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Bit Digital, Inc. (BTBT)

USD1.65 +0.01 (+0.61%)
US NASDAQ Financial Services Financial - Capital Markets
Address 33 Irving Place 10003
New York City, NY, US
CEO Samir Tabar
IPO 2018-03-20
CIK 1710350 ISIN KYG1144A1058

Explore sections of this company profile

Description

Bit Digital, Inc., along with its subsidiary entities, primarily focuses on the business of mining bitcoin. Additionally, the firm undertakes treasury management operations. The company was established in 2017 and was previously known as Golden Bull Limited before rebranding to Bit Digital, Inc. in September 2020. Its corporate headquarters are situated in New York, New York.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD1.65 +0.01 (+0.61%)
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Volume Profile
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Liquidity & share structure
Average Volume
25M
Beta
4.03
Float Shares
320.37M
Free Float %
98.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-15.26% -3.48% +14.24% +5.56% -21.52% -4.50% -28.09% -23.84% -81.86% -60.93% -60.93%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (2 ratings, all time) Buy
Price Targets & DCF
Current price
1.65
Low 5.00 +203.0%
Consensus 6.00 +263.6%
Median 6.00 +263.6%
High 7.00 +324.2%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 5 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
5.00
+203.0%
All Time 7
5.00
+203.0%
Quality scores
Altman Z-Score
0.04
Distress
Piotroski F-Score
1 / 9
Weak
MOAT Score
1 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Capital Markets: +19.7%
    -30.7% Q1'26: +11.2% (vs Q1'25)
  • EPS growth Financial - Capital Markets: +35.3%
    -255.0% Q1'26: -40.6% (vs Q1'25)
  • FCF margin FCF growth · Financial - Capital Markets: +29.5%
    -280.1% Q1'26: -609,721.6% (vs Q1'25)
  • EBIT margin Financial - Capital Markets: +33.5%
    -49.9% Q1'26: -78.2% (vs Q1'25)
  • ROIC Financial - Capital Markets: +4.0%
    -12.3% Q1'26: 0.0% (vs Q1'25)
  • Share dilution Financial - Capital Markets: +0.0%
    +1,722.4% Q1'26: +79.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×
    -9.01× Q1'26: -9,090.06× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (3.96) × ERP
WACC = 98% × Ke + 3% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 1.65
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
96.08M
est: 108.70M (-11.6%)
32.30M
est: 32.45M (-0.5%)
44.92M
est: 86.85M (-48.3%)
163.76M
est: 107.53M (+52.3%)
113.56M
est: 112.93M (+0.6%)
148.98M
135.30M – 162.38M
+31.9% YoY
289.82M
277.36M – 301.27M
+94.5% YoY
373.80M
357.74M – 388.56M
+29.0% YoY
EBITDA
26.18M
est: 5.06M (+417.8%)
-11.06M
est: 1.51M (-832.8%)
-12.31M
est: -1.90M (-546.7%)
59.87M
est: -2.36M (+2,641.0%)
-14.89M
est: -2.47M (-501.8%)
-3.26M
-3.56M – -2.97M
-31.9% YoY
-6.35M
-6.60M – -6.08M
-94.5% YoY
-8.19M
-8.51M – -7.84M
-29.0% YoY
EBIT
13.07M
est: -26.91M (+148.6%)
-38.89M
est: -8.03M (-384.2%)
-26.74M
est: -31.08M (+14.0%)
27.56M
est: -38.48M (+171.6%)
-56.61M
est: -40.41M (-40.1%)
-53.32M
-58.11M – -48.42M
-31.9% YoY
-103.72M
-107.82M – -99.26M
-94.5% YoY
-133.77M
-139.06M – -128.03M
-29.0% YoY
Net Income
-1.01M
est: 79.24M (-101.3%)
-105.30M
est: -87.89M (-19.8%)
-13.89M
est: 696.63M (-102.0%)
28.31M
est: -52.66M (+153.8%)
-80.32M
est: 791.30M (-110.1%)
-812.33M
-1.08B – -541.55M
-202.7% YoY
-8.58M
-9.04M – -8.11M
+98.9% YoY
954.16M
900.86M – 1.00B
+11,226.2% YoY
SGA
39.15M
est: 45.83M (-14.6%)
22.98M
est: 13.68M (+68.0%)
27.67M
est: 12.42B (-99.8%)
41.51M
est: 15.38B (-99.7%)
80.96B
est: 16.15B (+401.4%)
21.30B
19.35B – 23.22B
+31.9% YoY
41.44B
39.66B – 43.08B
+94.5% YoY
53.45B
51.15B – 55.56B
+29.0% YoY
EPS
-0.02
est: 0.56 (-103.6%)
-1.34
est: -0.67 (-100.0%)
-0.16
est: 0.27 (-159.1%)
0.20
est: -0.05 (+500.0%)
-0.31
est: 0.33 (-193.4%)
-0.28
-0.42 – -0.21
-184.3% YoY
0.00
0.00 – 0.00
+98.8% YoY
0.37
0.35 – 0.39
+11,201.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-13 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-12 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-11 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-08 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-07 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-06 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-05 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-04 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-01 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-04-30 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-04-29 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-04-28 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-04-27 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-24 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-23 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-22 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-21 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-20 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-17 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-16 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-15 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-663.15M
OE per share TTM
-2.32
Owner's Yield
-100.77%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
174.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
95
Total invested
34.83M
Insider transactions (90d)
0
Beneficial owners (>5%)
5
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Geney Development Limited 50.00M 50.90% 50.00M 50.00M CO 2021-05-18
2 98-0557567 7.43M 8.20% 7.42M 7.43M IA, HC Bermuda 2024-02-12
3 Wise Gain Investment Industries Limited 6.28M 12.28% 6.28M 6.28M CO British Virgin Islands 2021-06-22
4 Armistice Capital, LLC 4.22M 6.10% 4.22M 4.22M IA, OO Delaware 2022-02-14
5 Steven Boyd 4.22M 6.10% 4.22M 4.22M HC, IN Delaware 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
95
-123 vs prev Q
New positions
26
Closed positions
133
Increased
42
Reduced
30
Put/Call ratio
7.18
Calls held
261.4K
Puts held
1.88M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 27.82M +431.8K (+1.6%) 52.59M -29.6M (-36.0%) 8.77% -4.471 pp 0.00% -0.001 pp USD3.07 -38.4% 6 qtrs
2 STATE STREET CORP 11.52M +3.3M (+40.3%) 21.77M -2.9M (-11.6%) 3.63% -0.339 pp 0.00% 0.000 pp USD2.96 -36.1% 19 qtrs
3 INVESCO LTD. 10.49M +1.6M (+18.0%) 19.83M -6.8M (-25.6%) 3.31% -0.989 pp 0.00% -0.001 pp USD2.85 -33.7% 21 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 9.35M +403.1K (+4.5%) 17.67M -9.2M (-34.2%) 2.95% -1.377 pp 0.00% -0.001 pp USD3.00 -37.0% 11 qtrs
5 VANGUARD GROUP INC 7.65M +322.3K (+4.4%) 14.46M -7.5M (-34.2%) 2.41% -1.131 pp 0.00% 0.000 pp USD2.99 -36.8% 11 qtrs
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 7.12M +1.3M (+21.5%) 13.46M -4.1M (-23.5%) 2.25% -0.589 pp 0.00% -0.001 pp USD2.81 -32.7% 11 qtrs
7 MORGAN STANLEY 6.52M +1.8M (+38.0%) 12.33M -1.8M (-13.0%) 2.06% -0.228 pp 0.00% 0.000 pp USD2.40 -21.3% 21 qtrs
8 VAN ECK ASSOCIATES CORP 6.27M -656.3K (-9.5%) 11.84M -8.9M (-43.0%) 1.97% -1.371 pp 0.01% -0.010 pp USD2.73 -30.8% 19 qtrs
9 MILLENNIUM MANAGEMENT LLC 5.58M -1.5M (-21.1%) 10.54M -10.7M (-50.3%) 1.76% -1.660 pp 0.00% -0.005 pp USD2.67 -29.2% 11 qtrs
10 JANE STREET GROUP, LLC 4.85M +1.5M (+42.7%) 9.17M -1.0M (-10.1%) 1.53% -0.115 pp 0.00% 0.000 pp USD2.67 -29.2% 12 qtrs
11 GOLDMAN SACHS GROUP INC 4.10M +981.6K (+31.5%) 7.75M -1.6M (-17.2%) 1.29% -0.216 pp 0.00% 0.000 pp USD2.35 -19.6% 11 qtrs
12 UBS GROUP AG 3.92M +1.7M (+76.9%) 7.42M +760.8K (+11.4%) 1.24% +0.164 pp 0.00% +0.000 pp USD2.49 -24.1% 21 qtrs
13 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 3.72M -555.5K (-13.0%) 7.03M -5.8M (-45.2%) 1.17% -0.894 pp 0.01% -0.010 pp USD3.01 -37.2% 7 qtrs
14 RENAISSANCE TECHNOLOGIES LLC 3.43M +3.4M (+100.0%) 6.48M +6.5M (+100.0%) 1.08% +1.080 pp 0.01% +0.010 pp USD1.89 +0.0% 3 qtrs
15 ALGERT GLOBAL LLC 3.05M +2.7M (+757.4%) 5.77M +4.7M (+440.2%) 0.96% +0.790 pp 0.09% +0.072 pp USD2.02 -6.4% 2 qtrs
16 JPMORGAN CHASE & CO 3.01M +718.6K (+31.4%) 5.68M -1.2M (-17.2%) 0.95% -0.158 pp 0.00% 0.000 pp USD2.68 -29.5% 21 qtrs
17 AWM INVESTMENT COMPANY, INC. 3.00M -1.0M (-25.0%) 5.67M -6.3M (-52.8%) 0.95% -0.988 pp 0.55% -0.578 pp USD3.00 -37.0% 2 qtrs
18 NORTHERN TRUST CORP 2.75M +119.8K (+4.5%) 5.21M -2.7M (-34.1%) 0.87% -0.405 pp 0.00% 0.000 pp USD3.12 -39.4% 11 qtrs
19 WOLVERINE ASSET MANAGEMENT LLC 1.91M +1.9M (+100.0%) 3.62M +3.6M (+100.0%) 0.60% +0.603 pp 0.03% +0.029 pp USD1.89 +0.0% 1 qtrs NEW
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.79M +175.4K (+10.8%) 3.39M -1.5M (-30.2%) 0.57% -0.217 pp 0.00% 0.000 pp USD2.89 -34.6% 20 qtrs
21 CITADEL ADVISORS LLC 1.57M -1.2M (-43.3%) 2.97M -5.4M (-64.3%) 0.50% -0.846 pp 0.00% -0.001 pp USD2.92 -35.3% 20 qtrs
22 CITIGROUP INC 1.55M +1.5M (+1,515.3%) 2.93M +2.6M (+917.6%) 0.49% +0.443 pp 0.00% +0.001 pp USD1.95 -3.1% 12 qtrs
23 QUBE RESEARCH & TECHNOLOGIES LTD 1.50M +1.5M (+100.0%) 2.84M +2.8M (+100.0%) 0.47% +0.473 pp 0.00% +0.003 pp USD1.89 +0.0% 1 qtrs NEW
24 HRT FINANCIAL LP 1.49M +1.4M (+2,927.4%) 2.81M +2.7M (+1,812.9%) 0.47% +0.445 pp 0.01% +0.008 pp USD1.90 -0.5% 5 qtrs
25 PARALLAX VOLATILITY ADVISERS, L.P. 1.40M +70.2K (+5.3%) 2.64M -1.3M (-33.7%) 0.44% -0.201 pp 0.01% -0.001 pp USD2.84 -33.5% 11 qtrs
26 BANK OF NEW YORK MELLON CORP 1.36M +362.7K (+36.2%) 2.58M -426.5K (-14.2%) 0.43% -0.054 pp 0.00% 0.000 pp USD2.77 -31.8% 11 qtrs
27 LAZARD ASSET MANAGEMENT LLC 1.36M +1.4M (+100.0%) 2.58M +2.6M (+100.0%) 0.43% +0.430 pp 0.00% +0.004 pp USD1.89 +0.0% 9 qtrs
28 VIDENT ADVISORY, LLC 1.23M +108.4K (+9.7%) 2.32M -1.0M (-30.9%) 0.39% -0.154 pp 0.02% -0.011 pp USD2.67 -29.2% 10 qtrs
29 GROUP ONE TRADING, L.P. 1.11M -251.2K (-18.4%) 2.10M -2.0M (-48.6%) 0.35% -0.308 pp 0.00% -0.004 pp USD3.11 -39.2% 16 qtrs
30 ZWEIG-DIMENNA ASSOCIATES LLC 1.07M -92.2K (-8.0%) 2.02M -1.5M (-42.0%) 0.34% -0.224 pp 0.13% -0.118 pp USD2.37 -20.3% 3 qtrs
31 IMC-CHICAGO, LLC 946.2K -37.6K (-3.8%) 1.79M -1.2M (-39.4%) 0.30% -0.177 pp 0.00% 0.000 pp USD3.01 -37.2% 8 qtrs
32 DIMENSIONAL FUND ADVISORS LP 933.2K -526.5K (-36.1%) 1.76M -2.6M (-59.8%) 0.29% -0.411 pp 0.00% -0.001 pp USD2.25 -16.0% 3 qtrs
33 NUVEEN, LLC 873.6K +225.4K (+34.8%) 1.65M -293.4K (-15.1%) 0.28% -0.038 pp 0.00% 0.000 pp USD2.36 -19.9% 4 qtrs
34 VOYA INVESTMENT MANAGEMENT LLC 822.8K +289.9K (+54.4%) 1.56M -43.6K (-2.7%) 0.26% +0.002 pp 0.00% 0.000 pp USD2.63 -28.1% 11 qtrs
35 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 691.9K +262.7K (+61.2%) 1.41M +123.9K (+9.6%) 0.22% +0.011 pp 0.00% +0.000 pp USD2.26 -16.4% 11 qtrs
36 BALYASNY ASSET MANAGEMENT L.P. 720.7K +684.2K (+1,875.1%) 1.36M +1.3M (+1,144.3%) 0.23% +0.210 pp 0.00% +0.002 pp USD1.91 -1.0% 5 qtrs
37 AMERICAN CENTURY COMPANIES INC 691.6K +49.1K (+7.6%) 1.31M -620.4K (-32.2%) 0.22% -0.093 pp 0.00% 0.000 pp USD2.72 -30.5% 10 qtrs
38 BARCLAYS PLC 682.0K +446.9K (+190.1%) 1.29M +463.7K (+56.2%) 0.21% +0.101 pp 0.00% +0.000 pp USD2.14 -11.7% 16 qtrs
39 SWISS NATIONAL BANK 630.2K +10.5K (+1.7%) 1.19M -668.0K (-35.9%) 0.20% -0.101 pp 0.00% 0.000 pp USD2.98 -36.6% 2 qtrs
40 PICTET ASSET MANAGEMENT HOLDING SA 597.0K +501.4K (+524.5%) 1.13M +841.6K (+293.4%) 0.19% +0.142 pp 0.00% +0.001 pp USD2.07 -8.7% 2 qtrs
41 CENTIVA CAPITAL, LP 596.3K +596.3K (+100.0%) 1.13M +1.1M (+100.0%) 0.19% +0.188 pp 0.01% +0.009 pp USD1.89 +0.0% 1 qtrs NEW
42 DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN 540.2K +540.2K (+100.0%) 1.02M +1.0M (+100.0%) 0.17% +0.170 pp 0.00% +0.001 pp USD1.89 +0.0% 1 qtrs NEW
43 QUADRATURE CAPITAL LTD 534.6K +534.6K (+100.0%) 1.01M +1.0M (+100.0%) 0.17% +0.169 pp 0.01% +0.010 pp USD1.89 +0.0% 1 qtrs NEW
44 DEUTSCHE BANK AG\ 504.2K +49.2K (+10.8%) 952.9K -412.0K (-30.2%) 0.16% -0.061 pp 0.00% 0.000 pp USD2.33 -18.9% 11 qtrs
45 PEAK6 LLC 500.0K +— (+0.0%) 945.0K -555.0K (-37.0%) 0.16% -0.084 pp 0.00% 0.000 pp USD3.00 -37.0% 2 qtrs
46 SQUAREPOINT OPS LLC 442.3K -726.4K (-62.2%) 835.9K -2.7M (-76.2%) 0.14% -0.426 pp 0.00% -0.003 pp USD3.03 -37.6% 11 qtrs
47 UBS ASSET MANAGEMENT AMERICAS INC 439.1K +59.3K (+15.6%) 829.9K -309.5K (-27.2%) 0.14% -0.045 pp 0.00% 0.000 pp USD2.85 -33.7% 2 qtrs
48 WELLS FARGO & COMPANY/MN 404.7K +116.1K (+40.2%) 764.8K -100.9K (-11.7%) 0.13% -0.012 pp 0.00% +0.000 pp USD2.55 -25.9% 13 qtrs
49 HEADLANDS TECHNOLOGIES LLC 392.3K +392.3K (+100.0%) 741.4K +741.4K (+100.0%) 0.12% +0.124 pp 0.06% +0.062 pp USD1.89 +0.0% 9 qtrs
50 XTX TOPCO LTD 388.9K +241.0K (+162.9%) 735.0K +291.2K (+65.6%) 0.12% +0.051 pp 0.02% -0.004 pp USD2.31 -18.2% 2 qtrs
51 RHUMBLINE ADVISERS 358.3K -57.3K (-13.8%) 677.2K -569.6K (-45.7%) 0.11% -0.088 pp 0.00% -0.001 pp USD3.09 -38.8% 11 qtrs
52 BANK OF AMERICA CORP /DE/ 347.7K -1.2M (-77.7%) 657.1K -4.0M (-86.0%) 0.11% -0.645 pp 0.00% 0.000 pp USD2.06 -8.3% 19 qtrs
53 TWO SIGMA INVESTMENTS, LP 336.9K -580.6K (-63.3%) 636.8K -2.1M (-76.9%) 0.11% -0.337 pp 0.00% -0.003 pp USD2.60 -27.3% 12 qtrs
54 AQUATIC CAPITAL MANAGEMENT LLC 320.5K +184.1K (+135.0%) 605.7K +196.6K (+48.0%) 0.10% +0.035 pp 0.02% +0.010 pp USD2.02 -6.4% 3 qtrs
55 306.0K +306.0K (+100.0%) 578.3K +578.3K (+100.0%) 0.10% +0.096 pp 0.14% +0.136 pp USD1.89 +0.0% 1 qtrs NEW
56 QUANTBOT TECHNOLOGIES LP 305.4K -474.2K (-60.8%) 577.2K -1.8M (-75.3%) 0.10% -0.281 pp 0.02% -0.044 pp USD3.00 -37.0% 2 qtrs
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 299.9K -4.3K (-1.4%) 566.8K -345.6K (-37.9%) 0.09% -0.053 pp 0.00% 0.000 pp USD3.02 -37.4% 11 qtrs
58 LEGAL & GENERAL GROUP PLC 275.7K -26.9K (-8.9%) 521.0K -385.5K (-42.5%) 0.09% -0.059 pp 0.00% 0.000 pp USD2.97 -36.4% 10 qtrs
59 SG AMERICAS SECURITIES, LLC 275.9K -402.7K (-59.3%) 521.0K -1.5M (-74.4%) 0.09% -0.241 pp 0.00% -0.006 pp USD3.00 -37.0% 10 qtrs
60 REDMOND ASSET MANAGEMENT, LLC 267.5K +2.0K (+0.7%) 505.6K -291.1K (-36.5%) 0.08% -0.044 pp 0.13% -0.067 pp USD4.08 -53.7% 9 qtrs
61 ALLIANCEBERNSTEIN L.P. 265.8K +— (+0.0%) 502.4K -295.0K (-37.0%) 0.08% -0.045 pp 0.00% 0.000 pp USD2.33 -18.9% 3 qtrs
62 LIDO ADVISORS, LLC 159.9K +— (+0.0%) 479.8K +— (+0.0%) 0.05% -0.027 pp 0.00% 0.000 pp USD3.00 -37.0% 2 qtrs
63 LPL FINANCIAL LLC 220.0K +46.7K (+27.0%) 415.7K -103.9K (-20.0%) 0.07% -0.014 pp 0.00% +0.000 pp USD2.71 -30.3% 6 qtrs
64 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 215.1K +149.3K (+226.5%) 406.6K +208.9K (+105.7%) 0.07% +0.036 pp 0.00% +0.000 pp USD2.23 -15.2% 2 qtrs
65 RUSSELL INVESTMENTS GROUP, LTD. 206.1K +158.0K (+328.2%) 389.6K +245.2K (+169.8%) 0.07% +0.042 pp 0.00% +0.000 pp USD2.16 -12.5% 8 qtrs
66 CREATIVE PLANNING 205.8K -64.8K (-24.0%) 388.9K -422.9K (-52.1%) 0.06% -0.066 pp 0.00% 0.000 pp USD2.48 -23.8% 12 qtrs
67 STATE OF WISCONSIN INVESTMENT BOARD 202.3K -10.5K (-5.0%) 382.4K -256.2K (-40.1%) 0.06% -0.039 pp 0.00% -0.001 pp USD3.00 -37.0% 2 qtrs
68 PRICE T ROWE ASSOCIATES INC /MD/ 181.5K +11.1K (+6.5%) 344.0K -168.0K (-32.8%) 0.06% -0.025 pp 0.00% +0.000 pp USD2.87 -34.1% 11 qtrs
69 METLIFE INVESTMENT MANAGEMENT, LLC 181.8K -6.5K (-3.5%) 343.6K -221.3K (-39.2%) 0.06% -0.034 pp 0.00% -0.001 pp USD3.15 -40.0% 11 qtrs
70 D. E. SHAW & CO., INC. 172.0K -458.4K (-72.7%) 325.2K -1.6M (-82.8%) 0.05% -0.251 pp 0.00% -0.001 pp USD3.00 -37.0% 2 qtrs
71 FRANKLIN RESOURCES INC 166.9K +166.9K (+100.0%) 315.4K +315.4K (+100.0%) 0.05% +0.053 pp 0.00% +0.000 pp USD1.89 +0.0% 1 qtrs NEW
72 WALLEYE TRADING LLC 156.4K +20.2K (+14.8%) 295.6K -113.0K (-27.7%) 0.05% -0.017 pp 0.00% 0.000 pp USD2.86 -33.9% 2 qtrs
73 CCG WEALTH MANAGEMENT, LLC 154.0K +10.0K (+6.9%) 291.1K -140.9K (-32.6%) 0.05% -0.021 pp 0.12% -0.079 pp USD2.63 -28.1% 3 qtrs
74 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 144.7K +144.7K (+100.0%) 273.5K +273.5K (+100.0%) 0.05% +0.046 pp 0.07% +0.067 pp USD1.89 +0.0% 5 qtrs
75 HENNION & WALSH ASSET MANAGEMENT, INC. 143.7K +143.7K (+100.0%) 271.6K +271.6K (+100.0%) 0.05% +0.045 pp 0.01% +0.009 pp USD1.89 +0.0% 1 qtrs NEW
76 JANUS HENDERSON GROUP PLC 136.9K +— (+0.0%) 259.3K -150.5K (-36.7%) 0.04% -0.023 pp 0.00% 0.000 pp USD3.00 -37.0% 2 qtrs
77 INTECH INVESTMENT MANAGEMENT LLC 121.7K +55.7K (+84.4%) 230.0K +32.0K (+16.2%) 0.04% +0.007 pp 0.00% +0.000 pp USD2.30 -17.8% 6 qtrs
78 METEORA CAPITAL, LLC 250.0K +177.5K (+244.8%) 229.6K +12.1K (+5.6%) 0.08% +0.044 pp 0.02% -0.004 pp USD1.98 -4.5% 3 qtrs
79 CONNORS INVESTOR SERVICES INC 112.5K +25.0K (+28.6%) 212.6K -49.9K (-19.0%) 0.04% -0.007 pp 0.02% -0.004 pp USD2.02 -6.4% 4 qtrs
80 ATOM INVESTORS LP 103.0K +103.0K (+100.0%) 194.7K +194.7K (+100.0%) 0.03% +0.033 pp 0.02% +0.016 pp USD1.89 +0.0% 1 qtrs NEW
81 FORUM FINANCIAL MANAGEMENT, LP 100.0K +— (+0.0%) 189.0K -111.0K (-37.0%) 0.03% -0.017 pp 0.00% -0.002 pp USD2.14 -11.7% 10 qtrs
82 MANUFACTURERS LIFE INSURANCE COMPANY, THE 94.9K -8.6K (-8.3%) 179.4K -131.2K (-42.3%) 0.03% -0.020 pp 0.00% 0.000 pp USD3.18 -40.6% 11 qtrs
83 BLAIR WILLIAM & CO/IL 90.0K +— (+0.0%) 170.1K -99.9K (-37.0%) 0.03% -0.015 pp 0.00% 0.000 pp USD2.93 -35.5% 5 qtrs
84 CAPTION MANAGEMENT, LLC 90.0K +50.0K (+125.0%) 170.1K +50.1K (+41.8%) 0.03% +0.009 pp 0.00% +0.000 pp USD2.38 -20.6% 2 qtrs
85 ARIZONA STATE RETIREMENT SYSTEM 89.6K -4.8K (-5.1%) 169.3K -113.9K (-40.2%) 0.03% -0.017 pp 0.00% -0.001 pp USD3.00 -37.0% 2 qtrs
86 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 87.0K +— (+0.0%) 164.4K -96.6K (-37.0%) 0.03% -0.015 pp 0.00% -0.001 pp USD2.82 -33.0% 5 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
Shares disposed
40.2K
Cash buys
Cash sales
Net activity
-40,165
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-02 Zhu Justin Officer F-InKind D Ordinary Shares, $.01 par value 40,165 1.35 54.2K 102,375 D
2026-03-25 Zhu Justin Officer M-Exempt A Ordinary Shares, $.01 par value 94,340 0.00 142,990 D
2026-03-25 Tabar Samir Officer M-Exempt A Ordinary Shares, $.01 par value 150,000 0.00 3,343,089 D
2026-03-25 Huang Erke Director / Officer M-Exempt A Ordinary Shares, $.01 par value 750,000 0.00 2,130,000 D
2026-03-19 Zhu Justin Officer F-InKind D Ordinary Shares, $.01 par value 1,775 1.53 2.7K 48,650 D
2026-03-16 Zhu Justin Officer M-Exempt A Ordinary Shares, $.01 par value 3,125 0.00 50,425 D
2026-01-28 Tabar Samir Officer A-Award A Restricted Stock Unit 205,000 0.01 2.1K 205,000 D
2026-01-28 Huang Erke Director / Officer A-Award A Restricted Stock Unit 205,000 0.01 2.1K 205,000 D
2025-12-29 Zhu Justin Officer F-InKind D Ordinary Shares, $.01 par value 1,165 2.03 2.4K 47,300 D
2025-12-12 Pierce Brock Jeffrey Director M-Exempt A Ordinary Shares, $.01 par value 20,000 2.25 45.0K 600,000 I
2025-12-09 Cassatt Amanda Claire Director Restricted share units 84,388 0.00 0 I
2025-11-21 Huang Erke Director / Officer S-Sale D Ordinary Shares, $.01 par value 410,636 2.01 825.4K 1,175,000 D
2025-11-20 Huang Erke Director / Officer S-Sale D Ordinary Shares, $.01 par value 1,089,364 2.18 2.37M 1,585,636 D
2025-10-15 Tabar Samir Officer M-Exempt A Ordinary Shares, $.01 par value 325,000 3.00 975.0K 2,988,089 D
2025-10-15 Huang Erke Director / Officer M-Exempt A Ordinary Shares, $.01 par value 325,000 3.00 975.0K 2,675,000 D
2025-09-24 Zhu Justin Officer F-InKind D Ordinary Shares, $.01 par value 1,038 3.21 3.3K 45,340 D
2025-08-21 Zhu Justin Officer F-InKind D Ordinary Shares, $.01 par value 20,077 2.71 54.5K 43,253 D
2025-07-25 Zhu Justin Officer M-Exempt A Ordinary Shares, $.01 par value 47,619 3.15 150.0K 63,330 D
2025-07-25 Tabar Samir Officer M-Exempt A Ordinary Shares, $.01 par value 300,000 3.15 945.0K 2,663,089 D
2025-07-25 Huang Erke Director / Officer M-Exempt A Ordinary Shares, $.01 par value 300,000 0.00 2,350,000 D
2025-07-16 Tabar Samir Officer A-Award A Restricted Stock Units 255,000 0.01 2.6K 255,000 D
2025-07-16 Huang Erke Director / Officer A-Award A Restricted Stock Units 255,000 0.01 2.6K 255,000 D
2025-06-25 Tabar Samir Officer P-Purchase A Ordinary Shares, $.01 par value 750,000 2.00 1.50M 2,108,089 D
2025-06-25 Pierce Brock Jeffrey Director P-Purchase A Ordinary Shares, $.01 par value 500,000 2.00 1.00M 500,000 D
2025-01-14 Pierce Brock Jeffrey Director A-Award A Ordinary Shares, $.01 par value 20,000 0.01 200.00 80,000 I
2025-01-14 PIERCE BROOKS H Director A-Award A Ordinary Shares, $.01 par value 20,000 0.01 200.00 80,000 I
2025-01-01 Xiong Jiashu Bill Director 0 0.00 0
2025-01-01 Tabar Samir Officer Ordinary Shares, $.01 par value 0 0.00 1,308,089 D
2025-01-01 Shih Ichi Director Ordinary Shares, $.01 par value 0 0.00 30,000 D
2025-01-01 Pierce Brock Jeffrey Director Ordinary Shares, $.01 par value 0 0.00 60,000 I
2025-01-01 PIERCE BROOKS H Director Ordinary Shares, $.01 par value 0 0.00 60,000 I
2025-01-01 Huang Erke Director / Officer Preference Shares, $0.01 par value 300,000 0.00 0 I
2025-01-01 Deng Zhaohui Director Preference Shares, $.01 par value 700,000 0.00 0 I
2022-04-16 Zhu Justin Officer Incentive Stock Options 75,000 3.17 237.8K 0 D

Executive team

Top executives
EBIT / Employee
-1.05M
Shares Outstanding
326.58M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Erke Huang, CFO and Director 598.0K 1.10M 1.05M 5.22M 20.01%
2 2024 Sam Tabar, CEO and previously CSO 500.0K 1.10M 945.0K 4.82M 19.60%
3 2024 Thomas Sanfilippo 102.1K 100.0K 429.5K 1.65M 26.04%
4 2023 Erke Huang, CFO and Director 499.5K 200.0K 750.0K 3.54M 21.21%
5 2023 Sam Tabar, CEO and previously CSO 500.0K 300.0K 1.74M 17.25%
6 2023 Bryan Bullett, previously CEO 1.13M 1.13M 0.00%
7 2022 Sam Tabar, CEO and previously CSO 500.0K 500.0K 0.00%
8 2022 Bryan Bullett, previously CEO 500.0K 500.0K 0.00%
9 2022 Erke Huang, CFO and Director 64.0K 64.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-09-24 DEFA14A
2025-09-11 DEFA14A
2025-08-15 DEFA14A
2025-08-05 DEF 14A
2025-07-25 PRE 14A
2025-04-10 DEFA14A
2025-04-09 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-03 4
2026-03-31 8-K
2026-03-27 4
2026-03-27 4
2026-03-27 4
2026-03-27 10-K
2026-02-25 8-K
2026-02-04 8-K
2026-01-29 4
2026-01-29 4

Executive team

NameTitleCompensationGender
Erke Huang Chief Financial Officer, Secretary & Director 2M male
Samir Tabar Chief Executive Officer 1M male
Justin Zhu Senior Vice President of Finance & Chief Accounting Officer 443.1K male
Thomas Sanfilippo Chief Technology Officer 406.2K male
Benjamin Lamson Head of Revenue male
William Cameron Schnier Head of Investor Relations male
Billy Krassakopoulos Chief Executive Officer of Enovum male
David Bayle Chief Technology Officer in Enovum male
Luna Tan Managing Director female
ESG Rating
B
FINANCIAL - CAPITAL MARKETS
Rank: 24 out of 83
2025
E (Environmental)
65.5 / 59.1
Company / Sector avg.
S (Social)
66.6 / 74.1
Company / Sector avg.
G (Governance)
64.9 / 72.6
Company / Sector avg.
ESG Total
65.7 / 68.6
Company / Sector avg.
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits