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Stride, Inc. (LRN)

USD82.35 -4.53 (-5.21%)
US NYSE Consumer Defensive Education & Training Services
Address 11720 Plaza America 20190
Reston, VA, US
CEO James J. Rhyu
IPO 2007-12-13
CIK 1157408 ISIN US86333M1080

Explore sections of this company profile

Description

Stride, Inc. is an ed-tech company that specializes in providing a variety of online learning tools and services. The firm delivers personalized educational experiences to students, primarily from kindergarten through twelfth grade (K-12), across the United States and internationally, leveraging both its proprietary content and third-party resources, including curriculum, software platforms, and support services. The company's digital solutions empower its clients to efficiently attract, enroll, instruct, monitor the academic progress of, and provide comprehensive assistance to their student populations. For the K-12 segment, Stride offers all-encompassing integrated packages—including systems, services, and expert guidance—to facilitate the operation of virtual or blended public schools. It also provides individual online courses, supplementary educational materials, and general education resources covering core subjects like mathematics, English language arts, science, and history for K-12 students. Beyond K-12, Stride expands into career-focused education, helping individuals develop essential skills for industries such as information technology, healthcare, and business. This includes specialized post-secondary career development programs for adult learners, offered under brands like Galvanize, Tech Elevator, and MedCerts, which provide skills training in fields like software engineering, healthcare, and various medical professions. Additionally, Stride offers staffing and talent development services to businesses. Stride, Inc. caters to a broad spectrum of clients, including public and private schools, school districts, charter boards, individual consumers, corporations, and government entities. Originally established in 2000 as K12 Inc., the company changed its name to Stride, Inc. in December 2020 and maintains its headquarters in Reston, Virginia.

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
USD82.35 -4.53 (-5.21%)
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Volume Profile
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Liquidity & share structure
Average Volume
803.7K
Beta
0.08
Float Shares
40.60M
Free Float %
95.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.45% +4.88% -4.92% +9.48% +45.41% +42.28% -38.98% +130.37% +235.07% +678.26% +276.29%
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 (17 ratings, all time) Hold
Price Targets & DCF
Current price
82.35
Low 94.00 +14.1%
Consensus 109.50 +33.0%
Median 109.50 +33.0%
High 125.00 +51.8%
DCF (Unlevered) 278.85 +238.6%
DCF (Levered) 263.45 +219.9%

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
Last Year 4
128.00
+55.4%
All Time 13
96.08
+16.7%
Quality scores
Altman Z-Score
5.86
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Education & Training Services: +8.8%
    +17.9% Q1'26: +2.7% (vs Q1'25)
  • EPS growth Education & Training Services: +23.7%
    +26.9% Q1'26: -4.5% (vs Q1'25)
  • FCF margin FCF growth · Education & Training Services: +33.4%
    +11.1% Q1'26: +32.1% (vs Q1'25)
  • EBIT margin Education & Training Services: +14.0%
    +16.4% Q1'26: +19.6% (vs Q1'25)
  • ROIC Education & Training Services: +8.8%
    +28.5% Q1'26: +26.4% (vs Q1'25)
  • Share dilution Education & Training Services: +0.0%
    +11.2% Q1'26: -3.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Education & Training Services: -0.27×
    1.08× Q1'26: 0.88× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.13) × ERP
WACC = 89% × Ke + 11% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 278.85 Current price: 82.35
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Jun 2014
actual
Jun 2015
actual
Jun 2016
actual
Jun 2017
actual
Jun 2018
actual
Jun 2019
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
3 Rev. Ana.
3 EPS Ana.
Jun 2027
3 Rev. Ana.
3 EPS Ana.
Jun 2028
1 Rev. Ana.
1 EPS Ana.
Jun 2029
1 Rev. Ana.
1 EPS Ana.
Jun 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
919.55M
est: 696.93M (+31.9%)
948.29M
est: 944.11M (+0.4%)
872.70M
est: 861.53M (+1.3%)
888.52M
est: 890.91M (-0.3%)
917.73M
est: 907.60M (+1.1%)
1.02B
est: 1.01B (+0.8%)
1.04B
est: 1.03B (+0.7%)
1.54B
est: 1.53B (+0.6%)
1.69B
est: 1.67B (+0.9%)
1.84B
est: 1.82B (+1.1%)
2.04B
est: 2.03B (+0.4%)
2.41B
est: 2.38B (+1.1%)
2.51B
2.50B – 2.53B
+5.5% YoY
2.65B
2.62B – 2.71B
+5.5% YoY
2.75B
2.74B – 2.77B
+4.0% YoY
2.99B
2.98B – 3.02B
+8.8% YoY
3.13B
3.11B – 3.15B
+4.5% YoY
EBITDA
115.53M
est: 79.79M (+44.8%)
98.71M
est: 115.39M (-14.5%)
82.14M
est: 70.80M (+16.0%)
87.41M
est: 82.35M (+6.1%)
100.81M
est: 57.81M (+74.4%)
116.89M
est: 118.51M (-1.4%)
104.55M
est: 119.65M (-12.6%)
203.36M
est: 196.24M (+3.6%)
253.27M
est: 149.44M (+69.5%)
291.31M
est: 217.35M (+34.0%)
386.18M
est: 342.17M (+12.9%)
508.39M
est: 400.36M (+27.0%)
422.24M
420.56M – 425.60M
+5.5% YoY
445.27M
440.22M – 457.03M
+5.5% YoY
463.20M
460.96M – 466.88M
+4.0% YoY
503.82M
501.38M – 507.82M
+8.8% YoY
526.41M
523.86M – 530.60M
+4.5% YoY
EBIT
29.26M
est: -2.38M (+1,330.3%)
18.43M
est: 41.35M (-55.4%)
13.91M
est: 7.17M (+94.1%)
13.13M
est: 11.78M (+11.5%)
25.55M
est: -1.59M (+1,710.3%)
45.49M
est: 42.66M (+6.6%)
32.46M
est: 40.14M (-19.1%)
113.29M
est: 86.93M (+30.3%)
155.35M
est: 74.58M (+108.3%)
180.95M
est: 126.46M (+43.1%)
276.50M
est: 229.09M (+20.7%)
393.72M
est: 268.05M (+46.9%)
282.70M
281.57M – 284.94M
+5.5% YoY
298.11M
294.74M – 305.99M
+5.5% YoY
310.12M
308.62M – 312.58M
+4.0% YoY
337.32M
335.68M – 340.00M
+8.8% YoY
352.44M
350.73M – 355.24M
+4.5% YoY
Net Income
19.60M
est: 1.93M (+913.5%)
10.99M
est: 30.05M (-63.4%)
9.04M
est: 2.83M (+218.9%)
451.0K
est: 8.01M (-94.4%)
27.62M
est: 501.9K (+5,402.6%)
37.21M
est: 33.26M (+11.9%)
24.51M
est: 34.47M (-28.9%)
71.45M
est: 69.00M (+3.6%)
107.13M
est: 47.43M (+125.9%)
126.87M
est: 154.42M (-17.8%)
204.18M
est: 219.69M (-7.1%)
287.94M
est: 334.47M (-13.9%)
342.03M
338.50M – 345.56M
+2.3% YoY
360.44M
355.20M – 365.68M
+5.4% YoY
392.46M
389.20M – 395.71M
+8.9% YoY
437.18M
434.42M – 441.69M
+11.4% YoY
467.68M
464.73M – 472.51M
+7.0% YoY
SGA
313.26M
est: 282.87M (+10.7%)
307.73M
est: 295.74M (+4.1%)
302.21M
est: 248.28M (+21.7%)
305.62M
est: 303.06M (+0.8%)
299.69M
est: 257.91M (+16.2%)
306.83M
est: 315.00M (-2.6%)
315.08M
est: 315.45M (-0.1%)
424.44M
est: 590.88M (-28.2%)
439.85M
est: 365.36M (+20.4%)
481.57M
est: 430.93M (+11.8%)
514.00M
est: 515.89M (-0.4%)
524.35M
est: 603.62M (-13.1%)
636.61M
634.08M – 641.67M
+5.5% YoY
671.32M
663.72M – 689.06M
+5.5% YoY
698.37M
694.98M – 703.91M
+4.0% YoY
759.61M
755.93M – 765.64M
+8.8% YoY
793.67M
789.82M – 799.97M
+4.5% YoY
EPS
0.50
est: 0.36 (+40.8%)
0.29
est: 0.70 (-58.8%)
0.24
est: 0.39 (-37.9%)
0.01
est: 0.41 (-97.6%)
0.70
est: 0.58 (+21.4%)
0.96
est: 0.84 (+14.3%)
0.62
est: 0.52 (+19.2%)
1.78
est: 1.61 (+10.4%)
2.58
est: 2.53 (+2.0%)
3.00
est: 2.83 (+5.9%)
4.79
est: 4.53 (+5.8%)
6.69
est: 6.89 (-2.9%)
7.04
6.99 – 7.14
+2.3% YoY
7.44
7.34 – 7.55
+5.6% YoY
8.09
8.04 – 8.17
+8.8% YoY
9.03
8.97 – 9.12
+11.6% YoY
9.66
9.60 – 9.76
+7.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-16 Barrington Research Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-27 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-26 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-22 A 4/5 5/5 5/5 5/5 3/5 3/5 2/5
2026-05-21 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-05-20 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-05-19 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-05-18 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-05-15 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-05-14 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-05-13 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-05-12 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-05-11 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-05-08 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-05-07 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-05-06 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-05-05 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-05-04 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-05-01 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-04-30 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-04-29 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-04-28 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-04-27 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-04-24 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-04-23 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-04-22 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-04-21 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-04-20 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-04-17 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5
2026-04-16 A+ 4/5 5/5 5/5 5/5 2/5 4/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
392.45M
OE per share TTM
8.16
Owner's Yield
9.90%
Maintenance CapEx ratio
19.63%
Maint CapEx / Avg PPE
7.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
434
Total invested
4.06B
Insider transactions (90d)
0
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 7.22M 16.90% 6.96M 7.22M HC Delaware 2022-08-09
2 The Vanguard Group - 23-1945930 4.29M 10.02% 42.0K 4.21M 76.7K IA Pennsylvania 2022-05-10
3 9.6%** 3.69M 9.60% 3.69M 3.69M HC, IN Massachusetts 2015-02-17
4 (. 3.43M 8.55% 3.30M 3.43M IA Delaware 2019-02-08
5 30-0447847 2.82M 6.60% 2.77M 2.82M IA Delaware Limited Partnership 2022-02-08
6 1,922,525** 1.92M 5.00% 1.92M 1.92M HC, CO Massachusetts 2015-02-17
7 of 14 1.55M 3.80% 1.55M 1.55M IA, PN Delaware 2017-02-10
8 1,477,468** 1.48M 3.90% 1.48M 1.48M HC, OO Massachusetts 2015-02-17
9 10 288.1K 0.80% 288.1K 288.1K IA, PN Massachusetts 2015-02-17
10 1.82% 698.00 1.82% 698.00 698.00 IA Sydney, New South Wales Australia 2014-11-10
11 10. 698.00 1.82% HC Sydney, New South Wales Australia 2014-11-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
434
+17 vs prev Q
New positions
97
Closed positions
76
Increased
249
Reduced
141
Put/Call ratio
0.11
Calls held
2.63M
Puts held
290.4K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 6.54M -72.3K (-1.1%) 424.76M -560.3M (-56.9%) 15.13% -0.232 pp 0.01% -0.010 pp USD86.00 -24.5% 6 qtrs
2 VANGUARD GROUP INC 4.88M +340.8K (+7.5%) 317.09M -359.5M (-53.1%) 11.30% +0.744 pp 0.00% -0.006 pp USD31.27 +107.6% 21 qtrs
3 DIMENSIONAL FUND ADVISORS LP 1.66M +408.6K (+32.7%) 107.77M -78.6M (-42.2%) 3.84% +0.933 pp 0.02% -0.017 pp USD33.59 +93.3% 21 qtrs
4 STATE STREET CORP 1.65M +46.0K (+2.9%) 107.03M -131.6M (-55.2%) 3.81% +0.091 pp 0.00% -0.005 pp USD39.44 +64.6% 21 qtrs
5 MORGAN STANLEY 1.63M +808.1K (+98.1%) 105.94M -16.7M (-13.6%) 3.77% +1.862 pp 0.01% -0.001 pp USD47.72 +36.1% 21 qtrs
6 JANUS HENDERSON GROUP PLC 1.41M +21.9K (+1.6%) 91.85M -115.6M (-55.7%) 3.27% +0.037 pp 0.04% -0.054 pp USD44.36 +46.4% 21 qtrs
7 NORGES BANK 1.12M +1.1M (+100.0%) 72.87M +72.9M (+100.0%) 2.60% +2.597 pp 0.01% +0.008 pp USD64.93 +0.0% 1 qtrs NEW
8 GEODE CAPITAL MANAGEMENT, LLC 1.05M +8.9K (+0.9%) 68.36M -87.1M (-56.0%) 2.44% +0.010 pp 0.00% -0.006 pp USD40.06 +62.1% 21 qtrs
9 INVESCO LTD. 978.6K -826.9K (-45.8%) 63.54M -205.4M (-76.4%) 2.26% -1.931 pp 0.01% -0.033 pp USD65.12 -0.3% 21 qtrs
10 SWEDBANK AB 972.9K +— (+0.0%) 63.17M -81.7M (-56.4%) 2.25% -0.010 pp 0.06% -0.086 pp USD59.96 +8.3% 14 qtrs
11 TWO SIGMA INVESTMENTS, LP 848.8K +776.6K (+1,076.1%) 55.11M +44.4M (+412.7%) 1.96% +1.796 pp 0.08% +0.062 pp USD69.47 -6.5% 12 qtrs
12 MILLENNIUM MANAGEMENT LLC 784.5K +635.2K (+425.5%) 50.94M +28.7M (+129.1%) 1.82% +1.468 pp 0.02% +0.012 pp USD76.63 -15.3% 21 qtrs
13 PRINCIPAL FINANCIAL GROUP INC 734.3K +17.8K (+2.5%) 47.68M -59.0M (-55.3%) 1.70% +0.034 pp 0.02% -0.030 pp USD87.69 -26.0% 17 qtrs
14 DEUTSCHE BANK AG\ 695.9K +118.8K (+20.6%) 45.18M -40.8M (-47.4%) 1.61% +0.269 pp 0.01% -0.014 pp USD42.60 +52.4% 21 qtrs
15 BARCLAYS PLC 688.2K +225.6K (+48.8%) 44.69M +5.2M (+13.2%) 1.59% +0.517 pp 0.01% +0.001 pp USD79.95 -18.8% 16 qtrs
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 633.6K +18.8K (+3.1%) 41.14M -50.4M (-55.1%) 1.47% +0.038 pp 0.01% -0.008 pp USD53.84 +20.6% 21 qtrs
17 BANK OF AMERICA CORP /DE/ 596.1K +297.0K (+99.3%) 38.70M -5.8M (-13.1%) 1.38% +0.684 pp 0.00% 0.000 pp USD51.74 +25.5% 21 qtrs
18 UBS GROUP AG 590.0K +24.2K (+4.3%) 38.31M -46.0M (-54.5%) 1.37% +0.051 pp 0.01% -0.007 pp USD123.24 -47.3% 21 qtrs
19 PRICE T ROWE ASSOCIATES INC /MD/ 578.9K -387.7K (-40.1%) 37.59M -106.4M (-73.9%) 1.34% -0.906 pp 0.00% -0.011 pp USD98.55 -34.1% 21 qtrs
20 VICTORY CAPITAL MANAGEMENT INC 562.3K +490.4K (+682.1%) 36.51M +25.8M (+241.0%) 1.30% +1.134 pp 0.02% +0.014 pp USD66.43 -2.3% 21 qtrs
21 SG AMERICAS SECURITIES, LLC 556.5K +555.5K (+59,862.5%) 36.13M +36.0M (+26,081.2%) 1.29% +1.285 pp 0.05% +0.046 pp USD65.02 -0.1% 20 qtrs
22 OPHIR ASSET MANAGEMENT PTY LTD 537.9K +334.9K (+165.0%) 34.93M +4.7M (+15.5%) 1.24% +0.773 pp 3.92% +0.183 pp USD81.96 -20.8% 20 qtrs
23 NEARWATER CAPITAL MARKETS, LTD 488.0K +488.0K (+100.0%) 31.69M +31.7M (+100.0%) 1.13% +1.129 pp 0.54% +0.542 pp USD64.93 +0.0% 1 qtrs NEW
24 AMERICAN CENTURY COMPANIES INC 458.5K -869.9K (-65.5%) 29.77M -168.1M (-85.0%) 1.06% -2.026 pp 0.02% -0.086 pp USD83.59 -22.3% 15 qtrs
25 BNP PARIBAS ARBITRAGE, SNC 454.9K +348.3K (+326.8%) 29.54M +13.7M (+86.1%) 1.05% +0.805 pp 0.01% +0.005 pp USD77.87 -16.6% 5 qtrs
26 JANE STREET GROUP, LLC 448.2K +400.6K (+840.1%) 29.10M +22.0M (+309.8%) 1.04% +0.926 pp 0.00% +0.003 pp USD70.93 -8.5% 21 qtrs
27 RICE HALL JAMES & ASSOCIATES, LLC 427.8K +122.4K (+40.1%) 27.78M -17.7M (-38.9%) 0.99% +0.280 pp 1.53% -0.951 pp USD35.58 +82.5% 21 qtrs
28 NORTHERN TRUST CORP 423.6K -35.7K (-7.8%) 27.51M -40.9M (-59.8%) 0.98% -0.087 pp 0.00% -0.005 pp USD34.50 +88.2% 21 qtrs
29 ROCKEFELLER CAPITAL MANAGEMENT L.P. 403.6K +666.0 (+0.2%) 26.20M -33.8M (-56.3%) 0.93% -0.002 pp 0.05% -0.070 pp USD49.55 +31.0% 21 qtrs
30 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 369.9K +137.8K (+59.3%) 24.02M -10.6M (-30.5%) 0.86% +0.317 pp 0.13% -0.059 pp USD82.49 -21.3% 7 qtrs
31 TWO SIGMA ADVISERS, LP 369.7K +369.7K (+100.0%) 24.00M +24.0M (+100.0%) 0.86% +0.855 pp 0.05% +0.047 pp USD64.93 +0.0% 4 qtrs
32 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 367.1K +367.1K (+100.0%) 23.84M +23.8M (+100.0%) 0.85% +0.849 pp 0.04% +0.040 pp USD64.93 +0.0% 1 qtrs NEW
33 KHROM CAPITAL MANAGEMENT LLC 358.2K +358.2K (+100.0%) 23.26M +23.3M (+100.0%) 0.83% +0.829 pp 2.42% +2.418 pp USD64.93 +0.0% 1 qtrs NEW
34 FMR LLC 332.2K -302.5K (-47.7%) 21.57M -73.0M (-77.2%) 0.77% -0.706 pp 0.00% -0.004 pp USD147.11 -55.9% 21 qtrs
35 SYSTEMATIC FINANCIAL MANAGEMENT LP 329.4K +10.8K (+3.4%) 21.39M -26.1M (-54.9%) 0.76% +0.022 pp 0.50% -0.650 pp USD25.78 +151.9% 21 qtrs
36 POINT72 ASSET MANAGEMENT, L.P. 314.2K +124.2K (+65.4%) 20.40M -7.9M (-27.9%) 0.73% +0.286 pp 0.02% -0.025 pp USD113.77 -42.9% 12 qtrs
37 GOLDMAN SACHS GROUP INC 309.6K -72.8K (-19.0%) 20.11M -36.9M (-64.7%) 0.72% -0.172 pp 0.00% -0.005 pp USD52.30 +24.1% 21 qtrs
38 FIERA CAPITAL CORP 294.1K +68.2K (+30.2%) 19.10M -14.6M (-43.3%) 0.68% +0.156 pp 0.06% -0.048 pp USD112.23 -42.1% 4 qtrs
39 BANK OF NEW YORK MELLON CORP 284.1K +3.9K (+1.4%) 18.45M -23.3M (-55.8%) 0.66% +0.006 pp 0.00% -0.005 pp USD33.22 +95.5% 21 qtrs
40 VOLORIDGE INVESTMENT MANAGEMENT, LLC 262.8K +190.3K (+262.5%) 17.07M +6.3M (+58.0%) 0.61% +0.440 pp 0.06% +0.024 pp USD88.10 -26.3% 2 qtrs
41 BREACH INLET CAPITAL MANAGEMENT, LLC 247.3K +21.0K (+9.3%) 16.06M -17.6M (-52.4%) 0.57% +0.046 pp 7.56% -9.079 pp USD141.80 -54.2% 8 qtrs
42 GW&K INVESTMENT MANAGEMENT, LLC 232.1K +116.1K (+100.1%) 15.07M -2.2M (-12.8%) 0.54% +0.268 pp 0.13% -0.023 pp USD106.92 -39.3% 2 qtrs
43 CITADEL ADVISORS LLC 228.8K +80.1K (+53.8%) 14.86M -7.3M (-32.9%) 0.53% +0.184 pp 0.00% -0.001 pp USD107.58 -39.6% 21 qtrs
44 TOROSO INVESTMENTS, LLC 224.5K +32.4K (+16.8%) 14.58M -14.0M (-49.1%) 0.52% +0.073 pp 0.03% -0.023 pp USD97.88 -33.7% 7 qtrs
45 NUVEEN, LLC 224.5K -93.0K (-29.3%) 14.58M -32.7M (-69.2%) 0.52% -0.218 pp 0.00% -0.009 pp USD127.23 -49.0% 4 qtrs
46 M&G PLC 215.5K +215.5K (+100.0%) 14.01M +14.0M (+100.0%) 0.50% +0.499 pp 0.07% +0.072 pp USD64.93 +0.0% 1 qtrs NEW
47 MAN GROUP PLC 210.7K +136.1K (+182.3%) 13.68M +2.6M (+23.1%) 0.49% +0.314 pp 0.02% +0.004 pp USD88.32 -26.5% 5 qtrs
48 WELLINGTON MANAGEMENT GROUP LLP 207.8K -304.0K (-59.4%) 13.49M -62.7M (-82.3%) 0.48% -0.708 pp 0.00% -0.011 pp USD105.12 -38.2% 12 qtrs
49 TUDOR INVESTMENT CORP ET AL 205.0K +111.6K (+119.5%) 13.31M -597.6K (-4.3%) 0.47% +0.257 pp 0.02% +0.001 pp USD99.75 -34.9% 4 qtrs
50 CAT ROCK CAPITAL MANAGEMENT LP 195.7K -8.0K (-3.9%) 12.70M -17.6M (-58.1%) 0.45% -0.020 pp 1.82% -1.921 pp USD112.28 -42.2% 5 qtrs
51 PACER ADVISORS, INC. 188.7K +187.2K (+12,051.4%) 12.25M +12.0M (+5,197.4%) 0.44% +0.433 pp 0.03% +0.031 pp USD65.59 -1.0% 3 qtrs
52 QUBE RESEARCH & TECHNOLOGIES LTD 185.3K +185.3K (+100.0%) 12.03M +12.0M (+100.0%) 0.43% +0.429 pp 0.01% +0.012 pp USD64.93 +0.0% 12 qtrs
53 ENGINEERS GATE MANAGER LP 179.2K +140.9K (+367.2%) 11.64M +5.9M (+103.7%) 0.41% +0.326 pp 0.14% +0.073 pp USD78.83 -17.6% 16 qtrs
54 PUBLIC SECTOR PENSION INVESTMENT BOARD 178.3K -7.3K (-3.9%) 11.58M -16.1M (-58.1%) 0.41% -0.019 pp 0.04% -0.063 pp USD91.46 -29.0% 14 qtrs
55 KENNEDY CAPITAL MANAGEMENT LLC 177.2K +97.6K (+122.6%) 11.51M -352.9K (-3.0%) 0.41% +0.225 pp 0.24% -0.019 pp USD85.08 -23.7% 7 qtrs
56 FRONTIER CAPITAL MANAGEMENT CO LLC 160.7K +66.0K (+69.7%) 10.43M -3.7M (-26.0%) 0.37% +0.152 pp 0.11% -0.016 pp USD96.59 -32.8% 6 qtrs
57 CERITY PARTNERS LLC 160.6K +158.9K (+9,295.4%) 10.43M +10.2M (+3,995.9%) 0.37% +0.368 pp 0.02% +0.015 pp USD64.92 +0.0% 8 qtrs
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 147.9K -19.0K (-11.4%) 9.60M -15.3M (-61.4%) 0.34% -0.046 pp 0.00% -0.002 pp USD90.02 -27.9% 21 qtrs
59 VOSS CAPITAL, LLC 138.3K +138.3K (+100.0%) 8.98M +9.0M (+100.0%) 0.32% +0.320 pp 0.43% +0.431 pp USD64.93 +0.0% 1 qtrs NEW
60 PRAETORIAN PR LLC 130.0K +130.0K (+100.0%) 8.44M +8.4M (+100.0%) 0.30% +0.301 pp 4.09% +4.090 pp USD64.93 +0.0% 1 qtrs NEW
61 BRIDGEWATER ASSOCIATES, LP 129.0K +89.5K (+226.2%) 8.38M +2.5M (+42.2%) 0.30% +0.207 pp 0.03% +0.008 pp USD78.97 -17.8% 19 qtrs
62 RHUMBLINE ADVISERS 119.2K -993.0 (-0.8%) 7.74M -10.2M (-56.8%) 0.28% -0.004 pp 0.01% -0.008 pp USD37.73 +72.1% 21 qtrs
63 NEW YORK STATE COMMON RETIREMENT FUND 113.1K -10.5K (-8.5%) 7.34M -11.1M (-60.1%) 0.26% -0.025 pp 0.01% -0.014 pp USD50.69 +28.1% 21 qtrs
64 LEGAL & GENERAL GROUP PLC 112.1K -20.7K (-15.6%) 7.28M -12.5M (-63.2%) 0.26% -0.049 pp 0.00% -0.003 pp USD57.30 +13.3% 21 qtrs
65 MONTANARO ASSET MANAGEMENT LTD 108.0K -24.2K (-18.3%) 7.01M -12.7M (-64.4%) 0.25% -0.057 pp 1.95% -2.963 pp USD83.39 -22.1% 7 qtrs
66 NORDEA INVESTMENT MANAGEMENT AB 105.0K -15.8K (-13.1%) 6.85M -11.1M (-61.9%) 0.24% -0.038 pp 0.01% -0.010 pp USD60.00 +8.2% 10 qtrs
67 ALGERT GLOBAL LLC 104.6K -24.7K (-19.1%) 6.79M -12.5M (-64.7%) 0.24% -0.058 pp 0.11% -0.216 pp USD117.02 -44.5% 9 qtrs
68 KIRR MARBACH & CO LLC /IN/ 101.9K -679.0 (-0.7%) 6.62M -8.7M (-56.7%) 0.24% -0.003 pp 1.27% -1.494 pp USD36.35 +78.6% 19 qtrs
69 PALISADE CAPITAL MANAGEMENT, LP 101.7K -41.1K (-28.8%) 6.60M -14.7M (-69.0%) 0.24% -0.097 pp 0.20% -0.382 pp USD27.15 +139.2% 21 qtrs
70 UBS ASSET MANAGEMENT AMERICAS INC 98.9K +1.6K (+1.6%) 6.42M -8.1M (-55.7%) 0.23% +0.003 pp 0.00% -0.002 pp USD90.15 -28.0% 21 qtrs
71 DEKABANK DEUTSCHE GIROZENTRALE 86.2K +— (+0.0%) 6.42M -6.4M (-50.1%) 0.20% -0.001 pp 0.01% -0.011 pp USD63.00 +3.1% 8 qtrs
72 WELLS FARGO & COMPANY/MN 92.0K -44.7K (-32.7%) 5.97M -14.4M (-70.7%) 0.21% -0.105 pp 0.00% -0.003 pp USD108.45 -40.1% 21 qtrs
73 SQUAREPOINT OPS LLC 91.8K -739.0K (-88.9%) 5.96M -117.8M (-95.2%) 0.21% -1.718 pp 0.01% -0.118 pp USD131.25 -50.5% 10 qtrs
74 AQUATIC CAPITAL MANAGEMENT LLC 91.6K +64.7K (+239.6%) 5.95M +1.9M (+48.1%) 0.21% +0.149 pp 0.17% +0.094 pp USD83.34 -22.1% 7 qtrs
75 ENVESTNET ASSET MANAGEMENT INC 91.3K -83.9K (-47.9%) 5.93M -20.2M (-77.3%) 0.21% -0.196 pp 0.00% -0.006 pp USD72.42 -10.3% 15 qtrs
76 JPMORGAN CHASE & CO 90.9K -287.0K (-75.9%) 5.90M -50.4M (-89.5%) 0.21% -0.668 pp 0.00% -0.003 pp USD94.86 -31.6% 21 qtrs
77 FINDELL CAPITAL MANAGEMENT LLC 90.0K +90.0K (+100.0%) 5.84M +5.8M (+100.0%) 0.21% +0.208 pp 1.68% +1.680 pp USD64.93 +0.0% 1 qtrs NEW
78 RAYMOND JAMES FINANCIAL INC 88.7K -41.1K (-31.7%) 5.76M -13.6M (-70.2%) 0.21% -0.096 pp 0.00% -0.004 pp USD122.57 -47.0% 5 qtrs
79 SWISS NATIONAL BANK 86.1K +1.7K (+2.0%) 5.59M -7.0M (-55.5%) 0.20% +0.003 pp 0.00% -0.004 pp USD31.24 +107.8% 21 qtrs
80 AMERIPRISE FINANCIAL INC 81.9K -152.1K (-65.0%) 5.32M -29.5M (-84.7%) 0.19% -0.354 pp 0.00% -0.007 pp USD89.15 -27.2% 21 qtrs
81 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 77.7K +5.3K (+7.3%) 5.04M -5.7M (-53.2%) 0.18% +0.012 pp 0.00% -0.004 pp USD143.19 -54.7% 2 qtrs
82 NEO IVY CAPITAL MANAGEMENT 76.5K +76.5K (+100.0%) 4.97M +5.0M (+100.0%) 0.18% +0.177 pp 0.78% +0.785 pp USD64.93 +0.0% 1 qtrs NEW
83 EDGESTREAM PARTNERS, L.P. 70.1K +70.1K (+100.0%) 4.55M +4.6M (+100.0%) 0.16% +0.162 pp 0.13% +0.128 pp USD64.93 +0.0% 4 qtrs
84 LAZARD ASSET MANAGEMENT LLC 70.0K +70.0K (+100.0%) 4.55M +4.5M (+100.0%) 0.16% +0.162 pp 0.01% +0.008 pp USD64.93 +0.0% 1 qtrs NEW
85 LPL FINANCIAL LLC 69.1K -69.6K (-50.2%) 4.49M -16.2M (-78.3%) 0.16% -0.163 pp 0.00% -0.005 pp USD109.97 -41.0% 21 qtrs
86 HSBC HOLDINGS PLC 66.1K +64.4K (+3,811.3%) 4.31M +4.1M (+1,612.3%) 0.15% +0.149 pp 0.00% +0.002 pp USD65.80 -1.3% 8 qtrs
87 AQR CAPITAL MANAGEMENT LLC 62.2K +44.7K (+255.0%) 4.04M +1.4M (+54.8%) 0.14% +0.103 pp 0.00% +0.000 pp USD73.93 -12.2% 16 qtrs
88 BESSEMER GROUP INC 60.1K +59.9K (+27,232.3%) 3.90M +3.9M (+11,730.3%) 0.14% +0.139 pp 0.01% +0.006 pp USD65.01 -0.1% 12 qtrs
89 RENAISSANCE GROUP LLC 60.1K -9.1K (-13.2%) 3.90M -6.4M (-62.2%) 0.14% -0.022 pp 0.16% -0.232 pp USD81.45 -20.3% 8 qtrs
90 KERRISDALE ADVISERS, LLC 59.7K +59.7K (+100.0%) 3.87M +3.9M (+100.0%) 0.14% +0.138 pp 1.82% +1.825 pp USD64.93 +0.0% 1 qtrs NEW
91 ROYCE & ASSOCIATES LP 58.2K +37.9K (+186.3%) 3.78M +751.7K (+24.8%) 0.13% +0.088 pp 0.04% +0.008 pp USD54.83 +18.4% 13 qtrs
92 TWINBEECH CAPITAL LP 56.2K +52.3K (+1,326.8%) 3.65M +3.1M (+522.0%) 0.13% +0.121 pp 0.26% +0.236 pp USD70.56 -8.0% 3 qtrs
93 SOUTH STREET ADVISORS LLC 55.7K -27.7K (-33.2%) 3.61M -8.8M (-70.9%) 0.13% -0.065 pp 0.51% -1.119 pp USD35.48 +83.0% 13 qtrs
94 SPEARS ABACUS ADVISORS LLC 55.6K +55.6K (+100.0%) 3.61M +3.6M (+100.0%) 0.13% +0.129 pp 0.07% +0.068 pp USD64.93 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 176 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Rockefeller U.S. Small-Mid Cap ETF RSMC 2.29% 16.53M 0.75%
2 Euclidean Fundamental Value ETF ECML 1.72% 2.35M 0.95%
3 Invesco S&P SmallCap Consumer Discretionary ETF PSCD 1.51% 354.4K 0.29%
4 Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG 1.36% 408.4K 0.59%
5 Invesco Dorsey Wright Consumer Staples Momentum ETF PSL 1.09% 921.8K 0.74%
6 First Trust Small Cap BuyWrite Income ETF FTKI 1.05% 263.7K 0.86%
7 Invesco S&P SmallCap Quality ETF XSHQ 0.75% 1.89M 0.29%
8 OneAscent Small Cap Core ETF OASC 0.70% 590.2K 0.64%
9 Applied Finance IVS US SMID ETF IVSS 0.61% 77.7K 0.59%
10 Distillate Small/Mid Cash Flow ETF DSMC 0.57% 750.4K 0.55%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
12
Shares acquired
Shares disposed
23.5K
Cash buys
Cash sales
Net activity
-23,518
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
2026-03-15 McMullen Greerson Greene Officer F-InKind D Common Stock 363 84.36 30.6K 12,644 D
2026-02-19 Rhyu James Jeaho Director / Officer G-Gift D Common Stock 1,350 0.00 733,227 D
2026-02-18 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 9,282 84.25 782.0K 734,577 D
2026-02-18 Goldthwaite Todd Director / Officer F-InKind D Common Stock 354 84.25 29.8K 93,506 D
2026-02-18 Blackman Donna Officer F-InKind D Common Stock 2,235 84.25 188.3K 128,247 D
2026-02-09 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 6,527 87.51 571.2K 743,859 D
2026-02-09 Goldthwaite Todd Director / Officer F-InKind D Common Stock 88 87.51 7.7K 93,860 D
2026-02-09 Blackman Donna Officer F-InKind D Common Stock 1,109 87.51 97.0K 130,482 D
2026-02-08 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 1,623 87.83 142.5K 750,386 D
2026-02-08 McMullen Greerson Greene Officer F-InKind D Common Stock 95 87.83 8.3K 13,007 D
2026-02-08 Goldthwaite Todd Director / Officer F-InKind D Common Stock 98 87.83 8.6K 93,948 D
2026-02-08 Blackman Donna Officer F-InKind D Common Stock 394 87.83 34.6K 131,591 D
2025-12-04 Verbrugge Joseph A Director A-Award A Deferred Stock Unit 4,097 0.00 16,955 D
2025-12-04 SMITH RALPH R Director A-Award A Deferred Stock Unit 4,097 0.00 12,333 D
2025-12-04 McFadden Eliza Director A-Award A Common Stock 4,097 0.00 6,359 D
2025-12-04 Lawrence Allison Director A-Award A Deferred Stock Unit 4,097 0.00 13,218 D
2025-12-04 KNOWLING ROBERT E JR Director A-Award A Common Stock 4,097 0.00 6,551 D
2025-12-04 FINK STEVEN B Director A-Award A Common Stock 4,097 0.00 175,607 I
2025-12-04 ALVAREZ AIDA Director A-Award A Common Stock 4,097 0.00 42,201 D
2025-11-19 Rhyu James Jeaho Director / Officer G-Gift D Common Stock 25,177 0.00 752,009 D
2025-10-17 SMITH RALPH R Director A-Award A Deferred Stock Unit 15 0.00 8,236 D
2025-09-18 Rhyu James Jeaho Director / Officer A-Award A Common Stock 58,395 0.00 823,143 D
2025-09-17 Goldthwaite Todd Director / Officer M-Exempt D Restricted Stock Right 3,335 0.00 0 D
2025-09-17 Blackman Donna Officer M-Exempt D Restricted Stock Right 20,855 0.00 0 D
2025-09-16 KNOWLING ROBERT E JR Director Common Stock 0 0.00 2,454 D
2025-09-15 McMullen Greerson Greene Officer F-InKind D Common Stock 324 139.76 45.3K 13,102 D
2025-08-19 Rhyu James Jeaho Director / Officer S-Sale D Common Stock 13,961 162.66 2.27M 706,353 D
2025-08-18 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 9,282 162.63 1.51M 720,314 D
2025-08-18 Goldthwaite Todd Director / Officer F-InKind D Common Stock 453 162.63 73.7K 90,441 D
2025-08-18 Blackman Donna Officer F-InKind D Common Stock 3,102 162.63 504.5K 109,087 D
2025-08-12 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 6,128 157.38 964.4K 729,596 D
2025-08-12 Goldthwaite Todd Director / Officer F-InKind D Common Stock 410 157.38 64.5K 90,894 D
2025-08-12 Blackman Donna Officer F-InKind D Common Stock 2,508 157.38 394.7K 112,189 D
2025-08-09 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 3,264 149.45 487.8K 735,724 D
2025-08-09 Goldthwaite Todd Director / Officer F-InKind D Common Stock 56 149.45 8.4K 91,304 D
2025-08-09 Blackman Donna Officer F-InKind D Common Stock 825 149.45 123.3K 114,697 D
2025-08-08 Rhyu James Jeaho Director / Officer A-Award A Restricted Stock Right 23,419 0.00 23,419 D
2025-08-08 McMullen Greerson Greene Officer A-Award A Restricted Stock Right 1,004 0.00 1,004 D
2025-08-08 Goldthwaite Todd Director / Officer A-Award A Restricted Stock Right 402 0.00 402 D
2025-08-08 Blackman Donna Officer A-Award A Restricted Stock Right 4,266 0.00 4,266 D
2025-07-31 Rhyu James Jeaho Director / Officer A-Award A Common Stock 116,790 0.00 744,798 D
2025-07-30 Goldthwaite Todd Director / Officer F-InKind D Common Stock 2,379 129.15 307.2K 88,684 D
2025-07-30 Blackman Donna Officer F-InKind D Common Stock 17,650 129.15 2.28M 104,147 D
2025-07-25 SMITH RALPH R Director A-Award A Deferred Stock Unit 18 0.00 8,221 D
2025-04-18 SMITH RALPH R Director A-Award A Deferred Stock Unit 16 0.00 8,203 D
2025-03-03 McMullen Greerson Greene Officer A-Award A Common Stock 10,750 0.00 10,750 D
2025-02-18 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 9,282 142.14 1.32M 628,008 D
2025-02-18 Goldthwaite Todd Director / Officer F-InKind D Common Stock 304 142.14 43.2K 84,393 D
2025-02-18 Blackman Donna Officer F-InKind D Common Stock 3,102 142.14 440.9K 80,087 D
2025-02-14 Rhyu James Jeaho Director / Officer G-Gift D Common Stock 700 0.00 637,290 D
2025-02-12 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 6,128 140.47 860.8K 637,990 D
2025-02-12 Goldthwaite Todd Director / Officer F-InKind D Common Stock 317 140.47 44.5K 84,697 D
2025-02-12 Blackman Donna Officer F-InKind D Common Stock 1,674 140.47 235.1K 83,189 D
2025-02-09 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 3,286 142.28 467.5K 644,118 D
2025-02-09 Goldthwaite Todd Director / Officer F-InKind D Common Stock 44 142.28 6.3K 85,014 D
2025-02-09 Blackman Donna Officer F-InKind D Common Stock 589 142.28 83.8K 84,863 D
2025-01-24 SMITH RALPH R Director A-Award A Deferred Stock Unit 19 0.00 8,187 D
2024-12-05 Verbrugge Joseph A Director A-Award A Deferred Stock Unit 2,262 0.00 12,858 D
2024-12-05 SMITH RALPH R Director A-Award A Deferred Stock Unit 1,697 0.00 8,168 D
2024-12-05 McFadden Eliza Director A-Award A Common Stock 2,262 0.00 2,262 D
2024-12-05 Lawrence Allison Director A-Award A Deferred Stock Unit 2,262 0.00 9,121 D
2024-12-05 KNOWLING ROBERT E JR Director A-Award A Common Stock 2,262 0.00 5,586 D
2024-12-05 FINK STEVEN B Director A-Award A Common Stock 2,262 0.00 171,510 I
2024-12-05 ALVAREZ AIDA Director A-Award A Common Stock 2,262 0.00 38,104 D
2024-11-07 Rhyu James Jeaho Director / Officer S-Sale D Common Stock 5,683 98.72 561.0K 657,408 D
2024-11-06 Rhyu James Jeaho Director / Officer S-Sale D Common Stock 23,187 97.29 2.26M 663,091 D
2024-10-25 SMITH RALPH R Director A-Award A Deferred Stock Unit 165 0.00 6,471 D
2024-10-25 Goldthwaite Todd Director / Officer S-Sale D Common Stock 8,028 91.54 734.9K 85,058 D
2024-09-26 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 28,999 83.80 2.43M 686,278 D
2024-09-25 Mathis Vincent Officer A-Award A Common Stock 13,156 0.00 66,304 D
2024-09-25 Goldthwaite Todd Director / Officer A-Award A Common Stock 2,273 0.00 94,728 D
2024-09-25 Blackman Donna Officer M-Exempt D Restricted Stock Right 5,263 0.00 0 D
2024-08-18 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 4,641 82.53 383.0K 641,584
2024-08-18 Mathis Vincent Officer F-InKind D Common Stock 709 82.53 58.5K 47,885
2024-08-18 Goldthwaite Todd Director / Officer F-InKind D Common Stock 152 82.53 12.5K 89,425
2024-08-18 Blackman Donna Officer F-InKind D Common Stock 1,551 82.53 128.0K 83,397
2024-08-13 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 4,419 82.36 363.9K 646,225
2024-08-13 Mathis Vincent Officer F-InKind D Common Stock 845 82.36 69.6K 48,594
2024-08-13 Goldthwaite Todd Director / Officer F-InKind D Common Stock 251 82.36 20.7K 89,577
2024-08-13 Blackman Donna Officer F-InKind D Common Stock 135 82.36 11.1K 84,948
2024-08-12 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 6,128 79.79 489.0K 650,644
2024-08-12 Mathis Vincent Officer F-InKind D Common Stock 1,505 79.79 120.1K 49,439
2024-08-12 Goldthwaite Todd Director / Officer F-InKind D Common Stock 275 79.79 21.9K 89,828
2024-08-12 Blackman Donna Officer F-InKind D Common Stock 2,508 79.79 200.1K 85,083
2024-08-09 Rhyu James Jeaho Director / Officer A-Award A Common Stock 82,930 0.00 656,772
2024-08-09 Mathis Vincent Officer A-Award A Common Stock 8,290 0.00 50,944
2024-08-09 Goldthwaite Todd Director / Officer A-Award A Common Stock 1,210 0.00 90,103
2024-08-09 Blackman Donna Officer A-Award A Restricted Stock Right 3,430 0.00 3,430
2024-07-31 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 11,600 75.98 881.4K 573,842
2024-07-30 Mathis Vincent Officer A-Award A Common Stock 7,368 0.00 45,977
2024-07-30 Goldthwaite Todd Director / Officer A-Award A Common Stock 2,121 0.00 89,550
2024-07-30 Blackman Donna Officer A-Award A Common Stock 1,176 0.00 69,832
2024-07-19 SMITH RALPH R Director A-Award A Deferred Stock Unit 200 0.00 6,306
2024-04-19 SMITH RALPH R Director A-Award A Deferred Stock Unit 247 0.00 6,106
2024-02-18 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 4,641 57.08 264.9K 555,965
2024-02-18 Ottolenghi Les Officer F-InKind D Common Stock 844 57.08 48.2K 54,547
2024-02-18 Mathis Vincent Officer F-InKind D Common Stock 709 57.08 40.5K 38,609
2024-02-18 Goldthwaite Todd Director / Officer F-InKind D Common Stock 178 57.08 10.2K 87,429
2024-02-18 Blackman Donna Officer F-InKind D Common Stock 1,036 57.08 59.1K 68,656
2024-02-13 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 4,419 60.49 267.3K 560,606
2024-02-13 Ottolenghi Les Officer F-InKind D Common Stock 827 60.49 50.0K 55,391
2024-02-13 Mathis Vincent Officer F-InKind D Common Stock 1,266 60.49 76.6K 39,318
2024-02-13 Goldthwaite Todd Director / Officer F-InKind D Common Stock 293 60.49 17.7K 87,607
2024-02-13 Blackman Donna Officer F-InKind D Common Stock 135 60.49 8.2K 69,692
2024-02-12 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 6,128 61.70 378.1K 565,025
2024-02-12 Ottolenghi Les Officer F-InKind D Common Stock 1,329 61.70 82.0K 56,218
2024-02-12 Mathis Vincent Officer F-InKind D Common Stock 1,609 61.70 99.3K 40,584
2024-02-12 Goldthwaite Todd Director / Officer F-InKind D Common Stock 322 61.70 19.9K 87,900
2024-02-12 Blackman Donna Officer F-InKind D Common Stock 1,778 61.70 109.7K 69,827
2024-01-26 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 7,794 60.25 469.6K 571,153
2023-12-15 Ottolenghi Les Officer F-InKind D Common Stock 3,210 60.00 192.6K 57,547
2023-12-11 COHEN ROBERT Director S-Sale D Common Stock 4,362 60.56 264.2K 9,495
2023-12-07 Verbrugge Joseph A Director A-Award A Deferred Stock Unit 3,324 0.00 10,596
2023-12-07 SMITH RALPH R Director A-Award A Common Stock 831 0.00 1,715
2023-12-07 McFadden Eliza Director A-Award A Deferred Stock Unit 3,324 0.00 28,274
2023-12-07 Lawrence Allison Director A-Award A Deferred Stock Unit 3,324 0.00 6,859
2023-12-07 KNOWLING ROBERT E JR Director A-Award A Common Stock 3,324 0.00 3,324
2023-12-07 Goldthwaite Todd Director / Officer D Restricted Stock Right 1,840 0.00 0
2023-12-07 FINK STEVEN B Director A-Award A Common Stock 3,324 0.00 169,248
2023-12-07 COHEN ROBERT Director A-Award A Common Stock 3,324 0.00 13,857
2023-12-07 BARRETT CRAIG R Director A-Award A Common Stock 3,324 0.00 77,452
2023-12-07 ALVAREZ AIDA Director A-Award A Common Stock 3,324 0.00 35,842
2023-11-21 McFadden Eliza Director S-Sale D Common Stock 11,977 57.70 691.1K 0
2023-11-07 Ottolenghi Les Officer S-Sale D Common Stock 6,150 56.42 347.0K 60,757
2023-11-01 Rhyu James Jeaho Director / Officer G-Gift D Common Stock 8,528 0.00 578,947
2023-10-27 Mathis Vincent Officer S-Sale D Common Stock 10,587 53.81 569.7K 42,193
2023-10-25 Rhyu James Jeaho Director / Officer S-Sale D Common Stock 25,000 50.56 1.26M 587,475
2023-10-13 SMITH RALPH R Director A-Award A Deferred Stock Unit 207 0.00 3,366
2023-08-18 Rhyu James Jeaho Director / Officer A-Award A Restricted Stock Right 44,220 0.00 44,220
2023-08-18 Ottolenghi Les Officer A-Award A Restricted Stock Right 6,440 0.00 6,440
2023-08-18 Mathis Vincent Officer A-Award A Restricted Stock Right 5,890 0.00 5,890
2023-08-18 Blackman Donna Officer A-Award A Restricted Stock Right 12,890 0.00 12,890
2023-08-13 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 4,419 39.59 174.9K 494,545
2023-08-13 Ottolenghi Les Officer F-InKind D Common Stock 493 39.59 19.5K 49,717
2023-08-13 Mathis Vincent Officer F-InKind D Common Stock 1,266 39.59 50.1K 37,060
2023-08-13 Blackman Donna Officer F-InKind D Common Stock 203 39.59 8.0K 37,215
2023-08-12 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 3,938 39.59 155.9K 498,964
2023-08-12 Ottolenghi Les Officer F-InKind D Common Stock 339 39.59 13.4K 50,210
2023-08-12 Mathis Vincent Officer F-InKind D Common Stock 1,554 39.59 61.5K 38,326
2023-08-12 Blackman Donna Officer F-InKind D Common Stock 1,254 39.59 49.6K 37,418
2023-08-06 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 1,936 39.27 76.0K 502,902
2023-08-05 Mathis Vincent Officer F-InKind D Common Stock 1,775 39.27 69.7K 39,880
2023-07-26 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 2,390 37.92 90.6K 504,838
2023-07-14 SMITH RALPH R Director A-Award A Deferred Stock Unit 252 0.00 3,159
2023-06-15 Ottolenghi Les Officer F-InKind D Common Stock 1,765 38.88 68.6K 50,549
2023-06-15 Blackman Donna Officer F-InKind D Common Stock 2,016 38.88 78.4K 38,672
2023-04-11 SMITH RALPH R Director A-Award A Deferred Stock Unit 256 0.00 2,907
2023-03-27 SMITH RALPH R Director A-Award A Deferred Stock Unit 2,651 0.00 2,651
2023-03-27 Lawrence Allison Director A-Award A Deferred Stock Unit 3,535 0.00 3,535
2023-02-13 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 4,419 42.66 188.5K 507,228
2023-02-13 Ottolenghi Les Officer F-InKind D Common Stock 429 42.66 18.3K 52,314
2023-02-13 Mathis Vincent Officer F-InKind D Common Stock 1,415 42.66 60.4K 41,655
2023-02-13 Blackman Donna Officer F-InKind D Common Stock 226 42.66 9.6K 40,688
2023-02-12 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 4,273 41.60 177.8K 511,647
2023-02-12 Ottolenghi Les Officer F-InKind D Common Stock 413 41.60 17.2K 52,743
2023-02-12 Mathis Vincent Officer F-InKind D Common Stock 1,736 41.60 72.2K 43,070
2023-02-12 Blackman Donna Officer F-InKind D Common Stock 1,402 41.60 58.3K 40,914
2023-01-26 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 7,799 40.11 312.8K 551,451
2023-01-25 Mathis Vincent Director S-Sale D Common Stock 8,160 40.65 331.7K 44,806
2022-12-23 Rhyu James Jeaho Director / Officer G-Gift D Common Stock 3,113 0.00 559,250
2022-12-20 Rhyu James Jeaho Director / Officer G-Gift D Common Stock 6,276 0.00 562,363
2022-12-15 Ottolenghi Les Director / Officer F-InKind D Common Stock 2,878 32.93 94.8K 53,156
2022-12-15 Blackman Donna Director / Officer F-InKind D Common Stock 1,204 32.93 39.6K 42,316
2022-12-09 Verbrugge Joseph A Director A-Award A Deferred Stock Unit 6,171 0.00 7,272
2022-12-09 McFadden Eliza Director A-Award A Deferred Stock Unit 6,171 0.00 24,950
2022-12-09 KNOWLING ROBERT E JR Director A-Award A Deferred Stock Unit 6,171 0.00 34,446
2022-12-09 FINK STEVEN B Director A-Award A Common Stock 6,171 0.00 165,924
2022-12-09 COHEN ROBERT Director A-Award A Common Stock 6,171 0.00 10,533
2022-12-09 BARRETT CRAIG R Director A-Award A Common Stock 6,171 0.00 74,128
2022-12-09 ALVAREZ AIDA Director A-Award A Common Stock 6,171 0.00 32,518
2022-09-06 Rhyu James Jeaho Director / Officer A-Award A Restricted Stock Right 29,198 0.00 29,198
2022-09-06 Ottolenghi Les Director / Officer A-Award A Restricted Stock Right 5,213 0.00 5,213
2022-09-06 Mathis Vincent Director A-Award A Restricted Stock Right 6,255 0.00 6,255
2022-09-06 Blackman Donna Director / Officer A-Award A Restricted Stock Right 10,428 0.00 10,428
2022-08-30 Verbrugge Joseph A Director A-Award A Deferred Stock Unit 1,101 0.00 1,101
2022-08-15 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 3,232 35.93 116.1K 568,639
2022-08-14 DAVIS NATHANIEL A Director F-InKind D Common Stock 112,576 35.93 4.04M 907,622
2022-08-13 Mathis Vincent Officer F-InKind D Common Stock 423 35.96 15.2K 53,721
2022-08-12 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 1,001 35.96 36.0K 574,403
2022-08-12 Ottolenghi Les Director / Officer F-InKind D Common Stock 332 35.96 11.9K 56,034
2022-08-12 Mathis Vincent Officer F-InKind D Common Stock 535 35.96 19.2K 54,144
2022-08-12 Blackman Donna Director / Officer F-InKind D Common Stock 68 35.96 2.4K 43,520
2022-08-10 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 5,895 37.32 220.0K 497,544
2022-08-10 Mathis Vincent Director F-InKind D Common Stock 1,378 37.32 51.4K 37,999
2022-08-10 DAVIS NATHANIEL A Director F-InKind D Common Stock 8,841 37.32 329.9K 1,023,156
2022-08-06 Rhyu James Jeaho Officer F-InKind D Common Stock 2,219 43.46 96.4K 503,439
2022-08-05 Verbrugge Joseph A Director A-Award A Common Stock 1,358 0.00 1,358
2022-08-05 Mathis Vincent Officer F-InKind D Common Stock 1,185 43.46 51.5K 39,377
2022-08-04 DAVIS NATHANIEL A Officer A-Award A Common Stock 238,863 0.00 1,038,553
2022-07-26 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 2,739 42.80 117.2K 505,658
2022-07-01 DAVIS NATHANIEL A Director F-InKind D Common Stock 12,660 41.32 523.1K 799,690
2022-07-01 Blackman Donna Officer D Common Stock 0 0.00 15,788
2022-06-15 Ottolenghi Les Director / Officer F-InKind D Common Stock 1,407 34.58 48.7K 42,466
2022-05-25 Rhyu James Jeaho Director / Officer S-Sale D Common Stock 43,423 38.81 1.69M 508,397
2022-05-23 Mathis Vincent Director S-Sale D Common Stock 53,506 36.78 1.97M 40,562
2022-04-28 DAVIS NATHANIEL A Director S-Sale D Common Stock 57,017 39.06 2.23M 170,786
2022-04-15 Medina Timothy Director / Officer F-InKind D Common Stock 3,113 34.54 107.5K 88,464
2022-02-15 Rhyu James Jeaho Director / Officer F-InKind D Common Stock 3,232 34.23 110.6K 551,820
2022-02-15 Mathis Vincent Officer F-InKind D Common Stock 733 34.23 25.1K 94,068
2022-02-15 DAVIS NATHANIEL A Director / Officer F-InKind D Common Stock 4,848 34.23 165.9K 812,350

Executive team

Top executives
EBIT / Employee
50.5K
Shares Outstanding
42.52M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 James J. Rhyu Chief Executive Officer 1.00M 16.86M 3.62M 15.8K 21.50M 78.44%
2 2025 Donna Blackman Chief Financial Officer 625.0K 3.72M 1.70M 12.8K 6.05M 61.44%
3 2025 Greerson G. McMullen, Sr., Executive Vice President, General Counsel and Secretary 146.2K 100.0K 1.50M 210.2K 8.4K 1.96M 76.33%
4 2025 Vincent W. Mathis Former Executive Vice President, General Counsel and Secretary 191.8K 1.69M 5.0K 1.88M 89.55%
5 2025 Todd Goldthwaite Managing Director, Portfolio Companies 400.0K 1.33M 15.6K 1.75M 76.25%
6 2024 James J. Rhyu Chief Executive Officer 1.00M 12.01M 2.60M 15.5K 15.62M 76.88%
7 2024 Donna Blackman Chief Financial Officer 625.0K 3.81M 1.08M 12.4K 5.53M 68.93%
8 2024 Vincent W. Mathis Former Executive Vice President, General Counsel and Secretary 525.0K 1.86M 727.0K 17.3K 3.13M 59.45%
9 2024 Todd Goldthwaite Managing Director, Portfolio Companies 400.0K 759.9K 346.2K 15.4K 1.52M 49.94%
10 2023 James J. Rhyu Chief Executive Officer 880.8K 7.15M 1.70M 14.9K 9.74M 73.39%
11 2023 Donna Blackman Chief Financial Officer 534.4K 2.55M 698.3K 13.2K 3.80M 67.19%
12 2023 Vincent W. Mathis Former Executive Vice President, General Counsel and Secretary 518.1K 1.53M 532.0K 15.8K 2.60M 58.95%
13 2009 Ronald J. Packard Chief Executive Officer 475.0K 831.1K 309.0K 116.4K 1.73M 48.00%
14 2009 John F. Baule Chief Operating Officer and Chief Financial Officer 351.9K 201.1K 123.2K 5.9K 682.1K 29.49%
15 2009 Celia M. Stokes Executive Vice President and Chief Marketing Officer 300.3K 148.7K 78.1K 5.5K 532.6K 27.92%
16 2009 George B. Hughes, Jr. Executive Vice President of School Services 300.2K 145.5K 78.1K 4.8K 528.6K 27.52%
17 2009 Bruce J. Davis Executive Vice President of Worldwide Business Development 309.0K 98.9K 80.3K 7.8K 496.1K 19.94%
18 2008 Ronald J. Packard Chief Executive Officer 425.0K 729.7K 525.0K 7.2K 1.69M 43.26%
19 2008 John F. Baule Chief Operating Officer and Chief Financial Officer 340.0K 133.8K 238.0K 4.9K 716.7K 18.67%
20 2008 Bruce J. Davis Executive Vice President of Worldwide Business Development 300.0K 38.3K 120.0K 6.5K 464.8K 8.24%
21 2008 Bror V. H. Saxberg Chief Learning Officer 325.0K 34.1K 97.5K 7.2K 463.8K 7.35%
22 2008 George B. Hughes, Jr. Executive Vice President of School Services 253.1K 66.9K 109.0K 1.3K 430.3K 15.55%
23 2008 Celia M. Stokes Executive Vice President and Chief Marketing Officer 245.0K 38.3K 110.0K 4.6K 397.9K 9.62%
24 2007 Ronald J. Packard Chief Executive Officer 410.0K 168.0K 410.0K 2.1K 990.0K 16.97%
25 2007 John F. Baule Chief Operating Officer and Chief Financial Officer 300.0K 210.0K 1.6K 511.6K 0.00%
26 2007 Bror V. H. Saxberg Chief Learning Officer 310.0K 93.0K 2.7K 405.7K 0.00%
27 2007 Celia M. Stokes Executive Vice President and Chief Marketing Officer 221.1K 80.0K 1.8K 302.9K 0.00%
28 2007 Bruce J. Davis Executive Vice President of Worldwide Business Development 144.4K 120.0K 12.8K 277.2K 4.60%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-10-24 DEFA14A
2025-10-24 DEF 14A
2024-10-25 DEFA14A
2024-10-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-15 SC 13G
2026-04-30 SC 13G
2026-04-29 SC 13G
2026-04-29 10-Q
2026-04-28 8-K
2026-03-27 SC 13G/A
2026-03-17 4
2026-02-20 4
2026-02-20 4
2026-02-20 4

Executive team

NameTitleCompensationGender
James J. Rhyu Chair of the Board & Chief Executive Officer 5M male
Donna Blackman Executive Vice President & Chief Financial Officer 2M female
Greerson G. McMullen Executive Vice President, General Counsel & Secretary 464.7K male
Todd Goldthwaite Managing Director of Portfolio Companies 415.6K male
Timothy Casey Vice President of Investor Relations male
Charles A. Bennett President of Schools
Valerie Maddy Senior Vice President & Chief Human Resources Officer female
Deborah S. Hannah Chief Marketing Officer female
Elisabeth Azzarello Senior Vice President of Career Learning female
Emily Riordan Director of Corporate Communications female
ESG Rating
B
EDUCATION & TRAINING SERVICES
2019
E (Environmental)
51.4 / 59.0
Company / Sector avg.
S (Social)
60.6 / 63.9
Company / Sector avg.
G (Governance)
69.1 / 67.4
Company / Sector avg.
ESG Total
60.4 / 63.4
Company / Sector avg.
ESG Score History EDUCATION & TRAINING SERVICES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2026-02-04 2026-03-02 Markwayne Mullin OK Joint Purchase $15,001 - $50,000
2026-01-05 2026-02-04 Markwayne Mullin OK Spouse Purchase $15,001 - $50,000
2025-12-18 2026-01-13 Markwayne Mullin OK Spouse Sale (Full) $1,001 - $15,000
2025-12-18 2026-01-14 Markwayne Mullin OK Self Sale $1,001 - $15,000
2025-02-03 2025-02-27 Markwayne Mullin OK Joint Purchase $1,001 - $15,000
2025-01-02 2025-01-31 Markwayne Mullin OK Spouse Purchase $15,001 - $50,000
2024-12-18 2024-12-31 Markwayne Mullin OK Spouse Sale (Full) $15,001 - $50,000
2024-12-18 2024-12-31 Markwayne Mullin OK Self Sale (Full) $1,001 - $15,000
2024-07-30 2024-11-08 Markwayne Mullin OK Self Purchase $1,001 - $15,000
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