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GoodRx Holdings, Inc. (GDRX)

USD3.06 +0.05 (+1.80%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 2701 Olympic Boulevard 90404
Santa Monica, CA, US
CEO Wendy Barnes
Website goodrx.com
IPO 2020-09-23
CIK 1809519 ISIN US38246G1085

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Description

GoodRx Holdings, Inc. provides American consumers with essential resources and tools to compare and ultimately lower the cost of their prescription medications. The company operates a digital platform dedicated to price comparison, delivering customized, geographically tailored prescription pricing. It also grants access to special, negotiated rates through unique GoodRx codes, which can be utilized for savings on prescriptions throughout the entire United States. Beyond this core offering, the firm also extends its portfolio to include subscription services, programs designed for pharmaceutical manufacturers, and telehealth capabilities. GoodRx additionally collaborates with pharmacy benefit managers, entities responsible for managing drug formularies and overseeing prescription transactions, including the critical task of setting prices between consumers and pharmacies. The company was founded in 2015 and maintains its principal office in Santa Monica, California.

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
USD3.06 +0.05 (+1.80%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.61
Float Shares
282.22M
Free Float %
82.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-5.28% +7.17% +22.83% +23.39% -12.09% -0.74% -38.16% -47.25% -90.88% -94.67% -94.67%
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 (24 ratings, all time) Hold
Price Targets & DCF
Current price
3.06
Low 2.75 -10.3%
Consensus 3.25 +6.1%
Median 3.00 -2.1%
High 4.00 +30.5%
DCF (Unlevered) 4.77 +55.6%
DCF (Levered) 3.41 +11.4%

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) 33% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 4 0
Hold 8 0
Sell 0 0
Strong Sell 2 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
3.00
-2.1%
Last Year 5
3.75
+22.4%
All Time 24
14.26
+365.4%
Quality scores
Altman Z-Score
0.23
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    +0.6% Q1'26: -4.4% (vs Q1'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    +104.1% Q1'26: -1.3% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    +7.0% Q1'26: +5.5% (vs Q1'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    +12.4% Q1'26: +10.1% (vs Q1'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    +14.4% Q1'26: +17.6% (vs Q1'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    -9.0% Q1'26: -10.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    0.32× Q1'26: 0.36× (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 (1.55) × ERP
WACC = 94% × Ke + 6% × Kd (71.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 4.80 Current price: 3.06
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 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
11 Rev. Ana.
8 EPS Ana.
Dec 2027
11 Rev. Ana.
9 EPS Ana.
Dec 2028
11 Rev. Ana.
7 EPS Ana.
Dec 2029
5 Rev. Ana.
2 EPS Ana.
Dec 2030
5 Rev. Ana.
5 EPS Ana.
Revenue
550.70M
est: 545.10M (+1.0%)
745.42M
est: 749.25M (-0.5%)
766.55M
est: 760.83M (+0.8%)
750.27M
est: 775.09M (-3.2%)
792.32M
est: 793.57M (-0.2%)
796.85M
est: 795.07M (+0.2%)
773.07M
770.48M – 773.83M
-2.8% YoY
816.83M
799.43M – 836.08M
+5.7% YoY
879.24M
878.28M – 880.20M
+7.6% YoY
967.32M
949.31M – 984.24M
+10.0% YoY
914.80M
897.77M – 930.80M
-5.4% YoY
EBITDA
-257.11M
est: 2.39M (-10,879.5%)
48.00M
est: 85.87M (-44.1%)
65.19M
est: 113.13M (-42.4%)
108.82M
est: 315.79M (-65.5%)
153.92M
est: 323.32M (-52.4%)
184.36M
est: 323.92M (-43.1%)
314.96M
313.91M – 315.27M
-2.8% YoY
332.79M
325.70M – 340.63M
+5.7% YoY
358.22M
357.83M – 358.61M
+7.6% YoY
394.10M
386.77M – 401.00M
+10.0% YoY
372.71M
365.77M – 379.22M
-5.4% YoY
EBIT
-275.54M
est: -39.23M (-602.3%)
13.47M
est: 26.20M (-48.6%)
11.01M
est: 46.62M (-76.4%)
1.16M
est: 198.92M (-99.4%)
84.38M
est: 203.66M (-58.6%)
99.14M
est: 204.05M (-51.4%)
198.40M
197.73M – 198.60M
-2.8% YoY
209.63M
205.17M – 214.57M
+5.7% YoY
225.65M
225.40M – 225.89M
+7.6% YoY
248.25M
243.63M – 252.60M
+10.0% YoY
234.77M
230.40M – 238.88M
-5.4% YoY
Net Income
-293.62M
est: 140.77M (-308.6%)
-25.25M
est: -35.11M (+28.1%)
-32.83M
est: 11.79M (-378.4%)
-8.87M
est: -52.69M (+83.2%)
16.39M
est: 122.06M (-86.6%)
30.44M
est: 126.91M (-76.0%)
114.95M
95.50M – 134.40M
-9.4% YoY
129.26M
101.31M – 157.21M
+12.4% YoY
56.48M
38.31M – 275.09M
-56.3% YoY
251.67M
245.58M – 257.39M
+345.6% YoY
— – —
-100.0% YoY
SGA
716.59M
est: 424.65M (+68.7%)
524.90M
est: 583.69M (-10.1%)
502.42M
est: 694.27M (-27.6%)
466.84M
est: 488.78M (-4.5%)
484.98M
est: 500.43M (-3.1%)
445.52M
est: 501.37M (-11.1%)
487.50M
485.87M – 487.98M
-2.8% YoY
515.10M
504.13M – 527.24M
+5.7% YoY
554.46M
553.85M – 555.06M
+7.6% YoY
610.00M
598.64M – 620.67M
+10.0% YoY
576.88M
566.14M – 586.97M
-5.4% YoY
EPS
-1.07
est: 0.36 (-398.1%)
-0.06
est: 0.35 (-117.2%)
-0.08
est: 0.28 (-128.8%)
-0.02
est: -0.15 (+85.4%)
0.04
est: 0.34 (-87.6%)
0.09
est: 0.36 (-76.3%)
0.31
0.27 – 0.38
-14.8% YoY
0.36
0.28 – 0.44
+17.9% YoY
0.43
0.11 – 0.77
+19.7% YoY
0.71
0.69 – 0.72
+62.6% YoY
— – —
-100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 A- 4/5 4/5 3/5 4/5 3/5 2/5 4/5
2026-05-11 A- 4/5 4/5 3/5 4/5 3/5 2/5 4/5
2026-05-08 B+ 3/5 4/5 3/5 3/5 3/5 2/5 4/5
2026-05-07 B+ 3/5 4/5 3/5 3/5 3/5 2/5 4/5
2026-05-06 B+ 3/5 4/5 3/5 3/5 3/5 2/5 4/5
2026-05-05 A- 4/5 4/5 3/5 4/5 3/5 2/5 4/5
2026-05-04 A- 4/5 4/5 3/5 4/5 3/5 2/5 4/5
2026-05-01 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-04-30 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-04-29 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-04-28 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-04-27 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-04-24 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-04-23 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-04-22 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-04-21 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-04-20 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-04-17 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5
2026-04-16 B+ 3/5 4/5 3/5 4/5 2/5 2/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
131.01M
OE per share TTM
0.38
Owner's Yield
14.97%
Maintenance CapEx ratio
17.11%
Maint CapEx / Avg PPE
6.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
44
Total invested
4.86M
Insider transactions (90d)
1
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 Douglas Hirsch 9.04M 9.80% 9.04M 9.04M 10.00 IN United States 2023-08-31
2 Trevor Bezdek 9.04M 9.80% 9.04M 9.04M 10.00 IN United States 2023-08-31
3 Abdiel Capital 8.06M 9.99% 8.06M OO Cayman Islands 2022-01-18
4 Colin T. 8.06M 9.99% 8.06M IN Cayman Islands 2022-01-18
5 Abdiel 7.82M 9.68% 7.82M 7.82M PN Cayman Islands 2022-01-18
6 2 7.61M 10.10% 7.61M 7.61M IN Cayman Islands 2021-08-31
7 Inc. 7.00M 7.58% 6.68M 7.00M HC 2024-02-14
8 Investment Advisers, LLC 6.99M 7.56% 6.68M 6.99M IA 2024-02-14
9 David Rosen 5.87M 6.36% 5.87M 5.87M IN United States of America 2024-02-12
10 Rubric Capital Management LP 5.87M 6.36% 5.87M 5.87M IA, PN 2024-02-12
11 Israel A. Englander 4.83M 5.10% 4.83M 4.83M IN Delaware 2024-05-02
12 Millennium Group Management LLC 4.83M 5.10% 4.83M 4.83M OO Delaware 2024-05-02
13 Millennium Management LLC 4.83M 5.10% 4.83M 4.83M OO Delaware 2024-05-02
14 The Bank of Nova Scotia 4.75M 5.80% 4.75M 4.75M FI Canada 2024-10-10
15 Abdiel Capital Advisors, LP 2.59M 3.00% 2.59M 2.59M IA, PN Cayman Islands 2022-03-04
16 Abdiel Capital Management, LLC 2.59M 3.00% 2.59M 2.59M OO Cayman Islands 2022-03-04
17 Colin T. Moran 2.59M 3.00% 2.59M 2.59M IN Cayman Islands 2022-03-04
18 Abdiel Qualified Master Fund, LP 2.51M 2.90% 2.51M 2.51M PN Cayman Islands 2022-03-04
19 GOLDMAN SACHS & CO. LLC 1.96M 2.40% 1.96M 1.96M BD, IA, OO New York 2022-01-24
20 THE GOLDMAN SACHS GROUP, INC. 1.96M 2.40% 1.96M 1.96M HC, CO New York 2022-01-24
21 Morgan Stanley 433.9K 0.50% 432.6K 13.00 HC, CO Delaware. 2022-09-12
22 Morgan Stanley Investment Management Inc. 433.9K 0.50% 13.00 IA, CO Delaware. 2022-09-12
23 Abdiel Capital, LP 84.4K 0.10% 84.4K 84.4K PN Cayman Islands 2022-03-04

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
44
-146 vs prev Q
New positions
13
Closed positions
149
Increased
23
Reduced
6
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 NANO CAP NEW MILLENNIUM GROWTH FUND L P 585.0K +585.0K (+100.0%) 1.59B +1.6B (+100.0%) 0.17% +0.168 pp 1.35% +1.353 pp USD2.71 +0.0% 1 qtrs NEW
2 223.8K +223.8K (+100.0%) 606.48M +606.5M (+100.0%) 0.06% +0.064 pp 0.24% +0.239 pp USD2.71 +0.0% 1 qtrs NEW
3 FRANCISCO PARTNERS MANAGEMENT, LP 60.08M +— (+0.0%) 162.81M -91.3M (-35.9%) 17.27% +0.425 pp 35.32% -8.994 pp USD55.60 -95.1% 22 qtrs
4 VANGUARD GROUP INC 9.58M +376.8K (+4.1%) 25.97M -13.0M (-33.3%) 2.76% +0.174 pp 0.00% 0.000 pp USD26.69 -89.8% 22 qtrs
5 SILVER LAKE GROUP, L.L.C. 3.53M +— (+0.0%) 9.57M -5.4M (-35.9%) 1.02% +0.025 pp 0.19% -0.101 pp USD52.82 -94.9% 22 qtrs
6 AMERIPRISE FINANCIAL INC 3.27M -612.7K (-15.8%) 8.87M -7.6M (-46.0%) 0.94% -0.149 pp 0.00% -0.002 pp USD6.29 -56.9% 11 qtrs
7 RENAISSANCE TECHNOLOGIES LLC 3.21M -258.4K (-7.4%) 8.70M -6.0M (-40.7%) 0.92% -0.050 pp 0.01% -0.006 pp USD6.73 -59.7% 17 qtrs
8 PETRUS TRUST COMPANY, LTA 3.10M +— (+0.0%) 8.40M -4.7M (-35.9%) 0.89% +0.022 pp 0.85% -0.587 pp USD12.39 -78.1% 18 qtrs
9 LSV ASSET MANAGEMENT 2.83M +471.3K (+20.0%) 7.66M -2.3M (-23.1%) 0.81% +0.152 pp 0.02% -0.005 pp USD4.08 -33.6% 3 qtrs
10 DIMENSIONAL FUND ADVISORS LP 2.65M +152.9K (+6.1%) 7.18M -3.4M (-32.0%) 0.76% +0.062 pp 0.00% -0.001 pp USD5.48 -50.5% 16 qtrs
11 BLACKROCK, INC. 1.98M +8.9K (+0.4%) 5.37M -3.0M (-35.6%) 0.57% +0.017 pp 0.00% 0.000 pp USD6.54 -58.6% 6 qtrs
12 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 1.78M +1.8M (+100.0%) 4.81M +4.8M (+100.0%) 0.51% +0.510 pp 0.45% +0.447 pp USD2.71 +0.0% 6 qtrs
13 TECHNOLOGY CROSSOVER MANAGEMENT X, LTD. 1.65M +— (+0.0%) 4.48M -2.5M (-35.9%) 0.48% +0.012 pp 0.45% -0.142 pp USD39.09 -93.1% 21 qtrs
14 MILLENNIUM MANAGEMENT LLC 1.64M +1.6M (+100.0%) 4.43M +4.4M (+100.0%) 0.47% +0.470 pp 0.00% +0.002 pp USD2.71 +0.0% 22 qtrs
15 GOLDMAN SACHS GROUP INC 1.58M +305.6K (+24.0%) 4.28M -1.1M (-20.6%) 0.45% +0.097 pp 0.00% 0.000 pp USD4.07 -33.4% 22 qtrs
16 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 1.40M -188.5K (-11.9%) 3.79M -2.9M (-43.5%) 0.40% -0.043 pp 0.01% -0.011 pp USD5.41 -49.9% 13 qtrs
17 AQR CAPITAL MANAGEMENT LLC 1.16M +756.2K (+188.0%) 3.14M +1.4M (+84.5%) 0.33% +0.220 pp 0.00% +0.001 pp USD3.28 -17.4% 14 qtrs
18 GEODE CAPITAL MANAGEMENT, LLC 1.14M +205.6K (+22.1%) 3.08M -856.8K (-21.8%) 0.33% +0.066 pp 0.00% 0.000 pp USD20.78 -87.0% 22 qtrs
19 MORGAN STANLEY 1.12M +729.2K (+187.3%) 3.03M +1.4M (+84.1%) 0.32% +0.212 pp 0.00% +0.000 pp USD5.69 -52.4% 22 qtrs
20 RIP ROAD CAPITAL PARTNERS LP 1.06M -555.0K (-34.5%) 2.86M -4.0M (-58.0%) 0.30% -0.148 pp 4.57% -2.756 pp USD6.15 -55.9% 11 qtrs
21 STATE STREET CORP 976.8K -480.0K (-32.9%) 2.65M -3.5M (-57.0%) 0.28% -0.128 pp 0.00% 0.000 pp USD8.88 -69.5% 21 qtrs
22 MOORE CAPITAL MANAGEMENT, LP 938.6K +414.5K (+79.1%) 2.54M +326.8K (+14.7%) 0.27% +0.123 pp 0.04% +0.006 pp USD3.56 -23.9% 2 qtrs
23 PACER ADVISORS, INC. 808.9K -62.6K (-7.2%) 2.19M -1.5M (-40.5%) 0.23% -0.012 pp 0.01% -0.004 pp USD4.23 -35.9% 2 qtrs
24 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 734.0K +16.4K (+2.3%) 1.99M -1.0M (-34.5%) 0.21% +0.010 pp 0.00% -0.002 pp USD4.20 -35.5% 4 qtrs
25 UBS GROUP AG 667.4K +261.8K (+64.5%) 1.81M +92.9K (+5.4%) 0.19% +0.078 pp 0.00% +0.000 pp USD4.05 -33.1% 22 qtrs
26 DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 660.1K +660.1K (+100.0%) 1.79M +1.8M (+100.0%) 0.19% +0.190 pp 0.02% +0.023 pp USD2.71 +0.0% 1 qtrs NEW
27 STIFEL FINANCIAL CORP 602.9K -113.6K (-15.9%) 1.63M -1.4M (-46.1%) 0.17% -0.028 pp 0.00% -0.001 pp USD10.68 -74.6% 22 qtrs
28 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 575.7K +500.4K (+664.5%) 1.56M +1.2M (+389.8%) 0.17% +0.144 pp 0.00% +0.001 pp USD3.05 -11.1% 15 qtrs
29 VICTORY CAPITAL MANAGEMENT INC 547.7K +307.7K (+128.2%) 1.48M +468.9K (+46.2%) 0.16% +0.090 pp 0.00% +0.000 pp USD3.52 -23.0% 10 qtrs
30 JANE STREET GROUP, LLC 514.5K +327.0K (+174.4%) 1.39M +601.1K (+75.8%) 0.15% +0.095 pp 0.00% +0.000 pp USD3.50 -22.6% 22 qtrs
31 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 475.6K -51.7K (-9.8%) 1.29M -941.5K (-42.2%) 0.14% -0.011 pp 0.00% 0.000 pp USD21.49 -87.4% 21 qtrs
32 POINT72 ASSET MANAGEMENT, L.P. 458.7K +291.1K (+173.7%) 1.24M +534.2K (+75.4%) 0.13% +0.085 pp 0.00% +0.000 pp USD4.06 -33.3% 6 qtrs
33 BALYASNY ASSET MANAGEMENT L.P. 449.0K +220.0K (+96.1%) 1.22M +248.1K (+25.6%) 0.13% +0.065 pp 0.00% +0.000 pp USD3.67 -26.2% 5 qtrs
34 PRICE T ROWE ASSOCIATES INC /MD/ 442.7K +51.2K (+13.1%) 1.20M -456.0K (-27.5%) 0.13% +0.018 pp 0.00% +0.000 pp USD5.79 -53.2% 22 qtrs
35 NORTHERN TRUST CORP 394.0K -4.9K (-1.2%) 1.07M -619.5K (-36.7%) 0.11% +0.001 pp 0.00% 0.000 pp USD10.26 -73.6% 21 qtrs
36 UTAH RETIREMENT SYSTEMS 392.6K +100.4K (+34.4%) 1.06M -172.1K (-13.9%) 0.11% +0.031 pp 0.01% -0.002 pp USD4.66 -41.8% 6 qtrs
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 381.3K +117.2K (+44.4%) 1.03M -83.8K (-7.5%) 0.11% +0.036 pp 0.00% +0.000 pp USD3.97 -31.7% 22 qtrs
38 MACKENZIE FINANCIAL CORP 375.9K +375.9K (+100.0%) 1.01M +1.0M (+100.0%) 0.11% +0.108 pp 0.00% +0.001 pp USD2.71 +0.0% 3 qtrs
39 JACOBS LEVY EQUITY MANAGEMENT, INC 337.0K -265.9K (-44.1%) 913.2K -1.6M (-64.2%) 0.10% -0.072 pp 0.00% -0.007 pp USD5.43 -50.1% 14 qtrs
40 BARCLAYS PLC 312.5K +172.4K (+123.0%) 846.8K -125.6K (-12.9%) 0.09% +0.051 pp 0.00% +0.000 pp USD4.46 -39.2% 16 qtrs
41 ATOM INVESTORS LP 248.6K +145.4K (+140.9%) 673.7K +237.1K (+54.3%) 0.07% +0.043 pp 0.05% +0.020 pp USD3.34 -18.9% 2 qtrs
42 BREVAN HOWARD CAPITAL MANAGEMENT LP 248.1K +152.6K (+159.8%) 672.3K +268.4K (+66.5%) 0.07% +0.045 pp 0.01% +0.006 pp USD3.56 -23.9% 5 qtrs
43 CINCTIVE CAPITAL MANAGEMENT LP 246.9K -5.0K (-2.0%) 669.2K -396.5K (-37.2%) 0.07% +0.000 pp 0.04% -0.015 pp USD4.50 -39.8% 3 qtrs
44 D. E. SHAW & CO., INC. 231.7K +157.6K (+212.5%) 628.0K +314.4K (+100.2%) 0.07% +0.046 pp 0.00% +0.000 pp USD3.24 -16.4% 4 qtrs
45 ALLIANZ ASSET MANAGEMENT GMBH 231.2K +— (+0.0%) 626.5K -351.4K (-35.9%) 0.07% +0.002 pp 0.00% -0.001 pp USD7.24 -62.6% 7 qtrs
46 GRAHAM CAPITAL MANAGEMENT, L.P. 224.1K +224.1K (+100.0%) 607.2K +607.2K (+100.0%) 0.06% +0.064 pp 0.01% +0.015 pp USD2.71 +0.0% 5 qtrs
47 QUINN OPPORTUNITY PARTNERS LLC 200.0K +— (+0.0%) 542.0K -304.0K (-35.9%) 0.06% +0.001 pp 0.02% -0.037 pp USD4.23 -35.9% 2 qtrs
48 CITADEL ADVISORS LLC 197.7K +161.0K (+438.7%) 535.8K +380.5K (+245.1%) 0.06% +0.047 pp 0.00% +0.000 pp USD3.70 -26.8% 21 qtrs
49 BANK OF NEW YORK MELLON CORP 194.9K +22.0K (+12.7%) 528.2K -203.3K (-27.8%) 0.06% +0.008 pp 0.00% +0.000 pp USD9.14 -70.4% 21 qtrs
50 STATE OF WYOMING 192.7K +142.0K (+280.4%) 522.2K +307.9K (+143.7%) 0.06% +0.041 pp 0.06% +0.033 pp USD3.34 -18.9% 15 qtrs
51 INVESCO LTD. 186.5K +61.2K (+48.8%) 505.5K -24.7K (-4.7%) 0.05% +0.019 pp 0.00% +0.000 pp USD4.47 -39.4% 16 qtrs
52 JANNEY MONTGOMERY SCOTT LLC 186.4K +186.4K (+100.0%) 505.0K +505.0K (+100.0%) 0.05% +0.054 pp 0.00% +0.001 pp USD2.71 +0.0% 1 qtrs NEW
53 VIRGINIA RETIREMENT SYSTEMS ET AL 185.0K -12.0K (-6.1%) 501.2K -331.7K (-39.8%) 0.05% -0.002 pp 0.00% -0.002 pp USD4.62 -41.3% 4 qtrs
54 COLONY GROUP, LLC 173.3K +155.0K (+846.2%) 469.6K -12.9M (-96.5%) 0.05% +0.045 pp 0.00% -0.021 pp USD2.87 -5.6% 2 qtrs
55 SWISS NATIONAL BANK 168.0K +— (+0.0%) 455.3K -255.4K (-35.9%) 0.05% +0.001 pp 0.00% 0.000 pp USD5.76 -53.0% 15 qtrs
56 VERITION FUND MANAGEMENT LLC 165.7K -2.3K (-1.4%) 449.0K -261.6K (-36.8%) 0.05% +0.001 pp 0.00% -0.001 pp USD4.85 -44.1% 8 qtrs
57 WELLS FARGO & COMPANY/MN 164.3K +119.6K (+267.6%) 445.2K +256.2K (+135.5%) 0.05% +0.035 pp 0.00% +0.000 pp USD3.64 -25.5% 22 qtrs
58 TEACHER RETIREMENT SYSTEM OF TEXAS 162.1K +24.0K (+17.4%) 439.3K -145.0K (-24.8%) 0.05% +0.008 pp 0.00% -0.001 pp USD4.29 -36.8% 4 qtrs
59 TWO SIGMA INVESTMENTS, LP 149.6K -360.3K (-70.7%) 405.3K -1.8M (-81.2%) 0.04% -0.100 pp 0.00% -0.003 pp USD6.82 -60.3% 18 qtrs
60 ASSENAGON ASSET MANAGEMENT S.A. 138.0K -16.1K (-10.4%) 374.1K -277.8K (-42.6%) 0.04% -0.004 pp 0.00% 0.000 pp USD6.03 -55.1% 17 qtrs
61 ALGERT GLOBAL LLC 137.4K +35.0K (+34.2%) 372.0K -61.0K (-14.1%) 0.04% +0.011 pp 0.01% -0.001 pp USD3.98 -31.9% 4 qtrs
62 VIRTU FINANCIAL LLC 133.9K +120.5K (+903.3%) 363.0K +307.0K (+548.2%) 0.04% +0.035 pp 0.01% +0.011 pp USD2.86 -5.2% 5 qtrs
63 KENNEDY CAPITAL MANAGEMENT LLC 130.1K -197.2K (-60.3%) 352.5K -1.0M (-74.5%) 0.04% -0.054 pp 0.01% -0.023 pp USD4.60 -41.1% 3 qtrs
64 PHARVISION ADVISERS, LLC 126.4K +85.7K (+210.3%) 342.6K +170.3K (+98.8%) 0.04% +0.025 pp 0.17% +0.077 pp USD3.20 -15.3% 2 qtrs
65 RAYMOND JAMES FINANCIAL INC 124.9K -183.9K (-59.6%) 338.4K -967.6K (-74.1%) 0.04% -0.051 pp 0.00% 0.000 pp USD4.57 -40.7% 5 qtrs
66 IMC-CHICAGO, LLC 124.2K +46.8K (+60.5%) 336.5K +9.2K (+2.8%) 0.04% +0.014 pp 0.00% +0.000 pp USD3.95 -31.4% 5 qtrs
67 AQUATIC CAPITAL MANAGEMENT LLC 120.3K +120.3K (+100.0%) 326.0K +326.0K (+100.0%) 0.03% +0.035 pp 0.01% +0.009 pp USD2.71 +0.0% 1 qtrs NEW
68 KLP KAPITALFORVALTNING AS 120.2K +43.3K (+56.3%) 325.7K +455.0 (+0.1%) 0.03% +0.013 pp 0.00% +0.000 pp USD3.95 -31.4% 5 qtrs
69 EXODUSPOINT CAPITAL MANAGEMENT, LP 115.6K +115.6K (+100.0%) 313.2K +313.2K (+100.0%) 0.03% +0.033 pp 0.00% +0.003 pp USD2.71 +0.0% 1 qtrs NEW
70 THRIVENT FINANCIAL FOR LUTHERANS 111.8K +64.4K (+136.0%) 303.0K +102.0K (+50.7%) 0.03% +0.019 pp 0.00% +0.000 pp USD4.11 -34.1% 10 qtrs
71 ROYAL BANK OF CANADA 108.4K +89.2K (+463.6%) 294.0K +212.0K (+258.5%) 0.03% +0.026 pp 0.00% +0.000 pp USD4.66 -41.8% 22 qtrs
72 COUNTERPOINT MUTUAL FUNDS LLC 108.4K +108.4K (+100.0%) 293.7K +293.7K (+100.0%) 0.03% +0.031 pp 0.02% +0.022 pp USD2.71 +0.0% 12 qtrs
73 MANGROVE PARTNERS 106.1K +106.1K (+100.0%) 287.5K +287.5K (+100.0%) 0.03% +0.031 pp 0.02% +0.023 pp USD2.71 +0.0% 1 qtrs NEW
74 UBS ASSET MANAGEMENT AMERICAS INC 103.3K -23.1K (-18.3%) 279.9K -254.6K (-47.6%) 0.03% -0.006 pp 0.00% 0.000 pp USD5.72 -52.6% 15 qtrs
75 WOODSTOCK CORP 102.0K +102.0K (+100.0%) 276.5K +276.5K (+100.0%) 0.03% +0.029 pp 0.02% +0.024 pp USD2.71 +0.0% 1 qtrs NEW
76 JAIN GLOBAL LLC 99.4K +99.4K (+100.0%) 269.4K +269.4K (+100.0%) 0.03% +0.029 pp 0.00% +0.001 pp USD2.71 +0.0% 1 qtrs NEW
77 GSA CAPITAL PARTNERS LLP 95.5K +95.5K (+100.0%) 259.0K +259.0K (+100.0%) 0.03% +0.028 pp 0.02% +0.022 pp USD2.71 +0.0% 15 qtrs
78 US BANCORP \DE\ 92.1K +— (+0.0%) 249.6K -140.0K (-35.9%) 0.03% +0.001 pp 0.00% 0.000 pp USD32.73 -91.7% 22 qtrs
79 TWO SIGMA ADVISERS, LP 91.9K -429.7K (-82.4%) 249.2K -2.0M (-88.7%) 0.03% -0.120 pp 0.00% -0.004 pp USD6.59 -58.9% 17 qtrs
80 SQUAREPOINT OPS LLC 91.3K +91.3K (+100.0%) 247.3K +247.3K (+100.0%) 0.03% +0.026 pp 0.00% +0.000 pp USD2.71 +0.0% 3 qtrs
81 AMERICAN CENTURY COMPANIES INC 90.6K +6.6K (+7.9%) 245.4K -109.5K (-30.9%) 0.03% +0.003 pp 0.00% 0.000 pp USD4.48 -39.5% 7 qtrs
82 RUSSELL INVESTMENTS GROUP, LTD. 86.9K +1.9K (+2.2%) 235.4K -124.2K (-34.5%) 0.03% +0.001 pp 0.00% 0.000 pp USD4.51 -39.9% 14 qtrs
83 MAN GROUP PLC 80.7K +80.7K (+100.0%) 218.6K +218.6K (+100.0%) 0.02% +0.023 pp 0.00% +0.000 pp USD2.71 +0.0% 4 qtrs
84 LEGAL & GENERAL GROUP PLC 78.8K +— (+0.0%) 213.6K -119.8K (-35.9%) 0.02% +0.001 pp 0.00% +0.000 pp USD5.55 -51.2% 15 qtrs
85 CANADA PENSION PLAN INVESTMENT BOARD 75.8K +69.5K (+1,103.2%) 205.4K +178.8K (+670.8%) 0.02% +0.020 pp 0.00% +0.000 pp USD2.86 -5.2% 20 qtrs
86 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 72.8K +54.1K (+289.5%) 197.0K +118.0K (+149.4%) 0.02% +0.016 pp 0.04% +0.031 pp USD3.10 -12.6% 2 qtrs
87 QUANTBOT TECHNOLOGIES LP 72.2K +72.2K (+100.0%) 195.8K +195.8K (+100.0%) 0.02% +0.021 pp 0.01% +0.007 pp USD2.71 +0.0% 1 qtrs NEW
88 HOLLENCREST CAPITAL MANAGEMENT 70.9K +— (+0.0%) 192.0K -107.7K (-35.9%) 0.02% +0.001 pp 0.01% -0.004 pp USD38.91 -93.0% 20 qtrs
89 XTX TOPCO LTD 67.3K +67.3K (+100.0%) 182.5K +182.5K (+100.0%) 0.02% +0.019 pp 0.00% +0.005 pp USD2.71 +0.0% 4 qtrs
90 BANK OF AMERICA CORP /DE/ 66.0K -159.7K (-70.8%) 178.8K -775.8K (-81.3%) 0.02% -0.044 pp 0.00% 0.000 pp USD6.21 -56.4% 22 qtrs
91 ALPINE GLOBAL MANAGEMENT, LLC 65.5K +65.5K (+100.0%) 177.4K +177.4K (+100.0%) 0.02% +0.019 pp 0.03% +0.032 pp USD2.71 +0.0% 1 qtrs NEW
92 GOTHAM ASSET MANAGEMENT, LLC 59.7K +59.7K (+100.0%) 161.8K +161.8K (+100.0%) 0.02% +0.017 pp 0.00% +0.001 pp USD2.71 +0.0% 1 qtrs NEW
93 HIGHTOWER ADVISORS, LLC 56.1K +141.0 (+0.3%) 152.1K -84.7K (-35.8%) 0.02% +0.000 pp 0.00% 0.000 pp USD7.02 -61.4% 8 qtrs
94 IEQ CAPITAL, LLC 53.4K +53.4K (+100.0%) 144.8K +144.8K (+100.0%) 0.02% +0.015 pp 0.00% +0.000 pp USD2.71 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 56 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Distillate Small/Mid Cash Flow ETF DSMC 0.48% 632.8K 0.55%
2 Renaissance IPO ETF IPO 0.46% 734.0K 0.60%
3 Royce Quant Small-Cap Quality Value ETF SQLV 0.39% 112.4K 0.60%
4 Harbor Human Capital Factor US Small Cap ETF HAPS 0.12% 201.3K 0.61%
5 VictoryShares Small Cap Free Cash Flow ETF SFLO 0.11% 671.9K 0.56%
6 WisdomTree U.S. SmallCap Fund EES 0.06% 453.9K 0.38%
7 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.02% 697.0K 0.34%
8 Invesco BuyBack Achievers ETF PKW 0.01% 244.2K 0.62%
9 Dimensional - US Small Cap Value ETF DFSV 0.01% 1.12M 0.30%
10 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 324.3K 0.25%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.71
Neutral
Buys
4
Sells
8
Shares acquired
314.3K
Shares disposed
445.5K
Cash buys
Cash sales
Net activity
-131,201
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
2026-04-23 Chan Thomas (TC) Officer Class A Common Stock 0 0.00 1,000 D
2026-04-15 McGinnis Christopher A Officer F-InKind D Class A Common Stock 10,745 2.23 24.0K 152,563 D
2026-04-15 Barnes Wendy Lynn Director / Officer M-Exempt A Class A Common Stock 110,963 0.00 633,028 D
2026-03-12 REY-GIRAUD AGNES Director G-Gift A Class A Common Stock 75,219 0.00 352,852 D
2026-03-08 Nabiey Romin Officer F-InKind D Class A Common Stock 4,201 2.28 9.6K 181,748 D
2026-03-03 Nabiey Romin Officer A-Award A Restricted Stock Unit 108,189 0.00 108,189 D
2026-03-03 McGinnis Christopher A Officer A-Award A Restricted Stock Unit 443,852 0.00 443,852 D
2026-03-03 Barnes Wendy Lynn Director / Officer A-Award A Restricted Stock Unit 1,331,557 0.00 1,331,557 D
2026-02-15 Nabiey Romin Officer F-InKind D Class A Common Stock 1,979 2.18 4.3K 175,748 D
2026-02-15 McGinnis Christopher A Officer F-InKind D Class A Common Stock 52,799 2.18 115.1K 126,321 D
2026-02-08 Nabiey Romin Officer M-Exempt A Class A Common Stock 12,663 0.00 178,138 D
2026-01-21 Wagner Scott Director M-Exempt A Class A Common Stock 31,394 0.00 216,663 D
2026-01-15 Barnes Wendy Lynn Director / Officer F-InKind D Class A Common Stock 88,926 2.75 244.5K 427,993 D
2026-01-01 Hirsch Douglas Joseph Director A-Award A Class A Common Stock 10,950 0.00 242,860 D
2026-01-01 Bruehlman Ronald E Director A-Award A Class A Common Stock 18,251 0.00 129,276 D
2025-12-21 Kennedy Kelly J. Director M-Exempt A Class A Common Stock 23,149 0.00 134,211 D
2025-12-08 Nabiey Romin Officer F-InKind D Class A Common Stock 3,650 2.71 9.9K 164,042 D
2025-11-15 Nabiey Romin Officer M-Exempt A Class A Common Stock 4,804 0.00 158,211 D
2025-11-08 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 12,662 0.00 75,977 D
2025-11-08 Bruehlman Ronald E Director M-Exempt D Deferred Stock Unit 21,691 0.00 43,384 D
2025-11-02 Bezdek Trevor Director A-Award A Class A Common Stock 33,530 0.00 160,082 D
2025-10-31 Wagner Scott Director A-Award A Class A Common Stock 3,065 0.00 185,269 D
2025-10-26 Hirsch Douglas Joseph Director M-Exempt A Class A Common Stock 20,521 0.00 231,909 D
2025-10-15 Spectrum Equity VII, L.P. 10% Owner S-Sale D Class A Common Stock 8,569 4.00 34.3K 0 I
2025-10-14 Spectrum Equity VII, L.P. 10% Owner J-Other D Class A Common Stock 8,881,362 0.00 0 I
2025-09-08 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 2,232 0.00 22,323 D
2025-09-05 Spectrum Equity VII, L.P. 10% Owner S-Sale D Class A Common Stock 5,773 4.05 23.4K 0 I
2025-09-04 Spectrum Equity VII, L.P. 10% Owner C-Conversion D Class B Common Stock 5,983,984 0.00 8,881,362 I
2025-08-18 REY-GIRAUD AGNES Director G-Gift D Class A Common Stock 75,219 0.00 85,448 D
2025-08-15 Nabiey Romin Officer F-InKind D Class A Common Stock 1,719 3.54 6.1K 137,292 D
2025-08-08 Nabiey Romin Officer M-Exempt A Class A Common Stock 12,663 0.00 138,738 D
2025-07-08 CLARK IAN T Director M-Exempt A Class A Common Stock 17,248 4.74 81.8K 100,150 D
2025-07-03 Spectrum Equity VII, L.P. 10% Owner S-Sale D Class A Common Stock 3,849 4.80 18.5K 0 I
2025-07-02 Spectrum Equity VII, L.P. 10% Owner C-Conversion D Class B Common Stock 3,849 0.00 14,342 I
2025-06-08 Nabiey Romin Officer M-Exempt A Class A Common Stock 2,232 0.00 126,874 D
2025-06-06 Spectrum Equity VII, L.P. 10% Owner S-Sale D Class A Common Stock 3,849 4.09 15.8K 0 I
2025-06-05 Spectrum Equity VII, L.P. 10% Owner C-Conversion A Class A Common Stock 3,989,323 0.00 3,989,323 I
2025-06-03 Wagner Scott Director A-Award A Class A Common Stock 57,050 0.00 182,204 D
2025-06-03 REY-GIRAUD AGNES Director A-Award A Class A Common Stock 57,050 0.00 160,667 D
2025-06-03 Kennedy Kelly J. Director A-Award A Class A Common Stock 57,050 0.00 111,062 D
2025-06-03 Hirsch Douglas Joseph Director A-Award A Class A Common Stock 57,050 0.00 211,388 D
2025-06-03 CLARK IAN T Director A-Award A Class A Common Stock 57,050 0.00 82,902 D
2025-06-03 Bruehlman Ronald E Director A-Award A Class A Common Stock 57,050 0.00 89,334 D
2025-05-15 Nabiey Romin Officer M-Exempt A Class A Common Stock 4,804 0.00 119,810 D
2025-05-08 Nabiey Romin Officer F-InKind D Class A Common Stock 4,531 3.79 17.2K 115,006 D
2025-03-21 Idea Men, LLC Director / 10% Owner C-Conversion D Class B Common Stock 7,000,000 0.00 43,164,171 D
2025-03-16 Spectrum Equity VII, L.P. 10% Owner D-Return D Class A Common Stock 2,887 4.20 12.1K 0 I
2025-03-16 FRANCISCO PARTNERS IV, L.P. 10% Owner D-Return D Class A Common Stock 3,338,798 4.20 14.02M 0 I
2025-03-13 Wagner Scott Director G-Gift D Class A Common Stock 64,232 0.00 253,618 D
2025-03-08 Nabiey Romin Officer M-Exempt A Class A Common Stock 10,201 0.00 109,640 D
2025-03-05 Nabiey Romin Officer A-Award A Stock Option (Right to Buy) 114,507 4.94 565.7K 114,507 D
2025-03-03 McGinnis Christopher A Officer A-Award A Restricted Stock Unit 716,479 0.00 716,479 D
2025-03-03 Barnes Wendy Lynn Director / Officer A-Award A Stock Option (Right to Buy) 2,828,232 4.85 13.72M 2,828,232 D
2025-02-08 Nabiey Romin Officer F-InKind D Class A Common Stock 5,202 4.84 25.2K 99,439 D
2025-02-04 McGinnis Christopher A Officer 0 0.00 0
2025-01-21 Wagner Scott Director A-Award A Class A Common Stock 19,217 0.00 317,850 D
2025-01-15 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 2,606 0.00 0 D
2025-01-08 Voermann Karsten Officer F-InKind D Class A Common Stock 29,035 4.41 128.0K 363,561 D
2025-01-01 Hirsch Douglas Joseph Director A-Award A Class A Common Stock 6,392 0.00 154,338 D
2025-01-01 Bruehlman Ronald E Director A-Award A Class A Common Stock 10,653 0.00 32,284 D
2025-01-01 Barnes Wendy Lynn Director / Officer 0 0.00 0
2024-12-21 Kennedy Kelly J. Director M-Exempt A Class A Common Stock 23,150 4.44 102.8K 54,012 D
2024-12-08 Wagner Scott Officer M-Exempt D Restricted Stock Unit 70,591 0.00 0 D
2024-12-08 Voermann Karsten Officer F-InKind D Class A Common Stock 24,659 4.91 121.1K 303,304 D
2024-12-08 Nabiey Romin Officer F-InKind D Class A Common Stock 3,640 4.91 17.9K 89,009 D
2024-11-08 Wagner Scott Officer M-Exempt A Class A Common Stock 70,592 0.00 290,071 D
2024-11-08 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 12,663 0.00 126,627 D
2024-11-08 Bruehlman Ronald E Director 0 0.00 0
2024-10-26 Hirsch Douglas Joseph Director A-Award A Class A Common Stock 797 0.00 127,349 D
2024-10-15 Nabiey Romin Officer F-InKind D Class A Common Stock 930 6.91 6.4K 74,305 D
2024-10-08 Wagner Scott Officer M-Exempt A Class A Common Stock 70,591 0.00 255,255 D
2024-09-08 Wagner Scott Officer F-InKind D Class A Common Stock 35,777 7.71 275.8K 184,664
2024-09-08 Voermann Karsten Officer F-InKind D Class A Common Stock 24,700 7.71 190.4K 273,899
2024-09-08 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 2,232 0.00 31,252
2024-09-03 Spectrum Equity VII, L.P. 10% Owner S-Sale D Class A Common Stock 3,849 7.86 30.3K 0
2024-09-01 Hirsch Douglas Joseph Director / Officer F-InKind D Class B Common Stock 130,043 0.00 126,552
2024-09-01 Bezdek Trevor Director / Officer C-Conversion D Class B Common Stock 126,552 0.00 0
2024-08-29 Spectrum Equity VII, L.P. 10% Owner C-Conversion A Class A Common Stock 3,849 0.00 3,849
2024-08-12 Nabiey Romin Officer S-Sale D Class A Common Stock 79,000 6.77 534.6K 64,633
2024-08-08 Wagner Scott Officer M-Exempt A Class A Common Stock 70,591 0.00 185,625
2024-08-08 Nabiey Romin Officer M-Exempt A Class A Common Stock 12,663 0.00 148,152
2024-07-15 Nabiey Romin Officer M-Exempt A Class A Common Stock 2,606 0.00 136,419
2024-07-08 Wagner Scott Officer M-Exempt A Class A Common Stock 70,592 0.00 150,811
2024-07-08 REY-GIRAUD AGNES Director A-Award A Class A Common Stock 2,464 0.00 103,617
2024-07-08 Kennedy Kelly J. Director A-Award A Class A Common Stock 2,464 0.00 30,862
2024-07-08 CLARK IAN T Director A-Award A Class A Common Stock 25,852 0.00 25,852
2024-07-08 Bradley Julie MB Director A-Award A Class A Common Stock 2,464 0.00 126,117
2024-06-10 Hirsch Douglas Joseph Director / Officer G-Gift D Class A Common Stock 2,632,721 0.00 0
2024-06-10 Bezdek Trevor Director / Officer G-Gift A Class A Common Stock 2,632,721 0.00 2,632,721
2024-06-08 Wagner Scott Officer M-Exempt D Restricted Stock Unit 70,591 0.00 423,549
2024-06-08 Voermann Karsten Officer F-InKind D Class A Common Stock 21,481 8.55 183.7K 244,535
2024-06-08 Nabiey Romin Officer F-InKind D Class A Common Stock 3,640 8.55 31.1K 132,378
2024-06-07 Hirsch Douglas Joseph Director / Officer G-Gift D Class A Common Stock 2,632,721 0.00 2,632,721
2024-06-07 Bezdek Trevor Director / Officer G-Gift D Class A Common Stock 2,632,721 0.00 2,632,721
2024-06-06 REY-GIRAUD AGNES Director A-Award A Class A Common Stock 28,398 0.00 101,153
2024-06-06 Kennedy Kelly J. Director A-Award A Class A Common Stock 28,398 0.00 28,398
2024-06-06 Bradley Julie MB Director A-Award A Class A Common Stock 28,398 0.00 123,653
2024-06-01 Hirsch Douglas Joseph Director / Officer C-Conversion D Class B Common Stock 126,552 0.00 0
2024-06-01 Bezdek Trevor Director / Officer C-Conversion A Class A Common Stock 126,552 0.00 5,265,442
2024-05-29 Patterson Simon 0 0.00 0
2024-05-08 Wagner Scott Officer M-Exempt D Restricted Stock Unit 70,592 0.00 494,140
2024-05-08 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 12,662 0.00 151,953
2024-04-15 Nabiey Romin Officer M-Exempt A Class A Common Stock 2,606 0.00 118,603
2024-03-16 Wagner Scott Officer A-Award A Stock Option (Right to Buy) 908,739 6.91 6.28M 908,739
2024-03-12 Voermann Karsten Officer A-Award A Stock Option (Right to Buy) 515,793 7.22 3.72M 515,793
2024-03-12 Nabiey Romin Officer A-Award A Stock Option (Right to Buy) 51,462 7.22 371.6K 51,462
2024-03-08 Voermann Karsten Officer M-Exempt D Restricted Stock Unit 54,064 0.00 540,640
2024-03-08 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 10,201 0.00 102,008
2024-03-06 Spectrum Equity VII, L.P. Director / 10% Owner C-Conversion D Class B Common Stock 6,223,283 0.00 29,825,306
2024-03-06 FRANCISCO PARTNERS IV, L.P. 10% Owner C-Conversion D Class B Common Stock 9,740,254 0.00 46,680,496
2024-03-01 Hirsch Douglas Joseph Director / Officer M-Exempt D Restricted Stock Unit 256,595 0.00 513,189
2024-03-01 Bezdek Trevor Director / Officer M-Exempt A Class B Common Stock 256,595 0.00 256,595
2024-02-08 Nabiey Romin Officer F-InKind D Class A Common Stock 5,190 6.22 32.3K 109,541
2024-02-08 Beri Raj Officer M-Exempt D Restricted Stock Unit 31,657 0.00 411,538
2024-01-15 Nabiey Romin Officer F-InKind D Class A Common Stock 1,068 6.64 7.1K 102,068
2023-12-21 Kennedy Kelly J. Director A-Award A Restricted Stock Unit 69,448 0.00 69,448
2023-12-08 Voermann Karsten Officer M-Exempt D Restricted Stock Unit 54,064 0.00 594,704
2023-12-08 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 10,200 0.00 112,209
2023-12-01 Hirsch Douglas Joseph Director / Officer C-Conversion D Class B Common Stock 129,374 0.00 0
2023-12-01 Bezdek Trevor Director / Officer C-Conversion A Class A Common Stock 129,374 0.00 4,993,632
2023-11-30 Wagner Scott Officer P-Purchase A Class A Common Stock 21,652 5.76 124.8K 182,900
2023-11-29 Wagner Scott Officer P-Purchase A Class A Common Stock 26,348 5.90 155.5K 161,248
2023-11-28 Wagner Scott Officer P-Purchase A Class A Common Stock 4,157 6.00 24.9K 134,900
2023-11-20 Spectrum Equity VII, L.P. Director / 10% Owner D-Return D Class A Common Stock 11,549 5.47 63.2K 0
2023-11-20 Beri Raj Officer M-Exempt D Restricted Stock Unit 91,026 0.00 910,255
2023-11-17 Wagner Scott Officer P-Purchase A Class A Common Stock 26,664 5.26 140.3K 130,743
2023-11-16 Wagner Scott Officer P-Purchase A Class A Common Stock 104,079 5.16 537.2K 104,079
2023-11-08 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 12,663 0.00 177,278
2023-11-08 Beri Raj Officer M-Exempt D Restricted Stock Unit 31,657 0.00 443,195
2023-10-22 Hirsch Douglas Joseph Director / Officer C-Conversion D Class B Common Stock 3,794,802 0.00 0
2023-10-22 Bezdek Trevor Director / Officer C-Conversion D Class B Common Stock 3,794,802 0.00 0
2023-10-15 Nabiey Romin Officer M-Exempt A Class A Common Stock 2,606 0.00 86,476
2023-09-08 Voermann Karsten Officer M-Exempt D Restricted Stock Unit 54,064 0.00 648,768
2023-09-08 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 10,201 0.00 122,409
2023-09-01 Hirsch Douglas Joseph Director / Officer M-Exempt A Class B Common Stock 256,595 0.00 256,595
2023-09-01 Bezdek Trevor Director / Officer M-Exempt A Class B Common Stock 256,595 0.00 256,595
2023-08-20 Beri Raj Officer M-Exempt D Restricted Stock Unit 91,025 0.00 1,001,281
2023-08-08 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 12,662 0.00 189,941
2023-08-08 Beri Raj Officer M-Exempt D Restricted Stock Units 31,656 0.00 474,852
2023-07-15 Nabiey Romin Officer F-InKind D Class A Common Stock 902 7.46 6.7K 68,914
2023-06-14 REY-GIRAUD AGNES Director A-Award A Class A Common Stock 39,177 0.00 72,755
2023-06-14 Bradley Julie MB Director A-Award A Class A Common Stock 39,177 0.00 95,255
2023-06-08 Voermann Karsten Officer M-Exempt D Restricted Stock Units 54,064 0.00 702,832
2023-06-08 Nabiey Romin Officer M-Exempt D Restricted Stock Units 10,201 0.00 132,610
2023-06-08 Azad Babak Officer M-Exempt D Restricted Stock Units 20,401 0.00 265,220
2023-06-01 Hirsch Douglas Joseph Director / Officer C-Conversion D Class B Common Stock 129,374 0.00 0
2023-06-01 Bezdek Trevor Director / Officer F-InKind D Class B Common Stock 127,220 0.00 129,374
2023-05-30 Nabiey Romin Officer A-Award A Stock option (Right to Buy) 276,900 5.53 1.53M 276,900
2023-05-30 Beri Raj Officer A-Award A Stock option (Right to Buy) 692,252 5.53 3.83M 692,252
2023-05-20 Beri Raj Officer M-Exempt D Restricted Stock Units 91,026 0.00 1,092,306
2023-05-12 Wagner Scott Officer A-Award A Stock option (Right to Buy) 3,000,000 5.10 15.30M 3,000,000
2023-04-25 Wagner Scott Officer 0 0.00 0
2023-04-15 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 2,606 0.00 18,242
2023-03-08 Voermann Karsten Officer M-Exempt D Restricted Stock Unit 54,064 0.00 756,896
2023-03-08 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 10,201 0.00 142,811
2023-03-08 Azad Babak Officer M-Exempt D Restricted Stock Unit 20,402 0.00 285,621
2023-03-01 Hirsch Douglas Joseph Director / Officer C-Conversion D Class B Common Stock 156,900 0.00 0
2023-03-01 Bezdek Trevor Director / Officer C-Conversion D Class B Common Stock 156,900 0.00 0
2023-02-20 Beri Raj Officer M-Exempt D Restricted Stock Units 91,025 0.00 1,183,332
2023-01-15 Nabiey Romin Officer M-Exempt A Class A Common Stock 2,606 0.00 53,855
2022-12-31 KOSECOFF JACQUELINE B Director 0 0.00 0
2022-12-08 Voermann Karsten Officer F-InKind D Class A Common Stock 16,669 4.98 83.0K 37,394
2022-12-08 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 10,200 0.00 153,012
2022-12-08 Azad Babak Officer F-InKind D Class A Common Stock 7,055 4.98 35.1K 18,346
2022-12-01 Hirsch Douglas Joseph Officer M-Exempt D Restricted Stock Unit 256,594 0.00 1,796,162
2022-12-01 Bezdek Trevor Officer M-Exempt D Restricted Stock Unit 256,594 0.00 1,796,162
2022-11-20 Beri Raj Officer M-Exempt A Class A Common Stock 91,025 0.00 144,213
2022-10-15 Nabiey Romin Officer F-InKind D Class A Common Stock 902 4.75 4.3K 44,577
2022-09-26 Azad Babak Officer A-Award A Restricted Stock Unit 326,424 0.00 326,424
2022-09-22 Voermann Karsten Officer A-Award A Restricted Stock Unit 865,023 0.00 865,023
2022-09-22 Nabiey Romin Officer A-Award A Restricted Stock Unit 273,030 5.25 1.43M 163,212
2022-09-01 Hirsch Douglas Joseph Officer C-Conversion D Class B Common Stock 129,374 0.00 0
2022-09-01 Bezdek Trevor Director / Officer F-InKind D Class B Common Stock 127,220 0.00 129,374
2022-08-20 Beri Raj Officer M-Exempt A Class A Common Stock 91,026 0.00 91,026
2022-07-15 Nabiey Romin Officer M-Exempt D Restricted Stock Unit 2,606 0.00 26,060
2022-06-16 Beri Raj Officer A-Award A Stock option (Right to Buy) 1,788,419 0.00 1,788,419
2022-06-14 REY-GIRAUD AGNES Director A-Award A Class A Common Stock 27,440 0.00 33,578
2022-06-14 KOSECOFF JACQUELINE B Director A-Award A Class A Common Stock 27,440 0.00 33,578
2022-06-14 Bradley Julie MB Director A-Award A Class A Common Stock 27,440 0.00 56,078
2022-06-01 Hirsch Douglas Joseph Officer M-Exempt D Restricted Stock Unit 256,595 0.00 2,309,350
2022-06-01 Bezdek Trevor Director / Officer C-Conversion A Class A Common Stock 129,375 0.00 395,059
2022-05-23 Beri Raj Officer 0 0.00 0
2022-04-20 Nabiey Romin Officer D Stock Option (Right to Buy) 37,500 5.18 194.3K 0
2022-04-01 Slutsky Andrew Officer M-Exempt A Class A Common Stock 62,500 0.00 3,038,696
2022-03-18 Slutsky Andrew Officer M-Exempt A Class A Common Stock 91,667 2.18 199.9K 2,976,196
2022-03-01 Hirsch Douglas Joseph Officer M-Exempt D Restricted Stock Unit 256,594 0.00 2,565,945
2022-03-01 Bezdek Trevor Director / Officer C-Conversion D Class B Common Stock 134,716 0.00 0
2022-01-03 Slutsky Andrew Officer S-Sale D Class A Common Stock 14,204 32.85 466.6K 2,884,529
2022-01-03 Idea Men, LLC 10% Owner S-Sale D Class A Common Stock 2,600 33.05 85.9K 0
2022-01-01 Slutsky Andrew Officer M-Exempt A Class A Common Stock 62,500 0.00 2,947,029
2021-12-28 Voermann Karsten Officer M-Exempt D Stock Option (Right to Buy) 12,500 6.84 85.5K 342,500
2021-12-28 REY-GIRAUD AGNES Director G-Gift D Class B Common Stock 28,500 0.00 226,500
2021-12-23 Bezdek Trevor Director / Officer S-Sale D Class A Common Stock 65,104 33.98 2.21M 130,968
2021-12-22 Bezdek Trevor Director / Officer S-Sale D Class A Common Stock 64,271 35.19 2.26M 196,072
2021-12-21 Abdiel Capital Management, LLC 10% Owner S-Sale D Class A Common Stock 60,000 35.50 2.13M 8,062,788
2021-12-20 Abdiel Capital Management, LLC 10% Owner S-Sale D Class A Common Stock 1,089 32.75 35.7K 8,234,033
2021-12-17 Abdiel Capital Management, LLC 10% Owner S-Sale D Class A Common Stock 58,271 33.77 1.97M 8,385,561
2021-12-16 Abdiel Capital Management, LLC 10% Owner S-Sale D Class A Common Stock 152,034 34.55 5.25M 8,538,998
2021-12-15 Hirsch Douglas Joseph Director / Officer S-Sale D Class A Common Stock 51,363 37.64 1.93M 146,418
2021-12-15 Abdiel Capital Management, LLC 10% Owner S-Sale D Class A Common Stock 38,735 35.28 1.37M 8,754,232

Executive team

Top executives
EBIT / Employee
134.3K
Shares Outstanding
342.70M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Wendy Barnes Chief Executive Officer & President 825.0K 2.55M 10.92M 9.00M 71.3K 23.37M 85.25%
2 2025 Christopher McGinnis Chief Financial Officer & Treasurer 454.8K 1.25M 3.47M 3.50M 19.2K 8.70M 80.18%
3 2025 Romin Nabiey Chief Accounting Officer and Former Interim Chief Financial Officer 347.3K 102.9K 379.7K 375.0K 34.7K 17.1K 1.26M 60.06%
4 2025 Trevor Bezdek Co-Chairman of the Board 416.7K 169.00 466.6K 88.2K 971.6K 48.02%
5 2025 Scott Wagner Former Interim Chief Executive Officer 42.8K 758.9K 55.1K 856.8K 88.57%
6 2025 Karsten Voermann Former Chief Financial Officer 22.2K 251.8K 6.2K 280.3K 89.85%
7 2024 Scott Wagner Former Interim Chief Executive Officer 750.0K 750.2K 3.90M 4.00M 364.0K 997.00 9.77M 80.90%
8 2024 Scott Wagner Interim Chief Executive Officer 750.0K 750.2K 3.90M 4.00M 364.0K 997.00 9.77M 80.90%
9 2024 Karsten Voermann Chief Financial Officer 450.0K 443.00 2.58M 2.50M 272.1K 35.3K 5.84M 87.02%
10 2024 Karsten Voermann Former Chief Financial Officer 450.0K 443.00 2.58M 2.50M 272.1K 35.3K 5.84M 87.02%
11 2024 Raj Beri Former Chief Operating Officer 62.5K 899.4K 1.92M 2.88M 31.25%
12 2024 Romin Nabiey Chief Accounting Officer and Former Interim Chief Financial Officer 326.6K 286.00 257.9K 250.0K 98.5K 9.3K 942.6K 53.88%
13 2024 Romin Nabiey Chief Accounting Officer 326.6K 286.00 257.9K 250.0K 98.5K 9.3K 942.6K 53.88%
14 2024 Trevor Bezdek Co-Chairman of the Board 500.0K 398.00 302.3K 51.2K 853.9K 0.00%
15 2024 Trevor Bezdek Chairman of the Board 500.0K 398.00 302.3K 51.2K 853.9K 0.00%
16 2023 Scott Wagner Interim Chief Executive Officer 511.5K 219.00 9.63M 669.00 10.14M 94.95%
17 2023 Scott Wagner Former Interim Chief Executive Officer 511.5K 219.00 9.63M 669.00 10.14M 94.95%
18 2023 Scott Wagner Interim Chief Executive Officer 511.5K 219.00 9.63M 669.00 10.14M 94.95%
19 2023 Raj Beri Former Chief Operating Officer 500.0K 500.2K 2.80M 2.50M 14.2K 6.32M 83.94%
20 2023 Bansi Nagji Former President, Healthcare 309.0K 232.00 2.67M 1.64M 290.9K 4.91M 87.79%
21 2023 Romin Nabiey Chief Accounting Officer and Former Interim Chief Financial Officer 311.3K 55.00 1.12M 1.00M 140.0K 12.2K 2.58M 82.06%
22 2023 Romin Nabiey Chief Accounting Officer 311.3K 55.00 1.12M 1.00M 140.0K 12.2K 2.58M 82.06%
23 2023 Karsten Voermann Former Chief Financial Officer 450.0K 163.1K 242.2K 46.9K 902.2K 0.00%
24 2023 Karsten Voermann Chief Financial Officer 450.0K 163.1K 242.2K 46.9K 902.2K 0.00%
25 2023 Trevor Bezdek Chairman of the Board 500.0K 250.00 269.1K 42.2K 811.5K 0.00%
26 2023 Trevor Bezdek Co-Chairman of the Board 500.0K 250.00 269.1K 42.2K 811.5K 0.00%
27 2023 Trevor Bezdek Chairman of the Board Former Co-Chief Executive Officer 500.0K 250.00 269.1K 42.2K 811.5K 0.00%
28 2023 Douglas Hirsch Chief Mission Officer Former Co-Chief Executive Officer 500.0K 269.1K 15.7K 784.9K 0.00%
29 2022 Raj Beri Former Chief Operating Officer 305.1K 808.4K 8.65M 7.20M 515.00 16.97M 93.43%
30 2022 Raj Beri Former Chief Operating Officer 305.1K 808.4K 8.65M 7.20M 515.00 16.97M 93.43%
31 2022 Karsten Voermann Chief Financial Officer 439.0K 205.4K 4.54M 49.3K 5.24M 86.75%
32 2022 Romin Nabiey Chief Accounting Officer 300.0K 856.9K 1.00M 105.0K 11.1K 2.27M 81.69%
33 2022 Romin Nabiey Chief Accounting Officer 300.0K 856.9K 1.00M 105.0K 11.1K 2.27M 81.69%
34 2022 Babak Azad Chief Marketing Officer and SVP, Marketing Communications 366.5K 1.71M 128.4K 600.00 2.21M 77.57%
35 2022 Trevor Bezdek Co-Chief Executive Officer 500.0K 571.00 36.4K 537.0K 0.00%
36 2022 Trevor Bezdek Chairman of the Board Former Co-Chief Executive Officer 500.0K 571.00 36.4K 537.0K 0.00%
37 2022 Bansi Nagji Former President, Healthcare 500.0K 12.0K 512.0K 0.00%
38 2022 Douglas Hirsch Chief Mission Officer Former Co-Chief Executive Officer 500.0K 7.3K 507.3K 0.00%
39 2022 Douglas Hirsch Co-Chief Executive Officer 500.0K 7.3K 507.3K 0.00%
40 2021 Trevor Bezdek Co-Chief Executive Officer 500.0K 334.00 357.2K 34.2K 891.7K 0.00%
41 2021 Trevor Bezdek Chairman of the Board Former Co-Chief Executive Officer 500.0K 334.00 357.2K 34.2K 891.7K 0.00%
42 2021 Douglas Hirsch Chief Mission Officer Former Co-Chief Executive Officer 500.0K 357.2K 21.9K 879.1K 0.00%
43 2021 Douglas Hirsch Co-Chief Executive Officer 500.0K 357.2K 21.9K 879.1K 0.00%
44 2021 Bansi Nagji President, Healthcare 500.0K 148.00 357.2K 9.6K 867.0K 0.00%
45 2021 Andrew Slutsky President, Consumer 500.0K 378.00 357.2K 7.2K 864.8K 0.00%
46 2021 Karsten Voermann Chief Financial Officer 428.0K 250.00 91.7K 997.00 521.0K 0.00%
47 2021 Karsten Voermann Chief Financial Officer 428.0K 250.00 91.7K 997.00 521.0K 0.00%
48 2021 Babak Azad Chief Marketing Officer 333.0K 150.00 166.5K 747.00 500.4K 0.00%
49 2021 Babak Azad Chief Marketing Officer and SVP, Marketing Communications 333.0K 150.00 166.5K 747.00 500.4K 0.00%
50 2020 Andrew Slutsky President, Consumer 425.0K 971.00 48.39M 115.2K 5.3K 48.94M 98.88%
51 2020 Bansi Nagji President, Healthcare 278.5K 952.00 4.81M 259.2K 23.3K 5.37M 89.54%
52 2020 Bansi Nagji President, Healthcare 278.5K 952.00 4.81M 259.2K 23.3K 5.37M 89.54%
53 2020 Babak Azad Chief Marketing Officer 325.0K 233.6K 1.70M 123.5K 732.00 2.38M 71.34%
54 2019 Trevor Bezdek Co-Chief Executive Officer 500.0K 608.8K 39.9K 1.15M 0.00%
55 2019 Douglas Hirsch Co-Chief Executive Officer 500.0K 608.8K 16.4K 1.13M 0.00%
56 2019 Andrew Slutsky President, Consumer 324.0K 118.4K 8.9K 451.3K 0.00%
57 2019 Babak Azad Chief Marketing Officer 74.0K 146.2K 150.00 220.3K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-29 DEFA14A
2026-04-29 DEF 14A
2025-04-23 DEFA14A
2025-04-23 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-05-01 3
2026-04-29 DEFA14A
2026-04-29 DEF 14A
2026-04-29 ARS
2026-04-24 8-K
2026-04-15 4
2026-04-15 4
2026-04-03 8-K

Executive team

NameTitleCompensationGender
Wendy Barnes President, Chief Executive Officer & Director 3M female
Christopher A. McGinnis Chief Financial Officer & Treasurer 2M male
Ryan Sullivan Chief Marketing Officer 864.8K male
Romin Nabiey Executive Officer 502.0K male
Douglas Joseph Hirsch Co-founder & Director 30.0K male
Nitin Shingate Chief Technology Officer male
Gracye Cheng Senior Vice President, General Counsel & Secretary female
Justin Fengler Chief Strategy & Operations Officer male
Aubrey Reynolds Director of Investor Relations female
Vina Leite Chief People Officer female
ESG Rating
B
MEDICAL - HEALTHCARE INFORMATION SERVICES
2026
E (Environmental)
71.3 / 63.0
Company / Sector avg.
S (Social)
64.1 / 69.8
Company / Sector avg.
G (Governance)
62.3 / 68.0
Company / Sector avg.
ESG Total
65.9 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2021-03-25 2021-04-23 Anthony E. Gonzalez OH16 Purchase $100,001 - $250,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits