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Netskope, Inc. Class A Common Stock (NTSK)

USD14.27 +1.47 (+11.48%)
US NASDAQ Technology Software - Services
Address 2445 Augustine Drive 95054
Santa Clara, CA, US
CEO Sanjay Beri
IPO 2025-09-18
CIK 2063196 ISIN US64119N6085

Explore sections of this company profile

Description

Netskope, Inc. operates as a leading cloud security provider, offering its clients a comprehensive, unified platform known as "Netskope One." This integrated solution is meticulously engineered to ensure robust data protection, facilitate secure access, and deliver extensive visibility across various applications, web activity, and cloud services. Additionally, it incorporates advanced threat prevention capabilities and networking enhancements, specifically designed to secure and optimize modern workloads, including SaaS applications, web platforms, hybrid IT environments, and artificial intelligence operations.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD14.27 +1.47 (+11.48%)
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Volume Profile
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Liquidity & share structure
Average Volume
6M
Beta
3.26
Float Shares
386.76M
Free Float %
96.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-19.11% -13.68% -2.81% -5.29% -49.03% -42.82% -55.40% -55.40% -55.40% -55.40% -55.40%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (14 ratings, all time) Buy
Price Targets & DCF
Current price
14.27
Low 13.00 -8.9%
Consensus 16.27 +14.0%
Median 15.00 +5.1%
High 26.00 +82.2%
DCF (Levered) 2.98 -79.1%

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) 100% Bullish
Rating 2026-05 Change
Strong Buy 5 0
Buy 13 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
15.00
+5.1%
Last Quarter 3
16.33
+14.4%
Last Year 24
24.17
+69.4%
All Time 24
24.17
+69.4%
Quality scores
Altman Z-Score
-0.74
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Software - Services: +17.3%
    +31.7% Q2'26: +27.8% (vs Q2'25)
  • EPS growth Software - Services: +45.7%
    -69.2% Q2'26: -38.1% (vs Q2'25)
  • FCF margin FCF growth · Software - Services: +36.5%
    -96.9% Q2'26: -27.8% (vs Q2'25)
  • EBIT margin Software - Services: +5.3%
    +0.0% Q2'26: +0.0% (vs Q2'25)
  • ROIC Software - Services: +5.6%
    Q2'26: +0.0% (vs Q2'25)
  • Share dilution Software - Services: +0.0%
    +552.2% Q2'26: +4.8% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Services: -0.68×
    -1.16× Q2'26: -1.72× (vs Q2'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.86) × ERP
WACC = 97% × Ke + 3% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 14.27
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Jan 2026
13 Rev. Ana.
8 EPS Ana.
Jan 2027
14 Rev. Ana.
9 EPS Ana.
Jan 2028
15 Rev. Ana.
6 EPS Ana.
Jan 2029
3 Rev. Ana.
2 EPS Ana.
Revenue
702.07M
701.66M – 702.76M
878.21M
876.87M – 879.77M
+25.1% YoY
1.07B
1.06B – 1.08B
+22.1% YoY
1.28B
1.27B – 1.28B
+19.0% YoY
EBITDA
-455.59M
-456.04M – -455.33M
-569.89M
-570.90M – -569.02M
-25.1% YoY
-695.87M
-702.37M – -689.36M
-22.1% YoY
-828.05M
-831.00M – -825.09M
-19.0% YoY
EBIT
-520.54M
-521.05M – -520.23M
-651.13M
-652.28M – -650.14M
-25.1% YoY
-795.06M
-802.49M – -787.63M
-22.1% YoY
-946.08M
-949.46M – -942.71M
-19.0% YoY
Net Income
-1.14B
-1.14B – -1.14B
-381.71M
-386.13M – -330.58M
+66.6% YoY
29.11M
11.27M – 46.95M
+107.6% YoY
282.47M
281.77M – 283.18M
+870.4% YoY
SGA
549.33M
549.01M – 549.87M
687.14M
686.10M – 688.36M
+25.1% YoY
839.04M
831.20M – 846.88M
+22.1% YoY
998.41M
994.85M – 1.00B
+19.0% YoY
EPS
-0.53
-0.54 – -0.53
-0.17
-0.18 – -0.15
+68.6% YoY
0.02
0.01 – 0.02
+110.5% YoY
0.13
0.13 – 0.13
+652.8% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-21 Wells Fargo Overweight Overweight Maintain
2026-05-18 Keybanc Overweight Overweight Maintain
2026-05-01 Citizens Market Outperform Market Outperform Maintain
2026-04-15 Keybanc Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-27 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-26 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-22 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-21 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-20 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-19 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-18 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-15 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-14 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-13 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-12 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-11 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-08 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-07 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-05 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-04 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-15 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
55.14M
OE per share TTM
0.14
Owner's Yield
1.15%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
23.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
186
Total invested
1.24B
Insider transactions (90d)
0
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Sanjay Beri 33.78M 28.40% 22.29M 22.29M 22.29M IN UNITED STATES 2026-02-13
2 Lightspeed Venture Partners IX, L.P. 20.23M 29.70% 20.23M 20.23M 20.23M PN CAYMAN ISLANDS 2025-11-14
3 ICONIQ Strategic Partners II, L.P. 13.17M 5.70% PN CAYMAN ISLANDS 2026-05-15
4 SCGE Fund, L.P. 10.95M 4.70% PN CAYMAN ISLANDS 2026-05-14
5 Canada Pension Plan Investment Board 8.96M 3.70% FI CANADA (FEDERAL LEVEL) 2026-05-15
6 Base Partners Consultoria de Investimentos E Negocios Ltda. 7.97M 9.40% CO BRAZIL 2026-03-17
7 Accel XII L.P. ("A12") 6.10M 9.90% PN DELAWARE 2025-11-13
8 The Vanguard Group 5.33M 6.25% 5.33M 5.33M 5.33M IA PENNSYLVANIA 2026-01-30
9 Massachusetts Financial Services Company 3.56M 4.20% IA DELAWARE 2026-01-28
10 T. Rowe Price Investment Management, Inc. 3.56M 4.20% IA MARYLAND 2026-02-17
11 FMR LLC 1.14M 1.30% HC DELAWARE 2026-02-05

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
186
+27 vs prev Q
New positions
76
Closed positions
52
Increased
127
Reduced
28
Put/Call ratio
1.02
Calls held
531.8K
Puts held
539.9K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 CYPRESS POINT INVESTMENT MANAGEMENT LP 150.9K +150.9K (+100.0%) 2.65B +2.7B (+100.0%) 0.04% +0.040 pp 0.57% +0.570 pp USD17.54 +0.0% 1 qtrs NEW
2 ICONIQ CAPITAL, LLC 66.27M +— (+0.0%) 1.16B -343.9M (-22.8%) 17.34% +0.000 pp 17.56% -1.166 pp USD22.73 -22.8% 2 qtrs
3 CANADA PENSION PLAN INVESTMENT BOARD 8.96M +— (+0.0%) 157.16M -46.5M (-22.8%) 2.35% +0.000 pp 0.11% -0.038 pp USD22.73 -22.8% 2 qtrs
4 VANGUARD GROUP INC 5.33M +1.8M (+51.5%) 93.54M +13.5M (+16.9%) 1.40% +0.475 pp 0.00% +0.000 pp USD20.97 -16.4% 2 qtrs
5 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3.56M +373.5K (+11.7%) 62.47M -10.0M (-13.8%) 0.93% +0.098 pp 0.02% -0.002 pp USD22.19 -21.0% 2 qtrs
6 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 3.56M +456.3K (+14.7%) 62.38M -8.1M (-11.5%) 0.93% +0.119 pp 0.04% -0.004 pp USD22.06 -20.5% 2 qtrs
7 PUBLIC SECTOR PENSION INVESTMENT BOARD 3.47M +3.5M (+100.0%) 55.29M +55.3M (+100.0%) 0.91% +0.909 pp 0.19% +0.186 pp USD17.54 +0.0% 1 qtrs NEW
8 TIMESSQUARE CAPITAL MANAGEMENT, LLC 3.14M +415.5K (+15.3%) 55.00M -6.8M (-11.0%) 0.82% +0.109 pp 0.83% -0.056 pp USD22.04 -20.4% 2 qtrs
9 BAMCO INC /NY/ 2.98M +655.0K (+28.1%) 52.30M -587.9K (-1.1%) 0.78% +0.171 pp 0.14% +0.002 pp USD21.59 -18.8% 2 qtrs
10 VOYA INVESTMENT MANAGEMENT LLC 2.35M +763.1K (+48.2%) 41.18M +5.2M (+14.3%) 0.61% +0.200 pp 0.04% +0.005 pp USD21.04 -16.6% 2 qtrs
11 CAPITAL RESEARCH GLOBAL INVESTORS 2.26M +161.4K (+7.7%) 39.67M -8.1M (-16.9%) 0.59% +0.042 pp 0.01% -0.002 pp USD22.36 -21.6% 2 qtrs
12 CAPITAL INTERNATIONAL INVESTORS 2.10M +1.3K (+0.1%) 36.86M -10.9M (-22.8%) 0.55% +0.000 pp 0.01% -0.002 pp USD22.73 -22.8% 2 qtrs
13 PRINCIPAL FINANCIAL GROUP INC 1.94M +740.7K (+61.8%) 34.01M +6.8M (+24.9%) 0.51% +0.194 pp 0.02% +0.004 pp USD20.75 -15.5% 2 qtrs
14 BLACKROCK, INC. 1.84M +636.8K (+53.0%) 32.23M +4.9M (+18.1%) 0.48% +0.167 pp 0.00% +0.000 pp USD20.93 -16.2% 2 qtrs
15 MORGAN STANLEY 1.66M +159.9K (+10.7%) 29.04M -5.0M (-14.6%) 0.43% +0.042 pp 0.00% 0.000 pp USD22.23 -21.1% 2 qtrs
16 BIT CAPITAL GMBH 1.58M +1.6M (+100.0%) 27.68M +27.7M (+100.0%) 0.41% +0.413 pp 1.02% +1.019 pp USD17.54 +0.0% 1 qtrs NEW
17 FRANKLIN RESOURCES INC 1.55M +783.1K (+101.9%) 27.21M +9.7M (+55.8%) 0.41% +0.205 pp 0.01% +0.002 pp USD20.11 -12.8% 2 qtrs
18 NEW YORK LIFE INSURANCE CO 1.37M +— (+0.0%) 24.10M -7.1M (-22.8%) 0.36% +0.000 pp 5.28% -2.409 pp USD22.73 -22.8% 2 qtrs
19 FEDERATED HERMES, INC. 1.22M +415.0K (+51.9%) 21.31M +3.1M (+17.2%) 0.32% +0.109 pp 0.04% +0.004 pp USD20.96 -16.3% 2 qtrs
20 FMR LLC 1.14M -1.3M (-53.1%) 20.01M -35.3M (-63.8%) 0.30% -0.338 pp 0.00% -0.002 pp USD22.73 -22.8% 2 qtrs
21 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 1.08M +1.1M (+100.0%) 19.03M +19.0M (+100.0%) 0.28% +0.284 pp 0.03% +0.029 pp USD17.54 +0.0% 1 qtrs NEW
22 GOLDMAN SACHS GROUP INC 1.02M -453.9K (-30.8%) 17.89M -15.6M (-46.6%) 0.27% -0.119 pp 0.00% -0.002 pp USD22.73 -22.8% 2 qtrs
23 ALLIANCEBERNSTEIN L.P. 915.0K +45.0K (+5.2%) 16.05M -3.7M (-18.8%) 0.24% +0.012 pp 0.01% -0.001 pp USD22.47 -21.9% 2 qtrs
24 ALTA PARK CAPITAL, LP 909.1K -403.7K (-30.8%) 15.95M -13.9M (-46.6%) 0.24% -0.106 pp 1.92% -0.688 pp USD22.73 -22.8% 2 qtrs
25 LORD, ABBETT & CO. LLC 810.9K -8.2K (-1.0%) 14.22M -4.4M (-23.6%) 0.21% -0.002 pp 0.04% -0.012 pp USD22.73 -22.8% 2 qtrs
26 OFI INVEST ASSET MANAGEMENT 905.8K +905.8K (+100.0%) 13.53M +13.5M (+100.0%) 0.24% +0.237 pp 0.19% +0.193 pp USD17.54 +0.0% 1 qtrs NEW
27 NORGES BANK 765.0K +765.0K (+100.0%) 13.42M +13.4M (+100.0%) 0.20% +0.200 pp 0.00% +0.001 pp USD17.54 +0.0% 1 qtrs NEW
28 CLEARBRIDGE INVESTMENTS, LLC 737.9K +337.9K (+84.5%) 12.94M +3.9M (+42.4%) 0.19% +0.088 pp 0.01% +0.004 pp USD20.35 -13.8% 2 qtrs
29 SQUAREPOINT OPS LLC 650.0K +— (+0.0%) 11.40M -3.4M (-22.8%) 0.17% +0.000 pp 0.01% -0.003 pp USD22.73 -22.8% 2 qtrs
30 GEODE CAPITAL MANAGEMENT, LLC 633.8K +633.8K (+100.0%) 11.12M +11.1M (+100.0%) 0.17% +0.166 pp 0.00% +0.001 pp USD17.54 +0.0% 1 qtrs NEW
31 NEXT CENTURY GROWTH INVESTORS LLC 578.4K +269.3K (+87.1%) 10.14M +3.1M (+44.4%) 0.15% +0.071 pp 0.70% +0.192 pp USD20.31 -13.6% 2 qtrs
32 VERITION FUND MANAGEMENT LLC 562.0K +562.0K (+100.0%) 9.86M +9.9M (+100.0%) 0.15% +0.147 pp 0.04% +0.039 pp USD17.54 +0.0% 1 qtrs NEW
33 TIGER GLOBAL MANAGEMENT LLC 500.0K +— (+0.0%) 8.77M -2.6M (-22.8%) 0.13% +0.000 pp 0.03% -0.006 pp USD22.73 -22.8% 2 qtrs
34 SEVEN GRAND MANAGERS, LLC 475.0K +12.0K (+2.6%) 8.33M -2.2M (-20.8%) 0.12% +0.003 pp 0.63% -0.220 pp USD22.60 -22.4% 2 qtrs
35 MAVERICK CAPITAL LTD 465.7K +— (+0.0%) 8.17M -2.4M (-22.8%) 0.12% +0.000 pp 0.09% -0.054 pp USD22.73 -22.8% 2 qtrs
36 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 449.6K +449.6K (+100.0%) 7.89M +7.9M (+100.0%) 0.12% +0.118 pp 0.10% +0.103 pp USD17.54 +0.0% 1 qtrs NEW
37 NEUBERGER BERMAN GROUP LLC 430.7K +136.6K (+46.4%) 7.56M +868.8K (+13.0%) 0.11% +0.036 pp 0.01% +0.001 pp USD21.08 -16.8% 2 qtrs
38 UBS GROUP AG 409.3K +397.8K (+3,471.8%) 7.18M +6.9M (+2,656.2%) 0.11% +0.104 pp 0.00% +0.001 pp USD17.69 -0.8% 2 qtrs
39 AMERICAN CENTURY COMPANIES INC 380.4K -9.9K (-2.5%) 6.67M -2.2M (-24.8%) 0.10% -0.003 pp 0.00% -0.001 pp USD22.73 -22.8% 2 qtrs
40 MILLENNIUM MANAGEMENT LLC 331.1K -156.8K (-32.1%) 5.81M -5.3M (-47.6%) 0.09% -0.041 pp 0.00% -0.002 pp USD22.73 -22.8% 2 qtrs
41 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 326.9K +326.9K (+100.0%) 5.73M +5.7M (+100.0%) 0.09% +0.086 pp 0.00% +0.001 pp USD17.54 +0.0% 1 qtrs NEW
42 THORNBURG INVESTMENT MANAGEMENT INC 302.3K +302.3K (+100.0%) 5.30M +5.3M (+100.0%) 0.08% +0.079 pp 0.07% +0.067 pp USD17.54 +0.0% 1 qtrs NEW
43 CITADEL ADVISORS LLC 284.1K -802.3K (-73.9%) 4.98M -19.7M (-79.8%) 0.07% -0.210 pp 0.00% -0.003 pp USD22.73 -22.8% 2 qtrs
44 LMR PARTNERS LLP 279.2K +— (+0.0%) 4.90M -1.4M (-22.8%) 0.07% +0.000 pp 0.01% -0.019 pp USD22.73 -22.8% 2 qtrs
45 STATE STREET CORP 257.7K +257.7K (+100.0%) 4.52M +4.5M (+100.0%) 0.07% +0.067 pp 0.00% +0.000 pp USD17.54 +0.0% 1 qtrs NEW
46 FREESTONE GROVE PARTNERS LP 250.1K +50.1K (+25.1%) 4.39M -158.4K (-3.5%) 0.07% +0.013 pp 0.03% -0.002 pp USD21.69 -19.1% 2 qtrs
47 GHISALLO CAPITAL MANAGEMENT LLC 250.0K +— (+0.0%) 4.39M -1.3M (-22.8%) 0.07% +0.000 pp 0.20% +0.010 pp USD22.73 -22.8% 2 qtrs
48 BURKEHILL GLOBAL MANAGEMENT, LP 250.0K +— (+0.0%) 4.39M -1.3M (-22.8%) 0.07% +0.000 pp 0.29% -0.034 pp USD22.73 -22.8% 2 qtrs
49 WOODLINE PARTNERS LP 245.2K -178.9K (-42.2%) 4.30M -5.3M (-55.4%) 0.06% -0.047 pp 0.02% -0.029 pp USD22.73 -22.8% 2 qtrs
50 TD ASSET MANAGEMENT INC 236.5K +16.4K (+7.4%) 4.15M -855.7K (-17.1%) 0.06% +0.004 pp 0.00% -0.001 pp USD22.37 -21.6% 2 qtrs
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 217.7K +145.0K (+199.4%) 3.82M +2.2M (+131.1%) 0.06% +0.038 pp 0.00% +0.000 pp USD19.27 -9.0% 2 qtrs
52 CENTERBOOK PARTNERS LP 212.2K +192.4K (+973.2%) 3.72M +3.3M (+728.1%) 0.06% +0.050 pp 0.18% +0.160 pp USD18.02 -2.7% 2 qtrs
53 GRANDEUR PEAK GLOBAL ADVISORS, LLC 209.5K +153.6K (+274.5%) 3.68M +2.4M (+189.0%) 0.05% +0.040 pp 0.49% +0.324 pp USD18.93 -7.3% 2 qtrs
54 HOUND PARTNERS, LLC 206.5K +— (+0.0%) 3.62M -1.1M (-22.8%) 0.05% +0.000 pp 0.49% -0.116 pp USD22.73 -22.8% 2 qtrs
55 GRANAHAN INVESTMENT MANAGEMENT, LLC 202.5K +105.4K (+108.5%) 3.55M +1.3M (+60.9%) 0.05% +0.028 pp 0.15% +0.062 pp USD20.03 -12.4% 2 qtrs
56 EXODUSPOINT CAPITAL MANAGEMENT, LP 180.6K -314.3K (-63.5%) 3.17M -8.1M (-71.8%) 0.05% -0.082 pp 0.02% -0.090 pp USD22.73 -22.8% 2 qtrs
57 KENNEDY CAPITAL MANAGEMENT LLC 179.9K +179.9K (+100.0%) 3.16M +3.2M (+100.0%) 0.05% +0.047 pp 0.07% +0.067 pp USD17.54 +0.0% 1 qtrs NEW
58 INSIGHT HOLDINGS GROUP, LLC 175.0K +— (+0.0%) 3.07M -908.3K (-22.8%) 0.05% +0.000 pp 0.23% -0.016 pp USD22.73 -22.8% 2 qtrs
59 WALLEYE CAPITAL LLC 164.8K +7.6K (+4.8%) 2.89M -682.9K (-19.1%) 0.04% +0.002 pp 0.01% -0.005 pp USD22.49 -22.0% 2 qtrs
60 STRS OHIO 155.0K +155.0K (+100.0%) 2.72M +2.7M (+100.0%) 0.04% +0.041 pp 0.01% +0.010 pp USD17.54 +0.0% 1 qtrs NEW
61 KNOLLWOOD INVESTMENT ADVISORY, LLC 139.3K +52.3K (+60.2%) 2.44M +466.4K (+23.6%) 0.04% +0.014 pp 0.23% +0.051 pp USD20.78 -15.6% 2 qtrs
62 BLAIR WILLIAM & CO/IL 137.1K +137.1K (+100.0%) 2.41M +2.4M (+100.0%) 0.04% +0.036 pp 0.01% +0.007 pp USD17.54 +0.0% 1 qtrs NEW
63 HUDSON BAY CAPITAL MANAGEMENT LP 129.9K -129.2K (-49.9%) 2.28M -3.6M (-61.3%) 0.03% -0.034 pp 0.01% -0.012 pp USD22.73 -22.8% 2 qtrs
64 BLACKSTONE INC. 125.0K -225.0K (-64.3%) 2.19M -5.8M (-72.4%) 0.03% -0.059 pp 0.01% -0.023 pp USD22.73 -22.8% 2 qtrs
65 NORTHERN TRUST CORP 118.8K +118.8K (+100.0%) 2.08M +2.1M (+100.0%) 0.03% +0.031 pp 0.00% +0.000 pp USD17.54 +0.0% 1 qtrs NEW
66 GILDER GAGNON HOWE & CO LLC 111.2K -140.7K (-55.9%) 1.95M -3.8M (-65.9%) 0.03% -0.037 pp 0.02% -0.038 pp USD22.73 -22.8% 2 qtrs
67 BANK OF MONTREAL /CAN/ 107.7K +7.3K (+7.3%) 1.89M -392.6K (-17.2%) 0.03% +0.002 pp 0.00% 0.000 pp USD22.38 -21.6% 2 qtrs
68 SWEDBANK AB 102.7K +102.7K (+100.0%) 1.80M +1.8M (+100.0%) 0.03% +0.027 pp 0.00% +0.002 pp USD17.54 +0.0% 1 qtrs NEW
69 BANK OF AMERICA CORP /DE/ 101.7K +100.7K (+10,072.8%) 1.78M +1.8M (+7,750.0%) 0.03% +0.026 pp 0.00% +0.000 pp USD17.59 -0.3% 2 qtrs
70 BALYASNY ASSET MANAGEMENT L.P. 97.0K -454.5K (-82.4%) 1.70M -10.8M (-86.4%) 0.03% -0.119 pp 0.00% -0.014 pp USD22.73 -22.8% 2 qtrs
71 RENAISSANCE TECHNOLOGIES LLC 84.7K +84.7K (+100.0%) 1.49M +1.5M (+100.0%) 0.02% +0.022 pp 0.00% +0.002 pp USD17.54 +0.0% 1 qtrs NEW
72 TWO SIGMA INVESTMENTS, LP 80.5K +80.5K (+100.0%) 1.41M +1.4M (+100.0%) 0.02% +0.021 pp 0.00% +0.002 pp USD17.54 +0.0% 1 qtrs NEW
73 NEW YORK STATE COMMON RETIREMENT FUND 78.2K +36.7K (+88.6%) 1.37M +429.2K (+45.5%) 0.02% +0.010 pp 0.00% +0.001 pp USD20.29 -13.6% 2 qtrs
74 60.0K +60.0K (+100.0%) 1.05M +1.1M (+100.0%) 0.02% +0.016 pp 0.65% +0.653 pp USD17.54 +0.0% 1 qtrs NEW
75 CHICAGO CAPITAL, LLC 56.6K -33.9K (-37.4%) 992.9K -1.1M (-51.7%) 0.01% -0.009 pp 0.02% -0.026 pp USD22.73 -22.8% 2 qtrs
76 MAYTUS CAPITAL MANAGEMENT, LLC 55.0K -47.8K (-46.5%) 964.7K -1.4M (-58.7%) 0.01% -0.013 pp 0.23% -0.273 pp USD22.73 -22.8% 2 qtrs
77 QUANTBOT TECHNOLOGIES LP 53.5K +53.5K (+100.0%) 938.6K +938.6K (+100.0%) 0.01% +0.014 pp 0.03% +0.031 pp USD17.54 +0.0% 1 qtrs NEW
78 ROYAL BANK OF CANADA 47.0K +24.5K (+108.7%) 824.0K +312.0K (+60.9%) 0.01% +0.006 pp 0.00% +0.000 pp USD20.03 -12.4% 2 qtrs
79 POLYMER CAPITAL MANAGEMENT (US) LLC 45.0K +— (+0.0%) 789.3K -233.6K (-22.8%) 0.01% +0.000 pp 0.08% -0.025 pp USD22.73 -22.8% 2 qtrs
80 JANE STREET GROUP, LLC 41.4K -220.1K (-84.2%) 726.9K -5.2M (-87.8%) 0.01% -0.058 pp 0.00% -0.001 pp USD22.73 -22.8% 2 qtrs
81 CAPTION MANAGEMENT, LLC 40.9K +40.9K (+100.0%) 717.4K +717.4K (+100.0%) 0.01% +0.011 pp 0.00% +0.005 pp USD17.54 +0.0% 1 qtrs NEW
82 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 40.0K +40.0K (+100.0%) 717.2K +717.2K (+100.0%) 0.01% +0.011 pp 0.00% +0.001 pp USD17.54 +0.0% 1 qtrs NEW
83 SANDIA INVESTMENT MANAGEMENT LP 40.0K +30.0K (+300.0%) 701.6K +474.3K (+208.7%) 0.01% +0.008 pp 1.75% +1.072 pp USD18.84 -6.9% 2 qtrs
84 JPMORGAN CHASE & CO 37.8K +37.5K (+11,027.9%) 663.6K +655.9K (+8,487.3%) 0.01% +0.010 pp 0.00% +0.000 pp USD17.59 -0.3% 2 qtrs
85 BAIRD FINANCIAL GROUP, INC. 36.7K +23.5K (+177.7%) 642.9K +342.8K (+114.3%) 0.01% +0.006 pp 0.00% +0.001 pp USD19.41 -9.6% 2 qtrs
86 BOOTHBAY FUND MANAGEMENT, LLC 32.9K -245.8K (-88.2%) 577.5K -5.8M (-90.9%) 0.01% -0.064 pp 0.01% -0.084 pp USD22.73 -22.8% 2 qtrs
87 VIRTU FINANCIAL LLC 32.5K +22.9K (+239.4%) 570.0K +352.0K (+161.5%) 0.01% +0.006 pp 0.02% +0.010 pp USD19.07 -8.0% 2 qtrs
88 SG AMERICAS SECURITIES, LLC 32.3K +32.3K (+100.0%) 566.0K +566.0K (+100.0%) 0.01% +0.008 pp 0.00% +0.001 pp USD17.54 +0.0% 1 qtrs NEW
89 BANK OF NEW YORK MELLON CORP 32.1K +32.1K (+100.0%) 563.4K +563.4K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD17.54 +0.0% 1 qtrs NEW
90 WILEY BROS.-AINTREE CAPITAL, LLC 32.1K +32.1K (+100.0%) 562.3K +562.3K (+100.0%) 0.01% +0.008 pp 0.00% +0.003 pp USD17.54 +0.0% 1 qtrs NEW
91 RENAISSANCE CAPITAL LLC 30.5K +30.5K (+100.0%) 534.9K +534.9K (+100.0%) 0.01% +0.008 pp 0.39% +0.385 pp USD17.54 +0.0% 1 qtrs NEW
92 NEEDHAM INVESTMENT MANAGEMENT LLC 30.0K +30.0K (+100.0%) 526.2K +526.2K (+100.0%) 0.01% +0.008 pp 0.03% +0.033 pp USD17.54 +0.0% 1 qtrs NEW
93 XTX TOPCO LTD 29.0K +3.0K (+11.3%) 507.9K -83.2K (-14.1%) 0.01% +0.001 pp 0.01% -0.017 pp USD22.20 -21.0% 2 qtrs
94 IMC-CHICAGO, LLC 28.9K +28.9K (+100.0%) 507.5K +507.5K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD17.54 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.33
Bearish
Ratio by volume
0.67
Neutral
Buys
4
Sells
12
Shares acquired
1.30M
Shares disposed
1.95M
Cash buys
Cash sales
Net activity
-652,676
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
2026-04-01 DEL MATTO ANDREW H Officer M-Exempt D Restricted Stock Units 150,000 0.00 200,000 D
2026-04-01 Bousquet Raphael Officer M-Exempt D Restricted Stock Units 3,201 0.00 25,605 D
2026-04-01 Beri Sanjay Director / Officer M-Exempt D Restricted Stock Units 564,270 0.00 4,822,340 D
2026-03-13 ICONIQ Strategic Partners VI, L.P. 10% Owner C-Conversion A Class A Common Stock 18,872,434 0.00 18,872,434 I
2026-03-13 Griffith William J.G. Director C-Conversion D Class B Common Stock 350,907 0.00 0 I
2026-03-04 Bousquet Raphael Officer A-Award A Restricted Stock Units 250,000 0.00 250,000 D
2026-01-12 Bousquet Raphael Officer S-Sale D Class A Common Stock 3,823 16.66 63.7K 0 D
2026-01-09 Bousquet Raphael Officer C-Conversion D Class B Common Stock 3,192 0.00 116,165 D
2026-01-08 Bousquet Raphael Officer S-Sale D Class A Common Stock 3,224 16.97 54.7K 0 D
2026-01-07 Beri Sanjay Director / Officer S-Sale D Class A Common Stock 31,594 17.58 555.3K 0 D
2026-01-06 DEL MATTO ANDREW H Officer S-Sale D Class A Common Stock 49,875 17.16 855.8K 41,493 D
2026-01-06 Beri Sanjay Director / Officer S-Sale D Class A Common Stock 178,482 17.13 3.06M 0 D
2026-01-05 DEL MATTO ANDREW H Officer C-Conversion A Class A Common Stock 38,616 0.00 80,109 D
2026-01-05 Beri Sanjay Director / Officer C-Conversion D Class B Common Stock 175,707 0.00 1,242,272 D
2026-01-02 DEL MATTO ANDREW H Officer S-Sale D Class A Common Stock 77,207 16.92 1.31M 41,493 D
2026-01-02 Beri Sanjay Director / Officer C-Conversion D Class B Common Stock 346,061 0.00 1,417,979 D
2026-01-01 DEL MATTO ANDREW H Officer A-Award A Class B Common Stock 15,625 0.00 394,102 D
2026-01-01 Beri Sanjay Director / Officer M-Exempt D Restricted Stock Units 451,416 0.00 7,222,663 D
2025-12-31 DEL MATTO ANDREW H Officer M-Exempt D Restricted Stock Units 329,566 0.00 329,566 D
2025-12-31 Beri Sanjay Director / Officer M-Exempt D Restricted Stock Units 451,417 0.00 7,674,079 D
2025-12-22 DEL MATTO ANDREW H Officer M-Exempt D Restricted Stock Units 329,566 0.00 170,434 D
2025-12-22 Beri Sanjay Director / Officer M-Exempt A Restricted Stock Units 5,950,880 0.00 5,950,880 D
2025-12-09 Salem Enrique T Director C-Conversion A Class A Common Stock 1,220,562 0.00 1,220,562 D
2025-12-03 Salem Enrique T Director C-Conversion A Class A Common Stock 200,000 0.00 200,000 I
2025-11-24 DEL MATTO ANDREW H Officer M-Exempt D Employee Stock Option (right to buy) 41,493 2.41 100.0K 3,225,342 D
2025-10-01 DEL MATTO ANDREW H Officer M-Exempt D Restricted Stock Units 15,625 0.00 218,750 D
2025-10-01 Bousquet Raphael Officer M-Exempt A Class B Common Stock 31,325 0.00 75,354 D
2025-09-19 Salem Enrique T Director J-Other A Class B Common Stock 1,220,562 0.00 1,220,562 D
2025-09-19 Lightspeed Venture Partners Select, L.P. 10% Owner J-Other D Common Stock 500 0.00 0 I
2025-09-19 Lightspeed Venture Partners IX, L.P. 10% Owner J-Other A Class B Common Stock 15,608,645 0.00 15,608,645 I
2025-09-19 Lightspeed SPV II, LLC 10% Owner J-Other A Class B Common Stock 500 0.00 500 I
2025-09-19 Janmohamed Arif Director J-Other A Class B Common Stock 4,340,640 0.00 4,340,640 I
2025-09-19 ICONIQ Strategic Partners VI, L.P. 10% Owner C-Conversion D Class B Common Stock 8,566,130 0.00 1,511,670 I
2025-09-19 Griffith William J.G. Director / 10% Owner P-Purchase A Class A Common Stock 877,906 19.00 16.68M 877,906 I
2025-09-19 DEL MATTO ANDREW H Officer J-Other A Restricted Stock Units 500,000 0.00 500,000 D
2025-09-19 Bousquet Raphael Officer J-Other A Employee Stock Option (right to buy) 455,000 11.25 5.12M 455,000 D
2025-09-19 Beri Sanjay Director / Officer J-Other A Restricted Stock Units 9,028,328 0.00 9,028,328 D
2025-09-19 Alexy Kimberly Director J-Other A Class B Common Stock 421,600 0.00 421,600 I
2025-09-18 Lightspeed Venture Partners Select, L.P. 10% Owner C-Conversion D Series C Convertible Preferred Stock 4,338,826 0.00 0 I
2025-09-18 Lightspeed Venture Partners IX, L.P. 10% Owner C-Conversion A Common Stock 7,508,890 0.00 7,508,890 I
2025-09-18 Lightspeed SPV II, LLC 10% Owner C-Conversion D Series C Convertible Preferred Stock 4,338,826 0.00 0 I
2025-09-18 Janmohamed Arif Director C-Conversion A Common Stock 4,040,640 0.00 4,340,640 I
2025-09-18 ICONIQ Strategic Partners VI, L.P. 10% Owner C-Conversion D Series G Convertible Preferred Stock 262,291 0.00 0 I
2025-09-18 Griffith William J.G. Director / 10% Owner C-Conversion A Common Stock 18,872,434 0.00 18,872,434 I
2025-09-17 Wolford Eric Director 0 0.00 0
2025-09-17 Salem Enrique T Director Common Stock 0 0.00 200,000 I
2025-09-17 Lightspeed Venture Partners Select, L.P. 10% Owner Series E Convertible Preferred Stock 5,672,579 0.00 0 I
2025-09-17 Lightspeed Venture Partners IX, L.P. 10% Owner Series C Convertible Preferred Stock 4,338,826 0.00 0 I
2025-09-17 Lightspeed SPV II, LLC 10% Owner Series E Convertible Preferred Stock 5,672,579 0.00 0 I
2025-09-17 Janmohamed Arif Director Series G Convertible Preferred Stock 2,986,754 0.00 0 I
2025-09-17 ICONIQ Strategic Partners VI, L.P. 10% Owner Series C Convertible Preferred Stock 3,164,351 0.00 0 I
2025-09-17 Griffith William J.G. Director / 10% Owner Series H Convertible Preferred Stock 4,806,998 0.00 0 I
2025-09-17 DEL MATTO ANDREW H Officer Restricted Stock Units 500,000 0.00 0 D
2025-09-17 Bousquet Raphael Officer Employee Stock Option (right to buy) 455,000 11.25 5.12M 0 D
2025-09-17 Beri Sanjay Director / Officer Common Stock 0 0.00 22,288,889 I
2025-09-17 Alexy Kimberly Director Common Stock 0 0.00 421,600 I

Executive team

Top executives
Shares Outstanding
400.34M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2026 Sanjay Beri, Chief Executive Officer 547.5K 233.38M 385.0K 213.3K 234.53M 99.51%
2 2026 Raphaël Bousquet, Chief Revenue Officer 722.5K 8.78M 566.8K 48.7K 10.12M 86.77%
3 2026 Drew Del Matto, Chief Financial Officer 543.4K 3.79M 274.3K 4.61M 82.24%
4 2025 Raphaël Bousquet, Chief Revenue Officer 480.1K 5.09M 2.66M 776.7K 53.3K 9.06M 85.53%
5 2025 Sanjay Beri, Chief Executive Officer 535.0K 436.0K 1.7K 972.7K 0.00%
6 2025 Drew Del Matto, Chief Financial Officer 517.5K 406.2K 923.7K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-27 DEFA14A
2026-05-27 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-27 DEFA14A
2026-05-27 DEF 14A
2026-05-27 ARS
2026-05-15 SC 13G/A
2026-05-15 SC 13G/A
2026-05-14 SC 13G/A
2026-04-03 4/A
2026-04-03 4
2026-04-03 4
2026-04-03 4

Executive team

NameTitleCompensationGender
Raphael Bousquet Chief Revenue Officer 1M male
Sanjay Beri Co-Founder, Chief Executive Officer & Chairman 1M male
Andrew H. Del Matto Chief Financial Officer 817.7K male
John Martin Chief Product Officer male
Krishna Narayanaswamy Co-founder & Chief Technology Officer male
Michelle Spolver Chief Communications & Investor Relations Officer female
Mike Anderson Chief Digital & Information Officer and Head of the Strategy Office male
Patsy Gilmore Chief People Officer female
Scott Hogrefe Chief Marketing Officer male
Dave Daetz Chief Corporate Development Officer male
James Bushnell General Counsel & Secretary male
ESG Rating
A-
SOFTWARE - SERVICES
Rank: 1 out of 4
2026
E (Environmental)
85.9 / 55.4
Company / Sector avg.
S (Social)
66.9 / 56.2
Company / Sector avg.
G (Governance)
73.6 / 66.9
Company / Sector avg.
ESG Total
75.4 / 59.5
Company / Sector avg.
ESG Score History SOFTWARE - SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits