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Braze, Inc. (BRZE)
USD26.77
+0.17 (+0.64%)
US NASDAQ Technology Software - Application
Address
330 West 34th Street 10001
New York City, NY, US
New York City, NY, US
CEO
William Magnuson
Website
braze.com
IPO
2021-11-17
CIK 1676238 ISIN US10576N1028
Description
Braze, Inc. operates a global customer engagement platform designed to foster meaningful interactions between consumers and brands. Its comprehensive suite of tools includes robust data ingestion capabilities. These feature Braze software development kits (SDKs) for automatic data collection and the delivery of various mobile and web notifications, integrated in-application/in-browser messages, and content cards, all seamlessly adaptable to diverse digital interfaces and application development frameworks. Additionally, a REST API facilitates data import/export and workflow automation across Braze and clients' existing technological ecosystems. The platform also enables the synchronization of user cohorts from partner sources. For customer understanding, Braze offers advanced classification functionalities. This includes segmentation tools that allow businesses to define reusable consumer groups based on attributes, past events, or predictive propensity scores. Segment insights provide analytical views into how different segments perform relative to key metrics and help identify the underlying factors driving segment membership. Furthermore, a predictive suite assists in pinpointing high-value consumer demographics. The company further provides modules for personalization and decisive actions. Crucially, Braze's orchestration offerings empower brands to manage complex customer journeys. Its signature 'Canvas' tool allows for the visual mapping of multi-step, cross-channel messaging experiences—ideal for onboarding sequences, nurturing campaigns, or win-back strategies. Other orchestration elements include the ability to run targeted campaigns (single or multi-channel) for specific user segments, event and API-driven triggering mechanisms, controls for message frequency and rate limiting, intelligent content selection, and extensive reporting alongside analytics. Founded in 2011, the company was initially known as Appboy, Inc. before adopting its current name, Braze, Inc., in November 2017. Its corporate headquarters are situated in New York, New York.
News Sentiment (7d)
Based on only 1 article — low confidence
- BILL vs. BRZE: Which Stock Should Value Investors Buy Now? Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD26.77
+0.17 (+0.64%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
0.82
Float Shares
92.84M
Free Float %
83.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.42% | +3.71% | +5.72% | +29.44% | -14.36% | -28.32% | -31.51% | -21.84% | -73.68% | -73.68% | -73.68% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (25 ratings, all time)
Buy
Price Targets & DCF
Current price
26.77
Low
30.00
+12.1%
Consensus
42.44
+58.5%
Median
45.00
+68.1%
High
50.00
+86.8%
DCF (Unlevered)
3.16
-88.2%
DCF (Levered)
56.53
+111.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 6 | 0 |
| Buy | 15 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 15 |
42.87
+60.1%
|
| All Time | 43 |
49.74
+85.8%
|
Quality scores
Altman Z-Score
2.74
Grey zone
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Software - Application: +13.0%+24.4% ★ Q2'26: +30.2% (vs Q2'25)
-
EPS growth Software - Application: +28.6%-19.6% Q2'26: +29.4% (vs Q2'25)
-
FCF margin FCF growth · Software - Application: +45.3%-17.7% Q2'26: +13.3% (vs Q2'25)
-
EBIT margin Software - Application: +9.4%-18.0% Q2'26: +0.0% (vs Q2'25)
-
ROIC Software - Application: +7.5%-45.0% Q2'26: +0.0% (vs Q2'25)
-
Share dilution Software - Application: +0.0%+5.6% Q2'26: +6.0% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×-0.73× Q2'26: -0.74× (vs Q2'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Jan 2022 actual |
Jan 2023 actual |
Jan 2024 actual |
Jan 2025 actual |
Jan 2026 16 Rev. Ana. 13 EPS Ana. |
Jan 2027 16 Rev. Ana. 12 EPS Ana. |
Jan 2028 15 Rev. Ana. 12 EPS Ana. |
Jan 2029 8 Rev. Ana. 3 EPS Ana. |
Jan 2030 4 Rev. Ana. |
Jan 2031 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
238.04M
est: 233.13M (+2.1%)
|
355.43M
est: 352.59M (+0.8%)
|
471.80M
est: 535.87M (-12.0%)
|
593.41M
est: 588.71M (+0.8%)
|
731.58M
731.39M – 731.91M
+24.3% YoY
|
887.97M
870.21M – 892.75M
+21.4% YoY
|
1.04B
1.02B – 1.06B
+16.9% YoY
|
1.22B
1.22B – 1.23B
+17.7% YoY
|
1.33B
1.31B – 1.36B
+9.0% YoY
|
1.48B
1.45B – 1.51B
+10.9% YoY
|
| EBITDA |
-75.56M
est: -65.53M (-15.3%)
|
-143.52M
est: -99.11M (-44.8%)
|
-137.73M
est: 37.68M (-465.5%)
|
-112.04M
est: 41.40M (-370.6%)
|
51.45M
51.43M – 51.47M
+24.3% YoY
|
62.44M
61.19M – 62.78M
+21.4% YoY
|
73.02M
71.60M – 74.44M
+16.9% YoY
|
85.95M
85.67M – 86.23M
+17.7% YoY
|
93.67M
92.06M – 95.53M
+9.0% YoY
|
103.87M
102.08M – 105.93M
+10.9% YoY
|
| EBIT |
-78.21M
est: -68.66M (-13.9%)
|
-148.14M
est: -103.84M (-42.7%)
|
-144.69M
est: 18.08M (-900.2%)
|
-122.16M
est: 19.86M (-715.0%)
|
24.69M
24.68M – 24.70M
+24.3% YoY
|
29.96M
29.36M – 30.12M
+21.4% YoY
|
35.04M
34.36M – 35.72M
+16.9% YoY
|
41.24M
41.11M – 41.38M
+17.7% YoY
|
44.94M
44.17M – 45.84M
+9.0% YoY
|
49.84M
48.98M – 50.83M
+10.9% YoY
|
| Net Income |
-76.72M
est: -92.63M (+17.2%)
|
-138.97M
est: -69.87M (-98.9%)
|
-129.17M
est: -126.92M (-1.8%)
|
-103.74M
est: 11.95M (-968.3%)
|
45.50M
44.45M – 46.55M
+280.8% YoY
|
67.75M
66.12M – 69.38M
+48.9% YoY
|
105.66M
90.26M – 121.05M
+55.9% YoY
|
127.39M
87.94M – 166.84M
+20.6% YoY
|
—
— – —
-100.0% YoY
|
—
— – —
|
| SGA |
178.70M
est: 169.53M (+5.4%)
|
290.46M
est: 256.39M (+13.3%)
|
349.10M
est: 388.01M (-10.0%)
|
398.41M
est: 426.27M (-6.5%)
|
529.72M
529.58M – 529.96M
+24.3% YoY
|
642.96M
630.10M – 646.42M
+21.4% YoY
|
751.88M
737.28M – 766.48M
+16.9% YoY
|
885.02M
882.11M – 887.93M
+17.7% YoY
|
964.47M
947.93M – 983.62M
+9.0% YoY
|
1.07B
1.05B – 1.09B
+10.9% YoY
|
| EPS |
-0.83
est: -0.91 (+8.4%)
|
-1.47
est: -0.69 (-114.5%)
|
-1.32
est: -1.17 (-12.4%)
|
-1.02
est: 0.11 (-1,022.8%)
|
0.42
0.41 – 0.43
+281.2% YoY
|
0.63
0.61 – 0.64
+50.2% YoY
|
0.98
0.84 – 1.12
+55.5% YoY
|
1.29
0.81 – 1.55
+31.5% YoY
|
—
— – —
-100.0% YoY
|
—
— – —
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-26 | BTIG | Buy | Buy | Maintain |
| 2026-04-29 | Citizens | Market Outperform | Market Outperform | Maintain |
| 2026-04-17 | BTIG | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-26 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-19 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-18 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-15 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-14 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-13 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-12 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-11 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-08 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-07 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-05 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-04 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-01 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-30 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-29 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-28 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-27 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-24 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-17 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-16 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-15 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
92.67M
OE per share TTM
0.85
Owner's Yield
3.40%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
16.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
276
Total invested
2.17B
Insider transactions (90d)
7
Beneficial owners (>5%)
46
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Battery Management Corp. (“BMC”) | 17.88M | 67.70% | 2.21M | 2.21M | 17.88M | — | OO | Massachusetts | 2022-02-14 | ↗ |
| 2 | Chelsea R. Stoner | 17.88M | 67.70% | — | 2.21M | — | — | IN | USA | 2022-02-14 | ↗ |
| 3 | Dharmesh Thakker | 17.88M | 67.70% | — | 2.21M | — | — | IN | USA | 2022-02-14 | ↗ |
| 4 | Jesse Feldman | 17.88M | 67.70% | — | 2.21M | — | — | IN | USA | 2022-02-14 | ↗ |
| 5 | Michael Brown | 17.88M | 67.70% | — | 2.21M | — | — | IN | USA | 2022-02-14 | ↗ |
| 6 | Neeraj Agrawal | 17.88M | 67.70% | — | 1.58M | — | — | IN | USA | 2022-02-14 | ↗ |
| 7 | Roger H. Lee | 17.88M | 67.70% | — | 2.21M | — | — | IN | USA | 2022-02-14 | ↗ |
| 8 | Russell Fleischer | 17.88M | 67.70% | — | 2.21M | — | — | IN | USA | 2022-02-14 | ↗ |
| 9 | Scott R. Tobin | 17.88M | 67.70% | — | 17.88M | — | — | IN | USA | 2022-02-14 | ↗ |
| 10 | Binder Clip Holdings LLC | 8.63M | 36.45% | — | 8.63M | — | 8.63M | OO | Citizenship or Place of Organization | 2022-02-14 | ↗ |
| 11 | MCG7 Capital Inc. | 8.63M | 36.45% | — | 8.63M | — | 8.63M | HC | Citizenship or Place of Organization | 2022-02-14 | ↗ |
| 12 | Battery Partners XI, LLC (“BP11”) | 7.85M | 29.70% | 7.85M | 7.85M | 7.85M | — | OO | Delaware | 2022-02-14 | ↗ |
| 13 | Battery Partners XI Side Fund, LLC (“BP11SF”) | 7.57M | 28.70% | 7.57M | 7.57M | 7.57M | — | OO | Delaware | 2022-02-14 | ↗ |
| 14 | Battery Ventures XI-A Side Fund, L.P. (“BV11-A SF”) | 6.22M | 23.60% | 6.22M | 6.22M | 6.22M | — | PN | Delaware | 2022-02-14 | ↗ |
| 15 | (1) BlackRock, Inc. | 6.04M | 7.30% | 5.76M | — | 6.04M | — | HC | Delaware | 2024-11-08 | ↗ |
| 16 | Battery Ventures XI-A, L.P. (“BV11-A”) | 5.99M | 22.70% | 5.99M | 5.99M | 5.99M | — | PN | Delaware | 2022-02-14 | ↗ |
| 17 | Morgan Stanley | 4.98M | 8.70% | — | 4.97M | — | 13.00 | HC, CO | Delaware. | 2023-02-08 | ↗ |
| 18 | Cadian Capital Management GP, LLC | 4.50M | 5.50% | — | 4.50M | — | 4.50M | HC, OO | Delaware | 2024-11-13 | ↗ |
| 19 | Cadian Capital Management, LP | 4.50M | 5.50% | — | 4.50M | — | 4.50M | IA, PN | Delaware | 2024-11-13 | ↗ |
| 20 | Eric Bannasch | 4.50M | 5.50% | — | 4.50M | — | 4.50M | HC, IN | Delaware | 2024-11-13 | ↗ |
| 21 | Capital Associates V L.L.C. (“MCA V”) | 4.12M | 29.30% | 4.12M | 4.12M | 4.12M | 4.12M | OO | Delaware | 2022-02-14 | ↗ |
| 22 | Morgan Stanley Capital Services LLC | 3.41M | 6.00% | — | — | — | 13.00 | BD, CO | Delaware. | 2023-02-08 | ↗ |
| 23 | InterWest Partners X, LP (“IWP X”) | 3.39M | 25.40% | 3.39M | — | 3.39M | — | PN | California | 2022-02-14 | ↗ |
| 24 | Capital Partners V L.P. (“MCP V”) | 3.23M | 24.50% | 3.23M | 3.23M | 3.23M | 3.23M | PN | Delaware | 2022-02-14 | ↗ |
| 25 | Battery Partners Select Fund I GP, LLC (“BP Select LLC”) | 2.46M | 9.30% | 2.46M | 2.46M | 2.46M | — | OO | Delaware | 2022-02-14 | ↗ |
| 26 | Morad Elhafed | 2.46M | 9.30% | — | 2.46M | — | — | IN | USA | 2022-02-14 | ↗ |
| 27 | Battery Partners Select Fund I, L.P. (“BP Select LP”) | 2.21M | 8.40% | 2.21M | 2.21M | 2.21M | — | PN | Delaware | 2022-02-14 | ↗ |
| 28 | Battery Ventures Select Fund I, L.P. (“BV Select”) | 2.21M | 8.40% | 2.21M | 2.21M | 2.21M | — | PN | Delaware | 2022-02-14 | ↗ |
| 29 | Myles Kleeger | 1.95M | 11.40% | 1.56M | 388.9K | 1.56M | 388.9K | IN | — | 2022-02-11 | ↗ |
| 30 | Battery Ventures XI-B, L.P. (“BV11-B”) | 1.58M | 6.00% | 1.58M | 1.58M | 1.58M | — | PN | Delaware | 2022-02-14 | ↗ |
| 31 | Battery Ventures XI-B Side Fund, L.P. (“BV11-B SF”) | 1.35M | 5.10% | 1.35M | 1.35M | 1.35M | — | PN | Delaware | 2022-02-14 | ↗ |
| 32 | 13-4064930 | 882.3K | 8.90% | 853.8K | — | 870.8K | — | IA | Delaware | 2022-02-14 | ↗ |
| 33 | 52-0556948 | 771.6K | 7.70% | 232.6K | — | 771.6K | — | IA | Maryland | 2022-02-14 | ↗ |
| 34 | Capital Partners V Sidecar L.P. (“MC V Sidecar”) | 770.3K | 7.20% | 770.3K | 770.3K | 770.3K | 770.3K | PN | Delaware | 2022-02-14 | ↗ |
| 35 | Capital Associates VI L.L.C. (“MCA VI”) | 616.7K | 5.80% | 616.7K | 616.7K | 616.7K | 616.7K | OO | Delaware | 2022-02-14 | ↗ |
| 36 | Capital Partners VI L.P. (“MCP VI”) | 592.8K | 5.60% | 592.8K | 592.8K | 592.8K | 592.8K | PN | Delaware | 2022-02-14 | ↗ |
| 37 | Federated Hermes, Inc. | 530.0K | 5.33% | 530.0K | — | 530.0K | — | HC | Citizenship or place of Organization | 2022-02-14 | ↗ |
| 38 | J. Christopher Donahue | 530.0K | 5.33% | — | 530.0K | — | 530.0K | IN | Citizenship or place of Organization | 2022-02-14 | ↗ |
| 39 | Rhodora J. Donahue | 530.0K | 5.33% | — | 530.0K | — | 530.0K | IN | Citizenship or place of Organization | 2022-02-14 | ↗ |
| 40 | Thomas R. Donahue | 530.0K | 5.33% | — | 530.0K | — | 530.0K | IN | Citizenship or place of Organization | 2022-02-14 | ↗ |
| 41 | Voting Shares Irrevocable Trust | 530.0K | 5.33% | 530.0K | — | 530.0K | — | OO | Citizenship or place of Organization | 2022-02-14 | ↗ |
| 42 | Battery Investment Partners XI, LLC (“BIP11”) | 277.5K | 1.10% | 277.5K | 277.5K | 277.5K | — | OO | Delaware | 2022-02-14 | ↗ |
| 43 | Battery Investment Partners Select Fund I, L.P. (“BIP Select”) | 251.0K | 9.50% | 251.0K | 251.0K | 251.0K | — | PN | Delaware | 2022-02-14 | ↗ |
| 44 | Meritech Capital Affiliates V L.P. (“MC AFF V”) | 116.6K | 1.20% | 116.6K | 116.6K | 116.6K | 116.6K | PN | Delaware | 2022-02-14 | ↗ |
| 45 | Capital Affiliates VI L.P. (“MC AFF VI”) | 15.8K | 0.20% | 15.8K | 15.8K | 15.8K | 15.8K | PN | Delaware | 2022-02-14 | ↗ |
| 46 | Meritech Capital Entrepreneurs VI L.P. (“MCE VI”) | 8.0K | 0.10% | 8.0K | 8.0K | 8.0K | 8.0K | PN | Delaware | 2022-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
276
+0 vs prev Q
New positions
63
Closed positions
67
Increased
179
Reduced
55
Put/Call ratio
0.31
Calls held
3.10M
Puts held
955.2K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 143.9K +143.9K (+100.0%) | 4.93B +4.9B (+100.0%) | 0.13% +0.134 pp | 0.01% +0.007 pp | USD34.29 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 9.85M +892.6K (+10.0%) | 337.79M +83.0M (+32.6%) | 9.20% +0.816 pp | 0.00% +0.001 pp | USD40.47 -15.3% | 17 qtrs — |
| 3 | BLACKROCK, INC. | 7.17M +384.3K (+5.7%) | 245.94M +52.9M (+27.4%) | 6.70% +0.346 pp | 0.00% +0.001 pp | USD32.55 +5.3% | 6 qtrs — |
| 4 | MILLENNIUM MANAGEMENT LLC | 4.01M +529.7K (+15.2%) | 137.57M +38.5M (+38.9%) | 3.75% +0.488 pp | 0.06% +0.016 pp | USD31.45 +9.0% | 17 qtrs — |
| 5 | BATTERY MANAGEMENT CORP. | 3.26M +839.9K (+34.6%) | 111.95M +43.0M (+62.3%) | 3.05% +0.780 pp | 17.98% +4.835 pp | USD40.11 -14.5% | 17 qtrs — |
| 6 | POINT72 ASSET MANAGEMENT, L.P. | 3.09M +2.8M (+935.7%) | 105.91M +97.4M (+1,148.7%) | 2.89% +2.606 pp | 0.12% +0.104 pp | USD33.73 +1.7% | 7 qtrs — |
| 7 | ALLIANCEBERNSTEIN L.P. | 2.58M +562.4K (+27.9%) | 88.35M +31.1M (+54.2%) | 2.41% +0.521 pp | 0.03% +0.010 pp | USD40.96 -16.3% | 17 qtrs — |
| 8 | JPMORGAN CHASE & CO | 2.32M -135.5K (-5.5%) | 79.55M +9.7M (+13.9%) | 2.17% -0.132 pp | 0.01% +0.001 pp | USD36.11 -5.0% | 15 qtrs — |
| 9 | WESTFIELD CAPITAL MANAGEMENT CO LP | 2.19M +9.3K (+0.4%) | 75.00M +13.1M (+21.1%) | 2.04% +0.004 pp | 0.31% +0.053 pp | USD33.74 +1.6% | 4 qtrs — |
| 10 | ALYESKA INVESTMENT GROUP, L.P. | 2.11M +1.8M (+592.4%) | 72.18M +63.5M (+734.9%) | 1.97% +1.682 pp | 0.20% +0.178 pp | USD33.51 +2.3% | 4 qtrs — |
| 11 | STATE STREET CORP | 2.08M +99.6K (+5.0%) | 71.48M +15.0M (+26.6%) | 1.95% +0.089 pp | 0.00% +0.000 pp | USD39.18 -12.5% | 16 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 2.08M +84.4K (+4.2%) | 71.43M +14.6M (+25.7%) | 1.95% +0.075 pp | 0.00% +0.001 pp | USD38.30 -10.5% | 17 qtrs — |
| 13 | CITADEL ADVISORS LLC | 2.00M +844.9K (+73.0%) | 68.66M +35.7M (+108.6%) | 1.87% +0.787 pp | 0.01% +0.005 pp | USD32.32 +6.1% | 12 qtrs — |
| 14 | OPTIMUS PRIME FUND MANAGEMENT CO., LTD. | 1.78M +— (+0.0%) | 61.04M +10.4M (+20.6%) | 1.66% -0.004 pp | 4.92% +0.434 pp | USD34.30 0.0% | 16 qtrs — |
| 15 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 1.67M -1.0M (-37.8%) | 57.29M -19.2M (-25.1%) | 1.56% -0.956 pp | 0.58% +0.004 pp | USD44.24 -22.5% | 10 qtrs — |
| 16 | SAPPHIRE VENTURES, L.L.C. | 1.67M +— (+0.0%) | 57.12M +9.7M (+20.6%) | 1.56% -0.003 pp | 76.90% +20.918 pp | USD36.23 -5.4% | 17 qtrs — |
| 17 | UBS GROUP AG | 1.58M +297.3K (+23.2%) | 54.07M +17.7M (+48.6%) | 1.47% +0.275 pp | 0.01% +0.003 pp | USD31.47 +9.0% | 17 qtrs — |
| 18 | SHAWSPRING PARTNERS LLC | 1.47M -375.2K (-20.3%) | 50.51M -2.1M (-3.9%) | 1.38% -0.354 pp | 9.51% +1.695 pp | USD39.07 -12.2% | 5 qtrs — |
| 19 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.45M +48.8K (+3.5%) | 49.59M +9.8M (+24.8%) | 1.35% +0.043 pp | 0.04% +0.008 pp | USD36.81 -6.8% | 11 qtrs — |
| 20 | BARCLAYS PLC | 1.43M +1.3M (+1,231.1%) | 49.00M +45.5M (+1,311.4%) | 1.34% +1.235 pp | 0.01% +0.011 pp | USD34.27 +0.1% | 16 qtrs — |
| 21 | BANK OF AMERICA CORP /DE/ | 1.36M +7.8K (+0.6%) | 46.60M +8.2M (+21.3%) | 1.27% +0.005 pp | 0.00% +0.001 pp | USD32.78 +4.6% | 16 qtrs — |
| 22 | NUVEEN, LLC | 1.35M +197.9K (+17.1%) | 46.42M +13.5M (+41.2%) | 1.26% +0.183 pp | 0.01% +0.004 pp | USD31.49 +8.9% | 4 qtrs — |
| 23 | SOLEL PARTNERS LP | 1.27M +526.3K (+70.6%) | 43.62M +22.4M (+105.6%) | 1.19% +0.490 pp | 7.06% +2.975 pp | USD30.86 +11.1% | 2 qtrs — |
| 24 | SQUAREPOINT OPS LLC | 1.26M +424.1K (+51.0%) | 43.07M +19.4M (+82.0%) | 1.17% +0.395 pp | 0.05% +0.022 pp | USD30.38 +12.9% | 9 qtrs — |
| 25 | STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 1.23M +98.9K (+8.7%) | 42.28M +10.0M (+31.1%) | 1.15% +0.090 pp | 0.55% +0.133 pp | USD32.33 +6.1% | 6 qtrs — |
| 26 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 937.0K +31.5K (+3.5%) | 32.13M +6.4M (+24.8%) | 0.88% +0.028 pp | 0.48% +0.116 pp | USD28.46 +20.5% | 3 qtrs — |
| 27 | GOLDMAN SACHS GROUP INC | 934.5K +90.6K (+10.7%) | 32.04M +8.0M (+33.5%) | 0.87% +0.083 pp | 0.00% +0.001 pp | USD33.43 +2.6% | 17 qtrs — |
| 28 | PRICE T ROWE ASSOCIATES INC /MD/ | 802.7K +549.4K (+216.9%) | 27.53M +20.3M (+282.1%) | 0.75% +0.513 pp | 0.00% +0.002 pp | USD36.92 -7.1% | 17 qtrs — |
| 29 | NORTHERN TRUST CORP | 751.9K -254.0 (0.0%) | 25.78M +4.4M (+20.5%) | 0.70% -0.002 pp | 0.00% +0.001 pp | USD39.46 -13.1% | 16 qtrs — |
| 30 | KETTLE HILL CAPITAL MANAGEMENT, LLC | 747.7K +747.7K (+100.0%) | 25.64M +25.6M (+100.0%) | 0.70% +0.699 pp | 5.72% +5.719 pp | USD34.29 +0.0% | 1 qtrs NEW |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 721.5K +45.7K (+6.8%) | 24.74M +5.5M (+28.7%) | 0.67% +0.041 pp | 0.00% +0.001 pp | USD37.79 -9.3% | 16 qtrs — |
| 32 | MARSHALL WACE, LLP | 704.6K -264.5K (-27.3%) | 24.16M -3.4M (-12.3%) | 0.66% -0.249 pp | 0.02% -0.006 pp | USD34.15 +0.4% | 9 qtrs — |
| 33 | DEUTSCHE BANK AG\ | 654.8K -992.4K (-60.2%) | 22.45M -24.4M (-52.1%) | 0.61% -0.931 pp | 0.01% -0.008 pp | USD46.27 -25.9% | 14 qtrs — |
| 34 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 651.0K +651.0K (+100.0%) | 22.32M +22.3M (+100.0%) | 0.61% +0.608 pp | 0.46% +0.464 pp | USD34.29 +0.0% | 1 qtrs NEW |
| 35 | AMERIPRISE FINANCIAL INC | 622.6K +156.0K (+33.4%) | 21.35M +8.1M (+60.9%) | 0.58% +0.145 pp | 0.00% +0.002 pp | USD37.00 -7.3% | 10 qtrs — |
| 36 | ENGINEERS GATE MANAGER LP | 545.6K +321.6K (+143.6%) | 18.71M +12.3M (+193.7%) | 0.51% +0.300 pp | 0.22% +0.149 pp | USD34.11 +0.5% | 9 qtrs — |
| 37 | MORGAN STANLEY | 460.9K -548.7K (-54.3%) | 15.80M -12.9M (-45.0%) | 0.43% -0.515 pp | 0.00% -0.001 pp | USD37.23 -7.9% | 17 qtrs — |
| 38 | CANADA PENSION PLAN INVESTMENT BOARD | 455.5K +9.1K (+2.0%) | 15.62M +2.9M (+23.0%) | 0.43% +0.008 pp | 0.01% +0.002 pp | USD29.83 +15.0% | 7 qtrs — |
| 39 | PICTON MAHONEY ASSET MANAGEMENT | 440.4K +415.8K (+1,692.7%) | 15.10M +14.4M (+2,063.6%) | 0.41% +0.389 pp | 0.12% +0.111 pp | USD33.96 +1.0% | 2 qtrs — |
| 40 | FREESTONE GROVE PARTNERS LP | 434.1K -326.2K (-42.9%) | 14.89M -6.7M (-31.2%) | 0.41% -0.306 pp | 0.11% -0.054 pp | USD28.15 +21.8% | 3 qtrs — |
| 41 | BANK OF NEW YORK MELLON CORP | 427.7K +16.1K (+3.9%) | 14.66M +3.0M (+25.3%) | 0.40% +0.014 pp | 0.00% +0.000 pp | USD37.42 -8.4% | 16 qtrs — |
| 42 | GLENMEDE TRUST CO NA | 394.7K +394.7K (+100.0%) | 13.53M +13.5M (+100.0%) | 0.37% +0.369 pp | 0.06% +0.064 pp | USD34.29 +0.0% | 1 qtrs NEW |
| 43 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 346.8K +346.8K (+100.0%) | 11.89M +11.9M (+100.0%) | 0.32% +0.324 pp | 0.02% +0.020 pp | USD34.29 +0.0% | 1 qtrs NEW |
| 44 | WALLEYE CAPITAL LLC | 330.4K +202.6K (+158.6%) | 11.33M +7.7M (+211.8%) | 0.31% +0.189 pp | 0.03% +0.021 pp | USD32.03 +7.1% | 11 qtrs — |
| 45 | TREXQUANT INVESTMENT LP | 322.5K +154.4K (+91.9%) | 11.06M +6.3M (+131.3%) | 0.30% +0.144 pp | 0.10% +0.049 pp | USD31.24 +9.8% | 11 qtrs — |
| 46 | VERITION FUND MANAGEMENT LLC | 306.7K +69.7K (+29.4%) | 10.52M +3.8M (+56.1%) | 0.29% +0.065 pp | 0.04% +0.014 pp | USD33.59 +2.1% | 8 qtrs — |
| 47 | JACOBS LEVY EQUITY MANAGEMENT, INC | 304.2K -17.4K (-5.4%) | 10.43M +1.3M (+14.0%) | 0.28% -0.017 pp | 0.04% +0.004 pp | USD28.44 +20.6% | 2 qtrs — |
| 48 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 298.4K +276.2K (+1,241.9%) | 10.23M +9.6M (+1,518.0%) | 0.28% +0.258 pp | 0.03% +0.025 pp | USD34.66 -1.1% | 7 qtrs — |
| 49 | SCOPIA CAPITAL MANAGEMENT LP | 293.4K -395.5K (-57.4%) | 10.06M -9.5M (-48.7%) | 0.27% -0.371 pp | 2.08% -0.385 pp | USD28.44 +20.6% | 2 qtrs — |
| 50 | G2 INVESTMENT PARTNERS MANAGEMENT LLC | 290.2K +290.2K (+100.0%) | 9.95M +10.0M (+100.0%) | 0.27% +0.271 pp | 2.37% +2.366 pp | USD34.29 +0.0% | 1 qtrs NEW |
| 51 | SCHONFELD STRATEGIC ADVISORS LLC | 290.1K -72.2K (-19.9%) | 9.95M -355.0K (-3.4%) | 0.27% -0.068 pp | 0.04% -0.015 pp | USD28.44 +20.6% | 2 qtrs — |
| 52 | SG AMERICAS SECURITIES, LLC | 289.8K +284.5K (+5,412.5%) | 9.94M +9.8M (+6,524.7%) | 0.27% +0.266 pp | 0.01% +0.012 pp | USD34.25 +0.1% | 13 qtrs — |
| 53 | AQR CAPITAL MANAGEMENT LLC | 278.8K +104.8K (+60.2%) | 9.56M +4.6M (+93.2%) | 0.26% +0.098 pp | 0.01% +0.002 pp | USD32.11 +6.8% | 9 qtrs — |
| 54 | IEQ CAPITAL, LLC | 274.3K +4.6K (+1.7%) | 9.41M +1.7M (+22.6%) | 0.26% +0.004 pp | 0.03% +0.005 pp | USD46.90 -26.9% | 14 qtrs — |
| 55 | CIBC PRIVATE WEALTH GROUP, LLC | 239.4K +52.6K (+28.2%) | 8.21M +2.9M (+54.5%) | 0.22% +0.049 pp | 0.01% +0.005 pp | USD35.79 -4.2% | 15 qtrs — |
| 56 | PEREGRINE CAPITAL MANAGEMENT LLC | 231.5K -3.2K (-1.4%) | 7.94M +1.3M (+18.9%) | 0.22% -0.003 pp | 0.24% +0.043 pp | USD38.10 -10.0% | 7 qtrs — |
| 57 | ACADIAN ASSET MANAGEMENT LLC | 231.0K +210.5K (+1,026.6%) | 7.91M +7.3M (+1,266.5%) | 0.22% +0.197 pp | 0.01% +0.012 pp | USD33.76 +1.6% | 11 qtrs — |
| 58 | ARCHON CAPITAL MANAGEMENT LLC | 224.4K -40.0K (-15.1%) | 7.70M +175.4K (+2.3%) | 0.21% -0.038 pp | 4.38% -0.100 pp | USD28.38 +20.8% | 3 qtrs — |
| 59 | FIRST WASHINGTON CORP | 223.0K +223.0K (+100.0%) | 7.65M +7.6M (+100.0%) | 0.21% +0.208 pp | 1.98% +1.981 pp | USD34.29 +0.0% | 1 qtrs NEW |
| 60 | KING LUTHER CAPITAL MANAGEMENT CORP | 214.9K +13.7K (+6.8%) | 7.37M +1.6M (+28.8%) | 0.20% +0.012 pp | 0.03% +0.006 pp | USD35.61 -3.7% | 7 qtrs — |
| 61 | UBS ASSET MANAGEMENT AMERICAS INC | 197.4K +10.5K (+5.6%) | 6.77M +1.5M (+27.3%) | 0.18% +0.009 pp | 0.00% +0.000 pp | USD38.15 -10.1% | 15 qtrs — |
| 62 | STATE OF WISCONSIN INVESTMENT BOARD | 187.6K +10.6K (+6.0%) | 6.43M +1.4M (+27.8%) | 0.18% +0.010 pp | 0.01% +0.003 pp | USD50.48 -32.1% | 10 qtrs — |
| 63 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 100.1K +100.1K (+232,716.3%) | 6.31M +6.3M (+515,691.0%) | 0.09% +0.094 pp | 0.00% +0.004 pp | USD34.29 +0.0% | 2 qtrs — |
| 64 | WELLS FARGO & COMPANY/MN | 181.5K +128.5K (+242.4%) | 6.22M +4.7M (+312.8%) | 0.17% +0.120 pp | 0.00% +0.001 pp | USD36.69 -6.5% | 17 qtrs — |
| 65 | RUSSELL INVESTMENTS GROUP, LTD. | 178.9K -3.9K (-2.2%) | 6.14M +936.4K (+18.0%) | 0.17% -0.004 pp | 0.01% +0.001 pp | USD28.45 +20.5% | 15 qtrs — |
| 66 | JANE STREET GROUP, LLC | 172.2K +76.6K (+80.1%) | 5.90M +3.2M (+117.2%) | 0.16% +0.071 pp | 0.00% +0.001 pp | USD32.02 +7.1% | 6 qtrs — |
| 67 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 159.1K +159.1K (+100.0%) | 5.46M +5.5M (+100.0%) | 0.15% +0.149 pp | 0.19% +0.186 pp | USD34.29 +0.0% | 1 qtrs NEW |
| 68 | SEI INVESTMENTS CO | 157.4K +76.8K (+95.3%) | 5.40M +3.1M (+135.5%) | 0.15% +0.072 pp | 0.01% +0.003 pp | USD34.75 -1.3% | 11 qtrs — |
| 69 | SWISS NATIONAL BANK | 156.4K +13.9K (+9.8%) | 5.36M +1.3M (+32.3%) | 0.15% +0.013 pp | 0.00% +0.001 pp | USD38.06 -9.9% | 15 qtrs — |
| 70 | BULLSEYE ASSET MANAGEMENT LLC | 152.6K +75.0K (+96.6%) | 5.23M +3.0M (+137.1%) | 0.14% +0.070 pp | 2.82% +1.664 pp | USD32.90 +4.2% | 15 qtrs — |
| 71 | VICTORY CAPITAL MANAGEMENT INC | 147.5K -77.3K (-34.4%) | 5.06M -1.3M (-20.9%) | 0.14% -0.073 pp | 0.00% -0.001 pp | USD38.12 -10.0% | 14 qtrs — |
| 72 | HERALD INVESTMENT MANAGEMENT LTD | 125.0K +125.0K (+100.0%) | 4.29M +4.3M (+100.0%) | 0.12% +0.117 pp | 0.56% +0.560 pp | USD34.29 +0.0% | 1 qtrs NEW |
| 73 | PANORAMIC CAPITAL, LLC | 124.7K +64.7K (+107.8%) | 4.27M +2.6M (+150.5%) | 0.12% +0.060 pp | 2.29% +1.527 pp | USD31.47 +9.0% | 2 qtrs — |
| 74 | SCALAR GAUGE MANAGEMENT, LLC | 124.0K +124.0K (+100.0%) | 4.25M +4.3M (+100.0%) | 0.12% +0.116 pp | 2.81% +2.805 pp | USD34.29 +0.0% | 1 qtrs NEW |
| 75 | RENAISSANCE TECHNOLOGIES LLC | 119.4K +119.4K (+100.0%) | 4.09M +4.1M (+100.0%) | 0.11% +0.112 pp | 0.01% +0.006 pp | USD34.29 +0.0% | 10 qtrs — |
| 76 | LISANTI CAPITAL GROWTH, LLC | 119.0K +119.0K (+100.0%) | 4.08M +4.1M (+100.0%) | 0.11% +0.111 pp | 0.97% +0.967 pp | USD34.29 +0.0% | 1 qtrs NEW |
| 77 | PRINCIPAL FINANCIAL GROUP INC | 108.8K +108.8K (+100.0%) | 3.73M +3.7M (+100.0%) | 0.10% +0.102 pp | 0.00% +0.002 pp | USD34.29 +0.0% | 1 qtrs NEW |
| 78 | RHUMBLINE ADVISERS | 102.5K -10.1K (-9.0%) | 3.51M +311.5K (+9.7%) | 0.10% -0.010 pp | 0.00% +0.000 pp | USD39.95 -14.2% | 11 qtrs — |
| 79 | VESTCOR INC | 100.0K +25.0K (+33.3%) | 3.43M +1.3M (+60.8%) | 0.09% +0.023 pp | 0.10% +0.034 pp | USD31.77 +7.9% | 6 qtrs — |
| 80 | INVESCO LTD. | 97.5K +8.5K (+9.5%) | 3.34M +811.9K (+32.1%) | 0.09% +0.008 pp | 0.00% +0.000 pp | USD37.29 -8.0% | 12 qtrs — |
| 81 | WALLEYE TRADING LLC | 94.1K +91.5K (+3,519.2%) | 3.23M +3.2M (+4,263.7%) | 0.09% +0.086 pp | 0.00% +0.005 pp | USD34.48 -0.6% | 11 qtrs — |
| 82 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 92.8K +72.7K (+361.0%) | 3.18M +2.6M (+455.8%) | 0.09% +0.068 pp | 0.00% +0.000 pp | USD34.86 -1.6% | 12 qtrs — |
| 83 | BOOTHBAY FUND MANAGEMENT, LLC | 92.2K +19.4K (+26.6%) | 3.16M +1.1M (+52.7%) | 0.09% +0.018 pp | 0.05% +0.017 pp | USD29.67 +15.6% | 2 qtrs — |
| 84 | RAYMOND JAMES FINANCIAL INC | 86.4K +33.7K (+64.0%) | 2.96M +1.5M (+97.7%) | 0.08% +0.031 pp | 0.00% +0.000 pp | USD35.19 -2.6% | 5 qtrs — |
| 85 | LEGAL & GENERAL GROUP PLC | 85.7K +3.7K (+4.5%) | 2.94M +606.1K (+26.0%) | 0.08% +0.003 pp | 0.00% +0.000 pp | USD39.27 -12.7% | 15 qtrs — |
| 86 | CRESSET ASSET MANAGEMENT, LLC | 80.9K +— (+0.0%) | 2.77M +473.3K (+20.6%) | 0.08% 0.000 pp | 0.01% +0.002 pp | USD39.64 -13.5% | 7 qtrs — |
| 87 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 75.9K +5.6K (+7.9%) | 2.60M +602.0K (+30.1%) | 0.07% +0.005 pp | 0.00% +0.001 pp | USD39.02 -12.1% | 15 qtrs — |
| 88 | HEADLANDS TECHNOLOGIES LLC | 75.1K +24.4K (+48.2%) | 2.57M +1.1M (+78.7%) | 0.07% +0.023 pp | 0.21% +0.100 pp | USD30.22 +13.5% | 3 qtrs — |
| 89 | NEXPOINT ASSET MANAGEMENT, L.P. | 75.0K +32.9K (+78.1%) | 2.57M +1.4M (+114.8%) | 0.07% +0.031 pp | 0.18% +0.075 pp | USD31.01 +10.6% | 2 qtrs — |
| 90 | TWINBEECH CAPITAL LP | 72.8K +61.6K (+548.7%) | 2.50M +2.2M (+682.2%) | 0.07% +0.058 pp | 0.18% +0.165 pp | USD33.39 +2.7% | 2 qtrs — |
| 91 | LOS ANGELES CAPITAL MANAGEMENT LLC | 90.2K +71.3K (+376.6%) | 2.48M +1.9M (+361.3%) | 0.08% +0.067 pp | 0.01% +0.007 pp | USD33.06 +3.7% | 2 qtrs — |
| 92 | OSTERWEIS CAPITAL MANAGEMENT INC | 69.3K +69.3K (+100.0%) | 2.38M +2.4M (+100.0%) | 0.06% +0.065 pp | 0.10% +0.101 pp | USD34.29 +0.0% | 1 qtrs NEW |
| 93 | HARBOR CAPITAL ADVISORS, INC. | 66.2K +3.2K (+5.0%) | 2.27M +478.0K (+26.7%) | 0.06% +0.003 pp | 0.18% +0.037 pp | USD36.39 -5.8% | 11 qtrs — |
| 94 | PATHWAY CAPITAL MANAGEMENT, LP | 64.4K +64.4K (+100.0%) | 2.21M +2.2M (+100.0%) | 0.06% +0.060 pp | 28.33% +28.326 pp | USD34.29 +0.0% | 3 qtrs — |
| 95 | CINCTIVE CAPITAL MANAGEMENT LP | 63.7K +63.7K (+100.0%) | 2.18M +2.2M (+100.0%) | 0.06% +0.060 pp | 0.12% +0.118 pp | USD34.29 +0.0% | 1 qtrs NEW |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.58
Bullish
Ratio by volume
1.64
Bullish
Buys
30
Sells
19
Shares acquired
10.05M
Shares disposed
6.13M
Cash buys
—
Cash sales
7.00
Net activity
+3,914,871
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | Wiseman Susan | Officer | F-InKind | D | Class A Common Stock | 10,951 | 20.87 | 228.5K | 198,473 | D | ↗ |
| 2026-05-15 | Winkles Isabelle | Officer | F-InKind | D | Class A Common Stock | 33,309 | 20.87 | 695.2K | 429,209 | D | ↗ |
| 2026-05-15 | McDonnell Edward M. | Officer | F-InKind | D | Class A Common Stock | 4,376 | 20.87 | 91.3K | 532,332 | D | ↗ |
| 2026-05-15 | Malik Pankaj | Officer | F-InKind | D | Class A Common Stock | 2,121 | 20.87 | 44.3K | 88,856 | D | ↗ |
| 2026-05-15 | Malik Astha | Officer | F-InKind | D | Class A Common Stock | 30,263 | 20.87 | 631.6K | 363,234 | D | ↗ |
| 2026-05-15 | Magnuson William | Director / Officer | F-InKind | D | Class A Common Stock | 70,837 | 20.87 | 1.48M | 4,890,781 | D | ↗ |
| 2026-05-15 | Hyman Jonathan | Officer | F-InKind | D | Class A Common Stock | 21,402 | 20.87 | 446.7K | 1,817,227 | D | ↗ |
| 2026-04-09 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 35,000 | 20.29 | 710.2K | 209,424 | D | ↗ |
| 2026-04-06 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 8,274 | 23.31 | 192.9K | 462,518 | D | ↗ |
| 2026-03-18 | Wiseman Susan | Officer | A-Award | A | Class A Common Stock | 34,560 | 0.00 | — | 244,424 | D | ↗ |
| 2026-03-18 | Winkles Isabelle | Officer | A-Award | A | Class A Common Stock | 84,484 | 0.00 | — | 335,612 | D | ↗ |
| 2026-03-18 | McDonnell Edward M. | Officer | A-Award | A | Class A Common Stock | 102,854 | 0.00 | — | 536,708 | D | ↗ |
| 2026-03-18 | Malik Pankaj | Officer | A-Award | A | Class A Common Stock | 40,298 | 0.00 | — | 90,977 | D | ↗ |
| 2026-03-18 | Malik Astha | Officer | A-Award | A | Class A Common Stock | 70,660 | 0.00 | — | 275,949 | D | ↗ |
| 2026-03-18 | Magnuson William | Director / Officer | A-Award | A | Class A Common Stock | 293,870 | 0.00 | — | 4,961,618 | D | ↗ |
| 2026-03-18 | Hyman Jonathan | Officer | A-Award | A | Class A Common Stock | 56,066 | 0.00 | — | 1,748,999 | D | ↗ |
| 2026-02-19 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 4,167 | 17.03 | 71.0K | 209,864 | D | ↗ |
| 2026-02-18 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 5,763 | 16.93 | 97.6K | 214,031 | D | ↗ |
| 2026-02-18 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 12,532 | 16.93 | 212.2K | 251,128 | D | ↗ |
| 2026-02-18 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 2,893 | 16.93 | 49.0K | 50,679 | D | ↗ |
| 2026-02-18 | Malik Astha | Officer | S-Sale | D | Class A Common Stock | 14,049 | 16.93 | 237.8K | 205,289 | D | ↗ |
| 2026-02-18 | Magnuson William | Director / Officer | S-Sale | D | Class A Common Stock | 26,413 | 16.93 | 447.2K | 4,491,098 | D | ↗ |
| 2026-02-18 | Hyman Jonathan | Officer | S-Sale | D | Class A Common Stock | 7,391 | 16.93 | 125.1K | 1,692,933 | D | ↗ |
| 2026-01-30 | Wiseman Susan | Officer | J-Other | A | Stock Option (Right to Buy) | 37,000 | 35.01 | 1.30M | 37,000 | D | ↗ |
| 2026-01-30 | Winkles Isabelle | Officer | J-Other | D | Stock Option (Right to Buy) | 40,000 | 35.01 | 1.40M | 0 | D | ↗ |
| 2026-01-30 | Magnuson William | Director / Officer | C-Conversion | D | Class B Common Stock | 3,822,765 | 0.00 | — | 0 | D | ↗ |
| 2026-01-30 | Levy Tara Walpert | Director | C-Conversion | A | Class A Common Stock | 62,562 | 0.00 | — | 62,562 | I | ↗ |
| 2026-01-30 | Hyman Jonathan | Officer | C-Conversion | A | Class A Common Stock | 71,436 | 0.00 | — | 71,436 | I | ↗ |
| 2026-01-30 | FERNANDEZ PHILLIP M | Director | J-Other | A | Stock Option (Right to Buy) | 145,692 | 3.83 | 558.0K | 145,692 | D | ↗ |
| 2026-01-30 | Agrawal Neeraj | Director | C-Conversion | A | Class A Common Stock | 1,141,717 | 0.00 | — | 2,537,467 | I | ↗ |
| 2025-12-17 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 5,540 | 35.76 | 198.1K | 53,572 | D | ↗ |
| 2025-12-08 | Agrawal Neeraj | Director | C-Conversion | A | Class A Common Stock | 267,977 | 0.00 | — | 268,601 | I | ↗ |
| 2025-11-20 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 3,248 | 27.35 | 88.8K | 221,002 | D | ↗ |
| 2025-11-18 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 5,474 | 26.64 | 145.8K | 224,250 | D | ↗ |
| 2025-11-18 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 12,422 | 26.64 | 330.9K | 263,660 | D | ↗ |
| 2025-11-18 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 3,644 | 26.64 | 97.1K | 59,112 | D | ↗ |
| 2025-11-18 | Malik Astha | Officer | S-Sale | D | Class A Common Stock | 14,322 | 26.64 | 381.5K | 219,338 | D | ↗ |
| 2025-11-18 | Magnuson William | Director / Officer | S-Sale | D | Class A Common Stock | 26,698 | 26.64 | 711.2K | 694,746 | D | ↗ |
| 2025-11-18 | Hyman Jonathan | Officer | S-Sale | D | Class A Common Stock | 9,789 | 26.64 | 260.8K | 195,317 | D | ↗ |
| 2025-09-30 | Agrawal Neeraj | Director | C-Conversion | D | Class B Common Stock | 87,496 | 0.00 | — | 267,977 | I | ↗ |
| 2025-09-18 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 4,174 | 32.77 | 136.8K | 62,756 | D | ↗ |
| 2025-09-05 | Malik Astha | Officer | S-Sale | D | Class A Common Stock | 3,270 | 32.51 | 106.3K | 233,660 | D | ↗ |
| 2025-09-04 | Winkles Isabelle | Officer | C-Conversion | A | Class A Common Stock | 8,532 | 0.00 | — | 276,082 | D | ↗ |
| 2025-08-20 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 4,943 | 25.14 | 124.3K | 229,724 | D | ↗ |
| 2025-08-19 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 4,988 | 25.94 | 129.4K | 234,667 | D | ↗ |
| 2025-08-19 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 11,316 | 25.94 | 293.5K | 267,550 | D | ↗ |
| 2025-08-19 | McDonnell Edward M. | Officer | A-Award | A | Class A Common Stock | 433,854 | 0.00 | — | 433,854 | D | ↗ |
| 2025-08-19 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 2,344 | 25.94 | 60.8K | 66,930 | D | ↗ |
| 2025-08-19 | Malik Astha | Officer | S-Sale | D | Class A Common Stock | 13,049 | 25.94 | 338.5K | 236,930 | D | ↗ |
| 2025-08-19 | Magnuson William | Director / Officer | S-Sale | D | Class A Common Stock | 24,325 | 25.94 | 631.0K | 721,444 | D | ↗ |
| 2025-08-19 | Hyman Jonathan | Officer | S-Sale | D | Class A Common Stock | 8,918 | 25.94 | 231.3K | 205,106 | D | ↗ |
| 2025-08-15 | Hyman Jonathan | Officer | M-Exempt | A | Class B Common Stock | 116,879 | 0.00 | — | 1,522,879 | D | ↗ |
| 2025-07-28 | Malik Astha | Officer | S-Sale | D | Class A Common Stock | 9,001 | 30.01 | 270.1K | 249,979 | D | ↗ |
| 2025-07-14 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 4,786 | 27.08 | 129.6K | 239,655 | D | ↗ |
| 2025-07-11 | Magnuson William | Director / Officer | M-Exempt | A | Class B Common Stock | 547,901 | 0.00 | — | 3,822,765 | D | ↗ |
| 2025-07-07 | McDonnell Ed M. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-26 | Wassenaar Yvonne | Director | A-Award | A | Class A Common Stock | 5,033 | 0.00 | — | 10,760 | D | ↗ |
| 2025-06-26 | OBSTLER DAVID M | Director | A-Award | A | Class A Common Stock | 5,033 | 0.00 | — | 68,052 | D | ↗ |
| 2025-06-26 | Machado Fernando | Director | A-Award | A | Class A Common Stock | 5,033 | 0.00 | — | 13,970 | D | ↗ |
| 2025-06-26 | Levy Tara Walpert | Director | A-Award | A | Class A Common Stock | 5,033 | 0.00 | — | 94,240 | D | ↗ |
| 2025-06-26 | FERNANDEZ PHILLIP M | Director | A-Award | A | Class A Common Stock | 5,033 | 0.00 | — | 20,302 | D | ↗ |
| 2025-06-26 | Agrawal Neeraj | Director | A-Award | A | Class A Common Stock | 5,033 | 0.00 | — | 63,348 | D | ↗ |
| 2025-06-25 | Levy Tara Walpert | Director | M-Exempt | A | Class B Common Stock | 73,938 | 0.00 | — | 73,938 | D | ↗ |
| 2025-06-16 | Wiseman Susan | Officer | A-Award | A | Class A Common Stock | 585 | 24.89 | 14.6K | 244,441 | D | ↗ |
| 2025-06-16 | Winkles Isabelle | Officer | A-Award | A | Class A Common Stock | 585 | 24.89 | 14.6K | 278,866 | D | ↗ |
| 2025-06-16 | Malik Astha | Officer | A-Award | A | Class A Common Stock | 585 | 24.89 | 14.6K | 258,980 | D | ↗ |
| 2025-05-29 | Agrawal Neeraj | Director | C-Conversion | D | Class B Common Stock | 131,244 | 0.00 | — | 355,473 | I | ↗ |
| 2025-05-19 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 5,143 | 35.88 | 184.5K | 243,856 | D | ↗ |
| 2025-05-19 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 11,672 | 35.88 | 418.8K | 278,281 | D | ↗ |
| 2025-05-19 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 3,405 | 35.88 | 122.2K | 69,274 | D | ↗ |
| 2025-05-19 | Malik Astha | Officer | S-Sale | D | Class A Common Stock | 13,460 | 35.88 | 482.9K | 258,395 | D | ↗ |
| 2025-05-19 | Magnuson William | Director / Officer | S-Sale | D | Class A Common Stock | 25,089 | 35.88 | 900.2K | 745,769 | D | ↗ |
| 2025-05-19 | Kleeger Myles | Officer | S-Sale | D | Class A Common Stock | 9,189 | 35.88 | 329.7K | 159,693 | D | ↗ |
| 2025-05-19 | Hyman Jonathan | Officer | S-Sale | D | Class A Common Stock | 9,197 | 35.88 | 330.0K | 214,024 | D | ↗ |
| 2025-05-19 | Braze, Inc. | Officer | S-Sale | D | Class A Common Stock | 13,460 | 35.88 | 482.9K | 258,395 | D | ↗ |
| 2025-04-14 | Agrawal Neeraj | Director | J-Other | A | Class A Common Stock | 216,922 | 0.00 | — | 709,037 | I | ↗ |
| 2025-04-10 | Lee Roger H | 10% Owner | J-Other | D | Class A Common Stock | 313,500 | 0.00 | — | 18,485 | I | ↗ |
| 2025-04-10 | Battery Partners XI, LLC | 10% Owner | J-Other | A | Class A Common Stock | 369,104 | 0.00 | — | 369,104 | I | ↗ |
| 2025-04-10 | Agrawal Neeraj | Director | J-Other | D | Class A Common Stock | 267,300 | 0.00 | — | 15,764 | I | ↗ |
| 2025-04-08 | Agrawal Neeraj | Director / 10% Owner | J-Other | D | Class A Common Stock | 130,000 | 0.00 | — | 15,551 | D | ↗ |
| 2025-04-04 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 4,167 | 30.98 | 129.1K | 248,999 | D | ↗ |
| 2025-04-01 | Lee Roger H | 10% Owner | C-Conversion | D | Class B Common Stock | 1,210,511 | 0.00 | — | 2,244,625 | I | ↗ |
| 2025-04-01 | Battery Partners XI, LLC | 10% Owner | C-Conversion | D | Class B Common Stock | 54,000 | 0.00 | — | 100,137 | I | ↗ |
| 2025-04-01 | Agrawal Neeraj | Director | C-Conversion | A | Class A Common Stock | 262,489 | 0.00 | — | 283,064 | I | ↗ |
| 2025-03-28 | FERNANDEZ PHILLIP M | Director | C-Conversion | A | Class A Common Stock | 1,500 | 0.00 | — | 16,769 | D | ↗ |
| 2025-03-11 | Malik Astha | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 271,855 | D | ↗ |
| 2025-03-10 | Wiseman Susan | Officer | A-Award | A | Class A Common Stock | 40,322 | 0.00 | — | 222,431 | D | ↗ |
| 2025-03-10 | Winkles Isabelle | Officer | A-Award | A | Class A Common Stock | 98,566 | 0.00 | — | 289,953 | D | ↗ |
| 2025-03-10 | Malik Pankaj | Officer | A-Award | A | Class A Common Stock | 20,480 | 0.00 | — | 72,679 | D | ↗ |
| 2025-03-10 | Magnuson William | Director / Officer | A-Award | A | Class A Common Stock | 206,092 | 0.00 | — | 770,858 | D | ↗ |
| 2025-03-10 | Hyman Jonathan | Officer | M-Exempt | A | Class B Common Stock | 1,320 | 0.00 | — | 1,406,000 | D | ↗ |
| 2025-03-03 | Hyman Jonathan | Officer | M-Exempt | A | Class B Common Stock | 1,500 | 0.00 | — | 1,404,680 | D | ↗ |
| 2025-02-24 | Hyman Jonathan | Officer | M-Exempt | D | Stock Option (Right to Buy) | 2,500 | 3.46 | 8.7K | 119,699 | D | ↗ |
| 2025-02-20 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 1,931 | 39.58 | 76.4K | 183,664 | D | ↗ |
| 2025-02-20 | Kleeger Myles | Officer | S-Sale | D | Class A Common Stock | 3,594 | 39.53 | 142.1K | 173,653 | D | ↗ |
| 2025-02-18 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 3,925 | 40.82 | 160.2K | 185,595 | D | ↗ |
| 2025-02-18 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 8,398 | 40.82 | 342.8K | 191,387 | D | ↗ |
| 2025-02-18 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 2,585 | 40.82 | 105.5K | 52,199 | D | ↗ |
| 2025-02-18 | Magnuson William | Director / Officer | S-Sale | D | Class A Common Stock | 18,050 | 40.82 | 736.8K | 564,766 | D | ↗ |
| 2025-02-18 | Kleeger Myles | Officer | S-Sale | D | Class A Common Stock | 7,149 | 40.82 | 291.8K | 177,247 | D | ↗ |
| 2025-02-18 | Hyman Jonathan | Officer | S-Sale | D | Class A Common Stock | 5,210 | 40.82 | 212.7K | 157,810 | D | ↗ |
| 2025-02-18 | FERNANDEZ PHILLIP M | Director | M-Exempt | D | Stock Option (Right to Buy) | 1,500 | 3.83 | 5.7K | 147,192 | D | ↗ |
| 2025-01-27 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 10,000 | 47.22 | 472.2K | 189,520 | D | ↗ |
| 2025-01-15 | FERNANDEZ PHILLIP M | Director | M-Exempt | D | Stock Option (Right to Buy) | 1,500 | 3.83 | 5.7K | 148,692 | D | ↗ |
| 2025-01-06 | Wiseman Susan | Officer | M-Exempt | D | Stock Option (Right to Buy) | 8,000 | 3.46 | 27.7K | 15,735 | D | ↗ |
| 2025-01-06 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 3,700 | 45.77 | 169.3K | 54,784 | D | ↗ |
| 2025-01-06 | Kleeger Myles | Officer | M-Exempt | D | Stock Option (Right to Buy) | 10,000 | 1.64 | 16.4K | 31,449 | D | ↗ |
| 2024-12-31 | MCG7 Capital Inc. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-18 | Wiseman Susan | Officer | C-Conversion | A | Class A Common Stock | 41,210 | 0.00 | — | 240,730 | D | ↗ |
| 2024-12-18 | Kleeger Myles | Officer | M-Exempt | A | Class B Common Stock | 37,900 | 0.00 | — | 961,727 | D | ↗ |
| 2024-12-16 | Wiseman Susan | Officer | M-Exempt | A | Class B Common Stock | 800 | 0.00 | — | 800 | D | ↗ |
| 2024-12-16 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 3,356 | 43.35 | 145.5K | 59,784 | D | ↗ |
| 2024-12-16 | Kleeger Myles | Officer | M-Exempt | D | Stock Option (Right to Buy) | 2,100 | 1.64 | 3.4K | 79,349 | D | ↗ |
| 2024-12-13 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 3,955 | 41.41 | 163.8K | 63,140 | D | ↗ |
| 2024-12-13 | FERNANDEZ PHILLIP M | Director | M-Exempt | A | Class B Common Stock | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2024-12-02 | Winkles Isabelle | Officer | C-Conversion | A | Class A Common Stock | 4,500 | 0.00 | — | 204,285 | D | ↗ |
| 2024-11-20 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 3,557 | 36.02 | 128.1K | 199,520 | D | ↗ |
| 2024-11-20 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 4,094 | 36.01 | 147.4K | 199,785 | D | ↗ |
| 2024-11-20 | Kleeger Myles | Officer | S-Sale | D | Class A Common Stock | 6,342 | 36.03 | 228.5K | 184,396 | D | ↗ |
| 2024-11-18 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 3,853 | 34.45 | 132.7K | 203,077 | D | ↗ |
| 2024-11-18 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 8,248 | 34.45 | 284.1K | 203,879 | D | ↗ |
| 2024-11-18 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 3,432 | 34.45 | 118.2K | 67,095 | D | ↗ |
| 2024-11-18 | Magnuson William | Director / Officer | S-Sale | D | Class A Common Stock | 17,933 | 34.45 | 617.8K | 582,816 | D | ↗ |
| 2024-11-18 | Kleeger Myles | Officer | S-Sale | D | Class A Common Stock | 9,225 | 34.45 | 317.8K | 190,738 | D | ↗ |
| 2024-11-18 | Hyman Jonathan | Officer | S-Sale | D | Class A Common Stock | 6,930 | 34.45 | 238.7K | 163,020 | D | ↗ |
| 2024-11-13 | MCG7 Capital Inc. | 10% Owner | C-Conversion | A | Class A Common Stock | 4,278,960 | 0.00 | 427.90 | 8,634,408 | I | ↗ |
| 2024-11-01 | Winkles Isabelle | Officer | M-Exempt | D | Stock Option (Right to Buy) | 4,500 | 4.88 | 22.0K | 86,671 | D | ↗ |
| 2024-10-15 | Battery Partners XI, LLC | 10% Owner | J-Other | D | Class A Common Stock | 133,649 | 0.00 | — | 20,575 | I | ↗ |
| 2024-10-11 | Lee Roger H | 10% Owner | S-Sale | D | Class A Common Stock | 56,830 | 30.27 | 1.72M | 56,830 | D | ↗ |
| 2024-10-07 | Machado Fernando | Director | S-Sale | D | Class A Common Stock | 1,377 | 30.65 | 42.2K | 8,937 | D | ↗ |
| 2024-10-02 | Battery Partners XI, LLC | 10% Owner | J-Other | D | Class A Common Stock | 616,351 | 0.00 | — | 711,224 | I | ↗ |
| 2024-10-01 | Winkles Isabelle | Officer | C-Conversion | A | Class A Common Stock | 4,500 | 0.00 | — | 220,708 | D | ↗ |
| 2024-09-10 | Hyman Jonathan | Officer | G-Gift | D | Class B Common Stock | 25,000 | 0.00 | — | 1,400,680 | — | ↗ |
| 2024-09-09 | ICONIQ Strategic Partners III, L.P. | 10% Owner | J-Other | D | Class A Common Stock | 774,841 | 0.00 | — | 729,684 | — | ↗ |
| 2024-09-06 | Hyman Jonathan | Officer | M-Exempt | A | Class B Common Stock | 1,000 | 0.00 | — | 1,425,680 | — | ↗ |
| 2024-09-05 | Wiseman Susan | Officer | M-Exempt | D | Stock Option (Right to Buy) | 3,447 | 35.01 | 120.7K | 63,000 | — | ↗ |
| 2024-09-03 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 8,553 | 44.31 | 379.0K | 206,930 | — | ↗ |
| 2024-09-03 | Winkles Isabelle | Officer | C-Conversion | A | Class A Common Stock | 4,500 | 0.00 | — | 220,708 | — | ↗ |
| 2024-08-26 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 10,000 | 45.15 | 451.5K | 216,208 | — | ↗ |
| 2024-08-26 | Kleeger Myles | Officer | M-Exempt | A | Class B Common Stock | 50,000 | 0.00 | — | 973,827 | — | ↗ |
| 2024-08-20 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 3,577 | 43.58 | 155.9K | 206,930 | — | ↗ |
| 2024-08-20 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 4,121 | 43.58 | 179.6K | 226,208 | — | ↗ |
| 2024-08-20 | Kleeger Myles | Officer | S-Sale | D | Class A Common Stock | 6,377 | 43.58 | 277.9K | 199,963 | — | ↗ |
| 2024-08-19 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 1,971 | 43.62 | 86.0K | 230,329 | — | ↗ |
| 2024-08-16 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 3,833 | 41.37 | 158.6K | 210,507 | — | ↗ |
| 2024-08-16 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 8,207 | 41.37 | 339.5K | 234,420 | — | ↗ |
| 2024-08-16 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 2,453 | 41.37 | 101.5K | 70,527 | — | ↗ |
| 2024-08-16 | Magnuson William | Director / Officer | S-Sale | D | Class A Common Stock | 17,840 | 41.37 | 738.0K | 600,749 | — | ↗ |
| 2024-08-16 | Kleeger Myles | Officer | S-Sale | D | Class A Common Stock | 9,178 | 41.37 | 379.7K | 206,340 | — | ↗ |
| 2024-08-16 | Hyman Jonathan | Officer | S-Sale | D | Class A Common Stock | 6,895 | 41.37 | 285.2K | 169,950 | — | ↗ |
| 2024-08-01 | Wiseman Susan | Officer | C-Conversion | D | Class B Common Stock | 12,000 | 0.00 | — | 0 | — | ↗ |
| 2024-08-01 | Winkles Isabelle | Officer | C-Conversion | D | Class B Common Stock | 4,500 | 0.00 | — | 0 | — | ↗ |
| 2024-07-29 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 7,500 | 43.04 | 322.8K | 214,340 | — | ↗ |
| 2024-07-25 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 7,079 | 42.18 | 298.6K | 221,840 | — | ↗ |
| 2024-07-17 | Wiseman Susan | Officer | C-Conversion | D | Class B Common Stock | 4,000 | 0.00 | — | 0 | — | ↗ |
| 2024-07-16 | FERNANDEZ PHILLIP M | Director | C-Conversion | D | Class B Common Stock | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2024-07-15 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 1,381 | 41.12 | 56.8K | 72,980 | — | ↗ |
| 2024-07-15 | ICONIQ Strategic Partners III, L.P. | 10% Owner | J-Other | D | Class A Common Stock | 725,159 | 0.00 | — | 1,408,057 | — | ↗ |
| 2024-07-15 | FERNANDEZ PHILLIP M | Director | S-Sale | D | Class A Common Stock | 1,500 | 40.00 | 60.0K | 15,269 | — | ↗ |
| 2024-07-11 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 3,358 | 38.35 | 128.8K | 222,040 | — | ↗ |
| 2024-07-01 | Winkles Isabelle | Officer | C-Conversion | A | Class A Common Stock | 4,500 | 0.00 | — | 247,127 | — | ↗ |
| 2024-06-28 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 2,262 | 38.14 | 86.3K | 74,361 | — | ↗ |
| 2024-06-27 | Wassenaar Yvonne | Director | A-Award | A | Class A Common Stock | 288 | 0.00 | — | 5,727 | — | ↗ |
| 2024-06-27 | OBSTLER DAVID M | Director | A-Award | A | Class A Common Stock | 4,213 | 0.00 | — | 63,019 | — | ↗ |
| 2024-06-27 | Machado Fernando | Director | A-Award | A | Class A Common Stock | 4,213 | 0.00 | — | 10,314 | — | ↗ |
| 2024-06-27 | Levy Tara Walpert | Director | A-Award | A | Class A Common Stock | 4,213 | 0.00 | — | 15,269 | — | ↗ |
| 2024-06-27 | FERNANDEZ PHILLIP M | Director | A-Award | A | Class A Common Stock | 4,213 | 0.00 | — | 15,269 | — | ↗ |
| 2024-06-27 | Agrawal Neeraj | Director / 10% Owner | A-Award | A | Class A Common Stock | 4,213 | 0.00 | — | 52,649 | — | ↗ |
| 2024-06-21 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 2,618 | 35.23 | 92.2K | 76,623 | — | ↗ |
| 2024-06-21 | Hyman Jonathan | Officer | M-Exempt | A | Class B Common Stock | 1,000 | 0.00 | — | 1,424,680 | — | ↗ |
| 2024-06-14 | Wiseman Susan | Officer | A-Award | A | Class A Common Stock | 492 | 31.91 | 15.7K | 225,398 | — | ↗ |
| 2024-06-14 | Winkles Isabelle | Officer | A-Award | A | Class A Common Stock | 492 | 31.91 | 15.7K | 242,627 | — | ↗ |
| 2024-06-14 | ICONIQ Strategic Partners III, L.P. | 10% Owner | C-Conversion | A | Class A Common Stock | 740,362 | 0.00 | — | 2,133,216 | — | ↗ |
| 2024-06-10 | ICONIQ Strategic Partners III, L.P. | 10% Owner | J-Other | D | Class A Common Stock | 774,841 | 0.00 | — | 1,488,279 | — | ↗ |
| 2024-06-03 | Winkles Isabelle | Officer | C-Conversion | A | Class A Common Stock | 4,500 | 0.00 | — | 246,635 | — | ↗ |
| 2024-06-03 | Wassenaar Yvonne | Director | A-Award | A | Class A Common Stock | 5,439 | 0.00 | — | 5,439 | — | ↗ |
| 2024-05-30 | Hyman Jonathan | Officer | M-Exempt | A | Class B Common Stock | 1,000 | 0.00 | — | 1,423,680 | — | ↗ |
| 2024-05-20 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 4,096 | 42.68 | 174.8K | 242,135 | — | ↗ |
| 2024-05-20 | Kleeger Myles | Officer | S-Sale | D | Class A Common Stock | 6,344 | 42.68 | 270.8K | 215,518 | — | ↗ |
| 2024-05-17 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 19 | 42.11 | 800.09 | 224,906 | — | ↗ |
| 2024-05-17 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 39 | 42.11 | 1.6K | 250,437 | — | ↗ |
| 2024-05-17 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 12 | 42.11 | 505.32 | 79,241 | — | ↗ |
| 2024-05-17 | Magnuson William | Director / Officer | S-Sale | D | Class A Common Stock | 86 | 42.11 | 3.6K | 618,589 | — | ↗ |
| 2024-05-17 | Kleeger Myles | Officer | S-Sale | D | Class A Common Stock | 44 | 42.11 | 1.9K | 221,862 | — | ↗ |
| 2024-05-17 | Hyman Jonathan | Officer | S-Sale | D | Class A Common Stock | 30 | 42.11 | 1.3K | 176,845 | — | ↗ |
| 2024-05-16 | Wiseman Susan | Officer | S-Sale | D | Class A Common Stock | 3,833 | 41.76 | 160.1K | 224,925 | — | ↗ |
| 2024-05-16 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 8,205 | 41.76 | 342.6K | 250,476 | — | ↗ |
| 2024-05-16 | Malik Pankaj | Officer | S-Sale | D | Class A Common Stock | 2,746 | 41.76 | 114.7K | 79,253 | — | ↗ |
| 2024-05-16 | Magnuson William | Director / Officer | S-Sale | D | Class A Common Stock | 17,839 | 41.76 | 745.0K | 618,675 | — | ↗ |
| 2024-05-16 | Kleeger Myles | Officer | S-Sale | D | Class A Common Stock | 9,177 | 41.76 | 383.2K | 221,906 | — | ↗ |
| 2024-05-16 | Hyman Jonathan | Officer | S-Sale | D | Class A Common Stock | 6,383 | 41.76 | 266.6K | 176,875 | — | ↗ |
| 2024-05-15 | FERNANDEZ PHILLIP M | Director | M-Exempt | D | Stock Option (Right to Buy) | 1,500 | 3.83 | 5.7K | 163,192 | — | ↗ |
| 2024-05-03 | Hyman Jonathan | Officer | S-Sale | D | Class A Common Stock | 1,000 | 42.44 | 42.4K | 183,258 | — | ↗ |
| 2024-05-01 | Winkles Isabelle | Officer | C-Conversion | A | Class A Common Stock | 4,500 | 0.00 | — | 263,181 | — | ↗ |
| 2024-04-15 | Hyman Jonathan | Officer | M-Exempt | A | Class B Common Stock | 500 | 0.00 | — | 1,423,680 | — | ↗ |
| 2024-04-15 | FERNANDEZ PHILLIP M | Director | M-Exempt | D | Stock Option (Right to Buy) | 1,500 | 3.83 | 5.7K | 164,692 | — | ↗ |
| 2024-04-12 | Winkles Isabelle | Officer | S-Sale | D | Class A Common Stock | 18,152 | 42.12 | 764.6K | 260,529 | — | ↗ |
| 2024-04-12 | Pepper Douglas A | Director | J-Other | D | Class A Common Stock | 774,841 | 0.00 | — | 2,263,120 | — | ↗ |
| 2024-04-12 | Machado Fernando | Director | S-Sale | D | Class A Common Stock | 2,361 | 42.46 | 100.2K | 6,101 | — | ↗ |
| 2024-04-12 | ICONIQ Strategic Partners III, L.P. | 10% Owner | J-Other | D | Class A Common Stock | 725,159 | 0.00 | — | 2,118,013 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-78.1K
Shares Outstanding
111.78M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2026 | William Magnuson Chief Executive Officer | 580.0K | — | 12.78M | — | 868.8K | 5.3K | 14.23M | 89.78% | ↗ |
| 2 | 2026 | Edward McDonnell Chief Revenue Officer | 286.3K | — | 11.14M | — | 428.9K | 5.3K | 11.86M | 93.92% | ↗ |
| 3 | 2026 | Isabelle Winkles Chief Financial Officer | 457.0K | — | 6.11M | — | 513.8K | 5.3K | 7.09M | 86.23% | ↗ |
| 4 | 2026 | Astha Malik Chief Business Officer | 457.0K | — | 5.11M | — | 513.8K | 5.3K | 6.09M | 83.96% | ↗ |
| 5 | 2026 | Jonathan Hyman Chief Technology Officer | 426.0K | — | 4.06M | — | 414.9K | 5.3K | 4.90M | 82.73% | ↗ |
| 6 | 2025 | William Magnuson Chief Executive Officer | 560.0K | — | 9.98M | — | 501.5K | 5.4K | 11.05M | 90.34% | ↗ |
| 7 | 2025 | Isabelle Winkles Chief Financial Officer | 440.0K | — | 4.64M | — | 295.5K | 5.4K | 5.38M | 86.23% | ↗ |
| 8 | 2025 | Myles Kleeger President and Chief Customer Officer | 450.0K | — | 3.99M | — | 403.0K | 5.4K | 4.85M | 82.30% | ↗ |
| 9 | 2025 | Jonathan Hyman Chief Technology Officer | 410.0K | — | 3.14M | — | 239.1K | 5.4K | 3.80M | 82.77% | ↗ |
| 10 | 2025 | Susan Wiseman General Counsel and Secretary | 410.0K | — | 2.00M | — | 183.6K | 5.4K | 2.59M | 76.92% | ↗ |
| 11 | 2024 | William Magnuson Chief Executive Officer | 490.0K | — | 10.98M | — | 480.7K | 5.5K | 11.96M | 91.84% | ↗ |
| 12 | 2024 | Myles Kleeger President and Chief Customer Officer | 410.0K | — | 7.08M | — | 402.2K | 5.6K | 7.89M | 89.64% | ↗ |
| 13 | 2024 | Isabelle Winkles Chief Financial Officer | 425.0K | — | 5.02M | — | 250.2K | 5.4K | 5.70M | 88.06% | ↗ |
| 14 | 2024 | Jonathan Hyman Chief Technology Officer | 385.0K | — | 4.68M | — | 226.6K | 5.3K | 5.30M | 88.35% | ↗ |
| 15 | 2024 | Susan Wiseman General Counsel and Secretary | 365.0K | — | 2.75M | — | 179.5K | 5.4K | 3.30M | 83.36% | ↗ |
| 16 | 2023 | William Magnuson Chief Executive Officer | 450.0K | — | — | — | 211.5K | 5.3K | 666.8K | 0.00% | ↗ |
| 17 | 2023 | Myles Kleeger President and Chief Customer Officer | 360.0K | — | — | — | 169.2K | 5.3K | 534.5K | 0.00% | ↗ |
| 18 | 2023 | Isabelle Winkles Chief Financial Officer | 400.0K | — | — | — | 112.8K | 5.3K | 518.1K | 0.00% | ↗ |
| 19 | 2023 | Jonathan Hyman Chief Technology Officer | 370.0K | — | — | — | 104.3K | 5.3K | 479.6K | 0.00% | ↗ |
| 20 | 2023 | Susan Wiseman General Counsel and Secretary | 347.5K | — | — | — | 81.7K | 5.3K | 434.4K | 0.00% | ↗ |
| 21 | 2022 | William Magnuson Chief Executive Officer | 350.0K | — | — | 28.53M | 461.0K | 3.0K | 29.34M | 97.23% | ↗ |
| 22 | 2022 | Myles Kleeger President and Chief Customer Officer | 328.8K | — | — | 7.84M | 419.4K | 3.0K | 8.59M | 91.26% | ↗ |
| 23 | 2022 | Jonathan Hyman Chief Technology Officer | 307.5K | — | — | 7.84M | 257.1K | 3.0K | 8.41M | 93.25% | ↗ |
| 24 | 2022 | Isabelle Winkles Chief Financial Officer | 400.0K | — | — | 3.88M | 137.8K | 3.0K | 4.42M | 87.76% | ↗ |
| 25 | 2022 | Susan Wiseman General Counsel and Secretary | 316.0K | — | — | 2.66M | 189.2K | 3.0K | 3.17M | 83.96% | ↗ |
| 26 | 2021 | Isabelle Winkles Chief Financial Officer | 400.0K | — | — | 2.00M | 55.1K | 3.0K | 2.46M | 81.35% | ↗ |
| 27 | 2021 | Susan Wiseman General Counsel and Secretary | 290.0K | — | — | 439.2K | 138.0K | 3.0K | 870.2K | 50.47% | ↗ |
| 28 | 2021 | William Magnuson Chief Executive Officer | 315.0K | — | — | — | 307.4K | 3.0K | 625.4K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| William Magnuson | Co-Founder, Chairman, President & CEO | 1M | male |
| Astha Malik | Chief Business Officer | 976.1K | female |
| Isabelle Winkles | Chief Financial Officer | 976.1K | female |
| Edward McDonnell | Chief Revenue Officer | 924.9K | male |
| Jonathan Hyman | Co-Founder & Chief Technology Officer | 846.2K | male |
| Susan Wiseman | General Counsel & Corporate Secretary | 598.9K | female |
| Eric Sanders | Global Head of Sales | — | — |
| Priyanka Singh | Chief People Officer | — | female |
| Pankaj Malik | Chief Accounting Officer | — | male |
| Christopher L. Ferris | Head of Investor Relations | — | male |
| Kevin Wang | Chief Product Officer | — | male |
ESG Rating
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for BRZE
Short-term intention
Target Price Distribution
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