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ESS Tech, Inc. (GWH)

US NYSE Industrials Electrical Equipment & Parts
Address Building 83 97070
Wilsonville, OR, US
CEO Drew Buckley
Website essinc.com
IPO 2021-01-04
CIK 1819438 ISIN US26916J2050

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Also trades on NASDAQ Capital Market · STWO (USD) NASDAQ Capital Market · STWOU (USD) New York Stock Exchange · GWH (USD) New York Stock Exchange · GWH-WT (USD)
Description

ESS Tech, Inc. is a global energy storage enterprise focused on developing and manufacturing iron flow batteries for commercial and large-scale utility applications. The company's product portfolio includes the Energy Warehouse, designed for on-site (behind-the-meter) energy management, and the Energy Center, an offering for grid-level (front-of-the-meter) power solutions. Founded in 2011, the firm maintains its headquarters in Wilsonville, Oregon.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
ACON S2 Acquisition Corp. STWOU 2021-06-21 View
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
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Volume Profile
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Liquidity & share structure
Average Volume
799.7K
Beta
1.41
Float Shares
5.17M
Free Float %
41.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-5.08% -26.38% -36.12% -46.32% -81.81% -58.88% -72.39% -94.01% -99.48% -99.48% -99.48%
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

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (11 ratings, all time) Hold
Price Targets & DCF
Current price
1.12
Low 1.25 +12.1%
Consensus 3.79 +239.9%
Median 2.45 +119.7%
High 9.00 +707.2%
DCF (Unlevered) 0.47 -58.0%
DCF (Levered) 0.28 -74.5%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
3.00
All Time 6
3.44
Quality scores
Altman Z-Score
-28.11
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
0 / 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
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Electrical Equipment & Parts: +13.1%
    -74.9% Q1'26: -78.6% (vs Q1'25)
  • EPS growth Electrical Equipment & Parts: +22.4%
    +40.7% Q1'26: +64.0% (vs Q1'25)
  • FCF margin FCF growth · Electrical Equipment & Parts: +27.2%
    -4,118.3% Q1'26: -11,241.4% (vs Q1'25)
  • EBIT margin Electrical Equipment & Parts: +8.2%
    -3,518.6% Q1'26: -10,765.6% (vs Q1'25)
  • ROIC Electrical Equipment & Parts: +6.4%
    Q1'26: +641.5% (vs Q1'25)
  • Share dilution Electrical Equipment & Parts: +0.0%
    -91.7% Q1'26: +143.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Electrical Equipment & Parts: -0.54×
    -0.08× Q1'26: -0.07× (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 (1.45) × ERP
WACC = 81% × Ke + 19% × Kd (141.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 0.47 Current price: 0.79
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
est: 985.7K (-100.0%)
894.0K
est: 1.98M (-54.8%)
7.54M
est: 7.43M (+1.5%)
6.30M
est: 9.22M (-31.7%)
1.58M
est: 3.10M (-48.9%)
2.10M
2.10M – 2.10M
-32.3% YoY
30.00M
30.00M – 30.00M
+1,328.6% YoY
171.20M
171.20M – 171.20M
+470.7% YoY
347.00M
347.00M – 347.00M
+102.7% YoY
EBITDA
-474.66M
est: -197.1K (-240,681.1%)
-103.97M
est: -395.9K (-26,158.2%)
-79.39M
est: -4.46M (-1,681.6%)
-85.07M
est: -5.53M (-1,437.5%)
-49.96M
est: -1.86M (-2,586.0%)
-1.26M
-1.26M – -1.26M
+32.3% YoY
-18.00M
-18.00M – -18.00M
-1,328.6% YoY
-102.72M
-102.72M – -102.72M
-470.7% YoY
-208.20M
-208.20M – -208.20M
-102.7% YoY
EBIT
-475.23M
est: -197.1K (-240,971.3%)
-105.49M
est: -395.9K (-26,542.8%)
-85.91M
est: -4.46M (-1,827.8%)
-89.80M
est: -5.53M (-1,522.9%)
-55.70M
est: -1.86M (-2,894.6%)
-1.26M
-1.26M – -1.26M
+32.3% YoY
-18.00M
-18.00M – -18.00M
-1,328.6% YoY
-102.72M
-102.72M – -102.72M
-470.7% YoY
-208.20M
-208.20M – -208.20M
-102.7% YoY
Net Income
-477.12M
est: -12.08B (+96.1%)
-77.97M
est: -1.45B (+94.6%)
-77.58M
est: -93.90M (+17.4%)
-86.22M
est: -97.61M (+11.7%)
-63.44M
est: -56.80M (-11.7%)
-14.60M
-14.60M – -14.60M
+74.3% YoY
-9.93M
-9.93M – -9.93M
+32.0% YoY
-38.40M
-38.40M – -38.40M
-286.8% YoY
-1.02M
-1.02M – -1.02M
+97.3% YoY
SGA
29.76M
est: 9.80M (+203.7%)
34.41M
est: 19.68M (+74.9%)
30.32M
est: 92.45M (-67.2%)
32.67M
est: 114.80M (-71.5%)
21.44M
est: 38.59M (-44.4%)
26.14M
26.14M – 26.14M
-32.3% YoY
373.44M
373.44M – 373.44M
+1,328.6% YoY
2.13B
2.13B – 2.13B
+470.7% YoY
4.32B
4.32B – 4.32B
+102.7% YoY
EPS
-58.53
est: -68.40 (+14.4%)
-7.66
est: -8.19 (+6.5%)
-0.48
est: -6.43 (+92.5%)
-7.32
est: -6.72 (-8.9%)
-4.34
est: -3.89 (-11.6%)
-1.00
-1.00 – -1.00
+74.3% YoY
-0.68
-0.68 – -0.68
+32.0% YoY
-2.63
-2.63 – -2.63
-286.8% YoY
-0.07
-0.07 – -0.07
+97.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-05-06 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-05-05 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-05-04 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-05-01 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-30 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-29 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-28 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-27 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-24 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-84.46M
OE per share TTM
-4.16
Owner's Yield
-257.42%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
555.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
10
Total invested
331.9K
Insider transactions (90d)
0
Beneficial owners (>5%)
36
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 SB Energy Global Holdings Limited 35.95M 23.80% 30.02M 35.95M CO 2021-11-17
2 SB Energy Global Holdings One Ltd. 35.95M 23.80% 30.02M 35.95M CO 2021-11-17
3 SoftBank Group Capital Ltd 35.95M 23.80% 30.02M 35.95M CO 2021-11-17
4 SoftBank Group Corp. 35.95M 23.80% 30.02M 35.95M CO 2021-11-17
5 Honeywell International Inc. 34.17M 18.00% 34.17M CO Delaware 2023-09-25
6 Honeywell ACS Ventures LLC 27.12M 14.80% 27.12M OO Delaware 2023-09-25
7 Breakthrough Energy Investments, LLC 16.04M 11.87% 16.04M 16.04M OO United States 2021-10-18
8 Breakthrough Energy Ventures, LLC 16.04M 11.87% 16.04M 16.04M OO United States 2021-10-18
9 Andrew Haughian 11.16M 8.27% 11.16M 11.16M IN 2021-10-21
10 Chris Erickson 11.03M 8.17% 11.03M 11.03M IN 2021-10-21
11 Monoc Capital Ltd. 11.02M 8.16% 11.02M 11.02M OO 2021-10-21
12 Vicap LLC 10.89M 8.06% 10.89M 10.89M OO 2021-10-21
13 PSee Ventures LLC 10.83M 8.02% 10.83M 10.83M OO 2021-10-21
14 Pangaea Ventures Fund III, LP 10.83M 8.02% 10.83M 10.83M PN 2021-10-21
15 Pangaea Ventures III LLC 10.83M 8.02% 10.83M 10.83M OO 2021-10-21
16 Purnesh Seegopaul 10.83M 8.02% 10.83M 10.83M IN 2021-10-21
17 ACON Investment Holdings, LLC 10.18M 6.80% 10.18M 10.18M OO 2022-02-14
18 ACON S2 Sponsor, L.L.C. 10.18M 6.80% 10.18M 10.18M OO 2022-02-14
19 Cycle Capital III, L.P. 9.75M 7.20% 9.75M 10.00 PN Canada 2021-10-18
20 Andrée-Lise Methot 9.70M 6.30% 9.70M 9.70M IN Canada 2023-03-29
21 Claude Vachet 9.70M 6.30% 9.70M 9.70M IN Canada 2023-03-29
22 Cycle Capital Fund III, L.P. 9.70M 6.30% 9.70M 9.70M PN Canada 2023-03-29
23 Cycle Capital III, L.P.. 9.70M 6.30% 9.70M 9.70M PN Canada 2023-03-29
24 Cycle Capital Management III Inc. 9.70M 6.30% 9.70M 9.70M CO Canada 2023-03-29
25 BASF Venture Capital GmbH 9.21M 6.40% 9.21M 9.21M CO Germany 2022-02-11
26 Craig Evans 8.45M 5.50% 8.45M 10.00 IN United States 2023-07-13
27 Julia Song 8.45M 5.50% 8.45M 10.00 IN United States 2023-07-13
28 10. 6.10M 19.50% 6.10M OO Delaware 2021-02-12
29 in Row (9) 6.10M 19.50% 6.10M OO Delaware 2021-02-12
30 Notes). 2.00M 8.00% 2.00M 1.9K IA USA 2020-09-25
31 Pangaea Partners LLC 143.5K 0.11% 143.5K 143.5K OO 2021-10-21
32 Glazer Capital, LLC 0.00% IA, OO State of Delaware 2022-02-14
33 Paul J. Glazer 0.00% IN United States 2022-02-14
34 RP Investment Advisors LP 0.00% FI, IA, PN Ontario, Canada 2022-02-11
35 RP SPAC Fund 0.00% FI Canada 2022-02-11
36 RP Select Opportunities Master Fund Ltd. 0.00% FI Cayman Islands 2022-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
10
-43 vs prev Q
New positions
1
Closed positions
44
Increased
3
Reduced
2
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 SOFTBANK GROUP CORP. 2.40M +— (+0.0%) 4.51M +862.9K (+23.7%) 16.93% -2.598 pp 0.03% +0.015 pp USD6.32 -70.3% 6 qtrs
2 ALYESKA INVESTMENT GROUP, L.P. 1.40M +1.4M (+100.0%) 2.63M +2.6M (+100.0%) 9.89% +9.891 pp 0.01% +0.007 pp USD1.88 +0.0% 1 qtrs NEW
3 AROSA CAPITAL MANAGEMENT LP 950.0K +274.6K (+40.7%) 1.79M +759.4K (+74.0%) 6.71% +1.208 pp 0.22% -0.001 pp USD1.62 +16.0% 2 qtrs
4 VANGUARD GROUP INC 485.9K +221.6K (+83.8%) 913.5K +511.7K (+127.4%) 3.43% +1.279 pp 0.00% +0.000 pp USD3.64 -48.4% 6 qtrs
5 SHAY CAPITAL LLC 180.0K +180.0K (+100.0%) 338.4K +338.4K (+100.0%) 1.27% +1.272 pp 0.03% +0.035 pp USD1.88 +0.0% 1 qtrs NEW
6 GEODE CAPITAL MANAGEMENT, LLC 136.5K +79.7K (+140.2%) 256.6K +170.2K (+197.1%) 0.96% +0.501 pp 0.00% +0.000 pp USD3.51 -46.4% 6 qtrs
7 GREEN ALPHA ADVISORS, LLC 118.7K +108.1K (+1,016.7%) 223.1K +207.0K (+1,281.1%) 0.84% +0.752 pp 0.20% +0.189 pp USD2.28 -17.5% 6 qtrs
8 JANE STREET GROUP, LLC 109.0K +60.1K (+122.7%) 204.9K +130.5K (+175.4%) 0.77% +0.371 pp 0.00% +0.000 pp USD1.72 +9.3% 2 qtrs
9 PATHSTONE HOLDINGS, LLC 89.0K +89.0K (+100.0%) 167.3K +167.3K (+100.0%) 0.63% +0.629 pp 0.00% +0.001 pp USD1.88 +0.0% 1 qtrs NEW
10 GSA CAPITAL PARTNERS LLP 74.7K +74.7K (+100.0%) 140.0K +140.0K (+100.0%) 0.53% +0.528 pp 0.01% +0.012 pp USD1.88 +0.0% 6 qtrs
11 JPMORGAN CHASE & CO 74.3K +74.1K (+43,581.8%) 139.6K +139.3K (+54,011.2%) 0.52% +0.523 pp 0.00% +0.000 pp USD1.89 -0.5% 6 qtrs
12 FMR LLC 52.5K +1.0 (+0.0%) 98.7K +18.9K (+23.7%) 0.37% -0.057 pp 0.00% +0.000 pp USD6.32 -70.3% 6 qtrs
13 BLACKROCK, INC. 50.4K -2.8K (-5.2%) 94.7K +13.9K (+17.2%) 0.36% -0.077 pp 0.00% +0.000 pp USD6.31 -70.2% 6 qtrs
14 XTX TOPCO LTD 49.6K +28.7K (+137.8%) 93.3K +61.6K (+194.1%) 0.35% +0.181 pp 0.00% +0.001 pp USD1.67 +12.6% 3 qtrs
15 STATE STREET CORP 47.0K +30.7K (+188.1%) 88.3K +63.5K (+256.4%) 0.33% +0.199 pp 0.00% +0.000 pp USD3.42 -45.0% 6 qtrs
16 UBS GROUP AG 44.7K +29.9K (+201.1%) 84.1K +61.5K (+272.4%) 0.32% +0.195 pp 0.00% +0.000 pp USD2.13 -11.7% 5 qtrs
17 ENGINEERS GATE MANAGER LP 16.5K +16.5K (+100.0%) 31.0K +31.0K (+100.0%) 0.12% +0.117 pp 0.00% +0.000 pp USD1.88 +0.0% 1 qtrs NEW
18 LPL FINANCIAL LLC 14.2K +14.2K (+100.0%) 26.8K +26.8K (+100.0%) 0.10% +0.101 pp 0.00% +0.000 pp USD1.88 +0.0% 1 qtrs NEW
19 NORTHERN TRUST CORP 10.6K +— (+0.0%) 19.9K +3.8K (+23.7%) 0.07% -0.012 pp 0.00% +0.000 pp USD6.32 -70.3% 6 qtrs
20 MILLENNIUM MANAGEMENT LLC 10.1K +10.1K (+100.0%) 19.0K +19.0K (+100.0%) 0.07% +0.071 pp 0.00% +0.000 pp USD1.88 +0.0% 1 qtrs NEW
21 PRIMORIS WEALTH ADVISORS, LLC 10.0K +10.0K (+100.0%) 18.8K +18.8K (+100.0%) 0.07% +0.071 pp 0.01% +0.011 pp USD1.88 +0.0% 1 qtrs NEW
22 BRIDGEWAY CAPITAL MANAGEMENT, LLC 10.0K +10.0K (+100.0%) 18.8K +18.8K (+100.0%) 0.07% +0.071 pp 0.00% +0.000 pp USD1.88 +0.0% 1 qtrs NEW
23 ADVISOR GROUP HOLDINGS, INC. 6.1K +3.8K (+169.7%) 11.5K +8.2K (+249.4%) 0.04% +0.025 pp 0.00% +0.000 pp USD2.92 -35.6% 6 qtrs
24 GOLDEN STATE WEALTH MANAGEMENT, LLC 2.7K -13.0 (-0.5%) 5.1K +956.0 (+23.1%) 0.02% -0.003 pp 0.00% +0.000 pp USD5.86 -67.9% 5 qtrs
25 BANK OF AMERICA CORP /DE/ 2.7K +150.0 (+5.9%) 5.1K +1.2K (+30.9%) 0.02% -0.002 pp 0.00% +0.000 pp USD5.86 -67.9% 6 qtrs
26 CWM, LLC 2.7K +6.0 (+0.2%) 5.0K +1.0K (+25.0%) 0.02% -0.003 pp 0.00% +0.000 pp USD6.31 -70.2% 6 qtrs
27 TOWER RESEARCH CAPITAL LLC (TRC) 2.5K -2.2K (-46.3%) 4.7K -2.4K (-33.6%) 0.02% -0.020 pp 0.00% 0.000 pp USD1.40 +34.3% 5 qtrs
28 PNC FINANCIAL SERVICES GROUP, INC. 2.4K +— (+0.0%) 4.6K +880.0 (+23.7%) 0.02% -0.003 pp 0.00% +0.000 pp USD6.32 -70.3% 6 qtrs
29 MORGAN STANLEY 2.1K -3.1K (-60.0%) 3.9K -4.0K (-50.5%) 0.01% -0.028 pp 0.00% +0.000 pp USD5.40 -65.2% 6 qtrs
30 NATIONAL BANK OF CANADA /FI/ 832.00 +— (+0.0%) 1.5K +283.0 (+22.8%) 0.01% -0.001 pp 0.00% +0.000 pp USD6.32 -70.3% 6 qtrs
31 MISSOURI TRUST & INVESTMENT CO 633.00 +— (+0.0%) 1.2K +228.0 (+23.7%) 0.00% -0.001 pp 0.00% +0.000 pp USD3.81 -50.7% 5 qtrs
32 SBI SECURITIES CO., LTD. 571.00 +488.0 (+588.0%) 1.1K +947.0 (+751.6%) 0.00% +0.003 pp 0.00% +0.000 pp USD2.39 -21.3% 5 qtrs
33 GROUP ONE TRADING, L.P. 409.00 +— (+0.0%) 769.00 +147.0 (+23.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD5.81 -67.6% 5 qtrs
34 GLOBAL RETIREMENT PARTNERS, LLC 366.00 +— (+0.0%) 688.00 +132.0 (+23.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD1.33 +41.4% 3 qtrs
35 PARALLEL ADVISORS, LLC 300.00 +— (+0.0%) 564.00 +108.0 (+23.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD3.26 -42.3% 4 qtrs
36 PARKSIDE FINANCIAL BANK & TRUST 233.00 +— (+0.0%) 439.00 +84.0 (+23.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD6.32 -70.3% 6 qtrs
37 SMARTLEAF ASSET MANAGEMENT LLC 200.00 +200.0 (+100.0%) 366.00 +366.0 (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD1.88 +0.0% 1 qtrs NEW
38 BNP PARIBAS ARBITRAGE, SNC 163.00 -284.0 (-63.5%) 306.00 -373.0 (-54.9%) 0.00% -0.003 pp 0.00% +0.000 pp USD6.25 -69.9% 6 qtrs
39 FORTITUDE FAMILY OFFICE, LLC 120.00 +120.0 (+100.0%) 226.00 +226.0 (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD1.88 +0.0% 1 qtrs NEW
40 NEWEDGE ADVISORS, LLC 72.00 +— (+0.0%) 135.00 +25.0 (+22.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD6.31 -70.2% 6 qtrs
41 ARCHER INVESTMENT CORP 68.00 +— (+0.0%) 128.00 +25.0 (+24.3%) 0.00% 0.000 pp 0.00% +0.000 pp USD5.87 -68.0% 5 qtrs
42 WOLFF WIESE MAGANA LLC 66.00 +— (+0.0%) 125.00 +24.0 (+23.8%) 0.00% 0.000 pp 0.00% +0.000 pp USD6.32 -70.3% 6 qtrs
43 WELLS FARGO & COMPANY/MN 45.00 +35.0 (+350.0%) 85.00 +70.0 (+466.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.78 +5.6% 2 qtrs
44 MTM INVESTMENT MANAGEMENT, LLC 40.00 +— (+0.0%) 75.00 +14.0 (+23.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.33 +41.4% 3 qtrs
45 HARBOR INVESTMENT ADVISORY, LLC 33.00 +— (+0.0%) 62.00 +12.0 (+24.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.30 -70.2% 6 qtrs
46 JONES FINANCIAL COMPANIES LLLP 13.00 +— (+0.0%) 24.00 +3.0 (+14.3%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.31 -70.2% 6 qtrs
47 NAVALIGN, LLC 13.00 +13.0 (+100.0%) 24.00 +24.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.85 +1.6% 1 qtrs NEW
48 TD WATERHOUSE CANADA INC. 13.00 +13.0 (+100.0%) 24.00 +24.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.85 +1.6% 1 qtrs NEW
49 8.00 +8.0 (+100.0%) 15.00 +15.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.88 +0.0% 1 qtrs NEW
50 PINNACLE WEALTH PLANNING SERVICES, INC. 6.00 +6.0 (+100.0%) 11.00 +11.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.83 +2.7% 1 qtrs NEW
51 CITIGROUP INC 1.00 +1.0 (+100.0%) 2.00 +2.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD1.00 +88.0% 1 qtrs NEW
52 CLEAR STREET GROUP INC. -126.0 (-100.0%) -192.0 (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 2 qtrs SOLD
53 MATHER GROUP, LLC. -20.0 (-100.0%) -30.0 (-100.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD 5 qtrs SOLD
54 GROUPE LA FRANCAISE -6.0 (-100.0%) -8.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 2 qtrs SOLD
55 RENAISSANCE TECHNOLOGIES LLC -27.6K (-100.0%) -41.9K (-100.0%) 0.00% -0.225 pp 0.00% 0.000 pp USD 6 qtrs SOLD
56 PRINCIPAL SECURITIES, INC. -108.0 (-100.0%) -164.0 (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 6 qtrs SOLD
57 ALLWORTH FINANCIAL LP -166.0 (-100.0%) -253.0 (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 6 qtrs SOLD
58 YORKVILLE ADVISORS GLOBAL, LP -48.4K (-100.0%) -73.5K (-100.0%) 0.00% -0.394 pp 0.00% -0.028 pp USD 2 qtrs SOLD
59 BARCLAYS PLC -100.0 (-100.0%) -632.0 (-100.0%) 0.00% -0.001 pp 0.00% +0.000 pp USD 6 qtrs SOLD
60 CITADEL ADVISORS LLC -19.8K (-100.0%) -30.1K (-100.0%) 0.00% -0.161 pp 0.00% +0.000 pp USD 2 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 12 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.00% 66.5K 0.60%
2 Vanguard Extended Market ETF VXF 0.00% 268.1K 0.05%
3 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 777.52 0.03%
4 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 2.1K 0.17%
5 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 157.69 0.17%
6 Vanguard Total Stock Market ETF VTI 0.00% 364.8K 0.03%
7 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 799.76 0.22%
8 Vanguard Growth ETF Portfolio VGRO.TO 0.00% 434.83 0.22%
9 Vanguard Balanced ETF Portfolio VBAL.TO 0.00% 175.97 0.22%
10 Vanguard Conservative ETF Portfolio VCNS.TO 0.00% 19.34 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
550.0K
Shares disposed
Cash buys
Cash sales
Net activity
+550,000
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
2026-02-20 Suhadolnik Kate Eileen Officer S-Sale D Common Stock 741 1.54 1.1K 164,414 D
2026-02-20 Goodman Kelly F. Officer S-Sale D Common Stock 2,269 1.54 3.5K 215,853 D
2026-02-13 Suhadolnik Kate Eileen Officer A-Award A Common Stock 137,500 0.00 165,155 D
2026-02-13 Goodman Kelly F. Officer A-Award A Common Stock 137,500 0.00 218,122 D
2026-01-28 Buckley Drew P Director / Officer A-Award A Stock Option (right to buy) 550,000 1.68 924.0K 550,000 D
2026-01-01 Buckley Drew P Director / Officer Stock Option (right to buy) 50,000 2.00 100.0K 0 D
2025-11-20 Suhadolnik Kate Eileen Officer F-InKind D Common Stock 1,299 2.40 3.1K 27,655 D
2025-11-20 Goodman Kelly F. Officer F-InKind D Common Stock 4,513 2.40 10.8K 80,622 D
2025-10-13 WELLMAN ALEXI Director A-Award A Common Stock 13,513 0.00 38,886 D
2025-10-13 Teamey Kyle Director A-Award A Common Stock 13,513 0.00 38,740 D
2025-10-13 Quarls Harry Director A-Award A Common Stock 13,513 0.00 13,513 D
2025-10-13 Nijhawan Sandeep Director A-Award A Common Stock 13,513 0.00 29,050 D
2025-10-13 NIGGLI MICHAEL R Director A-Award A Common Stock 13,513 0.00 90,825 D
2025-10-13 Hossfeld Rich Director A-Award A Common Stock 13,513 0.00 27,859 D
2025-10-13 Garabedian Raffi Director A-Award A Common Stock 13,513 0.00 39,672 D
2025-08-20 Suhadolnik Kate Eileen Officer F-InKind D Common Stock 1,232 1.61 2.0K 28,954 D
2025-08-20 Goodman Kelly F. Officer F-InKind D Common Stock 4,326 1.61 7.0K 85,135 D
2025-08-18 Trivedi Jigish Dhirajlal Officer A-Award A Common Stock 275,000 0.00 275,000 D
2025-08-01 Suhadolnik Kate Eileen Officer Common Stock 0 0.00 30,186 D
2025-05-20 Rabb Anthony Officer F-InKind D Common Stock 2,741 1.96 5.4K 109,392 D
2025-05-20 Goodman Kelly F. Officer F-InKind D Common Stock 2,164 1.96 4.2K 89,461 D
2025-04-13 Rabb Anthony Officer A-Award A Common Stock 42,500 0.00 112,133 D
2025-04-13 Goodman Kelly F. Officer A-Award A Common Stock 36,930 0.00 91,625 D
2025-02-20 Rabb Anthony Officer F-InKind D Common Stock 1,987 4.81 9.6K 69,633 D
2025-02-20 Goodman Kelly F. Officer F-InKind D Common Stock 1,489 4.81 7.2K 54,695 D
2025-02-13 Goodman Kelly F. Officer Common Stock 0 0.00 46,184 D
2025-02-10 Goodman Kelly F. Officer A-Award A Common Stock 10,000 0.00 56,184 D
2024-11-20 Rabb Anthony Officer F-InKind D Common Stock 1,889 5.21 9.8K 71,620 D
2024-11-18 Dresselhuys Eric P. Director / Officer P-Purchase A Common Stock 1,000 5.23 5.2K 180,580 D
2024-09-11 Nijhawan Sandeep Director S-Sale D Common Stock 7,000 5.72 40.0K 15,537
2024-08-30 Teamey Kyle Director P-Purchase A Common Stock 142 6.73 955.66 25,227
2024-08-29 NIGGLI MICHAEL R Director M-Exempt A Common Stock 11,852 6.88 81.5K 77,312
2024-08-20 Rabb Anthony Officer F-InKind D Common Stock 1,886 8.19 15.5K 73,509 D
2024-05-20 Rabb Anthony Officer F-InKind D Common Stock 1,886 12.15 22.9K 75,395 D
2024-05-17 WELLMAN ALEXI Director A-Award A Common Stock 202,702 0.00 380,633
2024-05-17 Teamey Kyle Director A-Award A Common Stock 202,702 0.00 376,311
2024-05-17 Quarls Harry Director A-Award A Common Stock 202,702 0.00 626,158
2024-05-17 Nijhawan Sandeep Director A-Award A Common Stock 202,702 0.00 338,075
2024-05-17 NIGGLI MICHAEL R Director A-Award A Common Stock 202,702 0.00 951,896
2024-05-17 Hossfeld Rich Director A-Award A Common Stock 202,702 0.00 215,202
2024-05-17 Garabedian Raffi Director A-Award A Common Stock 202,702 0.00 392,429
2024-05-15 Hossfeld Rich Director D-Return D Common Stock 135,373 0.00 12,500
2024-05-14 Teamey Kyle Director P-Purchase A Common Stock 1,250 0.79 987.38 173,609
2024-05-10 Quarls Harry Director P-Purchase A Common Stock 57,310 0.79 45.0K 423,456
2024-05-09 Quarls Harry Director P-Purchase A Common Stock 42,690 0.84 35.8K 366,146
2024-03-15 Hossfeld Rich Director P-Purchase A Common Stock 200 0.73 145.14 145,573
2024-03-07 Dresselhuys Eric P. Director / Officer A-Award A Common Stock 622,771 0.00 2,718,239
2024-02-20 Rabb Anthony Officer F-InKind D Common Stock 1,044 13.67 14.3K 77,281 D
2024-02-15 Rabb Anthony Officer A-Award A Common Stock 550,000 0.00 1,242,468
2023-11-20 Rabb Anthony Officer F-InKind D Common Stock 4,298 17.55 75.4K 78,325 D
2023-11-16 Quarls Harry Director P-Purchase A Common Stock 5,489 1.25 6.9K 323,456
2023-11-15 Quarls Harry Director P-Purchase A Common Stock 67,118 1.35 90.3K 317,967
2023-11-14 Quarls Harry Director P-Purchase A Common Stock 80,579 1.27 102.3K 250,849
2023-11-13 Teamey Kyle Director P-Purchase A Common Stock 1,000 1.11 1.1K 172,359
2023-11-13 Quarls Harry Director P-Purchase A Common Stock 46,814 1.10 51.6K 170,270
2023-09-21 HONEYWELL INTERNATIONAL INC 10% Owner I Warrant 775,760 1.45 1.12M 0
2023-09-05 Dresselhuys Eric P. Director / Officer A-Award A Common Stock 128,617 0.00 2,095,468
2023-08-28 Quarls Harry Director A-Award A Stock Option (right to buy) 185,184 1.43 264.8K 185,184
2023-08-20 Rabb Anthony Officer F-InKind D Common Stock 106 18.15 1.9K 82,623 D
2023-05-20 Rabb Anthony Officer F-InKind D Common Stock 100 18.00 1.8K 82,729 D
2023-05-19 WELLMAN ALEXI Director A-Award A Common Stock 135,373 0.00 177,931
2023-05-19 Teamey Kyle Director A-Award A Common Stock 135,373 0.00 171,359
2023-05-19 Nijhawan Sandeep Director 0 0.00 0
2023-05-19 NIGGLI MICHAEL R Director A-Award A Common Stock 135,373 0.00 749,194
2023-05-19 Hossfeld Rich Director A-Award A Common Stock 135,373 0.00 145,373
2023-05-19 Garabedian Raffi Director A-Award A Common Stock 135,373 0.00 189,727
2023-05-16 NIGGLI MICHAEL R Director P-Purchase A Common Stock 10,000 0.81 8.1K 613,821
2023-05-16 Hossfeld Rich Director P-Purchase A Common Stock 10,000 0.81 8.1K 10,000
2023-05-15 Teamey Kyle Director P-Purchase A Common Stock 100 0.84 84.34 35,986
2023-05-12 NIGGLI MICHAEL R Director P-Purchase A Common Stock 20,000 1.13 22.6K 603,821
2023-04-26 Dresselhuys Eric P. Director / Officer A-Award A Common Stock 622,771 0.00 1,966,851
2023-03-13 Rabb Anthony Officer A-Award A Common Stock 76,452 0.00 692,468
2023-03-13 Evans Craig E Director / Officer A-Award A Common Stock 467,694 0.00 2,859,868
2023-03-07 Teamey Kyle Director P-Purchase A Common Stock 2,500 1.61 4.0K 31,986
2023-03-06 NIGGLI MICHAEL R Director P-Purchase A Common Stock 5,000 1.65 8.3K 583,821
2023-02-21 Evans Craig E Director / Officer S-Sale D Common Stock 5,536 2.04 11.3K 5,561,524
2023-02-21 Dresselhuys Eric P. Director / Officer S-Sale D Common Stock 23,440 2.04 47.8K 1,344,080
2022-12-15 NIGGLI MICHAEL R Director P-Purchase A Common Stock 19,100 2.56 48.9K 578,821
2022-11-21 Evans Craig E Officer S-Sale D Common Stock 50,000 3.52 175.9K 5,591,617
2022-11-21 Dresselhuys Eric P. Officer S-Sale D Common Stock 14,339 3.82 54.8K 1,367,520
2022-11-18 Evans Craig E Officer S-Sale D Common Stock 50,000 3.93 196.7K 2,403,439
2022-11-10 Rabb Anthony Officer D Common Stock 0 0.00 616,016
2022-11-04 Rabb Anthony Officer D Class A ordinary shares 0 0.00 2,500,000
2022-10-19 Moftakhar Amir Officer S-Sale D Common Stock 4,193 3.48 14.6K 563,043
2022-10-17 Moftakhar Amir Officer S-Sale D Common Stock 16,720 3.72 62.2K 567,236
2022-10-17 Evans Craig E Officer S-Sale D Common Stock 16,340 3.72 60.8K 5,625,277
2022-10-17 Dresselhuys Eric P. Officer S-Sale D Common Stock 57,027 3.72 212.1K 1,434,914
2022-06-01 Wilson Daryl C Director A-Award A Common Stock 29,486 0.00 75,850
2022-06-01 WELLMAN ALEXI Director A-Award A Common Stock 29,486 0.00 42,558
2022-06-01 Teamey Kyle Director A-Award A Common Stock 29,486 0.00 29,486
2022-06-01 NIGGLI MICHAEL R Director A-Award A Common Stock 29,486 0.00 559,721
2022-06-01 Gast Claudia Director A-Award A Common Stock 29,486 0.00 59,694
2022-06-01 Garabedian Raffi Director A-Award A Common Stock 29,486 0.00 54,354
2022-03-01 NIGGLI MICHAEL R Director P-Purchase A Common Stock 20,000 5.01 100.2K 530,235
2022-02-17 Gast Claudia Director A-Award A Common Stock 30,208 0.00 30,208
2022-02-16 Dresselhuys Eric P. Director / Officer A-Award A Common Stock 622,771 0.00 1,491,941
2022-02-08 Moftakhar Amir Officer A-Award A Common Stock 268,358 0.00 647,161
2022-02-08 Evans Craig E Director / Officer A-Award A Common Stock 268,358 0.00 5,641,617
2022-02-08 Bodner Jeff Officer A-Award A Common Stock 32,934 0.00 54,900
2022-01-24 Evans Craig E Director / Officer S-Sale D Common Stock 1,342 6.05 8.1K 5,373,083
2022-01-24 Dresselhuys Eric P. Director / Officer S-Sale D Common Stock 59,642 6.05 361.0K 869,170
2022-01-17 Evans Craig E Director / Officer A-Award A Common Stock 2,934 0.00 5,374,425
2022-01-17 Dresselhuys Eric P. Director / Officer A-Award A Common Stock 88,031 0.00 928,812
2022-01-04 Moftakhar Amir Officer F-InKind D Common Stock 37,821 11.50 434.9K 378,793
2022-01-04 Evans Craig E Director / Officer F-InKind D Common Stock 20,193 11.50 232.2K 5,371,491
2022-01-04 Dresselhuys Eric P. Director / Officer F-InKind D Common Stock 52,216 11.50 600.5K 840,781
2022-01-04 Bodner Jeff Officer F-InKind D Common Stock 4,225 11.50 48.6K 21,966
2021-12-17 WELLMAN ALEXI Director A-Award A Common Stock 13,072 0.00 13,072
2021-12-17 Dresselhuys Eric P. Director / Officer A-Award A Common Stock 762,938 0.00 892,997
2021-12-17 Bodner Jeff Officer A-Award A Common Stock 15,000 0.00 26,191
2021-11-15 Wilson Daryl C Director A-Award A Common Stock 46,364 0.00 46,364
2021-11-15 NIGGLI MICHAEL R Director A-Award A Common Stock 30,053 0.00 510,219
2021-11-15 Moftakhar Amir Officer A-Award A Common Stock 101,026 0.00 416,614
2021-11-15 Garabedian Raffi Director A-Award A Common Stock 24,868 0.00 24,868
2021-11-15 Dresselhuys Eric P. Director / Officer A-Award A Common Stock 130,059 0.00 130,059
2021-11-15 Bodner Jeff Officer A-Award A Common Stock 11,191 0.00 11,191
2021-11-09 SOFTBANK GROUP CORP Director / 10% Owner J-Other A Common Stock 4,204,936 0.00 35,919,908
2021-11-09 NIGGLI MICHAEL R Director J-Other A Common Stock 11,670 10.00 116.7K 85,225
2021-11-09 Moftakhar Amir Officer J-Other A Common Stock 43,216 10.00 432.2K 315,588
2021-11-09 Evans Craig E Director / Officer J-Other A Common Stock 11,670 10.00 116.7K 4,614,123
2021-11-09 Breakthrough Energy Ventures, LLC 10% Owner J-Other A Common Stock, $0.0001 par value per share 20,096 0.00 18,558,721
2021-10-08 Wilson Daryl C Director D Stock Option (right to buy) 274,271 0.33 90.6K 0
2021-10-08 WELLMAN ALEXI Director 0 0.00 0
2021-10-08 Teamey Kyle Director 0 0.00 0
2021-10-08 Speakman Shirley Director 0 0.00 0
2021-10-08 Shadrick-Wilson Ryan D Director C-Conversion A Common Stock 50,000 0.00 5.00 50,000
2021-10-08 SOFTBANK GROUP CORP Director / 10% Owner I Common Stock 0 0.00 31,714,972
2021-10-08 Roush John A Director / Officer 0 0.00 0
2021-10-08 NIGGLI MICHAEL R Director D Stock Option (right to buy) 177,785 0.31 54.4K 0
2021-10-08 Moftakhar Amir Officer D Employee Stock Option (right to buy) 183,887 0.33 61.3K 0
2021-10-08 Levy Sarah Kirshbaum Director C-Conversion A Common Stock 50,000 0.00 5.00 50,000
2021-10-08 Kriger Adam M. Director / Officer 0 0.00 0
2021-10-08 Jinich Daniel Director 0 0.00 0
2021-10-08 Hossfeld Rich Director 0 0.00 0
2021-10-08 Goddard Janie Director C-Conversion D Class B Ordinary Shares 50,000 0.00 0
2021-10-08 Garabedian Raffi Director D Restricted Stock Units 24,868 0.00 0
2021-10-08 GINNS JONATHAN J Director 0 0.00 0
2021-10-08 Evans Craig E Director / Officer I Employee Stock Option (right to buy) 296,058 0.33 97.8K 0
2021-10-08 Dresselhuys Eric P. Director / Officer D Restricted Stock Units 130,059 0.00 0
2021-10-08 Breakthrough Energy Ventures, LLC 10% Owner D Common Stock, $0.0001 par value per share 0 0.00 16,037,874
2021-10-08 Bodner Jeff Officer D Employee Stock Option (right to buy) 44,133 5.38 237.3K 0
2021-10-08 ACON S2 Sponsor, L.L.C. 10% Owner C-Conversion A Common Stock 6,100,000 0.00 610.00 6,100,000
2020-11-16 ACON S2 Management, LLC 10% Owner J-Other D Class B ordinary shares 937,500 0.00 6,100,000
2020-09-16 Shadrick-Wilson Ryan D Director D Class B ordinary shares 50,000 0.00 0
2020-09-16 Roush John A Director / Officer 0 0.00 0
2020-09-16 Levy Sarah Kirshbaum Director D Class B ordinary shares 50,000 0.00 0
2020-09-16 Kriger Adam M. Director / Officer 0 0.00 0
2020-09-16 Jinich Daniel Director 0 0.00 0
2020-09-16 Goddard Janie Director D Class B ordinary shares 50,000 0.00 0
2020-09-16 GINNS JONATHAN J Director 0 0.00 0
2020-09-16 ACON S2 Management, LLC 10% Owner D Class B ordinary shares 7,187,500 0.00 0

Executive team

Top executives
EBIT / Employee
-2.3K
Shares Outstanding
12.60M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-15 DEFA14A
2026-04-15 DEF 14A
2025-10-07 DEFA14A
2025-09-22 DEF 14A
2025-09-09 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-15 DEFA14A
2026-04-15 DEF 14A
2026-04-15 ARS
2026-04-15 8-K
2026-03-05 S-8
2026-03-05 8-K
2026-03-05 10-K
2026-02-26 4

Executive team

NameTitleCompensationGender
Drew Buckley Chief Executive Officer & Director 942.1K male
Kelly F. Goodman Chief Strategy Officer, General Counsel & Corporate Secretary 794.8K female
Kate Suhadolnik Chief Financial Officer 784.0K female
Jigish Trivedi Chief Operating Officer 430.4K male
Randall Selesky Chief Commercial Officer male
Erik Bylin Head of Investor Relations
Paul Notti Vice President of Sales & Business Development male
Brian Lisiecki Chief Information Officer male
ESG Rating
B+
ELECTRICAL EQUIPMENT & PARTS
2026
E (Environmental)
65.1 / 67.7
Company / Sector avg.
S (Social)
59.4 / 63.2
Company / Sector avg.
G (Governance)
62.4 / 64.3
Company / Sector avg.
ESG Total
62.3 / 65.0
Company / Sector avg.
ESG Score History ELECTRICAL EQUIPMENT & PARTS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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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.

Dividend history

Earnings history

Earnings reports

Stock splits