Samsara Inc. (IOT)
San Francisco, CA, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.11% | +9.89% | +15.07% | +22.73% | -13.51% | -0.68% | -24.65% | +29.40% | +42.55% | +42.55% | +42.55% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 15 | 0 |
| Hold | 5 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* 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.
| 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 — |
Insider Activity
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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