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Viant Technology Inc. (DSP)

USD12.90 +0.20 (+1.58%)
US NASDAQ Technology Software - Application
Address 2722 Michelson Drive 92612
Irvine, CA, US
CEO Tim Vanderhook
IPO 2021-02-10
CIK 1828791 ISIN US92557A1016

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Description

Viant Technology Inc. specializes in providing advanced advertising technology solutions. Among its key offerings is ViantAI, an artificial intelligence product suite. The company also provides Holistic, an integrated Omnichannel Demand-Side Platform (DSP) designed to streamline the management of advertising campaigns across various channels and provide access to crucial performance metrics. Its Household ID solution unifies diverse digital and personal identifiers to create a consistent profile for entire households. Furthermore, IRIS_ID serves as a content identifier, enabling partners to exchange granular video data, which facilitates enhanced planning, precise targeting, and comprehensive measurement for advertising within streaming platforms. The Viant Data Platform empowers users to merge their proprietary first-party data with information from leading third-party providers, unlocking valuable insights, robust reporting capabilities, and precise attribution. Additionally, the company features Direct Access, a supply path optimization program that establishes a streamlined route to high-quality advertising inventory. Its Advanced Reporting and Measurement tools deliver detailed analytics, encompassing conversion lift analysis, multi-touch attribution, foot-traffic insights, digital out-of-home (DOOH) performance, sales reports, and return on ad spend (ROAS) analytics. A Flexible Customer Engagement Model is also provided, ensuring clients benefit from transparency and maintain control over their advertising initiatives and the supporting data infrastructure. Viant distributes its platform through a dedicated direct sales team, concentrating on business development across diverse markets. Its clientele includes buyers of programmatic advertising inventory, a range of advertising agencies – from large enterprises to independent and mid-market firms – and individual marketers. Established in 1999, the company maintains its headquarters in Irvine, California. Viant Inc., a component of this entity, functions as a subsidiary of American Lifecare Holdings Inc.

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
USD12.90 +0.20 (+1.58%)
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Volume Profile
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Liquidity & share structure
Average Volume
272.1K
Beta
1.04
Float Shares
52.09M
Free Float %
81.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-12.04% -6.86% +11.47% +9.97% -2.49% -12.04% -29.02% +129.72% -61.21% -77.81% -77.81%
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 (13 ratings, all time) Buy
Price Targets & DCF
Current price
12.90
Low 14.50 +12.4%
Consensus 15.25 +18.2%
Median 15.25 +18.2%
High 16.00 +24.0%
DCF (Unlevered) 3.64 -71.8%
DCF (Levered) 17.62 +36.6%

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

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 8 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
16.00
+24.0%
Last Quarter 2
15.25
+18.2%
Last Year 5
15.20
+17.8%
All Time 12
14.63
+13.4%
Quality scores
Altman Z-Score
4.97
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers ★ Strong MOAT
  • Revenue growth Software - Application: +13.0%
    +19.0% Q1'26: +25.3% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +270.4% Q1'26: -59.6% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    +47.8% Q1'26: +3.0% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    +43.3% Q1'26: +0.0% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    +124.7% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    -7.6% Q1'26: +0.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    0.13× Q1'26: -1.48× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.00) × ERP
WACC = 97% × Ke + 3% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 3.64 Current price: 12.90
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
3 EPS Ana.
Dec 2027
6 Rev. Ana.
3 EPS Ana.
Dec 2028
4 Rev. Ana.
1 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
165.25M
est: 109.87M (+50.4%)
224.13M
est: 142.22M (+57.6%)
197.17M
est: 125.15M (+57.5%)
222.93M
est: 243.25M (-8.4%)
289.24M
est: 175.46M (+64.8%)
344.20M
est: 207.16M (+66.1%)
249.11M
247.69M – 250.52M
+20.2% YoY
291.78M
289.07M – 294.48M
+17.1% YoY
333.87M
327.72M – 340.27M
+14.4% YoY
378.00M
371.04M – 385.25M
+13.2% YoY
426.87M
419.00M – 435.05M
+12.9% YoY
EBITDA
31.78M
est: -1.74M (+1,926.2%)
-31.65M
est: -2.25M (-1,305.1%)
-36.13M
est: -1.98M (-1,722.5%)
-3.57M
est: 10.48M (-134.0%)
19.94M
est: 7.56M (+163.9%)
167.57M
est: 8.92M (+1,778.4%)
10.73M
10.67M – 10.79M
+20.2% YoY
12.56M
12.45M – 12.68M
+17.1% YoY
14.38M
14.11M – 14.65M
+14.4% YoY
16.28M
15.98M – 16.59M
+13.2% YoY
18.38M
18.04M – 18.73M
+12.9% YoY
EBIT
21.68M
est: -8.34M (+359.8%)
-42.80M
est: -10.80M (-296.3%)
-49.26M
est: -9.50M (-418.4%)
-18.30M
est: -3.81M (-380.2%)
3.48M
est: -2.75M (+226.5%)
148.87M
est: -3.24M (+4,687.8%)
-3.90M
-3.92M – -3.88M
-20.2% YoY
-4.57M
-4.61M – -4.53M
-17.1% YoY
-5.23M
-5.33M – -5.13M
-14.4% YoY
-5.92M
-6.03M – -5.81M
-13.2% YoY
-6.69M
-6.81M – -6.56M
-12.9% YoY
Net Income
11.26M
est: 370.64M (-97.0%)
-7.74M
est: -15.87M (+51.2%)
-11.91M
est: -17.32M (+31.2%)
-3.44M
est: -3.10M (-10.9%)
2.36M
est: 10.44M (-77.4%)
24.10M
est: 9.53M (+152.9%)
22.52M
21.97M – 23.07M
+136.4% YoY
31.49M
30.72M – 32.26M
+39.9% YoY
39.04M
38.09M – 40.00M
+24.0% YoY
63.69M
62.17M – 65.28M
+63.1% YoY
85.13M
83.09M – 87.25M
+33.7% YoY
SGA
46.53M
est: 46.52M (+0.0%)
111.95M
est: 60.21M (+85.9%)
108.41M
est: 52.99M (+104.6%)
96.00M
est: 105.88M (-9.3%)
104.85M
est: 76.38M (+37.3%)
114.97M
est: 90.18M (+27.5%)
108.43M
107.82M – 109.05M
+20.2% YoY
127.01M
125.83M – 128.19M
+17.1% YoY
145.33M
142.65M – 148.12M
+14.4% YoY
164.54M
161.51M – 167.69M
+13.2% YoY
185.81M
182.39M – 189.37M
+12.9% YoY
EPS
0.11
est: 18.11 (-99.4%)
-0.13
est: -0.78 (+83.2%)
-0.19
est: -0.84 (+77.4%)
-0.05
est: -0.05 (-9.7%)
0.04
est: 0.17 (-77.7%)
0.13
est: 0.16 (-16.1%)
0.36
0.35 – 0.37
+133.7% YoY
0.51
0.49 – 0.52
+39.9% YoY
0.63
0.61 – 0.64
+24.0% YoY
1.03
1.00 – 1.05
+63.2% YoY
1.37
1.34 – 1.40
+33.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-16 Rosenblatt Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 4/5 4/5 3/5 2/5 2/5 3/5
2026-05-08 A- 4/5 4/5 4/5 3/5 2/5 3/5 4/5
2026-05-07 A- 4/5 4/5 4/5 3/5 2/5 3/5 4/5
2026-05-06 A- 4/5 4/5 4/5 3/5 2/5 3/5 4/5
2026-05-05 A- 4/5 4/5 4/5 3/5 2/5 3/5 4/5
2026-05-04 A- 4/5 4/5 4/5 3/5 2/5 3/5 4/5
2026-05-01 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-04-30 B+ 3/5 4/5 3/5 3/5 2/5 3/5 4/5
2026-04-29 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-04-28 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-04-27 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-04-24 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-04-23 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-04-22 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-04-21 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-04-20 B+ 3/5 4/5 3/5 3/5 2/5 3/5 3/5
2026-04-17 B 3/5 4/5 3/5 3/5 2/5 2/5 3/5
2026-04-16 B 3/5 4/5 3/5 3/5 2/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
60.00M
OE per share TTM
0.94
Owner's Yield
31.78%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
16.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
40
Total invested
16.69M
Insider transactions (90d)
12
Beneficial owners (>5%)
23
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Four Brothers 2 LLC 28.45M 67.50% 28.45M 28.45M OO California 2022-02-14
2 Capital V LLC 28.45M 64.70% 28.45M 28.45M OO California 2024-02-14
3 Christopher Vanderhook 8.55M 34.60% 8.55M 8.55M IN United States of America 2024-11-08
4 Timothy Vanderhook 8.55M 34.60% 8.55M 8.55M IN United States of America 2024-11-08
5 of 5 pages 7.83M 36.40% 7.83M 7.83M IN 2022-02-14
6 Abigail P. Johnson 1.73M 15.00% 1.73M IN Delaware 2021-03-10
7 FMR LLC 1.73M 15.00% 179.5K 1.73M HC Delaware 2021-03-10
8 52-2343049 1.15M 7.39% 1.15M 1.15M IA New York 2024-01-30
9 Larry Madden 1.04M 6.00% 1.04M 1.04M 10.00 IN United States 2024-06-12
10 The Vanguard Group - 23-1945930 814.0K 5.24% 24.2K 784.7K 29.2K IA Pennsylvania 2024-02-13
11 (1) BlackRock, Inc. 783.0K 5.80% 780.1K 783.0K HC Delaware 2022-02-04
12 Kornitzer Capital Management, Inc. ("KCM"), 48-1069845 776.5K 11.00% 776.5K IA Kansas 2022-01-25
13 Fidelity Advisor Growth Opportunities Fund 751.2K 6.53% 751.2K IV Delaware 2021-03-10
14 13-3017981 109.5K 0.95% 109.5K 109.5K HC New York 2021-08-10
15 JPMORGAN CHASE & CO.13-2624428 50.0K 0.30% 41.1K 50.0K HC Delaware 2022-01-05
16 ICS Opportunities II LLC 0.00% OO 2021-03-26
17 ICS Opportunities, Ltd. 0.00% CO 2021-03-26
18 Integrated Assets, Ltd. 0.00% CO 2021-03-26
19 Integrated Core Strategies (US) LLC 0.00% OO 2021-03-26
20 Israel A. Englander 0.00% IN 2021-03-26
21 Millennium Group Management LLC 0.00% OO 2021-03-26
22 Millennium International Management LP 0.00% PN 2021-03-26
23 Millennium Management LLC 0.00% OO 2021-03-26

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
40
-74 vs prev Q
New positions
11
Closed positions
82
Increased
20
Reduced
10
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 NANO CAP NEW MILLENNIUM GROWTH FUND L P 72.5K +72.5K (+100.0%) 872.90M +872.9M (+100.0%) 0.44% +0.444 pp 0.74% +0.745 pp USD12.04 +0.0% 1 qtrs NEW
2 POTOMAC CAPITAL MANAGEMENT, INC. 37.0K +37.0K (+100.0%) 445.48M +445.5M (+100.0%) 0.23% +0.227 pp 0.36% +0.358 pp USD12.04 +0.0% 1 qtrs NEW
3 NVERSES CAPITAL, LLC 12.7K +12.7K (+100.0%) 153.14M +153.1M (+100.0%) 0.08% +0.078 pp 0.34% +0.343 pp USD12.04 +0.0% 1 qtrs NEW
4 BLACKROCK, INC. 1.18M +82.7K (+7.5%) 14.20M +4.7M (+50.0%) 7.22% +0.366 pp 0.00% +0.000 pp USD11.20 +7.5% 6 qtrs
5 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.16M -42.6K (-3.5%) 13.93M +3.6M (+34.6%) 7.08% -0.415 pp 0.81% +0.213 pp USD11.67 +3.2% 7 qtrs
6 VANGUARD GROUP INC 976.7K +36.7K (+3.9%) 11.76M +3.6M (+45.0%) 5.98% +0.104 pp 0.00% +0.000 pp USD27.19 -55.7% 20 qtrs
7 ROYCE & ASSOCIATES LP 912.0K +382.7K (+72.3%) 10.98M +6.4M (+140.4%) 5.58% +2.275 pp 0.11% +0.066 pp USD7.94 +51.6% 13 qtrs
8 RENAISSANCE TECHNOLOGIES LLC 493.8K +12.7K (+2.6%) 5.95M +1.8M (+43.2%) 3.02% +0.016 pp 0.01% +0.004 pp USD9.69 +24.3% 18 qtrs
9 MILLENNIUM MANAGEMENT LLC 430.0K +205.2K (+91.2%) 5.18M +3.2M (+166.8%) 2.63% +1.227 pp 0.00% +0.001 pp USD13.04 -7.7% 11 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 374.9K +24.6K (+7.0%) 4.51M +1.5M (+49.3%) 2.30% +0.106 pp 0.00% +0.000 pp USD21.14 -43.0% 20 qtrs
11 TOPLINE CAPITAL MANAGEMENT, LLC 369.0K +119.9K (+48.1%) 4.44M +2.3M (+106.7%) 2.26% +0.702 pp 0.40% +0.032 pp USD9.74 +23.6% 2 qtrs
12 STATE STREET CORP 306.2K -409.0 (-0.1%) 3.69M +1.0M (+39.3%) 1.87% -0.042 pp 0.00% +0.000 pp USD28.53 -57.8% 20 qtrs
13 INVENOMIC CAPITAL MANAGEMENT LP 228.2K +228.2K (+100.0%) 2.75M +2.7M (+100.0%) 1.40% +1.397 pp 0.13% +0.128 pp USD12.04 +0.0% 1 qtrs NEW
14 TUDOR INVESTMENT CORP ET AL 203.2K +11.5K (+6.0%) 2.45M +792.2K (+47.9%) 1.24% +0.046 pp 0.00% +0.002 pp USD11.97 +0.6% 5 qtrs
15 AMERIPRISE FINANCIAL INC 177.3K +40.2K (+29.3%) 2.14M +951.3K (+80.4%) 1.09% +0.228 pp 0.00% +0.000 pp USD14.22 -15.3% 5 qtrs
16 TREXQUANT INVESTMENT LP 164.0K +55.2K (+50.8%) 1.97M +1.0M (+110.3%) 1.00% +0.324 pp 0.02% +0.008 pp USD10.60 +13.6% 7 qtrs
17 NORTHERN TRUST CORP 159.7K -430.0 (-0.3%) 1.92M +541.0K (+39.1%) 0.98% -0.023 pp 0.00% +0.000 pp USD22.05 -45.4% 20 qtrs
18 MORGAN STANLEY 148.8K +31.7K (+27.1%) 1.79M +781.5K (+77.3%) 0.91% +0.179 pp 0.00% +0.000 pp USD11.58 +4.0% 20 qtrs
19 DIMENSIONAL FUND ADVISORS LP 148.0K +— (+0.0%) 1.78M +504.7K (+39.5%) 0.91% -0.019 pp 0.00% +0.000 pp USD6.25 +92.6% 14 qtrs
20 JANE STREET GROUP, LLC 147.8K -87.5K (-37.2%) 1.78M -251.4K (-12.4%) 0.90% -0.566 pp 0.00% +0.000 pp USD9.19 +31.0% 8 qtrs
21 ACADIAN ASSET MANAGEMENT LLC 146.9K -22.1K (-13.1%) 1.77M +311.0K (+21.4%) 0.90% -0.157 pp 0.00% +0.000 pp USD12.65 -4.8% 9 qtrs
22 RAYMOND JAMES FINANCIAL INC 146.5K -75.0 (-0.1%) 1.76M +498.9K (+39.4%) 0.90% -0.019 pp 0.00% +0.000 pp USD18.99 -36.6% 5 qtrs
23 JPMORGAN CHASE & CO 110.9K +85.1K (+330.0%) 1.34M +1.1M (+499.9%) 0.68% +0.518 pp 0.00% +0.000 pp USD13.38 -10.0% 20 qtrs
24 HARBOR CAPITAL ADVISORS, INC. 106.9K -10.1K (-8.7%) 1.29M +278.0K (+27.5%) 0.65% -0.077 pp 0.10% +0.022 pp USD12.60 -4.4% 4 qtrs
25 GLOBEFLEX CAPITAL L P 104.0K +— (+0.0%) 1.25M +354.6K (+39.5%) 0.64% -0.013 pp 0.19% +0.054 pp USD9.16 +31.4% 10 qtrs
26 GOLDMAN SACHS GROUP INC 99.2K -14.7K (-12.9%) 1.19M +211.5K (+21.5%) 0.61% -0.105 pp 0.00% +0.000 pp USD9.27 +29.9% 18 qtrs
27 NORWOOD INVESTMENT PARTNERS, LP 98.5K +98.5K (+100.0%) 1.19M +1.2M (+100.0%) 0.60% +0.603 pp 1.34% +1.336 pp USD12.04 +0.0% 1 qtrs NEW
28 STATE OF WISCONSIN INVESTMENT BOARD 78.7K -16.0K (-16.9%) 947.5K +130.3K (+15.9%) 0.48% -0.110 pp 0.00% +0.000 pp USD12.18 -1.1% 20 qtrs
29 CITADEL ADVISORS LLC 73.9K +73.9K (+100.0%) 890.0K +890.0K (+100.0%) 0.45% +0.453 pp 0.00% +0.000 pp USD12.04 +0.0% 1 qtrs NEW
30 TWO SIGMA INVESTMENTS, LP 73.0K -37.8K (-34.1%) 879.1K -77.4K (-8.1%) 0.45% -0.246 pp 0.00% 0.000 pp USD9.59 +25.5% 5 qtrs
31 FEDERATED HERMES, INC. 71.9K +3.8K (+5.6%) 865.3K +278.1K (+47.4%) 0.44% +0.015 pp 0.00% +0.000 pp USD10.20 +18.0% 10 qtrs
32 PRINCIPAL FINANCIAL GROUP INC 71.6K +23.6K (+49.3%) 861.9K +448.0K (+108.3%) 0.44% +0.139 pp 0.00% +0.000 pp USD10.99 +9.6% 3 qtrs
33 DEUTSCHE BANK AG\ 68.4K -13.4K (-16.4%) 823.4K +117.7K (+16.7%) 0.42% -0.092 pp 0.00% +0.000 pp USD11.87 +1.4% 20 qtrs
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 57.6K -21.2K (-26.9%) 694.1K +13.4K (+2.0%) 0.35% -0.140 pp 0.00% +0.000 pp USD17.11 -29.6% 18 qtrs
35 AQR CAPITAL MANAGEMENT LLC 57.6K +43.9K (+321.0%) 693.1K +575.1K (+487.4%) 0.35% +0.267 pp 0.00% +0.000 pp USD12.01 +0.2% 7 qtrs
36 BARCLAYS PLC 56.0K +16.7K (+42.6%) 673.9K +239.4K (+55.1%) 0.34% +0.097 pp 0.00% +0.000 pp USD10.35 +16.3% 16 qtrs
37 UBS GROUP AG 53.9K +27.4K (+103.4%) 648.6K +420.1K (+183.8%) 0.33% +0.164 pp 0.00% +0.000 pp USD13.74 -12.4% 20 qtrs
38 GSA CAPITAL PARTNERS LLP 53.5K -59.2K (-52.5%) 644.0K -329.0K (-33.8%) 0.33% -0.377 pp 0.06% -0.026 pp USD9.52 +26.5% 9 qtrs
39 BANK OF NEW YORK MELLON CORP 47.4K +7.0K (+17.3%) 570.5K +221.7K (+63.6%) 0.29% +0.038 pp 0.00% +0.000 pp USD15.33 -21.5% 20 qtrs
40 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 47.1K +3.1K (+7.1%) 567.5K +187.7K (+49.4%) 0.29% +0.014 pp 0.00% +0.000 pp USD31.03 -61.2% 20 qtrs
41 BANK OF AMERICA CORP /DE/ 45.7K +4.3K (+10.3%) 550.1K +192.8K (+53.9%) 0.28% +0.021 pp 0.00% +0.000 pp USD13.64 -11.7% 20 qtrs
42 TWO SIGMA ADVISERS, LP 36.3K -12.4K (-25.5%) 437.1K +16.8K (+4.0%) 0.22% -0.082 pp 0.00% +0.000 pp USD11.30 +6.5% 5 qtrs
43 ROCKEFELLER CAPITAL MANAGEMENT L.P. 35.2K +60.0 (+0.2%) 423.9K +120.6K (+39.8%) 0.22% -0.004 pp 0.00% +0.000 pp USD8.64 +39.4% 2 qtrs
44 QUANTINNO CAPITAL MANAGEMENT LP 34.4K +21.2K (+160.9%) 413.7K +300.0K (+264.0%) 0.21% +0.128 pp 0.00% +0.001 pp USD12.27 -1.9% 3 qtrs
45 VERITION FUND MANAGEMENT LLC 30.7K -21.0K (-40.6%) 369.6K -76.7K (-17.2%) 0.19% -0.135 pp 0.00% 0.000 pp USD11.90 +1.2% 5 qtrs
46 STRS OHIO 30.4K -8.9K (-22.6%) 366.0K +26.9K (+7.9%) 0.19% -0.060 pp 0.00% +0.000 pp USD11.37 +5.9% 6 qtrs
47 POINT72 ASSET MANAGEMENT, L.P. 29.7K +29.7K (+100.0%) 357.3K +357.3K (+100.0%) 0.18% +0.182 pp 0.00% +0.000 pp USD12.04 +0.0% 1 qtrs NEW
48 HSBC HOLDINGS PLC 28.0K +2.1K (+8.2%) 331.8K +115.8K (+53.7%) 0.17% +0.010 pp 0.00% +0.000 pp USD8.89 +35.4% 2 qtrs
49 NUVEEN, LLC 26.9K +— (+0.0%) 324.3K +91.9K (+39.5%) 0.17% -0.004 pp 0.00% +0.000 pp USD12.41 -3.0% 4 qtrs
50 ALLIANCEBERNSTEIN L.P. 23.1K +— (+0.0%) 278.2K +78.8K (+39.5%) 0.14% -0.003 pp 0.00% +0.000 pp USD11.68 +3.1% 7 qtrs
51 RHUMBLINE ADVISERS 22.4K -20.2K (-47.4%) 269.4K -97.7K (-26.6%) 0.14% -0.129 pp 0.00% 0.000 pp USD5.67 +112.3% 15 qtrs
52 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 20.9K +20.9K (+100.0%) 252.0K +252.0K (+100.0%) 0.13% +0.128 pp 0.01% +0.009 pp USD12.04 +0.0% 4 qtrs
53 FRANKLIN RESOURCES INC 19.5K +8.0K (+68.9%) 235.2K +135.4K (+135.7%) 0.12% +0.047 pp 0.00% +0.000 pp USD10.02 +20.2% 2 qtrs
54 GRAHAM CAPITAL MANAGEMENT, L.P. 16.9K -844.0 (-4.8%) 203.7K +50.4K (+32.9%) 0.10% -0.007 pp 0.00% +0.002 pp USD8.63 +39.5% 2 qtrs
55 WELLS FARGO & COMPANY/MN 16.3K +8.0K (+96.2%) 195.9K +124.3K (+173.7%) 0.10% +0.048 pp 0.00% +0.000 pp USD12.06 -0.2% 20 qtrs
56 QUEST PARTNERS LLC 15.9K -6.0K (-27.3%) 191.5K +2.6K (+1.4%) 0.10% -0.039 pp 0.01% -0.002 pp USD9.56 +25.9% 4 qtrs
57 ENGINEERS GATE MANAGER LP 15.0K +4.1K (+38.1%) 180.3K +86.7K (+92.6%) 0.09% +0.024 pp 0.00% +0.001 pp USD13.78 -12.6% 6 qtrs
58 D. E. SHAW & CO., INC. 13.6K +13.6K (+100.0%) 164.3K +164.3K (+100.0%) 0.08% +0.084 pp 0.00% +0.000 pp USD12.04 +0.0% 1 qtrs NEW
59 F/M INVESTMENTS LLC 13.3K -265.0 (-2.0%) 159.5K +42.9K (+36.8%) 0.08% -0.003 pp 0.01% +0.002 pp USD12.41 -3.0% 4 qtrs
60 BREVAN HOWARD CAPITAL MANAGEMENT LP 11.3K +11.3K (+100.0%) 136.5K +136.5K (+100.0%) 0.07% +0.069 pp 0.00% +0.002 pp USD12.04 +0.0% 1 qtrs NEW
61 WALLEYE CAPITAL LLC 10.7K +10.7K (+100.0%) 128.4K +128.4K (+100.0%) 0.07% +0.065 pp 0.00% +0.000 pp USD12.04 +0.0% 1 qtrs NEW
62 XTX TOPCO LTD 10.2K -39.9K (-79.6%) 123.4K -309.3K (-71.5%) 0.06% -0.251 pp 0.00% -0.019 pp USD8.63 +39.5% 2 qtrs
63 METLIFE INVESTMENT MANAGEMENT, LLC 8.8K +8.8K (+100.0%) 105.5K +105.5K (+100.0%) 0.05% +0.054 pp 0.00% +0.001 pp USD12.04 +0.0% 8 qtrs
64 SIMPLEX TRADING, LLC 8.6K +8.6K (+100.0%) 103.9K +103.9K (+100.0%) 0.05% +0.053 pp 0.00% +0.000 pp USD12.04 +0.0% 4 qtrs
65 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 8.0K +— (+0.0%) 96.3K +27.3K (+39.5%) 0.05% -0.001 pp 0.00% +0.000 pp USD8.63 +39.5% 2 qtrs
66 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 6.9K +631.0 (+10.1%) 83.1K +29.0K (+53.5%) 0.04% +0.003 pp 0.00% +0.000 pp USD10.80 +11.5% 7 qtrs
67 STATE OF ALASKA, DEPARTMENT OF REVENUE 5.4K +5.4K (+100.0%) 64.0K +64.0K (+100.0%) 0.03% +0.033 pp 0.00% +0.001 pp USD12.04 +0.0% 1 qtrs NEW
68 ADVISOR GROUP HOLDINGS, INC. 5.3K -90.4K (-94.5%) 63.3K -928.3K (-93.6%) 0.03% -0.566 pp 0.00% -0.001 pp USD17.20 -30.0% 20 qtrs
69 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 5.0K -534.0 (-9.6%) 60.4K +12.5K (+26.1%) 0.03% -0.004 pp 0.00% +0.000 pp USD14.46 -16.7% 5 qtrs
70 FMR LLC 4.8K -15.8K (-76.8%) 57.5K -119.9K (-67.6%) 0.03% -0.099 pp 0.00% +0.000 pp USD9.33 +29.0% 20 qtrs
71 NEW YORK STATE COMMON RETIREMENT FUND 4.7K +— (+0.0%) 56.9K +16.1K (+39.5%) 0.03% -0.001 pp 0.00% +0.000 pp USD15.79 -23.7% 20 qtrs
72 BNP PARIBAS ARBITRAGE, SNC 4.6K -3.3K (-41.6%) 55.9K -12.6K (-18.5%) 0.03% -0.021 pp 0.00% +0.000 pp USD10.57 +13.9% 5 qtrs
73 ROYAL BANK OF CANADA 4.3K -16.3K (-79.1%) 52.0K -125.0K (-70.6%) 0.03% -0.102 pp 0.00% +0.000 pp USD12.91 -6.7% 20 qtrs
74 FARTHER FINANCE ADVISORS, LLC 3.0K -542.0 (-15.3%) 36.3K +5.6K (+18.2%) 0.02% -0.004 pp 0.00% 0.000 pp USD8.63 +39.5% 2 qtrs
75 CWM, LLC 2.8K +2.3K (+431.0%) 34.0K +29.0K (+580.0%) 0.02% +0.014 pp 0.00% +0.000 pp USD12.12 -0.7% 7 qtrs
76 RUSSELL INVESTMENTS GROUP, LTD. 2.6K +1.2K (+86.9%) 31.8K +19.6K (+160.8%) 0.02% +0.007 pp 0.00% +0.000 pp USD10.69 +12.6% 7 qtrs
77 AMERITAS INVESTMENT PARTNERS, INC. 1.6K +— (+0.0%) 19.3K +5.5K (+39.5%) 0.01% 0.000 pp 0.00% +0.000 pp USD37.48 -67.9% 20 qtrs
78 PINNACLE WEALTH PLANNING SERVICES, INC. 1.6K +1.6K (+100.0%) 19.2K +19.2K (+100.0%) 0.01% +0.010 pp 0.00% +0.002 pp USD12.04 +0.0% 1 qtrs NEW
79 LEGAL & GENERAL GROUP PLC 1.6K +243.0 (+18.0%) 19.2K +7.5K (+64.7%) 0.01% +0.001 pp 0.00% +0.000 pp USD31.82 -62.2% 20 qtrs
80 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 1.3K +876.0 (+219.0%) 15.4K +11.9K (+345.0%) 0.01% +0.005 pp 0.00% +0.001 pp USD11.41 +5.5% 3 qtrs
81 TOWER RESEARCH CAPITAL LLC (TRC) 1.3K -4.7K (-78.9%) 15.2K -36.4K (-70.6%) 0.01% -0.030 pp 0.00% -0.001 pp USD10.12 +19.0% 20 qtrs
82 CITIGROUP INC 1.1K -8.3K (-88.6%) 12.8K -67.7K (-84.1%) 0.01% -0.052 pp 0.00% +0.000 pp USD12.02 +0.2% 20 qtrs
83 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 916.00 -212.0 (-18.8%) 11.0K +1.3K (+13.3%) 0.01% -0.001 pp 0.00% +0.000 pp USD44.97 -73.2% 20 qtrs
84 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 760.00 +— (+0.0%) 9.2K +2.6K (+39.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD9.80 +22.9% 4 qtrs
85 ASPECT PARTNERS, LLC 735.00 +10.0 (+1.4%) 8.8K +2.6K (+41.4%) 0.00% +0.000 pp 0.00% +0.001 pp USD8.67 +38.9% 2 qtrs
86 UBS ASSET MANAGEMENT AMERICAS INC 723.00 +723.0 (+100.0%) 8.7K +8.7K (+100.0%) 0.00% +0.004 pp 0.00% +0.000 pp USD12.04 +0.0% 1 qtrs NEW
87 GAMMA INVESTING LLC 655.00 +462.0 (+239.4%) 7.9K +6.2K (+373.3%) 0.00% +0.003 pp 0.00% +0.000 pp USD12.39 -2.8% 5 qtrs
88 PRIVATE WEALTH MANAGEMENT GROUP, LLC 647.00 +— (+0.0%) 7.8K +2.2K (+39.5%) 0.00% 0.000 pp 0.00% +0.001 pp USD7.08 +70.1% 9 qtrs
89 ASSETMARK, INC 570.00 +— (+0.0%) 6.9K +1.9K (+39.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD8.63 +39.5% 2 qtrs
90 AMALGAMATED BANK 467.00 -62.0 (-11.7%) 6.0K +1.0K (+20.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD7.72 +56.0% 16 qtrs
91 COMERICA BANK 341.00 +341.0 (+100.0%) 4.1K +4.1K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD12.04 +0.0% 1 qtrs NEW
92 PLANTE MORAN FINANCIAL ADVISORS, LLC 325.00 +325.0 (+100.0%) 3.9K +3.9K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD12.04 +0.0% 1 qtrs NEW
93 OPTIVER HOLDING B.V. 272.00 +— (+0.0%) 3.3K +928.0 (+39.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD8.63 +39.5% 2 qtrs
94 VERSANT CAPITAL MANAGEMENT, INC 212.00 +212.0 (+100.0%) 2.6K +2.6K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD12.04 +0.0% 4 qtrs
95 SRS CAPITAL ADVISORS, INC. 106.00 -127.0 (-54.5%) 1.3K -733.0 (-36.5%) 0.00% -0.001 pp 0.00% +0.000 pp USD8.62 +39.7% 2 qtrs
96 STERLING CAPITAL MANAGEMENT LLC 88.00 +55.0 (+166.7%) 1.1K +775.0 (+271.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.10 -0.5% 6 qtrs
97 COVESTOR LTD 81.00 -557.0 (-87.3%) 1.0K -5.0K (-83.3%) 0.00% -0.004 pp 0.00% -0.003 pp USD11.42 +5.4% 11 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 51 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Federated Hermes MDT Small Cap Core ETF FSCC 0.13% 216.9K 0.51%
2 Vanguard U.S. Quality Factor ETF VFQY 0.11% 497.9K 0.13%
3 iShares Micro-Cap ETF IWC 0.05% 758.7K 0.60%
4 JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE 0.05% 273.1K 0.29%
5 KraneShares Man Buyout Beta Index ETF BUYO 0.03% 4.6K 0.89%
6 WisdomTree U.S. SmallCap Fund EES 0.02% 137.8K 0.38%
7 iShares Russell 2000 Growth ETF IWO 0.01% 2.12M 0.24%
8 Vanguard Russell 2000 Growth ETF VTWG 0.01% 177.9K 0.06%
9 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 578.8K 0.30%
10 U.S. Micro Cap Portfolio ETF DFMC 0.01% 612.2K 0.43%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.14
Bearish
Ratio by volume
0.25
Bearish
Buys
3
Sells
21
Shares acquired
62.5K
Shares disposed
251.7K
Cash buys
Cash sales
15.00
Net activity
-189,166
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
2026-04-23 MADDEN LARRY Officer S-Sale D Class A Common Stock 12,782 10.16 129.9K 553,699 D
2026-04-22 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,796 10.74 30.0K 0 I
2026-04-22 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,796 10.74 30.0K 0 I
2026-04-22 MADDEN LARRY Officer S-Sale D Class A Common Stock 13,263 10.74 142.4K 566,481 D
2026-04-22 Capital V LLC 10% Owner S-Sale D Class A Common Stock 8,389 10.74 90.1K 0 D
2026-04-21 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 4,704 10.91 51.3K 2,796 I
2026-04-21 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 4,704 10.91 51.3K 2,796 I
2026-04-21 MADDEN LARRY Officer S-Sale D Class A Common Stock 13,283 10.91 144.9K 579,744 D
2026-04-21 Capital V LLC 10% Owner S-Sale D Class A Common Stock 14,111 10.91 154.0K 8,389 D
2026-04-20 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,000 11.12 55.6K 7,500 I
2026-04-20 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,000 11.12 55.6K 7,500 I
2026-04-20 Capital V LLC 10% Owner S-Sale D Class A Common Stock 15,000 11.12 166.8K 22,500 D
2026-04-06 MADDEN LARRY Officer S-Sale D Class A Common Stock 7,297 11.31 82.5K 593,027 D
2026-04-02 MADDEN LARRY Officer S-Sale D Class A Common Stock 10,131 10.94 110.9K 600,324 D
2026-04-01 MADDEN LARRY Officer S-Sale D Class A Common Stock 7,410 11.27 83.5K 610,455 D
2026-03-19 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,920 11.42 33.4K 0 I
2026-03-19 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,920 11.42 33.4K 0 I
2026-03-19 Capital V LLC 10% Owner S-Sale D Class A Common Stock 8,760 11.42 100.1K 0 D
2026-03-18 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,000 12.00 60.0K 2,920 I
2026-03-18 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,000 12.00 60.0K 2,920 I
2026-03-18 Capital V LLC 10% Owner S-Sale D Class A Common Stock 15,000 12.00 180.0K 8,760 D
2026-03-17 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,000 11.80 59.0K 7,920 I
2026-03-17 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,000 11.80 59.0K 7,920 I
2026-03-17 Capital V LLC 10% Owner S-Sale D Class A Common Stock 15,000 11.80 176.9K 23,760 D
2026-03-15 MADDEN LARRY Officer A-Award A Class A Common Stock 249,258 0.00 617,865 D
2026-03-13 MADDEN LARRY Officer S-Sale D Class A Common Stock 1,658 13.03 21.6K 368,607 D
2026-03-10 Vanderhook Timothy Director / Officer / 10% Owner D-Return D Class A Common Stock 44,177 10.50 463.9K 218,005 D
2026-03-10 Vanderhook Christopher Director / Officer / 10% Owner D-Return D Class A Common Stock 44,177 10.50 463.9K 303,005 D
2026-03-10 MADDEN LARRY Officer F-InKind D Class A Common Stock 35,289 10.50 370.5K 370,265 D
2026-02-19 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 3,279 9.17 30.1K 420 I
2026-02-19 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 3,279 9.17 30.1K 420 I
2026-02-19 Capital V LLC 10% Owner S-Sale D Class A Common Stock 9,836 9.17 90.2K 1,260 D
2026-02-18 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 4,722 9.19 43.4K 3,699 I
2026-02-18 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 4,722 9.19 43.4K 3,699 I
2026-02-18 Capital V LLC 10% Owner S-Sale D Class A Common Stock 14,167 9.19 130.1K 11,096 D
2026-02-17 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 4,079 9.26 37.8K 8,421 I
2026-02-17 Vanderhook Christopher Director / Officer / 10% Owner M-Exempt D Class B Units 12,500 0.00 9,132,275 I
2026-02-17 Capital V LLC 10% Owner S-Sale D Class A Common Stock 12,237 9.26 113.4K 25,263 D
2026-01-22 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,574 12.87 33.1K 0 I
2026-01-22 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,574 12.87 33.1K 0 I
2026-01-22 MADDEN LARRY Officer S-Sale D Class A Common Stock 4,224 13.09 55.3K 405,554 D
2026-01-22 Capital V LLC 10% Owner S-Sale D Class A Common Stock 7,722 12.87 99.4K 0 D
2026-01-21 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 4,926 12.24 60.3K 2,574 I
2026-01-21 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 4,926 12.24 60.3K 2,574 I
2026-01-21 Capital V LLC 10% Owner S-Sale D Class A Common Stock 14,778 12.24 180.9K 7,722 D
2026-01-20 Vanderhook Timothy Director / Officer / 10% Owner M-Exempt D Class B Units 12,500 0.00 9,144,775 I
2026-01-20 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,000 11.94 59.7K 7,500 I
2026-01-20 Capital V LLC 10% Owner M-Exempt A Class A Common Stock 37,500 0.00 37,500 D
2025-12-19 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,500 11.79 29.5K 0 I
2025-12-19 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,500 11.79 29.5K 0 I
2025-12-19 Capital V LLC 10% Owner S-Sale D Class A Common Stock 7,500 11.79 88.4K 0 D
2025-12-18 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,000 11.93 59.6K 2,500 I
2025-12-18 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,000 11.93 59.6K 2,500 I
2025-12-18 Capital V LLC 10% Owner S-Sale D Class A Common Stock 15,000 11.93 178.9K 7,500 D
2025-12-17 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,000 11.74 58.7K 7,500 I
2025-12-17 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,000 11.74 58.7K 7,500 I
2025-12-17 MADDEN LARRY Officer S-Sale D Class A Common Stock 13,477 11.70 157.7K 409,778 D
2025-12-17 Capital V LLC 10% Owner S-Sale D Class A Common Stock 15,000 11.74 176.0K 22,500 D
2025-12-16 Vanderhook Timothy Director / Officer / 10% Owner M-Exempt D Class B Units 12,500 0.00 9,157,275 I
2025-12-16 Vanderhook Christopher Director / Officer / 10% Owner D-Return D Class B Common Stock 12,500 0.00 9,157,275 I
2025-12-16 Capital V LLC 10% Owner D-Return D Class B Common Stock 37,500 0.00 27,471,826 D
2025-09-17 Vanderhook Timothy Director / Officer / 10% Owner D-Return D Class A Common Stock 313,926 9.56 3.00M 0 I
2025-09-17 Vanderhook Christopher Director / Officer / 10% Owner D-Return D Class A Common Stock 313,926 9.56 3.00M 0 I
2025-09-17 Capital V LLC 10% Owner D-Return D Class A Common Stock 941,777 9.56 9.00M 0 D
2025-09-16 Vanderhook Timothy Director / Officer / 10% Owner M-Exempt A Class A Common Stock 313,926 0.00 313,926 I
2025-09-16 Vanderhook Christopher Director / Officer / 10% Owner M-Exempt A Class A Common Stock 313,926 0.00 313,926 I
2025-09-16 Capital V LLC 10% Owner D-Return D Class B Common Stock 941,777 0.00 27,509,326 D
2025-09-15 Vanderhook Timothy Director / Officer / 10% Owner S-Sale D Class A Common Stock 8,782 9.73 85.4K 356,284 D
2025-09-15 Vanderhook Christopher Director / Officer / 10% Owner S-Sale D Class A Common Stock 8,782 9.73 85.4K 356,284 D
2025-09-15 MADDEN LARRY Officer S-Sale D Class A Common Stock 13,006 9.73 126.5K 423,255 D
2025-06-13 Vanderhook Timothy Director / Officer S-Sale D Class A Common Stock 8,960 13.08 117.2K 365,076 D
2025-06-13 Vanderhook Christopher Director / Officer S-Sale D Class A Common Stock 8,960 13.08 117.2K 365,076 D
2025-06-13 MADDEN LARRY Officer S-Sale D Class A Common Stock 13,265 13.08 173.5K 436,261 D
2025-06-06 VALDES MAX O Director S-Sale D Class A Common Stock 4,838 14.29 69.1K 21,591 D
2025-06-05 Yang Vivian Director A-Award A Class A Common Stock 12,382 0.00 93,913 D
2025-06-05 Wilson Brett Director A-Award A Class A Common Stock 12,382 0.00 35,919 D
2025-06-05 VALDES MAX O Director A-Award A Class A Common Stock 12,382 0.00 31,491 D
2025-05-20 VALDES MAX O Director G-Gift D Class A Common Stock 44,343 0.00 19,109 D
2025-05-12 Wilson Brett Director 0 0.00 0
2025-03-18 MADDEN LARRY Officer A-Award A Class A Common Stock 50,975 0.00 449,526 D
2025-03-15 MADDEN LARRY Officer A-Award A Class A Common Stock 112,423 0.00 398,551 D
2025-03-10 Vanderhook Timothy Director / Officer D-Return D Class A Common Stock 92,204 13.32 1.23M 374,036 D
2025-03-10 Vanderhook Christopher Director / Officer D-Return D Class A Common Stock 92,204 13.32 1.23M 374,036 D
2025-03-10 MADDEN LARRY Officer F-InKind D Class A Common Stock 58,212 13.32 775.4K 286,128 D
2025-02-05 MADDEN LARRY Officer S-Sale D Class A Common Stock 14,284 23.12 330.2K 344,340 D
2025-01-02 MADDEN LARRY Officer S-Sale D Class A Common Stock 14,284 18.76 268.0K 358,624 D
2024-12-19 Vanderhook Timothy Director / Officer M-Exempt D Non-qualified Stock Option (Right to Buy) 203,527 4.44 903.7K 178,105 D
2024-12-19 Vanderhook Christopher Director / Officer M-Exempt D Non-qualified Stock Option (Right to Buy) 203,527 4.44 903.7K 178,105 D
2024-12-18 Vanderhook Timothy Director / Officer G-Gift D Class A Common Stock 31,556 0.00 466,240 D
2024-12-18 Vanderhook Christopher Director / Officer G-Gift D Class A Common Stock 31,556 0.00 466,240 D
2024-12-10 Vanderhook Timothy Director / Officer D-Return D Class A Common Stock 8,636 21.37 184.6K 497,796 D
2024-12-10 Vanderhook Christopher Director / Officer D-Return D Class A Common Stock 8,636 21.37 184.6K 497,796 D
2024-12-10 MADDEN LARRY Officer F-InKind D Class A Common Stock 5,442 21.37 116.3K 372,908 D
2024-12-06 VALDES MAX O Director S-Sale D Class A Common Stock 7,500 20.51 153.8K 63,452 D
2024-12-04 MADDEN LARRY Officer S-Sale D Class A Common Stock 14,284 19.51 278.7K 378,350 D
2024-11-18 MADDEN LARRY Officer S-Sale D Class A Common Stock 3,917 17.44 68.3K 392,634 D
2024-11-15 MADDEN LARRY Officer S-Sale D Class A Common Stock 45,969 15.75 723.8K 415,138 D
2024-11-14 MADDEN LARRY Officer S-Sale D Class A Common Stock 4,262 16.20 69.0K 461,107 D
2024-10-28 MADDEN LARRY Officer S-Sale D Class A Common Stock 1,498 11.57 17.3K 528,350 D
2024-10-11 MADDEN LARRY Officer S-Sale D Class A Common Stock 2,768 11.23 31.1K 529,848 D
2024-10-10 MADDEN LARRY Officer S-Sale D Class A Common Stock 1,089 11.06 12.0K 532,616 D
2024-10-09 MADDEN LARRY Officer S-Sale D Class A Common Stock 1,953 11.19 21.9K 533,705 D
2024-09-24 MADDEN LARRY Officer S-Sale D Class A Common Stock 2,776 11.15 31.0K 535,658 D
2024-09-23 MADDEN LARRY Officer S-Sale D Class A Common Stock 3,084 11.05 34.1K 538,434 D
2024-09-20 MADDEN LARRY Officer S-Sale D Class A Common Stock 1,116 11.02 12.3K 541,518 D
2024-09-10 Vanderhook Timothy Director / Officer D-Return D Class A Common Stock 8,636 10.07 87.0K 506,432
2024-09-10 Vanderhook Christopher Director / Officer D-Return D Class A Common Stock 8,636 10.07 87.0K 506,432
2024-09-10 MADDEN LARRY Officer F-InKind D Class A Common Stock 14,005 10.07 141.0K 542,634
2024-08-26 MADDEN LARRY Officer S-Sale D Class A Common Stock 3,263 11.12 36.3K 556,639
2024-08-23 MADDEN LARRY Officer S-Sale D Class A Common Stock 3,885 11.16 43.4K 559,902
2024-06-10 Vanderhook Timothy Director / Officer D-Return D Class A Common Stock 8,529 9.23 78.7K 515,068
2024-06-10 Vanderhook Christopher Director / Officer D-Return D Class A Common Stock 8,529 9.23 78.7K 515,068
2024-06-10 MADDEN LARRY Officer F-InKind D Class A Common Stock 14,009 9.23 129.3K 563,787
2024-06-04 Yang Vivian Director A-Award A Class A Common Stock 18,359 0.00 81,531
2024-06-04 VALDES MAX O Director A-Award A Class A Common Stock 18,359 0.00 70,952
2024-06-02 Yang Vivian Director D-Return D Class A Common Stock 17,320 9.51 164.7K 63,172
2024-06-02 Williams Elizabeth Goodman Director D-Return D Class A Common Stock 17,320 9.51 164.7K 87,137
2024-06-02 VALDES MAX O Director D-Return D Class A Common Stock 17,320 9.51 164.7K 52,593
2024-03-15 Vanderhook Timothy Director / Officer A-Award A Non-qualified Stock Option (Right to Buy) 96,363 9.94 957.8K 96,363
2024-03-15 Vanderhook Christopher Director / Officer A-Award A Non-qualified Stock Option (Right to Buy) 96,363 9.94 957.8K 96,363
2024-03-15 MADDEN LARRY Officer A-Award A Non-qualified Stock Option (Right to Buy) 60,227 9.94 598.7K 60,227
2024-03-10 Vanderhook Timothy Director / Officer D-Return D Class A Common Stock 82,534 10.13 836.1K 329,213
2024-03-10 Vanderhook Christopher Director / Officer D-Return D Class A Common Stock 82,534 10.13 836.1K 329,213
2024-03-10 MADDEN LARRY Officer F-InKind D Class A Common Stock 61,229 10.13 620.2K 456,306
2023-12-10 MADDEN LARRY Officer F-InKind D Class A Common Stock 16,781 7.38 123.8K 517,535
2023-09-10 MADDEN LARRY Officer F-InKind D Class A Common Stock 16,784 6.64 111.4K 534,316
2023-06-14 VALDES MAX O Director S-Sale D Class A Common Stock 5,147 4.45 22.9K 69,913
2023-06-13 VALDES MAX O Director S-Sale D Class A Common Stock 5,147 4.30 22.1K 75,060
2023-06-10 MADDEN LARRY Officer F-InKind D Class A Common Stock 16,784 4.24 71.2K 551,100
2023-06-02 Yang Vivian Director A-Award A Class A Common Stock 32,895 0.00 80,492
2023-06-02 Williams Elizabeth Goodman Director A-Award A Class A Common Stock 32,895 0.00 104,457
2023-06-02 VALDES MAX O Director A-Award A Class A Common Stock 32,895 0.00 80,207
2023-03-10 Vanderhook Timothy Director / Officer D-Return D Class A Common Stock 35,100 4.13 145.0K 411,747
2023-03-10 Vanderhook Christopher Director / Officer D-Return D Class A Common Stock 35,100 4.13 145.0K 411,747
2023-03-10 MADDEN LARRY Officer F-InKind D Class A Common Stock 38,707 4.13 159.9K 567,884
2023-03-07 Vanderhook Timothy Director / Officer A-Award A Non-qualified Stock Option (Right to Buy) 381,632 4.44 1.69M 381,632
2023-03-07 Vanderhook Christopher Director / Officer A-Award A Class A Common Stock 180,180 0.00 446,847
2023-03-07 MADDEN LARRY Officer A-Award A Non-qualified Stock Option (Right to Buy) 156,406 4.44 694.4K 156,406
2022-12-10 MADDEN LARRY Officer F-InKind D Class A Common Stock 16,784 3.39 56.9K 493,978
2022-08-23 Yang Vivian Director A-Award A Class A Common Stock 1,512 0.00 47,597
2022-08-23 Williams Elizabeth Goodman Director A-Award A Class A Common Stock 10,052 0.00 71,562
2022-08-23 VALDES MAX O Director A-Award A Class A Common Stock 10,052 0.00 47,312
2022-06-10 MADDEN LARRY Officer F-InKind D Class A Common Stock 16,784 6.16 103.4K 527,546
2022-06-02 Yang Vivian Director A-Award A Class A Common Stock 24,510 0.00 46,085
2022-06-02 Williams Elizabeth Goodman Director A-Award A Class A Common Stock 24,510 0.00 61,510
2022-06-02 VALDES MAX O Director A-Award A Class A Common Stock 24,510 0.00 37,260
2022-03-15 Vanderhook Timothy Officer A-Award A Class A Common Stock 266,667 0.00 266,667
2022-03-15 Vanderhook Christopher Officer A-Award A Class A Common Stock 266,667 0.00 266,667
2022-03-14 MADDEN LARRY Officer A-Award A Non-qualified Stock Option (Right to Buy) 295,508 0.00 295,508
2021-12-10 MADDEN LARRY Officer F-InKind D Class A Common Stock 16,784 9.41 157.9K 399,291
2021-12-07 Yang Vivian Director A-Award A Class A Common Stock 6,575 0.00 21,575
2021-09-13 MADDEN LARRY Officer S-Sale D Class A Common Stock 18,404 12.51 230.2K 416,075
2021-08-09 MADDEN LARRY Officer F-InKind D Class A Common Stock 75,521 17.73 1.34M 434,479
2021-02-10 Williams Elizabeth Goodman Director 0 0.00 0
2021-02-10 Vanderhook Timothy Director / Officer M-Exempt A Class A Common Stock 250,625 0.00 250,625
2021-02-10 Vanderhook Christopher Director / Officer M-Exempt A Class A Common Stock 250,625 0.00 250,625
2021-02-10 VALDES MAX O Director 0 0.00 0
2021-02-10 MADDEN LARRY Officer M-Exempt D Class B Units 15,000 0.00 474,356
2021-02-10 Four Brothers 2 LLC 10% Owner S-Sale D Class A Common Stock 910,232 25.00 22.76M 0
2021-02-09 Williams Elizabeth Goodman Director A-Award A Class A Common Stock 6,000 0.00 6,000
2021-02-09 Vanderhook Timothy Director / Officer I Class B Common Stock 0 0.00 9,787,112
2021-02-09 Vanderhook Christopher Director / Officer I Class B Common Stock 0 0.00 9,787,112
2021-02-09 VALDES MAX O Director A-Award A Class A Common Stock 6,000 0.00 6,000
2021-02-09 MADDEN LARRY Officer I Class B Common Stock 0 0.00 489,356
2021-02-09 Four Brothers 2 LLC 10% Owner D Class B Units 29,361,335 0.00 0
2009-07-31 INTEGRATED CORE STRATEGIES (US) LLC 10% Owner S-Sale D Common Stock 700,000 9.72 6.80M 5,319,050
2009-07-15 STEEL PARTNERS II LIQUIDATING SERIES TRUST - F 10% Owner D Common Stock, par value $.001 per share 0 0.00 668,988
2009-06-09 INTEGRATED CORE STRATEGIES (US) LLC 10% Owner J-Other A Common Stock 1,203,400 0.00 1.2K 6,019,050
2008-10-24 MILLENCO LLC 10% Owner J-Other D Common Stock 4,815,650 0.00 1,203,400
2008-10-13 MILLENCO, L.L.C. 10% Owner P-Purchase A Common Stock 500 8.90 4.5K 6,019,050
2008-10-10 MILLENCO, L.L.C. 10% Owner D Common Stock 0 0.00 6,018,550
2008-10-10 MILLENCO LLC 10% Owner P-Purchase A Common Stock 150,000 8.75 1.31M 6,018,550
2007-10-31 LICHTENSTEIN WARREN G Director / Officer / 10% Owner J-Other D Warrant (right to buy) 677,600 7.50 5.08M 9,653,412
2007-10-16 LICHTENSTEIN WARREN G Director / Officer / 10% Owner A-Award A Insider Warrant (right to buy) 6,500,000 7.50 48.75M 6,500,000
2007-10-16 BERGAMO ANTHONY Director A-Award A Insider Warrant (right to buy) 100,000 7.50 750.0K 100,000
2007-10-10 LICHTENSTEIN WARREN G Director / Officer / 10% Owner I Common Stock, par value $.001 per share 0 0.00 662,791
2007-10-10 HOWARD JACK L Officer 0 0.00 0
2007-10-10 BERGAMO ANTHONY Director D Common Stock, par value $.001 per share 0 0.00 100,000

Executive team

Top executives
EBIT / Employee
385.7K
Shares Outstanding
63.87M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Larry Madden Chief Financial Officer 645.8K 1.98M 286.6K 2.91M 67.95%
2 2025 Tim Vanderhook Chief Executive Officer and Chairman 700.0K 776.6K 30.0K 1.51M 0.00%
3 2025 Chris Vanderhook Chief Operating Officer and Director 700.0K 776.6K 30.0K 1.51M 0.00%
4 2024 Chris Vanderhook Chief Operating Officer and Director 700.0K 1.93M 643.1K 894.3K 4.17M 61.76%
5 2024 Tim Vanderhook Chief Executive Officer and Chairman 700.0K 1.93M 643.1K 894.3K 4.17M 61.76%
6 2024 Larry Madden Chief Financial Officer 645.8K 1.21M 402.0K 255.5K 2.51M 64.10%
7 2023 Tim Vanderhook Chief Executive Officer and Chairman 700.0K 800.0K 1.22M 849.7K 3.57M 56.59%
8 2023 Chris Vanderhook Chief Operating Officer and Director 700.0K 800.0K 1.22M 849.7K 3.57M 56.59%
9 2023 Larry Madden Chief Financial Officer 645.8K 500.0K 500.0K 242.8K 1.89M 52.95%
10 2022 Chris Vanderhook Chief Operating Officer and Director 700.0K 1.60M 1.60M 3.90M 82.05%
11 2022 Tim Vanderhook Chief Executive Officer and Chairman 700.0K 1.60M 1.60M 3.90M 82.05%
12 2022 Larry Madden Chief Financial Officer 739.0K 60.0K 1.00M 1.00M 2.80M 71.45%
13 2021 Larry Madden Chief Financial Officer 645.8K 200.0K 12.75M 13.60M 93.78%
14 2021 Tim Vanderhook Chief Executive Officer and Chairman 700.0K 700.0K 1.40M 0.00%
15 2021 Chris Vanderhook Chief Operating Officer and Director 700.0K 700.0K 1.40M 0.00%
16 2020 Tim Vanderhook Chief Executive Officer and Chairman 700.0K 700.0K 1.40M 0.00%
17 2020 Chris Vanderhook Chief Operating Officer and Director 700.0K 700.0K 1.40M 0.00%
18 2020 Larry Madden Chief Financial Officer 645.8K 200.0K 845.8K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2025-05-19 DEFA14A
2025-04-23 DEFA14A
2025-04-23 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 8-K
2026-05-11 10-Q
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2026-04-23 4
2026-04-22 4
2026-04-22 4
2026-04-22 4
2026-04-15 8-K
2026-04-07 4

Executive team

NameTitleCompensationGender
Chris Vanderhook Co-Founder, Chief Operating Officer & Director 2M male
Tim Vanderhook Co-Founder, Chairman & Chief Executive Officer 2M male
Lawrence J. Madden Chief Financial Officer 932.5K male
Fabrizio Blanco Chief Technology Officer male
Jon Schulz Chief Marketing Officer male
Eric Sterns Head of Corporate Development male
Linh Chung Chief Information Officer male
Nicholas Todd Zangler Vice President of Investor Relations male
Ritesh Patel Chief Legal Officer male
Dustin Kwan Chief Product Officer male
Tom Wolfe Senior Vice President of Business Development male
ESG Rating
B-
SOFTWARE - APPLICATION
2026
E (Environmental)
63.5 / 66.0
Company / Sector avg.
S (Social)
63.5 / 69.5
Company / Sector avg.
G (Governance)
59.9 / 67.5
Company / Sector avg.
ESG Total
62.3 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits