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Establishment Labs Holdings Inc. (ESTA)

USD89.99 +3.40 (+3.93%)
CR NASDAQ Healthcare Medical - Devices
Address Building B15 and 25
Alajuela, CR
CEO Fillipo Peter Caldini
IPO 2018-07-19
CIK 1688757 ISIN VGG312491084

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Description

Establishment Labs Holdings Inc. operates as a medical technology enterprise specializing in the creation and commercialization of devices for aesthetic and reconstructive plastic surgery. The company is primarily recognized for its silicone gel-filled breast implants, sold under the Motiva Implants brand. Among these are the Motiva Ergonomix and Motiva Ergonomix2, which are distinctive, gravity-sensitive, round, soft silicone-gel-filled implants. Furthermore, Establishment Labs provides the Motiva Flora Tissue Expander for breast tissue and distributes the Puregraft range of products, utilized for the harvesting and redistribution of autologous adipose tissue. The firm markets its offerings across Europe, Latin America, the Asia-Pacific region, and other global markets, leveraging both a direct sales force and exclusive distributors. Founded in 2004, Establishment Labs has its main office situated in Alajuela, Costa Rica.

News Sentiment (7d)
41 Neutral

Based on only 1 article — low confidence

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
USD89.99 +3.40 (+3.93%)
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Volume Profile
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Liquidity & share structure
Average Volume
616.2K
Beta
1.07
Float Shares
26.66M
Free Float %
90.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.24% -6.48% +14.94% -5.93% +9.48% -5.08% +100.06% +3.83% +5.67% +179.52% +179.52%
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 (14 ratings, all time) Buy
Price Targets & DCF
Current price
89.99
Low 84.00 -6.7%
Consensus 85.00 -5.6%
Median 85.00 -5.6%
High 86.00 -4.4%
Ratings Trend (MoM) 89% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 6 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 6
79.33
-11.9%
All Time 11
77.55
-13.8%
Quality scores
Altman Z-Score
2.70
Grey zone
Piotroski F-Score
3 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Devices: +11.2%
    +27.1% Q1'26: +44.7% (vs Q1'25)
  • EPS growth Medical - Devices: +28.5%
    +42.7% Q1'26: +35.7% (vs Q1'25)
  • FCF margin FCF growth · Medical - Devices: +30.9%
    -30.4% Q1'26: +0.0% (vs Q1'25)
  • EBIT margin Medical - Devices: +6.2%
    -15.5% Q1'26: -10.9% (vs Q1'25)
  • ROIC Medical - Devices: +3.3%
    -15.4% Q1'26: -13.2% (vs Q1'25)
  • Share dilution Medical - Devices: 0.0%
    +5.2% Q1'26: +0.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×
    -8.07× Q1'26: -9.64× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.12) × ERP
WACC = 89% × Ke + 11% × Kd (9.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 89.99
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 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
5 EPS Ana.
Dec 2027
6 Rev. Ana.
4 EPS Ana.
Dec 2028
9 Rev. Ana.
9 EPS Ana.
Dec 2029
4 Rev. Ana.
3 EPS Ana.
Dec 2030
4 Rev. Ana.
3 EPS Ana.
Revenue
61.21M
est: 60.47M (+1.2%)
89.57M
est: 87.52M (+2.3%)
84.68M
est: 82.92M (+2.1%)
126.68M
est: 126.30M (+0.3%)
161.70M
est: 160.94M (+0.5%)
165.15M
est: 151.35M (+9.1%)
166.03M
est: 165.97M (+0.0%)
211.08M
est: 210.35M (+0.3%)
267.20M
265.85M – 268.54M
+27.0% YoY
336.98M
335.80M – 338.17M
+26.1% YoY
416.60M
416.60M – 416.60M
+23.6% YoY
540.65M
536.95M – 546.86M
+29.8% YoY
642.95M
638.54M – 650.33M
+18.9% YoY
EBITDA
-9.27M
est: -18.71M (+50.5%)
-25.51M
est: -27.09M (+5.8%)
-24.93M
est: -25.66M (+2.8%)
-26.54M
est: -39.09M (+32.1%)
-56.90M
est: -49.81M (-14.2%)
-58.31M
est: -42.63M (-36.8%)
-56.22M
est: -46.75M (-20.3%)
-32.77M
est: -59.25M (+44.7%)
-75.26M
-75.64M – -74.88M
-27.0% YoY
-94.92M
-95.25M – -94.58M
-26.1% YoY
-117.34M
-117.34M – -117.34M
-23.6% YoY
-152.28M
-154.03M – -151.24M
-29.8% YoY
-181.09M
-183.17M – -179.85M
-18.9% YoY
EBIT
-12.07M
est: -20.85M (+42.1%)
-28.81M
est: -30.18M (+4.5%)
-28.64M
est: -28.59M (-0.2%)
-30.65M
est: -43.55M (+29.6%)
-61.06M
est: -55.50M (-10.0%)
-63.19M
est: -46.67M (-35.4%)
-63.80M
est: -51.18M (-24.7%)
-32.77M
est: -64.86M (+49.5%)
-82.39M
-82.80M – -81.97M
-27.0% YoY
-103.91M
-104.27M – -103.54M
-26.1% YoY
-128.46M
-128.46M – -128.46M
-23.6% YoY
-166.70M
-168.62M – -165.56M
-29.8% YoY
-198.25M
-200.52M – -196.89M
-18.9% YoY
Net Income
-21.10M
est: -30.13M (+30.0%)
-38.15M
est: -61.31M (+37.8%)
-38.12M
est: -43.81M (+13.0%)
-41.14M
est: -40.09M (-2.6%)
-75.21M
est: -90.35M (+16.8%)
-78.50M
est: -92.00M (+14.7%)
-84.60M
est: -70.87M (-19.4%)
-51.06M
est: -55.22M (+7.5%)
-34.64M
-48.45M – -8.08M
+37.3% YoY
268.0K
102.0K – 1.24M
+100.8% YoY
35.96M
23.74M – 58.32M
+13,318.7% YoY
69.32M
68.70M – 70.35M
+92.8% YoY
109.60M
108.63M – 111.24M
+58.1% YoY
SGA
47.30M
est: 48.59M (-2.7%)
70.81M
est: 70.32M (+0.7%)
66.63M
est: 66.62M (+0.0%)
92.23M
est: 101.48M (-9.1%)
125.98M
est: 129.32M (-2.6%)
145.58M
est: 121.47M (+19.8%)
139.81M
est: 133.20M (+5.0%)
165.07M
est: 168.82M (-2.2%)
214.44M
213.36M – 215.52M
+27.0% YoY
270.45M
269.50M – 271.39M
+26.1% YoY
334.34M
334.34M – 334.34M
+23.6% YoY
433.90M
430.92M – 438.88M
+29.8% YoY
516.00M
512.46M – 521.92M
+18.9% YoY
EPS
-1.22
est: -1.07 (-14.0%)
-1.86
est: -2.18 (+14.6%)
-1.63
est: -1.56 (-4.8%)
-1.72
est: -1.42 (-20.8%)
-3.08
est: -3.21 (+4.1%)
-3.07
est: -3.10 (+0.9%)
-3.00
est: -2.42 (-23.8%)
-1.72
est: -1.86 (+7.7%)
-1.13
-1.64 – -0.27
+39.3% YoY
0.02
0.00 – 0.04
+101.6% YoY
1.11
0.80 – 1.97
+6,058.7% YoY
2.34
2.32 – 2.37
+110.3% YoY
3.70
3.67 – 3.76
+58.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-29 BTIG Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-11 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-08 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-05-07 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-05-06 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-05-05 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-04 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-41.52M
OE per share TTM
-1.41
Owner's Yield
-1.88%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
35.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
25
Total invested
49.30M
Insider transactions (90d)
5
Beneficial owners (>5%)
24
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Jason G. Wild 3.10M 15.21% 3.10M IN United States of America 2019-05-30
2 JW GP, LLC 2.30M 11.37% 2.32M PN Delaware, United States of America 2019-05-30
3 Daniel Mack 2.07M 8.80% 28.2K 2.04M 28.2K HC, IN USA 2021-02-16
4 Nantahala Capital Management, LLC 2.04M 8.70% 2.04M IA USA 2021-02-16
5 Wilmot B. Harkey 2.04M 8.70% 2.04M HC USA 2021-02-16
6 RTW Investments, LP 2.03M 9.87% 2.03M IA United States of America 2020-02-14
7 Roderick Wong 2.03M 9.87% 2.03M HC United States of America 2020-02-14
8 prospectus supplement filed with the Securities and Exchange Commission (“SEC”) under Rule 424(b)(5) 1.76M 6.03% 1.76M 1.76M OO Qatar 2024-11-12
9 Brown Advisory Incorporated ("BAI") 1.67M 6.95% 1.44M HC Brown Advisory Incorporated is a Maryland Corporation. 2022-02-07
10 Brown Advisory LLC ("BALLC") 1.66M 6.92% 1.43M IA Brown Advisory LLC is a Maryland Limited Liability Corporation. 2022-02-07
11 RTW Master Fund, Ltd. 1.56M 7.57% 1.56M CO Cayman Islands 2020-02-14
12 Juan Jose Chacon Quiros 1.44M 11.00% 1.44M 1.44M 1.44M IN 4. Citizenship or Place of Organization Costa Rica 2024-02-09
13 Joseph Edelman 1.34M 6.50% 1.34M 1.34M IN Delaware 2019-02-14
14 Perceptive Advisors LLC 1.34M 6.50% 1.34M 1.34M IA Delaware 2019-02-14
15 Perceptive Life Sciences Master Fund, Ltd. 1.34M 6.50% 1.34M 1.34M CO Delaware 2019-02-14
16 Efrem Kamen 1.32M 5.50% 1.32M 1.32M HC, IN Delaware 2022-02-14
17 Pura Vida Investments, LLC 1.32M 5.50% 1.32M 1.32M IA Delaware 2022-02-14
18 1,260,528 1.26M 6.20% 1.26M 1.26M IA Delaware 2019-05-28
19 S 1.19M 5.07% 6.3K 1.18M 6.3K 1.18M HC Delaware 2021-02-17
20 Nicholas Lewin 876.6K 11.00% 876.6K 876.6K 876.6K IN 4. Citizenship or Place of Organization United States of America 2020-02-11
21 J.W. Opportunities Master Fund, LLC 784.1K 3.84% 784.1K 21.00 PN Delaware, United States of America 2019-05-30
22 Brown Investment Advisory & Trust Company ("BIATC") 8.8K 0.04% 8.8K BK Brown Investment Advisory & Trust Company is a Maryland Trust Company. 2022-02-07
23 95-1411037 13.00 5.30% 1.48M 1.48M IA Delaware 2024-11-12
24 CPH TU, LP 11.00% PN 4. Citizenship or Place of Organization Delaware 2020-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
25
-161 vs prev Q
New positions
3
Closed positions
153
Increased
8
Reduced
11
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 JW ASSET MANAGEMENT, LLC 3.06M -21.1K (-0.7%) 223.14M +96.8M (+76.6%) 10.34% -0.123 pp 72.63% +11.992 pp USD22.48 +224.2% 30 qtrs
2 RTW INVESTMENTS, LP 2.59M +— (+0.0%) 188.67M +82.6M (+77.8%) 8.74% -0.043 pp 1.89% +0.582 pp USD26.93 +170.6% 30 qtrs
3 BROWN ADVISORY INC 1.99M -172.7K (-8.0%) 145.34M +56.5M (+63.6%) 6.73% -0.619 pp 0.20% +0.087 pp USD29.61 +146.1% 25 qtrs
4 FINDELL CAPITAL MANAGEMENT LLC 1.13M -165.0K (-12.7%) 82.39M +29.3M (+55.2%) 3.82% -0.579 pp 23.69% +2.734 pp USD38.08 +91.4% 9 qtrs
5 TYRO CAPITAL MANAGEMENT LLC 1.08M +— (+0.0%) 78.52M +34.4M (+77.8%) 3.64% -0.018 pp 14.05% -2.355 pp USD40.82 +78.5% 4 qtrs
6 NANTAHALA CAPITAL MANAGEMENT, LLC 987.7K -985.8K (-50.0%) 71.98M -8.9M (-11.0%) 3.33% -3.361 pp 2.38% -0.429 pp USD32.29 +125.7% 30 qtrs
7 BAMCO INC /NY/ 961.2K -220.6K (-18.7%) 70.05M +21.6M (+44.6%) 3.25% -0.765 pp 0.19% +0.061 pp USD47.57 +53.2% 19 qtrs
8 GOLDMAN SACHS GROUP INC 811.5K +438.2K (+117.4%) 59.14M +43.8M (+286.5%) 2.74% +1.473 pp 0.01% +0.005 pp USD58.78 +24.0% 21 qtrs
9 CAPITAL RESEARCH GLOBAL INVESTORS 807.8K -6.7K (-0.8%) 58.87M +25.5M (+76.3%) 2.73% -0.036 pp 0.01% +0.005 pp USD46.42 +57.0% 8 qtrs
10 MUDITA ADVISORS LLP 699.7K +12.9K (+1.9%) 50.99M +22.8M (+81.1%) 2.36% +0.032 pp 11.02% +2.880 pp USD45.55 +60.0% 17 qtrs
11 RICE HALL JAMES & ASSOCIATES, LLC 651.6K -108.6K (-14.3%) 47.49M +16.3M (+52.4%) 2.20% -0.380 pp 2.61% +0.915 pp USD41.89 +74.0% 23 qtrs
12 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 639.8K -377.8K (-37.1%) 46.63M +4.9M (+11.8%) 2.16% -1.292 pp 0.13% +0.022 pp USD45.81 +59.1% 8 qtrs
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 611.8K +480.4K (+365.6%) 44.59M +39.2M (+727.8%) 2.07% +1.620 pp 0.01% +0.005 pp USD66.47 +9.6% 20 qtrs
14 TORONTO DOMINION BANK 540.0K +— (+0.0%) 39.36M +17.2M (+77.8%) 1.82% -0.009 pp 0.06% +0.024 pp USD46.07 +58.2% 5 qtrs
15 D. E. SHAW & CO., INC. 488.0K +316.9K (+185.2%) 35.57M +28.6M (+407.0%) 1.65% +1.067 pp 0.02% +0.016 pp USD62.18 +17.2% 3 qtrs
16 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 391.9K -38.3K (-8.9%) 28.56M +10.9M (+62.0%) 1.32% -0.137 pp 0.59% +0.228 pp USD43.50 +67.5% 8 qtrs
17 MORGAN STANLEY 378.4K -460.0K (-54.9%) 27.58M -6.8M (-19.7%) 1.28% -1.567 pp 0.00% 0.000 pp USD41.77 +74.5% 30 qtrs
18 WOODSON CAPITAL MANAGEMENT, LP 375.0K -105.0K (-21.9%) 27.33M +7.7M (+38.9%) 1.27% -0.363 pp 3.79% +0.251 pp USD41.80 +74.4% 3 qtrs
19 FIRST LIGHT ASSET MANAGEMENT, LLC 373.1K -45.3K (-10.8%) 27.19M +10.0M (+58.6%) 1.26% -0.160 pp 2.08% +0.462 pp USD41.18 +77.0% 4 qtrs
20 ROYCE & ASSOCIATES LP 358.5K +69.8K (+24.2%) 26.13M +14.3M (+120.8%) 1.21% +0.231 pp 0.27% +0.147 pp USD48.96 +48.9% 5 qtrs
21 NUVEEN, LLC 352.1K +38.5K (+12.3%) 25.66M +12.8M (+99.6%) 1.19% +0.125 pp 0.01% +0.003 pp USD44.32 +64.4% 4 qtrs
22 BOOTHBAY FUND MANAGEMENT, LLC 299.3K -133.4K (-30.8%) 21.81M +4.1M (+23.0%) 1.01% -0.458 pp 0.33% +0.068 pp USD46.58 +56.5% 12 qtrs
23 TWO SIGMA INVESTMENTS, LP 292.3K +250.8K (+605.1%) 21.30M +19.6M (+1,153.6%) 0.99% +0.846 pp 0.03% +0.028 pp USD68.36 +6.6% 2 qtrs
24 CAPTION MANAGEMENT, LLC 275.0K +275.0K (+100.0%) 20.04M +20.0M (+100.0%) 0.93% +0.928 pp 0.14% +0.137 pp USD72.88 +0.0% 1 qtrs NEW
25 BANK OF AMERICA CORP /DE/ 266.0K +76.0K (+40.0%) 19.39M +11.6M (+148.9%) 0.90% +0.253 pp 0.00% +0.001 pp USD50.85 +43.3% 19 qtrs
26 POINT72 ASSET MANAGEMENT, L.P. 249.8K +249.8K (+100.0%) 18.20M +18.2M (+100.0%) 0.84% +0.843 pp 0.02% +0.020 pp USD72.88 +0.0% 1 qtrs NEW
27 RAYMOND JAMES FINANCIAL INC 209.6K -6.5K (-3.0%) 15.28M +6.4M (+72.5%) 0.71% -0.026 pp 0.00% +0.002 pp USD44.32 +64.4% 5 qtrs
28 TWO SIGMA ADVISERS, LP 201.8K +201.8K (+100.0%) 14.71M +14.7M (+100.0%) 0.68% +0.681 pp 0.03% +0.029 pp USD72.88 +0.0% 1 qtrs NEW
29 AFFINITY ASSET ADVISORS, LLC 200.0K -110.0K (-35.5%) 14.58M +1.9M (+14.7%) 0.68% -0.377 pp 0.83% -0.276 pp USD52.53 +38.7% 20 qtrs
30 CITADEL ADVISORS LLC 199.6K +199.6K (+100.0%) 14.55M +14.5M (+100.0%) 0.67% +0.674 pp 0.00% +0.002 pp USD72.88 +0.0% 21 qtrs
31 GARNET EQUITY CAPITAL HOLDINGS, INC. 199.1K -26.0K (-11.6%) 14.51M +5.3M (+57.3%) 0.67% -0.092 pp 1.90% -1.531 pp USD42.25 +72.5% 3 qtrs
32 MARSHALL WACE, LLP 198.4K +62.4K (+45.9%) 14.46M +8.9M (+159.3%) 0.67% +0.208 pp 0.01% +0.008 pp USD51.01 +42.9% 14 qtrs
33 BNP PARIBAS ARBITRAGE, SNC 196.1K +146.7K (+296.8%) 14.29M +12.3M (+605.5%) 0.66% +0.494 pp 0.01% +0.005 pp USD65.08 +12.0% 19 qtrs
34 DEUTSCHE BANK AG\ 194.4K +92.9K (+91.5%) 14.17M +10.0M (+240.5%) 0.66% +0.312 pp 0.00% +0.003 pp USD56.35 +29.3% 19 qtrs
35 SCIENCE & TECHNOLOGY PARTNERS, L.P. 193.1K +193.1K (+100.0%) 14.07M +14.1M (+100.0%) 0.65% +0.652 pp 3.91% +3.911 pp USD72.88 +0.0% 1 qtrs NEW
36 TUDOR INVESTMENT CORP ET AL 176.3K +176.3K (+100.0%) 12.85M +12.9M (+100.0%) 0.60% +0.595 pp 0.02% +0.024 pp USD72.88 +0.0% 1 qtrs NEW
37 ADAR1 CAPITAL MANAGEMENT, LLC 171.4K +80.7K (+89.0%) 12.49M +8.8M (+236.1%) 0.58% +0.271 pp 0.92% +0.568 pp USD56.17 +29.7% 6 qtrs
38 GILDER GAGNON HOWE & CO LLC 170.8K +170.8K (+100.0%) 12.44M +12.4M (+100.0%) 0.58% +0.577 pp 0.13% +0.131 pp USD72.88 +0.0% 1 qtrs NEW
39 DISCOVERY CAPITAL MANAGEMENT, LLC / CT 155.3K +— (+0.0%) 11.32M +5.0M (+77.8%) 0.52% -0.003 pp 0.61% +0.263 pp USD40.92 +78.1% 4 qtrs
40 JANE STREET GROUP, LLC 151.6K +151.6K (+100.0%) 11.05M +11.0M (+100.0%) 0.51% +0.512 pp 0.00% +0.002 pp USD72.88 +0.0% 1 qtrs NEW
41 STATE OF WISCONSIN INVESTMENT BOARD 151.5K -14.9K (-8.9%) 11.04M +4.2M (+61.9%) 0.51% -0.053 pp 0.02% +0.009 pp USD47.36 +53.9% 8 qtrs
42 GRANITE INVESTMENT PARTNERS, LLC 151.5K -9.5K (-5.9%) 11.04M +4.4M (+67.3%) 0.51% -0.035 pp 0.65% +0.280 pp USD40.94 +78.0% 4 qtrs
43 JPMORGAN CHASE & CO 147.4K +28.9K (+24.3%) 10.75M +5.9M (+121.1%) 0.50% +0.095 pp 0.00% +0.000 pp USD65.40 +11.4% 19 qtrs
44 PIER CAPITAL, LLC 143.8K -43.8K (-23.4%) 10.48M +2.8M (+36.3%) 0.49% -0.151 pp 1.67% +0.471 pp USD42.71 +70.6% 3 qtrs
45 FRANKLIN RESOURCES INC 142.6K +142.6K (+100.0%) 10.39M +10.4M (+100.0%) 0.48% +0.481 pp 0.00% +0.003 pp USD72.88 +0.0% 1 qtrs NEW
46 EXODUSPOINT CAPITAL MANAGEMENT, LP 125.8K +125.8K (+100.0%) 9.16M +9.2M (+100.0%) 0.42% +0.425 pp 0.07% +0.072 pp USD72.88 +0.0% 4 qtrs
47 TEJARA CAPITAL LTD 125.3K +22.8K (+22.2%) 9.13M +4.9M (+117.4%) 0.42% +0.075 pp 2.15% -0.042 pp USD47.01 +55.0% 4 qtrs
48 BLACKROCK, INC. 121.5K +27.1K (+28.7%) 8.86M +5.0M (+128.9%) 0.41% +0.090 pp 0.00% +0.000 pp USD49.87 +46.1% 6 qtrs
49 VOLEON CAPITAL MANAGEMENT LP 121.4K +90.0K (+286.9%) 8.85M +7.6M (+587.8%) 0.41% +0.303 pp 0.19% +0.159 pp USD64.64 +12.7% 2 qtrs
50 TREXQUANT INVESTMENT LP 119.9K +119.9K (+100.0%) 8.74M +8.7M (+100.0%) 0.40% +0.405 pp 0.08% +0.078 pp USD72.88 +0.0% 1 qtrs NEW
51 KORNITZER CAPITAL MANAGEMENT INC /KS 118.9K -58.6K (-33.0%) 8.67M +1.4M (+19.1%) 0.40% -0.201 pp 0.18% +0.034 pp USD50.13 +45.4% 30 qtrs
52 ASSENAGON ASSET MANAGEMENT S.A. 115.9K +43.2K (+59.4%) 8.45M +5.5M (+183.3%) 0.39% +0.145 pp 0.01% +0.008 pp USD56.06 +30.0% 5 qtrs
53 REDMILE GROUP, LLC 112.7K -16.7K (-12.9%) 8.21M +2.9M (+54.8%) 0.38% -0.059 pp 0.60% +0.089 pp USD45.55 +60.0% 8 qtrs
54 HRT FINANCIAL LP 105.0K +105.0K (+100.0%) 7.65M +7.7M (+100.0%) 0.35% +0.355 pp 0.02% +0.024 pp USD72.88 +0.0% 1 qtrs NEW
55 PORTOLAN CAPITAL MANAGEMENT, LLC 94.6K -60.4K (-39.0%) 6.90M +540.6K (+8.5%) 0.32% -0.207 pp 0.37% +0.026 pp USD44.02 +65.6% 6 qtrs
56 UNION SQUARE PARK CAPITAL MANAGEMENT, LLC 90.0K -85.0K (-48.6%) 6.56M -614.1K (-8.6%) 0.30% -0.290 pp 3.15% +0.602 pp USD44.99 +62.0% 8 qtrs
57 NORTHERN TRUST CORP 89.4K -12.8K (-12.5%) 6.52M +2.3M (+55.5%) 0.30% -0.045 pp 0.00% +0.000 pp USD43.29 +68.4% 30 qtrs
58 SIMPLIFY ASSET MANAGEMENT INC. 72.9K +34.9K (+92.1%) 5.31M +3.8M (+241.5%) 0.25% +0.117 pp 0.09% +0.058 pp USD56.28 +29.5% 14 qtrs
59 VANGUARD GROUP INC 68.1K +245.0 (+0.4%) 4.96M +2.2M (+78.4%) 0.23% 0.000 pp 0.00% +0.000 pp USD44.17 +65.0% 27 qtrs
60 PRINCIPAL FINANCIAL GROUP INC 67.1K -35.6K (-34.6%) 4.89M +683.0K (+16.2%) 0.23% -0.122 pp 0.00% +0.000 pp USD42.62 +71.0% 3 qtrs
61 HOOD RIVER CAPITAL MANAGEMENT LLC 58.3K +5.2K (+9.8%) 4.25M +2.1M (+95.2%) 0.20% +0.017 pp 0.05% +0.021 pp USD45.12 +61.5% 7 qtrs
62 BARCLAYS PLC 57.4K +25.9K (+82.4%) 4.18M +2.8M (+207.3%) 0.19% +0.087 pp 0.00% +0.001 pp USD55.57 +31.1% 11 qtrs
63 JUMP FINANCIAL, LLC 56.1K +56.1K (+100.0%) 4.09M +4.1M (+100.0%) 0.19% +0.190 pp 0.05% +0.050 pp USD72.88 +0.0% 1 qtrs NEW
64 CENTERBOOK PARTNERS LP 55.6K -167.2K (-75.0%) 4.05M -5.1M (-55.6%) 0.19% -0.568 pp 0.20% -0.253 pp USD42.71 +70.6% 3 qtrs
65 4D ADVISORS, LLC 55.0K -20.0K (-26.7%) 4.01M +934.2K (+30.4%) 0.19% -0.069 pp 2.20% +0.560 pp USD42.48 +71.6% 5 qtrs
66 SEI INVESTMENTS CO 51.3K +1.5K (+3.1%) 3.74M +1.7M (+83.3%) 0.17% +0.004 pp 0.00% +0.002 pp USD44.81 +62.6% 19 qtrs
67 STATE STREET CORP 48.6K -758.0 (-1.5%) 3.54M +1.5M (+75.1%) 0.16% -0.003 pp 0.00% +0.000 pp USD68.51 +6.4% 19 qtrs
68 UBS ASSET MANAGEMENT AMERICAS INC 48.3K -2.8K (-5.4%) 3.52M +1.4M (+68.1%) 0.16% -0.010 pp 0.00% +0.000 pp USD48.96 +48.9% 19 qtrs
69 VOLORIDGE INVESTMENT MANAGEMENT, LLC 46.9K +46.9K (+100.0%) 3.42M +3.4M (+100.0%) 0.16% +0.159 pp 0.01% +0.012 pp USD72.88 +0.0% 1 qtrs NEW
70 GUIDED CAPITAL WEALTH MANAGEMENT, LLC 45.5K -6.2K (-11.9%) 3.32M +1.2M (+56.6%) 0.15% -0.022 pp 2.32% +0.510 pp USD41.03 +77.6% 4 qtrs
71 PURA VIDA INVESTMENTS, LLC 45.0K +— (+0.0%) 3.28M +1.4M (+77.8%) 0.15% -0.001 pp 12.26% +1.019 pp USD34.68 +110.1% 30 qtrs
72 UBS GROUP AG 41.4K -44.7K (-51.9%) 3.02M -510.6K (-14.5%) 0.14% -0.152 pp 0.00% 0.000 pp USD45.17 +61.3% 28 qtrs
73 NORTHROCK PARTNERS, LLC 40.9K -2.0K (-4.7%) 2.98M +1.2M (+69.5%) 0.14% -0.008 pp 0.05% +0.019 pp USD69.32 +5.1% 20 qtrs
74 Y-INTERCEPT (HONG KONG) LTD 36.0K +36.0K (+100.0%) 2.63M +2.6M (+100.0%) 0.12% +0.122 pp 0.06% +0.059 pp USD72.88 +0.0% 1 qtrs NEW
75 SUMMITTX CAPITAL, L.P. 34.6K +34.6K (+100.0%) 2.52M +2.5M (+100.0%) 0.12% +0.117 pp 0.08% +0.076 pp USD72.88 +0.0% 1 qtrs NEW
76 SWISS NATIONAL BANK 34.2K +600.0 (+1.8%) 2.49M +1.1M (+81.0%) 0.12% +0.002 pp 0.00% +0.001 pp USD77.36 -5.8% 19 qtrs
77 QUANTBOT TECHNOLOGIES LP 34.0K +34.0K (+100.0%) 2.48M +2.5M (+100.0%) 0.11% +0.115 pp 0.08% +0.082 pp USD72.88 +0.0% 1 qtrs NEW
78 SOFINNOVA INVESTMENTS, INC. 28.4K +17.6K (+163.0%) 2.07M +1.6M (+367.5%) 0.10% +0.059 pp 0.09% +0.065 pp USD62.27 +17.0% 9 qtrs
79 GEODE CAPITAL MANAGEMENT, LLC 28.1K +2.2K (+8.3%) 2.04M +982.6K (+92.6%) 0.09% +0.007 pp 0.00% +0.000 pp USD45.06 +61.7% 23 qtrs
80 WALLEYE TRADING LLC 27.8K +27.8K (+100.0%) 2.03M +2.0M (+100.0%) 0.09% +0.094 pp 0.00% +0.003 pp USD72.88 +0.0% 1 qtrs NEW
81 AMERIPRISE FINANCIAL INC 25.8K +5.5K (+27.1%) 1.88M +1.0M (+126.0%) 0.09% +0.018 pp 0.00% +0.000 pp USD58.46 +24.7% 12 qtrs
82 NEW YORK STATE COMMON RETIREMENT FUND 25.3K +— (+0.0%) 1.84M +806.4K (+77.8%) 0.09% 0.000 pp 0.00% +0.001 pp USD41.06 +77.5% 4 qtrs
83 STABLEFORD CAPITAL II LLC 23.0K -1.6K (-6.4%) 1.68M +669.7K (+66.4%) 0.08% -0.006 pp 0.61% +0.242 pp USD47.30 +54.1% 8 qtrs
84 SIT INVESTMENT ASSOCIATES INC 21.6K +— (+0.0%) 1.57M +689.0K (+77.9%) 0.07% 0.000 pp 0.03% +0.013 pp USD46.11 +58.1% 8 qtrs
85 BIGSUR WEALTH MANAGEMENT LLC 20.0K +— (+0.0%) 1.46M +637.2K (+77.8%) 0.07% 0.000 pp 0.35% +0.153 pp USD31.68 +130.1% 25 qtrs
86 DIAMETRIC CAPITAL, LP 20.0K -11.1K (-35.7%) 1.46M +183.3K (+14.4%) 0.07% -0.038 pp 0.39% -0.082 pp USD40.15 +81.5% 9 qtrs
87 LPL FINANCIAL LLC 19.4K -4.5K (-19.0%) 1.41M +432.3K (+44.1%) 0.07% -0.016 pp 0.00% +0.000 pp USD40.99 +77.8% 2 qtrs
88 MILLENNIUM MANAGEMENT LLC 18.5K +12.8K (+222.6%) 1.35M +1.1M (+473.5%) 0.06% +0.043 pp 0.00% +0.001 pp USD62.99 +15.7% 2 qtrs
89 ENGINEERS GATE MANAGER LP 17.9K +17.9K (+100.0%) 1.30M +1.3M (+100.0%) 0.06% +0.060 pp 0.02% +0.015 pp USD72.88 +0.0% 1 qtrs NEW
90 POLEN CAPITAL MANAGEMENT LLC 17.5K +17.5K (+100.0%) 1.27M +1.3M (+100.0%) 0.06% +0.059 pp 0.01% +0.005 pp USD72.88 +0.0% 1 qtrs NEW
91 17.1K +17.1K (+100.0%) 1.25M +1.2M (+100.0%) 0.06% +0.058 pp 0.50% +0.496 pp USD72.88 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 54 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Simplify Health Care ETF PINK 1.47% 5.62M 0.51%
2 Invesco Dorsey Wright Healthcare Momentum ETF PTH 1.39% 2.36M 0.72%
3 Innovator IBD 50 ETF FFTY 1.00% 894.1K 0.80%
4 Invesco Dorsey Wright SmallCap Momentum ETF DWAS 0.40% 1.87M 0.60%
5 First Trust Small Cap Core AlphaDEX Fund FYX 0.26% 3.56M 0.58%
6 T. Rowe Price Small-Mid Cap ETF TMSL 0.24% 6.60M 0.55%
7 iShares Ageing Population UCITS ETF AGED.L 0.19% 1.67M 0.40%
8 iShares Russell 2000 Growth ETF IWO 0.15% 22.32M 0.24%
9 First Trust Multi Cap Growth AlphaDEX Fund FAD 0.11% 610.8K 0.63%
10 JPMorgan BetaBuilders U.S. Small Cap Equity ETF BBSC 0.08% 579.8K 0.09%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.07
Bearish
Ratio by volume
0.16
Bearish
Buys
1
Sells
15
Shares acquired
36.8K
Shares disposed
224.3K
Cash buys
Cash sales
14.00
Net activity
-187,500
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-04 Chacon Quiros Juan Jose Director S-Sale D Common Shares 7,651 70.47 539.2K 1,032,604 I
2026-05-01 Chacon Quiros Juan Jose Director S-Sale D Common Shares 41,265 70.52 2.91M 1,066,239 I
2026-04-27 Chacon Quiros Juan Jose Director S-Sale D Common Shares 1,007 65.91 66.4K 1,108,677 I
2026-04-24 Chacon Quiros Juan Jose Director S-Sale D Common Shares 22,610 65.66 1.48M 1,117,252 I
2026-04-23 Chacon Quiros Juan Jose Director S-Sale D Common Shares 6,757 66.20 447.3K 1,140,262 I
2026-04-14 Chacon Quiros Juan Jose Director S-Sale D Common Shares 37,500 65.23 2.45M 1,182,504 I
2026-04-02 SCHUTTER EDWARD J Director M-Exempt A Common Shares 36,780 4.11 151.2K 175,382 D
2026-03-31 Slotkin Bryan Director A-Award A Common Shares 286 56.78 16.2K 30,256 D
2026-03-31 SCHUTTER EDWARD J Director A-Award A Common Shares 330 56.78 18.7K 138,602 D
2026-03-31 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 440 56.78 25.0K 1,077,315 D
2026-03-31 Gillin Leslie Director A-Award A Common Shares 297 56.78 16.9K 16,044 D
2026-03-31 Custin Ann Director A-Award A Common Shares 363 56.78 20.6K 21,732 D
2026-03-25 Chacon Quiros Juan Jose Director S-Sale D Common Shares 3,575 60.08 214.8K 1,220,004 I
2026-03-23 Chacon Quiros Juan Jose Director S-Sale D Common Shares 200 63.01 12.6K 1,223,579 I
2026-03-09 HARRIS CASSANDRA Officer 0 0.00 0
2026-03-06 Mansbach Samuel Ross Other F-InKind D Common Shares 657 70.41 46.3K 18,663 D
2026-02-18 Caldini Filippo Director / Officer A-Award A Common Shares 8,185 0.00 43,430 D
2026-02-16 Mansbach Samuel Ross Other A-Award A Common Shares 4,082 0.00 19,320 D
2025-12-31 Slotkin Bryan Director A-Award A Common Shares 222 72.88 16.2K 29,970 D
2025-12-31 SCHUTTER EDWARD J Director A-Award A Common Shares 257 72.88 18.7K 138,272 D
2025-12-31 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 343 72.88 25.0K 1,076,875 D
2025-12-31 Gillin Leslie Director A-Award A Common Shares 231 72.88 16.8K 15,747 D
2025-12-31 Custin Ann Director A-Award A Common Shares 282 72.88 20.6K 21,369 D
2025-12-17 Chacon Quiros Juan Jose Director G-Gift D Common Shares 50,000 0.00 1,078,264 I
2025-11-10 JW Asset Management, LLC 10% Owner S-Sale D Common Shares 11,000 67.07 737.8K 3,061,694 I
2025-11-07 JW Asset Management, LLC 10% Owner S-Sale D Common Shares 2,500 65.09 162.7K 3,072,694 I
2025-11-06 JW Asset Management, LLC 10% Owner S-Sale D Common Shares 7,591 65.00 493.4K 3,075,194 I
2025-09-30 Slotkin Bryan Director A-Award A Common Shares 396 40.99 16.2K 29,748 D
2025-09-30 SCHUTTER EDWARD J Director A-Award A Common Shares 457 40.99 18.7K 138,015 D
2025-09-30 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 609 40.99 25.0K 1,076,532 D
2025-09-30 Gillin Leslie Director A-Award A Common Shares 411 40.99 16.8K 15,516 D
2025-09-30 Custin Ann Director A-Award A Common Shares 503 40.99 20.6K 21,087 D
2025-08-22 JW Asset Management, LLC 10% Owner S-Sale D Right to Buy 940 42.50 40.0K 0 I
2025-08-14 LEWIN NICHOLAS SHERIDAN Director P-Purchase A Common Shares 2,600 37.85 98.4K 19,090 I
2025-08-13 LEWIN NICHOLAS SHERIDAN Director P-Purchase A Common Shares 2,300 34.30 78.9K 16,490 I
2025-08-11 Caldini Filippo Director / Officer P-Purchase A Common Shares 2,850 35.20 100.3K 35,245 D
2025-08-03 Chacon Quiros Juan Jose Director A-Award A Stock Option (Right to buy) 14,906 36.46 543.5K 14,906 D
2025-07-07 JW Asset Management, LLC 10% Owner S-Sale D Right to Buy 200 47.50 9.5K 0 I
2025-07-03 JW Asset Management, LLC 10% Owner S-Sale D Right to Buy 15 47.50 712.50 0 I
2025-07-01 JW Asset Management, LLC 10% Owner S-Sale D Common Shares 9,700 44.38 430.5K 3,082,785 I
2025-06-30 Slotkin Bryan Director A-Award A Common Shares 380 42.71 16.2K 29,352 D
2025-06-30 SCHUTTER EDWARD J Director A-Award A Common Shares 439 42.71 18.7K 137,558 D
2025-06-30 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 585 42.71 25.0K 1,075,923 D
2025-06-30 Gillin Leslie Director A-Award A Common Shares 395 42.71 16.9K 15,105 D
2025-06-30 Custin Ann Director A-Award A Common Shares 510 42.71 21.8K 20,584 D
2025-06-13 SCHUTTER EDWARD J Director J-Other D Common Shares 43,089 0.00 137,119 D
2025-06-09 SCHUTTER EDWARD J Director G-Gift D Common Shares 59,198 0.00 180,208 D
2025-06-04 SCHUTTER EDWARD J Director G-Gift D Common Shares 73,371 0.00 239,406 D
2025-05-23 Slotkin Bryan Director A-Award A Common Shares 3,413 0.00 28,972 D
2025-05-23 SCHUTTER EDWARD J Director A-Award A Common Shares 3,413 0.00 312,777 D
2025-05-23 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 3,413 0.00 1,075,338 D
2025-05-23 Gillin Leslie Director A-Award A Common Shares 3,413 0.00 14,710 D
2025-05-23 Custin Ann Director A-Award A Common Shares 3,413 0.00 20,074 D
2025-05-23 Chacon Quiros Juan Jose Director A-Award A Common Shares 3,413 0.00 214,148 D
2025-05-14 LEWIN NICHOLAS SHERIDAN Director A-Award A Stock Option (Right to buy) 36,027 36.46 1.31M 36,027 D
2025-05-14 Caldini Filippo Officer A-Award A Stock Option (Right to buy) 12,009 36.46 437.8K 12,009 D
2025-03-31 Slotkin Bryan Director A-Award A Common Shares 398 40.81 16.2K 25,559 D
2025-03-31 SCHUTTER EDWARD J Director A-Award A Common Shares 459 40.81 18.7K 309,364 D
2025-03-31 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 612 40.81 25.0K 1,071,925 D
2025-03-31 Gillin Leslie Director A-Award A Common Shares 413 40.81 16.9K 11,297 D
2025-03-31 Custin Ann Director A-Award A Common Shares 474 40.81 19.3K 16,661 D
2025-03-24 JW Asset Management, LLC 10% Owner S-Sale D Right to Buy 100 45.00 4.5K 0 I
2025-03-13 Mansbach Samuel Ross Other A-Award A Stock Option (Right to buy) 13,998 34.82 487.4K 13,998 D
2025-03-13 Denhoy Raj Officer A-Award A Stock Option (Right to buy) 19,716 34.82 686.5K 19,716 D
2025-03-13 Caldini Filippo Officer A-Award A Stock Option (Right to buy) 30,333 34.82 1.06M 30,333 D
2025-03-06 Mansbach Samuel Ross Other F-InKind D Common Shares 728 42.08 30.6K 7,286 D
2025-03-06 Denhoy Raj Officer F-InKind D Common Shares 985 42.08 41.4K 12,148 D
2024-12-31 Slotkin Bryan Director A-Award A Common Shares 352 46.07 16.2K 25,161 D
2024-12-31 SCHUTTER EDWARD J Director A-Award A Common Shares 406 46.07 18.7K 308,905 D
2024-12-31 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 542 46.07 25.0K 1,071,313 D
2024-12-31 Gillin Leslie Director A-Award A Common Shares 366 46.07 16.9K 10,884 D
2024-12-31 Custin Ann Director A-Award A Common Shares 420 46.07 19.3K 16,187 D
2024-12-31 CONDON DENNIS E Director A-Award A Common Shares 298 46.07 13.7K 9,385 D
2024-12-04 JW Asset Management, LLC 10% Owner S-Sale D Common Shares 100,000 45.15 4.52M 3,092,485 I
2024-09-30 Slotkin Bryan Director A-Award A Common Shares 375 43.27 16.2K 24,809 D
2024-09-30 SCHUTTER EDWARD J Director A-Award A Common Shares 433 43.27 18.7K 308,499 D
2024-09-30 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 577 43.27 25.0K 1,070,771 D
2024-09-30 Gillin Leslie Director A-Award A Common Shares 389 43.27 16.8K 10,518 D
2024-09-30 Custin Ann Director A-Award A Common Shares 447 43.27 19.3K 15,767 D
2024-09-30 CONDON DENNIS E Director A-Award A Common Shares 318 43.27 13.8K 9,087 D
2024-08-20 Caldini Filippo Officer A-Award A Stock Option (Right to buy) 17,910 44.06 789.1K 17,910
2024-07-11 Chacon Quiros Juan Jose Director / Officer S-Sale D Common Shares 3,641 45.04 164.0K 210,735
2024-07-09 Chacon Quiros Juan Jose Director / Officer S-Sale D Common Shares 654 45.00 29.4K 214,376
2024-07-08 Chacon Quiros Juan Jose Director / Officer S-Sale D Common Shares 3,866 45.01 174.0K 215,030
2024-07-01 Chacon Quiros Juan Jose Director / Officer S-Sale D Common Shares 6,839 45.30 309.8K 218,896
2024-06-30 Slotkin Bryan Director A-Award A Common Shares 357 45.44 16.2K 24,434
2024-06-30 SCHUTTER EDWARD J Director A-Award A Common Shares 412 45.44 18.7K 308,066
2024-06-30 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 550 45.44 25.0K 1,070,194
2024-06-30 Gillin Leslie Director A-Award A Common Shares 359 45.44 16.3K 10,129
2024-06-30 Custin Ann Director A-Award A Common Shares 426 45.44 19.4K 15,320
2024-06-30 CONDON DENNIS E Director A-Award A Common Shares 314 45.44 14.3K 8,769
2024-05-24 Slotkin Bryan Director A-Award A Common Shares 2,334 0.00 24,077
2024-05-24 SCHUTTER EDWARD J Director A-Award A Common Shares 2,334 0.00 307,654
2024-05-24 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 2,334 0.00 1,069,644
2024-05-24 Gillin Leslie Director A-Award A Common Shares 2,334 0.00 9,770
2024-05-24 Custin Ann Director A-Award A Common Shares 2,334 0.00 14,894
2024-05-24 CONDON DENNIS E Director A-Award A Common Shares 2,334 0.00 8,455
2024-04-10 Denhoy Raj Officer F-InKind D Common Shares 314 53.19 16.7K 13,133
2024-03-31 Slotkin Bryan Director A-Award A Common Shares 319 50.90 16.2K 21,743
2024-03-31 SCHUTTER EDWARD J Director A-Award A Common Shares 368 50.90 18.7K 305,320
2024-03-31 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 491 50.90 25.0K 1,067,310
2024-03-31 Gillin Leslie Director A-Award A Common Shares 306 50.90 15.6K 7,436
2024-03-31 Custin Ann Director A-Award A Common Shares 380 50.90 19.3K 12,560
2024-03-31 CONDON DENNIS E Director A-Award A Common Shares 294 50.90 15.0K 6,121
2024-03-06 Mansbach Samuel Ross Officer A-Award A Common Shares 5,406 0.00 8,014
2024-03-06 Denhoy Raj Officer F-InKind D Common Shares 309 49.25 15.2K 7,803
2024-03-06 Chacon Quiros Juan Jose Director / Officer A-Award A Common Shares 13,519 0.00 225,735
2024-01-07 Slotkin Bryan Director A-Award A Common Shares 296 26.91 8.0K 21,424
2024-01-07 SCHUTTER EDWARD J Director A-Award A Common Shares 342 26.91 9.2K 304,952
2023-12-31 Slotkin Bryan Director A-Award A Common Shares 627 25.89 16.2K 21,128
2023-12-31 SCHUTTER EDWARD J Director A-Award A Common Shares 724 25.89 18.7K 304,610
2023-12-31 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 1,931 25.89 50.0K 1,066,819
2023-12-31 Gillin Leslie Director A-Award A Common Shares 1,207 25.89 31.2K 7,130
2023-12-31 Custin Ann Director A-Award A Common Shares 1,496 25.89 38.7K 12,180
2023-12-31 CONDON DENNIS E Director A-Award A Common Shares 1,158 25.89 30.0K 5,827
2023-12-14 LEWIN NICHOLAS SHERIDAN Director P-Purchase A Common Shares 1,769 27.05 47.8K 1,064,888
2023-11-20 LEWIN NICHOLAS SHERIDAN Director P-Purchase A Common Shares 5,000 22.00 110.0K 14,190
2023-11-17 Denhoy Raj Officer P-Purchase A Common Shares 2,250 22.21 50.0K 8,112
2023-11-13 LEWIN NICHOLAS SHERIDAN Director M-Exempt A Common Shares 250,000 18.00 4.50M 1,062,888
2023-09-30 Slotkin Bryan Director A-Award A Common Shares 331 49.07 16.2K 20,501
2023-09-30 SCHUTTER EDWARD J Director A-Award A Common Shares 382 49.07 18.7K 303,886
2023-08-15 LEWIN NICHOLAS SHERIDAN Director P-Purchase A Common Shares 400 56.13 22.5K 9,190
2023-06-30 Slotkin Bryan Director A-Award A Common Shares 236 68.61 16.2K 20,170
2023-06-30 SCHUTTER EDWARD J Director A-Award A Common Shares 273 68.61 18.7K 303,504
2023-05-28 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 27,756 0.00 812,888
2023-05-24 Slotkin Bryan Director A-Award A Common Shares 2,324 0.00 19,934
2023-05-24 SCHUTTER EDWARD J Director A-Award A Common Shares 2,324 0.00 303,231
2023-05-24 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 2,324 0.00 785,132
2023-05-24 Gillin Leslie Director A-Award A Common Shares 2,324 0.00 5,923
2023-05-24 Custin Ann Director A-Award A Common Shares 2,324 0.00 10,684
2023-05-24 CONDON DENNIS E Director A-Award A Common Shares 2,324 0.00 4,669
2023-04-10 Denhoy Raj Officer F-InKind D Common Shares 332 70.52 23.4K 5,862
2023-03-15 Gillin Leslie Director S-Sale D Common Shares 3,759 67.62 254.2K 3,599
2023-03-08 Chacon Quiros Juan Jose Director / Officer A-Award A Stock Option (Right to buy) 18,207 70.91 1.29M 18,207
2023-03-06 Rodio Paul D. Officer A-Award A Stock Option (Right to buy) 7,323 74.47 545.3K 7,323
2023-03-06 Mansbach Samuel Ross A-Award A Stock Option (Right to buy) 6,933 74.47 516.3K 6,933
2023-03-06 Denhoy Raj Officer A-Award A Common Shares 2,986 0.00 6,194
2022-12-12 LEWIN NICHOLAS SHERIDAN Director A-Award A Stock Option (Right to buy) 7,829 0.00 7,829
2022-12-01 Rodio Paul D. Officer A-Award A Stock Option (Right to buy) 50,000 0.00 50,000
2022-09-10 LEWIN NICHOLAS SHERIDAN Director J-Other D Stock Option (Right to buy) 36,780 4.11 151.2K 0
2022-08-29 Mansbach Samuel Ross Director A-Award A Stock Option (Right to buy) 34,796 0.00 34,796
2022-06-17 Slotkin Bryan Director A-Award A Common Shares 2,345 0.00 17,610
2022-06-17 SCHUTTER EDWARD J Director A-Award A Common Shares 2,345 0.00 300,907
2022-06-17 LEWIN NICHOLAS SHERIDAN Director A-Award A Common Shares 2,345 0.00 782,808
2022-06-17 Gillin Leslie Director A-Award A Common Shares 2,345 0.00 7,358
2022-06-17 Custin Ann Director A-Award A Common Shares 2,345 0.00 8,360
2022-06-17 CONDON DENNIS E Director A-Award A Common Shares 2,345 0.00 2,345
2022-06-17 COLLERAN LISA N Director A-Award A Common Shares 2,345 0.00 45,276
2022-05-13 Wild Jason G. Director P-Purchase A Common Shares 5,000 54.83 274.2K 3,192,485
2022-05-13 JW Asset Management, LLC 10% Owner P-Purchase A Common Shares 5,000 54.83 274.2K 3,192,485
2022-05-09 Wild Jason G. Director P-Purchase A Common Shares 10,000 57.52 575.2K 3,187,485
2022-05-09 JW Asset Management, LLC 10% Owner P-Purchase A Common Shares 10,000 57.52 575.2K 3,187,485
2022-04-13 Wild Jason G. Director P-Purchase A Common Shares 35,000 70.01 2.45M 3,177,485
2022-04-13 JW Asset Management, LLC 10% Owner P-Purchase A Common Shares 35,000 70.01 2.45M 3,177,485
2022-04-10 Denhoy Raj Officer A-Award A Stock Option (Right to buy) 8,439 0.00 8,439
2022-04-10 Dastidar Pratip Officer A-Award A Stock Option (Right to buy) 6,155 0.00 6,155
2022-04-10 Chacon Quiros Juan Jose Officer A-Award A Stock Option (Right to buy) 27,524 0.00 27,524
2022-03-22 CONDON DENNIS E Director M-Exempt A Common Shares 9,000 10.19 91.7K 9,000
2022-03-14 Wild Jason G. Director P-Purchase A Common Shares 10,000 52.63 526.3K 3,142,485
2022-03-14 JW Asset Management, LLC 10% Owner P-Purchase A Common Shares 10,000 52.63 526.3K 3,142,485
2022-03-02 Wild Jason G. Director P-Purchase A Common Shares 5,000 59.45 297.3K 3,132,485
2022-03-02 JW Asset Management, LLC 10% Owner P-Purchase A Common Shares 5,000 59.45 297.3K 3,132,485
2022-02-28 JW Asset Management, LLC 10% Owner P-Purchase A Common Stock 10,000 59.42 594.2K 3,127,485
2022-01-28 Slotkin Bryan Director A-Award A Common Shares 6,015 0.00 15,265
2022-01-28 Gillin Leslie Director A-Award A Common Shares 5,013 0.00 5,013
2022-01-28 Custin Ann Director A-Award A Common Shares 6,015 0.00 6,015
2021-12-14 Dastidar Pratip Officer D Stock Option (Right to buy) 11,000 31.50 346.5K 0
2021-12-08 Slotkin Bryan Director A-Award A Stock Option (Right to buy) 12,000 69.05 828.6K 12,000
2021-12-08 Gillin Leslie Director A-Award A Stock Option (Right to buy) 12,000 69.05 828.6K 12,000
2021-12-08 Custin Ann Director A-Award A Stock Option (Right to buy) 12,000 69.05 828.6K 12,000
2021-11-24 SCHUTTER EDWARD J Director P-Purchase A Common Shares 30,000 67.00 2.01M 298,562
2021-11-23 SCHUTTER EDWARD J Director P-Purchase A Common Shares 2,467 62.50 154.2K 268,562
2021-11-18 SCHUTTER EDWARD J Director P-Purchase A Common Shares 100 71.87 7.2K 266,095
2021-11-17 SCHUTTER EDWARD J Director P-Purchase A Common Shares 2,560 69.00 176.6K 236,095
2021-09-10 CONDON DENNIS E Director S-Sale D Common Shares 50 71.92 3.6K 8,950
2021-08-05 Gersh Lisa Director M-Exempt A Common Shares 8,000 23.05 184.4K 18,000
2021-07-31 Denhoy Raj Officer D Stock Option (Right to buy) 100,000 69.03 6.90M 0
2021-07-13 Slotkin Bryan Director A-Award A Stock Option (Right to buy) 12,000 79.67 956.0K 12,000
2021-07-13 Custin Ann Director A-Award A Stock Option (Right to buy) 12,000 79.67 956.0K 12,000
2021-06-09 CONDON DENNIS E Director M-Exempt A Common Shares 9,000 10.19 91.7K 9,000
2021-05-25 SCHUTTER EDWARD J Director A-Award A Stock Option (Right to buy) 10,000 78.11 781.1K 10,000
2021-05-25 LEWIN NICHOLAS SHERIDAN Director A-Award A Stock Option (Right to buy) 10,000 78.11 781.1K 10,000
2021-05-25 Gersh Lisa Director A-Award A Stock Option (Right to buy) 10,000 78.11 781.1K 10,000
2021-05-25 CONDON DENNIS E Director A-Award A Stock Option (Right to buy) 10,000 78.11 781.1K 10,000
2021-05-25 COLLERAN LISA N Director A-Award A Stock Option (Right to buy) 10,000 78.11 781.1K 10,000
2021-05-24 Dastidar Pratip Officer A-Award A Stock Option (Right to buy) 50,000 77.11 3.86M 50,000
2021-05-21 Gaeta Renee Officer M-Exempt D Stock Option (Right to buy) 2,840 10.19 28.9K 137,120
2021-05-21 De Mezerville Roberto Officer S-Sale D Common Shares 1,136 74.73 84.9K 110,774
2021-05-20 Gaeta Renee Officer M-Exempt D Stock Option (Right to buy) 6,260 10.19 63.8K 139,960
2021-05-20 De Mezerville Roberto Officer S-Sale D Common Shares 9,490 74.40 706.1K 111,910
2021-05-19 Gaeta Renee Officer M-Exempt A Common Shares 800 10.19 8.2K 800
2021-05-19 De Mezerville Roberto Officer S-Sale D Common Shares 1,400 74.32 104.1K 121,400
2021-05-18 Gaeta Renee Officer S-Sale D Common Shares 100 74.00 7.4K 0
2021-05-18 De Mezerville Roberto Officer S-Sale D Common Shares 44 74.00 3.3K 122,800
2021-05-17 Dastidar Pratip Officer D Common Shares 0 0.00 4,471
2021-03-17 LEWIN NICHOLAS SHERIDAN Director P-Purchase A Common Shares 350 59.97 21.0K 350
2021-02-12 LEWIN NICHOLAS SHERIDAN Director A-Award A Stock Option (Right to buy) 20,000 69.49 1.39M 20,000
2021-02-12 Gaeta Renee Officer A-Award A Stock Option (Right to buy) 12,401 69.49 861.7K 12,401
2021-02-12 De Mezerville Roberto Officer A-Award A Stock Option (Right to buy) 18,060 69.49 1.25M 18,060
2021-02-12 Dada Santos Salvador Officer A-Award A Stock Option (Right to buy) 20,331 69.49 1.41M 20,331

Executive team

Top executives
EBIT / Employee
-31.7K
Shares Outstanding
29.38M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Filippo "Peter" Caldini Chief Executive Officer 528.8K 850.0K 851.5K 622.8K 29.0K 2.88M 59.04%
2 2025 Juan José Chacón Quirós Former Chief Executive Officer 218.9K 1.44M 1.65M 0.00%
3 2025 Rajbir S. Denhoy Former Chief Financial Officer 370.0K 390.0K 390.8K 200.9K 74.6K 1.43M 54.74%
4 2025 S. Ross Mansbach General Counsel and Chief Compliance Officer 352.0K 276.9K 277.4K 190.2K 53.3K 1.15M 48.21%
5 2024 Juan José Chacón Quirós Former Chief Executive Officer 733.6K 665.8K 663.0K 487.5K 51.3K 2.60M 51.08%
6 2024 Filippo "Peter" Caldini Chief Executive Officer 152.0K 400.0K 598.7K 60.4K 16.4K 1.23M 81.36%
7 2024 Filippo "Peter" Caldini Interim Chief Executive Officer, former President 152.0K 400.0K 598.7K 60.4K 16.4K 1.23M 81.36%
8 2024 Rajbir S. Denhoy Former Chief Financial Officer 369.4K 278.0K 276.8K 135.0K 61.2K 1.12M 49.51%
9 2024 Rajbir S. Denhoy Chief Financial Officer 369.4K 278.0K 276.8K 135.0K 61.2K 1.12M 49.51%
10 2024 S. Ross Mansbach General Counsel and Chief Compliance Officer 358.8K 266.2K 265.1K 127.8K 42.2K 1.06M 50.12%
11 2023 Juan José Chacón Quirós Former Chief Executive Officer 668.0K 532.7K 797.3K 375.0K 49.4K 2.42M 54.90%
12 2023 Rajbir S. Denhoy Former Chief Financial Officer 364.6K 222.4K 332.5K 93.8K 74.9K 1.09M 51.00%
13 2023 Rajbir S. Denhoy Chief Financial Officer 364.6K 222.4K 332.5K 93.8K 74.9K 1.09M 51.00%
14 2023 S. Ross Mansbach General Counsel, Chief Compliance Officer and Chief Human Resources Officer 352.9K 213.0K 318.5K 106.5K 50.3K 1.04M 51.04%
15 2023 S. Ross Mansbach General Counsel and Chief Compliance Officer 352.9K 213.0K 318.5K 106.5K 50.3K 1.04M 51.04%
16 2023 Paul D. Rodio Former Chief Operating Officer 375.0K 443.6K 818.6K 0.00%
17 2022 Juan José Chacón Quirós Former Chief Executive Officer 487.7K 664.8K 999.0K 376.3K 49.4K 2.58M 64.56%
18 2022 Juan José Chacón Quirós Chief Executive Officer 487.7K 664.8K 999.0K 376.3K 49.4K 2.58M 64.56%
19 2022 Paul D. Rodio Chief Operating Officer 31.3K 2.04M 4.1K 2.07M 98.30%
20 2022 Paul D. Rodio Former Chief Operating Officer 31.3K 2.04M 4.1K 2.07M 98.30%
21 2022 S. Ross Mansbach General Counsel, Chief Compliance Officer and Chief Human Resources Officer 127.4K 1.29M 59.6K 14.1K 1.49M 86.53%
22 2022 S. Ross Mansbach General Counsel & Chief Compliance Officer 127.4K 1.29M 59.6K 14.1K 1.49M 86.53%
23 2022 S. Ross Mansbach General Counsel and Chief Compliance Officer 127.4K 1.29M 59.6K 14.1K 1.49M 86.53%
24 2022 Pratip Dastidar Former Head of Global Operations 223.6K 148.7K 223.4K 484.8K 1.08M 34.44%
25 2022 Rajbir S. Denhoy Chief Financial Officer 337.5K 203.8K 306.3K 166.0K 66.8K 1.08M 47.21%
26 2021 Rajbir S. Denhoy Chief Financial Officer 253.5K 3.87M 127.4K 17.5K 4.27M 90.67%
27 2021 Pratip Dastidar Former Head of Global Operations 212.2K 2.17M 106.2K 2.49M 87.19%
28 2021 Pratip Dastidar Head of Global Operations 212.2K 2.17M 106.2K 2.49M 87.19%
29 2021 Juan José Chacón Quirós Chief Executive Officer 435.0K 1.44M 362.3K 44.1K 2.28M 63.15%
30 2020 Juan José Chacón Quirós Chief Executive Officer 337.2K 218.9K 42.0K 598.2K 0.00%
31 2020 Renee M. Gaeta Chief Financial Officer 299.7K 137.6K 43.1K 480.4K 0.00%
32 2020 Salvador Dada Santos Chief Operating Officer 293.8K 137.6K 37.2K 468.6K 0.00%
33 2019 Juan José Chacón Quirós Chief Executive Officer 367.0K 180.0K 42.0K 589.0K 0.00%
34 2019 Renee M. Gaeta Chief Financial Officer 315.0K 100.9K 45.3K 461.2K 0.00%
35 2019 Salvador Dada Santos Chief Operating Officer 306.0K 98.7K 37.2K 441.9K 0.00%
36 2018 Juan Jose Chacon Quiros Chief Executive Officer 344.0K 111.6K 27.9K 483.5K 0.00%
37 2018 Juan José Chacón Quirós Chief Executive Officer 344.0K 111.6K 27.9K 483.5K 0.00%
38 2018 Eddie De Oliveira Vice President of Sales, Brazil 179.2K 156.8K 93.4K 429.3K 0.00%
39 2018 Renee M. Gaeta Chief Financial Officer 286.9K 42.5K 44.8K 374.2K 0.00%
40 2018 Salvador Dada Santos Chief Operating Officer 254.5K 63.0K 28.2K 345.7K 0.00%
41 2017 Eddie De Oliveira Vice President of Sales, Brazil 212.6K 82.8K 74.2K 369.6K 0.00%
42 2017 Juan Jose Chacon Quiros Chief Executive Officer 295.8K 27.7K 323.5K 0.00%
43 2017 Renee M. Gaeta Chief Financial Officer 135.0K 22.4K 157.4K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-24 DEFA14A
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2025-05-21 DEFA14A
2025-05-07 DEFA14A
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
2026-05-04 4
2026-04-30 8-K
2026-04-27 4
2026-04-24 DEFA14A
2026-04-16 4
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2026-04-08 4/A
2026-04-02 4

Executive team

NameTitleCompensationGender
Juan Jose Chacon Quiros Founder & Executive Director 2M male
Fillipo Peter Caldini Chief Executive Officer & Director 1M male
Rajbir Singh Denhoy Senior Vice President of Global Strategy 645.5K male
S. Ross Mansbach General Counsel, Chief Compliance Officer & Chief Human Resources Officer 595.6K male
Jeff Ehrhard Senior Vice President & GM of North America male
Ivan Bilic Senior Vice President of Commercial Operations - OUS male
Roberto de Mezerville Chief Technology Officer male
Cassandra E. Harris Senior VP & CFO female
ESG Rating
B
MEDICAL - DEVICES
2026
E (Environmental)
62.4 / 62.5
Company / Sector avg.
S (Social)
72.6 / 68.9
Company / Sector avg.
G (Governance)
53.8 / 64.8
Company / Sector avg.
ESG Total
62.9 / 65.4
Company / Sector avg.
ESG Score History MEDICAL - DEVICES
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)
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Dividend history

Earnings history

Earnings reports

Stock splits