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Fortrea Holdings Inc. (FTRE)
USD17.51
-0.52 (-2.90%)
US NASDAQ Healthcare Biotechnology
Address
8 Moore Drive 27709
Durham, NC, US
Durham, NC, US
CEO
Anshul Thakral
Website
fortrea.com
IPO
2023-06-20
CIK 1965040 ISIN US34965K1079
Description
Fortrea Holdings Inc. functions as a global contract research organization (CRO), concentrating on providing development services for biopharmaceutical products and medical devices. The company's operations are divided into two main segments: Clinical Services and Enabling Services. Its Clinical Services division offers support across the entire spectrum of clinical pharmacology and development. The Enabling Services segment, conversely, delivers patient access programs and cutting-edge clinical trial technology solutions, aiming to simplify complex randomization processes and optimize the supply of trial medications for its customers. Fortrea presents a range of engagement options, such as full-service provision, functional service provider (FSP) models, and hybrid structures. Additionally, its portfolio includes managing clinical trials from Phase I through IV, offering distinctive technology-powered trial solutions, and providing post-market approval services. The company's client base primarily consists of pharmaceutical, biotechnology, and medical device entities. Fortrea Holdings Inc. was founded in 2023 and has its headquarters in Durham, North Carolina.
News Sentiment (7d)
3 articles
- Stocks Look Shaky, But This Sector is Booming (Biotech) Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD17.51
-0.52 (-2.90%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
2.11
Float Shares
92.95M
Free Float %
99.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.54% | -6.29% | +55.76% | +49.23% | +42.95% | -15.30% | +192.20% | -54.34% | -54.34% | -54.34% | -54.34% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (12 ratings, all time)
Hold
Price Targets & DCF
Current price
17.51
Low
14.00
-20.0%
Consensus
18.57
+6.1%
Median
19.00
+8.5%
High
25.00
+42.8%
DCF (Levered)
9.11
-48.0%
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)
42% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | -1 |
| Buy | 5 | 0 |
| Hold | 6 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 5 |
16.00
-8.6%
|
| Last Quarter | 5 |
16.00
-8.6%
|
| Last Year | 19 |
14.89
-14.9%
|
| All Time | 29 |
18.50
+5.7%
|
Quality scores
Altman Z-Score
0.19
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Biotechnology: +1.6%+1.0% Q1'26: -2.3% (vs Q1'25)
-
EPS growth Biotechnology: +29.7%-194.6% Q1'26: +95.9% (vs Q1'25)
-
FCF margin FCF growth · Biotechnology: +16.2%-30.1% Q1'26: -3.9% (vs Q1'25)
-
EBIT margin Biotechnology: +0.0%-32.7% Q1'26: +0.5% (vs Q1'25)
-
ROIC Biotechnology: -16.1%-195.1% Q1'26: +2.9% (vs Q1'25)
-
Share dilution Biotechnology: -3.4%+1.9% ★ Q1'26: +2.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×-0.08× Q1'26: 0.82× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 8 Rev. Ana. 6 EPS Ana. |
Dec 2027 9 Rev. Ana. 6 EPS Ana. |
Dec 2028 9 Rev. Ana. 1 EPS Ana. |
Dec 2029 4 Rev. Ana. 1 EPS Ana. |
Dec 2030 4 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
2.84B
est: 3.08B (-7.6%)
|
2.70B
est: 2.70B (-0.2%)
|
2.72B
est: 2.73B (-0.2%)
|
2.61B
2.60B – 2.62B
-4.4% YoY
|
2.70B
2.64B – 2.77B
+3.4% YoY
|
2.81B
2.81B – 2.81B
+4.2% YoY
|
2.98B
2.95B – 3.03B
+6.1% YoY
|
3.13B
3.10B – 3.18B
+5.0% YoY
|
| EBITDA |
137.20M
est: -46.94M (+392.3%)
|
-64.30M
est: -41.23M (-56.0%)
|
-813.60M
est: -41.62M (-1,854.9%)
|
-39.79M
-39.94M – -39.63M
+4.4% YoY
|
-41.14M
-42.21M – -40.23M
-3.4% YoY
|
-42.89M
-42.93M – -42.85M
-4.2% YoY
|
-45.51M
-46.20M – -44.98M
-6.1% YoY
|
-47.78M
-48.51M – -47.22M
-5.0% YoY
|
| EBIT |
39.20M
est: -159.40M (+124.6%)
|
-151.20M
est: -140.00M (-8.0%)
|
-891.60M
est: -141.32M (-530.9%)
|
-135.10M
-135.62M – -134.58M
+4.4% YoY
|
-139.70M
-143.34M – -136.59M
-3.4% YoY
|
-145.63M
-145.76M – -145.50M
-4.2% YoY
|
-154.52M
-156.88M – -152.72M
-6.1% YoY
|
-162.23M
-164.71M – -160.34M
-5.0% YoY
|
| Net Income |
-25.20M
est: -94.07M (+73.2%)
|
-328.50M
est: 46.30M (-809.5%)
|
-986.20M
est: 45.50M (-2,267.6%)
|
65.80M
49.47M – 82.14M
+44.6% YoY
|
85.51M
55.39M – 115.64M
+30.0% YoY
|
113.98M
111.99M – 115.97M
+33.3% YoY
|
155.34M
152.99M – 158.43M
+36.3% YoY
|
186.96M
184.13M – 190.67M
+20.4% YoY
|
| SGA |
448.10M
est: 479.41M (-6.5%)
|
560.70M
est: 421.05M (+33.2%)
|
456.40M
est: 425.03M (+7.4%)
|
406.31M
404.76M – 407.87M
-4.4% YoY
|
420.17M
410.79M – 431.10M
+3.4% YoY
|
437.98M
437.60M – 438.36M
+4.2% YoY
|
464.72M
459.31M – 471.81M
+6.1% YoY
|
487.93M
482.24M – 495.37M
+5.0% YoY
|
| EPS |
-0.04
est: -1.03 (+96.1%)
|
-3.67
est: 0.51 (-815.8%)
|
-10.81
est: 0.51 (-2,223.6%)
|
0.78
0.54 – 0.90
+52.8% YoY
|
0.99
0.61 – 1.27
+27.4% YoY
|
1.25
1.23 – 1.27
+25.8% YoY
|
1.70
1.68 – 1.74
+36.6% YoY
|
2.05
2.02 – 2.09
+20.4% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-12 | Mizuho | Neutral | Neutral | Maintain |
| 2026-05-06 | Barclays | Equal Weight | Equal Weight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-08 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-07 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-06 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-05 | C- | 1/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-04 | C+ | 2/5 | 3/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-01 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-30 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-29 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-28 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-27 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-24 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
233.85M
OE per share TTM
2.56
Owner's Yield
17.55%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
4.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
81
Total invested
26.48M
Insider transactions (90d)
0
Beneficial owners (>5%)
23
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 17.45M | 19.70% | 17.10M | — | 17.45M | — | HC | Delaware | 2024-01-25 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 10.05M | 11.35% | — | — | — | 201.0K | IA | — | 2023-08-10 | ↗ |
| 3 | JEFFREY C. SMITH | 7.77M | 8.70% | — | — | — | 7.77M | IN | — | 2023-10-17 | ↗ |
| 4 | PETER A. FELD | 7.77M | 8.70% | — | — | — | 7.77M | IN | — | 2023-10-17 | ↗ |
| 5 | STARBOARD PRINCIPAL CO GP LLC | 7.77M | 8.70% | — | — | 7.77M | — | OO | — | 2023-10-17 | ↗ |
| 6 | STARBOARD PRINCIPAL CO LP | 7.77M | 8.70% | — | — | 7.77M | — | PN | — | 2023-10-17 | ↗ |
| 7 | STARBOARD VALUE GP LLC | 7.77M | 8.70% | — | — | 7.77M | — | OO | — | 2023-10-17 | ↗ |
| 8 | STARBOARD VALUE LP | 7.77M | 8.70% | — | — | 7.77M | — | PN | — | 2023-10-17 | ↗ |
| 9 | John Petry | 6.38M | 7.18% | 6.38M | — | 6.38M | — | IN | United States of America | 2024-02-14 | ↗ |
| 10 | Sessa Capital (Master), L.P. | 6.38M | 7.18% | — | 6.38M | — | 6.38M | PN | Cayman Islands | 2024-02-14 | ↗ |
| 11 | Sessa Capital GP, LLC | 6.38M | 7.18% | 6.38M | — | 6.38M | — | OO | Delaware | 2024-02-14 | ↗ |
| 12 | Sessa Capital IM GP, LLC | 6.38M | 7.18% | 6.38M | — | 6.38M | — | OO | Delaware | 2024-02-14 | ↗ |
| 13 | Sessa Capital IM, L.P. | 6.38M | 7.18% | 6.38M | — | 6.38M | — | PN | Delaware | 2024-02-14 | ↗ |
| 14 | Abigail P. Johnson | 4.82M | 5.38% | — | — | 4.82M | — | IN | Delaware | 2024-11-12 | ↗ |
| 15 | FMR LLC | 4.82M | 5.38% | 4.80M | — | 4.82M | — | HC | Delaware | 2024-11-12 | ↗ |
| 16 | STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD | 4.52M | 5.10% | — | — | 4.52M | — | CO | — | 2023-10-17 | ↗ |
| 17 | STARBOARD X MASTER FUND LTD | 1.23M | 1.40% | — | — | 1.23M | — | CO | — | 2023-10-17 | ↗ |
| 18 | STARBOARD VALUE R GP LLC | 662.2K | 1.00% | — | — | 662.2K | — | OO | — | 2023-10-17 | ↗ |
| 19 | STARBOARD VALUE AND OPPORTUNITY S LLC | 553.4K | 1.00% | — | — | 553.4K | — | OO | — | 2023-10-17 | ↗ |
| 20 | STARBOARD VALUE AND OPPORTUNITY C LP | 427.3K | 1.00% | — | — | 427.3K | — | PN | — | 2023-10-17 | ↗ |
| 21 | STARBOARD VALUE R LP | 427.3K | 1.00% | — | — | 427.3K | — | PN | — | 2023-10-17 | ↗ |
| 22 | STARBOARD VALUE AND OPPORTUNITY MASTER FUND L LP | 234.9K | 1.00% | — | — | 234.9K | — | PN | — | 2023-10-17 | ↗ |
| 23 | STARBOARD VALUE L LP | 234.9K | 1.00% | — | — | 234.9K | — | PN | — | 2023-10-17 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
81
-267 vs prev Q
New positions
6
Closed positions
269
Increased
27
Reduced
20
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. | 14.77M +576.4K (+4.1%) | 254.72M +135.2M (+113.2%) | 16.19% +0.529 pp | 0.00% +0.002 pp | USD19.89 -13.3% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 8.33M +258.1K (+3.2%) | 143.71M +75.7M (+111.4%) | 9.13% +0.224 pp | 0.00% +0.001 pp | USD27.98 -38.3% | 10 qtrs — |
| 3 | GOLDMAN SACHS GROUP INC | 8.27M +294.0K (+3.7%) | 142.70M +75.5M (+112.4%) | 9.07% +0.264 pp | 0.02% +0.009 pp | USD6.87 +151.1% | 10 qtrs — |
| 4 | CORVEX MANAGEMENT LP | 4.51M +— (+0.0%) | 77.77M +39.8M (+104.9%) | 4.94% -0.033 pp | 2.38% +1.118 pp | USD16.77 +2.9% | 6 qtrs — |
| 5 | STATE STREET CORP | 4.11M +39.8K (+1.0%) | 70.91M +36.6M (+106.9%) | 4.51% +0.014 pp | 0.00% +0.001 pp | USD22.33 -22.7% | 10 qtrs — |
| 6 | SESSA CAPITAL IM, L.P. | 3.99M +— (+0.0%) | 68.89M +35.3M (+104.9%) | 4.38% -0.029 pp | 1.29% +0.492 pp | USD29.14 -40.8% | 10 qtrs — |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.22M +565.9K (+21.3%) | 55.53M +33.2M (+148.6%) | 3.53% +0.601 pp | 0.01% +0.005 pp | USD12.73 +35.5% | 10 qtrs — |
| 8 | AQR CAPITAL MANAGEMENT LLC | 2.99M -747.4K (-20.0%) | 51.54M +20.1M (+63.9%) | 3.28% -0.847 pp | 0.03% +0.007 pp | USD6.38 +170.4% | 10 qtrs — |
| 9 | FMR LLC | 2.64M -412.3K (-13.5%) | 45.54M +19.8M (+77.2%) | 2.89% -0.474 pp | 0.00% +0.001 pp | USD22.21 -22.3% | 10 qtrs — |
| 10 | DEUTSCHE BANK AG\ | 2.56M +7.7K (+0.3%) | 44.09M +22.6M (+105.5%) | 2.80% -0.010 pp | 0.01% +0.007 pp | USD7.48 +130.6% | 10 qtrs — |
| 11 | MORGAN STANLEY | 2.47M -339.9K (-12.1%) | 42.57M +18.9M (+80.1%) | 2.71% -0.393 pp | 0.00% +0.001 pp | USD11.33 +52.3% | 11 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 2.28M +196.8K (+9.4%) | 39.32M +21.8M (+124.2%) | 2.50% +0.201 pp | 0.00% +0.001 pp | USD21.07 -18.1% | 10 qtrs — |
| 13 | NUVEEN, LLC | 2.11M +286.7K (+15.8%) | 36.33M +21.0M (+137.2%) | 2.31% +0.301 pp | 0.01% +0.006 pp | USD9.50 +81.6% | 4 qtrs — |
| 14 | PARK WEST ASSET MANAGEMENT LLC | 2.04M -168.4K (-7.6%) | 35.16M +16.6M (+89.2%) | 2.23% -0.201 pp | 2.92% +1.354 pp | USD8.42 +104.9% | 2 qtrs — |
| 15 | MILLENNIUM MANAGEMENT LLC | 2.00M +651.4K (+48.1%) | 34.58M +23.2M (+203.5%) | 2.20% +0.704 pp | 0.01% +0.010 pp | USD12.02 +43.5% | 10 qtrs — |
| 16 | IRON TRIANGLE PARTNERS LP | 1.99M +2.0M (+100.0%) | 34.26M +34.3M (+100.0%) | 2.18% +2.178 pp | 3.92% +3.917 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 17 | METLIFE INVESTMENT MANAGEMENT, LLC | 1.37M +1.3M (+2,328.5%) | 23.61M +23.1M (+4,875.2%) | 1.50% +1.439 pp | 0.11% +0.112 pp | USD16.78 +2.8% | 10 qtrs — |
| 18 | EAGLE HEALTH INVESTMENTS LP | 1.22M +229.8K (+23.2%) | 21.02M +12.7M (+152.5%) | 1.34% +0.245 pp | 4.62% +2.434 pp | USD10.09 +71.0% | 2 qtrs — |
| 19 | NORTHERN TRUST CORP | 963.6K +2.7K (+0.3%) | 16.62M +8.5M (+105.4%) | 1.06% -0.004 pp | 0.00% +0.001 pp | USD18.40 -6.2% | 11 qtrs — |
| 20 | BECK MACK & OLIVER LLC | 804.7K -599.1K (-42.7%) | 13.88M +2.1M (+17.4%) | 0.88% -0.667 pp | 0.25% +0.037 pp | USD24.84 -30.6% | 11 qtrs — |
| 21 | INVESCO LTD. | 794.6K +65.8K (+9.0%) | 13.71M +7.6M (+123.4%) | 0.87% +0.067 pp | 0.00% +0.001 pp | USD17.78 -3.0% | 10 qtrs — |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 789.7K -505.3K (-39.0%) | 13.62M +2.7M (+24.9%) | 0.87% -0.564 pp | 0.02% +0.007 pp | USD10.51 +64.1% | 10 qtrs — |
| 23 | BANK OF AMERICA CORP /DE/ | 750.4K -774.6K (-50.8%) | 12.95M +104.5K (+0.8%) | 0.82% -0.860 pp | 0.00% +0.000 pp | USD11.96 +44.2% | 10 qtrs — |
| 24 | LORD, ABBETT & CO. LLC | 705.9K +113.8K (+19.2%) | 12.18M +7.2M (+144.2%) | 0.77% +0.120 pp | 0.04% +0.023 pp | USD9.84 +75.3% | 2 qtrs — |
| 25 | BNP PARIBAS ARBITRAGE, SNC | 673.7K +152.4K (+29.2%) | 11.62M +7.2M (+164.7%) | 0.74% +0.163 pp | 0.01% +0.003 pp | USD9.20 +87.5% | 5 qtrs — |
| 26 | D. E. SHAW & CO., INC. | 604.7K -474.1K (-43.9%) | 10.43M +1.3M (+14.8%) | 0.66% -0.528 pp | 0.01% +0.001 pp | USD5.02 +243.6% | 10 qtrs — |
| 27 | BANK OF NEW YORK MELLON CORP | 580.0K +683.0 (+0.1%) | 10.01M +5.1M (+105.1%) | 0.64% -0.004 pp | 0.00% +0.001 pp | USD26.57 -35.1% | 11 qtrs — |
| 28 | ALLIANZ ASSET MANAGEMENT GMBH | 572.4K +267.4K (+87.7%) | 9.87M +7.3M (+284.5%) | 0.63% +0.291 pp | 0.01% +0.007 pp | USD11.69 +47.6% | 6 qtrs — |
| 29 | JPMORGAN CHASE & CO | 554.6K -138.1K (-19.9%) | 9.57M +3.7M (+64.0%) | 0.61% -0.157 pp | 0.00% +0.000 pp | USD13.80 +25.0% | 10 qtrs — |
| 30 | ALGERT GLOBAL LLC | 518.4K -492.7K (-48.7%) | 8.94M +430.0K (+5.1%) | 0.57% -0.548 pp | 0.14% -0.003 pp | USD6.39 +170.0% | 7 qtrs — |
| 31 | ALYESKA INVESTMENT GROUP, L.P. | 500.0K +— (+0.0%) | 8.63M +4.4M (+104.9%) | 0.55% -0.004 pp | 0.02% +0.012 pp | USD8.42 +104.9% | 2 qtrs — |
| 32 | PDT PARTNERS, LLC | 495.1K -45.8K (-8.5%) | 8.54M +4.0M (+87.5%) | 0.54% -0.054 pp | 0.55% +0.267 pp | USD7.51 +129.7% | 9 qtrs — |
| 33 | DIMENSIONAL FUND ADVISORS LP | 492.8K -98.8K (-16.7%) | 8.50M +3.5M (+70.7%) | 0.54% -0.113 pp | 0.00% +0.001 pp | USD28.37 -39.2% | 10 qtrs — |
| 34 | PRINCIPAL FINANCIAL GROUP INC | 483.2K -34.4K (-6.6%) | 8.34M +4.0M (+91.3%) | 0.53% -0.041 pp | 0.00% +0.002 pp | USD25.57 -32.5% | 10 qtrs — |
| 35 | BALYASNY ASSET MANAGEMENT L.P. | 481.1K +365.2K (+314.9%) | 8.30M +7.3M (+750.0%) | 0.53% +0.400 pp | 0.01% +0.009 pp | USD16.04 +7.5% | 9 qtrs — |
| 36 | AMERIPRISE FINANCIAL INC | 463.3K +265.3K (+134.0%) | 7.99M +6.3M (+379.4%) | 0.51% +0.290 pp | 0.00% +0.001 pp | USD20.09 -14.1% | 10 qtrs — |
| 37 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 384.8K +357.6K (+1,319.2%) | 6.64M +6.4M (+2,807.5%) | 0.42% +0.392 pp | 0.05% +0.050 pp | USD16.50 +4.5% | 4 qtrs — |
| 38 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 383.9K +147.9K (+62.7%) | 6.62M +4.6M (+233.2%) | 0.42% +0.160 pp | 0.01% +0.008 pp | USD11.82 +45.9% | 2 qtrs — |
| 39 | CITIGROUP INC | 349.8K +55.3K (+18.8%) | 6.03M +3.6M (+143.3%) | 0.38% +0.059 pp | 0.00% +0.002 pp | USD13.03 +32.4% | 11 qtrs — |
| 40 | BARCLAYS PLC | 346.4K -46.1K (-11.7%) | 5.98M -1.9M (-23.9%) | 0.38% -0.053 pp | 0.00% -0.001 pp | USD15.87 +8.7% | 10 qtrs — |
| 41 | TWO SIGMA INVESTMENTS, LP | 340.5K -779.8K (-69.6%) | 5.87M -3.6M (-37.7%) | 0.37% -0.863 pp | 0.01% -0.006 pp | USD6.03 +186.1% | 4 qtrs — |
| 42 | NATIONAL BANK OF CANADA /FI/ | 337.0K +138.0K (+69.3%) | 5.81M +4.1M (+246.9%) | 0.37% +0.150 pp | 0.01% +0.004 pp | USD12.04 +43.3% | 2 qtrs — |
| 43 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 319.8K -34.4K (-9.7%) | 5.52M +2.5M (+85.0%) | 0.35% -0.040 pp | 0.02% +0.008 pp | USD20.91 -17.5% | 10 qtrs — |
| 44 | TREXQUANT INVESTMENT LP | 309.4K +57.1K (+22.6%) | 5.34M +3.2M (+151.3%) | 0.34% +0.061 pp | 0.05% +0.026 pp | USD10.05 +71.6% | 5 qtrs — |
| 45 | IEQ CAPITAL, LLC | 296.3K +8.3K (+2.9%) | 5.11M +2.7M (+110.8%) | 0.32% +0.007 pp | 0.02% +0.008 pp | USD6.24 +176.4% | 10 qtrs — |
| 46 | CONCENTRIC CAPITAL STRATEGIES, LP | 293.9K +293.9K (+100.0%) | 5.07M +5.1M (+100.0%) | 0.32% +0.322 pp | 0.24% +0.244 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 47 | WINTON GROUP LTD | 279.5K -25.2K (-8.3%) | 4.82M +2.3M (+87.9%) | 0.31% -0.030 pp | 0.17% +0.070 pp | USD8.57 +101.3% | 5 qtrs — |
| 48 | BRANDES INVESTMENT PARTNERS, LP | 279.3K +35.5K (+14.5%) | 4.82M +2.8M (+134.7%) | 0.31% +0.037 pp | 0.04% +0.020 pp | USD12.15 +42.0% | 10 qtrs — |
| 49 | ROYAL BANK OF CANADA | 277.8K +42.4K (+18.0%) | 4.79M +2.8M (+141.8%) | 0.30% +0.045 pp | 0.00% +0.001 pp | USD10.18 +69.4% | 11 qtrs — |
| 50 | UBS GROUP AG | 274.1K -546.5K (-66.6%) | 4.73M -2.2M (-31.6%) | 0.30% -0.605 pp | 0.00% 0.000 pp | USD10.49 +64.4% | 11 qtrs — |
| 51 | VOYA INVESTMENT MANAGEMENT LLC | 269.2K -57.3K (-17.6%) | 4.64M +1.9M (+68.9%) | 0.30% -0.065 pp | 0.00% +0.002 pp | USD10.52 +64.0% | 10 qtrs — |
| 52 | LONGAEVA PARTNERS L.P. | 252.1K +252.1K (+100.0%) | 4.35M +4.3M (+100.0%) | 0.28% +0.276 pp | 0.36% +0.365 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 53 | ALLIANCEBERNSTEIN L.P. | 239.8K +172.1K (+254.0%) | 4.14M +3.6M (+625.3%) | 0.26% +0.188 pp | 0.00% +0.001 pp | USD18.60 -7.3% | 10 qtrs — |
| 54 | RHUMBLINE ADVISERS | 232.6K -60.8K (-20.7%) | 4.01M +1.5M (+62.4%) | 0.26% -0.069 pp | 0.00% +0.001 pp | USD23.19 -25.6% | 10 qtrs — |
| 55 | AUSBIL INVESTMENT MANAGEMENT LTD | 224.7K +192.0K (+587.2%) | 3.88M +3.6M (+1,145.3%) | 0.25% +0.210 pp | 2.20% +2.037 pp | USD15.97 +8.0% | 2 qtrs — |
| 56 | EVERSEPT PARTNERS, LP | 224.1K +4.8K (+2.2%) | 3.87M +2.0M (+109.3%) | 0.25% +0.004 pp | 0.19% +0.068 pp | USD19.94 -13.5% | 6 qtrs — |
| 57 | LEGAL & GENERAL GROUP PLC | 222.5K +65.0K (+41.3%) | 3.84M +2.5M (+189.4%) | 0.24% +0.070 pp | 0.00% +0.001 pp | USD24.94 -30.8% | 10 qtrs — |
| 58 | BANK OF NOVA SCOTIA | 208.7K +— (+0.0%) | 3.60M +1.8M (+104.9%) | 0.23% -0.002 pp | 0.01% +0.002 pp | USD4.94 +249.2% | 3 qtrs — |
| 59 | SWISS NATIONAL BANK | 179.0K +179.0K (+100.0%) | 3.09M +3.1M (+100.0%) | 0.20% +0.196 pp | 0.00% +0.002 pp | USD17.25 +0.0% | 10 qtrs — |
| 60 | SEQUOIA FINANCIAL ADVISORS, LLC | 175.9K +100.0 (+0.1%) | 3.03M +1.6M (+105.0%) | 0.19% -0.001 pp | 0.02% +0.008 pp | USD7.53 +129.1% | 4 qtrs — |
| 61 | PFM HEALTH SCIENCES, LP | 165.4K +165.4K (+100.0%) | 2.85M +2.9M (+100.0%) | 0.18% +0.181 pp | 0.28% +0.285 pp | USD17.25 +0.0% | 1 qtrs NEW |
| 62 | WALLEYE CAPITAL LLC | 154.3K -109.0K (-41.4%) | 2.66M +444.6K (+20.1%) | 0.17% -0.121 pp | 0.01% 0.000 pp | USD7.01 +146.1% | 3 qtrs — |
| 63 | SG AMERICAS SECURITIES, LLC | 153.2K +108.9K (+245.9%) | 2.64M +2.3M (+608.6%) | 0.17% +0.119 pp | 0.00% +0.002 pp | USD14.75 +16.9% | 10 qtrs — |
| 64 | VERITION FUND MANAGEMENT LLC | 150.0K +84.1K (+127.8%) | 2.59M +2.0M (+366.7%) | 0.16% +0.092 pp | 0.01% +0.008 pp | USD13.37 +29.0% | 6 qtrs — |
| 65 | STATE OF WISCONSIN INVESTMENT BOARD | 148.0K -54.1K (-26.8%) | 2.55M +851.3K (+50.0%) | 0.16% -0.061 pp | 0.01% +0.002 pp | USD10.83 +59.3% | 10 qtrs — |
| 66 | MUFG SECURITIES EMEA PLC | 145.0K -342.0K (-70.2%) | 2.50M -1.6M (-39.0%) | 0.16% -0.379 pp | 0.03% -0.074 pp | USD4.94 +249.2% | 3 qtrs — |
| 67 | QUANTINNO CAPITAL MANAGEMENT LP | 141.9K +43.3K (+43.9%) | 2.45M +1.6M (+194.9%) | 0.16% +0.047 pp | 0.00% +0.003 pp | USD10.69 +61.4% | 5 qtrs — |
| 68 | SEI INVESTMENTS CO | 135.6K +83.2K (+158.8%) | 2.34M +1.9M (+430.2%) | 0.15% +0.091 pp | 0.00% +0.002 pp | USD13.84 +24.6% | 10 qtrs — |
| 69 | INTRUST BANK NA | 123.7K +— (+0.0%) | 2.13M +1.1M (+104.9%) | 0.14% -0.001 pp | 0.18% +0.090 pp | USD4.94 +249.2% | 3 qtrs — |
| 70 | FEDERATED HERMES, INC. | 123.6K +38.0K (+44.4%) | 2.13M +1.4M (+195.9%) | 0.14% +0.041 pp | 0.00% +0.002 pp | USD8.73 +97.6% | 3 qtrs — |
| 71 | MARINER, LLC | 123.0K +23.0K (+23.0%) | 2.12M +1.3M (+152.0%) | 0.13% +0.025 pp | 0.00% +0.001 pp | USD9.06 +90.4% | 5 qtrs — |
| 72 | ING GROEP NV | 122.1K -116.0K (-48.7%) | 2.11M +101.4K (+5.1%) | 0.13% -0.129 pp | 0.01% +0.002 pp | USD4.94 +249.2% | 3 qtrs — |
| 73 | THRIVENT FINANCIAL FOR LUTHERANS | 121.9K -35.6K (-22.6%) | 2.10M +777.0K (+58.6%) | 0.13% -0.040 pp | 0.00% +0.001 pp | USD15.19 +13.6% | 10 qtrs — |
| 74 | WELLS FARGO & COMPANY/MN | 120.0K +31.5K (+35.7%) | 2.07M +1.3M (+177.9%) | 0.13% +0.034 pp | 0.00% +0.000 pp | USD15.05 +14.6% | 10 qtrs — |
| 75 | ADVISOR GROUP HOLDINGS, INC. | 119.0K +108.4K (+1,024.9%) | 2.05M +2.0M (+2,106.4%) | 0.13% +0.119 pp | 0.00% +0.003 pp | USD16.97 +1.6% | 10 qtrs — |
| 76 | COHEN CAPITAL MANAGEMENT, INC. | 118.1K +— (+0.0%) | 2.04M +1.0M (+104.9%) | 0.13% -0.001 pp | 0.31% +0.152 pp | USD16.94 +1.8% | 10 qtrs — |
| 77 | ASSENAGON ASSET MANAGEMENT S.A. | 115.8K -157.4K (-57.6%) | 2.00M -303.4K (-13.2%) | 0.13% -0.175 pp | 0.00% 0.000 pp | USD7.55 +128.5% | 4 qtrs — |
| 78 | PRICE T ROWE ASSOCIATES INC /MD/ | 113.0K +20.5K (+22.2%) | 1.95M +1.2M (+150.2%) | 0.12% +0.022 pp | 0.00% +0.000 pp | USD19.90 -13.3% | 10 qtrs — |
| 79 | UBS ASSET MANAGEMENT AMERICAS INC | 109.4K +109.4K (+100.0%) | 1.89M +1.9M (+100.0%) | 0.12% +0.120 pp | 0.00% +0.000 pp | USD17.25 +0.0% | 10 qtrs — |
| 80 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 108.3K +— (+0.0%) | 1.87M +956.0K (+104.8%) | 0.12% -0.001 pp | 0.00% +0.002 pp | USD28.46 -39.4% | 10 qtrs — |
| 81 | CWM, LLC | 108.3K +2.8K (+2.6%) | 1.87M +979.0K (+110.1%) | 0.12% +0.002 pp | 0.01% +0.002 pp | USD6.22 +177.3% | 11 qtrs — |
| 82 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 105.8K +— (+0.0%) | 1.82M +933.9K (+104.9%) | 0.12% -0.001 pp | 0.17% +0.076 pp | USD4.94 +249.2% | 3 qtrs — |
| 83 | CAPTRUST FINANCIAL ADVISORS | 99.8K +64.2K (+180.2%) | 1.72M +1.4M (+474.0%) | 0.11% +0.070 pp | 0.00% +0.003 pp | USD15.13 +14.0% | 10 qtrs — |
| 84 | CANADA PENSION PLAN INVESTMENT BOARD | 96.7K +54.9K (+131.3%) | 1.67M +1.3M (+373.9%) | 0.11% +0.060 pp | 0.00% +0.001 pp | USD12.84 +34.3% | 7 qtrs — |
| 85 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 94.8K +7.6K (+8.7%) | 1.65M +912.5K (+124.2%) | 0.10% +0.008 pp | 0.00% +0.002 pp | USD8.32 +107.3% | 4 qtrs — |
| 86 | CREATIVE PLANNING | 87.9K +11.2K (+14.6%) | 1.52M +870.0K (+134.8%) | 0.10% +0.012 pp | 0.00% +0.001 pp | USD7.85 +119.7% | 5 qtrs — |
| 87 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 87.5K +80.9K (+1,229.8%) | 1.51M +1.5M (+2,624.3%) | 0.10% +0.089 pp | 0.00% +0.002 pp | USD18.10 -4.7% | 10 qtrs — |
| 88 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 87.0K -88.9K (-50.5%) | 1.50M +19.6K (+1.3%) | 0.10% -0.099 pp | 0.00% +0.000 pp | USD6.72 +156.7% | 10 qtrs — |
| 89 | PRUDENTIAL FINANCIAL INC | 85.6K -9.4K (-9.9%) | 1.49M +687.4K (+86.0%) | 0.09% -0.011 pp | 0.00% +0.001 pp | USD25.50 -32.4% | 10 qtrs — |
| 90 | CENTIVA CAPITAL, LP | 75.0K -390.6K (-83.9%) | 1.29M -2.6M (-67.0%) | 0.08% -0.432 pp | 0.01% -0.027 pp | USD7.39 +133.4% | 5 qtrs — |
| 91 | CITADEL ADVISORS LLC | 73.5K -535.9K (-87.9%) | 1.27M -3.9M (-75.3%) | 0.08% -0.592 pp | 0.00% -0.001 pp | USD8.98 +92.1% | 10 qtrs — |
| 92 | CERITY PARTNERS LLC | 66.7K +2.9K (+4.6%) | 1.15M +612.3K (+113.9%) | 0.07% +0.003 pp | 0.00% +0.001 pp | USD11.00 +56.8% | 10 qtrs — |
| 93 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 65.3K +3.8K (+6.1%) | 1.15M +572.8K (+100.0%) | 0.07% +0.004 pp | 0.00% +0.001 pp | USD6.15 +180.5% | 4 qtrs — |
| 94 | MARTINGALE ASSET MANAGEMENT L P | 65.4K -16.7K (-20.3%) | 1.13M +436.6K (+63.2%) | 0.07% -0.019 pp | 0.03% +0.011 pp | USD7.20 +139.6% | 3 qtrs — |
| 95 | VOLEON CAPITAL MANAGEMENT LP | 64.4K +29.0K (+81.9%) | 1.11M +813.2K (+272.7%) | 0.07% +0.032 pp | 0.02% +0.017 pp | USD10.48 +64.6% | 3 qtrs — |
| 96 | ROYCE & ASSOCIATES LP | 56.3K +— (+0.0%) | 972.0K +497.5K (+104.9%) | 0.06% 0.000 pp | 0.01% +0.005 pp | USD4.94 +249.2% | 3 qtrs — |
| 97 | RUSSELL INVESTMENTS GROUP, LTD. | 55.9K -96.1K (-63.2%) | 965.8K -314.3K (-24.6%) | 0.06% -0.107 pp | 0.00% 0.000 pp | USD5.79 +197.9% | 10 qtrs — |
| 98 | LOS ANGELES CAPITAL MANAGEMENT LLC | 78.7K -11.1K (-12.4%) | 788.9K +33.1K (+4.4%) | 0.09% -0.013 pp | 0.00% +0.000 pp | USD6.67 +158.6% | 3 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 144 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Brandes U.S. Small-Mid Cap Value ETF BSMC | 1.83% | 2.96M | 0.70% |
| 2 | Invesco S&P Spin-Off ETF CSD | 1.05% | 2.36M | 0.67% |
| 3 | Invesco S&P SmallCap Health Care ETF PSCH | 0.73% | 1.20M | 0.29% |
| 4 | Invesco Dorsey Wright SmallCap Momentum ETF DWAS | 0.43% | 2.04M | 0.60% |
| 5 | Schwab Fundamental U.S. Small Company Index ETF FNDA | 0.23% | 21.01M | 0.25% |
| 6 | Pacer US Small Cap Cash Cows ETF CALF | 0.21% | 7.31M | 0.59% |
| 7 | iShares Healthcare Innovation UCITS ETF HEAL.L | 0.19% | 2.15M | 0.40% |
| 8 | State Street SPDR S&P 600 Small Cap Value ETF SLYV | 0.19% | 8.98M | 0.15% |
| 9 | iShares S&P Small-Cap 600 Value ETF IJS | 0.18% | 14.66M | 0.18% |
| 10 | Invesco S&P SmallCap 600 Revenue ETF RWJ | 0.18% | 3.61M | 0.39% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.63
Neutral
Ratio by volume
3.00
Bullish
Buys
12
Sells
19
Shares acquired
343.7K
Shares disposed
64.3K
Cash buys
—
Cash sales
12.00
Net activity
+279,452
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-20 | Russell Erin L | Director | M-Exempt | D | Restricted Stock Unit | 23,946 | 0.00 | — | 38,817 | D | ↗ |
| 2026-03-16 | Morais Mark A. | Officer | S-Sale | D | Common Stock | 1,804 | 9.22 | 16.6K | 69,899 | D | ↗ |
| 2026-03-16 | Mcconnell Jill G. | Officer | S-Sale | D | Common Stock | 1,804 | 9.22 | 16.6K | 72,276 | D | ↗ |
| 2026-03-13 | Morais Mark A. | Officer | M-Exempt | D | Restricted Stock Unit | 4,284 | 0.00 | — | 113,001 | D | ↗ |
| 2026-03-13 | Mcconnell Jill G. | Officer | M-Exempt | D | Restricted Stock Unit | 4,284 | 0.00 | — | 151,847 | D | ↗ |
| 2026-03-10 | Parks Robert | Officer | S-Sale | D | Common Stock | 964 | 9.21 | 8.9K | 22,389 | D | ↗ |
| 2026-03-10 | Morais Mark A. | Officer | S-Sale | D | Common Stock | 2,300 | 9.21 | 21.2K | 67,419 | D | ↗ |
| 2026-03-10 | Mcconnell Jill G. | Officer | S-Sale | D | Common Stock | 2,530 | 8.93 | 22.6K | 72,327 | D | ↗ |
| 2026-03-09 | Parks Robert | Officer | M-Exempt | A | Common Stock | 5,270 | 0.00 | — | 24,316 | D | ↗ |
| 2026-03-09 | Morais Mark A. | Officer | M-Exempt | D | Restricted Stock Unit | 13,966 | 0.00 | — | 117,285 | D | ↗ |
| 2026-03-09 | Mcconnell Jill G. | Officer | M-Exempt | D | Restricted Stock Unit | 15,283 | 0.00 | — | 156,131 | D | ↗ |
| 2026-03-06 | Parks Robert | Officer | A-Award | A | Restricted Stock Unit | 22,893 | 0.00 | — | 90,614 | D | ↗ |
| 2026-03-06 | Morais Mark A. | Officer | A-Award | A | Performance Stock Units | 66,667 | 0.00 | — | 66,667 | D | ↗ |
| 2026-03-06 | Mcconnell Jill G. | Officer | A-Award | A | Performance Stock Units | 66,667 | 0.00 | — | 66,667 | D | ↗ |
| 2026-02-10 | Morais Mark A. | Officer | S-Sale | D | Common Stock | 589 | 13.65 | 8.0K | 58,642 | D | ↗ |
| 2026-02-10 | Mcconnell Jill G. | Officer | S-Sale | D | Common Stock | 440 | 13.65 | 6.0K | 60,015 | D | ↗ |
| 2026-02-09 | Morais Mark A. | Officer | M-Exempt | A | Common Stock | 2,255 | 0.00 | — | 59,231 | D | ↗ |
| 2026-02-09 | Mcconnell Jill G. | Officer | M-Exempt | A | Common Stock | 1,685 | 0.00 | — | 60,455 | D | ↗ |
| 2025-11-20 | Sharbaugh William J | Director | A-Award | A | Restricted Stock Unit | 20,916 | 0.00 | — | 20,916 | D | ↗ |
| 2025-09-22 | Sharbaugh William J | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-09-16 | Parks Robert | Officer | S-Sale | D | Common Stock | 7,338 | 9.95 | 73.0K | 19,046 | D | ↗ |
| 2025-09-15 | Parks Robert | Officer | M-Exempt | D | Restricted Stock Unit | 24,934 | 0.00 | — | 67,721 | D | ↗ |
| 2025-09-09 | Parks Robert | Officer | S-Sale | D | Common Stock | 592 | 10.23 | 6.1K | 1,450 | D | ↗ |
| 2025-09-09 | Morais Mark A. | Officer | S-Sale | D | Common Stock | 3,155 | 10.23 | 32.3K | 56,976 | D | ↗ |
| 2025-09-09 | Mcconnell Jill G. | Officer | S-Sale | D | Common Stock | 3,156 | 10.23 | 32.3K | 58,770 | D | ↗ |
| 2025-09-09 | Hanson James S. | Officer | S-Sale | D | Common Stock | 1,677 | 10.23 | 17.2K | 19,092 | D | ↗ |
| 2025-09-08 | Parks Robert | Officer | M-Exempt | A | Common Stock | 2,042 | 0.00 | — | 2,042 | D | ↗ |
| 2025-09-08 | Morais Mark A. | Officer | M-Exempt | A | Common Stock | 7,156 | 0.00 | — | 60,131 | D | ↗ |
| 2025-09-08 | Mcconnell Jill G. | Officer | M-Exempt | A | Common Stock | 7,156 | 0.00 | — | 61,926 | D | ↗ |
| 2025-09-08 | Hanson James S. | Officer | M-Exempt | D | Restricted Stock Unit | 5,788 | 0.00 | — | 47,167 | D | ↗ |
| 2025-09-02 | Russell Erin L | Director | P-Purchase | A | Common Stock | 9,854 | 10.15 | 100.0K | 9,854 | D | ↗ |
| 2025-08-19 | Morais Mark A. | Officer | S-Sale | D | Common Stock | 4,886 | 8.01 | 39.1K | 52,975 | D | ↗ |
| 2025-08-19 | Mcconnell Jill G. | Officer | S-Sale | D | Common Stock | 4,886 | 8.01 | 39.1K | 54,770 | D | ↗ |
| 2025-08-18 | Morais Mark A. | Officer | M-Exempt | A | Common Stock | 11,312 | 0.00 | — | 57,861 | D | ↗ |
| 2025-08-18 | Mcconnell Jill G. | Officer | M-Exempt | D | Restricted Stock Unit | 11,312 | 0.00 | — | 91,805 | D | ↗ |
| 2025-08-11 | NEUPERT PETER M | Director | P-Purchase | A | Common Stock | 32,500 | 6.26 | 203.5K | 98,132 | D | ↗ |
| 2025-08-08 | NEUPERT PETER M | Director | P-Purchase | A | Common Stock | 30,000 | 6.79 | 203.7K | 65,632 | D | ↗ |
| 2025-08-04 | Thakral Anshul | Director / Officer | A-Award | A | Restricted Stock Unit | 1,250,000 | 0.00 | — | 1,250,000 | D | ↗ |
| 2025-06-10 | Smith David Ross | Director | A-Award | A | Restricted Stock Unit | 38,817 | 0.00 | — | 38,817 | D | ↗ |
| 2025-06-10 | SANDERS MACHELLE | Director | A-Award | A | Restricted Stock Unit | 38,817 | 0.00 | — | 38,817 | D | ↗ |
| 2025-06-10 | Russell Erin L | Director | A-Award | A | Restricted Stock Unit | 38,817 | 0.00 | — | 62,763 | D | ↗ |
| 2025-06-10 | Ray Amrit | Director | A-Award | A | Restricted Stock Unit | 38,817 | 0.00 | — | 38,817 | D | ↗ |
| 2025-06-10 | Pesicka Edward A | Director | A-Award | A | Restricted Stock Unit | 38,817 | 0.00 | — | 38,817 | D | ↗ |
| 2025-06-03 | Morais Mark A. | Officer | S-Sale | D | Common Stock | 3,130 | 4.17 | 13.1K | 46,549 | D | ↗ |
| 2025-06-03 | Mcconnell Jill G. | Officer | S-Sale | D | Common Stock | 3,130 | 4.17 | 13.1K | 48,344 | D | ↗ |
| 2025-06-03 | Hanson James S. | Officer | S-Sale | D | Common Stock | 2,191 | 4.17 | 9.1K | 14,981 | D | ↗ |
| 2025-06-02 | Morais Mark A. | Officer | M-Exempt | A | Common Stock | 11,007 | 0.00 | — | 49,679 | D | ↗ |
| 2025-06-02 | Mcconnell Jill G. | Officer | M-Exempt | D | Restricted Stock Unit | 11,007 | 0.00 | — | 103,117 | D | ↗ |
| 2025-06-02 | Hanson James S. | Officer | M-Exempt | D | Restricted Stock Unit | 7,706 | 0.00 | — | 52,955 | D | ↗ |
| 2025-05-14 | Smith David Ross | Director | M-Exempt | A | Common Stock | 7,282 | 0.00 | — | 11,729 | D | ↗ |
| 2025-05-14 | SANDERS MACHELLE | Director | M-Exempt | D | Restricted Stock Unit | 7,282 | 0.00 | — | 0 | D | ↗ |
| 2025-05-14 | Ray Amrit | Director | M-Exempt | A | Common Stock | 7,282 | 0.00 | — | 13,636 | D | ↗ |
| 2025-05-14 | Pesicka Edward A | Director | M-Exempt | D | Restricted Stock Unit | 7,282 | 0.00 | — | 0 | D | ↗ |
| 2025-05-14 | NEUPERT PETER M | Director / Officer | M-Exempt | A | Common Stock | 7,282 | 0.00 | — | 35,632 | D | ↗ |
| 2025-03-20 | Russell Erin L | Director | A-Award | A | Restricted Stock Unit | 23,946 | 0.00 | — | 23,946 | D | ↗ |
| 2025-03-20 | Pike Thomas | Director / Officer | A-Award | A | Restricted Stock Unit | 67,731 | 0.00 | — | 359,342 | D | ↗ |
| 2025-03-14 | Morais Mark A. | Officer | S-Sale | D | Common Stock | 1,207 | 9.70 | 11.7K | 38,672 | D | ↗ |
| 2025-03-14 | Mcconnell Jill G. | Officer | S-Sale | D | Common Stock | 1,210 | 9.70 | 11.7K | 40,467 | D | ↗ |
| 2025-03-14 | Hanson James S. | Officer | S-Sale | D | Common Stock | 1,007 | 9.70 | 9.8K | 9,466 | D | ↗ |
| 2025-03-13 | Morais Mark A. | Officer | S-Sale | D | Common Stock | 203 | 9.93 | 2.0K | 35,596 | D | ↗ |
| 2025-03-13 | Mcconnell Jill G. | Officer | M-Exempt | D | Restricted Stock Unit | 4,283 | 0.00 | — | 114,124 | D | ↗ |
| 2025-03-13 | Hanson James S. | Officer | M-Exempt | A | Common Stock | 2,998 | 0.00 | — | 10,473 | D | ↗ |
| 2025-03-12 | Morais Mark A. | Officer | S-Sale | D | Common Stock | 499 | 9.98 | 5.0K | 35,074 | D | ↗ |
| 2025-03-12 | Mcconnell Jill G. | Officer | M-Exempt | A | Common Stock | 935 | 0.00 | — | 37,655 | D | ↗ |
| 2025-03-11 | Morais Mark A. | Officer | M-Exempt | D | Restricted Stock Unit | 1,573 | 0.00 | — | 115,959 | D | ↗ |
| 2025-03-11 | Mcconnell Jill G. | Officer | M-Exempt | A | Common Stock | 2,028 | 0.00 | — | 37,363 | D | ↗ |
| 2025-03-07 | Russell Erin L | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-07 | Parks Robert | Officer | A-Award | A | Restricted Stock Unit | 15,811 | 0.00 | — | 94,697 | D | ↗ |
| 2025-03-07 | Morais Mark A. | Officer | A-Award | A | Restricted Stock Unit | 41,898 | 0.00 | — | 117,532 | D | ↗ |
| 2025-03-07 | Mcconnell Jill G. | Officer | A-Award | A | Restricted Stock Unit | 45,850 | 0.00 | — | 121,370 | D | ↗ |
| 2025-03-07 | Hanson James S. | Officer | A-Award | A | Restricted Stock Unit | 27,668 | 0.00 | — | 63,659 | D | ↗ |
| 2025-03-06 | Parks Robert | Officer | A-Award | A | Restricted Stock Unit | 4,084 | 0.00 | — | 78,886 | D | ↗ |
| 2025-03-06 | Morais Mark A. | Officer | A-Award | A | Restricted Stock Unit | 14,313 | 0.00 | — | 75,634 | D | ↗ |
| 2025-03-06 | Mcconnell Jill G. | Officer | A-Award | A | Restricted Stock Unit | 14,313 | 0.00 | — | 75,520 | D | ↗ |
| 2025-03-06 | Hanson James S. | Officer | A-Award | A | Restricted Stock Unit | 11,577 | 0.00 | — | 35,991 | D | ↗ |
| 2025-02-21 | ECKERT R ANDREW | Director | M-Exempt | A | Common Stock | 7,282 | 0.00 | — | 13,636 | D | ↗ |
| 2025-02-12 | Morais Mark A. | Officer | S-Sale | D | Common Stock | 424 | 14.67 | 6.2K | 34,000 | D | ↗ |
| 2025-02-12 | Mcconnell Jill G. | Officer | S-Sale | D | Common Stock | 540 | 14.67 | 7.9K | 35,335 | D | ↗ |
| 2025-02-11 | Morais Mark A. | Officer | M-Exempt | A | Common Stock | 1,210 | 0.00 | — | 34,424 | D | ↗ |
| 2025-02-11 | Mcconnell Jill G. | Officer | M-Exempt | D | Restricted Stock Unit | 1,544 | 0.00 | — | 61,207 | D | ↗ |
| 2025-02-10 | Morais Mark A. | Officer | S-Sale | D | Common Stock | 773 | 14.80 | 11.4K | 33,214 | D | ↗ |
| 2025-02-10 | Mcconnell Jill G. | Officer | S-Sale | D | Common Stock | 578 | 14.80 | 8.6K | 34,331 | D | ↗ |
| 2025-02-07 | Morais Mark A. | Officer | M-Exempt | D | Restricted Stock Unit | 2,256 | 0.00 | — | 62,531 | D | ↗ |
| 2025-02-07 | Mcconnell Jill G. | Officer | M-Exempt | A | Common Stock | 1,687 | 0.00 | — | 34,909 | D | ↗ |
| 2025-01-13 | Pike Thomas | Director / Officer | S-Sale | D | Common Stock | 11,268 | 18.04 | 203.3K | 159,868 | D | ↗ |
| 2025-01-10 | Pike Thomas | Director / Officer | M-Exempt | D | Restricted Stock Unit | 40,220 | 0.00 | — | 291,611 | D | ↗ |
| 2024-12-16 | Morais Mark A. | Officer | F-InKind | D | Common Stock | 179 | 20.31 | 3.6K | 31,731 | D | ↗ |
| 2024-12-15 | Morais Mark A. | Officer | M-Exempt | D | Restricted Stock Unit | 406 | 0.00 | — | 64,787 | D | ↗ |
| 2024-09-13 | Parks Robert | Officer | A-Award | A | Restricted Stock Unit | 74,802 | 0.00 | — | 74,802 | — | ↗ |
| 2024-08-19 | Pike Thomas | Director / Officer | F-InKind | D | Common Stock | 52,602 | 22.39 | 1.18M | 130,916 | — | ↗ |
| 2024-08-19 | Morais Mark A. | Officer | M-Exempt | A | Common Stock | 11,312 | 0.00 | — | 36,464 | — | ↗ |
| 2024-08-19 | Mcconnell Jill G. | Officer | M-Exempt | A | Common Stock | 11,312 | 0.00 | — | 38,194 | — | ↗ |
| 2024-08-12 | Parks Robert | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-18 | Smith David Ross | Director | F-InKind | D | Common Stock | 1,907 | 25.85 | 49.3K | 4,447 | — | ↗ |
| 2024-07-18 | Ray Amrit | Director | M-Exempt | A | Common Stock | 6,354 | 0.00 | — | 6,354 | — | ↗ |
| 2024-07-18 | Pesicka Edward A | Director | M-Exempt | D | Restricted Stock Unit | 6,354 | 0.00 | — | 7,282 | — | ↗ |
| 2024-07-18 | NEUPERT PETER M | Director | M-Exempt | D | Restricted Stock Unit | 6,354 | 0.00 | — | 7,282 | — | ↗ |
| 2024-07-18 | ECKERT R ANDREW | Director | M-Exempt | A | Common Stock | 6,354 | 0.00 | — | 6,354 | — | ↗ |
| 2024-01-09 | Pike Thomas | Officer | M-Exempt | D | Restricted Stock Unit | 40,220 | 0.00 | — | 457,522 | — | ↗ |
| 2023-08-23 | Pike Thomas | Officer | P-Purchase | A | Common Stock | 20,000 | 25.23 | 504.6K | 20,000 | — | ↗ |
| 2023-08-17 | Pike Thomas | Officer | A-Award | A | Restricted Stock Unit | 377,074 | 0.00 | — | 497,742 | — | ↗ |
| 2023-07-18 | Smith David Ross | Director | A-Award | A | Restricted Stock Unit | 6,354 | 0.00 | — | 6,354 | — | ↗ |
| 2023-07-18 | Larson Betty D | Director | A-Award | A | Restricted Stock Unit | 6,354 | 0.00 | — | 6,354 | — | ↗ |
| 2023-06-30 | Pike Thomas | Officer | A-Award | A | Restricted Stock Unit | 120,668 | 0.00 | — | 120,668 | — | ↗ |
| 2023-06-29 | Larson Betty D | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-20 | van der Vaart Sandra D | Director / Officer | J-Other | A | Common Stock | 7,816 | 0.00 | — | 7,816 | — | ↗ |
| 2023-06-20 | EISENBERG GLENN A | Director / Officer | J-Other | A | Common Stock | 42,176 | 0.00 | — | 42,176 | — | ↗ |
| 2023-06-15 | Smith David Ross | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-09 | van der Vaart Sandra D | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-09 | Pike Thomas | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-09 | EISENBERG GLENN A | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
-59.4K
Shares Outstanding
93.50M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Anshul Thakral Chief Executive Officer Jill McConnell Chief Financial Officer | 401.9K | — | 10.48M | — | 687.5K | 15.9K | 11.58M | 90.46% | ↗ |
| 2 | 2025 | Peter Neupert Interim Chief Executive Officer | 465.4K | — | — | — | — | 7.33M | 7.79M | 0.00% | ↗ |
| 3 | 2025 | Mark Morais Chief Operating Officer; President, Clinical Services | 506.6K | — | 863.0K | — | 295.2K | 16.1K | 1.68M | 51.34% | ↗ |
| 4 | 2025 | Thomas Pike Former Chief Executive Officer | 506.6K | — | 804.1K | — | 295.2K | 10.9K | 1.62M | 49.74% | ↗ |
| 5 | 2024 | Mark Morais Chief Operating Officer; President, Clinical Services | 503.8K | — | 819.7K | — | — | 17.5K | 1.34M | 61.12% | ↗ |
| 6 | 2024 | Thomas Pike Former Chief Executive Officer | 503.8K | — | 819.7K | — | — | 13.2K | 1.34M | 61.32% | ↗ |
| 7 | 2024 | Peter Neupert Interim Chief Executive Officer | 1.11M | — | — | — | — | 11.4K | 1.12M | 0.00% | ↗ |
| 8 | 2023 | Peter Neupert Interim Chief Executive Officer | 1.08M | — | 14.13M | 10.00M | 1.10M | 12.9K | 26.32M | 91.67% | ↗ |
| 9 | 2023 | Thomas Pike Former Chief Executive Officer | 456.9K | 200.0K | 2.50M | — | 62.7K | 12.9K | 3.23M | 77.32% | ↗ |
| 10 | 2023 | Mark Morais Chief Operating Officer; President, Clinical Services | 455.6K | 200.0K | 2.34M | — | 62.3K | 17.5K | 3.08M | 76.11% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Anshul Thakral | Chief Executive Officer & Director | 2M | male |
| Jill McConnell | Chief Financial Officer | 817.9K | female |
| Mark A. Morais | Chief Operating Officer & President of Clinical Services | 812.7K | male |
| Drayton Virkler | President & Chief Commercial Officer | — | male |
| Hima Inguva | Head of Corporate Development | — | female |
| Leonard Scott Dove | President of Clinical Pharmacology Services | — | — |
| Oren J. Cohen | Chief Medical Officer | — | — |
| Robert Parks | Chief Accounting Officer | — | male |
| Sandy Kennedy | Chief Quality, Regulatory Affairs & Sustainability Officer | — | female |
| Agnieszka Gallagher | General Counsel & Corporate Secretary | — | female |
| Tracy H. Krumme | Senior Vice President of Investor Relations | — | female |
| Alejandro Martinez Galindo | Chief Information Officer | — | male |
ESG Rating
ESG Score History BIOTECHNOLOGY
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-06-23 | 2025-07-25 | James French Hill | AR02 | Spouse | Sale | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for FTRE
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
