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Dynatrace, Inc. (DT)

USD44.59 +0.91 (+2.08%)
US NYSE Technology Software - Application
Address 1601 Trapelo Road 2451
Waltham, MA, US
CEO Rick McConnell
Website dynatrace.com
IPO 2019-08-01
CIK 1773383 ISIN US2681501092

Explore sections of this company profile

Description

Dynatrace, Inc. specializes in providing a sophisticated software intelligence platform tailored for complex, evolving multi-cloud setups. The Dynatrace platform, central to their offerings, delivers a wide array of functionalities including monitoring for applications and microservices, real-time application security, comprehensive infrastructure oversight, tracking of digital user experiences, insightful business analytics, and tools for cloud automation. This powerful solution enables customers to modernize and streamline their IT operations, accelerate software development and deployment, and significantly enhance end-user satisfaction. Beyond the core platform, Dynatrace also offers crucial implementation, consulting, and training services. The company utilizes a dual sales approach, combining a dedicated direct sales force with an extensive network of partners, such as resellers, system integrators, and managed service providers, to distribute its products. Dynatrace serves a broad spectrum of industries, including finance (banking, insurance), retail, manufacturing, travel, and software development. With a global reach, the company conducts operations across North America, Europe, the Middle East, Africa, the Asia Pacific region, and Latin America. Established in 2005, Dynatrace, Inc. is headquartered in Waltham, Massachusetts.

News Sentiment (7d)
65 Positive

5 articles

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
USD44.59 +0.91 (+2.08%)
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Volume Profile
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Liquidity & share structure
Average Volume
6M
Beta
0.74
Float Shares
296.48M
Free Float %
98.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-11.43% -13.35% +2.90% -6.64% -25.76% -19.87% -31.28% -25.46% -21.99% +45.62% +45.62%
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 (34 ratings, all time) Buy
Price Targets & DCF
Current price
44.59
Low 37.00 -17.0%
Consensus 49.81 +11.7%
Median 48.50 +8.8%
High 64.00 +43.5%
DCF (Unlevered) 54.44 +22.1%
DCF (Levered) 86.88 +94.8%

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) 73% Bullish
Rating 2026-05 Change
Strong Buy 5 0
Buy 22 0
Hold 10 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
45.00
+0.9%
Last Quarter 3
51.33
+15.1%
Last Year 23
51.74
+16.0%
All Time 72
56.96
+27.7%
Quality scores
Altman Z-Score
4.88
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • ✓
    Revenue growth Software - Application: +13.0%
    +18.8% ★ Q1'26: +19.4% (vs Q1'25)
  • ✗
    EPS growth Software - Application: +28.6%
    -66.0% Q1'26: -53.8% (vs Q1'25)
  • ✓
    FCF margin FCF growth · Software - Application: +45.3%
    +31.2% Q1'26: +39.9% (vs Q1'25)
  • ✗
    EBIT margin Software - Application: +9.4%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • ✗
    ROIC Software - Application: +7.5%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • ✓
    Share dilution Software - Application: +0.0%
    -1.5% ★ Q1'26: -1.8% (vs Q1'25)
  • ✓
    Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    0.58× ★ Q1'26: 1.10× (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 (0.70) × ERP
WACC = 98% × Ke + 2% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Intrinsic value (base): 54.43 Current price: 44.59
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 Mar 2020
actual 		Mar 2021
actual 		Mar 2022
actual 		Mar 2023
actual 		Mar 2024
actual 		Mar 2025
actual 		Mar 2026
27 Rev. Ana.
20 EPS Ana. 		Mar 2027
27 Rev. Ana.
20 EPS Ana. 		Mar 2028
29 Rev. Ana.
9 EPS Ana. 		Mar 2029
2 Rev. Ana.
1 EPS Ana. 		Mar 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
545.80M
est: 541.80M (+0.7%)
703.51M
est: 698.84M (+0.7%)
929.45M
est: 923.47M (+0.6%)
1.16B
est: 1.15B (+0.9%)
1.43B
est: 1.50B (-4.4%)
1.70B
est: 1.69B (+0.7%)
2.01B
1.98B – 2.04B
+18.9% YoY
2.30B
2.27B – 2.32B
+14.8% YoY
2.64B
2.64B – 2.64B
+14.4% YoY
2.87B
2.84B – 2.90B
+9.0% YoY
3.18B
3.13B – 3.22B
+10.5% YoY
EBITDA
-106.82M
est: 81.87M (-230.5%)
153.02M
est: 95.72M (+59.9%)
138.18M
est: 134.82M (+2.5%)
147.42M
est: 133.44M (+10.5%)
183.34M
est: 226.19M (-18.9%)
227.54M
est: 255.01M (-10.8%)
303.32M
299.13M – 307.53M
+18.9% YoY
348.29M
343.75M – 351.32M
+14.8% YoY
398.35M
398.23M – 398.48M
+14.4% YoY
434.05M
429.37M – 438.72M
+9.0% YoY
479.79M
473.16M – 486.45M
+10.5% YoY
EBIT
-173.14M
est: 53.51M (-423.5%)
92.06M
est: 53.50M (+72.1%)
81.31M
est: 82.32M (-1.2%)
92.81M
est: 80.29M (+15.6%)
128.40M
est: 147.84M (-13.1%)
179.43M
est: 166.68M (+7.7%)
198.25M
195.52M – 201.01M
+18.9% YoY
227.65M
224.68M – 229.63M
+14.8% YoY
260.37M
260.28M – 260.45M
+14.4% YoY
283.70M
280.64M – 286.75M
+9.0% YoY
313.59M
309.26M – 317.95M
+10.5% YoY
Net Income
-413.82M
est: 84.52M (-589.6%)
75.71M
est: 62.36M (+21.4%)
52.45M
est: 76.88M (-31.8%)
107.96M
est: 45.33M (+138.2%)
154.63M
est: 159.29M (-2.9%)
483.68M
est: 408.69M (+18.3%)
508.02M
501.91M – 514.13M
+24.3% YoY
577.30M
559.07M – 595.53M
+13.6% YoY
670.59M
424.50M – 916.67M
+16.2% YoY
721.20M
708.21M – 734.18M
+7.5% YoY
765.08M
751.34M – 778.88M
+6.1% YoY
SGA
428.16M
est: 269.71M (+58.8%)
337.71M
est: 210.10M (+60.7%)
488.74M
est: 439.77M (+11.1%)
598.05M
est: 523.30M (+14.3%)
708.65M
est: 745.13M (-4.9%)
800.95M
est: 840.08M (-4.7%)
999.22M
985.42M – 1.01B
+18.9% YoY
1.15B
1.13B – 1.16B
+14.8% YoY
1.31B
1.31B – 1.31B
+14.4% YoY
1.43B
1.41B – 1.45B
+9.0% YoY
1.58B
1.56B – 1.60B
+10.5% YoY
EPS
-1.58
est: 0.28 (-667.6%)
0.27
est: 0.61 (-56.0%)
0.18
est: 0.67 (-73.1%)
0.38
est: 0.88 (-56.7%)
0.53
est: 0.52 (+1.0%)
1.62
est: 1.37 (+18.1%)
1.68
1.65 – 1.69
+22.8% YoY
1.91
1.84 – 1.96
+13.5% YoY
2.21
1.40 – 3.02
+15.6% YoY
2.38
2.33 – 2.42
+7.5% YoY
2.52
2.47 – 2.57
+6.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-13 BTIG Buy Buy Maintain
2026-05-01 Rosenblatt Buy Buy Maintain
2026-04-22 Guggenheim Buy Buy Maintain
2026-04-21 Goldman Sachs Buy Buy Maintain
2026-04-15 TD Cowen Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-13 A- 4/5 5/5 4/5 4/5 3/5 2/5 2/5
2026-05-12 B+ 3/5 5/5 3/5 4/5 3/5 1/5 2/5
2026-05-11 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-05-08 B+ 3/5 5/5 3/5 4/5 3/5 1/5 2/5
2026-05-07 B+ 3/5 5/5 3/5 4/5 3/5 1/5 2/5
2026-05-06 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-05-05 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-05-04 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-05-01 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-04-30 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-04-29 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-04-28 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-04-27 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-04-24 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-04-23 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-04-22 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-04-21 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-04-20 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-04-17 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-04-16 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5
2026-04-15 B 3/5 4/5 3/5 4/5 3/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
559.56M
OE per share TTM
1.85
Owner's Yield
5.41%
Maintenance CapEx ratio
7.70%
Maint CapEx / Avg PPE
9.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
251
Total invested
2.09B
Insider transactions (90d)
0
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person ⇅ Amount owned ⇅ % of class ⇅ Sole voting ⇅ Shared voting ⇅ Sole dispositive ⇅ Shared dispositive ⇅ Type Citizenship Filing date ⇅ SEC filing
1 (1) BlackRock, Inc. 22.62M 7.90% 21.66M — 22.62M — HC Delaware 2023-02-07 ↗
2 52-0556948 21.92M 7.40% 11.38M — — — IA — 2024-02-14 ↗
3 Thoma Bravo Fund X, L.P. 18.37M 6.60% — 11.61M — 11.61M PN Delaware 2020-02-13 ↗
4 Abigail P. Johnson 18.36M 6.24% — — 18.36M — IN United States of America 2024-02-09 ↗
5 FMR LLC 18.36M 6.24% 18.24M — 18.36M — HC Delaware 2024-02-09 ↗
6 of 19 Pages 17.91M 12.00% — 9.25M — 9.25M PN Delaware 2021-02-16 ↗
7 The Vanguard Group - 23-1945930 16.59M 5.88% — 174.5K 16.27M 319.2K IA Pennsylvania 2021-02-10 ↗
8 Thoma Bravo Fund X-A, L.P. 4.02M 1.40% — 11.61M — 11.61M PN Delaware 2020-02-13 ↗

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
251
-432 vs prev Q
New positions
31
Closed positions
441
Increased
125
Reduced
90
Put/Call ratio
0.00
Calls held
313.00
Puts held
—
Top institutional holders
# Investor ⇅ Shares / Δ ⇅ Mkt value / Δ ⇅ Own% / Δ ⇅ Weight% / Δ ⇅ Avg px / Perf. ⇅ Hold / Status ⇅
1 BLACKROCK, INC. 36.87M +103.4K (+0.3%) 1.60B -183.4M (-10.3%) 12.24% -0.005 pp 0.03% -0.004 pp USD53.48 -19.0% 6 qtrs —
2 VANGUARD GROUP INC 32.00M -146.6K (-0.5%) 1.39B -170.6M (-11.0%) 10.63% -0.083 pp 0.02% -0.003 pp USD39.09 +10.9% 26 qtrs —
3 PICTET ASSET MANAGEMENT HOLDING SA 14.65M +2.1M (+16.5%) 634.98M +25.8M (+4.2%) 4.86% +0.669 pp 0.62% +0.029 pp USD48.03 -9.8% 10 qtrs —
4 STATE STREET CORP 10.66M +102.0K (+1.0%) 462.19M -49.6M (-9.7%) 3.54% +0.023 pp 0.02% -0.002 pp USD42.12 +2.9% 26 qtrs —
5 BROWN ADVISORY INC 9.65M -39.8K (-0.4%) 418.19M -51.2M (-10.9%) 3.20% -0.024 pp 0.58% -0.028 pp USD42.12 +2.9% 26 qtrs —
6 WELLINGTON MANAGEMENT GROUP LLP 8.00M +659.8K (+9.0%) 346.72M -8.9M (-2.5%) 2.66% +0.211 pp 0.06% -0.002 pp USD47.78 -9.3% 24 qtrs —
7 UBS ASSET MANAGEMENT AMERICAS INC 7.93M -259.0K (-3.2%) 343.57M -53.1M (-13.4%) 2.63% -0.095 pp 0.07% -0.014 pp USD48.76 -11.1% 25 qtrs —
8 AMERICAN CENTURY COMPANIES INC 7.27M -650.0K (-8.2%) 315.06M -68.6M (-17.9%) 2.41% -0.224 pp 0.16% -0.037 pp USD48.87 -11.3% 13 qtrs —
9 GEODE CAPITAL MANAGEMENT, LLC 6.10M +137.2K (+2.3%) 263.63M -24.4M (-8.5%) 2.03% +0.039 pp 0.02% -0.002 pp USD43.45 -0.3% 26 qtrs —
10 FMR LLC 5.50M +1.5M (+38.6%) 238.43M +46.1M (+24.0%) 1.83% +0.504 pp 0.01% +0.002 pp USD44.48 -2.6% 25 qtrs —
11 GOLDMAN SACHS GROUP INC 5.16M -3.6M (-40.9%) 223.44M -199.1M (-47.1%) 1.71% -1.193 pp 0.03% -0.024 pp USD46.80 -7.4% 26 qtrs —
12 JANUS HENDERSON GROUP PLC 4.91M -1.1M (-18.5%) 212.67M -79.2M (-27.1%) 1.63% -0.377 pp 0.10% -0.038 pp USD44.19 -1.9% 25 qtrs —
13 EMINENCE CAPITAL, LP 4.53M +1.1M (+33.0%) 196.21M +31.3M (+19.0%) 1.50% +0.369 pp 3.10% +1.103 pp USD45.08 -3.9% 7 qtrs —
14 RGM CAPITAL, LLC 4.11M -33.3K (-0.8%) 178.03M -22.6M (-11.3%) 1.36% -0.016 pp 8.64% +0.197 pp USD42.84 +1.2% 16 qtrs —
15 WESTFIELD CAPITAL MANAGEMENT CO LP 3.36M +10.9K (+0.3%) 145.48M -16.6M (-10.3%) 1.11% +0.000 pp 0.61% -0.074 pp USD49.25 -12.0% 13 qtrs —
16 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 3.22M -182.0K (-5.4%) 139.38M -25.3M (-15.3%) 1.07% -0.064 pp 0.39% -0.037 pp USD49.95 -13.2% 20 qtrs —
17 ALYESKA INVESTMENT GROUP, L.P. 2.89M +2.7M (+1,201.7%) 125.18M +114.4M (+1,064.4%) 0.96% +0.885 pp 0.35% +0.321 pp USD43.73 -0.9% 2 qtrs —
18 JPMORGAN CHASE & CO 2.83M -609.0K (-17.7%) 122.48M -44.0M (-26.4%) 0.94% -0.207 pp 0.01% -0.002 pp USD49.86 -13.1% 26 qtrs —
19 NORTHERN TRUST CORP 2.81M -9.5K (-0.3%) 121.91M -14.8M (-10.8%) 0.93% -0.006 pp 0.02% -0.002 pp USD42.44 +2.1% 26 qtrs —
20 CONGRESS ASSET MANAGEMENT CO /MA 2.62M -715.3K (-21.5%) 113.38M -48.0M (-29.8%) 0.87% -0.241 pp 0.80% -0.276 pp USD50.29 -13.8% 13 qtrs —
21 DEUTSCHE BANK AG\ 2.60M +12.5K (+0.5%) 112.52M -12.7M (-10.1%) 0.86% +0.000 pp 0.04% -0.005 pp USD48.27 -10.2% 26 qtrs —
22 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.56M +61.3K (+2.5%) 110.96M -10.1M (-8.3%) 0.85% +0.018 pp 0.17% -0.028 pp USD45.54 -4.8% 7 qtrs —
23 MORGAN STANLEY 2.49M +966.6K (+63.3%) 108.12M +34.1M (+46.0%) 0.83% +0.319 pp 0.01% +0.002 pp USD49.15 -11.8% 26 qtrs —
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.41M +71.6K (+3.1%) 104.24M -8.8M (-7.8%) 0.80% +0.021 pp 0.02% -0.002 pp USD42.73 +1.4% 26 qtrs —
25 BANK OF NEW YORK MELLON CORP 2.34M -457.1K (-16.3%) 101.43M -34.1M (-25.2%) 0.78% -0.155 pp 0.02% -0.008 pp USD45.53 -4.8% 26 qtrs —
26 BANK OF AMERICA CORP /DE/ 2.31M -1.0M (-30.2%) 100.20M -60.3M (-37.6%) 0.77% -0.336 pp 0.01% -0.004 pp USD51.87 -16.4% 26 qtrs —
27 CLEARBRIDGE INVESTMENTS, LLC 2.16M -25.8K (-1.2%) 93.52M -12.3M (-11.6%) 0.72% -0.011 pp 0.07% -0.005 pp USD38.93 +11.3% 26 qtrs —
28 QUBE RESEARCH & TECHNOLOGIES LTD 1.99M +1.7M (+681.5%) 86.04M +73.7M (+599.1%) 0.66% +0.575 pp 0.09% +0.075 pp USD44.23 -2.0% 14 qtrs —
29 AMERIPRISE FINANCIAL INC 1.89M +802.6K (+74.0%) 81.80M +29.3M (+55.7%) 0.63% +0.265 pp 0.02% +0.006 pp USD46.10 -6.0% 26 qtrs —
30 BARCLAYS PLC 1.87M -261.4K (-12.3%) 81.13M -32.9M (-28.9%) 0.62% -0.089 pp 0.02% -0.010 pp USD49.20 -11.9% 16 qtrs —
31 FEDERATED HERMES, INC. 1.82M +810.1K (+80.3%) 78.85M +30.0M (+61.3%) 0.60% +0.268 pp 0.13% +0.045 pp USD47.06 -7.9% 26 qtrs —
32 DIMENSIONAL FUND ADVISORS LP 1.79M +38.9K (+2.2%) 77.47M -7.2M (-8.6%) 0.59% +0.011 pp 0.02% -0.002 pp USD46.23 -6.3% 24 qtrs —
33 TEMASEK HOLDINGS (PRIVATE) LTD 1.67M -318.7K (-16.0%) 72.40M -24.0M (-24.9%) 0.55% -0.108 pp 0.23% -0.103 pp USD49.54 -12.5% 7 qtrs —
34 CITADEL ADVISORS LLC 1.67M -3.9M (-70.0%) 72.29M -196.7M (-73.1%) 0.55% -1.296 pp 0.01% -0.030 pp USD47.76 -9.3% 26 qtrs —
35 MARSHALL WACE, LLP 1.65M +1.6M (+100.0%) 71.37M +71.4M (+100.0%) 0.55% +0.547 pp 0.07% +0.065 pp USD43.34 +0.0% 25 qtrs —
36 WORLDQUANT MILLENNIUM ADVISORS LLC 1.62M +481.2K (+42.4%) 70.02M +15.1M (+27.4%) 0.54% +0.159 pp 0.27% +0.034 pp USD49.15 -11.8% 8 qtrs —
37 D. E. SHAW & CO., INC. 1.60M +1.6M (+100.0%) 69.30M +69.3M (+100.0%) 0.53% +0.531 pp 0.04% +0.038 pp USD43.34 +0.0% 1 qtrs NEW
38 MILLENNIUM MANAGEMENT LLC 1.58M +1.0M (+192.4%) 68.41M +42.3M (+161.6%) 0.52% +0.344 pp 0.03% +0.018 pp USD46.72 -7.2% 26 qtrs —
39 HANDELSBANKEN FONDER AB 1.52M -735.0K (-32.6%) 65.98M -43.4M (-39.7%) 0.50% -0.247 pp 0.20% -0.148 pp USD51.31 -15.5% 23 qtrs —
40 BAMCO INC /NY/ 1.50M +121.4K (+8.8%) 64.99M -1.8M (-2.7%) 0.50% +0.039 pp 0.18% -0.001 pp USD47.50 -8.8% 26 qtrs —
41 TWO SIGMA INVESTMENTS, LP 1.49M +1.0M (+229.9%) 64.45M +42.6M (+195.1%) 0.49% +0.344 pp 0.09% +0.058 pp USD44.82 -3.3% 23 qtrs —
42 VOYA INVESTMENT MANAGEMENT LLC 1.46M -469.9K (-24.3%) 63.45M -30.2M (-32.3%) 0.49% -0.158 pp 0.06% -0.031 pp USD47.28 -8.3% 25 qtrs —
43 KEENAN CAPITAL, LLC 1.45M +— (+0.0%) 62.87M -7.4M (-10.5%) 0.48% -0.002 pp 11.45% -2.268 pp USD40.40 +7.3% 26 qtrs —
44 ALLIANZ ASSET MANAGEMENT GMBH 1.38M -302.8K (-18.0%) 59.77M -21.7M (-26.7%) 0.46% -0.102 pp 0.06% -0.031 pp USD51.56 -15.9% 26 qtrs —
45 RAYMOND JAMES FINANCIAL INC 1.32M -244.9K (-15.6%) 58.27M -17.8M (-23.4%) 0.44% -0.083 pp 0.02% -0.006 pp USD54.35 -20.3% 5 qtrs —
46 BRIDGEWATER ASSOCIATES, LP 1.28M +20.2K (+1.6%) 55.31M -5.5M (-9.1%) 0.42% +0.005 pp 0.20% -0.037 pp USD48.99 -11.5% 9 qtrs —
47 TIMESSQUARE CAPITAL MANAGEMENT, LLC 1.27M -49.5K (-3.7%) 55.10M -8.9M (-13.9%) 0.42% -0.019 pp 0.83% -0.085 pp USD54.35 -20.3% 5 qtrs —
48 JANE STREET GROUP, LLC 1.26M +555.3K (+78.8%) 54.60M +20.5M (+60.0%) 0.42% +0.184 pp 0.01% +0.003 pp USD47.13 -8.0% 24 qtrs —
49 ARROWMARK COLORADO HOLDINGS LLC 1.19M -539.2K (-31.3%) 51.40M -32.2M (-38.5%) 0.39% -0.181 pp 1.13% -0.421 pp USD42.91 +1.0% 15 qtrs —
50 BOSTON TRUST WALDEN CORP 1.15M +1.2M (+100.0%) 49.99M +50.0M (+100.0%) 0.38% +0.383 pp 0.38% +0.377 pp USD43.34 +0.0% 1 qtrs NEW
51 ADVENT INTERNATIONAL CORP/MA 1.14M -65.0K (-5.4%) 49.52M -9.0M (-15.4%) 0.38% -0.023 pp 1.02% -0.153 pp USD51.01 -15.0% 21 qtrs —
52 QUANTINNO CAPITAL MANAGEMENT LP 1.13M +198.0K (+21.2%) 49.07M +3.8M (+8.4%) 0.38% +0.065 pp 0.10% -0.025 pp USD49.34 -12.2% 11 qtrs —
53 LEGAL & GENERAL GROUP PLC 1.13M -17.1K (-1.5%) 48.80M -6.6M (-11.9%) 0.37% -0.007 pp 0.01% -0.002 pp USD46.33 -6.5% 26 qtrs —
54 AMUNDI 1.11M +130.3K (+13.3%) 48.15M -50.7K (-0.1%) 0.37% +0.042 pp 0.01% -0.002 pp USD48.13 -10.0% 19 qtrs —
55 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 1.10M +64.2K (+6.2%) 47.88M -2.5M (-5.0%) 0.37% +0.020 pp 0.62% -0.030 pp USD47.92 -9.6% 4 qtrs —
56 SQUAREPOINT OPS LLC 1.08M +1.1M (+100.0%) 46.81M +46.8M (+100.0%) 0.36% +0.359 pp 0.05% +0.050 pp USD43.34 +0.0% 1 qtrs NEW
57 FREESTONE GROVE PARTNERS LP 1.04M -385.7K (-27.0%) 45.25M -24.0M (-34.7%) 0.35% -0.130 pp 0.33% -0.190 pp USD48.70 -11.0% 3 qtrs —
58 NUVEEN, LLC 1.04M +221.2K (+27.0%) 45.11M +5.4M (+13.6%) 0.35% +0.073 pp 0.01% +0.001 pp USD46.34 -6.5% 4 qtrs —
59 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 1.04M -38.5K (-3.6%) 43.99M -8.1M (-15.5%) 0.34% -0.014 pp 0.07% -0.012 pp USD52.36 -17.2% 17 qtrs —
60 INVESCO LTD. 991.2K +171.3K (+20.9%) 42.96M +3.2M (+8.1%) 0.33% +0.056 pp 0.01% +0.000 pp USD47.87 -9.5% 26 qtrs —
61 RENAISSANCE TECHNOLOGIES LLC 964.4K +452.7K (+88.5%) 41.80M +17.0M (+68.6%) 0.32% +0.150 pp 0.06% +0.032 pp USD47.36 -8.5% 14 qtrs —
62 ENVESTNET ASSET MANAGEMENT INC 902.9K -117.9K (-11.5%) 39.13M -10.3M (-20.9%) 0.30% -0.040 pp 0.01% -0.003 pp USD47.50 -8.8% 23 qtrs —
63 PRICE T ROWE ASSOCIATES INC /MD/ 872.6K -8.5M (-90.6%) 37.82M -414.2M (-91.6%) 0.29% -2.819 pp 0.00% -0.044 pp USD48.91 -11.4% 26 qtrs —
64 RHUMBLINE ADVISERS 850.2K -24.9K (-2.8%) 36.85M -5.6M (-13.1%) 0.28% -0.009 pp 0.03% -0.004 pp USD39.51 +9.7% 26 qtrs —
65 VIRGINIA RETIREMENT SYSTEMS ET AL 847.4K +232.1K (+37.7%) 36.73M +6.9M (+23.2%) 0.28% +0.076 pp 0.22% +0.025 pp USD47.08 -7.9% 3 qtrs —
66 FIRST TRUST ADVISORS LP 843.0K -199.4K (-19.1%) 36.54M -14.0M (-27.7%) 0.28% -0.067 pp 0.03% -0.011 pp USD52.02 -16.7% 25 qtrs —
67 SWISS NATIONAL BANK 826.0K -43.8K (-5.0%) 35.80M -6.3M (-15.1%) 0.27% -0.016 pp 0.02% -0.003 pp USD44.12 -1.8% 23 qtrs —
68 ROYAL BANK OF CANADA 804.2K -55.2K (-6.4%) 34.85M -6.8M (-16.3%) 0.27% -0.019 pp 0.01% -0.001 pp USD48.37 -10.4% 26 qtrs —
69 AQR CAPITAL MANAGEMENT LLC 783.7K +391.3K (+99.7%) 33.96M +15.0M (+78.7%) 0.26% +0.130 pp 0.02% +0.006 pp USD46.41 -6.6% 20 qtrs —
70 LA BANQUE POSTALE ASSET MANAGEMENT SA 777.0K +69.3K (+9.8%) 33.67M -611.8K (-1.8%) 0.26% +0.022 pp 0.39% -0.031 pp USD49.64 -12.7% 6 qtrs —
71 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 766.0K -152.6K (-16.6%) 33.20M -11.3M (-25.4%) 0.25% -0.052 pp 0.02% -0.008 pp USD44.51 -2.6% 26 qtrs —
72 PRINCIPAL FINANCIAL GROUP INC 747.5K -20.0K (-2.6%) 32.40M -4.8M (-12.9%) 0.25% -0.008 pp 0.02% -0.002 pp USD40.18 +7.9% 26 qtrs —
73 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 728.1K -181.6K (-20.0%) 31.55M -12.5M (-28.4%) 0.24% -0.062 pp 0.04% -0.019 pp USD48.87 -11.3% 23 qtrs —
74 TWO SIGMA ADVISERS, LP 710.7K +606.8K (+584.0%) 30.80M +25.8M (+511.9%) 0.24% +0.201 pp 0.06% +0.050 pp USD44.09 -1.7% 23 qtrs —
75 EXODUSPOINT CAPITAL MANAGEMENT, LP 673.3K +257.2K (+61.8%) 29.18M +9.0M (+44.8%) 0.22% +0.085 pp 0.23% +0.023 pp USD47.36 -8.5% 5 qtrs —
76 GLENMEDE TRUST CO NA 655.4K +655.4K (+100.0%) 28.41M +28.4M (+100.0%) 0.22% +0.218 pp 0.13% +0.135 pp USD43.34 +0.0% 1 qtrs NEW
77 SUMITOMO MITSUI TRUST HOLDINGS, INC. 649.9K -1.8K (-0.3%) 28.16M -3.4M (-10.8%) 0.22% -0.002 pp 0.02% -0.002 pp USD49.36 -12.2% 23 qtrs —
78 UBS GROUP AG 648.0K -628.8K (-49.2%) 28.09M -33.8M (-54.6%) 0.22% -0.210 pp 0.00% -0.005 pp USD50.52 -14.2% 26 qtrs —
79 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 623.4K +195.8K (+45.8%) 27.02M +6.3M (+30.4%) 0.21% +0.065 pp 0.03% -0.023 pp USD48.34 -10.3% 13 qtrs —
80 MAN GROUP PLC 613.6K -17.7K (-2.8%) 26.59M -4.0M (-13.1%) 0.20% -0.007 pp 0.05% -0.008 pp USD49.55 -12.5% 24 qtrs —
81 CARTENNA CAPITAL, LP 600.0K +600.0K (+100.0%) 26.00M +26.0M (+100.0%) 0.20% +0.199 pp 0.87% +0.865 pp USD43.34 +0.0% 1 qtrs NEW
82 ASSENAGON ASSET MANAGEMENT S.A. 597.8K +165.5K (+38.3%) 25.91M +5.0M (+23.7%) 0.20% +0.054 pp 0.04% +0.007 pp USD50.75 -14.6% 15 qtrs —
83 KEYBANK NATIONAL ASSOCIATION/OH 566.0K -124.5K (-18.0%) 24.53M -8.9M (-26.7%) 0.19% -0.042 pp 0.09% -0.030 pp USD52.57 -17.6% 8 qtrs —
84 BNP PARIBAS ARBITRAGE, SNC 549.2K +361.2K (+192.2%) 23.80M +14.7M (+161.4%) 0.18% +0.120 pp 0.01% +0.006 pp USD45.59 -4.9% 5 qtrs —
85 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 539.1K +177.2K (+49.0%) 23.36M +5.8M (+33.3%) 0.18% +0.059 pp 0.04% +0.008 pp USD49.67 -12.7% 5 qtrs —
86 ALLIANCEBERNSTEIN L.P. 518.5K +77.8K (+17.7%) 22.47M +1.1M (+5.2%) 0.17% +0.025 pp 0.01% +0.000 pp USD55.10 -21.3% 26 qtrs —
87 SEI INVESTMENTS CO 507.4K -39.4K (-7.2%) 21.99M -4.5M (-17.0%) 0.17% -0.014 pp 0.02% -0.007 pp USD55.80 -22.3% 20 qtrs —
88 GREAT WEST LIFE ASSURANCE CO /CAN/ 499.4K -18.8K (-3.6%) 21.64M -3.9M (-15.3%) 0.17% -0.007 pp 0.04% +0.001 pp USD45.41 -4.6% 23 qtrs —
89 NATIXIS ADVISORS, L.P. 491.5K -287.9K (-36.9%) 21.30M -16.5M (-43.6%) 0.16% -0.096 pp 0.03% -0.025 pp USD53.43 -18.9% 13 qtrs —
90 SCHRODER INVESTMENT MANAGEMENT GROUP 468.9K +56.9K (+13.8%) 20.32M +360.1K (+1.8%) 0.16% +0.018 pp 0.02% +0.000 pp USD48.00 -9.7% 5 qtrs —
91 TREXQUANT INVESTMENT LP 459.1K +137.2K (+42.6%) 19.90M +4.3M (+27.6%) 0.15% +0.045 pp 0.18% +0.017 pp USD50.34 -13.9% 15 qtrs —
92 RENAISSANCE GROUP LLC 458.1K -61.5K (-11.8%) 19.85M -5.3M (-21.1%) 0.15% -0.021 pp 0.80% -0.152 pp USD55.21 -21.5% 3 qtrs —
93 RAIFFEISEN BANK INTERNATIONAL AG 450.0K +103.5K (+29.9%) 19.84M +2.8M (+16.1%) 0.15% +0.034 pp 0.26% +0.029 pp USD51.82 -16.4% 5 qtrs —
94 ARTEMIS INVESTMENT MANAGEMENT LLP 451.3K -63.8K (-12.4%) 19.56M -5.4M (-21.6%) 0.15% -0.022 pp 0.24% -0.074 pp USD51.71 -16.2% 10 qtrs —
95 CITIGROUP INC 444.7K +69.9K (+18.6%) 19.27M +1.1M (+6.1%) 0.15% +0.023 pp 0.01% +0.000 pp USD48.26 -10.2% 26 qtrs —
96 JUMP FINANCIAL, LLC 443.7K +258.5K (+139.5%) 19.23M +10.3M (+114.3%) 0.15% +0.086 pp 0.24% +0.129 pp USD45.47 -4.7% 12 qtrs —
97 NICHOLAS COMPANY, INC. 443.6K -140.0 (0.0%) 19.23M -2.3M (-10.6%) 0.15% -0.001 pp 0.34% -0.028 pp USD40.95 +5.8% 16 qtrs —
98 RETIREMENT SYSTEMS OF ALABAMA 436.4K +71.8K (+19.7%) 18.91M +1.3M (+7.1%) 0.14% +0.023 pp 0.06% +0.003 pp USD40.09 +8.1% 14 qtrs —
99 DAVIDSON INVESTMENT ADVISORS 414.1K -32.1K (-7.2%) 17.95M -3.7M (-17.0%) 0.14% -0.011 pp 0.75% -0.171 pp USD46.68 -7.2% 8 qtrs —
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.77
Neutral
Buys
1
Sells
2
Shares acquired
1.3K
Shares disposed
1.7K
Cash buys
—
Cash sales
—
Net activity
-393
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
2026-04-15 Yates Daniel S. Officer M-Exempt A Common Stock 1,322 0.00 — 29,975 D ↗
2026-03-15 Benson James M Officer M-Exempt A Common Stock 17,732 0.00 — 142,705 D ↗
2026-03-05 Zugelder Dan Officer M-Exempt D Performance Restricted Stock Units (Financial) 13,918 0.00 — 13,918 D ↗
2026-03-05 Yates Daniel S. Officer F-InKind D Common Stock 806 39.21 31.6K 27,751 D ↗
2026-03-05 MCCONNELL RICK M Director / Officer M-Exempt A Common Stock 14,814 0.00 — 177,223 D ↗
2026-03-05 Greifeneder Bernd Officer M-Exempt A Common Stock 3,221 0.00 — 927,567 D ↗
2026-03-05 Benson James M Officer F-InKind D Common Stock 1,131 39.21 44.3K 121,485 D ↗
2026-03-04 Campbell Lisa M Director M-Exempt D Restricted Stock Units 506 0.00 — 5,062 D ↗
2026-03-03 McMahon Stephen A Officer P-Purchase A Common Stock 3,000 35.75 107.3K 3,454 D ↗
2026-03-01 Kulkarni Amol Director M-Exempt A Common Stock 519 0.00 — 9,170 D ↗
2026-01-15 Yates Daniel S. Officer M-Exempt D Restricted Stock Units 1,323 0.00 — 9,257 D ↗
2025-12-15 Benson James M Officer F-InKind D Common Stock 8,574 44.38 380.5K 111,762 D ↗
2025-12-10 Zugelder Dan Officer S-Sale D Common Stock 7,505 45.27 339.8K 8,925 D ↗
2025-12-05 Zugelder Dan Officer M-Exempt A Common Stock 6,387 0.00 — 15,362 D ↗
2025-12-05 Yates Daniel S. Officer F-InKind D Common Stock 348 44.45 15.5K 25,284 D ↗
2025-12-05 MCCONNELL RICK M Director / Officer M-Exempt D Restricted Stock Units 12,607 0.00 — 25,215 D ↗
2025-12-05 Greifeneder Bernd Officer M-Exempt A Common Stock 4,130 0.00 — 922,555 D ↗
2025-12-05 Campbell Lisa M Director S-Sale D Common Stock 253 44.24 11.2K 1,265 D ↗
2025-12-05 Benson James M Officer M-Exempt A Common Stock 4,938 0.00 — 104,992 D ↗
2025-12-04 Campbell Lisa M Director M-Exempt D Restricted Stock Units 506 0.00 — 5,568 D ↗
2025-12-01 Kulkarni Amol Director M-Exempt A Common Stock 519 0.00 — 8,651 D ↗
2025-11-17 Yates Daniel S. Officer S-Sale D Common Stock 2,000 46.69 93.4K 23,380 D ↗
2025-11-15 MCCONNELL RICK M Director / Officer M-Exempt A Common Stock 5,275 0.00 — 113,400 D ↗
2025-11-11 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 30,000 46.61 1.40M 108,125 D ↗
2025-10-15 Yates Daniel S. Officer F-InKind D Common Stock 517 47.78 24.7K 25,380 D ↗
2025-10-06 Zugelder Dan Officer S-Sale D Common Stock 7,503 50.00 375.2K 1,420 D ↗
2025-10-03 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 11,782 50.06 589.8K 138,125 D ↗
2025-10-02 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 48,218 50.00 2.41M 149,907 D ↗
2025-09-15 Benson James M Officer F-InKind D Common Stock 8,574 48.61 416.8K 92,852 D ↗
2025-09-09 Zugelder Dan Officer S-Sale D Common Stock 7,506 49.73 373.3K 8,923 D ↗
2025-09-05 Zugelder Dan Officer F-InKind D Common Stock 2,921 50.00 146.1K 4,887 D ↗
2025-09-05 Yates Daniel S. Officer M-Exempt A Common Stock 2,410 0.00 — 25,624 D ↗
2025-09-05 MCCONNELL RICK M Director / Officer M-Exempt A Common Stock 11,556 0.00 — 203,994 D ↗
2025-09-05 Greifeneder Bernd Officer F-InKind D Common Stock 2,105 50.00 105.3K 906,810 D ↗
2025-09-05 Campbell Lisa M Director S-Sale D Common Stock 1,013 49.77 50.4K 1,012 D ↗
2025-09-05 Benson James M Officer M-Exempt D Restricted Stock Units 4,278 0.00 — 12,832 D ↗
2025-09-04 Yates Daniel S. Officer S-Sale D Common Stock 2,000 49.89 99.8K 22,555 D ↗
2025-09-04 Campbell Lisa M Director M-Exempt A Common Stock 2,025 0.00 — 2,025 D ↗
2025-09-01 Kulkarni Amol Director M-Exempt A Common Stock 519 0.00 — 8,132 D ↗
2025-08-20 Wolberg Kirsten O. Director M-Exempt A Common Stock 3,981 0.00 — 23,871 D ↗
2025-08-20 Ward Jill A Director M-Exempt D Restricted Stock Units 3,981 0.00 — 0 D ↗
2025-08-20 Rowland Stephen Eric Director M-Exempt D Restricted Stock Units 3,981 0.00 — 0 D ↗
2025-08-20 LIFSHATZ STEPHEN J Director M-Exempt A Common Stock 3,981 0.00 — 36,471 D ↗
2025-08-20 Kulkarni Amol Director M-Exempt D Restricted Stock Units 3,981 0.00 — 0 D ↗
2025-08-20 Capone Michael L Director M-Exempt A Common Stock 3,981 0.00 — 46,471 D ↗
2025-08-20 Campbell Lisa M Director A-Award A Restricted Stock Units 4,111 0.00 — 4,111 D ↗
2025-08-15 MCCONNELL RICK M Director / Officer M-Exempt A Common Stock 5,275 0.00 — 173,182 D ↗
2025-07-15 Yates Daniel S. Officer M-Exempt A Common Stock 1,323 0.00 — 24,997 D ↗
2025-07-15 Rowland Stephen Eric Director M-Exempt D Restricted Stock Units 431 0.00 — 0 D ↗
2025-07-01 Zugelder Dan Officer S-Sale D Common Stock 15,822 54.84 867.7K 1,420 D ↗
2025-06-16 Greifeneder Bernd Officer S-Sale D Common Stock 232 53.46 12.4K 897 I ↗
2025-06-15 Benson James M Officer M-Exempt D Restricted Stock Units 17,732 0.00 — 106,391 D ↗
2025-06-11 Benson James M Officer S-Sale D Common Stock 59,661 54.75 3.27M 64,784 D ↗
2025-06-09 Zugelder Dan Officer S-Sale D Common Stock 13,947 54.44 759.2K 19,119 D ↗
2025-06-05 Zugelder Dan Officer M-Exempt D Performance Restricted Stock Units (rTSR) 9,034 0.00 — 0 D ↗
2025-06-05 Yates Daniel S. Officer — — — 0 0.00 — 0 — ↗
2025-06-05 McMahon Stephen A Officer A-Award A Restricted Stock Units 93,138 0.00 — 93,138 D ↗
2025-06-05 MCCONNELL RICK M Director / Officer F-InKind D Common Stock 6,867 54.94 377.3K 79,589 D ↗
2025-06-05 Greifeneder Bernd Officer — — — 0 0.00 — 0 — ↗
2025-06-05 Benson James M Officer M-Exempt D Restricted Stock Units 4,277 0.00 — 17,110 D ↗
2025-05-23 Zugelder Dan Officer A-Award A Common Stock 38,464 0.00 — 215,848 D ↗
2025-05-23 Yates Daniel S. Officer A-Award A Common Stock 6,689 0.00 — 57,622 D ↗
2025-05-23 MCCONNELL RICK M Director / Officer A-Award A Common Stock 137,971 0.00 — 574,532 D ↗
2025-05-23 Greifeneder Bernd Officer A-Award A Common Stock 38,464 0.00 — 1,021,555 D ↗
2025-05-23 Benson James M Officer A-Award A Common Stock 45,991 0.00 — 374,889 D ↗
2025-05-20 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 40,000 53.10 2.12M 436,561 D ↗
2025-05-15 MCCONNELL RICK M Director / Officer F-InKind D Common Stock 2,679 53.03 142.1K 476,561 D ↗
2025-05-15 Greifeneder Bernd Officer F-InKind D Common Stock 2,048 53.03 108.6K 983,091 D ↗
2025-05-12 Zugelder Dan Officer S-Sale D Common Stock 6,793 50.00 339.7K 177,384 D ↗
2025-05-12 McMahon Stephen A Officer — — — 0 0.00 — 0 — ↗
2025-04-15 Yates Daniel S. Officer F-InKind D Common Stock 393 43.47 17.1K 50,933 D ↗
2025-03-15 Benson James M Officer F-InKind D Common Stock 7,022 48.47 340.4K 328,898 D ↗
2025-03-07 Zugelder Dan Officer S-Sale D Common Stock 6,794 53.25 361.8K 184,177 D ↗
2025-03-05 Zugelder Dan Officer F-InKind D Common Stock 6,719 56.15 377.3K 190,971 D ↗
2025-03-05 Yates Daniel S. Officer F-InKind D Common Stock 763 56.15 42.8K 51,326 D ↗
2025-03-05 MCCONNELL RICK M Director / Officer F-InKind D Common Stock 27,480 56.15 1.54M 479,240 D ↗
2025-03-05 Greifeneder Bernd Officer S-Sale D Common Stock 26 55.01 1.4K 2,100 I ↗
2025-03-05 Dollentz-Scharer Matthias Officer F-InKind D Common Stock 4,972 56.15 279.2K 89,137 D ↗
2025-03-05 Benson James M Officer F-InKind D Common Stock 3,084 56.15 173.2K 335,920 D ↗
2025-02-20 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 38,292 60.42 2.31M 508,428 D ↗
2025-02-15 MCCONNELL RICK M Director / Officer F-InKind D Common Stock 1,964 61.30 120.4K 546,720 D ↗
2025-02-15 Greifeneder Bernd Officer F-InKind D Common Stock 2,253 61.30 138.1K 995,226 D ↗
2025-02-15 Dollentz-Scharer Matthias Officer F-InKind D Common Stock 1,306 61.30 80.1K 94,109 D ↗
2025-02-14 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 300 62.14 18.6K 548,684 D ↗
2025-02-12 Benson James M Officer S-Sale D Common Stock 34,932 61.05 2.13M 339,004 D ↗
2025-02-10 LIFSHATZ STEPHEN J Director S-Sale D Common Stock 2,500 60.88 152.2K 36,471 D ↗
2025-01-15 Yates Daniel S. Officer F-InKind D Common Stock 463 50.52 23.4K 52,089 D ↗
2024-12-15 Benson James M Officer F-InKind D Common Stock 8,573 54.41 466.5K 373,936 D ↗
2024-12-06 Zugelder Dan Officer S-Sale D Common Stock 11,021 58.68 646.7K 197,690 D ↗
2024-12-06 Greifeneder Bernd Officer S-Sale D Common Stock 27 58.65 1.6K 2,126 I ↗
2024-12-05 Zugelder Dan Officer F-InKind D Common Stock 9,285 58.63 544.4K 208,180 D ↗
2024-12-05 Yates Daniel S. Officer F-InKind D Common Stock 982 58.63 57.6K 52,552 D ↗
2024-12-05 MCCONNELL RICK M Director / Officer F-InKind D Common Stock 29,229 58.63 1.71M 588,684 D ↗
2024-12-05 Greifeneder Bernd Officer F-InKind D Common Stock 10,090 58.63 591.6K 997,479 D ↗
2024-12-05 Dollentz-Scharer Matthias Officer F-InKind D Common Stock 4,972 58.63 291.5K 95,415 D ↗
2024-12-05 Benson James M Officer F-InKind D Common Stock 4,881 58.63 286.2K 382,509 D ↗
2024-12-04 Greifeneder Bernd Officer S-Sale D Common Stock 50,000 57.83 2.89M 1,007,038 D ↗
2024-11-25 Dollentz-Scharer Matthias Officer M-Exempt A Common Stock 39,050 33.03 1.29M 146,374 D ↗
2024-11-15 MCCONNELL RICK M Director / Officer F-InKind D Common Stock 2,674 52.35 140.0K 617,913 D ↗
2024-11-15 Greifeneder Bernd Officer F-InKind D Common Stock 2,254 52.35 118.0K 1,057,038 D ↗
2024-11-15 Dollentz-Scharer Matthias Officer F-InKind D Common Stock 1,304 52.35 68.3K 120,387 D ↗
2024-11-11 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 30,000 53.28 1.60M 620,587 D ↗
2024-11-05 LIFSHATZ STEPHEN J Director S-Sale D Common Stock 2,500 55.00 137.5K 38,971 D ↗
2024-10-15 Yates Daniel S. Officer F-InKind D Common Stock 1,765 53.68 94.7K 53,273 D ↗
2024-10-11 LIFSHATZ STEPHEN J Director S-Sale D Common Stock 5,000 55.00 275.0K 41,471 D ↗
2024-09-16 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 50,000 51.50 2.58M 650,587 — ↗
2024-09-13 Benson James M Officer F-InKind D Common Stock 8,574 50.74 435.0K 387,122 — ↗
2024-09-06 Zugelder Dan Officer S-Sale D Common Stock 11,022 49.71 547.9K 217,465 — ↗
2024-09-06 Greifeneder Bernd Officer S-Sale D Common Stock 26 49.48 1.3K 1,970 — ↗
2024-09-05 Zugelder Dan Officer F-InKind D Common Stock 9,285 49.27 457.5K 228,487 — ↗
2024-09-05 Yates Daniel S. Officer F-InKind D Common Stock 804 49.27 39.6K 55,038 — ↗
2024-09-05 MCCONNELL RICK M Director / Officer F-InKind D Common Stock 29,230 49.27 1.44M 700,587 — ↗
2024-09-05 Greifeneder Bernd Officer F-InKind D Common Stock 10,087 49.27 497.0K 1,059,292 — ↗
2024-09-05 Dollentz-Scharer Matthias Officer F-InKind D Common Stock 4,972 49.27 245.0K 121,691 — ↗
2024-09-05 Benson James M Officer F-InKind D Common Stock 4,883 49.27 240.6K 395,696 — ↗
2024-09-04 Campbell Lisa M Director A-Award A Common Stock 8,099 0.00 — 8,099 — ↗
2024-08-23 Wolberg Kirsten O. Director A-Award A Common Stock 3,981 0.00 — 23,871 — ↗
2024-08-23 Ward Jill A Director A-Award A Common Stock 3,981 0.00 — 40,611 — ↗
2024-08-23 Rowland Stephen Eric Director A-Award A Common Stock 3,981 0.00 — 20,871 — ↗
2024-08-23 LIFSHATZ STEPHEN J Director A-Award A Common Stock 3,981 0.00 — 46,471 — ↗
2024-08-23 Kulkarni Amol Director A-Award A Common Stock 3,981 0.00 — 12,282 — ↗
2024-08-23 Capone Michael L Director A-Award A Common Stock 3,981 0.00 — 46,471 — ↗
2024-08-15 MCCONNELL RICK M Director / Officer F-InKind D Common Stock 2,674 48.93 130.8K 729,817 — ↗
2024-08-15 Greifeneder Bernd Officer F-InKind D Common Stock 2,254 48.93 110.3K 1,069,379 — ↗
2024-08-15 Dollentz-Scharer Matthias Officer F-InKind D Common Stock 1,304 48.93 63.8K 126,663 — ↗
2024-07-15 Zugelder Dan Officer S-Sale D Common Stock 15,404 44.22 681.1K 237,772 — ↗
2024-06-14 Benson James M Officer F-InKind D Common Stock 8,574 42.10 361.0K 400,579 — ↗
2024-06-13 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 50,000 46.41 2.32M 732,491 — ↗
2024-06-06 Zugelder Dan Officer S-Sale D Common Stock 18,870 46.72 881.5K 253,176 — ↗
2024-06-06 Greifeneder Bernd Officer S-Sale D Common Stock 103 47.08 4.8K 1,996 — ↗
2024-06-05 Zugelder Dan Officer F-InKind D Common Stock 26,955 46.68 1.26M 271,585 — ↗
2024-06-05 Yates Daniel S. Officer A-Award A Common Stock 8,577 0.00 — 58,514 — ↗
2024-06-05 MCCONNELL RICK M Director / Officer F-InKind D Common Stock 73,567 46.68 3.43M 782,491 — ↗
2024-06-05 Greifeneder Bernd Officer A-Award A Common Stock 1,394 0.00 — 1,995 — ↗
2024-06-05 Dollentz-Scharer Matthias Officer F-InKind D Common Stock 13,566 46.68 633.3K 127,967 — ↗
2024-06-05 Benson James M Officer F-InKind D Common Stock 19,235 46.68 897.9K 409,153 — ↗
2024-05-15 Zugelder Dan Officer A-Award A Common Stock 166,186 0.00 — 249,223 — ↗
2024-05-15 Yates Daniel S. Officer A-Award A Common Stock 28,777 0.00 — 49,937 — ↗
2024-05-15 MCCONNELL RICK M Director / Officer A-Award A Common Stock 204,731 0.00 — 679,162 — ↗
2024-05-15 Greifeneder Bernd Officer A-Award A Common Stock 62,150 0.00 — 1,046,550 — ↗
2024-05-15 Dollentz-Scharer Matthias Officer A-Award A Common Stock 36,559 0.00 — 105,081 — ↗
2024-05-15 Benson James M Officer A-Award A Common Stock 69,463 0.00 — 369,051 — ↗
2024-03-15 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 25,000 46.29 1.16M 477,105 — ↗
2024-03-12 Zugelder Dan Officer S-Sale D Common Stock 4,302 46.26 199.0K 83,037 — ↗
2024-03-06 Zugelder Dan Officer S-Sale D Common Stock 2,086 46.88 97.8K 87,339 — ↗
2024-03-06 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 12,001 46.88 562.6K 502,105 — ↗
2024-03-06 Greifeneder Bernd Officer S-Sale D Common Stock 5,184 46.88 243.0K 988,043 — ↗
2024-03-06 Dollentz-Scharer Matthias Officer S-Sale D Common Stock 2,075 46.88 97.3K 70,570 — ↗
2024-02-16 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 1,991 51.91 103.4K 514,106 — ↗
2024-02-16 Greifeneder Bernd Officer S-Sale D Common Stock 3,689 51.91 191.5K 993,227 — ↗
2024-02-16 Dollentz-Scharer Matthias Officer S-Sale D Common Stock 2,076 51.91 107.8K 72,645 — ↗
2024-02-15 Zugelder Dan Officer S-Sale D Common Stock 6,595 52.61 347.0K 89,425 — ↗
2024-02-14 THOMA BRAVO UGP, LLC 10% Owner J-Other D Common Stock 2,847,726 0.00 — 16,114,344 — ↗
2024-02-12 THOMA BRAVO UGP, LLC 10% Owner S-Sale D Common Stock 14,242,929 52.60 749.18M 16,114,344 — ↗
2024-01-16 Zugelder Dan Officer S-Sale D Common Stock 6,596 56.25 371.0K 96,020 — ↗
2023-12-18 Benson James M Officer S-Sale D Common Stock 35,996 54.84 1.97M 299,588 — ↗
2023-12-15 Zugelder Dan Officer S-Sale D Common Stock 6,497 54.59 354.7K 102,616 — ↗
2023-12-06 Zugelder Dan Officer S-Sale D Common Stock 13,083 54.63 714.7K 109,113 — ↗
2023-12-06 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 14,018 54.63 765.8K 516,097 — ↗
2023-12-06 Greifeneder Bernd Officer S-Sale D Common Stock 4,715 54.63 257.6K 996,916 — ↗
2023-12-06 Dollentz-Scharer Matthias Officer S-Sale D Common Stock 2,074 54.63 113.3K 74,721 — ↗
2023-12-04 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 25,000 54.85 1.37M 530,115 — ↗
2023-12-01 THOMA BRAVO UGP, LLC 10% Owner J-Other D Common Stock 3,032,740 0.00 — 30,357,273 — ↗
2023-11-17 THOMA BRAVO UGP, LLC 10% Owner S-Sale D Common Stock 1,500,000 50.00 75.00M 30,357,273 — ↗
2023-11-16 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 23,837 50.78 1.21M 555,115 — ↗
2023-11-16 Greifeneder Bernd Officer S-Sale D Common Stock 3,691 50.78 187.4K 1,001,157 — ↗
2023-11-16 Dollentz-Scharer Matthias Officer S-Sale D Common Stock 2,076 50.78 105.4K 76,795 — ↗
2023-11-15 THOMA BRAVO UGP, LLC 10% Owner S-Sale D Common Stock 10,000,000 50.00 500.00M 31,857,273 — ↗
2023-11-06 THOMA BRAVO UGP, LLC 10% Owner S-Sale D Common Stock 9,811,097 46.40 455.23M 41,857,273 — ↗
2023-10-15 Yates Daniel S. Officer A-Award A Common Stock 21,160 0.00 — 21,160 — ↗
2023-09-06 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 14,053 47.10 662.0K 578,952 — ↗
2023-09-06 Greifeneder Bernd Officer S-Sale D Common Stock 5,198 47.10 244.8K 1,004,848 — ↗
2023-09-06 Dollentz-Scharer Matthias Officer S-Sale D Common Stock 2,079 47.10 97.9K 78,871 — ↗
2023-09-05 Yates Daniel S. Officer — — — 0 0.00 — 0 — ↗
2023-09-01 Kulkarni Amol Director A-Award A Common Stock 8,301 0.00 — 8,301 — ↗
2023-08-23 Wolberg Kirsten O. Director A-Award A Common Stock 4,290 0.00 — 19,890 — ↗
2023-08-23 Ward Jill A Director A-Award A Common Stock 4,290 0.00 — 36,630 — ↗
2023-08-23 VIRNIG KENNETH J. II Director A-Award A Common Stock, par value $0.001 per share 4,290 0.00 — 29,990 — ↗
2023-08-23 Rowland Stephen Eric Director A-Award A Common Stock 4,290 0.00 — 16,890 — ↗
2023-08-23 LIFSHATZ STEPHEN J Director A-Award A Common Stock 4,290 0.00 — 42,490 — ↗
2023-08-23 Capone Michael L Director A-Award A Common Stock 4,290 0.00 — 42,490 — ↗
2023-08-23 BORO SETH Director A-Award A Common Stock, par value $0.001 per share 4,290 0.00 — 29,990 — ↗
2023-08-18 Dollentz-Scharer Matthias Officer S-Sale D Common Stock 739 45.36 33.5K 80,950 — ↗
2023-08-16 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 2,629 45.49 119.6K 593,005 — ↗
2023-08-16 Greifeneder Bernd Officer S-Sale D Common Stock 4,905 45.49 223.1K 1,010,046 — ↗
2023-08-16 Dollentz-Scharer Matthias Officer S-Sale D Common Stock 2,977 45.49 135.4K 81,689 — ↗
2023-08-16 Allen Alicia Officer S-Sale D Common Stock 1,500 46.11 69.2K 91,180 — ↗
2023-07-17 Allen Alicia Officer S-Sale D Common Stock 1,500 54.96 82.4K 92,680 — ↗
2023-07-15 Zugelder Dan Officer A-Award A Common Stock 102,200 0.00 — 102,200 — ↗
2023-07-05 Zugelder Dan Officer — — — 0 0.00 — 0 — ↗
2023-06-16 Allen Alicia Officer S-Sale D Common Stock 1,368 51.77 70.8K 94,312 — ↗
2023-06-15 Greifeneder Bernd Officer A-Award A Common Stock 231 0.00 — 601 — ↗
2023-06-12 Pace Stephen J. Officer S-Sale D Common Stock 27,843 50.95 1.42M 127,790 — ↗
2023-06-12 Dollentz-Scharer Matthias Officer M-Exempt A Stock Option (Right to Buy) 48,560 16.00 777.0K 6,937 — ↗
2023-06-09 Pace Stephen J. Officer S-Sale D Common Stock 29,178 51.07 1.49M 152,891 — ↗
2023-06-08 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 20,000 51.00 1.02M 595,634 — ↗
2023-06-07 Pace Stephen J. Officer S-Sale D Common Stock 26,222 51.75 1.36M 165,587 — ↗
2023-06-07 MCCONNELL RICK M Director / Officer S-Sale D Common Stock 98,323 51.75 5.09M 615,634 — ↗
2023-06-07 Greifeneder Bernd Officer S-Sale D Common Stock 30,755 51.75 1.59M 1,014,951 — ↗
2023-06-07 Dollentz-Scharer Matthias Officer S-Sale D Common Stock 12,719 51.75 658.2K 113,826 — ↗

Executive team

Top executives
Shares Outstanding
301.49M

Executive compensation

Executive compensation (annual)
# Year ⇅ Executive ⇅ Salary ⇅ Bonus Stock award ⇅ Option award Incentive Other Total ⇅ % Stock-
based ⇅		 Filing
1 2025 Rick McConnell Chief Executive Officer 675.0K — 18.00M — 671.8K 32.8K 19.38M 92.88% ↗
2 2025 Jim Benson EVP, Chief Financial Officer and Treasurer 505.0K — 6.00M — 377.0K 15.7K 6.90M 86.99% ↗
3 2025 Dan Zugelder EVP, Chief Revenue Officer 490.0K — 5.02M — 487.7K 27.3K 6.02M 83.31% ↗
4 2025 Bernd Greifeneder EVP, Chief Technology Officer 445.9K — 5.02M — 310.7K 282.00 5.78M 86.89% ↗
5 2025 Matthias Dollentz-Scharer Former EVP, Chief Customer Officer 432.8K — 3.71M — 301.5K 13.5K 4.46M 83.22% ↗
6 2024 Rick McConnell Chief Executive Officer 655.0K — 15.90M — 696.3K 31.6K 17.28M 92.00% ↗
7 2024 Dan Zugelder EVP, Chief Revenue Officer 352.3K 250.0K 13.35M — 374.5K 2.2K 14.33M 93.17% ↗
8 2024 Jim Benson EVP, Chief Financial Officer and Treasurer 490.0K — 5.39M — 390.7K 13.6K 6.29M 85.78% ↗
9 2024 Bernd Greifeneder EVP, Chief Technology Officer 429.5K — 4.83M — 319.6K 17.4K 5.59M 86.29% ↗
10 2024 Matthias Dollentz-Scharer Former EVP, Chief Customer Officer 404.2K — 2.84M — 257.8K 24.7K 3.53M 80.52% ↗
11 2024 Matthias Dollentz-Scharer EVP, Chief Customer Officer 404.2K — 2.84M — 257.8K 24.7K 3.53M 80.52% ↗
12 2023 Rick McConnell Chief Executive Officer 630.0K — 13.23M — 670.6K 28.5K 14.56M 90.87% ↗
13 2023 Jim Benson EVP, Chief Financial Officer and Treasurer 179.9K — 11.16M — 143.6K 6.8K 11.49M 97.13% ↗
14 2023 Jim Benson SVP, Chief Financial Officer and Treasurer 179.9K — 11.16M — 143.6K 6.8K 11.49M 97.13% ↗
15 2023 Steve Pace SVP, Chief Revenue Officer 450.0K — 4.63M — 468.0K 26.0K 5.58M 83.07% ↗
16 2023 Bernd Greifeneder SVP, Chief Technology Officer 408.6K — 4.41M — 260.9K — 5.08M 86.82% ↗
17 2023 Bernd Greifeneder EVP, Chief Technology Officer 408.6K — 4.41M — 260.9K — 5.08M 86.82% ↗
18 2023 Matthias Dollentz-Scharer SVP, Chief Customer Officer 345.9K — 2.09M — 220.9K 9.7K 2.67M 78.38% ↗
19 2023 Matthias Dollentz-Scharer Former EVP, Chief Customer Officer 345.9K — 2.09M — 220.9K 9.7K 2.67M 78.38% ↗
20 2023 Matthias Dollentz-Scharer EVP, Chief Customer Officer 345.9K — 2.09M — 220.9K 9.7K 2.67M 78.38% ↗
21 2023 Kevin Burns Former SVP, Chief Financial Officer and Treasurer 341.3K — 375.4K 563.4K — 311.0K 1.59M 59.01% ↗
22 2022 Rick McConnell Chief Executive Officer 184.8K 250.0K 20.31M — 220.4K 5.4K 20.97M 96.85% ↗
23 2022 Kevin Burns Former SVP, Chief Financial Officer and Treasurer 435.0K — 7.29M — 394.7K 11.8K 8.13M 89.65% ↗
24 2022 Steve Pace SVP, Chief Revenue Officer 430.0K — 4.43M — 499.0K 18.6K 5.38M 82.40% ↗
25 2022 Bernd Greifeneder EVP, Chief Technology Officer 373.5K 1.2K 4.15M — 271.2K — 4.80M 86.55% ↗
26 2022 Bernd Greifeneder SVP, Chief Technology Officer 373.5K 1.2K 4.15M — 271.2K — 4.80M 86.55% ↗
27 2021 Steve Pace SVP, Chief Revenue Officer 400.0K — 1.48M 1.49M 493.0K 15.4K 3.88M 76.58% ↗
28 2021 Kevin Burns Former SVP, Chief Financial Officer and Treasurer 405.0K — 1.48M 1.49M 372.5K 11.7K 3.76M 79.00% ↗
29 2021 Bernd Greifeneder SVP, Chief Technology Officer 358.0K — 1.33M 1.34M 278.1K — 3.31M 80.77% ↗
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-07-08 DEFA14A ↗
2025-07-08 DEF 14A ↗

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-13 8-K ↗
2026-04-29 SC 13G ↗
2026-04-29 SC 13G ↗
2026-04-24 SC 13G/A ↗
2026-04-16 4 ↗
2026-03-26 SC 13G/A ↗
2026-03-17 4 ↗
2026-03-09 4 ↗
2026-03-09 4 ↗
2026-03-09 4 ↗

Executive team

NameTitleCompensationGender
Rick McConnell Chief Executive Officer & Director 1M male
Dan Zugelder Executive Vice President & Chief Revenue Officer 1M male
James Martin Benson Executive Vice President, Chief Financial Officer & Treasurer 897.7K male
Bernd Greifeneder Founder, Executive Vice President & Chief Technology Officer 756.9K male
Nicole Fitzpatrick Executive Vice President, Chief Legal Officer & Secretary — female
Noelle Faris Vice President of Investor Relations — female
Steve Tack Chief Product Officer — male
Daniel Yates Senior Vice President, Corporate Controller & Chief Accounting Officer — male
Laura Heisman Chief Marketing Officer — female
Michael J. Rogers Chief People Officer — male
ESG Rating
B
SOFTWARE - APPLICATION
Rank: 65 out of 254
2026
E (Environmental)
94.6 / 66.0
Company / Sector avg.
S (Social)
76.0 / 69.5
Company / Sector avg.
G (Governance)
83.7 / 67.5
Company / Sector avg.
ESG Total
84.8 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-01-09 2026-02-18 Michael Patrick Guest MS03 Spouse Sale $1,001 - $15,000 ↗
2025-09-25 2025-10-22 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000 ↗
2025-09-22 2025-10-13 Michael McCaul TX10 Spouse Sale $15,001 - $50,000 ↗
2025-09-16 2025-10-13 Michael McCaul TX10 Spouse Sale $15,001 - $50,000 ↗
2025-09-11 2025-10-13 Michael McCaul TX10 Spouse Sale $15,001 - $50,000 ↗
2025-09-11 2025-10-22 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000 ↗
2025-09-09 2025-10-13 Michael McCaul TX10 Spouse Sale $1,001 - $15,000 ↗
2025-09-08 2025-10-13 Michael McCaul TX10 Spouse Sale $1,001 - $15,000 ↗
2025-09-04 2025-10-13 Michael McCaul TX10 Spouse Sale $1,001 - $15,000 ↗
2025-07-10 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000 ↗
2025-06-24 2025-08-13 Lisa McClain MI09 Spouse Sale (Partial) $1,001 - $15,000 ↗
2025-06-17 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000 ↗
2025-05-15 2025-06-12 Michael McCaul TX10 Spouse Purchase $15,001 - $50,000 ↗
2025-04-08 2025-05-15 Michael McCaul TX10 Spouse Purchase $15,001 - $50,000 ↗
2025-03-12 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000 ↗
2025-02-05 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000 ↗
2024-11-19 2024-12-18 Michael McCaul TX10 Spouse Sale $15,001 - $50,000 ↗
2024-11-08 2024-12-18 Michael McCaul TX10 Spouse Purchase $15,001 - $50,000 ↗
2024-10-25 2024-11-14 Michael McCaul TX10 — Purchase $15,001 - $50,000 ↗
2024-08-26 2024-09-18 Michael McCaul TX10 Spouse Sale $1,001 - $15,000 ↗
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits

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