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Compass, Inc. (COMP)

USD11.84 +0.34 (+2.91%)
US NYSE Technology Software - Application
Address 90 Fifth Avenue 10011
New York City, NY, US
CEO Robert L. Reffkin
IPO 2021-04-01
CIK 1563190 ISIN US20464U1007

Explore sections of this company profile

Description

Headquartered in New York, New York, and established in 2012, Compass, Inc. delivers real estate brokerage services throughout the United States. The company's core offering is a sophisticated, cloud-based platform that integrates a comprehensive suite of software tools. These tools are designed for customer relationship management, marketing, client support, operational oversight, and various other essential functions, complementing its primary brokerage and adjacent real estate services. Compass further enhances agent efficiency through mobile applications for on-the-go business management, alongside crafting user-friendly interfaces and automating workflows to streamline agent-client interactions. The company, which was previously known as Urban Compass, Inc., officially adopted its current name in January 2021.

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
USD11.84 +0.34 (+2.91%)
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Volume Profile
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Liquidity & share structure
Average Volume
14M
Beta
2.44
Float Shares
542.34M
Free Float %
96.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.57% -10.49% +17.09% -18.99% -12.00% -20.91% +29.21% +128.42% -42.15% -58.51% -58.51%
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 (10 ratings, all time) Buy
Price Targets & DCF
Current price
11.84
Low 12.00 +1.4%
Consensus 14.06 +18.8%
Median 14.00 +18.3%
High 17.00 +43.6%
Ratings Trend (MoM) 75% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 6 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 3
12.17
+2.8%
Last Quarter 3
12.17
+2.8%
Last Year 18
12.56
+6.1%
All Time 25
11.09
-6.3%
Quality scores
Altman Z-Score
1.06
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +23.7% Q1'26: +99.4% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +67.7% Q1'26: +129.7% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    +0.1% Q1'26: -6.2% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -0.7% Q1'26: -5.8% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -4.9% Q1'26: -6.0% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +14.1% Q1'26: +4.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    7.33× Q1'26: 139.82× (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 (2.46) × ERP
WACC = 91% × Ke + 9% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 11.84
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.
4 EPS Ana.
Dec 2027
7 Rev. Ana.
4 EPS Ana.
Dec 2028
5 Rev. Ana.
4 EPS Ana.
Dec 2029
2 Rev. Ana.
2 EPS Ana.
Dec 2030
2 Rev. Ana.
2 EPS Ana.
Revenue
6.42B
est: 6.43B (-0.1%)
6.02B
est: 6.10B (-1.4%)
4.89B
est: 5.19B (-5.8%)
5.63B
est: 5.59B (+0.6%)
6.96B
est: 6.94B (+0.2%)
13.94B
13.73B – 14.10B
+100.7% YoY
15.15B
14.71B – 16.02B
+8.7% YoY
16.01B
15.95B – 16.08B
+5.7% YoY
17.29B
16.93B – 17.97B
+8.0% YoY
18.51B
18.12B – 19.23B
+7.0% YoY
EBITDA
-428.50M
est: -1.02B (+57.9%)
-500.30M
est: -387.28M (-29.2%)
-216.40M
est: -204.35M (-5.9%)
-65.60M
est: -220.31M (+70.2%)
61.90M
est: -273.51M (+122.6%)
-548.97M
-555.30M – -540.67M
-100.7% YoY
-596.65M
-631.01M – -579.47M
-8.7% YoY
-630.68M
-633.28M – -628.09M
-5.7% YoY
-681.06M
-707.68M – -666.79M
-8.0% YoY
-729.07M
-757.56M – -713.80M
-7.0% YoY
EBIT
-492.90M
est: -1.13B (+56.3%)
-586.60M
est: -465.53M (-26.0%)
-306.40M
est: -280.75M (-9.1%)
-148.00M
est: -302.67M (+51.1%)
-50.80M
est: -375.76M (+86.5%)
-754.20M
-762.89M – -742.80M
-100.7% YoY
-819.71M
-866.91M – -796.10M
-8.7% YoY
-866.46M
-870.02M – -862.90M
-5.7% YoY
-935.67M
-972.24M – -916.07M
-8.0% YoY
-1.00B
-1.04B – -980.65M
-7.0% YoY
Net Income
-494.10M
est: -1.13B (+56.2%)
-601.50M
est: -510.50M (-17.8%)
-321.30M
est: -280.24M (-14.7%)
-154.40M
est: -176.29M (+12.4%)
-58.50M
est: -52.43M (-11.6%)
256.47M
-332.92M – 499.38M
+589.2% YoY
376.79M
-40.01M – 466.76M
+46.9% YoY
472.09M
128.41M – 513.64M
+25.3% YoY
411.83M
400.62M – 432.75M
-12.8% YoY
411.83M
400.62M – 432.75M
+0.0% YoY
SGA
798.90M
est: 1.50B (-46.6%)
783.20M
est: 938.57M (-16.6%)
561.10M
est: 627.66M (-10.6%)
533.90M
est: 676.67M (-21.1%)
978.70M
est: 840.07M (+16.5%)
1.69B
1.66B – 1.71B
+100.7% YoY
1.83B
1.78B – 1.94B
+8.7% YoY
1.94B
1.93B – 1.95B
+5.7% YoY
2.09B
2.05B – 2.17B
+8.0% YoY
2.24B
2.19B – 2.33B
+7.0% YoY
EPS
-1.51
est: -1.66 (+8.9%)
-1.40
est: -1.32 (-5.9%)
-0.69
est: -0.48 (-42.5%)
-0.31
est: -0.31 (-0.6%)
-0.10
est: -0.09 (-15.9%)
0.24
-0.58 – 0.87
+381.1% YoY
0.48
-0.07 – 0.82
+97.1% YoY
0.62
0.22 – 0.90
+29.9% YoY
0.72
0.70 – 0.76
+16.0% YoY
0.72
0.70 – 0.76
+0.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 Morgan Stanley Equal Weight Equal Weight Maintain
2026-04-28 UBS Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C+ 2/5 1/5 2/5 3/5 1/5 1/5 4/5
2026-05-08 C+ 2/5 1/5 2/5 3/5 1/5 1/5 4/5
2026-05-07 C+ 2/5 1/5 2/5 3/5 1/5 1/5 4/5
2026-05-06 C+ 2/5 1/5 2/5 3/5 1/5 1/5 4/5
2026-05-05 C+ 2/5 1/5 2/5 3/5 1/5 1/5 4/5
2026-05-04 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-15 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
281.35M
OE per share TTM
0.50
Owner's Yield
4.58%
Maintenance CapEx ratio
634.07%
Maint CapEx / Avg PPE
11.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
91
Total invested
82.73M
Insider transactions (90d)
1
Beneficial owners (>5%)
14
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 SB Investment Advisers (UK) Limited 132.37M 32.50% 132.37M 132.37M CO England and Wales 2022-02-14
2 SVF Endurance (Cayman) Limited 132.37M 32.50% 132.37M 132.37M CO England and Wales 2022-02-14
3 SVF Excalibur (Cayman) Limited 132.37M 32.50% 132.37M 132.37M CO England and Wales 2022-02-14
4 SoftBank Vision Fund (AIV M1) L.P. 132.37M 32.50% 132.37M 132.37M PN England and Wales 2022-02-14
5 Abigail P. Johnson 46.79M 9.26% 46.79M IN Delaware 2024-11-12
6 FMR LLC 46.79M 9.26% 46.78M 46.79M HC Delaware 2024-11-12
7 The Vanguard Group - 23-1945930 38.63M 8.87% 450.8K 37.98M 645.8K IA Pennsylvania 2023-02-09
8 (1) BlackRock, Inc. 28.81M 5.90% 28.36M HC Delaware 2024-11-08
9 Robert L. Reffkin 27.54M 6.30% 18.28M 9.26M 18.28M 9.26M IN United States of America 2023-02-13
10 Robert Reffkin, L. 26.92M 6.60% 17.38M 9.54M 17.38M 9.54M IN 2022-02-14
11 Discovery Capital Management, LLC 26.36M 6.48% 26.36M 26.36M IA U.S.A. 2022-02-14
12 Robert K. Citrone 26.36M 6.48% 26.36M 26.36M HC, IN U.S.A. 2022-02-14
13 DG Urban-C GP LLC 25.20M 6.20% 25.20M 25.20M OO U.S.A. 2022-02-14
14 DG Urban-C LP 25.20M 6.20% 25.20M 25.20M PN U.S.A. 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
91
-301 vs prev Q
New positions
25
Closed positions
309
Increased
57
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 VANGUARD GROUP INC 73.84M +3.6M (+5.2%) 780.45M +216.6M (+38.4%) 13.05% +0.403 pp 0.01% +0.003 pp USD5.37 +96.8% 19 qtrs
2 FMR LLC 69.49M +2.8M (+4.2%) 734.54M +198.8M (+37.1%) 12.28% +0.265 pp 0.04% +0.010 pp USD5.56 +90.1% 19 qtrs
3 BLACKROCK, INC. 39.17M +1.9M (+5.1%) 414.01M +114.9M (+38.4%) 6.92% +0.213 pp 0.01% +0.002 pp USD6.47 +63.4% 6 qtrs
4 SB INVESTMENT ADVISERS (UK) LTD 25.06M -19.7M (-44.0%) 264.92M -94.5M (-26.3%) 4.43% -3.633 pp 2.65% -0.061 pp USD13.14 -19.6% 19 qtrs
5 MAVERICK CAPITAL LTD 12.64M +12.6M (+100.0%) 133.58M +133.6M (+100.0%) 2.23% +2.233 pp 1.43% +1.434 pp USD10.57 +0.0% 1 qtrs NEW
6 GEODE CAPITAL MANAGEMENT, LLC 12.31M +681.8K (+5.9%) 130.12M +36.7M (+39.4%) 2.18% +0.081 pp 0.01% +0.002 pp USD4.47 +136.5% 15 qtrs
7 STATE STREET CORP 10.89M +653.2K (+6.4%) 115.14M +32.9M (+40.0%) 1.92% +0.081 pp 0.00% +0.001 pp USD4.61 +129.3% 17 qtrs
8 PARSIFAL CAPITAL MANAGEMENT, LP 10.11M +10.1M (+100.0%) 106.86M +106.9M (+100.0%) 1.79% +1.787 pp 8.76% +8.765 pp USD10.57 +0.0% 1 qtrs NEW
9 PRICE T ROWE ASSOCIATES INC /MD/ 9.36M +9.0M (+2,241.3%) 98.96M +95.7M (+2,981.0%) 1.65% +1.582 pp 0.01% +0.010 pp USD10.34 +2.2% 15 qtrs
10 ATREIDES MANAGEMENT, LP 8.72M +8.7M (+100.0%) 92.21M +92.2M (+100.0%) 1.54% +1.542 pp 1.13% +1.127 pp USD10.57 +0.0% 1 qtrs NEW
11 SOUTHPOINT CAPITAL ADVISORS LP 8.00M +5.5M (+220.0%) 84.56M +64.5M (+321.2%) 1.41% +0.963 pp 1.97% +1.439 pp USD9.78 +8.1% 2 qtrs
12 DIMENSIONAL FUND ADVISORS LP 7.43M -342.0K (-4.4%) 78.53M +16.1M (+25.8%) 1.31% -0.087 pp 0.02% +0.003 pp USD5.85 +80.7% 15 qtrs
13 RUBRIC CAPITAL MANAGEMENT LP 7.00M +7.0M (+100.0%) 73.99M +74.0M (+100.0%) 1.24% +1.237 pp 0.88% +0.885 pp USD10.57 +0.0% 1 qtrs NEW
14 WINSLOW CAPITAL MANAGEMENT, LLC 6.93M +— (+0.0%) 73.30M +17.6M (+31.6%) 1.23% -0.024 pp 0.25% +0.062 pp USD13.14 -19.6% 19 qtrs
15 KANEN WEALTH MANAGEMENT LLC 6.40M +1.6M (+32.6%) 67.59M +29.1M (+75.6%) 1.13% +0.262 pp 20.52% +7.656 pp USD5.36 +97.2% 9 qtrs
16 WELLINGTON MANAGEMENT GROUP LLP 6.33M +6.3M (+100.0%) 66.89M +66.9M (+100.0%) 1.12% +1.118 pp 0.01% +0.012 pp USD10.57 +0.0% 1 qtrs NEW
17 PHILOSOPHY CAPITAL MANAGEMENT LLC 5.78M +2.4M (+71.8%) 61.09M +34.1M (+126.1%) 1.02% +0.415 pp 2.78% +1.674 pp USD9.09 +16.3% 2 qtrs
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 5.71M +8.9K (+0.2%) 60.39M +14.6M (+31.8%) 1.01% -0.018 pp 0.01% +0.002 pp USD4.36 +142.4% 18 qtrs
19 NUVEEN, LLC 5.71M -117.1K (-2.0%) 60.31M +13.6M (+29.0%) 1.01% -0.040 pp 0.02% +0.004 pp USD8.57 +23.3% 4 qtrs
20 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 5.66M -1.4M (-19.8%) 59.84M +3.1M (+5.6%) 1.00% -0.271 pp 0.04% -0.001 pp USD6.60 +60.2% 9 qtrs
21 ARTISAN PARTNERS LIMITED PARTNERSHIP 5.47M -192.6K (-3.4%) 57.81M +12.3M (+27.2%) 0.97% -0.053 pp 0.09% +0.022 pp USD8.03 +31.6% 2 qtrs
22 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 5.19M -115.0K (-2.2%) 54.81M +12.2M (+28.8%) 0.92% -0.038 pp 1.14% +0.257 pp USD7.44 +42.1% 6 qtrs
23 JPMORGAN CHASE & CO 5.17M +4.6M (+871.2%) 54.66M +50.4M (+1,178.5%) 0.91% +0.818 pp 0.00% +0.003 pp USD10.06 +5.1% 19 qtrs
24 GOLDMAN SACHS GROUP INC 5.05M +1.5M (+40.6%) 53.39M +24.5M (+85.0%) 0.89% +0.245 pp 0.01% +0.003 pp USD7.27 +45.4% 19 qtrs
25 LONG POND CAPITAL, LP 5.00M +3.5M (+222.6%) 52.85M +40.4M (+324.6%) 0.88% +0.604 pp 6.21% +5.307 pp USD9.78 +8.1% 2 qtrs
26 RENAISSANCE TECHNOLOGIES LLC 4.84M +1.0M (+26.5%) 51.20M +20.5M (+66.6%) 0.86% +0.167 pp 0.08% +0.039 pp USD6.83 +54.8% 17 qtrs
27 CAPITAL INTERNATIONAL INVESTORS 4.75M +4.7M (+100.0%) 50.19M +50.2M (+100.0%) 0.84% +0.839 pp 0.01% +0.008 pp USD10.57 +0.0% 1 qtrs NEW
28 NORTHERN TRUST CORP 4.27M -21.4K (-0.5%) 45.16M +10.7M (+31.0%) 0.76% -0.018 pp 0.01% +0.001 pp USD4.46 +137.0% 15 qtrs
29 PERTENTO PARTNERS LLP 4.17M +4.2M (+100.0%) 44.04M +44.0M (+100.0%) 0.74% +0.736 pp 4.14% +4.136 pp USD10.57 +0.0% 1 qtrs NEW
30 MILLENNIUM MANAGEMENT LLC 4.01M +354.7K (+9.7%) 42.42M +13.0M (+44.4%) 0.71% +0.050 pp 0.02% +0.005 pp USD6.97 +51.6% 13 qtrs
31 DRIEHAUS CAPITAL MANAGEMENT LLC 3.86M +3.9M (+100.0%) 40.85M +40.9M (+100.0%) 0.68% +0.683 pp 0.28% +0.278 pp USD10.57 +0.0% 1 qtrs NEW
32 ALTA PARK CAPITAL, LP 3.60M +194.4K (+5.7%) 38.00M +10.7M (+39.2%) 0.64% +0.023 pp 4.57% +2.187 pp USD5.32 +98.7% 9 qtrs
33 UBS GROUP AG 3.51M -1.0M (-22.8%) 37.06M +607.0K (+1.7%) 0.62% -0.198 pp 0.01% +0.000 pp USD7.54 +40.2% 19 qtrs
34 MARSHALL WACE, LLP 3.43M +1.7M (+94.8%) 36.29M +22.1M (+156.5%) 0.61% +0.289 pp 0.03% +0.019 pp USD8.37 +26.3% 13 qtrs
35 GRANAHAN INVESTMENT MANAGEMENT, LLC 3.14M -1.7M (-34.7%) 33.15M -5.4M (-14.1%) 0.55% -0.311 pp 1.42% -0.161 pp USD5.18 +104.1% 9 qtrs
36 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3.09M +814.4K (+35.8%) 32.64M +14.4M (+78.8%) 0.55% +0.136 pp 1.77% +0.765 pp USD11.88 -11.0% 19 qtrs
37 JANE STREET GROUP, LLC 2.95M +2.8M (+1,406.0%) 31.14M +29.6M (+1,882.4%) 0.52% +0.485 pp 0.00% +0.005 pp USD10.35 +2.1% 6 qtrs
38 BNP PARIBAS ARBITRAGE, SNC 2.88M +1.9M (+195.1%) 30.40M +22.6M (+288.4%) 0.51% +0.333 pp 0.01% +0.010 pp USD9.68 +9.2% 5 qtrs
39 MORGAN STANLEY 2.60M -1.6M (-38.5%) 27.44M -6.5M (-19.1%) 0.46% -0.302 pp 0.00% 0.000 pp USD5.73 +84.5% 19 qtrs
40 SENVEST MANAGEMENT, LLC 2.45M +1.9M (+366.5%) 25.89M +21.7M (+514.0%) 0.43% +0.338 pp 0.80% +0.667 pp USD10.03 +5.4% 16 qtrs
41 CAPTION MANAGEMENT, LLC 2.45M +1.5M (+150.0%) 25.86M +18.0M (+229.1%) 0.43% +0.256 pp 0.18% +0.116 pp USD9.55 +10.7% 2 qtrs
42 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 2.30M +681.6K (+42.1%) 24.33M +11.3M (+87.0%) 0.41% +0.115 pp 0.06% +0.023 pp USD8.77 +20.5% 6 qtrs
43 JACOBS LEVY EQUITY MANAGEMENT, INC 2.28M -1.2M (-33.7%) 24.08M -3.5M (-12.7%) 0.40% -0.216 pp 0.09% -0.017 pp USD4.18 +152.9% 17 qtrs
44 CANADA PENSION PLAN INVESTMENT BOARD 2.24M +1.5M (+182.8%) 23.71M +17.3M (+272.2%) 0.40% +0.254 pp 0.02% +0.011 pp USD9.44 +12.0% 5 qtrs
45 THINK INVESTMENTS LP 2.12M -519.8K (-19.7%) 22.39M +1.2M (+5.7%) 0.37% -0.101 pp 2.49% -0.305 pp USD8.03 +31.6% 2 qtrs
46 TWO SIGMA INVESTMENTS, LP 2.08M +1.9M (+830.4%) 21.95M +20.2M (+1,124.6%) 0.37% +0.327 pp 0.03% +0.028 pp USD10.05 +5.2% 17 qtrs
47 NIXON CAPITAL, LLC 2.03M +33.7K (+1.7%) 21.41M +5.4M (+33.9%) 0.36% -0.001 pp 5.65% +0.783 pp USD7.19 +47.0% 6 qtrs
48 CANYON CAPITAL ADVISORS LLC 2.00M +2.0M (+100.0%) 21.15M +21.1M (+100.0%) 0.35% +0.354 pp 2.78% +2.780 pp USD10.57 +0.0% 1 qtrs NEW
49 POINT72 ASSET MANAGEMENT, L.P. 1.96M +1.1M (+135.6%) 20.76M +14.1M (+210.1%) 0.35% +0.197 pp 0.02% +0.012 pp USD8.59 +23.1% 5 qtrs
50 CITADEL ADVISORS LLC 1.94M +1.6M (+402.7%) 20.54M +17.4M (+561.7%) 0.34% +0.274 pp 0.00% +0.003 pp USD9.91 +6.7% 19 qtrs
51 SCHONFELD STRATEGIC ADVISORS LLC 1.92M +1.4M (+303.1%) 20.34M +16.5M (+430.7%) 0.34% +0.254 pp 0.09% +0.068 pp USD9.98 +5.9% 4 qtrs
52 LUXOR CAPITAL GROUP, LP 1.86M -172.3K (-8.5%) 19.71M +3.4M (+20.5%) 0.33% -0.037 pp 1.51% +0.740 pp USD8.03 +31.6% 2 qtrs
53 TIG ADVISORS, LLC 1.84M +1.8M (+4,766.2%) 19.43M +19.1M (+6,305.5%) 0.32% +0.318 pp 0.90% +0.882 pp USD10.52 +0.5% 2 qtrs
54 PSQUARED ASSET MANAGEMENT AG 1.75M +1.8M (+100.0%) 18.51M +18.5M (+100.0%) 0.31% +0.310 pp 8.65% +8.655 pp USD10.57 +0.0% 1 qtrs NEW
55 EMERALD ADVISERS, LLC 1.74M +151.6K (+9.5%) 18.39M +5.6M (+44.2%) 0.31% +0.021 pp 0.57% +0.158 pp USD8.25 +28.1% 2 qtrs
56 NEARWATER CAPITAL MARKETS, LTD 1.72M +1.7M (+100.0%) 18.23M +18.2M (+100.0%) 0.30% +0.305 pp 0.31% +0.312 pp USD10.57 +0.0% 1 qtrs NEW
57 READYSTATE ASSET MANAGEMENT LP 1.70M +1.7M (+100.0%) 17.96M +18.0M (+100.0%) 0.30% +0.300 pp 0.73% +0.728 pp USD10.57 +0.0% 1 qtrs NEW
58 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1.67M +711.6K (+74.6%) 17.60M +9.9M (+129.9%) 0.29% +0.123 pp 0.03% +0.016 pp USD8.11 +30.3% 7 qtrs
59 VOLEON CAPITAL MANAGEMENT LP 1.66M +1.5M (+931.5%) 17.54M +16.2M (+1,257.7%) 0.29% +0.264 pp 0.38% +0.346 pp USD10.32 +2.4% 5 qtrs
60 BANK OF NEW YORK MELLON CORP 1.49M +59.1K (+4.1%) 15.77M +4.3M (+37.1%) 0.26% +0.006 pp 0.00% +0.001 pp USD4.42 +139.1% 15 qtrs
61 VERITION FUND MANAGEMENT LLC 1.43M -837.8K (-37.0%) 15.07M -3.1M (-17.1%) 0.25% -0.156 pp 0.06% -0.016 pp USD4.86 +117.5% 11 qtrs
62 TWO SIGMA ADVISERS, LP 1.41M +1.1M (+385.8%) 14.95M +12.6M (+539.5%) 0.25% +0.198 pp 0.03% +0.024 pp USD9.33 +13.3% 17 qtrs
63 NEW YORK STATE COMMON RETIREMENT FUND 1.35M +265.3K (+24.6%) 14.22M +5.5M (+64.0%) 0.24% +0.043 pp 0.02% +0.008 pp USD8.27 +27.8% 18 qtrs
64 BANK OF AMERICA CORP /DE/ 1.31M -3.9M (-74.8%) 13.88M -28.0M (-66.8%) 0.23% -0.706 pp 0.00% -0.002 pp USD6.60 +60.2% 19 qtrs
65 FRED ALGER MANAGEMENT, LLC 1.27M -3.2M (-71.5%) 13.43M -22.3M (-62.4%) 0.22% -0.577 pp 0.05% -0.086 pp USD8.03 +31.6% 2 qtrs
66 DIVISADERO STREET CAPITAL MANAGEMENT, LP 1.25M +500.0K (+66.7%) 13.21M +7.2M (+119.4%) 0.22% +0.086 pp 0.62% +0.355 pp USD9.05 +16.8% 2 qtrs
67 METAVASI CAPITAL LP 1.19M -570.0K (-32.5%) 12.54M -1.6M (-11.1%) 0.21% -0.107 pp 5.11% +0.849 pp USD5.68 +86.1% 9 qtrs
68 HENNESSY ADVISORS INC 1.16M -75.4K (-6.1%) 12.26M +2.3M (+23.6%) 0.21% -0.018 pp 0.43% +0.092 pp USD6.28 +68.3% 3 qtrs
69 JAIN GLOBAL LLC 1.14M +1.1M (+100.0%) 12.04M +12.0M (+100.0%) 0.20% +0.201 pp 0.06% +0.058 pp USD10.57 +0.0% 1 qtrs NEW
70 LIGHTHOUSE INVESTMENT PARTNERS, LLC 1.11M -1.9M (-63.3%) 11.77M -12.6M (-51.6%) 0.20% -0.349 pp 0.35% -0.385 pp USD7.19 +47.0% 5 qtrs
71 INVESCO LTD. 1.09M +84.6K (+8.4%) 11.48M +3.4M (+42.7%) 0.19% +0.012 pp 0.00% +0.001 pp USD4.93 +114.4% 15 qtrs
72 EMERALD MUTUAL FUND ADVISERS TRUST 1.07M +4.3K (+0.4%) 11.35M +2.8M (+32.2%) 0.19% -0.003 pp 0.55% +0.109 pp USD7.95 +33.0% 6 qtrs
73 ENGLE CAPITAL MANAGEMENT, L.P. 1.06M +550.0K (+107.4%) 11.23M +7.1M (+173.0%) 0.19% +0.096 pp 4.33% +2.882 pp USD9.35 +13.0% 2 qtrs
74 UBS ASSET MANAGEMENT AMERICAS INC 1.05M +22.2K (+2.2%) 11.13M +2.9M (+34.5%) 0.19% +0.000 pp 0.00% +0.001 pp USD5.27 +100.6% 15 qtrs
75 STEAMBOAT CAPITAL PARTNERS, LLC 981.3K +144.7K (+17.3%) 10.37M +3.7M (+54.4%) 0.17% +0.023 pp 2.85% +1.097 pp USD8.40 +25.8% 2 qtrs
76 SWISS NATIONAL BANK 971.4K +61.9K (+6.8%) 10.27M +3.0M (+40.6%) 0.17% +0.008 pp 0.01% +0.002 pp USD4.47 +136.5% 15 qtrs
77 BARRIER CAPITAL MANAGEMENT, LLC 952.1K +952.1K (+100.0%) 10.06M +10.1M (+100.0%) 0.17% +0.168 pp 7.40% +7.404 pp USD10.57 +0.0% 1 qtrs NEW
78 PRINCIPAL FINANCIAL GROUP INC 951.0K +314.0K (+49.3%) 10.05M +4.9M (+96.5%) 0.17% +0.053 pp 0.01% +0.003 pp USD8.72 +21.2% 15 qtrs
79 BARCLAYS PLC 831.3K +190.7K (+29.8%) 8.79M +4.9M (+124.5%) 0.15% +0.032 pp 0.00% +0.001 pp USD7.91 +33.6% 16 qtrs
80 ALLIANZ ASSET MANAGEMENT GMBH 735.2K -9.4K (-1.3%) 7.77M +1.8M (+30.0%) 0.13% -0.004 pp 0.01% +0.001 pp USD8.00 +32.1% 5 qtrs
81 BWCP, LP 674.2K +674.2K (+100.0%) 7.13M +7.1M (+100.0%) 0.12% +0.119 pp 1.18% +1.182 pp USD10.57 +0.0% 1 qtrs NEW
82 HILLSDALE INVESTMENT MANAGEMENT INC. 672.6K -6.4K (-0.9%) 7.11M +1.7M (+30.4%) 0.12% -0.003 pp 0.20% +0.032 pp USD6.15 +71.9% 6 qtrs
83 UNION SQUARE PARK CAPITAL MANAGEMENT, LLC 667.3K -482.1K (-41.9%) 7.05M -2.2M (-23.6%) 0.12% -0.089 pp 3.39% +0.108 pp USD6.77 +56.1% 8 qtrs
84 RHUMBLINE ADVISERS 652.2K -138.9K (-17.6%) 6.89M +541.7K (+8.5%) 0.12% -0.027 pp 0.01% +0.001 pp USD4.84 +118.4% 15 qtrs
85 BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP 639.5K +163.3K (+34.3%) 6.78M +3.0M (+77.0%) 0.11% +0.027 pp 0.51% +0.039 pp USD8.68 +21.8% 2 qtrs
86 BRIGHTON JONES LLC 628.0K +449.0 (+0.1%) 6.64M +1.6M (+31.7%) 0.11% -0.002 pp 0.24% +0.124 pp USD3.65 +189.6% 8 qtrs
87 OSSIAM 612.8K +178.1K (+41.0%) 6.48M +3.0M (+85.6%) 0.11% +0.030 pp 0.13% +0.084 pp USD7.53 +40.4% 3 qtrs
88 WALLEYE CAPITAL LLC 598.4K +598.4K (+100.0%) 6.33M +6.3M (+100.0%) 0.11% +0.106 pp 0.02% +0.019 pp USD10.57 +0.0% 1 qtrs NEW
89 ENGINEERS GATE MANAGER LP 596.0K -1.2M (-67.2%) 6.30M -8.3M (-56.9%) 0.11% -0.222 pp 0.07% -0.093 pp USD6.95 +52.1% 13 qtrs
90 LOMBARD ODIER ASSET MANAGEMENT (USA) CORP 572.0K +572.0K (+100.0%) 6.05M +6.0M (+100.0%) 0.10% +0.101 pp 0.56% +0.562 pp USD10.57 +0.0% 1 qtrs NEW
91 WELLS FARGO & COMPANY/MN 565.9K +249.8K (+79.0%) 5.98M +3.4M (+135.6%) 0.10% +0.043 pp 0.00% +0.001 pp USD7.59 +39.3% 19 qtrs
92 540.2K +540.2K (+100.0%) 5.71M +5.7M (+100.0%) 0.10% +0.096 pp 2.01% +2.011 pp USD10.57 +0.0% 1 qtrs NEW
93 COLONY GROUP, LLC 535.2K -100.5K (-15.8%) 5.66M +538.5K (+10.5%) 0.09% -0.020 pp 0.01% -0.002 pp USD5.87 +80.1% 8 qtrs
94 SUSQUEHANNA INTERNATIONAL GROUP, LLP 534.5K -302.1K (-36.1%) 5.65M -1.1M (-15.9%) 0.09% -0.056 pp 0.00% 0.000 pp USD7.78 +35.9% 19 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.85
Neutral
Ratio by volume
1.30
Neutral
Buys
17
Sells
20
Shares acquired
3.23M
Shares disposed
2.49M
Cash buys
Cash sales
1.00
Net activity
+745,044
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
2026-05-01 Sordello Steven J Director M-Exempt A Class A Common Stock 2,773 0.00 212,069 D
2026-03-23 Wahlers Scott R. Officer M-Exempt D Performance Stock Unit (PSU) 35,460 0.00 35,461 D
2026-03-23 Gustavson Timothy B. Officer A-Award A Restricted Stock Unit (RSU) 36,787 0.00 36,787 D
2026-03-23 Glass Ethan Charles Officer A-Award A Restricted Stock Unit (RSU) 156,959 0.00 156,959 D
2026-03-16 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 36,895 0.00 267,488 D
2026-03-16 Glass Ethan Charles Officer M-Exempt D Restricted Stock Unit (RSU) 38,150 0.00 534,100 D
2026-03-03 Leinwand Allan Director G-Gift A Class A Common Stock 30,296 0.00 146,352 I
2026-03-02 Gustavson Timothy B. Officer Class A Common Stock 0 0.00 27,334 D
2026-02-04 Reffkin Robert L. Director / Officer M-Exempt A Class A Common Stock 1,154,593 0.00 1,154,593 D
2026-02-02 Sordello Steven J Director M-Exempt D Restricted Stock Unit (RSU) 2,773 0.00 2,773 D
2026-01-07 Wahlers Scott R. Officer S-Sale D Class A Common Stock 99,986 12.03 1.20M 250,073 D
2026-01-06 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 49,936 0.00 0 D
2026-01-06 Glass Ethan Charles Officer F-InKind D Class A Common Stock 51,859 10.83 561.6K 49,873 D
2026-01-01 Reffkin Robert L. Director / Officer A-Award A Restricted Stock Unit (RSU) 1,101,954 0.00 1,101,954 D
2026-01-01 Glass Ethan Charles Officer No securities beneficially owned. 0 0.00 0 D
2025-12-17 Wahlers Scott R. Officer S-Sale D Class A Common Stock 26,600 11.00 292.6K 313,625 D
2025-12-12 Wahlers Scott R. Officer S-Sale D Class A Common Stock 23,500 11.00 258.6K 340,225 D
2025-12-03 Sordello Steven J Director M-Exempt D Restricted Stock Unit (RSU) 2,773 0.00 5,546 D
2025-11-25 Wahlers Scott R. Officer S-Sale D Class A Common Stock 49,900 11.00 549.0K 363,725 D
2025-11-25 Serwin Bradley K Officer S-Sale D Class A Common Stock 20,953 11.00 230.5K 258,712 D
2025-11-24 Serwin Bradley K Officer S-Sale D Class A Common Stock 20,952 10.50 220.0K 279,665 D
2025-11-21 Serwin Bradley K Officer S-Sale D Class A Common Stock 13,969 10.00 139.7K 300,617 D
2025-11-12 Serwin Bradley K Officer S-Sale D Class A Common Stock 904 9.50 8.6K 314,586 D
2025-11-11 Serwin Bradley K Officer S-Sale D Class A Common Stock 903 9.00 8.1K 315,490 D
2025-10-03 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 49,936 0.00 49,936 D
2025-10-03 Serwin Bradley K Officer M-Exempt D Restricted Stock Unit (RSU) 27,482 0.00 54,965 D
2025-09-08 McCarter Josh N. Director G-Gift A Class A Common Stock 182,159 0.00 182,159 I
2025-09-04 Wahlers Scott R. Officer F-InKind D Class A Common Stock 11,586 9.35 108.3K 389,182 D
2025-09-04 Sordello Steven J Director M-Exempt D Restricted Stock Unit (RSU) 2,773 0.00 8,319 D
2025-09-04 Serwin Bradley K Officer F-InKind D Class A Common Stock 21,609 9.35 202.0K 273,165 D
2025-08-25 Wahlers Scott R. Officer A-Award A Restricted Stock Unit (RSU) 316,724 0.00 316,724 D
2025-08-25 Serwin Bradley K Officer S-Sale D Class A Common Stock 13,065 9.50 124.1K 252,221 D
2025-08-22 Serwin Bradley K Officer S-Sale D Class A Common Stock 13,064 9.00 117.6K 265,286 D
2025-08-05 Leinwand Allan Director G-Gift A Class A Common Stock 116,056 0.00 116,056 I
2025-07-03 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 49,936 0.00 99,872 D
2025-07-03 Serwin Bradley K Officer M-Exempt D Restricted Stock Unit (RSU) 14,757 0.00 44,274 D
2025-07-03 Reelitz Kalani Officer M-Exempt D Restricted Stock Unit (RSU) 51,529 0.00 154,588 D
2025-06-04 Williams Dawanna Director M-Exempt D Restricted Stock Unit (RSU) 57,310 0.00 0 D
2025-06-04 Thomas-Graham Pamela Director M-Exempt D Restricted Stock Unit (RSU) 57,310 0.00 0 D
2025-06-04 Sordello Steven J Director M-Exempt A Class A Common Stock 57,310 0.00 200,977 D
2025-06-04 Reelitz Kalani Officer M-Exempt A Class A Common Stock 100,000 0.00 818,901 D
2025-06-04 PHILLIPS JR CHARLES E Director M-Exempt A Class A Common Stock 57,310 0.00 201,354 D
2025-06-04 McCarter Josh N. Director M-Exempt A Class A Common Stock 57,310 0.00 182,159 D
2025-06-04 Martell Frank Director M-Exempt A Class A Common Stock 57,310 0.00 182,945 D
2025-06-04 Leinwand Allan Director M-Exempt A Class A Common Stock 57,310 0.00 146,352 D
2025-05-22 Williams Dawanna Director A-Award A Restricted Stock Unit (RSU) 35,288 0.00 35,288 D
2025-05-22 Thomas-Graham Pamela Director A-Award A Restricted Stock Unit (RSU) 35,288 0.00 35,288 D
2025-05-22 Sordello Steven J Director A-Award A Restricted Stock Unit (RSU) 35,288 0.00 35,288 D
2025-05-22 PHILLIPS JR CHARLES E Director A-Award A Restricted Stock Unit (RSU) 35,288 0.00 35,288 D
2025-05-22 McCarter Josh N. Director A-Award A Restricted Stock Unit (RSU) 35,288 0.00 35,288 D
2025-05-22 Martell Frank Director A-Award A Restricted Stock Unit (RSU) 35,288 0.00 35,288 D
2025-05-22 Leinwand Allan Director A-Award A Restricted Stock Unit (RSU) 35,288 0.00 35,288 D
2025-05-09 Wahlers Scott R. Officer A-Award A Restricted Stock Unit (RSU) 304,383 0.00 304,383 D
2025-05-09 Serwin Bradley K Officer A-Award A Restricted Stock Unit (RSU) 219,859 0.00 219,859 D
2025-05-09 Reelitz Kalani Officer A-Award A Restricted Stock Unit (RSU) 412,236 0.00 412,236 D
2025-04-03 Wahlers Scott R. Officer F-InKind D Class A Common Stock 25,493 8.43 214.9K 353,630 D
2025-04-03 Serwin Bradley K Officer F-InKind D Class A Common Stock 13,956 8.43 117.6K 235,122 D
2025-04-03 Reelitz Kalani Officer F-InKind D Class A Common Stock 22,828 8.43 192.4K 718,901 D
2025-03-24 Serwin Bradley K Officer A-Award A Restricted Stock Unit (RSU) 135,146 0.00 135,146 D
2025-03-24 SVF Excalibur (Cayman) Ltd 10% Owner S-Sale D Class A Common Stock 10,000,000 9.15 91.50M 48,070,273 I
2025-03-24 Reelitz Kalani Officer A-Award A Restricted Stock Unit (RSU) 206,117 0.00 206,117 D
2025-03-22 Wahlers Scott R. Officer A-Award A Performance Stock Unit (PSU) 45,390 0.00 45,390 D
2025-03-22 Serwin Bradley K Officer A-Award A Performance Stock Unit (PSU) 85,106 0.00 85,106 D
2025-03-22 Reelitz Kalani Officer A-Award A Performance Stock Unit (PSU) 113,475 0.00 113,475 D
2025-03-17 Serwin Bradley K Officer A-Award A Restricted Stock Unit (RSU) 59,031 0.00 59,031 D
2025-03-05 Reelitz Kalani Officer M-Exempt A Class A Common Stock 100,000 0.00 734,499 D
2025-02-19 Wahlers Scott R. Officer S-Sale D Class A Common Stock 150,000 8.77 1.32M 429,187 D
2025-02-19 Thomas-Graham Pamela Director M-Exempt A Class A Common Stock 26,872 6.44 173.1K 129,673 D
2025-02-19 Serwin Bradley K Officer S-Sale D Class A Common Stock 13,650 10.00 136.5K 221,595 D
2025-02-19 Reffkin Robert L. Director / Officer A-Award A Class A Common Stock 1,636,354 0.00 2,000,000 D
2025-02-19 Leinwand Allan Director S-Sale D Class A Common Stock 10,098 10.00 101.0K 89,042 D
2025-02-14 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 775,490 7.91 6.13M 363,646 D
2025-02-11 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 224,510 7.90 1.77M 1,139,136 D
2025-02-05 Reffkin Robert L. Director / Officer M-Exempt A Class A Common Stock 814,627 0.00 1,814,627 D
2025-01-27 Wahlers Scott R. Officer A-Award A Restricted Stock Unit (RSU) 199,744 0.00 199,744 D
2025-01-23 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 491,454 6.90 3.39M 1,000,000 D
2025-01-22 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 465,829 6.91 3.22M 1,491,454 D
2025-01-17 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 42,717 6.90 294.9K 1,957,283 D
2025-01-15 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 141,061 6.27 884.1K 2,000,000 D
2025-01-07 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 4,730 5.90 27.9K 2,141,061 D
2025-01-06 Wahlers Scott R. Officer M-Exempt A Class A Common Stock 91,268 0.00 627,405 D
2025-01-06 Serwin Bradley K Officer M-Exempt D Restricted Stock Unit (RSU) 27,482 0.00 27,483 D
2025-01-06 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 804,893 5.91 4.76M 2,145,791 D
2025-01-06 Reelitz Kalani Officer F-InKind D Class A Common Stock 24,392 5.83 142.2K 634,499 D
2025-01-02 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 49,316 5.91 291.2K 2,950,684 D
2025-01-01 Reffkin Robert L. Director / Officer A-Award A Restricted Stock Unit (RSU) 1,359,865 0.00 1,359,865 D
2024-12-18 Reffkin Robert L. Director / Officer D-Return D Class C Common Stock 3,000,000 0.00 7,633,787 D
2024-12-17 SVF Excalibur (Cayman) Ltd 10% Owner S-Sale D Class A Common Stock 10,000,000 6.33 63.30M 58,070,273 I
2024-12-04 Reelitz Kalani Officer F-InKind D Class A Common Stock 44,300 7.12 315.4K 607,362 D
2024-11-19 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 653,444 6.20 4.05M 0 D
2024-11-18 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 496,302 6.18 3.07M 653,444 D
2024-11-14 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 245,856 6.92 1.70M 1,149,746 D
2024-11-11 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 182,348 6.91 1.26M 1,395,602 D
2024-11-07 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 199,983 6.91 1.38M 1,577,950 D
2024-11-06 Reffkin Robert L. Director / Officer D-Return D Class C Common Stock 1,000,000 0.00 10,633,787 D
2024-11-05 Wahlers Scott R. Officer M-Exempt A Class A Common Stock 2,710 0.00 537,521 D
2024-11-05 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 113,673 6.91 785.2K 833,826 D
2024-11-04 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 52,501 6.90 362.4K 947,499 D
2024-10-03 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 91,268 0.00 91,268 D
2024-10-03 Serwin Bradley K Officer F-InKind D Class A Common Stock 13,928 6.09 84.8K 346,997 D
2024-10-03 Reelitz Kalani Officer F-InKind D Class A Common Stock 22,828 6.09 139.0K 551,662 D
2024-09-13 Thomas-Graham Pamela Director S-Sale D Class A Common Stock 8,111 6.03 48.9K 102,801
2024-09-13 SVF Excalibur (Cayman) Ltd 10% Owner S-Sale D Class A Common Stock 7,500,000 6.24 46.80M 68,070,273
2024-09-13 Reffkin Robert L. Director / Officer D-Return D Class C Common Stock 1,000,000 0.00 11,633,787
2024-09-12 Thomas-Graham Pamela Director S-Sale D Class A Common Stock 700 6.02 4.2K 110,912
2024-09-10 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 239,219 5.92 1.42M 0
2024-09-09 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 705,083 5.92 4.18M 239,219
2024-09-05 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 2,700 0.00 5,410
2024-09-05 Reelitz Kalani Officer F-InKind D Class A Common Stock 44,300 5.28 233.9K 522,961
2024-08-26 Reffkin Robert L. Director / Officer D-Return D Class C Common Stock 1,000,000 0.00 12,633,787
2024-08-23 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 814,302 4.91 4.00M 0
2024-08-20 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 21,184 4.90 103.8K 814,302
2024-08-19 Reffkin Robert L. Director / Officer D-Return D Class C Common Stock 1,000,000 0.00 13,633,787
2024-08-13 Reffkin Robert L. Director / Officer A-Award A Class A Common Stock 578,850 0.00 972,336
2024-08-12 Reffkin Robert L. Director / Officer S-Sale D Class A Common Stock 500,000 4.16 2.08M 7,828,116
2024-08-05 Wahlers Scott R. Officer M-Exempt A Class A Common Stock 2,700 0.00 488,873
2024-07-03 Williams Dawanna Director M-Exempt A Class A Common Stock 58,746 0.00 110,419
2024-07-03 Wahlers Scott R. Officer M-Exempt A Class A Common Stock 93,967 0.00 534,144
2024-07-03 Thomas-Graham Pamela Director M-Exempt D Restricted Stock Unit (RSU) 58,746 0.00 0
2024-07-03 Sordello Steven J Director M-Exempt D Restricted Stock Unit (RSU) 4,392 0.00 0
2024-07-03 Serwin Bradley K Officer M-Exempt D Restricted Stock Unit (RSU) 27,482 0.00 82,447
2024-07-03 Reelitz Kalani Officer M-Exempt A Class A Common Stock 51,529 0.00 490,089
2024-07-03 PHILLIPS JR CHARLES E Director M-Exempt A Class A Common Stock 66,854 0.00 144,044
2024-07-03 McCarter Josh N. Director M-Exempt A Class A Common Stock 62,462 0.00 124,849
2024-07-03 Martell Frank Director M-Exempt D Restricted Stock Unit (RSU) 58,746 0.00 0
2024-07-03 Leinwand Allan Director M-Exempt D Restricted Stock Unit (RSU) 58,746 0.00 0
2024-07-03 HOUSENBOLD JEFFREY T Director M-Exempt A Class A Common Stock 62,631 0.00 127,152
2024-06-05 Williams Dawanna Director A-Award A Restricted Stock Unit (RSU) 57,310 0.00 57,310
2024-06-05 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 2,700 0.00 13,510
2024-06-05 Thomas-Graham Pamela Director A-Award A Restricted Stock Unit (RSU) 57,310 0.00 57,310
2024-06-05 Sordello Steven J Director A-Award A Restricted Stock Unit (RSU) 57,310 0.00 57,310
2024-06-05 Reelitz Kalani Officer F-InKind D Class A Common Stock 44,300 3.71 164.4K 438,560
2024-06-05 PHILLIPS JR CHARLES E Director A-Award A Restricted Stock Unit (RSU) 57,310 0.00 57,310
2024-06-05 McCarter Josh N. Director A-Award A Restricted Stock Unit (RSU) 57,310 0.00 57,310
2024-06-05 Martell Frank Director A-Award A Restricted Stock Unit (RSU) 57,310 0.00 57,310
2024-06-05 Leinwand Allan Director A-Award A Restricted Stock Unit (RSU) 57,310 0.00 57,310
2024-05-16 SVF Excalibur (Cayman) Ltd 10% Owner S-Sale D Class A Common Stock 16,900,000 4.30 72.67M 75,570,273
2024-05-03 Wahlers Scott R. Officer F-InKind D Class A Common Stock 1,379 3.37 4.6K 438,856
2024-04-02 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 3,379 0.00 0
2024-04-02 Sordello Steven J Director M-Exempt D Restricted Stock Unit (RSU) 4,392 0.00 4,392
2024-04-02 Serwin Bradley K Officer M-Exempt D Restricted Stock Unit (RSU) 11,826 0.00 0
2024-04-02 Reelitz Kalani Officer M-Exempt D Restricted Stock Unit (RSU) 3,379 0.00 0
2024-04-02 PHILLIPS JR CHARLES E Director M-Exempt D Restricted Stock Unit (RSU) 8,108 0.00 8,108
2024-04-02 McCarter Josh N. Director M-Exempt D Restricted Stock Unit (RSU) 3,716 0.00 3,716
2024-04-02 HOUSENBOLD JEFFREY T Director M-Exempt D Restricted Stock Unit (RSU) 3,885 0.00 3,885
2024-03-17 Serwin Bradley K Officer A-Award A Restricted Stock Unit (RSU) 109,929 0.00 109,929
2024-03-17 Reelitz Kalani Officer A-Award A Restricted Stock Unit (RSU) 206,117 0.00 206,117
2024-03-04 Wahlers Scott R. Officer M-Exempt A Class A Common Stock 2,700 0.00 389,197
2024-03-04 Reelitz Kalani Officer M-Exempt D Restricted Stock Unit (RSU) 100,000 0.00 1,100,000
2024-02-05 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 2,700 0.00 24,310
2024-01-29 Wahlers Scott R. Officer A-Award A Restricted Stock Unit (RSU) 365,070 0.00 365,070
2024-01-09 SVF Excalibur (Cayman) Ltd 10% Owner S-Sale D Class A Common Stock 10,000,000 3.66 36.60M 92,470,273
2024-01-03 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 4,223 0.00 4,224
2024-01-03 Sordello Steven J Director M-Exempt D Restricted Stock Unit (RSU) 4,392 0.00 8,784
2024-01-03 Serwin Bradley K Officer M-Exempt D Restricted Stock Unit (RSU) 33,787 0.00 33,787
2024-01-03 Reffkin Robert L. Director / Officer A-Award A Class C Common Stock 77,493 0.00 15,212,637
2024-01-03 Reelitz Kalani Officer M-Exempt A Class A Common Stock 3,379 0.00 328,156
2024-01-03 PHILLIPS JR CHARLES E Director M-Exempt A Class A Common Stock 8,108 0.00 69,082
2024-01-03 McCarter Josh N. Director M-Exempt A Class A Common Stock 3,716 0.00 58,671
2024-01-03 HOUSENBOLD JEFFREY T Director M-Exempt D Restricted Stock Unit (RSU) 3,885 0.00 7,770
2024-01-01 Reffkin Robert L. Director / Officer A-Award A Restricted Stock Unit (RSU) 3,258,508 0.00 3,258,508
2023-12-27 Reffkin Robert L. Director / Officer D-Return D Restricted Stock Unit (RSU) 8,611,810 0.00 0
2023-12-14 SVF Excalibur (Cayman) Ltd 10% Owner S-Sale D Class A Common Stock 14,895,000 2.66 39.62M 102,470,273
2023-12-05 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 670 0.00 1,360
2023-12-05 Reffkin Robert L. Director / Officer D-Return D Class A Common Stock 80,196 0.00 421,150
2023-12-05 Reelitz Kalani Officer M-Exempt D Restricted Stock Unit (RSU) 20,000 0.00 0
2023-12-05 Hart Gregory M. Officer F-InKind D Class A Common Stock 6,800 2.56 17.4K 882,679
2023-12-01 Hart Gregory M. Officer S-Sale D Class A Common Stock 24,604 2.39 58.8K 872,199
2023-11-03 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 2,710 0.00 32,410
2023-11-03 Reffkin Robert L. Director / Officer M-Exempt D Restricted Stock Unit (RSU) 179,410 0.00 358,830
2023-11-01 Hart Gregory M. Officer S-Sale D Class A Common Stock 24,604 1.89 46.4K 896,803
2023-10-03 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 4,223 0.00 8,447
2023-10-03 Sordello Steven J Director M-Exempt D Restricted Stock Unit (RSU) 4,391 0.00 13,176
2023-10-03 Serwin Bradley K Officer M-Exempt D Restricted Stock Unit (RSU) 33,786 0.00 67,574
2023-10-03 Reffkin Robert L. Director / Officer D-Return D Class A Common Stock 80,200 0.00 421,150
2023-10-03 Reelitz Kalani Officer M-Exempt D Restricted Stock Unit (RSU) 3,378 0.00 6,758
2023-10-03 PHILLIPS JR CHARLES E Director M-Exempt D Restricted Stock Unit (RSU) 8,108 0.00 24,324
2023-10-03 McCarter Josh N. Director M-Exempt D Restricted Stock Unit (RSU) 3,716 0.00 11,148
2023-10-03 Hart Gregory M. Officer M-Exempt D Restricted Stock Unit (RSU) 11,825 0.00 23,651
2023-10-03 HOUSENBOLD JEFFREY T Director M-Exempt A Class A Common Stock 3,885 0.00 56,751
2023-10-02 Hart Gregory M. Officer S-Sale D Class A Common Stock 24,604 2.82 69.4K 750,065
2023-09-05 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 680 0.00 3,380
2023-09-05 Reffkin Robert L. Director / Officer D-Return D Class A Common Stock 80,196 0.00 421,150
2023-09-05 Reelitz Kalani Officer M-Exempt D Restricted Stock Unit (RSU) 20,000 0.00 20,000
2023-09-05 Hart Gregory M. Officer F-InKind D Class A Common Stock 27,165 3.62 98.3K 774,669
2023-09-01 Hart Gregory M. Officer S-Sale D Class A Common Stock 49,208 3.60 177.3K 757,406
2023-08-11 Hart Gregory M. Officer S-Sale D Class A Common Stock 40,144 3.67 147.3K 806,614
2023-08-03 Wahlers Scott R. Officer M-Exempt A Class A Common Stock 3,370 0.00 267,848
2023-08-03 Reffkin Robert L. Director / Officer D-Return D Class A Common Stock 80,196 0.00 421,150
2023-08-03 Hart Gregory M. Officer F-InKind D Class A Common Stock 6,804 4.35 29.6K 846,758
2023-07-06 Williams Dawanna Director M-Exempt A Class A Common Stock 47,223 0.00 51,673
2023-07-06 Wahlers Scott R. Officer M-Exempt D Restricted Stock Unit (RSU) 4,223 0.00 12,670
2023-07-06 Thomas-Graham Pamela Director M-Exempt A Class A Common Stock 40,394 0.00 52,866
2023-07-06 Sordello Steven J Director M-Exempt D Restricted Stock Unit (RSU) 40,394 0.00 0
2023-07-06 Serwin Bradley K Officer M-Exempt D Restricted Stock Unit (RSU) 33,786 0.00 101,360
2023-07-06 Reffkin Robert L. Director / Officer A-Award A Class C Common Stock 80,196 0.00 14,734,160
2023-07-06 Reelitz Kalani Officer M-Exempt A Class A Common Stock 3,378 0.00 30,598
2023-07-06 PHILLIPS JR CHARLES E Director M-Exempt D Restricted Stock Unit (RSU) 40,394 0.00 0
2023-07-06 McCarter Josh N. Director M-Exempt D Restricted Stock Unit (RSU) 40,394 0.00 0
2023-07-06 Martell Frank Director M-Exempt A Class A Common Stock 40,394 0.00 66,889

Executive team

Top executives
EBIT / Employee
-19.8K
Shares Outstanding
562.14M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Robert Reffkin Chief Executive Officer 900.0K 450.0K 7.96M 1.35M 1.3K 10.66M 74.65%
2 2025 Bradley Serwin Former General Counsel & Corporate Secretary 456.9K 7.36M 1.38M 1.08M 10.28M 85.02%
3 2025 Kalani Reelitz Former Chief Financial Officer 336.5K 7.52M 1.3K 7.86M 95.70%
4 2025 Scott Wahlers Chief Financial Officer 444.8K 162.2K 6.76M 486.7K 1.3K 7.86M 86.06%
5 2024 Robert Reffkin Chief Executive Officer 900.0K 450.0K 12.25M 1.35M 14.95M 81.94%
6 2024 Kalani Reelitz Former Chief Financial Officer 489.6K 250.0K 603.9K 750.0K 2.09M 28.85%
7 2024 Kalani Reelitz Chief Financial Officer 489.6K 250.0K 603.9K 750.0K 2.09M 28.85%
8 2024 Bradley Serwin General Counsel & Corporate Secretary 450.0K 100.0K 322.1K 300.0K 1.17M 27.48%
9 2024 Bradley Serwin Former General Counsel & Corporate Secretary 450.0K 100.0K 322.1K 300.0K 1.17M 27.48%
10 2023 Robert Reffkin Chief Executive Officer 500.0K 7.10M 78.3K 7.68M 0.00%
11 2023 Greg Hart Former Chief Operating Officer 424.0K 4.03M 1.16M 746.4K 6.36M 81.59%
12 2023 Bradley Serwin General Counsel & Corporate Secretary 450.0K 75.0K 1.09M 1.61M 67.44%
13 2023 Bradley Serwin Former General Counsel & Corporate Secretary 450.0K 75.0K 1.09M 1.61M 67.44%
14 2023 Kalani Reelitz Former Chief Financial Officer 450.0K 100.0K 387.0K 937.0K 41.30%
15 2023 Kalani Reelitz Chief Financial Officer 450.0K 100.0K 387.0K 937.0K 41.30%
16 2022 Greg Hart Former Chief Operating Officer 442.3K 1.63M 2.30M 4.37M 52.67%
17 2022 Greg Hart Chief Operating Officer 442.3K 1.63M 2.30M 4.37M 52.67%
18 2022 Kristen Ankerbrandt Former Chief Financial Officer 291.3K 1.80M 975.1K 1.00M 4.07M 68.14%
19 2022 Kalani Reelitz Chief Financial Officer 58.8K 50.0K 3.53M 3.64M 97.01%
20 2022 Joseph Sirosh Former Chief Technology Officer 294.2K 1.07M 1.36M 2.73M 39.32%
21 2022 Neda Navab President, US, Regional Operations 375.0K 1.77M 279.1K 2.43M 73.04%
22 2022 Priyanka Singh Former Chief People Officer 417.3K 537.0K 661.7K 1.62M 33.23%
23 2022 Danielle Wilkie President, Customer Success 360.0K 899.3K 1.26M 71.41%
24 2022 Robert Reffkin Chief Executive Officer 400.0K 11.2K 411.2K 0.00%
25 2021 Robert Reffkin Chief Executive Officer 400.0K 130.0K 89.15M 233.8K 89.92M 99.15%
26 2021 Greg Hart Former Chief Operating Officer 400.0K 3.10M 3.50M 0.00%
27 2021 Greg Hart Chief Operating Officer 400.0K 3.10M 3.50M 0.00%
28 2021 Neda Navab President, US, Regional Operations 310.0K 2.28M 297.3K 2.89M 78.95%
29 2021 Priyanka Singh Former Chief People Officer 265.8K 290.5K 2.28M 2.84M 80.39%
30 2021 Joseph Sirosh Former Chief Technology Officer 450.0K 200.0K 600.3K 0.00%
31 2021 Kristen Ankerbrandt Former Chief Financial Officer 375.0K 175.0K 550.0K 0.00%
32 2020 Robert Reffkin Chief Executive Officer 126.4K 68.86M 348.7K 69.33M 99.31%
33 2020 Greg Hart Chief Operating Officer 237.9K 1.45M 7.02M 4.95M 13.65M 87.64%
34 2020 Kristen Ankerbrandt Former Chief Financial Officer 320.3K 2.18M 7.62M 10.12M 75.33%
35 2020 Joseph Sirosh Former Chief Technology Officer 379.7K 150.3K 31.1K 5.00M 5.56M 90.48%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-03 DEFA14A
2026-04-03 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 4
2026-04-29 SC 13G
2026-04-17 8-K
2026-04-03 DEFA14A
2026-04-03 DEF 14A
2026-04-03 ARS
2026-03-26 SC 13G/A
2026-03-25 4
2026-03-25 4

Executive team

NameTitleCompensationGender
Robert L. Reffkin Founder, Chairman & Chief Executive Officer 3M male
Scott R. Wahlers CFO & Principal Financial Officer 2M male
Jason Pashia Managing Director of Missouri & Kansas
Ori Allon Co-Founder & Chief Strategist male
Ethan Glass Corporate Secretary & Chief Legal Officer male
Soham Jairaj Bhonsle Head of Investor Relations male
Timothy Gustavson Chief Accounting Officer & Principal Accounting Officer male
ESG Rating
B+
SOFTWARE - APPLICATION
2026
E (Environmental)
99.8 / 66.0
Company / Sector avg.
S (Social)
79.5 / 69.5
Company / Sector avg.
G (Governance)
73.9 / 67.5
Company / Sector avg.
ESG Total
84.4 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
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