Kura Sushi USA, Inc. (KRUS)
Irvine, CA, US
Kura Sushi USA, Inc. manages a chain of technology-enhanced Japanese restaurants throughout the United States. These eateries offer Japanese cuisine primarily through their signature "Kura Experience," an engaging revolving sushi service. As of August 31, 2021, the company operated 33 restaurants in nine states and the District of Columbia. Established in 2008, with its main office in Irvine, California, the organization officially changed its name to Kura Sushi USA, Inc. in October 2017, having formerly been Kula Sushi USA, Inc. It functions as a subsidiary of Kura Sushi, Inc.
6 articles
- Kura Sushi Posts Weak Q3 Sales, Joins FuelCell Energy And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session Benzinga
- Kura Sushi (KRUS) Q3 Earnings Top Estimates Zacks Investment Research
- Kura Sushi USA, Inc. (KRUS) Q3 2026 Earnings Call Transcript Seeking Alpha
- Kura Sushi USA Q3 Earnings Call Highlights MarketBeat
- Kura Sushi USA Announces Fiscal Third Quarter 2026 Financial Results GlobeNewsWire
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.89% | +2.65% | +2.03% | -20.22% | +14.37% | +7.38% | -14.94% | -32.48% | +36.65% | +186.54% | +186.54% |
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
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 7 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
83.00
+61.7%
|
| Last Year | 8 |
73.63
+43.5%
|
| All Time | 27 |
85.70
+67.0%
|
-
Revenue growth Restaurants: +7.4%+18.9% ★ Q2'26: +16.2% (vs Q2'25)
-
EPS growth Restaurants: +14.8%+79.8% ★ Q2'26: -34.6% (vs Q2'25)
-
FCF margin FCF growth · Restaurants: +21.6%+1.9% Q2'26: -4.3% (vs Q2'25)
-
EBIT margin Restaurants: +6.1%-0.6% Q2'26: +0.6% (vs Q2'25)
-
ROIC Restaurants: +6.2%-0.5% Q2'26: +0.4% (vs Q2'25)
-
Share dilution Restaurants: +0.0%+6.4% Q2'26: +0.4% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×13.73× Q2'26: 109.68× (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 |
Aug 2019 actual |
Aug 2020 actual |
Aug 2021 actual |
Aug 2022 actual |
Aug 2023 actual |
Aug 2024 actual |
Aug 2025 actual |
Aug 2026 8 Rev. Ana. 4 EPS Ana. |
Aug 2027 8 Rev. Ana. 4 EPS Ana. |
Aug 2028 3 Rev. Ana. 1 EPS Ana. |
Aug 2029 1 Rev. Ana. 1 EPS Ana. |
Aug 2030 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
64.25M
est: 63.96M (+0.4%)
|
45.17M
est: 46.99M (-3.9%)
|
64.89M
est: 62.00M (+4.7%)
|
141.09M
est: 140.69M (+0.3%)
|
187.43M
est: 188.17M (-0.4%)
|
237.86M
est: 235.88M (+0.8%)
|
282.76M
est: 281.74M (+0.4%)
|
330.74M
329.16M – 333.17M
+17.4% YoY
|
390.81M
385.22M – 399.81M
+18.2% YoY
|
462.24M
462.24M – 462.24M
+18.3% YoY
|
555.60M
548.94M – 563.33M
+20.2% YoY
|
648.80M
641.02M – 657.83M
+16.8% YoY
|
| EBITDA |
3.88M
est: 672.1K (+476.8%)
|
-12.89M
est: 493.8K (-2,710.0%)
|
-9.57M
est: 651.5K (-1,569.4%)
|
5.01M
est: 1.48M (+238.9%)
|
9.64M
est: 1.98M (+387.3%)
|
3.20M
est: -158.3K (+2,119.5%)
|
12.39M
est: -189.1K (+6,651.1%)
|
-222.0K
-223.6K – -220.9K
-17.4% YoY
|
-262.3K
-268.3K – -258.5K
-18.2% YoY
|
-310.2K
-310.2K – -310.2K
-18.3% YoY
|
-372.9K
-378.1K – -368.4K
-20.2% YoY
|
-435.4K
-441.5K – -430.2K
-16.8% YoY
|
| EBIT |
1.71M
est: -3.33M (+151.5%)
|
-16.05M
est: -2.44M (-556.7%)
|
-9.97M
est: -3.22M (-209.2%)
|
-603.0K
est: -7.32M (+91.8%)
|
1.80M
est: -9.79M (+118.4%)
|
-8.59M
est: -8.98M (+4.3%)
|
-1.66M
est: -10.72M (+84.5%)
|
-12.59M
-12.68M – -12.53M
-17.4% YoY
|
-14.87M
-15.21M – -14.66M
-18.2% YoY
|
-17.59M
-17.59M – -17.59M
-18.3% YoY
|
-21.14M
-21.44M – -20.89M
-20.2% YoY
|
-24.69M
-25.03M – -24.39M
-16.8% YoY
|
| Net Income |
1.46M
est: 2.59M (-43.8%)
|
-17.36M
est: -21.93M (+20.8%)
|
-10.30M
est: -26.81M (+61.6%)
|
-764.0K
est: -2.72M (+71.9%)
|
1.50M
est: 1.48M (+1.7%)
|
-8.80M
est: -3.64M (-142.1%)
|
-1.90M
est: -2.53M (+24.7%)
|
-1.80M
-1.83M – -1.77M
+28.7% YoY
|
3.63M
1.87M – 3.73M
+301.2% YoY
|
6.07M
5.97M – 6.17M
+67.3% YoY
|
9.77M
9.62M – 9.95M
+60.9% YoY
|
15.97M
15.72M – 16.26M
+63.4% YoY
|
| SGA |
7.75M
est: 10.54M (-26.5%)
|
12.06M
est: 7.75M (+55.7%)
|
15.70M
est: 10.22M (+53.6%)
|
22.29M
est: 23.19M (-3.9%)
|
28.04M
est: 31.02M (-9.6%)
|
39.05M
est: 39.97M (-2.3%)
|
37.75M
est: 47.74M (-20.9%)
|
56.04M
55.77M – 56.45M
+17.4% YoY
|
66.22M
65.27M – 67.74M
+18.2% YoY
|
78.32M
78.32M – 78.32M
+18.3% YoY
|
94.14M
93.01M – 95.45M
+20.2% YoY
|
109.93M
108.61M – 111.46M
+16.8% YoY
|
| EPS |
0.28
est: 0.22 (+28.7%)
|
-2.08
est: -1.84 (-13.0%)
|
-1.21
est: -2.25 (+46.2%)
|
-0.08
est: -0.23 (+65.5%)
|
0.15
est: 0.12 (+21.0%)
|
-0.79
est: -0.30 (-159.2%)
|
-0.16
est: -0.21 (+24.5%)
|
-0.15
-0.15 – -0.15
+28.7% YoY
|
0.24
0.16 – 0.31
+258.4% YoY
|
0.51
0.50 – 0.52
+112.6% YoY
|
0.82
0.81 – 0.83
+61.1% YoY
|
1.34
1.32 – 1.36
+63.4% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-27 | TD Cowen | Hold | Hold | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-27 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-26 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-22 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-21 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-20 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-19 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-18 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-15 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-14 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-13 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-12 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-11 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-08 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-07 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-06 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-05 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-04 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-01 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-30 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-29 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-28 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-27 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-24 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-22 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-20 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-17 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-16 | C- | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 |
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 | Inc. | 5.00M | 60.00% | 5.00M | — | 5.00M | — | CO | Japan | 2020-02-14 | ↗ |
| 2 | SI Holdings Inc. | 896.1K | 10.30% | 896.1K | — | — | 896.1K | HC | Arkansas | 2022-03-08 | ↗ |
| 3 | Stephens Financial Services LLC | 896.1K | 10.30% | 896.1K | — | — | 896.1K | HC | Arkansas | 2022-03-08 | ↗ |
| 4 | Stephens Inc. | 896.1K | 10.30% | 896.1K | — | — | 896.1K | IA | Arkansas | 2022-03-08 | ↗ |
| 5 | Warren A. Stephens | 896.1K | 10.30% | 896.1K | — | — | 896.1K | HC | Arkansas | 2022-03-08 | ↗ |
| 6 | Abigail P. Johnson | 725.5K | 7.14% | — | — | 725.5K | — | IN | United States of America | 2024-02-09 | ↗ |
| 7 | FMR LLC | 725.5K | 7.14% | 723.7K | — | 725.5K | — | HC | Delaware | 2024-02-09 | ↗ |
| 8 | Jerry N. Carr | 500.0K | 5.70% | — | 500.0K | — | 500.0K | IN | — | 2022-02-04 | ↗ |
| 9 | Rebecca C. Carr | 500.0K | 5.70% | — | 500.0K | — | 500.0K | IN | — | 2022-02-04 | ↗ |
| 10 | 10. | 430.2K | 5.90% | 430.2K | — | — | 430.2K | HC, IN | Arkansas | 2020-02-14 | ↗ |
| 11 | Daniel Lascano | 394.9K | 5.40% | — | 394.9K | — | — | HC, IN | Delaware | 2020-02-14 | ↗ |
| 12 | Lomas Capital Management LLC | 394.9K | 5.40% | — | 394.9K | — | — | IA, OO | Delaware | 2020-02-14 | ↗ |
| 13 | Pacifica Capital Investments | 326.5K | 3.90% | 326.5K | — | 326.5K | — | IA | Texas United States | 2021-02-16 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | STEPHENS INC /AR/ | 839.3K +111.5K (+15.3%) | 43.92M +682.0K (+1.6%) | 6.93% +0.908 pp | 0.55% -0.005 pp | USD40.70 +28.6% | 26 qtrs — |
| 2 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 787.1K +116.1K (+17.3%) | 41.19M +1.3M (+3.3%) | 6.50% +0.947 pp | 1.76% +0.132 pp | USD64.03 -18.3% | 7 qtrs — |
| 3 | HOOD RIVER CAPITAL MANAGEMENT LLC | 589.5K +244.5K (+70.9%) | 30.85M +10.4M (+50.5%) | 4.87% +2.013 pp | 0.34% +0.096 pp | USD72.08 -27.4% | 6 qtrs — |
| 4 | 12 WEST CAPITAL MANAGEMENT LP | 541.4K -15.0K (-2.7%) | 28.33M -4.7M (-14.3%) | 4.47% -0.133 pp | 3.37% -0.055 pp | USD91.28 -42.7% | 12 qtrs — |
| 5 | BLACKROCK, INC. | 490.5K +10.0K (+2.1%) | 25.67M -2.9M (-10.1%) | 4.05% +0.074 pp | 0.00% 0.000 pp | USD79.18 -33.9% | 6 qtrs — |
| 6 | FMR LLC | 429.3K +8.7K (+2.1%) | 22.47M -2.5M (-10.1%) | 3.54% +0.065 pp | 0.00% 0.000 pp | USD77.58 -32.5% | 17 qtrs — |
| 7 | VANGUARD GROUP INC | 382.2K +9.9K (+2.7%) | 20.00M -2.1M (-9.6%) | 3.16% +0.075 pp | 0.00% +0.000 pp | USD52.85 -1.0% | 26 qtrs — |
| 8 | BALYASNY ASSET MANAGEMENT L.P. | 366.8K +366.8K (+100.0%) | 19.19M +19.2M (+100.0%) | 3.03% +3.029 pp | 0.02% +0.024 pp | USD52.33 +0.0% | 9 qtrs — |
| 9 | AMERIPRISE FINANCIAL INC | 297.3K +128.4K (+76.0%) | 15.56M +5.5M (+55.1%) | 2.46% +1.058 pp | 0.00% +0.001 pp | USD64.50 -18.9% | 15 qtrs — |
| 10 | TWO SIGMA INVESTMENTS, LP | 222.1K -1.6K (-0.7%) | 11.62M -1.7M (-12.6%) | 1.83% -0.017 pp | 0.02% -0.003 pp | USD63.50 -17.6% | 14 qtrs — |
| 11 | PORTOLAN CAPITAL MANAGEMENT, LLC | 190.8K +23.4K (+14.0%) | 9.98M +38.6K (+0.4%) | 1.58% +0.190 pp | 0.53% -0.003 pp | USD78.86 -33.6% | 20 qtrs — |
| 12 | MILLENNIUM MANAGEMENT LLC | 168.8K +157.6K (+1,404.2%) | 8.83M +8.2M (+1,225.0%) | 1.39% +1.301 pp | 0.00% +0.003 pp | USD54.66 -4.3% | 19 qtrs — |
| 13 | TWO SIGMA ADVISERS, LP | 164.4K +87.9K (+114.9%) | 8.60M +4.1M (+89.3%) | 1.36% +0.725 pp | 0.02% +0.008 pp | USD56.91 -8.0% | 17 qtrs — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 162.9K -1.6K (-1.0%) | 8.52M -1.3M (-12.8%) | 1.34% -0.016 pp | 0.00% 0.000 pp | USD61.58 -15.0% | 17 qtrs — |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 154.0K +2.2K (+1.5%) | 8.06M -956.5K (-10.6%) | 1.27% +0.016 pp | 0.00% 0.000 pp | USD52.94 -1.2% | 26 qtrs — |
| 16 | — | 153.6K +153.6K (+100.0%) | 8.04M +8.0M (+100.0%) | 1.27% +1.268 pp | 2.81% +2.808 pp | USD52.33 +0.0% | 1 qtrs NEW |
| 17 | FRED ALGER MANAGEMENT, LLC | 145.5K -91.8K (-38.7%) | 7.61M -6.5M (-46.0%) | 1.20% -0.762 pp | 0.03% -0.025 pp | USD88.80 -41.1% | 14 qtrs — |
| 18 | STATE STREET CORP | 139.4K +2.1K (+1.5%) | 7.30M -864.9K (-10.6%) | 1.15% +0.015 pp | 0.00% +0.000 pp | USD56.85 -8.0% | 25 qtrs — |
| 19 | UBS GROUP AG | 138.4K -8.4K (-5.7%) | 7.24M -1.5M (-17.0%) | 1.14% -0.072 pp | 0.00% 0.000 pp | USD77.42 -32.4% | 26 qtrs — |
| 20 | JPMORGAN CHASE & CO | 127.4K +124.3K (+3,921.5%) | 6.67M +6.5M (+3,442.2%) | 1.05% +1.026 pp | 0.00% +0.000 pp | USD52.73 -0.8% | 26 qtrs — |
| 21 | WASATCH ADVISORS LP | 126.4K -11.5K (-8.3%) | 6.61M -1.6M (-19.3%) | 1.04% -0.097 pp | 0.04% -0.005 pp | USD58.89 -11.1% | 12 qtrs — |
| 22 | MEROS INVESTMENT MANAGEMENT, LP | 126.3K +126.3K (+100.0%) | 6.61M +6.6M (+100.0%) | 1.04% +1.043 pp | 2.62% +2.620 pp | USD52.33 +0.0% | 1 qtrs NEW |
| 23 | GRANITE INVESTMENT PARTNERS, LLC | 109.3K -6.8K (-5.8%) | 5.72M -1.2M (-17.1%) | 0.90% -0.058 pp | 0.34% -0.053 pp | USD89.22 -41.3% | 11 qtrs — |
| 24 | VERITION FUND MANAGEMENT LLC | 103.3K +94.7K (+1,104.0%) | 5.41M +4.9M (+960.5%) | 0.85% +0.782 pp | 0.02% +0.019 pp | USD55.05 -4.9% | 7 qtrs — |
| 25 | MAVERICK CAPITAL LTD | 101.3K +101.3K (+100.0%) | 5.30M +5.3M (+100.0%) | 0.84% +0.836 pp | 0.06% +0.057 pp | USD52.33 +0.0% | 3 qtrs — |
| 26 | SEGALL BRYANT & HAMILL, LLC | 99.3K +4.5K (+4.7%) | 5.20M -437.6K (-7.8%) | 0.82% +0.035 pp | 0.07% -0.005 pp | USD98.05 -46.6% | 8 qtrs — |
| 27 | NORTHERN TRUST CORP | 97.8K -13.8K (-12.3%) | 5.12M -1.5M (-22.8%) | 0.81% -0.116 pp | 0.00% 0.000 pp | USD71.28 -26.6% | 26 qtrs — |
| 28 | LAZARD ASSET MANAGEMENT LLC | 88.9K +14.9K (+20.1%) | 4.65M +254.1K (+5.8%) | 0.73% +0.122 pp | 0.01% +0.002 pp | USD64.47 -18.8% | 9 qtrs — |
| 29 | RANGER INVESTMENT MANAGEMENT, L.P. | 85.1K -70.1K (-45.2%) | 4.45M -4.8M (-51.7%) | 0.70% -0.582 pp | 0.31% -0.337 pp | USD63.76 -17.9% | 18 qtrs — |
| 30 | BANK OF AMERICA CORP /DE/ | 77.8K +72.1K (+1,282.9%) | 4.07M +3.7M (+1,118.1%) | 0.64% +0.596 pp | 0.00% +0.000 pp | USD55.07 -5.0% | 26 qtrs — |
| 31 | ROYCE & ASSOCIATES LP | 71.0K -11.5K (-13.9%) | 3.72M -1.2M (-24.2%) | 0.59% -0.096 pp | 0.04% -0.011 pp | USD67.61 -22.6% | 9 qtrs — |
| 32 | GOLDMAN SACHS GROUP INC | 67.3K -49.8K (-42.5%) | 3.52M -3.4M (-49.4%) | 0.56% -0.413 pp | 0.00% 0.000 pp | USD73.22 -28.5% | 19 qtrs — |
| 33 | RUSSELL INVESTMENTS GROUP, LTD. | 65.3K -32.7K (-33.4%) | 3.42M -2.4M (-41.3%) | 0.54% -0.271 pp | 0.00% -0.003 pp | USD77.15 -32.2% | 22 qtrs — |
| 34 | MORGAN STANLEY | 61.2K +26.2K (+75.1%) | 3.20M +1.1M (+54.2%) | 0.51% +0.216 pp | 0.00% +0.000 pp | USD62.02 -15.6% | 26 qtrs — |
| 35 | MARSHALL WACE, LLP | 60.6K -226.5K (-78.9%) | 3.17M -13.9M (-81.4%) | 0.50% -1.875 pp | 0.00% -0.014 pp | USD79.98 -34.6% | 18 qtrs — |
| 36 | MOODY NATIONAL BANK TRUST DIVISION | 55.6K +9.5K (+20.7%) | 2.91M +173.1K (+6.3%) | 0.46% +0.078 pp | 0.28% +0.049 pp | USD63.10 -17.1% | 7 qtrs — |
| 37 | SQUAREPOINT OPS LLC | 55.2K +55.2K (+100.0%) | 2.89M +2.9M (+100.0%) | 0.46% +0.456 pp | 0.00% +0.003 pp | USD52.33 +0.0% | 8 qtrs — |
| 38 | OPHIR ASSET MANAGEMENT PTY LTD | 55.2K -180.1K (-76.5%) | 2.89M -11.1M (-79.3%) | 0.46% -1.491 pp | 0.32% -1.402 pp | USD86.31 -39.4% | 9 qtrs — |
| 39 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 53.2K -38.0 (-0.1%) | 2.78M -378.7K (-12.0%) | 0.44% -0.001 pp | 0.00% 0.000 pp | USD62.96 -16.9% | 20 qtrs — |
| 40 | JANE STREET GROUP, LLC | 49.5K -40.0K (-44.7%) | 2.59M -2.7M (-51.3%) | 0.41% -0.332 pp | 0.00% 0.000 pp | USD59.41 -11.9% | 14 qtrs — |
| 41 | KING LUTHER CAPITAL MANAGEMENT CORP | 46.5K -24.4K (-34.4%) | 2.43M -1.8M (-42.3%) | 0.38% -0.203 pp | 0.01% -0.008 pp | USD68.68 -23.8% | 13 qtrs — |
| 42 | PACIFICA CAPITAL INVESTMENTS, LLC | 43.9K +3.2K (+7.9%) | 2.30M -119.0K (-4.9%) | 0.36% +0.026 pp | 0.63% -0.031 pp | USD83.60 -37.4% | 3 qtrs — |
| 43 | RBF CAPITAL, LLC | 35.0K +— (+0.0%) | 1.83M -247.8K (-11.9%) | 0.29% -0.001 pp | 0.08% -0.011 pp | USD34.77 +50.5% | 21 qtrs — |
| 44 | BOOTHBAY FUND MANAGEMENT, LLC | 33.2K +33.2K (+100.0%) | 1.74M +1.7M (+100.0%) | 0.27% +0.274 pp | 0.03% +0.026 pp | USD52.33 +0.0% | 1 qtrs NEW |
| 45 | WESBANCO BANK INC | 30.3K +12.0K (+65.6%) | 1.59M +498.4K (+45.8%) | 0.25% +0.099 pp | 0.04% +0.013 pp | USD51.65 +1.3% | 4 qtrs — |
| 46 | MANATUCK HILL PARTNERS, LLC | 25.0K +25.0K (+100.0%) | 1.31M +1.3M (+100.0%) | 0.21% +0.206 pp | 0.46% +0.458 pp | USD52.33 +0.0% | 1 qtrs NEW |
| 47 | REDMOND ASSET MANAGEMENT, LLC | 24.7K +110.0 (+0.4%) | 1.29M -168.4K (-11.5%) | 0.20% +0.001 pp | 0.33% -0.029 pp | USD85.93 -39.1% | 3 qtrs — |
| 48 | PRELUDE CAPITAL MANAGEMENT, LLC | 24.3K +24.3K (+100.0%) | 1.27M +1.3M (+100.0%) | 0.20% +0.200 pp | 0.09% +0.093 pp | USD52.33 +0.0% | 1 qtrs NEW |
| 49 | SEI INVESTMENTS CO | 23.0K +8.8K (+62.1%) | 1.20M +360.4K (+42.8%) | 0.19% +0.073 pp | 0.00% +0.000 pp | USD71.06 -26.4% | 6 qtrs — |
| 50 | NEW YORK STATE COMMON RETIREMENT FUND | 20.2K +— (+0.0%) | 1.06M -143.2K (-11.9%) | 0.17% 0.000 pp | 0.00% 0.000 pp | USD83.01 -37.0% | 26 qtrs — |
| 51 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 16.7K -1.9K (-10.3%) | 874.7K -232.5K (-21.0%) | 0.14% -0.016 pp | 0.01% +0.005 pp | USD59.41 -11.9% | 7 qtrs — |
| 52 | FIRST TRUST ADVISORS LP | 16.6K +16.6K (+100.0%) | 869.7K +869.7K (+100.0%) | 0.14% +0.137 pp | 0.00% +0.001 pp | USD52.33 +0.0% | 1 qtrs NEW |
| 53 | ADVISOR GROUP HOLDINGS, INC. | 15.7K +1.9K (+13.8%) | 821.4K -26.6K (-3.1%) | 0.13% +0.016 pp | 0.00% +0.000 pp | USD67.41 -22.4% | 16 qtrs — |
| 54 | FORMULA GROWTH LTD | 15.6K -11.1K (-41.7%) | 815.3K -772.0K (-48.6%) | 0.13% -0.092 pp | 0.31% -0.251 pp | USD72.31 -27.6% | 7 qtrs — |
| 55 | POINT72 ASSET MANAGEMENT, L.P. | 15.2K -32.7K (-68.2%) | 796.9K -2.0M (-72.0%) | 0.13% -0.271 pp | 0.00% -0.004 pp | USD59.41 -11.9% | 2 qtrs — |
| 56 | BANK OF NEW YORK MELLON CORP | 14.8K -181.0 (-1.2%) | 776.3K -115.7K (-13.0%) | 0.12% -0.002 pp | 0.00% +0.000 pp | USD69.72 -24.9% | 25 qtrs — |
| 57 | BLUESHIFT ASSET MANAGEMENT, LLC | 13.0K +13.0K (+100.0%) | 679.2K +679.2K (+100.0%) | 0.11% +0.107 pp | 0.20% +0.196 pp | USD52.33 +0.0% | 1 qtrs NEW |
| 58 | SWISS NATIONAL BANK | 12.9K +— (+0.0%) | 675.1K -91.3K (-11.9%) | 0.11% 0.000 pp | 0.00% +0.000 pp | USD56.49 -7.4% | 13 qtrs — |
| 59 | NUVEEN, LLC | 12.7K +— (+0.0%) | 664.0K -89.8K (-11.9%) | 0.10% 0.000 pp | 0.00% +0.000 pp | USD51.20 +2.2% | 4 qtrs — |
| 60 | ALLIANCEBERNSTEIN L.P. | 10.7K +3.3K (+44.9%) | 557.3K +120.7K (+27.6%) | 0.09% +0.027 pp | 0.00% +0.000 pp | USD77.95 -32.9% | 11 qtrs — |
| 61 | BARCLAYS PLC | 9.8K -1.5K (-13.6%) | 512.5K -400.5K (-43.9%) | 0.08% -0.013 pp | 0.00% 0.000 pp | USD81.43 -35.7% | 16 qtrs — |
| 62 | SG AMERICAS SECURITIES, LLC | 9.4K -348.0 (-3.6%) | 492.0K -87.0K (-15.0%) | 0.08% -0.003 pp | 0.00% -0.001 pp | USD59.41 -11.9% | 2 qtrs — |
| 63 | CITIGROUP INC | 9.1K -11.6K (-56.2%) | 474.5K -755.5K (-61.4%) | 0.07% -0.096 pp | 0.00% 0.000 pp | USD62.37 -16.1% | 26 qtrs — |
| 64 | INSPIRE INVESTING, LLC | 9.1K +1.4K (+18.0%) | 474.1K +18.0K (+3.9%) | 0.07% +0.011 pp | 0.04% -0.002 pp | USD58.33 -10.3% | 2 qtrs — |
| 65 | PATHSTONE HOLDINGS, LLC | 8.6K -1.7K (-16.8%) | 448.7K -163.4K (-26.7%) | 0.07% -0.014 pp | 0.00% -0.001 pp | USD91.29 -42.7% | 8 qtrs — |
| 66 | RHUMBLINE ADVISERS | 8.0K -1.3K (-13.6%) | 420.8K -131.9K (-23.9%) | 0.07% -0.011 pp | 0.00% 0.000 pp | USD75.51 -30.7% | 16 qtrs — |
| 67 | UBS ASSET MANAGEMENT AMERICAS INC | 7.5K +75.0 (+1.0%) | 390.4K -48.4K (-11.0%) | 0.06% +0.001 pp | 0.00% +0.000 pp | USD81.00 -35.4% | 7 qtrs — |
| 68 | LEGAL & GENERAL GROUP PLC | 7.2K -62.0 (-0.9%) | 375.0K -54.4K (-12.7%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD82.71 -36.7% | 26 qtrs — |
| 69 | PRICE T ROWE ASSOCIATES INC /MD/ | 7.1K +1.6K (+29.8%) | 372.0K +47.0K (+14.5%) | 0.06% +0.013 pp | 0.00% +0.000 pp | USD68.98 -24.1% | 11 qtrs — |
| 70 | WELLS FARGO & COMPANY/MN | 7.0K +3.0K (+76.1%) | 364.8K +129.6K (+55.1%) | 0.06% +0.025 pp | 0.00% +0.000 pp | USD72.50 -27.8% | 26 qtrs — |
| 71 | QUANTINNO CAPITAL MANAGEMENT LP | 6.5K +6.5K (+100.0%) | 337.9K +337.9K (+100.0%) | 0.05% +0.053 pp | 0.00% +0.001 pp | USD52.33 +0.0% | 1 qtrs NEW |
| 72 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.4K +6.4K (+100.0%) | 332.4K +332.4K (+100.0%) | 0.05% +0.052 pp | 0.00% +0.000 pp | USD52.33 +0.0% | 10 qtrs — |
| 73 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 6.3K +— (+0.0%) | 328.7K -44.5K (-11.9%) | 0.05% 0.000 pp | 0.00% 0.000 pp | USD86.08 -39.2% | 5 qtrs — |
| 74 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 6.1K -43.0 (-0.7%) | 319.9K -45.8K (-12.5%) | 0.05% -0.001 pp | 0.00% 0.000 pp | USD49.92 +4.8% | 26 qtrs — |
| 75 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 6.0K +1.6K (+36.5%) | 312.4K +52.5K (+20.2%) | 0.05% +0.013 pp | 0.00% +0.000 pp | USD53.06 -1.4% | 4 qtrs — |
| 76 | DEUTSCHE BANK AG\ | 5.4K +218.0 (+4.2%) | 282.6K -25.3K (-8.2%) | 0.04% +0.002 pp | 0.00% +0.000 pp | USD64.35 -18.7% | 26 qtrs — |
| 77 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 5.3K +— (+0.0%) | 276.1K -37.4K (-11.9%) | 0.04% 0.000 pp | 0.04% -0.005 pp | USD51.20 +2.2% | 4 qtrs — |
| 78 | SBI SECURITIES CO., LTD. | 5.1K -923.0 (-15.2%) | 268.6K -91.2K (-25.3%) | 0.04% -0.008 pp | 0.01% -0.002 pp | USD82.70 -36.7% | 5 qtrs — |
| 79 | ENVESTNET ASSET MANAGEMENT INC | 4.8K -2.5K (-34.6%) | 251.3K -184.9K (-42.4%) | 0.04% -0.021 pp | 0.00% 0.000 pp | USD89.22 -41.3% | 11 qtrs — |
| 80 | CREATIVE PLANNING | 4.7K +4.7K (+100.0%) | 247.4K +247.4K (+100.0%) | 0.04% +0.039 pp | 0.00% +0.000 pp | USD52.33 +0.0% | 5 qtrs — |
| 81 | ROYAL BANK OF CANADA | 4.7K -19.6K (-80.6%) | 246.0K -1.2M (-83.0%) | 0.04% -0.162 pp | 0.00% 0.000 pp | USD80.54 -35.0% | 21 qtrs — |
| 82 | AXQ CAPITAL, LP | 4.2K +4.2K (+100.0%) | 219.7K +219.7K (+100.0%) | 0.03% +0.035 pp | 0.05% +0.050 pp | USD52.33 +0.0% | 1 qtrs NEW |
| 83 | AQR CAPITAL MANAGEMENT LLC | 4.1K -15.6K (-79.2%) | 214.9K -956.8K (-81.7%) | 0.03% -0.129 pp | 0.00% -0.001 pp | USD86.08 -39.2% | 3 qtrs — |
| 84 | INVESCO LTD. | 4.0K +72.0 (+1.8%) | 210.5K -24.2K (-10.3%) | 0.03% +0.001 pp | 0.00% +0.000 pp | USD59.28 -11.7% | 2 qtrs — |
| 85 | FRANKLIN RESOURCES INC | 3.9K -4.0 (-0.1%) | 201.8K -27.5K (-12.0%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD86.08 -39.2% | 3 qtrs — |
| 86 | METLIFE INVESTMENT MANAGEMENT, LLC | 3.8K +— (+0.0%) | 201.1K -27.2K (-11.9%) | 0.03% 0.000 pp | 0.00% 0.000 pp | USD72.71 -28.0% | 17 qtrs — |
| 87 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 2.9K -40.0 (-1.4%) | 153.0K -23.1K (-13.1%) | 0.02% 0.000 pp | 0.00% 0.000 pp | USD59.93 -12.7% | 7 qtrs — |
| 88 | US BANCORP \DE\ | 2.2K -499.0 (-18.5%) | 115.1K -45.2K (-28.2%) | 0.02% -0.004 pp | 0.00% 0.000 pp | USD77.02 -32.1% | 15 qtrs — |
| 89 | NISA INVESTMENT ADVISORS, LLC | 2.0K +1.9K (+1,701.8%) | 104.7K +98.1K (+1,487.0%) | 0.02% +0.016 pp | 0.00% +0.000 pp | USD54.17 -3.4% | 15 qtrs — |
| 90 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.7K +— (+0.0%) | 86.9K -11.8K (-11.9%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD86.81 -39.7% | 5 qtrs — |
| 91 | BNP PARIBAS ARBITRAGE, SNC | 1.4K +77.0 (+5.8%) | 73.3K -5.3K (-6.8%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD55.95 -6.5% | 5 qtrs — |
| 92 | KLP KAPITALFORVALTNING AS | 1.4K +200.0 (+16.7%) | 73.3K +2.0K (+2.8%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD85.12 -38.5% | 5 qtrs — |
| 93 | AQUATIC CAPITAL MANAGEMENT LLC | 966.00 +966.0 (+100.0%) | 50.6K +50.6K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.001 pp | USD52.33 +0.0% | 1 qtrs NEW |
| 94 | TOWER RESEARCH CAPITAL LLC (TRC) | 884.00 +499.0 (+129.6%) | 46.3K +23.4K (+102.3%) | 0.01% +0.004 pp | 0.00% +0.001 pp | USD60.21 -13.1% | 26 qtrs — |
| 95 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 692.00 +692.0 (+100.0%) | 36.2K +36.2K (+100.0%) | 0.01% +0.006 pp | 0.00% +0.000 pp | USD52.33 +0.0% | 1 qtrs NEW |
| 96 | KEY FINANCIAL INC | 615.00 +540.0 (+720.0%) | 32.2K +27.8K (+636.1%) | 0.01% +0.005 pp | 0.01% +0.005 pp | USD54.95 -4.8% | 7 qtrs — |
| 97 | AMERITAS INVESTMENT PARTNERS, INC. | 575.00 +— (+0.0%) | 30.1K -4.1K (-11.9%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD52.90 -1.1% | 26 qtrs — |
| 98 | QUEST PARTNERS LLC | 339.00 +— (+0.0%) | 17.7K -2.4K (-11.9%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD51.20 +2.2% | 9 qtrs — |
| 99 | GAMMA INVESTING LLC | 297.00 +88.0 (+42.1%) | 15.5K +3.1K (+25.2%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD68.38 -23.5% | 6 qtrs — |
| 100 | AMALGAMATED BANK | 197.00 -35.0 (-15.1%) | 10.0K -4.0K (-28.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD62.11 -15.7% | 16 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Acuitas Small Cap Active ETF AIMS | 0.25% | 184.0K | 0.75% |
| 2 | Inspire Small/Mid Cap ETF ISMD | 0.18% | 599.3K | 0.53% |
| 3 | American Century Small Cap Growth Insights ETF ACSG | 0.10% | 24.8K | 0.49% |
| 4 | iShares Micro-Cap ETF IWC | 0.08% | 1.20M | 0.60% |
| 5 | U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG | 0.03% | 598.9K | 0.33% |
| 6 | U.S. Micro Cap Portfolio ETF DFMC | 0.03% | 2.00M | 0.43% |
| 7 | iShares Russell 2000 Growth ETF IWO | 0.02% | 3.36M | 0.24% |
| 8 | Vanguard Consumer Discretionary ETF VCR | 0.02% | 1.49M | 0.09% |
| 9 | Vanguard Russell 2000 Growth ETF VTWG | 0.02% | 352.8K | 0.06% |
| 10 | Fidelity MSCI Consumer Discretionary Index ETF FDIS | 0.02% | 338.6K | 0.08% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-03 | UTTZ JEFFREY J | Officer | F-InKind | D | Class A Common Stock | 162 | 69.29 | 11.2K | 7,473 | D | ↗ |
| 2026-02-03 | UBA HAJIME | Director / Officer | F-InKind | D | Class A Common Stock | 255 | 69.29 | 17.7K | 9,777 | D | ↗ |
| 2026-02-03 | TAKAO BRENT | Officer | F-InKind | D | Class A Common Stock | 93 | 69.29 | 6.4K | 3,557 | D | ↗ |
| 2026-02-03 | PETOKAS ARLENE | Officer | F-InKind | D | Class A Common Stock | 101 | 69.29 | 7.0K | 4,686 | D | ↗ |
| 2026-02-03 | KLUGER ROBERT | Officer | F-InKind | D | Class A Common Stock | 105 | 69.29 | 7.3K | 3,412 | D | ↗ |
| 2026-02-03 | ALLAMEH SHAHIN | Officer | F-InKind | D | Class A Common Stock | 126 | 69.29 | 8.7K | 4,086 | D | ↗ |
| 2026-02-02 | UTTZ JEFFREY J | Officer | A-Award | A | Class A Common Stock | 2,514 | 0.00 | — | 7,635 | D | ↗ |
| 2026-02-02 | UBA HAJIME | Director / Officer | A-Award | A | Class A Common Stock | 4,228 | 0.00 | — | 10,032 | D | ↗ |
| 2026-02-02 | TAKAO BRENT | Officer | A-Award | A | Class A Common Stock | 1,362 | 0.00 | — | 3,649 | D | ↗ |
| 2026-02-02 | Schaefer Claudia | Director | A-Award | A | Class A Common Stock | 1,078 | 0.00 | — | 1,078 | D | ↗ |
| 2026-02-02 | STUTZ CARIN | Director | A-Award | A | Class A Common Stock | 1,047 | 0.00 | — | 5,085 | D | ↗ |
| 2026-02-02 | PETOKAS ARLENE | Officer | A-Award | A | Class A Common Stock | 1,571 | 0.00 | — | 4,787 | D | ↗ |
| 2026-02-02 | KLUGER ROBERT | Officer | A-Award | A | Class A Common Stock | 1,740 | 0.00 | — | 3,517 | D | ↗ |
| 2026-02-02 | BOWERS TREASA | Director | A-Award | A | Class A Common Stock | 1,047 | 0.00 | — | 2,392 | D | ↗ |
| 2026-02-02 | Asako Shintaro | Director | A-Award | A | Class A Common Stock | 1,047 | 0.00 | — | 3,235 | D | ↗ |
| 2026-02-02 | ALLAMEH SHAHIN | Officer | A-Award | A | Class A Common Stock | 2,095 | 0.00 | — | 4,212 | D | ↗ |
| 2026-02-01 | UTTZ JEFFREY J | Officer | F-InKind | D | Class A Common Stock | 163 | 66.81 | 10.9K | 5,121 | D | ↗ |
| 2026-02-01 | UBA HAJIME | Director / Officer | F-InKind | D | Class A Common Stock | 223 | 66.81 | 14.9K | 5,804 | D | ↗ |
| 2026-02-01 | TAKAO BRENT | Officer | F-InKind | D | Class A Common Stock | 89 | 66.81 | 6.0K | 2,287 | D | ↗ |
| 2026-02-01 | PETOKAS ARLENE | Officer | F-InKind | D | Class A Common Stock | 103 | 66.81 | 6.9K | 3,216 | D | ↗ |
| 2026-02-01 | KLUGER ROBERT | Officer | F-InKind | D | Class A Common Stock | 107 | 66.81 | 7.1K | 1,777 | D | ↗ |
| 2026-02-01 | ALLAMEH SHAHIN | Officer | F-InKind | D | Class A Common Stock | 125 | 66.81 | 8.3K | 2,117 | D | ↗ |
| 2026-01-21 | Schaefer Claudia | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-16 | UBA HAJIME | Director / Officer | M-Exempt | A | Class A Common Stock | 2,712 | 25.94 | 70.3K | 8,738 | D | ↗ |
| 2025-08-01 | UTTZ JEFFREY J | Officer | F-InKind | D | Class A Common Stock | 252 | 87.74 | 22.1K | 5,284 | D | ↗ |
| 2025-08-01 | UBA HAJIME | Director / Officer | F-InKind | D | Class A Common Stock | 306 | 87.74 | 26.8K | 6,026 | D | ↗ |
| 2025-08-01 | TAKAO BRENT | Officer | F-InKind | D | Class A Common Stock | 214 | 87.74 | 18.8K | 2,377 | D | ↗ |
| 2025-02-03 | UTTZ JEFFREY J | Officer | F-InKind | D | Class A Common Stock | 95 | 80.00 | 7.6K | 5,605 | D | ↗ |
| 2025-02-03 | UBA HAJIME | Director / Officer | F-InKind | D | Class A Common Stock | 137 | 80.00 | 11.0K | 6,332 | D | ↗ |
| 2025-02-03 | TAKAO BRENT | Officer | F-InKind | D | Class A Common Stock | 50 | 80.00 | 4.0K | 2,591 | D | ↗ |
| 2025-02-03 | STUTZ CARIN | Director | A-Award | A | Class A Common Stock | 875 | 0.00 | — | 4,038 | D | ↗ |
| 2025-02-03 | PETOKAS ARLENE | Officer | F-InKind | D | Class A Common Stock | 43 | 80.00 | 3.5K | 3,378 | D | ↗ |
| 2025-02-03 | KLUGER ROBERT | Officer | F-InKind | D | Class A Common Stock | 45 | 80.00 | 3.6K | 1,945 | D | ↗ |
| 2025-02-03 | ELLIS KIM | Director | A-Award | A | Class A Common Stock | 875 | 0.00 | — | 2,188 | D | ↗ |
| 2025-02-03 | BOWERS TREASA | Director | A-Award | A | Class A Common Stock | 875 | 0.00 | — | 1,345 | D | ↗ |
| 2025-02-03 | Asako Shintaro | Director | A-Award | A | Class A Common Stock | 875 | 0.00 | — | 2,188 | D | ↗ |
| 2025-02-03 | ALLAMEH SHAHIN | Officer | F-InKind | D | Class A Common Stock | 53 | 80.00 | 4.2K | 2,313 | D | ↗ |
| 2025-01-16 | ISHII SEITARO | Director | S-Sale | D | Class A Common Stock | 6,918 | 83.03 | 574.4K | 1,313 | D | ↗ |
| 2024-08-23 | PETOKAS ARLENE | Officer | — | D | Option to Purchase Class A Common Stock | 1,626 | 98.13 | 159.6K | 0 | — | ↗ |
| 2024-08-23 | KLUGER ROBERT | Officer | — | D | Option to Purchase Class A Common Stock | 3,602 | 46.15 | 166.2K | 0 | — | ↗ |
| 2024-08-01 | UTTZ JEFFREY J | Officer | F-InKind | D | Class A Common Stock | 253 | 57.49 | 14.5K | 3,950 | — | ↗ |
| 2024-08-01 | UBA HAJIME | Director / Officer | F-InKind | D | Class A Common Stock | 305 | 57.49 | 17.5K | 3,745 | — | ↗ |
| 2024-08-01 | TAKAO BRENT | Officer | F-InKind | D | Class A Common Stock | 245 | 57.49 | 14.1K | 1,780 | — | ↗ |
| 2024-07-09 | BOWERS TREASA | Director | A-Award | A | Option to Purchase Class A Common Stock | 2,000 | 61.96 | 123.9K | 2,000 | — | ↗ |
| 2024-04-12 | ISHII SEITARO | Director | M-Exempt | A | Class A Common Stock | 5,000 | 25.94 | 129.7K | 6,313 | — | ↗ |
| 2024-02-01 | UTTZ JEFFREY J | Officer | F-InKind | D | Class A Common Stock | 94 | 98.13 | 9.2K | 4,203 | — | ↗ |
| 2024-02-01 | UBA HAJIME | Director / Officer | F-InKind | D | Class A Common Stock | 137 | 98.13 | 13.4K | 4,050 | — | ↗ |
| 2024-02-01 | TAKAO BRENT | Officer | A-Award | A | Class A Common Stock | 382 | 0.00 | — | 2,069 | — | ↗ |
| 2024-02-01 | STUTZ CARIN | Director | A-Award | A | Class A Common Stock | 509 | 0.00 | — | 3,163 | — | ↗ |
| 2024-02-01 | ISHII SEITARO | Director | A-Award | A | Class A Common Stock | 509 | 0.00 | — | 1,313 | — | ↗ |
| 2024-02-01 | ELLIS KIM | Director | A-Award | A | Class A Common Stock | 509 | 0.00 | — | 1,313 | — | ↗ |
| 2024-02-01 | Asako Shintaro | Director | A-Award | A | Class A Common Stock | 509 | 0.00 | — | 1,313 | — | ↗ |
| 2024-02-01 | ALLAMEH SHAHIN | Officer | F-InKind | D | Class A Common Stock | 72 | 98.13 | 7.1K | 1,140 | — | ↗ |
| 2024-01-12 | TAKAO BRENT | Officer | S-Sale | D | Class A Common Stock | 5,000 | 89.27 | 446.4K | 1,687 | — | ↗ |
| 2023-11-13 | STUTZ CARIN | Director | P-Purchase | A | Class A Common Stock | 1,500 | 52.37 | 78.6K | 2,654 | — | ↗ |
| 2023-10-03 | UTTZ JEFFREY J | Officer | F-InKind | D | Class A Common Stock | 427 | 65.61 | 28.0K | 3,552 | — | ↗ |
| 2023-08-01 | UTTZ JEFFREY J | Officer | A-Award | A | Class A Common Stock | 1,607 | 0.00 | — | 3,979 | — | ↗ |
| 2023-08-01 | UBA HAJIME | Director / Officer | A-Award | A | Class A Common Stock | 1,708 | 0.00 | — | 3,041 | — | ↗ |
| 2023-08-01 | TAKAO BRENT | Officer | A-Award | A | Class A Common Stock | 1,205 | 0.00 | — | 1,687 | — | ↗ |
| 2023-02-01 | UTTZ JEFFREY J | Officer | A-Award | A | Option to Purchase Class A Common Stock | 3,925 | 62.14 | 243.9K | 3,925 | — | ↗ |
| 2023-02-01 | UBA HAJIME | Director / Officer | A-Award | A | Class A Common Stock | 1,333 | 0.00 | — | 1,333 | — | ↗ |
| 2023-02-01 | TAKAO BRENT | Officer | A-Award | A | Class A Common Stock | 482 | 0.00 | — | 482 | — | ↗ |
| 2023-02-01 | STUTZ CARIN | Director | A-Award | A | Class A Common Stock | 804 | 0.00 | — | 1,154 | — | ↗ |
| 2023-02-01 | ISHII SEITARO | Director | A-Award | A | Class A Common Stock | 804 | 0.00 | — | 804 | — | ↗ |
| 2023-02-01 | ELLIS KIM | Director | A-Award | A | Class A Common Stock | 804 | 0.00 | — | 804 | — | ↗ |
| 2023-02-01 | Asako Shintaro | Director | A-Award | A | Class A Common Stock | 804 | 0.00 | — | 804 | — | ↗ |
| 2023-02-01 | ALLAMEH SHAHIN | Officer | A-Award | A | Class A Common Stock | 700 | 0.00 | — | 700 | — | ↗ |
| 2022-10-03 | UTTZ JEFFREY J | Officer | A-Award | A | Option to Purchase Class A Common Stock | 21,905 | 0.00 | — | 21,905 | — | ↗ |
| 2022-08-01 | TAKAO BRENT | Officer | — | D | Option to Purchase Class A Common Stock | 3,470 | 22.65 | 78.6K | 0 | — | ↗ |
| 2022-02-01 | UBA HAJIME | Director / Officer | A-Award | A | Option to Purchase Class A Common Stock | 7,148 | 46.15 | 329.9K | 7,148 | — | ↗ |
| 2022-02-01 | STUTZ CARIN | Director | A-Award | A | Option to Purchase Class A Common Stock | 1,546 | 46.15 | 71.3K | 1,546 | — | ↗ |
| 2022-02-01 | ISHII SEITARO | Director | A-Award | A | Option to Purchase Class A Common Stock | 1,546 | 46.15 | 71.3K | 1,546 | — | ↗ |
| 2022-02-01 | ELLIS KIM | Director | A-Award | A | Option to Purchase Class A Common Stock | 1,546 | 46.15 | 71.3K | 1,546 | — | ↗ |
| 2022-02-01 | BENRUBI STEVEN | Officer | A-Award | A | Option to Purchase Class A Common Stock | 5,032 | 46.15 | 232.2K | 5,032 | — | ↗ |
| 2022-02-01 | Asako Shintaro | Director | A-Award | A | Option to Purchase Class A Common Stock | 1,546 | 46.15 | 71.3K | 1,546 | — | ↗ |
| 2022-02-01 | ALLAMEH SHAHIN | Officer | A-Award | A | Option to Purchase Class A Common Stock | 3,088 | 46.15 | 142.5K | 3,088 | — | ↗ |
| 2022-01-19 | STUTZ CARIN | Director | P-Purchase | A | Class A Common Stock | 350 | 51.18 | 17.9K | 350 | — | ↗ |
| 2021-12-01 | STUTZ CARIN | Director | A-Award | A | Option to Purchase Class A Common Stock | 3,000 | 63.60 | 190.8K | 3,000 | — | ↗ |
| 2021-12-01 | BENRUBI STEVEN | Officer | F-InKind | D | Class A Common Stock | 2,421 | 63.60 | 154.0K | 4,579 | — | ↗ |
| 2021-07-26 | ALLAMEH SHAHIN | Officer | A-Award | A | Option to Purchase Class A Common Stock | 30,000 | 52.07 | 1.56M | 30,000 | — | ↗ |
| 2021-02-01 | UBA HAJIME | Director / Officer | A-Award | A | Option to Purchase Class A Common Stock | 10,720 | 22.65 | 242.8K | 10,720 | — | ↗ |
| 2021-02-01 | Steven Benrubi | Officer | A-Award | A | Option to Purchase Class A Common Stock | 7,100 | 22.65 | 160.8K | 7,100 | — | ↗ |
| 2021-02-01 | OKAMOTO HIROYUKI | Director | A-Award | A | Option to Purchase Class A Common Stock | 1,650 | 22.65 | 37.4K | 1,650 | — | ↗ |
| 2021-02-01 | ISHII SEITARO | Director | A-Award | A | Option to Purchase Class A Common Stock | 3,290 | 22.65 | 74.5K | 3,290 | — | ↗ |
| 2021-02-01 | ELLIS KIM | Director | A-Award | A | Option to Purchase Class A Common Stock | 3,290 | 22.65 | 74.5K | 3,290 | — | ↗ |
| 2021-02-01 | Asako Shintaro | Director | A-Award | A | Option to Purchase Class A Common Stock | 3,290 | 22.65 | 74.5K | 3,290 | — | ↗ |
| 2020-12-01 | Steven Benrubi | Officer | A-Award | A | Option to Purchase Class A Common Stock | 50,000 | 16.47 | 823.5K | 50,000 | — | ↗ |
| 2020-09-01 | OKAMOTO HIROYUKI | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-12-02 | UBA HAJIME | Director / Officer | A-Award | A | Option to Purchase Class A Common Stock | 4,629 | 25.94 | 120.1K | 4,629 | — | ↗ |
| 2019-12-02 | SUGIMOTO HIDETO | Director / Officer | A-Award | A | Option to Purchase Class A Common Stock | 340 | 25.94 | 8.8K | 340 | — | ↗ |
| 2019-12-02 | SHINOHARA KOJI | Officer | A-Award | A | Option to Purchase Class A Common Stock | 2,042 | 25.94 | 53.0K | 2,042 | — | ↗ |
| 2019-12-02 | KAMEI MANABU | Director / Officer | A-Award | A | Option to Purchase Class A Common Stock | 2,246 | 25.94 | 58.3K | 2,246 | — | ↗ |
| 2019-12-02 | ISHII SEITARO | Director | A-Award | A | Option to Purchase Class A Common Stock | 2,082 | 25.94 | 54.0K | 2,082 | — | ↗ |
| 2019-12-02 | ELLIS KIM | Director | A-Award | A | Option to Purchase Class A Common Stock | 2,082 | 25.94 | 54.0K | 2,082 | — | ↗ |
| 2019-12-02 | Asako Shintaro | Director | A-Award | A | Option to Purchase Class A Common Stock | 2,082 | 25.94 | 54.0K | 2,082 | — | ↗ |
| 2019-12-01 | ELLIS KIM | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-08-05 | Asako Shintaro | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-07-31 | UBA HAJIME | Director / Officer | — | D | Option to Purchase Class A Common Stock | 77,571 | 4.26 | 330.5K | 0 | — | ↗ |
| 2019-07-31 | SUGIMOTO HIDETO | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-07-31 | KURA SUSHI, INC. | 10% Owner | — | D | Class A Common Stock, par value $0.001 | 0 | 0.00 | — | 4,000,000 | — | ↗ |
| 2019-07-31 | KAMEI MANABU | Director / Officer | — | D | Option to Purchase Class A Common Stock | 33,938 | 4.26 | 144.6K | 0 | — | ↗ |
| 2019-07-31 | ISHII SEITARO | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-06-16 | SHINOHARA KOJI | Director / Officer | — | D | Option to Purchase Class A Common Stock | 26,225 | 4.26 | 111.7K | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Hajime Uba President, Chief Executive Officer, Director and Chairman of the Board | 517.5K | — | 454.8K | — | 183.4K | — | 1.16M | 39.35% | ↗ |
| 2 | 2025 | Jeffrey Uttz Chief Financial Officer | 387.5K | — | 280.0K | — | 107.7K | — | 775.2K | 36.12% | ↗ |
| 3 | 2025 | Shahin Allameh Chief Operating Officer | 316.0K | — | 196.2K | — | 80.1K | — | 592.3K | 33.13% | ↗ |
| 4 | 2025 | Robert Kluger Chief Development Officer | 291.0K | — | 163.4K | — | 87.9K | — | 542.2K | 30.13% | ↗ |
| 5 | 2025 | Arlene Petokas Chief People Officer | 281.0K | — | 157.9K | — | 63.3K | — | 502.1K | 31.44% | ↗ |
| 6 | 2024 | Hajime Uba President, Chief Executive Officer, Director and Chairman of the Board | 487.5K | — | 112.5K | 262.5K | 69.1K | — | 931.5K | 40.25% | ↗ |
| 7 | 2024 | Hajime Uba Chairman of the Board, President and Chief Executive Officer | 487.5K | — | 112.5K | 262.5K | 69.1K | — | 931.5K | 40.25% | ↗ |
| 8 | 2024 | Jeffrey Uttz Chief Financial Officer | 370.8K | — | 73.1K | 170.6K | 39.8K | — | 654.4K | 37.24% | ↗ |
| 9 | 2024 | Shahin Allameh Chief Operating Officer | 302.5K | — | 50.2K | 117.4K | 29.2K | — | 499.3K | 33.57% | ↗ |
| 10 | 2024 | Robert Kluger Chief Development Officer | 283.3K | — | 42.7K | 99.7K | 47.5K | — | 473.2K | 30.09% | ↗ |
| 11 | 2024 | Arlene Petokas Chief People Officer | 273.3K | — | 41.2K | 96.2K | 23.2K | — | 434.0K | 31.67% | ↗ |
| 12 | 2023 | Jeffrey Uttz Chief Financial Officer | 325.3K | 75.0K | 322.9K | 1.15M | 121.7K | — | 1.99M | 73.79% | ↗ |
| 13 | 2023 | Hajime Uba President, Chief Executive Officer, Director and Chairman of the Board | 431.4K | — | 252.9K | 193.4K | 197.0K | — | 1.07M | 41.53% | ↗ |
| 14 | 2023 | Hajime Uba Chairman of the Board, President and Chief Executive Officer | 431.4K | — | 252.9K | 193.4K | 197.0K | — | 1.07M | 41.53% | ↗ |
| 15 | 2023 | Shahin Allameh Chief Operating Officer | 302.9K | — | 43.5K | 101.5K | 89.6K | — | 537.5K | 26.98% | ↗ |
| 16 | 2022 | Hajime Uba Chairman of the Board, President and Chief Executive Officer | 369.2K | — | — | 187.5K | 93.8K | — | 650.4K | 28.83% | ↗ |
| 17 | 2022 | Brent Takao Chief Accounting Officer, Treasurer and Secretary | 234.2K | 39.8K | — | 185.1K | — | — | 459.2K | 40.32% | ↗ |
| 18 | 2022 | Steven H. Benrubi Former Chief Financial Officer, Treasurer and Secretary | 298.8K | — | — | 132.0K | — | — | 430.8K | 30.64% | ↗ |
| 19 | 2022 | Shahin Allameh Chief Operating Officer | 270.0K | — | — | 81.0K | 40.5K | — | 391.5K | 20.69% | ↗ |
| 20 | 2021 | Steven H. Benrubi Chief Financial Officer, Treasurer and Secretary | 213.8K | 80.0K | 115.3K | 550.2K | — | — | 959.2K | 69.38% | ↗ |
| 21 | 2021 | Steven H. Benrubi Former Chief Financial Officer, Treasurer and Secretary | 213.8K | 80.0K | 115.3K | 550.2K | — | — | 959.2K | 69.38% | ↗ |
| 22 | 2021 | Shahin Allameh Chief Operating Officer | 27.7K | — | — | 887.7K | — | — | 915.4K | 96.97% | ↗ |
| 23 | 2021 | Hajime Uba Chairman of the Board, President and Chief Executive Officer | 280.5K | — | — | 134.6K | — | — | 415.1K | 32.43% | ↗ |
| 24 | 2020 | Hajime Uba Chairman of the Board, President and Chief Executive Officer, interim Chief Operating Officer | 323.0K | — | — | 56.5K | — | 12.4K | 391.9K | 14.41% | ↗ |
| 25 | 2020 | Hajime Uba Chairman of the Board, President and Chief Executive Officer | 323.0K | — | — | 56.5K | — | 12.4K | 391.9K | 14.41% | ↗ |
| 26 | 2020 | Manabu Kamei former Chief Operating Officer | 210.3K | — | — | 27.4K | — | 43.5K | 281.2K | 9.74% | ↗ |
| 27 | 2020 | Koji Shinohara former Chief Financial Officer, Treasurer and Secretary | 234.0K | — | — | 24.9K | — | — | 258.9K | 9.62% | ↗ |
| 28 | 2020 | Hideto Sugimoto Director of Operations | 111.2K | 5.0K | — | 4.1K | — | 30.3K | 150.7K | 2.75% | ↗ |
| 29 | 2019 | Hajime Uba Chairman of the Board, President and Chief Executive Officer | 253.8K | — | — | — | — | 5.6K | 259.4K | 0.00% | ↗ |
| 30 | 2019 | Hajime Uba Chairman of the Board, President and Chief Executive Officer, interim Chief Operating Officer | 253.8K | — | — | — | — | 5.6K | 259.4K | 0.00% | ↗ |
| 31 | 2019 | Koji Shinohara Chief Financial Officer, Treasurer and Secretary | 212.5K | — | — | — | — | — | 212.5K | 0.00% | ↗ |
| 32 | 2019 | Koji Shinohara former Chief Financial Officer, Treasurer and Secretary | 212.5K | — | — | — | — | — | 212.5K | 0.00% | ↗ |
| 33 | 2019 | Manabu Kamei Chief Operating Officer | 155.3K | — | — | — | — | 45.6K | 200.9K | 0.00% | ↗ |
| 34 | 2019 | Manabu Kamei former Chief Operating Officer | 155.3K | — | — | — | — | 45.6K | 200.9K | 0.00% | ↗ |
| 35 | 2019 | Hideto Sugimoto Director of Operations | 79.1K | — | — | — | — | 28.4K | 107.5K | 0.00% | ↗ |
| 36 | 2018 | Hajime Uba Chairman of the Board, President and Chief Executive Officer | 117.5K | 39.1K | — | 359.9K | — | 25.5K | 542.0K | 66.41% | ↗ |
| 37 | 2018 | Koji Shinohara Chief Financial Officer, Treasurer and Secretary | 170.0K | 15.0K | — | 121.7K | — | — | 306.7K | 39.68% | ↗ |
| 38 | 2018 | Manabu Kamei Chief Operating Officer | 105.7K | — | — | 157.5K | — | 33.1K | 296.2K | 53.16% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brent Takao | Chief Accounting Officer & Secretary | 3M | male |
| Hajime Uba | President, CEO, Interim CFO & Chairman | 700.9K | male |
| Jeff Uttz | Chief Financial Officer & Treasurer | 495.2K | male |
| Sean Allameh | Chief Operating Officer | 396.1K | male |
| Robert Kluger | Chief Development Officer | 378.9K | male |
| Arlene Estrada Petokas | Chief People Officer | 344.3K | female |
| Benjamin Porten | Senior Vice President of Investor Relations & System Development | — | — |
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Community Opinion for KRUS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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