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PubMatic, Inc. (PUBM)

USD13.72 +0.03 (+0.18%)
US NASDAQ Technology Software - Application
Address 601 Marshall Street 94063
Redwood City, CA, US
CEO Rajeev K. Goel
IPO 2020-12-09
CIK 1422930 ISIN US74467Q1031

Explore sections of this company profile

Description

PubMatic, Inc. operates a global cloud-based infrastructure designed to facilitate real-time programmatic advertising exchanges between online publishers and advertisers. Its comprehensive suite of solutions includes Openwrap, an enterprise-level header bidding tool with robust management and analytics capabilities, including specialized versions like Openwrap OTT for over-the-top media and Openwrap SDK for in-app developers. The company also provides private marketplace options and dedicated consoles for media buyers. Further extending its offerings, PubMatic provides Real-Time Bidding (RTB) technologies that support diverse selling strategies across multiple screens and advertising formats. It employs advanced digital advertising inventory quality solutions to identify and remove fraudulent traffic and malicious activities, alongside ad quality features aimed at minimizing security, quality, and performance concerns. The Identity Hub is a privacy-conscious identity management system, enabling advertisers to utilize their preferred user identifiers securely and at scale. Moreover, PubMatic offers Audience Encore, an audience data platform, and a cross-platform video Sell-Side Platform (SSP) that links reputable video buyers with high-quality publishers. The platform is versatile, accommodating a wide spectrum of advertising formats and digital devices, such as mobile applications, mobile web, desktop, display, video, and various connected TV environments including over-the-top (OTT) services. Established in 2006, PubMatic, Inc. is headquartered in Redwood City, California.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD13.72 +0.03 (+0.18%)
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Volume Profile
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Liquidity & share structure
Average Volume
679.6K
Beta
1.51
Float Shares
47.03M
Free Float %
99.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.01% -3.93% +15.47% +52.81% +2.19% +10.26% -15.10% -35.91% -74.20% -66.79% -66.79%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (16 ratings, all time) Buy
Price Targets & DCF
Current price
13.72
Low 13.00 -5.2%
Consensus 13.50 -1.6%
Median 13.50 -1.6%
High 14.00 +2.1%
DCF (Unlevered) 14.09 +2.7%
DCF (Levered) 16.21 +18.2%

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

Ratings Trend (MoM) 58% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 5 0
Hold 5 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 3
12.33
-10.1%
All Time 13
22.92
+67.1%
Quality scores
Altman Z-Score
1.53
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    -2.9% Q1'26: -2.0% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    -234.8% Q1'26: -35.0% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    +13.2% Q1'26: +27.6% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -5.6% Q1'26: -23.7% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -9.9% Q1'26: -33.1% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    -13.4% Q1'26: -2.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    1.58× Q1'26: -2.19× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.53) × ERP
WACC = 92% × Ke + 8% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 14.00 Current price: 13.72
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.
5 EPS Ana.
Dec 2027
8 Rev. Ana.
4 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
148.75M
est: 140.04M (+6.2%)
226.91M
est: 226.90M (+0.0%)
256.38M
est: 258.80M (-0.9%)
267.01M
est: 282.25M (-5.4%)
291.26M
est: 294.14M (-1.0%)
282.93M
est: 278.19M (+1.7%)
293.04M
284.66M – 305.59M
+5.3% YoY
315.15M
301.92M – 335.28M
+7.5% YoY
443.28M
429.09M – 461.33M
+40.7% YoY
369.20M
357.38M – 384.23M
-16.7% YoY
392.10M
379.55M – 408.07M
+6.2% YoY
EBITDA
47.50M
est: 36.25M (+31.0%)
74.46M
est: 58.74M (+26.8%)
77.55M
est: 58.76M (+32.0%)
46.81M
est: 60.59M (-22.8%)
49.28M
est: 63.15M (-22.0%)
27.82M
est: 59.72M (-53.4%)
62.91M
61.11M – 65.61M
+5.3% YoY
67.66M
64.82M – 71.98M
+7.5% YoY
95.17M
92.12M – 99.04M
+40.7% YoY
79.26M
76.73M – 82.49M
-16.7% YoY
84.18M
81.48M – 87.61M
+6.2% YoY
EBIT
31.76M
est: 17.92M (+77.2%)
58.79M
est: 29.04M (+102.5%)
37.47M
est: 36.39M (+3.0%)
2.04M
est: 20.88M (-90.3%)
3.93M
est: 21.76M (-82.0%)
-15.95M
est: 20.58M (-177.5%)
21.68M
21.06M – 22.61M
+5.3% YoY
23.32M
22.34M – 24.81M
+7.5% YoY
32.80M
31.75M – 34.13M
+40.7% YoY
27.32M
26.44M – 28.43M
-16.7% YoY
29.01M
28.08M – 30.19M
+6.2% YoY
Net Income
26.61M
est: 49.08M (-45.8%)
56.60M
est: 42.31M (+33.8%)
28.71M
est: 4.51M (+536.2%)
8.88M
est: 18.71M (-52.5%)
12.50M
est: 9.59M (+30.4%)
-14.46M
est: -21.58M (+33.0%)
-19.43M
-20.34M – -18.51M
+10.0% YoY
-11.73M
-12.28M – -11.18M
+39.6% YoY
37.25M
-2.98M – 77.49M
+417.5% YoY
24.91M
23.88M – 26.23M
-33.1% YoY
39.49M
37.84M – 41.58M
+58.5% YoY
SGA
63.56M
est: 65.26M (-2.6%)
93.92M
est: 105.74M (-11.2%)
113.50M
est: 70.68M (+60.6%)
139.02M
est: 139.98M (-0.7%)
153.04M
est: 145.88M (+4.9%)
163.28M
est: 137.97M (+18.3%)
145.34M
141.18M – 151.56M
+5.3% YoY
156.31M
149.74M – 166.29M
+7.5% YoY
219.85M
212.81M – 228.80M
+40.7% YoY
183.11M
177.25M – 190.57M
-16.7% YoY
194.47M
188.24M – 202.39M
+6.2% YoY
EPS
0.55
est: 0.90 (-39.2%)
1.13
est: 0.78 (+45.0%)
0.55
est: 0.54 (+2.3%)
0.17
est: 0.40 (-57.0%)
0.25
est: 0.21 (+21.0%)
-0.31
est: -0.46 (+32.5%)
-0.41
-0.43 – -0.39
+10.5% YoY
-0.25
-0.26 – -0.24
+39.6% YoY
0.79
-0.06 – 1.65
+419.3% YoY
0.53
0.51 – 0.56
-33.1% YoY
0.84
0.81 – 0.88
+58.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-23 Rosenblatt Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-05-06 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-05-05 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-05-04 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-05-01 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-30 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-29 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-28 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-27 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-24 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-23 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-22 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-21 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-20 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-17 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5
2026-04-16 C+ 2/5 4/5 1/5 1/5 2/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
40.45M
OE per share TTM
0.88
Owner's Yield
8.38%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
31.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
27
Total invested
5.64M
Insider transactions (90d)
1
Beneficial owners (>5%)
24
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Helion Venture Partners, LLC 7.53M 52.60% 7.53M OO Mauritius 2021-02-16
2 August Capital Management V, L.L.C. (“ACM V”) 7.17M 51.40% 7.17M 7.17M 7.17M 7.17M OO Delaware 2021-02-16
3 August Capital V Special Opportunities, L.P. (“August V SO”) 7.17M 51.40% 7.17M 7.17M PN 2021-02-16
4 David M. Hornik (“Hornik”) 7.17M 51.40% 7.17M 7.17M IN U.S. Citizen 2021-02-16
5 Howard Hartenbaum (“Hartenbaum”) 7.17M 51.40% 7.17M 7.17M IN U.S. Citizen 2021-02-16
6 Amar K. Goel 5.10M 12.50% 5.10M 5.10M IN United States of America 2022-02-11
7 Rajeev K. Goel 4.91M 12.10% 4.91M 4.91M IN United States of America 2022-02-14
8 The Vanguard Group - 23-1945930 4.29M 10.17% 65.0K 4.19M 98.5K IA Pennsylvania 2022-07-11
9 (1) BlackRock, Inc. 2.72M 6.30% 2.66M 2.72M HC Delaware 2023-02-03
10 GRAHAM HOLDINGS COMPANY 2.33M 5.70% 2.33M 2.33M CO Delaware 2024-08-20
11 Duk Ho Cho 1.69M 4.15% 1.03M 659.3K 1.03M IN Korea, Republic of 2022-03-24
12 Fiera Capital Corporation 1.42M 5.17% 3.0K 1.42M 3.0K 1.42M FI Canada 2022-02-04
13 Ameriprise Financial, Inc. 960.3K 3.49% 900.1K 960.3K HC 2022-02-14
14 Columbia Management Investment Advisers, LLC 900.4K 3.27% 900.1K 900.4K IA 2022-02-14
15 Lord, Abbett & Co. LLC 785.9K 11.58% 676.8K 785.9K IA 2021-03-10
16 Granite Holdings Co., Ltd. (“Granite Holdings”) 659.3K 1.62% 659.3K CO Korea, Republic of 2022-03-24
17 CNH Co., Ltd. (“CNH”) 614.8K 1.51% 614.8K CO Korea, Republic of 2022-03-24
18 Financial, Inc. 517.4K 7.63% 517.4K 517.4K HC Minnesota 2021-02-12
19 Schonfeld Strategic Advisors LLC 442.2K 7.49% 442.2K 442.2K IA Delaware 2021-02-16
20 CNH Capital Co., Ltd. (“CNH Capital”) 433.5K 1.06% 433.5K CO Korea, Republic of 2022-03-24
21 Lord, Abbett & Co. LLC 408.5K 6.02% 302.9K 408.5K IA Delaware 2021-02-12
22 CNH Hospitality Co., Ltd. (“CNH Hospitality”) 84.6K 0.21% 84.6K CO Korea, Republic of 2022-03-24
23 Premier Motors Co., Ltd. (“Premier Motors”) 32.9K 0.08% 32.9K CO Korea, Republic of 2022-03-24
24 Nexus India Capital I, L.P. 0.00% FI 2022-02-15

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
27
-136 vs prev Q
New positions
6
Closed positions
133
Increased
16
Reduced
5
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 408.7K +408.7K (+100.0%) 3.63B +3.6B (+100.0%) 0.89% +0.890 pp 3.41% +3.413 pp USD8.87 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 3.12M -264.8K (-7.8%) 27.70M -350.0K (-1.2%) 6.80% -0.381 pp 0.00% +0.000 pp USD14.87 -40.3% 6 qtrs
3 GRAHAM HOLDINGS CO 2.83M +— (+0.0%) 25.12M +1.7M (+7.1%) 6.16% +0.164 pp 2.32% -0.026 pp USD13.78 -35.6% 15 qtrs
4 VANGUARD GROUP INC 2.38M -119.8K (-4.8%) 21.10M +411.9K (+2.0%) 5.18% -0.116 pp 0.00% +0.000 pp USD25.05 -64.6% 21 qtrs
5 DIMENSIONAL FUND ADVISORS LP 1.27M -194.4K (-13.3%) 11.28M -860.0K (-7.1%) 2.77% -0.339 pp 0.00% 0.000 pp USD15.19 -41.6% 16 qtrs
6 RENAISSANCE TECHNOLOGIES LLC 1.22M -136.3K (-10.1%) 10.82M -408.9K (-3.6%) 2.65% -0.218 pp 0.02% +0.002 pp USD23.58 -62.4% 17 qtrs
7 WELLINGTON MANAGEMENT GROUP LLP 1.17M -297.6K (-20.3%) 10.39M -1.8M (-14.6%) 2.55% -0.563 pp 0.00% 0.000 pp USD12.72 -30.3% 10 qtrs
8 CENTERBOOK PARTNERS LP 1.15M +398.6K (+53.3%) 10.17M +4.0M (+64.2%) 2.50% +0.911 pp 0.50% +0.191 pp USD9.29 -4.5% 6 qtrs
9 JACOBS LEVY EQUITY MANAGEMENT, INC 929.2K +77.6K (+9.1%) 8.24M +1.2M (+16.9%) 2.02% +0.218 pp 0.03% +0.004 pp USD15.84 -44.0% 10 qtrs
10 ACADIAN ASSET MANAGEMENT LLC 926.4K +238.5K (+34.7%) 8.21M +2.5M (+44.3%) 2.02% +0.559 pp 0.01% +0.004 pp USD10.58 -16.2% 8 qtrs
11 MILLENNIUM MANAGEMENT LLC 918.1K +699.5K (+320.0%) 8.14M +6.3M (+350.0%) 2.00% +1.536 pp 0.00% +0.003 pp USD8.93 -0.7% 9 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 905.9K -55.5K (-5.8%) 8.04M +74.9K (+0.9%) 1.97% -0.065 pp 0.00% +0.000 pp USD20.73 -57.2% 20 qtrs
13 ROYAL BANK OF CANADA 863.2K -230.9K (-21.1%) 7.66M -1.4M (-15.5%) 1.88% -0.440 pp 0.00% 0.000 pp USD32.55 -72.7% 21 qtrs
14 STATE STREET CORP 830.0K -97.2K (-10.5%) 7.36M -315.4K (-4.1%) 1.81% -0.158 pp 0.00% +0.000 pp USD17.70 -49.9% 19 qtrs
15 D. E. SHAW & CO., INC. 546.5K -26.0K (-4.5%) 4.85M +107.3K (+2.3%) 1.19% -0.024 pp 0.00% +0.000 pp USD9.21 -3.7% 19 qtrs
16 TWO SIGMA INVESTMENTS, LP 474.2K +89.3K (+23.2%) 4.21M +1.0M (+32.0%) 1.03% +0.217 pp 0.01% +0.001 pp USD9.76 -9.1% 11 qtrs
17 MORGAN STANLEY 320.4K +160.8K (+100.7%) 2.84M +1.5M (+115.0%) 0.70% +0.359 pp 0.00% +0.000 pp USD14.46 -38.7% 21 qtrs
18 ALGERT GLOBAL LLC 314.6K +192.1K (+156.7%) 2.79M +1.8M (+175.0%) 0.69% +0.425 pp 0.04% +0.027 pp USD11.15 -20.4% 10 qtrs
19 PEAK6 LLC 314.4K -166.8K (-34.7%) 2.79M -1.2M (-30.0%) 0.68% -0.335 pp 0.01% -0.001 pp USD10.96 -19.1% 5 qtrs
20 TREXQUANT INVESTMENT LP 307.2K +250.0K (+437.0%) 2.73M +2.3M (+475.3%) 0.67% +0.548 pp 0.02% +0.019 pp USD9.78 -9.3% 8 qtrs
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 300.3K +3.4K (+1.1%) 2.66M +205.2K (+8.3%) 0.65% +0.025 pp 0.00% +0.000 pp USD16.25 -45.4% 18 qtrs
22 S SQUARED TECHNOLOGY, LLC 281.0K +20.0K (+7.7%) 2.49M +331.4K (+15.3%) 0.61% +0.059 pp 0.97% +0.144 pp USD8.32 +6.6% 2 qtrs
23 PANAGORA ASSET MANAGEMENT INC 273.3K +13.9K (+5.3%) 2.42M +276.0K (+12.8%) 0.60% +0.045 pp 0.01% 0.000 pp USD16.61 -46.6% 14 qtrs
24 NORTHERN TRUST CORP 269.5K -72.3K (-21.2%) 2.39M -439.9K (-15.5%) 0.59% -0.138 pp 0.00% 0.000 pp USD19.41 -54.3% 21 qtrs
25 GOLDMAN SACHS GROUP INC 249.5K -47.0K (-15.9%) 2.21M -242.1K (-9.9%) 0.54% -0.085 pp 0.00% +0.000 pp USD17.12 -48.2% 21 qtrs
26 CITADEL ADVISORS LLC 229.0K +122.8K (+115.6%) 2.03M +1.2M (+131.0%) 0.50% +0.274 pp 0.00% +0.000 pp USD13.31 -33.4% 18 qtrs
27 JANE STREET GROUP, LLC 206.8K +137.9K (+200.0%) 1.83M +1.3M (+221.4%) 0.45% +0.304 pp 0.00% +0.000 pp USD10.54 -15.8% 21 qtrs
28 TWO SIGMA ADVISERS, LP 182.6K +9.2K (+5.3%) 1.62M +183.9K (+12.8%) 0.40% +0.030 pp 0.00% +0.000 pp USD8.94 -0.8% 3 qtrs
29 AMERIPRISE FINANCIAL INC 161.9K +23.9K (+17.3%) 1.44M +293.1K (+25.6%) 0.35% +0.060 pp 0.00% +0.000 pp USD11.91 -25.5% 3 qtrs
30 POINT72 ASSET MANAGEMENT, L.P. 158.9K +158.9K (+100.0%) 1.41M +1.4M (+100.0%) 0.35% +0.346 pp 0.00% +0.002 pp USD8.87 +0.0% 1 qtrs NEW
31 WALLEYE CAPITAL LLC 156.6K +28.2K (+21.9%) 1.39M +325.5K (+30.6%) 0.34% +0.069 pp 0.00% +0.000 pp USD10.90 -18.6% 12 qtrs
32 AVESTAR CAPITAL, LLC 150.0K -130.0K (-46.4%) 1.33M -987.9K (-42.6%) 0.33% -0.267 pp 0.09% -0.066 pp USD14.69 -39.6% 5 qtrs
33 MARSHALL WACE, LLP 145.3K +145.3K (+100.0%) 1.29M +1.3M (+100.0%) 0.32% +0.316 pp 0.00% +0.001 pp USD8.87 +0.0% 1 qtrs NEW
34 DEUTSCHE BANK AG\ 145.2K -1.5K (-1.0%) 1.29M +73.1K (+6.0%) 0.32% +0.005 pp 0.00% +0.000 pp USD13.25 -33.1% 21 qtrs
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 144.3K -52.3K (-26.6%) 1.28M -347.9K (-21.4%) 0.31% -0.103 pp 0.00% +0.000 pp USD10.54 -15.8% 21 qtrs
36 UBS GROUP AG 143.8K -278.8K (-66.0%) 1.28M -2.2M (-63.6%) 0.31% -0.583 pp 0.00% 0.000 pp USD9.79 -9.4% 21 qtrs
37 PINNACLE HOLDINGS, LLC 142.9K +4.1K (+2.9%) 1.27M +118.1K (+10.3%) 0.31% +0.017 pp 0.43% +0.028 pp USD9.42 -5.8% 4 qtrs
38 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 132.2K +5.4K (+4.3%) 1.17M +122.7K (+11.7%) 0.29% +0.019 pp 0.00% +0.000 pp USD19.76 -55.1% 7 qtrs
39 BARCLAYS PLC 126.2K -3.0K (-2.3%) 1.12M -801.8K (-41.7%) 0.27% +0.001 pp 0.00% 0.000 pp USD14.13 -37.2% 16 qtrs
40 BANK OF NEW YORK MELLON CORP 121.4K -14.6K (-10.7%) 1.08M -49.0K (-4.4%) 0.26% -0.024 pp 0.00% +0.000 pp USD18.67 -52.5% 19 qtrs
41 LEIBMAN FINANCIAL SERVICES, INC. 115.6K +10.8K (+10.3%) 1.03M +157.5K (+18.1%) 0.25% +0.030 pp 0.74% +0.081 pp USD15.04 -41.0% 7 qtrs
42 AMERICAN CENTURY COMPANIES INC 114.1K -2.3K (-2.0%) 1.01M +48.0K (+5.0%) 0.25% +0.002 pp 0.00% +0.000 pp USD15.18 -41.6% 15 qtrs
43 SCHONFELD STRATEGIC ADVISORS LLC 107.9K +107.9K (+100.0%) 956.7K +956.7K (+100.0%) 0.23% +0.235 pp 0.00% +0.004 pp USD8.87 +0.0% 1 qtrs NEW
44 INVESCO LTD. 105.5K +17.6K (+20.0%) 935.9K +207.8K (+28.5%) 0.23% +0.043 pp 0.00% +0.000 pp USD15.32 -42.1% 17 qtrs
45 TUDOR INVESTMENT CORP ET AL 100.6K +100.6K (+100.0%) 892.7K +892.7K (+100.0%) 0.22% +0.219 pp 0.00% +0.002 pp USD8.87 +0.0% 1 qtrs NEW
46 BANK OF AMERICA CORP /DE/ 100.0K +18.7K (+23.1%) 887.1K +214.1K (+31.8%) 0.22% +0.046 pp 0.00% +0.000 pp USD13.75 -35.5% 20 qtrs
47 DIVERSIFIED INVESTMENT STRATEGIES, LLC 100.0K +15.0K (+17.6%) 887.0K +183.2K (+26.0%) 0.22% +0.038 pp 0.58% +0.120 pp USD11.70 -24.2% 3 qtrs
48 JPMORGAN CHASE & CO 94.9K -253.3K (-72.7%) 842.0K -2.0M (-70.8%) 0.21% -0.531 pp 0.00% 0.000 pp USD12.42 -28.6% 21 qtrs
49 FRANKLIN RESOURCES INC 93.9K +13.6K (+17.0%) 833.1K +168.4K (+25.3%) 0.20% +0.034 pp 0.00% +0.000 pp USD12.67 -30.0% 6 qtrs
50 NUVEEN, LLC 82.4K -297.9K (-78.3%) 730.7K -2.4M (-76.8%) 0.18% -0.627 pp 0.00% -0.001 pp USD9.14 -3.0% 4 qtrs
51 WELLS FARGO & COMPANY/MN 82.0K -1.9K (-2.3%) 727.3K +32.4K (+4.7%) 0.18% +0.001 pp 0.00% +0.000 pp USD21.12 -58.0% 21 qtrs
52 P.A.W. CAPITAL CORP 80.0K -40.0K (-33.3%) 709.6K -284.0K (-28.6%) 0.17% -0.080 pp 1.54% -0.173 pp USD8.28 +7.1% 2 qtrs
53 GSA CAPITAL PARTNERS LLP 77.8K +45.7K (+142.4%) 690.0K +424.0K (+159.4%) 0.17% +0.101 pp 0.06% +0.037 pp USD9.67 -8.3% 6 qtrs
54 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 73.5K +73.5K (+100.0%) 652.0K +652.0K (+100.0%) 0.16% +0.160 pp 0.15% +0.148 pp USD8.87 +0.0% 1 qtrs NEW
55 BNP PARIBAS ARBITRAGE, SNC 72.1K +63.2K (+712.6%) 639.7K +566.2K (+770.5%) 0.16% +0.138 pp 0.00% +0.000 pp USD9.15 -3.1% 5 qtrs
56 EXODUSPOINT CAPITAL MANAGEMENT, LP 69.7K +69.7K (+100.0%) 617.8K +617.8K (+100.0%) 0.15% +0.152 pp 0.00% +0.005 pp USD8.87 +0.0% 1 qtrs NEW
57 VICTORY CAPITAL MANAGEMENT INC 69.6K -4.2K (-5.7%) 617.4K +6.1K (+1.0%) 0.15% -0.005 pp 0.00% +0.000 pp USD14.61 -39.3% 13 qtrs
58 SQUAREPOINT OPS LLC 67.7K +67.7K (+100.0%) 600.9K +600.9K (+100.0%) 0.15% +0.148 pp 0.00% +0.001 pp USD8.87 +0.0% 1 qtrs NEW
59 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 66.4K +12.3K (+22.8%) 589.2K +141.4K (+31.6%) 0.14% +0.030 pp 0.00% +0.000 pp USD10.50 -15.5% 3 qtrs
60 HSBC HOLDINGS PLC 64.6K +7.0K (+12.2%) 572.9K +94.6K (+19.8%) 0.14% +0.019 pp 0.00% +0.000 pp USD11.03 -19.6% 8 qtrs
61 FOX RUN MANAGEMENT, L.L.C. 61.5K +61.5K (+100.0%) 545.2K +545.2K (+100.0%) 0.13% +0.134 pp 0.08% +0.084 pp USD8.87 +0.0% 11 qtrs
62 QUANTINNO CAPITAL MANAGEMENT LP 59.4K +41.0K (+222.9%) 527.1K +374.8K (+246.0%) 0.13% +0.090 pp 0.00% +0.001 pp USD9.18 -3.4% 4 qtrs
63 BALYASNY ASSET MANAGEMENT L.P. 54.4K +13.5K (+33.1%) 482.9K +144.3K (+42.6%) 0.12% +0.032 pp 0.00% +0.000 pp USD8.43 +5.2% 2 qtrs
64 RHUMBLINE ADVISERS 52.9K -9.4K (-15.1%) 468.8K -46.9K (-9.1%) 0.12% -0.017 pp 0.00% +0.000 pp USD15.67 -43.4% 15 qtrs
65 VOYA INVESTMENT MANAGEMENT LLC 50.6K -8.5K (-14.3%) 448.8K -40.2K (-8.2%) 0.11% -0.015 pp 0.00% +0.000 pp USD9.80 -9.5% 15 qtrs
66 QUEST PARTNERS LLC 47.7K -9.8K (-17.1%) 423.2K -53.1K (-11.1%) 0.10% -0.018 pp 0.02% -0.007 pp USD9.84 -9.9% 8 qtrs
67 PHARVISION ADVISERS, LLC 45.7K +45.7K (+100.0%) 405.7K +405.7K (+100.0%) 0.10% +0.100 pp 0.21% +0.205 pp USD8.87 +0.0% 1 qtrs NEW
68 CARDINAL POINT CAPITAL MANAGEMENT, ULC 45.0K +5.5K (+13.9%) 399.2K +72.1K (+22.0%) 0.10% +0.014 pp 0.03% +0.003 pp USD8.35 +6.2% 2 qtrs
69 RUSSELL INVESTMENTS GROUP, LTD. 42.3K +102.0 (+0.2%) 375.1K +25.8K (+7.4%) 0.09% +0.003 pp 0.00% +0.000 pp USD22.40 -60.4% 13 qtrs
70 ALLIANCEBERNSTEIN L.P. 36.2K +— (+0.0%) 321.1K +21.4K (+7.1%) 0.08% +0.002 pp 0.00% +0.000 pp USD15.93 -44.3% 17 qtrs
71 MAGNETAR FINANCIAL LLC 35.1K +35.1K (+100.0%) 311.3K +311.3K (+100.0%) 0.08% +0.076 pp 0.00% +0.003 pp USD8.87 +0.0% 1 qtrs NEW
72 BOOTHBAY FUND MANAGEMENT, LLC 31.7K +31.7K (+100.0%) 280.8K +280.8K (+100.0%) 0.07% +0.069 pp 0.00% +0.004 pp USD8.87 +0.0% 1 qtrs NEW
73 STRS OHIO 31.1K +— (+0.0%) 275.9K +18.3K (+7.1%) 0.07% +0.002 pp 0.00% +0.000 pp USD15.02 -40.9% 15 qtrs
74 HRT FINANCIAL LP 31.0K +31.0K (+100.0%) 275.0K +275.0K (+100.0%) 0.07% +0.068 pp 0.00% +0.001 pp USD8.87 +0.0% 1 qtrs NEW
75 WALLEYE TRADING LLC 30.6K -40.0K (-56.7%) 271.2K -313.1K (-53.6%) 0.07% -0.083 pp 0.00% -0.001 pp USD10.83 -18.1% 10 qtrs
76 WINTON GROUP LTD 29.7K +29.7K (+100.0%) 263.4K +263.4K (+100.0%) 0.06% +0.065 pp 0.01% +0.009 pp USD8.87 +0.0% 1 qtrs NEW
77 ENGINEERS GATE MANAGER LP 28.6K +28.6K (+100.0%) 254.0K +254.0K (+100.0%) 0.06% +0.062 pp 0.00% +0.003 pp USD8.87 +0.0% 4 qtrs
78 FULLER & THALER ASSET MANAGEMENT, INC. 27.8K +— (+0.0%) 246.9K +16.4K (+7.1%) 0.06% +0.002 pp 0.00% +0.000 pp USD9.14 -3.0% 4 qtrs
79 SKOPOS LABS, INC. 26.9K -2.3K (-8.0%) 240.8K -1.1K (-0.5%) 0.06% -0.003 pp 0.01% -0.015 pp USD8.42 +5.3% 3 qtrs
80 ALLWORTH FINANCIAL LP 25.1K +24.9K (+12,839.7%) 222.7K +221.1K (+13,755.9%) 0.05% +0.054 pp 0.00% +0.001 pp USD8.90 -0.3% 12 qtrs
81 METLIFE INVESTMENT MANAGEMENT, LLC 24.5K +— (+0.0%) 217.4K +14.5K (+7.1%) 0.05% +0.001 pp 0.00% +0.000 pp USD16.29 -45.5% 15 qtrs
82 PRICE T ROWE ASSOCIATES INC /MD/ 22.8K -12.5K (-35.3%) 203.0K -90.0K (-30.7%) 0.05% -0.025 pp 0.00% +0.000 pp USD18.06 -50.9% 18 qtrs
83 XTX TOPCO LTD 22.5K +22.5K (+100.0%) 199.3K +199.3K (+100.0%) 0.05% +0.049 pp 0.01% +0.005 pp USD8.87 +0.0% 1 qtrs NEW
84 Y-INTERCEPT (HONG KONG) LTD 21.3K +21.3K (+100.0%) 188.6K +188.6K (+100.0%) 0.05% +0.046 pp 0.00% +0.004 pp USD8.87 +0.0% 1 qtrs NEW
85 GRAHAM CAPITAL MANAGEMENT, L.P. 19.8K +19.8K (+100.0%) 175.2K +175.2K (+100.0%) 0.04% +0.043 pp 0.00% +0.004 pp USD8.87 +0.0% 7 qtrs
86 CREATIVE PLANNING 19.1K +3.9K (+25.8%) 169.1K +43.6K (+34.8%) 0.04% +0.009 pp 0.00% +0.000 pp USD11.71 -24.3% 5 qtrs
87 CANADA PENSION PLAN INVESTMENT BOARD 18.8K +18.8K (+100.0%) 166.8K +166.8K (+100.0%) 0.04% +0.041 pp 0.00% +0.000 pp USD8.87 +0.0% 1 qtrs NEW
88 INTECH INVESTMENT MANAGEMENT LLC 18.6K -2.6K (-12.1%) 165.0K -10.3K (-5.9%) 0.04% -0.004 pp 0.00% 0.000 pp USD12.51 -29.1% 6 qtrs
89 GWN SECURITIES INC. 17.5K +5.4K (+45.0%) 154.9K +55.2K (+55.3%) 0.04% +0.013 pp 0.03% +0.008 pp USD11.33 -21.7% 3 qtrs
90 NUMERAI GP LLC 16.9K -17.8K (-51.4%) 149.7K -137.8K (-47.9%) 0.04% -0.037 pp 0.02% -0.023 pp USD8.28 +7.1% 2 qtrs
91 SG AMERICAS SECURITIES, LLC 16.4K -3.0K (-15.6%) 146.0K -15.0K (-9.3%) 0.04% -0.006 pp 0.00% 0.000 pp USD8.28 +7.1% 15 qtrs
92 JASPER RIDGE PARTNERS, L.P. 15.0K +— (+0.0%) 133.3K +8.9K (+7.1%) 0.03% +0.001 pp 0.00% +0.000 pp USD37.06 -76.1% 19 qtrs
93 DIVERSIFIED TRUST CO 14.5K -162.0 (-1.1%) 129.0K +7.2K (+5.9%) 0.03% +0.001 pp 0.00% 0.000 pp USD9.06 -2.1% 4 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 80 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Global X - Cloud Computing ETF CLOU 0.37% 854.6K 0.68%
2 Franklin Small Cap Enhanced ETF FSML 0.26% 394.7K 0.45%
3 Inspire Small/Mid Cap ETF ISMD 0.21% 685.3K 0.53%
4 iShares Digital Entertainment and Education UCITS ETF USD PLAY.AS 0.06% 39.1K 0.40%
5 Vanguard U.S. Value Factor ETF VFVA 0.05% 402.3K 0.13%
6 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.04% 1.06M 0.34%
7 iShares Russell 2000 Value ETF IWN 0.03% 4.93M 0.24%
8 Avantis U.S. Small Cap Equity ETF AVSC 0.03% 928.2K 0.25%
9 Motley Fool Next Index ETF TMFX 0.03% 8.8K 0.50%
10 Vanguard Russell 2000 Value ETF VTWV 0.03% 351.0K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.26
Bearish
Ratio by volume
0.64
Neutral
Buys
10
Sells
39
Shares acquired
353.7K
Shares disposed
553.9K
Cash buys
Cash sales
10.00
Net activity
-200,188
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-27 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt A Class B Common Stock 44,000 0.00 254,984 D
2026-04-13 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 44,000 8.65 380.5K 21,206 D
2026-04-08 Woods Andrew Officer M-Exempt D Restricted Stock Unit 2,810 0.00 30,904 D
2026-04-06 Pantelick Steven Officer S-Sale D Class A Common Stock 16,282 8.44 137.5K 41,319 D
2026-04-06 Klimenko Paulina Officer S-Sale D Class A Common Stock 11,784 8.44 99.5K 61,436 D
2026-04-02 Woods Andrew Officer S-Sale D Class A Common Stock 5,710 8.17 46.7K 69,882 D
2026-04-02 Pantelick Steven Officer S-Sale D Class A Common Stock 16,747 8.17 136.9K 57,601 D
2026-04-02 Kumar Mukul Officer S-Sale D Class A Common Stock 7,830 8.17 64.0K 99,485 D
2026-04-02 Klimenko Paulina Officer S-Sale D Class A Common Stock 12,091 8.17 98.8K 73,220 D
2026-04-02 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 49,916 8.17 408.0K 47,740 D
2026-04-02 Goel Amar K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,528 8.17 53.4K 24,066 D
2026-04-01 Woods Andrew Officer M-Exempt A Class A Common Stock 15,823 0.00 75,592 D
2026-04-01 Pantelick Steven Officer M-Exempt A Class A Common Stock 45,663 0.00 74,348 D
2026-04-01 Kumar Mukul Officer M-Exempt D Restricted Stock Unit 4,279 0.00 12,838 D
2026-04-01 Klimenko Paulina Officer M-Exempt D Restricted Stock Unit 6,583 0.00 19,751 D
2026-04-01 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 43,376 0.00 650,641 D
2026-04-01 Goel Amar K. Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 2,030 0.00 6,090 D
2026-03-30 Goel Rajeev K. Director / Officer / 10% Owner C-Conversion D Class B Common Stock 44,000 0.00 210,984 D
2026-03-09 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt A Class B Common Stock 44,000 0.00 254,984 D
2026-02-17 Woods Andrew Officer A-Award A Restricted Stock Units 69,231 0.00 69,231 D
2026-02-17 Pantelick Steven Officer A-Award A Restricted Stock Units 316,097 0.00 316,097 D
2026-02-17 Kumar Mukul Officer A-Award A Restricted Stock Units 133,761 0.00 133,761 D
2026-02-17 Klimenko Paulina Officer A-Award A Restricted Stock Units 241,595 0.00 241,595 D
2026-02-17 Goel Rajeev K. Director / Officer / 10% Owner A-Award A Restricted Stock Units 694,017 0.00 694,017 D
2026-02-17 Goel Amar K. Director / Officer / 10% Owner A-Award A Restricted Stock Units 138,462 0.00 138,462 D
2026-02-17 Gimbel Lisa Officer S-Sale D Class A Common Stock 1,277 6.29 8.0K 12,775 D
2026-02-15 Gimbel Lisa Officer M-Exempt D Restricted Stock Units 801 0.00 9,616 D
2026-02-02 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt A Class B Common Stock 23,389 0.00 234,373 D
2026-01-30 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 21,592 7.32 158.0K 20,611 D
2026-01-29 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt A Class A Common Stock 42,203 0.00 42,203 D
2026-01-20 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt A Class B Common Stock 44,000 0.00 254,984 D
2026-01-06 Klimenko Paulina Officer S-Sale D Class A Common Stock 12,315 8.73 107.5K 51,780 D
2026-01-06 Goel Amar K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 7,158 8.73 62.5K 12,496 D
2026-01-05 Pantelick Steven Officer S-Sale D Class A Common Stock 18,398 8.81 162.1K 28,685 D
2026-01-05 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 44,000 8.80 387.3K 0 D
2026-01-02 Woods Andrew Officer S-Sale D Class A Common Stock 4,881 8.61 42.0K 59,769 D
2026-01-02 Pantelick Steven Officer S-Sale D Class A Common Stock 12,567 8.61 108.2K 47,083 D
2026-01-02 Klimenko Paulina Officer S-Sale D Class A Common Stock 9,020 8.61 77.7K 64,095 D
2026-01-02 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 25,333 8.61 218.2K 40,183 D
2026-01-02 Goel Amar K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,279 8.61 45.5K 19,654 D
2026-01-01 Woods Andrew Officer M-Exempt D Restricted Stock Unit 3,397 0.00 27,174 D
2026-01-01 Pantelick Steven Officer M-Exempt D Restricted Stock Unit 5,056 0.00 0 D
2026-01-01 Kumar Mukul Officer M-Exempt D Restricted Stock Unit 2,247 0.00 0 D
2026-01-01 Klimenko Paulina Officer M-Exempt D Restricted Stock Unit 6,584 0.00 26,334 D
2026-01-01 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 11,236 0.00 0 D
2026-01-01 Goel Amar K. Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 4,169 0.00 33,350 D
2025-12-22 Goel Rajeev K. Director / Officer / 10% Owner C-Conversion D Class B Common Stock 44,000 0.00 210,984 D
2025-12-08 Goel Rajeev K. Director / Officer / 10% Owner C-Conversion A Class A Common Stock 44,000 0.00 44,000 D
2025-11-24 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt D Stock Option (Right to buy Class B Common Stock) 17,247 1.11 19.1K 404,668 D
2025-11-17 Gimbel Lisa Officer S-Sale D Class A Common Stock 1,073 9.37 10.1K 10,492 D
2025-11-15 Gimbel Lisa Officer M-Exempt D Restricted Stock Units 801 0.00 10,417 D
2025-11-06 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt A Class B Common Stock 44,000 0.00 254,984 D
2025-10-27 Goel Rajeev K. Director / Officer / 10% Owner C-Conversion D Class B Common Stock 44,000 0.00 210,984 D
2025-10-06 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 44,000 8.45 371.9K 0 D
2025-10-03 Pantelick Steven Officer S-Sale D Class A Common Stock 15,186 8.38 127.3K 27,026 D
2025-10-03 Klimenko Paulina Officer S-Sale D Class A Common Stock 10,460 8.38 87.7K 51,780 D
2025-10-03 Goel Amar K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 7,968 8.38 66.8K 12,496 D
2025-10-02 Woods Andrew Officer S-Sale D Class A Common Stock 4,131 8.23 34.0K 51,495 D
2025-10-02 Pantelick Steven Officer S-Sale D Class A Common Stock 15,779 8.23 129.9K 42,212 D
2025-10-02 Kumar Mukul Officer S-Sale D Class A Common Stock 5,428 8.24 44.7K 77,393 D
2025-10-02 Klimenko Paulina Officer S-Sale D Class A Common Stock 10,874 8.23 89.5K 62,240 D
2025-10-02 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 33,381 8.23 274.9K 32,136 D
2025-10-02 Goel Amar K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 4,468 8.23 36.8K 20,464 D
2025-10-01 Woods Andrew Officer M-Exempt D Restricted Stock Unit 3,396 0.00 30,571 D
2025-10-01 Pantelick Steven Officer M-Exempt D Restricted Stock Unit 5,057 0.00 5,056 D
2025-10-01 Kumar Mukul Officer M-Exempt D Restricted Stock Unit 2,248 0.00 2,247 D
2025-10-01 Klimenko Paulina Officer M-Exempt D Restricted Stock Unit 2,902 0.00 2,903 D
2025-10-01 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 11,237 0.00 11,236 D
2025-10-01 Goel Amar K. Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 2,992 0.00 2,993 D
2025-09-15 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt D Stock Option (Right to buy Class B Common Stock) 44,000 1.11 48.8K 126,617 D
2025-09-02 Goel Rajeev K. Director / Officer / 10% Owner C-Conversion A Class A Common Stock 44,000 0.00 44,000 D
2025-09-02 Goel Amar K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 8,020 8.45 67.8K 12,496 D
2025-08-27 Pantelick Steven Officer S-Sale D Class A Common Stock 3,676 8.44 31.0K 27,026 D
2025-08-18 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt A Class B Common Stock 44,000 0.00 254,984 D
2025-08-18 Gimbel Lisa Officer S-Sale D Class A Common Stock 1,062 8.41 8.9K 7,529 D
2025-08-15 Gimbel Lisa Officer M-Exempt A Class A Common Stock 802 0.00 8,591 D
2025-08-01 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt D Stock Option (Right to buy Class B Common Stock) 44,000 1.11 48.8K 258,617 D
2025-07-21 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt A Class B Common Stock 44,000 0.00 254,984 D
2025-07-07 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 44,000 12.53 551.4K 0 D
2025-07-03 Pantelick Steven Officer S-Sale D Class A Common Stock 15,690 12.82 201.2K 30,702 D
2025-07-02 Woods Andrew Officer S-Sale D Class A Common Stock 4,084 12.56 51.3K 44,130 D
2025-07-02 Pantelick Steven Officer S-Sale D Class A Common Stock 15,598 12.54 195.5K 42,392 D
2025-07-02 Kumar Mukul Officer S-Sale D Class A Common Stock 5,366 12.56 67.4K 68,960 D
2025-07-02 Klimenko Paulina Officer S-Sale D Class A Common Stock 8,147 12.56 102.4K 51,780 D
2025-07-02 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 33,001 12.56 414.6K 32,515 D
2025-07-02 Goel Amar K. Director / Officer S-Sale D Class A Common Stock 4,417 12.56 55.5K 20,516 D
2025-07-01 Woods Andrew Officer M-Exempt D Restricted Stock Unit 1,251 0.00 7,505 D
2025-07-01 Pantelick Steven Officer M-Exempt D Restricted Stock Unit 7,407 0.00 103,696 D
2025-07-01 Kumar Mukul Officer M-Exempt A Class A Common Stock 13,861 0.00 74,326 D
2025-07-01 Klimenko Paulina Officer M-Exempt D Restricted Stock Unit 5,363 0.00 75,090 D
2025-07-01 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt A Class A Common Stock 65,516 0.00 65,516 D
2025-07-01 Goel Amar K. Director / Officer M-Exempt D Restricted Stock Unit 4,169 0.00 41,687 D
2025-06-23 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt D Stock Option (Right to buy Class B Common Stock) 44,000 1.11 48.8K 358,102 D
2025-06-09 Goel Rajeev K. Director / Officer / 10% Owner C-Conversion D Class B Common Stock 35,703 0.00 210,984 D
2025-06-03 Pantelick Steven Officer C-Conversion D Class B Common Stock 4,000 0.00 301,488 D
2025-06-03 Gimbel Lisa Officer S-Sale D Class A Common Stock 1,068 11.98 12.8K 5,621 D
2025-06-02 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt D Stock Option (Right to buy Class B Common Stock) 25,000 1.11 27.8K 437,805 D
2025-05-31 MEHTA NIKHIL RAMESH Director M-Exempt A Class A Common Stock 8,447 0.00 18,022 D
2025-05-30 Shulman Yakov (Jacob) Director A-Award A Restricted Stock Units 15,811 0.00 15,811 D
2025-05-30 MEHTA NIKHIL RAMESH Director A-Award A Restricted Stock Units 15,811 0.00 15,811 D
2025-05-30 Jones Ramon Director A-Award A Restricted Stock Units 15,811 0.00 15,811 D
2025-05-30 Hanebrink Anton Director A-Award A Restricted Stock Units 15,811 0.00 15,811 D
2025-05-30 Glaser Shelagh Director A-Award A Restricted Stock Units 15,811 0.00 15,811 D
2025-05-30 Daimler Susan Director A-Award A Restricted Stock Units 15,811 0.00 15,811 D
2025-05-16 Gimbel Lisa Officer S-Sale D Class A Common Stock 1,070 11.50 12.3K 6,689 D
2025-05-15 Gimbel Lisa Officer M-Exempt A Class A Common Stock 801 0.00 7,759 D
2025-05-05 Pantelick Steven Officer S-Sale D Class A Common Stock 4,000 9.83 39.3K 27,026 D
2025-05-05 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt D Stock Option (Right to buy Class B Common Stock) 993 1.11 1.1K 462,805 D
2025-04-03 Woods Andrew Officer S-Sale D Class A Common Stock 2,791 8.43 23.5K 36,718 D
2025-04-03 Pantelick Steven Officer S-Sale D Class A Common Stock 18,384 8.45 155.4K 27,026 D
2025-04-03 Goel Amar K. Director / Officer S-Sale D Class A Common Stock 5,905 8.43 49.8K 12,496 D
2025-04-02 Woods Andrew Officer S-Sale D Class A Common Stock 4,111 9.31 38.3K 39,509 D
2025-04-02 Pantelick Steven Officer S-Sale D Class A Common Stock 12,061 9.31 112.3K 41,410 D
2025-04-02 Kumar Mukul Officer S-Sale D Class A Common Stock 5,401 9.31 50.3K 60,465 D
2025-04-02 Klimenko Paulina Officer S-Sale D Class A Common Stock 7,624 9.31 71.0K 38,592 D
2025-04-02 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 33,213 9.31 309.1K 32,304 D
2025-04-02 Goel Amar K. Director / Officer S-Sale D Class A Common Stock 4,446 9.31 41.4K 18,401 D
2025-04-01 Woods Andrew Officer M-Exempt D Restricted Stock Unit 1,251 0.00 8,756 D
2025-04-01 Pantelick Steven Officer M-Exempt D Restricted Stock Unit 7,407 0.00 111,103 D
2025-04-01 Kumar Mukul Officer M-Exempt A Class A Common Stock 13,861 0.00 65,866 D
2025-04-01 Klimenko Paulina Officer M-Exempt D Restricted Stock Unit 5,364 0.00 80,453 D
2025-04-01 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 11,237 0.00 33,709 D
2025-04-01 Goel Amar K. Director / Officer M-Exempt D Restricted Stock Unit 2,993 0.00 8,978 D
2025-03-05 Kumar Mukul Officer M-Exempt A Class B Common Stock 88,000 0.00 135,600 D
2025-03-03 Pantelick Steven Officer C-Conversion A Class A Common Stock 4,000 0.00 26,506 D
2025-03-03 Goel Rajeev K. Director / Officer / 10% Owner C-Conversion D Class B Common Stock 25,000 0.00 210,984 D
2025-02-18 Woods Andrew Officer A-Award A Stock Option (Right to buy Class A Common Stock) 44,952 15.65 703.5K 44,952 D
2025-02-18 Pantelick Steven Officer A-Award A Restricted Stock Units 118,510 0.00 118,510 D
2025-02-18 Kumar Mukul Officer A-Award A Stock Option (Right to buy Class A Common Stock) 53,125 15.65 831.4K 53,125 D
2025-02-18 Klimenko Paulina Officer A-Award A Stock Option (Right to buy Class A Common Stock) 85,817 15.65 1.34M 85,817 D
2025-02-18 Goel Rajeev K. Director / Officer / 10% Owner A-Award A Stock Option (Right to buy Class A Common Stock) 269,231 15.65 4.21M 269,231 D
2025-02-18 Goel Amar K. Director / Officer A-Award A Restricted Stock Units 51,923 0.00 51,923 D
2025-02-18 Gimbel Lisa Officer A-Award A Restricted Stock Units 12,821 0.00 12,821 D
2025-02-15 Gimbel Lisa Officer M-Exempt D Restricted Stock Units 773 0.00 9,271 D
2025-02-10 Kumar Mukul Officer C-Conversion A Class A Common Stock 7,000 0.00 59,005 D
2025-02-04 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 109 15.24 1.7K 5,896 D
2025-02-03 Pantelick Steven Officer S-Sale D Class A Common Stock 4,000 15.14 60.6K 22,506 D
2025-02-03 Goel Rajeev K. Director / Officer / 10% Owner C-Conversion D Class B Common Stock 24,891 0.00 211,093 D
2025-02-03 Gimbel Lisa Officer S-Sale D Class A Common Stock 300 14.69 4.4K 3,534 D
2025-01-07 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,609 14.94 98.8K 5,896 D
2025-01-06 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 18,391 15.44 284.0K 12,505 D
2025-01-03 Woods Andrew Officer S-Sale D Class A Common Stock 2,579 15.15 39.1K 32,123 D
2025-01-03 Pantelick Steven Officer C-Conversion D Class B Common Stock 4,000 0.00 321,488 D
2025-01-03 Goel Amar K. Director / Officer S-Sale D Class A Common Stock 3,633 15.14 55.0K 10,411 D
2025-01-02 Pantelick Steven Officer S-Sale D Class A Common Stock 10,040 14.84 149.0K 38,285 D
2025-01-02 Kumar Mukul Officer S-Sale D Class A Common Stock 4,480 14.84 66.5K 52,005 D
2025-01-02 Klimenko Paulina Officer S-Sale D Class A Common Stock 6,807 14.84 101.0K 24,882 D
2025-01-02 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 17,793 14.84 264.0K 30,896 D
2025-01-02 Goel Amar K. Director / Officer S-Sale D Class A Common Stock 4,087 14.84 60.6K 14,044 D
2025-01-02 Gimbel Lisa Officer S-Sale D Class A Common Stock 300 14.97 4.5K 3,834 D
2025-01-01 Pantelick Steven Officer M-Exempt A Class A Common Stock 23,558 0.00 48,325 D
2025-01-01 Kumar Mukul Officer M-Exempt D Restricted Stock Unit 2,248 0.00 8,989 D
2025-01-01 Klimenko Paulina Officer M-Exempt A Class A Common Stock 15,972 0.00 31,689 D
2025-01-01 Goel Rajeev K. Director / Officer / 10% Owner M-Exempt D Restricted Stock Unit 11,236 0.00 44,946 D
2025-01-01 Goel Amar K. Director / Officer M-Exempt D Restricted Stock Unit 2,992 0.00 11,971 D
2024-12-31 Pantelick Steven Officer M-Exempt A Class A Common Stock 2,261 0.00 24,767 D
2024-12-31 Kumar Mukul Officer M-Exempt D Restricted Stock Unit 1,055 0.00 0 D
2024-12-31 Klimenko Paulina Officer M-Exempt A Class A Common Stock 1,156 0.00 15,717 D
2024-12-31 Goel Amar K. Director / Officer M-Exempt A Class A Common Stock 1,005 0.00 8,940 D
2024-12-16 Kumar Mukul Officer S-Sale D Class A Common Stock 7,000 16.52 115.6K 44,888 D
2024-12-04 Goel Rajeev K. Director / Officer / 10% Owner G-Gift D Class A Common Stock 7,500 0.00 0 I
2024-12-03 Pantelick Steven Officer S-Sale D Class A Common Stock 4,000 16.56 66.2K 22,506 D
2024-12-03 Gimbel Lisa Officer S-Sale D Class A Common Stock 637 16.55 10.5K 3,546 D
2024-12-02 Kumar Mukul Officer C-Conversion D Class B Common Stock 7,000 0.00 61,600 D
2024-12-02 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 25,000 16.31 407.9K 0 I
2024-12-02 Gimbel Lisa Officer S-Sale D Class A Common Stock 300 15.89 4.8K 4,183 D
2024-11-18 Gimbel Lisa Officer S-Sale D Class A Common Stock 1,378 14.60 20.1K 3,846 D
2024-11-15 Gimbel Lisa Officer M-Exempt D Restricted Stock Units 1,395 0.00 15,345 D
2024-11-13 Kumar Mukul Officer C-Conversion D Class B Common Stock 21,000 0.00 68,600 D
2024-11-05 Goel Rajeev K. Director / Officer / 10% Owner C-Conversion D Class B Common Stock 778 0.00 210,984 D
2024-11-04 Pantelick Steven Officer C-Conversion D Class B Common Stock 4,000 0.00 329,488 D
2024-11-04 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 19,892 14.44 287.3K 4,330 D
2024-10-04 Pantelick Steven Officer M-Exempt A Class B Common Stock 9,462 0.00 333,488 D
2024-10-03 Woods Andrew Officer S-Sale D Class A Common Stock 2,805 14.31 40.1K 29,544 D
2024-10-03 Pantelick Steven Officer S-Sale D Class A Common Stock 12,831 14.31 183.6K 22,506 D
2024-10-03 Goel Amar K. Director / Officer S-Sale D Class A Common Stock 3,889 14.31 55.7K 7,935 D
2024-10-02 Woods Andrew Officer S-Sale D Class A Common Stock 3,076 14.52 44.7K 32,349 D
2024-10-02 Pantelick Steven Officer S-Sale D Class A Common Stock 11,841 14.52 172.0K 35,337 D
2024-10-02 Kumar Mukul Officer S-Sale D Class A Common Stock 4,079 14.52 59.2K 44,888 D
2024-10-02 Klimenko Paulina Officer S-Sale D Class A Common Stock 8,028 14.52 116.6K 14,561 D
2024-10-02 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 24,468 14.52 355.4K 24,222 D
2024-10-02 Goel Amar K. Director / Officer S-Sale D Class A Common Stock 3,254 14.52 47.3K 11,824 D
2024-10-01 Woods Andrew Officer M-Exempt D Restricted Stock Unit 3,396 0.00 44,158 D
2024-10-01 Pantelick Steven Officer M-Exempt D Restricted Stock Unit 9,546 0.00 85,916 D
2024-10-01 Kumar Mukul Officer S-Sale D Class A Common Stock 412 14.87 6.1K 38,427 D
2024-10-01 Klimenko Paulina Officer S-Sale D Class A Common Stock 586 14.87 8.7K 6,618 D
2024-10-01 Goel Rajeev K. Director / Officer / 10% Owner C-Conversion A Class A Common Stock 25,000 0.00 25,000 I
2024-10-01 Goel Amar K. Director / Officer S-Sale D Class A Common Stock 360 14.87 5.4K 5,887 D
2024-09-30 Pantelick Steven Officer M-Exempt D Restricted Stock Unit 2,261 0.00 2,261 D
2024-09-30 Kumar Mukul Officer M-Exempt A Class A Common Stock 1,055 0.00 38,839 D
2024-09-30 Klimenko Paulina Officer M-Exempt D Restricted Stock Unit 1,155 0.00 1,156 D
2024-09-30 Goel Amar K. Director / Officer M-Exempt A Class A Common Stock 1,005 0.00 6,247 D
2024-09-05 Pantelick Steven Officer M-Exempt D Stock Option (Right to buy Class B Common Stock) 21,166 2.16 45.7K 153,833
2024-09-03 Woods Andrew Officer S-Sale D Class A Common Stock 2,710 15.30 41.5K 26,739
2024-09-03 Pantelick Steven Officer C-Conversion D Class B Common Stock 4,000 0.00 285,860
2024-09-03 Goel Rajeev K. Director / Officer / 10% Owner S-Sale D Class A Common Stock 25,000 15.25 381.3K 0
2024-08-27 Gimbel Lisa Officer S-Sale D Class A Common Stock 900 15.83 14.2K 3,056
2024-08-16 Gimbel Lisa Officer S-Sale D Class A Common Stock 2,397 13.66 32.7K 3,956
2024-08-15 Gimbel Lisa Officer M-Exempt D Restricted Stock Units 5,581 0.00 16,740
2024-08-14 Pantelick Steven Officer M-Exempt D Stock Option (Right to buy Class B Common Stock) 25,000 2.16 54.0K 174,999

Executive team

Top executives
EBIT / Employee
-15.2K
Shares Outstanding
47.40M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Rajeev K. Goel, Chief Executive Officer 622.0K 4.53M 3.26M 655.7K 9.07M 85.91%
2 2025 Steven Pantelick, Chief Financial Officer 537.0K 1.0K 2.13M 1.10M 365.9K 4.13M 78.12%
3 2025 Paulina Klimenko, Chief Growth Officer 441.0K 1.0K 1.44M 754.5K 319.0K 2.96M 74.28%
4 2025 Amar K. Goel, Chief Innovation Officer 204.0K 898.6K 991.7K 143.4K 2.24M 84.47%
5 2025 Mukul Kumar, President of Engineering 289.0K 953.4K 478.7K 183.4K 1.90M 75.19%
6 2024 Rajeev K. Goel, Chief Executive Officer 610.0K 3.90M 3.89M 764.3K 9.17M 85.01%
7 2024 Steven Pantelick, Chief Financial Officer 526.0K 1.0K 2.03M 1.19M 426.8K 4.17M 77.12%
8 2024 Paulina Klimenko, Chief Growth Officer 432.0K 1.0K 1.29M 740.0K 348.2K 2.81M 72.22%
9 2024 Amar K. Goel, Chief Innovation Officer 200.0K 854.7K 1.35M 167.0K 2.58M 85.75%
10 2024 Mukul Kumar, President of Engineering 283.0K 912.8K 529.0K 213.4K 1.94M 74.39%
11 2023 Rajeev K. Goel, Chief Executive Officer 610.0K 5.65M 3.19M 824.0K 10.27M 86.04%
12 2023 Steven Pantelick, Chief Financial Officer 506.0K 1.0K 2.34M 1.32M 478.2K 4.65M 78.80%
13 2023 Amar K. Goel, Chief Innovation Officer 285.0K 497.9K 2.53M 276.9K 3.59M 84.33%
14 2023 Paulina Klimenko, Chief Growth Officer 411.0K 1.0K 1.61M 909.8K 402.1K 3.34M 75.62%
15 2023 Mukul Kumar, President of Engineering 252.4K 1.05M 591.6K 240.4K 2.14M 76.93%
16 2022 Rajeev K. Goel, Chief Executive Officer 575.0K 4.72M 1.60M 541.8K 7.44M 85.00%
17 2022 Steven Pantelick, Chief Financial Officer 482.0K 2.13M 722.4K 317.6K 3.65M 78.08%
18 2022 Jeffrey K. Hirsch, Chief Commercial Officer 400.0K 1.22M 414.7K 252.5K 2.29M 71.47%
19 2022 Amar K. Goel, Chief Innovation Officer 266.0K 1.26M 427.3K 195.1K 2.15M 78.52%
20 2022 Mukul Kumar, President of Engineering 233.0K 944.6K 320.9K 142.0K 1.64M 77.14%
21 2021 Rajeev K. Goel, Chief Executive Officer 550.0K 1.68M 5.01M 1.38M 8.61M 77.64%
22 2021 Steven Pantelick, Chief Financial Officer 468.0K 1.44M 1.49M 805.0K 4.20M 69.69%
23 2021 Amar K. Goel, Chief Innovation Officer 270.0K 639.1K 1.91M 440.0K 3.26M 78.20%
24 2021 Jeffrey K. Hirsch, Chief Commercial Officer 379.0K 830.8K 850.9K 615.0K 2.68M 62.85%
25 2021 Jeffrey K. Hirsch , Chief Commercial Officer 379.0K 830.8K 850.9K 615.0K 2.68M 62.85%
26 2021 Mukul Kumar, President of Engineering 230.6K 671.0K 667.5K 348.3K 1.92M 69.81%
27 2020 Rajeev K. Goel, Chief Executive Officer 500.0K 2.28M 963.7K 3.75M 60.94%
28 2020 Jeffrey K. Hirsch , Chief Commercial Officer 367.8K 378.3K 425.4K 2.09M 18.07%
29 2020 Steven Pantelick, Chief Financial Officer 454.5K 762.3K 473.6K 1.69M 45.09%
30 2020 Jeffrey K. Hirsch, Chief Commercial Officer 367.8K 378.3K 425.4K 1.17M 32.29%
31 2020 Amar K. Goel, Chief Innovation Officer 257.6K 189.9K 307.8K 755.4K 25.15%
32 2019 Rajeev K. Goel, Chief Executive Officer 450.0K 409.2K 763.2K 1.62M 25.22%
33 2019 Steven Pantelick, Chief Financial Officer 400.0K 245.4K 381.6K 1.03M 23.89%
34 2019 Amar K. Goel, Chief Innovation Officer 305.9K 155.3K 367.8K 828.9K 18.73%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-15 DEFA14A
2026-04-15 DEF 14A
2025-04-17 DEFA14A
2025-04-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-29 4
2026-04-22 8-K
2026-04-15 DEFA14A
2026-04-15 DEF 14A
2026-04-14 4
2026-04-14 4
2026-04-14 4
2026-04-14 4

Executive team

NameTitleCompensationGender
Rajeev K. Goel Co-Founder, Chief Executive Officer & Director 1M male
Steven Pantelick Chief Financial Officer 903.9K male
Paulina Klimenko Chief Growth Officer 761.0K female
Mukul Kumar Co-Founder & President of Engineering 472.4K male
Amar K. Goel Founder, Chief Innovation Officer & Chairman 347.4K male
Lorrie Dougherty Senior Vice President of Human Resources female
Lisa Gimbel Chief Accounting Officer & Principal Accounting Officer female
John Petralia Chief Marketing Officer male
Jason Barnes Chief Revenue Officer of APAC male
Andrew Woods General Counsel & Corporate Secretary male
ESG Rating
B
SOFTWARE - APPLICATION
2026
E (Environmental)
61.9 / 66.0
Company / Sector avg.
S (Social)
64.4 / 69.5
Company / Sector avg.
G (Governance)
62.1 / 67.5
Company / Sector avg.
ESG Total
62.8 / 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