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PDF Solutions, Inc. (PDFS)

USD52.79 -2.73 (-4.92%)
US NASDAQ Technology Software - Application
Address 2858 De La Cruz Boulevard 95050
Santa Clara, CA, US
CEO John K. Kibarian
Website pdf.com
IPO 2001-07-31
CIK 1120914 ISIN US6932821050

Explore sections of this company profile

Description

PDF Solutions, Inc. offers a comprehensive array of solutions to the semiconductor sector, encompassing proprietary software, physical intellectual property for integrated circuit designs, electrical measurement hardware, proven methodologies, and professional services. The company maintains a global presence, with significant operations in the United States, China, Japan, Taiwan, and other international regions. At the core of their software portfolio is the Exensio platform. This includes Manufacturing Analytics, which centralizes collected data, providing engineers with a consistent view to effectively identify and analyze production yield, performance, and reliability issues. Process Control delivers capabilities for failure detection, classification, and robust monitoring and management of manufacturing tool sets. Test Operations focuses on efficient data collection and analytical functionalities, while Assembly Operations is designed to seamlessly link assembly, packaging, fabrication, and characterization data throughout a product's entire lifespan. Beyond software, PDF Solutions provides advanced hardware and systems such as their design-for-inspection (DFI) Systems, featuring DFI on-chip instruments, and the eProbe, a non-contact E-beam tool. They also offer the Characterization Vehicle (CV) system, which comprises CV test chips, pdFasTest electrical testers, and specialized Exensio characterization software tailored to process measurements gathered from DFI on-chip instruments using the eProbe tool. Further enhancing their product suite are Cimetrix software products, which facilitate the implementation of industry-standard interfaces for equipment manufacturers. Their service offerings extend to software-as-a-service (SaaS) subscriptions, various software-related support, and dedicated characterization services. PDF Solutions engages a broad spectrum of clients—including integrated device manufacturers, fabless semiconductor companies, foundries, equipment manufacturers, electronics manufacturing suppliers, original device manufacturers, outsourced semiconductor assembly and test firms, and system houses—through a combination of direct sales, dedicated service teams, and strategic alliances. Established in 1991, the company's headquarters are located in Santa Clara, California.

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
USD52.79 -2.73 (-4.92%)
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Volume Profile
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Liquidity & share structure
Average Volume
797.6K
Beta
1.63
Float Shares
32.08M
Free Float %
80.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.81% +10.93% +38.66% +64.09% +80.34% +67.19% +149.74% +23.00% +149.87% +269.48% +201.33%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Buy
Price Targets & DCF
Current price
52.79
Low 48.00 -9.1%
Consensus 48.00 -9.1%
Median 48.00 -9.1%
High 48.00 -9.1%
DCF (Levered) 1.03 -98.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 4 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
48.00
-9.1%
Last Quarter 2
43.00
-18.5%
Last Year 3
40.67
-23.0%
All Time 5
41.80
-20.8%
Quality scores
Altman Z-Score
8.26
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
2 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +22.0% Q1'26: +25.9% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    -116.3% Q1'26: +254.6% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -7.4% Q1'26: -14.6% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    +3.3% Q1'26: +0.0% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    +1.4% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +0.7% Q1'26: +3.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    4.14× Q1'26: 0.31× (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 (1.70) × ERP
WACC = 96% × Ke + 4% × Kd (5.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 52.79
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 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
2 EPS Ana.
Dec 2027
3 Rev. Ana.
2 EPS Ana.
Revenue
74.04M
est: 100.40M (-26.3%)
48.44M
est: 67.85M (-28.6%)
61.65M
est: 52.30M (+17.9%)
66.71M
est: 162.60M (-59.0%)
89.54M
est: 76.20M (+17.5%)
101.45M
est: 100.26M (+1.2%)
100.16M
est: 91.56M (+9.4%)
97.98M
est: 97.57M (+0.4%)
107.46M
est: 107.34M (+0.1%)
101.87M
est: 101.60M (+0.3%)
85.79M
est: 84.23M (+1.9%)
85.59M
est: 85.17M (+0.5%)
88.05M
est: 89.80M (-2.0%)
111.06M
est: 110.44M (+0.6%)
148.55M
est: 144.55M (+2.8%)
165.84M
est: 166.45M (-0.4%)
179.47M
est: 178.68M (+0.4%)
219.02M
est: 218.57M (+0.2%)
262.59M
260.80M – 264.78M
+20.1% YoY
312.30M
310.17M – 314.90M
+18.9% YoY
EBITDA
-12.41M
est: -81.70M (+84.8%)
-9.25M
est: -15.41M (+40.0%)
3.76M
est: 3.79M (-0.8%)
5.61M
est: 5.28M (+6.2%)
21.71M
est: 16.09M (+34.9%)
33.03M
est: 32.02M (+3.2%)
29.94M
est: 27.62M (+8.4%)
19.24M
est: 23.29M (-17.4%)
12.97M
est: 17.61M (-26.4%)
5.85M
est: 5.78M (+1.2%)
-3.48M
est: -5.07M (+31.3%)
-332.0K
est: -68.7K (-383.3%)
-8.62M
est: -22.88M (+62.3%)
-6.27M
est: -11.03M (+43.2%)
4.70M
est: -8.82M (+153.3%)
6.12M
est: 34.29M (-82.2%)
5.46M
est: 36.81M (-85.2%)
18.50M
est: 45.03M (-58.9%)
54.10M
53.73M – 54.55M
+20.1% YoY
64.34M
63.90M – 64.87M
+18.9% YoY
EBIT
-17.75M
est: -92.52M (+80.8%)
-12.46M
est: -19.20M (+35.1%)
2.21M
est: 1.64M (+34.9%)
4.14M
est: 4.01M (+3.1%)
21.02M
est: 15.57M (+35.0%)
31.57M
est: 30.64M (+3.1%)
27.90M
est: 25.77M (+8.2%)
19.24M
est: 20.18M (-4.7%)
12.96M
est: 13.18M (-1.7%)
190.0K
est: -296.0K (+164.2%)
-9.38M
est: -14.27M (+34.3%)
-7.54M
est: -8.53M (+11.6%)
-16.79M
est: -41.85M (+59.9%)
-15.82M
est: -16.36M (+3.3%)
-2.09M
est: -13.65M (+84.7%)
-151.0K
est: 31.42M (-100.5%)
935.0K
est: 33.73M (-97.2%)
7.16M
est: 41.26M (-82.7%)
49.57M
49.23M – 49.98M
+20.1% YoY
58.95M
58.55M – 59.44M
+18.9% YoY
Net Income
-95.73M
est: -102.25M (+6.4%)
-17.49M
est: -20.17M (+13.3%)
227.0K
est: 98.0K (+131.7%)
1.88M
est: 1.01M (+85.5%)
17.35M
est: 32.20M (-46.1%)
20.93M
est: 20.47M (+2.2%)
18.46M
est: 16.98M (+8.7%)
12.41M
est: 12.81M (-3.1%)
9.10M
est: 9.23M (-1.3%)
-1.34M
est: -589.5K (-126.8%)
-7.72M
est: -11.02M (+30.0%)
-5.42M
est: -5.95M (+8.9%)
-40.36M
est: -99.37M (+59.4%)
-21.49M
est: -28.49M (+24.6%)
-3.43M
est: 9.06M (-137.9%)
3.11M
est: -2.85M (+209.1%)
4.06M
est: 31.53M (-87.1%)
-640.0K
est: 33.35M (-101.9%)
43.74M
43.15M – 44.33M
+31.2% YoY
53.76M
50.34M – 57.18M
+22.9% YoY
SGA
21.78M
est: 41.98M (-48.1%)
16.56M
est: 19.99M (-17.2%)
15.99M
est: 15.64M (+2.2%)
18.36M
est: 21.98M (-16.5%)
18.60M
est: 15.08M (+23.3%)
17.03M
est: 16.93M (+0.6%)
18.46M
est: 16.22M (+13.8%)
20.42M
est: 20.27M (+0.7%)
22.06M
est: 22.78M (-3.2%)
23.68M
est: 27.60M (-14.2%)
23.93M
est: 34.32M (-30.3%)
26.30M
est: 30.45M (-13.6%)
est: 84.06M (-100.0%)
est: 47.10M (-100.0%)
est: 49.57M (-100.0%)
est: 12.88M (-100.0%)
est: 13.83M (-100.0%)
84.74M
est: 16.91M (+401.0%)
20.32M
20.18M – 20.49M
+20.1% YoY
24.16M
24.00M – 24.37M
+18.9% YoY
EPS
-3.48
est: 0.04 (-10,042.9%)
-0.66
est: -0.46 (-45.1%)
0.00
est: 0.25 (-99.7%)
0.07
est: 0.45 (-84.3%)
1.30
est: 0.59 (+120.3%)
0.70
est: 1.04 (-32.7%)
0.60
est: 0.92 (-34.8%)
0.39
est: 0.75 (-48.0%)
0.29
est: 0.68 (-57.0%)
-0.04
est: 0.37 (-111.2%)
-0.24
est: 0.08 (-420.0%)
-0.17
est: 0.18 (-197.1%)
-1.17
est: 0.05 (-2,563.2%)
-0.58
est: 0.03 (-1,884.6%)
-0.09
est: 0.52 (-117.8%)
0.08
est: -0.07 (+213.0%)
0.11
est: 0.80 (-86.3%)
-0.02
est: 0.85 (-101.9%)
1.12
1.10 – 1.13
+31.0% YoY
1.37
1.28 – 1.45
+22.8% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-29 DA Davidson Buy Buy Maintain
2026-04-20 Rosenblatt Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-05-06 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-05-05 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-05-04 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-05-01 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-04-30 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-04-29 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-04-28 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-04-27 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-04-24 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-04-23 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-04-22 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-04-21 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-04-20 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-04-17 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-04-16 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5
2026-04-15 C- 1/5 2/5 1/5 1/5 2/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-1.54M
OE per share TTM
-0.04
Owner's Yield
-0.08%
Maintenance CapEx ratio
124.95%
Maint CapEx / Avg PPE
36.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
44
Total invested
45.81M
Insider transactions (90d)
0
Beneficial owners (>5%)
25
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 4.72M 12.60% 4.66M 4.72M HC Delaware 2022-01-28
2 Advantest America, Inc. 3.31M 9.10% 3.31M 3.31M CO Delaware 2020-08-06
3 Advantest Corporation 3.31M 9.10% 33.07M 33.07M CO Delaware 2020-08-06
4 98-0557567 3.26M 8.70% 3.25M 3.26M IA, HC Bermuda 2022-02-10
5 OppenheimerFunds, Inc. 3.01M 9.31% 3.01M IA Colorado 2019-01-18
6 FMR LLC 2.25M 7.05% 2.25M HC Delaware 2018-02-13
7 The Vanguard Group - 23-1945930 2.10M 5.62% 24.7K 2.05M 49.5K IA Pennsylvania For 2022-02-10
8 (. 1.95M 6.04% 1.84M 1.95M IA Delaware 2019-02-08
9 Cowen Prime Advisors, a division of Cowen Prime Services LLC 1.62M 5.00% 1.62M BD, IA Citizenship or Place of Organization 2020-06-04
10 Cardinal Capital Management, LLC 1.58M 4.90% 1.20M 1.58M IA, OO United States 2018-02-13
11 30-0447847 1.20M 3.30% 1.12M 1.20M IA Delaware 2021-02-16
12 Abigail P. Johnson 460.6K 1.46% 460.6K IN Delaware 2015-05-11
13 Edward C. Johnson 3d 460.6K 1.46% 460.6K IN Delaware 2015-05-11
14 52-0556948 2.0K 0.00% 2.0K 2.0K IA Maryland 2022-02-14
15 2) 0.00% IA Delaware 2016-02-10
16 Cowen Prime Advisors LLC 0.00% IA Citizenship or Place of Organization 2023-08-07
17 Doonbeg Global Management, LLC 0.00% OO Delaware 2015-02-17
18 Doonbeg Master Fund, L.P. 0.00% PN Delaware 2015-02-17
19 HALCYON ASSET MANAGEMENT LLC 0.00% 1.41M 185.0K 1.41M 185.0K IA United States 2020-02-14
20 Shannon River Capital Management LLC 0.00% OO Delaware 2015-02-17
21 Shannon River Fund Management LLC 0.00% OO Delaware 2015-02-17
22 Shannon River Global Management, LLC 0.00% OO Delaware 2015-02-17
23 Shannon River Master Fund, L.P. 0.00% PN Delaware 2015-02-17
24 Shannon River Partners LP 0.00% PN Delaware 2015-02-17
25 Spencer Waxman 0.00% IN Delaware 2015-02-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
44
-140 vs prev Q
New positions
4
Closed positions
144
Increased
18
Reduced
15
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 NANO CAP NEW MILLENNIUM GROWTH FUND L P 19.5K +19.5K (+100.0%) 556.34M +556.3M (+100.0%) 0.05% +0.049 pp 0.47% +0.475 pp USD28.53 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 4.89M +22.0K (+0.5%) 139.38M +13.8M (+11.0%) 12.43% +0.003 pp 0.00% +0.000 pp USD31.50 -9.4% 6 qtrs
3 VANGUARD GROUP INC 3.09M -65.1K (-2.1%) 88.14M +6.7M (+8.2%) 7.86% -0.200 pp 0.00% +0.000 pp USD20.40 +39.9% 84 qtrs
4 NEEDHAM INVESTMENT MANAGEMENT LLC 1.97M -53.6K (-2.7%) 56.06M +3.9M (+7.6%) 5.00% -0.158 pp 3.54% -0.093 pp USD25.69 +11.1% 69 qtrs
5 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.36M +9.0K (+0.7%) 38.76M +3.9M (+11.2%) 3.44% -0.008 pp 0.11% +0.018 pp USD25.26 +12.9% 23 qtrs
6 RANGER INVESTMENT MANAGEMENT, L.P. 1.17M +112.8K (+10.7%) 33.38M +6.1M (+22.3%) 2.96% +0.262 pp 2.29% +0.386 pp USD28.34 +0.7% 24 qtrs
7 STATE STREET CORP 1.15M +5.6K (+0.5%) 32.85M +3.3M (+11.0%) 2.93% +0.002 pp 0.00% +0.000 pp USD20.79 +37.2% 51 qtrs
8 SAMJO MANAGEMENT, LLC 1.15M +30.3K (+2.7%) 32.84M +3.9M (+13.5%) 2.93% +0.065 pp 12.69% +1.638 pp USD30.58 -6.7% 9 qtrs
9 SNYDER CAPITAL MANAGEMENT L P 955.4K +155.1K (+19.4%) 27.26M +6.6M (+31.9%) 2.42% +0.374 pp 0.51% +0.117 pp USD20.36 +40.1% 47 qtrs
10 EMERALD ADVISERS, LLC 943.4K +717.0 (+0.1%) 26.91M +2.6M (+10.6%) 2.39% -0.020 pp 0.83% +0.049 pp USD30.06 -5.1% 15 qtrs
11 JANUS HENDERSON GROUP PLC 912.1K +128.3K (+16.4%) 26.02M +5.8M (+28.6%) 2.31% +0.306 pp 0.01% +0.002 pp USD34.41 -17.1% 12 qtrs
12 DIMENSIONAL FUND ADVISORS LP 801.0K -10.3K (-1.3%) 22.85M +1.9M (+9.1%) 2.03% -0.045 pp 0.00% +0.000 pp USD16.65 +71.4% 51 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 770.2K +4.4K (+0.6%) 21.98M +2.2M (+11.1%) 1.96% +0.003 pp 0.00% +0.000 pp USD21.54 +32.5% 78 qtrs
14 DIVISAR CAPITAL MANAGEMENT LLC 759.8K +75.7K (+11.1%) 21.68M +4.0M (+22.7%) 1.92% +0.175 pp 6.09% +1.285 pp USD27.57 +3.5% 37 qtrs
15 OPHIR ASSET MANAGEMENT PTY LTD 723.1K +723.1K (+100.0%) 20.63M +20.6M (+100.0%) 1.83% +1.830 pp 2.31% +2.314 pp USD28.53 +0.0% 1 qtrs NEW
16 EMERALD MUTUAL FUND ADVISERS TRUST 594.6K +— (+0.0%) 16.96M +1.6M (+10.5%) 1.51% -0.014 pp 0.83% +0.034 pp USD30.58 -6.7% 15 qtrs
17 WASATCH ADVISORS LP 522.3K -25.5K (-4.7%) 14.90M +757.1K (+5.4%) 1.32% -0.077 pp 0.09% +0.012 pp USD26.85 +6.3% 16 qtrs
18 ARROWMARK COLORADO HOLDINGS LLC 493.3K +41.6K (+9.2%) 14.08M +2.4M (+20.7%) 1.25% +0.101 pp 0.31% +0.093 pp USD25.46 +12.1% 3 qtrs
19 SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC 473.9K +15.1K (+3.3%) 13.52M +1.7M (+14.1%) 1.20% +0.028 pp 7.81% +0.619 pp USD28.67 -0.5% 9 qtrs
20 LOOMIS SAYLES & CO L P 465.2K +102.0K (+28.1%) 13.27M +3.9M (+41.5%) 1.18% +0.250 pp 0.02% +0.005 pp USD26.02 +9.6% 3 qtrs
21 RUSSELL INVESTMENTS GROUP, LTD. 407.4K +33.1K (+8.8%) 11.62M +2.0M (+20.3%) 1.03% +0.075 pp 0.01% +0.002 pp USD24.62 +15.9% 37 qtrs
22 MORGAN STANLEY 399.2K +42.0K (+11.7%) 11.39M +2.2M (+23.5%) 1.02% +0.103 pp 0.00% +0.000 pp USD27.08 +5.4% 51 qtrs
23 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 388.3K -6.8K (-1.7%) 11.08M +877.5K (+8.6%) 0.98% -0.026 pp 0.03% -0.003 pp USD25.76 +10.8% 11 qtrs
24 376.1K +376.1K (+100.0%) 10.73M +10.7M (+100.0%) 0.96% +0.957 pp 3.75% +3.749 pp USD28.53 +0.0% 1 qtrs NEW
25 NORTHERN TRUST CORP 347.9K -15.9K (-4.4%) 9.93M +533.5K (+5.7%) 0.88% -0.049 pp 0.00% +0.000 pp USD16.17 +76.4% 51 qtrs
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 306.8K +8.3K (+2.8%) 8.75M +1.0M (+13.6%) 0.78% +0.014 pp 0.00% +0.000 pp USD19.88 +43.5% 57 qtrs
27 FMR LLC 267.1K +28.8K (+12.1%) 7.62M +1.5M (+23.8%) 0.68% +0.067 pp 0.00% +0.000 pp USD29.15 -2.1% 16 qtrs
28 HERALD INVESTMENT MANAGEMENT LTD 225.0K +25.0K (+12.5%) 6.42M +1.3M (+24.3%) 0.57% +0.061 pp 0.84% +0.151 pp USD26.12 +9.2% 2 qtrs
29 ROUBAIX CAPITAL, LLC 220.0K +13.7K (+6.6%) 6.28M +949.3K (+17.8%) 0.56% +0.030 pp 2.68% +0.196 pp USD25.99 +9.8% 2 qtrs
30 SQUAREPOINT OPS LLC 217.6K -37.0K (-14.5%) 6.21M -364.5K (-5.5%) 0.55% -0.099 pp 0.01% +0.000 pp USD26.88 +6.1% 13 qtrs
31 BANK OF NEW YORK MELLON CORP 197.8K -7.1K (-3.5%) 5.64M +352.9K (+6.7%) 0.50% -0.023 pp 0.00% +0.000 pp USD19.24 +48.3% 66 qtrs
32 GOLDMAN SACHS GROUP INC 189.8K +49.3K (+35.1%) 5.42M +1.8M (+49.3%) 0.48% +0.124 pp 0.00% +0.000 pp USD28.30 +0.8% 50 qtrs
33 PRINCIPAL FINANCIAL GROUP INC 153.0K -1.6K (-1.1%) 4.37M +372.8K (+9.3%) 0.39% -0.008 pp 0.00% +0.000 pp USD15.96 +78.8% 33 qtrs
34 RICE HALL JAMES & ASSOCIATES, LLC 147.7K -12.6K (-7.9%) 4.21M +74.6K (+1.8%) 0.38% -0.034 pp 0.23% +0.006 pp USD23.28 +22.6% 3 qtrs
35 INVESCO LTD. 136.1K +28.6K (+26.6%) 3.88M +1.1M (+39.9%) 0.35% +0.072 pp 0.00% +0.000 pp USD20.29 +40.6% 37 qtrs
36 BROWN CAPITAL MANAGEMENT LLC 125.1K +125.1K (+100.0%) 3.57M +3.6M (+100.0%) 0.32% +0.318 pp 0.29% +0.293 pp USD28.53 +0.0% 1 qtrs NEW
37 PRELUDE CAPITAL MANAGEMENT, LLC 116.5K +15.4K (+15.2%) 3.32M +713.2K (+27.3%) 0.30% +0.038 pp 0.24% +0.041 pp USD26.18 +9.0% 2 qtrs
38 PUBLIC SECTOR PENSION INVESTMENT BOARD 110.7K -13.9K (-11.2%) 3.16M -60.0K (-1.9%) 0.28% -0.038 pp 0.01% -0.001 pp USD23.05 +23.8% 33 qtrs
39 NUVEEN, LLC 110.6K +30.2K (+37.6%) 3.16M +1.1M (+52.1%) 0.28% +0.076 pp 0.00% +0.000 pp USD22.60 +26.2% 4 qtrs
40 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 107.6K -555.0 (-0.5%) 3.07M +277.4K (+9.9%) 0.27% -0.004 pp 0.03% +0.003 pp USD30.13 -5.3% 31 qtrs
41 LISANTI CAPITAL GROWTH, LLC 105.5K +105.5K (+100.0%) 3.01M +3.0M (+100.0%) 0.27% +0.267 pp 0.71% +0.713 pp USD28.53 +0.0% 1 qtrs NEW
42 BRIDGE CITY CAPITAL, LLC 102.3K -14.5K (-12.4%) 2.92M -97.3K (-3.2%) 0.26% -0.040 pp 0.86% +0.053 pp USD21.08 +35.3% 4 qtrs
43 RHUMBLINE ADVISERS 82.5K -4.4K (-5.1%) 2.35M +108.8K (+4.8%) 0.21% -0.012 pp 0.00% +0.000 pp USD20.22 +41.1% 51 qtrs
44 LEGAL & GENERAL GROUP PLC 81.4K -5.5K (-6.3%) 2.32M +78.2K (+3.5%) 0.21% -0.016 pp 0.00% +0.000 pp USD21.53 +32.5% 46 qtrs
45 WELLS FARGO & COMPANY/MN 80.7K +15.1K (+22.9%) 2.30M +607.4K (+35.8%) 0.21% +0.038 pp 0.00% +0.000 pp USD24.35 +17.2% 56 qtrs
46 BANK OF AMERICA CORP /DE/ 79.9K +3.6K (+4.7%) 2.28M +309.8K (+15.7%) 0.20% +0.008 pp 0.00% +0.000 pp USD27.28 +4.6% 52 qtrs
47 TWO SIGMA INVESTMENTS, LP 65.0K +54.2K (+504.1%) 1.85M +1.6M (+567.5%) 0.17% +0.138 pp 0.00% +0.002 pp USD28.08 +1.6% 2 qtrs
48 UBS GROUP AG 63.1K -36.6K (-36.7%) 1.80M -772.9K (-30.0%) 0.16% -0.094 pp 0.00% 0.000 pp USD27.01 +5.6% 45 qtrs
49 DEUTSCHE BANK AG\ 62.8K +99.0 (+0.2%) 1.79M +172.7K (+10.7%) 0.16% -0.001 pp 0.00% +0.000 pp USD31.60 -9.7% 50 qtrs
50 SWISS NATIONAL BANK 62.4K +2.3K (+3.8%) 1.78M +228.5K (+14.7%) 0.16% +0.005 pp 0.00% +0.000 pp USD19.62 +45.4% 51 qtrs
51 AMERIPRISE FINANCIAL INC 58.8K -4.4K (-7.0%) 1.68M +45.8K (+2.8%) 0.15% -0.013 pp 0.00% +0.000 pp USD19.16 +48.9% 33 qtrs
52 UBS ASSET MANAGEMENT AMERICAS INC 57.9K +8.9K (+18.2%) 1.65M +387.0K (+30.6%) 0.15% +0.022 pp 0.00% +0.000 pp USD27.40 +4.1% 35 qtrs
53 BOOTHBAY FUND MANAGEMENT, LLC 55.4K -2.0K (-3.5%) 1.58M +98.3K (+6.6%) 0.14% -0.007 pp 0.02% +0.002 pp USD25.82 +10.5% 2 qtrs
54 DANA INVESTMENT ADVISORS, INC. 55.3K -30.1K (-35.3%) 1.58M -627.8K (-28.5%) 0.14% -0.078 pp 0.05% -0.019 pp USD28.78 -0.9% 9 qtrs
55 DARK FOREST CAPITAL MANAGEMENT LP 55.1K +3.7K (+7.2%) 1.57M +245.3K (+18.5%) 0.14% +0.008 pp 0.07% +0.032 pp USD22.10 +29.1% 5 qtrs
56 LEGATO CAPITAL MANAGEMENT LLC 53.5K +26.3K (+96.4%) 1.53M +823.3K (+117.0%) 0.14% +0.066 pp 0.13% +0.055 pp USD24.78 +15.1% 4 qtrs
57 ACADIAN ASSET MANAGEMENT LLC 53.2K -36.5K (-40.7%) 1.51M -799.0K (-34.6%) 0.13% -0.094 pp 0.00% -0.002 pp USD21.87 +30.5% 12 qtrs
58 VOYA INVESTMENT MANAGEMENT LLC 52.8K +934.0 (+1.8%) 1.51M +167.3K (+12.5%) 0.13% +0.001 pp 0.00% +0.000 pp USD23.28 +22.6% 51 qtrs
59 BARCLAYS PLC 50.6K -4.9K (-8.9%) 1.44M -314.8K (-17.9%) 0.13% -0.013 pp 0.00% 0.000 pp USD27.97 +2.0% 39 qtrs
60 JANE STREET GROUP, LLC 49.2K +33.4K (+212.2%) 1.40M +995.9K (+244.9%) 0.13% +0.085 pp 0.00% +0.000 pp USD27.66 +3.1% 13 qtrs
61 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 48.6K -59.3K (-55.0%) 1.39M -1.4M (-50.3%) 0.12% -0.153 pp 0.00% -0.001 pp USD23.33 +22.3% 4 qtrs
62 RAYMOND JAMES FINANCIAL INC 48.5K +14.8K (+43.7%) 1.39M +513.0K (+58.8%) 0.12% +0.037 pp 0.00% +0.000 pp USD24.09 +18.4% 5 qtrs
63 AQR CAPITAL MANAGEMENT LLC 46.2K -19.6K (-29.7%) 1.32M -379.7K (-22.4%) 0.12% -0.051 pp 0.00% 0.000 pp USD29.05 -1.8% 26 qtrs
64 ALLIANCEBERNSTEIN L.P. 43.8K +10.4K (+31.2%) 1.25M +387.2K (+44.9%) 0.11% +0.026 pp 0.00% +0.000 pp USD25.41 +12.3% 61 qtrs
65 SEI INVESTMENTS CO 42.2K +42.2K (+100.0%) 1.20M +1.2M (+100.0%) 0.11% +0.107 pp 0.00% +0.001 pp USD28.53 +0.0% 1 qtrs NEW
66 ENVESTNET ASSET MANAGEMENT INC 42.1K -4.2K (-9.0%) 1.20M +6.9K (+0.6%) 0.11% -0.011 pp 0.00% +0.000 pp USD29.89 -4.6% 9 qtrs
67 FISHER ASSET MANAGEMENT, LLC 40.6K +2.5K (+6.6%) 1.16M +175.0K (+17.8%) 0.10% +0.006 pp 0.00% +0.000 pp USD22.70 +25.7% 15 qtrs
68 CITADEL ADVISORS LLC 39.9K +2.6K (+6.9%) 1.14M +174.3K (+18.1%) 0.10% +0.006 pp 0.00% +0.000 pp USD22.98 +24.2% 35 qtrs
69 CREATIVE PLANNING 37.6K -1.4K (-3.5%) 1.07M +66.8K (+6.6%) 0.10% -0.004 pp 0.00% +0.000 pp USD23.00 +24.0% 6 qtrs
70 VERITION FUND MANAGEMENT LLC 37.5K +23.6K (+169.9%) 1.07M +711.8K (+198.2%) 0.10% +0.059 pp 0.00% +0.003 pp USD30.12 -5.3% 7 qtrs
71 VICTORY CAPITAL MANAGEMENT INC 36.3K -1.3K (-3.5%) 1.04M +64.8K (+6.7%) 0.09% -0.004 pp 0.00% +0.000 pp USD23.18 +23.1% 19 qtrs
72 NEW YORK STATE COMMON RETIREMENT FUND 35.4K +— (+0.0%) 1.01M +96.0K (+10.5%) 0.09% -0.001 pp 0.00% +0.000 pp USD20.44 +39.6% 43 qtrs
73 CENTERBOOK PARTNERS LP 34.5K -142.0K (-80.5%) 983.6K -3.6M (-78.4%) 0.09% -0.364 pp 0.05% -0.177 pp USD22.47 +27.0% 16 qtrs
74 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 32.2K +809.0 (+2.6%) 919.5K +108.2K (+13.3%) 0.08% +0.002 pp 0.03% 0.000 pp USD19.35 +47.4% 4 qtrs
75 WILLIAMS JONES WEALTH MANAGEMENT, LLC. 32.0K +— (+0.0%) 913.0K +86.7K (+10.5%) 0.08% 0.000 pp 0.01% +0.001 pp USD21.51 +32.6% 15 qtrs
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 30.9K +2.2K (+7.8%) 882.9K +141.3K (+19.1%) 0.08% +0.005 pp 0.00% +0.000 pp USD17.04 +67.4% 52 qtrs
77 TWO SIGMA ADVISERS, LP 30.9K +30.9K (+100.0%) 881.6K +881.6K (+100.0%) 0.08% +0.079 pp 0.00% +0.002 pp USD28.53 +0.0% 1 qtrs NEW
78 PRUDENTIAL FINANCIAL INC 30.5K -2.5K (-7.5%) 869.9K +18.4K (+2.2%) 0.08% -0.007 pp 0.00% +0.000 pp USD25.58 +11.5% 33 qtrs
79 GSA CAPITAL PARTNERS LLP 26.8K -40.4K (-60.1%) 763.0K -970.0K (-56.0%) 0.07% -0.104 pp 0.07% -0.079 pp USD25.82 +10.5% 15 qtrs
80 GREAT WEST LIFE ASSURANCE CO /CAN/ 25.0K -15.2K (-37.8%) 714.0K -336.0K (-32.0%) 0.06% -0.039 pp 0.00% 0.000 pp USD25.90 +10.2% 43 qtrs
81 THRIVENT FINANCIAL FOR LUTHERANS 22.0K -1.1K (-4.7%) 627.0K +31.0K (+5.2%) 0.06% -0.003 pp 0.00% 0.000 pp USD31.02 -8.0% 33 qtrs
82 ASSENAGON ASSET MANAGEMENT S.A. 21.3K +826.0 (+4.0%) 608.5K +79.1K (+14.9%) 0.05% +0.002 pp 0.00% +0.000 pp USD34.41 -17.1% 23 qtrs
83 M&T BANK CORP 20.2K +4.5K (+28.8%) 575.1K +171.0K (+42.3%) 0.05% +0.011 pp 0.00% +0.001 pp USD20.98 +36.0% 47 qtrs
84 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 20.0K +— (+0.0%) 570.6K +54.2K (+10.5%) 0.05% -0.001 pp 0.05% -0.001 pp USD25.82 +10.5% 2 qtrs
85 PENN CAPITAL MANAGEMENT COMPANY, LLC 20.0K -97.5K (-83.0%) 569.9K -2.5M (-81.2%) 0.05% -0.250 pp 0.05% -0.188 pp USD19.39 +47.1% 4 qtrs
86 FEDERATED HERMES, INC. 19.3K +19.3K (+100.0%) 550.6K +550.6K (+100.0%) 0.05% +0.049 pp 0.00% +0.001 pp USD28.53 +0.0% 4 qtrs
87 PRICE T ROWE ASSOCIATES INC /MD/ 19.2K +2.3K (+13.8%) 547.0K +112.0K (+25.7%) 0.05% +0.006 pp 0.00% +0.000 pp USD32.23 -11.5% 12 qtrs
88 SG AMERICAS SECURITIES, LLC 19.0K +5.0K (+36.1%) 541.0K +181.0K (+50.3%) 0.05% +0.012 pp 0.00% -0.001 pp USD26.54 +7.5% 7 qtrs
89 METLIFE INVESTMENT MANAGEMENT, LLC 18.7K +— (+0.0%) 533.3K +50.7K (+10.5%) 0.05% 0.000 pp 0.00% +0.000 pp USD18.56 +53.7% 33 qtrs
90 QUANTINNO CAPITAL MANAGEMENT LP 18.4K +3.9K (+27.0%) 526.0K +151.3K (+40.4%) 0.05% +0.010 pp 0.00% +0.000 pp USD23.79 +19.9% 3 qtrs
91 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16.0K -43.0 (-0.3%) 515.4K +106.6K (+26.1%) 0.04% -0.001 pp 0.00% +0.000 pp USD28.47 +0.2% 10 qtrs
92 CVA FAMILY OFFICE, LLC 17.8K +17.8K (+100.0%) 507.1K +507.1K (+100.0%) 0.05% +0.045 pp 0.06% +0.058 pp USD28.53 +0.0% 1 qtrs NEW
93 STATE OF ALASKA, DEPARTMENT OF REVENUE 17.6K +188.0 (+1.1%) 501.0K +53.0K (+11.8%) 0.04% +0.000 pp 0.01% +0.001 pp USD15.35 +85.9% 33 qtrs
94 INSPIRE INVESTING, LLC 16.3K -1.5K (-8.5%) 464.2K +4.9K (+1.1%) 0.04% -0.004 pp 0.04% -0.003 pp USD29.18 -2.2% 10 qtrs
95 NATIXIS ADVISORS, L.P. 16.1K +3.4K (+26.4%) 458.0K +130.0K (+39.6%) 0.04% +0.008 pp 0.00% +0.000 pp USD23.12 +23.4% 3 qtrs
96 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15.7K -5.7K (-26.5%) 448.0K -103.5K (-18.8%) 0.04% -0.015 pp 0.00% +0.000 pp USD23.57 +21.0% 22 qtrs
97 AMUNDI 15.5K +15.5K (+100.0%) 441.2K +441.2K (+100.0%) 0.04% +0.039 pp 0.00% +0.000 pp USD28.53 +0.0% 6 qtrs
98 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 14.8K -169.0 (-1.1%) 422.3K +35.8K (+9.2%) 0.04% -0.001 pp 0.00% +0.000 pp USD34.58 -17.5% 7 qtrs
99 LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 14.7K +— (+0.0%) 419.4K +39.8K (+10.5%) 0.04% 0.000 pp 0.01% +0.001 pp USD22.55 +26.5% 22 qtrs
100 ILLINOIS MUNICIPAL RETIREMENT FUND 14.7K +14.7K (+100.0%) 418.5K +418.5K (+100.0%) 0.04% +0.037 pp 0.01% +0.005 pp USD28.53 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
Shares disposed
5.1K
Cash buys
Cash sales
Net activity
-5,070
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
2026-01-01 Strojwas Andrzej Officer F-InKind D Common Stock 2,762 28.53 78.8K 89,204 D
2026-01-01 Raza Adnan Officer F-InKind D Common Stock 5,498 28.53 156.9K 71,010 D
2025-12-09 MICHAELS KIMON Director / Officer G-Gift D Common Stock 5,070 0.00 1,542,072 I
2025-08-01 Strojwas Andrzej Officer A-Award A Common Stock 8,000 0.00 91,966 D
2025-08-01 Raza Adnan Officer A-Award A Common Stock 35,000 0.00 76,508 D
2025-07-01 Zhang Shuo Director A-Award A Common Stock 7,429 0.00 22,192 D
2025-07-01 Strojwas Andrzej Officer F-InKind D Common Stock 2,497 21.87 54.6K 83,613 D
2025-07-01 Raza Adnan Officer F-InKind D Common Stock 4,921 21.87 107.6K 63,880 D
2025-07-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 798 21.87 17.5K 28,298 I
2025-07-01 Li Ye Jane Director A-Award A Common Stock 7,429 0.00 23,943 D
2025-07-01 GUSTAFSON MICHAEL B Director A-Award A Common Stock 7,429 0.00 37,503 D
2025-07-01 Erba Nancy Director A-Award A Common Stock 7,429 0.00 27,383 D
2025-07-01 CHAN CHI-FOON Director A-Award A Common Stock 7,429 0.00 21,479 D
2025-07-01 BRONSON JOSEPH R Director A-Award A Common Stock 7,429 0.00 38,267 D
2025-05-13 GUSTAFSON MICHAEL B Director P-Purchase A Common Stock 7,500 19.45 145.9K 30,074 D
2025-02-25 KIBARIAN JOHN KACHIG Director / Officer P-Purchase A Common Stock 15,644 22.11 345.9K 2,522,756 I
2025-02-24 KIBARIAN JOHN KACHIG Director / Officer P-Purchase A Common Stock 34,356 22.80 783.3K 2,507,112 I
2025-02-24 GUSTAFSON MICHAEL B Director P-Purchase A Common Stock 4,000 23.06 92.2K 22,574 D
2025-01-01 Strojwas Andrzej Officer F-InKind D Common Stock 2,833 0.00 85,631 D
2025-01-01 Raza Adnan Officer F-InKind D Common Stock 5,258 0.00 68,013 D
2025-01-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 870 0.00 33,394 I
2024-12-31 MICHAELS KIMON Director / Officer Common Stock 0 0.00 33,394 I
2024-12-17 Strojwas Andrzej Officer S-Sale D Common Stock 245 31.17 7.6K 94,472 D
2024-12-16 Strojwas Andrzej Officer S-Sale D Common Stock 5,030 30.85 155.2K 94,717 D
2024-12-11 Erba Nancy Director S-Sale D Common Stock 2,000 30.81 61.6K 13,739 I
2024-08-01 Strojwas Andrzej Officer F-InKind D Common Stock 357 33.13 11.8K 99,747
2024-08-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 22 33.13 728.86 34,264
2024-07-01 Zhang Shuo Director A-Award A Common Stock 4,382 0.00 14,763
2024-07-01 Strojwas Andrzej Officer F-InKind D Common Stock 2,680 35.74 95.8K 99,600
2024-07-01 Raza Adnan Officer A-Award A Common Stock 30,000 0.00 78,218
2024-07-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 657 35.74 23.5K 34,286
2024-07-01 Li Ye Jane Director A-Award A Common Stock 4,382 0.00 16,514
2024-07-01 GUSTAFSON MICHAEL B Director A-Award A Common Stock 4,382 0.00 18,574
2024-07-01 Erba Nancy Director A-Award A Common Stock 4,382 0.00 19,954
2024-07-01 CHAN CHI-FOON Director A-Award A Common Stock 4,382 0.00 14,050
2024-07-01 BRONSON JOSEPH R Director A-Award A Common Stock 4,382 0.00 30,838
2024-06-03 Zhang Shuo Director S-Sale D Common Stock 5,500 34.66 190.6K 10,381
2024-05-17 Raza Adnan Officer S-Sale D Common Stock 9,647 33.95 327.5K 48,218
2024-05-16 Raza Adnan Officer S-Sale D Common Stock 16,504 33.82 558.2K 57,865
2024-05-15 Raza Adnan Officer S-Sale D Common Stock 1,343 34.52 46.4K 74,369
2024-02-26 Li Ye Jane Director S-Sale D Common Stock 9,653 33.27 321.2K 12,132
2024-02-23 Li Ye Jane Director S-Sale D Common Stock 1,531 34.00 52.1K 21,785
2024-02-21 BRONSON JOSEPH R Director S-Sale D Common Stock 15,000 34.63 519.5K 26,456
2024-02-01 Strojwas Andrzej Officer F-InKind D Common Stock 357 31.69 11.3K 92,280
2024-02-01 Raza Adnan Officer F-InKind D Common Stock 5,353 31.69 169.6K 75,712
2024-01-01 Strojwas Andrzej Officer F-InKind D Common Stock 2,409 32.14 77.4K 92,380
2024-01-01 Raza Adnan Officer F-InKind D Common Stock 3,839 32.14 123.4K 80,520
2024-01-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 745 32.14 23.9K 32,568
2024-01-01 CHAN CHI-FOON Director A-Award A Common Stock 9,668 0.00 9,668
2023-12-14 CHAN CHI-FOON 0 0.00 0
2023-12-13 GUSTAFSON MICHAEL B Director S-Sale D Common Stock 4,883 30.86 150.7K 14,192
2023-12-12 GUSTAFSON MICHAEL B Director S-Sale D Common Stock 867 31.29 27.1K 19,075
2023-12-05 MICHAELS KIMON Director / Officer G-Gift D Common Stock 1,653 0.00 1,555,642
2023-11-29 Erba Nancy Director S-Sale D Common Stock 1,800 30.57 55.0K 15,739
2023-11-27 MICHAELS KIMON Director / Officer G-Gift D Common Stock 1,653 0.00 1,557,295
2023-11-16 MICHAELS KIMON Director / Officer G-Gift D Common Stock 4,875 0.00 1,558,948
2023-08-18 Zhang Shuo Director S-Sale D Common Stock 3,047 33.75 102.8K 15,881
2023-08-01 Strojwas Andrzej Officer F-InKind D Common Stock 357 45.83 16.4K 94,789
2023-08-01 Raza Adnan Officer F-InKind D Common Stock 7,438 45.83 340.9K 84,359
2023-08-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 22 45.83 1.0K 33,313
2023-07-01 Zhang Shuo Director A-Award A Common Stock 3,354 0.00 18,928
2023-07-01 Strojwas Andrzej Officer A-Award A Common Stock 10,000 0.00 96,139
2023-07-01 Raza Adnan Officer F-InKind D Common Stock 3,376 45.10 152.3K 91,624
2023-07-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 597 45.10 26.9K 33,335
2023-07-01 Li Ye Jane Director A-Award A Common Stock 3,354 0.00 23,316
2023-07-01 GUSTAFSON MICHAEL B Director A-Award A Common Stock 3,354 0.00 19,942
2023-07-01 Erba Nancy Director A-Award A Common Stock 3,354 0.00 33,111
2023-07-01 BRONSON JOSEPH R Director A-Award A Common Stock 3,354 0.00 41,456
2023-05-30 Strojwas Andrzej Officer G-Gift D Common Stock 1,000 0.00 86,139
2023-03-08 Strojwas Andrzej S-Sale D Common Stock 2,520 38.45 96.9K 87,139
2023-03-03 Raza Adnan Officer A-Award A Common Stock 20,000 0.00 95,000
2023-02-28 GUSTAFSON MICHAEL B S-Sale D Common Stock 13,316 37.26 496.2K 16,588
2023-02-22 BRONSON JOSEPH R S-Sale D Common Stock 12,500 36.47 455.8K 38,102
2023-02-01 Strojwas Andrzej F-InKind D Common Stock 357 32.65 11.7K 89,659
2023-02-01 Raza Adnan F-InKind D Common Stock 5,188 32.65 169.4K 90,547
2023-02-01 MICHAELS KIMON F-InKind D Common Stock 25 32.65 816.25 31,432
2023-01-01 Strojwas Andrzej Director F-InKind D Common Stock 2,424 28.52 69.1K 90,960
2023-01-01 Raza Adnan Director F-InKind D Common Stock 2,928 28.52 83.5K 94,572
2023-01-01 MICHAELS KIMON Director F-InKind D Common Stock 712 28.52 20.3K 129,083
2022-12-31 Strojwas Andrzej 0 0.00 0
2022-11-30 Strojwas Andrzej Director S-Sale D Common Stock 19,926 31.00 617.6K 93,384
2022-11-29 Raza Adnan Director S-Sale D Common Stock 9,224 30.13 277.9K 97,500
2022-11-25 Raza Adnan Director S-Sale D Common Stock 3,000 30.50 91.5K 106,724
2022-11-16 Zhang Shuo Director S-Sale D Common Stock 2,000 29.84 59.7K 15,574
2022-11-16 GUSTAFSON MICHAEL B Director S-Sale D Common Stock 2,500 30.05 75.1K 29,904
2022-11-15 GUSTAFSON MICHAEL B Director S-Sale D Common Stock 2,500 29.79 74.5K 32,404
2022-11-01 Strojwas Andrzej Director F-InKind D Common Stock 499 24.22 12.1K 113,310
2022-08-01 Strojwas Andrzej Director F-InKind D Common Stock 344 27.08 9.3K 113,809
2022-08-01 Raza Adnan Director F-InKind D Common Stock 5,460 27.08 147.9K 109,724
2022-08-01 MICHAELS KIMON Director F-InKind D Common Stock 22 27.08 595.76 129,795
2022-07-01 Zhang Shuo Director A-Award A Common Stock 7,212 0.00 17,574
2022-07-01 Strojwas Andrzej Director A-Award A Common Stock 10,000 0.00 114,751
2022-07-01 Raza Adnan Director F-InKind D Common Stock 1,297 20.75 26.9K 114,953
2022-07-01 MICHAELS KIMON Director F-InKind D Common Stock 388 20.75 8.1K 129,817
2022-07-01 Li Ye Jane Director A-Award A Common Stock 7,212 0.00 19,962
2022-07-01 Iansiti Marco Director A-Award A Common Stock 7,212 0.00 39,465
2022-07-01 GUSTAFSON MICHAEL B Director A-Award A Common Stock 7,212 0.00 34,904
2022-07-01 Erba Nancy Director A-Award A Common Stock 7,212 0.00 29,757
2022-07-01 BRONSON JOSEPH R Director A-Award A Common Stock 7,212 0.00 50,602
2022-06-15 Raza Adnan Officer S-Sale D Common Stock 10,000 20.62 206.2K 100,637
2022-06-14 Raza Adnan Director S-Sale D Common Stock 14,387 19.90 286.3K 86,250
2022-06-13 Raza Adnan Officer S-Sale D Common Stock 3,990 21.02 83.9K 125,637
2022-06-09 Raza Adnan Director S-Sale D Common Stock 2,166 23.47 50.8K 129,627
2022-05-01 Strojwas Andrzej Director F-InKind D Common Stock 481 23.25 11.2K 104,751
2022-03-15 Zhang Shuo Director S-Sale D Common Stock 11,017 25.50 280.9K 10,362
2022-02-23 MICHAELS KIMON M-Exempt A Common Stock 15,000 8.79 131.9K 134,055
2022-02-01 Strojwas Andrzej F-InKind D Common Stock 410 29.73 12.2K 105,232
2022-02-01 Raza Adnan F-InKind D Common Stock 5,179 29.73 154.0K 131,793
2022-02-01 MICHAELS KIMON F-InKind D Common Stock 25 29.73 743.25 118,155
2022-01-01 Strojwas Andrzej F-InKind D Common Stock 820 31.79 26.1K 104,506
2022-01-01 Raza Adnan F-InKind D Common Stock 1,537 31.79 48.9K 135,679
2022-01-01 MICHAELS KIMON F-InKind D Common Stock 459 31.79 14.6K 118,180
2021-12-09 Strojwas Andrzej A-Award A Common Stock 30,000 0.00 105,326
2021-12-01 Strojwas Andrzej D Common Stock 0 0.00 75,326
2021-12-01 Li Ye Jane A-Award A Common Stock 12,750 0.00 12,750
2021-11-12 GUSTAFSON MICHAEL B S-Sale D Common Stock 3,000 33.00 99.0K 27,692
2021-11-03 Li Ye Jane 0 0.00 0
2021-08-01 Raza Adnan F-InKind D Common Stock 5,188 18.71 97.1K 137,216
2021-08-01 MICHAELS KIMON F-InKind D Common Stock 21 18.71 392.91 118,639
2021-07-01 Zhang Shuo Director A-Award A Common Stock 4,688 0.00 21,379
2021-07-01 Raza Adnan Officer A-Award A Common Stock 30,000 0.00 141,405
2021-07-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 82 18.14 1.5K 118,660
2021-07-01 Iansiti Marco Director A-Award A Common Stock 4,688 0.00 32,253
2021-07-01 GUSTAFSON MICHAEL B Director A-Award A Common Stock 4,688 0.00 30,692
2021-07-01 Erba Nancy Director A-Award A Common Stock 4,688 0.00 22,545
2021-07-01 BRONSON JOSEPH R Director A-Award A Common Stock 4,688 0.00 43,390
2021-03-08 MICHAELS KIMON Officer M-Exempt D Stock Option (right to buy) 7,500 6.21 46.6K 0
2021-02-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 25 20.00 500.00 104,244
2021-01-01 MICHAELS KIMON Officer F-InKind D Common Stock 100 21.60 2.2K 104,269
2020-12-31 Raza Adnan Officer F-InKind D Common Stock 10,374 21.60 224.1K 110,818
2020-11-20 Yin Gerald Zheyao Director S-Sale D Common Stock 8,678 21.18 183.8K 11,023
2020-08-01 Zhang Shuo Director A-Award A Common Stock 4,688 0.00 16,691
2020-08-01 Yin Gerald Zheyao Director A-Award A Common Stock 4,688 0.00 19,701
2020-08-01 MICHAELS KIMON Director / Officer A-Award A Common Stock 484 0.00 105,269
2020-08-01 Iansiti Marco Director A-Award A Common Stock 4,688 0.00 27,565
2020-08-01 GUSTAFSON MICHAEL B Director A-Award A Common Stock 4,688 0.00 26,004
2020-08-01 BRONSON JOSEPH R Director A-Award A Common Stock 4,688 0.00 38,702
2020-07-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 100 19.21 1.9K 104,785
2020-03-11 Raza Adnan Officer D Common Stock 0 0.00 120,000
2020-02-01 CHRISTINE RUSSELL Officer F-InKind D Common Stock 3,859 15.76 60.8K 69,225
2020-01-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 100 16.89 1.7K 104,885
2019-11-06 GUSTAFSON MICHAEL B Director S-Sale D Common Stock 2,214 15.75 34.9K 21,316
2019-11-05 GUSTAFSON MICHAEL B Director S-Sale D Common Stock 386 15.97 6.2K 23,530
2019-09-10 MICHAELS KIMON Director / Officer M-Exempt A Common Stock 32,000 4.01 128.3K 123,081
2019-08-01 Zhang Shuo Director 0 0.00 0
2019-08-01 CHRISTINE RUSSELL Officer F-InKind D Common Stock 6,916 13.41 92.7K 73,084
2019-07-01 Yin Gerald Zheyao Director A-Award A Common Stock 4,688 0.00 15,013
2019-07-01 MICHAELS KIMON Director / Officer A-Award A Common Stock 1,944 0.00 91,081
2019-07-01 Iansiti Marco Director A-Award A Common Stock 4,688 0.00 22,877
2019-07-01 GUSTAFSON MICHAEL B Director A-Award A Common Stock 4,688 0.00 23,916
2019-07-01 Erba Nancy Director A-Award A Common Stock 13,169 0.00 13,169
2019-07-01 BRONSON JOSEPH R Director A-Award A Common Stock 4,688 0.00 34,014
2019-06-13 GUSTAFSON MICHAEL B Director S-Sale D Common Stock 1,000 12.95 12.9K 19,228
2019-06-03 Erba Nancy Director 0 0.00 0
2019-06-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 38 12.15 461.70 89,137
2018-12-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 38 9.25 351.50 89,175
2018-11-01 Iansiti Marco Director A-Award A Common Stock 4,688 0.00 18,189
2018-11-01 GUSTAFSON MICHAEL B Director A-Award A Common Stock 20,228 0.00 20,228
2018-11-01 BRONSON JOSEPH R Director A-Award A Common Stock 4,688 0.00 29,326
2018-08-25 GUSTAFSON MICHAEL B Director 0 0.00 0
2018-08-10 CHRISTINE RUSSELL Officer D Common Stock 0 0.00 80,000
2018-08-01 Yin Gerald Zheyao Director A-Award A Common Stock 10,325 0.00 10,325
2018-07-01 WALKER GREGORY C Officer F-InKind D Common Stock 407 11.98 4.9K 21,468
2018-06-01 WALKER GREGORY C Officer F-InKind D Common Stock 1,330 13.07 17.4K 21,875
2018-06-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 38 13.07 496.66 89,213
2018-06-01 HARTGRING CORNELIS Officer F-InKind D Common Stock 2,303 13.07 30.1K 46,840
2018-05-29 Yin Gerald Zheyao Director 0 0.00 0
2018-01-01 WALKER GREGORY C Officer F-InKind D Common Stock 206 15.70 3.2K 21,707
2018-01-01 HARTGRING CORNELIS Officer F-InKind D Common Stock 549 15.70 8.6K 47,583
2017-12-01 WALKER GREGORY C Officer F-InKind D Common Stock 659 16.93 11.2K 21,913
2017-12-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 41 16.93 694.13 89,251
2017-12-01 HARTGRING CORNELIS Officer F-InKind D Common Stock 1,434 16.93 24.3K 48,132
2017-08-18 LANZA LUCIO Director S-Sale D Common Stock 60,000 15.00 900.2K 318,967
2017-07-01 WALKER GREGORY C Officer F-InKind D Common Stock 442 16.45 7.3K 21,658
2017-07-01 HARTGRING CORNELIS Officer F-InKind D Common Stock 823 16.45 13.5K 48,714
2017-06-09 LANZA LUCIO Director M-Exempt A Common Stock 45,000 4.82 216.9K 423,967
2017-06-01 WALKER GREGORY C Officer A-Award A Common Stock 5,513 0.00 24,024
2017-06-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 41 16.50 676.50 89,292
2017-06-01 LANZA LUCIO Director A-Award A Common Stock 13,344 0.00 378,967
2017-06-01 Kim KwangH Officer A-Award A Common Stock 4,463 0.00 4,463
2017-06-01 Iansiti Marco Director A-Award A Common Stock 5,719 0.00 13,501
2017-06-01 HARTGRING CORNELIS Officer A-Award A Common Stock 23,638 0.00 51,819
2017-06-01 BRONSON JOSEPH R Director A-Award A Common Stock 5,719 0.00 24,638
2017-05-25 LANZA LUCIO Director M-Exempt A Common Stock 45,000 2.30 103.5K 365,623
2017-05-24 LANZA LUCIO Director M-Exempt A Common Stock 30,000 10.35 310.5K 350,623
2017-05-18 LANZA LUCIO Director M-Exempt A Common Stock 15,000 10.43 156.5K 335,623
2017-05-01 WALKER GREGORY C Officer F-InKind D Common Stock 320 17.58 5.6K 18,511
2017-05-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 163 17.58 2.9K 89,333
2017-05-01 HARTGRING CORNELIS Officer F-InKind D Common Stock 327 17.58 5.7K 28,181
2017-02-17 HARTGRING CORNELIS Officer S-Sale D Common Stock 981 22.13 21.7K 28,508
2017-02-16 HARTGRING CORNELIS Officer M-Exempt A Common Stock 10,855 0.00 47,441
2017-01-01 WALKER GREGORY C Officer F-InKind D Common Stock 205 22.55 4.6K 13,108
2017-01-01 HARTGRING CORNELIS Officer F-InKind D Common Stock 548 22.55 12.4K 35,025
2016-12-06 Kim KwangH Officer S-Sale D Common Stock 6,000 21.91 131.5K 0
2016-12-01 WALKER GREGORY C Officer F-InKind D Common Stock 659 21.95 14.5K 13,313
2016-12-01 MICHAELS KIMON Director / Officer F-InKind D Common Stock 41 21.95 899.95 89,496
2016-12-01 Kim KwangH Officer S-Sale D Common Stock 6,000 23.00 138.0K 6,000
2016-12-01 Iansiti Marco Director A-Award A Common Stock 7,782 0.00 7,782
2016-12-01 HARTGRING CORNELIS Officer F-InKind D Common Stock 706 21.95 15.5K 35,573
2016-11-28 Iansiti Marco Director 0 0.00 0

Executive team

Top executives
EBIT / Employee
13.3K
Shares Outstanding
39.89M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2005 Cornelis D. Hartgring VP and GM, Manufacturing Process Solutions 180.0K 90.0K 269.7K 585.00 575.3K 46.88%
2 2005 David A. Joseph Chief Strategy Officer 235.0K 90.0K 192.6K 621.00 543.2K 35.46%
3 2005 P. Steven Melman Vice President, Investor Relations and Strategic Initiatives 200.0K 60.0K 613.00 512.0K 0.00%
4 2005 Zia Malik Vice President, World Wide Sales 180.0K 115.6K 579.00 411.2K 28.11%
5 2005 John K. Kibarian Chief Executive Officer And President 250.0K 621.00 250.6K 0.00%
6 2004 Zia Malik Vice President, World Wide Sales 160.0K 145.6K 478.00 525.8K 27.68%
7 2004 David A. Joseph Chief Strategy Officer 225.0K 40.0K 522.00 265.5K 0.00%
8 2004 David A. Joseph Chief Strategy Officer 225.0K 40.0K 265.0K 0.00%
9 2004 John K. Kibarian Chief Executive Officer And President 250.0K 522.00 250.5K 0.00%
10 2004 John K. Kibarian Chief Executive Officer And President 250.0K 250.0K 0.00%
11 2004 James Jensen Co-Vice President, Client Services 185.0K 35.0K 220.0K 0.00%
12 2004 P. Steven Melman Vice President, Investor Relations and Strategic Initiatives 182.0K 35.0K 522.00 217.5K 0.00%
13 2004 P. Steven Melman Vice President, Investor Relations and Strategic Initiatives 182.0K 35.0K 217.0K 0.00%
14 2004 Cornelis D. Hartgring VP and GM, Manufacturing Process Solutions 175.0K 522.00 211.2K 0.00%
15 2004 Zia Malik Vice President, World Wide Sales 160.0K 160.0K 0.00%
16 2003 John K. Kibarian Chief Executive Officer And President 250.0K 319.0K 522.00 649.6K 49.12%
17 2003 Zia Malik Vice President, World Wide Sales 7.3K 405.7K 465.1K 87.24%
18 2003 David A. Joseph Chief Strategy Officer 225.0K 522.00 425.0K 0.00%
19 2003 P. Steven Melman Vice President, Investor Relations and Strategic Initiatives 182.0K 522.00 382.0K 0.00%
20 2003 John K. Kibarian Chief Executive Officer and President 250.0K 522.00 250.5K 0.00%
21 2003 James Jensen Co-Vice President, Client Services 182.5K 522.00 183.0K 0.00%
22 2003 P. Steven Melman Chief Financial Officer and Vice President, 182.0K 522.00 182.5K 0.00%
23 2003 Michael Buehler-Garcia Vice President, Marketing 158.3K 20.0K 392.00 178.7K 0.00%
24 2003 Cornelis D. Hartgring VP and GM, Manufacturing Process Solutions 175.0K 522.00 175.5K 0.00%
25 2002 David A. Joseph Chief Strategy Officer 216.3K 72.5K 477.00 289.2K 0.00%
26 2002 David A. Joseph Chief Strategy Officer 216.3K 72.5K 288.8K 0.00%
27 2002 P. Steven Melman Chief Financial Officer and Vice President, 179.0K 60.0K 477.00 239.5K 0.00%
28 2002 P. Steven Melman Vice President, Investor Relations and Strategic Initiatives 179.0K 60.0K 239.0K 0.00%
29 2002 John K. Kibarian Chief Executive Officer and President 230.0K 1.5K 231.5K 0.00%
30 2002 John K. Kibarian Chief Executive Officer and President 230.0K 230.0K 0.00%
31 2002 Kimon Michaels 163.5K 54.0K 217.5K 0.00%
32 2002 Bruce Hansen 182.4K 30.0K 212.4K 0.00%
33 2002 James Jensen Co-Vice President, Client Services 143.3K 374.00 143.7K 0.00%
34 2002 Michael Buehler-Garcia Vice President, Marketing
35 2001 David Tarpley Vice President, Worldwide Sales 100.2K 183.5K 330.00 284.1K 0.00%
36 2001 David A. Joseph Chief Strategy Officer 190.0K 50.0K 414.00 240.4K 0.00%
37 2001 John K. Kibarian Chief Executive Officer and President 170.0K 70.0K 414.00 240.4K 0.00%
38 2001 David A. Joseph Executive Vice President, Sales, Marketing and 190.0K 50.0K 414.00 240.4K 0.00%
39 2001 P.K. Mozumder Vice President, Integration Practice 170.0K 45.0K 414.00 215.4K 0.00%
40 2001 P. Steven Melman Chief Financial Officer and Vice President, 170.0K 35.0K 414.00 205.4K 0.00%
41 2001 Michael Buehler-Garcia Vice President, Marketing
42 2001 James Jensen Co-Vice President, Client Services
43 2000 David Tarpley Vice President, Worldwide Sales 100.2K 160.3K 329.00 260.9K 0.00%
44 2000 David A. Joseph Executive Vice President, Sales, Marketing and 175.0K 40.0K 371.00 215.4K 0.00%
45 2000 P.K. Mozumder Vice President, Integration Practice 160.0K 37.5K 371.00 197.9K 0.00%
46 2000 John K. Kibarian Chief Executive Officer and President 150.0K 42.0K 371.00 192.4K 0.00%
47 2000 P. Steven Melman Chief Financial Officer and Vice President, 160.0K 30.0K 371.00 190.4K 0.00%
48 1999 David Tarpley Vice President, Worldwide Sales 100.2K 104.9K 327.00 205.4K 0.00%
49 1999 P. Steven Melman Chief Financial Officer and Vice President, 150.2K 46.0K 327.00 196.6K 0.00%
50 1999 David A. Joseph Executive Vice President, Sales, Marketing and 160.2K 1.5K 327.00 162.0K 0.00%
51 1999 P.K. Mozumder Vice President, Integration Practice 150.2K 6.2K 327.00 156.8K 0.00%
52 1999 John K. Kibarian Chief Executive Officer and President 120.0K 15.0K 321.00 135.3K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-29 DEF 14A
2025-04-29 DEFA14A
2025-04-29 DEF 14A
2024-04-29 DEFA14A
2024-04-29 DEF 14A
2024-04-16 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-30 DEFA14A
2026-04-30 ARS
2026-04-29 DEF 14A
2026-04-24 8-K
2026-03-27 SC 13G/A
2026-02-24 10-K
2026-02-17 SC 13G/A
2026-02-13 SC 13G/A

Executive team

NameTitleCompensationGender
John K. Kibarian Co-Founder, President, Chief Executive Officer & Director 694.0K
Kimon W. Michaels Co-Founder, Executive Vice President of Products & Solutions and Director 643.7K
Adnan Raza Executive Vice President of Finance & Chief Financial Officer 637.4K male
Andrzej Strojwas Chief Technology Officer 547.2K
K. Mozumder Vice President of WW Sales 215.4K
Jeffrey David Vice President of AI Solutions male
Michael Yu Vice President of Sales & Operations - Asia male
Peter Cohn Secretary male
Said Akar General Manager
ESG Rating
B
SOFTWARE - APPLICATION
2017
E (Environmental)
59.3 / 66.0
Company / Sector avg.
S (Social)
67.5 / 69.5
Company / Sector avg.
G (Governance)
66.7 / 67.5
Company / Sector avg.
ESG Total
64.5 / 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)
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Dividend history

Earnings history

Earnings reports

Stock splits