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Ibotta, Inc. (IBTA)
USD31.02
+0.57 (+1.87%)
US NYSE Technology Software - Application
Address
1801 California Street 80202
Denver, CO, US
Denver, CO, US
CEO
Bryan W. Leach
Website
ibotta.com
IPO
2024-04-19
CIK 1538379 ISIN US4510511060
Description
Ibotta, Inc. operates as a technology firm specializing in digital promotions. Its core offering, the Ibotta Performance Network (IPN), enables consumer packaged goods (CPG) brands to distribute digital offers directly to consumers. Through this IPN, the company extends its promotional services to a diverse range of partners, including publishers, retailers, and advertisers. Founded in 2011, this Denver, Colorado-based organization was initially known as Zing Enterprises, Inc. before officially rebranding to Ibotta, Inc. in 2012.
News Sentiment (7d)
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
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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
USD31.02
+0.57 (+1.87%)
Loading historical data…
Volume Profile
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Liquidity & share structure
Average Volume
192.0K
Beta
-0.58
Float Shares
9.51M
Free Float %
33.5%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.24% | -13.89% | +2.60% | +59.84% | -0.03% | +43.95% | -34.26% | -68.31% | -68.31% | -68.31% | -68.31% |
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 (9 ratings, all time)
Buy
Price Targets & DCF
Current price
31.02
Low
40.00
+28.9%
Consensus
42.50
+37.0%
Median
42.50
+37.0%
High
45.00
+45.1%
DCF (Unlevered)
4.73
-84.7%
DCF (Levered)
235.25
+658.4%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
11% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 6 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 1 |
26.00
-16.2%
|
| All Time | 17 |
94.76
+205.5%
|
Quality scores
Altman Z-Score
3.13
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
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
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Software - Application: +13.0%-6.8% Q1'26: -2.5% (vs Q1'25)
-
EPS growth Software - Application: +28.6%-95.3% Q1'26: -2,674.9% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%+5.9% Q1'26: +33.1% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%+0.5% Q1'26: -13.1% (vs Q1'25)
-
ROIC Software - Application: +7.5%+0.8% Q1'26: -39.5% (vs Q1'25)
-
Share dilution Software - Application: +0.0%+12.1% Q1'26: -27.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×2.56× ★ Q1'26: -0.80× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 6 Rev. Ana. 3 EPS Ana. |
Dec 2027 6 Rev. Ana. 4 EPS Ana. |
Dec 2028 5 Rev. Ana. 4 EPS Ana. |
|---|---|---|---|---|---|---|
| Revenue |
320.04M
est: 344.67M (-7.1%)
|
367.25M
est: 372.53M (-1.4%)
|
342.39M
est: 337.58M (+1.4%)
|
344.92M
340.60M – 352.00M
+2.2% YoY
|
375.55M
370.85M – 383.27M
+8.9% YoY
|
423.17M
423.12M – 423.22M
+12.7% YoY
|
| EBITDA |
62.66M
est: 13.12M (+377.5%)
|
32.58M
est: 14.18M (+129.7%)
|
9.98M
est: 12.85M (-22.4%)
|
13.13M
12.97M – 13.40M
+2.2% YoY
|
14.30M
14.12M – 14.59M
+8.9% YoY
|
16.11M
16.11M – 16.11M
+12.7% YoY
|
| EBIT |
56.00M
est: 4.76M (+1,077.7%)
|
24.50M
est: 5.14M (+376.6%)
|
1.66M
est: 4.66M (-64.5%)
|
4.76M
4.70M – 4.86M
+2.2% YoY
|
5.18M
5.12M – 5.29M
+8.9% YoY
|
5.84M
5.84M – 5.84M
+12.7% YoY
|
| Net Income |
38.12M
est: 172.68M (-77.9%)
|
68.74M
est: 7.31M (+840.0%)
|
3.58M
est: 4.08M (-12.5%)
|
-20.59M
-38.59M – -11.78M
-604.0% YoY
|
-9.62M
-27.96M – 4.72M
+53.3% YoY
|
3.22M
-919.8K – 7.36M
+133.5% YoY
|
| SGA |
166.39M
est: 214.14M (-22.3%)
|
221.95M
est: 231.44M (-4.1%)
|
207.18M
est: 209.73M (-1.2%)
|
214.29M
211.60M – 218.69M
+2.2% YoY
|
233.32M
230.40M – 238.11M
+8.9% YoY
|
262.90M
262.87M – 262.94M
+12.7% YoY
|
| EPS |
1.26
est: 5.70 (-77.9%)
|
2.85
est: 0.24 (+1,068.0%)
|
0.13
est: 0.14 (-4.2%)
|
-0.84
-1.28 – -0.39
-716.6% YoY
|
-0.39
-0.93 – 0.16
+53.9% YoY
|
0.12
-0.03 – 0.24
+132.1% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-11 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-08 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-07 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-06 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-21 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-20 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-17 | B- | 2/5 | 3/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | B- | 2/5 | 3/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
79.91M
OE per share TTM
2.96
Owner's Yield
8.94%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
3.6%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
28
Total invested
33.59M
Insider transactions (90d)
0
Beneficial owners (>5%)
12
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 98-0557567 | 6.40M | 5.10% | 6.40M | — | 6.40M | — | IA, HC | Bermuda | 2024-11-07 | ↗ |
| 2 | Bryan Leach | 3.21M | 10.40% | 3.21M | — | 3.21M | 3.21M | IN | United States of America | 2024-11-14 | ↗ |
| 3 | 59-2268067 | 2.02M | 45.90% | — | — | 2.02M | — | IA | FLORIDA, USA | 2024-11-14 | ↗ |
| 4 | FIL Limited | 974.7K | 5.78% | 281.6K | — | 974.7K | — | FI | Bermuda | 2024-11-12 | ↗ |
| 5 | 25-1435979 | 403.2K | 6.50% | 396.7K | — | 336.3K | 66.9K | HC | Pennsylvania | 2024-11-14 | ↗ |
| 6 | 22-1146430 | 395.3K | 6.38% | 392.3K | — | 332.3K | 62.9K | BK | Pennsylvania | 2024-11-14 | ↗ |
| 7 | (1) BlackRock, Inc. | 40.0K | 50.00% | 40.0K | — | 40.0K | — | HC | Delaware | 2024-12-06 | ↗ |
| 8 | PNC Delaware Trust Company 81-0581990 | 4.1K | 0.07% | 4.1K | — | 3.6K | 527.00 | BK | Pennsylvania | 2024-11-14 | ↗ |
| 9 | PNC Investments LLC 42-1604685 | 3.5K | 0.06% | — | — | — | 3.5K | BD | Pennsylvania | 2024-11-14 | ↗ |
| 10 | PNC Ohio Trust Company 81-0991531 | 320.00 | 0.01% | 320.00 | — | 320.00 | — | BK | Pennsylvania | 2024-11-14 | ↗ |
| 11 | Abigail P. Johnson | — | 0.00% | — | — | — | — | IN | United States of America | 2024-11-12 | ↗ |
| 12 | FMR LLC | — | 0.00% | — | — | — | — | HC | Delaware | 2024-11-12 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
28
-95 vs prev Q
New positions
6
Closed positions
99
Increased
14
Reduced
6
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 19.3K +19.3K (+100.0%) | 438.80M +438.8M (+100.0%) | 0.07% +0.066 pp | 0.17% +0.173 pp | USD22.73 +0.0% | 1 qtrs NEW |
| 2 | NANO CAP NEW MILLENNIUM GROWTH FUND L P | 10.0K +10.0K (+100.0%) | 227.30M +227.3M (+100.0%) | 0.03% +0.034 pp | 0.19% +0.194 pp | USD22.73 +0.0% | 1 qtrs NEW |
| 3 | KOCH, INC. | 4.39M +— (+0.0%) | 99.76M -22.5M (-18.4%) | 15.10% -0.315 pp | 13.80% -2.347 pp | USD65.08 -65.1% | 5 qtrs — |
| 4 | D. E. SHAW & CO., INC. | 1.69M +400.0K (+31.0%) | 38.43M +2.5M (+6.9%) | 5.81% +1.283 pp | 0.02% +0.001 pp | USD59.64 -61.9% | 7 qtrs — |
| 5 | VANGUARD GROUP INC | 1.16M -405.9K (-25.8%) | 26.48M -17.3M (-39.5%) | 4.01% -1.509 pp | 0.00% 0.000 pp | USD61.91 -63.3% | 7 qtrs — |
| 6 | BLACKROCK, INC. | 1.05M +16.3K (+1.6%) | 23.91M -4.9M (-17.1%) | 3.62% -0.018 pp | 0.00% 0.000 pp | USD57.63 -60.6% | 6 qtrs — |
| 7 | HSBC HOLDINGS PLC | 994.0K +226.0K (+29.4%) | 22.21M +784.4K (+3.7%) | 3.42% +0.722 pp | 0.01% -0.001 pp | USD27.80 -18.2% | 4 qtrs — |
| 8 | CITIGROUP INC | 644.6K +3.2K (+0.5%) | 14.65M -3.2M (-18.0%) | 2.22% -0.035 pp | 0.01% -0.002 pp | USD35.77 -36.5% | 7 qtrs — |
| 9 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 389.5K -891.8K (-69.6%) | 8.85M -26.8M (-75.2%) | 1.34% -3.159 pp | 0.01% -0.015 pp | USD50.89 -55.3% | 7 qtrs — |
| 10 | DEUTSCHE BANK AG\ | 369.9K +359.5K (+3,449.8%) | 8.41M +8.1M (+2,797.2%) | 1.27% +1.236 pp | 0.00% +0.003 pp | USD23.90 -4.9% | 7 qtrs — |
| 11 | NOTABLE CAPITAL MANAGEMENT, L.L.C. | 367.0K +— (+0.0%) | 8.34M -1.9M (-18.4%) | 1.26% -0.026 pp | 11.38% -1.653 pp | USD42.20 -46.1% | 4 qtrs — |
| 12 | NIKKO ASSET MANAGEMENT AMERICAS, INC. | 341.3K -938.4K (-73.3%) | 7.74M -27.9M (-78.3%) | 1.17% -3.319 pp | 0.09% -0.256 pp | USD50.87 -55.3% | 7 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 327.5K +3.0K (+0.9%) | 7.44M -1.6M (-17.6%) | 1.13% -0.013 pp | 0.00% 0.000 pp | USD55.91 -59.3% | 7 qtrs — |
| 14 | BNP PARIBAS ARBITRAGE, SNC | 325.0K -82.9K (-20.3%) | 7.39M -4.0M (-35.0%) | 1.12% -0.314 pp | 0.00% -0.003 pp | USD39.80 -42.9% | 7 qtrs — |
| 15 | STATE STREET CORP | 305.1K -3.3K (-1.1%) | 6.94M -1.7M (-19.3%) | 1.05% -0.034 pp | 0.00% 0.000 pp | USD65.06 -65.1% | 7 qtrs — |
| 16 | MORGAN STANLEY | 227.1K -99.5K (-30.5%) | 5.16M -3.9M (-43.2%) | 0.78% -0.366 pp | 0.00% 0.000 pp | USD42.41 -46.4% | 7 qtrs — |
| 17 | JANE STREET GROUP, LLC | 224.5K +213.3K (+1,898.3%) | 5.10M +4.8M (+1,530.9%) | 0.77% +0.733 pp | 0.00% +0.001 pp | USD23.42 -2.9% | 3 qtrs — |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 203.3K +55.5K (+37.6%) | 4.62M +505.0K (+12.3%) | 0.70% +0.180 pp | 0.01% +0.002 pp | USD39.74 -42.8% | 7 qtrs — |
| 19 | BANK OF AMERICA CORP /DE/ | 202.9K +146.8K (+261.5%) | 4.61M +3.0M (+195.0%) | 0.70% +0.501 pp | 0.00% +0.000 pp | USD27.79 -18.2% | 7 qtrs — |
| 20 | AMERIPRISE FINANCIAL INC | 194.1K +3.4K (+1.8%) | 4.41M -897.7K (-16.9%) | 0.67% -0.002 pp | 0.00% 0.000 pp | USD52.71 -56.9% | 6 qtrs — |
| 21 | JACOBS LEVY EQUITY MANAGEMENT, INC | 190.0K +133.6K (+237.0%) | 4.32M +2.7M (+175.0%) | 0.65% +0.455 pp | 0.02% +0.010 pp | USD24.25 -6.3% | 2 qtrs — |
| 22 | GOLDMAN SACHS GROUP INC | 175.6K -281.1K (-61.5%) | 3.99M -8.7M (-68.6%) | 0.60% -1.000 pp | 0.00% -0.001 pp | USD32.01 -29.0% | 6 qtrs — |
| 23 | UBS GROUP AG | 148.4K -79.5K (-34.9%) | 3.37M -3.0M (-46.8%) | 0.51% -0.290 pp | 0.00% 0.000 pp | USD58.54 -61.2% | 7 qtrs — |
| 24 | CITADEL ADVISORS LLC | 148.3K -16.3K (-9.9%) | 3.37M -1.2M (-26.5%) | 0.51% -0.068 pp | 0.00% 0.000 pp | USD37.01 -38.6% | 7 qtrs — |
| 25 | NORTHERN TRUST CORP | 141.3K -12.3K (-8.0%) | 3.21M -1.1M (-24.9%) | 0.49% -0.054 pp | 0.00% 0.000 pp | USD51.35 -55.7% | 7 qtrs — |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 119.6K +15.4K (+14.8%) | 2.72M -183.6K (-6.3%) | 0.41% +0.046 pp | 0.00% +0.000 pp | USD51.32 -55.7% | 7 qtrs — |
| 27 | PRIMECAP MANAGEMENT CO/CA/ | 87.6K -62.5K (-41.6%) | 1.99M -2.2M (-52.4%) | 0.30% -0.226 pp | 0.00% -0.002 pp | USD61.71 -63.2% | 7 qtrs — |
| 28 | MILLENNIUM MANAGEMENT LLC | 86.9K +86.9K (+100.0%) | 1.98M +2.0M (+100.0%) | 0.30% +0.299 pp | 0.00% +0.001 pp | USD22.73 +0.0% | 7 qtrs — |
| 29 | XTX TOPCO LTD | 84.3K +84.3K (+100.0%) | 1.92M +1.9M (+100.0%) | 0.29% +0.290 pp | 0.05% +0.050 pp | USD22.73 +0.0% | 7 qtrs — |
| 30 | HRT FINANCIAL LP | 78.1K +78.1K (+100.0%) | 1.77M +1.8M (+100.0%) | 0.27% +0.269 pp | 0.01% +0.006 pp | USD22.73 +0.0% | 3 qtrs — |
| 31 | JPMORGAN CHASE & CO | 74.8K -497.3K (-86.9%) | 1.70M -14.2M (-89.3%) | 0.26% -1.752 pp | 0.00% -0.001 pp | USD41.09 -44.7% | 7 qtrs — |
| 32 | SKOPOS LABS, INC. | 73.4K +73.4K (+100.0%) | 1.65M +1.6M (+100.0%) | 0.25% +0.252 pp | 0.08% +0.076 pp | USD22.73 +0.0% | 4 qtrs — |
| 33 | MARSHALL WACE, LLP | 68.4K -56.8K (-45.4%) | 1.55M -1.9M (-55.4%) | 0.24% -0.204 pp | 0.00% -0.002 pp | USD36.60 -37.9% | 3 qtrs — |
| 34 | BANK OF NEW YORK MELLON CORP | 63.2K +22.9K (+56.7%) | 1.44M +313.6K (+27.9%) | 0.22% +0.076 pp | 0.00% +0.000 pp | USD52.04 -56.3% | 7 qtrs — |
| 35 | SAYBROOK CAPITAL /NC | 60.3K +— (+0.0%) | 1.37M -308.5K (-18.4%) | 0.21% -0.004 pp | 0.34% -0.098 pp | USD65.08 -65.1% | 5 qtrs — |
| 36 | NUVEEN, LLC | 57.2K +2.5K (+4.5%) | 1.30M -223.9K (-14.7%) | 0.20% +0.005 pp | 0.00% 0.000 pp | USD41.22 -44.9% | 4 qtrs — |
| 37 | BALYASNY ASSET MANAGEMENT L.P. | 48.8K +48.8K (+100.0%) | 1.11M +1.1M (+100.0%) | 0.17% +0.168 pp | 0.00% +0.001 pp | USD22.73 +0.0% | 1 qtrs NEW |
| 38 | PRICE T ROWE ASSOCIATES INC /MD/ | 45.0K +1.7K (+4.0%) | 1.02M -183.0K (-15.2%) | 0.15% +0.003 pp | 0.00% +0.000 pp | USD58.28 -61.0% | 7 qtrs — |
| 39 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 44.5K +— (+0.0%) | 1.01M -228.1K (-18.4%) | 0.15% -0.003 pp | 0.01% -0.003 pp | USD27.85 -18.4% | 2 qtrs — |
| 40 | VOLEON CAPITAL MANAGEMENT LP | 38.2K +728.0 (+1.9%) | 869.0K -175.5K (-16.8%) | 0.13% 0.000 pp | 0.02% -0.007 pp | USD27.75 -18.1% | 2 qtrs — |
| 41 | BARCLAYS PLC | 32.0K +19.6K (+157.5%) | 728.0K -38.2K (-5.0%) | 0.11% +0.067 pp | 0.00% +0.000 pp | USD35.49 -36.0% | 7 qtrs — |
| 42 | FORTHRIGHT WEALTH MANAGEMENT, LLC | 30.3K +— (+0.0%) | 688.6K -155.1K (-18.4%) | 0.10% -0.002 pp | 0.20% -0.047 pp | USD64.53 -64.8% | 6 qtrs — |
| 43 | SWISS NATIONAL BANK | 29.9K +2.9K (+10.7%) | 679.6K -72.3K (-9.6%) | 0.10% +0.008 pp | 0.00% +0.000 pp | USD45.94 -50.5% | 6 qtrs — |
| 44 | PENSERRA CAPITAL MANAGEMENT LLC | 28.1K -5.1K (-15.3%) | 639.0K -285.0K (-30.8%) | 0.10% -0.020 pp | 0.01% -0.004 pp | USD27.85 -18.4% | 2 qtrs — |
| 45 | QUANTINNO CAPITAL MANAGEMENT LP | 26.4K +26.4K (+100.0%) | 601.2K +601.2K (+100.0%) | 0.09% +0.091 pp | 0.00% +0.001 pp | USD22.73 +0.0% | 1 qtrs NEW |
| 46 | COUNTERPOINT MUTUAL FUNDS LLC | 25.8K +25.8K (+100.0%) | 587.4K +587.4K (+100.0%) | 0.09% +0.089 pp | 0.04% +0.044 pp | USD22.73 +0.0% | 1 qtrs NEW |
| 47 | FOURTHOUGHT FINANCIAL PARTNERS, LLC | 23.1K +23.1K (+100.0%) | 525.8K +525.8K (+100.0%) | 0.08% +0.080 pp | 0.04% +0.044 pp | USD22.73 +0.0% | 1 qtrs NEW |
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.1K -17.6K (-43.2%) | 525.1K -608.4K (-53.7%) | 0.08% -0.064 pp | 0.00% 0.000 pp | USD54.23 -58.1% | 7 qtrs — |
| 49 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 22.8K -65.9K (-74.3%) | 517.1K -2.0M (-79.1%) | 0.08% -0.233 pp | 0.01% -0.031 pp | USD27.85 -18.4% | 2 qtrs — |
| 50 | FRANKLIN RESOURCES INC | 22.7K +15.5K (+213.5%) | 516.7K +314.8K (+155.8%) | 0.08% +0.053 pp | 0.00% +0.000 pp | USD24.36 -6.7% | 4 qtrs — |
| 51 | STRS OHIO | 21.8K +— (+0.0%) | 495.5K -111.6K (-18.4%) | 0.08% -0.002 pp | 0.00% 0.000 pp | USD33.71 -32.6% | 7 qtrs — |
| 52 | WELLS FARGO & COMPANY/MN | 18.0K +6.7K (+59.0%) | 410.0K +94.1K (+29.8%) | 0.06% +0.022 pp | 0.00% +0.000 pp | USD40.48 -43.8% | 7 qtrs — |
| 53 | UBS ASSET MANAGEMENT AMERICAS INC | 17.8K +855.0 (+5.1%) | 403.9K -67.2K (-14.3%) | 0.06% +0.002 pp | 0.00% +0.000 pp | USD40.06 -43.3% | 6 qtrs — |
| 54 | RHUMBLINE ADVISERS | 16.9K -2.4K (-12.5%) | 383.2K -153.1K (-28.6%) | 0.06% -0.010 pp | 0.00% 0.000 pp | USD65.84 -65.5% | 7 qtrs — |
| 55 | VERITION FUND MANAGEMENT LLC | 16.3K -2.2K (-12.1%) | 370.5K -146.1K (-28.3%) | 0.06% -0.009 pp | 0.00% -0.001 pp | USD40.51 -43.9% | 4 qtrs — |
| 56 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 15.2K +2.3K (+17.9%) | 345.1K -13.6K (-3.8%) | 0.05% +0.007 pp | 0.00% +0.000 pp | USD42.47 -46.5% | 7 qtrs — |
| 57 | RUSSELL INVESTMENTS GROUP, LTD. | 13.5K +2.7K (+24.9%) | 306.4K +5.9K (+2.0%) | 0.05% +0.009 pp | 0.00% +0.000 pp | USD26.92 -15.6% | 6 qtrs — |
| 58 | LEGAL & GENERAL GROUP PLC | 13.4K -45.0 (-0.3%) | 304.9K -69.9K (-18.7%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD57.26 -60.3% | 7 qtrs — |
| 59 | BAKER AVENUE ASSET MANAGEMENT, LP | 12.8K +— (+0.0%) | 289.8K -65.3K (-18.4%) | 0.04% -0.001 pp | 0.01% -0.002 pp | USD61.61 -63.1% | 6 qtrs — |
| 60 | KLP KAPITALFORVALTNING AS | 12.4K +500.0 (+4.2%) | 281.9K -49.6K (-15.0%) | 0.04% +0.001 pp | 0.00% 0.000 pp | USD36.65 -38.0% | 5 qtrs — |
| 61 | ALLIANCEBERNSTEIN L.P. | 12.1K +— (+0.0%) | 273.9K -61.7K (-18.4%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD65.49 -65.3% | 7 qtrs — |
| 62 | INVICTUS PRIVATE WEALTH, LLC | 10.5K -3.6K (-25.6%) | 239.2K -154.9K (-39.3%) | 0.04% -0.014 pp | 0.01% -0.010 pp | USD64.18 -64.6% | 6 qtrs — |
| 63 | WINTON GROUP LTD | 10.4K +10.4K (+100.0%) | 237.3K +237.3K (+100.0%) | 0.04% +0.036 pp | 0.01% +0.008 pp | USD22.73 +0.0% | 1 qtrs NEW |
| 64 | FERMATA ADVISORS, LLC | 10.4K +— (+0.0%) | 236.6K -53.3K (-18.4%) | 0.04% -0.001 pp | 0.06% -0.017 pp | USD36.60 -37.9% | 3 qtrs — |
| 65 | CANADA PENSION PLAN INVESTMENT BOARD | 10.2K +10.2K (+100.0%) | 231.8K +231.8K (+100.0%) | 0.04% +0.035 pp | 0.00% +0.000 pp | USD22.73 +0.0% | 1 qtrs NEW |
| 66 | FOX RUN MANAGEMENT, L.L.C. | 10.0K +10.0K (+100.0%) | 227.5K +227.5K (+100.0%) | 0.03% +0.034 pp | 0.04% +0.035 pp | USD22.73 +0.0% | 3 qtrs — |
| 67 | DIMENSIONAL FUND ADVISORS LP | 9.8K +447.0 (+4.8%) | 223.0K -37.8K (-14.5%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD27.62 -17.7% | 2 qtrs — |
| 68 | ARISTIDES CAPITAL LLC | 9.7K +9.7K (+100.0%) | 220.5K +220.5K (+100.0%) | 0.03% +0.033 pp | 0.04% +0.039 pp | USD22.73 +0.0% | 1 qtrs NEW |
| 69 | METLIFE INVESTMENT MANAGEMENT, LLC | 9.3K +— (+0.0%) | 212.3K -47.8K (-18.4%) | 0.03% -0.001 pp | 0.00% 0.000 pp | USD65.52 -65.3% | 7 qtrs — |
| 70 | INVESCO LTD. | 8.9K +1.6K (+21.6%) | 202.1K -1.5K (-0.7%) | 0.03% +0.005 pp | 0.00% +0.000 pp | USD53.66 -57.6% | 7 qtrs — |
| 71 | NEMES RUSH GROUP LLC | 8.0K +— (+0.0%) | 181.9K -41.0K (-18.4%) | 0.03% -0.001 pp | 0.02% -0.005 pp | USD65.08 -65.1% | 5 qtrs — |
| 72 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 6.8K +— (+0.0%) | 154.6K -34.8K (-18.4%) | 0.02% -0.001 pp | 0.00% 0.000 pp | USD33.75 -32.7% | 4 qtrs — |
| 73 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 6.5K -28.0 (-0.4%) | 146.8K -33.9K (-18.7%) | 0.02% -0.001 pp | 0.00% 0.000 pp | USD62.29 -63.5% | 6 qtrs — |
| 74 | SG AMERICAS SECURITIES, LLC | 6.0K -838.0 (-12.2%) | 137.0K -54.0K (-28.3%) | 0.02% -0.003 pp | 0.00% -0.001 pp | USD27.85 -18.4% | 2 qtrs — |
| 75 | NEW YORK STATE COMMON RETIREMENT FUND | 4.9K +— (+0.0%) | 111.4K -25.1K (-18.4%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD60.86 -62.7% | 7 qtrs — |
| 76 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 4.0K +— (+0.0%) | 89.9K -20.2K (-18.4%) | 0.01% 0.000 pp | 0.00% 0.000 pp | USD56.39 -59.7% | 5 qtrs — |
| 77 | PARALLEL ADVISORS, LLC | 3.9K -1.0 (0.0%) | 87.8K -19.8K (-18.4%) | 0.01% 0.000 pp | 0.00% 0.000 pp | USD64.83 -64.9% | 5 qtrs — |
| 78 | QUEST PARTNERS LLC | 3.7K +3.7K (+100.0%) | 84.6K +84.6K (+100.0%) | 0.01% +0.013 pp | 0.00% +0.005 pp | USD22.73 +0.0% | 1 qtrs NEW |
| 79 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 2.8K +2.1K (+335.8%) | 62.6K +45.0K (+255.7%) | 0.01% +0.007 pp | 0.02% +0.003 pp | USD25.44 -10.7% | 5 qtrs — |
| 80 | FARTHER FINANCE ADVISORS, LLC | 2.4K +2.4K (+47,920.0%) | 54.6K +54.4K (+39,162.6%) | 0.01% +0.008 pp | 0.00% +0.001 pp | USD22.74 0.0% | 2 qtrs — |
| 81 | SIMPLEX TRADING, LLC | 2.1K -195.0 (-8.5%) | 47.9K -16.1K (-25.1%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD34.67 -34.4% | 7 qtrs — |
| 82 | ROYAL BANK OF CANADA | 2.0K -23.1K (-92.2%) | 44.0K -653.0K (-93.7%) | 0.01% -0.081 pp | 0.00% 0.000 pp | USD37.94 -40.1% | 7 qtrs — |
| 83 | ADVISOR GROUP HOLDINGS, INC. | 1.4K -153.0 (-9.8%) | 32.0K -11.7K (-26.8%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD31.31 -27.4% | 6 qtrs — |
| 84 | AMERITAS INVESTMENT PARTNERS, INC. | 1.3K +— (+0.0%) | 30.3K -6.8K (-18.4%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD68.10 -66.6% | 7 qtrs — |
| 85 | CWM, LLC | 1.3K -94.0 (-6.6%) | 30.0K -10.0K (-25.0%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD35.44 -35.9% | 6 qtrs — |
| 86 | GROUP ONE TRADING, L.P. | 1.1K -600.0 (-35.5%) | 24.7K -22.3K (-47.4%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD27.85 -18.4% | 2 qtrs — |
| 87 | ACADIAN ASSET MANAGEMENT LLC | 1.1K -5.8K (-84.3%) | 24.0K -165.0K (-87.3%) | 0.00% -0.020 pp | 0.00% 0.000 pp | USD36.60 -37.9% | 3 qtrs — |
| 88 | PRIVATE WEALTH ASSET MANAGEMENT, LLC | 1.0K +— (+0.0%) | 22.7K -5.1K (-18.4%) | 0.00% 0.000 pp | 0.00% -0.001 pp | USD36.60 -37.9% | 3 qtrs — |
| 89 | FMR LLC | 804.00 +409.0 (+103.5%) | 18.3K +7.3K (+66.1%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD33.04 -31.2% | 7 qtrs — |
| 90 | VERSANT CAPITAL MANAGEMENT, INC | 796.00 +632.0 (+385.4%) | 18.1K +13.5K (+296.2%) | 0.00% +0.002 pp | 0.00% +0.002 pp | USD23.78 -4.4% | 2 qtrs — |
| 91 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 815.00 +— (+0.0%) | 18.0K -4.0K (-18.2%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD27.85 -18.4% | 2 qtrs — |
| 92 | TOWER RESEARCH CAPITAL LLC (TRC) | 786.00 +34.0 (+4.5%) | 17.9K -3.1K (-14.7%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD43.50 -47.7% | 6 qtrs — |
| 93 | ABOUND WEALTH MANAGEMENT | 604.00 +— (+0.0%) | 13.7K -3.1K (-18.4%) | 0.00% +0.000 pp | 0.00% -0.001 pp | USD27.85 -18.4% | 2 qtrs — |
| 94 | FEDERATED HERMES, INC. | 483.00 -281.0 (-36.8%) | 11.0K -10.3K (-48.4%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD32.81 -30.7% | 7 qtrs — |
| 95 | AMALGAMATED BANK | 439.00 -102.0 (-18.9%) | 10.0K -5.0K (-33.3%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD56.59 -59.8% | 7 qtrs — |
| 96 | COVESTOR LTD | 333.00 +333.0 (+100.0%) | 8.0K +8.0K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.004 pp | USD22.73 +0.0% | 3 qtrs — |
| 97 | RONALD BLUE TRUST, INC. | 336.00 +336.0 (+100.0%) | 7.6K +7.6K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD22.73 +0.0% | 1 qtrs NEW |
| 98 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 247.00 +17.0 (+7.4%) | 6.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD32.42 -29.9% | 3 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 85 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.36% | 103.2K | 0.60% |
| 2 | Amplify Digital Payments ETF IPAY | 0.28% | 428.8K | 0.75% |
| 3 | WisdomTree U.S. SmallCap Fund EES | 0.12% | 857.4K | 0.38% |
| 4 | American Century Small Cap Growth Insights ETF ACSG | 0.09% | 23.0K | 0.49% |
| 5 | Xtrackers MSCI USA Swap UCITS ETF 1C XMUD.L | 0.06% | 5.65M | 0.15% |
| 6 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC | 0.04% | 460.3K | 0.20% |
| 7 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.04% | 20.7K | 0.35% |
| 8 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.02% | 2.8K | 0.29% |
| 9 | Nuveen ESG Small-Cap ETF NUSC | 0.02% | 287.4K | 0.31% |
| 10 | Vanguard Russell 2000 Growth ETF VTWG | 0.02% | 351.8K | 0.06% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.89
Neutral
Ratio by volume
3.00
Bullish
Buys
8
Sells
9
Shares acquired
1.37M
Shares disposed
166.1K
Cash buys
1.00
Cash sales
—
Net activity
+1,200,442
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-05 | Daspit Marisa | Officer | S-Sale | D | Class A Common Stock | 2,956 | 24.06 | 71.1K | 127,597 | D | ↗ |
| 2026-03-02 | Leach Bryan | Director / Officer / 10% Owner | C-Conversion | D | Class B Common Stock | 60,000 | 0.00 | — | 2,258,424 | D | ↗ |
| 2026-03-01 | Swanson Luke Roy | Officer | F-InKind | D | Class A Common Stock | 7,684 | 24.97 | 191.9K | 513,424 | D | ↗ |
| 2026-03-01 | Shapiro David T | Officer | F-InKind | D | Class A Common Stock | 6,820 | 24.97 | 170.3K | 234,214 | D | ↗ |
| 2026-03-01 | Riedy Christopher J | Officer | F-InKind | D | Class A Common Stock | 9,134 | 24.97 | 228.1K | 388,373 | D | ↗ |
| 2026-03-01 | Leach Bryan | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 14,820 | 24.97 | 370.1K | 885,122 | D | ↗ |
| 2026-03-01 | El Tabib Amir | Officer | F-InKind | D | Class A Common Stock | 4,394 | 24.97 | 109.7K | 207,573 | D | ↗ |
| 2026-03-01 | Daspit Marisa | Officer | F-InKind | D | Class A Common Stock | 2,727 | 24.97 | 68.1K | 130,553 | D | ↗ |
| 2026-03-01 | Chomko Jared | Officer | F-InKind | D | Class A Common Stock | 556 | 24.97 | 13.9K | 33,549 | D | ↗ |
| 2026-01-26 | Chomko Jared | Officer | A-Award | A | Class A Common Stock | 6,000 | 0.00 | — | 34,105 | D | ↗ |
| 2026-01-08 | Swanson Luke Roy | Officer | A-Award | A | Class A Common Stock | 265,722 | 0.00 | — | 521,108 | D | ↗ |
| 2026-01-08 | Shapiro David T | Officer | A-Award | A | Class A Common Stock | 177,148 | 0.00 | — | 241,034 | D | ↗ |
| 2026-01-08 | Riedy Christopher J | Officer | P-Purchase | A | Class A Common Stock | 276,041 | 0.00 | — | 397,507 | D | ↗ |
| 2026-01-08 | Leach Bryan | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 407,706 | 0.00 | — | 899,942 | D | ↗ |
| 2026-01-08 | El Tabib Amir | Officer | A-Award | A | Class A Common Stock | 88,663 | 0.00 | — | 211,967 | D | ↗ |
| 2026-01-08 | Daspit Marisa | Officer | A-Award | A | Class A Common Stock | 85,297 | 0.00 | — | 133,280 | D | ↗ |
| 2025-12-29 | Chomko Jared | Officer | M-Exempt | A | Class A Common Stock | 2,900 | 10.40 | 30.2K | 28,105 | D | ↗ |
| 2025-12-05 | Daspit Marisa | Officer | S-Sale | D | Class A Common Stock | 10 | 23.54 | 235.40 | 47,983 | D | ↗ |
| 2025-12-01 | Swanson Luke Roy | Officer | F-InKind | D | Class A Common Stock | 4,426 | 23.86 | 105.6K | 255,386 | D | ↗ |
| 2025-12-01 | Shapiro David T | Officer | F-InKind | D | Class A Common Stock | 1,976 | 23.86 | 47.1K | 63,886 | D | ↗ |
| 2025-12-01 | Riedy Christopher J | Officer | F-InKind | D | Class A Common Stock | 3,871 | 23.86 | 92.4K | 121,466 | D | ↗ |
| 2025-12-01 | Leach Bryan | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 7,489 | 23.86 | 178.7K | 492,236 | D | ↗ |
| 2025-12-01 | El Tabib Amir | Officer | F-InKind | D | Class A Common Stock | 1,968 | 23.86 | 47.0K | 123,304 | D | ↗ |
| 2025-12-01 | Daspit Marisa | Officer | F-InKind | D | Class A Common Stock | 4,139 | 23.86 | 98.8K | 47,993 | D | ↗ |
| 2025-12-01 | Chomko Jared | Officer | F-InKind | D | Class A Common Stock | 360 | 23.86 | 8.6K | 25,205 | D | ↗ |
| 2025-11-17 | Shapiro David T | Officer | A-Award | A | Class A Common Stock | 415 | 22.58 | 9.4K | 65,862 | D | ↗ |
| 2025-11-17 | Chomko Jared | Officer | A-Award | A | Class A Common Stock | 38 | 22.58 | 858.04 | 25,565 | D | ↗ |
| 2025-10-06 | Swanson Luke Roy | Officer | M-Exempt | A | Class A Common Stock | 14,167 | 5.35 | 75.8K | 259,812 | D | ↗ |
| 2025-09-29 | Puckett Matthew H | Officer | A-Award | A | Class A Common Stock | 336,826 | 0.00 | — | 336,826 | D | ↗ |
| 2025-09-29 | Chomko Jared | Officer | A-Award | A | Class A Common Stock | 15,000 | 0.00 | — | 25,527 | D | ↗ |
| 2025-09-17 | Sheppard Valarie L | Director | F-InKind | D | Class A Common Stock | 2,412 | 26.92 | 64.9K | 29,643 | D | ↗ |
| 2025-09-05 | Daspit Marisa | Officer | S-Sale | D | Class A Common Stock | 2,956 | 26.94 | 79.6K | 52,132 | D | ↗ |
| 2025-09-01 | Swanson Luke Roy | Officer | F-InKind | D | Class A Common Stock | 4,426 | 26.94 | 119.2K | 245,645 | D | ↗ |
| 2025-09-01 | Shapiro David T | Officer | F-InKind | D | Class A Common Stock | 1,976 | 26.94 | 53.2K | 65,447 | D | ↗ |
| 2025-09-01 | Riedy Christopher J | Officer | F-InKind | D | Class A Common Stock | 2,961 | 26.94 | 79.8K | 125,337 | D | ↗ |
| 2025-09-01 | Leach Bryan | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 7,489 | 26.94 | 201.8K | 499,725 | D | ↗ |
| 2025-09-01 | El Tabib Amir | Officer | F-InKind | D | Class A Common Stock | 1,969 | 26.94 | 53.0K | 125,272 | D | ↗ |
| 2025-09-01 | Donahue Richard I. | Officer | F-InKind | D | Class A Common Stock | 2,406 | 26.94 | 64.8K | 199,971 | D | ↗ |
| 2025-09-01 | Daspit Marisa | Officer | F-InKind | D | Class A Common Stock | 1,194 | 26.94 | 32.2K | 55,088 | D | ↗ |
| 2025-09-01 | Chomko Jared | Officer | F-InKind | D | Class A Common Stock | 91 | 26.94 | 2.5K | 10,527 | D | ↗ |
| 2025-08-25 | Puckett Matthew H | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-08-25 | Donahue Richard I. | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 2,604 | 10.40 | 27.1K | 8,854 | D | ↗ |
| 2025-08-17 | Sheppard Valarie L | Director / Officer | F-InKind | D | Class A Common Stock | 2,412 | 24.11 | 58.2K | 32,055 | D | ↗ |
| 2025-07-17 | Sheppard Valarie L | Director / Officer | F-InKind | D | Class A Common Stock | 1,850 | 36.92 | 68.3K | 34,467 | D | ↗ |
| 2025-06-26 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 1,578,502 | 35.00 | 55.25M | 3,841,308 | D | ↗ |
| 2025-06-25 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 5,000 | 38.43 | 192.1K | 435,241 | I | ↗ |
| 2025-06-24 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 5,000 | 38.34 | 191.7K | 440,241 | I | ↗ |
| 2025-06-23 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 4,843 | 37.67 | 182.4K | 445,398 | I | ↗ |
| 2025-06-20 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 4,100 | 38.35 | 157.2K | 451,141 | I | ↗ |
| 2025-06-18 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 4,100 | 38.27 | 156.9K | 456,141 | I | ↗ |
| 2025-06-17 | Sheppard Valarie L | Director / Officer | F-InKind | D | Class A Common Stock | 1,585 | 41.34 | 65.5K | 36,317 | D | ↗ |
| 2025-06-17 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 400 | 40.12 | 16.0K | 460,241 | I | ↗ |
| 2025-06-16 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 4,711 | 41.48 | 195.4K | 465,530 | I | ↗ |
| 2025-06-13 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 5,000 | 41.96 | 209.8K | 470,241 | I | ↗ |
| 2025-06-12 | Donahue Richard I. | Officer | M-Exempt | A | Class A Common Stock | 11,100 | 10.40 | 115.4K | 285,062 | D | ↗ |
| 2025-06-12 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 655 | 44.66 | 29.3K | 475,241 | I | ↗ |
| 2025-06-11 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 3,737 | 45.58 | 170.3K | 481,504 | I | ↗ |
| 2025-06-10 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 756 | 48.77 | 36.9K | 485,241 | I | ↗ |
| 2025-06-09 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 90 | 49.29 | 4.4K | 490,241 | I | ↗ |
| 2025-06-06 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 1,567 | 48.93 | 76.7K | 498,674 | I | ↗ |
| 2025-06-05 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 4,900 | 48.47 | 237.5K | 500,341 | I | ↗ |
| 2025-06-04 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 6,000 | 50.02 | 300.1K | 505,241 | I | ↗ |
| 2025-06-03 | Daspit Marisa | Officer | S-Sale | D | Class A Common Stock | 1,243 | 49.44 | 61.5K | 56,282 | D | ↗ |
| 2025-06-03 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 882 | 48.84 | 43.1K | 533,756 | I | ↗ |
| 2025-06-02 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 1,278 | 48.25 | 61.7K | 538,360 | I | ↗ |
| 2025-06-01 | Swanson Luke Roy | Officer | F-InKind | D | Class A Common Stock | 3,721 | 49.99 | 186.0K | 250,071 | D | ↗ |
| 2025-06-01 | Shapiro David T | Officer | F-InKind | D | Class A Common Stock | 3,402 | 49.99 | 170.1K | 67,423 | D | ↗ |
| 2025-06-01 | Riedy Christopher J | Officer | F-InKind | D | Class A Common Stock | 2,961 | 49.99 | 148.0K | 128,298 | D | ↗ |
| 2025-06-01 | Leach Bryan | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 7,489 | 49.99 | 374.4K | 507,214 | D | ↗ |
| 2025-06-01 | El Tabib Amir | Officer | F-InKind | D | Class A Common Stock | 1,969 | 49.99 | 98.4K | 127,241 | D | ↗ |
| 2025-06-01 | Donahue Richard I. | Officer | F-InKind | D | Class A Common Stock | 2,406 | 49.99 | 120.3K | 215,085 | D | ↗ |
| 2025-06-01 | Daspit Marisa | Officer | F-InKind | D | Class A Common Stock | 1,194 | 49.99 | 59.7K | 57,525 | D | ↗ |
| 2025-06-01 | Chomko Jared | Officer | F-InKind | D | Class A Common Stock | 107 | 49.99 | 5.3K | 10,618 | D | ↗ |
| 2025-05-30 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 4,816 | 49.78 | 239.7K | 539,822 | I | ↗ |
| 2025-05-29 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 18,543 | 50.13 | 929.6K | 544,638 | I | ↗ |
| 2025-05-28 | Sheppard Valarie L | Director / Officer | A-Award | A | Class A Common Stock | 4,029 | 0.00 | — | 37,902 | D | ↗ |
| 2025-05-28 | SONSINI LARRY W | Director | A-Award | A | Class A Common Stock | 4,029 | 0.00 | — | 98,826 | D | ↗ |
| 2025-05-28 | Lehrman Thomas D | Director | A-Award | A | Class A Common Stock | 4,029 | 0.00 | — | 116,275 | D | ↗ |
| 2025-05-28 | DOSHI AMIT | Director | A-Award | A | Class A Common Stock | 4,029 | 0.00 | — | 48,948 | D | ↗ |
| 2025-05-28 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 3,645 | 49.97 | 182.1K | 564,536 | I | ↗ |
| 2025-05-28 | Baldwin Amanda | Director | A-Award | A | Class A Common Stock | 4,029 | 0.00 | — | 8,574 | D | ↗ |
| 2025-05-28 | Bailey Stephen | Director | A-Award | A | Class A Common Stock | 4,029 | 0.00 | — | 8,574 | D | ↗ |
| 2025-05-19 | Donahue Richard I. | Officer | S-Sale | D | Class A Common Stock | 11 | 56.29 | 619.20 | 217,491 | D | ↗ |
| 2025-05-17 | Sheppard Valarie L | Director / Officer | F-InKind | D | Class A Common Stock | 1,585 | 57.00 | 90.3K | 33,873 | D | ↗ |
| 2025-05-15 | Shapiro David T | Officer | A-Award | A | Class A Common Stock | 44 | 51.20 | 2.3K | 70,825 | D | ↗ |
| 2025-05-15 | El Tabib Amir | Officer | A-Award | A | Class A Common Stock | 372 | 51.20 | 19.0K | 129,210 | D | ↗ |
| 2025-05-15 | Donahue Richard I. | Officer | A-Award | A | Class A Common Stock | 372 | 51.20 | 19.0K | 217,863 | D | ↗ |
| 2025-05-15 | Chomko Jared | Officer | A-Award | A | Class A Common Stock | 338 | 51.20 | 17.3K | 10,725 | D | ↗ |
| 2025-04-22 | Sheppard Valarie L | Director / Officer | F-InKind | D | Class A Common Stock | 436 | 45.61 | 19.9K | 35,458 | D | ↗ |
| 2025-04-17 | Sheppard Valarie L | Director / Officer | F-InKind | D | Class A Common Stock | 1,724 | 45.44 | 78.3K | 35,894 | D | ↗ |
| 2025-04-14 | Donahue Richard I. | Officer | M-Exempt | A | Class A Common Stock | 521 | 10.40 | 5.4K | 217,491 | D | ↗ |
| 2025-03-27 | Sheppard Valarie L | Director / Officer | A-Award | A | Class A Common Stock | 33,073 | 0.00 | — | 37,618 | D | ↗ |
| 2025-03-27 | Chomko Jared | Officer | A-Award | A | Class A Common Stock | 1,411 | 0.00 | — | 10,387 | D | ↗ |
| 2024-07-16 | Walmart Inc. | 10% Owner | — | — | Common Stock Purchase Warrant (right to buy) | 4,121,034 | 70.12 | 288.97M | 0 | D | ↗ |
| 2024-04-25 | Clark Jermoluk Founders Fund I LLC | 10% Owner | S-Sale | D | Class A Common Stock | 11,363 | 88.00 | 999.9K | 556,818 | I | ↗ |
Executive team
Top executives
EBIT / Employee
1.9K
Shares Outstanding
28.37M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | Bryan Leach Founder, Chief Executive Officer, President, and Chairman | 494.4K | 480.7K | 25.28M | 2.43M | — | 18.0K | 28.71M | 96.54% | ↗ |
| 2 | 2024 | Luke Swanson Chief Technology Officer | 446.4K | 434.2K | 5.74M | 494.3K | — | 10.5K | 7.12M | 87.49% | ↗ |
| 3 | 2024 | Chris Jensen Former Chief Revenue Officer | 174.3K | — | 4.99M | — | — | 937.4K | 6.11M | 81.80% | ↗ |
| 4 | 2024 | Sunit Patel Former Chief Financial Officer | 388.1K | 377.4K | 4.52M | — | — | 15.1K | 5.30M | 85.27% | ↗ |
| 5 | 2023 | Bryan Leach Founder, Chief Executive Officer, President, and Chairman | 429.3K | 645.0K | 279.5K | 408.0K | — | 6.9K | 1.77M | 38.87% | ↗ |
| 6 | 2023 | Luke Swanson Chief Technology Officer | 429.3K | 645.0K | 279.5K | 272.0K | — | 11.0K | 1.64M | 33.69% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Bryan W. Leach | Founder, President, Chief Executive Officer & Chairman | 949.1K | male |
| Chris Riedy | Chief Revenue Officer | 854.9K | male |
| Luke Swanson | Chief Technology Officer | 798.3K | male |
| David T. Shapiro | Chief Legal Officer & Corporate Secretary | 650.5K | male |
| Matthew H. Puckett | Chief Financial Officer & Interim Principal Accounting Officer | 641.1K | male |
| Amir El Tabib | Chief Business Development Officer | 484.1K | male |
| Jared Chomko | Vice President of Accounting (Leave of Absence) | — | — |
| David Parisi | Senior Vice President of Client Partnerships | — | male |
| Marisa Daspit | Chief People Officer | — | female |
| Chris Boyd | Senior Vice President of Business Marketing | — | male |
| Shalin Patel | Head of Investor Relations | — | male |
ESG Rating
ESG Score History SOFTWARE - APPLICATION
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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Community Opinion for IBTA
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
