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Samsara Inc. (IOT)

USD36.93 +0.10 (+0.27%)
US NYSE Technology Software - Infrastructure
Address South Building 94103
San Francisco, CA, US
CEO Sanjit Biswas
IPO 2021-12-15
CIK 1642896 ISIN US79589L1061

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Description

Samsara Inc. specializes in providing solutions that digitize and connect physical operations data to its centralized Connected Operations Cloud, accessible to clients across the United States and internationally. At the core of this cloud-based platform is a robust Data Platform. This platform systematically collects, aggregates, and enriches information streamed from Samsara's proprietary IoT devices, featuring integrated capabilities including artificial intelligence, workflow automation, advanced analytics, instant alerts, API connectivity, and comprehensive data security and privacy measures. Additionally, the cloud offers a suite of applications covering critical operational areas such as video-based safety protocols, vehicle fleet telematics, driver application and workflow tools, equipment performance monitoring, and enhanced site visibility. The company caters to a diverse array of sectors, including transportation and logistics, construction, field services, utilities and energy, government, healthcare and education, manufacturing, wholesale and retail trade, and the food and beverage industry. Established in 2015, Samsara maintains its headquarters in San Francisco, California.

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
USD36.93 +0.10 (+0.27%)
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Volume Profile
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Liquidity & share structure
Average Volume
6M
Beta
1.35
Float Shares
466.54M
Free Float %
81.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.11% +9.89% +15.07% +22.73% -13.51% -0.68% -24.65% +29.40% +42.55% +42.55% +42.55%
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 (18 ratings, all time) Buy
Price Targets & DCF
Current price
36.93
Low 30.00 -18.8%
Consensus 45.82 +24.1%
Median 48.00 +30.0%
High 57.00 +54.3%
DCF (Unlevered) 24.17 -34.6%
DCF (Levered) 31.57 -14.5%

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) 78% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 15 0
Hold 5 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
46.50
+25.9%
Last Year 20
46.30
+25.4%
All Time 44
43.09
+16.7%
Quality scores
Altman Z-Score
11.04
Safe zone
Piotroski F-Score
6 / 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
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Software - Infrastructure: +13.7%
    +29.6% Q2'26: +30.5% (vs Q2'25)
  • EPS growth Software - Infrastructure: +28.7%
    +94.3% Q2'26: +305.1% (vs Q2'25)
  • FCF margin FCF growth · Software - Infrastructure: +32.2%
    -9.2% Q2'26: +15.3% (vs Q2'25)
  • EBIT margin Software - Infrastructure: +8.8%
    -3.3% Q2'26: +0.0% (vs Q2'25)
  • ROIC Software - Infrastructure: +6.6%
    -4.8% Q2'26: +0.0% (vs Q2'25)
  • Share dilution Software - Infrastructure: +0.0%
    +3.1% Q2'26: +3.5% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×
    -2.55× Q2'26: 2.40× (vs Q2'25)
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 (1.28) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 24.17 Current price: 36.93
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 Jan 2022
actual
Jan 2023
actual
Jan 2024
actual
Jan 2025
actual
Jan 2026
16 Rev. Ana.
11 EPS Ana.
Jan 2027
16 Rev. Ana.
10 EPS Ana.
Jan 2028
16 Rev. Ana.
10 EPS Ana.
Jan 2029
6 Rev. Ana.
3 EPS Ana.
Jan 2030
3 Rev. Ana.
Revenue
428.35M
est: 418.97M (+2.2%)
652.55M
est: 639.16M (+2.1%)
937.39M
est: 1.01B (-7.5%)
1.25B
est: 1.24B (+0.8%)
1.60B
1.58B – 1.63B
+28.9% YoY
1.97B
1.95B – 1.98B
+23.4% YoY
2.36B
2.31B – 2.44B
+19.7% YoY
2.80B
2.80B – 2.80B
+18.7% YoY
3.57B
3.53B – 3.64B
+27.5% YoY
EBITDA
-304.39M
est: -165.34M (-84.1%)
-167.10M
est: -252.23M (+33.8%)
-171.08M
est: -263.27M (+35.0%)
-164.45M
est: -321.77M (+48.9%)
-414.71M
-422.81M – -409.87M
-28.9% YoY
-511.88M
-514.48M – -505.90M
-23.4% YoY
-612.68M
-633.54M – -599.64M
-19.7% YoY
-727.33M
-727.86M – -726.80M
-18.7% YoY
-927.61M
-945.73M – -916.78M
-27.5% YoY
EBIT
-353.85M
est: -208.73M (-69.5%)
-243.84M
est: -318.44M (+23.4%)
-283.38M
est: 472.72M (-159.9%)
-185.10M
est: 577.76M (-132.0%)
744.64M
735.94M – 759.18M
+28.9% YoY
919.11M
908.37M – 923.78M
+23.4% YoY
1.10B
1.08B – 1.14B
+19.7% YoY
1.31B
1.31B – 1.31B
+18.7% YoY
1.67B
1.65B – 1.70B
+27.5% YoY
Net Income
-355.02M
est: -271.40M (-30.8%)
-247.42M
est: -90.51M (-173.4%)
-286.73M
est: -293.72M (+2.4%)
-154.91M
est: 128.89M (-220.2%)
291.81M
285.27M – 298.36M
+126.4% YoY
392.35M
366.95M – 417.76M
+34.5% YoY
478.34M
410.00M – 546.67M
+21.9% YoY
642.12M
454.42M – 829.81M
+34.2% YoY
— – —
-100.0% YoY
SGA
451.05M
est: 367.76M (+22.6%)
540.88M
est: 561.04M (-3.6%)
681.69M
est: 783.76M (-13.0%)
836.26M
est: 957.92M (-12.7%)
1.23B
1.22B – 1.26B
+28.9% YoY
1.52B
1.51B – 1.53B
+23.4% YoY
1.82B
1.79B – 1.89B
+19.7% YoY
2.17B
2.16B – 2.17B
+18.7% YoY
2.76B
2.73B – 2.82B
+27.5% YoY
EPS
-0.70
est: -0.49 (-43.5%)
-0.48
est: -0.16 (-197.0%)
-0.54
est: -0.51 (-6.1%)
-0.28
est: 0.22 (-226.5%)
0.51
0.50 – 0.52
+129.2% YoY
0.68
0.64 – 0.73
+33.9% YoY
0.84
0.71 – 0.95
+24.3% YoY
1.07
0.79 – 1.45
+26.5% YoY
— – —
-100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C+ 2/5 4/5 1/5 1/5 4/5 1/5 1/5
2026-05-27 C+ 2/5 4/5 1/5 1/5 4/5 1/5 1/5
2026-05-26 C+ 2/5 4/5 1/5 1/5 4/5 1/5 1/5
2026-05-22 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-21 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-20 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-19 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-18 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-15 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-14 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-13 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-12 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-11 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-08 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-07 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-06 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-05 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
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 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 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-23 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-22 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-21 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-20 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-17 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-16 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5
2026-04-15 C 2/5 3/5 1/5 1/5 3/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
284.57M
OE per share TTM
0.50
Owner's Yield
1.40%
Maintenance CapEx ratio
56.46%
Maint CapEx / Avg PPE
20.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
565
Total invested
11.47B
Insider transactions (90d)
23
Beneficial owners (>5%)
25
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Marc Andreessen (“Andreessen”) 81.57M 30.60% 81.57M 10.00 IN OR PLACE OF ORGANIZATION 2023-12-19
2 Benjamin Horowitz (“Horowitz”) 81.55M 30.60% 81.55M 10.00 IN OR PLACE OF ORGANIZATION 2023-12-19
3 AH Equity Partners IV, L.L.C. (“AH Equity IV”) 54.75M 22.40% 54.75M 54.75M 10.00 OO OR PLACE OF ORGANIZATION 2023-12-19
4 Andreessen Horowitz Fund IV, L.P. (“AH IV”) 54.75M 22.40% 54.75M 54.75M 10.00 PN OR PLACE OF ORGANIZATION 2023-12-19
5 Endurance, L.P. 23.30M 9.50% 23.30M 11.00 PN 2024-09-19
6 Holdings GP, LLC 23.30M 9.50% 23.30M 23.30M OO 2024-09-19
7 Holdings, L.P. 23.30M 9.50% 23.30M 23.30M PN 2024-09-19
8 L.P. 23.30M 9.50% 23.30M 11.00 PN 2024-09-19
9 LLC 23.30M 9.50% 23.30M 11.00 OO 2024-09-19
10 VIII-B 23.30M 9.50% 23.30M 11.00 OO 2024-09-19
11 VIII-B, 23.30M 9.50% 23.30M 11.00 OO 2024-09-19
12 Venture, L.P. 23.30M 9.50% 23.30M 11.00 PN 2024-09-19
13 Baillie Gifford & Co (Scottish partnership) 18.87M 11.00% IA SCOTLAND UK 2023-04-06
14 52-0556948 14.84M 7.90% 3.49M 14.84M IA Maryland 2024-02-14
15 AH Equity Partners LSV I, L.L.C. (“AH Equity LSV I”) 12.29M 6.10% 12.29M 12.29M 10.00 OO OR PLACE OF ORGANIZATION 2023-12-19
16 Andreessen Horowitz LSV Fund I, L.P. (“AH LSV I”) 12.29M 6.10% 12.29M 12.29M 10.00 PN OR PLACE OF ORGANIZATION 2023-12-19
17 Abigail P. Johnson 11.89M 5.31% 11.89M IN Delaware 2024-11-12
18 FMR LLC 11.89M 5.31% 11.89M 11.89M HC Delaware 2024-11-12
19 (1) BlackRock, Inc. 11.46M 5.10% 10.40M 11.46M HC Delaware 2024-11-08
20 AH Equity Partners V (Parallel), L.L.C. (“AH Equity V Parallel”) 5.52M 2.80% 5.52M 5.52M 10.00 OO OR PLACE OF ORGANIZATION 2023-12-19
21 AH Parallel Fund V, L.P. (“AH Parallel V”) 5.52M 2.80% 5.52M 5.52M 10.00 PN OR PLACE OF ORGANIZATION 2023-12-19
22 AH Equity Partners IV (Parallel), L.L.C. (“AH Equity IV Parallel”) 4.97M 2.60% 4.97M 4.97M 10.00 OO OR PLACE OF ORGANIZATION 2023-12-19
23 AH Parallel Fund IV, L.P. (“AH Parallel IV”) 4.97M 2.60% 4.97M 4.97M 10.00 PN OR PLACE OF ORGANIZATION 2023-12-19
24 AH Equity Partners LSV III, L.L.C. (“AH Equity LSV III”) 4.00M 2.10% 4.00M 4.00M 10.00 OO OR PLACE OF ORGANIZATION 2023-12-19
25 Andreessen Horowitz LSV Fund III, L.P. (“AH LSV III”) 4.00M 2.10% 4.00M 4.00M 10.00 PN OR PLACE OF ORGANIZATION 2023-12-19

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
565
-15 vs prev Q
New positions
102
Closed positions
109
Increased
326
Reduced
144
Put/Call ratio
0.58
Calls held
4.75M
Puts held
2.77M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BAILLIE GIFFORD & CO 47.66M +6.2M (+15.0%) 1.69B +145.5M (+9.4%) 8.34% +1.062 pp 1.40% +0.260 pp USD31.58 +12.3% 12 qtrs
2 VANGUARD GROUP INC 33.13M +3.4M (+11.5%) 1.17B +67.7M (+6.1%) 5.80% +0.580 pp 0.02% +0.001 pp USD29.87 +18.7% 17 qtrs
3 BLACKROCK, INC. 25.05M +3.0M (+13.6%) 888.12M +66.4M (+8.1%) 4.38% +0.511 pp 0.02% +0.001 pp USD42.89 -17.3% 6 qtrs
4 SANDS CAPITAL MANAGEMENT, LLC 19.12M -1.4M (-6.8%) 677.92M -86.4M (-11.3%) 3.35% -0.256 pp 2.06% -0.046 pp USD37.33 -5.0% 17 qtrs
5 MORGAN STANLEY 19.07M -2.8M (-12.8%) 675.97M -138.3M (-17.0%) 3.34% -0.501 pp 0.04% -0.009 pp USD32.16 +10.2% 17 qtrs
6 FMR LLC 16.20M +4.7M (+40.4%) 574.14M +144.4M (+33.6%) 2.83% +0.809 pp 0.03% +0.007 pp USD34.08 +4.0% 17 qtrs
7 PRICE T ROWE ASSOCIATES INC /MD/ 14.37M -2.8M (-16.4%) 509.42M -131.0M (-20.5%) 2.51% -0.504 pp 0.05% -0.014 pp USD30.85 +14.9% 14 qtrs
8 GOLDMAN SACHS GROUP INC 11.88M +4.4M (+58.9%) 421.08M +142.6M (+51.2%) 2.08% +0.766 pp 0.05% +0.018 pp USD36.51 -2.9% 17 qtrs
9 BROWN ADVISORY INC 11.21M +3.3M (+42.1%) 397.54M +103.6M (+35.2%) 1.96% +0.577 pp 0.55% +0.172 pp USD36.72 -3.5% 2 qtrs
10 STATE STREET CORP 6.92M +944.5K (+15.8%) 245.32M +22.7M (+10.2%) 1.21% +0.162 pp 0.01% +0.001 pp USD35.81 -1.0% 16 qtrs
11 WELLINGTON MANAGEMENT GROUP LLP 6.27M +3.1M (+97.1%) 222.25M +103.8M (+87.6%) 1.10% +0.538 pp 0.04% +0.018 pp USD36.53 -3.0% 8 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 6.20M +935.9K (+17.8%) 219.03M +23.6M (+12.1%) 1.08% +0.161 pp 0.01% +0.001 pp USD33.41 +6.1% 16 qtrs
13 BAMCO INC /NY/ 4.12M +741.2K (+21.9%) 146.06M +20.2M (+16.0%) 0.72% +0.128 pp 0.40% +0.062 pp USD38.69 -8.4% 7 qtrs
14 SQUAREPOINT OPS LLC 4.10M -643.9K (-13.6%) 145.23M -31.4M (-17.8%) 0.72% -0.115 pp 0.15% -0.023 pp USD37.18 -4.7% 12 qtrs
15 WESTFIELD CAPITAL MANAGEMENT CO LP 3.95M +152.2K (+4.0%) 140.17M -1.4M (-1.0%) 0.69% +0.024 pp 0.58% -0.010 pp USD29.47 +20.3% 17 qtrs
16 JORDAN PARK TRUST CO LLC 3.83M +1.3M (+54.1%) 135.91M +43.3M (+46.7%) 0.67% +0.234 pp 93.10% +3.147 pp USD40.80 -13.1% 5 qtrs
17 NORGES BANK 3.59M +3.6M (+100.0%) 127.41M +127.4M (+100.0%) 0.63% +0.629 pp 0.01% +0.014 pp USD35.45 +0.0% 1 qtrs NEW
18 VOYA INVESTMENT MANAGEMENT LLC 3.38M +471.1K (+16.2%) 119.75M +11.5M (+10.6%) 0.59% +0.081 pp 0.12% +0.010 pp USD40.19 -11.8% 13 qtrs
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.27M +470.1K (+16.8%) 115.95M +11.6M (+11.1%) 0.57% +0.081 pp 0.02% +0.001 pp USD34.21 +3.6% 16 qtrs
20 1832 ASSET MANAGEMENT L.P. 2.80M +2.4M (+572.7%) 99.36M +83.8M (+540.2%) 0.49% +0.417 pp 0.08% +0.063 pp USD34.69 +2.2% 13 qtrs
21 NORDEA INVESTMENT MANAGEMENT AB 2.47M +389.8K (+18.8%) 88.23M +13.1M (+17.4%) 0.43% +0.067 pp 0.08% +0.010 pp USD36.96 -4.1% 8 qtrs
22 AMUNDI 2.38M +263.1K (+12.4%) 84.43M -480.6K (-0.6%) 0.42% +0.045 pp 0.02% -0.004 pp USD35.16 +0.8% 13 qtrs
23 SPYGLASS CAPITAL MANAGEMENT LLC 2.35M +146.8K (+6.7%) 83.20M +1.2M (+1.5%) 0.41% +0.024 pp 4.16% -0.208 pp USD37.14 -4.6% 2 qtrs
24 NORTHERN TRUST CORP 2.10M +315.6K (+17.7%) 74.32M +8.0M (+12.0%) 0.37% +0.054 pp 0.01% +0.001 pp USD35.31 +0.4% 16 qtrs
25 GENERAL CATALYST GROUP MANAGEMENT, LLC 2.00M -7.3M (-78.4%) 70.90M -273.7M (-79.4%) 0.35% -1.274 pp 31.97% +20.636 pp USD28.11 +26.1% 17 qtrs
26 UBS ASSET MANAGEMENT AMERICAS INC 1.92M -1.1M (-36.2%) 67.97M -44.0M (-39.3%) 0.34% -0.192 pp 0.01% -0.010 pp USD36.52 -2.9% 15 qtrs
27 BANK OF AMERICA CORP /DE/ 1.92M +38.6K (+2.1%) 67.92M -2.0M (-2.9%) 0.34% +0.006 pp 0.00% +0.000 pp USD36.90 -3.9% 17 qtrs
28 LEGAL & GENERAL GROUP PLC 1.80M +190.8K (+11.8%) 63.92M +3.9M (+6.4%) 0.32% +0.032 pp 0.01% +0.001 pp USD29.89 +18.6% 15 qtrs
29 ALLIANCEBERNSTEIN L.P. 1.77M +294.9K (+20.0%) 62.78M +7.8M (+14.2%) 0.31% +0.051 pp 0.02% +0.003 pp USD35.25 +0.6% 17 qtrs
30 POINTSTATE CAPITAL LP 1.74M +533.8K (+44.4%) 61.58M +16.8M (+37.4%) 0.30% +0.093 pp 0.91% +0.238 pp USD36.70 -3.4% 2 qtrs
31 SOMA EQUITY PARTNERS LP 1.68M +267.4K (+18.9%) 59.61M +6.9M (+13.2%) 0.29% +0.046 pp 3.28% +0.635 pp USD36.96 -4.1% 2 qtrs
32 A16Z PERENNIAL MANAGEMENT, L.P. 1.66M +1.7M (+100.0%) 58.92M +58.9M (+100.0%) 0.29% +0.291 pp 4.43% +4.427 pp USD35.45 +0.0% 1 qtrs NEW
33 BESSEMER GROUP INC 1.62M -106.4K (-6.2%) 57.50M -6.9M (-10.7%) 0.28% -0.020 pp 0.09% -0.010 pp USD38.45 -7.8% 5 qtrs
34 AMERICAN CENTURY COMPANIES INC 1.56M -225.7K (-12.6%) 55.34M -11.2M (-16.9%) 0.27% -0.041 pp 0.03% -0.006 pp USD39.48 -10.2% 3 qtrs
35 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.54M -157.9K (-9.3%) 54.75M -8.7M (-13.7%) 0.27% -0.029 pp 1.14% -0.177 pp USD27.35 +29.6% 16 qtrs
36 BLAIR WILLIAM & CO/IL 1.32M +536.2K (+68.1%) 46.90M +17.6M (+60.0%) 0.23% +0.093 pp 0.13% +0.048 pp USD35.99 -1.5% 9 qtrs
37 TIMESSQUARE CAPITAL MANAGEMENT, LLC 1.32M -37.6K (-2.8%) 46.79M -3.8M (-7.5%) 0.23% -0.007 pp 0.70% -0.018 pp USD33.82 +4.8% 17 qtrs
38 DEUTSCHE BANK AG\ 1.27M +181.3K (+16.6%) 45.12M +4.5M (+11.0%) 0.22% +0.031 pp 0.01% +0.001 pp USD37.16 -4.6% 13 qtrs
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.26M +128.8K (+11.3%) 44.84M +2.5M (+6.0%) 0.22% +0.022 pp 0.01% +0.000 pp USD35.77 -0.9% 16 qtrs
40 1.26M +1.3M (+100.0%) 44.52M +44.5M (+100.0%) 0.22% +0.220 pp 13.72% +13.715 pp USD35.45 +0.0% 1 qtrs NEW
41 UBS GROUP AG 1.25M -244.9K (-16.4%) 44.21M -11.4M (-20.5%) 0.22% -0.044 pp 0.01% -0.002 pp USD40.12 -11.6% 15 qtrs
42 ALYESKA INVESTMENT GROUP, L.P. 1.23M +1.2M (+100.0%) 43.72M +43.7M (+100.0%) 0.22% +0.216 pp 0.12% +0.124 pp USD35.45 +0.0% 1 qtrs NEW
43 ROYAL BANK OF CANADA 1.23M -622.0K (-33.6%) 43.56M -25.4M (-36.8%) 0.22% -0.110 pp 0.01% -0.004 pp USD38.50 -7.9% 17 qtrs
44 JANUS HENDERSON GROUP PLC 1.16M +12.6K (+1.1%) 41.15M -1.6M (-3.8%) 0.20% +0.002 pp 0.02% -0.001 pp USD38.43 -7.8% 7 qtrs
45 BANK OF NEW YORK MELLON CORP 1.10M +70.6K (+6.9%) 38.96M +651.6K (+1.7%) 0.19% +0.012 pp 0.01% -0.001 pp USD35.37 +0.2% 16 qtrs
46 CATALYTIC WEALTH RIA, LLC 1.09M +71.5K (+7.0%) 38.71M +697.0K (+1.8%) 0.19% +0.012 pp 1.42% +0.171 pp USD37.16 -4.6% 3 qtrs
47 CITADEL ADVISORS LLC 1.08M -1.4M (-56.2%) 38.36M -53.6M (-58.3%) 0.19% -0.244 pp 0.01% -0.008 pp USD38.76 -8.5% 16 qtrs
48 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 1.09M -46.3K (-4.1%) 36.95M -6.4M (-14.7%) 0.19% -0.009 pp 0.06% -0.010 pp USD39.63 -10.5% 7 qtrs
49 FREESTONE GROVE PARTNERS LP 1.04M -364.2K (-26.0%) 36.79M -15.4M (-29.6%) 0.18% -0.065 pp 0.27% -0.124 pp USD37.72 -6.0% 3 qtrs
50 JENNISON ASSOCIATES LLC 993.4K +101.1K (+11.3%) 35.21M +2.0M (+6.0%) 0.17% +0.017 pp 0.02% +0.002 pp USD38.28 -7.4% 6 qtrs
51 MITSUBISHI UFJ TRUST & BANKING CORP 979.9K +42.5K (+4.5%) 34.74M -181.0K (-0.5%) 0.17% +0.007 pp 0.08% +0.006 pp USD30.73 +15.4% 12 qtrs
52 CANADA PENSION PLAN INVESTMENT BOARD 973.7K +319.9K (+48.9%) 34.52M +10.2M (+41.7%) 0.17% +0.056 pp 0.02% +0.006 pp USD36.48 -2.8% 11 qtrs
53 SWISS NATIONAL BANK 953.0K +135.8K (+16.6%) 33.78M +3.3M (+11.0%) 0.17% +0.023 pp 0.02% +0.002 pp USD36.81 -3.7% 8 qtrs
54 FIRST TRUST ADVISORS LP 909.4K -41.6K (-4.4%) 32.24M -3.2M (-9.0%) 0.16% -0.008 pp 0.02% -0.003 pp USD31.06 +14.1% 13 qtrs
55 SEI INVESTMENTS CO 895.1K +171.9K (+23.8%) 31.73M +4.8M (+17.8%) 0.16% +0.030 pp 0.03% +0.002 pp USD37.79 -6.2% 7 qtrs
56 INVESCO LTD. 889.3K +538.0K (+153.1%) 31.53M +18.4M (+140.9%) 0.16% +0.094 pp 0.00% +0.003 pp USD34.55 +2.6% 14 qtrs
57 ZEVENBERGEN CAPITAL INVESTMENTS LLC 863.6K -134.5K (-13.5%) 30.61M -6.6M (-17.7%) 0.15% -0.024 pp 0.68% -0.042 pp USD41.04 -13.6% 5 qtrs
58 FEDERATED HERMES, INC. 801.7K -60.3K (-7.0%) 28.42M -3.7M (-11.5%) 0.14% -0.011 pp 0.05% -0.009 pp USD38.55 -8.0% 4 qtrs
59 ENVESTNET ASSET MANAGEMENT INC 753.2K +243.6K (+47.8%) 26.70M +7.7M (+40.7%) 0.13% +0.042 pp 0.01% +0.003 pp USD36.75 -3.5% 11 qtrs
60 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 708.2K -133.7K (-15.9%) 25.10M -6.3M (-19.9%) 0.12% -0.024 pp 0.01% -0.005 pp USD45.82 -22.6% 11 qtrs
61 DIMENSIONAL FUND ADVISORS LP 666.6K +37.0K (+5.9%) 23.63M +181.5K (+0.8%) 0.12% +0.006 pp 0.01% 0.000 pp USD34.09 +4.0% 14 qtrs
62 SUMITOMO MITSUI TRUST HOLDINGS, INC. 631.5K +75.0K (+13.5%) 22.39M +1.7M (+8.0%) 0.11% +0.013 pp 0.01% +0.001 pp USD37.64 -5.8% 8 qtrs
63 NUVEEN, LLC 622.9K +88.6K (+16.6%) 22.08M +2.2M (+11.0%) 0.11% +0.015 pp 0.01% +0.001 pp USD38.69 -8.4% 3 qtrs
64 MARSHALL WACE, LLP 559.6K +164.8K (+41.7%) 19.84M +5.1M (+34.9%) 0.10% +0.029 pp 0.02% +0.003 pp USD37.23 -4.8% 17 qtrs
65 IEQ CAPITAL, LLC 559.4K -225.4K (-28.7%) 19.83M -9.4M (-32.2%) 0.10% -0.040 pp 0.06% -0.029 pp USD39.51 -10.3% 6 qtrs
66 EXCHANGE TRADED CONCEPTS, LLC 553.9K +42.5K (+8.3%) 19.63M +585.0K (+3.1%) 0.10% +0.007 pp 0.15% -0.013 pp USD26.89 +31.8% 15 qtrs
67 NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. 531.3K +531.3K (+100.0%) 18.83M +18.8M (+100.0%) 0.09% +0.093 pp 0.78% +0.780 pp USD35.45 +0.0% 1 qtrs NEW
68 SPENCE ASSET MANAGEMENT 510.8K -14.9K (-2.8%) 18.11M -1.5M (-7.5%) 0.09% -0.003 pp 3.70% -0.390 pp USD45.35 -21.8% 10 qtrs
69 POINT72 ASSET MANAGEMENT, L.P. 510.7K +438.8K (+610.1%) 18.10M +15.4M (+575.8%) 0.09% +0.077 pp 0.02% +0.016 pp USD35.70 -0.7% 2 qtrs
70 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 492.5K +81.9K (+19.9%) 17.46M +2.2M (+14.1%) 0.09% +0.014 pp 0.02% +0.002 pp USD36.58 -3.1% 8 qtrs
71 RHUMBLINE ADVISERS 481.0K +30.5K (+6.8%) 17.05M +269.7K (+1.6%) 0.08% +0.005 pp 0.01% +0.000 pp USD39.13 -9.4% 11 qtrs
72 RUSSELL INVESTMENTS GROUP, LTD. 479.2K +115.2K (+31.7%) 16.99M +3.4M (+25.3%) 0.08% +0.020 pp 0.02% +0.003 pp USD38.19 -7.2% 11 qtrs
73 SANDS CAPITAL VENTURES, LLC 466.2K -132.7K (-22.2%) 16.53M -5.8M (-25.9%) 0.08% -0.024 pp 3.19% -1.700 pp USD40.16 -11.7% 17 qtrs
74 VICTORY CAPITAL MANAGEMENT INC 461.7K +26.2K (+6.0%) 16.37M +146.4K (+0.9%) 0.08% +0.004 pp 0.01% 0.000 pp USD38.07 -6.9% 12 qtrs
75 JANE STREET GROUP, LLC 460.4K -4.4K (-0.9%) 16.32M -992.6K (-5.7%) 0.08% -0.001 pp 0.00% 0.000 pp USD42.53 -16.6% 6 qtrs
76 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 472.8K +59.3K (+14.4%) 16.04M +636.0K (+4.1%) 0.08% +0.010 pp 0.01% 0.000 pp USD36.38 -2.6% 10 qtrs
77 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 418.5K +53.2K (+14.6%) 14.84M +1.2M (+9.0%) 0.07% +0.009 pp 0.01% +0.000 pp USD42.74 -17.1% 6 qtrs
78 QUANTINNO CAPITAL MANAGEMENT LP 389.3K +33.7K (+9.5%) 13.80M +554.6K (+4.2%) 0.07% +0.006 pp 0.03% -0.008 pp USD39.28 -9.8% 5 qtrs
79 EXODUSPOINT CAPITAL MANAGEMENT, LP 383.4K +383.4K (+100.0%) 13.59M +13.6M (+100.0%) 0.07% +0.067 pp 0.11% +0.107 pp USD35.45 +0.0% 1 qtrs NEW
80 WALLEYE CAPITAL LLC 355.3K +299.2K (+533.3%) 12.60M +10.5M (+502.7%) 0.06% +0.052 pp 0.04% +0.031 pp USD36.35 -2.5% 12 qtrs
81 CITIGROUP INC 327.9K -89.8K (-21.5%) 11.62M -3.9M (-25.3%) 0.06% -0.016 pp 0.01% -0.002 pp USD38.62 -8.2% 16 qtrs
82 TWINBEECH CAPITAL LP 318.3K +318.3K (+100.0%) 11.28M +11.3M (+100.0%) 0.06% +0.056 pp 0.80% +0.802 pp USD35.45 +0.0% 3 qtrs
83 LPL FINANCIAL LLC 308.6K +119.1K (+62.9%) 10.94M +3.9M (+55.0%) 0.05% +0.021 pp 0.00% +0.001 pp USD31.80 +11.5% 15 qtrs
84 JPMORGAN CHASE & CO 308.4K -1.4M (-81.5%) 10.93M -51.1M (-82.4%) 0.05% -0.238 pp 0.00% -0.003 pp USD40.96 -13.5% 16 qtrs
85 BIENVILLE CAPITAL MANAGEMENT, LLC 306.8K -87.4K (-22.2%) 10.88M -3.8M (-25.9%) 0.05% -0.016 pp 1.73% -1.071 pp USD37.25 -4.8% 2 qtrs
86 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 302.7K -7.2K (-2.3%) 10.76M -782.2K (-6.8%) 0.05% -0.001 pp 0.02% -0.002 pp USD36.12 -1.9% 7 qtrs
87 ENSIGN PEAK ADVISORS, INC 297.0K -43.1K (-12.7%) 10.53M -2.1M (-16.9%) 0.05% -0.008 pp 0.02% -0.002 pp USD37.06 -4.3% 15 qtrs
88 CAPITAL FUND MANAGEMENT S.A. 294.9K -19.1K (-6.1%) 10.45M -1.2M (-10.6%) 0.05% -0.004 pp 0.03% -0.002 pp USD33.01 +7.4% 11 qtrs
89 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 295.5K +277.2K (+1,514.6%) 10.33M +9.6M (+1,357.8%) 0.05% +0.049 pp 0.01% +0.013 pp USD35.57 -0.3% 8 qtrs
90 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 286.7K -12.1K (-4.0%) 10.16M -965.3K (-8.7%) 0.05% -0.002 pp 0.16% -0.020 pp USD37.25 -4.8% 2 qtrs
91 VIDENT ADVISORY, LLC 283.0K +160.2K (+130.5%) 10.03M +5.5M (+119.4%) 0.05% +0.028 pp 0.09% +0.048 pp USD36.53 -3.0% 6 qtrs
92 RAYMOND JAMES FINANCIAL INC 282.4K +112.6K (+66.3%) 10.01M +3.7M (+58.2%) 0.05% +0.020 pp 0.00% +0.001 pp USD37.37 -5.1% 5 qtrs
93 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 281.5K +52.5K (+22.9%) 9.98M +1.5M (+17.0%) 0.05% +0.009 pp 0.07% +0.010 pp USD33.42 +6.1% 11 qtrs
94 LA BANQUE POSTALE ASSET MANAGEMENT SA 279.2K -34.7K (-11.1%) 9.90M -1.8M (-15.4%) 0.05% -0.006 pp 0.11% -0.029 pp USD41.95 -15.5% 5 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.08
Bearish
Ratio by volume
0.85
Neutral
Buys
8
Sells
100
Shares acquired
2.06M
Shares disposed
2.42M
Cash buys
Cash sales
100.00
Net activity
-360,270
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
2026-05-28 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 4,415 30.29 133.7K 333,722 I
2026-05-28 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 25,951 31.35 813.6K 153,828 I
2026-05-27 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 76,510 29.72 2.27M 368,327 I
2026-05-27 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 77,007 29.72 2.29M 214,685 I
2026-05-26 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 10,611 30.40 322.5K 504,445 I
2026-05-26 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 7,000 31.24 218.7K 4,600 I
2026-05-20 Eltoukhy Adam Officer S-Sale D Class A Common Stock 4,393 30.13 132.3K 469,385 D
2026-05-13 Kirchhoff Benjamin Louis Officer S-Sale D Class A Common Stock 2,554 27.47 70.2K 111,704 D
2026-05-13 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 89,107 27.48 2.45M 516,226 I
2026-05-13 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,500 27.83 41.7K 361,828 I
2026-05-12 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,000 29.17 29.2K 605,333 I
2026-05-12 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 116,525 28.57 3.33M 453,303 I
2026-05-09 Phillips Dominic Officer A-Award A Class A Common Stock 181,390 0.00 929,575 D
2026-05-09 Eltoukhy Adam Officer A-Award A Class A Common Stock 108,426 0.00 468,305 D
2026-05-09 Bicket John Director / Officer / 10% Owner A-Award A Class A Common Stock 136,566 0.00 552,111 D
2026-05-01 Phillips Dominic Officer S-Sale D Class A Common Stock 19,547 30.00 586.4K 462,801 D
2026-04-30 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 72,927 28.49 2.08M 723,087 I
2026-04-30 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 31 29.13 903.03 569,828 I
2026-04-29 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 65,466 29.05 1.90M 796,014 I
2026-04-29 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 21,689 29.04 629.8K 112,900 I
2026-04-28 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 200 30.24 6.0K 134,501 I
2026-04-28 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 68,586 29.49 2.02M 709,242 I
2026-04-20 Eltoukhy Adam Officer S-Sale D Class A Common Stock 5,373 30.67 164.8K 190,749 D
2026-04-15 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,226 27.96 62.2K 158,200 I
2026-04-15 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 25,716 27.66 711.2K 843,279 I
2026-04-14 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 860 27.34 23.5K 1,022,161 I
2026-04-14 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 10,600 26.80 284.1K 36,400 I
2026-04-13 Kirchhoff Benjamin Louis Officer S-Sale D Class A Common Stock 2,480 26.02 64.5K 114,258 D
2026-04-02 Phillips Dominic Officer A-Award A Class A Common Stock 285,384 0.00 748,185 D
2026-04-02 Eltoukhy Adam Officer A-Award A Class A Common Stock 169,230 0.00 359,879 D
2026-04-02 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 9,758 30.93 301.8K 1,139,679 I
2026-04-02 Bicket John Director / Officer / 10% Owner A-Award A Class A Common Stock 215,384 0.00 415,545 D
2026-04-01 Phillips Dominic Officer S-Sale D Class A Common Stock 20,139 31.81 640.7K 462,801 D
2026-04-01 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 3 32.28 96.84 203,500 I
2026-04-01 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 200 32.23 6.4K 203,500 I
2026-03-31 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 37,662 31.13 1.17M 1,309,394 I
2026-03-31 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 328 31.72 10.4K 47,000 I
2026-03-20 Eltoukhy Adam Officer S-Sale D Class A Common Stock 4,073 33.18 135.1K 192,049 D
2026-03-16 Phillips Dominic Officer F-InKind D Class A Common Stock 45,089 31.72 1.43M 462,801 D
2026-03-16 Eltoukhy Adam Officer F-InKind D Class A Common Stock 16,925 31.72 536.9K 190,649 D
2026-03-16 Chadwick Jonathan Director S-Sale D Class A Common Stock 10,000 31.93 319.3K 43,865 D
2026-03-13 Kirchhoff Benjamin Louis Officer S-Sale D Class A Common Stock 2,480 31.90 79.1K 116,738 D
2026-03-10 Phillips Dominic Officer F-InKind D Class A Common Stock 5,991 34.16 204.7K 556,560 D
2026-03-10 Kirchhoff Benjamin Louis Officer F-InKind D Class A Common Stock 2,695 34.16 92.1K 119,218 D
2026-03-10 Eltoukhy Adam Officer F-InKind D Class A Common Stock 6,904 34.16 235.8K 227,578 D
2026-03-06 Phillips Dominic Officer S-Sale D Class A Common Stock 17,808 31.73 565.1K 573,114 D
2026-03-05 Phillips Dominic Officer S-Sale D Class A Common Stock 17,808 30.00 534.2K 573,114 D
2026-02-20 Eltoukhy Adam Officer S-Sale D Class A Common Stock 4,188 26.70 111.8K 247,175 D
2026-02-17 Kirchhoff Benjamin Louis Officer S-Sale D Class A Common Stock 1,731 26.64 46.1K 121,913 D
2026-02-17 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 800 26.78 21.4K 57,600 I
2026-02-17 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 800 26.78 21.4K 57,600 I
2026-02-04 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 174,277 25.19 4.39M 1,346,000 I
2026-02-04 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 174,606 25.19 4.40M 1,346,000 I
2026-02-03 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 10,600 25.25 267.7K 68,200 I
2026-02-03 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 10,600 25.25 267.6K 68,200 I
2026-01-26 Kirchhoff Benjamin Louis Officer A-Award A Class A Common Stock 28,034 0.00 123,644 D
2026-01-20 Eltoukhy Adam Officer S-Sale D Class A Common Stock 863 33.69 29.1K 246,675 D
2026-01-20 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,327 33.38 44.3K 78,800 I
2026-01-20 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 9,300 32.68 303.9K 80,100 I
2026-01-15 Kirchhoff Benjamin Louis Officer S-Sale D Class A Common Stock 1,683 34.53 58.1K 95,610 D
2026-01-06 Biswas Sanjit Director / Officer / 10% Owner C-Conversion A Class A Common Stock 430,000 0.00 430,000 I
2026-01-06 Bicket John Director / Officer / 10% Owner C-Conversion A Class A Common Stock 430,000 0.00 430,000 I
2026-01-02 Phillips Dominic Officer S-Sale D Class A Common Stock 16,248 34.10 554.0K 575,214 D
2025-12-31 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,953 35.74 69.8K 0 I
2025-12-30 Kirchhoff Benjamin Louis Officer S-Sale D Class A Common Stock 1,683 36.13 60.8K 97,293 D
2025-12-30 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 70,047 35.96 2.52M 0 I
2025-12-30 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 7,576 35.90 272.0K 0 I
2025-12-29 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,000 36.32 217.9K 0 I
2025-12-29 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 56,850 36.27 2.06M 80,150 I
2025-12-26 Chadwick Jonathan Director S-Sale D Class A Common Stock 10,000 36.61 366.1K 43,865 D
2025-12-22 Eltoukhy Adam Officer S-Sale D Class A Common Stock 4,688 38.32 179.7K 246,675 D
2025-12-18 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 24,498 38.73 948.8K 127,000 I
2025-12-18 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 33,939 38.75 1.32M 137,000 I
2025-12-17 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 26,650 38.38 1.02M 27,350 I
2025-12-17 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 101,982 38.34 3.91M 172,018 I
2025-12-15 Phillips Dominic Officer S-Sale D Class A Common Stock 48,116 40.72 1.96M 573,114 D
2025-12-15 Eltoukhy Adam Officer S-Sale D Class A Common Stock 18,952 40.72 771.6K 246,675 D
2025-12-12 Biswas Sanjit Director / Officer / 10% Owner G-Gift D Class A Common Stock 590,909 0.00 254,000 I
2025-12-12 Bicket John Director / Officer / 10% Owner C-Conversion D Class B Common Stock 590,909 0.00 73,604,341 I
2025-12-10 Phillips Dominic Officer S-Sale D Class A Common Stock 8,231 44.46 366.0K 666,871 D
2025-12-10 Kirchhoff Benjamin Louis Officer S-Sale D Class A Common Stock 1,609 44.44 71.5K 98,976 D
2025-12-10 Eltoukhy Adam Officer S-Sale D Class A Common Stock 9,498 44.45 422.2K 283,602 D
2025-12-05 Phillips Dominic Officer S-Sale D Class A Common Stock 200 42.56 8.5K 701,573 D
2025-12-03 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 14,152 38.10 539.1K 44,952 I
2025-12-03 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 833 38.53 32.1K 218,173 I
2025-12-02 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,000 37.39 224.3K 12,000 I
2025-12-02 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 110,085 37.86 4.17M 245,088 I
2025-11-20 Eltoukhy Adam Officer S-Sale D Class A Common Stock 2,720 35.44 96.4K 304,745 D
2025-11-19 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 100 36.65 3.7K 171,952 I
2025-11-19 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 522 36.64 19.1K 355,173 I
2025-11-18 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 27,000 36.54 986.7K 81,000 I
2025-11-18 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 87,705 36.49 3.20M 404,468 I
2025-11-05 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 10,937 38.38 419.8K 298,952 I
2025-11-05 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 20,723 38.52 798.2K 492,173 I
2025-11-04 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,000 39.45 236.7K 24,000 I
2025-11-04 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 82,716 38.68 3.20M 546,457 I
2025-11-03 Phillips Dominic Officer S-Sale D Class A Common Stock 17,748 40.37 716.5K 684,025 D
2025-10-21 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,359 38.23 90.2K 30,000 I
2025-10-21 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,648 38.21 101.2K 30,000 I
2025-10-20 Eltoukhy Adam Officer S-Sale D Class A Common Stock 4,767 37.16 177.1K 302,698 D
2025-10-07 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 20,375 38.30 780.4K 168,625 I
2025-10-07 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 78,290 37.81 2.96M 824,883 I
2025-10-01 Phillips Dominic Officer S-Sale D Class A Common Stock 3,070 38.25 117.4K 683,425 D
2025-09-29 Kirchhoff Benjamin Louis Officer S-Sale D Class A Common Stock 4,933 37.47 184.8K 100,585 D
2025-09-25 Bicket John Director / Officer / 10% Owner C-Conversion A Class A Common Stock 513,000 0.00 1,416,173 I
2025-09-24 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 24,184 37.54 907.8K 682,358 I
2025-09-24 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 3,592 38.20 137.2K 903,173 I
2025-09-23 Biswas Sanjit Director / Officer / 10% Owner G-Gift D Class A Common Stock 513,000 0.00 706,542 I
2025-09-23 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 27,000 39.04 1.05M 189,000 I
2025-09-22 Eltoukhy Adam Officer S-Sale D Class A Common Stock 4,767 39.40 187.8K 302,698 D
2025-09-15 Phillips Dominic Officer S-Sale D Class A Common Stock 26,249 39.44 1.04M 683,425 D
2025-09-15 Eltoukhy Adam Officer S-Sale D Class A Common Stock 7,862 38.77 304.8K 313,055 D
2025-09-15 Chadwick Jonathan Director S-Sale D Class A Common Stock 5,600 38.86 217.6K 60,765 D
2025-09-10 Phillips Dominic Officer S-Sale D Class A Common Stock 8,457 38.14 322.6K 777,181 D
2025-09-10 Kirchhoff Benjamin Louis Officer S-Sale D Class A Common Stock 1,772 38.13 67.6K 105,518 D
2025-09-10 Eltoukhy Adam Officer S-Sale D Class A Common Stock 9,758 38.14 372.2K 339,624 D
2025-09-09 Andreessen Marc L Director S-Sale D Class A Common Stock 18,163 38.79 704.5K 3,308 I
2025-09-09 Andreessen Horowitz LSV Fund III, L.P. 10% Owner S-Sale D Class A Common Stock 11,860 37.91 449.6K 21,471 I
2025-09-09 Andreessen Horowitz LSV Fund I, L.P. 10% Owner S-Sale D Class A Common Stock 18,163 38.79 704.5K 3,308 I
2025-09-09 AH Parallel Fund IV, L.P. 10% Owner S-Sale D Class A Common Stock 18,163 38.79 704.5K 3,308 I
2025-09-08 Andreessen Marc L Director J-Other A Class A Common Stock 900,460 0.00 4,512,974 I
