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Maplebear Inc. (CART)

USD48.28 -0.11 (-0.23%)
US NASDAQ Technology Software - Services
Address 50 Beale Street 94105
San Francisco, CA, US
CEO Chris Rogers
IPO 2023-09-19
CIK 1579091 ISIN US5653941030

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Description

Maplebear Inc., doing business as Instacart, operates as a technology and enablement partner for the grocery industry in the United States and internationally. The company offers Instacart Marketplace which helps retailers serve customers’ needs by supporting fulfillment options, shopping occasions, and categories; Instacart Enterprise platform, an end-to-end technology solution for retailers across all aspects of business; and Instacart Ads, enables brands to learn more about general consumer behavior from discovery to purchase, offering insights about how to optimize advertising spend. It also provides advertising solutions, including sponsored product ads, display ads, coupons, and brand pages; and software-as-a-service. The company’s services can be provided through company’s mobile application or website. Maplebear Inc., was incorporated in 2012 and is headquartered in San Francisco, California.

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
USD48.28 -0.11 (-0.23%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
0.88
Float Shares
212.97M
Free Float %
90.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.34% -3.72% -0.48% +17.51% -0.89% -13.16% -10.43% +15.91% +15.91% +15.91% +15.91%
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 (26 ratings, all time) Buy
Price Targets & DCF
Current price
48.28
Low 43.00 -10.9%
Consensus 52.30 +8.3%
Median 51.00 +5.6%
High 69.00 +42.9%
DCF (Levered) 149.08 +208.8%

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) 61% Bullish
Rating 2026-05 Change
Strong Buy 6 0
Buy 13 0
Hold 10 -2
Sell 1 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 3
49.00
+1.5%
Last Quarter 7
50.29
+4.2%
Last Year 25
50.04
+3.6%
All Time 59
47.90
-0.8%
Quality scores
Altman Z-Score
6.23
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Services: +17.3%
    +10.8% Q1'26: +13.6% (vs Q1'25)
  • EPS growth Software - Services: +45.7%
    +1.3% Q1'26: +50.0% (vs Q1'25)
  • FCF margin FCF growth · Software - Services: +36.5%
    +9.8% Q1'26: +24.7% (vs Q1'25)
  • EBIT margin Software - Services: +5.3%
    +13.3% Q1'26: +18.1% (vs Q1'25)
  • ROIC Software - Services: +5.6%
    +21.4% Q1'26: +30.9% (vs Q1'25)
  • Share dilution Software - Services: +0.0%
    -3.3% Q1'26: -8.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Services: -0.68×
    0.06× Q1'26: 0.04× (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 (0.97) × ERP
WACC = 100% × Ke + 0% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 48.28
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 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
22 Rev. Ana.
20 EPS Ana.
Dec 2027
22 Rev. Ana.
21 EPS Ana.
Dec 2028
15 Rev. Ana.
13 EPS Ana.
Dec 2029
11 Rev. Ana.
11 EPS Ana.
Dec 2030
7 Rev. Ana.
5 EPS Ana.
Revenue
3.04B
est: 3.10B (-2.0%)
3.38B
est: 3.39B (-0.2%)
3.74B
est: 3.72B (+0.5%)
4.19B
4.14B – 4.26B
+12.6% YoY
4.60B
4.46B – 4.77B
+9.8% YoY
5.04B
4.99B – 5.09B
+9.5% YoY
5.31B
4.97B – 5.46B
+5.3% YoY
5.63B
5.27B – 5.80B
+6.2% YoY
EBITDA
-2.09B
est: -208.03M (-902.2%)
556.00M
est: -237.48M (+334.1%)
597.00M
est: -261.16M (+328.6%)
-294.03M
-298.93M – -290.53M
-12.6% YoY
-322.79M
-334.72M – -312.97M
-9.8% YoY
-353.37M
-356.86M – -349.89M
-9.5% YoY
-372.19M
-383.08M – -348.38M
-5.3% YoY
-395.19M
-406.76M – -369.92M
-6.2% YoY
EBIT
-2.14B
est: -268.96M (-696.4%)
489.00M
est: -303.96M (+260.9%)
498.00M
est: -334.27M (+249.0%)
-376.34M
-382.61M – -371.86M
-12.6% YoY
-413.15M
-428.42M – -400.58M
-9.8% YoY
-452.29M
-456.75M – -447.83M
-9.5% YoY
-476.37M
-490.31M – -445.90M
-5.3% YoY
-505.82M
-520.63M – -473.47M
-6.2% YoY
Net Income
-1.62B
est: -2.26B (+28.1%)
457.00M
est: 424.00M (+7.8%)
447.00M
est: 476.00M (-6.1%)
611.78M
604.42M – 770.28M
+28.5% YoY
736.34M
677.49M – 943.07M
+20.4% YoY
788.80M
645.59M – 1.34B
+7.1% YoY
1.13B
1.04B – 1.18B
+43.7% YoY
1.31B
1.20B – 1.36B
+15.9% YoY
SGA
1.76B
est: 1.30B (+35.4%)
1.17B
est: 1.39B (-15.5%)
1.34B
est: 1.52B (-12.4%)
1.72B
1.70B – 1.74B
+12.6% YoY
1.88B
1.83B – 1.95B
+9.8% YoY
2.06B
2.04B – 2.08B
+9.5% YoY
2.17B
2.03B – 2.24B
+5.3% YoY
2.31B
2.16B – 2.37B
+6.2% YoY
EPS
-12.43
est: -8.25 (-50.6%)
1.69
est: 1.42 (+18.9%)
1.71
est: 1.81 (-5.6%)
2.43
2.16 – 2.75
+34.3% YoY
2.97
2.42 – 3.37
+21.9% YoY
3.53
2.31 – 4.78
+18.9% YoY
4.06
3.72 – 4.21
+15.0% YoY
4.70
4.31 – 4.88
+15.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-11 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-08 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-07 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-06 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-05 A- 4/5 4/5 5/5 5/5 3/5 2/5 2/5
2026-05-04 A- 4/5 4/5 5/5 5/5 3/5 2/5 2/5
2026-05-01 A- 4/5 4/5 5/5 5/5 3/5 2/5 2/5
2026-04-30 A- 4/5 4/5 5/5 5/5 3/5 2/5 2/5
2026-04-29 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-28 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-27 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-24 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-23 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-22 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-21 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-20 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-17 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-16 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5
2026-04-15 A- 4/5 4/5 5/5 5/5 2/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
904.66M
OE per share TTM
3.35
Owner's Yield
9.41%
Maintenance CapEx ratio
6.62%
Maint CapEx / Avg PPE
5.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
122
Total invested
161.87M
Insider transactions (90d)
0
Beneficial owners (>5%)
33
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 SC US (TTGP), LTD. (“SC US (TTGP)”) 41.91M 15.00% 41.91M 41.91M PN 2024-02-27
2 Daniel Sundheim 37.85M 13.50% 12.2K 37.84M 12.2K HC, IN United States of America 2024-02-14
3 D1 Capital Partners L.P. 37.84M 13.50% 37.84M IA, PN Delaware 2024-02-14
4 SC U.S. VENTURE XIV MANAGEMENT, L.P. (“SC U.S. VENTURE XIV MANAGEMENT”) 25.73M 9.20% 25.73M 25.73M PN 2024-02-27
5 SEQUOIA CAPITAL U.S. VENTURE FUND XIV, L.P. (“SC U.S. VENTURE FUND XIV”) 25.73M 9.20% 25.73M 25.73M PN 2024-02-27
6 SEQUOIA CAPITAL U.S. VENTURE PARTNERS FUND XIV (Q), L.P. (“SC U.S. VENTURE FUND XIV (Q)”) 25.73M 9.20% 25.73M 25.73M PN 2024-02-27
7 SEQUOIA CAPITAL U.S. VENTURE PARTNERS FUND XIV, L.P. (“SC U.S. VENTURE PARTNERS FUND XIV”) 25.73M 9.20% 25.73M 25.73M PN 2024-02-27
8 SEQUOIA CAPITAL USV XIV HOLDCO, LTD. (“SEQUOIA CAPITAL USV XIV HOLDCO”) 25.73M 9.20% 25.73M 25.73M OO 2024-02-27
9 GCM Grosvenor Holdings, LLC 9.01M 3.20% 9.01M OO State of Delaware 2024-02-14
10 GCM Grosvenor Inc. 9.01M 3.20% 9.01M CO State of Delaware 2024-02-14
11 GCM V, L.L.C. 9.01M 3.20% 9.01M OO State of Delaware 2024-02-14
12 GCM, L.L.C. 9.01M 3.20% 9.01M OO State of Delaware 2024-02-14
13 Grosvenor Capital Management, L.P. 9.01M 3.20% 9.01M PN State of Delaware 2024-02-14
14 Michael J. Sacks 9.01M 3.20% 9.01M IN State of Delaware 2024-02-14
15 Grosvenor Capital Management Holdings, LLLP 8.95M 3.20% 8.95M PN State of Delaware 2024-02-14
16 GCM Grosvenor IC SPV, LLC 7.89M 2.80% 7.89M OO State of Delaware 2024-02-14
17 SC U.S. GROWTH VI MANAGEMENT, L.P. (“SC U.S. GROWTH VI MANAGEMENT”) 5.05M 1.80% 5.05M 5.05M PN 2024-02-27
18 SEQUOIA CAPITAL U.S. GROWTH FUND VI, L.P. (“SEQUOIA CAPITAL U.S. GROWTH FUND VI”) 4.74M 1.70% 4.74M 4.74M PN 2024-02-27
19 SC GLOBAL GROWTH II MANAGEMENT, L.P. (“SC GLOBAL GROWTH II MANAGEMENT”) 4.47M 1.60% 4.47M 4.47M PN 2024-02-27
20 SEQUOIA CAPITAL GLOBAL GROWTH FUND II, L.P. (“SEQUOIA CAPITAL GLOBAL GROWTH FUND II”) 4.41M 1.60% 4.41M 4.41M PN 2024-02-27
21 SEQUOIA CAPITAL US/E EXPANSION FUND I MANAGEMENT, L.P. (“SC US/E EXPANSION FUND I MGMT”) 3.15M 1.10% 3.15M 3.15M PN 2024-02-27
22 SC U.S. GROWTH VII MANAGEMENT, L.P. (“SC U.S. GROWTH VII MANAGEMENT”) 1.94M 0.70% 1.94M 1.94M PN 2024-02-27
23 SEQUOIA CAPITAL U.S. GROWTH FUND VII, L.P. (“SEQUOIA CAPITAL U.S. GROWTH FUND VII”) 1.77M 0.60% 1.77M 1.77M PN 2024-02-27
24 SCGGF III – U.S./INDIA MANAGEMENT, L.P. (“SCGGF III – U.S./INDIA MANAGEMENT”) 1.22M 0.40% 1.22M 1.22M PN 2024-02-27
25 SEQUOIA CAPITAL US/E EXPANSION FUND I, L.P. (“SC US/E EXPANSION FUND I”) 1.00M 0.40% 1.00M 1.00M PN 2024-02-27
26 SEQUOIA CAPITAL GLOBAL GROWTH FUND III - ENDURANCE PARTNERS, L.P. (“SC GGF III ”) 351.4K 0.10% 351.4K 351.4K PN 2024-02-27
27 SEQUOIA CAPITAL GLOBAL GROWTH FUND III – ENDURANCE PARTNERS MANAGEMENT, L.P. (“SC GGF III MGMT”) 351.4K 0.10% 351.4K 351.4K PN 2024-02-27
28 SEQUOIA CAPITAL U.S. GROWTH PRINCIPALS VI FUND, L.P. (“SEQUOIA CAPITAL U.S. GROWTH PRINCIPALS VI FUN 308.0K 0.10% 308.0K 308.0K PN 2024-02-27
29 SEQUOIA CAPITAL U.S. GROWTH VII PRINCIPALS FUND, L.P. (“SEQUOIA CAPITAL U.S. GROWTH VII PRINCIPALS F 165.0K 0.10% 165.0K 165.0K PN 2024-02-27
30 FUND”) 68.0K 0.10% 68.0K 68.0K PN 2024-02-27
31 SEQUOIA CAPITAL GLOBAL GROWTH II PRINCIPALS FUND, L.P. (“SEQUOIA CAPITAL GLOBAL GROWTH II PRINCIPALS 68.0K 0.10% 68.0K 68.0K PN ISLANDS 2024-02-14
32 DOUGLAS LEONE (“DL”) 2.20% 6.04M 6.04M IN 2024-02-27
33 ROELOF BOTHA (“RB”) 2.20% 6.04M 6.04M IN 2024-02-27

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
122
-350 vs prev Q
New positions
27
Closed positions
352
Increased
61
Reduced
33
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 SC US (TTGP), LTD. 28.00M -20.7K (-0.1%) 1.26B +229.4M (+22.3%) 10.57% -0.101 pp 8.99% +2.634 pp USD30.06 +49.6% 10 qtrs
2 D1 CAPITAL PARTNERS L.P. 22.56M +— (+0.0%) 1.01B +185.4M (+22.4%) 8.52% -0.075 pp 9.48% -0.042 pp USD29.69 +51.5% 10 qtrs
3 VANGUARD GROUP INC 19.04M -61.4K (-0.3%) 856.60M +154.3M (+22.0%) 7.19% -0.087 pp 0.01% +0.002 pp USD36.67 +22.7% 10 qtrs
4 BLACKROCK, INC. 16.78M +584.4K (+3.6%) 754.69M +159.4M (+26.8%) 6.33% +0.167 pp 0.01% +0.002 pp USD40.41 +11.3% 6 qtrs
5 HOLOCENE ADVISORS, LP 5.47M +3.0M (+123.1%) 246.13M +156.0M (+173.0%) 2.07% +1.132 pp 0.52% +0.311 pp USD41.30 +8.9% 2 qtrs
6 STATE STREET CORP 5.46M +54.9K (+1.0%) 245.66M +46.9M (+23.6%) 2.06% +0.003 pp 0.01% +0.001 pp USD37.42 +20.2% 9 qtrs
7 GCM GROSVENOR HOLDINGS, LLC 4.14M +— (+0.0%) 186.26M +34.0M (+22.4%) 1.56% -0.014 pp 26.43% +3.288 pp USD29.69 +51.5% 10 qtrs
8 DIMENSIONAL FUND ADVISORS LP 3.79M +2.0M (+114.7%) 170.59M +105.6M (+162.7%) 1.43% +0.759 pp 0.04% +0.022 pp USD43.04 +4.5% 8 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 3.53M +54.0K (+1.6%) 158.64M +31.0M (+24.3%) 1.33% +0.009 pp 0.01% +0.002 pp USD37.63 +19.5% 10 qtrs
10 FEDERATED HERMES, INC. 3.29M +101.3K (+3.2%) 147.89M +30.7M (+26.3%) 1.24% +0.028 pp 0.25% +0.040 pp USD36.51 +23.2% 10 qtrs
11 MARSHALL WACE, LLP 2.81M +2.8M (+100.0%) 126.21M +126.2M (+100.0%) 1.06% +1.059 pp 0.11% +0.115 pp USD44.98 +0.0% 1 qtrs NEW
12 JACOBS LEVY EQUITY MANAGEMENT, INC 2.28M +1.8M (+401.4%) 102.62M +85.9M (+513.5%) 0.86% +0.688 pp 0.40% +0.330 pp USD43.48 +3.4% 8 qtrs
13 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2.22M -957.8K (-30.1%) 99.86M -17.0M (-14.5%) 0.84% -0.372 pp 0.28% -0.024 pp USD45.24 -0.6% 3 qtrs
14 NORGES BANK 2.16M +2.2M (+100.0%) 97.22M +97.2M (+100.0%) 0.82% +0.816 pp 0.01% +0.010 pp USD44.98 +0.0% 1 qtrs NEW
15 DEUTSCHE BANK AG\ 2.07M +953.0 (+0.0%) 93.03M +17.0M (+22.4%) 0.78% -0.007 pp 0.03% +0.005 pp USD40.35 +11.5% 10 qtrs
16 MORGAN STANLEY 2.02M -1.0M (-33.7%) 91.03M -21.2M (-18.9%) 0.76% -0.399 pp 0.01% -0.001 pp USD35.73 +25.9% 10 qtrs
17 GOLDMAN SACHS GROUP INC 1.97M -4.2M (-68.2%) 88.83M -139.6M (-61.1%) 0.75% -1.621 pp 0.01% -0.017 pp USD37.85 +18.8% 10 qtrs
18 MAVERICK CAPITAL LTD 1.94M -51.1K (-2.6%) 87.21M +14.1M (+19.2%) 0.73% -0.026 pp 0.94% -0.042 pp USD34.14 +31.8% 9 qtrs
19 INVESCO LTD. 1.78M +179.5K (+11.2%) 79.95M +21.2M (+36.1%) 0.67% +0.062 pp 0.01% +0.003 pp USD40.79 +10.3% 9 qtrs
20 UBS GROUP AG 1.52M -448.9K (-22.8%) 68.49M -4.0M (-5.5%) 0.57% -0.176 pp 0.01% 0.000 pp USD39.88 +12.8% 10 qtrs
21 RENAISSANCE TECHNOLOGIES LLC 1.42M -224.0K (-13.6%) 64.07M +3.5M (+5.7%) 0.54% -0.090 pp 0.10% +0.019 pp USD38.60 +16.5% 9 qtrs
22 THRIVENT FINANCIAL FOR LUTHERANS 1.41M +4.7K (+0.3%) 63.54M +11.8M (+22.8%) 0.53% -0.003 pp 0.11% +0.011 pp USD36.89 +21.9% 4 qtrs
23 NORTHERN TRUST CORP 1.40M -39.2K (-2.7%) 63.04M +10.1M (+19.0%) 0.53% -0.020 pp 0.01% +0.001 pp USD39.32 +14.4% 9 qtrs
24 GOODNOW INVESTMENT GROUP, LLC 1.38M +131.7K (+10.6%) 61.98M +16.2M (+35.3%) 0.52% +0.046 pp 5.78% +1.398 pp USD40.19 +11.9% 3 qtrs
25 CHAMPLAIN INVESTMENT PARTNERS, LLC 1.37M -290.9K (-17.5%) 61.77M +594.1K (+1.0%) 0.52% -0.115 pp 0.63% +0.164 pp USD41.99 +7.1% 4 qtrs
26 CAPITAL IMPACT ADVISORS, LLC 1.36M +1.2M (+601.0%) 61.13M +54.0M (+757.7%) 0.51% +0.439 pp 4.78% +3.189 pp USD44.77 +0.5% 3 qtrs
27 BANK OF AMERICA CORP /DE/ 1.34M -1.7M (-55.8%) 60.32M -51.3M (-46.0%) 0.51% -0.650 pp 0.00% -0.003 pp USD34.74 +29.5% 10 qtrs
28 D. E. SHAW & CO., INC. 1.33M +1.3M (+2,791.1%) 59.78M +58.1M (+3,437.5%) 0.50% +0.484 pp 0.03% +0.032 pp USD44.77 +0.5% 10 qtrs
29 FMR LLC 1.28M +324.3K (+33.8%) 57.75M +22.5M (+63.7%) 0.48% +0.119 pp 0.00% +0.001 pp USD36.18 +24.3% 10 qtrs
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.28M +418.2K (+48.4%) 57.66M +25.9M (+81.6%) 0.48% +0.155 pp 0.01% +0.003 pp USD38.17 +17.8% 10 qtrs
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.19M +40.2K (+3.5%) 53.38M +11.2M (+26.7%) 0.45% +0.011 pp 0.01% +0.002 pp USD40.92 +9.9% 7 qtrs
32 PACER ADVISORS, INC. 1.13M +342.3K (+43.6%) 50.74M +21.9M (+75.7%) 0.43% +0.127 pp 0.13% +0.057 pp USD45.16 -0.4% 6 qtrs
33 BANK OF NEW YORK MELLON CORP 1.10M -20.4K (-1.8%) 49.58M +8.3M (+20.1%) 0.42% -0.011 pp 0.01% +0.001 pp USD37.28 +20.7% 9 qtrs
34 CITADEL ADVISORS LLC 1.00M +440.3K (+78.2%) 45.11M +24.4M (+118.1%) 0.38% +0.164 pp 0.01% +0.004 pp USD40.42 +11.3% 10 qtrs
35 MILLENNIUM MANAGEMENT LLC 927.6K +725.7K (+359.4%) 41.72M +34.3M (+462.2%) 0.35% +0.273 pp 0.02% +0.014 pp USD44.90 +0.2% 4 qtrs
36 BRIDGEWATER ASSOCIATES, LP 917.6K +209.3K (+29.5%) 41.27M +15.2M (+58.5%) 0.35% +0.077 pp 0.15% +0.049 pp USD38.63 +16.4% 2 qtrs
37 ARDMORE ROAD ASSET MANAGEMENT LP 836.9K +283.9K (+51.3%) 37.65M +17.3M (+85.2%) 0.32% +0.105 pp 2.85% +1.541 pp USD39.55 +13.7% 7 qtrs
38 EPOCH INVESTMENT PARTNERS, INC. 812.0K -59.9K (-6.9%) 36.52M +4.5M (+14.0%) 0.31% -0.026 pp 0.21% +0.031 pp USD38.00 +18.4% 4 qtrs
39 NFJ INVESTMENT GROUP, LLC 805.7K +805.7K (+100.0%) 36.24M +36.2M (+100.0%) 0.30% +0.304 pp 1.30% +1.304 pp USD44.98 +0.0% 1 qtrs NEW
40 JPMORGAN CHASE & CO 768.2K -560.8K (-42.2%) 34.55M -14.3M (-29.3%) 0.29% -0.216 pp 0.00% -0.001 pp USD37.99 +18.4% 10 qtrs
41 ANTIPODES PARTNERS LTD 762.6K +751.3K (+6,623.9%) 34.31M +33.9M (+8,127.5%) 0.29% +0.284 pp 0.72% +0.711 pp USD44.86 +0.3% 2 qtrs
42 JANE STREET GROUP, LLC 744.9K +285.1K (+62.0%) 33.51M +16.6M (+98.2%) 0.28% +0.106 pp 0.01% +0.003 pp USD44.86 +0.3% 6 qtrs
43 GENERAL CATALYST GROUP MANAGEMENT, LLC 710.7K +— (+0.0%) 31.97M +5.8M (+22.4%) 0.27% -0.002 pp 14.42% +13.557 pp USD29.69 +51.5% 10 qtrs
44 AQR CAPITAL MANAGEMENT LLC 700.7K +222.0K (+46.4%) 31.52M +14.2M (+82.4%) 0.26% +0.082 pp 0.02% +0.006 pp USD40.74 +10.4% 5 qtrs
45 PARALEL ADVISORS LLC 700.0K +— (+0.0%) 31.49M +5.8M (+22.4%) 0.26% -0.002 pp 1.22% +0.221 pp USD45.24 -0.6% 3 qtrs
46 MANE GLOBAL CAPITAL MANAGEMENT LP 678.0K +678.0K (+100.0%) 30.50M +30.5M (+100.0%) 0.26% +0.256 pp 1.64% +1.638 pp USD44.98 +0.0% 1 qtrs NEW
47 MAN GROUP PLC 675.2K +417.3K (+161.8%) 30.37M +20.9M (+220.3%) 0.25% +0.157 pp 0.05% +0.035 pp USD43.49 +3.4% 10 qtrs
48 WALLEYE CAPITAL LLC 657.7K +395.8K (+151.1%) 29.58M +20.0M (+207.3%) 0.25% +0.149 pp 0.09% +0.055 pp USD41.01 +9.7% 10 qtrs
49 GENERATE INVESTMENT MANAGEMENT LTD 640.5K -109.5K (-14.6%) 28.81M +1.2M (+4.5%) 0.24% -0.044 pp 1.31% -0.085 pp USD40.38 +11.4% 3 qtrs
50 CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 557.4K +14.4K (+2.7%) 25.07M +5.1M (+25.6%) 0.21% +0.004 pp 0.46% +0.086 pp USD40.06 +12.3% 4 qtrs
51 LAZARD ASSET MANAGEMENT LLC 547.5K -219.4K (-28.6%) 24.63M -3.6M (-12.6%) 0.21% -0.085 pp 0.04% +0.004 pp USD41.25 +9.0% 7 qtrs
52 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 544.5K +95.0K (+21.1%) 24.49M +8.0M (+48.2%) 0.21% +0.034 pp 0.03% +0.011 pp USD42.88 +4.9% 5 qtrs
53 AMERIPRISE FINANCIAL INC 519.6K -367.4K (-41.4%) 23.37M -9.2M (-28.3%) 0.20% -0.142 pp 0.01% -0.002 pp USD39.26 +14.6% 7 qtrs
54 QUINN OPPORTUNITY PARTNERS LLC 515.6K +8.9K (+1.8%) 23.19M +4.6M (+24.5%) 0.19% +0.002 pp 0.98% -0.341 pp USD38.27 +17.5% 4 qtrs
55 FIRST TRUST ADVISORS LP 509.6K +56.0K (+12.3%) 22.92M +6.2M (+37.5%) 0.19% +0.020 pp 0.02% +0.004 pp USD40.84 +10.1% 7 qtrs
56 NUVEEN, LLC 506.2K +177.0K (+53.7%) 22.77M +10.7M (+88.1%) 0.19% +0.066 pp 0.01% +0.003 pp USD41.67 +7.9% 4 qtrs
57 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 496.6K -5.2M (-91.3%) 22.34M -188.2M (-89.4%) 0.19% -1.991 pp 0.01% -0.115 pp USD41.16 +9.3% 6 qtrs
58 RHUMBLINE ADVISERS 456.2K -4.5K (-1.0%) 20.52M +3.6M (+21.2%) 0.17% -0.003 pp 0.02% +0.003 pp USD37.04 +21.4% 9 qtrs
59 AMI ASSET MANAGEMENT CORP 452.8K -1.3K (-0.3%) 20.37M +3.7M (+22.0%) 0.17% -0.002 pp 1.15% +0.222 pp USD36.76 +22.4% 2 qtrs
60 RUSSELL INVESTMENTS GROUP, LTD. 441.3K +269.6K (+156.9%) 19.85M +13.5M (+214.4%) 0.17% +0.101 pp 0.02% +0.015 pp USD41.96 +7.2% 8 qtrs
61 US BANCORP \DE\ 437.7K +63.7K (+17.0%) 19.69M +5.9M (+43.2%) 0.17% +0.023 pp 0.02% +0.007 pp USD38.02 +18.3% 7 qtrs
62 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 434.7K -49.1K (-10.1%) 19.55M +1.8M (+10.0%) 0.16% -0.020 pp 0.30% +0.020 pp USD37.34 +20.5% 3 qtrs
63 LORD, ABBETT & CO. LLC 434.3K -1.9M (-81.1%) 19.53M -65.1M (-76.9%) 0.16% -0.713 pp 0.06% -0.192 pp USD37.74 +19.2% 8 qtrs
64 ALLIANCEBERNSTEIN L.P. 419.7K -87.2K (-17.2%) 18.88M +244.8K (+1.3%) 0.16% -0.035 pp 0.01% +0.000 pp USD42.26 +6.4% 7 qtrs
65 GOTHAM ASSET MANAGEMENT, LLC 402.9K +40.4K (+11.1%) 18.12M +4.8M (+36.0%) 0.15% +0.014 pp 0.07% +0.008 pp USD37.51 +19.9% 9 qtrs
66 TD ASSET MANAGEMENT INC 402.2K -445.4K (-52.5%) 18.09M -13.1M (-41.9%) 0.15% -0.171 pp 0.01% -0.011 pp USD38.95 +15.5% 10 qtrs
67 PRINCIPAL FINANCIAL GROUP INC 395.0K -14.1K (-3.4%) 17.77M +2.7M (+18.1%) 0.15% -0.007 pp 0.01% +0.002 pp USD41.12 +9.4% 7 qtrs
68 KINGDON CAPITAL MANAGEMENT, L.L.C. 390.0K -60.0K (-13.3%) 17.54M +1.0M (+6.0%) 0.15% -0.024 pp 2.09% +0.032 pp USD40.04 +12.3% 5 qtrs
69 VICTORY CAPITAL MANAGEMENT INC 383.7K -3.2M (-89.2%) 17.26M -113.5M (-86.8%) 0.14% -1.210 pp 0.01% -0.067 pp USD41.51 +8.4% 9 qtrs
70 UBS ASSET MANAGEMENT AMERICAS INC 366.2K -217.1K (-37.2%) 16.47M -5.0M (-23.2%) 0.14% -0.084 pp 0.00% -0.001 pp USD39.12 +15.0% 8 qtrs
71 WALLEYE TRADING LLC 361.8K +319.7K (+759.4%) 16.27M +14.7M (+951.6%) 0.14% +0.121 pp 0.02% +0.021 pp USD44.80 +0.4% 8 qtrs
72 HS MANAGEMENT PARTNERS, LLC 338.1K -280.8K (-45.4%) 15.21M -7.5M (-33.2%) 0.13% -0.108 pp 3.25% +0.290 pp USD41.51 +8.4% 3 qtrs
73 SWISS NATIONAL BANK 337.6K +8.9K (+2.7%) 15.19M +3.1M (+25.7%) 0.13% +0.002 pp 0.01% +0.002 pp USD36.90 +21.9% 7 qtrs
74 BARCLAYS PLC 334.5K -300.0 (-0.1%) 15.05M +2.7M (+22.3%) 0.13% -0.001 pp 0.00% +0.001 pp USD37.28 +20.7% 4 qtrs
75 LEGAL & GENERAL GROUP PLC 330.3K -57.7K (-14.9%) 14.86M +595.0K (+4.2%) 0.12% -0.023 pp 0.00% +0.000 pp USD37.51 +19.9% 10 qtrs
76 CITIGROUP INC 327.6K -286.0K (-46.6%) 14.74M -7.8M (-34.7%) 0.12% -0.110 pp 0.01% -0.004 pp USD37.98 +18.4% 9 qtrs
77 AMERICAN CENTURY COMPANIES INC 298.7K +14.3K (+5.0%) 13.44M +3.0M (+28.5%) 0.11% +0.005 pp 0.01% +0.001 pp USD42.77 +5.2% 10 qtrs
78 BOSTON PARTNERS 298.2K -3.6M (-92.4%) 13.41M -130.4M (-90.7%) 0.11% -1.377 pp 0.01% -0.134 pp USD43.26 +4.0% 5 qtrs
79 INVESTMENT HOUSE LLC 297.4K +10.6K (+3.7%) 13.38M +2.8M (+26.9%) 0.11% +0.003 pp 0.64% +0.136 pp USD40.90 +10.0% 9 qtrs
80 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 293.2K -2.1K (-0.7%) 13.19M +2.3M (+21.5%) 0.11% -0.002 pp 0.01% +0.001 pp USD41.10 +9.4% 6 qtrs
81 CRESTWOOD CAPITAL MANAGEMENT, L.P. 289.9K -20.0K (-6.5%) 13.04M +1.6M (+14.5%) 0.11% -0.009 pp 8.25% +0.321 pp USD29.14 +54.4% 9 qtrs
82 ROYAL BANK OF CANADA 280.2K -213.8K (-43.3%) 12.60M -5.6M (-30.6%) 0.11% -0.082 pp 0.00% -0.001 pp USD42.00 +7.1% 10 qtrs
83 SCGE MANAGEMENT, L.P. 280.0K +— (+0.0%) 12.60M +2.3M (+22.4%) 0.11% -0.001 pp 0.29% +0.086 pp USD29.69 +51.5% 10 qtrs
84 SG AMERICAS SECURITIES, LLC 273.4K +250.1K (+1,076.1%) 12.30M +11.4M (+1,339.9%) 0.10% +0.094 pp 0.02% +0.013 pp USD44.48 +1.1% 8 qtrs
85 INVENOMIC CAPITAL MANAGEMENT LP 269.3K -210.1K (-43.8%) 12.11M -5.5M (-31.3%) 0.10% -0.081 pp 0.56% -0.289 pp USD39.38 +14.2% 8 qtrs
86 CAPTION MANAGEMENT, LLC 242.3K +137.3K (+130.8%) 10.90M +7.0M (+182.4%) 0.09% +0.052 pp 0.07% +0.045 pp USD41.42 +8.6% 2 qtrs
87 PRICE T ROWE ASSOCIATES INC /MD/ 233.3K -175.0K (-42.9%) 10.49M -4.5M (-30.1%) 0.09% -0.067 pp 0.00% -0.001 pp USD36.98 +21.6% 10 qtrs
88 SWEDBANK AB 230.2K +— (+0.0%) 10.35M +1.9M (+22.4%) 0.09% -0.001 pp 0.01% +0.001 pp USD36.76 +22.4% 2 qtrs
89 VALUEWORKS LLC 228.8K -336.0 (-0.1%) 10.29M +1.9M (+22.2%) 0.09% -0.001 pp 2.71% +0.258 pp USD45.24 -0.6% 3 qtrs
90 BNP PARIBAS ARBITRAGE, SNC 222.9K -289.1K (-56.5%) 10.02M -8.8M (-46.7%) 0.08% -0.111 pp 0.00% -0.006 pp USD42.83 +5.0% 5 qtrs
91 IEQ CAPITAL, LLC 221.9K +50.4K (+29.4%) 9.98M +3.7M (+58.3%) 0.08% +0.019 pp 0.03% +0.011 pp USD40.38 +11.4% 8 qtrs
92 LOS ANGELES CAPITAL MANAGEMENT LLC 253.4K -115.1K (-31.2%) 9.29M -4.3M (-31.4%) 0.10% -0.045 pp 0.03% -0.014 pp USD45.24 -0.6% 3 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
4.00
Bullish
Ratio by volume
3.00
Bullish
Buys
4
Sells
1
Shares acquired
838.9K
Shares disposed
9.4K
Cash buys
Cash sales
1.00
Net activity
+829,515
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
2026-04-15 Rogers Chris Director / Officer A-Award A Common Stock 376,405 0.00 1,026,339 D
2026-04-15 Reuter Emily Officer A-Award A Common Stock 254,283 0.00 720,454 D
2026-04-15 Fong Morgan Officer A-Award A Common Stock 187,366 0.00 574,009 D
2026-04-15 BLACKWOOD-KAPRAL LISA Officer A-Award A Common Stock 20,851 0.00 68,361 D
2026-03-16 BLACKWOOD-KAPRAL LISA Officer S-Sale D Common Stock 9,390 38.74 363.8K 47,510 D
2026-03-11 Fong Morgan Officer M-Exempt A Common Stock 110,340 7.32 807.7K 512,726 D
2026-02-25 Sarafan Lily Director S-Sale D Common Stock 3,500 36.53 127.8K 21,554 D
2026-02-15 Rogers Chris Director / Officer F-InKind D Common Stock 45,464 36.30 1.65M 649,934 D
2026-02-15 Reuter Emily Officer F-InKind D Common Stock 21,549 36.30 782.2K 466,171 D
2026-02-15 Fong Morgan Officer F-InKind D Common Stock 12,909 36.30 468.6K 402,386 D
2026-02-15 BLACKWOOD-KAPRAL LISA Officer F-InKind D Common Stock 19,339 36.30 702.0K 56,900 D
2026-01-09 Fong Morgan Officer M-Exempt A Common Stock 10,355 7.32 75.8K 415,295 D
2025-12-22 Fong Morgan Officer S-Sale D Common Stock 4,012 45.09 180.9K 405,842 D
2025-11-21 Laughton Mary Beth Director S-Sale D Common Stock 4,056 40.72 165.2K 15,078 D
2025-11-19 Fong Morgan Officer S-Sale D Common Stock 4,914 41.25 202.7K 409,854 D
2025-11-15 Rogers Chris Director / Officer F-InKind D Common Stock 44,482 41.05 1.83M 695,398 D
2025-11-15 Reuter Emily Officer F-InKind D Common Stock 21,394 41.05 878.2K 487,720 D
2025-11-15 Fong Morgan Officer F-InKind D Common Stock 12,755 41.05 523.6K 414,768 D
2025-11-12 Simo Fidji Director S-Sale D Common Stock 4,065 39.91 162.3K 565,677 D
2025-10-20 Fong Morgan Officer S-Sale D Common Stock 3,546 38.85 137.8K 427,523 D
2025-10-16 Simo Fidji Director S-Sale D Common Stock 1,014 40.00 40.6K 569,742 D
2025-10-15 Simo Fidji Director S-Sale D Common Stock 3,051 39.60 120.8K 570,756 D
2025-09-22 Rogers Chris Director / Officer S-Sale D Common Stock 9,259 42.37 392.3K 739,880 D
2025-09-22 Fong Morgan Officer S-Sale D Common Stock 3,546 42.39 150.3K 431,069 D
2025-09-15 Simo Fidji Director S-Sale D Common Stock 3,739 47.06 175.9K 577,208 D
2025-09-15 Rogers Chris Director / Officer A-Award A Common Stock 324,816 0.00 749,139 D
2025-08-20 Rogers Chris Director / Officer S-Sale D Common Stock 6,437 45.59 293.4K 426,873 D
2025-08-19 Fong Morgan Officer S-Sale D Common Stock 3,544 45.65 161.8K 434,615 D
2025-08-15 Simo Fidji Director F-InKind D Common Stock 67,783 43.88 2.97M 1,834,064 D
2025-08-15 Silverman Josh Director 0 0.00 0
2025-08-15 Rogers Chris Director / Officer Common Stock 0 0.00 433,310 D
2025-08-15 Reuter Emily Officer F-InKind D Common Stock 21,394 43.88 938.7K 509,114 D
2025-08-15 Fong Morgan Officer F-InKind D Common Stock 13,841 43.88 607.3K 438,159 D
2025-08-15 Danker Daniel Officer F-InKind D Common Stock 24,763 43.88 1.09M 445,427 D
2025-08-12 Simo Fidji Director / Officer S-Sale D Common Stock 7,140 51.47 367.5K 1,901,847 D
2025-08-08 Simo Fidji Director / Officer S-Sale D Common Stock 2,557 50.86 130.1K 1,956,248 D
2025-07-25 GCM Grosvenor L.P. Other S-Sale D Common Stock 4,238,887 47.75 202.41M 3,653,606 I
2025-07-25 GCM Grosvenor Inc. Other S-Sale D Common Stock 565,385 47.75 27.00M 487,318 I
2025-07-23 Simo Fidji Director / Officer S-Sale D Common Stock 6,640 50.00 332.0K 1,958,805 D
2025-07-22 Simo Fidji Director / Officer S-Sale D Common Stock 66,560 50.01 3.33M 1,965,445 D
2025-07-18 Danker Daniel Officer S-Sale D Common Stock 9,745 48.80 475.5K 470,482 D
2025-07-14 Simo Fidji Director / Officer S-Sale D Common Stock 14,233 47.86 681.1K 2,032,005 D
2025-06-30 Simo Fidji Director / Officer S-Sale D Common Stock 3,050 45.21 137.9K 2,046,238 D
2025-06-20 Fong Morgan Officer S-Sale D Common Stock 4,680 43.90 205.4K 456,680 D
2025-06-18 Danker Daniel Officer S-Sale D Common Stock 10,035 43.44 435.9K 480,227 D
2025-06-16 Simo Fidji Director / Officer S-Sale D Common Stock 11,183 43.16 482.6K 2,049,288 D
2025-06-05 KOPIT LEVIEN MEREDITH A. Director S-Sale D Common Stock 4,225 47.45 200.5K 20,829 D
2025-05-30 Danker Daniel Officer S-Sale D Common Stock 10,035 45.55 457.1K 490,262 D
2025-05-22 Sundheim Daniel S. Director / 10% Owner A-Award A Common Stock 6,180 0.00 27,304 D
2025-05-22 Sarafan Lily Director A-Award A Common Stock 6,180 0.00 25,054 D
2025-05-22 MORITZ MICHAEL J Director A-Award A Common Stock 6,180 0.00 33,804 D
2025-05-22 Laughton Mary Beth Director A-Award A Common Stock 6,180 0.00 19,134 D
2025-05-22 KOPIT LEVIEN MEREDITH A. Director A-Award A Common Stock 6,180 0.00 25,054 D
2025-05-22 Gupta Ravi Director / 10% Owner A-Award A Common Stock 6,180 0.00 18,577 D
2025-05-22 Dolan Victoria L Director A-Award A Common Stock 6,180 0.00 20,008 D
2025-05-19 Fong Morgan Officer S-Sale D Common Stock 4,677 45.00 210.5K 461,360 D
2025-05-15 Simo Fidji Director / Officer F-InKind D Common Stock 67,781 45.21 3.06M 2,060,471 D
2025-05-15 Reuter Emily Officer F-InKind D Common Stock 18,008 45.21 814.1K 530,508 D
2025-05-15 Fong Morgan Officer F-InKind D Common Stock 18,255 45.21 825.3K 466,037 D
2025-05-15 Danker Daniel Officer F-InKind D Common Stock 30,451 45.21 1.38M 500,297 D
2025-05-14 Simo Fidji Director / Officer S-Sale D Common Stock 25,315 44.47 1.13M 2,129,370 D
2025-04-21 Fong Morgan Officer S-Sale D Common Stock 5,249 42.57 223.4K 484,292 D
2025-04-16 Simo Fidji Director / Officer A-Award A Common Stock 508,259 0.00 2,154,685 D
2025-04-16 Reuter Emily Officer A-Award A Common Stock 177,891 0.00 413,827 D
2025-04-16 Fong Morgan Officer A-Award A Common Stock 127,065 0.00 489,541 D
2025-04-16 Danker Daniel Officer A-Award A Common Stock 177,891 0.00 397,330 D
2025-04-16 BLACKWOOD-KAPRAL LISA Officer A-Award A Common Stock 76,239 0.00 76,239 D
2025-04-14 Simo Fidji Director / Officer S-Sale D Common Stock 8,133 41.60 338.3K 1,646,426 D
2025-04-07 Danker Daniel Officer Common Stock 0 0.00 219,439 D
2025-04-04 Mehta Apoorva 10% Owner G-Gift D Common Stock 5,000,000 0.00 17,413,892 I
2025-03-20 Fong Morgan Officer S-Sale D Common Stock 5,249 39.52 207.4K 204,916 D
2025-03-17 Simo Fidji Director / Officer S-Sale D Common Stock 2,033 40.00 81.3K 1,654,559 D
2025-03-10 BLACKWOOD-KAPRAL LISA Officer 0 0.00 0
2025-03-05 Simo Fidji Director / Officer S-Sale D Common Stock 6,100 38.82 236.8K 1,656,592 D
2025-03-05 Fong Morgan Officer S-Sale D Common Stock 5,246 38.84 203.7K 210,165 D
2025-02-26 Simo Fidji Director / Officer S-Sale D Common Stock 20,750 43.31 898.6K 1,662,692 D
2025-02-25 Mehta Apoorva 10% Owner J-Other A Forward Sale Contract (Obligation to Sell) 747,040 0.00 747,040 I
2025-02-21 Ramsay Alan Officer S-Sale D Common Stock 2,209 52.50 116.0K 78,660 D
2025-02-15 Simo Fidji Director / Officer F-InKind D Common Stock 67,801 50.97 3.46M 1,683,442 D
2025-02-15 Reuter Emily Officer F-InKind D Common Stock 59,163 50.97 3.02M 235,936 D
2025-02-15 Ramsay Alan Officer F-InKind D Common Stock 4,552 50.97 232.0K 80,869 D
2025-02-15 Fong Morgan Officer F-InKind D Common Stock 20,902 50.97 1.07M 215,411 D
2025-02-03 Simo Fidji Director / Officer S-Sale D Common Stock 7,401 47.68 352.9K 1,751,243 D
2025-01-21 Ramsay Alan Officer S-Sale D Common Stock 2,314 46.28 107.1K 85,421 D
2024-12-20 Ramsay Alan Officer S-Sale D Common Stock 2,247 42.14 94.7K 87,735 D
2024-12-18 Simo Fidji Director / Officer S-Sale D Common Stock 20,750 42.74 886.8K 1,771,993 D
2024-11-26 Simo Fidji Director / Officer G-Gift D Common Stock 11,500 0.00 1,792,743 D
2024-11-25 Simo Fidji Director / Officer S-Sale D Common Stock 20,750 42.97 891.6K 1,804,243 D
2024-11-20 Ramsay Alan Officer S-Sale D Common Stock 2,147 41.04 88.1K 90,082 D
2024-11-19 SC US (TTGP), LTD. 10% Owner J-Other D Common Stock 12,796 0.00 1,389 I
2024-11-19 Gupta Ravi Director / 10% Owner J-Other D Common Stock 1,837,391 0.00 84,108 I
2024-11-15 Simo Fidji Director / Officer F-InKind D Common Stock 67,781 42.93 2.91M 1,824,993 D
2024-11-15 Reuter Emily Officer F-InKind D Common Stock 6,309 42.93 270.8K 295,099 D
2024-11-15 Ramsay Alan Officer F-InKind D Common Stock 4,437 42.93 190.5K 92,229 D
2024-11-15 Fong Morgan Officer F-InKind D Common Stock 22,093 42.93 948.5K 236,313 D
2024-11-12 Simo Fidji Director / Officer A-Award A Performance Stock Units 900,000 0.00 900,000 D
2024-11-07 Fong Morgan Officer S-Sale D Common Stock 29,253 48.03 1.41M 258,406 D
2024-10-29 Simo Fidji Director / Officer S-Sale D Common Stock 20,750 44.39 921.0K 1,803,278 D
2024-10-21 Ramsay Alan Officer S-Sale D Common Stock 2,559 42.97 110.0K 96,666 D
2024-10-21 Fong Morgan Officer S-Sale D Common Stock 11,325 42.97 486.6K 287,659 D
2024-10-18 Mehta Apoorva 10% Owner J-Other A Forward Sale Contract (Obligation to Sell) 1,136,191 0.00 1,136,191 I
2024-09-30 Simo Fidji Director / Officer S-Sale D Common Stock 19,599 40.19 787.7K 1,825,179 D
2024-09-20 Ramsay Alan Officer S-Sale D Common Stock 2,486 41.39 102.9K 99,225 D
2024-09-20 Fong Morgan Officer S-Sale D Common Stock 10,992 41.38 454.9K 298,984 D
2024-09-19 Fong Morgan Officer S-Sale D Common Stock 20,910 40.29 842.4K 309,976 D
2024-09-18 Fong Morgan Officer S-Sale D Common Stock 8,345 40.00 333.8K 330,886 D
2024-09-05 SC US (TTGP), LTD. 10% Owner J-Other A Common Stock 621,796 0.00 3,108,968
2024-09-05 Gupta Ravi Director / 10% Owner J-Other A Common Stock 4,042,350 0.00 20,211,724
2024-08-30 SC US (TTGP), LTD. 10% Owner J-Other D Common Stock 123,205 0.00 61,603
2024-08-30 Gupta Ravi Director / 10% Owner J-Other D Common Stock 1,897,682 0.00 948,842
2024-08-28 Simo Fidji Director / Officer S-Sale D Common Stock 33,000 35.27 1.16M 1,844,778
2024-08-26 SC US (TTGP), LTD. 10% Owner J-Other A Common Stock 1,243,586 0.00 1,243,586
2024-08-26 Gupta Ravi Director / 10% Owner J-Other D Common Stock 10,290,607 0.00 15,435,912
2024-08-20 Ramsay Alan Officer S-Sale D Common Stock 2,486 33.17 82.5K 101,711
2024-08-20 Fong Morgan Officer S-Sale D Common Stock 10,992 32.65 358.9K 339,231
2024-08-16 Laughton Mary Beth Director A-Award A Common Stock 5,691 0.00 12,954
2024-08-15 Simo Fidji Director / Officer F-InKind D Common Stock 73,389 31.84 2.34M 1,877,778
2024-08-15 Reuter Emily Officer F-InKind D Common Stock 5,493 31.84 174.9K 301,408
2024-08-15 Ramsay Alan Officer F-InKind D Common Stock 3,713 31.84 118.2K 104,197
2024-08-15 Fong Morgan Officer F-InKind D Common Stock 22,112 31.84 704.0K 350,223
2024-08-13 D1 Capital Partners L.P. Director / 10% Owner D-Return D Common Stock 3,700,000 31.51 116.58M 29,337,664
2024-07-29 Simo Fidji Director / Officer S-Sale D Common Stock 8,500 34.53 293.5K 1,951,167
2024-07-22 Ramsay Alan Officer S-Sale D Common Stock 2,626 35.02 92.0K 107,910
2024-07-22 Fong Morgan Officer S-Sale D Common Stock 9,506 35.02 332.9K 372,335
2024-07-16 Simo Fidji Director / Officer S-Sale D Common Stock 23,800 35.50 844.8K 1,959,667
2024-07-15 Simo Fidji Director / Officer S-Sale D Common Stock 700 35.01 24.5K 1,983,467
2024-06-26 Simo Fidji Director / Officer S-Sale D Common Stock 8,500 33.04 280.9K 1,984,167
2024-06-20 Ramsay Alan Officer S-Sale D Common Stock 2,550 33.86 86.3K 110,536
2024-06-20 Fong Morgan Officer S-Sale D Common Stock 9,228 33.86 312.4K 381,841
2024-06-12 Simo Fidji Director / Officer S-Sale D Common Stock 2,500 33.81 84.5K 1,992,667
2024-05-29 Sundheim Daniel S. Director / 10% Owner A-Award A Common Stock 6,841 0.00 21,124
2024-05-29 Slootman Frank Director A-Award A Common Stock 6,841 0.00 27,624
2024-05-29 Simo Fidji Director / Officer S-Sale D Common Stock 6,000 31.82 190.9K 1,995,167
2024-05-29 Sarafan Lily Director A-Award A Common Stock 6,841 0.00 18,874
2024-05-29 MORITZ MICHAEL J Director A-Award A Common Stock 6,841 0.00 27,624
2024-05-29 KOPIT LEVIEN MEREDITH A. Director A-Award A Common Stock 6,841 0.00 18,874
2024-05-29 Gupta Ravi Director / 10% Owner A-Award A Common Stock 6,841 0.00 920,556
2024-05-29 Dolan Victoria L Director A-Award A Common Stock 6,841 0.00 13,828
2024-05-20 Ramsay Alan Officer S-Sale D Common Stock 1,639 32.78 53.7K 113,997
2024-05-20 Fong Morgan Officer S-Sale D Common Stock 5,826 32.76 190.9K 394,471
2024-05-15 Simo Fidji Director / Officer F-InKind D Common Stock 124,134 34.30 4.26M 2,001,167
2024-05-15 Ramsay Alan Officer F-InKind D Common Stock 2,506 34.30 86.0K 115,636
2024-05-15 Fong Morgan Officer F-InKind D Common Stock 18,676 34.30 640.6K 400,297
2024-05-10 Reuter Emily Officer A-Award A Common Stock 123,153 0.00 306,901
2024-05-10 JORDAN JEFFREY D Director J-Other D Common Stock 1,623,788 0.00 3,247,574
2024-05-01 Simo Fidji Director / Officer S-Sale D Common Stock 3,236 35.09 113.6K 2,125,301
2024-05-01 Ramsay Alan Officer S-Sale D Common Stock 12,178 34.90 425.0K 118,142
2024-04-30 Simo Fidji Director / Officer S-Sale D Common Stock 4,308 35.01 150.8K 2,128,537
2024-04-29 Simo Fidji Director / Officer S-Sale D Common Stock 13,206 34.93 461.3K 2,132,845
2023-11-14 Ramsay Alan Officer A-Award A Common Stock 33,412 0.00 130,550
2023-09-21 Slootman Frank Director J-Other D Non-Voting Common Stock 16,666 0.00 0
2023-09-21 Sharma Asha Officer J-Other A Common Stock 1,145,638 0.00 1,145,638
2023-09-21 SC US (TTGP), LTD. 10% Owner C-Conversion A Common Stock 2,565,244 0.00 4,405,162
2023-09-21 Ramsay Alan Officer J-Other A Common Stock 97,138 0.00 97,138
2023-09-21 KOPIT LEVIEN MEREDITH A. Director J-Other A Common Stock 12,033 0.00 12,033
2023-09-21 JORDAN JEFFREY D Director C-Conversion D Series A Preferred Stock 295,465 0.00 0
2023-09-19 Sharma Asha Officer F-InKind D Non-Voting Common Stock 272,883 30.00 8.19M 1,145,638
2023-09-19 Ramsay Alan Officer F-InKind D Non-Voting Common Stock 47,044 30.00 1.41M 97,138
2023-09-18 Slootman Frank Director I Non-Voting Common Stock 0 0.00 16,666
2023-09-18 Sharma Asha Officer D Common Stock 0 0.00 0
2023-09-18 SC US (TTGP), LTD. 10% Owner I Common Stock 0 0.00 455,317
2023-09-18 Ramsay Alan Officer D Common Stock 0 0.00 0
2023-09-18 KOPIT LEVIEN MEREDITH A. Director D Common Stock 0 0.00 0
2023-09-18 JORDAN JEFFREY D Director I Series B Preferred Stock 5,190,455 0.00 0
2023-09-18 Grosvenor Capital Management, L.P. Other Series G Preferred Stock 519,838 0.00 0 I

Executive team

Top executives
EBIT / Employee
140.7K
Shares Outstanding
236.71M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Chris Rogers Chief Executive Officer 742.0K 367.7K 28.43M 267.8K 37.8K 29.85M 95.26%
2 2025 Fidji Simo Former Chief Executive Officer 626.9K 21.56M 107.0K 22.30M 96.71%
3 2025 Emily Reuter Chief Financial Officer 500.0K 13.15M 14.4K 13.67M 96.24%
4 2025 Daniel Danker Former Chief Product Officer 313.5K 13.10M 13.8K 13.43M 97.56%
5 2025 Morgan Fong Chief Legal and Global Affairs Officer 500.0K 11.98M 14.4K 12.49M 95.88%
6 2024 Fidji Simo Chief Executive Officer 865.4K 46.85M 36.4K 47.76M 98.11%
7 2024 Fidji Simo Former Chief Executive Officer 865.4K 46.85M 36.4K 47.76M 98.11%
8 2024 Emily Reuter Chief Financial Officer 451.2K 100.0K 10.07M 13.9K 10.64M 94.69%
9 2024 Morgan Fong General Counsel 500.0K 625.0K 6.30M 13.9K 7.44M 84.69%
10 2024 Morgan Fong Chief Legal and Global Affairs Officer 500.0K 625.0K 6.30M 13.9K 7.44M 84.69%
11 2024 Nick Giovanni Former Chief Financial Officer 261.5K 1.16M 10.5K 1.43M 0.00%
12 2024 Asha Sharma Former Chief Operating Officer 96.2K 806.3K 3.9K 906.3K 0.00%
13 2023 Fidji Simo Chief Executive Officer 500.0K 4.71M 61.1K 5.27M 0.00%
14 2023 Fidji Simo Former Chief Executive Officer 500.0K 4.71M 61.1K 5.27M 0.00%
15 2023 Asha Sharma Former Chief Operating Officer 500.0K 2.06M 46.0K 2.61M 0.00%
16 2023 Nick Giovanni Chief Financial Officer 500.0K 1.61M 38.7K 2.14M 0.00%
17 2023 Nick Giovanni Former Chief Financial Officer 500.0K 1.61M 38.7K 2.14M 0.00%
18 2023 Morgan Fong Chief Legal and Global Affairs Officer 500.0K 1.17M 38.7K 1.70M 0.00%
19 2023 Morgan Fong General Counsel 500.0K 1.17M 38.7K 1.70M 0.00%
20 2022 Fidji Simo Chief Executive Officer 500.0K 1.00M 12.6K 1.51M 0.00%
21 2022 Morgan Fong General Counsel 500.0K 360.0K 12.6K 872.6K 0.00%
22 2022 Asha Sharma Former Chief Operating Officer 500.0K 300.0K 12.6K 812.6K 0.00%
23 2022 Nick Giovanni Former Chief Financial Officer 500.0K 300.0K 12.6K 812.6K 0.00%
24 2022 Nick Giovanni Chief Financial Officer 500.0K 300.0K 12.6K 812.6K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-09 DEFA14A
2026-04-09 DEF 14A
2025-05-08 DEFA14A
2025-04-08 DEFA14A
2025-04-08 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-27 SC 13G/A
2026-04-17 4
2026-04-17 4
2026-04-17 4
2026-04-17 4
2026-04-09 DEFA14A
2026-04-09 DEF 14A
2026-04-09 ARS
2026-03-27 SC 13G/A

Executive team

NameTitleCompensationGender
Chris Rogers President, Chief Executive Officer & Chairman 1M male
Emily Maher Chief Financial Officer & Treasurer 514.4K female
Morgan William Fong Chief Legal & Global Affairs Officer and Secretary 514.4K male
Laura Jones Chief Marketing Officer female
Lisa Blackwood-Kapral Chief Accounting Officer & Principal Accounting Officer female
Mike Dee Co-founder male
Rebecca Yoshiyama Vice President of Investor Relations
Suzanne Skop Head of Agency Partnerships female
Anirban Kundu Chief Technology Officer male
Tom Maguire Vice President & Head of Operations male
Christina Hall Chief People Officer female
David McIntosh Chief Connected Stores Officer male
ESG Rating
B
SPECIALTY RETAIL
2026
E (Environmental)
77.0 / 59.7
Company / Sector avg.
S (Social)
68.5 / 56.1
Company / Sector avg.
G (Governance)
68.5 / 56.1
Company / Sector avg.
ESG Total
71.3 / 57.3
Company / Sector avg.
ESG Score History SPECIALTY RETAIL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-09-25 2025-10-22 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits