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DoubleVerify Holdings, Inc. (DV)

USD11.89 +0.29 (+2.50%)
US NYSE Technology Software - Application
Address 233 Spring Street 10013
New York City, NY, US
CEO Mark S. Zagorski
IPO 2021-04-21
CIK 1819928 ISIN US25862V1052

Explore sections of this company profile

Description

DoubleVerify Holdings, Inc. offers a comprehensive software platform designed for measuring, analyzing, and providing data insights for digital media, serving clients both domestically and across global markets. Through its various offerings, the company equips advertisers with impartial data analytics, empowering them to significantly enhance the impact, integrity, and financial returns of their online advertising campaigns. Among its core solutions is DV Authentic Ad, a crucial tool for assessing digital media quality by scrutinizing factors such as advertising fraud, brand suitability, ad viewability, and geographic placement for every individual digital advertisement. Another is the DV Authentic Attention solution, which furnishes predictive analytics on audience exposure and engagement, thereby optimizing campaign efficacy. Additionally, the Custom Contextual solution enables advertisers to strategically align their advertisements with pertinent content, thereby maximizing user interaction and boosting overall campaign results. The company also features the DV Publisher Suite, a specialized offering for digital publishers. This suite helps them optimize revenue and enhance inventory utilization by improving video content delivery, pinpointing missed or unsold opportunities, and consolidating data from all available inventory sources. Furthermore, DV Pinnacle provides a user-friendly service and analytics platform interface, allowing clients to configure and implement controls for their media strategies and diligently monitor campaign performance across diverse channels, formats, and devices. These sophisticated software solutions are seamlessly integrated throughout the broader digital advertising ecosystem, encompassing programmatic trading platforms, connected television (CTV), social media outlets, and various digital publishers. DoubleVerify caters to a wide array of clients, including prominent brands, publishers, and other supply-side entities, spanning numerous sectors such as consumer packaged goods, finance, telecommunications, technology, automotive, and healthcare. Established in 2008, the company maintains its headquarters in New York, New York.

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
USD11.89 +0.29 (+2.50%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
0.99
Float Shares
138.09M
Free Float %
85.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.03% -6.80% -0.60% +5.93% -4.39% -12.50% -31.86% -64.72% -66.31% -72.19% -72.19%
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 (33 ratings, all time) Buy
Price Targets & DCF
Current price
11.89
Low 12.00 +0.9%
Consensus 13.38 +12.5%
Median 13.00 +9.3%
High 15.50 +30.4%
DCF (Unlevered) 14.17 +19.2%
DCF (Levered) 30.30 +154.8%

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) 55% Bullish
Rating 2026-05 Change
Strong Buy 6 0
Buy 5 0
Hold 8 0
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 11
14.86
+25.0%
All Time 35
26.76
+125.1%
Quality scores
Altman Z-Score
6.78
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
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +13.9% Q1'26: +9.6% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    -6.3% Q1'26: +291.0% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    +6.9% Q1'26: -3.5% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    +11.3% Q1'26: +8.6% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    +5.3% Q1'26: +3.7% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    -4.8% Q1'26: -2.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    0.71× Q1'26: 0.77× (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 (1.05) × ERP
WACC = 95% × Ke + 5% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 14.46 Current price: 11.89
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
14 Rev. Ana.
8 EPS Ana.
Dec 2027
14 Rev. Ana.
9 EPS Ana.
Dec 2028
9 Rev. Ana.
6 EPS Ana.
Dec 2029
4 Rev. Ana.
4 EPS Ana.
Dec 2030
4 Rev. Ana.
2 EPS Ana.
Revenue
332.74M
est: 332.70M (+0.0%)
452.42M
est: 451.63M (+0.2%)
572.54M
est: 612.88M (-6.6%)
656.85M
est: 663.03M (-0.9%)
748.29M
est: 751.72M (-0.5%)
818.39M
816.42M – 819.70M
+8.9% YoY
898.27M
893.65M – 907.69M
+9.8% YoY
974.08M
972.76M – 975.40M
+8.4% YoY
1.08B
1.06B – 1.09B
+10.7% YoY
1.17B
1.15B – 1.18B
+8.2% YoY
EBITDA
57.28M
est: 67.85M (-15.6%)
94.60M
est: 92.11M (+2.7%)
137.83M
est: 124.26M (+10.9%)
135.12M
est: 134.43M (+0.5%)
141.02M
est: 152.41M (-7.5%)
165.93M
165.53M – 166.19M
+8.9% YoY
182.13M
181.19M – 184.04M
+9.8% YoY
197.50M
197.23M – 197.76M
+8.4% YoY
218.70M
215.91M – 221.36M
+10.7% YoY
236.60M
233.58M – 239.47M
+8.2% YoY
EBIT
26.99M
est: 40.70M (-33.7%)
60.27M
est: 55.26M (+9.1%)
96.94M
est: 89.04M (+8.9%)
89.91M
est: 96.33M (-6.7%)
84.44M
est: 109.21M (-22.7%)
118.90M
118.61M – 119.09M
+8.9% YoY
130.50M
129.83M – 131.87M
+9.8% YoY
141.52M
141.32M – 141.71M
+8.4% YoY
156.71M
154.71M – 158.61M
+10.7% YoY
169.53M
167.37M – 171.59M
+8.2% YoY
Net Income
29.31M
est: 70.81M (-58.6%)
43.27M
est: 98.78M (-56.2%)
71.47M
est: 59.69M (+19.7%)
56.23M
est: 61.60M (-8.7%)
50.65M
est: 48.34M (+4.8%)
75.60M
72.15M – 91.55M
+56.4% YoY
100.34M
86.48M – 118.91M
+32.7% YoY
118.81M
101.68M – 150.01M
+18.4% YoY
160.85M
158.18M – 163.39M
+35.4% YoY
187.52M
184.40M – 190.48M
+16.6% YoY
SGA
158.69M
est: 141.70M (+12.0%)
186.08M
est: 192.35M (-3.3%)
213.92M
est: 252.36M (-15.2%)
259.65M
est: 273.01M (-4.9%)
300.57M
est: 309.53M (-2.9%)
336.99M
336.18M – 337.53M
+8.9% YoY
369.88M
367.98M – 373.76M
+9.8% YoY
401.10M
400.55M – 401.64M
+8.4% YoY
444.16M
438.49M – 449.56M
+10.7% YoY
480.51M
474.37M – 486.35M
+8.2% YoY
EPS
0.18
est: 0.40 (-55.5%)
0.26
est: 0.57 (-54.0%)
0.43
est: 0.36 (+20.0%)
0.33
est: 0.37 (-10.7%)
0.31
est: 0.29 (+6.9%)
0.51
0.43 – 0.55
+76.6% YoY
0.63
0.52 – 0.71
+22.8% YoY
0.75
0.61 – 0.90
+19.3% YoY
0.97
0.95 – 0.98
+28.7% YoY
1.13
1.11 – 1.14
+16.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 A- 4/5 5/5 3/5 4/5 3/5 2/5 4/5
2026-05-11 A- 4/5 5/5 3/5 4/5 3/5 2/5 4/5
2026-05-08 A 4/5 5/5 3/5 4/5 3/5 3/5 4/5
2026-05-07 A 4/5 5/5 3/5 4/5 3/5 3/5 4/5
2026-05-06 A 4/5 5/5 3/5 4/5 3/5 3/5 4/5
2026-05-05 A- 4/5 5/5 3/5 4/5 3/5 2/5 4/5
2026-05-04 A- 4/5 5/5 3/5 4/5 3/5 2/5 4/5
2026-05-01 A- 4/5 5/5 3/5 4/5 3/5 2/5 4/5
2026-04-30 A- 4/5 5/5 3/5 4/5 3/5 2/5 4/5
2026-04-29 A- 4/5 5/5 2/5 4/5 3/5 2/5 4/5
2026-04-28 A- 4/5 5/5 2/5 4/5 3/5 2/5 4/5
2026-04-27 A- 4/5 5/5 2/5 4/5 3/5 2/5 4/5
2026-04-24 A- 4/5 5/5 2/5 4/5 3/5 2/5 4/5
2026-04-23 A- 4/5 5/5 2/5 4/5 3/5 2/5 4/5
2026-04-22 A- 4/5 5/5 2/5 4/5 3/5 2/5 4/5
2026-04-21 A- 4/5 5/5 2/5 4/5 3/5 2/5 4/5
2026-04-20 A- 4/5 5/5 2/5 4/5 3/5 2/5 4/5
2026-04-17 B+ 3/5 5/5 2/5 4/5 2/5 2/5 4/5
2026-04-16 B+ 3/5 5/5 2/5 4/5 2/5 2/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
149.88M
OE per share TTM
0.90
Owner's Yield
8.36%
Maintenance CapEx ratio
120.07%
Maint CapEx / Avg PPE
18.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
85
Total invested
117.06M
Insider transactions (90d)
0
Beneficial owners (>5%)
20
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Andrew A. Tisdale 82.52M 52.00% 82.52M IN 2022-02-14
2 J. David Phillips 82.52M 52.00% 82.52M IN 2022-02-14
3 Jonathan M. Nelson 82.52M 52.00% 82.52M IN 2022-02-14
4 Karim A. Tabet 82.52M 52.00% 82.52M IN 2022-02-14
5 Michael J. Dominguez 82.52M 52.00% 82.52M IN 2022-02-14
6 R. Davis Noell 82.52M 52.00% 82.52M IN 2022-02-14
7 Providence Equity GP VII-A L.P. 81.65M 51.50% 81.65M OO 2022-02-14
8 Providence VII U.S. Holdings L.P. 81.13M 51.10% PN 2022-02-14
9 J. Blumberg 17.03M 10.70% 366.3K 16.67M 366.3K IN United States of America 2022-02-14
10 Capital II, L.P. 16.67M 10.50% 16.67M PN Delaware 2022-02-14
11 Capital Management II, L.L.C. 16.67M 10.50% 16.67M OO Delaware 2022-02-14
12 The Vanguard Group - 23-1945930 15.51M 9.12% 15.31M 201.4K IA Pennsylvania 2024-02-13
13 (1)Names of reporting persons. BlackRock, Inc. 10.74M 6.50% 10.61M 10.74M HC Delaware 2023-02-03
14 Charles P. Coleman III 8.59M 5.42% 8.59M 8.59M HC, IN Cayman Islands 2022-02-14
15 Scott Shleifer 8.59M 5.42% 8.59M 8.59M HC, IN Cayman Islands 2022-02-14
16 Tiger Global Management, LLC 8.59M 5.42% 8.59M 8.59M IA, OO Cayman Islands 2022-02-14
17 Tiger Global Performance, LLC 8.59M 5.42% 8.59M 8.59M OO Cayman Islands 2022-02-14
18 Tiger Global Investments, L.P. 7.14M 4.50% 7.14M 7.14M PN Cayman Islands 2022-02-14
19 Providence Public Master L.P. 871.5K 0.50% OO 2022-02-14
20 Providence Butternut Co-Investment L.P. 522.9K 0.30% OO 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
85
-220 vs prev Q
New positions
13
Closed positions
224
Increased
46
Reduced
24
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 19.11M -333.9K (-1.7%) 218.61M -14.3M (-6.1%) 11.79% -0.154 pp 0.00% 0.000 pp USD16.91 -32.3% 6 qtrs
2 PROVIDENCE EQUITY PARTNERS L.L.C. 18.29M +— (+0.0%) 209.25M -9.9M (-4.5%) 11.29% +0.049 pp 31.18% -6.372 pp USD42.33 -73.0% 19 qtrs
3 VANGUARD GROUP INC 14.78M +360.1K (+2.5%) 169.04M -3.7M (-2.1%) 9.12% +0.261 pp 0.00% 0.000 pp USD28.20 -59.4% 19 qtrs
4 TOPLINE CAPITAL MANAGEMENT, LLC 8.45M +8.5M (+100.0%) 96.71M +96.7M (+100.0%) 5.22% +5.217 pp 8.75% +8.750 pp USD11.44 +0.0% 1 qtrs NEW
5 MACKENZIE FINANCIAL CORP 5.66M +74.1K (+1.3%) 64.99M -2.0M (-2.9%) 3.49% +0.061 pp 0.08% -0.004 pp USD18.46 -38.0% 7 qtrs
6 AQR CAPITAL MANAGEMENT LLC 5.25M +2.9M (+123.4%) 60.11M +31.9M (+113.3%) 3.24% +1.797 pp 0.03% +0.014 pp USD13.66 -16.3% 11 qtrs
7 STATE STREET CORP 4.31M -13.9K (-0.3%) 49.33M -2.5M (-4.8%) 2.66% +0.003 pp 0.00% 0.000 pp USD30.53 -62.5% 19 qtrs
8 DIMENSIONAL FUND ADVISORS LP 3.97M +234.1K (+6.3%) 45.42M +659.5K (+1.5%) 2.45% +0.155 pp 0.01% 0.000 pp USD19.92 -42.6% 16 qtrs
9 VAN BERKOM & ASSOCIATES INC. 3.74M +37.0 (+0.0%) 42.78M -2.0M (-4.5%) 2.31% +0.010 pp 1.23% -0.062 pp USD24.24 -52.8% 17 qtrs
10 DISCIPLINED GROWTH INVESTORS INC /MN 3.74M +842.7K (+29.1%) 42.77M +8.1M (+23.3%) 2.31% +0.528 pp 0.82% +0.190 pp USD13.73 -16.7% 6 qtrs
11 BANK OF MONTREAL /CAN/ 3.65M +3.5M (+2,028.9%) 41.76M +39.7M (+1,932.9%) 2.25% +2.147 pp 0.01% +0.014 pp USD11.86 -3.5% 16 qtrs
12 MORGAN STANLEY 3.43M -175.2K (-4.9%) 39.22M -4.0M (-9.2%) 2.12% -0.099 pp 0.00% 0.000 pp USD21.34 -46.4% 19 qtrs
13 ASSENAGON ASSET MANAGEMENT S.A. 3.27M -354.3K (-9.8%) 37.39M -6.0M (-13.8%) 2.02% -0.209 pp 0.05% -0.008 pp USD17.31 -33.9% 7 qtrs
14 GEODE CAPITAL MANAGEMENT, LLC 2.40M +439.2K (+22.4%) 27.51M +4.0M (+16.8%) 1.48% +0.276 pp 0.00% +0.000 pp USD26.11 -56.2% 19 qtrs
15 INVENOMIC CAPITAL MANAGEMENT LP 2.38M +575.0K (+31.8%) 27.27M +5.6M (+25.8%) 1.47% +0.360 pp 1.27% +0.220 pp USD11.85 -3.5% 4 qtrs
16 BNP PARIBAS ARBITRAGE, SNC 2.27M +924.9K (+68.7%) 25.99M +9.9M (+61.1%) 1.40% +0.574 pp 0.01% +0.003 pp USD16.01 -28.5% 5 qtrs
17 PRICE T ROWE ASSOCIATES INC /MD/ 2.01M -54.6K (-2.6%) 23.03M -1.7M (-7.0%) 1.24% -0.028 pp 0.00% 0.000 pp USD27.64 -58.6% 19 qtrs
18 AMERIPRISE FINANCIAL INC 1.98M +369.6K (+23.0%) 22.63M +3.4M (+17.4%) 1.22% +0.232 pp 0.01% +0.001 pp USD16.67 -31.4% 14 qtrs
19 AMUNDI 1.97M -355.1K (-15.3%) 22.49M -3.8M (-14.3%) 1.21% -0.213 pp 0.01% -0.002 pp USD15.01 -23.8% 11 qtrs
20 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1.88M +229.7K (+13.9%) 21.54M +1.7M (+8.8%) 1.16% +0.146 pp 0.11% +0.007 pp USD15.95 -28.3% 7 qtrs
21 BOSTON PARTNERS 1.82M +1.8M (+100.0%) 20.64M +20.6M (+100.0%) 1.12% +1.121 pp 0.02% +0.021 pp USD11.44 +0.0% 1 qtrs NEW
22 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.69M -408.0K (-19.4%) 19.34M -5.8M (-23.1%) 1.04% -0.246 pp 0.07% -0.016 pp USD16.92 -32.4% 7 qtrs
23 RIVERBRIDGE PARTNERS LLC 1.66M -382.5K (-18.7%) 19.01M -5.5M (-22.4%) 1.03% -0.231 pp 0.36% -0.057 pp USD30.50 -62.5% 12 qtrs
24 ZWJ INVESTMENT COUNSEL INC 1.64M +233.3K (+16.6%) 18.76M +1.9M (+11.3%) 1.01% +0.148 pp 0.68% +0.082 pp USD14.07 -18.7% 5 qtrs
25 FEDERATED HERMES, INC. 1.57M -9.1K (-0.6%) 17.95M -955.8K (-5.1%) 0.97% -0.001 pp 0.03% -0.003 pp USD13.48 -15.1% 12 qtrs
26 CITADEL ADVISORS LLC 1.47M +13.2K (+0.9%) 16.86M -638.1K (-3.6%) 0.91% +0.012 pp 0.00% 0.000 pp USD12.80 -10.6% 19 qtrs
27 RENAISSANCE TECHNOLOGIES LLC 1.26M -36.9K (-2.8%) 14.41M -1.1M (-7.2%) 0.78% -0.019 pp 0.02% +0.002 pp USD12.15 -5.8% 6 qtrs
28 D. E. SHAW & CO., INC. 1.20M -920.8K (-43.3%) 13.77M -11.7M (-45.9%) 0.74% -0.563 pp 0.01% -0.007 pp USD15.16 -24.5% 7 qtrs
29 PUBLIC SECTOR PENSION INVESTMENT BOARD 1.16M +625.7K (+118.1%) 13.22M +6.9M (+108.3%) 0.71% +0.388 pp 0.04% +0.021 pp USD17.41 -34.3% 12 qtrs
30 CRESTWOOD CAPITAL MANAGEMENT, L.P. 1.14M +— (+0.0%) 13.03M -615.1K (-4.5%) 0.70% +0.003 pp 8.25% -1.255 pp USD17.40 -34.3% 13 qtrs
31 JPMORGAN CHASE & CO 1.12M +129.3K (+13.1%) 12.79M +944.6K (+8.0%) 0.69% +0.082 pp 0.00% +0.000 pp USD18.78 -39.1% 19 qtrs
32 TREXQUANT INVESTMENT LP 1.08M +295.2K (+37.7%) 12.33M +3.0M (+31.5%) 0.67% +0.184 pp 0.11% +0.013 pp USD11.83 -3.3% 7 qtrs
33 BANK OF AMERICA CORP /DE/ 1.04M -650.5K (-38.6%) 11.86M -8.4M (-41.3%) 0.64% -0.397 pp 0.00% -0.001 pp USD19.70 -41.9% 19 qtrs
34 SG CAPITAL MANAGEMENT LLC 1.02M +1.0M (+100.0%) 11.68M +11.7M (+100.0%) 0.63% +0.630 pp 1.12% +1.121 pp USD11.44 +0.0% 3 qtrs
35 PRIVATE MANAGEMENT GROUP INC 998.3K +998.3K (+100.0%) 11.42M +11.4M (+100.0%) 0.62% +0.616 pp 0.33% +0.333 pp USD11.44 +0.0% 1 qtrs NEW
36 NORTHERN TRUST CORP 995.9K -41.8K (-4.0%) 11.39M -1.0M (-8.4%) 0.61% -0.023 pp 0.00% 0.000 pp USD27.32 -58.1% 19 qtrs
37 DEUTSCHE BANK AG\ 977.8K +734.9K (+302.6%) 11.19M +8.3M (+284.5%) 0.60% +0.454 pp 0.00% +0.003 pp USD14.18 -19.3% 13 qtrs
38 TWO SIGMA INVESTMENTS, LP 965.6K +238.9K (+32.9%) 11.05M +2.3M (+26.9%) 0.60% +0.149 pp 0.02% +0.003 pp USD13.58 -15.8% 7 qtrs
39 FIRST TRUST ADVISORS LP 886.4K +445.1K (+100.9%) 10.14M +4.9M (+91.8%) 0.55% +0.276 pp 0.01% +0.003 pp USD15.93 -28.2% 14 qtrs
40 ACADIAN ASSET MANAGEMENT LLC 878.6K -26.5K (-2.9%) 10.04M -792.0K (-7.3%) 0.54% -0.014 pp 0.02% -0.002 pp USD14.20 -19.4% 6 qtrs
41 ROCKEFELLER CAPITAL MANAGEMENT L.P. 831.8K -929.7K (-52.8%) 9.52M -11.6M (-54.9%) 0.51% -0.569 pp 0.02% -0.024 pp USD15.65 -26.9% 8 qtrs
42 BROWN CAPITAL MANAGEMENT LLC 815.4K -1.0M (-55.2%) 9.33M -12.5M (-57.3%) 0.50% -0.616 pp 0.77% -0.134 pp USD28.03 -59.2% 10 qtrs
43 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 805.0K -126.2K (-13.6%) 9.21M -1.9M (-17.5%) 0.50% -0.075 pp 0.00% 0.000 pp USD27.24 -58.0% 18 qtrs
44 POINT72 ASSET MANAGEMENT, L.P. 742.5K +556.8K (+299.9%) 8.49M +6.3M (+281.9%) 0.46% +0.344 pp 0.01% +0.006 pp USD12.32 -7.1% 3 qtrs
45 BANK OF NEW YORK MELLON CORP 742.4K -33.9K (-4.4%) 8.49M -807.1K (-8.7%) 0.46% -0.019 pp 0.00% 0.000 pp USD25.91 -55.8% 19 qtrs
46 INVESCO LTD. 656.7K +143.7K (+28.0%) 7.51M +1.4M (+22.2%) 0.41% +0.090 pp 0.00% +0.000 pp USD24.88 -54.0% 19 qtrs
47 RUFFER LLP 645.7K +645.7K (+100.0%) 7.40M +7.4M (+100.0%) 0.40% +0.399 pp 0.34% +0.337 pp USD11.44 +0.0% 1 qtrs NEW
48 PRINCIPAL FINANCIAL GROUP INC 635.0K -16.2K (-2.5%) 7.26M -536.8K (-6.9%) 0.39% -0.008 pp 0.00% 0.000 pp USD30.46 -62.4% 19 qtrs
49 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 635.0K +297.5K (+88.1%) 7.26M +3.2M (+79.7%) 0.39% +0.185 pp 0.01% +0.005 pp USD11.73 -2.5% 2 qtrs
50 GOLDMAN SACHS GROUP INC 615.8K -466.7K (-43.1%) 7.04M -5.9M (-45.7%) 0.38% -0.285 pp 0.00% -0.001 pp USD19.68 -41.9% 19 qtrs
51 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 595.3K +88.3K (+17.4%) 6.81M +736.1K (+12.1%) 0.37% +0.056 pp 0.11% +0.009 pp USD11.90 -3.9% 2 qtrs
52 TOCQUEVILLE ASSET MANAGEMENT L.P. 575.5K +355.0K (+161.0%) 6.58M +3.9M (+149.2%) 0.36% +0.220 pp 0.10% +0.058 pp USD12.33 -7.2% 4 qtrs
53 EDGESTREAM PARTNERS, L.P. 574.1K +164.7K (+40.2%) 6.57M +1.7M (+33.9%) 0.35% +0.103 pp 0.18% +0.042 pp USD13.35 -14.3% 7 qtrs
54 UBS GROUP AG 572.8K -460.3K (-44.6%) 6.55M -5.8M (-47.1%) 0.35% -0.281 pp 0.00% -0.001 pp USD17.25 -33.7% 19 qtrs
55 NUVEEN, LLC 537.4K +96.8K (+22.0%) 6.15M +869.0K (+16.5%) 0.33% +0.061 pp 0.00% +0.000 pp USD12.73 -10.1% 4 qtrs
56 PACER ADVISORS, INC. 511.3K -20.7K (-3.9%) 5.85M -524.6K (-8.2%) 0.32% -0.011 pp 0.01% -0.001 pp USD12.04 -5.0% 11 qtrs
57 KENNEDY CAPITAL MANAGEMENT LLC 495.9K +495.9K (+100.0%) 5.67M +5.7M (+100.0%) 0.31% +0.306 pp 0.12% +0.120 pp USD11.44 +0.0% 1 qtrs NEW
58 GAGNON SECURITIES LLC 491.7K -188.3K (-27.7%) 5.62M -2.5M (-30.9%) 0.30% -0.114 pp 1.15% -0.489 pp USD15.31 -25.3% 9 qtrs
59 CAPITAL FUND MANAGEMENT S.A. 484.3K +155.9K (+47.5%) 5.54M +1.6M (+40.8%) 0.30% +0.097 pp 0.02% +0.005 pp USD13.22 -13.5% 7 qtrs
60 INTECH INVESTMENT MANAGEMENT LLC 481.7K +372.0K (+339.2%) 5.51M +4.2M (+319.4%) 0.30% +0.230 pp 0.05% +0.038 pp USD13.11 -12.7% 7 qtrs
61 ALGERT GLOBAL LLC 475.6K -643.6K (-57.5%) 5.44M -8.0M (-59.4%) 0.29% -0.394 pp 0.08% -0.140 pp USD13.73 -16.7% 15 qtrs
62 MILLENNIUM MANAGEMENT LLC 463.7K -184.6K (-28.5%) 5.30M -2.5M (-31.7%) 0.29% -0.112 pp 0.00% -0.001 pp USD17.35 -34.1% 12 qtrs
63 GAGNON ADVISORS, LLC 438.0K -187.7K (-30.0%) 5.01M -2.5M (-33.2%) 0.27% -0.114 pp 3.18% -1.448 pp USD14.91 -23.3% 9 qtrs
64 UBS ASSET MANAGEMENT AMERICAS INC 434.7K -4.7K (-1.1%) 4.97M -291.2K (-5.5%) 0.27% -0.002 pp 0.00% 0.000 pp USD24.66 -53.6% 17 qtrs
65 TWO SIGMA ADVISERS, LP 411.4K -100.4K (-19.6%) 4.71M -1.4M (-23.2%) 0.25% -0.061 pp 0.01% -0.003 pp USD13.79 -17.0% 7 qtrs
66 CANADA PENSION PLAN INVESTMENT BOARD 404.8K +45.1K (+12.5%) 4.63M +321.7K (+7.5%) 0.25% +0.029 pp 0.00% +0.000 pp USD16.08 -28.9% 6 qtrs
67 MARSHALL WACE, LLP 403.6K +284.0K (+237.4%) 4.62M +3.2M (+222.2%) 0.25% +0.176 pp 0.00% +0.003 pp USD12.81 -10.7% 5 qtrs
68 SUMMIT CREEK ADVISORS LLC 384.2K -41.1K (-9.7%) 4.40M -700.1K (-13.7%) 0.24% -0.024 pp 0.69% -0.051 pp USD18.31 -37.5% 15 qtrs
69 SEI INVESTMENTS CO 377.5K -10.8K (-2.8%) 4.32M -333.8K (-7.2%) 0.23% -0.006 pp 0.00% -0.001 pp USD30.64 -62.7% 19 qtrs
70 JUPITER ASSET MANAGEMENT LTD 367.5K +249.7K (+211.8%) 4.20M +2.8M (+197.7%) 0.23% +0.154 pp 0.03% +0.022 pp USD12.57 -9.0% 3 qtrs
71 LEGAL & GENERAL GROUP PLC 341.6K -19.7K (-5.4%) 3.91M -419.9K (-9.7%) 0.21% -0.011 pp 0.00% 0.000 pp USD30.69 -62.7% 19 qtrs
72 MAN GROUP PLC 334.5K -354.5K (-51.5%) 3.83M -4.4M (-53.6%) 0.21% -0.217 pp 0.01% -0.008 pp USD12.44 -8.0% 11 qtrs
73 IEQ CAPITAL, LLC 321.3K +35.3K (+12.4%) 3.68M +249.8K (+7.3%) 0.20% +0.023 pp 0.01% +0.001 pp USD15.59 -26.6% 6 qtrs
74 JSF FINANCIAL, LLC 316.8K -3.0K (-0.9%) 3.62M -207.0K (-5.4%) 0.20% -0.001 pp 0.75% -0.099 pp USD26.56 -56.9% 17 qtrs
75 RHUMBLINE ADVISERS 315.7K +4.4K (+1.4%) 3.61M -118.3K (-3.2%) 0.19% +0.004 pp 0.00% 0.000 pp USD31.56 -63.8% 19 qtrs
76 ENGINEERS GATE MANAGER LP 307.5K +89.6K (+41.1%) 3.52M +907.5K (+34.8%) 0.19% +0.056 pp 0.04% +0.012 pp USD12.09 -5.4% 6 qtrs
77 AMERICAN CENTURY COMPANIES INC 302.8K +14.8K (+5.2%) 3.46M +14.3K (+0.4%) 0.19% +0.010 pp 0.00% +0.000 pp USD13.40 -14.6% 4 qtrs
78 BESSEMER GROUP INC 286.6K +282.8K (+7,455.7%) 3.28M +3.2M (+7,028.3%) 0.18% +0.175 pp 0.01% +0.005 pp USD11.49 -0.4% 5 qtrs
79 ENVESTNET ASSET MANAGEMENT INC 275.0K -91.7K (-25.0%) 3.15M -1.2M (-28.4%) 0.17% -0.056 pp 0.00% 0.000 pp USD29.83 -61.6% 19 qtrs
80 SWISS NATIONAL BANK 274.1K +6.4K (+2.4%) 3.14M -71.3K (-2.2%) 0.17% +0.005 pp 0.00% +0.000 pp USD32.23 -64.5% 15 qtrs
81 DARK FOREST CAPITAL MANAGEMENT LP 272.6K +9.5K (+3.6%) 3.12M -33.4K (-1.1%) 0.17% +0.007 pp 0.14% +0.048 pp USD13.40 -14.6% 6 qtrs
82 VICTORY CAPITAL MANAGEMENT INC 264.5K +114.6K (+76.5%) 3.03M +1.2M (+68.5%) 0.16% +0.071 pp 0.00% +0.001 pp USD13.52 -15.4% 19 qtrs
83 SUSQUEHANNA INTERNATIONAL GROUP, LLP 222.3K -50.3K (-18.5%) 2.54M -722.4K (-22.1%) 0.14% -0.030 pp 0.00% 0.000 pp USD12.19 -6.2% 6 qtrs
84 HOLOCENE ADVISORS, LP 219.2K +1.1K (+0.5%) 2.51M -105.7K (-4.0%) 0.14% +0.001 pp 0.01% -0.001 pp USD14.80 -22.7% 8 qtrs
85 STATE OF NEW JERSEY COMMON PENSION FUND D 209.6K +72.5K (+52.8%) 2.40M +755.0K (+46.0%) 0.13% +0.045 pp 0.01% +0.003 pp USD21.14 -45.9% 11 qtrs
86 BARCLAYS PLC 206.7K +151.3K (+272.8%) 2.36M +1.4M (+153.3%) 0.13% +0.094 pp 0.00% +0.000 pp USD13.75 -16.8% 15 qtrs
87 WEISS ASSET MANAGEMENT LP 205.4K +12.8K (+6.6%) 2.35M +41.9K (+1.8%) 0.13% +0.008 pp 0.03% +0.006 pp USD11.95 -4.3% 2 qtrs
88 CAPTION MANAGEMENT, LLC 200.0K -150.0K (-42.9%) 2.29M -1.9M (-45.4%) 0.12% -0.092 pp 0.02% -0.017 pp USD14.76 -22.5% 6 qtrs
89 HRT FINANCIAL LP 182.4K +1.7K (+1.0%) 2.09M -77.0K (-3.6%) 0.11% +0.002 pp 0.01% -0.001 pp USD15.91 -28.1% 7 qtrs
90 WELLINGTON MANAGEMENT GROUP LLP 160.7K +60.8K (+60.9%) 1.84M +641.7K (+53.6%) 0.10% +0.038 pp 0.00% +0.000 pp USD18.59 -38.5% 16 qtrs
91 RUSSELL INVESTMENTS GROUP, LTD. 156.5K +34.1K (+27.9%) 1.79M +324.5K (+22.1%) 0.10% +0.021 pp 0.00% +0.000 pp USD16.00 -28.5% 18 qtrs
92 FMR LLC 154.5K +9.5K (+6.5%) 1.77M +30.2K (+1.7%) 0.10% +0.006 pp 0.00% +0.000 pp USD14.24 -19.7% 19 qtrs
93 ATOM INVESTORS LP 153.8K +153.8K (+100.0%) 1.76M +1.8M (+100.0%) 0.09% +0.095 pp 0.14% +0.140 pp USD11.44 +0.0% 1 qtrs NEW
94 TUDOR INVESTMENT CORP ET AL 152.1K -8.3K (-5.2%) 1.74M -181.6K (-9.4%) 0.09% -0.005 pp 0.00% 0.000 pp USD11.98 -4.5% 2 qtrs
95 QUANTINNO CAPITAL MANAGEMENT LP 151.4K +57.3K (+60.8%) 1.73M +604.1K (+53.5%) 0.09% +0.036 pp 0.00% +0.000 pp USD12.24 -6.5% 4 qtrs
96 CRESSET ASSET MANAGEMENT, LLC 145.7K +469.0 (+0.3%) 1.67M -73.0K (-4.2%) 0.09% +0.001 pp 0.01% 0.000 pp USD21.98 -48.0% 11 qtrs
97 BANK OF NOVA SCOTIA 137.2K +31.8K (+30.1%) 1.57M +306.4K (+24.3%) 0.08% +0.020 pp 0.00% +0.000 pp USD14.30 -20.0% 6 qtrs
98 FRANKLIN RESOURCES INC 133.5K +13.6K (+11.3%) 1.53M +90.4K (+6.3%) 0.08% +0.009 pp 0.00% +0.000 pp USD11.93 -4.1% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 154 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Alger Russell Innovation ETF INVN 2.04% 306.4K 0.55%
2 Invesco S&P SmallCap Utilities & Communication Services ETF PSCU 1.49% 260.3K 0.29%
3 Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG 0.67% 200.7K 0.59%
4 VictoryShares Small Cap Free Cash Flow ETF SFLO 0.61% 3.87M 0.56%
5 Amundi PEA Chine (MSCI China) Screened UCITS ETF - Acc PASI.PA 0.43% 348.5K 0.65%
6 OneAscent Small Cap Core ETF OASC 0.32% 267.3K 0.64%
7 Harbor Human Capital Factor US Small Cap ETF HAPS 0.31% 527.8K 0.61%
8 Xtrackers S&P Global Infrastructure Swap UCITS ETF 1C XGID.L 0.23% 1.65M 0.60%
9 First Trust Small Cap Core AlphaDEX Fund FYX 0.21% 2.80M 0.58%
10 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.18% 165.1K 0.89%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.71
Neutral
Ratio by volume
3.00
Bullish
Buys
34
Sells
48
Shares acquired
1.25M
Shares disposed
367.4K
Cash buys
Cash sales
3.00
Net activity
+882,885
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
2026-03-31 Zagorski Mark Director / Officer M-Exempt A Common Stock 13,476 0.00 554,195 D
2026-03-15 Zagorski Mark Director / Officer M-Exempt A Common Stock 60,609 0.00 559,439 D
2026-03-15 Mougis Steven John Officer F-InKind D Common Stock 1,144 10.21 11.7K 46,775 D
2026-03-15 Grimmig Andrew E Officer M-Exempt D Restricted Stock Units 2,500 0.00 7,500 D
2026-03-15 Allais Nicola T Officer F-InKind D Common Stock 1,637 10.21 16.7K 156,674 D
2026-03-12 Zagorski Mark Director / Officer A-Award A Restricted Stock Units 275,000 0.00 275,000 D
2026-03-12 Mougis Steven John Officer A-Award A Restricted Stock Units 112,500 0.00 112,500 D
2026-03-12 Grimmig Andrew E Officer A-Award A Restricted Stock Units 146,250 0.00 146,250 D
2026-03-12 Allais Nicola T Officer A-Award A Restricted Stock Units 180,000 0.00 180,000 D
2026-03-10 Zagorski Mark Director / Officer A-Award A Performance Stock Units 145,458 0.00 145,458 D
2026-03-10 Mougis Steven John Officer A-Award A Performance Stock Units 10,101 0.00 10,101 D
2026-03-10 Grimmig Andrew E Officer A-Award A Performance Stock Units 48,485 0.00 48,485 D
2026-03-10 Allais Nicola T Officer A-Award A Performance Stock Units 64,648 0.00 64,648 D
2026-03-02 Grimmig Andrew E Officer S-Sale D Common Stock 1,000 10.31 10.3K 99,497 D
2026-02-02 Grimmig Andrew E Officer S-Sale D Common Stock 1,000 10.71 10.7K 100,497 D
2026-01-02 Grimmig Andrew E Officer S-Sale D Common Stock 1,000 11.49 11.5K 101,497 D
2026-01-01 Mougis Steven John Officer Options (Right to Buy) 7,018 29.10 204.2K 0 D
2026-01-01 Desmond Laura Director M-Exempt A Common Stock 10,724 0.00 234,669 I
2025-12-31 Zagorski Mark Director / Officer M-Exempt A Common Stock 13,476 0.00 496,039 D
2025-12-16 Grimmig Andrew E Officer S-Sale D Common Stock 3,096 10.81 33.5K 102,497 D
2025-12-15 Zagorski Mark Director / Officer M-Exempt D Restricted Stock Units 9,375 0.00 37,500 D
2025-12-15 Grimmig Andrew E Officer M-Exempt A Common Stock 5,073 0.00 105,593 D
2025-12-15 Eddleman Julie Officer M-Exempt D Restricted Stock Units 5,073 0.00 60,876 D
2025-12-15 Allais Nicola T Officer F-InKind D Common Stock 3,741 10.83 40.5K 123,316 D
2025-12-01 Grimmig Andrew E Officer S-Sale D Common Stock 1,000 10.46 10.5K 93,301 D
2025-11-30 Zagorski Mark Director / Officer J-Other A Common Stock 100 8.96 896.00 468,151 D
2025-11-30 Eddleman Julie Officer J-Other A Common Stock 167 8.96 1.5K 217,842 D
2025-11-21 Phillips J. David 10% Owner G-Gift D Common Stock 15,360 10.41 159.9K 15,360 D
2025-11-21 Dominguez Michael J 10% Owner G-Gift D Common Stock 115,036 0.00 0 D
2025-11-03 Grimmig Andrew E Officer S-Sale D Common Stock 1,000 11.30 11.3K 94,301 D
2025-10-01 Grimmig Andrew E Officer S-Sale D Common Stock 1,000 11.88 11.9K 95,301 D
2025-09-17 Grimmig Andrew E Officer S-Sale D Common Stock 4,096 12.99 53.2K 96,301 D
2025-09-15 Zagorski Mark Director / Officer M-Exempt A Common Stock 7,802 0.00 469,474 D
2025-09-15 Grimmig Andrew E Officer M-Exempt D Restricted Stock Units 1,493 0.00 1,493 D
2025-09-15 Eddleman Julie Officer M-Exempt D Restricted Stock Units 3,034 0.00 27,306 D
2025-09-15 Allais Nicola T Officer M-Exempt D Restricted Stock Units 4,062 0.00 20,310 D
2025-09-09 Providence VII U.S. Holdings L.P. 10% Owner J-Other A Common Stock 115,036 0.00 115,036 I
2025-09-09 Noell Robert Davis Director / 10% Owner J-Other A Common Stock 40,658 0.00 40,658 D
2025-09-09 Dobrin Lucy Stamell Director S-Sale D Common Stock 6,392 14.51 92.7K 0 D
2025-09-03 Desmond Laura Director M-Exempt A Common Stock 48,539 2.01 97.6K 223,945 I
2025-08-19 Zagorski Mark Director / Officer A-Award A Restricted Stock Units 161,708 0.00 161,708 D
2025-06-15 Zagorski Mark Director / Officer M-Exempt D Restricted Stock Units 6,471 0.00 12,942 D
2025-06-15 Grimmig Andrew E Officer M-Exempt D Restricted Stock Units 5,073 0.00 71,022 D
2025-06-15 Eddleman Julie Officer M-Exempt D Restricted Stock Units 3,034 0.00 30,340 D
2025-06-15 Allais Nicola T Officer M-Exempt D Restricted Stock Units 2,489 0.00 4,976 D
2025-06-02 Storms Jennifer Director A-Award A Restricted Stock Units 14,728 0.00 14,728 D
2025-05-31 Zagorski Mark Director / Officer P-Purchase A Common Stock 1,141 11.68 13.3K 439,226 D
2025-05-31 Eddleman Julie Officer P-Purchase A Common Stock 1,096 11.68 12.8K 199,243 D
2025-05-21 Wagner Scott Director M-Exempt D Restricted Stock Units 10,724 0.00 0 I
2025-05-21 Turner Kelli Director M-Exempt D Restricted Stock Units 10,724 0.00 0 D
2025-05-21 Swidler Gary Director M-Exempt A Common Stock 10,724 0.00 15,565 D
2025-05-21 Providence VII U.S. Holdings L.P. 10% Owner J-Other A Common Stock 21,448 0.00 21,448 I
2025-05-21 Perez Rosario C Director M-Exempt D Restricted Stock Units 10,724 0.00 0 D
2025-05-21 Noell Robert Davis Director / 10% Owner J-Other A Common Stock 21,448 0.00 21,448 I
2025-05-21 Jain Sundeep Director M-Exempt D Restricted Stock Units 10,724 0.00 0 I
2025-05-21 Dobrin Lucy Stamell Director M-Exempt D Restricted Stock Units 10,724 0.00 10,724 D
2025-05-21 Desmond Laura Director M-Exempt D Restricted Stock Units 10,724 0.00 0 I
2025-03-21 Desmond Laura Director M-Exempt A Common Stock 37,500 2.01 75.4K 175,406 I
2025-03-15 Zagorski Mark Director / Officer M-Exempt A Common Stock 6,471 0.00 440,693 D
2025-03-15 Grimmig Andrew E Officer M-Exempt D Restricted Stock Units 1,493 0.00 4,479 D
2025-03-15 Eddleman Julie Officer M-Exempt D Restricted Stock Units 3,437 0.00 24,059 D
2025-03-15 Allais Nicola T Officer M-Exempt D Restricted Stock Units 2,489 0.00 7,465 D
2025-03-13 Zagorski Mark Director / Officer A-Award A Restricted Stock Units 243,506 0.00 243,506 D
2025-03-13 Grimmig Andrew E Officer A-Award A Restricted Stock Units 81,169 0.00 81,169 D
2025-03-13 Eddleman Julie Officer A-Award A Restricted Stock Units 81,169 0.00 81,169 D
2025-03-13 Allais Nicola T Officer A-Award A Restricted Stock Units 108,225 0.00 108,225 D
2025-03-06 Zagorski Mark Director / Officer A-Award A Performance Stock Units 33,078 0.00 33,078 D
2025-03-06 Grimmig Andrew E Officer A-Award A Performance Stock Units 10,107 0.00 10,107 D
2025-03-06 Eddleman Julie Officer A-Award A Performance Stock Units 12,864 0.00 12,864 D
2025-03-06 Allais Nicola T Officer A-Award A Performance Stock Units 12,864 0.00 12,864 D
2025-02-20 Swidler Gary Director M-Exempt A Common Stock 4,841 0.00 4,841 D
2025-02-15 Grimmig Andrew E Officer M-Exempt A Common Stock 1,982 0.00 65,571 D
2025-02-11 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 2,220 2.01 4.5K 270,794 D
2025-02-10 Allais Nicola T Officer S-Sale D Common Stock 2,220 21.91 48.7K 85,882 D
2025-02-04 Allais Nicola T Officer S-Sale D Common Stock 2,220 21.61 48.0K 85,882 D
2025-02-03 Allais Nicola T Officer S-Sale D Common Stock 11,802 21.40 252.6K 85,882 D
2025-01-26 Eddleman Julie Officer M-Exempt A Common Stock 12,322 0.00 188,349 D
2025-01-01 Desmond Laura Director M-Exempt A Common Stock 5,709 0.00 137,906 I
2024-12-18 Allais Nicola T Officer M-Exempt A Common Stock 2,071 2.01 4.2K 87,953 D
2024-12-17 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,667 2.01 3.4K 291,327 D
2024-12-15 Zagorski Mark Director / Officer M-Exempt A Common Stock 6,471 0.00 412,561 D
2024-12-15 Grimmig Andrew E Officer M-Exempt A Common Stock 2,384 0.00 63,589 D
2024-12-15 Eddleman Julie Officer M-Exempt D Restricted Stock Units 1,991 0.00 7,964 D
2024-12-15 Allais Nicola T Officer M-Exempt A Common Stock 3,034 0.00 87,560 D
2024-12-10 Allais Nicola T Officer M-Exempt A Common Stock 2,220 2.01 4.5K 83,818 D
2024-12-09 Allais Nicola T Officer S-Sale D Common Stock 2,220 20.41 45.3K 81,598 D
2024-11-30 Zagorski Mark Director / Officer P-Purchase A Common Stock 705 15.30 10.8K 406,090 D
2024-11-22 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 2,220 2.01 4.5K 297,434 D
2024-11-21 Desmond Laura Director M-Exempt A Common Stock 37,500 2.01 75.4K 169,697 I
2024-11-21 Allais Nicola T Officer S-Sale D Common Stock 2,274 20.01 45.5K 81,598 D
2024-11-15 Grimmig Andrew E Officer M-Exempt D Restricted Stock Units 1,982 0.00 1,982 D
2024-11-15 Allais Nicola T Officer S-Sale D Common Stock 1,764 19.73 34.8K 81,598 D
2024-11-14 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 303,692 D
2024-10-26 Eddleman Julie Officer M-Exempt A Common Stock 12,322 0.00 176,473 D
2024-10-23 Allais Nicola T Officer S-Sale D Common Stock 1,764 16.41 29.0K 81,598 D
2024-10-22 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 307,220 D
2024-10-07 Allais Nicola T Officer S-Sale D Common Stock 1,764 17.21 30.4K 81,598 D
2024-10-04 Allais Nicola T Officer S-Sale D Common Stock 1,764 16.92 29.8K 81,598 D
2024-09-30 Zagorski Mark Director / Officer M-Exempt A Common Stock 10,416 0.00 411,146 D
2024-09-27 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 312,512 D
2024-09-26 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 314,276 D
2024-09-15 Zagorski Mark Director / Officer M-Exempt D Restricted Stock Units 6,471 0.00 32,355
2024-09-15 Grimmig Andrew E Officer M-Exempt A Common Stock 2,384 0.00 55,230
2024-09-15 Eddleman Julie Officer M-Exempt D Restricted Stock Units 3,438 0.00 30,934
2024-09-15 Allais Nicola T Officer M-Exempt A Common Stock 3,034 0.00 83,276
2024-09-13 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 316,040
2024-09-12 Allais Nicola T Officer S-Sale D Common Stock 1,764 17.89 31.6K 77,314
2024-08-21 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 319,568
2024-08-20 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 321,332
2024-08-15 Grimmig Andrew E Officer M-Exempt A Common Stock 1,983 0.00 48,853
2024-08-06 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 323,096
2024-08-05 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 324,860
2024-07-26 Eddleman Julie Officer M-Exempt A Common Stock 12,322 0.00 164,597
2024-07-19 Allais Nicola T Officer S-Sale D Common Stock 1,764 19.48 34.4K 77,314
2024-07-18 Allais Nicola T Officer S-Sale D Common Stock 1,764 20.16 35.6K 77,314
2024-07-09 Allais Nicola T Officer M-Exempt A Common Stock 1,764 2.01 3.5K 79,078
2024-07-08 Allais Nicola T Officer S-Sale D Common Stock 1,764 20.05 35.4K 77,314
2024-06-30 Zagorski Mark Director / Officer M-Exempt A Common Stock 10,416 0.00 400,112
2024-06-18 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 333,680
2024-06-17 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 335,444
2024-06-15 Zagorski Mark Director / Officer F-InKind D Common Stock 3,579 18.70 66.9K 386,209
2024-06-15 Grimmig Andrew E Officer M-Exempt D Restricted Stock Units 1,493 0.00 8,958
2024-06-15 Eddleman Julie Officer M-Exempt D Restricted Stock Units 3,438 0.00 34,372
2024-06-15 Allais Nicola T Officer M-Exempt D Restricted Stock Units 2,489 0.00 14,932
2024-06-04 Allais Nicola T Officer S-Sale D Common Stock 1,764 17.88 31.5K 73,030
2024-06-03 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 338,972
2024-05-31 Zagorski Mark Director / Officer P-Purchase A Common Stock 712 15.47 11.0K 383,317
2024-05-31 Eddleman Julie Officer P-Purchase A Common Stock 1,497 15.47 23.2K 147,441
2024-05-23 Wagner Scott Director M-Exempt D Restricted Stock Units 5,709 0.00 0
2024-05-23 Turner Kelli Director A-Award A Restricted Stock Units 10,724 0.00 10,724
2024-05-23 Swidler Gary Director A-Award A Restricted Stock Units 10,724 0.00 10,724
2024-05-23 Perez Rosario C Director M-Exempt D Restricted Stock Units 5,709 0.00 0
2024-05-23 Noell Robert Davis Director / 10% Owner A-Award A Restricted Stock Units 10,724 0.00 10,724
2024-05-23 Jain Sundeep Director M-Exempt D Restricted Stock Units 5,709 0.00 0
2024-05-23 Dobrin Lucy Stamell Director A-Award A Restricted Stock Units 10,724 0.00 10,724
2024-05-23 Desmond Laura Director M-Exempt D Restricted Stock Units 5,709 0.00 0
2024-05-21 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 340,736
2024-05-20 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 342,500
2024-05-15 Grimmig Andrew E Officer M-Exempt D Restricted Stock Units 1,983 0.00 5,947
2024-05-14 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 344,264
2024-05-13 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 1,764 2.01 3.5K 346,028
2024-05-07 Eddleman Julie Officer S-Sale D Common Stock 900 31.00 27.9K 145,944
2024-04-26 Eddleman Julie Officer M-Exempt A Common Stock 12,322 0.00 152,124
2024-04-24 Allais Nicola T Officer S-Sale D Common Stock 5,292 30.86 163.3K 73,030
2024-04-23 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 5,292 2.01 10.6K 353,084
2024-04-16 Eddleman Julie Officer S-Sale D Common Stock 900 30.85 27.8K 139,802
2024-04-12 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 5,292 2.01 10.6K 358,376
2024-04-11 Allais Nicola T Officer S-Sale D Common Stock 5,292 33.38 176.7K 73,030
2024-04-04 Grimmig Andrew E Officer M-Exempt D Options (Rights to Buy) 16,667 6.45 107.5K 167,840
2024-04-02 Eddleman Julie Officer S-Sale D Common Stock 900 33.05 29.7K 140,702
2024-03-31 Zagorski Mark Director / Officer M-Exempt A Common Stock 10,417 0.00 388,366
2024-03-26 Allais Nicola T Officer S-Sale D Common Stock 5,292 33.46 177.0K 73,030
2024-03-25 Allais Nicola T Officer S-Sale D Common Stock 5,292 33.55 177.5K 73,030
2024-03-19 Eddleman Julie Officer S-Sale D Common Stock 900 33.58 30.2K 141,602
2024-03-19 Allais Nicola T Officer M-Exempt A Common Stock 5,292 2.01 10.6K 78,322
2024-03-18 Grimmig Andrew E Officer S-Sale D Common Stock 16,667 33.37 556.2K 73,725
2024-03-18 Allais Nicola T Officer S-Sale D Common Stock 5,364 32.80 175.9K 73,030
2024-03-15 Zagorski Mark Director / Officer F-InKind D Common Stock 3,420 33.09 113.2K 377,949
2024-03-15 Grimmig Andrew E Officer M-Exempt A Common Stock 10,000 0.00 73,564
2024-03-15 Eddleman Julie Officer M-Exempt D Restricted Stock Units 3,034 0.00 45,510
2024-03-15 Allais Nicola T Officer M-Exempt D Restricted Stock Units 4,063 0.00 44,685
2024-03-05 Eddleman Julie Officer S-Sale D Common Stock 900 30.30 27.3K 137,668
2024-02-20 Swidler Gary Director A-Award A Restricted Stock Units 4,841 0.00 4,841
2024-02-20 Eddleman Julie Officer S-Sale D Common Stock 900 41.67 37.5K 138,568
2024-02-15 Grimmig Andrew E Officer F-InKind D Common Stock 766 41.72 32.0K 62,569
2024-02-06 Eddleman Julie Officer S-Sale D Common Stock 900 41.99 37.8K 139,468
2024-01-26 Eddleman Julie Officer M-Exempt A Common Stock 12,322 0.00 143,958
2024-01-16 Eddleman Julie Officer S-Sale D Common Stock 900 36.31 32.7K 131,636
2024-01-02 Eddleman Julie Officer S-Sale D Common Stock 900 36.29 32.7K 132,536
2023-12-31 Zagorski Mark Director / Officer M-Exempt A Common Stock 10,416 0.00 375,465
2023-12-28 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 9,225 2.01 18.5K 390,200
2023-12-27 Allais Nicola T Officer M-Exempt A Common Stock 9,231 2.01 18.6K 76,540
2023-12-26 Eddleman Julie Officer S-Sale D Common Stock 750 37.47 28.1K 133,436
2023-12-26 Desmond Laura Director M-Exempt A Common Stock 11,002 2.01 22.1K 143,199
2023-12-19 Zagorski Mark Director / Officer A-Award A Restricted Stock Units 124,827 0.00 124,827
2023-12-19 Grimmig Andrew E Officer A-Award A Restricted Stock Units 38,141 0.00 38,141
2023-12-19 Eddleman Julie Officer A-Award A Restricted Stock Units 48,544 0.00 48,544
2023-12-19 Allais Nicola T Officer A-Award A Restricted Stock Units 48,544 0.00 48,544
2023-12-15 Zagorski Mark Director / Officer M-Exempt D Restricted Stock Units 6,471 0.00 51,768
2023-12-15 Grimmig Andrew E Officer M-Exempt D Restricted Stock Units 1,493 0.00 11,944
2023-12-15 Eddleman Julie Officer F-InKind D Common Stock 854 35.54 30.4K 132,222
2023-12-15 Desmond Laura Director G-Gift D Common Stock 46,874 0.00 132,197
2023-12-15 Allais Nicola T Officer M-Exempt D Restricted Stock Units 2,489 0.00 19,910
2023-12-13 Allais Nicola T Officer S-Sale D Common Stock 9,231 34.91 322.3K 62,602
2023-12-12 Eddleman Julie Officer S-Sale D Common Stock 750 33.50 25.1K 131,085
2023-12-12 Desmond Laura Director M-Exempt D Options (Rights to Buy) 11,003 2.01 22.1K 134,541
2023-12-12 Allais Nicola T Officer S-Sale D Common Stock 9,231 33.33 307.6K 62,602
2023-12-04 Eddleman Julie Officer S-Sale D Common Stock 2,500 33.24 83.1K 131,835
2023-12-01 Eddleman Julie Officer S-Sale D Common Stock 2,000 33.54 67.1K 134,335
2023-11-30 Zagorski Mark Director / Officer P-Purchase A Common Stock 389 28.22 11.0K 365,049
2023-11-28 Eddleman Julie Officer S-Sale D Common Stock 750 32.10 24.1K 136,335
2023-11-28 Desmond Laura Director M-Exempt D Options (Rights to Buy) 11,002 2.01 22.1K 145,544
2023-11-28 Allais Nicola T Officer S-Sale D Common Stock 9,231 32.15 296.8K 62,602
2023-11-27 Providence VII U.S. Holdings L.P. 10% Owner S-Sale D Common Stock 1,862,992 30.28 56.40M 26,122,547
2023-11-27 Noell Robert Davis Director / 10% Owner S-Sale D Common Stock 12,008 30.28 363.5K 168,361
2023-11-27 Allais Nicola T Officer M-Exempt D Options (Rights to Buy) 9,231 2.01 18.6K 436,349
2023-11-15 Providence VII U.S. Holdings L.P. 10% Owner S-Sale D Common Stock 80,047 30.28 2.42M 180,369
2023-11-15 Noell Robert Davis Director / 10% Owner S-Sale D Common Stock 80,047 30.28 2.42M 180,369
2023-11-15 Grimmig Andrew E Officer F-InKind D Common Stock 958 31.49 30.2K 60,581
2023-11-15 Desmond Laura Director M-Exempt D Options (Rights to Buy) 203,745 2.01 409.5K 0

Executive team

Top executives
EBIT / Employee
70.5K
Shares Outstanding
161.99M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Mark Zagorski Chief Executive Officer 670.0K 10.32M 797.3K 23.2K 11.81M 87.38%
2 2025 Nicola Allais Chief Financial Officer 515.0K 3.46M 459.6K 23.2K 4.46M 77.63%
3 2025 Julie Eddleman Executive Vice President and Global Chief Commercial Officer 515.0K 2.60M 612.9K 22.1K 3.75M 69.31%
4 2025 Andrew Grimmig Chief Legal Officer 480.0K 2.60M 371.3K 23.2K 3.47M 74.81%
5 2024 Mark Zagorski Chief Executive Officer 650.0K 416.0K 11.6K 1.08M 0.00%
6 2024 Julie Eddleman Executive Vice President and Global Chief Commercial Officer 500.0K 320.0K 23.3K 843.3K 0.00%
7 2024 Nicola Allais Chief Financial Officer 500.0K 240.0K 22.0K 762.0K 0.00%
8 2024 Andrew Grimmig Chief Legal Officer 455.0K 189.3K 22.0K 666.2K 0.00%
9 2023 Mark Zagorski Chief Executive Officer 550.0K 9.66M 588.5K 15.6K 10.81M 89.32%
10 2023 Julie Eddleman Executive Vice President and Global Chief Commercial Officer 475.0K 3.76M 508.3K 26.4K 4.77M 78.81%
11 2023 Nicola Allais Chief Financial Officer 475.0K 3.76M 355.8K 25.5K 4.61M 81.43%
12 2023 Andrew Grimmig Chief Legal Officer 430.0K 2.95M 276.1K 9.9K 3.67M 80.47%
13 2022 Mark Zagorski Chief Executive Officer 515.0K 3.75M 3.75M 576.8K 22.6K 8.61M 87.06%
14 2022 Nicola Allais Chief Financial Officer 400.0K 1.63M 1.63M 268.8K 22.6K 3.94M 82.46%
15 2022 Julie Eddleman Executive Vice President and Global Chief Commercial Officer 465.0K 1.38M 1.37M 520.8K 14.7K 3.75M 73.32%
16 2022 Andy Grimmig Chief Legal Officer 400.0K 1.00M 1,000.0K 224.0K 9.2K 2.63M 75.95%
17 2022 Andrew Grimmig Chief Legal Officer 400.0K 1.00M 1,000.0K 224.0K 9.2K 2.63M 75.95%
18 2022 Matthew McLaughlin Former Chief Operating Officer 209.6K 296.1K 270.8K 776.5K 0.00%
19 2021 Julie Eddleman Executive Vice President and Global Chief Commercial Officer 419.4K 450.0K 5.94M 1,000.0K 17.6K 7.83M 88.67%
20 2021 Mark Zagorski Chief Executive Officer 500.0K 3.25M 3.25M 348.3K 21.5K 7.37M 88.20%
21 2021 Nicola Allais Chief Financial Officer 383.4K 1.50M 1.50M 160.3K 21.5K 3.57M 84.15%
22 2020 Matthew McLaughlin Former Chief Operating Officer 344.0K 3.92M 9.15M 224.3K 35.1K 13.68M 95.59%
23 2020 Mark Zagorski Chief Executive Officer 225.6K 349.7K 2.41M 4.65M 5.3K 7.64M 92.40%
24 2020 Andy Grimmig Chief Legal Officer 262.5K 58.3K 345.1K 1.14M 126.0K 18.1K 1.95M 76.21%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-07 DEFA14A
2026-04-07 DEF 14A
2025-04-10 DEFA14A
2025-04-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-04-07 DEFA14A
2026-04-07 DEF 14A
2026-04-07 ARS
2026-04-03 4
2026-03-26 SC 13G/A
2026-03-16 4
2026-03-16 4
2026-03-16 4

Executive team

NameTitleCompensationGender
Mark S. Zagorski Chief Executive Officer & Director 1M male
Julie Eddleman Senior Advisor 1M female
Nicola T. Allais Chief Financial Officer 997.8K male
Andrew E. Grimmig General Counsel & Chief Legal Officer 874.5K male
Jack Smith Chief Innovation Officer male
Nisim Tal Chief Technology Officer male
Rose Velez-smith Executive Vice President & Chief Human Resources Officer female
Steven Woolway Executive Vice President of Business Development male
Alex Valle Chief Product Officer male
Tejal R. Engman Senior Vice President of Investor Relations female
Dan Slivjanovski Chief Marketing Officer male
Daniel Slotwiner Senior Vice President of Attention male
ESG Rating
B
SOFTWARE - APPLICATION
2026
E (Environmental)
69.1 / 66.0
Company / Sector avg.
S (Social)
61.1 / 69.5
Company / Sector avg.
G (Governance)
62.9 / 67.5
Company / Sector avg.
ESG Total
64.4 / 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 yield history

Dividend history

Earnings history

Earnings reports

Stock splits