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Roblox Corporation (RBLX)

USD55.09 -0.27 (-0.48%)
US NYSE Technology Electronic Gaming & Multimedia
Address 970 Park Place 94403
San Mateo, CA, US
CEO David Baszucki
IPO 2021-03-10
CIK 1315098 ISIN US7710491033

Explore sections of this company profile

Description

Roblox Corporation oversees the development and operation of a leading digital entertainment ecosystem. Its offerings include Roblox Studio, a complimentary suite of tools empowering developers and artists to construct, launch, and manage interactive 3D environments and various other forms of content. Through the Roblox Client application, users can navigate and immerse themselves in these digital 3D realms. The platform also features Roblox Education, specifically designed for educational pursuits. Furthermore, Roblox Cloud furnishes the fundamental services and infrastructure necessary to support its unique human co-experience platform. With a vast customer base, the company caters to users across the United States, the United Kingdom, Canada, numerous European nations, China, the Asia-Pacific region, and other global markets. Incorporated in 2004, its primary corporate operations are based in San Mateo, 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
USD55.09 -0.27 (-0.48%)
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Volume Profile
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Liquidity & share structure
Average Volume
13M
Beta
1.41
Float Shares
641.92M
Free Float %
89.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.56% -5.87% -27.96% -34.24% -58.98% -48.74% -46.07% +6.59% -40.38% -40.23% -40.23%
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 (37 ratings, all time) Buy
Price Targets & DCF
Current price
55.09
Low 46.00 -16.5%
Consensus 87.63 +59.1%
Median 83.50 +51.6%
High 141.00 +156.0%
DCF (Levered) 32.32 -41.3%

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

Ratings Trend (MoM) 68% Bullish
Rating 2026-05 Change
Strong Buy 6 0
Buy 21 0
Hold 12 +4
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 8
66.88
+21.4%
Last Quarter 8
66.88
+21.4%
Last Year 46
118.09
+114.4%
All Time 108
79.03
+43.5%
Quality scores
Altman Z-Score
1.23
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
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 Electronic Gaming & Multimedia: +4.1%
    +35.8% Q1'26: +39.3% (vs Q1'25)
  • EPS growth Electronic Gaming & Multimedia: +20.0%
    -6.9% Q1'26: -9.4% (vs Q1'25)
  • FCF margin FCF growth · Electronic Gaming & Multimedia: +41.4%
    +7.8% Q1'26: +41.3% (vs Q1'25)
  • EBIT margin Electronic Gaming & Multimedia: +10.3%
    -21.0% Q1'26: -20.4% (vs Q1'25)
  • ROIC Electronic Gaming & Multimedia: +6.6%
    Q1'26: +54.1% (vs Q1'25)
  • Share dilution Electronic Gaming & Multimedia: +0.0%
    +6.5% Q1'26: +6.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Electronic Gaming & Multimedia: -1.53×
    -2.04× Q1'26: -0.53× (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 (1.50) × ERP
WACC = 95% × Ke + 5% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 55.09
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
16 Rev. Ana.
18 EPS Ana.
Dec 2027
18 Rev. Ana.
19 EPS Ana.
Dec 2028
13 Rev. Ana.
14 EPS Ana.
Dec 2029
12 Rev. Ana.
8 EPS Ana.
Dec 2030
6 Rev. Ana.
12 EPS Ana.
Revenue
923.89M
est: 1.88B (-50.9%)
1.92B
est: 2.72B (-29.5%)
2.23B
est: 2.80B (-20.6%)
2.80B
est: 3.16B (-11.4%)
3.60B
est: 4.38B (-17.8%)
4.89B
est: 6.62B (-26.1%)
7.55B
7.44B – 7.65B
+14.1% YoY
8.96B
8.74B – 9.66B
+18.7% YoY
10.73B
10.69B – 10.78B
+19.8% YoY
13.36B
11.96B – 14.58B
+24.5% YoY
15.42B
13.80B – 16.82B
+15.4% YoY
EBITDA
-220.54M
est: -494.17M (+55.4%)
-421.40M
est: -1.03B (+59.0%)
-761.86M
est: -316.49M (-140.7%)
-910.95M
est: -781.61M (-16.5%)
-670.25M
est: -1.08B (+38.2%)
-802.18M
est: -1.64B (+51.0%)
-1.87B
-1.89B – -1.84B
-14.1% YoY
-2.22B
-2.39B – -2.16B
-18.7% YoY
-2.66B
-2.67B – -2.65B
-19.8% YoY
-3.31B
-3.61B – -2.96B
-24.5% YoY
-3.82B
-4.16B – -3.41B
-15.4% YoY
EBIT
-264.35M
est: -600.56M (+56.0%)
-497.02M
est: -1.21B (+58.8%)
-891.95M
est: -398.19M (-124.0%)
-1.12B
est: -959.25M (-16.7%)
-896.69M
est: -1.33B (+32.6%)
-1.03B
est: -2.01B (+48.8%)
-2.29B
-2.32B – -2.26B
-14.1% YoY
-2.72B
-2.94B – -2.65B
-18.7% YoY
-3.26B
-3.27B – -3.25B
-19.8% YoY
-4.06B
-4.43B – -3.63B
-24.5% YoY
-4.68B
-5.11B – -4.19B
-15.4% YoY
Net Income
-253.25M
est: 530.94M (-147.7%)
-491.65M
est: -1.19B (+58.7%)
-924.37M
est: -1.14B (+18.8%)
-1.15B
est: -1.08B (-6.9%)
-935.38M
est: -1.08B (+13.7%)
-1.07B
est: -1.10B (+2.8%)
-1.07B
-1.09B – -966.22M
+2.4% YoY
-879.28M
-1.09B – -457.59M
+17.8% YoY
-520.67M
-1.28B – 623.22M
+40.8% YoY
-694.29M
-776.47M – -599.50M
-33.3% YoY
-579.27M
-647.84M – -500.19M
+16.6% YoY
SGA
155.73M
est: 343.08M (-54.6%)
389.38M
est: 496.26M (-21.5%)
414.77M
est: 1.15B (-63.9%)
536.52M
est: 575.65M (-6.8%)
581.69M
est: 798.64M (-27.2%)
826.29M
est: 1.21B (-31.5%)
1.38B
1.36B – 1.39B
+14.1% YoY
1.63B
1.59B – 1.76B
+18.7% YoY
1.96B
1.95B – 1.96B
+19.8% YoY
2.44B
2.18B – 2.66B
+24.5% YoY
2.81B
2.51B – 3.07B
+15.4% YoY
EPS
-0.47
est: 0.82 (-157.3%)
-0.97
est: -0.81 (-19.5%)
-1.55
est: -1.56 (+0.7%)
-1.87
est: -1.71 (-9.5%)
-1.44
est: -1.55 (+6.9%)
-1.54
est: -1.55 (+0.4%)
-1.50
-1.58 – -1.40
+2.7% YoY
-1.13
-1.58 – -0.66
+25.2% YoY
-0.75
-1.85 – 0.90
+33.5% YoY
-1.01
-1.13 – -0.87
-34.4% YoY
-0.84
-0.94 – -0.73
+16.6% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 Piper Sandler Overweight Neutral Downgrade
2026-05-04 Goldman Sachs Buy Buy Maintain
2026-05-01 UBS Neutral Neutral Maintain
2026-04-23 Wedbush Outperform Outperform Maintain
2026-04-22 Goldman Sachs Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-08 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-07 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-05 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-04 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-04-15 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
2.18B
OE per share TTM
3.11
Owner's Yield
7.41%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
36.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
200
Total invested
722.40M
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 Hodong Nam 84.45M 16.00% 1.64M 82.82M 1.64M IN United States of America 2022-02-14
2 Han Kim 84.44M 16.00% 1.62M 82.82M 1.62M IN United States of America 2022-02-14
3 Anthony P. Lee 84.41M 16.00% 1.59M 82.82M 1.59M IN United States of America 2022-02-14
4 2020 David Baszucki Gift Trust 63.69M 12.10% 13.15M OO United States of America 2022-02-14
5 2020 Jan Baszucki Gift Trust 63.69M 12.10% 13.52M 13.52M OO United States of America 2022-02-14
6 The Freedom Revocable Trust dtd 02/28/2017 63.69M 12.10% 27.10M 27.10M OO United States of America 2022-02-14
7 David Baszucki 63.69M 11.90% 50.54M 13.15M 50.54M IN United States of America 2022-02-14
8 Altos Management Partners IV, LLC 46.36M 8.80% 46.36M 46.36M OO Delaware 2022-02-14
9 Morgan Stanley 35.82M 6.50% 31.78M 35.82M HC, CO Delaware. 2023-02-09
10 Morgan Stanley Investment Management Inc. 34.30M 6.20% 30.30M 34.30M IA, CO Delaware. 2023-02-09
11 Baillie Gifford & Co (Scottish partnership) 29.44M 11.00% IA SCOTLAND UK 2023-01-20
12 Altos Ventures IV Liquidity Fund, L.P. 29.43M 5.60% 29.43M 29.43M PN Delaware 2022-02-14
13 Altos Roblox Management Partners, LLC 22.34M 4.20% 22.34M 22.34M OO Delaware 2022-02-14
14 Altos Roblox SPV 1, LLC 19.60M 3.70% 19.60M 19.60M OO Delaware 2022-02-14
15 Altos Ventures IV, LP 16.32M 3.10% 16.32M 16.32M PN Delaware 2022-02-14
16 Altos Roblox 2020 Management Partners, LLC 13.65M 2.60% 13.65M 13.65M OO Delaware 2022-02-14
17 Altos Roblox SPV 2020, LLC 13.65M 2.60% 13.65M 13.65M OO Delaware 2022-02-14
18 Altos Roblox SPV 2, LLC 2.74M 0.50% 2.74M 2.74M OO Delaware 2022-02-14
19 Altos Ventures IV Reserve Fund, L.P. 613.0K 0.10% 613.0K 613.0K PN Delaware 2022-02-14
20 Altos Hybrid 2, GP, LLC 327.4K 0.10% 327.4K 327.4K OO Delaware 2022-02-14
21 Altos Hybrid 2, LP 327.4K 0.10% 327.4K 327.4K PN Delaware 2022-02-14
22 Altos Hybrid 4, GP, LLC 111.1K 0.10% 111.1K 111.1K OO Delaware 2022-02-14
23 Altos Hybrid 4, LP 111.1K 0.00% 111.1K 111.1K PN Delaware 2022-02-14
24 Altos Ventures Management, Inc. 33.3K 0.00% 33.3K 33.3K CO Delaware 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
200
-809 vs prev Q
New positions
29
Closed positions
775
Increased
91
Reduced
69
Put/Call ratio
0.00
Calls held
900.00
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 63.46M +1.0M (+1.6%) 5.14B -3.5B (-40.5%) 9.04% -0.076 pp 0.07% -0.055 pp USD52.35 +54.8% 20 qtrs
2 FMR LLC 46.43M -90.9K (-0.2%) 3.76B -2.7B (-41.6%) 6.62% -0.178 pp 0.19% -0.143 pp USD55.75 +45.3% 20 qtrs
3 BLACKROCK, INC. 41.53M +2.1M (+5.4%) 3.36B -2.1B (-38.3%) 5.92% +0.166 pp 0.06% -0.039 pp USD64.59 +25.5% 6 qtrs
4 CAPITAL INTERNATIONAL INVESTORS 31.95M +2.2M (+7.3%) 2.59B -1.5B (-37.2%) 4.55% +0.206 pp 0.41% -0.260 pp USD97.98 -17.3% 4 qtrs
5 BAILLIE GIFFORD & CO 21.54M -1.8M (-7.5%) 1.75B -1.5B (-45.9%) 3.09% -0.312 pp 1.45% -0.940 pp USD35.85 +126.0% 16 qtrs
6 MORGAN STANLEY 20.73M +1.6M (+8.1%) 1.68B -976.2M (-36.8%) 2.95% +0.154 pp 0.10% -0.061 pp USD76.33 +6.2% 20 qtrs
7 JPMORGAN CHASE & CO 19.52M -399.8K (-2.0%) 1.58B -1.2B (-42.7%) 2.80% -0.109 pp 0.10% -0.066 pp USD124.86 -35.1% 20 qtrs
8 IEQ CAPITAL, LLC 17.25M -225.0K (-1.3%) 1.40B -1.0B (-42.3%) 2.46% -0.094 pp 4.18% -3.162 pp USD45.23 +79.2% 20 qtrs
9 STATE STREET CORP 13.81M +442.5K (+3.3%) 1.12B -732.8M (-39.6%) 1.97% +0.016 pp 0.04% -0.027 pp USD51.92 +56.1% 17 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 12.22M +547.1K (+4.7%) 988.00M -625.0M (-38.7%) 1.74% +0.037 pp 0.06% -0.042 pp USD57.82 +40.1% 15 qtrs
11 CAPITAL WORLD INVESTORS 12.14M -854.7K (-6.6%) 983.46M -816.2M (-45.4%) 1.73% -0.168 pp 0.13% -0.112 pp USD73.44 +10.3% 7 qtrs
12 AQR CAPITAL MANAGEMENT LLC 10.31M +615.3K (+6.3%) 832.97M -477.8M (-36.4%) 1.47% +0.053 pp 0.44% -0.403 pp USD62.12 +30.4% 11 qtrs
13 TEMASEK HOLDINGS (PRIVATE) LTD 7.78M +— (+0.0%) 630.23M -447.1M (-41.5%) 1.13% -0.008 pp 2.00% -1.721 pp USD57.28 +41.5% 20 qtrs
14 RENAISSANCE TECHNOLOGIES LLC 6.63M -255.0K (-3.7%) 537.11M -416.4M (-43.7%) 0.94% -0.061 pp 0.83% -0.426 pp USD65.22 +24.2% 19 qtrs
15 TWO SIGMA ADVISERS, LP 6.51M +3.6M (+124.8%) 527.27M +126.3M (+31.5%) 0.93% +0.504 pp 1.03% +0.223 pp USD65.65 +23.4% 18 qtrs
16 FRANKLIN RESOURCES INC 6.06M -901.0K (-12.9%) 491.26M -473.3M (-49.1%) 0.86% -0.153 pp 0.12% -0.120 pp USD63.63 +27.3% 20 qtrs
17 D. E. SHAW & CO., INC. 6.01M +975.3K (+19.4%) 487.27M -210.6M (-30.2%) 0.86% +0.121 pp 0.27% -0.127 pp USD78.05 +3.8% 19 qtrs
18 VALUEACT HOLDINGS, L.P. 5.98M +1.7M (+39.5%) 484.22M -109.1M (-18.4%) 0.87% +0.241 pp 6.89% -3.113 pp USD52.50 +54.3% 10 qtrs
19 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 5.79M +645.9K (+12.5%) 469.49M -243.6M (-34.2%) 0.83% +0.079 pp 0.15% -0.070 pp USD78.13 +3.7% 5 qtrs
20 NORGES BANK 5.37M +5.4M (+100.0%) 435.42M +435.4M (+100.0%) 0.77% +0.766 pp 0.05% +0.047 pp USD81.03 +0.0% 1 qtrs NEW
21 NUVEEN, LLC 4.97M +839.9K (+20.4%) 402.38M -169.1M (-29.6%) 0.71% +0.105 pp 0.11% -0.046 pp USD104.39 -22.4% 4 qtrs
22 ARK INVESTMENT MANAGEMENT LLC 4.83M -478.5K (-9.0%) 391.73M -344.2M (-46.8%) 0.69% -0.087 pp 2.60% -1.781 pp USD45.44 +78.3% 20 qtrs
23 MARSHALL WACE, LLP 4.49M +1.1M (+30.7%) 363.79M -112.0M (-23.5%) 0.64% +0.138 pp 0.33% -0.151 pp USD59.62 +35.9% 7 qtrs
24 CITADEL ADVISORS LLC 4.45M +1.0M (+29.5%) 360.75M -115.4M (-24.2%) 0.63% +0.132 pp 0.05% -0.018 pp USD67.33 +20.3% 20 qtrs
25 QUBE RESEARCH & TECHNOLOGIES LTD 4.43M +2.7M (+149.0%) 359.12M +112.5M (+45.6%) 0.63% +0.372 pp 0.36% +0.110 pp USD71.95 +12.6% 12 qtrs
26 WHALE ROCK CAPITAL MANAGEMENT LLC 4.11M +385.5K (+10.4%) 332.64M -182.6M (-35.4%) 0.60% +0.052 pp 4.25% -1.814 pp USD59.88 +35.3% 6 qtrs
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4.08M -1.1M (-21.9%) 330.98M -393.4M (-54.3%) 0.58% -0.182 pp 0.04% -0.045 pp USD78.67 +3.0% 20 qtrs
28 SUMITOMO MITSUI TRUST HOLDINGS, INC. 4.04M -423.8K (-9.5%) 327.01M -290.7M (-47.1%) 0.58% -0.072 pp 0.19% -0.163 pp USD43.60 +85.8% 20 qtrs
29 GOLDMAN SACHS GROUP INC 3.93M -342.3K (-8.0%) 318.26M -273.2M (-46.2%) 0.56% -0.060 pp 0.04% -0.033 pp USD49.76 +62.8% 20 qtrs
30 PRICE T ROWE ASSOCIATES INC /MD/ 3.90M -2.0M (-33.9%) 315.76M -501.4M (-61.4%) 0.57% -0.296 pp 0.03% -0.053 pp USD84.75 -4.4% 20 qtrs
31 BNP PARIBAS ARBITRAGE, SNC 3.38M +1.7M (+99.5%) 273.69M +39.1M (+16.7%) 0.48% +0.234 pp 0.12% -0.001 pp USD69.41 +16.7% 5 qtrs
32 BANK OF AMERICA CORP /DE/ 3.31M +524.9K (+18.9%) 267.90M -117.4M (-30.5%) 0.47% +0.065 pp 0.02% -0.007 pp USD75.26 +7.7% 20 qtrs
33 SANDS CAPITAL MANAGEMENT, LLC 3.18M -293.1K (-8.4%) 257.95M -223.6M (-46.4%) 0.45% -0.054 pp 0.78% -0.544 pp USD44.26 +83.1% 6 qtrs
34 AMUNDI 3.14M +1.2M (+65.8%) 254.68M +15.3M (+6.4%) 0.46% +0.179 pp 0.07% -0.008 pp USD64.58 +25.5% 18 qtrs
35 TWO SIGMA INVESTMENTS, LP 3.01M +1.3M (+77.6%) 243.68M +9.1M (+3.9%) 0.43% +0.181 pp 0.34% -0.006 pp USD62.17 +30.3% 16 qtrs
36 SRS INVESTMENT MANAGEMENT, LLC 2.94M +2.9M (+100.0%) 238.07M +238.1M (+100.0%) 0.42% +0.419 pp 2.51% +2.506 pp USD81.03 +0.0% 1 qtrs NEW
37 JANE STREET GROUP, LLC 2.89M -105.6K (-3.5%) 233.96M -180.6M (-43.6%) 0.41% -0.023 pp 0.04% -0.028 pp USD76.25 +6.3% 6 qtrs
38 NIKKO ASSET MANAGEMENT AMERICAS, INC. 2.77M -400.5K (-12.6%) 224.27M -214.7M (-48.9%) 0.39% -0.068 pp 2.59% -1.662 pp USD44.64 +81.5% 20 qtrs
39 LEGAL & GENERAL GROUP PLC 2.72M +41.0K (+1.5%) 220.50M -150.8M (-40.6%) 0.39% -0.004 pp 0.05% -0.034 pp USD54.26 +49.3% 17 qtrs
40 NORTHERN TRUST CORP 2.62M -1.0M (-27.9%) 212.08M -291.0M (-57.8%) 0.37% -0.157 pp 0.03% -0.037 pp USD50.80 +59.5% 20 qtrs
41 FEDERATED HERMES, INC. 2.56M -672.1K (-20.8%) 207.33M -240.2M (-53.7%) 0.36% -0.107 pp 0.35% -0.444 pp USD78.58 +3.1% 9 qtrs
42 FOXHAVEN ASSET MANAGEMENT, LP 2.54M +79.1K (+3.2%) 205.99M -135.2M (-39.6%) 0.37% +0.009 pp 5.07% -2.781 pp USD49.55 +63.5% 6 qtrs
43 UBS GROUP AG 2.54M +946.8K (+59.5%) 205.58M -14.7M (-6.7%) 0.36% +0.129 pp 0.03% -0.001 pp USD77.34 +4.8% 20 qtrs
44 UBS ASSET MANAGEMENT AMERICAS INC 2.45M +107.4K (+4.6%) 198.65M -126.1M (-38.8%) 0.35% +0.007 pp 0.04% -0.029 pp USD52.39 +54.7% 15 qtrs
45 ARTISAN PARTNERS LIMITED PARTNERSHIP 2.29M +365.1K (+18.9%) 185.75M -81.2M (-30.4%) 0.33% +0.051 pp 0.28% -0.101 pp USD76.65 +5.7% 4 qtrs
46 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.27M +76.3K (+3.5%) 183.80M -119.8M (-39.5%) 0.32% +0.003 pp 0.03% -0.020 pp USD43.69 +85.5% 18 qtrs
47 WORLDQUANT MILLENNIUM ADVISORS LLC 2.16M +1.1M (+110.0%) 174.73M +32.5M (+22.9%) 0.31% +0.163 pp 0.68% +0.064 pp USD72.11 +12.4% 11 qtrs
48 FIRST TRUST ADVISORS LP 2.08M -480.1K (-18.7%) 168.66M -186.2M (-52.5%) 0.30% -0.078 pp 0.12% -0.142 pp USD54.34 +49.1% 19 qtrs
49 MILLENNIUM MANAGEMENT LLC 2.05M +1.1M (+112.2%) 166.21M +32.3M (+24.1%) 0.29% +0.151 pp 0.07% +0.013 pp USD67.62 +19.8% 20 qtrs
50 SQUAREPOINT OPS LLC 2.04M +1.6M (+416.2%) 164.95M +110.3M (+202.0%) 0.29% +0.232 pp 0.18% +0.121 pp USD74.62 +8.6% 16 qtrs
51 DEUTSCHE BANK AG\ 2.02M +133.1K (+7.1%) 163.40M -97.5M (-37.4%) 0.29% +0.014 pp 0.05% -0.034 pp USD55.24 +46.7% 20 qtrs
52 SOMA EQUITY PARTNERS LP 1.88M +185.0K (+10.9%) 152.33M -82.5M (-35.1%) 0.27% +0.020 pp 8.38% -3.405 pp USD52.80 +53.5% 20 qtrs
53 JACOBS LEVY EQUITY MANAGEMENT, INC 1.88M +709.9K (+60.8%) 152.14M -9.6M (-5.9%) 0.27% +0.097 pp 0.59% -0.055 pp USD55.81 +45.2% 11 qtrs
54 ROYAL BANK OF CANADA 1.83M +26.8K (+1.5%) 148.49M -101.6M (-40.6%) 0.26% -0.003 pp 0.02% -0.017 pp USD74.88 +8.2% 20 qtrs
55 BANK OF NEW YORK MELLON CORP 1.79M +58.8K (+3.4%) 144.85M -94.6M (-39.5%) 0.25% +0.002 pp 0.03% -0.021 pp USD62.58 +29.5% 20 qtrs
56 WELLINGTON MANAGEMENT GROUP LLP 1.76M +196.5K (+12.5%) 142.97M -74.2M (-34.2%) 0.25% +0.022 pp 0.03% -0.013 pp USD65.27 +24.1% 18 qtrs
57 INVESCO LTD. 1.75M -878.6K (-33.5%) 141.57M -222.1M (-61.1%) 0.25% -0.135 pp 0.02% -0.036 pp USD80.72 +0.4% 19 qtrs
58 GILDER GAGNON HOWE & CO LLC 1.70M -7.4K (-0.4%) 137.92M -98.9M (-41.8%) 0.25% -0.003 pp 1.46% -0.957 pp USD48.88 +65.8% 20 qtrs
59 RAYMOND JAMES FINANCIAL INC 1.63M -213.8K (-11.6%) 132.70M -122.1M (-47.9%) 0.23% -0.037 pp 0.04% -0.041 pp USD120.72 -32.9% 5 qtrs
60 SWISS NATIONAL BANK 1.59M -40.7K (-2.5%) 129.14M -97.3M (-43.0%) 0.23% -0.012 pp 0.08% -0.055 pp USD45.76 +77.1% 15 qtrs
61 ASSENAGON ASSET MANAGEMENT S.A. 1.55M +1.2M (+342.6%) 125.71M +77.2M (+158.9%) 0.22% +0.171 pp 0.17% +0.107 pp USD83.63 -3.1% 8 qtrs
62 MAN GROUP PLC 1.44M +685.4K (+90.5%) 116.93M +12.0M (+11.4%) 0.21% +0.095 pp 0.20% +0.016 pp USD60.63 +33.6% 20 qtrs
63 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.43M +498.8K (+53.3%) 116.24M -13.4M (-10.3%) 0.21% +0.071 pp 0.41% -0.027 pp USD62.50 +29.6% 18 qtrs
64 VOYA INVESTMENT MANAGEMENT LLC 1.41M +130.4K (+10.2%) 113.59M -62.6M (-35.5%) 0.20% +0.014 pp 0.11% -0.064 pp USD52.58 +54.1% 19 qtrs
65 AMERICAN CENTURY COMPANIES INC 1.32M +2.6K (+0.2%) 107.32M -75.8M (-41.4%) 0.19% -0.004 pp 0.05% -0.039 pp USD118.06 -31.4% 3 qtrs
66 DURABLE CAPITAL PARTNERS LP 1.16M -2.4M (-67.1%) 94.22M -394.8M (-80.7%) 0.17% -0.347 pp 0.89% -2.732 pp USD69.44 +16.7% 5 qtrs
67 NOMURA HOLDINGS INC 1.15M +1.1M (+3,073.8%) 93.10M +88.1M (+1,756.6%) 0.16% +0.158 pp 0.12% +0.116 pp USD79.73 +1.6% 12 qtrs
68 CLEARBRIDGE INVESTMENTS, LLC 1.11M +654.8K (+144.7%) 89.73M +27.0M (+43.1%) 0.16% +0.092 pp 0.07% +0.025 pp USD97.45 -16.8% 5 qtrs
69 AMERIPRISE FINANCIAL INC 1.10M +134.6K (+13.9%) 89.33M -44.7M (-33.4%) 0.16% +0.016 pp 0.02% -0.011 pp USD111.37 -27.2% 20 qtrs
70 MERITECH CAPITAL ASSOCIATES V L.L.C. 1.08M +— (+0.0%) 87.32M -62.0M (-41.5%) 0.15% -0.004 pp 48.58% -4.182 pp USD64.83 +25.0% 20 qtrs
71 CANADA PENSION PLAN INVESTMENT BOARD 1.06M -514.3K (-32.6%) 86.28M -132.5M (-60.6%) 0.15% -0.076 pp 0.06% -0.096 pp USD79.40 +2.1% 20 qtrs
72 12 WEST CAPITAL MANAGEMENT LP 1.05M -15.0K (-1.4%) 85.08M -62.4M (-42.3%) 0.15% -0.006 pp 10.13% -5.169 pp USD43.94 +84.4% 20 qtrs
73 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1.05M +22.2K (+2.2%) 84.79M -57.1M (-40.2%) 0.15% -0.001 pp 0.05% -0.037 pp USD55.96 +44.8% 14 qtrs
74 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 1.03M +145.4K (+16.5%) 83.35M -39.0M (-31.9%) 0.15% +0.019 pp 0.12% -0.059 pp USD68.56 +18.2% 15 qtrs
75 NEUBERGER BERMAN GROUP LLC 941.7K -898.0 (-0.1%) 76.30M -54.3M (-41.6%) 0.13% -0.004 pp 0.06% -0.039 pp USD65.60 +23.5% 20 qtrs
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 913.7K +12.9K (+1.4%) 74.04M -50.7M (-40.7%) 0.13% -0.001 pp 0.07% -0.054 pp USD49.54 +63.6% 15 qtrs
77 NATIONAL PENSION SERVICE 906.6K -791.2K (-46.6%) 73.46M -161.7M (-68.8%) 0.13% -0.119 pp 0.05% -0.128 pp USD78.77 +2.9% 8 qtrs
78 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 895.2K +88.1K (+10.9%) 72.47M -39.3M (-35.2%) 0.13% +0.011 pp 0.05% -0.031 pp USD72.22 +12.2% 15 qtrs
79 RHUMBLINE ADVISERS 891.1K -22.2K (-2.4%) 72.21M -54.3M (-42.9%) 0.13% -0.006 pp 0.06% -0.043 pp USD50.34 +61.0% 19 qtrs
80 ADAPT INVESTMENT MANAGERS SA 800.0K +— (+0.0%) 64.82M -46.0M (-41.5%) 0.12% -0.001 pp 0.48% -0.565 pp USD105.20 -23.0% 3 qtrs
81 SCOPUS ASSET MANAGEMENT, L.P. 750.0K +250.6K (+50.2%) 60.77M -8.4M (-12.1%) 0.11% +0.036 pp 0.99% +0.055 pp USD83.05 -2.4% 4 qtrs
82 DIMENSIONAL FUND ADVISORS LP 705.6K -3.6K (-0.5%) 57.18M -41.1M (-41.8%) 0.10% -0.003 pp 0.01% -0.009 pp USD49.55 +63.5% 17 qtrs
83 QUANTINNO CAPITAL MANAGEMENT LP 700.1K -17.4K (-2.4%) 56.73M -42.7M (-42.9%) 0.10% -0.005 pp 0.11% -0.157 pp USD109.04 -25.7% 7 qtrs
84 WALLEYE TRADING LLC 687.6K +40.2K (+6.2%) 55.72M -34.0M (-37.9%) 0.10% +0.003 pp 0.08% -0.057 pp USD63.50 +27.6% 20 qtrs
85 BARCLAYS PLC 677.1K -812.3K (-54.5%) 54.86M -11.1M (-16.8%) 0.10% -0.121 pp 0.01% -0.004 pp USD85.63 -5.4% 16 qtrs
86 RUSSELL INVESTMENTS GROUP, LTD. 651.9K +89.8K (+16.0%) 52.84M -25.3M (-32.4%) 0.09% +0.011 pp 0.06% -0.031 pp USD70.16 +15.5% 16 qtrs
87 CITIGROUP INC 651.5K -229.0K (-26.0%) 52.79M -69.2M (-56.7%) 0.09% -0.036 pp 0.02% -0.031 pp USD107.49 -24.6% 20 qtrs
88 WELLS FARGO & COMPANY/MN 647.4K +30.7K (+5.0%) 52.46M -33.0M (-38.6%) 0.09% +0.002 pp 0.01% -0.007 pp USD107.86 -24.9% 20 qtrs
89 THRIVENT FINANCIAL FOR LUTHERANS 642.8K +573.2K (+824.5%) 52.08M +42.5M (+440.8%) 0.09% +0.082 pp 0.09% +0.073 pp USD86.75 -6.6% 5 qtrs
90 HOLOCENE ADVISORS, LP 638.9K +353.2K (+123.6%) 51.77M +12.2M (+30.8%) 0.09% +0.051 pp 0.11% +0.019 pp USD70.86 +14.4% 4 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.11
Bearish
Ratio by volume
0.98
Neutral
Buys
1
Sells
9
Shares acquired
2.69M
Shares disposed
2.74M
Cash buys
Cash sales
8.00
Net activity
-48,644
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
2026-04-17 Rawlings Amy Marie Officer A-Award A Class A Common Stock 5,228 0.00 38,133 D
2026-04-13 Reinstra Mark Officer S-Sale D Class A Common Stock 18,553 57.94 1.07M 455,573 D
2026-04-13 Kaufman Matthew D Officer S-Sale D Class A Common Stock 13,225 57.94 766.3K 364,420 D
2026-04-02 Baszucki David Director / Officer / 10% Owner C-Conversion D Class B Common Stock 2,687,511 0.00 19,194,993 I
2026-04-01 Baszucki Gregory Director S-Sale D Class A Common Stock 3,410 58.31 198.9K 8,977,830 I
2026-03-19 Durkin Dennis M Director A-Award A Restricted Stock Unit 796 0.00 3,524 D
2026-03-19 BUCKLEY SEAN JACK Officer Class A Common Stock 0 0.00 107,551 D
2026-03-01 Reinstra Mark Officer A-Award A Performance Stock Unit 104,236 0.00 104,236 D
2026-03-01 Kaufman Matthew D Officer A-Award A Performance Stock Unit 92,194 0.00 92,194 D
2026-03-01 CHOPRA NAVEEN K. Officer A-Award A Performance Stock Unit 135,320 0.00 135,320 D
2026-03-01 Baszucki David Director / Officer / 10% Owner A-Award A Class A Common Stock 102,303 0.00 902,842 D
2026-02-27 Baszucki Gregory Director S-Sale D Class A Common Stock 550 70.52 38.8K 1,311,167 I
2026-02-24 Wong Andrea L Director S-Sale D Class A Common Stock 563 66.16 37.2K 44,702 I
2026-02-20 Reinstra Mark Officer S-Sale D Class A Common Stock 5,913 60.92 360.2K 388,409 D
2026-02-20 Rawlings Amy Marie Officer S-Sale D Class A Common Stock 208 62.87 13.1K 32,705 D
2026-02-20 Mastantuono Gina Director J-Other A Phantom Stock 1,125 0.00 3,375 D
2026-02-20 Kaufman Matthew D Officer S-Sale D Class A Common Stock 5,588 60.94 340.5K 301,675 D
2026-02-20 KILAR JASON Director J-Other D Class A Common Stock 1,125 0.00 16,164 D
2026-02-20 Chakravarthy Arvind Officer S-Sale D Class A Common Stock 1,319 62.69 82.7K 177,589 D
2026-02-20 CHOPRA NAVEEN K. Officer S-Sale D Class A Common Stock 704 62.79 44.2K 324,322 D
2026-02-20 Baszucki Gregory Director J-Other D Class A Common Stock 1,125 0.00 10,346 D
2026-02-20 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 770 62.76 48.3K 800,539 D
2026-02-17 Rawlings Amy Marie Officer G-Gift D Class A Common Stock 14,197 0.00 35,656 D
2026-02-13 Reinstra Mark Officer S-Sale D Class A Common Stock 60,000 63.94 3.84M 394,322 D
2026-02-11 Chakravarthy Arvind Officer S-Sale D Class A Common Stock 19,918 67.29 1.34M 240,570 D
2026-02-10 Reinstra Mark Officer S-Sale D Class A Common Stock 31,705 72.61 2.30M 456,937 D
2026-02-10 Kaufman Matthew D Officer S-Sale D Class A Common Stock 2,400 73.15 175.6K 307,263 D
2026-02-10 Chakravarthy Arvind Officer S-Sale D Class A Common Stock 32,310 72.61 2.35M 263,509 D
2026-02-10 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 250,482 72.62 18.19M 833,160 D
2026-02-09 Reinstra Mark Officer M-Exempt A Class A Common Stock 118,110 0.00 488,642 D
2026-02-09 Kaufman Matthew D Officer M-Exempt A Class A Common Stock 97,522 0.00 337,297 D
2026-02-09 Chakravarthy Arvind Officer M-Exempt A Class A Common Stock 114,776 0.00 295,819 D
2026-02-09 Baszucki David Director / Officer / 10% Owner M-Exempt D Performance Stock Unit 893,068 0.00 0 D
2026-01-18 Rawlings Amy Marie Officer A-Award A Class A Common Stock 3,401 0.00 49,853 D
2026-01-13 Lee Anthony P Director S-Sale D Class A Common Stock 6,020 82.45 496.3K 6,257,311 I
2026-01-07 Baszucki David Director / Officer / 10% Owner G-Gift D Class A Common Stock 46,062 0.00 806,254 I
2026-01-02 Lee Anthony P Director S-Sale D Class A Common Stock 1,933 79.24 153.2K 259,455 I
2025-12-18 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 9,056 83.97 760.5K 976,366 I
2025-12-01 Lee Anthony P Director S-Sale D Class A Common Stock 309 93.76 29.0K 261,388 I
2025-11-21 Lee Anthony P Director G-Gift D Class A Common Stock 80,000 0.00 6,370,831 I
2025-11-20 Reinstra Mark Officer S-Sale D Class A Common Stock 2,796 93.36 261.0K 384,518 D
2025-11-20 Rawlings Amy Marie Officer S-Sale D Class A Common Stock 580 94.83 55.0K 47,833 D
2025-11-20 Mastantuono Gina Director J-Other D Class A Common Stock 1,125 0.00 16,623 D
2025-11-20 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 98.21 589.3K 254,642 D
2025-11-20 KILAR JASON Director J-Other D Restricted Stock Unit 1,125 0.00 17,289 D
2025-11-20 Chakravarthy Arvind Officer S-Sale D Class A Common Stock 3,598 94.40 339.7K 194,483 D
2025-11-20 CHOPRA NAVEEN K. Officer S-Sale D Class A Common Stock 3,151 93.34 294.1K 353,309 D
2025-11-20 Baszucki Gregory Director J-Other D Class A Common Stock 1,125 0.00 11,471 D
2025-11-20 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,310 96.70 223.4K 190,774 D
2025-11-11 Baszucki David Director / Officer / 10% Owner G-Gift A Class A Common Stock 46,062 0.00 46,062 I
2025-11-06 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 101.48 608.9K 260,642 D
2025-11-05 Reinstra Mark Officer S-Sale D Class A Common Stock 2,401 104.60 251.1K 387,314 D
2025-11-05 Baszucki Gregory Director G-Gift D Class A Common Stock 44,248 0.00 8,994,496 I
2025-11-04 Lee Anthony P Director S-Sale D Class A Common Stock 1,573 103.24 162.4K 269,055 I
2025-11-03 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 112.99 677.9K 266,642 D
2025-10-12 Rawlings Amy Marie Officer A-Award A Class A Common Stock 2,228 0.00 49,094 D
2025-10-02 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 135.02 810.1K 272,642 D
2025-10-01 Lee Anthony P Director S-Sale D Class A Common Stock 1,115 137.22 153.0K 270,628 I
2025-09-30 Reinstra Mark Officer A-Award A Class A Common Stock 16,046 0.00 389,715 D
2025-09-18 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 136.55 819.3K 278,642 D
2025-09-10 Kaufman Matthew D Officer A-Award A Class A Common Stock 9,627 0.00 284,642 D
2025-09-04 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 134.20 805.2K 275,015 D
2025-09-02 Lee Anthony P Director S-Sale D Class A Common Stock 317 122.67 38.9K 277,456 I
2025-08-21 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 116.84 701.0K 281,015 D
2025-08-20 Reinstra Mark Officer S-Sale D Class A Common Stock 3,445 118.69 408.9K 373,669 D
2025-08-20 Rawlings Amy Marie Officer S-Sale D Class A Common Stock 2,376 117.23 278.5K 50,313 D
2025-08-20 Mastantuono Gina Director J-Other A Phantom Stock 1,125 0.00 14,841 D
2025-08-20 Kaufman Matthew D Officer S-Sale D Class A Common Stock 1,230 116.05 142.7K 299,993 D
2025-08-20 KILAR JASON Director J-Other A Phantom Stock 1,125 0.00 5,892 D
2025-08-20 Chakravarthy Arvind Officer S-Sale D Class A Common Stock 7,801 117.61 917.5K 250,280 D
2025-08-20 Bronstein Manuel Officer S-Sale D Class A Common Stock 700 115.58 80.9K 464,942 D
2025-08-20 Baszucki Gregory Director J-Other D Class A Common Stock 1,125 0.00 12,596 D
2025-08-20 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 3,145 116.99 367.9K 207,749 D
2025-08-14 Baszucki David Director / Officer / 10% Owner G-Gift D Class A Common Stock 150,000 0.00 1,075,006 I
2025-08-07 Lee Anthony P Director G-Gift D Class A Common Stock 50,000 0.00 6,621,111 I
2025-08-07 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 133.67 802.0K 301,223 D
2025-08-07 Baszucki David Director / Officer / 10% Owner C-Conversion D Class B Common Stock 1,143,191 0.00 21,882,504 I
2025-08-05 Reinstra Mark Officer G-Gift D Class A Common Stock 2,500 0.00 116,630 I
2025-08-05 Lee Anthony P Director S-Sale D Class A Common Stock 22,184 129.03 2.86M 6,705,687 I
2025-08-05 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 875 126.72 110.9K 0 I
2025-08-04 Wong Andrea L Director S-Sale D Class A Common Stock 5,770 130.40 752.4K 41,891 I
2025-08-01 Lee Anthony P Director S-Sale D Class A Common Stock 31,820 130.34 4.15M 54,785 I
2025-07-17 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 118.51 711.1K 307,223 D
2025-07-15 Rawlings Amy Marie Officer A-Award A Class A Common Stock 3,030 0.00 53,433 D
2025-07-15 CHOPRA NAVEEN K. Officer A-Award A Class A Common Stock 356,460 0.00 356,460 D
2025-07-03 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 102.58 615.5K 313,223 D
2025-07-01 Lee Anthony P Director S-Sale D Class A Common Stock 162 105.12 17.0K 284,488 I
2025-06-30 CHOPRA NAVEEN K. Officer 0 0.00 0
2025-06-26 Baszucki David Director / Officer / 10% Owner M-Exempt A Class A Common Stock 139,507 3.41 475.0K 351,066 D
2025-06-25 Baszucki David Director / Officer / 10% Owner G-Gift A Class A Common Stock 9,586 0.00 10,461 I
2025-06-24 Baszucki David Director / Officer / 10% Owner M-Exempt D Stock Option (Right to Buy) 192,617 3.41 655.9K 187,435 D
2025-06-20 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 103.35 620.1K 319,223 D
2025-06-17 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 82,719 100.61 8.32M 14,485 I
2025-06-16 Reinstra Mark Officer M-Exempt A Class A Common Stock 150,000 3.41 510.8K 539,489 D
2025-06-16 Carvalho Christopher Director M-Exempt D Stock Option (Right to Buy) 64,925 0.06 4.1K 0 D
2025-06-16 Bronstein Manuel Officer S-Sale D Class A Common Stock 2,844 100.00 284.4K 465,642 D
2025-06-16 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 46,508 100.50 4.67M 875 I
2025-06-11 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 12,009 95.97 1.15M 875 I
2025-06-06 Baszucki David Director / Officer / 10% Owner M-Exempt D Stock Option (Right to Buy) 627,453 3.41 2.14M 1,127,599 D
2025-06-05 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 91.69 550.1K 325,223 D
2025-06-05 Guthrie Michael Officer M-Exempt D Stock Option (Right to Buy) 50,000 0.53 26.5K 922,390 D
2025-06-05 Baszucki David Director / Officer / 10% Owner M-Exempt A Class A Common Stock 687,500 3.41 2.34M 899,059 D
2025-06-03 Bronstein Manuel Officer S-Sale D Class A Common Stock 26,798 90.20 2.42M 468,486 D
2025-06-02 Lee Anthony P Director S-Sale D Class A Common Stock 55,427 87.88 4.87M 6,785,963 I
2025-06-02 Carvalho Christopher Director M-Exempt A Class A Common Stock 12,985 0.06 818.06 999,898 D
2025-06-02 Bronstein Manuel Officer S-Sale D Class A Common Stock 24,335 90.00 2.19M 495,284 D
2025-06-02 Baszucki David Director / Officer / 10% Owner M-Exempt D Stock Option (Right to Buy) 630,052 3.35 2.11M 0 D
2025-05-29 Wong Andrea L Director A-Award A Class A Common Stock 4,501 0.00 6,334 D
2025-05-29 Rawlings Amy Marie Officer S-Sale D Class A Common Stock 23,528 84.87 2.00M 50,403 D
2025-05-29 Mastantuono Gina Director A-Award A Class A Common Stock 4,501 0.00 18,873 D
2025-05-29 KILAR JASON Director A-Award A Restricted Stock Unit 4,501 0.00 19,539 D
2025-05-29 Carvalho Christopher Director A-Award A Class A Common Stock 4,501 0.00 986,913 D
2025-05-29 Baszucki Gregory Director A-Award A Class A Common Stock 4,501 0.00 13,721 D
2025-05-28 Mastantuono Gina Director J-Other D Class A Common Stock 1,835 0.00 14,372 D
2025-05-28 KILAR JASON Director J-Other A Phantom Stock 1,194 0.00 4,767 D
2025-05-28 Baszucki Gregory Director J-Other D Class A Common Stock 1,835 0.00 9,220 D
2025-05-27 Reinstra Mark Officer M-Exempt D Stock Option (Right to Buy) 50,000 3.41 170.3K 181,528 D
2025-05-22 Bronstein Manuel Officer S-Sale D Class A Common Stock 12,343 81.66 1.01M 529,789 D
2025-05-21 Lee Anthony P Director S-Sale D Class A Common Stock 12,040 82.45 992.7K 6,841,390 I
2025-05-20 Reinstra Mark Officer S-Sale D Class A Common Stock 1,203 81.23 97.7K 389,489 D
2025-05-20 Rawlings Amy Marie Officer S-Sale D Class A Common Stock 5,992 80.62 483.1K 74,330 D
2025-05-20 Kaufman Matthew D Officer S-Sale D Class A Common Stock 13,928 80.61 1.12M 332,316 D
2025-05-20 Guthrie Michael Officer S-Sale D Class A Common Stock 1,776 81.25 144.3K 492,266 D
2025-05-20 Chakravarthy Arvind Officer S-Sale D Class A Common Stock 18,717 80.60 1.51M 264,898 D
2025-05-20 Bronstein Manuel Officer S-Sale D Class A Common Stock 37,392 80.61 3.01M 545,062 D
2025-05-20 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 831 81.21 67.5K 211,559 D
2025-05-15 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 79.94 479.6K 346,244 D
2025-05-15 Bronstein Manuel Officer S-Sale D Class A Common Stock 68,722 80.00 5.50M 582,454 D
2025-05-14 Lee Anthony P Director S-Sale D Class A Common Stock 11,696 79.45 929.3K 6,853,430 I
2025-05-13 Lee Anthony P Director S-Sale D Class A Common Stock 11,352 76.47 868.0K 6,865,126 I
2025-05-13 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 25,496 75.72 1.93M 514,474 I
2025-05-12 Lee Anthony P Director S-Sale D Class A Common Stock 11,008 73.46 808.7K 6,876,478 I
2025-05-12 Guthrie Michael Officer M-Exempt A Class A Common Stock 50,000 0.53 26.5K 566,434 D
2025-05-12 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 21,464 74.44 1.60M 618,008 I
2025-05-09 Lee Anthony P Director G-Gift D Class A Common Stock 50,000 0.00 6,887,486 I
2025-05-06 Lee Anthony P Director S-Sale D Class A Common Stock 1,494 69.68 104.1K 298,506 I
2025-05-05 Kaufman Matthew D Officer S-Sale D Class A Common Stock 11,425 71.80 820.3K 352,819 D
2025-05-05 Carvalho Christopher Director M-Exempt A Class A Common Stock 12,985 0.06 818.06 995,397 D
2025-05-05 Bronstein Manuel Officer S-Sale D Class A Common Stock 68,041 71.82 4.89M 651,857 D
2025-05-05 Baszucki Gregory Director M-Exempt D Stock Option (Right to Buy) 973,875 0.07 67.2K 0 D
2025-05-05 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 81,012 72.50 5.87M 639,472 I
2025-04-18 Rawlings Amy Marie Officer A-Award A Class A Common Stock 5,102 0.00 77,528 D
2025-04-07 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,424 54.61 350.8K 225,542 D
2025-04-03 Kaufman Matthew D Officer S-Sale D Class A Common Stock 6,000 57.99 347.9K 364,244 D
2025-04-03 Guthrie Michael Officer M-Exempt D Stock Option (Right to Buy) 50,000 0.53 26.5K 1,022,390 D
2025-04-01 Lee Anthony P Director S-Sale D Class A Common Stock 13,900 61.00 847.8K 6,597,057 I
2025-04-01 Carvalho Christopher Director M-Exempt D Stock Option (Right to Buy) 12,985 0.06 818.06 90,895 D
2025-04-01 Baszucki Gregory Director S-Sale D Class A Common Stock 67,381 60.84 4.10M 11,255 D
2025-03-20 Kaufman Matthew D Officer Performance Stock Unit 72,754 0.00 0 D
2025-03-17 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 4,839 56.85 275.1K 2,855 I
2025-03-10 Baszucki Gregory Director M-Exempt D Stock Option (Right to Buy) 97,388 0.07 6.7K 1,071,262 D
2025-03-07 Reinstra Mark Officer A-Award A Performance Stock Unit 87,912 0.00 87,912 D
2025-03-07 Guthrie Michael Officer A-Award A Performance Stock Unit 130,274 0.00 130,274 D
2025-03-07 Chakravarthy Arvind Officer A-Award A Performance Stock Unit 85,458 0.00 85,458 D
2025-03-07 Bronstein Manuel Officer A-Award A Performance Stock Unit 130,274 0.00 130,274 D
2025-03-07 Baszucki David Director / Officer / 10% Owner A-Award A Performance Stock Unit 594,784 0.00 594,784 D
2025-03-04 Guthrie Michael Officer M-Exempt D Stock Option (Right to Buy) 50,000 0.53 26.5K 1,072,390 D
2025-03-03 Carvalho Christopher Director S-Sale D Class A Common Stock 1,877 63.92 120.0K 988,402 D
2025-03-03 Baszucki David Director / Officer / 10% Owner M-Exempt A Class A Common Stock 195,068 0.53 103.4K 317,921 D
2025-02-27 Chakravarthy Arvind Officer S-Sale D Class A Common Stock 982 61.26 60.2K 204,261 D
2025-02-25 Chakravarthy Arvind Officer S-Sale D Class A Common Stock 16,071 59.37 954.1K 207,928 D
2025-02-25 Baszucki David Director / Officer / 10% Owner G-Gift D Class A Common Stock 144 0.00 1,697,363 I
2025-02-24 Rawlings Amy Marie Officer S-Sale D Class A Common Stock 4,090 61.30 250.7K 71,493 D
2025-02-24 Guthrie Michael Officer M-Exempt A Class A Common Stock 50,000 0.53 26.5K 445,465 D
2025-02-24 Bronstein Manuel Officer S-Sale D Class A Common Stock 11,621 61.24 711.7K 598,929 D
2025-02-21 Chakravarthy Arvind Officer S-Sale D Class A Common Stock 6,324 62.55 395.6K 223,017 D
2025-02-20 Reinstra Mark Officer S-Sale D Class A Common Stock 16,432 61.39 1.01M 322,774 D
2025-02-20 Rawlings Amy Marie Officer S-Sale D Class A Common Stock 4,468 61.34 274.1K 75,583 D
2025-02-20 Mastantuono Gina Director J-Other D Class A Common Stock 1,833 0.00 16,207 D
2025-02-20 KILAR JASON Director J-Other A Phantom Stock 1,191 0.00 3,573 D
2025-02-20 Guthrie Michael Officer S-Sale D Class A Common Stock 21,614 61.34 1.33M 395,465 D
2025-02-20 Chakravarthy Arvind Officer S-Sale D Class A Common Stock 100 61.96 6.2K 229,341 D
2025-02-20 Bronstein Manuel Officer S-Sale D Class A Common Stock 45,219 61.33 2.77M 613,950 D
2025-02-20 Baszucki Gregory Director J-Other D Class A Common Stock 1,833 0.00 11,055 D
2025-02-20 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,448 61.33 395.5K 122,853 D
2025-02-19 Baszucki David Director / Officer / 10% Owner G-Gift D Class A Common Stock 7,200 0.00 1,697,507 I
2025-02-11 Reinstra Mark Officer S-Sale D Class A Common Stock 19,525 65.94 1.29M 339,206 D
2025-02-11 Lee Anthony P Director G-Gift D Class A Common Stock 50,000 0.00 6,610,957 I
2025-02-11 Guthrie Michael Officer S-Sale D Class A Common Stock 26,154 65.94 1.72M 417,079 D
2025-02-11 Bronstein Manuel Officer S-Sale D Class A Common Stock 26,149 65.94 1.72M 659,163 D
2025-02-10 Reinstra Mark Officer M-Exempt A Class A Common Stock 77,570 0.00 358,731 D
2025-02-10 Guthrie Michael Officer M-Exempt D Performance Stock Unit 112,046 0.00 0 D
2025-02-10 Bronstein Manuel Officer M-Exempt D Performance Stock Unit 112,046 0.00 0 D
2025-02-08 Baszucki David Director / Officer / 10% Owner C-Conversion D Class B Common Stock 9,000 0.00 23,105,695 I
2025-02-05 Lee Anthony P Director J-Other D Class A Common Stock 38,164 0.00 0 I
2025-01-31 Lee Anthony P Director J-Other D Class A Common Stock 42,273 0.00 42,273 I
2025-01-31 Baszucki David Director / Officer / 10% Owner S-Sale D Class A Common Stock 11,146 71.67 798.9K 846,519 I
2025-01-30 Baszucki David Director / Officer / 10% Owner G-Gift A Class A Common Stock 27,711 0.00 28,586 I
2025-01-24 Rawlings Amy Marie Officer A-Award A Class A Common Stock 4,523 0.00 80,051 D
2025-01-22 Reinstra Mark Officer S-Sale D Class A Common Stock 23,400 65.87 1.54M 281,761 D
2025-01-22 Baszucki Gregory Director S-Sale D Class A Common Stock 400 66.53 26.6K 9,389,338 I
2025-01-17 Lee Anthony P Director J-Other D Class A Common Stock 38,164 0.00 0 I
2025-01-16 Reinstra Mark Officer M-Exempt A Class A Common Stock 50,000 3.41 170.3K 331,161 D
2025-01-16 Rawlings Amy Marie Officer S-Sale D Class A Common Stock 5,879 65.00 382.1K 75,528 D
2025-01-16 Lee Anthony P Director S-Sale D Class A Common Stock 250,000 65.04 16.26M 6,254,137 I
2025-01-13 Lee Anthony P Director J-Other D Class A Common Stock 903,796 0.00 1,807,591 I
2024-12-26 Baszucki Gregory Director S-Sale D Class A Common Stock 25,800 59.70 1.54M 9,415,538 I
2024-12-23 Reinstra Mark Officer M-Exempt D Stock Option (Right to Buy) 24,000 3.41 81.7K 305,528 D
2024-12-13 Lee Anthony P Director J-Other D Class A Common Stock 38,164 0.00 0 I
2024-12-11 Reinstra Mark Officer S-Sale D Class A Common Stock 5,000 60.00 300.0K 278,161 D

Executive team

Top executives
EBIT / Employee
-415.5K
Shares Outstanding
715.80M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Naveen Chopra, Chief Financial Officer 370.3K 3.33M 40.09M 15.5K 43.81M 91.51%
2 2025 David Baszucki, Founder, President and Chief Executive Officer 22.67M 1.90M 24.57M 92.28%
3 2025 Michael Guthrie , Former Chief Financial Officer 364.2K 16.61M 61.3K 17.04M 97.50%
4 2025 Manuel Bronstein , Former Chief Product Officer 547.9K 10.64M 234.7K 11.42M 93.15%
5 2025 Mark Reinstra, Chief Legal Officer & Corporate Secretary 731.7K 9.40M 25.6K 10.16M 92.55%
6 2025 Matt Kaufman, Chief Safety Officer 731.7K 7.22M 231.9K 8.18M 88.23%
7 2025 Arvind Chakravarthy , Former Chief People and Systems Officer 731.7K 6.98M 23.7K 7.73M 90.23%
8 2024 Manuel Bronstein, Chief Product Officer 715.0K 10.37M 19.4K 11.10M 93.38%
9 2024 Manuel Bronstein , Former Chief Product Officer 715.0K 10.37M 19.4K 11.10M 93.38%
10 2024 Michael Guthrie , Former Chief Financial Officer 715.0K 10.37M 3.9K 11.09M 93.51%
11 2024 Michael Guthrie, Chief Financial Officer 715.0K 10.37M 3.9K 11.09M 93.51%
12 2024 Mark Reinstra, Chief Legal Officer & Corporate Secretary 715.0K 6.97M 19.2K 7.71M 90.47%
13 2024 Arvind Chakravarthy , Former Chief People and Systems Officer 715.0K 4.57M 15.4K 5.30M 86.23%
14 2024 Arvind Chakravarthy, Chief People and Systems Officer 715.0K 4.57M 15.4K 5.30M 86.23%
15 2024 David Baszucki, Founder, President and Chief Executive Officer 2.98M 2.98M 0.00%
16 2023 Daniel Sturman , Chief Technology Officer 698.8K 10.26M 21.5K 10.98M 93.44%
17 2023 Manuel Bronstein, Chief Product Officer 698.8K 10.26M 17.8K 10.97M 93.47%
18 2023 Manuel Bronstein , Former Chief Product Officer 698.8K 10.26M 17.8K 10.97M 93.47%
19 2023 Manuel Bronstein , Chief Product Officer 698.8K 10.26M 17.8K 10.97M 93.47%
20 2023 Michael Guthrie , Chief Financial Officer 698.8K 10.26M 6.5K 10.96M 93.57%
21 2023 Michael Guthrie, Chief Financial Officer 698.8K 10.26M 6.5K 10.96M 93.57%
22 2023 Michael Guthrie , Former Chief Financial Officer 698.8K 10.26M 6.5K 10.96M 93.57%
23 2023 Barbara Messing , Chief Marketing Officer 655.4K 7.51M 787.5K 8.96M 83.89%
24 2023 Craig Donato , Chief Business Officer 463.1K 7.51M 21.5K 8.00M 93.94%
25 2023 Mark Reinstra, Chief Legal Officer & Corporate Secretary 698.8K 7.10M 21.5K 7.82M 90.79%
26 2023 Mark Reinstra , General Counsel & Corporate Secretary 698.8K 7.10M 21.5K 7.82M 90.79%
27 2023 David Baszucki, Founder, President and Chief Executive Officer 2.14M 2.14M 0.00%
28 2023 David Baszucki , Founder, President and Chief Executive Officer 2.14M 2.14M 0.00%
29 2022 Daniel Sturman , Chief Technology Officer 625.0K 14.29M 12.2K 14.92M 95.73%
30 2022 Mark Reinstra , General Counsel & Corporate Secretary 625.0K 10.21M 12.2K 10.85M 94.13%
31 2022 Mark Reinstra, Chief Legal Officer & Corporate Secretary 625.0K 10.21M 12.2K 10.85M 94.13%
32 2022 Barbara Messing , Chief Marketing Officer 625.0K 8.48M 12.2K 9.12M 93.01%
33 2022 Barbara Messing , Chief Marketing & People Experience Officer 625.0K 8.48M 12.2K 9.12M 93.01%
34 2022 Michael Guthrie , Chief Financial Officer 625.0K 7.76M 8.39M 92.55%
35 2022 Michael Guthrie, Chief Financial Officer 625.0K 7.76M 8.39M 92.55%
36 2022 Manuel Bronstein , Chief Product Officer 625.0K 6.47M 12.2K 7.11M 91.04%
37 2022 Manuel Bronstein, Chief Product Officer 625.0K 6.47M 12.2K 7.11M 91.04%
38 2022 Craig Donato , Chief Business Officer 625.0K 5.97M 12.2K 6.61M 90.36%
39 2022 David Baszucki, Founder, President and Chief Executive Officer 1.14M 1.14M 0.00%
40 2022 David Baszucki , Founder, President and Chief Executive Officer 1.14M 1.14M 0.00%
41 2021 David Baszucki , Founder, President and Chief Executive Officer 136.4K 232.19M 465.0K 232.79M 99.74%
42 2021 Manuel Bronstein , Chief Product Officer 418.2K 60.15M 17.2K 60.58M 99.28%
43 2021 Michael Guthrie , Chief Financial Officer 550.0K 6.93M 8.3K 7.49M 92.54%
44 2021 Craig Donato , Chief Business Officer 550.0K 1.93M 17.8K 2.49M 77.22%
45 2021 Daniel Sturman , Chief Technology Officer 550.0K 17.7K 567.7K 0.00%
46 2021 Barbara Messing , Chief Marketing Officer 550.0K 17.6K 567.6K 0.00%
47 2021 Barbara Messing , Chief Marketing & People Experience Officer 550.0K 17.6K 567.6K 0.00%
48 2020 Barbara Messing , Chief Marketing & People Experience Officer 185.4K 9.41M 6.4K 9.60M 98.00%
49 2020 David Baszucki , Founder, President and Chief Executive Officer 533.0K 8.0K 6.20M 29.4K 6.78M 91.58%
50 2020 Daniel Sturman , Chief Technology Officer 489.9K 4.00M 11.4K 4.50M 88.87%
51 2020 Craig Donato , Chief Business Officer 512.5K 3.19M 2.0K 3.70M 86.10%
52 2020 Michael Guthrie , Chief Financial Officer 512.5K 748.4K 1.2K 1.26M 59.30%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-16 DEFA14A
2026-04-16 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 4
2026-04-30 SC 13G
2026-04-30 8-K
2026-04-30 10-Q
2026-04-20 4
2026-04-16 DEFA14A
2026-04-16 DEF 14A
2026-04-16 ARS
2026-04-15 4
2026-04-15 4

Executive team

NameTitleCompensationGender
Naveen K. Chopra Chief Financial Officer 4M male
David Baszucki Founder, President, Chief Executive Officer & Chairman of the Board 2M male
Matt Kaufman Chief Safety Officer 963.6K male
Mark L. Reinstra Chief Legal Officer & Corporate Secretary 757.3K male
Manuel Bronstein Adviser 734.4K male
Jack Buckley Chief People & Systems Officer 730.4K male
Sean Buckley Chief People & Systems Officer 730.4K
Arvind Chief People & Systems Officer 730.4K male
Jaime Sue Morris Head of Investor Relations male
Ant van Rensburg Senior Vice President of Strategy & Operations
Christina Wootton Chief Partnerships Officer female
Desiree Fish Chief Communications Officer female
ESG Rating
B
ELECTRONIC GAMING & MULTIMEDIA
2026
E (Environmental)
56.8 / 61.3
Company / Sector avg.
S (Social)
57.9 / 56.3
Company / Sector avg.
G (Governance)
55.7 / 67.9
Company / Sector avg.
ESG Total
56.8 / 61.8
Company / Sector avg.
ESG Score History ELECTRONIC GAMING & MULTIMEDIA
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2025-06-16 2025-06-26 James E Hon Banks IN03 Joint Sale $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-12-24 2026-01-12 Gilbert Cisneros CA31 Sale (Full) $1,001 - $15,000
2025-11-18 2025-12-15 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-11-07 2025-12-15 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-10-22 2026-01-13 Julia Letlow LA05 Sale (Full) $1,001 - $15,000
2025-10-16 2026-01-13 Julia Letlow LA05 Purchase $1,001 - $15,000
2025-09-23 2025-10-10 Valerie Hoyle OR04 Spouse Sale (Full) $1,001 - $15,000
2025-06-16 2025-06-26 James E Hon Banks IN03 Joint Sale $1,001 - $15,000
2023-01-31 2023-02-24 Daniel Goldman NY10 Purchase $15,001 - $50,000
2023-01-20 2023-01-25 Nancy Pelosi CA11 Spouse Sale (Full) $0 - $1,000
2022-12-28 2023-01-12 Nancy Pelosi CA12 Spouse Sale (Partial) $100,001 - $250,000
2022-05-25 2022-06-10 Ro Khanna CA17 Sale $1,001 - $15,000
2021-12-20 2021-12-29 Nancy Pelosi CA12 Self Purchase $250,001 - $500,000
2021-11-19 2021-12-13 James E Hon Banks IN03 Purchase $1,001 - $15,000
2021-11-09 2021-12-13 James E Hon Banks IN03 Sale (Full) $1,001 - $15,000
2021-11-02 2021-12-13 James E Hon Banks IN03 Purchase $15,001 - $50,000
2021-10-26 2021-11-10 James E Hon Banks IN03 Sale (Full) $15,001 - $50,000
2021-09-30 2021-10-17 James E Hon Banks IN03 Purchase $1,001 - $15,000
2021-09-13 2021-10-17 James E Hon Banks IN03 Joint Purchase $1,001 - $15,000
2021-09-09 2021-10-17 James E Hon Banks IN03 Joint Sale (Full) $1,001 - $15,000
2021-08-30 2021-09-14 James E Hon Banks IN03 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits