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CeriBell, Inc. (CBLL)

USD19.65 +0.52 (+2.72%)
US NASDAQ Healthcare Medical - Devices
Address 360 North Pastoria Avenue 94085
Sunnyvale, CA, US
CEO Xingjuan Chao
IPO 2024-10-11
CIK 1861107 ISIN US15678C1027

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Description

CeriBell, Inc. specializes in pioneering artificial intelligence (AI)-powered electroencephalography (EEG) solutions designed for the immediate diagnosis and treatment of neurological conditions directly at the patient's bedside. The company's primary offering is the Ceribell System, an innovative, on-site EEG platform engineered to fulfill crucial, previously unmet requirements for patients in urgent medical environments. Beyond the core system, CeriBell also provides single-use EEG headbands and compact, battery-powered recording devices. Originally established in 2014 as Brain Stethoscope, Inc., the company underwent a name change to CeriBell, Inc. in August 2015. Its headquarters are located in Sunnyvale, 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
USD19.65 +0.52 (+2.72%)
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Volume Profile
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Liquidity & share structure
Average Volume
327.0K
Beta
0.77
Float Shares
24.35M
Free Float %
64.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-16.50% -17.77% -12.49% -15.28% +34.11% -23.62% +0.90% -33.00% -33.00% -33.00% -33.00%
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 (4 ratings, all time) Buy
Price Targets & DCF
Current price
19.65
Low 25.00 +27.2%
Consensus 27.50 +39.9%
Median 27.50 +39.9%
High 30.00 +52.7%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 7 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
30.00
+52.7%
All Time 2
30.00
+52.7%
Quality scores
Altman Z-Score
20.19
Safe zone
Piotroski F-Score
1 / 9
Weak
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Devices: +11.2%
    +36.1% Q1'26: +29.3% (vs Q1'25)
  • EPS growth Medical - Devices: +28.5%
    +56.9% Q1'26: -44.4% (vs Q1'25)
  • FCF margin FCF growth · Medical - Devices: +30.9%
    -59.3% Q1'26: -73.3% (vs Q1'25)
  • EBIT margin Medical - Devices: +6.2%
    -57.9% Q1'26: -78.3% (vs Q1'25)
  • ROIC Medical - Devices: +3.3%
    -280.8% Q1'26: -381.6% (vs Q1'25)
  • Share dilution Medical - Devices: 0.0%
    +205.8% Q1'26: +5.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×
    -0.43× Q1'26: -0.27× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.99) × ERP
WACC = 97% × Ke + 3% × Kd (8.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 19.65
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
7 EPS Ana.
Dec 2027
6 Rev. Ana.
7 EPS Ana.
Dec 2028
4 Rev. Ana.
4 EPS Ana.
Dec 2029
3 Rev. Ana.
2 EPS Ana.
Revenue
65.44M
est: 64.28M (+1.8%)
89.06M
est: 88.19M (+1.0%)
113.97M
113.65M – 114.45M
+29.2% YoY
146.21M
146.04M – 146.29M
+28.3% YoY
186.79M
186.49M – 187.09M
+27.8% YoY
228.52M
225.63M – 230.80M
+22.3% YoY
EBITDA
-37.32M
est: -43.95M (+15.1%)
-51.52M
est: -60.30M (+14.6%)
-77.93M
-78.25M – -77.71M
-29.2% YoY
-99.97M
-100.02M – -99.85M
-28.3% YoY
-127.71M
-127.92M – -127.51M
-27.8% YoY
-156.24M
-157.81M – -154.27M
-22.3% YoY
EBIT
-38.46M
est: -44.53M (+13.6%)
-51.52M
est: -61.10M (+15.7%)
-78.96M
-79.29M – -78.73M
-29.2% YoY
-101.29M
-101.34M – -101.17M
-28.3% YoY
-129.40M
-129.61M – -129.19M
-27.8% YoY
-158.31M
-159.89M – -156.31M
-22.3% YoY
Net Income
-40.46M
est: -44.71M (+9.5%)
-53.41M
est: -53.41M (+0.0%)
-55.22M
-66.79M – -55.18M
-3.4% YoY
-40.34M
-55.25M – -27.03M
+26.9% YoY
-33.05M
-38.02M – -24.11M
+18.1% YoY
-22.00M
-22.29M – -21.64M
+33.4% YoY
SGA
82.90M
est: 93.76M (-11.6%)
117.53M
est: 128.65M (-8.6%)
166.25M
165.78M – 166.95M
+29.2% YoY
213.27M
213.02M – 213.39M
+28.3% YoY
272.47M
272.04M – 272.91M
+27.8% YoY
333.34M
329.13M – 336.67M
+22.3% YoY
EPS
-3.39
est: -2.20 (-54.2%)
-1.46
est: -1.51 (+3.1%)
-1.63
-1.83 – -1.51
-8.5% YoY
-1.08
-1.51 – -0.74
+34.1% YoY
-0.82
-1.04 – -0.66
+24.2% YoY
-0.60
-0.61 – -0.59
+26.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-05-08 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-05-07 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-05-06 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-05-05 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-05-04 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-05-01 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-04-30 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-04-29 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-04-28 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-04-27 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-04-24 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-04-23 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-04-22 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-04-21 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-04-20 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-04-17 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5
2026-04-16 C+ 2/5 5/5 1/5 1/5 2/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-47.85M
OE per share TTM
-1.29
Owner's Yield
-6.33%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
7.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
30
Total invested
75.02M
Insider transactions (90d)
2
Beneficial owners (>5%)
6
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Abigail P. Johnson 4.54M 13.35% 4.54M IN Delaware 2024-11-07
2 FMR LLC 4.54M 13.35% 4.53M 4.54M HC Delaware 2024-11-07
3 Juliet Tammenoms Bakker 2.48M 7.00% 2.48M 2.48M IN 2024-10-22
4 Longitude Capital Partners IV, LLC 2.48M 7.00% 2.48M 2.48M OO 2024-10-22
5 Longitude Venture Partners IV, L.P. 2.48M 7.00% 2.48M 2.48M PN 2024-10-22
6 Patrick G. Enright 2.48M 7.00% 2.48M 2.48M IN 2024-10-22

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
30
-85 vs prev Q
New positions
6
Closed positions
91
Increased
13
Reduced
7
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 NVERSES CAPITAL, LLC 12.8K +12.8K (+100.0%) 281.54M +281.5M (+100.0%) 0.03% +0.035 pp 0.63% +0.631 pp USD21.93 +0.0% 1 qtrs NEW
2 TPG GP A, LLC 3.97M +— (+0.0%) 87.01M +41.4M (+90.9%) 10.78% -0.153 pp 3.24% +0.756 pp USD25.88 -15.3% 5 qtrs
3 FMR LLC 3.93M -552.9K (-12.3%) 86.16M +34.7M (+67.3%) 10.67% -1.674 pp 0.00% +0.002 pp USD25.88 -15.3% 5 qtrs
4 RED TREE MANAGEMENT, LLC 2.21M +— (+0.0%) 48.37M +23.0M (+90.9%) 5.99% -0.085 pp 44.37% +13.797 pp USD25.88 -15.3% 5 qtrs
5 BLACKROCK, INC. 1.85M +160.0K (+9.5%) 40.54M +21.1M (+109.0%) 5.02% +0.370 pp 0.00% +0.000 pp USD21.32 +2.9% 5 qtrs
6 VANGUARD GROUP INC 1.51M +34.1K (+2.3%) 33.07M +16.1M (+95.3%) 4.10% +0.036 pp 0.00% +0.000 pp USD21.40 +2.5% 5 qtrs
7 BANK OF NEW YORK MELLON CORP 1.22M +1.2M (+1,945.9%) 26.80M +26.1M (+3,804.8%) 3.32% +3.155 pp 0.00% +0.005 pp USD21.92 +0.0% 5 qtrs
8 TIMESSQUARE CAPITAL MANAGEMENT, LLC 787.9K -29.7K (-3.6%) 17.28M +7.9M (+83.9%) 2.14% -0.112 pp 0.26% +0.126 pp USD18.86 +16.3% 4 qtrs
9 FEDERATED HERMES, INC. 786.8K +— (+0.0%) 17.25M +8.2M (+90.9%) 2.14% -0.030 pp 0.03% +0.013 pp USD22.37 -2.0% 5 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 609.3K +27.3K (+4.7%) 13.36M +6.7M (+99.8%) 1.66% +0.052 pp 0.00% +0.000 pp USD20.32 +7.9% 5 qtrs
11 YU FAN 549.4K -803.7K (-59.4%) 12.05M -3.5M (-22.5%) 1.49% -2.236 pp 13.06% -7.169 pp USD25.19 -12.9% 5 qtrs
12 SILVERCREST ASSET MANAGEMENT GROUP LLC 542.3K +182.4K (+50.7%) 11.89M +7.8M (+187.6%) 1.47% +0.482 pp 0.08% +0.054 pp USD20.03 +9.5% 4 qtrs
13 ROYCE & ASSOCIATES LP 533.3K +533.3K (+100.0%) 11.70M +11.7M (+100.0%) 1.45% +1.449 pp 0.12% +0.119 pp USD21.93 +0.0% 1 qtrs NEW
14 FRANKLIN RESOURCES INC 523.4K -5.9K (-1.1%) 11.48M +5.4M (+88.7%) 1.42% -0.036 pp 0.00% +0.001 pp USD24.90 -11.9% 5 qtrs
15 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 508.5K -42.9K (-7.8%) 11.15M +4.8M (+76.0%) 1.38% -0.138 pp 0.00% +0.002 pp USD24.08 -8.9% 5 qtrs
16 ADAGE CAPITAL PARTNERS GP, L.L.C. 500.0K +500.0K (+100.0%) 10.97M +11.0M (+100.0%) 1.36% +1.358 pp 0.02% +0.017 pp USD21.93 +0.0% 1 qtrs NEW
17 STATE STREET CORP 471.9K +59.0K (+14.3%) 10.35M +5.6M (+118.1%) 1.28% +0.144 pp 0.00% +0.000 pp USD21.10 +3.9% 5 qtrs
18 ABG-WTT GLOBAL LIFE SCIENCE CAPITAL PARTNERS GP LTD 441.8K -646.3K (-59.4%) 9.69M -2.8M (-22.5%) 1.20% -1.798 pp 64.38% -2.562 pp USD25.88 -15.3% 5 qtrs
19 REDMILE GROUP, LLC 435.2K +— (+0.0%) 9.54M +4.5M (+90.9%) 1.18% -0.017 pp 0.70% +0.216 pp USD25.88 -15.3% 5 qtrs
20 JPMORGAN CHASE & CO 388.0K -23.2K (-5.6%) 8.51M +3.8M (+80.1%) 1.05% -0.079 pp 0.00% +0.000 pp USD18.28 +20.0% 5 qtrs
21 PEREGRINE CAPITAL MANAGEMENT LLC 363.1K -4.9K (-1.3%) 7.96M +3.7M (+88.3%) 0.99% -0.027 pp 0.24% +0.117 pp USD18.21 +20.4% 3 qtrs
22 TWO SIGMA INVESTMENTS, LP 343.6K +45.7K (+15.3%) 7.54M +4.1M (+120.1%) 0.93% +0.113 pp 0.01% +0.006 pp USD16.35 +34.1% 3 qtrs
23 GOLDMAN SACHS GROUP INC 324.9K +314.3K (+2,967.6%) 7.13M +7.0M (+5,754.8%) 0.88% +0.854 pp 0.00% +0.001 pp USD22.04 -0.5% 5 qtrs
24 BANK OF AMERICA CORP /DE/ 277.5K +141.7K (+104.4%) 6.09M +4.5M (+290.1%) 0.75% +0.380 pp 0.00% +0.000 pp USD18.88 +16.2% 5 qtrs
25 HRT FINANCIAL LP 255.6K +255.6K (+100.0%) 5.60M +5.6M (+100.0%) 0.69% +0.694 pp 0.02% +0.018 pp USD21.93 +0.0% 1 qtrs NEW
26 TWO SIGMA ADVISERS, LP 235.9K +23.5K (+11.1%) 5.17M +2.7M (+112.0%) 0.64% +0.056 pp 0.01% +0.005 pp USD16.31 +34.5% 3 qtrs
27 BNP PARIBAS ARBITRAGE, SNC 223.5K +12.3K (+5.8%) 4.90M +2.5M (+101.9%) 0.61% +0.025 pp 0.00% +0.001 pp USD16.74 +31.0% 5 qtrs
28 MORGAN STANLEY 209.7K +55.1K (+35.7%) 4.60M +2.8M (+158.9%) 0.57% +0.144 pp 0.00% +0.000 pp USD21.14 +3.7% 5 qtrs
29 MILLENNIUM MANAGEMENT LLC 198.7K -467.7K (-70.2%) 4.36M -3.3M (-43.1%) 0.54% -1.296 pp 0.00% -0.001 pp USD20.64 +6.3% 5 qtrs
30 194.0K +194.0K (+100.0%) 4.25M +4.3M (+100.0%) 0.53% +0.527 pp 2.97% +2.967 pp USD21.93 +0.0% 1 qtrs NEW
31 CITADEL ADVISORS LLC 192.5K +192.5K (+100.0%) 4.22M +4.2M (+100.0%) 0.52% +0.523 pp 0.00% +0.001 pp USD21.93 +0.0% 5 qtrs
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 190.6K +28.4K (+17.5%) 4.18M +2.3M (+124.3%) 0.52% +0.071 pp 0.00% +0.000 pp USD21.51 +2.0% 5 qtrs
33 DIVISADERO STREET CAPITAL MANAGEMENT, LP 188.5K +188.5K (+100.0%) 4.13M +4.1M (+100.0%) 0.51% +0.512 pp 0.19% +0.193 pp USD21.93 +0.0% 1 qtrs NEW
34 NORTHERN TRUST CORP 182.3K -20.1K (-9.9%) 4.00M +1.7M (+71.9%) 0.50% -0.062 pp 0.00% +0.000 pp USD21.17 +3.6% 5 qtrs
35 LORD, ABBETT & CO. LLC 166.1K +166.1K (+100.0%) 3.64M +3.6M (+100.0%) 0.45% +0.451 pp 0.01% +0.011 pp USD21.93 +0.0% 5 qtrs
36 QUANTINNO CAPITAL MANAGEMENT LP 136.2K +112.1K (+463.8%) 2.99M +2.7M (+976.1%) 0.37% +0.304 pp 0.01% +0.005 pp USD20.08 +9.2% 2 qtrs
37 JUMP FINANCIAL, LLC 94.6K +73.2K (+343.2%) 2.07M +1.8M (+746.0%) 0.26% +0.198 pp 0.03% +0.023 pp USD21.21 +3.4% 3 qtrs
38 F/M INVESTMENTS LLC 92.1K +14.6K (+18.8%) 2.02M +1.1M (+126.8%) 0.25% +0.037 pp 0.08% +0.042 pp USD14.74 +48.8% 3 qtrs
39 EMERALD MUTUAL FUND ADVISERS TRUST 92.1K -63.2K (-40.7%) 2.02M +235.3K (+13.2%) 0.25% -0.178 pp 0.10% +0.006 pp USD19.65 +11.6% 5 qtrs
40 UBS GROUP AG 85.4K -171.5K (-66.8%) 1.87M -1.1M (-36.5%) 0.23% -0.476 pp 0.00% 0.000 pp USD16.26 +34.9% 5 qtrs
41 DEUTSCHE BANK AG\ 85.2K +1.4K (+1.7%) 1.87M +905.3K (+94.0%) 0.23% +0.001 pp 0.00% +0.000 pp USD25.79 -15.0% 5 qtrs
42 ALLIANCEBERNSTEIN L.P. 67.3K +25.0K (+59.1%) 1.48M +990.3K (+203.6%) 0.18% +0.066 pp 0.00% +0.000 pp USD21.55 +1.8% 5 qtrs
43 NUVEEN, LLC 54.6K +— (+0.0%) 1.20M +569.6K (+90.9%) 0.15% -0.002 pp 0.00% +0.000 pp USD18.81 +16.6% 4 qtrs
44 PDT PARTNERS, LLC 52.7K +6.2K (+13.3%) 1.16M +621.6K (+116.3%) 0.14% +0.015 pp 0.08% +0.041 pp USD19.11 +14.8% 3 qtrs
45 SEI INVESTMENTS CO 49.2K -1.2K (-2.4%) 1.08M +500.0K (+86.3%) 0.13% -0.005 pp 0.00% +0.000 pp USD18.25 +20.2% 3 qtrs
46 QUANTBOT TECHNOLOGIES LP 48.6K +34.6K (+247.5%) 1.07M +904.6K (+563.2%) 0.13% +0.094 pp 0.04% +0.031 pp USD21.09 +4.0% 4 qtrs
47 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 47.5K +47.5K (+100.0%) 1.04M +1.0M (+100.0%) 0.13% +0.129 pp 0.00% +0.002 pp USD21.93 +0.0% 1 qtrs NEW
48 BARCLAYS PLC 45.9K +10.2K (+28.6%) 1.01M +596.0K (+145.5%) 0.12% +0.026 pp 0.00% +0.000 pp USD21.37 +2.6% 5 qtrs
49 MARSHALL WACE, LLP 45.1K -1.7K (-3.7%) 988.2K +450.7K (+83.9%) 0.12% -0.007 pp 0.00% +0.000 pp USD23.09 -5.0% 5 qtrs
50 SQUAREPOINT OPS LLC 40.3K +27.5K (+215.2%) 883.7K +736.8K (+501.6%) 0.11% +0.074 pp 0.00% +0.001 pp USD20.91 +4.9% 3 qtrs
51 TREXQUANT INVESTMENT LP 38.8K +6.0K (+18.2%) 851.9K +474.4K (+125.7%) 0.11% +0.015 pp 0.01% +0.004 pp USD13.10 +67.4% 2 qtrs
52 WALLEYE CAPITAL LLC 37.0K +37.0K (+100.0%) 811.1K +811.1K (+100.0%) 0.10% +0.101 pp 0.00% +0.003 pp USD21.93 +0.0% 1 qtrs NEW
53 JANE STREET GROUP, LLC 34.8K +17.9K (+105.9%) 762.7K +568.6K (+292.9%) 0.09% +0.048 pp 0.00% +0.000 pp USD16.86 +30.1% 2 qtrs
54 RHUMBLINE ADVISERS 30.5K -2.2K (-6.8%) 668.0K +292.4K (+77.8%) 0.08% -0.007 pp 0.00% +0.000 pp USD21.47 +2.1% 5 qtrs
55 WELLS FARGO & COMPANY/MN 29.4K +13.8K (+89.3%) 643.8K +465.6K (+261.3%) 0.08% +0.037 pp 0.00% +0.000 pp USD21.21 +3.4% 5 qtrs
56 AQR CAPITAL MANAGEMENT LLC 25.4K +25.4K (+100.0%) 556.9K +556.9K (+100.0%) 0.07% +0.069 pp 0.00% +0.000 pp USD21.93 +0.0% 1 qtrs NEW
57 TUDOR INVESTMENT CORP ET AL 25.0K +25.0K (+100.0%) 548.4K +548.4K (+100.0%) 0.07% +0.068 pp 0.00% +0.001 pp USD21.93 +0.0% 1 qtrs NEW
58 INSCRIPTION CAPITAL, LLC 22.0K +22.0K (+100.0%) 483.1K +483.1K (+100.0%) 0.06% +0.060 pp 0.05% +0.050 pp USD21.93 +0.0% 1 qtrs NEW
59 GRYPHON FINANCIAL PARTNERS LLC 20.1K +— (+0.0%) 440.0K +209.5K (+90.9%) 0.05% -0.001 pp 0.05% +0.021 pp USD11.49 +90.9% 2 qtrs
60 BOOTHBAY FUND MANAGEMENT, LLC 18.1K +18.1K (+100.0%) 397.7K +397.7K (+100.0%) 0.05% +0.049 pp 0.01% +0.006 pp USD21.93 +0.0% 1 qtrs NEW
61 EVERSEPT PARTNERS, LP 17.1K +— (+0.0%) 374.9K +178.5K (+90.9%) 0.05% -0.001 pp 0.02% +0.005 pp USD11.49 +90.9% 2 qtrs
62 ROYAL BANK OF CANADA 15.6K +1.5K (+10.8%) 342.0K +180.0K (+111.1%) 0.04% +0.004 pp 0.00% +0.000 pp USD15.71 +39.6% 5 qtrs
63 METLIFE INVESTMENT MANAGEMENT, LLC 15.4K +— (+0.0%) 337.0K +160.4K (+90.9%) 0.04% -0.001 pp 0.00% +0.001 pp USD22.34 -1.8% 5 qtrs
64 PRICE T ROWE ASSOCIATES INC /MD/ 15.1K +2.0K (+15.4%) 331.0K +181.0K (+120.7%) 0.04% +0.005 pp 0.00% +0.000 pp USD18.88 +16.2% 3 qtrs
65 PRINCIPAL FINANCIAL GROUP INC 13.5K +13.5K (+100.0%) 295.7K +295.7K (+100.0%) 0.04% +0.037 pp 0.00% +0.000 pp USD21.93 +0.0% 1 qtrs NEW
66 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 12.4K -8.8K (-41.5%) 271.3K +28.2K (+11.6%) 0.03% -0.025 pp 0.00% +0.000 pp USD21.03 +4.3% 5 qtrs
67 INVESCO LTD. 12.0K +1.6K (+15.5%) 264.0K +144.3K (+120.5%) 0.03% +0.004 pp 0.00% +0.000 pp USD19.16 +14.5% 5 qtrs
68 VERITION FUND MANAGEMENT LLC 11.9K +11.9K (+100.0%) 260.8K +260.8K (+100.0%) 0.03% +0.032 pp 0.00% +0.001 pp USD21.93 +0.0% 5 qtrs
69 ENGINEERS GATE MANAGER LP 11.8K +11.8K (+100.0%) 259.8K +259.8K (+100.0%) 0.03% +0.032 pp 0.00% +0.003 pp USD21.93 +0.0% 1 qtrs NEW
70 CREATIVE PLANNING 10.5K +10.5K (+100.0%) 230.4K +230.4K (+100.0%) 0.03% +0.029 pp 0.00% +0.000 pp USD21.93 +0.0% 1 qtrs NEW
71 VOLEON CAPITAL MANAGEMENT LP 9.9K +9.9K (+100.0%) 217.5K +217.5K (+100.0%) 0.03% +0.027 pp 0.00% +0.005 pp USD21.93 +0.0% 1 qtrs NEW
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9.9K +9.9K (+100.0%) 217.3K +217.3K (+100.0%) 0.03% +0.027 pp 0.00% +0.000 pp USD21.93 +0.0% 4 qtrs
73 VERSANT CAPITAL MANAGEMENT, INC 7.7K +7.7K (+100.0%) 168.0K +168.0K (+100.0%) 0.02% +0.021 pp 0.02% +0.021 pp USD21.93 +0.0% 1 qtrs NEW
74 SG AMERICAS SECURITIES, LLC 6.6K +6.6K (+100.0%) 145.0K +145.0K (+100.0%) 0.02% +0.018 pp 0.00% +0.000 pp USD21.93 +0.0% 1 qtrs NEW
75 NEW YORK STATE COMMON RETIREMENT FUND 6.6K -2.1K (-24.1%) 144.7K +44.8K (+44.8%) 0.02% -0.006 pp 0.00% +0.000 pp USD18.92 +15.9% 4 qtrs
76 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 6.2K +— (+0.0%) 135.5K +64.5K (+90.9%) 0.02% 0.000 pp 0.00% +0.001 pp USD18.31 +19.8% 4 qtrs
77 RUSSELL INVESTMENTS GROUP, LTD. 2.9K +854.0 (+41.4%) 64.0K +40.3K (+169.8%) 0.01% +0.002 pp 0.00% +0.000 pp USD14.55 +50.7% 2 qtrs
78 LARSON FINANCIAL GROUP LLC 2.9K +2.7K (+1,403.1%) 63.0K +60.8K (+2,768.4%) 0.01% +0.007 pp 0.00% +0.002 pp USD22.19 -1.2% 5 qtrs
79 LEGAL & GENERAL GROUP PLC 2.8K -4.7K (-62.8%) 61.8K -25.1K (-28.9%) 0.01% -0.013 pp 0.00% +0.000 pp USD20.30 +8.0% 5 qtrs
80 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 2.7K +2.7K (+8,735.5%) 60.1K +59.7K (+16,772.5%) 0.01% +0.007 pp 0.01% +0.014 pp USD21.89 +0.2% 3 qtrs
81 AMERITAS INVESTMENT PARTNERS, INC. 2.1K -440.0 (-17.3%) 46.1K +16.9K (+57.8%) 0.01% -0.001 pp 0.00% +0.001 pp USD22.35 -1.9% 5 qtrs
82 CWM, LLC 1.8K +1.7K (+1,178.5%) 40.0K +38.0K (+1,900.0%) 0.01% +0.005 pp 0.00% +0.000 pp USD21.69 +1.1% 4 qtrs
83 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.6K -10.5K (-86.4%) 36.0K -103.0K (-74.1%) 0.00% -0.029 pp 0.00% 0.000 pp USD19.69 +11.4% 5 qtrs
84 TOWER RESEARCH CAPITAL LLC (TRC) 1.6K +481.0 (+41.8%) 35.8K +22.6K (+170.6%) 0.00% +0.001 pp 0.00% +0.001 pp USD20.78 +5.5% 5 qtrs
85 HARBOUR INVESTMENTS, INC. 1.5K +— (+0.0%) 32.9K +15.7K (+90.9%) 0.00% 0.000 pp 0.00% +0.000 pp USD11.49 +90.9% 2 qtrs
86 CITIGROUP INC 1.0K -1.1K (-52.1%) 22.9K -2.2K (-8.6%) 0.00% -0.003 pp 0.00% +0.000 pp USD25.33 -13.4% 5 qtrs
87 AMALGAMATED BANK 837.00 +417.0 (+99.3%) 18.0K +13.0K (+260.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD23.91 -8.3% 5 qtrs
88 GAMMA INVESTING LLC 783.00 +396.0 (+102.3%) 17.2K +12.7K (+286.1%) 0.00% +0.001 pp 0.00% +0.001 pp USD19.26 +13.9% 4 qtrs
89 JONES FINANCIAL COMPANIES LLLP 600.00 +600.0 (+100.0%) 13.2K +13.2K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD21.93 +0.0% 1 qtrs NEW
90 SRS CAPITAL ADVISORS, INC. 525.00 +54.0 (+11.5%) 11.5K +6.1K (+112.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.56 +74.6% 2 qtrs
91 NISA INVESTMENT ADVISORS, LLC 402.00 +34.0 (+9.2%) 8.8K +4.6K (+108.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD19.04 +15.2% 4 qtrs
92 ALLWORTH FINANCIAL LP 319.00 +319.0 (+100.0%) 7.0K +7.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD21.93 +0.0% 1 qtrs NEW
93 US BANCORP \DE\ 225.00 +146.0 (+184.8%) 4.9K +4.0K (+443.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD20.80 +5.4% 3 qtrs
94 COSTELLO ASSET MANAGEMENT, INC 200.00 +— (+0.0%) 4.4K +2.1K (+90.9%) 0.00% +0.000 pp 0.00% +0.001 pp USD19.21 +14.2% 4 qtrs
95 COMERICA BANK 199.00 +199.0 (+100.0%) 4.4K +4.4K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD21.93 +0.0% 4 qtrs
96 STERLING CAPITAL MANAGEMENT LLC 171.00 +111.0 (+185.0%) 3.8K +3.1K (+444.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.30 -5.9% 5 qtrs
97 ASTER CAPITAL MANAGEMENT (DIFC) LTD 144.00 +144.0 (+100.0%) 3.2K +3.2K (+100.0%) 0.00% +0.000 pp 0.00% +0.001 pp USD21.92 +0.0% 1 qtrs NEW
98 IFP ADVISORS, INC 122.00 +112.0 (+1,120.0%) 2.7K +2.6K (+2,226.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD21.42 +2.4% 3 qtrs
99 ORG PARTNERS LLC 107.00 +107.0 (+100.0%) 2.3K +2.3K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD21.93 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 47 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 F/M Emerald Life Sciences Innovation ETF LFSC 1.40% 1.05M 0.54%
2 Fidelity Fundamental Small-Mid Cap ETF FFSM 0.12% 1.76M 0.43%
3 iShares Micro-Cap ETF IWC 0.12% 1.81M 0.60%
4 iShares Russell 2000 Growth ETF IWO 0.03% 5.07M 0.24%
5 Vanguard Russell 2000 Growth ETF VTWG 0.03% 461.5K 0.06%
6 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.02% 1.10M 0.30%
7 iShares Russell 2000 BuyWrite ETF IWMW 0.02% 9.8K 0.39%
8 iShares Russell 2000 ETF IWM 0.02% 14.26M 0.19%
9 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.02% 93.1K 0.36%
10 Global X - Russell 2000 ETF RSSL 0.02% 251.9K 0.08%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.05
Neutral
Ratio by volume
3.00
Bullish
Buys
20
Sells
19
Shares acquired
637.1K
Shares disposed
143.0K
Cash buys
Cash sales
9.00
Net activity
+494,066
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-05 Chao Xingjuan Director / Officer M-Exempt A Common Stock 23,554 4.70 110.7K 859,901 D
2026-05-01 Woo Raymond Officer S-Sale D Common Stock 1,469 20.39 30.0K 197,648 D
2026-04-06 Chao Xingjuan Director / Officer S-Sale D Common Stock 23,554 18.40 433.4K 850,347 D
2026-04-01 Woo Raymond Officer M-Exempt A Common Stock 3,025 4.70 14.2K 169,937 D
2026-04-01 Manni Joseph S. Officer A-Award A Stock Option (Right to Buy) 51,227 18.50 947.7K 51,227 D
2026-04-01 Foehr David Officer A-Award A Stock Option (Right to Buy) 36,750 18.50 679.9K 36,750 D
2026-04-01 Chao Xingjuan Director / Officer A-Award A Common Stock 97,555 0.00 864,347 D
2026-04-01 Blumberg Scott Officer A-Award A Stock Option (Right to Buy) 51,227 18.50 947.7K 51,227 D
2026-03-25 Chao Xingjuan Director / Officer M-Exempt A Common Stock 36,628 2.24 82.0K 747,792 D
2026-03-03 ROBERTSON REBECCA B Director S-Sale D Common Stock 827 17.80 14.7K 18,749 D
2026-03-03 Foehr David Officer M-Exempt D Stock Option (Right to Buy) 1,157 4.70 5.4K 52,885 D
2026-03-03 Chao Xingjuan Director / Officer M-Exempt D Stock Option (Right to Buy) 23,554 4.70 110.7K 172,139 D
2026-03-02 Woo Raymond Officer M-Exempt D Stock Option (Right to Buy) 6,615 4.70 31.1K 32,293 D
2026-02-24 Foehr David Officer S-Sale D Common Stock 781 19.98 15.6K 17,550 D
2026-02-23 Woo Raymond Officer S-Sale D Common Stock 705 19.79 14.0K 166,912 D
2026-02-23 Manni Joseph S. Officer S-Sale D Common Stock 768 19.79 15.2K 26,933 D
2026-02-23 Foehr David Officer S-Sale D Common Stock 569 19.79 11.3K 18,331 D
2026-02-23 Chao Xingjuan Director / Officer S-Sale D Common Stock 2,084 19.79 41.2K 725,164 D
2026-02-23 Blumberg Scott Officer S-Sale D Common Stock 808 19.79 16.0K 118,334 D
2026-02-19 Parvizi Josef Director S-Sale D Common Stock 16,714 20.27 338.8K 722,652 I
2026-02-18 Parvizi Josef Director S-Sale D Common Stock 6,986 20.00 139.7K 739,366 I
2026-02-17 Parvizi Josef Director S-Sale D Common Stock 1,300 20.00 26.0K 746,352 I
2026-02-04 Chao Xingjuan Director / Officer M-Exempt A Common Stock 1,446 4.70 6.8K 728,694 D
2026-02-03 Foehr David Officer M-Exempt D Stock Option (Right to Buy) 3,403 4.70 16.0K 59,598 D
2026-02-02 Woo Raymond Officer S-Sale D Common Stock 3,025 20.57 62.2K 167,617 D
2026-01-15 Parvizi Josef Director S-Sale D Common Stock 25,000 22.94 573.5K 747,652 I
2026-01-05 Foehr David Officer S-Sale D Common Stock 2,153 22.60 48.7K 18,900 D
2026-01-05 Chao Xingjuan Director / Officer M-Exempt A Common Stock 23,554 4.70 110.7K 764,802 D
2026-01-02 Woo Raymond Officer M-Exempt A Common Stock 6,615 4.70 31.1K 173,932 D
2026-01-02 ROBERTSON REBECCA B Director S-Sale D Common Stock 2,500 21.89 54.7K 19,576 D
2025-12-22 Blumberg Scott Officer S-Sale D Common Stock 19,719 21.00 414.1K 118,842 D
2025-12-15 Parvizi Josef Director S-Sale D Common Stock 25,000 21.49 537.3K 772,652 I
2025-12-09 BURKE WILLIAM W Director M-Exempt D Stock Option (Right to Buy) 23,000 4.70 108.1K 25,151 D
2025-12-08 ROBERTSON REBECCA B Director S-Sale D Common Stock 5,000 20.00 100.0K 8,388 D
2025-12-08 Parvizi Josef Director S-Sale D Common Stock 25,000 20.26 506.5K 797,652 I
2025-12-04 Chao Xingjuan Director / Officer M-Exempt A Common Stock 25,000 2.24 56.0K 823,135 D
2025-12-03 Foehr David Officer M-Exempt D Stock Option (Right to Buy) 2,246 4.70 10.6K 70,710 D
2025-12-02 ROBERTSON REBECCA B Director S-Sale D Common Stock 827 16.67 13.8K 8,388 D
2025-12-01 Woo Raymond Officer M-Exempt A Common Stock 3,025 4.70 14.2K 172,201 D
2025-12-01 Chao Xingjuan Director / Officer M-Exempt A Common Stock 25,000 3.65 91.3K 823,135 D
2025-11-21 Chao Xingjuan Director / Officer M-Exempt A Common Stock 25,000 3.65 91.3K 848,135 D
2025-11-20 Woo Raymond Officer F-InKind D Common Stock 687 13.64 9.4K 167,317 D
2025-11-20 Manni Joseph S. Officer F-InKind D Common Stock 660 13.64 9.0K 27,401 D
2025-11-20 Foehr David Officer F-InKind D Common Stock 484 13.64 6.6K 18,900 D
2025-11-20 Chao Xingjuan Director / Officer F-InKind D Common Stock 2,887 13.64 39.4K 795,248 D
2025-11-20 Blumberg Scott Officer F-InKind D Common Stock 687 13.64 9.4K 118,842 D
2025-11-11 Woo Raymond Officer S-Sale D Common Stock 11,112 12.28 136.5K 167,704 D
2025-10-03 Woo Raymond Officer S-Sale D Common Stock 11,112 12.54 139.3K 167,704 D
2025-09-17 Rogers Erica J. 0 0.00 0
2025-09-04 Woo Raymond Officer M-Exempt A Common Stock 6,615 4.70 31.1K 178,816 D
2025-09-03 ROBERTSON REBECCA B Director S-Sale D Common Stock 827 11.36 9.4K 9,215 D
2025-09-02 Woo Raymond Officer M-Exempt D Stock Option (Right to Buy) 20,000 2.24 44.8K 21,634 D
2025-08-27 Foehr David Officer S-Sale D Common Stock 866 11.71 10.1K 20,250 D
2025-08-25 Woo Raymond Officer F-InKind D Common Stock 687 11.58 8.0K 147,704 D
2025-08-25 Manni Joseph S. Officer F-InKind D Common Stock 660 11.58 7.6K 27,761 D
2025-08-25 Foehr David Officer F-InKind D Common Stock 484 11.58 5.6K 21,116 D
2025-08-25 Chao Xingjuan Director / Officer F-InKind D Common Stock 2,887 11.58 33.4K 773,135 D
2025-08-25 Blumberg Scott Officer F-InKind D Common Stock 687 11.58 8.0K 119,374 D
2025-08-19 Taylor Joseph Michael Director S-Sale D Common Stock 7,032 11.76 82.7K 59,235 D
2025-07-07 Chao Xingjuan Director / Officer M-Exempt A Common Stock 25,000 2.24 56.0K 801,222 D
2025-06-18 ROBERTSON REBECCA B Director S-Sale D Common Stock 11,188 17.85 199.7K 10,042 D
2025-06-17 ROBERTSON REBECCA B Director S-Sale D Common Stock 7,445 17.63 131.3K 21,230 D
2025-06-16 ROBERTSON REBECCA B Director S-Sale D Common Stock 20,000 17.14 342.8K 28,675 D
2025-06-10 Taylor Joseph Michael Director A-Award A Common Stock 8,828 0.00 66,267 D
2025-06-10 Tammenoms Bakker Juliet Director A-Award A Common Stock 8,828 0.00 15,446 D
2025-06-10 ROBERTSON REBECCA B Director A-Award A Common Stock 8,828 0.00 28,675 D
2025-06-10 Parvizi Josef Director A-Award A Common Stock 8,828 0.00 822,652 I
2025-06-10 BURKE WILLIAM W Director A-Award A Common Stock 8,828 0.00 17,391 D
2025-06-03 Chao Xingjuan Director / Officer S-Sale D Common Stock 25,000 17.00 425.0K 776,022 D
2025-05-15 Chao Xingjuan Director / Officer M-Exempt D Stock Option (Right to Buy) 48,871 0.39 19.1K 0 D
2025-04-23 Chao Xingjuan Director / Officer S-Sale D Common Stock 15,628 15.11 236.1K 727,151 D
2025-04-22 Chao Xingjuan Director / Officer M-Exempt D Stock Option (Right to Buy) 300 2.24 672.00 143,179 D
2025-04-21 Chao Xingjuan Director / Officer M-Exempt D Stock Option (Right to Buy) 3,372 2.24 7.6K 143,479 D
2025-04-17 Chao Xingjuan Director / Officer M-Exempt A Common Stock 5,700 2.24 12.8K 757,851 D
2025-04-01 Woo Raymond Officer A-Award A Common Stock 30,695 0.00 148,391 D
2025-04-01 Manni Joseph S. Officer A-Award A Stock Option (Right to Buy) 47,369 18.77 889.1K 47,369 D
2025-04-01 Foehr David Officer A-Award A Stock Option (Right to Buy) 36,000 18.77 675.7K 36,000 D
2025-04-01 Chao Xingjuan Director / Officer A-Award A Stock Option (Right to Buy) 151,582 18.77 2.85M 151,582 D
2025-04-01 Blumberg Scott Officer A-Award A Common Stock 30,695 0.00 120,061 D

Executive team

Top executives
EBIT / Employee
-183.4K
Shares Outstanding
37.87M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Xingjuan (Jane) Chao, Ph.D. President, Chief Executive Officer, and Co-Founder 639.0K 1.71M 1.57M 619.3K 26.2K 4.57M 71.87%
2 2025 Scott Blumberg Chief Financial Officer 430.0K 576.1K 531.3K 247.1K 1.78M 62.06%
3 2025 Raymond Woo, Ph.D. Chief Technology Officer 418.5K 576.1K 531.3K 238.6K 1.76M 62.76%
4 2024 Xingjuan (Jane) Chao, Ph.D. President, Chief Executive Officer, and Co-Founder 494.5K 1.01M 278.1K 32.7K 1.82M 55.72%
5 2024 Scott Blumberg Chief Financial Officer 348.9K 492.4K 170.7K 1.01M 48.66%
6 2024 Raymond Woo, Ph.D. Chief Technology Officer 337.5K 201.2K 165.2K 703.9K 28.59%
7 2023 Xingjuan (Jane) Chao, Ph.D. President, Chief Executive Officer, and Co-Founder 466.3K 1.63M 255.3K 28.3K 2.38M 68.50%
8 2023 Raymond Woo, Ph.D. Chief Technology Officer 318.0K 417.1K 146.6K 881.7K 47.30%
9 2023 Scott Blumberg Chief Financial Officer 328.9K 283.1K 151.6K 763.6K 37.07%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-20 DEFA14A
2026-04-20 DEF 14A
2025-06-09 DEFA14A
2025-04-30 DEFA14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 8-K
2026-05-11 10-Q
2026-05-07 4
2026-05-06 SC 13G/A
2026-05-04 4
2026-04-20 DEFA14A
2026-04-20 DEF 14A
2026-04-20 ARS
2026-04-08 4
2026-04-03 4

Executive team

NameTitleCompensationGender
Xingjuan Chao Co-Founder, President, Chief Executive Officer & Director 1M female
Scott Blumberg Chief Financial Officer 677.1K male
Raymond Woo Chief Technology Officer 657.1K male
Josef Parvizi Co-Founder, Chief Medical Advisor & Director 242.5K
Baharan Kamousi Senior Vice President of Data Science female
Louisa Daniels General Counsel female
Sean Manni Chief Revenue Officer male
Kim McKeon Vice President of People & Culture female
Brian Price Senior Vice President of Marketing male
Dan Rogy Senior Vice President of Operations male
Joseph S. Manni Chief Revenue Officer male
ESG Rating
B-
MEDICAL - DEVICES
Rank: 146 out of 168
2026
E (Environmental)
46.9 / 62.5
Company / Sector avg.
S (Social)
52.7 / 68.9
Company / Sector avg.
G (Governance)
56.9 / 64.8
Company / Sector avg.
ESG Total
52.2 / 65.4
Company / Sector avg.
ESG Score History MEDICAL - DEVICES
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