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N-able, Inc. (NABL)

USD4.41 -0.02 (-0.34%)
US NYSE Technology Information Technology Services
Address 30 Corporate Drive 1803
Burlington, MA, US
CEO John Pagliuca
Website n-able.com
IPO 2021-07-19
CIK 1834488 ISIN US62878D1000

Explore sections of this company profile

Description

N-able, Inc. furnishes cloud-powered software offerings specifically for managed service providers (MSPs) across the United States, the United Kingdom, and globally. These solutions are crafted to enable MSPs to facilitate digital modernization and expansion for their small and medium-sized enterprise (SME) clientele. N-able's enterprise-grade software platform acts as a core operational system for its MSP partners, engineered to adapt and grow in tandem with their businesses. The company's comprehensive platform is categorized into several key areas: Remote monitoring and management: Tools to oversee and maintain IT infrastructure from a distance. Security and data protection: A suite of features encompassing data backup and recovery, patch deployment, endpoint security, web content filtering, email security and archiving, and vulnerability assessments. Business management: Capabilities such as professional services automation, advanced automation and scripting, robust password policy enforcement, and comprehensive reporting and analytics. Established in 2000, N-able, Inc. is based in Burlington, Massachusetts.

News Sentiment (7d)
69 Positive

Based on only 2 articles — 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
USD4.41 -0.02 (-0.34%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.53
Float Shares
73.38M
Free Float %
39.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-12.79% -19.80% -2.85% -22.98% -48.94% -45.32% -47.90% -70.19% -74.44% -74.44% -74.44%
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) Hold
Price Targets & DCF
Current price
4.41
Low 5.50 +24.9%
Consensus 5.92 +34.4%
Median 5.75 +30.5%
High 6.50 +47.6%
DCF (Unlevered) 8.07 +83.1%
DCF (Levered) 25.88 +487.5%

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) 50% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 1 0
Hold 2 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
5.38
+22.1%
Last Year 2
5.38
+22.1%
All Time 6
9.17
+108.2%
Quality scores
Altman Z-Score
1.37
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
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 Information Technology Services: +10.1%
    +9.7% Q1'26: +13.1% (vs Q1'25)
  • EPS growth Information Technology Services: +16.7%
    -156.7% Q1'26: +91.8% (vs Q1'25)
  • FCF margin FCF growth · Information Technology Services: +32.8%
    +1.5% Q1'26: +11.8% (vs Q1'25)
  • EBIT margin Information Technology Services: +9.0%
    +7.5% Q1'26: +9.8% (vs Q1'25)
  • ROIC Information Technology Services: +9.5%
    +2.0% Q1'26: +2.8% (vs Q1'25)
  • Share dilution Information Technology Services: +0.0%
    -0.3% Q1'26: -0.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Information Technology Services: -0.83×
    5.58× Q1'26: 4.44× (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 (0.64) × ERP
WACC = 68% × Ke + 32% × Kd (7.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 8.05 Current price: 4.41
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
3 EPS Ana.
Dec 2027
4 Rev. Ana.
3 EPS Ana.
Revenue
346.46M
est: 346.02M (+0.1%)
371.77M
est: 369.57M (+0.6%)
421.88M
est: 449.18M (-6.1%)
466.15M
est: 463.80M (+0.5%)
511.43M
est: 508.22M (+0.6%)
556.25M
555.61M – 556.88M
+9.5% YoY
602.84M
601.61M – 604.05M
+8.4% YoY
EBITDA
65.09M
est: 78.80M (-17.4%)
72.55M
est: 84.17M (-13.8%)
94.65M
est: 90.25M (+4.9%)
110.03M
est: 93.19M (+18.1%)
82.45M
est: 102.11M (-19.3%)
111.76M
111.64M – 111.89M
+9.5% YoY
121.12M
120.88M – 121.37M
+8.4% YoY
EBIT
32.06M
est: 47.86M (-33.0%)
49.28M
est: 51.12M (-3.6%)
74.58M
est: 59.09M (+26.2%)
84.30M
est: 61.02M (+38.2%)
38.39M
est: 66.86M (-42.6%)
73.18M
73.09M – 73.26M
+9.5% YoY
79.31M
79.15M – 79.47M
+8.4% YoY
Net Income
113.0K
est: 67.08M (-99.8%)
16.71M
est: 59.03M (-71.7%)
23.41M
est: 33.01M (-29.1%)
30.96M
est: 86.00M (-64.0%)
-17.03M
est: 79.43M (-121.4%)
78.88M
77.09M – 80.68M
-0.7% YoY
86.23M
70.55M – 101.91M
+9.3% YoY
SGA
193.25M
est: 172.06M (+12.3%)
196.43M
est: 183.77M (+6.9%)
204.58M
est: 226.79M (-9.8%)
212.11M
est: 234.17M (-9.4%)
254.88M
est: 256.60M (-0.7%)
280.84M
280.52M – 281.16M
+9.5% YoY
304.37M
303.75M – 304.98M
+8.4% YoY
EPS
0.00
est: 0.36 (-99.8%)
0.09
est: 0.31 (-70.4%)
0.13
est: 0.18 (-26.0%)
0.17
est: 0.45 (-62.6%)
-0.09
est: 0.42 (-121.5%)
0.42
0.41 – 0.43
-0.7% YoY
0.48
0.38 – 0.54
+14.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-05-06 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-04 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-01 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-30 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-29 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-27 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-24 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-15 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
82.23M
OE per share TTM
0.44
Owner's Yield
8.51%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
14.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
46
Total invested
239.29M
Insider transactions (90d)
0
Beneficial owners (>5%)
41
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Thoma Bravo UGP, LLC 50.09M 28.00% 50.09M OO 2021-07-29
2 Thoma Bravo Partners XI, L.P. 34.72M 19.40% 34.72M PN 2021-07-29
3 Canada Pension Plan Investment Board 17.79M 9.90% 17.79M FI : 2022-02-14
4 Thoma Bravo Fund XI, L.P. 16.33M 9.10% 16.33M PN 2021-07-29
5 Thoma Bravo Partners XII, L.P. 15.37M 8.60% 15.37M PN 2021-07-29
6 (1) BlackRock, Inc. 11.25M 6.20% 11.15M 11.25M HC Delaware 2024-02-06
7 Thoma Bravo Fund XI-A, L.P. 8.20M 4.60% 8.20M PN 2021-07-29
8 Thoma Bravo Fund XII, L.P. 8.08M 4.50% 8.08M PN 2021-07-29
9 Thoma Bravo Fund XII-A, L.P. 7.15M 4.00% 7.15M PN 2021-07-29
10 Thoma Bravo Special Opportunities Fund II, L.P. 6.61M 3.70% 6.61M PN 2021-07-29
11 Thoma Bravo Special Opportunities Fund II-A, L.P. 3.21M 1.80% 3.21M PN 2021-07-29
12 AlpInvest Partners B.V. 2.48M 1.30% 2.48M 10.00 CO Netherlands 2021-12-20
13 AlpInvest Partners 2014 I B.V. 2.05M 1.10% 2.05M 10.00 CO Netherlands 2021-12-20
14 AlpInvest Partners Co-Investments 2014 I C.V. 2.05M 1.10% 2.05M 10.00 PN Netherlands 2021-12-20
15 SMRS-TOPE LLC 1.74M 1.00% 1.74M 1.74M OO 2021-07-29
16 Brent R. Nicklas 1.24M 0.70% 1.24M 1.24M 11.00 IN 2021-07-29
17 CIP Partners GP III LLC 1.24M 0.70% 1.24M 1.24M PN 2021-07-29
18 CIP Partners III, L.P. 1.24M 0.70% 1.24M 1.24M PN 2021-07-29
19 Lexington Co-Investment Holdings III, L.P. 1.24M 0.70% 1.24M 1.24M PN 2021-07-29
20 Lexington Partners Advisors GP L.L.C. 1.24M 0.70% 1.24M 1.24M 11.00 PN 2021-07-29
21 Lexington Partners Advisors Holdings GP L.L.C. 1.24M 0.70% 1.24M 1.24M 11.00 PN 2021-07-29
22 Lexington Partners Advisors Holdings L.P 1.24M 0.70% 1.24M 1.24M 11.00 PN 2021-07-29
23 Lexington Partners L.P. 1.24M 0.70% 1.24M 1.24M PN 2021-07-29
24 IX-Buyout 619.9K 0.30% 619.9K 619.9K OO 2021-07-29
25 Hermes USA Investors Venture II, LP 495.9K 0.30% 495.9K 495.9K PN 2021-07-29
26 Executive Fund XI, L.P. 360.3K 0.20% 360.3K PN 2021-07-29
27 HarbourVest Partners X Buyout Fund L.P. 347.2K 0.20% 347.2K 347.2K OO 2021-07-29
28 AlpInvest Partners 2014 II B.V. 332.8K 0.20% 332.8K 10.00 CO Netherlands 2021-12-20
29 AlpInvest Partners Co-Investments 2014 II C.V. 332.8K 0.20% 332.8K 10.00 PN Netherlands 2021-12-20
30 Co-Investment 248.0K 0.10% 248.0K 248.0K OO 2021-07-29
31 Howard Hughes Medical Institute 248.0K 0.10% 248.0K EP 2021-07-29
32 Meranti Fund L.P. 248.0K 0.10% 248.0K 248.0K OO 2021-07-29
33 HarbourVest Global Annual Private Equity Fund L.P. 223.2K 0.10% 223.2K 223.2K OO 2021-07-29
34 HarbourVest 2015 Global Fund L.P. 148.8K 0.10% 148.8K 148.8K OO 2021-07-29
35 HarbourVest Partners X AIF Buyout L.P. 148.8K 0.10% 148.8K 148.8K OO 2021-07-29
36 Thoma Bravo Executive Fund XII, L.P. 79.1K 0.00% 79.1K PN 2021-07-29
37 Thoma Bravo Executive Fund XII-A, L.P. 70.3K 0.00% 70.3K PN 2021-07-29
38 AM 2014 Co C.V. 64.0K 0.00% 64.0K 10.00 PN Netherlands 2021-12-20
39 AlpInvest Mich B.V. 64.0K 0.00% 64.0K 10.00 CO Netherlands 2021-12-20
40 AlpInvest GA B.V. 29.8K 0.00% 29.8K 10.00 CO Netherlands 2021-12-20
41 AlpInvest GA Co C.V. 29.8K 0.00% 29.8K 10.00 PN Netherlands 2021-12-20

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
46
-162 vs prev Q
New positions
9
Closed positions
171
Increased
22
Reduced
14
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 MACQUARIE MANAGEMENT HOLDINGS, INC. 3.35M +3.3M (+100.0%) 25.03B +25.0B (+100.0%) 1.78% +1.784 pp 0.04% +0.038 pp USD7.48 +0.0% 1 qtrs NEW
2 SILVER LAKE GROUP, L.L.C. 61.47M +— (+0.0%) 459.82M -19.7M (-4.1%) 32.77% +0.212 pp 9.14% -0.196 pp USD12.41 -39.7% 18 qtrs
3 THOMA BRAVO, L.P. 50.09M +— (+0.0%) 374.68M -16.0M (-4.1%) 26.70% +0.173 pp 3.68% +0.333 pp USD12.41 -39.7% 18 qtrs
4 BLACKROCK, INC. 11.69M +110.3K (+1.0%) 87.44M -2.9M (-3.2%) 6.23% +0.099 pp 0.00% 0.000 pp USD12.84 -41.7% 6 qtrs
5 VANGUARD GROUP INC 9.78M -295.8K (-2.9%) 73.15M -5.4M (-6.9%) 5.21% -0.123 pp 0.00% 0.000 pp USD12.05 -37.9% 18 qtrs
6 SUNRIVER MANAGEMENT LLC 6.13M -77.3K (-1.2%) 45.89M -2.6M (-5.3%) 3.27% -0.020 pp 4.81% -0.456 pp USD10.27 -27.2% 18 qtrs
7 DIMENSIONAL FUND ADVISORS LP 4.30M +282.6K (+7.0%) 32.14M +826.4K (+2.6%) 2.29% +0.165 pp 0.01% +0.000 pp USD11.34 -34.0% 18 qtrs
8 STATE STREET CORP 3.69M -106.0K (-2.8%) 27.57M -2.0M (-6.8%) 1.96% -0.043 pp 0.00% 0.000 pp USD11.46 -34.7% 18 qtrs
9 ARROWMARK COLORADO HOLDINGS LLC 2.44M -713.2K (-22.6%) 18.28M -6.3M (-25.8%) 1.30% -0.369 pp 0.40% -0.055 pp USD10.26 -27.1% 18 qtrs
10 ALPINVEST PARTNERS B.V. 2.39M +— (+0.0%) 17.85M -763.5K (-4.1%) 1.27% +0.008 pp 27.81% -18.900 pp USD10.28 -27.2% 13 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 1.73M -27.1K (-1.5%) 12.92M -763.8K (-5.6%) 0.92% -0.008 pp 0.00% 0.000 pp USD11.33 -34.0% 18 qtrs
12 TOPLINE CAPITAL MANAGEMENT, LLC 1.39M +932.7K (+205.2%) 10.38M +6.8M (+192.7%) 0.74% +0.499 pp 0.94% +0.329 pp USD7.58 -1.3% 5 qtrs
13 MORGAN STANLEY 1.35M +260.7K (+24.0%) 10.07M +1.6M (+18.9%) 0.72% +0.143 pp 0.00% +0.000 pp USD9.99 -25.1% 18 qtrs
14 APPLIED FUNDAMENTAL RESEARCH, LLC 1.25M +193.7K (+18.3%) 9.37M +1.1M (+13.4%) 0.67% +0.107 pp 9.31% +1.281 pp USD11.62 -35.6% 7 qtrs
15 LEXINGTON PARTNERS L.P. 1.24M +— (+0.0%) 9.27M -396.8K (-4.1%) 0.66% +0.004 pp 2.73% -0.195 pp USD12.41 -39.7% 18 qtrs
16 1.19M +1.2M (+100.0%) 8.95M +9.0M (+100.0%) 0.63% +0.633 pp 0.29% +0.293 pp USD7.48 +0.0% 1 qtrs NEW
17 PENSERRA CAPITAL MANAGEMENT LLC 1.19M -24.9K (-2.1%) 8.88M -574.0K (-6.1%) 0.63% -0.009 pp 0.11% -0.008 pp USD8.09 -7.5% 3 qtrs
18 AMERIPRISE FINANCIAL INC 1.14M -9.4K (-0.8%) 8.52M -437.5K (-4.9%) 0.61% -0.001 pp 0.00% 0.000 pp USD8.90 -16.0% 12 qtrs
19 CENTERBOOK PARTNERS LP 1.08M +266.8K (+32.6%) 8.12M +1.7M (+27.2%) 0.58% +0.145 pp 0.40% +0.081 pp USD9.67 -22.6% 17 qtrs
20 NORTHERN TRUST CORP 907.6K -44.4K (-4.7%) 6.79M -636.4K (-8.6%) 0.48% -0.020 pp 0.00% 0.000 pp USD9.88 -24.3% 18 qtrs
21 EDGESTREAM PARTNERS, L.P. 802.5K +192.4K (+31.5%) 6.00M +1.2M (+26.1%) 0.43% +0.105 pp 0.17% +0.030 pp USD8.94 -16.3% 11 qtrs
22 AQR CAPITAL MANAGEMENT LLC 762.2K -125.1K (-14.1%) 5.70M -1.2M (-17.6%) 0.41% -0.064 pp 0.00% -0.001 pp USD7.89 -5.2% 14 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 703.4K -36.0K (-4.9%) 5.26M -506.1K (-8.8%) 0.37% -0.017 pp 0.00% 0.000 pp USD11.10 -32.6% 18 qtrs
24 TWO SIGMA INVESTMENTS, LP 685.9K +256.2K (+59.6%) 5.13M +1.8M (+53.1%) 0.37% +0.138 pp 0.01% +0.002 pp USD8.62 -13.2% 12 qtrs
25 BANK OF AMERICA CORP /DE/ 608.4K -2.9K (-0.5%) 4.55M -217.5K (-4.6%) 0.32% +0.001 pp 0.00% +0.000 pp USD8.11 -7.8% 18 qtrs
26 D. E. SHAW & CO., INC. 593.6K +75.6K (+14.6%) 4.44M +399.8K (+9.9%) 0.32% +0.042 pp 0.00% +0.000 pp USD9.69 -22.8% 18 qtrs
27 QUBE RESEARCH & TECHNOLOGIES LTD 577.0K +254.2K (+78.8%) 4.32M +1.8M (+71.4%) 0.31% +0.137 pp 0.00% +0.002 pp USD10.52 -28.9% 17 qtrs
28 PRINCIPAL FINANCIAL GROUP INC 544.0K +57.8K (+11.9%) 4.07M +277.1K (+7.3%) 0.29% +0.033 pp 0.00% +0.000 pp USD11.45 -34.7% 15 qtrs
29 RENAISSANCE TECHNOLOGIES LLC 523.0K +121.2K (+30.2%) 3.91M +778.0K (+24.8%) 0.28% +0.066 pp 0.01% +0.002 pp USD10.01 -25.3% 16 qtrs
30 JACOBS LEVY EQUITY MANAGEMENT, INC 503.3K +1.5K (+0.3%) 3.76M -149.5K (-3.8%) 0.27% +0.003 pp 0.01% -0.001 pp USD9.66 -22.6% 8 qtrs
31 LAZARD ASSET MANAGEMENT LLC 478.9K -2.2K (-0.5%) 3.58M -170.1K (-4.5%) 0.26% +0.001 pp 0.01% +0.001 pp USD8.84 -15.4% 18 qtrs
32 UBS GROUP AG 413.5K +164.3K (+66.0%) 3.09M +1.1M (+59.2%) 0.22% +0.089 pp 0.00% +0.000 pp USD9.55 -21.7% 18 qtrs
33 HERALD INVESTMENT MANAGEMENT LTD 413.0K +— (+0.0%) 3.09M -132.2K (-4.1%) 0.22% +0.001 pp 0.40% -0.026 pp USD7.80 -4.1% 2 qtrs
34 BANK OF NEW YORK MELLON CORP 410.6K -78.7K (-16.1%) 3.07M -745.4K (-19.5%) 0.22% -0.040 pp 0.00% 0.000 pp USD12.14 -38.4% 18 qtrs
35 TWO SIGMA ADVISERS, LP 405.2K +109.4K (+37.0%) 3.03M +723.7K (+31.4%) 0.22% +0.059 pp 0.01% +0.001 pp USD7.91 -5.4% 10 qtrs
36 INVESCO LTD. 371.2K +38.9K (+11.7%) 2.78M +184.5K (+7.1%) 0.20% +0.022 pp 0.00% +0.000 pp USD12.02 -37.8% 18 qtrs
37 GOLDMAN SACHS GROUP INC 370.1K +187.7K (+102.9%) 2.77M +1.3M (+94.6%) 0.20% +0.101 pp 0.00% +0.000 pp USD8.94 -16.3% 18 qtrs
38 CITADEL ADVISORS LLC 362.9K -48.9K (-11.9%) 2.71M -497.3K (-15.5%) 0.19% -0.025 pp 0.00% 0.000 pp USD7.94 -5.8% 18 qtrs
39 PUBLIC SECTOR PENSION INVESTMENT BOARD 257.9K -33.9K (-11.6%) 1.93M -347.3K (-15.3%) 0.14% -0.017 pp 0.01% -0.002 pp USD10.76 -30.5% 12 qtrs
40 CONESTOGA CAPITAL ADVISORS, LLC 252.8K +43.9K (+21.0%) 1.89M +261.8K (+16.1%) 0.13% +0.024 pp 0.03% +0.006 pp USD8.38 -10.7% 5 qtrs
41 BNP PARIBAS ARBITRAGE, SNC 249.7K +201.1K (+414.6%) 1.87M +1.5M (+393.4%) 0.13% +0.107 pp 0.00% +0.001 pp USD7.83 -4.5% 5 qtrs
42 CREATIVE PLANNING 242.8K -31.8K (-11.6%) 1.82M -325.9K (-15.2%) 0.13% -0.016 pp 0.00% 0.000 pp USD7.88 -5.1% 5 qtrs
43 MILLENNIUM MANAGEMENT LLC 241.4K -545.5K (-69.3%) 1.81M -4.3M (-70.6%) 0.13% -0.288 pp 0.00% -0.002 pp USD8.53 -12.3% 13 qtrs
44 NUVEEN, LLC 231.1K -4.5K (-1.9%) 1.73M -109.0K (-5.9%) 0.12% -0.002 pp 0.00% +0.000 pp USD7.20 +3.9% 4 qtrs
45 RHUMBLINE ADVISERS 229.6K -11.1K (-4.6%) 1.72M -160.4K (-8.5%) 0.12% -0.005 pp 0.00% 0.000 pp USD11.17 -33.0% 18 qtrs
46 MARSHALL WACE, LLP 200.7K +168.2K (+518.1%) 1.50M +1.2M (+492.7%) 0.11% +0.090 pp 0.00% +0.001 pp USD7.62 -1.8% 5 qtrs
47 LEGAL & GENERAL GROUP PLC 192.4K -3.2K (-1.6%) 1.44M -86.2K (-5.7%) 0.10% -0.001 pp 0.00% +0.000 pp USD10.29 -27.3% 18 qtrs
48 EXODUSPOINT CAPITAL MANAGEMENT, LP 179.4K +119.3K (+198.8%) 1.34M +873.3K (+186.5%) 0.10% +0.064 pp 0.01% +0.006 pp USD7.48 +0.0% 16 qtrs
49 UBS ASSET MANAGEMENT AMERICAS INC 173.0K +13.4K (+8.4%) 1.29M +49.4K (+4.0%) 0.09% +0.008 pp 0.00% +0.000 pp USD11.48 -34.8% 18 qtrs
50 JPMORGAN CHASE & CO 167.6K -192.2K (-53.4%) 1.25M -1.6M (-55.3%) 0.09% -0.101 pp 0.00% 0.000 pp USD10.97 -31.8% 18 qtrs
51 ENGINEERS GATE MANAGER LP 154.6K +96.5K (+166.1%) 1.16M +703.4K (+155.2%) 0.08% +0.052 pp 0.01% +0.009 pp USD8.35 -10.4% 6 qtrs
52 GABELLI FUNDS LLC 150.6K -5.6K (-3.6%) 1.13M -92.2K (-7.6%) 0.08% -0.003 pp 0.01% -0.001 pp USD11.84 -36.8% 18 qtrs
53 CITIGROUP INC 145.9K +21.4K (+17.2%) 1.09M +120.3K (+12.4%) 0.08% +0.012 pp 0.00% +0.000 pp USD11.02 -32.1% 18 qtrs
54 SWISS NATIONAL BANK 145.4K +— (+0.0%) 1.09M -46.5K (-4.1%) 0.08% +0.001 pp 0.00% +0.000 pp USD13.12 -43.0% 18 qtrs
55 MAN GROUP PLC 136.5K +136.5K (+100.0%) 1.02M +1.0M (+100.0%) 0.07% +0.073 pp 0.00% +0.002 pp USD7.48 +0.0% 1 qtrs NEW
56 JANE STREET GROUP, LLC 128.3K +78.7K (+158.8%) 959.9K +573.1K (+148.2%) 0.07% +0.042 pp 0.00% +0.000 pp USD7.60 -1.6% 17 qtrs
57 PRUDENTIAL FINANCIAL INC 121.4K +46.5K (+62.2%) 907.9K +324.2K (+55.5%) 0.06% +0.025 pp 0.00% +0.000 pp USD11.54 -35.2% 11 qtrs
58 AMERICAN CENTURY COMPANIES INC 118.6K +15.0K (+14.5%) 887.1K +78.9K (+9.8%) 0.06% +0.008 pp 0.00% +0.000 pp USD7.88 -5.1% 3 qtrs
59 BARCLAYS PLC 113.9K -29.2K (-20.4%) 852.0K -1.0M (-54.4%) 0.06% -0.015 pp 0.00% 0.000 pp USD11.38 -34.3% 16 qtrs
60 CREDIT AGRICOLE S A 100.0K +100.0K (+100.0%) 748.0K +748.0K (+100.0%) 0.05% +0.053 pp 0.00% +0.002 pp USD7.48 +0.0% 1 qtrs NEW
61 SUSQUEHANNA INTERNATIONAL GROUP, LLP 94.9K -41.3K (-30.3%) 710.2K -352.7K (-33.2%) 0.05% -0.022 pp 0.00% +0.000 pp USD7.88 -5.1% 18 qtrs
62 CARLYLE GROUP INC. 93.7K +— (+0.0%) 701.1K -30.0K (-4.1%) 0.05% +0.000 pp 0.01% -0.012 pp USD13.03 -42.6% 8 qtrs
63 DEUTSCHE BANK AG\ 89.5K +6.9K (+8.3%) 669.4K +24.9K (+3.9%) 0.05% +0.004 pp 0.00% +0.000 pp USD12.18 -38.6% 18 qtrs
64 CAMPBELL & CO INVESTMENT ADVISER LLC 89.0K +54.0K (+154.2%) 665.8K +392.7K (+143.8%) 0.05% +0.029 pp 0.03% +0.011 pp USD7.71 -3.0% 3 qtrs
65 WELLS FARGO & COMPANY/MN 84.4K +25.6K (+43.5%) 631.5K +172.7K (+37.6%) 0.05% +0.014 pp 0.00% +0.000 pp USD9.73 -23.1% 18 qtrs
66 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 82.0K -58.3K (-41.6%) 613.3K -480.9K (-44.0%) 0.04% -0.031 pp 0.02% -0.022 pp USD7.20 +3.9% 5 qtrs
67 VERITION FUND MANAGEMENT LLC 81.2K -25.5K (-23.9%) 607.4K -225.1K (-27.0%) 0.04% -0.013 pp 0.00% -0.001 pp USD8.27 -9.6% 8 qtrs
68 WALLEYE CAPITAL LLC 76.3K +2.3K (+3.1%) 570.5K -6.5K (-1.1%) 0.04% +0.002 pp 0.00% 0.000 pp USD8.29 -9.8% 5 qtrs
69 ALLIANCEBERNSTEIN L.P. 75.9K -28.6K (-27.3%) 567.8K -247.0K (-30.3%) 0.04% -0.015 pp 0.00% 0.000 pp USD9.92 -24.6% 18 qtrs
70 SG AMERICAS SECURITIES, LLC 75.1K -49.7K (-39.8%) 561.0K -412.0K (-42.3%) 0.04% -0.026 pp 0.00% -0.003 pp USD7.80 -4.1% 2 qtrs
71 MAGNETAR FINANCIAL LLC 71.0K -11.1K (-13.6%) 531.1K -109.6K (-17.1%) 0.04% -0.006 pp 0.01% +0.001 pp USD7.96 -6.0% 6 qtrs
72 ZACKS INVESTMENT MANAGEMENT 69.3K +69.3K (+100.0%) 518.6K +518.6K (+100.0%) 0.04% +0.037 pp 0.00% +0.004 pp USD7.48 +0.0% 1 qtrs NEW
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 68.3K -52.0 (-0.1%) 510.7K -22.3K (-4.2%) 0.04% +0.000 pp 0.00% +0.000 pp USD12.54 -40.4% 18 qtrs
74 PRICE T ROWE ASSOCIATES INC /MD/ 67.9K +9.3K (+15.9%) 508.0K +51.0K (+11.2%) 0.04% +0.005 pp 0.00% +0.000 pp USD10.14 -26.2% 17 qtrs
75 IEQ CAPITAL, LLC 61.6K -59.6K (-49.2%) 461.1K -484.8K (-51.3%) 0.03% -0.031 pp 0.00% -0.002 pp USD7.81 -4.2% 4 qtrs
76 GSA CAPITAL PARTNERS LLP 54.8K +54.8K (+100.0%) 410.0K +410.0K (+100.0%) 0.03% +0.029 pp 0.04% +0.035 pp USD7.48 +0.0% 1 qtrs NEW
77 STATE OF WYOMING 53.6K +8.9K (+20.0%) 401.0K +52.6K (+15.1%) 0.03% +0.005 pp 0.04% +0.004 pp USD7.75 -3.5% 16 qtrs
78 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 52.6K +— (+0.0%) 393.2K -16.8K (-4.1%) 0.03% +0.000 pp 0.00% 0.000 pp USD8.07 -7.3% 3 qtrs
79 MACKENZIE FINANCIAL CORP 51.4K +— (+0.0%) 386.4K -14.1K (-3.5%) 0.03% +0.000 pp 0.00% +0.000 pp USD12.68 -41.0% 9 qtrs
80 MARINER, LLC 51.2K -6.1K (-10.7%) 383.5K -63.8K (-14.3%) 0.03% -0.003 pp 0.00% 0.000 pp USD9.02 -17.1% 10 qtrs
81 THRIVENT FINANCIAL FOR LUTHERANS 51.2K -2.8K (-5.1%) 383.0K -38.0K (-9.0%) 0.03% -0.001 pp 0.00% 0.000 pp USD12.99 -42.4% 12 qtrs
82 DIAMETRIC CAPITAL, LP 46.7K +46.7K (+100.0%) 349.7K +349.7K (+100.0%) 0.02% +0.025 pp 0.09% +0.094 pp USD7.48 +0.0% 1 qtrs NEW
83 STATE OF ALASKA, DEPARTMENT OF REVENUE 46.0K -164.0 (-0.4%) 343.0K -16.0K (-4.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD10.42 -28.2% 18 qtrs
84 QUEST PARTNERS LLC 45.5K -65.4K (-59.0%) 340.5K -525.1K (-60.7%) 0.02% -0.035 pp 0.02% -0.038 pp USD8.22 -9.0% 9 qtrs
85 GWN SECURITIES INC. 45.5K +45.5K (+100.0%) 340.0K +340.0K (+100.0%) 0.02% +0.024 pp 0.07% +0.069 pp USD7.48 +0.0% 1 qtrs NEW
86 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 42.6K +35.0 (+0.1%) 318.4K -13.4K (-4.0%) 0.02% +0.000 pp 0.00% 0.000 pp USD13.64 -45.2% 7 qtrs
87 CERITY PARTNERS LLC 42.0K -13.9K (-24.8%) 314.1K -121.5K (-27.9%) 0.02% -0.007 pp 0.00% 0.000 pp USD7.62 -1.8% 4 qtrs
88 GOTHAM ASSET MANAGEMENT, LLC 41.7K -6.9K (-14.2%) 311.9K -67.1K (-17.7%) 0.02% -0.004 pp 0.00% -0.001 pp USD8.10 -7.7% 9 qtrs
89 STATE OF WISCONSIN INVESTMENT BOARD 40.5K -3.1K (-7.2%) 302.9K -37.5K (-11.0%) 0.02% -0.002 pp 0.00% 0.000 pp USD9.09 -17.7% 7 qtrs
90 SUMITOMO MITSUI TRUST HOLDINGS, INC. 38.4K +— (+0.0%) 287.1K -12.3K (-4.1%) 0.02% +0.000 pp 0.00% +0.000 pp USD8.97 -16.6% 18 qtrs
91 ILLINOIS MUNICIPAL RETIREMENT FUND 37.9K +1.1K (+3.1%) 283.3K -3.3K (-1.1%) 0.02% +0.001 pp 0.00% 0.000 pp USD11.29 -33.7% 10 qtrs
92 METLIFE INVESTMENT MANAGEMENT, LLC 36.6K -9.8K (-21.1%) 273.4K -88.0K (-24.3%) 0.02% -0.005 pp 0.00% 0.000 pp USD9.68 -22.7% 18 qtrs
93 MANUFACTURERS LIFE INSURANCE COMPANY, THE 35.3K -2.1K (-5.7%) 264.0K -28.0K (-9.6%) 0.02% -0.001 pp 0.00% +0.000 pp USD10.39 -28.0% 15 qtrs
94 LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 34.1K -300.0 (-0.9%) 255.1K -13.3K (-4.9%) 0.02% +0.000 pp 0.00% 0.000 pp USD14.18 -47.2% 11 qtrs
95 DARK FOREST CAPITAL MANAGEMENT LP 34.0K -165.7K (-83.0%) 254.1K -1.3M (-83.7%) 0.02% -0.088 pp 0.01% -0.035 pp USD8.04 -7.0% 3 qtrs
96 IMPACT PARTNERSHIP WEALTH, LLC 33.6K +15.3K (+83.7%) 251.1K +108.6K (+76.2%) 0.02% +0.008 pp 0.03% +0.011 pp USD7.65 -2.2% 2 qtrs
97 CWM, LLC 32.4K -17.8K (-35.5%) 242.0K -150.0K (-38.3%) 0.02% -0.009 pp 0.00% -0.001 pp USD7.95 -5.9% 7 qtrs
98 JANUS HENDERSON GROUP PLC 29.7K +— (+0.0%) 222.0K -9.5K (-4.1%) 0.02% +0.000 pp 0.00% +0.000 pp USD12.18 -38.6% 12 qtrs
99 STATE OF TENNESSEE, TREASURY DEPARTMENT 34.4K +17.5K (+103.2%) 208.7K +76.7K (+58.1%) 0.02% +0.009 pp 0.00% +0.000 pp USD9.09 -17.7% 11 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 121 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Kensho Future Security ETF FITE 1.79% 2.67M 0.45%
2 Defiance Space and Connective Tech ETF UFOX 0.80% 7.57M 0.30%
3 OneAscent Small Cap Core ETF OASC 0.23% 198.2K 0.64%
4 First Trust Small Cap Core AlphaDEX Fund FYX 0.15% 2.00M 0.58%
5 Invesco S&P SmallCap Information Technology ETF PSCT 0.14% 717.8K 0.29%
6 VictoryShares Small Cap Free Cash Flow ETF SFLO 0.12% 786.0K 0.56%
7 Vanguard U.S. Value Factor ETF VFVA 0.12% 1.00M 0.13%
8 Acuitas Small Cap Active ETF AIMS 0.10% 77.6K 0.75%
9 Vanguard Global Value Factor ETF VVL.TO 0.10% 584.5K 0.38%
10 State Street SPDR S&P Kensho New Economies Composite ETF KOMP 0.10% 2.67M 0.20%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.74
Neutral
Ratio by volume
3.00
Bullish
Buys
14
Sells
19
Shares acquired
1.35M
Shares disposed
309.8K
Cash buys
Cash sales
Net activity
+1,043,593
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
2026-02-25 Stagno Christopher Officer A-Award A Common Stock, par value $0.001 per share 30,000 0.00 73,581 D
2026-02-25 Pai Kathleen Officer A-Award A Common Stock, par value $0.001 per share 80,000 0.00 624,097 D
2026-02-25 Pagliuca John Director / Officer A-Award A Common Stock, par value $0.001 per share 300,000 0.00 1,991,810 D
2026-02-25 O'Brien Tim James Officer A-Award A Common Stock, par value $0.001 per share 142,500 0.00 784,999 D
2026-02-25 Colletti Frank Officer A-Award A Common Stock, par value $0.001 per share 70,000 0.00 560,923 D
2026-02-25 Anastos Peter C Officer A-Award A Common Stock, par value $0.001 per share 72,500 0.00 464,462 D
2026-02-25 Adler Michael I Officer A-Award A Common Stock, par value $0.001 per share 110,000 0.00 609,983 D
2026-02-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 6,805 5.35 36.4K 544,097 D
2026-02-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 33,457 5.35 179.0K 1,691,810 D
2026-02-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 14,179 5.35 75.9K 642,499 D
2026-02-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 26,069 5.35 139.5K 508,981 D
2026-02-15 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 7,992 5.35 42.8K 391,962 D
2026-02-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 10,089 5.35 54.0K 499,983 D
2026-02-04 Stagno Christopher Officer F-InKind D Common Stock, par value $0.001 per share 2,345 5.59 13.1K 43,581 D
2026-02-04 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 5,018 5.59 28.1K 560,248 D
2026-02-04 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 21,209 5.59 118.6K 1,798,484 D
2026-02-04 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 10,346 5.59 57.8K 678,233 D
2026-02-04 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 11,941 5.59 66.8K 535,050 D
2026-02-04 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 5,630 5.59 31.5K 411,091 D
2026-02-04 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 7,976 5.59 44.6K 523,540 D
2025-12-17 Pulvermueller Patrick Michael Director A-Award A Common Stock, par value $0.001 per share 47,493 0.00 47,493 D
2025-12-12 Pulvermueller Patrick Michael Director 0 0.00 0
2025-11-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 4,154 7.51 31.2K 514,486 D
2025-11-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 20,532 7.51 154.2K 1,616,569 D
2025-11-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 9,426 7.51 70.8K 597,174 D
2025-11-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 7,088 7.51 53.2K 481,992 D
2025-11-15 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 5,047 7.51 37.9K 367,972 D
2025-11-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 6,101 7.51 45.8K 462,454 D
2025-08-19 Adler Michael I Officer S-Sale D Common Stock, par value $0.001 per share 31,728 7.72 244.9K 468,555 D
2025-08-18 Johnson Ann Director S-Sale D Common Stock, par value $0.001 per share 34,568 7.70 266.2K 37,424 D
2025-08-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 4,153 7.64 31.7K 518,640 D
2025-08-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 20,533 7.64 156.9K 1,637,101 D
2025-08-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 9,426 7.64 72.0K 606,600 D
2025-08-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 7,088 7.64 54.2K 489,080 D
2025-08-15 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 5,047 7.64 38.6K 373,019 D
2025-08-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 6,102 7.64 46.6K 500,283 D
2025-05-22 Widmann Michael A. Director A-Award A Common Stock 23,195 0.00 0 D
2025-05-22 SLTA IV (GP), L.L.C. Director / 10% Owner A-Award A Common Stock 46,390 0.00 248,153 I
2025-05-22 McMartin James Cameron Director A-Award A Common Stock, par value $0.001 per share 23,195 0.00 95,490 D
2025-05-22 Lewis Darryl M. Director A-Award A Common Stock, par value $0.001 per share 23,195 0.00 95,490 D
2025-05-22 Johnson Ann Director A-Award A Common Stock, par value $0.001 per share 23,195 0.00 71,992 D
2025-05-22 BOCK WILLIAM G Director A-Award A Common Stock, par value $0.001 per share 23,195 0.00 115,833 D
2025-05-21 Stagno Christopher Officer A-Award A Common Stock, par value $0.001 per share 25,615 0.00 25,615 D
2025-05-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 3,458 8.08 27.9K 522,793 D
2025-05-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 20,531 8.08 165.9K 1,657,634 D
2025-05-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 9,426 8.08 76.2K 616,026 D
2025-05-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 7,088 8.08 57.3K 496,168 D
2025-05-15 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 14,334 8.08 115.8K 378,066 D
2025-05-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 17,180 8.08 138.8K 506,385 D
2025-04-21 Stagno Christopher Officer 0 0.00 0
2025-02-20 Pai Kathleen Officer A-Award A Common Stock, par value $0.001 per share 32,018 0.00 497,102 D
2025-02-20 Pagliuca John Director / Officer A-Award A Common Stock, par value $0.001 per share 144,086 0.00 1,445,239 D
2025-02-20 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 10,344 9.98 103.2K 567,819 D
2025-02-20 Colletti Frank Officer A-Award A Common Stock, par value $0.001 per share 40,984 0.00 470,687 D
2025-02-20 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 3,332 9.98 33.3K 361,663 D
2025-02-20 Adler Michael I Officer A-Award A Common Stock, par value $0.001 per share 43,545 0.00 484,679 D
2025-02-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 16,801 9.93 166.8K 429,718 D
2025-02-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 114,797 9.93 1.14M 1,301,153 D
2025-02-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 43,104 9.93 428.0K 456,347 D
2025-02-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 45,125 9.93 448.1K 382,548 D
2025-02-15 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 18,996 9.93 188.6K 300,201 D
2025-02-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 22,744 9.93 225.8K 399,218 D
2024-11-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 4,264 10.80 46.1K 446,519 D
2024-11-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 24,697 10.80 266.7K 1,415,950 D
2024-11-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 10,810 10.80 116.7K 499,451 D
2024-11-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 7,901 10.80 85.3K 427,673 D
2024-11-15 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 3,577 10.80 38.6K 319,197 D
2024-11-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 4,293 10.80 46.4K 421,962 D
2024-08-29 Anastos Peter C Officer S-Sale D Common Stock, par value $0.001 per share 16,000 13.04 208.6K 322,774
2024-08-16 O'Brien Tim James Officer S-Sale D Common Stock, par value $0.001 per share 44,151 12.77 563.8K 510,261
2024-08-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 4,264 12.80 54.6K 450,783
2024-08-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 24,699 12.80 316.1K 1,440,647
2024-08-15 O'Brien Tim James Officer S-Sale D Common Stock, par value $0.001 per share 14,640 12.82 187.7K 565,222
2024-08-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 7,901 12.80 101.1K 435,574
2024-08-15 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 3,577 12.80 45.8K 338,774
2024-08-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 4,293 12.80 55.0K 426,255
2024-08-14 O'Brien Tim James Officer S-Sale D Common Stock, par value $0.001 per share 7,508 12.80 96.1K 579,862
2024-08-13 O'Brien Tim James Officer S-Sale D Common Stock, par value $0.001 per share 66,862 12.94 865.2K 587,370
2024-08-13 Colletti Frank Officer S-Sale D Common Stock, par value $0.001 per share 10,000 12.86 128.6K 443,475
2024-08-13 Anastos Peter C Officer S-Sale D Common Stock, par value $0.001 per share 25,010 12.81 320.4K 342,351
2024-08-12 Pagliuca John Director / Officer S-Sale D Common Stock, par value $0.001 per share 150,956 12.77 1.93M 1,465,346
2024-08-12 O'Brien Tim James Officer S-Sale D Common Stock, par value $0.001 per share 11,195 12.84 143.7K 654,232
2024-08-12 Johnson Ann Director S-Sale D Common Stock, par value $0.001 per share 21,200 12.79 271.1K 48,797
2024-07-01 Colletti Frank Officer S-Sale D Common Stock, par value $0.001 per share 3,333 15.24 50.8K 453,475
2024-06-27 Pai Kathleen Officer S-Sale D Common Stock, par value $0.001 per share 13,390 15.02 201.1K 538,194
2024-06-25 Pai Kathleen Officer S-Sale D Common Stock, par value $0.001 per share 300 15.00 4.5K 551,584
2024-06-24 Pai Kathleen Officer S-Sale D Common Stock, par value $0.001 per share 4,709 15.04 70.8K 551,884
2024-05-29 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 20,000 13.77 275.4K 456,808
2024-05-22 Widmann Michael A. Director A-Award A Common Stock 14,229 0.00 0
2024-05-22 SLTA IV (GP), L.L.C. Director / 10% Owner A-Award A Common Stock 28,458 0.00 201,763
2024-05-22 McMartin James Cameron Director A-Award A Common Stock, par value $0.001 per share 14,229 0.00 72,295
2024-05-22 Lewis Darryl M. Director A-Award A Common Stock, par value $0.001 per share 14,229 0.00 72,295
2024-05-22 Johnson Ann Director A-Award A Common Stock, par value $0.001 per share 14,229 0.00 69,997
2024-05-22 BOCK WILLIAM G Director A-Award A Common Stock, par value $0.001 per share 14,229 0.00 92,638
2024-05-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 4,263 12.82 54.7K 556,593
2024-05-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 24,699 12.82 316.6K 1,616,302
2024-05-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 10,810 12.82 138.6K 665,427
2024-05-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 7,901 12.82 101.3K 476,808
2024-05-15 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 14,656 12.82 187.9K 367,361
2024-05-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 15,371 12.82 197.1K 430,548
2024-02-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 25,726 13.50 347.3K 560,856
2024-02-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 133,281 13.50 1.80M 1,641,001
2024-02-15 O'Brien Tim James Officer A-Award A Common Stock, par value $0.001 per share 91,692 0.00 729,044
2024-02-15 Colletti Frank Officer A-Award A Common Stock, par value $0.001 per share 67,365 0.00 527,181
2024-02-15 Anastos Peter C Officer A-Award A Common Stock, par value $0.001 per share 48,653 0.00 405,168
2024-02-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 27,342 13.50 369.1K 445,919
2024-02-07 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 6,854 13.47 92.3K 536,058
2024-02-07 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 38,704 13.47 521.3K 1,568,444
2024-02-07 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 14,385 13.47 193.8K 637,352
2024-02-07 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 11,680 13.47 157.3K 459,816
2024-02-07 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 10,253 13.47 138.1K 356,515
2024-02-07 Adler Michael I Officer A-Award A Common Stock, par value $0.001 per share 95,759 0.00 423,725
2023-11-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 2,765 11.87 32.8K 463,113
2023-11-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 19,195 11.87 227.8K 1,287,949
2023-11-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 7,340 11.87 87.1K 501,714
2023-11-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 4,221 11.87 50.1K 372,544
2023-11-15 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 1,593 11.87 18.9K 286,969
2023-11-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 1,912 11.87 22.7K 327,966
2023-08-22 Anastos Peter C Officer S-Sale D Common Stock, par value $0.001 per share 11,000 13.13 144.4K 288,562
2023-08-18 Pagliuca John Director / Officer S-Sale D Common Stock, par value $0.001 per share 38,894 13.23 514.6K 1,307,144
2023-08-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 2,766 13.41 37.1K 465,878
2023-08-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 19,194 13.41 257.4K 1,346,038
2023-08-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 7,341 13.41 98.4K 509,054
2023-08-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 4,223 13.41 56.6K 376,765
2023-08-15 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 1,593 13.41 21.4K 299,562
2023-08-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 1,912 13.41 25.6K 329,878
2023-05-24 Widmann Michael A. Director A-Award A Common Stock 11,818 0.00 0
2023-05-24 SLTA IV (GP), L.L.C. Director / 10% Owner A-Award A Common Stock 23,636 0.00 173,305
2023-05-24 McMartin James Cameron Director A-Award A Common Stock, par value $0.001 per share 11,818 0.00 58,066
2023-05-24 Lewis Darryl M. Director A-Award A Common Stock, par value $0.001 per share 11,818 0.00 58,066
2023-05-24 Johnson Ann Director A-Award A Common Stock, par value $0.001 per share 11,818 0.00 55,768
2023-05-24 BOCK WILLIAM G Director A-Award A Common Stock, par value $0.001 per share 11,818 0.00 78,409
2023-05-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 2,765 14.01 38.7K 468,644
2023-05-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 19,194 14.01 268.9K 1,365,232
2023-05-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 7,340 14.01 102.8K 516,395 D
2023-05-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 4,222 14.01 59.2K 380,988
2023-05-15 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 10,615 14.01 148.7K 301,155
2023-05-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 11,666 14.01 163.4K 331,790
2023-03-29 O'Brien Tim James Officer S-Sale D Common Stock, par value $0.001 per share 18,786 13.75 258.3K 531,235
2023-02-27 O'Brien Tim James Officer S-Sale D Common Stock, par value $0.001 per share 8,820 11.78 103.9K 550,021
2023-02-27 Colletti Frank Officer M-Exempt A Common Stock, par value $0.001 per share 5,262 0.43 2.3K 390,472
2023-02-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 26,960 10.38 279.8K 471,409
2023-02-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 103,593 10.38 1.08M 1,384,426
2023-02-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 27,768 10.38 288.2K 558,841
2023-02-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 21,470 10.38 222.9K 385,210
2023-02-15 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 11,715 10.38 121.6K 311,770
2023-02-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 12,558 10.38 130.4K 343,456
2023-02-14 Pai Kathleen Officer A-Award A Common Stock, par value $0.001 per share 5,953 10.22 60.8K 394,058
2023-02-14 Pagliuca John Director / Officer A-Award A Common Stock, par value $0.001 per share 37,204 10.22 380.2K 1,362,142
2023-02-14 O'Brien Tim James Officer A-Award A Common Stock, par value $0.001 per share 14,882 10.22 152.1K 394,476
2023-02-14 Colletti Frank Officer A-Award A Common Stock, par value $0.001 per share 9,921 10.22 101.4K 281,755
2023-02-14 Anastos Peter C Officer A-Award A Common Stock, par value $0.001 per share 9,921 10.22 101.4K 221,020
2023-02-14 Adler Michael I Officer A-Award A Common Stock, par value $0.001 per share 58,627 10.22 599.2K 291,169
2022-11-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 1,352 11.58 15.7K 388,105
2022-11-15 Pagliuca John Officer F-InKind D Common Stock, par value $0.001 per share 12,820 11.58 148.5K 1,038,577
2022-11-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 4,408 11.58 51.0K 379,594
2022-11-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 2,714 11.58 31.4K 271,834
2022-10-23 Pagliuca John Officer F-InKind D Common Stock, par value $0.001 per share 8,172 10.38 84.8K 1,051,397
2022-10-23 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 3,891 10.38 40.4K 384,002
2022-10-23 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 3,685 10.38 38.3K 274,548
2022-08-17 Colletti Frank Officer S-Sale D Common Stock, par value $0.001 per share 20,242 10.34 209.3K 278,233
2022-08-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 1,352 10.31 13.9K 389,457
2022-08-15 Pagliuca John Officer F-InKind D Common Stock, par value $0.001 per share 12,865 10.31 132.6K 1,059,569
2022-08-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 4,408 10.31 45.4K 387,893
2022-08-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 2,713 10.31 28.0K 298,475
2022-05-25 Widmann Michael A. Director A-Award A Common Stock 18,255 0.00 0
2022-05-25 SLTA IV (GP), L.L.C. Director / 10% Owner A-Award A Common Stock 36,510 0.00 149,669
2022-05-25 Nimsger Kristin Director A-Award A Common Stock, par value $0.001 per share 18,255 0.00 46,248
2022-05-25 McMartin James Cameron Director A-Award A Common Stock, par value $0.001 per share 18,255 0.00 46,248
2022-05-25 Lewis Darryl M. Director A-Award A Common Stock, par value $0.001 per share 18,255 0.00 46,248
2022-05-25 Johnson Ann Director A-Award A Common Stock 18,255 0.00 43,950
2022-05-25 HOFFMANN MICHAEL K. Director A-Award A Common Stock 18,255 0.00 65,306
2022-05-25 Bingle Michael J Director A-Award A Common Stock 36,510 0.00 149,669
2022-05-25 BOCK WILLIAM G Director A-Award A Common Stock, par value $0.001 per share 18,255 0.00 66,591
2022-05-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 1,352 9.02 12.2K 390,809
2022-05-15 Pagliuca John Officer F-InKind D Common Stock, par value $0.001 per share 12,820 9.02 115.6K 1,072,434
2022-05-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 4,409 9.02 39.8K 392,301
2022-05-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 2,712 9.02 24.5K 301,188
2022-05-15 Anastos Peter C Officer F-InKind D Common Stock, par value $0.001 per share 6,725 9.02 60.7K 211,099
2022-05-15 Adler Michael I Officer F-InKind D Common Stock, par value $0.001 per share 6,725 9.02 60.7K 222,621
2022-02-16 Pai Kathleen Officer A-Award A Common Stock, par value $0.001 per share 45,975 0.00 339,694
2022-02-16 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 42,479 11.64 494.5K 1,085,254
2022-02-16 O'Brien Tim James Officer A-Award A Common Stock, par value $0.001 per share 114,939 0.00 302,158
2022-02-16 Colletti Frank Officer A-Award A Common Stock, par value $0.001 per share 76,626 0.00 243,842
2022-02-16 Anastos Peter C Officer A-Award A Common Stock, par value $0.001 per share 76,626 0.00 168,285
2022-02-16 Adler Michael I Officer A-Award A Common Stock, par value $0.001 per share 68,997 0.00 237,282
2022-02-15 Pai Kathleen Officer F-InKind D Common Stock, par value $0.001 per share 19,548 0.00 293,719
2022-02-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 57,551 0.00 610,392
2022-02-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 13,063 0.00 187,219
2022-02-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 13,982 0.00 167,216
2022-02-01 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 3,880 0.00 667,943
2022-02-01 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 2,446 0.00 181,198
2021-11-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 3,293 0.00 671,823
2021-11-15 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 396 0.00 200,282
2021-11-15 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 709 0.00 183,644
2021-11-03 Johnson Ann Director A-Award A Common Stock 25,695 0.00 25,695
2021-10-23 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 8,171 0.00 675,116
2021-10-23 O'Brien Tim James Officer F-InKind D Common Stock, par value $0.001 per share 2,574 0.00 200,678
2021-10-23 Colletti Frank Officer F-InKind D Common Stock, par value $0.001 per share 3,685 0.00 184,353
2021-08-15 Pagliuca John Director / Officer F-InKind D Common Stock, par value $0.001 per share 3,293 13.51 44.5K 683,287

Executive team

Top executives
EBIT / Employee
21.3K
Shares Outstanding
188.38M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 John Pagliuca Chief Executive Officer 500.0K 6.81M 420.5K 14.0K 7.75M 87.94%
2 2025 Tim O’Brien Chief Financial Officer 415.0K 2.80M 244.3K 14.0K 3.47M 80.62%
3 2025 Michael Adler Chief Technology and Product Officer 440.0K 2.07M 259.0K 14.0K 2.78M 74.37%
4 2025 Frank Colletti Chief Revenue Officer 311.7K 1.97M 183.5K 3.1K 2.47M 79.80%
5 2025 Kathleen Pai Chief People Officer 425.0K 1.44M 250.2K 14.0K 2.13M 67.60%
6 2024 John Pagliuca Chief Executive Officer 485.0K 5.56M 339.5K 13.8K 6.40M 86.89%
7 2024 Tim O’Brien Chief Financial Officer 400.0K 2.48M 196.0K 13.8K 3.09M 80.24%
8 2024 Frank Colletti Chief Revenue Officer 305.2K 1.82M 149.5K 4.4K 2.28M 79.85%
9 2024 Michael Adler Chief Technology and Product Officer 425.0K 1.62M 208.3K 13.8K 2.26M 71.42%
10 2024 Kathleen Pai Chief People Officer 410.0K 1.36M 200.9K 13.8K 1.99M 68.59%
11 2023 John Pagliuca Chief Executive Officer 485.0K 5.06M 635.4K 13.2K 6.19M 81.69%
12 2023 Tim O’Brien Chief Financial Officer 400.0K 2.38M 366.8K 13.2K 3.16M 75.30%
13 2023 Michael Adler Chief Technology and Product Officer 425.0K 1.52M 389.7K 13.2K 2.35M 64.70%
14 2023 Frank Colletti Chief Revenue Officer 309.7K 1.57M 284.0K 5.0K 2.17M 72.37%
15 2023 Kathleen Pai Chief People Officer 410.0K 1.26M 376.0K 13.2K 2.06M 61.28%
16 2022 John Pagliuca Chief Executive Officer 483.3K 5.35M 412.3K 12.2K 6.26M 85.50%
17 2022 Tim O’Brien Chief Financial Officer 350.8K 2.46M 241.4K 12.2K 3.07M 80.29%
18 2022 Michael Adler Chief Technology and Product Officer 398.3K 1.61M 272.0K 12.2K 2.29M 70.18%
19 2021 John Pagliuca Chief Executive Officer 465.8K 8.59M 416.6K 11.4K 9.49M 90.58%
20 2021 Tim O’Brien Chief Financial Officer 316.7K 80.0K 3.44M 231.5K 11.4K 4.08M 84.31%
21 2021 Michael Adler Chief Technology and Product Officer 303.3K 2.29M 273.6K 2.87M 79.89%
22 2020 John Pagliuca Chief Executive Officer 420.0K 5.92M 336.0K 11.4K 6.69M 88.52%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-14 DEFA14A
2026-04-14 DEF 14A
2025-04-11 DEFA14A
2025-04-11 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-14 DEFA14A
2026-04-14 DEF 14A
2026-04-14 ARS
2026-03-27 SC 13G/A
2026-02-27 4
2026-02-27 4
2026-02-27 4
2026-02-27 4

Executive team

NameTitleCompensationGender
John Pagliuca Chief Executive Officer, President & Director 934.5K male
Michael Adler Executive Vice President and Chief Technology & Product Officer 713.0K male
Kathleen Pai Executive Vice President & Chief People Officer 689.2K female
Timothy James O'Brien Executive Vice President & Chief Financial Officer 673.3K male
Frank Colletti Executive Vice President & Chief Revenue Officer 498.3K male
Vikram Ramesh Senior Vice President & Chief Marketing Officer male
Dave MacKinnon Chief Security Officer male
Griffin Gyr Investor Relations Manager
Peter C. Anastos Executive Vice President, General Counsel & Secretary male
Christopher Stagno Group Vice President & Chief Accounting Officer male
ESG Rating
B+
INFORMATION TECHNOLOGY SERVICES
2026
E (Environmental)
64.4 / 65.1
Company / Sector avg.
S (Social)
70.3 / 65.3
Company / Sector avg.
G (Governance)
64.0 / 67.4
Company / Sector avg.
ESG Total
66.2 / 65.9
Company / Sector avg.
ESG Score History INFORMATION TECHNOLOGY SERVICES
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