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Webull Corporation Class A Ordinary Shares (BULL)

USD7.64 +0.11 (+1.39%)
US NASDAQ Technology Software - Application
Address 200 Carillon Parkway​ 33716
St. Petersburg​, FL, US
CEO Anquan Wang
IPO 2025-04-11
CIK 1866364 ISIN KYG9572D1034

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Also trades on NASDAQ Global Select · BULL (USD) NASDAQ Global Select · BULLW (USD) NASDAQ Global Select · BULLZ (USD)
Description

Webull Corporation serves as a prominent digital investment platform. It provides a comprehensive suite of financial services, encompassing brokerage for trading activities, the distribution of wealth management products, detailed market insights, a dynamic user community, and educational resources for investors.

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
USD7.64 +0.11 (+1.39%)
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Volume Profile
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Liquidity & share structure
Average Volume
14M
Beta
0.57
Float Shares
304.88M
Free Float %
57.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-6.51% -12.22% -10.43% +7.29% -28.72% -20.46% -53.22% -47.31% -47.31% -47.31% -47.31%
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

Price Targets & DCF
Current price
7.64
Low 9.00 +17.9%
Consensus 9.00 +17.9%
Median 9.00 +17.9%
High 9.00 +17.9%
DCF (Unlevered) 23.36 +206.0%
DCF (Levered) 34.20 +348.0%

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 0 0
Buy 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
9.00
+17.9%
Last Year 2
13.50
+76.8%
All Time 2
13.50
+76.8%
Quality scores
Altman Z-Score
1.15
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
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%
    +46.3% Q1'26: +36.3% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    -8.9% Q1'26: -119.7% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    +91.0% Q1'26: +0.0% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    +8.9% Q1'26: -8.0% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    Q1'26: +6.0% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    -13.6% Q1'26: +14.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    1.44× Q1'26: -1.49× (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 (0.60) × ERP
WACC = 97% × Ke + 3% × Kd (7.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 23.36 Current price: 7.64
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 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
2 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
390.23M
est: 457.10M (-14.6%)
571.00M
est: 562.43M (+1.5%)
723.06M
708.67M – 737.45M
+28.6% YoY
859.22M
827.83M – 890.61M
+18.8% YoY
908.00M
889.93M – 926.07M
+5.7% YoY
EBITDA
-5.26M
est: 122.27M (-104.3%)
53.89M
est: 150.45M (-64.2%)
193.41M
189.56M – 197.26M
+28.6% YoY
229.83M
221.44M – 238.23M
+18.8% YoY
242.88M
238.05M – 247.71M
+5.7% YoY
EBIT
-11.93M
est: 118.27M (-110.1%)
50.66M
est: 145.52M (-65.2%)
187.08M
183.36M – 190.80M
+28.6% YoY
222.31M
214.19M – 230.43M
+18.8% YoY
234.93M
230.26M – 239.61M
+5.7% YoY
Net Income
-22.69M
est: 139.70M (-116.2%)
24.77M
est: 78.08M (-68.3%)
76.42M
74.45M – 78.40M
-2.1% YoY
127.08M
106.21M – 163.75M
+66.3% YoY
134.98M
131.49M – 138.47M
+6.2% YoY
SGA
254.77M
est: 305.84M (-16.7%)
301.36M
est: 376.31M (-19.9%)
483.78M
474.16M – 493.41M
+28.6% YoY
574.89M
553.89M – 595.89M
+18.8% YoY
607.53M
595.43M – 619.62M
+5.7% YoY
EPS
-1.13
est: 0.35 (-421.1%)
-1.23
est: 0.20 (-725.4%)
0.19
0.19 – 0.20
-2.1% YoY
0.34
0.27 – 0.41
+76.6% YoY
0.34
0.33 – 0.35
+0.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-22 B 3/5 5/5 3/5 3/5 3/5 1/5 2/5
2026-05-21 B 3/5 5/5 3/5 3/5 3/5 1/5 2/5
2026-05-20 B 3/5 5/5 3/5 3/5 3/5 1/5 2/5
2026-05-19 B 3/5 5/5 3/5 3/5 3/5 1/5 2/5
2026-05-18 B 3/5 5/5 3/5 3/5 3/5 1/5 2/5
2026-05-15 B 3/5 5/5 3/5 3/5 3/5 1/5 2/5
2026-05-14 B 3/5 5/5 3/5 3/5 3/5 1/5 2/5
2026-05-13 B 3/5 5/5 3/5 3/5 3/5 1/5 2/5
2026-05-12 B 3/5 5/5 3/5 3/5 3/5 1/5 2/5
2026-05-11 B 3/5 5/5 3/5 3/5 3/5 1/5 2/5
2026-05-08 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-05-07 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-05-06 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-05-05 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-05-04 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-05-01 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-04-30 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-04-29 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-04-28 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-04-27 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-04-24 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-04-23 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-04-22 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-04-21 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-04-20 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-04-17 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5
2026-04-16 B 3/5 5/5 2/5 3/5 3/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
137.00M
OE per share TTM
0.30
Owner's Yield
4.21%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
16.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
226
Total invested
893.50M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
226
+40 vs prev Q
New positions
71
Closed positions
32
Increased
137
Reduced
44
Put/Call ratio
0.39
Calls held
17.56M
Puts held
6.87M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 14.13M +14.1M (+100.0%) 109.76B +109.8B (+100.0%) 2.88% +2.882 pp 99.79% +99.791 pp USD7.77 +0.0% 1 qtrs NEW
2 PEAK6 LLC 23.97M +16.7M (+228.3%) 186.22M +78.3M (+72.5%) 4.89% +3.198 pp 0.35% +0.188 pp USD9.05 -14.1% 3 qtrs
3 BLACKROCK, INC. 15.16M +15.1M (+19,081.6%) 117.76M +116.6M (+9,977.2%) 3.09% +3.074 pp 0.00% +0.002 pp USD7.81 -0.5% 2 qtrs
4 SC CHINA HOLDING LTD 7.05M -2.5M (-26.2%) 55.23M -51.2M (-48.1%) 1.44% -0.775 pp 2.92% -2.621 pp USD11.99 -35.2% 3 qtrs
5 TIGER GLOBAL MANAGEMENT LLC 6.72M -5.0M (-42.6%) 52.25M -121.2M (-69.9%) 1.37% -1.346 pp 0.18% -0.360 pp USD11.96 -35.0% 3 qtrs
6 CITADEL ADVISORS LLC 6.19M +5.7M (+1,070.3%) 48.12M +40.3M (+514.8%) 1.26% +1.141 pp 0.01% +0.006 pp USD8.28 -6.2% 3 qtrs
7 HHLR ADVISORS, LTD. 5.97M -27.1M (-81.9%) 46.42M -442.8M (-90.5%) 1.22% -6.449 pp 1.50% -10.465 pp USD11.96 -35.0% 3 qtrs
8 YONG RONG (HK) ASSET MANAGEMENT LTD 5.00M +5.0M (+100.0%) 38.85M +38.9M (+100.0%) 1.02% +1.020 pp 11.78% +11.780 pp USD7.77 +0.0% 1 qtrs NEW
9 STATE STREET CORP 4.34M +4.3M (+23,123.1%) 33.74M +33.5M (+12,100.4%) 0.89% +0.882 pp 0.00% +0.001 pp USD7.80 -0.4% 2 qtrs
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3.88M +855.2K (+28.3%) 30.14M -14.6M (-32.6%) 0.79% +0.091 pp 0.00% -0.002 pp USD12.25 -36.6% 3 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 3.63M +3.3M (+938.5%) 28.23M +23.1M (+445.6%) 0.74% +0.660 pp 0.00% +0.001 pp USD8.20 -5.2% 3 qtrs
12 MILLENNIUM MANAGEMENT LLC 3.43M +3.2M (+1,351.0%) 26.68M +23.2M (+662.3%) 0.70% +0.646 pp 0.01% +0.010 pp USD8.17 -4.9% 3 qtrs
13 JPMORGAN CHASE & CO 3.16M +3.2M (+90,168.6%) 24.55M +24.5M (+47,323.1%) 0.64% +0.644 pp 0.00% +0.002 pp USD7.78 -0.1% 2 qtrs
14 GOLDMAN SACHS GROUP INC 2.68M +2.4M (+882.9%) 20.79M +16.8M (+416.4%) 0.55% +0.483 pp 0.00% +0.002 pp USD8.47 -8.3% 3 qtrs
15 BANK OF AMERICA CORP /DE/ 2.43M +450.6K (+22.7%) 18.89M -10.4M (-35.5%) 0.50% +0.037 pp 0.00% -0.001 pp USD13.20 -41.1% 3 qtrs
16 MAREX GROUP PLC 2.11M +1.6M (+313.3%) 16.38M +8.8M (+117.1%) 0.43% +0.312 pp 0.10% +0.050 pp USD9.39 -17.3% 3 qtrs
17 CAPITAL FUND MANAGEMENT S.A. 2.02M +2.0M (+7,060.6%) 15.69M +15.3M (+3,661.9%) 0.41% +0.406 pp 0.04% +0.043 pp USD7.87 -1.3% 2 qtrs
18 POINT72 ASSET MANAGEMENT, L.P. 1.96M +2.0M (+100.0%) 15.26M +15.3M (+100.0%) 0.40% +0.401 pp 0.02% +0.017 pp USD7.77 +0.0% 1 qtrs NEW
19 BANK OF MONTREAL /CAN/ 1.96M +2.0M (+100.0%) 15.20M +15.2M (+100.0%) 0.40% +0.399 pp 0.01% +0.005 pp USD7.77 +0.0% 1 qtrs NEW
20 AZORA CAPITAL LP 1.80M -1.5M (-45.3%) 13.99M -34.7M (-71.2%) 0.37% -0.395 pp 0.88% -1.372 pp USD14.13 -45.0% 3 qtrs
21 UBS GROUP AG 1.80M +1.1M (+148.6%) 13.95M +3.3M (+30.6%) 0.37% +0.199 pp 0.00% +0.001 pp USD9.46 -17.9% 3 qtrs
22 VANGUARD GROUP INC 1.68M +1.7M (+100.0%) 13.02M +13.0M (+100.0%) 0.34% +0.342 pp 0.00% +0.000 pp USD7.77 +0.0% 1 qtrs NEW
23 GROUP ONE TRADING, L.P. 1.44M +1.2M (+419.4%) 11.18M +7.1M (+172.9%) 0.29% +0.229 pp 0.02% +0.012 pp USD9.12 -14.8% 2 qtrs
24 TREXQUANT INVESTMENT LP 1.38M +1.4M (+100.0%) 10.75M +10.7M (+100.0%) 0.28% +0.282 pp 0.10% +0.096 pp USD7.77 +0.0% 1 qtrs NEW
25 NORTHERN TRUST CORP 1.32M +1.3M (+100.0%) 10.27M +10.3M (+100.0%) 0.27% +0.270 pp 0.00% +0.001 pp USD7.77 +0.0% 1 qtrs NEW
26 JANE STREET GROUP, LLC 1.29M -92.7K (-6.7%) 10.03M -10.4M (-51.0%) 0.26% -0.057 pp 0.00% -0.002 pp USD14.24 -45.4% 3 qtrs
27 BARCLAYS PLC 1.19M +748.6K (+171.1%) 9.22M +2.7M (+42.4%) 0.24% +0.141 pp 0.00% +0.001 pp USD10.17 -23.6% 3 qtrs
28 CANTOR FITZGERALD, L. P. 1.08M +972.2K (+906.0%) 8.39M +6.9M (+468.7%) 0.22% +0.195 pp 0.13% +0.113 pp USD8.47 -8.3% 2 qtrs
29 MORGAN STANLEY 1.05M +138.1K (+15.2%) 8.12M -5.3M (-39.5%) 0.21% +0.003 pp 0.00% 0.000 pp USD12.97 -40.1% 3 qtrs
30 VERITION FUND MANAGEMENT LLC 847.4K +847.4K (+100.0%) 6.58M +6.6M (+100.0%) 0.17% +0.173 pp 0.03% +0.026 pp USD7.77 +0.0% 1 qtrs NEW
31 DIVISADERO STREET CAPITAL MANAGEMENT, LP 800.0K +800.0K (+100.0%) 6.22M +6.2M (+100.0%) 0.16% +0.163 pp 0.29% +0.291 pp USD7.77 +0.0% 1 qtrs NEW
32 BANK OF NEW YORK MELLON CORP 736.1K +736.1K (+100.0%) 5.72M +5.7M (+100.0%) 0.15% +0.150 pp 0.00% +0.001 pp USD7.77 +0.0% 1 qtrs NEW
33 TUDOR INVESTMENT CORP ET AL 705.5K -54.5K (-7.2%) 5.48M -5.8M (-51.2%) 0.14% -0.032 pp 0.01% -0.009 pp USD14.79 -47.5% 2 qtrs
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 677.8K +677.8K (+100.0%) 5.27M +5.3M (+100.0%) 0.14% +0.138 pp 0.00% +0.001 pp USD7.77 +0.0% 1 qtrs NEW
35 NUVEEN, LLC 592.5K +592.5K (+100.0%) 4.60M +4.6M (+100.0%) 0.12% +0.121 pp 0.00% +0.001 pp USD7.77 +0.0% 1 qtrs NEW
36 WALLEYE TRADING LLC 543.1K +285.7K (+111.0%) 4.22M +412.9K (+10.8%) 0.11% +0.051 pp 0.01% +0.000 pp USD11.10 -30.0% 2 qtrs
37 TOROSO INVESTMENTS, LLC 510.3K +510.3K (+100.0%) 3.97M +4.0M (+100.0%) 0.10% +0.104 pp 0.01% +0.009 pp USD7.77 +0.0% 1 qtrs NEW
38 BALYASNY ASSET MANAGEMENT L.P. 419.9K +419.9K (+100.0%) 3.26M +3.3M (+100.0%) 0.09% +0.086 pp 0.00% +0.004 pp USD7.77 +0.0% 3 qtrs
39 WINTON GROUP LTD 418.3K +318.5K (+319.2%) 3.25M +1.8M (+120.2%) 0.09% +0.062 pp 0.11% +0.057 pp USD9.44 -17.7% 2 qtrs
40 SG AMERICAS SECURITIES, LLC 413.3K +401.8K (+3,486.6%) 3.21M +3.0M (+1,788.8%) 0.08% +0.082 pp 0.00% +0.004 pp USD7.97 -2.5% 2 qtrs
41 AQUATIC CAPITAL MANAGEMENT LLC 412.4K +412.4K (+100.0%) 3.20M +3.2M (+100.0%) 0.08% +0.084 pp 0.09% +0.091 pp USD7.77 +0.0% 1 qtrs NEW
42 MARSHALL WACE, LLP 370.0K +355.9K (+2,524.4%) 2.88M +2.7M (+1,278.8%) 0.08% +0.072 pp 0.00% +0.002 pp USD7.93 -2.0% 3 qtrs
43 RENAISSANCE TECHNOLOGIES LLC 364.4K +364.4K (+100.0%) 2.83M +2.8M (+100.0%) 0.07% +0.074 pp 0.00% +0.004 pp USD7.77 +0.0% 1 qtrs NEW
44 SKAANA MANAGEMENT L.P. 349.5K -63.4K (-15.4%) 2.72M -3.4M (-55.5%) 0.07% -0.024 pp 0.88% -0.823 pp USD12.33 -37.0% 3 qtrs
45 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 347.4K +347.4K (+100.0%) 2.70M +2.7M (+100.0%) 0.07% +0.071 pp 0.00% +0.005 pp USD7.77 +0.0% 1 qtrs NEW
46 ENTROPY TECHNOLOGIES, LP 336.9K +313.3K (+1,327.7%) 2.62M +2.3M (+650.0%) 0.07% +0.063 pp 0.14% +0.116 pp USD8.26 -5.9% 2 qtrs
47 QUANTBOT TECHNOLOGIES LP 333.9K +333.9K (+100.0%) 2.59M +2.6M (+100.0%) 0.07% +0.068 pp 0.09% +0.086 pp USD7.77 +0.0% 3 qtrs
48 RHUMBLINE ADVISERS 331.6K +331.6K (+100.0%) 2.58M +2.6M (+100.0%) 0.07% +0.068 pp 0.00% +0.002 pp USD7.77 +0.0% 1 qtrs NEW
49 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 316.7K +118.1K (+59.5%) 2.46M -476.5K (-16.2%) 0.06% +0.019 pp 0.00% -0.001 pp USD12.17 -36.2% 2 qtrs
50 WELLS FARGO & COMPANY/MN 308.1K +305.1K (+9,956.6%) 2.39M +2.3M (+5,183.2%) 0.06% +0.062 pp 0.00% +0.000 pp USD7.84 -0.9% 3 qtrs
51 CLEAR STREET GROUP INC. 272.9K +42.9K (+18.6%) 2.12M -1.3M (-37.7%) 0.06% +0.002 pp 0.01% -0.004 pp USD13.69 -43.2% 2 qtrs
52 ALLIANCEBERNSTEIN L.P. 267.6K +267.6K (+100.0%) 2.08M +2.1M (+100.0%) 0.05% +0.055 pp 0.00% +0.001 pp USD7.77 +0.0% 1 qtrs NEW
53 XTX TOPCO LTD 244.3K +204.6K (+514.1%) 1.90M +1.3M (+222.6%) 0.05% +0.041 pp 0.05% +0.019 pp USD8.91 -12.8% 2 qtrs
54 DEUTSCHE BANK AG\ 190.3K +190.3K (+100.0%) 1.48M +1.5M (+100.0%) 0.04% +0.039 pp 0.00% +0.001 pp USD7.77 +0.0% 1 qtrs NEW
55 INVESCO LTD. 187.6K +187.6K (+100.0%) 1.46M +1.5M (+100.0%) 0.04% +0.038 pp 0.00% +0.000 pp USD7.77 +0.0% 1 qtrs NEW
56 SQUAREPOINT OPS LLC 181.5K +181.5K (+100.0%) 1.41M +1.4M (+100.0%) 0.04% +0.037 pp 0.00% +0.002 pp USD7.77 +0.0% 3 qtrs
57 BNP PARIBAS ARBITRAGE, SNC 165.4K +49.7K (+42.9%) 1.28M -426.4K (-24.9%) 0.03% +0.007 pp 0.00% 0.000 pp USD10.70 -27.4% 3 qtrs
58 PDT PARTNERS, LLC 164.2K +164.2K (+100.0%) 1.28M +1.3M (+100.0%) 0.03% +0.034 pp 0.08% +0.083 pp USD7.77 +0.0% 1 qtrs NEW
59 PRICE T ROWE ASSOCIATES INC /MD/ 157.2K +157.2K (+100.0%) 1.22M +1.2M (+100.0%) 0.03% +0.032 pp 0.00% +0.000 pp USD7.77 +0.0% 1 qtrs NEW
60 METLIFE INVESTMENT MANAGEMENT, LLC 151.4K +151.4K (+100.0%) 1.18M +1.2M (+100.0%) 0.03% +0.031 pp 0.01% +0.006 pp USD7.77 +0.0% 1 qtrs NEW
61 EXODUSPOINT CAPITAL MANAGEMENT, LP 142.2K +142.2K (+100.0%) 1.10M +1.1M (+100.0%) 0.03% +0.029 pp 0.01% +0.009 pp USD7.77 +0.0% 1 qtrs NEW
62 LPL FINANCIAL LLC 141.6K +27.5K (+24.1%) 1.10M -586.9K (-34.8%) 0.03% +0.002 pp 0.00% 0.000 pp USD13.08 -40.6% 3 qtrs
63 ATOM INVESTORS LP 139.9K +139.9K (+100.0%) 1.09M +1.1M (+100.0%) 0.03% +0.029 pp 0.09% +0.086 pp USD7.77 +0.0% 1 qtrs NEW
64 VIENNA ASSET MANAGEMENT LLC 135.1K -9.4K (-6.5%) 1.05M -1.1M (-50.9%) 0.03% -0.006 pp 0.60% -0.678 pp USD14.79 -47.5% 2 qtrs
65 MAGNETAR FINANCIAL LLC 113.5K +113.5K (+100.0%) 881.8K +881.8K (+100.0%) 0.02% +0.023 pp 0.01% +0.009 pp USD7.77 +0.0% 1 qtrs NEW
66 SUMMITTX CAPITAL, L.P. 108.5K +61.9K (+133.0%) 842.9K +154.2K (+22.4%) 0.02% +0.011 pp 0.03% -0.003 pp USD10.26 -24.3% 3 qtrs
67 QSEMBLE CAPITAL MANAGEMENT, LP 105.9K +77.9K (+278.0%) 822.8K +408.5K (+98.6%) 0.02% +0.015 pp 0.07% +0.028 pp USD9.63 -19.3% 2 qtrs
68 VIRTU FINANCIAL LLC 102.9K +102.9K (+100.0%) 799.0K +799.0K (+100.0%) 0.02% +0.021 pp 0.03% +0.031 pp USD7.77 +0.0% 1 qtrs NEW
69 LMR PARTNERS LLP 100.0K +100.0K (+100.0%) 777.0K +777.0K (+100.0%) 0.02% +0.020 pp 0.00% +0.002 pp USD7.77 +0.0% 1 qtrs NEW
70 IMC-CHICAGO, LLC 98.1K +98.1K (+100.0%) 762.5K +762.5K (+100.0%) 0.02% +0.020 pp 0.00% +0.000 pp USD7.77 +0.0% 1 qtrs NEW
71 NEW YORK STATE COMMON RETIREMENT FUND 86.1K +86.1K (+100.0%) 669.0K +669.0K (+100.0%) 0.02% +0.018 pp 0.00% +0.001 pp USD7.77 +0.0% 1 qtrs NEW
72 MANUFACTURERS LIFE INSURANCE COMPANY, THE 83.5K +83.5K (+100.0%) 649.0K +649.0K (+100.0%) 0.02% +0.017 pp 0.00% +0.001 pp USD7.77 +0.0% 1 qtrs NEW
73 VIDENT ADVISORY, LLC 77.6K +60.2K (+345.8%) 602.8K +345.4K (+134.2%) 0.02% +0.012 pp 0.01% +0.003 pp USD9.34 -16.8% 2 qtrs
74 COATUE MANAGEMENT LLC 74.3K -11.4M (-99.4%) 577.6K -169.8M (-99.7%) 0.02% -2.656 pp 0.00% -0.416 pp USD11.98 -35.1% 3 qtrs
75 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 73.1K +73.1K (+100.0%) 567.6K +567.6K (+100.0%) 0.01% +0.015 pp 0.00% +0.005 pp USD7.77 +0.0% 1 qtrs NEW
76 NOMURA HOLDINGS INC 61.6K +61.6K (+100.0%) 478.6K +478.6K (+100.0%) 0.01% +0.013 pp 0.00% +0.001 pp USD7.77 +0.0% 1 qtrs NEW
77 TWINBEECH CAPITAL LP 59.8K +59.8K (+100.0%) 464.6K +464.6K (+100.0%) 0.01% +0.012 pp 0.03% +0.033 pp USD7.77 +0.0% 1 qtrs NEW
78 PROSPERA FINANCIAL SERVICES INC 58.6K +19.2K (+48.9%) 455.5K -126.9K (-21.8%) 0.01% +0.003 pp 0.01% -0.003 pp USD12.49 -37.8% 2 qtrs
79 ROYAL BANK OF CANADA 57.8K +56.5K (+4,284.6%) 450.0K +431.0K (+2,268.4%) 0.01% +0.012 pp 0.00% +0.000 pp USD7.87 -1.3% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 38 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Amplify Blockchain Technology ETF BLOK 1.74% 20.07M 0.70%
2 Global X - FinTech ETF FINX 0.56% 964.7K 0.68%
3 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.31% 795.6K 0.12%
4 iShares Ageing Population UCITS ETF AGED.L 0.24% 2.14M 0.40%
5 iShares Russell 2000 Growth ETF IWO 0.14% 21.31M 0.24%
6 Franklin Small Cap Enhanced ETF FSML 0.13% 198.6K 0.45%
7 Vanguard Russell 2000 Value ETF VTWV 0.10% 1.24M 0.06%
8 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.08% 72.1K 0.89%
9 iShares Russell 2000 BuyWrite ETF IWMW 0.08% 45.3K 0.39%
10 iShares Russell 2000 ETF IWM 0.08% 66.26M 0.19%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
3.00
Bullish
Ratio by volume
3.00
Bullish
Buys
3
Sells
1
Shares acquired
59.7K
Shares disposed
12.5K
Cash buys
Cash sales
Net activity
+47,190
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
2026-04-13 HOULIHAN WILLIAM A Director A-Award A Restricted Share Units 42,471 0.00 42,471 D
2026-04-10 HOULIHAN WILLIAM A Director A-Award A Class A Ordinary Shares 4,719 0.00 17,219 D
2026-03-17 Wang Haichen Director / Officer Restricted Share Units 167,965 0.00 0 D
2026-03-17 Wang Anquan Director / Officer / 10% Owner Class B Ordinary Shares 100,158,736 0.00 0 I
2026-03-17 James Benjamin Worthy Director / Officer Restricted Share Units 201,558 0.00 0 D
2026-03-17 HOULIHAN WILLIAM A Director Restricted Share Units 12,500 0.00 0 D
2026-03-17 Denier Anthony Michael Director / Officer Restricted Share Units 335,930 0.00 0 D
2026-03-17 Bishop Walter A. Director Restricted Share Units 12,500 0.00 0 D
2022-01-01 Denier Anthony Michael Director / Officer Option (right to buy) 251,948 0.14 34.9K 0 D
2005-12-30 ROBINSON J MACK Director / Officer / 10% Owner U-Tender D Option to Purchase 35,000 14.85 519.8K 0
2005-12-30 ROBINSON HARRIETT J 10% Owner U-Tender D Option to Purchase 35,000 14.85 519.8K 0
2005-12-30 PRATHER ROBERT S JR Director / Officer U-Tender D Option to Purchase 70,000 13.50 945.0K 0
2005-12-30 HOWELL HILTON H JR Director / Officer U-Tender D Option to Purchase 7,500 24.38 182.8K 0
2005-02-07 ROBINSON J MACK Director / Officer / 10% Owner J-Other A Common Stock, $.01 par value 343,333 0.66 226.6K 3,110,811
2005-02-07 ROBINSON HARRIETT J 10% Owner J-Other A Common Stock, $.01 par value 343,333 0.66 226.6K 3,110,811
2005-02-07 PRATHER ROBERT S JR Director / Officer J-Other A Common Stock, $.01 par value 25,000 0.60 15.0K 60,240
2005-02-07 HOWELL HILTON H JR Director / Officer J-Other A Common Stock, $.01 par value 25,000 0.60 15.0K 48,928
2005-02-01 ROBINSON J MACK Director / Officer / 10% Owner P-Purchase A Common Stock, $.01 par value 5,000 0.52 2.6K 66,210
2005-02-01 ROBINSON HARRIETT J 10% Owner P-Purchase A Common Stock, $.01 par value 5,000 0.52 2.6K 66,210
2005-01-21 ROBINSON J MACK Director / Officer / 10% Owner P-Purchase A Common Stock, $.01 par value 1,000 0.52 520.00 61,210
2005-01-21 ROBINSON HARRIETT J 10% Owner P-Purchase A Common Stock, $.01 par value 1,000 0.52 520.00 61,210
2005-01-04 ROBINSON J MACK Director / Officer / 10% Owner P-Purchase A Common Stock, $.01 par value 5,000 0.50 2.5K 60,210
2005-01-04 ROBINSON HARRIETT J 10% Owner P-Purchase A Common Stock, $.01 par value 5,000 0.50 2.5K 60,210
2004-12-31 ROBINSON J MACK Director / Officer / 10% Owner P-Purchase A Common Stock, $.01 par value 2,500 0.42 1.1K 55,210
2004-12-31 ROBINSON HARRIETT J 10% Owner P-Purchase A Common Stock, $.01 par value 2,500 0.42 1.1K 55,210
2004-12-31 PRATHER ROBERT S JR Director / Officer P-Purchase A Common Stock, $.01 par value 10,000 0.58 5.8K 35,240
2004-11-19 ROBINSON J MACK Director / Officer / 10% Owner J-Other A Common Stock, $.01 par value 674,938 0.37 249.7K 2,742,478
2004-11-19 ROBINSON HARRIETT J 10% Owner J-Other A Common Stock, $.01 par value 674,938 0.37 249.7K 2,742,478
2004-08-10 ROBINSON J MACK Director / Officer / 10% Owner J-Other A Common Stock, $.01 par value 462,479 0.24 111.0K 2,067,540
2004-08-10 ROBINSON HARRIETT J 10% Owner J-Other A Common Stock, $.01 par value 462,479 0.24 111.0K 2,067,540
2004-04-27 ROBINSON J MACK Director / Officer / 10% Owner J-Other A Common Stock, $.01 par value 191,717 0.51 97.8K 1,605,061
2004-04-27 ROBINSON HARRIETT J 10% Owner J-Other A Common Stock, $.01 par value 191,717 0.51 97.8K 1,605,061
2004-03-09 ROBINSON J MACK Director / Officer / 10% Owner A-Award A Common Stock, $.01 par value 143,417 0.68 97.5K 1,443,344
2004-03-09 ROBINSON HARRIETT J 10% Owner A-Award A Common Stock, $.01 par value 143,417 0.68 97.5K 1,443,344
2004-01-29 ROBINSON J MACK Director / Officer / 10% Owner J-Other A Common Stock, $.01 par value 148,713 0.70 104.1K 1,299,927
2004-01-29 ROBINSON HARRIETT J 10% Owner J-Other A Common Stock, $.01 par value 148,713 0.70 104.1K 1,299,927
2004-01-29 HOWELL HILTON H JR Director / Officer J-Other A Common Stock, $.01 par value 21,428 0.70 15.0K 23,928
2003-12-01 ROBINSON J MACK Director / Officer / 10% Owner P-Purchase A Common Stock, $.01 par value 30,000 1.50 45.0K 948,993
2003-12-01 ROBINSON HARRIETT J 10% Owner P-Purchase A Common Stock, $.01 par value 30,000 1.50 45.0K 948,993
2003-10-01 ROBINSON J MACK Director / Officer / 10% Owner P-Purchase A Common Stock, $.01 par value 325,325 2.80 910.9K 918,993
2003-10-01 ROBINSON HARRIETT J 10% Owner P-Purchase A Common Stock, $.01 par value 325,325 2.80 910.9K 918,993
2003-08-25 ROBINSON J MACK Director / Officer / 10% Owner J-Other A Common Stock, $.01 par value 63,153 3.52 222.1K 593,668
2003-08-25 ROBINSON HARRIETT J 10% Owner J-Other A Common Stock, $.01 par value 63,153 3.52 222.0K 593,668
1988-08-08 ROBINSON J MACK Director / Officer / 10% Owner J-Other A Option to Purchase 0 14.85 1
1988-08-08 HOWELL HILTON H JR Director / Officer J-Other A Option to Purchase 0 24.38 1

Executive team

Top executives
EBIT / Employee
42.4K
Shares Outstanding
531.82M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-21 6-K
2026-05-20 SC 13G/A
2026-05-14 6-K
2026-05-13 4
2026-05-11 CERT
2026-05-07 6-K
2026-05-06 4
2026-05-05 6-K
2026-05-05 6-K
2026-05-05 40-17G

Executive team

NameTitleCompensationGender
Anquan Wang Founder, Chief Executive Officer & Chairman male
Anthony Michael Denier President & Director male
Arianne Adams Chief Strategy Officer female
Benjamin W. James General Counsel & Director male
H. C. Wang Chief Financial Officer & Director male
James Chao Head of Internal Controls male
ESG Rating
B
SOFTWARE - APPLICATION
Rank: 105 out of 272
2025
E (Environmental)
63.6 / 66.0
Company / Sector avg.
S (Social)
71.2 / 69.5
Company / Sector avg.
G (Governance)
60.5 / 67.5
Company / Sector avg.
ESG Total
65.1 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
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