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MaxCyte, Inc. (MXCT)

USD1.44 +0.02 (+1.41%)
US NASDAQ Healthcare Biotechnology
Address 9713 Key West Avenue 20850
Rockville, MD, US
CEO Maher Masoud
IPO 2021-07-29
CIK 1287098 ISIN US57777K1060

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Also trades on London Stock Exchange · MXCT.L (GBp) NASDAQ Global Select · MXCT (USD)
Description

MaxCyte, Inc., a life sciences company, discovers, develops, and commercializes cell therapeutics in the United States and internationally. The company's products consists of ExPERT ATx, a static electroporation instrument for small to medium scale transfection; ExPERT STx, a flow electroporation for protein production and drug development, as well as expression of therapeutic targets for cell-based assays; ExPERT GTx, a flow electroporation for large scale transfection in therapeutic applications; and ExPERT VLx for very large volume cell-engineering. It also provides disposable processing assemblies (PAs) to process and electroporate cells; and accessories supporting PAs, such as electroporation buffer solution and software protocols. The company licenses and sells its instruments and technology; and sells its consumables to developers of cell therapies, as well as to pharmaceutical and biotechnology companies for use in drug discovery and development, and bio-manufacturing. MaxCyte, Inc. was incorporated in 1998 and is headquartered in Rockville, Maryland.

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
USD1.44 +0.02 (+1.41%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.67
Float Shares
98.88M
Free Float %
92.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.65% -2.89% +3.89% +12.03% -47.96% -46.95% -63.78% -78.53% -95.16% -95.16% -95.16%
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 (6 ratings, all time) Buy
Price Targets & DCF
Current price
1.44
Low 6.00 +316.7%
Consensus 6.00 +316.7%
Median 6.00 +316.7%
High 6.00 +316.7%
Ratings Trend (MoM) 71% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 5 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 3
8.33
+478.5%
Quality scores
Altman Z-Score
0.27
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Biotechnology: +1.6%
    -14.5% Q1'26: -7.1% (vs Q1'25)
  • EPS growth Biotechnology: +29.7%
    -7.7% Q1'26: +60.0% (vs Q1'25)
  • FCF margin FCF growth · Biotechnology: +16.2%
    -140.2% Q1'26: -85.4% (vs Q1'25)
  • EBIT margin Biotechnology: +0.0%
    -131.9% Q1'26: +0.0% (vs Q1'25)
  • ROIC Biotechnology: -16.1%
    -50.4% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Biotechnology: -3.4%
    +1.5% Q1'26: +0.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×
    -0.47× Q1'26: -1.05× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.57) × ERP
WACC = 83% × Ke + 17% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 1.44
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 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
3 EPS Ana.
Dec 2027
5 Rev. Ana.
3 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
9.29M
est: 9.28M (+0.1%)
12.27M
est: 12.20M (+0.6%)
13.99M
est: 14.00M (-0.1%)
16.67M
est: 16.70M (-0.2%)
21.62M
est: 19.34M (+11.8%)
26.17M
est: 26.20M (-0.1%)
33.89M
est: 33.38M (+1.5%)
44.26M
est: 44.24M (+0.0%)
41.29M
est: 39.06M (+5.7%)
38.63M
est: 38.15M (+1.3%)
33.03M
est: 35.12M (-6.0%)
30.83M
30.73M – 30.93M
-12.2% YoY
37.23M
35.95M – 38.52M
+20.8% YoY
39.03M
37.87M – 39.99M
+4.8% YoY
81.50M
79.07M – 83.50M
+108.8% YoY
EBITDA
-647.8K
est: -6.36M (+89.8%)
-2.60M
est: -8.36M (+68.9%)
-9.15M
est: -9.60M (+4.7%)
-7.91M
est: -11.45M (+30.9%)
-11.60M
est: -13.26M (+12.5%)
-9.94M
est: -17.96M (+44.6%)
-16.61M
est: -22.88M (+27.4%)
-24.66M
est: -30.33M (+18.7%)
-44.13M
est: -26.77M (-64.8%)
-46.41M
est: -30.88M (-50.3%)
-38.40M
est: -28.43M (-35.1%)
-24.96M
-25.04M – -24.87M
+12.2% YoY
-30.14M
-31.18M – -29.10M
-20.8% YoY
-31.60M
-32.37M – -30.65M
-4.8% YoY
-65.97M
-67.59M – -64.01M
-108.8% YoY
EBIT
-741.1K
est: -6.63M (+88.8%)
-2.71M
est: -8.71M (+68.9%)
-9.29M
est: -10.00M (+7.1%)
-8.25M
est: -11.92M (+30.8%)
-12.21M
est: -13.81M (+11.5%)
-10.99M
est: -18.71M (+41.3%)
-18.04M
est: -23.83M (+24.3%)
-27.36M
est: -31.59M (+13.4%)
-48.30M
est: -27.89M (-73.2%)
-51.20M
est: -31.67M (-61.7%)
-43.55M
est: -29.15M (-49.4%)
-25.59M
-25.67M – -25.51M
+12.2% YoY
-30.91M
-31.97M – -29.84M
-20.8% YoY
-32.40M
-33.20M – -31.43M
-4.8% YoY
-67.65M
-69.31M – -65.63M
-108.8% YoY
Net Income
-1.45M
est: -3.15M (+54.0%)
-3.35M
-9.92M
est: -21.86M (+54.6%)
-8.87M
est: -18.87M (+53.0%)
-12.90M
est: -25.95M (+50.3%)
-11.82M
est: -20.41M (+42.1%)
-19.08M
est: -22.69M (+15.9%)
-23.57M
est: -26.79M (+12.0%)
-37.92M
est: -41.42M (+8.4%)
-41.06M
est: -44.77M (+8.3%)
-44.63M
est: -41.56M (-7.4%)
-27.52M
-27.61M – -27.43M
+33.8% YoY
-27.81M
-27.84M – -25.92M
-1.1% YoY
-25.67M
-26.49M – -24.68M
+7.7% YoY
-11.71M
-12.08M – -11.25M
+54.4% YoY
SGA
6.01M
est: 9.99M (-39.8%)
8.99M
est: 13.13M (-31.5%)
10.54M
est: 15.06M (-30.0%)
12.01M
est: 17.97M (-33.2%)
13.41M
est: 20.81M (-35.6%)
15.70M
est: 28.19M (-44.3%)
31.68M
est: 35.92M (-11.8%)
44.48M
est: 47.60M (-6.6%)
57.04M
est: 42.03M (+35.7%)
56.35M
est: 47.34M (+19.0%)
47.04M
est: 43.58M (+7.9%)
38.26M
38.13M – 38.38M
-12.2% YoY
46.20M
44.60M – 47.80M
+20.8% YoY
48.44M
46.99M – 49.63M
+4.8% YoY
101.13M
98.12M – 103.62M
+108.8% YoY
EPS
-0.03
est: -0.03 (-11.0%)
-0.10
-0.20
est: -0.21 (+4.1%)
-0.17
est: -0.18 (+5.6%)
-0.24
est: -0.25 (+3.0%)
-0.18
est: -0.19 (+7.5%)
-0.22
est: -0.22 (-1.6%)
-0.19
est: -0.26 (+25.6%)
-0.37
est: -0.40 (+6.3%)
-0.39
est: -0.41 (+5.1%)
-0.42
est: -0.39 (-7.2%)
-0.26
-0.26 – -0.26
+34.0% YoY
-0.25
-0.26 – -0.24
+2.3% YoY
-0.24
-0.25 – -0.23
+4.5% YoY
-0.11
-0.11 – -0.11
+54.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-08 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-07 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-06 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-05 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-04 C 2/5 1/5 1/5 1/5 3/5 1/5 4/5
2026-05-01 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-30 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-29 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-28 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-27 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-24 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-23 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-22 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-21 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-20 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-17 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-16 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-39.76M
OE per share TTM
-0.37
Owner's Yield
-45.73%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
63.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
44
Total invested
13.01M
Insider transactions (90d)
0
Beneficial owners (>5%)
22
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. 10.43M 9.90% 10.26M 10.43M HC Delaware 2024-11-08
2 Israel A. Englander 5.75M 5.50% 5.75M 5.75M IN Delaware 2024-03-25
3 Millennium Group Management LLC 5.75M 5.50% 5.75M 5.75M OO Delaware 2024-03-25
4 Millennium Management LLC 5.75M 5.50% 5.75M 5.75M OO Delaware 2024-03-25
5 Integrated Core Strategies (US) LLC 5.74M 5.50% 5.74M 5.74M OO Delaware 2024-03-25
6 Cadian Capital Management GP, LLC 5.64M 5.50% 5.64M 5.64M HC, OO Delaware 2024-02-14
7 Cadian Capital Management, LP 5.64M 5.50% 5.64M 5.64M IA, PN Delaware 2024-02-14
8 Eric Bannasch 5.64M 5.50% 5.64M 5.64M HC, IN Delaware 2024-02-14
9 The Vanguard Group - 23-1945930 5.28M 5.09% 5.13M 156.2K IA Pennsylvania 2024-02-13
10 Baron Capital Group, Inc.000000000 5.13M 5.07% 5.13M 5.13M HC, CO New York 2022-02-15
11 Ronald Baron000000000 5.13M 5.07% 5.13M 5.13M HC, IN New York 2022-02-15
12 Antoine Papiernik (“Papiernik”) 5.11M 5.10% 5.11M 5.11M IN 2022-02-11
13 Cédric Moreau 5.11M 5.10% 5.11M 5.11M IN 2022-02-11
14 Jacques Theurillat (“Theurillat”) 5.11M 5.10% 5.11M 5.11M 5.11M IN Swiss Citizen 2022-02-11
15 Joseph Anderson (“Anderson”) 5.11M 5.10% 5.11M 5.11M IN 2022-02-11
16 Kinam Hong (“Hong”) 5.11M 5.10% 5.11M 5.11M 5.11M IN U.S.A. Citizen 2022-02-11
17 Monique Saulnier (“Saulnier”) 5.11M 5.10% 5.11M 5.11M 5.11M IN French Citizen 2022-02-11
18 Sofinnova Crossover I SLP (“SC”) 5.11M 5.10% 5.11M 5.11M OO 2022-02-11
19 Thomas Burt (“Burt”) 5.11M 5.10% 5.11M 5.11M 5.11M IN British Citizen 2022-02-11
20 corporation (“SP SAS”) 5.11M 5.10% 5.11M 5.11M OO 2022-02-11
21 BAMCO INC /NY/000000000 5.07M 5.00% 5.07M 5.07M IA, CO New York 2022-02-15
22 Baron Capital Management, Inc.000000000 66.7K 0.07% 66.7K 66.7K IA, CO New York 2022-02-15

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
44
-67 vs prev Q
New positions
17
Closed positions
84
Increased
25
Reduced
7
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 NANO CAP NEW MILLENNIUM GROWTH FUND L P 230.0K +230.0K (+100.0%) 356.50M +356.5M (+100.0%) 0.22% +0.216 pp 0.30% +0.304 pp USD1.55 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 9.24M -741.3K (-7.4%) 14.33M -1.4M (-9.2%) 8.69% -0.690 pp 0.00% +0.000 pp USD3.53 -56.1% 6 qtrs
3 MIRABELLA FINANCIAL SERVICES LLP 8.20M +— (+0.0%) 12.71M -246.0K (-1.9%) 7.71% +0.006 pp 1.18% +0.086 pp USD2.96 -47.6% 5 qtrs
4 VANGUARD GROUP INC 5.54M -48.8K (-0.9%) 8.59M -243.3K (-2.8%) 5.21% -0.042 pp 0.00% +0.000 pp USD8.85 -82.5% 18 qtrs
5 VITRUVIAN PARTNERS LLP 5.04M +— (+0.0%) 7.82M -151.3K (-1.9%) 4.74% +0.004 pp 5.62% +0.091 pp USD10.14 -84.7% 18 qtrs
6 MORGAN STANLEY 4.43M -2.3M (-33.8%) 6.87M -3.7M (-35.0%) 4.17% -2.123 pp 0.00% 0.000 pp USD4.77 -67.5% 18 qtrs
7 CADIAN CAPITAL MANAGEMENT, LP 3.68M -4.5M (-55.2%) 5.71M -7.3M (-56.1%) 3.46% -4.269 pp 0.41% -0.360 pp USD4.32 -64.1% 9 qtrs
8 MUDITA ADVISORS LLP 3.37M +— (+0.0%) 5.22M -101.1K (-1.9%) 3.17% +0.002 pp 1.13% -0.411 pp USD4.13 -62.5% 14 qtrs
9 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 2.77M +2.8M (+100.0%) 4.30M +4.3M (+100.0%) 2.61% +2.609 pp 0.00% +0.005 pp USD1.55 +0.0% 1 qtrs NEW
10 GEODE CAPITAL MANAGEMENT, LLC 2.52M -41.3K (-1.6%) 3.90M -140.9K (-3.5%) 2.37% -0.037 pp 0.00% +0.000 pp USD6.48 -76.1% 18 qtrs
11 STATE STREET CORP 2.36M +91.5K (+4.0%) 3.66M +73.9K (+2.1%) 2.22% +0.088 pp 0.00% +0.000 pp USD7.63 -79.7% 18 qtrs
12 CITADEL ADVISORS LLC 1.49M +685.8K (+85.4%) 2.31M +1.0M (+81.9%) 1.40% +0.646 pp 0.00% +0.000 pp USD2.14 -27.6% 17 qtrs
13 MILLENNIUM MANAGEMENT LLC 1.29M +1.2M (+1,082.6%) 2.00M +1.8M (+1,060.2%) 1.22% +1.113 pp 0.00% +0.001 pp USD1.79 -13.4% 18 qtrs
14 JACOBS LEVY EQUITY MANAGEMENT, INC 1.03M +1.0M (+100.0%) 1.59M +1.6M (+100.0%) 0.97% +0.968 pp 0.01% +0.006 pp USD1.55 +0.0% 1 qtrs NEW
15 DIMENSIONAL FUND ADVISORS LP 966.6K -484.9K (-33.4%) 1.50M -794.4K (-34.6%) 0.91% -0.455 pp 0.00% 0.000 pp USD3.55 -56.3% 10 qtrs
16 WILLIS INVESTMENT COUNSEL 862.8K +— (+0.0%) 1.34M -25.9K (-1.9%) 0.81% +0.001 pp 0.07% -0.006 pp USD2.96 -47.6% 9 qtrs
17 RENAISSANCE TECHNOLOGIES LLC 786.9K +36.1K (+4.8%) 1.22M +33.5K (+2.8%) 0.74% +0.035 pp 0.00% +0.000 pp USD2.80 -44.6% 12 qtrs
18 NORTHERN TRUST CORP 745.9K -41.2K (-5.2%) 1.16M -87.5K (-7.0%) 0.70% -0.038 pp 0.00% +0.000 pp USD8.80 -82.4% 18 qtrs
19 D. E. SHAW & CO., INC. 664.0K +366.3K (+123.1%) 1.03M +558.9K (+118.8%) 0.62% +0.345 pp 0.00% +0.000 pp USD1.65 -6.1% 6 qtrs
20 JANE STREET GROUP, LLC 528.0K +165.8K (+45.8%) 818.4K +246.1K (+43.0%) 0.50% +0.156 pp 0.00% +0.000 pp USD1.84 -15.8% 18 qtrs
21 GOLDMAN SACHS GROUP INC 473.3K +53.8K (+12.8%) 733.6K +70.8K (+10.7%) 0.45% +0.051 pp 0.00% +0.000 pp USD3.55 -56.3% 18 qtrs
22 STONEPINE CAPITAL MANAGEMENT, LLC 469.0K +10.0K (+2.2%) 727.0K +1.7K (+0.2%) 0.44% +0.010 pp 0.53% -0.059 pp USD1.58 -1.9% 2 qtrs
23 FRED ALGER MANAGEMENT, LLC 389.9K -181.0 (0.0%) 604.4K -12.0K (-1.9%) 0.37% +0.000 pp 0.00% +0.000 pp USD6.31 -75.4% 18 qtrs
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 369.7K +117.5K (+46.6%) 573.0K +174.5K (+43.8%) 0.35% +0.111 pp 0.00% +0.000 pp USD6.08 -74.5% 18 qtrs
25 XTX TOPCO LTD 344.6K -44.5K (-11.4%) 534.1K -80.6K (-13.1%) 0.32% -0.042 pp 0.01% -0.018 pp USD1.85 -16.2% 5 qtrs
26 BANK OF NEW YORK MELLON CORP 341.5K -22.5K (-6.2%) 529.3K -45.7K (-8.0%) 0.32% -0.021 pp 0.00% +0.000 pp USD7.59 -79.6% 18 qtrs
27 APOLLO MANAGEMENT HOLDINGS, L.P. 308.0K +— (+0.0%) 477.4K -9.2K (-1.9%) 0.29% +0.000 pp 0.00% -0.001 pp USD10.69 -85.5% 18 qtrs
28 BARCLAYS PLC 300.3K +134.5K (+81.1%) 465.4K -179.4K (-27.8%) 0.28% +0.127 pp 0.00% 0.000 pp USD2.28 -32.0% 18 qtrs
29 HSBC HOLDINGS PLC 295.4K +27.0K (+10.1%) 463.8K +55.8K (+13.7%) 0.28% +0.026 pp 0.00% +0.000 pp USD2.63 -41.1% 18 qtrs
30 LUMINUS MANAGEMENT LLC 236.5K +11.5K (+5.1%) 366.6K +11.1K (+3.1%) 0.22% +0.011 pp 0.32% +0.002 pp USD1.58 -1.9% 2 qtrs
31 RATHBONES GROUP PLC 226.8K -6.8K (-2.9%) 351.6K -17.6K (-4.8%) 0.21% -0.006 pp 0.00% 0.000 pp USD12.21 -87.3% 18 qtrs
32 NUVEEN, LLC 217.3K +— (+0.0%) 336.8K -6.5K (-1.9%) 0.20% +0.000 pp 0.00% +0.000 pp USD2.73 -43.2% 4 qtrs
33 AMERICAN CENTURY COMPANIES INC 208.1K +— (+0.0%) 322.6K -6.2K (-1.9%) 0.20% +0.000 pp 0.00% +0.000 pp USD4.91 -68.4% 16 qtrs
34 AMERIPRISE FINANCIAL INC 174.0K +174.0K (+100.0%) 269.7K +269.7K (+100.0%) 0.16% +0.164 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
35 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 147.6K +147.6K (+100.0%) 228.7K +228.7K (+100.0%) 0.14% +0.139 pp 0.02% +0.015 pp USD1.55 +0.0% 1 qtrs NEW
36 FMR LLC 144.4K +10.5K (+7.8%) 223.8K +12.2K (+5.8%) 0.14% +0.010 pp 0.00% +0.000 pp USD4.37 -64.5% 16 qtrs
37 TWO SIGMA ADVISERS, LP 141.4K +141.4K (+100.0%) 219.2K +219.2K (+100.0%) 0.13% +0.133 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
38 RHUMBLINE ADVISERS 138.1K -10.5K (-7.1%) 214.1K -20.7K (-8.8%) 0.13% -0.010 pp 0.00% +0.000 pp USD8.08 -80.8% 18 qtrs
39 BRIDGEWAY CAPITAL MANAGEMENT, LLC 130.8K -50.0K (-27.7%) 202.7K -82.9K (-29.0%) 0.12% -0.047 pp 0.00% -0.002 pp USD1.99 -22.1% 3 qtrs
40 STRS OHIO 129.5K +— (+0.0%) 200.7K -3.9K (-1.9%) 0.12% +0.000 pp 0.00% +0.000 pp USD5.59 -72.3% 18 qtrs
41 HRT FINANCIAL LP 128.7K +128.7K (+100.0%) 199.0K +199.0K (+100.0%) 0.12% +0.121 pp 0.00% +0.001 pp USD1.55 +0.0% 5 qtrs
42 UBS GROUP AG 124.6K -349.9K (-73.7%) 193.1K -556.6K (-74.2%) 0.12% -0.329 pp 0.00% 0.000 pp USD2.32 -33.2% 18 qtrs
43 WELLS FARGO & COMPANY/MN 113.4K +35.8K (+46.2%) 175.7K +53.2K (+43.5%) 0.11% +0.034 pp 0.00% +0.000 pp USD3.09 -49.8% 18 qtrs
44 POINT72 ASSET MANAGEMENT, L.P. 106.2K -271.9K (-71.9%) 164.5K -432.8K (-72.5%) 0.10% -0.256 pp 0.00% -0.001 pp USD1.58 -1.9% 2 qtrs
45 ALLIANCEBERNSTEIN L.P. 100.1K +— (+0.0%) 155.2K -3.0K (-1.9%) 0.09% +0.000 pp 0.00% +0.000 pp USD4.27 -63.7% 15 qtrs
46 BANK OF AMERICA CORP /DE/ 97.8K +25.6K (+35.5%) 151.6K +37.6K (+33.0%) 0.09% +0.024 pp 0.00% +0.000 pp USD3.33 -53.5% 18 qtrs
47 AQR CAPITAL MANAGEMENT LLC 94.0K -297.0K (-76.0%) 145.7K -472.1K (-76.4%) 0.09% -0.279 pp 0.00% 0.000 pp USD2.19 -29.2% 10 qtrs
48 CABOT WEALTH MANAGEMENT INC 88.6K +88.6K (+100.0%) 137.4K +137.4K (+100.0%) 0.08% +0.083 pp 0.02% +0.015 pp USD1.55 +0.0% 1 qtrs NEW
49 TWO SIGMA INVESTMENTS, LP 87.9K +87.9K (+100.0%) 136.3K +136.3K (+100.0%) 0.08% +0.083 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
50 DEUTSCHE BANK AG\ 83.9K +— (+0.0%) 130.0K -2.5K (-1.9%) 0.08% +0.000 pp 0.00% +0.000 pp USD4.68 -66.9% 18 qtrs
51 INVESCO LTD. 66.7K -5.0K (-6.9%) 103.4K -9.9K (-8.7%) 0.06% -0.005 pp 0.00% +0.000 pp USD4.98 -68.9% 17 qtrs
52 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 66.5K +66.5K (+100.0%) 103.1K +103.1K (+100.0%) 0.06% +0.063 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
53 EPACRIA CAPITAL PARTNERS, LLC 62.1K +— (+0.0%) 96.3K -1.9K (-1.9%) 0.06% +0.000 pp 0.08% -0.003 pp USD2.38 -34.9% 4 qtrs
54 LOS ANGELES CAPITAL MANAGEMENT LLC 63.3K +— (+0.0%) 95.6K -4.4K (-4.4%) 0.06% +0.000 pp 0.00% +0.000 pp USD2.18 -28.9% 3 qtrs
55 GRAHAM CAPITAL MANAGEMENT, L.P. 55.7K +29.3K (+111.1%) 86.4K +44.7K (+107.1%) 0.05% +0.028 pp 0.00% +0.001 pp USD1.56 -0.6% 5 qtrs
56 CALLAN FAMILY OFFICE, LLC 55.1K +55.1K (+100.0%) 85.4K +85.4K (+100.0%) 0.05% +0.052 pp 0.00% +0.002 pp USD1.55 +0.0% 1 qtrs NEW
57 PRICE T ROWE ASSOCIATES INC /MD/ 51.5K +— (+0.0%) 80.0K -2.0K (-2.4%) 0.05% +0.000 pp 0.00% +0.000 pp USD4.48 -65.4% 18 qtrs
58 WAVERLY ADVISORS, LLC 50.3K +1.0 (+0.0%) 77.9K -1.5K (-1.9%) 0.05% +0.000 pp 0.00% 0.000 pp USD1.58 -1.9% 2 qtrs
59 SG AMERICAS SECURITIES, LLC 49.4K +24.5K (+98.1%) 77.0K +38.0K (+97.4%) 0.05% +0.023 pp 0.00% +0.000 pp USD2.61 -40.6% 18 qtrs
60 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 46.9K -554.0 (-1.2%) 72.7K -2.3K (-3.0%) 0.04% -0.001 pp 0.00% +0.000 pp USD3.81 -59.3% 7 qtrs
61 BNP PARIBAS ARBITRAGE, SNC 46.8K +10.5K (+29.0%) 72.5K +15.2K (+26.6%) 0.04% +0.010 pp 0.00% +0.000 pp USD2.21 -29.9% 5 qtrs
62 INTECH INVESTMENT MANAGEMENT LLC 44.4K -3.5K (-7.4%) 68.8K -6.9K (-9.1%) 0.04% -0.003 pp 0.00% 0.000 pp USD3.41 -54.5% 6 qtrs
63 VIRTU FINANCIAL LLC 43.1K +43.1K (+100.0%) 67.0K +67.0K (+100.0%) 0.04% +0.041 pp 0.00% +0.003 pp USD1.55 +0.0% 1 qtrs NEW
64 JPMORGAN CHASE & CO 40.4K -24.4K (-37.6%) 62.6K -39.7K (-38.8%) 0.04% -0.023 pp 0.00% +0.000 pp USD6.49 -76.1% 18 qtrs
65 CITIGROUP INC 36.4K +1.2K (+3.4%) 56.4K +820.0 (+1.5%) 0.03% +0.001 pp 0.00% +0.000 pp USD4.31 -64.0% 18 qtrs
66 QUADRATURE CAPITAL LTD 36.3K -7.8K (-17.6%) 56.3K -13.8K (-19.7%) 0.03% -0.007 pp 0.00% 0.000 pp USD1.96 -20.9% 5 qtrs
67 MANUFACTURERS LIFE INSURANCE COMPANY, THE 34.8K -3.0K (-8.0%) 54.0K -5.8K (-9.8%) 0.03% -0.003 pp 0.00% +0.000 pp USD8.16 -81.0% 17 qtrs
68 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 33.9K +— (+0.0%) 52.5K -1.0K (-1.9%) 0.03% +0.000 pp 0.00% +0.000 pp USD3.20 -51.6% 5 qtrs
69 JAIN GLOBAL LLC 29.2K +29.2K (+100.0%) 45.2K +45.2K (+100.0%) 0.03% +0.027 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
70 STATE OF WYOMING 27.4K +4.9K (+21.7%) 42.5K +6.9K (+19.4%) 0.03% +0.005 pp 0.00% +0.001 pp USD1.96 -20.9% 3 qtrs
71 KWMG, LLC 25.8K +— (+0.0%) 40.0K -775.0 (-1.9%) 0.02% +0.000 pp 0.00% 0.000 pp USD2.23 -30.5% 4 qtrs
72 VOYA INVESTMENT MANAGEMENT LLC 22.2K +— (+0.0%) 34.3K -665.0 (-1.9%) 0.02% +0.000 pp 0.00% +0.000 pp USD4.64 -66.6% 17 qtrs
73 NEW YORK STATE COMMON RETIREMENT FUND 21.8K +— (+0.0%) 33.8K -655.0 (-1.9%) 0.02% +0.000 pp 0.00% +0.000 pp USD5.48 -71.7% 18 qtrs
74 SUSQUEHANNA INTERNATIONAL GROUP, LLP 18.8K +165.0 (+0.9%) 29.1K -302.0 (-1.0%) 0.02% +0.000 pp 0.00% +0.000 pp USD3.91 -60.4% 17 qtrs
75 PROSHARE ADVISORS LLC 18.5K -2.6K (-12.1%) 28.7K -4.6K (-13.8%) 0.02% -0.002 pp 0.00% +0.000 pp USD5.22 -70.3% 16 qtrs
76 METLIFE INVESTMENT MANAGEMENT, LLC 15.2K -27.4K (-64.3%) 23.6K -43.7K (-65.0%) 0.01% -0.026 pp 0.00% 0.000 pp USD7.91 -80.4% 17 qtrs
77 AIGEN INVESTMENT MANAGEMENT, LP 13.8K +13.8K (+100.0%) 21.4K +21.4K (+100.0%) 0.01% +0.013 pp 0.01% +0.005 pp USD1.55 +0.0% 1 qtrs NEW
78 BLAIR WILLIAM & CO/IL 13.5K -2.0 (0.0%) 20.9K -408.0 (-1.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD4.42 -64.9% 17 qtrs
79 SCIENTECH RESEARCH LLC 12.6K +12.6K (+100.0%) 19.6K +19.6K (+100.0%) 0.01% +0.012 pp 0.01% +0.012 pp USD1.55 +0.0% 1 qtrs NEW
80 IEQ CAPITAL, LLC 12.1K -8.2K (-40.5%) 18.8K -13.4K (-41.6%) 0.01% -0.008 pp 0.00% +0.000 pp USD2.29 -32.3% 4 qtrs
81 VICTORY CAPITAL MANAGEMENT INC 11.3K +75.0 (+0.7%) 17.5K -221.0 (-1.2%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.42 -54.7% 10 qtrs
82 JUMP FINANCIAL, LLC 10.6K +10.6K (+100.0%) 16.5K +16.5K (+100.0%) 0.01% +0.010 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
83 AMERITAS INVESTMENT PARTNERS, INC. 10.3K +— (+0.0%) 15.9K -307.0 (-1.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD8.67 -82.1% 18 qtrs
84 JEFFERIES FINANCIAL GROUP INC. 10.0K +10.0K (+100.0%) 15.5K +15.5K (+100.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
85 RUSSELL INVESTMENTS GROUP, LTD. 9.0K -478.0 (-5.0%) 14.0K -1.0K (-6.8%) 0.01% 0.000 pp 0.00% +0.000 pp USD1.58 -1.9% 2 qtrs
86 LEGAL & GENERAL GROUP PLC 9.0K +— (+0.0%) 13.9K -269.0 (-1.9%) 0.01% +0.000 pp 0.00% +0.000 pp USD6.21 -75.0% 18 qtrs
87 PNC FINANCIAL SERVICES GROUP, INC. 7.7K +24.0 (+0.3%) 11.9K -194.0 (-1.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.88 -60.1% 9 qtrs
88 TOWER RESEARCH CAPITAL LLC (TRC) 7.3K +715.0 (+10.8%) 11.3K +910.0 (+8.7%) 0.01% +0.001 pp 0.00% +0.000 pp USD2.79 -44.4% 18 qtrs
89 CWM, LLC 6.8K -5.0K (-42.1%) 11.0K -8.0K (-42.1%) 0.01% -0.005 pp 0.00% +0.000 pp USD2.65 -41.5% 5 qtrs
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 6.2K -1.4K (-18.1%) 9.6K -2.4K (-19.7%) 0.01% -0.001 pp 0.00% +0.000 pp USD9.39 -83.5% 18 qtrs
91 STERLING CAPITAL MANAGEMENT LLC 5.8K -1.1K (-16.5%) 9.0K -2.0K (-18.1%) 0.01% -0.001 pp 0.00% +0.000 pp USD2.33 -33.5% 6 qtrs
92 ROYAL BANK OF CANADA 4.6K +426.0 (+10.2%) 7.0K +1.0K (+16.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.23 -52.0% 18 qtrs
93 CLOSE ASSET MANAGEMENT LTD 4.0K +— (+0.0%) 6.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD3.53 -56.1% 12 qtrs
94 AMALGAMATED BANK 3.2K -471.0 (-12.9%) 5.0K -1.0K (-16.7%) 0.00% 0.000 pp 0.00% +0.000 pp USD9.48 -83.6% 17 qtrs
95 SMARTLEAF ASSET MANAGEMENT LLC 1.9K +1.4K (+309.8%) 2.9K +2.2K (+326.5%) 0.00% +0.001 pp 0.00% +0.000 pp USD1.63 -4.9% 6 qtrs
96 FORTITUDE FAMILY OFFICE, LLC 1.8K +1.8K (+100.0%) 2.8K +2.8K (+100.0%) 0.00% +0.002 pp 0.00% +0.001 pp USD1.55 +0.0% 3 qtrs
97 OPTIVER HOLDING B.V. 1.6K +— (+0.0%) 2.5K -48.0 (-1.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD2.86 -45.8% 8 qtrs
98 CAPITAL ANALYSTS, LLC 1.3K +— (+0.0%) 2.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD6.28 -75.3% 14 qtrs
99 1.3K +1.3K (+100.0%) 2.0K +2.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD1.55 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 25 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Vanguard Russell 2000 Value ETF VTWV 0.01% 91.0K 0.06%
2 Vanguard Russell 2000 ETF VTWO 0.00% 612.5K 0.06%
3 Vanguard Health Care ETF VHT 0.00% 365.6K 0.09%
4 Vanguard Extended Market ETF VXF 0.00% 1.37M 0.05%
5 Vanguard Russell 3000 ETF VTHR 0.00% 9.2K 0.06%
6 Vanguard U.S. Total Market Index ETF VUN.TO 0.00% 19.3K 0.17%
7 Vanguard U.S. Total Market Shares Index ETF VTS.AX 0.00% 7.0K 0.03%
8 Vanguard U.S. Total Market Index ETF (CAD-hedged) VUS.TO 0.00% 1.4K 0.17%
9 Vanguard Total Stock Market ETF VTI 0.00% 3.30M 0.03%
10 Vanguard All-Equity ETF Portfolio VEQT.TO 0.00% 7.2K 0.22%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
187.5K
Shares disposed
Cash buys
Cash sales
Net activity
+187,500
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
2026-04-15 Ahuja Parmeet Officer A-Award A Common Stock 187,500 0.00 187,500 D
2026-03-30 Ahuja Parmeet Officer A-Award A Employee Stock Option (right to buy) 375,000 0.68 253.6K 375,000 D
2026-03-27 Masoud Maher Director / Officer A-Award A Employee Stock Option (right to buy) 600,000 0.68 410.4K 600,000 D
2026-03-17 Swirsky Douglas J Officer S-Sale D Common Stock 10,142 0.82 8.3K 151,669 D
2025-08-13 Swirsky Douglas J Officer P-Purchase A Common Stock 50,000 1.29 64.5K 161,811 D
2025-08-13 Masoud Maher Director / Officer P-Purchase A Common Stock 75,000 1.37 102.9K 175,000 D
2025-08-13 Erck Stanley C Director P-Purchase A Common Stock 100,000 1.37 137.2K 398,328 D
2025-08-13 DOUGLAS RICHARD Director P-Purchase A Common Stock 80,000 1.39 111.0K 230,577 D
2025-08-13 Brooke William W Director P-Purchase A Common Stock 50,000 1.29 64.5K 150,879 D
2025-06-25 Hemrajani Rekha Director S-Sale D Common Stock 10,684 2.09 22.4K 39,893 D
2025-06-18 Johnston John Joseph Director A-Award A Stock Option (right to buy) 50,790 2.11 107.2K 50,790 D
2025-06-18 Hemrajani Rekha Director A-Award A Common Stock 29,210 0.00 50,577 D
2025-06-18 Erck Stanley C Director A-Award A Stock Option (right to buy) 50,790 2.11 107.2K 50,790 D
2025-06-18 DOUGLAS RICHARD Director A-Award A Stock Option (right to buy) 50,790 2.11 107.2K 50,790 D
2025-06-18 Collins Cynthia Director A-Award A Stock Option (right to buy) 50,790 2.11 107.2K 50,790 D
2025-06-18 Brooke William W Director A-Award A Stock Option (right to buy) 50,790 2.11 107.2K 50,790 D
2025-06-18 BALTHROP PATRICK J Director A-Award A Common Stock 29,210 0.00 50,577 D
2025-06-18 Al-Wakeel Yasir B. Director A-Award A Stock Option (right to buy) 50,790 2.11 107.2K 50,790 D
2025-03-18 Swirsky Douglas J Officer S-Sale D Common Stock 6,939 3.18 22.1K 111,811 D
2025-03-18 Soleymannezhad Ali Officer S-Sale D Common Stock 1,211 3.18 3.9K 59,439 D
2025-03-18 Sandoval David I. Officer S-Sale D Common Stock 353 3.18 1.1K 64,219 D
2025-03-14 Swirsky Douglas J Officer A-Award A Employee Stock Option (right to buy) 150,000 3.29 493.5K 150,000 D
2025-03-14 Soleymannezhad Ali Officer A-Award A Employee Stock Option (right to buy) 138,500 3.29 455.7K 138,500 D
2025-03-14 Sandoval David I. Officer A-Award A Employee Stock Option (right to buy) 92,500 3.29 304.3K 92,500 D
2025-03-14 Masoud Maher Director / Officer A-Award A Employee Stock Option (right to buy) 347,500 3.29 1.14M 347,500 D
2025-01-27 Johnston John Joseph Director M-Exempt A Common Stock 3,000 2.93 8.8K 144,950 D
2025-01-13 Sandoval David I. Officer S-Sale D Common Stock 4,466 4.54 20.3K 41,447 D
2024-12-26 Johnston John Joseph Director M-Exempt D Stock Option (right to buy) 3,000 2.93 8.8K 20,417 D
2024-12-09 Johnston John Joseph Director M-Exempt A Common Stock 483 2.93 1.4K 144,445 D
2024-12-06 Johnston John Joseph Director M-Exempt A Common Stock 505 2.93 1.5K 142,455 D
2024-11-01 Erck Stanley C Director M-Exempt D Employee Stock Option (right to buy) 47,689 0.04 1.9K 0 D
2024-10-28 Johnston John Joseph Director S-Sale D Common Stock 3,000 3.72 11.2K 141,950 D
2024-10-14 Collins Cynthia Director A-Award A Common Stock 51,679 0.00 51,679 D
2024-10-02 Erck Stanley C Director M-Exempt A Common Stock 21,607 0.04 864.28 290,725 D
2024-10-01 Erck Stanley C Director M-Exempt A Common Stock 26,082 0.04 1.0K 295,200 D
2024-09-26 Johnston John Joseph Director M-Exempt D Stock Option (right to buy) 3,000 2.93 8.8K 4,396 D
2024-09-16 Soleymannezhad Ali Officer A-Award A Common Stock 10,400 0.00 26,025
2024-09-11 Soleymannezhad Ali Officer D Employee Stock Option (right to buy) 275,000 3.82 1.05M 0
2024-09-04 Erck Stanley C Director M-Exempt A Common Stock 29,767 0.04 1.2K 298,885
2024-09-03 Erck Stanley C Director M-Exempt A Common Stock 17,922 0.04 716.88 287,040
2024-08-26 Johnston John Joseph Director M-Exempt D Stock Option (right to buy) 3,000 2.93 8.8K 7,396
2024-08-02 Ross Thomas M. Officer M-Exempt D Employee Stock Option (right to buy) 17,857 1.64 29.3K 1
2024-08-01 Ross Thomas M. Officer M-Exempt D Employee Stock Option (right to buy) 15,476 1.64 25.4K 17,858
2024-07-26 Johnston John Joseph Director M-Exempt A Common Stock 3,000 2.93 8.8K 144,950
2024-07-09 Ross Thomas M. Officer M-Exempt A Common Stock 13,531 1.64 22.2K 38,531
2024-07-08 Ross Thomas M. Officer M-Exempt A Common Stock 19,802 1.64 32.5K 44,802
2024-06-27 Johnston John Joseph Director M-Exempt A Common Stock 4,956 2.93 14.5K 151,950
2024-06-20 Ross Thomas M. Officer M-Exempt D Employee Stock Option (right to buy) 33,333 1.64 54.7K 66,667
2024-06-11 Mandell Art Director A-Award A Common Stock 21,367 0.00 395,851
2024-06-11 Johnston John Joseph Director A-Award A Common Stock 21,367 0.00 141,950
2024-06-11 Hemrajani Rekha Director A-Award A Common Stock 21,367 0.00 21,367
2024-06-11 Erck Stanley C Director A-Award A Stock Option (right to buy) 40,701 4.68 190.5K 40,701
2024-06-11 DOUGLAS RICHARD Director A-Award A Common Stock 21,367 0.00 121,367
2024-06-11 Brooke William W Director A-Award A Common Stock 21,367 0.00 71,669
2024-06-11 BALTHROP PATRICK J Director A-Award A Stock Option (right to buy) 40,701 4.68 190.5K 40,701
2024-06-11 Al-Wakeel Yasir B. Director A-Award A Stock Option (right to buy) 40,701 4.68 190.5K 40,701
2024-06-10 Masoud Maher Director / Officer P-Purchase A Common Stock 70,443 4.90 345.2K 100,000
2024-06-07 Masoud Maher Director / Officer P-Purchase A Common Stock 29,557 4.87 143.8K 29,557
2024-03-26 Johnston John Joseph Director M-Exempt A Common Stock 5,000 2.14 10.7K 125,583
2024-03-15 Swirsky Douglas J Officer A-Award A Employee Stock Option (right to buy) 225,000 4.31 969.8K 225,000
2024-03-15 Sandoval David I. Officer A-Award A Common Stock 3,913 0.00 45,913
2024-03-15 Ross Thomas M. Officer A-Award A Common Stock 25,000 0.00 25,000
2024-02-22 Sandoval David I. Officer D Common Stock 0 0.00 42,000
2024-01-26 Johnston John Joseph Director M-Exempt A Common Stock 5,000 2.14 10.7K 125,583
2024-01-03 Masoud Maher Director / Officer A-Award A Employee Stock Option (right to buy) 400,000 4.42 1.77M 400,000
2023-12-26 Johnston John Joseph Director M-Exempt A Common Stock 5,000 2.14 10.7K 125,583
2023-12-05 Doerfler Douglas Director / Officer M-Exempt D Employee Stock Option (right to buy) 99,442 0.04 4.0K 85,080
2023-12-04 Doerfler Douglas Director / Officer M-Exempt D Employee Stock Option (right to buy) 25,008 0.04 1.0K 184,522
2023-12-01 Doerfler Douglas Director / Officer M-Exempt A Common Stock 20,200 0.04 808.00 353,397
2023-11-29 Doerfler Douglas Director / Officer M-Exempt A Common Stock 5,350 0.04 214.00 338,547
2023-11-27 Johnston John Joseph Director M-Exempt A Common Stock 5,000 2.14 10.7K 125,583
2023-11-14 Johnston John Joseph Director S-Sale D Common Stock 10,000 3.71 37.1K 120,583
2023-08-30 Johnston John Joseph Director M-Exempt A Common Stock 2,841 1.64 4.7K 123,424
2023-08-29 Johnston John Joseph Director M-Exempt A Common Stock 2,059 1.64 3.4K 122,642
2023-08-28 Johnston John Joseph Director M-Exempt A Common Stock 100 1.64 164.10 120,683
2023-07-26 Johnston John Joseph Director M-Exempt A Common Stock 5,000 1.64 8.2K 125,583
2023-07-12 Doerfler Douglas Director / Officer M-Exempt D Employee Stock Option (right to buy) 16,757 0.04 670.28 235,080
2023-07-11 Doerfler Douglas Director / Officer M-Exempt A Common Stock 12,798 0.04 511.92 345,995
2023-07-10 Doerfler Douglas Director / Officer M-Exempt A Common Stock 445 0.04 17.80 333,642
2023-06-27 Johnston John Joseph Director M-Exempt A Common Stock 7,471 1.64 12.3K 128,054
2023-06-26 Johnston John Joseph Director M-Exempt D Stock Option (right to buy) 712 1.64 1.2K 26,188
2023-06-22 Mandell Art Director A-Award A Stock Option (right to buy) 50,000 4.57 228.5K 50,000
2023-06-22 Johnston John Joseph Director A-Award A Stock Option (right to buy) 50,000 4.57 228.5K 50,000
2023-06-22 Hemrajani Rekha Director A-Award A Stock Option (right to buy) 50,000 4.57 228.5K 50,000
2023-06-22 Erck Stanley C Director A-Award A Stock Option (right to buy) 50,000 4.57 228.5K 50,000
2023-06-22 DOUGLAS RICHARD Director A-Award A Stock Option (right to buy) 50,000 4.57 228.5K 50,000
2023-06-22 Brooke William W Director A-Award A Stock Option (right to buy) 50,000 4.57 228.5K 50,000
2023-06-22 BALTHROP PATRICK J Director A-Award A Stock Option (right to buy) 50,000 4.57 228.5K 50,000
2023-06-22 Al-Wakeel Yasir B. Director A-Award A Stock Option (right to buy) 50,000 4.57 228.5K 50,000
2023-06-14 Doerfler Douglas Director / Officer S-Sale D Common Stock 28,883 5.04 145.6K 333,197
2023-06-13 Doerfler Douglas Director / Officer M-Exempt A Common Stock 14,968 0.04 598.72 348,165
2023-05-03 Doerfler Douglas Director / Officer M-Exempt A Common Stock 16,149 0.04 645.96 349,346
2023-04-12 Ross Thomas M. Officer S-Sale D Common Stock 5,583 5.00 27.9K 0
2023-04-12 Doerfler Douglas Director / Officer M-Exempt D Employee Stock Option (right to buy) 12,718 0.04 508.72 325,080
2023-04-11 Ross Thomas M. Officer M-Exempt D Employee Stock Option (right to buy) 8,451 2.14 18.1K 19,451
2023-04-11 Doerfler Douglas Director / Officer M-Exempt A Common Stock 2,182 0.04 87.28 335,379
2023-04-10 Ross Thomas M. Officer M-Exempt A Common Stock 100 2.14 214.20 100
2023-04-10 Doerfler Douglas Director / Officer M-Exempt A Common Stock 100 0.04 4.00 333,297
2023-04-06 Ross Thomas M. Officer M-Exempt D Employee Stock Option (right to buy) 27,193 2.14 58.2K 28,002
2023-04-06 Doerfler Douglas Director / Officer M-Exempt D Employee Stock Option (right to buy) 27,862 0.04 1.1K 340,080
2023-04-05 Ross Thomas M. Officer M-Exempt D Employee Stock Option (right to buy) 6,967 2.14 14.9K 55,195
2023-04-05 Doerfler Douglas Director / Officer M-Exempt D Employee Stock Option (right to buy) 6,961 0.04 278.44 367,942
2023-04-04 Ross Thomas M. Officer M-Exempt D Employee Stock Option (right to buy) 7,266 2.14 15.6K 62,162
2023-04-04 Doerfler Douglas Director / Officer M-Exempt D Employee Stock Option (right to buy) 7,470 0.04 298.80 374,903
2023-04-03 Ross Thomas M. Officer M-Exempt D Employee Stock Option (right to buy) 100 2.14 214.20 69,428
2023-04-03 Doerfler Douglas Director / Officer S-Sale D Common Stock 100 5.01 501.00 333,197
2023-03-31 Ross Thomas M. Officer M-Exempt D Employee Stock Option (right to buy) 2,607 2.14 5.6K 69,528
2023-03-31 Doerfler Douglas Director / Officer M-Exempt A Common Stock 2,607 0.04 104.28 335,804
2023-03-29 DOUGLAS RICHARD Director P-Purchase A Common Stock 80,000 4.32 345.5K 100,000
2023-03-27 Swirsky Douglas J Officer A-Award A Employee Stock Option (right to buy) 350,000 4.11 1.44M 350,000
2023-03-20 Sumen Cenk Officer A-Award A Employee Stock Option (right to buy) 120,000 4.19 502.8K 120,000
2023-03-20 Ross Thomas M. Officer A-Award A Employee Stock Option (right to buy) 120,000 4.19 502.8K 120,000
2023-03-20 Masoud Maher Officer A-Award A Employee Stock Option (right to buy) 120,000 4.19 502.8K 120,000
2023-03-20 Holtz Ron Officer A-Award A Employee Stock Option (right to buy) 120,000 4.19 502.8K 120,000
2023-03-20 Hemrajani Rekha Director A-Award A Stock Option (right to buy) 40,000 4.19 167.6K 40,000
2023-03-20 Doerfler Douglas Director / Officer A-Award A Employee Stock Option (right to buy) 400,000 4.19 1.68M 400,000
2023-03-20 Al-Wakeel Yasir B. Director A-Award A Stock Option (right to buy) 40,000 4.19 167.6K 40,000
2023-02-02 Ross Thomas M. Officer S-Sale D Common Stock 11,575 5.77 66.8K 0
2023-02-02 Doerfler Douglas Director / Officer S-Sale D Common Stock 10,665 5.77 61.5K 333,197
2023-02-01 Ross Thomas M. Officer S-Sale D Common Stock 17,558 5.68 99.7K 0
2023-02-01 Doerfler Douglas Director / Officer S-Sale D Common Stock 19,335 5.69 110.0K 333,197
2023-01-05 Ross Thomas M. Officer S-Sale D Common Stock 9,467 5.04 47.7K 0
2023-01-05 Doerfler Douglas Officer S-Sale D Common Stock 10,234 5.04 51.6K 333,197
2023-01-04 Ross Thomas M. Officer M-Exempt A Common Stock 9,153 0.98 9.0K 9,153
2023-01-04 Doerfler Douglas Officer M-Exempt D Employee Stock Option (right to buy) 9,153 0.00 425,314
2023-01-03 Ross Thomas M. Officer M-Exempt A Common Stock 10,513 0.98 10.3K 10,513
2023-01-03 Doerfler Douglas Officer M-Exempt A Common Stock 10,613 0.04 424.52 343,810
2022-12-05 Ross Thomas M. Officer M-Exempt D Employee Stock Option (right to buy) 14,133 0.00 31,601
2022-12-02 Ross Thomas M. Officer M-Exempt D Employee Stock Option (right to buy) 15,000 0.00 45,734
2022-11-30 BALTHROP PATRICK J Director A-Award A Stock Option (right to buy) 100,000 0.00 100,000
2022-11-02 Ross Thomas M. Officer M-Exempt A Common Stock 1,266 1.08 1.4K 5,704
2022-11-01 Ross Thomas M. Officer M-Exempt A Common Stock 23,429 0.84 19.7K 23,429
2022-10-11 Ross Thomas M. Officer M-Exempt D Employee Stock Option (right to buy) 4,282 0.00 27,867
2022-10-10 Ross Thomas M. Officer M-Exempt D Employee Stock Option (right to buy) 24,851 0.00 32,149
2022-10-03 Casdin Partners Master Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.01 per share 735,786 6.15 4.53M 10,000,000
2022-10-03 Casdin Eli Director S-Sale D Common Stock, par value $0.01 per share 735,786 6.15 4.53M 10,000,000
2022-07-01 Casdin Partners Master Fund, L.P. 10% Owner S-Sale D Common Stock, par value $0.01 per share 3,235,548 4.30 13.91M 10,735,786
2022-07-01 Casdin Eli Director S-Sale D Common Stock, par value $0.01 per share 3,235,548 4.30 13.91M 10,735,786
2022-06-29 Mandell Art Director A-Award A Stock Option (right to buy) 26,900 0.00 26,900
2022-06-29 Johnston John Joseph Director A-Award A Stock Option (right to buy) 26,900 0.00 26,900
2022-06-29 Hemrajani Rekha Director A-Award A Stock Option (right to buy) 26,900 4.82 129.7K 26,900
2022-06-29 Erck Stanley C Director A-Award A Stock Option (right to buy) 26,900 4.82 129.7K 26,900
2022-06-29 DOUGLAS RICHARD Director A-Award A Stock Option (right to buy) 26,900 4.82 129.7K 26,900
2022-06-29 Brooke William W Director A-Award A Stock Option (right to buy) 26,900 0.00 26,900
2022-06-29 Al-Wakeel Yasir B. Director A-Award A Stock Option (right to buy) 26,900 0.00 26,900
2022-04-11 Sumen Cenk Officer A-Award A Employee Stock Option (right to buy) 500,000 5.70 2.85M 500,000
2022-03-25 Ross Thomas M. Officer A-Award A Employee Stock Option (right to buy) 142,000 0.00 142,000
2022-03-25 Murphy Amanda Louise Officer A-Award A Employee Stock Option (right to buy) 142,000 0.00 142,000
2022-03-25 Masoud Maher Officer A-Award A Employee Stock Option (right to buy) 242,000 0.00 242,000
2022-03-25 Holtz Ron Officer A-Award A Employee Stock Option (right to buy) 142,000 0.00 142,000
2022-03-25 Doerfler Douglas Officer A-Award A Employee Stock Option (right to buy) 500,000 0.00 500,000
2022-03-07 Sumen Cenk Officer 0 0.00 0
2021-11-22 DOUGLAS RICHARD Director P-Purchase A Common Stock 20,000 11.12 222.4K 20,000
2021-11-16 Ross Thomas M. Officer S-Sale D Common Stock 31,163 12.08 376.4K 0
2021-11-16 Murphy Amanda Louise Officer M-Exempt D Employee Stock Option (right to buy) 37,306 4.42 164.9K 1,000,000
2021-11-16 Masoud Maher Officer S-Sale D Common Stock 18,562 12.08 224.2K 0
2021-11-16 Holtz Ron Officer S-Sale D Common Stock 39,130 12.08 472.7K 125,251
2021-11-16 Doerfler Douglas Director / Officer S-Sale D Common Stock 74,890 12.08 904.7K 333,197
2021-11-15 Ross Thomas M. Officer M-Exempt A Common Stock 51,352 0.84 43.1K 51,352
2021-11-15 Murphy Amanda Louise Officer M-Exempt D Employee Stock Option (right to buy) 61,591 4.42 272.2K 1,037,306
2021-11-15 Masoud Maher Officer M-Exempt D Employee Stock Option (right to buy) 24,278 2.08 50.5K 75,000
2021-11-15 Holtz Ron Officer M-Exempt D Employee Stock Option (right to buy) 64,385 0.04 2.6K 169,422
2021-11-15 Doerfler Douglas Director / Officer M-Exempt D Employee Stock Option (right to buy) 123,263 0.04 4.9K 519,970
2021-11-12 Ross Thomas M. Officer S-Sale D Common Stock 42,590 12.66 539.2K 0
2021-11-12 Murphy Amanda Louise Officer M-Exempt D Employee Stock Option (right to buy) 51,103 4.42 225.9K 1,098,897
2021-11-12 Masoud Maher Officer M-Exempt D Employee Stock Option (right to buy) 25,722 2.08 53.5K 99,278
2021-11-12 Holtz Ron Officer M-Exempt A Common Stock 21,485 0.04 859.40 171,736
2021-11-12 Doerfler Douglas Director / Officer M-Exempt A Common Stock 1,847 0.04 73.88 435,044
2021-08-09 THOMPSON J STARK PHD Director A-Award A Stock Option (right to buy) 10,000 16.63 166.3K 10,000
2021-08-09 Ross Thomas M. Officer A-Award A Stock Option (right to buy) 10,000 16.63 166.3K 10,000
2021-08-09 Murphy Amanda Louise Officer A-Award A Stock Option (right to buy) 10,000 16.63 166.3K 10,000
2021-08-09 Masoud Maher Officer A-Award A Stock Option (right to buy) 10,000 16.63 166.3K 10,000
2021-08-09 Mandell Art Director A-Award A Stock Option (right to buy) 10,000 16.63 166.3K 10,000
2021-08-09 Johnston John Joseph Director A-Award A Stock Option (right to buy) 10,000 16.63 166.3K 10,000
2021-08-09 Holtz Ron Officer A-Award A Stock Option (right to buy) 10,000 16.63 166.3K 10,000
2021-08-09 Hemrajani Rekha Director A-Award A Stock Option (right to buy) 10,000 16.63 166.3K 10,000
2021-08-09 Erck Stanley C Director A-Award A Stock Option (right to buy) 10,000 16.63 166.3K 10,000
2021-08-09 Doerfler Douglas Director / Officer A-Award A Stock Option (right to buy) 10,000 16.63 166.3K 10,000
2021-08-09 DOUGLAS RICHARD Director A-Award A Stock Option (right to buy) 10,000 16.63 166.3K 10,000
2021-08-09 Brooke William W Director A-Award A Stock Option (right to buy) 10,000 16.63 166.3K 10,000
2021-08-09 Al-Wakeel Yasir B. Director A-Award A Stock Option (right to buy) 10,000 16.63 166.3K 10,000
2021-07-30 Casdin Partners Master Fund, L.P. 10% Owner P-Purchase A Common Stock, par value $0.01 per share 1,800,000 13.00 23.40M 13,971,334
2021-07-29 THOMPSON J STARK PHD Director D Stock Option (right to buy) 89,333 0.04 3.6K 0
2021-07-29 Ross Thomas M. Officer D Employee Stock Option (right to buy) 98,800 2.44 241.1K 0
2021-07-29 Murphy Amanda Louise Officer D Employee Stock Option (right to buy) 55,470 14.30 793.2K 0
2021-07-29 Masoud Maher Officer D Employee Stock Option (right to buy) 46,100 2.44 112.5K 0
2021-07-29 Mandell Art Director D Stock Option (right to buy) 26,900 14.30 384.7K 0
2021-07-29 Johnston John Joseph Director D Stock Option (right to buy) 26,900 14.30 384.7K 0
2021-07-29 Holtz Ron Officer D Employee Stock Option (right to buy) 177,600 1.87 332.1K 0
2021-07-29 Hemrajani Rekha Director D Stock Option (right to buy) 80,700 12.26 989.4K 0
2021-07-29 Erck Stanley C Director D Stock Option (right to buy) 143,067 0.04 5.7K 0
2021-07-29 Doerfler Douglas Director / Officer D Employee Stock Option (right to buy) 645,080 0.04 25.8K 0
2021-07-29 DOUGLAS RICHARD Director D Stock Option (right to buy) 40,900 3.45 141.1K 0
2021-07-29 Casdin Partners Master Fund, L.P. 10% Owner D Common Stock, par value $0.01 per share 0 0.00 12,171,334
2021-07-29 Brooke William W Director D Stock Option (right to buy) 26,900 14.30 384.7K 0
2021-07-29 Al-Wakeel Yasir B. Director D Stock Option (right to buy) 80,700 12.26 989.4K 0

Executive team

Top executives
EBIT / Employee
-478.5K
Shares Outstanding
106.86M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Maher Masoud President and Chief Executive Officer 590.0K 1.72M 897.3K 389.4K 10.6K 3.61M 72.59%
2 2024 Douglas Swirsky, Chief Financial Officer 460.0K 484.9K 501.1K 224.1K 16.5K 1.69M 58.46%
3 2024 Thomas Ross Former Executive Vice President, Global Sales 448.0K 215.5K 222.7K 240.8K 14.8K 1.14M 38.38%
4 2024 Ali Soleymannezhad Chief Commercial Officer 435.8K 177.5K 184.1K 213.3K 11.1K 1.02M 35.39%
5 2023 Doug Doerfler Former President and Chief Executive Officer 641.3K 797.9K 572.1K 1.12M 3.14M 25.44%
6 2023 Douglas Swirsky, Chief Financial Officer 326.1K 684.9K 161.5K 17.4K 1.19M 57.56%
7 2023 Maher Masoud President and Chief Executive Officer, former Executive Vice President 450.0K 239.4K 186.6K 14.4K 890.4K 26.89%
8 2023 Maher Masoud President and Chief Executive Officer 450.0K 239.4K 186.6K 14.4K 890.4K 26.89%
9 2022 Doug Doerfler Former President and Chief Executive Officer 605.0K 375.7K 576.0K 18.6K 1.58M 23.85%
10 2022 Doug Doerfler President, Chief Executive Officer and Director 605.0K 375.7K 576.0K 18.6K 1.58M 23.85%
11 2022 Cenk Sumen Chief Scientific Officer 327.3K 321.7K 146.7K 24.1K 819.7K 39.24%
12 2022 Maher Masoud Executive Vice President and General Counsel 412.5K 178.8K 184.8K 14.8K 790.9K 22.61%
13 2022 Maher Masoud President and Chief Executive Officer, former Executive Vice President 412.5K 178.8K 184.8K 14.8K 790.9K 22.61%
14 2021 Doug Doerfler President, Chief Executive Officer and Director 575.0K 646.4K 800.0K 15.5K 2.04M 31.73%
15 2021 Ron Holtz Chief Financial Officer 381.0K 298.9K 252.7K 15.7K 948.3K 31.52%
16 2021 Amanda L. Murphy Former Chief Financial Officer 400.0K 99.4K 316.0K 15.3K 830.6K 11.96%
17 2020 Amanda L. Murphy Former Chief Financial Officer 125.8K 2.43M 222.5K 4.2K 2.78M 87.31%
18 2020 Doug Doerfler President, Chief Executive Officer and Director 518.0K 332.3K 356.1K 17.3K 1.22M 27.15%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-29 DEFA14A
2026-04-29 DEF 14A
2025-05-29 DEFA14A
2025-04-28 DEF 14A
2025-04-15 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-29 DEFA14A
2026-04-29 DEF 14A
2026-04-29 ARS
2026-04-17 4
2026-04-15 S-8
2026-04-10 SC 13G/A
2026-04-10 4
2026-04-10 3
2026-03-31 4
2026-03-27 SC 13G/A

Executive team

NameTitleCompensationGender
Maher Masoud President, Chief Executive Officer & Executive Director 919.1K male
Douglas J. Swirsky Chief Financial Officer 700.6K male
Parmeet Ahuja Chief Financial Officer 700.6K male
Jill Mayer Senior Vice President of Human Resources female
Jay Gelfman Chief Operations Officer male
Jack Horgan Senior Vice President of Corporate Development male
Ana-Paula Martins Fernandes Senior Vice President of Global Sales female
ESG Rating
B
MEDICAL - DEVICES
Rank: 31 out of 168
2025
E (Environmental)
98.7 / 62.5
Company / Sector avg.
S (Social)
59.9 / 68.9
Company / Sector avg.
G (Governance)
38.8 / 64.8
Company / Sector avg.
ESG Total
65.8 / 65.4
Company / Sector avg.
ESG Score History MEDICAL - DEVICES
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