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Phreesia, Inc. (PHR)
USD10.73
-0.01 (-0.09%)
US NYSE Healthcare Medical - Healthcare Information Services
Address
434 Fayetteville Street 27601
Wilmington, NC, US
Wilmington, NC, US
CEO
Chaim Indig
Website
phreesia.com
IPO
2019-07-18
CIK 1412408 ISIN US71944F1066
Also trades on
London Stock Exchange · 0A23.L (USD)
New York Stock Exchange · PHR (USD)
Description
Phreesia, Inc. offers a comprehensive, cloud-based software-as-a-service (SaaS) and payment platform specifically designed for the healthcare industry in the United States and Canada. Its flagship Phreesia Platform streamlines the patient intake process and facilitates integrated patient payment processing. The platform is accessible via multiple modalities, including Phreesia Mobile (a patient-facing mobile application), Phreesia Dashboard (a web-based portal for healthcare clients), self-service tablets known as PhreesiaPads, and on-site Arrivals Kiosks. The Phreesia Platform integrates a suite of specialized modules: An automated patient self-registration system. A revenue cycle management solution providing insurance verification, point-of-sale payment applications, and cost estimation tools. Access solutions for online appointment scheduling, reminders, and referral tracking. A life sciences solution delivering targeted, clinically relevant marketing content to patients. Additionally, a clinical support solution gathers clinical intake and patient-reported outcome (PRO) data across approximately 25 specialties, and enables healthcare clients to communicate with patients via surveys, announcements, text and email messaging, and health campaigns. Dedicated COVID-19 support modules assist with vaccine delivery management, identifying vaccine-hesitant individuals, screening for risk factors, facilitating contactless check-in, and managing telehealth visit intake. Phreesia serves a diverse clientele, including individual patients; single and multi-specialty practices, along with health systems; and pharmaceutical, medical device, and biotechnology firms. Established in 2005, the company maintains its headquarters in Raleigh, North Carolina.
News Sentiment (7d)
32 articles
- PHR DEADLINE NOTICE: ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages Phreesia, Inc. Investors to Secure Counsel Before Important July 13 Deadline in Securities Class Action - PHR Newsfile Corp
- Bragar Eagel & Squire, P.C. Reminds Phreesia, Inc. (PHR) Investors of the Upcoming July 13th Lead Plaintiff Deadline and Urges Investors to Contact the Firm GlobeNewsWire
- Deadline Soon: Phreesia Inc. (PHR) Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz About Securities Fraud Lawsuit Business Wire
- PHR Investors Have Opportunity to Lead Phreesia, Inc. Securities Fraud Lawsuit with the Schall Law Firm PRNewsWire
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD10.73
-0.01 (-0.09%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.88
Float Shares
48.93M
Free Float %
79.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.01% | +3.99% | -5.09% | -25.95% | -55.44% | -46.04% | -63.41% | -69.38% | -81.45% | -63.60% | -63.60% |
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
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (25 ratings, all time)
Buy
Price Targets & DCF
Current price
10.73
Low
9.00
-16.1%
Consensus
21.86
+103.7%
Median
24.00
+123.7%
High
33.00
+207.5%
DCF (Unlevered)
50.12
+367.1%
DCF (Levered)
74.58
+595.1%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
68% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 5 | -2 |
| Buy | 10 | -3 |
| Hold | 7 | +2 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
9.50
-11.5%
|
| Last Quarter | 2 |
9.50
-11.5%
|
| Last Year | 19 |
27.95
+160.5%
|
| All Time | 40 |
33.03
+207.8%
|
Quality scores
Altman Z-Score
0.42
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Medical - Healthcare Information Services: +14.2%+14.5% ★ Q2'26: +12.9% (vs Q2'25)
-
EPS growth Medical - Healthcare Information Services: +43.1%+103.7% ★ Q2'26: +175.3% (vs Q2'25)
-
FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%-2.9% Q2'26: +15.0% (vs Q2'25)
-
EBIT margin Medical - Healthcare Information Services: +8.8%-0.4% Q2'26: +0.0% (vs Q2'25)
-
ROIC Medical - Healthcare Information Services: +5.2%-0.5% Q2'26: +0.0% (vs Q2'25)
-
Share dilution Medical - Healthcare Information Services: -0.1%+6.8% Q2'26: +5.3% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×3.48× Q2'26: 3.19× (vs Q2'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Jan 2020 actual |
Jan 2021 actual |
Jan 2022 actual |
Jan 2023 actual |
Jan 2024 actual |
Jan 2025 actual |
Jan 2026 14 Rev. Ana. 9 EPS Ana. |
Jan 2027 14 Rev. Ana. 8 EPS Ana. |
Jan 2028 12 Rev. Ana. 7 EPS Ana. |
Jan 2029 5 Rev. Ana. 4 EPS Ana. |
Jan 2030 2 Rev. Ana. 2 EPS Ana. |
Jan 2031 1 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
124.78M
est: 122.34M (+2.0%)
|
148.68M
est: 146.52M (+1.5%)
|
213.23M
est: 211.47M (+0.8%)
|
280.91M
est: 278.86M (+0.7%)
|
356.30M
est: 389.96M (-8.6%)
|
419.81M
est: 419.03M (+0.2%)
|
480.17M
479.31M – 481.35M
+14.6% YoY
|
515.67M
506.94M – 544.52M
+7.4% YoY
|
541.40M
533.61M – 549.48M
+5.0% YoY
|
567.69M
567.69M – 567.69M
+4.9% YoY
|
538.50M
525.78M – 553.13M
-5.1% YoY
|
552.00M
538.96M – 567.00M
+2.5% YoY
|
| EBITDA |
-5.11M
est: -33.08M (+84.6%)
|
-7.62M
est: -39.61M (+80.8%)
|
-92.30M
est: -46.04M (-100.5%)
|
-145.48M
est: -142.84M (-1.8%)
|
-102.95M
est: 189.47M (-154.3%)
|
-25.58M
est: 203.60M (-112.6%)
|
233.31M
232.89M – 233.88M
+14.6% YoY
|
250.55M
246.31M – 264.58M
+7.4% YoY
|
263.06M
259.27M – 266.98M
+5.0% YoY
|
275.83M
275.83M – 275.83M
+4.9% YoY
|
261.65M
255.47M – 268.76M
-5.1% YoY
|
268.21M
261.87M – 275.50M
+2.5% YoY
|
| EBIT |
-19.03M
est: -45.07M (+57.8%)
|
-25.55M
est: -53.98M (+52.7%)
|
-116.82M
est: -63.25M (-84.7%)
|
-174.25M
est: -164.87M (-5.7%)
|
-133.49M
est: 178.07M (-175.0%)
|
-53.46M
est: 191.34M (-127.9%)
|
219.26M
218.87M – 219.80M
+14.6% YoY
|
235.47M
231.49M – 248.65M
+7.4% YoY
|
247.22M
243.67M – 250.91M
+5.0% YoY
|
259.23M
259.23M – 259.23M
+4.9% YoY
|
245.90M
240.09M – 252.58M
-5.1% YoY
|
252.06M
246.11M – 258.91M
+2.5% YoY
|
| Net Income |
-20.29M
est: -84.37M (+75.9%)
|
-27.29M
est: -38.09M (+28.4%)
|
-118.16M
est: -64.28M (-83.8%)
|
-176.15M
est: -152.49M (-15.5%)
|
-136.89M
est: -109.79M (-24.7%)
|
-58.53M
est: -66.55M (+12.1%)
|
2.31M
1.65M – 11.00M
+103.5% YoY
|
22.67M
13.86M – 27.02M
+882.9% YoY
|
34.83M
31.96M – 37.71M
+53.7% YoY
|
40.34M
30.71M – 50.43M
+15.8% YoY
|
54.12M
52.45M – 56.03M
+34.2% YoY
|
57.81M
56.03M – 59.85M
+6.8% YoY
|
| SGA |
62.82M
est: 81.11M (-22.6%)
|
83.43M
est: 97.14M (-14.1%)
|
175.10M
est: 121.59M (+44.0%)
|
231.65M
est: 214.28M (+8.1%)
|
226.93M
est: 244.00M (-7.0%)
|
197.73M
est: 262.19M (-24.6%)
|
300.44M
299.90M – 301.18M
+14.6% YoY
|
322.65M
317.19M – 340.71M
+7.4% YoY
|
338.76M
333.88M – 343.81M
+5.0% YoY
|
355.21M
355.21M – 355.21M
+4.9% YoY
|
336.94M
328.98M – 346.10M
-5.1% YoY
|
345.39M
337.23M – 354.77M
+2.5% YoY
|
| EPS |
-1.00
est: -1.47 (+31.7%)
|
-0.69
est: -0.66 (-4.3%)
|
-2.37
est: -2.49 (+4.8%)
|
-3.36
est: -3.41 (+1.5%)
|
-2.51
est: -1.78 (-40.9%)
|
-1.02
est: -1.09 (+6.2%)
|
0.08
0.03 – 0.18
+107.4% YoY
|
0.32
0.23 – 0.44
+291.9% YoY
|
0.55
0.52 – 0.61
+74.6% YoY
|
0.68
0.50 – 0.82
+23.4% YoY
|
0.88
0.85 – 0.91
+29.5% YoY
|
0.94
0.91 – 0.97
+6.8% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-20 | Wells Fargo | Overweight | Equal Weight | Downgrade |
| 2026-05-15 | Barclays | Overweight | Equal Weight | Downgrade |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 2/5 | 4/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
68.90M
OE per share TTM
1.14
Owner's Yield
12.93%
Maintenance CapEx ratio
85.59%
Maint CapEx / Avg PPE
8.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
250
Total invested
495.21M
Insider transactions (90d)
6
Beneficial owners (>5%)
20
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. | 6.01M | 11.70% | 5.86M | — | 6.01M | — | HC | Delaware | 2022-02-07 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 3.47M | 6.77% | — | — | 3.33M | 136.7K | IA | — | 2022-02-10 | ↗ |
| 3 | 52-0556948 | 3.45M | 6.60% | 657.9K | — | 3.45M | — | IA | Maryland | 2022-08-10 | ↗ |
| 4 | Brown Advisory Incorporated ("BAI") | 3.07M | 5.80% | 2.66M | — | — | — | HC | Brown Advisory Incorporated is a Maryland Corporation. | 2023-02-09 | ↗ |
| 5 | Brown Advisory LLC (BALLC) | 3.05M | 5.80% | 2.65M | — | — | — | IA | Brown Advisory LLC is a Maryland Limited Liability Corporation. | 2023-02-09 | ↗ |
| 6 | FMR LLC | 2.03M | 5.64% | 57.00 | — | 2.03M | — | HC | Delaware | 2020-02-07 | ↗ |
| 7 | 13G | 2.02M | 5.60% | — | 2.02M | — | 2.02M | IN | — | 2020-02-13 | ↗ |
| 8 | 85-4328500 | 1.81M | 3.30% | 720.4K | — | 1.89M | — | IA | Maryland | 2024-02-14 | ↗ |
| 9 | 159,164 | 159.2K | 0.44% | 159.2K | — | 159.2K | — | PN | Delaware | 2020-02-14 | ↗ |
| 10 | Peter J. Grua | 70.7K | 0.20% | 70.7K | — | 70.7K | — | IN | — | 2021-02-16 | ↗ |
| 11 | Brown Investment Advisory & Trust Company ("BIATC") | 16.7K | 0.00% | 16.7K | — | — | — | BK | Brown Investment Advisory & Trust Company is a Maryland Trust Company. | 2023-02-09 | ↗ |
| 12 | 10 | — | 0.00% | — | — | — | — | PN | Delaware | 2021-02-16 | ↗ |
| 13 | Edward L. Cahill | — | 0.00% | — | — | — | — | OO | — | 2021-02-16 | ↗ |
| 14 | Jonathan A. Flint | — | 0.00% | — | — | — | — | IN | — | 2021-02-12 | ↗ |
| 15 | Polaris Venture Management Co V, L.L.C. | — | 0.00% | — | — | — | — | OO | — | 2021-02-12 | ↗ |
| 16 | Polaris Venture Partners Entrepreneurs’ Fund V, L.P. | — | 0.00% | — | — | — | — | PN | — | 2021-02-12 | ↗ |
| 17 | Polaris Venture Partners Founders’ Fund V, L.P. | — | 0.00% | — | — | — | — | PN | — | 2021-02-12 | ↗ |
| 18 | Polaris Venture Partners Special Founders’ Fund V, L.P. | — | 0.00% | — | — | — | — | PN | — | 2021-02-12 | ↗ |
| 19 | Polaris Venture Partners V, L.P. | — | 0.00% | — | — | — | — | PN | — | 2021-02-12 | ↗ |
| 20 | Terrance G. McGuire | — | 0.00% | — | — | — | — | IN | — | 2021-02-12 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
250
+17 vs prev Q
New positions
73
Closed positions
58
Increased
153
Reduced
59
Put/Call ratio
3.47
Calls held
82.2K
Puts held
285.1K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 813.2K +813.2K (+100.0%) | 13.76B +13.8B (+100.0%) | 1.37% +1.366 pp | 0.02% +0.021 pp | USD16.92 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 5.74M +39.5K (+0.7%) | 97.19M -37.0M (-27.6%) | 9.65% +0.026 pp | 0.00% -0.001 pp | USD39.63 -57.3% | 26 qtrs — |
| 3 | BLACKROCK, INC. | 5.64M -56.7K (-1.0%) | 95.36M -38.5M (-28.8%) | 9.47% -0.136 pp | 0.00% -0.001 pp | USD22.91 -26.1% | 6 qtrs — |
| 4 | CAPITAL INTERNATIONAL INVESTORS | 2.85M -283.3K (-9.0%) | 48.25M -25.5M (-34.6%) | 4.79% -0.499 pp | 0.01% -0.004 pp | USD26.24 -35.5% | 12 qtrs — |
| 5 | GREENHOUSE FUNDS LLLP | 2.47M -1.4M (-36.3%) | 41.83M -49.5M (-54.2%) | 4.15% -2.398 pp | 1.51% -1.830 pp | USD23.51 -28.0% | 9 qtrs — |
| 6 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 2.40M +1.0M (+73.8%) | 40.60M +8.1M (+25.0%) | 4.03% +1.702 pp | 1.74% +0.409 pp | USD22.33 -24.2% | 14 qtrs — |
| 7 | FRANKLIN RESOURCES INC | 2.00M +446.9K (+28.8%) | 33.84M -2.7M (-7.4%) | 3.36% +0.740 pp | 0.01% -0.001 pp | USD23.84 -29.0% | 26 qtrs — |
| 8 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 2.00M +882.3K (+79.0%) | 33.82M +7.6M (+28.8%) | 3.36% +1.475 pp | 0.43% +0.031 pp | USD20.77 -18.5% | 7 qtrs — |
| 9 | NUVEEN, LLC | 1.88M +211.3K (+12.7%) | 31.74M -7.4M (-18.9%) | 3.15% +0.343 pp | 0.01% -0.002 pp | USD25.35 -33.3% | 4 qtrs — |
| 10 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 1.61M -1.1M (-39.9%) | 27.24M -35.8M (-56.8%) | 2.71% -1.815 pp | 0.28% -0.199 pp | USD22.56 -25.0% | 8 qtrs — |
| 11 | MILLENNIUM MANAGEMENT LLC | 1.57M +506.9K (+47.6%) | 26.58M +1.6M (+6.2%) | 2.64% +0.844 pp | 0.01% +0.001 pp | USD21.42 -21.0% | 22 qtrs — |
| 12 | STATE STREET CORP | 1.46M +22.4K (+1.6%) | 24.65M -9.1M (-26.9%) | 2.45% +0.027 pp | 0.00% 0.000 pp | USD32.65 -48.2% | 26 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.33M +4.9K (+0.4%) | 22.50M -8.7M (-27.8%) | 2.23% -0.001 pp | 0.00% -0.001 pp | USD36.66 -53.8% | 26 qtrs — |
| 14 | AMERICAN CENTURY COMPANIES INC | 1.04M +23.4K (+2.3%) | 17.58M -6.3M (-26.4%) | 1.75% +0.032 pp | 0.01% -0.003 pp | USD25.53 -33.7% | 5 qtrs — |
| 15 | GW&K INVESTMENT MANAGEMENT, LLC | 1.03M +57.3K (+5.9%) | 17.48M -5.5M (-23.8%) | 1.74% +0.089 pp | 0.15% -0.052 pp | USD31.50 -46.3% | 24 qtrs — |
| 16 | PROSIGHT MANAGEMENT, LP | 977.2K +977.2K (+100.0%) | 16.53M +16.5M (+100.0%) | 1.64% +1.642 pp | 3.42% +3.417 pp | USD16.92 +0.0% | 1 qtrs NEW |
| 17 | GOLDMAN SACHS GROUP INC | 912.9K +192.3K (+26.7%) | 15.45M -1.5M (-8.9%) | 1.53% +0.318 pp | 0.00% 0.000 pp | USD23.65 -28.5% | 26 qtrs — |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC | 899.1K +899.1K (+100.0%) | 15.21M +15.2M (+100.0%) | 1.51% +1.511 pp | 0.06% +0.059 pp | USD16.92 +0.0% | 1 qtrs NEW |
| 19 | ROCK SPRINGS CAPITAL MANAGEMENT LP | 876.6K +127.5K (+17.0%) | 14.83M -2.8M (-15.8%) | 1.47% +0.209 pp | 0.76% -0.269 pp | USD24.42 -30.7% | 26 qtrs — |
| 20 | SCHRODER INVESTMENT MANAGEMENT GROUP | 857.2K +58.3K (+7.3%) | 14.60M -4.2M (-22.4%) | 1.44% +0.092 pp | 0.01% -0.004 pp | USD22.69 -25.4% | 10 qtrs — |
| 21 | QUBE RESEARCH & TECHNOLOGIES LTD | 854.0K +123.9K (+17.0%) | 14.45M -2.7M (-15.9%) | 1.43% +0.203 pp | 0.01% -0.003 pp | USD24.15 -29.9% | 6 qtrs — |
| 22 | AMERIPRISE FINANCIAL INC | 846.5K +512.4K (+153.4%) | 14.32M +6.5M (+82.3%) | 1.42% +0.859 pp | 0.00% +0.001 pp | USD19.63 -13.8% | 5 qtrs — |
| 23 | DIMENSIONAL FUND ADVISORS LP | 628.3K +369.3K (+142.6%) | 10.63M +4.5M (+74.5%) | 1.06% +0.619 pp | 0.00% +0.001 pp | USD21.39 -20.9% | 16 qtrs — |
| 24 | PARK WEST ASSET MANAGEMENT LLC | 523.0K -383.0K (-42.3%) | 8.85M -12.5M (-58.5%) | 0.88% -0.650 pp | 0.73% -1.061 pp | USD26.00 -34.9% | 5 qtrs — |
| 25 | NORTHERN TRUST CORP | 520.0K -40.5K (-7.2%) | 8.80M -4.4M (-33.3%) | 0.87% -0.072 pp | 0.00% -0.001 pp | USD34.11 -50.4% | 26 qtrs — |
| 26 | BROWN ADVISORY INC | 510.9K -312.9K (-38.0%) | 8.64M -10.7M (-55.4%) | 0.86% -0.532 pp | 0.01% -0.013 pp | USD25.68 -34.1% | 26 qtrs — |
| 27 | MORGAN STANLEY | 507.8K +132.6K (+35.3%) | 8.59M -232.9K (-2.6%) | 0.85% +0.220 pp | 0.00% +0.000 pp | USD25.96 -34.8% | 26 qtrs — |
| 28 | JPMORGAN CHASE & CO | 507.2K +451.3K (+807.7%) | 8.58M +7.3M (+553.0%) | 0.85% +0.758 pp | 0.00% +0.001 pp | USD18.01 -6.1% | 26 qtrs — |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 487.5K -43.6K (-8.2%) | 8.25M -4.2M (-34.0%) | 0.82% -0.077 pp | 0.00% -0.001 pp | USD36.40 -53.5% | 26 qtrs — |
| 30 | MEROS INVESTMENT MANAGEMENT, LP | 478.3K +156.1K (+48.5%) | 8.09M +515.7K (+6.8%) | 0.80% +0.260 pp | 3.21% -0.026 pp | USD22.64 -25.3% | 3 qtrs — |
| 31 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 474.1K +645.0 (+0.1%) | 8.02M -3.1M (-28.0%) | 0.80% -0.002 pp | 0.06% -0.019 pp | USD32.46 -47.9% | 19 qtrs — |
| 32 | RIVERBRIDGE PARTNERS LLC | 459.0K -46.3K (-9.2%) | 7.77M -4.1M (-34.7%) | 0.77% -0.081 pp | 0.15% -0.055 pp | USD53.50 -68.4% | 21 qtrs — |
| 33 | AQR CAPITAL MANAGEMENT LLC | 437.1K +255.6K (+140.9%) | 7.40M +3.1M (+73.3%) | 0.73% +0.428 pp | 0.00% +0.001 pp | USD20.66 -18.1% | 5 qtrs — |
| 34 | BANK OF AMERICA CORP /DE/ | 412.6K -88.5K (-17.7%) | 6.98M -4.8M (-40.8%) | 0.69% -0.152 pp | 0.00% 0.000 pp | USD31.30 -45.9% | 26 qtrs — |
| 35 | ALGERT GLOBAL LLC | 398.8K +383.2K (+2,462.3%) | 6.75M +6.4M (+1,743.4%) | 0.67% +0.644 pp | 0.11% +0.099 pp | USD17.29 -2.1% | 14 qtrs — |
| 36 | FMR LLC | 363.0K -3.6M (-90.7%) | 6.14M -86.0M (-93.3%) | 0.61% -6.003 pp | 0.00% -0.005 pp | USD33.90 -50.1% | 26 qtrs — |
| 37 | CAMBIAR INVESTORS LLC | 358.5K +117.7K (+48.9%) | 6.07M +401.9K (+7.1%) | 0.60% +0.196 pp | 0.27% +0.014 pp | USD24.67 -31.4% | 3 qtrs — |
| 38 | ACADIAN ASSET MANAGEMENT LLC | 337.7K +75.5K (+28.8%) | 5.71M -452.0K (-7.3%) | 0.57% +0.125 pp | 0.01% -0.001 pp | USD24.28 -30.3% | 6 qtrs — |
| 39 | TUDOR INVESTMENT CORP ET AL | 336.7K +159.3K (+89.8%) | 5.70M +1.5M (+36.5%) | 0.57% +0.266 pp | 0.01% +0.003 pp | USD20.40 -17.1% | 6 qtrs — |
| 40 | ARROWMARK COLORADO HOLDINGS LLC | 328.3K -23.2K (-6.6%) | 5.56M -2.7M (-32.8%) | 0.55% -0.042 pp | 0.12% -0.031 pp | USD23.41 -27.7% | 9 qtrs — |
| 41 | JANE STREET GROUP, LLC | 313.9K +287.3K (+1,079.2%) | 5.31M +4.7M (+748.3%) | 0.53% +0.483 pp | 0.00% +0.001 pp | USD17.48 -3.2% | 22 qtrs — |
| 42 | PANAGORA ASSET MANAGEMENT INC | 305.1K +50.2K (+19.7%) | 5.16M -831.7K (-13.9%) | 0.51% +0.083 pp | 0.02% -0.006 pp | USD25.50 -33.6% | 4 qtrs — |
| 43 | PALISADE CAPITAL MANAGEMENT, LP | 300.3K -44.1K (-12.8%) | 5.08M -3.0M (-37.3%) | 0.50% -0.077 pp | 0.15% -0.069 pp | USD23.52 -28.1% | 2 qtrs — |
| 44 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 298.0K +221.8K (+291.1%) | 5.04M +3.3M (+181.4%) | 0.50% +0.372 pp | 0.01% +0.005 pp | USD18.61 -9.1% | 2 qtrs — |
| 45 | SQUAREPOINT OPS LLC | 291.1K +58.1K (+24.9%) | 4.93M -555.2K (-10.1%) | 0.49% +0.096 pp | 0.01% 0.000 pp | USD23.48 -27.9% | 24 qtrs — |
| 46 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 286.3K +210.5K (+278.1%) | 4.84M +3.1M (+172.0%) | 0.48% +0.353 pp | 0.04% +0.020 pp | USD19.44 -13.0% | 7 qtrs — |
| 47 | STATE OF WISCONSIN INVESTMENT BOARD | 269.3K -106.6K (-28.4%) | 4.56M -4.3M (-48.5%) | 0.45% -0.182 pp | 0.01% -0.010 pp | USD26.34 -35.8% | 19 qtrs — |
| 48 | KING LUTHER CAPITAL MANAGEMENT CORP | 268.3K +169.9K (+172.6%) | 4.54M +2.2M (+96.1%) | 0.45% +0.285 pp | 0.02% +0.009 pp | USD20.87 -18.9% | 3 qtrs — |
| 49 | RUSSELL INVESTMENTS GROUP, LTD. | 266.8K +117.3K (+78.5%) | 4.51M +998.2K (+28.4%) | 0.45% +0.196 pp | 0.00% +0.001 pp | USD20.66 -18.1% | 26 qtrs — |
| 50 | NOMURA HOLDINGS INC | 251.2K +251.2K (+100.0%) | 4.25M +4.3M (+100.0%) | 0.42% +0.422 pp | 0.01% +0.006 pp | USD16.92 +0.0% | 1 qtrs NEW |
| 51 | NICHOLAS COMPANY, INC. | 248.7K +36.5K (+17.2%) | 4.21M -782.3K (-15.7%) | 0.42% +0.060 pp | 0.07% -0.011 pp | USD24.47 -30.9% | 5 qtrs — |
| 52 | POINT72 ASSET MANAGEMENT, L.P. | 235.6K -244.4K (-50.9%) | 3.99M -7.3M (-64.7%) | 0.40% -0.414 pp | 0.00% -0.014 pp | USD23.52 -28.1% | 2 qtrs — |
| 53 | BANK OF NEW YORK MELLON CORP | 215.3K +8.1K (+3.9%) | 3.64M -1.2M (-25.2%) | 0.36% +0.012 pp | 0.00% 0.000 pp | USD33.66 -49.7% | 26 qtrs — |
| 54 | UBS GROUP AG | 215.0K +16.5K (+8.3%) | 3.64M -1.0M (-22.1%) | 0.36% +0.026 pp | 0.00% 0.000 pp | USD26.61 -36.4% | 26 qtrs — |
| 55 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 211.4K +37.8K (+21.8%) | 3.58M -506.3K (-12.4%) | 0.36% +0.062 pp | 0.01% -0.004 pp | USD24.62 -31.3% | 5 qtrs — |
| 56 | MOODY NATIONAL BANK TRUST DIVISION | 195.9K +76.3K (+63.8%) | 3.32M +502.4K (+17.9%) | 0.33% +0.127 pp | 0.32% +0.082 pp | USD21.93 -22.8% | 14 qtrs — |
| 57 | WOODLINE PARTNERS LP | 191.0K +191.0K (+100.0%) | 3.23M +3.2M (+100.0%) | 0.32% +0.321 pp | 0.01% +0.013 pp | USD16.92 +0.0% | 1 qtrs NEW |
| 58 | BELLEVUE GROUP AG | 183.2K -129.8K (-41.5%) | 3.10M -4.3M (-57.9%) | 0.31% -0.220 pp | 0.06% -0.094 pp | USD32.02 -47.2% | 26 qtrs — |
| 59 | BOSTON PARTNERS | 170.1K +37.8K (+28.6%) | 2.88M -233.1K (-7.5%) | 0.29% +0.063 pp | 0.00% 0.000 pp | USD23.87 -29.1% | 8 qtrs — |
| 60 | ALLIANZ ASSET MANAGEMENT GMBH | 167.6K +518.0 (+0.3%) | 2.84M -1.1M (-27.8%) | 0.28% 0.000 pp | 0.00% -0.002 pp | USD28.26 -40.1% | 12 qtrs — |
| 61 | CONNORS INVESTOR SERVICES INC | 162.6K +52.6K (+47.8%) | 2.75M +163.1K (+6.3%) | 0.27% +0.088 pp | 0.24% +0.016 pp | USD23.85 -29.1% | 3 qtrs — |
| 62 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 145.0K +145.0K (+100.0%) | 2.45M +2.5M (+100.0%) | 0.24% +0.244 pp | 0.04% +0.036 pp | USD16.92 +0.0% | 1 qtrs NEW |
| 63 | ARCADIA INVESTMENT MANAGEMENT CORP/MI | 138.1K +15.1K (+12.3%) | 2.34M -556.3K (-19.2%) | 0.23% +0.025 pp | 0.38% -0.067 pp | USD22.51 -24.8% | 11 qtrs — |
| 64 | NEW YORK STATE COMMON RETIREMENT FUND | 136.9K +— (+0.0%) | 2.32M -903.2K (-28.1%) | 0.23% -0.001 pp | 0.00% -0.001 pp | USD24.18 -30.0% | 26 qtrs — |
| 65 | VICTORY CAPITAL MANAGEMENT INC | 130.6K -244.2K (-65.1%) | 2.21M -6.6M (-74.9%) | 0.22% -0.413 pp | 0.00% -0.004 pp | USD25.70 -34.2% | 4 qtrs — |
| 66 | VOYA INVESTMENT MANAGEMENT LLC | 121.5K -10.3K (-7.8%) | 2.06M -1.0M (-33.7%) | 0.20% -0.018 pp | 0.00% -0.001 pp | USD23.82 -29.0% | 24 qtrs — |
| 67 | SWISS NATIONAL BANK | 118.2K +2.9K (+2.5%) | 2.00M -711.9K (-26.3%) | 0.20% +0.004 pp | 0.00% 0.000 pp | USD37.99 -55.5% | 25 qtrs — |
| 68 | SEI INVESTMENTS CO | 114.1K -55.0K (-32.5%) | 1.93M -2.0M (-51.5%) | 0.19% -0.094 pp | 0.00% -0.002 pp | USD25.54 -33.8% | 25 qtrs — |
| 69 | BARCLAYS PLC | 113.9K +19.0K (+20.0%) | 1.93M -235.5K (-10.9%) | 0.19% +0.031 pp | 0.00% 0.000 pp | USD23.23 -27.2% | 16 qtrs — |
| 70 | CONESTOGA CAPITAL ADVISORS, LLC | 111.3K +34.8K (+45.4%) | 1.88M +82.9K (+4.6%) | 0.19% +0.058 pp | 0.03% +0.003 pp | USD23.96 -29.4% | 13 qtrs — |
| 71 | BIRCHVIEW CAPITAL, LP | 110.7K -4.0K (-3.5%) | 1.87M -824.7K (-30.6%) | 0.19% -0.008 pp | 1.10% -0.940 pp | USD24.61 -31.2% | 16 qtrs — |
| 72 | WELLS FARGO & COMPANY/MN | 106.1K +43.0K (+68.2%) | 1.79M +311.5K (+21.0%) | 0.18% +0.072 pp | 0.00% +0.000 pp | USD22.25 -24.0% | 26 qtrs — |
| 73 | ESSEX INVESTMENT MANAGEMENT CO LLC | 102.4K -2.5K (-2.4%) | 1.73M -734.4K (-29.8%) | 0.17% -0.005 pp | 0.26% -0.113 pp | USD25.49 -33.6% | 14 qtrs — |
| 74 | UBS ASSET MANAGEMENT AMERICAS INC | 91.1K -1.6M (-94.5%) | 1.54M -37.1M (-96.0%) | 0.15% -2.618 pp | 0.00% -0.008 pp | USD23.50 -28.0% | 23 qtrs — |
| 75 | RHUMBLINE ADVISERS | 84.6K -2.6K (-3.0%) | 1.43M -619.2K (-30.2%) | 0.14% -0.005 pp | 0.00% -0.001 pp | USD30.77 -45.0% | 26 qtrs — |
| 76 | INVESCO LTD. | 82.2K +9.5K (+13.1%) | 1.39M -318.6K (-18.6%) | 0.14% +0.016 pp | 0.00% 0.000 pp | USD24.79 -31.7% | 25 qtrs — |
| 77 | SCHWARTZ INVESTMENT COUNSEL INC | 78.7K +29.7K (+60.6%) | 1.33M +179.1K (+15.5%) | 0.13% +0.050 pp | 0.05% +0.008 pp | USD21.03 -19.5% | 2 qtrs — |
| 78 | CITADEL ADVISORS LLC | 74.6K +36.1K (+93.7%) | 1.26M +356.2K (+39.3%) | 0.13% +0.060 pp | 0.00% +0.000 pp | USD20.51 -17.5% | 26 qtrs — |
| 79 | TANDEM CAPITAL MANAGEMENT CORP /ADV | 72.3K -3.6K (-4.7%) | 1.22M -561.0K (-31.4%) | 0.12% -0.007 pp | 0.56% -0.274 pp | USD23.52 -28.1% | 2 qtrs — |
| 80 | SG AMERICAS SECURITIES, LLC | 71.1K +71.1K (+100.0%) | 1.20M +1.2M (+100.0%) | 0.12% +0.119 pp | 0.00% +0.002 pp | USD16.92 +0.0% | 6 qtrs — |
| 81 | PRICE T ROWE ASSOCIATES INC /MD/ | 70.4K +5.6K (+8.6%) | 1.19M -334.0K (-21.9%) | 0.12% +0.009 pp | 0.00% +0.000 pp | USD36.00 -53.0% | 26 qtrs — |
| 82 | MOORE CAPITAL MANAGEMENT, LP | 67.8K +67.8K (+100.0%) | 1.15M +1.1M (+100.0%) | 0.11% +0.114 pp | 0.02% +0.017 pp | USD16.92 +0.0% | 1 qtrs NEW |
| 83 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 67.7K +39.5K (+140.5%) | 1.15M +483.0K (+73.0%) | 0.11% +0.066 pp | 0.26% +0.147 pp | USD19.66 -13.9% | 2 qtrs — |
| 84 | DEUTSCHE BANK AG\ | 66.3K +1.5K (+2.4%) | 1.12M -401.3K (-26.4%) | 0.11% +0.002 pp | 0.00% 0.000 pp | USD26.60 -36.4% | 26 qtrs — |
| 85 | WESBANCO BANK INC | 64.5K +— (+0.0%) | 1.09M -425.7K (-28.1%) | 0.11% -0.001 pp | 0.03% -0.012 pp | USD23.73 -28.7% | 6 qtrs — |
| 86 | ALLIANCEBERNSTEIN L.P. | 62.5K -212.0 (-0.3%) | 1.06M -417.5K (-28.3%) | 0.11% -0.001 pp | 0.00% 0.000 pp | USD32.20 -47.5% | 24 qtrs — |
| 87 | JEFFERIES FINANCIAL GROUP INC. | 59.5K +59.5K (+100.0%) | 1.01M +1.0M (+100.0%) | 0.10% +0.100 pp | 0.01% +0.005 pp | USD16.92 +0.0% | 1 qtrs NEW |
| 88 | ENGINEERS GATE MANAGER LP | 58.2K +21.6K (+58.9%) | 985.2K +123.3K (+14.3%) | 0.10% +0.036 pp | 0.01% +0.002 pp | USD21.07 -19.7% | 6 qtrs — |
| 89 | VIRGINIA RETIREMENT SYSTEMS ET AL | 58.0K +34.6K (+147.1%) | 981.9K +429.6K (+77.8%) | 0.10% +0.058 pp | 0.01% +0.002 pp | USD20.35 -16.9% | 4 qtrs — |
| 90 | LEGAL & GENERAL GROUP PLC | 57.9K -13.1K (-18.4%) | 979.9K -690.0K (-41.3%) | 0.10% -0.023 pp | 0.00% 0.000 pp | USD39.63 -57.3% | 26 qtrs — |
| 91 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 55.5K -8.0 (0.0%) | 939.8K -366.8K (-28.1%) | 0.09% 0.000 pp | 0.00% 0.000 pp | USD33.13 -48.9% | 26 qtrs — |
| 92 | CINCTIVE CAPITAL MANAGEMENT LP | 54.8K +54.8K (+100.0%) | 926.9K +926.9K (+100.0%) | 0.09% +0.092 pp | 0.05% +0.050 pp | USD16.92 +0.0% | 1 qtrs NEW |
| 93 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 54.1K -2.8K (-4.9%) | 915.8K -422.8K (-31.6%) | 0.09% -0.005 pp | 0.00% -0.001 pp | USD20.84 -18.8% | 7 qtrs — |
| 94 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52.8K -22.3K (-29.7%) | 893.4K -873.0K (-49.4%) | 0.09% -0.038 pp | 0.00% 0.000 pp | USD23.56 -28.2% | 21 qtrs — |
| 95 | PRINCIPAL FINANCIAL GROUP INC | 52.7K +15.6K (+42.2%) | 891.0K +20.3K (+2.3%) | 0.09% +0.026 pp | 0.00% +0.000 pp | USD22.99 -26.4% | 4 qtrs — |
| 96 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 52.0K +52.0K (+100.0%) | 879.5K +879.5K (+100.0%) | 0.09% +0.087 pp | 0.00% +0.002 pp | USD16.92 +0.0% | 1 qtrs NEW |
| 97 | DIVERSIFIED TRUST CO | 51.4K +5.6K (+12.2%) | 870.1K -207.7K (-19.3%) | 0.09% +0.009 pp | 0.02% -0.006 pp | USD22.91 -26.1% | 8 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 83 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR FactSet Innovative Technology ETF XITK | 0.64% | 467.4K | 0.45% |
| 2 | VictoryShares Small Cap Free Cash Flow ETF SFLO | 0.45% | 2.88M | 0.56% |
| 3 | First Trust Active Factor Small Cap ETF AFSM | 0.35% | 392.9K | 0.75% |
| 4 | Inspire Small/Mid Cap ETF ISMD | 0.21% | 691.4K | 0.53% |
| 5 | Vanguard U.S. Value Factor ETF VFVA | 0.17% | 1.41M | 0.13% |
| 6 | Lazard US Systematic Small Cap Equity ETF SYZ | 0.14% | 74.7K | 0.74% |
| 7 | Vanguard Global Value Factor ETF VVL.TO | 0.11% | 649.0K | 0.38% |
| 8 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.10% | 86.1K | 0.89% |
| 9 | iShares U.S. Healthcare Providers ETF IHF | 0.09% | 1.09M | 0.38% |
| 10 | Principal U.S. Small-Cap Multi-Factor ETF PSC | 0.09% | 1.12M | 0.38% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.83
Neutral
Ratio by volume
3.00
Bullish
Buys
15
Sells
18
Shares acquired
519.1K
Shares disposed
160.9K
Cash buys
2.00
Cash sales
6.00
Net activity
+358,237
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 431 | 8.85 | 3.8K | 24,233 | D | ↗ |
| 2026-04-30 | Munson Gillian | Director | A-Award | A | Common Stock | 1,085 | 9.21 | 10.0K | 46,814 | D | ↗ |
| 2026-04-30 | Goldstein Lainie | Director | A-Award | A | Common Stock | 1,085 | 9.21 | 10.0K | 51,195 | D | ↗ |
| 2026-04-30 | CAHILL EDWARD L | Director | A-Award | A | Common Stock | 1,085 | 9.21 | 10.0K | 65,613 | D | ↗ |
| 2026-04-20 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 6,176 | 9.06 | 56.0K | 157,309 | D | ↗ |
| 2026-04-17 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 1,327 | 9.28 | 12.3K | 24,664 | D | ↗ |
| 2026-04-16 | Linetsky David | Officer | F-InKind | D | Common Stock | 229 | 9.17 | 2.1K | 12,134 | I | ↗ |
| 2026-04-16 | Hui Yvonne | Officer | F-InKind | D | Common Stock | 996 | 9.17 | 9.1K | 36,054 | D | ↗ |
| 2026-04-15 | Hui Yvonne | Officer | F-InKind | D | Common Stock | 314 | 8.56 | 2.7K | 37,050 | D | ↗ |
| 2026-04-10 | Linetsky David | Officer | S-Sale | D | Common Stock | 8,332 | 8.07 | 67.2K | 224,056 | D | ↗ |
| 2026-04-10 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 14,483 | 8.07 | 116.9K | 163,485 | D | ↗ |
| 2026-04-09 | VanDuyn Amy Beth | Officer | F-InKind | D | Common Stock | 9,193 | 9.15 | 84.1K | 168,907 | D | ↗ |
| 2026-04-09 | Roberts Evan | Officer | F-InKind | D | Common Stock | 19,626 | 9.15 | 179.6K | 842,501 | D | ↗ |
| 2026-04-09 | Linetsky David | Officer | F-InKind | D | Common Stock | 914 | 9.15 | 8.4K | 12,363 | I | ↗ |
| 2026-04-09 | Indig Chaim | Director / Officer | F-InKind | D | Common Stock | 33,008 | 9.15 | 302.0K | 1,389,595 | D | ↗ |
| 2026-04-09 | Hui Yvonne | Officer | F-InKind | D | Common Stock | 5,438 | 9.15 | 49.8K | 37,364 | D | ↗ |
| 2026-04-09 | Hoffman Allison C | Officer | F-InKind | D | Common Stock | 15,161 | 9.15 | 138.7K | 177,968 | D | ↗ |
| 2026-04-09 | Gandhi Balaji | Officer | F-InKind | D | Common Stock | 25,382 | 9.15 | 232.2K | 156,931 | D | ↗ |
| 2026-04-06 | VanDuyn Amy Beth | Officer | A-Award | A | Common Stock | 20,751 | 9.15 | 189.9K | 178,100 | D | ↗ |
| 2026-04-06 | Roberts Evan | Officer | A-Award | A | Common Stock | 35,573 | 9.15 | 325.5K | 862,127 | D | ↗ |
| 2026-04-06 | Linetsky David | Officer | A-Award | A | Common Stock | 2,209 | 9.15 | 20.2K | 13,277 | I | ↗ |
| 2026-04-06 | Kessler Jon | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-04-06 | Indig Chaim | Director / Officer | A-Award | A | Common Stock | 61,068 | 9.15 | 558.8K | 1,422,603 | D | ↗ |
| 2026-04-06 | Hui Yvonne | Officer | A-Award | A | Common Stock | 13,636 | 9.15 | 124.8K | 42,802 | D | ↗ |
| 2026-04-06 | Hoffman Allison C | Officer | A-Award | A | Common Stock | 29,644 | 9.15 | 271.2K | 193,129 | D | ↗ |
| 2026-04-06 | Gandhi Balaji | Officer | A-Award | A | Common Stock | 35,573 | 9.15 | 325.5K | 182,313 | D | ↗ |
| 2026-04-02 | Pale Fire Capital SE | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 106,236 | 8.31 | 882.4K | 8,924,329 | I | ↗ |
| 2026-04-01 | Pale Fire Capital SE | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 168,764 | 8.43 | 1.42M | 8,818,093 | I | ↗ |
| 2026-03-31 | Pale Fire Capital SE | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 1,000,500 | 8.16 | 8.16M | 8,649,329 | I | ↗ |
| 2026-03-25 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 3,829 | 11.26 | 43.1K | 146,740 | D | ↗ |
| 2026-03-23 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 6,176 | 11.97 | 73.9K | 163,485 | D | ↗ |
| 2026-03-19 | Pale Fire Capital SE | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 780,009 | 11.69 | 9.12M | 7,648,829 | I | ↗ |
| 2026-03-18 | Pale Fire Capital SE | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 519,196 | 11.15 | 5.79M | 6,868,820 | I | ↗ |
| 2026-03-18 | Linetsky David | Officer | S-Sale | D | Common Stock | 107 | 11.06 | 1.2K | 11,068 | I | ↗ |
| 2026-03-17 | Pale Fire Capital SE | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 per share | 303,300 | 11.20 | 3.40M | 6,349,624 | I | ↗ |
| 2026-01-30 | Munson Gillian | Director | A-Award | A | Common Stock | 744 | 13.43 | 10.0K | 45,729 | D | ↗ |
| 2026-01-30 | Goldstein Lainie | Director | A-Award | A | Common Stock | 744 | 13.43 | 10.0K | 50,110 | D | ↗ |
| 2026-01-30 | CAHILL EDWARD L | Director | A-Award | A | Common Stock | 744 | 13.43 | 10.0K | 64,528 | D | ↗ |
| 2026-01-16 | VanDuyn Amy Beth | Officer | S-Sale | D | Common Stock | 2,202 | 16.36 | 36.0K | 157,349 | D | ↗ |
| 2026-01-16 | Roberts Evan | Officer | S-Sale | D | Common Stock | 6,268 | 16.36 | 102.5K | 826,554 | D | ↗ |
| 2026-01-16 | Linetsky David | Officer | S-Sale | D | Common Stock | 6,038 | 16.36 | 98.8K | 223,942 | D | ↗ |
| 2026-01-16 | Indig Chaim | Director / Officer | S-Sale | D | Common Stock | 9,595 | 16.36 | 156.9K | 1,361,535 | D | ↗ |
| 2026-01-16 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 3,995 | 16.36 | 65.3K | 169,661 | D | ↗ |
| 2026-01-16 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 4,687 | 16.36 | 76.7K | 150,569 | D | ↗ |
| 2026-01-15 | VanDuyn Amy Beth | Officer | S-Sale | D | Common Stock | 687 | 16.38 | 11.3K | 159,551 | D | ↗ |
| 2026-01-15 | Roberts Evan | Officer | S-Sale | D | Common Stock | 1,810 | 16.38 | 29.6K | 832,822 | D | ↗ |
| 2026-01-15 | Linetsky David | Officer | S-Sale | D | Common Stock | 1,743 | 16.38 | 28.5K | 229,980 | D | ↗ |
| 2026-01-15 | Indig Chaim | Director / Officer | S-Sale | D | Common Stock | 3,038 | 16.38 | 49.8K | 1,371,130 | D | ↗ |
| 2026-01-15 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 379 | 16.17 | 6.1K | 29,166 | D | ↗ |
| 2026-01-15 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 1,106 | 16.38 | 18.1K | 173,656 | D | ↗ |
| 2026-01-15 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 975 | 16.38 | 16.0K | 155,256 | D | ↗ |
| 2026-01-14 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 365 | 16.36 | 6.0K | 29,545 | D | ↗ |
| 2026-01-08 | VanDuyn Amy Beth | Officer | S-Sale | D | Common Stock | 2,602 | 17.01 | 44.3K | 160,238 | D | ↗ |
| 2026-01-08 | Roberts Evan | Officer | S-Sale | D | Common Stock | 6,317 | 17.01 | 107.4K | 834,632 | D | ↗ |
| 2026-01-08 | Linetsky David | Officer | S-Sale | D | Common Stock | 6,106 | 17.01 | 103.8K | 231,723 | D | ↗ |
| 2026-01-08 | Indig Chaim | Director / Officer | S-Sale | D | Common Stock | 8,440 | 17.01 | 143.5K | 1,374,168 | D | ↗ |
| 2026-01-08 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 372 | 17.47 | 6.5K | 29,910 | D | ↗ |
| 2026-01-08 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 6,585 | 17.01 | 112.0K | 174,762 | D | ↗ |
| 2026-01-08 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 8,009 | 17.01 | 136.2K | 156,231 | D | ↗ |
| 2025-12-31 | Hui Yvonne | Officer | A-Award | A | Common Stock | 372 | 14.38 | 5.3K | 30,282 | D | ↗ |
| 2025-12-31 | Hoffman Allison C | Officer | A-Award | A | Common Stock | 610 | 14.38 | 8.8K | 181,347 | D | ↗ |
| 2025-12-19 | VanDuyn Amy Beth | Officer | M-Exempt | A | Common Stock | 18,000 | 4.71 | 84.8K | 162,840 | D | ↗ |
| 2025-12-17 | Roberts Evan | Officer | M-Exempt | D | Stock Option (Right to Buy) | 44,935 | 4.71 | 211.6K | 0 | D | ↗ |
| 2025-12-17 | Linetsky David | Officer | S-Sale | D | Common Stock | 94 | 16.49 | 1.5K | 9,789 | I | ↗ |
| 2025-12-17 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 426 | 16.25 | 6.9K | 29,910 | D | ↗ |
| 2025-12-05 | VanDuyn Amy Beth | Officer | A-Award | A | Common Stock | 33,000 | 0.00 | — | 144,840 | D | ↗ |
| 2025-12-05 | Roberts Evan | Officer | A-Award | A | Common Stock | 66,000 | 0.00 | — | 790,949 | D | ↗ |
| 2025-12-05 | Linetsky David | Officer | A-Award | A | Common Stock | 66,000 | 0.00 | — | 237,829 | D | ↗ |
| 2025-12-05 | Indig Chaim | Director / Officer | A-Award | A | Common Stock | 130,000 | 0.00 | — | 1,382,608 | D | ↗ |
| 2025-12-05 | Hoffman Allison C | Officer | A-Award | A | Common Stock | 45,000 | 0.00 | — | 180,737 | D | ↗ |
| 2025-12-05 | Gandhi Balaji | Officer | A-Award | A | Common Stock | 66,000 | 0.00 | — | 164,240 | D | ↗ |
| 2025-10-31 | Munson Gillian | Director | A-Award | A | Common Stock | 441 | 22.64 | 10.0K | 44,985 | D | ↗ |
| 2025-10-31 | Goldstein Lainie | Director | A-Award | A | Common Stock | 441 | 22.64 | 10.0K | 49,366 | D | ↗ |
| 2025-10-31 | CAHILL EDWARD L | Director | A-Award | A | Common Stock | 441 | 22.64 | 10.0K | 63,784 | D | ↗ |
| 2025-10-17 | VanDuyn Amy Beth | Officer | S-Sale | D | Common Stock | 639 | 22.36 | 14.3K | 111,840 | D | ↗ |
| 2025-10-17 | Roberts Evan | Officer | S-Sale | D | Common Stock | 1,888 | 22.36 | 42.2K | 724,949 | D | ↗ |
| 2025-10-17 | Linetsky David | Officer | S-Sale | D | Common Stock | 2,059 | 22.36 | 46.0K | 171,829 | D | ↗ |
| 2025-10-17 | Indig Chaim | Director / Officer | S-Sale | D | Common Stock | 3,163 | 22.36 | 70.7K | 1,252,608 | D | ↗ |
| 2025-10-17 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 1,241 | 22.36 | 27.8K | 135,737 | D | ↗ |
| 2025-10-17 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 885 | 22.36 | 19.8K | 98,240 | D | ↗ |
| 2025-10-15 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 302 | 23.05 | 7.0K | 30,336 | D | ↗ |
| 2025-09-18 | Linetsky David | Officer | S-Sale | D | Common Stock | 93 | 23.94 | 2.2K | 9,883 | I | ↗ |
| 2025-09-17 | Linetsky David | Officer | S-Sale | D | Common Stock | 1,064 | 23.50 | 25.0K | 173,888 | D | ↗ |
| 2025-09-17 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 2,059 | 23.50 | 48.4K | 136,978 | D | ↗ |
| 2025-09-16 | VanDuyn Amy Beth | Officer | S-Sale | D | Common Stock | 1,762 | 23.28 | 41.0K | 112,479 | D | ↗ |
| 2025-09-16 | Roberts Evan | Officer | S-Sale | D | Common Stock | 3,761 | 23.28 | 87.6K | 726,837 | D | ↗ |
| 2025-09-16 | Linetsky David | Officer | S-Sale | D | Common Stock | 2,051 | 23.28 | 47.8K | 175,066 | D | ↗ |
| 2025-09-16 | Indig Chaim | Director / Officer | S-Sale | D | Common Stock | 6,328 | 23.28 | 147.3K | 1,255,771 | D | ↗ |
| 2025-09-16 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 940 | 23.28 | 21.9K | 30,638 | D | ↗ |
| 2025-09-16 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 3,133 | 23.28 | 73.0K | 139,037 | D | ↗ |
| 2025-09-16 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 4,183 | 23.28 | 97.4K | 99,125 | D | ↗ |
| 2025-09-11 | VanDuyn Amy Beth | Officer | A-Award | A | Common Stock | 3,634 | 25.48 | 92.6K | 114,241 | D | ↗ |
| 2025-09-11 | Roberts Evan | Officer | A-Award | A | Common Stock | 6,230 | 25.48 | 158.7K | 730,598 | D | ↗ |
| 2025-09-11 | Linetsky David | Officer | A-Award | A | Common Stock | 3,115 | 25.48 | 79.4K | 177,117 | D | ↗ |
| 2025-09-11 | Indig Chaim | Director / Officer | A-Award | A | Common Stock | 10,696 | 25.48 | 272.5K | 1,262,099 | D | ↗ |
| 2025-09-11 | Hui Yvonne | Officer | A-Award | A | Common Stock | 2,388 | 25.48 | 60.8K | 31,578 | D | ↗ |
| 2025-09-11 | Hoffman Allison C | Officer | A-Award | A | Common Stock | 5,192 | 25.48 | 132.3K | 142,170 | D | ↗ |
| 2025-09-11 | Gandhi Balaji | Officer | A-Award | A | Common Stock | 6,230 | 25.48 | 158.7K | 103,308 | D | ↗ |
| 2025-08-28 | Roberts Evan | Officer | S-Sale | D | Common Stock | 3,400 | 32.46 | 110.4K | 724,368 | D | ↗ |
| 2025-08-28 | Indig Chaim | Director / Officer | M-Exempt | A | Common Stock | 5,913 | 8.03 | 47.5K | 1,259,149 | D | ↗ |
| 2025-08-27 | Roberts Evan | Officer | S-Sale | D | Common Stock | 45,147 | 32.02 | 1.45M | 727,768 | D | ↗ |
| 2025-08-27 | Indig Chaim | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 21,870 | 4.71 | 103.0K | 1,833 | D | ↗ |
| 2025-08-25 | Weintraub Michael | Director | M-Exempt | A | Common Stock | 6,887 | 4.71 | 32.4K | 165,116 | D | ↗ |
| 2025-08-25 | VanDuyn Amy Beth | Officer | S-Sale | D | Common Stock | 18,573 | 30.37 | 564.1K | 110,607 | D | ↗ |
| 2025-08-25 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 9,583 | 30.01 | 287.6K | 97,078 | D | ↗ |
| 2025-08-22 | Linetsky David | Officer | S-Sale | D | Common Stock | 17,445 | 29.73 | 518.7K | 174,002 | D | ↗ |
| 2025-08-18 | Linetsky David | Officer | S-Sale | D | Common Stock | 78 | 29.16 | 2.3K | 9,717 | I | ↗ |
| 2025-07-31 | Munson Gillian | Director | A-Award | A | Common Stock | 370 | 26.96 | 10.0K | 44,544 | D | ↗ |
| 2025-07-31 | Goldstein Lainie | Director | A-Award | A | Common Stock | 370 | 26.96 | 10.0K | 48,925 | D | ↗ |
| 2025-07-31 | CAHILL EDWARD L | Director | A-Award | A | Common Stock | 370 | 26.96 | 10.0K | 63,343 | D | ↗ |
| 2025-07-18 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 626 | 26.23 | 16.4K | 29,190 | D | ↗ |
| 2025-07-17 | VanDuyn Amy Beth | Officer | S-Sale | D | Common Stock | 640 | 26.89 | 17.2K | 129,180 | D | ↗ |
| 2025-07-17 | Roberts Evan | Officer | S-Sale | D | Common Stock | 1,892 | 26.89 | 50.9K | 772,915 | D | ↗ |
| 2025-07-17 | Linetsky David | Officer | S-Sale | D | Common Stock | 2,063 | 26.89 | 55.5K | 191,447 | D | ↗ |
| 2025-07-17 | Indig Chaim | Director / Officer | S-Sale | D | Common Stock | 3,171 | 26.89 | 85.3K | 1,251,403 | D | ↗ |
| 2025-07-17 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 465 | 26.89 | 12.5K | 29,816 | D | ↗ |
| 2025-07-17 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 1,245 | 26.89 | 33.5K | 136,978 | D | ↗ |
| 2025-07-17 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 886 | 26.89 | 23.8K | 106,661 | D | ↗ |
| 2025-07-16 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 422 | 26.95 | 11.4K | 30,281 | D | ↗ |
| 2025-07-15 | Linetsky David | Officer | A-Award | A | Common Stock | 1,500 | 26.73 | 40.1K | 11,175 | I | ↗ |
| 2025-07-15 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 307 | 27.27 | 8.4K | 30,703 | D | ↗ |
| 2025-07-15 | Egbuonu-Davis Lisa | Director | S-Sale | D | Common Stock | 465 | 27.64 | 12.9K | 21,572 | D | ↗ |
| 2025-07-07 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 571 | 28.85 | 16.5K | 31,010 | D | ↗ |
| 2025-07-02 | Smith Mark Douglas | Director | M-Exempt | D | Stock Option | 7,000 | 4.71 | 33.0K | 51,193 | D | ↗ |
| 2025-06-30 | Hui Yvonne | Officer | A-Award | A | Common Stock | 571 | 21.41 | 12.2K | 31,581 | D | ↗ |
| 2025-06-30 | Hoffman Allison C | Officer | A-Award | A | Common Stock | 302 | 21.41 | 6.5K | 138,223 | D | ↗ |
| 2025-06-27 | Linetsky David | Officer | S-Sale | D | Common Stock | 23,729 | 28.50 | 676.2K | 193,510 | D | ↗ |
| 2025-06-26 | Egbuonu-Davis Lisa | Director | S-Sale | D | Common Stock | 2,802 | 27.67 | 77.5K | 22,037 | D | ↗ |
| 2025-06-25 | Weintraub Michael | Director | A-Award | A | Common Stock | 6,700 | 27.61 | 185.0K | 158,229 | D | ↗ |
| 2025-06-25 | Smith Mark Douglas | Director | A-Award | A | Common Stock | 6,700 | 27.61 | 185.0K | 37,353 | D | ↗ |
| 2025-06-25 | Sayar Ramin | Director | A-Award | A | Common Stock | 6,700 | 27.61 | 185.0K | 33,435 | D | ↗ |
| 2025-06-25 | Munson Gillian | Director | A-Award | A | Common Stock | 6,700 | 27.61 | 185.0K | 44,174 | D | ↗ |
| 2025-06-25 | Goldstein Lainie | Director | A-Award | A | Common Stock | 6,700 | 27.61 | 185.0K | 48,555 | D | ↗ |
| 2025-06-25 | Egbuonu-Davis Lisa | Director | A-Award | A | Common Stock | 6,700 | 27.61 | 185.0K | 24,839 | D | ↗ |
| 2025-06-25 | CAHILL EDWARD L | Director | A-Award | A | Common Stock | 6,700 | 27.61 | 185.0K | 62,973 | D | ↗ |
| 2025-06-18 | Linetsky David | Officer | S-Sale | D | Common Stock | 67 | 25.61 | 1.7K | 9,795 | I | ↗ |
| 2025-06-17 | Linetsky David | Officer | S-Sale | D | Common Stock | 42 | 25.17 | 1.1K | 9,862 | I | ↗ |
| 2025-06-10 | Weintraub Michael | Director | S-Sale | D | Common Stock | 2,569 | 27.86 | 71.6K | 143,039 | D | ↗ |
| 2025-06-10 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 582 | 28.00 | 16.3K | 31,010 | D | ↗ |
| 2025-06-09 | Weintraub Michael | Director | S-Sale | D | Common Stock | 7,431 | 27.51 | 204.4K | 143,039 | D | ↗ |
| 2025-05-15 | Hui Yvonne | Officer | A-Award | A | Common Stock | 9,000 | 0.00 | — | 31,592 | D | ↗ |
| 2025-04-30 | Munson Gillian | Director | A-Award | A | Common Stock | 400 | 24.96 | 10.0K | 37,474 | D | ↗ |
| 2025-04-30 | Goldstein Lainie | Director | A-Award | A | Common Stock | 400 | 24.96 | 10.0K | 41,855 | D | ↗ |
| 2025-04-30 | CAHILL EDWARD L | Director | A-Award | A | Common Stock | 400 | 24.96 | 10.0K | 56,273 | D | ↗ |
| 2025-04-22 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 1,330 | 23.70 | 31.5K | 22,592 | D | ↗ |
| 2025-04-21 | Linetsky David | Officer | S-Sale | D | Common Stock | 260 | 23.04 | 6.0K | 8,752 | I | ↗ |
| 2025-04-21 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 993 | 23.04 | 22.9K | 23,922 | D | ↗ |
| 2025-04-16 | VanDuyn Amy Beth | Officer | S-Sale | D | Common Stock | 624 | 23.81 | 14.9K | 129,820 | D | ↗ |
| 2025-04-16 | Roberts Evan | Officer | S-Sale | D | Common Stock | 1,845 | 23.81 | 43.9K | 774,807 | D | ↗ |
| 2025-04-16 | Linetsky David | Officer | S-Sale | D | Common Stock | 2,488 | 23.66 | 58.9K | 217,239 | D | ↗ |
| 2025-04-16 | Indig Chaim | Director / Officer | S-Sale | D | Common Stock | 3,091 | 23.81 | 73.6K | 1,254,574 | D | ↗ |
| 2025-04-16 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 418 | 23.66 | 9.9K | 24,915 | D | ↗ |
| 2025-04-16 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 1,213 | 23.81 | 28.9K | 137,921 | D | ↗ |
| 2025-04-16 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 864 | 23.81 | 20.6K | 107,547 | D | ↗ |
| 2025-04-15 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 314 | 24.04 | 7.5K | 25,333 | D | ↗ |
| 2025-04-09 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 2,802 | 23.23 | 65.1K | 25,647 | D | ↗ |
| 2025-04-09 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 4,696 | 23.23 | 109.1K | 139,134 | D | ↗ |
| 2025-04-08 | VanDuyn Amy Beth | Officer | S-Sale | D | Common Stock | 659 | 24.48 | 16.1K | 130,444 | D | ↗ |
| 2025-04-08 | Roberts Evan | Officer | S-Sale | D | Common Stock | 2,813 | 24.48 | 68.8K | 776,652 | D | ↗ |
| 2025-04-08 | Linetsky David | Officer | S-Sale | D | Common Stock | 96 | 24.48 | 2.3K | 9,012 | I | ↗ |
| 2025-04-08 | Indig Chaim | Director / Officer | S-Sale | D | Common Stock | 4,733 | 24.48 | 115.8K | 1,257,665 | D | ↗ |
| 2025-04-08 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 730 | 24.48 | 17.9K | 28,449 | D | ↗ |
| 2025-04-08 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 2,343 | 24.48 | 57.3K | 143,830 | D | ↗ |
| 2025-04-08 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 3,129 | 24.48 | 76.6K | 108,411 | D | ↗ |
| 2025-04-04 | VanDuyn Amy Beth | Officer | A-Award | A | Common Stock | 3,752 | 24.31 | 91.2K | 132,139 | D | ↗ |
| 2025-04-04 | Roberts Evan | Officer | A-Award | A | Common Stock | 12,865 | 24.31 | 312.7K | 783,885 | D | ↗ |
| 2025-04-04 | Linetsky David | Officer | A-Award | A | Common Stock | 536 | 24.31 | 13.0K | 9,260 | I | ↗ |
| 2025-04-04 | Indig Chaim | Director / Officer | A-Award | A | Common Stock | 22,085 | 24.31 | 536.9K | 1,269,832 | D | ↗ |
| 2025-04-04 | Hui Yvonne | Officer | A-Award | A | Common Stock | 4,680 | 24.31 | 113.8K | 30,327 | D | ↗ |
| 2025-04-04 | Hoffman Allison C | Officer | A-Award | A | Common Stock | 10,720 | 24.31 | 260.6K | 149,854 | D | ↗ |
| 2025-04-04 | Gandhi Balaji | Officer | A-Award | A | Common Stock | 12,865 | 24.31 | 312.7K | 116,456 | D | ↗ |
| 2025-03-26 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 1,827 | 27.46 | 50.2K | 103,591 | D | ↗ |
| 2025-03-19 | Linetsky David | Officer | S-Sale | D | Common Stock | 81 | 27.85 | 2.3K | 8,731 | I | ↗ |
| 2025-03-18 | Linetsky David | Officer | S-Sale | D | Common Stock | 39 | 26.95 | 1.1K | 8,812 | I | ↗ |
| 2025-03-17 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 3,496 | 25.32 | 88.5K | 139,134 | D | ↗ |
| 2025-02-19 | Roberts Evan | Officer | S-Sale | D | Common Stock | 177 | 30.00 | 5.3K | 741,020 | D | ↗ |
| 2025-02-19 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 96 | 30.00 | 2.9K | 105,418 | D | ↗ |
| 2025-02-18 | Roberts Evan | Officer | S-Sale | D | Common Stock | 3,519 | 30.06 | 105.8K | 741,197 | D | ↗ |
| 2025-02-18 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 3,496 | 29.72 | 103.9K | 142,630 | D | ↗ |
| 2025-02-18 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 5,771 | 30.04 | 173.4K | 105,514 | D | ↗ |
| 2025-02-14 | Roberts Evan | Officer | S-Sale | D | Common Stock | 3,586 | 30.13 | 108.0K | 744,716 | D | ↗ |
| 2025-02-14 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 4,889 | 30.09 | 147.1K | 111,285 | D | ↗ |
| 2025-02-13 | Roberts Evan | Officer | S-Sale | D | Common Stock | 16,005 | 30.00 | 480.2K | 748,302 | D | ↗ |
| 2025-02-13 | Linetsky David | Officer | S-Sale | D | Common Stock | 11,616 | 29.70 | 345.0K | 218,135 | D | ↗ |
| 2025-02-13 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 28,759 | 30.00 | 862.8K | 116,174 | D | ↗ |
| 2025-02-07 | Linetsky David | Officer | S-Sale | D | Common Stock | 300 | 29.52 | 8.9K | 229,751 | D | ↗ |
| 2025-02-05 | Linetsky David | Officer | S-Sale | D | Common Stock | 720 | 29.50 | 21.2K | 230,051 | D | ↗ |
| 2025-01-31 | Munson Gillian | Director | A-Award | A | Common Stock | 351 | 28.46 | 10.0K | 37,074 | D | ↗ |
| 2025-01-31 | Goldstein Lainie | Director | A-Award | A | Common Stock | 351 | 28.46 | 10.0K | 41,455 | D | ↗ |
| 2025-01-31 | CAHILL EDWARD L | Director | A-Award | A | Common Stock | 351 | 28.46 | 10.0K | 47,383 | D | ↗ |
| 2025-01-29 | Linetsky David | Officer | S-Sale | D | Common Stock | 500 | 29.68 | 14.8K | 230,771 | D | ↗ |
| 2025-01-28 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 6,235 | 28.50 | 177.7K | 146,126 | D | ↗ |
| 2025-01-27 | VanDuyn Amy Beth | Officer | S-Sale | D | Common Stock | 2,426 | 27.18 | 66.0K | 115,783 | D | ↗ |
| 2025-01-27 | Roberts Evan | Officer | S-Sale | D | Common Stock | 3,235 | 28.15 | 91.1K | 764,307 | D | ↗ |
| 2025-01-27 | Linetsky David | Officer | S-Sale | D | Common Stock | 3,527 | 28.15 | 99.3K | 231,271 | D | ↗ |
| 2025-01-27 | Indig Chaim | Director / Officer | S-Sale | D | Common Stock | 7,923 | 28.15 | 223.0K | 1,260,200 | D | ↗ |
| 2025-01-27 | Hoffman Allison C | Officer | S-Sale | D | Common Stock | 1,979 | 28.15 | 55.7K | 152,361 | D | ↗ |
| 2025-01-27 | Gandhi Balaji | Officer | S-Sale | D | Common Stock | 1,453 | 28.15 | 40.9K | 144,933 | D | ↗ |
| 2025-01-24 | Hui Yvonne | Officer | S-Sale | D | Common Stock | 127 | 28.00 | 3.6K | 25,647 | D | ↗ |
| 2025-01-23 | VanDuyn Amy Beth | Officer | A-Award | A | Common Stock | 7,900 | 0.00 | — | 118,209 | D | ↗ |
Executive team
Top executives
EBIT / Employee
-954.00
Shares Outstanding
61.77M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2026 | Chaim Indig, Chief Executive Officer | 515.0K | — | 7.56M | — | — | — | 8.08M | 93.62% | ↗ |
| 2 | 2026 | Balaji Gandhi, Chief Financial Officer | 400.0K | — | 3.26M | — | — | — | 3.66M | 89.07% | ↗ |
| 3 | 2026 | Evan Roberts, President, Provider Solutions | 400.0K | — | 3.26M | — | — | — | 3.66M | 89.07% | ↗ |
| 4 | 2026 | David Linetsky, President, Network Solutions | 400.0K | — | 3.02M | — | 210.5K | — | 3.63M | 83.17% | ↗ |
| 5 | 2026 | Allison Hoffman, General Counsel | 350.0K | — | 2.30M | — | — | — | 2.65M | 86.77% | ↗ |
| 6 | 2025 | Chaim Indig, Chief Executive Officer | 515.0K | — | 10.00M | — | — | — | 10.51M | 95.10% | ↗ |
| 7 | 2025 | Evan Roberts, Chief Operating Officer | 400.0K | — | 4.12M | — | — | — | 4.52M | 91.15% | ↗ |
| 8 | 2025 | Evan Roberts, President, Provider Solutions | 400.0K | — | 4.12M | — | — | — | 4.52M | 91.15% | ↗ |
| 9 | 2025 | Balaji Gandhi, Chief Financial Officer | 400.0K | — | 4.12M | — | — | — | 4.52M | 91.15% | ↗ |
| 10 | 2025 | David Linetsky, President, Network Solutions | 400.0K | — | 3.90M | — | 197.3K | — | 4.49M | 86.71% | ↗ |
| 11 | 2025 | David Linetsky, SVP, Network Solutions | 400.0K | — | 3.90M | — | 197.3K | — | 4.49M | 86.71% | ↗ |
| 12 | 2025 | Allison Hoffman, General Counsel | 350.0K | — | 2.62M | — | — | — | 2.97M | 88.21% | ↗ |
| 13 | 2024 | Chaim Indig, Chief Executive Officer | 495.0K | — | 7.78M | — | — | — | 8.27M | 94.02% | ↗ |
| 14 | 2024 | Balaji Gandhi, Chief Financial Officer | 369.9K | — | 5.54M | — | — | — | 5.91M | 93.74% | ↗ |
| 15 | 2024 | Evan Roberts, President, Provider Solutions | 384.5K | — | 4.12M | — | — | — | 4.50M | 91.46% | ↗ |
| 16 | 2024 | Evan Roberts, Chief Operating Officer | 384.5K | — | 4.12M | — | — | — | 4.50M | 91.46% | ↗ |
| 17 | 2024 | David Linetsky, SVP, Network Solutions | 384.5K | — | 3.91M | — | 177.3K | — | 4.47M | 87.44% | ↗ |
| 18 | 2024 | David Linetsky, SVP, Life Sciences | 384.5K | — | 3.91M | — | 177.3K | — | 4.47M | 87.44% | ↗ |
| 19 | 2024 | David Linetsky, President, Network Solutions | 384.5K | — | 3.91M | — | 177.3K | — | 4.47M | 87.44% | ↗ |
| 20 | 2024 | Randy Rasmussen, Former Chief Financial Officer | 100.0K | — | 150.8K | — | — | 3.08M | 3.33M | 4.53% | ↗ |
| 21 | 2024 | Allison Hoffman, General Counsel | 336.4K | — | 2.70M | — | — | — | 3.04M | 88.93% | ↗ |
| 22 | 2023 | Chaim Indig, Chief Executive Officer | 515.0K | — | 7.09M | — | — | — | 7.60M | 93.23% | ↗ |
| 23 | 2023 | Randy Rasmussen, Former Chief Financial Officer | 400.0K | — | 3.55M | — | — | — | 3.95M | 89.86% | ↗ |
| 24 | 2023 | Evan Roberts, Chief Operating Officer | 400.0K | — | 3.55M | — | — | — | 3.95M | 89.86% | ↗ |
| 25 | 2023 | David Linetsky, SVP, Network Solutions | 400.0K | — | 3.37M | — | 151.6K | — | 3.92M | 85.94% | ↗ |
| 26 | 2023 | David Linetsky SVP, Life Sciences | 400.0K | — | 3.37M | — | 151.6K | — | 3.92M | 85.94% | ↗ |
| 27 | 2023 | David Linetsky, SVP, Life Sciences | 400.0K | — | 3.37M | — | 151.6K | — | 3.92M | 85.94% | ↗ |
| 28 | 2023 | Michael Davidoff, SVP, Payer Solutions | 350.0K | — | 2.49M | — | — | — | 2.84M | 87.69% | ↗ |
| 29 | 2023 | Allison Hoffman, General Counsel | 350.0K | — | 2.49M | — | — | — | 2.84M | 87.67% | ↗ |
| 30 | 2022 | Chaim Indig, Chief Executive Officer | 515.0K | — | 8.19M | — | 215.1K | — | 8.92M | 91.82% | ↗ |
| 31 | 2022 | Randy Rasmussen, Former Chief Financial Officer | 361.3K | — | 5.91M | — | 108.6K | — | 6.38M | 92.63% | ↗ |
| 32 | 2022 | Randy Rasmussen, Chief Financial Officer | 361.3K | — | 5.91M | — | 108.6K | — | 6.38M | 92.63% | ↗ |
| 33 | 2022 | Evan Roberts, Chief Operating Officer | 375.0K | — | 3.93M | — | 108.6K | — | 4.42M | 89.05% | ↗ |
| 34 | 2022 | David Linetsky SVP, Life Sciences | 375.0K | — | 3.93M | — | 108.6K | — | 4.42M | 89.05% | ↗ |
| 35 | 2022 | David Linetsky, SVP, Life Sciences | 375.0K | — | 3.93M | — | 108.6K | — | 4.42M | 89.05% | ↗ |
| 36 | 2022 | Allison Hoffman, General Counsel & Secretary | 325.0K | — | 2.63M | — | 94.0K | — | 3.05M | 86.28% | ↗ |
| 37 | 2022 | Allison Hoffman, General Counsel | 325.0K | — | 2.63M | — | 94.0K | — | 3.05M | 86.28% | ↗ |
| 38 | 2022 | Thomas Altier, Former Chief Financial Officer | 243.8K | — | — | — | — | — | 243.8K | 0.00% | ↗ |
| 39 | 2021 | Chaim Indig, Chief Executive Officer | 418.8K | — | 5.50M | — | 486.6K | — | 6.41M | 85.87% | ↗ |
| 40 | 2021 | Allison Hoffman, General Counsel & Secretary | 142.8K | — | 3.65M | — | 124.2K | — | 3.92M | 93.18% | ↗ |
| 41 | 2021 | David Linetsky SVP, Life Sciences | 320.8K | — | 2.50M | — | 257.6K | — | 3.08M | 81.21% | ↗ |
| 42 | 2021 | Evan Roberts, Chief Operating Officer | 320.8K | — | 2.50M | — | 257.6K | — | 3.08M | 81.21% | ↗ |
| 43 | 2021 | Thomas Altier, Former Chief Financial Officer | 320.8K | — | 624.9K | — | 257.6K | — | 1.20M | 51.93% | ↗ |
| 44 | 2020 | Chaim Indig, Chief Executive Officer | 345.8K | — | 7.59M | 2.46M | 76.2K | — | 10.47M | 95.97% | ↗ |
| 45 | 2020 | Evan Roberts, Chief Operating Officer | 275.0K | — | 3.15M | 109.5K | 83.0K | — | 3.62M | 90.12% | ↗ |
| 46 | 2020 | Thomas Altier, Former Chief Financial Officer | 275.0K | — | 2.05M | 109.5K | 85.9K | — | 2.53M | 85.71% | ↗ |
| 47 | 2020 | Thomas Altier, Chief Financial Officer | 275.0K | — | 2.05M | 109.5K | 85.9K | — | 2.53M | 85.71% | ↗ |
| 48 | 2019 | Chaim Indig, Chief Executive Officer | 300.0K | — | — | — | 210.2K | — | 510.2K | 0.00% | ↗ |
| 49 | 2019 | Evan Roberts, Chief Operating Officer | 275.0K | — | — | — | 105.1K | — | 380.1K | 0.00% | ↗ |
| 50 | 2019 | Thomas Altier, Former Chief Financial Officer | 275.0K | — | — | — | 105.1K | — | 380.1K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David Linetsky | President of Network Solutions | 610.5K | male |
| Chaim Indig | Co-Founder, Chief Executive Officer & Director | 515.0K | male |
| Evan Roberts | Co-Founder & President of Provider Solutions | 400.0K | male |
| Balaji Gandhi | Chief Financial Officer | 400.0K | male |
| Allison C. Hoffman | General Counsel & Secretary | 350.0K | female |
| Briana Kearney | Vice President of Marketing | — | female |
| Amy Beth VanDuyn | Senior Vice President of Human Resources | — | female |
| Jack Callahan | Chief Technology Officer | — | male |
| Nick Kemske | Chief Information Security Officer | — | male |
| Yvonne Hui | Senior VP & Chief Accounting Officer | — | female |
ESG Rating
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 |
|---|---|---|---|---|---|---|---|
| 2026-03-05 | 2026-04-09 | Josh Gottheimer | NJ05 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-10-09 | 2025-11-18 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-10-16 | 2023-11-11 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-15 | 2023-10-15 | Josh Gottheimer | NJ05 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2021-12-15 | 2022-01-10 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-12-23 | 2021-01-11 | Gilbert Cisneros | CA31 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2020-12-21 | 2021-01-07 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2020-10-27 | 2020-11-05 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-09-29 | 2020-10-14 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-04-23 | 2020-05-13 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-02-10 | 2020-03-10 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2020-02-03 | 2020-03-16 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for PHR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
