Subscribe

Definitive Healthcare Corp. (DH)

USD0.84 -0.01 (-1.01%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 550 Cochituate Road 1701
Framingham, MA, US
CEO Kevin D. Coop
IPO 2021-09-15
CIK 1861795 ISIN US24477E1038

Explore sections of this company profile

Description

Definitive Healthcare Corp. (DH), operating through its various subsidiaries, offers specialized commercial intelligence solutions for the U.S. healthcare industry. The company's services furnish essential data on healthcare providers and their activities, enabling clients to navigate critical business processes, from the early stages of product development to strategic market entry planning and effective sales and marketing execution. Its sophisticated platform incorporates sixteen distinct intelligence modules. These modules are designed to support key functional domains such as sales optimization, marketing initiatives, clinical research, new product creation, strategic planning, human capital acquisition, and the oversight of physician networks. Definitive Healthcare caters to a broad spectrum of clients, including biopharmaceutical firms, medical device manufacturers, healthcare information technology companies, and direct healthcare providers. Additionally, its clientele extends to diverse organizations within the wider healthcare ecosystem, such as staffing and commercial real estate companies, financial institutions, and other related entities. Founded in 2011, Definitive Healthcare Corp. is headquartered in Framingham, Massachusetts.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD0.84 -0.01 (-1.01%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
394.1K
Beta
1.33
Float Shares
26.59M
Free Float %
25.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-6.25% -1.43% -2.10% -39.83% -65.93% -67.71% -74.12% -89.84% -97.86% -97.86% -97.86%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (15 ratings, all time) Hold
Price Targets & DCF
Current price
0.84
Low 1.10 +30.9%
Consensus 2.45 +191.6%
Median 2.75 +227.3%
High 3.50 +316.6%
DCF (Levered) 13.36 +1,490.4%

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) 25% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 8 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 3
3.42
+307.1%
All Time 16
12.67
+1,408.2%
Quality scores
Altman Z-Score
-1.88
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    -4.2% Q1'26: -5.5% (vs Q1'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    +63.3% Q1'26: -38.9% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    -78.5% Q1'26: +15.0% (vs Q1'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    -82.0% Q1'26: -8.6% (vs Q1'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    -52.7% Q1'26: -10.4% (vs Q1'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    -8.6% Q1'26: -7.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    -1.10× Q1'26: 5.05× (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 (1.34) × ERP
WACC = 36% × Ke + 64% × Kd (6.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 0.84
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
8 Rev. Ana.
8 EPS Ana.
Dec 2027
8 Rev. Ana.
8 EPS Ana.
Dec 2028
1 Rev. Ana.
7 EPS Ana.
Revenue
166.15M
est: 164.50M (+1.0%)
222.65M
est: 220.56M (+1.0%)
251.42M
est: 258.47M (-2.7%)
252.20M
est: 250.45M (+0.7%)
241.52M
est: 239.59M (+0.8%)
223.51M
222.03M – 224.32M
-6.7% YoY
224.37M
219.73M – 230.88M
+0.4% YoY
241.42M
241.24M – 241.59M
+7.6% YoY
EBITDA
23.08M
est: -43.93M (+152.5%)
26.23M
est: 48.74M (-46.2%)
-241.23M
est: -122.73M (-96.5%)
-567.24M
est: -118.92M (-377.0%)
-162.15M
est: -113.77M (-42.5%)
-106.13M
-106.51M – -105.43M
+6.7% YoY
-106.54M
-109.63M – -104.34M
-0.4% YoY
-114.63M
-114.71M – -114.55M
-7.6% YoY
EBIT
-36.87M
est: -82.11M (+55.1%)
-30.68M
est: -38.59M (+20.5%)
-292.98M
est: -164.36M (-78.3%)
-618.91M
est: -159.26M (-288.6%)
-197.97M
est: -152.35M (-29.9%)
-142.12M
-142.64M – -141.18M
+6.7% YoY
-142.67M
-146.81M – -139.72M
-0.4% YoY
-153.51M
-153.62M – -153.40M
-7.6% YoY
Net Income
-51.91M
est: 9.17M (-666.0%)
-7.22M
est: -34.70M (+79.2%)
-202.39M
est: -371.81M (+45.6%)
-413.12M
est: 36.86M (-1,220.8%)
-138.93M
est: 25.85M (-637.5%)
19.29M
18.09M – 20.50M
-25.4% YoY
20.01M
16.23M – 23.80M
+3.7% YoY
21.94M
21.43M – 22.45M
+9.6% YoY
SGA
89.25M
est: 89.50M (-0.3%)
141.15M
est: 119.95M (+17.7%)
153.40M
est: 147.88M (+3.7%)
133.07M
est: 143.29M (-7.1%)
133.26M
est: 137.08M (-2.8%)
127.87M
127.03M – 128.34M
-6.7% YoY
128.37M
125.71M – 132.09M
+0.4% YoY
138.12M
138.02M – 138.22M
+7.6% YoY
EPS
-0.19
est: 0.08 (-341.6%)
-0.07
est: 0.21 (-134.5%)
-1.79
est: -3.47 (+48.5%)
-3.54
est: 0.34 (-1,129.1%)
-1.30
est: 0.24 (-632.5%)
0.18
0.17 – 0.19
-25.9% YoY
0.19
0.15 – 0.22
+6.5% YoY
0.21
0.20 – 0.21
+6.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-06 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-04 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-01 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-30 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-29 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-27 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-24 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
36.56M
OE per share TTM
0.35
Owner's Yield
37.89%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
5.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
24
Total invested
1.41M
Insider transactions (90d)
2
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Advent International Corporation 62.49M 64.40% 62.49M 62.49M CO Delaware 2022-02-14
2 SE VII DHC AIV, L.P. 26.75M 21.20% 26.75M 26.75M PN Delaware 2022-02-14
3 Jason Ronald Krantz 20.66M 17.55% 20.66M 20.66M IN 2022-02-11
4 Adam Katz 6.41M 5.50% 6.41M 6.41M IN Delaware 2024-10-03
5 Andrew Dodge 6.41M 5.50% 6.41M 6.41M IN Delaware 2024-10-03
6 Irenic Capital Evergreen Master Fund LP 6.41M 5.50% 6.41M 6.41M PN Delaware 2024-10-03
7 Irenic Capital Management LP 6.41M 5.50% 6.41M 6.41M IA Delaware 2024-10-03
8 04-2747644 6.05M 5.20% 6.05M 6.05M IA Delaware 2024-11-12
9 Conestoga Capital Advisors, LLC. 5.82M 5.01% 5.52M 5.82M IA Delaware 2024-01-05
10 Echo Street Capital Management LLC 5.75M 5.50% 5.75M 5.75M IA Delaware 2023-02-14
11 Greg Poole 5.75M 5.50% 5.75M 5.75M HC, IN Delaware 2023-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
24
-97 vs prev Q
New positions
7
Closed positions
103
Increased
12
Reduced
7
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 ADVENT INTERNATIONAL CORP/MA 62.49M +— (+0.0%) 180.53M -73.2M (-28.8%) 60.22% +1.710 pp 3.74% -1.373 pp USD42.83 -93.3% 18 qtrs
2 GOLDMAN SACHS GROUP INC 5.94M -1.4M (-18.7%) 17.05M -12.6M (-42.5%) 5.73% -1.118 pp 0.00% -0.002 pp USD3.62 -20.7% 18 qtrs
3 BLACKROCK, INC. 2.90M -218.7K (-7.0%) 8.34M -4.3M (-34.3%) 2.80% -0.125 pp 0.00% 0.000 pp USD4.47 -35.8% 6 qtrs
4 VANGUARD GROUP INC 2.53M -244.7K (-8.8%) 7.25M -4.0M (-35.6%) 2.43% -0.160 pp 0.00% 0.000 pp USD22.20 -87.1% 18 qtrs
5 D. E. SHAW & CO., INC. 2.07M +263.7K (+14.6%) 5.93M -1.4M (-19.0%) 1.99% +0.304 pp 0.00% -0.001 pp USD4.23 -32.2% 13 qtrs
6 DIMENSIONAL FUND ADVISORS LP 1.92M -155.4K (-7.5%) 5.50M -2.9M (-34.6%) 1.85% -0.093 pp 0.00% -0.001 pp USD8.78 -67.3% 13 qtrs
7 MORGAN STANLEY 1.12M -276.1K (-19.7%) 3.22M -2.5M (-43.3%) 1.08% -0.228 pp 0.00% 0.000 pp USD6.60 -56.5% 18 qtrs
8 STATE STREET CORP 978.7K -194.0K (-16.5%) 2.81M -2.0M (-41.0%) 0.94% -0.155 pp 0.00% 0.000 pp USD13.16 -78.2% 17 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 973.0K -84.6K (-8.0%) 2.79M -1.5M (-35.0%) 0.94% -0.053 pp 0.00% 0.000 pp USD16.64 -82.8% 18 qtrs
10 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 701.6K -514.4K (-42.3%) 2.01M -2.9M (-59.2%) 0.68% -0.462 pp 0.00% -0.002 pp USD3.92 -26.8% 3 qtrs
11 AQR CAPITAL MANAGEMENT LLC 563.7K -29.7K (-5.0%) 1.62M -791.4K (-32.8%) 0.54% -0.012 pp 0.00% -0.001 pp USD3.84 -25.3% 7 qtrs
12 RENAISSANCE TECHNOLOGIES LLC 527.6K -142.6K (-21.3%) 1.51M -1.2M (-44.4%) 0.51% -0.119 pp 0.00% -0.001 pp USD4.17 -31.2% 10 qtrs
13 NORTHERN TRUST CORP 435.3K -55.6K (-11.3%) 1.25M -743.7K (-37.3%) 0.42% -0.040 pp 0.00% 0.000 pp USD11.88 -75.8% 17 qtrs
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 358.9K -15.6K (-4.2%) 1.03M -490.5K (-32.3%) 0.35% -0.005 pp 0.00% 0.000 pp USD14.43 -80.1% 17 qtrs
15 MILLENNIUM MANAGEMENT LLC 332.1K +231.7K (+230.9%) 953.1K +545.7K (+133.9%) 0.32% +0.226 pp 0.00% +0.000 pp USD3.24 -11.4% 7 qtrs
16 UBS GROUP AG 326.9K -50.0K (-13.3%) 938.3K -592.0K (-38.7%) 0.32% -0.038 pp 0.00% 0.000 pp USD3.70 -22.4% 17 qtrs
17 CITADEL ADVISORS LLC 290.3K +290.3K (+100.0%) 833.2K +833.2K (+100.0%) 0.28% +0.280 pp 0.00% +0.000 pp USD2.87 +0.0% 18 qtrs
18 PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC 260.0K +130.0K (+100.0%) 746.2K +218.4K (+41.4%) 0.25% +0.129 pp 0.05% +0.012 pp USD2.88 -0.3% 4 qtrs
19 PINNACLE ASSOCIATES LTD 260.0K +130.0K (+100.0%) 746.2K +218.4K (+41.4%) 0.25% +0.129 pp 0.01% +0.003 pp USD2.88 -0.3% 4 qtrs
20 JANE STREET GROUP, LLC 259.0K -64.8K (-20.0%) 743.4K -571.2K (-43.4%) 0.25% -0.054 pp 0.00% 0.000 pp USD3.90 -26.4% 13 qtrs
21 CLARK ESTATES INC/NY 239.6K +— (+0.0%) 687.7K -285.2K (-29.3%) 0.23% +0.007 pp 0.17% -0.055 pp USD5.37 -46.6% 7 qtrs
22 GSA CAPITAL PARTNERS LLP 238.8K +238.8K (+100.0%) 685.0K +685.0K (+100.0%) 0.23% +0.230 pp 0.06% +0.059 pp USD2.87 +0.0% 1 qtrs NEW
23 BARCLAYS PLC 228.3K +146.4K (+178.8%) 655.4K +289.2K (+79.0%) 0.22% +0.143 pp 0.00% +0.000 pp USD3.73 -23.1% 16 qtrs
24 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 221.0K -34.3K (-13.4%) 634.2K -402.0K (-38.8%) 0.21% -0.026 pp 0.00% -0.002 pp USD3.81 -24.7% 6 qtrs
25 BANK OF NEW YORK MELLON CORP 216.2K +15.7K (+7.8%) 620.5K -193.5K (-23.8%) 0.21% +0.021 pp 0.00% +0.000 pp USD12.31 -76.7% 17 qtrs
26 JACOBS LEVY EQUITY MANAGEMENT, INC 195.1K +195.1K (+100.0%) 560.0K +560.0K (+100.0%) 0.19% +0.188 pp 0.00% +0.002 pp USD2.87 +0.0% 1 qtrs NEW
27 TOCQUEVILLE ASSET MANAGEMENT L.P. 165.0K -50.0K (-23.3%) 473.6K -399.4K (-45.7%) 0.16% -0.042 pp 0.01% -0.006 pp USD4.42 -35.1% 7 qtrs
28 MARSHALL WACE, LLP 153.4K +133.4K (+664.7%) 440.4K +358.9K (+440.6%) 0.15% +0.129 pp 0.00% +0.000 pp USD3.00 -4.3% 7 qtrs
29 VERITION FUND MANAGEMENT LLC 147.7K -1.0K (-0.7%) 424.0K -179.9K (-29.8%) 0.14% +0.003 pp 0.00% -0.001 pp USD3.45 -16.8% 7 qtrs
30 TWO SIGMA ADVISERS, LP 142.4K +42.9K (+43.1%) 408.7K +4.7K (+1.2%) 0.14% +0.044 pp 0.00% +0.000 pp USD4.06 -29.3% 16 qtrs
31 TWO SIGMA INVESTMENTS, LP 137.8K +25.8K (+23.1%) 395.6K -59.1K (-13.0%) 0.13% +0.028 pp 0.00% 0.000 pp USD3.89 -26.2% 14 qtrs
32 ALLIANCEBERNSTEIN L.P. 123.4K +— (+0.0%) 354.1K -146.8K (-29.3%) 0.12% +0.003 pp 0.00% +0.000 pp USD9.16 -68.7% 17 qtrs
33 INVESCO LTD. 117.4K +6.4K (+5.8%) 337.0K -113.8K (-25.2%) 0.11% +0.009 pp 0.00% +0.000 pp USD6.76 -57.5% 17 qtrs
34 WALLEYE CAPITAL LLC 113.9K +113.9K (+100.0%) 326.9K +326.9K (+100.0%) 0.11% +0.110 pp 0.00% +0.001 pp USD2.87 +0.0% 7 qtrs
35 PANAGORA ASSET MANAGEMENT INC 113.4K +57.0 (+0.1%) 325.4K -134.7K (-29.3%) 0.11% +0.003 pp 0.00% -0.001 pp USD3.40 -15.6% 5 qtrs
36 STIFEL FINANCIAL CORP 105.9K +18.8K (+21.6%) 304.1K -49.8K (-14.1%) 0.10% +0.021 pp 0.00% +0.000 pp USD4.45 -35.5% 16 qtrs
37 GRAHAM CAPITAL MANAGEMENT, L.P. 85.7K +63.9K (+292.9%) 245.9K +157.3K (+177.7%) 0.08% +0.062 pp 0.01% +0.005 pp USD3.17 -9.5% 7 qtrs
38 PNC FINANCIAL SERVICES GROUP, INC. 83.2K +1.3K (+1.5%) 238.7K -93.9K (-28.2%) 0.08% +0.004 pp 0.00% 0.000 pp USD4.42 -35.1% 18 qtrs
39 XTX TOPCO LTD 75.3K +27.5K (+57.5%) 216.1K +22.0K (+11.3%) 0.07% +0.028 pp 0.01% -0.004 pp USD3.70 -22.4% 6 qtrs
40 HILLSDALE INVESTMENT MANAGEMENT INC. 75.3K +— (+0.0%) 216.1K -89.6K (-29.3%) 0.07% +0.002 pp 0.01% -0.003 pp USD4.06 -29.3% 2 qtrs
41 BANK OF AMERICA CORP /DE/ 74.2K -336.7K (-82.0%) 212.8K -1.5M (-87.2%) 0.07% -0.313 pp 0.00% 0.000 pp USD4.29 -33.1% 18 qtrs
42 CAMBRIA INVESTMENT MANAGEMENT, L.P. 72.1K +36.3K (+101.3%) 207.0K +61.6K (+42.3%) 0.07% +0.036 pp 0.01% +0.004 pp USD3.46 -17.1% 2 qtrs
43 CITIGROUP INC 69.2K -219.9K (-76.1%) 198.7K -975.0K (-83.1%) 0.07% -0.204 pp 0.00% 0.000 pp USD4.30 -33.3% 17 qtrs
44 NUVEEN, LLC 67.6K +— (+0.0%) 194.0K -80.5K (-29.3%) 0.07% +0.002 pp 0.00% +0.000 pp USD2.89 -0.7% 4 qtrs
45 POINT72 ASSET MANAGEMENT, L.P. 61.1K +61.1K (+100.0%) 175.5K +175.5K (+100.0%) 0.06% +0.059 pp 0.00% +0.000 pp USD2.87 +0.0% 1 qtrs NEW
46 BAKER TILLY WEALTH MANAGEMENT, LLC 60.1K +— (+0.0%) 172.4K -71.5K (-29.3%) 0.06% +0.002 pp 0.04% -0.013 pp USD7.44 -61.4% 10 qtrs
47 RHUMBLINE ADVISERS 54.7K -5.4K (-9.0%) 157.0K -87.1K (-35.7%) 0.05% -0.004 pp 0.00% 0.000 pp USD13.91 -79.4% 17 qtrs
48 BREVAN HOWARD CAPITAL MANAGEMENT LP 54.0K +3.9K (+7.7%) 155.1K -48.6K (-23.8%) 0.05% +0.005 pp 0.00% +0.001 pp USD3.70 -22.4% 6 qtrs
49 VALEO FINANCIAL ADVISORS, LLC 51.6K -8.4K (-13.9%) 148.0K -95.3K (-39.2%) 0.05% -0.006 pp 0.00% -0.002 pp USD9.24 -68.9% 13 qtrs
50 ALGERT GLOBAL LLC 50.2K +25.5K (+103.1%) 144.0K +44.0K (+44.0%) 0.05% +0.025 pp 0.00% +0.001 pp USD4.02 -28.6% 11 qtrs
51 JEFFERIES FINANCIAL GROUP INC. 50.0K +50.0K (+100.0%) 143.5K +143.5K (+100.0%) 0.05% +0.048 pp 0.00% +0.001 pp USD2.87 +0.0% 1 qtrs NEW
52 IEQ CAPITAL, LLC 47.7K -44.6K (-48.3%) 136.9K -237.7K (-63.5%) 0.05% -0.040 pp 0.00% -0.001 pp USD3.88 -26.0% 5 qtrs
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 45.0K +29.6K (+192.6%) 129.1K +66.7K (+106.9%) 0.04% +0.029 pp 0.00% +0.000 pp USD3.07 -6.5% 13 qtrs
54 HENNION & WALSH ASSET MANAGEMENT, INC. 44.2K -583.0 (-1.3%) 126.9K -55.0K (-30.2%) 0.04% +0.001 pp 0.00% -0.002 pp USD4.79 -40.1% 7 qtrs
55 PHARVISION ADVISERS, LLC 41.8K +12.2K (+41.3%) 119.9K -112.0 (-0.1%) 0.04% +0.013 pp 0.06% -0.007 pp USD3.71 -22.6% 2 qtrs
56 RUSSELL INVESTMENTS GROUP, LTD. 36.5K -1.7K (-4.3%) 104.9K -50.2K (-32.4%) 0.04% -0.001 pp 0.00% 0.000 pp USD4.06 -29.3% 9 qtrs
57 DEUTSCHE BANK AG\ 35.6K +— (+0.0%) 102.1K -42.3K (-29.3%) 0.03% +0.001 pp 0.00% +0.000 pp USD5.19 -44.7% 11 qtrs
58 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 34.9K +34.9K (+100.0%) 100.0K +100.0K (+100.0%) 0.03% +0.034 pp 0.00% +0.000 pp USD2.87 +0.0% 1 qtrs NEW
59 WELLS FARGO & COMPANY/MN 33.7K +6.5K (+23.8%) 96.6K -13.7K (-12.5%) 0.03% +0.007 pp 0.00% +0.000 pp USD6.72 -57.3% 18 qtrs
60 OCCUDO QUANTITATIVE STRATEGIES LP 33.2K +33.2K (+100.0%) 95.2K +95.2K (+100.0%) 0.03% +0.032 pp 0.01% +0.006 pp USD2.87 +0.0% 1 qtrs NEW
61 BOOTHBAY FUND MANAGEMENT, LLC 32.2K +32.2K (+100.0%) 92.3K +92.3K (+100.0%) 0.03% +0.031 pp 0.00% +0.001 pp USD2.87 +0.0% 1 qtrs NEW
62 AMERICAN CENTURY COMPANIES INC 27.2K -713.0 (-2.6%) 77.9K -35.2K (-31.1%) 0.03% +0.000 pp 0.00% +0.000 pp USD4.06 -29.3% 2 qtrs
63 ENGINEERS GATE MANAGER LP 26.4K -1.5K (-5.5%) 75.8K -37.6K (-33.2%) 0.03% -0.001 pp 0.00% 0.000 pp USD3.90 -26.4% 3 qtrs
64 JAIN GLOBAL LLC 26.2K +26.2K (+100.0%) 75.2K +75.2K (+100.0%) 0.03% +0.025 pp 0.00% +0.000 pp USD2.87 +0.0% 4 qtrs
65 STRENGTHENING FAMILIES & COMMUNITIES, LLC 20.5K +— (+0.0%) 58.9K -24.4K (-29.3%) 0.02% +0.001 pp 0.02% +0.003 pp USD4.06 -29.3% 2 qtrs
66 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 20.5K -1.7K (-7.6%) 58.7K -31.2K (-34.7%) 0.02% -0.001 pp 0.00% 0.000 pp USD5.27 -45.5% 7 qtrs
67 PRICE T ROWE ASSOCIATES INC /MD/ 19.0K +— (+0.0%) 55.0K -22.0K (-28.6%) 0.02% +0.001 pp 0.00% +0.000 pp USD6.42 -55.3% 10 qtrs
68 AMERIPRISE FINANCIAL INC 18.9K +18.9K (+100.0%) 54.2K +54.2K (+100.0%) 0.02% +0.018 pp 0.00% +0.000 pp USD2.87 +0.0% 1 qtrs NEW
69 CANADA PENSION PLAN INVESTMENT BOARD 17.9K +17.9K (+100.0%) 51.4K +51.4K (+100.0%) 0.02% +0.017 pp 0.00% +0.000 pp USD2.87 +0.0% 1 qtrs NEW
70 M&T BANK CORP 17.1K +17.1K (+100.0%) 49.1K +49.1K (+100.0%) 0.02% +0.017 pp 0.00% +0.000 pp USD2.87 +0.0% 1 qtrs NEW
71 NEW YORK STATE COMMON RETIREMENT FUND 17.1K -749.3K (-97.8%) 49.1K -3.1M (-98.4%) 0.02% -0.701 pp 0.00% -0.004 pp USD9.36 -69.3% 17 qtrs
72 PRELUDE CAPITAL MANAGEMENT, LLC 17.0K +1.3K (+8.3%) 48.8K -15.0K (-23.5%) 0.02% +0.002 pp 0.00% -0.001 pp USD3.97 -27.7% 2 qtrs
73 BNP PARIBAS ARBITRAGE, SNC 16.8K -974.0 (-5.5%) 48.3K -24.0K (-33.2%) 0.02% -0.001 pp 0.00% +0.000 pp USD3.80 -24.5% 5 qtrs
74 INTECH INVESTMENT MANAGEMENT LLC 16.5K -4.5K (-21.2%) 47.4K -37.8K (-44.3%) 0.02% -0.004 pp 0.00% 0.000 pp USD3.69 -22.2% 6 qtrs
75 HRT FINANCIAL LP 16.7K +16.7K (+100.0%) 47.0K +47.0K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD2.87 +0.0% 1 qtrs NEW
76 EXODUSPOINT CAPITAL MANAGEMENT, LP 16.4K +16.4K (+100.0%) 47.0K +47.0K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD2.87 +0.0% 5 qtrs
77 STATE OF WYOMING 16.3K -76.2K (-82.3%) 46.9K -328.9K (-87.5%) 0.02% -0.071 pp 0.01% -0.038 pp USD4.13 -30.5% 8 qtrs
78 SG AMERICAS SECURITIES, LLC 15.9K +15.9K (+100.0%) 46.0K +46.0K (+100.0%) 0.02% +0.015 pp 0.00% +0.000 pp USD2.87 +0.0% 1 qtrs NEW
79 CWM, LLC 15.6K -8.4K (-35.1%) 45.0K -52.0K (-53.6%) 0.02% -0.008 pp 0.00% 0.000 pp USD4.10 -30.0% 15 qtrs
80 JPMORGAN CHASE & CO 12.2K -100.0K (-89.1%) 35.2K -420.5K (-92.3%) 0.01% -0.093 pp 0.00% +0.000 pp USD6.00 -52.2% 18 qtrs
81 CERITY PARTNERS LLC 12.2K -8.9K (-42.2%) 35.0K -50.7K (-59.2%) 0.01% -0.008 pp 0.00% 0.000 pp USD3.11 -7.7% 4 qtrs
82 SCHONFELD STRATEGIC ADVISORS LLC 12.1K +12.1K (+100.0%) 34.6K +34.6K (+100.0%) 0.01% +0.012 pp 0.00% +0.000 pp USD2.87 +0.0% 1 qtrs NEW
83 STATE OF ALASKA, DEPARTMENT OF REVENUE 11.4K +6.0K (+109.3%) 32.0K +10.0K (+45.5%) 0.01% +0.006 pp 0.00% +0.000 pp USD3.44 -16.6% 2 qtrs
84 ACADIAN ASSET MANAGEMENT LLC 10.8K +10.8K (+100.0%) 31.0K +31.0K (+100.0%) 0.01% +0.010 pp 0.00% +0.000 pp USD2.87 +0.0% 1 qtrs NEW
85 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12.2K -6.5K (-35.0%) 30.9K -28.8K (-48.3%) 0.01% -0.006 pp 0.00% +0.000 pp USD3.90 -26.4% 3 qtrs
86 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 10.4K +— (+0.0%) 29.8K -12.4K (-29.3%) 0.01% +0.000 pp 0.00% 0.000 pp USD4.11 -30.2% 5 qtrs
87 NEUBERGER BERMAN GROUP LLC 10.2K +10.2K (+100.0%) 29.3K +29.3K (+100.0%) 0.01% +0.010 pp 0.00% +0.000 pp USD2.87 +0.0% 1 qtrs NEW
88 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 7.8K +7.8K (+100.0%) 22.4K +22.4K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD2.87 +0.0% 1 qtrs NEW
89 MEEDER ASSET MANAGEMENT INC 7.0K -19.5K (-73.5%) 20.1K -87.3K (-81.3%) 0.01% -0.018 pp 0.00% -0.005 pp USD2.89 -0.7% 4 qtrs
90 FMR LLC 5.4K -318.0 (-5.6%) 15.5K -7.7K (-33.2%) 0.01% 0.000 pp 0.00% +0.000 pp USD4.00 -28.3% 18 qtrs
91 AMERITAS INVESTMENT PARTNERS, INC. 4.8K +— (+0.0%) 13.8K -5.7K (-29.3%) 0.00% +0.000 pp 0.00% 0.000 pp USD10.76 -73.3% 11 qtrs
92 TOWER RESEARCH CAPITAL LLC (TRC) 4.1K +735.0 (+21.6%) 11.9K -1.9K (-14.1%) 0.00% +0.001 pp 0.00% 0.000 pp USD3.57 -19.6% 18 qtrs
93 LEGAL & GENERAL GROUP PLC 3.3K +— (+0.0%) 9.3K -3.9K (-29.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD14.91 -80.8% 17 qtrs
94 QUARRY LP 3.2K -2.4K (-43.5%) 9.1K -13.6K (-60.0%) 0.00% -0.002 pp 0.00% -0.004 pp USD4.06 -29.3% 2 qtrs
95 ADVISOR GROUP HOLDINGS, INC. 2.5K -425.0 (-14.7%) 7.1K -4.6K (-39.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD7.69 -62.7% 18 qtrs
96 ROCKEFELLER CAPITAL MANAGEMENT L.P. 2.4K +2.3K (+2,488.0%) 6.8K +6.5K (+1,727.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD2.92 -1.7% 2 qtrs
97 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.8K -369.0 (-16.7%) 5.3K -3.7K (-41.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD20.29 -85.9% 17 qtrs
98 STERLING CAPITAL MANAGEMENT LLC 1.7K -716.0 (-29.3%) 5.0K -5.0K (-50.0%) 0.00% -0.001 pp 0.00% 0.000 pp USD4.09 -29.8% 6 qtrs
99 GAMMA INVESTING LLC 1.6K +1.6K (+20,462.5%) 4.7K +4.7K (+14,653.1%) 0.00% +0.002 pp 0.00% +0.000 pp USD2.88 -0.3% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 27 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Inspire Small/Mid Cap ETF ISMD 0.22% 733.3K 0.53%
2 WisdomTree U.S. SmallCap Fund EES 0.01% 102.3K 0.38%
3 iShares U.S. Small-Cap Equity Factor ETF SMLF 0.01% 511.6K 0.15%
4 Vanguard Global Value Equity Active ETF VVLU.AX 0.01% 93.9K 0.28%
5 iShares Micro-Cap ETF IWC 0.01% 114.5K 0.60%
6 U.S. Micro Cap Portfolio ETF DFMC 0.00% 236.6K 0.43%
7 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.00% 60.9K 0.34%
8 Vanguard Russell 2000 Value ETF VTWV 0.00% 26.0K 0.06%
9 Invesco BuyBack Achievers ETF PKW 0.00% 28.8K 0.62%
10 Dimensional - US Small Cap ETF DFAS 0.00% 163.8K 0.26%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
2
Shares acquired
Shares disposed
82.7K
Cash buys
Cash sales
Net activity
-82,747
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-01 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 12,166 0.99 12.0K 1,201,438 D
2026-05-01 Heller Casey Officer F-InKind D Class A Common Stock 1,469 0.99 1.5K 2,005,853 D
2026-04-01 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 45,154 1.09 49.2K 1,213,604 D
2026-04-01 Coop Kevin Director / Officer F-InKind D Class A Common Stock 37,593 1.09 41.0K 5,078,872 D
2026-03-01 Coop Kevin Director / Officer F-InKind D Class A Common Stock 175,524 1.28 224.7K 5,116,465 D
2026-02-24 Paris Jonathan Officer A-Award A Class A Common Stock 481,505 0.00 902,854 D
2026-02-24 Krantz Jason Ronald Director / 10% Owner A-Award A Class A Common Stock 242,719 0.00 1,258,758 D
2026-02-24 Heller Casey Officer A-Award A Class A Common Stock 733,301 0.00 2,007,322 D
2026-02-24 Graboske Benjamin Officer A-Award A Class A Common Stock 631,068 0.00 1,312,027 D
2026-02-24 Coop Kevin Director / Officer A-Award A Class A Common Stock 1,735,437 0.00 5,291,989 D
2026-02-01 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 44,545 2.32 103.3K 1,016,039 D
2026-02-01 Heller Casey Officer F-InKind D Class A Common Stock 1,469 2.32 3.4K 1,274,021 D
2026-01-05 Heller Casey Officer A-Award A Class A Common Stock 195,313 0.00 1,275,490 D
2026-01-01 Coop Kevin Director / Officer F-InKind D Class A Common Stock 28,236 2.87 81.0K 3,556,552 D
2025-12-22 Graboske Benjamin Officer F-InKind D Class A Common Stock 341,417 2.53 863.8K 676,913 D
2025-11-01 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 18,796 2.77 52.1K 1,060,584 D
2025-11-01 Heller Casey Officer F-InKind D Class A Common Stock 1,244 2.77 3.4K 1,080,177 D
2025-10-01 Heller Casey Officer F-InKind D Class A Common Stock 8,300 3.56 29.5K 1,081,421 D
2025-10-01 Coop Kevin Director / Officer F-InKind D Class A Common Stock 37,593 3.56 133.8K 3,584,788 D
2025-09-14 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 4,093 4.15 17.0K 1,079,380 D
2025-08-01 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 4,741 3.74 17.7K 694,149 D
2025-08-01 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 18,796 3.74 70.3K 1,083,473 D
2025-08-01 Heller Casey Officer F-InKind D Class A Common Stock 1,244 3.74 4.7K 1,089,721 D
2025-07-01 Paris Jonathan Officer A-Award A Class A Common Stock 421,349 0.00 421,349 D
2025-07-01 Coop Kevin Director / Officer F-InKind D Class A Common Stock 116,750 4.05 472.8K 3,622,381 D
2025-06-16 Paris Jonathan 0 0.00 0
2025-06-14 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 1,012 3.65 3.7K 698,890 D
2025-06-14 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 4,093 3.65 14.9K 1,102,269 D
2025-06-10 Heller Casey Officer A-Award A Class A Common Stock 485,881 0.00 1,090,965 D
2025-06-05 Winters Kathleen A Director A-Award A Class A Common Stock 55,911 0.00 119,792 D
2025-06-05 Stephenson Scott G Director A-Award A Class A Common Stock 55,911 0.00 124,124 D
2025-06-05 Larsen Jill Director A-Award A Class A Common Stock 55,911 0.00 114,751 D
2025-06-05 Hamood Samuel A Director A-Award A Class A Common Stock 55,911 0.00 100,206 D
2025-06-05 Chilukuri Sastry Director A-Award A Class A Common Stock 55,911 0.00 126,794 D
2025-06-02 Heller Casey Officer A-Award A Class A Common Stock 498,339 0.00 605,084 D
2025-05-01 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 4,595 2.75 12.6K 699,902 D
2025-05-01 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 18,795 2.75 51.7K 1,106,362 D
2025-05-01 Booth Richard Douglas Officer F-InKind D Class A Common Stock 7,873 2.75 21.7K 652,630 D
2025-04-28 Shamsuddin Kate Marie Officer A-Award A Class A Common Stock 243,446 0.00 704,497 D
2025-04-03 Krantz Jason Ronald Director / 10% Owner A-Award A Class A Common Stock 153,847 0.00 1,125,157 D
2025-03-14 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 1,012 2.59 2.6K 461,051 D
2025-03-14 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 4,093 2.59 10.6K 971,310 D
2025-03-14 Booth Richard Douglas Officer F-InKind D Class A Common Stock 963 2.59 2.5K 660,503 D
2025-03-03 Graboske Benjamin 0 0.00 0
2025-03-01 Coop Kevin Director / Officer A-Award A Class A Common Stock 2,382,892 0.00 3,739,131 D
2025-02-14 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 7,471 5.55 41.5K 975,403 D
2025-02-01 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 16,342 4.86 79.4K 462,063 D
2025-02-01 Moschella William Officer F-InKind D Class A Common Stock 28,538 4.86 138.7K 451,302 D
2025-02-01 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 56,976 4.86 276.9K 966,395 D
2025-02-01 Booth Richard Douglas Officer F-InKind D Class A Common Stock 27,080 4.86 131.6K 661,466 D
2025-01-21 Shamsuddin Kate Marie Officer A-Award A Class A Common Stock 56,221 0.00 483,736 D
2025-01-21 Moschella William Officer A-Award A Class A Common Stock 66,142 0.00 486,551 D
2025-01-21 Krantz Jason Ronald Director / 10% Owner A-Award A Class A Common Stock 178,582 0.00 1,045,986 D
2025-01-21 Booth Richard Douglas Officer A-Award A Class A Common Stock 107,480 0.00 698,738 D
2025-01-01 Moschella William Officer F-InKind D Class A Common Stock 13,421 4.11 55.2K 420,409 D
2024-12-14 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 1,044 4.49 4.7K 427,515 D
2024-12-14 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 4,093 4.49 18.4K 867,404 D
2024-12-14 Booth Richard Douglas Officer F-InKind D Class A Common Stock 1,501 4.49 6.7K 591,258 D
2024-12-03 Moschella William Officer S-Sale D Class A Common Stock 45,000 4.70 211.5K 433,830 D
2024-11-05 Booth Richard Douglas Officer A-Award A Class A Common Stock 92,379 0.00 592,759 D
2024-11-01 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 2,506 4.18 10.5K 428,559 D
2024-11-01 Moschella William Officer F-InKind D Class A Common Stock 3,587 4.18 15.0K 478,830 D
2024-11-01 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 7,830 4.18 32.7K 871,497 D
2024-11-01 Booth Richard Douglas Officer F-InKind D Class A Common Stock 3,811 4.18 15.9K 500,380 D
2024-09-29 Shamsuddin Kate Marie Officer A-Award A Class A Common Stock 113,379 0.00 431,065 D
2024-09-14 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 1,044 4.44 4.6K 317,686
2024-09-14 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A Common Stock 4,003 4.44 17.8K 879,327
2024-09-14 Booth Richard Douglas Officer F-InKind D Class A Common Stock 993 4.44 4.4K 504,191
2024-08-01 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 2,506 3.95 9.9K 318,730
2024-08-01 Moschella William Officer F-InKind D Class A Common Stock 14,495 3.95 57.3K 482,417
2024-08-01 Krantz Jason Ronald Director / Officer / 10% Owner F-InKind D Class A Common Stock 7,659 3.95 30.3K 883,330
2024-08-01 Booth Richard Douglas Officer F-InKind D Class A Common Stock 3,620 3.95 14.3K 505,184
2024-07-04 Coop Kevin Director / Officer A-Award A Class A Common Stock 186,192 0.00 1,356,239
2024-06-24 Coop Kevin 0 0.00 0
2024-06-14 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 1,044 5.62 5.9K 321,236
2024-06-14 Krantz Jason Ronald Director / Officer / 10% Owner F-InKind D Class A Common Stock 4,003 5.62 22.5K 890,989
2024-06-14 Booth Richard Douglas Officer F-InKind D Class A Common Stock 993 5.62 5.6K 508,804
2024-05-22 Winters Kathleen A Director A-Award A Class A Common Stock 26,759 0.00 63,881
2024-05-22 Stephenson Scott G Director A-Award A Class A Common Stock 26,759 0.00 68,213
2024-05-22 Larsen Jill Director A-Award A Class A Common Stock 26,759 0.00 58,840
2024-05-22 Hamood Samuel A Director A-Award A Class A Common Stock 26,759 0.00 58,840
2024-05-22 Chilukuri Sastry Director A-Award A Class A Common Stock 26,759 0.00 70,883
2024-05-03 Maack Jonathan Officer F-InKind D Class A Common Stock 10,021 7.03 70.4K 699,650
2024-05-01 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 2,506 6.97 17.5K 322,280
2024-05-01 Moschella William Officer D Class A Common Stock 0 0.00 199,226
2024-05-01 Krantz Jason Ronald Director / Officer / 10% Owner F-InKind D Class A Common Stock 7,658 6.97 53.4K 894,992
2024-05-01 Booth Richard Douglas Officer F-InKind D Class A Common Stock 3,620 6.97 25.2K 509,797
2024-03-14 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 1,044 8.09 8.4K 324,786
2024-03-14 Krantz Jason Ronald Director / Officer / 10% Owner F-InKind D Class A Common Stock 2,808 8.09 22.7K 902,650
2024-03-14 Booth Richard Douglas Officer F-InKind D Class A Common Stock 993 8.09 8.0K 513,417
2024-02-16 Krantz Jason Ronald Director / Officer / 10% Owner F-InKind D Class A Common Stock 5,419 9.99 54.1K 905,458
2024-02-14 Shamsuddin Kate Marie Officer A-Award A Class A Common Stock 121,831 0.00 325,830
2024-02-14 Maack Jonathan Officer A-Award A Class A Common Stock 214,995 0.00 709,671
2024-02-14 Lazorchak Carrie Officer A-Award A Class A Common Stock 35,833 0.00 421,528
2024-02-14 Krantz Jason Ronald Director / Officer / 10% Owner A-Award A Class A Common Stock 417,752 0.00 910,877
2024-02-14 Booth Richard Douglas Officer A-Award A Class A Common Stock 232,911 0.00 514,410
2024-02-03 Maack Jonathan Officer F-InKind D Class A Common Stock 10,740 8.61 92.5K 494,676
2024-02-01 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 10,121 8.59 86.9K 203,999
2024-02-01 Krantz Jason Ronald Director / Officer / 10% Owner F-InKind D Class A Common Stock 20,069 8.59 172.4K 493,125
2024-02-01 Booth Richard Douglas Officer F-InKind D Class A Common Stock 14,301 8.59 122.8K 281,499
2024-01-24 Shamsuddin Kate Marie Officer F-InKind D Class A Common Stock 3,919 9.26 36.3K 214,120
2024-01-24 Krantz Jason Ronald Director / 10% Owner A-Award A Class A Common Stock 110,846 0.00 524,950
2024-01-24 Booth Richard Douglas Officer F-InKind D Class A Common Stock 5,592 9.26 51.8K 295,800
2024-01-07 Musslewhite Robert W Director / Officer F-InKind D Class A Common Stock 14,207 9.00 127.9K 1,201,638
2023-12-14 Shamsuddin Kate Marie Officer F-InKind D Class A common stock 1,044 9.03 9.4K 184,106
2023-12-14 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A common stock 2,649 9.03 23.9K 414,104
2023-12-14 Booth Richard Douglas Officer F-InKind D Class A common stock 993 9.03 9.0K 252,378
2023-11-04 Musslewhite Robert W Director / Officer F-InKind D Class A Common Stock 12,656 7.27 92.0K 1,215,845
2023-11-03 Maack Jonathan Officer F-InKind D Class A Common Stock 40,887 7.27 297.2K 505,416
2023-11-01 Lazorchak Carrie Officer A-Award A Class A Common Stock 385,695 0.00 385,695
2023-10-07 Musslewhite Robert W Director / Officer F-InKind D Class A Common Stock 20,016 7.20 144.1K 1,228,501
2023-09-14 Shamsuddin Kate Marie Officer F-InKind D Class A common stock 1,044 8.27 8.6K 185,150
2023-09-14 Mirisola Joseph Gianni Officer F-InKind D Class A common stock 1,044 8.27 8.6K 185,198
2023-09-14 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A common stock 2,649 8.27 21.9K 416,753
2023-09-14 Booth Richard Douglas Officer F-InKind D Class A common stock 993 8.27 8.2K 253,371
2023-09-06 Stephenson Scott G Director A-Award A Class A Common Stock 12,496 0.00 41,454
2023-08-24 SEA VII Management, LLC Director S-Sale D Class A Common Stock 2,454 9.39 23.0K 1,445,859
2023-08-23 SEA VII Management, LLC Director J-Other D Class A Common Stock 3,193,344 0.00 1,448,313
2023-08-23 Mitchell Christopher Director J-Other A Class A Common Stock 81,069 0.00 226,126
2023-08-23 Haywood Jeffrey Charles Director J-Other A Class A Common Stock 21,625 0.00 41,934
2023-08-22 SEA VII Management, LLC Director C-Conversion D LLC Units of AIDH Topco, LLC 2,898,179 0.00 13,843,158
2023-08-04 Musslewhite Robert W Director / Officer F-InKind D Class A Common Stock 12,657 11.31 143.2K 1,248,517
2023-07-07 Musslewhite Robert W Director / Officer F-InKind D Class A Common Stock 20,016 10.67 213.6K 1,261,174
2023-06-30 ADVENT INTERNATIONAL GP, LLC Director / 10% Owner I Common Stock 0 0.00 62,493,676
2023-06-14 Shamsuddin Kate Marie Officer F-InKind D Class A common stock 1,044 10.59 11.1K 186,194
2023-06-14 Mirisola Joseph Gianni Officer F-InKind D Class A common stock 1,044 10.59 11.1K 186,242
2023-06-14 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A common stock 2,649 10.59 28.1K 419,402
2023-06-14 Booth Richard Douglas Officer F-InKind D Class A common stock 993 10.59 10.5K 254,364
2023-06-01 Winters Kathleen A Director A-Award A Class A Common Stock 17,536 0.00 37,122
2023-06-01 Larsen Jill Director A-Award A Class A Common Stock 17,536 0.00 32,081
2023-06-01 Hamood Samuel A Director A-Award A Class A Common Stock 17,536 0.00 32,081
2023-06-01 Chilukuri Sastry Director A-Award A Class A Common Stock 17,536 0.00 44,124
2023-05-12 SEA VII Management, LLC Director / 10% Owner J-Other D Class A Common Stock 2,993,760 0.00 1,749,718
2023-05-11 SEA VII Management, LLC Director / 10% Owner J-Other D Class B Common Stock 2,717,803 0.00 16,741,337
2023-05-11 Mitchell Christopher Director J-Other A Class A Common Stock 76,309 0.00 145,057
2023-05-11 Haywood Jeffrey Charles Director J-Other A Class A Common Stock 20,309 0.00 20,309
2023-05-04 Musslewhite Robert W Director / Officer F-InKind D Class A Common Stock 53,587 9.90 530.5K 1,281,190
2023-04-07 Musslewhite Robert W Director / Officer F-InKind D Class A Common Stock 15,616 10.47 163.5K 1,334,777
2023-03-14 Shamsuddin Kate Marie Officer F-InKind D Class A common stock 1,125 11.89 13.4K 187,238
2023-03-14 Mirisola Joseph Gianni Officer F-InKind D Class A common stock 1,077 11.89 12.8K 187,286
2023-03-14 Krantz Jason Ronald Director / 10% Owner F-InKind D Class A common stock 2,649 11.89 31.5K 422,051
2023-03-14 Booth Richard Douglas Officer F-InKind D Class A common stock 993 11.89 11.8K 255,357
2023-02-27 SEA VII Management, LLC Director / 10% Owner J-Other D Class B Common Stock 2,517,464 0.00 19,458,380
2023-02-16 Shamsuddin Kate Marie Officer A-Award A Class A Common Stock 136,640 0.00 188,363
2023-02-16 Musslewhite Robert W Director / Officer A-Award A Class A Common Stock 368,422 0.00 1,350,393
2023-02-16 Mirisola Joseph Gianni Officer A-Award A Class A Common Stock 136,640 0.00 188,363
2023-02-16 Krantz Jason Ronald Director / 10% Owner A-Award A Class A Common Stock 294,781 0.00 424,700
2023-02-16 Booth Richard Douglas Officer A-Award A Class A Common Stock 197,369 0.00 256,350
2023-01-07 Musslewhite Robert W Officer F-InKind D Class A Common Stock 14,026 10.41 146.0K 981,971
2022-12-14 Shamsuddin Kate Marie Officer F-InKind D Class A common stock 1,044 12.28 12.8K 51,723
2022-12-14 Mirisola Joseph Gianni Officer F-InKind D Class A common stock 1,044 12.28 12.8K 51,723
2022-12-14 Krantz Jason Ronald Director F-InKind D Class A common stock 3,928 12.28 48.2K 129,919
2022-12-14 Booth Richard Douglas Officer F-InKind D Class A common stock 993 12.28 12.2K 58,981
2022-11-07 Krantz Jason Ronald Director P-Purchase A Class A Common Stock 450,000 11.54 5.19M 450,000
2022-11-03 Maack Jonathan Officer A-Award A Class A Common Stock 546,303 0.00 546,303
2022-10-07 Musslewhite Robert W Officer F-InKind D Class A Common Stock 70,658 14.82 1.05M 995,997
2022-09-30 Chilukuri Sastry Director A-Award A Class A Common Stock 26,588 0.00 26,588
2022-08-08 Winn David Randall Director C-Conversion A Class A Common Stock 1,948,960 0.00 1,948,960
2022-08-08 Spectrum Equity Associates VII, L.P. Director S-Sale D Class A Common Stock 1,016,000 22.75 23.11M 2,508,971
2022-05-24 Winters Kathleen A Director A-Award A Class A Common Stock 12,849 0.00 12.85 19,586
2022-05-24 Larsen Jill Director A-Award A Class A Common Stock 14,545 0.00 14,545
2022-05-24 Hamood Samuel A Director A-Award A Class A Common Stock 14,545 0.00 51,582
2022-05-10 Spectrum Equity Associates VII, L.P. Director S-Sale D Class A Common Stock 811 16.52 13.4K 2,510,360
2022-05-10 Mitchell Christopher Director J-Other A Class A Common Stock 4,081 0.00 4,081
2022-05-10 Haywood Jeffrey Charles Director S-Sale D Class A Common Stock 18,315 15.46 283.1K 0
2022-05-03 Musslewhite Robert W Officer A-Award A Class A Common Stock 83,333 0.00 1,066,655
2022-03-03 Booth Richard Douglas Officer P-Purchase A Class A common stock 2,374 21.06 50.0K 63,948
2021-11-22 Young Lauren Director D-Return D Class A Common Stock 2,102,873 34.74 73.05M 62,493,676
2021-11-22 Winn David Randall Director D-Return D LLC Units of AIDH Topco, LLC 412 0.00 12,239
2021-11-22 SEA VII Management, LLC Director / 10% Owner D-Return D Class A Common Stock 93,947 34.74 3.26M 2,791,929
2021-11-22 Mirisola Joseph Gianni Officer D-Return D LLC Units of AIDH Management Holdings, LLC 10,522 0.00 456,981
2021-11-22 Krantz Jason Ronald Director / Officer / 10% Owner D-Return D LLC Units of AIDH Topco, LLC 6,959 0.00 848,130
2021-11-22 Egan Christopher Director D-Return D Class A Common Stock 2,102,873 34.74 73.05M 62,493,676
2021-11-22 ADVENT INTERNATIONAL CORP/MA Director D-Return D Class A Common Stock 2,102,873 34.74 73.05M 62,493,676
2021-11-02 Winters Kathleen A Director A-Award A Class A Common Stock 6,737 0.00 6.74 6,737
2021-10-07 Musslewhite Robert W Director / Officer A-Award A Class A Common Stock 650,000 0.00 650.00 650,000
2021-10-01 Winters Kathleen A Director 0 0.00 0
2021-09-17 Young Lauren Director D-Return D Class A Common Stock 1,497,033 25.31 37.89M 64,596,549
2021-09-17 Winn David Randall Director D-Return D Class A Common Stock 12,480 25.31 315.9K 538,456
2021-09-17 SEA VII Management, LLC Director / 10% Owner S-Sale D Class A Common Stock 66,857 25.31 1.69M 2,885,876
2021-09-17 Egan Christopher Director D-Return D Class A Common Stock 1,497,033 25.31 37.89M 64,596,549
2021-09-17 ADVENT INTERNATIONAL CORP/MA Director / 10% Owner D-Return D Class A Common Stock 1,497,033 25.31 37.89M 64,596,549
2021-09-15 Young Lauren Director I Class A Common Stock 0 0.00 66,093,582
2021-09-15 Winn David Randall Director I LLC Units of AIDH Topco, LLC 12,944 0.00 0
2021-09-15 Shamsuddin Kate Marie Officer D Class A common stock 0 0.00 56,944
2021-09-15 Samuels David M Officer D Class A common stock 0 0.00 25,000
2021-09-15 SEA VII Management, LLC Director / 10% Owner I LLC Units of AIDH Topco, LLC 28,352,972 0.00 0
2021-09-15 Musslewhite Robert W Director I LLC Units of AIDH Management Holdings, LLC 332,893 0.00 0
2021-09-15 Mitchell Christopher Director 0 0.00 0
2021-09-15 Mirisola Joseph Gianni Officer D Class A common stock 0 0.00 56,944
2021-09-15 Larsen Jill Director D LLC Units of AIDH Management Holdings, LLC 11,174 0.00 0
2021-09-15 Krantz Jason Ronald Director / Officer / 10% Owner D Class A common stock 0 0.00 144,444
2021-09-15 Haywood Jeffrey Charles Director 0 0.00 0
2021-09-15 Hamood Samuel A Director I LLC Units of AIDH Management Holdings, LLC 310,078 0.00 0
2021-09-15 Egan Christopher Director I Class A Common Stock 0 0.00 66,093,582
2021-09-15 Booth Richard Douglas Officer D LLC Units of AIDH Management Holdings, LLC 486,827 0.00 0
2021-09-15 ADVENT INTERNATIONAL CORP/MA Director / 10% Owner Class A Common Stock 0 0.00 66,093,582 I

Executive team

Top executives
EBIT / Employee
-253.2K
Shares Outstanding
104.47M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Kevin Coop Chief Executive Officer 500.0K 7.70M 384.9K 22.5K 8.60M 89.45%
2 2025 Casey Heller Chief Financial Officer 362.3K 3.45M 146.1K 14.2K 3.97M 86.85%
3 2025 Benjamin Graboske EVP Technology and Engineering, Chief Data Officer 318.4K 20.0K 2.88M 185.1K 11.8K 3.42M 84.34%
4 2024 Kevin Coop Chief Executive Officer 259.6K 10.41M 92.2K 119.3K 10.88M 95.67%
5 2024 Kevin Coop Chief Executive Officer 259.6K 10.41M 92.2K 119.3K 10.88M 95.67%
6 2024 Jason Krantz Executive Chairman; Former Interim Chief Executive Officer 52.0K 10.19M 91.5K 31.2K 10.36M 98.31%
7 2024 Robert Musslewhite Former Chief Executive Officer 20.4K 6.06M 727.0K 6.81M 89.03%
8 2024 William Moschella Former Chief Product & Technology Officer 303.4K 4.37M 65.5K 1.51M 6.25M 69.95%
9 2024 Jonathan Maack Former President 171.3K 3.97M 755.5K 4.90M 81.08%
10 2024 Richard Booth Chief Financial Officer 368.6K 3.82M 79.9K 42.7K 4.32M 88.62%
11 2024 Kate Shamsuddin Jensen Chief Operating Officer 342.4K 2.30M 51.2K 24.0K 2.72M 84.64%
12 2024 Casey Heller Chief Financial Officer 328.8K 250.0K 837.1K 146.4K 11.2K 1.57M 53.20%
13 2024 Benjamin Graboske EVP Technology and Engineering, Chief Data Officer
14 2023 Robert Musslewhite Former Chief Executive Officer 439.8K 7.72M 233.4K 41.7K 8.43M 91.52%
15 2023 Jason Krantz Executive Chairman; Former Interim Chief Executive Officer 91.5K 6.04M 38.9K 6.17M 97.89%
16 2023 Richard Booth Chief Financial Officer 358.1K 3.58M 182.5K 38.9K 4.16M 86.08%
17 2023 Joseph Mirisola Former Chief Revenue Officer 307.8K 3.28M 400.1K 3.99M 82.24%
18 2023 Kate Shamsuddin Jensen Chief Operating Officer 324.0K 2.48M 94.6K 13.3K 2.91M 85.18%
19 2023 Kate Shamsuddin Jensen Chief Product Officer 324.0K 2.48M 94.6K 13.3K 2.91M 85.18%
20 2023 Carrie Lazorchak Chief Revenue Officer 66.2K 2.20M 44.3K 2.31M 95.21%
21 2023 Jonathan Maack President 400.0K 248.3K 38.9K 687.2K 0.00%
22 2023 Jonathan Maack Former President 400.0K 248.3K 38.9K 687.2K 0.00%
23 2022 Robert Musslewhite Chief Executive Officer, Director and Former President 429.0K 223.1K 16.83M 57.0K 17.54M 95.96%
24 2022 Robert Musslewhite Former Chief Executive Officer 429.0K 223.1K 16.83M 57.0K 17.54M 95.96%
25 2022 Jonathan Maack Former President 61.5K 46.0K 7.56M 342.5K 8.01M 94.38%
26 2022 Jonathan Maack, President 61.5K 46.0K 7.56M 342.5K 8.01M 94.38%
27 2022 Jonathan Maack President 61.5K 46.0K 7.56M 342.5K 8.01M 94.38%
28 2022 David Samuels Former Chief Legal Officer 318.0K 1.76M 488.1K 2.57M 68.65%
29 2022 Jason Krantz Executive Chairman, Director and Former Chief Executive Officer 428.7K 222.9K 169.4K 820.9K 0.00%
30 2022 Jason Krantz Executive Chairman; Former Interim Chief Executive Officer 428.7K 222.9K 169.4K 820.9K 0.00%
31 2022 Richard Booth Chief Financial Officer 350.0K 183.4K 29.0K 562.4K 0.00%
32 2022 Joseph Mirisola Chief Revenue Officer 300.0K 90.0K 12.2K 402.2K 0.00%
33 2022 Joseph Mirisola Former Chief Revenue Officer 300.0K 90.0K 12.2K 402.2K 0.00%
34 2022 Kate Shamsuddin Jensen Chief Operating Officer 300.0K 80.9K 12.3K 393.3K 0.00%
35 2022 Kate Shamsuddin Jensen Chief Product Officer 300.0K 80.9K 12.3K 393.3K 0.00%
36 2021 Robert Musslewhite President 183.6K 70.3K 28.60M 6.7K 28.86M 99.10%
37 2021 Robert Musslewhite Former Chief Executive Officer 183.6K 70.3K 28.60M 6.7K 28.86M 99.10%
38 2021 Robert Musslewhite Chief Executive Officer, Director and Former President 183.6K 70.3K 28.60M 6.7K 28.86M 99.10%
39 2021 Jason Krantz Executive Chairman, Director and Former Chief Executive Officer 431.4K 5.20M 291.5K 30.1K 5.95M 87.35%
40 2021 Jason Krantz Chairman and Chief Executive Officer 431.4K 5.20M 291.5K 30.1K 5.95M 87.35%
41 2021 Richard Booth Chief Financial Officer 279.3K 2.94M 95.9K 28.8K 3.35M 87.92%
42 2021 Joseph Mirisola Chief Revenue Officer 288.9K 2.05M 200.0K 11.9K 2.55M 80.37%
43 2021 Joseph Mirisola Former Chief Revenue Officer 288.9K 2.05M 200.0K 11.9K 2.55M 80.37%
44 2020 Jason Krantz Executive Chairman, Director and Former Chief Executive Officer 420.3K 25.0K 310.8K 29.7K 785.7K 0.00%
45 2020 Jason Krantz Chairman and Chief Executive Officer 420.3K 25.0K 310.8K 29.7K 785.7K 0.00%
46 2020 Joseph Mirisola Chief Revenue Officer 275.0K 25.0K 200.0K 11.7K 511.7K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2025-04-23 DEFA14A
2025-04-23 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-05-05 4
2026-05-05 4
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2026-04-23 ARS
2026-04-09 8-K
2026-04-03 8-K
2026-04-03 4

Executive team

NameTitleCompensationGender
Kevin D. Coop Chief Executive Officer & Director 907.4K male
Casey Heller Chief Financial Officer 522.6K female
Jason Ronald Krantz Founder & Executive Chairman 61.4K male
Kate Hastings Chief Customer Officer female
Marissa Peoples Odell SVP & Head of Sales female
Rebecca Marani Senior VP & Head of Product female
Sally Slarke Senior Vice President of Commercial Center of Excellence female
Benjamin Graboske EVice President, Technology, Engineering & Chief Data Officer male
Tina Hannagan Chief Commercial Officer female
Jeannine Lombardi Sheehan Chief Human Resources Officer female
Jonathan Paris Chief Legal Officer & Secretary male
ESG Rating
B+
MEDICAL - HEALTHCARE INFORMATION SERVICES
2026
E (Environmental)
69.4 / 63.0
Company / Sector avg.
S (Social)
69.8 / 69.8
Company / Sector avg.
G (Governance)
70.7 / 68.0
Company / Sector avg.
ESG Total
70.0 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
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

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits