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MNTN, Inc Class A (MNTN)

USD10.28 +0.15 (+1.48%)
US NYSE Technology Software - Application
Address 823 Congress Avenue 78768
Austin, TX, US
CEO Mark Douglas
IPO 2025-05-22
CIK 1891027 ISIN US55318A1088

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Also trades on New York Stock Exchange · MNTN (USD) New York Stock Exchange · MNTN-UN (USD) New York Stock Exchange · MNTN-WT (USD)
Description

MNTN, Inc. operates a technology platform that brings performance marketing to Connected TV. Its self-serve technology makes running TV ads as easy as search and social and helps brands to drive measurable conversions, revenue, site visits, and more. The company was formerly known as MNTN Digital, Inc. and changed its name to MNTN, Inc. in 2022. MNTN, Inc. was incorporated in 2009 and is headquartered in Austin, Texas.

News Sentiment (7d)
66 Positive

Based on only 1 article — low confidence

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
USD10.28 +0.15 (+1.48%)
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Volume Profile
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Liquidity & share structure
Average Volume
980.4K
Beta
0.95
Float Shares
46.56M
Free Float %
59.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.27% -7.69% -1.43% -24.38% -41.98% -30.65% -68.59% -68.59% -68.59% -68.59% -68.59%
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

Price Targets & DCF
Current price
10.28
Low 15.00 +45.9%
Consensus 20.64 +100.8%
Median 20.00 +94.6%
High 27.00 +162.6%
Ratings Trend (MoM) 90% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 6 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
18.00
+75.1%
Last Quarter 4
22.75
+121.3%
Last Year 11
24.82
+141.4%
All Time 11
24.82
+141.4%
Quality scores
Altman Z-Score
8.05
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +28.6% Q1'26: +14.2% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +79.8% Q1'26: +137.9% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -4.2% Q1'26: +9.7% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -4.3% Q1'26: +13.0% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -13.1% Q1'26: +27.6% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +561.5% Q1'26: +8.7% (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
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 (0.86) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 10.28
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 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
3 EPS Ana.
Dec 2027
6 Rev. Ana.
4 EPS Ana.
Dec 2028
4 Rev. Ana.
3 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
225.57M
est: 259.91M (-13.2%)
290.09M
est: 288.29M (+0.6%)
351.90M
350.20M – 353.58M
+22.1% YoY
416.09M
405.78M – 426.41M
+18.2% YoY
482.73M
482.73M – 482.73M
+16.0% YoY
545.50M
535.03M – 554.00M
+13.0% YoY
610.20M
598.49M – 619.71M
+11.9% YoY
EBITDA
-11.83M
est: -48.11M (+75.4%)
-2.65M
est: -53.36M (+95.0%)
-65.14M
-65.45M – -64.82M
-22.1% YoY
-77.02M
-78.93M – -75.11M
-18.2% YoY
-89.35M
-89.35M – -89.35M
-16.0% YoY
-100.97M
-102.55M – -99.03M
-13.0% YoY
-112.95M
-114.71M – -110.78M
-11.9% YoY
EBIT
-20.17M
est: -65.01M (+69.0%)
-12.52M
est: -72.11M (+82.6%)
-88.02M
-88.44M – -87.59M
-22.1% YoY
-104.07M
-106.65M – -101.49M
-18.2% YoY
-120.74M
-120.74M – -120.74M
-16.0% YoY
-136.44M
-138.57M – -133.82M
-13.0% YoY
-152.62M
-155.00M – -149.69M
-11.9% YoY
Net Income
-32.88M
est: -1.34B (+97.5%)
-6.43M
est: -132.41M (+95.1%)
484.78M
447.86M – 521.69M
+466.1% YoY
599.50M
535.09M – 663.91M
+23.7% YoY
748.83M
704.78M – 792.87M
+24.9% YoY
799.20M
779.26M – 815.39M
+6.7% YoY
895.92M
873.57M – 914.07M
+12.1% YoY
SGA
127.87M
est: 184.42M (-30.7%)
148.03M
est: 204.55M (-27.6%)
249.68M
248.48M – 250.88M
+22.1% YoY
295.23M
287.91M – 302.55M
+18.2% YoY
342.51M
342.51M – 342.51M
+16.0% YoY
387.05M
379.62M – 393.08M
+13.0% YoY
432.96M
424.65M – 439.71M
+11.9% YoY
EPS
-0.43
est: -2.64 (+83.7%)
-0.09
est: -0.26 (+66.6%)
0.96
0.88 – 1.02
+468.0% YoY
1.18
1.05 – 1.30
+23.0% YoY
1.48
1.38 – 1.56
+25.4% YoY
1.57
1.53 – 1.60
+6.3% YoY
1.76
1.72 – 1.80
+12.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 3/5 1/5 3/5 5/5 1/5 2/5 3/5
2026-05-08 B- 3/5 1/5 3/5 5/5 1/5 2/5 3/5
2026-05-07 B- 3/5 1/5 3/5 5/5 1/5 2/5 3/5
2026-05-06 B- 3/5 1/5 3/5 5/5 1/5 2/5 3/5
2026-05-05 B- 3/5 1/5 3/5 5/5 1/5 2/5 3/5
2026-05-04 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-01 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
19.69M
OE per share TTM
0.26
Owner's Yield
2.35%
Maintenance CapEx ratio
0.27%
Maint CapEx / Avg PPE
0.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
6
Total invested
2.13M
Insider transactions (90d)
0
Beneficial owners (>5%)
19
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Meteora Capital, LLC 1.29M 9.61% 1.29M IA Delaware 2024-02-14
2 Vik Mittal 1.29M 9.61% 1.29M IN United States 2024-02-14
3 Highbridge Capital Management, LLC 1.25M 7.25% 1.25M IA, OO Delaware 2021-12-09
4 Boaz R. Weinstein 1.24M 7.20% 1.24M 1.24M IN Citizenship or Place of Organization 2022-02-14
5 Saba Capital Management GP, LLC 1.24M 7.20% 1.24M 1.24M OO Citizenship or Place of Organization 2022-02-14
6 Saba Capital Management, L.P. 1.24M 7.20% 1.24M 1.24M IA, PN Citizenship or Place of Organization 2022-02-14
7 FTCS Sub GP LLC 1.15M 8.54% 1.15M 1.15M HC Delaware 2024-02-14
8 First Trust Capital Management L.P. 1.15M 8.54% 1.15M 1.15M IA Delaware 2024-02-14
9 First Trust Capital Solutions L.P. 1.15M 8.54% 1.15M 1.15M HC Delaware 2024-02-14
10 First Trust Merger Arbitrage Fund 1.10M 8.23% 1.10M 1.10M IV Delaware 2024-02-14
11 Fir Tree Capital Management LP 1.08M 8.06% 1.08M 1.08M IA Delaware 2024-02-14
12 Sculptor Capital LP 898.5K 5.21% 112.3K 112.3K IA Cayman Islands 2022-06-22
13 Christopher L. Gust 864.6K 6.44% 864.6K 864.6K HC, IN Illinois 2024-02-08
14 Robert R. Bellick 864.6K 6.44% 864.6K 864.6K HC, IN Illinois 2024-02-08
15 Wolverine Holdings, L.P. 864.6K 6.44% 864.6K 864.6K HC Illinois 2024-02-08
16 Wolverine Trading Partners, Inc. 864.6K 6.44% 864.6K 864.6K HC, CO Illinois 2024-02-08
17 Wolverine Asset Management, LLC 864.6K 6.44% 864.6K 864.6K IA Illinois 2024-02-08
18 Cowen and Company, LLC 698.4K 5.20% 698.4K 698.4K BD USA 2024-02-05
19 Calamos Market Neutral Income Fund, a series of Calamos Investment Trust 16.00 16.90% 1.25M 1.25M IV Massachusetts, U.S.A. 2024-10-07

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
6
-96 vs prev Q
New positions
3
Closed positions
93
Increased
4
Reduced
0
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 WELLINGTON MANAGEMENT GROUP LLP 5.73M +385.4K (+7.2%) 68.42M -30.7M (-31.0%) 1.13% -0.807 pp 0.01% -0.005 pp USD19.95 -40.2% 3 qtrs
2 FMR LLC 2.82M -787.6K (-21.8%) 33.71M -33.3M (-49.7%) 0.55% -0.751 pp 0.00% -0.002 pp USD21.87 -45.4% 3 qtrs
3 BLACKROCK, INC. 2.35M +680.0K (+40.8%) 28.00M -2.9M (-9.3%) 0.46% -0.141 pp 0.00% 0.000 pp USD18.99 -37.1% 3 qtrs
4 GREYCROFT LP 2.06M +— (+0.0%) 24.62M -13.6M (-35.6%) 0.41% -0.340 pp 15.60% -18.341 pp USD21.87 -45.4% 3 qtrs
5 BIENVILLE CAPITAL MANAGEMENT, LLC 919.1K +303.9K (+49.4%) 10.97M -437.5K (-3.8%) 0.18% -0.042 pp 1.74% -0.432 pp USD16.36 -27.0% 2 qtrs
6 FEDERATED HERMES, INC. 680.0K +30.0K (+4.6%) 8.12M -3.9M (-32.7%) 0.92% +0.686 pp 0.01% -0.008 pp USD20.82 -42.7% 3 qtrs
7 AMERIPRISE FINANCIAL INC 675.9K +351.3K (+108.2%) 8.07M +2.0M (+34.0%) 0.13% +0.015 pp 0.00% +0.000 pp USD16.71 -28.5% 3 qtrs
8 VANGUARD GROUP INC 596.9K -24.5K (-3.9%) 7.13M -4.4M (-38.2%) 0.12% -0.107 pp 0.00% 0.000 pp USD18.92 -36.9% 3 qtrs
9 JANE STREET GROUP, LLC 591.9K +591.9K (+100.0%) 7.07M +7.1M (+100.0%) 0.12% +0.116 pp 0.00% +0.001 pp USD11.94 +0.0% 1 qtrs NEW
10 QUBE RESEARCH & TECHNOLOGIES LTD 479.4K +458.4K (+2,188.4%) 5.72M +5.3M (+1,373.0%) 0.09% +0.087 pp 0.01% +0.005 pp USD12.23 -2.4% 2 qtrs
11 BNP PARIBAS ARBITRAGE, SNC 470.7K +306.9K (+187.4%) 5.62M +2.6M (+85.0%) 0.09% +0.033 pp 0.00% +0.001 pp USD14.24 -16.2% 2 qtrs
12 RENAISSANCE TECHNOLOGIES LLC 459.2K +338.2K (+279.5%) 5.48M +3.2M (+144.3%) 0.09% +0.047 pp 0.01% +0.006 pp USD13.68 -12.7% 2 qtrs
13 MILLENNIUM MANAGEMENT LLC 392.5K +143.2K (+57.4%) 4.69M +61.6K (+1.3%) 0.08% -0.013 pp 0.00% +0.000 pp USD18.10 -34.0% 3 qtrs
14 MARINER, LLC 360.6K +360.6K (+100.0%) 4.31M +4.3M (+100.0%) 0.07% +0.071 pp 0.01% +0.005 pp USD11.94 +0.0% 1 qtrs NEW
15 JPMORGAN CHASE & CO 343.5K +338.9K (+7,337.0%) 4.10M +4.0M (+4,686.9%) 0.47% +0.465 pp 0.00% +0.000 pp USD12.03 -0.7% 2 qtrs
16 UBS GROUP AG 288.3K +169.2K (+142.1%) 3.44M +1.2M (+55.9%) 0.06% +0.014 pp 0.00% +0.000 pp USD16.04 -25.6% 3 qtrs
17 BANK OF MONTREAL /CAN/ 287.7K +36.8K (+14.7%) 3.44M -1.2M (-26.2%) 0.39% +0.299 pp 0.00% -0.001 pp USD20.04 -40.4% 3 qtrs
18 GOLDMAN SACHS GROUP INC 240.6K -66.1K (-21.6%) 2.87M -2.8M (-49.5%) 0.05% -0.064 pp 0.00% 0.000 pp USD21.29 -43.9% 3 qtrs
19 LIONTRUST INVESTMENT PARTNERS LLP 224.1K -106.3K (-32.2%) 2.68M -3.5M (-56.3%) 0.04% -0.075 pp 0.04% -0.047 pp USD20.01 -40.3% 3 qtrs
20 MANCHESTER FINANCIAL INC 200.0K +200.0K (+100.0%) 2.39M +2.4M (+100.0%) 0.27% +0.271 pp 0.45% +0.447 pp USD11.94 +0.0% 1 qtrs NEW
21 FREESTONE GROVE PARTNERS LP 199.6K -26.5K (-11.7%) 2.38M -1.8M (-43.2%) 0.04% -0.043 pp 0.02% -0.014 pp USD20.35 -41.3% 3 qtrs
22 POINT72 ASSET MANAGEMENT, L.P. 199.2K +199.2K (+100.0%) 2.38M +2.4M (+100.0%) 0.04% +0.039 pp 0.00% +0.003 pp USD11.94 +0.0% 3 qtrs
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 180.6K +80.8K (+81.0%) 2.16M +305.1K (+16.5%) 0.04% -0.001 pp 0.00% +0.000 pp USD15.59 -23.4% 2 qtrs
24 TREXQUANT INVESTMENT LP 176.5K +176.5K (+100.0%) 2.11M +2.1M (+100.0%) 0.03% +0.035 pp 0.02% +0.019 pp USD11.94 +0.0% 1 qtrs NEW
25 TWO SIGMA INVESTMENTS, LP 158.6K +158.6K (+100.0%) 1.89M +1.9M (+100.0%) 0.03% +0.031 pp 0.00% +0.003 pp USD11.94 +0.0% 1 qtrs NEW
26 S SQUARED TECHNOLOGY, LLC 155.6K +20.0K (+14.7%) 1.86M -657.5K (-26.1%) 0.03% -0.018 pp 0.72% -0.237 pp USD17.70 -32.5% 2 qtrs
27 MORGAN STANLEY 140.3K -9.0K (-6.0%) 1.68M -1.1M (-39.5%) 0.03% -0.026 pp 0.00% 0.000 pp USD21.87 -45.4% 3 qtrs
28 JUMP FINANCIAL, LLC 134.6K +85.5K (+174.1%) 1.61M +696.3K (+76.5%) 0.03% +0.009 pp 0.02% +0.009 pp USD14.35 -16.8% 2 qtrs
29 BANK OF AMERICA CORP /DE/ 127.2K +120.9K (+1,943.1%) 1.52M +1.4M (+1,215.1%) 0.03% +0.023 pp 0.00% +0.000 pp USD12.26 -2.6% 3 qtrs
30 ZAZOVE ASSOCIATES LLC 126.6K +76.6K (+153.2%) 1.51M +584.1K (+63.0%) 0.02% +0.007 pp 0.13% +0.046 pp USD14.55 -17.9% 2 qtrs
31 MAN GROUP PLC 125.3K +110.4K (+741.1%) 1.50M +1.2M (+441.4%) 0.02% +0.019 pp 0.00% +0.002 pp USD12.73 -6.2% 2 qtrs
32 GEODE CAPITAL MANAGEMENT, LLC 121.8K +661.0 (+0.5%) 1.46M -793.6K (-35.3%) 0.02% -0.020 pp 0.00% 0.000 pp USD18.51 -35.5% 2 qtrs
33 CITADEL ADVISORS LLC 115.0K +38.5K (+50.3%) 1.37M -46.0K (-3.2%) 0.02% -0.005 pp 0.00% +0.000 pp USD16.34 -26.9% 2 qtrs
34 WALLEYE CAPITAL LLC 112.7K +62.7K (+125.5%) 1.35M +418.6K (+45.1%) 0.02% +0.004 pp 0.00% +0.001 pp USD16.05 -25.6% 3 qtrs
35 GHISALLO CAPITAL MANAGEMENT LLC 100.0K +— (+0.0%) 1.19M -661.0K (-35.6%) 0.02% -0.017 pp 0.05% -0.007 pp USD21.87 -45.4% 3 qtrs
36 BURKEHILL GLOBAL MANAGEMENT, LP 100.0K +— (+0.0%) 1.19M -661.0K (-35.6%) 0.02% -0.017 pp 0.08% -0.027 pp USD21.87 -45.4% 3 qtrs
37 UNIPLAN INVESTMENT COUNSEL, INC. 98.6K +44.9K (+83.6%) 1.18M +181.1K (+18.2%) 0.02% +0.000 pp 0.12% +0.021 pp USD15.54 -23.2% 2 qtrs
38 RAYMOND JAMES FINANCIAL INC 81.8K -41.5K (-33.7%) 976.6K -1.3M (-57.3%) 0.02% -0.029 pp 0.00% 0.000 pp USD21.15 -43.5% 3 qtrs
39 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 74.4K +11.3K (+17.9%) 888.0K -282.0K (-24.1%) 0.10% +0.078 pp 0.01% -0.002 pp USD17.55 -32.0% 2 qtrs
40 WINTON GROUP LTD 73.7K +73.7K (+100.0%) 880.6K +880.6K (+100.0%) 0.10% +0.100 pp 0.03% +0.030 pp USD11.94 +0.0% 1 qtrs NEW
41 DARK FOREST CAPITAL MANAGEMENT LP 71.3K +46.3K (+185.1%) 850.9K +387.2K (+83.5%) 0.01% +0.005 pp 0.04% +0.025 pp USD14.26 -16.3% 2 qtrs
42 TUDOR INVESTMENT CORP ET AL 70.1K -44.4K (-38.8%) 837.4K -1.3M (-60.6%) 0.01% -0.028 pp 0.00% -0.002 pp USD20.58 -42.0% 3 qtrs
43 CI PRIVATE WEALTH, LLC 70.0K +70.0K (+100.0%) 836.1K +836.1K (+100.0%) 0.01% +0.014 pp 0.00% +0.001 pp USD11.94 +0.0% 1 qtrs NEW
44 VICTORY CAPITAL MANAGEMENT INC 64.2K +64.2K (+100.0%) 767.1K +767.1K (+100.0%) 0.01% +0.013 pp 0.00% +0.000 pp USD11.94 +0.0% 1 qtrs NEW
45 TWO SIGMA ADVISERS, LP 62.5K +62.5K (+100.0%) 746.3K +746.3K (+100.0%) 0.01% +0.012 pp 0.00% +0.002 pp USD11.94 +0.0% 1 qtrs NEW
46 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 60.2K -10.0K (-14.3%) 718.9K -584.2K (-44.8%) 0.01% -0.014 pp 0.00% 0.000 pp USD18.55 -35.6% 2 qtrs
47 VERITION FUND MANAGEMENT LLC 51.6K +51.6K (+100.0%) 616.3K +616.3K (+100.0%) 0.01% +0.010 pp 0.00% +0.002 pp USD11.94 +0.0% 1 qtrs NEW
48 DAKOTA WEALTH MANAGEMENT 50.0K +— (+0.0%) 597.0K -330.5K (-35.6%) 0.07% +0.050 pp 0.01% -0.008 pp USD18.55 -35.6% 2 qtrs
49 SEVEN GRAND MANAGERS, LLC 50.0K +— (+0.0%) 597.0K -330.5K (-35.6%) 0.07% +0.050 pp 0.05% -0.030 pp USD20.18 -40.8% 3 qtrs
50 STATE STREET CORP 48.5K -8.5K (-15.0%) 578.8K -478.6K (-45.3%) 0.01% -0.011 pp 0.00% +0.000 pp USD18.55 -35.6% 2 qtrs
51 ATOMI FINANCIAL GROUP, INC. 40.0K +40.0K (+100.0%) 477.6K +477.6K (+100.0%) 0.05% +0.054 pp 0.01% +0.014 pp USD11.94 +0.0% 1 qtrs NEW
52 OMERS ADMINISTRATION CORP 38.8K +38.8K (+100.0%) 463.3K +463.3K (+100.0%) 0.01% +0.008 pp 0.00% +0.003 pp USD11.94 +0.0% 1 qtrs NEW
53 MARSHALL WACE, LLP 33.1K +33.1K (+100.0%) 395.0K +395.0K (+100.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD11.94 +0.0% 1 qtrs NEW
54 HRT FINANCIAL LP 33.0K +33.0K (+100.0%) 394.0K +394.0K (+100.0%) 0.01% +0.007 pp 0.00% +0.001 pp USD11.94 +0.0% 1 qtrs NEW
55 QUANTBOT TECHNOLOGIES LP 31.9K +22.8K (+248.7%) 381.0K +211.3K (+124.5%) 0.04% +0.040 pp 0.01% +0.008 pp USD13.84 -13.7% 2 qtrs
56 PRIVATE ADVISORY GROUP LLC 31.0K +31.0K (+100.0%) 369.7K +369.7K (+100.0%) 0.04% +0.042 pp 0.03% +0.029 pp USD11.94 +0.0% 1 qtrs NEW
57 XTX TOPCO LTD 29.6K +29.6K (+100.0%) 352.9K +352.9K (+100.0%) 0.01% +0.006 pp 0.01% +0.009 pp USD11.94 +0.0% 1 qtrs NEW
58 NORTHERN TRUST CORP 28.2K +2.5K (+9.6%) 337.1K -140.7K (-29.4%) 0.01% -0.004 pp 0.00% +0.000 pp USD17.97 -33.6% 2 qtrs
59 ENGINEERS GATE MANAGER LP 27.2K -32.6K (-54.5%) 325.2K -784.5K (-70.7%) 0.01% -0.016 pp 0.00% -0.009 pp USD18.55 -35.6% 2 qtrs
60 PHARVISION ADVISERS, LLC 26.3K +26.3K (+100.0%) 313.9K +313.9K (+100.0%) 0.01% +0.005 pp 0.16% +0.159 pp USD11.94 +0.0% 1 qtrs NEW
61 25.0K +25.0K (+100.0%) 298.5K +298.5K (+100.0%) 0.03% +0.034 pp 0.25% +0.247 pp USD11.94 +0.0% 1 qtrs NEW
62 PDT PARTNERS, LLC 23.7K +23.7K (+100.0%) 283.3K +283.3K (+100.0%) 0.00% +0.005 pp 0.02% +0.018 pp USD11.94 +0.0% 1 qtrs NEW
63 J. GOLDMAN & CO LP 21.9K +21.9K (+100.0%) 262.0K +262.0K (+100.0%) 0.00% +0.004 pp 0.01% +0.007 pp USD11.94 +0.0% 1 qtrs NEW
64 HSBC HOLDINGS PLC 12.6K +12.6K (+100.0%) 261.4K +261.4K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD11.94 +0.0% 1 qtrs NEW
65 COUNTERPOINT MUTUAL FUNDS LLC 21.3K -5.7K (-21.0%) 254.8K -246.5K (-49.2%) 0.03% +0.019 pp 0.02% -0.021 pp USD18.55 -35.6% 2 qtrs
66 GRAHAM CAPITAL MANAGEMENT, L.P. 21.3K +21.3K (+100.0%) 253.8K +253.8K (+100.0%) 0.00% +0.004 pp 0.01% +0.006 pp USD11.94 +0.0% 1 qtrs NEW
67 CARY STREET PARTNERS FINANCIAL LLC 20.4K +4.6K (+29.5%) 243.4K -48.7K (-16.7%) 0.03% +0.022 pp 0.01% -0.002 pp USD17.05 -30.0% 2 qtrs
68 SCHONFELD STRATEGIC ADVISORS LLC 20.0K -62.1K (-75.6%) 239.3K -1.3M (-84.3%) 0.00% -0.026 pp 0.00% -0.008 pp USD21.87 -45.4% 3 qtrs
69 TIGER GLOBAL MANAGEMENT LLC 20.0K +— (+0.0%) 238.8K -132.2K (-35.6%) 0.00% -0.003 pp 0.00% 0.000 pp USD21.87 -45.4% 3 qtrs
70 CIBC PRIVATE WEALTH GROUP, LLC 19.5K +15.5K (+387.1%) 232.6K +158.4K (+213.5%) 0.03% +0.025 pp 0.00% +0.000 pp USD13.98 -14.6% 3 qtrs
71 CITIGROUP INC 18.9K +15.9K (+533.3%) 225.1K +169.9K (+307.6%) 0.00% +0.003 pp 0.00% +0.000 pp USD12.98 -8.0% 2 qtrs
72 CENTIVA CAPITAL, LP 18.0K +18.0K (+100.0%) 214.8K +214.8K (+100.0%) 0.00% +0.004 pp 0.00% +0.002 pp USD11.94 +0.0% 3 qtrs
73 ARISTIDES CAPITAL LLC 16.0K +16.0K (+100.0%) 191.0K +191.0K (+100.0%) 0.00% +0.003 pp 0.03% +0.034 pp USD11.94 +0.0% 1 qtrs NEW
74 MODUS ADVISORS, LLC 14.7K +14.7K (+100.0%) 176.1K +176.1K (+100.0%) 0.02% +0.020 pp 0.05% +0.046 pp USD11.94 +0.0% 1 qtrs NEW
75 BREVAN HOWARD CAPITAL MANAGEMENT LP 14.5K +14.5K (+100.0%) 173.3K +173.3K (+100.0%) 0.00% +0.003 pp 0.00% +0.002 pp USD11.94 +0.0% 1 qtrs NEW
76 JACOBS LEVY EQUITY MANAGEMENT, INC 14.3K -7.0K (-32.7%) 171.0K -223.7K (-56.7%) 0.00% -0.005 pp 0.00% -0.001 pp USD18.55 -35.6% 2 qtrs
77 LIGHTHOUSE INVESTMENT PARTNERS, LLC 13.7K +13.7K (+100.0%) 163.3K +163.3K (+100.0%) 0.00% +0.003 pp 0.00% +0.005 pp USD11.94 +0.0% 1 qtrs NEW
78 HUDSON BAY CAPITAL MANAGEMENT LP 13.4K +13.4K (+100.0%) 160.4K +160.4K (+100.0%) 0.00% +0.003 pp 0.00% +0.001 pp USD11.94 +0.0% 1 qtrs NEW
79 ENTROPY TECHNOLOGIES, LP 12.8K +12.8K (+100.0%) 152.8K +152.8K (+100.0%) 0.00% +0.003 pp 0.01% +0.008 pp USD11.94 +0.0% 1 qtrs NEW
80 OCCUDO QUANTITATIVE STRATEGIES LP 12.7K +12.7K (+100.0%) 152.1K +152.1K (+100.0%) 0.00% +0.003 pp 0.01% +0.010 pp USD11.94 +0.0% 1 qtrs NEW
81 GROUP ONE TRADING, L.P. 11.4K +11.4K (+100.0%) 136.7K +136.7K (+100.0%) 0.00% +0.002 pp 0.00% +0.000 pp USD11.94 +0.0% 1 qtrs NEW
82 BARCLAYS PLC 9.3K +8.9K (+2,341.4%) 111.4K +104.3K (+1,471.4%) 0.00% +0.002 pp 0.00% +0.000 pp USD12.21 -2.2% 2 qtrs
83 LOS ANGELES CAPITAL MANAGEMENT LLC 4.4K +4.4K (+100.0%) 72.4K +72.4K (+100.0%) 0.01% +0.006 pp 0.00% +0.000 pp USD11.94 +0.0% 1 qtrs NEW
84 ROYAL BANK OF CANADA 5.9K +5.6K (+2,093.6%) 70.0K +65.0K (+1,300.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD12.39 -3.6% 3 qtrs
85 US BANCORP \DE\ 5.5K +3.2K (+143.5%) 65.4K +23.7K (+56.7%) 0.01% +0.007 pp 0.00% +0.000 pp USD16.02 -25.5% 3 qtrs
86 ACADIAN ASSET MANAGEMENT LLC 4.7K +2.3K (+98.8%) 55.0K +12.0K (+27.9%) 0.01% +0.006 pp 0.00% +0.000 pp USD15.27 -21.8% 2 qtrs
87 ASTER CAPITAL MANAGEMENT (DIFC) LTD 3.6K +3.6K (+100.0%) 42.8K +42.8K (+100.0%) 0.00% +0.001 pp 0.02% +0.019 pp USD11.94 +0.0% 1 qtrs NEW
88 STATE OF WYOMING 2.0K +2.0K (+100.0%) 24.2K +24.2K (+100.0%) 0.00% +0.003 pp 0.00% +0.003 pp USD11.94 +0.0% 1 qtrs NEW
89 QUARRY LP 1.8K +1.7K (+3,243.4%) 21.2K +20.2K (+2,052.4%) 0.00% +0.000 pp 0.00% +0.003 pp USD12.24 -2.5% 3 qtrs
90 ADVISOR GROUP HOLDINGS, INC. 1.1K -555.0 (-32.8%) 13.5K -20.8K (-60.6%) 0.00% 0.000 pp 0.00% +0.000 pp USD18.55 -35.6% 2 qtrs
91 JONES FINANCIAL COMPANIES LLLP 1.1K +111.0 (+11.7%) 12.7K -3.8K (-23.2%) 0.00% 0.000 pp 0.00% +0.000 pp USD17.86 -33.1% 2 qtrs
92 WESTERN PACIFIC WEALTH MANAGEMENT, LP 1.0K +— (+0.0%) 11.9K -6.6K (-35.6%) 0.00% +0.001 pp 0.01% -0.007 pp USD18.55 -35.6% 2 qtrs
93 ROCKEFELLER CAPITAL MANAGEMENT L.P. 500.00 +500.0 (+100.0%) 6.0K +6.0K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.94 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 40 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 VictoryShares Small Cap Free Cash Flow ETF SFLO 0.20% 1.27M 0.56%
2 iShares Micro-Cap ETF IWC 0.11% 1.65M 0.60%
3 Texas Capital Texas Equity Index ETF TXS 0.06% 19.1K 0.49%
4 iShares Russell 2000 Growth ETF IWO 0.03% 4.64M 0.24%
5 Invesco Russell 2000 UCITS ETF RTYS.L 0.02% 49.8K 0.25%
6 Global X - Russell 2000 ETF RSSL 0.02% 229.3K 0.08%
7 iShares Russell 2000 BuyWrite ETF IWMW 0.02% 8.7K 0.39%
8 iShares Russell 2000 ETF IWM 0.02% 12.75M 0.19%
9 iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU.TO 0.02% 83.2K 0.36%
10 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.01% 819.6K 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.25
Bearish
Ratio by volume
0.94
Neutral
Buys
1
Sells
4
Shares acquired
6.71M
Shares disposed
7.16M
Cash buys
Cash sales
3.00
Net activity
-447,520
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
2026-04-05 Kaiser Joseph John Director A-Award A Class A Common Stock 2,164 8.95 19.4K 2,164 D
2025-12-03 Partovi Hadi Director S-Sale D Class A Common Stock 86,665 13.39 1.16M 0 I
2025-12-02 Partovi Hadi Director S-Sale D Class A Common Stock 168,257 13.39 2.25M 86,665 I
2025-12-01 Partovi Hadi Director S-Sale D Class A Common Stock 192,598 13.46 2.59M 254,922 I
2025-11-06 Baroda Ventures LLC 10% Owner C-Conversion A Class A Common Stock 6,711,098 0.00 6,711,098 I
2025-07-29 Bhat Phalachandra Director A-Award A Class A Common Stock 15,174 0.00 15,174 D
2025-05-23 QUALCOMM INC/DE 10% Owner S-Sale D Class A Common Stock 412,500 16.00 6.60M 0 D
2025-05-22 QUALCOMM INC/DE 10% Owner Class A Common Stock 0 0.00 412,500 D
2024-08-28 WOLVERINE ASSET MANAGEMENT LLC 10% Owner I Class A Common Stock 0 0.00 500,605
2023-05-09 Macieira-Kaufmann Rebecca Lynn Director 0 0.00 0
2021-11-29 Everest Consolidator Sponsor, LLC 10% Owner P-Purchase A Warrants 6,333,333 11.50 72.83M 6,333,333
2021-11-29 Dooley Adam Director / Officer / 10% Owner P-Purchase A Warrants 6,333,333 11.50 72.83M 6,333,333
2021-11-23 Shoback Jacqueline S Director / Officer 0 0.00 0
2021-11-23 Scaturro Peter K Director 0 0.00 0
2021-11-23 Mora Elizabeth Director 0 0.00 0
2021-11-23 Maillian Ward Brian Director 0 0.00 0
2021-11-23 Everest Consolidator Sponsor, LLC 10% Owner D Class B Common Stock 4,312,500 0.00 0
2021-11-23 Dooley Adam Director / Officer / 10% Owner I Class B Common Stock 4,312,500 0.00 0

Executive team

Top executives
EBIT / Employee
-23.4K
Shares Outstanding
78.02M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Patrick A. Pohlen Chief Financial Officer 475.0K 2.21M 705.8K 6.18M 9.57M 23.13%
2 2025 Christopher Innes Chief Operating Officer 500.0K 6.04M 682.2K 1.27M 8.49M 71.16%
3 2025 Mark Douglas President and Chief Executive Officer 600.0K 658.7K 2.3K 1.26M 0.00%
4 2024 Mark Douglas President and Chief Executive Officer 600.0K 701.4K 24.6K 1.33M 0.00%
5 2024 Christopher Innes Chief Operating Officer 500.0K 726.4K 20.4K 1.25M 0.00%
6 2024 Patrick A. Pohlen Chief Financial Officer 475.0K 751.5K 3.3K 1.23M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-01 DEF 14A
2026-03-20 PRE 14A
2026-01-09 DEF 14A
2025-09-09 PRE 14A
2024-11-20 DEFA14A
2024-11-18 DEF 14A
2024-11-05 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-22 8-K
2026-04-20 4
2026-04-01 DEF 14A
2026-03-20 PRE 14A
2026-02-19 S-8
2026-02-19 10-K

Executive team

NameTitleCompensationGender
Mark Douglas Founder, President, Chief Executive Officer & Chairman of the Board 1M male
Christopher Innes Chief Operating Officer 1M male
Patrick A. Pohlen Chief Financial Officer 1M male
George Dewey Chief Brand Officer male
Marwan Soghaier Chief Product Officer male
Peter E. Blacker Global Head of Premium Content male
Richard Girges Chief Technology Officer male
Ali Haeri Chief Marketing Officer male
Ryan Reynolds Chief Creative Officer male
Anna McMurphy Chief People & Experience Officer female
Fraser Woollard Head of Business Development and Data Partnerships male
ESG Rating
B
SHELL COMPANIES
2026
E (Environmental)
51.4 / 63.7
Company / Sector avg.
S (Social)
44.5 / 62.9
Company / Sector avg.
G (Governance)
48.4 / 62.8
Company / Sector avg.
ESG Total
48.1 / 63.2
Company / Sector avg.
ESG Score History SHELL COMPANIES
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