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Procore Technologies, Inc. (PCOR)

USD44.80 +1.76 (+4.09%)
US NYSE Technology Software - Application
Address 6309 Carpinteria Avenue 93013
Carpinteria, CA, US
CEO Ajei S. Gopal
IPO 2021-05-20
CIK 1611052 ISIN US74275K1088

Explore sections of this company profile

Description

Procore Technologies, Inc. delivers a comprehensive, cloud-based platform designed for construction management, along with accompanying software solutions, serving clients both in the United States and globally. This platform empowers a diverse range of stakeholders, including property owners, general and specialty contractors, architects, and engineers, to collaborate seamlessly throughout their construction projects. The company's offerings are structured into several key modules: Preconstruction: This module facilitates streamlined collaboration among internal and external parties during the initial project phases, such as planning, budgeting, estimating, bidding, and selecting partners. Project Management: It enables real-time teamwork, secure information storage, design coordination, BIM model clash detection, and regulatory compliance for both jobsite personnel and back-office teams. Resource Management: This tool assists contractors in scheduling, monitoring, and forecasting labor productivity, improving time management, enhancing workforce communication, and optimizing project profitability. Financial Management: It provides customers with detailed visibility into the fiscal health of individual construction projects and their entire portfolios, ensuring unfettered, real-time access to financial data that bridges the gap between field operations and the main office. Procore caters to a broad spectrum of clients, including owners, general contractors, and specialty contractors active across the commercial, residential, industrial, and infrastructure segments of the construction industry. Access to its products is primarily offered through subscriptions, facilitated by its direct sales team. Users can engage with the platform on computers, smartphones, and tablets via any web browser or through its dedicated mobile applications for iOS and Android devices. Procore Technologies, Inc. was founded in 2002 and is headquartered in Carpinteria, California.

News Sentiment (7d)
76 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD44.80 +1.76 (+4.09%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
0.72
Float Shares
120.73M
Free Float %
80.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.01% -11.11% +1.91% +0.44% -38.40% -33.89% -33.40% -11.39% -45.35% -45.35% -45.35%
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 (24 ratings, all time) Buy
Price Targets & DCF
Current price
44.80
Low 55.00 +22.8%
Consensus 67.40 +50.4%
Median 67.50 +50.7%
High 80.00 +78.6%
DCF (Unlevered) 66.71 +48.9%
DCF (Levered) 66.81 +49.1%

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) 73% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 12 0
Hold 6 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
69.50
+55.1%
Last Quarter 7
64.57
+44.1%
Last Year 18
74.44
+66.2%
All Time 33
75.85
+69.3%
Quality scores
Altman Z-Score
5.01
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +14.8% Q1'26: +15.7% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +6.9% Q1'26: +72.7% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -1.2% Q1'26: +15.6% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -7.0% Q1'26: -1.5% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -15.2% Q1'26: -2.6% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +1.9% Q1'26: +0.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    6.66× Q1'26: 0.98× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.78) × ERP
WACC = 98% × Ke + 2% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 66.10 Current price: 44.80
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
16 Rev. Ana.
10 EPS Ana.
Dec 2027
16 Rev. Ana.
10 EPS Ana.
Dec 2028
8 Rev. Ana.
2 EPS Ana.
Dec 2029
7 Rev. Ana.
Dec 2030
7 Rev. Ana.
Revenue
514.82M
est: 506.97M (+1.5%)
720.20M
est: 708.38M (+1.7%)
950.01M
est: 1.06B (-10.5%)
1.15B
est: 1.15B (+0.4%)
1.32B
est: 1.31B (+0.6%)
1.50B
1.48B – 1.52B
+14.4% YoY
1.70B
1.67B – 1.73B
+13.2% YoY
1.95B
1.95B – 1.96B
+14.7% YoY
2.30B
2.27B – 2.33B
+18.0% YoY
2.63B
2.59B – 2.66B
+14.0% YoY
EBITDA
-250.22M
est: -111.22M (-125.0%)
-221.29M
est: -227.69M (+2.8%)
-114.83M
est: 450.20M (-125.5%)
-12.53M
est: 486.55M (-102.6%)
17.75M
est: 557.24M (-96.8%)
637.53M
629.03M – 645.58M
+14.4% YoY
721.80M
709.06M – 734.54M
+13.2% YoY
827.75M
824.99M – 830.50M
+14.7% YoY
976.95M
964.60M – 989.28M
+18.0% YoY
1.11B
1.10B – 1.13B
+14.0% YoY
EBIT
-286.60M
est: -149.40M (-91.8%)
-284.33M
est: -281.14M (-1.1%)
-186.46M
est: 371.56M (-150.2%)
-102.28M
est: 401.56M (-125.5%)
-92.83M
est: 459.90M (-120.2%)
526.17M
519.16M – 532.82M
+14.4% YoY
595.72M
585.21M – 606.23M
+13.2% YoY
683.16M
680.89M – 685.44M
+14.7% YoY
806.30M
796.11M – 816.48M
+18.0% YoY
918.99M
907.37M – 930.59M
+14.0% YoY
Net Income
-265.17M
est: -41.30M (-542.0%)
-286.93M
est: -257.70M (-11.3%)
-189.69M
est: -94.03M (-101.7%)
-105.96M
est: 157.73M (-167.2%)
-100.78M
est: 201.94M (-149.9%)
243.33M
216.62M – 270.05M
+20.5% YoY
318.94M
265.78M – 372.10M
+31.1% YoY
384.70M
313.05M – 456.35M
+20.6% YoY
— – —
-100.0% YoY
— – —
SGA
465.15M
est: 382.80M (+21.5%)
591.26M
est: 542.33M (+9.0%)
690.65M
est: 793.08M (-12.9%)
769.53M
est: 857.11M (-10.2%)
813.65M
est: 981.65M (-17.1%)
1.12B
1.11B – 1.14B
+14.4% YoY
1.27B
1.25B – 1.29B
+13.2% YoY
1.46B
1.45B – 1.46B
+14.7% YoY
1.72B
1.70B – 1.74B
+18.0% YoY
1.96B
1.94B – 1.99B
+14.0% YoY
EPS
-1.98
est: -0.28 (-606.9%)
-2.10
est: -0.57 (-266.2%)
-1.34
est: -0.63 (-114.1%)
-0.72
est: 1.04 (-168.9%)
-0.67
est: 1.35 (-149.5%)
1.68
1.44 – 1.80
+24.2% YoY
2.14
1.77 – 2.48
+27.4% YoY
2.56
2.08 – 3.04
+19.5% YoY
— – —
-100.0% YoY
— – —
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-07 Goldman Sachs Buy Buy Maintain
2026-05-06 Piper Sandler Overweight Overweight Maintain
2026-04-29 Citizens Market Perform Market Outperform Upgrade
2026-04-21 TD Cowen Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-08 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-07 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-06 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-05 C+ 2/5 4/5 1/5 1/5 3/5 1/5 2/5
2026-05-04 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-05-01 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-30 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-29 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-28 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-27 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-24 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-23 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-22 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-21 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-20 C 2/5 4/5 1/5 1/5 3/5 1/5 1/5
2026-04-17 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5
2026-04-16 C 2/5 4/5 1/5 1/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
306.05M
OE per share TTM
2.03
Owner's Yield
4.22%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
17.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
115
Total invested
505.95M
Insider transactions (90d)
1
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 Deer VIII & Co. L.P. 14.15M 10.70% 14.15M 14.15M PN 2022-02-15
2 Charles P. Coleman III 9.53M 7.40% 9.53M 9.53M HC, IN Cayman Islands 2021-06-03
3 Scott Shleifer 9.53M 7.40% 9.53M 9.53M HC, IN Cayman Islands 2021-06-03
4 Tiger Global Management, LLC 9.53M 7.40% 9.53M 9.53M IA, OO Cayman Islands 2021-06-03
5 The Vanguard Group - 23-1945930 9.20M 6.41% 35.9K IA 2024-02-13
6 52-0556948 9.06M 6.30% 1.69M 9.06M IA Maryland 2024-02-14
7 Bessemer Venture Partners VIII Institutional L.P. 7.83M 5.90% 7.83M 7.83M PN 2022-02-15
8 Craig F. Courtemanche, Jr. 7.22M 5.11% 5.39M 1.83M 5.39M 1.83M IN United States 2022-02-14
9 Tiger Global PIP Management XI, Ltd. 6.61M 5.10% 6.61M 6.61M CO Cayman Islands 2021-06-03
10 Tiger Global PIP Performance XI, L.P. 6.61M 5.10% 6.61M 6.61M PN Cayman Islands 2021-06-03
11 Tiger Global Private Investment Partners XI, L.P. 6.61M 5.10% 6.61M 6.61M PN Cayman Islands 2021-06-03
12 Bessemer Venture Partners VIII, L.P. 6.32M 4.80% 6.32M 6.32M PN 2022-02-15
13 Craig F. Courtemanche and Hillary Courtemanche Family Trust dated as of November 1, 2012 3.76M 2.80% 3.76M 3.76M OO United States 2022-02-14
14 First Republic Trust Company of Delaware TTEE Courtemanche 2021 Irrevocable Trust UA DTD 6/10/2021 1.28M 0.95% 1.28M 1.28M OO United States 2022-02-14
15 Bessemer Venture Partners PR, L.P. 947.7K 0.70% 947.7K 947.7K PN 2022-02-15
16 Deer X & Co. L.P. 947.7K 0.70% 947.7K 947.7K PN 2022-02-15
17 The Courtemanche 2016 Irrevocable Trust 548.0K 0.41% 548.0K 548.0K OO United States 2022-02-14
18 15 Angels II LLC 223.2K 0.20% 223.2K 223.2K OO 2022-02-15

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
115
-352 vs prev Q
New positions
15
Closed positions
357
Increased
73
Reduced
28
Put/Call ratio
0.00
Calls held
Puts held
18.0K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 CYPRESS POINT INVESTMENT MANAGEMENT LP 315.0K +315.0K (+100.0%) 22.94B +22.9B (+100.0%) 0.21% +0.209 pp 4.93% +4.933 pp USD72.74 +0.0% 1 qtrs NEW
2 MACQUARIE MANAGEMENT HOLDINGS, INC. 202.0K +202.0K (+100.0%) 14.69B +14.7B (+100.0%) 0.13% +0.134 pp 0.02% +0.022 pp USD72.74 +0.0% 1 qtrs NEW
3 ICONIQ CAPITAL, LLC 14.62M -6.0M (-29.1%) 1.06B -440.2M (-29.3%) 9.68% -4.083 pp 16.06% -2.626 pp USD93.17 -21.9% 19 qtrs
4 VANGUARD GROUP INC 13.16M +804.9K (+6.5%) 957.15M +56.3M (+6.3%) 8.71% +0.467 pp 0.01% +0.000 pp USD69.20 +5.1% 19 qtrs
5 MORGAN STANLEY 9.82M -240.8K (-2.4%) 714.33M -19.3M (-2.6%) 6.50% -0.213 pp 0.04% -0.002 pp USD69.88 +4.1% 19 qtrs
6 ALLIANCEBERNSTEIN L.P. 7.31M +1.2M (+19.7%) 531.75M +86.4M (+19.4%) 4.84% +0.763 pp 0.17% +0.028 pp USD72.93 -0.3% 18 qtrs
7 BLACKROCK, INC. 6.83M +107.2K (+1.6%) 496.58M +6.6M (+1.3%) 4.52% +0.035 pp 0.01% 0.000 pp USD63.30 +14.9% 6 qtrs
8 WASATCH ADVISORS LP 4.24M -736.6K (-14.8%) 308.08M -54.5M (-15.0%) 2.82% -0.494 pp 1.83% -0.120 pp USD66.75 +9.0% 9 qtrs
9 WELLINGTON MANAGEMENT GROUP LLP 3.54M +137.2K (+4.0%) 257.43M +9.4M (+3.8%) 2.34% +0.073 pp 0.05% +0.002 pp USD73.02 -0.4% 19 qtrs
10 PRINCIPAL FINANCIAL GROUP INC 3.43M +127.3K (+3.9%) 249.42M +8.7M (+3.6%) 2.29% +0.083 pp 0.13% +0.006 pp USD74.02 -1.7% 17 qtrs
11 ASSENAGON ASSET MANAGEMENT S.A. 3.40M -633.5K (-15.7%) 247.64M -46.8M (-15.9%) 2.27% -0.425 pp 0.34% -0.062 pp USD70.31 +3.5% 6 qtrs
12 CAPITAL WORLD INVESTORS 3.12M +480.5K (+18.2%) 226.63M +34.5M (+17.9%) 2.08% +0.319 pp 0.03% +0.005 pp USD69.98 +3.9% 7 qtrs
13 FIL LTD 2.73M +— (+0.0%) 198.42M -491.0K (-0.2%) 1.81% -0.015 pp 0.15% -0.008 pp USD68.77 +5.8% 9 qtrs
14 MERITAGE GROUP LP 2.67M -58.1K (-2.1%) 194.19M -4.7M (-2.4%) 1.77% -0.053 pp 6.04% +0.360 pp USD71.09 +2.3% 8 qtrs
15 TIGER GLOBAL MANAGEMENT LLC 2.34M +— (+0.0%) 170.18M -421.1K (-0.2%) 1.55% -0.013 pp 0.57% +0.046 pp USD70.76 +2.8% 10 qtrs
16 XN LP 2.32M +11.5K (+0.5%) 168.98M +419.0K (+0.2%) 1.54% -0.005 pp 4.74% -0.222 pp USD63.61 +14.4% 17 qtrs
17 PRICE T ROWE ASSOCIATES INC /MD/ 2.26M +210.7K (+10.3%) 164.55M +15.0M (+10.0%) 1.50% +0.129 pp 0.02% +0.002 pp USD65.57 +10.9% 19 qtrs
18 GEODE CAPITAL MANAGEMENT, LLC 2.21M +91.2K (+4.3%) 160.87M +6.3M (+4.0%) 1.46% +0.049 pp 0.01% +0.000 pp USD63.22 +15.1% 18 qtrs
19 HOLOCENE ADVISORS, LP 2.15M +162.7K (+8.2%) 156.38M +11.5M (+7.9%) 1.42% +0.097 pp 0.33% -0.002 pp USD71.67 +1.5% 16 qtrs
20 DEUTSCHE BANK AG\ 2.05M +97.0K (+5.0%) 149.36M +6.7M (+4.7%) 1.37% +0.063 pp 0.05% +0.001 pp USD67.13 +8.4% 18 qtrs
21 STATE STREET CORP 1.99M +37.3K (+1.9%) 144.48M +2.4M (+1.7%) 1.32% +0.014 pp 0.00% 0.000 pp USD66.70 +9.1% 18 qtrs
22 RGM CAPITAL, LLC 1.96M -111.2K (-5.4%) 142.80M -8.5M (-5.6%) 1.30% -0.085 pp 6.93% +0.565 pp USD66.83 +8.8% 7 qtrs
23 CHAMPLAIN INVESTMENT PARTNERS, LLC 1.61M -343.9K (-17.6%) 116.78M -25.4M (-17.8%) 1.06% -0.238 pp 1.18% +0.110 pp USD72.18 +0.8% 5 qtrs
24 BAMCO INC /NY/ 1.52M +35.2K (+2.4%) 110.27M +2.3M (+2.1%) 1.00% +0.015 pp 0.30% +0.012 pp USD72.22 +0.7% 10 qtrs
25 WOODLINE PARTNERS LP 1.44M -353.7K (-19.8%) 104.49M -26.1M (-20.0%) 0.95% -0.244 pp 0.40% -0.210 pp USD71.14 +2.2% 16 qtrs
26 FRANKLIN RESOURCES INC 1.31M -9.5K (-0.7%) 95.64M -926.6K (-1.0%) 0.88% -0.007 pp 0.02% -0.001 pp USD72.02 +1.0% 19 qtrs
27 BLAIR WILLIAM & CO/IL 1.23M +2.0K (+0.2%) 89.29M -76.6K (-0.1%) 0.81% -0.005 pp 0.24% +0.002 pp USD68.77 +5.8% 12 qtrs
28 CITADEL ADVISORS LLC 1.21M -630.7K (-34.2%) 88.16M -46.2M (-34.4%) 0.80% -0.427 pp 0.01% -0.007 pp USD72.92 -0.2% 19 qtrs
29 ARTISAN PARTNERS LIMITED PARTNERSHIP 1.18M +99.3K (+9.2%) 85.50M +7.0M (+9.0%) 0.78% +0.060 pp 0.13% +0.017 pp USD68.51 +6.2% 16 qtrs
30 ROBECO SCHWEIZ AG 1.16M -10.5K (-0.9%) 84.10M -976.7K (-1.1%) 0.77% -0.008 pp 1.88% -0.028 pp USD70.46 +3.2% 9 qtrs
31 DF DENT & CO INC 1.15M +128.8K (+12.7%) 83.35M +9.2M (+12.4%) 0.76% +0.080 pp 1.20% +0.242 pp USD73.86 -1.5% 19 qtrs
32 NORGES BANK 1.14M +1.1M (+100.0%) 82.74M +82.7M (+100.0%) 0.76% +0.758 pp 0.01% +0.009 pp USD72.74 +0.0% 1 qtrs NEW
33 WESTFIELD CAPITAL MANAGEMENT CO LP 1.11M -434.9K (-28.2%) 80.40M -31.9M (-28.4%) 0.74% -0.291 pp 0.33% -0.136 pp USD70.41 +3.3% 9 qtrs
34 SPYGLASS CAPITAL MANAGEMENT LLC 1.08M +137.5K (+14.6%) 78.66M +9.8M (+14.3%) 0.72% +0.086 pp 3.94% +0.265 pp USD67.87 +7.2% 10 qtrs
35 CADIAN CAPITAL MANAGEMENT, LP 1.06M +275.3K (+35.3%) 76.82M +19.9M (+34.9%) 0.70% +0.178 pp 5.55% +2.165 pp USD66.94 +8.7% 15 qtrs
36 GW&K INVESTMENT MANAGEMENT, LLC 1.04M -30.2K (-2.8%) 75.70M -2.4M (-3.1%) 0.69% -0.021 pp 0.65% -0.036 pp USD69.55 +4.6% 9 qtrs
37 ROUTE ONE INVESTMENT COMPANY, L.P. 918.2K +— (+0.0%) 66.79M -165.3K (-0.2%) 0.61% -0.005 pp 2.48% +0.003 pp USD64.90 +12.1% 9 qtrs
38 GOLDMAN SACHS GROUP INC 904.8K +456.3K (+101.8%) 65.82M +33.1M (+101.3%) 0.60% +0.304 pp 0.01% +0.004 pp USD73.65 -1.2% 19 qtrs
39 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 894.0K +47.4K (+5.6%) 65.03M +3.3M (+5.3%) 0.59% +0.027 pp 0.01% +0.000 pp USD57.78 +25.9% 17 qtrs
40 ALUA CAPITAL MANAGEMENT LP 893.4K +370.8K (+71.0%) 64.98M +26.9M (+70.5%) 0.59% +0.243 pp 4.82% +2.185 pp USD72.85 -0.2% 2 qtrs
41 FIERA CAPITAL CORP 872.1K +208.6K (+31.4%) 63.44M +15.1M (+31.1%) 0.58% +0.139 pp 0.20% +0.045 pp USD78.41 -7.2% 8 qtrs
42 ANTIPODES PARTNERS LTD 857.8K +6.9K (+0.8%) 62.40M +345.5K (+0.6%) 0.57% +0.004 pp 1.31% -0.082 pp USD71.60 +1.6% 4 qtrs
43 JANUS HENDERSON GROUP PLC 853.7K -31.2K (-3.5%) 62.10M -2.4M (-3.8%) 0.57% -0.025 pp 0.03% -0.002 pp USD61.32 +18.6% 15 qtrs
44 PEREGRINE CAPITAL MANAGEMENT LLC 809.8K -13.0K (-1.6%) 58.90M -1.1M (-1.8%) 0.54% -0.009 pp 1.81% +0.000 pp USD74.11 -1.8% 5 qtrs
45 BANK OF AMERICA CORP /DE/ 789.8K -31.4K (-3.8%) 57.45M -2.4M (-4.1%) 0.52% -0.025 pp 0.00% +0.000 pp USD73.63 -1.2% 18 qtrs
46 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 780.3K +780.3K (+100.0%) 56.76M +56.8M (+100.0%) 0.52% +0.517 pp 0.03% +0.033 pp USD72.74 +0.0% 1 qtrs NEW
47 NZS CAPITAL, LLC 773.1K +22.4K (+3.0%) 56.24M +1.5M (+2.7%) 0.52% +0.014 pp 1.72% +0.049 pp USD62.81 +15.8% 15 qtrs
48 AMERIPRISE FINANCIAL INC 722.4K +212.9K (+41.8%) 52.55M +15.4M (+41.4%) 0.48% +0.138 pp 0.01% +0.003 pp USD67.14 +8.3% 12 qtrs
49 SHAWSPRING PARTNERS LLC 681.5K -396.4K (-36.8%) 49.57M -29.0M (-36.9%) 0.45% -0.268 pp 9.33% -2.352 pp USD63.49 +14.6% 7 qtrs
50 PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC 659.5K +5.5K (+0.8%) 47.97M +285.9K (+0.6%) 0.44% +0.000 pp 8.88% -0.419 pp USD67.84 +7.2% 6 qtrs
51 NORTHERN TRUST CORP 655.3K -8.9K (-1.3%) 47.67M -764.2K (-1.6%) 0.43% -0.009 pp 0.01% 0.000 pp USD64.88 +12.1% 18 qtrs
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 644.9K +192.8K (+42.6%) 46.91M +13.9M (+42.3%) 0.43% +0.125 pp 0.01% +0.002 pp USD70.73 +2.8% 19 qtrs
53 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 662.9K +41.8K (+6.7%) 46.43M +2.4M (+5.5%) 0.44% +0.024 pp 0.08% +0.005 pp USD68.67 +5.9% 17 qtrs
54 LOOMIS SAYLES & CO L P 572.0K -26.7K (-4.5%) 41.61M -2.1M (-4.7%) 0.38% -0.018 pp 0.05% -0.002 pp USD77.27 -5.9% 8 qtrs
55 JENNISON ASSOCIATES LLC 569.1K +46.4K (+8.9%) 41.40M +3.3M (+8.6%) 0.38% +0.031 pp 0.02% +0.003 pp USD71.23 +2.1% 10 qtrs
56 NEW YORK STATE COMMON RETIREMENT FUND 562.1K +62.4K (+12.5%) 40.89M +4.5M (+12.2%) 0.37% +0.041 pp 0.05% +0.008 pp USD73.44 -1.0% 18 qtrs
57 SEI INVESTMENTS CO 544.1K -149.0K (-21.5%) 39.58M -11.0M (-21.7%) 0.36% -0.102 pp 0.04% -0.015 pp USD70.49 +3.2% 16 qtrs
58 GREENSTONE PARTNERS & CO., LLC 522.8K +— (+0.0%) 38.03M -94.1K (-0.2%) 0.35% 0.000 pp 7.39% +0.422 pp USD64.10 +13.5% 16 qtrs
59 SEGALL BRYANT & HAMILL, LLC 478.9K +147.4K (+44.5%) 34.83M +10.7M (+44.1%) 0.32% +0.096 pp 0.47% +0.150 pp USD72.60 +0.2% 9 qtrs
60 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 440.6K +75.4K (+20.7%) 32.05M +5.4M (+20.4%) 0.29% +0.050 pp 0.42% +0.072 pp USD69.77 +4.3% 3 qtrs
61 UBS GROUP AG 436.0K -89.0K (-16.9%) 31.71M -6.6M (-17.2%) 0.29% -0.062 pp 0.01% -0.001 pp USD66.06 +10.1% 19 qtrs
62 GAVILAN INVESTMENT PARTNERS LLC 420.0K +— (+0.0%) 30.55M -75.6K (-0.2%) 0.28% -0.002 pp 7.34% +0.495 pp USD65.29 +11.4% 6 qtrs
63 BANK OF NEW YORK MELLON CORP 418.3K -27.9K (-6.2%) 30.43M -2.1M (-6.5%) 0.28% -0.019 pp 0.01% -0.001 pp USD63.13 +15.2% 18 qtrs
64 ENVESTNET ASSET MANAGEMENT INC 411.5K -8.2K (-2.0%) 29.93M -672.4K (-2.2%) 0.27% -0.008 pp 0.01% +0.000 pp USD73.26 -0.7% 18 qtrs
65 TREMBLANT CAPITAL GROUP 401.6K +401.6K (+100.0%) 29.21M +29.2M (+100.0%) 0.27% +0.266 pp 0.75% +0.745 pp USD72.74 +0.0% 1 qtrs NEW
66 FRONTIER CAPITAL MANAGEMENT CO LLC 401.0K +92.4K (+29.9%) 29.17M +6.7M (+29.6%) 0.27% +0.060 pp 0.31% +0.108 pp USD72.69 +0.1% 5 qtrs
67 CONESTOGA CAPITAL ADVISORS, LLC 385.2K +72.5K (+23.2%) 28.02M +5.2M (+22.9%) 0.26% +0.048 pp 0.47% +0.106 pp USD72.39 +0.5% 10 qtrs
68 JPMORGAN CHASE & CO 384.8K +88.0K (+29.6%) 27.99M +6.3M (+29.3%) 0.26% +0.059 pp 0.00% +0.001 pp USD64.38 +13.0% 18 qtrs
69 VOYA INVESTMENT MANAGEMENT LLC 376.1K -69.5K (-15.6%) 27.36M -5.1M (-15.8%) 0.25% -0.047 pp 0.03% -0.006 pp USD61.96 +17.4% 18 qtrs
70 PALO DS MANAGER LLC 344.9K +29.0K (+9.2%) 25.09M +2.1M (+8.9%) 0.23% +0.018 pp 8.69% +0.424 pp USD69.52 +4.6% 6 qtrs
71 RAYMOND JAMES FINANCIAL INC 338.7K -25.6K (-7.0%) 24.83M -1.7M (-6.5%) 0.22% -0.019 pp 0.01% -0.001 pp USD73.74 -1.4% 5 qtrs
72 UBS ASSET MANAGEMENT AMERICAS INC 321.5K -3.1K (-1.0%) 23.39M -283.5K (-1.2%) 0.21% -0.002 pp 0.00% 0.000 pp USD67.13 +8.4% 17 qtrs
73 NUVEEN, LLC 296.7K +1.7K (+0.6%) 21.58M +71.9K (+0.3%) 0.20% 0.000 pp 0.01% +0.000 pp USD66.06 +10.1% 4 qtrs
74 COOPER CREEK PARTNERS MANAGEMENT LLC 294.3K -175.0K (-37.3%) 21.40M -12.8M (-37.4%) 0.19% -0.118 pp 0.97% -0.082 pp USD66.02 +10.2% 13 qtrs
75 SELLARONDA GLOBAL MANAGEMENT LP 285.0K +65.0K (+29.5%) 20.73M +4.7M (+29.2%) 0.19% +0.042 pp 17.92% +3.751 pp USD72.88 -0.2% 2 qtrs
76 AQR CAPITAL MANAGEMENT LLC 270.1K +6.1K (+2.3%) 19.65M +394.6K (+2.0%) 0.18% +0.003 pp 0.01% -0.002 pp USD68.09 +6.8% 7 qtrs
77 COLONY GROUP, LLC 268.1K +175.1K (+188.3%) 19.50M +12.7M (+187.6%) 0.18% +0.115 pp 0.02% +0.011 pp USD71.24 +2.1% 3 qtrs
78 ROYAL BANK OF CANADA 261.7K -190.3K (-42.1%) 19.04M -13.9M (-42.2%) 0.17% -0.128 pp 0.00% -0.002 pp USD67.42 +7.9% 19 qtrs
79 LONG PATH PARTNERS LP 250.8K -28.3K (-10.1%) 18.25M -2.1M (-10.4%) 0.17% -0.020 pp 6.24% -1.120 pp USD68.96 +5.5% 12 qtrs
80 PALESTRA CAPITAL MANAGEMENT LLC 250.0K +250.0K (+100.0%) 18.19M +18.2M (+100.0%) 0.17% +0.166 pp 0.64% +0.643 pp USD72.74 +0.0% 1 qtrs NEW
81 VICTORY CAPITAL MANAGEMENT INC 242.1K +772.0 (+0.3%) 17.61M +12.7K (+0.1%) 0.16% -0.001 pp 0.01% 0.000 pp USD68.25 +6.6% 18 qtrs
82 CIBC PRIVATE WEALTH GROUP, LLC 239.8K -18.6K (-7.2%) 17.44M -1.4M (-7.4%) 0.16% -0.013 pp 0.03% -0.003 pp USD61.91 +17.5% 9 qtrs
83 JANE STREET GROUP, LLC 235.6K +79.9K (+51.3%) 17.14M +5.8M (+50.9%) 0.16% +0.053 pp 0.00% +0.001 pp USD65.66 +10.8% 6 qtrs
84 PARNASSUS INVESTMENTS, LLC 232.6K +91.3K (+64.6%) 16.92M +6.6M (+64.2%) 0.16% +0.061 pp 0.04% +0.020 pp USD69.31 +4.9% 13 qtrs
85 MAKENA CAPITAL MANAGEMENT LLC 232.5K +59.4K (+34.3%) 16.91M +4.3M (+34.0%) 0.16% +0.040 pp 2.03% +0.724 pp USD68.23 +6.6% 10 qtrs
86 STIFEL FINANCIAL CORP 230.1K +12.2K (+5.6%) 16.74M +845.3K (+5.3%) 0.15% +0.007 pp 0.02% +0.001 pp USD72.44 +0.4% 8 qtrs
87 SWISS NATIONAL BANK 222.1K +5.3K (+2.4%) 16.16M +346.5K (+2.2%) 0.15% +0.003 pp 0.01% +0.000 pp USD61.81 +17.7% 15 qtrs
88 ARDMORE ROAD ASSET MANAGEMENT LP 217.3K +217.3K (+100.0%) 15.80M +15.8M (+100.0%) 0.14% +0.144 pp 1.20% +1.198 pp USD72.74 +0.0% 1 qtrs NEW
89 MAESTRIA PARTNERS LLC 211.2K +— (+0.0%) 15.37M -38.0K (-0.2%) 0.14% 0.000 pp 4.50% -0.369 pp USD74.36 -2.2% 5 qtrs
90 CAPTRUST FINANCIAL ADVISORS 208.1K +199.9K (+2,446.3%) 15.14M +14.5M (+2,440.0%) 0.14% +0.132 pp 0.03% +0.028 pp USD72.59 +0.2% 5 qtrs
91 WALLEYE TRADING LLC 205.0K +147.6K (+257.1%) 14.91M +10.7M (+256.3%) 0.14% +0.097 pp 0.02% +0.015 pp USD71.87 +1.2% 16 qtrs
92 WELLS FARGO & COMPANY/MN 202.3K +6.3K (+3.2%) 14.71M +426.2K (+3.0%) 0.13% +0.003 pp 0.00% +0.000 pp USD74.97 -3.0% 19 qtrs
93 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 201.0K +201.0K (+100.0%) 14.63M +14.6M (+100.0%) 0.13% +0.133 pp 0.02% +0.017 pp USD72.74 +0.0% 3 qtrs
94 SONE CAPITAL MANAGEMENT, LLC 199.5K +199.5K (+100.0%) 14.51M +14.5M (+100.0%) 0.13% +0.132 pp 1.18% +1.178 pp USD72.74 +0.0% 3 qtrs
95 MARINER, LLC 188.6K +172.8K (+1,090.0%) 13.72M +12.6M (+1,087.1%) 0.12% +0.114 pp 0.02% +0.015 pp USD71.85 +1.2% 14 qtrs
96 STATE OF WISCONSIN INVESTMENT BOARD 181.8K +2.8K (+1.5%) 13.22M +169.5K (+1.3%) 0.12% +0.001 pp 0.03% 0.000 pp USD67.47 +7.8% 17 qtrs
97 FIRST TRUST ADVISORS LP 179.5K +142.6K (+386.4%) 13.05M +10.4M (+385.2%) 0.12% +0.094 pp 0.01% +0.008 pp USD71.69 +1.5% 13 qtrs
98 POINT72 ASSET MANAGEMENT, L.P. 175.0K +175.0K (+100.0%) 12.73M +12.7M (+100.0%) 0.12% +0.116 pp 0.01% +0.014 pp USD72.74 +0.0% 1 qtrs NEW
99 KORNITZER CAPITAL MANAGEMENT INC /KS 169.8K -27.0K (-13.7%) 12.35M -2.0M (-13.9%) 0.11% -0.018 pp 0.26% -0.032 pp USD67.35 +8.0% 17 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 139 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Global X - Cloud Computing ETF CLOU 2.66% 6.14M 0.68%
2 Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C XS2D.L 2.03% 12.51M 0.60%
3 Xtrackers S&P Global Infrastructure Swap UCITS ETF 1C XGID.L 1.53% 10.95M 0.60%
4 WisdomTree Cloud Computing Fund WCLD 1.35% 3.40M 0.45%
5 WisdomTree Cloud Computing UCITS ETF WCLD.L 1.07% 2.93M 0.40%
6 Xtrackers CSI300 Swap UCITS ETF XCHA.L 0.73% 15.06M 0.50%
7 State Street SPDR S&P Software & Services ETF XSW 0.71% 3.09M 0.35%
8 State Street SPDR FactSet Innovative Technology ETF XITK 0.57% 412.4K 0.45%
9 Nuveen ESG Small-Cap ETF NUSC 0.37% 4.71M 0.31%
10 Vanguard U.S. Quality Factor ETF VFQY 0.31% 1.44M 0.13%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.25
Bearish
Ratio by volume
0.53
Neutral
Buys
2
Sells
8
Shares acquired
66.1K
Shares disposed
123.8K
Cash buys
Cash sales
7.00
Net activity
-57,640
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
2026-04-20 Misra Vishal Director A-Award A Common Stock 10,020 0.00 10,020 D
2026-04-16 O CONNOR KEVIN J Director S-Sale D Common Stock 5,565 53.34 296.8K 985,418 I
2026-04-15 O CONNOR KEVIN J Director S-Sale D Common Stock 2,530 50.62 128.1K 994,222 I
2026-04-10 Courtemanche Craig F. Jr. Director M-Exempt A Common Stock 56,122 2.42 135.8K 983,702 D
2026-03-31 Stack Lawrence Joseph Officer 0 0.00 0
2026-03-31 Singer Benjamin C Officer A-Award A Common Stock 41,545 0.00 106,205 D
2026-03-31 Gopal Ajei Director / Officer A-Award A Common Stock 147,137 0.00 556,420 D
2026-03-31 Fu Howard Officer 0 0.00 0
2026-03-31 Fleming William Fred Jr Officer A-Award A Common Stock 19,474 0.00 95,887 D
2026-03-31 Davis Steven Scott Officer A-Award A Common Stock 114,248 0.00 303,816 D
2026-03-12 ICONIQ Strategic Partners III GP, L.P. 10% Owner J-Other D Common Stock 507,452 0.00 0 D
2026-03-12 Fleming William Fred Jr Officer M-Exempt A Common Stock 9,500 12.22 116.1K 76,413 D
2026-03-11 O CONNOR KEVIN J Director S-Sale D Common Stock 7,692 57.48 442.1K 996,752 I
2026-03-10 Pyles Rachel Officer A-Award A Common Stock 152,318 0.00 152,318 D
2026-03-10 O CONNOR KEVIN J Director S-Sale D Common Stock 7,528 57.23 430.8K 1,004,608 I
2026-03-10 Hearn Walter Officer 0 0.00 0
2026-03-10 Courtemanche Craig F. Jr. Director M-Exempt D Stock Option (Right to Buy) 56,121 2.42 135.8K 392,854 D
2026-02-26 O CONNOR KEVIN J Director S-Sale D Common Stock 2,363 53.62 126.7K 1,019,388 I
2026-02-25 O CONNOR KEVIN J Director S-Sale D Common Stock 4,694 50.29 236.1K 1,022,826 I
2026-02-24 Singer Benjamin C Officer S-Sale D Common Stock 4,225 50.00 211.3K 64,660 D
2026-02-23 Singer Benjamin C Officer S-Sale D Common Stock 2,208 50.20 110.8K 69,390 D
2026-02-20 Stack Lawrence Joseph Officer F-InKind D Common Stock 4,843 52.02 251.9K 179,285 D
2026-02-20 Singer Benjamin C Officer F-InKind D Common Stock 4,078 52.02 212.1K 71,598 D
2026-02-20 Fu Howard Officer F-InKind D Common Stock 5,212 52.02 271.1K 173,025 D
2026-02-20 Fleming William Fred Jr Officer F-InKind D Common Stock 1,643 52.02 85.5K 66,913 D
2026-02-20 Davis Steven Scott Officer F-InKind D Common Stock 6,946 52.02 361.3K 189,568 D
2026-02-20 Courtemanche Craig F. Jr. Director F-InKind D Common Stock 27,344 52.02 1.42M 927,580 D
2026-02-16 Courtemanche Craig F. Jr. Director A-Award A Common Stock 90,027 0.00 954,924 D
2026-01-22 O CONNOR KEVIN J Director S-Sale D Common Stock 7,351 63.63 467.7K 1,027,861 I
2026-01-21 O CONNOR KEVIN J Director S-Sale D Common Stock 1,858 64.80 120.4K 1,035,212 I
2026-01-13 Courtemanche Craig F. Jr. Director M-Exempt A Common Stock 22,833 12.22 279.0K 864,897 D
2026-01-02 Fu Howard Officer S-Sale D Common Stock 814 72.99 59.4K 178,237 D
2025-12-22 Fu Howard Officer S-Sale D Common Stock 796 74.42 59.2K 179,051 D
2025-12-22 Fleming William Fred Jr Officer M-Exempt A Common Stock 7,250 12.22 88.6K 68,556 D
2025-12-15 Griffith William J.G. Director / 10% Owner S-Sale D Common Stock 207,474 72.30 15.00M 3,244,546 D
2025-12-15 Courtemanche Craig F. Jr. Director S-Sale D Common Stock 64,707 72.62 4.70M 1,165,773 I
2025-12-09 HOVSEPIAN RONALD W Director A-Award A Common Stock 7,197 0.00 7,197 D
2025-12-04 O CONNOR KEVIN J Director S-Sale D Common Stock 7,898 75.28 594.6K 1,044,621 I
2025-12-03 O CONNOR KEVIN J Director S-Sale D Common Stock 9,615 75.13 722.4K 1,052,519 I
2025-12-03 ICONIQ Strategic Partners III, L.P. 10% Owner J-Other D Common Stock 869,214 0.00 2,814,976 I
2025-12-03 Griffith William J.G. Director / 10% Owner J-Other D Common Stock 813,479 0.00 2,634,478 I
2025-12-02 Stack Lawrence Joseph Officer S-Sale D Common Stock 10,000 75.30 753.0K 184,128 D
2025-11-24 Courtemanche Craig F. Jr. Director M-Exempt A Common Stock 115,000 2.42 278.3K 772,123 D
2025-11-21 Singer Benjamin C Officer S-Sale D Common Stock 4,204 69.21 291.0K 75,676 D
2025-11-21 ICONIQ Strategic Partners III, L.P. 10% Owner G-Gift D Common Stock 7,115 0.00 1,124,720 I
2025-11-21 Fu Howard Officer S-Sale D Common Stock 797 69.35 55.3K 179,847 D
2025-11-20 Stack Lawrence Joseph Officer F-InKind D Common Stock 7,080 71.74 507.9K 194,128 D
2025-11-20 Singer Benjamin C Officer F-InKind D Common Stock 5,596 71.74 401.5K 79,880 D
2025-11-20 Fu Howard Officer F-InKind D Common Stock 7,203 71.74 516.7K 180,644 D
2025-11-20 Fleming William Fred Jr Officer F-InKind D Common Stock 2,140 71.74 153.5K 61,306 D
2025-11-20 Davis Steven Scott Officer F-InKind D Common Stock 9,520 71.74 683.0K 196,514 D
2025-11-20 Courtemanche Craig F. Jr. Director F-InKind D Common Stock 20,673 71.74 1.48M 657,123 D
2025-11-19 Courtemanche Craig F. Jr. Director M-Exempt A Common Stock 300,000 2.42 726.0K 977,796 D
2025-11-14 ICONIQ Strategic Partners III, L.P. 10% Owner J-Other D Common Stock 869,213 0.00 3,684,190 I
2025-11-14 Griffith William J.G. Director / 10% Owner J-Other D Common Stock 869,213 0.00 3,684,190 I
2025-11-13 O CONNOR KEVIN J Director S-Sale D Common Stock 1,039 76.91 79.9K 1,062,134 I
2025-11-12 O CONNOR KEVIN J Director S-Sale D Common Stock 514 79.39 40.8K 1,071,749 I
2025-11-11 Bueker Kathryn Director S-Sale D Common Stock 6,500 79.00 513.5K 13,481 D
2025-11-10 Fleming William Fred Jr Officer M-Exempt A Common Stock 2,311 12.22 28.2K 85,309 D
2025-11-08 ICONIQ Strategic Partners III, L.P. 10% Owner J-Other D Common Stock 869,214 0.00 4,553,403 I
2025-11-08 Griffith William J.G. Director / 10% Owner J-Other D Common Stock 869,214 0.00 4,553,403 I
2025-10-21 Fu Howard Officer S-Sale D Common Stock 814 72.34 58.9K 187,847 D
2025-10-15 O CONNOR KEVIN J Director S-Sale D Common Stock 5,574 72.36 403.3K 1,110,063 I
2025-10-14 O CONNOR KEVIN J Director S-Sale D Common Stock 2,708 71.14 192.6K 1,115,637 I
2025-09-23 Singer Benjamin C Officer S-Sale D Common Stock 1,036 75.00 77.7K 85,330 D
2025-09-22 Gopal Ajei Director / Officer A-Award A Common Stock 409,283 0.00 409,283 D
2025-09-22 Fu Howard Officer S-Sale D Common Stock 796 71.02 56.5K 188,661 D
2025-09-17 O CONNOR KEVIN J Director S-Sale D Common Stock 7,255 72.55 526.4K 1,123,766 I
2025-09-16 O CONNOR KEVIN J Director S-Sale D Common Stock 7,692 70.41 541.6K 1,131,021 I
2025-08-21 Singer Benjamin C Officer S-Sale D Common Stock 4,205 63.67 267.7K 86,366 D
2025-08-21 Fu Howard Officer S-Sale D Common Stock 797 63.85 50.9K 189,457 D
2025-08-20 Stack Lawrence Joseph Officer F-InKind D Common Stock 7,080 65.34 462.6K 201,208 D
2025-08-20 Singer Benjamin C Officer F-InKind D Common Stock 5,596 65.34 365.6K 90,571 D
2025-08-20 O CONNOR KEVIN J Director S-Sale D Common Stock 7,692 64.85 498.8K 1,138,713 I
2025-08-20 Fu Howard Officer F-InKind D Common Stock 7,203 65.34 470.6K 190,254 D
2025-08-20 Fleming William Fred Jr Officer F-InKind D Common Stock 2,141 65.34 139.9K 82,998 D
2025-08-20 Davis Steven Scott Officer F-InKind D Common Stock 9,520 65.34 622.0K 206,034 D
2025-08-20 Courtemanche Craig F. Jr. Director / Officer F-InKind D Common Stock 20,997 65.34 1.37M 677,796 D
2025-08-19 O CONNOR KEVIN J Director S-Sale D Common Stock 54 66.82 3.6K 1,146,405 I
2025-08-13 ICONIQ Strategic Partners IV, L.P. 10% Owner S-Sale D Common Stock 28,161 64.95 1.83M 3,109,094 I
2025-08-13 Griffith William J.G. Director / 10% Owner S-Sale D Common Stock 28,161 64.95 1.83M 3,109,094 I
2025-07-21 Singer Benjamin C Officer S-Sale D Common Stock 1,390 75.00 104.3K 96,167 D
2025-07-21 Fu Howard Officer S-Sale D Common Stock 814 74.35 60.5K 197,457 D
2025-07-10 Singer Benjamin C Officer S-Sale D Common Stock 4,500 75.00 337.5K 97,557 D
2025-07-10 O CONNOR KEVIN J Director S-Sale D Common Stock 3,412 71.82 245.0K 1,158,720 I
2025-07-09 O CONNOR KEVIN J Director S-Sale D Common Stock 2,445 73.41 179.5K 1,162,132 I
2025-06-20 Fu Howard Officer S-Sale D Common Stock 796 66.88 53.2K 198,271 D
2025-06-18 O CONNOR KEVIN J Director S-Sale D Common Stock 6,395 66.41 424.7K 1,171,121 I
2025-06-17 O CONNOR KEVIN J Director S-Sale D Common Stock 2,598 64.84 168.5K 1,182,610 I
2025-06-13 ICONIQ Strategic Partners IV, L.P. 10% Owner S-Sale D Common Stock 2,653 65.98 175.0K 1,893,458 D
2025-06-13 Griffith William J.G. Director / 10% Owner S-Sale D Common Stock 2,653 65.98 175.0K 1,893,458 I
2025-06-12 Stack Lawrence Joseph Officer S-Sale D Common Stock 2,500 65.33 163.3K 208,288 D
2025-06-05 Steele Elisa Director A-Award A Common Stock 3,049 0.00 55,159 D
2025-06-05 SMITH GRAHAM Director A-Award A Common Stock 3,049 0.00 49,669 D
2025-06-05 O CONNOR KEVIN J Director A-Award A Common Stock 3,049 0.00 16,632 D
2025-06-05 Chapple Erin Director A-Award A Common Stock 3,049 0.00 14,843 D
2025-06-05 CALDWELL NANCI Director A-Award A Common Stock 3,049 0.00 59,159 D
2025-06-05 Bueker Kathryn Director A-Award A Common Stock 3,049 0.00 19,981 D
2025-05-22 ICONIQ Strategic Partners II GP, L.P. 10% Owner J-Other D Common Stock 22,310 0.00 0 I
2025-05-21 Singer Benjamin C Officer S-Sale D Common Stock 4,203 68.91 289.6K 102,057 D
2025-05-21 Fu Howard Officer S-Sale D Common Stock 797 68.99 55.0K 199,067 D
2025-05-21 Courtemanche Craig F. Jr. Director / Officer M-Exempt A Common Stock 43,000 2.42 104.1K 837,619 D
2025-05-20 Stack Lawrence Joseph Officer F-InKind D Common Stock 7,080 69.94 495.2K 210,788 D
2025-05-20 Singer Benjamin C Officer F-InKind D Common Stock 5,596 69.94 391.4K 106,260 D
2025-05-20 Fu Howard Officer F-InKind D Common Stock 7,202 69.94 503.7K 199,864 D
2025-05-20 Fleming William Fred Jr Officer F-InKind D Common Stock 2,140 69.94 149.7K 85,139 D
2025-05-20 Davis Steven Scott Officer F-InKind D Common Stock 9,520 69.94 665.8K 215,554 D
2025-05-20 Courtemanche Craig F. Jr. Director / Officer F-InKind D Common Stock 20,997 69.94 1.47M 794,619 D
2025-05-15 O CONNOR KEVIN J Director S-Sale D Common Stock 982 71.69 70.4K 1,185,208 I
2025-05-14 O CONNOR KEVIN J Director S-Sale D Common Stock 7,692 72.16 555.1K 1,192,900 I
2025-05-13 Bueker Kathryn Director S-Sale D Common Stock 7,000 72.43 507.0K 16,932 D
2025-05-09 Stack Lawrence Joseph Officer S-Sale D Common Stock 1,000 65.60 65.6K 217,868 D
2025-04-23 Fu Howard Officer S-Sale D Common Stock 1,480 60.02 88.8K 206,704 D
2025-04-14 Fu Howard Officer S-Sale D Common Stock 1,216 61.34 74.6K 208,184 D
2025-04-10 O CONNOR KEVIN J Director S-Sale D Common Stock 5,334 60.35 321.9K 1,202,950 I
2025-04-09 O CONNOR KEVIN J Director S-Sale D Common Stock 6,645 56.58 376.0K 1,209,339 I
2025-03-31 Stack Lawrence Joseph Officer A-Award A Common Stock 57,500 0.00 218,868 D
2025-03-31 Singer Benjamin C Officer A-Award A Common Stock 39,531 0.00 111,641 D
2025-03-31 Fu Howard Officer A-Award A Common Stock 64,687 0.00 209,400 D
2025-03-31 Fleming William Fred Jr Officer A-Award A Common Stock 19,407 0.00 87,054 D
2025-03-31 Davis Steven Scott Officer A-Award A Common Stock 68,281 0.00 225,074 D
2025-03-31 Courtemanche Craig F. Jr. Director / Officer A-Award A Common Stock 93,437 0.00 815,616 D
2025-03-21 Fu Howard Officer S-Sale D Common Stock 1,447 68.79 99.5K 144,713 D
2025-03-14 O CONNOR KEVIN J Director S-Sale D Common Stock 5,128 67.41 345.7K 1,215,984 I
2025-03-14 Fu Howard Officer S-Sale D Common Stock 1,190 67.00 79.7K 146,160 D
2025-03-13 O CONNOR KEVIN J Director S-Sale D Common Stock 5,128 68.04 348.9K 1,221,112 I
2025-03-12 O CONNOR KEVIN J Director S-Sale D Common Stock 3,353 66.84 224.1K 1,228,015 I
2025-03-03 Fu Howard Officer S-Sale D Common Stock 2,642 77.05 203.6K 147,350 D
2025-02-21 Stack Lawrence Joseph Officer S-Sale D Common Stock 12,000 82.92 995.0K 161,368 D
2025-02-21 Singer Benjamin C Officer S-Sale D Common Stock 5,195 83.39 433.2K 73,852 D
2025-02-21 Davis Steven Scott Officer S-Sale D Common Stock 8,299 83.37 691.9K 159,871 D
2025-02-20 Stack Lawrence Joseph Officer F-InKind D Common Stock 20,283 86.48 1.75M 173,368 D
2025-02-20 Singer Benjamin C Officer F-InKind D Common Stock 3,992 86.48 345.2K 79,047 D
2025-02-20 ICONIQ STRATEGIC PARTNERS II, L.P. 10% Owner S-Sale D Common Stock 200 82.93 16.6K 0 I
2025-02-20 Griffith William J.G. Director / 10% Owner S-Sale D Common Stock 200 82.93 16.6K 0 I
2025-02-20 Fu Howard Officer F-InKind D Common Stock 6,196 86.48 535.8K 149,992 D
2025-02-20 Fleming William Fred Jr Officer F-InKind D Common Stock 4,958 86.48 428.8K 67,647 D
2025-02-20 Davis Steven Scott Officer F-InKind D Common Stock 6,289 86.48 543.9K 168,170 D
2025-02-20 Courtemanche Craig F. Jr. Director / Officer F-InKind D Common Stock 57,119 86.48 4.94M 722,179 D
2025-02-19 Steele Elisa Director S-Sale D Common Stock 4,000 88.50 354.0K 52,110 D
2025-02-19 ICONIQ STRATEGIC PARTNERS II, L.P. 10% Owner J-Other D Common Stock 447,346 0.00 0 I
2025-02-19 Griffith William J.G. Director / 10% Owner J-Other D Common Stock 447,346 0.00 0 I
2025-02-19 Fu Howard Officer S-Sale D Common Stock 8,000 87.00 696.0K 156,188 D
2025-02-18 Courtemanche Craig F. Jr. Director / Officer A-Award A Common Stock 8,840 0.00 779,298 D
2025-02-07 O CONNOR KEVIN J Director S-Sale D Common Stock 6,410 76.77 492.1K 1,231,368 I
2025-02-06 O CONNOR KEVIN J Director S-Sale D Common Stock 6,410 76.90 492.9K 1,237,778 I
2025-02-05 O CONNOR KEVIN J Director S-Sale D Common Stock 6,410 77.33 495.7K 1,244,188 I
2025-01-21 Singer Benjamin C Officer S-Sale D Common Stock 1,500 78.00 117.0K 83,039 D
2025-01-15 O CONNOR KEVIN J Director S-Sale D Common Stock 48 77.10 3.7K 1,250,598 I
2025-01-14 O CONNOR KEVIN J Director S-Sale D Common Stock 1,155 75.79 87.5K 1,257,008 I
2025-01-13 O CONNOR KEVIN J Director S-Sale D Common Stock 5,128 73.62 377.5K 1,264,700 I
2024-12-23 Singer Benjamin C Officer S-Sale D Common Stock 1,500 76.18 114.3K 84,539 D
2024-12-12 O CONNOR KEVIN J Director S-Sale D Common Stock 5,609 81.17 455.3K 1,270,629 I
2024-12-12 ICONIQ STRATEGIC PARTNERS II, L.P. 10% Owner J-Other D Common Stock 766,667 0.00 571,466 D
2024-12-12 Griffith William J.G. Director / 10% Owner J-Other D Common Stock 766,667 0.00 571,466 I
2024-12-11 O CONNOR KEVIN J Director S-Sale D Common Stock 6,410 80.83 518.1K 1,276,238 I
2024-12-10 O CONNOR KEVIN J Director S-Sale D Common Stock 19,090 81.68 1.56M 1,296,890 I
2024-12-02 O CONNOR KEVIN J Director G-Gift D Common Stock 14,100 0.00 1,315,980 I
2024-11-25 Bueker Kathryn Director S-Sale D Common Stock 6,500 78.01 507.1K 23,932 D
2024-11-22 Singer Benjamin C Officer S-Sale D Common Stock 2,005 76.78 153.9K 86,039 D
2024-11-22 Davis Steven Scott Officer S-Sale D Common Stock 5,643 75.89 428.2K 178,580 D
2024-11-21 Singer Benjamin C Officer S-Sale D Common Stock 5,594 71.36 399.2K 91,373 D
2024-11-21 ICONIQ STRATEGIC PARTNERS II, L.P. 10% Owner J-Other D Common Stock 284,172 0.00 586,520 I
2024-11-21 Griffith William J.G. Director / 10% Owner J-Other D Common Stock 766,624 0.00 1,338,133 I
2024-11-21 Fu Howard Officer S-Sale D Common Stock 7,809 71.36 557.3K 164,188 D
2024-11-21 Fleming William Fred Jr Officer S-Sale D Common Stock 2,668 71.36 190.4K 72,605 D
2024-11-21 Davis Steven Scott Officer S-Sale D Common Stock 7,914 71.36 564.7K 184,223 D
2024-11-21 Courtemanche Craig F. Jr. Director / Officer S-Sale D Common Stock 22,665 71.36 1.62M 770,458 D
2024-11-13 O CONNOR KEVIN J Director S-Sale D Common Stock 4,042 70.89 286.5K 1,331,166 I
2024-11-13 ICONIQ STRATEGIC PARTNERS II, L.P. 10% Owner S-Sale D Common Stock 64,830 73.51 4.77M 1,651,669 I
2024-11-13 Griffith William J.G. Director / 10% Owner S-Sale D Common Stock 64,830 73.51 4.77M 1,651,669 I
2024-11-12 O CONNOR KEVIN J Director S-Sale D Common Stock 5,128 70.47 361.4K 1,335,208 I
2024-11-12 ICONIQ STRATEGIC PARTNERS II, L.P. 10% Owner S-Sale D Common Stock 9,659 71.04 686.1K 1,788,689 I
2024-11-12 Griffith William J.G. Director / 10% Owner S-Sale D Common Stock 9,659 71.04 686.1K 1,788,689 I
2024-11-11 O CONNOR KEVIN J Director S-Sale D Common Stock 5,128 70.50 361.5K 1,340,336 I
2024-11-07 Fu Howard Officer S-Sale D Common Stock 1,500 71.75 107.6K 171,997 D
2024-11-06 Fleming William Fred Jr Officer S-Sale D Common Stock 15,000 70.75 1.06M 75,120 D
2024-11-04 ICONIQ STRATEGIC PARTNERS II, L.P. 10% Owner S-Sale D Common Stock 28,516 66.54 1.90M 1,798,348 I
2024-11-04 Griffith William J.G. Director / 10% Owner S-Sale D Common Stock 28,516 66.54 1.90M 1,798,348 I
2024-11-02 ICONIQ STRATEGIC PARTNERS II, L.P. 10% Owner J-Other D Common Stock 766,624 0.00 2,297,329 D
2024-11-02 Griffith William J.G. Director / 10% Owner J-Other D Common Stock 284,172 0.00 870,692 I
2024-10-31 Davis Steven Scott Officer S-Sale D Common Stock 9,671 65.00 628.6K 192,137 D
2024-10-24 O CONNOR KEVIN J Director S-Sale D Common Stock 5,128 62.88 322.4K 1,345,464 I
2024-10-23 O CONNOR KEVIN J Director S-Sale D Common Stock 5,128 62.45 320.2K 1,350,592 I
2024-10-22 O CONNOR KEVIN J Director S-Sale D Common Stock 5,128 62.07 318.3K 1,355,720 I
2024-09-19 O CONNOR KEVIN J Director S-Sale D Common Stock 5,128 58.48 299.9K 1,360,848
2024-09-18 O CONNOR KEVIN J Director S-Sale D Common Stock 5,128 56.94 292.0K 1,365,976
2024-09-17 O CONNOR KEVIN J Director S-Sale D Common Stock 8,974 58.06 521.0K 1,371,104
2024-08-27 Durling Joy Driscoll Officer 0 0.00 0
2024-08-23 Singer Benjamin C Officer S-Sale D Common Stock 4,219 59.63 251.6K 96,812
2024-08-22 Singer Benjamin C Officer S-Sale D Common Stock 5,674 59.14 335.6K 101,031
2024-08-22 Fu Howard Officer S-Sale D Common Stock 7,922 59.14 468.5K 173,497
2024-08-22 Fleming William Fred Jr Officer S-Sale D Common Stock 2,707 59.14 160.1K 79,156
2024-08-22 Durling Joy Driscoll Officer S-Sale D Common Stock 6,076 59.14 359.3K 104,381
2024-08-22 Davis Steven Scott Officer S-Sale D Common Stock 8,029 59.14 474.8K 201,808
2024-08-22 Courtemanche Craig F. Jr. Director / Officer S-Sale D Common Stock 22,993 59.14 1.36M 793,123
2024-08-19 O CONNOR KEVIN J Director S-Sale D Common Stock 25,000 57.53 1.44M 1,380,078
2024-08-09 O CONNOR KEVIN J Director S-Sale D Common Stock 3,846 53.84 207.1K 1,436,621
2024-08-08 O CONNOR KEVIN J Director S-Sale D Common Stock 3,846 52.49 201.9K 1,440,467
2024-08-07 O CONNOR KEVIN J Director S-Sale D Common Stock 3,846 53.65 206.3K 1,444,313

Executive team

Top executives
EBIT / Employee
-22.1K
Shares Outstanding
150.81M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Ajei S. Gopal President and CEO 237.0K 320.0K 76.65M 209.1K 77.42M 99.01%
2 2025 Craig F. Courtemanche, Jr. Former President and CEO, and Chair of the Board 491.1K 500.0K 19.20M 572.5K 16.0K 20.78M 92.40%
3 2025 Steven S. Davis President, Product and Technology 467.6K 4.56M 339.0K 5.4K 5.37M 84.89%
4 2025 Howard Fu Former Chief Financial Officer and Treasurer 441.6K 4.32M 320.1K 5.0K 5.09M 84.93%
5 2025 Larry Stack Former Chief Revenue Officer 467.6K 3.84M 451.9K 17.9K 4.78M 80.38%
6 2025 Benjamin C. Singer Chief Legal Officer and Corporate Secretary 431.2K 2.64M 312.6K 5.0K 3.39M 77.91%
7 2024 Craig F. Courtemanche, Jr. Former President and CEO, and Chair of the Board 567.6K 15.44M 107.2K 5.0K 16.12M 95.78%
8 2024 Craig F. Courtemanche, Jr. President, CEO, and Chair of the Board 567.6K 15.44M 107.2K 5.0K 16.12M 95.78%
9 2024 Larry Stack Former Chief Revenue Officer 397.5K 250.0K 14.24M 74.7K 16.6K 14.98M 95.07%
10 2024 Larry Stack Chief Revenue Officer 397.5K 250.0K 14.24M 74.7K 16.6K 14.98M 95.07%
11 2024 Steven S. Davis President, Product and Technology 443.3K 4.89M 62.8K 5.7K 5.40M 90.53%
12 2024 Howard Fu Chief Financial Officer and Treasurer 420.7K 4.63M 59.6K 5.2K 5.12M 90.51%
13 2024 Howard Fu Former Chief Financial Officer and Treasurer 420.7K 4.63M 59.6K 5.2K 5.12M 90.51%
14 2024 Benjamin C. Singer Chief Legal Officer and Corporate Secretary 411.9K 2.83M 56.5K 5.3K 3.30M 85.67%
15 2023 Craig F. Courtemanche, Jr. President, Chief Executive Officer, and Chair of the Board 545.0K 11.81M 541.9K 24.4K 12.92M 91.40%
16 2023 Craig F. Courtemanche, Jr. Former President and CEO, and Chair of the Board 545.0K 11.81M 541.9K 24.4K 12.92M 91.40%
17 2023 Craig F. Courtemanche, Jr. President, CEO, and Chair of the Board 545.0K 11.81M 541.9K 24.4K 12.92M 91.40%
18 2023 Howard Fu Chief Financial Officer and Treasurer 383.7K 4.94M 242.8K 18.5K 5.59M 88.46%
19 2023 Howard Fu Former Chief Financial Officer and Treasurer 383.7K 4.94M 242.8K 18.5K 5.59M 88.46%
20 2023 Paul E. Lyandres President of Fintech 450.0K 4.92M 190.1K 16.1K 5.58M 88.23%
21 2023 Benjamin C. Singer Chief Legal Officer and Corporate Secretary 392.5K 3.25M 253.7K 12.9K 3.91M 83.13%
22 2023 Steven S. Davis President, Product and Technology 411.3K 2.85M 306.7K 18.5K 3.59M 79.48%
23 2023 Joy D. Durling Chief Data Officer 401.3K 1.67M 259.3K 10.6K 2.34M 71.36%
24 2022 Craig F. Courtemanche, Jr. President, CEO, and Chair of the Board 517.5K 12.78M 534.6K 23.8K 13.86M 92.24%
25 2022 Craig F. Courtemanche, Jr. President, Chief Executive Officer, and Chair of the Board 517.5K 12.78M 534.6K 23.8K 13.86M 92.24%
26 2022 Steven S. Davis President, Product and Technology 151.5K 250.0K 12.44M 117.5K 3.5K 12.96M 95.97%
27 2022 Paul E. Lyandres Chief Financial Officer and Treasurer 440.0K 7.41M 330.3K 13.1K 8.20M 90.44%
28 2022 Paul E. Lyandres President of Fintech 440.0K 7.41M 330.3K 13.1K 8.20M 90.44%
29 2022 Joy D. Durling Chief Data Officer 297.9K 200.0K 7.34M 199.2K 41.3K 8.08M 90.86%
30 2022 Benjamin C. Singer Chief Legal Officer and Corporate Secretary 378.8K 2.81M 240.4K 14.1K 3.45M 81.62%
31 2021 Craig F. Courtemanche, Jr. President, Chief Executive Officer, and Chair of the Board 460.0K 9.69M 460.3K 10.9K 10.63M 91.24%
32 2021 Dennis Lyandres Chief Revenue Officer 381.3K 4.31M 383.6K 13.9K 5.09M 84.69%
33 2021 Paul Lyandres Chief Financial Officer and Treasurer 395.0K 3.88M 250.7K 10.0K 4.53M 85.54%
34 2021 Paul E. Lyandres Chief Financial Officer and Treasurer 395.0K 3.88M 250.7K 8.7K 4.53M 85.56%
35 2021 Paul E. Lyandres President of Fintech 395.0K 3.88M 250.7K 8.7K 4.53M 85.56%
36 2020 Craig F. Courtemanche, Jr. President, Chief Executive Officer, and Chair of the Board 312.5K 25.0K 10.29M 259.9K 3.27M 14.16M 72.66%
37 2020 Dennis Lyandres Chief Revenue Officer 316.3K 2.5K 4.68M 264.6K 1.65M 6.91M 67.69%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-24 DEFA14A
2026-04-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2026-04-24 ARS
2026-04-22 8-K
2026-04-22 4
2026-04-22 3
2026-04-17 4
2026-04-14 4
2026-04-02 4

Executive team

NameTitleCompensationGender
Craig F. Courtemanche Jr. Founder & Chairman 2M male
Steve Davis President of Product & Technology 811.9K male
Ajei S. Gopal President, Chief Executive Officer & Director 766.1K
Benjamin C. Singer Chief Legal Officer & Corporate Secretary 748.8K male
Lawrence Stack Chief Revenue Officer 738.7K male
Walt Hearn Chief Revenue Officer 738.7K male
Paul E. Lyandres Chief Business Officer 656.2K male
Howard Fu Chief Financial Officer & Treasurer 485.5K male
Rachel Pyles Chief Financial Officer & Treasurer 485.5K female
Steven C. Zahm Chief Experience Officer 434.7K male
Matthew Puljiz Senior Vice President of Finance male
Inna Landman Chief People Officer female
ESG Rating
B
SOFTWARE - APPLICATION
2026
E (Environmental)
50.0 / 66.0
Company / Sector avg.
S (Social)
60.1 / 69.5
Company / Sector avg.
G (Governance)
63.1 / 67.5
Company / Sector avg.
ESG Total
57.7 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
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