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Harmonic Inc. (HLIT)
USD13.33
-0.34 (-2.48%)
US NASDAQ Technology Communication Equipment
Address
2590 Orchard Parkway 95131
San Jose, CA, US
San Jose, CA, US
CEO
Nimrod Ben-Natan
Website
harmonicinc.com
IPO
1995-05-23
CIK 851310 ISIN US4131601027
Also trades on
London Stock Exchange · 0J38.L (USD)
NASDAQ Global Select · HLIT (USD)
Description
Harmonic Inc., along with its affiliated entities, operates globally, delivering advanced software, hardware, system solutions, and related services for video content distribution. The company's business activities are structured into two main divisions: Video and Cable Access. The Video division furnishes comprehensive solutions for video processing, content production, and playout. Its customer base includes cable operators, satellite and telecommunications Pay-TV providers, as well as broadcast and a variety of media companies, specifically those involved in streaming. This segment offers dedicated video processing equipment, which encompasses network management and application software, complemented by hardware components such as encoders, video servers, high-density stream processing units, and edge processors. Furthermore, it provides Software-as-a-Service (SaaS) platforms that enable the bundling and transmission of diverse streaming content – including live streams, video-on-demand, catch-up TV, start-over TV, network-based digital video recording (DVR), and cloud-based DVR services. These services are delivered via HTTP streaming to a multitude of devices and incorporate dynamic, personalized advertising insertion capabilities. The Cable Access division specializes in offering CableOS software-centric cable access solutions and CableOS central cloud services, primarily targeting cable operators. Ultimately, Harmonic's product suite empowers its clients to create, manage, store, broadcast, and stream a wide spectrum of video services to end-user devices, including televisions, personal computers, laptops, tablets, and smartphones. Beyond its core offerings, the company provides a range of technical support and professional services. These include ongoing maintenance and support, expert consulting, system implementation, project oversight, technical design and planning, site preparation, integration, equipment installation, thorough system testing, and user training. The company distributes its products both through its internal sales team and indirectly via independent resellers and systems integrators. Harmonic Inc. was founded in 1988 and is headquartered in San Jose, California.
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| CubeSmart | CUBE | 2000-03-23 | View |
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
USD13.33
-0.34 (-2.48%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.31
Float Shares
108.24M
Free Float %
98.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.94% | +6.41% | +32.82% | +27.59% | +26.22% | +30.94% | +33.23% | -20.21% | +89.33% | +321.82% | +79.39% |
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 (19 ratings, all time)
Hold
Price Targets & DCF
Current price
13.33
Low
15.00
+12.5%
Consensus
15.75
+18.2%
Median
15.00
+12.5%
High
18.00
+35.0%
DCF (Unlevered)
2.16
-83.8%
DCF (Levered)
3.29
-75.3%
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)
57% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 2 | 0 |
| Hold | 2 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
14.00
+5.0%
|
| Last Year | 3 |
11.00
-17.5%
|
| All Time | 13 |
15.19
+14.0%
|
Quality scores
Altman Z-Score
-0.42
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
3 / 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
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Communication Equipment: +9.8%-46.9% Q2'26: -8.6% (vs Q1'25)
-
EPS growth Communication Equipment: +36.4%-215.2% Q2'26: +40.0% (vs Q1'25)
-
FCF margin FCF growth · Communication Equipment: +59.0%+10.4% ★ Q2'26: +24.9% (vs Q1'25)
-
EBIT margin Communication Equipment: +4.7%+3.5% Q2'26: +0.0% (vs Q1'25)
-
ROIC Communication Equipment: +3.7%+1.9% Q2'26: +0.0% (vs Q1'25)
-
Share dilution Communication Equipment: +0.0%-2.8% ★ Q2'26: -5.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Communication Equipment: -1.04×6.23× Q2'26: 1.60× (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 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 5 EPS Ana. |
Dec 2027 4 Rev. Ana. 4 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
247.68M
est: 150.54M (+64.5%)
|
311.20M
est: 274.97M (+13.2%)
|
364.96M
est: 338.07M (+8.0%)
|
530.46M
est: 496.00M (+6.9%)
|
461.94M
est: 318.08M (+45.2%)
|
433.56M
est: 408.33M (+6.2%)
|
377.03M
est: 374.26M (+0.7%)
|
405.91M
est: 402.63M (+0.8%)
|
358.25M
est: 354.12M (+1.2%)
|
403.56M
est: 403.48M (+0.0%)
|
402.87M
est: 393.81M (+2.3%)
|
378.83M
est: 373.63M (+1.4%)
|
507.15M
est: 504.11M (+0.6%)
|
624.96M
est: 619.90M (+0.8%)
|
607.91M
est: 555.10M (+9.5%)
|
678.72M
est: 670.15M (+1.3%)
|
360.52M
est: 555.03M (-35.0%)
|
481.19M
460.97M – 501.17M
-13.3% YoY
|
552.69M
509.68M – 589.09M
+14.9% YoY
|
554.00M
525.62M – 584.53M
+0.2% YoY
|
| EBITDA |
5.86M
est: 3.85M (+52.4%)
|
31.26M
est: 30.72M (+1.7%)
|
52.59M
est: 54.24M (-3.0%)
|
26.48M
est: 27.27M (-2.9%)
|
23.19M
est: 62.90M (-63.1%)
|
18.48M
est: 13.28M (+39.2%)
|
4.01M
est: 25.12M (-84.0%)
|
-36.15M
est: -97.68M (+63.0%)
|
-50.71M
est: -93.01M (+45.5%)
|
15.79M
est: 27.08M (-41.7%)
|
24.66M
est: 14.69M (+67.9%)
|
999.0K
est: -7.00M (+114.3%)
|
32.55M
est: 51.33M (-36.6%)
|
61.65M
est: 68.48M (-10.0%)
|
34.09M
est: 44.27M (-23.0%)
|
77.40M
est: 53.45M (+44.8%)
|
23.74M
est: 44.27M (-46.4%)
|
38.38M
36.77M – 39.97M
-13.3% YoY
|
44.08M
40.65M – 46.99M
+14.9% YoY
|
44.19M
41.92M – 46.62M
+0.2% YoY
|
| EBIT |
-3.72M
est: -11.08M (+66.4%)
|
19.26M
est: 15.26M (+26.2%)
|
39.31M
est: 36.08M (+8.9%)
|
-9.09M
est: -9.99M (+9.0%)
|
-21.60M
est: -55.11M (+60.8%)
|
-18.81M
est: -20.20M (+6.9%)
|
-15.74M
est: 15.77M (-199.8%)
|
-69.80M
est: -177.81M (+60.7%)
|
-73.63M
est: -177.98M (+58.6%)
|
-5.55M
est: 17.00M (-132.6%)
|
5.06M
est: 3.55M (+42.3%)
|
-14.71M
est: -25.69M (+42.8%)
|
19.50M
est: 30.33M (-35.7%)
|
49.39M
est: 46.10M (+7.1%)
|
21.84M
est: 31.60M (-30.9%)
|
65.26M
est: 38.15M (+71.0%)
|
12.66M
est: 31.60M (-59.9%)
|
27.40M
26.24M – 28.53M
-13.3% YoY
|
31.47M
29.02M – 33.54M
+14.9% YoY
|
31.54M
29.92M – 33.28M
+0.2% YoY
|
| Net Income |
1.01M
est: -6.73M (+115.0%)
|
23.42M
est: 18.74M (+25.0%)
|
63.99M
est: 60.41M (+5.9%)
|
-10.94M
est: -11.50M (+4.9%)
|
37.03M
est: 29.29M (+26.4%)
|
-46.25M
est: -47.23M (+2.1%)
|
-15.66M
est: 10.28M (-252.3%)
|
-72.31M
est: -207.43M (+65.1%)
|
-82.96M
est: -239.74M (+65.4%)
|
-21.04M
est: 15.57M (-235.1%)
|
-5.92M
est: -14.04M (+57.8%)
|
-29.27M
est: -49.09M (+40.4%)
|
13.25M
est: 11.94M (+11.0%)
|
28.18M
est: 32.11M (-12.2%)
|
83.99M
est: 56.73M (+48.1%)
|
39.22M
est: 80.69M (-51.4%)
|
-43.31M
est: 49.23M (-188.0%)
|
68.75M
60.31M – 77.20M
+39.6% YoY
|
83.14M
72.60M – 93.68M
+20.9% YoY
|
84.71M
78.87M – 90.55M
+1.9% YoY
|
| SGA |
65.24M
est: 67.26M (-3.0%)
|
70.69M
est: 61.82M (+14.3%)
|
83.12M
est: 76.48M (+8.7%)
|
130.94M
est: 137.02M (-4.4%)
|
134.01M
est: 249.32M (-46.2%)
|
131.32M
est: 127.05M (+3.4%)
|
120.96M
est: 98.58M (+22.7%)
|
144.38M
est: 106.05M (+36.1%)
|
136.27M
est: 93.27M (+46.1%)
|
118.95M
est: 106.27M (+11.9%)
|
119.04M
est: 116.99M (+1.7%)
|
119.61M
est: 166.88M (-28.3%)
|
138.09M
est: 226.31M (-39.0%)
|
146.72M
est: 217.80M (-32.6%)
|
163.28M
est: 136.64M (+19.5%)
|
153.12M
est: 164.96M (-7.2%)
|
82.76M
est: 136.62M (-39.4%)
|
118.45M
113.47M – 123.37M
-13.3% YoY
|
136.05M
125.46M – 145.01M
+14.9% YoY
|
136.37M
129.38M – 143.89M
+0.2% YoY
|
| EPS |
0.01
est: 0.06 (-81.8%)
|
0.29
est: 0.38 (-23.7%)
|
0.68
est: 0.60 (+13.3%)
|
-0.09
est: 0.25 (-137.8%)
|
0.35
est: 0.17 (+105.9%)
|
-0.50
est: 0.11 (-554.5%)
|
-0.18
est: 0.09 (-305.7%)
|
-0.93
est: -0.06 (-1,560.7%)
|
-1.02
est: -0.33 (-209.1%)
|
-0.25
est: 0.13 (-288.7%)
|
-0.07
est: 0.24 (-129.2%)
|
-0.30
est: 0.02 (-1,700.0%)
|
0.13
est: 0.31 (-58.6%)
|
0.27
est: 0.52 (-48.1%)
|
0.75
est: 0.50 (+49.3%)
|
0.34
est: 0.71 (-51.9%)
|
-0.38
est: 0.43 (-188.1%)
|
0.59
0.53 – 0.68
+37.2% YoY
|
0.75
0.64 – 0.82
+26.5% YoY
|
0.74
0.69 – 0.79
-1.2% YoY
|
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 | 3/5 |
| 2026-05-08 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-07 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-06 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-05 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-04 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-01 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-30 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-29 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-28 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-27 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-24 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | C | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
24.37M
OE per share TTM
0.22
Owner's Yield
1.73%
Maintenance CapEx ratio
36.55%
Maint CapEx / Avg PPE
11.1%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
54
Total invested
61.87M
Insider transactions (90d)
0
Beneficial owners (>5%)
25
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. | 15.93M | 15.50% | 15.75M | — | 15.93M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | 85-4328500 | 10.13M | 9.60% | 3.61M | — | 10.13M | — | IA | Maryland | 2022-10-11 | ↗ |
| 3 | Amendment No. 3 to Schedule 13D | 10.00M | 9.60% | — | — | 413.16M | 10.00M | IA, PN | — | 2022-03-29 | ↗ |
| 4 | 10. | 9.69M | 9.90% | — | 9.69M | — | 9.69M | IA, PN | Delaware | 2021-02-16 | ↗ |
| 5 | Raging Capital Management, LLC | 7.49M | 9.20% | — | — | — | 7.49M | IA | DELAWARE | 2018-02-14 | ↗ |
| 6 | William C. Martin | 7.49M | 9.20% | — | — | — | 7.49M | HC | DELAWARE | 2018-02-14 | ↗ |
| 7 | 2. | 7.39M | 12.00% | — | — | — | 7.39M | HC, IN | — | 2023-02-10 | ↗ |
| 8 | Comcast Corporation | 6.64M | 7.10% | 6.64M | — | 6.64M | — | CO | Pennsylvania | 2019-02-11 | ↗ |
| 9 | 98-0557567 | 6.49M | 5.60% | 6.35M | — | 6.49M | — | IA, HC | Bermuda | 2024-11-08 | ↗ |
| 10 | The Vanguard Group - 23-1945930 | 6.29M | 6.44% | — | 92.9K | 6.12M | 172.2K | IA | Pennsylvania | 2021-02-10 | ↗ |
| 11 | JEREMY MINDICH | 6.08M | 5.40% | — | — | — | 6.08M | HC, IN | — | 2024-04-26 | ↗ |
| 12 | MATTHEW SIROVICH | 6.08M | 5.40% | — | — | — | 6.08M | HC, IN | — | 2024-04-26 | ↗ |
| 13 | SCOPIA CAPITAL MANAGEMENT LP | 6.08M | 5.40% | — | — | — | 6.08M | IA, PN | — | 2024-04-26 | ↗ |
| 14 | SCOPIA MANAGEMENT, INC. | 6.08M | 5.40% | — | — | — | 6.08M | HC, CO | — | 2024-04-26 | ↗ |
| 15 | Wellington Group Holdings LLP | 5.78M | 5.48% | — | 3.67M | — | — | HC | Delaware | 2023-02-06 | ↗ |
| 16 | Wellington Investment Advisors Holdings LLP | 5.78M | 5.48% | — | 3.67M | — | — | HC | Delaware | 2023-02-06 | ↗ |
| 17 | Wellington Management Group LLP | 5.78M | 5.48% | — | 3.67M | — | — | HC | Massachusetts | 2023-02-06 | ↗ |
| 18 | RGM Capital, LLC | 5.77M | 7.07% | — | 5.77M | — | 5.77M | IA, OO | Delaware | 2018-02-14 | ↗ |
| 19 | 30-0447847 | 4.72M | 4.60% | 4.60M | — | 4.72M | — | IA | Delaware Limited Partnership | 2022-02-08 | ↗ |
| 20 | 3.6% (see Item 4) | 3.22M | 3.60% | 3.22M | — | 3.22M | — | CO | Pennsylvania | 2020-02-13 | ↗ |
| 21 | 52-0556948 | 93.9K | 0.00% | 93.9K | — | 93.9K | — | IA | Maryland | 2022-08-10 | ↗ |
| 22 | Pinnacle Associates, Ltd. | 47.0K | 0.06% | — | 47.0K | — | — | IA, CO | New York | 2018-02-13 | ↗ |
| 23 | 06-16885711 | — | 0.00% | — | — | — | — | IA, OO | Delaware | 2019-02-14 | ↗ |
| 24 | 13G | — | 0.00% | — | — | — | — | CO | Canada | 2017-02-10 | ↗ |
| 25 | Robert G. Moses | — | 0.00% | — | — | — | — | HC, IN | United States | 2019-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
54
-207 vs prev Q
New positions
8
Closed positions
214
Increased
18
Reduced
24
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. | 19.24M -74.8K (-0.4%) | 190.33M -6.3M (-3.2%) | 14.29% -2.534 pp | 0.00% 0.000 pp | USD14.02 -29.5% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 12.02M +148.3K (+1.2%) | 118.91M -2.0M (-1.6%) | 8.93% -1.413 pp | 0.00% 0.000 pp | USD27.81 -64.4% | 84 qtrs — |
| 3 | STATE STREET CORP | 4.47M +80.8K (+1.8%) | 44.22M -474.2K (-1.1%) | 3.32% -0.503 pp | 0.00% 0.000 pp | USD8.53 +15.9% | 51 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 3.49M +24.1K (+0.7%) | 34.47M -764.1K (-2.2%) | 2.59% -0.426 pp | 0.01% 0.000 pp | USD7.41 +33.5% | 51 qtrs — |
| 5 | D. E. SHAW & CO., INC. | 3.40M +304.7K (+9.8%) | 33.63M +2.1M (+6.7%) | 2.52% -0.171 pp | 0.02% +0.001 pp | USD9.97 -0.8% | 51 qtrs — |
| 6 | TRIGRAN INVESTMENTS, INC. | 3.22M +— (+0.0%) | 31.86M -934.2K (-2.8%) | 2.39% -0.413 pp | 6.28% +0.332 pp | USD10.32 -4.2% | 19 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.74M -72.8K (-2.6%) | 27.06M -1.5M (-5.4%) | 2.03% -0.414 pp | 0.00% 0.000 pp | USD8.99 +10.0% | 78 qtrs — |
| 8 | MILLENNIUM MANAGEMENT LLC | 2.47M -197.5K (-7.4%) | 24.38M -2.7M (-10.1%) | 1.83% -0.488 pp | 0.01% -0.001 pp | USD13.23 -25.2% | 34 qtrs — |
| 9 | ALLIANCEBERNSTEIN L.P. | 2.40M -7.3K (-0.3%) | 23.73M -770.3K (-3.1%) | 1.78% -0.314 pp | 0.01% 0.000 pp | USD12.27 -19.4% | 61 qtrs — |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.14M +1.2M (+118.5%) | 21.19M +11.2M (+112.3%) | 1.59% +0.737 pp | 0.01% +0.006 pp | USD9.94 -0.5% | 4 qtrs — |
| 11 | SCOPIA CAPITAL MANAGEMENT LP | 1.90M -657.9K (-25.7%) | 18.84M -7.2M (-27.8%) | 1.41% -0.817 pp | 3.89% +0.612 pp | USD11.61 -14.8% | 28 qtrs — |
| 12 | MARSHALL WACE, LLP | 1.84M -290.5K (-13.6%) | 18.22M -3.5M (-16.1%) | 1.37% -0.489 pp | 0.02% -0.005 pp | USD9.63 +2.7% | 15 qtrs — |
| 13 | MORGAN STANLEY | 1.81M +89.1K (+5.2%) | 17.86M +383.0K (+2.2%) | 1.34% -0.154 pp | 0.00% +0.000 pp | USD11.42 -13.4% | 51 qtrs — |
| 14 | LEEWARD INVESTMENTS, LLC - MA | 1.74M +90.3K (+5.5%) | 17.24M +414.0K (+2.5%) | 1.29% -0.145 pp | 0.87% +0.013 pp | USD9.57 +3.3% | 16 qtrs — |
| 15 | SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC | 1.30M +52.5K (+4.2%) | 12.85M +158.7K (+1.2%) | 0.96% -0.121 pp | 7.42% -0.281 pp | USD11.72 -15.6% | 9 qtrs — |
| 16 | ALYESKA INVESTMENT GROUP, L.P. | 1.21M -805.3K (-40.0%) | 11.95M -8.5M (-41.7%) | 0.90% -0.856 pp | 0.03% -0.028 pp | USD10.15 -2.6% | 9 qtrs — |
| 17 | NUVEEN, LLC | 1.20M -176.9K (-12.8%) | 11.86M -2.1M (-15.3%) | 0.89% -0.308 pp | 0.00% -0.001 pp | USD9.55 +3.6% | 4 qtrs — |
| 18 | NORTHERN TRUST CORP | 1.17M -89.9K (-7.1%) | 11.56M -1.3M (-9.8%) | 0.87% -0.228 pp | 0.00% 0.000 pp | USD8.19 +20.8% | 51 qtrs — |
| 19 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.15M -16.2K (-1.4%) | 11.37M -498.0K (-4.2%) | 0.85% -0.162 pp | 0.27% -0.021 pp | USD8.89 +11.2% | 26 qtrs — |
| 20 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.13M +52.0K (+4.8%) | 11.15M +202.4K (+1.8%) | 0.84% -0.099 pp | 0.01% +0.000 pp | USD10.86 -8.9% | 11 qtrs — |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.04M +21.2K (+2.1%) | 10.26M -85.0K (-0.8%) | 0.77% -0.115 pp | 0.00% 0.000 pp | USD8.13 +21.6% | 100 qtrs — |
| 22 | TORONADO PARTNERS, LLC | 1.01M -195.9K (-16.3%) | 9.98M -2.3M (-18.6%) | 0.75% -0.300 pp | 9.53% +1.402 pp | USD12.14 -18.5% | 11 qtrs — |
| 23 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 849.9K +31.5K (+3.8%) | 8.41M +74.2K (+0.9%) | 0.63% -0.082 pp | 0.01% 0.000 pp | USD9.65 +2.5% | 4 qtrs — |
| 24 | CLEARLINE CAPITAL LP | 795.1K +— (+0.0%) | 7.86M -230.6K (-2.8%) | 0.59% -0.102 pp | 0.39% +0.016 pp | USD10.97 -9.8% | 10 qtrs — |
| 25 | HERALD INVESTMENT MANAGEMENT LTD | 785.0K +— (+0.0%) | 7.76M -235.5K (-2.9%) | 0.58% -0.101 pp | 1.01% -0.051 pp | USD10.18 -2.8% | 2 qtrs — |
| 26 | GOLDMAN SACHS GROUP INC | 764.7K -163.3K (-17.6%) | 7.56M -1.9M (-19.9%) | 0.57% -0.240 pp | 0.00% 0.000 pp | USD12.03 -17.8% | 73 qtrs — |
| 27 | AQR CAPITAL MANAGEMENT LLC | 756.7K +21.1K (+2.9%) | 7.48M -4.4K (-0.1%) | 0.56% -0.079 pp | 0.00% -0.001 pp | USD11.44 -13.5% | 7 qtrs — |
| 28 | WALLEYE CAPITAL LLC | 726.2K +726.2K (+100.0%) | 7.18M +7.2M (+100.0%) | 0.54% +0.539 pp | 0.02% +0.022 pp | USD9.89 +0.0% | 4 qtrs — |
| 29 | STATE OF WISCONSIN INVESTMENT BOARD | 722.0K -38.2K (-5.0%) | 7.14M -598.4K (-7.7%) | 0.54% -0.126 pp | 0.02% -0.002 pp | USD8.75 +13.0% | 27 qtrs — |
| 30 | BANK OF NEW YORK MELLON CORP | 695.0K +17.5K (+2.6%) | 6.87M -23.0K (-0.3%) | 0.52% -0.074 pp | 0.00% 0.000 pp | USD7.35 +34.6% | 66 qtrs — |
| 31 | HILLSDALE INVESTMENT MANAGEMENT INC. | 680.2K -1.1K (-0.2%) | 6.73M -208.5K (-3.0%) | 0.51% -0.088 pp | 0.19% -0.024 pp | USD9.58 +3.2% | 3 qtrs — |
| 32 | AMERIPRISE FINANCIAL INC | 668.9K +52.8K (+8.6%) | 6.62M +343.9K (+5.5%) | 0.50% -0.040 pp | 0.00% +0.000 pp | USD11.51 -14.1% | 56 qtrs — |
| 33 | SILVERBACK ASSET MANAGEMENT LLC | 650.0K -24.6K (-3.6%) | 6.43M -438.9K (-6.4%) | 0.48% -0.105 pp | 0.94% +0.283 pp | USD12.90 -23.3% | 8 qtrs — |
| 34 | AMERICAN CENTURY COMPANIES INC | 587.0K +337.1K (+134.9%) | 5.80M +3.3M (+128.2%) | 0.44% +0.218 pp | 0.00% +0.002 pp | USD9.89 +0.0% | 4 qtrs — |
| 35 | PHILADELPHIA TRUST CO | 581.2K -21.6K (-3.6%) | 5.75M -388.0K (-6.3%) | 0.43% -0.093 pp | 0.40% -0.036 pp | USD12.98 -23.8% | 7 qtrs — |
| 36 | NEEDHAM INVESTMENT MANAGEMENT LLC | 545.0K -55.0K (-9.2%) | 5.39M -718.0K (-11.8%) | 0.40% -0.118 pp | 0.34% -0.086 pp | USD11.65 -15.1% | 10 qtrs — |
| 37 | INVESCO LTD. | 537.3K +22.3K (+4.3%) | 5.31M +70.7K (+1.3%) | 0.40% -0.050 pp | 0.00% +0.000 pp | USD13.20 -25.1% | 57 qtrs — |
| 38 | INTECH INVESTMENT MANAGEMENT LLC | 537.2K +5.2K (+1.0%) | 5.31M -103.0K (-1.9%) | 0.40% -0.064 pp | 0.05% -0.001 pp | USD12.78 -22.6% | 7 qtrs — |
| 39 | PRINCIPAL FINANCIAL GROUP INC | 535.4K -14.1K (-2.6%) | 5.29M -298.3K (-5.3%) | 0.40% -0.081 pp | 0.00% 0.000 pp | USD9.37 +5.5% | 81 qtrs — |
| 40 | LAZARD ASSET MANAGEMENT LLC | 528.2K +31.3K (+6.3%) | 5.22M +165.5K (+3.3%) | 0.39% -0.041 pp | 0.01% +0.002 pp | USD9.90 -0.1% | 5 qtrs — |
| 41 | PACER ADVISORS, INC. | 522.0K -22.8K (-4.2%) | 5.16M -383.5K (-6.9%) | 0.39% -0.087 pp | 0.01% -0.001 pp | USD9.47 +4.4% | 3 qtrs — |
| 42 | ELLSWORTH ADVISORS, LLC | 461.8K -36.6K (-7.3%) | 4.72M -383.9K (-7.5%) | 0.34% -0.091 pp | 0.93% -0.156 pp | USD10.18 -2.8% | 2 qtrs — |
| 43 | RENAISSANCE TECHNOLOGIES LLC | 477.1K +142.3K (+42.5%) | 4.72M +1.3M (+38.5%) | 0.35% +0.063 pp | 0.01% +0.003 pp | USD9.68 +2.2% | 6 qtrs — |
| 44 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 388.4K -55.3K (-12.5%) | 3.84M -675.2K (-14.9%) | 0.29% -0.098 pp | 0.01% -0.004 pp | USD9.74 +1.5% | 58 qtrs — |
| 45 | UBS GROUP AG | 363.8K +16.7K (+4.8%) | 3.60M +64.1K (+1.8%) | 0.27% -0.032 pp | 0.00% +0.000 pp | USD11.73 -15.7% | 45 qtrs — |
| 46 | BANK OF AMERICA CORP /DE/ | 326.7K +111.1K (+51.5%) | 3.23M +1.0M (+47.2%) | 0.24% +0.055 pp | 0.00% +0.000 pp | USD10.29 -3.9% | 52 qtrs — |
| 47 | Y-INTERCEPT (HONG KONG) LTD | 310.8K -9.4K (-2.9%) | 3.07M -185.8K (-5.7%) | 0.23% -0.048 pp | 0.07% -0.010 pp | USD10.29 -3.9% | 6 qtrs — |
| 48 | RHUMBLINE ADVISERS | 308.7K -11.8K (-3.7%) | 3.05M -209.4K (-6.4%) | 0.23% -0.050 pp | 0.00% 0.000 pp | USD7.46 +32.6% | 55 qtrs — |
| 49 | CITADEL ADVISORS LLC | 291.3K +106.9K (+58.0%) | 2.88M +1.0M (+53.5%) | 0.22% +0.056 pp | 0.00% +0.000 pp | USD11.00 -10.1% | 25 qtrs — |
| 50 | TUDOR INVESTMENT CORP ET AL | 289.4K -724.1K (-71.4%) | 2.86M -7.5M (-72.3%) | 0.21% -0.668 pp | 0.01% -0.013 pp | USD12.61 -21.6% | 6 qtrs — |
| 51 | UBS ASSET MANAGEMENT AMERICAS INC | 284.4K -17.9K (-5.9%) | 2.81M -264.6K (-8.6%) | 0.21% -0.052 pp | 0.00% 0.000 pp | USD10.16 -2.7% | 29 qtrs — |
| 52 | LEGAL & GENERAL GROUP PLC | 279.9K -10.4K (-3.6%) | 2.77M -187.4K (-6.3%) | 0.21% -0.045 pp | 0.00% +0.000 pp | USD8.54 +15.8% | 46 qtrs — |
| 53 | TREXQUANT INVESTMENT LP | 269.1K +117.0K (+76.9%) | 2.66M +1.1M (+71.9%) | 0.20% +0.067 pp | 0.02% +0.008 pp | USD10.25 -3.5% | 5 qtrs — |
| 54 | ROYCE & ASSOCIATES LP | 266.2K +383.0 (+0.1%) | 2.63M -73.3K (-2.7%) | 0.20% -0.034 pp | 0.03% 0.000 pp | USD11.70 -15.5% | 59 qtrs — |
| 55 | MARTINGALE ASSET MANAGEMENT L P | 262.1K +262.1K (+100.0%) | 2.59M +2.6M (+100.0%) | 0.19% +0.195 pp | 0.07% +0.066 pp | USD9.89 +0.0% | 1 qtrs NEW |
| 56 | BARCLAYS PLC | 260.8K +58.8K (+29.1%) | 2.58M -363.4K (-12.4%) | 0.19% +0.018 pp | 0.00% 0.000 pp | USD12.03 -17.8% | 51 qtrs — |
| 57 | JACOBS LEVY EQUITY MANAGEMENT, INC | 244.1K +244.1K (+100.0%) | 2.41M +2.4M (+100.0%) | 0.18% +0.181 pp | 0.01% +0.009 pp | USD9.89 +0.0% | 1 qtrs NEW |
| 58 | SWISS NATIONAL BANK | 224.3K +5.1K (+2.3%) | 2.22M -13.1K (-0.6%) | 0.17% -0.024 pp | 0.00% +0.000 pp | USD6.44 +53.6% | 29 qtrs — |
| 59 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 223.7K +223.7K (+100.0%) | 2.21M +2.2M (+100.0%) | 0.17% +0.166 pp | 0.00% +0.004 pp | USD9.89 +0.0% | 1 qtrs NEW |
| 60 | JPMORGAN CHASE & CO | 220.9K +28.1K (+14.5%) | 2.18M +221.5K (+11.3%) | 0.16% -0.004 pp | 0.00% +0.000 pp | USD12.12 -18.4% | 51 qtrs — |
| 61 | FIRST TRUST ADVISORS LP | 216.0K -45.5K (-17.4%) | 2.14M -525.6K (-19.7%) | 0.16% -0.067 pp | 0.00% 0.000 pp | USD10.41 -5.0% | 11 qtrs — |
| 62 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 196.3K +194.6K (+11,479.1%) | 1.94M +1.9M (+11,317.6%) | 0.15% +0.144 pp | 0.00% +0.002 pp | USD9.89 +0.0% | 3 qtrs — |
| 63 | JANE STREET GROUP, LLC | 192.9K +59.2K (+44.2%) | 1.91M +546.5K (+40.1%) | 0.14% +0.027 pp | 0.00% +0.000 pp | USD9.93 -0.4% | 20 qtrs — |
| 64 | VERITION FUND MANAGEMENT LLC | 181.4K +77.3K (+74.3%) | 1.79M +734.5K (+69.3%) | 0.13% +0.044 pp | 0.01% +0.003 pp | USD10.75 -8.0% | 15 qtrs — |
| 65 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 179.5K +17.3K (+10.6%) | 1.78M +123.0K (+7.4%) | 0.13% -0.008 pp | 0.00% +0.000 pp | USD7.20 +37.4% | 51 qtrs — |
| 66 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 176.1K +— (+0.0%) | 1.74M -51.1K (-2.8%) | 0.13% -0.023 pp | 0.00% 0.000 pp | USD9.98 -0.9% | 3 qtrs — |
| 67 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 175.1K -76.9K (-30.5%) | 1.73M -833.6K (-32.5%) | 0.13% -0.089 pp | 0.03% -0.014 pp | USD9.89 +0.0% | 3 qtrs — |
| 68 | TWO SIGMA INVESTMENTS, LP | 170.3K +17.1K (+11.1%) | 1.68M +124.2K (+8.0%) | 0.13% -0.007 pp | 0.00% +0.000 pp | USD9.88 +0.1% | 4 qtrs — |
| 69 | WELLS FARGO & COMPANY/MN | 164.9K +43.5K (+35.9%) | 1.63M +395.3K (+32.0%) | 0.12% +0.017 pp | 0.00% +0.000 pp | USD11.27 -12.2% | 57 qtrs — |
| 70 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 161.7K +45.0K (+38.6%) | 1.60M +411.2K (+34.6%) | 0.12% +0.018 pp | 0.34% +0.006 pp | USD9.67 +2.3% | 4 qtrs — |
| 71 | BOOTHBAY FUND MANAGEMENT, LLC | 155.5K -23.5K (-13.1%) | 1.54M -283.8K (-15.6%) | 0.12% -0.040 pp | 0.02% -0.004 pp | USD10.77 -8.2% | 23 qtrs — |
| 72 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 147.0K -183.0K (-55.4%) | 1.45M -1.9M (-56.7%) | 0.11% -0.178 pp | 0.00% -0.007 pp | USD9.52 +3.9% | 4 qtrs — |
| 73 | VICTORY CAPITAL MANAGEMENT INC | 143.1K +45.2K (+46.2%) | 1.41M +418.4K (+42.0%) | 0.11% +0.021 pp | 0.00% +0.000 pp | USD9.65 +2.5% | 37 qtrs — |
| 74 | WINTON GROUP LTD | 128.7K +6.7K (+5.5%) | 1.27M +31.0K (+2.5%) | 0.10% -0.011 pp | 0.04% -0.003 pp | USD10.25 -3.5% | 11 qtrs — |
| 75 | EXCHANGE TRADED CONCEPTS, LLC | 127.1K +5.6K (+4.6%) | 1.26M +20.5K (+1.7%) | 0.09% -0.011 pp | 0.01% -0.001 pp | USD10.17 -2.8% | 2 qtrs — |
| 76 | VOYA INVESTMENT MANAGEMENT LLC | 124.5K +2.1K (+1.7%) | 1.23M -15.0K (-1.2%) | 0.09% -0.014 pp | 0.00% +0.000 pp | USD11.97 -17.4% | 51 qtrs — |
| 77 | STIFEL FINANCIAL CORP | 120.8K +120.8K (+100.0%) | 1.19M +1.2M (+100.0%) | 0.09% +0.090 pp | 0.00% +0.001 pp | USD9.89 +0.0% | 1 qtrs NEW |
| 78 | MACKENZIE FINANCIAL CORP | 119.3K +105.5K (+764.9%) | 1.18M +1.0M (+743.7%) | 0.09% +0.077 pp | 0.00% +0.001 pp | USD9.86 +0.3% | 4 qtrs — |
| 79 | CITIGROUP INC | 118.6K +77.5K (+188.6%) | 1.17M +754.8K (+180.4%) | 0.09% +0.052 pp | 0.00% +0.000 pp | USD11.08 -10.7% | 108 qtrs — |
| 80 | IEQ CAPITAL, LLC | 117.0K +19.7K (+20.2%) | 1.16M +166.1K (+16.8%) | 0.09% +0.002 pp | 0.00% +0.001 pp | USD10.17 -2.8% | 5 qtrs — |
| 81 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 116.2K -152.7K (-56.8%) | 1.15M -1.6M (-58.0%) | 0.09% -0.148 pp | 0.00% -0.005 pp | USD10.18 -2.8% | 2 qtrs — |
| 82 | LSV ASSET MANAGEMENT | 114.2K +101.5K (+799.2%) | 1.13M +1.0M (+775.2%) | 0.08% +0.074 pp | 0.00% +0.002 pp | USD9.92 -0.3% | 2 qtrs — |
| 83 | RAYMOND JAMES FINANCIAL INC | 109.7K -12.2K (-10.0%) | 1.09M -155.6K (-12.5%) | 0.08% -0.025 pp | 0.00% 0.000 pp | USD13.23 -25.2% | 5 qtrs — |
| 84 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 108.3K +6.1K (+5.9%) | 1.07M +30.4K (+2.9%) | 0.08% -0.009 pp | 0.00% +0.000 pp | USD6.65 +48.7% | 52 qtrs — |
| 85 | PRICE T ROWE ASSOCIATES INC /MD/ | 108.2K +3.5K (+3.4%) | 1.07M +5.0K (+0.5%) | 0.08% -0.011 pp | 0.00% +0.000 pp | USD7.33 +34.9% | 75 qtrs — |
| 86 | VIRGINIA RETIREMENT SYSTEMS ET AL | 107.5K -2.5K (-2.3%) | 1.06M -56.6K (-5.1%) | 0.08% -0.016 pp | 0.01% -0.001 pp | USD9.60 +3.0% | 4 qtrs — |
| 87 | PRUDENTIAL FINANCIAL INC | 107.0K -7.9K (-6.9%) | 1.06M -111.8K (-9.5%) | 0.08% -0.021 pp | 0.00% 0.000 pp | USD9.65 +2.5% | 85 qtrs — |
| 88 | GABELLI FUNDS LLC | 106.5K +19.0K (+21.7%) | 1.05M +162.5K (+18.2%) | 0.08% +0.003 pp | 0.01% +0.001 pp | USD9.88 +0.1% | 5 qtrs — |
| 89 | DEAN INVESTMENT ASSOCIATES, LLC | 103.3K -2.4K (-2.3%) | 1.02M -54.7K (-5.1%) | 0.08% -0.015 pp | 0.15% -0.005 pp | USD12.16 -18.7% | 7 qtrs — |
| 90 | HRT FINANCIAL LP | 97.9K +73.4K (+299.2%) | 968.0K +719.0K (+288.8%) | 0.07% +0.051 pp | 0.00% +0.002 pp | USD9.96 -0.7% | 5 qtrs — |
| 91 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 97.9K +29.9K (+43.9%) | 951.7K +258.9K (+37.4%) | 0.07% +0.013 pp | 0.00% +0.001 pp | USD10.38 -4.7% | 50 qtrs — |
| 92 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 94.6K -24.9K (-20.9%) | 935.0K -264.0K (-22.0%) | 0.07% -0.034 pp | 0.00% 0.000 pp | USD9.73 +1.6% | 47 qtrs — |
| 93 | DEUTSCHE BANK AG\ | 88.7K -12.2K (-12.1%) | 877.0K -150.4K (-14.6%) | 0.07% -0.022 pp | 0.00% 0.000 pp | USD12.50 -20.9% | 50 qtrs — |
| 94 | SUMMIT GLOBAL INVESTMENTS | 86.7K +35.0K (+67.6%) | 858.0K +331.0K (+62.8%) | 0.06% +0.019 pp | 0.05% +0.020 pp | USD10.06 -1.7% | 2 qtrs — |
| 95 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 86.3K +19.8K (+29.9%) | 853.2K +176.9K (+26.2%) | 0.06% +0.006 pp | 0.00% +0.000 pp | USD11.10 -10.9% | 34 qtrs — |
| 96 | GLOBEFLEX CAPITAL L P | 85.0K +85.0K (+100.0%) | 840.4K +840.4K (+100.0%) | 0.06% +0.063 pp | 0.13% +0.129 pp | USD9.89 +0.0% | 1 qtrs NEW |
| 97 | LEGATO CAPITAL MANAGEMENT LLC | 82.1K +27.5K (+50.4%) | 811.8K +256.1K (+46.1%) | 0.06% +0.013 pp | 0.07% +0.009 pp | USD11.40 -13.2% | 8 qtrs — |
| 98 | THRIVENT FINANCIAL FOR LUTHERANS | 77.1K -5.0K (-6.0%) | 763.0K -72.0K (-8.6%) | 0.06% -0.014 pp | 0.00% 0.000 pp | USD6.79 +45.7% | 74 qtrs — |
| 99 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 76.9K -124.0 (-0.2%) | 762.2K -22.1K (-2.8%) | 0.06% -0.010 pp | 0.00% 0.000 pp | USD9.99 -1.0% | 4 qtrs — |
| 100 | TEACHER RETIREMENT SYSTEM OF TEXAS | 76.0K -11.9K (-13.5%) | 751.9K -143.2K (-16.0%) | 0.06% -0.020 pp | 0.00% -0.001 pp | USD11.89 -16.8% | 6 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 137 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Telecom ETF XTL | 1.79% | 11.16M | 0.35% |
| 2 | Invesco S&P SmallCap Information Technology ETF PSCT | 0.65% | 3.43M | 0.29% |
| 3 | First Trust Active Factor Small Cap ETF AFSM | 0.52% | 587.8K | 0.75% |
| 4 | Invesco S&P SmallCap Quality ETF XSHQ | 0.40% | 1.01M | 0.29% |
| 5 | JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE | 0.28% | 1.69M | 0.29% |
| 6 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.26% | 75.1K | 0.60% |
| 7 | Vanguard S&P Small-Cap 600 Value ETF VIOV | 0.20% | 3.75M | 0.10% |
| 8 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.19% | 97.4K | 0.35% |
| 9 | Inspire Small/Mid Cap ETF ISMD | 0.17% | 571.1K | 0.53% |
| 10 | State Street SPDR S&P 600 Small Cap Value ETF SLYV | 0.17% | 8.06M | 0.15% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.78
Neutral
Buys
1
Sells
2
Shares acquired
3.8K
Shares disposed
4.8K
Cash buys
—
Cash sales
—
Net activity
-1,042
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Glahn Ronald J | Officer | M-Exempt | A | Common Stock | 3,750 | 0.00 | — | 36,932 | D | ↗ |
| 2026-03-16 | Whalen Daniel T | Director | A-Award | A | Restricted Stock Units | 18,756 | 0.00 | — | 18,756 | D | ↗ |
| 2026-03-16 | KRALL DAVID | Director | A-Award | A | Restricted Stock Units | 18,756 | 0.00 | — | 18,756 | D | ↗ |
| 2026-03-16 | Jankovic Walter | Officer | A-Award | A | Restricted Stock Units | 133,268 | 0.00 | — | 133,268 | D | ↗ |
| 2026-03-16 | Glahn Ronald J | Officer | A-Award | A | Restricted Stock Units | 49,161 | 0.00 | — | 49,161 | D | ↗ |
| 2026-03-16 | GALLAGHER PATRICK | Director | A-Award | A | Restricted Stock Units | 18,756 | 0.00 | — | 18,756 | D | ↗ |
| 2026-03-16 | Dev Indraneel | Director | A-Award | A | Restricted Stock Units | 18,756 | 0.00 | — | 18,756 | D | ↗ |
| 2026-03-16 | Crandall Dana L | Director | A-Award | A | Restricted Stock Units | 18,756 | 0.00 | — | 18,756 | D | ↗ |
| 2026-03-16 | Copeland Stephanie | Director | A-Award | A | Restricted Stock Units | 18,756 | 0.00 | — | 18,756 | D | ↗ |
| 2026-03-16 | Clifford Deborah | Director | A-Award | A | Restricted Stock Units | 18,756 | 0.00 | — | 18,756 | D | ↗ |
| 2026-03-16 | Chu Timothy C | Officer | A-Award | A | Restricted Stock Units | 59,230 | 0.00 | — | 59,230 | D | ↗ |
| 2026-03-16 | Ben-Natan Nimrod | Director / Officer | A-Award | A | Restricted Stock Units | 281,343 | 0.00 | — | 281,343 | D | ↗ |
| 2026-03-11 | Jankovic Walter | Officer | M-Exempt | A | Common Stock | 1,457 | 0.00 | — | 142,052 | D | ↗ |
| 2026-03-11 | Ben-Natan Nimrod | Director / Officer | M-Exempt | A | Common Stock | 20,032 | 0.00 | — | 655,525 | D | ↗ |
| 2026-03-01 | Haltmayer Neven | Officer | F-InKind | D | Common Stock | 1,451 | 10.63 | 15.4K | 165,690 | D | ↗ |
| 2026-02-22 | Jankovic Walter | Officer | F-InKind | D | Common Stock | 2,338 | 10.90 | 25.5K | 140,595 | D | ↗ |
| 2026-02-15 | Whalen Daniel T | Director | M-Exempt | A | Common Stock | 16,143 | 0.00 | — | 29,983 | D | ↗ |
| 2026-02-15 | KRALL DAVID | Director | M-Exempt | D | Restricted Stock Units | 16,143 | 0.00 | — | 0 | D | ↗ |
| 2026-02-15 | Jankovic Walter | Officer | F-InKind | D | Common Stock | 16,456 | 10.68 | 175.8K | 136,289 | D | ↗ |
| 2026-02-15 | Haltmayer Neven | Officer | M-Exempt | D | Restricted Stock Units | 22,090 | 0.00 | — | 44,180 | D | ↗ |
| 2026-02-15 | Glahn Ronald J | Officer | M-Exempt | A | Common Stock | 16,151 | 0.00 | — | 37,611 | D | ↗ |
| 2026-02-15 | Crandall Dana L | Director | M-Exempt | D | Restricted Stock Units | 16,143 | 0.00 | — | 0 | D | ↗ |
| 2026-02-15 | Copeland Stephanie | Director | M-Exempt | D | Restricted Stock Units | 16,143 | 0.00 | — | 0 | D | ↗ |
| 2026-02-15 | Chu Timothy C | Officer | M-Exempt | D | Restricted Stock Units | 15,293 | 0.00 | — | 30,586 | D | ↗ |
| 2026-02-15 | Ben-Natan Nimrod | Director / Officer | M-Exempt | A | Common Stock | 90,413 | 0.00 | — | 635,493 | D | ↗ |
| 2026-02-04 | Glahn Ronald J | Officer | — | — | Common Stock | 0 | 0.00 | — | 21,460 | D | ↗ |
| 2025-12-15 | Haltmayer Neven | Officer | S-Sale | D | Common Stock | 9,421 | 10.42 | 98.1K | 163,984 | D | ↗ |
| 2025-12-12 | Haltmayer Neven | Officer | S-Sale | D | Common Stock | 6,165 | 10.61 | 65.4K | 173,405 | D | ↗ |
| 2025-12-11 | KRALL DAVID | Director | P-Purchase | A | Common Stock | 47,528 | 10.50 | 499.0K | 223,125 | D | ↗ |
| 2025-12-11 | Jankovic Walter | Officer | M-Exempt | A | Common Stock | 1,457 | 0.00 | — | 108,204 | D | ↗ |
| 2025-12-11 | Ben-Natan Nimrod | Director / Officer | M-Exempt | A | Common Stock | 20,032 | 0.00 | — | 545,080 | D | ↗ |
| 2025-12-01 | Haltmayer Neven | Officer | M-Exempt | A | Common Stock | 2,724 | 0.00 | — | 181,021 | D | ↗ |
| 2025-11-22 | Jankovic Walter | Officer | F-InKind | D | Common Stock | 3,335 | 8.87 | 29.6K | 106,747 | D | ↗ |
| 2025-11-15 | Jankovic Walter | Officer | M-Exempt | D | Restricted Stock Units | 3,218 | 0.00 | — | 12,870 | D | ↗ |
| 2025-11-15 | Haltmayer Neven | Officer | M-Exempt | D | Restricted Stock Units | 5,049 | 0.00 | — | 5,049 | D | ↗ |
| 2025-11-15 | Chu Timothy C | Officer | M-Exempt | A | Common Stock | 11,276 | 0.00 | — | 123,423 | D | ↗ |
| 2025-11-15 | Ben-Natan Nimrod | Director / Officer | M-Exempt | D | Restricted Stock Units | 5,803 | 0.00 | — | 5,804 | D | ↗ |
| 2025-09-11 | Jankovic Walter | Officer | M-Exempt | A | Common Stock | 1,457 | 0.00 | — | 98,546 | D | ↗ |
| 2025-09-11 | Ben-Natan Nimrod | Director / Officer | M-Exempt | A | Common Stock | 20,032 | 0.00 | — | 512,519 | D | ↗ |
| 2025-09-01 | Haltmayer Neven | Officer | M-Exempt | A | Common Stock | 2,724 | 0.00 | — | 174,653 | D | ↗ |
| 2025-08-22 | Jankovic Walter | Officer | M-Exempt | A | Common Stock | 6,644 | 0.00 | — | 100,423 | D | ↗ |
| 2025-08-15 | Jankovic Walter | Officer | M-Exempt | D | Restricted Stock Units | 8,071 | 0.00 | — | 48,426 | D | ↗ |
| 2025-08-15 | Haltmayer Neven | Officer | M-Exempt | D | Restricted Stock Units | 5,049 | 0.00 | — | 10,098 | D | ↗ |
| 2025-08-15 | Chu Timothy C | Officer | M-Exempt | D | Restricted Stock Units | 5,223 | 0.00 | — | 10,446 | D | ↗ |
| 2025-08-15 | Ben-Natan Nimrod | Director / Officer | M-Exempt | D | Restricted Stock Units | 5,803 | 0.00 | — | 11,607 | D | ↗ |
| 2025-08-01 | Whalen Daniel T | Director | P-Purchase | A | Common Stock | 2,000 | 8.25 | 16.5K | 13,840 | D | ↗ |
| 2025-06-11 | Jankovic Walter | Officer | M-Exempt | D | Restricted Stock Units | 5,827 | 0.00 | — | 11,656 | D | ↗ |
| 2025-06-11 | Ben-Natan Nimrod | Director / Officer | M-Exempt | D | Restricted Stock Units | 80,129 | 0.00 | — | 160,256 | D | ↗ |
| 2025-06-01 | Haltmayer Neven | Officer | M-Exempt | A | Common Stock | 10,896 | 0.00 | — | 172,637 | D | ↗ |
| 2025-05-30 | Whalen Daniel T | Director | P-Purchase | A | Common Stock | 2,000 | 8.99 | 18.0K | 11,840 | D | ↗ |
| 2025-05-22 | Jankovic Walter | Officer | M-Exempt | D | Restricted Stock Units | 6,645 | 0.00 | — | 26,578 | D | ↗ |
| 2025-05-15 | Jankovic Walter | Officer | M-Exempt | D | Restricted Stock Units | 3,218 | 0.00 | — | 19,305 | D | ↗ |
| 2025-05-15 | Haltmayer Neven | Officer | M-Exempt | D | Restricted Stock Units | 5,048 | 0.00 | — | 15,147 | D | ↗ |
| 2025-05-15 | Chu Timothy C | Officer | M-Exempt | D | Restricted Stock Units | 5,223 | 0.00 | — | 15,669 | D | ↗ |
| 2025-05-15 | Ben-Natan Nimrod | Director / Officer | M-Exempt | A | Common Stock | 12,528 | 0.00 | — | 399,829 | D | ↗ |
| 2025-02-27 | Haltmayer Neven | Officer | F-InKind | D | Common Stock | 7,738 | 10.24 | 79.2K | 156,336 | D | ↗ |
| 2025-02-25 | Whalen Daniel T | Director | P-Purchase | A | Common Stock | 1,000 | 9.99 | 10.0K | 9,840 | D | ↗ |
| 2025-02-24 | Whalen Daniel T | Director | P-Purchase | A | Common Stock | 1,000 | 10.08 | 10.1K | 8,840 | D | ↗ |
| 2025-02-22 | Jankovic Walter | Officer | A-Award | A | Restricted Stock Units | 101,954 | 0.00 | — | 101,954 | D | ↗ |
| 2025-02-22 | Haltmayer Neven | Officer | A-Award | A | Restricted Stock Units | 66,270 | 0.00 | — | 66,270 | D | ↗ |
| 2025-02-22 | Chu Timothy C | Officer | A-Award | A | Restricted Stock Units | 45,879 | 0.00 | — | 45,879 | D | ↗ |
| 2025-02-22 | Ben-Natan Nimrod | Director / Officer | A-Award | A | Restricted Stock Units | 233,645 | 0.00 | — | 233,645 | D | ↗ |
| 2025-02-20 | Whalen Daniel T | Director | A-Award | A | Restricted Stock Units | 16,143 | 0.00 | — | 16,143 | D | ↗ |
| 2025-02-20 | KRALL DAVID | Director | A-Award | A | Restricted Stock Units | 16,143 | 0.00 | — | 16,143 | D | ↗ |
| 2025-02-20 | GALLAGHER PATRICK | Director | A-Award | A | Restricted Stock Units | 16,143 | 0.00 | — | 16,143 | D | ↗ |
| 2025-02-20 | Dev Indraneel | Director | A-Award | A | Restricted Stock Units | 16,143 | 0.00 | — | 16,143 | D | ↗ |
| 2025-02-20 | Crandall Dana L | Director | A-Award | A | Restricted Stock Units | 16,143 | 0.00 | — | 16,143 | D | ↗ |
| 2025-02-20 | Copeland Stephanie | Director | A-Award | A | Restricted Stock Units | 16,143 | 0.00 | — | 16,143 | D | ↗ |
| 2025-02-20 | Clifford Deborah | Director | A-Award | A | Restricted Stock Units | 16,143 | 0.00 | — | 16,143 | D | ↗ |
| 2025-02-15 | Whalen Daniel T | Director | M-Exempt | D | Restricted Stock Units | 5,840 | 0.00 | — | 0 | D | ↗ |
| 2025-02-15 | KRALL DAVID | Director | M-Exempt | A | Common Stock | 12,107 | 0.00 | — | 175,597 | D | ↗ |
| 2025-02-15 | Jankovic Walter | Officer | M-Exempt | D | Restricted Stock Units | 3,217 | 0.00 | — | 22,523 | D | ↗ |
| 2025-02-15 | Haltmayer Neven | Officer | M-Exempt | D | Restricted Stock Units | 5,049 | 0.00 | — | 20,195 | D | ↗ |
| 2025-02-15 | Crandall Dana L | Director | M-Exempt | A | Common Stock | 8,909 | 0.00 | — | 8,909 | D | ↗ |
| 2025-02-15 | Copeland Stephanie | Director | M-Exempt | A | Common Stock | 8,909 | 0.00 | — | 8,909 | D | ↗ |
| 2025-02-15 | Chu Timothy C | Officer | M-Exempt | D | Restricted Stock Units | 5,223 | 0.00 | — | 20,892 | D | ↗ |
| 2025-02-15 | Ben-Natan Nimrod | Director / Officer | M-Exempt | A | Common Stock | 39,504 | 0.00 | — | 387,301 | D | ↗ |
| 2025-02-13 | KRALL DAVID | Director | P-Purchase | A | Common Stock | 10,000 | 9.78 | 97.8K | 163,490 | D | ↗ |
| 2025-02-13 | Ben-Natan Nimrod | Director / Officer | P-Purchase | A | Common Stock | 200 | 9.64 | 1.9K | 347,797 | D | ↗ |
| 2025-02-12 | Jankovic Walter | Officer | P-Purchase | A | Common Stock | 100 | 9.44 | 943.50 | 46,129 | D | ↗ |
| 2024-12-31 | Reaugh Mitzi | Director | M-Exempt | D | Restricted Stock Units | 12,107 | 0.00 | — | 0 | D | ↗ |
| 2024-11-22 | Jankovic Walter | Officer | M-Exempt | A | Common Stock | 6,645 | 0.00 | — | 36,474 | D | ↗ |
| 2024-11-15 | Jankovic Walter | Officer | M-Exempt | D | Restricted Stock Units | 12,869 | 0.00 | — | 25,740 | D | ↗ |
| 2024-11-15 | Haltmayer Neven | Officer | M-Exempt | D | Restricted Stock Units | 6,398 | 0.00 | — | 6,398 | D | ↗ |
| 2024-11-15 | Chu Timothy C | Officer | M-Exempt | A | Common Stock | 12,021 | 0.00 | — | 78,857 | D | ↗ |
| 2024-11-15 | Ben-Natan Nimrod | Director / Officer | M-Exempt | D | Restricted Stock Units | 6,798 | 0.00 | — | 6,798 | D | ↗ |
| 2024-09-12 | Haltmayer Neven | Officer | A-Award | A | Restricted Stock Units | 32,690 | 0.00 | — | 32,690 | — | ↗ |
| 2024-08-22 | Jankovic Walter | Officer | F-InKind | D | Common Stock | 2,345 | 13.72 | 32.2K | 21,501 | — | ↗ |
| 2024-08-21 | Whalen Daniel T | Director | A-Award | A | Restricted Stock Units | 5,840 | 0.00 | — | 5,840 | — | ↗ |
| 2024-08-19 | Whalen Daniel T | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-08-15 | Haltmayer Neven | Officer | M-Exempt | D | Restricted Stock Units | 6,398 | 0.00 | — | 12,796 | — | ↗ |
| 2024-08-15 | Chu Timothy C | Officer | F-InKind | D | Common Stock | 4,242 | 14.01 | 59.4K | 66,836 | — | ↗ |
| 2024-08-15 | Ben-Natan Nimrod | Director / Officer | M-Exempt | A | Common Stock | 12,601 | 0.00 | — | 327,416 | — | ↗ |
| 2024-07-31 | Haltmayer Neven | Officer | S-Sale | D | Common Stock | 40,000 | 14.41 | 576.5K | 122,211 | — | ↗ |
| 2024-07-31 | Chu Timothy C | Officer | — | D | Common Stock | 0 | 0.00 | — | 59,057 | — | ↗ |
| 2024-07-22 | Dev Indraneel | Director | A-Award | A | Restricted Stock Units | 7,400 | 0.00 | — | 7,400 | — | ↗ |
| 2024-07-19 | Dev Indraneel | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-24 | Crandall Dana L | Director | A-Award | A | Restricted Stock Units | 8,909 | 0.00 | — | 8,909 | — | ↗ |
| 2024-06-24 | Copeland Stephanie | Director | A-Award | A | Restricted Stock Units | 8,909 | 0.00 | — | 8,909 | — | ↗ |
| 2024-06-14 | Jankovic Walter | Officer | A-Award | A | Restricted Stock Units | 17,483 | 0.00 | — | 17,483 | — | ↗ |
| 2024-06-14 | Ben-Natan Nimrod | Director / Officer | A-Award | A | Restricted Stock Units | 240,385 | 0.00 | — | 240,385 | — | ↗ |
| 2024-06-11 | Crandall Dana L | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-11 | Copeland Stephanie | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-22 | Jankovic Walter | Officer | M-Exempt | A | Common Stock | 26,578 | 0.00 | — | 26,578 | — | ↗ |
| 2024-05-15 | Haltmayer Neven | Officer | M-Exempt | D | Restricted Stock Units | 667 | 0.00 | — | 2,667 | — | ↗ |
| 2024-05-15 | HARSHMAN PATRICK | Director / Officer | M-Exempt | A | Common Stock | 26,160 | 0.00 | — | 806,553 | — | ↗ |
| 2024-05-15 | Graham Ian | Officer | M-Exempt | D | Restricted Stock Units | 3,772 | 0.00 | — | 26,405 | — | ↗ |
| 2024-05-15 | Ben-Natan Nimrod | Officer | M-Exempt | D | Restricted Stock Units | 6,798 | 0.00 | — | 20,394 | — | ↗ |
| 2024-05-02 | Graham Ian | Officer | S-Sale | D | Common Stock | 52,730 | 10.95 | 577.4K | 63,616 | — | ↗ |
| 2024-02-16 | SWENSON SUSAN | Director | A-Award | A | Restricted Stock Units | 12,107 | 0.00 | — | 12,107 | — | ↗ |
| 2024-02-16 | Reaugh Mitzi | Director | A-Award | A | Restricted Stock Units | 12,107 | 0.00 | — | 12,107 | — | ↗ |
| 2024-02-16 | Kim Sophia | Director | A-Award | A | Restricted Stock Units | 12,107 | 0.00 | — | 12,107 | — | ↗ |
| 2024-02-16 | KRALL DAVID | Director | A-Award | A | Restricted Stock Units | 12,107 | 0.00 | — | 12,107 | — | ↗ |
| 2024-02-16 | Jankovic Walter | Officer | A-Award | A | Restricted Stock Units | 96,852 | 0.00 | — | 96,852 | — | ↗ |
| 2024-02-16 | Haltmayer Neven | Officer | A-Award | A | Restricted Stock Units | 70,218 | 0.00 | — | 70,218 | — | ↗ |
| 2024-02-16 | HARSHMAN PATRICK | Director / Officer | A-Award | A | Restricted Stock Units | 221,953 | 0.00 | — | 221,953 | — | ↗ |
| 2024-02-16 | Graham Ian | Officer | A-Award | A | Restricted Stock Units | 52,462 | 0.00 | — | 52,462 | — | ↗ |
| 2024-02-16 | GALLAGHER PATRICK | Director | A-Award | A | Restricted Stock Units | 12,107 | 0.00 | — | 12,107 | — | ↗ |
| 2024-02-16 | Clifford Deborah | Director | A-Award | A | Restricted Stock Units | 12,107 | 0.00 | — | 12,107 | — | ↗ |
| 2024-02-16 | Ben-Natan Nimrod | Officer | A-Award | A | Restricted Stock Units | 80,710 | 0.00 | — | 80,710 | — | ↗ |
| 2024-02-15 | SWENSON SUSAN | Director | M-Exempt | A | Common Stock | 10,446 | 0.00 | — | 244,666 | — | ↗ |
| 2024-02-15 | Rosenberg Jeremy | Officer | — | D | Restricted Stock Units | 34,819 | 0.00 | — | 0 | — | ↗ |
| 2024-02-15 | Reaugh Mitzi | Director | M-Exempt | A | Common Stock | 10,446 | 0.00 | — | 280,166 | — | ↗ |
| 2024-02-15 | Kim Sophia | Director | M-Exempt | A | Common Stock | 10,446 | 0.00 | — | 21,572 | — | ↗ |
| 2024-02-15 | KRALL DAVID | Director | M-Exempt | D | Restricted Stock Units | 10,446 | 0.00 | — | 0 | — | ↗ |
| 2024-02-15 | Haltmayer Neven | Officer | M-Exempt | A | Common Stock | 34,710 | 0.00 | — | 225,472 | — | ↗ |
| 2024-02-15 | HARSHMAN PATRICK | Director / Officer | M-Exempt | D | Restricted Stock Units | 16,555 | 0.00 | — | 0 | — | ↗ |
| 2024-02-15 | Graham Ian | Officer | M-Exempt | D | Restricted Stock Units | 6,918 | 0.00 | — | 0 | — | ↗ |
| 2024-02-15 | Ben-Natan Nimrod | Officer | M-Exempt | D | Restricted Stock Units | 9,047 | 0.00 | — | 0 | — | ↗ |
| 2024-02-05 | Ben-Natan Nimrod | Officer | S-Sale | D | Common Stock | 30,000 | 12.95 | 388.6K | 372,214 | — | ↗ |
| 2024-02-02 | Haltmayer Neven | Officer | S-Sale | D | Common Stock | 10,558 | 13.11 | 138.5K | 171,306 | — | ↗ |
| 2024-01-31 | Haltmayer Neven | Officer | S-Sale | D | Common Stock | 24,695 | 11.58 | 285.9K | 181,864 | — | ↗ |
| 2024-01-31 | Graham Ian | Officer | S-Sale | D | Common Stock | 25,861 | 11.65 | 301.2K | 116,346 | — | ↗ |
| 2023-11-15 | Jankovic Walter | Officer | A-Award | A | Restricted Stock Units | 38,609 | 0.00 | — | 38,609 | — | ↗ |
| 2023-11-15 | Haltmayer Neven | Officer | M-Exempt | A | Common Stock | 14,515 | 0.00 | — | 198,404 | — | ↗ |
| 2023-11-15 | HARSHMAN PATRICK | Director / Officer | M-Exempt | D | Restricted Stock Units | 16,555 | 0.00 | — | 16,555 | — | ↗ |
| 2023-11-15 | Graham Ian | Officer | M-Exempt | D | Restricted Stock Units | 5,199 | 0.00 | — | 25,992 | — | ↗ |
| 2023-11-15 | Ben-Natan Nimrod | Officer | M-Exempt | D | Restricted Stock Units | 9,046 | 0.00 | — | 9,047 | — | ↗ |
| 2023-08-15 | Haltmayer Neven | Officer | M-Exempt | D | Restricted Stock Units | 6,398 | 0.00 | — | 38,388 | — | ↗ |
| 2023-08-15 | HARSHMAN PATRICK | Director / Officer | M-Exempt | D | Restricted Stock Units | 16,555 | 0.00 | — | 33,110 | — | ↗ |
| 2023-08-15 | Graham Ian | Officer | M-Exempt | D | Restricted Stock Units | 1,667 | 0.00 | — | 0 | — | ↗ |
| 2023-08-15 | Ben-Natan Nimrod | Officer | M-Exempt | A | Common Stock | 15,845 | 0.00 | — | 347,312 | — | ↗ |
| 2023-05-25 | Jankovic Walter | Officer | A-Award | A | Restricted Stock Units | 79,734 | 0.00 | — | 79,734 | — | ↗ |
| 2023-05-22 | Jankovic Walter | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-15 | Rosenberg Jeremy | Officer | M-Exempt | D | Restricted Stock Units | 2,000 | 0.00 | — | 4,000 | — | ↗ |
| 2023-05-15 | Haltmayer Neven | Officer | M-Exempt | D | Restricted Stock Units | 7,450 | 0.00 | — | 22,350 | — | ↗ |
| 2023-05-15 | HARSHMAN PATRICK | Director / Officer | M-Exempt | D | Restricted Stock Units | 16,555 | 0.00 | — | 49,665 | — | ↗ |
| 2023-05-15 | Graham Ian | Officer | M-Exempt | D | Restricted Stock Units | 6,918 | 0.00 | — | 20,754 | — | ↗ |
| 2023-05-15 | Ben-Natan Nimrod | Officer | M-Exempt | D | Restricted Stock Unit | 6,797 | 0.00 | — | 47,586 | — | ↗ |
| 2023-04-18 | Ben-Natan Nimrod | Officer | M-Exempt | A | Common Stock | 6,964 | 0.00 | — | 315,624 | — | ↗ |
| 2023-03-03 | Rosenberg Jeremy | Officer | — | D | Common Stock | 0 | 0.00 | — | 147,548 | — | ↗ |
| 2023-03-01 | Kalra Sanjay | Officer | M-Exempt | D | Restricted Stock Units | 12,500 | 0.00 | — | 75,000 | — | ↗ |
| 2023-02-24 | HARSHMAN PATRICK | Director / Officer | J-Other | D | Common Stock | 56,108 | 13.18 | 739.5K | 598,147 | — | ↗ |
| 2023-02-17 | Whalen Daniel T | Director | A-Award | A | Restricted Stock Units | 10,446 | 0.00 | — | 10,446 | — | ↗ |
| 2023-02-17 | SWENSON SUSAN | Director | A-Award | A | Restricted Stock Units | 10,446 | 0.00 | — | 10,446 | — | ↗ |
| 2023-02-17 | Reaugh Mitzi | Director | A-Award | A | Restricted Stock Units | 10,446 | 0.00 | — | 10,446 | — | ↗ |
| 2023-02-17 | Kim Sophia | Director | A-Award | A | Restricted Stock Units | 10,446 | 0.00 | — | 10,446 | — | ↗ |
| 2023-02-17 | KRALL DAVID | Director | A-Award | A | Restricted Stock Units | 10,446 | 0.00 | — | 10,446 | — | ↗ |
| 2023-02-17 | Haltmayer Neven | Officer | A-Award | A | Restricted Stock Units | 60,585 | 0.00 | — | 60,585 | — | ↗ |
| 2023-02-17 | HARSHMAN PATRICK | Director / Officer | F-InKind | D | Common Stock | 144,389 | 13.57 | 1.96M | 654,255 | — | ↗ |
| 2023-02-17 | Graham Ian | Officer | A-Award | A | Restricted Stock Units | 45,265 | 0.00 | — | 45,265 | — | ↗ |
| 2023-02-17 | GALLAGHER PATRICK | Director | A-Award | A | Restricted Stock Units | 10,446 | 0.00 | — | 10,446 | — | ↗ |
| 2023-02-17 | Clifford Deborah | Director | A-Award | A | Restricted Stock Units | 10,446 | 0.00 | — | 10,446 | — | ↗ |
| 2023-02-17 | Ben-Natan Nimrod | Officer | A-Award | A | Restricted Stock Units | 69,638 | 0.00 | — | 69,638 | — | ↗ |
| 2023-02-15 | Whalen Daniel T | Director | M-Exempt | A | Common Stock | 14,395 | 0.00 | — | 24,518 | — | ↗ |
| 2023-02-15 | SWENSON SUSAN | Director | M-Exempt | A | Common Stock | 14,395 | 0.00 | — | 234,220 | — | ↗ |
| 2023-02-15 | Reaugh Mitzi | Director | M-Exempt | A | Common Stock | 14,395 | 0.00 | — | 269,720 | — | ↗ |
| 2023-02-15 | Kim Sophia | Director | M-Exempt | A | Common Stock | 11,126 | 0.00 | — | 11,126 | — | ↗ |
| 2023-02-15 | Kalra Sanjay | Officer | M-Exempt | A | Common Stock | 42,420 | 0.00 | — | 192,320 | — | ↗ |
| 2023-02-15 | KRALL DAVID | Director | M-Exempt | A | Common Stock | 14,395 | 0.00 | — | 143,044 | — | ↗ |
| 2023-02-15 | Haltmayer Neven | Officer | M-Exempt | A | Common Stock | 40,442 | 0.00 | — | 190,889 | — | ↗ |
| 2023-02-15 | HARSHMAN PATRICK | Director / Officer | M-Exempt | D | Restricted Stock Units | 54,735 | 0.00 | — | 109,469 | — | ↗ |
| 2023-02-15 | Graham Ian | Officer | F-InKind | D | Common Stock | 18,269 | 14.03 | 256.3K | 111,829 | — | ↗ |
| 2023-02-15 | Ben-Natan Nimrod | Officer | M-Exempt | D | Restricted Stock Units | 7,400 | 0.00 | — | 0 | — | ↗ |
| 2022-12-14 | HARSHMAN PATRICK | Officer | M-Exempt | A | Common Stock | 24,041 | 3.14 | 75.5K | 498,821 | — | ↗ |
| 2022-12-13 | HARSHMAN PATRICK | Officer | M-Exempt | A | Common Stock | 109,292 | 3.14 | 343.2K | 543,870 | — | ↗ |
| 2022-12-01 | Kalra Sanjay | Officer | M-Exempt | A | Common Stock | 12,499 | 0.00 | — | 156,480 | — | ↗ |
| 2022-11-30 | Ben-Natan Nimrod | Officer | S-Sale | D | Common Stock | 20,000 | 14.91 | 298.2K | 295,023 | — | ↗ |
| 2022-11-18 | Haltmayer Neven | Officer | S-Sale | D | Common Stock | 24,947 | 14.80 | 369.2K | 150,447 | — | ↗ |
| 2022-11-16 | HARSHMAN PATRICK | Officer | S-Sale | D | Common Stock | 6,040 | 13.41 | 81.0K | 434,578 | — | ↗ |
| 2022-11-15 | Kalra Sanjay | Officer | M-Exempt | D | Restricted Stock Units | 9,180 | 0.00 | — | 45,897 | — | ↗ |
| 2022-11-15 | Haltmayer Neven | Officer | F-InKind | D | Common Stock | 7,818 | 13.66 | 106.8K | 175,394 | — | ↗ |
| 2022-11-15 | HARSHMAN PATRICK | Officer | M-Exempt | D | Restricted Stock Units | 15,236 | 0.00 | — | 15,236 | — | ↗ |
| 2022-11-15 | Graham Ian | Officer | M-Exempt | D | Restricted Stock Units | 4,092 | 0.00 | — | 4,092 | — | ↗ |
| 2022-11-15 | Ben-Natan Nimrod | Officer | M-Exempt | D | Restricted Stock Units | 7,400 | 0.00 | — | 7,400 | — | ↗ |
| 2022-11-04 | Haltmayer Neven | Officer | S-Sale | D | Common Stock | 25,053 | 13.92 | 348.6K | 168,362 | — | ↗ |
| 2022-11-03 | Ben-Natan Nimrod | Officer | S-Sale | D | Common Stock | 149,835 | 14.07 | 2.11M | 298,576 | — | ↗ |
| 2022-09-01 | Kalra Sanjay | Officer | M-Exempt | A | Common Stock | 100,001 | 0.00 | — | 196,420 | — | ↗ |
| 2022-08-25 | Kalra Sanjay | Officer | S-Sale | D | Common Stock | 53,585 | 11.36 | 608.6K | 96,419 | — | ↗ |
| 2022-08-15 | Kalra Sanjay | Officer | M-Exempt | D | Restricted Stock Units | 9,179 | 0.00 | — | 55,077 | — | ↗ |
| 2022-08-15 | Haltmayer Neven | Officer | M-Exempt | D | Restricted Stock Units | 7,450 | 0.00 | — | 44,700 | — | ↗ |
| 2022-08-15 | HARSHMAN PATRICK | Officer | M-Exempt | D | Restricted Stock | 16,555 | 0.00 | — | 99,330 | — | ↗ |
| 2022-08-15 | Graham Ian | Officer | M-Exempt | D | Restricted Stock Units | 1,667 | 0.00 | — | 6,667 | — | ↗ |
| 2022-08-15 | Ben-Natan Nimrod | Officer | M-Exempt | D | Restricted Stock Units | 9,046 | 0.00 | — | 54,279 | — | ↗ |
| 2022-08-12 | Theodosopoulos Nikos | Director | M-Exempt | A | Common Stock | 7,054 | 0.00 | — | 189,956 | — | ↗ |
| 2022-08-04 | Graham Ian | Officer | S-Sale | D | Common Stock | 15,000 | 11.30 | 169.5K | 85,358 | — | ↗ |
| 2022-08-03 | HARSHMAN PATRICK | Officer | S-Sale | D | Common Stock | 50,000 | 10.88 | 544.2K | 571,768 | — | ↗ |
| 2022-06-14 | Haltmayer Neven | Officer | A-Award | A | Restricted Stock Units | 8,000 | 0.00 | — | 8,000 | — | ↗ |
| 2022-06-13 | Kim Sophia | Director | A-Award | A | Restricted Stock Units | 11,126 | 0.00 | — | 11,126 | — | ↗ |
| 2022-06-09 | Kim Sophia | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
14.1K
Shares Outstanding
110.24M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2006 | Anthony J. Ley Chairman, Former President Chief Executive Officer | 338.1K | — | — | — | — | — | 1.20M | 0.00% | ↗ |
| 2 | 2006 | Patrick J. Harshman President Chief Executive Officer | 374.6K | — | — | — | — | — | 842.5K | 0.00% | ↗ |
| 3 | 2006 | Robin N. Dickson Chief Financial Officer | 330.0K | — | — | — | — | — | 626.1K | 0.00% | ↗ |
| 4 | 2006 | Israel Levi Former Vice President, Operations Quality | 275.0K | — | — | — | — | — | 542.9K | 0.00% | ↗ |
| 5 | 2006 | Neven Haltmayer Vice President, Research Development | 210.0K | — | — | — | — | — | 322.8K | 0.00% | ↗ |
| 6 | 2006 | Charles Bonasera Vice President, Operations | 32.3K | 27.0K | — | — | — | — | 66.5K | 0.00% | ↗ |
| 7 | 2004 | Anthony J. Ley Chairman of the board of directors, President Chief Executive Officer | 467.3K | 525.4K | — | — | — | — | 992.7K | 0.00% | ↗ |
| 8 | 2004 | Robin N. Dickson Chief Financial Officer | 311.5K | 262.7K | — | — | — | — | 574.2K | 0.00% | ↗ |
| 9 | 2004 | Yaron Simler President, Convergent Systems | 259.6K | 274.0K | — | — | — | — | 533.6K | 0.00% | ↗ |
| 10 | 2004 | Israel Levi Senior Vice President, Operations Quality | 270.0K | 227.7K | — | — | — | — | 497.7K | 0.00% | ↗ |
| 11 | 2004 | Patrick Harshman President, Broadband Access Networks | 259.6K | 158.4K | — | — | — | — | 418.0K | 0.00% | ↗ |
| 12 | 2003 | Anthony J. Ley Chairman of the board of directors, President Chief Executive Officer | 450.0K | 30.9K | — | — | — | — | 480.9K | 0.00% | ↗ |
| 13 | 2003 | Anthony J. Ley Chairman of the board of directors, President Chief Executive Officer | 450.0K | 30.9K | — | — | — | — | 480.9K | 0.00% | ↗ |
| 14 | 2003 | Yaron Simler President, Convergent Systems | 250.0K | 75.0K | — | — | — | — | 325.0K | 0.00% | ↗ |
| 15 | 2003 | Yaron Simler President, Convergent Systems | 250.0K | 75.0K | — | — | — | — | 325.0K | 0.00% | ↗ |
| 16 | 2003 | Robin N. Dickson Chief Financial Officer | 300.0K | 20.6K | — | — | — | — | 320.6K | 0.00% | ↗ |
| 17 | 2003 | Robin N. Dickson Chief Financial Officer | 300.0K | 20.6K | — | — | — | — | 320.6K | 0.00% | ↗ |
| 18 | 2003 | Israel Levi Senior Vice President, Operations Quality | 260.0K | 17.9K | — | — | — | — | 277.9K | 0.00% | ↗ |
| 19 | 2003 | Israel Levi Senior Vice President, Operations Quality | 260.0K | 17.9K | — | — | — | — | 277.9K | 0.00% | ↗ |
| 20 | 2003 | Patrick Harshman President, Broadband Access Networks | 250.0K | — | — | — | — | — | 250.0K | 0.00% | ↗ |
| 21 | 2003 | Patrick Harshman President, Broadband Access Networks | 250.0K | — | — | — | — | — | 250.0K | 0.00% | ↗ |
| 22 | 2002 | Anthony J. Ley Chairman of the Board, President Chief Executive Officer | 450.0K | 22.5K | — | — | — | — | 472.5K | 0.00% | ↗ |
| 23 | 2002 | Anthony J. Ley Chairman of the board of directors, President Chief Executive Officer | 450.0K | 22.5K | — | — | — | — | 472.5K | 0.00% | ↗ |
| 24 | 2002 | Robin N. Dickson Chief Financial Officer | 300.0K | 15.0K | — | — | — | — | 315.0K | 0.00% | ↗ |
| 25 | 2002 | Israel Levi Senior Vice President, Operations Quality | 260.0K | 13.0K | — | — | — | — | 273.0K | 0.00% | ↗ |
| 26 | 2002 | Israel Levi Senior Vice President, Quality Operations | 260.0K | 13.0K | — | — | — | — | 273.0K | 0.00% | ↗ |
| 27 | 2002 | Patrick Harshman President, Broadband Access Networks | 250.0K | 12.5K | — | — | — | — | 262.5K | 0.00% | ↗ |
| 28 | 2002 | Yaron Simler President, Convergent Systems | 247.2K | 12.5K | — | — | — | — | 259.7K | 0.00% | ↗ |
| 29 | 2001 | Robin N. Dickson Chief Financial Officer | 298.3K | 150.0K | — | — | — | — | 448.3K | 0.00% | ↗ |
| 30 | 2001 | Anthony J. Ley Chairman of the Board, President Chief Executive Officer | 448.3K | — | — | — | — | — | 448.3K | 0.00% | ↗ |
| 31 | 2001 | Israel Levi Senior Vice President, Quality Operations | 259.1K | 130.0K | — | — | — | — | 389.1K | 0.00% | ↗ |
| 32 | 2001 | Patrick Harshman President, Broadband Access Networks | 248.6K | 125.0K | — | — | — | — | 373.6K | 0.00% | ↗ |
| 33 | 2001 | Yaron Simler President, Convergent Systems | 222.1K | 105.0K | — | — | — | — | 327.1K | 0.00% | ↗ |
| 34 | 2000 | Anthony J. Ley Chairman of the Board, President Chief Executive Officer | 359.3K | 50.0K | — | — | — | — | 409.3K | 0.00% | ↗ |
| 35 | 2000 | Israel Levi Senior Vice President, Quality Operations | 214.6K | 30.0K | — | — | — | — | 244.6K | 0.00% | ↗ |
| 36 | 2000 | Robin N. Dickson Chief Financial Officer | 209.7K | 30.0K | — | — | — | — | 239.7K | 0.00% | ↗ |
| 37 | 2000 | Yaron Simler President, Convergent Systems | 215.5K | 20.0K | — | — | — | — | 235.5K | 0.00% | ↗ |
| 38 | 2000 | Patrick Harshman President, Broadband Access Networks | 191.7K | 22.0K | — | — | — | — | 213.7K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Nimrod Ben-Natan | President, Chief Executive Officer & Director | 1M | male |
| Neven Haltmayer | Senior VP & GM of Video Business | 1M | male |
| Walter F. Jankovic | Chief Financial Officer | 850.5K | male |
| Timothy C. Chu | General Counsel, Senior Vice President of Human Resources & Corporate Secretary | 679.6K | male |
| Jeremy Rosenberg | Senior Vice President of Business Development | 440.8K | male |
| Noam Adika | Senior Vice President of R&D | — | male |
| Pamela Gillies | Vice President of Marketing | — | female |
| Andrew O'Dell | Senior VP of Products & Customer Experience | — | male |
| Yaniv Ben-Soussan | Senior Vice President of Customer Experience | — | male |
| David Hanover | Investor Relation Officer | — | — |
| Gil Rudge | Senior Vice President of Solutions and Americas Sales | — | male |
| Jeffrey Glahn | Senior Vice President of Global Sales & Broadband | — | male |
ESG Rating
ESG Score History COMMUNICATION EQUIPMENT
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for HLIT
Short-term intention
Target Price Distribution
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