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Paymentus Holdings, Inc. (PAY)

USD28.87 -0.07 (-0.24%)
US NYSE Technology Information Technology Services
Address 18390 NE 68th Street 98052
Charlotte, WA, US
CEO Dushyant Sharma
IPO 2021-05-26
CIK 1841156 ISIN US70439P1084

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Description

Paymentus Holdings, Inc. delivers cloud-native technological solutions aimed at streamlining bill payments. Through its Software-as-a-Service (SaaS) platform, the company equips organizations (referred to as "billers") with services for electronic bill presentation, digital payment processing, enhanced enterprise customer communication, and self-service revenue collection. Its clientele spans a broad spectrum of industries, including utility providers, financial institutions, insurance companies, government agencies, telecommunications firms, and healthcare organizations. The company was founded in 2004 and is based in Redmond, Washington.

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
USD28.87 -0.07 (-0.24%)
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Volume Profile
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Liquidity & share structure
Average Volume
887.3K
Beta
1.30
Float Shares
104.53M
Free Float %
83.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+3.10% +2.99% +12.90% +13.89% -20.72% -9.40% -16.14% +261.82% +0.03% +0.03% +0.03%
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 (10 ratings, all time) Hold
Price Targets & DCF
Current price
28.87
Low 32.00 +10.8%
Consensus 33.33 +15.4%
Median 32.00 +10.8%
High 36.00 +24.7%
DCF (Unlevered) 6.32 -78.1%
DCF (Levered) 18.99 -34.2%

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 0 0
Buy 5 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 4
33.75
+16.9%
Last Year 7
35.43
+22.7%
All Time 20
25.28
-12.4%
Quality scores
Altman Z-Score
21.94
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Information Technology Services: +10.1%
    +37.3% Q1'26: +30.2% (vs Q1'25)
  • EPS growth Information Technology Services: +16.7%
    +48.6% Q1'26: +45.5% (vs Q1'25)
  • FCF margin FCF growth · Information Technology Services: +32.8%
    +11.4% Q1'26: +8.5% (vs Q1'25)
  • EBIT margin Information Technology Services: +9.0%
    +7.1% Q1'26: +0.0% (vs Q1'25)
  • ROIC Information Technology Services: +9.5%
    +27.1% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Information Technology Services: +0.0%
    +1.3% Q1'26: +0.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Information Technology Services: -0.83×
    0.09× Q1'26: 0.06× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.40) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 6.29 Current price: 28.87
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
5 EPS Ana.
Dec 2027
6 Rev. Ana.
5 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Revenue
395.52M
est: 392.71M (+0.7%)
497.00M
est: 491.72M (+1.1%)
614.49M
est: 699.52M (-12.2%)
871.75M
est: 823.66M (+5.8%)
1.20B
est: 1.18B (+1.4%)
1.40B
1.39B – 1.41B
+19.0% YoY
1.67B
1.65B – 1.68B
+19.0% YoY
1.94B
1.94B – 1.94B
+16.3% YoY
EBITDA
23.67M
est: 26.16M (-9.5%)
6.39M
est: 30.80M (-79.3%)
48.69M
est: 49.08M (-0.8%)
81.34M
est: 57.79M (+40.7%)
126.33M
est: 82.78M (+52.6%)
98.54M
97.84M – 99.13M
+19.0% YoY
117.28M
115.88M – 117.97M
+19.0% YoY
136.35M
136.34M – 136.35M
+16.3% YoY
EBIT
10.37M
est: 12.74M (-18.6%)
-2.98M
est: -7.76M (+61.7%)
18.09M
est: 24.12M (-25.0%)
44.86M
est: 28.40M (+57.9%)
85.28M
est: 40.68M (+109.6%)
48.43M
48.08M – 48.72M
+19.0% YoY
57.63M
56.95M – 57.98M
+19.0% YoY
67.01M
67.00M – 67.01M
+16.3% YoY
Net Income
9.30M
est: 9.19M (+1.2%)
-513.0K
est: 6.76M (-107.6%)
22.32M
est: 33.66M (-33.7%)
44.17M
est: 62.53M (-29.4%)
66.96M
est: 85.30M (-21.5%)
98.08M
87.47M – 108.68M
+15.0% YoY
126.61M
114.98M – 138.23M
+29.1% YoY
172.65M
170.58M – 174.71M
+36.4% YoY
SGA
76.89M
est: 73.94M (+4.0%)
111.43M
est: 178.27M (-37.5%)
120.00M
est: 127.30M (-5.7%)
141.98M
est: 149.89M (-5.3%)
159.33M
est: 214.70M (-25.8%)
255.59M
253.77M – 257.12M
+19.0% YoY
304.17M
300.55M – 305.98M
+19.0% YoY
353.63M
353.62M – 353.64M
+16.3% YoY
EPS
0.06
est: 0.07 (-16.7%)
0.00
est: 0.03 (-113.0%)
0.18
est: 0.26 (-31.1%)
0.36
est: 0.48 (-25.5%)
0.53
est: 0.65 (-19.0%)
0.78
0.68 – 0.84
+19.0% YoY
1.00
0.89 – 1.07
+28.3% YoY
1.34
1.32 – 1.35
+34.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-04 A- 4/5 3/5 4/5 5/5 4/5 2/5 2/5
2026-05-01 B+ 3/5 3/5 4/5 5/5 3/5 1/5 2/5
2026-04-30 B+ 3/5 3/5 4/5 5/5 3/5 1/5 2/5
2026-04-29 B+ 3/5 3/5 4/5 5/5 3/5 1/5 2/5
2026-04-28 B+ 3/5 3/5 4/5 5/5 3/5 1/5 2/5
2026-04-27 B 3/5 3/5 3/5 5/5 3/5 1/5 2/5
2026-04-24 B 3/5 3/5 3/5 5/5 3/5 1/5 2/5
2026-04-23 B 3/5 3/5 3/5 5/5 3/5 1/5 2/5
2026-04-22 B 3/5 3/5 3/5 5/5 3/5 1/5 2/5
2026-04-21 B 3/5 3/5 3/5 5/5 3/5 1/5 2/5
2026-04-20 B 3/5 3/5 3/5 5/5 3/5 1/5 2/5
2026-04-17 B 3/5 3/5 3/5 5/5 3/5 1/5 2/5
2026-04-16 B 3/5 3/5 3/5 5/5 3/5 1/5 2/5
2026-04-15 B 3/5 3/5 3/5 5/5 3/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
146.43M
OE per share TTM
1.13
Owner's Yield
4.07%
Maintenance CapEx ratio
5.48%
Maint CapEx / Avg PPE
1.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
33
Total invested
229.57M
Insider transactions (90d)
1
Beneficial owners (>5%)
16
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Accel-KKR 85.44M 85.79% 85.44M 85.44M OO 2022-02-14
2 Barnds, Thomas 85.44M 85.79% 85.44M 85.44M IN 2022-02-14
3 Palumbo, Robert 85.44M 85.79% 85.44M 85.44M IN 2022-02-14
4 Dushyant Sharma 21.42M 56.40% 19.64M 1.78M 19.64M 1.78M IN 2022-02-14
5 Franklin Resources, Inc. 1.83M 13.20% 4.00 4.00 4.00 4.00 HC, CO Delaware 2021-06-09
6 GIC Private Limited 1.39M 5.66% 1.39M 1.39M CO Republic of Singapore 2024-12-10
7 GIC Special Investments Private Limited 1.39M 5.66% 1.39M 1.39M CO Republic of Singapore 2024-12-10
8 Upton Investment Pte Ltd 1.39M 5.66% 1.39M 1.39M CO Republic of Singapore 2024-12-10
9 The Vanguard Group - 23-1945930 1.28M 7.75% 4.0K IA Pennsylvania For 2022-02-10
10 KKR-AKI 1.24M 6.95% 1.24M 1.24M OO 2022-02-14
11 FRONTIER CAPITAL MANAGEMENT CO., LLC. 1.22M 6.20% 837.2K 1.22M IA Delaware 2023-02-14
12 Victory Capital Management Inc. 1.12M 6.79% 1.12M 1.12M IA New York 2022-02-02
13 George S. Loening 963.6K 5.80% 963.6K HC, IN Delaware 2022-02-14
14 Select Equity Group, L.P. 963.6K 5.80% 963.6K IA Delaware 2022-02-14
15 (1) BlackRock, Inc. 319.2K 1.80% 295.1K 319.2K HC Delaware 2022-03-09
16 95-1411037 13.00 10.70% 2.07M 2.07M IA Delaware 2022-09-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
33
-156 vs prev Q
New positions
13
Closed positions
165
Increased
22
Reduced
7
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 356.4K +356.4K (+100.0%) 11.26B +11.3B (+100.0%) 0.28% +0.281 pp 0.02% +0.017 pp USD31.59 +0.0% 1 qtrs NEW
2 CYPRESS POINT INVESTMENT MANAGEMENT LP 262.3K +262.3K (+100.0%) 8.29B +8.3B (+100.0%) 0.21% +0.207 pp 1.78% +1.783 pp USD31.59 +0.0% 1 qtrs NEW
3 WASATCH ADVISORS LP 8.55M +3.9M (+82.2%) 270.19M +126.6M (+88.1%) 6.75% +2.996 pp 1.61% +0.833 pp USD31.43 +0.5% 3 qtrs
4 CAPITAL INTERNATIONAL INVESTORS 7.66M +474.8K (+6.6%) 241.84M +22.1M (+10.1%) 6.04% +0.299 pp 0.04% +0.002 pp USD25.66 +23.1% 19 qtrs
5 VANGUARD GROUP INC 4.39M +753.3K (+20.7%) 138.74M +27.4M (+24.6%) 3.47% +0.556 pp 0.00% +0.000 pp USD29.68 +6.4% 19 qtrs
6 INVESCO LTD. 2.88M -910.6K (-24.0%) 90.90M -25.0M (-21.6%) 2.27% -0.758 pp 0.01% -0.004 pp USD30.20 +4.6% 10 qtrs
7 CAPITAL WORLD INVESTORS 2.50M +106.0K (+4.4%) 78.96M +5.7M (+7.8%) 1.97% +0.059 pp 0.01% +0.001 pp USD29.94 +5.5% 4 qtrs
8 DRIEHAUS CAPITAL MANAGEMENT LLC 2.24M -229.9K (-9.3%) 70.73M -4.8M (-6.4%) 1.77% -0.207 pp 0.48% -0.061 pp USD29.73 +6.3% 5 qtrs
9 FRANKLIN RESOURCES INC 2.17M +186.8K (+9.4%) 68.60M +7.9M (+12.9%) 1.71% +0.127 pp 0.02% +0.002 pp USD26.81 +17.8% 19 qtrs
10 FULLER & THALER ASSET MANAGEMENT, INC. 1.91M +1.9M (+100.0%) 60.45M +60.5M (+100.0%) 1.51% +1.510 pp 0.20% +0.204 pp USD31.59 +0.0% 1 qtrs NEW
11 BROWN BROTHERS HARRIMAN & CO 1.58M +943.2K (+148.0%) 49.93M +30.4M (+156.0%) 1.25% +0.738 pp 0.27% +0.154 pp USD31.19 +1.3% 2 qtrs
12 NEXT CENTURY GROWTH INVESTORS LLC 1.18M +14.8K (+1.3%) 37.33M +1.6M (+4.5%) 0.93% -0.001 pp 2.59% -0.011 pp USD20.21 +56.3% 10 qtrs
13 LOOMIS SAYLES & CO L P 1.09M +401.8K (+58.5%) 34.38M +13.4M (+63.7%) 0.86% +0.310 pp 0.04% +0.017 pp USD30.97 +2.0% 2 qtrs
14 BLACKROCK, INC. 943.4K +122.9K (+15.0%) 29.80M +4.7M (+18.7%) 0.74% +0.088 pp 0.00% +0.000 pp USD28.11 +12.4% 6 qtrs
15 CITADEL ADVISORS LLC 816.6K +512.6K (+168.6%) 25.79M +16.5M (+177.3%) 0.64% +0.401 pp 0.00% +0.003 pp USD30.19 +4.6% 19 qtrs
16 TIMESSQUARE CAPITAL MANAGEMENT, LLC 736.8K -37.8K (-4.9%) 23.28M -426.2K (-1.8%) 0.58% -0.038 pp 0.35% +0.012 pp USD27.01 +17.0% 5 qtrs
17 SILVERCREST ASSET MANAGEMENT GROUP LLC 712.6K +163.4K (+29.8%) 22.51M +5.7M (+34.0%) 0.56% +0.123 pp 0.15% +0.044 pp USD31.74 -0.5% 3 qtrs
18 GEODE CAPITAL MANAGEMENT, LLC 666.0K +129.2K (+24.1%) 21.05M +4.6M (+28.1%) 0.53% +0.096 pp 0.00% +0.000 pp USD28.77 +9.8% 18 qtrs
19 DIMENSIONAL FUND ADVISORS LP 587.3K +43.5K (+8.0%) 18.55M +1.9M (+11.5%) 0.46% +0.029 pp 0.00% +0.000 pp USD19.06 +65.7% 12 qtrs
20 PRICE T ROWE ASSOCIATES INC /MD/ 569.0K +162.8K (+40.1%) 17.98M +5.5M (+44.6%) 0.45% +0.124 pp 0.00% +0.001 pp USD32.40 -2.5% 5 qtrs
21 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 510.5K +510.5K (+100.0%) 16.13M +16.1M (+100.0%) 0.40% +0.403 pp 0.05% +0.045 pp USD31.59 +0.0% 1 qtrs NEW
22 FMR LLC 485.6K -86.1K (-15.1%) 15.34M -2.2M (-12.3%) 0.38% -0.074 pp 0.00% 0.000 pp USD28.90 +9.3% 19 qtrs
23 SEI INVESTMENTS CO 441.5K +227.4K (+106.2%) 13.95M +7.4M (+112.9%) 0.35% +0.177 pp 0.01% +0.007 pp USD31.15 +1.4% 5 qtrs
24 VIENNA POWSZECHNE TOWARZYSTWO EMERYTALNE S.A. VIENNA INSURANCE GROUP 429.9K +219.9K (+104.7%) 13.58M +7.2M (+111.3%) 0.34% +0.171 pp 6.62% +2.830 pp USD31.11 +1.5% 2 qtrs
25 GOLDMAN SACHS GROUP INC 406.9K -1.9M (-82.6%) 12.85M -58.7M (-82.0%) 0.32% -1.550 pp 0.00% -0.007 pp USD30.25 +4.4% 19 qtrs
26 LORD, ABBETT & CO. LLC 405.6K -54.1K (-11.8%) 12.81M -1.3M (-8.9%) 0.32% -0.048 pp 0.04% -0.003 pp USD17.52 +80.3% 10 qtrs
27 QUBE RESEARCH & TECHNOLOGIES LTD 404.1K -55.1K (-12.0%) 12.76M -1.3M (-9.2%) 0.32% -0.048 pp 0.01% -0.002 pp USD29.13 +8.4% 11 qtrs
28 STATE STREET CORP 366.4K +103.0K (+39.1%) 11.57M +3.5M (+43.6%) 0.29% +0.079 pp 0.00% +0.000 pp USD23.94 +32.0% 18 qtrs
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 297.3K +53.7K (+22.1%) 9.39M +1.9M (+26.0%) 0.23% +0.040 pp 0.00% +0.000 pp USD30.89 +2.3% 5 qtrs
30 GRANITE INVESTMENT PARTNERS, LLC 291.5K +25.0K (+9.4%) 9.21M +1.1M (+12.9%) 0.23% +0.017 pp 0.55% +0.083 pp USD30.68 +3.0% 2 qtrs
31 NORTHERN TRUST CORP 268.0K +34.6K (+14.8%) 8.47M +1.3M (+18.6%) 0.21% +0.025 pp 0.00% +0.000 pp USD27.48 +15.0% 18 qtrs
32 ADAMS STREET PARTNERS LLC 223.5K +130.4K (+140.1%) 7.06M +4.2M (+147.9%) 0.18% +0.102 pp 2.68% +0.816 pp USD32.07 -1.5% 5 qtrs
33 MORGAN STANLEY 216.2K +17.1K (+8.6%) 6.83M +736.5K (+12.1%) 0.17% +0.011 pp 0.00% +0.000 pp USD28.92 +9.2% 19 qtrs
34 FIRST TRUST ADVISORS LP 216.1K +187.1K (+646.8%) 6.83M +5.9M (+670.9%) 0.17% +0.147 pp 0.01% +0.004 pp USD31.46 +0.4% 2 qtrs
35 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 204.1K +6.0K (+3.0%) 6.45M +386.2K (+6.4%) 0.16% +0.003 pp 0.01% +0.000 pp USD30.67 +3.0% 5 qtrs
36 NEW YORK STATE COMMON RETIREMENT FUND 203.4K +10.0K (+5.2%) 6.42M +506.2K (+8.6%) 0.16% +0.006 pp 0.01% +0.001 pp USD24.90 +26.9% 7 qtrs
37 PALISADES INVESTMENT PARTNERS, LLC 200.5K +4.5K (+2.3%) 6.33M +335.3K (+5.6%) 0.16% +0.002 pp 2.39% +0.038 pp USD26.24 +20.4% 4 qtrs
38 TWO SIGMA INVESTMENTS, LP 193.6K +55.1K (+39.7%) 6.12M +1.9M (+44.2%) 0.15% +0.042 pp 0.01% +0.002 pp USD29.34 +7.7% 14 qtrs
39 POINT72 ASSET MANAGEMENT, L.P. 181.9K +154.2K (+556.3%) 5.75M +4.9M (+577.5%) 0.14% +0.121 pp 0.01% +0.005 pp USD31.44 +0.5% 7 qtrs
40 UBS GROUP AG 165.9K +70.7K (+74.2%) 5.24M +2.3M (+79.8%) 0.13% +0.055 pp 0.00% +0.000 pp USD30.86 +2.4% 19 qtrs
41 TREXQUANT INVESTMENT LP 164.7K +134.4K (+443.7%) 5.20M +4.3M (+461.3%) 0.13% +0.106 pp 0.05% +0.037 pp USD30.47 +3.7% 9 qtrs
42 KORNITZER CAPITAL MANAGEMENT INC /KS 164.5K +18.7K (+12.8%) 5.20M +735.7K (+16.5%) 0.13% +0.013 pp 0.11% +0.018 pp USD30.71 +2.9% 2 qtrs
43 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 156.8K -210.7K (-57.3%) 4.95M -6.3M (-56.0%) 0.12% -0.170 pp 0.00% -0.004 pp USD30.83 +2.5% 8 qtrs
44 MILLENNIUM MANAGEMENT LLC 143.6K -193.2K (-57.4%) 4.54M -5.8M (-56.0%) 0.11% -0.156 pp 0.00% -0.003 pp USD21.87 +44.4% 19 qtrs
45 SHELLBACK CAPITAL, LP 141.7K -543.6K (-79.3%) 4.48M -16.5M (-78.6%) 0.11% -0.436 pp 0.43% -0.902 pp USD30.60 +3.2% 2 qtrs
46 BANK OF AMERICA CORP /DE/ 137.2K +37.8K (+38.1%) 4.33M +1.3M (+42.5%) 0.11% +0.029 pp 0.00% +0.000 pp USD28.89 +9.3% 19 qtrs
47 VIDENT ADVISORY, LLC 135.6K +23.1K (+20.5%) 4.28M +839.7K (+24.4%) 0.11% +0.017 pp 0.04% +0.006 pp USD30.87 +2.3% 3 qtrs
48 PDT PARTNERS, LLC 135.1K +8.4K (+6.6%) 4.27M +390.8K (+10.1%) 0.11% +0.005 pp 0.28% +0.032 pp USD26.27 +20.3% 8 qtrs
49 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 131.0K +62.0K (+89.8%) 4.14M +2.0M (+96.0%) 0.10% +0.048 pp 0.01% +0.006 pp USD32.20 -1.9% 3 qtrs
50 CANADA PENSION PLAN INVESTMENT BOARD 130.4K +130.4K (+100.0%) 4.12M +4.1M (+100.0%) 0.10% +0.103 pp 0.00% +0.003 pp USD31.59 +0.0% 1 qtrs NEW
51 ROYAL BANK OF CANADA 125.5K -71.6K (-36.3%) 3.97M -2.1M (-34.3%) 0.10% -0.059 pp 0.00% 0.000 pp USD27.90 +13.2% 19 qtrs
52 GOTHAM ASSET MANAGEMENT, LLC 110.6K +43.6K (+65.1%) 3.49M +1.4M (+70.5%) 0.09% +0.034 pp 0.01% +0.004 pp USD31.55 +0.1% 3 qtrs
53 UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 102.8K +102.8K (+100.0%) 3.25M +3.2M (+100.0%) 0.08% +0.081 pp 0.46% +0.459 pp USD31.59 +0.0% 1 qtrs NEW
54 OPPENHEIMER ASSET MANAGEMENT INC. 94.5K +55.0K (+139.1%) 2.99M +1.8M (+146.9%) 0.07% +0.043 pp 0.04% +0.023 pp USD31.18 +1.3% 2 qtrs
55 ESSEX INVESTMENT MANAGEMENT CO LLC 93.1K -2.2K (-2.4%) 2.94M +23.6K (+0.8%) 0.07% -0.003 pp 0.45% +0.002 pp USD11.47 +175.4% 11 qtrs
56 RENAISSANCE TECHNOLOGIES LLC 93.0K +93.0K (+100.0%) 2.94M +2.9M (+100.0%) 0.07% +0.073 pp 0.00% +0.005 pp USD31.59 +0.0% 16 qtrs
57 GLOBEFLEX CAPITAL L P 89.7K +26.8K (+42.5%) 2.83M +908.5K (+47.2%) 0.07% +0.021 pp 0.43% +0.137 pp USD26.15 +20.8% 8 qtrs
58 RAYMOND JAMES FINANCIAL INC 87.3K -2.3K (-2.6%) 2.76M +15.4K (+0.6%) 0.07% -0.003 pp 0.00% +0.000 pp USD31.89 -0.9% 5 qtrs
59 G2 INVESTMENT PARTNERS MANAGEMENT LLC 85.1K +85.1K (+100.0%) 2.69M +2.7M (+100.0%) 0.07% +0.067 pp 0.64% +0.639 pp USD31.59 +0.0% 1 qtrs NEW
60 SWISS NATIONAL BANK 80.5K +19.1K (+31.1%) 2.54M +664.2K (+35.3%) 0.06% +0.014 pp 0.00% +0.000 pp USD29.09 +8.6% 17 qtrs
61 B. METZLER SEEL. SOHN & CO. AG 78.3K +45.7K (+140.0%) 2.47M +1.5M (+147.7%) 0.06% +0.036 pp 0.02% +0.013 pp USD31.18 +1.3% 2 qtrs
62 NAVELLIER & ASSOCIATES INC 77.2K -15.3K (-16.5%) 2.44M -391.6K (-13.8%) 0.06% -0.013 pp 0.27% -0.014 pp USD25.58 +23.5% 8 qtrs
63 MARSHALL WACE, LLP 71.6K +21.5K (+42.8%) 2.26M +727.9K (+47.4%) 0.06% +0.016 pp 0.00% +0.001 pp USD26.24 +20.4% 18 qtrs
64 SUSQUEHANNA INTERNATIONAL GROUP, LLP 68.6K +32.1K (+87.8%) 2.17M +1.0M (+93.9%) 0.05% +0.025 pp 0.00% +0.000 pp USD32.19 -1.9% 5 qtrs
65 SQUAREPOINT OPS LLC 65.5K +18.1K (+38.3%) 2.07M +619.8K (+42.7%) 0.05% +0.014 pp 0.00% +0.001 pp USD28.76 +9.8% 8 qtrs
66 STERLING CAPITAL MANAGEMENT LLC 63.5K +19.7K (+45.1%) 2.01M +666.7K (+49.8%) 0.05% +0.015 pp 0.03% +0.013 pp USD31.51 +0.3% 3 qtrs
67 ALGERT GLOBAL LLC 63.2K -16.6K (-20.8%) 2.00M -444.0K (-18.2%) 0.05% -0.014 pp 0.03% -0.010 pp USD29.27 +7.9% 9 qtrs
