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Intapp, Inc. (INTA)

USD28.51 +0.77 (+2.76%)
US NASDAQ Technology Software - Application
Address 3101 Park Boulevard 94306
Palo Alto, CA, US
CEO John Hall
Website intapp.com
IPO 2021-06-30
CIK 1565687 ISIN US45827U1097

Explore sections of this company profile

Description

Intapp, Inc., through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, and internationally. It provides DealCloud that manages client relationships, prospective clients, investments, and current engagements, as well as provides customer relationship management, deal management, experience management, and relationship intelligence solutions. The company also offers compliance products that help firms thoroughly evaluate new business, onboard clients quickly, and monitor relationships for risk throughout their business lifecycle; and time solutions provides AI-enabled software solutions that include time capture, enhance billing, and facilitate compliance with client requirements. In addition, it provides collaboration products that offer intelligent client-centric teamwork with Microsoft 365, Teams, and SharePoint; a unified system for managing emails, documents, chats, and tasks; and Assist, an AI-driven transformation that integrates advanced machine learning and natural language processing into Intapp products, such as Intapp DealCloud and Intapp Terms, as well as streamlines critical workflows, enhances decision-making, and delivers measurable results. Further, the company operates technology platforms, such as cloud-based architecture, low-code configurability and personalized UX, applied AI, and industry-specific data architecture. It serves private capital, investment banking, legal, accounting, and consulting firms, and real assets. The company was formerly known as LegalApp Holdings, Inc. and changed its name to Intapp, Inc. in February 2021. Intapp, Inc. was founded in 2000 and is headquartered in Palo Alto, California.

News Sentiment (7d)
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
USD28.51 +0.77 (+2.76%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.48
Float Shares
72.09M
Free Float %
89.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.11% +0.51% +16.94% +1.62% -44.03% -48.01% -57.70% -45.72% -14.93% -14.93% -14.93%
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 (12 ratings, all time) Buy
Price Targets & DCF
Current price
28.51
Low 25.00 -12.3%
Consensus 34.80 +22.1%
Median 35.00 +22.8%
High 46.00 +61.4%
DCF (Levered) 106.46 +273.5%

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

Ratings Trend (MoM) 44% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 -1
Hold 4 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
46.00
+61.4%
Last Quarter 2
40.50
+42.1%
Last Year 14
47.00
+64.9%
All Time 25
46.92
+64.6%
Quality scores
Altman Z-Score
1.83
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
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
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +17.1% Q1'26: +13.1% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +48.9% Q1'26: -442.0% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    +5.1% Q1'26: +42.0% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -5.4% Q1'26: -9.8% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -12.3% Q1'26: -30.4% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +10.1% Q1'26: -1.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    -3.47× Q1'26: -0.24× (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 (0.48) × ERP
WACC = 99% × Ke + 1% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 28.51
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 Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
7 Rev. Ana.
6 EPS Ana.
Jun 2027
7 Rev. Ana.
5 EPS Ana.
Jun 2028
8 Rev. Ana.
5 EPS Ana.
Jun 2029
6 Rev. Ana.
1 EPS Ana.
Revenue
214.63M
est: 200.85M (+6.9%)
272.07M
est: 268.09M (+1.5%)
350.87M
est: 349.48M (+0.4%)
430.52M
est: 427.84M (+0.6%)
504.12M
est: 501.28M (+0.6%)
575.00M
574.77M – 575.24M
+14.7% YoY
656.36M
650.15M – 671.23M
+14.1% YoY
752.46M
752.46M – 752.47M
+14.6% YoY
969.69M
963.82M – 981.80M
+28.9% YoY
EBITDA
-8.32M
est: -20.60M (+59.6%)
-82.71M
est: -27.50M (-200.8%)
-47.70M
est: -35.84M (-33.1%)
-10.71M
est: -43.88M (+75.6%)
-4.65M
est: -51.41M (+91.0%)
-58.97M
-59.00M – -58.95M
-14.7% YoY
-67.32M
-68.84M – -66.68M
-14.1% YoY
-77.17M
-77.17M – -77.17M
-14.6% YoY
-99.45M
-100.70M – -98.85M
-28.9% YoY
EBIT
-21.68M
est: -31.67M (+31.5%)
-99.46M
est: -42.28M (-135.3%)
-67.66M
est: -55.11M (-22.8%)
-32.19M
est: -67.47M (+52.3%)
-27.36M
est: -79.05M (+65.4%)
-90.67M
-90.71M – -90.64M
-14.7% YoY
-103.50M
-105.85M – -102.52M
-14.1% YoY
-118.66M
-118.66M – -118.66M
-14.6% YoY
-152.91M
-154.82M – -151.98M
-28.9% YoY
Net Income
-46.76M
est: -62.20M (+24.8%)
-99.68M
est: -12.31M (-709.7%)
-69.43M
est: 6.82M (-1,118.3%)
-32.02M
est: 33.97M (-194.3%)
-18.22M
est: 71.23M (-125.6%)
97.34M
96.15M – 98.53M
+36.7% YoY
122.69M
118.57M – 126.80M
+26.0% YoY
150.55M
63.02M – 238.08M
+22.7% YoY
224.32M
222.56M – 227.97M
+49.0% YoY
SGA
112.37M
est: 116.63M (-3.7%)
198.03M
est: 155.68M (+27.2%)
213.22M
est: 202.95M (+5.1%)
225.42M
est: 248.45M (-9.3%)
262.57M
est: 291.09M (-9.8%)
333.91M
333.77M – 334.05M
+14.7% YoY
381.15M
377.54M – 389.79M
+14.1% YoY
436.96M
436.96M – 436.96M
+14.6% YoY
563.10M
559.69M – 570.14M
+28.9% YoY
EPS
-1.03
est: -0.79 (-30.3%)
-1.63
est: -0.16 (-942.2%)
-0.45
est: 0.09 (-620.8%)
-0.45
est: 0.43 (-204.3%)
-0.23
est: 0.90 (-125.6%)
1.23
1.22 – 1.25
+36.9% YoY
1.55
1.51 – 1.61
+25.7% YoY
1.95
0.80 – 3.02
+26.0% YoY
2.85
2.83 – 2.90
+46.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-23 UBS Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-08 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-07 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-06 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-05 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-04 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-01 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-30 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-29 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-28 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-27 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-24 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-23 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-22 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-21 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-20 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-17 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5
2026-04-16 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
128.79M
OE per share TTM
1.62
Owner's Yield
6.78%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
8.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
53
Total invested
41.13M
Insider transactions (90d)
0
Beneficial owners (>5%)
9
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Temasek Holdings (Private) Limited 22.13M 37.70% 22.13M 22.13M HC 2021-07-12
2 Anderson Investments Pte. Ltd. 20.21M 34.40% 20.21M 20.21M CO 2021-07-12
3 Tembusu Capital Pte. Ltd. 20.21M 34.40% 20.21M 20.21M HC 2021-07-12
4 Thomson Capital Pte. Ltd. 20.21M 34.40% 20.21M 20.21M HC 2021-07-12
5 GHP IV, LLC 18.18M 30.90% 18.18M 18.18M OO Delaware 2021-07-12
6 Great Hill Equity Partners IV, L.P. 18.18M 30.90% 18.18M 18.18M PN Delaware 2021-07-12
7 Great Hill Partners GP IV, L.P. 18.18M 30.90% 18.18M 18.18M PN Delaware 2021-07-12
8 John Hall 7.38M 11.60% 7.38M 7.38M IN United States 2022-02-14
9 Great Hill Investors, LLC 65.3K 0.10% 65.3K 65.3K OO Massachusetts 2021-07-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
53
-217 vs prev Q
New positions
10
Closed positions
218
Increased
32
Reduced
13
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 TEMASEK HOLDINGS (PRIVATE) LTD 17.15M +— (+0.0%) 785.67M +84.4M (+12.0%) 21.16% -0.628 pp 2.49% +0.069 pp USD28.00 +63.6% 19 qtrs
2 VANGUARD GROUP INC 6.77M -33.7K (-0.5%) 310.26M +31.9M (+11.5%) 8.35% -0.291 pp 0.00% +0.000 pp USD38.16 +20.1% 19 qtrs
3 BLACKROCK, INC. 4.70M +154.8K (+3.4%) 215.19M +29.4M (+15.8%) 5.79% +0.025 pp 0.00% +0.000 pp USD50.85 -9.9% 6 qtrs
4 FMR LLC 3.43M +1.1M (+48.6%) 157.29M +62.8M (+66.5%) 4.24% +1.300 pp 0.01% +0.003 pp USD37.48 +22.3% 19 qtrs
5 BAMCO INC /NY/ 3.33M +447.0K (+15.5%) 152.49M +34.7M (+29.4%) 4.11% +0.446 pp 0.41% +0.101 pp USD36.80 +24.5% 8 qtrs
6 CAPITAL WORLD INVESTORS 2.99M +100.0K (+3.5%) 137.10M +18.8M (+15.9%) 3.69% +0.017 pp 0.02% +0.003 pp USD52.01 -11.9% 6 qtrs
7 WELLINGTON MANAGEMENT GROUP LLP 1.85M -36.7K (-1.9%) 84.99M +7.6M (+9.9%) 2.29% -0.115 pp 0.01% +0.001 pp USD41.00 +11.8% 11 qtrs
8 PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC 1.84M +98.8K (+5.7%) 84.39M +13.1M (+18.4%) 2.27% +0.058 pp 15.63% +1.721 pp USD41.78 +9.7% 13 qtrs
9 JENNISON ASSOCIATES LLC 1.83M +65.2K (+3.7%) 83.93M +11.7M (+16.2%) 2.26% +0.016 pp 0.05% +0.008 pp USD34.42 +33.1% 19 qtrs
10 PRICE T ROWE ASSOCIATES INC /MD/ 1.48M +582.4K (+65.0%) 67.74M +31.1M (+84.9%) 1.82% +0.686 pp 0.01% +0.003 pp USD43.44 +5.5% 12 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 1.47M +31.6K (+2.2%) 67.33M +8.5M (+14.5%) 1.81% -0.014 pp 0.00% +0.000 pp USD40.44 +13.3% 19 qtrs
12 STATE STREET CORP 1.37M +71.7K (+5.5%) 62.68M +9.7M (+18.2%) 1.69% +0.041 pp 0.00% +0.000 pp USD39.83 +15.0% 18 qtrs
13 GOLDMAN SACHS GROUP INC 1.21M +617.6K (+103.9%) 55.54M +31.2M (+128.4%) 1.50% +0.740 pp 0.01% +0.004 pp USD44.56 +2.8% 19 qtrs
14 LUXOR CAPITAL GROUP, LP 1.14M -197.4K (-14.8%) 52.20M -2.5M (-4.5%) 1.41% -0.293 pp 4.00% +1.424 pp USD53.93 -15.0% 6 qtrs
15 FULLER & THALER ASSET MANAGEMENT, INC. 1.13M +108.9K (+10.6%) 51.99M +10.0M (+23.9%) 1.40% +0.097 pp 0.18% +0.033 pp USD41.30 +10.9% 7 qtrs
16 BROWN BROTHERS HARRIMAN & CO 1.11M +— (+0.0%) 50.80M +5.5M (+12.0%) 1.37% -0.041 pp 0.28% +0.001 pp USD40.90 +12.0% 2 qtrs
17 BARCLAYS PLC 1.09M +988.2K (+925.5%) 50.17M +45.1M (+882.4%) 1.35% +1.215 pp 0.01% +0.011 pp USD45.93 -0.2% 16 qtrs
18 GW&K INVESTMENT MANAGEMENT, LLC 953.7K -143.5K (-13.1%) 43.70M -1.2M (-2.6%) 1.18% -0.217 pp 0.38% -0.019 pp USD36.67 +25.0% 10 qtrs
19 CLEARBRIDGE INVESTMENTS, LLC 786.5K -8.0K (-1.0%) 36.04M +3.5M (+10.9%) 0.97% -0.039 pp 0.03% +0.004 pp USD35.50 +29.1% 8 qtrs
20 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 784.7K +250.7K (+47.0%) 35.95M +14.1M (+64.6%) 0.97% +0.290 pp 0.04% -0.015 pp USD42.48 +7.9% 3 qtrs
21 FRANKLIN RESOURCES INC 709.1K +60.6K (+9.4%) 32.49M +6.0M (+22.5%) 0.87% +0.051 pp 0.01% +0.001 pp USD45.44 +0.8% 12 qtrs
22 NORGES BANK 705.0K +705.0K (+100.0%) 32.30M +32.3M (+100.0%) 0.87% +0.870 pp 0.00% +0.004 pp USD45.82 +0.0% 1 qtrs NEW
23 DIMENSIONAL FUND ADVISORS LP 643.4K +86.3K (+15.5%) 29.48M +6.7M (+29.4%) 0.79% +0.086 pp 0.01% +0.001 pp USD39.33 +16.5% 11 qtrs
24 TIMESSQUARE CAPITAL MANAGEMENT, LLC 602.2K +92.0K (+18.0%) 27.59M +6.7M (+32.2%) 0.74% +0.095 pp 0.42% +0.117 pp USD42.41 +8.0% 7 qtrs
25 BANK OF AMERICA CORP /DE/ 582.6K -426.3K (-42.3%) 26.69M -14.6M (-35.3%) 0.72% -0.563 pp 0.00% -0.001 pp USD47.13 -2.8% 18 qtrs
26 NORTHERN TRUST CORP 509.4K -18.7K (-3.5%) 23.34M +1.7M (+8.1%) 0.63% -0.043 pp 0.00% +0.000 pp USD41.63 +10.1% 18 qtrs
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 497.5K -23.8K (-4.6%) 22.79M +1.5M (+6.9%) 0.61% -0.048 pp 0.00% +0.000 pp USD40.56 +13.0% 18 qtrs
28 CITADEL ADVISORS LLC 455.9K +371.9K (+442.3%) 20.89M +17.5M (+507.6%) 0.56% +0.456 pp 0.00% +0.003 pp USD46.03 -0.5% 3 qtrs
29 NUVEEN, LLC 430.9K -12.7K (-2.9%) 19.74M +1.6M (+8.8%) 0.53% -0.032 pp 0.01% +0.000 pp USD58.38 -21.5% 4 qtrs
30 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 367.2K -448.6K (-55.0%) 16.82M -16.5M (-49.6%) 0.45% -0.583 pp 0.01% -0.010 pp USD36.07 +27.0% 10 qtrs
31 ENVESTNET ASSET MANAGEMENT INC 361.6K +45.2K (+14.3%) 16.57M +3.6M (+28.0%) 0.45% +0.044 pp 0.00% +0.001 pp USD47.26 -3.0% 10 qtrs
32 D. E. SHAW & CO., INC. 296.6K -260.6K (-46.8%) 13.59M -9.2M (-40.4%) 0.37% -0.342 pp 0.01% -0.005 pp USD46.22 -0.9% 12 qtrs
33 BANK OF NEW YORK MELLON CORP 285.5K -21.8K (-7.1%) 13.08M +512.9K (+4.1%) 0.35% -0.038 pp 0.00% 0.000 pp USD49.03 -6.5% 18 qtrs
34 AQR CAPITAL MANAGEMENT LLC 269.8K +220.4K (+446.4%) 12.36M +10.3M (+512.1%) 0.33% +0.270 pp 0.01% +0.005 pp USD45.76 +0.1% 11 qtrs
35 DEUTSCHE BANK AG\ 223.6K +53.2K (+31.2%) 10.24M +3.3M (+47.0%) 0.28% +0.059 pp 0.00% +0.001 pp USD46.73 -1.9% 18 qtrs
36 PANAGORA ASSET MANAGEMENT INC 216.9K +12.4K (+6.1%) 9.94M +1.6M (+18.8%) 0.27% +0.008 pp 0.04% +0.002 pp USD49.30 -7.1% 15 qtrs
37 QUBE RESEARCH & TECHNOLOGIES LTD 200.0K -145.5K (-42.1%) 9.16M -5.0M (-35.2%) 0.25% -0.192 pp 0.01% -0.005 pp USD53.25 -14.0% 12 qtrs
38 TREXQUANT INVESTMENT LP 197.7K -117.0K (-37.2%) 9.06M -3.8M (-29.6%) 0.24% -0.156 pp 0.08% -0.052 pp USD41.43 +10.6% 13 qtrs
39 CADIAN CAPITAL MANAGEMENT, LP 185.0K +185.0K (+100.0%) 8.48M +8.5M (+100.0%) 0.23% +0.228 pp 0.61% +0.612 pp USD45.82 +0.0% 1 qtrs NEW
40 UBS GROUP AG 181.0K -132.3K (-42.2%) 8.29M -4.5M (-35.3%) 0.22% -0.175 pp 0.00% -0.001 pp USD48.14 -4.8% 19 qtrs
41 AMS CAPITAL LTDA 176.6K +176.6K (+100.0%) 8.09M +8.1M (+100.0%) 0.22% +0.218 pp 3.13% +3.131 pp USD45.82 +0.0% 1 qtrs NEW
42 PALISADES INVESTMENT PARTNERS, LLC 167.5K +2.4K (+1.5%) 7.67M +924.1K (+13.7%) 0.21% -0.003 pp 2.90% +0.249 pp USD40.02 +14.5% 7 qtrs
43 MORGAN STANLEY 165.7K -37.4K (-18.4%) 7.59M -714.6K (-8.6%) 0.20% -0.054 pp 0.00% +0.000 pp USD43.32 +5.8% 19 qtrs
44 MAN GROUP PLC 161.5K +13.6K (+9.2%) 7.40M +1.4M (+22.4%) 0.20% +0.011 pp 0.01% +0.002 pp USD41.32 +10.9% 2 qtrs
45 BROWN CAPITAL MANAGEMENT LLC 148.7K -65.1K (-30.4%) 6.81M -1.9M (-22.1%) 0.18% -0.088 pp 0.56% +0.199 pp USD40.90 +12.0% 2 qtrs
46 NICHOLAS COMPANY, INC. 148.1K +20.4K (+16.0%) 6.79M +1.6M (+29.9%) 0.18% +0.021 pp 0.12% +0.030 pp USD49.72 -7.8% 6 qtrs
47 ALLIANCEBERNSTEIN L.P. 136.3K -1.7M (-92.5%) 6.25M -67.8M (-91.6%) 0.17% -2.133 pp 0.00% -0.021 pp USD39.09 +17.2% 14 qtrs
48 GEORGE KAISER FAMILY FOUNDATION 133.8K +— (+0.0%) 6.13M +658.4K (+12.0%) 0.17% -0.005 pp 0.82% +0.053 pp USD37.86 +21.0% 10 qtrs
49 POINT72 ASSET MANAGEMENT, L.P. 133.0K +128.6K (+2,961.0%) 6.09M +5.9M (+3,328.9%) 0.16% +0.159 pp 0.01% +0.007 pp USD45.66 +0.4% 2 qtrs
50 UBS ASSET MANAGEMENT AMERICAS INC 131.9K -5.5K (-4.0%) 6.04M +422.1K (+7.5%) 0.16% -0.012 pp 0.00% +0.000 pp USD43.32 +5.8% 12 qtrs
51 KORNITZER CAPITAL MANAGEMENT INC /KS 128.2K +— (+0.0%) 5.87M +630.6K (+12.0%) 0.16% -0.005 pp 0.12% +0.017 pp USD46.60 -1.7% 6 qtrs
52 JPMORGAN CHASE & CO 120.0K +24.3K (+25.4%) 5.50M +1.6M (+40.5%) 0.15% +0.027 pp 0.00% +0.000 pp USD45.00 +1.8% 18 qtrs
53 TWO SIGMA INVESTMENTS, LP 117.4K -158.1K (-57.4%) 5.38M -5.9M (-52.3%) 0.14% -0.205 pp 0.01% -0.009 pp USD40.90 +12.0% 2 qtrs
54 SWISS NATIONAL BANK 112.9K +3.1K (+2.8%) 5.17M +682.3K (+15.2%) 0.14% 0.000 pp 0.00% +0.001 pp USD36.51 +25.5% 17 qtrs
55 NORDEA INVESTMENT MANAGEMENT AB 112.4K -17.2K (-13.3%) 5.15M -165.3K (-3.1%) 0.14% -0.026 pp 0.00% 0.000 pp USD44.91 +2.0% 11 qtrs
56 MILLENNIUM MANAGEMENT LLC 111.7K -256.9K (-69.7%) 5.12M -10.0M (-66.0%) 0.14% -0.331 pp 0.00% -0.004 pp USD47.79 -4.1% 19 qtrs
57 VOLORIDGE INVESTMENT MANAGEMENT, LLC 109.1K -205.4K (-65.3%) 5.00M -7.9M (-61.1%) 0.13% -0.265 pp 0.02% -0.026 pp USD47.84 -4.2% 12 qtrs
58 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 106.2K -225.6K (-68.0%) 4.87M -8.7M (-64.1%) 0.13% -0.291 pp 0.00% -0.006 pp USD60.47 -24.2% 6 qtrs
59 QUANTINNO CAPITAL MANAGEMENT LP 95.1K +6.0K (+6.7%) 4.36M +711.5K (+19.5%) 0.12% +0.004 pp 0.01% -0.001 pp USD57.57 -20.4% 4 qtrs
60 JEFFERIES FINANCIAL GROUP INC. 93.8K +67.8K (+260.8%) 4.30M +3.2M (+304.3%) 0.12% +0.083 pp 0.02% +0.017 pp USD48.46 -5.4% 4 qtrs
61 EXODUSPOINT CAPITAL MANAGEMENT, LP 88.2K +82.8K (+1,535.8%) 4.04M +3.8M (+1,732.6%) 0.11% +0.102 pp 0.03% +0.029 pp USD45.52 +0.7% 2 qtrs
62 CAPITAL FUND MANAGEMENT S.A. 87.9K +32.1K (+57.6%) 4.03M +1.7M (+76.6%) 0.11% +0.038 pp 0.01% +0.005 pp USD47.04 -2.6% 3 qtrs
63 NEW YORK STATE COMMON RETIREMENT FUND 85.5K -186.9K (-68.6%) 3.92M -7.2M (-64.9%) 0.11% -0.241 pp 0.01% -0.009 pp USD47.35 -3.2% 18 qtrs
64 HRT FINANCIAL LP 83.4K +83.4K (+100.0%) 3.82M +3.8M (+100.0%) 0.10% +0.103 pp 0.01% +0.012 pp USD45.82 +0.0% 1 qtrs NEW
65 MML INVESTORS SERVICES, LLC 75.4K +19.0K (+33.7%) 3.45M +1.1M (+49.8%) 0.09% +0.021 pp 0.01% +0.002 pp USD48.97 -6.4% 4 qtrs
66 STIFEL FINANCIAL CORP 72.1K +13.1K (+22.3%) 3.30M +891.0K (+37.0%) 0.09% +0.014 pp 0.00% +0.001 pp USD45.30 +1.1% 9 qtrs
67 RHUMBLINE ADVISERS 70.5K -11.0K (-13.5%) 3.23M -104.7K (-3.1%) 0.09% -0.017 pp 0.00% 0.000 pp USD41.88 +9.4% 16 qtrs
68 F/M INVESTMENTS LLC 68.3K -1.8K (-2.6%) 3.13M +260.6K (+9.1%) 0.08% -0.005 pp 0.12% +0.008 pp USD36.54 +25.4% 7 qtrs
69 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 66.9K +3.1K (+4.9%) 3.07M +457.1K (+17.5%) 0.08% +0.002 pp 0.01% +0.002 pp USD41.13 +11.4% 2 qtrs
70 WELLS FARGO & COMPANY/MN 65.6K +27.5K (+72.3%) 3.01M +1.4M (+93.1%) 0.08% +0.033 pp 0.00% +0.000 pp USD50.72 -9.7% 18 qtrs
71 LEGAL & GENERAL GROUP PLC 63.0K -4.2K (-6.2%) 2.89M +139.4K (+5.1%) 0.08% -0.008 pp 0.00% +0.000 pp USD41.94 +9.3% 19 qtrs
72 KENNEDY CAPITAL MANAGEMENT LLC 59.7K +246.0 (+0.4%) 2.73M +303.6K (+12.5%) 0.07% -0.002 pp 0.06% +0.004 pp USD54.92 -16.6% 4 qtrs
73 TEACHER RETIREMENT SYSTEM OF TEXAS 58.6K +9.8K (+20.1%) 2.69M +689.7K (+34.6%) 0.07% +0.010 pp 0.01% +0.001 pp USD55.04 -16.8% 6 qtrs
74 BALYASNY ASSET MANAGEMENT L.P. 56.6K +56.6K (+100.0%) 2.59M +2.6M (+100.0%) 0.07% +0.070 pp 0.00% +0.003 pp USD45.82 +0.0% 11 qtrs
75 SQUAREPOINT OPS LLC 54.6K +5.6K (+11.4%) 2.50M +497.0K (+24.8%) 0.07% +0.005 pp 0.00% +0.001 pp USD54.38 -15.7% 12 qtrs
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 53.9K -22.0 (0.0%) 2.47M +264.2K (+12.0%) 0.07% -0.002 pp 0.00% +0.000 pp USD36.26 +26.4% 18 qtrs
77 JASPER RIDGE PARTNERS, L.P. 53.3K -36.7K (-40.8%) 2.44M -1.2M (-33.6%) 0.07% -0.049 pp 0.05% -0.029 pp USD36.50 +25.5% 7 qtrs
78 INVESCO LTD. 48.5K -4.1K (-7.7%) 2.22M +72.3K (+3.4%) 0.06% -0.007 pp 0.00% +0.000 pp USD63.39 -27.7% 12 qtrs
79 HEADLANDS TECHNOLOGIES LLC 48.0K +1.9K (+4.0%) 2.20M +312.1K (+16.5%) 0.06% +0.001 pp 0.18% +0.033 pp USD42.17 +8.7% 3 qtrs
80 G2 INVESTMENT PARTNERS MANAGEMENT LLC 48.0K +48.0K (+100.0%) 2.20M +2.2M (+100.0%) 0.06% +0.059 pp 0.52% +0.523 pp USD45.82 +0.0% 1 qtrs NEW
81 LAZARD ASSET MANAGEMENT LLC 45.0K +6.7K (+17.6%) 2.06M +497.0K (+31.8%) 0.06% +0.007 pp 0.00% +0.001 pp USD51.32 -10.7% 13 qtrs
82 LPL FINANCIAL LLC 44.6K +9.7K (+27.9%) 2.04M +617.5K (+43.3%) 0.06% +0.011 pp 0.00% +0.000 pp USD45.33 +1.1% 9 qtrs
83 TRUIST FINANCIAL CORP 40.5K +4.3K (+11.8%) 1.85M +373.8K (+25.3%) 0.05% +0.004 pp 0.00% +0.001 pp USD50.04 -8.4% 5 qtrs
84 FIRST TRUST ADVISORS LP 40.4K +7.0K (+20.8%) 1.85M +483.7K (+35.3%) 0.05% +0.007 pp 0.00% +0.000 pp USD55.55 -17.5% 12 qtrs
85 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 37.9K +13.7K (+56.8%) 1.74M +747.8K (+75.7%) 0.05% +0.016 pp 0.10% +0.042 pp USD49.36 -7.2% 3 qtrs
86 AMERIPRISE FINANCIAL INC 37.6K +4.0 (+0.0%) 1.72M +185.3K (+12.0%) 0.05% -0.001 pp 0.00% +0.000 pp USD28.24 +62.3% 19 qtrs
87 RAYMOND JAMES FINANCIAL INC 36.7K -3.3K (-8.1%) 1.68M +47.3K (+2.9%) 0.05% -0.006 pp 0.00% +0.000 pp USD64.09 -28.5% 5 qtrs
88 ACADIAN ASSET MANAGEMENT LLC 36.2K -74.6K (-67.3%) 1.66M -2.9M (-63.4%) 0.04% -0.096 pp 0.00% -0.005 pp USD44.44 +3.1% 5 qtrs
89 SUSQUEHANNA INTERNATIONAL GROUP, LLP 35.6K +10.9K (+44.1%) 1.63M +621.0K (+61.5%) 0.04% +0.013 pp 0.00% +0.000 pp USD40.67 +12.7% 13 qtrs
90 CREATIVE PLANNING 34.9K +23.8K (+213.6%) 1.60M +1.1M (+251.3%) 0.04% +0.029 pp 0.00% +0.001 pp USD49.59 -7.6% 5 qtrs
91 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 34.6K +2.3K (+7.1%) 1.58M +263.8K (+20.0%) 0.04% +0.002 pp 0.00% +0.000 pp USD43.32 +5.8% 3 qtrs
92 VERITION FUND MANAGEMENT LLC 33.7K -23.0K (-40.5%) 1.54M -773.0K (-33.4%) 0.04% -0.030 pp 0.01% -0.004 pp USD48.87 -6.2% 8 qtrs
93 CITIGROUP INC 32.9K +19.1K (+138.4%) 1.51M +942.9K (+167.1%) 0.04% +0.023 pp 0.00% +0.000 pp USD48.57 -5.7% 18 qtrs
94 LEVEL FOUR ADVISORY SERVICES, LLC 32.8K -8.7K (-20.9%) 1.50M -193.2K (-11.4%) 0.04% -0.012 pp 0.05% -0.009 pp USD47.56 -3.7% 3 qtrs
95 INTECH INVESTMENT MANAGEMENT LLC 32.4K +3.1K (+10.5%) 1.48M +284.8K (+23.7%) 0.04% +0.003 pp 0.01% +0.003 pp USD54.73 -16.3% 6 qtrs
96 METLIFE INVESTMENT MANAGEMENT, LLC 32.0K -1.2K (-3.7%) 1.47M +107.7K (+7.9%) 0.04% -0.003 pp 0.01% +0.001 pp USD40.65 +12.7% 18 qtrs
97 JANE STREET GROUP, LLC 30.9K -2.0K (-6.0%) 1.41M +70.9K (+5.3%) 0.04% -0.004 pp 0.00% +0.000 pp USD40.90 +12.0% 2 qtrs
98 LOS ANGELES CAPITAL MANAGEMENT LLC 36.0K +18.5K (+105.2%) 1.38M +663.1K (+92.3%) 0.04% +0.022 pp 0.00% +0.002 pp USD45.15 +1.5% 6 qtrs
99 REZNY WEALTH MANAGEMENT, INC. 30.0K +707.0 (+2.4%) 1.38M +176.7K (+14.7%) 0.04% 0.000 pp 0.28% +0.027 pp USD56.71 -19.2% 4 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 109 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 WisdomTree Cloud Computing UCITS ETF WCLD.L 1.59% 4.37M 0.40%
2 WisdomTree Cloud Computing Fund WCLD 1.45% 3.64M 0.45%
3 Fidelity Cloud Computing ETF FCLD 0.89% 978.4K 0.39%
4 State Street SPDR S&P Software & Services ETF XSW 0.81% 3.55M 0.35%
5 State Street SPDR FactSet Innovative Technology ETF XITK 0.64% 462.8K 0.45%
6 VictoryShares Small Cap Free Cash Flow ETF SFLO 0.41% 2.62M 0.56%
7 Pacer US Small Cap Cash Cows ETF CALF 0.15% 5.35M 0.59%
8 American Century Small Cap Growth Insights ETF ACSG 0.15% 37.9K 0.49%
9 Nuveen ESG Small-Cap ETF NUSC 0.12% 1.53M 0.31%
10 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.11% 96.3K 0.89%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.25
Neutral
Ratio by volume
3.00
Bullish
Buys
30
Sells
24
Shares acquired
1.15M
Shares disposed
266.4K
Cash buys
Cash sales
Net activity
+886,783
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-20 Sedgwick Dustin de Forest Officer M-Exempt D Restricted Share Units 4,863 0.00 68,075 D
2026-02-20 Murgel Michele Officer M-Exempt A Common Stock 1,674 0.00 242,660 D
2026-02-20 MORTON DAVID H JR Officer M-Exempt D Restricted Share Units 4,548 0.00 27,311 D
2026-02-20 Jampol Thad Officer F-InKind D Common Stock 10,973 22.16 243.2K 920,720 D
2026-02-20 Harrison David Benjamin Officer M-Exempt A Common Stock 1,749 0.00 28,711 D
2026-02-20 HALL JOHN T Director / Officer M-Exempt A Common Stock 5,948 0.00 5,894,045 D
2026-02-20 Coleman Donald F. Officer M-Exempt A Common Stock 1,899 0.00 526,302 D
2026-02-19 Sedgwick Dustin de Forest Officer A-Award A Restricted Share Units 90,000 0.00 90,000 D
2026-02-19 Murgel Michele Officer A-Award A Common Stock 19,002 0.00 238,221 D
2026-02-19 MORTON DAVID H JR Officer A-Award A Restricted Share Units 100,000 0.00 100,000 D
2026-02-19 Jampol Thad Officer A-Award A Common Stock 24,128 0.00 926,462 D
2026-02-19 Harrison David Benjamin Officer A-Award A Common Stock 22,393 0.00 24,072 D
2026-02-19 HALL JOHN T Director / Officer A-Award A Restricted Share Units 220,000 0.00 220,000 D
2026-02-19 Coleman Donald F. Officer A-Award A Restricted Share Units 90,000 0.00 90,000 D
2026-02-09 HALL JOHN T Director / Officer M-Exempt A Common Stock 25,000 7.45 186.3K 5,814,808 D
2026-02-06 HALL JOHN T Director / Officer M-Exempt A Common Stock 50,000 7.45 372.5K 5,789,808 D
2026-01-21 HALL JOHN T Director / Officer M-Exempt A Common Stock 28,140 7.45 209.6K 5,739,808 D
2025-12-31 Coleman Donald F. Officer M-Exempt A Common Stock 50,000 12.00 600.0K 497,613 D
2025-12-30 Murgel Michele Officer M-Exempt A Common Stock 20,000 12.00 240.0K 219,219 D
2025-12-29 HALL JOHN T Director / Officer M-Exempt A Common Stock 8,000 7.45 59.6K 5,719,668 D
2025-12-22 HALL JOHN T Director / Officer S-Sale D Common Stock 1,300 46.52 60.5K 5,718,268 D
2025-12-19 Jampol Thad Officer M-Exempt D Employee Stock Option (Right to Buy) 16,787 7.45 125.1K 16,788 D
2025-12-15 Jampol Thad Officer G-Gift D Common Stock 1,165 0.00 885,547 D
2025-12-15 HALL JOHN T Director / Officer M-Exempt A Common Stock 16,000 7.45 119.2K 5,727,668 D
2025-12-10 Sedgwick Dustin de Forest Officer S-Sale D Common Stock 1,774 42.58 75.5K 1,775 D
2025-12-08 HALL JOHN T Director / Officer M-Exempt A Common Stock 8,000 7.45 59.6K 5,719,668 D
2025-12-03 Harrison David Benjamin Officer S-Sale D Common Stock 4,960 44.98 223.1K 1,679 D
2025-12-03 Coleman Donald F. Officer S-Sale D Common Stock 1,541 45.00 69.3K 447,613 D
2025-12-01 HALL JOHN T Director / Officer M-Exempt A Common Stock 8,000 7.45 59.6K 5,719,668 D
2025-11-24 MORTON DAVID H JR Officer S-Sale D Common Stock 10,000 40.76 407.6K 43,765 D
2025-11-24 HALL JOHN T Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 8,000 7.45 59.6K 314,140 D
2025-11-20 Sedgwick Dustin de Forest Officer F-InKind D Common Stock 1,313 40.57 53.3K 3,549 D
2025-11-20 Murgel Michele Officer M-Exempt A Common Stock 2,766 0.00 203,572 D
2025-11-20 MORTON DAVID H JR Officer M-Exempt A Common Stock 8,699 0.00 71,220 D
2025-11-20 Jampol Thad Officer M-Exempt A Common Stock 3,257 0.00 892,253 D
2025-11-20 Harrison David Benjamin Officer F-InKind D Common Stock 6,930 40.57 281.2K 6,639 D
2025-11-20 HALL JOHN T Director / Officer M-Exempt A Common Stock 8,604 0.00 5,740,405 D
2025-11-20 Coleman Donald F. Officer M-Exempt A Common Stock 3,132 0.00 454,582 D
2025-11-19 Murgel Michele Officer A-Award A Common Stock 7,421 0.00 200,806 D
2025-11-19 MORTON DAVID H JR Officer A-Award A Common Stock 18,370 0.00 55,225 D
2025-11-19 Jampol Thad Officer A-Award A Common Stock 9,562 0.00 888,996 D
2025-11-19 Harrison David Benjamin Officer A-Award A Common Stock 8,929 0.00 8,929 D
2025-11-19 HALL JOHN T Director / Officer A-Award A Common Stock 25,696 0.00 5,731,801 D
2025-11-19 Coleman Donald F. Officer A-Award A Common Stock 9,389 0.00 451,450 D
2025-11-18 Wieck Marie Director A-Award A Common Stock 5,025 0.00 52,389 D
2025-11-18 Neble George R Director A-Award A Common Stock 5,025 0.00 33,089 D
2025-11-18 MORAN CHARLES E Director A-Award A Common Stock 5,025 0.00 30,851 D
2025-11-18 Harris Nancy L Director A-Award A Common Stock 5,025 0.00 41,419 D
2025-11-18 Baxter Ralph Director A-Award A Common Stock 5,025 0.00 14,466 D
2025-11-18 Allen Beverly Director A-Award A Common Stock 5,025 0.00 38,237 D
2025-11-17 Neble George R Director S-Sale D Common Stock 1,000 42.61 42.6K 28,364 D
2025-11-17 HALL JOHN T Director / Officer S-Sale D Common Stock 2,343 41.53 97.3K 5,711,762 D
2025-11-10 HALL JOHN T Director / Officer S-Sale D Common Stock 6,497 40.03 260.1K 5,706,105 D
2025-11-05 HALL JOHN T Director / Officer M-Exempt A Common Stock 35,600 7.45 265.2K 5,706,105 D
2025-10-17 HALL JOHN T Director / Officer M-Exempt A Common Stock 9,890 7.45 73.7K 5,670,505 D
2025-10-14 HALL JOHN T Director / Officer M-Exempt A Common Stock 21,300 7.45 158.7K 5,660,615 D
2025-10-06 HALL JOHN T Director / Officer M-Exempt A Common Stock 21,150 7.45 157.6K 5,639,315 D
2025-09-26 HALL JOHN T Director / Officer M-Exempt A Common Stock 19,390 7.45 144.5K 5,618,165 D
2025-09-15 HALL JOHN T Director / Officer M-Exempt A Common Stock 8,000 7.45 59.6K 5,606,775 D
2025-09-12 Coleman Donald F. Officer S-Sale D Common Stock 1,520 45.21 68.7K 442,061 D
2025-09-08 Murgel Michele Officer S-Sale D Common Stock 9,752 45.13 440.1K 193,385 D
2025-09-08 HALL JOHN T Director / Officer M-Exempt A Common Stock 8,000 7.45 59.6K 5,606,775 D
2025-09-02 Sedgwick Dustin de Forest Officer A-Award A Restricted Share Units 77,800 0.00 77,800 D
2025-09-02 HALL JOHN T Director / Officer M-Exempt A Common Stock 8,000 7.45 59.6K 5,606,775 D
2025-08-26 Harrison David Benjamin Officer S-Sale D Common Stock 9,238 44.92 415.0K 0 D
2025-08-25 Sedgwick Dustin de Forest Officer 0 0.00 0
2025-08-25 HALL JOHN T Director / Officer S-Sale D Common Stock 8,000 43.46 347.6K 5,598,775 D
2025-08-22 MORTON DAVID H JR Officer S-Sale D Common Stock 5,033 43.14 217.1K 36,855 D
2025-08-22 HALL JOHN T Director / Officer S-Sale D Common Stock 400 41.78 16.7K 5,617,890 D
2025-08-21 Murgel Michele Officer S-Sale D Common Stock 2,455 41.80 102.6K 222,053 D
2025-08-21 MORTON DAVID H JR Officer S-Sale D Common Stock 247 42.02 10.4K 46,855 D
2025-08-21 Jampol Thad Officer S-Sale D Common Stock 154 42.02 6.5K 879,434 D
2025-08-21 Harrison David Benjamin Officer S-Sale D Common Stock 166 42.02 7.0K 9,238 D
2025-08-21 HALL JOHN T Director / Officer S-Sale D Common Stock 6,319 41.80 264.1K 5,618,637 D
2025-08-21 Fitzgerald Scott Officer S-Sale D Common Stock 8 40.98 327.80 48,362 D
2025-08-21 Coleman Donald F. Officer S-Sale D Common Stock 2,756 41.80 115.2K 443,732 D
2025-08-20 Murgel Michele Officer M-Exempt A Common Stock 2,765 0.00 229,947 D
2025-08-20 MORTON DAVID H JR Officer S-Sale D Common Stock 3,727 42.36 157.9K 51,761 D
2025-08-20 Jampol Thad Officer S-Sale D Common Stock 86 43.09 3.7K 882,402 D
2025-08-20 Harrison David Benjamin Officer M-Exempt A Common Stock 2,890 0.00 19,137 D
2025-08-20 HALL JOHN T Director / Officer M-Exempt D Restricted Share Units 8,605 0.00 68,880 D
2025-08-20 Fitzgerald Scott Officer M-Exempt A Common Stock 1,599 0.00 51,242 D
2025-08-20 Coleman Donald F. Officer M-Exempt A Common Stock 3,132 0.00 452,597 D
2025-08-19 Murgel Michele Officer A-Award A Common Stock 12,837 0.00 227,182 D
2025-08-19 MORTON DAVID H JR Officer A-Award A Restricted Share Units 33,000 0.00 33,000 D
2025-08-19 Jampol Thad Officer A-Award A Common Stock 14,528 0.00 885,329 D
2025-08-19 Harrison David Benjamin Officer A-Award A Restricted Share Units 21,000 0.00 21,000 D
2025-08-19 HALL JOHN T Director / Officer A-Award A Common Stock 31,590 0.00 5,630,365 D
2025-08-19 Fitzgerald Scott Officer A-Award A Restricted Share Units 11,600 0.00 11,600 D
2025-08-19 Coleman Donald F. Officer A-Award A Restricted Share Units 22,800 0.00 22,800 D
2025-08-18 HALL JOHN T Director / Officer S-Sale D Common Stock 69,776 42.56 2.97M 5,607,223 D
2025-08-04 HALL JOHN T Director / Officer M-Exempt A Common Stock 47,690 7.45 355.3K 5,598,775 D
2025-07-16 HALL JOHN T Director / Officer M-Exempt A Common Stock 39,210 7.45 292.1K 5,551,085 D
2025-07-03 HALL JOHN T Director / Officer M-Exempt A Common Stock 22,180 7.45 165.2K 5,511,875 D
2025-06-26 HALL JOHN T Director / Officer M-Exempt A Common Stock 23,060 7.45 171.8K 5,489,695 D
2025-06-24 HALL JOHN T Director / Officer M-Exempt A Common Stock 21,300 7.45 158.7K 5,466,635 D
2025-06-09 HALL JOHN T Director / Officer S-Sale D Common Stock 8,000 58.20 465.6K 5,445,335 D
2025-06-02 Jampol Thad Officer M-Exempt A Common Stock 5,000 12.00 60.0K 875,801 D
2025-06-02 HALL JOHN T Director / Officer M-Exempt A Common Stock 8,000 7.45 59.6K 5,453,335 D
2025-06-02 Fitzgerald Scott Officer S-Sale D Common Stock 100 53.91 5.4K 45,467 D
2025-05-27 HALL JOHN T Director / Officer M-Exempt A Common Stock 8,000 7.45 59.6K 5,453,335 D
2025-05-23 MORTON DAVID H JR Officer S-Sale D Common Stock 5,948 55.22 328.4K 32,739 D
2025-05-23 Harrison David Benjamin Officer S-Sale D Common Stock 8,257 55.21 455.9K 0 D
2025-05-23 HALL JOHN T Director / Officer S-Sale D Common Stock 18,069 55.21 997.6K 5,445,335 D
2025-05-22 Murgel Michele Officer S-Sale D Common Stock 750 57.18 42.9K 214,345 D
2025-05-22 MORTON DAVID H JR Officer S-Sale D Common Stock 1,330 57.18 76.1K 42,739 D
2025-05-22 Jampol Thad Officer S-Sale D Common Stock 855 57.18 48.9K 870,801 D
2025-05-22 Harrison David Benjamin Officer S-Sale D Common Stock 910 57.18 52.0K 14,275 D
2025-05-22 HALL JOHN T Director / Officer S-Sale D Common Stock 1,968 57.18 112.5K 5,476,535 D
2025-05-22 Fitzgerald Scott Officer S-Sale D Common Stock 944 56.59 53.4K 45,971 D
2025-05-22 Coleman Donald F. Officer S-Sale D Common Stock 1,967 56.59 111.3K 435,918 D
2025-05-21 Murgel Michele Officer S-Sale D Common Stock 2,889 57.33 165.6K 216,848 D
2025-05-21 MORTON DAVID H JR Officer S-Sale D Common Stock 5,125 57.33 293.8K 47,176 D
2025-05-21 Jampol Thad Officer S-Sale D Common Stock 3,294 57.33 188.9K 873,653 D
2025-05-21 Harrison David Benjamin Officer S-Sale D Common Stock 3,508 57.33 201.1K 17,312 D
2025-05-21 HALL JOHN T Director / Officer S-Sale D Common Stock 5,576 56.71 316.2K 5,490,684 D
2025-05-21 Fitzgerald Scott Officer S-Sale D Common Stock 1,555 57.33 89.2K 46,915 D
2025-05-21 Coleman Donald F. Officer S-Sale D Common Stock 3,244 57.33 186.0K 437,885 D
2025-05-20 Murgel Michele Officer M-Exempt A Common Stock 2,766 0.00 226,788 D
2025-05-20 MORTON DAVID H JR Officer M-Exempt A Common Stock 8,698 0.00 60,262 D
2025-05-20 Jampol Thad Officer M-Exempt D Restricted Share Units 3,257 0.00 29,329 D
2025-05-20 Harrison David Benjamin Officer M-Exempt D Restricted Share Units 2,891 0.00 26,028 D
2025-05-20 HALL JOHN T Director / Officer M-Exempt A Common Stock 8,605 0.00 5,509,195 D
2025-05-20 Fitzgerald Scott Officer M-Exempt A Common Stock 1,599 0.00 52,265 D
2025-05-20 Coleman Donald F. Officer S-Sale D Common Stock 5,533 56.75 314.0K 443,514 D
2025-05-19 Murgel Michele Officer A-Award A Common Stock 21,560 0.00 224,022 D
2025-05-19 MORTON DAVID H JR Officer A-Award A Common Stock 29,908 0.00 51,564 D
2025-05-19 Jampol Thad Officer A-Award A Common Stock 24,481 0.00 881,731 D
2025-05-19 Harrison David Benjamin Officer A-Award A Common Stock 26,492 0.00 26,492 D
2025-05-19 HALL JOHN T Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 8,000 7.45 59.6K 790,910 D
2025-05-19 Fitzgerald Scott Officer A-Award A Common Stock 12,149 0.00 50,666 D
2025-05-19 Coleman Donald F. Officer A-Award A Common Stock 24,182 0.00 445,915 D
2025-05-12 HALL JOHN T Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 138,650 7.45 1.03M 798,910 D
2025-05-08 HALL JOHN T Director / Officer M-Exempt A Common Stock 33,450 7.45 249.2K 5,445,335 D
2025-05-02 Jampol Thad Officer M-Exempt A Common Stock 5,000 12.00 60.0K 862,250 D
2025-05-01 Fitzgerald Scott Officer S-Sale D Common Stock 200 54.93 11.0K 41,317 D
2025-04-23 Murgel Michele Officer M-Exempt A Common Stock 20,000 12.00 240.0K 202,462 D
2025-04-22 HALL JOHN T Director / Officer M-Exempt A Common Stock 35,700 7.45 266.0K 5,411,885 D
2025-04-09 HALL JOHN T Director / Officer M-Exempt A Common Stock 52,640 7.45 392.2K 5,376,185 D
2025-04-07 HALL JOHN T Director / Officer M-Exempt A Common Stock 20,700 7.45 154.2K 5,323,545 D
2025-04-02 Jampol Thad Officer M-Exempt D Employee Stock Option (Right to Buy) 63,730 7.45 474.8K 33,575 D
2025-04-01 Fitzgerald Scott Officer S-Sale D Common Stock 1,300 58.71 76.3K 43,217 D
2025-03-19 Murgel Michele Officer S-Sale D Common Stock 1,962 60.00 117.7K 182,462 D
2025-03-18 Murgel Michele Officer S-Sale D Common Stock 796 60.00 47.8K 184,424 D
2025-03-17 Murgel Michele Officer S-Sale D Common Stock 23,404 60.13 1.41M 185,220 D
2025-03-14 Murgel Michele Officer S-Sale D Common Stock 4,155 60.00 249.3K 208,624 D
2025-03-14 Harris Nancy L Director S-Sale D Common Stock 2,970 60.00 178.2K 36,394 D
2025-03-14 HALL JOHN T Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 32,500 7.45 242.1K 1,080,050 D
2025-03-13 Murgel Michele Officer S-Sale D Common Stock 1,015 60.46 61.4K 212,779 D
2025-03-11 HALL JOHN T Director / Officer M-Exempt A Common Stock 33,450 7.45 249.2K 5,270,345 D
2025-03-10 Jampol Thad Officer M-Exempt D Employee Stock Option (Right to Buy) 20,000 3.99 79.8K 9,198 D
2025-03-10 HALL JOHN T Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 8,000 7.45 59.6K 1,146,000 D
2025-03-03 HALL JOHN T Director / Officer S-Sale D Common Stock 260 66.18 17.2K 5,236,895 D
2025-03-03 Fitzgerald Scott Officer S-Sale D Common Stock 1,813 65.36 118.5K 44,517 D
2025-02-26 HALL JOHN T Director / Officer M-Exempt A Common Stock 10,799 7.45 80.5K 5,236,895 D
2025-02-25 MORTON DAVID H JR Officer S-Sale D Common Stock 3,228 64.62 208.6K 28,328 D
2025-02-25 Harrison David Benjamin Officer S-Sale D Common Stock 19,427 65.36 1.27M 0 D
2025-02-25 HALL JOHN T Director / Officer S-Sale D Common Stock 43,966 65.36 2.87M 5,150,096 D
2025-02-24 Murgel Michele Officer S-Sale D Common Stock 18 61.85 1.1K 218,408 D
2025-02-24 MORTON DAVID H JR Officer S-Sale D Common Stock 13 61.85 803.99 34,992 D
2025-02-24 Jampol Thad Officer S-Sale D Common Stock 37 61.85 2.3K 866,542 D
2025-02-24 Harrison David Benjamin Officer S-Sale D Common Stock 1,642 64.43 105.8K 31,081 D
2025-02-24 HALL JOHN T Director / Officer S-Sale D Common Stock 2,539 62.66 159.1K 5,231,606 D
2025-02-24 Fitzgerald Scott Officer S-Sale D Common Stock 259 62.66 16.2K 49,336 D
2025-02-24 Coleman Donald F. Officer S-Sale D Common Stock 1,642 66.18 108.7K 421,733 D
2025-02-21 Murgel Michele Officer S-Sale D Common Stock 415 65.86 27.3K 223,530 D
2025-02-21 MORTON DAVID H JR Officer S-Sale D Common Stock 1,843 66.16 121.9K 36,853 D
2025-02-21 Jampol Thad Officer S-Sale D Common Stock 5,131 66.16 339.5K 871,724 D
2025-02-21 Harrison David Benjamin Officer S-Sale D Common Stock 2,949 68.56 202.2K 36,261 D
2025-02-21 HALL JOHN T Director / Officer S-Sale D Common Stock 1,201 69.18 83.1K 5,234,225 D
2025-02-21 Fitzgerald Scott Officer S-Sale D Common Stock 786 68.56 53.9K 49,726 D
2025-02-21 Coleman Donald F. Officer S-Sale D Common Stock 694 65.86 45.7K 438,027 D
2025-02-20 Murgel Michele Officer S-Sale D Common Stock 167 71.16 11.9K 224,000 D
2025-02-20 MORTON DAVID H JR Officer M-Exempt A Common Stock 8,699 0.00 44,441 D
2025-02-20 Jampol Thad Officer S-Sale D Common Stock 423 70.70 29.9K 878,138 D
2025-02-20 Harrison David Benjamin Officer S-Sale D Common Stock 283 71.16 20.1K 45,221 D
2025-02-20 HALL JOHN T Director / Officer S-Sale D Common Stock 10,924 68.39 747.1K 5,274,293 D
2025-02-20 Fitzgerald Scott Officer M-Exempt A Common Stock 1,600 0.00 55,484 D
2025-02-20 Coleman Donald F. Officer S-Sale D Common Stock 280 71.16 19.9K 438,813 D
2025-02-19 Murgel Michele Officer A-Award A Common Stock 33,222 0.00 228,711 D
2025-02-19 MORTON DAVID H JR Officer A-Award A Common Stock 13,863 0.00 31,194 D
2025-02-19 Jampol Thad Officer A-Award A Common Stock 61,397 0.00 889,594 D
2025-02-19 Harrison David Benjamin Officer A-Award A Common Stock 54,965 0.00 54,965 D
2025-02-19 HALL JOHN T Director / Officer A-Award A Common Stock 133,102 0.00 5,283,198 D
2025-02-19 Fitzgerald Scott Officer A-Award A Common Stock 17,672 0.00 53,884 D
2025-02-19 Coleman Donald F. Officer A-Award A Common Stock 54,492 0.00 862,585 D
2025-02-18 HALL JOHN T Director / Officer M-Exempt A Common Stock 8,000 7.45 59.6K 5,158,096 D
2025-02-10 Jampol Thad Officer M-Exempt A Common Stock 20,000 3.99 79.8K 848,197 D
2025-02-10 HALL JOHN T Director / Officer S-Sale D Common Stock 37,672 71.33 2.69M 5,150,696 D
2025-02-05 Jampol Thad Officer G-Gift D Common Stock 15,028 0.00 0 I
2025-02-03 Fitzgerald Scott Officer S-Sale D Common Stock 600 68.50 41.1K 38,612 D
2025-01-08 Jampol Thad Officer S-Sale D Common Stock 1,892 63.25 119.7K 828,197 D
2025-01-08 HALL JOHN T Director / Officer M-Exempt A Common Stock 57,350 3.99 228.8K 5,150,096 D
2025-01-02 Fitzgerald Scott Officer S-Sale D Common Stock 3,000 64.38 193.1K 39,212 D
2024-12-23 Murgel Michele Officer M-Exempt D Employee Stock Option (Right to Buy) 17,150 12.00 205.8K 62,133 D
2024-12-23 Jampol Thad Officer M-Exempt A Common Stock 33,575 7.45 250.1K 828,197 D
2024-12-20 Coleman Donald F. Officer M-Exempt D Employee Stock Option (Right to Buy) 67,150 7.45 500.3K 63,730 D
2024-12-19 HALL JOHN T Director / Officer M-Exempt D Employee Stock Option (Right to Buy) 66,650 3.99 265.9K 133,350 D
2024-12-16 HALL JOHN T Director / Officer M-Exempt A Common Stock 66,650 7.45 496.5K 5,097,082 D
2024-12-13 Jampol Thad Officer G-Gift D Common Stock 3,600 0.00 794,622 D

Executive team

Top executives
EBIT / Employee
-20.5K
Shares Outstanding
80.40M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 John Hall Chief Executive Officer 501.0K 533.6K 13.87M 10.5K 14.92M 92.99%
2 2025 David Morton Chief Financial Officer 472.5K 402.6K 9.11M 10.7K 9.99M 91.14%
3 2025 Thad Jampol Co-Founder and Chief Product Officer 496.4K 370.1K 5.36M 10.7K 6.24M 85.95%
4 2025 Don Coleman Chief Operating Officer 463.5K 313.1K 5.24M 21.6K 6.04M 86.79%
5 2025 David Benjamin Harrison President, Industries 477.3K 460.6K 5.01M 21.3K 5.97M 83.92%
6 2024 David Morton Chief Financial Officer 405.7K 333.3K 10.19M 10.7K 10.94M 93.15%
7 2024 John Hall Chief Executive Officer 486.4K 403.7K 6.81M 418.5K 8.12M 83.88%
8 2024 Thad Jampol Co-Founder and Chief Product Officer 472.8K 307.8K 2.56M 23.2K 3.36M 76.08%
9 2024 Don Coleman Chief Operating Officer 450.0K 261.5K 2.51M 23.1K 3.25M 77.39%
10 2024 David Benjamin Harrison President, Industries 463.4K 384.6K 2.35M 11.5K 3.21M 73.20%
11 2024 Stephen Robertson Former Chief Financial Officer 226.3K 2.10M 229.5K 2.55M 82.13%
12 2023 John Hall Chief Executive Officer 474.5K 404.3K 2.21M 9.8K 3.10M 71.30%
13 2023 Thad Jampol Co-Founder and Chief Product Officer 461.3K 343.9K 1.32M 9.8K 2.14M 61.91%
14 2023 Don Coleman Chief Operating Officer 408.5K 304.5K 1.32M 9.9K 2.05M 64.70%
15 2022 John Hall Chief Executive Officer 456.3K 427.1K 8.7K 892.1K 0.00%
16 2022 Thad Jampol Co-Founder and Chief Product Officer 427.1K 444.8K 9.2K 881.1K 0.00%
17 2022 Don Coleman Chief Operating Officer 371.5K 387.2K 9.2K 767.9K 0.00%
18 2021 John Hall Chief Executive Officer 443.0K 28.60M 1.82M 460.7K 8.6K 31.34M 97.09%
19 2021 Thad Jampol Co-Founder and Chief Product Officer 414.7K 13.00M 1.18M 323.5K 8.6K 14.93M 95.00%
20 2021 Don Coleman Chief Operating Officer 360.6K 11.05M 1.18M 328.1K 9.4K 12.93M 94.60%
21 2020 John Hall Chief Executive Officer 405.8K 162.3K 158.4K 726.5K 0.00%
22 2020 Thad Jampol Co-Founder and Chief Product Officer 350.4K 84.1K 8.4K 442.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-10-07 DEFA14A
2025-10-07 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-03-27 SC 13G/A
2026-02-20 4
2026-02-20 4
2026-02-20 4
2026-02-20 4
2026-02-20 4
2026-02-20 4
2026-02-20 4

Executive team

NameTitleCompensationGender
John T. Hall Chairman & Chief Executive Officer 1M male
David Benjamin Harrison President of Industries 959.2K male
David H. Morton Jr. Chief Financial Officer 885.8K male
Thad Jampol Co-Founder & Chief Product Officer 877.2K male
Donald F. Coleman Chief Operating Officer 798.2K male
Steven Todd SVP, Secretary & General Counsel male
Duane Rusten Senior Vice President of Client Services male
David Melvin Trone Senior Vice President of Investor Relations male
Costa Harbilas Executive Vice President & Chief Revenue Officer male
Dustin Sedgwick Chief Marketing Officer male
Michele Murgel Chief People & Places Officer female
ESG Rating
B
SOFTWARE - APPLICATION
Rank: 84 out of 279
2026
E (Environmental)
68.7 / 66.0
Company / Sector avg.
S (Social)
65.4 / 69.5
Company / Sector avg.
G (Governance)
70.6 / 67.5
Company / Sector avg.
ESG Total
68.2 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-11-13 2025-12-15 Gilbert Cisneros CA31 Sale (Partial) $1,001 - $15,000
2025-08-26 2025-09-12 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-08-15 2025-09-12 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-04-09 2025-05-14 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
2024-05-09 2024-06-08 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2024-04-15 2024-05-15 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2024-03-14 2024-04-07 Josh Gottheimer NJ05 Joint Sale (Full) $1,001 - $15,000
2023-12-20 2024-01-07 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2023-11-15 2023-12-08 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2023-09-18 2023-10-15 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits