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EverQuote, Inc. (EVER)

USD25.31 -0.18 (-0.69%)
US NASDAQ Communication Services Internet Content & Information
Address 210 Broadway 2139
Cambridge, MA, US
CEO Jayme Mendal
IPO 2018-06-28
CIK 1640428 ISIN US30041R1086

Explore sections of this company profile

Description

EverQuote, Inc. operates an online digital platform designed for insurance shoppers across the United States. Through its marketplace, individuals can compare and acquire policies for various needs, including automotive, home, renters, life, and health insurance. The company also provides services to a network of insurance carriers, agents, and other third-party distributors. Established in 2008, EverQuote, Inc. was originally known as AdHarmonics, Inc., before adopting its current name in November 2014. The firm's headquarters are located in Cambridge, Massachusetts.

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
USD25.31 -0.18 (-0.69%)
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Volume Profile
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Liquidity & share structure
Average Volume
898.9K
Beta
0.64
Float Shares
28.20M
Free Float %
79.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.66% -4.45% +30.88% +36.30% -23.15% -26.85% -18.05% +180.14% -35.81% +9.60% +9.60%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (13 ratings, all time) Buy
Price Targets & DCF
Current price
25.31
Low 18.00 -28.9%
Consensus 22.75 -10.1%
Median 22.50 -11.1%
High 28.00 +10.7%
DCF (Levered) 35.56 +40.5%

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) 75% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 3 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 4
22.75
-10.1%
Last Year 4
22.75
-10.1%
All Time 19
25.13
-0.7%
Quality scores
Altman Z-Score
8.60
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Internet Content & Information: +9.7%
    +38.5% Q1'26: +14.5% (vs Q1'25)
  • EPS growth Internet Content & Information: +26.9%
    +198.9% Q1'26: +142.9% (vs Q1'25)
  • FCF margin FCF growth · Internet Content & Information: +23.2%
    +14.1% Q1'26: +14.7% (vs Q1'25)
  • EBIT margin Internet Content & Information: +12.7%
    +8.9% Q1'26: +12.3% (vs Q1'25)
  • ROIC Internet Content & Information: +7.3%
    +42.6% Q1'26: +33.6% (vs Q1'25)
  • Share dilution Internet Content & Information: +0.3%
    +3.0% Q1'26: -1.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Internet Content & Information: -1.09×
    0.04× Q1'26: 0.02× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.55) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 25.31
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
7 Rev. Ana.
5 EPS Ana.
Dec 2027
7 Rev. Ana.
5 EPS Ana.
Dec 2028
3 Rev. Ana.
3 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
163.35M
est: 161.64M (+1.1%)
248.81M
est: 243.15M (+2.3%)
346.94M
est: 341.56M (+1.6%)
418.52M
est: 413.37M (+1.2%)
404.13M
est: 406.10M (-0.5%)
287.92M
est: 318.92M (-9.7%)
500.19M
est: 486.57M (+2.8%)
692.52M
est: 674.04M (+2.7%)
795.84M
777.75M – 815.50M
+18.1% YoY
883.07M
867.79M – 929.56M
+11.0% YoY
977.67M
977.59M – 977.74M
+10.7% YoY
999.10M
979.50M – 1.04B
+2.2% YoY
1.05B
1.03B – 1.09B
+4.8% YoY
EBITDA
-12.57M
est: -3.72M (-237.6%)
-4.64M
est: -5.22M (+11.3%)
-6.07M
est: -6.28M (+3.3%)
-15.79M
est: -16.94M (+6.8%)
-23.08M
est: -9.35M (-146.7%)
-22.36M
est: -184.4K (-12,028.5%)
37.42M
est: -281.3K (+13,404.4%)
65.63M
est: -389.7K (+16,944.0%)
-460.1K
-471.4K – -449.6K
-18.1% YoY
-510.5K
-537.4K – -501.7K
-11.0% YoY
-565.2K
-565.2K – -565.1K
-10.7% YoY
-577.6K
-599.3K – -566.2K
-2.2% YoY
-605.6K
-628.3K – -593.7K
-4.8% YoY
EBIT
-13.91M
est: -5.96M (-133.5%)
-6.82M
est: -9.71M (+29.7%)
-9.42M
est: -9.77M (+3.5%)
-20.86M
est: -22.31M (+6.5%)
-28.92M
est: -14.97M (-93.2%)
-28.56M
est: -4.33M (-559.9%)
31.75M
est: -6.60M (+580.9%)
61.82M
est: -9.15M (+776.0%)
-10.80M
-11.07M – -10.55M
-18.1% YoY
-11.98M
-12.61M – -11.77M
-11.0% YoY
-13.27M
-13.27M – -13.26M
-10.7% YoY
-13.56M
-14.07M – -13.29M
-2.2% YoY
-14.21M
-14.75M – -13.93M
-4.8% YoY
Net Income
-13.79M
est: -92.04M (+85.0%)
-7.12M
est: -8.36M (+14.9%)
-11.20M
est: -9.36M (-19.6%)
-19.43M
est: -20.13M (+3.5%)
-24.42M
est: -28.04M (+12.9%)
-51.29M
est: -30.44M (-68.5%)
32.17M
est: 26.95M (+19.4%)
99.31M
est: 56.08M (+77.1%)
77.94M
72.13M – 87.26M
+39.0% YoY
92.82M
80.91M – 105.57M
+19.1% YoY
107.91M
95.91M – 119.63M
+16.3% YoY
106.46M
103.75M – 111.67M
-1.3% YoY
113.83M
110.92M – 119.39M
+6.9% YoY
SGA
151.41M
est: 144.89M (+4.5%)
219.52M
est: 217.96M (+0.7%)
305.32M
est: 264.32M (+15.5%)
379.69M
est: 403.77M (-6.0%)
377.36M
est: 364.03M (+3.7%)
266.43M
est: 282.72M (-5.8%)
417.96M
est: 431.33M (-3.1%)
575.07M
est: 597.52M (-3.8%)
705.49M
689.45M – 722.92M
+18.1% YoY
782.82M
769.28M – 824.03M
+11.0% YoY
866.68M
866.61M – 866.74M
+10.7% YoY
885.68M
868.31M – 918.98M
+2.2% YoY
928.58M
910.37M – 963.50M
+4.8% YoY
EPS
-0.81
est: -2.51 (+67.8%)
-0.28
est: -0.31 (+9.3%)
-0.41
est: -0.42 (+2.1%)
-0.67
est: -0.69 (+2.9%)
-0.77
est: -0.77 (-0.7%)
-1.54
est: -0.80 (-93.3%)
0.92
est: 0.74 (+23.6%)
2.75
est: 1.47 (+87.7%)
2.08
1.91 – 2.31
+41.6% YoY
2.42
2.14 – 2.80
+16.6% YoY
2.79
2.54 – 3.17
+15.3% YoY
2.82
2.75 – 2.96
+1.1% YoY
3.02
2.94 – 3.16
+6.9% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 Needham Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A 4/5 4/5 5/5 5/5 4/5 3/5 2/5
2026-05-08 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-05-07 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-05-06 A- 4/5 4/5 5/5 5/5 1/5 4/5 2/5
2026-05-05 A 4/5 4/5 5/5 5/5 1/5 4/5 3/5
2026-05-04 B 3/5 5/5 1/5 5/5 1/5 4/5 1/5
2026-05-01 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-30 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-29 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-28 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-27 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-24 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-23 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-04-22 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-04-21 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-04-20 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-04-17 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-04-16 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-04-15 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
96.85M
OE per share TTM
2.56
Owner's Yield
13.64%
Maintenance CapEx ratio
0.32%
Maint CapEx / Avg PPE
2.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
43
Total invested
26.93M
Insider transactions (90d)
0
Beneficial owners (>5%)
31
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 David B. Blundin 10.23M 34.60% 886.9K 9.34M 886.9K 9.34M IN 2022-02-09
2 Link Ventures Investment Vehicle II, LLC 5.07M 17.20% 5.07M 5.07M CO 2022-02-09
3 Link Management LLC 2.73M 9.20% 2.73M 2.73M CO 2022-02-09
4 Link Ventures LLLP 2.73M 9.20% 2.73M 2.73M PN 2022-02-09
5 MANAGED ACCOUNT ADVISORS LLC000000000 2.01M 7.80% 1.91M 100.3K IA Delaware 2023-02-07
6 Divisadero Street Capital Management, LP 1.87M 11.00% 1.87M 1.87M IA, PN Delaware 2023-05-05
7 Divisadero Street Partners GP, LLC 1.87M 11.00% 1.87M 1.87M HC, OO Delaware 2023-05-05
8 Divisadero Street Partners, L.P. 1.87M 11.00% 1.87M 1.87M PN Delaware 2023-05-05
9 William Zolezzi 1.87M 11.00% 1.87M 1.87M HC, IN U.S.A 2023-05-05
10 (1) BlackRock, Inc. 1.69M 7.30% 1.63M 1.69M HC Delaware 2022-02-04
11 Baillie Gifford & Co (Scottish partnership) 1.40M 11.00% 30.0K IA SCOTLAND UK 2022-01-20
12 David Rosen 1.28M 5.52% 1.28M IN United States of America 2022-02-14
13 LP 1.28M 5.52% 1.28M IA, PN State of Delaware 2022-02-14
14 Tomas Revesz 1.17M 5.60% 1.17M 1.17M IN 2021-02-09
15 Financial, Inc. 1.10M 5.38% 1.10M 1.10M HC 2021-02-12
16 Management Investment Advisers, LLC 1.10M 5.38% 1.10M 1.10M IA 2021-02-12
17 13-3127734 875.1K 4.30% 875.1K 875.1K HC Delaware 2021-02-10
18 26-0385758 875.1K 4.30% 875.1K 875.1K IA Delaware 2021-02-10
19 Tomas Revesz, Jr. 702.1K 2.40% 702.1K 702.1K IN 2022-02-09
20 Seth Birnbaum 494.9K 1.90% 494.9K 494.9K IN United States 2020-03-02
21 Cogo Fund 2020, LLC 454.9K 1.50% 454.9K 454.9K CO 2022-02-09
22 Cogo Labs, Inc. 454.9K 1.50% 454.9K 454.9K CO 2022-02-09
23 Link Equity Partners, LLC 454.9K 1.50% 454.9K 454.9K CO 2022-02-09
24 Estate of Seth Birnbaum 385.0K 1.30% 385.0K 385.0K OO 2022-02-09
25 Ararat Capital Management, LP 54.9K 0.40% 54.9K IA Delaware 2020-02-14
26 Narrow River Capital Partners Master Fund, L.P. 54.9K 0.40% 54.9K CO Delaware 2020-02-14
27 Raffi Tokatlian 54.9K 0.40% 54.9K IN Delaware 2020-02-14
28 LV2 EQ SPV Manager, LLC 4.1K 0.00% 4.1K 4.1K CO United States 2020-03-02
29 52-0556948 911.00 0.00% 911.00 911.00 IA Maryland 2021-02-16
30 MSF International Ltd.) 0.00% OO 2020-02-13
31 No. of Above Person 0.00% HC Delaware 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
43
-203 vs prev Q
New positions
6
Closed positions
204
Increased
24
Reduced
13
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. 3.31M -46.6K (-1.4%) 89.30M +12.6M (+16.4%) 9.13% -0.101 pp 0.00% +0.000 pp USD20.92 +29.1% 6 qtrs
2 VANGUARD GROUP INC 2.22M +20.2K (+0.9%) 59.98M +9.6M (+19.1%) 6.13% +0.074 pp 0.00% +0.000 pp USD21.05 +28.3% 31 qtrs
3 LAZARD ASSET MANAGEMENT LLC 901.2K +405.2K (+81.7%) 24.33M +13.0M (+114.5%) 2.49% +1.123 pp 0.04% +0.026 pp USD25.06 +7.7% 7 qtrs
4 BALYASNY ASSET MANAGEMENT L.P. 875.7K +188.3K (+27.4%) 23.64M +7.9M (+50.4%) 2.42% +0.526 pp 0.03% +0.010 pp USD20.30 +33.0% 20 qtrs
5 AMERIPRISE FINANCIAL INC 856.4K +681.1K (+388.3%) 23.09M +19.1M (+475.8%) 2.36% +1.882 pp 0.01% +0.004 pp USD26.30 +2.7% 3 qtrs
6 ACADIAN ASSET MANAGEMENT LLC 836.9K -107.0K (-11.3%) 22.59M +1.0M (+4.7%) 2.31% -0.288 pp 0.04% -0.001 pp USD19.62 +37.6% 11 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 741.5K +16.3K (+2.3%) 20.02M +3.4M (+20.7%) 2.05% +0.051 pp 0.00% +0.000 pp USD20.54 +31.5% 29 qtrs
8 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 730.6K +2.6K (+0.4%) 19.73M +3.1M (+18.5%) 2.02% +0.013 pp 0.01% +0.001 pp USD19.85 +36.0% 13 qtrs
9 RENAISSANCE TECHNOLOGIES LLC 730.1K +76.1K (+11.6%) 19.71M +4.8M (+31.8%) 2.02% +0.216 pp 0.03% +0.011 pp USD23.31 +15.8% 27 qtrs
10 EMERALD ADVISERS, LLC 720.7K +31.4K (+4.6%) 19.46M +3.7M (+23.4%) 1.99% +0.093 pp 0.60% +0.094 pp USD25.41 +6.3% 7 qtrs
11 MILLENNIUM MANAGEMENT LLC 717.1K +49.2K (+7.4%) 19.36M +4.1M (+26.8%) 1.98% +0.142 pp 0.01% +0.002 pp USD19.20 +40.6% 12 qtrs
12 QUBE RESEARCH & TECHNOLOGIES LTD 646.8K -90.0K (-12.2%) 17.46M +611.8K (+3.6%) 1.79% -0.243 pp 0.02% +0.000 pp USD21.54 +25.3% 11 qtrs
13 STATE STREET CORP 599.9K +19.5K (+3.4%) 16.20M +2.9M (+22.0%) 1.66% +0.059 pp 0.00% +0.000 pp USD25.81 +4.6% 27 qtrs
14 NUVEEN, LLC 598.6K -5.3K (-0.9%) 16.16M +2.4M (+17.0%) 1.65% -0.010 pp 0.00% +0.001 pp USD26.02 +3.8% 4 qtrs
15 AQR CAPITAL MANAGEMENT LLC 590.0K -172.4K (-22.6%) 15.93M -1.5M (-8.6%) 1.63% -0.470 pp 0.01% -0.003 pp USD21.61 +24.9% 18 qtrs
16 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 616.7K +141.0K (+29.6%) 15.68M +5.1M (+48.7%) 1.70% +0.393 pp 0.03% +0.009 pp USD25.22 +7.1% 7 qtrs
17 DIMENSIONAL FUND ADVISORS LP 505.3K +39.8K (+8.5%) 13.64M +3.0M (+28.1%) 1.40% +0.114 pp 0.00% +0.001 pp USD18.17 +48.6% 20 qtrs
18 D. E. SHAW & CO., INC. 439.2K +7.2K (+1.7%) 11.86M +2.0M (+20.0%) 1.21% +0.023 pp 0.01% +0.001 pp USD22.49 +20.1% 28 qtrs
19 EMERALD MUTUAL FUND ADVISERS TRUST 411.6K -5.1K (-1.2%) 11.11M +1.6M (+16.6%) 1.14% -0.011 pp 0.54% +0.049 pp USD25.56 +5.6% 7 qtrs
20 HENNESSY ADVISORS INC 365.8K -23.8K (-6.1%) 9.88M +966.4K (+10.8%) 1.01% -0.063 pp 0.35% +0.042 pp USD24.18 +11.7% 3 qtrs
21 DEUTSCHE BANK AG\ 334.4K -564.2K (-62.8%) 9.03M -11.5M (-56.1%) 0.92% -1.550 pp 0.00% -0.004 pp USD22.69 +19.0% 28 qtrs
22 PRICE T ROWE ASSOCIATES INC /MD/ 308.1K +113.7K (+58.5%) 8.32M +3.9M (+87.1%) 0.85% +0.316 pp 0.00% +0.000 pp USD24.53 +10.1% 4 qtrs
23 RAYMOND JAMES FINANCIAL INC 300.8K +96.6K (+47.3%) 8.12M +3.5M (+73.9%) 0.83% +0.268 pp 0.00% +0.001 pp USD24.83 +8.7% 4 qtrs
24 ROYCE & ASSOCIATES LP 291.3K -16.7K (-5.4%) 7.87M +822.0K (+11.7%) 0.80% -0.044 pp 0.08% +0.010 pp USD9.13 +195.7% 15 qtrs
25 TORONADO PARTNERS, LLC 290.5K -296.9K (-50.5%) 7.84M -5.6M (-41.6%) 0.80% -0.815 pp 7.49% -1.411 pp USD17.15 +57.4% 9 qtrs
26 GOLDMAN SACHS GROUP INC 262.8K -173.6K (-39.8%) 7.10M -2.9M (-28.9%) 0.73% -0.476 pp 0.00% 0.000 pp USD22.13 +22.0% 31 qtrs
27 NORTHERN TRUST CORP 254.2K -6.1K (-2.4%) 6.86M +909.3K (+15.3%) 0.70% -0.015 pp 0.00% +0.000 pp USD27.61 -2.2% 30 qtrs
28 STATE OF WISCONSIN INVESTMENT BOARD 252.0K +15.1K (+6.4%) 6.80M +1.4M (+25.6%) 0.70% +0.044 pp 0.02% +0.003 pp USD21.16 +27.6% 8 qtrs
29 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 252.0K -36.5K (-12.7%) 6.80M +205.8K (+3.1%) 0.70% -0.098 pp 0.01% +0.000 pp USD11.13 +142.6% 13 qtrs
30 UBS GROUP AG 251.1K +16.4K (+7.0%) 6.78M +1.4M (+26.3%) 0.69% +0.047 pp 0.00% +0.000 pp USD20.32 +32.9% 31 qtrs
31 BOSTON PARTNERS 245.7K +22.9K (+10.3%) 6.63M +1.5M (+30.2%) 0.68% +0.065 pp 0.01% +0.002 pp USD21.44 +25.9% 5 qtrs
32 VESTGEN ADVISORS, LLC 245.5K -97.2K (-28.4%) 6.63M -1.2M (-15.4%) 0.68% -0.266 pp 0.28% +0.021 pp USD26.19 +3.1% 4 qtrs
33 SG AMERICAS SECURITIES, LLC 244.9K +224.5K (+1,100.6%) 6.61M +6.1M (+1,316.1%) 0.68% +0.620 pp 0.01% +0.007 pp USD26.50 +1.9% 7 qtrs
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 231.9K -20.0K (-7.9%) 6.26M +501.0K (+8.7%) 0.64% -0.053 pp 0.00% +0.000 pp USD22.49 +20.1% 27 qtrs
35 ESSEX INVESTMENT MANAGEMENT CO LLC 231.4K -4.4K (-1.8%) 6.25M +856.1K (+15.9%) 0.64% -0.010 pp 0.95% +0.127 pp USD21.99 +22.8% 7 qtrs
36 HILLSDALE INVESTMENT MANAGEMENT INC. 228.4K -3.4K (-1.5%) 6.17M +865.5K (+16.3%) 0.63% -0.008 pp 0.17% +0.010 pp USD21.27 +26.9% 7 qtrs
37 MORGAN STANLEY 227.7K -77.1K (-25.3%) 6.15M -823.1K (-11.8%) 0.63% -0.210 pp 0.00% 0.000 pp USD23.21 +16.3% 30 qtrs
38 BANK OF AMERICA CORP /DE/ 227.2K -128.5K (-36.1%) 6.14M -2.0M (-24.6%) 0.63% -0.352 pp 0.00% 0.000 pp USD24.70 +9.3% 30 qtrs
39 SQUAREPOINT OPS LLC 217.4K +7.6K (+3.6%) 5.87M +1.1M (+22.3%) 0.60% +0.023 pp 0.01% +0.001 pp USD21.70 +24.4% 8 qtrs
40 SEI INVESTMENTS CO 186.3K +49.0K (+35.7%) 5.03M +1.9M (+60.2%) 0.51% +0.136 pp 0.01% +0.002 pp USD19.69 +37.1% 16 qtrs
41 CSM ADVISORS, LLC 177.1K +177.1K (+100.0%) 4.78M +4.8M (+100.0%) 0.49% +0.489 pp 0.13% +0.130 pp USD27.00 +0.0% 1 qtrs NEW
42 TWO SIGMA INVESTMENTS, LP 169.3K +41.9K (+32.8%) 4.57M +1.7M (+56.8%) 0.47% +0.117 pp 0.01% +0.002 pp USD22.59 +19.5% 7 qtrs
43 FREESTONE GROVE PARTNERS LP 165.9K +165.9K (+100.0%) 4.48M +4.5M (+100.0%) 0.46% +0.458 pp 0.03% +0.032 pp USD27.00 +0.0% 1 qtrs NEW
44 LISANTI CAPITAL GROWTH, LLC 142.7K +142.7K (+100.0%) 3.85M +3.9M (+100.0%) 0.39% +0.394 pp 0.91% +0.913 pp USD27.00 +0.0% 1 qtrs NEW
45 JACOBS ASSET MANAGEMENT, LLC 134.5K -61.0K (-31.2%) 3.63M -840.5K (-18.8%) 0.37% -0.167 pp 2.02% -0.425 pp USD14.04 +92.3% 16 qtrs
46 FRANKLIN RESOURCES INC 128.6K +9.8K (+8.3%) 3.47M +755.8K (+27.8%) 0.36% +0.028 pp 0.00% +0.000 pp USD21.16 +27.6% 8 qtrs
47 PACER ADVISORS, INC. 118.2K -41.0K (-25.8%) 3.19M -450.1K (-12.4%) 0.33% -0.112 pp 0.01% -0.001 pp USD24.18 +11.7% 3 qtrs
48 ALLIANCEBERNSTEIN L.P. 109.4K -14.8K (-11.9%) 2.95M +114.6K (+4.0%) 0.30% -0.040 pp 0.00% +0.000 pp USD20.12 +34.2% 15 qtrs
49 AMERICAN CENTURY COMPANIES INC 99.6K -4.0K (-3.9%) 2.69M +319.9K (+13.5%) 0.28% -0.010 pp 0.00% +0.000 pp USD24.64 +9.6% 4 qtrs
50 BANK OF NEW YORK MELLON CORP 89.8K +12.2K (+15.8%) 2.43M +650.7K (+36.7%) 0.25% +0.034 pp 0.00% +0.000 pp USD22.01 +22.7% 27 qtrs
51 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 88.8K -42.5K (-32.4%) 2.40M -604.8K (-20.1%) 0.25% -0.116 pp 0.00% 0.000 pp USD20.16 +33.9% 8 qtrs
52 LEGATO CAPITAL MANAGEMENT LLC 86.7K +55.7K (+179.9%) 2.34M +1.6M (+230.5%) 0.24% +0.154 pp 0.20% +0.124 pp USD25.67 +5.2% 7 qtrs
53 S SQUARED TECHNOLOGY, LLC 76.0K +26.0K (+52.1%) 2.05M +909.8K (+79.6%) 0.21% +0.072 pp 0.80% +0.360 pp USD25.15 +7.4% 8 qtrs
54 MACKENZIE FINANCIAL CORP 76.7K -2.3K (-2.9%) 2.05M +240.9K (+13.3%) 0.21% -0.006 pp 0.00% +0.000 pp USD24.68 +9.4% 28 qtrs
55 ENVESTNET ASSET MANAGEMENT INC 70.5K +17.9K (+34.1%) 1.90M +701.6K (+58.4%) 0.19% +0.050 pp 0.00% +0.000 pp USD25.83 +4.5% 16 qtrs
56 BARCLAYS PLC 67.8K +16.8K (+33.0%) 1.83M +755.1K (+70.2%) 0.19% +0.047 pp 0.00% +0.000 pp USD22.61 +19.4% 28 qtrs
57 BROWN ADVISORY INC 67.0K -63.0 (-0.1%) 1.81M +275.5K (+17.9%) 0.19% +0.000 pp 0.00% +0.001 pp USD27.28 -1.0% 26 qtrs
58 Y-INTERCEPT (HONG KONG) LTD 66.8K -47.7K (-41.6%) 1.80M -813.9K (-31.1%) 0.18% -0.131 pp 0.04% -0.023 pp USD23.36 +15.6% 8 qtrs
59 ZACKS INVESTMENT MANAGEMENT 66.3K +782.0 (+1.2%) 1.79M +291.6K (+19.5%) 0.18% +0.003 pp 0.01% +0.002 pp USD21.97 +22.9% 7 qtrs
60 IEQ CAPITAL, LLC 66.0K -15.6K (-19.1%) 1.78M -84.4K (-4.5%) 0.18% -0.042 pp 0.01% 0.000 pp USD23.38 +15.5% 5 qtrs
61 RUSSELL INVESTMENTS GROUP, LTD. 65.7K -3.4K (-4.9%) 1.77M +177.4K (+11.1%) 0.18% -0.009 pp 0.00% +0.000 pp USD24.74 +9.1% 10 qtrs
62 TREXQUANT INVESTMENT LP 65.1K -88.8K (-57.7%) 1.76M -1.8M (-50.0%) 0.18% -0.244 pp 0.02% -0.021 pp USD20.99 +28.6% 7 qtrs
63 JACKSON CREEK INVESTMENT ADVISORS LLC 63.9K -2.4K (-3.6%) 1.72M +210.0K (+13.9%) 0.18% -0.006 pp 0.51% +0.071 pp USD25.94 +4.1% 4 qtrs
64 ENGINEERS GATE MANAGER LP 63.1K +12.3K (+24.2%) 1.70M +541.3K (+46.6%) 0.17% +0.034 pp 0.02% +0.007 pp USD24.48 +10.3% 7 qtrs
65 SWISS NATIONAL BANK 58.5K +4.8K (+8.9%) 1.58M +351.4K (+28.6%) 0.16% +0.014 pp 0.00% +0.000 pp USD21.48 +25.7% 7 qtrs
66 TEACHER RETIREMENT SYSTEM OF TEXAS 58.5K -10.9K (-15.7%) 1.58M -7.4K (-0.5%) 0.16% -0.030 pp 0.01% -0.001 pp USD21.00 +28.6% 7 qtrs
67 JPMORGAN CHASE & CO 58.3K +24.3K (+71.6%) 1.57M +796.9K (+102.6%) 0.16% +0.067 pp 0.00% +0.000 pp USD23.52 +14.8% 31 qtrs
68 CITADEL ADVISORS LLC 55.9K -7.2K (-11.4%) 1.51M +66.2K (+4.6%) 0.15% -0.019 pp 0.00% +0.000 pp USD21.23 +27.2% 24 qtrs
69 EXODUSPOINT CAPITAL MANAGEMENT, LP 54.6K +54.6K (+100.0%) 1.47M +1.5M (+100.0%) 0.15% +0.151 pp 0.01% +0.012 pp USD27.00 +0.0% 1 qtrs NEW
70 JUMP FINANCIAL, LLC 54.5K +29.2K (+115.3%) 1.47M +893.3K (+154.2%) 0.15% +0.081 pp 0.02% +0.011 pp USD24.72 +9.2% 11 qtrs
71 GREAT LAKES ADVISORS, LLC 54.2K -25.2K (-31.7%) 1.46M -352.3K (-19.4%) 0.15% -0.069 pp 0.01% -0.003 pp USD24.18 +11.7% 3 qtrs
72 LOS ANGELES CAPITAL MANAGEMENT LLC 69.5K -22.7K (-24.7%) 1.44M -674.3K (-32.0%) 0.19% -0.062 pp 0.00% -0.002 pp USD20.47 +31.9% 6 qtrs
73 ROYAL BANK OF CANADA 52.4K -292.0 (-0.6%) 1.42M +210.0K (+17.4%) 0.14% 0.000 pp 0.00% +0.000 pp USD25.74 +4.9% 30 qtrs
74 GOTHAM ASSET MANAGEMENT, LLC 51.8K -15.2K (-22.6%) 1.40M -132.6K (-8.7%) 0.14% -0.041 pp 0.01% -0.002 pp USD21.78 +24.0% 6 qtrs
75 GLOBEFLEX CAPITAL L P 50.0K +— (+0.0%) 1.35M +206.4K (+18.1%) 0.14% +0.000 pp 0.21% +0.031 pp USD23.08 +17.0% 3 qtrs
76 TWO SIGMA ADVISERS, LP 49.2K +21.5K (+77.6%) 1.33M +694.9K (+109.7%) 0.14% +0.060 pp 0.00% +0.001 pp USD23.44 +15.2% 7 qtrs
77 INVESCO LTD. 49.1K +11.8K (+31.6%) 1.33M +473.0K (+55.4%) 0.14% +0.033 pp 0.00% +0.000 pp USD25.57 +5.6% 4 qtrs
78 D.A. DAVIDSON & CO. 48.3K +212.0 (+0.4%) 1.30M +204.4K (+18.6%) 0.13% +0.001 pp 0.01% +0.001 pp USD22.89 +18.0% 2 qtrs
79 HRT FINANCIAL LP 46.1K +46.1K (+100.0%) 1.24M +1.2M (+100.0%) 0.13% +0.127 pp 0.00% +0.004 pp USD27.00 +0.0% 1 qtrs NEW
80 INSPIRE INVESTING, LLC 45.8K +45.8K (+100.0%) 1.24M +1.2M (+100.0%) 0.13% +0.127 pp 0.11% +0.111 pp USD27.00 +0.0% 1 qtrs NEW
81 JANE STREET GROUP, LLC 45.6K +9.5K (+26.5%) 1.23M +406.5K (+49.3%) 0.13% +0.027 pp 0.00% +0.000 pp USD23.78 +13.5% 17 qtrs
82 VICTORY CAPITAL MANAGEMENT INC 45.2K -15.6K (-25.7%) 1.22M -170.9K (-12.3%) 0.12% -0.043 pp 0.00% 0.000 pp USD21.01 +28.5% 7 qtrs
83 WELLS FARGO & COMPANY/MN 45.1K +15.2K (+50.7%) 1.22M +533.4K (+77.9%) 0.12% +0.042 pp 0.00% +0.000 pp USD22.83 +18.3% 27 qtrs
84 PRINCIPAL FINANCIAL GROUP INC 43.1K +13.5K (+45.8%) 1.16M +487.8K (+72.2%) 0.12% +0.038 pp 0.00% +0.000 pp USD24.75 +9.1% 3 qtrs
85 MAN GROUP PLC 41.6K +27.9K (+203.8%) 1.12M +809.8K (+258.6%) 0.11% +0.077 pp 0.00% +0.001 pp USD26.07 +3.6% 3 qtrs
86 AMUNDI 40.1K +40.1K (+100.0%) 1.08M +1.1M (+100.0%) 0.11% +0.111 pp 0.00% +0.000 pp USD27.00 +0.0% 4 qtrs
87 WAKEFIELD ASSET MANAGEMENT LLLP 39.9K +28.0 (+0.1%) 1.08M +165.2K (+18.1%) 0.11% +0.000 pp 0.29% +0.043 pp USD24.18 +11.7% 3 qtrs
88 SEGALL BRYANT & HAMILL, LLC 39.6K +39.6K (+100.0%) 1.07M +1.1M (+100.0%) 0.11% +0.109 pp 0.01% +0.015 pp USD27.00 +0.0% 1 qtrs NEW
89 MARTINGALE ASSET MANAGEMENT L P 38.6K +1.9K (+5.2%) 1.04M +203.2K (+24.2%) 0.11% +0.006 pp 0.03% +0.005 pp USD24.00 +12.5% 3 qtrs
90 VERITION FUND MANAGEMENT LLC 38.3K -739.0 (-1.9%) 1.03M +141.3K (+15.8%) 0.11% -0.002 pp 0.00% +0.000 pp USD22.55 +19.7% 6 qtrs
91 MONIMUS CAPITAL MANAGEMENT, LP 38.0K +12.4K (+48.3%) 1.03M +440.2K (+75.1%) 0.10% +0.034 pp 0.68% +0.316 pp USD22.27 +21.2% 5 qtrs
92 G2 INVESTMENT PARTNERS MANAGEMENT LLC 37.0K -245.3K (-86.9%) 999.0K -5.5M (-84.5%) 0.10% -0.675 pp 0.24% -1.068 pp USD23.22 +16.3% 28 qtrs
93 RHUMBLINE ADVISERS 36.9K -4.7K (-11.3%) 997.0K +44.9K (+4.7%) 0.10% -0.013 pp 0.00% +0.000 pp USD27.67 -2.4% 25 qtrs
94 UBS ASSET MANAGEMENT AMERICAS INC 35.6K +1.2K (+3.5%) 961.2K +174.9K (+22.2%) 0.10% +0.004 pp 0.00% +0.000 pp USD25.49 +5.9% 7 qtrs
95 PEAK6 LLC 35.0K +35.0K (+100.0%) 945.0K +945.0K (+100.0%) 0.10% +0.097 pp 0.00% +0.002 pp USD27.00 +0.0% 4 qtrs
96 QUANTINNO CAPITAL MANAGEMENT LP 32.4K +14.3K (+78.8%) 875.7K +460.8K (+111.1%) 0.09% +0.040 pp 0.00% +0.001 pp USD24.69 +9.4% 2 qtrs
97 ALGERT GLOBAL LLC 31.3K -34.6K (-52.5%) 844.0K -661.0K (-43.9%) 0.09% -0.095 pp 0.01% -0.012 pp USD20.99 +28.6% 5 qtrs
98 HSBC HOLDINGS PLC 30.4K -12.7K (-29.5%) 822.3K -173.1K (-17.4%) 0.08% -0.035 pp 0.00% 0.000 pp USD21.56 +25.2% 6 qtrs
99 CREATIVE PLANNING 30.5K +16.5K (+119.0%) 822.2K +504.2K (+158.6%) 0.08% +0.046 pp 0.00% +0.000 pp USD26.08 +3.5% 5 qtrs
100 HENNION & WALSH ASSET MANAGEMENT, INC. 30.3K +2.6K (+9.4%) 818.4K +184.6K (+29.1%) 0.08% +0.007 pp 0.03% +0.005 pp USD24.77 +9.0% 4 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
5
Shares acquired
Shares disposed
42.4K
Cash buys
Cash sales
1.00
Net activity
-42,436
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-10 Neble George R Director S-Sale D Class A Common Stock 670 15.91 10.7K 51,491 D
2026-04-06 Ayotte Jon Officer S-Sale D Class A Common Stock 364 15.35 5.6K 84,301 D
2026-04-02 Sanborn Joseph Officer S-Sale D Class A Common Stock 650 14.42 9.4K 357,660 D
2026-04-01 Sanborn Joseph Officer F-InKind D Class A Common Stock 8,603 14.74 126.8K 358,310 D
2026-04-01 Mendal Jayme Director / Officer F-InKind D Class A Common Stock 23,755 14.74 350.1K 624,491 D
2026-04-01 Brainard David Officer F-InKind D Class A Common Stock 7,891 14.74 116.3K 187,263 D
2026-04-01 Ayotte Jon Officer F-InKind D Class A Common Stock 1,537 14.74 22.7K 84,665 D
2026-02-25 Ayotte Jon Officer S-Sale D Class A Common Stock 1,730 15.56 26.9K 86,202 D
2026-02-24 Sanborn Joseph Officer F-InKind D Class A Common Stock 5,765 15.50 89.4K 366,913 D
2026-02-24 Mendal Jayme Director / Officer F-InKind D Class A Common Stock 14,639 15.50 226.9K 648,246 D
2026-02-24 Brainard David Officer A-Award A Class A Common Stock 16,566 0.00 197,167 D
2026-02-24 Ayotte Jon Officer F-InKind D Class A Common Stock 488 15.50 7.6K 87,932 D
2026-02-23 Ayotte Jon Officer S-Sale D Class A Common Stock 321 15.07 4.8K 84,027 D
2026-02-20 Sanborn Joseph Officer F-InKind D Class A Common Stock 3,189 15.49 49.4K 324,988 D
2026-02-20 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 11,187 14.87 166.4K 544,950 D
2026-02-20 Brainard David Officer F-InKind D Class A Common Stock 1,216 15.49 18.8K 180,601 D
2026-02-20 Ayotte Jon Officer F-InKind D Class A Common Stock 1,157 15.49 17.9K 84,348 D
2026-02-12 Sanborn Joseph Officer A-Award A Class A Common Stock 88,235 0.00 328,177 D
2026-02-12 Mendal Jayme Director / Officer A-Award A Class A Common Stock 149,733 0.00 556,137 D
2026-02-12 Brainard David Officer A-Award A Class A Common Stock 80,214 0.00 181,817 D
2026-02-12 Ayotte Jon Officer A-Award A Class A Common Stock 30,081 0.00 85,505 D
2026-01-20 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 14,360 24.15 346.8K 406,404 D
2026-01-12 Shields John L. Director S-Sale D Class A Common Stock 2,000 25.73 51.5K 25,219 D
2026-01-12 Neble George R Director S-Sale D Class A Common Stock 671 25.73 17.3K 52,161 D
2026-01-07 Brainard David Officer S-Sale D Class A Common Stock 5,709 25.05 143.0K 101,603 D
2026-01-05 Sanborn Joseph Officer S-Sale D Class A Common Stock 419 25.16 10.5K 240,586 D
2026-01-05 Ayotte Jon Officer S-Sale D Class A Common Stock 675 25.16 17.0K 55,424 D
2026-01-02 Sanborn Joseph Officer F-InKind D Class A Common Stock 4,494 25.43 114.3K 241,005 D
2026-01-02 Mendal Jayme Director / Officer F-InKind D Class A Common Stock 17,288 25.43 439.6K 420,764 D
2026-01-02 Brainard David Officer F-InKind D Class A Common Stock 5,349 25.43 136.0K 107,312 D
2026-01-02 Ayotte Jon Officer F-InKind D Class A Common Stock 634 25.43 16.1K 56,099 D
2025-12-22 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 14,360 27.25 391.3K 438,052 D
2025-12-08 Ayotte Jon Officer M-Exempt A Class A Common Stock 7,500 7.10 53.2K 56,733 D
2025-12-05 Sanborn Joseph Officer G-Gift D Class A Common Stock 1,365 0.00 246,864 D
2025-12-01 Ayotte Jon Officer S-Sale D Class A Common Stock 3,181 26.86 85.4K 49,233 D
2025-11-28 Brainard David Officer S-Sale D Class A Common Stock 1,291 26.40 34.1K 112,661 D
2025-11-21 Ayotte Jon Officer S-Sale D Class A Common Stock 491 23.80 11.7K 52,872 D
2025-11-20 Sanborn Joseph Officer F-InKind D Class A Common Stock 3,174 23.38 74.2K 248,229 D
2025-11-20 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 12,345 23.45 289.5K 454,427 D
2025-11-20 Brainard David Officer F-InKind D Class A Common Stock 1,209 23.38 28.3K 113,952 D
2025-11-20 Ayotte Jon Officer F-InKind D Class A Common Stock 2,459 23.38 57.5K 53,363 D
2025-11-18 Sanborn Joseph Officer S-Sale D Class A Common Stock 512 24.54 12.6K 251,403 D
2025-11-18 Ayotte Jon Officer S-Sale D Class A Common Stock 376 24.54 9.2K 55,822 D
2025-10-20 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 14,360 19.46 279.4K 466,772 D
2025-10-13 Shields John L. Director S-Sale D Class A Common Stock 2,000 20.78 41.6K 27,219 D
2025-10-10 Neble George R Director S-Sale D Class A Common Stock 671 22.04 14.8K 52,832 D
2025-10-07 Brainard David Officer S-Sale D Class A Common Stock 5,710 22.20 126.8K 115,161 D
2025-10-02 Sanborn Joseph Officer S-Sale D Class A Common Stock 419 21.94 9.2K 252,559 D
2025-10-01 Sanborn Joseph Officer F-InKind D Class A Common Stock 4,495 22.17 99.7K 252,978 D
2025-10-01 Mendal Jayme Director / Officer F-InKind D Class A Common Stock 17,288 22.17 383.3K 481,132 D
2025-10-01 Brainard David Officer F-InKind D Class A Common Stock 5,349 22.17 118.6K 120,871 D
2025-10-01 Ayotte Jon Officer F-InKind D Class A Common Stock 582 22.17 12.9K 56,198 D
2025-09-22 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 100 23.76 2.4K 512,680 D
2025-09-05 Shields John L. Director S-Sale D Class A Common Stock 2,000 24.00 48.0K 29,219 D
2025-08-27 Brncic Julia Officer S-Sale D Class A Common Stock 1,436 23.51 33.8K 119,676 D
2025-08-27 Brainard David Officer S-Sale D Class A Common Stock 1,291 23.50 30.3K 126,220 D
2025-08-21 Ayotte Jon Officer S-Sale D Class A Common Stock 191 22.67 4.3K 56,780 D
2025-08-20 Sanborn Joseph Officer F-InKind D Class A Common Stock 3,173 22.93 72.8K 257,473 D
2025-08-20 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 14,360 22.86 328.3K 512,780 D
2025-08-20 Brncic Julia Officer F-InKind D Class A Common Stock 1,108 22.93 25.4K 121,112 D
2025-08-20 Brainard David Officer F-InKind D Class A Common Stock 1,209 22.93 27.7K 127,511 D
2025-08-20 Ayotte Jon Officer F-InKind D Class A Common Stock 777 22.93 17.8K 56,971 D
2025-08-18 Sanborn Joseph Officer S-Sale D Class A Common Stock 511 23.61 12.1K 260,879 D
2025-08-18 Ayotte Jon Officer S-Sale D Class A Common Stock 375 23.61 8.9K 57,748 D
2025-08-15 Neble George R Director S-Sale D Class A Common Stock 671 23.35 15.7K 53,503 D
2025-08-15 Brncic Julia Officer F-InKind D Class A Common Stock 1,177 23.43 27.6K 122,220 D
2025-08-10 LINK VENTURES, LLLP 10% Owner S-Sale D Class A Common Stock 900,000 0.00 2,598,154 D
2025-08-10 BLUNDIN DAVID B Director / 10% Owner D-Return D Class A Common Stock 900,000 0.00 2,598,154 I
2025-07-21 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 14,360 24.87 357.1K 527,140 D
2025-07-14 Shields John L. Director S-Sale D Class A Common Stock 2,000 24.30 48.6K 31,219 D
2025-07-07 Brncic Julia Officer S-Sale D Class A Common Stock 1,808 24.31 44.0K 123,397 D
2025-07-07 Brainard David Officer S-Sale D Class A Common Stock 5,710 24.57 140.3K 128,720 D
2025-07-02 Sanborn Joseph Officer S-Sale D Class A Common Stock 644 24.13 15.5K 261,390 D
2025-07-01 Sanborn Joseph Officer F-InKind D Class A Common Stock 4,494 24.42 109.7K 262,453 D
2025-07-01 Mendal Jayme Director / Officer F-InKind D Class A Common Stock 17,289 24.42 422.2K 541,500 D
2025-07-01 Brncic Julia Officer F-InKind D Class A Common Stock 2,881 24.42 70.4K 125,205 D
2025-07-01 Brainard David Officer F-InKind D Class A Common Stock 5,349 24.42 130.6K 134,430 D
2025-07-01 Ayotte Jon Officer F-InKind D Class A Common Stock 581 24.42 14.2K 58,123 D
2025-06-20 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 14,360 24.20 347.5K 558,789 D
2025-06-16 Brncic Julia Officer S-Sale D Class A Common Stock 3,244 24.86 80.6K 128,086 D
2025-06-16 Brainard David Officer S-Sale D Class A Common Stock 1,595 24.86 39.7K 139,779 D
2025-06-05 Wilczek Mira Director A-Award A Class A Common Stock 6,704 0.00 101,248 D
2025-06-05 Shields John L. Director A-Award A Class A Common Stock 6,704 0.00 33,219 D
2025-06-05 Neble George R Director A-Award A Class A Common Stock 6,704 0.00 54,174 D
2025-06-05 DENINGER PAUL F Director A-Award A Class A Common Stock 6,704 0.00 72,643 D
2025-06-05 BANSAL SANJU K Director A-Award A Class A Common Stock 6,704 0.00 462,563 D
2025-06-05 Ayotte Jon Officer M-Exempt A Class A Common Stock 4,000 7.88 31.5K 58,704 D
2025-05-29 BLUNDIN DAVID B Director / 10% Owner J-Other D Class A Common Stock 14,153 0.00 379,115 I
2025-05-27 Brainard David Officer S-Sale D Class A Common Stock 1,291 23.11 29.8K 141,374 D
2025-05-21 Ayotte Jon Officer S-Sale D Class A Common Stock 482 22.87 11.0K 54,704 D
2025-05-20 Sanborn Joseph Officer F-InKind D Class A Common Stock 3,174 23.65 75.1K 266,947 D
2025-05-20 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 14,360 23.54 338.0K 573,149 D
2025-05-20 Brncic Julia Officer F-InKind D Class A Common Stock 1,108 23.65 26.2K 131,330 D
2025-05-20 Brainard David Officer M-Exempt A Class A Common Stock 3,796 7.10 26.9K 149,274 D
2025-05-20 Ayotte Jon Officer F-InKind D Class A Common Stock 777 23.65 18.4K 55,186 D
2025-05-16 Sanborn Joseph Officer S-Sale D Class A Common Stock 511 24.28 12.4K 270,354 D
2025-05-16 Ayotte Jon Officer S-Sale D Class A Common Stock 375 24.28 9.1K 55,963 D
2025-05-15 Brncic Julia Officer F-InKind D Class A Common Stock 1,177 24.45 28.8K 132,438 D
2025-04-21 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 14,360 21.36 306.7K 587,509 D
2025-04-14 Shields John L. Director S-Sale D Class A Common Stock 2,000 20.93 41.9K 26,515 D
2025-04-04 Brainard David Officer S-Sale D Class A Common Stock 4,113 22.41 92.2K 143,874 D
2025-04-02 Sanborn Joseph Officer S-Sale D Class A Common Stock 419 26.29 11.0K 271,509 D
2025-04-01 Sanborn Joseph Officer F-InKind D Class A Common Stock 4,494 26.56 119.4K 271,928 D
2025-04-01 Mendal Jayme Director / Officer F-InKind D Class A Common Stock 17,287 26.56 459.1K 601,869 D
2025-04-01 Brncic Julia Officer F-InKind D Class A Common Stock 2,878 26.56 76.4K 133,615 D
2025-04-01 Brainard David Officer F-InKind D Class A Common Stock 5,349 26.56 142.1K 147,987 D
2025-04-01 Ayotte Jon Officer F-InKind D Class A Common Stock 490 26.56 13.0K 56,338 D
2025-03-25 Neble George R Director S-Sale D Class A Common Stock 5,000 30.00 150.0K 48,720 D
2025-03-25 LINK VENTURES, LLLP 10% Owner S-Sale D Class A Common Stock 513 30.00 15.4K 3,498,154 D
2025-03-25 BLUNDIN DAVID B Director / 10% Owner S-Sale D Class A Common Stock 513 30.00 15.4K 3,498,154 I
2025-03-24 LINK VENTURES, LLLP 10% Owner S-Sale D Class A Common Stock 938 28.67 26.9K 3,498,751 D
2025-03-24 BLUNDIN DAVID B Director / 10% Owner S-Sale D Class A Common Stock 938 28.67 26.9K 3,498,751 I
2025-03-21 LINK VENTURES, LLLP 10% Owner S-Sale D Class A Common Stock 9,069 28.67 260.0K 3,499,689 D
2025-03-21 BLUNDIN DAVID B Director / 10% Owner S-Sale D Class A Common Stock 77,600 28.67 2.22M 97,920 D
2025-03-20 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 65,117 28.07 1.83M 619,156 D
2025-03-20 LINK VENTURES, LLLP 10% Owner S-Sale D Class A Common Stock 284 28.40 8.1K 3,508,758 D
2025-03-20 BLUNDIN DAVID B Director / 10% Owner S-Sale D Class A Common Stock 2,430 28.40 69.0K 175,520 D
2025-03-19 LINK VENTURES, LLLP 10% Owner S-Sale D Class A Common Stock 47 28.40 1.3K 3,509,042 D
2025-03-19 BLUNDIN DAVID B Director / 10% Owner S-Sale D Class A Common Stock 47 28.40 1.3K 3,509,042 I
2025-03-17 Ayotte Jon Officer S-Sale D Class A Common Stock 1,217 27.90 34.0K 56,828 D
2025-03-14 Brncic Julia Officer S-Sale D Class A Common Stock 867 25.66 22.2K 136,493 D
2025-03-13 Brncic Julia Officer S-Sale D Class A Common Stock 19,000 25.43 483.2K 137,360 D
2025-02-28 LINK VENTURES, LLLP 10% Owner S-Sale D Class A Common Stock 638 26.80 17.1K 3,509,089 D
2025-02-28 BLUNDIN DAVID B Director / 10% Owner S-Sale D Class A Common Stock 638 26.80 17.1K 3,509,089 I
2025-02-27 Ayotte Jon Officer S-Sale D Class A Common Stock 7,647 25.72 196.7K 58,045 D
2025-02-26 LINK VENTURES, LLLP 10% Owner S-Sale D Class A Common Stock 973 26.83 26.1K 3,509,727 D
2025-02-26 Brainard David Officer S-Sale D Class A Common Stock 2,238 26.14 58.5K 153,336 D
2025-02-26 BLUNDIN DAVID B Director / 10% Owner S-Sale D Class A Common Stock 9,367 26.83 251.3K 206,940 I
2025-02-25 Sanborn Joseph Officer A-Award A Class A Common Stock 45,223 0.00 281,888 D
2025-02-25 Mendal Jayme Director / Officer A-Award A Class A Common Stock 200,803 0.00 708,545 D
2025-02-25 Brncic Julia Officer A-Award A Class A Common Stock 17,619 0.00 158,311 D
2025-02-21 Brncic Julia Officer S-Sale D Class A Common Stock 696 22.02 15.3K 140,692 D
2025-02-21 Ayotte Jon Officer S-Sale D Class A Common Stock 460 21.21 9.8K 65,692 D
2025-02-20 Sanborn Joseph Officer F-InKind D Class A Common Stock 3,173 21.66 68.7K 236,665 D
2025-02-20 Brncic Julia Officer F-InKind D Class A Common Stock 1,108 21.66 24.0K 141,388 D
2025-02-20 Brainard David Officer M-Exempt A Class A Common Stock 1,562 9.41 14.7K 158,345 D
2025-02-20 Ayotte Jon Officer F-InKind D Class A Common Stock 716 21.66 15.5K 66,152 D
2025-02-19 Sanborn Joseph Officer S-Sale D Class A Common Stock 511 22.21 11.3K 240,071 D
2025-02-19 Brncic Julia Officer S-Sale D Class A Common Stock 740 22.22 16.4K 142,496 D
2025-02-19 Brainard David Officer S-Sale D Class A Common Stock 912 22.21 20.3K 156,783 D
2025-02-19 Ayotte Jon Officer S-Sale D Class A Common Stock 364 22.21 8.1K 66,868 D
2025-02-18 Brncic Julia Officer F-InKind D Class A Common Stock 1,178 21.82 25.7K 143,236 D
2025-02-11 Sanborn Joseph Officer A-Award A Class A Common Stock 47,453 0.00 240,582 D
2025-02-11 Mendal Jayme Director / Officer A-Award A Class A Common Stock 120,504 0.00 507,742 D
2025-02-11 Brncic Julia Officer A-Award A Class A Common Stock 39,336 0.00 144,414 D
2025-02-11 Brainard David Officer A-Award A Class A Common Stock 49,451 0.00 157,695 D
2025-02-11 Ayotte Jon Officer A-Award A Class A Common Stock 13,112 0.00 67,232 D
2025-01-27 Shields John L. Director S-Sale D Class A Common Stock 2,000 20.00 40.0K 28,515 D
2025-01-10 Neble George R Director S-Sale D Class A Common Stock 1,250 18.18 22.7K 53,720 D
2025-01-06 Sanborn Joseph Officer S-Sale D Class A Common Stock 470 20.04 9.4K 193,851 D
2025-01-06 Brainard David Officer S-Sale D Class A Common Stock 3,675 19.52 71.7K 108,244 D
2025-01-03 Brncic Julia Officer S-Sale D Class A Common Stock 740 20.29 15.0K 105,078 D
2025-01-02 Sanborn Joseph Officer F-InKind D Class A Common Stock 1,887 20.25 38.2K 194,321 D
2025-01-02 Mendal Jayme Director / Officer F-InKind D Class A Common Stock 7,989 20.25 161.8K 387,238 D
2025-01-02 Brncic Julia Officer F-InKind D Class A Common Stock 1,457 20.25 29.5K 105,818 D
2025-01-02 Brainard David Officer F-InKind D Class A Common Stock 4,293 20.25 86.9K 111,919 D
2025-01-02 Ayotte Jon Officer F-InKind D Class A Common Stock 210 20.25 4.3K 54,120 D
2024-12-26 Brainard David Officer M-Exempt D Stock Option (right to buy) 12,686 7.10 90.0K 9,515 D
2024-12-18 Brainard David Officer S-Sale D Class A Common Stock 21,079 18.03 380.1K 116,212 D
2024-12-17 Brainard David Officer M-Exempt A Class A Common Stock 3,796 7.10 26.9K 151,881 D
2024-11-26 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 5,750 19.03 109.4K 395,227 D
2024-11-21 Brncic Julia Officer S-Sale D Class A Common Stock 696 18.93 13.2K 107,275 D
2024-11-21 Brainard David Officer S-Sale D Class A Common Stock 3,164 18.78 59.4K 146,522 D
2024-11-21 Ayotte Jon Officer S-Sale D Class A Common Stock 569 19.20 10.9K 54,330 D
2024-11-20 Sanborn Joseph Officer F-InKind D Class A Common Stock 3,174 18.85 59.8K 196,208 D
2024-11-20 Brncic Julia Officer F-InKind D Class A Common Stock 1,108 18.85 20.9K 107,971 D
2024-11-20 Brainard David Officer F-InKind D Class A Common Stock 4,231 18.85 79.8K 149,686 D
2024-11-20 Ayotte Jon Officer F-InKind D Class A Common Stock 654 18.85 12.3K 55,297 D
2024-11-19 Brainard David Officer S-Sale D Class A Common Stock 662 18.16 12.0K 153,917 D
2024-11-18 Sanborn Joseph Officer S-Sale D Class A Common Stock 512 18.34 9.4K 199,615 D
2024-11-18 Brncic Julia Officer S-Sale D Class A Common Stock 740 17.89 13.2K 109,079 D
2024-11-18 Brainard David Officer S-Sale D Class A Common Stock 912 18.34 16.7K 154,579 D
2024-11-18 Ayotte Jon Officer S-Sale D Class A Common Stock 316 18.34 5.8K 55,951 D
2024-11-15 Brncic Julia Officer F-InKind D Class A Common Stock 1,177 17.80 21.0K 109,819 D
2024-10-15 Shields John L. Director S-Sale D Class A Common Stock 1,027 20.00 20.5K 30,515 D
2024-10-14 Shields John L. Director S-Sale D Class A Common Stock 973 20.00 19.5K 31,542 D
2024-10-10 Neble George R Director S-Sale D Class A Common Stock 2,500 19.42 48.6K 54,970 D
2024-10-02 Sanborn Joseph Officer S-Sale D Class A Common Stock 648 20.22 13.1K 200,127 D
2024-10-02 Brncic Julia Officer S-Sale D Class A Common Stock 818 20.22 16.5K 110,996 D
2024-10-02 Brainard David Officer S-Sale D Class A Common Stock 1,641 20.22 33.2K 155,491 D
2024-10-01 Sanborn Joseph Officer F-InKind D Class A Common Stock 1,693 20.62 34.9K 201,198 D
2024-10-01 Mendal Jayme Director / Officer F-InKind D Class A Common Stock 7,578 20.62 156.3K 400,977 D
2024-10-01 Brncic Julia Officer F-InKind D Class A Common Stock 1,301 20.62 26.8K 111,814 D
2024-10-01 Brainard David Officer F-InKind D Class A Common Stock 3,854 20.62 79.5K 157,132 D
2024-10-01 Ayotte Jon Officer F-InKind D Class A Common Stock 184 20.62 3.8K 56,267 D
2024-08-28 Mendal Jayme Director / Officer S-Sale D Class A Common Stock 5,750 23.04 132.5K 408,555
2024-08-26 Sanborn Joseph Officer S-Sale D Class A Common Stock 4,800 22.50 108.0K 202,891
2024-08-21 Sanborn Joseph Officer S-Sale D Class A Common Stock 4,800 21.54 103.4K 207,691
2024-08-21 Brncic Julia Officer S-Sale D Class A Common Stock 696 22.28 15.5K 113,115
2024-08-21 Brainard David Officer S-Sale D Class A Common Stock 3,164 22.02 69.7K 160,986
2024-08-21 Ayotte Jon Officer S-Sale D Class A Common Stock 404 21.70 8.8K 57,028
2024-08-20 Sanborn Joseph Officer F-InKind D Class A Common Stock 3,173 22.29 70.7K 212,491
2024-08-20 Brncic Julia Officer F-InKind D Class A Common Stock 1,108 22.29 24.7K 113,811
2024-08-20 Brainard David Officer F-InKind D Class A Common Stock 4,231 22.29 94.3K 164,150
2024-08-20 Ayotte Jon Officer F-InKind D Class A Common Stock 654 22.29 14.6K 57,432
2024-08-19 Brainard David Officer S-Sale D Class A Common Stock 661 21.99 14.5K 168,381
2024-08-16 Sanborn Joseph Officer S-Sale D Class A Common Stock 513 22.62 11.6K 215,898
2024-08-16 Brncic Julia Officer S-Sale D Class A Common Stock 740 22.84 16.9K 114,919
2024-08-16 Brainard David Officer S-Sale D Class A Common Stock 914 22.62 20.7K 169,042
2024-08-16 Ayotte Jon Officer S-Sale D Class A Common Stock 247 22.62 5.6K 58,403

Executive team

Top executives
EBIT / Employee
190.8K
Shares Outstanding
35.37M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jayme Mendal President and Chief Executive Officer 595.0K 7.78M 818.1K 14.2K 9.21M 84.50%
2 2025 Joseph Sanborn Chief Financial Officer, Chief Administrative Officer, Treasurer and Secretary 460.0K 1.3K 3.06M 412.5K 15.0K 3.95M 77.52%
3 2025 David Brainard Chief Technology Officer 435.0K 2.13M 412.5K 14.6K 2.99M 71.16%
4 2025 Julia Brncic Former General Counsel and Secretary 294.2K 1.69M 196.9K 14.0K 2.20M 77.01%
5 2025 Jon Ayotte Chief Accounting Officer 390.0K 100.0K 499.3K 192.5K 14.2K 1.20M 41.75%
6 2024 Jayme Mendal President and Chief Executive Officer 565.0K 107.3K 4.18M 847.5K 24.4K 5.73M 73.03%
7 2024 Joseph Sanborn Chief Financial Officer 416.0K 108.5K 1.34M 450.0K 25.2K 2.34M 57.35%
8 2024 Joseph Sanborn Chief Financial Officer, Chief Administrative Officer, Treasurer and Secretary 416.0K 108.5K 1.34M 450.0K 25.2K 2.34M 57.35%
9 2024 Julia Brncic Former General Counsel and Secretary 375.0K 100.0K 1.01M 337.5K 24.7K 1.84M 54.59%
10 2024 David Brainard Chief Technology Officer 406.0K 107.3K 854.0K 420.0K 24.7K 1.81M 47.13%
11 2023 Jayme Mendal President and Chief Executive Officer 375.0K 1.40M 948.6K 1.33M 70.3K 4.8K 4.13M 55.19%
12 2023 Julia Brncic Former General Counsel and Secretary 294.2K 955.7K 762.6K 37.5K 506.00 2.05M 83.80%
13 2023 Julia Brncic General Counsel and Secretary 294.2K 955.7K 738.4K 37.5K 506.00 2.03M 83.60%
14 2023 David Brainard Chief Technology Officer 330.0K 1.23M 173.8K 46.9K 4.7K 1.79M 78.66%
15 2023 Joseph Sanborn Chief Financial Officer, Chief Administrative Officer, Treasurer and Secretary 314.1K 1.01M 148.3K 35.1K 7.5K 1.52M 76.51%
16 2023 Joseph Sanborn Chief Financial Officer 314.1K 1.01M 148.3K 35.1K 7.5K 1.52M 76.51%
17 2022 Jayme Mendal President and Chief Executive Officer 317.3K 891.7K 1.35M 225.0K 4.4K 2.79M 80.38%
18 2022 John Wagner Chief Financial Officer and Treasurer 302.3K 1.35M 164.0K 150.0K 9.4K 1.98M 76.68%
19 2022 David Mason General Counsel 250.2K 1.08M 164.0K 150.0K 8.0K 1.65M 75.33%
20 2022 David Brainard Chief Technology Officer 302.3K 475.7K 201.7K 131.3K 4.2K 1.12M 60.75%
21 2021 Craig Lister Former Chief Marketing Officer 180.8K 200.0K 2.43M 25.0K 166.1K 3.00M 80.93%
22 2021 David Brainard Chief Technology Officer 268.3K 2.22M 21.9K 3.0K 2.52M 88.35%
23 2021 Nicholas Graham Chief Revenue Officer 215.6K 1.88M 25.0K 3.7K 2.13M 88.51%
24 2021 Jayme Mendal President and Chief Executive Officer 273.0K 1.12M 25.0K 4.3K 1.42M 78.69%
25 2021 John Wagner Chief Financial Officer and Treasurer 300.0K 1.03M 25.0K 7.9K 1.36M 75.56%
26 2021 David Mason General Counsel and Secretary 300.0K 684.6K 25.0K 6.9K 1.02M 67.35%
27 2021 David Mason General Counsel 300.0K 684.6K 25.0K 6.9K 1.02M 67.35%
28 2020 Jayme Mendal President and Chief Executive Officer 200.0K 4.05M 137.5K 4.4K 4.39M 92.21%
29 2020 Seth Birnbaum Former President and Chief Executive Officer 235.6K 4.05M 9.6K 4.29M 94.29%
30 2020 David Brainard Chief Technology Officer 250.0K 3.0K 2.30M 3.1K 2.56M 89.98%
31 2020 John Wagner Chief Financial Officer and Treasurer 300.0K 150.0K 1.02M 200.0K 8.6K 1.68M 60.79%
32 2019 Jayme Mendal President and Chief Executive Officer 200.0K 2.50M 205.0K 4.8K 2.91M 85.91%
33 2019 Jayme Mendal Chief Operating Officer 200.0K 2.50M 205.0K 4.8K 2.91M 85.91%
34 2019 John Wagner Chief Financial Officer and Treasurer 295.3K 624.5K 6.3K 926.1K 67.44%
35 2019 Seth Birnbaum Former President and Chief Executive Officer 250.0K 5.4K 255.4K 0.00%
36 2019 Seth Birnbaum President and Chief Executive Officer 250.0K 5.4K 255.4K 0.00%
37 2018 Tomas Revesz Chief Technology Officer 250.0K 11.52M 5.3K 11.78M 97.83%
38 2018 Seth Birnbaum President and Chief Executive Officer 250.0K 11.52M 745.00 11.77M 97.87%
39 2018 David Mason General Counsel and Secretary 300.0K 100.0K 1.77M 6.5K 2.08M 85.27%
40 2017 David Mason General Counsel and Secretary 295.8K 4.5K 300.3K 0.00%
41 2017 Seth Birnbaum President and Chief Executive Officer 250.0K 1.0K 251.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2026-04-08 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2026-04-23 ARS
2026-04-21 SC 13G/A
2026-04-13 4
2026-04-08 PRE 14A
2026-04-07 4
2026-04-02 4
2026-04-02 4

Executive team

NameTitleCompensationGender
Jayme Mendal President, Chief Executive Officer & Director 1M male
Joseph Sanborn CFO, Chief Administrative Officer, Treasurer & Secretary 888.8K male
David Brainard Chief Technology Officer 862.1K male
Jon Ayotte Chief Accounting Officer 696.7K male
Hunter Ingram Chief Commercial Officer male
Eric Terada Chief Growth Officer male
Eugene Suzuki Chief Information Officer male
David Bransford Blundin Co-Founder & Chairman male
Tom Ellis Executive Vice President of Growth Strategy male
Jesse Wolf Chief Product Officer male
ESG Rating
B
INTERNET CONTENT & INFORMATION
2026
E (Environmental)
50.0 / 67.1
Company / Sector avg.
S (Social)
9.6 / 73.7
Company / Sector avg.
G (Governance)
66.4 / 67.1
Company / Sector avg.
ESG Total
42.0 / 69.3
Company / Sector avg.
ESG Score History INTERNET CONTENT & INFORMATION
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