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Castle Biosciences, Inc. (CSTL)

USD23.84 +0.72 (+3.13%)
US NASDAQ Healthcare Medical - Diagnostics & Research
Address 505 South Friendswood Drive 77546
Friendswood, TX, US
CEO Derek J. Maetzold
IPO 2019-07-25
CIK 1447362 ISIN US14843C1053

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Description

Castle Biosciences, Inc. functions as a commercial-stage diagnostics firm, with its primary objective being the provision of both diagnostic and prognostic testing services, specifically targeting various dermatological cancers. Their flagship product, DecisionDx-Melanoma, represents an advanced multi-gene expression profile (GEP) assay engineered to assess the probability of metastasis in patients afflicted with invasive cutaneous melanoma. In addition to their leading solution, the company has created several other specialized, proprietary tests. Among these is DecisionDx-UM, a GEP test tailored to forecast the risk of metastasis for individuals with uveal melanoma, a less common malignancy of the eye. Another key offering is DecisionDx-SCC, a distinctive 40-gene expression profile test that utilizes a patient's unique tumor biology to predict their specific risk of squamous cell carcinoma metastasis, particularly for those presenting with recognized risk factors. Moreover, they offer DecisionDx DiffDx-Melanoma and myPath Melanoma, both proprietary GEP tests employed to assist in the accurate diagnosis of ambiguous pigmented lesions. These specialized testing services are provided by Castle Biosciences to patients predominantly through their healthcare providers. The organization commenced operations in 2007 and maintains its corporate headquarters in Friendswood, Texas.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD23.84 +0.72 (+3.13%)
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Volume Profile
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Liquidity & share structure
Average Volume
399.6K
Beta
1.02
Float Shares
25.26M
Free Float %
83.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.98% -15.98% -17.68% -40.31% -45.32% -51.05% +11.74% -16.75% -63.46% -11.03% -11.03%
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 (11 ratings, all time) Buy
Price Targets & DCF
Current price
23.84
Low 40.00 +67.8%
Consensus 47.80 +100.5%
Median 50.00 +109.7%
High 52.00 +118.1%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 8 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
40.00
+67.8%
Last Quarter 1
40.00
+67.8%
Last Year 7
47.43
+98.9%
All Time 16
42.31
+77.5%
Quality scores
Altman Z-Score
4.67
Safe zone
Piotroski F-Score
2 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Diagnostics & Research: +7.9%
    +3.7% Q1'26: -4.9% (vs Q1'25)
  • EPS growth Medical - Diagnostics & Research: +30.8%
    -233.9% Q1'26: +45.6% (vs Q1'25)
  • FCF margin FCF growth · Medical - Diagnostics & Research: +32.2%
    -1.7% Q1'26: -41.3% (vs Q1'25)
  • EBIT margin Medical - Diagnostics & Research: +9.6%
    -8.6% Q1'26: -22.0% (vs Q1'25)
  • ROIC Medical - Diagnostics & Research: +5.2%
    -14.1% Q1'26: -31.1% (vs Q1'25)
  • Share dilution Medical - Diagnostics & Research: 0.0%
    -0.9% Q1'26: +4.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Diagnostics & Research: -0.13×
    3.25× Q1'26: -0.64× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.11) × ERP
WACC = 95% × Ke + 5% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 23.84
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 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
5 EPS Ana.
Dec 2027
5 Rev. Ana.
5 EPS Ana.
Dec 2028
5 Rev. Ana.
5 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
2 Rev. Ana.
1 EPS Ana.
Revenue
51.87M
est: 45.96M (+12.9%)
62.65M
est: 61.11M (+2.5%)
94.09M
est: 92.78M (+1.4%)
137.04M
est: 135.89M (+0.8%)
219.79M
est: 287.59M (-23.6%)
332.07M
est: 327.49M (+1.4%)
344.23M
est: 336.22M (+2.4%)
351.77M
348.87M – 356.13M
+4.6% YoY
392.53M
389.28M – 397.39M
+11.6% YoY
434.55M
430.95M – 439.93M
+10.7% YoY
469.70M
465.82M – 475.52M
+8.1% YoY
507.90M
503.70M – 514.19M
+8.1% YoY
EBITDA
10.28M
est: -9.36M (+209.8%)
-7.09M
est: -12.44M (+43.0%)
-36.60M
est: -38.79M (+5.6%)
-58.34M
est: -45.47M (-28.3%)
-45.02M
est: -50.15M (+10.2%)
38.14M
est: -57.11M (+166.8%)
11.34M
est: -58.63M (+119.3%)
-61.34M
-62.10M – -60.83M
-4.6% YoY
-68.44M
-69.29M – -67.88M
-11.6% YoY
-75.77M
-76.71M – -75.15M
-10.7% YoY
-81.90M
-82.92M – -81.22M
-8.1% YoY
-88.56M
-89.66M – -87.83M
-8.1% YoY
EBIT
9.92M
est: -11.43M (+186.8%)
-7.57M
est: -15.19M (+50.2%)
-40.01M
est: -42.48M (+5.8%)
-68.89M
est: -86.82M (+20.7%)
-57.35M
est: -69.46M (+17.4%)
22.14M
est: -79.10M (+128.0%)
-29.43M
est: -81.21M (+63.8%)
-84.97M
-86.02M – -84.27M
-4.6% YoY
-94.81M
-95.99M – -94.03M
-11.6% YoY
-104.96M
-106.26M – -104.09M
-10.7% YoY
-113.45M
-114.86M – -112.51M
-8.1% YoY
-122.68M
-124.20M – -121.67M
-8.1% YoY
Net Income
5.28M
est: -28.60M (+118.5%)
-10.28M
est: -11.87M (+13.3%)
-31.29M
est: -30.90M (-1.3%)
-67.14M
est: -45.27M (-48.3%)
-57.47M
est: -3.31M (-1,638.7%)
18.25M
est: 11.23M (+62.4%)
-24.16M
est: -29.59M (+18.4%)
-38.98M
-39.50M – -38.46M
-31.7% YoY
-23.47M
-23.78M – -23.15M
+39.8% YoY
-11.16M
-35.07M – 2.61M
+52.4% YoY
9.28M
9.18M – 9.42M
+183.1% YoY
21.45M
21.22M – 21.79M
+131.3% YoY
SGA
29.84M
est: 38.20M (-21.9%)
48.13M
est: 50.79M (-5.2%)
86.74M
est: 92.01M (-5.7%)
143.00M
est: 112.95M (+26.6%)
180.15M
est: 233.16M (-22.7%)
200.05M
est: 265.51M (-24.7%)
229.32M
est: 272.59M (-15.9%)
285.20M
282.84M – 288.73M
+4.6% YoY
318.24M
315.61M – 322.18M
+11.6% YoY
352.31M
349.39M – 356.67M
+10.7% YoY
380.81M
377.66M – 385.52M
+8.1% YoY
411.78M
408.37M – 416.88M
+8.1% YoY
EPS
0.35
est: -0.98 (+135.8%)
-0.54
est: -0.41 (-33.1%)
-1.24
est: -1.46 (+15.0%)
-2.58
est: -2.72 (+5.2%)
-2.14
est: -0.11 (-1,781.8%)
0.66
est: 0.39 (+68.4%)
-0.83
est: -1.04 (+20.1%)
-1.34
-1.36 – -1.33
-29.1% YoY
-0.81
-0.82 – -0.80
+39.8% YoY
-0.50
-1.21 – 0.09
+38.1% YoY
0.32
0.32 – 0.33
+164.0% YoY
0.74
0.73 – 0.75
+131.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-20 Canaccord Genuity Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-06 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-05-05 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-05-04 C+ 2/5 4/5 1/5 1/5 3/5 1/5 3/5
2026-05-01 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-30 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-29 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-28 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-27 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-24 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-23 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-22 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-21 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-20 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-17 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5
2026-04-16 C+ 2/5 4/5 1/5 1/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
2.99M
OE per share TTM
0.12
Owner's Yield
0.40%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
21.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
35
Total invested
56.20M
Insider transactions (90d)
1
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Wasatch Advisors, Inc. 87-0319391 3.12M 12.30% 3.12M 3.12M IA 2022-02-10
2 ARK Investment Management LLC 2.55M 10.44% 2.55M 2.55M IA 2021-02-10
3 S 2.17M 8.05% 1.85M 2.17M IA of Massachusetts 2024-02-14
4 (1) BlackRock, Inc. 1.80M 7.10% 1.78M 1.80M HC Delaware 2022-02-04
5 Derek J. Maetzold 1.66M 6.62% 1.66M 1.66M IN United States of America 2021-02-17
6 The Vanguard Group - 23-1945930 1.39M 5.29% 17.5K 1.36M IA Pennsylvania 2023-02-09
7 Johan D. Swildens 1.25M 7.30% 1.25M 1.25M IN Delaware 2020-02-05
8 Dr. Garheng Kong (“Kong”) 1.18M 6.00% 1.18M 1.18M 10.00 IN U.S. Citizen 2020-07-14
9 HealthQuest Venture Management, L.L.C. (“HealthQuest Management”) 1.18M 6.00% 1.18M 1.18M 10.00 OO Delaware 2020-07-14
10 Sofinnova HealthQuest Partners, L.P. (“HealthQuest”) 1.18M 6.00% 1.18M 1.18M 10.00 PN Delaware 2020-07-14
11 Page 2 of 4 Pages 1.02M 4.00% 871.5K 150.6K 871.5K 150.6K IN 2022-02-11
12 BioBrit, LLC 743.4K 3.00% 743.4K 743.4K OO United States of America 2021-02-17
13 Daniel Bradbury 743.4K 3.00% 743.4K 743.4K IN United States of America 2021-02-17
14 III 741.3K 3.10% 112.2K 629.1K 112.2K 629.1K IN Delaware 2021-02-16
15 2013 GP, LLC 503.4K 2.10% 1.5K 501.9K 1.5K 501.9K OO Delaware 2021-02-16
16 2013, L.P. 501.9K 2.10% 501.9K 501.9K PN Delaware 2021-02-16
17 2018 GP, LLC 125.0K 0.50% 125.0K 125.0K OO Delaware 2021-02-16
18 QP 2018, L.P. 67.4K 0.30% 67.4K 67.4K PN Delaware 2021-02-16
19 2018, L.P. 57.6K 0.20% 57.6K 57.6K PN Delaware 2021-02-16
20 Industry Ventures Healthcare, LLC 10.00 0.00% OO 2021-02-12
21 Industry Ventures Management VII, LLC 0.00% OO 2021-02-12
22 United States of America 0.00% IN 2021-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
35
-162 vs prev Q
New positions
2
Closed positions
162
Increased
12
Reduced
14
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. 3.11M -84.7K (-2.7%) 120.79M +48.2M (+66.3%) 12.40% +1.364 pp 0.00% +0.001 pp USD27.86 +39.6% 6 qtrs
2 VANGUARD GROUP INC 2.20M +27.5K (+1.3%) 85.57M +36.1M (+73.0%) 8.78% +1.269 pp 0.00% +0.001 pp USD37.77 +3.0% 26 qtrs
3 RTW INVESTMENTS, LP 2.12M +2.1M (+100.0%) 82.28M +82.3M (+100.0%) 8.44% +8.444 pp 0.82% +0.824 pp USD38.90 +0.0% 1 qtrs NEW
4 PRINCIPAL FINANCIAL GROUP INC 1.81M +13.3K (+0.7%) 70.32M +29.5M (+72.1%) 7.22% +1.010 pp 0.04% +0.015 pp USD25.78 +50.9% 23 qtrs
5 PORTOLAN CAPITAL MANAGEMENT, LLC 1.73M +214.4K (+14.1%) 67.28M +32.8M (+95.0%) 6.90% +1.664 pp 3.60% +1.738 pp USD23.14 +68.1% 15 qtrs
6 DIMENSIONAL FUND ADVISORS LP 1.14M -330.3K (-22.4%) 44.49M +10.9M (+32.6%) 4.57% -0.532 pp 0.01% +0.002 pp USD24.85 +56.5% 21 qtrs
7 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.06M +658.7K (+164.7%) 41.18M +32.1M (+352.2%) 4.23% +2.843 pp 0.86% +0.667 pp USD32.81 +18.6% 2 qtrs
8 STATE STREET CORP 736.5K +12.4K (+1.7%) 28.65M +12.2M (+73.8%) 2.94% +0.436 pp 0.00% +0.000 pp USD40.71 -4.4% 26 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 714.9K +16.3K (+2.3%) 27.81M +11.9M (+74.8%) 2.85% +0.438 pp 0.00% +0.001 pp USD38.39 +1.3% 26 qtrs
10 AIGH CAPITAL MANAGEMENT LLC 624.7K -82.6K (-11.7%) 24.30M +8.2M (+50.9%) 2.49% +0.048 pp 5.88% +1.344 pp USD22.77 +70.8% 2 qtrs
11 ALLIANZ ASSET MANAGEMENT GMBH 622.3K -26.1K (-4.0%) 24.21M +9.4M (+64.0%) 2.48% +0.242 pp 0.02% +0.008 pp USD23.24 +67.4% 6 qtrs
12 PALISADE CAPITAL MANAGEMENT, LP 567.8K -70.9K (-11.1%) 22.09M +7.5M (+51.9%) 2.27% +0.058 pp 0.65% +0.260 pp USD31.93 +21.8% 17 qtrs
13 WASATCH ADVISORS LP 537.2K -131.9K (-19.7%) 20.90M +5.7M (+37.2%) 2.14% -0.170 pp 0.12% +0.042 pp USD43.95 -11.5% 26 qtrs
14 NUVEEN, LLC 524.7K -432.4K (-45.2%) 20.41M -1.4M (-6.3%) 2.09% -1.216 pp 0.01% 0.000 pp USD20.17 +92.9% 4 qtrs
15 SCHRODER INVESTMENT MANAGEMENT GROUP 492.2K -2.8K (-0.6%) 19.35M +8.3M (+74.8%) 1.96% +0.253 pp 0.01% +0.006 pp USD20.05 +94.0% 4 qtrs
16 RENAISSANCE TECHNOLOGIES LLC 493.1K -69.5K (-12.4%) 19.18M +6.4M (+49.7%) 1.97% +0.023 pp 0.03% +0.013 pp USD24.25 +60.4% 17 qtrs
17 ACADIAN ASSET MANAGEMENT LLC 390.4K -61.2K (-13.6%) 15.18M +4.9M (+47.7%) 1.56% -0.004 pp 0.02% +0.007 pp USD22.34 +74.1% 9 qtrs
18 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 388.5K +52.6K (+15.7%) 15.11M +7.5M (+97.6%) 1.55% +0.389 pp 0.04% +0.016 pp USD25.57 +52.1% 15 qtrs
19 CITADEL ADVISORS LLC 366.4K +115.4K (+46.0%) 14.25M +8.5M (+149.4%) 1.46% +0.595 pp 0.00% +0.001 pp USD26.53 +46.6% 26 qtrs
20 MILLENNIUM MANAGEMENT LLC 308.9K -266.2K (-46.3%) 12.02M -1.1M (-8.2%) 1.23% -0.756 pp 0.01% -0.001 pp USD23.98 +62.2% 26 qtrs
21 EVENTIDE ASSET MANAGEMENT, LLC 305.0K +305.0K (+100.0%) 11.86M +11.9M (+100.0%) 1.22% +1.218 pp 0.19% +0.185 pp USD38.90 +0.0% 1 qtrs NEW
22 GOLDMAN SACHS GROUP INC 287.2K -57.9K (-16.8%) 11.17M +3.3M (+42.2%) 1.15% -0.047 pp 0.00% +0.000 pp USD22.85 +70.2% 26 qtrs
23 KORNITZER CAPITAL MANAGEMENT INC /KS 267.7K -10.6K (-3.8%) 10.41M +4.1M (+64.3%) 1.07% +0.106 pp 0.22% +0.089 pp USD40.99 -5.1% 23 qtrs
24 BANK OF AMERICA CORP /DE/ 263.0K -52.4K (-16.6%) 10.23M +3.1M (+42.5%) 1.05% -0.041 pp 0.00% +0.000 pp USD26.70 +45.7% 26 qtrs
25 NORTHERN TRUST CORP 262.2K -20.0K (-7.1%) 10.20M +3.8M (+58.7%) 1.05% +0.071 pp 0.00% +0.001 pp USD36.91 +5.4% 26 qtrs
26 ADVISORS CAPITAL MANAGEMENT, LLC 250.7K -3.5K (-1.4%) 9.75M +4.0M (+68.5%) 1.00% +0.122 pp 0.11% +0.043 pp USD23.20 +67.7% 19 qtrs
27 BRIDGEWAY CAPITAL MANAGEMENT, LLC 246.9K +69.7K (+39.4%) 9.61M +5.6M (+138.1%) 0.99% +0.373 pp 0.20% +0.115 pp USD26.94 +44.4% 3 qtrs
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 242.5K +4.4K (+1.8%) 9.43M +4.0M (+74.0%) 0.97% +0.145 pp 0.00% +0.001 pp USD42.46 -8.4% 25 qtrs
29 QUBE RESEARCH & TECHNOLOGIES LTD 235.5K +14.6K (+6.6%) 9.16M +4.1M (+82.1%) 0.94% +0.176 pp 0.01% +0.004 pp USD26.06 +49.3% 6 qtrs
30 NEW YORK STATE COMMON RETIREMENT FUND 233.0K +3.0K (+1.3%) 9.07M +3.8M (+73.1%) 0.93% +0.135 pp 0.01% +0.005 pp USD32.01 +21.5% 25 qtrs
31 WELLINGTON MANAGEMENT GROUP LLP 218.6K +218.6K (+100.0%) 8.50M +8.5M (+100.0%) 0.87% +0.873 pp 0.00% +0.002 pp USD38.90 +0.0% 5 qtrs
32 SILVERCREST ASSET MANAGEMENT GROUP LLC 205.0K -162.9K (-44.3%) 7.97M -402.2K (-4.8%) 0.82% -0.454 pp 0.05% -0.001 pp USD25.36 +53.4% 6 qtrs
33 MORGAN STANLEY 203.6K -66.1K (-24.5%) 7.92M +1.8M (+29.0%) 0.81% -0.120 pp 0.00% +0.000 pp USD23.78 +63.6% 26 qtrs
34 BRAIDWELL LP 177.2K -645.6K (-78.5%) 6.89M -11.8M (-63.2%) 0.71% -2.138 pp 0.22% -0.335 pp USD20.24 +92.2% 7 qtrs
35 JANE STREET GROUP, LLC 168.6K +145.8K (+637.0%) 6.56M +6.0M (+1,159.0%) 0.67% +0.594 pp 0.00% +0.001 pp USD36.71 +6.0% 11 qtrs
36 TUDOR INVESTMENT CORP ET AL 167.2K +81.7K (+95.7%) 6.50M +4.6M (+234.3%) 0.67% +0.372 pp 0.01% +0.009 pp USD30.26 +28.6% 8 qtrs
37 D. E. SHAW & CO., INC. 159.7K +67.1K (+72.4%) 6.21M +4.1M (+194.6%) 0.64% +0.317 pp 0.00% +0.002 pp USD29.79 +30.6% 5 qtrs
38 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 159.2K +2.7K (+1.7%) 6.13M +2.6M (+72.1%) 0.64% +0.094 pp 0.01% +0.004 pp USD20.46 +90.1% 17 qtrs
39 PARKMAN HEALTHCARE PARTNERS LLC 150.6K -325.0K (-68.3%) 5.86M -5.0M (-45.9%) 0.60% -1.044 pp 0.56% -0.572 pp USD19.68 +97.7% 11 qtrs
40 BNP PARIBAS ARBITRAGE, SNC 150.0K +10.1K (+7.2%) 5.84M +2.6M (+83.2%) 0.60% +0.115 pp 0.00% +0.001 pp USD24.18 +60.9% 5 qtrs
41 UBS GROUP AG 141.9K -149.5K (-51.3%) 5.52M -1.1M (-16.8%) 0.57% -0.441 pp 0.00% 0.000 pp USD21.22 +83.3% 26 qtrs
42 INVESCO LTD. 135.5K +79.6K (+142.6%) 5.27M +4.0M (+314.4%) 0.54% +0.348 pp 0.00% +0.001 pp USD36.11 +7.7% 23 qtrs
43 EMPOWERED FUNDS, LLC 121.9K +23.7K (+24.2%) 4.74M +2.5M (+112.1%) 0.49% +0.147 pp 0.04% +0.015 pp USD25.13 +54.8% 3 qtrs
44 POINT72 ASSET MANAGEMENT, L.P. 119.5K -217.5K (-64.5%) 4.65M -3.0M (-39.4%) 0.48% -0.689 pp 0.01% -0.008 pp USD22.77 +70.8% 7 qtrs
45 JPMORGAN CHASE & CO 90.0K +62.3K (+224.1%) 3.50M +2.9M (+453.7%) 0.36% +0.263 pp 0.00% +0.000 pp USD35.72 +8.9% 26 qtrs
46 BANK OF NEW YORK MELLON CORP 87.0K -7.0K (-7.5%) 3.38M +1.2M (+58.1%) 0.35% +0.022 pp 0.00% +0.000 pp USD33.83 +15.0% 25 qtrs
47 TWO SIGMA INVESTMENTS, LP 84.1K +58.4K (+227.1%) 3.27M +2.7M (+458.8%) 0.34% +0.247 pp 0.00% +0.004 pp USD33.13 +17.4% 23 qtrs
48 FRANKLIN RESOURCES INC 80.6K -19.2K (-19.2%) 3.14M +863.3K (+38.0%) 0.32% -0.023 pp 0.00% +0.000 pp USD23.88 +62.9% 8 qtrs
49 BIRCHVIEW CAPITAL, LP 80.6K -30.0K (-27.1%) 3.14M +617.0K (+24.5%) 0.32% -0.061 pp 1.84% -0.066 pp USD23.58 +65.0% 9 qtrs
50 AMERICAN CENTURY COMPANIES INC 77.8K -4.7K (-5.7%) 3.03M +1.1M (+61.0%) 0.31% +0.025 pp 0.00% +0.001 pp USD22.12 +75.9% 11 qtrs
51 BRINKER CAPITAL INVESTMENTS, LLC 74.7K -1.7K (-2.2%) 2.90M +1.2M (+67.1%) 0.30% +0.034 pp 0.02% +0.008 pp USD29.12 +33.6% 19 qtrs
52 EAM INVESTORS, LLC 74.1K +74.1K (+100.0%) 2.88M +2.9M (+100.0%) 0.30% +0.296 pp 0.32% +0.321 pp USD38.90 +0.0% 1 qtrs NEW
53 BARCLAYS PLC 72.1K +19.8K (+37.9%) 2.81M +1.3M (+88.2%) 0.29% +0.107 pp 0.00% +0.000 pp USD27.37 +42.1% 16 qtrs
54 UBS ASSET MANAGEMENT AMERICAS INC 69.6K +12.2K (+21.2%) 2.71M +1.4M (+107.0%) 0.28% +0.079 pp 0.00% +0.000 pp USD28.09 +38.5% 24 qtrs
55 TREXQUANT INVESTMENT LP 64.6K -113.8K (-63.8%) 2.51M -1.5M (-38.1%) 0.26% -0.359 pp 0.02% -0.019 pp USD24.26 +60.3% 10 qtrs
56 AQR CAPITAL MANAGEMENT LLC 63.9K +13.0K (+25.6%) 2.48M +1.3M (+114.7%) 0.26% +0.079 pp 0.00% +0.001 pp USD24.73 +57.3% 5 qtrs
57 ENVESTNET ASSET MANAGEMENT INC 62.0K -5.0K (-7.4%) 2.41M +886.5K (+58.2%) 0.25% +0.016 pp 0.00% +0.000 pp USD33.74 +15.3% 20 qtrs
58 SWISS NATIONAL BANK 57.3K +1.3K (+2.3%) 2.23M +953.9K (+74.8%) 0.23% +0.035 pp 0.00% +0.001 pp USD40.56 -4.1% 23 qtrs
59 SQUAREPOINT OPS LLC 55.1K +55.1K (+100.0%) 2.14M +2.1M (+100.0%) 0.22% +0.220 pp 0.00% +0.002 pp USD38.90 +0.0% 6 qtrs
60 HRT FINANCIAL LP 47.7K +415.0 (+0.9%) 1.85M +778.0K (+72.4%) 0.19% +0.027 pp 0.01% +0.002 pp USD23.29 +67.0% 8 qtrs
61 PANAGORA ASSET MANAGEMENT INC 46.0K +24.6K (+115.0%) 1.79M +1.3M (+267.2%) 0.18% +0.110 pp 0.01% +0.004 pp USD31.40 +23.9% 2 qtrs
62 FMR LLC 42.3K +13.7K (+48.2%) 1.64M +995.0K (+153.1%) 0.17% +0.070 pp 0.00% +0.000 pp USD26.85 +44.9% 16 qtrs
63 SEI INVESTMENTS CO 39.7K +13.0K (+48.4%) 1.55M +935.8K (+153.5%) 0.16% +0.066 pp 0.00% +0.001 pp USD29.37 +32.4% 6 qtrs
64 RHUMBLINE ADVISERS 38.5K -5.3K (-12.1%) 1.50M +500.0K (+50.2%) 0.15% +0.002 pp 0.00% +0.000 pp USD33.16 +17.3% 24 qtrs
65 MACKENZIE FINANCIAL CORP 37.3K +13.1K (+54.2%) 1.46M +912.9K (+165.6%) 0.15% +0.065 pp 0.00% +0.001 pp USD29.95 +29.9% 5 qtrs
66 ADVISOR GROUP HOLDINGS, INC. 36.4K +36.0K (+8,822.5%) 1.42M +1.4M (+15,192.7%) 0.15% +0.144 pp 0.00% +0.002 pp USD38.71 +0.5% 22 qtrs
67 AMERIPRISE FINANCIAL INC 35.4K -220.9K (-86.2%) 1.38M -4.5M (-76.4%) 0.14% -0.745 pp 0.00% -0.001 pp USD22.52 +72.7% 24 qtrs
68 WELLS FARGO & COMPANY/MN 34.2K +10.2K (+42.7%) 1.33M +784.8K (+143.7%) 0.14% +0.054 pp 0.00% +0.000 pp USD26.98 +44.2% 26 qtrs
69 PRICE T ROWE ASSOCIATES INC /MD/ 34.1K +1.5K (+4.7%) 1.33M +585.0K (+78.7%) 0.14% +0.024 pp 0.00% +0.000 pp USD35.25 +10.4% 21 qtrs
70 CITIGROUP INC 32.4K +28.2K (+662.9%) 1.26M +1.2M (+1,203.3%) 0.13% +0.115 pp 0.00% +0.001 pp USD36.70 +6.0% 26 qtrs
71 TWO SIGMA ADVISERS, LP 29.9K +20.0K (+202.0%) 1.16M +937.6K (+416.0%) 0.12% +0.085 pp 0.00% +0.002 pp USD33.01 +17.8% 5 qtrs
72 LEGAL & GENERAL GROUP PLC 29.7K -5.2K (-14.8%) 1.16M +361.8K (+45.5%) 0.12% -0.002 pp 0.00% +0.000 pp USD28.81 +35.0% 26 qtrs
73 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 29.4K -526.0 (-1.8%) 1.14M +461.6K (+67.8%) 0.12% +0.014 pp 0.00% +0.001 pp USD20.33 +91.3% 4 qtrs
74 PERKINS CAPITAL MANAGEMENT INC 28.0K -100.0 (-0.4%) 1.09M +450.1K (+70.2%) 0.11% +0.015 pp 0.87% +0.301 pp USD46.65 -16.6% 22 qtrs
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 27.7K +3.1K (+12.6%) 1.08M +517.9K (+92.4%) 0.11% +0.026 pp 0.00% +0.001 pp USD41.38 -6.0% 26 qtrs
76 ALLIANCEBERNSTEIN L.P. 25.3K -8.1K (-24.3%) 983.0K +223.2K (+29.4%) 0.10% -0.015 pp 0.00% +0.000 pp USD28.06 +38.6% 23 qtrs
77 TRUIST FINANCIAL CORP 23.6K +257.0 (+1.1%) 919.1K +387.0K (+72.7%) 0.09% +0.014 pp 0.00% +0.001 pp USD19.80 +96.5% 11 qtrs
78 ENGINEERS GATE MANAGER LP 22.9K -23.6K (-50.7%) 892.7K -166.2K (-15.7%) 0.09% -0.069 pp 0.01% -0.002 pp USD21.42 +81.6% 9 qtrs
79 CAXTON ASSOCIATES LLP 22.5K +22.5K (+100.0%) 873.9K +873.9K (+100.0%) 0.09% +0.090 pp 0.02% +0.017 pp USD38.90 +0.0% 1 qtrs NEW
80 DEUTSCHE BANK AG\ 22.4K +5.7K (+34.5%) 870.7K +491.8K (+129.8%) 0.09% +0.032 pp 0.00% +0.000 pp USD27.11 +43.5% 26 qtrs
81 XTX TOPCO LTD 22.1K +22.1K (+100.0%) 860.7K +860.7K (+100.0%) 0.09% +0.088 pp 0.02% +0.023 pp USD38.90 +0.0% 4 qtrs
82 FOX RUN MANAGEMENT, L.L.C. 21.9K +8.1K (+58.4%) 851.3K +536.6K (+170.5%) 0.09% +0.040 pp 0.13% +0.082 pp USD28.71 +35.5% 2 qtrs
83 SCHONFELD STRATEGIC ADVISORS LLC 21.5K -66.2K (-75.5%) 835.4K -1.2M (-58.2%) 0.09% -0.218 pp 0.00% -0.008 pp USD20.80 +87.0% 23 qtrs
84 SG AMERICAS SECURITIES, LLC 21.3K +8.2K (+62.8%) 827.0K +530.0K (+178.5%) 0.08% +0.040 pp 0.00% +0.000 pp USD28.99 +34.2% 2 qtrs
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 20.2K +20.2K (+100.0%) 785.8K +785.8K (+100.0%) 0.08% +0.081 pp 0.00% +0.000 pp USD38.90 +0.0% 1 qtrs NEW
86 HSBC HOLDINGS PLC 19.5K -13.7K (-41.4%) 760.3K +11.4K (+1.5%) 0.08% -0.037 pp 0.00% +0.000 pp USD21.48 +81.1% 8 qtrs
87 ALGERT GLOBAL LLC 19.0K -38.9K (-67.2%) 738.0K -580.0K (-44.0%) 0.08% -0.125 pp 0.01% -0.011 pp USD22.19 +75.3% 14 qtrs
88 SUMMITTX CAPITAL, L.P. 17.4K -27.6K (-61.3%) 677.2K -347.4K (-33.9%) 0.07% -0.086 pp 0.02% -0.022 pp USD22.77 +70.8% 2 qtrs
89 QUEST PARTNERS LLC 17.1K +2.6K (+17.7%) 665.8K +334.6K (+101.1%) 0.07% +0.018 pp 0.04% +0.016 pp USD25.56 +52.2% 8 qtrs
90 VERITION FUND MANAGEMENT LLC 16.8K +1.2K (+7.5%) 653.9K +297.8K (+83.6%) 0.07% +0.013 pp 0.00% +0.001 pp USD23.11 +68.3% 5 qtrs
91 FIRST BANK & TRUST 16.7K -3.1K (-15.6%) 649.9K +199.0K (+44.2%) 0.07% -0.002 pp 0.11% +0.030 pp USD23.79 +63.5% 6 qtrs
92 CREATIVE PLANNING 16.1K -135.0 (-0.8%) 627.9K +257.3K (+69.4%) 0.06% +0.008 pp 0.00% +0.000 pp USD25.87 +50.4% 6 qtrs
93 METLIFE INVESTMENT MANAGEMENT, LLC 15.9K +— (+0.0%) 617.8K +256.2K (+70.8%) 0.06% +0.009 pp 0.00% +0.001 pp USD40.83 -4.7% 24 qtrs
94 JANUS HENDERSON GROUP PLC 15.0K +5.9K (+64.6%) 585.0K +376.8K (+180.9%) 0.06% +0.028 pp 0.00% +0.000 pp USD29.10 +33.7% 2 qtrs
95 LOS ANGELES CAPITAL MANAGEMENT LLC 23.6K -490.0 (-2.0%) 572.1K +22.9K (+4.2%) 0.09% +0.011 pp 0.00% +0.000 pp USD22.77 +70.8% 4 qtrs
96 PARALLEL ADVISORS, LLC 14.0K -3.8K (-21.4%) 544.1K +139.1K (+34.3%) 0.06% -0.006 pp 0.01% +0.003 pp USD39.69 -2.0% 23 qtrs
97 OAK HARVEST INVESTMENT SERVICES 13.5K -3.4K (-20.1%) 524.6K +140.1K (+36.5%) 0.05% -0.005 pp 0.06% +0.012 pp USD23.05 +68.8% 5 qtrs
98 HARBOR CAPITAL ADVISORS, INC. 13.4K +261.0 (+2.0%) 523.0K +223.0K (+74.3%) 0.05% +0.008 pp 0.04% +0.017 pp USD21.75 +78.9% 11 qtrs
99 Y-INTERCEPT (HONG KONG) LTD 13.2K +13.2K (+100.0%) 515.3K +515.3K (+100.0%) 0.05% +0.053 pp 0.01% +0.012 pp USD38.90 +0.0% 9 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 113 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Health Care Services ETF XHS 1.16% 2.36M 0.35%
2 Harbor Human Capital Factor US Small Cap ETF HAPS 0.44% 753.3K 0.61%
3 iShares US Small Cap Value Factor ETF SVAL 0.29% 568.1K 0.20%
4 Amplify Etho Climate Leadership U.S. ETF ETHO 0.28% 526.3K 0.45%
5 Royce Quant Small-Cap Quality Value ETF SQLV 0.21% 60.0K 0.60%
6 Inspire Small/Mid Cap ETF ISMD 0.20% 674.7K 0.53%
7 Hartford Multifactor Small Cap ETF ROSC 0.19% 118.2K 0.34%
8 iShares Micro-Cap ETF IWC 0.16% 2.37M 0.60%
9 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.14% 2.43M 0.47%
10 iShares U.S. Healthcare Providers ETF IHF 0.11% 1.32M 0.38%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.20
Bearish
Ratio by volume
0.35
Bearish
Buys
2
Sells
10
Shares acquired
6.8K
Shares disposed
19.1K
Cash buys
Cash sales
8.00
Net activity
-12,340
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-21 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,357 25.10 34.1K 47,495 I
2026-04-06 MAETZOLD DEREK J Director / Officer M-Exempt A Common Stock 6,214 2.39 14.9K 27,693 D
2026-03-26 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,357 25.55 34.7K 50,209 I
2026-03-26 Cotton Rodney Director M-Exempt A Common Stock 5,329 0.00 19,331 D
2026-03-18 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 650 25.39 16.5K 21,479 D
2026-03-17 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 18,650 25.93 483.6K 22,129 D
2026-03-16 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 126 26.68 3.4K 40,779 D
2026-03-13 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 13,204 25.45 336.0K 58,354 D
2026-03-12 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 23,179 25.28 585.9K 71,558 D
2026-03-12 Juvenal Tobin W Officer S-Sale D Common Stock 20,863 25.24 526.6K 86,825 D
2026-03-11 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 279 26.11 7.3K 3,336 I
2026-03-05 Stokes Frank Officer S-Sale D Common Stock 6,001 27.98 167.9K 60,085 D
2026-03-05 Cole G Bradley Director S-Sale D Common Stock 2,655 28.51 75.7K 19,309 D
2026-03-04 Stokes Frank Officer M-Exempt A Common Stock 3,800 3.38 12.8K 66,086 D
2026-03-04 Oelschlager Kristen M Officer M-Exempt D Restricted Stock Units 13,811 0.00 27,621 D
2026-03-04 MAETZOLD DEREK J Director / Officer F-InKind D Common Stock 17,931 28.17 505.1K 105,821 D
2026-03-04 Juvenal Tobin W Officer M-Exempt A Common Stock 25,771 0.00 118,087 D
2026-03-03 Stokes Frank Officer S-Sale D Common Stock 1,700 27.81 47.3K 52,483 D
2026-03-03 Oelschlager Kristen M Officer F-InKind D Common Stock 2,427 27.57 66.9K 20,068 D
2026-03-03 MAETZOLD DEREK J Director / Officer F-InKind D Common Stock 19,043 27.57 525.0K 64,655 D
2026-03-03 Juvenal Tobin W Officer F-InKind D Common Stock 3,716 27.57 102.5K 92,316 D
2026-02-04 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 646 37.82 24.4K 83,869 D
2026-02-03 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 3,200 39.91 127.7K 84,515 D
2026-01-20 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 4,017 40.01 160.7K 87,715 D
2026-01-12 Stokes Frank Officer A-Award A Common Stock 8,124 0.00 58,450 D
2026-01-12 Oelschlager Kristen M Officer A-Award A Performance-Based Stock Unit 9,207 0.00 9,207 D
2026-01-12 MAETZOLD DEREK J Director / Officer A-Award A Performance-Based Stock Unit 62,219 0.00 62,219 D
2026-01-12 Juvenal Tobin W Officer A-Award A Common Stock 9,207 0.00 96,032 D
2026-01-06 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,339 40.10 53.7K 29,513 D
2026-01-05 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 2,678 38.09 102.0K 30,852 D
2025-12-22 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 830 40.35 33.5K 33,530 D
2025-12-17 Oelschlager Kristen M Officer S-Sale D Common Stock 14,888 39.31 585.3K 12,323 D
2025-12-17 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 509 40.04 20.4K 34,360 D
2025-12-16 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 12,821 38.55 494.3K 34,869 D
2025-12-15 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,012 39.30 39.8K 47,690 D
2025-12-11 Stokes Frank Officer S-Sale D Common Stock 4,496 37.45 168.4K 50,326 D
2025-12-11 Juvenal Tobin W Officer S-Sale D Common Stock 13,200 37.48 494.7K 86,825 D
2025-12-10 Stokes Frank Officer M-Exempt D Restricted Stock Units 6,170 0.00 0 D
2025-12-10 Oelschlager Kristen M Officer M-Exempt D Restricted Stock Units 6,170 0.00 0 D
2025-12-10 MAETZOLD DEREK J Director / Officer M-Exempt A Common Stock 15,424 0.00 73,285 D
2025-12-10 Juvenal Tobin W Officer M-Exempt D Restricted Stock Units 6,170 0.00 0 D
2025-12-09 Stokes Frank Officer M-Exempt D Restricted Stock Units 14,616 0.00 14,617 D
2025-12-09 Oelschlager Kristen M Officer M-Exempt A Common Stock 15,961 0.00 28,284 D
2025-12-09 MAETZOLD DEREK J Director / Officer F-InKind D Common Stock 13,181 38.25 504.2K 57,861 D
2025-12-09 Juvenal Tobin W Officer M-Exempt D Restricted Stock Units 15,961 0.00 15,961 D
2025-12-04 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,339 40.03 53.6K 37,547 D
2025-12-02 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 2,678 39.23 105.1K 38,886 D
2025-11-26 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 4,258 40.09 170.7K 41,564 D
2025-11-25 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 5,115 40.05 204.9K 45,822 D
2025-11-20 Juvenal Tobin W Officer M-Exempt A Common Stock 4,693 3.38 15.9K 89,288 D
2025-11-18 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 2,678 34.02 91.1K 50,937 D
2025-11-12 Juvenal Tobin W Officer S-Sale D Common Stock 200 35.40 7.1K 84,527 D
2025-11-11 Stokes Frank Officer S-Sale D Common Stock 5,388 35.08 189.0K 43,328 D
2025-11-11 Oelschlager Kristen M Officer S-Sale D Common Stock 18,932 35.10 664.5K 12,323 D
2025-11-11 Juvenal Tobin W Officer S-Sale D Common Stock 500 35.39 17.7K 84,527 D
2025-11-05 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 2,678 31.85 85.3K 53,615 D
2025-11-04 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 6,458 30.41 196.4K 56,530 D
2025-10-31 Oelschlager Kristen M Officer S-Sale D Common Stock 12,678 25.04 317.5K 27,569 D
2025-10-20 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,339 22.44 30.0K 62,988 D
2025-10-02 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,339 22.58 30.2K 64,327 D
2025-09-17 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,339 21.97 29.4K 65,666 D
2025-09-02 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,339 23.93 32.0K 67,005 D
2025-08-27 Oelschlager Kristen M Officer S-Sale D Common Stock 18,007 21.69 390.6K 100,937 I
2025-08-15 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,339 20.04 26.8K 68,344 D
2025-08-13 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 43,019 19.50 839.0K 69,683 D
2025-08-08 Stokes Frank Officer M-Exempt D Performance-Based Stock Unit 9,744 0.00 0 D
2025-08-08 Oelschlager Kristen M Officer M-Exempt A Common Stock 10,640 0.00 174,604 D
2025-08-08 MAETZOLD DEREK J Director / Officer F-InKind D Common Stock 23,972 19.36 464.1K 112,702 D
2025-08-08 Juvenal Tobin W Officer M-Exempt D Performance-Based Stock Unit 10,640 0.00 0 D
2025-06-27 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 4,944 20.30 100.4K 69,683 D
2025-05-22 Olson Tiffany Director A-Award A Restricted Stock Units 13,667 0.00 13,667 D
2025-05-22 Harrison Miles Director A-Award A Restricted Stock Units 13,667 0.00 13,667 D
2025-05-22 Goldberg Ellen Director A-Award A Restricted Stock Units 13,667 0.00 13,667 D
2025-05-22 Cotton Rodney Director A-Award A Restricted Stock Units 13,667 0.00 13,667 D
2025-05-22 Cole G Bradley Director A-Award A Restricted Stock Units 13,667 0.00 13,667 D
2025-05-22 Caple Kim Director A-Award A Restricted Stock Units 13,667 0.00 13,667 D
2025-05-22 BRADBURY DANIEL Director A-Award A Restricted Stock Units 13,667 0.00 13,667 D
2025-05-21 Olson Tiffany Director M-Exempt A Common Stock 8,673 0.00 25,906 D
2025-05-21 Harrison Miles Director M-Exempt D Restricted Stock Units 8,673 0.00 0 D
2025-05-21 Goldberg Ellen Director M-Exempt D Restricted Stock Units 8,673 0.00 0 D
2025-05-21 Cotton Rodney Director M-Exempt A Common Stock 8,673 0.00 14,002 D
2025-05-21 Cole G Bradley Director M-Exempt D Restricted Stock Units 8,673 0.00 0 D
2025-05-21 Caple Kim Director M-Exempt D Restricted Stock Units 8,673 0.00 0 D
2025-05-21 BRADBURY DANIEL Director M-Exempt D Restricted Stock Units 8,673 0.00 0 D
2025-05-08 Cotton Rodney Director A-Award A Restricted Stock Units 1,952 0.00 1,952 D
2025-04-21 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,731 21.52 37.2K 51,910 I
2025-04-09 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 137 20.22 2.8K 4,440 I
2025-04-08 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 30 20.03 600.90 4,578 I
2025-03-26 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,236 20.30 25.1K 77,099 D
2025-03-26 Cotton Rodney Director M-Exempt D Restricted Stock Units 5,329 0.00 10,659 D
2025-03-10 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 2,130 19.52 41.6K 78,335 D
2025-03-07 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 189 20.74 3.9K 67,042 I
2025-03-04 Stokes Frank Officer A-Award A Restricted Stock Units 47,838 0.00 47,838 D
2025-02-20 Stokes Frank Officer S-Sale D Common Stock 8,046 26.70 214.8K 35,319 D
2025-02-05 BRADBURY DANIEL Director S-Sale D Common Stock 1,425 28.17 40.1K 0 I
2025-01-13 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 267 27.51 7.3K 60,780 I
2025-01-07 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 124 30.14 3.7K 71,586 I
2025-01-06 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 325 28.42 9.2K 62,144 I
2025-01-06 Juvenal Tobin W Officer S-Sale D Common Stock 2,230 30.00 66.9K 69,943 D
2025-01-06 BRADBURY DANIEL Director S-Sale D Common Stock 472 29.82 14.1K 5,017 I
2024-12-17 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 9,252 28.33 262.1K 84,874 D
2024-12-16 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 11,059 28.83 318.9K 94,126 D
2024-12-13 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 113 28.47 3.2K 5,747 I
2024-12-10 Stokes Frank Officer F-InKind D Common Stock 900 29.63 26.7K 39,969 D
2024-12-10 Oelschlager Kristen M Officer M-Exempt A Common Stock 6,169 0.00 154,148 D
2024-12-10 MAETZOLD DEREK J Director / Officer M-Exempt D Restricted Stock Units 5,362 0.00 0 D
2024-12-10 Juvenal Tobin W Officer M-Exempt D Restricted Stock Units 1,750 0.00 0 D
2024-12-09 Stokes Frank Officer M-Exempt D Restricted Stock Units 14,617 0.00 29,233 D
2024-12-09 Oelschlager Kristen M Officer M-Exempt A Common Stock 15,961 0.00 150,965 D
2024-12-09 MAETZOLD DEREK J Director / Officer M-Exempt D Restricted Stock Units 33,496 0.00 66,991 D
2024-12-09 Juvenal Tobin W Officer F-InKind D Common Stock 3,887 30.91 120.1K 66,252 D
2024-12-05 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,972 31.35 61.8K 85,748 D
2024-12-03 BRADBURY DANIEL Director S-Sale D Common Stock 348 31.32 10.9K 10,034 I
2024-11-15 Stokes Frank Officer S-Sale D Common Stock 6,123 29.87 182.9K 31,623 D
2024-11-12 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,972 34.15 67.3K 87,720 D
2024-11-05 Juvenal Tobin W Officer M-Exempt A Common Stock 3,507 3.38 11.9K 57,685 D
2024-11-04 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 15 33.16 497.33 75,626 I
2024-11-01 Juvenal Tobin W Officer M-Exempt A Common Stock 1,100 3.38 3.7K 57,278 D
2024-11-01 BRADBURY DANIEL Director S-Sale D Common Stock 1,322 33.90 44.8K 18,746 I
2024-10-14 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,010 32.27 32.6K 76,636 I
2024-10-08 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 150 30.27 4.5K 7,060 I
2024-10-07 BRADBURY DANIEL Director S-Sale D Common Stock 5,017 29.44 147.7K 20,068 I
2024-10-04 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 986 28.73 28.3K 94,622 D
2024-09-16 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,972 30.97 61.1K 95,608
2024-09-11 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 512 30.32 15.5K 79,666
2024-09-09 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 996 29.46 29.3K 98,576
2024-09-05 BRADBURY DANIEL Director S-Sale D Common Stock 5,017 29.02 145.6K 25,085
2024-09-04 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 298 30.02 8.9K 99,572
2024-09-03 Oelschlager Kristen M Officer S-Sale D Common Stock 4,582 29.00 132.9K 136,091
2024-09-03 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 213 30.05 6.4K 80,843
2024-08-30 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 322 30.10 9.7K 100,287
2024-08-29 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 688 30.08 20.7K 81,221
2024-08-26 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 12 30.05 360.59 8,344
2024-08-23 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,037 30.09 31.2K 102,019
2024-08-12 BRADBURY DANIEL Director S-Sale D Common Stock 5,021 26.65 133.8K 30,102
2024-08-09 Stokes Frank Officer A-Award A Common Stock 9,745 0.00 40,568
2024-08-09 Oelschlager Kristen M Officer F-InKind D Common Stock 2,804 26.83 75.2K 140,673
2024-08-09 MAETZOLD DEREK J Director / Officer A-Award A Common Stock 66,991 0.00 124,884
2024-08-09 Juvenal Tobin W Officer A-Award A Common Stock 10,641 0.00 58,770
2024-08-07 Stokes Frank Officer S-Sale D Common Stock 5,400 26.13 141.1K 30,823
2024-08-01 Oelschlager Kristen M Officer S-Sale D Common Stock 4,225 23.77 100.4K 132,836
2024-07-29 Oelschlager Kristen M Officer S-Sale D Common Stock 2,793 22.06 61.6K 145,825
2024-07-14 Goldberg Ellen Director M-Exempt D Restricted Stock Units 440 0.00 0
2024-07-14 Caple Kim Director M-Exempt A Common Stock 440 0.00 13,781
2024-07-01 Olson Tiffany Director M-Exempt A Common Stock 830 0.00 17,233
2024-07-01 Oelschlager Kristen M Officer S-Sale D Common Stock 2,793 21.22 59.3K 148,618
2024-06-03 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,192 23.39 27.9K 82,502
2024-05-25 Olson Tiffany Director M-Exempt A Common Stock 8,636 0.00 16,403
2024-05-25 Harrison Miles Director M-Exempt D Restricted Stock Units 8,636 0.00 0
2024-05-25 Goldberg Ellen Director M-Exempt D Restricted Stock Units 8,636 0.00 0
2024-05-25 Cole G Bradley Director M-Exempt D Restricted Stock Units 8,636 0.00 0
2024-05-25 Caple Kim Director M-Exempt D Restricted Stock Units 8,636 0.00 0
2024-05-25 BRADBURY DANIEL Director M-Exempt A Common Stock 8,636 0.00 13,291
2024-05-23 Olson Tiffany Director A-Award A Restricted Stock Units 8,673 0.00 8,673
2024-05-23 Harrison Miles Director A-Award A Restricted Stock Units 8,673 0.00 8,673
2024-05-23 Goldberg Ellen Director A-Award A Restricted Stock Units 8,673 0.00 8,673
2024-05-23 Cotton Rodney Director A-Award A Restricted Stock Units 6,777 0.00 6,777 D
2024-05-23 Cole G Bradley Director A-Award A Restricted Stock Units 8,673 0.00 8,673
2024-05-23 Caple Kim Director A-Award A Restricted Stock Units 8,673 0.00 8,673
2024-05-23 BRADBURY DANIEL Director A-Award A Restricted Stock Units 8,673 0.00 8,673
2024-05-23 Aspinall Mara G. Director M-Exempt A Common Stock 8,636 0.00 44,139
2024-05-14 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,067 24.17 25.8K 83,839
2024-05-10 Olson Tiffany Director M-Exempt A Common Stock 487 0.00 7,767
2024-05-06 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 386 24.72 9.5K 9,297
2024-05-06 BRADBURY DANIEL Director S-Sale D Common Stock 7,967 24.64 196.3K 9,981
2024-04-23 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 215 20.11 4.3K 86,118
2024-04-12 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,947 20.35 39.6K 65,418
2024-04-08 BRADBURY DANIEL Director S-Sale D Common Stock 761 20.45 15.6K 42,516
2024-04-05 BRADBURY DANIEL Director S-Sale D Common Stock 4,019 20.86 83.8K 18,763
2024-04-04 BRADBURY DANIEL Director S-Sale D Common Stock 3,125 21.45 67.0K 22,782
2024-04-03 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 386 21.70 8.4K 10,071
2024-03-26 Cotton Rodney Director A-Award A Restricted Stock Units 15,988 0.00 15,988
2024-03-21 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 12 20.70 248.40 10,455
2024-03-20 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 374 20.27 7.6K 10,467
2024-03-07 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,222 20.77 25.4K 89,754
2024-03-05 MAETZOLD DEREK J Director / Officer M-Exempt D Stock option (right to buy) 10,686 3.72 39.8K 0
2024-03-04 Stokes Frank Officer A-Award A Restricted Stock Units 48,744 0.00 48,744
2024-03-04 Oelschlager Kristen M Officer A-Award A Restricted Stock Units 55,243 0.00 55,243
2024-03-04 MAETZOLD DEREK J Director / Officer A-Award A Restricted Stock Units 124,437 0.00 124,437
2024-03-04 Juvenal Tobin W Officer A-Award A Restricted Stock Units 55,243 0.00 55,243
2024-03-04 BRADBURY DANIEL Director S-Sale D Common Stock 5,701 20.44 116.5K 28,169
2024-02-07 BRADBURY DANIEL Director S-Sale D Common Stock 658 23.20 15.3K 57,302
2024-02-06 BRADBURY DANIEL Director S-Sale D Common Stock 3,362 23.63 79.4K 34,578
2024-02-05 BRADBURY DANIEL Director S-Sale D Common Stock 931 23.42 21.8K 37,954
2024-01-05 BRADBURY DANIEL Director S-Sale D Common Stock 1,741 20.36 35.4K 41,833
2024-01-04 BRADBURY DANIEL Director S-Sale D Common Stock 6,225 20.40 127.0K 43,591
2024-01-02 Juvenal Tobin W Officer M-Exempt A Common Stock 3,400 3.38 11.5K 46,857
2023-12-29 Oelschlager Kristen M Officer M-Exempt A Common Stock 1,197 2.36 2.8K 138,884
2023-12-28 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 59 22.17 1.3K 11,629
2023-12-27 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 119 21.90 2.6K 11,693
2023-12-26 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 77 21.93 1.7K 11,807
2023-12-22 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 78 21.96 1.7K 11,889
2023-12-21 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 448 21.40 9.6K 81,894
2023-12-20 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 212 21.05 4.5K 82,342
2023-12-19 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 350 20.84 7.3K 12,202
2023-12-18 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 158 20.27 3.2K 12,558
2023-12-15 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 118 20.21 2.4K 12,716
2023-12-14 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 1,019 20.86 21.3K 12,866
2023-12-13 MAETZOLD DEREK J Director / Officer S-Sale D Common Stock 419 20.21 8.5K 13,879
2023-12-13 BRADBURY DANIEL Director S-Sale D Common Stock 399 20.04 8.0K 49,796

Executive team

Top executives
EBIT / Employee
-37.5K
Shares Outstanding
30.30M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Derek J. Maetzold President and CEO 751.4K 4.98M 1.04M 21.4K 6.79M 73.34%
2 2025 Frank Stokes Chief Financial Officer 522.5K 14.4K 1.42M 374.8K 90.2K 2.42M 58.60%
3 2025 Tobin W. Juvenal Chief Commercial Officer 529.2K 14.6K 1.42M 379.5K 21.4K 2.36M 60.02%
4 2025 Kristen M. Oelschlager Chief Operating Officer 529.2K 14.6K 1.42M 379.5K 21.4K 2.36M 60.02%
5 2024 Derek J. Maetzold President and CEO 715.6K 5.28M 921.7K 20.3K 6.94M 76.12%
6 2024 Kristen M. Oelschlager Chief Operating Officer 506.4K 13.9K 1.56M 342.7K 20.2K 2.45M 63.91%
7 2024 Tobin W. Juvenal Chief Commercial Officer 506.4K 13.9K 1.56M 342.7K 20.2K 2.45M 63.91%
8 2024 Frank Stokes Chief Financial Officer 500.0K 13.8K 1.38M 338.4K 74.6K 2.31M 59.82%
9 2023 Derek J. Maetzold President and CEO 686.4K 893.4K 26.2K 1.61M 0.00%
10 2023 Frank Stokes Chief Financial Officer 488.8K 4.9K 316.7K 69.8K 880.3K 0.00%
11 2023 Tobin W. Juvenal Chief Commercial Officer 482.3K 14.5K 312.5K 19.8K 829.1K 0.00%
12 2023 Kristen M. Oelschlager Chief Operating Officer 482.3K 9.6K 312.5K 24.0K 828.5K 0.00%
13 2022 Derek J. Maetzold President and CEO 660.0K 6.10M 771.4K 18.3K 7.55M 80.81%
14 2022 Tobin W. Juvenal Chief Commercial Officer 455.0K 13.7K 1.92M 295.8K 18.3K 2.70M 71.03%
15 2022 Kristen M. Oelschlager Chief Operating Officer 455.0K 13.7K 1.92M 295.8K 18.3K 2.70M 71.03%
16 2022 Frank Stokes Chief Financial Officer 470.0K 4.7K 1.76M 305.5K 69.2K 2.61M 67.42%
17 2021 Derek J. Maetzold President and Chief Executive Officer 625.0K 2.50M 2.66M 722.5K 17.4K 6.52M 79.07%
18 2021 Derek J. Maetzold President and CEO 625.0K 2.50M 2.66M 722.5K 17.4K 6.52M 79.07%
19 2021 Frank Stokes Chief Financial Officer 450.0K 4.5K 1,000.0K 1.06M 289.8K 58.7K 2.87M 71.98%
20 2021 Kristen M. Oelschlager Chief Operating Officer 425.0K 8.5K 1,000.0K 1.06M 273.7K 17.4K 2.79M 74.00%
21 2021 Kristen Oelschlager, R.N. Chief Operating Officer 425.0K 8.5K 1,000.0K 1.06M 273.7K 17.4K 2.79M 74.00%
22 2021 Tobin W. Juvenal Chief Commercial Officer 425.0K 8.5K 1,000.0K 1.06M 273.7K 17.4K 2.79M 74.00%
23 2020 Derek J. Maetzold President and Chief Executive Officer 550.0K 1.27M 3.06M 457.6K 11.4K 5.34M 80.93%
24 2020 Derek J. Maetzold President and CEO 550.0K 1.27M 3.06M 457.6K 11.4K 5.34M 80.93%
25 2020 Frank Stokes Chief Financial Officer 400.0K 4.0K 473.3K 1.09M 208.0K 44.3K 2.22M 70.40%
26 2020 Bernhard E. Spiess Chief Business Officer 350.0K 3.2K 355.0K 806.9K 163.8K 11.4K 1.34M 87.01%
27 2019 Derek J. Maetzold President and Chief Executive Officer 769.6K 18.7K 2.99M 341.8K 11.2K 4.13M 72.38%
28 2019 Frank Stokes Chief Financial Officer 327.1K 7.7K 968.9K 141.7K 52.8K 1.50M 64.67%
29 2019 Federico A. Monzon, M.D. Chief Medical Officer 326.8K 8.1K 644.4K 148.1K 11.2K 1.14M 56.59%
30 2018 Derek J. Maetzold President and Chief Executive Officer 409.5K 161.0K 206.0K 14.2K 790.8K 20.37%
31 2018 Frank Stokes Chief Financial Officer 275.0K 177.3K 96.3K 44.7K 593.3K 29.89%
32 2018 Federico A. Monzon, M.D. Chief Medical Officer 317.1K 33.4K 112.4K 11.0K 473.9K 7.05%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2025-04-09 DEFA14A
2025-04-09 DEF 14A
2025-03-28 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-04-23 4
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2026-04-08 ARS
2026-04-08 4
2026-03-30 4
2026-03-30 4
2026-03-26 SC 13G/A

Executive team

NameTitleCompensationGender
Derek J. Maetzold Founder, Chief Executive Officer, President & Director 2M male
Frank Stokes Chief Financial Officer & Treasurer 1M male
Kristen Oelschlager Chief Operating Officer 944.7K female
Tobin W. Juvenal Chief Commercial Officer 944.7K male
Kevin Doman Vice President of Sales male
Matthew Goldberg Senior Vice President of Medical
Camilla Zuckero Vice President of Investor Relations & Corporate Affairs female
Trisha Poteet Senior VP of Clinical Services & Manufacturing Operations female
Hillary Caruso Chief of Staff
Jay Braxton Vice President of Marketing & Brand Manager of Uveal Melanoma (UM)
Keli Greenberg Vice President of Human Resources female
ESG Rating
B-
MEDICAL - DIAGNOSTICS & RESEARCH
2026
E (Environmental)
49.3 / 61.3
Company / Sector avg.
S (Social)
57.4 / 65.4
Company / Sector avg.
G (Governance)
65.1 / 64.9
Company / Sector avg.
ESG Total
57.3 / 63.8
Company / Sector avg.
ESG Score History MEDICAL - DIAGNOSTICS & RESEARCH
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
2022-03-15 2022-04-17 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
2020-12-23 2021-01-11 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2020-12-21 2021-01-07 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits