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Hinge Health, Inc. (HNGE)

USD90.00 +1.20 (+1.35%)
US NYSE Healthcare Medical - Healthcare Information Services
Address 455 Market Street 94105
San Francisco, CA, US
CEO Daniel A. Perez
IPO 2025-05-22
CIK 1673743 ISIN US4333131039

Explore sections of this company profile

Description

Established in 2012 and headquartered in San Francisco, California, Hinge Health, Inc. creates specialized healthcare software solutions for musculoskeletal and joint health. Their advanced platform is designed to comprehensively manage a spectrum of needs, including general musculoskeletal care, acute injuries, persistent chronic pain, and post-operative rehabilitation. Furthermore, the company provides essential administrative and operational assistance.

News Sentiment (7d)
71 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD90.00 +1.20 (+1.35%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.11
Float Shares
74.68M
Free Float %
94.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.88% +2.35% +55.94% +39.90% +30.45% +18.88% +47.02% +47.02% +47.02% +47.02% +47.02%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (13 ratings, all time) Buy
Price Targets & DCF
Current price
90.00
Low 45.00 -50.0%
Consensus 65.82 -26.9%
Median 63.00 -30.0%
High 95.00 +5.6%
DCF (Levered) 21.04 -76.6%

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) 94% Bullish
Rating 2026-05 Change
Strong Buy 7 0
Buy 8 -1
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 7
71.00
-21.1%
Last Quarter 9
66.33
-26.3%
Last Year 28
59.54
-33.8%
All Time 28
59.54
-33.8%
Quality scores
Altman Z-Score
2.81
Grey zone
Piotroski F-Score
4 / 9
Average
MOAT Score
4 / 10
Developing
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
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    +50.6% Q1'26: +47.2% (vs Q1'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    -3,360.0% Q1'26: -73.5% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    -92.7% Q1'26: +23.6% (vs Q1'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    -92.9% Q1'26: +17.6% (vs Q1'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    -2,405.5% Q1'26: +10,267.9% (vs Q1'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    +4.7% Q1'26: +5.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    -0.01× Q1'26: 0.05× (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 (1.65) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 90.00
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 2024
actual
Dec 2025
actual
Dec 2026
11 Rev. Ana.
9 EPS Ana.
Dec 2027
12 Rev. Ana.
9 EPS Ana.
Dec 2028
6 Rev. Ana.
1 EPS Ana.
Dec 2029
5 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
390.40M
est: 480.79M (-18.8%)
587.86M
est: 572.36M (+2.7%)
797.14M
749.62M – 822.19M
+39.3% YoY
959.90M
893.44M – 1.07B
+20.4% YoY
1.13B
1.13B – 1.13B
+17.4% YoY
1.37B
1.29B – 1.45B
+21.7% YoY
1.57B
1.47B – 1.66B
+14.2% YoY
EBITDA
-5.31M
est: -206.08M (+97.4%)
-541.24M
est: -245.33M (-120.6%)
-341.67M
-352.41M – -321.30M
-39.3% YoY
-411.43M
-458.54M – -382.95M
-20.4% YoY
-483.08M
-483.08M – -483.08M
-17.4% YoY
-588.07M
-622.56M – -553.05M
-21.7% YoY
-671.65M
-711.04M – -631.66M
-14.2% YoY
EBIT
-11.26M
est: -213.00M (+94.7%)
-546.37M
est: -253.57M (-115.5%)
-353.15M
-364.25M – -332.10M
-39.3% YoY
-425.25M
-473.95M – -395.81M
-20.4% YoY
-499.31M
-499.31M – -499.31M
-17.4% YoY
-607.82M
-643.47M – -571.63M
-21.7% YoY
-694.21M
-734.93M – -652.87M
-14.2% YoY
Net Income
-11.93M
est: -1.59B (+99.2%)
-528.26M
est: 121.51M (-534.8%)
201.40M
177.83M – 224.97M
+65.8% YoY
263.66M
235.64M – 291.69M
+30.9% YoY
326.18M
301.11M – 351.26M
+23.7% YoY
347.21M
320.33M – 373.68M
+6.4% YoY
388.87M
358.77M – 418.52M
+12.0% YoY
SGA
227.54M
est: 387.15M (-41.2%)
646.46M
est: 460.88M (+40.3%)
641.88M
603.62M – 662.06M
+39.3% YoY
772.95M
719.44M – 861.45M
+20.4% YoY
907.55M
907.55M – 907.55M
+17.4% YoY
1.10B
1.04B – 1.17B
+21.7% YoY
1.26B
1.19B – 1.34B
+14.2% YoY
EPS
-0.15
est: -19.47 (+99.2%)
-5.36
est: 1.45 (-469.4%)
2.50
2.18 – 2.75
+72.6% YoY
3.12
2.88 – 3.57
+24.7% YoY
4.00
3.69 – 4.30
+27.9% YoY
4.25
3.92 – 4.57
+6.4% YoY
4.76
4.39 – 5.12
+12.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 Canaccord Genuity Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-08 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-07 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-06 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-05 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-04 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-05-01 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-30 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-29 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-28 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-27 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-24 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-23 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-22 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-21 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-20 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-17 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-16 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-04-15 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
215.77M
OE per share TTM
2.66
Owner's Yield
4.97%
Maintenance CapEx ratio
7.21%
Maint CapEx / Avg PPE
4.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
36
Total invested
204.62M
Insider transactions (90d)
3
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
36
-149 vs prev Q
New positions
16
Closed positions
161
Increased
25
Reduced
7
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 3.70M +3.7M (+100.0%) 172.08B +172.1B (+100.0%) 6.79% +6.788 pp 100.00% +100.000 pp USD46.45 +0.0% 1 qtrs NEW
2 INSIGHT HOLDINGS GROUP, LLC 9.38M -1.7M (-15.0%) 435.48M -105.9M (-19.6%) 17.18% +3.040 pp 32.56% -0.849 pp USD51.75 -10.2% 3 qtrs
3 BIT CAPITAL GMBH 3.32M +1.5M (+79.3%) 154.03M +63.3M (+69.7%) 4.17% +1.799 pp 5.67% +2.560 pp USD48.53 -4.3% 3 qtrs
4 VANGUARD GROUP INC 2.61M +1.4M (+110.5%) 121.03M +60.3M (+99.2%) 4.77% +3.187 pp 0.00% +0.001 pp USD48.73 -4.7% 3 qtrs
5 TIGER GLOBAL MANAGEMENT LLC 1.81M +1.3M (+227.1%) 83.88M +56.8M (+209.6%) 3.31% +2.601 pp 0.28% +0.199 pp USD48.07 -3.4% 3 qtrs
6 JANE STREET GROUP, LLC 1.57M +1.5M (+3,370.8%) 72.78M +70.6M (+3,184.9%) 2.87% +2.813 pp 0.01% +0.011 pp USD46.53 -0.2% 2 qtrs
7 MILLENNIUM MANAGEMENT LLC 1.48M +974.3K (+192.8%) 68.73M +43.9M (+177.1%) 2.71% +2.063 pp 0.03% +0.018 pp USD47.76 -2.7% 3 qtrs
8 BRAIDWELL LP 1.30M +394.1K (+43.3%) 60.60M +15.9M (+35.6%) 2.39% +1.223 pp 1.94% +0.612 pp USD48.29 -3.8% 2 qtrs
9 ARROWMARK COLORADO HOLDINGS LLC 1.27M +789.4K (+163.0%) 59.15M +35.4M (+148.9%) 2.33% +1.713 pp 1.30% +0.860 pp USD48.46 -4.1% 3 qtrs
10 VITRUVIAN PARTNERS LLP 1.25M +— (+0.0%) 58.06M -3.3M (-5.4%) 1.59% -0.017 pp 41.73% -0.823 pp USD51.75 -10.2% 3 qtrs
11 ALYESKA INVESTMENT GROUP, L.P. 1.23M -66.0K (-5.1%) 56.99M -6.5M (-10.2%) 2.25% +0.591 pp 0.16% -0.031 pp USD51.75 -10.2% 3 qtrs
12 MARSHALL WACE, LLP 1.17M +1.2M (+100.0%) 54.47M +54.5M (+100.0%) 2.15% +2.149 pp 0.05% +0.050 pp USD46.45 +0.0% 3 qtrs
13 BAMCO INC /NY/ 999.6K +54.6K (+5.8%) 46.43M +50.7K (+0.1%) 1.83% +0.620 pp 0.13% +0.003 pp USD51.46 -9.7% 3 qtrs
14 BLACKROCK, INC. 824.4K +240.8K (+41.3%) 38.29M +9.7M (+33.7%) 1.51% +0.763 pp 0.00% +0.000 pp USD49.61 -6.4% 3 qtrs
15 ALKEON CAPITAL MANAGEMENT LLC 791.1K +415.1K (+110.4%) 36.75M +18.3M (+99.1%) 1.45% +0.968 pp 0.06% +0.031 pp USD48.97 -5.1% 3 qtrs
16 JPMORGAN CHASE & CO 790.9K +46.9K (+6.3%) 36.74M +219.7K (+0.6%) 1.00% +0.049 pp 0.00% +0.000 pp USD51.44 -9.7% 3 qtrs
17 MORGAN STANLEY 757.8K +553.4K (+270.8%) 35.20M +25.2M (+250.9%) 1.39% +1.127 pp 0.00% +0.002 pp USD47.52 -2.3% 3 qtrs
18 BNP PARIBAS ARBITRAGE, SNC 727.7K +450.6K (+162.7%) 33.80M +20.2M (+148.6%) 1.33% +0.978 pp 0.02% +0.008 pp USD47.45 -2.1% 2 qtrs
19 LORD, ABBETT & CO. LLC 700.3K +51.2K (+7.9%) 32.53M +670.0K (+2.1%) 1.28% +0.451 pp 0.10% +0.005 pp USD50.85 -8.7% 3 qtrs
20 BANK OF AMERICA CORP /DE/ 652.9K +410.2K (+169.0%) 30.33M +18.4M (+154.6%) 1.20% +0.885 pp 0.00% +0.001 pp USD48.35 -3.9% 3 qtrs
21 FRANKLIN RESOURCES INC 635.4K +84.9K (+15.4%) 29.52M +2.5M (+9.2%) 0.80% +0.093 pp 0.01% +0.001 pp USD51.04 -9.0% 3 qtrs
22 GOLDMAN SACHS GROUP INC 591.7K +280.0K (+89.8%) 27.48M +12.2M (+79.7%) 1.08% +0.685 pp 0.00% +0.002 pp USD48.70 -4.6% 3 qtrs
23 VOLORIDGE INVESTMENT MANAGEMENT, LLC 549.9K +549.9K (+100.0%) 25.54M +25.5M (+100.0%) 1.01% +1.008 pp 0.09% +0.090 pp USD46.45 +0.0% 1 qtrs NEW
24 TUDOR INVESTMENT CORP ET AL 517.8K +141.5K (+37.6%) 24.05M +5.6M (+30.2%) 0.95% +0.467 pp 0.04% +0.013 pp USD49.90 -6.9% 3 qtrs
25 WALLEYE CAPITAL LLC 516.6K +410.8K (+388.6%) 23.99M +18.8M (+362.4%) 0.95% +0.811 pp 0.07% +0.054 pp USD47.22 -1.6% 3 qtrs
26 CITADEL ADVISORS LLC 506.1K +437.3K (+635.3%) 23.51M +20.1M (+595.9%) 0.93% +0.839 pp 0.00% +0.003 pp USD47.17 -1.5% 3 qtrs
27 ACADIAN ASSET MANAGEMENT LLC 492.3K +351.3K (+249.2%) 22.84M +15.9M (+230.7%) 0.62% +0.438 pp 0.04% +0.025 pp USD47.20 -1.6% 2 qtrs
28 RENAISSANCE TECHNOLOGIES LLC 474.4K +344.7K (+265.8%) 22.04M +15.7M (+246.2%) 0.87% +0.703 pp 0.03% +0.026 pp USD47.17 -1.5% 2 qtrs
29 LOOMIS SAYLES & CO L P 381.3K +48.9K (+14.7%) 17.71M +1.4M (+8.6%) 0.48% +0.053 pp 0.02% +0.002 pp USD51.07 -9.0% 3 qtrs
30 WELLINGTON MANAGEMENT GROUP LLP 361.1K +361.1K (+100.0%) 16.77M +16.8M (+100.0%) 0.66% +0.662 pp 0.00% +0.003 pp USD46.45 +0.0% 1 qtrs NEW
31 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 357.2K +151.8K (+73.9%) 16.59M +6.5M (+64.6%) 0.65% +0.391 pp 0.01% +0.003 pp USD47.96 -3.1% 2 qtrs
32 UBS GROUP AG 356.7K +224.0K (+168.8%) 16.57M +10.1M (+154.4%) 0.65% +0.484 pp 0.00% +0.002 pp USD47.69 -2.6% 3 qtrs
33 RTW INVESTMENTS, LP 353.5K +353.5K (+100.0%) 16.42M +16.4M (+100.0%) 0.65% +0.648 pp 0.16% +0.165 pp USD46.45 +0.0% 1 qtrs NEW
34 VOLEON CAPITAL MANAGEMENT LP 351.1K +229.0K (+187.6%) 16.31M +10.3M (+172.2%) 0.64% +0.487 pp 0.35% +0.204 pp USD47.36 -1.9% 2 qtrs
35 BURKEHILL GLOBAL MANAGEMENT, LP 350.0K +200.0K (+133.3%) 16.26M +8.9M (+120.8%) 0.64% +0.449 pp 1.07% +0.653 pp USD48.72 -4.7% 3 qtrs
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 282.3K +263.1K (+1,370.3%) 13.11M +12.2M (+1,291.5%) 0.52% +0.493 pp 0.00% +0.001 pp USD46.81 -0.8% 3 qtrs
37 POINT72 ASSET MANAGEMENT, L.P. 278.4K -166.9K (-37.5%) 12.93M -8.9M (-40.8%) 0.51% -0.061 pp 0.01% -0.022 pp USD51.75 -10.2% 3 qtrs
38 ENSIGN PEAK ADVISORS, INC 277.3K -29.2K (-9.5%) 12.88M -2.2M (-14.4%) 0.35% -0.044 pp 0.02% -0.002 pp USD51.75 -10.2% 3 qtrs
39 JUMP FINANCIAL, LLC 254.9K +254.9K (+100.0%) 11.84M +11.8M (+100.0%) 0.47% +0.467 pp 0.15% +0.146 pp USD46.45 +0.0% 1 qtrs NEW
40 SHANNON RIVER FUND MANAGEMENT LLC 233.4K +233.4K (+100.0%) 10.84M +10.8M (+100.0%) 0.43% +0.428 pp 1.70% +1.700 pp USD46.45 +0.0% 1 qtrs NEW
41 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 221.8K +138.8K (+167.2%) 10.30M +6.2M (+152.9%) 0.28% +0.175 pp 0.02% +0.011 pp USD47.43 -2.1% 2 qtrs
42 GILDER GAGNON HOWE & CO LLC 202.2K -3.1K (-1.5%) 9.39M -683.7K (-6.8%) 0.37% +0.107 pp 0.10% -0.004 pp USD51.50 -9.8% 3 qtrs
43 SEVEN GRAND MANAGERS, LLC 200.0K -50.0K (-20.0%) 9.29M -3.0M (-24.3%) 0.25% -0.069 pp 0.71% -0.289 pp USD51.75 -10.2% 3 qtrs
44 TREXQUANT INVESTMENT LP 182.8K +182.8K (+100.0%) 8.49M +8.5M (+100.0%) 0.33% +0.335 pp 0.08% +0.076 pp USD46.45 +0.0% 1 qtrs NEW
45 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 179.9K +179.9K (+100.0%) 8.36M +8.4M (+100.0%) 0.33% +0.330 pp 0.01% +0.014 pp USD46.45 +0.0% 1 qtrs NEW
46 1832 ASSET MANAGEMENT L.P. 178.0K +178.0K (+100.0%) 8.27M +8.3M (+100.0%) 0.33% +0.326 pp 0.01% +0.006 pp USD46.45 +0.0% 1 qtrs NEW
47 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 175.5K +149.8K (+581.7%) 8.15M +6.9M (+545.2%) 0.22% +0.190 pp 0.01% +0.011 pp USD47.12 -1.4% 3 qtrs
48 OSTERWEIS CAPITAL MANAGEMENT INC 172.3K +172.3K (+100.0%) 8.00M +8.0M (+100.0%) 0.32% +0.316 pp 0.34% +0.339 pp USD46.45 +0.0% 3 qtrs
49 BARCLAYS PLC 171.2K +170.1K (+15,958.9%) 7.95M +7.9M (+15,098.5%) 0.31% +0.312 pp 0.00% +0.002 pp USD46.47 0.0% 2 qtrs
50 CANADA PENSION PLAN INVESTMENT BOARD 170.8K +170.8K (+100.0%) 7.93M +7.9M (+100.0%) 0.31% +0.313 pp 0.01% +0.005 pp USD46.45 +0.0% 1 qtrs NEW
51 HOLOCENE ADVISORS, LP 168.5K +529.0 (+0.3%) 7.82M -417.1K (-5.1%) 0.31% +0.093 pp 0.02% -0.002 pp USD51.73 -10.2% 3 qtrs
52 GEODE CAPITAL MANAGEMENT, LLC 160.4K -7.3K (-4.3%) 7.45M -781.2K (-9.5%) 0.29% +0.079 pp 0.00% 0.000 pp USD49.08 -5.4% 2 qtrs
53 VICTORY CAPITAL MANAGEMENT INC 159.3K -55.8K (-25.9%) 7.40M -3.2M (-29.9%) 0.29% +0.016 pp 0.00% -0.002 pp USD51.75 -10.2% 3 qtrs
54 G2 INVESTMENT PARTNERS MANAGEMENT LLC 150.0K -38.5K (-20.4%) 6.97M -2.3M (-24.7%) 0.27% +0.033 pp 1.66% -0.214 pp USD49.29 -5.8% 3 qtrs
55 CITIGROUP INC 142.3K +108.5K (+321.1%) 6.61M +5.0M (+298.5%) 0.26% +0.217 pp 0.00% +0.002 pp USD47.08 -1.3% 3 qtrs
56 ING GROEP NV 141.0K +141.0K (+100.0%) 6.55M +6.5M (+100.0%) 0.18% +0.177 pp 0.04% +0.040 pp USD46.45 +0.0% 1 qtrs NEW
57 APIS CAPITAL ADVISORS, LLC 138.0K +138.0K (+100.0%) 6.41M +6.4M (+100.0%) 0.25% +0.253 pp 1.12% +1.117 pp USD46.45 +0.0% 1 qtrs NEW
58 FORESITE CAPITAL MANAGEMENT VI LLC 135.0K +— (+0.0%) 6.27M -355.1K (-5.4%) 0.25% +0.074 pp 1.90% -0.664 pp USD51.75 -10.2% 3 qtrs
59 MUTUAL ADVISORS, LLC 130.0K +130.0K (+100.0%) 6.04M +6.0M (+100.0%) 0.16% +0.165 pp 0.13% +0.129 pp USD46.45 +0.0% 1 qtrs NEW
60 STATE STREET CORP 126.0K +33.2K (+35.7%) 5.85M +1.3M (+28.4%) 0.23% +0.112 pp 0.00% +0.000 pp USD48.39 -4.0% 2 qtrs
61 OCCUDO QUANTITATIVE STRATEGIES LP 125.9K +125.9K (+100.0%) 5.85M +5.9M (+100.0%) 0.23% +0.231 pp 0.39% +0.392 pp USD46.45 +0.0% 1 qtrs NEW
62 SILVERCREST ASSET MANAGEMENT GROUP LLC 124.6K +26.9K (+27.5%) 5.79M +992.5K (+20.7%) 0.23% +0.103 pp 0.04% +0.008 pp USD50.61 -8.2% 3 qtrs
63 QUANTBOT TECHNOLOGIES LP 124.1K +88.3K (+246.5%) 5.76M +4.0M (+228.0%) 0.16% +0.111 pp 0.19% +0.144 pp USD47.21 -1.6% 2 qtrs
64 NORGES BANK 112.2K +112.2K (+100.0%) 5.21M +5.2M (+100.0%) 0.14% +0.141 pp 0.00% +0.001 pp USD46.45 +0.0% 1 qtrs NEW
65 JACOBS LEVY EQUITY MANAGEMENT, INC 108.3K +93.1K (+614.9%) 5.03M +4.3M (+576.6%) 0.20% +0.179 pp 0.02% +0.017 pp USD46.82 -0.8% 2 qtrs
66 FIL LTD 104.4K +30.0K (+40.3%) 4.85M +1.2M (+32.8%) 0.19% +0.096 pp 0.00% +0.001 pp USD50.23 -7.5% 3 qtrs
67 PRINCIPAL FINANCIAL GROUP INC 103.1K +103.1K (+100.0%) 4.79M +4.8M (+100.0%) 0.13% +0.131 pp 0.00% +0.002 pp USD46.45 +0.0% 1 qtrs NEW
68 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 100.0K +100.0K (+100.0%) 4.65M +4.6M (+100.0%) 0.18% +0.183 pp 0.10% +0.097 pp USD46.45 +0.0% 1 qtrs NEW
69 ALGERT GLOBAL LLC 97.6K +97.6K (+100.0%) 4.53M +4.5M (+100.0%) 0.18% +0.179 pp 0.07% +0.071 pp USD46.45 +0.0% 1 qtrs NEW
70 SCHONFELD STRATEGIC ADVISORS LLC 91.1K +91.1K (+100.0%) 4.23M +4.2M (+100.0%) 0.17% +0.167 pp 0.02% +0.019 pp USD46.45 +0.0% 1 qtrs NEW
71 TWO SIGMA INVESTMENTS, LP 89.4K +61.8K (+224.8%) 4.15M +2.8M (+207.4%) 0.16% +0.129 pp 0.01% +0.004 pp USD47.60 -2.4% 3 qtrs
72 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 88.2K -2.1K (-2.3%) 4.10M -335.0K (-7.6%) 0.16% +0.046 pp 0.00% 0.000 pp USD49.08 -5.4% 2 qtrs
73 QUADRATURE CAPITAL LTD 86.2K +81.8K (+1,875.4%) 4.00M +3.8M (+1,770.3%) 0.16% +0.152 pp 0.04% +0.038 pp USD46.58 -0.3% 2 qtrs
74 PALISADE CAPITAL MANAGEMENT, LP 84.8K +84.8K (+100.0%) 3.94M +3.9M (+100.0%) 0.16% +0.155 pp 0.12% +0.117 pp USD46.45 +0.0% 1 qtrs NEW
75 RAYMOND JAMES FINANCIAL INC 82.3K +464.0 (+0.6%) 3.82M -193.7K (-4.8%) 0.15% +0.046 pp 0.00% 0.000 pp USD51.11 -9.1% 3 qtrs
76 RA CAPITAL MANAGEMENT, L.P. 80.1K +80.1K (+100.0%) 3.72M +3.7M (+100.0%) 0.15% +0.147 pp 0.04% +0.038 pp USD46.45 +0.0% 3 qtrs
77 COUNTERPOINT MUTUAL FUNDS LLC 79.5K +69.3K (+680.4%) 3.69M +3.2M (+638.6%) 0.10% +0.087 pp 0.27% +0.234 pp USD46.79 -0.7% 2 qtrs
78 SEI INVESTMENTS CO 75.8K +51.6K (+213.2%) 3.52M +2.3M (+196.4%) 0.14% +0.108 pp 0.00% +0.002 pp USD47.88 -3.0% 3 qtrs
79 GHISALLO CAPITAL MANAGEMENT LLC 75.0K +— (+0.0%) 3.48M -197.3K (-5.4%) 0.14% +0.041 pp 0.16% +0.035 pp USD51.75 -10.2% 3 qtrs
80 HBK INVESTMENTS L P 70.0K +5.0K (+7.7%) 3.25M +61.3K (+1.9%) 0.13% +0.045 pp 0.03% -0.010 pp USD50.42 -7.9% 3 qtrs
81 LAZARD ASSET MANAGEMENT LLC 63.3K +47.9K (+311.7%) 2.94M +2.2M (+289.7%) 0.12% +0.096 pp 0.01% +0.004 pp USD47.09 -1.4% 2 qtrs
82 CAPITAL FUND MANAGEMENT S.A. 62.6K +41.1K (+190.4%) 2.91M +1.9M (+174.9%) 0.11% +0.087 pp 0.01% +0.005 pp USD47.36 -1.9% 2 qtrs
83 INVESCO LTD. 61.3K -33.6K (-35.4%) 2.85M -1.8M (-38.9%) 0.11% -0.009 pp 0.00% 0.000 pp USD49.08 -5.4% 2 qtrs
84 LISANTI CAPITAL GROWTH, LLC 59.7K -1.2K (-2.0%) 2.77M -215.9K (-7.2%) 0.08% -0.002 pp 0.66% -0.074 pp USD51.70 -10.2% 3 qtrs
85 AQUATIC CAPITAL MANAGEMENT LLC 54.9K +54.9K (+100.0%) 2.55M +2.5M (+100.0%) 0.10% +0.101 pp 0.07% +0.072 pp USD46.45 +0.0% 1 qtrs NEW
86 SANDLER CAPITAL MANAGEMENT 50.2K -2.5K (-4.8%) 2.33M -257.1K (-9.9%) 0.09% +0.024 pp 0.76% +0.003 pp USD51.71 -10.2% 3 qtrs
87 FMR LLC 46.0K +8.0 (+0.0%) 2.14M -120.6K (-5.3%) 0.08% +0.025 pp 0.00% +0.000 pp USD51.75 -10.2% 3 qtrs
88 SCHWARTZ INVESTMENT COUNSEL INC 46.0K +46.0K (+100.0%) 2.14M +2.1M (+100.0%) 0.06% +0.058 pp 0.07% +0.075 pp USD46.45 +0.0% 1 qtrs NEW
89 ROYCE & ASSOCIATES LP 45.0K +45.0K (+100.0%) 2.09M +2.1M (+100.0%) 0.06% +0.057 pp 0.02% +0.021 pp USD46.45 +0.0% 1 qtrs NEW
90 NORTHERN TRUST CORP 44.8K +10.1K (+29.0%) 2.08M +376.8K (+22.1%) 0.08% +0.038 pp 0.00% +0.000 pp USD48.49 -4.2% 2 qtrs
91 AMERIPRISE FINANCIAL INC 43.2K -202.2K (-82.4%) 2.01M -10.0M (-83.3%) 0.08% -0.235 pp 0.00% -0.002 pp USD51.75 -10.2% 3 qtrs
92 ALPINE WOODS CAPITAL INVESTORS, LLC 41.9K +41.9K (+100.0%) 1.95M +1.9M (+100.0%) 0.08% +0.077 pp 0.46% +0.464 pp USD46.45 +0.0% 1 qtrs NEW
93 BULLSEYE ASSET MANAGEMENT LLC 41.8K +41.8K (+100.0%) 1.94M +1.9M (+100.0%) 0.08% +0.077 pp 1.05% +1.046 pp USD46.45 +0.0% 1 qtrs NEW
94 NORTHROCK PARTNERS, LLC 39.2K +39.2K (+100.0%) 1.82M +1.8M (+100.0%) 0.07% +0.072 pp 0.03% +0.031 pp USD46.45 +0.0% 1 qtrs NEW
95 PDT PARTNERS, LLC 37.2K +37.2K (+100.0%) 1.73M +1.7M (+100.0%) 0.07% +0.068 pp 0.11% +0.112 pp USD46.45 +0.0% 1 qtrs NEW
96 QUBE RESEARCH & TECHNOLOGIES LTD 36.4K +36.4K (+100.0%) 1.69M +1.7M (+100.0%) 0.07% +0.067 pp 0.00% +0.002 pp USD46.45 +0.0% 1 qtrs NEW
97 BOOTHBAY FUND MANAGEMENT, LLC 33.6K -5.0K (-13.0%) 1.56M -333.9K (-17.6%) 0.06% +0.012 pp 0.02% -0.004 pp USD50.37 -7.8% 3 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.43
Bearish
Ratio by volume
0.48
Bearish
Buys
3
Sells
7
Shares acquired
83.4K
Shares disposed
172.1K
Cash buys
Cash sales
3.00
Net activity
-88,710
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
2026-05-01 Pursley James Officer F-InKind D Class A Common Stock 831 44.60 37.1K 730,442 D
2026-05-01 Budge James Officer F-InKind D Class A Common Stock 4,614 44.60 205.8K 392,199 D
2026-04-21 Mecklenburg Gabriel M.I. Director C-Conversion D Class B Common Stock 33,333 0.00 1,759,769 D
2026-04-05 Sloat Tyler Director A-Award A Class A Common Stock 68 42.40 2.9K 9,964 D
2026-04-01 Pursley James Officer F-InKind D Class A Common Stock 831 38.56 32.0K 731,273 D
2026-04-01 Mecklenburg Gabriel M.I. Director S-Sale D Class A Common Stock 49,332 38.45 1.90M 668 D
2026-04-01 Budge James Officer F-InKind D Class A Common Stock 4,614 38.56 177.9K 396,813 D
2026-03-23 Pursley James Officer S-Sale D Class A Common Stock 2,256 41.21 93.0K 744,848 D
2026-03-23 Budge James Officer S-Sale D Class A Common Stock 1,988 41.29 82.1K 410,445 D
2026-03-16 Sloat Tyler Director A-Award A Class A Common Stock 9,896 0.00 9,896 D
2026-03-06 Mecklenburg Gabriel M.I. Director S-Sale D Class A Common Stock 82,385 45.02 3.71M 84,281 D
2026-03-01 Pursley James Officer F-InKind D Class A Common Stock 5,127 42.76 219.2K 747,104 D
2026-03-01 Budge James Officer F-InKind D Class A Common Stock 7,699 42.76 329.2K 412,433 D
2026-02-23 Pursley James Officer S-Sale D Class A Common Stock 7,874 38.76 305.2K 759,357 D
2026-02-23 Budge James Officer S-Sale D Class A Common Stock 900 40.43 36.4K 420,132 D
2026-02-18 Robinson Elliott Director / 10% Owner S-Sale D Class A Common Stock 0 0.00 0 I
2026-02-17 Perez Daniel Antonio Director / Officer / 10% Owner C-Conversion D Class B Common Stock 7,260 0.00 508,445 I
2026-02-13 Robinson Elliott Director / 10% Owner S-Sale D Class A Common Stock 0 0.00 0 I
2026-02-12 Perez Daniel Antonio Director / Officer / 10% Owner C-Conversion D Class B Common Stock 166,665 0.00 9,488,845 D
2026-02-01 Pursley James Officer F-InKind D Class A Common Stock 1,429 34.90 49.9K 767,231 D
2026-02-01 Budge James Officer F-InKind D Class A Common Stock 3,036 34.90 106.0K 434,895 D
2026-01-05 Perez Daniel Antonio Director / Officer / 10% Owner C-Conversion A Class A Common Stock 166,665 0.00 166,665 D
2026-01-01 Pursley James Officer F-InKind D Class A Common Stock 1,118 46.45 51.9K 768,660 D
2026-01-01 Budge James Officer F-InKind D Class A Common Stock 3,243 46.45 150.6K 437,931 D
2025-12-22 Pursley James Officer S-Sale D Class A Common Stock 15,000 48.40 726.0K 769,778 D
2025-12-22 Budge James Officer S-Sale D Class A Common Stock 10,491 48.41 507.8K 441,174 D
2025-12-15 Perez Daniel Antonio Director / Officer / 10% Owner C-Conversion D Class B Common Stock 166,670 0.00 14,543,427 D
2025-12-12 Perez Daniel Antonio Director / Officer / 10% Owner G-Gift D Class A Common Stock 11,680 0.00 0 D
2025-12-11 Budge James Officer G-Gift D Class A Common Stock 20,000 0.00 451,665 D
2025-12-10 Perez Daniel Antonio Director / Officer / 10% Owner C-Conversion D Class B Common Stock 11,680 0.00 14,710,097 D
2025-12-05 Robinson Elliott Director / 10% Owner S-Sale D Class A Common Stock 0 0.00 0 I
2025-12-01 Pursley James Officer F-InKind D Class A Common Stock 5,126 48.91 250.7K 784,776 D
2025-12-01 Insight Holdings Group, LLC 10% Owner S-Sale D Class A Common Stock 131,057 47.76 6.26M 0 I
2025-12-01 Budge James Officer F-InKind D Class A Common Stock 8,213 48.91 401.7K 471,665 D
2025-11-28 Robinson Elliott Director / 10% Owner S-Sale D Class A Common Stock 0 0.00 0 I
2025-11-25 Budge James Officer S-Sale D Class A Common Stock 1,611 48.27 77.8K 479,878 D
2025-11-21 Pursley James Officer S-Sale D Class A Common Stock 2,714 44.35 120.4K 802,190 D
2025-11-21 Leslie Kristina M Director S-Sale D Class A Common Stock 1,250 45.68 57.1K 27,750 D
2025-11-20 Budge James Officer S-Sale D Class A Common Stock 781 44.78 35.0K 524,467 D
2025-11-19 Leslie Kristina M Director S-Sale D Class A Common Stock 3,813 43.60 166.3K 29,000 D
2025-11-18 Robinson Elliott Director / 10% Owner S-Sale D Class A Common Stock 0 0.00 0 I
2025-11-18 Pursley James Officer F-InKind D Class A Common Stock 15,977 40.84 652.5K 804,904 D
2025-11-18 Leslie Kristina M Director S-Sale D Class A Common Stock 2,187 40.46 88.5K 32,813 D
2025-11-18 Budge James Officer F-InKind D Class A Common Stock 34,903 40.84 1.43M 525,248 D
2025-11-18 Bessemer Venture Partners X L.P. 10% Owner C-Conversion D Class B Common Stock 4,108,707 0.00 0 I

Executive team

Top executives
EBIT / Employee
-360.9K
Shares Outstanding
78.76M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Daniel Perez Chief Executive Officer and Co-Founder 500.0K 45.31M 7.0K 45.81M 98.89%
2 2025 Jim Pursley President 500.0K 3.17M 24.0K 3.69M 85.81%
3 2025 James Budge Chief Financial Officer 416.7K 3.00M 28.0K 3.45M 87.11%
4 2024 James Budge Chief Financial Officer 333.3K 2.76M 21.8K 3.12M 88.61%
5 2024 Jim Pursley President 375.0K 2.41M 24.4K 2.81M 85.78%
6 2024 Daniel Perez Chief Executive Officer and Co-Founder 500.0K 1.8K 6.9K 508.7K 0.36%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-17 DEFA14A
2026-04-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-04 4
2026-05-04 4
2026-04-27 SC 13G
2026-04-22 4
2026-04-17 DEFA14A
2026-04-17 DEF 14A
2026-04-17 ARS
2026-04-07 4
2026-04-02 4

Executive team

NameTitleCompensationGender
James Pursley President 524.0K male
Daniel A. Perez Co-Founder, Chief Executive Officer & Director 507.0K male
Gabriel Mecklenburg Co-Founder, CTO & Executive Chairman 500.0K male
James W. Budge Chief Financial Officer 444.7K male
Hassan Asghar Chief Information Security Officer male
Jeffrey Krauss Chief Medical Officer
Alexander Annison Chief Operating Officer male
Milana Shapira Chief of Staff to the CEO
Bianca Buck Finance & Head of Investor Relations
David Wood General Counsel male
Erin Wilson Senior Vice President of Sales & Strategy female
ESG Rating
B-
MEDICAL - HEALTHCARE INFORMATION SERVICES
2026
E (Environmental)
50.0 / 63.0
Company / Sector avg.
S (Social)
62.2 / 69.8
Company / Sector avg.
G (Governance)
62.7 / 68.0
Company / Sector avg.
ESG Total
58.3 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits