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Cerence Inc. (CRNC)

USD10.28 +0.04 (+0.39%)
US NASDAQ Technology Software - Application
Address 15 Wayside Road 1803
Burlington, MA, US
CEO Brian Matthew Krzanich
IPO 2019-09-16
CIK 1768267 ISIN US1567271093

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Also trades on Deutsche Börse · 0S6.DE (EUR) Frankfurt Stock Exchange · 0S6.F (EUR) NASDAQ Global Select · CRNC (USD)
Description

Cerence Inc. specializes in developing and providing AI-driven virtual assistants tailored for the global mobility and transportation industry. The company's diverse portfolio includes both embedded (edge) software components and cloud-based solutions, along with relevant development toolkits, applications, and professional services to facilitate virtual assistant coexistence. These offerings are powered by sophisticated conversational artificial intelligence technologies, encompassing capabilities such as advanced speech recognition, natural language understanding, speech signal enhancement, text-to-speech functionalities, and acoustic modeling. Cerence Inc. is headquartered in Burlington, Massachusetts.

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
USD10.28 +0.04 (+0.39%)
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Volume Profile
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Liquidity & share structure
Average Volume
998.8K
Beta
2.99
Float Shares
43.64M
Free Float %
96.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.66% +1.02% +31.13% +20.34% +16.39% -7.02% -2.26% -58.86% -87.92% -61.02% -61.02%
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 (13 ratings, all time) Hold
Price Targets & DCF
Current price
10.28
Low 8.00 -22.2%
Consensus 8.00 -22.2%
Median 8.00 -22.2%
High 8.00 -22.2%
Ratings Trend (MoM) 20% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
8.00
-22.2%
Last Year 2
9.50
-7.6%
All Time 7
21.61
+110.2%
Quality scores
Altman Z-Score
-0.73
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 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
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    -24.1% Q1'26: -17.7% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +97.0% Q1'26: -92.2% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    +7.1% Q1'26: +21.2% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    +0.6% Q1'26: -2.3% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    +0.5% Q1'26: -1.5% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +3.7% Q1'26: -9.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    19.27× Q1'26: 36.34× (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 (2.89) × ERP
WACC = 66% × Ke + 34% × Kd (4.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 10.28
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
3 Rev. Ana.
2 EPS Ana.
Sep 2027
3 Rev. Ana.
1 EPS Ana.
Sep 2028
2 Rev. Ana.
1 EPS Ana.
Revenue
303.32M
est: 305.80M (-0.8%)
330.97M
est: 318.37M (+4.0%)
387.18M
est: 388.10M (-0.2%)
327.89M
est: 325.84M (+0.6%)
294.48M
est: 348.58M (-15.5%)
331.50M
est: 324.41M (+2.2%)
251.78M
est: 246.38M (+2.2%)
315.29M
314.27M – 316.30M
+28.0% YoY
292.22M
285.89M – 300.69M
-7.3% YoY
283.25M
282.70M – 283.80M
-3.1% YoY
EBITDA
40.05M
est: -74.82M (+153.5%)
29.74M
est: 25.12M (+18.4%)
91.93M
est: 88.07M (+4.4%)
-160.42M
est: 67.34M (-338.2%)
-5.58M
est: -85.28M (+93.5%)
-561.43M
est: -79.37M (-607.4%)
11.95M
est: -60.28M (+119.8%)
-77.14M
-77.39M – -76.89M
-28.0% YoY
-71.49M
-73.57M – -69.95M
+7.3% YoY
-69.30M
-69.43M – -69.17M
+3.1% YoY
EBIT
11.18M
est: -89.86M (+112.4%)
-303.0K
est: 33.70M (-100.9%)
62.27M
est: 54.25M (+14.8%)
-184.36M
est: 53.95M (-441.7%)
-21.62M
est: -102.43M (+78.9%)
-572.06M
est: -95.33M (-500.1%)
1.40M
est: -72.40M (+101.9%)
-92.65M
-92.95M – -92.35M
-28.0% YoY
-85.87M
-88.36M – -84.01M
+7.3% YoY
-83.23M
-83.40M – -83.07M
+3.1% YoY
Net Income
100.27M
est: 78.16M (+28.3%)
-18.32M
est: -20.83M (+12.1%)
45.89M
est: 36.16M (+26.9%)
-310.83M
est: -71.60M (-334.1%)
-56.25M
est: -300.42M (+81.3%)
-588.08M
est: 39.23M (-1,599.0%)
-18.71M
est: 16.92M (-210.6%)
31.55M
30.86M – 32.24M
+86.5% YoY
34.28M
33.15M – 35.40M
+8.6% YoY
33.62M
32.52M – 34.73M
-1.9% YoY
SGA
60.53M
est: 77.44M (-21.8%)
82.78M
est: 109.65M (-24.5%)
95.66M
est: 71.22M (+34.3%)
73.75M
est: 80.50M (-8.4%)
85.41M
est: 88.27M (-3.2%)
74.19M
est: 82.15M (-9.7%)
70.59M
est: 62.39M (+13.1%)
79.84M
79.58M – 80.10M
+28.0% YoY
74.00M
72.40M – 76.15M
-7.3% YoY
71.73M
71.59M – 71.87M
-3.1% YoY
EPS
2.75
est: 1.81 (+51.9%)
-0.57
est: 1.30 (-143.8%)
1.22
est: 2.45 (-50.2%)
-7.93
est: 1.15 (-788.0%)
-1.40
est: -6.90 (+79.7%)
-14.12
est: 0.91 (-1,654.1%)
-0.43
est: 0.39 (-210.3%)
0.74
0.71 – 0.75
+88.7% YoY
0.79
0.77 – 0.82
+7.3% YoY
0.78
0.75 – 0.80
-1.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-05-06 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-05-05 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-05-04 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-05-01 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-04-30 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-04-29 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-04-28 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-04-27 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-04-24 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-04-23 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-04-22 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-04-21 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-04-20 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-04-17 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5
2026-04-16 C 2/5 1/5 2/5 3/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
81.74M
OE per share TTM
1.83
Owner's Yield
17.20%
Maintenance CapEx ratio
143.80%
Maint CapEx / Avg PPE
13.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
37
Total invested
8.24M
Insider transactions (90d)
0
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 6.62M 16.80% 6.56M 6.62M HC Delaware 2022-07-08
2 The Vanguard Group - 23-1945930 4.20M 10.72% 76.0K 111.0K IA Pennsylvania 2022-04-08
3 American Capital Management, Inc. 3.88M 9.30% 1.67M 3.88M IA New York 2024-08-14
4 Clearbridge Investments, LLC01-0846058 2.92M 8.03% 2.86M 2.92M IA Delaware 2020-02-14
5 Financial, Inc. 2.77M 7.35% 2.71M 2.77M HC 2021-02-12
6 Management Investment Advisers, LLC 2.72M 7.23% 2.67M 2.72M IA 2021-02-12
7 No. of Above Person 2.33M 5.94% 2.30M 2.33M IA Delaware 2022-02-14
8 Cooper Creek Partners Management LLC 2.05M 5.12% 2.05M 2.05M OO Delaware 2023-02-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
37
-173 vs prev Q
New positions
10
Closed positions
172
Increased
21
Reduced
5
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 BLACKROCK, INC. 3.85M +85.7K (+2.3%) 41.12M -5.7M (-12.3%) 8.56% -0.136 pp 0.00% 0.000 pp USD4.58 +133.4% 6 qtrs
2 VANGUARD GROUP INC 3.35M -108.3K (-3.1%) 35.82M -7.3M (-16.9%) 7.45% -0.542 pp 0.00% 0.000 pp USD28.58 -62.6% 25 qtrs
3 AMERICAN CAPITAL MANAGEMENT INC 2.66M -23.9K (-0.9%) 28.38M -5.0M (-15.0%) 5.91% -0.286 pp 1.25% -0.078 pp USD11.50 -7.0% 17 qtrs
4 PARADIGM CAPITAL MANAGEMENT INC/NY 2.03M -14.9K (-0.7%) 21.66M -3.8M (-14.8%) 4.51% -0.211 pp 0.91% -0.191 pp USD12.02 -11.1% 25 qtrs
5 NO STREET GP LP 1.40M +400.0K (+40.0%) 14.97M +2.5M (+20.1%) 3.11% +0.803 pp 1.01% +0.189 pp USD8.80 +21.5% 4 qtrs
6 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 1.34M -138.6K (-9.4%) 14.30M -4.1M (-22.3%) 2.97% -0.437 pp 0.04% -0.020 pp USD9.75 +9.6% 12 qtrs
7 DIMENSIONAL FUND ADVISORS LP 1.30M +135.7K (+11.7%) 13.89M -608.0K (-4.2%) 2.89% +0.201 pp 0.00% 0.000 pp USD24.25 -55.9% 25 qtrs
8 STATE STREET CORP 1.21M -96.9K (-7.4%) 12.90M -3.3M (-20.6%) 2.68% -0.329 pp 0.00% 0.000 pp USD30.35 -64.8% 25 qtrs
9 MILLENNIUM MANAGEMENT LLC 1.16M +1.1M (+1,622.6%) 12.36M +11.5M (+1,377.9%) 2.57% +2.417 pp 0.01% +0.005 pp USD10.50 +1.8% 24 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 1.01M +2.3K (+0.2%) 10.81M -1.8M (-14.0%) 2.25% -0.083 pp 0.00% 0.000 pp USD31.40 -66.0% 25 qtrs
11 MARSHALL WACE, LLP 980.6K +102.1K (+11.6%) 10.48M -463.9K (-4.2%) 2.18% +0.151 pp 0.01% -0.002 pp USD8.53 +25.3% 8 qtrs
12 TWO SIGMA INVESTMENTS, LP 908.4K +105.4K (+13.1%) 9.71M -294.8K (-2.9%) 2.02% +0.165 pp 0.01% -0.001 pp USD11.23 -4.8% 7 qtrs
13 FEDERATED HERMES, INC. 844.1K +507.7K (+150.9%) 9.02M +4.8M (+115.3%) 1.88% +1.100 pp 0.02% +0.008 pp USD9.33 +14.6% 25 qtrs
14 GOLDMAN SACHS GROUP INC 799.8K +105.5K (+15.2%) 8.55M -101.4K (-1.2%) 1.78% +0.174 pp 0.00% +0.000 pp USD9.00 +18.8% 25 qtrs
15 MORGAN STANLEY 724.6K +235.2K (+48.1%) 7.75M +1.6M (+27.0%) 1.61% +0.481 pp 0.00% +0.000 pp USD15.74 -32.1% 25 qtrs
16 ONE FIN CAPITAL MANAGEMENT LP 720.0K +250.0K (+53.2%) 7.70M +1.8M (+31.4%) 1.60% +0.515 pp 2.49% +0.566 pp USD11.85 -9.8% 2 qtrs
17 NUVEEN, LLC 642.4K +228.8K (+55.3%) 6.87M +1.7M (+33.3%) 1.43% +0.473 pp 0.00% +0.000 pp USD11.24 -4.9% 4 qtrs
18 RHEOS CAPITAL WORKS INC. 600.0K +— (+0.0%) 6.41M -1.1M (-14.2%) 1.33% -0.052 pp 0.41% -0.007 pp USD10.18 +5.0% 4 qtrs
19 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 533.2K +14.7K (+2.8%) 5.70M -761.2K (-11.8%) 1.19% -0.013 pp 0.01% -0.002 pp USD3.06 +249.3% 7 qtrs
20 TWO SIGMA ADVISERS, LP 483.6K +159.3K (+49.1%) 5.17M +1.1M (+27.9%) 1.08% +0.326 pp 0.01% +0.002 pp USD11.88 -10.0% 2 qtrs
21 JANE STREET GROUP, LLC 467.0K +467.0K (+100.0%) 4.99M +5.0M (+100.0%) 1.04% +1.039 pp 0.00% +0.001 pp USD10.69 +0.0% 1 qtrs NEW
22 ALGERT GLOBAL LLC 370.9K +237.0K (+177.0%) 3.97M +2.3M (+137.6%) 0.83% +0.516 pp 0.06% +0.034 pp USD11.33 -5.6% 2 qtrs
23 CITADEL ADVISORS LLC 346.5K -175.4K (-33.6%) 3.70M -2.8M (-43.0%) 0.77% -0.436 pp 0.00% 0.000 pp USD9.75 +9.6% 24 qtrs
24 TREXQUANT INVESTMENT LP 345.4K +345.4K (+100.0%) 3.69M +3.7M (+100.0%) 0.77% +0.768 pp 0.03% +0.033 pp USD10.69 +0.0% 5 qtrs
25 BANK OF NEW YORK MELLON CORP 338.4K -38.2K (-10.1%) 3.62M -1.1M (-22.9%) 0.75% -0.118 pp 0.00% 0.000 pp USD26.14 -59.1% 25 qtrs
26 POINT72 ASSET MANAGEMENT, L.P. 331.4K +331.4K (+100.0%) 3.54M +3.5M (+100.0%) 0.74% +0.737 pp 0.00% +0.004 pp USD10.69 +0.0% 1 qtrs NEW
27 NORTHERN TRUST CORP 315.5K -32.4K (-9.3%) 3.37M -962.3K (-22.2%) 0.70% -0.102 pp 0.00% 0.000 pp USD44.26 -75.8% 25 qtrs
28 CRAWFORD FUND MANAGEMENT, LLC 304.0K +57.0K (+23.1%) 3.25M +172.1K (+5.6%) 0.68% +0.105 pp 0.43% -0.065 pp USD9.82 +8.9% 5 qtrs
29 INVESCO LTD. 279.6K +53.9K (+23.9%) 2.99M +176.4K (+6.3%) 0.62% +0.100 pp 0.00% +0.000 pp USD14.49 -26.2% 25 qtrs
30 TUDOR INVESTMENT CORP ET AL 274.1K +274.1K (+100.0%) 2.93M +2.9M (+100.0%) 0.61% +0.610 pp 0.01% +0.005 pp USD10.69 +0.0% 1 qtrs NEW
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 236.3K +59.9K (+34.0%) 2.53M +328.1K (+14.9%) 0.53% +0.118 pp 0.00% +0.000 pp USD9.20 +16.2% 25 qtrs
32 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 207.6K +207.6K (+100.0%) 2.22M +2.2M (+100.0%) 0.46% +0.462 pp 0.00% +0.001 pp USD10.69 +0.0% 1 qtrs NEW
33 BALYASNY ASSET MANAGEMENT L.P. 191.3K +41.6K (+27.8%) 2.04M +180.0K (+9.7%) 0.43% +0.080 pp 0.00% +0.000 pp USD9.52 +12.3% 8 qtrs
34 ACADIAN ASSET MANAGEMENT LLC 184.0K -239.6K (-56.6%) 1.96M -3.3M (-62.8%) 0.41% -0.570 pp 0.00% -0.006 pp USD3.59 +197.8% 7 qtrs
35 MACKENZIE FINANCIAL CORP 171.9K +25.4K (+17.3%) 1.85M +25.9K (+1.4%) 0.38% +0.044 pp 0.00% +0.000 pp USD12.20 -12.4% 2 qtrs
36 SQUAREPOINT OPS LLC 172.3K +8.4K (+5.1%) 1.84M -200.3K (-9.8%) 0.38% +0.004 pp 0.00% 0.000 pp USD10.10 +5.8% 4 qtrs
37 RAYMOND JAMES FINANCIAL INC 169.9K +16.8K (+11.0%) 1.82M -91.0K (-4.8%) 0.38% +0.024 pp 0.00% +0.000 pp USD8.19 +30.5% 5 qtrs
38 GSA CAPITAL PARTNERS LLP 166.6K +54.2K (+48.3%) 1.78M +381.0K (+27.2%) 0.37% +0.111 pp 0.15% +0.037 pp USD10.49 +1.9% 4 qtrs
39 VOYA INVESTMENT MANAGEMENT LLC 162.4K -59.8K (-26.9%) 1.74M -1.0M (-37.3%) 0.36% -0.152 pp 0.00% -0.001 pp USD13.98 -23.5% 23 qtrs
40 PACER ADVISORS, INC. 159.5K -20.4K (-11.3%) 1.71M -536.5K (-23.9%) 0.35% -0.061 pp 0.00% -0.001 pp USD12.46 -14.2% 2 qtrs
41 AQR CAPITAL MANAGEMENT LLC 152.3K -16.6K (-9.8%) 1.63M -476.3K (-22.6%) 0.34% -0.052 pp 0.00% -0.001 pp USD3.93 +172.0% 7 qtrs
42 KOVACK ADVISORS, INC. 148.4K +13.1K (+9.7%) 1.59M -99.9K (-5.9%) 0.33% +0.017 pp 0.07% -0.085 pp USD10.36 +3.2% 10 qtrs
43 UBS GROUP AG 141.4K -45.3K (-24.2%) 1.51M -814.1K (-35.0%) 0.31% -0.117 pp 0.00% 0.000 pp USD11.22 -4.7% 25 qtrs
44 BANK OF AMERICA CORP /DE/ 138.8K +73.6K (+112.8%) 1.48M +671.1K (+82.5%) 0.31% +0.158 pp 0.00% +0.000 pp USD8.76 +22.0% 26 qtrs
45 D. E. SHAW & CO., INC. 132.0K +36.4K (+38.1%) 1.41M +220.0K (+18.5%) 0.29% +0.073 pp 0.00% +0.000 pp USD7.41 +44.3% 19 qtrs
46 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 125.4K -25.0 (0.0%) 1.34M -222.3K (-14.2%) 0.28% -0.011 pp 0.00% +0.000 pp USD25.53 -58.1% 25 qtrs
47 PRICE T ROWE ASSOCIATES INC /MD/ 125.2K +50.3K (+67.2%) 1.34M +406.0K (+43.5%) 0.28% +0.105 pp 0.00% +0.000 pp USD11.33 -5.6% 25 qtrs
48 PEAK6 LLC 121.7K +121.7K (+100.0%) 1.30M +1.3M (+100.0%) 0.27% +0.271 pp 0.00% +0.002 pp USD10.69 +0.0% 1 qtrs NEW
49 RUSSELL INVESTMENTS GROUP, LTD. 118.7K +8.9K (+8.2%) 1.27M -98.6K (-7.2%) 0.26% +0.010 pp 0.00% 0.000 pp USD11.95 -10.5% 25 qtrs
50 PANAGORA ASSET MANAGEMENT INC 113.9K +70.7K (+163.7%) 1.22M +679.2K (+126.2%) 0.25% +0.154 pp 0.00% +0.002 pp USD11.36 -5.9% 2 qtrs
51 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 111.0K -1.2K (-1.1%) 1.19M -211.3K (-15.1%) 0.25% -0.012 pp 0.18% -0.039 pp USD7.54 +41.8% 25 qtrs
52 SG AMERICAS SECURITIES, LLC 100.2K +4.2K (+4.3%) 1.07M -126.0K (-10.5%) 0.22% +0.001 pp 0.00% -0.003 pp USD8.02 +33.3% 6 qtrs
53 FRANKLIN RESOURCES INC 98.8K +17.2K (+21.1%) 1.06M +39.6K (+3.9%) 0.22% +0.031 pp 0.00% +0.000 pp USD10.57 +1.1% 4 qtrs
54 SEGALL BRYANT & HAMILL, LLC 81.1K -721.0 (-0.9%) 867.3K -152.6K (-15.0%) 0.18% -0.009 pp 0.01% -0.002 pp USD12.46 -14.2% 2 qtrs
55 WELLS FARGO & COMPANY/MN 80.0K +15.4K (+23.8%) 855.4K +50.3K (+6.2%) 0.18% +0.029 pp 0.00% +0.000 pp USD12.50 -14.5% 25 qtrs
56 QUANTBOT TECHNOLOGIES LP 72.6K -5.0 (0.0%) 776.3K -128.6K (-14.2%) 0.16% -0.006 pp 0.03% +0.001 pp USD12.46 -14.2% 2 qtrs
57 ENGINEERS GATE MANAGER LP 72.4K +72.4K (+100.0%) 774.2K +774.2K (+100.0%) 0.16% +0.161 pp 0.01% +0.009 pp USD10.69 +0.0% 9 qtrs
58 BARCLAYS PLC 67.8K +11.0K (+19.3%) 725.2K +546.1K (+304.8%) 0.15% +0.020 pp 0.00% +0.000 pp USD9.64 +10.9% 16 qtrs
59 WALLEYE CAPITAL LLC 63.7K -13.4K (-17.4%) 681.0K -279.7K (-29.1%) 0.14% -0.037 pp 0.00% -0.002 pp USD10.76 -0.7% 5 qtrs
60 PRUDENTIAL FINANCIAL INC 63.4K +63.4K (+100.0%) 678.1K +678.1K (+100.0%) 0.14% +0.141 pp 0.00% +0.001 pp USD10.69 +0.0% 1 qtrs NEW
61 AQUATIC CAPITAL MANAGEMENT LLC 61.8K +61.8K (+100.0%) 661.1K +661.1K (+100.0%) 0.14% +0.138 pp 0.02% +0.019 pp USD10.69 +0.0% 1 qtrs NEW
62 60.1K +60.1K (+100.0%) 642.5K +642.5K (+100.0%) 0.13% +0.134 pp 0.48% +0.480 pp USD10.69 +0.0% 1 qtrs NEW
63 CONCURRENT INVESTMENT ADVISORS, LLC 56.9K -44.0K (-43.6%) 607.8K -648.9K (-51.6%) 0.13% -0.107 pp 0.01% -0.015 pp USD11.60 -7.8% 4 qtrs
64 AMERIPRISE FINANCIAL INC 56.4K +19.9K (+54.7%) 602.9K +148.5K (+32.7%) 0.13% +0.041 pp 0.00% +0.000 pp USD11.83 -9.6% 2 qtrs
65 CAXTON ASSOCIATES LLP 53.3K +15.8K (+42.1%) 569.3K +102.2K (+21.9%) 0.12% +0.032 pp 0.01% +0.000 pp USD8.73 +22.5% 4 qtrs
66 EAM INVESTORS, LLC 53.1K +— (+0.0%) 568.0K -94.0K (-14.2%) 0.12% -0.005 pp 0.06% -0.013 pp USD12.46 -14.2% 2 qtrs
67 RHUMBLINE ADVISERS 52.8K -13.0K (-19.7%) 564.4K -255.3K (-31.1%) 0.12% -0.035 pp 0.00% 0.000 pp USD56.96 -81.2% 25 qtrs
68 K2 PRINCIPAL FUND, L.P. 50.0K +50.0K (+100.0%) 534.5K +534.5K (+100.0%) 0.11% +0.111 pp 0.04% +0.043 pp USD10.69 +0.0% 1 qtrs NEW
69 GROUP ONE TRADING, L.P. 49.8K -45.8K (-47.9%) 532.5K -659.0K (-55.3%) 0.11% -0.110 pp 0.00% -0.001 pp USD11.63 -8.1% 5 qtrs
70 AMERICAN CENTURY COMPANIES INC 49.4K +9.8K (+24.6%) 527.7K +34.1K (+6.9%) 0.11% +0.018 pp 0.00% +0.000 pp USD11.39 -6.1% 3 qtrs
71 LPL FINANCIAL LLC 47.4K -18.1K (-27.6%) 507.2K -309.8K (-37.9%) 0.11% -0.046 pp 0.00% 0.000 pp USD9.47 +12.9% 25 qtrs
72 GRAHAM CAPITAL MANAGEMENT, L.P. 47.3K +47.3K (+100.0%) 506.1K +506.1K (+100.0%) 0.11% +0.105 pp 0.01% +0.012 pp USD10.69 +0.0% 3 qtrs
73 FULLER & THALER ASSET MANAGEMENT, INC. 46.6K -1.6K (-3.2%) 498.2K -101.8K (-17.0%) 0.10% -0.008 pp 0.00% 0.000 pp USD7.85 +36.2% 5 qtrs
74 QUANTINNO CAPITAL MANAGEMENT LP 42.2K +13.4K (+46.4%) 451.0K +91.9K (+25.6%) 0.09% +0.027 pp 0.00% 0.000 pp USD10.77 -0.7% 3 qtrs
75 XTX TOPCO LTD 41.0K +30.7K (+299.2%) 438.6K +310.5K (+242.5%) 0.09% +0.068 pp 0.01% +0.005 pp USD10.57 +1.1% 7 qtrs
76 JUMP FINANCIAL, LLC 36.5K +36.5K (+100.0%) 390.2K +390.2K (+100.0%) 0.08% +0.081 pp 0.00% +0.005 pp USD10.69 +0.0% 6 qtrs
77 SEI INVESTMENTS CO 35.7K +35.7K (+100.0%) 381.4K +381.4K (+100.0%) 0.08% +0.079 pp 0.00% +0.000 pp USD10.69 +0.0% 1 qtrs NEW
78 NUMERAI GP LLC 34.7K +18.4K (+112.3%) 370.8K +167.3K (+82.2%) 0.08% +0.039 pp 0.04% +0.016 pp USD11.52 -7.2% 2 qtrs
79 CENTIVA CAPITAL, LP 34.5K +34.5K (+100.0%) 369.2K +369.2K (+100.0%) 0.08% +0.077 pp 0.00% +0.003 pp USD10.69 +0.0% 1 qtrs NEW
80 ALLIANCEBERNSTEIN L.P. 34.3K -12.2K (-26.2%) 366.8K -212.7K (-36.7%) 0.08% -0.031 pp 0.00% 0.000 pp USD20.24 -47.2% 25 qtrs
81 DEUTSCHE BANK AG\ 33.9K +1.6K (+4.9%) 362.6K -40.3K (-10.0%) 0.08% +0.001 pp 0.00% +0.000 pp USD11.93 -10.4% 25 qtrs
82 STERLING CAPITAL MANAGEMENT LLC 33.7K +31.8K (+1,625.8%) 360.7K +336.3K (+1,380.6%) 0.08% +0.071 pp 0.01% +0.006 pp USD10.67 +0.2% 6 qtrs
83 FOX RUN MANAGEMENT, L.L.C. 33.3K +2.5K (+8.0%) 356.4K -28.1K (-7.3%) 0.07% +0.003 pp 0.06% -0.005 pp USD12.33 -13.3% 2 qtrs
84 PINNACLE ASSOCIATES LTD 33.1K -1.9K (-5.3%) 353.8K -81.8K (-18.8%) 0.07% -0.007 pp 0.00% -0.001 pp USD42.15 -74.6% 21 qtrs
85 JPMORGAN CHASE & CO 32.1K -93.8K (-74.5%) 343.0K -1.2M (-78.1%) 0.07% -0.220 pp 0.00% 0.000 pp USD11.43 -6.5% 25 qtrs
86 BRIDGEFRONT CAPITAL, LLC 31.0K +31.0K (+100.0%) 331.4K +331.4K (+100.0%) 0.07% +0.069 pp 0.08% +0.083 pp USD10.69 +0.0% 1 qtrs NEW
87 LOS ANGELES CAPITAL MANAGEMENT LLC 29.3K +190.0 (+0.7%) 319.5K -43.7K (-12.0%) 0.07% -0.002 pp 0.00% 0.000 pp USD7.87 +35.8% 5 qtrs
88 WOLVERINE ASSET MANAGEMENT LLC 29.2K +— (+0.0%) 312.1K -51.7K (-14.2%) 0.07% -0.003 pp 0.00% 0.000 pp USD10.20 +4.8% 10 qtrs
89 REDWOOD WEALTH MANAGEMENT GROUP, LLC 29.2K +885.0 (+3.1%) 311.8K -40.6K (-11.5%) 0.06% -0.001 pp 0.13% -0.019 pp USD8.01 +33.5% 13 qtrs
90 CAPTION MANAGEMENT, LLC 28.0K +28.0K (+100.0%) 298.8K +298.8K (+100.0%) 0.06% +0.062 pp 0.00% +0.002 pp USD10.69 +0.0% 1 qtrs NEW
91 WALLEYE TRADING LLC 27.0K -900.0 (-3.2%) 288.6K -59.0K (-17.0%) 0.06% -0.004 pp 0.00% 0.000 pp USD11.47 -6.8% 23 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 81 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Themes Generative Artificial Intelligence ETF WISE 1.43% 418.0K 0.35%
2 Spear Alpha ETF SPRX 1.23% 3.18M 0.75%
3 State Street SPDR S&P Software & Services ETF XSW 0.74% 3.21M 0.35%
4 Invesco NASDAQ Future Gen 200 ETF QQQS 0.41% 89.3K 0.20%
5 Federated Hermes MDT Small Cap Core ETF FSCC 0.33% 549.5K 0.51%
6 Global X - Robotics & Artificial Intelligence UCITS ETF BOTG.L 0.16% 41.4K 0.50%
7 Global X - Robotics & Artificial Intelligence UCITS ETF BOTZ.L 0.16% 254.2K 0.50%
8 iShares Micro-Cap ETF IWC 0.11% 1.57M 0.60%
9 Global X - Robotics & Artificial Intelligence ETF BOTZ 0.10% 3.54M 0.68%
10 Vanguard Global Value Equity Active ETF VVLU.AX 0.10% 883.9K 0.28%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
10
Sells
0
Shares acquired
811.1K
Shares disposed
Cash buys
Cash sales
Net activity
+811,056
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
2026-02-12 Matus Kristi Ann Director A-Award A Common Stock 12,968 0.01 129.68 54,737 D
2026-02-12 Klevorn Marcy S Director A-Award A Common Stock 12,968 0.01 129.68 35,404 D
2026-02-12 Harris Marion Director A-Award A Common Stock 12,968 0.01 129.68 27,178 D
2026-02-12 DAVIS DOUGLAS LEE Director A-Award A Common Stock 12,968 0.01 129.68 39,544 D
2026-02-12 Budnik Marianne Director A-Award A Common Stock 12,968 0.01 129.68 60,166 D
2026-01-09 Schanz Nils Officer A-Award A Common Stock 87,796 12.35 1.08M 342,682 D
2026-01-09 Salinas Jennifer Officer A-Award A Common Stock 131,694 12.35 1.63M 720,027 D
2026-01-09 Rodriquez Antonio Officer A-Award A Common Stock 131,694 12.35 1.63M 575,246 D
2026-01-09 Mentz Christian Officer A-Award A Common Stock 131,694 12.35 1.63M 293,474 D
2026-01-09 Krzanich Brian M Director / Officer A-Award A Common Stock 263,338 12.35 3.25M 1,722,091 D
2025-11-21 Schanz Nils Officer A-Award A Common Stock 49,905 10.35 516.5K 254,886 D
2025-11-21 Salinas Jennifer Officer A-Award A Common Stock 242,044 10.35 2.51M 588,333 D
2025-11-21 Rodriquez Antonio Officer A-Award A Common Stock 166,821 10.35 1.73M 443,552 D
2025-11-21 Mentz Christian Officer A-Award A Common Stock 49,905 10.35 516.5K 161,780 D
2025-11-21 Krzanich Brian M Director / Officer A-Award A Common Stock 552,766 10.35 5.72M 1,458,753 D
2025-10-09 Krzanich Brian M Director / Officer S-Sale D Common Stock 132,075 11.46 1.51M 905,987 D
2025-10-07 Salinas Jennifer Officer S-Sale D Common Stock 77,994 12.31 960.3K 346,289 D
2025-10-06 Schanz Nils Officer S-Sale D Common Stock 30,560 12.76 389.9K 204,981 D
2025-10-06 Salinas Jennifer Officer S-Sale D Common Stock 64,784 12.76 826.5K 424,283 D
2025-10-06 Rodriquez Antonio Officer S-Sale D Common Stock 38,347 12.76 489.2K 276,731 D
2025-10-06 Mentz Christian Officer S-Sale D Common Stock 26,872 12.76 342.8K 111,875 D
2025-10-01 Schanz Nils Officer A-Award A Common Stock 90,252 0.01 902.52 235,541 D
2025-08-15 Rodriquez Antonio Officer A-Award A Common Stock 1,795 10.06 18.1K 315,078 D
2025-08-14 Mentz Christian Officer S-Sale D Common Stock 4,000 12.74 50.9K 138,747 D
2025-04-01 Harris Marion Director A-Award A Common Stock 14,210 0.01 142.10 14,210 D
2025-02-13 SARIN ARUN Director A-Award A Common Stock 9,955 0.01 99.55 63,485 D
2025-02-13 Nietzel Alfred A Director A-Award A Common Stock 9,955 0.01 99.55 42,198 D
2025-02-13 Mentz Christian Officer S-Sale D Common Stock 3,600 14.73 53.0K 142,747 D
2025-02-13 Matus Kristi Ann Director A-Award A Common Stock 9,955 0.01 99.55 41,769 D
2025-02-13 Klevorn Marcy S Director A-Award A Common Stock 9,955 0.01 99.55 22,436 D
2025-02-13 DAVIS DOUGLAS LEE Director A-Award A Common Stock 9,955 0.01 99.55 26,576 D
2025-02-13 Budnik Marianne Director A-Award A Common Stock 9,955 0.01 99.55 47,198 D
2025-02-03 BEAUDOIN THOMAS L Director S-Sale D Common Stock 5,000 11.68 58.4K 173,966 D
2025-01-13 Schanz Nils Officer A-Award A Common Stock 93,720 13.76 1.29M 145,289 D
2025-01-13 Mentz Christian Officer A-Award A Common Stock 93,720 13.76 1.29M 146,347 D
2025-01-06 Mentz Christian Officer Common Stock 0 0.00 52,627 D
2025-01-02 BEAUDOIN THOMAS L Director S-Sale D Common Stock 5,000 7.98 39.9K 178,966 D
2024-12-06 Rodriquez Antonio Officer A-Award A Common Stock 313,283 8.31 2.60M 313,283 D
2024-12-02 BEAUDOIN THOMAS L Director S-Sale D Common Stock 5,000 7.36 36.8K 183,966 D
2024-11-26 Salinas Jennifer Officer S-Sale D Common Stock 28,380 6.67 189.3K 489,067 D
2024-11-25 Salinas Jennifer Officer S-Sale D Common Stock 8,976 7.21 64.7K 517,447 D
2024-11-25 Roman Katherine Officer S-Sale D Common Stock 635 7.21 4.6K 37,330 D
2024-11-25 BEAUDOIN THOMAS L Director S-Sale D Common Stock 12,088 7.21 87.2K 188,966 D
2024-11-01 BEAUDOIN THOMAS L Director S-Sale D Common Stock 5,000 3.11 15.6K 201,054 D
2024-10-11 Krzanich Brian M Director / Officer A-Award A Common Stock 1,038,062 0.01 10.4K 1,038,062 D
2024-10-09 Schanz Nils Officer S-Sale D Common Stock 16,411 3.59 58.9K 51,569 D
2024-10-09 Salinas Jennifer Officer S-Sale D Common Stock 13,955 3.59 50.1K 526,423 D
2024-10-07 Schanz Nils Officer S-Sale D Common Stock 15,848 2.89 45.8K 67,980 D
2024-10-07 Salinas Jennifer Officer S-Sale D Common Stock 6,172 2.89 17.8K 540,378 D
2024-10-07 Roman Katherine Officer A-Award A Common Stock 1,605 2.28 3.7K 40,190 D
2024-10-07 Krzanich Brian M 0 0.00 0
2024-10-07 BEAUDOIN THOMAS L Director S-Sale D Common Stock 11,403 2.89 33.0K 206,054 D
2024-10-01 Salinas Jennifer Officer A-Award A Common Stock 454,545 0.01 4.5K 546,550 D
2024-10-01 BEAUDOIN THOMAS L Director S-Sale D Common Stock 5,000 3.13 15.7K 217,457 D
2024-09-03 BEAUDOIN THOMAS L Director S-Sale D Common Stock 5,000 3.34 16.7K 222,457
2024-08-01 BEAUDOIN THOMAS L Director S-Sale D Common Stock 5,000 3.15 15.8K 227,457
2024-07-05 Schanz Nils Officer D Common Stock 0 0.00 83,828
2024-07-01 BEAUDOIN THOMAS L Director S-Sale D Common Stock 5,000 2.81 14.1K 232,457
2024-06-24 Ortmanns Stefan Director / Officer S-Sale D Common Stock 9,542 3.29 31.4K 511,597
2024-06-12 Salinas Jennifer Officer D Common Stock 0 0.00 92,005
2024-06-11 Rodriquez Antonio 0 0.00 0
2024-06-03 BEAUDOIN THOMAS L Director S-Sale D Common Stock 5,000 3.47 17.4K 237,457
2024-05-29 Roman Katherine Officer D Common Stock 0 0.00 38,585
2024-05-22 Ortmanns Stefan Director / Officer S-Sale D Common Stock 5,249 3.87 20.3K 521,139
2024-05-07 BEAUDOIN THOMAS L Director S-Sale D Common Stock 5,464 9.69 52.9K 242,457
2024-05-01 BEAUDOIN THOMAS L Director S-Sale D Common Stock 5,000 9.03 45.1K 247,921
2024-04-22 Ortmanns Stefan Director / Officer S-Sale D Common Stock 10,762 10.04 108.0K 526,388
2024-04-01 BEAUDOIN THOMAS L Director S-Sale D Common Stock 1,234 15.34 18.9K 252,921
2024-03-22 Ortmanns Stefan Director / Officer S-Sale D Common Stock 15,389 14.82 228.0K 537,150
2024-03-21 BEAUDOIN THOMAS L Director S-Sale D Common Stock 5,000 14.99 74.9K 257,921
2024-03-18 Tempesta Daniel David Officer A-Award A Common Stock 205,198 0.01 2.1K 307,797
2024-03-14 Ortmanns Stefan Director / Officer S-Sale D Common Stock 21,446 14.73 316.0K 552,539
2024-02-15 SARIN ARUN Director A-Award A Common Stock 7,196 0.01 71.96 53,530
2024-02-15 Nietzel Alfred A Director A-Award A Common Stock 7,196 0.01 71.96 32,243
2024-02-15 Matus Kristi Ann Director A-Award A Common Stock 7,196 0.01 71.96 31,814
2024-02-15 Klevorn Marcy S Director A-Award A Common Stock 7,196 0.01 71.96 12,481
2024-02-15 JHA SANJAY K Director A-Award A Common Stock 7,196 0.01 71.96 37,243
2024-02-15 DAVIS DOUGLAS LEE Director A-Award A Common Stock 7,196 0.01 71.96 16,621
2024-02-15 Budnik Marianne Director A-Award A Common Stock 7,196 0.01 71.96 37,243
2024-02-15 BEAUDOIN THOMAS L Director A-Award A Common Stock 1,005 13.58 13.6K 262,921
2024-01-12 Ortmanns Stefan Director / Officer S-Sale D Common Stock 11,942 19.26 230.0K 573,985
2024-01-09 BEAUDOIN THOMAS L Director / Officer S-Sale D Common Stock 5,185 18.79 97.4K 261,916
2024-01-09 Arshad Iqbal Officer S-Sale D Common Stock 5,188 18.79 97.5K 238,685
2023-12-04 Arshad Iqbal Officer A-Award A Common Stock 86,906 0.01 869.06 243,873
2023-12-01 Ortmanns Stefan Director / Officer A-Award A Common Stock 25,393 0.01 253.93 585,927
2023-12-01 BEAUDOIN THOMAS L Director / Officer A-Award A Common Stock 15,730 0.01 157.30 267,098
2023-12-01 Arshad Iqbal Officer A-Award A Common Stock 15,769 0.01 157.69 156,967
2023-11-22 Arshad Iqbal Officer S-Sale D Common Stock 11,818 17.82 210.6K 141,198
2023-11-16 Ortmanns Stefan Director / Officer A-Award A Common Stock 124,521 17.74 2.21M 560,534
2023-11-16 BEAUDOIN THOMAS L Director / Officer A-Award A Common Stock 51,885 17.74 920.4K 251,368
2023-11-16 Arshad Iqbal Officer A-Award A Common Stock 27,182 17.74 482.2K 153,016
2023-10-13 Ortmanns Stefan Director / Officer S-Sale D Common Stock 54,212 17.97 974.2K 436,013
2023-10-06 BEAUDOIN THOMAS L Director / Officer S-Sale D Common Stock 12,795 19.15 245.0K 199,483
2023-10-06 Arshad Iqbal Officer S-Sale D Common Stock 6,041 19.15 115.7K 125,834
2023-08-24 Arshad Iqbal Officer D Common Stock 0 0.00 131,875
2023-06-01 Klevorn Marcy S Director 0 0.00 0
2023-05-05 BEAUDOIN THOMAS L Director / Officer F-InKind D Common Stock 3,918 26.59 104.2K 210,191
2023-02-13 BEAUDOIN THOMAS L Director / Officer F-InKind D Common Stock 631 29.41 18.6K 214,109
2023-02-09 SARIN ARUN Director A-Award A Common Stock 5,419 0.01 54.19 46,334
2023-02-09 Nietzel Alfred A Director A-Award A Common Stock 5,419 0.01 54.19 25,047
2023-02-09 Matus Kristi Ann Director A-Award A Common Stock 5,419 0.01 54.19 24,618
2023-02-09 JHA SANJAY K Director A-Award A Common Stock 5,419 0.01 54.19 30,047
2023-02-09 DAVIS DOUGLAS LEE Director A-Award A Common Stock 5,419 0.01 54.19 9,425
2023-02-09 Budnik Marianne Director A-Award A Common Stock 5,419 0.01 54.19 30,047
2023-01-31 Ortmanns Stefan Director / Officer S-Sale D Common Stock 3,530 24.32 85.8K 490,225
2023-01-26 Kathpal Prateek Officer S-Sale D Common Stock 2,209 23.26 51.4K 210,718
2023-01-26 BEAUDOIN THOMAS L Officer S-Sale D Common Stock 734 23.26 17.1K 214,740
2023-01-03 Ortmanns Stefan Officer A-Award A Common Stock 8,959 0.01 89.59 493,755
2023-01-03 Kathpal Prateek Officer A-Award A Common Stock 5,935 0.01 59.35 212,927
2023-01-03 BEAUDOIN THOMAS L Officer A-Award A Common Stock 2,301 0.01 23.01 215,474
2022-12-05 BEAUDOIN THOMAS L Officer P-Purchase A Common Stock 71 18.80 1.3K 208,246
2022-12-02 Ortmanns Stefan Officer A-Award A Common Stock 345,224 0.01 3.5K 484,796
2022-12-02 Kathpal Prateek Officer A-Award A Common Stock 143,843 0.01 1.4K 206,992
2022-12-02 BEAUDOIN THOMAS L Officer A-Award A Common Stock 143,843 0.01 1.4K 208,173
2022-10-21 BEAUDOIN THOMAS L Officer F-InKind D Common Stock 1,593 14.10 22.5K 64,330
2022-10-11 Ortmanns Stefan Officer S-Sale D Common Stock 6,413 16.14 103.5K 139,572
2022-10-11 Kathpal Prateek Officer S-Sale D Common Stock 11,167 16.14 180.2K 63,149
2022-10-07 Couvreur Christophe Officer S-Sale D Common Stock 2,018 15.56 31.4K 17,550
2022-10-05 Ortmanns Stefan Officer F-InKind D Common Stock 16,168 15.75 254.6K 145,985
2022-10-05 Couvreur Christophe Officer F-InKind D Common Stock 2,757 15.75 43.4K 19,568
2022-05-27 Kathpal Prateek Officer S-Sale D Common Stock 10,421 31.77 331.1K 74,316
2022-05-05 DAVIS DOUGLAS LEE Director A-Award A Common Stock 4,006 0.01 40.06 4,006
2022-05-05 BEAUDOIN THOMAS L Officer A-Award A Common Stock 40,064 0.01 400.64 65,923
2022-05-03 DAVIS DOUGLAS LEE Director 0 0.00 0
2022-04-04 Montagner Marc Officer A-Award A Common Stock 61,622 0.01 616.22 61,622
2022-02-02 SARIN ARUN Director A-Award A Common Stock 1,822 0.01 18.22 40,915
2022-02-02 Nietzel Alfred A Director A-Award A Common Stock 1,822 0.01 18.22 19,628
2022-02-02 Matus Kristi Ann Director A-Award A Common Stock 1,822 0.01 18.22 19,199
2022-02-02 JHA SANJAY K Director A-Award A Common Stock 1,822 0.01 18.22 24,628
2022-02-02 Budnik Marianne Director A-Award A Common Stock 1,822 0.01 18.22 24,628
2022-02-02 BEAUDOIN THOMAS L Director A-Award A Common Stock 1,822 0.01 18.22 25,859
2022-01-25 Kathpal Prateek Officer A-Award A Common Stcok 4,884 0.01 48.84 84,737
2022-01-20 Kathpal Prateek Officer D Common Stcok 0 0.00 79,853
2022-01-20 Couvreur Christophe Officer D Common Stock 0 0.00 22,325
2022-01-18 Ortmanns Stefan Director / Officer A-Award A Common Stock 32,560 0.01 325.60 162,153
2021-12-07 Fitzgerald Leanne Officer S-Sale D Common Stock 1,152 69.00 79.5K 51,893
2021-12-07 Dhawan Sanjay Director / Officer S-Sale D Common Stock 3,491 69.00 240.9K 288,187
2021-12-03 Ortmanns Stefan Officer S-Sale D Common Stock 1,631 75.90 123.8K 129,593
2021-11-29 GALLENBERGER MARK J Officer S-Sale D Common Stock 1,137 79.20 90.1K 105,208
2021-11-29 Fitzgerald Leanne Officer S-Sale D Common Stock 663 79.20 52.5K 53,045
2021-11-23 Dhawan Sanjay Director / Officer A-Award A Common Stock 8,143 0.01 81.43 291,678
2021-11-17 Ortmanns Stefan Officer S-Sale D Common Stock 2,146 106.88 229.4K 131,224
2021-11-16 GALLENBERGER MARK J Officer S-Sale D Common Stock 19,282 103.03 1.99M 106,345
2021-11-16 Fitzgerald Leanne Officer S-Sale D Common Stock 6,508 103.03 670.5K 53,708
2021-11-16 Dhawan Sanjay Director / Officer S-Sale D Common Stock 65,655 103.03 6.76M 283,535
2021-11-11 Ortmanns Stefan Officer A-Award A Common Stock 3,087 0.01 30.87 105,206
2021-11-11 GALLENBERGER MARK J Officer A-Award A Common Stock 46,239 0.01 462.39 125,627
2021-11-11 Fitzgerald Leanne Officer A-Award A Common Stock 2,113 0.01 21.13 42,420
2021-11-11 Dhawan Sanjay Director / Officer A-Award A Common Stock 164,760 0.01 1.6K 349,190
2021-11-05 Ortmanns Stefan Officer F-InKind D Common Stock 28,201 107.12 3.02M 102,119
2021-10-15 Dhawan Sanjay Director / Officer S-Sale D Common Stock 19,590 92.56 1.81M 188,017
2021-10-11 Ortmanns Stefan Officer S-Sale D Common Stock 1,296 87.26 113.1K 130,320
2021-10-06 GALLENBERGER MARK J Officer F-InKind D Common Stock 13,458 85.75 1.15M 75,765
2021-10-06 Fitzgerald Leanne Officer F-InKind D Common Stock 4,099 85.75 351.5K 40,307
2021-10-06 Dhawan Sanjay Director / Officer F-InKind D Common Stock 53,392 85.75 4.58M 207,607
2021-10-01 Ortmanns Stefan Officer F-InKind D Common Stock 16,347 91.28 1.49M 131,616
2021-07-15 Dhawan Sanjay Director / Officer S-Sale D Common Stock 9,018 108.45 978.0K 270,676
2021-07-07 Dhawan Sanjay Director / Officer F-InKind D Common Stock 13,945 124.56 1.74M 286,759
2021-06-15 Dhawan Sanjay Director / Officer S-Sale D Common Stock 7,206 113.47 817.7K 302,316
2021-06-07 Ortmanns Stefan Officer S-Sale D Common Stock 1,354 110.00 148.9K 147,963
2021-05-17 Dhawan Sanjay Director / Officer S-Sale D Common Stock 8,207 82.99 681.1K 315,222
2021-04-15 Dhawan Sanjay Director / Officer S-Sale D Common Stock 5,245 95.00 498.3K 342,174
2021-04-07 Dhawan Sanjay Director / Officer F-InKind D Common Stock 15,895 94.02 1.49M 347,419
2021-03-22 Ortmanns Stefan Officer S-Sale D Common Stock 1,400 101.83 142.6K 152,389
2021-03-22 Dhawan Sanjay Director / Officer S-Sale D Common Stock 502 104.99 52.7K 363,314
2021-02-22 Dhawan Sanjay Director / Officer S-Sale D Common Stock 3,400 124.45 423.1K 377,077
2021-02-16 Nietzel Alfred A Director S-Sale D Common Stock 5,000 121.86 609.3K 17,806
2021-02-11 SARIN ARUN Director A-Award A Common Stock 1,045 0.01 10.45 39,093
2021-02-11 Nietzel Alfred A Director A-Award A Common Stock 1,045 0.01 10.45 22,806
2021-02-11 Matus Kristi Ann Director A-Award A Common Stock 1,045 0.01 10.45 17,377
2021-02-11 JHA SANJAY K Director A-Award A Common Stock 1,045 0.01 10.45 22,806
2021-02-11 Budnik Marianne Director A-Award A Common Stock 1,045 0.01 10.45 22,806
2021-02-11 BEAUDOIN THOMAS L Director A-Award A Common Stock 1,045 0.01 10.45 24,037
2021-02-10 Dhawan Sanjay Director / Officer S-Sale D Common Stock 25,613 126.63 3.24M 380,477
2021-01-22 Dhawan Sanjay Director / Officer S-Sale D Common Stock 2,437 118.54 288.9K 412,234
2021-01-04 Ortmanns Stefan Officer S-Sale D Common Stock 617 101.52 62.6K 155,270
2021-01-01 Dhawan Sanjay Director / Officer F-InKind D Common Stock 14,272 100.48 1.43M 414,671
2020-12-22 Dhawan Sanjay Director / Officer S-Sale D Common Stock 8,063 105.77 852.8K 428,943
2020-12-08 Fitzgerald Leanne Officer S-Sale D Common Stock 3,967 86.83 344.5K 45,283
2020-12-01 Fitzgerald Leanne Officer F-InKind D Common Stock 1,106 91.74 101.5K 49,250
2020-12-01 Dhawan Sanjay Director / Officer S-Sale D Common Stock 1,299 93.63 121.6K 442,391
2020-11-30 GALLENBERGER MARK J Officer F-InKind D Common Stock 15 86.58 1.3K 89,223
2020-11-30 Fitzgerald Leanne Officer F-InKind D Common Stock 9 86.54 778.86 43,976
2020-11-30 Dhawan Sanjay Director / Officer S-Sale D Common Stock 4,700 90.25 424.2K 447,290
2020-11-29 Fitzgerald Leanne Officer F-InKind D Common Stock 561 90.60 50.8K 50,356
2020-11-23 Dhawan Sanjay Director / Officer S-Sale D Common Stock 2,972 82.92 246.4K 461,153
2020-11-20 Ortmanns Stefan Officer F-InKind D Common Stock 3,020 84.07 253.9K 158,614
2020-11-20 Dhawan Sanjay Director / Officer S-Sale D Common Stock 8,000 83.39 667.1K 464,554
2020-11-20 BEAUDOIN THOMAS L Director S-Sale D Common Stock 293 79.80 23.4K 22,992
2020-11-19 Fitzgerald Leanne Officer S-Sale D Common Stock 5,571 74.94 417.5K 50,917
2020-11-19 Dhawan Sanjay Director / Officer S-Sale D Common Stock 25,000 77.59 1.94M 485,054
2020-11-18 Matus Kristi Ann Director S-Sale D Common Stock 1,521 73.67 112.1K 20,240
2020-11-17 Ortmanns Stefan Officer S-Sale D Common Stock 15,659 70.03 1.10M 162,217
2020-11-17 GALLENBERGER MARK J Officer S-Sale D Common Stock 3,800 69.03 262.3K 101,177
2020-11-10 Ortmanns Stefan Officer S-Sale D Common Stock 9,055 60.15 544.7K 202,908
2020-11-06 Ortmanns Stefan Officer F-InKind D Common Stock 28,595 63.82 1.82M 211,963
2020-11-04 Dhawan Sanjay Director / Officer A-Award A Common Stock 14,734 0.01 147.34 404,299
2020-11-03 Ortmanns Stefan Officer A-Award A Common Stock 6,364 0.01 63.64 207,643
2020-11-03 GALLENBERGER MARK J Officer A-Award A Common Stock 7,422 0.01 74.22 71,994
2020-11-03 Fitzgerald Leanne Officer A-Award A Common Stock 4,329 0.01 43.29 45,714

Executive team

Top executives
EBIT / Employee
1.0K
Shares Outstanding
45.02M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Brian Krzanich President and Chief Executive Officer 590.8K 7.00M 949.7K 7.3K 8.54M 81.89%
2 2025 Antonio Rodriquez EVP, Chief Financial Officer 396.4K 4.61M 573.3K 154.4K 5.74M 80.40%
3 2025 Nils Schanz EVP, Product and Technology 461.8K 732.0K 2.58M 557.3K 15.4K 4.35M 59.35%
4 2025 Christian Mentz EVP, Chief Revenue Officer 442.9K 387.6K 2.58M 557.3K 100.5K 4.07M 63.41%
5 2025 Jennifer Salinas EVP, Chief Administrative Officer and General Counsel 500.0K 2.63M 603.5K 9.3K 3.74M 70.28%
6 2025 Dr. Stefan Ortmanns Former President and Chief Executive Officer 154.4K 2.45M 2.61M 0.00%
7 2024 Daniel Tempesta Former Chief Financial Officer 86.5K 5.91M 7.1K 6.01M 98.44%
8 2024 Iqbal Arshad Former EVP and Chief Technology Officer 384.6K 3.11M 31.0K 3.52M 88.20%
9 2024 Nils Schanz EVP, Product and Technology 403.6K 390.2K 2.07M 82.8K 15.3K 2.96M 69.90%
10 2024 Nils Schanz EVP Product and Technology 403.6K 390.2K 2.07M 82.8K 15.3K 2.96M 69.90%
11 2024 Thomas Beaudoin Former Chief Financial Officer 291.6K 1.70M 52.7K 2.04M 83.15%
12 2024 Jennifer Salinas EVP, Chief Administrative Officer and General Counsel 446.8K 500.0K 98.1K 11.0K 1.06M 0.00%
13 2024 Dr. Stefan Ortmanns Former President and Chief Executive Officer 603.2K 204.4K 25.3K 832.9K 0.00%
14 2024 Antonio Rodriquez Interim Chief Financial Officer 283.5K 283.5K 0.00%
15 2024 Antonio Rodriquez EVP, Chief Financial Officer 283.5K 283.5K 0.00%
16 2023 Dr. Stefan Ortmanns President and Chief Executive Officer 580.2K 13.26M 573.2K 28.8K 14.44M 91.81%
17 2023 Dr. Stefan Ortmanns Former President and Chief Executive Officer 580.2K 13.26M 573.2K 28.8K 14.44M 91.81%
18 2023 Prateek Kathpal Former EVP and Chief Technology Officer 300.0K 7.84M 332.8K 8.47M 92.53%
19 2023 Thomas Beaudoin Former Chief Financial Officer 486.9K 5.52M 360.7K 20.5K 6.39M 86.42%
20 2023 Thomas Beaudoin Chief Financial Officer 486.9K 5.52M 360.7K 20.5K 6.39M 86.42%
21 2023 Iqbal Arshad Former EVP and Chief Technology Officer 213.5K 4.81M 361.7K 4.8K 5.39M 89.25%
22 2023 I qbal Arshad EVP and Chief Technology Officer 213.5K 4.81M 361.7K 4.8K 5.39M 89.25%
23 2022 Sanjay Dhawan Former President and Chief Executive Officer 128.4K 9.33M 55.3K 9.51M 98.07%
24 2022 Dr. Stefan Ortmanns President and Chief Executive Officer 524.5K 216.8K 4.36M 222.9K 23.5K 5.35M 81.54%
25 2022 Dr. Stefan Ortmanns Former President and Chief Executive Officer 524.5K 216.8K 4.36M 222.9K 23.5K 5.35M 81.54%
26 2022 Marc Montagner Former Chief Financial Officer 39.8K 4.65M 20.00 4.69M 99.15%
27 2022 Thomas Beaudoin Former Chief Financial Officer 195.5K 2.48M 56.4K 88.1K 2.82M 87.96%
28 2022 Thomas Beaudoin Chief Financial Officer 195.5K 2.48M 56.4K 88.1K 2.82M 87.96%
29 2022 Prateek Kathpal EVP and Chief Technology Officer 478.8K 3.0K 2.12M 145.5K 14.9K 2.77M 76.79%
30 2022 Prateek Kathpal Former EVP and Chief Technology Officer 478.8K 3.0K 2.12M 145.5K 14.9K 2.77M 76.79%
31 2022 Mark Gallenberger Former Chief Financial Officer 186.4K 2.17M 15.6K 2.37M 91.48%
32 2022 Christophe Couvreur SVP and General Manager Core Products 297.5K 9.3K 820.6K 65.1K 30.9K 1.22M 67.07%
33 2021 Sanjay Dhawan Former President and Chief Executive Officer 613.8K 5.81M 992.0K 53.0K 7.47M 77.78%
34 2021 Sanjay Dhawan Former Chief Executive Officer 613.8K 5.81M 992.0K 53.0K 7.47M 77.78%
35 2021 Mark Gallenberger Former Chief Financial Officer 409.8K 1.23M 443.2K 8.7K 2.09M 58.76%
36 2021 Mark Gallenberger Chief Financial Officer 409.8K 1.23M 443.2K 8.7K 2.09M 58.76%
37 2021 Dr. Stefan Ortmanns Chief Executive Officer and President 360.5K 296.1K 1.02M 390.0K 12.0K 2.08M 49.16%
38 2021 Dr. Stefan Ortmanns President and Chief Executive Officer 360.5K 296.1K 1.02M 390.0K 12.0K 2.08M 49.16%
39 2021 Leanne Fitzgerald General Counsel 358.6K 614.0K 258.5K 8.7K 1.24M 49.52%
40 2020 Sanjay Dhawan Former President and Chief Executive Officer 543.2K 60.0K 11.45M 855.8K 16.8K 12.93M 88.58%
41 2020 Sanjay Dhawan Former Chief Executive Officer 543.2K 60.0K 11.45M 855.8K 16.8K 12.93M 88.58%
42 2020 Sanjay Dhawan Chief Executive Officer 543.2K 60.0K 11.45M 855.8K 16.8K 12.93M 88.58%
43 2020 Dr. Stefan Ortmanns President and Chief Executive Officer 312.7K 731.6K 5.55M 366.9K 19.6K 6.98M 79.49%
44 2020 Dr. Stefan Ortmanns Chief Executive Officer and President 312.7K 731.6K 5.55M 366.9K 19.6K 6.98M 79.49%
45 2020 Stefan Ortmanns Executive Vice President and General Manager Automotive Division 312.7K 731.6K 5.55M 366.9K 19.6K 6.98M 79.49%
46 2020 Mark Gallenberger Chief Financial Officer 381.1K 20.0K 2.61M 427.9K 9.4K 3.45M 75.72%
47 2020 Mark Gallenberger Former Chief Financial Officer 381.1K 20.0K 2.61M 427.9K 9.4K 3.45M 75.72%
48 2019 Dr. Stefan Ortmanns Chief Executive Officer and President 318.4K 3.78M 238.4K 30.6K 4.36M 86.54%
49 2019 Stefan Ortmanns Executive Vice President and General Manager Automotive Division 318.4K 3.78M 238.4K 30.6K 4.36M 86.54%
50 2019 Mark Gallenberger Chief Financial Officer 92.3K 74.8K 167.1K 0.00%
51 2019 Sanjay Dhawan Chief Executive Officer 46.2K 59.2K 105.3K 0.00%
52 2019 Sanjay Dhawan Former Chief Executive Officer 46.2K 59.2K 105.3K 0.00%
53 2018 Stefan Ortmanns Executive Vice President and General Manager Automotive Division 315.9K 1.65M 136.6K 21.0K 2.12M 77.66%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-02-03 DEFA14A
2026-01-12 DEFA14A
2026-01-02 DEFA14A
2026-01-02 DEF 14A
2024-12-31 DEFA14A
2024-12-31 DEF 14A
2024-12-13 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-03-26 SC 13G/A
2026-02-18 8-K
2026-02-13 4
2026-02-13 4
2026-02-13 4
2026-02-13 4
2026-02-13 4
2026-02-05 10-Q

Executive team

NameTitleCompensationGender
Nils Schanz Executive Vice President of Product & Technology 2M male
Brian Matthew Krzanich President, Chief Executive Officer & Director 2M male
Christian Mentz Executive Vice President & Chief Revenue Officer 1M male
Antonio Rodriquez Executive Vice President & Chief Financial Officer 1M male
Jennifer Salinas Executive Vice President, Chief Administrative Officer, General Counsel & Secretary 1M female
Sujal Shah Head of Professional Services male
Dennis J. Close Vice President & Treasurer
Kate Hickman Vice President of Corporate Communications & Investor Relations
Katherine Roman Vice President, Corporate Controller & Interim Principal Accounting Officer female
Nils Lenke Vice President & GM of Applications
ESG Rating
B
SOFTWARE - APPLICATION
2026
E (Environmental)
79.5 / 66.0
Company / Sector avg.
S (Social)
67.3 / 69.5
Company / Sector avg.
G (Governance)
68.5 / 67.5
Company / Sector avg.
ESG Total
71.7 / 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
Transaction Date Disclosed Representative District Owner Type Amount Link
2022-08-15 2022-09-19 Josh Gottheimer NJ05 Joint Sale (Full) $1,001 - $15,000
2022-04-19 2022-05-16 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2020-11-24 2020-12-15 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2020-11-19 2020-12-09 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2020-06-29 2020-06-29 Garret Graves lA06 Sale (Full) $1,001 - $15,000
2020-06-24 2020-07-14 David P. Roe TN01 Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits