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The Vita Coco Company, Inc. (COCO)

USD74.95 +0.32 (+0.42%)
US NASDAQ Consumer Defensive Beverages - Non-Alcoholic
Address 250 Park Avenue South 10003
New York City, NY, US
CEO Martin F. Roper
IPO 2021-10-21
CIK 1482981 ISIN US92846Q1076

Explore sections of this company profile

Description

The Vita Coco Company, Inc. is a global beverage enterprise, founded in New York in 2004, primarily engaged in the development, marketing, and distribution of its flagship Vita Coco-branded coconut water. Its extensive market presence spans the United States, Canada, Europe, the Middle East, and the Asia Pacific region. Beyond its core product, the company's diverse portfolio encompasses coconut oil and milk, Hydration Drink Mix (a powdered flavored coconut water), sparkling water, the plant-based energy drink Runa, purified water under the Ever & Ever label, and PWR LIFT, a protein-enhanced fitness beverage. The firm leverages a broad distribution network, reaching consumers through club stores, grocery chains, pharmacies, mass merchandisers, convenience stores, online channels, and foodservice providers. Furthermore, Vita Coco acts as a wholesale supplier of coconut water and coconut oil categories to other retailers. Originally known as All Market Inc., the company officially adopted The Vita Coco Company, Inc. as its name in September 2021.

News Sentiment (7d)
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
USD74.95 +0.32 (+0.42%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.74
Float Shares
48.84M
Free Float %
85.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.20% +4.79% +42.08% +26.66% +67.96% +36.69% +121.52% +196.85% +435.95% +435.95% +435.95%
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 (14 ratings, all time) Buy
Price Targets & DCF
Current price
74.95
Low 58.00 -22.6%
Consensus 67.86 -9.5%
Median 70.00 -6.6%
High 78.00 +4.1%
DCF (Unlevered) 67.22 -10.3%
DCF (Levered) 86.84 +15.9%

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) 73% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 7 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 4
71.00
-5.3%
Last Quarter 7
67.00
-10.6%
Last Year 15
60.67
-19.1%
All Time 19
54.84
-26.8%
Quality scores
Altman Z-Score
21.56
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Beverages - Non-Alcoholic: +4.6%
    +18.2% Q1'26: +37.3% (vs Q1'25)
  • EPS growth Beverages - Non-Alcoholic: +9.3%
    +26.6% Q1'26: +61.3% (vs Q1'25)
  • FCF margin FCF growth · Beverages - Non-Alcoholic: +17.3%
    +4.3% Q1'26: +8.4% (vs Q1'25)
  • EBIT margin Beverages - Non-Alcoholic: +13.6%
    +13.6% Q1'26: +18.7% (vs Q1'25)
  • ROIC Beverages - Non-Alcoholic: +11.1%
    +42.9% Q1'26: +67.0% (vs Q1'25)
  • Share dilution Beverages - Non-Alcoholic: +0.1%
    +1.2% Q1'26: +0.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Beverages - Non-Alcoholic: -0.18×
    0.16× Q1'26: 0.09× (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 (0.71) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 67.22 Current price: 74.95
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 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
5 EPS Ana.
Dec 2027
7 Rev. Ana.
5 EPS Ana.
Dec 2028
3 Rev. Ana.
3 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
379.51M
est: 371.25M (+2.2%)
427.79M
est: 426.66M (+0.3%)
493.61M
est: 500.02M (-1.3%)
516.01M
est: 510.07M (+1.2%)
609.78M
est: 601.62M (+1.4%)
735.29M
721.84M – 750.15M
+22.2% YoY
823.32M
802.01M – 844.09M
+12.0% YoY
910.77M
900.77M – 920.77M
+10.6% YoY
936.00M
917.04M – 963.73M
+2.8% YoY
1.03B
1.01B – 1.06B
+9.6% YoY
EBITDA
26.66M
est: 34.25M (-22.2%)
12.29M
est: 39.36M (-68.8%)
58.61M
est: 123.12M (-52.4%)
71.53M
est: 125.59M (-43.0%)
83.74M
est: 148.14M (-43.5%)
181.05M
177.74M – 184.71M
+22.2% YoY
202.73M
197.48M – 207.84M
+12.0% YoY
224.26M
221.80M – 226.72M
+10.6% YoY
230.47M
225.80M – 237.30M
+2.8% YoY
252.63M
247.51M – 260.11M
+9.6% YoY
EBIT
24.59M
est: 32.80M (-25.0%)
10.39M
est: 37.69M (-72.4%)
57.95M
est: 124.33M (-53.4%)
70.79M
est: 126.83M (-44.2%)
82.67M
est: 149.59M (-44.7%)
182.83M
179.49M – 186.53M
+22.2% YoY
204.72M
199.42M – 209.88M
+12.0% YoY
226.46M
223.98M – 228.95M
+10.6% YoY
232.74M
228.02M – 239.63M
+2.8% YoY
255.12M
249.95M – 262.67M
+9.6% YoY
Net Income
19.02M
est: 22.35M (-14.9%)
7.81M
est: 13.93M (-43.9%)
46.63M
est: 58.85M (-20.8%)
55.95M
est: 60.11M (-6.9%)
71.32M
est: 73.45M (-2.9%)
103.35M
99.77M – 109.81M
+40.7% YoY
116.51M
110.57M – 127.36M
+12.7% YoY
130.15M
127.27M – 133.03M
+11.7% YoY
137.33M
133.71M – 142.61M
+5.5% YoY
151.72M
147.72M – 157.56M
+10.5% YoY
SGA
86.86M
est: 86.75M (+0.1%)
91.21M
est: 99.70M (-8.5%)
123.16M
est: 116.09M (+6.1%)
124.96M
est: 118.42M (+5.5%)
138.45M
est: 139.67M (-0.9%)
170.71M
167.58M – 174.16M
+22.2% YoY
191.15M
186.20M – 195.97M
+12.0% YoY
211.45M
209.13M – 213.77M
+10.6% YoY
217.31M
212.90M – 223.74M
+2.8% YoY
238.20M
233.38M – 245.26M
+9.6% YoY
EPS
0.34
est: 0.38 (-9.8%)
0.14
est: 0.23 (-40.4%)
0.83
est: 0.98 (-14.9%)
0.99
est: 0.99 (+0.3%)
1.25
est: 1.22 (+2.5%)
1.73
1.66 – 1.83
+42.0% YoY
1.95
1.84 – 2.12
+12.5% YoY
2.18
2.12 – 2.22
+11.8% YoY
2.29
2.23 – 2.38
+5.0% YoY
2.53
2.46 – 2.63
+10.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-08 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-07 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-06 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-05 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-04 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-05-01 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-04-30 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-04-29 A- 4/5 4/5 5/5 5/5 3/5 2/5 1/5
2026-04-28 A- 4/5 5/5 5/5 5/5 3/5 1/5 1/5
2026-04-27 A- 4/5 5/5 5/5 5/5 3/5 1/5 1/5
2026-04-24 A- 4/5 5/5 5/5 5/5 3/5 1/5 1/5
2026-04-23 B+ 3/5 5/5 5/5 5/5 2/5 1/5 1/5
2026-04-22 B+ 3/5 5/5 5/5 5/5 2/5 1/5 1/5
2026-04-21 B+ 3/5 5/5 5/5 5/5 2/5 1/5 1/5
2026-04-20 B+ 3/5 5/5 5/5 5/5 2/5 1/5 1/5
2026-04-17 B+ 3/5 5/5 5/5 5/5 2/5 1/5 1/5
2026-04-16 B+ 3/5 5/5 5/5 5/5 2/5 1/5 1/5
2026-04-15 B+ 3/5 5/5 5/5 5/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
66.18M
OE per share TTM
1.11
Owner's Yield
1.60%
Maintenance CapEx ratio
0.65%
Maint CapEx / Avg PPE
1.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
52
Total invested
242.89M
Insider transactions (90d)
8
Beneficial owners (>5%)
7
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Beverages SA 20.60M 38.87% 20.60M 20.60M CO Belgium 2022-02-11
2 Michael Kirban 3.39M 6.10% 3.39M 3.39M IN 2022-02-11
3 RW VC S.a.r.l. 3.38M 6.08% 3.38M 3.38M 3.38M OO Luxembourg 2022-02-14
4 Reignwood Europe Holdings S.a.r.l. 3.38M 6.08% 3.38M 3.38M 3.38M OO Luxembourg 2022-02-14
5 Yi-Chun Lai 3.38M 6.08% 3.38M 3.38M IN Taiwan 2022-02-14
6 Zuzanna Zielinska-Rousseau 3.38M 6.08% 3.38M 3.38M IN Republic of Poland 2022-02-14
7 (1) BlackRock, Inc. 3.15M 5.50% 3.10M 3.10M HC Delaware 2024-11-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
52
-214 vs prev Q
New positions
11
Closed positions
217
Increased
30
Reduced
11
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 MACQUARIE MANAGEMENT HOLDINGS, INC. 68.7K +68.7K (+100.0%) 3.64B +3.6B (+100.0%) 0.12% +0.121 pp 0.01% +0.006 pp USD53.01 +0.0% 1 qtrs NEW
2 FMR LLC 5.15M +1.5M (+42.4%) 273.12M +119.5M (+77.8%) 9.06% +2.694 pp 0.01% +0.006 pp USD39.12 +35.5% 17 qtrs
3 BLACKROCK, INC. 3.68M +237.8K (+6.9%) 194.92M +48.9M (+33.4%) 6.45% +0.394 pp 0.00% +0.001 pp USD31.28 +69.5% 6 qtrs
4 VANGUARD GROUP INC 3.15M +237.5K (+8.2%) 166.96M +43.3M (+35.0%) 5.52% +0.397 pp 0.00% +0.001 pp USD22.36 +137.1% 17 qtrs
5 WELLINGTON MANAGEMENT GROUP LLP 2.43M +440.0K (+22.1%) 128.94M +44.3M (+52.4%) 4.28% +0.771 pp 0.02% +0.008 pp USD41.98 +26.3% 6 qtrs
6 WASATCH ADVISORS LP 2.04M -691.3K (-25.3%) 108.04M -7.9M (-6.8%) 3.58% -1.221 pp 0.64% +0.018 pp USD29.59 +79.1% 10 qtrs
7 AMERIPRISE FINANCIAL INC 1.73M +444.2K (+34.6%) 91.52M +37.1M (+68.1%) 3.04% +0.779 pp 0.02% +0.008 pp USD39.64 +33.7% 12 qtrs
8 ARTISAN PARTNERS LIMITED PARTNERSHIP 1.47M -601.1K (-29.0%) 78.04M -10.0M (-11.4%) 2.58% -1.068 pp 0.12% -0.008 pp USD30.79 +72.2% 7 qtrs
9 FULLER & THALER ASSET MANAGEMENT, INC. 1.38M +1.4M (+100.0%) 73.24M +73.2M (+100.0%) 2.42% +2.423 pp 0.25% +0.247 pp USD53.01 +0.0% 1 qtrs NEW
10 D. E. SHAW & CO., INC. 1.31M -92.1K (-6.6%) 69.43M +9.9M (+16.6%) 2.30% -0.165 pp 0.04% +0.005 pp USD27.62 +91.9% 14 qtrs
11 LOOMIS SAYLES & CO L P 1.16M -54.3K (-4.5%) 61.61M +9.9M (+19.2%) 2.04% -0.098 pp 0.07% +0.013 pp USD28.26 +87.6% 11 qtrs
12 PRICE T ROWE ASSOCIATES INC /MD/ 1.15M +686.5K (+148.6%) 60.88M +41.3M (+210.3%) 2.01% +1.201 pp 0.01% +0.005 pp USD48.44 +9.4% 8 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 1.15M +72.4K (+6.7%) 60.76M +15.2M (+33.2%) 2.01% +0.120 pp 0.00% +0.001 pp USD23.18 +128.7% 17 qtrs
14 WESTFIELD CAPITAL MANAGEMENT CO LP 1.07M +10.8K (+1.0%) 56.91M +11.8M (+26.1%) 1.89% +0.017 pp 0.24% +0.048 pp USD42.58 +24.5% 2 qtrs
15 STATE STREET CORP 1.05M +102.5K (+10.8%) 55.54M +15.4M (+38.4%) 1.84% +0.173 pp 0.00% +0.001 pp USD24.02 +120.7% 17 qtrs
16 DRIEHAUS CAPITAL MANAGEMENT LLC 1.01M +387.7K (+61.9%) 53.76M +27.2M (+102.1%) 1.78% +0.676 pp 0.37% +0.175 pp USD39.86 +33.0% 17 qtrs
17 DIMENSIONAL FUND ADVISORS LP 1.01M +25.1K (+2.5%) 53.62M +11.7M (+28.0%) 1.78% +0.043 pp 0.01% +0.002 pp USD27.99 +89.4% 13 qtrs
18 MILLENNIUM MANAGEMENT LLC 646.1K -579.7K (-47.3%) 34.25M -17.8M (-34.2%) 1.13% -1.025 pp 0.01% -0.008 pp USD40.06 +32.3% 13 qtrs
19 MORGAN STANLEY 585.4K +23.3K (+4.1%) 31.03M +7.2M (+30.0%) 1.03% +0.037 pp 0.00% +0.000 pp USD35.70 +48.5% 17 qtrs
20 WOODSON CAPITAL MANAGEMENT, LP 560.0K -320.0K (-36.4%) 29.69M -7.7M (-20.6%) 0.99% -0.564 pp 4.11% -2.604 pp USD29.69 +78.5% 6 qtrs
21 GW&K INVESTMENT MANAGEMENT, LLC 548.7K -128.8K (-19.0%) 29.09M +315.0K (+1.1%) 0.97% -0.228 pp 0.25% -0.003 pp USD26.82 +97.7% 9 qtrs
22 GOLDMAN SACHS GROUP INC 547.9K +310.4K (+130.7%) 29.04M +19.0M (+188.0%) 0.96% +0.543 pp 0.00% +0.002 pp USD44.16 +20.0% 14 qtrs
23 MARSHALL WACE, LLP 539.9K -14.4K (-2.6%) 28.62M +5.1M (+21.6%) 0.95% -0.029 pp 0.03% +0.002 pp USD39.41 +34.5% 3 qtrs
24 TWO SIGMA INVESTMENTS, LP 435.9K +5.5K (+1.3%) 23.11M +4.8M (+26.4%) 0.76% +0.007 pp 0.03% +0.005 pp USD33.69 +57.3% 11 qtrs
25 NORTHERN TRUST CORP 431.0K -3.6K (-0.8%) 22.84M +4.4M (+23.8%) 0.76% -0.007 pp 0.00% +0.001 pp USD20.18 +162.7% 17 qtrs
26 ABRDN PLC 425.6K -29.3K (-6.4%) 22.56M +3.2M (+16.8%) 0.75% -0.052 pp 0.03% +0.004 pp USD26.16 +102.6% 9 qtrs
27 NEW YORK STATE COMMON RETIREMENT FUND 406.1K -104.9K (-20.5%) 21.53M -176.1K (-0.8%) 0.71% -0.185 pp 0.03% +0.001 pp USD30.46 +74.0% 16 qtrs
28 STANSBERRY ASSET MANAGEMENT, LLC 399.4K -46.0K (-10.3%) 21.17M +2.3M (+11.9%) 0.70% -0.084 pp 2.14% +0.166 pp USD22.14 +139.4% 15 qtrs
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 376.5K +7.9K (+2.1%) 19.96M +4.3M (+27.5%) 0.66% +0.013 pp 0.00% +0.001 pp USD21.47 +146.9% 17 qtrs
30 JACOBS LEVY EQUITY MANAGEMENT, INC 373.5K -28.0K (-7.0%) 19.80M +2.7M (+16.1%) 0.66% -0.050 pp 0.08% +0.009 pp USD40.36 +31.3% 3 qtrs
31 POINT72 ASSET MANAGEMENT, L.P. 358.2K -312.2K (-46.6%) 18.99M -9.5M (-33.3%) 0.63% -0.550 pp 0.02% -0.026 pp USD42.47 +24.8% 4 qtrs
32 NUVEEN, LLC 340.5K +250.4K (+277.8%) 18.05M +14.2M (+371.6%) 0.60% +0.439 pp 0.00% +0.004 pp USD47.20 +12.3% 4 qtrs
33 ALGERT GLOBAL LLC 334.9K +233.1K (+228.9%) 17.75M +13.4M (+310.5%) 0.59% +0.408 pp 0.28% +0.204 pp USD48.83 +8.6% 4 qtrs
34 UBS GROUP AG 311.6K -172.3K (-35.6%) 16.52M -4.0M (-19.6%) 0.55% -0.306 pp 0.00% -0.001 pp USD38.77 +36.7% 17 qtrs
35 FRANKLIN RESOURCES INC 307.3K -9.4K (-3.0%) 16.29M +2.8M (+21.1%) 0.54% -0.017 pp 0.00% +0.001 pp USD28.82 +83.9% 11 qtrs
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 292.7K +189.6K (+183.9%) 15.52M +11.1M (+254.3%) 0.51% +0.332 pp 0.00% +0.001 pp USD45.56 +16.4% 17 qtrs
37 BANK OF AMERICA CORP /DE/ 272.8K +97.4K (+55.6%) 14.46M +7.0M (+94.2%) 0.48% +0.170 pp 0.00% +0.001 pp USD43.25 +22.6% 17 qtrs
38 FIRST TRUST ADVISORS LP 257.1K +81.0K (+46.0%) 13.63M +6.1M (+82.2%) 0.45% +0.142 pp 0.01% +0.004 pp USD39.08 +35.6% 11 qtrs
39 PICTET ASSET MANAGEMENT HOLDING SA 254.4K -501.6K (-66.3%) 13.49M -18.6M (-58.0%) 0.45% -0.884 pp 0.01% -0.018 pp USD32.56 +62.8% 4 qtrs
40 M&G PLC 253.0K +253.0K (+100.0%) 13.41M +13.4M (+100.0%) 0.45% +0.445 pp 0.07% +0.069 pp USD53.01 +0.0% 1 qtrs NEW
41 CITIGROUP INC 248.8K +209.2K (+527.6%) 13.19M +11.5M (+683.4%) 0.44% +0.368 pp 0.01% +0.005 pp USD50.45 +5.1% 17 qtrs
42 SUMMIT CREEK ADVISORS LLC 247.9K -53.6K (-17.8%) 13.14M +336.3K (+2.6%) 0.44% -0.095 pp 2.07% +0.201 pp USD26.47 +100.3% 8 qtrs
43 WOODLINE PARTNERS LP 239.2K -463.9K (-66.0%) 12.68M -17.2M (-57.5%) 0.42% -0.818 pp 0.05% -0.091 pp USD37.76 +40.4% 3 qtrs
44 OBERWEIS ASSET MANAGEMENT INC/ 233.4K +5.1K (+2.2%) 12.37M +2.7M (+27.6%) 0.41% +0.009 pp 0.45% +0.081 pp USD28.96 +83.0% 9 qtrs
45 JANE STREET GROUP, LLC 228.3K +228.3K (+100.0%) 12.10M +12.1M (+100.0%) 0.40% +0.400 pp 0.00% +0.002 pp USD53.01 +0.0% 14 qtrs
46 JW ASSET MANAGEMENT, LLC 218.6K +— (+0.0%) 11.59M +2.3M (+24.8%) 0.38% 0.000 pp 3.77% -0.683 pp USD26.04 +103.6% 10 qtrs
47 RUSSELL INVESTMENTS GROUP, LTD. 215.7K +18.7K (+9.5%) 11.43M +3.1M (+36.7%) 0.38% +0.033 pp 0.01% +0.003 pp USD31.22 +69.8% 12 qtrs
48 LORD, ABBETT & CO. LLC 214.6K -279.3K (-56.6%) 11.37M -9.6M (-45.8%) 0.38% -0.492 pp 0.03% -0.028 pp USD32.22 +64.5% 16 qtrs
49 RAYMOND JAMES FINANCIAL INC 213.3K -98.0K (-31.5%) 11.31M -1.9M (-14.5%) 0.38% -0.173 pp 0.00% -0.001 pp USD36.52 +45.2% 5 qtrs
50 BALYASNY ASSET MANAGEMENT L.P. 213.2K -38.6K (-15.3%) 11.30M +607.6K (+5.7%) 0.38% -0.068 pp 0.01% +0.001 pp USD32.25 +64.4% 5 qtrs
51 THRIVENT FINANCIAL FOR LUTHERANS 207.1K -20.1K (-8.8%) 10.98M +1.3M (+13.8%) 0.36% -0.036 pp 0.02% +0.001 pp USD34.32 +54.5% 5 qtrs
52 GILDER GAGNON HOWE & CO LLC 189.0K -2.6K (-1.4%) 10.02M +1.9M (+23.1%) 0.33% -0.006 pp 0.11% +0.023 pp USD25.03 +111.8% 12 qtrs
53 TWO SIGMA ADVISERS, LP 182.0K -63.6K (-25.9%) 9.65M -782.8K (-7.5%) 0.32% -0.113 pp 0.02% -0.002 pp USD27.02 +96.2% 11 qtrs
54 PRINCIPAL FINANCIAL GROUP INC 164.9K +118.0K (+251.8%) 8.74M +6.8M (+339.2%) 0.29% +0.208 pp 0.00% +0.004 pp USD46.25 +14.6% 12 qtrs
55 JPMORGAN CHASE & CO 160.3K -5.8K (-3.5%) 8.50M +1.4M (+20.5%) 0.28% -0.011 pp 0.00% +0.000 pp USD25.89 +104.8% 17 qtrs
56 SEGALL BRYANT & HAMILL, LLC 154.9K -93.1K (-37.5%) 8.21M -2.3M (-22.0%) 0.27% -0.164 pp 0.11% -0.029 pp USD36.91 +43.6% 5 qtrs
57 BANK OF NEW YORK MELLON CORP 145.7K +323.0 (+0.2%) 7.72M +1.5M (+25.1%) 0.26% +0.000 pp 0.00% +0.000 pp USD19.67 +169.5% 17 qtrs
58 RANGER INVESTMENT MANAGEMENT, L.P. 142.7K -10.5K (-6.8%) 7.57M +1.1M (+16.3%) 0.25% -0.019 pp 0.52% +0.065 pp USD29.20 +81.5% 7 qtrs
59 PIER CAPITAL, LLC 138.0K +138.0K (+100.0%) 7.32M +7.3M (+100.0%) 0.24% +0.243 pp 1.17% +1.168 pp USD53.01 +0.0% 1 qtrs NEW
60 KING LUTHER CAPITAL MANAGEMENT CORP 137.0K +35.9K (+35.6%) 7.26M +3.0M (+69.2%) 0.24% +0.063 pp 0.03% +0.012 pp USD45.24 +17.2% 2 qtrs
61 WELLS FARGO & COMPANY/MN 106.7K +42.1K (+65.2%) 5.65M +2.9M (+106.1%) 0.19% +0.073 pp 0.00% +0.001 pp USD39.09 +35.6% 17 qtrs
62 TREXQUANT INVESTMENT LP 104.6K -88.5K (-45.8%) 5.55M -2.7M (-32.4%) 0.18% -0.157 pp 0.05% -0.035 pp USD34.55 +53.4% 12 qtrs
63 BAIRD FINANCIAL GROUP, INC. 99.2K -14.7K (-12.9%) 5.26M +421.7K (+8.7%) 0.17% -0.026 pp 0.01% +0.000 pp USD21.60 +145.4% 14 qtrs
64 VICTORY CAPITAL MANAGEMENT INC 97.7K -193.8K (-66.5%) 5.18M -7.2M (-58.2%) 0.17% -0.341 pp 0.00% -0.004 pp USD29.03 +82.6% 10 qtrs
65 OAK RIDGE INVESTMENTS LLC 95.5K -2.1K (-2.1%) 5.06M +919.2K (+22.2%) 0.17% -0.004 pp 0.31% +0.039 pp USD26.41 +100.7% 9 qtrs
66 SWISS NATIONAL BANK 95.3K +7.3K (+8.3%) 5.05M +1.3M (+35.2%) 0.17% +0.013 pp 0.00% +0.001 pp USD26.77 +98.0% 13 qtrs
67 BNP PARIBAS ARBITRAGE, SNC 89.4K +62.7K (+234.1%) 4.74M +3.6M (+317.1%) 0.16% +0.110 pp 0.00% +0.002 pp USD47.97 +10.5% 5 qtrs
68 NIA IMPACT ADVISORS, LLC 88.9K -4.6K (-4.9%) 4.72M +741.6K (+18.7%) 0.16% -0.008 pp 1.58% +0.291 pp USD27.89 +90.1% 8 qtrs
69 EAM INVESTORS, LLC 86.7K +86.7K (+100.0%) 4.60M +4.6M (+100.0%) 0.15% +0.153 pp 0.51% +0.512 pp USD53.01 +0.0% 1 qtrs NEW
70 MOODY ALDRICH PARTNERS LLC 83.7K -25.4K (-23.3%) 4.44M -194.9K (-4.2%) 0.15% -0.045 pp 0.83% -0.051 pp USD29.15 +81.9% 7 qtrs
71 CREDIT AGRICOLE S A 81.0K +44.9K (+124.2%) 4.30M +2.8M (+179.9%) 0.14% +0.079 pp 0.01% +0.006 pp USD48.31 +9.7% 2 qtrs
72 ALLWORTH FINANCIAL LP 80.1K -39.0K (-32.7%) 4.24M -811.5K (-16.0%) 0.14% -0.069 pp 0.02% -0.005 pp USD11.39 +365.4% 14 qtrs
73 UBS ASSET MANAGEMENT AMERICAS INC 76.3K +539.0 (+0.7%) 4.05M +827.5K (+25.7%) 0.13% +0.001 pp 0.00% +0.000 pp USD30.01 +76.6% 10 qtrs
74 SEI INVESTMENTS CO 74.6K +18.2K (+32.3%) 3.96M +1.6M (+65.2%) 0.13% +0.032 pp 0.00% +0.001 pp USD33.78 +56.9% 14 qtrs
75 BARCLAYS PLC 74.4K +4.9K (+7.0%) 3.94M +2.0M (+100.4%) 0.13% +0.008 pp 0.00% +0.000 pp USD31.94 +66.0% 16 qtrs
76 DECKER RETIREMENT PLANNING INC. 71.8K +71.8K (+100.0%) 3.80M +3.8M (+100.0%) 0.13% +0.126 pp 1.89% +1.891 pp USD53.01 +0.0% 1 qtrs NEW
77 DARK FOREST CAPITAL MANAGEMENT LP 69.9K +41.7K (+147.4%) 3.71M +2.5M (+208.8%) 0.12% +0.073 pp 0.17% +0.133 pp USD45.13 +17.5% 4 qtrs
78 QUANTBOT TECHNOLOGIES LP 67.2K +2.4K (+3.7%) 3.56M +811.1K (+29.5%) 0.12% +0.004 pp 0.12% +0.044 pp USD36.71 +44.4% 5 qtrs
79 RHUMBLINE ADVISERS 64.7K +105.0 (+0.2%) 3.43M +686.4K (+25.0%) 0.11% 0.000 pp 0.00% +0.001 pp USD18.99 +179.1% 16 qtrs
80 MAVERICK CAPITAL LTD 58.6K -73.5K (-55.6%) 3.10M -2.5M (-44.6%) 0.10% -0.130 pp 0.03% -0.042 pp USD42.47 +24.8% 2 qtrs
81 ENSIGN PEAK ADVISORS, INC 57.4K -142.7K (-71.3%) 3.04M -5.5M (-64.2%) 0.10% -0.251 pp 0.01% -0.009 pp USD42.47 +24.8% 2 qtrs
82 VOLEON CAPITAL MANAGEMENT LP 57.3K +57.3K (+100.0%) 3.04M +3.0M (+100.0%) 0.10% +0.101 pp 0.07% +0.065 pp USD53.01 +0.0% 1 qtrs NEW
83 FEDERATED HERMES, INC. 56.9K +51.8K (+1,013.6%) 3.02M +2.8M (+1,290.0%) 0.10% +0.091 pp 0.01% +0.005 pp USD52.00 +1.9% 12 qtrs
84 CITADEL ADVISORS LLC 56.6K +12.2K (+27.5%) 3.00M +1.1M (+59.1%) 0.10% +0.021 pp 0.00% +0.000 pp USD39.74 +33.4% 17 qtrs
85 NUMERAI GP LLC 56.4K +56.4K (+100.0%) 2.99M +3.0M (+100.0%) 0.10% +0.099 pp 0.36% +0.361 pp USD53.01 +0.0% 1 qtrs NEW
86 INVESCO LTD. 50.2K +6.1K (+13.9%) 2.66M +788.9K (+42.1%) 0.09% +0.010 pp 0.00% +0.000 pp USD34.78 +52.4% 13 qtrs
87 PATHSTONE HOLDINGS, LLC 49.4K -1.3K (-2.6%) 2.62M +463.6K (+21.5%) 0.09% -0.003 pp 0.01% +0.002 pp USD32.32 +64.0% 9 qtrs
88 FREESTONE GROVE PARTNERS LP 48.5K +— (+0.0%) 2.57M +511.0K (+24.8%) 0.09% 0.000 pp 0.02% +0.003 pp USD42.47 +24.8% 2 qtrs
89 ALLIANCEBERNSTEIN L.P. 48.4K +5.8K (+13.7%) 2.56M +757.3K (+41.9%) 0.08% +0.010 pp 0.00% +0.000 pp USD32.18 +64.7% 14 qtrs
90 QUBE RESEARCH & TECHNOLOGIES LTD 48.1K +48.1K (+100.0%) 2.55M +2.5M (+100.0%) 0.08% +0.085 pp 0.00% +0.003 pp USD53.01 +0.0% 12 qtrs
91 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 45.8K +3.7K (+8.7%) 2.43M +638.2K (+35.7%) 0.08% +0.006 pp 0.00% +0.001 pp USD23.88 +122.0% 17 qtrs
92 LEGAL & GENERAL GROUP PLC 45.1K -1.6K (-3.5%) 2.39M +405.4K (+20.4%) 0.08% -0.003 pp 0.00% +0.000 pp USD25.49 +108.0% 17 qtrs
93 TWINBEECH CAPITAL LP 38.5K +38.5K (+100.0%) 2.04M +2.0M (+100.0%) 0.07% +0.068 pp 0.15% +0.145 pp USD53.01 +0.0% 1 qtrs NEW
94 DEUTSCHE BANK AG\ 38.1K +6.5K (+20.7%) 2.02M +679.8K (+50.7%) 0.07% +0.012 pp 0.00% +0.000 pp USD31.29 +69.4% 17 qtrs
95 B. METZLER SEEL. SOHN & CO. AG 37.9K -363.0 (-0.9%) 2.01M +384.4K (+23.6%) 0.07% -0.001 pp 0.02% +0.003 pp USD29.00 +82.8% 6 qtrs
96 PEAK6 LLC 36.9K +36.9K (+100.0%) 1.95M +2.0M (+100.0%) 0.06% +0.065 pp 0.00% +0.004 pp USD53.01 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.33
Bearish
Ratio by volume
0.33
Bearish
Buys
10
Sells
30
Shares acquired
215.0K
Shares disposed
650.9K
Cash buys
Cash sales
16.00
Net activity
-435,900
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
2026-04-30 Kirban Michael Director / Officer S-Sale D Common Stock 50,000 68.00 3.40M 515,681 I
2026-04-30 Burth Jonathan Officer M-Exempt A Common Stock 20,000 10.18 203.6K 77,910 D
2026-04-29 Roper Martin Director / Officer M-Exempt A Common Stock 20,544 10.18 209.1K 319,028 D
2026-04-29 Burth Jonathan Officer M-Exempt D Non-Qualified Stock Option (Right to Buy) 20,000 10.18 203.6K 113,575 D
2026-04-28 Roper Martin Director / Officer S-Sale D Common Stock 25,000 51.13 1.28M 298,484 D
2026-04-27 Roper Martin Director / Officer M-Exempt D Non-Qualified Stock Option (Right to Buy) 25,000 10.18 254.5K 375,214 D
2026-04-24 Roper Martin Director / Officer M-Exempt D Non-Qualified Stock Option (Right to Buy) 25,000 10.18 254.5K 400,214 D
2026-04-16 Roper Martin Director / Officer M-Exempt D Non-Qualified Stock Option (Right to Buy) 25,000 10.18 254.5K 425,214 D
2026-04-15 Sadowsky Kenneth Director S-Sale D Common Stock 3,900 48.93 190.8K 586,566 D
2026-04-15 Roper Martin Director / Officer M-Exempt A Common Stock 25,000 10.18 254.5K 323,484 D
2026-04-14 Roper Martin Director / Officer S-Sale D Common Stock 25,000 50.00 1.25M 298,484 D
2026-04-13 Roper Martin Director / Officer M-Exempt D Non-Qualified Stock Option (Right to Buy) 4,456 10.18 45.4K 500,214 D
2026-04-10 Roper Martin Director / Officer M-Exempt D Non-Qualified Stock Option (Right to Buy) 25,000 10.18 254.5K 504,670 D
2026-04-08 Roper Martin Director / Officer M-Exempt A Common Stock 25,000 10.18 254.5K 323,484 D
2026-04-07 Roper Martin Director / Officer S-Sale D Common Stock 25,000 50.00 1.25M 298,484 D
2026-04-01 van Es Charles Officer S-Sale D Common Stock 2,000 48.67 97.3K 77,691 D
2026-03-19 BAKER COREY Officer S-Sale D Common Stock 2,000 55.45 110.9K 25,951 D
2026-03-18 Sadowsky Kenneth Director S-Sale D Common Stock 3,900 56.92 222.0K 590,466 D
2026-03-18 BAKER COREY Officer S-Sale D Common Stock 2,000 58.04 116.1K 27,951 D
2026-03-17 BAKER COREY Officer S-Sale D Common Stock 2,000 59.92 119.8K 29,951 D
2026-03-16 van Es Charles Officer S-Sale D Common Stock 2,000 57.98 116.0K 79,691 D
2026-03-16 Sadowsky Kenneth Director S-Sale D Common Stock 10,000 60.14 601.4K 594,366 D
2026-03-16 Burth Jonathan Officer S-Sale D Common Stock 11,175 57.98 647.9K 57,910 D
2026-03-16 BAKER COREY Officer S-Sale D Common Stock 2,000 57.98 116.0K 31,951 D
2026-03-13 BAKER COREY Officer S-Sale D Common Stock 2,000 58.86 117.7K 33,951 D
2026-03-12 Kirban Michael Director / Officer S-Sale D Common Stock 40,204 58.00 2.33M 565,681 I
2026-03-11 van Es Charles Officer F-InKind D Common Stock 818 54.91 44.9K 81,691 D
2026-03-11 Prior Jane Officer F-InKind D Common Stock 818 54.91 44.9K 126,581 D
2026-03-11 Kirban Michael Director / Officer S-Sale D Common Stock 9,796 58.00 568.2K 605,885 I
2026-03-11 Burth Jonathan Officer F-InKind D Common Stock 818 54.91 44.9K 77,910 D
2026-03-11 BAKER COREY Officer F-InKind D Common Stock 1,388 54.91 76.2K 35,951 D
2026-03-05 van Es Charles Officer F-InKind D Common Stock 705 55.18 38.9K 82,509 D
2026-03-05 Roper Martin Director / Officer F-InKind D Common Stock 5,363 55.18 295.9K 298,484 D
2026-03-05 Prior Jane Officer M-Exempt D Non-Qualified Stock Option (Right to Buy) 22,575 10.18 229.8K 4,725 D
2026-03-05 Kirban Michael Director / Officer F-InKind D Common Stock 5,810 55.18 320.6K 143,799 D
2026-03-05 Burth Jonathan Officer F-InKind D Common Stock 705 55.18 38.9K 78,728 D
2026-03-05 BAKER COREY Officer F-InKind D Common Stock 651 55.18 35.9K 41,177 D
2026-03-04 Roper Martin Director / Officer F-InKind D Common Stock 3,660 54.12 198.1K 303,847 D
2026-03-04 Kirban Michael Director / Officer F-InKind D Common Stock 3,965 54.12 214.6K 149,609 D
2026-03-02 LEAHY JOHN D Director S-Sale D Common Stock 27,300 56.19 1.53M 17,179 D
2026-02-23 Morreau Jane Cecil Director M-Exempt A Common Stock 5,000 10.18 50.9K 32,179 D
2026-02-20 van Es Charles Officer M-Exempt A Common Stock 5,914 0.00 87,943 D
2026-02-20 Roper Martin Director / Officer A-Award A Performance Options 185,133 16.91 3.13M 185,133 D
2026-02-20 Prior Jane Officer M-Exempt A Common Stock 5,914 0.00 132,829 D
2026-02-20 Kirban Michael Director / Officer A-Award A Common Stock 25,945 0.00 153,574 D
2026-02-20 Burth Jonathan Officer A-Award A Performance Options 22,750 10.18 231.6K 22,750 D
2026-02-20 BAKER COREY Officer A-Award A Common Stock 4,401 0.00 43,155 D
2026-02-18 Sadowsky Kenneth Director S-Sale D Common Stock 3,900 55.64 217.0K 604,366 D
2026-02-05 Liran Ira Director S-Sale D Common Stock 20,000 56.66 1.13M 478,341 D
2026-01-21 Sadowsky Kenneth Director S-Sale D Common Stock 3,900 53.92 210.3K 608,266 D
2026-01-07 Broader Shelley G Director A-Award A Common Stock 520 0.00 520 D
2025-12-18 Burth Jonathan Officer G-Gift D Common Stock 666 0.00 73,847 D
2025-12-17 Sadowsky Kenneth Director S-Sale D Common Stock 3,900 51.62 201.3K 612,166 D
2025-12-08 van Es Charles Officer G-Gift D Common Stock 1,400 0.00 77,628 D
2025-11-27 van Es Charles Officer F-InKind D Common Stock 5,300 53.83 285.3K 79,028 D
2025-11-27 Prior Jane Officer F-InKind D Common Stock 1,152 53.83 62.0K 122,514 D
2025-11-27 Burth Jonathan Officer F-InKind D Common Stock 1,614 53.83 86.9K 74,513 D
2025-11-25 Roper Martin Director / Officer G-Gift D Common Stock 20,000 0.00 41,200 I
2025-11-24 Liran Ira Director S-Sale D Common Stock 25,381 50.29 1.28M 498,341 D
2025-11-19 Sadowsky Kenneth Director S-Sale D Common Stock 3,900 47.12 183.7K 616,066 D
2025-11-17 van Es Charles Officer M-Exempt A Common Stock 20,000 10.18 203.6K 104,328 D
2025-11-17 Liran Ira Director S-Sale D Common Stock 26,138 50.09 1.31M 636,441 I
2025-11-17 Burth Jonathan Officer S-Sale D Common Stock 17,666 48.68 860.1K 76,127 D
2025-11-14 Zupo John Director S-Sale D Common Stock 10,000 43.72 437.2K 12,162 D
2025-11-14 Kirban Michael Director / Officer S-Sale D Common Stock 5,102 44.00 224.5K 1,479,049 I
2025-11-05 Liran Ira Director S-Sale D Common Stock 30,000 41.41 1.24M 662,579 I
2025-10-30 Roper Martin Director / Officer S-Sale D Common Stock 500 45.00 22.5K 215,631 I
2025-10-30 Kirban Michael Director / Officer S-Sale D Common Stock 14,898 44.21 658.7K 1,484,151 I
2025-10-29 Roper Martin Director / Officer S-Sale D Common Stock 5,000 46.09 230.4K 282,062 D
2025-10-29 Prior Jane Officer M-Exempt D Non-Qualified Stock Option (right to buy) 10,000 10.18 101.8K 23,750 D
2025-10-29 Liran Ira Director S-Sale D Common Stock 40,000 45.58 1.82M 558,341 D
2025-10-29 Kirban Michael Director / Officer S-Sale D Common Stock 30,000 45.70 1.37M 1,499,049 I
2025-10-29 Burth Jonathan Officer M-Exempt D Non-Qualified Stock Option (right to buy) 20,000 10.18 203.6K 8,825 D
2025-10-15 Sadowsky Kenneth Director S-Sale D Common Stock 3,900 38.92 151.8K 619,966 D
2025-10-07 Roper Martin Director / Officer S-Sale D Common Stock 1,384 42.75 59.2K 221,131 I
2025-10-06 Roper Martin Director / Officer S-Sale D Common Stock 5,000 42.67 213.4K 288,897 D
2025-10-03 Roper Martin Director / Officer S-Sale D Common Stock 5,000 42.92 214.6K 293,897 D
2025-10-02 Roper Martin Director / Officer S-Sale D Common Stock 5,000 42.07 210.3K 232,515 I
2025-10-01 Roper Martin Director / Officer S-Sale D Common Stock 5,000 42.47 212.3K 238,531 I
2025-09-30 Roper Martin Director / Officer S-Sale D Common Stock 5,000 42.90 214.5K 243,531 I
2025-09-29 Roper Martin Director / Officer S-Sale D Common Stock 5,000 40.44 202.2K 247,515 I
2025-09-29 Burth Jonathan Officer M-Exempt D Non-Qualified Stock Option (right to buy) 3,173 10.18 32.3K 28,825 D
2025-09-25 Roper Martin Director / Officer S-Sale D Common Stock 400 40.17 16.1K 253,531 I
2025-09-24 Roper Martin Director / Officer S-Sale D Common Stock 5,000 41.32 206.6K 252,915 I
2025-09-23 Roper Martin Director / Officer S-Sale D Common Stock 5,000 40.52 202.6K 258,931 I
2025-09-22 Roper Martin Director / Officer S-Sale D Common Stock 5,000 40.13 200.6K 262,915 I
2025-09-22 Kirban Michael Director / Officer S-Sale D Common Stock 20,000 41.54 830.7K 1,529,049 I
2025-09-18 Roper Martin Director / Officer S-Sale D Common Stock 5,000 40.01 200.1K 267,915 I
2025-09-18 BAKER COREY Officer M-Exempt D Non-Qualified Stock Option (right to buy) 1,000 16.91 16.9K 9,205 D
2025-09-17 van Es Charles Officer M-Exempt D Non-Qualified Stock Option (right to buy) 10,000 10.18 101.8K 73,750 D
2025-09-17 Verlinvest Beverages SA 10% Owner S-Sale D Common Stock 3,000,000 40.77 122.31M 4,097,161 D
2025-09-17 Sadowsky Kenneth Director S-Sale D Common Stock 3,900 40.03 156.1K 623,866 D
2025-09-17 Roper Martin Director / Officer S-Sale D Common Stock 5,000 40.22 201.1K 344,297 D
2025-09-17 Prior Jane Officer S-Sale D Common Stock 10,000 42.04 420.4K 123,666 D
2025-09-17 Liran Ira Director S-Sale D Common Stock 50,000 42.00 2.10M 692,579 I
2025-09-17 Kirban Michael Director / Officer S-Sale D Common Stock 30,000 41.72 1.25M 1,549,049 I
2025-09-17 Burth Jonathan Officer M-Exempt A Common Stock 16,827 10.18 171.3K 92,954 D
2025-09-17 BAKER COREY Officer M-Exempt D Non-Qualified Stock Option (right to buy) 1,000 16.91 16.9K 10,205 D
2025-09-16 Roper Martin Director / Officer S-Sale D Common Stock 2,325 40.00 93.0K 283,806 I
2025-09-16 BAKER COREY Officer M-Exempt D Non-Qualified Stock Option (right to buy) 1,000 16.91 16.9K 11,205 D
2025-09-15 Roper Martin Officer / 10% Owner S-Sale D Common Stock 5,000 40.09 200.4K 347,062 D
2025-09-15 BAKER COREY Officer S-Sale D Common Stock 1,000 40.00 40.0K 38,754 D
2025-09-12 van Es Charles Officer S-Sale D Common Stock 10,000 40.00 400.0K 84,328 D
2025-09-12 Roper Martin Director / Officer S-Sale D Common Stock 5,000 40.01 200.0K 286,131 I
2025-09-12 Prior Jane Officer S-Sale D Common Stock 10,000 40.00 400.0K 123,666 D
2025-09-12 Liran Ira Director S-Sale D Common Stock 20,000 40.00 800.0K 598,341 D
2025-09-12 Burth Jonathan Officer S-Sale D Common Stock 10,000 40.00 400.0K 76,127 D
2025-09-12 BAKER COREY Officer M-Exempt D Non-Qualified Stock Option (right to buy) 1,000 16.91 16.9K 13,205 D
2025-09-11 Kirban Michael Director / Officer S-Sale D Common Stock 20,000 39.05 780.9K 1,579,049 I
2025-09-11 BAKER COREY Officer S-Sale D Common Stock 1,000 38.66 38.7K 38,754 D
2025-09-10 BAKER COREY Officer S-Sale D Common Stock 1,000 38.16 38.2K 39,754 D
2025-09-09 Kirban Michael Director / Officer S-Sale D Common Stock 30,000 39.16 1.17M 1,599,049 I
2025-09-09 BAKER COREY Officer S-Sale D Common Stock 1,000 38.40 38.4K 40,754 D
2025-09-08 BAKER COREY Officer S-Sale D Common Stock 1,000 38.51 38.5K 41,754 D
2025-09-05 BAKER COREY Officer S-Sale D Common Stock 1,000 38.00 38.0K 42,754 D
2025-09-04 Liran Ira Director S-Sale D Common Stock 2,114 37.00 78.2K 618,341 D
2025-09-03 Liran Ira Director S-Sale D Common Stock 14,734 37.05 545.9K 620,455 D
2025-08-22 Liran Ira Director S-Sale D Common Stock 3,152 37.02 116.7K 635,189 D
2025-08-20 Sadowsky Kenneth Director S-Sale D Common Stock 3,900 35.45 138.2K 627,766 D
2025-08-20 Liran Ira Director S-Sale D Common Stock 30,000 36.08 1.08M 782,579 I
2025-08-15 van Es Charles Officer F-InKind D Common Stock 9,799 33.07 324.1K 84,328 D
2025-08-15 Prior Jane Officer F-InKind D Common Stock 10,522 33.07 348.0K 123,666 D
2025-08-15 Burth Jonathan Officer F-InKind D Common Stock 10,801 33.07 357.2K 86,127 D
2025-07-16 Sadowsky Kenneth Director S-Sale D Common Stock 3,900 37.65 146.8K 631,666 D
2025-07-07 van Es Charles Officer S-Sale D Common Stock 10,000 38.02 380.2K 94,127 D
2025-07-01 Prior Jane Officer M-Exempt A Common Stock 10,000 10.18 101.8K 144,188 D
2025-06-18 Sadowsky Kenneth Director S-Sale D Common Stock 3,900 34.69 135.3K 635,566 D
2025-06-18 Prior Jane Officer M-Exempt A Common Stock 10,000 10.18 101.8K 144,188 D
2025-06-03 Zupo John Director A-Award A Common Stock 3,286 0.00 12,162 D
2025-06-03 Sadowsky Kenneth Director A-Award A Common Stock 3,286 0.00 639,466 D
2025-06-03 Melloul Eric Director A-Award A Common Stock 3,286 0.00 3,286 D
2025-06-03 MORREAU JANE C Director A-Award A Common Stock 3,286 0.00 17,179 D
2025-06-03 Liran Ira Director A-Award A Common Stock 3,286 0.00 638,341 D
2025-06-03 LEAHY JOHN D Director A-Award A Common Stock 3,286 0.00 17,179 D
2025-06-03 Dozie Aishetu Fatima Director A-Award A Common Stock 3,286 0.00 14,846 D
2025-05-21 Kirban Michael Director / Officer S-Sale D Common Stock 14,000 37.03 518.5K 1,629,049 I
2025-05-20 Kirban Michael Director / Officer S-Sale D Common Stock 20,000 37.07 741.3K 1,643,049 I
2025-05-09 Verlinvest Beverages SA 10% Owner S-Sale D Common Stock 3,766,762 34.25 129.01M 7,097,161 D
2025-05-09 Melloul Eric Director S-Sale D Common Stock 3,766,762 34.25 129.01M 7,097,161 I
2025-05-08 Zupo John Director M-Exempt D Non-Qualified Stock Option (right to buy) 8,000 10.18 81.4K 30,675 D
2025-03-19 Kirban Michael Director / Officer S-Sale D Common Stock 6,000 35.00 210.0K 1,663,049 I
2025-03-18 Kirban Michael Director / Officer S-Sale D Common Stock 20,000 35.13 702.7K 1,669,049 I
2025-03-17 Kirban Michael Director / Officer S-Sale D Common Stock 20,000 35.06 701.3K 1,689,049 I
2025-03-14 Kirban Michael Director / Officer J-Other D Common Stock 297,180 0.00 1,709,049 I
2025-03-10 van Es Charles Officer F-InKind D Common Stock 596 34.40 20.5K 94,127 D
2025-03-10 Prior Jane Officer F-InKind D Common Stock 596 34.40 20.5K 134,188 D
2025-03-10 Burth Jonathan Officer F-InKind D Common Stock 818 34.40 28.1K 96,928 D
2025-03-10 BAKER COREY Officer F-InKind D Common Stock 1,471 34.40 50.6K 47,020 D
2025-03-04 van Es Charles Officer A-Award A Non-Qualified Stock Option (right to buy) 13,218 33.36 441.0K 13,218 D
2025-03-04 ROPER MARTIN F Director / Officer D-Return D Common Stock 4,372 33.36 145.8K 357,062 D
2025-03-04 Prior Jane Officer A-Award A Common Stock 5,096 0.00 135,847 D
2025-03-04 Kirban Michael Director / Officer D-Return D Common Stock 4,371 33.36 145.8K 127,629 D
2025-03-04 Burth Jonathan Officer A-Award A Non-Qualified Stock Option (right to buy) 13,218 33.36 441.0K 13,218 D
2025-03-04 BAKER COREY Officer A-Award A Non-Qualified Stock Option (right to buy) 13,218 33.36 441.0K 13,218 D
2025-03-03 ROPER MARTIN F Director / Officer A-Award A Non-Qualified Stock Option (right to buy) 70,715 32.78 2.32M 70,715 D
2025-03-03 Kirban Michael Director / Officer A-Award A Common Stock 28,676 0.00 132,000 D
2025-03-03 Burth Jonathan Officer S-Sale D Common Stock 10,000 32.69 326.9K 94,108 D
2025-02-19 Liran Ira Director S-Sale D Common Stock 1,723 40.02 68.9K 812,579 I
2025-02-14 Liran Ira Director S-Sale D Common Stock 20,235 40.07 810.8K 814,302 I
2025-02-14 Burth Jonathan Officer M-Exempt A Common Stock 700 10.18 7.1K 104,808 D
2025-02-13 Liran Ira Director S-Sale D Common Stock 18,892 40.10 757.5K 834,537 I
2025-02-13 Burth Jonathan Officer S-Sale D Common Stock 18,900 40.10 757.8K 104,108 D
2025-02-12 Liran Ira Director S-Sale D Common Stock 300 40.02 12.0K 853,429 I
2025-02-12 Burth Jonathan Officer S-Sale D Common Stock 400 40.01 16.0K 104,108 D
2025-01-22 Burth Jonathan Officer M-Exempt A Common Stock 4,052 10.18 41.2K 108,160 D
2025-01-02 Burth Jonathan Officer M-Exempt A Common Stock 200 10.18 2.0K 104,308 D
2024-12-19 Liran Ira Director S-Sale D Common Stock 30,000 35.58 1.07M 853,729 I
2024-12-18 ROPER MARTIN F Director / Officer S-Sale D Common Stock 4,394 35.63 156.6K 332,758 D
2024-12-17 ROPER MARTIN F Director / Officer S-Sale D Common Stock 5,000 36.37 181.9K 294,025 I
2024-12-16 ROPER MARTIN F Director / Officer S-Sale D Common Stock 5,000 36.87 184.3K 299,127 I
2024-12-16 Burth Jonathan Officer M-Exempt D Non-Qualified Stock Option (right to buy) 912 10.18 9.3K 73,077 D
2024-12-13 van Es Charles Officer G-Gift D Common Stock 2,000 0.00 90,690 D
2024-12-13 ROPER MARTIN F Director / Officer S-Sale D Common Stock 5,000 36.34 181.7K 347,152 D
2024-12-13 Burth Jonathan Officer G-Gift D Common Stock 1,309 0.00 104,108 D
2024-12-12 ROPER MARTIN F Director / Officer S-Sale D Common Stock 5,000 37.30 186.5K 309,225 I
2024-12-12 Burth Jonathan Officer M-Exempt D Non-Qualified Stock Option (right to buy) 14,836 10.18 151.0K 73,989 D
2024-12-11 ROPER MARTIN F Director / Officer S-Sale D Common Stock 5,000 36.51 182.6K 314,025 I
2024-12-11 Prior Jane Officer M-Exempt D Non-Qualified Stock Option (right to buy) 2,474 10.18 25.2K 73,750 D
2024-12-11 BAKER COREY Officer S-Sale D Common Stock 2,000 37.28 74.6K 44,346 D
2024-12-10 ROPER MARTIN F Director / Officer S-Sale D Common Stock 5,000 36.29 181.5K 362,152 D
2024-12-09 ROPER MARTIN F Director / Officer S-Sale D Common Stock 5,000 35.93 179.7K 367,152 D
2024-12-06 ROPER MARTIN F Director / Officer S-Sale D Common Stock 5,000 36.00 180.0K 329,225 I
2024-12-05 ROPER MARTIN F Director / Officer S-Sale D Common Stock 5,000 36.35 181.7K 334,225 I
2024-12-04 Zupo John Director A-Award A Common Stock 629 0.00 8,876 D
2024-12-04 Verlinvest Beverages SA 10% Owner A-Award A Common Stock 629 0.00 3,119 D
2024-12-04 Sadowsky Kenneth Director A-Award A Common Stock 629 0.00 636,180 D
2024-12-04 ROPER MARTIN F Director / Officer S-Sale D Common Stock 5,000 36.24 181.2K 382,152 D
2024-12-04 Prior Jane Officer M-Exempt D Non-Qualified Stock Option (right to buy) 3,638 10.18 37.0K 76,224 D
2024-12-04 Melloul Eric Director A-Award A Common Stock 629 0.00 3,119 I
2024-12-04 MORREAU JANE C Director A-Award A Common Stock 629 0.00 13,893 D
2024-12-04 Liran Ira Director A-Award A Common Stock 629 0.00 635,055 D
2024-12-04 LEAHY JOHN D Director A-Award A Common Stock 629 0.00 13,893 D
2024-12-04 Dozie Aishetu Fatima Director A-Award A Common Stock 629 0.00 11,560 D
2024-12-03 van Es Charles Officer D-Return D Common Stock 4,978 35.02 174.3K 92,690 D
2024-12-03 ROPER MARTIN F Director / Officer S-Sale D Common Stock 5,000 35.30 176.5K 344,025 I
2024-12-03 Prior Jane Officer D-Return D Common Stock 1,083 35.02 37.9K 130,751 D
2024-12-03 Burth Jonathan Officer D-Return D Common Stock 1,432 35.02 50.1K 105,417 D
2024-12-02 ROPER MARTIN F Director / Officer S-Sale D Common Stock 5,000 35.60 178.0K 349,025 I
2024-12-02 Burth Jonathan Officer S-Sale D Common Stock 10,000 35.69 356.9K 106,849 D
2024-11-29 ROPER MARTIN F Director / Officer S-Sale D Common Stock 5,000 35.81 179.1K 354,025 I

Executive team

Top executives
EBIT / Employee
259.2K
Shares Outstanding
57.11M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Michael Kirban Co-Founder and Executive Chairman 625.0K 1.88M 920.0K 1.11M 10.5K 4.55M 61.54%
2 2025 Martin Roper Chief Executive Officer 625.0K 1.88M 920.0K 1.11M 10.5K 4.55M 61.54%
3 2025 Jonathan Burth Chief Operating Officer 390.0K 600.0K 285.0K 175.0K 417.2K 10.5K 1.88M 24.50%
4 2025 Charles van Es Chief Commercial Officer 385.0K 600.0K 285.0K 175.0K 411.9K 10.5K 1.87M 24.63%
5 2025 Corey Baker Chief Financial Officer 385.0K 600.0K 285.0K 175.0K 411.9K 10.5K 1.87M 24.63%
6 2024 Michael Kirban Co-Founder and Executive Chairman 525.0K 1.54M 660.1K 844.2K 10.4K 3.58M 61.46%
7 2024 Martin Roper Chief Executive Officer 525.0K 1.54M 660.1K 844.2K 10.4K 3.58M 61.46%
8 2024 Jonathan Burth Chief Operating Officer 380.0K 368.0K 92.0K 366.6K 10.4K 1.22M 37.80%
9 2024 Charles van Es Chief Sales Officer 375.0K 368.0K 92.0K 361.8K 11.3K 1.21M 38.08%
10 2024 Charles van Es Chief Commercial Officer 375.0K 368.0K 92.0K 361.8K 10.4K 1.21M 38.11%
11 2024 Corey Baker Chief Financial Officer 375.0K 368.0K 92.0K 361.8K 10.4K 1.21M 38.11%
12 2023 Martin Roper Chief Executive Officer 484.0K 200.0K 1.65M 907.5K 9.9K 3.25M 50.75%
13 2023 Michael Kirban Co-Founder and Executive Chairman 484.0K 200.0K 1.65M 907.5K 4.2K 3.25M 50.84%
14 2023 Corey Baker Chief Financial Officer 298.6K 60.0K 1.05M 350.0K 410.6K 6.4K 2.18M 64.35%
15 2023 Jonathan Burth Chief Operating Officer 370.0K 15.0K 200.0K 200.0K 416.3K 9.9K 1.21M 33.03%
16 2023 Charles van Es Chief Commercial Officer 365.0K 15.0K 200.0K 200.0K 410.6K 9.9K 1.20M 33.32%
17 2023 Charles van Es Chief Sales Officer 365.0K 15.0K 200.0K 200.0K 410.6K 9.9K 1.20M 33.32%
18 2023 Rowena Ricalde Chief Accounting Officer and Interim Chief Financial Officer 260.7K 55.0K 75.0K 75.0K 171.1K 7.8K 644.6K 23.27%
19 2022 Jonathan Burth Chief Operating Officer 355.0K 900.0K 300.0K 85.2K 8.6K 1.65M 72.78%
20 2022 Charles van Es Chief Sales Officer 346.0K 900.0K 300.0K 83.0K 8.6K 1.64M 73.28%
21 2022 Michael Kirban Co-Founder and Executive Chairman 475.0K 76.0K 8.6K 559.6K 0.00%
22 2022 Martin Roper Chief Executive Officer 475.0K 76.0K 8.6K 559.6K 0.00%
23 2021 Michael Kirban Co-Founder and Executive Chairman 471.5K 544.6K 2.05M 528.6K 8.6K 3.60M 72.00%
24 2021 Michael Kirban Co-Chief Executive Officer and Chairman 471.5K 544.6K 2.05M 528.6K 8.6K 3.60M 72.00%
25 2021 Martin Roper Co-Chief Executive Officer and Director 425.0K 2.05M 386.8K 8.6K 2.87M 71.41%
26 2021 Martin Roper Chief Executive Officer 425.0K 2.05M 386.8K 8.6K 2.87M 71.41%
27 2021 Charles van Es Chief Sales Officer 320.0K 575.0K 482.6K 890.0K 8.6K 2.28M 46.47%
28 2021 Jonathan Burth Chief Operating Officer 340.0K 175.0K 515.8K 932.8K 8.6K 1.97M 35.03%
29 2020 Jonathan Burth Chief Operating Officer 322.5K 1.04M 258.0K 8.6K 1.63M 63.75%
30 2020 Michael Kirban Co-Chief Executive Officer and Chairman 470.9K 755.2K 8.6K 1.23M 0.00%
31 2020 Charles van Es Chief Sales Officer 300.0K 402.4K 210.0K 8.6K 921.0K 43.70%
32 2020 Martin Roper Co-Chief Executive Officer and Director 356.3K 463.0K 8.6K 827.8K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-23 DEFA14A
2026-04-22 DEFA14A
2026-04-22 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 4
2026-05-11 4
2026-05-04 4
2026-05-01 4
2026-05-01 4
2026-05-01 144
2026-04-30 4
2026-04-30 144
2026-04-30 144
2026-04-29 8-K

Executive team

NameTitleCompensationGender
Martin F. Roper Chief Executive Officer & Director 2M male
Michael Kirban Co-Founder, Executive Chairman & President 2M male
Jonathan Burth Chief Operating Officer 1M male
Charles Van Es Chief Commercial Officer 1M male
Corey Baker Chief Financial Officer, Principal Financial Officer & Interim Chief Accounting Officer 745.4K male
Ira Liran Co-Founder & Director 60.3K male
Jane Prior Chief Marketing Officer female
Alison Klein General Counsel & Corporate Secretary female
ESG Rating
B
BEVERAGES - NON-ALCOHOLIC
2026
E (Environmental)
53.1 / 66.6
Company / Sector avg.
S (Social)
90.8 / 68.8
Company / Sector avg.
G (Governance)
61.2 / 63.9
Company / Sector avg.
ESG Total
68.4 / 66.5
Company / Sector avg.
ESG Score History BEVERAGES - NON-ALCOHOLIC
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
2025-12-11 2026-01-12 Gilbert Cisneros CA31 Sale (Partial) $1,001 - $15,000
2023-12-01 2024-01-07 Josh Gottheimer NJ05 Joint Purchase $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