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Domo, Inc. (DOMO)

USD3.34 +0.03 (+0.76%)
US NASDAQ Technology Software - Application
Address 772 East Utah Valley Drive 84003
American Fork, UT, US
CEO Joshua G. James
Website domo.com
IPO 2018-06-29
CIK 1505952 ISIN US2575541055

Explore sections of this company profile

Description

Domo, Inc. provides a sophisticated cloud-based platform specifically designed for business intelligence. This service is available globally, with operations spanning the United States, Japan, and other international territories. The platform's core function is to digitally unite an organization's entire workforce—from senior executives to on-the-ground employees—with essential data, internal systems, and colleagues. This integration grants users immediate access to crucial real-time information and actionable insights, enabling them to oversee and manage business operations conveniently from their smartphones. The company, which was originally incorporated in 2010, was known as Domo Technologies, Inc. before officially changing its name to Domo, Inc. in December 2011. Its corporate headquarters are situated in American Fork, Utah.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD3.34 +0.03 (+0.76%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.80
Float Shares
33.55M
Free Float %
80.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+6.92% +11.80% +17.13% +16.16% -63.55% -50.53% -67.17% -68.48% -93.63% -84.73% -84.73%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (15 ratings, all time) Buy
Price Targets & DCF
Current price
3.34
Low 7.00 +109.9%
Consensus 8.33 +149.8%
Median 8.00 +139.9%
High 10.00 +199.9%
DCF (Unlevered) 19.57 +486.8%

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) 50% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 2 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
7.50
+124.9%
Last Year 9
16.56
+396.6%
All Time 17
19.76
+492.5%
Quality scores
Altman Z-Score
-8.80
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +0.6% Q2'26: -0.9% (vs Q2'25)
  • EPS growth Software - Application: +28.6%
    +31.9% Q2'26: +26.7% (vs Q2'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -20.1% Q2'26: +4.2% (vs Q2'25)
  • EBIT margin Software - Application: +9.4%
    -18.1% Q2'26: -13.8% (vs Q2'25)
  • ROIC Software - Application: +7.5%
    Q2'26: +61.5% (vs Q2'25)
  • Share dilution Software - Application: +0.0%
    +6.5% Q2'26: +9.3% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    -4.84× Q2'26: -4.45× (vs Q2'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.75) × ERP
WACC = 55% × Ke + 45% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 19.57 Current price: 3.34
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 Jan 2019
actual
Jan 2020
actual
Jan 2021
actual
Jan 2022
actual
Jan 2023
actual
Jan 2024
actual
Jan 2025
actual
Jan 2026
3 Rev. Ana.
4 EPS Ana.
Jan 2027
6 Rev. Ana.
3 EPS Ana.
Jan 2028
5 Rev. Ana.
3 EPS Ana.
Jan 2029
2 Rev. Ana.
1 EPS Ana.
Revenue
142.46M
est: 140.84M (+1.2%)
173.40M
est: 172.90M (+0.3%)
210.18M
est: 207.41M (+1.3%)
257.96M
est: 255.19M (+1.1%)
308.65M
est: 306.44M (+0.7%)
318.99M
est: 318.37M (+0.2%)
317.04M
est: 316.23M (+0.3%)
317.89M
307.47M – 324.34M
+0.5% YoY
314.01M
303.48M – 319.40M
-1.2% YoY
316.66M
306.50M – 324.05M
+0.8% YoY
267.22M
258.46M – 272.64M
-15.6% YoY
EBITDA
-135.30M
est: -34.44M (-292.8%)
-108.35M
est: -134.58M (+19.5%)
-68.32M
est: -105.26M (+35.1%)
-83.11M
est: -94.48M (+12.0%)
-82.96M
est: -125.32M (+33.8%)
-47.51M
est: 44.24M (-207.4%)
-51.69M
est: 43.95M (-217.6%)
44.18M
42.73M – 45.07M
+0.5% YoY
43.64M
42.18M – 44.39M
-1.2% YoY
44.01M
42.59M – 45.03M
+0.8% YoY
37.14M
35.92M – 37.89M
-15.6% YoY
EBIT
-144.09M
est: -37.56M (-283.7%)
-115.27M
est: -132.80M (+13.2%)
-73.09M
est: -98.49M (+25.8%)
-88.47M
est: -85.35M (-3.7%)
-88.25M
est: -115.16M (+23.4%)
-54.13M
est: 223.2K (-24,351.6%)
-60.93M
est: 221.7K (-27,579.6%)
222.9K
215.6K – 227.4K
+0.5% YoY
220.1K
212.8K – 223.9K
-1.2% YoY
222.0K
214.9K – 227.2K
+0.8% YoY
187.3K
181.2K – 191.1K
-15.6% YoY
Net Income
-154.31M
est: -338.53M (+54.4%)
-125.66M
est: -144.00M (+12.7%)
-84.63M
est: -112.09M (+24.5%)
-102.11M
est: -100.24M (-1.9%)
-105.55M
est: -84.00M (-25.7%)
-75.57M
est: -87.97M (+14.1%)
-81.94M
est: -26.67M (-207.3%)
-3.47M
-3.60M – -3.34M
+87.0% YoY
6.44M
-6.44M – 19.33M
+285.8% YoY
3.73M
2.59M – 4.86M
-42.1% YoY
2.03M
1.96M – 2.10M
-45.5% YoY
SGA
161.26M
est: 101.25M (+59.3%)
163.51M
est: 124.29M (+31.6%)
160.04M
est: 188.09M (-14.9%)
198.26M
est: 209.83M (-5.5%)
229.35M
est: 245.71M (-6.7%)
213.35M
est: 220.52M (-3.3%)
206.83M
est: 219.04M (-5.6%)
220.19M
212.97M – 224.66M
+0.5% YoY
217.50M
210.21M – 221.24M
-1.2% YoY
219.34M
212.30M – 224.45M
+0.8% YoY
185.09M
179.03M – 188.85M
-15.6% YoY
EPS
-9.43
est: -8.79 (-7.2%)
-4.57
est: -3.86 (-18.4%)
-2.89
est: -1.85 (-56.5%)
-3.19
est: -1.28 (-149.2%)
-3.10
est: -0.70 (-340.3%)
-2.10
est: -2.16 (+3.0%)
-2.13
est: -0.65 (-229.9%)
-0.08
-0.09 – -0.08
+86.9% YoY
0.05
-0.16 – 0.47
+161.9% YoY
0.09
0.06 – 0.12
+81.1% YoY
0.05
0.05 – 0.05
-47.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-17 Stephens & Co. Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-27 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-26 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-22 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-21 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-20 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-19 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-18 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-15 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-14 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-13 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-12 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-11 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-08 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-07 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-06 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-05 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-04 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-01 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-30 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-29 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-28 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-27 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-24 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-23 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-22 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-21 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-20 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-17 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-16 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-2.02M
OE per share TTM
-0.05
Owner's Yield
-1.15%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
11.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
134
Total invested
91.68M
Insider transactions (90d)
0
Beneficial owners (>5%)
34
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 3.29M 10.62% 49.8K 3.22M 75.2K IA Pennsylvania 2022-10-11
2 (1) BlackRock, Inc. 3.14M 10.30% 2.97M 3.14M HC Delaware 2022-09-08
3 Daniel Patrick Gibson 2.71M 11.00% 2.71M IN Sylebra Capital 2020-01-22
4 Sylebra Capital Limited 2.71M 11.00% 2.71M IA, HC Sylebra Capital 2020-01-22
5 Sylebra Capital Management Limited 2.71M 11.00% 2.71M HC Sylebra Capital 2020-01-22
6 (1)Names of reporting persons. BlackRock, Inc. 2.07M 7.00% HC Delaware 2022-02-08
7 Inc. 1.82M 5.45% 1.81M 1.82M HC 2024-02-14
8 Ahmet H. Okumus 1.79M 5.10% 1.79M 1.79M IN Delaware 2024-11-13
9 RPD Fund Management LLC 1.79M 5.10% 1.79M 1.79M OO Delaware 2024-11-13
10 TAM UK Holdings Limited 1.73M 5.19% 1.73M 1.73M FI 2024-02-14
11 TAM UK International Holdings Limited 1.73M 5.19% 1.73M 1.73M FI 2024-02-14
12 TC Financing Ltd 1.73M 5.19% 1.73M 1.73M FI 2024-02-14
13 Threadneedle Asset Management Holdings Limited 1.73M 5.19% 1.73M 1.73M FI 2024-02-14
14 Threadneedle Asset Management Limited 1.73M 5.19% 1.73M 1.73M FI 2024-02-14
15 Threadneedle Holdings Limited 1.73M 5.19% 1.73M 1.73M FI 2024-02-14
16 Threadneedle Investment Services Limited 1.73M 5.19% 1.73M 1.73M FI 2024-02-14
17 Benchmark Capital Management Co. VII, L.L.C. 1.49M 6.50% 1.49M 1.49M 1.49M 1.49M OO Delaware 2018-08-10
18 Bruce W. Dunlevie 1.49M 6.50% 1.49M 1.49M IN U.S. Citizen 2018-08-10
19 Eric H. Vishria 1.49M 6.50% 1.49M 1.49M IN U.S. Citizen 2018-08-10
20 Kevin R. Harvey 1.49M 6.50% 1.49M 1.49M IN U.S. Citizen 2018-08-10
21 Matthew R. Cohler 1.49M 6.50% 1.49M 1.49M IN U.S. Citizen 2018-08-10
22 Peter Fenton 1.49M 6.50% 1.49M 1.49M IN U.S. Citizen 2018-08-10
23 Steven M. Spurlock 1.49M 6.50% 1.49M 1.49M IN U.S. Citizen 2018-08-10
24 Benchmark Capital Partners VII, L.P. (“BCP VII”) 1.19M 5.10% 1.19M 1.19M 1.19M 1.19M PN Delaware 2018-08-10
25 Federated Hermes, Inc. 1.12M 3.66% 1.12M 1.12M HC Citizenship or place of Organization 2022-08-10
26 J. Christopher Donahue 1.12M 3.66% 1.12M 1.12M IN Citizenship or place of Organization 2022-08-10
27 Rhodora J. Donahue 1.12M 3.66% 1.12M 1.12M IN Citizenship or place of Organization 2022-08-10
28 Thomas R. Donahue 1.12M 3.66% 1.12M 1.12M IN Citizenship or place of Organization 2022-08-10
29 Voting Shares Irrevocable Trust 1.12M 3.66% 1.12M 1.12M OO Citizenship or place of Organization 2022-08-10
30 BARCLAYS GLOBAL INVESTORS, NA. 1.08M 2.58% 3.97M 2.1K 3.97M 2.1K BK United States 2018-08-14
31 Morgan Stanley 906.5K 3.40% 882.7K 906.5K HC, CO 2021-02-10
32 Benchmark Founders’ Fund VII-B, L.P. (“BFF VII-B”) 174.6K 0.80% 174.6K 174.6K 174.6K 174.6K PN Delaware 2018-08-10
33 Benchmark Founders’ Fund VII, L.P. (“BFF VII”) 131.8K 0.60% 131.8K 131.8K 131.8K 131.8K PN Delaware 2018-08-10
34 ArrowMark Colorado Holdings, LLC 0.00% IA Delaware, United States 2021-02-16

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
134
-13 vs prev Q
New positions
36
Closed positions
42
Increased
88
Reduced
27
Put/Call ratio
0.16
Calls held
449.3K
Puts held
70.5K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VERADACE CAPITAL MANAGEMENT LLC 1.56M +1.6M (+100.0%) 13.14B +13.1B (+100.0%) 3.76% +3.762 pp 8.03% +8.031 pp USD8.43 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 4.83M -171.8K (-3.4%) 40.68M -38.5M (-48.6%) 11.64% -0.653 pp 0.00% -0.001 pp USD23.26 -63.8% 31 qtrs
3 RPD FUND MANAGEMENT LLC 3.62M +3.6M (+11,294.3%) 30.55M +30.0M (+5,964.0%) 8.74% +8.664 pp 13.24% +12.926 pp USD8.42 +0.1% 5 qtrs
4 AMERIPRISE FINANCIAL INC 3.35M +885.3K (+35.9%) 28.23M -10.8M (-27.7%) 8.08% +2.018 pp 0.01% -0.003 pp USD10.58 -20.3% 18 qtrs
5 BLACKROCK, INC. 3.17M +10.7K (+0.3%) 26.75M -23.3M (-46.6%) 7.66% -0.125 pp 0.00% 0.000 pp USD7.99 +5.5% 6 qtrs
6 CAPITAL RESEARCH GLOBAL INVESTORS 2.98M +225.6K (+8.2%) 25.08M -18.5M (-42.4%) 7.18% +0.413 pp 0.00% -0.004 pp USD15.28 -44.8% 2 qtrs
7 PORTOLAN CAPITAL MANAGEMENT, LLC 2.16M -526.0K (-19.6%) 18.20M -24.3M (-57.2%) 5.21% -1.397 pp 0.98% -1.326 pp USD13.72 -38.6% 4 qtrs
8 AIGH CAPITAL MANAGEMENT LLC 1.84M +496.2K (+37.0%) 15.49M -5.8M (-27.1%) 4.43% +1.133 pp 3.75% -2.238 pp USD9.93 -15.1% 4 qtrs
9 ACADIAN ASSET MANAGEMENT LLC 1.45M +4.4K (+0.3%) 12.20M -10.7M (-46.6%) 3.50% -0.058 pp 0.02% -0.020 pp USD11.60 -27.3% 23 qtrs
10 STATE STREET CORP 1.29M +325.2K (+33.9%) 10.84M -4.4M (-28.8%) 3.10% +0.739 pp 0.00% 0.000 pp USD19.70 -57.2% 30 qtrs
11 PRELUDE CAPITAL MANAGEMENT, LLC 1.10M +1.1M (+4,850.8%) 9.28M +8.9M (+2,534.8%) 2.66% +2.601 pp 0.68% +0.655 pp USD8.58 -1.7% 7 qtrs
12 CAPTRUST FINANCIAL ADVISORS 961.8K +961.8K (+100.0%) 8.11M +8.1M (+100.0%) 2.32% +2.321 pp 0.02% +0.015 pp USD8.43 +0.0% 1 qtrs NEW
13 GEODE CAPITAL MANAGEMENT, LLC 836.0K +44.2K (+5.6%) 7.05M -5.5M (-43.8%) 2.02% +0.069 pp 0.00% 0.000 pp USD26.64 -68.4% 30 qtrs
14 FIRST TRUST ADVISORS LP 748.2K +133.1K (+21.6%) 6.31M -3.4M (-35.3%) 1.81% +0.292 pp 0.00% -0.003 pp USD14.52 -41.9% 2 qtrs
15 GOLDMAN SACHS GROUP INC 684.4K +420.1K (+159.0%) 5.77M +1.6M (+37.8%) 1.65% +1.001 pp 0.00% +0.000 pp USD10.97 -23.2% 31 qtrs
16 JACOBS LEVY EQUITY MANAGEMENT, INC 576.9K +432.4K (+299.3%) 4.86M +2.6M (+112.5%) 1.39% +1.036 pp 0.02% +0.010 pp USD11.33 -25.6% 26 qtrs
17 FMR LLC 450.2K +79.0K (+21.3%) 3.79M -2.1M (-35.5%) 1.09% +0.173 pp 0.00% 0.000 pp USD23.98 -64.8% 18 qtrs
18 RENAISSANCE TECHNOLOGIES LLC 387.0K +178.9K (+86.0%) 3.26M -33.7K (-1.0%) 0.93% +0.422 pp 0.01% +0.001 pp USD13.58 -37.9% 23 qtrs
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 383.3K +52.2K (+15.8%) 3.23M -2.0M (-38.4%) 0.92% +0.110 pp 0.00% 0.000 pp USD27.67 -69.5% 30 qtrs
20 NORTHERN TRUST CORP 277.1K -9.8K (-3.4%) 2.34M -2.2M (-48.6%) 0.67% -0.037 pp 0.00% 0.000 pp USD24.71 -65.9% 31 qtrs
21 KENNEDY CAPITAL MANAGEMENT LLC 251.8K +251.8K (+100.0%) 2.12M +2.1M (+100.0%) 0.61% +0.607 pp 0.04% +0.045 pp USD8.43 +0.0% 1 qtrs NEW
22 FIRSTHAND CAPITAL MANAGEMENT, INC. 250.0K +— (+0.0%) 2.11M -1.9M (-46.8%) 0.60% -0.012 pp 3.91% -2.735 pp USD15.61 -46.0% 26 qtrs
23 TUDOR INVESTMENT CORP ET AL 204.7K +204.7K (+100.0%) 1.73M +1.7M (+100.0%) 0.49% +0.494 pp 0.00% +0.003 pp USD8.43 +0.0% 1 qtrs NEW
24 PARALLAX VOLATILITY ADVISERS, L.P. 200.0K +200.0K (+100.0%) 1.69M +1.7M (+100.0%) 0.48% +0.483 pp 0.00% +0.003 pp USD8.43 +0.0% 1 qtrs NEW
25 MACKENZIE FINANCIAL CORP 197.4K +68.0K (+52.6%) 1.68M -365.3K (-17.8%) 0.48% +0.158 pp 0.00% -0.001 pp USD9.14 -7.8% 19 qtrs
26 SIG BROKERAGE, LP 199.3K +199.3K (+100.0%) 1.68M +1.7M (+100.0%) 0.48% +0.481 pp 0.05% +0.052 pp USD8.43 +0.0% 1 qtrs NEW
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 189.1K +15.3K (+8.8%) 1.59M -1.2M (-42.1%) 0.46% +0.029 pp 0.00% 0.000 pp USD13.17 -36.0% 30 qtrs
28 CITADEL ADVISORS LLC 179.7K -11.8K (-6.2%) 1.51M -1.5M (-50.1%) 0.43% -0.038 pp 0.00% 0.000 pp USD14.07 -40.1% 29 qtrs
29 UBS GROUP AG 162.6K +47.0K (+40.7%) 1.37M -460.1K (-25.1%) 0.39% +0.108 pp 0.00% 0.000 pp USD12.39 -32.0% 30 qtrs
30 J. GOLDMAN & CO LP 160.0K +160.0K (+100.0%) 1.35M +1.3M (+100.0%) 0.39% +0.386 pp 0.04% +0.036 pp USD8.43 +0.0% 1 qtrs NEW
31 BNP PARIBAS ARBITRAGE, SNC 128.3K +122.0K (+1,950.9%) 1.08M +982.3K (+991.5%) 0.31% +0.294 pp 0.00% +0.000 pp USD8.82 -4.4% 28 qtrs
32 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 125.6K -35.9K (-22.2%) 1.06M -1.5M (-58.6%) 0.30% -0.094 pp 0.00% -0.001 pp USD11.08 -23.9% 5 qtrs
33 MORGAN STANLEY 119.7K -204.5K (-63.1%) 1.01M -4.1M (-80.3%) 0.29% -0.509 pp 0.00% 0.000 pp USD17.31 -51.3% 31 qtrs
34 PALOGIC VALUE MANAGEMENT, L.P. 105.0K +— (+0.0%) 885.2K -778.1K (-46.8%) 0.25% -0.005 pp 0.37% -0.300 pp USD12.69 -33.6% 13 qtrs
35 FRANKLIN RESOURCES INC 104.2K -16.2K (-13.5%) 878.5K -1.0M (-53.9%) 0.25% -0.045 pp 0.00% 0.000 pp USD14.57 -42.1% 8 qtrs
36 JPMORGAN CHASE & CO 102.5K -38.9K (-27.5%) 863.9K -1.4M (-61.4%) 0.25% -0.101 pp 0.00% 0.000 pp USD14.92 -43.5% 31 qtrs
37 RUSSELL INVESTMENTS GROUP, LTD. 100.2K -8.0K (-7.4%) 851.5K -898.9K (-51.4%) 0.24% -0.025 pp 0.00% -0.001 pp USD17.33 -51.4% 24 qtrs
38 BARCLAYS PLC 97.7K +18.1K (+22.7%) 823.7K +225.9K (+37.8%) 0.24% +0.040 pp 0.00% +0.000 pp USD11.63 -27.5% 30 qtrs
39 NOMURA HOLDINGS INC 96.1K +96.1K (+100.0%) 809.7K +809.7K (+100.0%) 0.23% +0.232 pp 0.00% +0.001 pp USD8.43 +0.0% 1 qtrs NEW
40 BANK OF NEW YORK MELLON CORP 87.2K -37.0 (0.0%) 735.5K -647.1K (-46.8%) 0.21% -0.004 pp 0.00% 0.000 pp USD13.97 -39.7% 31 qtrs
41 D. E. SHAW & CO., INC. 86.7K -11.6K (-11.8%) 730.8K -825.3K (-53.0%) 0.21% -0.033 pp 0.00% -0.001 pp USD11.79 -28.5% 23 qtrs
42 INVESCO LTD. 77.0K +15.8K (+25.8%) 649.3K -320.4K (-33.0%) 0.19% +0.035 pp 0.00% 0.000 pp USD14.19 -40.6% 23 qtrs
43 QUBE RESEARCH & TECHNOLOGIES LTD 76.4K +16.2K (+27.0%) 643.8K -308.6K (-32.4%) 0.18% +0.036 pp 0.00% 0.000 pp USD14.26 -40.9% 2 qtrs
44 ENGINEERS GATE MANAGER LP 64.3K -68.2K (-51.5%) 541.8K -1.6M (-74.2%) 0.16% -0.171 pp 0.01% -0.018 pp USD16.89 -50.1% 25 qtrs
45 NUVEEN, LLC 64.1K -207.4K (-76.4%) 540.0K -3.8M (-87.4%) 0.15% -0.513 pp 0.00% -0.001 pp USD10.35 -18.6% 4 qtrs
46 STATE OF WISCONSIN INVESTMENT BOARD 56.4K -1.5K (-2.6%) 475.3K -441.2K (-48.1%) 0.14% -0.006 pp 0.00% -0.001 pp USD15.84 -46.8% 2 qtrs
47 PRICE T ROWE ASSOCIATES INC /MD/ 52.1K -12.0K (-18.7%) 440.0K -576.0K (-56.7%) 0.13% -0.032 pp 0.00% 0.000 pp USD19.50 -56.8% 21 qtrs
48 ROCKWOOD WEALTH MANAGEMENT, LLC 46.7K +1.0 (+0.0%) 393.9K -346.2K (-46.8%) 0.11% -0.002 pp 0.03% -0.030 pp USD11.13 -24.3% 7 qtrs
49 BREVAN HOWARD CAPITAL MANAGEMENT LP 45.1K -5.7K (-11.2%) 380.0K -423.7K (-52.7%) 0.11% -0.016 pp 0.00% +0.001 pp USD14.04 -40.0% 3 qtrs
50 RHUMBLINE ADVISERS 44.8K -7.2K (-13.8%) 377.9K -446.3K (-54.1%) 0.11% -0.020 pp 0.00% 0.000 pp USD26.63 -68.3% 29 qtrs
51 LOS ANGELES CAPITAL MANAGEMENT LLC 27.3K +27.3K (+100.0%) 374.5K +374.5K (+100.0%) 0.07% +0.066 pp 0.00% +0.001 pp USD8.43 +0.0% 1 qtrs NEW
52 DIVERSIFY WEALTH MANAGEMENT, LLC 48.9K +— (+0.0%) 356.7K -324.9K (-47.7%) 0.12% -0.002 pp 0.02% -0.023 pp USD10.96 -23.1% 7 qtrs
53 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 41.1K -18.0K (-30.4%) 346.3K -589.2K (-63.0%) 0.10% -0.046 pp 0.00% -0.002 pp USD13.95 -39.6% 8 qtrs
54 GRAHAM CAPITAL MANAGEMENT, L.P. 39.1K +18.2K (+86.7%) 329.8K -2.1K (-0.6%) 0.09% +0.043 pp 0.01% +0.003 pp USD12.40 -32.0% 2 qtrs
55 BANK OF AMERICA CORP /DE/ 39.0K +1.4K (+3.7%) 328.9K -267.3K (-44.8%) 0.09% +0.002 pp 0.00% +0.000 pp USD13.24 -36.3% 31 qtrs
56 MILLENNIUM MANAGEMENT LLC 38.7K -482.7K (-92.6%) 325.9K -7.9M (-96.1%) 0.09% -1.190 pp 0.00% -0.003 pp USD14.00 -39.8% 31 qtrs
57 STONERIDGE INVESTMENT PARTNERS LLC 38.6K +38.6K (+100.0%) 325.0K +325.0K (+100.0%) 0.09% +0.093 pp 0.23% +0.226 pp USD8.43 +0.0% 1 qtrs NEW
58 WELLS FARGO & COMPANY/MN 38.6K -5.2K (-11.8%) 325.0K -367.3K (-53.1%) 0.09% -0.015 pp 0.00% 0.000 pp USD15.78 -46.6% 30 qtrs
59 WALLEYE CAPITAL LLC 37.2K -6.0K (-13.9%) 313.6K -370.7K (-54.2%) 0.09% -0.017 pp 0.00% -0.002 pp USD13.00 -35.2% 9 qtrs
60 VERITION FUND MANAGEMENT LLC 35.9K +2.7K (+8.1%) 302.4K -223.4K (-42.5%) 0.09% +0.005 pp 0.00% -0.001 pp USD13.86 -39.2% 3 qtrs
61 SG AMERICAS SECURITIES, LLC 34.8K -4.8K (-12.1%) 294.0K -334.0K (-53.2%) 0.08% -0.014 pp 0.00% -0.002 pp USD15.84 -46.8% 6 qtrs
62 MAN GROUP PLC 34.0K +34.0K (+100.0%) 286.3K +286.3K (+100.0%) 0.08% +0.082 pp 0.00% +0.001 pp USD8.43 +0.0% 1 qtrs NEW
63 STATE OF WYOMING 32.6K -281.0 (-0.9%) 274.7K -245.9K (-47.2%) 0.08% -0.002 pp 0.03% -0.029 pp USD13.97 -39.7% 8 qtrs
64 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 29.4K +29.4K (+100.0%) 248.0K +248.0K (+100.0%) 0.07% +0.071 pp 0.06% +0.056 pp USD8.43 +0.0% 1 qtrs NEW
65 ALLIANCEBERNSTEIN L.P. 28.5K -3.0K (-9.5%) 240.2K -258.6K (-51.9%) 0.07% -0.009 pp 0.00% 0.000 pp USD20.97 -59.8% 31 qtrs
66 ENTRYPOINT CAPITAL, LLC 26.4K +26.4K (+100.0%) 222.5K +222.5K (+100.0%) 0.06% +0.064 pp 0.09% +0.087 pp USD8.43 +0.0% 1 qtrs NEW
67 SEI INVESTMENTS CO 25.1K +1.0K (+4.3%) 211.7K -169.7K (-44.5%) 0.06% +0.001 pp 0.00% 0.000 pp USD13.74 -38.6% 3 qtrs
68 DEUTSCHE BANK AG\ 25.1K +1.0K (+4.2%) 211.4K -169.6K (-44.5%) 0.06% +0.001 pp 0.00% 0.000 pp USD11.93 -29.3% 30 qtrs
69 BRIDGEWAY CAPITAL MANAGEMENT, LLC 23.5K +— (+0.0%) 198.1K -174.1K (-46.8%) 0.06% -0.001 pp 0.00% -0.004 pp USD7.51 +12.3% 6 qtrs
70 METLIFE INVESTMENT MANAGEMENT, LLC 18.6K -972.0 (-5.0%) 156.5K -153.0K (-49.4%) 0.04% -0.003 pp 0.00% -0.001 pp USD27.80 -69.7% 28 qtrs
71 AQR CAPITAL MANAGEMENT LLC 18.3K -30.7K (-62.6%) 154.5K -621.9K (-80.1%) 0.04% -0.076 pp 0.00% 0.000 pp USD15.35 -45.1% 22 qtrs
72 XTX TOPCO LTD 17.3K -6.3K (-26.6%) 146.2K -228.0K (-60.9%) 0.04% -0.016 pp 0.00% -0.016 pp USD12.52 -32.7% 6 qtrs
73 CIM INVESTMENT MANAGEMENT INC 16.3K +— (+0.0%) 137.7K -121.1K (-46.8%) 0.04% -0.001 pp 0.04% -0.034 pp USD14.10 -40.2% 13 qtrs
74 VERSOR INVESTMENTS LP 16.3K +16.3K (+100.0%) 137.4K +137.4K (+100.0%) 0.04% +0.039 pp 0.02% +0.021 pp USD8.43 +0.0% 1 qtrs NEW
75 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 15.6K +663.0 (+4.4%) 131.2K -104.8K (-44.4%) 0.04% +0.001 pp 0.00% 0.000 pp USD7.61 +10.8% 7 qtrs
76 QUANTINNO CAPITAL MANAGEMENT LP 13.3K +13.3K (+100.0%) 112.2K +112.2K (+100.0%) 0.03% +0.032 pp 0.00% +0.000 pp USD8.43 +0.0% 1 qtrs NEW
77 CREWE ADVISORS LLC 12.8K +— (+0.0%) 107.9K -94.8K (-46.8%) 0.03% -0.001 pp 0.01% -0.010 pp USD14.57 -42.1% 28 qtrs
78 MERIT FINANCIAL GROUP, LLC 12.5K +58.0 (+0.5%) 105.6K -91.9K (-46.5%) 0.03% -0.001 pp 0.00% -0.001 pp USD13.95 -39.6% 3 qtrs
79 JANE STREET GROUP, LLC 11.5K -123.5K (-91.5%) 96.9K -2.0M (-95.5%) 0.03% -0.304 pp 0.00% 0.000 pp USD15.47 -45.5% 3 qtrs
80 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 10.9K +10.9K (+100.0%) 91.9K +91.9K (+100.0%) 0.03% +0.026 pp 0.00% +0.000 pp USD8.43 +0.0% 1 qtrs NEW
81 CREATIVE PLANNING 10.8K -20.6K (-65.5%) 91.4K -406.2K (-81.6%) 0.03% -0.051 pp 0.00% 0.000 pp USD12.41 -32.1% 5 qtrs
82 MANUFACTURERS LIFE INSURANCE COMPANY, THE 10.5K -763.0 (-6.8%) 88.2K -89.6K (-50.4%) 0.03% -0.002 pp 0.00% 0.000 pp USD31.31 -73.1% 28 qtrs
83 KEMNAY ADVISORY SERVICES INC. 10.5K +10.5K (+100.0%) 88.1K +88.1K (+100.0%) 0.03% +0.025 pp 0.01% +0.013 pp USD8.43 +0.0% 1 qtrs NEW
84 OXFORD ASSET MANAGEMENT LLP 10.4K +10.4K (+100.0%) 87.9K +87.9K (+100.0%) 0.03% +0.025 pp 0.04% +0.036 pp USD8.43 +0.0% 1 qtrs NEW
85 CITIGROUP INC 10.2K +23.0 (+0.2%) 86.2K -75.4K (-46.7%) 0.02% 0.000 pp 0.00% +0.000 pp USD8.03 +5.0% 30 qtrs
86 INTECH INVESTMENT MANAGEMENT LLC 10.0K -3.0K (-22.7%) 84.6K -121.2K (-58.9%) 0.02% -0.008 pp 0.00% -0.001 pp USD7.25 +16.3% 5 qtrs
87 ANDINA CAPITAL MANAGEMENT, LLC 10.0K +10.0K (+100.0%) 84.3K +84.3K (+100.0%) 0.02% +0.024 pp 0.05% +0.051 pp USD8.43 +0.0% 1 qtrs NEW
88 AQUATIC CAPITAL MANAGEMENT LLC 9.2K +9.2K (+100.0%) 77.6K +77.6K (+100.0%) 0.02% +0.022 pp 0.00% +0.002 pp USD8.43 +0.0% 6 qtrs
89 NEW YORK STATE COMMON RETIREMENT FUND 8.6K +— (+0.0%) 72.3K -63.5K (-46.8%) 0.02% 0.000 pp 0.00% 0.000 pp USD34.53 -75.6% 31 qtrs
90 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 8.5K +— (+0.0%) 72.1K -63.3K (-46.8%) 0.02% 0.000 pp 0.00% -0.001 pp USD8.30 +1.6% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 46 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Vanguard U.S. Value Factor ETF VFVA 0.04% 294.2K 0.13%
2 iShares Micro-Cap ETF IWC 0.03% 439.3K 0.60%
3 Fidelity Enhanced Small Cap ETF FESM 0.03% 1.56M 0.28%
4 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.02% 8.1K 0.35%
5 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.01% 334.3K 0.34%
6 Vanguard Russell 2000 Growth ETF VTWG 0.01% 112.1K 0.06%
7 iShares Russell 2000 Value ETF IWN 0.00% 646.0K 0.24%
8 iShares Russell 2000 BuyWrite ETF IWMW 0.00% 2.4K 0.39%
9 iShares Russell 2000 ETF IWM 0.00% 3.57M 0.19%
10 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.00% 23.3K 0.36%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
4.2K
Shares disposed
Cash buys
Cash sales
Net activity
+4,165
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-13 Daniel Daniel David III Director A-Award A Class B Common Stock 4,165 0.00 8,420 I
2026-03-20 Thayne Daren Officer F-InKind D Class B Common Stock 8,910 3.57 31.8K 431,743 D
2026-03-20 Jolley David R Director F-InKind D Class B Common Stock 6,298 3.57 22.5K 235,377 D
2026-03-20 James Joshua G Director / Officer / 10% Owner F-InKind D Class B Common Stock 22,669 3.57 80.9K 1,489,692 D
2026-03-20 Crane Tod Officer F-InKind D Class B Common Stock 4,284 3.57 15.3K 222,658 D
2026-01-16 RPD Fund Management LLC 10% Owner Class B Common Stock, par value $0.001 per share 0 0.00 3,512,826 I
2025-12-22 Daniel Daniel David III Director A-Award A Class B Common Stock 245 0.00 4,255 I
2025-12-20 Thayne Daren Officer F-InKind D Class B Common Stock 7,958 9.19 73.1K 440,353 D
2025-12-20 Maughan Mark Officer F-InKind D Class B Common Stock 4,708 9.19 43.3K 236,915 D
2025-12-20 Jolley David R Director F-InKind D Class B Common Stock 6,346 9.19 58.3K 241,675 D
2025-12-20 James Joshua G Director / Officer / 10% Owner F-InKind D Class B Common Stock 32,926 9.19 302.6K 1,512,361 D
2025-12-20 Crane Tod Officer F-InKind D Class B Common Stock 3,751 9.19 34.5K 226,642 D
2025-10-06 Daniel Daniel David III Director G-Gift D Class B Common Stock 4,429 0.00 4,010 I
2025-09-22 Daniel Daniel David III Director J-Other D Class B Common Stock 507,500 0.00 273,900 I
2025-09-20 Thayne Daren Officer F-InKind D Class B Common Stock 7,958 18.20 144.8K 448,311 D
2025-09-20 Maughan Mark Officer F-InKind D Class B Common Stock 7,178 18.20 130.6K 241,623 D
2025-09-20 Jolley David R Director F-InKind D Class B Common Stock 5,330 18.20 97.0K 248,021 D
2025-09-20 James Joshua G Director / Officer / 10% Owner F-InKind D Class B Common Stock 32,926 18.20 599.3K 1,545,287 D
2025-09-20 Crane Tod Officer F-InKind D Class B Common Stock 8,576 18.20 156.1K 230,393 D
2025-07-02 James Joshua G Director / Officer / 10% Owner A-Award A Class B Common Stock 450,000 0.00 1,578,213 D
2025-06-24 Wright Ryan Director A-Award A Class B Common Stock 6,730 0.00 57,368 D
2025-06-24 Strong Dan Director A-Award A Class B Common Stock 13,461 0.00 67,687 D
2025-06-24 Soto Renee Director A-Award A Class B Common Stock 13,461 0.00 67,687 D
2025-06-24 PESTANA JOHN R Director A-Award A Class B Common Stock 13,461 0.00 61,770 D
2025-06-24 KEARL JEFF Director A-Award A Class B Common Stock 13,461 0.00 80,597 D
2025-06-24 Jolley David R Director A-Award A Class B Common Stock 6,730 0.00 253,351 D
2025-06-24 Daniel Daniel David III Director A-Award A Class B Common Stock 13,461 0.00 72,442 D
2025-06-24 Clark Carine S. Director A-Award A Class B Common Stock 13,461 0.00 73,359 D
2025-06-20 Thayne Daren Officer F-InKind D Class B Common Stock 13,720 12.70 174.2K 456,269 D
2025-06-20 Maughan Mark Officer F-InKind D Class B Common Stock 8,687 12.70 110.3K 248,801 D
2025-06-20 Jolley David R Director F-InKind D Class B Common Stock 9,122 12.70 115.8K 246,621 D
2025-06-20 James Joshua G Director / Officer / 10% Owner P-Purchase A Class B Common Stock 13,025 12.74 165.9K 1,079,972 D
2025-06-20 Daniel Daniel David III Director A-Award A Class B Common Stock 177 0.00 8,015 I
2025-06-20 Crane Tod Officer F-InKind D Class B Common Stock 4,859 12.70 61.7K 238,969 D
2025-06-01 Daniel Daniel David III Director A-Award A Class B Common Stock 400 0.00 7,838 I
2025-05-27 Thayne Daren Officer A-Award A Class B Common Stock 70,000 0.00 469,989 D
2025-05-27 Maughan Mark Officer A-Award A Class B Common Stock 50,000 0.00 257,488 D
2025-05-27 Crane Tod Officer A-Award A Class B Common Stock 70,000 0.00 243,828 D
2025-04-10 Thayne Daren Officer F-InKind D Class B Common Stock 8,188 8.26 67.6K 399,989 D
2025-04-10 Maughan Mark Officer A-Award A Class B Common Stock 14,470 0.00 211,703 D
2025-04-10 James Joshua G Director / Officer / 10% Owner F-InKind D Class B Common Stock 12,596 8.26 104.0K 1,066,947 D
2025-04-10 Crane Tod Officer F-InKind D Class B Common Stock 2,826 8.26 23.3K 173,828 D
2025-04-04 James Joshua G Director / Officer / 10% Owner P-Purchase A Class B Common Stock 77,300 6.50 502.2K 116,600 I
2025-04-04 Daniel Daniel David III Director P-Purchase A Class B Common Stock 120,000 6.44 772.5K 781,400 I
2025-03-20 Thayne Daren Officer F-InKind D Class B Common Stock 7,657 8.29 63.5K 379,548 D
2025-03-20 Maughan Mark Officer F-InKind D Class B Common Stock 3,585 8.29 29.7K 196,933 D
2025-03-20 James Joshua G Director / Officer / 10% Owner F-InKind D Class B Common Stock 17,548 8.29 145.5K 1,035,959 D
2025-03-20 Crane Tod Officer F-InKind D Class B Common Stock 2,076 8.29 17.2K 166,548 D
2025-03-14 Maughan Mark Officer Class B Common Stock 0 0.00 200,518 D
2025-03-13 Jolley David R Director S-Sale D Class B Common Stock 25,000 8.31 207.9K 255,743 D
2025-03-07 Jolley David R Director Class B Common Stock 0 0.00 280,743 D
2025-03-06 Wright Ryan Director 0 0.00 0
2024-12-20 Thayne Daren Officer F-InKind D Class B Common Stock 9,879 7.13 70.4K 387,205 D
2024-12-20 James Joshua G Director / Officer / 10% Owner F-InKind D Class B Common Stock 26,066 7.13 185.9K 1,053,507 D
2024-12-20 Crane Tod Officer F-InKind D Class B Common Stock 8,426 7.13 60.1K 168,624 D
2024-11-01 Crane Tod Officer Class B Common Stock 0 0.00 177,050 D
2024-09-20 Thayne Daren Officer F-InKind D Class B Common Stock 9,879 7.02 69.4K 396,784 D
2024-09-20 Jolley David R Officer F-InKind D Class B Common Stock 6,174 7.02 43.3K 285,291 D
2024-09-20 James Joshua G Director / Officer / 10% Owner F-InKind D Class B Common Stock 26,066 7.02 183.0K 1,079,573 D
2024-09-06 Jolley David R Officer P-Purchase A Class B Common Stock 10,000 6.99 69.9K 291,465
2024-06-21 Thayne Daren Officer S-Sale D Class B Common Stock 7,095 6.85 48.6K 406,663
2024-06-21 Daniel Daniel David III Director P-Purchase A Class B Common Stock 100,000 6.84 683.7K 661,400
2024-06-20 Jolley David R Officer F-InKind D Class B Common Stock 4,078 6.90 28.1K 281,465
2024-06-20 James Joshua G Director / Officer / 10% Owner F-InKind D Class B Common Stock 26,126 6.90 180.3K 1,105,639
2024-06-20 Daniel Daniel David III Director P-Purchase A Class B Common Stock 150,000 6.87 1.03M 561,400
2024-06-18 Daniel Daniel David III Director P-Purchase A Class B Common Stock 150,000 6.69 1.00M 411,400
2024-06-11 Strong Dan Director A-Award A Class B Common Stock 25,735 0.00 54,226
2024-06-11 Soto Renee Director A-Award A Class B Common Stock 25,735 0.00 54,226
2024-06-11 PESTANA JOHN R Director A-Award A Class B Common Stock 25,735 0.00 48,309
2024-06-11 KEARL JEFF Director A-Award A Class B Common Stock 25,735 0.00 67,136
2024-06-11 Daniel Daniel David III Director A-Award A Class B Common Stock 25,735 0.00 58,981
2024-06-11 Clark Carine S. Director A-Award A Class B Common Stock 25,735 0.00 59,898
2024-05-21 Thayne Daren Officer A-Award A Class B Common Stock 70,000 0.00 413,758
2024-05-21 Jolley David R Officer A-Award A Class B Common Stock 70,000 0.00 285,543
2024-05-21 James Joshua G Director / Officer / 10% Owner A-Award A Class B Common Stock 250,000 0.00 1,131,765
2024-04-11 Jolley David R Officer S-Sale D Class B Common Stock 12,000 8.50 102.0K 215,543
2024-04-04 Thayne Daren Officer S-Sale D Class B Common Stock 22,500 9.04 203.3K 343,758
2024-03-22 Thayne Daren Officer S-Sale D Class B Common Stock 2,866 9.59 27.5K 365,958
2024-03-21 Thayne Daren Officer S-Sale D Class B Common Stock 41,218 9.33 384.6K 368,824
2024-03-21 Jolley David R Officer S-Sale D Class B Common Stock 23,338 9.33 217.8K 227,243
2024-03-21 James Joshua G Director / Officer / 10% Owner S-Sale D Class B Common Stock 107,000 9.38 1.00M 881,765
2024-03-20 Thayne Daren Officer A-Award A Class B Common Stock 25,417 0.00 410,042
2024-03-20 Jolley David R Officer A-Award A Class B Common Stock 20,581 0.00 250,581
2024-03-20 James Joshua G Director / Officer / 10% Owner A-Award A Class B Common Stock 35,634 0.00 988,765
2023-12-21 Thayne Daren Officer S-Sale D Class B Common Stock 6,690 9.88 66.1K 384,325
2023-09-21 Thayne Daren Officer S-Sale D Class B Common Stock 6,892 9.73 67.1K 391,015
2023-09-18 James Joshua G Director / Officer / 10% Owner P-Purchase A Class B Common Stock 25,400 9.71 246.5K 39,300
2023-09-15 James Joshua G Director / Officer / 10% Owner P-Purchase A Class B Common Stock 13,900 9.90 137.6K 13,900
2023-08-29 Daniel Daniel David III Director P-Purchase A Class B Common Stock 70,000 10.88 761.9K 261,400
2023-08-28 Daniel Daniel David III Director P-Purchase A Class B Common Stock 67,000 10.99 736.5K 191,400
2023-07-06 Daniel Daniel David III Director P-Purchase A Class B Common Stock 26,400 13.54 357.6K 124,400
2023-06-30 Strong Dan Director A-Award A Class B Common Stock 5,968 0.00 28,491
2023-06-30 Soto Renee Director A-Award A Class B Common Stock 5,968 0.00 28,491
2023-06-30 PESTANA JOHN R Director A-Award A Class B Common Stock 11,937 0.00 22,574
2023-06-30 KEARL JEFF Director A-Award A Class B Common Stock 11,937 0.00 41,401
2023-06-30 Daniel Daniel David III Director A-Award A Class B Common Stock 11,937 0.00 33,246
2023-06-30 Clark Carine S. Director A-Award A Class B Common Stock 11,937 0.00 34,163
2023-06-21 Thayne Daren Officer S-Sale D Class B Common Stock 6,892 14.62 100.8K 397,907
2023-05-31 Daniel Daniel David III Director P-Purchase A Class B Common Stock 50,500 13.42 677.7K 98,000
2023-05-23 Daniel Daniel David III Director A-Award A Class B Common Stock 1,000 0.00 6,238
2023-05-15 Thayne Daren Officer A-Award A Class B Common Stock 200,000 0.00 404,799
2023-04-13 Daniel Daniel David III Director P-Purchase A Class B Common Stock 47,500 14.42 684.8K 47,500
2023-04-12 Jolley David R Officer P-Purchase A Class B Common Stock 5,000 14.00 70.0K 230,000
2023-04-03 Jolley David R Officer A-Award A Class B Common Stock 225,000 0.00 225,000
2023-04-03 James Joshua G Director / Officer / 10% Owner A-Award A Class B Common Stock 950,000 0.00 953,131
2023-03-31 Thayne Daren Officer S-Sale D Class B Common Stock 2,847 13.11 37.3K 204,799
2023-03-31 James Joshua G Director / Officer / 10% Owner P-Purchase A Class B Common Stock 123,850 14.54 1.80M 429,810
2023-03-29 Thayne Daren Officer A-Award A Class B Common Stock 9,931 0.00 207,346
2023-03-29 James Joshua G Director / Officer / 10% Owner A-Award A Class B Common Stock 950,000 0.00 953,131
2023-03-08 PESTANA JOHN R Director P-Purchase A Class B Common Stock 72,500 13.68 991.5K 96,490
2023-03-05 Jolley David R Officer 0 0.00 0
2023-03-03 Strong Dan Director A-Award A Class B Common Stock 22,523 0.00 22,523
2023-03-03 Soto Renee Director A-Award A Class B Common Stock 22,523 0.00 22,523
2023-01-17 James Joshua G 10% Owner S-Sale D Class B Common Stock 243 14.16 3.4K 0
2023-01-15 Thayne Daren Officer I Class B Common Stock 0 0.00 103,552
2022-12-22 Wong Catherine Officer S-Sale D Class B Common Stock 3,750 13.96 52.4K 295,008
2022-12-21 MELLOR JOHN M Officer S-Sale D Class B Common Stock 6,924 14.65 101.5K 365,353
2022-12-21 Felt Bruce C. Jr. Officer S-Sale D Class B Common Stock 5,525 14.69 81.2K 248,669
2022-11-30 James Joshua G 10% Owner S-Sale D Class B Common Stock 2,440 13.37 32.6K 3,131
2022-11-29 James Joshua G 10% Owner S-Sale D Class B Common Stock 50,089 13.30 666.4K 5,571
2022-11-28 James Joshua G Director S-Sale D Class B Common Stock 43,471 13.29 577.7K 105,092
2022-11-25 James Joshua G 10% Owner S-Sale D Class B Common Stock 17,222 13.40 230.7K 99,131
2022-11-23 James Joshua G Director S-Sale D Class B Common Stock 21,683 13.53 293.4K 157,462
2022-11-22 James Joshua G Director S-Sale D Class B Common Stock 50,011 12.88 644.1K 179,145
2022-11-21 James Joshua G 10% Owner S-Sale D Class B Common Stock 16,111 13.38 215.6K 9,915
2022-11-11 James Joshua G Director S-Sale D Class B Common Stock 2,380 15.11 36.0K 229,156
2022-11-10 James Joshua G 10% Owner S-Sale D Class B Common Stock 61,736 14.59 900.7K 30,980
2022-11-09 James Joshua G 10% Owner S-Sale D Class B Common Stock 7,284 13.13 95.6K 92,716
2022-09-22 Felt Bruce C. Jr. Officer S-Sale D Class B Common Stock 5,951 16.84 100.2K 254,194
2022-08-29 Wong Catherine Officer M-Exempt A Class B Common Stock 3,481 8.40 29.2K 302,508
2022-06-22 Wong Catherine Officer S-Sale D Class B Common Stock 600 26.49 15.9K 299,027
2022-06-22 MELLOR JOHN M Officer S-Sale D Class B Common Stock 6,788 27.30 185.3K 379,171
2022-06-02 PESTANA JOHN R Director A-Award A Class B Common Stock 2,524 0.00 10,637
2022-06-02 KEARL JEFF Director A-Award A Class B Common Stock 5,049 0.00 29,464
2022-06-02 EVAN DANA L Director A-Award A Class B Common Stock 5,049 0.00 19,278
2022-06-02 Durling Joy Driscoll Director A-Award A Class B Common Stock 5,049 0.00 24,658
2022-06-02 Daniel Daniel David III Director A-Award A Class B Common Stock 5,049 0.00 21,309
2022-06-02 Clark Carine S. Director A-Award A Class B Common Stock 5,049 0.00 22,226
2022-06-02 BROWN LAURENCE B JR Director A-Award A Class B Common Stock 5,049 0.00 8,314
2022-04-22 Wong Catherine Officer A-Award A Class B Common Stock 142,139 0.00 302,777
2022-04-22 MELLOR JOHN M Officer A-Award A Class B Common Stock 71,667 0.00 385,372
2022-04-13 Durling Joy Driscoll Director S-Sale D Class B Common Stock 1,940 51.68 100.3K 19,609
2022-04-11 James Joshua G Director J-Other A Class A Common Stock 243 0.00 243
2022-04-04 Wong Catherine Officer X-InTheMoney D Stock Option (right to buy) 475 27.60 13.1K 39,524
2022-04-01 Daniel Daniel David III Director A-Award A Class B Common Stock 400 0.00 3,938
2022-03-23 MELLOR JOHN M Officer S-Sale D Class B Common Stock 11,203 49.90 559.1K 146,482
2022-03-22 James Joshua G 10% Owner S-Sale D Class B Common Stock 26,160 49.63 1.30M 341,250
2022-03-18 Felt Bruce C. Jr. Officer S-Sale D Class B Common Stock 20,000 48.52 970.5K 260,145
2022-03-17 Wong Catherine Officer S-Sale D Class B Common Stock 6,800 49.93 339.6K 160,276
2022-03-15 Wong Catherine Officer A-Award A Class B Common Stock 8,521 0.00 170,826
2022-03-15 MELLOR JOHN M Officer A-Award A Class B Common Stock 9,700 0.00 157,685
2022-03-15 Felt Bruce C. Jr. Officer A-Award A Class B Common Stock 87,822 0.00 280,145
2022-03-03 MELLOR JOHN M Officer D Class B Common Stock 0 0.00 147,985
2022-03-01 PESTANA JOHN R Director A-Award A Class B Common Stock 8,113 0.00 8,113
2022-03-01 MELLOR JOHN M Officer D Class B Common Stock 0 0.00 180,100
2022-01-31 Wong Catherine Officer 0 0.00 0
2022-01-31 James Joshua G Director / Officer / 10% Owner I Class B Common Stock 0 0.00 10,000
2022-01-31 Gorenberg Mark Director 0 0.00 0
2021-12-22 Wong Catherine Officer S-Sale D Class B Common Stock 5,104 51.16 261.1K 174,985
2021-12-20 James Joshua G Director / Officer / 10% Owner F-InKind D Class B Common Stock 16,613 49.68 825.3K 767,410
2021-12-20 Felt Bruce C. Jr. Officer F-InKind D Class B Common Stock 7,542 49.68 374.7K 192,323
2021-12-07 Wong Catherine Officer M-Exempt A Class B Common Stock 28,150 8.40 236.5K 180,089
2021-10-22 BROWN LAURENCE B JR Director A-Award A Class B Common Stock 3,265 0.00 3,265
2021-10-08 Wong Catherine Officer S-Sale D Class B Common Stock 11,324 81.17 919.2K 151,939
2021-09-21 Wong Catherine Officer S-Sale D Class B Common Stock 4,550 78.57 357.5K 163,263
2021-09-21 Felt Bruce C. Jr. Officer S-Sale D Class B Common Stock 7,450 78.36 583.8K 199,865
2021-09-20 James Joshua G Director / Officer / 10% Owner F-InKind D Class B Common Stock 16,613 77.06 1.28M 784,023
2021-07-20 Daniel Daniel David III Director A-Award A Class B Common Stock 1,000 0.00 4,938
2021-06-23 EVAN DANA L Director S-Sale D Class B Common Stock 667 81.54 54.4K 14,229
2021-06-22 Wong Catherine Officer S-Sale D Class B Common Stock 4,542 78.51 356.6K 167,813
2021-06-22 Felt Bruce C. Jr. Officer S-Sale D Class B Common Stock 7,540 80.18 604.5K 207,315
2021-06-22 EVAN DANA L Director S-Sale D Class B Common Stock 1,000 78.70 78.7K 14,896
2021-06-21 James Joshua G Director / Officer / 10% Owner F-InKind D Class B Common Stock 16,612 80.29 1.33M 800,636
2021-06-02 KEARL JEFF Director A-Award A Class B Common Stock 2,257 0.00 24,415
2021-06-02 EVAN DANA L Director A-Award A Class B Common Stock 2,257 0.00 15,896
2021-06-02 Durling Joy Driscoll Director A-Award A Class B Common Stock 2,257 0.00 21,549
2021-06-02 Daniel Daniel David III Director A-Award A Class B Common Stock 2,257 0.00 16,260
2021-06-02 Clark Carine S. Director A-Award A Class B Common Stock 2,257 0.00 17,177
2021-03-22 Wong Catherine Officer F-InKind D Class B Common Stock 13,606 66.12 899.6K 167,942
2021-03-22 James Joshua G Director / Officer / 10% Owner F-InKind D Class B Common Stock 65,883 66.12 4.36M 817,248
2021-03-22 Felt Bruce C. Jr. Officer F-InKind D Class B Common Stock 18,191 66.12 1.20M 213,016
2021-03-09 Wong Catherine Officer A-Award A Class B Common Stock 40,000 0.00 181,548
2021-03-09 James Joshua G Director / Officer / 10% Owner A-Award A Class B Common Stock 120,000 0.00 883,131
2021-03-09 Felt Bruce C. Jr. Officer A-Award A Class B Common Stock 60,000 0.00 231,207
2021-01-12 Wong Catherine Officer S-Sale D Class B Common Stock 4,000 61.92 247.7K 141,548
2020-12-21 Wong Catherine Officer F-InKind D Class B Common Stock 6,738 67.57 455.3K 145,548
2020-12-21 Felt Bruce C. Jr. Officer F-InKind D Class B Common Stock 8,471 67.57 572.4K 171,207
2020-12-16 Felt Bruce C. Jr. Officer M-Exempt A Class B Common Stock 50,000 25.50 1.28M 229,678
2020-12-14 Felt Bruce C. Jr. Officer M-Exempt A Class B Common Stock 100,000 25.50 2.55M 302,208
2020-12-11 EVAN DANA L Director S-Sale D Class B Common Stock 4,699 46.50 218.5K 13,639
2020-12-07 Felt Bruce C. Jr. Officer S-Sale D Class B Common Stock 2,567 47.71 122.5K 202,208
2020-12-04 Felt Bruce C. Jr. Officer S-Sale D Class B Common Stock 9,547 45.31 432.6K 204,775
2020-09-22 Wong Catherine Officer F-InKind D Class B Common Stock 2,352 0.00 151,090
2020-09-22 Felt Bruce C. Jr. Officer F-InKind D Class B Common Stock 2,822 0.00 214,322
2020-09-10 Felt Bruce C. Jr. Officer S-Sale D Class B Common Stock 7,815 42.50 332.1K 217,144
2020-09-08 Felt Bruce C. Jr. Officer S-Sale D Class B Common Stock 3,500 40.00 140.0K 224,959
2020-09-01 EVAN DANA L Director A-Award A Class B Common Stock 5,305 0.00 18,338
2020-08-01 Daniel Daniel David III Director A-Award A Class B Common Stock 200 0.00 3,317
2020-07-16 Wong Catherine Officer S-Sale D Class B Common Stock 7,575 32.61 247.0K 164,610
2020-07-09 Felt Bruce C. Jr. Officer S-Sale D Class B Common Stock 5,324 38.02 202.4K 240,506

Executive team

Top executives
EBIT / Employee
-64.8K
Shares Outstanding
41.88M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Joshua G. James Founder and Chief Executive Officer 500.0K 2.17M 16.2K 2.69M 80.80%
2 2025 Tod Crane Chief Financial Officer 328.8K 1.32M 54.0K 16.2K 1.72M 76.86%
3 2025 Daren Thayne Chief Technology Officer and Executive Vice President of Product 400.0K 756.1K 17.6K 1.17M 64.42%
4 2025 David Jolley Former Chief Financial Officer 355.0K 709.8K 16.7K 1.08M 65.63%
5 2024 Joshua G. James Founder and Chief Executive Officer 454.8K 13.38M 13.8K 13.84M 96.62%
6 2024 David Jolley Chief Financial Officer 377.5K 3.17M 15.4K 3.56M 88.97%
7 2024 David Jolley Former Chief Financial Officer 377.5K 3.17M 13.4K 3.56M 89.02%
8 2024 Daren Thayne Chief Technology Officer and Executive Vice President of Product 400.0K 3.01M 14.9K 3.42M 87.89%
9 2024 John Mellor Former Chief Executive Officer 92.6K 734.7K 827.3K 0.00%
10 2024 Bruce Felt Former Chief Financial Officer 87.4K 453.6K 541.1K 0.00%
11 2023 John Mellor Former Chief Executive Officer 440.3K 7.36M 16.4K 7.82M 94.16%
12 2023 Catherine Wong Former Chief Operating Officer and Executive Vice President of Engineering 469.3K 5.95M 228.3K 6.65M 89.51%
13 2023 Bruce Felt Former Chief Financial Officer 448.5K 3.06M 124.2K 18.0K 3.65M 83.82%
14 2023 Daren Thayne Chief Technology Officer and Executive Vice President of Engineering 398.5K 5.0K 816.2K 125.9K 14.0K 1.36M 60.03%
15 2023 Daren Thayne Chief Technology Officer and Executive Vice President of Product 398.5K 5.0K 816.2K 125.9K 13.8K 1.36M 60.04%
16 2023 Joshua G. James Founder and Chief Executive Officer 91.7K 4.1K 95.8K 0.00%
17 2022 Joshua G. James Founder and Chief Executive Officer 515.4K 7.48M 13.5K 8.01M 93.39%
18 2022 Joshua G. James Founder and Former Chief Executive Officer and Director 515.4K 7.48M 13.5K 8.01M 93.39%
19 2022 Bruce Felt Chief Financial Officer 449.3K 3.74M 523.3K 25.9K 4.74M 78.93%
20 2022 Bruce Felt Former Chief Financial Officer 449.3K 3.74M 523.3K 25.9K 4.74M 78.93%
21 2022 Catherine Wong Chief Operating Officer and Executive Vice President of Engineering 397.7K 2.49M 591.5K 13.8K 3.50M 71.31%
22 2022 Catherine Wong Former Chief Operating Officer and Executive Vice President of Engineering 397.7K 2.49M 591.5K 13.8K 3.50M 71.31%
23 2021 Joshua G. James Founder and Former Chief Executive Officer and Director 487.1K 11.39M 500.0K 9.8K 12.38M 91.95%
24 2021 Joshua G. James Founder, Chief Executive Officer and Director 487.1K 11.39M 500.0K 9.8K 12.38M 91.95%
25 2021 Joshua G. James Founder and Chief Executive Officer 487.1K 11.39M 500.0K 9.8K 12.38M 91.95%
26 2021 Bruce Felt Former Chief Financial Officer 418.6K 2.47M 275.0K 26.0K 3.19M 77.42%
27 2021 Bruce Felt Chief Financial Officer 418.6K 2.47M 275.0K 26.0K 3.19M 77.42%
28 2021 Catherine Wong Chief Operating Officer and Executive Vice President of Engineering 371.8K 19.9K 1.52M 325.0K 14.6K 2.25M 67.49%
29 2021 Catherine Wong Chief Product Officer and Executive Vice President of Engineering 371.8K 19.9K 1.52M 325.0K 14.6K 2.25M 67.49%
30 2021 Catherine Wong Former Chief Operating Officer and Executive Vice President of Engineering 371.8K 19.9K 1.52M 325.0K 14.6K 2.25M 67.49%
31 2020 Catherine Wong Chief Operating Officer and Executive Vice President of Engineering 335.4K 416.5K 11.2K 763.1K 0.00%
32 2020 Catherine Wong Chief Product Officer and Executive Vice President of Engineering 335.4K 416.5K 11.2K 763.1K 0.00%
33 2020 Joshua G. James Founder and Former Chief Executive Officer and Director 400.0K 6.0K 357.0K 13.5K 759.8K 0.00%
34 2020 Joshua G. James Founder, Chief Executive Officer and Director 400.0K 6.0K 357.0K 13.5K 759.8K 0.00%
35 2020 Bruce Felt Chief Financial Officer 375.0K 223.1K 47.2K 645.4K 0.00%
36 2019 Bruce Felt Chief Financial Officer 377.2K 807.9K 198.7K 33.4K 1.42M 57.01%
37 2019 Catherine Wong Chief Product Officer and Executive Vice President of Engineering 350.0K 495.9K 371.5K 13.8K 1.23M 40.17%
38 2019 Joshua G. James Founder, Chief Executive Officer and Director 400.4K 317.9K 15.1K 733.5K 0.00%
39 2018 Bruce Felt Chief Financial Officer 350.0K 100.0K 2.34M 23.8K 2.81M 83.16%
40 2018 Catherine Wong Chief Product Officer and Executive Vice President of Engineering 350.0K 450.0K 1.95M 11.6K 2.76M 70.61%
41 2018 Joshua G. James Founder, Chief Executive Officer and Director 350.0K 12.7K 362.7K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-05-13 DEFA14A
2025-05-13 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-15 SC 13G/A
2026-05-14 SC 13G/A
2026-04-29 SC 13G
2026-04-16 10-K
2026-04-15 4
2026-04-08 SC 13G/A
2026-04-03 S-8
2026-03-26 SC 13G/A
2026-03-24 4
2026-03-24 4

Executive team

NameTitleCompensationGender
Joshua G. James Founder, Chief Executive Officer & Director 516.2K male
Daren Thayne CTO, Executive VP of Product & Interim Principal Executive Officer 417.6K male
Tod Crane Chief Financial Officer 399.0K male
Carine Strom Clark Executive Chairman 172.5K female
Jeff Skousen President of International male
Cory Edwards Vice President of Corporate Communications
Mark Boothe Chief Marketing Officer male
Peter Caldwell Lowry Vice President of Investor Relations male
Alexis Coll Chief Legal Officer female
Madison McCord Chief Human Resources Officer female
ESG Rating
B
SOFTWARE - APPLICATION
Rank: 9 out of 20
2026
E (Environmental)
72.9 / 66.0
Company / Sector avg.
S (Social)
63.7 / 69.5
Company / Sector avg.
G (Governance)
61.4 / 67.5
Company / Sector avg.
ESG Total
66.0 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2021-02-02 2021-02-04 John Curtis uT03 Sale (Full) $15,001 - $50,000
2019-12-23 2020-04-09 John Curtis UT03 Sale (Partial) $1,001 - $15,000
2019-08-02 2020-04-09 John Curtis UT03 Purchase $1,001 - $15,000
2019-06-24 2020-04-27 Donna Shalala FL27 -- Sale (Full) $1,001 - $15,000
2019-04-29 2020-04-09 John Curtis UT03 Purchase $1,001 - $15,000
2019-03-19 2020-04-27 Donna Shalala FL27 -- Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits