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NerdWallet, Inc. (NRDS)
USD9.37
-0.01 (-0.11%)
US NASDAQ Financial Services Financial - Credit Services
Address
55 Hawthorne Street 94105
San Francisco, CA, US
San Francisco, CA, US
CEO
Tim Chen
Website
nerdwallet.com
IPO
2021-11-04
CIK 1625278 ISIN US64082B1026
Description
NerdWallet, Inc. operates an online platform dedicated to providing tailored financial advice for both individual consumers and small to medium-sized businesses. The company facilitates connections between these users and various financial product providers. Its guidance is delivered through a comprehensive suite of resources, including educational articles, interactive tools and calculators, and specialized product marketplaces, all accessible via its website and the NerdWallet mobile application. Key financial areas covered encompass credit cards, mortgages, insurance, business finance solutions, personal loans, banking, investment strategies, and student lending. Serving customers in the United States, the United Kingdom, and Canada, NerdWallet was founded in San Francisco, California, in 2009.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD9.37
-0.01 (-0.11%)
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Volume Profile
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Liquidity & share structure
Average Volume
860.6K
Beta
1.25
Float Shares
70.05M
Free Float %
94.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -7.83% | -7.98% | -19.58% | -8.18% | -42.25% | -37.86% | -28.95% | -3.66% | -70.25% | -70.25% | -70.25% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (6 ratings, all time)
Buy
Price Targets & DCF
Current price
9.37
Low
12.00
+28.1%
Consensus
13.33
+42.3%
Median
13.00
+38.7%
High
15.00
+60.1%
DCF (Unlevered)
38.36
+309.4%
DCF (Levered)
54.46
+481.3%
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)
71% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 4 | 0 |
| Hold | 1 | -1 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 4 |
17.50
+86.8%
|
Quality scores
Altman Z-Score
6.46
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Credit Services: +13.2%+21.7% ★ Q1'26: +6.2% (vs Q1'25)
-
EPS growth Financial - Credit Services: +24.0%+64.1% ★ Q1'26: +11,053.8% (vs Q1'25)
-
FCF margin FCF growth · Financial - Credit Services: +70.9%+9.9% Q1'26: +14.2% (vs Q1'25)
-
EBIT margin Financial - Credit Services: +28.7%+8.3% Q1'26: +12.8% (vs Q1'25)
-
ROIC Financial - Credit Services: +5.0%+18.0% ★ Q1'26: +29.7% (vs Q1'25)
-
Share dilution Financial - Credit Services: +0.0%-3.8% ★ Q1'26: -8.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×0.00× ★ Q1'26: 0.00× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 3 EPS Ana. |
Dec 2027 5 Rev. Ana. 3 EPS Ana. |
Dec 2028 3 Rev. Ana. 2 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
379.60M
est: 367.65M (+3.2%)
|
538.90M
est: 536.03M (+0.5%)
|
599.40M
est: 599.00M (+0.1%)
|
687.60M
est: 672.35M (+2.3%)
|
836.60M
est: 823.00M (+1.7%)
|
883.82M
860.74M – 906.94M
+7.4% YoY
|
939.88M
908.22M – 991.43M
+6.3% YoY
|
998.12M
996.03M – 1.00B
+6.2% YoY
|
1.02B
985.98M – 1.05B
+1.8% YoY
|
1.06B
1.03B – 1.10B
+4.2% YoY
|
| EBITDA |
-1.40M
est: 20.08M (-107.0%)
|
19.50M
est: 29.28M (-33.4%)
|
55.30M
est: 166.10M (-66.7%)
|
54.10M
est: 186.44M (-71.0%)
|
116.00M
est: 228.21M (-49.2%)
|
245.08M
238.68M – 251.49M
+7.4% YoY
|
260.62M
251.84M – 274.92M
+6.3% YoY
|
276.77M
276.19M – 277.35M
+6.2% YoY
|
281.87M
273.41M – 292.00M
+1.8% YoY
|
293.82M
285.00M – 304.38M
+4.2% YoY
|
| EBIT |
-36.40M
est: -7.36M (-394.7%)
|
-17.50M
est: -10.73M (-63.1%)
|
7.10M
est: 148.74M (-95.2%)
|
5.70M
est: 166.95M (-96.6%)
|
69.60M
est: 204.36M (-65.9%)
|
219.46M
213.73M – 225.20M
+7.4% YoY
|
233.38M
225.52M – 246.18M
+6.3% YoY
|
247.84M
247.32M – 248.36M
+6.2% YoY
|
252.40M
244.83M – 261.48M
+1.8% YoY
|
263.11M
255.21M – 272.56M
+4.2% YoY
|
| Net Income |
-42.50M
est: -61.77M (+31.2%)
|
-10.20M
est: -14.88M (+31.4%)
|
-11.80M
est: -11.10M (-6.3%)
|
30.40M
est: -8.34M (+464.6%)
|
48.70M
est: 47.58M (+2.4%)
|
72.88M
70.74M – 75.01M
+53.2% YoY
|
92.14M
89.32M – 94.96M
+26.4% YoY
|
114.93M
104.70M – 125.16M
+24.7% YoY
|
97.15M
93.36M – 101.69M
-15.5% YoY
|
103.98M
99.92M – 108.84M
+7.0% YoY
|
| SGA |
309.80M
est: 284.26M (+9.0%)
|
433.80M
est: 414.45M (+4.7%)
|
461.30M
est: 470.92M (-2.0%)
|
532.20M
est: 528.59M (+0.7%)
|
641.00M
est: 647.02M (-0.9%)
|
694.84M
676.69M – 713.01M
+7.4% YoY
|
738.91M
714.02M – 779.44M
+6.3% YoY
|
784.70M
783.06M – 786.34M
+6.2% YoY
|
799.15M
775.16M – 827.88M
+1.8% YoY
|
833.03M
808.02M – 862.98M
+4.2% YoY
|
| EPS |
-0.63
est: -0.78 (+19.5%)
|
-0.14
est: -0.19 (+25.8%)
|
-0.15
est: -0.14 (-4.5%)
|
0.40
est: -0.10 (+513.8%)
|
0.66
est: 0.63 (+5.3%)
|
0.95
0.93 – 0.99
+52.3% YoY
|
1.21
1.18 – 1.25
+27.2% YoY
|
1.51
1.38 – 1.65
+24.7% YoY
|
1.28
1.23 – 1.34
-15.5% YoY
|
1.37
1.32 – 1.43
+7.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
145.63M
OE per share TTM
1.96
Owner's Yield
19.07%
Maintenance CapEx ratio
4.06%
Maint CapEx / Avg PPE
9.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
33
Total invested
18.20M
Insider transactions (90d)
0
Beneficial owners (>5%)
18
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Innovius Capital GP I, LLC | 5.21M | 15.30% | — | 5.21M | — | 5.21M | OO | Delaware | 2022-02-14 | ↗ |
| 2 | Innovius Capital Sirius I, L.P. | 5.21M | 15.30% | — | 5.21M | — | 5.21M | PN | — | 2022-02-14 | ↗ |
| 3 | Justin R. Moore | 5.21M | 15.30% | — | 5.21M | — | 5.21M | IN | States of America | 2022-02-14 | ↗ |
| 4 | Dennis B. Phelps | 4.45M | 13.00% | — | 4.45M | — | 4.45M | IN | — | 2022-02-14 | ↗ |
| 5 | Institutional Venture Management XIV, LLC | 4.45M | 13.00% | — | 4.45M | — | 4.45M | OO | Delaware | 2022-02-14 | ↗ |
| 6 | Institutional Venture Partners XIV, L.P. | 4.45M | 13.00% | — | 4.45M | — | 4.45M | PN | Delaware | 2022-02-14 | ↗ |
| 7 | J. Sanford Miller | 4.45M | 13.00% | — | 4.45M | — | 4.45M | IN | — | 2022-02-14 | ↗ |
| 8 | Jules A. Maltz | 4.45M | 13.00% | — | 4.45M | — | 4.45M | IN | — | 2022-02-14 | ↗ |
| 9 | Norman A. Fogelsong | 4.45M | 13.00% | — | 4.45M | — | 4.45M | IN | — | 2022-02-14 | ↗ |
| 10 | Stephen J. Harrick | 4.45M | 13.00% | — | 4.45M | — | 4.45M | IN | — | 2022-02-14 | ↗ |
| 11 | Todd C. Chaffee | 4.45M | 13.00% | — | 4.45M | — | 4.45M | IN | — | 2022-02-14 | ↗ |
| 12 | Collin McBirney | 3.61M | 7.60% | — | 3.61M | — | 3.61M | HC, IN | California | 2024-08-19 | ↗ |
| 13 | Topline Capital Management, LLC | 3.61M | 7.60% | 3.61M | — | 3.61M | — | IA | California | 2024-08-19 | ↗ |
| 14 | Topline Capital Partners, LP | 3.61M | 7.60% | 3.61M | — | 3.61M | — | PN | California | 2024-08-19 | ↗ |
| 15 | The Vanguard Group - 23-1945930 | 3.13M | 7.33% | — | 38.9K | 3.08M | 50.0K | IA | Pennsylvania For | 2023-02-09 | ↗ |
| 16 | (1) BlackRock, Inc. | 2.54M | 5.70% | 2.50M | — | 2.54M | — | HC | Delaware | 2024-01-29 | ↗ |
| 17 | 85-4328500 | 2.32M | 5.20% | 847.3K | — | 2.32M | — | IA | Maryland | 2024-02-14 | ↗ |
| 18 | 52-0556948 | 2.00M | 5.80% | — | — | 2.00M | — | IA | Maryland | 2022-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
33
-130 vs prev Q
New positions
6
Closed positions
133
Increased
14
Reduced
13
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 | TOPLINE CAPITAL MANAGEMENT, LLC | 5.25M +— (+0.0%) | 71.15M +14.7M (+25.9%) | 6.94% -0.084 pp | 6.44% -3.277 pp | USD13.30 +1.9% | 5 qtrs — |
| 2 | VANGUARD GROUP INC | 3.70M -296.3K (-7.4%) | 50.11M +7.1M (+16.6%) | 4.88% -0.455 pp | 0.00% +0.000 pp | USD10.37 +30.7% | 17 qtrs — |
| 3 | BLACKROCK, INC. | 3.15M +116.8K (+3.8%) | 42.74M +10.1M (+30.8%) | 4.17% +0.106 pp | 0.00% +0.000 pp | USD12.49 +8.5% | 6 qtrs — |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.36M +231.2K (+20.4%) | 18.50M +6.3M (+51.6%) | 1.80% +0.287 pp | 0.01% +0.003 pp | USD12.38 +9.5% | 6 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.17M +55.0K (+4.9%) | 15.84M +3.9M (+32.1%) | 1.54% +0.055 pp | 0.00% +0.001 pp | USD11.82 +14.6% | 12 qtrs — |
| 6 | QUINN OPPORTUNITY PARTNERS LLC | 1.03M -49.4K (-4.6%) | 14.01M +2.4M (+20.2%) | 1.37% -0.083 pp | 0.59% -0.235 pp | USD12.33 +9.9% | 6 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 928.5K -10.7K (-1.1%) | 12.58M +2.5M (+24.5%) | 1.23% -0.029 pp | 0.00% +0.000 pp | USD10.42 +30.0% | 17 qtrs — |
| 8 | STATE STREET CORP | 922.1K +28.8K (+3.2%) | 12.50M +2.9M (+30.0%) | 1.22% +0.024 pp | 0.00% +0.000 pp | USD11.00 +23.2% | 16 qtrs — |
| 9 | PRUDENTIAL FINANCIAL INC | 807.8K +702.8K (+669.6%) | 10.95M +9.8M (+869.1%) | 1.07% +0.927 pp | 0.01% +0.012 pp | USD13.21 +2.6% | 3 qtrs — |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 799.4K +70.3K (+9.6%) | 10.83M +3.0M (+38.1%) | 1.06% +0.081 pp | 0.02% +0.006 pp | USD12.68 +6.9% | 16 qtrs — |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | 624.5K +66.5K (+11.9%) | 8.46M +2.5M (+40.9%) | 0.82% +0.079 pp | 0.03% +0.009 pp | USD12.95 +4.6% | 11 qtrs — |
| 12 | D. E. SHAW & CO., INC. | 561.3K +168.7K (+43.0%) | 7.61M +3.4M (+80.0%) | 0.74% +0.217 pp | 0.00% +0.002 pp | USD13.76 -1.5% | 12 qtrs — |
| 13 | MILLENNIUM MANAGEMENT LLC | 538.4K +498.0K (+1,231.3%) | 7.30M +6.9M (+1,576.5%) | 0.71% +0.657 pp | 0.00% +0.003 pp | USD13.47 +0.6% | 16 qtrs — |
| 14 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 519.1K -368.7K (-41.5%) | 7.03M -2.5M (-26.4%) | 0.69% -0.501 pp | 0.02% -0.012 pp | USD13.05 +3.8% | 12 qtrs — |
| 15 | UBS GROUP AG | 489.6K +168.0K (+52.2%) | 6.63M +3.2M (+91.7%) | 0.65% +0.217 pp | 0.00% +0.001 pp | USD11.57 +17.1% | 17 qtrs — |
| 16 | TREXQUANT INVESTMENT LP | 448.9K -10.0K (-2.2%) | 6.08M +1.1M (+23.2%) | 0.59% -0.021 pp | 0.05% +0.003 pp | USD11.39 +19.0% | 12 qtrs — |
| 17 | FMR LLC | 377.7K +82.3K (+27.8%) | 5.12M +1.9M (+61.0%) | 0.50% +0.104 pp | 0.00% +0.000 pp | USD12.12 +11.8% | 17 qtrs — |
| 18 | NUVEEN, LLC | 330.6K +247.2K (+296.1%) | 4.48M +3.6M (+398.8%) | 0.44% +0.325 pp | 0.00% +0.001 pp | USD12.41 +9.2% | 4 qtrs — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 316.0K -15.7K (-4.7%) | 4.28M +712.5K (+20.0%) | 0.42% -0.026 pp | 0.00% +0.000 pp | USD10.32 +31.3% | 17 qtrs — |
| 20 | NORTHERN TRUST CORP | 310.8K -24.6K (-7.3%) | 4.21M +603.0K (+16.7%) | 0.41% -0.038 pp | 0.00% +0.000 pp | USD9.44 +43.5% | 17 qtrs — |
| 21 | LOS ANGELES CAPITAL MANAGEMENT LLC | 339.8K -16.2K (-4.5%) | 3.93M +104.5K (+2.7%) | 0.45% -0.027 pp | 0.01% +0.000 pp | USD11.88 +14.1% | 7 qtrs — |
| 22 | NFJ INVESTMENT GROUP, LLC | 253.2K -11.2K (-4.2%) | 3.43M +585.9K (+20.6%) | 0.33% -0.019 pp | 0.12% +0.026 pp | USD10.76 +25.9% | 2 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 250.4K +101.8K (+68.6%) | 3.39M +1.8M (+112.3%) | 0.33% +0.132 pp | 0.00% +0.000 pp | USD13.45 +0.7% | 16 qtrs — |
| 24 | ALLIANCEBERNSTEIN L.P. | 245.8K +82.2K (+50.2%) | 3.33M +1.6M (+89.2%) | 0.32% +0.106 pp | 0.00% +0.001 pp | USD11.73 +15.5% | 15 qtrs — |
| 25 | MORGAN STANLEY | 189.2K -168.2K (-47.1%) | 2.56M -1.3M (-33.3%) | 0.25% -0.228 pp | 0.00% 0.000 pp | USD12.24 +10.7% | 17 qtrs — |
| 26 | AQR CAPITAL MANAGEMENT LLC | 184.1K +2.3K (+1.3%) | 2.49M +538.5K (+27.5%) | 0.24% +0.000 pp | 0.00% +0.000 pp | USD11.04 +22.7% | 6 qtrs — |
| 27 | PEAK6 LLC | 179.7K +111.6K (+163.9%) | 2.43M +1.7M (+232.3%) | 0.24% +0.146 pp | 0.00% +0.004 pp | USD12.57 +7.8% | 5 qtrs — |
| 28 | AMERICAN CENTURY COMPANIES INC | 176.8K +97.1K (+121.8%) | 2.40M +1.5M (+179.3%) | 0.23% +0.127 pp | 0.00% +0.001 pp | USD12.50 +8.4% | 9 qtrs — |
| 29 | CENTAURUS FINANCIAL, INC. | 166.8K -8.2K (-4.7%) | 2.26M +378.0K (+20.1%) | 0.22% -0.014 pp | 0.10% +0.015 pp | USD15.48 -12.5% | 14 qtrs — |
| 30 | BANK OF AMERICA CORP /DE/ | 138.5K +83.5K (+151.9%) | 1.88M +1.3M (+217.2%) | 0.18% +0.110 pp | 0.00% +0.000 pp | USD12.90 +5.0% | 17 qtrs — |
| 31 | CITADEL ADVISORS LLC | 128.9K -304.7K (-70.3%) | 1.75M -2.9M (-62.6%) | 0.17% -0.409 pp | 0.00% 0.000 pp | USD12.92 +4.9% | 17 qtrs — |
| 32 | BANK OF NEW YORK MELLON CORP | 123.6K +20.8K (+20.2%) | 1.67M +568.3K (+51.4%) | 0.16% +0.026 pp | 0.00% +0.000 pp | USD11.17 +21.3% | 15 qtrs — |
| 33 | AMERIPRISE FINANCIAL INC | 122.0K -6.1K (-4.8%) | 1.65M +274.2K (+19.9%) | 0.16% -0.010 pp | 0.00% +0.000 pp | USD11.96 +13.3% | 9 qtrs — |
| 34 | TUDOR INVESTMENT CORP ET AL | 117.1K -144.2K (-55.2%) | 1.59M -1.2M (-43.6%) | 0.15% -0.195 pp | 0.00% -0.002 pp | USD10.76 +25.9% | 6 qtrs — |
| 35 | FIRST TRUST ADVISORS LP | 110.1K -5.9K (-5.1%) | 1.49M +243.3K (+19.5%) | 0.15% -0.010 pp | 0.00% +0.000 pp | USD10.76 +25.9% | 2 qtrs — |
| 36 | CREATIVE PLANNING | 109.0K +62.7K (+135.1%) | 1.48M +978.5K (+196.1%) | 0.14% +0.082 pp | 0.00% +0.001 pp | USD12.39 +9.4% | 3 qtrs — |
| 37 | JANUS HENDERSON GROUP PLC | 107.0K +88.6K (+481.4%) | 1.45M +1.3M (+631.5%) | 0.14% +0.117 pp | 0.00% +0.001 pp | USD12.84 +5.5% | 11 qtrs — |
| 38 | HRT FINANCIAL LP | 104.8K +104.8K (+100.0%) | 1.42M +1.4M (+100.0%) | 0.14% +0.138 pp | 0.00% +0.005 pp | USD13.55 +0.0% | 1 qtrs NEW |
| 39 | INVESCO LTD. | 103.2K +22.4K (+27.7%) | 1.40M +529.1K (+60.8%) | 0.14% +0.028 pp | 0.00% +0.000 pp | USD12.41 +9.2% | 15 qtrs — |
| 40 | JANE STREET GROUP, LLC | 93.4K +68.3K (+272.1%) | 1.27M +995.5K (+368.6%) | 0.12% +0.090 pp | 0.00% +0.000 pp | USD12.85 +5.4% | 3 qtrs — |
| 41 | BARCLAYS PLC | 85.6K +20.3K (+31.1%) | 1.16M +330.2K (+39.8%) | 0.11% +0.026 pp | 0.00% +0.000 pp | USD12.46 +8.7% | 15 qtrs — |
| 42 | STATE OF WISCONSIN INVESTMENT BOARD | 84.2K -16.6K (-16.5%) | 1.14M +56.3K (+5.2%) | 0.11% -0.024 pp | 0.00% +0.000 pp | USD10.97 +23.5% | 3 qtrs — |
| 43 | XTX TOPCO LTD | 74.8K +43.8K (+141.3%) | 1.01M +679.9K (+203.9%) | 0.10% +0.057 pp | 0.03% +0.009 pp | USD12.39 +9.4% | 2 qtrs — |
| 44 | SWISS NATIONAL BANK | 74.3K +5.5K (+8.0%) | 1.01M +266.5K (+36.0%) | 0.10% +0.006 pp | 0.00% +0.000 pp | USD10.00 +35.5% | 11 qtrs — |
| 45 | ENGINEERS GATE MANAGER LP | 71.2K +71.2K (+100.0%) | 964.5K +964.5K (+100.0%) | 0.09% +0.094 pp | 0.01% +0.011 pp | USD13.55 +0.0% | 6 qtrs — |
| 46 | QUBE RESEARCH & TECHNOLOGIES LTD | 68.7K +56.1K (+443.9%) | 931.2K +795.3K (+584.9%) | 0.09% +0.074 pp | 0.00% +0.001 pp | USD13.04 +3.9% | 2 qtrs — |
| 47 | QUEST PARTNERS LLC | 68.3K +42.1K (+160.8%) | 926.0K +644.0K (+228.4%) | 0.09% +0.055 pp | 0.05% +0.033 pp | USD12.12 +11.8% | 4 qtrs — |
| 48 | IEQ CAPITAL, LLC | 63.6K +11.2K (+21.4%) | 862.2K +298.2K (+52.9%) | 0.08% +0.014 pp | 0.00% +0.001 pp | USD9.95 +36.2% | 4 qtrs — |
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60.4K -11.0K (-15.4%) | 818.4K +50.2K (+6.5%) | 0.08% -0.016 pp | 0.00% +0.000 pp | USD11.82 +14.6% | 17 qtrs — |
| 50 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 60.4K +10.3K (+20.5%) | 818.0K +279.0K (+51.8%) | 0.08% +0.013 pp | 0.19% +0.094 pp | USD11.79 +14.9% | 5 qtrs — |
| 51 | PDT PARTNERS, LLC | 60.0K -108.9K (-64.5%) | 813.6K -1.0M (-55.2%) | 0.08% -0.147 pp | 0.05% -0.062 pp | USD11.36 +19.3% | 10 qtrs — |
| 52 | JPMORGAN CHASE & CO | 57.2K -40.9K (-41.7%) | 774.4K -280.3K (-26.6%) | 0.08% -0.056 pp | 0.00% +0.000 pp | USD11.24 +20.6% | 16 qtrs — |
| 53 | STATE OF WYOMING | 55.9K -12.7K (-18.5%) | 757.2K +19.7K (+2.7%) | 0.07% -0.018 pp | 0.08% -0.001 pp | USD11.45 +18.3% | 15 qtrs — |
| 54 | BROWN BROTHERS HARRIMAN & CO | 53.7K +53.7K (+100.0%) | 727.3K +727.3K (+100.0%) | 0.07% +0.071 pp | 0.00% +0.004 pp | USD13.55 +0.0% | 1 qtrs NEW |
| 55 | RHUMBLINE ADVISERS | 51.2K -8.0K (-13.5%) | 694.4K +56.9K (+8.9%) | 0.07% -0.012 pp | 0.00% +0.000 pp | USD10.00 +35.5% | 15 qtrs — |
| 56 | WELLS FARGO & COMPANY/MN | 49.8K +21.5K (+75.8%) | 675.0K +370.1K (+121.4%) | 0.07% +0.028 pp | 0.00% +0.000 pp | USD13.08 +3.6% | 17 qtrs — |
| 57 | UBS ASSET MANAGEMENT AMERICAS INC | 49.5K +17.2K (+53.2%) | 670.8K +323.1K (+92.9%) | 0.07% +0.022 pp | 0.00% +0.000 pp | USD13.41 +1.0% | 10 qtrs — |
| 58 | RUSSELL INVESTMENTS GROUP, LTD. | 47.5K +9.8K (+25.9%) | 643.1K +237.3K (+58.5%) | 0.06% +0.012 pp | 0.00% +0.000 pp | USD13.10 +3.4% | 11 qtrs — |
| 59 | LEGAL & GENERAL GROUP PLC | 46.4K -3.8K (-7.5%) | 628.6K +88.8K (+16.5%) | 0.06% -0.006 pp | 0.00% +0.000 pp | USD11.03 +22.8% | 15 qtrs — |
| 60 | — | 45.8K +45.8K (+100.0%) | 620.2K +620.2K (+100.0%) | 0.06% +0.061 pp | 0.34% +0.345 pp | USD13.55 +0.0% | 1 qtrs NEW |
| 61 | MAGNETAR FINANCIAL LLC | 45.2K +45.2K (+100.0%) | 611.9K +611.9K (+100.0%) | 0.06% +0.060 pp | 0.01% +0.006 pp | USD13.55 +0.0% | 4 qtrs — |
| 62 | POINT72 ASSET MANAGEMENT, L.P. | 42.7K +42.7K (+100.0%) | 578.6K +578.6K (+100.0%) | 0.06% +0.056 pp | 0.00% +0.001 pp | USD13.55 +0.0% | 1 qtrs NEW |
| 63 | VERSOR INVESTMENTS LP | 40.7K +20.9K (+105.4%) | 551.9K +338.5K (+158.6%) | 0.05% +0.027 pp | 0.09% +0.047 pp | USD12.99 +4.3% | 5 qtrs — |
| 64 | CANADA PENSION PLAN INVESTMENT BOARD | 40.0K +40.0K (+100.0%) | 542.0K +542.0K (+100.0%) | 0.05% +0.053 pp | 0.00% +0.000 pp | USD13.55 +0.0% | 1 qtrs NEW |
| 65 | STRS OHIO | 37.6K +— (+0.0%) | 509.5K +104.9K (+25.9%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD11.31 +19.8% | 11 qtrs — |
| 66 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 37.1K +58.0 (+0.2%) | 502.6K +104.1K (+26.1%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD9.31 +45.5% | 15 qtrs — |
| 67 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 36.2K +36.2K (+100.0%) | 489.9K +489.9K (+100.0%) | 0.05% +0.048 pp | 0.00% +0.004 pp | USD13.55 +0.0% | 3 qtrs — |
| 68 | TWO SIGMA ADVISERS, LP | 36.1K +10.0K (+38.3%) | 489.2K +208.3K (+74.2%) | 0.05% +0.013 pp | 0.00% +0.000 pp | USD13.09 +3.5% | 7 qtrs — |
| 69 | PRICE T ROWE ASSOCIATES INC /MD/ | 35.5K +2.4K (+7.4%) | 482.0K +125.0K (+35.0%) | 0.05% +0.003 pp | 0.00% +0.000 pp | USD13.19 +2.7% | 17 qtrs — |
| 70 | AVIVA PLC | 33.3K -12.1K (-26.6%) | 451.8K -36.7K (-7.5%) | 0.04% -0.017 pp | 0.00% 0.000 pp | USD9.13 +48.4% | 4 qtrs — |
| 71 | PANAGORA ASSET MANAGEMENT INC | 33.0K +33.0K (+100.0%) | 447.5K +447.5K (+100.0%) | 0.04% +0.044 pp | 0.00% +0.002 pp | USD13.55 +0.0% | 1 qtrs NEW |
| 72 | BADGLEY PHELPS WEALTH MANAGERS, LLC | 32.3K -8.0K (-19.9%) | 437.4K +4.0K (+0.9%) | 0.04% -0.011 pp | 0.01% -0.001 pp | USD14.72 -7.9% | 9 qtrs — |
| 73 | NUMERAI GP LLC | 31.2K +31.2K (+100.0%) | 422.9K +422.9K (+100.0%) | 0.04% +0.041 pp | 0.05% +0.051 pp | USD13.55 +0.0% | 1 qtrs NEW |
| 74 | Y-INTERCEPT (HONG KONG) LTD | 30.3K -148.6K (-83.0%) | 411.0K -1.5M (-78.6%) | 0.04% -0.199 pp | 0.01% -0.037 pp | USD10.10 +34.2% | 4 qtrs — |
| 75 | BALYASNY ASSET MANAGEMENT L.P. | 30.1K +15.9K (+111.4%) | 408.0K +254.7K (+166.2%) | 0.04% +0.021 pp | 0.00% +0.000 pp | USD12.23 +10.8% | 10 qtrs — |
| 76 | RBF CAPITAL, LLC | 30.0K -5.0K (-14.3%) | 406.5K +29.9K (+7.9%) | 0.04% -0.007 pp | 0.02% +0.001 pp | USD14.72 -7.9% | 9 qtrs — |
| 77 | SG AMERICAS SECURITIES, LLC | 29.6K -11.0K (-27.0%) | 401.0K -35.0K (-8.0%) | 0.04% -0.015 pp | 0.00% -0.001 pp | USD11.89 +14.0% | 9 qtrs — |
| 78 | DEUTSCHE BANK AG\ | 29.5K -100.9K (-77.4%) | 399.7K -1.0M (-71.5%) | 0.04% -0.135 pp | 0.00% 0.000 pp | USD11.50 +17.8% | 15 qtrs — |
| 79 | GLOBEFLEX CAPITAL L P | 28.5K +— (+0.0%) | 386.0K +79.5K (+25.9%) | 0.04% -0.001 pp | 0.06% +0.012 pp | USD10.76 +25.9% | 2 qtrs — |
| 80 | BNP PARIBAS ARBITRAGE, SNC | 27.8K -201.7K (-87.9%) | 376.1K -2.1M (-84.8%) | 0.04% -0.270 pp | 0.00% -0.001 pp | USD11.23 +20.7% | 5 qtrs — |
| 81 | CAXTON ASSOCIATES LLP | 26.3K +26.3K (+100.0%) | 356.6K +356.6K (+100.0%) | 0.03% +0.035 pp | 0.01% +0.007 pp | USD13.55 +0.0% | 1 qtrs NEW |
| 82 | VERITION FUND MANAGEMENT LLC | 24.9K -2.3K (-8.4%) | 336.9K +44.8K (+15.3%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD12.46 +8.7% | 6 qtrs — |
| 83 | METLIFE INVESTMENT MANAGEMENT, LLC | 24.3K +— (+0.0%) | 328.9K +67.7K (+25.9%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD9.62 +40.9% | 15 qtrs — |
| 84 | JANNEY MONTGOMERY SCOTT LLC | 24.0K -59.2K (-71.1%) | 325.0K -570.0K (-63.7%) | 0.03% -0.080 pp | 0.00% -0.001 pp | USD10.76 +25.9% | 2 qtrs — |
| 85 | LAZARD ASSET MANAGEMENT LLC | 24.0K +2.8K (+13.3%) | 325.0K +97.1K (+42.6%) | 0.03% +0.003 pp | 0.00% +0.000 pp | USD11.19 +21.1% | 3 qtrs — |
| 86 | PHARVISION ADVISERS, LLC | 23.5K +23.5K (+100.0%) | 318.2K +318.2K (+100.0%) | 0.03% +0.031 pp | 0.16% +0.161 pp | USD13.55 +0.0% | 1 qtrs NEW |
| 87 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 23.1K -13.8K (-37.3%) | 313.0K -83.6K (-21.1%) | 0.03% -0.019 pp | 0.07% -0.046 pp | USD9.05 +49.7% | 4 qtrs — |
| 88 | MACKENZIE FINANCIAL CORP | 22.3K +22.3K (+100.0%) | 310.1K +310.1K (+100.0%) | 0.03% +0.029 pp | 0.00% +0.000 pp | USD13.55 +0.0% | 1 qtrs NEW |
| 89 | GROUP ONE TRADING, L.P. | 22.8K +16.0K (+235.2%) | 309.5K +236.2K (+322.1%) | 0.03% +0.021 pp | 0.00% +0.000 pp | USD12.72 +6.5% | 2 qtrs — |
| 90 | MARTINGALE ASSET MANAGEMENT L P | 22.7K -2.9K (-11.5%) | 307.3K +31.6K (+11.5%) | 0.03% -0.004 pp | 0.01% +0.001 pp | USD10.76 +25.9% | 2 qtrs — |
| 91 | VONTOBEL HOLDING LTD. | 21.2K -2.5K (-10.4%) | 286.6K +32.6K (+12.8%) | 0.03% -0.004 pp | 0.00% +0.000 pp | USD9.33 +45.2% | 11 qtrs — |
| 92 | MAN GROUP PLC | 20.8K +20.8K (+100.0%) | 282.0K +282.0K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.001 pp | USD13.55 +0.0% | 1 qtrs NEW |
| 93 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 19.9K +521.0 (+2.7%) | 269.0K +61.0K (+29.3%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD13.80 -1.8% | 7 qtrs — |
| 94 | BAILARD, INC. | 19.6K +19.6K (+100.0%) | 265.6K +265.6K (+100.0%) | 0.03% +0.026 pp | 0.01% +0.006 pp | USD13.55 +0.0% | 5 qtrs — |
| 95 | QUANTINNO CAPITAL MANAGEMENT LP | 18.8K +7.6K (+67.6%) | 255.4K +134.4K (+111.0%) | 0.02% +0.010 pp | 0.00% +0.000 pp | USD11.88 +14.1% | 2 qtrs — |
| 96 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 18.1K +3.3K (+22.7%) | 245.5K +86.6K (+54.5%) | 0.02% +0.004 pp | 0.00% +0.000 pp | USD10.52 +28.8% | 11 qtrs — |
| 97 | INTECH INVESTMENT MANAGEMENT LLC | 16.4K -2.5K (-13.3%) | 221.9K +18.7K (+9.2%) | 0.02% -0.004 pp | 0.00% +0.000 pp | USD12.02 +12.7% | 6 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 88 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR FactSet Innovative Technology ETF XITK | 0.64% | 464.5K | 0.45% |
| 2 | Distillate Small/Mid Cash Flow ETF DSMC | 0.51% | 664.5K | 0.55% |
| 3 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.35% | 900.2K | 0.65% |
| 4 | iShares US Small Cap Value Factor ETF SVAL | 0.29% | 583.4K | 0.20% |
| 5 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.22% | 63.1K | 0.60% |
| 6 | Vanguard U.S. Value Factor ETF VFVA | 0.13% | 1.09M | 0.13% |
| 7 | Vanguard U.S. Quality Factor ETF VFQY | 0.13% | 584.2K | 0.13% |
| 8 | Principal U.S. Small-Cap Multi-Factor ETF PSC | 0.11% | 1.47M | 0.38% |
| 9 | Applied Finance IVS US SMID ETF IVSS | 0.10% | 12.6K | 0.59% |
| 10 | Fidelity Enhanced Small Cap ETF FESM | 0.09% | 5.09M | 0.28% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
—
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+0
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-03 | Mischner Sam Brian | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 251,297 | D | ↗ |
| 2026-03-18 | Tatum Nicholas | Officer | A-Award | A | Class A Common Stock | 28,517 | 0.00 | — | 75,719 | D | ↗ |
| 2026-03-18 | Lee Jun Hyung | Officer | A-Award | A | Employee Stock Options (right to buy) | 256,653 | 10.18 | 2.61M | 831,916 | D | ↗ |
| 2026-03-17 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 6,154 | 10.26 | 63.1K | 349,441 | I | ↗ |
| 2026-03-12 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 211 | 10.60 | 2.2K | 355,595 | I | ↗ |
| 2026-03-05 | Tatum Nicholas | Officer | S-Sale | D | Class A Common Stock | 10,151 | 11.45 | 116.2K | 47,202 | D | ↗ |
| 2026-03-04 | Tatum Nicholas | Officer | S-Sale | D | Class A Common Stock | 298 | 11.45 | 3.4K | 57,948 | D | ↗ |
| 2026-03-02 | YOUNT SAMUEL | Officer | F-InKind | D | Class A Common Stock | 3,779 | 11.08 | 41.9K | 433,578 | D | ↗ |
| 2026-03-02 | Tatum Nicholas | Officer | F-InKind | D | Class A Common Stock | 2,827 | 11.08 | 31.3K | 58,841 | D | ↗ |
| 2026-03-02 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 11,095 | 11.08 | 122.9K | 562,192 | D | ↗ |
| 2025-12-03 | Tatum Nicholas | Officer | S-Sale | D | Class A Common Stock | 1,191 | 15.93 | 19.0K | 62,263 | D | ↗ |
| 2025-12-02 | YOUNT SAMUEL | Officer | F-InKind | D | Class A Common Stock | 4,862 | 15.41 | 74.9K | 437,357 | D | ↗ |
| 2025-12-02 | Tatum Nicholas | Officer | F-InKind | D | Class A Common Stock | 2,511 | 15.41 | 38.7K | 63,454 | D | ↗ |
| 2025-12-02 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 15,309 | 15.41 | 235.9K | 573,287 | D | ↗ |
| 2025-11-26 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 10,000 | 15.07 | 150.7K | 374,061 | I | ↗ |
| 2025-11-24 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 5,040 | 14.28 | 72.0K | 384,061 | I | ↗ |
| 2025-11-24 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | G-Gift | D | Class B Common Stock | 3,741,387 | 0.00 | — | 0 | I | ↗ |
| 2025-11-14 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 521 | 14.25 | 7.4K | 389,101 | I | ↗ |
| 2025-11-13 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 14,439 | 14.34 | 207.1K | 387,312 | I | ↗ |
| 2025-10-02 | Tatum Nicholas | Officer | S-Sale | D | Class A Common Stock | 4,272 | 10.76 | 46.0K | 68,020 | D | ↗ |
| 2025-09-02 | YOUNT SAMUEL | Officer | F-InKind | D | Class A Common Stock | 4,862 | 10.26 | 49.9K | 440,835 | D | ↗ |
| 2025-09-02 | Tatum Nicholas | Officer | F-InKind | D | Class A Common Stock | 2,511 | 10.26 | 25.8K | 72,292 | D | ↗ |
| 2025-09-02 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 15,310 | 10.26 | 157.1K | 588,596 | D | ↗ |
| 2025-07-11 | YOUNT SAMUEL | Officer | F-InKind | D | Class A Common Stock | 201,544 | 10.59 | 2.13M | 445,697 | D | ↗ |
| 2025-06-03 | YOUNT SAMUEL | Officer | A-Award | A | Class A Common Stock | 62,790 | 0.00 | — | 647,241 | D | ↗ |
| 2025-06-02 | YOUNT SAMUEL | Officer | F-InKind | D | Class A Common Stock | 2,067 | 10.52 | 21.7K | 584,451 | D | ↗ |
| 2025-06-02 | Tatum Nicholas | Officer | F-InKind | D | Class A Common Stock | 1,985 | 10.52 | 20.9K | 74,803 | D | ↗ |
| 2025-06-02 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 15,309 | 10.52 | 161.1K | 603,906 | D | ↗ |
| 2025-05-22 | Ling Anthony | Director | A-Award | A | Class A Common Stock | 17,996 | 0.00 | — | 17,996 | D | ↗ |
| 2025-05-21 | MCBRIDE KENNETH THOMAS | Director | A-Award | A | Class A Common Stock | 18,137 | 0.00 | — | 71,032 | D | ↗ |
| 2025-05-21 | Laube Lynne Marie | Director | A-Award | A | Class A Common Stock | 18,137 | 0.00 | — | 60,133 | D | ↗ |
| 2025-05-21 | Ceran Jennifer | Director | A-Award | A | Class A Common Stock | 18,137 | 0.00 | — | 54,236 | D | ↗ |
| 2025-03-21 | Tatum Nicholas | Officer | A-Award | A | Class A Common Stock | 26,178 | 0.00 | — | 76,788 | D | ↗ |
| 2025-03-18 | YOUNT SAMUEL | Officer | A-Award | A | Class A Common Stock | 66,306 | 0.00 | — | 585,657 | D | ↗ |
| 2025-03-17 | Lee Jun Hyung | Officer | A-Award | A | Class A Common Stock | 119,847 | 0.00 | — | 119,847 | D | ↗ |
| 2025-03-07 | Tatum Nicholas | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 50,610 | D | ↗ |
| 2025-03-03 | StClair Lauren | Officer | F-InKind | D | Class A Common Stock | 5,494 | 10.09 | 55.4K | 307,606 | D | ↗ |
| 2025-03-03 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 11,077 | 10.09 | 111.8K | 619,215 | D | ↗ |
| 2025-01-03 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 106,278 | 13.46 | 1.43M | 401,751 | I | ↗ |
| 2025-01-02 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 146,864 | 13.49 | 1.98M | 254,237 | I | ↗ |
| 2024-12-30 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 1,001 | 13.45 | 13.5K | 401,101 | I | ↗ |
| 2024-12-19 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 14,079 | 12.70 | 178.8K | 803,503 | I | ↗ |
| 2024-12-18 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 102,947 | 13.14 | 1.35M | 817,582 | I | ↗ |
| 2024-12-17 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 76,327 | 13.41 | 1.02M | 920,529 | I | ↗ |
| 2024-12-16 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 47,547 | 13.39 | 636.7K | 996,856 | I | ↗ |
| 2024-12-13 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 50,775 | 13.40 | 680.4K | 1,044,403 | I | ↗ |
| 2024-12-12 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 66,647 | 13.63 | 908.4K | 1,095,178 | I | ↗ |
| 2024-12-11 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 43,432 | 13.79 | 598.9K | 1,161,825 | I | ↗ |
| 2024-12-02 | YOUNT SAMUEL | Officer | F-InKind | D | Class A Common Stock | 1,331 | 14.04 | 18.7K | 519,351 | D | ↗ |
| 2024-12-02 | StClair Lauren | Officer | S-Sale | D | Class A Common Stock | 11,856 | 14.04 | 166.5K | 313,100 | D | ↗ |
| 2024-12-02 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 15,310 | 14.04 | 215.0K | 630,292 | D | ↗ |
| 2024-10-22 | Topline Capital Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 412,055 | 11.35 | 4.68M | 5,251,145 | D | ↗ |
| 2024-10-22 | Topline Capital Management, LLC | Other | P-Purchase | A | Common Stock | 412,055 | 11.35 | 4.68M | 5,251,145 | I | ↗ |
| 2024-10-21 | Topline Capital Partners, LP | 10% Owner | P-Purchase | A | Common Stock | 49,722 | 12.05 | 599.2K | 4,839,090 | D | ↗ |
| 2024-10-21 | Topline Capital Management, LLC | Other | P-Purchase | A | Common Stock | 49,722 | 12.05 | 599.2K | 4,839,090 | I | ↗ |
| 2024-10-18 | Topline Capital Partners, LP | 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 4,789,368 | D | ↗ |
| 2024-10-18 | Topline Capital Management, LLC | Other | — | — | Common Stock | 0 | 0.00 | — | 4,789,368 | I | ↗ |
| 2024-09-03 | YOUNT SAMUEL | Officer | F-InKind | D | Class A Common Stock | 1,327 | 12.60 | 16.7K | 519,733 | — | ↗ |
| 2024-09-03 | StClair Lauren | Officer | F-InKind | D | Class A Common Stock | 11,913 | 12.60 | 150.1K | 324,007 | — | ↗ |
| 2024-09-03 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 14,485 | 12.60 | 182.5K | 645,602 | — | ↗ |
| 2024-08-19 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 5,000 | 12.01 | 60.1K | 2,329,471 | — | ↗ |
| 2024-07-03 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 7,500 | 15.04 | 112.8K | 2,334,471 | — | ↗ |
| 2024-07-02 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 5,000 | 14.66 | 73.3K | 2,341,971 | — | ↗ |
| 2024-06-03 | YOUNT SAMUEL | Officer | F-InKind | D | Class A Common Stock | 886 | 13.89 | 12.3K | 2,346,971 | — | ↗ |
| 2024-06-03 | StClair Lauren | Officer | F-InKind | D | Class A Common Stock | 12,019 | 13.89 | 166.9K | 335,920 | — | ↗ |
| 2024-06-03 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 10,779 | 13.89 | 149.7K | 660,087 | — | ↗ |
| 2024-05-24 | Ceran Jennifer | Director | S-Sale | D | Class A Common Stock | 5,897 | 13.70 | 80.8K | 36,099 | — | ↗ |
| 2024-05-14 | TAYLOR MAURICE KEVIN | Director | A-Award | A | Class A Common Stock | 11,061 | 0.00 | — | 45,320 | — | ↗ |
| 2024-05-14 | MCBRIDE KENNETH THOMAS | Director | A-Award | A | Class A Common Stock | 11,061 | 0.00 | — | 52,895 | — | ↗ |
| 2024-05-14 | Laube Lynne Marie | Director | A-Award | A | Class A Common Stock | 11,061 | 0.00 | — | 41,996 | — | ↗ |
| 2024-05-14 | Ceran Jennifer | Director | A-Award | A | Class A Common Stock | 11,061 | 0.00 | — | 41,996 | — | ↗ |
| 2024-03-21 | Yuann Kevin | Officer | A-Award | A | Class A Common Stock | 59,340 | 0.00 | — | 282,818 | — | ↗ |
| 2024-03-21 | StClair Lauren | Officer | A-Award | A | Class A Common Stock | 98,661 | 0.00 | — | 347,939 | — | ↗ |
| 2024-03-05 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 1,335 | 16.71 | 22.3K | 2,347,857 | — | ↗ |
| 2024-03-01 | Yuann Kevin | Officer | F-InKind | D | Class A Common Stock | 3,018 | 16.91 | 51.0K | 223,478 | — | ↗ |
| 2024-03-01 | YOUNT SAMUEL | Officer | F-InKind | D | Class A Common Stock | 1,050 | 16.91 | 17.8K | 2,349,192 | — | ↗ |
| 2024-03-01 | StClair Lauren | Officer | F-InKind | D | Class A Common Stock | 10,318 | 16.91 | 174.5K | 249,278 | — | ↗ |
| 2024-03-01 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 10,930 | 16.91 | 184.8K | 670,866 | — | ↗ |
| 2024-02-23 | YOUNT SAMUEL | Officer | S-Sale | D | Class A Common Stock | 6,309 | 16.17 | 102.0K | 2,350,242 | — | ↗ |
| 2023-12-12 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | G-Gift | D | Class B Common Stock | 1,932,076 | 0.00 | — | 16,744,369 | — | ↗ |
| 2023-12-05 | Yuann Kevin | Officer | F-InKind | D | Class A Common Stock | 2,730 | 12.08 | 33.0K | 226,496 | — | ↗ |
| 2023-12-05 | YOUNT SAMUEL | Officer | F-InKind | D | Class A Common Stock | 1,345 | 12.08 | 16.2K | 2,356,551 | — | ↗ |
| 2023-12-05 | StClair Lauren | Officer | F-InKind | D | Class A Common Stock | 10,418 | 12.08 | 125.8K | 259,596 | — | ↗ |
| 2023-12-05 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 13,377 | 12.08 | 161.6K | 681,796 | — | ↗ |
| 2023-11-10 | TAYLOR MAURICE KEVIN | Director | G-Gift | D | Class A Common Stock | 8,769 | 0.00 | — | 34,259 | — | ↗ |
| 2023-11-02 | TAYLOR MAURICE KEVIN | Director | S-Sale | D | Class A Common Stock | 800 | 11.04 | 8.8K | 43,028 | — | ↗ |
| 2023-09-12 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 6,650 | 8.21 | 54.6K | 695,173 | — | ↗ |
| 2023-09-11 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 23,938 | 8.40 | 201.1K | 688,523 | — | ↗ |
| 2023-09-05 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 2,570 | 8.96 | 23.0K | 229,226 | — | ↗ |
| 2023-09-01 | Yuann Kevin | Officer | F-InKind | D | Class A Common Stock | 2,731 | 9.14 | 25.0K | 231,796 | — | ↗ |
| 2023-09-01 | YOUNT SAMUEL | Officer | F-InKind | D | Class A Common Stock | 6,147 | 9.14 | 56.2K | 2,303,064 | — | ↗ |
| 2023-09-01 | StClair Lauren | Officer | F-InKind | D | Class A Common Stock | 10,621 | 9.14 | 97.1K | 270,014 | — | ↗ |
| 2023-09-01 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 10,446 | 9.14 | 95.5K | 664,585 | — | ↗ |
| 2023-06-02 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 2,570 | 9.97 | 25.6K | 234,527 | — | ↗ |
| 2023-06-01 | Yuann Kevin | Officer | F-InKind | D | Class A Common Stock | 2,731 | 9.58 | 26.2K | 237,097 | — | ↗ |
| 2023-06-01 | StClair Lauren | Officer | F-InKind | D | Class A Common Stock | 10,621 | 9.58 | 101.7K | 279,246 | — | ↗ |
| 2023-06-01 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 10,446 | 9.58 | 100.1K | 675,031 | — | ↗ |
| 2023-05-24 | TAYLOR MAURICE KEVIN | Director | A-Award | A | Class A Common Stock | 15,120 | 0.00 | — | 43,828 | — | ↗ |
| 2023-05-24 | MCBRIDE KENNETH THOMAS | Director | A-Award | A | Class A Common Stock | 15,120 | 0.00 | — | 41,834 | — | ↗ |
| 2023-05-24 | Laube Lynne Marie | Director | A-Award | A | Class A Common Stock | 15,120 | 0.00 | — | 30,935 | — | ↗ |
| 2023-05-24 | Ceran Jennifer | Director | A-Award | A | Class A Common Stock | 15,120 | 0.00 | — | 30,935 | — | ↗ |
| 2023-05-09 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 30,838 | 8.38 | 258.4K | 685,477 | — | ↗ |
| 2023-03-15 | Yuann Kevin | Officer | A-Award | A | Class A Common Stock | 5,178 | 0.00 | — | 197,234 | — | ↗ |
| 2023-03-15 | StClair Lauren | Officer | A-Award | A | Class A Common Stock | 78,845 | 0.00 | — | 284,689 | — | ↗ |
| 2023-03-15 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 234,785 | 0.00 | — | 645,639 | — | ↗ |
| 2023-03-03 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 1,225 | 21.58 | 26.4K | 192,056 | — | ↗ |
| 2023-03-02 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 2,357 | 21.14 | 49.8K | 193,281 | — | ↗ |
| 2023-03-01 | Yuann Kevin | Officer | F-InKind | D | Class A Common Stock | 1,576 | 20.42 | 32.2K | 195,638 | — | ↗ |
| 2023-03-01 | StClair Lauren | Officer | F-InKind | D | Class A Common Stock | 7,611 | 20.42 | 155.4K | 205,844 | — | ↗ |
| 2023-03-01 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | F-InKind | D | Class A Common Stock | 5,322 | 20.42 | 108.7K | 410,854 | — | ↗ |
| 2023-02-27 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 2,450 | 20.00 | 49.0K | 197,214 | — | ↗ |
| 2023-01-27 | YOUNT SAMUEL | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 2,306,618 | — | ↗ |
| 2023-01-17 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 6,526 | 10.23 | 66.8K | 199,664 | — | ↗ |
| 2022-12-23 | Caine John | Officer | — | D | Employee Stock Options (right to buy) | 274,014 | 15.01 | 4.11M | 0 | — | ↗ |
| 2022-12-16 | Chen Tim Chao-Ming | Officer | P-Purchase | A | Class A Common Stock | 26,888 | 9.29 | 249.8K | 416,176 | — | ↗ |
| 2022-12-12 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 1,500 | 9.97 | 15.0K | 206,190 | — | ↗ |
| 2022-12-05 | Caine John | Officer | S-Sale | D | Class A Common Stock | 27,974 | 11.95 | 334.2K | 126,973 | — | ↗ |
| 2022-12-02 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 1,188 | 12.94 | 15.4K | 207,690 | — | ↗ |
| 2022-12-01 | Yuann Kevin | Officer | F-InKind | D | Class A Common Stock | 1,325 | 13.17 | 17.5K | 208,878 | — | ↗ |
| 2022-12-01 | StClair Lauren | Officer | F-InKind | D | Class A Common Stock | 7,398 | 13.17 | 97.4K | 213,455 | — | ↗ |
| 2022-12-01 | Chen Tim Chao-Ming | Officer | F-InKind | D | Class A Common Stock | 5,042 | 13.17 | 66.4K | 389,288 | — | ↗ |
| 2022-12-01 | Caine John | Officer | F-InKind | D | Class A Common Stock | 11,015 | 13.17 | 145.1K | 154,947 | — | ↗ |
| 2022-11-11 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 1,500 | 13.14 | 19.7K | 210,203 | — | ↗ |
| 2022-11-07 | Institutional Venture Partners XIV, L.P. | Director | J-Other | D | Class A Common Stock | 800,000 | 0.00 | — | 3,654,541 | — | ↗ |
| 2022-10-11 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 1,500 | 11.28 | 16.9K | 211,703 | — | ↗ |
| 2022-10-03 | TAYLOR MAURICE KEVIN | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-10-01 | TAYLOR MAURICE KEVIN | Director | A-Award | A | Class A Common Stock | 28,708 | 0.00 | — | 28,708 | — | ↗ |
| 2022-09-01 | Yuann Kevin | Officer | F-InKind | D | Class A Common Stock | 1,362 | 10.28 | 14.0K | 214,703 | — | ↗ |
| 2022-09-01 | StClair Lauren | Officer | F-InKind | D | Class A Common Stock | 7,535 | 10.28 | 77.5K | 220,853 | — | ↗ |
| 2022-09-01 | Gillease Kelly | Officer | F-InKind | D | Class A Common Stock | 3,112 | 10.28 | 32.0K | 159,337 | — | ↗ |
| 2022-09-01 | Chen Tim Chao-Ming | Officer | F-InKind | D | Class A Common Stock | 5,177 | 10.28 | 53.2K | 394,330 | — | ↗ |
| 2022-08-10 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 1,500 | 10.11 | 15.2K | 216,065 | — | ↗ |
| 2022-08-09 | Chen Tim Chao-Ming | Officer | P-Purchase | A | Class A Common Stock | 10,000 | 9.85 | 98.5K | 399,507 | — | ↗ |
| 2022-07-11 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 1,500 | 8.83 | 13.2K | 217,565 | — | ↗ |
| 2022-07-01 | Chen Tim Chao-Ming | Officer | A-Award | A | Employee Stock Options (right to buy) | 586,778 | 0.00 | — | 586,778 | — | ↗ |
| 2022-06-09 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 1,500 | 11.14 | 16.7K | 219,065 | — | ↗ |
| 2022-06-02 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 1,155 | 11.90 | 13.7K | 220,565 | — | ↗ |
| 2022-06-02 | StClair Lauren | Officer | S-Sale | D | Class A Common Stock | 5,532 | 11.99 | 66.3K | 225,611 | — | ↗ |
| 2022-06-02 | Gillease Kelly | Officer | S-Sale | D | Class A Common Stock | 3,191 | 11.99 | 38.3K | 162,449 | — | ↗ |
| 2022-05-25 | Loverro Thomas | Director | A-Award | A | Class A Common Stock | 15,815 | 0.00 | — | 15,815 | — | ↗ |
| 2022-05-25 | Laube Lynne Marie | Director | A-Award | A | Class A Common Stock | 15,815 | 0.00 | — | 15,815 | — | ↗ |
| 2022-05-25 | Ceran Jennifer | Director | A-Award | A | Class A Common Stock | 15,815 | 0.00 | — | 15,815 | — | ↗ |
| 2022-05-09 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 3,524 | 8.08 | 28.5K | 223,116 | — | ↗ |
| 2022-04-01 | MCBRIDE KENNETH THOMAS | Director | A-Award | A | Class A Common Stock | 26,714 | 0.00 | — | 26,714 | — | ↗ |
| 2022-03-24 | Yuann Kevin | Officer | A-Award | A | Employee Stock Options (right to buy) | 85,616 | 0.00 | — | 85,616 | — | ↗ |
| 2022-03-24 | StClair Lauren | Officer | A-Award | A | Class A Common Stock | 85,616 | 0.00 | — | 231,143 | — | ↗ |
| 2022-03-24 | Gillease Kelly | Officer | A-Award | A | Class A Common Stock | 43,378 | 0.00 | — | 165,640 | — | ↗ |
| 2022-03-16 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | P-Purchase | A | Class A Common Stock | 10,000 | 10.60 | 106.0K | 120,000 | — | ↗ |
| 2022-03-14 | Chen Tim Chao-Ming | Officer | P-Purchase | A | Class A Common Stock | 10,000 | 10.58 | 105.8K | 120,000 | — | ↗ |
| 2022-03-08 | Chen Tim Chao-Ming | Officer | P-Purchase | A | Class A Common Stock | 13,794 | 11.33 | 156.3K | 100,000 | — | ↗ |
| 2022-03-07 | Chen Tim Chao-Ming | Officer | P-Purchase | A | Class A Common Stock | 61,106 | 9.80 | 598.8K | 61,106 | — | ↗ |
| 2022-03-02 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 869 | 9.51 | 8.3K | 192,394 | — | ↗ |
| 2022-03-02 | StClair Lauren | Officer | S-Sale | D | Class A Common Stock | 19,369 | 9.51 | 184.2K | 145,527 | — | ↗ |
| 2022-03-02 | Gillease Kelly | Officer | S-Sale | D | Class A Common Stock | 2,927 | 9.51 | 27.8K | 122,262 | — | ↗ |
| 2022-01-18 | Gillease Kelly | Officer | M-Exempt | A | Class A Common Stock | 88 | 14.00 | 1.2K | 125,189 | — | ↗ |
| 2021-12-30 | Gillease Kelly | Officer | M-Exempt | A | Class A Common Stock | 7,054 | 14.00 | 98.8K | 101,821 | — | ↗ |
| 2021-12-23 | Caine John | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 165,962 | — | ↗ |
| 2021-12-02 | Yuann Kevin | Officer | S-Sale | D | Class A Common Stock | 691 | 15.99 | 11.0K | 193,263 | — | ↗ |
| 2021-12-02 | Gillease Kelly | Officer | S-Sale | D | Class A Common Stock | 2,420 | 15.99 | 38.7K | 94,767 | — | ↗ |
| 2021-11-08 | ROBINSON JAMES D III | Director | C-Conversion | D | Series A Preferred Stock | 556,817 | 0.00 | — | 0 | — | ↗ |
| 2021-11-08 | Institutional Venture Management XIV, LLC | 10% Owner | C-Conversion | D | Series A Preferred Stock | 4,454,541 | 0.00 | — | 0 | — | ↗ |
| 2021-11-08 | Innovius Capital Sirius I, L.P. | 10% Owner | C-Conversion | D | Series A Preferred Stock | 5,603 | 0.00 | — | 0 | — | ↗ |
| 2021-11-08 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | C-Conversion | A | Class B Common Stock | 4,405,720 | 0.00 | — | 4,405,720 | — | ↗ |
| 2021-11-03 | Yuann Kevin | Officer | — | D | Common Stock | 0 | 0.00 | — | 4,688 | — | ↗ |
| 2021-11-03 | StClair Lauren | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 7,396 | — | ↗ |
| 2021-11-03 | ROBINSON JAMES D III | Director | — | I | Series A Preferred Stock | 556,817 | 0.00 | — | 0 | — | ↗ |
| 2021-11-03 | Loverro Thomas | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-03 | Institutional Venture Management XIV, LLC | 10% Owner | — | I | Series A Preferred Stock | 4,454,541 | 0.00 | — | 0 | — | ↗ |
| 2021-11-03 | Innovius Capital Sirius I, L.P. | 10% Owner | — | D | Class A Common Stock | 0 | 0.00 | — | 5,203,763 | — | ↗ |
| 2021-11-03 | Gillease Kelly | Officer | — | D | Common Stock | 0 | 0.00 | — | 18,519 | — | ↗ |
| 2021-11-03 | Chen Tim Chao-Ming | Director / Officer / 10% Owner | — | D | Employee Stock Options (right to buy) | 19,840 | 22.18 | 440.1K | 0 | — | ↗ |
| 2021-03-29 | Yuann Kevin | Officer | — | D | Employee Stock Options (right to buy) | 42,328 | 14.00 | 592.6K | 0 | — | ↗ |
| 2021-03-29 | Gillease Kelly | Officer | — | D | Employee Stock Options (right to buy) | 42,328 | 14.00 | 592.6K | 0 | — | ↗ |
| 2020-12-16 | StClair Lauren | Officer | — | D | Employee Stock Options (right to buy) | 307,604 | 13.52 | 4.16M | 0 | — | ↗ |
| 2020-11-11 | Laube Lynne Marie | Director | — | D | Employee Stock Options (right to buy) | 120,000 | 13.52 | 1.62M | 0 | — | ↗ |
| 2020-07-27 | Ceran Jennifer | Director | — | D | Employee Stock Options (right to buy) | 120,000 | 12.96 | 1.56M | 0 | — | ↗ |
| 2020-03-18 | Yuann Kevin | Officer | — | D | Employee Stock Options (right to buy) | 15,000 | 12.00 | 180.0K | 0 | — | ↗ |
| 2019-09-25 | Gillease Kelly | Officer | — | D | Employee Stock Options (right to buy) | 49,999 | 10.20 | 510.0K | 0 | — | ↗ |
| 2019-09-24 | Yuann Kevin | Officer | — | D | Employee Stock Options (right to buy) | 37,499 | 10.20 | 382.5K | 0 | — | ↗ |
| 2018-10-25 | Yuann Kevin | Officer | — | D | Employee Stock Options (right to buy) | 31,250 | 7.42 | 231.9K | 0 | — | ↗ |
| 2018-10-25 | Gillease Kelly | Officer | — | D | Employee Stock Options (right to buy) | 280,000 | 7.42 | 2.08M | 0 | — | ↗ |
| 2017-05-02 | Yuann Kevin | Officer | — | D | Employee Stock Options (right to buy) | 25,000 | 5.58 | 139.5K | 0 | — | ↗ |
| 2016-09-14 | Yuann Kevin | Officer | — | D | Employee Stock Options (right to buy) | 16,895 | 4.10 | 69.3K | 0 | — | ↗ |
| 2007-12-21 | WEXFORD CAPITAL LLC | 10% Owner | C-Conversion | A | Common Stock | 2,299,500 | 1.10 | 2.53M | 2,335,780 | — | ↗ |
| 2007-12-03 | WEXFORD CAPITAL LLC | 10% Owner | — | I | Special Warrants | 1,478,250 | 0.00 | — | 0 | — | ↗ |
| 2007-10-05 | WEXFORD CAPITAL LLC | 10% Owner | — | I | Common Stock, $0.01 par value | 0 | 0.00 | — | 18,720 | — | ↗ |
Executive team
Top executives
EBIT / Employee
107.1K
Shares Outstanding
74.30M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | John Lee Chief Financial Officer | 395.8K | — | 2.59M | 3.02M | 242.7K | 15.8K | 6.27M | 89.56% | ↗ |
| 2 | 2025 | Sam Yount Former Chief Business Officer | 423.0K | 1.67M | 1.26M | 1.47M | 146.7K | 16.1K | 4.98M | 54.78% | ↗ |
| 3 | 2025 | Tim Chen Chief Executive Officer and Chairman of the Board | 700.0K | — | — | — | 825.0K | 16.1K | 1.54M | 0.00% | ↗ |
| 4 | 2024 | Lauren StClair Chief Financial Officer | 770.0K | — | 1.55M | 822.6K | — | 16.0K | 3.16M | 75.13% | ↗ |
| 5 | 2024 | Sam Yount Chief Business Officer | 368.3K | 1.75M | — | — | — | 16.3K | 2.14M | 0.00% | ↗ |
| 6 | 2024 | Sam Yount Former Chief Business Officer | 368.3K | 1.75M | — | — | — | 16.3K | 2.14M | 0.00% | ↗ |
| 7 | 2024 | Tim Chen Chief Executive Officer and Chairman of the Board | 700.0K | — | — | — | 770.8K | 16.3K | 1.49M | 0.00% | ↗ |
| 8 | 2023 | Tim Chen Chief Executive Officer and Chairman of the Board | 687.5K | — | 5.84M | — | — | 15.3K | 6.55M | 89.26% | ↗ |
| 9 | 2023 | Lauren StClair Chief Financial Officer | 771.3K | 163.0K | 1.98M | — | — | 15.3K | 2.93M | 67.55% | ↗ |
| 10 | 2023 | Sam Yount Chief Business Officer | 350.0K | 1.67M | — | — | — | 11.8K | 2.03M | 0.00% | ↗ |
| 11 | 2023 | Sam Yount General Manager, Consumer Credit | 350.0K | 1.67M | — | — | — | 11.8K | 2.03M | 0.00% | ↗ |
| 12 | 2022 | Tim Chen Chief Executive Officer and Chairman of the Board | 625.0K | — | 2.00M | 2.64M | — | 14.6K | 5.27M | 87.87% | ↗ |
| 13 | 2022 | Lauren StClair Chief Financial Officer | 756.3K | — | 1.08M | 1.39M | — | 14.4K | 3.24M | 76.22% | ↗ |
| 14 | 2021 | Tim Chen Chief Executive Officer and Chairman of the Board | 535.3K | — | — | 4.85M | — | 13.8K | 5.40M | 89.83% | ↗ |
| 15 | 2021 | John Caine Chief Product Officer | 12.8K | — | 2.51M | 2.03M | — | — | 4.56M | 99.72% | ↗ |
| 16 | 2021 | Kelly Gillease Chief Marketing Officer | 466.3K | — | 1.84M | 448.5K | — | 13.6K | 2.77M | 82.65% | ↗ |
| 17 | 2020 | Tim Chen Chief Executive Officer and Chairman of the Board | 450.0K | — | — | — | 70.4K | 13.2K | 533.6K | 0.00% | ↗ |
| 18 | 2020 | Kelly Gillease Chief Marketing Officer | 453.3K | — | — | — | 55.7K | 13.5K | 522.5K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Samuel Yount | Chief Business Officer | 2M | male |
| Tim Chen | Co-founder, Chairman & Chief Executive Officer | 2M | male |
| Jun Hyung Lee | Chief Financial Officer | 759.2K | male |
| Jeanette Margle | Head of Content | — | female |
| Kim Lowe | Head of Content | — | female |
| Lynee Luque | Chief People Officer | — | female |
| Nicholas Tatum | Chief Accounting Officer | — | male |
| Robert Beaupre | Head of Content | — | male |
| Samantha Allen | Head of Content | — | female |
| Caitlin MacNamee | Investor Relations Officer | — | male |
| Tony Armstrong | Head of Content | — | male |
| Chris Hutchison | Head of Content | — | male |
ESG Rating
ESG Score History FINANCIAL - CREDIT 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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Community Opinion for NRDS
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.
