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Figure Technology Solutions, Inc. Class A Common Stock (FIGR)

USD29.74 -2.06 (-6.48%)
US NASDAQ Financial Services Financial - Capital Markets
Address 100 West Liberty Street 89501
Reno, NV, US
CEO Michael Benjamin Tannenbaum
Website figure.com
IPO 2025-09-11
CIK 2064124 ISIN US3493811034

Explore sections of this company profile

Description

Figure Technology Solutions, Inc. specializes in creating and operating advanced blockchain-based platforms, primarily serving the consumer finance industry. The company provides a comprehensive suite of distributed ledger technology solutions designed to facilitate various marketplace activities, including lending, trading, and investing. Founded in 2018, Figure Technology Solutions is based in Reno, Nevada. The entity was formerly known as FT Intermediate, Inc., adopting its current name in August 2025.

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
USD29.74 -2.06 (-6.48%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
-0.21
Float Shares
116.39M
Free Float %
64.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.36% +5.31% +9.81% +11.93% +14.19% -3.28% +26.97% +26.97% +26.97% +26.97% +26.97%
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 (7 ratings, all time) Buy
Price Targets & DCF
Current price
29.74
Low 49.00 +64.8%
Consensus 62.75 +111.0%
Median 63.50 +113.5%
High 75.00 +152.2%
Ratings Trend (MoM) 75% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 3 0
Hold 1 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
52.00
+74.8%
Last Year 16
54.31
+82.6%
All Time 16
54.31
+82.6%
Quality scores
Altman Z-Score
3.79
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Capital Markets: +19.7%
    +81.5% Q1'26: +201.4% (vs Q1'25)
  • EPS growth Financial - Capital Markets: +35.3%
    +965.4% Q1'26: +9,330.8% (vs Q1'25)
  • FCF margin FCF growth · Financial - Capital Markets: +29.5%
    -1,264.8% Q1'26: -1,248.7% (vs Q1'25)
  • EBIT margin Financial - Capital Markets: +33.5%
    +32.1% Q1'26: +0.0% (vs Q1'25)
  • ROIC Financial - Capital Markets: +4.0%
    +79.6% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Financial - Capital Markets: +0.0%
    +36.9% Q1'26: +20.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×
    0.92× Q1'26: 1.39× (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 (-0.45) × ERP
WACC = 99% × Ke + 1% × Kd (29.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 29.74
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 2025
actual
Dec 2026
6 Rev. Ana.
3 EPS Ana.
Dec 2027
6 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
506.87M
est: 512.30M (-1.1%)
729.72M
720.47M – 738.96M
+42.4% YoY
895.17M
880.73M – 909.60M
+22.7% YoY
1.07B
1.04B – 1.11B
+20.0% YoY
EBITDA
178.80M
est: 135.32M (+32.1%)
192.75M
190.31M – 195.19M
+42.4% YoY
236.45M
232.64M – 240.26M
+22.7% YoY
283.69M
273.68M – 293.69M
+20.0% YoY
EBIT
162.55M
est: 99.55M (+63.3%)
141.80M
140.00M – 143.59M
+42.4% YoY
173.94M
171.14M – 176.75M
+22.7% YoY
208.69M
201.33M – 216.05M
+20.0% YoY
Net Income
133.86M
est: 185.47M (-27.8%)
265.81M
250.01M – 281.62M
+43.3% YoY
352.78M
341.79M – 363.78M
+32.7% YoY
421.74M
402.60M – 445.09M
+19.5% YoY
SGA
208.07M
est: 210.45M (-1.1%)
299.76M
295.96M – 303.56M
+42.4% YoY
367.72M
361.80M – 373.65M
+22.7% YoY
441.18M
425.62M – 456.75M
+20.0% YoY
EPS
0.54
est: 0.66 (-18.3%)
0.94
0.88 – 0.99
+42.6% YoY
1.22
1.21 – 1.28
+29.0% YoY
1.49
1.42 – 1.57
+22.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-05-08 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-05-07 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-05-06 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-05-05 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-05-04 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-05-01 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-30 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-29 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-28 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-27 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-24 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-23 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-22 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-21 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-20 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-17 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-16 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-15 C+ 2/5 1/5 4/5 5/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
85
Total invested
265.87M
Insider transactions (90d)
4
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
85
-153 vs prev Q
New positions
34
Closed positions
180
Increased
65
Reduced
12
Put/Call ratio
0.00
Calls held
96.3K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 RIBBIT MANAGEMENT COMPANY, LLC 11.25M +— (+0.0%) 459.58M +50.3M (+12.3%) 10.87% +5.468 pp 22.78% +3.351 pp USD36.37 +12.3% 2 qtrs
2 ORLAND PROPERTIES LTD 8.78M +— (+0.0%) 358.42M +39.2M (+12.3%) 0.85% -3.362 pp 67.06% -1.195 pp USD36.37 +12.3% 2 qtrs
3 FMR LLC 4.65M +4.2M (+946.3%) 189.73M +173.6M (+1,074.9%) 0.45% +0.236 pp 0.01% +0.009 pp USD40.41 +1.1% 2 qtrs
4 3.28M +274.1K (+9.1%) 133.82M +24.6M (+22.5%) 0.32% -1.124 pp 71.81% +36.857 pp USD36.74 +11.2% 2 qtrs
5 VANGUARD GROUP INC 2.97M +452.1K (+17.9%) 121.49M +29.7M (+32.4%) 2.87% +1.662 pp 0.00% +0.000 pp USD37.05 +10.2% 2 qtrs
6 SOROS FUND MANAGEMENT LLC 2.10M -135.8K (-6.1%) 85.67M +4.4M (+5.5%) 0.20% -0.869 pp 0.99% -0.164 pp USD36.37 +12.3% 2 qtrs
7 GILDER GAGNON HOWE & CO LLC 2.01M -1.3M (-38.7%) 81.89M -37.1M (-31.2%) 1.94% +0.367 pp 0.86% -0.348 pp USD36.37 +12.3% 2 qtrs
8 SLATE PATH CAPITAL LP 1.85M +1.9M (+100.0%) 75.71M +75.7M (+100.0%) 0.18% +0.179 pp 1.02% +1.021 pp USD40.84 +0.0% 1 qtrs NEW
9 FRED ALGER MANAGEMENT, LLC 1.65M +1.6M (+100.0%) 67.39M +67.4M (+100.0%) 1.59% +1.593 pp 0.26% +0.264 pp USD40.84 +0.0% 1 qtrs NEW
10 ALLIANCEBERNSTEIN L.P. 1.58M +629.2K (+66.1%) 64.58M +30.0M (+86.5%) 1.53% +1.070 pp 0.02% +0.010 pp USD38.15 +7.1% 2 qtrs
11 PANTERA CAPITAL PARTNERS LP 1.54M +— (+0.0%) 63.01M +6.9M (+12.3%) 1.49% +0.750 pp 27.49% +20.345 pp USD36.37 +12.3% 2 qtrs
12 DUQUESNE FAMILY OFFICE LLC 1.54M -577.0K (-27.3%) 62.89M -14.1M (-18.3%) 1.49% +0.472 pp 1.40% -0.496 pp USD36.37 +12.3% 2 qtrs
13 CAPITAL WORLD INVESTORS 1.46M +58.4K (+4.2%) 59.56M +8.6M (+17.0%) 0.14% -0.531 pp 0.01% +0.001 pp USD36.55 +11.7% 2 qtrs
14 BLACKROCK, INC. 1.38M +649.0K (+88.4%) 56.50M +29.8M (+111.5%) 1.34% +0.984 pp 0.00% +0.001 pp USD38.47 +6.2% 2 qtrs
15 INFINITUM ASSET MANAGEMENT, LLC 1.33M +175.0K (+15.2%) 54.11M +12.3M (+29.4%) 0.13% -0.424 pp 8.01% +0.316 pp USD36.96 +10.5% 2 qtrs
16 APOLLO MANAGEMENT HOLDINGS, L.P. 1.55M +— (+0.0%) 49.79M +11.8M (+31.0%) 1.50% +0.753 pp 0.41% -0.009 pp USD36.37 +12.3% 2 qtrs
17 INVESCO LTD. 1.17M +465.6K (+66.5%) 47.59M +22.1M (+87.0%) 1.13% +0.790 pp 0.01% +0.003 pp USD38.16 +7.0% 2 qtrs
18 UBS GROUP AG 886.0K +676.5K (+322.9%) 36.18M +28.6M (+374.9%) 0.86% +0.755 pp 0.01% +0.005 pp USD39.78 +2.7% 2 qtrs
19 GEODE CAPITAL MANAGEMENT, LLC 808.9K +661.5K (+448.9%) 33.04M +27.7M (+516.4%) 0.78% +0.710 pp 0.00% +0.002 pp USD40.03 +2.0% 2 qtrs
20 NORGES BANK 800.0K +800.0K (+100.0%) 32.67M +32.7M (+100.0%) 0.08% +0.077 pp 0.00% +0.004 pp USD40.84 +0.0% 1 qtrs NEW
21 VAN ECK ASSOCIATES CORP 785.4K +74.0K (+10.4%) 32.08M +6.2M (+24.0%) 0.08% -0.265 pp 0.03% +0.003 pp USD36.79 +11.0% 2 qtrs
22 NISHKAMA CAPITAL, LLC 755.6K +597.4K (+377.5%) 30.86M +25.1M (+436.2%) 0.73% +0.654 pp 1.24% +1.100 pp USD39.90 +2.4% 2 qtrs
23 WIM INVESTMENT MANAGEMENT LTD 745.3K +260.0K (+53.6%) 30.44M +12.8M (+72.5%) 0.07% -0.161 pp 7.87% +3.376 pp USD37.93 +7.7% 2 qtrs
24 TOROSO INVESTMENTS, LLC 729.5K +38.9K (+5.6%) 29.79M +4.7M (+18.6%) 0.70% +0.373 pp 0.07% +0.021 pp USD36.61 +11.6% 2 qtrs
25 JPMORGAN CHASE & CO 715.1K +288.2K (+67.5%) 29.21M +13.7M (+88.1%) 0.07% -0.136 pp 0.00% +0.001 pp USD38.17 +7.0% 2 qtrs
26 BURKEHILL GLOBAL MANAGEMENT, LP 700.0K +100.0K (+16.7%) 28.59M +6.8M (+31.0%) 0.68% +0.388 pp 1.88% +0.643 pp USD37.01 +10.3% 2 qtrs
27 TB ALTERNATIVE ASSETS LTD. 681.7K +681.7K (+100.0%) 27.84M +27.8M (+100.0%) 0.07% +0.066 pp 4.56% +4.558 pp USD40.84 +0.0% 1 qtrs NEW
28 GRANAHAN INVESTMENT MANAGEMENT, LLC 665.5K +206.9K (+45.1%) 27.18M +10.5M (+63.0%) 0.64% +0.423 pp 1.16% +0.481 pp USD37.76 +8.2% 2 qtrs
29 SQUAREPOINT OPS LLC 500.0K -137.0 (0.0%) 20.42M +2.2M (+12.3%) 0.05% -0.192 pp 0.02% +0.004 pp USD36.37 +12.3% 2 qtrs
30 LORD, ABBETT & CO. LLC 482.3K +133.3K (+38.2%) 19.70M +7.0M (+55.2%) 0.05% -0.121 pp 0.06% +0.023 pp USD37.61 +8.6% 2 qtrs
31 STATE STREET CORP 441.4K +441.4K (+100.0%) 18.03M +18.0M (+100.0%) 0.43% +0.426 pp 0.00% +0.001 pp USD40.84 +0.0% 1 qtrs NEW
32 NWI MANAGEMENT LP 407.0K +200.0K (+96.6%) 16.62M +9.1M (+120.8%) 0.39% +0.294 pp 0.77% +0.364 pp USD38.57 +5.9% 2 qtrs
33 RATAN CAPITAL MANAGEMENT LP 405.8K +105.8K (+35.3%) 16.57M +5.7M (+51.9%) 0.04% -0.105 pp 4.56% -1.330 pp USD37.54 +8.8% 2 qtrs
34 ARROWMARK COLORADO HOLDINGS LLC 404.7K +404.7K (+100.0%) 16.53M +16.5M (+100.0%) 0.39% +0.391 pp 0.36% +0.364 pp USD40.84 +0.0% 1 qtrs NEW
35 BALYASNY ASSET MANAGEMENT L.P. 403.3K -588.9K (-59.4%) 16.47M -19.6M (-54.4%) 0.04% -0.437 pp 0.02% -0.025 pp USD36.37 +12.3% 2 qtrs
36 FREESTONE GROVE PARTNERS LP 400.0K +281.1K (+236.3%) 16.34M +12.0M (+277.6%) 0.39% +0.329 pp 0.12% +0.086 pp USD39.51 +3.4% 2 qtrs
37 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 400.0K +— (+0.0%) 16.34M +1.8M (+12.3%) 0.04% -0.153 pp 0.03% +0.001 pp USD36.37 +12.3% 2 qtrs
38 POINT72 ASSET MANAGEMENT, L.P. 383.7K +383.7K (+100.0%) 15.67M +15.7M (+100.0%) 0.04% +0.037 pp 0.02% +0.018 pp USD40.84 +0.0% 1 qtrs NEW
39 ARTEMIS INVESTMENT MANAGEMENT LLP 381.0K +381.0K (+100.0%) 15.56M +15.6M (+100.0%) 0.04% +0.037 pp 0.19% +0.188 pp USD40.84 +0.0% 1 qtrs NEW
40 CONCENTRIC CAPITAL STRATEGIES, LP 378.7K +378.7K (+100.0%) 15.47M +15.5M (+100.0%) 0.37% +0.366 pp 0.74% +0.744 pp USD40.84 +0.0% 1 qtrs NEW
41 ENDEAVOUR CAPITAL ADVISORS INC 322.9K +28.1K (+9.5%) 13.19M +2.5M (+23.0%) 0.03% -0.110 pp 3.67% +0.426 pp USD36.76 +11.1% 2 qtrs
42 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 280.1K +280.1K (+100.0%) 11.44M +11.4M (+100.0%) 0.03% +0.027 pp 0.00% +0.002 pp USD40.84 +0.0% 1 qtrs NEW
43 BIT CAPITAL GMBH 262.8K +50.5K (+23.8%) 10.73M +3.0M (+39.0%) 0.03% -0.076 pp 0.39% +0.131 pp USD37.23 +9.7% 2 qtrs
44 ZWEIG-DIMENNA ASSOCIATES LLC 254.4K -40.1K (-13.6%) 10.39M -321.3K (-3.0%) 0.02% -0.117 pp 0.64% -0.105 pp USD36.37 +12.3% 2 qtrs
45 FIDELITY NATIONAL FINANCIAL, INC. 250.0K +— (+0.0%) 10.21M +1.1M (+12.3%) 0.02% -0.096 pp 0.31% +0.071 pp USD36.37 +12.3% 2 qtrs
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 246.1K -313.9K (-56.1%) 10.05M -10.3M (-50.7%) 0.24% -0.031 pp 0.00% -0.001 pp USD36.37 +12.3% 2 qtrs
47 GALILEO (PTC) LTD 237.1K +— (+0.0%) 9.68M +1.1M (+12.3%) 0.02% -0.091 pp 0.71% -0.072 pp USD36.37 +12.3% 2 qtrs
48 FEDERATED HERMES, INC. 225.0K +— (+0.0%) 9.19M +1.0M (+12.3%) 0.02% -0.086 pp 0.02% +0.001 pp USD36.37 +12.3% 2 qtrs
49 SCHONFELD STRATEGIC ADVISORS LLC 224.3K -50.7K (-18.4%) 9.16M -840.1K (-8.4%) 0.02% -0.110 pp 0.04% -0.016 pp USD36.37 +12.3% 2 qtrs
50 INVESTMENT HOUSE LLC 220.5K +220.5K (+100.0%) 9.01M +9.0M (+100.0%) 0.02% +0.021 pp 0.43% +0.428 pp USD40.84 +0.0% 1 qtrs NEW
51 FRANKLIN RESOURCES INC 212.0K +62.0K (+41.3%) 8.66M +3.2M (+58.7%) 0.02% -0.052 pp 0.00% +0.001 pp USD37.68 +8.4% 2 qtrs
52 SEVEN GRAND MANAGERS, LLC 200.0K +— (+0.0%) 8.17M +894.0K (+12.3%) 0.02% -0.077 pp 0.62% +0.031 pp USD36.37 +12.3% 2 qtrs
53 TIGER GLOBAL MANAGEMENT LLC 200.0K +— (+0.0%) 8.17M +894.0K (+12.3%) 0.19% +0.097 pp 0.03% +0.005 pp USD36.37 +12.3% 2 qtrs
54 GHISALLO CAPITAL MANAGEMENT LLC 200.0K +— (+0.0%) 8.17M +894.0K (+12.3%) 0.19% +0.097 pp 0.36% +0.127 pp USD36.37 +12.3% 2 qtrs
55 CITADEL ADVISORS LLC 196.8K +82.5K (+72.2%) 8.04M +3.9M (+93.3%) 0.19% +0.135 pp 0.00% +0.001 pp USD38.24 +6.8% 2 qtrs
56 HIDDEN LAKE ASSET MANAGEMENT LP 188.0K +188.0K (+100.0%) 7.68M +7.7M (+100.0%) 0.18% +0.182 pp 1.94% +1.942 pp USD40.84 +0.0% 1 qtrs NEW
57 EXCHANGE TRADED CONCEPTS, LLC 187.3K +23.3K (+14.2%) 7.65M +1.7M (+28.2%) 0.02% -0.061 pp 0.06% +0.008 pp USD36.93 +10.6% 2 qtrs
58 MORGAN STANLEY 168.4K +83.2K (+97.7%) 6.88M +3.8M (+122.0%) 0.16% +0.122 pp 0.00% +0.000 pp USD38.58 +5.9% 2 qtrs
59 VICTORY CAPITAL MANAGEMENT INC 164.7K -88.8K (-35.0%) 6.73M -2.5M (-27.1%) 0.02% -0.106 pp 0.00% -0.002 pp USD36.37 +12.3% 2 qtrs
60 LMR PARTNERS LLP 164.5K +— (+0.0%) 6.72M +735.2K (+12.3%) 0.16% +0.080 pp 0.01% -0.014 pp USD36.37 +12.3% 2 qtrs
61 LAZARD ASSET MANAGEMENT LLC 160.7K +66.7K (+71.0%) 6.56M +3.1M (+92.1%) 0.16% +0.110 pp 0.01% +0.007 pp USD38.23 +6.8% 2 qtrs
62 BANK OF AMERICA CORP /DE/ 160.1K +124.7K (+352.5%) 6.54M +5.3M (+408.1%) 0.15% +0.138 pp 0.00% +0.000 pp USD39.85 +2.5% 2 qtrs
63 NEUBERGER BERMAN GROUP LLC 158.4K +150.9K (+2,011.7%) 6.47M +6.2M (+2,271.2%) 0.02% +0.012 pp 0.00% +0.005 pp USD40.63 +0.5% 2 qtrs
64 NEXT CENTURY GROWTH INVESTORS LLC 157.0K +157.0K (+100.0%) 6.41M +6.4M (+100.0%) 0.02% +0.015 pp 0.45% +0.445 pp USD40.84 +0.0% 1 qtrs NEW
65 JANE STREET GROUP, LLC 131.3K +65.4K (+99.2%) 5.36M +3.0M (+123.7%) 0.13% +0.120 pp 0.00% +0.000 pp USD38.60 +5.8% 2 qtrs
66 NORTH REEF CAPITAL MANAGEMENT LP 125.0K -115.0K (-47.9%) 5.11M -3.6M (-41.5%) 0.12% +0.006 pp 0.21% -0.203 pp USD36.37 +12.3% 2 qtrs
67 QUADRATURE CAPITAL LTD 98.5K +98.5K (+100.0%) 4.02M +4.0M (+100.0%) 0.10% +0.095 pp 0.04% +0.041 pp USD40.84 +0.0% 1 qtrs NEW
68 ATOM INVESTORS LP 90.0K +90.0K (+100.0%) 3.67M +3.7M (+100.0%) 0.09% +0.087 pp 0.29% +0.292 pp USD40.84 +0.0% 1 qtrs NEW
69 TWO SIGMA INVESTMENTS, LP 84.5K +84.5K (+100.0%) 3.45M +3.5M (+100.0%) 0.08% +0.082 pp 0.00% +0.005 pp USD40.84 +0.0% 1 qtrs NEW
70 NEEDHAM INVESTMENT MANAGEMENT LLC 61.7K +9.9K (+19.2%) 2.52M +636.8K (+33.8%) 0.06% +0.035 pp 0.16% +0.028 pp USD37.09 +10.1% 2 qtrs
71 MILITIA CAPITAL PARTNERS, LP 60.0K +60.0K (+100.0%) 2.45M +2.5M (+100.0%) 0.06% +0.058 pp 0.91% +0.905 pp USD40.84 +0.0% 1 qtrs NEW
72 NUVEEN, LLC 58.7K +58.7K (+100.0%) 2.40M +2.4M (+100.0%) 0.06% +0.057 pp 0.00% +0.001 pp USD40.84 +0.0% 1 qtrs NEW
73 ACT CAPITAL MANAGEMENT, LLC 57.5K +57.5K (+100.0%) 2.35M +2.3M (+100.0%) 0.06% +0.056 pp 1.90% +1.899 pp USD40.84 +0.0% 1 qtrs NEW
74 GOLDMAN SACHS GROUP INC 56.8K -147.4K (-72.2%) 2.32M -5.1M (-68.8%) 0.05% -0.043 pp 0.00% -0.001 pp USD36.37 +12.3% 2 qtrs
75 WAVERLY ADVISORS, LLC 55.0K +55.0K (+100.0%) 2.25M +2.2M (+100.0%) 0.05% +0.053 pp 0.02% +0.018 pp USD40.84 +0.0% 1 qtrs NEW
76 APERTURE INVESTORS, LLC 51.3K -24.8K (-32.6%) 2.09M -673.4K (-24.3%) 0.05% +0.013 pp 0.24% -0.140 pp USD36.37 +12.3% 2 qtrs
77 RENAISSANCE TECHNOLOGIES LLC 48.4K +48.4K (+100.0%) 1.98M +2.0M (+100.0%) 0.05% +0.047 pp 0.00% +0.003 pp USD40.84 +0.0% 1 qtrs NEW
78 ALPINE WOODS CAPITAL INVESTORS, LLC 46.5K +46.5K (+100.0%) 1.90M +1.9M (+100.0%) 0.04% +0.045 pp 0.45% +0.452 pp USD40.84 +0.0% 1 qtrs NEW
79 BREVAN HOWARD CAPITAL MANAGEMENT LP 42.4K +42.4K (+100.0%) 1.73M +1.7M (+100.0%) 0.04% +0.041 pp 0.02% +0.019 pp USD40.84 +0.0% 1 qtrs NEW
80 BARCLAYS PLC 40.0K +22.8K (+132.4%) 1.63M +1.0M (+161.0%) 0.04% +0.030 pp 0.00% +0.000 pp USD38.92 +4.9% 2 qtrs
81 IMC-CHICAGO, LLC 29.4K +29.4K (+100.0%) 1.20M +1.2M (+100.0%) 0.03% +0.028 pp 0.00% +0.000 pp USD40.84 +0.0% 1 qtrs NEW
82 MARSHALL WACE, LLP 28.6K -76.6K (-72.8%) 1.17M -2.7M (-69.5%) 0.03% -0.023 pp 0.00% -0.003 pp USD36.37 +12.3% 2 qtrs
83 LONGAEVA PARTNERS L.P. 27.4K -87.6K (-76.2%) 1.12M -3.1M (-73.2%) 0.03% -0.029 pp 0.09% -0.509 pp USD36.37 +12.3% 2 qtrs
84 NINEPOINT PARTNERS LP 26.8K +26.8K (+100.0%) 1.09M +1.1M (+100.0%) 0.03% +0.026 pp 0.12% +0.121 pp USD40.84 +0.0% 1 qtrs NEW
85 BANK OF HAWAII 26.6K +26.6K (+100.0%) 1.09M +1.1M (+100.0%) 0.03% +0.026 pp 0.05% +0.054 pp USD40.84 +0.0% 1 qtrs NEW
86 WEISS ASSET MANAGEMENT LP 26.1K -13.9K (-34.7%) 1.07M -388.4K (-26.7%) 0.03% +0.006 pp 0.01% -0.002 pp USD36.37 +12.3% 2 qtrs
87 ROYAL BANK OF CANADA 24.2K -178.1K (-88.0%) 988.0K -6.4M (-86.6%) 0.02% -0.074 pp 0.00% -0.001 pp USD36.37 +12.3% 2 qtrs
88 RHUMBLINE ADVISERS 23.6K +23.6K (+100.0%) 962.7K +962.7K (+100.0%) 0.02% +0.023 pp 0.00% +0.001 pp USD40.84 +0.0% 1 qtrs NEW
89 ROCKEFELLER CAPITAL MANAGEMENT L.P. 22.9K +22.9K (+100.0%) 935.2K +935.2K (+100.0%) 0.02% +0.022 pp 0.00% +0.002 pp USD40.84 +0.0% 1 qtrs NEW
90 WELLS FARGO & COMPANY/MN 18.4K +616.0 (+3.5%) 752.6K +104.8K (+16.2%) 0.02% +0.009 pp 0.00% +0.000 pp USD36.52 +11.8% 2 qtrs
91 CETERA INVESTMENT ADVISERS 18.3K +18.3K (+100.0%) 748.7K +748.7K (+100.0%) 0.02% +0.018 pp 0.00% +0.001 pp USD40.84 +0.0% 1 qtrs NEW
92 ENVESTNET ASSET MANAGEMENT INC 16.6K +16.6K (+100.0%) 676.1K +676.1K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD40.84 +0.0% 1 qtrs NEW
93 PRICE T ROWE ASSOCIATES INC /MD/ 15.9K +15.9K (+100.0%) 651.0K +651.0K (+100.0%) 0.02% +0.015 pp 0.00% +0.000 pp USD40.84 +0.0% 1 qtrs NEW
94 HUDSON BAY CAPITAL MANAGEMENT LP 15.8K -89.8K (-85.1%) 644.8K -3.2M (-83.2%) 0.02% -0.035 pp 0.00% -0.011 pp USD36.37 +12.3% 2 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.16
Bearish
Ratio by volume
0.22
Bearish
Buys
3
Sells
19
Shares acquired
148.2K
Shares disposed
673.5K
Cash buys
Cash sales
13.00
Net activity
-525,229
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
2026-04-29 Tannenbaum Michael Benjamin Director / Officer S-Sale D Class A Common Stock 47,875 31.84 1.52M 3,202,591 D
2026-04-28 Tannenbaum Michael Benjamin Director / Officer M-Exempt D Stock Option 12,567 4.82 60.6K 4,574,783 D
2026-04-24 Kgil Minchung Officer S-Sale D Class A Common Stock 8,000 32.25 258.0K 548,098 D
2026-04-23 Tannenbaum Michael Benjamin Director / Officer F-InKind D Class A Common Stock 132,861 32.22 4.28M 3,365,268 D
2026-04-15 Ou June Director / 10% Owner S-Sale D Class A Common Stock 14,121 33.85 478.0K 53,719 I
2026-04-15 Cagney Michael Scott Director / 10% Owner C-Conversion D Class B Common Stock 67,840 0.00 29,903,863 D
2026-04-10 Ou June Director / 10% Owner F-InKind D Class B Common Stock 32,247 0.00 29,971,703 I
2026-04-10 Cagney Michael Scott Director / 10% Owner F-InKind D Class B Common Stock 32,247 0.00 29,971,703 D
2026-03-24 Kgil Minchung Officer S-Sale D Class A Common Stock 1,589 32.70 52.0K 562,509 D
2026-03-19 Stevens David Todd Officer S-Sale D Class A Common Stock 24,630 32.28 795.1K 441,169 D
2026-03-13 Ou June Director / 10% Owner F-InKind D Class B Common Stock 33,286 0.00 30,003,950 I
2026-03-13 Cagney Michael Scott Director / 10% Owner F-InKind D Class B Common Stock 33,286 0.00 30,003,950 D
2026-03-10 Jaitly Sachin Chand Director S-Sale D Class A Common Stock 156,947 33.50 5.26M 28,795 I
2026-03-09 Boyden Adam Gilbert Director J-Other D Class A Common Stock 3,811,094 0.00 2,840,064 I
2026-03-03 Tannenbaum Michael Benjamin Director / Officer F-InKind D Class A Common Stock 143,774 29.72 4.27M 3,498,129 D
2026-03-03 Stevens David Todd Officer F-InKind D Class A Common Stock 15,427 29.72 458.5K 447,516 D
2026-03-03 Ou June Director / 10% Owner F-InKind D Class B Common Stock 68,059 0.00 30,037,236 I
2026-03-03 Kgil Minchung Officer F-InKind D Class A Common Stock 20,057 29.72 596.1K 564,098 D
2026-03-03 Cagney Michael Scott Director / 10% Owner F-InKind D Class B Common Stock 68,059 0.00 30,037,236 D
2026-02-18 Stevens David Todd Officer S-Sale D Class A Common Stock 26,057 32.00 833.8K 462,943 D
2025-12-10 Ou June Director / 10% Owner C-Conversion D Class B Common Stock 200,058 0.00 30,105,295 I
2025-12-10 Cagney Michael Scott Director / 10% Owner C-Conversion D Class B Common Stock 200,058 0.00 30,105,295 D
2025-12-05 Chao David K Director P-Purchase A Class A Common Stock 4,000 38.26 153.1K 4,000 D
2025-12-03 Tannenbaum Michael Benjamin Director / Officer S-Sale D Class A Common Stock 80,099 35.07 2.81M 3,651,830 D
2025-12-03 Stevens David Todd Officer S-Sale D Class A Common Stock 40,000 35.22 1.41M 489,000 D
2025-12-03 Kgil Minchung Officer S-Sale D Class A Common Stock 31,094 35.03 1.09M 586,055 D
2025-12-02 Tannenbaum Michael Benjamin Director / Officer S-Sale D Class A Common Stock 48,641 35.12 1.71M 3,743,288 D
2025-12-02 Kgil Minchung Officer S-Sale D Class A Common Stock 38,959 35.43 1.38M 617,149 D
2025-11-25 Tannenbaum Michael Benjamin Director / Officer S-Sale D Class A Common Stock 28,537 34.13 974.0K 3,792,829 D
2025-11-24 Tannenbaum Michael Benjamin Director / Officer S-Sale D Class A Common Stock 3,862 36.24 140.0K 3,821,366 D
2025-11-21 Ou June Director / 10% Owner S-Sale D Class A Common Stock 63,873 33.33 2.13M 6,315,120 D
2025-11-21 Cagney Michael Scott Director / 10% Owner S-Sale D Class A Common Stock 164,476 34.22 5.63M 6,150,644 I
2025-11-20 Ou June Director / 10% Owner S-Sale D Class A Common Stock 12,071 38.98 470.6K 6,378,993 D
2025-11-20 Cagney Michael Scott Director / 10% Owner S-Sale D Class A Common Stock 67,517 36.11 2.44M 6,530,629 I
2025-11-18 Tannenbaum Michael Benjamin Director / Officer S-Sale D Class A Common Stock 68,512 39.97 2.74M 3,951,000 D
2025-11-18 Stevens David Todd Officer S-Sale D Class A Common Stock 2,865 41.12 117.8K 529,000 D
2025-09-12 Tannenbaum Michael Benjamin Director / Officer C-Conversion D Series C-1 Preferred Stock 8,263 0.00 0 D
2025-09-12 Jaitly Sachin Chand Director C-Conversion D Series D Preferred Stock 28,271 0.00 0 I
2025-09-12 Goldwasser Lesley Director A-Award A Class A Common Stock 9,514 0.00 9,514 D
2025-09-12 DCM International VIII, Ltd. 10% Owner C-Conversion D Series B Preferred Stock 2,557,564 0.00 0 I
2025-09-12 Boyden Adam Gilbert Director C-Conversion D Series C Preferred Stock 661,095 0.00 0 I
2025-09-10 Morehead Daniel Wayne Director Class A Common Stock 0 0.00 1,542,871 I
2025-08-29 Jaitly Sachin Chand Director A-Award A Class A Common Stock 2,700 0.00 2,700 I
2025-07-31 Tannenbaum Michael Benjamin Director / Officer A-Award A Stock Option 530,135 10.51 5.57M 530,135 D

Executive team

Top executives
EBIT / Employee
306.7K
Shares Outstanding
181.66M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Michael Tannenbaum Chief Executive Officer and Director 424.7K 715.4K 5.57M 2.86M 291.6K 9.86M 85.48%
2 2025 Macrina Kgil Chief Financial Officer 450.0K 300.0K 443.0K 232.5K 236.4K 1.66M 40.65%
3 2025 Todd Stevens Chief Capital Officer 350.0K 257.8K 607.8K 0.00%
4 2024 Michael Tannenbaum Chief Executive Officer and Director 252.1K 259.6K 22.11M 12.87M 35.50M 98.56%
5 2024 Macrina Kgil Chief Financial Officer 27.5K 3.25M 1.91M 5.19M 99.47%
6 2024 Todd Stevens Chief Capital Officer 309.4K 2.95M 1.74M 151.5K 5.16M 91.06%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-24 DEFA14A
2026-04-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 SC 13G
2026-04-30 4
2026-04-27 4
2026-04-27 4
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2026-04-17 4
2026-04-17 4
2026-04-14 4
2026-04-14 4

Executive team

NameTitleCompensationGender
Michael Benjamin Tannenbaum Chief Executive Officer & Director 1M male
Minchung Kgil Chief Financial Officer 986.4K female
David Todd Stevens Chief Capital Officer 607.8K male
Michael Scott Cagney Co-Founder & Executive Chairman 141.6K male
Ronald Chillemi Chief Legal Officer & Corporate Secretary male
June Ou Co-Founder, Advisor & Director female
Matt Hellwinkel Chief Technology Officer male
Clare Hove Chief Operating Officer female
ESG Rating
B
FINANCIAL - CAPITAL MARKETS
Rank: 54 out of 98
2025
E (Environmental)
62.1 / 59.1
Company / Sector avg.
S (Social)
65.9 / 74.1
Company / Sector avg.
G (Governance)
60.9 / 72.6
Company / Sector avg.
ESG Total
63.0 / 68.6
Company / Sector avg.
ESG Score History FINANCIAL - CAPITAL MARKETS
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