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Chime Financial, Inc. Class A Common Stock (CHYM)

USD22.63 +1.17 (+5.43%)
US NASDAQ Financial Services Banks - Regional
Address 101 California Street, Suite 500 94111
San Francisco, CA, US
CEO Mark T. Troughton
Website chime.com
IPO 2025-06-12
CIK 1795586 ISIN US16935C1099

Explore sections of this company profile

Description

Chime functions as a digital-first financial technology company, delivering a range of banking services that come without typical fees. These offerings, which encompass checking and savings accounts, early access to paychecks, and overdraft protection, are provided in collaboration with banks that are insured by the FDIC. Chime largely targets consumers whose annual income is under $100,000, with its primary revenue stream originating from interchange fees.

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
USD22.63 +1.17 (+5.43%)
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Volume Profile
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Liquidity & share structure
Average Volume
5M
Beta
0.48
Float Shares
219.26M
Free Float %
57.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.71% -4.89% -14.94% -8.08% -5.68% -28.09% -51.23% -51.23% -51.23% -51.23% -51.23%
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 (9 ratings, all time) Buy
Price Targets & DCF
Current price
22.63
Low 29.00 +28.2%
Consensus 30.00 +32.6%
Median 30.00 +32.6%
High 31.00 +37.0%
Ratings Trend (MoM) 84% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 12 0
Hold 3 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
30.00
+32.6%
Last Quarter 1
30.00
+32.6%
Last Year 8
30.13
+33.2%
All Time 8
30.13
+33.2%
Quality scores
Altman Z-Score
6.24
Safe zone
Piotroski F-Score
4 / 9
Average
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
  • Revenue growth
    +30.7% Q1'26: +24.8% (vs Q1'25)
  • EPS growth
    -3,721.8% Q1'26: -35.0% (vs Q1'25)
  • FCF margin
    Q1'26: +12.4% (vs Q1'25)
  • EBIT margin
    Q1'26: +8.3% (vs Q1'25)
  • ROIC
    Q1'26: +38.8% (vs Q1'25)
  • Share dilution
    +548.3% Q1'26: +9.9% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 0.49× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.11) × ERP
WACC = 100% × Ke + 0% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 22.63
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
13 Rev. Ana.
9 EPS Ana.
Dec 2027
15 Rev. Ana.
12 EPS Ana.
Dec 2028
11 Rev. Ana.
7 EPS Ana.
Dec 2029
5 Rev. Ana.
2 EPS Ana.
Revenue
1.67B
est: 1.94B (-13.9%)
2.19B
est: 2.17B (+0.9%)
2.68B
2.65B – 2.71B
+23.6% YoY
3.19B
3.07B – 3.24B
+19.0% YoY
3.73B
3.73B – 3.73B
+17.1% YoY
4.50B
4.40B – 4.59B
+20.6% YoY
EBITDA
-36.83M
est: -540.10M (+93.2%)
-979.11M
est: -602.01M (-62.6%)
-743.83M
-752.22M – -735.44M
-23.6% YoY
-885.09M
-899.05M – -851.58M
-19.0% YoY
-1.04B
-1.04B – -1.04B
-17.1% YoY
-1.25B
-1.28B – -1.22B
-20.6% YoY
EBIT
-62.20M
est: -562.57M (+88.9%)
-1.01B
est: -627.05M (-60.9%)
-774.78M
-783.52M – -766.04M
-23.6% YoY
-921.91M
-936.45M – -887.01M
-19.0% YoY
-1.08B
-1.08B – -1.08B
-17.1% YoY
-1.30B
-1.33B – -1.27B
-20.6% YoY
Net Income
-25.34M
est: -27.31B (+99.9%)
-1.01B
est: -10.82B (+90.7%)
882.22M
396.11M – 1.37B
+108.2% YoY
2.07B
841.90M – 3.30B
+135.0% YoY
2.77B
2.00B – 3.54B
+33.5% YoY
5.06B
4.90B – 5.19B
+82.6% YoY
SGA
696.99M
est: 976.01M (-28.6%)
1.15B
est: 1.09B (+5.5%)
1.34B
1.33B – 1.36B
+23.6% YoY
1.60B
1.54B – 1.62B
+19.0% YoY
1.87B
1.87B – 1.87B
+17.1% YoY
2.26B
2.21B – 2.31B
+20.6% YoY
EPS
-0.07
est: -11.58 (+99.4%)
-2.66
est: -4.57 (+41.8%)
0.29
0.17 – 0.58
+106.3% YoY
0.75
0.36 – 1.40
+158.4% YoY
1.15
0.85 – 1.50
+53.3% YoY
2.14
2.08 – 2.20
+86.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-11 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-08 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-07 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-06 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-05 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-04 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-05-01 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-30 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-29 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-28 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-27 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-24 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
196.62M
OE per share TTM
0.51
Owner's Yield
2.37%
Maintenance CapEx ratio
12.02%
Maint CapEx / Avg PPE
10.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
39
Total invested
100.46M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
39
-180 vs prev Q
New positions
12
Closed positions
181
Increased
19
Reduced
10
Put/Call ratio
0.00
Calls held
42.0K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 FORERUNNER VENTURES MANAGEMENT, LLC 9.03M +9.0M (+100.0%) 227.31B +227.3B (+100.0%) 2.44% +2.436 pp 100.00% +100.000 pp USD25.17 +0.0% 1 qtrs NEW
2 1.09M +1.1M (+100.0%) 27.40B +27.4B (+100.0%) 0.29% +0.294 pp 100.00% +100.000 pp USD25.17 +0.0% 1 qtrs NEW
3 POINT BREAK CAPITAL MANAGEMENT, LLC 144.0K +144.0K (+100.0%) 3.62B +3.6B (+100.0%) 0.04% +0.039 pp 3.10% +3.101 pp USD25.17 +0.0% 1 qtrs NEW
4 GALILEO (PTC) LTD 52.27M +— (+0.0%) 1.32B +261.3M (+24.8%) 14.10% +0.000 pp 95.84% +0.840 pp USD34.51 -27.1% 3 qtrs
5 CROSSLINK CAPITAL INC 27.22M -2.0M (-6.9%) 685.01M +95.1M (+16.1%) 7.34% -0.548 pp 53.06% +10.152 pp USD34.51 -27.1% 3 qtrs
6 GENERAL ATLANTIC, L.P. 21.26M +2.1M (+10.7%) 535.11M +147.7M (+38.1%) 5.73% +0.553 pp 18.63% +6.995 pp USD33.61 -25.1% 3 qtrs
7 TIGER GLOBAL MANAGEMENT LLC 14.19M +1.7M (+13.8%) 357.23M +105.7M (+42.0%) 3.83% +0.464 pp 1.20% +0.425 pp USD33.38 -24.6% 3 qtrs
8 ICONIQ CAPITAL, LLC 12.04M -3.0M (-19.9%) 303.10M -143.6K (0.0%) 3.25% -0.807 pp 4.58% +0.809 pp USD34.51 -27.1% 3 qtrs
9 COATUE MANAGEMENT LLC 10.07M -644.3K (-6.0%) 253.51M +37.4M (+17.3%) 2.72% -0.174 pp 0.63% +0.104 pp USD34.51 -27.1% 3 qtrs
10 DRAGONEER INVESTMENT GROUP, LLC 8.55M +— (+0.0%) 215.18M +42.7M (+24.8%) 2.31% +0.000 pp 4.69% +0.885 pp USD34.51 -27.1% 3 qtrs
11 CITADEL ADVISORS LLC 6.63M +4.2M (+178.3%) 166.94M +118.9M (+247.4%) 1.79% +1.146 pp 0.03% +0.018 pp USD24.74 +1.7% 3 qtrs
12 CAPITAL RESEARCH GLOBAL INVESTORS 6.10M -775.1K (-11.3%) 153.61M +14.9M (+10.7%) 1.65% -0.209 pp 0.03% +0.002 pp USD27.72 -9.2% 3 qtrs
13 ASHTON THOMAS PRIVATE WEALTH, LLC 5.13M +5.1M (+100.0%) 129.09M +129.1M (+100.0%) 1.38% +1.383 pp 3.15% +3.147 pp USD25.17 +0.0% 1 qtrs NEW
14 SOFTBANK GROUP CORP. 5.07M +— (+0.0%) 127.54M +25.3M (+24.8%) 1.37% +0.000 pp 0.82% +0.431 pp USD34.51 -27.1% 3 qtrs
15 ORLAND PROPERTIES LTD 4.61M +— (+0.0%) 116.03M +23.1M (+24.8%) 1.24% +0.000 pp 21.71% +1.827 pp USD34.51 -27.1% 3 qtrs
16 POINT72 ASSET MANAGEMENT, L.P. 4.59M +3.6M (+353.1%) 115.45M +95.0M (+465.4%) 1.24% +0.964 pp 0.13% +0.095 pp USD26.09 -3.5% 3 qtrs
17 SCGE MANAGEMENT, L.P. 4.42M +— (+0.0%) 111.27M +22.1M (+24.8%) 1.19% +0.000 pp 2.53% +0.794 pp USD34.51 -27.1% 3 qtrs
18 GREENHOUSE FUNDS LLLP 3.29M +939.0K (+39.9%) 82.86M +35.4M (+74.6%) 0.89% +0.253 pp 2.99% +1.257 pp USD24.90 +1.1% 3 qtrs
19 NUVEEN, LLC 2.73M +202.3K (+8.0%) 68.71M +17.7M (+34.8%) 0.74% +0.055 pp 0.02% +0.005 pp USD30.12 -16.4% 3 qtrs
20 LIGHT STREET CAPITAL MANAGEMENT, LLC 2.71M +1.2M (+81.7%) 68.22M +38.1M (+126.7%) 0.73% +0.329 pp 10.50% +5.437 pp USD26.09 -3.5% 3 qtrs
21 DAVIS SELECTED ADVISERS 2.47M +72.9K (+3.0%) 62.22M +13.8M (+28.6%) 0.67% +0.020 pp 0.28% +0.027 pp USD20.32 +23.9% 2 qtrs
22 IEQ CAPITAL, LLC 2.31M +2.3M (+100.0%) 58.21M +58.2M (+100.0%) 0.62% +0.624 pp 0.17% +0.174 pp USD25.17 +0.0% 1 qtrs NEW
23 UBS GROUP AG 2.18M +1.9M (+725.6%) 54.76M +49.4M (+930.3%) 0.59% +0.516 pp 0.01% +0.008 pp USD24.79 +1.5% 3 qtrs
24 MILLENNIUM MANAGEMENT LLC 2.10M +684.2K (+48.2%) 52.91M +24.3M (+85.0%) 0.57% +0.185 pp 0.02% +0.010 pp USD24.77 +1.6% 3 qtrs
25 PATIENT CAPITAL MANAGEMENT, LLC 2.04M +2.0M (+100.0%) 51.22M +51.2M (+100.0%) 0.55% +0.549 pp 1.98% +1.977 pp USD25.17 +0.0% 1 qtrs NEW
26 MARSHALL WACE, LLP 1.93M +143.3K (+8.0%) 48.49M +12.5M (+34.8%) 0.52% +0.039 pp 0.04% +0.008 pp USD22.50 +11.9% 3 qtrs
27 OWLS NEST PARTNERS IA, LLC 1.87M +1.9M (+100.0%) 47.06M +47.1M (+100.0%) 0.50% +0.504 pp 13.03% +13.032 pp USD25.17 +0.0% 1 qtrs NEW
28 QUBE RESEARCH & TECHNOLOGIES LTD 1.79M +1.5M (+646.0%) 45.01M +40.2M (+830.9%) 0.48% +0.418 pp 0.05% +0.041 pp USD24.50 +2.7% 2 qtrs
29 BLACKROCK, INC. 1.58M -674.2K (-29.9%) 39.73M -5.7M (-12.6%) 0.43% -0.182 pp 0.00% 0.000 pp USD34.51 -27.1% 3 qtrs
30 AMERICAN CENTURY COMPANIES INC 1.53M +1.5M (+100.0%) 38.49M +38.5M (+100.0%) 0.41% +0.413 pp 0.02% +0.019 pp USD25.17 +0.0% 1 qtrs NEW
31 ATREIDES MANAGEMENT, LP 1.50M +1.5M (+100.0%) 37.85M +37.9M (+100.0%) 0.41% +0.406 pp 0.46% +0.463 pp USD25.17 +0.0% 3 qtrs
32 ALLIANCEBERNSTEIN L.P. 1.50M -367.3K (-19.7%) 37.76M +93.8K (+0.2%) 0.40% -0.099 pp 0.01% +0.000 pp USD29.24 -13.9% 3 qtrs
33 SC US (TTGP), LTD. 1.45M +1.9K (+0.1%) 36.49M +7.3M (+25.0%) 0.39% +0.001 pp 0.26% +0.080 pp USD34.50 -27.0% 3 qtrs
34 SCHONFELD STRATEGIC ADVISORS LLC 1.44M +1.4M (+100.0%) 36.16M +36.2M (+100.0%) 0.39% +0.388 pp 0.16% +0.160 pp USD25.17 +0.0% 1 qtrs NEW
35 FEDERATED HERMES, INC. 1.27M +402.3K (+46.6%) 31.87M +14.4M (+82.9%) 0.34% +0.109 pp 0.05% +0.023 pp USD30.56 -17.6% 3 qtrs
36 JANE STREET GROUP, LLC 880.4K +170.9K (+24.1%) 22.16M +7.8M (+54.9%) 0.24% +0.046 pp 0.00% +0.001 pp USD23.98 +5.0% 3 qtrs
37 ADAGE CAPITAL PARTNERS GP, L.L.C. 868.8K +84.8K (+10.8%) 21.87M +6.1M (+38.3%) 0.23% +0.023 pp 0.03% +0.008 pp USD33.60 -25.1% 3 qtrs
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 864.5K +716.3K (+483.3%) 21.76M +18.8M (+627.9%) 0.23% +0.193 pp 0.00% +0.002 pp USD26.77 -6.0% 3 qtrs
39 GEODE CAPITAL MANAGEMENT, LLC 847.9K +175.2K (+26.0%) 21.35M +7.8M (+57.3%) 0.23% +0.047 pp 0.00% +0.001 pp USD25.87 -2.7% 3 qtrs
40 NORGES BANK 770.4K +770.4K (+100.0%) 19.39M +19.4M (+100.0%) 0.21% +0.208 pp 0.00% +0.002 pp USD25.17 +0.0% 1 qtrs NEW
41 DELTA GLOBAL MANAGEMENT LP 729.4K +692.3K (+1,868.5%) 18.36M +17.6M (+2,356.5%) 0.20% +0.187 pp 0.84% +0.781 pp USD24.92 +1.0% 2 qtrs
42 BAILLIE GIFFORD & CO 678.7K +— (+0.0%) 17.08M +3.4M (+24.8%) 0.18% +0.000 pp 0.01% +0.004 pp USD34.51 -27.1% 3 qtrs
43 GOLDMAN SACHS GROUP INC 647.3K +558.5K (+628.4%) 16.29M +14.5M (+809.0%) 0.17% +0.151 pp 0.00% +0.002 pp USD26.45 -4.8% 3 qtrs
44 ANTIPODES PARTNERS LTD 622.2K +616.8K (+11,417.3%) 15.66M +15.6M (+14,272.3%) 0.17% +0.166 pp 0.33% +0.326 pp USD25.24 -0.3% 3 qtrs
45 NANTAHALA CAPITAL MANAGEMENT, LLC 600.0K +600.0K (+100.0%) 15.10M +15.1M (+100.0%) 0.16% +0.162 pp 0.50% +0.499 pp USD25.17 +0.0% 1 qtrs NEW
46 RANGER INVESTMENT MANAGEMENT, L.P. 591.3K +591.3K (+100.0%) 14.88M +14.9M (+100.0%) 0.16% +0.160 pp 1.02% +1.021 pp USD25.17 +0.0% 1 qtrs NEW
47 SQUAREPOINT OPS LLC 569.0K +569.0K (+100.0%) 14.32M +14.3M (+100.0%) 0.15% +0.154 pp 0.02% +0.015 pp USD25.17 +0.0% 1 qtrs NEW
48 VANGUARD GROUP INC 562.5K -218.6K (-28.0%) 14.16M -1.6M (-10.1%) 0.15% -0.059 pp 0.00% +0.000 pp USD25.68 -2.0% 3 qtrs
49 COMPREHENSIVE FINANCIAL MANAGEMENT LLC 552.8K +— (+0.0%) 13.91M +2.8M (+24.8%) 0.15% +0.000 pp 0.42% +0.111 pp USD34.51 -27.1% 3 qtrs
50 FIRST TRUST CAPITAL MANAGEMENT L.P. 537.0K -119.8K (-18.2%) 13.52M +267.6K (+2.0%) 0.14% -0.032 pp 0.82% -0.036 pp USD34.50 -27.0% 3 qtrs
51 MORGAN STANLEY 532.9K +266.3K (+99.9%) 13.41M +8.0M (+149.5%) 0.14% +0.072 pp 0.00% +0.001 pp USD25.57 -1.6% 3 qtrs
52 CAPROCK GROUP, LLC 508.2K +426.4K (+521.5%) 12.79M +10.6M (+492.3%) 0.14% +0.115 pp 0.27% +0.217 pp USD24.37 +3.3% 2 qtrs
53 TENZING GLOBAL MANAGEMENT, LLC 450.0K +450.0K (+100.0%) 11.33M +11.3M (+100.0%) 0.12% +0.121 pp 6.78% +6.777 pp USD25.17 +0.0% 1 qtrs NEW
54 OSTERWEIS CAPITAL MANAGEMENT INC 422.4K +231.2K (+120.9%) 10.63M +6.8M (+175.7%) 0.11% +0.062 pp 0.45% +0.276 pp USD22.91 +9.9% 2 qtrs
55 BNP PARIBAS ARBITRAGE, SNC 416.5K +18.3K (+4.6%) 10.48M +2.5M (+30.5%) 0.11% +0.005 pp 0.00% +0.001 pp USD20.40 +23.4% 3 qtrs
56 TUDOR INVESTMENT CORP ET AL 377.5K +377.5K (+100.0%) 9.50M +9.5M (+100.0%) 0.10% +0.102 pp 0.02% +0.018 pp USD25.17 +0.0% 3 qtrs
57 G2 INVESTMENT PARTNERS MANAGEMENT LLC 370.8K +143.8K (+63.4%) 9.33M +4.8M (+103.8%) 0.10% +0.039 pp 2.22% +1.293 pp USD24.22 +3.9% 3 qtrs
58 MALTESE CAPITAL MANAGEMENT LLC 368.3K -54.5K (-12.9%) 9.27M +741.1K (+8.7%) 0.10% -0.015 pp 1.65% +0.353 pp USD33.85 -25.6% 3 qtrs
59 MUBADALA INVESTMENT CO PJSC 362.0K +— (+0.0%) 9.11M +1.8M (+24.8%) 0.10% +0.000 pp 0.05% +0.011 pp USD20.17 +24.8% 2 qtrs
60 PRICE T ROWE ASSOCIATES INC /MD/ 344.3K +137.0K (+66.1%) 8.67M +4.5M (+107.3%) 0.09% +0.037 pp 0.00% +0.001 pp USD30.79 -18.3% 3 qtrs
61 ALPINVEST PARTNERS B.V. 344.3K +344.3K (+100.0%) 8.67M +8.7M (+100.0%) 0.09% +0.093 pp 13.50% +13.501 pp USD25.17 +0.0% 1 qtrs NEW
62 EVERGREEN CAPITAL MANAGEMENT LLC 342.0K +342.0K (+100.0%) 8.61M +8.6M (+100.0%) 0.09% +0.092 pp 0.19% +0.192 pp USD25.17 +0.0% 1 qtrs NEW
63 CLEARBRIDGE INVESTMENTS, LLC 332.0K -362.7K (-52.2%) 8.36M -5.7M (-40.4%) 0.09% -0.098 pp 0.01% -0.004 pp USD34.51 -27.1% 3 qtrs
64 MARK ASSET MANAGEMENT LP 309.0K -55.1K (-15.1%) 7.78M +432.8K (+5.9%) 0.08% -0.015 pp 0.52% -0.014 pp USD29.29 -14.1% 3 qtrs
65 FRED ALGER MANAGEMENT, LLC 298.0K -86.1K (-22.4%) 7.50M -247.4K (-3.2%) 0.08% -0.023 pp 0.03% -0.001 pp USD20.17 +24.8% 2 qtrs
66 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 294.2K +2.0K (+0.7%) 7.40M +1.5M (+25.6%) 0.08% +0.001 pp 0.00% +0.000 pp USD20.20 +24.6% 2 qtrs
67 KIM, LLC 289.0K +289.0K (+100.0%) 7.27M +7.3M (+100.0%) 0.08% +0.078 pp 0.59% +0.589 pp USD25.17 +0.0% 1 qtrs NEW
68 PICTET ASSET MANAGEMENT HOLDING SA 250.7K +48.9K (+24.2%) 6.31M +2.2M (+55.0%) 0.07% +0.013 pp 0.01% +0.002 pp USD32.12 -21.6% 3 qtrs
69 MERIDIEM CAPITAL PARTNERS LP 243.4K +243.4K (+100.0%) 6.13M +6.1M (+100.0%) 0.07% +0.066 pp 0.37% +0.370 pp USD25.17 +0.0% 1 qtrs NEW
70 BALYASNY ASSET MANAGEMENT L.P. 239.2K +239.2K (+100.0%) 6.02M +6.0M (+100.0%) 0.06% +0.065 pp 0.01% +0.008 pp USD25.17 +0.0% 3 qtrs
71 PRINCIPAL FINANCIAL GROUP INC 231.8K +231.8K (+100.0%) 5.84M +5.8M (+100.0%) 0.06% +0.063 pp 0.00% +0.003 pp USD25.17 +0.0% 3 qtrs
72 STATE STREET CORP 225.4K +66.3K (+41.7%) 5.67M +2.5M (+76.8%) 0.06% +0.018 pp 0.00% +0.000 pp USD21.64 +16.3% 2 qtrs
73 GHISALLO CAPITAL MANAGEMENT LLC 225.0K +— (+0.0%) 5.66M +1.1M (+24.8%) 0.06% +0.000 pp 0.25% +0.104 pp USD34.51 -27.1% 3 qtrs
74 TREXQUANT INVESTMENT LP 213.4K +213.4K (+100.0%) 5.37M +5.4M (+100.0%) 0.06% +0.058 pp 0.05% +0.048 pp USD25.17 +0.0% 1 qtrs NEW
75 WHITTIER TRUST CO OF NEVADA INC 192.9K +— (+0.0%) 5.21M +1.2M (+29.4%) 0.05% +0.000 pp 0.11% +0.022 pp USD20.17 +24.8% 2 qtrs
76 TWO SIGMA INVESTMENTS, LP 193.4K -89.9K (-31.7%) 4.87M -847.1K (-14.8%) 0.05% -0.024 pp 0.01% -0.002 pp USD20.17 +24.8% 2 qtrs
77 QUADRATURE CAPITAL LTD 184.7K +93.3K (+101.9%) 4.65M +2.8M (+151.9%) 0.05% +0.025 pp 0.05% +0.026 pp USD22.69 +10.9% 2 qtrs
78 LONGAEVA PARTNERS L.P. 177.0K +177.0K (+100.0%) 4.45M +4.5M (+100.0%) 0.05% +0.048 pp 0.37% +0.374 pp USD25.17 +0.0% 3 qtrs
79 PARALLEL ADVISORS, LLC 172.5K +169.3K (+5,239.9%) 4.34M +4.3M (+6,563.7%) 0.05% +0.046 pp 0.08% +0.078 pp USD25.08 +0.4% 2 qtrs
80 COLONY GROUP, LLC 168.9K +168.9K (+100.0%) 4.25M +4.3M (+100.0%) 0.05% +0.046 pp 0.00% +0.005 pp USD25.17 +0.0% 1 qtrs NEW
81 FREESTONE CAPITAL HOLDINGS, LLC 156.7K +156.7K (+100.0%) 3.94M +3.9M (+100.0%) 0.04% +0.042 pp 0.12% +0.117 pp USD25.17 +0.0% 1 qtrs NEW
82 SEVEN GRAND MANAGERS, LLC 150.0K +— (+0.0%) 3.78M +750.0K (+24.8%) 0.04% +0.000 pp 0.29% +0.042 pp USD29.73 -15.3% 3 qtrs
83 BANK OF AMERICA CORP /DE/ 148.6K +147.1K (+9,882.4%) 3.74M +3.7M (+12,356.6%) 0.04% +0.040 pp 0.00% +0.000 pp USD25.26 -0.4% 3 qtrs
84 BANK OF NEW YORK MELLON CORP 146.3K +146.3K (+100.0%) 3.68M +3.7M (+100.0%) 0.04% +0.039 pp 0.00% +0.001 pp USD25.17 +0.0% 1 qtrs NEW
85 COUNTERPOINT MUTUAL FUNDS LLC 145.4K +145.4K (+100.0%) 3.66M +3.7M (+100.0%) 0.04% +0.039 pp 0.27% +0.271 pp USD25.17 +0.0% 1 qtrs NEW
86 CITIGROUP INC 143.6K +143.6K (+7,178,500.0%) 3.61M +3.6M (+9,034,167.5%) 0.04% +0.039 pp 0.00% +0.002 pp USD25.17 +0.0% 3 qtrs
87 QUANTINNO CAPITAL MANAGEMENT LP 135.0K +135.0K (+100.0%) 3.40M +3.4M (+100.0%) 0.04% +0.036 pp 0.01% +0.007 pp USD25.17 +0.0% 1 qtrs NEW
88 HAMILTON LANE ADVISORS LLC 129.1K +129.1K (+100.0%) 3.25M +3.2M (+100.0%) 0.03% +0.035 pp 1.79% +1.790 pp USD25.17 +0.0% 1 qtrs NEW
89 WALLEYE CAPITAL LLC 127.9K -97.3K (-43.2%) 3.22M -1.3M (-29.1%) 0.03% -0.026 pp 0.01% -0.007 pp USD24.58 +2.4% 3 qtrs
90 FMR LLC 116.7K -53.0K (-31.2%) 2.94M -485.8K (-14.2%) 0.03% -0.014 pp 0.00% +0.000 pp USD28.42 -11.4% 3 qtrs
91 U.S. CAPITAL WEALTH ADVISORS, LLC 116.6K +35.1K (+43.1%) 2.93M +1.3M (+78.6%) 0.03% +0.010 pp 0.08% +0.032 pp USD22.44 +12.2% 3 qtrs
92 STEPSTONE GROUP LP 150.0K +— (+0.0%) 1.86M -1.2M (-38.4%) 0.04% +0.000 pp 1.00% -0.425 pp USD20.17 +24.8% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 86 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Fidelity Disruptive Finance ETF FDFF 3.10% 1.28M 0.50%
2 Fidelity Crypto Industry and Digital Payments ETF FDIG 1.84% 4.85M 0.39%
3 American Century Small Cap Growth Insights ETF ACSG 0.38% 97.2K 0.49%
4 VanEck Gaming ETF GENZ 0.28% 49.1K 0.51%
5 iShares Digitalisation UCITS ETF DGTL.L 0.27% 2.01M 0.40%
6 AAM Transformers ETF TRFM 0.24% 254.6K 0.49%
7 iShares U.S. Small-Cap Equity Factor ETF SMLF 0.17% 6.89M 0.15%
8 JPMorgan BetaBuilders U.S. Small Cap Equity ETF BBSC 0.16% 1.12M 0.09%
9 Vanguard Small-Cap Growth ETF VBK 0.14% 65.37M 0.05%
10 iShares Morningstar Small-Cap Growth ETF ISCG 0.13% 1.29M 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.47
Bearish
Ratio by volume
0.40
Bearish
Buys
8
Sells
17
Shares acquired
111.4K
Shares disposed
281.6K
Cash buys
Cash sales
5.00
Net activity
-170,233
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
2026-03-12 Troughton Mark T Officer A-Award A Class A Common Stock 206,379 0.00 2,886,106 D
2026-03-12 Newcomb Matthew S Officer A-Award A Class A Common Stock 140,713 0.00 514,310 D
2026-03-12 King Ryan A Director / Officer A-Award A Employee Stock Option (Right to buy) 450,282 21.62 9.74M 450,282 D
2026-03-12 FRANKEL ADAM B Officer A-Award A Class A Common Stock 112,571 0.00 322,233 D
2026-03-12 Britt Christopher R Director / Officer A-Award A Employee Stock Option (Right to buy) 900,563 21.62 19.47M 900,563 D
2026-03-12 Asmerom Amine Officer A-Award A Class A Common Stock 37,524 0.00 248,737 D
2026-03-02 Marshall Cynthia Director S-Sale D Class A Common Stock 35,000 22.28 779.7K 37,795 D
2026-02-18 Newcomb Matthew S Officer G-Gift D Class A Common Stock 22,523 0.00 373,597 D
2026-02-18 King Ryan A Director / Officer G-Gift A Class A Common Stock 7,147 0.00 29,622 I
2026-02-18 Britt Christopher R Director / Officer G-Gift A Class A Common Stock 14,047 0.00 52,785 I
2026-02-17 Troughton Mark T Officer F-InKind D Class A Common Stock 20,037 19.69 394.5K 2,679,727 D
2026-02-17 Newcomb Matthew S Officer F-InKind D Class A Common Stock 23,993 19.69 472.4K 396,120 D
2026-02-17 King Ryan A Director / Officer F-InKind D Class A Common Stock 4,519 19.69 89.0K 147,148 D
2026-02-17 FRANKEL ADAM B Officer F-InKind D Class A Common Stock 9,187 19.69 180.9K 209,662 D
2026-02-17 Britt Christopher R Director / Officer F-InKind D Class A Common Stock 9,494 19.69 186.9K 296,548 D
2026-02-17 Asmerom Amine Officer F-InKind D Class A Common Stock 10,957 19.69 215.7K 211,213 D
2026-01-15 Feuille James Director A-Award A Class A Common Stock 4,934 0.00 12,562 D
2026-01-15 Dunne James J. III Director A-Award A Class A Common Stock 2,902 0.00 74,197 D
2026-01-09 Newcomb Matthew S Officer S-Sale D Class A Common Stock 10,000 28.01 280.1K 2,240,798 I
2026-01-09 FRANKEL ADAM B Officer S-Sale D Class A Common Stock 500 28.00 14.0K 218,849 D
2026-01-09 Britt Christopher R Director / Officer S-Sale D Class A Common Stock 50,000 28.06 1.40M 0 I
2026-01-08 FRANKEL ADAM B Officer M-Exempt D Employee Stock Option (Right to buy) 9,349 16.56 154.8K 274,067 D
2025-12-16 Feuille James Director S-Sale D Class A Common Stock 7,229 24.82 179.4K 7,037,707 I
2025-12-15 Troughton Mark T Officer F-InKind D Class A Common Stock 9,522 26.19 249.4K 2,699,764 D
2025-12-11 Feuille James Director S-Sale D Class A Common Stock 108,435 26.77 2.90M 7,112,669 I
2025-12-11 FRANKEL ADAM B Officer M-Exempt D Employee Stock Option (Right to buy) 500 16.56 8.3K 360,500 D
2025-12-10 FRANKEL ADAM B Officer M-Exempt D Employee Stock Option (Right to buy) 500 16.56 8.3K 361,500 D
2025-12-08 Troughton Mark T Officer A-Award A Class A Common Stock 80,000 0.00 2,709,286 D
2025-12-08 FRANKEL ADAM B Officer S-Sale D Class A Common Stock 6,760 23.84 161.2K 244,416 D
2025-11-28 Asmerom Amine Officer S-Sale D Class A Common Stock 34,589 20.31 702.6K 222,170 D
2025-11-26 Asmerom Amine Officer S-Sale D Class A Common Stock 50,000 20.05 1.00M 256,759 D
2025-11-21 Newcomb Matthew S Officer G-Gift A Class A Common Stock 102,926 0.00 2,250,798 I
2025-11-21 King Ryan A Director / Officer G-Gift A Common Stock 22,475 0.00 22,475 I
2025-11-21 Britt Christopher R Director / Officer G-Gift A Class A Common Stock 38,738 0.00 38,738 I
2025-11-20 Troughton Mark T Officer F-InKind D Class A Common Stock 7,407 18.43 136.5K 2,629,286 D
2025-11-20 Newcomb Matthew S Officer F-InKind D Class A Common Stock 13,888 18.43 256.0K 523,039 D
2025-11-20 King Ryan A Director / Officer F-InKind D Class A Common Stock 4,175 18.43 76.9K 174,142 D
2025-11-20 FRANKEL ADAM B Officer F-InKind D Class A Common Stock 10,103 18.43 186.2K 251,176 D
2025-11-20 Britt Christopher R Director / Officer F-InKind D Class A Common Stock 12,678 18.43 233.7K 344,780 D
2025-11-20 Asmerom Amine Officer F-InKind D Class A Common Stock 10,577 18.43 194.9K 306,759 D
2025-10-09 Asmerom Amine Officer A-Award A Class A Common Stock 93,000 0.00 317,336 D
2025-06-13 DST Global Advisors Ltd 10% Owner C-Conversion A Common Stock 2,493,293 0.00 2,493,293 I
2025-06-11 DST Global Advisors Ltd 10% Owner Series D Preferred Stock 1,913,980 0.00 0 I

Executive team

Top executives
EBIT / Employee
-688.8K
Shares Outstanding
384.10M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Christopher Britt Co-Founder, Chairman, and Chief Executive Officer 500.0K 1.5K 97.77M 664.2K 98.94M 98.82%
2 2025 Ryan King Co-Founder and Director 475.0K 1.5K 57.56M 178.7K 58.21M 98.87%
3 2025 Mark Troughton President 497.4K 1.5K 10.23M 11.58M 240.0K 273.9K 22.82M 95.56%
4 2025 Matthew Newcomb Chief Financial Officer 495.8K 1.5K 8.31M 9.32M 350.0K 10.7K 18.49M 95.36%
5 2025 Adam Frankel General Counsel and Corporate Secretary 447.9K 300.00 2.25M 2.45M 275.0K 8.0K 5.43M 86.52%
6 2024 Christopher Britt Co-Founder, Chairman, and Chief Executive Officer 500.0K 1.5K 14.96M 378.6K 15.84M 94.44%
7 2024 Ryan King Co-Founder and Director 475.0K 1.5K 14.96M 9.0K 15.44M 96.86%
8 2024 Adam Frankel General Counsel and Corporate Secretary 425.0K 1.25M 1.45M 300.0K 44.8K 3.48M 77.85%
9 2024 Mark Troughton President 450.0K 1.0K 320.0K 156.1K 927.1K 0.00%
10 2024 Matthew Newcomb Chief Financial Officer 446.8K 1.5K 320.0K 10.7K 778.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-17 DEFA14A
2026-04-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-17 DEFA14A
2026-04-17 DEF 14A
2026-04-17 ARS
2026-03-16 4
2026-03-16 4
2026-03-16 4
2026-03-16 4
2026-03-16 4
2026-03-16 4

Executive team

NameTitleCompensationGender
Christopher R. Britt Co-Founder, Chief Executive Officer & Chairperson 1M male
Mark T. Troughton President 1M male
Janelle Sallenave Chief Operating Officer 927.1K female
Matthew S. Newcomb Chief Financial Officer 858.0K male
Adam Bynoe Frankel General Counsel & Corporate Secretary 731.2K male
Ryan A. King Co-Founder & Director 655.2K male
Jeff Currier Chief Technology Officer male
David Pearce Vice President of Investor Relations & Capital Markets male
Jennifer Kuperman Chief Corporate Affairs Officer female
Sarah Wagener Chief People Officer female
Vineet Mehra Chief Growth Officer male
Xiongwen Rui Chief Risk Officer male
ESG Rating
B+
BANKS - REGIONAL
2026
E (Environmental)
70.1 / 64.3
Company / Sector avg.
S (Social)
69.0 / 76.5
Company / Sector avg.
G (Governance)
66.5 / 75.5
Company / Sector avg.
ESG Total
68.5 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
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