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Burford Capital Limited (BUR)
USD4.23
+0.15 (+3.55%)
GG NYSE S&P 500
Financial Services Asset Management
Address
Oak House GY1 2NP
St. Peter Port, GG
St. Peter Port, GG
CEO
Christopher Bogart
Website
burfordcapital.com
IPO
2020-10-19
CIK 1714174 ISIN GG00BMGYLN96
Also trades on
London Stock Exchange · BUR.L (GBp)
New York Stock Exchange · BUR (USD)
Description
Burford Capital Limited provides legal finance products and services worldwide. The company operates in two segments, Principal Finance, and Asset Management and Other Services. The Principal Finance segment provides capital against the underlying value of high-value single or multiple litigation and arbitration matters at any stage of the process from before filing to after a final judgment has been entered; and to a law firm that has agreed to take a case on a contingent fee or alternative fee basis, as well as directly to the client. This segment also offers legal risk management and adverse legal cost insurance services. The Asset Management and Other Services segment manages legal finance assets on behalf of third-party investors, as well as provides other services to the legal industry. The company was incorporated in 2009 and is based in Saint Peter Port, Guernsey.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1957-03-04 | — | Active |
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
USD4.23
+0.15 (+3.55%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.06
Float Shares
198.13M
Free Float %
90.5%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -7.30% | -11.27% | +9.29% | -48.76% | -46.88% | -46.58% | -66.63% | -64.57% | -60.39% | +7.32% | +120.60% |
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 (3 ratings, all time)
Buy
Price Targets & DCF
Current price
4.23
Low
5.00
+18.3%
Consensus
5.00
+18.3%
Median
5.00
+18.3%
High
5.00
+18.3%
DCF (Unlevered)
6.88
+62.8%
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)
83% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 5 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
5.67
+34.2%
|
| Last Quarter | 4 |
7.75
+83.4%
|
| Last Year | 4 |
7.75
+83.4%
|
| All Time | 5 |
9.80
+132.0%
|
Quality scores
Altman Z-Score
0.72
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%-28.0% Q4'25: -67.7% (vs Q4'24)
-
EPS growth Asset Management: +22.7%-57.6% Q4'25: -192.6% (vs Q4'24)
-
FCF margin FCF growth · Asset Management: +27.7%+81.7% Q4'25: -1,358.7% (vs Q4'24)
-
EBIT margin Asset Management: +50.6%+24.7% Q4'25: -912.0% (vs Q4'24)
-
ROIC Asset Management: +6.5%+1.6% Q4'25: -4.3% (vs Q4'24)
-
Share dilution Asset Management: +0.0%+2.4% Q4'25: -1.9% (vs Q4'24)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×25.64× Q4'25: -10.03× (vs Q4'24)
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 |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 4 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
94.09M
est: 83.84M (+12.2%)
|
149.78M
est: 122.64M (+22.1%)
|
319.11M
est: 299.99M (+6.4%)
|
387.64M
est: 381.19M (+1.7%)
|
327.65M
est: 339.92M (-3.6%)
|
316.68M
est: 357.28M (-11.4%)
|
108.12M
est: 245.40M (-55.9%)
|
270.62M
est: 280.70M (-3.6%)
|
1.08B
est: 1.17B (-7.8%)
|
472.25M
est: 607.38M (-22.2%)
|
339.85M
est: 581.92M (-41.6%)
|
-1.19B
-1.32B – -1.04B
-303.8% YoY
|
630.48M
525.55M – 735.41M
+153.2% YoY
|
784.80M
691.26M – 874.73M
+24.5% YoY
|
| EBITDA |
—
est: 41.31M (-100.0%)
|
124.44M
est: 60.43M (+105.9%)
|
283.94M
est: 147.82M (+92.1%)
|
354.60M
est: 187.83M (+88.8%)
|
—
est: 167.50M (-100.0%)
|
218.93M
est: 176.05M (+24.4%)
|
5.98M
est: 120.92M (-95.1%)
|
113.38M
est: 138.32M (-18.0%)
|
821.19M
est: 472.80M (+73.7%)
|
253.59M
est: 245.34M (+3.4%)
|
84.03M
est: 235.06M (-64.3%)
|
-479.04M
-533.94M – -421.94M
-303.8% YoY
|
254.67M
212.29M – 297.06M
+153.2% YoY
|
317.01M
279.23M – 353.34M
+24.5% YoY
|
| EBIT |
-241.0K
est: 39.77M (-100.6%)
|
123.86M
est: 58.17M (+112.9%)
|
271.79M
est: 142.31M (+91.0%)
|
345.11M
est: 180.82M (+90.9%)
|
-12.60M
est: 161.25M (-107.8%)
|
208.24M
est: 169.48M (+22.9%)
|
2.79M
est: 116.41M (-97.6%)
|
109.02M
est: 133.15M (-18.1%)
|
807.66M
est: 459.17M (+75.9%)
|
253.59M
est: 238.27M (+6.4%)
|
84.03M
est: 228.29M (-63.2%)
|
-465.24M
-518.55M – -409.79M
-303.8% YoY
|
247.34M
206.17M – 288.50M
+153.2% YoY
|
307.87M
271.18M – 343.16M
+24.5% YoY
|
| Net Income |
65.67M
est: 51.23M (+28.2%)
|
108.87M
est: 85.78M (+26.9%)
|
249.30M
est: 218.83M (+13.9%)
|
317.58M
est: 273.61M (+16.1%)
|
212.11M
est: 213.03M (-0.4%)
|
143.28M
est: 209.24M (-31.5%)
|
-28.75M
est: 57.53M (-150.0%)
|
30.51M
est: 73.27M (-58.4%)
|
610.52M
est: 396.45M (+54.0%)
|
146.48M
est: 276.07M (-46.9%)
|
62.57M
est: 259.53M (-75.9%)
|
329.30M
-11.92B – 2.76B
+26.9% YoY
|
194.86M
89.93M – 299.78M
-40.8% YoY
|
297.07M
251.04M – 341.33M
+52.5% YoY
|
| SGA |
348.0K
est: 19.94M (-98.3%)
|
315.0K
est: 29.17M (-98.9%)
|
348.0K
est: 71.35M (-99.5%)
|
415.0K
est: 90.66M (-99.5%)
|
9.60M
est: 80.84M (-88.1%)
|
99.34M
est: 84.97M (+16.9%)
|
46.69M
est: 58.36M (-20.0%)
|
37.93M
est: 66.76M (-43.2%)
|
254.74M
est: 241.45M (+5.5%)
|
31.83M
est: 125.29M (-74.6%)
|
53.01M
est: 120.04M (-55.8%)
|
-244.64M
-272.67M – -215.48M
-303.8% YoY
|
130.06M
108.41M – 151.70M
+153.2% YoY
|
161.89M
142.60M – 180.44M
+24.5% YoY
|
| EPS |
0.31
est: 0.23 (+32.6%)
|
0.53
est: 0.39 (+35.6%)
|
1.20
est: 1.00 (+20.3%)
|
1.51
est: 1.25 (+21.1%)
|
0.97
est: 0.97 (-0.1%)
|
0.65
est: 0.95 (-31.8%)
|
-0.26
est: 0.26 (-199.2%)
|
0.14
est: 0.34 (-58.5%)
|
2.74
est: 1.81 (+51.4%)
|
0.67
est: 1.23 (-45.5%)
|
0.29
est: 1.00 (-70.9%)
|
-6.25
-53.07 – 12.31
-727.5% YoY
|
0.94
0.40 – 1.33
+115.1% YoY
|
1.32
1.12 – 1.52
+40.2% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-08 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-07 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-06 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-05 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-04 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-01 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-30 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-29 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-28 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-27 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-24 | C+ | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-22 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-21 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-20 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-17 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-16 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-31.99M
OE per share TTM
-0.15
Owner's Yield
-3.07%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
3.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
53
Total invested
89.31M
Insider transactions (90d)
0
Beneficial owners (>5%)
4
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1)Names of reporting persons. BlackRock, Inc. | 15.42M | 7.00% | — | — | 15.42M | — | HC | Delaware | 2024-10-22 | ↗ |
| 2 | 98-0557567 | 12.42M | 5.70% | 12.42M | — | 12.42M | — | IA, HC | Bermuda | 2022-02-09 | ↗ |
| 3 | No. of Above Person | 11.12M | 5.08% | — | 11.12M | — | 11.12M | HC | Delaware | 2022-02-14 | ↗ |
| 4 | Orbis Investment Management Limited ("OIML"); Allan Gray Australia Pty Limited ("AGAPL") | 130.0K | 5.30% | 11.71M | — | 11.71M | — | FI | — | 2024-11-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
53
-176 vs prev Q
New positions
13
Closed positions
179
Increased
26
Reduced
14
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 2.02M +2.0M (+100.0%) | 19.66B +19.7B (+100.0%) | 0.92% +0.919 pp | 10.12% +10.122 pp | USD8.92 +0.0% | 1 qtrs NEW |
| 2 | BANK OF MONTREAL /CAN/ | 6.78M +1.3M (+24.8%) | 6.07B -393.5M (-6.1%) | 3.09% +0.607 pp | 2.10% -0.377 pp | USD12.09 -26.2% | 21 qtrs — |
| 3 | ORBIS ALLAN GRAY LTD | 12.05M +2.9M (+31.1%) | 107.50M -2.4M (-2.2%) | 5.50% +1.293 pp | 0.45% -0.021 pp | USD11.12 -19.8% | 21 qtrs — |
| 4 | BLACKROCK, INC. | 11.78M +351.4K (+3.1%) | 105.07M -31.6M (-23.1%) | 5.37% +0.146 pp | 0.00% -0.001 pp | USD13.05 -31.6% | 6 qtrs — |
| 5 | AMERIPRISE FINANCIAL INC | 8.72M -702.6K (-7.5%) | 75.11M -32.1M (-29.9%) | 3.98% -0.332 pp | 0.02% -0.008 pp | USD10.16 -12.2% | 21 qtrs — |
| 6 | PICTET NORTH AMERICA ADVISORS SA | 7.65M +— (+0.0%) | 68.51M -22.6M (-24.8%) | 3.49% -0.010 pp | 6.50% -2.028 pp | USD9.00 -0.9% | 20 qtrs — |
| 7 | INVESCO LTD. | 6.04M -15.2K (-0.3%) | 53.88M -18.5M (-25.6%) | 2.75% -0.015 pp | 0.01% -0.003 pp | USD11.16 -20.1% | 16 qtrs — |
| 8 | COOKE & BIELER LP | 5.19M +1.2M (+31.0%) | 46.34M -1.1M (-2.3%) | 2.37% +0.555 pp | 0.48% -0.007 pp | USD12.16 -26.6% | 4 qtrs — |
| 9 | STATE STREET CORP | 3.51M +5.7K (+0.2%) | 31.33M -10.6M (-25.3%) | 1.60% -0.002 pp | 0.00% 0.000 pp | USD12.77 -30.1% | 7 qtrs — |
| 10 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3.30M -241.2K (-6.8%) | 29.44M -12.9M (-30.5%) | 1.51% -0.114 pp | 0.10% -0.037 pp | USD13.75 -35.1% | 10 qtrs — |
| 11 | MITHAQ CAPITAL SPC | 3.21M -7.3M (-69.4%) | 28.60M -96.6M (-77.1%) | 1.46% -3.323 pp | 14.57% -19.243 pp | USD15.60 -42.8% | 9 qtrs — |
| 12 | MORGAN STANLEY | 2.96M -26.4K (-0.9%) | 26.39M -9.3M (-26.1%) | 1.35% -0.016 pp | 0.00% -0.001 pp | USD12.92 -31.0% | 21 qtrs — |
| 13 | CI INVESTMENTS INC. | 2.58M -387.4K (-13.1%) | 22.98M -12.5M (-35.2%) | 1.18% -0.180 pp | 0.10% -0.028 pp | USD10.49 -15.0% | 21 qtrs — |
| 14 | JEFFERIES FINANCIAL GROUP INC. | 2.50M +2.5M (+100.0%) | 22.33M +22.3M (+100.0%) | 1.14% +1.142 pp | 0.11% +0.114 pp | USD8.92 +0.0% | 3 qtrs — |
| 15 | BANDERA PARTNERS LLC | 2.41M -13.3K (-0.5%) | 21.54M -7.5M (-25.8%) | 1.10% -0.009 pp | 9.68% -3.047 pp | USD11.53 -22.6% | 18 qtrs — |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 2.37M -21.4K (-0.9%) | 21.14M -7.5M (-26.1%) | 1.08% -0.013 pp | 0.00% -0.001 pp | USD12.54 -28.9% | 7 qtrs — |
| 17 | ABRDN PLC | 2.36M +497.8K (+26.8%) | 21.03M -1.0M (-4.7%) | 1.08% +0.225 pp | 0.03% -0.002 pp | USD13.13 -32.1% | 3 qtrs — |
| 18 | BREACH INLET CAPITAL MANAGEMENT, LLC | 1.95M -150.0K (-7.1%) | 17.41M -7.7M (-30.7%) | 0.89% -0.071 pp | 8.20% -4.211 pp | USD13.31 -33.0% | 5 qtrs — |
| 19 | VANGUARD GROUP INC | 1.89M +34.2K (+1.8%) | 16.85M -5.3M (-24.0%) | 0.86% +0.013 pp | 0.00% 0.000 pp | USD12.71 -29.8% | 21 qtrs — |
| 20 | GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 1.87M +262.5K (+16.4%) | 16.64M -2.5M (-13.2%) | 0.85% +0.118 pp | 2.80% -0.028 pp | USD11.44 -22.0% | 12 qtrs — |
| 21 | EVELYN PARTNERS INVESTMENT MANAGEMENT LLP | 1.83M -15.6K (-0.8%) | 16.42M -5.5M (-25.2%) | 0.83% -0.009 pp | 0.45% -0.170 pp | USD12.77 -30.1% | 5 qtrs — |
| 22 | GREENLEA LANE CAPITAL MANAGEMENT, LLC | 1.84M +— (+0.0%) | 16.37M -3.3M (-16.9%) | 0.84% -0.002 pp | 4.78% -0.970 pp | USD13.54 -34.1% | 17 qtrs — |
| 23 | MILLENNIUM MANAGEMENT LLC | 1.55M -28.8K (-1.8%) | 13.84M -5.1M (-26.8%) | 0.71% -0.015 pp | 0.01% -0.002 pp | USD12.33 -27.7% | 5 qtrs — |
| 24 | EMETH VALUE CAPITAL, LLC | 1.38M +2.3K (+0.2%) | 12.34M -4.2M (-25.3%) | 0.63% -0.001 pp | 15.22% -0.784 pp | USD12.78 -30.2% | 5 qtrs — |
| 25 | GOLDMAN SACHS GROUP INC | 1.33M +169.9K (+14.7%) | 11.84M -2.0M (-14.5%) | 0.61% +0.076 pp | 0.00% 0.000 pp | USD13.18 -32.3% | 21 qtrs — |
| 26 | NORTHERN TRUST CORP | 1.29M -125.2K (-8.9%) | 11.46M -5.4M (-32.0%) | 0.59% -0.059 pp | 0.00% -0.001 pp | USD13.26 -32.7% | 7 qtrs — |
| 27 | JANUS HENDERSON GROUP PLC | 1.28M -40.3K (-3.1%) | 11.44M -4.3M (-27.1%) | 0.58% -0.020 pp | 0.01% -0.002 pp | USD9.97 -10.5% | 20 qtrs — |
| 28 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1.27M +1.3M (+100.0%) | 11.32M +11.3M (+100.0%) | 0.58% +0.579 pp | 0.24% +0.237 pp | USD8.92 +0.0% | 1 qtrs NEW |
| 29 | M&G PLC | 1.19M +179.6K (+17.9%) | 10.62M -1.4M (-11.3%) | 0.54% +0.081 pp | 0.05% -0.009 pp | USD14.88 -40.1% | 8 qtrs — |
| 30 | TIMUCUAN ASSET MANAGEMENT INC/FL | 1.10M +— (+0.0%) | 9.84M -3.4M (-25.4%) | 0.50% -0.001 pp | 0.32% -0.067 pp | USD9.67 -7.8% | 21 qtrs — |
| 31 | BARCLAYS PLC | 1.03M +568.9K (+122.6%) | 9.21M +3.1M (+49.8%) | 0.47% +0.259 pp | 0.00% +0.001 pp | USD11.01 -19.0% | 16 qtrs — |
| 32 | BANK OF AMERICA CORP /DE/ | 949.1K -367.4K (-27.9%) | 8.47M -7.3M (-46.2%) | 0.43% -0.169 pp | 0.00% -0.001 pp | USD12.96 -31.2% | 21 qtrs — |
| 33 | CITADEL ADVISORS LLC | 916.2K +204.1K (+28.7%) | 8.17M -343.7K (-4.0%) | 0.42% +0.092 pp | 0.00% 0.000 pp | USD11.63 -23.3% | 21 qtrs — |
| 34 | SG AMERICAS SECURITIES, LLC | 874.3K +849.7K (+3,454.8%) | 7.80M +7.5M (+2,552.4%) | 0.40% +0.388 pp | 0.01% +0.009 pp | USD9.01 -1.0% | 2 qtrs — |
| 35 | CLAAR ADVISORS LLC | 839.7K +108.3K (+14.8%) | 7.49M -1.3M (-14.4%) | 0.38% +0.049 pp | 2.19% -0.400 pp | USD13.67 -34.7% | 10 qtrs — |
| 36 | RENAISSANCE TECHNOLOGIES LLC | 832.0K +526.3K (+172.2%) | 7.42M +3.8M (+103.0%) | 0.38% +0.240 pp | 0.01% +0.007 pp | USD10.14 -12.0% | 19 qtrs — |
| 37 | SYCALE ADVISORS (NY) LLC | 830.4K -1.2M (-58.9%) | 7.41M -16.8M (-69.4%) | 0.38% -0.546 pp | 2.30% -2.223 pp | USD12.07 -26.1% | 21 qtrs — |
| 38 | GLUSKIN SHEFF & ASSOC INC | 762.9K -544.0K (-41.6%) | 6.80M -8.8M (-56.5%) | 0.35% -0.250 pp | 0.94% -1.030 pp | USD10.57 -15.6% | 14 qtrs — |
| 39 | POINT72 ASSET MANAGEMENT, L.P. | 739.0K +654.3K (+772.0%) | 6.59M +5.6M (+550.4%) | 0.34% +0.298 pp | 0.01% +0.006 pp | USD9.27 -3.8% | 2 qtrs — |
| 40 | SQUAREPOINT OPS LLC | 728.8K +626.2K (+610.5%) | 6.50M +5.3M (+429.9%) | 0.33% +0.286 pp | 0.01% +0.006 pp | USD9.35 -4.6% | 5 qtrs — |
| 41 | EMPOWERED FUNDS, LLC | 718.7K +718.7K (+100.0%) | 6.41M +6.4M (+100.0%) | 0.33% +0.328 pp | 0.05% +0.051 pp | USD8.92 +0.0% | 1 qtrs NEW |
| 42 | JPMORGAN CHASE & CO | 717.4K -48.4K (-6.3%) | 6.40M -2.8M (-30.1%) | 0.33% -0.023 pp | 0.00% 0.000 pp | USD12.93 -31.0% | 21 qtrs — |
| 43 | AQR CAPITAL MANAGEMENT LLC | 642.5K +521.3K (+430.0%) | 5.73M +4.3M (+295.3%) | 0.29% +0.238 pp | 0.00% +0.002 pp | USD9.63 -7.4% | 6 qtrs — |
| 44 | NUVEEN, LLC | 635.7K +177.3K (+38.7%) | 5.67M +188.0K (+3.4%) | 0.29% +0.080 pp | 0.00% +0.000 pp | USD12.08 -26.2% | 4 qtrs — |
| 45 | MAREX GROUP PLC | 627.0K +157.0K (+33.4%) | 5.59M -23.0 (0.0%) | 0.29% +0.071 pp | 0.04% -0.004 pp | USD11.20 -20.4% | 2 qtrs — |
| 46 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 626.3K +626.3K (+100.0%) | 5.59M +5.6M (+100.0%) | 0.29% +0.286 pp | 0.02% +0.020 pp | USD8.92 +0.0% | 1 qtrs NEW |
| 47 | HIGHTOWER ADVISORS, LLC | 622.7K +3.5K (+0.6%) | 5.55M -1.9M (-25.0%) | 0.28% +0.001 pp | 0.01% -0.002 pp | USD13.93 -36.0% | 21 qtrs — |
| 48 | UBS GROUP AG | 521.9K -21.4K (-3.9%) | 4.66M -1.8M (-28.4%) | 0.24% -0.010 pp | 0.00% 0.000 pp | USD14.02 -36.4% | 13 qtrs — |
| 49 | BANK OF NEW YORK MELLON CORP | 514.0K -9.8K (-1.9%) | 4.59M -1.7M (-26.5%) | 0.23% -0.005 pp | 0.00% 0.000 pp | USD12.50 -28.6% | 12 qtrs — |
| 50 | LEGAL & GENERAL GROUP PLC | 504.3K +31.6K (+6.7%) | 4.51M -1.1M (-20.0%) | 0.23% +0.014 pp | 0.00% 0.000 pp | USD12.37 -27.9% | 8 qtrs — |
| 51 | CIBC WORLD MARKET INC. | 498.0K +498.0K (+100.0%) | 4.47M +4.5M (+100.0%) | 0.23% +0.227 pp | 0.01% +0.007 pp | USD8.92 +0.0% | 1 qtrs NEW |
| 52 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 500.4K +702.0 (+0.1%) | 4.46M -1.5M (-25.3%) | 0.23% 0.000 pp | 0.00% 0.000 pp | USD12.54 -28.9% | 10 qtrs — |
| 53 | PENDERFUND CAPITAL MANAGEMENT LTD. | 498.0K -246.7K (-33.1%) | 4.44M -4.5M (-50.1%) | 0.23% -0.113 pp | 0.70% -0.803 pp | USD9.91 -10.0% | 21 qtrs — |
| 54 | UBS ASSET MANAGEMENT AMERICAS INC | 451.6K +9.5K (+2.1%) | 4.03M -1.3M (-23.8%) | 0.21% +0.004 pp | 0.00% 0.000 pp | USD12.95 -31.1% | 7 qtrs — |
| 55 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 417.8K +313.9K (+302.0%) | 3.73M +2.5M (+199.8%) | 0.19% +0.143 pp | 0.00% +0.000 pp | USD10.20 -12.5% | 20 qtrs — |
| 56 | EDGESTREAM PARTNERS, L.P. | 412.2K +283.5K (+220.2%) | 3.68M +2.1M (+138.8%) | 0.19% +0.129 pp | 0.10% +0.059 pp | USD10.54 -15.4% | 4 qtrs — |
| 57 | BAILLIE GIFFORD & CO | 398.4K -300.2K (-43.0%) | 3.57M -4.8M (-57.1%) | 0.18% -0.138 pp | 0.00% -0.003 pp | USD13.23 -32.6% | 19 qtrs — |
| 58 | SWISS NATIONAL BANK | 388.5K +6.7K (+1.8%) | 3.47M -1.1M (-24.1%) | 0.18% +0.003 pp | 0.00% -0.001 pp | USD9.83 -9.3% | 21 qtrs — |
| 59 | FIRST FOUNDATION ADVISORS | 379.9K +71.3K (+23.1%) | 3.39M -301.9K (-8.2%) | 0.17% +0.032 pp | 0.13% -0.009 pp | USD11.01 -19.0% | 12 qtrs — |
| 60 | APERTURE INVESTORS, LLC | 369.1K -82.3K (-18.2%) | 3.29M -2.1M (-39.0%) | 0.17% -0.038 pp | 0.38% -0.364 pp | USD12.26 -27.2% | 7 qtrs — |
| 61 | MRAZ, AMERINE & ASSOCIATES, INC. | 363.6K +143.9K (+65.5%) | 3.24M +615.9K (+23.4%) | 0.17% +0.065 pp | 0.48% +0.073 pp | USD11.38 -21.6% | 12 qtrs — |
| 62 | AMUNDI | 286.3K +42.7K (+17.5%) | 2.55M -257.6K (-9.2%) | 0.13% +0.019 pp | 0.00% 0.000 pp | USD12.28 -27.4% | 14 qtrs — |
| 63 | TREXQUANT INVESTMENT LP | 261.5K +190.7K (+269.0%) | 2.33M +1.5M (+175.2%) | 0.12% +0.087 pp | 0.02% +0.012 pp | USD9.97 -10.5% | 7 qtrs — |
| 64 | MAWER INVESTMENT MANAGEMENT LTD. | 249.2K -429.2K (-63.3%) | 2.22M -5.9M (-72.6%) | 0.11% -0.197 pp | 0.01% -0.030 pp | USD11.96 -25.4% | 2 qtrs — |
| 65 | RHUMBLINE ADVISERS | 240.8K -39.8K (-14.2%) | 2.15M -1.2M (-36.0%) | 0.11% -0.019 pp | 0.00% -0.001 pp | USD12.55 -28.9% | 7 qtrs — |
| 66 | ALLIANCEBERNSTEIN L.P. | 231.1K +— (+0.0%) | 2.06M -702.5K (-25.4%) | 0.11% 0.000 pp | 0.00% 0.000 pp | USD12.33 -27.7% | 20 qtrs — |
| 67 | WELLS FARGO & COMPANY/MN | 222.4K +86.6K (+63.8%) | 1.98M +360.0K (+22.2%) | 0.10% +0.039 pp | 0.00% +0.000 pp | USD11.10 -19.6% | 13 qtrs — |
| 68 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 185.4K -2.2K (-1.2%) | 1.65M -590.4K (-26.3%) | 0.08% -0.001 pp | 0.00% -0.001 pp | USD14.12 -36.8% | 7 qtrs — |
| 69 | TWINBEECH CAPITAL LP | 184.1K -6.0K (-3.2%) | 1.64M -631.6K (-27.8%) | 0.08% -0.003 pp | 0.12% +0.027 pp | USD11.96 -25.4% | 2 qtrs — |
| 70 | KORNITZER CAPITAL MANAGEMENT INC /KS | 180.8K +— (+0.0%) | 1.61M -549.6K (-25.4%) | 0.08% 0.000 pp | 0.03% -0.010 pp | USD10.43 -14.5% | 15 qtrs — |
| 71 | PILGRIM PARTNERS ASIA PTE LTD | 180.0K +— (+0.0%) | 1.61M -547.2K (-25.4%) | 0.08% 0.000 pp | 0.77% -0.192 pp | USD11.96 -25.4% | 2 qtrs — |
| 72 | ROYCE & ASSOCIATES LP | 175.0K +— (+0.0%) | 1.56M -532.0K (-25.4%) | 0.08% 0.000 pp | 0.02% -0.005 pp | USD15.60 -42.8% | 9 qtrs — |
| 73 | CENTIVA CAPITAL, LP | 173.1K +173.1K (+100.0%) | 1.54M +1.5M (+100.0%) | 0.08% +0.079 pp | 0.01% +0.013 pp | USD8.92 +0.0% | 1 qtrs NEW |
| 74 | DEUTSCHE BANK AG\ | 172.4K +11.6K (+7.2%) | 1.54M -385.4K (-20.0%) | 0.08% +0.005 pp | 0.00% 0.000 pp | USD12.07 -26.1% | 20 qtrs — |
| 75 | HYPERION CAPITAL ADVISORS LP | 159.0K +— (+0.0%) | 1.42M -483.4K (-25.4%) | 0.07% 0.000 pp | 0.69% -0.323 pp | USD10.72 -16.8% | 16 qtrs — |
| 76 | CAPTION MANAGEMENT, LLC | 150.0K +150.0K (+100.0%) | 1.34M +1.3M (+100.0%) | 0.07% +0.068 pp | 0.01% +0.009 pp | USD8.92 +0.0% | 3 qtrs — |
| 77 | PATHSTONE HOLDINGS, LLC | 149.1K +2.4K (+1.6%) | 1.33M -424.4K (-24.2%) | 0.07% +0.001 pp | 0.01% -0.002 pp | USD15.49 -42.4% | 9 qtrs — |
| 78 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 143.0K +— (+0.0%) | 1.28M -434.6K (-25.4%) | 0.07% 0.000 pp | 0.17% -0.058 pp | USD12.75 -30.0% | 5 qtrs — |
| 79 | CITIGROUP INC | 136.8K +20.2K (+17.3%) | 1.23M -163.6K (-11.8%) | 0.06% +0.009 pp | 0.00% 0.000 pp | USD12.51 -28.7% | 21 qtrs — |
| 80 | CAPRICORN FUND MANAGERS LTD | 135.0K +35.0K (+35.0%) | 1.20M +8.2K (+0.7%) | 0.06% +0.016 pp | 0.29% -0.111 pp | USD12.72 -29.9% | 4 qtrs — |
| 81 | STATE OF WISCONSIN INVESTMENT BOARD | 122.0K -11.0K (-8.3%) | 1.09M -503.0K (-31.6%) | 0.06% -0.005 pp | 0.00% -0.001 pp | USD14.26 -37.4% | 3 qtrs — |
| 82 | JANE STREET GROUP, LLC | 119.3K -266.9K (-69.1%) | 1.06M -3.5M (-76.8%) | 0.05% -0.122 pp | 0.00% -0.001 pp | USD12.34 -27.7% | 13 qtrs — |
| 83 | D. E. SHAW & CO., INC. | 118.4K +118.4K (+100.0%) | 1.06M +1.1M (+100.0%) | 0.05% +0.054 pp | 0.00% +0.001 pp | USD8.92 +0.0% | 1 qtrs NEW |
| 84 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 118.2K +— (+0.0%) | 1.05M -359.3K (-25.4%) | 0.05% 0.000 pp | 0.04% -0.015 pp | USD10.33 -13.6% | 18 qtrs — |
| 85 | QUANTINNO CAPITAL MANAGEMENT LP | 117.1K +100.0K (+586.1%) | 1.04M +840.3K (+411.7%) | 0.05% +0.046 pp | 0.00% +0.002 pp | USD9.52 -6.3% | 5 qtrs — |
| 86 | METLIFE INVESTMENT MANAGEMENT, LLC | 116.8K +— (+0.0%) | 1.04M -355.1K (-25.4%) | 0.05% 0.000 pp | 0.01% -0.002 pp | USD12.94 -31.1% | 7 qtrs — |
| 87 | PRICE T ROWE ASSOCIATES INC /MD/ | 116.5K +8.7K (+8.1%) | 1.04M -249.0K (-19.3%) | 0.05% +0.004 pp | 0.00% +0.000 pp | USD12.82 -30.4% | 6 qtrs — |
| 88 | HOLOCENE ADVISORS, LP | 116.0K +50.6K (+77.3%) | 1.03M +252.4K (+32.3%) | 0.05% +0.023 pp | 0.00% +0.000 pp | USD10.63 -16.1% | 2 qtrs — |
| 89 | RAYMOND JAMES FINANCIAL INC | 111.3K +2.3K (+2.1%) | 993.0K -310.4K (-23.8%) | 0.05% +0.001 pp | 0.00% 0.000 pp | USD12.30 -27.5% | 3 qtrs — |
| 90 | LONDON CO OF VIRGINIA | 105.7K -2.0K (-1.8%) | 942.9K -344.9K (-26.8%) | 0.05% -0.001 pp | 0.01% -0.002 pp | USD12.55 -28.9% | 4 qtrs — |
| 91 | QUANTBOT TECHNOLOGIES LP | 97.6K +30.4K (+45.2%) | 870.7K +66.5K (+8.3%) | 0.04% +0.014 pp | 0.03% +0.007 pp | USD11.01 -19.0% | 2 qtrs — |
| 92 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 93.5K -48.0 (-0.1%) | 833.6K -284.7K (-25.5%) | 0.04% 0.000 pp | 0.00% -0.001 pp | USD13.24 -32.6% | 6 qtrs — |
| 93 | DG CAPITAL MANAGEMENT, LLC | 92.8K -2.1M (-95.7%) | 827.8K -25.2M (-96.8%) | 0.04% -0.953 pp | 0.36% -8.677 pp | USD11.61 -23.2% | 13 qtrs — |
| 94 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 92.1K -4.6K (-4.7%) | 822.6K -330.6K (-28.7%) | 0.04% -0.002 pp | 0.00% 0.000 pp | USD13.24 -32.6% | 8 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 17 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.14% | 2.43M | 0.47% |
| 2 | Vanguard Global Value Factor ETF VVL.TO | 0.07% | 387.6K | 0.38% |
| 3 | Vanguard U.S. Value Factor ETF VFVA | 0.07% | 540.7K | 0.13% |
| 4 | Nuveen ESG Small-Cap ETF NUSC | 0.06% | 759.6K | 0.31% |
| 5 | Vanguard Global Value Equity Active ETF VVLU.AX | 0.05% | 481.2K | 0.28% |
| 6 | Vanguard Russell 2000 Growth ETF VTWG | 0.03% | 550.5K | 0.06% |
| 7 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF BBSC | 0.03% | 219.9K | 0.09% |
| 8 | iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO | 0.03% | 151.8K | 0.36% |
| 9 | Global X - Russell 2000 ETF RSSL | 0.03% | 400.8K | 0.08% |
| 10 | Vanguard Russell 2000 ETF VTWO | 0.03% | 4.69M | 0.06% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.33
Neutral
Ratio by volume
0.74
Neutral
Buys
4
Sells
3
Shares acquired
114.9K
Shares disposed
155.9K
Cash buys
—
Cash sales
—
Net activity
-41,002
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-26 | Utley Charles | Officer | M-Exempt | D | RSUs | 4,044 | 0.00 | — | 36,391 | D | ↗ |
| 2026-03-26 | Perla David | Officer | M-Exempt | D | RSUs | 18,437 | 0.00 | — | 203,461 | D | ↗ |
| 2026-03-26 | OCONNELL ELIZABETH | Officer | A-Award | A | Phantom RSUs | 3,791 | 0.00 | — | 392,837 | D | ↗ |
| 2026-03-26 | Molot Jonathan Todd | Officer | F-InKind | D | Ordinary shares, no par value ("Ordinary Shares") | 1,104 | 7.70 | 8.5K | 3,406,625 | D | ↗ |
| 2026-03-26 | Licht Jordan David | Officer | M-Exempt | D | RSUs | 18,437 | 0.00 | — | 225,390 | D | ↗ |
| 2026-03-26 | Lenkner Travis | Officer | M-Exempt | D | RSUs | 1,100 | 0.00 | — | 254,247 | D | ↗ |
| 2026-03-26 | Klein Mark N. | Officer | M-Exempt | D | RSUs | 18,437 | 0.00 | — | 115,340 | D | ↗ |
| 2026-03-26 | BOGART CHRISTOPHER P | Director / Officer | A-Award | A | Phantom RSUs | 107,568 | 0.00 | — | 2,242,550 | D | ↗ |
| 2026-03-26 | Arnott Craig | Officer | M-Exempt | A | Ordinary Shares | 3,791 | 0.00 | — | 303,429 | D | ↗ |
| 2026-03-05 | Utley Charles | Officer | A-Award | A | RSUs | 18,714 | 0.00 | — | 57,397 | D | ↗ |
| 2026-03-05 | Perla David | Officer | A-Award | A | RSUs | 4,240 | 0.00 | — | 221,898 | D | ↗ |
| 2026-03-05 | OCONNELL ELIZABETH | Officer | A-Award | A | RSUs | 156,287 | 0.00 | — | 425,471 | D | ↗ |
| 2026-03-05 | Molot Jonathan Todd | Officer | A-Award | A | RSUs | 24,740 | 0.00 | — | 2,004,454 | D | ↗ |
| 2026-03-05 | Licht Jordan David | Officer | A-Award | A | RSUs | 156,287 | 0.00 | — | 240,115 | D | ↗ |
| 2026-03-05 | Lenkner Travis | Officer | A-Award | A | RSUs | 152,047 | 0.00 | — | 173,659 | D | ↗ |
| 2026-03-05 | Klein Mark N. | Officer | A-Award | A | RSUs | 39,328 | 0.00 | — | 133,777 | D | ↗ |
| 2026-03-05 | BOGART CHRISTOPHER P | Director / Officer | I-Discretionary | A | Phantom RSUs | 304,353 | 0.00 | — | 2,242,550 | D | ↗ |
| 2026-03-05 | Arnott Craig | Officer | A-Award | A | RSUs | 156,287 | 0.00 | — | 236,455 | D | ↗ |
| 2025-12-18 | Halmy Christopher A | Director | I-Discretionary | A | Phantom RSUs | 5,076 | 0.00 | — | 8,018 | D | ↗ |
| 2025-12-16 | Will Aviva O. | Officer | I-Discretionary | A | Phantom RSUs | 1,394 | 0.00 | — | 163,060 | D | ↗ |
| 2025-12-05 | Perla David | Officer | I-Discretionary | A | Phantom RSUs | 10,294 | 0.00 | — | 217,658 | D | ↗ |
| 2025-10-01 | Licht Jordan David | Officer | M-Exempt | A | Ordinary Shares | 51,606 | 0.00 | — | 103,212 | D | ↗ |
| 2025-09-30 | OCONNELL ELIZABETH | Officer | G-Gift | D | Ordinary shares, no par value ("Ordinary Shares") | 96,138 | 0.00 | — | 34,754 | I | ↗ |
| 2025-09-30 | BOGART CHRISTOPHER P | Director / Officer | G-Gift | A | Ordinary shares, no par value ("Ordinary Shares") | 96,138 | 0.00 | — | 375,000 | I | ↗ |
| 2025-08-21 | Molot Jonathan Todd | Officer | G-Gift | A | Ordinary Shares | 21,035 | 0.00 | — | 6,000,000 | I | ↗ |
| 2025-08-21 | Licht Jordan David | Officer | I-Discretionary | A | Phantom RSUs | 1,738 | 0.00 | — | 187,040 | D | ↗ |
| 2025-08-21 | Klein Mark N. | Officer | I-Discretionary | A | Phantom RSUs | 5,304 | 0.00 | — | 94,449 | D | ↗ |
| 2025-08-21 | BOGART CHRISTOPHER P | Director / Officer | I-Discretionary | A | Phantom RSUs | 89,206 | 0.00 | — | 1,913,457 | D | ↗ |
| 2025-07-09 | Will Aviva O. | Officer | S-Sale | D | Ordinary shares, no par value ("Ordinary Shares") | 17,500 | 14.60 | 255.4K | 293,479 | D | ↗ |
| 2025-07-09 | Perla David | Officer | S-Sale | D | Ordinary shares, no par value ("Ordinary Shares") | 7,000 | 14.60 | 102.2K | 80,172 | D | ↗ |
| 2025-07-09 | Molot Jonathan Todd | Officer | S-Sale | D | Ordinary shares, no par value ("Ordinary Shares") | 210,000 | 14.60 | 3.06M | 3,406,625 | D | ↗ |
| 2025-07-09 | BOGART CHRISTOPHER P | Director / Officer | S-Sale | D | Ordinary shares, no par value ("Ordinary Shares") | 210,000 | 14.60 | 3.06M | 278,862 | I | ↗ |
| 2025-06-06 | Perla David | Officer | M-Exempt | A | Phantom RSUs | 5,995 | 0.00 | — | 207,364 | D | ↗ |
| 2025-06-06 | Molot Jonathan Todd | Officer | M-Exempt | A | Ordinary shares, no par value ("Ordinary Shares") | 54,736 | 0.00 | — | 3,631,930 | D | ↗ |
| 2025-06-06 | BOGART CHRISTOPHER P | Director / Officer | M-Exempt | D | Phantom RSUs | 50,005 | 0.00 | — | 1,824,251 | D | ↗ |
| 2025-06-05 | Sievwright John P. | Director | A-Award | A | Ordinary shares, no par value ("Ordinary Shares") | 10,642 | 0.00 | — | 34,243 | D | ↗ |
| 2025-06-05 | Halmy Christopher A | Director | A-Award | A | Ordinary shares, no par value ("Ordinary Shares") | 7,434 | 0.00 | — | 37,170 | D | ↗ |
| 2025-06-05 | Gillespie Robert Andrew Joseph | Director | A-Award | A | Ordinary shares, no par value ("Ordinary Shares") | 3,717 | 0.00 | — | 18,982 | D | ↗ |
| 2025-06-05 | Dames Rukia Baruti | Director | A-Award | A | Ordinary shares, no par value ("Ordinary Shares") | 3,717 | 0.00 | — | 8,676 | D | ↗ |
| 2025-06-05 | Corrie Pamela B | Director | A-Award | A | Ordinary shares, no par value ("Ordinary Shares") | 3,717 | 0.00 | — | 8,162 | D | ↗ |
| 2025-05-14 | Will Aviva O. | Officer | A-Award | A | PSUs | 11,373 | 0.00 | — | 161,666 | D | ↗ |
| 2025-05-14 | Utley Charles | Officer | A-Award | A | RSUs | 12,131 | 0.00 | — | 38,683 | D | ↗ |
| 2025-05-14 | Perla David | Officer | A-Award | A | PSUs | 8,056 | 0.00 | — | 213,359 | D | ↗ |
| 2025-05-14 | OCONNELL ELIZABETH | Officer | A-Award | A | PSUs | 11,373 | 0.00 | — | 269,184 | D | ↗ |
| 2025-05-14 | Licht Jordan David | Officer | I-Discretionary | A | Phantom RSUs | 928 | 0.00 | — | 185,302 | D | ↗ |
| 2025-05-14 | Lenkner Travis | Officer | A-Award | A | PSUs | 3,298 | 0.00 | — | 21,612 | D | ↗ |
| 2025-05-14 | Klein Mark N. | Officer | A-Award | A | RSUs | 11,373 | 0.00 | — | 77,772 | D | ↗ |
| 2025-05-14 | Arnott Craig | Officer | A-Award | A | PSUs | 11,373 | 0.00 | — | 80,168 | D | ↗ |
| 2025-04-08 | Will Aviva O. | Officer | F-InKind | D | Ordinary shares, no par value ("Ordinary Shares") | 632 | 11.92 | 7.5K | 310,979 | D | ↗ |
| 2025-04-08 | Utley Charles | Officer | M-Exempt | D | RSUs | 12,366 | 0.00 | — | 26,552 | D | ↗ |
| 2025-04-08 | Perla David | Officer | A-Award | A | Phantom RSUs | 13,125 | 0.00 | — | 197,563 | D | ↗ |
| 2025-04-08 | OCONNELL ELIZABETH | Officer | F-InKind | D | Ordinary shares, no par value ("Ordinary Shares") | 632 | 11.92 | 7.5K | 0 | D | ↗ |
| 2025-04-08 | Molot Jonathan Todd | Officer | F-InKind | D | Ordinary shares, no par value ("Ordinary Shares") | 3,518 | 11.92 | 41.9K | 3,577,194 | D | ↗ |
| 2025-04-08 | Klein Mark N. | Officer | M-Exempt | D | RSUs | 13,441 | 0.00 | — | 79,840 | D | ↗ |
| 2025-04-08 | BOGART CHRISTOPHER P | Director / Officer | A-Award | A | Phantom RSUs | 73,060 | 0.00 | — | 1,876,015 | D | ↗ |
| 2025-04-08 | Arnott Craig | Officer | M-Exempt | A | Ordinary shares, no par value ("Ordinary Shares") | 13,441 | 0.00 | — | 253,563 | D | ↗ |
| 2025-03-10 | Lenkner Travis | Officer | P-Purchase | A | Ordinary shares, no par value | 25,283 | 13.25 | 335.0K | 25,283 | D | ↗ |
| 2025-03-07 | OCONNELL ELIZABETH | Officer | I-Discretionary | A | Phantom RSUs | 120,654 | 0.00 | — | 247,070 | D | ↗ |
| 2025-03-07 | Molot Jonathan Todd | Officer | I-Discretionary | A | Phantom RSUs | 115,787 | 0.00 | — | 1,950,931 | D | ↗ |
| 2025-03-07 | Licht Jordan David | Officer | I-Discretionary | A | Phantom RSUs | 994 | 0.00 | — | 161,628 | D | ↗ |
| 2025-03-07 | Halmy Christopher A | Director | I-Discretionary | A | Phantom RSUs | 742 | 0.00 | — | 2,943 | D | ↗ |
| 2025-03-07 | BOGART CHRISTOPHER P | Director / Officer | I-Discretionary | A | Phantom RSUs | 114,983 | 0.00 | — | 1,877,774 | D | ↗ |
| 2025-03-06 | Will Aviva O. | Officer | I-Discretionary | A | Phantom RSUs | 1,610 | 0.00 | — | 139,552 | D | ↗ |
| 2025-03-06 | Molot Jonathan Todd | Officer | I-Discretionary | A | Phantom RSUs | 637,602 | 0.00 | — | 1,835,143 | D | ↗ |
| 2025-03-06 | BOGART CHRISTOPHER P | Director / Officer | I-Discretionary | A | Phantom RSUs | 725,350 | 0.00 | — | 1,762,790 | D | ↗ |
| 2025-01-28 | Will Aviva O. | Officer | S-Sale | D | Ordinary shares, no par value ("Ordinary Shares") | 7,500 | 14.61 | 109.6K | 310,979 | D | ↗ |
| 2025-01-28 | Perla David | Officer | S-Sale | D | Ordinary shares, no par value ("Ordinary Shares") | 3,000 | 14.61 | 43.8K | 82,489 | D | ↗ |
| 2025-01-28 | Molot Jonathan Todd | Officer | S-Sale | D | Ordinary shares, no par value ("Ordinary Shares") | 90,000 | 14.61 | 1.31M | 3,577,194 | D | ↗ |
| 2025-01-28 | BOGART CHRISTOPHER P | Director / Officer | S-Sale | D | Ordinary shares, no par value ("Ordinary Shares") | 90,000 | 14.61 | 1.31M | 452,185 | I | ↗ |
| 2025-01-01 | Will Aviva O. | Officer | — | — | RSUs | 10,274 | 0.00 | — | 0 | D | ↗ |
| 2025-01-01 | Utley Charles | Officer | — | — | RSUs | 9,590 | 0.00 | — | 0 | D | ↗ |
| 2025-01-01 | Sievwright John P. | Director | — | — | Ordinary shares, no par value | 0 | 0.00 | — | 23,601 | D | ↗ |
| 2025-01-01 | Perla David | Officer | — | — | Phantom RSUs | 112,525 | 0.00 | — | 0 | D | ↗ |
| 2025-01-01 | OCONNELL ELIZABETH | Officer | — | — | Ordinary shares, no par value ("Ordinary Shares") | 0 | 0.00 | — | 130,892 | I | ↗ |
| 2025-01-01 | Molot Jonathan Todd | Officer | — | — | Phantom RSUs | 567,299 | 0.00 | — | 0 | D | ↗ |
| 2025-01-01 | Licht Jordan David | Officer | — | — | RSUs | 10,274 | 0.00 | — | 0 | D | ↗ |
| 2025-01-01 | Lenkner Travis | Officer | — | — | RSUs | 7,508 | 0.00 | — | 0 | D | ↗ |
| 2025-01-01 | Klein Mark N. | Officer | — | — | Ordinary shares, no par value ("Ordinary Shares") | 0 | 0.00 | — | 64,041 | D | ↗ |
| 2025-01-01 | Halmy Christopher A | Director | — | — | Ordinary shares, no par value ("Ordinary Shares") | 0 | 0.00 | — | 29,736 | D | ↗ |
| 2025-01-01 | Gillespie Robert Andrew Joseph | Director | — | — | Ordinary shares, no par value | 0 | 0.00 | — | 15,265 | D | ↗ |
| 2025-01-01 | Dames Rukia Baruti | Director | — | — | Ordinary shares, no par value | 0 | 0.00 | — | 4,959 | D | ↗ |
| 2025-01-01 | Corrie Pamela B | Director | — | — | Ordinary shares, no par value | 0 | 0.00 | — | 4,445 | D | ↗ |
| 2025-01-01 | BOGART CHRISTOPHER P | Director / Officer | — | — | Ordinary shares, no par value ("Ordinary Shares") | 0 | 0.00 | — | 7,647,727 | I | ↗ |
| 2025-01-01 | Arnott Craig | Officer | — | — | Ordinary shares, no par value ("Ordinary Shares") | 0 | 0.00 | — | 240,122 | D | ↗ |
| 2020-12-31 | Mithaq Capital SPC | 10% Owner | — | — | Ordinary Shares | 0 | 0.00 | — | 23,021,070 | I | ↗ |
| 2020-12-31 | Mithaq Capital | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-10-19 | Mithaq Capital | 10% Owner | — | I | Ordinary Shares | 0 | 0.00 | — | 23,021,070 | — | ↗ |
| 2018-09-25 | Nantucket Investments Ltd | 10% Owner | S-Sale | D | Common Stock | 325,615 | 1.83 | 595.9K | 0 | — | ↗ |
| 2017-07-31 | Nantucket Investments Ltd | 10% Owner | — | D | Common Stock, par value $0.0001 per share ("Common Stock") | 0 | 0.00 | — | 4,884,245 | — | ↗ |
Executive team
Top executives
EBIT / Employee
491.4K
Shares Outstanding
218.90M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Christopher Bogart Co-Founder and Chief Executive Officer | 1.40M | — | 3.18M | — | — | 6.85M | 11.42M | 27.81% | ↗ |
| 2 | 2025 | Jonathan Molot Co-Founder and Chief Investment Officer | 1.40M | — | 2.87M | — | — | 6.29M | 10.56M | 27.18% | ↗ |
| 3 | 2025 | Elizabeth O’Connell Chief Strategy Officer | 600.0K | — | 705.3K | — | 1.52M | 469.3K | 3.29M | 21.41% | ↗ |
| 4 | 2025 | Craig Arnott Chief Investment Officer — International | 600.0K | — | 299.0K | — | 1.52M | 321.4K | 2.74M | 10.91% | ↗ |
| 5 | 2025 | Jordan Licht Chief Financial Officer | 600.0K | — | 311.6K | — | 1.52M | 235.2K | 2.67M | 11.68% | ↗ |
| 6 | 2024 | Christopher Bogart Co-Founder and Chief Executive Officer | 1.40M | — | 853.9K | — | 1.50M | 7.99M | 11.75M | 7.27% | ↗ |
| 7 | 2024 | Jonathan Molot Co-Founder and Chief Investment Officer | 1.40M | — | 841.4K | — | 1.50M | 7.81M | 11.55M | 7.29% | ↗ |
| 8 | 2024 | Aviva Will President | 600.0K | — | 289.4K | — | 1.52M | 710.4K | 3.12M | 9.28% | ↗ |
| 9 | 2024 | Elizabeth O’Connell Chief Strategy Officer | 583.3K | — | 289.4K | — | 1.52M | 612.9K | 3.01M | 9.63% | ↗ |
| 10 | 2024 | Craig Arnott Chief Investment Officer — International | 583.3K | — | 289.4K | — | 1.52M | 510.5K | 2.90M | 9.97% | ↗ |
| 11 | 2024 | Jordan Licht Chief Financial Officer | 583.3K | — | 289.4K | — | 1.52M | 218.8K | 2.61M | 11.08% | ↗ |
| 12 | 2023 | Jonathan Molot Co-Founder and Chief Investment Officer | 950.0K | — | 543.3K | — | 2.00M | 8.56M | 12.05M | 4.51% | ↗ |
| 13 | 2023 | Christopher Bogart Co-Founder and Chief Executive Officer | 950.0K | — | — | — | 2.00M | 8.78M | 11.73M | 0.00% | ↗ |
| 14 | 2023 | Elizabeth O’Connell Chief Strategy Officer | 500.0K | — | 238.2K | — | 1.52M | 548.2K | 2.81M | 8.49% | ↗ |
| 15 | 2023 | Aviva Will President | 600.0K | — | 238.2K | — | 1.52M | 244.1K | 2.60M | 9.15% | ↗ |
| 16 | 2023 | Craig Arnott Chief Investment Officer — International | 500.0K | — | 238.2K | — | 1.52M | 156.3K | 2.41M | 9.86% | ↗ |
| 17 | 2023 | Jordan Licht Chief Financial Officer | 500.0K | — | 238.2K | — | 1.30M | 157.9K | 2.20M | 10.85% | ↗ |
| 18 | 2022 | Christopher Bogart Co-Founder and Chief Executive Officer | 950.0K | — | 430.1K | — | — | 4.35M | 5.73M | 7.50% | ↗ |
| 19 | 2022 | Jonathan Molot Co-Founder and Chief Investment Officer | 950.0K | — | 429.5K | — | — | 4.17M | 5.55M | 7.74% | ↗ |
| 20 | 2022 | Aviva Will President | 600.0K | — | 300.7K | — | 1.35M | 221.1K | 2.47M | 12.16% | ↗ |
| 21 | 2022 | Elizabeth O’Connell Chief Strategy Officer | 500.0K | — | 237.1K | — | 1.25M | 198.7K | 2.19M | 10.85% | ↗ |
| 22 | 2022 | Jordan Licht Chief Financial Officer | 161.2K | — | 709.9K | — | 1.00M | 17.2K | 1.89M | 37.59% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher Bogart | Co-Founder, Chief Executive Officer & Director | 8M | male |
| Jonathan T. Molot | Co-Founder & Chief Investment Officer | 8M | male |
| Elizabeth O'Connell | Chief Strategy Officer | 3M | female |
| Craig Geoffrey Arnott | Chief Investment Officer of International | 2M | male |
| Jordan Licht | Chief Financial Officer | 2M | male |
| Josh Wood | Head of Investor Relations of Americas | — | male |
| Liz Bigham | Chief Marketing Officer | — | female |
| Mark N. Klein | Chief Administrative Officer & General Counsel | — | male |
| Monika Kumari Singh | Chief Compliance Officer | — | female |
| Philipp Ferdinand Leibfried | Head of Europe | — | male |
| Phillip Lu | Head of Project Management Office | — | male |
| Robert Bailhache | Director and Head of Investor Relations for EMEA & Asia | — | male |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
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Market share among peers
Peer comparison — filtered group (TTM)
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Community Opinion for BUR
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