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Expensify, Inc. (EXFY)

USD1.80 -0.02 (-0.83%)
US NASDAQ Technology Software - Application
Address 88 Kearny St 94108
San Francisco, CA, US
CEO David Barrett
IPO 2021-11-10
CIK 1476840 ISIN US30219Q1067

Explore sections of this company profile

Description

Expensify, Inc. provides a digital platform accessible via the cloud, specializing in expense management for clients across the United States and globally. The company's flagship product, also called Expensify, is a comprehensive tool that streamlines various financial operations. These capabilities include overseeing corporate credit cards, settling bills, generating invoices, processing incoming payments, and facilitating travel arrangements. Furthermore, it offers functionalities for individuals to monitor and submit their spending proposals. Expensify, Inc. caters to a diverse clientele, ranging from individual users and small-to-medium-sized businesses to major corporations and large enterprises. The company was founded in San Francisco, California, in 2008.

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
USD1.80 -0.02 (-0.83%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.80
Float Shares
59.51M
Free Float %
67.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.80% -12.16% +23.87% -20.80% -30.99% -36.01% -57.25% -83.51% -97.65% -97.65% -97.65%
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 (9 ratings, all time) Buy
Price Targets & DCF
Current price
1.80
Low 2.50 +39.3%
Consensus 13.75 +666.0%
Median 13.75 +666.0%
High 25.00 +1,292.8%
DCF (Levered) 3.75 +109.0%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 2
13.75
+666.0%
Quality scores
Altman Z-Score
0.84
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +2.1% Q1'26: -5.8% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    -91.7% Q1'26: +28.0% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -5.5% Q1'26: +0.0% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -11.5% Q1'26: -5.8% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -21.6% Q1'26: -13.6% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +5.6% Q1'26: +2.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    -0.73× Q1'26: 3.30× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.75) × ERP
WACC = 95% × Ke + 5% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 1.80
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
1 EPS Ana.
Dec 2027
3 Rev. Ana.
1 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Revenue
142.84M
est: 142.62M (+0.2%)
169.50M
est: 171.22M (-1.0%)
150.69M
est: 138.53M (+8.8%)
139.24M
est: 141.54M (-1.6%)
142.10M
est: 142.40M (-0.2%)
135.36M
135.00M – 135.72M
-4.9% YoY
134.80M
125.07M – 150.99M
-0.4% YoY
130.95M
130.00M – 131.89M
-2.9% YoY
EBITDA
-5.06M
est: -4.00M (-26.3%)
-9.18M
est: -4.81M (-91.0%)
-27.99M
est: -3.39M (-725.9%)
5.99M
est: -3.46M (+273.1%)
-7.83M
est: -3.48M (-124.9%)
-3.31M
-3.32M – -3.30M
+4.9% YoY
-3.30M
-3.69M – -3.06M
+0.4% YoY
-3.20M
-3.23M – -3.18M
+2.9% YoY
EBIT
-10.25M
est: -9.22M (-11.2%)
-15.23M
est: -11.07M (-37.7%)
-33.15M
est: -15.75M (-110.5%)
-820.0K
est: -16.09M (+94.9%)
-16.29M
est: -16.19M (-0.6%)
-15.39M
-15.43M – -15.35M
+4.9% YoY
-15.33M
-17.17M – -14.22M
+0.4% YoY
-14.89M
-15.00M – -14.78M
+2.9% YoY
Net Income
-13.56M
est: 79.17M (-117.1%)
-27.01M
est: 24.29M (-211.2%)
-41.46M
est: -34.12M (-21.5%)
-10.06M
est: 22.31M (-145.1%)
-21.39M
est: 11.25M (-290.1%)
8.12M
7.60M – 8.65M
-27.8% YoY
6.46M
2.72M – 10.20M
-20.5% YoY
2.81M
2.63M – 2.99M
-56.5% YoY
SGA
88.41M
est: 78.10M (+13.2%)
108.37M
est: 93.76M (+15.6%)
93.58M
est: 75.68M (+23.7%)
51.18M
est: 77.32M (-33.8%)
68.86M
est: 77.79M (-11.5%)
73.94M
73.75M – 74.14M
-4.9% YoY
73.64M
68.32M – 82.49M
-0.4% YoY
71.53M
71.02M – 72.05M
-2.9% YoY
EPS
-0.17
est: 0.91 (-118.8%)
-0.33
est: 0.28 (-218.7%)
-0.50
est: -0.36 (-37.4%)
-0.12
est: 0.24 (-150.4%)
-0.23
est: 0.12 (-291.7%)
0.09
0.08 – 0.09
-27.8% YoY
0.07
0.03 – 0.11
-19.2% YoY
0.03
0.03 – 0.03
-57.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-06 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-05 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-04 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-05-01 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-04-30 B 3/5 5/5 1/5 1/5 3/5 1/5 5/5
2026-04-29 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-28 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-27 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-24 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-23 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-22 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-21 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-20 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-17 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-16 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
13.55M
OE per share TTM
0.15
Owner's Yield
13.03%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
14.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
10
Total invested
102.0K
Insider transactions (90d)
1
Beneficial owners (>5%)
19
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 OpenView General Partner IV, L.P. 10.04M 14.90% 10.04M 10.04M PN Delaware 2022-02-09
2 OpenView Management, LLC 10.04M 14.90% 10.04M 10.04M OO Delaware 2022-02-09
3 OpenView Venture Partners IV, L.P. 9.73M 14.40% 9.73M 9.73M PN Delaware 2022-02-09
4 Unameit Trust under Declaration of Trust dated March 10, 2000 9.05M 13.40% 9.05M 9.05M OO 2022-04-14
5 David Martirano 7.14M 10.50% 7.14M 7.14M IN United States 2022-05-03
6 Barrett Trust LLC 6.52M 9.70% 6.52M OO United States 2022-02-09
7 David Barrett, individually and as trustee of the Barrett Family Trust, solely in such trust’s capac 6.52M 9.70% 6.52M IN, OO United States 2022-02-09
8 415 Foundation 6.52M 9.70% 6.52M 6.52M OO Seychelles 2022-02-04
9 Octopus Head, Inc. 6.52M 9.70% 6.52M 6.52M CO Seychelles 2022-02-04
10 Witold Stankiewicz 6.52M 9.70% 6.52M 6.52M IN Seychelles 2022-02-04
11 (1) BlackRock, Inc. 4.23M 6.10% 4.15M 4.23M HC Delaware 2024-01-29
12 The Vanguard Group - 23-1945930 3.98M 5.80% 26.8K IA Pennsylvania 2023-02-09
13 Steven J. McLaughlin 3.54M 5.19% 3.54M 3.54M IN Florida, United States 2022-12-07
14 FBHR Associates, LLC 2.11M 3.10% 2.11M 2.11M 2.11M OO 2022-07-27
15 Hillsven LLC 2.11M 3.10% 2.11M 2.11M 2.11M OO 2022-07-27
16 James G.B. DeMartini III 2.11M 3.10% 2.11M 2.11M 2.11M IN 2022-07-27
17 Unameit Trust under Declaration of Trust dated March 10, 2000 2.11M 3.10% 2.11M 2.11M 2.11M OO 2022-07-27
18 OpenView Affiliates Fund IV, L.P. 318.0K 0.50% 318.0K 318.0K PN Delaware 2022-02-09
19 2. 10.00 0.00% 33.8K HC, OO 2023-08-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
10
-98 vs prev Q
New positions
2
Closed positions
99
Increased
6
Reduced
2
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 VANGUARD GROUP INC 4.68M +132.1K (+2.9%) 7.06M -1.3M (-16.0%) 5.05% +0.127 pp 0.00% +0.000 pp USD13.70 -89.0% 17 qtrs
2 BLACKROCK, INC. 4.07M -86.2K (-2.1%) 6.15M -1.5M (-20.1%) 4.40% -0.107 pp 0.00% +0.000 pp USD2.41 -37.3% 6 qtrs
3 ACADIAN ASSET MANAGEMENT LLC 2.17M -101.5K (-4.5%) 3.27M -925.0K (-22.0%) 2.35% -0.117 pp 0.01% -0.002 pp USD2.81 -46.3% 12 qtrs
4 AMERIPRISE FINANCIAL INC 1.85M +17.7K (+1.0%) 2.80M -597.6K (-17.6%) 2.00% +0.013 pp 0.00% 0.000 pp USD3.34 -54.8% 11 qtrs
5 CASTLEKNIGHT MANAGEMENT LP 1.73M -431.2K (-20.0%) 2.61M -1.4M (-34.7%) 1.87% -0.473 pp 0.06% -0.021 pp USD2.40 -37.1% 12 qtrs
6 MARSHALL WACE, LLP 1.44M +76.8K (+5.7%) 2.17M -346.3K (-13.8%) 1.55% +0.078 pp 0.00% -0.001 pp USD2.54 -40.6% 7 qtrs
7 PALOGIC VALUE MANAGEMENT, L.P. 1.40M +470.1K (+50.4%) 2.12M +392.6K (+22.7%) 1.52% +0.505 pp 0.88% +0.190 pp USD1.94 -22.2% 10 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 1.40M -6.6K (-0.5%) 2.12M -488.6K (-18.8%) 1.51% -0.012 pp 0.00% +0.000 pp USD6.14 -75.4% 17 qtrs
9 D. E. SHAW & CO., INC. 1.35M -177.2K (-11.6%) 2.04M -786.5K (-27.9%) 1.46% -0.197 pp 0.00% -0.001 pp USD3.63 -58.4% 16 qtrs
10 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 980.2K -100.8K (-9.3%) 1.48M -519.7K (-26.0%) 1.06% -0.113 pp 0.00% -0.002 pp USD3.03 -50.2% 12 qtrs
11 FORMULA GROWTH LTD 900.0K -250.0K (-21.7%) 1.36M -768.5K (-36.1%) 0.97% -0.274 pp 0.52% -0.233 pp USD3.46 -56.4% 12 qtrs
12 STATE STREET CORP 713.6K +40.4K (+6.0%) 1.08M -167.8K (-13.5%) 0.77% +0.041 pp 0.00% +0.000 pp USD3.86 -60.9% 17 qtrs
13 RENAISSANCE TECHNOLOGIES LLC 679.6K -24.3K (-3.4%) 1.03M -275.9K (-21.2%) 0.73% -0.029 pp 0.00% 0.000 pp USD3.95 -61.8% 16 qtrs
14 MORGAN STANLEY 531.3K -130.0K (-19.7%) 802.2K -421.2K (-34.4%) 0.57% -0.143 pp 0.00% +0.000 pp USD4.68 -67.7% 17 qtrs
15 IEQ CAPITAL, LLC 482.8K -28.8K (-5.6%) 729.1K -217.4K (-23.0%) 0.52% -0.033 pp 0.00% -0.001 pp USD16.36 -90.8% 15 qtrs
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 448.3K -346.0 (-0.1%) 677.0K -153.1K (-18.4%) 0.48% -0.002 pp 0.00% +0.000 pp USD8.63 -82.5% 17 qtrs
17 NORTHERN TRUST CORP 418.1K -32.9K (-7.3%) 631.3K -202.9K (-24.3%) 0.45% -0.037 pp 0.00% +0.000 pp USD4.17 -63.8% 17 qtrs
18 TWO SIGMA INVESTMENTS, LP 370.7K +97.6K (+35.7%) 559.8K +54.5K (+10.8%) 0.40% +0.105 pp 0.00% +0.000 pp USD2.63 -42.6% 11 qtrs
19 GOLDMAN SACHS GROUP INC 294.0K -30.6K (-9.4%) 444.0K -156.5K (-26.1%) 0.32% -0.034 pp 0.00% +0.000 pp USD3.09 -51.1% 17 qtrs
20 TWO SIGMA ADVISERS, LP 264.4K +20.1K (+8.2%) 399.2K -52.7K (-11.7%) 0.29% +0.021 pp 0.00% 0.000 pp USD2.73 -44.7% 11 qtrs
21 QUBE RESEARCH & TECHNOLOGIES LTD 264.1K -84.5K (-24.2%) 398.7K -246.0K (-38.2%) 0.29% -0.092 pp 0.00% 0.000 pp USD2.52 -40.1% 6 qtrs
22 BANK OF NEW YORK MELLON CORP 233.6K +63.4K (+37.2%) 352.7K +37.8K (+12.0%) 0.25% +0.068 pp 0.00% +0.000 pp USD2.46 -38.6% 5 qtrs
23 XTX TOPCO LTD 191.4K +10.2K (+5.6%) 289.0K -46.3K (-13.8%) 0.21% +0.010 pp 0.01% -0.010 pp USD2.07 -27.1% 8 qtrs
24 EXCHANGE TRADED CONCEPTS, LLC 173.7K -103.6K (-37.4%) 262.3K -250.8K (-48.9%) 0.19% -0.113 pp 0.00% -0.002 pp USD3.25 -53.5% 5 qtrs
25 AQR CAPITAL MANAGEMENT LLC 160.8K -95.1K (-37.2%) 242.8K -230.6K (-48.7%) 0.17% -0.104 pp 0.00% 0.000 pp USD1.85 -18.4% 2 qtrs
26 MACKENZIE FINANCIAL CORP 160.2K +160.2K (+100.0%) 239.9K +239.9K (+100.0%) 0.17% +0.173 pp 0.00% +0.000 pp USD1.51 +0.0% 1 qtrs NEW
27 DIMENSIONAL FUND ADVISORS LP 147.1K -150.8K (-50.6%) 222.0K -329.6K (-59.7%) 0.16% -0.164 pp 0.00% 0.000 pp USD2.82 -46.5% 5 qtrs
28 BRIDGEWAY CAPITAL MANAGEMENT, LLC 144.3K +— (+0.0%) 217.9K -49.1K (-18.4%) 0.16% -0.001 pp 0.00% -0.001 pp USD2.15 -29.8% 9 qtrs
29 BARCLAYS PLC 134.7K +74.8K (+125.1%) 203.4K +86.1K (+73.4%) 0.15% +0.081 pp 0.00% +0.000 pp USD2.38 -36.6% 12 qtrs
30 AMERICAN CENTURY COMPANIES INC 121.4K +— (+0.0%) 183.4K -41.3K (-18.4%) 0.13% 0.000 pp 0.00% +0.000 pp USD2.67 -43.4% 6 qtrs
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 108.1K +23.9K (+28.3%) 163.3K +7.4K (+4.7%) 0.12% +0.026 pp 0.00% +0.000 pp USD2.83 -46.6% 14 qtrs
32 WEALTHSPIRE ADVISORS, LLC 106.2K +40.0K (+60.4%) 160.4K +37.9K (+30.9%) 0.11% +0.043 pp 0.00% +0.001 pp USD1.94 -22.2% 9 qtrs
33 BANK OF AMERICA CORP /DE/ 94.8K -11.1K (-10.5%) 143.1K -52.8K (-26.9%) 0.10% -0.012 pp 0.00% +0.000 pp USD3.25 -53.5% 17 qtrs
34 UBS GROUP AG 92.1K +25.9K (+39.1%) 139.1K +16.6K (+13.5%) 0.10% +0.028 pp 0.00% +0.000 pp USD2.69 -43.9% 16 qtrs
35 HSBC HOLDINGS PLC 84.3K +20.5K (+32.0%) 126.9K +7.5K (+6.3%) 0.09% +0.022 pp 0.00% +0.000 pp USD3.63 -58.4% 12 qtrs
36 NUVEEN, LLC 77.7K +— (+0.0%) 117.3K -26.4K (-18.4%) 0.08% 0.000 pp 0.00% +0.000 pp USD2.59 -41.7% 3 qtrs
37 WELLS FARGO & COMPANY/MN 70.0K +26.2K (+59.9%) 105.8K +24.7K (+30.5%) 0.08% +0.028 pp 0.00% +0.000 pp USD2.22 -32.0% 17 qtrs
38 JPMORGAN CHASE & CO 59.4K -41.1K (-40.9%) 89.6K -96.3K (-51.8%) 0.06% -0.045 pp 0.00% +0.000 pp USD3.84 -60.7% 17 qtrs
39 CITIGROUP INC 57.8K +56.2K (+3,332.9%) 87.3K +84.2K (+2,702.2%) 0.06% +0.061 pp 0.00% +0.000 pp USD1.53 -1.3% 15 qtrs
40 COLDSTREAM CAPITAL MANAGEMENT INC 55.8K +5.4K (+10.8%) 84.2K -8.9K (-9.6%) 0.06% +0.006 pp 0.00% 0.000 pp USD1.82 -17.0% 4 qtrs
41 VONTOBEL HOLDING LTD. 54.1K -808.0 (-1.5%) 81.7K -19.9K (-19.6%) 0.06% -0.001 pp 0.00% +0.000 pp USD2.98 -49.3% 4 qtrs
42 CITADEL ADVISORS LLC 48.2K -148.4K (-75.5%) 72.8K -291.0K (-80.0%) 0.05% -0.161 pp 0.00% +0.000 pp USD3.35 -54.9% 17 qtrs
43 DEUTSCHE BANK AG\ 47.4K -53.3K (-52.9%) 71.5K -114.7K (-61.6%) 0.05% -0.058 pp 0.00% +0.000 pp USD1.85 -18.4% 2 qtrs
44 HRT FINANCIAL LP 45.1K +45.1K (+100.0%) 68.0K +68.0K (+100.0%) 0.05% +0.049 pp 0.00% +0.000 pp USD1.51 +0.0% 1 qtrs NEW
45 RHUMBLINE ADVISERS 42.8K -12.9K (-23.1%) 64.6K -38.4K (-37.3%) 0.05% -0.014 pp 0.00% +0.000 pp USD2.59 -41.7% 3 qtrs
46 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 42.3K -69.1K (-62.0%) 64.0K -142.0K (-68.9%) 0.05% -0.075 pp 0.01% -0.020 pp USD2.44 -38.1% 7 qtrs
47 NEW YORK STATE COMMON RETIREMENT FUND 40.5K +— (+0.0%) 61.2K -13.8K (-18.4%) 0.04% 0.000 pp 0.00% +0.000 pp USD2.59 -41.7% 3 qtrs
48 PRELUDE CAPITAL MANAGEMENT, LLC 36.4K +— (+0.0%) 55.0K -12.4K (-18.4%) 0.04% 0.000 pp 0.00% -0.001 pp USD2.29 -34.1% 3 qtrs
49 WILLIAMS & NOVAK, LLC 34.9K +4.4K (+14.4%) 52.8K -3.7K (-6.6%) 0.04% +0.005 pp 0.04% -0.004 pp USD1.81 -16.6% 2 qtrs
50 33.0K +33.0K (+100.0%) 49.8K +49.8K (+100.0%) 0.04% +0.036 pp 0.00% +0.005 pp USD1.51 +0.0% 1 qtrs NEW
51 PRENTISS SMITH & CO INC 32.5K +32.5K (+100.0%) 49.1K +49.1K (+100.0%) 0.04% +0.035 pp 0.03% +0.029 pp USD1.51 +0.0% 1 qtrs NEW
52 INVESCO LTD. 32.0K -6.9K (-17.6%) 48.4K -23.6K (-32.8%) 0.03% -0.008 pp 0.00% +0.000 pp USD2.57 -41.2% 3 qtrs
53 BALYASNY ASSET MANAGEMENT L.P. 31.6K +17.6K (+126.1%) 47.7K +21.9K (+84.6%) 0.03% +0.019 pp 0.00% +0.000 pp USD1.66 -9.0% 7 qtrs
54 PRICE T ROWE ASSOCIATES INC /MD/ 30.1K +— (+0.0%) 46.0K -10.0K (-17.9%) 0.03% 0.000 pp 0.00% +0.000 pp USD2.59 -41.7% 3 qtrs
55 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 28.5K +880.0 (+3.2%) 43.1K -8.1K (-15.8%) 0.03% +0.001 pp 0.00% +0.000 pp USD2.56 -41.0% 3 qtrs
56 HIGHTOWER ADVISORS, LLC 27.4K +— (+0.0%) 41.4K -9.3K (-18.4%) 0.03% 0.000 pp 0.00% +0.000 pp USD1.56 -3.2% 7 qtrs
57 INTECH INVESTMENT MANAGEMENT LLC 27.0K -3.5K (-11.4%) 40.8K -15.6K (-27.7%) 0.03% -0.004 pp 0.00% 0.000 pp USD2.55 -40.8% 3 qtrs
58 ROYCE & ASSOCIATES LP 25.5K -4.6K (-15.4%) 38.5K -17.2K (-30.9%) 0.03% -0.005 pp 0.00% 0.000 pp USD2.34 -35.5% 3 qtrs
59 GSA CAPITAL PARTNERS LLP 22.6K -288.1K (-92.7%) 34.0K -541.0K (-94.1%) 0.02% -0.312 pp 0.00% -0.045 pp USD2.90 -47.9% 6 qtrs
60 QUADRATURE CAPITAL LTD 22.1K -1.9K (-8.1%) 33.4K -11.3K (-25.2%) 0.02% -0.002 pp 0.00% 0.000 pp USD1.85 -18.4% 10 qtrs
61 GLOBEFLEX CAPITAL L P 21.8K +— (+0.0%) 32.9K -7.4K (-18.4%) 0.02% 0.000 pp 0.01% -0.001 pp USD2.59 -41.7% 3 qtrs
62 FMR LLC 20.3K +17.5K (+616.0%) 30.7K +25.4K (+484.4%) 0.02% +0.019 pp 0.00% +0.000 pp USD1.64 -7.9% 17 qtrs
63 SAND HILL GLOBAL ADVISORS, LLC 20.3K +— (+0.0%) 30.7K -6.9K (-18.4%) 0.02% 0.000 pp 0.00% 0.000 pp USD17.79 -91.5% 15 qtrs
64 BNP PARIBAS ARBITRAGE, SNC 19.7K -123.4K (-86.2%) 29.8K -235.1K (-88.7%) 0.02% -0.134 pp 0.00% 0.000 pp USD3.35 -54.9% 5 qtrs
65 JANE STREET GROUP, LLC 18.8K -22.0K (-53.9%) 28.4K -47.2K (-62.4%) 0.02% -0.024 pp 0.00% +0.000 pp USD1.85 -18.4% 13 qtrs
66 SG AMERICAS SECURITIES, LLC 17.8K +17.8K (+100.0%) 27.0K +27.0K (+100.0%) 0.02% +0.019 pp 0.00% +0.000 pp USD1.51 +0.0% 5 qtrs
67 FRANKLIN RESOURCES INC 17.3K -1.1K (-6.1%) 26.1K -8.0K (-23.4%) 0.02% -0.001 pp 0.00% +0.000 pp USD1.85 -18.4% 2 qtrs
68 ABEL HALL, LLC 16.2K +16.2K (+100.0%) 24.5K +24.5K (+100.0%) 0.02% +0.018 pp 0.01% +0.006 pp USD1.51 +0.0% 1 qtrs NEW
69 JACOBS LEVY EQUITY MANAGEMENT, INC 15.6K +15.6K (+100.0%) 23.6K +23.6K (+100.0%) 0.02% +0.017 pp 0.00% +0.000 pp USD1.51 +0.0% 1 qtrs NEW
70 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 15.6K +15.6K (+100.0%) 23.5K +23.5K (+100.0%) 0.02% +0.017 pp 0.00% +0.000 pp USD1.51 +0.0% 1 qtrs NEW
71 MARINER, LLC 15.5K +334.0 (+2.2%) 23.4K -4.7K (-16.6%) 0.02% +0.000 pp 0.00% +0.000 pp USD2.81 -46.3% 5 qtrs
72 GRAHAM CAPITAL MANAGEMENT, L.P. 15.2K +15.2K (+100.0%) 22.9K +22.9K (+100.0%) 0.02% +0.016 pp 0.00% +0.001 pp USD1.51 +0.0% 1 qtrs NEW
73 SIMPLEX TRADING, LLC 13.2K +13.2K (+100.0%) 20.0K +20.0K (+100.0%) 0.01% +0.014 pp 0.00% +0.000 pp USD1.51 +0.0% 8 qtrs
74 GROUP ONE TRADING, L.P. 12.9K +6.9K (+113.5%) 19.5K +8.3K (+74.3%) 0.01% +0.007 pp 0.00% +0.000 pp USD2.09 -27.8% 6 qtrs
75 VOYA INVESTMENT MANAGEMENT LLC 12.5K +— (+0.0%) 18.9K -4.3K (-18.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD2.59 -41.7% 3 qtrs
76 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 12.4K +— (+0.0%) 18.8K -4.2K (-18.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD2.59 -41.7% 3 qtrs
77 PROSHARE ADVISORS LLC 10.9K +698.0 (+6.8%) 16.5K -2.4K (-12.8%) 0.01% +0.001 pp 0.00% +0.000 pp USD2.52 -40.1% 3 qtrs
78 ALLIANCEBERNSTEIN L.P. 10.2K +— (+0.0%) 15.4K -3.5K (-18.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD2.59 -41.7% 3 qtrs
79 MUTUAL ADVISORS, LLC 10.0K +— (+0.0%) 15.1K -1.7K (-10.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD1.96 -23.0% 6 qtrs
80 CWM, LLC 10.0K -9.6K (-48.9%) 15.0K -21.0K (-58.3%) 0.01% -0.010 pp 0.00% 0.000 pp USD1.85 -18.4% 2 qtrs
81 ADVISOR GROUP HOLDINGS, INC. 9.6K +— (+0.0%) 14.5K -4.0K (-21.8%) 0.01% +0.000 pp 0.00% +0.000 pp USD9.86 -84.7% 17 qtrs
82 RUSSELL INVESTMENTS GROUP, LTD. 9.0K +4.0K (+80.7%) 13.5K +4.4K (+47.5%) 0.01% +0.004 pp 0.00% +0.000 pp USD1.70 -11.2% 2 qtrs
83 STATE OF ALASKA, DEPARTMENT OF REVENUE 8.6K +8.6K (+100.0%) 13.0K +13.0K (+100.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD1.51 +0.0% 1 qtrs NEW
84 TOWER RESEARCH CAPITAL LLC (TRC) 6.8K +81.0 (+1.2%) 10.3K -2.2K (-17.4%) 0.01% +0.000 pp 0.00% 0.000 pp USD2.62 -42.4% 16 qtrs
85 AMERITAS INVESTMENT PARTNERS, INC. 6.1K +— (+0.0%) 9.2K -2.1K (-18.4%) 0.01% +0.000 pp 0.00% 0.000 pp USD2.59 -41.7% 3 qtrs
86 LEGAL & GENERAL GROUP PLC 6.1K +— (+0.0%) 9.2K -2.1K (-18.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD2.59 -41.7% 3 qtrs
87 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3.7K -58.0 (-1.6%) 5.6K -1.4K (-19.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD2.59 -41.7% 3 qtrs
88 STERLING CAPITAL MANAGEMENT LLC 2.1K +131.0 (+6.6%) 3.2K -479.0 (-13.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.12 -28.8% 3 qtrs
89 JONES FINANCIAL COMPANIES LLLP 2.0K +— (+0.0%) 3.0K -880.0 (-22.6%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.35 -54.9% 5 qtrs
90 ROYAL BANK OF CANADA 1.9K +1.3K (+223.5%) 3.0K +2.0K (+200.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD1.84 -17.9% 3 qtrs
91 AMALGAMATED BANK 1.9K -163.0 (-8.0%) 3.0K -1.0K (-25.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD2.59 -41.7% 3 qtrs
92 COVESTOR LTD 1.6K +6.0 (+0.4%) 2.0K -1.0K (-33.3%) 0.00% +0.000 pp 0.00% -0.001 pp USD1.85 -18.4% 2 qtrs
93 SBI SECURITIES CO., LTD. 664.00 +67.0 (+11.2%) 1.0K -101.0 (-9.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.02 -50.0% 5 qtrs
94 EVERSOURCE WEALTH ADVISORS, LLC 513.00 -175.0 (-25.4%) 775.00 -498.0 (-39.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD1.85 -18.4% 2 qtrs
95 MAI CAPITAL MANAGEMENT 500.00 +500.0 (+100.0%) 755.00 +755.0 (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD1.51 +0.0% 1 qtrs NEW
96 TRUE WEALTH DESIGN, LLC 253.00 +218.0 (+622.9%) 383.00 +318.0 (+489.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.55 -2.6% 2 qtrs
97 PNC FINANCIAL SERVICES GROUP, INC. 201.00 +200.0 (+20,000.0%) 304.00 +302.0 (+15,100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.51 +0.0% 2 qtrs
98 ALLWORTH FINANCIAL LP 163.00 +71.0 (+77.2%) 247.00 +76.0 (+44.4%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.70 -11.2% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 20 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.03% 444.6K 0.60%
2 WisdomTree U.S. SmallCap Fund EES 0.02% 130.4K 0.38%
3 Vanguard Russell 2000 Growth ETF VTWG 0.00% 36.2K 0.06%
4 Schwab U.S. Small-Cap ETF SCHA 0.00% 491.4K 0.03%
5 Vanguard Russell 2000 ETF VTWO 0.00% 351.9K 0.06%
6 Vanguard Russell 2000 Value ETF VTWV 0.00% 26.0K 0.06%
7 Vanguard Information Technology ETF VGT 0.00% 1.70M 0.09%
8 Vanguard Extended Market ETF VXF 0.00% 727.5K 0.05%
9 Schwab U.S. Broad Market ETF SCHB 0.00% 216.7K 0.03%
10 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 11.3K 0.17%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
Shares disposed
30.7K
Cash buys
Cash sales
1.00
Net activity
-30,728
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
2026-04-28 Alvarez Divo Carlos Eduardo Director S-Sale D Class A Common Stock 30,728 1.01 31.0K 254,780 D
2026-03-11 McLaughlin Steven J. 10% Owner P-Purchase A Class A Common Stock 500,000 0.84 420.0K 12,203,393 I
2026-03-09 McLaughlin Steven J. 10% Owner P-Purchase A Class A Common Stock 455,911 0.95 432.7K 11,703,393 I
2026-03-06 McLaughlin Steven J. 10% Owner P-Purchase A Class A Common Stock 480,389 0.96 461.7K 11,247,482 I
2026-03-04 McLaughlin Steven J. 10% Owner P-Purchase A Class A Common Stock 327,144 1.02 335.0K 10,767,093 I
2026-03-03 McLaughlin Steven J. 10% Owner P-Purchase A Class A Common Stock 500,000 0.97 485.0K 10,439,949 I
2026-03-02 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 30,000 0.90 27.0K 1,288,480 I
2026-02-02 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 30,000 1.45 43.5K 1,318,480 I
2026-01-05 Liu Ying Director A-Award A Class A Common Stock 3,386 0.00 174,093 D
2026-01-05 Alvarez Divo Carlos Eduardo Director J-Other A LT10 Common Stock 5,312 0.00 217,759 I
2026-01-04 Alvarez Divo Carlos Eduardo Director J-Other D Class A Common Stock 7,839 0.00 290,820 D
2026-01-02 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 30,000 1.50 45.0K 1,348,480 I
2025-12-31 Alvarez Divo Carlos Eduardo Director J-Other D Class A Common Stock 20,441 0.00 298,659 D
2025-12-30 Vidal Daniel Director S-Sale D Class A Common Stock 2,825 1.52 4.3K 366,049 D
2025-12-30 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 3,923 1.52 6.0K 203,936 D
2025-12-30 Mills Jason Fahr Director S-Sale D Class A Common Stock 3,821 1.52 5.8K 486,962 D
2025-12-30 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 14,463 1.52 22.0K 212,567 D
2025-12-30 Alvarez Divo Carlos Eduardo Director S-Sale D Class A Common Stock 2,468 1.52 3.8K 325,604 D
2025-12-29 Alvarez Divo Carlos Eduardo Director Stock Option 16,380 7.21 118.1K 0 D
2025-12-17 Vidal Daniel Director S-Sale D Class A Common Stock 4,837 1.55 7.5K 366,049 D
2025-12-17 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 2,632 1.55 4.1K 203,936 D
2025-12-17 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 523 1.55 810.65 77,770 D
2025-12-17 Mills Jason Fahr Director S-Sale D Class A Common Stock 5,853 1.55 9.1K 486,962 D
2025-12-17 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 2,544 1.55 3.9K 212,567 D
2025-12-15 Vidal Daniel Director A-Award A Class A Common Stock 36,318 1.65 59.9K 354,175 D
2025-12-15 Schaffer Ryan Director / Officer A-Award A Class A Common Stock 13,555 1.65 22.4K 199,492 D
2025-12-15 Muralidharan Anuradha Director / Officer A-Award A Class A Common Stock 18,571 1.65 30.6K 77,046 D
2025-12-15 Mills Jason Fahr Director A-Award A Class A Common Stock 43,115 1.65 71.1K 469,688 D
2025-12-15 Barrett David Michael Director / Officer A-Award A Class A Common Stock 6,712 0.00 215,111 D
2025-12-01 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 30,000 1.52 45.6K 1,378,480 I
2025-11-11 Christen Timothy L Director P-Purchase A Class A Common Stock 40,000 1.43 57.2K 289,754 D
2025-11-03 Vidal Daniel Director S-Sale D Class A Common Stock 9,000 1.60 14.4K 317,857 D
2025-11-03 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 30,000 1.60 48.0K 1,408,480 I
2025-10-05 Liu Ying Director A-Award A Class A Common Stock 2,500 0.00 170,707 D
2025-10-01 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 30,000 1.79 53.7K 1,438,480 I
2025-09-19 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 14,961 1.94 29.0K 58,475 D
2025-09-18 Vidal Daniel Director S-Sale D Class A Common Stock 1,532 1.95 3.0K 326,857 D
2025-09-18 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 2,732 1.95 5.3K 185,937 D
2025-09-18 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 2,486 1.95 4.8K 73,436 D
2025-09-18 Mills Jason Fahr Director S-Sale D Class A Common Stock 1,812 1.95 3.5K 426,573 D
2025-09-18 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 10,262 1.95 20.0K 208,399 D
2025-09-16 Vidal Daniel Director S-Sale D Class A Common Stock 4,009 1.90 7.6K 328,389 D
2025-09-16 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 2,204 1.90 4.2K 188,669 D
2025-09-16 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 409 1.90 777.10 75,922 D
2025-09-16 Mills Jason Fahr Director S-Sale D Class A Common Stock 4,921 1.90 9.3K 428,385 D
2025-09-16 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 2,396 1.90 4.6K 218,661 D
2025-09-15 Vidal Daniel Director M-Exempt D Restricted Stock Units 2,825 0.00 45,205 D
2025-09-15 Schaffer Ryan Director / Officer A-Award A Class A Common Stock 6,098 0.00 186,951 D
2025-09-15 Muralidharan Anuradha Director / Officer M-Exempt A LT50 Common Stock 3,168 0.00 140,545 I
2025-09-15 Mills Jason Fahr Director M-Exempt D Restricted Stock Units 3,821 0.00 61,140 D
2025-09-15 Barrett David Michael Director / Officer A-Award A Class A Common Stock 6,507 0.00 206,594 D
2025-09-02 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 30,000 1.92 57.6K 1,468,480 I
2025-08-27 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 25,245 1.94 49.0K 61,041 D
2025-08-20 Vidal Daniel Director S-Sale D Class A Common Stock 1,050 1.72 1.8K 289,474 D
2025-08-20 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 1,203 1.72 2.1K 174,104 D
2025-08-20 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 1,558 1.72 2.7K 86,286 D
2025-08-20 Mills Jason Fahr Director S-Sale D Class A Common Stock 1,387 1.72 2.4K 368,401 D
2025-08-19 Vidal Daniel Director A-Award A Class A Common Stock 3,707 0.00 290,524 D
2025-08-19 Schaffer Ryan Director / Officer A-Award A Class A Common Stock 3,309 0.00 175,307 D
2025-08-19 Muralidharan Anuradha Director / Officer A-Award A Class A Common Stock 3,805 0.00 87,844 D
2025-08-19 Mills Jason Fahr Director A-Award A Class A Common Stock 5,604 0.00 369,788 D
2025-08-01 Vidal Daniel Director S-Sale D Class A Common Stock 9,000 1.95 17.6K 286,817 D
2025-08-01 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 30,000 1.94 58.2K 1,498,480 I
2025-07-05 Liu Ying Director A-Award A Class A Common Stock 2,128 0.00 168,207 D
2025-07-01 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 30,000 2.56 76.8K 1,528,480 I
2025-06-18 Vidal Daniel Director S-Sale D Class A Common Stock 1,582 2.22 3.5K 294,235 D
2025-06-18 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 2,820 2.22 6.3K 169,178 D
2025-06-18 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 2,566 2.22 5.7K 81,473 D
2025-06-18 Mills Jason Fahr Director S-Sale D Class A Common Stock 1,869 2.22 4.1K 362,315 D
2025-06-18 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 10,589 2.22 23.5K 200,087 D
2025-06-17 Vidal Daniel Director S-Sale D Class A Common Stock 3,354 2.28 7.6K 295,817 D
2025-06-17 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 1,883 2.28 4.3K 171,998 D
2025-06-17 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 521 2.28 1.2K 84,039 D
2025-06-17 Mills Jason Fahr Director S-Sale D Class A Common Stock 4,068 2.28 9.3K 364,184 D
2025-06-17 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 2,247 2.28 5.1K 210,676 D
2025-06-15 Vidal Daniel Director M-Exempt D Restricted Stock Units 2,826 0.00 48,030 D
2025-06-15 Schaffer Ryan Director / Officer M-Exempt A Class A Common Stock 3,923 0.00 173,881 D
2025-06-15 Muralidharan Anuradha Director / Officer M-Exempt A Class A Common Stock 3,169 0.00 84,560 D
2025-06-15 Mills Jason Fahr Director M-Exempt A Class A Common Stock 3,821 0.00 368,252 D
2025-06-15 Barrett David Michael Director / Officer M-Exempt A Class A Common Stock 14,463 0.00 212,923 D
2025-06-13 Vidal Daniel Director A-Award A Class A Common Stock 22,316 2.29 51.1K 284,030 D
2025-06-13 Schaffer Ryan Director / Officer A-Award A Class A Common Stock 5,382 0.00 169,958 D
2025-06-13 Pao Ellen Director A-Award A Class A Common Stock 51,230 0.00 169,008 D
2025-06-13 Muralidharan Anuradha Director / Officer A-Award A Class A Common Stock 1,322 0.00 81,391 D
2025-06-13 Mills Jason Fahr Director A-Award A Class A Common Stock 36,486 2.29 83.6K 347,348 D
2025-06-13 Liu Ying Director A-Award A Class A Common Stock 51,230 0.00 166,079 D
2025-06-13 Christen Timothy L Director A-Award A Class A Common Stock 51,230 0.00 249,754 D
2025-06-13 Barrett David Michael Director / Officer A-Award A Class A Common Stock 6,304 0.00 198,460 D
2025-05-30 Vidal Daniel Director S-Sale D Class A Common Stock 909 2.22 2.0K 261,714 D
2025-05-30 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 716 2.22 1.6K 156,148 D
2025-05-30 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 90 2.22 199.80 68,464 D
2025-05-30 Mills Jason Fahr Director S-Sale D Class A Common Stock 821 2.22 1.8K 310,862 D
2025-05-29 Vidal Daniel Director A-Award A Class A Common Stock 3,220 0.00 262,623 D
2025-05-29 Schaffer Ryan Director / Officer A-Award A Class A Common Stock 1,973 0.00 156,864 D
2025-05-29 Muralidharan Anuradha Director / Officer A-Award A Class A Common Stock 220 0.00 68,554 D
2025-05-29 Mills Jason Fahr Director A-Award A Class A Common Stock 3,325 0.00 311,683 D
2025-05-15 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 30,000 2.35 70.5K 1,558,480 I
2025-04-23 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 22,873 2.84 65.0K 1,588,480 I
2025-04-22 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 22,992 2.79 64.1K 1,611,353 I
2025-04-21 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 39,399 2.75 108.3K 1,634,345 I
2025-04-17 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 32,079 2.79 89.5K 1,673,744 I
2025-04-16 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 22,767 2.70 61.5K 1,705,823 I
2025-04-15 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 25,686 2.83 72.7K 1,728,590 I
2025-04-05 Liu Ying Director A-Award A Class A Common Stock 1,515 0.00 114,849 D
2025-03-28 Vidal Daniel Director S-Sale D Class A Common Stock 9,000 3.15 28.4K 232,428 D
2025-03-21 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 2,900 3.20 9.3K 1,754,276 I
2025-03-20 Vidal Daniel Director S-Sale D Class A Common Stock 3,193 3.27 10.4K 259,403 D
2025-03-20 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 1,474 3.27 4.8K 154,891 D
2025-03-20 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 143 3.27 467.61 68,334 D
2025-03-20 Mills Jason Fahr Director S-Sale D Class A Common Stock 3,774 3.27 12.3K 308,358 D
2025-03-20 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 2,411 3.27 7.9K 192,156 D
2025-03-19 Vidal Daniel Director S-Sale D Class A Common Stock 1,674 3.31 5.5K 262,596 D
2025-03-19 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 2,494 3.31 8.3K 156,365 D
2025-03-19 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 2,738 3.31 9.1K 68,477 D
2025-03-19 Mills Jason Fahr Director S-Sale D Class A Common Stock 1,996 3.31 6.6K 312,132 D
2025-03-19 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 37,001 3.27 121.0K 1,808,231 I
2025-03-18 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 44,716 3.33 148.9K 1,845,232 I
2025-03-17 Vidal Daniel Director A-Award A Class A Common Stock 10,605 0.00 264,270 D
2025-03-17 Schaffer Ryan Director / Officer A-Award A Class A Common Stock 4,598 0.00 158,859 D
2025-03-17 Muralidharan Anuradha Director / Officer A-Award A Class A Common Stock 328 0.00 71,215 D
2025-03-17 Mills Jason Fahr Director A-Award A Class A Common Stock 14,339 0.00 314,128 D
2025-03-17 Barrett David Michael Director / Officer A-Award A Class A Common Stock 6,118 0.00 205,870 D
2025-03-15 Vidal Daniel Director M-Exempt A LT50 Common Stock 2,825 0.00 152,194 I
2025-03-15 Schaffer Ryan Director / Officer M-Exempt A Class A Common Stock 3,922 0.00 154,261 D
2025-03-15 Muralidharan Anuradha Director / Officer M-Exempt A Class A Common Stock 3,168 0.00 70,887 D
2025-03-15 Mills Jason Fahr Director M-Exempt A Class A Common Stock 3,822 0.00 299,789 D
2025-03-15 Barrett David Michael Director / Officer M-Exempt A Class A Common Stock 14,463 0.00 199,752 D
2025-03-14 Vidal Daniel Director A-Award A Class A Common Stock 11,803 3.80 44.9K 250,840 D
2025-03-14 Schaffer Ryan Director / Officer A-Award A Class A Common Stock 2,712 3.80 10.3K 150,339 D
2025-03-14 Mills Jason Fahr Director A-Award A Class A Common Stock 17,923 3.80 68.1K 295,967 D
2025-03-07 Vidal Daniel Director S-Sale D Class A Common Stock 2,391 3.53 8.4K 239,037 D
2025-03-07 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 2,002 3.53 7.1K 147,627 D
2025-03-07 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 6,884 3.53 24.3K 67,719 D
2025-03-07 Mills Jason Fahr Director S-Sale D Class A Common Stock 2,618 3.53 9.2K 278,044 D
2025-03-06 Vidal Daniel Director A-Award A Class A Common Stock 6,868 0.00 241,428 D
2025-03-06 Schaffer Ryan Director / Officer A-Award A Class A Common Stock 6,125 0.00 149,629 D
2025-03-06 Muralidharan Anuradha Director / Officer A-Award A Class A Common Stock 14,980 0.00 74,603 D
2025-03-06 Mills Jason Fahr Director A-Award A Class A Common Stock 10,438 0.00 280,662 D
2025-02-21 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 30,093 3.32 99.9K 1,917,279 I
2025-02-20 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 31,781 3.43 109.0K 1,947,372 I
2025-02-19 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 47,437 3.48 165.1K 1,979,153 I
2025-02-18 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 45,643 3.68 168.0K 2,026,590 I
2025-01-23 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 16,715 3.27 54.7K 2,072,233 I
2025-01-22 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 21,966 3.31 72.7K 2,088,948 I
2025-01-21 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 36,289 3.32 120.5K 2,110,914 I
2025-01-17 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 32,473 3.41 110.7K 2,147,203 I
2025-01-16 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 24,111 3.40 82.0K 2,179,676 I
2025-01-15 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 30,000 3.50 105.0K 2,203,787 I
2025-01-05 Liu Ying Director A-Award A Class A Common Stock 1,416 0.00 113,334 D
2025-01-05 Christen Timothy L Director A-Award A Class A Common Stock 3,541 0.00 198,524 D
2024-12-24 Vidal Daniel Director M-Exempt A Class A Common Stock 1,990 0.97 1.9K 234,560 D
2024-12-20 Christen Timothy L Director S-Sale D Class A Common Stock 18,273 3.59 65.6K 194,983 D
2024-12-18 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 12,320 3.85 47.4K 4,614 D
2024-12-18 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 6,152 3.83 23.6K 2,233,787 I
2024-12-17 Vidal Daniel Director S-Sale D Class A Common Stock 2,818 3.82 10.8K 231,781 D
2024-12-17 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 1,292 3.82 4.9K 171,640 D
2024-12-17 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 139 3.82 530.98 16,934 D
2024-12-17 Mills Jason Fahr Director S-Sale D Class A Common Stock 3,276 3.82 12.5K 356,162 D
2024-12-17 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 3,320 3.82 12.7K 1,210,340 D
2024-12-16 Vidal Daniel Director S-Sale D Class A Common Stock 1,649 3.84 6.3K 213,992 D
2024-12-16 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 2,437 3.84 9.4K 166,497 D
2024-12-16 Muralidharan Anuradha Director / Officer A-Award A Class A Common Stock 319 0.00 17,073 D
2024-12-16 Mills Jason Fahr Director A-Award A Class A Common Stock 12,478 0.00 359,438 D
2024-12-16 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 68,380 3.84 262.6K 2,309,939 I
2024-12-15 Vidal Daniel Director M-Exempt D Restricted Stock Units 2,825 0.00 53,681 D
2024-12-15 Schaffer Ryan Director / Officer M-Exempt A LT50 Common Stock 3,923 0.00 50,993 I
2024-12-15 Muralidharan Anuradha Director / Officer M-Exempt A Class A Common Stock 3,169 0.00 19,430 D
2024-12-15 Mills Jason Fahr Director M-Exempt D Restricted Stock Units 3,821 0.00 72,604 D
2024-12-15 Barrett David Michael Director / Officer M-Exempt A Class A Common Stock 14,463 0.00 1,220,947 D
2024-12-06 Vidal Daniel Director S-Sale D Class A Common Stock 2,419 3.65 8.8K 212,816 D
2024-12-06 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 2,494 3.65 9.1K 165,011 D
2024-12-06 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 8,658 3.65 31.6K 16,261 D
2024-12-06 Mills Jason Fahr Director S-Sale D Class A Common Stock 3,357 3.65 12.3K 328,634 D
2024-12-05 Vidal Daniel Director A-Award A Class A Common Stock 8,479 0.00 215,235 D
2024-12-05 Schaffer Ryan Director / Officer A-Award A Class A Common Stock 8,210 0.00 167,505 D
2024-12-05 Muralidharan Anuradha Director / Officer A-Award A Class A Common Stock 20,978 0.00 24,919 D
2024-12-05 Mills Jason Fahr Director A-Award A Class A Common Stock 13,459 0.00 331,991 D
2024-12-03 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 29,410 3.40 100.0K 3,941 D
2024-11-22 Barrett David Michael Director / Officer M-Exempt D Stock Option 473,930 0.21 99.5K 0 D
2024-11-20 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 15,454 2.91 45.0K 2,378,319 I
2024-11-19 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 70,000 2.78 194.6K 2,393,773 I
2024-11-18 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 45,094 2.70 121.8K 2,463,773 I
2024-11-15 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 58,226 2.76 160.7K 2,508,867 I
2024-11-14 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 5,739 2.93 16.8K 33,351 D
2024-11-08 Schaffer Ryan Director / Officer M-Exempt D Stock Option 12,500 0.97 12.1K 220,283 D
2024-10-05 Liu Ying Director A-Award A Class A Common Stock 2,252 0.00 111,918 D
2024-10-05 Christen Timothy L Director A-Award A Class A Common Stock 5,631 0.00 213,256 D
2024-09-17 Vidal Daniel Director A-Award A Class A Common Stock 14,863 2.42 36.0K 201,192
2024-09-17 Schaffer Ryan Director / Officer A-Award A Class A Common Stock 3,374 0.00 160,415
2024-09-17 Muralidharan Anuradha Director / Officer A-Award A Class A Common Stock 438 0.00 39,288
2024-09-17 Mills Jason Fahr Director A-Award A Class A Common Stock 10,503 0.00 321,394
2024-09-17 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 2,173 2.27 4.9K 177,451
2024-09-16 Vidal Daniel Director S-Sale D Class A Common Stock 1,805 2.28 4.1K 186,329
2024-09-16 Schaffer Ryan Director / Officer S-Sale D Class A Common Stock 2,667 2.28 6.1K 153,786
2024-09-16 Muralidharan Anuradha Director / Officer S-Sale D Class A Common Stock 2,928 2.28 6.7K 38,850
2024-09-16 Mills Jason Fahr Director S-Sale D Class A Common Stock 2,134 2.28 4.9K 288,994
2024-09-16 Barrett David Michael Director / Officer S-Sale D Class A Common Stock 11,095 2.28 25.3K 173,820
2024-09-15 Vidal Daniel Director M-Exempt D Restricted Stock Units 2,826 0.00 56,506
2024-09-15 Schaffer Ryan Director / Officer M-Exempt A Class A Common Stock 3,922 0.00 156,453
2024-09-15 Muralidharan Anuradha Director / Officer M-Exempt A LT50 Common Stock 3,168 0.00 127,871

Executive team

Top executives
EBIT / Employee
-139.3K
Shares Outstanding
88.64M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 David Barrett Chief Executive Officer 1.85M 57.9K 1.90M 3.04%
2 2025 Anu Muralidharan Former Chief Operating Officer 1.11M 71.3K 558.2K 1.74M 4.10%
3 2025 Ryan Schaffer Chief Financial Officer 1.15M 83.7K 7.5K 1.24M 6.75%
4 2024 David Barrett Chief Executive Officer 1.86M 221.5K 2.08M 10.65%
5 2024 Ryan Schaffer Chief Financial Officer 1.06M 164.4K 7.8K 1.24M 13.29%
6 2024 Anu Muralidharan Chief Operating Officer 860.4K 319.2K 9.7K 1.19M 26.84%
7 2024 Anu Muralidharan Former Chief Operating Officer 860.4K 319.2K 9.7K 1.19M 26.84%
8 2023 David Barrett Chief Executive Officer 1.67M 166.6K 1.84M 9.07%
9 2023 Ryan Schaffer Chief Financial Officer 1.04M 89.7K 7.9K 1.13M 7.92%
10 2023 Anu Muralidharan Chief Operating Officer 710.6K 220.4K 12.6K 943.5K 23.35%
11 2022 David Barrett Chief Executive Officer 1.61M 48.6K 1.65M 2.93%
12 2022 Ryan Schaffer Chief Financial Officer 854.2K 10.5K 1.8K 8.3K 874.8K 0.20%
13 2022 Anu Muralidharan Chief Operating Officer 447.0K 10.1K 13.6K 470.7K 2.14%
14 2021 David Barrett Chief Executive Officer 1.06M 18.91M 19.97M 94.71%
15 2021 Ryan Schaffer Chief Financial Officer 725.3K 566.5K 5.13M 174.8K 2.96M 9.55M 55.52%
16 2021 Anu Muralidharan Chief Operating Officer 163.7K 634.4K 4.14M 351.4K 575.1K 5.87M 76.60%
17 2020 David Barrett Chief Executive Officer 933.1K 126.9K 1.06M 11.97%
18 2020 Ryan Schaffer Chief Financial Officer 677.0K 109.8K 35.9K 37.5K 860.1K 4.18%
19 2020 Anu Muralidharan Chief Operating Officer 166.3K 8.4K 214.5K 18.8K 407.9K 52.58%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2026-03-31 PRE 14A
2025-04-25 DEFA14A
2025-04-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-30 4
2026-04-21 8-K
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2026-03-31 PRE 14A
2026-03-26 SC 13G/A
2026-03-18 4
2026-03-03 4

Executive team

NameTitleCompensationGender
David Barrett Founder, Chief Executive Officer, President & Director 2M male
Ryan Schaffer Chief Financial Officer & Director 1M male
Carlos Alvarez Divo Director of Engineering & Director male
Cole Eason Chief Compliance Officer & Corporate Secretary male
Daniel Vidal Chief Strategy Officer & Director male
Jason Fahr Mills Chief Product Officer & Director male
ESG Rating
B+
SOFTWARE - APPLICATION
2026
E (Environmental)
64.8 / 66.0
Company / Sector avg.
S (Social)
66.8 / 69.5
Company / Sector avg.
G (Governance)
64.5 / 67.5
Company / Sector avg.
ESG Total
65.4 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits