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Progyny, Inc. (PGNY)

USD31.89 -0.09 (-0.28%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 1359 Broadway 10018
New York City, NY, US
CEO David J. Schlanger
IPO 2019-10-25
CIK 1551306 ISIN US74340E1038

Explore sections of this company profile

Description

Progyny, Inc. functions as a benefits management corporation, dedicated to providing specialized solutions for fertility and broader family-building initiatives to employers throughout the United States. Its core fertility offering is characterized by a distinctive benefits plan architecture, paired with personalized, white-glove member support services and access to a meticulously chosen network of top-tier fertility specialists. Additionally, the company presents Progyny Rx, an all-encompassing pharmacy benefits solution that ensures its members can readily acquire the essential medications for their treatments. Moreover, Progyny facilitates employer-sponsored reimbursement programs to support surrogacy and adoption journeys. The company, which was established in 2008 and has its main offices in New York City, previously operated as Auxogyn, Inc. before adopting the Progyny, Inc. moniker in 2015.

News Sentiment (7d)
79 Positive

3 articles

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
USD31.89 -0.09 (-0.28%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.02
Float Shares
74.96M
Free Float %
91.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+3.99% +25.00% +43.87% +11.77% -2.58% -8.68% +6.59% -35.95% -51.00% +47.11% +47.11%
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 (20 ratings, all time) Buy
Price Targets & DCF
Current price
31.89
Low 28.00 -12.2%
Consensus 30.80 -3.4%
Median 30.00 -5.9%
High 35.00 +9.8%
DCF (Unlevered) 25.46 -20.2%
DCF (Levered) 88.09 +176.2%

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

Ratings Trend (MoM) 82% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 7 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
29.00
-9.1%
Last Year 9
30.33
-4.9%
All Time 21
28.14
-11.8%
Quality scores
Altman Z-Score
7.51
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    +10.4% Q1'26: +1.4% (vs Q1'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    +14.0% Q1'26: +70.6% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    +4.8% Q1'26: +12.1% (vs Q1'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    +7.4% Q1'26: +10.8% (vs Q1'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    +25.5% Q1'26: +38.7% (vs Q1'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    -6.3% Q1'26: -5.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    0.24× Q1'26: 0.19× (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 (0.91) × ERP
WACC = 99% × Ke + 1% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 25.16 Current price: 31.89
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 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
7 EPS Ana.
Dec 2027
8 Rev. Ana.
7 EPS Ana.
Dec 2028
3 Rev. Ana.
3 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
229.68M
est: 230.77M (-0.5%)
344.86M
est: 342.45M (+0.7%)
500.62M
est: 507.85M (-1.4%)
786.91M
est: 784.27M (+0.3%)
1.09B
est: 1.13B (-3.9%)
1.17B
est: 1.15B (+1.8%)
1.29B
est: 1.28B (+0.9%)
1.38B
1.37B – 1.40B
+7.8% YoY
1.50B
1.48B – 1.52B
+8.9% YoY
1.58B
1.57B – 1.58B
+5.1% YoY
1.69B
1.66B – 1.72B
+7.3% YoY
1.68B
1.65B – 1.72B
-0.4% YoY
EBITDA
11.81M
est: 11.46M (+3.0%)
10.25M
est: 11.66M (-12.0%)
33.64M
est: 25.23M (+33.4%)
24.94M
est: 14.58M (+71.0%)
64.47M
est: 115.72M (-44.3%)
70.63M
est: 117.11M (-39.7%)
100.38M
est: 130.50M (-23.1%)
140.66M
139.64M – 143.37M
+7.8% YoY
153.19M
151.17M – 155.20M
+8.9% YoY
161.04M
160.26M – 161.81M
+5.1% YoY
172.71M
169.47M – 176.03M
+7.3% YoY
171.99M
168.77M – 175.30M
-0.4% YoY
EBIT
9.68M
est: 10.77M (-10.2%)
8.35M
est: 8.74M (-4.5%)
32.34M
est: 23.70M (+36.4%)
23.34M
est: 12.30M (+89.8%)
62.18M
est: 109.67M (-43.3%)
67.46M
est: 110.99M (-39.2%)
95.43M
est: 123.68M (-22.8%)
133.31M
132.35M – 135.88M
+7.8% YoY
145.18M
143.27M – 147.09M
+8.9% YoY
152.63M
151.89M – 153.36M
+5.1% YoY
163.69M
160.62M – 166.84M
+7.3% YoY
163.01M
159.95M – 166.14M
-0.4% YoY
Net Income
-8.57M
est: 6.79M (-226.2%)
46.46M
est: 71.52M (-35.0%)
65.77M
est: 51.22M (+28.4%)
30.36M
est: 49.29M (-38.4%)
62.04M
est: 58.83M (+5.5%)
54.34M
est: 48.91M (+11.1%)
58.52M
est: 58.96M (-0.7%)
107.64M
106.22M – 109.06M
+82.6% YoY
119.53M
116.02M – 128.39M
+11.0% YoY
152.80M
128.19M – 180.76M
+27.8% YoY
170.43M
166.27M – 174.69M
+11.5% YoY
146.72M
143.14M – 150.39M
-13.9% YoY
SGA
35.83M
est: 38.90M (-7.9%)
61.71M
est: 80.39M (-23.2%)
79.80M
est: 85.61M (-6.8%)
143.98M
est: 163.24M (-11.8%)
176.62M
est: 188.98M (-6.5%)
185.91M
est: 191.25M (-2.8%)
219.21M
est: 213.12M (+2.9%)
229.72M
228.05M – 234.13M
+7.8% YoY
250.17M
246.88M – 253.46M
+8.9% YoY
262.99M
261.73M – 264.26M
+5.1% YoY
282.06M
276.77M – 287.48M
+7.3% YoY
280.89M
275.62M – 286.29M
-0.4% YoY
EPS
-0.10
est: 0.07 (-240.6%)
0.54
est: 0.18 (+205.7%)
0.74
est: 0.54 (+37.9%)
0.33
est: 0.29 (+12.8%)
0.65
est: 0.66 (-1.1%)
0.59
est: 0.55 (+7.9%)
0.68
est: 0.66 (+3.2%)
1.20
1.19 – 1.22
+82.1% YoY
1.39
1.30 – 1.44
+15.8% YoY
1.78
1.43 – 2.02
+28.4% YoY
1.91
1.86 – 1.95
+6.8% YoY
1.64
1.60 – 1.68
-13.9% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-06 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-05 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-04 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-01 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-04-30 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-04-29 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-28 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-27 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-24 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-23 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-22 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-21 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-20 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-17 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-16 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-15 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
183.63M
OE per share TTM
2.07
Owner's Yield
11.84%
Maintenance CapEx ratio
25.66%
Maint CapEx / Avg PPE
2.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
74
Total invested
95.69M
Insider transactions (90d)
0
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 David Bonderman 20.66M 24.40% 20.66M IN Delaware 2020-02-13
2 James G. Coulter 20.66M 24.40% 20.66M IN Delaware 2020-02-13
3 TPG Group Holdings (SBS) Advisors, Inc. 20.66M 24.40% 20.66M CO Delaware 2020-02-13
4 2 15.29M 17.50% 15.29M 15.29M CO 2021-02-12
5 (1) BlackRock, Inc. 14.03M 15.50% 13.64M 14.03M HC Delaware 2024-11-08
6 Kleiner Perkins Caufield & Byers XIII, LLC (“KPCB XIII”) 11.62M 13.40% 11.62M 11.62M 11.62M 11.62M OO Delaware 2021-02-16
7 Bonderman 10.57M 11.60% 10.57M IN United States 2022-02-11
8 G. Coulter 10.57M 11.60% 10.57M IN United States 2022-02-11
9 GP A, LLC 10.57M 11.60% 10.57M OO Delaware 2022-02-11
10 Winkelried 10.57M 11.60% 10.57M IN United States 2022-02-11
11 The Vanguard Group - 23-1945930 6.48M 7.16% 121.0K 6.30M 174.8K IA Pennsylvania For 2022-02-10
12 KPCB XIII Associates, LLC 6.47M 7.20% 6.47M 6.47M 6.47M 6.47M OO Delaware 2022-02-11
13 Kleiner Perkins Caufield & Byers XIII, LLC (“KPCB XIII”) 6.47M 7.20% 6.47M 6.47M 6.47M 6.47M OO Delaware 2022-02-11
14 David J. Schlanger 5.88M 6.30% 5.88M 5.88M IN United States 2021-03-02
15 10. 5.39M 6.22% HC 2021-02-12
16 5.98% 5.18M 5.98% 5.18M 5.18M IC 2021-02-12
17 13-3017981 4.56M 5.00% 4.56M 4.56M HC New York 2022-02-14
18 Alger Group Holdings, LLC 4.52M 5.22% 4.52M 4.52M HC New York 2021-02-16
19 Merck B.V. 4.30M 5.10% 4.30M 4.30M FI The Netherlands 2020-02-11
20 Merck KGaA 4.30M 5.10% 4.30M 4.30M FI Germany 2020-02-11
21 Merck Ventures B.V. 4.30M 5.10% 4.30M 4.30M FI The Netherlands 2020-02-11
22 GlaxoSmithKline plc 2.93M 3.40% 2.93M 2.93M 2.93M CO England and Wales 2021-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
74
-242 vs prev Q
New positions
12
Closed positions
250
Increased
36
Reduced
23
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 BLACKROCK, INC. 12.96M -1.9M (-12.5%) 332.78M +13.9M (+4.4%) 15.07% -2.211 pp 0.01% +0.000 pp USD17.48 +46.9% 6 qtrs
2 VANGUARD GROUP INC 9.63M -472.8K (-4.7%) 247.39M +29.9M (+13.7%) 11.20% -0.584 pp 0.00% +0.000 pp USD34.80 -26.2% 25 qtrs
3 FMR LLC 6.57M -2.2K (0.0%) 168.64M +27.3M (+19.3%) 7.63% -0.025 pp 0.01% +0.001 pp USD21.98 +16.8% 25 qtrs
4 STATE STREET CORP 2.95M +44.6K (+1.5%) 75.84M +13.2M (+21.2%) 3.43% +0.042 pp 0.00% +0.000 pp USD43.26 -40.6% 25 qtrs
5 AMERIPRISE FINANCIAL INC 2.28M +388.2K (+20.5%) 58.50M +17.8M (+43.8%) 2.65% +0.445 pp 0.01% +0.004 pp USD23.56 +9.0% 25 qtrs
6 WELLINGTON MANAGEMENT GROUP LLP 2.24M +1.6M (+260.9%) 57.61M +44.2M (+330.7%) 2.61% +1.883 pp 0.01% +0.008 pp USD26.86 -4.4% 9 qtrs
7 CITADEL ADVISORS LLC 2.16M +1.2M (+134.4%) 55.49M +35.7M (+179.7%) 2.51% +1.437 pp 0.01% +0.005 pp USD24.27 +5.8% 25 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 1.97M +20.5K (+1.1%) 50.66M +8.6M (+20.6%) 2.29% +0.017 pp 0.00% +0.000 pp USD38.01 -32.4% 25 qtrs
9 THRIVENT FINANCIAL FOR LUTHERANS 1.90M -262.7K (-12.2%) 48.68M +2.2M (+4.8%) 2.20% -0.313 pp 0.09% -0.005 pp USD22.54 +13.9% 19 qtrs
10 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1.83M +177.5K (+10.7%) 47.10M +11.5M (+32.1%) 2.13% +0.201 pp 0.25% +0.058 pp USD24.89 +3.2% 22 qtrs
11 DIMENSIONAL FUND ADVISORS LP 1.71M +184.7K (+12.1%) 43.97M +11.1M (+33.8%) 1.99% +0.210 pp 0.01% +0.002 pp USD31.87 -19.4% 19 qtrs
12 ARROWMARK COLORADO HOLDINGS LLC 1.47M -457.1K (-23.7%) 37.86M -3.7M (-8.9%) 1.71% -0.538 pp 0.83% +0.061 pp USD22.32 +15.1% 4 qtrs
13 FRED ALGER MANAGEMENT, LLC 1.42M -289.8K (-17.0%) 36.38M -343.2K (-0.9%) 1.65% -0.343 pp 0.14% 0.000 pp USD28.38 -9.5% 25 qtrs
14 MORGAN STANLEY 1.29M +70.3K (+5.8%) 33.04M +6.9M (+26.2%) 1.50% +0.078 pp 0.00% +0.000 pp USD31.13 -17.5% 25 qtrs
15 BAILLIE GIFFORD & CO 1.26M +5.5K (+0.4%) 32.43M +5.4M (+19.9%) 1.47% +0.002 pp 0.03% +0.007 pp USD36.26 -29.2% 21 qtrs
16 BARCLAYS PLC 1.17M +466.3K (+66.0%) 30.11M +18.3M (+154.4%) 1.36% +0.540 pp 0.01% +0.004 pp USD22.23 +15.5% 16 qtrs
17 GOLDMAN SACHS GROUP INC 1.11M -431.7K (-28.0%) 28.47M -4.7M (-14.1%) 1.29% -0.507 pp 0.00% -0.001 pp USD22.00 +16.7% 24 qtrs
18 ALLIANZ ASSET MANAGEMENT GMBH 861.7K +841.4K (+4,141.8%) 22.13M +21.7M (+4,961.8%) 1.00% +0.978 pp 0.02% +0.022 pp USD25.58 +0.4% 14 qtrs
19 NUVEEN, LLC 840.1K -127.0K (-13.1%) 21.57M +760.8K (+3.7%) 0.98% -0.151 pp 0.01% +0.000 pp USD22.21 +15.6% 4 qtrs
20 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 836.7K +836.7K (+100.0%) 21.49M +21.5M (+100.0%) 0.97% +0.973 pp 0.01% +0.013 pp USD25.68 +0.0% 1 qtrs NEW
21 RENAISSANCE TECHNOLOGIES LLC 818.4K -184.1K (-18.4%) 21.02M -558.3K (-2.6%) 0.95% -0.218 pp 0.03% +0.004 pp USD21.87 +17.4% 3 qtrs
22 NORTHERN TRUST CORP 811.9K -41.6K (-4.9%) 20.85M +2.5M (+13.5%) 0.94% -0.051 pp 0.00% +0.000 pp USD42.37 -39.4% 25 qtrs
23 LOOMIS SAYLES & CO L P 775.6K +775.6K (+100.0%) 19.92M +19.9M (+100.0%) 0.90% +0.902 pp 0.02% +0.024 pp USD25.68 +0.0% 1 qtrs NEW
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 732.4K -669.0 (-0.1%) 18.81M +3.0M (+19.2%) 0.85% -0.003 pp 0.00% +0.000 pp USD38.70 -33.6% 25 qtrs
25 JPMORGAN CHASE & CO 692.6K -196.1K (-22.1%) 17.79M -1.3M (-7.0%) 0.81% -0.231 pp 0.00% +0.000 pp USD27.30 -5.9% 25 qtrs
26 RIVER ROAD ASSET MANAGEMENT, LLC 687.8K +83.9K (+13.9%) 17.66M +4.7M (+35.9%) 0.80% +0.096 pp 0.19% +0.048 pp USD18.28 +40.5% 5 qtrs
27 BANK OF AMERICA CORP /DE/ 679.4K -111.4K (-14.1%) 17.45M +429.7K (+2.5%) 0.79% -0.132 pp 0.00% +0.000 pp USD22.86 +12.3% 25 qtrs
28 DISCIPLINED GROWTH INVESTORS INC /MN 622.4K +20.6K (+3.4%) 15.98M +3.0M (+23.4%) 0.72% +0.022 pp 0.31% +0.071 pp USD29.17 -12.0% 8 qtrs
29 JUPITER ASSET MANAGEMENT LTD 620.2K +121.2K (+24.3%) 15.93M +5.2M (+48.3%) 0.72% +0.139 pp 0.13% +0.035 pp USD22.70 +13.1% 3 qtrs
30 CENTERBOOK PARTNERS LP 578.2K +153.8K (+36.2%) 14.85M +5.7M (+62.6%) 0.67% +0.177 pp 0.73% +0.274 pp USD22.61 +13.6% 5 qtrs
31 ALGERT GLOBAL LLC 517.3K -78.5K (-13.2%) 13.28M +462.0K (+3.6%) 0.60% -0.093 pp 0.21% -0.008 pp USD22.48 +14.2% 21 qtrs
32 PRINCIPAL FINANCIAL GROUP INC 476.7K -227.5K (-32.3%) 12.24M -2.9M (-19.2%) 0.55% -0.267 pp 0.01% -0.001 pp USD33.58 -23.5% 23 qtrs
33 BANK OF NEW YORK MELLON CORP 475.5K -31.6K (-6.2%) 12.21M +1.3M (+11.9%) 0.55% -0.039 pp 0.00% +0.000 pp USD48.75 -47.3% 25 qtrs
34 INVESCO LTD. 466.8K +68.5K (+17.2%) 11.99M +3.4M (+39.8%) 0.54% +0.078 pp 0.00% +0.001 pp USD28.42 -9.6% 21 qtrs
35 QUBE RESEARCH & TECHNOLOGIES LTD 464.2K +7.2K (+1.6%) 11.92M +2.1M (+21.2%) 0.54% +0.007 pp 0.01% +0.002 pp USD21.86 +17.5% 14 qtrs
36 KORNITZER CAPITAL MANAGEMENT INC /KS 427.0K +100.0 (+0.0%) 10.97M +1.8M (+19.4%) 0.50% -0.001 pp 0.23% +0.043 pp USD33.33 -23.0% 15 qtrs
37 ACADIAN ASSET MANAGEMENT LLC 401.8K -38.1K (-8.7%) 10.31M +854.0K (+9.0%) 0.47% -0.046 pp 0.02% +0.000 pp USD21.42 +19.9% 6 qtrs
38 NORGES BANK 395.9K +395.9K (+100.0%) 10.17M +10.2M (+100.0%) 0.46% +0.460 pp 0.00% +0.001 pp USD25.68 +0.0% 1 qtrs NEW
39 DIVISADERO STREET CAPITAL MANAGEMENT, LP 363.6K +363.6K (+100.0%) 9.34M +9.3M (+100.0%) 0.42% +0.423 pp 0.44% +0.437 pp USD25.68 +0.0% 1 qtrs NEW
40 VOLORIDGE INVESTMENT MANAGEMENT, LLC 340.2K -328.9K (-49.2%) 8.74M -5.7M (-39.3%) 0.40% -0.385 pp 0.03% -0.018 pp USD16.99 +51.1% 6 qtrs
41 PUBLIC SECTOR PENSION INVESTMENT BOARD 336.2K -22.0K (-6.1%) 8.63M +924.7K (+12.0%) 0.39% -0.027 pp 0.03% +0.001 pp USD19.23 +33.5% 6 qtrs
42 WOODLINE PARTNERS LP 322.9K +322.9K (+100.0%) 8.29M +8.3M (+100.0%) 0.38% +0.375 pp 0.03% +0.032 pp USD25.68 +0.0% 1 qtrs NEW
43 VOYA INVESTMENT MANAGEMENT LLC 318.2K +81.4K (+34.4%) 8.17M +3.1M (+60.3%) 0.37% +0.094 pp 0.01% +0.003 pp USD26.16 -1.8% 23 qtrs
44 FIRST TRUST ADVISORS LP 308.2K +168.5K (+120.6%) 7.91M +4.9M (+163.3%) 0.36% +0.195 pp 0.01% +0.004 pp USD24.71 +3.9% 20 qtrs
45 DUQUESNE FAMILY OFFICE LLC 295.1K +295.1K (+100.0%) 7.58M +7.6M (+100.0%) 0.34% +0.343 pp 0.17% +0.169 pp USD25.68 +0.0% 1 qtrs NEW
46 PACER ADVISORS, INC. 291.5K -93.6K (-24.3%) 7.49M -801.6K (-9.7%) 0.34% -0.110 pp 0.02% -0.002 pp USD17.02 +50.9% 19 qtrs
47 ROCKEFELLER CAPITAL MANAGEMENT L.P. 259.3K -175.7K (-40.4%) 6.66M -2.7M (-28.9%) 0.30% -0.206 pp 0.01% -0.006 pp USD29.24 -12.2% 21 qtrs
48 VICTORY CAPITAL MANAGEMENT INC 252.9K -107.3K (-29.8%) 6.49M -1.3M (-16.2%) 0.29% -0.126 pp 0.00% -0.001 pp USD23.06 +11.4% 25 qtrs
49 MAN GROUP PLC 251.2K -63.1K (-20.1%) 6.45M -312.2K (-4.6%) 0.29% -0.074 pp 0.01% -0.001 pp USD21.95 +17.0% 4 qtrs
50 FIRST SABREPOINT CAPITAL MANAGEMENT LP 250.0K -100.0K (-28.6%) 6.42M -1.1M (-14.8%) 0.29% -0.117 pp 2.48% +0.093 pp USD18.71 +37.3% 5 qtrs
51 JANUS HENDERSON GROUP PLC 247.2K +174.0K (+237.9%) 6.35M +4.8M (+303.3%) 0.29% +0.202 pp 0.00% +0.002 pp USD27.91 -8.0% 19 qtrs
52 D. E. SHAW & CO., INC. 246.9K -718.1K (-74.4%) 6.34M -14.4M (-69.5%) 0.29% -0.838 pp 0.00% -0.008 pp USD20.34 +26.3% 5 qtrs
53 LEGAL & GENERAL GROUP PLC 222.1K -14.0K (-5.9%) 5.70M +623.3K (+12.3%) 0.26% -0.017 pp 0.00% +0.000 pp USD33.60 -23.6% 25 qtrs
54 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 212.6K +60.9K (+40.2%) 5.46M +2.2M (+67.2%) 0.25% +0.070 pp 0.01% +0.004 pp USD20.07 +28.0% 5 qtrs
55 AMERICAN CENTURY COMPANIES INC 208.6K -47.1K (-18.4%) 5.36M -145.5K (-2.6%) 0.24% -0.056 pp 0.00% 0.000 pp USD23.73 +8.2% 23 qtrs
56 CAPTRUST FINANCIAL ADVISORS 207.5K -2.1K (-1.0%) 5.33M +817.5K (+18.1%) 0.24% -0.003 pp 0.01% +0.001 pp USD33.96 -24.4% 23 qtrs
57 RHUMBLINE ADVISERS 204.8K -14.7K (-6.7%) 5.26M +535.4K (+11.3%) 0.24% -0.018 pp 0.00% +0.001 pp USD44.77 -42.6% 25 qtrs
58 AQR CAPITAL MANAGEMENT LLC 203.8K -51.1K (-20.0%) 5.23M -202.9K (-3.7%) 0.24% -0.060 pp 0.00% -0.001 pp USD21.90 +17.3% 14 qtrs
59 AWM INVESTMENT COMPANY, INC. 200.0K +20.0K (+11.1%) 5.14M +1.3M (+32.6%) 0.23% +0.023 pp 0.50% +0.133 pp USD18.54 +38.5% 11 qtrs
60 UBS ASSET MANAGEMENT AMERICAS INC 191.8K -43.7K (-18.6%) 4.93M -142.3K (-2.8%) 0.22% -0.052 pp 0.00% 0.000 pp USD28.53 -10.0% 22 qtrs
61 STATE OF WISCONSIN INVESTMENT BOARD 184.3K +31.7K (+20.8%) 4.73M +1.4M (+44.2%) 0.21% +0.036 pp 0.01% +0.003 pp USD26.35 -2.5% 23 qtrs
62 NORDEA INVESTMENT MANAGEMENT AB 164.6K -23.0K (-12.3%) 4.24M +284.1K (+7.2%) 0.19% -0.027 pp 0.00% +0.000 pp USD29.39 -12.6% 10 qtrs
63 SWISS NATIONAL BANK 161.1K +3.2K (+2.0%) 4.14M +739.0K (+21.7%) 0.19% +0.003 pp 0.00% +0.001 pp USD39.80 -35.5% 23 qtrs
64 SEI INVESTMENTS CO 151.7K +61.0K (+67.2%) 3.90M +1.9M (+99.6%) 0.18% +0.071 pp 0.00% +0.002 pp USD23.55 +9.0% 22 qtrs
65 ENVESTNET ASSET MANAGEMENT INC 151.6K -32.8K (-17.8%) 3.89M -75.0K (-1.9%) 0.18% -0.039 pp 0.00% +0.000 pp USD35.38 -27.4% 24 qtrs
66 CITIGROUP INC 149.8K +113.7K (+315.1%) 3.85M +3.1M (+395.3%) 0.17% +0.132 pp 0.00% +0.001 pp USD25.28 +1.6% 25 qtrs
67 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 145.6K +70.0K (+92.6%) 3.75M +2.1M (+130.4%) 0.17% +0.081 pp 0.01% +0.003 pp USD23.90 +7.4% 4 qtrs
68 EASTERLY INVESTMENT PARTNERS LLC 146.0K +96.9K (+197.4%) 3.75M +2.7M (+254.9%) 0.17% +0.113 pp 0.23% +0.159 pp USD24.28 +5.8% 2 qtrs
69 PRUDENTIAL FINANCIAL INC 131.0K +34.8K (+36.2%) 3.36M +1.3M (+62.5%) 0.15% +0.040 pp 0.00% +0.002 pp USD22.88 +12.2% 19 qtrs
70 BNP PARIBAS ARBITRAGE, SNC 129.2K -43.4K (-25.1%) 3.32M -395.6K (-10.7%) 0.15% -0.051 pp 0.00% -0.001 pp USD18.30 +40.3% 5 qtrs
71 UBS GROUP AG 129.1K -114.5K (-47.0%) 3.31M -1.9M (-36.7%) 0.15% -0.134 pp 0.00% 0.000 pp USD20.83 +23.3% 25 qtrs
72 CANADA PENSION PLAN INVESTMENT BOARD 127.2K +28.7K (+29.1%) 3.27M +1.1M (+54.1%) 0.15% +0.033 pp 0.00% +0.001 pp USD22.47 +14.3% 8 qtrs
73 HUSSMAN STRATEGIC ADVISORS, INC. 126.0K +21.0K (+20.0%) 3.24M +976.1K (+43.2%) 0.15% +0.024 pp 0.78% +0.293 pp USD22.21 +15.6% 2 qtrs
74 XTX TOPCO LTD 119.1K +119.1K (+100.0%) 3.06M +3.1M (+100.0%) 0.14% +0.138 pp 0.08% +0.080 pp USD25.68 +0.0% 4 qtrs
75 JANE STREET GROUP, LLC 118.8K -12.2K (-9.3%) 3.05M +230.8K (+8.2%) 0.14% -0.015 pp 0.00% +0.000 pp USD22.78 +12.7% 22 qtrs
76 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 115.6K -5.8K (-4.8%) 2.97M +355.5K (+13.6%) 0.13% -0.007 pp 0.01% +0.001 pp USD23.21 +10.6% 22 qtrs
77 SOUTH DAKOTA INVESTMENT COUNCIL 114.6K -9.0K (-7.3%) 2.94M +284.0K (+10.7%) 0.13% -0.011 pp 0.06% +0.004 pp USD31.15 -17.6% 8 qtrs
78 CAPITAL FUND MANAGEMENT S.A. 111.5K +44.6K (+66.6%) 2.86M +1.4M (+98.8%) 0.13% +0.052 pp 0.01% +0.004 pp USD21.29 +20.6% 7 qtrs
79 ROYAL BANK OF CANADA 110.3K +51.6K (+88.0%) 2.83M +1.6M (+124.2%) 0.13% +0.060 pp 0.00% +0.000 pp USD23.99 +7.0% 25 qtrs
80 GOTHAM ASSET MANAGEMENT, LLC 107.3K +52.0K (+94.2%) 2.75M +1.6M (+131.8%) 0.12% +0.060 pp 0.01% +0.005 pp USD23.81 +7.9% 4 qtrs
81 RESOLUTE CAPITAL ASSET PARTNERS LLC 105.7K +105.7K (+100.0%) 2.71M +2.7M (+100.0%) 0.12% +0.123 pp 1.31% +1.311 pp USD25.68 +0.0% 1 qtrs NEW
82 ALLIANCEBERNSTEIN L.P. 97.0K +373.0 (+0.4%) 2.49M +411.5K (+19.8%) 0.11% +0.000 pp 0.00% +0.000 pp USD45.64 -43.7% 24 qtrs
83 RA CAPITAL MANAGEMENT, L.P. 96.6K +— (+0.0%) 2.48M +402.0K (+19.3%) 0.11% 0.000 pp 0.03% 0.000 pp USD21.52 +19.3% 2 qtrs
84 PDT PARTNERS, LLC 95.8K -166.6K (-63.5%) 2.46M -3.2M (-56.4%) 0.11% -0.195 pp 0.16% -0.196 pp USD18.67 +37.5% 5 qtrs
85 WELLS FARGO & COMPANY/MN 94.4K +46.6K (+97.5%) 2.43M +1.4M (+135.6%) 0.11% +0.054 pp 0.00% +0.000 pp USD30.32 -15.3% 25 qtrs
86 MARSHALL WACE, LLP 87.3K -1.1M (-92.5%) 2.24M -22.7M (-91.0%) 0.10% -1.251 pp 0.00% -0.023 pp USD21.26 +20.8% 5 qtrs
87 MACKENZIE FINANCIAL CORP 84.2K -11.4K (-11.9%) 2.17M +114.8K (+5.6%) 0.10% -0.014 pp 0.00% +0.000 pp USD18.75 +37.0% 7 qtrs
88 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 84.5K +11.0K (+15.0%) 2.17M +588.0K (+37.2%) 0.10% +0.013 pp 0.00% +0.001 pp USD39.08 -34.3% 19 qtrs
89 TOCQUEVILLE ASSET MANAGEMENT L.P. 84.0K +— (+0.0%) 2.16M +349.4K (+19.3%) 0.10% 0.000 pp 0.03% +0.005 pp USD16.76 +53.2% 6 qtrs
90 CRESSET ASSET MANAGEMENT, LLC 82.1K +169.0 (+0.2%) 2.11M +345.4K (+19.6%) 0.10% 0.000 pp 0.01% +0.001 pp USD22.02 +16.6% 4 qtrs
91 POINT72 ASSET MANAGEMENT, L.P. 78.7K +78.7K (+100.0%) 2.02M +2.0M (+100.0%) 0.09% +0.092 pp 0.00% +0.002 pp USD25.68 +0.0% 8 qtrs
92 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 76.9K -88.2K (-53.4%) 1.97M -1.6M (-44.4%) 0.09% -0.103 pp 0.13% -0.093 pp USD21.82 +17.7% 10 qtrs
93 SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) 76.5K +76.5K (+100.0%) 1.96M +2.0M (+100.0%) 0.09% +0.089 pp 0.01% +0.008 pp USD25.68 +0.0% 1 qtrs NEW
94 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 76.5K -1.2K (-1.5%) 1.96M +292.9K (+17.5%) 0.09% -0.002 pp 0.00% +0.000 pp USD38.75 -33.7% 25 qtrs
95 RUSSELL INVESTMENTS GROUP, LTD. 73.9K -19.3K (-20.7%) 1.90M -107.3K (-5.4%) 0.09% -0.023 pp 0.00% 0.000 pp USD26.81 -4.2% 20 qtrs
96 STIFEL FINANCIAL CORP 70.6K -1.6K (-2.2%) 1.81M +260.0K (+16.8%) 0.08% -0.002 pp 0.00% +0.000 pp USD31.09 -17.4% 21 qtrs
97 70.3K +70.3K (+100.0%) 1.81M +1.8M (+100.0%) 0.08% +0.082 pp 0.06% +0.065 pp USD25.68 +0.0% 1 qtrs NEW
98 GREAT WEST LIFE ASSURANCE CO /CAN/ 69.0K -8.6K (-11.1%) 1.77M +112.0K (+6.7%) 0.08% -0.010 pp 0.00% +0.001 pp USD31.21 -17.7% 23 qtrs
99 WINTON GROUP LTD 63.4K +4.7K (+7.9%) 1.63M +364.0K (+28.8%) 0.07% +0.005 pp 0.06% +0.009 pp USD24.83 +3.4% 11 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 159 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Towle Value ETF TCV 3.09% 5.61M 0.85%
2 State Street SPDR S&P Health Care Services ETF XHS 1.91% 3.88M 0.35%
3 ETC 6 Meridian Small Cap Equity ETF SIXS 1.82% 1.93M 0.52%
4 First Trust SMID Growth Strength ETF FSGS 1.63% 496.0K 0.61%
5 Invesco S&P SmallCap 600 Revenue ETF RZG 1.40% 2.01M 0.35%
6 Invesco S&P SmallCap Health Care ETF PSCH 0.97% 1.60M 0.29%
7 Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD 0.90% 9.74M 0.30%
8 Janus Henderson Small Cap Growth Alpha ETF JSML 0.80% 2.95M 0.30%
9 ETC 6 Meridian Low Beta Equity ETF SIXL 0.72% 1.35M 0.47%
10 Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG 0.72% 216.4K 0.59%

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
4.2K
Cash buys
Cash sales
Net activity
-4,172
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
2026-04-14 Cummings Melissa B Officer F-InKind D Common Stock 4,172 16.98 70.8K 82,949 D
2026-03-17 Clapp Geoffrey Officer F-InKind D Common Stock 3,275 17.42 57.1K 60,647 D
2026-03-04 Swartz Allison Officer F-InKind D Common Stock 339 17.52 5.9K 89,540 D
2026-03-04 Livingston Mark S. Officer F-InKind D Common Stock 339 17.52 5.9K 87,338 D
2026-03-03 Swartz Allison Officer S-Sale D Common Stock 4,157 17.40 72.3K 89,879 D
2026-03-03 Livingston Mark S. Officer F-InKind D Common Stock 4,579 17.60 80.6K 87,677 D
2026-03-03 Anevski Peter Director / Officer F-InKind D Common Stock 17,611 17.60 310.0K 816,833 D
2026-03-02 Swartz Allison Officer A-Award A Stock Option (Right to Buy) 41,430 17.60 729.2K 41,430 D
2026-03-02 Livingston Mark S. Officer A-Award A Stock Option (Right to Buy) 66,289 17.60 1.17M 66,289 D
2026-03-02 Cummings Melissa B Officer A-Award A Stock Option (Right to Buy) 66,289 17.60 1.17M 66,289 D
2026-03-02 Clapp Geoffrey Officer A-Award A Stock Option (Right to Buy) 51,373 17.60 904.2K 51,373 D
2026-03-02 Anevski Peter Director / Officer A-Award A Stock Option (Right to Buy) 232,011 17.60 4.08M 232,011 D
2026-01-02 Schlanger David J Director / Officer F-InKind D Common Stock 2,171 25.68 55.8K 238,462 D
2026-01-02 Anevski Peter Director / Officer F-InKind D Common Stock 6,009 25.68 154.3K 674,242 D
2025-12-31 Sturmer Michael E Officer F-InKind D Common Stock 33,028 25.84 853.4K 255,205 D
2025-12-11 Livingston Mark S. Officer S-Sale D Common Stock 459 25.50 11.7K 46,983 D
2025-12-04 Swartz Allison Officer F-InKind D Common Stock 408 24.55 10.0K 73,249 D
2025-12-04 Sturmer Michael E Officer F-InKind D Common Stock 7,977 24.55 195.8K 288,233 D
2025-12-04 Livingston Mark S. Officer F-InKind D Common Stock 479 24.55 11.8K 47,442 D
2025-12-02 Sturmer Michael E Officer F-InKind D Common Stock 448 25.27 11.3K 296,210 D
2025-12-02 Livingston Mark S. Officer F-InKind D Common Stock 224 25.27 5.7K 48,134 D
2025-11-28 Swartz Allison Officer F-InKind D Common Stock 1,352 26.70 36.1K 76,055 D
2025-11-18 Payson Norman Director G-Gift D Common Stock 50,265 0.00 6,689 D
2025-11-17 Livingston Mark S. Officer S-Sale D Common Stock 21,303 25.50 543.2K 48,358 D
2025-11-14 Payson Norman Director M-Exempt A Common Stock 36,224 1.45 52.5K 56,954 D
2025-11-13 Anevski Peter Director / Officer P-Purchase A Common Stock 79,500 24.29 1.93M 680,251 D
2025-11-10 Schlanger David J Director / Officer A-Award A Common Stock 41,500 0.00 261,919 D
2025-11-10 Anevski Peter Director / Officer A-Award A Common Stock 125,000 0.00 664,564 D
2025-10-01 Schlanger David J Director / Officer F-InKind D Common Stock 1,893 21.52 40.7K 220,419 D
2025-10-01 Anevski Peter Director / Officer F-InKind D Common Stock 7,977 21.52 171.7K 539,564 D
2025-09-04 Swartz Allison Officer F-InKind D Common Stock 339 23.54 8.0K 78,006 D
2025-09-04 Sturmer Michael E Officer F-InKind D Common Stock 7,977 23.54 187.8K 296,658 D
2025-09-04 Livingston Mark S. Officer F-InKind D Common Stock 479 23.54 11.3K 69,661 D
2025-09-02 Sturmer Michael E Officer F-InKind D Common Stock 448 23.67 10.6K 304,635 D
2025-09-02 Livingston Mark S. Officer F-InKind D Common Stock 2,032 23.67 48.1K 70,140 D
2025-08-28 Swartz Allison Officer F-InKind D Common Stock 1,352 23.02 31.1K 78,345 D
2025-08-11 GORDON KEVIN K Director S-Sale D Common Stock 2,500 22.04 55.1K 12,501 I
2025-07-01 Schlanger David J Director / Officer F-InKind D Common Stock 1,893 22.00 41.6K 222,312 D
2025-07-01 Anevski Peter Director / Officer F-InKind D Common Stock 7,977 22.00 175.5K 547,541 D
2025-06-11 Scott Cheryl Director S-Sale D Common Stock 2,675 22.07 59.0K 14,112 D
2025-06-04 Swartz Allison Officer F-InKind D Common Stock 339 21.98 7.5K 82,095 D
2025-06-04 Sturmer Michael E Officer F-InKind D Common Stock 7,977 21.98 175.3K 305,083 D
2025-06-04 Livingston Mark S. Officer F-InKind D Common Stock 339 21.98 7.5K 72,172 D
2025-06-02 Sturmer Michael E Officer F-InKind D Common Stock 448 21.50 9.6K 313,060 D
2025-06-02 Livingston Mark S. Officer F-InKind D Common Stock 1,848 21.50 39.7K 72,511 D
2025-05-28 Swartz Allison Officer F-InKind D Common Stock 1,352 20.59 27.8K 82,434 D
2025-05-22 Scott Cheryl Director A-Award A Common Stock 6,689 0.00 16,787 D
2025-05-22 Payson Norman Director A-Award A Stock Option (Right to Buy) 30,401 20.89 635.1K 30,401 D
2025-05-22 Park Jeffrey G Director A-Award A Common Stock 9,364 0.00 32,057 D
2025-05-22 MORRIS DEBRA L Director A-Award A Stock Option (Right to Buy) 3,591 20.89 75.0K 3,591 D
2025-05-22 HOLSTEIN ROGER C Director A-Award A Stock Option (Right to Buy) 4,400 20.89 91.9K 4,400 D
2025-05-22 GORDON KEVIN K Director A-Award A Stock Option (Right to Buy) 6,600 20.89 137.9K 6,600 D
2025-05-22 Dean Lloyd H Director A-Award A Common Stock 8,026 0.00 19,727 D
2025-05-22 Bierbower Elizabeth D Director A-Award A Stock Option (Right to Buy) 44,000 20.89 919.2K 44,000 D
2025-04-15 Clapp Geoffrey Officer Stock Option (Right to Buy) 39,120 20.91 818.0K 0 D
2025-04-14 Cummings Melissa B Officer 0 0.00 0
2025-04-01 Schlanger David J Director / Officer F-InKind D Common Stock 1,893 22.34 42.3K 224,205 D
2025-04-01 Anevski Peter Director / Officer F-InKind D Common Stock 7,977 22.34 178.2K 555,518 D
2025-03-04 Swartz Allison Officer F-InKind D Common Stock 1,417 22.00 31.2K 83,786 D
2025-03-04 Sturmer Michael E Officer F-InKind D Common Stock 25,989 22.00 571.8K 313,508 D
2025-03-04 Livingston Mark S. Officer F-InKind D Common Stock 1,350 22.00 29.7K 74,359 D
2025-03-03 Swartz Allison Officer A-Award A Stock Option (Right to Buy) 31,115 22.00 684.5K 31,115 D
2025-03-03 Sturmer Michael E Officer F-InKind D Common Stock 363 22.53 8.2K 339,497 D
2025-03-03 Livingston Mark S. Officer F-InKind D Common Stock 2,069 22.53 46.6K 75,709 D
2025-03-03 Anevski Peter Director / Officer A-Award A Common Stock 127,272 0.00 563,495 D
2025-02-28 Swartz Allison Officer F-InKind D Common Stock 1,551 22.88 35.5K 62,476 D
2025-02-26 Sturmer Michael E Officer F-InKind D Common Stock 5,873 22.98 135.0K 339,860 D
2025-02-26 Livingston Mark S. Officer F-InKind D Common Stock 181 22.98 4.2K 41,415 D
2025-01-16 MORRIS DEBRA L Director A-Award A Stock Option (Right to Buy) 44,000 20.62 907.3K 44,000 D
2025-01-10 MORRIS DEBRA L Director 0 0.00 0
2025-01-02 Schlanger David J Director / Officer F-InKind D Common Stock 2,171 17.25 37.4K 226,098 D
2025-01-02 Anevski Peter Director / Officer F-InKind D Common Stock 6,162 17.25 106.3K 435,301 D
2024-12-26 Schlanger David J Director / Officer P-Purchase A Common Stock 150,000 14.68 2.20M 228,269 D
2024-12-23 Anevski Peter Director / Officer P-Purchase A Common Stock 209,500 14.48 3.03M 441,463 D
2024-12-02 Sturmer Michael E Officer F-InKind D Common Stock 448 15.57 7.0K 345,733 D
2024-12-02 Livingston Mark S. Officer F-InKind D Common Stock 2,617 15.57 40.7K 41,596 D
2024-11-29 Swartz Allison Officer F-InKind D Common Stock 1,352 15.48 20.9K 64,027 D
2024-11-26 Sturmer Michael E Officer F-InKind D Common Stock 7,977 15.75 125.6K 346,181 D
2024-11-26 Livingston Mark S. Officer F-InKind D Common Stock 224 15.75 3.5K 44,213 D
2024-11-23 Payson Norman Director S-Sale D Common Stock 200 56.29 11.3K 580,656
2024-10-01 Schlanger David J Director / Officer F-InKind D Common Stock 2,681 16.76 44.9K 78,269 D
2024-10-01 Anevski Peter Director / Officer F-InKind D Common Stock 7,977 16.76 133.7K 231,963 D
2024-09-03 Sturmer Michael E Officer F-InKind D Common Stock 448 23.49 10.5K 354,158
2024-09-03 Livingston Mark S. Officer F-InKind D Common Stock 2,617 23.49 61.5K 44,437
2024-08-28 Swartz Allison Officer F-InKind D Common Stock 1,352 21.59 29.2K 65,379
2024-08-26 Sturmer Michael E Officer F-InKind D Common Stock 7,977 21.80 173.9K 354,606
2024-08-26 Livingston Mark S. Officer F-InKind D Common Stock 224 21.80 4.9K 47,054
2024-07-16 Sturmer Michael E Officer S-Sale D Common Stock 9,030 30.00 270.9K 362,583
2024-07-01 Schlanger David J Director / Officer F-InKind D Common Stock 2,681 28.61 76.7K 80,950
2024-07-01 Anevski Peter Director / Officer F-InKind D Common Stock 7,977 28.61 228.2K 239,940
2024-06-28 Scott Cheryl Director S-Sale D Common Stock 1,462 28.39 41.5K 10,098
2024-06-03 Sturmer Michael E Officer F-InKind D Common Stock 448 26.95 12.1K 371,613
2024-06-03 Livingston Mark S. Officer F-InKind D Common Stock 2,617 26.95 70.5K 47,278
2024-05-28 Swartz Allison Officer F-InKind D Common Stock 1,352 27.00 36.5K 66,731
2024-05-28 Sturmer Michael E Officer F-InKind D Common Stock 7,977 27.00 215.4K 372,061
2024-05-28 Livingston Mark S. Officer F-InKind D Common Stock 224 27.00 6.0K 49,895
2024-05-23 Scott Cheryl Director A-Award A Stock Option (Right to Buy) 23,212 27.15 630.2K 23,212
2024-05-23 SEIDENBERG BETH C Director A-Award A Stock Option (Right to Buy) 26,926 27.15 731.0K 26,926
2024-05-23 Payson Norman Director A-Award A Common Stock 6,176 0.00 14,041
2024-05-23 Park Jeffrey G Director A-Award A Common Stock 6,176 0.00 22,693
2024-05-23 HOLSTEIN ROGER C Director A-Award A Common Stock 5,147 0.00 13,911
2024-05-23 GORDON KEVIN K Director A-Award A Common Stock 5,147 0.00 8,801
2024-05-23 Dean Lloyd H Director A-Award A Common Stock 5,147 0.00 11,701
2024-05-23 Cohen Fred E Director A-Award A Stock Option (Right to Buy) 25,070 27.15 680.7K 25,070
2024-05-01 Sturmer Michael E Officer S-Sale D Common Stock 4,515 31.95 144.3K 380,038
2024-04-01 Sturmer Michael E Officer S-Sale D Common Stock 4,515 37.60 169.8K 386,433
2024-04-01 Schlanger David J Director / Officer F-InKind D Common Stock 2,681 38.15 102.3K 84,631
2024-04-01 Livingston Mark S. Officer S-Sale D Common Stock 2,129 37.60 80.1K 59,155
2024-04-01 Anevski Peter Director / Officer F-InKind D Common Stock 7,977 38.15 304.3K 247,917
2024-03-27 Schlanger David J Director / Officer S-Sale D Common Stock 71,272 37.80 2.69M 86,312
2024-03-26 Schlanger David J Director / Officer S-Sale D Common Stock 305 37.50 11.4K 86,312
2024-03-25 Schlanger David J Director / Officer M-Exempt A Common Stock 2,597 3.95 10.3K 88,909
2024-03-21 Schlanger David J Director / Officer M-Exempt D Stock Option (Right to Buy) 5,826 3.95 23.0K 1,384,196
2024-03-11 Livingston Mark S. Officer F-InKind D Common Stock 112 35.49 4.0K 37,248
2024-03-04 Swartz Allison Officer A-Award A Stock Option (Right to Buy) 45,000 35.48 1.60M 45,000
2024-03-04 Sturmer Michael E Officer F-InKind D Common Stock 790 36.02 28.5K 140,948
2024-03-04 Livingston Mark S. Officer F-InKind D Common Stock 894 36.02 32.2K 37,360
2024-03-01 Sturmer Michael E Officer S-Sale D Common Stock 11,009 36.63 403.3K 141,738
2024-03-01 Livingston Mark S. Officer M-Exempt A Common Stock 22,000 3.95 86.9K 65,647
2024-02-28 Swartz Allison Officer F-InKind D Common Stock 1,509 40.79 61.6K 53,083
2024-02-26 Sturmer Michael E Officer F-InKind D Common Stock 5,785 38.67 223.7K 152,747
2024-02-26 Livingston Mark S. Officer F-InKind D Common Stock 224 38.67 8.7K 43,647
2024-02-06 Sturmer Michael E Officer S-Sale D Common Stock 2,260 40.00 90.4K 158,532
2024-02-05 Schlanger David J Director / Officer M-Exempt D Stock Option (Right to Buy) 20,000 3.95 79.1K 1,390,022
2024-02-02 Schlanger David J Director / Officer M-Exempt D Stock Option (Right to Buy) 30,000 3.95 118.6K 1,410,022
2024-02-01 Sturmer Michael E Officer S-Sale D Common Stock 1,880 37.89 71.2K 165,307
2024-02-01 Schlanger David J Director / Officer S-Sale D Common Stock 17,742 38.01 674.4K 98,570
2024-02-01 Livingston Mark S. Officer M-Exempt D Stock Option (Right to Buy) 22,000 3.95 86.9K 42,627
2024-01-08 Schlanger David J Director / Officer M-Exempt D Stock Option (Right to Buy) 66,002 3.95 261.0K 1,470,022
2024-01-02 Sturmer Michael E Officer S-Sale D Common Stock 4,515 36.81 166.2K 167,187
2024-01-02 Schlanger David J Director / Officer F-InKind D Common Stock 2,127 37.18 79.1K 86,312
2024-01-02 Livingston Mark S. Officer M-Exempt A Common Stock 22,000 3.95 86.9K 71,871
2024-01-02 Anevski Peter Director / Officer F-InKind D Common Stock 5,866 37.18 218.1K 255,291
2023-12-27 Schlanger David J Director / Officer S-Sale D Common Stock 76,031 37.66 2.86M 88,439
2023-12-26 Schlanger David J Director / Officer M-Exempt A Common Stock 80,000 3.95 316.4K 168,439
2023-12-22 Schlanger David J Director / Officer S-Sale D Common Stock 80,000 38.11 3.05M 88,439
2023-12-21 Schlanger David J Director / Officer M-Exempt D Stock Option (Right to Buy) 80,000 3.95 316.4K 1,786,053
2023-12-20 Schlanger David J Director / Officer S-Sale D Common Stock 2,906 37.50 109.0K 88,439
2023-12-14 Schlanger David J Director / Officer M-Exempt D Stock Option (Right to Buy) 1,063 3.95 4.2K 1,868,959
2023-12-11 Livingston Mark S. Officer F-InKind D Common Stock 112 36.26 4.1K 49,871
2023-12-11 GORDON KEVIN K Director S-Sale D Common Stock 2,500 35.93 89.8K 9,854
2023-12-04 Sturmer Michael E Officer F-InKind D Common Stock 224 34.59 7.7K 173,582
2023-12-01 Sturmer Michael E Officer S-Sale D Common Stock 12,696 34.13 433.3K 173,806
2023-12-01 Livingston Mark S. Officer F-InKind D Common Stock 24,913 34.75 865.7K 77,464
2023-11-28 Swartz Allison Officer F-InKind D Common Stock 5,408 34.18 184.8K 54,592
2023-11-27 Sturmer Michael E Officer F-InKind D Common Stock 7,977 34.48 275.0K 186,502
2023-11-27 Livingston Mark S. Officer F-InKind D Common Stock 224 34.48 7.7K 58,377
2023-11-20 Scott Cheryl Director G-Gift D Common Stock 3,301 0.00 6,443
2023-11-20 Schlanger David J Director / Officer A-Award A Common Stock 41,500 0.00 109,625
2023-11-20 Anevski Peter Director / Officer A-Award A Common Stock 125,000 0.00 324,970
2023-10-25 Livingston Mark S. Officer F-InKind D Common Stock 320 31.77 10.2K 58,601
2023-10-02 Schlanger David J Director / Officer F-InKind D Common Stock 2,681 34.02 91.2K 68,125
2023-10-02 Anevski Peter Director / Officer F-InKind D Common Stock 7,977 34.02 271.4K 199,970
2023-09-11 Livingston Mark S. Officer F-InKind D Common Stock 112 36.31 4.1K 58,921
2023-09-05 Sturmer Michael E Officer F-InKind D Common Stock 224 37.37 8.4K 194,479
2023-09-01 Livingston Mark S. Officer F-InKind D Common Stock 2,378 37.34 88.8K 59,033
2023-08-28 Sturmer Michael E Officer F-InKind D Common Stock 7,977 37.38 298.2K 202,680
2023-08-28 Livingston Mark S. Officer F-InKind D Common Stock 158 37.38 5.9K 63,407
2023-08-07 TPG GP A, LLC S-Sale D Common Stock 2,900,000 41.08 119.13M 6,350,000
2023-07-25 Livingston Mark S. Officer F-InKind D Common Stock 227 39.22 8.9K 63,564
2023-07-14 Anevski Peter Director / Officer M-Exempt A Common Stock 17,990 3.95 71.1K 225,937
2023-07-13 Schlanger David J Director / Officer M-Exempt D Stock Option (Right to Buy) 67,457 0.91 61.4K 232,228
2023-07-13 Anevski Peter Director / Officer S-Sale D Common Stock 32,000 38.94 1.25M 207,947
2023-07-12 Schlanger David J Director / Officer S-Sale D Common Stock 38,687 38.64 1.49M 70,806
2023-07-12 Anevski Peter Director / Officer S-Sale D Common Stock 23,572 38.64 910.8K 207,947
2023-07-05 Schlanger David J Director / Officer F-InKind D Common Stock 2,681 39.34 105.5K 70,806
2023-07-05 Anevski Peter Director / Officer F-InKind D Common Stock 7,977 39.34 313.8K 207,947
2023-07-03 Schlanger David J Director / Officer M-Exempt D Stock Option (Right to Buy) 18,856 0.91 17.2K 338,372
2023-07-03 Anevski Peter Director / Officer M-Exempt A Common Stock 6,439 3.95 25.4K 222,363
2023-06-27 Scott Cheryl Director S-Sale D Common Stock 1,170 37.27 43.6K 9,744
2023-06-23 SEIDENBERG BETH C Director J-Other D Common Stock 17,162 0.00 0
2023-06-09 SEIDENBERG BETH C Director J-Other D Common Stock 247,446 0.00 17,162
2023-06-09 Livingston Mark S. Officer F-InKind D Common Stock 79 40.94 3.2K 61,411
2023-06-07 Anevski Peter Director / Officer S-Sale D Common Stock 1,467 41.59 61.0K 16,597
2023-06-06 Anevski Peter Director / Officer S-Sale D Common Stock 8,486 41.32 350.6K 215,924
2023-06-05 Schlanger David J Director / Officer S-Sale D Common Stock 32,136 40.24 1.29M 73,487
2023-06-05 Anevski Peter Director / Officer S-Sale D Common Stock 296 40.74 12.1K 215,924
2023-06-02 Sturmer Michael E Officer F-InKind D Common Stock 224 37.86 8.5K 210,657
2023-06-02 Schlanger David J Director / Officer S-Sale D Common Stock 41,667 38.68 1.61M 73,487
2023-06-02 Anevski Peter Director / Officer S-Sale D Common Stock 4,000 38.67 154.7K 28,597
2023-06-01 Schlanger David J Director / Officer S-Sale D Common Stock 20,748 37.29 773.7K 94,406
2023-06-01 Livingston Mark S. Officer F-InKind D Common Stock 1,691 37.25 63.0K 61,490
2023-06-01 Anevski Peter Director / Officer S-Sale D Common Stock 1,301 37.85 49.2K 32,597
2023-05-26 Sturmer Michael E Officer F-InKind D Common Stock 7,977 37.39 298.3K 194,703
2023-05-26 Livingston Mark S. Officer F-InKind D Common Stock 158 37.39 5.9K 63,791
2023-05-24 Scott Cheryl Director A-Award A Common Stock 3,654 0.00 10,914
2023-05-24 SEIDENBERG BETH C Director A-Award A Stock Option (Right to Buy) 19,709 38.24 753.7K 19,709
2023-05-24 Payson Norman Director A-Award A Common Stock 4,385 0.00 7,865
2023-05-24 Park Jeffrey G Director A-Award A Common Stock 4,385 0.00 16,517
2023-05-24 HOLSTEIN ROGER C Director A-Award A Common Stock 3,654 0.00 8,764
2023-05-24 GORDON KEVIN K Director S-Sale D Common Stock 1,410 38.24 53.9K 12,354
2023-05-24 Dean Lloyd H Director A-Award A Stock Option (Right to Buy) 2,007 38.24 76.7K 2,007
2023-05-24 Cohen Fred E Director A-Award A Common Stock 4,385 0.00 16,517
2023-05-16 Anevski Peter Director / Officer M-Exempt D Stock Option (Right to Buy) 4,608 3.95 18.2K 875,556
2023-05-15 Anevski Peter Director / Officer M-Exempt D Stock Option (Right to Buy) 32,000 3.95 126.4K 880,164
2023-05-12 Anevski Peter Director / Officer M-Exempt D Stock Option (Right to Buy) 32,000 3.95 126.4K 912,164
2023-05-11 Anevski Peter Director / Officer M-Exempt A Common Stock 32,000 3.95 126.4K 247,924
2023-05-10 Schlanger David J Director / Officer S-Sale D Common Stock 2,019 38.43 77.6K 73,487
2023-05-10 Anevski Peter Director / Officer S-Sale D Common Stock 462 38.48 17.8K 55,655
2023-05-09 Schlanger David J Director / Officer S-Sale D Common Stock 19,490 38.25 745.5K 73,487

Executive team

Top executives
EBIT / Employee
141.4K
Shares Outstanding
81.90M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Peter Anevski Chief Executive Officer 870.0K 3.50M 2.10M 736.9K 13.7K 7.22M 77.56%
2 2025 Melissa Cummings Chief Operating Officer 429.5K 1.15M 690.0K 386.6K 39.1K 2.70M 68.27%
3 2025 Mark Livingston Chief Financial Officer 533.0K 1,000.0K 600.0K 330.6K 16.8K 2.48M 64.51%
4 2025 Geoffrey Clapp Chief Product Officer 336.5K 750.0K 450.0K 226.5K 9.7K 1.77M 67.69%
5 2025 Allison Swartz EVP, General Counsel and Secretary 409.5K 625.0K 375.0K 225.5K 10.2K 1.65M 60.78%
6 2024 Michael Sturmer President 546.0K 8.87M 11.79M 309.3K 12.2K 21.53M 95.97%
7 2024 Mark Livingston Chief Financial Officer 482.0K 532.2K 884.1K 224.5K 15.6K 2.14M 66.23%
8 2024 Allison Swartz EVP, General Counsel and Secretary 363.0K 532.2K 884.1K 145.2K 7.6K 1.93M 73.30%
9 2024 Peter Anevski Chief Executive Officer 780.0K 568.0K 13.1K 1.36M 0.00%
10 2024 David Schlanger Executive Chairman 250.0K 200.0K 18.2K 468.2K 0.00%
11 2023 Michael Sturmer President 425.0K 253.6K 395.7K 400.0K 11.5K 1.49M 43.70%
12 2023 Mark Livingston Chief Financial Officer 425.0K 253.6K 395.7K 310.0K 14.6K 1.40M 46.42%
13 2023 Peter Anevski Chief Executive Officer 500.0K 580.0K 13.5K 1.09M 0.00%
14 2023 Allison Swartz EVP, General Counsel and Secretary 350.0K 190.0K 6.2K 546.2K 0.00%
15 2023 David Schlanger Executive Chairman 250.0K 250.0K 13.6K 513.6K 0.00%
16 2022 Peter Anevski Chief Executive Officer 500.0K 25.18M 42.39M 500.0K 11.5K 68.58M 98.53%
17 2022 David Schlanger Executive Chairman 250.0K 8.41M 8.43M 250.0K 10.4K 17.35M 97.06%
18 2022 Michael Sturmer President 425.0K 311.7K 6.86M 325.0K 11.5K 7.94M 90.40%
19 2022 Mark Livingston Chief Financial Officer 425.0K 5.34M 255.0K 13.9K 6.03M 88.50%
20 2022 Allison Swartz Executive Vice President and General Counsel 33.2K 140.0K 2.22M 3.50M 149.00 5.89M 97.06%
21 2022 Allison Swartz EVP, General Counsel and Secretary 33.2K 140.0K 2.22M 3.50M 149.00 5.89M 97.06%
22 2021 Mark Livingston Chief Financial Officer 425.0K 4.52M 7.59M 255.0K 275.5K 13.06M 92.69%
23 2021 Jennifer Bealer Executive Vice President and General Counsel 300.0K 2.30M 4.31M 150.0K 10.2K 7.07M 93.49%
24 2021 Lisa Greenbaum Executive Vice President and Chief Client Officer 113.8K 299.5K 438.9K 26.1K 878.2K 84.08%
25 2021 David Schlanger Chief Executive Officer 500.0K 350.0K 12.5K 862.5K 0.00%
26 2021 David Schlanger Executive Chairman 500.0K 350.0K 12.5K 862.5K 0.00%
27 2021 Peter Anevski President and Chief Operating Officer 425.0K 350.0K 10.8K 785.8K 0.00%
28 2021 Peter Anevski Chief Executive Officer 425.0K 350.0K 10.8K 785.8K 0.00%
29 2020 Mark Livingston Chief Financial Officer 389.8K 127.8K 299.8K 94.5K 207.2K 132.2K 1.25M 31.51%
30 2020 David Schlanger Executive Chairman 500.0K 125.0K 350.0K 12.3K 987.3K 0.00%
31 2020 David Schlanger Chief Executive Officer 500.0K 125.0K 350.0K 12.3K 987.3K 0.00%
32 2020 Peter Anevski Chief Executive Officer 425.0K 156.3K 318.8K 9.9K 909.9K 0.00%
33 2020 Peter Anevski President and Chief Operating Officer 425.0K 156.3K 318.8K 9.9K 909.9K 0.00%
34 2020 Jennifer Bealer Executive Vice President and General Counsel 300.0K 70.0K 299.8K 94.5K 120.0K 9.1K 893.4K 44.13%
35 2020 Lisa Greenbaum Executive Vice President and Chief Client Officer 325.0K 75.0K 81.1K 94.5K 225.0K 56.6K 857.2K 20.48%
36 2020 Karin Ajmani Executive Vice President and Chief of Strategic Development 55.4K 2.1K 57.5K 0.00%
37 2019 David Schlanger Chief Executive Officer 431.3K 4.24M 250.0K 42.9K 4.96M 85.41%
38 2019 Peter Anevski President, Chief Financial & Operating Officer 375.0K 3.87M 250.0K 30.7K 4.52M 85.50%
39 2019 Peter Anevski President and Chief Operating Officer 375.0K 3.87M 250.0K 30.7K 4.25M 90.93%
40 2019 Karin Ajmani Former Executive Vice President, Chief of Strategic Development 325.0K 374.1K 10.3K 709.5K 52.73%
41 2018 David Schlanger Chief Executive Officer 350.0K 244.8K 175.0K 74.6K 844.4K 28.99%
42 2018 Peter Anevski President, Chief Financial & Operating Officer 325.0K 139.9K 163.0K 53.7K 681.6K 20.52%
43 2018 Peter Anevski President and Chief Operating Officer 325.0K 139.9K 163.0K 53.7K 681.6K 20.52%
44 2018 Karin Ajmani Former Executive Vice President, Chief of Strategic Development 325.0K 100.0K 9.5K 434.5K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2026-03-31 PRE 14A
2025-04-11 DEFA14A
2025-04-11 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-04-29 SC 13G
2026-04-16 4
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2026-04-10 ARS
2026-03-31 PRE 14A
2026-03-27 SC 13G/A
2026-03-19 4
2026-03-13 8-K

Executive team

NameTitleCompensationGender
Peter Anevski Chief Executive Officer & Director 2M male
Melissa Cummings Chief Operating Officer 1M female
Mark S. Livingston Chief Financial Officer 880.4K male
Geoffrey Clapp Chief Product Officer 661.8K male
Allison Swartz Executive Vice President, General Counsel & Secretary 645.2K female
David J. Schlanger Executive Chairman 468.2K male
Risa Fisher Chief Marketing Officer female
Steven Leist Chief Technology Officer male
Cassandra Pratt Chief Human Resources Officer female
James Hart Vice President of Investor Relations male
Janet Choi Member of the Medical Advisory Board & Chief Medical Officer female
Julie Stadlbauer Chief Business Development Officer female
ESG Rating
B
MEDICAL - HEALTHCARE INFORMATION SERVICES
2026
E (Environmental)
95.6 / 63.0
Company / Sector avg.
S (Social)
85.1 / 69.8
Company / Sector avg.
G (Governance)
77.7 / 68.0
Company / Sector avg.
ESG Total
86.1 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2024-12-06 2025-01-14 Josh Gottheimer NJ05 Joint Sale (Full) $1,001 - $15,000
2020-07-30 2020-08-19 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2020-06-30 2020-07-17 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2020-06-01 2020-06-16 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2020-05-21 2020-06-16 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits