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Porch Group, Inc. (PRCH)

USD13.47 +0.06 (+0.45%)
US NASDAQ Technology Software - Application
Address 2200 1st Avenue South 98134
Seattle, WA, US
CEO Matthew Ehrlichman
IPO 2020-01-13
CIK 1784535 ISIN US7332451043

Explore sections of this company profile

Description

Porch Group, Inc. functions as a technology company, delivering a comprehensive software platform across both the United States and Canada. Its business model is structured around two core segments: Vertical Software and Insurance. The Vertical Software division furnishes specialized software solutions and a range of services tailored for companies in the home services industry. It also facilitates early connections and resources for both prospective and current homeowners. This segment's clientele spans various entities, including home service professionals (such as inspectors), consumers (homebuyers and existing homeowners), and diverse service providers covering moving, insurance, home warranty, security, and telecommunication services. Noteworthy brands within this segment include Floify, HireAHelper, ISN, iRoofing, Palm-Tech, Porch.com, Rynoh, and V12. Conversely, the Insurance segment specializes in providing property-related insurance policies. This is achieved through its proprietary risk-bearing insurance carrier, an independent agency network, and its own home warranty underwriting entity. Key brands associated with this segment are American Home Protect, Elite Insurance Group, and Homeowners of America. Beyond these primary segments, Porch Group also offers a spectrum of additional insurance products, encompassing property and casualty, residential, automotive, flood, and umbrella coverage, in addition to various services for contractors. The company was established in 2011 and maintains its corporate headquarters in Seattle, Washington.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
PTAC PTAC 2020-10-13 View
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
USD13.47 +0.06 (+0.45%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
3.20
Float Shares
84.39M
Free Float %
77.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.77% +7.20% +8.20% +26.92% +7.53% +14.13% +11.44% +639.01% -38.12% +5.25% +5.25%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (13 ratings, all time) Buy
Price Targets & DCF
Current price
13.47
Low 4.00 -70.3%
Consensus 9.33 -30.7%
Median 4.00 -70.3%
High 20.00 +48.5%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 7 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
20.00
+48.5%
All Time 4
7.50
-44.3%
Quality scores
Altman Z-Score
0.55
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +10.2% Q1'26: +15.6% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +90.2% Q1'26: -157.1% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    +0.7% Q1'26: +10.6% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    +16.2% Q1'26: +9.8% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    +13.5% Q1'26: +11.8% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +4.1% Q1'26: -6.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    3.97× Q1'26: 5.91× (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 (3.23) × ERP
WACC = 73% × Ke + 27% × Kd (13.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 13.47
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 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
4 EPS Ana.
Dec 2027
6 Rev. Ana.
4 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Revenue
72.30M
est: 72.52M (-0.3%)
192.43M
est: 195.54M (-1.6%)
275.95M
est: 274.91M (+0.4%)
430.30M
est: 470.46M (-8.5%)
437.85M
est: 447.79M (-2.2%)
482.41M
est: 415.26M (+16.2%)
500.28M
499.70M – 500.85M
+20.5% YoY
584.39M
580.43M – 588.34M
+16.8% YoY
678.40M
669.83M – 686.71M
+16.1% YoY
EBITDA
-34.34M
est: -21.65M (-58.6%)
-94.74M
est: -58.37M (-62.3%)
-119.06M
est: -82.07M (-45.1%)
-77.07M
est: -76.45M (-0.8%)
37.35M
est: -72.77M (+151.3%)
98.92M
est: -67.48M (+246.6%)
-81.30M
-81.39M – -81.20M
-20.5% YoY
-94.97M
-95.61M – -94.32M
-16.8% YoY
-110.24M
-111.59M – -108.85M
-16.1% YoY
EBIT
-40.99M
est: -27.35M (-49.8%)
-111.12M
est: -73.75M (-50.7%)
-146.99M
est: -103.69M (-41.8%)
-101.48M
est: -108.83M (+6.8%)
11.82M
est: -103.59M (+111.4%)
78.31M
est: -96.06M (+181.5%)
-115.73M
-115.86M – -115.60M
-20.5% YoY
-135.19M
-136.10M – -134.27M
-16.8% YoY
-156.94M
-158.86M – -154.95M
-16.1% YoY
Net Income
-54.03M
est: -120.50M (+55.2%)
-106.61M
est: -99.68M (-7.0%)
-156.56M
est: -151.91M (-3.1%)
-133.93M
est: -91.35M (-46.6%)
-32.83M
est: -60.47M (+45.7%)
15.32M
est: -3.35M (+557.5%)
-3.93M
-4.33M – -3.31M
-17.3% YoY
16.97M
15.78M – 28.60M
+531.9% YoY
64.27M
63.23M – 65.31M
+278.7% YoY
SGA
69.86M
est: 54.18M (+28.9%)
169.01M
est: 146.10M (+15.7%)
223.66M
est: 205.39M (+8.9%)
247.50M
est: 309.35M (-20.0%)
221.28M
est: 294.45M (-24.9%)
250.10M
est: 273.06M (-8.4%)
328.96M
328.58M – 329.34M
+20.5% YoY
384.27M
381.67M – 386.87M
+16.8% YoY
446.09M
440.45M – 451.56M
+16.1% YoY
EPS
-0.63
est: -1.21 (+47.9%)
-1.16
est: -1.00 (-15.9%)
-1.61
est: -1.51 (-6.7%)
-1.39
est: -0.88 (-57.7%)
-0.33
est: -0.56 (+40.7%)
-0.03
est: -0.04 (+16.4%)
-0.04
-0.04 – -0.03
+4.9% YoY
0.22
0.15 – 0.28
+693.8% YoY
0.62
0.61 – 0.63
+183.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-29 Benchmark Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-27 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-26 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-22 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-21 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-20 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-19 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-18 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-15 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-14 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-13 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-12 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-11 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-08 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-07 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-06 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-05 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-04 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-05-01 C 2/5 1/5 5/5 1/5 1/5 1/5 1/5
2026-04-30 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 D+ 1/5 1/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 C- 1/5 1/5 1/5 3/5 1/5 1/5 1/5
2026-04-24 C- 1/5 1/5 1/5 3/5 1/5 1/5 1/5
2026-04-23 C- 1/5 1/5 1/5 3/5 1/5 1/5 1/5
2026-04-22 C- 1/5 1/5 1/5 3/5 1/5 1/5 1/5
2026-04-21 C- 1/5 1/5 1/5 3/5 1/5 1/5 1/5
2026-04-20 C- 1/5 1/5 1/5 3/5 1/5 1/5 1/5
2026-04-17 C- 1/5 1/5 1/5 3/5 1/5 1/5 1/5
2026-04-16 C- 1/5 1/5 1/5 3/5 1/5 1/5 1/5
2026-04-15 C- 1/5 1/5 1/5 3/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
75.35M
OE per share TTM
0.65
Owner's Yield
6.82%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
5.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
203
Total invested
610.04M
Insider transactions (90d)
32
Beneficial owners (>5%)
36
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Matthew A. Ehrlichman 16.76M 20.20% 16.76M 16.76M HC, IN 2020-12-31
2 Abigail P. Johnson 12.22M 15.00% 12.22M IN Delaware 2021-05-10
3 FMR LLC 12.22M 15.00% 1.05M 12.22M HC Delaware 2021-05-10
4 Granahan Investment Management LLC 10.00M 10.09% 9.05M 10.00M IA State of Massachusetts 2022-07-11
5 2 7.00M 7.10% 7.00M 7.00M PN Cayman Islands 2022-02-10
6 George McCabe 5.90M 5.87% 5.90M 5.90M IN USA 2022-12-05
7 Portolan Capital Management, LLC 5.90M 5.87% 5.90M 5.90M IA Delaware 2022-12-05
8 (10) 5.70M 5.67% 31.4K 31.4K 5.62M IN Louisiana 2023-01-12
9 5.67% 5.70M 5.67% 6.6K 5.68M 6.6K 5.59M IN Louisiana 2023-01-12
10 Southpoint Capital Advisors LP 5.42M 5.60% 5.42M 5.42M PN Cayman Islands 2021-05-21
11 Park West Asset Management LLC 5.16M 5.30% 5.16M IA Delaware 2022-02-14
12 Peter S. Park 5.16M 5.30% 5.16M IN Delaware 2022-02-14
13 (1) BlackRock, Inc. 5.12M 5.20% 5.06M 5.12M HC Delaware 2022-02-04
14 Park West Investors Master Fund, Limited 4.70M 4.80% 4.70M CO Delaware 2022-02-14
15 Antonio J. Gracias 4.52M 5.50% 4.52M 4.16M HC, IN Delaware 2021-02-16
16 VPI Equity Holdings, LLC 4.52M 5.50% 4.52M 4.16M OO Delaware 2021-02-16
17 Valor Management LLC 4.52M 5.50% 4.52M 4.16M IA Delaware 2021-02-16
18 Equity Partners III-A L.P. 4.19M 5.10% 4.19M 3.83M PN Delaware 2021-02-16
19 10 2.97M 17.20% 1.92M 2.97M IA Massachusetts 2020-10-07
20 Point72 Asset Management, L.P. 1.57M 4.00% 1.57M 1.57M PN Delaware 2021-02-16
21 Point72 Capital Advisors, Inc. 1.57M 4.00% 1.57M 1.57M CO Delaware 2021-02-16
22 Steven A. Cohen 1.57M 4.00% 1.57M 1.57M IN Delaware 2021-02-16
23 Alexander Mitchell 1.09M 6.30% 1.09M 1.09M IN United States of America 2020-10-09
24 Scopus Asset Management, L.P. 1.09M 6.30% 1.09M 1.09M IA United States of America 2020-10-09
25 Scopus Capital, Inc. 1.09M 6.30% 1.09M 1.09M CO United States of America 2020-10-09
26 Scopus Advisors, LLC 1.00M 5.80% 1.00M 1.00M OO United States of America 2020-10-09
27 Scopus Vista Partners, L.P. 834.8K 4.80% 834.8K 834.8K PN United States of America 2020-10-09
28 Scopus Partners II, L.P. 100.0K 0.60% 100.0K 100.0K PN United States of America 2020-10-09
29 Scopus Partners, L.P. 65.3K 0.40% 65.3K 65.3K PN United States of America 2020-10-09
30 Scopus Vista Fund Ltd. 51.9K 0.30% 51.9K 51.9K CO United States of America 2020-10-09
31 Scopus Fund Ltd. 35.5K 0.20% 35.5K 35.5K CO United States of America 2020-10-09
32 95-1411037 13.00 6.50% 6.41M 6.41M IA Delaware 2022-02-11
33 RP Alternative Global Bond Fund 0.00% FI Ontario, Canada 2021-02-16
34 RP Debt Opportunities Fund Ltd. 0.00% FI Ontario, Canada 2021-02-16
35 RP Investment Advisors LP 0.00% FI, IA, PN Ontario, Canada 2021-02-16
36 RP Select Opportunities Master Fund Ltd. 0.00% FI Ontario, Canada 2021-02-16

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
203
-14 vs prev Q
New positions
35
Closed positions
45
Increased
105
Reduced
61
Put/Call ratio
2.25
Calls held
430.9K
Puts held
968.3K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 450.0K +450.0K (+100.0%) 4.11B +4.1B (+100.0%) 0.43% +0.426 pp 2.97% +2.969 pp USD9.13 +0.0% 1 qtrs NEW
2 VERADACE CAPITAL MANAGEMENT LLC 240.2K +240.2K (+100.0%) 2.19B +2.2B (+100.0%) 0.23% +0.228 pp 1.34% +1.340 pp USD9.13 +0.0% 1 qtrs NEW
3 GRANAHAN INVESTMENT MANAGEMENT, LLC 11.59M +2.0M (+20.3%) 105.82M -55.9M (-34.6%) 10.98% +1.641 pp 4.53% -2.089 pp USD7.41 +23.2% 21 qtrs
4 BLACKROCK, INC. 7.55M +737.2K (+10.8%) 68.95M -45.4M (-39.7%) 7.16% +0.550 pp 0.00% -0.001 pp USD3.96 +130.6% 6 qtrs
5 VANGUARD GROUP INC 7.31M +62.1K (+0.9%) 66.78M -54.9M (-45.1%) 6.93% -0.100 pp 0.00% -0.001 pp USD9.40 -2.9% 20 qtrs
6 PARK WEST ASSET MANAGEMENT LLC 5.05M +2.9M (+131.3%) 46.11M +9.5M (+25.9%) 4.79% +2.669 pp 3.83% +0.743 pp USD10.53 -13.3% 3 qtrs
7 GILDER GAGNON HOWE & CO LLC 4.35M +618.2K (+16.6%) 39.69M -22.9M (-36.6%) 4.12% +0.504 pp 0.42% -0.219 pp USD11.07 -17.5% 4 qtrs
8 D. E. SHAW & CO., INC. 2.77M +535.7K (+24.0%) 25.28M -12.2M (-32.5%) 2.62% +0.459 pp 0.01% -0.007 pp USD13.21 -30.9% 17 qtrs
9 INVESCO LTD. 2.48M -1.3M (-34.7%) 22.62M -41.1M (-64.5%) 2.35% -1.331 pp 0.00% -0.007 pp USD14.79 -38.3% 7 qtrs
10 DRIEHAUS CAPITAL MANAGEMENT LLC 2.47M -209.3K (-7.8%) 22.54M -22.4M (-49.8%) 2.34% -0.257 pp 0.15% -0.169 pp USD6.01 +51.9% 5 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 2.29M +106.0K (+4.8%) 20.95M -15.8M (-43.0%) 2.17% +0.053 pp 0.00% -0.001 pp USD7.25 +25.9% 20 qtrs
12 STATE STREET CORP 2.22M +177.7K (+8.7%) 20.28M -14.0M (-40.9%) 2.10% +0.124 pp 0.00% -0.001 pp USD4.64 +96.8% 20 qtrs
13 PORTOLAN CAPITAL MANAGEMENT, LLC 2.08M +548.8K (+35.8%) 19.02M -6.7M (-26.1%) 1.97% +0.486 pp 1.02% -0.374 pp USD6.25 +46.1% 21 qtrs
14 HENNESSY ADVISORS INC 1.45M -94.1K (-6.1%) 13.21M -12.6M (-48.9%) 1.39% -0.107 pp 0.47% -0.424 pp USD11.79 -22.6% 3 qtrs
15 ZWEIG-DIMENNA ASSOCIATES LLC 1.33M +358.4K (+36.9%) 12.14M -4.2M (-25.5%) 1.27% +0.333 pp 0.75% -0.387 pp USD10.70 -14.7% 4 qtrs
16 WELLINGTON MANAGEMENT GROUP LLP 1.25M +486.5K (+64.0%) 11.38M -1.4M (-10.7%) 1.18% +0.444 pp 0.00% 0.000 pp USD13.79 -33.8% 2 qtrs
17 DIMENSIONAL FUND ADVISORS LP 1.08M +786.6K (+264.2%) 9.90M +4.9M (+98.1%) 1.03% +0.739 pp 0.00% +0.001 pp USD11.23 -18.7% 2 qtrs
18 TWO SIGMA INVESTMENTS, LP 1.06M +505.6K (+90.5%) 9.72M +342.8K (+3.7%) 1.01% +0.467 pp 0.01% 0.000 pp USD9.26 -1.4% 8 qtrs
19 MORGAN STANLEY 947.6K -173.3K (-15.5%) 8.65M -10.2M (-54.0%) 0.90% -0.189 pp 0.00% -0.001 pp USD8.96 +1.9% 21 qtrs
20 G2 INVESTMENT PARTNERS MANAGEMENT LLC 899.0K -285.3K (-24.1%) 8.21M -11.7M (-58.7%) 0.85% -0.296 pp 1.95% -2.065 pp USD7.21 +26.6% 5 qtrs
21 JPMORGAN CHASE & CO 865.8K -58.4K (-6.3%) 7.90M -7.6M (-49.0%) 0.83% -0.066 pp 0.00% 0.000 pp USD12.23 -25.3% 19 qtrs
22 NORTHERN TRUST CORP 847.0K +14.8K (+1.8%) 7.73M -6.2M (-44.6%) 0.80% -0.004 pp 0.00% -0.001 pp USD7.56 +20.8% 20 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 796.6K -7.1K (-0.9%) 7.27M -6.2M (-46.1%) 0.75% -0.024 pp 0.00% -0.001 pp USD12.79 -28.6% 20 qtrs
24 PARALLAX VOLATILITY ADVISERS, L.P. 792.5K +792.5K (+100.0%) 7.24M +7.2M (+100.0%) 0.75% +0.751 pp 0.01% +0.014 pp USD9.13 +0.0% 1 qtrs NEW
25 THOMPSON SIEGEL & WALMSLEY LLC 644.7K +504.8K (+360.9%) 5.89M +3.5M (+150.8%) 0.62% +0.486 pp 0.10% +0.061 pp USD8.22 +11.1% 5 qtrs
26 WELLS FARGO & COMPANY/MN 607.6K +490.8K (+420.4%) 5.55M +3.6M (+183.1%) 0.58% +0.463 pp 0.00% +0.001 pp USD8.63 +5.8% 12 qtrs
27 GOLDMAN SACHS GROUP INC 596.3K -957.4K (-61.6%) 5.44M -20.6M (-79.1%) 0.57% -0.941 pp 0.00% -0.003 pp USD8.79 +3.9% 20 qtrs
28 MOODY NATIONAL BANK TRUST DIVISION 593.8K +43.9K (+8.0%) 5.42M -3.8M (-41.2%) 0.57% +0.036 pp 0.52% -0.257 pp USD4.64 +96.8% 15 qtrs
29 UBS GROUP AG 536.0K +89.9K (+20.2%) 4.89M -2.6M (-34.6%) 0.51% +0.076 pp 0.00% 0.000 pp USD11.01 -17.1% 20 qtrs
30 AYAL CAPITAL ADVISORS LTD 406.5K +406.5K (+100.0%) 3.71M +3.7M (+100.0%) 0.39% +0.385 pp 1.29% +1.293 pp USD9.13 +0.0% 1 qtrs NEW
31 ASHFORD CAPITAL MANAGEMENT INC 404.7K -123.7K (-23.4%) 3.69M -5.2M (-58.3%) 0.38% -0.129 pp 0.41% -0.576 pp USD16.78 -45.6% 2 qtrs
32 HARBOR CAPITAL ADVISORS, INC. 388.3K +158.4K (+68.9%) 3.55M -313.0K (-8.1%) 0.37% +0.149 pp 0.28% -0.025 pp USD4.63 +97.2% 7 qtrs
33 UBS ASSET MANAGEMENT AMERICAS INC 371.1K +297.8K (+406.3%) 3.39M +2.2M (+175.5%) 0.35% +0.281 pp 0.00% +0.000 pp USD10.37 -12.0% 3 qtrs
34 TUDOR INVESTMENT CORP ET AL 368.0K +112.4K (+44.0%) 3.36M -928.0K (-21.6%) 0.35% +0.101 pp 0.01% -0.001 pp USD14.11 -35.3% 4 qtrs
35 PANAGORA ASSET MANAGEMENT INC 361.1K +118.9K (+49.1%) 3.30M -768.0K (-18.9%) 0.34% +0.107 pp 0.01% -0.005 pp USD11.35 -19.6% 4 qtrs
36 FIRST TRUST ADVISORS LP 340.5K +340.5K (+100.0%) 3.11M +3.1M (+100.0%) 0.32% +0.323 pp 0.00% +0.002 pp USD9.13 +0.0% 1 qtrs NEW
37 BANK OF NEW YORK MELLON CORP 317.0K +39.6K (+14.3%) 2.89M -1.8M (-37.8%) 0.31% +0.037 pp 0.00% 0.000 pp USD6.27 +45.6% 20 qtrs
38 BANK OF MONTREAL /CAN/ 315.5K -307.1K (-49.3%) 2.88M -7.6M (-72.4%) 0.30% -0.299 pp 0.00% -0.003 pp USD9.06 +0.8% 20 qtrs
39 CITADEL ADVISORS LLC 311.5K -309.9K (-49.9%) 2.84M -7.6M (-72.7%) 0.30% -0.307 pp 0.00% -0.001 pp USD9.82 -7.0% 20 qtrs
40 AQR CAPITAL MANAGEMENT LLC 309.7K -111.5K (-26.5%) 2.83M -4.2M (-60.0%) 0.29% -0.115 pp 0.00% -0.003 pp USD9.02 +1.2% 6 qtrs
41 ALPHA WAVE GLOBAL, LP 286.8K +2.6K (+0.9%) 2.62M -2.1M (-45.1%) 0.27% -0.004 pp 0.32% -0.162 pp USD12.99 -29.7% 21 qtrs
42 TREXQUANT INVESTMENT LP 279.4K -152.6K (-35.3%) 2.55M -4.7M (-64.8%) 0.26% -0.154 pp 0.02% -0.052 pp USD15.24 -40.1% 3 qtrs
43 SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 274.8K +— (+0.0%) 2.51M -2.1M (-45.6%) 0.26% -0.006 pp 0.28% -0.264 pp USD1.88 +385.6% 13 qtrs
44 BANK OF AMERICA CORP /DE/ 270.0K -86.7K (-24.3%) 2.46M -3.5M (-58.8%) 0.26% -0.090 pp 0.00% 0.000 pp USD14.48 -36.9% 21 qtrs
45 HRT FINANCIAL LP 264.3K +264.3K (+100.0%) 2.41M +2.4M (+100.0%) 0.25% +0.251 pp 0.01% +0.008 pp USD9.13 +0.0% 3 qtrs
46 FMR LLC 234.9K +1.2K (+0.5%) 2.14M -1.8M (-45.3%) 0.22% -0.004 pp 0.00% 0.000 pp USD12.41 -26.4% 20 qtrs
47 BOOTHBAY FUND MANAGEMENT, LLC 233.2K -4.6K (-1.9%) 2.13M -1.9M (-46.6%) 0.22% -0.010 pp 0.03% -0.026 pp USD7.74 +18.0% 5 qtrs
48 RUSSELL INVESTMENTS GROUP, LTD. 217.1K -255.1K (-54.0%) 1.98M -5.9M (-75.0%) 0.21% -0.252 pp 0.00% -0.007 pp USD8.69 +5.1% 6 qtrs
49 ACADIAN ASSET MANAGEMENT LLC 215.8K -285.2K (-56.9%) 1.97M -6.4M (-76.6%) 0.21% -0.278 pp 0.00% -0.011 pp USD4.40 +107.5% 11 qtrs
50 CITIZENS FINANCIAL GROUP INC/RI 212.1K +69.0K (+48.2%) 1.94M -464.4K (-19.3%) 0.20% +0.065 pp 0.03% -0.007 pp USD4.00 +128.3% 7 qtrs
51 VIEWPOINT CAPITAL MANAGEMENT LLC 208.5K -1.4K (-0.7%) 1.90M -1.6M (-46.0%) 0.20% -0.002 pp 0.82% -0.726 pp USD2.62 +248.5% 15 qtrs
52 NUVEEN, LLC 184.9K -747.5K (-80.2%) 1.69M -14.0M (-89.2%) 0.18% -0.729 pp 0.00% -0.004 pp USD9.80 -6.8% 4 qtrs
53 BARCLAYS PLC 177.8K +42.9K (+31.8%) 1.62M +1.4M (+683.8%) 0.17% +0.038 pp 0.00% +0.000 pp USD6.06 +50.7% 16 qtrs
54 STATE OF WISCONSIN INVESTMENT BOARD 174.2K +107.3K (+160.3%) 1.59M +467.6K (+41.7%) 0.17% +0.100 pp 0.00% +0.001 pp USD12.07 -24.4% 2 qtrs
55 VERITION FUND MANAGEMENT LLC 141.8K +11.1K (+8.5%) 1.29M -898.9K (-41.0%) 0.13% +0.008 pp 0.01% -0.004 pp USD11.58 -21.2% 9 qtrs
56 TWO SIGMA ADVISERS, LP 136.7K +55.4K (+68.1%) 1.25M -116.1K (-8.5%) 0.13% +0.051 pp 0.00% 0.000 pp USD6.75 +35.3% 16 qtrs
57 SWISS NATIONAL BANK 133.7K +3.7K (+2.8%) 1.22M -960.7K (-44.0%) 0.13% +0.003 pp 0.00% -0.001 pp USD16.57 -44.9% 2 qtrs
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 131.5K -195.0K (-59.7%) 1.20M -4.3M (-78.1%) 0.12% -0.192 pp 0.00% -0.001 pp USD10.80 -15.5% 20 qtrs
59 JANE STREET GROUP, LLC 129.3K -107.5K (-45.4%) 1.18M -2.8M (-70.3%) 0.12% -0.107 pp 0.00% 0.000 pp USD15.16 -39.8% 20 qtrs
60 PROGENY 3, INC. 128.9K +45.2K (+54.0%) 1.18M -227.7K (-16.2%) 0.12% +0.041 pp 0.06% -0.009 pp USD6.83 +33.7% 5 qtrs
61 BALYASNY ASSET MANAGEMENT L.P. 126.5K +126.5K (+100.0%) 1.16M +1.2M (+100.0%) 0.12% +0.120 pp 0.00% +0.002 pp USD9.13 +0.0% 1 qtrs NEW
62 AE WEALTH MANAGEMENT LLC 124.6K +7.9K (+6.8%) 1.14M -819.9K (-41.9%) 0.12% +0.005 pp 0.01% -0.006 pp USD2.37 +285.2% 10 qtrs
63 D.A. DAVIDSON & CO. 121.4K -2.4K (-1.9%) 1.11M -968.4K (-46.6%) 0.12% -0.004 pp 0.01% -0.007 pp USD4.92 +85.6% 5 qtrs
64 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 119.1K +51.3K (+75.6%) 1.09M -51.0K (-4.5%) 0.11% +0.048 pp 0.01% -0.001 pp USD13.49 -32.3% 2 qtrs
65 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 118.0K -116.0K (-49.6%) 1.08M -2.8M (-72.6%) 0.11% -0.115 pp 0.00% -0.005 pp USD16.78 -45.6% 2 qtrs
66 LAZARD ASSET MANAGEMENT LLC 110.3K +104.2K (+1,691.1%) 1.01M +904.0K (+874.6%) 0.10% +0.099 pp 0.00% +0.002 pp USD9.56 -4.5% 2 qtrs
67 ALGERT GLOBAL LLC 109.2K -650.5K (-85.6%) 997.0K -11.8M (-92.2%) 0.10% -0.633 pp 0.02% -0.198 pp USD16.57 -44.9% 3 qtrs
68 ROUND ROCK ADVISORS, LLC 60.6K +24.8K (+69.3%) 948.1K +363.7K (+62.2%) 0.06% +0.023 pp 0.14% +0.050 pp USD13.65 -33.1% 2 qtrs
69 SQUAREPOINT OPS LLC 103.0K +6.1K (+6.3%) 940.3K -684.8K (-42.1%) 0.10% +0.004 pp 0.00% -0.001 pp USD9.51 -4.0% 16 qtrs
70 RHUMBLINE ADVISERS 99.6K -15.2K (-13.2%) 909.3K -1.0M (-52.8%) 0.09% -0.017 pp 0.00% -0.001 pp USD4.72 +93.4% 7 qtrs
71 RAM INVESTMENT PARTNERS, LLC 95.5K +95.5K (+100.0%) 871.8K +871.8K (+100.0%) 0.09% +0.092 pp 0.16% +0.158 pp USD9.13 +0.0% 1 qtrs NEW
72 FRANKLIN RESOURCES INC 92.4K -2.9K (-3.1%) 844.0K -756.5K (-47.3%) 0.09% -0.003 pp 0.00% 0.000 pp USD11.53 -20.8% 6 qtrs
73 CLARIUS GROUP, LLC 88.9K +— (+0.0%) 811.4K -679.9K (-45.6%) 0.09% -0.001 pp 0.05% -0.042 pp USD7.29 +25.2% 4 qtrs
74 ALLIANCEBERNSTEIN L.P. 80.4K +— (+0.0%) 734.1K -615.1K (-45.6%) 0.08% -0.002 pp 0.00% 0.000 pp USD6.65 +37.3% 7 qtrs
75 GSA CAPITAL PARTNERS LLP 78.8K +68.8K (+685.0%) 720.0K +552.0K (+328.6%) 0.08% +0.066 pp 0.06% +0.048 pp USD10.10 -9.6% 2 qtrs
76 NATIXIS 73.1K -264.4K (-78.3%) 667.4K -5.0M (-88.2%) 0.07% -0.258 pp 0.00% -0.024 pp USD13.79 -33.8% 3 qtrs
77 FULLER & THALER ASSET MANAGEMENT, INC. 69.3K -1.3K (-1.8%) 632.8K -552.0K (-46.6%) 0.07% -0.003 pp 0.00% -0.002 pp USD1.38 +561.6% 11 qtrs
78 ROYAL BANK OF CANADA 67.4K -19.7K (-22.6%) 615.0K -847.0K (-57.9%) 0.06% -0.021 pp 0.00% 0.000 pp USD16.58 -44.9% 19 qtrs
79 MANUFACTURERS LIFE INSURANCE COMPANY, THE 66.4K -190.0 (-0.3%) 606.3K -511.2K (-45.7%) 0.06% -0.002 pp 0.00% 0.000 pp USD11.45 -20.3% 18 qtrs
80 CENTIVA CAPITAL, LP 65.0K +65.0K (+100.0%) 593.5K +593.5K (+100.0%) 0.06% +0.062 pp 0.00% +0.005 pp USD9.13 +0.0% 1 qtrs NEW
81 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 64.1K +319.0 (+0.5%) 585.3K -485.0K (-45.3%) 0.06% -0.001 pp 0.00% -0.001 pp USD15.55 -41.3% 7 qtrs
82 SG AMERICAS SECURITIES, LLC 62.9K +4.2K (+7.2%) 574.0K -410.0K (-41.7%) 0.06% +0.003 pp 0.00% -0.003 pp USD14.36 -36.4% 9 qtrs
83 DEUTSCHE BANK AG\ 61.7K +3.4K (+5.8%) 563.3K -414.9K (-42.4%) 0.06% +0.003 pp 0.00% 0.000 pp USD3.92 +132.9% 7 qtrs
84 K2 PRINCIPAL FUND, L.P. 60.0K +60.0K (+100.0%) 547.8K +547.8K (+100.0%) 0.06% +0.057 pp 0.04% +0.044 pp USD9.13 +0.0% 1 qtrs NEW
85 LEGAL & GENERAL GROUP PLC 59.9K -6.1K (-9.3%) 547.0K -561.1K (-50.6%) 0.06% -0.006 pp 0.00% 0.000 pp USD11.00 -17.0% 7 qtrs
86 VOLEON CAPITAL MANAGEMENT LP 56.6K +25.8K (+83.5%) 516.9K -734.0 (-0.1%) 0.05% +0.024 pp 0.01% -0.002 pp USD13.30 -31.4% 2 qtrs
87 POLEN CAPITAL MANAGEMENT LLC 53.7K -163.7K (-75.3%) 490.1K -3.2M (-86.6%) 0.05% -0.159 pp 0.00% -0.010 pp USD13.68 -33.3% 3 qtrs
88 WERBA RUBIN PAPIER WEALTH MANAGEMENT 53.3K +— (+0.0%) 486.5K -407.6K (-45.6%) 0.05% -0.001 pp 0.13% -0.013 pp USD1.88 +385.6% 13 qtrs
89 FREESTONE GROVE PARTNERS LP 53.0K +53.0K (+100.0%) 483.8K +483.8K (+100.0%) 0.05% +0.050 pp 0.00% +0.004 pp USD9.13 +0.0% 1 qtrs NEW
90 WALLEYE TRADING LLC 51.4K +42.2K (+458.7%) 469.3K +314.9K (+204.0%) 0.05% +0.040 pp 0.00% +0.000 pp USD9.61 -5.0% 3 qtrs
91 QUANTBOT TECHNOLOGIES LP 50.1K +50.1K (+100.0%) 457.5K +457.5K (+100.0%) 0.05% +0.048 pp 0.02% +0.015 pp USD9.13 +0.0% 1 qtrs NEW
92 NUMERAI GP LLC 50.0K +50.0K (+100.0%) 456.3K +456.3K (+100.0%) 0.05% +0.047 pp 0.06% +0.055 pp USD9.13 +0.0% 1 qtrs NEW
93 IRONWOOD INVESTMENT MANAGEMENT LLC 49.7K +49.7K (+100.0%) 453.5K +453.5K (+100.0%) 0.05% +0.047 pp 0.19% +0.191 pp USD9.13 +0.0% 1 qtrs NEW
94 TEACHER RETIREMENT SYSTEM OF TEXAS 49.6K +29.3K (+144.0%) 452.7K +111.7K (+32.8%) 0.05% +0.028 pp 0.00% +0.000 pp USD12.27 -25.6% 2 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.12
Bearish
Ratio by volume
0.21
Bearish
Buys
6
Sells
51
Shares acquired
521.8K
Shares disposed
2.50M
Cash buys
Cash sales
51.00
Net activity
-1,979,280
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
2028-03-19 Ehrlichman Matt Director / Officer / 10% Owner A-Award A Common Stock 1,748,472 0.00 15,462,200 D
2026-05-26 Tabak Shawn Officer S-Sale D Common Stock 30,000 10.08 302.5K 269,439 D
2026-05-20 Tabak Shawn Officer S-Sale D Common Stock 10,881 9.78 106.4K 299,439 D
2026-05-20 Neagle Matthew Officer S-Sale D Common Stock 62,344 9.78 609.5K 1,990,705 D
2026-05-20 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 120,368 9.78 1.18M 15,972,080 D
2026-05-15 Tabak Shawn Officer S-Sale D Common Stock 10,467 10.34 108.2K 310,320 D
2026-05-15 Neagle Matthew Officer S-Sale D Common Stock 59,983 10.34 620.3K 2,053,049 D
2026-05-15 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 115,805 10.34 1.20M 16,092,448 D
2026-05-12 Tabak Shawn Officer S-Sale D Common Stock 11,107 10.52 116.9K 320,787 D
2026-05-12 Neagle Matthew Officer S-Sale D Common Stock 63,650 10.52 669.9K 2,113,032 D
2026-05-12 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 122,881 10.52 1.29M 16,208,253 D
2026-05-08 Tabak Shawn Officer S-Sale D Common Stock 10,511 11.12 116.8K 331,894 D
2026-05-08 Neagle Matthew Officer S-Sale D Common Stock 60,240 11.12 669.6K 2,176,682 D
2026-05-08 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 116,303 11.12 1.29M 16,331,134 D
2026-05-05 Tabak Shawn Officer S-Sale D Common Stock 10,610 10.43 110.7K 342,405 D
2026-05-05 Neagle Matthew Officer S-Sale D Common Stock 60,802 10.43 634.2K 2,236,922 D
2026-05-05 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 117,385 10.43 1.22M 16,447,437 D
2026-05-01 Tabak Shawn Officer S-Sale D Common Stock 11,215 9.79 109.8K 353,015 D
2026-05-01 Neagle Matthew Officer S-Sale D Common Stock 64,274 9.79 629.2K 2,297,724 D
2026-05-01 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 124,089 9.79 1.21M 16,564,822 D
2026-04-28 Tabak Shawn Officer S-Sale D Common Stock 10,454 8.11 84.8K 364,230 D
2026-04-28 Neagle Matthew Officer S-Sale D Common Stock 59,901 8.11 485.8K 2,361,998 D
2026-04-28 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 115,642 8.11 937.9K 16,688,911 D
2026-04-24 Tabak Shawn Officer S-Sale D Common Stock 7,875 7.68 60.5K 374,684 D
2026-04-24 Neagle Matthew Officer S-Sale D Common Stock 63,979 7.68 491.5K 2,421,899 D
2026-04-24 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 123,518 7.68 948.9K 16,804,553 D
2026-04-21 Tabak Shawn Officer S-Sale D Common Stock 7,730 8.12 62.7K 382,559 D
2026-04-21 Neagle Matthew Officer S-Sale D Common Stock 62,801 8.12 509.7K 2,485,878 D
2026-04-21 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 121,242 8.12 984.0K 16,928,071 D
2026-04-17 Tabak Shawn Officer S-Sale D Common Stock 8,367 7.87 65.9K 390,289 D
2026-04-17 Neagle Matthew Officer S-Sale D Common Stock 58,978 7.87 464.3K 2,548,679 D
2026-04-17 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 113,862 7.87 896.3K 17,049,313 D
2026-04-14 Tabak Shawn Officer S-Sale D Common Stock 10,227 6.84 70.0K 398,656 D
2026-04-14 Neagle Matthew Officer S-Sale D Common Stock 60,681 6.84 415.2K 2,630,575 D
2026-04-14 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 28,733 6.84 196.6K 17,163,175 D
2026-04-09 Tabak Shawn Officer S-Sale D Common Stock 7,734 7.15 55.3K 416,353 D
2026-04-09 Neagle Matthew Officer S-Sale D Common Stock 62,827 7.15 449.3K 2,691,256 D
2026-04-09 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 121,293 7.15 867.4K 17,309,057 D
2026-04-07 Tabak Shawn Officer S-Sale D Common Stock 2,969 7.19 21.3K 424,087 D
2026-04-07 Neagle Matthew Officer S-Sale D Common Stock 10,359 7.19 74.5K 2,762,784 D
2026-04-07 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 18,983 7.19 136.5K 17,482,534 D
2026-04-02 Neagle Matthew Officer S-Sale D Common Stock 8,446 6.98 58.9K 2,626,286 D
2026-04-02 Ehrlichman Matt Director / Officer / 10% Owner S-Sale D Common Stock 6,988 6.98 48.8K 17,203,688 D
2026-03-19 Tabak Shawn Officer A-Award A Common Stock 123,980 0.00 242,110 D
2026-03-19 Neagle Matthew Officer A-Award A Common Stock 826,548 0.00 1,808,178 D
2026-03-19 Ehrlichman Matt Director / Officer / 10% Owner M-Exempt A Common Stock 1,748,476 0.00 17,210,676 D
2025-12-15 Tabak Shawn Officer S-Sale D Common Stock 24,294 9.66 234.8K 118,130 D
2025-12-11 Tabak Shawn Officer S-Sale D Common Stock 10,706 9.99 107.0K 142,424 D
2025-12-04 Tabak Shawn Officer S-Sale D Common Stock 22,216 9.52 211.5K 153,130 D
2025-12-01 Tabak Shawn Officer A-Award A Common Stock 15,259 0.00 175,346 D
2025-10-05 Tabak Shawn Officer F-InKind D Common Stock 2,829 17.02 48.1K 160,087 D
2025-10-05 Neagle Matthew Officer F-InKind D Common Stock 15,068 17.02 256.5K 994,286 D
2025-10-05 Ehrlichman Matt Director / Officer / 10% Owner F-InKind D Common Stock 29,091 17.02 495.1K 13,739,717 D
2025-10-01 Neagle Matthew Officer F-InKind D Common Stock 11,548 16.91 195.3K 1,009,354 D
2025-10-01 Ehrlichman Matt Director / Officer / 10% Owner F-InKind D Common Stock 10,540 16.91 178.2K 13,768,808 D
2025-09-12 Reierson Amanda L Director S-Sale D Common Stock 50,000 17.67 883.3K 151,375 D
2025-09-10 Neagle Matthew Officer M-Exempt D Stock Option (right to buy) 1,278 2.73 3.5K 0 D
2025-09-09 Neagle Matthew Officer S-Sale D Common Stock 55,000 18.69 1.03M 999,784 D
2025-09-05 Vengalil Regi Director S-Sale D Common Stock 40,000 18.20 728.1K 165,903 D
2025-08-06 Lam Rachel Director S-Sale D Common Stock 25,000 15.21 380.3K 177,991 D
2025-06-25 Tabak Shawn Officer A-Award A Common Stock 41,887 0.00 165,157 D
2025-06-25 Neagle Matthew Officer A-Award A Common Stock 129,848 0.00 1,054,784 D
2025-06-25 Ehrlichman Matt Director / Officer / 10% Owner A-Award A Common Stock 291,112 0.00 13,779,348 D
2025-06-13 Lam Rachel Director S-Sale D Common Stock 25,000 10.75 268.8K 202,991 D
2025-06-12 Tabak Shawn Officer S-Sale D Common Stock 30,000 11.23 336.8K 172,671 D
2025-06-12 TULLOCH MAURICE Director F-InKind D Common Stock 43,411 11.26 488.8K 125,766 D
2025-06-12 Pickerill Alan R Director S-Sale D Common Stock 40,000 11.26 450.6K 182,416 D
2025-06-11 Vengalil Regi Director A-Award A Common Stock 13,135 0.00 205,903 D
2025-06-11 Velasquez Camilla Director A-Award A Common Stock 13,135 0.00 203,351 D
2025-06-11 TULLOCH MAURICE Director A-Award A Common Stock 13,135 0.00 169,177 D
2025-06-11 Reierson Amanda L Director A-Award A Common Stock 13,135 0.00 201,375 D
2025-06-11 Pickerill Alan R Director A-Award A Common Stock 13,135 0.00 222,416 D
2025-06-11 Lam Rachel Director A-Award A Common Stock 13,135 0.00 227,991 D
2025-06-11 Kell Sean Davis Director A-Award A Common Stock 13,135 0.00 297,707 D
2025-06-02 Tabak Shawn Officer F-InKind D Common Stock 15,909 9.35 148.7K 202,671 D
2025-05-27 Neagle Matthew Officer S-Sale D Common Stock 60,000 9.94 596.6K 1,078,080 D
2025-05-19 Neagle Matthew Officer S-Sale D Common Stock 60,000 10.53 631.8K 1,138,080 D
2025-05-12 Neagle Matthew Officer S-Sale D Common Stock 250,000 10.23 2.56M 1,198,080 D
2025-04-21 Park West Asset Management LLC 10% Owner I Total Return Swap 286,411 0.00 0
2025-04-15 Tabak Shawn Officer S-Sale D Common Stock 10,000 5.34 53.4K 218,580 D
2025-04-05 Tabak Shawn Officer F-InKind D Common Stock 1,845 5.64 10.4K 234,838 D
2025-04-05 Neagle Matthew Officer F-InKind D Common Stock 16,633 5.64 93.8K 1,448,080 D
2025-04-05 Ehrlichman Matt Director / Officer / 10% Owner F-InKind D Common Stock 41,349 5.64 233.2K 13,831,575 D
2025-04-04 Tabak Shawn Officer A-Award A Common Stock 11,943 0.00 240,957 D
2025-04-04 Neagle Matthew Officer A-Award A Common Stock 153,144 0.00 1,459,049 D
2025-04-04 Ehrlichman Matt Director / Officer / 10% Owner A-Award A Common Stock 31,790 0.00 13,903,885 D
2025-04-01 Neagle Matthew Officer F-InKind D Common Stock 8,152 7.18 58.5K 1,305,905 D
2025-04-01 Ehrlichman Matt Director / Officer / 10% Owner F-InKind D Common Stock 6,820 7.18 49.0K 13,528,756 D
2025-03-25 Neagle Matthew Officer S-Sale D Common Stock 42,672 7.06 301.4K 1,314,057 D
2025-03-24 Neagle Matthew Officer S-Sale D Common Stock 27,328 6.99 191.0K 1,356,729 D
2025-03-17 Neagle Matthew Officer S-Sale D Common Stock 60,000 6.24 374.3K 1,384,057 D
2025-02-26 Tabak Shawn Officer S-Sale D Common Stock 43,226 6.01 259.7K 244,613 D
2024-12-16 Tabak Shawn Officer S-Sale D Common Stock 21,774 6.00 130.7K 287,839 D
2024-12-06 Tabak Shawn Officer S-Sale D Common Stock 12,500 5.12 64.0K 309,613 D
2024-12-02 Tabak Shawn Officer A-Award A Common Stock 88,922 0.00 322,113 D
2024-12-01 Tabak Shawn Officer F-InKind D Common Stock 45,107 3.66 165.1K 233,191 D
2024-10-28 Tabak Shawn Officer S-Sale D Common Stock 15,000 2.00 30.0K 278,298 D
2024-10-05 Tabak Shawn Officer F-InKind D Common Stock 1,844 1.48 2.7K 293,298 D
2024-10-05 Neagle Matthew Officer F-InKind D Common Stock 14,758 1.48 21.8K 1,444,057 D
2024-10-05 Ehrlichman Matt Director / Officer / 10% Owner F-InKind D Common Stock 29,091 1.48 43.1K 13,535,576 D
2024-10-01 Neagle Matthew Officer F-InKind D Common Stock 4,030 1.37 5.5K 1,470,126 D
2024-10-01 Ehrlichman Matt Director / Officer / 10% Owner F-InKind D Common Stock 23,135 1.37 31.7K 13,575,207 D
2024-07-01 Neagle Matthew Officer F-InKind D Common Stock 4,029 1.51 6.1K 1,474,156
2024-07-01 Ehrlichman Matt Director / Officer / 10% Owner F-InKind D Common Stock 23,135 1.51 34.9K 13,598,342
2024-06-12 Vengalil Regi Director A-Award A Common Stock 81,081 1.85 150.0K 192,768
2024-06-12 Velasquez Camilla Director A-Award A Common Stock 81,081 1.85 150.0K 190,216
2024-06-12 TULLOCH MAURICE Director A-Award A Common Stock 81,081 1.85 150.0K 156,042
2024-06-12 Reierson Amanda L Director A-Award A Common Stock 81,081 1.85 150.0K 188,240
2024-06-12 Pickerill Alan R Director A-Award A Common Stock 81,081 1.85 150.0K 209,281
2024-06-12 Lam Rachel Director A-Award A Common Stock 81,081 1.85 150.0K 214,856
2024-06-12 Kell Sean Davis Director A-Award A Common Stock 81,081 1.85 150.0K 284,572
2024-06-08 Vengalil Regi Director J-Other D Common Stock 89,548 0.00 111,687
2024-06-08 Velasquez Camilla Director A-Award A Common Stock 63,910 0.00 109,135
2024-06-08 TULLOCH MAURICE Director F-InKind D Common Stock 1,204 1.91 2.3K 74,961
2024-06-08 Reierson Amanda L Director A-Award A Common Stock 63,910 0.00 107,159
2024-06-08 Pickerill Alan R Director A-Award A Common Stock 8,928 0.00 128,200
2024-06-08 Kell Sean Davis Director A-Award A Common Stock 10,063 0.00 203,491
2024-06-06 Tabak Shawn Officer S-Sale D Common Stock 15,000 2.02 30.3K 295,142
2024-06-01 Tabak Shawn Officer F-InKind D Common Stock 41,186 2.10 86.5K 310,142
2024-04-05 Tabak Shawn Officer F-InKind D Common Stock 4,235 4.34 18.4K 351,328
2024-04-05 Neagle Matthew Officer F-InKind D Common Stock 19,183 4.34 83.3K 1,478,185
2024-04-05 Ehrlichman Matt Director / Officer / 10% Owner F-InKind D Common Stock 45,502 4.34 197.5K 13,621,477
2024-04-01 Neagle Matthew Officer F-InKind D Common Stock 1,715 4.15 7.1K 1,276,200
2024-04-01 Ehrlichman Matt Director / Officer / 10% Owner F-InKind D Common Stock 3,612 4.15 15.0K 13,167,332
2024-03-26 Tabak Shawn Officer S-Sale D Common Stock 19,040 4.04 77.0K 292,311
2024-03-21 Tabak Shawn Officer S-Sale D Common Stock 25,678 4.00 102.7K 311,351
2024-03-20 Tabak Shawn Officer S-Sale D Common Stock 15,000 3.71 55.7K 352,311
2024-01-01 Neagle Matthew Officer F-InKind D Common Stock 2,068 3.08 6.4K 1,281,075
2024-01-01 Ehrlichman Matt Director / Officer / 10% Owner F-InKind D Common Stock 3,548 3.08 10.9K 13,170,944
2023-12-31 Pickerill Alan R Director 0 0.00 0
2023-12-15 Velasquez Camilla Director P-Purchase A Common Stock 1,976 2.53 5.0K 45,225
2023-12-01 Tabak Shawn Officer A-Award A Common Stock 230,860 0.00 367,311
2023-11-13 Lam Rachel Director P-Purchase A Common Stock 2,500 1.15 2.9K 133,775
2023-11-10 Lam Rachel Director P-Purchase A Common Stock 7,500 0.97 7.3K 131,275
2023-10-02 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 67,225 0.79 53.2K 13,875,628
2023-10-01 Neagle Matthew Officer F-InKind D Common Stock 2,705 0.80 2.2K 1,305,200
2023-10-01 Ehrlichman Matt Director / Officer / 10% Owner F-InKind D Common Stock 14,444 0.80 11.6K 13,808,403
2023-09-29 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 2,439 0.80 2.0K 13,833,039
2023-09-28 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 68,933 0.84 58.0K 13,830,600
2023-09-27 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 47,958 0.77 37.1K 13,761,667
2023-09-26 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 67,798 0.77 52.3K 13,713,709
2023-09-25 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 113,621 0.76 86.4K 13,645,911
2023-09-22 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 114,159 0.77 87.5K 13,532,290
2023-09-21 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 87,472 0.80 69.7K 13,418,131
2023-09-20 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 40,704 0.81 32.9K 13,330,659
2023-09-19 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 27,216 0.80 21.6K 13,289,955
2023-09-18 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 21,743 0.83 18.1K 13,262,739
2023-09-15 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 37,414 0.86 32.2K 13,240,996
2023-09-14 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 34,717 0.85 29.6K 13,203,582
2023-09-13 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 70,779 0.87 61.4K 13,168,865
2023-09-12 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 144,806 0.92 133.1K 13,098,086
2023-09-11 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 163,158 0.86 140.8K 12,953,280
2023-09-08 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 168,822 0.83 139.9K 12,790,122
2023-09-07 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 425,000 0.77 328.2K 12,621,300
2023-09-06 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 363,495 0.73 263.6K 12,196,300
2023-09-05 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 138,696 0.81 112.8K 11,832,805
2023-09-01 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 121,622 0.82 99.4K 11,694,109
2023-07-01 Neagle Matthew Officer F-InKind D Common Stock 1,770 1.38 2.4K 1,319,970
2023-07-01 Ehrlichman Matt Director / Officer / 10% Owner F-InKind D Common Stock 14,444 1.38 19.9K 11,572,487
2023-06-08 Vengalil Regi Director A-Award A Common Stock 89,548 0.00 131,122
2023-06-08 Velasquez Camilla Director A-Award A Common Stock 43,249 0.00 43,249
2023-06-08 TULLOCH MAURICE Director F-InKind D Common Stock 8,231 1.33 10.9K 96,474
2023-06-08 Reierson Amanda L Director A-Award A Common Stock 43,249 0.00 43,249
2023-06-08 Pickerill Alan R Director A-Award A Common Stock 82,097 0.00 120,493
2023-06-08 Lam Rachel Director A-Award A Common Stock 77,068 0.00 123,775
2023-06-08 Kell Sean Davis Director A-Award A Common Stock 65,125 0.00 193,428
2023-05-17 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 134,462 1.18 159.1K 11,590,542
2023-05-16 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 58,006 1.05 61.1K 11,456,080
2023-05-15 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 63,796 1.15 73.3K 11,398,074
2023-05-12 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 87,638 1.10 96.6K 11,334,278
2023-04-17 Park West Asset Management LLC 10% Owner S-Sale D Common Stock, par value $0.0001 2,600,000 1.27 3.30M 9,667,707
2023-04-07 Tabak Shawn Officer A-Award A Performance-based Restricted Stock Units 61,992 0.00 61,992
2023-04-07 Neagle Matthew Officer A-Award A Performance-based Restricted Stock Units 413,276 0.00 413,276
2023-04-07 Ehrlichman Matt Director / Officer / 10% Owner A-Award A Common Stock 582,825 0.00 11,246,640
2023-04-01 Neagle Matthew Officer F-InKind D Common Stock 3,202 1.43 4.6K 1,061,329
2023-04-01 Ehrlichman Matt Director / Officer / 10% Owner F-InKind D Common Stock 3,527 1.43 5.0K 10,690,777
2023-03-17 Ehrlichman Matt Director / Officer / 10% Owner P-Purchase A Common Stock 184,093 1.28 235.2K 10,694,304
2023-01-25 Park West Asset Management LLC 10% Owner P-Purchase A Common stock, par value $0.0001 407,874 2.31 941.0K 12,267,707
2023-01-24 Park West Asset Management LLC 10% Owner S-Sale D Equity Swap (right to buy) 760,000 3.34 2.54M 407,874
2023-01-23 Park West Asset Management LLC 10% Owner P-Purchase A Common stock, par value $0.0001 530,750 2.60 1.38M 11,099,833
2023-01-20 Park West Asset Management LLC 10% Owner P-Purchase A Common stock, par value $0.0001 474,220 2.46 1.17M 10,569,083
2023-01-19 Park West Asset Management LLC 10% Owner I Equity Swap (right to buy) 172,816 0.00 0
2023-01-01 Neagle Matthew Director / Officer F-InKind D Common Stock 2,124 1.88 4.0K 1,069,871
2023-01-01 Ehrlichman Matt Director F-InKind D Common Stock 4,405 1.88 8.3K 10,527,827
2022-12-16 Ehrlichman Matt Director P-Purchase A Common Stock 37,800 1.99 75.2K 10,532,232
2022-12-14 Ehrlichman Matt Director P-Purchase A Common Stock 2,500 1.99 5.0K 10,494,432
2022-12-13 Ehrlichman Matt Director P-Purchase A Common Stock 62,500 1.98 124.1K 10,491,932
2022-12-12 Ehrlichman Matt Director P-Purchase A Common Stock 147,892 1.89 278.8K 10,429,432
2022-12-09 Ehrlichman Matt Director P-Purchase A Common Stock 189,497 1.80 340.5K 10,281,540
2022-12-07 Ehrlichman Matt Director P-Purchase A Common Stock 88,776 1.81 161.0K 10,092,043
2022-12-01 Tabak Shawn Director / Officer A-Award A Common Stock 145,405 0.00 145,405
2022-11-23 Ehrlichman Matt Director P-Purchase A Common Stock 1,100 1.67 1.8K 10,003,267
2022-11-22 Ehrlichman Matt Director P-Purchase A Common Stock 152,309 1.56 237.2K 10,002,167
2022-11-21 Ehrlichman Matt Director P-Purchase A Common Stock 46,508 1.63 75.8K 9,849,858
2022-11-18 Ehrlichman Matt Director P-Purchase A Common Stock 58,132 1.66 96.7K 9,803,350
2022-11-14 Kell Sean Davis Director P-Purchase A Common Stock 72,463 1.42 103.1K 128,303
2022-11-11 Lam Rachel Director P-Purchase A Common Stock 10,000 1.00 10.0K 46,707
2022-11-10 Neagle Matthew Director / Officer P-Purchase A Common Stock 315,000 1.05 329.6K 1,071,995
2022-11-09 Tabak Shawn 0 0.00 0
2022-10-04 Velasquez Camilla 0 0.00 0

Executive team

Top executives
EBIT / Employee
107.4K
Shares Outstanding
109.40M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Matt Ehrlichman Chief Executive Officer and Chairman 643.3K 12.60M 1.17M 132.3K 14.55M 86.62%
2 2025 Matthew Neagle Chief Operating Officer 468.3K 5.62M 852.3K 5.0K 6.95M 80.92%
3 2025 Shawn Tabak Chief Financial Officer 424.6K 1.96M 463.7K 5.7K 2.85M 68.62%
4 2024 Matt Ehrlichman Chief Executive Officer and Chairman 618.3K 11.32M 797.6K 24.3K 12.76M 88.71%
5 2024 Matthew Neagle Chief Operating Officer 443.3K 5.00M 571.8K 3.0K 6.02M 83.08%
6 2024 Shawn Tabak Chief Financial Officer 404.6K 1.67M 299.6K 3.7K 2.38M 70.28%
7 2023 Matt Ehrlichman Chief Executive Officer and Chairman 600.0K 2.45M 1.20M 21.1K 4.27M 57.32%
8 2023 Matthew Neagle Chief Operating Officer 417.9K 1.15M 835.8K 2.41M 47.91%
9 2023 Shawn Tabak Chief Financial Officer 390.0K 559.8K 390.0K 1.34M 41.78%
10 2022 Matt Ehrlichman Chief Executive Officer and Chairman 642.2K 12.89M 47.9K 13.58M 94.92%
11 2022 Matthew Neagle Chief Operating Officer 409.4K 1.07M 1.48M 72.32%
12 2022 Shawn Tabak Chief Financial Officer 49.5K 324.3K 373.8K 86.76%
13 2021 Matthew Neagle Chief Operating Officer 348.5K 433.9K 8.87M 89.9K 9.74M 91.97%
14 2021 Matt Ehrlichman Chief Executive Officer and Chairman 450.0K 822.8K 1.27M 0.00%
15 2021 Marty Heimbigner Chief Financial Officer 350.0K 205.0K 251.1K 806.1K 31.15%
16 2020 Matt Ehrlichman, Chief Executive Officer and Chairman 361.9K 1.50M 14.96M 40.00 3.3K 16.83M 88.92%
17 2020 Matt Ehrlichman Chief Executive Officer and Chairman 361.9K 1.50M 1.92M 3.3K 3.78M 50.71%
18 2020 Marty Heimbigner Chief Financial Officer 161.9K 100.0K 837.1K 1.10M 76.17%
19 2020 Matthew Neagle Chief Revenue Officer 232.6K 500.0K 275.9K 72.1K 1.08M 32.20%
20 2020 Matthew Neagle Chief Operating Officer 232.6K 500.0K 275.9K 72.1K 1.08M 32.20%
21 2019 Matthew Neagle Chief Revenue Officer 295.6K 295.6K 0.00%
22 2019 Matthew Neagle Chief Operating Officer 295.6K 295.6K 0.00%
23 2019 Matt Ehrlichman, Chief Executive Officer and Chairman 1.00 2.7K 2.7K 0.00%
24 2019 Matt Ehrlichman Chief Executive Officer and Chairman 1.00 2.7K 2.7K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-17 DEFA14A
2026-04-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 4
2026-05-27 SC 13D/A
2026-05-21 4
2026-05-21 4
2026-05-21 4
2026-05-19 4
2026-05-19 4
2026-05-19 4
2026-05-14 4
2026-05-14 4

Executive team

NameTitleCompensationGender
Matthew Ehrlichman Founder, Chairman & Chief Executive Officer 2M male
Matthew Neagle Chief Operating Officer 1M male
Shawn Tabak Chief Financial Officer 894.0K male
John Campbell Vice President of Investor Relations
Joshua Steffan Senior Vice President and Group GM of Inspection & Real Estate male
Hilary Cahill Vice President of People female
Eric Lemieur Head of Insurance Sales & Distribution male
Meghan Silver General Counsel & Secretary
Michelle Taves Vice President and Group GM of Data & Marketing female
Nicolas Graham Senior Vice President & Group General Manager of Moving Division male
Nicole Pelley Executive Vice President & GM of Porch Platform female
Emmanuel Bellegarde Head of Reinsurance male
ESG Rating
B
SOFTWARE - APPLICATION
2026
E (Environmental)
50.0 / 66.0
Company / Sector avg.
S (Social)
66.6 / 69.5
Company / Sector avg.
G (Governance)
72.6 / 67.5
Company / Sector avg.
ESG Total
63.1 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits