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Doximity, Inc. (DOCS)
USD22.53
+0.73 (+3.33%)
US NYSE Healthcare Medical - Healthcare Information Services
Address
500, 3rd Street 94107
San Francisco, CA, US
San Francisco, CA, US
CEO
Jeffrey A. Tangney
Website
doximity.com
IPO
2021-06-24
CIK 1516513 ISIN US26622P1075
Description
Doximity, Inc. provides a digital platform, hosted in the cloud, specifically designed for healthcare practitioners throughout the United States. This platform delivers a suite of specialized tools, empowering its members to connect with peers, streamline patient treatment, conduct remote consultations, access current medical information and research, and advance their professional careers. Its primary clientele consists of pharmaceutical companies and healthcare organizations. Established in 2010, the entity initially operated as 3MD Communications, Inc. before rebranding to Doximity, Inc. in June of that year. The company's corporate headquarters are situated in San Francisco, California.
News Sentiment (7d)
Based on only 1 article — low confidence
- Doximity (DOCS) Stock Declines While Market Improves: Some Information for Investors Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD22.53
+0.73 (+3.33%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
1.29
Float Shares
182.16M
Free Float %
97.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.72% | +1.50% | +25.65% | +7.04% | -48.10% | -40.27% | -56.67% | -19.95% | -50.09% | -50.09% | -50.09% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (22 ratings, all time)
Buy
Price Targets & DCF
Current price
22.53
Low
25.00
+11.0%
Consensus
41.86
+85.8%
Median
40.00
+77.6%
High
63.00
+179.7%
DCF (Unlevered)
24.54
+8.9%
DCF (Levered)
28.72
+27.5%
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)
70% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 5 | 0 |
| Buy | 11 | -2 |
| Hold | 7 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
30.50
+35.4%
|
| Last Quarter | 4 |
33.50
+48.7%
|
| Last Year | 32 |
50.97
+126.3%
|
| All Time | 50 |
48.34
+114.6%
|
Quality scores
Altman Z-Score
18.91
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
9 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Medical - Healthcare Information Services: +14.2%+13.1% Q1'26: +5.1% (vs Q1'25)
-
EPS growth Medical - Healthcare Information Services: +43.1%-11.7% Q1'26: -67.7% (vs Q1'25)
-
FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%+25.0% Q1'26: +75.3% (vs Q1'25)
-
EBIT margin Medical - Healthcare Information Services: +8.8%+0.0% Q1'26: +0.0% (vs Q1'25)
-
ROIC Medical - Healthcare Information Services: +5.2%+0.0% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Medical - Healthcare Information Services: -0.1%-1.1% ★ Q1'26: -3.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×0.05× ★ Q1'26: 0.10× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Mar 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 17 Rev. Ana. 14 EPS Ana. |
Mar 2027 17 Rev. Ana. 13 EPS Ana. |
Mar 2028 16 Rev. Ana. 8 EPS Ana. |
Mar 2029 4 Rev. Ana. 2 EPS Ana. |
Mar 2030 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
343.55M
est: 339.84M (+1.1%)
|
419.05M
est: 418.16M (+0.2%)
|
475.42M
est: 493.63M (-3.7%)
|
570.40M
est: 565.77M (+0.8%)
|
643.58M
643.30M – 643.76M
+13.8% YoY
|
697.44M
677.07M – 712.74M
+8.4% YoY
|
761.03M
760.58M – 761.47M
+9.1% YoY
|
793.47M
793.47M – 793.47M
+4.3% YoY
|
862.10M
832.60M – 889.03M
+8.6% YoY
|
| EBITDA |
118.58M
est: 118.86M (-0.2%)
|
135.39M
est: 86.23M (+57.0%)
|
182.08M
est: 272.74M (-33.2%)
|
240.76M
est: 312.60M (-23.0%)
|
355.60M
355.44M – 355.70M
+13.8% YoY
|
385.36M
374.10M – 393.81M
+8.4% YoY
|
420.49M
420.24M – 420.74M
+9.1% YoY
|
438.41M
438.41M – 438.42M
+4.3% YoY
|
476.33M
460.04M – 491.21M
+8.6% YoY
|
| EBIT |
113.54M
est: 112.25M (+1.1%)
|
125.11M
est: 79.92M (+56.5%)
|
171.81M
est: 262.49M (-34.5%)
|
230.10M
est: 300.85M (-23.5%)
|
342.23M
342.08M – 342.33M
+13.8% YoY
|
370.87M
360.04M – 379.01M
+8.4% YoY
|
404.68M
404.45M – 404.92M
+9.1% YoY
|
421.93M
421.93M – 421.94M
+4.3% YoY
|
458.43M
442.74M – 472.75M
+8.6% YoY
|
| Net Income |
154.78M
est: 154.58M (+0.1%)
|
112.82M
est: 118.84M (-5.1%)
|
147.58M
est: 171.55M (-14.0%)
|
223.19M
est: 267.02M (-16.4%)
|
310.14M
299.03M – 321.26M
+16.2% YoY
|
328.17M
285.09M – 371.24M
+5.8% YoY
|
373.52M
295.34M – 451.70M
+13.8% YoY
|
388.33M
372.57M – 404.09M
+4.0% YoY
|
433.60M
414.32M – 451.21M
+11.7% YoY
|
| SGA |
127.88M
est: 124.33M (+2.8%)
|
160.27M
est: 98.99M (+61.9%)
|
170.96M
est: 180.60M (-5.3%)
|
191.38M
est: 206.99M (-7.5%)
|
235.46M
235.36M – 235.53M
+13.8% YoY
|
255.17M
247.72M – 260.77M
+8.4% YoY
|
278.43M
278.27M – 278.60M
+9.1% YoY
|
290.30M
290.30M – 290.30M
+4.3% YoY
|
315.41M
304.62M – 325.26M
+8.6% YoY
|
| EPS |
0.81
est: 0.77 (+5.4%)
|
0.58
est: 0.70 (-17.0%)
|
0.78
est: 0.85 (-8.7%)
|
1.19
est: 1.31 (-9.1%)
|
1.55
1.49 – 1.60
+18.1% YoY
|
1.62
1.42 – 1.85
+4.8% YoY
|
1.79
1.47 – 2.24
+10.6% YoY
|
1.93
1.85 – 2.01
+7.7% YoY
|
2.16
2.06 – 2.24
+11.7% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-11 | Wells Fargo | Overweight | Overweight | Maintain |
| 2026-04-20 | Truist Securities | Buy | Hold | Downgrade |
| 2026-04-16 | B of A Securities | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 1/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
315.47M
OE per share TTM
1.57
Owner's Yield
6.36%
Maintenance CapEx ratio
4.39%
Maint CapEx / Avg PPE
4.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
126
Total invested
221.25M
Insider transactions (90d)
1
Beneficial owners (>5%)
28
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Jeffrey Tangney | 51.65M | 33.30% | 27.45M | 24.20M | 27.45M | — | IN | United States | 2022-02-14 | ↗ |
| 2 | Claudia Schweikert | 24.20M | 18.90% | — | 24.20M | — | — | IN | United States | 2022-02-14 | ↗ |
| 3 | Tangney Schweikert Family Trust | 24.20M | 18.90% | — | 24.20M | — | — | IN | United States | 2022-02-14 | ↗ |
| 4 | Emergence Equity Partners II, L.P. | 24.10M | 28.10% | 775.0K | — | 775.0K | — | PN | Delaware | 2022-02-14 | ↗ |
| 5 | Tangney Annuity Trust, LLC | 20.00M | 16.20% | 20.00M | — | 20.00M | — | IN | United States | 2022-02-14 | ↗ |
| 6 | (1) BlackRock, Inc. | 10.54M | 8.90% | 10.18M | — | 10.54M | — | HC | Delaware | 2024-01-25 | ↗ |
| 7 | Gilbert H. Kliman (a Managing Director of InterWest Management Partners X, LLC) | 9.04M | 7.90% | 480.0K | 8.56M | 480.0K | 8.56M | IN | California | 2022-02-14 | ↗ |
| 8 | Khaled A. Nasr (a Venture Member of InterWest Management Partners X, LLC) | 8.64M | 7.60% | 81.7K | 8.56M | 81.7K | 8.56M | IN | California | 2022-02-14 | ↗ |
| 9 | Keval Desai (a Venture Member of InterWest Management Partners X, LLC) | 8.61M | 7.60% | 54.8K | 8.56M | 54.8K | 8.56M | IN | California | 2022-02-14 | ↗ |
| 10 | InterWest Management Partners X, LLC (the General Partner of InterWest Partners X, LP) | 8.56M | 7.50% | 8.56M | — | 8.56M | — | OO | California | 2022-02-14 | ↗ |
| 11 | InterWest Partners X, LP (“IWP X”) | 8.56M | 7.50% | 8.56M | — | 8.56M | — | PN | California | 2022-02-14 | ↗ |
| 12 | Morgan Stanley | 7.76M | 12.60% | — | — | — | 13.00 | HC, CO | Delaware. | 2022-01-07 | ↗ |
| 13 | Morgan Stanley Investment Management Inc. | 7.73M | 12.50% | — | — | — | 13.00 | IA, CO | Delaware. | 2022-01-07 | ↗ |
| 14 | 52-0556948 | 7.72M | 6.90% | 2.52M | — | 7.72M | — | IA | Maryland | 2022-08-10 | ↗ |
| 15 | Abigail P. Johnson | 6.84M | 5.46% | — | — | 6.84M | — | IN | Delaware | 2024-11-12 | ↗ |
| 16 | FMR LLC | 6.84M | 5.46% | 6.83M | — | 6.84M | — | HC | Delaware | 2024-11-12 | ↗ |
| 17 | William Blair Investment Management, LLC | 6.47M | 5.20% | 5.80M | — | 6.47M | — | IA | Delaware | 2024-11-14 | ↗ |
| 18 | Baillie Gifford & Co (Scottish partnership) | 6.30M | 11.00% | — | — | — | — | IA | SCOTLAND UK | 2024-01-30 | ↗ |
| 19 | Durable Capital Partners LP | 6.22M | 5.10% | 6.22M | — | 6.22M | — | IA, PN | Delaware | 2024-07-05 | ↗ |
| 20 | Alexander Sacerdote | 5.63M | 9.14% | — | 5.63M | — | 5.63M | IN | United States | 2022-02-14 | ↗ |
| 21 | Capital Management LLC | 5.63M | 9.14% | — | 5.63M | — | 5.63M | OO | Delaware | 2022-02-14 | ↗ |
| 22 | No. of Above Person | 4.16M | 6.75% | — | 4.05M | — | 4.16M | HC | Delaware | 2022-02-14 | ↗ |
| 23 | The Vanguard Group - 23-1945930 | 4.14M | 6.72% | — | — | — | 27.2K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 24 | Andreas Stavropoulos (“Stavropoulos”) | 3.20M | 5.20% | 67.0K | 3.14M | 67.0K | 3.14M | IN | U.S. Citizen | 2022-02-09 | ↗ |
| 25 | Josh Stein (“Stein”) | 3.19M | 5.20% | 54.3K | 3.14M | 54.3K | 3.14M | IN | U.S. Citizen | 2022-02-09 | ↗ |
| 26 | Threshold Ventures I General Partner, LLC (“Threshold I GP”) | 2.82M | 4.60% | 2.82M | 2.82M | 2.82M | 2.82M | OO | Delaware | 2022-02-09 | ↗ |
| 27 | Threshold Ventures I, LP (“Threshold I”) | 2.80M | 4.50% | 2.80M | 2.80M | 2.80M | 2.80M | PN | Delaware | 2022-02-09 | ↗ |
| 28 | Threshold Ventures I Partners Fund, LLC (“Threshold I Partners”) | 311.2K | 0.50% | 311.2K | 311.2K | 311.2K | 311.2K | OO | Delaware | 2022-02-09 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
126
-366 vs prev Q
New positions
21
Closed positions
366
Increased
69
Reduced
33
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 14.36M -357.3K (-2.4%) | 635.87M -440.7M (-40.9%) | 7.66% -0.170 pp | 0.01% -0.008 pp | USD47.26 -6.3% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 13.29M +518.9K (+4.1%) | 588.28M -345.6M (-37.0%) | 7.09% +0.295 pp | 0.01% -0.006 pp | USD52.88 -16.3% | 19 qtrs — |
| 3 | CAPITAL WORLD INVESTORS | 5.65M +273.4K (+5.1%) | 250.40M -143.3M (-36.4%) | 3.02% +0.154 pp | 0.03% -0.020 pp | USD54.79 -19.2% | 11 qtrs — |
| 4 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5.46M -372.2K (-6.4%) | 241.64M -184.8M (-43.3%) | 2.91% -0.190 pp | 0.67% -0.429 pp | USD35.35 +25.3% | 8 qtrs — |
| 5 | CLEARBRIDGE INVESTMENTS, LLC | 5.07M -61.9K (-1.2%) | 224.36M -150.8M (-40.2%) | 2.70% -0.026 pp | 0.18% -0.103 pp | USD41.03 +7.9% | 19 qtrs — |
| 6 | STATE STREET CORP | 4.03M +14.0 (+0.0%) | 178.40M -116.3M (-39.5%) | 2.15% +0.006 pp | 0.01% -0.004 pp | USD37.74 +17.3% | 18 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.79M -44.9K (-1.2%) | 167.82M -113.4M (-40.3%) | 2.02% -0.018 pp | 0.01% -0.008 pp | USD47.89 -7.5% | 18 qtrs — |
| 8 | BAILLIE GIFFORD & CO | 3.71M -138.4K (-3.6%) | 164.34M -117.3M (-41.6%) | 1.85% -0.194 pp | 0.14% -0.072 pp | USD32.67 +35.5% | 14 qtrs — |
| 9 | CITADEL ADVISORS LLC | 2.43M +2.4M (+7,571.2%) | 107.75M +105.4M (+4,543.6%) | 1.30% +1.281 pp | 0.02% +0.016 pp | USD44.46 -0.4% | 13 qtrs — |
| 10 | INVESCO LTD. | 2.43M +98.5K (+4.2%) | 107.46M -62.9M (-36.9%) | 1.29% +0.056 pp | 0.02% -0.010 pp | USD57.12 -22.5% | 19 qtrs — |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 2.37M +185.2K (+8.5%) | 104.74M -54.7M (-34.3%) | 1.26% +0.102 pp | 0.16% -0.048 pp | USD43.74 +1.2% | 17 qtrs — |
| 12 | FMR LLC | 2.16M -6.6M (-75.3%) | 95.83M -546.3M (-85.1%) | 1.15% -3.515 pp | 0.00% -0.029 pp | USD45.67 -3.0% | 19 qtrs — |
| 13 | LOOMIS SAYLES & CO L P | 2.03M -453.5K (-18.3%) | 89.90M -91.8M (-50.5%) | 1.08% -0.238 pp | 0.11% -0.108 pp | USD49.65 -10.8% | 16 qtrs — |
| 14 | VOYA INVESTMENT MANAGEMENT LLC | 1.91M +341.1K (+21.8%) | 84.24M -30.0M (-26.3%) | 1.02% +0.184 pp | 0.08% -0.031 pp | USD65.52 -32.4% | 15 qtrs — |
| 15 | CARMIGNAC GESTION | 1.89M +1.5M (+355.9%) | 83.83M +53.5M (+176.0%) | 1.01% +0.789 pp | 1.13% +0.681 pp | USD43.52 +1.7% | 7 qtrs — |
| 16 | UBS ASSET MANAGEMENT AMERICAS INC | 1.78M +117.8K (+7.1%) | 78.84M -42.8M (-35.2%) | 0.95% +0.065 pp | 0.02% -0.010 pp | USD45.04 -1.7% | 19 qtrs — |
| 17 | FUNDSMITH LLP | 1.65M +294.1K (+21.7%) | 73.06M -26.1M (-26.3%) | 0.88% +0.159 pp | 0.43% -0.074 pp | USD53.91 -17.9% | 5 qtrs — |
| 18 | DEUTSCHE BANK AG\ | 1.51M +490.8K (+47.9%) | 67.07M -7.8M (-10.4%) | 0.81% +0.263 pp | 0.02% -0.003 pp | USD49.24 -10.1% | 15 qtrs — |
| 19 | MORGAN STANLEY | 1.45M +129.6K (+9.8%) | 64.20M -32.4M (-33.5%) | 0.77% +0.071 pp | 0.00% -0.002 pp | USD46.39 -4.5% | 19 qtrs — |
| 20 | FRANKLIN RESOURCES INC | 1.42M -1.9M (-57.6%) | 63.01M -182.6M (-74.3%) | 0.76% -1.027 pp | 0.02% -0.046 pp | USD58.24 -24.0% | 12 qtrs — |
| 21 | DIMENSIONAL FUND ADVISORS LP | 1.39M +86.7K (+6.7%) | 61.46M -33.7M (-35.4%) | 0.74% +0.048 pp | 0.01% -0.008 pp | USD37.20 +19.0% | 18 qtrs — |
| 22 | SQUAREPOINT OPS LLC | 1.32M +280.2K (+27.0%) | 58.30M -17.5M (-23.1%) | 0.70% +0.151 pp | 0.06% -0.014 pp | USD56.42 -21.5% | 11 qtrs — |
| 23 | NORTHERN TRUST CORP | 1.31M -116.9K (-8.2%) | 58.04M -46.4M (-44.4%) | 0.70% -0.060 pp | 0.01% -0.006 pp | USD37.14 +19.2% | 18 qtrs — |
| 24 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.28M +1.0M (+430.4%) | 56.82M +39.1M (+221.1%) | 0.68% +0.556 pp | 0.06% +0.039 pp | USD46.20 -4.2% | 7 qtrs — |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.28M +11.9K (+0.9%) | 56.52M -36.0M (-38.9%) | 0.68% +0.008 pp | 0.01% -0.006 pp | USD59.48 -25.6% | 18 qtrs — |
| 26 | JPMORGAN CHASE & CO | 1.26M +807.3K (+178.4%) | 55.79M +22.7M (+68.5%) | 0.67% +0.431 pp | 0.00% +0.002 pp | USD41.88 +5.7% | 19 qtrs — |
| 27 | FEDERATED HERMES, INC. | 1.25M +1.2M (+3,422.7%) | 55.31M +52.7M (+2,032.4%) | 0.67% +0.647 pp | 0.09% +0.088 pp | USD43.92 +0.8% | 12 qtrs — |
| 28 | BANK OF NEW YORK MELLON CORP | 1.04M -14.1K (-1.3%) | 45.89M -30.9M (-40.3%) | 0.55% -0.006 pp | 0.01% -0.007 pp | USD37.85 +17.0% | 18 qtrs — |
| 29 | VICTORY CAPITAL MANAGEMENT INC | 943.0K -153.9K (-14.0%) | 41.76M -38.5M (-48.0%) | 0.50% -0.081 pp | 0.02% -0.023 pp | USD70.02 -36.8% | 14 qtrs — |
| 30 | D. E. SHAW & CO., INC. | 888.6K +814.3K (+1,095.7%) | 39.35M +33.9M (+623.8%) | 0.47% +0.434 pp | 0.02% +0.019 pp | USD44.95 -1.5% | 17 qtrs — |
| 31 | BANK OF AMERICA CORP /DE/ | 866.9K -35.2K (-3.9%) | 38.39M -27.6M (-41.8%) | 0.46% -0.018 pp | 0.00% -0.002 pp | USD37.05 +19.5% | 19 qtrs — |
| 32 | FREESTONE GROVE PARTNERS LP | 838.1K +544.6K (+185.6%) | 37.11M +15.6M (+72.9%) | 0.45% +0.291 pp | 0.27% +0.108 pp | USD50.25 -11.9% | 5 qtrs — |
| 33 | MILLENNIUM MANAGEMENT LLC | 802.5K +141.8K (+21.5%) | 35.53M -12.8M (-26.5%) | 0.43% +0.077 pp | 0.01% -0.006 pp | USD53.95 -17.9% | 13 qtrs — |
| 34 | RAYMOND JAMES FINANCIAL INC | 724.9K -80.1K (-10.0%) | 32.27M -26.6M (-45.2%) | 0.39% -0.042 pp | 0.01% -0.009 pp | USD63.64 -30.4% | 5 qtrs — |
| 35 | JANE STREET GROUP, LLC | 719.0K +711.4K (+9,371.0%) | 31.84M +31.3M (+5,633.1%) | 0.36% +0.355 pp | 0.00% +0.005 pp | USD44.58 -0.7% | 19 qtrs — |
| 36 | IRON TRIANGLE PARTNERS LP | 686.6K +476.6K (+226.9%) | 30.40M +15.0M (+97.9%) | 0.37% +0.255 pp | 3.48% +1.291 pp | USD47.78 -7.3% | 5 qtrs — |
| 37 | ENSIGN PEAK ADVISORS, INC | 684.6K -55.8K (-7.5%) | 30.32M -23.8M (-44.0%) | 0.37% -0.029 pp | 0.05% -0.035 pp | USD53.68 -17.5% | 14 qtrs — |
| 38 | UBS GROUP AG | 680.3K +142.4K (+26.5%) | 30.12M -9.2M (-23.4%) | 0.36% +0.077 pp | 0.00% -0.001 pp | USD51.28 -13.7% | 19 qtrs — |
| 39 | GOLDMAN SACHS GROUP INC | 604.0K +305.5K (+102.3%) | 26.74M +4.9M (+22.5%) | 0.30% +0.143 pp | 0.00% +0.001 pp | USD49.35 -10.3% | 19 qtrs — |
| 40 | BRYN MAWR TRUST CO | 566.5K +— (+0.0%) | 25.08M -16.4M (-39.5%) | 0.30% +0.001 pp | 0.59% -0.365 pp | USD43.57 +1.6% | 6 qtrs — |
| 41 | BNP PARIBAS ARBITRAGE, SNC | 566.1K +454.5K (+407.2%) | 25.07M +16.9M (+207.0%) | 0.30% +0.243 pp | 0.01% +0.007 pp | USD47.71 -7.2% | 5 qtrs — |
| 42 | E. OHMAN J:OR ASSET MANAGEMENT AB | 557.8K +557.8K (+100.0%) | 24.70M +24.7M (+100.0%) | 0.28% +0.279 pp | 0.57% +0.575 pp | USD44.28 +0.0% | 1 qtrs NEW |
| 43 | PRICE T ROWE ASSOCIATES INC /MD/ | 529.9K -88.2K (-14.3%) | 23.47M -21.7M (-48.1%) | 0.28% -0.046 pp | 0.00% -0.002 pp | USD69.83 -36.6% | 19 qtrs — |
| 44 | RIVERBRIDGE PARTNERS LLC | 528.6K -26.6K (-4.8%) | 23.41M -17.2M (-42.4%) | 0.26% -0.031 pp | 0.44% -0.247 pp | USD27.47 +61.2% | 7 qtrs — |
| 45 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 522.2K -651.5K (-55.5%) | 23.12M -62.7M (-73.1%) | 0.28% -0.346 pp | 0.01% -0.041 pp | USD52.51 -15.7% | 6 qtrs — |
| 46 | JANUS HENDERSON GROUP PLC | 518.2K -1.1M (-68.8%) | 22.94M -98.7M (-81.1%) | 0.28% -0.608 pp | 0.01% -0.045 pp | USD30.27 +46.3% | 19 qtrs — |
| 47 | NUVEEN, LLC | 482.8K +10.0K (+2.1%) | 21.38M -13.2M (-38.2%) | 0.26% +0.006 pp | 0.01% -0.004 pp | USD57.74 -23.3% | 4 qtrs — |
| 48 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 456.7K +231.8K (+103.1%) | 20.22M +3.8M (+22.9%) | 0.23% +0.109 pp | 0.11% +0.019 pp | USD38.75 +14.3% | 9 qtrs — |
| 49 | AMERIPRISE FINANCIAL INC | 438.7K -221.5K (-33.5%) | 19.42M -28.9M (-59.8%) | 0.23% -0.117 pp | 0.00% -0.007 pp | USD63.83 -30.6% | 19 qtrs — |
| 50 | PACER ADVISORS, INC. | 437.0K +218.0K (+99.6%) | 19.35M +3.3M (+20.8%) | 0.22% +0.102 pp | 0.05% +0.009 pp | USD48.21 -8.2% | 13 qtrs — |
| 51 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 427.1K -114.1K (-21.1%) | 18.91M -20.7M (-52.2%) | 0.23% -0.060 pp | 0.00% -0.002 pp | USD52.88 -16.3% | 18 qtrs — |
| 52 | ARROWMARK COLORADO HOLDINGS LLC | 421.8K -115.9K (-21.5%) | 18.68M -20.7M (-52.5%) | 0.23% -0.061 pp | 0.41% -0.319 pp | USD29.71 +49.0% | 15 qtrs — |
| 53 | ALYESKA INVESTMENT GROUP, L.P. | 408.7K +408.7K (+100.0%) | 18.10M +18.1M (+100.0%) | 0.22% +0.218 pp | 0.05% +0.051 pp | USD44.28 +0.0% | 1 qtrs NEW |
| 54 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 400.0K +400.0K (+100.0%) | 17.71M +17.7M (+100.0%) | 0.21% +0.213 pp | 0.03% +0.027 pp | USD44.28 +0.0% | 1 qtrs NEW |
| 55 | INTEGRAL HEALTH ASSET MANAGEMENT, LLC | 400.0K +220.0K (+122.2%) | 17.71M +4.5M (+34.5%) | 0.21% +0.118 pp | 0.88% -0.011 pp | USD57.27 -22.7% | 2 qtrs — |
| 56 | RICE HALL JAMES & ASSOCIATES, LLC | 388.8K -6.8K (-1.7%) | 17.22M -11.7M (-40.5%) | 0.21% -0.003 pp | 0.95% -0.630 pp | USD32.09 +38.0% | 14 qtrs — |
| 57 | EMERGENCE GP PARTNERS, LLC | 387.5K +— (+0.0%) | 17.16M -11.2M (-39.5%) | 0.21% +0.001 pp | 11.14% -2.722 pp | USD28.04 +57.9% | 9 qtrs — |
| 58 | RETIREMENT SYSTEMS OF ALABAMA | 380.3K -46.0 (0.0%) | 16.84M -11.0M (-39.5%) | 0.19% -0.012 pp | 0.05% -0.038 pp | USD40.86 +8.4% | 11 qtrs — |
| 59 | RHENMAN & PARTNERS ASSET MANAGEMENT AB | 372.8K +236.8K (+174.1%) | 16.51M +6.6M (+65.9%) | 0.20% +0.127 pp | 1.54% +0.442 pp | USD54.15 -18.2% | 3 qtrs — |
| 60 | WELLS FARGO & COMPANY/MN | 372.0K -36.9K (-9.0%) | 16.47M -13.4M (-44.9%) | 0.20% -0.019 pp | 0.00% -0.003 pp | USD45.58 -2.9% | 19 qtrs — |
| 61 | RHUMBLINE ADVISERS | 365.1K -9.4K (-2.5%) | 16.17M -11.2M (-41.0%) | 0.19% -0.005 pp | 0.01% -0.009 pp | USD36.45 +21.5% | 15 qtrs — |
| 62 | GOTHAM ASSET MANAGEMENT, LLC | 360.7K +40.2K (+12.5%) | 15.97M -7.5M (-31.9%) | 0.19% +0.022 pp | 0.06% -0.044 pp | USD62.36 -29.0% | 10 qtrs — |
| 63 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 335.9K +334.7K (+28,388.5%) | 14.87M +14.8M (+17,194.2%) | 0.18% +0.179 pp | 0.02% +0.017 pp | USD44.34 -0.1% | 3 qtrs — |
| 64 | FIRST TRUST ADVISORS LP | 333.0K -128.0K (-27.8%) | 14.74M -19.0M (-56.3%) | 0.18% -0.068 pp | 0.01% -0.014 pp | USD42.60 +3.9% | 16 qtrs — |
| 65 | TUDOR INVESTMENT CORP ET AL | 332.6K +332.6K (+100.0%) | 14.73M +14.7M (+100.0%) | 0.18% +0.177 pp | 0.03% +0.027 pp | USD44.28 +0.0% | 1 qtrs NEW |
| 66 | BARCLAYS PLC | 321.3K +267.9K (+501.6%) | 14.23M +11.9M (+511.4%) | 0.17% +0.143 pp | 0.00% +0.003 pp | USD45.42 -2.5% | 16 qtrs — |
| 67 | FARALLON CAPITAL MANAGEMENT LLC | 311.0K -63.0K (-16.8%) | 13.77M -13.6M (-49.7%) | 0.17% -0.033 pp | 0.07% -0.047 pp | USD73.15 -39.5% | 2 qtrs — |
| 68 | HANDELSBANKEN FONDER AB | 307.3K -315.9K (-50.7%) | 13.61M -32.0M (-70.2%) | 0.16% -0.168 pp | 0.04% -0.104 pp | USD63.30 -30.0% | 11 qtrs — |
| 69 | LAZARD ASSET MANAGEMENT LLC | 300.1K +64.6K (+27.4%) | 13.29M -3.9M (-22.9%) | 0.16% +0.035 pp | 0.02% -0.001 pp | USD48.28 -8.3% | 19 qtrs — |
| 70 | M&G PLC | 302.0K +302.0K (+100.0%) | 13.29M +13.3M (+100.0%) | 0.16% +0.161 pp | 0.07% +0.068 pp | USD44.28 +0.0% | 1 qtrs NEW |
| 71 | PRINCIPAL FINANCIAL GROUP INC | 294.3K -7.6K (-2.5%) | 13.03M -9.1M (-41.0%) | 0.15% -0.014 pp | 0.01% -0.005 pp | USD40.54 +9.2% | 19 qtrs — |
| 72 | CAPITAL FUND MANAGEMENT S.A. | 289.7K +137.5K (+90.4%) | 12.83M +1.7M (+15.2%) | 0.15% +0.074 pp | 0.04% +0.007 pp | USD57.68 -23.2% | 6 qtrs — |
| 73 | AQR CAPITAL MANAGEMENT LLC | 274.8K -160.7K (-36.9%) | 12.17M -19.7M (-61.8%) | 0.15% -0.085 pp | 0.01% -0.014 pp | USD53.42 -17.1% | 14 qtrs — |
| 74 | TREXQUANT INVESTMENT LP | 259.8K +259.8K (+100.0%) | 11.50M +11.5M (+100.0%) | 0.14% +0.139 pp | 0.10% +0.103 pp | USD44.28 +0.0% | 5 qtrs — |
| 75 | SWISS NATIONAL BANK | 242.1K +3.2K (+1.3%) | 10.72M -6.8M (-38.7%) | 0.13% +0.002 pp | 0.01% -0.004 pp | USD37.49 +18.1% | 13 qtrs — |
| 76 | SAND HILL GLOBAL ADVISORS, LLC | 240.3K +— (+0.0%) | 10.64M -6.9M (-39.5%) | 0.13% +0.000 pp | 0.37% -0.247 pp | USD56.81 -22.1% | 5 qtrs — |
| 77 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 238.4K -1.9K (-0.8%) | 10.55M -7.0M (-40.0%) | 0.13% -0.001 pp | 0.01% -0.005 pp | USD33.87 +30.7% | 12 qtrs — |
| 78 | ALGERT GLOBAL LLC | 234.5K +59.7K (+34.2%) | 10.38M -2.4M (-18.8%) | 0.13% +0.032 pp | 0.16% -0.052 pp | USD44.51 -0.5% | 13 qtrs — |
| 79 | EVOKE WEALTH, LLC | 229.4K -202.0 (-0.1%) | 10.16M -6.6M (-39.5%) | 0.12% +0.000 pp | 0.19% -0.150 pp | USD45.74 -3.2% | 19 qtrs — |
| 80 | TWIN TREE MANAGEMENT, LP | 216.4K -229.0K (-51.4%) | 9.58M -23.0M (-70.6%) | 0.12% -0.122 pp | 0.08% -0.052 pp | USD65.36 -32.3% | 7 qtrs — |
| 81 | — | 209.8K +— (+0.0%) | 9.29M -6.1M (-39.5%) | 0.10% -0.007 pp | 0.05% -0.033 pp | USD61.48 -28.0% | 3 qtrs — |
| 82 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 204.3K -2.4K (-1.2%) | 9.05M -6.1M (-40.2%) | 0.10% -0.008 pp | 0.01% -0.009 pp | USD59.72 -25.9% | 4 qtrs — |
| 83 | Y-INTERCEPT (HONG KONG) LTD | 203.2K +203.2K (+100.0%) | 9.00M +9.0M (+100.0%) | 0.11% +0.108 pp | 0.20% +0.201 pp | USD44.28 +0.0% | 4 qtrs — |
| 84 | LEGAL & GENERAL GROUP PLC | 203.1K -54.0K (-21.0%) | 8.99M -9.8M (-52.2%) | 0.11% -0.028 pp | 0.00% -0.002 pp | USD42.26 +4.8% | 15 qtrs — |
| 85 | ENGINEERS GATE MANAGER LP | 177.8K +177.8K (+100.0%) | 7.88M +7.9M (+100.0%) | 0.09% +0.095 pp | 0.09% +0.093 pp | USD44.28 +0.0% | 1 qtrs NEW |
| 86 | HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 173.6K +90.3K (+108.5%) | 7.69M +1.6M (+26.4%) | 0.09% +0.042 pp | 0.07% +0.012 pp | USD53.50 -17.2% | 3 qtrs — |
| 87 | PARKMAN HEALTHCARE PARTNERS LLC | 162.3K -16.7K (-9.3%) | 7.19M -5.9M (-45.1%) | 0.09% -0.009 pp | 0.68% -0.682 pp | USD63.45 -30.2% | 4 qtrs — |
| 88 | MAN GROUP PLC | 160.8K +64.2K (+66.4%) | 7.12M +49.6K (+0.7%) | 0.09% +0.034 pp | 0.01% 0.000 pp | USD43.46 +1.9% | 18 qtrs — |
| 89 | ROYAL BANK OF CANADA | 160.7K -632.7K (-79.7%) | 7.11M -50.9M (-87.7%) | 0.09% -0.336 pp | 0.00% -0.008 pp | USD63.71 -30.5% | 19 qtrs — |
| 90 | ALLIANCEBERNSTEIN L.P. | 158.9K +5.0K (+3.2%) | 7.04M -4.2M (-37.5%) | 0.08% +0.003 pp | 0.00% -0.001 pp | USD37.96 +16.6% | 16 qtrs — |
| 91 | XTX TOPCO LTD | 146.8K +137.6K (+1,502.6%) | 6.50M +5.8M (+870.1%) | 0.08% +0.073 pp | 0.17% +0.136 pp | USD46.08 -3.9% | 8 qtrs — |
| 92 | LIONTRUST INVESTMENT PARTNERS LLP | 146.0K -82.3K (-36.0%) | 6.47M -10.2M (-61.3%) | 0.08% -0.044 pp | 0.10% -0.139 pp | USD61.08 -27.5% | 4 qtrs — |
| 93 | MITSUBISHI UFJ TRUST & BANKING CORP | 140.8K -2.0K (-1.4%) | 6.24M -4.2M (-40.3%) | 0.07% -0.006 pp | 0.01% -0.008 pp | USD33.36 +32.7% | 13 qtrs — |
| 94 | BLAIR WILLIAM & CO/IL | 139.3K -223.5K (-61.6%) | 6.17M -20.4M (-76.8%) | 0.07% -0.119 pp | 0.02% -0.054 pp | USD71.19 -37.8% | 15 qtrs — |
| 95 | CHILTON INVESTMENT CO INC. | 136.1K +122.8K (+925.9%) | 6.03M +5.1M (+521.0%) | 0.07% +0.066 pp | 0.13% +0.106 pp | USD47.09 -6.0% | 2 qtrs — |
| 96 | ENVESTNET ASSET MANAGEMENT INC | 131.5K -6.3K (-4.6%) | 5.82M -4.3M (-42.2%) | 0.07% -0.003 pp | 0.00% -0.001 pp | USD37.42 +18.3% | 18 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 183 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Amundi MSCI India Swap II UCITS ETF EUR Acc 18MK.DE | 2.42% | 5.95M | 0.80% |
| 2 | Amundi MSCI India Swap II UCITS ETF USD Acc CI2U.L | 2.42% | 5.95M | 0.80% |
| 3 | Global X HealthTech ETF HEAL | 2.41% | 721.2K | 0.50% |
| 4 | Invesco S&P MidCap 400 GARP ETF GRPM | 1.60% | 7.65M | 0.35% |
| 5 | Renaissance International IPO ETF IPOS | 1.56% | 183.6K | 0.80% |
| 6 | First Trust Health Care AlphaDEX Fund FXH | 1.46% | 14.58M | 0.61% |
| 7 | Harbor Active Small Cap ETF (SMLL) SMLL | 1.45% | 199.6K | 0.80% |
| 8 | Amundi MSCI USA Minimum Volatility Factor UCITS ETF (C) MIVU.DE | 1.43% | 613.1K | 0.18% |
| 9 | First Trust SMID Growth Strength ETF FSGS | 0.86% | 262.8K | 0.61% |
| 10 | Main Thematic Innovation ETF TMAT | 0.73% | 1.75M | 0.85% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.67
Neutral
Ratio by volume
0.71
Neutral
Buys
4
Sells
6
Shares acquired
28.0K
Shares disposed
39.4K
Cash buys
—
Cash sales
2.00
Net activity
-11,427
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 9,000 | 1.54 | 13.9K | 447,700 | D | ↗ |
| 2026-04-10 | Sitaram Siddharth | Officer | M-Exempt | D | Stock Option (Right to Buy) | 5,000 | 4.12 | 20.6K | 78,800 | D | ↗ |
| 2026-03-10 | Sitaram Siddharth | Officer | C-Conversion | A | Class A Common Stock | 5,000 | 0.00 | 5.00 | 86,451 | D | ↗ |
| 2026-03-03 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,000 | 1.54 | 3.1K | 456,700 | D | ↗ |
| 2026-02-15 | Tangney Jeffrey | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 8,243 | 25.02 | 206.2K | 2,232,810 | D | ↗ |
| 2026-02-15 | Sitaram Siddharth | Officer | A-Award | A | Class A Common Stock | 9,992 | 0.00 | — | 79,295 | D | ↗ |
| 2026-02-15 | Bryson Anna | Officer | A-Award | A | Class A Common Stock | 152,258 | 0.00 | — | 516,930 | D | ↗ |
| 2026-02-10 | Sitaram Siddharth | Officer | C-Conversion | D | Class B Common Stock | 5,000 | 0.00 | — | 0 | D | ↗ |
| 2026-02-03 | Sitaram Siddharth | Officer | — | — | Stock Option (Right to Buy) | 93,800 | 4.12 | 386.5K | 0 | D | ↗ |
| 2026-02-02 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,000 | 1.54 | 3.1K | 458,700 | D | ↗ |
| 2026-01-02 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,000 | 1.54 | 3.1K | 460,700 | D | ↗ |
| 2025-12-01 | Wampler Kira Scherer | Director | S-Sale | D | Class A Common Stock | 2,000 | 50.71 | 101.4K | 19,839 | D | ↗ |
| 2025-11-21 | Cabral Timothy S | Director | M-Exempt | D | Stock Option (Right to Buy) | 10,000 | 2.21 | 22.1K | 333,500 | D | ↗ |
| 2025-11-15 | Tangney Jeffrey | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 8,005 | 49.62 | 397.2K | 2,241,053 | D | ↗ |
| 2025-11-15 | Bryson Anna | Officer | F-InKind | D | Class A Common Stock | 5,121 | 49.62 | 254.1K | 364,672 | D | ↗ |
| 2025-11-15 | Benjamin Regina M. | Director | A-Award | A | Class A Common Stock | 31,064 | 0.00 | — | 50,903 | D | ↗ |
| 2025-11-04 | Bryson Anna | Officer | M-Exempt | A | Class B Common Stock | 20,200 | 0.00 | — | 20,200 | D | ↗ |
| 2025-11-03 | Wampler Kira Scherer | Director | S-Sale | D | Class A Common Stock | 2,000 | 66.44 | 132.9K | 19,839 | D | ↗ |
| 2025-10-10 | Benjamin Regina M. | Director | C-Conversion | D | Class B Common Stock | 5,000 | 0.00 | — | 0 | D | ↗ |
| 2025-10-01 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,000 | 1.54 | 3.1K | 466,700 | D | ↗ |
| 2025-09-24 | Cabral Timothy S | Director | M-Exempt | A | Class B Common Stock | 20,000 | 0.00 | — | 20,000 | D | ↗ |
| 2025-09-12 | Benjamin Regina M. | Director | M-Exempt | D | Stock Option (Right to Buy) | 5,000 | 2.21 | 11.1K | 356,138 | D | ↗ |
| 2025-09-02 | Wampler Kira Scherer | Director | C-Conversion | D | Class B Common Stock | 2,000 | 0.00 | — | 0 | D | ↗ |
| 2025-09-02 | Cabral Timothy S | Director | S-Sale | D | Class A Common Stock | 6,360 | 66.30 | 421.7K | 3,221 | D | ↗ |
| 2025-08-28 | Yang Watkin Phoebe L. | Director | A-Award | A | Class A Common Stock | 3,221 | 0.00 | — | 17,950 | D | ↗ |
| 2025-08-28 | Wampler Kira Scherer | Director | A-Award | A | Class A Common Stock | 3,221 | 0.00 | — | 19,839 | D | ↗ |
| 2025-08-28 | Spain Kevin | Director | A-Award | A | Class A Common Stock | 3,221 | 0.00 | — | 9,581 | D | ↗ |
| 2025-08-28 | Cabral Timothy S | Director | A-Award | A | Class A Common Stock | 3,221 | 0.00 | — | 9,581 | D | ↗ |
| 2025-08-28 | Benjamin Regina M. | Director | A-Award | A | Class A Common Stock | 3,221 | 0.00 | — | 19,839 | D | ↗ |
| 2025-08-26 | Bryson Anna | Officer | M-Exempt | D | Stock Option (Right to Buy) | 40,000 | 8.26 | 330.4K | 247,268 | D | ↗ |
| 2025-08-15 | Tangney Jeffrey | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 7,990 | 63.54 | 507.7K | 2,249,058 | D | ↗ |
| 2025-08-15 | Cabral Timothy S | Director | M-Exempt | D | Stock Option (Right to Buy) | 20,000 | 2.21 | 44.2K | 363,500 | D | ↗ |
| 2025-08-15 | Bryson Anna | Officer | F-InKind | D | Class A Common Stock | 5,120 | 63.54 | 325.3K | 346,925 | D | ↗ |
| 2025-08-08 | Benjamin Regina M. | Director | S-Sale | D | Class A Common Stock | 5,000 | 63.00 | 315.0K | 16,618 | D | ↗ |
| 2025-08-01 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,000 | 1.54 | 3.1K | 470,700 | D | ↗ |
| 2025-07-11 | Benjamin Regina M. | Director | M-Exempt | A | Class B Common Stock | 5,000 | 0.00 | — | 5,000 | D | ↗ |
| 2025-07-01 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,000 | 1.54 | 3.1K | 472,700 | D | ↗ |
| 2025-06-25 | Cabral Timothy S | Director | S-Sale | D | Class A Common Stock | 10,000 | 60.00 | 600.0K | 6,360 | D | ↗ |
| 2025-06-25 | Benjamin Regina M. | Director | C-Conversion | D | Class B Common Stock | 10,000 | 0.00 | — | 0 | D | ↗ |
| 2025-06-02 | Wampler Kira Scherer | Director | C-Conversion | D | Class B Common Stock | 2,000 | 0.00 | — | 0 | D | ↗ |
| 2025-05-23 | Cabral Timothy S | Director | M-Exempt | A | Class B Common Stock | 10,000 | 0.00 | — | 10,000 | D | ↗ |
| 2025-05-15 | Tangney Jeffrey | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 7,990 | 59.50 | 475.4K | 2,257,048 | D | ↗ |
| 2025-05-15 | Bryson Anna | Officer | F-InKind | D | Class A Common Stock | 5,120 | 59.50 | 304.6K | 352,045 | D | ↗ |
| 2025-05-02 | Bryson Anna | Officer | C-Conversion | A | Class A Common Stock | 50,000 | 0.00 | 50.00 | 407,165 | D | ↗ |
| 2025-05-01 | Wampler Kira Scherer | Director | C-Conversion | D | Class B Common Stock | 2,000 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | Bryson Anna | Officer | M-Exempt | A | Class B Common Stock | 45,000 | 0.00 | — | 45,000 | D | ↗ |
| 2025-04-24 | Tangney Jeffrey | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 168,154 | 0.00 | — | 2,265,038 | D | ↗ |
| 2025-04-21 | Bryson Anna | Officer | C-Conversion | A | Class A Common Stock | 22,900 | 0.00 | 22.90 | 357,165 | D | ↗ |
| 2025-04-01 | Wampler Kira Scherer | Director | S-Sale | D | Class A Common Stock | 6,186 | 57.63 | 356.5K | 17,432 | D | ↗ |
| 2025-03-03 | Wampler Kira Scherer | Director | S-Sale | D | Class A Common Stock | 2,000 | 70.89 | 141.8K | 16,618 | D | ↗ |
| 2025-02-15 | Tangney Jeffrey | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 8,474 | 77.07 | 653.1K | 2,096,675 | D | ↗ |
| 2025-02-15 | Bryson Anna | Officer | F-InKind | D | Class A Common Stock | 5,121 | 77.07 | 394.7K | 324,265 | D | ↗ |
| 2025-02-12 | Yang Watkin Phoebe L. | Director | S-Sale | D | Class A Common Stock | 2,889 | 75.19 | 217.2K | 14,729 | D | ↗ |
| 2025-02-12 | Tangney Jeffrey | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 260,624 | 74.86 | 19.51M | 2,619,873 | D | ↗ |
| 2025-02-12 | Spain Kevin | Director | C-Conversion | D | Class B Common Stock | 2,410,273 | 0.00 | — | 2,410,273 | I | ↗ |
| 2025-02-11 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,000 | 1.54 | 3.1K | 487,700 | D | ↗ |
| 2025-02-11 | Tangney Jeffrey | Director / Officer / 10% Owner | M-Exempt | A | Class B Common Stock | 178,334 | 0.00 | — | 4,100,000 | D | ↗ |
| 2025-02-11 | Bryson Anna | Officer | S-Sale | D | Class A Common Stock | 4,562 | 78.20 | 356.8K | 330,786 | D | ↗ |
| 2025-02-11 | Benjamin Regina M. | Director | C-Conversion | D | Class B Common Stock | 40,000 | 0.00 | — | 0 | D | ↗ |
| 2025-02-06 | Tangney Jeffrey | Director / Officer / 10% Owner | C-Conversion | A | Class A Common Stock | 250,000 | 0.00 | 250.00 | 250,000 | I | ↗ |
| 2025-02-06 | Bryson Anna | Officer | C-Conversion | D | Class B Common Stock | 5,000 | 0.00 | — | 0 | D | ↗ |
| 2025-02-03 | Cabral Timothy S | Director | M-Exempt | A | Class B Common Stock | 20,000 | 0.00 | — | 20,000 | D | ↗ |
| 2024-11-15 | Tangney Jeffrey | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 21,087 | 52.04 | 1.10M | 2,530,497 | D | ↗ |
| 2024-11-15 | Bryson Anna | Officer | F-InKind | D | Class A Common Stock | 5,120 | 52.04 | 266.4K | 299,386 | D | ↗ |
| 2024-11-12 | Spain Kevin | Director | J-Other | D | Class A Common Stock | 193,750 | 0.00 | — | 581,250 | I | ↗ |
| 2024-11-12 | Bryson Anna | Officer | S-Sale | D | Class A Common Stock | 19,754 | 59.74 | 1.18M | 304,506 | D | ↗ |
| 2024-11-01 | Wampler Kira Scherer | Director | C-Conversion | D | Class B Common Stock | 2,500 | 0.00 | — | 0 | D | ↗ |
| 2024-11-01 | Cabral Timothy S | Director | S-Sale | D | Class A Common Stock | 20,000 | 42.07 | 841.3K | 11,074 | D | ↗ |
| 2024-10-24 | Tangney Jeffrey | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 252,234 | 0.00 | — | 2,551,584 | D | ↗ |
| 2024-10-01 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,500 | 1.54 | 3.9K | 492,200 | D | ↗ |
| 2024-09-03 | Wampler Kira Scherer | Director | S-Sale | D | Class A Common Stock | 2,500 | 36.27 | 90.7K | 16,618 | — | ↗ |
| 2024-08-29 | Yang Watkin Phoebe L. | Director | A-Award | A | Class A Common Stock | 6,360 | 0.00 | — | 17,618 | — | ↗ |
| 2024-08-29 | Wampler Kira Scherer | Director | A-Award | A | Class A Common Stock | 6,360 | 0.00 | — | 16,618 | — | ↗ |
| 2024-08-29 | Spain Kevin | Director | A-Award | A | Class A Common Stock | 6,360 | 0.00 | — | 11,904 | — | ↗ |
| 2024-08-29 | Cabral Timothy S | Director | A-Award | A | Class A Common Stock | 6,360 | 0.00 | — | 11,074 | — | ↗ |
| 2024-08-29 | Benjamin Regina M. | Director | A-Award | A | Class A Common Stock | 6,360 | 0.00 | — | 16,618 | — | ↗ |
| 2024-08-15 | Bryson Anna | Officer | F-InKind | D | Class A Common Stock | 5,121 | 35.49 | 181.7K | 304,506 | — | ↗ |
| 2024-08-14 | Spain Kevin | Director | C-Conversion | D | Class B Common Stock | 1,928,000 | 0.00 | — | 8,678,728 | — | ↗ |
| 2024-08-13 | Bryson Anna | Officer | S-Sale | D | Class A Common Stock | 8,315 | 36.28 | 301.7K | 309,627 | — | ↗ |
| 2024-08-09 | Cabral Timothy S | Director | S-Sale | D | Class A Common Stock | 5,544 | 33.50 | 185.7K | 4,714 | — | ↗ |
| 2024-08-09 | Bryson Anna | Officer | M-Exempt | A | Class B Common Stock | 30,000 | 0.00 | — | 30,000 | — | ↗ |
| 2024-08-08 | Bryson Anna | Officer | C-Conversion | A | Class A Common Stock | 20,942 | 0.00 | 20.94 | 309,627 | — | ↗ |
| 2024-08-05 | Yang Watkin Phoebe L. | Director | S-Sale | D | Class A Common Stock | 1,011 | 25.54 | 25.8K | 11,258 | — | ↗ |
| 2024-08-01 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,500 | 1.54 | 3.9K | 497,200 | — | ↗ |
| 2024-07-29 | Yang Watkin Phoebe L. | Director | S-Sale | D | Class A Common Stock | 1,940 | 28.22 | 54.7K | 12,269 | — | ↗ |
| 2024-07-01 | Wampler Kira Scherer | Director | S-Sale | D | Class A Common Stock | 2,500 | 28.00 | 70.0K | 10,258 | — | ↗ |
| 2024-06-12 | Cabral Timothy S | Director | C-Conversion | A | Class A Common Stock | 10,000 | 0.00 | 10.00 | 20,258 | — | ↗ |
| 2024-06-12 | Bryson Anna | Officer | M-Exempt | D | Stock Option (Right to Buy) | 15,000 | 8.26 | 123.9K | 637,268 | — | ↗ |
| 2024-06-03 | Wampler Kira Scherer | Director | M-Exempt | A | Class B Common Stock | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2024-05-21 | Spain Kevin | Director | C-Conversion | D | Class B Common Stock | 1,928,000 | 0.00 | — | 10,606,728 | — | ↗ |
| 2024-05-17 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,500 | 1.54 | 3.9K | 504,700 | — | ↗ |
| 2024-05-16 | Overpeck Craig | Officer | S-Sale | D | Class A Common Stock | 1,500 | 23.85 | 35.8K | 108,609 | — | ↗ |
| 2024-05-16 | Bryson Anna | Officer | M-Exempt | D | Stock Option (Right to Buy) | 48,000 | 1.54 | 73.9K | 16,990 | — | ↗ |
| 2024-05-15 | Overpeck Craig | Officer | F-InKind | D | Class A Common Stock | 2,862 | 23.51 | 67.3K | 110,109 | — | ↗ |
| 2024-05-15 | Bryson Anna | Officer | F-InKind | D | Class A Common Stock | 3,169 | 23.51 | 74.5K | 240,685 | — | ↗ |
| 2024-04-01 | Wampler Kira Scherer | Director | C-Conversion | D | Class B Common Stock | 2,500 | 0.00 | — | 0 | — | ↗ |
| 2024-03-01 | Wampler Kira Scherer | Director | S-Sale | D | Class A Common Stock | 2,500 | 27.88 | 69.7K | 10,258 | — | ↗ |
| 2024-02-21 | Spain Kevin | Director | C-Conversion | D | Class B Common Stock | 1,928,000 | 0.00 | — | 12,534,728 | — | ↗ |
| 2024-02-21 | EMERGENCE CAPITAL PARTNERS II LP | 10% Owner | C-Conversion | D | Class B Common Stock | 1,928,000 | 0.00 | — | 12,534,728 | — | ↗ |
| 2024-02-16 | Overpeck Craig | Officer | S-Sale | D | Class A Common Stock | 1,500 | 30.02 | 45.0K | 112,971 | — | ↗ |
| 2024-02-15 | Overpeck Craig | Officer | F-InKind | D | Class A Common Stock | 1,999 | 29.40 | 58.8K | 114,471 | — | ↗ |
| 2024-02-15 | Bryson Anna | Officer | A-Award | A | Class A Common Stock | 104,091 | 0.00 | — | 243,854 | — | ↗ |
| 2024-02-01 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,500 | 1.54 | 3.9K | 512,200 | — | ↗ |
| 2024-01-02 | Wampler Kira Scherer | Director | S-Sale | D | Class A Common Stock | 5,000 | 28.27 | 141.3K | 10,258 | — | ↗ |
| 2023-12-15 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,500 | 1.54 | 3.9K | 519,700 | — | ↗ |
| 2023-12-14 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,500 | 1.54 | 3.9K | 522,200 | — | ↗ |
| 2023-11-28 | Tangney Jeffrey | Director / Officer / 10% Owner | C-Conversion | D | Class B Common Stock | 1,900,000 | 0.00 | — | 4,271,666 | — | ↗ |
| 2023-11-24 | Wampler Kira Scherer | Director | C-Conversion | A | Class A Common Stock | 2,500 | 0.00 | 2.50 | 12,758 | — | ↗ |
| 2023-11-17 | Spain Kevin | Director | J-Other | D | Class A Common Stock | 4,714 | 0.00 | — | 0 | — | ↗ |
| 2023-11-17 | EMERGENCE EQUITY PARTNERS II, L.P. | 10% Owner | J-Other | D | Class A Common Stock | 4,714 | 0.00 | — | 0 | — | ↗ |
| 2023-11-16 | Overpeck Craig | Officer | S-Sale | D | Class A Common Stock | 1,500 | 25.23 | 37.8K | 116,470 | — | ↗ |
| 2023-11-15 | Overpeck Craig | Officer | F-InKind | D | Class A Common Stock | 1,771 | 25.40 | 45.0K | 117,970 | — | ↗ |
| 2023-11-14 | Spain Kevin | Director | C-Conversion | D | Class B Common Stock | 1,446,000 | 0.00 | — | 14,462,728 | — | ↗ |
| 2023-11-14 | EMERGENCE CAPITAL PARTNERS II LP | 10% Owner | J-Other | D | Class A Common Stock | 1,446,000 | 0.00 | — | 0 | — | ↗ |
| 2023-10-16 | Overpeck Craig | Officer | S-Sale | D | Class A Common Stock | 1,000 | 21.55 | 21.6K | 119,741 | — | ↗ |
| 2023-09-15 | Overpeck Craig | Officer | S-Sale | D | Class A Common Stock | 1,000 | 21.48 | 21.5K | 120,741 | — | ↗ |
| 2023-09-12 | Bryson Anna | Officer | C-Conversion | D | Class B Common Stock | 35,000 | 0.00 | — | 0 | — | ↗ |
| 2023-08-28 | Spain Kevin | Director | J-Other | D | Class A Common Stock | 1,446,000 | 0.00 | — | 0 | — | ↗ |
| 2023-08-28 | EMERGENCE CAPITAL PARTNERS II LP | 10% Owner | C-Conversion | A | Class A Common Stock | 1,446,000 | 0.00 | — | 1,446,000 | — | ↗ |
| 2023-08-15 | Overpeck Craig | Officer | F-InKind | D | Class A Common Stock | 1,955 | 23.21 | 45.4K | 121,741 | — | ↗ |
| 2023-07-28 | Cabral Timothy S | Director | C-Conversion | A | Class A Common Stock | 4,714 | 0.00 | 4.71 | 14,972 | — | ↗ |
| 2023-07-26 | Yang Watkin Phoebe L. | Director | A-Award | A | Class A Common Stock | 5,544 | 0.00 | — | 14,209 | — | ↗ |
| 2023-07-26 | Wampler Kira Scherer | Director | A-Award | A | Class A Common Stock | 5,544 | 0.00 | — | 10,258 | — | ↗ |
| 2023-07-26 | Spain Kevin | Director | A-Award | A | Class A Common Stock | 5,544 | 0.00 | — | 10,258 | — | ↗ |
| 2023-07-26 | Cabral Timothy S | Director | A-Award | A | Class A Common Stock | 5,544 | 0.00 | — | 10,258 | — | ↗ |
| 2023-07-26 | Benjamin Regina M. | Director | A-Award | A | Class A Common Stock | 5,544 | 0.00 | — | 10,258 | — | ↗ |
| 2023-07-12 | Cabral Timothy S | Director | M-Exempt | D | Stock Option (Right to Buy) | 7,500 | 2.21 | 16.6K | 483,500 | — | ↗ |
| 2023-07-03 | Cabral Timothy S | Director | M-Exempt | A | Class B Common Stock | 10,000 | 0.00 | — | 10,000 | — | ↗ |
| 2023-05-24 | Tangney Jeffrey | Director / Officer / 10% Owner | G-Gift | A | Class B Common Stock | 7,940,598 | 0.00 | — | 20,000,000 | — | ↗ |
| 2023-05-24 | Spain Kevin | Director | C-Conversion | A | Class A Common Stock | 1,446,000 | 0.00 | — | 1,446,000 | — | ↗ |
| 2023-05-24 | EMERGENCE CAPITAL PARTNERS II LP | 10% Owner | C-Conversion | D | Class B Common Stock | 1,446,000 | 0.00 | — | 17,354,728 | — | ↗ |
| 2023-05-16 | Overpeck Craig | Officer | A-Award | A | Class A Common Stock | 116,326 | 0.00 | — | 123,696 | — | ↗ |
| 2023-04-11 | Cabral Timothy S | Director | C-Conversion | A | Class A Common Stock | 7,500 | 0.00 | 7.50 | 12,214 | — | ↗ |
| 2023-04-03 | Cabral Timothy S | Director | C-Conversion | D | Class B Common Stock | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2023-02-21 | Spain Kevin | Director | J-Other | D | Class A Common Stock | 1,446,000 | 0.00 | — | 0 | — | ↗ |
| 2023-02-21 | EMERGENCE CAPITAL PARTNERS II LP | 10% Owner | C-Conversion | A | Class A Common Stock | 1,446,000 | 0.00 | — | 1,446,000 | — | ↗ |
| 2023-02-15 | Jorgensen Paul W. | Officer | F-InKind | D | Class A Common Stock | 1,347 | 33.17 | 44.7K | 313,059 | — | ↗ |
| 2023-02-15 | Cabral Timothy S | Director | M-Exempt | D | Stock Option (Right to Buy) | 7,500 | 2.21 | 16.6K | 518,500 | — | ↗ |
| 2023-02-14 | Cabral Timothy S | Director | M-Exempt | D | Stock Option (Right to Buy) | 10,000 | 2.21 | 22.1K | 526,000 | — | ↗ |
| 2023-02-02 | Bryson Anna | Officer | M-Exempt | D | Stock Option (Right to Buy) | 25,000 | 8.26 | 206.5K | 667,268 | — | ↗ |
| 2022-12-31 | Tangney Jeffrey | Director / Officer / 10% Owner | — | I | Class A Common Stock | 0 | 0.00 | — | 150,000 | — | ↗ |
| 2022-12-31 | Jorgensen Paul W. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-11-15 | Jorgensen Paul W. | Officer | F-InKind | D | Class A Common Stock | 1,152 | 30.95 | 35.7K | 59,137 | — | ↗ |
| 2022-08-16 | Spain Kevin | Director | C-Conversion | D | Class B Common Stock | 1,928,000 | 0.00 | — | 20,246,728 | — | ↗ |
| 2022-08-16 | EMERGENCE GP PARTNERS, LLC | Director | C-Conversion | D | Class B Common Stock | 1,928,000 | 0.00 | — | 20,246,728 | — | ↗ |
| 2022-08-16 | EMERGENCE CAPITAL PARTNERS II LP | 10% Owner | J-Other | D | Class A Common Stock | 1,928,000 | 0.00 | — | 0 | — | ↗ |
| 2022-08-15 | Jorgensen Paul W. | Officer | F-InKind | D | Class A Common Stock | 1,152 | 37.98 | 43.8K | 60,289 | — | ↗ |
| 2022-08-02 | Yang Watkin Phoebe L. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-02 | Kliman Gilbert H | Director | D-Return | D | Class A Common Stock | 4,714 | 0.00 | — | 449,960 | — | ↗ |
| 2022-07-27 | Wampler Kira Scherer | Director | A-Award | A | Class A Common Stock | 4,714 | 0.00 | — | 4,714 | — | ↗ |
| 2022-07-27 | Spain Kevin | Director | A-Award | A | Class A Common Stock | 4,714 | 0.00 | — | 4,714 | — | ↗ |
| 2022-07-27 | Kliman Gilbert H | Director | A-Award | A | Class A Common Stock | 4,714 | 0.00 | — | 454,674 | — | ↗ |
| 2022-07-27 | Cabral Timothy S | Director | A-Award | A | Class A Common Stock | 4,714 | 0.00 | — | 4,714 | — | ↗ |
| 2022-07-27 | Benjamin Regina M. | Director | A-Award | A | Class A Common Stock | 4,714 | 0.00 | — | 4,714 | — | ↗ |
| 2022-05-27 | Tangney Schweikert Family Trust | Director | P-Purchase | A | Class A Common Stock | 2,950 | 34.50 | 101.8K | 252,950 | — | ↗ |
| 2022-05-20 | Jorgensen Paul W. | Officer | P-Purchase | A | Class A Common Stock | 15,000 | 32.19 | 482.9K | 197,676 | — | ↗ |
| 2022-05-16 | Jorgensen Paul W. | Officer | F-InKind | D | Class A Common Stock | 1,152 | 31.82 | 36.7K | 61,441 | — | ↗ |
| 2022-05-02 | Wampler Kira Scherer | Director | M-Exempt | A | Class B Common Stock | 2,200 | 0.00 | — | 2,200 | — | ↗ |
| 2022-04-01 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,200 | 0.00 | — | 529,400 | — | ↗ |
| 2022-03-22 | Jorgensen Paul W. | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 62,593 | — | ↗ |
| 2022-03-01 | Wampler Kira Scherer | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,200 | 1.54 | 3.4K | 531,600 | — | ↗ |
| 2022-02-25 | Kliman Gilbert H | Director | S-Sale | D | Class A Common Stock | 826 | 59.00 | 48.7K | 449,960 | — | ↗ |
| 2022-02-23 | Kliman Gilbert H | Director | S-Sale | D | Class A Common Stock | 29,174 | 56.09 | 1.64M | 450,786 | — | ↗ |
| 2022-02-14 | Spain Kevin | Director | J-Other | A | Class A Common Stock | 26,532 | 0.00 | — | 26,532 | — | ↗ |
| 2022-02-14 | EMERGENCE CAPITAL PARTNERS II LP | 10% Owner | C-Conversion | D | Class B Common Stock | 1,928,000 | 0.00 | — | 22,174,728 | — | ↗ |
| 2022-02-11 | Wampler Kira Scherer | Director | S-Sale | D | Class A Common Stock | 600 | 57.67 | 34.6K | 1,600 | — | ↗ |
| 2022-02-11 | Benjamin Regina M. | Director | M-Exempt | D | Stock Option (Right to Buy) | 10,000 | 2.21 | 22.1K | 421,138 | — | ↗ |
| 2022-01-12 | Kleine Joseph B. | Officer | M-Exempt | A | Class B Common Stock | 68,577 | 0.00 | — | 336,760 | — | ↗ |
| 2021-12-07 | Tangney Jeffrey | Director / Officer / 10% Owner | C-Conversion | A | Class A Common Stock | 150,000 | 0.00 | 150.00 | 250,000 | — | ↗ |
| 2021-12-07 | Kliman Gilbert H | Director | S-Sale | D | Class A Common Stock | 5,980 | 62.00 | 370.8K | 479,960 | — | ↗ |
| 2021-12-03 | Kliman Gilbert H | Director / 10% Owner | S-Sale | D | Class A Common Stock | 2,000 | 65.82 | 131.6K | 494,852 | — | ↗ |
| 2021-12-02 | Kliman Gilbert H | Director / 10% Owner | J-Other | A | Class A Common Stock | 249,778 | 0.00 | — | 496,852 | — | ↗ |
| 2021-12-02 | INTERWEST PARTNERS X LP | 10% Owner | J-Other | D | Class A Common Stock | 1,101,094 | 0.00 | — | 0 | — | ↗ |
| 2021-11-17 | Tangney Jeffrey | Director / Officer / 10% Owner | C-Conversion | A | Class A Common Stock | 110,000 | 0.00 | 110.00 | 110,000 | I | ↗ |
| 2021-11-12 | Tangney Jeffrey | Director / Officer / 10% Owner | C-Conversion | A | Class A Common Stock | 100,000 | 0.00 | 100.00 | 100,000 | — | ↗ |
| 2021-11-12 | MORGENTHALER VENTURE PARTNERS IX LP | 10% Owner | J-Other | D | Class A Common Stock | 8,535,175 | 0.00 | — | 8,535,175 | — | ↗ |
| 2021-11-12 | Kliman Gilbert H | Director / 10% Owner | C-Conversion | A | Class A Common Stock | 4,300,000 | 0.00 | 4.3K | 4,300,000 | — | ↗ |
| 2021-11-12 | INTERWEST PARTNERS X LP | 10% Owner | C-Conversion | D | Class B Common Stock | 4,300,000 | 0.00 | — | 12,856,998 | — | ↗ |
| 2021-11-12 | Benjamin Regina M. | Director | M-Exempt | D | Stock Option (Right to Buy) | 1,000 | 1.05 | 1.1K | 0 | — | ↗ |
| 2021-11-10 | Tangney Jeffrey | Director / Officer / 10% Owner | C-Conversion | A | Class A Common Stock | 100,000 | 0.00 | 100.00 | 100,000 | — | ↗ |
| 2021-11-10 | MORGENTHALER VENTURE PARTNERS IX LP | 10% Owner | C-Conversion | A | Class A Common Stock | 17,070,350 | 0.00 | — | 17,070,350 | — | ↗ |
| 2021-11-09 | Kleine Joseph B. | Officer | C-Conversion | A | Class A Common Stock | 70,000 | 0.00 | 70.00 | 70,000 | — | ↗ |
| 2021-11-08 | Bryson Anna | Officer | M-Exempt | A | Class B Common Stock | 1,048 | 0.00 | — | 29,516 | — | ↗ |
| 2021-11-02 | Threshold Ventures I, L.P. | 10% Owner | C-Conversion | A | Class A Common Stock | 4,667,276 | 0.00 | 4.7K | 4,667,276 | — | ↗ |
| 2021-08-18 | Kleine Joseph B. | Officer | J-Other | D | Stock Option (Right to Buy) | 80,000 | 0.72 | 57.6K | 80,000 | — | ↗ |
| 2021-08-13 | Kleine Joseph B. | Officer | C-Conversion | A | Class A Common Stock | 50,000 | 0.00 | 50.00 | 150,000 | — | ↗ |
| 2021-08-13 | Bryson Anna | Officer | S-Sale | D | Class A Common Stock | 23,359 | 75.00 | 1.75M | 75,247 | — | ↗ |
| 2021-06-28 | Threshold Ventures I, L.P. | 10% Owner | C-Conversion | A | Class B Common Stock | 4,667,276 | 0.00 | — | 4,667,276 | — | ↗ |
| 2021-06-28 | Tangney Jeffrey | Director / Officer / 10% Owner | C-Conversion | A | Class B Common Stock | 1,670,718 | 0.00 | — | 24,463,330 | — | ↗ |
| 2021-06-28 | Stavropoulos Andreas | 10% Owner | C-Conversion | A | Class B Common Stock | 518,586 | 0.00 | — | 518,586 | — | ↗ |
| 2021-06-28 | Spain Kevin | Director | P-Purchase | A | Class A Common Stock | 775,000 | 26.00 | 20.15M | 775,000 | — | ↗ |
| 2021-06-28 | MORGENTHALER VENTURE PARTNERS IX LP | 10% Owner | C-Conversion | D | Series C Preferred Stock | 1,659,476 | 0.00 | — | 0 | — | ↗ |
| 2021-06-28 | Kliman Gilbert H | Director / 10% Owner | C-Conversion | D | Series C Preferred Stock | 2,736,772 | 0.00 | — | 0 | — | ↗ |
| 2021-06-28 | INTERWEST PARTNERS X LP | 10% Owner | C-Conversion | D | Series C Preferred Stock | 2,736,772 | 0.00 | — | 0 | — | ↗ |
| 2021-06-28 | EMERGENCE CAPITAL PARTNERS II LP | 10% Owner | C-Conversion | D | Series A Preferred Stock | 13,296,504 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | Wampler Kira Scherer | Director | — | D | Stock Option (Right to Buy) | 536,000 | 1.54 | 825.4K | 0 | — | ↗ |
| 2021-06-23 | Threshold Ventures I, L.P. | 10% Owner | — | I | Series C Preferred Stock | 518,586 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | Tangney Jeffrey | Director / Officer / 10% Owner | — | D | Stock Option (Right to Buy) | 3,750,000 | 8.26 | 30.98M | 0 | — | ↗ |
| 2021-06-23 | Stavropoulos Andreas | 10% Owner | — | I | Series C Preferred Stock | 518,586 | 0.00 | — | 0 | — | ↗ |
| 2021-06-23 | Spain Kevin | Director | — | I | Class B Common Stock | 636,950 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
Shares Outstanding
187.86M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jeff Tangney, Chief Executive Officer | 600.0K | — | 15.43M | — | 1.20M | 3.8K | 17.23M | 89.53% | ↗ |
| 2 | 2025 | Jennifer Chaloemtiarana, General Counsel | 322.9K | — | 994.2K | — | 330.0K | 4.8K | 1.65M | 60.19% | ↗ |
| 3 | 2025 | Nate Gross, Former Chief Strategy Officer | 322.9K | — | 994.2K | — | 198.0K | 5.3K | 1.52M | 65.39% | ↗ |
| 4 | 2025 | Anna Bryson, Chief Financial Officer | 400.0K | — | — | — | 421.3K | 4.1K | 825.4K | 0.00% | ↗ |
| 5 | 2024 | Craig Overpeck, SVP, Commercial Operations | 262.5K | — | 4.90M | — | — | 6.8K | 5.17M | 94.79% | ↗ |
| 6 | 2024 | Anna Bryson, Chief Financial Officer | 316.7K | — | 3.16M | — | 387.6K | 3.8K | 3.87M | 81.69% | ↗ |
| 7 | 2024 | Jennifer Chaloemtiarana, General Counsel | 300.0K | — | — | — | 299.7K | 4.2K | 603.9K | 0.00% | ↗ |
| 8 | 2024 | Nate Gross, Chief Strategy Officer | 300.0K | — | — | — | — | 5.5K | 305.5K | 0.00% | ↗ |
| 9 | 2024 | Nate Gross, Former Chief Strategy Officer | 300.0K | — | — | — | — | 5.5K | 305.5K | 0.00% | ↗ |
| 10 | 2024 | Jeff Tangney, Chief Executive Officer | 295.0K | — | — | — | — | 3.9K | 298.9K | 0.00% | ↗ |
| 11 | 2024 | Jeffrey Tangney, Chief Executive Officer | 295.0K | — | — | — | — | 3.9K | 298.9K | 0.00% | ↗ |
| 12 | 2023 | Nate Gross, Former Chief Strategy Officer | 300.0K | — | 1.35M | — | 150.0K | 5.5K | 1.80M | 74.76% | ↗ |
| 13 | 2023 | Nate Gross, Chief Strategy Officer | 300.0K | — | 1.35M | — | 150.0K | 5.5K | 1.80M | 74.76% | ↗ |
| 14 | 2023 | Jennifer Chaloemtiarana, General Counsel | 300.0K | — | 1.08M | — | 200.0K | 4.0K | 1.58M | 68.17% | ↗ |
| 15 | 2023 | Paul Jorgensen, Chief Revenue Officer | 300.0K | — | — | — | 150.0K | 5.1K | 455.1K | 0.00% | ↗ |
| 16 | 2023 | Anna Bryson, Chief Financial Officer | 300.0K | — | — | — | 150.0K | 3.7K | 453.7K | 0.00% | ↗ |
| 17 | 2023 | Jeffrey Tangney, Chief Executive Officer | 240.0K | — | — | — | — | 3.7K | 243.7K | 0.00% | ↗ |
| 18 | 2023 | Jeff Tangney, Chief Executive Officer | 240.0K | — | — | — | — | 3.7K | 243.7K | 0.00% | ↗ |
| 19 | 2022 | Paul Jorgensen, Chief Revenue Officer | 269.0K | — | 7.13M | 452.0K | 373.4K | 5.6K | 8.23M | 92.13% | ↗ |
| 20 | 2022 | Joseph Kleine, Chief Commercial Officer, former | 300.0K | — | — | — | 735.9K | 6.3K | 1.04M | 0.00% | ↗ |
| 21 | 2022 | Anna Bryson, Chief Financial Officer | 300.0K | — | — | — | 100.0K | 3.2K | 403.2K | 0.00% | ↗ |
| 22 | 2022 | Jeffrey Tangney, Chief Executive Officer | 240.0K | — | — | — | — | 3.4K | 243.4K | 0.00% | ↗ |
| 23 | 2021 | Jeffrey Tangney, Chief Executive Officer | 240.0K | — | — | 20.87M | — | 204.6K | 21.31M | 97.91% | ↗ |
| 24 | 2021 | Anna Bryson, Chief Financial Officer | 221.7K | — | — | 4.08M | 50.0K | 4.8K | 4.36M | 93.65% | ↗ |
| 25 | 2021 | Joseph Kleine, Chief Commercial Officer, former | 293.8K | — | — | 322.8K | 643.1K | 4.0K | 1.26M | 25.54% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jeffrey A. Tangney | Co-Founder, Chief Executive Officer & Chairperson | 2M | male |
| Anna Bryson | Chief Financial Officer | 825.4K | female |
| Nathan Gross | Advisor & Co-Founder | 526.2K | — |
| Craig A. Overpeck | Senior Vice President of Commercial Operations | 306.3K | male |
| Joel Davis | Senior Vice President of Product | — | male |
| John Vaughan | General Counsel, Corporate Secretary & Chief Compliance Officer | — | — |
| Lisa Greenbaum | Chief Commercial Officer | — | female |
| Perry Scott Gold | Head of Investor Relations | — | male |
| Shari Buck | Co-founder and SVP People & Ops | — | female |
| Siddharth Sitaram | Chief Accounting Officer and Interim Principal Financial & Accounting Officer | — | male |
| Ben Greenberg | Senior Vice President & GM Commercial Products | — | male |
| Bruno Miranda | Senior Vice President of Engineering | — | male |
ESG Rating
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for DOCS
Short-term intention
Target Price Distribution
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.
