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Dave Inc. (DAVE)

USD402.75 +13.19 (+3.39%)
US NASDAQ Technology Software - Application
Address 750 North San Vicente Boulevard 900W 90069
West Hollywood, CA, US
CEO Jason Wilk
Website dave.com
IPO 2021-04-26
CIK 1841408 ISIN US23834J2015

Explore sections of this company profile

Also trades on NASDAQ Global Market · DAVE (USD) NASDAQ Global Market · DAVEW (USD)
Description

Dave Inc. manages a digital platform that delivers a comprehensive array of financial products and services. Among its key offerings is "Insights," a personal finance management solution designed to help members monitor their earnings and expenditures between salary payments. The company also provides "ExtraCash," a no-cost alternative to traditional overdrafts or short-term credit, which allows users to advance money to their accounts and bypass associated fees. Furthermore, its platform features "Side Hustle," an integrated portal for job applications. Dave Inc. also includes "Dave Banking," which operates as a digital checking and demand deposit account. Established in 2015, the firm is headquartered in West Hollywood, California.

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
USD402.75 +13.19 (+3.39%)
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Volume Profile
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Liquidity & share structure
Average Volume
607.0K
Beta
3.89
Float Shares
10.74M
Free Float %
81.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.87% -1.67% +30.66% +42.40% +0.27% +9.41% +40.91% +4,905.17% -22.50% -22.75% -22.75%
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
402.75
Low 332.00 -17.6%
Consensus 339.67 -15.7%
Median 342.00 -15.1%
High 345.00 -14.3%
DCF (Levered) 76.78 -80.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 6 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
337.00
-16.3%
Last Quarter 2
337.00
-16.3%
Last Year 11
300.00
-25.5%
All Time 25
178.44
-55.7%
Quality scores
Altman Z-Score
9.47
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +47.5% Q1'26: +36.7% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +222.9% Q1'26: +104.1% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    +35.9% Q1'26: +55.6% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    +34.2% Q1'26: +14.3% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    +50.4% Q1'26: +20.6% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +4.8% Q1'26: -1.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    0.41× Q1'26: 1.08× (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 (3.94) × ERP
WACC = 98% × Ke + 2% × Kd (9.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 402.75
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 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
6 EPS Ana.
Dec 2027
6 Rev. Ana.
6 EPS Ana.
Dec 2028
2 Rev. Ana.
3 EPS Ana.
Revenue
204.84M
est: 205.10M (-0.1%)
259.09M
est: 292.68M (-11.5%)
347.08M
est: 342.55M (+1.3%)
511.91M
est: 551.05M (-7.1%)
709.90M
701.74M – 714.73M
+28.8% YoY
838.87M
819.99M – 868.57M
+18.2% YoY
652.60M
636.05M – 677.67M
-22.2% YoY
EBITDA
-112.64M
est: -24.04M (-368.7%)
-31.08M
est: -11.02M (-181.9%)
76.02M
est: -12.90M (+689.2%)
182.20M
est: -20.76M (+977.8%)
-26.74M
-26.92M – -26.43M
-28.8% YoY
-31.60M
-32.72M – -30.89M
-18.2% YoY
-24.58M
-25.53M – -23.96M
+22.2% YoY
EBIT
-119.78M
est: -28.65M (-318.1%)
-36.62M
est: -17.59M (-108.2%)
68.34M
est: -20.59M (+431.9%)
175.07M
est: -33.13M (+628.5%)
-42.68M
-42.97M – -42.19M
-28.8% YoY
-50.43M
-52.21M – -49.29M
-18.2% YoY
-39.23M
-40.74M – -38.24M
+22.2% YoY
Net Income
-128.91M
est: -4.84M (-2,564.5%)
-48.52M
est: 34.47M (-240.7%)
57.87M
est: 52.77M (+9.7%)
195.87M
est: 179.70M (+9.0%)
214.30M
208.81M – 232.74M
+19.3% YoY
251.00M
239.44M – 271.21M
+17.1% YoY
98.47M
95.22M – 103.39M
-60.8% YoY
SGA
172.47M
est: 122.54M (+40.7%)
143.30M
est: 145.92M (-1.8%)
151.93M
est: 170.79M (-11.0%)
est: 274.74M (-100.0%)
353.94M
349.87M – 356.35M
+28.8% YoY
418.24M
408.83M – 433.05M
+18.2% YoY
325.37M
317.12M – 337.87M
-22.2% YoY
EPS
-10.92
est: -0.35 (-3,020.0%)
-4.07
est: 2.36 (-272.4%)
4.62
est: 3.61 (+27.9%)
14.65
est: 12.45 (+17.7%)
15.21
14.42 – 16.07
+22.2% YoY
17.79
16.54 – 18.73
+17.0% YoY
6.80
6.58 – 7.14
-61.8% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 Keefe, Bruyette & Woods Outperform Outperform Maintain
2026-05-04 Barrington Research Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 3/5 5/5 5/5 1/5 4/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 1/5 4/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 1/5 4/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 1/5 4/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 1/5 4/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-29 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-28 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-27 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-24 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-23 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-22 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-21 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-20 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-17 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-16 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-04-15 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
327.82M
OE per share TTM
22.65
Owner's Yield
10.07%
Maintenance CapEx ratio
0.50%
Maint CapEx / Avg PPE
0.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
54
Total invested
54.77M
Insider transactions (90d)
0
Beneficial owners (>5%)
27
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Section 32 Fund 1, LP (“Fund 1”) 98.11M 30.30% 98.11M 10.00 98.11M PN 2022-04-04
2 Section 32 GP 1, LLC (“GP 1”) 98.11M 30.30% 98.11M 10.00 98.11M OO 2022-04-04
3 William J. Maris (“Maris”) 98.11M 30.30% 98.11M 10.00 98.11M IN 2022-04-04
4 Jason Wilk 48.45M 13.00% 48.45M 48.45M OO 2022-01-26
5 Paras Chitrakar 31.80M 9.50% 31.80M 31.80M OO 2022-01-26
6 Genesis VC Partners XIV, LLC 18.65M 5.70% 18.65M OO Delaware 2023-02-14
7 Jeffrey Crowe 18.65M 5.70% 18.65M IN United States of America 2023-02-14
8 Jon E. Kossow 18.65M 5.70% 18.65M IN United States of America 2023-02-14
9 NVP Associates, LLC 18.65M 5.70% 18.65M OO Delaware 2023-02-14
10 Norwest Venture Partners XIV, LP 18.65M 5.70% 18.65M PN Delaware 2023-02-14
11 Promod Haque 18.65M 5.70% 18.65M IN United States of America 2023-02-14
12 Corbin Capital Partners GP, LLC 5.19M 1.60% 5.19M 5.19M PN Delaware 2022-03-11
13 Corbin Capital Partners, L.P. 5.19M 1.60% 5.19M 5.19M PN Delaware 2022-03-11
14 Corbin ERISA Opportunity Fund, Ltd. 2.14M 0.70% 2.14M 2.14M OO Delaware 2022-03-11
15 Pinehurst Partners, L.P. 2.12M 0.70% 2.12M 2.12M PN Delaware 2022-03-11
16 Israel A. Englander 1.27M 5.00% 1.27M 1.27M IN 2022-02-14
17 Millennium Group Management LLC 1.27M 5.00% 1.27M 1.27M OO 2022-02-14
18 Millennium International Management LP 1.27M 5.00% 1.27M 1.27M PN 2022-02-14
19 Millennium Management LLC 1.27M 5.00% 1.27M 1.27M OO 2022-02-14
20 ICS Opportunities, Ltd. 891.1K 3.51% 891.1K 891.1K CO 2022-02-14
21 Divisadero Street Capital Management, LP 642.3K 5.90% 642.3K 642.3K IA, PN Delaware 2024-07-02
22 Divisadero Street Partners GP, LLC 642.3K 5.90% 642.3K 642.3K HC, OO Delaware 2024-07-02
23 Divisadero Street Partners, L.P. 642.3K 5.90% 642.3K 642.3K PN Delaware 2024-07-02
24 William Zolezzi 642.3K 5.90% 642.3K 642.3K HC, IN Delaware 2024-07-02
25 ICS Opportunities II LLC 377.2K 1.49% 377.2K 377.2K OO 2022-02-14
26 Integrated Core Strategies (US) LLC 0.00% OO 2022-02-14
27 Marshall Wace LLP 0.00% IA, PN England 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
54
-256 vs prev Q
New positions
9
Closed positions
244
Increased
26
Reduced
15
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 62.5K +62.5K (+100.0%) 13.84B +13.8B (+100.0%) 0.46% +0.465 pp 9.74% +9.743 pp USD221.41 +0.0% 1 qtrs NEW
2 HOOD RIVER CAPITAL MANAGEMENT LLC 1.12M +35.1K (+3.2%) 247.08M +31.6M (+14.7%) 8.29% +0.205 pp 2.71% +0.165 pp USD84.64 +161.6% 6 qtrs
3 BLACKROCK, INC. 868.8K +126.9K (+17.1%) 192.37M +44.5M (+30.1%) 6.46% +0.905 pp 0.00% +0.001 pp USD105.80 +109.3% 6 qtrs
4 DIVISADERO STREET CAPITAL MANAGEMENT, LP 725.1K +725.1K (+100.0%) 160.54M +160.5M (+100.0%) 5.39% +5.388 pp 7.51% +7.510 pp USD221.41 +0.0% 1 qtrs NEW
5 VANGUARD GROUP INC 685.8K +30.5K (+4.7%) 151.85M +21.2M (+16.2%) 5.10% +0.193 pp 0.00% +0.000 pp USD73.49 +201.3% 12 qtrs
6 RENAISSANCE TECHNOLOGIES LLC 499.1K +112.7K (+29.2%) 110.51M +33.5M (+43.5%) 3.71% +0.818 pp 0.17% +0.070 pp USD140.70 +57.4% 9 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 318.3K +75.6K (+31.1%) 70.48M +22.1M (+45.6%) 2.37% +0.549 pp 0.00% +0.001 pp USD112.10 +97.5% 12 qtrs
8 WHETSTONE CAPITAL ADVISORS, LLC 271.9K -4.8K (-1.7%) 60.21M +5.0M (+9.1%) 2.02% -0.050 pp 18.79% +3.508 pp USD27.37 +709.0% 12 qtrs
9 AMERICAN CENTURY COMPANIES INC 265.7K +36.1K (+15.7%) 58.84M +13.0M (+28.5%) 1.97% +0.256 pp 0.03% +0.006 pp USD115.20 +92.2% 8 qtrs
10 DRIEHAUS CAPITAL MANAGEMENT LLC 257.4K -49.6K (-16.2%) 57.00M -4.2M (-6.9%) 1.91% -0.384 pp 0.39% -0.051 pp USD179.19 +23.6% 4 qtrs
11 STATE STREET CORP 233.2K +22.3K (+10.6%) 51.62M +9.6M (+22.8%) 1.73% +0.155 pp 0.00% +0.000 pp USD84.92 +160.7% 12 qtrs
12 DIMENSIONAL FUND ADVISORS LP 210.9K +38.7K (+22.5%) 46.70M +12.4M (+36.0%) 1.57% +0.279 pp 0.01% +0.002 pp USD164.11 +34.9% 5 qtrs
13 CITADEL ADVISORS LLC 206.2K +121.3K (+142.9%) 45.65M +28.7M (+169.8%) 1.53% +0.897 pp 0.01% +0.004 pp USD207.83 +6.5% 8 qtrs
14 WELLINGTON MANAGEMENT GROUP LLP 189.0K +11.9K (+6.7%) 41.86M +6.6M (+18.6%) 1.40% +0.080 pp 0.01% +0.001 pp USD222.26 -0.4% 3 qtrs
15 FMR LLC 171.0K -32.4K (-15.9%) 37.86M -2.7M (-6.6%) 1.27% -0.251 pp 0.00% 0.000 pp USD165.22 +34.0% 6 qtrs
16 D. E. SHAW & CO., INC. 155.7K -126.4K (-44.8%) 34.47M -21.8M (-38.7%) 1.16% -0.954 pp 0.02% -0.013 pp USD234.41 -5.5% 6 qtrs
17 G2 INVESTMENT PARTNERS MANAGEMENT LLC 132.7K -13.5K (-9.2%) 29.37M +244.8K (+0.8%) 0.99% -0.108 pp 6.98% +1.095 pp USD71.33 +210.4% 8 qtrs
18 IMC-CHICAGO, LLC 126.9K +104.3K (+460.4%) 28.10M +23.6M (+522.4%) 0.94% +0.774 pp 0.01% +0.009 pp USD217.47 +1.8% 4 qtrs
19 JEFFERIES FINANCIAL GROUP INC. 125.9K +125.9K (+100.0%) 27.87M +27.9M (+100.0%) 0.94% +0.936 pp 0.14% +0.142 pp USD221.41 +0.0% 1 qtrs NEW
20 FRANKLIN RESOURCES INC 123.7K +62.4K (+101.7%) 27.39M +15.2M (+124.0%) 0.92% +0.460 pp 0.01% +0.004 pp USD199.88 +10.8% 6 qtrs
21 NEUBERGER BERMAN GROUP LLC 123.2K -10.8K (-8.1%) 27.29M +562.0K (+2.1%) 0.92% -0.087 pp 0.02% +0.001 pp USD199.35 +11.1% 2 qtrs
22 NORTHERN TRUST CORP 119.9K +2.4K (+2.1%) 26.54M +3.1M (+13.4%) 0.89% +0.012 pp 0.00% +0.000 pp USD88.09 +151.3% 9 qtrs
23 INVESCO LTD. 114.8K -151.0 (-0.1%) 25.42M +2.5M (+10.9%) 0.85% -0.007 pp 0.00% +0.000 pp USD251.71 -12.0% 5 qtrs
24 GOLDMAN SACHS GROUP INC 111.0K +39.8K (+55.8%) 24.58M +10.4M (+73.0%) 0.82% +0.292 pp 0.00% +0.001 pp USD168.67 +31.3% 8 qtrs
25 VOYA INVESTMENT MANAGEMENT LLC 101.8K -42.4K (-29.4%) 22.55M -6.2M (-21.6%) 0.76% -0.323 pp 0.02% -0.007 pp USD200.56 +10.4% 6 qtrs
26 NUVEEN, LLC 100.7K -18.4K (-15.5%) 22.29M -1.5M (-6.1%) 0.75% -0.143 pp 0.01% 0.000 pp USD82.66 +167.9% 4 qtrs
27 JANE STREET GROUP, LLC 99.6K -21.4K (-17.6%) 22.06M -2.1M (-8.5%) 0.74% -0.165 pp 0.00% 0.000 pp USD215.20 +2.9% 8 qtrs
28 MILLENNIUM MANAGEMENT LLC 93.4K +33.9K (+57.1%) 20.69M +8.8M (+74.5%) 0.69% +0.249 pp 0.01% +0.004 pp USD176.63 +25.4% 8 qtrs
29 MANE GLOBAL CAPITAL MANAGEMENT LP 93.1K -64.9K (-41.1%) 20.61M -10.9M (-34.6%) 0.69% -0.491 pp 1.11% -0.325 pp USD231.97 -4.6% 3 qtrs
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 90.6K +2.7K (+3.1%) 20.05M +2.5M (+14.5%) 0.67% +0.016 pp 0.00% +0.000 pp USD161.26 +37.3% 8 qtrs
31 SG AMERICAS SECURITIES, LLC 88.6K +84.8K (+2,267.1%) 19.61M +18.9M (+2,528.2%) 0.66% +0.630 pp 0.03% +0.023 pp USD216.71 +2.2% 6 qtrs
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 81.6K -462.2K (-85.0%) 18.07M -90.3M (-83.3%) 0.61% -3.463 pp 0.00% -0.010 pp USD202.38 +9.4% 8 qtrs
33 BANK OF AMERICA CORP /DE/ 81.3K +45.6K (+127.8%) 18.00M +10.9M (+153.0%) 0.60% +0.337 pp 0.00% +0.001 pp USD173.31 +27.8% 9 qtrs
34 SEI INVESTMENTS CO 81.1K +17.7K (+27.9%) 17.96M +5.3M (+42.0%) 0.60% +0.128 pp 0.02% +0.004 pp USD93.31 +137.3% 6 qtrs
35 VOLORIDGE INVESTMENT MANAGEMENT, LLC 75.8K -35.8K (-32.0%) 16.79M -5.5M (-24.5%) 0.56% -0.271 pp 0.06% -0.016 pp USD243.82 -9.2% 5 qtrs
36 METAVASI CAPITAL LP 74.0K -10.0K (-11.9%) 16.39M -360.6K (-2.2%) 0.55% -0.079 pp 6.68% +1.618 pp USD124.96 +77.2% 5 qtrs
37 TREXQUANT INVESTMENT LP 70.6K +11.4K (+19.2%) 15.63M +3.8M (+32.4%) 0.52% +0.082 pp 0.14% +0.018 pp USD70.98 +211.9% 8 qtrs
38 FINDELL CAPITAL MANAGEMENT LLC 70.0K +32.0K (+84.2%) 15.50M +7.9M (+104.6%) 0.52% +0.236 pp 4.46% +1.467 pp USD209.43 +5.7% 2 qtrs
39 UBS GROUP AG 69.7K +11.0K (+18.8%) 15.43M +3.7M (+31.9%) 0.52% +0.079 pp 0.00% +0.001 pp USD208.38 +6.3% 8 qtrs
40 MORGAN STANLEY 68.2K -49.1K (-41.9%) 15.09M -8.3M (-35.5%) 0.51% -0.371 pp 0.00% -0.001 pp USD157.11 +40.9% 12 qtrs
41 FIRST TRUST ADVISORS LP 67.0K +26.3K (+64.5%) 14.82M +6.7M (+82.7%) 0.50% +0.193 pp 0.01% +0.005 pp USD249.98 -11.4% 3 qtrs
42 RUSSELL INVESTMENTS GROUP, LTD. 63.9K +11.0K (+20.8%) 14.15M +3.6M (+34.1%) 0.47% +0.079 pp 0.02% +0.003 pp USD135.18 +63.8% 6 qtrs
43 AZORA CAPITAL LP 62.5K -70.7K (-53.1%) 13.84M -12.7M (-47.9%) 0.46% -0.533 pp 0.87% -0.359 pp USD236.11 -6.2% 3 qtrs
44 S SQUARED TECHNOLOGY, LLC 61.4K -6.0K (-8.9%) 13.58M +157.3K (+1.2%) 0.46% -0.048 pp 5.26% +0.156 pp USD94.13 +135.2% 5 qtrs
45 CANADA PENSION PLAN INVESTMENT BOARD 59.3K +54.4K (+1,110.2%) 13.13M +12.2M (+1,244.1%) 0.44% +0.404 pp 0.01% +0.008 pp USD219.59 +0.8% 2 qtrs
46 OBERWEIS ASSET MANAGEMENT INC/ 58.9K +13.3K (+29.2%) 13.05M +4.0M (+43.4%) 0.44% +0.097 pp 0.48% +0.129 pp USD232.84 -4.9% 3 qtrs
47 PRINCIPAL FINANCIAL GROUP INC 55.8K -12.0K (-17.7%) 12.35M -1.2M (-8.6%) 0.41% -0.093 pp 0.01% -0.001 pp USD255.62 -13.4% 3 qtrs
48 BNP PARIBAS ARBITRAGE, SNC 54.7K +39.7K (+266.0%) 12.10M +9.1M (+306.6%) 0.41% +0.295 pp 0.01% +0.004 pp USD233.90 -5.3% 5 qtrs
49 QUBE RESEARCH & TECHNOLOGIES LTD 54.5K +16.9K (+45.1%) 12.07M +4.6M (+61.2%) 0.41% +0.124 pp 0.01% +0.005 pp USD206.90 +7.0% 4 qtrs
50 ALLIANZ ASSET MANAGEMENT GMBH 44.7K +42.5K (+1,936.8%) 9.89M +9.5M (+2,162.2%) 0.33% +0.316 pp 0.01% +0.010 pp USD220.33 +0.5% 2 qtrs
51 PORTOLAN CAPITAL MANAGEMENT, LLC 44.0K +44.0K (+100.0%) 9.74M +9.7M (+100.0%) 0.33% +0.327 pp 0.52% +0.522 pp USD221.41 +0.0% 1 qtrs NEW
52 CALAMOS ADVISORS LLC 42.6K +5.5K (+14.8%) 9.42M +2.0M (+27.5%) 0.32% +0.039 pp 0.04% +0.008 pp USD133.07 +66.4% 4 qtrs
53 LORD, ABBETT & CO. LLC 38.7K +28.0 (+0.1%) 8.57M +860.0K (+11.2%) 0.29% -0.002 pp 0.03% +0.003 pp USD268.38 -17.5% 3 qtrs
54 PEREGRINE CAPITAL MANAGEMENT LLC 38.2K +38.2K (+100.0%) 8.46M +8.5M (+100.0%) 0.28% +0.284 pp 0.26% +0.260 pp USD221.41 +0.0% 1 qtrs NEW
55 BANK OF NEW YORK MELLON CORP 37.8K +1.7K (+4.7%) 8.37M +1.2M (+16.3%) 0.28% +0.011 pp 0.00% +0.000 pp USD109.96 +101.4% 7 qtrs
56 BOOTHBAY FUND MANAGEMENT, LLC 37.7K +2.2K (+6.1%) 8.35M +1.3M (+17.9%) 0.28% +0.014 pp 0.12% +0.022 pp USD101.67 +117.8% 8 qtrs
57 PROSPECT CAPITAL ADVISORS, LLC 37.5K -4.2K (-10.0%) 8.30M -1.5K (0.0%) 0.28% -0.033 pp 4.28% -0.021 pp USD229.51 -3.5% 3 qtrs
58 MARSHALL WACE, LLP 35.8K +31.5K (+729.7%) 7.93M +7.1M (+821.6%) 0.27% +0.234 pp 0.01% +0.006 pp USD199.60 +10.9% 7 qtrs
59 INTERVAL PARTNERS, LP 33.3K +6.9K (+26.1%) 7.38M +2.1M (+40.0%) 0.25% +0.050 pp 0.13% +0.046 pp USD203.91 +8.6% 2 qtrs
60 AQR CAPITAL MANAGEMENT LLC 30.5K -2.3K (-6.9%) 6.75M +221.0K (+3.4%) 0.23% -0.019 pp 0.00% -0.001 pp USD39.96 +454.1% 6 qtrs
61 GRATIA CAPITAL, LLC 29.6K +29.6K (+100.0%) 6.56M +6.6M (+100.0%) 0.22% +0.220 pp 4.89% +4.890 pp USD221.41 +0.0% 1 qtrs NEW
62 STATE OF WISCONSIN INVESTMENT BOARD 29.0K +8.4K (+40.5%) 6.43M +2.3M (+56.1%) 0.22% +0.061 pp 0.01% +0.005 pp USD150.47 +47.1% 4 qtrs
63 CAPITAL FUND MANAGEMENT S.A. 26.2K -4.8K (-15.6%) 5.81M -385.1K (-6.2%) 0.20% -0.038 pp 0.02% 0.000 pp USD199.35 +11.1% 2 qtrs
64 SEGALL BRYANT & HAMILL, LLC 25.4K +25.4K (+100.0%) 5.63M +5.6M (+100.0%) 0.19% +0.189 pp 0.08% +0.076 pp USD221.41 +0.0% 1 qtrs NEW
65 4D ADVISORS, LLC 25.0K +25.0K (+100.0%) 5.54M +5.5M (+100.0%) 0.19% +0.186 pp 3.03% +3.034 pp USD221.41 +0.0% 1 qtrs NEW
66 BARCLAYS PLC 23.0K +11.8K (+106.2%) 5.09M +4.6M (+1,042.5%) 0.17% +0.088 pp 0.00% +0.001 pp USD145.35 +52.3% 7 qtrs
67 ENSIGN PEAK ADVISORS, INC 21.6K -2.5K (-10.3%) 4.79M -18.5K (-0.4%) 0.16% -0.020 pp 0.01% +0.001 pp USD219.40 +0.9% 3 qtrs
68 SWISS NATIONAL BANK 21.6K +3.3K (+18.0%) 4.78M +1.1M (+31.1%) 0.16% +0.024 pp 0.00% +0.001 pp USD109.68 +101.9% 4 qtrs
69 TWO SIGMA INVESTMENTS, LP 21.1K -66.5K (-75.9%) 4.68M -12.8M (-73.2%) 0.16% -0.499 pp 0.01% -0.019 pp USD255.50 -13.3% 8 qtrs
70 TUDOR INVESTMENT CORP ET AL 20.3K -8.5K (-29.5%) 4.49M -1.2M (-21.7%) 0.15% -0.065 pp 0.01% -0.002 pp USD199.69 +10.9% 4 qtrs
71 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 19.4K +— (+0.0%) 4.29M +427.4K (+11.1%) 0.14% -0.001 pp 0.01% +0.001 pp USD237.47 -6.8% 3 qtrs
72 WALLEYE CAPITAL LLC 18.7K +15.8K (+556.7%) 4.14M +3.6M (+629.4%) 0.14% +0.118 pp 0.01% +0.011 pp USD228.57 -3.1% 3 qtrs
73 ALLIANCEBERNSTEIN L.P. 18.4K -3.8K (-17.2%) 4.08M -355.5K (-8.0%) 0.14% -0.030 pp 0.00% 0.000 pp USD53.92 +310.6% 7 qtrs
74 SQUAREPOINT OPS LLC 18.4K +9.0K (+95.7%) 4.07M +2.2M (+117.4%) 0.14% +0.066 pp 0.00% +0.003 pp USD210.14 +5.4% 2 qtrs
75 F/M INVESTMENTS LLC 17.6K +17.6K (+100.0%) 3.89M +3.9M (+100.0%) 0.13% +0.131 pp 0.15% +0.148 pp USD221.41 +0.0% 1 qtrs NEW
76 AMERIPRISE FINANCIAL INC 16.9K -192.2K (-91.9%) 3.73M -37.9M (-91.0%) 0.13% -1.439 pp 0.00% -0.009 pp USD183.07 +20.9% 8 qtrs
77 MAGNETAR FINANCIAL LLC 16.4K +16.4K (+100.0%) 3.64M +3.6M (+100.0%) 0.12% +0.122 pp 0.04% +0.036 pp USD221.41 +0.0% 1 qtrs NEW
78 MAVERICK CAPITAL LTD 16.4K +9.5K (+136.4%) 3.63M +2.2M (+162.6%) 0.12% +0.070 pp 0.04% +0.021 pp USD212.08 +4.4% 2 qtrs
79 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 16.2K -2.2K (-12.2%) 3.58M -90.2K (-2.5%) 0.12% -0.018 pp 0.01% 0.000 pp USD199.35 +11.1% 2 qtrs
80 WELLS FARGO & COMPANY/MN 16.0K +8.2K (+104.5%) 3.53M +2.0M (+127.1%) 0.12% +0.060 pp 0.00% +0.000 pp USD171.59 +29.0% 12 qtrs
81 GLOBEFLEX CAPITAL L P 15.1K +7.8K (+107.7%) 3.35M +1.9M (+130.7%) 0.11% +0.058 pp 0.51% +0.289 pp USD210.79 +5.0% 2 qtrs
82 UBS ASSET MANAGEMENT AMERICAS INC 15.0K +2.9K (+23.9%) 3.33M +909.7K (+37.7%) 0.11% +0.021 pp 0.00% +0.000 pp USD212.95 +4.0% 4 qtrs
83 REGAL PARTNERS LTD 15.0K +9.7K (+184.9%) 3.32M +2.3M (+216.4%) 0.11% +0.072 pp 0.19% +0.116 pp USD188.63 +17.4% 8 qtrs
84 SCHONFELD STRATEGIC ADVISORS LLC 15.0K -14.2K (-48.6%) 3.32M -2.5M (-43.0%) 0.11% -0.107 pp 0.01% -0.018 pp USD226.56 -2.3% 3 qtrs
85 Y-INTERCEPT (HONG KONG) LTD 14.9K +5.6K (+60.0%) 3.30M +1.4M (+77.7%) 0.11% +0.041 pp 0.07% +0.029 pp USD231.78 -4.5% 5 qtrs
86 GROUP ONE TRADING, L.P. 14.8K +14.8K (+100.0%) 3.27M +3.3M (+100.0%) 0.11% +0.110 pp 0.01% +0.006 pp USD221.41 +0.0% 1 qtrs NEW
87 EXODUSPOINT CAPITAL MANAGEMENT, LP 14.7K +14.7K (+100.0%) 3.25M +3.3M (+100.0%) 0.11% +0.109 pp 0.03% +0.026 pp USD221.41 +0.0% 3 qtrs
88 GREAT LAKES ADVISORS, LLC 13.4K -5.9K (-30.7%) 2.97M -888.3K (-23.0%) 0.10% -0.045 pp 0.02% -0.008 pp USD82.66 +167.9% 4 qtrs
89 JPMORGAN CHASE & CO 12.8K +4.4K (+52.4%) 2.84M +1.2M (+69.3%) 0.10% +0.032 pp 0.00% +0.000 pp USD102.79 +115.4% 8 qtrs
90 VERITION FUND MANAGEMENT LLC 12.8K -6.9K (-35.1%) 2.83M -1.1M (-27.9%) 0.10% -0.052 pp 0.01% -0.005 pp USD262.25 -15.6% 3 qtrs
91 RHUMBLINE ADVISERS 12.7K -1.0K (-7.6%) 2.80M +71.0K (+2.6%) 0.09% -0.009 pp 0.00% +0.000 pp USD83.38 +165.5% 11 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.23
Bearish
Ratio by volume
3.00
Bullish
Buys
7
Sells
30
Shares acquired
157.6K
Shares disposed
45.5K
Cash buys
Cash sales
27.00
Net activity
+112,140
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-18 Beilman Kyle Officer F-InKind D Class A Common Stock 3,261 206.09 672.1K 200,277 D
2026-03-09 Wilk Jason Director / Officer A-Award A Class A Common Stock 18,335 0.00 308,424 D
2026-03-09 Beilman Kyle Officer A-Award A Class A Common Stock 9,498 0.00 203,538 D
2026-03-06 Mitchell Andrea Director S-Sale D Class A Common Stock 496 212.65 105.5K 11,142 D
2026-03-05 Mitchell Andrea Director S-Sale D Class A Common Stock 570 221.42 126.2K 22,009 D
2026-03-04 Wilk Jason Director / Officer F-InKind D Class A Common Stock 6,678 210.67 1.41M 203,783 D
2026-02-02 POPE MICHAEL W Director S-Sale D Class A Common Stock 544 162.00 88.1K 5,831 D
2026-01-27 Beilman Kyle Officer M-Exempt A Class A Common Stock 5,000 1.42 7.1K 155,556 D
2026-01-20 Khajehnouri Nima 0 0.00 0
2025-12-18 Khan Imran Director S-Sale D Class A Common Stock 268 197.53 52.9K 1,842 I
2025-12-17 Khan Imran Director S-Sale D Class A Common Stock 3,779 198.85 751.5K 9,699 I
2025-12-16 Khan Imran Director S-Sale D Class A Common Stock 91 199.06 18.1K 18,789 I
2025-12-15 Khan Imran Director S-Sale D Class A Common Stock 512 196.89 100.8K 33,873 I
2025-12-02 Wilk Jason Director / Officer S-Sale D Class A Common Stock 7,393 203.77 1.51M 210,461 D
2025-12-02 Beilman Kyle Officer S-Sale D Class A Common Stock 3,495 203.77 712.2K 150,556 D
2025-09-19 Wilk Jason Director / Officer M-Exempt D Class V Common Stock 81,693 0.00 1,314,082 D
2025-09-19 Beilman Kyle Officer S-Sale D Class A Common Stock 59,141 230.06 13.61M 154,451 D
2025-09-17 Khan Imran Director S-Sale D Class A Common Stock 200 222.00 44.4K 48,886 I
2025-09-16 Khan Imran Director S-Sale D Class A Common Stock 678 208.07 141.1K 77,427 I
2025-09-15 Wilk Jason Director / Officer M-Exempt D Class V Common Stock 2,948 0.00 1,395,775 D
2025-09-15 Khan Imran Director S-Sale D Class A Common Stock 569 229.86 130.8K 79,110 I
2025-09-15 Beilman Kyle Officer S-Sale D Class A Common Stock 1,140 230.00 262.2K 213,592 D
2025-09-12 Wilk Jason Director / Officer M-Exempt D Class V Common Stock 15,359 0.00 1,398,723 D
2025-09-12 Rozov Yadin Director S-Sale D Class A Common Stock 848 226.80 192.3K 79,072 D
2025-09-12 Beilman Kyle Officer S-Sale D Class A Common Stock 9,319 230.02 2.14M 214,732 D
2025-09-04 Wilk Jason Director / Officer S-Sale D Class A Common Stock 26 200.50 5.2K 217,854 D
2025-09-04 Rozov Yadin Director S-Sale D Class A Common Stock 3,619 199.90 723.4K 84,458 D
2025-09-04 Beilman Kyle Officer S-Sale D Class A Common Stock 21 200.52 4.2K 224,053 D
2025-07-14 Beilman Kyle Officer A-Award A Class A Common Stock 3,240 0.00 227,622 D
2025-06-23 POPE MICHAEL W Director S-Sale D Class A Common Stock 62 210.00 13.0K 7,253 D
2025-06-16 POPE MICHAEL W Director S-Sale D Class A Common Stock 300 211.02 63.3K 22,868 D
2025-06-13 Wilk Jason Director / Officer S-Sale D Class A Common Stock 2,984 222.00 662.4K 235,440 D
2025-06-13 Khan Imran Director S-Sale D Class A Common Stock 400 222.82 89.1K 100,785 I
2025-06-13 Beilman Kyle Officer S-Sale D Class A Common Stock 1,126 210.89 237.5K 236,836 D
2025-06-11 Mitchell Andrea Director S-Sale D Class A Common Stock 100 233.17 23.3K 36,509 D
2025-06-10 Rozov Yadin Director G-Gift A Class A Common Stock 2,200 0.00 2,200 I
2025-06-05 Preston Dan Director S-Sale D Class A Common Stock 2,361 207.97 491.0K 5,104 D
2025-06-04 Rozov Yadin Director S-Sale D Class A Common Stock 100 207.79 20.8K 95,678 D
2025-06-03 Wilk Jason Director / Officer S-Sale D Class A Common Stock 7,514 204.71 1.54M 298,078 D
2025-06-03 Beilman Kyle Officer S-Sale D Class A Common Stock 5,372 204.72 1.10M 254,382 D
2025-06-02 Rozov Yadin Director A-Award A Class A Common Stock 1,105 0.00 102,283 D
2025-06-02 Preston Dan Director A-Award A Class A Common Stock 1,105 0.00 7,465 D
2025-06-02 POPE MICHAEL W Director A-Award A Class A Common Stock 1,105 0.00 23,168 D
2025-06-02 Mitchell Andrea Director A-Award A Class A Common Stock 1,105 0.00 38,870 D
2025-04-11 Wilk Jason Director / Officer A-Award A Class A Common Stock 36,670 0.00 305,592 D
2025-04-11 Beilman Kyle Officer A-Award A Class A Common Stock 15,755 0.00 259,754 D
2025-03-05 Wilk Jason Director / Officer A-Award A Class A Common Stock 72,540 0.00 268,922 D
2025-03-05 Beilman Kyle Officer A-Award A Class A Common Stock 30,227 0.00 243,999 D
2025-02-28 Wilk Jason Director / Officer F-InKind D Class A Common Stock 55,066 100.66 5.54M 196,382 D
2025-02-28 Beilman Kyle Officer F-InKind D Class A Common Stock 36,670 100.66 3.69M 213,772 D
2024-11-29 Preston Dan Director S-Sale D Class A Common Stock 12,400 96.00 1.19M 6,360 D
2024-11-27 Preston Dan Director S-Sale D Class A Common Stock 4,235 96.00 406.6K 18,760 D
2024-11-13 Preston Dan Director M-Exempt A Class A Common Stock 9,765 0.94 9.2K 32,760 D
2024-11-12 Preston Dan Director M-Exempt D Stock Option (right to buy) 2,360 0.94 2.2K 9,765 D
2024-10-09 Section 32 Fund 1, LP 10% Owner S-Sale D Class A Common Stock 1,000,000 40.60 40.60M 1,028,232 D
2024-06-11 POPE MICHAEL W Director S-Sale D Class A Common Stock 6,151 35.41 217.8K 23,763
2024-06-10 POPE MICHAEL W Director S-Sale D Class A Common Stock 5,400 36.18 195.4K 32,365
2024-06-06 Preston Dan Director S-Sale D Class A Common Stock 12,064 40.64 490.3K 22,995
2024-06-03 Rozov Yadin Director A-Award A Class A Common Stock 4,726 0.00 101,178
2024-06-03 Preston Dan Director A-Award A Class A Common Stock 4,726 0.00 37,765
2024-06-03 POPE MICHAEL W Director A-Award A Class A Common Stock 4,726 0.00 37,765
2024-06-03 Mitchell Andrea Director A-Award A Class A Common Stock 4,726 0.00 37,765
2024-06-03 Beilman Kyle Officer P-Purchase A Class A Common Stock 850 37.67 32.0K 250,442
2024-05-10 Section 32 Fund 1, LP 10% Owner S-Sale D Class A Common Stock 110,000 48.90 5.38M 2,028,232
2024-05-07 Section 32 Fund 1, LP 10% Owner S-Sale D Class A Common Stock 450,000 48.90 22.01M 2,138,232
2024-04-17 Wilk Jason Director / Officer A-Award A Class A Common Stock 145,078 0.00 251,448
2024-04-17 Beilman Kyle Officer A-Award A Class A Common Stock 60,449 0.00 249,592
2024-03-14 Wilk Jason Director / Officer S-Sale D Class A Common Stock 2,400 33.26 79.8K 106,370
2024-03-14 Beilman Kyle Officer S-Sale D Class A Common Stock 4,188 33.26 139.3K 189,143
2024-03-07 Rozov Yadin Director P-Purchase A Class A Common Stock 800 37.31 29.8K 96,452
2024-03-05 Preston Dan Director S-Sale D Class A Common Stock 12,000 32.02 384.2K 33,039
2023-12-04 Rozov Yadin Director P-Purchase A Class A Common Stock 12,941 6.40 82.8K 95,652
2023-09-07 Wilk Jason Director / Officer S-Sale D Class A Common Stock 1,263 6.53 8.2K 108,770
2023-09-07 Beilman Kyle Officer S-Sale D Class A Common Stock 2,350 6.27 14.7K 193,331
2023-08-08 Section 32 Fund 1, LP 10% Owner S-Sale D Class A Common Stock 297,771 5.73 1.71M 2,588,232
2023-08-08 Khan Imran Director I Class A Common Stock 0 0.00 148,886
2023-07-06 Rozov Yadin Director A-Award A Class A Common Stock 30,239 0.00 82,711
2023-06-09 Preston Dan Director A-Award A Class A Common Stock 31,405 0.00 33,039
2023-06-09 POPE MICHAEL W Director A-Award A Class A Common Stock 31,405 0.00 33,039
2023-06-09 Mitchell Andrea Director A-Award A Class A Common Stock 31,405 0.00 33,039
2023-06-09 Aragones Teresa Luna Director A-Award A Class A Common Stock 31,405 0.00 47,159
2023-06-02 Wilk Jason Director / Officer S-Sale D Class A Common Stock 1,091 5.29 5.8K 110,033
2023-06-02 Beilman Kyle Officer S-Sale D Class A Common Stock 1,988 5.29 10.5K 195,681
2023-03-17 Wilk Jason Director / Officer S-Sale D Class A Common Stock 70 6.65 465.50 112,430
2023-03-14 Beilman Kyle Officer P-Purchase A Class A Common Stock 1,500 6.90 10.4K 197,669
2023-03-02 Beilman Kyle Officer S-Sale D Class A Common Stock 2,357 8.00 18.9K 196,169
2023-02-21 Wilk Jason Director / Officer A-Award A Class A Common Stock 62,500 0.00 112,500
2023-01-25 Beilman Kyle Officer A-Award A Class A Common Stock 37,539 0.00 198,526
2022-12-06 Beilman Kyle Officer S-Sale D Class A Common Stock 43,822 0.34 14.9K 4,194,237
2022-09-30 Wilk Jason Officer P-Purchase A Class A Common Stock 1,532,232 10.01 15.33M 1,532,232
2022-09-30 Maris William J Director S-Sale D Class A Common Stock 97,300 0.36 35.3K 92,352,107
2022-09-29 Section 32 Fund 1, LP 10% Owner S-Sale D Class A Common Stock 400,974 0.35 140.8K 92,449,407
2022-09-28 Section 32 Fund 1, LP 10% Owner S-Sale D Class A Common Stock 248,782 0.42 103.3K 92,850,381
2022-09-27 Section 32 Fund 1, LP 10% Owner S-Sale D Class A Common Stock 98,364 0.44 42.9K 93,099,163
2022-09-15 Section 32 Fund 1, LP 10% Owner S-Sale D Class A Common Stock 24,181 0.50 12.1K 93,197,527
2022-09-13 Section 32 Fund 1, LP 10% Owner S-Sale D Class A Common Stock 18,181 0.51 9.2K 93,221,708
2022-09-12 Section 32 Fund 1, LP 10% Owner S-Sale D Class A Common Stock 65,133 0.53 34.7K 93,239,889
2022-09-02 Beilman Kyle Officer S-Sale D Class A Common Stock 31,651 0.47 14.9K 4,238,059
2022-08-23 Aragones Teresa Luna Director A-Award A Class A Common Stock 504,150 0.00 504,150
2022-08-18 Beilman Kyle Officer S-Sale D Class A Common Stock 122,717 0.59 72.4K 4,269,710
2022-08-12 Maris William J Director S-Sale D Class A Common Stock 2,094,168 0.61 1.27M 93,305,022
2022-08-08 Maris William J Director S-Sale D Class A Common Stock 361,633 0.74 267.6K 96,055,844
2022-05-05 Preston Dan Director A-Award A Class A Common Stock 52,317 0.00 52,317
2022-05-05 POPE MICHAEL W Director A-Award A Class A Common Stock 52,317 0.00 52,317
2022-05-05 Mitchell Andrea Director A-Award A Class A Common Stock 52,317 0.00 52,317
2022-05-05 Carroll Brendan Director A-Award A Class A Common Stock 52,317 0.00 52,317
2022-04-06 Beilman Kyle Officer A-Award A Class A Common Stock 1,902,447 0.00 4,392,427
2022-01-31 POPE MICHAEL W Director 0 0.00 0
2022-01-05 Wilk Jason Director / Officer 0 0.00 0
2022-01-05 VPC Impact Acquisition Holdings Sponsor III, LLC Director / 10% Owner M-Exempt A Class A common stock, par value $0.0001 per share 5,341,528 0.00 5,341,528
2022-01-05 Summers Kurt Director M-Exempt A Class A common stock, par value $0.001 per share 17,000 0.00 17,000
2022-01-05 Section 32 Fund 1, LP 10% Owner A-Award A Class A Common Stock 98,114,926 0.00 98,114,926
2022-01-05 Preston Dan Director A-Award A Stock Option (right to buy) 772,000 0.03 23.2K 772,000
2022-01-05 PAUL CHARLES S Director A-Award A Class A Common Stock 15,328,524 0.00 15,328,524
2022-01-05 Offenhauser Peter Director D-Return D Class B common stock, par value $0.0001 3,000 0.00 17,000
2022-01-05 Mitchell Andrea Director 0 0.00 0
2022-01-05 Kloppenburg Janet Director M-Exempt D Class B common stock, par value $0.0001 17,000 0.00 0
2022-01-05 Beilman Kyle Officer A-Award A Stock Option (right to buy) 894,654 0.40 357.9K 894,654
2021-04-18 VPC Impact Acquisition Holdings Sponsor III, LLC Director / 10% Owner J-Other D Class B Common Stock 0 0.00 6,284,150
2021-03-12 VPC Impact Acquisition Holdings Sponsor III, LLC Director / 10% Owner J-Other D Class B Common Stock 124,600 0.00 6,344,150
2021-03-04 Watson Gordon Officer 0 0.00 0
2021-03-04 VPC Impact Acquisition Holdings Sponsor III, LLC Director / 10% Owner D Class B Common Stock 6,408,750 0.00 0
2021-03-04 Summers Kurt Director D Class B Common Stock 20,000 0.00 0
2021-03-04 Offenhauser Peter Director D Class B Common Stock 20,000 0.00 0
2021-03-04 Martin John Gerard Director / Officer 0 0.00 0
2021-03-04 Kloppenburg Janet Director D Class B Common Stock 20,000 0.00 0
2021-03-04 Carroll Brendan Director / Officer 0 0.00 0
2021-03-04 Altieri Carly Officer 0 0.00 0
2019-07-22 Kanen David Director / 10% Owner J-Other D Common Stock 8,160 0.00 1,155,254
2019-05-01 Kanen David Director / 10% Owner J-Other D Common Stock 1,084 0.00 1,163,414
2019-04-02 Kanen David Director / 10% Owner J-Other D Common Stock 92,001 0.00 1,164,498
2019-03-15 Kanen David Director / 10% Owner P-Purchase A Common Stock 210 6.00 1.3K 295,562
2019-03-14 Kanen David Director / 10% Owner P-Purchase A Common Stock 12,269 6.00 73.6K 295,352
2019-03-13 Kanen David Director / 10% Owner P-Purchase A Common Stock 26,033 5.80 151.1K 83,441
2019-02-28 MALAZITA PAUL M. Officer A-Award A Common Stock 9,000 0.00 9,000
2019-02-15 Kanen David Director / 10% Owner A-Award A Stock Option (Right to Buy) 40,000 4.81 192.4K 40,000
2018-12-31 Kanen David 10% Owner I Common Stock 0 0.00 283,083
2018-10-05 Walsh Patrick Director J-Other D Common Stock, $0.01 par value 25,124 0.00 152,930
2018-10-02 Kanen David 10% Owner P-Purchase A Common Stock 1,000 6.41 6.4K 1,239,916
2018-09-21 Kanen David 10% Owner P-Purchase A Common Stock 1,781 6.40 11.4K 283,083
2018-09-20 Kanen David 10% Owner P-Purchase A Common Stock 30,000 6.40 192.0K 253,083
2018-09-19 Kanen David 10% Owner P-Purchase A Common Stock 34,400 6.45 221.9K 1,238,916
2018-09-18 Kanen David 10% Owner P-Purchase A Common Stock 600 6.44 3.9K 1,238,316
2018-09-17 Kanen David 10% Owner P-Purchase A Common Stock 19,526 6.39 124.8K 1,218,790
2018-09-04 Kanen David 10% Owner P-Purchase A Common Stock 3,564 6.45 23.0K 1,215,226
2018-08-29 Kanen David 10% Owner P-Purchase A Common Stock 5,222 6.45 33.7K 50,283
2018-08-28 Kanen David 10% Owner P-Purchase A Common Stock 1,403 6.45 9.0K 1,213,823
2018-08-27 Kanen David 10% Owner P-Purchase A Common Stock 3,050 6.45 19.7K 47,233
2018-08-24 Kanen David 10% Owner P-Purchase A Common Stock 100 6.40 640.00 1,201,025
2018-08-23 Kanen David 10% Owner P-Purchase A Common Stock 128 6.40 819.20 1,200,897
2018-08-20 Kanen David 10% Owner P-Purchase A Common Stock 4,600 6.40 29.4K 1,196,297
2018-08-17 Walsh Patrick Director S-Sale D Common Stock, $0.01 par value 20,000 6.40 127.9K 178,054
2018-08-17 Kanen David 10% Owner P-Purchase A Common Stock 26,600 6.40 170.1K 1,169,697
2018-08-16 Walsh Patrick Director S-Sale D Common Stock, $0.01 par value 117,459 6.49 761.9K 198,054
2018-08-16 Kanen David 10% Owner P-Purchase A Common Stock 1,608 6.49 10.4K 45,625
2018-08-15 Kanen David 10% Owner P-Purchase A Common Stock 13,618 6.49 88.4K 1,008,287
2018-08-14 Kanen David 10% Owner P-Purchase A Common Stock 8,507 6.49 55.2K 999,780
2018-08-07 Kanen David 10% Owner P-Purchase A Common Stock 100 6.45 645.00 999,680
2018-08-06 Kanen David 10% Owner P-Purchase A Common Stock 293 6.43 1.9K 999,387
2018-08-03 Kanen David 10% Owner P-Purchase A Common Stock 3,189 6.42 20.5K 996,198
2018-08-01 Kanen David 10% Owner P-Purchase A Common Stock 4,630 6.45 29.9K 991,568
2018-07-31 Kanen David 10% Owner P-Purchase A Common Stock 1,218 6.45 7.9K 990,350
2018-07-30 Kanen David 10% Owner P-Purchase A Common Stock 3,693 6.44 23.8K 986,657
2018-07-26 Kanen David 10% Owner P-Purchase A Common Stock 3,569 6.45 23.0K 983,088
2018-07-20 Kanen David 10% Owner P-Purchase A Common Stock 200 6.45 1.3K 982,888
2018-07-11 Kanen David 10% Owner P-Purchase A Common Stock 8,008 6.39 51.2K 974,067
2018-06-21 Kanen David 10% Owner P-Purchase A Common Stock 50,948 6.25 318.4K 202,135
2018-06-20 Kanen David 10% Owner P-Purchase A Common Stock 4,000 6.30 25.2K 964,488
2018-06-11 Walsh Patrick Director J-Other D Common Stock, $0.01 par value 44,266 0.00 0
2018-05-25 Kanen David 10% Owner J-Other D Common Stock 7,423 0.00 957,065
2018-05-24 Kanen David 10% Owner P-Purchase A Common Stock 21,900 7.52 164.8K 935,165
2018-05-23 Kanen David 10% Owner P-Purchase A Common Stock 90,564 7.57 685.6K 844,601
2018-05-18 Kanen David 10% Owner P-Purchase A Common Stock 8,250 7.92 65.4K 836,351
2018-05-17 Kanen David 10% Owner P-Purchase A Common Stock 23,356 7.83 182.9K 812,995
2018-05-16 Kanen David 10% Owner P-Purchase A Common Stock 5,000 7.75 38.8K 807,995
2018-05-15 Welch Richard S. Director A-Award A StockOption (Right to Buy) 20,000 7.85 157.0K 20,000
2018-05-15 Kanen David 10% Owner P-Purchase A Common Stock 23,000 7.87 180.9K 149,135
2018-05-10 Kanen David 10% Owner P-Purchase A Common Stock 11,153 7.71 85.9K 147,354
2018-05-09 Kanen David 10% Owner P-Purchase A Common Stock 9,156 7.72 70.7K 136,201
2018-05-08 Kanen David 10% Owner I Common Stock 0 0.00 127,045
2018-04-18 Walsh Patrick Director X-InTheMoney A Common Stock, $0.01 par value 12,804 3.50 44.8K 315,513
2018-04-18 Bandera Partners LLC 10% Owner X-InTheMoney A Common Stock 58,802 3.50 205.8K 1,444,479
2018-04-16 WEXFORD CAPITAL LP Director / 10% Owner X-InTheMoney A Common Stock, par value $0.01 68,623 3.50 240.2K 1,685,556
2018-04-10 Walsh Patrick 10% Owner X-InTheMoney A Common Stock, $0.01 par value 53,034 3.50 185.6K 302,709
2018-04-10 WEXFORD CAPITAL LP Director / 10% Owner X-InTheMoney A Common Stock, par value $0.01 284,222 3.50 994.8K 1,616,933
2018-04-10 Bandera Partners LLC 10% Owner X-InTheMoney A Common Stock 243,573 3.50 852.5K 1,385,677
2018-03-06 MALAZITA PAUL M. Officer D Stock Option (Right to Buy) 10,000 3.90 39.0K 0
2017-11-10 Walsh Patrick 10% Owner D Common Stock, $0.01 par value 0 0.00 52,575
2017-08-22 MOOTY CHARLES WILLIAM Director P-Purchase A Common Stock 99 4.05 400.95 83,355
2017-08-21 MOOTY CHARLES WILLIAM Director P-Purchase A Common Stock 16,256 4.00 65.0K 83,256
2017-08-17 Newman Dexter Officer P-Purchase A Common Stock 71 4.35 308.85 3,400
2017-08-14 Bandera Partners LLC 10% Owner P-Purchase A Common Stock 7,610 3.45 26.3K 1,141,104
2017-08-11 Bandera Partners LLC 10% Owner P-Purchase A Common Stock 14,019 3.45 48.4K 1,133,494
2017-08-10 Bandera Partners LLC 10% Owner P-Purchase A Common Stock 2,727 3.45 9.4K 1,119,475
2017-08-09 Bandera Partners LLC 10% Owner P-Purchase A Common Stock 2,854 3.45 9.8K 1,116,748
2017-08-08 Bandera Partners LLC 10% Owner P-Purchase A Common Stock 1,000 3.45 3.5K 1,114,894
2017-07-18 Bandera Partners LLC 10% Owner P-Purchase A Common Stock 8,382 3.45 28.9K 1,101,767
2017-07-17 Bandera Partners LLC 10% Owner P-Purchase A Common Stock 120 3.45 414.00 1,093,385
2017-06-19 Bandera Partners LLC 10% Owner P-Purchase A Common Stock 8,040 3.45 27.7K 1,093,265
2017-06-15 Bandera Partners LLC 10% Owner P-Purchase A Common Stock 353 3.43 1.2K 1,085,225

Executive team

Top executives
EBIT / Employee
638.9K
Shares Outstanding
13.26M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jason Wilk Chief Executive Officer 563.5K 8.48M 1.15M 14.0K 10.21M 83.08%
2 2025 Kyle Beilman Chief Financial Officer and Chief Operating Officer and Secretary 466.3K 4.46M 712.5K 14.0K 5.65M 78.90%
3 2024 Jason Wilk Chief Executive Officer 498.1K 1.43M 8.98M 787.5K 13.2K 11.71M 76.69%
4 2024 Kyle Beilman Chief Financial Officer and Chief Operating Officer and Secretary 443.3K 784.4K 3.96M 506.3K 13.2K 5.71M 69.41%
5 2023 Jason Wilk Chief Executive Officer 425.0K 425.0K 717.3K 743.8K 13.2K 2.32M 30.86%
6 2023 Kyle Beilman Chief Financial Officer 425.0K 318.8K 445.8K 557.8K 13.2K 1.76M 25.32%
7 2023 Kyle Beilman Chief Financial Officer and Chief Operating Officer and Secretary 425.0K 318.8K 445.8K 557.8K 13.2K 1.76M 25.32%
8 2022 Kyle Beilman Chief Financial Officer 425.3K 79.7K 12.58M 79.7K 13.8K 13.17M 95.46%
9 2022 Jason Wilk Chief Executive Officer 425.4K 106.3K 106.3K 16.5K 654.3K 0.00%
10 2021 Jason Wilk Chief Executive Officer 384.7K 10.51M 100.7K 13.7K 11.01M 95.47%
11 2021 Kyle Beilman Chief Financial Officer 371.2K 67.1K 14.2K 452.5K 0.00%
12 2020 Kyle Beilman Chief Financial Officer 311.5K 21.4K 453.2K 46.1K 832.2K 54.45%
13 2020 Jason Wilk Chief Executive Officer 311.5K 42.8K 92.3K 446.5K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-20 DEFA14A
2026-04-20 DEF 14A
2025-04-18 DEFA14A
2025-04-18 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-24 SC 13G
2026-04-20 DEFA14A
2026-04-20 DEF 14A
2026-04-20 ARS
2026-03-26 SC 13G/A
2026-03-20 4
2026-03-11 4
2026-03-11 4

Executive team

NameTitleCompensationGender
Jason Wilk Co-Founder, Chief Executive Officer, President & Chairman 2M male
Kyle Beilman Chief Operating Officer, Chief Financial Officer & Secretary 1M male
Grahame Fraser Head of Product Management male
Joan Aristei Chief Legal Officer female
Kevin Frisch Chief Marketing Officer male
Parker Barrile Chief Product Officer male
Amanda Wilson VP of People female
Ryan Imai Director & Corporate Controller male
Gopi Kuchimanchi Vice President of Technology male
ESG Rating
B
SOFTWARE - APPLICATION
2026
E (Environmental)
60.5 / 66.0
Company / Sector avg.
S (Social)
63.2 / 69.5
Company / Sector avg.
G (Governance)
63.9 / 67.5
Company / Sector avg.
ESG Total
62.5 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits