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Red Violet, Inc. (RDVT)

USD67.03 -1.39 (-2.03%)
US NASDAQ Technology Software - Application
Address 2650 North Military Trail 33431
Boca Raton, FL, US
CEO Derek Dubner
IPO 2018-03-27
CIK 1720116 ISIN US75704L1044

Explore sections of this company profile

Description

Red Violet, Inc. is a technology firm specializing in software and analytical services, leveraging its proprietary technology and advanced analytical prowess to deliver crucial identity intelligence solutions primarily within the United States. Among its flagship offerings is idiCORE, an investigative platform designed to tackle diverse corporate hurdles, including rigorous due diligence, proactive risk mitigation, robust identity verification, and adherence to regulatory mandates. Additionally, FOREWARN, an intuitive app-based tool, empowers professionals with immediate insights prior to in-person consumer interactions, thereby enabling them to promptly identify and reduce potential risks. Red Violet's client base spans a broad spectrum of industries, encompassing financial services, insurance, healthcare, retail, and telecommunications, alongside law enforcement bodies, government agencies, collections services, corporate security departments, and investigative organizations. Their solutions are instrumental in objectives such as comprehensive risk reduction, thorough due diligence, the prevention and detection of fraud, ensuring regulatory adherence, and facilitating strategic customer acquisition. The company employs a multi-faceted go-to-market strategy, engaging value-added distributors, resellers, and strategic alliances. Its promotional efforts include participation in trade shows and seminars, advertising campaigns, public relations initiatives, and the dissemination of sales collateral and product specifications. Furthermore, Red Violet maintains consistent engagement with prospective clients, channel partners, and its existing customer base, supplementing these efforts with direct sales activities. Established in 2017, Red Violet, Inc. maintains its corporate headquarters in Boca Raton, Florida.

News Sentiment (7d)
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
USD67.03 -1.39 (-2.03%)
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Volume Profile
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Liquidity & share structure
Average Volume
156.1K
Beta
1.85
Float Shares
12.86M
Free Float %
91.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.83% -3.45% +29.24% +13.51% -17.77% -16.96% -0.82% +153.84% +147.59% +1.92% +1.92%
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 (1 ratings, all time) Buy
Price Targets & DCF
Current price
67.03
Low 62.00 -7.5%
Consensus 62.00 -7.5%
Median 62.00 -7.5%
High 62.00 -7.5%
DCF (Unlevered) 11.93 -82.2%
DCF (Levered) 25.19 -62.4%

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) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
61.00
-9.0%
All Time 2
61.00
-9.0%
Quality scores
Altman Z-Score
51.02
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +20.0% Q1'26: +17.4% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +82.0% Q1'26: +25.0% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    +20.7% Q1'26: +25.2% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    +14.6% Q1'26: +21.1% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    +19.7% Q1'26: +25.9% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +1.9% Q1'26: -0.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    0.12× Q1'26: 0.08× (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 (1.71) × ERP
WACC = 100% × Ke + 0% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 12.01 Current price: 67.03
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 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Revenue
16.30M
est: 16.45M (-0.9%)
30.29M
est: 35.70M (-15.2%)
34.59M
est: 16.45M (+110.2%)
44.02M
est: 35.70M (+23.3%)
53.32M
est: 71.40M (-25.3%)
75.19M
est: 73.71M (+2.0%)
90.25M
est: 88.86M (+1.6%)
104.90M
104.73M – 105.07M
+18.0% YoY
119.16M
118.96M – 119.35M
+13.6% YoY
EBITDA
-5.50M
est: 1.85M (-397.2%)
-8.32M
est: 4.01M (-307.4%)
-2.62M
est: 1.85M (-241.4%)
4.08M
est: 4.01M (+1.8%)
7.04M
est: 8.02M (-12.3%)
17.48M
est: 13.29M (+31.6%)
23.81M
est: 16.02M (+48.6%)
18.91M
18.88M – 18.94M
+18.0% YoY
21.48M
21.45M – 21.52M
+13.6% YoY
EBIT
-7.49M
est: -242.4K (-2,990.2%)
-11.21M
est: -526.1K (-2,031.2%)
-6.83M
est: -242.4K (-2,717.9%)
-1.32M
est: -526.1K (-150.0%)
361.0K
est: -1.05M (+134.3%)
7.92M
est: 3.97M (+99.4%)
13.14M
est: 4.79M (+174.4%)
5.65M
5.64M – 5.66M
+18.0% YoY
6.42M
6.41M – 6.43M
+13.6% YoY
Net Income
-6.87M
est: -9.18M (+25.2%)
-11.08M
est: 282.5K (-4,020.5%)
-6.81M
est: -9.18M (+25.8%)
655.0K
est: 282.5K (+131.8%)
616.0K
est: 14.41M (-95.7%)
7.00M
est: 11.70M (-40.2%)
13.15M
est: 16.63M (-20.9%)
21.35M
21.30M – 21.39M
+28.4% YoY
23.43M
23.38M – 23.48M
+9.7% YoY
SGA
13.16M
est: 10.61M (+24.0%)
26.35M
est: 23.03M (+14.4%)
25.93M
est: 10.61M (+144.3%)
28.74M
est: 23.03M (+24.8%)
34.07M
est: 46.06M (-26.0%)
43.71M
est: 44.95M (-2.8%)
51.77M
est: 54.20M (-4.5%)
63.98M
63.87M – 64.08M
+18.0% YoY
72.67M
72.55M – 72.79M
+13.6% YoY
EPS
-0.67
est: -0.65 (-3.1%)
-1.02
est: 0.02 (-5,200.0%)
-0.57
est: -0.65 (+12.3%)
0.05
est: 0.02 (+160.0%)
0.04
est: 1.02 (-95.6%)
0.51
est: 0.81 (-37.3%)
0.94
est: 1.16 (-18.6%)
1.48
1.48 – 1.49
+28.4% YoY
1.63
1.62 – 1.63
+9.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-11 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-08 A- 4/5 3/5 4/5 5/5 4/5 2/5 2/5
2026-05-07 A- 4/5 3/5 4/5 5/5 4/5 2/5 2/5
2026-05-06 A- 4/5 3/5 4/5 5/5 4/5 2/5 2/5
2026-05-05 B+ 3/5 3/5 4/5 5/5 4/5 2/5 1/5
2026-05-04 B+ 3/5 3/5 4/5 5/5 4/5 2/5 1/5
2026-05-01 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-04-30 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-04-29 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-04-28 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-04-27 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-04-24 B 3/5 3/5 4/5 5/5 3/5 1/5 1/5
2026-04-23 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5
2026-04-22 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5
2026-04-21 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5
2026-04-20 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5
2026-04-17 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5
2026-04-16 B 3/5 3/5 3/5 5/5 3/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
28.37M
OE per share TTM
1.96
Owner's Yield
4.58%
Maintenance CapEx ratio
2.84%
Maint CapEx / Avg PPE
4.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
25
Total invested
38.89M
Insider transactions (90d)
0
Beneficial owners (>5%)
16
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Greater Miami Jewish Federation, Inc. 1.37M 10.70% 1.37M 1.37M OO Florida 2021-10-12
2 2. 1.21M 12.00% 1.14M 1.21M IA, CO 2022-02-10
3 Daniel Mack 1.02M 7.60% 1.02M HC MA 2022-02-14
4 Nantahala Capital Management, LLC 1.02M 7.60% 1.02M IA MA 2022-02-14
5 Wilmot B. Harkey 1.02M 7.60% 1.02M HC MA 2022-02-14
6 Capital Management, Inc. 974.5K 7.01% 974.5K 974.5K IA Delaware 2023-02-08
7 (1) BlackRock, Inc. 922.1K 6.70% 922.1K HC Delaware 2024-10-22
8 Superius Securities Group Inc. Profit Sharing Plan (the “Pl 599.4K 4.93% 599.4K 599.4K EP United States 2021-02-19
9 Wellington Group Holdings LLP 547.1K 4.50% 547.1K HC Massachusetts 2021-02-04
10 Wellington Investment Advisors Holdings LLP 547.1K 4.50% 547.1K HC Massachusetts 2021-02-04
11 Wellington Management Group LLP 547.1K 4.50% 547.1K HC Massachusetts 2021-02-04
12 Wellington Trust Company, NA 547.1K 4.50% 547.1K BK United States 2021-02-03
13 Dubner Derek 535.5K 3.90% 535.5K 535.5K IN Citizenship or place of organization 2024-11-25
14 MacLachlan Daniel 338.6K 2.50% 338.6K 338.6K IN 2024-11-25
15 Reilly James Patrick 200.6K 1.50% 200.6K 200.6K IN Citizenship or place of organization 2024-11-25
16 Dell Jeffrey Alan 128.6K 0.90% 128.6K 128.6K IN Citizenship or place of organization 2024-11-25

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
25
-140 vs prev Q
New positions
5
Closed positions
144
Increased
14
Reduced
8
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 VANGUARD GROUP INC 956.4K +23.7K (+2.5%) 54.47M +5.7M (+11.8%) 6.82% +0.165 pp 0.00% +0.000 pp USD30.43 +87.2% 32 qtrs
2 BLACKROCK, INC. 904.2K +6.7K (+0.8%) 51.49M +4.6M (+9.8%) 6.45% +0.044 pp 0.00% +0.000 pp USD28.69 +98.5% 6 qtrs
3 WASATCH ADVISORS LP 801.2K -87.6K (-9.9%) 45.63M -813.6K (-1.8%) 5.71% -0.629 pp 0.27% +0.021 pp USD28.40 +100.5% 24 qtrs
4 OPHIR ASSET MANAGEMENT PTY LTD 638.6K +4.4K (+0.7%) 36.37M +3.2M (+9.7%) 4.55% +0.028 pp 4.08% -0.014 pp USD51.01 +11.6% 3 qtrs
5 ASHFORD CAPITAL MANAGEMENT INC 602.8K +22.1K (+3.8%) 34.33M +4.0M (+13.1%) 4.30% +0.155 pp 3.82% +0.445 pp USD31.88 +78.6% 18 qtrs
6 TRIGRAN INVESTMENTS, INC. 581.2K -35.3K (-5.7%) 33.10M +886.8K (+2.8%) 4.14% -0.255 pp 6.52% +0.682 pp USD21.17 +169.0% 21 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 337.5K +16.7K (+5.2%) 19.22M +2.5M (+14.7%) 2.41% +0.117 pp 0.00% +0.000 pp USD28.15 +102.3% 32 qtrs
8 ROYAL BANK OF CANADA 282.5K +201.2K (+247.4%) 16.09M +11.8M (+278.6%) 2.01% +1.434 pp 0.00% +0.002 pp USD55.58 +2.5% 16 qtrs
9 STATE STREET CORP 278.3K -5.8K (-2.0%) 15.85M +1.0M (+6.8%) 1.98% -0.042 pp 0.00% +0.000 pp USD30.81 +84.8% 23 qtrs
10 PEMBROKE MANAGEMENT, LTD 247.5K -3.8K (-1.5%) 14.09M +964.5K (+7.3%) 1.76% -0.028 pp 1.46% +0.153 pp USD38.32 +48.6% 6 qtrs
11 RUSSELL INVESTMENTS GROUP, LTD. 201.0K +5.4K (+2.7%) 11.45M +1.2M (+12.0%) 1.43% +0.037 pp 0.01% +0.001 pp USD36.62 +55.5% 11 qtrs
12 HERALD INVESTMENT MANAGEMENT LTD 200.0K +— (+0.0%) 11.38M +932.0K (+8.9%) 1.43% -0.001 pp 1.49% +0.095 pp USD52.25 +9.0% 2 qtrs
13 BROWN CAPITAL MANAGEMENT LLC 175.5K -202.1K (-53.5%) 9.99M -9.7M (-49.3%) 1.25% -1.442 pp 0.82% +0.007 pp USD40.36 +41.1% 4 qtrs
14 DIMENSIONAL FUND ADVISORS LP 174.5K +4.6K (+2.7%) 9.94M +1.1M (+12.0%) 1.24% +0.032 pp 0.00% +0.000 pp USD29.10 +95.7% 31 qtrs
15 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 141.0K +12.3K (+9.6%) 8.03M +1.3M (+19.4%) 1.01% +0.087 pp 0.00% +0.001 pp USD38.48 +48.0% 6 qtrs
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 129.7K +7.3K (+6.0%) 7.39M +991.8K (+15.5%) 0.92% +0.052 pp 0.00% +0.000 pp USD44.51 +27.9% 15 qtrs
17 KENNEDY CAPITAL MANAGEMENT LLC 123.7K +39.2K (+46.4%) 7.04M +2.6M (+59.6%) 0.88% +0.279 pp 0.15% +0.052 pp USD44.29 +28.6% 11 qtrs
18 MORGAN STANLEY 119.9K -7.4K (-5.8%) 6.83M +174.6K (+2.6%) 0.86% -0.054 pp 0.00% +0.000 pp USD40.74 +39.8% 32 qtrs
19 OBERWEIS ASSET MANAGEMENT INC/ 102.8K +2.5K (+2.5%) 5.85M +613.8K (+11.7%) 0.73% +0.017 pp 0.21% +0.013 pp USD39.75 +43.3% 4 qtrs
20 NORTHERN TRUST CORP 102.3K -5.0K (-4.6%) 5.83M +220.6K (+3.9%) 0.73% -0.036 pp 0.00% +0.000 pp USD21.81 +161.1% 32 qtrs
21 LORD, ABBETT & CO. LLC 100.8K +58.0 (+0.1%) 5.74M +476.0K (+9.0%) 0.72% 0.000 pp 0.02% +0.002 pp USD49.20 +15.8% 3 qtrs
22 UNIPLAN INVESTMENT COUNSEL, INC. 96.8K +1.0K (+1.1%) 5.51M +507.7K (+10.1%) 0.69% +0.007 pp 0.55% +0.063 pp USD30.13 +89.0% 7 qtrs
23 GOLDMAN SACHS GROUP INC 91.4K -28.1K (-23.5%) 5.21M -1.0M (-16.6%) 0.65% -0.201 pp 0.00% 0.000 pp USD26.66 +113.6% 16 qtrs
24 MARSHALL WACE, LLP 87.9K -23.2K (-20.9%) 5.01M -798.7K (-13.8%) 0.63% -0.166 pp 0.00% -0.001 pp USD35.75 +59.3% 8 qtrs
25 GRANDEUR PEAK GLOBAL ADVISORS, LLC 84.3K -5.5K (-6.1%) 4.80M +109.1K (+2.3%) 0.60% -0.040 pp 0.65% +0.017 pp USD50.24 +13.4% 3 qtrs
26 GLOBEFLEX CAPITAL L P 82.8K -13.5K (-14.0%) 4.72M -315.6K (-6.3%) 0.59% -0.097 pp 0.72% -0.053 pp USD26.57 +114.3% 7 qtrs
27 CALAMOS ADVISORS LLC 80.8K +8.7K (+12.0%) 4.60M +832.1K (+22.1%) 0.58% +0.061 pp 0.02% +0.003 pp USD45.65 +24.8% 5 qtrs
28 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 80.4K +80.4K (+100.0%) 4.58M +4.6M (+100.0%) 0.57% +0.573 pp 0.05% +0.048 pp USD56.95 +0.0% 1 qtrs NEW
29 AQR CAPITAL MANAGEMENT LLC 79.1K +1.5K (+2.0%) 4.50M +452.1K (+11.2%) 0.56% +0.011 pp 0.00% 0.000 pp USD37.97 +50.0% 4 qtrs
30 TUDOR INVESTMENT CORP ET AL 78.9K +8.8K (+12.6%) 4.50M +833.1K (+22.7%) 0.56% +0.063 pp 0.01% +0.002 pp USD46.84 +21.6% 4 qtrs
31 HOOD RIVER CAPITAL MANAGEMENT LLC 69.5K -1.5K (-2.1%) 3.96M +246.8K (+6.7%) 0.50% -0.011 pp 0.04% 0.000 pp USD49.42 +15.2% 3 qtrs
32 SEI INVESTMENTS CO 66.9K +50.4K (+304.4%) 3.81M +2.9M (+340.7%) 0.48% +0.359 pp 0.00% +0.003 pp USD55.10 +3.4% 3 qtrs
33 HILLSDALE INVESTMENT MANAGEMENT INC. 64.0K -1.0K (-1.5%) 3.64M +248.6K (+7.3%) 0.46% -0.007 pp 0.10% -0.002 pp USD27.99 +103.5% 7 qtrs
34 ESSEX INVESTMENT MANAGEMENT CO LLC 59.9K -1.4K (-2.2%) 3.41M +210.6K (+6.6%) 0.43% -0.010 pp 0.52% +0.030 pp USD26.30 +116.5% 7 qtrs
35 INVESCO LTD. 58.3K +50.1K (+616.4%) 3.32M +2.9M (+680.9%) 0.42% +0.357 pp 0.00% +0.000 pp USD54.23 +5.0% 8 qtrs
36 ANNEX ADVISORY SERVICES, LLC 55.9K -945.0 (-1.7%) 3.18M +213.3K (+7.2%) 0.40% -0.007 pp 0.06% -0.002 pp USD37.40 +52.3% 5 qtrs
37 SQUAREPOINT OPS LLC 52.2K -28.4K (-35.2%) 2.97M -1.2M (-29.4%) 0.37% -0.203 pp 0.00% -0.001 pp USD50.89 +11.9% 11 qtrs
38 ACADIAN ASSET MANAGEMENT LLC 51.5K -6.4K (-11.0%) 2.93M -91.0K (-3.0%) 0.37% -0.046 pp 0.00% -0.001 pp USD41.95 +35.8% 6 qtrs
39 NUVEEN, LLC 43.1K +— (+0.0%) 2.45M +202.3K (+9.0%) 0.31% 0.000 pp 0.00% +0.000 pp USD37.59 +51.5% 4 qtrs
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 40.3K +40.3K (+100.0%) 2.29M +2.3M (+100.0%) 0.29% +0.287 pp 0.00% +0.000 pp USD56.95 +0.0% 5 qtrs
41 BANK OF NEW YORK MELLON CORP 37.4K -129.0 (-0.3%) 2.13M +169.2K (+8.6%) 0.27% -0.001 pp 0.00% +0.000 pp USD23.57 +141.6% 23 qtrs
42 PDT PARTNERS, LLC 37.4K +— (+0.0%) 2.13M +175.7K (+9.0%) 0.27% 0.000 pp 0.14% +0.015 pp USD40.42 +40.9% 6 qtrs
43 MADRONA FINANCIAL SERVICES, LLC 36.8K +36.8K (+100.0%) 2.09M +2.1M (+100.0%) 0.26% +0.262 pp 0.45% +0.447 pp USD56.95 +0.0% 1 qtrs NEW
44 QUBE RESEARCH & TECHNOLOGIES LTD 36.1K +14.5K (+67.6%) 2.05M +929.1K (+82.6%) 0.26% +0.104 pp 0.00% +0.001 pp USD50.77 +12.2% 5 qtrs
45 CITADEL ADVISORS LLC 31.5K +21.4K (+211.4%) 1.79M +1.3M (+239.4%) 0.22% +0.152 pp 0.00% +0.000 pp USD53.79 +5.9% 11 qtrs
46 POLEN CAPITAL MANAGEMENT LLC 30.3K +95.0 (+0.3%) 1.73M +147.5K (+9.3%) 0.22% +0.001 pp 0.01% +0.002 pp USD49.54 +15.0% 3 qtrs
47 HENNION & WALSH ASSET MANAGEMENT, INC. 30.3K +13.1K (+76.8%) 1.72M +829.0K (+92.7%) 0.22% +0.094 pp 0.06% +0.027 pp USD49.06 +16.1% 5 qtrs
48 EAM INVESTORS, LLC 30.1K +— (+0.0%) 1.72M +141.7K (+9.0%) 0.21% 0.000 pp 0.19% +0.011 pp USD30.63 +85.9% 7 qtrs
49 SALEM INVESTMENT COUNSELORS INC 27.6K +545.0 (+2.0%) 1.57M +158.0K (+11.2%) 0.20% +0.004 pp 0.04% +0.004 pp USD35.18 +61.9% 7 qtrs
50 AMERICAN CENTURY COMPANIES INC 27.5K +770.0 (+2.9%) 1.57M +169.5K (+12.1%) 0.20% +0.005 pp 0.00% +0.000 pp USD41.97 +35.7% 5 qtrs
51 PRINCIPAL FINANCIAL GROUP INC 26.1K +8.3K (+46.9%) 1.49M +559.1K (+60.1%) 0.19% +0.059 pp 0.00% +0.000 pp USD53.12 +7.2% 3 qtrs
52 LOS ANGELES CAPITAL MANAGEMENT LLC 27.5K -7.6K (-21.7%) 1.41M -424.5K (-23.2%) 0.20% -0.054 pp 0.00% -0.001 pp USD31.10 +83.1% 7 qtrs
53 JPMORGAN CHASE & CO 24.0K -1.9K (-7.4%) 1.36M +12.1K (+0.9%) 0.17% -0.014 pp 0.00% +0.000 pp USD30.97 +83.9% 16 qtrs
54 JUMP FINANCIAL, LLC 22.6K -7.3K (-24.4%) 1.29M -275.5K (-17.6%) 0.16% -0.052 pp 0.02% -0.003 pp USD46.21 +23.2% 5 qtrs
55 BANK OF AMERICA CORP /DE/ 21.9K +8.8K (+67.3%) 1.25M +562.1K (+82.3%) 0.16% +0.063 pp 0.00% +0.000 pp USD41.85 +36.1% 32 qtrs
56 BARCLAYS PLC 21.4K +2.9K (+15.5%) 1.22M +690.3K (+131.1%) 0.15% +0.020 pp 0.00% +0.000 pp USD37.52 +51.8% 15 qtrs
57 Y-INTERCEPT (HONG KONG) LTD 20.6K +20.6K (+100.0%) 1.17M +1.2M (+100.0%) 0.15% +0.147 pp 0.03% +0.026 pp USD56.95 +0.0% 1 qtrs NEW
58 EVERNEST FINANCIAL ADVISORS, LLC 28.0K +15.2K (+119.2%) 1.16M +489.5K (+73.3%) 0.20% +0.109 pp 0.24% +0.056 pp USD54.04 +5.4% 3 qtrs
59 LEGATO CAPITAL MANAGEMENT LLC 19.4K +1.7K (+9.6%) 1.10M +179.6K (+19.5%) 0.14% +0.012 pp 0.09% -0.006 pp USD28.17 +102.2% 7 qtrs
60 MARTINGALE ASSET MANAGEMENT L P 16.9K -148.0 (-0.9%) 961.5K +71.6K (+8.0%) 0.12% -0.001 pp 0.02% +0.002 pp USD36.88 +54.4% 5 qtrs
61 RENAISSANCE TECHNOLOGIES LLC 16.6K -21.3K (-56.1%) 947.6K -1.0M (-52.2%) 0.12% -0.152 pp 0.00% -0.001 pp USD44.28 +28.6% 6 qtrs
62 ELLSWORTH ADVISORS, LLC 18.0K -98.0 (-0.5%) 925.1K -36.0K (-3.7%) 0.13% -0.001 pp 0.18% -0.022 pp USD36.35 +56.7% 5 qtrs
63 PRUDENTIAL FINANCIAL INC 15.6K +1.6K (+11.7%) 886.2K +158.5K (+21.8%) 0.11% +0.012 pp 0.00% +0.000 pp USD38.93 +46.3% 5 qtrs
64 WHITE PINE CAPITAL LLC 14.9K -334.0 (-2.2%) 849.7K +52.7K (+6.6%) 0.11% -0.003 pp 0.23% +0.006 pp USD40.20 +41.7% 5 qtrs
65 TREXQUANT INVESTMENT LP 14.6K +14.6K (+100.0%) 832.7K +832.7K (+100.0%) 0.10% +0.104 pp 0.01% +0.007 pp USD56.95 +0.0% 1 qtrs NEW
66 BNP PARIBAS ARBITRAGE, SNC 14.6K +546.0 (+3.9%) 828.9K +96.9K (+13.2%) 0.10% +0.004 pp 0.00% +0.000 pp USD38.14 +49.3% 23 qtrs
67 RHUMBLINE ADVISERS 14.4K -2.4K (-14.5%) 818.4K -60.3K (-6.9%) 0.10% -0.018 pp 0.00% +0.000 pp USD32.21 +76.8% 15 qtrs
68 RAYMOND JAMES FINANCIAL INC 14.3K +1.6K (+12.8%) 814.5K +151.8K (+22.9%) 0.10% +0.012 pp 0.00% +0.000 pp USD40.95 +39.1% 4 qtrs
69 WELLS FARGO & COMPANY/MN 13.3K +5.4K (+68.2%) 759.1K +345.0K (+83.3%) 0.10% +0.039 pp 0.00% +0.000 pp USD42.61 +33.7% 32 qtrs
70 PRICE T ROWE ASSOCIATES INC /MD/ 13.2K +680.0 (+5.4%) 754.0K +97.0K (+14.8%) 0.09% +0.005 pp 0.00% +0.000 pp USD41.16 +38.4% 5 qtrs
71 POINT72 ASSET MANAGEMENT, L.P. 12.8K +12.8K (+100.0%) 730.0K +730.0K (+100.0%) 0.09% +0.091 pp 0.00% +0.001 pp USD56.95 +0.0% 4 qtrs
72 PIER 88 INVESTMENT PARTNERS LLC 12.4K +3.6K (+41.7%) 704.5K +248.3K (+54.4%) 0.09% +0.026 pp 0.16% +0.072 pp USD53.63 +6.2% 2 qtrs
73 GSA CAPITAL PARTNERS LLP 12.0K +6.9K (+137.8%) 681.0K +418.0K (+158.9%) 0.09% +0.049 pp 0.06% +0.037 pp USD48.22 +18.1% 5 qtrs
74 CREATIVE PLANNING 11.7K +4.1K (+53.9%) 667.1K +269.5K (+67.8%) 0.08% +0.029 pp 0.00% +0.000 pp USD52.11 +9.3% 3 qtrs
75 ALLIANCEBERNSTEIN L.P. 11.4K +— (+0.0%) 647.0K +53.4K (+9.0%) 0.08% 0.000 pp 0.00% +0.000 pp USD49.20 +15.8% 3 qtrs
76 HARVEST INVESTMENT SERVICES, LLC 11.0K +11.0K (+100.0%) 624.8K +624.8K (+100.0%) 0.08% +0.078 pp 0.12% +0.118 pp USD56.95 +0.0% 1 qtrs NEW
77 HSBC HOLDINGS PLC 10.8K +6.1K (+128.1%) 620.8K +375.6K (+153.2%) 0.08% +0.043 pp 0.00% +0.000 pp USD47.91 +18.9% 5 qtrs
78 STRS OHIO 10.8K +— (+0.0%) 615.1K +50.8K (+9.0%) 0.08% 0.000 pp 0.00% +0.000 pp USD39.23 +45.2% 5 qtrs
79 XTX TOPCO LTD 9.9K +868.0 (+9.6%) 566.2K +92.1K (+19.4%) 0.07% +0.006 pp 0.01% -0.010 pp USD52.66 +8.1% 2 qtrs
80 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 9.3K +9.3K (+100.0%) 529.0K +529.0K (+100.0%) 0.07% +0.066 pp 0.00% +0.001 pp USD56.95 +0.0% 1 qtrs NEW
81 DEUTSCHE BANK AG\ 9.1K +426.0 (+4.9%) 519.2K +65.1K (+14.3%) 0.07% +0.003 pp 0.00% +0.000 pp USD30.24 +88.3% 15 qtrs
82 ADVISOR GROUP HOLDINGS, INC. 9.1K -26.0 (-0.3%) 515.6K +58.7K (+12.8%) 0.06% 0.000 pp 0.00% +0.000 pp USD45.18 +26.1% 23 qtrs
83 AVIVA PLC 9.0K -622.0 (-6.5%) 511.7K +9.7K (+1.9%) 0.06% -0.005 pp 0.00% +0.000 pp USD49.20 +15.8% 3 qtrs
84 FRANKLIN RESOURCES INC 8.5K +181.0 (+2.2%) 481.5K +49.2K (+11.4%) 0.06% +0.001 pp 0.00% +0.000 pp USD40.87 +39.3% 5 qtrs
85 UBS GROUP AG 8.2K -21.1K (-72.1%) 465.2K -1.1M (-69.5%) 0.06% -0.150 pp 0.00% 0.000 pp USD42.97 +32.5% 26 qtrs
86 8.0K +— (+0.0%) 455.6K +37.6K (+9.0%) 0.06% +0.000 pp 0.32% +0.058 pp USD52.25 +9.0% 2 qtrs
87 STATE OF WISCONSIN INVESTMENT BOARD 7.8K +153.0 (+2.0%) 443.1K +44.6K (+11.2%) 0.06% +0.001 pp 0.00% +0.000 pp USD41.36 +37.7% 4 qtrs
88 BARD ASSOCIATES INC 7.8K +34.0 (+0.4%) 442.2K +38.3K (+9.5%) 0.06% +0.000 pp 0.11% +0.006 pp USD36.48 +56.1% 5 qtrs
89 FIRST TRUST ADVISORS LP 7.1K +1.8K (+33.6%) 402.1K +125.9K (+45.6%) 0.05% +0.013 pp 0.00% +0.000 pp USD53.43 +6.6% 2 qtrs
90 SG AMERICAS SECURITIES, LLC 6.8K +2.6K (+63.1%) 388.0K +170.0K (+78.0%) 0.05% +0.019 pp 0.00% 0.000 pp USD44.77 +27.2% 6 qtrs
91 METLIFE INVESTMENT MANAGEMENT, LLC 6.5K +— (+0.0%) 372.1K +30.7K (+9.0%) 0.05% +0.000 pp 0.00% +0.000 pp USD26.43 +115.5% 15 qtrs
92 CETERA INVESTMENT ADVISERS 6.3K -1.0K (-14.3%) 356.6K -25.3K (-6.6%) 0.04% -0.008 pp 0.00% 0.000 pp USD52.25 +9.0% 2 qtrs
93 CWM, LLC 6.1K +50.0 (+0.8%) 347.0K +31.0K (+9.8%) 0.04% +0.000 pp 0.00% +0.000 pp USD42.39 +34.3% 8 qtrs
94 STATE OF WYOMING 5.4K +279.0 (+5.4%) 309.2K +40.1K (+14.9%) 0.04% +0.002 pp 0.03% +0.003 pp USD44.36 +28.4% 4 qtrs
95 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 5.3K +5.3K (+100.0%) 302.3K +302.3K (+100.0%) 0.04% +0.038 pp 0.00% +0.001 pp USD56.95 +0.0% 3 qtrs
96 INTEGRATED QUANTITATIVE INVESTMENTS LLC 5.3K +5.3K (+100.0%) 300.5K +300.5K (+100.0%) 0.04% +0.038 pp 0.06% +0.065 pp USD56.95 +0.0% 5 qtrs
97 TOROSO INVESTMENTS, LLC 5.3K -198.0 (-3.6%) 300.1K +14.4K (+5.0%) 0.04% -0.001 pp 0.00% +0.000 pp USD49.20 +15.8% 3 qtrs
98 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 5.2K +50.0 (+1.0%) 297.8K +27.2K (+10.0%) 0.04% +0.000 pp 0.00% +0.000 pp USD27.22 +109.2% 7 qtrs
99 BREVAN HOWARD CAPITAL MANAGEMENT LP 5.0K +5.0K (+100.0%) 286.5K +286.5K (+100.0%) 0.04% +0.036 pp 0.00% +0.003 pp USD56.95 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 74 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 State Street SPDR S&P Software & Services ETF XSW 0.78% 3.38M 0.35%
2 Acuitas Small Cap Active ETF AIMS 0.50% 373.0K 0.75%
3 iShares Micro-Cap ETF IWC 0.17% 2.58M 0.60%
4 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.12% 1.27M 0.20%
5 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.08% 41.2K 0.35%
6 Principal U.S. Small-Cap Multi-Factor ETF PSC 0.07% 884.0K 0.38%
7 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.06% 7.1K 0.29%
8 Avantis U.S. Small Cap Equity ETF AVSC 0.06% 1.72M 0.25%
9 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.05% 138.8K 0.39%
10 iShares Russell 2000 Growth ETF IWO 0.05% 7.11M 0.24%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
1.9K
Shares disposed
Cash buys
Cash sales
Net activity
+1,857
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
2026-03-02 Strakosch Greg Director A-Award A Common Stock 1,857 0.00 5,867 D
2025-12-19 Strakosch Greg Director A-Award A Common Stock 2,130 0.00 4,010 D
2025-12-19 Stanton Lisa M. Director A-Award A Common Stock 4,450 0.00 31,265 D
2025-12-19 Rubin Steven D Director A-Award A Common Stock 4,450 0.00 145,588 D
2025-12-19 Reilly James Patrick Officer F-InKind D Common Stock 5,247 55.87 293.1K 225,831 D
2025-12-19 MacLachlan Daniel Officer A-Award A Common Stock 18,520 0.00 370,436 D
2025-12-19 LIVEK WILLIAM PAUL Director A-Award A Common Stock 3,755 0.00 18,645 D
2025-12-19 Dubner Derek Director / Officer F-InKind D Common Stock 5,247 55.87 293.1K 550,753 D
2025-12-19 DELL JEFFREY ALAN Officer F-InKind D Common Stock 3,935 55.87 219.8K 151,999 D
2025-12-03 MacLachlan Daniel Officer G-Gift D Common Stock 1,000 0.00 357,163 D
2025-11-13 Reilly James Patrick Officer S-Sale D Common Stock 445 57.57 25.6K 232,344 D
2025-11-13 MacLachlan Daniel Officer S-Sale D Common Stock 444 57.57 25.6K 359,430 D
2025-11-13 Dubner Derek Director / Officer S-Sale D Common Stock 1,271 56.73 72.1K 556,000 D
2025-11-13 DELL JEFFREY ALAN Officer S-Sale D Common Stock 305 57.58 17.6K 156,769 D
2025-11-12 Reilly James Patrick Officer S-Sale D Common Stock 3,448 57.80 199.3K 232,789 D
2025-11-12 MacLachlan Daniel Officer S-Sale D Common Stock 654 58.10 38.0K 363,319 D
2025-11-12 Dubner Derek Director / Officer S-Sale D Common Stock 660 58.10 38.3K 561,150 D
2025-11-12 DELL JEFFREY ALAN Officer S-Sale D Common Stock 2,302 57.80 133.1K 157,074 D
2025-11-11 Reilly James Patrick Officer S-Sale D Common Stock 2,184 57.81 126.3K 236,888 D
2025-11-11 MacLachlan Daniel Officer S-Sale D Common Stock 2,184 57.81 126.3K 363,973 D
2025-11-11 Dubner Derek Director / Officer S-Sale D Common Stock 2,184 57.81 126.3K 561,810 D
2025-11-11 DELL JEFFREY ALAN Officer S-Sale D Common Stock 1,456 57.81 84.2K 159,807 D
2025-11-10 Reilly James Patrick Officer S-Sale D Common Stock 733 58.81 43.1K 245,345 D
2025-11-10 MacLachlan Daniel Officer S-Sale D Common Stock 6,274 58.03 364.1K 366,157 D
2025-11-10 Dubner Derek Director / Officer S-Sale D Common Stock 733 58.81 43.1K 570,267 D
2025-11-10 DELL JEFFREY ALAN Officer S-Sale D Common Stock 4,183 58.03 242.7K 161,263 D
2025-11-03 Reilly James Patrick Officer F-InKind D Common Stock 9,379 53.63 503.0K 246,078 D
2025-11-03 MacLachlan Daniel Officer F-InKind D Common Stock 9,379 53.63 503.0K 373,163 D
2025-11-03 Dubner Derek Director / Officer F-InKind D Common Stock 9,379 53.63 503.0K 571,000 D
2025-11-03 DELL JEFFREY ALAN Officer F-InKind D Common Stock 7,034 53.63 377.2K 165,934 D
2025-06-30 MacLachlan Daniel Officer G-Gift D Common Stock 375 0.00 382,542 D
2025-05-09 Reilly James Patrick Officer S-Sale D Common Stock 4,264 45.55 194.2K 255,457 D
2025-05-09 MacLachlan Daniel Officer S-Sale D Common Stock 5,736 46.70 267.9K 387,181 D
2025-05-09 Dubner Derek Director / Officer S-Sale D Common Stock 5,736 46.70 267.9K 584,643 D
2025-05-09 DELL JEFFREY ALAN Officer S-Sale D Common Stock 2,823 46.70 131.8K 175,145 D
2025-03-19 Rubin Steven D Director S-Sale D Common Stock 10,000 38.93 389.3K 141,138 D
2025-03-07 Stanton Lisa M. Director P-Purchase A Common Stock 1,000 36.12 36.1K 26,815 D
2025-03-04 Strakosch Greg Director A-Award A Common Stock 1,880 0.00 1,880 D
2025-03-04 Stanton Lisa M. Director A-Award A Common Stock 860 0.00 25,815 D
2025-03-04 LIVEK WILLIAM PAUL Director A-Award A Common Stock 1,980 0.00 14,890 D
2024-12-31 Brauser Michael 10% Owner Common Stock 0 0.00 529,250 I
2024-12-02 Reilly James Patrick Officer A-Award A Common Stock 13,334 0.00 272,124 D
2024-12-02 MacLachlan Daniel Officer F-InKind D Common Stock 6,667 36.80 245.3K 392,917 D
2024-12-02 Dubner Derek Director / Officer A-Award A Common Stock 13,334 0.00 597,046 D
2024-12-02 DELL JEFFREY ALAN Officer F-InKind D Common Stock 4,235 36.80 155.8K 177,968 D
2024-11-27 BENZ PETER Director S-Sale D Common Stock 2,700 37.27 100.6K 78,066 D
2024-11-26 BENZ PETER Director S-Sale D Common Stock 2,300 38.00 87.4K 100,766 D
2024-11-25 Reilly James Patrick Officer S-Sale D Common Stock 10,000 37.25 372.5K 272,124 D
2024-11-25 MacLachlan Daniel Officer S-Sale D Common Stock 10,000 37.25 372.5K 399,584 D
2024-11-25 Dubner Derek Director / Officer S-Sale D Common Stock 10,000 37.25 372.5K 597,046 D
2024-11-25 DELL JEFFREY ALAN Officer S-Sale D Common Stock 10,000 37.25 372.5K 182,203 D
2024-11-04 Stanton Lisa M. Director A-Award A Common Stock 6,720 0.00 23,288 D
2024-11-04 Rubin Steven D Director A-Award A Common Stock 8,000 0.00 151,138 D
2024-11-04 Reilly James Patrick Officer A-Award A Common Stock 31,500 0.00 282,124 D
2024-11-04 MacLachlan Daniel Officer A-Award A Common Stock 31,500 0.00 409,584 D
2024-11-04 LIVEK WILLIAM PAUL Director A-Award A Common Stock 3,760 0.00 12,910 D
2024-11-04 Dubner Derek Director / Officer A-Award A Common Stock 31,500 0.00 607,046 D
2024-11-04 DELL JEFFREY ALAN Officer A-Award A Common Stock 23,625 0.00 192,203 D
2024-11-04 BENZ PETER Director A-Award A Common Stock 8,000 0.00 103,066 D
2024-11-01 Reilly James Patrick Officer F-InKind D Common Stock 6,667 30.08 200.5K 250,624 D
2024-11-01 MacLachlan Daniel Officer F-InKind D Common Stock 6,667 30.08 200.5K 378,084 D
2024-11-01 Dubner Derek Director / Officer F-InKind D Common Stock 6,667 30.08 200.5K 575,546 D
2024-11-01 DELL JEFFREY ALAN Officer F-InKind D Common Stock 4,235 30.08 127.4K 168,578 D
2024-10-01 Reilly James Patrick Officer F-InKind D Common Stock 5,417 28.45 154.1K 257,291 D
2024-10-01 MacLachlan Daniel Officer F-InKind D Common Stock 5,417 28.45 154.1K 386,626 D
2024-10-01 Dubner Derek Director / Officer F-InKind D Common Stock 5,417 28.45 154.1K 582,213 D
2024-10-01 DELL JEFFREY ALAN Officer F-InKind D Common Stock 3,530 28.45 100.4K 172,813 D
2024-09-27 MacLachlan Daniel Officer G-Gift D Common Stock 1,875 0.00 384,751 D
2024-04-23 Stanton Lisa M. Director A-Award A Common Stock 3,335 0.00 18,235
2024-01-12 LIVEK WILLIAM PAUL Director P-Purchase A Common Stock 4,898 18.40 90.1K 9,148
2024-01-11 LIVEK WILLIAM PAUL Director P-Purchase A Common Stock 2 18.10 36.20 9,150
2024-01-05 LIVEK WILLIAM PAUL Director A-Award A Common Stock 4,150 0.00 4,250
2023-12-31 Brauser Michael 10% Owner I Common Stock 0 0.00 529,250
2023-11-30 Swayman Robert Director A-Award A Common Stock 9,000 0.00 73,066
2023-11-30 Stanton Lisa M. Director A-Award A Common Stock 5,000 0.00 14,900
2023-11-30 Rubin Steven D Director A-Award A Common Stock 10,800 0.00 143,138
2023-11-30 Reilly James Patrick Officer A-Award A Common Stock 40,000 0.00 263,571
2023-11-30 MacLachlan Daniel Officer A-Award A Common Stock 40,000 0.00 392,043
2023-11-30 Dubner Derek Director / Officer A-Award A Common Stock 40,000 0.00 587,630
2023-11-30 DELL JEFFREY ALAN Officer A-Award A Common Stock 30,000 0.00 176,343
2023-11-30 BENZ PETER Director A-Award A Common Stock 10,800 0.00 95,066
2023-11-28 Reilly James Patrick Officer A-Award A Common Stock 23,334 0.00 233,453
2023-11-28 MacLachlan Daniel Officer A-Award A Common Stock 23,334 0.00 364,425
2023-11-28 Dubner Derek Director / Officer A-Award A Common Stock 23,334 0.00 557,512
2023-11-28 DELL JEFFREY ALAN Officer F-InKind D Common Stock 7,059 20.30 143.3K 146,343
2023-10-05 Reilly James Patrick Officer F-InKind D Common Stock 4,588 19.63 90.1K 235,129
2023-10-05 MacLachlan Daniel Officer A-Award A Common Stock 10,833 0.00 369,013
2023-10-05 Dubner Derek Director / Officer F-InKind D Common Stock 4,588 19.63 90.1K 557,512
2023-10-05 DELL JEFFREY ALAN Officer F-InKind D Common Stock 3,530 19.63 69.3K 153,402
2022-12-31 MacLachlan Daniel Officer I Common Stock 0 0.00 466
2022-12-31 Dubner Derek Director / Officer 0 0.00 0
2022-12-14 Greater Miami Jewish Federation, Inc. Director S-Sale D Common Stock 3,133 25.53 80.0K 1,360,228
2022-11-04 Reilly James Patrick Officer A-Award A Common Stock 10,000 0.00 411,466
2022-11-04 MacLachlan Daniel Officer A-Award A Common Stock 10,000 0.00 374,948
2022-11-04 Dubner Derek Officer A-Award A Common Stock 10,000 0.00 566,835
2022-11-04 DELL JEFFREY ALAN Officer A-Award A Common Stock 6,667 0.00 159,756
2022-10-12 Swayman Robert Director A-Award A Common Stock 9,000 0.00 64,066
2022-10-12 Stanton Lisa M. Director A-Award A Common Stock 5,000 0.00 9,900
2022-10-12 Rubin Steven D Director A-Award A Common Stock 10,800 0.00 132,338
2022-10-12 Reilly James Patrick Officer F-InKind D Common Stock 4,589 17.09 78.4K 371,466
2022-10-12 MacLachlan Daniel Officer A-Award A Common Stock 10,834 0.00 339,537
2022-10-12 Dubner Derek Officer F-InKind D Common Stock 4,589 17.09 78.4K 526,835
2022-10-12 DELL JEFFREY ALAN Officer F-InKind D Common Stock 3,530 17.09 60.3K 129,756
2022-10-12 BENZ PETER Director A-Award A Common Stock 10,800 0.00 84,266
2022-09-26 Reilly James Patrick Officer F-InKind D Common Stock 14,117 16.06 226.7K 376,055
2022-09-26 MacLachlan Daniel Officer A-Award A Common Stock 33,333 0.00 353,654
2022-09-26 Dubner Derek Director / Officer A-Award A Common Stock 33,333 0.00 545,541
2022-05-11 Stanton Lisa M. Director P-Purchase A Common Stock 2,000 24.47 48.9K 4,900
2022-05-02 Reilly James Patrick Officer F-InKind D Common Stock 28,261 26.08 737.0K 390,172
2022-05-02 MacLachlan Daniel Officer A-Award A Common Stock 100,000 0.00 381,920
2022-05-02 Dubner Derek Officer A-Award A Common Stock 100,000 0.00 573,785
2022-05-02 DELL JEFFREY ALAN Officer F-InKind D Common Stock 21,260 26.08 554.5K 143,874
2022-01-06 BENZ PETER Director S-Sale D Common Stock 1,157 33.78 39.1K 73,466
2022-01-05 BENZ PETER Director S-Sale D Common Stock 200 37.21 7.4K 83,262
2022-01-04 BENZ PETER Director S-Sale D Common Stock 4 37.75 151.00 83,462
2021-12-31 MacLachlan Daniel Officer I Common Stock 0 0.00 466
2021-12-31 Brauser Michael 10% Owner I Common Stock 0 0.00 5,084
2021-12-09 BENZ PETER Director G-Gift D Common Stock 2,600 0.00 83,466
2021-11-11 Reilly James Patrick Officer F-InKind D Common Stock 4,235 34.90 147.8K 318,443
2021-11-11 MacLachlan Daniel Officer F-InKind D Common Stock 4,235 34.90 147.8K 283,120
2021-11-11 Dubner Derek Director / Officer F-InKind D Common Stock 4,235 34.90 147.8K 473,785
2021-11-11 DELL JEFFREY ALAN Officer F-InKind D Common Stock 2,824 34.90 98.6K 165,134
2021-10-05 Greater Miami Jewish Federation, Inc. 10% Owner S-Sale D Common Stock 31,552 27.00 851.9K 1,370,228
2021-10-04 Greater Miami Jewish Federation, Inc. 10% Owner S-Sale D Common Stock 10,000 25.98 259.8K 1,401,780
2021-09-24 Swayman Robert Director A-Award A Common Stock 7,400 0.00 55,066
2021-09-24 Rubin Steven D Director A-Award A Common Stock 8,900 0.00 121,538
2021-09-24 Reilly James Patrick Officer A-Award A Common Stock 32,500 0.00 322,668
2021-09-24 MacLachlan Daniel Officer A-Award A Common Stock 32,500 0.00 287,355
2021-09-24 Greater Miami Jewish Federation, Inc. 10% Owner S-Sale D Common Stock 3,872 29.00 112.3K 1,411,780
2021-09-24 Dubner Derek Director / Officer A-Award A Common Stock 32,500 0.00 478,020
2021-09-24 DELL JEFFREY ALAN Officer A-Award A Common Stock 25,000 0.00 167,958
2021-09-24 BENZ PETER Director A-Award A Common Stock 8,900 0.00 86,066
2021-09-23 Greater Miami Jewish Federation, Inc. 10% Owner S-Sale D Common Stock 5,000 29.91 149.6K 1,415,652
2021-09-22 Greater Miami Jewish Federation, Inc. 10% Owner S-Sale D Common Stock 19,577 30.12 589.7K 1,420,652
2021-09-21 Greater Miami Jewish Federation, Inc. 10% Owner S-Sale D Common Stock 6,461 29.54 190.9K 1,440,229
2021-09-20 Greater Miami Jewish Federation, Inc. 10% Owner S-Sale D Common Stock 4,920 29.76 146.4K 1,446,690
2021-09-17 Greater Miami Jewish Federation, Inc. 10% Owner S-Sale D Common Stock 21,199 31.93 676.9K 1,451,610
2021-09-15 Greater Miami Jewish Federation, Inc. 10% Owner S-Sale D Common Stock 5,000 30.09 150.5K 1,472,809
2021-09-14 Greater Miami Jewish Federation, Inc. 10% Owner S-Sale D Common Stock 10,173 30.35 308.8K 1,477,809
2021-09-13 Greater Miami Jewish Federation, Inc. 10% Owner S-Sale D Common Stock 10,000 31.76 317.6K 1,487,982
2021-08-09 Stanton Lisa M. Director A-Award A Common Stock 2,900 0.00 2,900
2021-07-12 Reilly James Patrick Officer F-InKind D Common Stock 36,071 21.78 785.6K 290,168
2021-07-12 MacLachlan Daniel Officer F-InKind D Common Stock 36,071 21.78 785.6K 254,855
2021-07-12 Dubner Derek Director / Officer F-InKind D Common Stock 49,188 21.78 1.07M 445,520
2021-07-12 DELL JEFFREY ALAN Officer F-InKind D Common Stock 6,541 21.78 142.5K 142,958
2021-06-02 Greater Miami Jewish Federation, Inc. 10% Owner S-Sale D Common Stock 1,000,000 19.75 19.75M 1,497,982
2021-01-15 Brauser Michael S-Sale D Common Stock 27,000 24.00 648.0K 529,250
2021-01-14 Brauser Michael S-Sale D Common Stock 240,000 24.50 5.88M 1,018,425
2021-01-07 Brauser Michael S-Sale D Common Stock 136,000 25.50 3.47M 1,258,544
2020-12-17 Greater Miami Jewish Federation, Inc. 10% Owner D Red Violet, Inc. common stock 0 0.00 2,497,982
2020-12-17 FROST PHILLIP MD ET AL 10% Owner G-Gift D Common Stock 2,497,982 0.00 0
2020-11-20 Swayman Robert Director A-Award A Common Stock 4,500 0.00 47,666
2020-11-20 Rubin Steven D Director A-Award A Common Stock 7,000 0.00 112,638
2020-11-20 Reilly James Patrick Officer A-Award A Common Stock 30,000 0.00 234,573
2020-11-20 MacLachlan Daniel Officer A-Award A Common Stock 30,000 0.00 199,260
2020-11-20 Dubner Derek Director / Officer A-Award A Common Stock 30,000 0.00 369,708
2020-11-20 DELL JEFFREY ALAN Officer A-Award A Common Stock 20,000 0.00 57,833
2020-11-20 BENZ PETER Director A-Award A Common Stock 7,000 0.00 77,166
2020-07-14 Reilly James Patrick Officer F-InKind D Common Stock 36,071 15.03 542.1K 204,573
2020-07-14 MacLachlan Daniel Officer A-Award A Common Stock 91,667 0.00 205,331
2020-07-14 Dubner Derek Director / Officer A-Award A Common Stock 125,000 0.00 385,146
2020-07-14 DELL JEFFREY ALAN Officer F-InKind D Common Stock 4,028 15.03 60.5K 37,833
2019-10-28 Swayman Robert Director A-Award A Common Stock 8,000 0.00 43,166
2019-10-28 Rubin Steven D Director A-Award A Common Stock 12,500 0.00 105,638
2019-10-28 BENZ PETER Director A-Award A Common Stock 12,500 0.00 70,166
2019-08-28 Wang Jinbo Officer A-Award A Common Stock 20,000 10.00 200.0K 20,000
2019-08-28 DELL JEFFREY ALAN Officer A-Award A Common Stock 75,000 12.50 937.5K 75,000
2019-08-01 Wang Jinbo Officer A-Award A Common Stock 11,667 0.00 29,629
2019-08-01 Swayman Robert Director A-Award A Common Stock 12,500 7.00 87.5K 12,500
2019-08-01 Rubin Steven D Director A-Award A Common Stock 25,000 7.00 175.0K 25,000
2019-08-01 Reilly James Patrick Officer A-Award A Common Stock 275,000 7.00 1.93M 275,000
2019-08-01 MacLachlan Daniel Officer A-Award A Common Stock 91,667 0.00 143,288
2019-08-01 Dubner Derek Director / Officer F-InKind D Common Stock 36,863 12.17 448.6K 260,146
2019-08-01 DELL JEFFREY ALAN Officer A-Award A Common Stock 16,667 0.00 29,256
2019-08-01 Brauser Michael 10% Owner A-Award A Common Stock 500,000 7.00 3.50M 500,000
2019-08-01 BENZ PETER Director A-Award A Common Stock 8,334 0.00 33,000
2019-06-10 Brauser Michael 10% Owner P-Purchase A Common Stock 1,000 11.95 12.0K 556,250
2019-06-07 Brauser Michael 10% Owner P-Purchase A Common Stock 1,000 11.85 11.9K 555,250
2019-05-13 Brauser Michael 10% Owner P-Purchase A Common Stock 1,000 10.12 10.1K 554,250
2019-05-10 Brauser Michael 10% Owner P-Purchase A Common Stock 1,000 9.83 9.8K 553,250
2019-05-09 Reilly James Patrick Officer P-Purchase A Common Stock 1,000 8.88 8.9K 86,937
2019-05-09 Dubner Derek Director / Officer P-Purchase A Common Stock 1,000 9.15 9.2K 172,009
2019-04-02 BENZ PETER Director P-Purchase A Common Stock 6,596 7.11 46.9K 20,928
2019-04-01 BENZ PETER Director P-Purchase A Common Stock 4,000 6.90 27.6K 14,332
2019-03-29 Brauser Michael 10% Owner P-Purchase A Common Stock 3,500 6.72 23.5K 549,257
2019-03-28 Reilly James Patrick Officer P-Purchase A Common Stock 1,500 6.75 10.1K 85,937
2019-03-28 Dubner Derek Director / Officer P-Purchase A Common Stock 3,000 6.75 20.3K 171,009
2019-03-28 Brauser Michael 10% Owner P-Purchase A Common Stock 3,000 6.78 20.3K 545,757
2019-03-26 Brauser Michael 10% Owner P-Purchase A Common Stock 3,000 6.66 20.0K 545,750
2019-03-25 Brauser Michael 10% Owner P-Purchase A Common Stock 1,000 6.63 6.6K 542,750
2019-03-22 Brauser Michael 10% Owner P-Purchase A Common Stock 3,500 6.52 22.8K 541,750
2019-03-21 Brauser Michael 10% Owner P-Purchase A Common Stock 4,500 6.72 30.2K 538,250
2019-03-20 Brauser Michael 10% Owner P-Purchase A Common Stock 2,800 6.86 19.2K 533,750
2019-03-13 Brauser Michael 10% Owner P-Purchase A Common Stock 3,000 7.28 21.8K 530,950
2019-03-12 Brauser Michael 10% Owner P-Purchase A Common Stock 1,949 7.21 14.1K 527,950
2019-03-11 Brauser Michael 10% Owner P-Purchase A Common Stock 6,500 7.05 45.8K 526,001
2019-03-08 Reilly James Patrick Officer P-Purchase A Common Stock 1,500 7.10 10.7K 84,437
2019-03-08 Dubner Derek Director / Officer P-Purchase A Common Stock 2,000 7.10 14.2K 168,009
2019-03-08 Brauser Michael 10% Owner P-Purchase A Common Stock 4,000 7.06 28.2K 519,501
2019-03-08 BENZ PETER Director P-Purchase A Common Stock 10,332 7.05 72.8K 10,332

Executive team

Top executives
EBIT / Employee
61.1K
Shares Outstanding
14.11M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Derek Dubner (Chief Executive Officer) 505.4K 576.5K 1.02M 14.0K 2.12M 48.26%
2 2025 Daniel MacLachlan (Chief Financial Officer) 472.3K 576.5K 1.02M 14.0K 2.09M 49.03%
3 2025 James Reilly (President) 472.3K 576.5K 1.02M 14.0K 2.09M 49.03%
4 2024 Derek Dubner (Chief Executive Officer) 484.4K 490.0K 946.3K 13.8K 1.93M 48.92%
5 2024 James Reilly (President) 452.6K 490.0K 946.3K 13.5K 1.90M 49.74%
6 2024 Daniel MacLachlan (Chief Financial Officer) 452.6K 490.0K 946.3K 13.5K 1.90M 49.74%
7 2023 Derek Dubner (Chief Executive Officer) 459.4K 350.0K 836.8K 17.6K 1.66M 50.30%
8 2023 James Reilly (President) 429.3K 350.0K 836.8K 15.0K 1.63M 51.30%
9 2023 Daniel MacLachlan (Chief Financial Officer) 429.3K 350.0K 836.8K 15.0K 1.63M 51.30%
10 2022 Derek Dubner (Chief Executive Officer) 416.6K 350.0K 676.4K 16.0K 1.46M 46.36%
11 2022 James Reilly (President) 389.4K 350.0K 676.4K 13.7K 1.43M 47.32%
12 2022 Daniel MacLachlan (Chief Financial Officer) 389.4K 350.0K 676.4K 13.7K 1.43M 47.32%
13 2021 Derek Dubner (Chief Executive Officer) 389.5K 350.0K 916.8K 11.4K 1.67M 54.97%
14 2021 James Reilly (President) 364.0K 350.0K 916.8K 11.4K 1.64M 55.83%
15 2021 Daniel MacLachlan (Chief Financial Officer) 364.0K 350.0K 916.8K 11.4K 1.64M 55.83%
16 2020 Derek Dubner (Chief Executive Officer) 381.7K 150.0K 672.9K 11.4K 1.22M 55.33%
17 2020 James Reilly (President) 329.9K 150.0K 672.9K 11.4K 1.16M 57.80%
18 2020 Daniel MacLachlan (Chief Financial Officer) 329.9K 150.0K 672.9K 11.4K 1.16M 57.80%
19 2019 Derek Dubner (Chief Executive Officer) 381.7K 150.0K 1.64M 11.2K 2.18M 75.15%
20 2019 James Reilly (President) 306.7K 150.0K 1.64M 11.2K 2.11M 77.82%
21 2019 Daniel MacLachlan (Chief Financial Officer) 306.7K 150.0K 1.64M 11.2K 2.11M 77.82%
22 2018 Derek Dubner (Chief Executive Officer) 284.2K 150.0K 2.88M 3.32M 86.91%
23 2018 Derek Dubner (Chief Executive Officer) 284.2K 150.0K 2.88M 3.32M 86.91%
24 2018 Daniel MacLachlan (Chief Financial Officer) 226.7K 125.0K 2.11M 2.47M 85.74%
25 2018 Daniel MacLachlan (Chief Financial Officer) 226.7K 125.0K 2.11M 2.47M 85.74%
26 2018 James Reilly (President) 228.6K 50.0K 2.11M 2.39M 88.36%
27 2018 James Reilly (President) 228.6K 50.0K 2.11M 2.39M 88.36%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-21 DEFA14A
2026-04-21 DEF 14A
2025-04-28 DEFA14A
2025-04-28 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 10-Q
2026-04-21 DEFA14A
2026-04-21 DEF 14A
2026-04-21 ARS
2026-03-27 SC 13G/A
2026-03-05 8-K
2026-03-04 10-K
2026-03-03 4
2026-01-13 8-K
2025-12-22 4

Executive team

NameTitleCompensationGender
Derek Dubner Chairman & Chief Executive Officer 1M male
Daniel MacLachlan Chief Financial Officer 1M male
James Patrick Reilly President 1M male
Jeffrey Alan Dell Chief Information Officer male
Jonathan McDonald Executive Vice President of Public Sector male
Angus Macnab Chief Technology Officer male
Joshua Weingard Corporate Counsel & Corporate Secretary male
Camilo Ramirez Senior Vice President of, Finance & Investor Relations female
James Frasche Chief Operating Officer male
ESG Rating
B
SOFTWARE - APPLICATION
2026
E (Environmental)
63.2 / 66.0
Company / Sector avg.
S (Social)
80.3 / 69.5
Company / Sector avg.
G (Governance)
68.3 / 67.5
Company / Sector avg.
ESG Total
70.6 / 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)
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Dividend history

Earnings history

Earnings reports

Stock splits