nCino, Inc. (NCNO)
Wilmington, NC, US
nCino, Inc. operates as a software-as-a-service (SaaS) provider, delivering cloud-based applications to financial organizations both within the United States and internationally. Its core product, the nCino Bank Operating System, is a multi-tenant cloud platform. This system is engineered to digitalize, automate, and streamline complex operational processes and workflows. By harnessing data analytics, artificial intelligence, and machine learning (AI/ML), it empowers banks and credit unions to efficiently manage new client onboarding, originate and oversee the complete loan lifecycle, facilitate the opening of various accounts (including deposits), and ensure regulatory adherence. Another key offering is nCino IQ, an application suite that utilizes data analytics and AI/ML to provide customers with both automation and valuable operational insights. This includes tools for assessing, quantifying, and managing credit risk, alongside enhancing their capabilities to meet regulatory obligations. The company also provides SimpleNexus, a suite of products designed to allow various participants—such as loan officers, prospective borrowers, real estate agents, and settlement agents—to engage with the homeownership process from any internet-connected device. nCino caters to a broad range of financial institution clients, including global corporations, large enterprise banks, regional and community banks, credit unions, emerging market entrants, and independent mortgage banks. Its solutions are distributed via a specialized sales team, which includes business development representatives, account executives, field sales engineers, and customer success managers. Founded in 2011, nCino, Inc. is headquartered in Wilmington, North Carolina.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -5.23% | +0.00% | -13.86% | -8.42% | -38.19% | -40.60% | -43.55% | -44.46% | -74.67% | -83.37% | -83.37% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 6 | 0 |
| Buy | 5 | 0 |
| Hold | 5 | -2 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
21.00
+16.2%
|
| Last Quarter | 1 |
21.00
+16.2%
|
| Last Year | 10 |
32.90
+82.1%
|
| All Time | 33 |
38.70
+114.2%
|
-
Revenue growth Software - Application: +13.0%+10.0% Q2'26: +10.6% (vs Q2'25)
-
EPS growth Software - Application: +28.6%+115.2% ★ Q2'26: +140.0% (vs Q2'25)
-
FCF margin FCF growth · Software - Application: +45.3%-8.4% Q2'26: +50.7% (vs Q2'25)
-
EBIT margin Software - Application: +9.4%+0.6% Q2'26: +0.0% (vs Q2'25)
-
ROIC Software - Application: +7.5%+0.2% Q2'26: +0.0% (vs Q2'25)
-
Share dilution Software - Application: +0.0%-0.7% ★ Q2'26: -6.1% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×74.78× Q2'26: 0.27× (vs Q2'25)
* 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.
| Metric |
Jan 2021 actual |
Jan 2022 actual |
Jan 2023 actual |
Jan 2024 actual |
Jan 2025 actual |
Jan 2026 13 Rev. Ana. 10 EPS Ana. |
Jan 2027 12 Rev. Ana. 9 EPS Ana. |
Jan 2028 12 Rev. Ana. 9 EPS Ana. |
Jan 2029 5 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
204.29M
est: 200.99M (+1.6%)
|
273.87M
est: 268.22M (+2.1%)
|
408.32M
est: 403.73M (+1.1%)
|
476.54M
est: 506.13M (-5.8%)
|
540.66M
est: 540.16M (+0.1%)
|
593.03M
592.79M – 593.48M
+9.8% YoY
|
641.99M
637.75M – 644.03M
+8.3% YoY
|
699.46M
693.87M – 706.47M
+9.0% YoY
|
764.27M
764.27M – 764.27M
+9.3% YoY
|
| EBITDA |
-33.12M
est: -22.63M (-46.4%)
|
-62.43M
est: -56.79M (-9.9%)
|
-56.47M
est: -89.85M (+37.1%)
|
7.46M
est: 128.02M (-94.2%)
|
9.55M
est: 136.63M (-93.0%)
|
150.00M
149.94M – 150.12M
+9.8% YoY
|
162.39M
161.32M – 162.91M
+8.3% YoY
|
176.92M
175.51M – 178.70M
+9.0% YoY
|
193.32M
193.32M – 193.32M
+9.3% YoY
|
| EBIT |
-40.55M
est: -37.73M (-7.5%)
|
-72.44M
est: -70.94M (-2.1%)
|
-94.97M
est: -106.91M (+11.2%)
|
-37.80M
est: 141.39M (-126.7%)
|
-26.80M
est: 150.90M (-117.8%)
|
165.67M
165.61M – 165.80M
+9.8% YoY
|
179.35M
178.17M – 179.92M
+8.3% YoY
|
195.40M
193.84M – 197.36M
+9.0% YoY
|
213.51M
213.51M – 213.51M
+9.3% YoY
|
| Net Income |
-40.54M
est: -19.14M (-111.8%)
|
-49.45M
est: -69.86M (+29.2%)
|
-102.72M
est: -71.91M (-42.8%)
|
-42.35M
est: -29.24M (-44.8%)
|
-37.88M
est: 83.81M (-145.2%)
|
102.93M
101.24M – 104.63M
+22.8% YoY
|
139.51M
118.56M – 160.47M
+35.5% YoY
|
167.96M
146.97M – 188.96M
+20.4% YoY
|
194.09M
192.11M – 196.07M
+15.6% YoY
|
| SGA |
100.50M
est: 98.47M (+2.1%)
|
154.45M
est: 171.82M (-10.1%)
|
211.15M
est: 231.40M (-8.8%)
|
207.27M
est: 232.39M (-10.8%)
|
213.50M
est: 248.01M (-13.9%)
|
272.29M
272.18M – 272.50M
+9.8% YoY
|
294.77M
292.83M – 295.71M
+8.3% YoY
|
321.16M
318.59M – 324.38M
+9.0% YoY
|
350.92M
350.92M – 350.92M
+9.3% YoY
|
| EPS |
-0.46
est: -0.17 (-176.8%)
|
-0.51
est: -0.21 (-144.9%)
|
-0.93
est: -0.16 (-480.1%)
|
-0.38
est: -0.26 (-48.0%)
|
-0.33
est: 0.72 (-145.6%)
|
0.91
0.89 – 0.92
+25.2% YoY
|
1.21
1.04 – 1.40
+34.2% YoY
|
1.44
1.29 – 1.65
+18.4% YoY
|
1.70
1.68 – 1.71
+17.9% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-18 | Citizens | Market Outperform | Market Outperform | Maintain |
| 2026-05-15 | Goldman Sachs | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-22 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-21 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-20 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-19 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-18 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-15 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-14 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-17 | B- | 3/5 | 4/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Insight Holdings Group, LLC | 39.12M | 35.70% | — | 39.12M | — | 10.00 | OO | Delaware | 2022-01-18 | ↗ |
| 2 | Insight Venture Associates IX, L.P. | 16.73M | 15.20% | — | 16.73M | — | 10.00 | PN | Cayman Islands | 2022-01-18 | ↗ |
| 3 | Insight Venture Associates Growth-Buyout Coinvestment Ltd. | 14.47M | 13.20% | — | 14.47M | — | 10.00 | CO | Cayman Islands | 2022-01-18 | ↗ |
| 4 | Insight Venture Partners IX, L.P. | 10.31M | 9.40% | — | 10.31M | — | 10.00 | PN | Cayman Islands | 2022-01-18 | ↗ |
| 5 | 52-0556948 | 9.67M | 9.90% | 2.19M | — | 9.67M | — | IA | Maryland | 2022-02-14 | ↗ |
| 6 | Insight Venture Associates X, Ltd. | 7.92M | 7.20% | — | 7.92M | — | 10.00 | CO | Cayman Islands | 2022-01-18 | ↗ |
| 7 | Avery J. Schwartz | 7.87M | 6.80% | — | 7.87M | — | 10.00 | IN | United States of America | 2024-10-21 | ↗ |
| 8 | HMI Capital Fund GP, LLC | 7.87M | 6.80% | — | 7.87M | — | 10.00 | HC | Delaware | 2024-10-21 | ↗ |
| 9 | HMI Capital Management, L.P. | 7.87M | 6.80% | — | 7.87M | — | 10.00 | IA | Delaware | 2024-10-21 | ↗ |
| 10 | HMI Capital Partners, L.P. | 7.87M | 6.80% | — | 7.87M | — | 10.00 | PN | Delaware | 2024-10-21 | ↗ |
| 11 | Justin C. Nyweide | 7.87M | 6.80% | — | 7.87M | — | 10.00 | IN | United States of America | 2024-10-21 | ↗ |
| 12 | Marco W. Hellman | 7.87M | 6.80% | — | 7.87M | — | 10.00 | IN | United States of America | 2024-10-21 | ↗ |
| 13 | Members GP, LLC | 7.87M | 6.80% | — | 7.87M | — | 10.00 | HC | Delaware | 2024-10-21 | ↗ |
| 14 | Radhakrishnan Raman Mahendran | 7.87M | 6.80% | — | 7.87M | — | 10.00 | IN | United States of America | 2024-10-21 | ↗ |
| 15 | Dragoneer Investment Group, LLC | 7.37M | 6.60% | — | 7.37M | — | 7.37M | IA, OO | — | 2023-02-14 | ↗ |
| 16 | Marc Stad | 7.37M | 6.60% | — | 7.37M | — | 7.37M | HC, IN | — | 2023-02-14 | ↗ |
| 17 | 95-4575414 | 7.27M | 6.43% | 2.27M | 4.81M | 2.46M | 4.81M | IA | A California Limited Liability Company | 2024-02-13 | ↗ |
| 18 | The Vanguard Group - 23-1945930 | 5.13M | 5.30% | — | — | — | 66.5K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 19 | Insight Venture Partners (Cayman) IX, L.P. | 5.12M | 4.70% | — | 5.12M | — | 10.00 | PN | Cayman Islands | 2022-01-18 | ↗ |
| 20 | Insight Venture Partners Growth-Buyout Coinvestment Fund, L.P. | 4.19M | 3.80% | — | 4.19M | — | 10.00 | PN | Cayman Islands | 2022-01-18 | ↗ |
| 21 | Insight Venture Partners X, L.P. | 3.95M | 3.60% | — | 3.95M | — | 10.00 | PN | Cayman Islands | 2022-01-18 | ↗ |
| 22 | Insight Venture Partners Growth-Buyout Coinvestment Fund (B), L.P. | 3.81M | 3.50% | — | 3.81M | — | 10.00 | PN | Cayman Islands | 2022-01-18 | ↗ |
| 23 | Insight Venture Partners Growth-Buyout Coinvestment Fund (Cayman), L.P. | 3.37M | 3.10% | — | 3.37M | — | 10.00 | PN | Cayman Islands | 2022-01-18 | ↗ |
| 24 | Insight Venture Partners (Cayman) X, L.P. | 3.24M | 3.00% | — | 3.24M | — | 10.00 | PN | Cayman Islands | 2022-01-18 | ↗ |
| 25 | Insight Venture Partners Growth-Buyout Coinvestment Fund (Delaware), L.P. | 3.10M | 2.80% | — | 3.10M | — | 10.00 | PN | Delaware | 2022-01-18 | ↗ |
| 26 | Insight SN Holdings, LLC | 2.22M | 2.00% | — | 2.22M | — | 10.00 | OO | Delaware | 2022-01-18 | ↗ |
| 27 | salesforce.com, inc. | 2.09M | 1.90% | 2.09M | — | 2.09M | — | HC, CO | Delaware | 2022-02-11 | ↗ |
| 28 | Insight SN Holdings 2, LLC | 1.83M | 1.70% | — | 1.83M | — | 10.00 | OO | Delaware | 2022-01-18 | ↗ |
| 29 | Insight Venture Partners (Delaware) IX, L.P. | 1.09M | 1.00% | — | 1.09M | — | 10.00 | PN | Delaware | 2022-01-18 | ↗ |
| 30 | Insight Venture Partners (Delaware) X, L.P. | 626.8K | 0.60% | — | 626.8K | — | 10.00 | PN | Delaware | 2022-01-18 | ↗ |
| 31 | Insight Venture Partners IX (Co-Investors), L.P. | 205.8K | 0.20% | — | 205.8K | — | 10.00 | PN | Cayman Islands | 2022-01-18 | ↗ |
| 32 | Insight Venture Partners X (Co-Investors), L.P. | 94.0K | 0.10% | — | 94.0K | — | 10.00 | PN | Cayman Islands | 2022-01-18 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | CYPRESS POINT INVESTMENT MANAGEMENT LP | 322.1K +322.1K (+100.0%) | 8.27B +8.3B (+100.0%) | 0.28% +0.282 pp | 1.78% +1.777 pp | USD25.64 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 11.86M -67.2K (-0.6%) | 304.03M -19.3M (-6.0%) | 10.36% +0.018 pp | 0.00% 0.000 pp | USD35.70 -28.2% | 16 qtrs — |
| 3 | HMI CAPITAL MANAGEMENT, L.P. | 6.78M +— (+0.0%) | 173.74M -10.0M (-5.4%) | 5.92% +0.044 pp | 14.26% +3.655 pp | USD38.06 -32.6% | 16 qtrs — |
| 4 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5.90M -1.1M (-15.9%) | 151.30M -38.8M (-20.4%) | 5.16% -0.927 pp | 0.41% -0.057 pp | USD34.03 -24.7% | 16 qtrs — |
| 5 | CAPITAL INTERNATIONAL INVESTORS | 5.85M -2.1K (0.0%) | 150.11M -8.7M (-5.5%) | 5.12% +0.036 pp | 0.02% -0.002 pp | USD32.33 -20.7% | 8 qtrs — |
| 6 | BLACKROCK, INC. | 5.32M +33.4K (+0.6%) | 136.33M -6.9M (-4.8%) | 4.65% +0.063 pp | 0.00% 0.000 pp | USD31.19 -17.8% | 6 qtrs — |
| 7 | SENVEST MANAGEMENT, LLC | 4.08M +1.7M (+68.6%) | 104.57M +39.0M (+59.4%) | 3.56% +1.466 pp | 3.24% +1.135 pp | USD26.53 -3.4% | 3 qtrs — |
| 8 | LONG PATH PARTNERS LP | 3.67M +300.2K (+8.9%) | 94.00M +2.7M (+3.0%) | 3.20% +0.284 pp | 32.15% -0.844 pp | USD29.86 -14.1% | 13 qtrs — |
| 9 | TREMBLANT CAPITAL GROUP | 3.53M +2.9M (+434.4%) | 90.60M +72.7M (+405.4%) | 3.09% +2.515 pp | 2.31% +0.461 pp | USD26.43 -3.0% | 6 qtrs — |
| 10 | SPYGLASS CAPITAL MANAGEMENT LLC | 2.91M +760.8K (+35.4%) | 74.61M +16.3M (+28.1%) | 2.54% +0.679 pp | 3.73% +0.626 pp | USD27.19 -5.7% | 3 qtrs — |
| 11 | CONESTOGA CAPITAL ADVISORS, LLC | 2.86M +585.8K (+25.7%) | 73.36M +11.7M (+18.9%) | 2.50% +0.527 pp | 1.23% +0.245 pp | USD30.98 -17.2% | 5 qtrs — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.35M -110.4K (-4.5%) | 60.14M -6.4M (-9.7%) | 2.05% -0.081 pp | 0.01% -0.002 pp | USD30.43 -15.7% | 11 qtrs — |
| 13 | MILLENNIUM MANAGEMENT LLC | 2.34M +1.7M (+262.8%) | 60.04M +42.5M (+243.1%) | 2.05% +1.487 pp | 0.03% +0.018 pp | USD26.36 -2.7% | 16 qtrs — |
| 14 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.31M -2.4M (-50.5%) | 59.16M -67.3M (-53.2%) | 2.02% -2.030 pp | 0.04% -0.040 pp | USD30.87 -16.9% | 14 qtrs — |
| 15 | PRICE T ROWE ASSOCIATES INC /MD/ | 2.24M +627.4K (+39.0%) | 57.35M +13.7M (+31.4%) | 1.96% +0.559 pp | 0.01% +0.002 pp | USD26.90 -4.7% | 16 qtrs — |
| 16 | FMR LLC | 2.13M -481.4K (-18.4%) | 54.70M -16.2M (-22.8%) | 1.86% -0.404 pp | 0.00% -0.001 pp | USD31.72 -19.2% | 16 qtrs — |
| 17 | CLEARBRIDGE INVESTMENTS, LLC | 2.13M -24.7K (-1.1%) | 54.55M -3.8M (-6.5%) | 1.86% -0.008 pp | 0.04% 0.000 pp | USD31.52 -18.7% | 10 qtrs — |
| 18 | BAMCO INC /NY/ | 2.10M +49.0K (+2.4%) | 53.91M -1.8M (-3.2%) | 1.84% +0.056 pp | 0.15% -0.002 pp | USD32.19 -20.3% | 14 qtrs — |
| 19 | AMERICAN CAPITAL MANAGEMENT INC | 2.03M -12.5K (-0.6%) | 51.99M -3.3M (-6.0%) | 1.77% +0.002 pp | 2.29% +0.090 pp | USD30.31 -15.4% | 7 qtrs — |
| 20 | WASATCH ADVISORS LP | 1.97M -3.0M (-60.2%) | 50.60M -83.9M (-62.4%) | 1.73% -2.580 pp | 0.30% -0.423 pp | USD35.69 -28.2% | 17 qtrs — |
| 21 | STATE STREET CORP | 1.97M +43.5K (+2.3%) | 50.49M -1.7M (-3.3%) | 1.72% +0.050 pp | 0.00% 0.000 pp | USD34.44 -25.6% | 16 qtrs — |
| 22 | GEODE CAPITAL MANAGEMENT, LLC | 1.91M +6.1K (+0.3%) | 49.06M -2.6M (-5.1%) | 1.67% +0.018 pp | 0.00% 0.000 pp | USD34.33 -25.3% | 16 qtrs — |
| 23 | BROWN BROTHERS HARRIMAN & CO | 1.79M +— (+0.0%) | 45.98M -2.6M (-5.4%) | 1.57% +0.012 pp | 0.25% -0.045 pp | USD31.37 -18.3% | 7 qtrs — |
| 24 | LEAD EDGE CAPITAL MANAGEMENT, LLC | 1.69M +83.4K (+5.2%) | 43.27M -221.0K (-0.5%) | 1.48% +0.083 pp | 11.10% -0.394 pp | USD29.60 -13.4% | 6 qtrs — |
| 25 | OWLS NEST PARTNERS IA, LLC | 1.59M +252.6K (+18.9%) | 40.66M +4.5M (+12.5%) | 1.39% +0.229 pp | 11.26% +1.213 pp | USD27.52 -6.8% | 3 qtrs — |
| 26 | FRED ALGER MANAGEMENT, LLC | 1.49M +490.6K (+49.3%) | 38.11M +11.1M (+41.2%) | 1.30% +0.435 pp | 0.15% +0.044 pp | USD28.99 -11.6% | 13 qtrs — |
| 27 | WELLINGTON MANAGEMENT GROUP LLP | 1.40M +39.2K (+2.9%) | 35.96M -999.2K (-2.7%) | 1.23% +0.043 pp | 0.01% 0.000 pp | USD27.07 -5.3% | 2 qtrs — |
| 28 | FRANKLIN RESOURCES INC | 1.36M +212.2K (+18.5%) | 34.87M +3.8M (+12.1%) | 1.19% +0.193 pp | 0.01% +0.001 pp | USD30.36 -15.5% | 7 qtrs — |
| 29 | OPHIR ASSET MANAGEMENT PTY LTD | 1.33M +1.3M (+100.0%) | 33.99M +34.0M (+100.0%) | 1.16% +1.159 pp | 3.81% +3.812 pp | USD25.64 +0.0% | 1 qtrs NEW |
| 30 | MARSHALL WACE, LLP | 1.23M +62.1K (+5.3%) | 31.64M -129.0K (-0.4%) | 1.08% +0.062 pp | 0.03% -0.003 pp | USD27.14 -5.5% | 8 qtrs — |
| 31 | HOOD RIVER CAPITAL MANAGEMENT LLC | 1.23M +13.6K (+1.1%) | 31.45M -1.4M (-4.4%) | 1.07% +0.020 pp | 0.34% -0.044 pp | USD27.80 -7.8% | 3 qtrs — |
| 32 | JPMORGAN CHASE & CO | 1.16M +112.0K (+10.7%) | 29.71M +1.3M (+4.7%) | 1.01% +0.105 pp | 0.00% +0.000 pp | USD33.56 -23.6% | 16 qtrs — |
| 33 | MORGAN STANLEY | 1.14M -21.2K (-1.8%) | 29.29M -2.3M (-7.1%) | 1.00% -0.011 pp | 0.00% 0.000 pp | USD30.45 -15.8% | 16 qtrs — |
| 34 | SHANNON RIVER FUND MANAGEMENT LLC | 1.14M -443.0K (-28.1%) | 29.13M -13.7M (-32.0%) | 0.99% -0.377 pp | 4.57% -2.322 pp | USD27.78 -7.7% | 3 qtrs — |
| 35 | RANGER INVESTMENT MANAGEMENT, L.P. | 1.13M -24.9K (-2.1%) | 29.05M -2.3M (-7.5%) | 0.99% -0.014 pp | 1.99% -0.196 pp | USD30.50 -15.9% | 5 qtrs — |
| 36 | BANK OF AMERICA CORP /DE/ | 1.11M -1.4M (-55.7%) | 28.57M -39.6M (-58.1%) | 0.97% -1.207 pp | 0.00% -0.003 pp | USD27.45 -6.6% | 16 qtrs — |
| 37 | TENSILE CAPITAL MANAGEMENT LP | 1.09M +183.6K (+20.4%) | 27.82M +3.4M (+13.8%) | 0.95% +0.166 pp | 3.60% +0.550 pp | USD30.68 -16.4% | 11 qtrs — |
| 38 | ALGEBRIS (UK) LTD | 1.03M +750.7K (+266.2%) | 26.49M +18.9M (+246.8%) | 0.90% +0.658 pp | 2.08% +1.212 pp | USD26.17 -2.0% | 6 qtrs — |
| 39 | KINETIC PARTNERS MANAGEMENT, LP | 949.0K +250.0K (+35.8%) | 24.33M +5.4M (+28.4%) | 0.83% +0.223 pp | 1.18% +0.263 pp | USD27.06 -5.2% | 3 qtrs — |
| 40 | POINT72 ASSET MANAGEMENT, L.P. | 922.8K -266.1K (-22.4%) | 23.66M -8.6M (-26.6%) | 0.81% -0.225 pp | 0.03% -0.028 pp | USD27.97 -8.3% | 3 qtrs — |
| 41 | UBS GROUP AG | 902.4K -223.0K (-19.8%) | 23.14M -7.4M (-24.2%) | 0.79% -0.188 pp | 0.00% -0.001 pp | USD28.73 -10.8% | 16 qtrs — |
| 42 | FREESTONE GROVE PARTNERS LP | 807.3K +495.5K (+158.9%) | 20.70M +12.2M (+144.9%) | 0.71% +0.435 pp | 0.15% +0.087 pp | USD26.21 -2.2% | 2 qtrs — |
| 43 | JANUS HENDERSON GROUP PLC | 778.8K -35.3K (-4.3%) | 19.97M -2.1M (-9.5%) | 0.68% -0.026 pp | 0.01% -0.001 pp | USD29.81 -14.0% | 16 qtrs — |
| 44 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 746.4K -23.6K (-3.1%) | 19.14M -1.7M (-8.3%) | 0.65% -0.016 pp | 0.01% 0.000 pp | USD33.58 -23.6% | 5 qtrs — |
| 45 | BROWN CAPITAL MANAGEMENT LLC | 739.6K -944.6K (-56.1%) | 18.96M -26.7M (-58.5%) | 0.65% -0.815 pp | 1.56% -0.326 pp | USD34.34 -25.3% | 16 qtrs — |
| 46 | WOLF HILL CAPITAL MANAGEMENT, LP | 671.2K +671.2K (+100.0%) | 17.21M +17.2M (+100.0%) | 0.59% +0.587 pp | 1.90% +1.900 pp | USD25.64 +0.0% | 1 qtrs NEW |
| 47 | RAYMOND JAMES FINANCIAL INC | 632.8K +412.5K (+187.3%) | 16.22M +10.3M (+171.8%) | 0.55% +0.362 pp | 0.01% +0.003 pp | USD28.40 -9.7% | 5 qtrs — |
| 48 | HAWK RIDGE CAPITAL MANAGEMENT LP | 617.8K +617.8K (+100.0%) | 15.84M +15.8M (+100.0%) | 0.54% +0.540 pp | 0.73% +0.731 pp | USD25.64 +0.0% | 3 qtrs — |
| 49 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 592.7K -55.2K (-8.5%) | 15.20M -2.4M (-13.5%) | 0.52% -0.044 pp | 0.00% 0.000 pp | USD34.83 -26.4% | 16 qtrs — |
| 50 | JANE STREET GROUP, LLC | 583.6K +96.8K (+19.9%) | 14.96M +1.8M (+13.4%) | 0.51% +0.088 pp | 0.00% +0.000 pp | USD26.88 -4.6% | 16 qtrs — |
| 51 | METLIFE INVESTMENT MANAGEMENT, LLC | 568.3K +565.8K (+22,760.9%) | 14.57M +14.5M (+21,521.4%) | 0.50% +0.495 pp | 0.07% +0.070 pp | USD25.66 -0.1% | 16 qtrs — |
| 52 | KENNEDY CAPITAL MANAGEMENT LLC | 562.6K +49.7K (+9.7%) | 14.42M +520.0K (+3.7%) | 0.49% +0.047 pp | 0.31% -0.002 pp | USD28.27 -9.3% | 6 qtrs — |
| 53 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 558.1K -117.3K (-17.4%) | 14.31M -4.0M (-21.8%) | 0.49% -0.098 pp | 0.11% -0.075 pp | USD27.32 -6.1% | 3 qtrs — |
| 54 | NORTHERN TRUST CORP | 555.3K -31.8K (-5.4%) | 14.24M -1.7M (-10.6%) | 0.49% -0.024 pp | 0.00% 0.000 pp | USD32.62 -21.4% | 16 qtrs — |
| 55 | BALYASNY ASSET MANAGEMENT L.P. | 511.2K -1.5M (-74.5%) | 13.11M -41.2M (-75.9%) | 0.45% -1.292 pp | 0.02% -0.052 pp | USD27.51 -6.8% | 3 qtrs — |
| 56 | LOOMIS SAYLES & CO L P | 489.7K -46.3K (-8.6%) | 12.55M -2.0M (-13.6%) | 0.43% -0.037 pp | 0.02% -0.002 pp | USD32.57 -21.3% | 5 qtrs — |
| 57 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 475.0K +228.3K (+92.6%) | 12.18M +5.5M (+82.1%) | 0.42% +0.201 pp | 0.04% +0.020 pp | USD26.40 -2.9% | 2 qtrs — |
| 58 | PALISADE CAPITAL MANAGEMENT, LP | 473.9K +73.1K (+18.2%) | 12.15M +1.3M (+11.8%) | 0.41% +0.067 pp | 0.36% +0.065 pp | USD27.40 -6.4% | 3 qtrs — |
| 59 | WELLS FARGO & COMPANY/MN | 446.6K -97.8K (-18.0%) | 11.45M -3.3M (-22.4%) | 0.39% -0.082 pp | 0.00% -0.001 pp | USD32.25 -20.5% | 16 qtrs — |
| 60 | BANK OF NEW YORK MELLON CORP | 437.4K +45.4K (+11.6%) | 11.22M +587.0K (+5.5%) | 0.38% +0.042 pp | 0.00% 0.000 pp | USD37.78 -32.1% | 16 qtrs — |
| 61 | SEI INVESTMENTS CO | 437.2K -173.3K (-28.4%) | 11.21M -5.3M (-32.3%) | 0.38% -0.148 pp | 0.01% -0.007 pp | USD30.85 -16.9% | 16 qtrs — |
| 62 | ASHFORD CAPITAL MANAGEMENT INC | 406.3K -7.0K (-1.7%) | 10.42M -785.7K (-7.0%) | 0.36% -0.003 pp | 1.16% -0.087 pp | USD27.88 -8.0% | 3 qtrs — |
| 63 | NORGES BANK | 402.2K +402.2K (+100.0%) | 10.31M +10.3M (+100.0%) | 0.35% +0.352 pp | 0.00% +0.001 pp | USD25.64 +0.0% | 1 qtrs NEW |
| 64 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 383.8K +153.2K (+66.4%) | 9.84M +3.6M (+57.4%) | 0.34% +0.135 pp | 0.02% +0.006 pp | USD26.52 -3.3% | 2 qtrs — |
| 65 | MAN GROUP PLC | 366.2K +366.2K (+100.0%) | 9.39M +9.4M (+100.0%) | 0.32% +0.320 pp | 0.02% +0.016 pp | USD25.64 +0.0% | 3 qtrs — |
| 66 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 350.0K -60.0K (-14.6%) | 8.97M -2.1M (-19.3%) | 0.31% -0.050 pp | 0.01% -0.003 pp | USD32.92 -22.1% | 16 qtrs — |
| 67 | NUVEEN, LLC | 346.4K +38.5K (+12.5%) | 8.88M +533.7K (+6.4%) | 0.30% +0.036 pp | 0.00% +0.000 pp | USD27.31 -6.1% | 4 qtrs — |
| 68 | PEREGRINE CAPITAL MANAGEMENT LLC | 343.1K +48.9K (+16.6%) | 8.80M +821.6K (+10.3%) | 0.30% +0.045 pp | 0.27% +0.030 pp | USD30.61 -16.2% | 6 qtrs — |
| 69 | COMERICA BANK | 337.2K +111.2K (+49.2%) | 8.65M +2.5M (+41.1%) | 0.29% +0.099 pp | 0.03% +0.011 pp | USD29.77 -13.9% | 11 qtrs — |
| 70 | GOTHAM ASSET MANAGEMENT, LLC | 331.7K -142.5K (-30.0%) | 8.50M -4.4M (-33.8%) | 0.29% -0.122 pp | 0.03% -0.025 pp | USD28.22 -9.1% | 16 qtrs — |
| 71 | RUSSELL INVESTMENTS GROUP, LTD. | 325.1K +43.5K (+15.5%) | 8.34M +702.4K (+9.2%) | 0.28% +0.040 pp | 0.01% +0.000 pp | USD29.21 -12.2% | 14 qtrs — |
| 72 | CRAMER ROSENTHAL MCGLYNN LLC | 306.7K -68.6K (-18.3%) | 7.86M -2.3M (-22.7%) | 0.27% -0.058 pp | 0.51% -0.127 pp | USD27.83 -7.9% | 3 qtrs — |
| 73 | NICHOLAS COMPANY, INC. | 279.1K +24.3K (+9.6%) | 7.16M +249.4K (+3.6%) | 0.24% +0.023 pp | 0.13% +0.008 pp | USD31.36 -18.2% | 9 qtrs — |
| 74 | ARARAT CAPITAL MANAGEMENT LP | 248.9K -112.4K (-31.1%) | 6.38M -3.4M (-34.8%) | 0.22% -0.096 pp | 3.14% -2.107 pp | USD27.76 -7.6% | 3 qtrs — |
| 75 | SCHONFELD STRATEGIC ADVISORS LLC | 248.2K +111.0K (+80.8%) | 6.36M +2.6M (+71.0%) | 0.22% +0.098 pp | 0.03% +0.007 pp | USD26.45 -3.1% | 4 qtrs — |
| 76 | ENVESTNET ASSET MANAGEMENT INC | 234.1K -90.9K (-28.0%) | 6.00M -2.8M (-31.9%) | 0.20% -0.077 pp | 0.00% -0.001 pp | USD33.33 -23.1% | 16 qtrs — |
| 77 | UBS ASSET MANAGEMENT AMERICAS INC | 224.8K +5.5K (+2.5%) | 5.76M -180.6K (-3.0%) | 0.20% +0.006 pp | 0.00% 0.000 pp | USD29.70 -13.7% | 16 qtrs — |
| 78 | NEW YORK STATE COMMON RETIREMENT FUND | 208.2K +39.8K (+23.6%) | 5.34M +772.1K (+16.9%) | 0.18% +0.036 pp | 0.01% +0.001 pp | USD31.15 -17.7% | 16 qtrs — |
| 79 | SWISS NATIONAL BANK | 205.5K +3.3K (+1.6%) | 5.27M -212.6K (-3.9%) | 0.18% +0.004 pp | 0.00% +0.000 pp | USD33.51 -23.5% | 16 qtrs — |
| 80 | CASTLEARK MANAGEMENT LLC | 205.2K +4.1K (+2.1%) | 5.26M -189.7K (-3.5%) | 0.18% +0.005 pp | 0.15% +0.002 pp | USD27.08 -5.3% | 2 qtrs — |
| 81 | ROUBAIX CAPITAL, LLC | 199.0K +199.0K (+100.0%) | 5.10M +5.1M (+100.0%) | 0.17% +0.174 pp | 2.18% +2.176 pp | USD25.64 +0.0% | 1 qtrs NEW |
| 82 | STATE OF WISCONSIN INVESTMENT BOARD | 185.8K +140.9K (+314.0%) | 4.76M +3.5M (+291.5%) | 0.16% +0.124 pp | 0.01% +0.008 pp | USD26.82 -4.4% | 7 qtrs — |
| 83 | BULLSEYE ASSET MANAGEMENT LLC | 175.1K +5.0K (+2.9%) | 4.49M -122.0K (-2.6%) | 0.15% +0.006 pp | 2.42% +0.005 pp | USD30.73 -16.6% | 15 qtrs — |
| 84 | INVESCO LTD. | 168.3K +20.1K (+13.6%) | 4.32M +297.5K (+7.4%) | 0.15% +0.019 pp | 0.00% +0.000 pp | USD31.99 -19.8% | 16 qtrs — |
| 85 | BNP PARIBAS ARBITRAGE, SNC | 164.8K -17.5K (-9.6%) | 4.22M -717.2K (-14.5%) | 0.14% -0.014 pp | 0.00% -0.001 pp | USD28.05 -8.6% | 5 qtrs — |
| 86 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 157.1K +814.0 (+0.5%) | 4.03M -208.8K (-4.9%) | 0.14% +0.002 pp | 0.00% 0.000 pp | USD36.36 -29.5% | 16 qtrs — |
| 87 | HSBC HOLDINGS PLC | 154.2K +154.2K (+100.0%) | 3.98M +4.0M (+100.0%) | 0.13% +0.135 pp | 0.00% +0.002 pp | USD25.64 +0.0% | 1 qtrs NEW |
| 88 | AMERIPRISE FINANCIAL INC | 155.0K -1.5M (-90.5%) | 3.98M -40.2M (-91.0%) | 0.14% -1.280 pp | 0.00% -0.009 pp | USD34.15 -24.9% | 16 qtrs — |
| 89 | CITADEL ADVISORS LLC | 149.6K -64.3K (-30.1%) | 3.84M -2.0M (-33.9%) | 0.13% -0.055 pp | 0.00% 0.000 pp | USD28.33 -9.5% | 16 qtrs — |
| 90 | MAGNETAR FINANCIAL LLC | 145.5K +89.1K (+157.9%) | 3.73M +2.2M (+143.9%) | 0.13% +0.078 pp | 0.04% +0.027 pp | USD26.21 -2.2% | 2 qtrs — |
| 91 | ROYCE & ASSOCIATES LP | 143.5K +143.5K (+100.0%) | 3.68M +3.7M (+100.0%) | 0.13% +0.126 pp | 0.04% +0.037 pp | USD25.64 +0.0% | 1 qtrs NEW |
| 92 | ROYAL BANK OF CANADA | 135.5K -113.2K (-45.5%) | 3.47M -3.3M (-48.5%) | 0.12% -0.097 pp | 0.00% -0.001 pp | USD30.00 -14.5% | 16 qtrs — |
| 93 | GOLDMAN SACHS GROUP INC | 126.9K +40.2K (+46.3%) | 3.25M +902.9K (+38.4%) | 0.11% +0.036 pp | 0.00% +0.000 pp | USD28.17 -9.0% | 16 qtrs — |
| 94 | CREDIT AGRICOLE S A | 120.0K +120.0K (+100.0%) | 3.08M +3.1M (+100.0%) | 0.10% +0.105 pp | 0.01% +0.007 pp | USD25.64 +0.0% | 1 qtrs NEW |
| 95 | CAMPBELL & CO INVESTMENT ADVISER LLC | 118.8K +67.3K (+130.6%) | 3.05M +1.7M (+118.1%) | 0.10% +0.059 pp | 0.15% +0.041 pp | USD26.28 -2.4% | 8 qtrs — |
| 96 | SIT INVESTMENT ASSOCIATES INC | 118.5K -4.1K (-3.4%) | 3.04M -287.0K (-8.6%) | 0.10% -0.003 pp | 0.06% -0.008 pp | USD32.44 -21.0% | 17 qtrs — |
| 97 | SQUAREPOINT OPS LLC | 115.0K +115.0K (+100.0%) | 2.95M +2.9M (+100.0%) | 0.10% +0.101 pp | 0.00% +0.003 pp | USD25.64 +0.0% | 15 qtrs — |
| 98 | TUDOR INVESTMENT CORP ET AL | 106.2K +106.2K (+100.0%) | 2.72M +2.7M (+100.0%) | 0.09% +0.093 pp | 0.01% +0.005 pp | USD25.64 +0.0% | 1 qtrs NEW |
| 99 | QUANTINNO CAPITAL MANAGEMENT LP | 100.0K +35.2K (+54.4%) | 2.56M +807.4K (+46.0%) | 0.09% +0.031 pp | 0.01% +0.000 pp | USD27.70 -7.4% | 10 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Motley Fool Small-Cap Growth ETF TMFS | 2.74% | 1.73M | 0.85% |
| 2 | Invesco KBW NASDAQ Fintech UCITS ETF FTEK.L | 2.12% | 968.1K | 0.49% |
| 3 | WisdomTree Cloud Computing UCITS ETF WCLD.L | 1.44% | 3.96M | 0.40% |
| 4 | WisdomTree Cloud Computing Fund WCLD | 1.42% | 3.58M | 0.45% |
| 5 | State Street SPDR S&P Software & Services ETF XSW | 0.77% | 3.36M | 0.35% |
| 6 | State Street SPDR FactSet Innovative Technology ETF XITK | 0.65% | 472.6K | 0.45% |
| 7 | Goldman Sachs Small Cap Equity ETF GSC | 0.62% | 1.80M | 0.80% |
| 8 | Renaissance IPO ETF IPO | 0.54% | 861.6K | 0.60% |
| 9 | Global X - FinTech ETF FINX | 0.35% | 610.1K | 0.68% |
| 10 | Acuitas Small Cap Active ETF AIMS | 0.28% | 206.4K | 0.75% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 3,695 | 18.04 | 66.7K | 50,876 | D | ↗ |
| 2026-05-05 | Desmond Sean | Director / Officer | M-Exempt | A | Common Stock | 8,065 | 4.98 | 40.2K | 1,279,081 | D | ↗ |
| 2026-05-04 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 1,486 | 18.02 | 26.8K | 54,571 | D | ↗ |
| 2026-05-04 | Rieger April | Officer | S-Sale | D | Common Stock | 9,693 | 18.02 | 174.6K | 383,601 | D | ↗ |
| 2026-05-04 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 14,650 | 18.02 | 263.9K | 702,293 | D | ↗ |
| 2026-05-04 | Naude Pierre | Director | S-Sale | D | Common Stock | 35,650 | 18.02 | 642.2K | 1,108,473 | D | ↗ |
| 2026-05-04 | Desmond Sean | Director / Officer | S-Sale | D | Common Stock | 22,073 | 18.02 | 397.6K | 1,271,016 | D | ↗ |
| 2026-05-01 | Sellers Jeanette | Officer | A-Award | A | Common Stock | 15,446 | 0.00 | — | 56,057 | D | ↗ |
| 2026-05-01 | Rieger April | Officer | A-Award | A | Common Stock | 177,345 | 0.00 | — | 393,294 | D | ↗ |
| 2026-05-01 | Orenstein Gregory | Officer | A-Award | A | Common Stock | 274,599 | 0.00 | — | 716,943 | D | ↗ |
| 2026-05-01 | Kettell Keith | Officer | A-Award | A | Common Stock | 228,832 | 0.00 | — | 228,832 | D | ↗ |
| 2026-05-01 | Desmond Sean | Director / Officer | A-Award | A | Common Stock | 703,661 | 0.00 | — | 1,293,089 | D | ↗ |
| 2026-04-14 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 1,873 | 17.55 | 32.9K | 40,611 | D | ↗ |
| 2026-04-14 | RUH WILLIAM J | Director | G-Gift | D | Common Stock | 3,200 | 0.00 | — | 200,801 | I | ↗ |
| 2026-04-06 | Desmond Sean | Director / Officer | M-Exempt | A | Common Stock | 8,065 | 4.98 | 40.2K | 604,868 | D | ↗ |
| 2026-04-02 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 735 | 16.75 | 12.3K | 42,484 | D | ↗ |
| 2026-04-02 | Rieger April | Officer | S-Sale | D | Common Stock | 5,747 | 16.75 | 96.3K | 215,949 | D | ↗ |
| 2026-04-02 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 8,840 | 16.75 | 148.1K | 442,344 | D | ↗ |
| 2026-04-02 | Naude Pierre | Director | S-Sale | D | Common Stock | 22,700 | 16.75 | 380.3K | 1,144,123 | D | ↗ |
| 2026-04-02 | Desmond Sean | Director / Officer | S-Sale | D | Common Stock | 5,747 | 16.75 | 96.3K | 596,803 | D | ↗ |
| 2026-04-01 | Kettell Keith | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-02-04 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 2,182 | 18.26 | 39.8K | 43,219 | D | ↗ |
| 2026-02-03 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 1,330 | 18.68 | 24.8K | 45,401 | D | ↗ |
| 2026-02-03 | Rieger April | Officer | S-Sale | D | Common Stock | 8,078 | 18.68 | 150.9K | 221,696 | D | ↗ |
| 2026-02-03 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 10,562 | 18.68 | 197.3K | 451,184 | D | ↗ |
| 2026-02-03 | Naude Pierre | Director | S-Sale | D | Common Stock | 24,273 | 18.68 | 453.5K | 1,166,823 | D | ↗ |
| 2026-02-03 | Desmond Sean | Director / Officer | S-Sale | D | Common Stock | 16,047 | 18.68 | 299.8K | 602,550 | D | ↗ |
| 2026-02-02 | Naude Pierre | Director | A-Award | A | Common Stock | 3,516 | 0.00 | — | 1,191,096 | D | ↗ |
| 2026-01-05 | Desmond Sean | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 7,331 | 4.98 | 36.5K | 220,614 | D | ↗ |
| 2025-12-17 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 1,507 | 24.49 | 36.9K | 46,731 | D | ↗ |
| 2025-12-05 | Desmond Sean | Director / Officer | M-Exempt | A | Common Stock | 7,331 | 4.98 | 36.5K | 625,928 | D | ↗ |
| 2025-12-01 | Yasutake Andrew Hideki | Director | A-Award | A | Common Stock | 4,414 | 0.00 | — | 12,511 | D | ↗ |
| 2025-12-01 | Dugatkin Diego German | Director | A-Award | A | Common Stock | 4,414 | 0.00 | — | 12,511 | D | ↗ |
| 2025-11-04 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 640 | 25.81 | 16.5K | 48,238 | D | ↗ |
| 2025-11-04 | Rieger April | Officer | S-Sale | D | Common Stock | 4,731 | 25.81 | 122.1K | 229,774 | D | ↗ |
| 2025-11-04 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 4,353 | 25.81 | 112.4K | 461,746 | D | ↗ |
| 2025-11-04 | Naude Pierre | Director | S-Sale | D | Common Stock | 4,881 | 25.81 | 126.0K | 1,187,580 | D | ↗ |
| 2025-11-04 | Desmond Sean | Director / Officer | S-Sale | D | Common Stock | 10,006 | 25.81 | 258.3K | 618,597 | D | ↗ |
| 2025-09-15 | Rieger April | Officer | S-Sale | D | Common Stock | 6,018 | 30.40 | 183.0K | 234,505 | D | ↗ |
| 2025-09-08 | HORING JEFF | Director | S-Sale | D | Common Stock | 3,889,254 | 30.00 | 116.68M | 0 | I | ↗ |
| 2025-09-05 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 529 | 30.74 | 16.3K | 48,878 | D | ↗ |
| 2025-09-05 | HORING JEFF | Director | S-Sale | D | Common Stock | 26,168 | 31.12 | 814.2K | 3,889,254 | I | ↗ |
| 2025-08-29 | HORING JEFF | Director | S-Sale | D | Common Stock | 282,367 | 32.23 | 9.10M | 3,915,422 | I | ↗ |
| 2025-08-28 | HORING JEFF | Director | S-Sale | D | Common Stock | 210,212 | 32.26 | 6.78M | 4,248,379 | I | ↗ |
| 2025-08-04 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 211 | 27.45 | 5.8K | 49,407 | D | ↗ |
| 2025-08-04 | Rieger April | Officer | S-Sale | D | Common Stock | 3,028 | 27.45 | 83.1K | 240,523 | D | ↗ |
| 2025-08-04 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 4,155 | 27.45 | 114.0K | 466,099 | D | ↗ |
| 2025-08-04 | Naude Pierre | Director | S-Sale | D | Common Stock | 4,659 | 27.45 | 127.9K | 1,192,461 | D | ↗ |
| 2025-08-04 | Desmond Sean | Director / Officer | S-Sale | D | Common Stock | 9,550 | 27.45 | 262.1K | 628,603 | D | ↗ |
| 2025-08-01 | Sellers Jeanette | Officer | A-Award | A | Common Stock | 22,510 | 0.00 | — | 49,618 | D | ↗ |
| 2025-06-18 | Spruill William R | Director | A-Award | A | Common Stock | 7,385 | 0.00 | — | 29,376 | D | ↗ |
| 2025-06-18 | RUH WILLIAM J | Director | A-Award | A | Common Stock | 7,385 | 0.00 | — | 36,925 | D | ↗ |
| 2025-06-18 | Nyweide Justin C. | Director | A-Award | A | Common Stock | 7,385 | 0.00 | — | 15,745 | D | ↗ |
| 2025-06-18 | Kilday Pamela | Director | A-Award | A | Common Stock | 7,385 | 0.00 | — | 25,189 | D | ↗ |
| 2025-06-18 | HORING JEFF | Director | A-Award | A | Common Stock | 7,385 | 0.00 | — | 124,988 | D | ↗ |
| 2025-06-18 | Doyle Jonathan J | Director | A-Award | A | Common Stock | 7,385 | 0.00 | — | 76,925 | D | ↗ |
| 2025-06-02 | Lake Spencer | Director | M-Exempt | D | Stock Option (Right to Buy) | 21,100 | 4.98 | 105.1K | 0 | D | ↗ |
| 2025-05-05 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 2,167 | 22.79 | 49.4K | 27,108 | D | ↗ |
| 2025-05-02 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 866 | 23.00 | 19.9K | 29,275 | D | ↗ |
| 2025-05-02 | Rieger April | Officer | S-Sale | D | Common Stock | 6,589 | 23.00 | 151.6K | 243,551 | D | ↗ |
| 2025-05-02 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 10,343 | 23.00 | 237.9K | 470,254 | D | ↗ |
| 2025-05-02 | Naude Pierre | Director | S-Sale | D | Common Stock | 30,745 | 23.00 | 707.3K | 1,197,120 | D | ↗ |
| 2025-05-02 | Desmond Sean | Director / Officer | S-Sale | D | Common Stock | 12,339 | 23.00 | 283.8K | 637,405 | D | ↗ |
| 2025-05-01 | Sellers Jeanette | Officer | A-Award | A | Common Stock | 11,853 | 0.00 | — | 30,141 | D | ↗ |
| 2025-05-01 | Rieger April | Officer | A-Award | A | Common Stock | 112,068 | 0.00 | — | 250,140 | D | ↗ |
| 2025-05-01 | Orenstein Gregory | Officer | A-Award | A | Common Stock | 150,862 | 0.00 | — | 480,597 | D | ↗ |
| 2025-05-01 | Naude Pierre | Director | A-Award | A | Common Stock | 172,413 | 0.00 | — | 1,227,865 | D | ↗ |
| 2025-05-01 | Desmond Sean | Director / Officer | A-Award | A | Common Stock | 353,448 | 0.00 | — | 649,744 | D | ↗ |
| 2025-04-14 | RUH WILLIAM J | Director | G-Gift | D | Common Stock | 2,200 | 0.00 | — | 204,001 | I | ↗ |
| 2025-04-09 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 583 | 22.09 | 12.9K | 18,288 | D | ↗ |
| 2025-04-08 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 228 | 22.31 | 5.1K | 18,871 | D | ↗ |
| 2025-04-08 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 2,356 | 22.31 | 52.6K | 329,735 | D | ↗ |
| 2025-04-08 | Naude Pierre | Director | S-Sale | D | Common Stock | 10,638 | 22.31 | 237.3K | 1,055,452 | D | ↗ |
| 2025-04-08 | Desmond Sean | Director / Officer | S-Sale | D | Common Stock | 2,301 | 22.31 | 51.3K | 296,296 | D | ↗ |
| 2025-04-04 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 2,501 | 21.51 | 53.8K | 19,099 | D | ↗ |
| 2025-04-03 | Orenstein Gregory | Officer | M-Exempt | A | Common Stock | 72,448 | 2.45 | 177.5K | 332,091 | D | ↗ |
| 2025-04-02 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 1,002 | 20.86 | 20.9K | 21,600 | D | ↗ |
| 2025-04-02 | Rieger April | Officer | S-Sale | D | Common Stock | 7,881 | 20.86 | 164.4K | 138,072 | D | ↗ |
| 2025-04-02 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 12,101 | 20.86 | 252.5K | 259,643 | D | ↗ |
| 2025-04-02 | Naude Pierre | Director | S-Sale | D | Common Stock | 31,123 | 20.86 | 649.3K | 1,066,090 | D | ↗ |
| 2025-04-02 | Desmond Sean | Director / Officer | S-Sale | D | Common Stock | 7,880 | 20.86 | 164.4K | 298,597 | D | ↗ |
| 2025-02-11 | Nyweide Justin C. | Director | A-Award | A | Common Stock | 6,165 | 0.00 | — | 8,360 | D | ↗ |
| 2025-02-09 | Nyweide Justin C. | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-02-04 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 468 | 32.60 | 15.3K | 22,602 | D | ↗ |
| 2025-02-04 | Rieger April | Officer | S-Sale | D | Common Stock | 4,325 | 32.60 | 141.0K | 145,953 | D | ↗ |
| 2025-02-04 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 5,148 | 32.60 | 167.8K | 271,744 | D | ↗ |
| 2025-02-04 | Naude Pierre | Director | S-Sale | D | Common Stock | 17,026 | 32.60 | 555.1K | 1,097,213 | D | ↗ |
| 2025-02-04 | Desmond Sean | Director / Officer | S-Sale | D | Common Stock | 5,034 | 32.60 | 164.1K | 306,477 | D | ↗ |
| 2025-01-06 | HORING JEFF | Director | S-Sale | D | Common Stock | 54,876 | 35.00 | 1.92M | 4,458,591 | I | ↗ |
| 2024-12-18 | HORING JEFF | Director | S-Sale | D | Common Stock | 4,474,158 | 35.75 | 159.96M | 4,513,467 | I | ↗ |
| 2024-12-17 | Kilday Pamela | Director | S-Sale | D | Common Stock | 9,000 | 35.51 | 319.6K | 17,804 | D | ↗ |
| 2024-12-16 | HORING JEFF | Director | S-Sale | D | Common Stock | 70,673 | 36.11 | 2.55M | 8,987,625 | I | ↗ |
| 2024-12-13 | HORING JEFF | Director | S-Sale | D | Common Stock | 20,703 | 36.63 | 758.4K | 9,058,298 | I | ↗ |
| 2024-12-13 | Collins Steven A | Director | S-Sale | D | Common Stock | 6,688 | 35.70 | 238.8K | 60,102 | D | ↗ |
| 2024-12-12 | HORING JEFF | Director | S-Sale | D | Common Stock | 711,000 | 36.65 | 26.06M | 9,079,001 | I | ↗ |
| 2024-12-11 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 250 | 36.73 | 9.2K | 23,070 | D | ↗ |
| 2024-12-11 | HORING JEFF | Director | S-Sale | D | Common Stock | 1,167,424 | 36.69 | 42.83M | 9,790,001 | I | ↗ |
| 2024-12-10 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 17,723 | 36.18 | 641.2K | 175,585 | I | ↗ |
| 2024-12-10 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 1,106,042 | 36.18 | 40.01M | 10,957,425 | I | ↗ |
| 2024-12-09 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 35,637 | 37.27 | 1.33M | 955,352 | I | ↗ |
| 2024-12-09 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 450,000 | 37.27 | 16.77M | 12,063,467 | I | ↗ |
| 2024-11-06 | RUH WILLIAM J | Director | S-Sale | D | Common Stock | 20,000 | 40.00 | 800.0K | 206,201 | I | ↗ |
| 2024-11-06 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 50,000 | 40.21 | 2.01M | 276,892 | D | ↗ |
| 2024-11-06 | Desmond Sean | Officer | S-Sale | D | Common Stock | 30,000 | 40.21 | 1.21M | 311,511 | D | ↗ |
| 2024-11-04 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 105 | 36.98 | 3.9K | 23,320 | D | ↗ |
| 2024-11-04 | Rieger April | Officer | S-Sale | D | Common Stock | 1,601 | 36.98 | 59.2K | 150,278 | D | ↗ |
| 2024-10-21 | RUH WILLIAM J | Director | S-Sale | D | Common Stock | 10,000 | 37.50 | 375.0K | 226,201 | I | ↗ |
| 2024-10-18 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 51,223 | 36.62 | 1.88M | 349,503 | I | ↗ |
| 2024-10-18 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 1,833,975 | 36.62 | 67.17M | 12,513,467 | I | ↗ |
| 2024-10-17 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 26,639 | 36.16 | 963.3K | 1,235,700 | I | ↗ |
| 2024-10-17 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 309,304 | 36.16 | 11.18M | 14,347,442 | I | ↗ |
| 2024-10-16 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 37,893 | 36.02 | 1.36M | 409,365 | I | ↗ |
| 2024-10-16 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 1,356,721 | 36.02 | 48.87M | 14,656,746 | I | ↗ |
| 2024-10-14 | Orenstein Gregory | Officer | M-Exempt | A | Common Stock | 3,885 | 4.98 | 19.3K | 280,777 | D | ↗ |
| 2024-10-14 | Desmond Sean | Officer | S-Sale | D | Common Stock | 30,000 | 34.77 | 1.04M | 341,511 | D | ↗ |
| 2024-10-11 | Orenstein Gregory | Officer | M-Exempt | A | Common Stock | 448 | 4.98 | 2.2K | 277,340 | D | ↗ |
| 2024-09-18 | Rieger April | Officer | S-Sale | D | Common Stock | 7,833 | 30.00 | 235.0K | 151,879 | D | ↗ |
| 2024-09-13 | Rieger April | Officer | S-Sale | D | Common Stock | 6,079 | 29.28 | 178.0K | 159,712 | — | ↗ |
| 2024-08-26 | Orenstein Gregory | Officer | M-Exempt | D | Stock Options (Right to Buy) | 553 | 4.98 | 2.8K | 4,333 | — | ↗ |
| 2024-08-23 | RUH WILLIAM J | Director | S-Sale | D | Common Stock | 10,000 | 35.00 | 350.0K | 236,201 | — | ↗ |
| 2024-08-23 | Orenstein Gregory | Officer | M-Exempt | A | Common Stock | 45,114 | 4.98 | 224.7K | 322,006 | — | ↗ |
| 2024-08-15 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 10,201 | 33.50 | 341.8K | 256,603 | — | ↗ |
| 2024-08-15 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 636,475 | 33.50 | 21.33M | 16,013,467 | — | ↗ |
| 2024-08-14 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 43,820 | 33.16 | 1.45M | 1,158,477 | — | ↗ |
| 2024-08-14 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 800,002 | 33.16 | 26.53M | 16,649,942 | — | ↗ |
| 2024-07-31 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 3,781 | 33.11 | 125.2K | 1,445,520 | — | ↗ |
| 2024-07-31 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 45,638 | 33.11 | 1.51M | 17,449,944 | — | ↗ |
| 2024-07-30 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 916 | 33.33 | 30.5K | 2,291,650 | — | ↗ |
| 2024-07-30 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 6,992 | 33.33 | 233.0K | 17,495,582 | — | ↗ |
| 2024-07-29 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 3,960 | 33.30 | 131.9K | 1,386,097 | — | ↗ |
| 2024-07-29 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 50,000 | 33.30 | 1.66M | 17,502,574 | — | ↗ |
| 2024-07-26 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 72,986 | 33.50 | 2.44M | 1,390,057 | — | ↗ |
| 2024-07-26 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 921,614 | 33.50 | 30.87M | 17,552,574 | — | ↗ |
| 2024-07-23 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 82,325 | 33.53 | 2.76M | 4,870,092 | — | ↗ |
| 2024-07-23 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 312,290 | 33.53 | 10.47M | 18,474,188 | — | ↗ |
| 2024-07-22 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 31,502 | 33.16 | 1.04M | 1,618,020 | — | ↗ |
| 2024-07-22 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 365,764 | 33.16 | 12.13M | 18,786,478 | — | ↗ |
| 2024-07-18 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 22,865 | 33.32 | 761.8K | 1,866,757 | — | ↗ |
| 2024-07-18 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 234,584 | 33.32 | 7.82M | 19,152,242 | — | ↗ |
| 2024-07-17 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 16,588 | 33.01 | 547.6K | 2,539,373 | — | ↗ |
| 2024-07-17 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 126,641 | 31.01 | 3.93M | 19,386,826 | — | ↗ |
| 2024-07-15 | Rieger April | Officer | S-Sale | D | Common Stock | 8,856 | 31.23 | 276.6K | 165,791 | — | ↗ |
| 2024-07-11 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 4,507 | 31.50 | 142.0K | 126,361 | — | ↗ |
| 2024-07-11 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 4,500,000 | 31.00 | 139.50M | 19,513,467 | — | ↗ |
| 2024-07-03 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 855 | 31.51 | 26.9K | 2,141,979 | — | ↗ |
| 2024-07-03 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 9,922 | 31.51 | 312.6K | 24,870,058 | — | ↗ |
| 2024-07-02 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 3,728 | 31.51 | 117.5K | 694,900 | — | ↗ |
| 2024-07-02 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 133,487 | 31.51 | 4.21M | 24,879,980 | — | ↗ |
| 2024-06-27 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 49,023 | 31.50 | 1.54M | 2,154,331 | — | ↗ |
| 2024-06-27 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 569,200 | 31.50 | 17.93M | 25,013,467 | — | ↗ |
| 2024-06-26 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 329 | 31.51 | 10.4K | 1,244,587 | — | ↗ |
| 2024-06-26 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 6,753 | 31.51 | 212.8K | 25,582,667 | — | ↗ |
| 2024-06-25 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 1,921 | 31.51 | 60.5K | 714,715 | — | ↗ |
| 2024-06-25 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 68,766 | 31.51 | 2.17M | 25,589,420 | — | ↗ |
| 2024-06-24 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 85,236 | 31.53 | 2.69M | 6,763,910 | — | ↗ |
| 2024-06-24 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 323,332 | 31.53 | 10.19M | 25,658,186 | — | ↗ |
| 2024-06-21 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 120,254 | 31.60 | 3.80M | 6,849,146 | — | ↗ |
| 2024-06-21 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 456,169 | 31.60 | 14.41M | 25,981,518 | — | ↗ |
| 2024-06-20 | Spruill William R | Director | A-Award | A | Common Stock | 5,874 | 0.00 | — | 21,991 | — | ↗ |
| 2024-06-20 | RUH WILLIAM J | Director | A-Award | A | Common Stock | 5,874 | 0.00 | — | 29,540 | — | ↗ |
| 2024-06-20 | Lake Spencer | Director | A-Award | A | Common Stock | 5,874 | 0.00 | — | 13,665 | — | ↗ |
| 2024-06-20 | Kilday Pamela | Director | A-Award | A | Common Stock | 5,874 | 0.00 | — | 26,804 | — | ↗ |
| 2024-06-20 | HORING JEFF | Director / 10% Owner | A-Award | A | Common Stock | 5,874 | 0.00 | — | 117,603 | — | ↗ |
| 2024-06-20 | Doyle Jonathan J | Director | A-Award | A | Common Stock | 5,874 | 0.00 | — | 69,540 | — | ↗ |
| 2024-06-20 | Collins Steven A | Director | A-Award | A | Common Stock | 5,874 | 0.00 | — | 66,790 | — | ↗ |
| 2024-06-18 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 34,247 | 31.55 | 1.08M | 1,286,183 | — | ↗ |
| 2024-06-18 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 703,952 | 31.55 | 22.21M | 26,437,687 | — | ↗ |
| 2024-06-12 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 2,792 | 30.94 | 86.4K | 23,425 | — | ↗ |
| 2024-06-12 | Insight Holdings Group, LLC | Director / 10% Owner | S-Sale | D | Common Stock | 91,064 | 31.51 | 2.87M | 1,320,430 | — | ↗ |
| 2024-06-12 | HORING JEFF | Director / 10% Owner | S-Sale | D | Common Stock | 1,871,828 | 31.51 | 58.98M | 27,141,639 | — | ↗ |
| 2024-06-11 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 1,143 | 30.15 | 34.5K | 26,217 | — | ↗ |
| 2024-06-11 | Rieger April | Officer | S-Sale | D | Common Stock | 277 | 30.15 | 8.4K | 174,647 | — | ↗ |
| 2024-06-11 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 7,943 | 30.15 | 239.4K | 276,892 | — | ↗ |
| 2024-06-11 | Naude Pierre | Director / Officer | S-Sale | D | Common Stock | 14,101 | 30.15 | 425.1K | 1,114,239 | — | ↗ |
| 2024-06-11 | Desmond Sean | Officer | S-Sale | D | Common Stock | 5,988 | 30.15 | 180.5K | 370,790 | — | ↗ |
| 2024-05-06 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 2,153 | 30.33 | 65.3K | 27,360 | — | ↗ |
| 2024-05-03 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 448 | 30.20 | 13.5K | 29,513 | — | ↗ |
| 2024-05-03 | Rieger April | Officer | S-Sale | D | Common Stock | 3,388 | 30.20 | 102.3K | 174,924 | — | ↗ |
| 2024-05-03 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 5,301 | 30.20 | 160.1K | 284,835 | — | ↗ |
| 2024-05-03 | Naude Pierre | Director / Officer | S-Sale | D | Common Stock | 15,813 | 30.20 | 477.6K | 1,128,340 | — | ↗ |
| 2024-05-03 | Desmond Sean | Officer | S-Sale | D | Common Stock | 5,196 | 30.20 | 156.9K | 376,778 | — | ↗ |
| 2024-05-02 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 431 | 30.63 | 13.2K | 29,961 | — | ↗ |
| 2024-05-02 | Rieger April | Officer | S-Sale | D | Common Stock | 3,267 | 30.63 | 100.1K | 178,312 | — | ↗ |
| 2024-05-02 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 5,110 | 30.63 | 156.5K | 290,136 | — | ↗ |
| 2024-05-02 | Naude Pierre | Director / Officer | S-Sale | D | Common Stock | 15,242 | 30.63 | 466.9K | 1,144,153 | — | ↗ |
| 2024-05-02 | Desmond Sean | Officer | S-Sale | D | Common Stock | 5,009 | 30.63 | 153.4K | 381,974 | — | ↗ |
| 2024-05-01 | Desmond Sean | Officer | A-Award | A | Common Stock | 20,576 | 0.00 | — | 386,983 | — | ↗ |
| 2024-04-09 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 563 | 35.43 | 19.9K | 30,392 | — | ↗ |
| 2024-04-09 | RUH WILLIAM J | Director | S-Sale | D | Common Stock | 5,000 | 35.16 | 175.8K | 246,201 | — | ↗ |
| 2024-04-09 | Insight Holdings Group, LLC | Director / 10% Owner | J-Other | D | Common Stock | 26,310 | 0.00 | — | 152,670 | — | ↗ |
| 2024-04-09 | HORING JEFF | Director / 10% Owner | J-Other | A | Common Stock | 37,785 | 0.00 | — | 95,098 | — | ↗ |
| 2024-04-08 | Sellers Jeanette | Officer | S-Sale | D | Common Stock | 248 | 34.41 | 8.5K | 30,955 | — | ↗ |
| 2024-04-08 | RUH WILLIAM J | Director | S-Sale | D | Common Stock | 5,000 | 34.51 | 172.5K | 251,201 | — | ↗ |
| 2024-04-08 | Orenstein Gregory | Officer | S-Sale | D | Common Stock | 2,410 | 34.41 | 82.9K | 295,246 | — | ↗ |
| 2024-04-08 | Naude Pierre | Director / Officer | S-Sale | D | Common Stock | 10,924 | 34.41 | 375.9K | 1,159,395 | — | ↗ |
| 2024-04-08 | Glover Joshua L | Officer | S-Sale | D | Common Stock | 1,876 | 34.41 | 64.6K | 362,656 | — | ↗ |
| 2024-04-08 | Desmond Sean | Officer | S-Sale | D | Common Stock | 2,362 | 34.41 | 81.3K | 366,407 | — | ↗ |
| 2024-04-05 | RUH WILLIAM J | Director | S-Sale | D | Common Stock | 10,000 | 34.43 | 344.3K | 256,201 | — | ↗ |
| 2024-04-04 | Lake Spencer | Director | S-Sale | D | Common Stock | 5,000 | 35.30 | 176.5K | 7,791 | — | ↗ |
| 2024-04-02 | Lake Spencer | Director | S-Sale | D | Common Stock | 10,000 | 34.55 | 345.5K | 12,791 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2026 | Sean Desmond, Chief Executive Officer & President | 500.0K | — | 8.08M | — | 486.1K | 20.1K | 9.09M | 88.93% | ↗ |
| 2 | 2026 | Pierre Naudé, Executive Chairman | 260.0K | — | 8.55M | — | 252.8K | 18.2K | 9.08M | 94.15% | ↗ |
| 3 | 2026 | Greg Orenstein, Chief Financial Officer & Treasurer | 414.4K | — | 3.45M | — | 266.6K | 49.7K | 4.18M | 82.52% | ↗ |
| 4 | 2026 | April Rieger, Chief Legal & Administrative Officer & Secretary | 383.0K | — | 2.56M | — | 198.1K | 15.2K | 3.16M | 81.12% | ↗ |
| 5 | 2025 | Pierre Naudé, Chief Executive Officer | 512.5K | — | 7.47M | — | 494.4K | 21.3K | 8.50M | 87.90% | ↗ |
| 6 | 2025 | Pierre Naudé, Executive Chairman | 512.5K | — | 7.47M | — | 494.4K | 21.3K | 8.50M | 87.90% | ↗ |
| 7 | 2025 | Greg Orenstein, Chief Financial Officer & Treasurer | 364.2K | — | 2.84M | — | 212.0K | 51.1K | 3.46M | 81.89% | ↗ |
| 8 | 2025 | Sean Desmond, Chief Product Officer | 361.4K | — | 2.51M | — | 209.2K | 14.9K | 3.09M | 81.08% | ↗ |
| 9 | 2025 | Sean Desmond, Chief Executive Officer & President | 361.4K | — | 2.51M | — | 209.2K | 14.9K | 3.09M | 81.08% | ↗ |
| 10 | 2025 | April Rieger, Chief Legal & Administrative Officer & Secretary | 337.0K | — | 1.89M | — | 178.7K | 14.8K | 2.42M | 78.09% | ↗ |
| 11 | 2025 | April Rieger, Chief Legal and Compliance Officer & Secretary | 337.0K | — | 1.89M | — | 178.7K | 14.8K | 2.42M | 78.09% | ↗ |
| 12 | 2025 | Josh Glover, Former President & Chief Revenue Officer | 88.0K | — | 322.1K | — | — | 3.1K | 413.2K | 77.96% | ↗ |
| 13 | 2024 | Pierre Naudé, Chief Executive Officer | 498.0K | — | 6.93M | — | 380.0K | 20.7K | 7.83M | 88.53% | ↗ |
| 14 | 2024 | Pierre Naudé, Executive Chairman | 498.0K | — | 6.93M | — | 380.0K | 20.7K | 7.83M | 88.53% | ↗ |
| 15 | 2024 | Josh Glover, Former President & Chief Revenue Officer | 413.9K | — | 3.17M | — | 271.3K | 14.3K | 3.87M | 81.92% | ↗ |
| 16 | 2024 | Josh Glover, President & Chief Revenue Officer | 413.9K | — | 3.17M | — | 271.3K | 14.3K | 3.87M | 81.92% | ↗ |
| 17 | 2024 | Matthew Hansen, Chief Product Officer | 358.3K | — | 2.28M | — | 164.2K | 49.7K | 2.85M | 79.93% | ↗ |
| 18 | 2024 | Greg Orenstein, Chief Financial Officer & Treasurer | 343.1K | — | 2.28M | — | 131.1K | 47.6K | 2.80M | 81.37% | ↗ |
| 19 | 2024 | Sean Desmond, Chief Executive Officer & President | 328.0K | — | 2.28M | — | 125.4K | 14.3K | 2.75M | 82.97% | ↗ |
| 20 | 2024 | Sean Desmond, Chief Product Officer | 328.0K | — | 2.28M | — | 125.4K | 14.3K | 2.75M | 82.97% | ↗ |
| 21 | 2024 | Sean Desmond, Chief Customer Success Officer | 328.0K | — | 2.28M | — | 125.4K | 14.3K | 2.75M | 82.97% | ↗ |
| 22 | 2024 | April Rieger, Chief Legal and Compliance Officer & Secretary | 325.0K | — | 1.49M | — | 137.9K | 14.4K | 1.96M | 75.69% | ↗ |
| 23 | 2024 | April Rieger, Chief Legal & Administrative Officer & Secretary | 325.0K | — | 1.49M | — | 137.9K | 14.4K | 1.96M | 75.69% | ↗ |
| 24 | 2023 | Pierre Naudé, Chief Executive Officer | 487.9K | — | 7.16M | — | 392.9K | 19.8K | 8.06M | 88.83% | ↗ |
| 25 | 2023 | David Rudow, Former Chief Financial Officer & Treasurer | 368.4K | — | 4.64M | — | — | 485.2K | 5.49M | 84.45% | ↗ |
| 26 | 2023 | Josh Glover, Former President & Chief Revenue Officer | 383.5K | — | 3.73M | — | 262.5K | 13.4K | 4.39M | 84.99% | ↗ |
| 27 | 2023 | Josh Glover, President & Chief Revenue Officer | 383.5K | — | 3.73M | — | 262.5K | 13.4K | 4.39M | 84.99% | ↗ |
| 28 | 2023 | April Rieger, Chief Legal and Compliance Officer & Secretary | 286.5K | — | 3.66M | — | 111.5K | 13.4K | 4.07M | 89.90% | ↗ |
| 29 | 2023 | April Rieger, Chief Legal & Compliance Officer and Secretary | 286.5K | — | 3.66M | — | 111.5K | 13.4K | 4.07M | 89.90% | ↗ |
| 30 | 2023 | Matthew Hansen, Chief Product Officer | 310.6K | — | 2.51M | — | 127.2K | 1.7K | 2.95M | 85.11% | ↗ |
| 31 | 2023 | Greg Orenstein, Chief Financial Officer & Treasurer | 324.5K | — | 2.05M | — | 130.7K | 45.6K | 2.55M | 80.33% | ↗ |
| 32 | 2023 | Sean Desmond, Chief Customer Success Officer | 310.5K | — | 2.05M | — | 125.1K | 13.4K | 2.49M | 82.00% | ↗ |
| 33 | 2023 | Sean Desmond, Chief Product Officer | 310.5K | — | 2.05M | — | 125.1K | 13.4K | 2.49M | 82.00% | ↗ |
| 34 | 2022 | Pierre Naudé, Chief Executive Officer | 456.0K | — | 6.87M | — | 462.4K | 24.7K | 7.82M | 87.94% | ↗ |
| 35 | 2022 | Josh Glover, President & Chief Revenue Officer | 309.1K | — | 4.08M | — | 290.9K | 14.4K | 4.70M | 86.92% | ↗ |
| 36 | 2022 | David Rudow, Chief Financial Officer & Treasurer | 340.0K | — | 1.98M | — | 220.6K | 11.6K | 2.55M | 77.59% | ↗ |
| 37 | 2022 | David Rudow, Former Chief Financial Officer & Treasurer | 340.0K | — | 1.98M | — | 220.6K | 11.6K | 2.55M | 77.59% | ↗ |
| 38 | 2022 | Greg Orenstein, Chief Financial Officer & Treasurer | 306.7K | — | 1.49M | — | 155.5K | 47.3K | 2.00M | 74.47% | ↗ |
| 39 | 2022 | Greg Orenstein, Chief Corporate Development & Strategy Officer | 306.7K | — | 1.49M | — | 155.5K | 47.3K | 2.00M | 74.47% | ↗ |
| 40 | 2022 | Sean Desmond, Chief Customer Success Officer | 290.0K | — | 1.49M | — | 147.1K | 14.2K | 1.94M | 76.71% | ↗ |
| 41 | 2021 | Pierre Naudé, Chief Executive Officer | 430.0K | — | 2.56M | — | 465.8K | 21.1K | 3.48M | 73.64% | ↗ |
| 42 | 2021 | Greg Orenstein, Chief Financial Officer & Treasurer | 278.7K | — | 1.41M | — | 150.9K | 13.4K | 1.86M | 76.14% | ↗ |
| 43 | 2021 | Greg Orenstein, Chief Corporate Development & Strategy Officer | 278.7K | — | 1.41M | — | 150.9K | 13.4K | 1.86M | 76.14% | ↗ |
| 44 | 2021 | Josh Glover, President & Chief Revenue Officer | 230.0K | 10.0K | 1.09M | — | 249.1K | 14.2K | 1.59M | 68.36% | ↗ |
| 45 | 2021 | David Rudow, Chief Financial Officer & Treasurer | 296.7K | — | 1.09M | — | 173.5K | 9.3K | 1.57M | 69.40% | ↗ |
| 46 | 2021 | David Rudow, Former Chief Financial Officer & Treasurer | 296.7K | — | 1.09M | — | 173.5K | 9.3K | 1.57M | 69.40% | ↗ |
| 47 | 2020 | Pierre Naudé, Chief Executive Officer | 412.5K | — | 2.18M | — | 213.9K | 11.7K | 2.81M | 77.32% | ↗ |
| 48 | 2020 | David Rudow, Chief Financial Officer & Treasurer | 75.1K | — | 2.18M | — | 39.4K | 116.0K | 2.41M | 90.42% | ↗ |
| 49 | 2020 | Josh Glover, President & Chief Revenue Officer | 205.0K | — | 1.09M | — | 212.6K | 6.9K | 1.51M | 71.93% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Sean Desmond | Chief Executive Officer, President & Director | 1M | male |
| Gregory D. Orenstein | Chief Financial Officer & Treasurer | 730.7K | male |
| April Rieger | Chief Legal & Administrative Officer and Corporate Secretary | 596.3K | female |
| Pierre Naude | Co-Founder & Chairman of the Board | 531.0K | male |
| Katie Smith | Director of Operations | — | female |
| Mark Bernhardi | Managing Director of Australia & New Zealand | — | male |
| Paul Clarkson | Executive Vice President of Global Revenue | — | male |
| Jeanette Sellers | Vice President of Accounting | — | — |
| Davis Brannan | Executive Vice President of Strategic Operations | — | male |
| Izak Cronier | Head of Information Technology | — | male |
| Anthony Morris | Senior Vice President of Global Banking Strategy & Customer Advisory | — | male |
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Community Opinion for NCNO
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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