68 HUSSMAN STRATEGIC ADVISORS, INC. 63.0K -10.5K (-14.3%) 1.99M -258.9K (-11.5%) 0.05% -0.009 pp 0.48% -0.006 pp USD31.83 -0.8% 3 qtrs
69 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 59.3K +59.3K (+100.0%) 1.87M +1.9M (+100.0%) 0.05% +0.047 pp 0.06% +0.064 pp USD31.59 +0.0% 1 qtrs NEW
70 CENTERBOOK PARTNERS LP 57.9K +16.4K (+39.7%) 1.83M +560.5K (+44.2%) 0.05% +0.013 pp 0.09% +0.027 pp USD28.53 +10.7% 9 qtrs
71 CAPITAL FUND MANAGEMENT S.A. 52.0K +52.0K (+100.0%) 1.64M +1.6M (+100.0%) 0.04% +0.041 pp 0.00% +0.005 pp USD31.59 +0.0% 1 qtrs NEW
72 CERITY PARTNERS LLC 46.1K +5.3K (+12.9%) 1.46M +206.6K (+16.6%) 0.04% +0.004 pp 0.00% +0.000 pp USD23.50 +34.4% 6 qtrs
73 DARK FOREST CAPITAL MANAGEMENT LP 42.4K +31.7K (+299.0%) 1.34M +1.0M (+311.9%) 0.03% +0.025 pp 0.06% +0.051 pp USD31.34 +0.8% 5 qtrs
74 XTX TOPCO LTD 42.2K +34.0K (+417.7%) 1.33M +1.1M (+434.4%) 0.03% +0.027 pp 0.04% +0.022 pp USD31.40 +0.6% 2 qtrs
75 UBS ASSET MANAGEMENT AMERICAS INC 42.1K +4.8K (+12.7%) 1.33M +187.2K (+16.4%) 0.03% +0.003 pp 0.00% +0.000 pp USD29.37 +7.6% 9 qtrs
76 BANK OF NEW YORK MELLON CORP 41.8K +4.3K (+11.5%) 1.32M +173.2K (+15.1%) 0.03% +0.003 pp 0.00% +0.000 pp USD18.27 +72.9% 13 qtrs
77 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 41.7K +16.0K (+62.4%) 1.32M +532.1K (+67.7%) 0.03% +0.012 pp 0.00% +0.001 pp USD29.90 +5.7% 13 qtrs
78 D. E. SHAW & CO., INC. 41.4K +5.1K (+14.2%) 1.31M +198.1K (+17.8%) 0.03% +0.004 pp 0.00% +0.000 pp USD27.73 +13.9% 13 qtrs
79 BNP PARIBAS ARBITRAGE, SNC 41.0K +29.1K (+243.8%) 1.30M +931.3K (+255.0%) 0.03% +0.023 pp 0.00% +0.000 pp USD31.29 +1.0% 5 qtrs
80 COMERICA BANK 40.5K +40.2K (+11,320.8%) 1.28M +1.3M (+11,690.3%) 0.03% +0.032 pp 0.01% +0.005 pp USD31.56 +0.1% 10 qtrs
81 LAZARD ASSET MANAGEMENT LLC 39.7K +1.4K (+3.8%) 1.25M +83.4K (+7.1%) 0.03% +0.001 pp 0.00% +0.001 pp USD32.54 -2.9% 3 qtrs
82 WELLS FARGO & COMPANY/MN 39.3K +4.8K (+13.9%) 1.24M +185.8K (+17.6%) 0.03% +0.003 pp 0.00% +0.000 pp USD30.71 +2.9% 19 qtrs
83 JUMP FINANCIAL, LLC 36.8K -143.3K (-79.6%) 1.16M -4.3M (-78.9%) 0.03% -0.115 pp 0.01% -0.052 pp USD29.73 +6.3% 9 qtrs
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 36.2K +9.4K (+34.9%) 1.14M +322.4K (+39.3%) 0.03% +0.007 pp 0.00% +0.000 pp USD30.02 +5.2% 17 qtrs
85 LPL FINANCIAL LLC 35.6K -1.9K (-5.2%) 1.12M -24.1K (-2.1%) 0.03% -0.002 pp 0.00% +0.000 pp USD30.60 +3.2% 2 qtrs
86 BREVAN HOWARD CAPITAL MANAGEMENT LP 35.3K +17.1K (+94.3%) 1.11M +559.1K (+100.6%) 0.03% +0.013 pp 0.01% +0.010 pp USD31.08 +1.6% 2 qtrs
87 AQR CAPITAL MANAGEMENT LLC 33.6K +13.5K (+67.0%) 1.06M +445.6K (+72.4%) 0.03% +0.010 pp 0.00% +0.000 pp USD25.96 +21.7% 7 qtrs
88 PICTET ASSET MANAGEMENT HOLDING SA 32.8K +32.8K (+100.0%) 1.04M +1.0M (+100.0%) 0.03% +0.026 pp 0.00% +0.001 pp USD31.59 +0.0% 1 qtrs NEW
89 LEGAL & GENERAL GROUP PLC 31.3K +4.0K (+14.7%) 988.5K +153.8K (+18.4%) 0.02% +0.003 pp 0.00% +0.000 pp USD26.30 +20.1% 19 qtrs
90 LEGATO CAPITAL MANAGEMENT LLC 30.3K -21.6K (-41.6%) 956.1K -631.1K (-39.8%) 0.02% -0.018 pp 0.08% -0.091 pp USD22.71 +39.1% 11 qtrs
91 WAKEFIELD ASSET MANAGEMENT LLLP 29.4K +157.0 (+0.5%) 929.4K +33.9K (+3.8%) 0.02% 0.000 pp 0.25% +0.008 pp USD17.94 +76.1% 9 qtrs
92 MAGNETAR FINANCIAL LLC 26.7K +26.7K (+100.0%) 842.4K +842.4K (+100.0%) 0.02% +0.021 pp 0.01% +0.008 pp USD31.59 +0.0% 3 qtrs
93 AQUATIC CAPITAL MANAGEMENT LLC 26.7K +19.1K (+254.9%) 842.0K +612.2K (+266.4%) 0.02% +0.015 pp 0.02% +0.020 pp USD30.90 +2.2% 6 qtrs
94 TUDOR INVESTMENT CORP ET AL 25.1K +25.1K (+100.0%) 792.7K +792.7K (+100.0%) 0.02% +0.020 pp 0.00% +0.002 pp USD31.59 +0.0% 1 qtrs NEW
95 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 24.5K -16.8K (-40.7%) 775.0K -490.0K (-38.7%) 0.02% -0.014 pp 0.18% -0.039 pp USD30.47 +3.7% 9 qtrs
96 AMERIPRISE FINANCIAL INC 22.5K -28.6K (-56.0%) 714.0K -849.2K (-54.3%) 0.02% -0.023 pp 0.00% 0.000 pp USD32.75 -3.5% 5 qtrs
97 INDEPENDENT ADVISOR ALLIANCE 22.3K +2.4K (+12.3%) 704.8K +97.0K (+16.0%) 0.02% +0.002 pp 0.02% +0.001 pp USD30.62 +3.2% 7 qtrs
98 BOOTHBAY FUND MANAGEMENT, LLC 22.0K +22.0K (+100.0%) 694.5K +694.5K (+100.0%) 0.02% +0.017 pp 0.01% +0.010 pp USD31.59 +0.0% 1 qtrs NEW
99 STEPSTONE GROUP LP 36.5K +36.5K (+100.0%) 127.3K +127.3K (+100.0%) 0.03% +0.029 pp 0.07% +0.068 pp USD31.59 +0.0% 3 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
480.0K
Shares disposed
Cash buys
Cash sales
Net activity
+480,000
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
2044-10-04 Dumbrell Jeffrey C Officer M-Exempt A Common Stock, par value $0.01 per share 1,388 33.18 46.1K 37,633
2026-04-07 Sharma Dushyant Director / Officer / 10% Owner A-Award A Class A Common Stock 480,000 0.00 1,498,465 D
2026-03-13 Portocalis Gerasimos (Jerry) Officer F-InKind D Class A Common Stock 4,644 0.00 754,685 D
2026-03-13 Kalra Sanjay Officer F-InKind D Class A Common Stock 7,372 0.00 553,000 D
2026-03-13 Gerber Andrew A. Officer F-InKind D Class A Common Stock 1,456 0.00 117,163 D
2026-02-15 Sharma Dushyant Director / Officer / 10% Owner F-InKind D Class A Common Stock 27,427 0.00 1,018,465 D
2026-02-15 Portocalis Gerasimos (Jerry) Officer F-InKind D Class A Common Stock 2,989 0.00 619,685 D
2026-02-15 Kalra Sanjay Officer F-InKind D Class A Common Stock 19,816 0.00 420,728 D
2026-02-15 Gerber Andrew A. Officer F-InKind D Class A Common Stock 3,900 0.00 95,345 D
2025-12-10 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 59,920 0.00 295,905 I
2025-12-10 Malinowski Adam Director J-Other A Class B Common Stock 13,277 0.00 201,547 D
2025-12-10 Klein Jason Director J-Other A Class B Common Stock 145,596 0.00 2,171,003 I
2025-12-10 Barnds Thomas 10% Owner J-Other D Class B Common Stock 180,352 0.00 1,003,054 I
2025-12-10 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 5,084 0.00 25,100 I
2025-11-19 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 1,000,000 0.00 4,364,707 I
2025-11-19 Barnds Thomas 10% Owner J-Other D Class B Common Stock 1,000,000 0.00 4,364,707 I
2025-11-19 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 1,000,000 0.00 4,364,707 I
2025-11-17 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 5,084 0.00 30,184 I
2025-11-17 Malinowski Adam Director J-Other A Class B Common Stock 13,285 0.00 188,270 D
2025-11-17 Klein Jason Director J-Other A Class B Common Stock 145,709 0.00 2,025,407 I
2025-11-17 Barnds Thomas 10% Owner J-Other D Class B Common Stock 59,920 0.00 355,825 I
2025-11-17 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 3,602,968 0.00 21,395,285 I
2025-11-15 Sharma Dushyant Director / Officer / 10% Owner F-InKind D Class A Common Stock 27,054 0.00 1,045,892 D
2025-11-15 Portocalis Gerasimos (Jerry) Officer F-InKind D Class A Common Stock 4,356 0.00 622,674 D
2025-11-15 Kalra Sanjay Officer F-InKind D Class A Common Stock 19,494 0.00 440,544 D
2025-11-15 Gerber Andrew A. Officer F-InKind D Class A Common Stock 3,579 0.00 99,245 D
2025-09-10 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 5,084 0.00 35,268 I
2025-09-10 Malinowski Adam Director J-Other A Class B Common Stock 13,308 0.00 174,985 D
2025-09-10 Klein Jason Director J-Other A Class B Common Stock 146,551 0.00 1,879,698 I
2025-09-10 Barnds Thomas 10% Owner J-Other D Class B Common Stock 5,084 0.00 35,268 I
2025-09-10 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 59,920 0.00 415,745 I
2025-09-03 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 5,084 0.00 40,352 I
2025-09-03 Malinowski Adam Director J-Other A Class B Common Stock 13,295 0.00 161,677 D
2025-09-03 Klein Jason Director J-Other A Class B Common Stock 146,468 0.00 1,733,147 I
2025-09-03 Barnds Thomas 10% Owner J-Other D Class B Common Stock 5,084 0.00 40,352 I
2025-09-03 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 5,084 0.00 40,352 I
2025-08-26 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 5,084 0.00 45,436 I
2025-08-26 Malinowski Adam Director J-Other A Class B Common Stock 13,312 0.00 148,382 D
2025-08-26 Klein Jason Director J-Other A Class B Common Stock 146,675 0.00 1,586,679 I
2025-08-26 Barnds Thomas 10% Owner J-Other D Class B Common Stock 5,084 0.00 45,436 I
2025-08-26 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 5,084 0.00 45,436 I
2025-08-20 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 151,676 0.00 1,507,391 I
2025-08-20 Malinowski Adam Director J-Other A Class B Common Stock 13,278 0.00 135,070 D
2025-08-20 Klein Jason Director J-Other A Class B Common Stock 145,863 0.00 1,440,004 I
2025-08-20 Barnds Thomas 10% Owner J-Other D Class B Common Stock 5,084 0.00 50,520 I
2025-08-20 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 5,084 0.00 50,520 I
2025-08-15 Sharma Dushyant Director / Officer / 10% Owner F-InKind D Class A Common Stock 27,054 0.00 1,072,946 D
2025-08-15 Kalra Sanjay Officer F-InKind D Class A Common Stock 19,494 0.00 460,038 D
2025-08-15 Gerber Andrew A. Officer F-InKind D Class A Common Stock 3,576 0.00 102,824 D
2025-07-02 Sharma Dushyant Director / Officer / 10% Owner A-Award A Class A Common Stock 1,100,000 0.00 1,100,000 D
2025-06-10 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 5,084 0.00 55,604 I
2025-06-10 Malinowski Adam Director J-Other A Class B Common Stock 13,313 0.00 121,792 D
2025-06-10 Klein Jason Director J-Other A Class B Common Stock 146,758 0.00 1,294,141 I
2025-06-10 Barnds Thomas 10% Owner J-Other D Class B Common Stock 59,920 0.00 655,425 I
2025-06-10 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 5,084 0.00 55,604 I
2025-06-09 OBEROI ARUN Director A-Award A Class A Common Stock 4,698 0.00 33,605 D
2025-06-09 INGRAM WILLIAM Director A-Award A Class A Common Stock 4,698 0.00 78,661 D
2025-06-09 DAVIDS JODY R Director A-Award A Class A Common Stock 4,698 0.00 36,450 D
2025-06-02 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 5,084 0.00 60,688 I
2025-06-02 Malinowski Adam Director J-Other A Class B Common Stock 13,323 0.00 108,479 D
2025-06-02 Klein Jason Director J-Other A Class B Common Stock 147,113 0.00 1,147,383 I
2025-06-02 Barnds Thomas 10% Owner J-Other D Class B Common Stock 3,602,968 0.00 43,013,093 I
2025-06-02 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 59,920 0.00 715,345 I
2025-05-21 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 5,084 0.00 65,772 I
2025-05-21 Malinowski Adam Director J-Other A Class B Common Stock 13,323 0.00 95,156 D
2025-05-21 Barnds Thomas 10% Owner J-Other D Class B Common Stock 5,084 0.00 65,772 I
2025-05-21 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 59,920 0.00 775,265 I
2025-05-16 Kalra Sanjay Officer S-Sale D Class A Common Stock 25,000 40.02 1.00M 479,532 D
2025-05-15 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 151,676 0.00 2,114,095 I
2025-05-15 OBEROI ARUN Director S-Sale D Class A Common Stock 4,415 38.06 168.1K 28,907 D
2025-05-15 Malinowski Adam Director J-Other A Class B Common Stock 13,280 0.00 81,833 D
2025-05-15 Klein Jason Director J-Other A Class B Common Stock 146,010 0.00 853,144 I
2025-05-15 Kalra Sanjay Officer F-InKind D Class A Common Stock 15,959 0.00 504,532 D
2025-05-15 Gerber Andrew A. Officer F-InKind D Class A Common Stock 2,893 0.00 106,400 D
2025-05-15 Barnds Thomas 10% Owner J-Other D Class B Common Stock 5,084 0.00 70,856 I
2025-05-15 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 180,352 0.00 2,626,222 I
2025-05-12 INGRAM WILLIAM Director S-Sale D Class A Common Stock 11,409 38.01 433.6K 73,963 D
2025-03-14 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 25,455 0.00 75,940 I
2025-03-14 Malinowski Adam Director J-Other A Class B Common Stock 14,236 0.00 68,553 D
2025-03-14 Klein Jason Director J-Other A Class B Common Stock 113,919 0.00 707,134 I
2025-03-14 Barnds Thomas 10% Owner P-Purchase A Class B Common Stock 1,415,984 0.00 2,474,417 I
2025-03-14 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 759,499 0.00 2,265,771 I
2025-03-13 Portocalis Gerasimos (Jerry) Officer A-Award A Class A Common Stock 68,447 0.00 627,030 D
2025-03-13 Kalra Sanjay Officer A-Award A Class A Common Stock 68,447 0.00 520,491 D
2025-03-13 Gerber Andrew A. Officer A-Award A Class A Common Stock 17,112 0.00 109,293 D
2025-03-12 DAVIDS JODY R Director S-Sale D Class A Common Stock 1,016 30.68 31.2K 31,752 D
2025-03-10 Kalra Sanjay Officer F-InKind D Class A Common Stock 13,991 26.36 368.8K 452,044 D
2025-03-10 Gerber Andrew A. Officer F-InKind D Class A Common Stock 2,674 26.36 70.5K 92,181 D
2025-02-18 Kalra Sanjay Officer S-Sale D Class A Common Stock 15,794 31.99 505.2K 466,035 D
2025-02-18 Gerber Andrew A. Officer S-Sale D Class A Common Stock 3,070 31.98 98.2K 94,855 D
2024-12-05 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 7,422,692 0.00 56,518,054 I
2024-12-05 Malinowski Adam Director J-Other A Class B Common Stock 26,696 0.00 54,317 D
2024-12-05 Klein Jason Director J-Other A Class B Common Stock 297,321 0.00 593,215 I
2024-12-05 Barnds Thomas 10% Owner J-Other D Class B Common Stock 7,422,692 0.00 56,518,054 I
2024-12-05 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 7,422,692 0.00 56,518,054 I
2024-12-04 Gerber Andrew A. Officer S-Sale D Class A Common Stock 34,272 37.36 1.28M 97,925 D
2024-11-26 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 288,654 0.00 5,018,810 I
2024-11-26 Malinowski Adam Director J-Other A Class B Common Stock 13,328 0.00 27,621 D
2024-11-26 Klein Jason Director J-Other A Class B Common Stock 147,905 0.00 295,894 I
2024-11-26 Barnds Thomas 10% Owner J-Other D Class B Common Stock 288,654 0.00 5,018,810 I
2024-11-26 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 288,654 0.00 5,018,810 I
2024-11-26 AKKR STRATEGIC CAPITAL LP 10% Owner Class B Common Stock 60,518 0.00 0 I
2024-11-18 Kalra Sanjay Officer S-Sale D Class A Common Stock 13,604 34.12 464.2K 483,879 D
2024-11-18 Gerber Andrew A. Officer S-Sale D Class A Common Stock 2,816 34.61 97.5K 132,197 D
2024-09-11 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 72,163 0.00 5,307,464
2024-09-11 Malinowski Adam Director J-Other A Class B Common Stock 3,252 0.00 14,293
2024-09-11 Klein Jason Director J-Other A Class B Common Stock 34,133 0.00 147,989
2024-09-11 Barnds Thomas 10% Owner J-Other D Class B Common Stock 72,163 0.00 5,307,464
2024-09-11 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 72,163 0.00 5,307,464
2024-08-22 Palumbo Robert Director / 10% Owner C-Conversion A Class A Common Stock 155,574 0.00 2,401,460
2024-08-22 Malinowski Adam Director J-Other A Class B Common Stock 6,154 0.00 11,041
2024-08-22 Klein Jason Director J-Other A Class B Common Stock 67,885 0.00 113,856
2024-08-22 Barnds Thomas 10% Owner J-Other D Class B Common Stock 144,327 0.00 5,379,627
2024-08-22 Accel-KKR Holdings GP, LLC Director / 10% Owner C-Conversion D Class B Common Stock 155,574 0.00 68,579,929
2024-08-16 Kalra Sanjay Officer S-Sale D Class A Common Stock 15,835 23.43 370.9K 497,483
2024-08-16 Gerber Andrew A. Officer S-Sale D Class A Common Stock 1,523 23.59 35.9K 135,013
2024-06-21 Gerber Andrew A. Officer S-Sale D Class A Common Stock 5,576 18.85 105.1K 136,536
2024-06-10 OBEROI ARUN Director A-Award A Class A Common Stock 8,655 0.00 33,322
2024-06-10 INGRAM WILLIAM Director A-Award A Class A Common Stock 8,655 0.00 85,372
2024-06-10 DAVIDS JODY R Director A-Award A Class A Common Stock 8,655 0.00 45,752
2024-06-04 Barnds Thomas Director / 10% Owner G-Gift D Class B Common Stock 146,954 0.00 43
2024-05-16 Gerber Andrew A. Officer S-Sale D Class A Common Stock 1,575 18.81 29.6K 142,112
2024-03-14 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 72,163 0.00 5,523,954
2024-03-14 Malinowski Adam Director J-Other A Class B Common Stock 3,324 0.00 4,887
2024-03-14 Klein Jason Director J-Other A Class B Common Stock 33,947 0.00 45,971
2024-03-14 Barnds Thomas Director / 10% Owner J-Other D Class B Common Stock 72,163 0.00 5,523,954
2024-03-14 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 72,163 0.00 5,523,954
2024-03-08 Portocalis Gerasimos (Jerry) Officer A-Award A Class A Common Stock 104,113 0.00 558,583
2024-03-08 Kalra Sanjay Officer A-Award A Class A Common Stock 104,113 0.00 513,318
2024-03-08 Gerber Andrew A. Officer A-Award A Class A Common Stock 31,234 0.00 143,687
2024-03-07 Kalra Sanjay Officer S-Sale D Class A Common Stock 32,308 18.41 594.9K 442,752
2024-02-20 Gerber Andrew A. Officer S-Sale D Class A Common Stock 1,273 15.54 19.8K 112,453
2023-11-20 Palumbo Robert Director / 10% Owner J-Other D Class B Common Stock 500,000 0.00 71,363,439
2023-11-20 Malinowski Adam Director J-Other A Class B Common Stock 1,563 0.00 1,563
2023-11-20 Klein Jason Director J-Other A Class B Common Stock 12,024 0.00 12,024
2023-11-20 Barnds Thomas Director / 10% Owner J-Other D Class B Common Stock 500,000 0.00 71,363,439
2023-11-20 Accel-KKR Holdings GP, LLC Director / 10% Owner J-Other D Class B Common Stock 38,888 0.00 5,596,117
2023-11-16 Gerber Andrew A. Officer S-Sale D Class A Common Stock 1,031 16.49 17.0K 113,726
2023-11-08 Portocalis Gerasimos (Jerry) Officer M-Exempt D Stock Option (right to buy) 15,000 8.66 129.9K 8,333
2023-08-16 Gerber Andrew A. Officer S-Sale D Class A Common Stock 1,052 13.23 13.9K 114,757
2023-06-28 Portocalis Gerasimos (Jerry) Officer S-Sale D Class A Common Stock 3,677 10.39 38.2K 439,470
2023-06-27 Portocalis Gerasimos (Jerry) Officer S-Sale D Class A Common Stock 2,008 10.53 21.1K 443,147
2023-06-20 Gerber Andrew A. Officer A-Award A Class A Common Stock 50,000 0.00 115,809
2023-06-05 OBEROI ARUN Director A-Award A Class A Common Stock 17,689 0.00 24,667
2023-06-05 INGRAM WILLIAM Director A-Award A Class A Common Stock 17,689 0.00 76,717
2023-06-05 DAVIDS JODY R Director A-Award A Class A Common Stock 17,689 0.00 37,097
2023-05-16 Gerber Andrew A. Officer S-Sale D Class A Common Stock 998 9.40 9.4K 65,809
2023-04-27 OBEROI ARUN Director A-Award A Class A Common Stock 2,288 0.00 6,978
2023-03-06 Kalra Sanjay Officer D No securities beneficially owned 0 0.00 0
2023-02-16 Seamon Paul E. Officer S-Sale D Class A Common Stock 94 9.25 869.50 31,723
2023-02-06 Gerber Andrew A. Officer S-Sale D Class A Common Stock 5,007 9.34 46.8K 66,807
2022-11-16 Seamon Paul E. Officer S-Sale D Class A Common Stock 90 11.18 1.0K 31,817
2022-09-09 Seamon Paul E. Officer D Class A Common Stock 0 0.00 31,907
2022-09-01 Portocalis Gerasimos (Jerry) Officer G-Gift D Class A Common Stock 47,619 0.00 0
2022-08-17 Parson Matt Officer S-Sale D Class A Common Stock 63 11.33 713.79 103,873
2022-06-23 Portocalis Gerasimos (Jerry) Officer A-Award A Class A Common Stock 95,238 0.00 492,774
2022-06-23 Parson Matt Officer A-Award A Class A Common Stock 95,238 0.00 103,936
2022-06-09 Trainor Gary Director S-Sale D Class A Common Stock 620,000 13.68 8.48M 669,888
2022-06-06 INGRAM WILLIAM Director A-Award A Class A Common Stock 11,409 0.00 59,028
2022-06-06 DAVIDS JODY R Director A-Award A Class A Common Stock 950 0.00 19,408
2022-05-18 Portocalis Gerasimos (Jerry) Officer M-Exempt A Class B Common Stock 26,667 0.00 26,667
2022-05-17 Parson Matt Officer S-Sale D Class A Common Stock 228 14.80 3.4K 8,698
2022-04-18 DAVIDS JODY R Director A-Award A Class A Common Stock 18,458 0.00 18,458
2022-04-07 Portocalis Gerasimos (Jerry) Officer M-Exempt D Stock Option (right to buy) 323,250 0.03 9.7K 0
2022-02-24 Trainor Gary Director M-Exempt D Stock Option (Right to Buy) 100,000 0.03 3.0K 1,189,888
2022-02-18 Sharma Dushyant Director / Officer / 10% Owner P-Purchase A Class A Common Stock 1 23.86 23.86 1
2022-02-03 Gerber Andrew A. Officer 0 0.00 0
2022-01-03 Trainor Gary Director M-Exempt D Stock Option (Right to Buy) 40,827 0.03 1.2K 1,289,888
2021-12-27 Trainor Gary Director C-Conversion D Class B Common Stock 7,350 0.00 0
2021-12-23 Trainor Gary Director S-Sale D Class A Common Stock 7,350 30.77 226.2K 0
2021-12-22 Trainor Gary Director S-Sale D Class A Common Stock 1,646 29.04 47.8K 0
2021-12-21 Trainor Gary Director C-Conversion A Class A Common Stock 2,316 0.00 2,316
2021-12-20 Trainor Gary Director S-Sale D Class A Common Stock 22 27.63 607.86 0
2021-12-17 Trainor Gary Director S-Sale D Class A Common Stock 3,621 28.31 102.5K 0
2021-12-16 Trainor Gary Director C-Conversion A Class A Common Stock 6,867 0.00 6,867
2021-12-15 Trainor Gary Director M-Exempt D Stock Option (Right to Buy) 7,350 0.03 220.50 1,382,165
2021-12-14 Trainor Gary Director C-Conversion A Class A Common Stock 5,373 0.00 5,373
2021-12-13 Trainor Gary Director C-Conversion A Class A Common Stock 6,834 0.00 6,834
2021-12-10 Trainor Gary Director C-Conversion A Class A Common Stock 6,306 0.00 6,306
2021-12-09 Trainor Gary Director S-Sale D Class A Common Stock 108 28.53 3.1K 0
2021-12-08 Trainor Gary Director C-Conversion A Class A Common Stock 7,350 0.00 7,350
2021-12-07 Trainor Gary Director S-Sale D Class A Common Stock 7,350 29.77 218.8K 0
2021-12-06 Trainor Gary Director C-Conversion A Class A Common Stock 1,908 0.00 1,908
2021-12-03 Trainor Gary Director C-Conversion A Class A Common Stock 100 0.00 100
2021-12-02 Trainor Gary Director S-Sale D Class A Common Stock 1,908 28.92 55.2K 0
2021-12-01 Trainor Gary Director S-Sale D Class A Common Stock 2,190 28.33 62.0K 0
2021-11-30 Trainor Gary Director C-Conversion A Class A Common Stock 5,236 0.00 5,236
2021-11-29 Trainor Gary Director C-Conversion A Class A Common Stock 6,082 0.00 6,082
2021-08-09 Parson Matt Officer A-Award A Class A Common Stock 4,165 0.00 8,926
2021-08-09 Morrow John C Officer A-Award A Class A Common Stock 4,165 0.00 39,879
2021-05-28 Trainor Gary Director J-Other A Stock Option (Right to Buy) 1,477,715 0.03 44.3K 1,477,715
2021-05-28 Sharma Dushyant Director / Officer / 10% Owner J-Other A Class B Common Stock 17,549,795 0.00 17,549,795
2021-05-28 Portocalis Gerasimos (Jerry) Officer J-Other A Class B Common Stock 810,565 0.00 810,565
2021-05-28 Parson Matt Officer J-Other D Stock Option (Right to Buy) 335,000 8.66 2.90M 0
2021-05-28 Morrow John C Officer J-Other A Stock Option (Right to Buy) 115,500 8.66 1.00M 115,500
2021-05-28 INGRAM WILLIAM Director P-Purchase A Class A Common Stock 47,619 21.00 1,000.0K 47,619
2021-05-28 Accel-KKR Holdings GP, LLC 10% Owner C-Conversion A Class A Common Stock 3,168 50,000,000.00 158.40B 3,168
2021-05-25 Trainor Gary Director I Stock Option (Right to Buy) 1,477,715 0.03 44.3K 0
2021-05-25 Sharma Dushyant Director / Officer / 10% Owner I Common Stock 0 0.00 157,167
2021-05-25 Portocalis Gerasimos (Jerry) Officer D Stock Option (Right to Buy) 50,000 8.66 433.0K 0

Executive team

Top executives
EBIT / Employee
65.2K
Shares Outstanding
125.25M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Dushyant Sharma Chairman, President and Chief Executive Officer 371.3K 169.4K 34.23M 846.8K 10.4K 35.63M 96.08%
2 2025 Sanjay Kalra Senior Vice President and Chief Financial Officer 530.5K 125.4K 2.00M 627.1K 13.4K 3.30M 60.67%
3 2025 Gerasimos (Jerry) Portocalis Chief Commercial Officer 445.6K 105.4K 2.00M 526.8K 413.00 3.08M 64.98%
4 2025 Andrew Gerber Former General Counsel and Secretary 362.0K 52.6K 500.0K 263.2K 10.3K 1.19M 42.08%
5 2024 Sanjay Kalra Senior Vice President and Chief Financial 512.2K 2.00M 618.0K 10.1K 3.14M 63.69%
6 2024 Sanjay Kalra Senior Vice President and Chief Financial Officer 512.2K 2.00M 618.0K 10.1K 3.14M 63.69%
7 2024 Gerasimos (Jerry) Portocalis Chief Commercial Officer 430.3K 108.2K 2.00M 324.5K 2.0K 2.86M 69.81%
8 2024 Andrew Gerber General Counsel and Secretary 349.6K 600.0K 259.4K 10.0K 1.22M 49.22%
9 2024 Andrew Gerber Former General Counsel and Secretary 349.6K 600.0K 259.4K 10.0K 1.22M 49.22%
10 2024 Dushyant Sharma Chairman, President and Chief Executive Officer 358.6K 834.5K 16.2K 1.21M 0.00%
11 2023 Sanjay Kalra Senior Vice President and Chief Financial Officer 399.4K 4.00M 467.5K 546.00 4.87M 82.18%
12 2023 Sanjay Kalra Senior Vice President and Chief Financial 399.4K 4.00M 467.5K 546.00 4.87M 82.18%
13 2023 Andrew Gerber Former General Counsel and Secretary 338.5K 559.5K 235.7K 9.8K 1.14M 48.93%
14 2023 Andrew Gerber General Counsel and Secretary 338.5K 559.5K 235.7K 9.8K 1.14M 48.93%
15 2023 Dushyant Sharma Chairman, President and Chief Executive Officer 350.0K 757.4K 13.8K 1.12M 0.00%
16 2023 Gerasimos (Jerry) Portocalis Chief Commercial Officer 416.6K 294.6K 1.3K 712.4K 0.00%
17 2022 Andrew Gerber General Counsel and Secretary 318.2K 120.0K 2.00M 76.0K 7.3K 2.52M 79.51%
18 2022 Gerasimos (Jerry) Portocalis Chief Commercial Officer 395.8K 150.0K 1.35M 95.0K 1.3K 2.00M 67.82%
19 2022 Dushyant Sharma Chairman, President and Chief Executive Officer 350.0K 257.0K 13.9K 607.7K 0.00%
20 2021 Dushyant Sharma Chairman, President and Chief Executive Officer 350.0K 1.00M 675.0K 690.00 2.03M 0.00%
21 2021 Matt Parson Chief Financial Officer 360.0K 122.6K 240.0K 450.00 723.1K 16.96%
22 2021 Gerasimos (Jerry) Portocalis Chief Commercial Officer 350.0K 250.0K 1.3K 601.3K 0.00%
23 2020 Matt Parson Chief Financial Officer 142.5K 1.24M 100.0K 169.00 1.48M 83.64%
24 2020 Dushyant Sharma Chairman, President and Chief Executive Officer 350.0K 700.0K 690.00 1.05M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-22 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-04-22 SC 13G/A
2026-04-22 DEF 14A
2026-04-22 ARS
2026-04-08 8-K
2026-04-08 4
2026-03-27 SC 13G/A
2026-03-26 8-K
2026-03-16 4
2026-03-16 4

Executive team

NameTitleCompensationGender
Dushyant Sharma Chairman, President & Chief Executive Officer 1M male
Sanjay Kalra Senior Vice President, Chief Financial Officer & Principal Accounting Officer 1M male
Gerasimos Portocalis Chief Commercial Officer 1M male
Andrew Gerber General Counsel & Secretary 619.0K male
David Hanover Investor Relations Officer
ESG Rating
B
INFORMATION TECHNOLOGY SERVICES
2018
E (Environmental)
55.4 / 65.1
Company / Sector avg.
S (Social)
62.5 / 65.3
Company / Sector avg.
G (Governance)
54.4 / 67.4
Company / Sector avg.
ESG Total
57.4 / 65.9
Company / Sector avg.
ESG Score History INFORMATION TECHNOLOGY SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits