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CS Disco, Inc. (LAW)

USD4.32 +0.23 (+5.50%)
US NYSE Technology Software - Application
Address 3700 North Capital of Texas Highway 78746
Austin, TX, US
CEO Eric Friedrichsen
IPO 2021-07-21
CIK 1625641 ISIN US1263271058

Explore sections of this company profile

Description

CS Disco, Inc. is a legal technology innovator that leverages cloud-native infrastructure and artificial intelligence to deliver advanced solutions. These solutions support electronic discovery, legal document analysis, and comprehensive case management for a broad client base, including corporations, law firms, legal service providers, and governmental entities. Among its key offerings is DISCO Ediscovery, which streamlines the entire e-discovery lifecycle. This platform significantly reduces the manual effort typically involved in gathering, processing, enhancing, searching, examining, interpreting, and presenting critical enterprise data relevant to legal proceedings. Additionally, DISCO Review employs artificial intelligence to consistently provide efficient and accurate document analysis. The suite further includes DISCO Case Builder, a collaborative tool that empowers legal professionals to construct robust cases by centralizing the search, organization, and review of witness depositions, evidence, and other pertinent legal information. These powerful tools find application across diverse legal contexts, such as litigation support, internal investigations, regulatory compliance, and due diligence efforts. Established in Austin, Texas, in 2012, CS Disco, Inc. maintains its headquarters there.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD4.32 +0.23 (+5.50%)
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Volume Profile
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Liquidity & share structure
Average Volume
352.8K
Beta
1.91
Float Shares
24.50M
Free Float %
38.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.34% -4.53% +0.26% +2.16% -46.16% -51.16% -6.42% -37.04% -90.76% -90.76% -90.76%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (11 ratings, all time) Hold
Price Targets & DCF
Current price
4.32
Low 8.00 +85.4%
Consensus 9.00 +108.6%
Median 9.00 +108.6%
High 10.00 +131.7%
DCF (Levered) 0.93 -78.4%

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

Ratings Trend (MoM) 67% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
10.00
+131.7%
Last Year 2
9.00
+108.6%
All Time 12
22.67
+425.4%
Quality scores
Altman Z-Score
1.70
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +8.3% Q1'26: +14.3% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +22.6% Q1'26: +21.1% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -27.8% Q1'26: -29.6% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -27.8% Q1'26: -24.1% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -322.9% Q1'26: -193.1% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +2.5% Q1'26: +5.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    0.00× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.96) × ERP
WACC = 100% × Ke + 0% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 4.32
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
2 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
114.34M
est: 109.13M (+4.8%)
135.19M
est: 134.19M (+0.7%)
138.09M
est: 142.26M (-2.9%)
144.84M
est: 143.88M (+0.7%)
156.85M
est: 155.62M (+0.8%)
175.24M
173.89M – 177.23M
+12.6% YoY
194.24M
191.31M – 198.31M
+10.8% YoY
222.20M
220.48M – 224.72M
+14.4% YoY
EBITDA
-20.99M
est: -35.07M (+40.2%)
-67.13M
est: -43.12M (-55.7%)
-37.55M
est: -44.97M (+16.5%)
-50.96M
est: -45.48M (-12.0%)
-43.42M
est: -49.20M (+11.8%)
-55.40M
-56.03M – -54.97M
-12.6% YoY
-61.40M
-62.69M – -60.48M
-10.8% YoY
-70.24M
-71.04M – -69.70M
-14.4% YoY
EBIT
-23.72M
est: -37.84M (+37.3%)
-70.11M
est: -46.52M (-50.7%)
-41.54M
est: -47.95M (+13.4%)
-54.89M
est: -48.49M (-13.2%)
-43.63M
est: -52.45M (+16.8%)
-59.06M
-59.73M – -58.61M
-12.6% YoY
-65.46M
-66.84M – -64.48M
-10.8% YoY
-74.89M
-75.74M – -74.31M
-14.4% YoY
Net Income
-24.34M
est: -38.10M (+36.1%)
-70.77M
est: -55.79M (-26.8%)
-42.15M
est: -28.89M (-45.9%)
-55.77M
est: -20.16M (-176.7%)
-44.37M
est: -12.12M (-266.1%)
-10.72M
-10.86M – -10.59M
+11.5% YoY
-1.67M
-1.75M – -1.59M
+84.4% YoY
5.57M
5.50M – 5.64M
+432.9% YoY
SGA
72.66M
est: 78.00M (-6.8%)
113.58M
est: 95.91M (+18.4%)
101.36M
est: 102.75M (-1.4%)
102.43M
est: 103.92M (-1.4%)
108.95M
est: 112.40M (-3.1%)
126.58M
125.59M – 128.01M
+12.6% YoY
140.29M
138.18M – 143.24M
+10.8% YoY
160.49M
159.25M – 162.31M
+14.4% YoY
EPS
-0.42
est: -0.63 (+33.6%)
-1.20
est: -0.93 (-29.2%)
-0.70
est: -0.47 (-49.9%)
-0.93
est: -0.33 (-184.8%)
-0.72
est: -0.20 (-267.5%)
-0.17
-0.18 – -0.17
+11.5% YoY
-0.03
-0.03 – -0.03
+84.6% YoY
0.09
0.09 – 0.09
+437.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-05-11 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-05-08 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-05-07 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-05-06 C 2/5 3/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-05-04 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-05-01 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-30 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-29 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 C- 1/5 3/5 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 3/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 C- 1/5 3/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-17.73M
OE per share TTM
-0.28
Owner's Yield
-7.49%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
10.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
18
Total invested
30.63M
Insider transactions (90d)
1
Beneficial owners (>5%)
26
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Deer VIII & Co. L.P. 9.96M 17.30% 9.96M 9.96M PN 2022-02-15
2 Krishna Srinivasan 8.10M 14.10% 8.10M IN United States 2022-02-09
3 Venu Shamapant 8.10M 14.10% 8.10M IN United States 2022-02-09
4 Elizabeth Stephens Campbell 7.80M 13.20% 7.80M 7.80M IN Arkansas, U.S.A 2023-01-06
5 SG-Disco, LLC 81-3307576 7.80M 13.20% 7.80M 7.80M OO Arkansas, U.S.A 2023-01-06
6 The Stephens Group, LLC 20-4948475 7.80M 13.20% 7.80M 7.80M OO Arkansas, U.S.A 2023-01-06
7 W. R. Stephens, Jr. 7.80M 13.20% 7.80M 7.80M IN Arkansas, U.S.A 2023-01-06
8 Georgian Partners IV GP Inc. 5.84M 10.10% 5.84M 5.84M CO 2022-02-04
9 Georgian Partners IV GP, LP 5.84M 10.10% 5.84M 5.84M PN 2022-02-04
10 Bessemer Venture Partners VIII Institutional L.P. 5.44M 9.40% 5.44M 5.44M PN 2022-02-15
11 LOVP SBIC Management Services, L.L.C. 4.89M 8.50% 4.89M OO Delaware 2022-02-09
12 LiveOak Venture Partners 1A, L.P. 4.89M 8.50% 4.89M PN Delaware 2022-02-09
13 Bessemer Venture Partners VIII, L.P. 4.52M 7.80% 4.52M 4.52M PN 2022-02-15
14 Kiwi Camara 4.23M 7.26% 4.23M 4.23M IN 2022-02-11
15 Georgian Partners Growth Fund (International) IV, LP 3.77M 6.50% 3.77M 3.77M PN 2022-02-04
16 Dragoneer Investment Group, LLC 3.43M 5.90% 3.43M 3.43M IA, OO 2022-02-14
17 Marc Stad 3.43M 5.90% 3.43M 3.43M HC, IN 2022-02-14
18 SOLEL PARTNERS, LP 3.34M 5.50% 3.34M 3.34M IA Delaware 2024-02-14
19 LOVP Upper Tier GP I, LLC 3.04M 5.30% 3.04M OO Delaware 2022-02-09
20 Georgian Partners Growth Fund IV, LP 2.07M 3.60% 2.07M 2.07M PN 2022-02-04
21 LiveOak Venture Partners I, L.P. 1.71M 3.00% 1.71M PN Delaware 2022-02-09
22 LiveOak I Co-Invest II L.P. 768.1K 1.30% 768.1K PN Delaware 2022-02-09
23 LiveOak I Co-Invest L.P. 561.3K 1.00% 561.3K PN Delaware 2022-02-09
24 LiveOak Co-Invest GP, LLC 172.9K 0.30% 172.9K OO Delaware 2022-02-09
25 LiveOak I Co-Invest IV LP 172.9K 0.30% 172.9K PN Delaware 2022-02-09
26 Georgian Council II ULC 83.1K 0.10% 83.1K 83.1K OO 2022-02-04

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
18
-104 vs prev Q
New positions
5
Closed positions
109
Increased
8
Reduced
5
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 DEER MANAGEMENT CO. LLC 8.65M +— (+0.0%) 67.15M +11.2M (+20.1%) 13.94% -0.193 pp 6.53% +1.525 pp USD35.75 -78.3% 17 qtrs
2 STEPHENS GROUP, LLC 7.80M +— (+0.0%) 60.50M +10.1M (+20.1%) 12.56% -0.174 pp 32.63% +5.467 pp USD35.75 -78.3% 17 qtrs
3 TOPLINE CAPITAL MANAGEMENT, LLC 3.32M +111.4K (+3.5%) 25.74M +5.0M (+24.3%) 5.34% +0.108 pp 2.33% -1.232 pp USD4.97 +56.1% 5 qtrs
4 VANGUARD GROUP INC 1.97M +14.3K (+0.7%) 15.31M +2.7M (+21.0%) 3.18% -0.021 pp 0.00% +0.000 pp USD30.37 -74.4% 18 qtrs
5 BLACKROCK, INC. 1.73M +204.0 (+0.0%) 13.40M +2.2M (+20.1%) 2.78% -0.038 pp 0.00% +0.000 pp USD5.84 +32.9% 6 qtrs
6 LAKEWOOD CAPITAL MANAGEMENT, LP 1.08M +65.0K (+6.4%) 8.39M +1.8M (+27.8%) 1.74% +0.082 pp 0.56% +0.060 pp USD7.04 +10.2% 10 qtrs
7 SOLEL PARTNERS LP 1.04M -60.8K (-5.5%) 8.10M +965.0K (+13.5%) 1.68% -0.123 pp 1.31% -0.063 pp USD6.99 +11.0% 12 qtrs
8 DIMENSIONAL FUND ADVISORS LP 758.0K +26.6K (+3.6%) 5.88M +1.2M (+24.5%) 1.22% +0.027 pp 0.00% +0.000 pp USD6.80 +14.1% 12 qtrs
9 FORMULA GROWTH LTD 750.0K -70.0K (-8.5%) 5.82M +522.8K (+9.9%) 1.21% -0.131 pp 2.24% +0.358 pp USD6.14 +26.4% 12 qtrs
10 ARROWMARK COLORADO HOLDINGS LLC 706.5K -143.5K (-16.9%) 5.48M -8.6K (-0.2%) 1.14% -0.250 pp 0.12% +0.019 pp USD7.01 +10.7% 9 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 551.0K +5.6K (+1.0%) 4.28M +753.6K (+21.4%) 0.89% -0.003 pp 0.00% +0.000 pp USD22.94 -66.2% 18 qtrs
12 NORGES BANK 547.9K +547.9K (+100.0%) 4.25M +4.3M (+100.0%) 0.88% +0.882 pp 0.00% +0.001 pp USD7.76 +0.0% 1 qtrs NEW
13 ESSEX INVESTMENT MANAGEMENT CO LLC 529.8K +85.8K (+19.3%) 4.11M +1.2M (+43.4%) 0.85% +0.128 pp 0.63% +0.188 pp USD6.67 +16.3% 2 qtrs
14 STATE STREET CORP 521.8K +14.4K (+2.8%) 4.05M +771.6K (+23.5%) 0.84% +0.012 pp 0.00% +0.000 pp USD27.10 -71.4% 18 qtrs
15 ACADIAN ASSET MANAGEMENT LLC 395.1K +73.7K (+22.9%) 3.06M +988.0K (+47.7%) 0.64% +0.112 pp 0.01% +0.001 pp USD6.01 +29.1% 4 qtrs
16 MORGAN STANLEY 355.2K +78.2K (+28.2%) 2.76M +967.1K (+54.0%) 0.57% +0.120 pp 0.00% +0.000 pp USD6.98 +11.2% 18 qtrs
17 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 328.7K +164.9K (+100.6%) 2.55M +1.5M (+141.0%) 0.53% +0.262 pp 0.00% +0.003 pp USD7.11 +9.1% 2 qtrs
18 NUVEEN, LLC 318.7K +207.7K (+187.2%) 2.47M +1.8M (+245.0%) 0.51% +0.332 pp 0.00% +0.001 pp USD7.00 +10.9% 4 qtrs
19 D. E. SHAW & CO., INC. 290.7K +52.9K (+22.3%) 2.26M +719.7K (+46.9%) 0.47% +0.080 pp 0.00% +0.000 pp USD6.39 +21.4% 14 qtrs
20 BRIDGEWAY CAPITAL MANAGEMENT, LLC 258.7K +— (+0.0%) 2.01M +336.2K (+20.1%) 0.42% -0.006 pp 0.04% +0.006 pp USD4.32 +79.6% 4 qtrs
21 NORTHERN TRUST CORP 249.5K +46.2K (+22.7%) 1.94M +622.6K (+47.4%) 0.40% +0.070 pp 0.00% +0.000 pp USD21.43 -63.8% 18 qtrs
22 CITADEL ADVISORS LLC 228.5K +30.6K (+15.5%) 1.77M +494.6K (+38.7%) 0.37% +0.045 pp 0.00% +0.000 pp USD5.14 +51.0% 18 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 211.2K -116.0 (-0.1%) 1.64M +273.9K (+20.1%) 0.34% -0.005 pp 0.00% +0.000 pp USD21.29 -63.6% 18 qtrs
24 MILLENNIUM MANAGEMENT LLC 205.9K -32.1K (-13.5%) 1.60M +60.1K (+3.9%) 0.33% -0.057 pp 0.00% +0.000 pp USD4.34 +78.8% 4 qtrs
25 MONETA GROUP INVESTMENT ADVISORS LLC 203.9K +— (+0.0%) 1.58M +265.1K (+20.1%) 0.33% -0.005 pp 0.01% +0.002 pp USD4.37 +77.6% 3 qtrs
26 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 185.6K -13.7K (-6.9%) 1.44M +152.7K (+11.9%) 0.30% -0.027 pp 0.00% 0.000 pp USD4.93 +57.4% 8 qtrs
27 JPMORGAN CHASE & CO 176.2K -21.2K (-10.8%) 1.37M +91.9K (+7.2%) 0.28% -0.039 pp 0.00% +0.000 pp USD6.10 +27.2% 18 qtrs
28 LEGATO CAPITAL MANAGEMENT LLC 171.3K +42.2K (+32.7%) 1.33M +495.3K (+59.4%) 0.28% +0.065 pp 0.11% +0.024 pp USD6.78 +14.5% 2 qtrs
29 SEI INVESTMENTS CO 170.6K +170.6K (+100.0%) 1.32M +1.3M (+100.0%) 0.27% +0.275 pp 0.00% +0.001 pp USD7.76 +0.0% 1 qtrs NEW
30 JACOBS LEVY EQUITY MANAGEMENT, INC 163.8K -41.6K (-20.2%) 1.27M -55.7K (-4.2%) 0.26% -0.072 pp 0.00% 0.000 pp USD6.55 +18.5% 13 qtrs
31 TWO SIGMA INVESTMENTS, LP 158.7K +76.3K (+92.7%) 1.23M +699.3K (+131.5%) 0.26% +0.121 pp 0.00% +0.001 pp USD7.09 +9.4% 2 qtrs
32 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 150.6K +125.9K (+507.8%) 1.17M +1.0M (+630.1%) 0.24% +0.202 pp 0.00% +0.001 pp USD7.24 +7.2% 5 qtrs
33 EAM INVESTORS, LLC 139.3K +139.3K (+100.0%) 1.08M +1.1M (+100.0%) 0.22% +0.224 pp 0.12% +0.120 pp USD7.76 +0.0% 1 qtrs NEW
34 GOLDMAN SACHS GROUP INC 131.4K +9.8K (+8.1%) 1.02M +234.4K (+29.8%) 0.21% +0.013 pp 0.00% +0.000 pp USD8.70 -10.8% 18 qtrs
35 MATTHEW GOFF INVESTMENT ADVISOR, LLC 107.0K +— (+0.0%) 830.5K +139.1K (+20.1%) 0.17% -0.002 pp 0.15% +0.029 pp USD5.10 +52.2% 6 qtrs
36 GSA CAPITAL PARTNERS LLP 106.8K -14.3K (-11.8%) 829.0K +47.0K (+6.0%) 0.17% -0.026 pp 0.07% +0.006 pp USD5.31 +46.1% 12 qtrs
37 JANE STREET GROUP, LLC 94.5K +24.1K (+34.2%) 733.4K +278.4K (+61.2%) 0.15% +0.037 pp 0.00% +0.000 pp USD6.63 +17.0% 8 qtrs
38 G2 INVESTMENT PARTNERS MANAGEMENT LLC 85.0K +85.0K (+100.0%) 659.7K +659.7K (+100.0%) 0.14% +0.137 pp 0.16% +0.157 pp USD7.76 +0.0% 1 qtrs NEW
39 ZACKS INVESTMENT MANAGEMENT 84.3K +22.2K (+35.7%) 654.1K +252.9K (+63.1%) 0.14% +0.034 pp 0.01% +0.002 pp USD6.80 +14.1% 2 qtrs
40 CAMPBELL & CO INVESTMENT ADVISER LLC 71.9K +56.9K (+379.6%) 557.8K +461.0K (+476.1%) 0.12% +0.091 pp 0.03% +0.020 pp USD7.15 +8.5% 3 qtrs
41 AQR CAPITAL MANAGEMENT LLC 71.1K +6.1K (+9.4%) 552.0K +132.1K (+31.5%) 0.11% +0.008 pp 0.00% +0.000 pp USD5.35 +45.0% 3 qtrs
42 STRS OHIO 66.9K +10.1K (+17.8%) 519.1K +152.2K (+41.5%) 0.11% +0.015 pp 0.00% +0.001 pp USD8.01 -3.1% 14 qtrs
43 TWO SIGMA ADVISERS, LP 66.4K +25.2K (+61.2%) 515.3K +249.1K (+93.6%) 0.11% +0.040 pp 0.00% +0.001 pp USD6.95 +11.7% 2 qtrs
44 RENAISSANCE TECHNOLOGIES LLC 65.2K +21.4K (+48.9%) 506.0K +223.0K (+78.8%) 0.11% +0.034 pp 0.00% +0.000 pp USD6.40 +21.3% 3 qtrs
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 59.2K +45.0K (+317.6%) 459.6K +367.9K (+401.6%) 0.10% +0.072 pp 0.00% +0.000 pp USD7.04 +10.2% 16 qtrs
46 BANK OF NEW YORK MELLON CORP 59.1K -7.3K (-11.0%) 458.7K +29.7K (+6.9%) 0.10% -0.013 pp 0.00% +0.000 pp USD12.53 -38.1% 18 qtrs
47 ALLIANCEBERNSTEIN L.P. 57.0K -5.2K (-8.4%) 442.6K +40.6K (+10.1%) 0.09% -0.010 pp 0.00% +0.000 pp USD8.95 -13.3% 15 qtrs
48 LAZARD ASSET MANAGEMENT LLC 54.3K +54.3K (+100.0%) 421.1K +421.1K (+100.0%) 0.09% +0.087 pp 0.00% +0.001 pp USD7.76 +0.0% 1 qtrs NEW
49 QUANTINNO CAPITAL MANAGEMENT LP 50.5K +13.4K (+36.3%) 391.9K +152.5K (+63.7%) 0.08% +0.021 pp 0.00% +0.000 pp USD6.81 +14.0% 4 qtrs
50 BARCLAYS PLC 47.4K +6.5K (+15.9%) 367.9K +127.3K (+52.9%) 0.08% +0.010 pp 0.00% +0.000 pp USD5.72 +35.7% 16 qtrs
51 AMERICAN CENTURY COMPANIES INC 44.7K +5.1K (+12.9%) 346.9K +91.0K (+35.6%) 0.07% +0.007 pp 0.00% +0.000 pp USD6.97 +11.3% 10 qtrs
52 XTX TOPCO LTD 42.6K +31.2K (+274.1%) 330.7K +257.1K (+349.3%) 0.07% +0.050 pp 0.01% +0.005 pp USD6.85 +13.3% 3 qtrs
53 TREXQUANT INVESTMENT LP 34.9K +34.9K (+100.0%) 270.5K +270.5K (+100.0%) 0.06% +0.056 pp 0.00% +0.002 pp USD7.76 +0.0% 1 qtrs NEW
54 WELLS FARGO & COMPANY/MN 33.6K +9.5K (+39.6%) 260.7K +105.3K (+67.7%) 0.05% +0.015 pp 0.00% +0.000 pp USD9.92 -21.8% 18 qtrs
55 RHUMBLINE ADVISERS 32.0K -5.6K (-14.8%) 248.3K +5.6K (+2.3%) 0.05% -0.010 pp 0.00% +0.000 pp USD22.25 -65.1% 18 qtrs
56 RUSSELL INVESTMENTS GROUP, LTD. 29.5K +13.2K (+80.4%) 229.1K +123.4K (+116.6%) 0.05% +0.021 pp 0.00% +0.000 pp USD7.03 +10.4% 13 qtrs
57 CI PRIVATE WEALTH, LLC 25.3K +264.0 (+1.1%) 196.0K +34.5K (+21.4%) 0.04% 0.000 pp 0.00% +0.000 pp USD6.64 +16.9% 10 qtrs
58 ENTRYPOINT CAPITAL, LLC 24.2K +24.2K (+100.0%) 188.2K +188.2K (+100.0%) 0.04% +0.039 pp 0.07% +0.073 pp USD7.76 +0.0% 1 qtrs NEW
59 POINT72 ASSET MANAGEMENT, L.P. 24.2K +24.2K (+100.0%) 187.6K +187.6K (+100.0%) 0.04% +0.039 pp 0.00% +0.000 pp USD7.76 +0.0% 1 qtrs NEW
60 POLYMER CAPITAL MANAGEMENT (US) LLC 24.2K +24.2K (+100.0%) 187.4K +187.4K (+100.0%) 0.04% +0.039 pp 0.02% +0.020 pp USD7.76 +0.0% 1 qtrs NEW
61 AMERIPRISE FINANCIAL INC 24.1K +5.0 (+0.0%) 187.2K +31.4K (+20.1%) 0.04% -0.001 pp 0.00% +0.000 pp USD6.72 +15.5% 10 qtrs
62 BANK OF AMERICA CORP /DE/ 23.3K +5.9K (+33.9%) 180.9K +68.4K (+60.8%) 0.04% +0.009 pp 0.00% +0.000 pp USD8.02 -3.2% 18 qtrs
63 OCCUDO QUANTITATIVE STRATEGIES LP 23.0K +5.3K (+29.7%) 178.7K +64.0K (+55.8%) 0.04% +0.008 pp 0.01% -0.002 pp USD5.19 +49.5% 5 qtrs
64 ENGINEERS GATE MANAGER LP 20.6K -1.5K (-6.9%) 159.9K +17.0K (+11.9%) 0.03% -0.003 pp 0.00% +0.000 pp USD4.38 +77.2% 3 qtrs
65 PRELUDE CAPITAL MANAGEMENT, LLC 19.0K +612.0 (+3.3%) 147.5K +28.7K (+24.1%) 0.03% +0.001 pp 0.01% +0.002 pp USD4.48 +73.2% 3 qtrs
66 BOOTHBAY FUND MANAGEMENT, LLC 18.3K +18.3K (+100.0%) 142.4K +142.4K (+100.0%) 0.03% +0.030 pp 0.00% +0.002 pp USD7.76 +0.0% 1 qtrs NEW
67 PRICE T ROWE ASSOCIATES INC /MD/ 15.6K +— (+0.0%) 121.0K +20.0K (+19.8%) 0.03% 0.000 pp 0.00% +0.000 pp USD4.83 +60.7% 5 qtrs
68 UBS GROUP AG 15.5K -4.6K (-22.8%) 119.9K -9.3K (-7.2%) 0.02% -0.008 pp 0.00% +0.000 pp USD7.20 +7.8% 17 qtrs
69 PNC FINANCIAL SERVICES GROUP, INC. 15.2K -246.0 (-1.6%) 118.2K +18.2K (+18.2%) 0.02% -0.001 pp 0.00% +0.000 pp USD5.76 +34.7% 7 qtrs
70 DEUTSCHE BANK AG\ 15.2K +5.8K (+61.7%) 117.6K +57.1K (+94.3%) 0.02% +0.009 pp 0.00% +0.000 pp USD7.46 +4.0% 18 qtrs
71 WILLIAMS & NOVAK, LLC 14.9K -2.2K (-12.6%) 116.0K +5.5K (+5.0%) 0.02% -0.004 pp 0.09% +0.002 pp USD4.15 +87.0% 4 qtrs
72 METLIFE INVESTMENT MANAGEMENT, LLC 14.9K -649.0 (-4.2%) 115.8K +15.2K (+15.1%) 0.02% -0.001 pp 0.00% +0.000 pp USD6.46 +20.1% 18 qtrs
73 CIBC ASSET MANAGEMENT INC 13.1K +13.1K (+100.0%) 101.5K +101.5K (+100.0%) 0.02% +0.021 pp 0.00% +0.000 pp USD7.76 +0.0% 1 qtrs NEW
74 MERCER GLOBAL ADVISORS INC /ADV 12.8K +12.8K (+100.0%) 99.1K +99.1K (+100.0%) 0.02% +0.021 pp 0.00% +0.000 pp USD7.76 +0.0% 1 qtrs NEW
75 VERITION FUND MANAGEMENT LLC 12.0K -76.0 (-0.6%) 93.1K +15.1K (+19.4%) 0.02% 0.000 pp 0.00% +0.000 pp USD4.37 +77.6% 3 qtrs
76 PDT PARTNERS, LLC 11.8K -22.0K (-65.0%) 91.7K -126.6K (-58.0%) 0.02% -0.036 pp 0.01% -0.008 pp USD6.37 +21.8% 13 qtrs
77 R SQUARED LTD 11.8K -36.5K (-75.6%) 91.5K -220.7K (-70.7%) 0.02% -0.060 pp 0.04% -0.092 pp USD4.47 +73.6% 5 qtrs
78 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 11.2K +50.0 (+0.4%) 87.3K +14.9K (+20.7%) 0.02% 0.000 pp 0.00% +0.000 pp USD5.75 +35.0% 7 qtrs
79 MIRABELLA FINANCIAL SERVICES LLP 11.0K +11.0K (+100.0%) 85.6K +85.6K (+100.0%) 0.02% +0.018 pp 0.01% +0.008 pp USD7.76 +0.0% 1 qtrs NEW
80 CANADA PENSION PLAN INVESTMENT BOARD 10.5K +10.5K (+100.0%) 81.5K +81.5K (+100.0%) 0.02% +0.017 pp 0.00% +0.000 pp USD7.76 +0.0% 1 qtrs NEW
81 FMR LLC 9.0K +2.2K (+32.2%) 70.1K +26.0K (+58.8%) 0.01% +0.003 pp 0.00% +0.000 pp USD5.28 +47.0% 16 qtrs
82 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 9.0K +— (+0.0%) 70.1K +11.7K (+20.1%) 0.01% 0.000 pp 0.00% +0.000 pp USD6.64 +16.9% 10 qtrs
83 LOS ANGELES CAPITAL MANAGEMENT LLC 10.4K -59.4K (-85.1%) 65.9K -385.0K (-85.4%) 0.02% -0.097 pp 0.00% -0.001 pp USD4.37 +77.6% 3 qtrs
84 BNP PARIBAS ARBITRAGE, SNC 7.2K -6.2K (-46.4%) 55.9K -31.0K (-35.6%) 0.01% -0.010 pp 0.00% +0.000 pp USD6.03 +28.7% 5 qtrs
85 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 5.9K +— (+0.0%) 45.9K +7.7K (+20.1%) 0.01% 0.000 pp 0.00% +0.000 pp USD4.99 +55.5% 5 qtrs
86 ROYAL BANK OF CANADA 5.9K +2.6K (+78.5%) 45.0K +23.0K (+104.5%) 0.01% +0.004 pp 0.00% +0.000 pp USD6.35 +22.2% 18 qtrs
87 CWM, LLC 5.3K +488.0 (+10.2%) 41.0K +10.0K (+32.3%) 0.01% +0.001 pp 0.00% +0.000 pp USD5.53 +40.3% 6 qtrs
88 NISA INVESTMENT ADVISORS, LLC 4.7K +43.0 (+0.9%) 36.1K +6.3K (+21.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD4.45 +74.4% 9 qtrs
89 SBI SECURITIES CO., LTD. 2.8K -86.0 (-3.0%) 21.4K +3.0K (+16.5%) 0.00% 0.000 pp 0.00% +0.000 pp USD4.99 +55.5% 5 qtrs
90 VERSANT CAPITAL MANAGEMENT, INC 2.4K +— (+0.0%) 18.6K +3.1K (+20.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD6.27 +23.8% 5 qtrs
91 LEGAL & GENERAL GROUP PLC 2.3K +— (+0.0%) 18.1K +3.0K (+20.1%) 0.00% 0.000 pp 0.00% +0.000 pp USD10.36 -25.1% 18 qtrs
92 FEDERATED HERMES, INC. 2.0K +220.0 (+12.1%) 15.8K +4.1K (+34.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD5.94 +30.6% 3 qtrs
93 AMERITAS INVESTMENT PARTNERS, INC. 1.7K +— (+0.0%) 12.9K +2.2K (+20.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.58 -77.6% 18 qtrs
94 TOWER RESEARCH CAPITAL LLC (TRC) 1.6K -2.9K (-64.3%) 12.5K -16.7K (-57.2%) 0.00% -0.005 pp 0.00% -0.001 pp USD4.67 +66.2% 18 qtrs
95 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1.5K +5.0 (+0.3%) 11.6K +2.0K (+20.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.46 +20.1% 18 qtrs
96 FORTITUDE FAMILY OFFICE, LLC 1.4K +— (+0.0%) 10.6K +1.8K (+20.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD4.37 +77.6% 3 qtrs
97 GROUP ONE TRADING, L.P. 1.3K -1.3K (-49.7%) 10.2K -6.7K (-39.5%) 0.00% -0.002 pp 0.00% +0.000 pp USD6.46 +20.1% 10 qtrs
98 NEW YORK STATE COMMON RETIREMENT FUND 1.3K +— (+0.0%) 10.1K +1.7K (+20.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD34.26 -77.3% 18 qtrs
99 CHAPMAN FINANCIAL GROUP, LLC 1.0K +— (+0.0%) 7.8K +1.3K (+20.1%) 0.00% +0.000 pp 0.01% +0.001 pp USD4.37 +77.6% 3 qtrs
100 ROCKEFELLER CAPITAL MANAGEMENT L.P. 990.00 +990.0 (+100.0%) 7.7K +7.7K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD7.76 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 50 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Micro-Cap ETF IWC 0.02% 368.7K 0.60%
2 U.S. Micro Cap Portfolio ETF DFMC 0.01% 657.7K 0.43%
3 iShares Russell 2000 Growth ETF IWO 0.01% 783.9K 0.24%
4 Avantis U.S. Small Cap Equity ETF AVSC 0.00% 147.6K 0.25%
5 Vanguard Russell 2000 Growth ETF VTWG 0.00% 72.5K 0.06%
6 iShares Russell 2000 BuyWrite ETF IWMW 0.00% 2.0K 0.39%
7 iShares Russell 2000 ETF IWM 0.00% 2.95M 0.19%
8 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.00% 19.3K 0.36%
9 Invesco Russell 2000 UCITS ETF RTYS.L 0.00% 11.3K 0.25%
10 Global X - Russell 2000 ETF RSSL 0.00% 51.1K 0.08%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
67.7K
Shares disposed
Cash buys
Cash sales
Net activity
+67,720
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-22 Williams Toby J. Director A-Award A Common Stock 67,720 0.00 67,720 D
2026-03-03 Hill Scott A Director P-Purchase A Common Stock 8,918 3.73 33.3K 50,000 I
2026-03-02 Hill Scott A Director P-Purchase A Common Stock 41,082 3.31 136.0K 41,082 I
2026-03-02 Herckis Karen Officer S-Sale D Common Stock 3,978 3.24 12.9K 197,873 D
2026-03-02 Garcia Susan Officer S-Sale D Common Stock 5,956 3.24 19.3K 152,921 D
2026-03-02 Crum Richard Francis Officer S-Sale D Common Stock 6,262 3.24 20.3K 349,101 D
2026-03-02 Antoon Melanie Officer S-Sale D Common Stock 4,882 3.24 15.8K 284,611 D
2026-02-27 Srinivasan Krishna Director P-Purchase A Common Stock 40,000 3.25 130.0K 45,000 D
2026-02-27 GOODMAN ROBERT P Director P-Purchase A Common Stock 1,026,700 3.19 3.28M 1,038,475 I
2026-02-27 Friedrichsen Eric Director / Officer P-Purchase A Common Stock 15,500 2.90 45.0K 1,508,172 D
2026-02-26 Srinivasan Krishna Director P-Purchase A Common Stock 5,000 2.77 13.9K 5,000 D
2026-02-20 Friedrichsen Eric Director / Officer A-Award A Common Stock 221,949 0.00 1,492,672 D
2026-02-18 Herckis Karen Officer A-Award A Common Stock 41,726 0.00 173,985 D
2026-02-18 Garcia Susan Officer A-Award A Common Stock 42,910 0.00 117,147 D
2026-02-18 Friedrichsen Eric Director / Officer A-Award A Common Stock 151,695 0.00 1,270,723 D
2026-02-18 Crum Richard Francis Officer A-Award A Common Stock 69,841 0.00 355,363 D
2026-02-18 Antoon Melanie Officer A-Award A Common Stock 42,910 0.00 246,331 D
2026-02-17 Herckis Karen Officer S-Sale D Common Stock 8,171 3.07 25.1K 132,259 D
2026-02-17 Garcia Susan Officer S-Sale D Common Stock 3,743 3.07 11.5K 74,237 D
2026-02-17 Crum Richard Francis Officer S-Sale D Common Stock 6,508 3.07 20.0K 224,412 D
2026-02-17 Antoon Melanie Officer S-Sale D Common Stock 9,289 3.07 28.5K 203,421 D
2026-02-16 Friedrichsen Eric Director / Officer F-InKind D Common Stock 35,699 3.71 132.4K 1,119,028 D
2026-02-09 Offerdahl James Director P-Purchase A Common Stock 3,000 3.99 12.0K 223,652 D
2026-01-12 Barfoot Aaron Joseph Officer A-Award A Common Stock 246,609 0.00 246,609 D
2025-12-31 Lafair Michael Officer F-InKind D Common Stock 1,639 7.76 12.7K 799,314 D
2025-12-10 Antoon Melanie Officer S-Sale D Common Stock 20,000 8.71 174.2K 212,710 D
2025-11-30 Lafair Michael Officer F-InKind D Common Stock 1,639 7.16 11.7K 800,953 D
2025-11-17 Lafair Michael Officer S-Sale D Common Stock 15,214 6.59 100.3K 802,592 D
2025-11-17 Herckis Karen Officer S-Sale D Common Stock 5,826 6.59 38.4K 140,430 D
2025-11-17 Garcia Susan Officer S-Sale D Common Stock 11,162 6.59 73.6K 77,980 D
2025-11-17 Crum Richard Francis Officer S-Sale D Common Stock 4,779 6.59 31.5K 229,170 D
2025-11-17 Antoon Melanie Officer S-Sale D Common Stock 7,071 6.59 46.6K 232,710 D
2025-11-10 Friedrichsen Eric Director / Officer P-Purchase A Common Stock 6,660 6.68 44.5K 1,153,727 D
2025-11-04 BOGAN THOMAS F Director P-Purchase A Common Stock 7,001 5.98 41.9K 171,090 D
2025-10-31 Lafair Michael Officer F-InKind D Common Stock 1,639 6.32 10.4K 817,806 D
2025-10-20 BOGAN THOMAS F Director P-Purchase A Common Stock 6,929 5.98 41.4K 164,089 D
2025-10-17 BOGAN THOMAS F Director P-Purchase A Common Stock 17,902 5.94 106.3K 157,160 D
2025-10-07 BOGAN THOMAS F Director P-Purchase A Common Stock 13,680 5.95 81.4K 139,258 D
2025-09-30 Lafair Michael Officer F-InKind D Common Stock 1,639 6.46 10.6K 819,445 D
2025-09-17 LOVP SBIC MANAGEMENT SERVICES, LLC 10% Owner J-Other A Common Stock 4,612,116 0.00 6,324,973 I
2025-09-16 BOGAN THOMAS F Director P-Purchase A Common Stock 6,500 5.99 38.9K 125,578 D
2025-09-15 BOGAN THOMAS F Director P-Purchase A Common Stock 17,988 5.98 107.6K 119,078 D
2025-09-12 BOGAN THOMAS F Director P-Purchase A Common Stock 30,000 5.80 174.0K 101,090 D
2025-08-31 Lafair Michael Officer F-InKind D Common Stock 1,639 5.47 9.0K 821,084 D
2025-08-18 Lafair Michael Officer S-Sale D Common Stock 14,844 4.82 71.5K 822,723 D
2025-08-18 Herckis Karen Officer S-Sale D Common Stock 5,677 4.82 27.4K 146,256 D
2025-08-18 Crum Richard Francis Officer S-Sale D Common Stock 10,552 4.82 50.9K 233,949 D
2025-08-18 Antoon Melanie Officer S-Sale D Common Stock 6,898 4.82 33.2K 239,781 D
2025-08-14 Offerdahl James Director P-Purchase A Common Stock 6,500 4.92 32.0K 220,652 D
2025-08-11 Friedrichsen Eric Director / Officer P-Purchase A Common Stock 10,000 4.51 45.1K 1,147,067 D
2025-07-31 Lafair Michael Officer F-InKind D Common Stock 1,639 3.97 6.5K 837,567 D
2025-06-30 Lafair Michael Officer F-InKind D Common Stock 1,639 4.37 7.2K 838,456 D
2025-06-10 Offerdahl James Director A-Award A Common Stock 34,169 0.00 214,152 D
2025-06-10 Hill Scott A Director A-Award A Common Stock 34,169 0.00 223,230 D
2025-06-10 Burnette Colette Pierce Director A-Award A Common Stock 34,169 0.00 91,774 D
2025-06-10 Blount Susan L Director A-Award A Common Stock 34,169 0.00 94,823 D
2025-05-31 Lafair Michael Officer F-InKind D Common Stock 1,639 3.94 6.5K 840,095 D
2025-05-19 Lafair Michael Officer S-Sale D Common Stock 15,395 3.93 60.5K 841,734 D
2025-05-19 Herckis Karen Officer S-Sale D Common Stock 5,875 3.93 23.1K 151,933 D
2025-05-19 Friedrichsen Eric Director / Officer S-Sale D Common Stock 118,054 3.93 464.0K 1,136,317 D
2025-05-19 Antoon Melanie Officer S-Sale D Common Stock 7,155 3.93 28.1K 246,679 D
2025-04-30 Lafair Michael Officer F-InKind D Common Stock 1,639 3.73 6.1K 857,129 D
2025-03-31 Lafair Michael Officer F-InKind D Common Stock 1,639 4.09 6.7K 858,768 D
2025-03-13 BOGAN THOMAS F Director A-Award A Common Stock 71,090 0.00 71,090 D
2025-02-28 Lafair Michael Officer F-InKind D Common Stock 1,639 4.82 7.9K 860,407 D
2025-02-26 Lafair Michael Officer S-Sale D Common Stock 3,747 5.11 19.1K 862,046 D
2025-02-26 Herckis Karen Officer S-Sale D Common Stock 3,832 5.11 19.6K 157,808 D
2025-02-26 Antoon Melanie Officer S-Sale D Common Stock 2,824 5.11 14.4K 253,834 D
2025-02-18 Lafair Michael Officer S-Sale D Common Stock 13,146 5.19 68.2K 865,793 D
2025-02-18 Herckis Karen Officer S-Sale D Common Stock 4,424 5.19 23.0K 161,640 D
2025-02-18 Friedrichsen Eric Director / Officer A-Award A Common Stock 229,841 0.00 1,254,371 D
2025-02-18 Antoon Melanie Officer S-Sale D Common Stock 3,278 5.19 17.0K 256,658 D
2025-02-16 Lafair Michael Officer A-Award A Common Stock 28,193 0.00 878,939 D
2025-02-16 Herckis Karen Officer A-Award A Common Stock 42,222 0.00 145,927 D
2025-02-16 Crum Richard Francis Officer A-Award A Common Stock 105,820 0.00 243,751 D
2025-02-16 Antoon Melanie Officer A-Award A Common Stock 28,193 0.00 259,936 D
2025-01-31 Lafair Michael Officer F-InKind D Common Stock 1,860 5.04 9.4K 776,672 D
2024-12-31 Lafair Michael Officer F-InKind D Common Stock 1,639 4.99 8.2K 777,782 D
2024-11-30 Lafair Michael Officer F-InKind D Common Stock 1,639 5.92 9.7K 779,421 D
2024-11-18 Lafair Michael Officer S-Sale D Common Stock 12,042 5.40 65.0K 781,060 D
2024-11-18 Herckis Karen Officer S-Sale D Common Stock 3,615 5.40 19.5K 103,705 D
2024-11-18 Antoon Melanie Officer S-Sale D Common Stock 2,674 5.40 14.4K 166,346 D
2024-10-31 Lafair Michael Officer F-InKind D Common Stock 1,639 5.88 9.6K 793,102 D
2024-10-29 Garcia Susan Officer A-Award A Common Stock 89,142 0.00 89,142 D
2024-10-14 Garcia Susan Officer 0 0.00 0
2024-09-30 Lafair Michael Officer F-InKind D Common Stock 1,639 5.88 9.6K 794,741 D
2024-08-31 Lafair Michael Officer F-InKind D Common Stock 1,639 5.53 9.1K 796,380
2024-08-19 Lafair Michael Officer S-Sale D Common Stock 11,552 4.73 54.6K 798,019
2024-08-19 Herckis Karen Officer S-Sale D Common Stock 4,106 4.74 19.5K 107,320
2024-08-19 Antoon Melanie Officer S-Sale D Common Stock 3,039 4.73 14.4K 169,020
2024-08-14 Hill Scott A Director P-Purchase A Common Stock 1,446 5.43 7.9K 189,061
2024-08-13 Hill Scott A Director P-Purchase A Common Stock 23,554 5.39 127.0K 187,615
2024-07-31 Lafair Michael Officer F-InKind D Common Stock 1,639 6.18 10.1K 808,821
2024-07-15 Crum Richard Francis Officer A-Award A Common Stock 137,931 0.00 137,931
2024-06-30 Lafair Michael Officer F-InKind D Common Stock 1,639 5.96 9.8K 810,460
2024-06-13 Offerdahl James Director A-Award A Common Stock 24,958 0.00 179,983
2024-06-13 Hill Scott A Director A-Award A Common Stock 24,958 0.00 164,061
2024-06-13 Burnette Colette Pierce Director A-Award A Common Stock 24,958 0.00 57,605
2024-06-13 Blount Susan L Director A-Award A Common Stock 24,958 0.00 60,654
2024-05-31 Lafair Michael Officer F-InKind D Common Stock 1,639 5.85 9.6K 812,099
2024-05-17 Smith Kevin Joseph Officer S-Sale D Common Stock 7,833 6.65 52.1K 287,106
2024-05-17 Lafair Michael Officer S-Sale D Common Stock 7,690 6.65 51.1K 813,738
2024-05-17 Hill Scott A Director S-Sale D Common Stock 73,296 6.65 487.4K 139,103
2024-05-17 Herckis Karen Officer S-Sale D Common Stock 3,807 6.65 25.3K 111,426
2024-05-17 Antoon Melanie Officer S-Sale D Common Stock 2,759 6.65 18.3K 172,059
2024-04-30 Lafair Michael Officer F-InKind D Common Stock 1,639 7.55 12.4K 821,428
2024-04-29 Friedrichsen Eric Director / Officer A-Award A Common Stock 1,023,780 7.75 7.93M 1,023,780
2024-03-31 Lafair Michael Officer F-InKind D Common Stock 1,639 8.13 13.3K 823,067
2024-02-29 Lafair Michael Officer F-InKind D Common Stock 1,639 6.66 10.9K 824,706
2024-02-28 Smith Kevin Joseph Officer S-Sale D Common Stock 5,765 6.82 39.3K 298,089
2024-02-28 Lafair Michael Officer S-Sale D Common Stock 8,614 6.82 58.7K 826,345
2024-02-28 Antoon Melanie Officer S-Sale D Common Stock 2,006 6.82 13.7K 174,818
2024-02-22 Smith Kevin Joseph Officer A-Award A Common Stock 53,413 0.00 303,854
2024-02-22 Lafair Michael Officer A-Award A Common Stock 105,578 0.00 834,959
2024-02-22 Antoon Melanie Officer A-Award A Common Stock 24,926 0.00 176,824
2024-02-21 Hill Scott A Director / Officer A-Award A Common Stock 218,484 0.00 285,227
2024-02-20 Smith Kevin Joseph Officer S-Sale D Common Stock 5,098 7.60 38.7K 250,441
2024-02-20 Lafair Michael Officer S-Sale D Common Stock 4,756 7.61 36.2K 729,381
2024-02-20 Herckis Karen Officer S-Sale D Common Stock 3,226 7.61 24.5K 115,233
2024-02-20 Antoon Melanie Officer S-Sale D Common Stock 4,689 7.60 35.6K 151,898
2024-02-07 Smith Kevin Joseph Officer A-Award A Common Stock 57,931 0.00 255,539
2024-02-07 Lafair Michael Officer A-Award A Common Stock 57,931 0.00 734,137
2024-02-07 Herckis Karen Officer A-Award A Common Stock 41,380 0.00 118,459
2024-02-07 Antoon Melanie Officer A-Award A Common Stock 57,931 0.00 156,587
2024-01-31 Lafair Michael Officer F-InKind D Common Stock 1,860 8.18 15.2K 676,206
2024-01-18 Herckis Karen Officer D Common Stock 0 0.00 77,079
2024-01-18 Antoon Melanie Officer D Common Stock 0 0.00 98,656
2023-12-31 Lafair Michael Officer F-InKind D Common Stock 1,639 7.59 12.4K 677,477
2023-11-30 Lafair Michael Officer F-InKind D Common Stock 1,073 5.95 6.4K 679,116
2023-11-17 Smith Kevin Joseph Officer S-Sale D Common Stock 4,070 5.40 22.0K 197,608
2023-11-17 Lafair Michael Officer S-Sale D Common Stock 4,247 5.39 22.9K 680,189
2023-10-31 Lafair Michael Officer F-InKind D Common Stock 1,014 5.61 5.7K 684,436
2023-09-30 Lafair Michael Officer F-InKind D Common Stock 1,014 6.64 6.7K 685,450
2023-09-14 Offerdahl James Director P-Purchase A Common Stock 7,000 6.95 48.7K 155,025
2023-09-11 Hill Scott A Director / Officer A-Award A Common Stock 32,052 0.00 66,743
2023-08-31 Lafair Michael Officer F-InKind D Common Stock 1,014 9.50 9.6K 686,464
2023-08-17 Smith Kevin Joseph Officer S-Sale D Common Stock 4,118 8.94 36.8K 201,678
2023-08-17 Lafair Michael Officer S-Sale D Common Stock 4,294 8.94 38.4K 687,478
2023-07-31 Lafair Michael Officer F-InKind D Common Stock 1,014 9.74 9.9K 691,772
2023-06-30 Lafair Michael Officer F-InKind D Common Stock 1,014 8.22 8.3K 692,223
2023-06-15 Offerdahl James Director A-Award A Common Stock 18,473 0.00 148,025
2023-06-15 Hill Scott A Director A-Award A Common Stock 18,473 0.00 34,691
2023-06-15 Burnette Colette Pierce Director A-Award A Common Stock 18,473 0.00 32,647
2023-06-15 Blount Susan L Director A-Award A Common Stock 18,473 0.00 35,696
2023-05-31 Lafair Michael Officer F-InKind D Common Stock 1,014 8.27 8.4K 693,237
2023-05-17 Smith Kevin Joseph Officer S-Sale D Common Stock 4,149 5.39 22.4K 205,796
2023-05-17 Lafair Michael Officer S-Sale D Common Stock 4,371 5.39 23.6K 694,251
2023-04-30 Lafair Michael Officer F-InKind D Common Stock 1,014 5.88 6.0K 698,622
2023-04-13 Smith Kevin Joseph Officer D Common Stock 0 0.00 209,945
2023-03-31 Lafair Michael Officer F-InKind D Common Stock 977 6.64 6.5K 699,636
2023-02-28 Lafair Michael Officer F-InKind D Common Stock 1,235 7.00 8.6K 700,613
2023-02-06 Lafair Michael Officer A-Award A Common Stock 263,947 0.00 701,848
2023-01-03 Lafair Michael Officer S-Sale D Common Stock 1,640 6.35 10.4K 436,401
2022-12-29 Lafair Michael Officer M-Exempt A Employee Stock Option (right to buy) 49,965 0.00 0
2022-12-01 Lafair Michael Officer S-Sale D Common Stock 1,640 7.69 12.6K 388,076
2022-11-01 Lafair Michael Officer S-Sale D Common Stock 1,640 10.64 17.4K 389,716
2022-10-03 Lafair Michael Officer S-Sale D Common Stock 1,645 10.03 16.5K 391,356
2022-09-01 Zoellner Keith Officer S-Sale D Common Stock 5,000 13.16 65.8K 458,354
2022-09-01 Lafair Michael Officer S-Sale D Common Stock 1,725 13.55 23.4K 393,001
2022-08-16 Blount Susan L Director P-Purchase A Common Stock 1,735 14.39 25.0K 17,223
2022-08-15 Camara Kiwi Officer M-Exempt D Employee Stock Option (right to buy) 100,000 8.35 835.0K 300,000
2022-08-11 Lafair Michael Officer S-Sale D Common Stock 48,761 29.53 1.44M 374,726
2022-08-01 Lafair Michael Officer S-Sale D Common Stock 1,640 24.15 39.6K 391,403
2022-07-12 Offerdahl James Director A-Award A Common Stock 6,834 0.00 129,552
2022-07-12 Hill Scott A Director A-Award A Common Stock 6,834 0.00 16,218
2022-07-12 Camara Kiwi Officer A-Award A Employee Stock Option (right to buy) 4,366,966 0.00 4,366,966
2022-07-12 Burnette Colette Pierce Director A-Award A Common Stock 6,834 0.00 14,174
2022-07-12 Blount Susan L Director A-Award A Common Stock 6,834 0.00 15,488
2022-07-01 Lafair Michael Officer S-Sale D Common Stock 1,230 18.01 22.2K 393,043
2022-06-02 Stephens W. R. Jr. Director J-Other D Common Stock 141,371 23.20 3.28M 7,796,632
2022-06-02 Stephens Group, LLC 10% Owner J-Other D Common Stock 141,371 23.20 3.28M 7,796,632
2022-06-02 Clark Kenneth Aaron Director J-Other A Common Stock 141,371 23.20 3.28M 141,371
2022-06-01 Zoellner Keith Officer S-Sale D Common Stock 1,473 22.71 33.5K 464,417
2022-06-01 Lafair Michael Officer S-Sale D Common Stock 1,030 24.64 25.4K 394,273
2022-06-01 Deer VIII & Co. Ltd. Director J-Other D Common Stock 651,273 0.00 8,652,826
2022-06-01 Bessemer Venture Partners VIII L.P. 10% Owner J-Other D Common Stock 651,273 0.00 8,652,826
2022-04-30 Lafair Michael Officer F-InKind D Common Stock 1,014 30.71 31.1K 395,303
2022-04-18 Offerdahl James Director M-Exempt A Common Stock 2,000 8.80 17.6K 122,718
2022-04-08 Shimek Andrew Officer S-Sale D Common Stock 12,100 32.17 389.3K 126,574
2022-03-31 Lafair Michael Officer F-InKind D Common Stock 1,014 33.97 34.4K 396,317
2022-03-15 Stephens W. R. Jr. Director J-Other D Common Stock 1,102,381 28.19 31.08M 7,938,003
2022-03-15 Stephens Group, LLC 10% Owner J-Other D Common Stock 1,102,381 28.19 31.08M 7,938,003
2022-03-03 Lafair Michael Officer S-Sale D Common Stock 5,509 33.56 184.9K 405,822
2022-03-03 Deer VIII & Co. Ltd. Director J-Other D Common Stock 651,273 0.00 9,304,099
2022-03-03 Bessemer Venture Partners VIII L.P. 10% Owner J-Other D Common Stock 651,273 0.00 9,304,099
2022-03-01 Shimek Andrew Officer M-Exempt A Common Stock 25,000 1.50 37.5K 166,574
2022-02-28 Zoellner Keith Officer F-InKind D Common Stock 3,162 37.78 119.5K 468,354
2022-02-28 Offerdahl James Director S-Sale D Common Stock 1,000 34.51 34.5K 120,718
2022-02-28 Lafair Michael Officer F-InKind D Common Stock 1,014 37.78 38.3K 397,331
2022-02-04 Lafair Michael Officer M-Exempt A Common Stock 4,316 1.50 6.5K 402,661
2022-02-03 Lafair Michael Officer M-Exempt A Common Stock 9,684 1.50 14.5K 408,029
2022-01-31 Lafair Michael Officer F-InKind D Common Stock 1,184 34.32 40.6K 398,345
2022-01-04 Lafair Michael Officer M-Exempt A Common Stock 18,000 1.50 27.0K 399,529
2022-01-03 Lafair Michael Officer S-Sale D Common Stock 5,286 35.18 186.0K 383,129
2021-12-31 Lafair Michael Officer M-Exempt A Common Stock 4,200 1.50 6.3K 385,729
2021-12-29 Lafair Michael Officer M-Exempt A Common Stock 15,000 1.50 22.5K 381,529
2021-12-20 Lafair Michael Officer M-Exempt A Common Stock 30,635 1.50 46.0K 397,164
2021-12-13 Zoellner Keith Officer S-Sale D Common Stock 18,000 37.47 674.5K 471,516
2021-11-30 Zoellner Keith Officer F-InKind D Common Stock 4,918 36.70 180.5K 526,016
2021-11-18 Camara Kiwi Director / Officer S-Sale D Common Stock 1,800 52.11 93.8K 3,930,760

Executive team

Top executives
EBIT / Employee
-77.8K
Shares Outstanding
63.33M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Eric Friedrichsen Chief Executive Officer and Director 550.0K 2.84M 544.5K 132.2K 4.06M 69.81%
2 2025 Richard Crum Executive Vice President, Chief Product, Technology and Strategy Officer 370.0K 1.31M 219.8K 12.5K 1.91M 68.52%
3 2025 Michael S. Lafair Former Executive Vice President, Chief Financial Officer 410.0K 917.8K 243.5K 17.4K 1.59M 57.77%
4 2024 Eric Friedrichsen Chief Executive Officer and Director 370.9K 7.93M 271.0K 75.2K 8.65M 91.71%
5 2024 Scott Hill Chair and Former Chief Executive Officer 218.5K 1.75M 54.5K 2.03M 86.53%
6 2024 Michael S. Lafair Former Executive Vice President, Chief Financial Officer 410.0K 764.7K 179.6K 15.4K 1.37M 55.83%
7 2024 Michael S. Lafair Executive Vice President, Chief Financial Officer 410.0K 764.7K 179.6K 15.4K 1.37M 55.83%
8 2024 Melanie Antoon Executive Vice President, Chief Customer Officer 350.0K 764.7K 153.3K 10.2K 1.28M 59.83%
9 2023 Michael S. Lafair Executive Vice President, Chief Financial Officer 410.0K 3.77M 147.6K 14.1K 4.34M 86.82%
10 2023 Kevin Smith Executive Vice President, Chief Product Officer 320.0K 1.91M 76.8K 11.8K 2.31M 82.34%
11 2023 Scott Hill Director and Former Chief Executive Officer 186.5K 603.9K 38.6K 829.0K 72.84%
12 2023 Scott Hill Chair and Former Chief Executive Officer 186.5K 603.9K 38.6K 829.0K 72.84%
13 2023 Kiwi Camara Former Chief Executive Officer 344.9K 497.00 345.4K 0.00%
14 2022 Kiwi Camara Co-Founder, Chief Executive Officer and Director 500.0K 108.96M 75.6K 109.53M 99.47%
15 2022 Kiwi Camara Former Chief Executive Officer 500.0K 44.36M 75.6K 44.94M 98.72%
16 2022 Andrew Shimek Former Executive Vice President, Chief Revenue Officer 350.0K 2.70M 12.2K 3.06M 88.17%
17 2022 Michael S. Lafair Executive Vice President, Chief Financial Officer 410.0K 2.02M 14.2K 2.45M 82.66%
18 2022 Keith Zoellner Former Executive Vice President, Chief Technology Officer 320.0K 1.11M 13.8K 1.45M 76.93%
19 2021 Michael S. Lafair Chief Financial Officer 340.6K 3.74M 275.7K 3.2K 4.36M 85.79%
20 2021 Michael S. Lafair Executive Vice President, Chief Financial Officer 340.6K 3.74M 275.7K 3.2K 4.36M 85.79%
21 2021 Sean Nathaniel Former Chief Operating Officer 312.7K 3.14M 722.00 3.45M 90.93%
22 2021 Kiwi Camara Co-Founder, Chief Executive Officer and Director 413.8K 493.3K 30.7K 937.9K 0.00%
23 2021 Andrew Shimek Chief Revenue Officer 350.0K 441.2K 1.2K 792.4K 0.00%
24 2021 Andrew Shimek Former Executive Vice President, Chief Revenue Officer 350.0K 441.2K 1.2K 792.4K 0.00%
25 2020 Andrew Shimek Chief Revenue Officer 350.0K 218.8K 437.2K 1.2K 1.01M 21.72%
26 2020 Kiwi Camara Co-Founder, Chief Executive Officer and Director 325.0K 256.1K 2.8K 583.9K 0.00%
27 2020 Sean Nathaniel Former Chief Operating Officer 242.5K 150.6K 141.5K 530.00 535.1K 28.14%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2025-04-30 DEFA14A
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-24 4
2026-04-24 3
2026-04-23 8-K
2026-03-04 4
2026-03-04 4

Executive team

NameTitleCompensationGender
Eric Friedrichsen President, Chief Executive Officer & Director 1M male
Melanie Antoon Executive Vice President & Chief Customer Officer 513.5K female
Joe Jacobson Senior Vice President of Operations male
Karen Herckis Executive Vice President & Chief Human Resources Officer female
Kristen Stanley Director of Accounting
Lauren Caruso Senior Vice President & Chief Sales Officer female
Richard Crum Chief Product, Technology & Strategy Officer male
Susan Garcia Executive Vice President, General Counsel & Chief Compliance Officer female
Aaron Barfoot Executive VP, CFO & Principal Accounting Officer male
Tom Furr Chief Marketing Officer male
Aleksey Lakchakov Senior Director of Finance & Head of Investor Relations
ESG Rating
B
SOFTWARE - APPLICATION
2026
E (Environmental)
74.7 / 66.0
Company / Sector avg.
S (Social)
71.8 / 69.5
Company / Sector avg.
G (Governance)
43.5 / 67.5
Company / Sector avg.
ESG Total
63.3 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits