC) | 435.00 +435.0 (+100.0%) | 9.7K +9.7K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 89 | CITIGROUP INC | 371.00 +371.0 (+100.0%) | 8.3K +8.3K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 90 | QUARRY LP | 343.00 -77.0 (-18.3%) | 7.6K -2.4K (-23.8%) | 0.00% -0.001 pp | 0.00% -0.001 pp | USD23.86 -6.7% | 2 qtrs — |
| 91 | MCF ADVISORS LLC | 206.00 +— (+0.0%) | 4.6K -332.0 (-6.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.86 -6.7% | 2 qtrs — |
| 92 | COMERICA BANK | 192.00 +77.0 (+67.0%) | 4.3K +1.5K (+55.7%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD23.21 -4.1% | 2 qtrs — |
| 93 | — | 151.00 +151.0 (+100.0%) | 3.4K +3.4K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.002 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 94 | ALLWORTH FINANCIAL LP | 131.00 +131.0 (+100.0%) | 2.9K +2.9K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD22.24 +0.0% | 1 qtrs NEW |
| 95 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 100.00 +— (+0.0%) | 2.2K -161.0 (-6.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.86 -6.7% | 2 qtrs — |
| 96 | SJS INVESTMENT CONSULTING INC. | 100.00 +100.0 (+100.0%) | 2.2K +2.2K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 97 | GROUP ONE TRADING, L.P. | 100.00 +100.0 (+100.0%) | 2.2K +2.2K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD22.25 +0.0% | 1 qtrs NEW |
| 98 | GLOBAL RETIREMENT PARTNERS, LLC | 24.00 +7.0 (+41.2%) | 534.00 +128.0 (+31.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD23.33 -4.6% | 2 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Russell 2000 Growth ETF IWO | 0.01% | 1.37M | 0.24% |
| 2 | Vanguard Russell 2000 Growth ETF VTWG | 0.00% | 80.5K | 0.06% |
| 3 | Invesco Russell 2000 UCITS ETF RTYS.L | 0.00% | 14.8K | 0.25% |
| 4 | Global X - Russell 2000 ETF RSSL | 0.00% | 68.0K | 0.08% |
| 5 | iShares Russell 2000 BuyWrite ETF IWMW | 0.00% | 2.5K | 0.39% |
| 6 | iShares Russell 2000 ETF IWM | 0.00% | 3.70M | 0.19% |
| 7 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.00% | 24.2K | 0.36% |
| 8 | Vanguard Russell 2000 ETF VTWO | 0.00% | 721.0K | 0.06% |
| 9 | Xtrackers Russell 2000 UCITS ETF 1C XRSU.L | 0.00% | 108.0K | 0.30% |
| 10 | State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L | 0.00% | 198.5K | 0.30% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-20 | Viking Cake Fuel, LLC | 10% Owner | J-Other | D | Class C Common Stock | 5,809,390 | 0.00 | — | 5,809,391 | D | ↗ |
| 2026-03-20 | Viking Cake BR, LLC | 10% Owner | J-Other | D | LLC Units | 5,809,390 | 0.00 | — | 5,809,391 | I | ↗ |
| 2026-03-20 | Spellmeyer Jacob Virgil | 10% Owner | J-Other | D | LLC Units | 5,809,390 | 0.00 | — | 0 | I | ↗ |
| 2026-03-20 | Pereboom Bryan Douglas | 10% Owner | J-Other | D | LLC Units | 5,809,390 | 0.00 | — | 29,046 | I | ↗ |
| 2026-03-20 | Hernandez Jeffrey Robert | Director / 10% Owner | J-Other | D | Class C Common Stock | 5,809,390 | 0.00 | — | 5,809,391 | I | ↗ |
| 2026-03-20 | Brand Daniel Jordan | Director / 10% Owner | J-Other | D | Class C Common Stock | 5,809,390 | 0.00 | — | 5,809,391 | I | ↗ |
| 2026-03-11 | Wegener-Beyer Jessica Michele | Officer | G-Gift | A | Class B Common Stock | 27,544 | 0.00 | — | 27,544 | I | ↗ |
| 2025-12-28 | Spellmeyer Jacob Virgil | Director / 10% Owner | G-Gift | D | Class C Common Stock | 99,062 | 0.00 | — | 0 | D | ↗ |
| 2025-12-28 | Pereboom Bryan Douglas | Director / 10% Owner | G-Gift | D | LLC Units | 71,000 | 0.00 | — | 0 | D | ↗ |
| 2025-12-28 | Hernandez Jeffrey Robert | Director / 10% Owner | G-Gift | D | Class C Common Stock | 243,860 | 0.00 | — | 0 | D | ↗ |
| 2025-12-28 | Brand Daniel Jordan | Director / 10% Owner | G-Gift | D | LLC Units | 125,097 | 0.00 | — | 0 | D | ↗ |
| 2025-09-15 | Viking Cake BR, LLC | 10% Owner | J-Other | A | Class C Common Stock | 3,118,938 | 0.00 | — | 11,618,781 | I | ↗ |
| 2025-09-15 | Spellmeyer Jacob Virgil | Director / 10% Owner | J-Other | A | Class C Common Stock | 3,118,938 | 0.00 | — | 11,618,781 | I | ↗ |
| 2025-09-15 | Pereboom Bryan Douglas | Director / 10% Owner | J-Other | A | Class C Common Stock | 3,118,938 | 0.00 | — | 11,618,781 | I | ↗ |
| 2025-09-15 | Hernandez Jeffrey Robert | Director / 10% Owner | P-Purchase | A | LLC Units | 3,118,938 | 0.00 | — | 11,618,781 | I | ↗ |
| 2025-09-15 | Brand Daniel Jordan | Director / 10% Owner | P-Purchase | A | LLC Units | 3,118,938 | 0.00 | — | 11,618,781 | I | ↗ |
| 2025-09-15 | Booth Rodderick Fredrick | Officer | D-Return | D | LLC Units | 107,526 | 0.00 | — | 134,774 | D | ↗ |
| 2025-09-12 | Wegener-Beyer Jessica Michele | Officer | — | — | Class B Common Stock | 0 | 0.00 | — | 27,544 | D | ↗ |
| 2025-09-12 | Viking Cake BR, LLC | 10% Owner | — | — | Class C Common Stock | 8,499,843 | 0.00 | — | 0 | I | ↗ |
| 2025-09-12 | Tonn Derek Anthony | Officer | — | — | Stock Option | 12,703 | 20.00 | 254.1K | 0 | D | ↗ |
| 2025-09-12 | Spellmeyer Jacob Virgil | Director / 10% Owner | — | — | LLC Units | 8,499,843 | 0.00 | — | 0 | I | ↗ |
| 2025-09-12 | Seiberling Samuel James | Officer | — | — | Stock Option | 76,219 | 20.00 | 1.52M | 0 | D | ↗ |
| 2025-09-12 | Schmidt Michael Ryan | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-09-12 | Pereboom Bryan Douglas | Director / 10% Owner | — | — | LLC Units | 8,499,843 | 0.00 | — | 0 | I | ↗ |
| 2025-09-12 | MacIntosh William Robin | Officer | — | — | Stock Option | 25,406 | 20.00 | 508.1K | 0 | D | ↗ |
| 2025-09-12 | Kaufmann Robert Wayne | Officer | — | — | Class B Common Stock | 0 | 0.00 | — | 707,813 | I | ↗ |
| 2025-09-12 | Hernandez Jeffrey Robert | Director / 10% Owner | — | — | Restricted Stock Units | 2,812 | 0.00 | — | 0 | D | ↗ |
| 2025-09-12 | Goldsmith-Grover Sarah | Director | — | — | Class A Common Stock | 0 | 0.00 | — | 2,812 | D | ↗ |
| 2025-09-12 | Geyer Clay Howard | Officer | — | — | Class B Common Stock | 0 | 0.00 | — | 77,116 | D | ↗ |
| 2025-09-12 | FEDERICO RICHARD L | Director | — | — | LLC Units | 15,617 | 0.00 | — | 0 | D | ↗ |
| 2025-09-12 | Davis Mark Dean | Director / Officer | — | — | LLC Units | 336,263 | 0.00 | — | 0 | I | ↗ |
| 2025-09-12 | Cynosure Group, LLC | Director / 10% Owner | — | — | Class B Common Stock | 0 | 0.00 | — | 7,872,592 | I | ↗ |
| 2025-09-12 | CASHMAN KRISTINA K | Director | — | — | Class A Common Stock | 0 | 0.00 | — | 2,812 | D | ↗ |
| 2025-09-12 | Brand Daniel Jordan | Director / 10% Owner | — | — | Class C Common Stock | 8,499,843 | 0.00 | — | 0 | I | ↗ |
| 2025-09-12 | Braithwaite Andrew Robert | Director | — | — | Class A Common Stock | 0 | 0.00 | — | 2,812 | D | ↗ |
| 2025-09-12 | Booth Rodderick Fredrick | Officer | — | — | Class B Common Stock | 0 | 0.00 | — | 349,826 | D | ↗ |
| 2025-09-11 | Spellmeyer Jacob Virgil | Director / 10% Owner | A-Award | A | Class A Common Stock | 2,812 | 0.00 | — | 2,812 | D | ↗ |
| 2025-09-11 | Pereboom Bryan Douglas | Director / 10% Owner | A-Award | A | Class A Common Stock | 2,812 | 0.00 | — | 2,812 | D | ↗ |
| 2025-09-11 | Hernandez Jeffrey Robert | Director / 10% Owner | A-Award | A | Class A Common Stock | 2,812 | 0.00 | — | 2,812 | D | ↗ |
| 2025-09-11 | Brand Daniel Jordan | Director / 10% Owner | A-Award | A | Class A Common Stock | 2,812 | 0.00 | — | 2,812 | D | ↗ |
| 2025-09-11 | Booth Rodderick Fredrick | Officer | A-Award | A | LLC Units | 242,300 | 0.00 | — | 242,300 | D | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Mark Davis Chief Executive Officer | 621.4K | 4.00M | 3.75M | 3.75M | 8.75M | 24.7K | 20.90M | 35.89% | ↗ |
| 2 | 2025 | Rodd Booth Chief Financial Officer | 307.1K | — | 750.0K | 750.0K | 281.6K | 17.4K | 2.11M | 71.22% | ↗ |
| 3 | 2025 | Sam Seiberling Chief Legal Officer | 285.8K | — | 771.4K | 750.0K | 187.8K | 8.4K | 2.00M | 75.94% | ↗ |
| 4 | 2024 | Mark Davis Chief Executive Officer | 600.0K | 25.0K | 118.3K | — | 700.0K | 13.6K | 1.46M | 8.12% | ↗ |
| 5 | 2024 | Rodd Booth Chief Financial Officer | 238.4K | 18.5K | 152.5K | — | 187.5K | 6.4K | 603.3K | 25.28% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Mark D. Davis | Chief Executive Officer & Director | 13M | male |
| Jacob Virgil Spellmeyer | Co-Founder | 1M | male |
| Bryan D. Pereboom | Co-Founder | 1M | male |
| Jeffrey R. Hernandez | Co-Founder & Chairman | 1M | male |
| Daniel J. Brand | Co-Founder & Director | 1M | male |
| Rodd Booth | Chief Financial Officer | 606.1K | male |
| Samuel Seiberling | Chief Legal Officer & Secretary | 481.9K | male |
| Clay Geyer | Chief Operating Officer | 375.0K | male |
| Will MacIntosh | Chief People & Investor Relations Officer | — | male |
| Derek Tonn | Chief Information Officer | — | male |
| Jessica Wegener-Beyer | Chief Marketing Officer | — | female |
| Robert Kaufmann | Chief Development Officer | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for BRCB
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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