2025-09-08 Andreessen Horowitz LSV Fund III, L.P. 10% Owner J-Other D Class A Common Stock 2,573,745 0.00 257,000 I
2025-09-08 Andreessen Horowitz LSV Fund I, L.P. 10% Owner J-Other D Class A Common Stock 994,899 0.00 0 I
2025-09-08 AH Parallel Fund IV, L.P. 10% Owner C-Conversion A Class A Common Stock 10,949,014 0.00 10,949,014 I
2025-09-05 Phillips Dominic Officer S-Sale D Class A Common Stock 1,400 42.51 59.5K 793,735 D
2025-09-03 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 30,145 35.57 1.07M 597,902 I
2025-09-03 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 40,320 35.61 1.44M 984,347 I
2025-09-02 Steele Gary Director A-Award A Class A Common Stock 14,088 0.00 14,088 D
2025-09-02 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,000 35.56 213.4K 48,000 I
2025-09-02 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 89,950 35.34 3.18M 1,031,397 I
2025-09-01 Steele Gary 0 0.00 0
2025-08-29 Kirchhoff Benjamin Louis Officer A-Award A Class A Common Stock 107,290 0.00 107,290 D
2025-08-20 Eltoukhy Adam Officer S-Sale D Class A Common Stock 4,578 32.73 149.8K 358,720 D
2025-08-20 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 54,858 32.59 1.79M 724,902 I
2025-08-20 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,172 33.08 38.8K 1,121,347 I
2025-08-19 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,000 33.90 203.4K 54,000 I
2025-08-19 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 714 34.06 24.3K 245,431 I
2025-08-06 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 27,602 36.20 999.1K 851,902 I
2025-08-06 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 37,632 36.15 1.36M 1,258,347 I
2025-08-05 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,740 37.40 65.1K 60,000 I
2025-08-05 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 89,906 36.08 3.24M 1,305,441 I
2025-08-01 Phillips Dominic Officer S-Sale D Class A Common Stock 17,193 35.96 618.2K 794,335 D
2025-07-29 WAGNER SUSAN Director A-Award A Class A Common Stock 6,371 0.00 452,412 D
2025-07-29 LIVERMORE ANN M Director A-Award A Class A Common Stock 6,371 0.00 237,403 D
2025-07-29 Henry Alyssa Director A-Award A Class A Common Stock 6,371 0.00 20,432 D
2025-07-29 Chadwick Jonathan Director A-Award A Class A Common Stock 6,371 0.00 43,865 D
2025-07-29 Bluedorn Todd M Director A-Award A Class A Common Stock 6,371 0.00 28,817 D
2025-07-29 BOSTROM SUSAN L Director A-Award A Class A Common Stock 6,371 0.00 217,403 D
2025-07-23 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 12,957 38.29 496.1K 1,001,787 I
2025-07-23 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 32,896 38.83 1.28M 1,395,347 I
2025-07-22 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,000 37.93 227.6K 66,000 I
2025-07-22 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 91,048 37.87 3.45M 1,441,299 I
2025-07-21 Eltoukhy Adam Officer S-Sale D Class A Common Stock 7,796 38.60 300.9K 361,007 D
2025-07-09 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 45,736 39.18 1.79M 1,105,902 I
2025-07-09 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 56,113 39.22 2.20M 1,532,347 I
2025-07-08 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,000 38.89 233.4K 72,000 I
2025-07-08 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 80,887 38.69 3.13M 1,588,460 I
2025-07-01 Phillips Dominic Officer S-Sale D Class A Common Stock 10,860 38.96 423.1K 801,208 D
2025-06-27 Eltoukhy Adam Officer S-Sale D Class A Common Stock 6,816 39.66 270.4K 361,987 D
2025-06-25 Biswas Sanjit Director / Officer / 10% Owner C-Conversion D Class B Common Stock 419,064 0.00 76,513,587 I
2025-06-25 Bicket John Director / Officer / 10% Owner C-Conversion D Class B Common Stock 1,669,347 0.00 74,708,250 I
2025-06-24 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,000 39.30 235.8K 78,000 I
2025-06-24 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 137,000 39.42 5.40M 0 I
2025-06-16 Phillips Dominic Officer S-Sale D Class A Common Stock 47,334 39.21 1.86M 793,735 D
2025-06-16 Eltoukhy Adam Officer S-Sale D Class A Common Stock 18,643 39.21 731.0K 358,720 D
2025-06-16 Chadwick Jonathan Director S-Sale D Class A Common Stock 22,500 39.07 879.0K 37,494 D
2025-06-11 Kirchhoff Benjamin Louis 0 0.00 0
2025-06-10 Phillips Dominic Officer A-Award A Class A Common Stock 539 35.65 19.2K 904,047 D
2025-06-10 Eltoukhy Adam Officer S-Sale D Class A Common Stock 1,650 40.43 66.7K 404,447 D
2025-06-10 Andreessen Marc L Director S-Sale D Class A Common Stock 27,802 41.65 1.16M 0 I
2025-06-10 Andreessen Horowitz LSV Fund III, L.P. 10% Owner S-Sale D Class A Common Stock 33,022 41.13 1.36M 27,802 I
2025-06-10 Andreessen Horowitz LSV Fund I, L.P. 10% Owner S-Sale D Class A Common Stock 27,802 41.65 1.16M 0 I
2025-06-10 AH Parallel Fund IV, L.P. 10% Owner S-Sale D Class A Common Stock 107,015 41.13 4.40M 90,098 I
2025-06-09 Andreessen Marc L Director J-Other A Class A Common Stock 84,918 0.00 84,918 I
2025-06-09 Andreessen Horowitz LSV Fund III, L.P. 10% Owner C-Conversion D Class B Common Stock 1,989,800 0.00 994,899 I
2025-06-09 Andreessen Horowitz LSV Fund I, L.P. 10% Owner J-Other D Class A Common Stock 3,995,652 0.00 0 I
2025-06-09 AH Parallel Fund IV, L.P. 10% Owner C-Conversion D Class B Common Stock 21,898,032 0.00 10,949,014 I
2025-06-06 Phillips Dominic Officer S-Sale D Class A Common Stock 1,973 42.92 84.7K 922,069 D
2025-06-04 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 23,605 46.38 1.09M 731,789 I
2025-06-04 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 33,713 46.46 1.57M 30,745 I
2025-06-03 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 100 46.70 4.7K 84,000 I
2025-06-03 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 26,720 46.07 1.23M 378,280 I
2025-05-22 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 40,626 46.21 1.88M 860,689 I
2025-05-22 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 11,289 46.42 524.1K 167,745 I
2025-05-21 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,692 47.16 315.6K 405,000 I
2025-05-21 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 26,769 46.02 1.23M 242,015 I
2025-05-20 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,000 47.32 283.9K 90,000 I
2025-05-20 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 12,187 47.32 576.7K 419,813 I
2025-05-08 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 21,735 42.98 934.1K 985,789 I
2025-05-08 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 7,144 43.50 310.8K 304,745 I
2025-05-07 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 54,988 41.79 2.30M 1,007,524 I
2025-05-07 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 54,892 41.79 2.29M 336,000 I
2025-05-06 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 16,121 41.28 665.4K 442,879 I
2025-05-06 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 100 41.70 4.2K 441,722 I
2025-05-01 Phillips Dominic Officer S-Sale D Class A Common Stock 3,064 40.78 125.0K 903,508 D
2025-04-22 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 90,588 34.79 3.15M 1,149,201 I
2025-04-22 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,000 34.77 208.6K 102,000 I
2025-04-08 Biswas Sanjit Director / Officer / 10% Owner S-Sale D Class A Common Stock 65,669 34.56 2.27M 1,301,120 I
2025-04-08 Bicket John Director / Officer / 10% Owner S-Sale D Class A Common Stock 77,332 34.57 2.67M 638,413 I
2025-04-03 Phillips Dominic Officer A-Award A Class A Common Stock 264,866 0.00 903,508 D

Executive team

Top executives
EBIT / Employee
-15.0K
Shares Outstanding
573.58M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Dominic Phillips EVP, Chief Financial Officer 496.2K 19.73M 440.5K 14.5K 20.68M 95.40%
2 2025 Sanjit Biswas Chief Executive Officer 49.6K 19.73M 44.1K 1.5K 19.83M 99.52%
3 2025 Lara Caimi EVP, President of Worldwide Field Operations 595.4K 7.89M 528.6K 18.9K 9.04M 87.35%
4 2025 Adam Eltoukhy EVP, Chief Legal Officer and Corporate Secretary 434.0K 5.43M 192.6K 20.8K 6.07M 89.34%
5 2025 John Bicket EVP, Chief Technology Officer 49.6K 5.43M 44.1K 3.0K 5.52M 98.25%
6 2024 Lara Caimi EVP, President of Worldwide Field Operations 341.0K 22.75M 377.0K 3.2K 23.47M 96.93%
7 2024 Kiren Sekar EVP, Chief Product Officer 380.4K 19.52M 209.8K 19.1K 20.13M 96.97%
8 2024 Sanjit Biswas Chief Executive Officer 50.6K 18.25M 56.0K 1.5K 18.36M 99.41%
9 2024 Dominic Phillips EVP, Chief Financial Officer 430.5K 6.84M 332.4K 14.1K 7.62M 89.80%
10 2024 Adam Eltoukhy EVP, Chief Legal Officer and Corporate Secretary 355.3K 5.70M 195.9K 14.0K 6.27M 90.98%
11 2024 Andy McCall Former EVP, Chief Revenue Officer 206.5K 5.13M 205.0K 13.7K 5.56M 92.35%
12 2024 John Bicket EVP, Chief Technology Officer 50.6K 2.85M 56.0K 8.1K 2.97M 96.13%
13 2023 Sanjit Biswas Chief Executive Officer 51.5K 10.01M 47.6K 2.1K 10.12M 99.00%
14 2023 Dominic Phillips EVP, Chief Financial Officer 414.7K 4.78M 277.2K 12.8K 5.48M 87.14%
15 2023 Andy McCall EVP, Chief Revenue Officer 396.2K 3.82M 378.4K 12.8K 4.61M 82.92%
16 2023 Andy McCall Former EVP, Chief Revenue Officer 396.2K 3.82M 378.4K 12.8K 4.61M 82.92%
17 2023 John Bicket EVP, Chief Technology Officer 51.2K 3.05M 47.6K 6.2K 3.15M 96.67%
18 2023 Adam Eltoukhy EVP, Chief Legal Officer and Corporate Secretary 338.9K 2.08M 131.9K 12.8K 2.57M 81.17%
19 2023 Adam Eltoukhy VP, General Counsel and Corporate Secretary 338.9K 2.08M 131.9K 12.8K 2.57M 81.17%
20 2022 Dominic Phillips EVP, Chief Financial Officer 398.5K 5.71M 376.1K 16.0K 6.50M 87.83%
21 2022 Adam Eltoukhy EVP, Chief Legal Officer and Corporate Secretary 320.7K 3.05M 135.6K 15.5K 3.52M 86.60%
22 2022 Adam Eltoukhy VP, General Counsel and Corporate Secretary 320.7K 3.05M 135.6K 15.5K 3.52M 86.60%
23 2022 Sanjit Biswas Chief Executive Officer 448.3K 604.5K 7.3K 1.06M 0.00%
24 2021 Sanjit Biswas Chief Executive Officer 269.5K 16.82M 12.45M 192.4K 8.0K 29.74M 98.42%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 SD
2026-05-28 4
2026-05-28 4
2026-05-21 4
2026-05-15 SC 13G
2026-05-14 SC 13G/A
2026-05-14 4
2026-05-14 4
2026-05-14 4
2026-05-12 SC 13G/A

Executive team

NameTitleCompensationGender
Dominic Phillips Executive Vice President & Chief Financial Officer 951.2K male
Adam Eltoukhy Executive Vice President, Chief Legal Officer & Corporate Secretary 647.4K male
John Bicket Co-Founder, Executive Vice President, Chief Technology Officer & Director 96.7K male
Sanjit Biswas Co-Founder, Chief Executive Officer & Chairman 95.2K male
Mike Chang Vice President of Corporate Development & Investor Relations male
Stephen Franchetti Chief Information Officer male
Steve Pickle Chief People Officer male
Ben Kirchhoff Chief Accounting Officer male
Benjamin Calderon Executive Vice President and Chief Technology Officer of Hardware & Operations male
Meagen Eisenberg Chief Marketing Officer female
ESG Rating
B
SOFTWARE - INFRASTRUCTURE
Rank: 98 out of 162
2026
E (Environmental)
85.9 / 65.1
Company / Sector avg.
S (Social)
45.0 / 63.5
Company / Sector avg.
G (Governance)
55.4 / 65.6
Company / Sector avg.
ESG Total
62.1 / 64.7
Company / Sector avg.
ESG Score History SOFTWARE - INFRASTRUCTURE
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
2025-10-17 2025-11-14 Ro Khanna CA17 Purchase $1,001 - $15,000
2023-07-12 2023-08-13 Daniel Goldman NY10 Sale $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