Subscribe

Riot Platforms, Inc. (RIOT)

USD20.45 +0.26 (+1.29%)
US NASDAQ Financial Services Financial - Capital Markets
Address 3855 Ambrosia Street 80109
Castle Rock, CO, US
CEO Jason Les
IPO 2016-03-31
CIK 1167419 ISIN US7672921050

Explore sections of this company profile

Description

Riot Platforms, Inc., along with its associated companies, primarily operates as a Bitcoin mining enterprise within the United States. The firm's activities are divided into two main areas: Bitcoin Mining and Engineering. It develops and manages essential infrastructure for large-scale Bitcoin mining operations at sites in Rockdale and Navarro counties, Texas, as well as two facilities in Paducah, Kentucky. Beyond its mining endeavors, the company's Engineering division designs and manufactures specialized power distribution equipment and custom-engineered electrical solutions. This segment also provides comprehensive services for the design, production, and installation of electricity distribution products to a diverse client base, including major commercial organizations, government agencies, and customers in the data center, power generation, utility, water, industrial, and renewable energy sectors. Established in the year 2000, Riot Platforms is headquartered in Castle Rock, Colorado.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD20.45 +0.26 (+1.29%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
18M
Beta
3.81
Float Shares
349.22M
Free Float %
92.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+5.23% +8.20% +52.65% +78.45% +63.91% +100.00% +191.26% +138.83% -4.45% +741.86% +838.52%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (18 ratings, all time) Buy
Price Targets & DCF
Current price
20.45
Low 25.00 +22.2%
Consensus 27.42 +34.1%
Median 26.75 +30.8%
High 31.00 +51.6%
Ratings Trend (MoM) 95% Bullish
Rating 2026-05 Change
Strong Buy 6 0
Buy 12 -1
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
26.25
+28.4%
Last Quarter 2
26.25
+28.4%
Last Year 7
27.50
+34.5%
All Time 18
18.72
-8.5%
Quality scores
Altman Z-Score
4.24
Safe zone
Piotroski F-Score
3 / 9
Average
MOAT Score
0 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Capital Markets: +19.7%
    +71.9% Q1'26: +3.6% (vs Q1'25)
  • EPS growth Financial - Capital Markets: +35.3%
    -673.5% Q1'26: -60.0% (vs Q1'25)
  • FCF margin FCF growth · Financial - Capital Markets: +29.5%
    -44.0% Q1'26: -178.3% (vs Q1'25)
  • EBIT margin Financial - Capital Markets: +33.5%
    -61.8% Q1'26: -85.1% (vs Q1'25)
  • ROIC Financial - Capital Markets: +4.0%
    -13.8% Q1'26: -23.0% (vs Q1'25)
  • Share dilution Financial - Capital Markets: +0.0%
    +6.8% Q1'26: +5.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×
    -5.26× Q1'26: -1.62× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (3.74) × ERP
WACC = 97% × Ke + 3% × Kd (8.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 20.45
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 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
13 Rev. Ana.
7 EPS Ana.
Dec 2027
13 Rev. Ana.
7 EPS Ana.
Dec 2028
9 Rev. Ana.
5 EPS Ana.
Dec 2029
4 Rev. Ana.
1 EPS Ana.
Revenue
198.1K
est: 200.0K (-1.0%)
106.1K
est: 1.10M (-90.4%)
269.7K
est: 17.00M (-98.4%)
7.85M
est: 7.60M (+3.2%)
6.84M
est: 9.40M (-27.3%)
12.08M
est: 10.40M (+16.2%)
213.24M
est: 211.06M (+1.0%)
259.17M
est: 254.51M (+1.8%)
280.68M
est: 286.74M (-2.1%)
376.66M
est: 369.87M (+1.8%)
647.44M
est: 654.98M (-1.2%)
655.51M
588.39M – 753.53M
+0.1% YoY
813.92M
719.96M – 917.57M
+24.2% YoY
909.51M
779.62M – 1.15B
+11.7% YoY
1.37B
1.18B – 1.74B
+51.2% YoY
EBITDA
-8.40M
est: -17.2K (-48,631.8%)
-3.03M
est: -94.9K (-3,098.8%)
-12.34M
est: -1.47M (-742.0%)
-55.62M
est: -655.4K (-8,386.2%)
-17.91M
est: -810.6K (-2,109.2%)
-4.05M
est: -896.9K (-352.0%)
11.44M
est: -18.20M (+162.8%)
-412.04M
est: -21.95M (-1,777.3%)
-2.79M
est: -31.38M (+91.1%)
324.18M
est: -13.15M (+2,564.7%)
-53.22M
est: -23.29M (-128.5%)
-23.31M
-26.80M – -20.92M
-0.1% YoY
-28.94M
-32.63M – -25.60M
-24.2% YoY
-32.34M
-40.93M – -27.72M
-11.7% YoY
-48.89M
-61.87M – -41.91M
-51.2% YoY
EBIT
-8.66M
est: -96.8K (-8,848.3%)
-3.13M
est: -532.2K (-487.7%)
-13.23M
est: -8.22M (-60.9%)
-60.89M
est: -3.68M (-1,555.8%)
-20.32M
est: -4.55M (-346.9%)
-8.92M
est: -5.03M (-77.2%)
-14.89M
est: -102.11M (+85.4%)
-519.99M
est: -123.14M (-322.3%)
-255.14M
est: -153.03M (-66.7%)
112.13M
est: -170.06M (+165.9%)
-400.03M
est: -301.16M (-32.8%)
-301.40M
-346.47M – -270.54M
-0.1% YoY
-374.24M
-421.90M – -331.04M
-24.2% YoY
-418.19M
-529.17M – -358.47M
-11.7% YoY
-632.18M
-799.94M – -541.89M
-51.2% YoY
Net Income
-8.76M
est: -663.37M (+98.7%)
-4.27M
est: -612.34M (+99.3%)
-19.85M
est: 535.80M (-103.7%)
-58.01M
est: -1.31B (+95.6%)
-20.04M
est: -274.28M (+92.7%)
-14.11M
est: -162.65M (+91.3%)
-15.44M
est: 251.89M (-106.1%)
-509.55M
est: -901.83M (+43.5%)
-49.47M
est: 264.96M (-118.7%)
109.40M
est: -112.56M (+197.2%)
-663.18M
est: -131.82M (-403.1%)
-649.51M
-733.03M – -441.03M
-392.7% YoY
-267.74M
-557.75M – 14.97M
+58.8% YoY
-396.87M
-418.39M – -83.87M
-48.2% YoY
4.15B
3.38B – 5.59B
+1,146.4% YoY
SGA
6.76M
est: 103.4K (+6,435.1%)
5.57M
est: 568.7K (+879.3%)
7.31M
est: 8.79M (-16.8%)
20.86M
est: 3.93M (+430.9%)
9.16M
est: 4.86M (+88.5%)
10.25M
est: 5.38M (+90.7%)
87.43M
est: 109.12M (-19.9%)
67.45M
est: 131.58M (-48.7%)
100.35M
est: 126.04M (-20.4%)
266.92M
est: 162.55M (+64.2%)
298.48M
est: 287.85M (+3.7%)
288.09M
258.59M – 331.16M
+0.1% YoY
357.70M
316.41M – 403.26M
+24.2% YoY
399.72M
342.63M – 505.79M
+11.7% YoY
604.25M
517.95M – 764.60M
+51.2% YoY
EPS
-2.26
est: -2.08 (-8.7%)
-1.05
est: -1.92 (+45.3%)
-3.30
est: 1.68 (-296.4%)
-4.33
est: -4.10 (-5.6%)
-1.04
est: -0.86 (-20.9%)
-0.30
est: -0.51 (+41.2%)
-0.08
est: 0.79 (-110.7%)
-3.65
est: -2.83 (-29.1%)
-0.28
est: 0.73 (-138.6%)
0.40
est: -0.34 (+217.6%)
-1.95
est: -0.37 (-429.2%)
-1.86
-2.15 – -1.29
-403.9% YoY
-0.71
-1.64 – 0.04
+61.5% YoY
-0.83
-1.23 – -0.25
-15.8% YoY
12.19
9.93 – 16.39
+1,573.8% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 HC Wainwright & Co. Buy Buy Maintain
2026-05-01 Needham Buy Buy Maintain
2026-04-21 Piper Sandler Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-08 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-07 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-06 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-05 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-04 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-05-01 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-30 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-29 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-28 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-27 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-24 C- 1/5 1/5 1/5 1/5 3/5 1/5 2/5
2026-04-23 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-22 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-21 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-20 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-17 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-16 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-15 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-517.88M
OE per share TTM
-1.44
Owner's Yield
-5.88%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
260.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
81
Total invested
70.39M
Insider transactions (90d)
0
Beneficial owners (>5%)
20
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Inc. 90.11M 19.90% 90.11M 90.11M CO Nevada 2024-09-23
2 Riot Platforms, Inc. 36.86M 9.25% 36.86M 36.86M 10.00 CO Nevada 2024-05-28
3 (1) BlackRock, Inc. 11.41M 6.80% 11.11M 11.41M HC Delaware 2023-02-03
4 The Vanguard Group - 23-1945930 10.04M 8.61% 168.8K 246.2K IA Pennsylvania For 2022-02-10
5 Susquehanna Investment Group 4.76M 4.00% 144.5K 4.76M 144.5K BD, PN Delaware 2022-02-14
6 Susquehanna Securities, LLC 4.76M 4.00% 4.62M 4.76M 4.62M BD, OO Delaware 2022-02-14
7 Northern Data AG 2.03M 2.10% 2.03M 2.03M CO Germany 2021-09-22
8 2 1.08M 9.27% 1.08M 1.08M CO Canada 2018-02-15
9 JonathanHonig 639.9K 9.51% 639.9K 639.9K IN United States 2017-10-11
10 CALC III LP                                                             46-2737051 634.6K 5.60% 634.6K 634.6K HC, PN Delaware 2018-02-14
11 Citadel Securities GP LLC                                     36-4108019 634.6K 5.60% 634.6K 634.6K HC, OO Delaware 2018-02-14
12 Citadel Securities LLC                                            26-1583831 634.6K 5.60% 634.6K 634.6K BD Delaware 2018-02-14
13 Kenneth Griffin 405.5K 2.80% 405.4K 405.4K HC, IN Delaware 2019-02-14
14 Hudson Bay Capital Management LP 333.3K 2.25% 333.3K PN State of Delaware 2019-01-31
15 Sander Gerber 333.3K 2.25% 333.3K IN United States 2019-01-31
16 Groussman 188.9K 1.62% 188.9K 188.9K IN xA xAxAxA FloridaxA xA xA 2018-02-15
17 S 63.9K 0.95% 63.9K 63.9K OO United States 2017-10-13
18 Retirement Plan 12.5K 0.11% 12.5K 12.5K OO xA xAxAxA FloridaxA xA xA 2018-02-15
19 2. 10.00 0.00% HC, OO Delaware 2020-02-14
20 10. 0.00% OO Texas 2017-04-05

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
81
-380 vs prev Q
New positions
15
Closed positions
335
Increased
46
Reduced
17
Put/Call ratio
0.00
Calls held
Puts held
85.0K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 654.8K +654.8K (+100.0%) 8.30B +8.3B (+100.0%) 0.19% +0.189 pp 0.01% +0.013 pp USD12.67 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 39.91M +334.4K (+0.8%) 505.66M -247.5M (-32.9%) 11.50% -0.270 pp 0.01% -0.004 pp USD13.91 -8.9% 33 qtrs
3 BLACKROCK, INC. 29.11M -45.5K (-0.2%) 368.79M -186.0M (-33.5%) 8.39% -0.283 pp 0.01% -0.004 pp USD7.87 +61.0% 6 qtrs
4 FMR LLC 12.80M -7.6M (-37.4%) 162.13M -226.7M (-58.3%) 3.69% -2.389 pp 0.01% -0.012 pp USD16.83 -24.7% 22 qtrs
5 STARBOARD VALUE LP 12.74M +3.9M (+44.5%) 161.47M -6.3M (-3.8%) 3.67% +1.050 pp 3.06% -0.099 pp USD13.83 -8.4% 5 qtrs
6 VIKING GLOBAL INVESTORS LP 12.43M +12.4M (+100.0%) 157.47M +157.5M (+100.0%) 3.58% +3.581 pp 0.42% +0.418 pp USD12.67 +0.0% 1 qtrs NEW
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11.33M -4.5M (-28.4%) 143.53M -157.5M (-52.3%) 3.26% -1.440 pp 0.02% -0.018 pp USD14.06 -9.9% 33 qtrs
8 VALUE ALIGNED RESEARCH ADVISORS, LLC 9.62M +4.1M (+72.8%) 121.94M +15.9M (+15.0%) 2.77% +1.116 pp 1.23% -0.069 pp USD10.94 +15.8% 5 qtrs
9 JANE STREET GROUP, LLC 9.42M +5.9M (+164.9%) 119.35M +51.7M (+76.4%) 2.71% +1.657 pp 0.02% +0.008 pp USD13.81 -8.3% 6 qtrs
10 STATE STREET CORP 8.91M +357.7K (+4.2%) 112.85M -49.8M (-30.6%) 2.57% +0.024 pp 0.00% -0.002 pp USD13.00 -2.5% 21 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 8.83M -28.9K (-0.3%) 111.95M -56.7M (-33.6%) 2.55% -0.090 pp 0.01% -0.004 pp USD12.67 +0.0% 33 qtrs
12 SITUATIONAL AWARENESS LP 6.17M +2.6M (+71.7%) 78.14M +9.8M (+14.3%) 1.78% +0.709 pp 1.42% -0.236 pp USD16.37 -22.6% 2 qtrs
13 D. E. SHAW & CO., INC. 5.46M +— (+0.0%) 69.12M -34.7M (-33.4%) 1.57% -0.051 pp 0.04% -0.021 pp USD10.12 +25.2% 5 qtrs
14 DIMENSIONAL FUND ADVISORS LP 5.14M +614.1K (+13.6%) 65.19M -21.1M (-24.4%) 1.48% +0.135 pp 0.01% -0.005 pp USD11.45 +10.7% 13 qtrs
15 RENAISSANCE TECHNOLOGIES LLC 4.29M +1.5M (+53.2%) 54.34M +1.1M (+2.0%) 1.24% +0.403 pp 0.08% +0.014 pp USD11.78 +7.6% 3 qtrs
16 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 4.28M +25.0K (+0.6%) 54.23M -26.7M (-33.0%) 1.23% -0.032 pp 0.03% -0.015 pp USD18.99 -33.3% 2 qtrs
17 MIZUHO MARKETS AMERICAS LLC 4.25M -2.0M (-32.3%) 53.86M -65.7M (-54.9%) 1.22% -0.643 pp 1.04% -1.210 pp USD8.86 +43.0% 5 qtrs
18 MORGAN STANLEY 4.05M +896.8K (+28.4%) 51.36M -8.7M (-14.5%) 1.17% +0.229 pp 0.00% -0.001 pp USD10.32 +22.8% 33 qtrs
19 TOMS CAPITAL INVESTMENT MANAGEMENT LP 4.01M +4.0M (+100.0%) 50.80M +50.8M (+100.0%) 1.16% +1.155 pp 1.07% +1.066 pp USD12.67 +0.0% 1 qtrs NEW
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 3.66M -247.9K (-6.3%) 46.37M -28.0M (-37.6%) 1.05% -0.108 pp 0.16% -0.087 pp USD19.03 -33.4% 2 qtrs
21 PARALLAX VOLATILITY ADVISERS, L.P. 3.64M +563.7K (+18.3%) 46.08M -12.4M (-21.2%) 1.05% +0.134 pp 0.09% +0.002 pp USD15.65 -19.0% 19 qtrs
22 BARCLAYS PLC 3.52M -138.2K (-3.8%) 44.60M -25.0M (-35.9%) 1.01% -0.074 pp 0.01% -0.007 pp USD11.10 +14.1% 5 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.35M +102.7K (+3.2%) 42.44M -19.4M (-31.3%) 0.97% -0.001 pp 0.01% -0.003 pp USD13.76 -7.9% 23 qtrs
24 VAN ECK ASSOCIATES CORP 3.09M +704.9K (+29.5%) 39.17M -6.2M (-13.8%) 0.89% +0.181 pp 0.03% -0.010 pp USD10.93 +15.9% 19 qtrs
25 UBS GROUP AG 2.96M +568.1K (+23.8%) 37.46M -8.0M (-17.6%) 0.85% +0.142 pp 0.01% -0.001 pp USD11.34 +11.7% 33 qtrs
26 WOLVERINE ASSET MANAGEMENT LLC 2.79M +403.3K (+16.9%) 35.39M -10.1M (-22.2%) 0.80% +0.094 pp 0.28% -0.057 pp USD11.93 +6.2% 5 qtrs
27 NORTHERN TRUST CORP 2.79M -209.2K (-7.0%) 35.32M -21.7M (-38.1%) 0.80% -0.088 pp 0.00% -0.003 pp USD16.71 -24.2% 32 qtrs
28 INVESCO LTD. 2.78M -100.1K (-3.5%) 35.24M -19.6M (-35.7%) 0.80% -0.056 pp 0.01% -0.003 pp USD12.30 +3.0% 20 qtrs
29 PEAK6 LLC 2.59M -1.4M (-35.5%) 32.79M -43.6M (-57.1%) 0.75% -0.448 pp 0.06% -0.051 pp USD13.53 -6.4% 5 qtrs
30 CIBC WORLD MARKETS CORP 2.52M +2.5M (+100.0%) 31.97M +32.0M (+100.0%) 0.73% +0.727 pp 0.15% +0.154 pp USD12.67 +0.0% 1 qtrs NEW
31 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.28M +475.5K (+26.3%) 28.95M -5.5M (-15.9%) 0.66% +0.120 pp 0.01% -0.001 pp USD17.71 -28.5% 2 qtrs
32 CITADEL ADVISORS LLC 2.21M -1.3M (-36.9%) 27.99M -38.6M (-58.0%) 0.64% -0.404 pp 0.00% -0.006 pp USD14.84 -14.6% 33 qtrs
33 TOROSO INVESTMENTS, LLC 2.03M +310.9K (+18.0%) 25.78M -7.0M (-21.4%) 0.59% +0.074 pp 0.06% -0.004 pp USD16.93 -25.2% 21 qtrs
34 NOMURA HOLDINGS INC 1.97M +773.6K (+64.9%) 24.92M +2.2M (+9.8%) 0.57% +0.212 pp 0.03% -0.002 pp USD10.53 +20.3% 5 qtrs
35 GOLDMAN SACHS GROUP INC 1.96M +1.5M (+336.0%) 24.86M +16.3M (+190.3%) 0.57% +0.432 pp 0.00% +0.002 pp USD12.11 +4.6% 5 qtrs
36 PRINCIPAL FINANCIAL GROUP INC 1.91M +1.0M (+121.1%) 24.17M +7.8M (+47.2%) 0.55% +0.293 pp 0.01% +0.004 pp USD15.43 -17.9% 19 qtrs
37 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 1.78M -1.4M (-43.5%) 22.60M -37.5M (-62.4%) 0.51% -0.425 pp 0.03% -0.062 pp USD10.66 +18.9% 7 qtrs
38 QUBE RESEARCH & TECHNOLOGIES LTD 1.65M +1.6M (+3,643.2%) 20.87M +20.0M (+2,392.2%) 0.47% +0.462 pp 0.02% +0.020 pp USD12.84 -1.3% 2 qtrs
39 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 1.54M -137.6K (-8.2%) 19.53M -12.4M (-38.9%) 0.44% -0.055 pp 0.05% -0.049 pp USD19.03 -33.4% 2 qtrs
40 MARK ASSET MANAGEMENT LP 1.43M +616.1K (+75.4%) 18.16M +2.6M (+16.8%) 0.41% +0.170 pp 1.20% +0.084 pp USD13.14 -3.6% 3 qtrs
41 BROAD PEAK INVESTMENT ADVISERS PTE LTD 1.41M +1.4M (+100.0%) 17.86M +17.9M (+100.0%) 0.41% +0.406 pp 3.20% +3.203 pp USD12.67 +0.0% 1 qtrs NEW
42 WELLINGTON MANAGEMENT GROUP LLP 1.36M +424.7K (+45.6%) 17.18M -543.2K (-3.1%) 0.39% +0.114 pp 0.00% 0.000 pp USD17.04 -25.6% 19 qtrs
43 NUVEEN, LLC 1.32M -61.1K (-4.4%) 16.77M -9.6M (-36.4%) 0.38% -0.030 pp 0.00% -0.003 pp USD10.07 +25.8% 4 qtrs
44 AMERICAN CENTURY COMPANIES INC 1.32M +1.2M (+1,002.5%) 16.70M +14.4M (+634.0%) 0.38% +0.344 pp 0.01% +0.007 pp USD12.45 +1.8% 14 qtrs
45 CAPTION MANAGEMENT, LLC 1.31M +190.2K (+17.1%) 16.54M -4.7M (-22.1%) 0.38% +0.045 pp 0.11% -0.052 pp USD18.10 -30.0% 7 qtrs
46 BANK OF NEW YORK MELLON CORP 1.26M +95.5K (+8.2%) 15.97M -6.2M (-28.0%) 0.36% +0.017 pp 0.00% -0.002 pp USD16.26 -22.1% 21 qtrs
47 JPMORGAN CHASE & CO 1.22M +24.4K (+2.0%) 15.43M -7.3M (-32.1%) 0.35% -0.004 pp 0.00% 0.000 pp USD9.07 +39.7% 22 qtrs
48 VIDENT ADVISORY, LLC 1.22M -140.6K (-10.4%) 15.40M -10.4M (-40.3%) 0.35% -0.053 pp 0.14% -0.106 pp USD9.39 +34.9% 10 qtrs
49 EXCHANGE TRADED CONCEPTS, LLC 1.21M +162.2K (+15.5%) 15.35M -4.6M (-23.1%) 0.35% +0.037 pp 0.12% -0.053 pp USD12.42 +2.0% 19 qtrs
50 BALYASNY ASSET MANAGEMENT L.P. 992.7K +992.7K (+100.0%) 12.58M +12.6M (+100.0%) 0.29% +0.286 pp 0.02% +0.016 pp USD12.67 +0.0% 7 qtrs
51 PRICE T ROWE ASSOCIATES INC /MD/ 893.4K +104.6K (+13.3%) 11.32M -3.7M (-24.6%) 0.26% +0.023 pp 0.00% 0.000 pp USD15.68 -19.2% 20 qtrs
52 IMC-CHICAGO, LLC 888.4K +888.4K (+100.0%) 11.26M +11.3M (+100.0%) 0.26% +0.256 pp 0.00% +0.004 pp USD12.67 +0.0% 1 qtrs NEW
53 BANK OF AMERICA CORP /DE/ 862.5K +352.1K (+69.0%) 10.93M +1.2M (+12.5%) 0.25% +0.097 pp 0.00% +0.000 pp USD11.39 +11.2% 33 qtrs
54 BIT CAPITAL GMBH 837.3K +333.3K (+66.1%) 10.61M +1.0M (+10.6%) 0.24% +0.091 pp 0.39% +0.062 pp USD12.10 +4.7% 18 qtrs
55 SQUAREPOINT OPS LLC 832.4K -1.2M (-59.5%) 10.55M -28.5M (-73.0%) 0.24% -0.371 pp 0.01% -0.028 pp USD18.44 -31.3% 5 qtrs
56 METLIFE INVESTMENT MANAGEMENT, LLC 796.6K -13.8K (-1.7%) 10.09M -5.3M (-34.6%) 0.23% -0.012 pp 0.05% -0.025 pp USD17.94 -29.4% 19 qtrs
57 GMT CAPITAL CORP 783.9K +— (+0.0%) 9.93M -5.0M (-33.4%) 0.23% -0.007 pp 0.52% -0.158 pp USD7.12 +77.9% 4 qtrs
58 SWISS NATIONAL BANK 669.2K +11.1K (+1.7%) 8.48M -4.0M (-32.3%) 0.19% -0.003 pp 0.01% -0.002 pp USD17.45 -27.4% 19 qtrs
59 UBS ASSET MANAGEMENT AMERICAS INC 651.5K +125.2K (+23.8%) 8.25M -1.8M (-17.6%) 0.19% +0.031 pp 0.00% 0.000 pp USD12.93 -2.0% 19 qtrs
60 619.4K +173.1K (+38.8%) 7.85M -644.7K (-7.6%) 0.18% +0.046 pp 8.16% +2.000 pp USD10.99 +15.3% 5 qtrs
61 MILLENNIUM MANAGEMENT LLC 613.9K -182.1K (-22.9%) 7.78M -7.4M (-48.7%) 0.18% -0.060 pp 0.00% -0.003 pp USD18.43 -31.3% 16 qtrs
62 ALIGHT CAPITAL MANAGEMENT LP 600.0K +300.0K (+100.0%) 7.60M +1.9M (+33.2%) 0.17% +0.084 pp 1.94% +0.707 pp USD11.99 +5.7% 6 qtrs
63 CANTOR FITZGERALD, L. P. 598.3K -1.5M (-71.6%) 7.58M -32.5M (-81.1%) 0.17% -0.454 pp 0.12% -0.275 pp USD11.29 +12.2% 4 qtrs
64 SEGALL BRYANT & HAMILL, LLC 597.7K +597.7K (+100.0%) 7.57M +7.6M (+100.0%) 0.17% +0.172 pp 0.10% +0.103 pp USD12.67 +0.0% 1 qtrs NEW
65 VOYA INVESTMENT MANAGEMENT LLC 586.6K +265.8K (+82.9%) 7.43M +1.3M (+21.7%) 0.17% +0.074 pp 0.01% +0.001 pp USD15.72 -19.4% 19 qtrs
66 GROUP ONE TRADING, L.P. 569.2K +569.2K (+100.0%) 7.21M +7.2M (+100.0%) 0.16% +0.164 pp 0.01% +0.013 pp USD12.67 +0.0% 13 qtrs
67 BANK OF MONTREAL /CAN/ 554.9K +238.6K (+75.4%) 7.03M +1.0M (+16.8%) 0.16% +0.066 pp 0.00% +0.000 pp USD15.72 -19.4% 17 qtrs
68 WELLS FARGO & COMPANY/MN 550.4K +114.3K (+26.2%) 6.97M -1.3M (-16.0%) 0.16% +0.029 pp 0.00% 0.000 pp USD10.30 +23.0% 23 qtrs
69 VIRTU FINANCIAL LLC 541.5K +541.5K (+100.0%) 6.86M +6.9M (+100.0%) 0.16% +0.156 pp 0.27% +0.266 pp USD12.67 +0.0% 1 qtrs NEW
70 RHUMBLINE ADVISERS 510.2K -43.8K (-7.9%) 6.46M -4.1M (-38.7%) 0.15% -0.018 pp 0.01% -0.003 pp USD14.17 -10.6% 19 qtrs
71 DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN 508.9K +37.5K (+8.0%) 6.45M -2.5M (-28.1%) 0.15% +0.006 pp 0.01% -0.002 pp USD11.82 +7.2% 8 qtrs
72 CLEARLINE CAPITAL LP 495.7K +439.6K (+782.6%) 6.28M +5.2M (+487.6%) 0.14% +0.126 pp 0.31% +0.261 pp USD12.49 +1.4% 5 qtrs
73 FIRST TRUST ADVISORS LP 493.5K +432.7K (+711.6%) 6.25M +5.1M (+440.4%) 0.14% +0.124 pp 0.00% +0.004 pp USD12.48 +1.5% 19 qtrs
74 EDGESTREAM PARTNERS, L.P. 470.2K +351.4K (+295.9%) 5.96M +3.7M (+163.6%) 0.14% +0.100 pp 0.17% +0.102 pp USD14.28 -11.3% 2 qtrs
75 MAREX GROUP PLC 465.2K -275.8K (-37.2%) 5.89M -8.2M (-58.2%) 0.13% -0.086 pp 0.04% -0.063 pp USD11.30 +12.1% 3 qtrs
76 CLEAR STREET GROUP INC. 465.1K -1.2M (-71.9%) 5.89M -25.6M (-81.3%) 0.13% -0.358 pp 0.02% -0.086 pp USD19.03 -33.4% 2 qtrs
77 CAPITAL FUND MANAGEMENT S.A. 453.7K -286.5K (-38.7%) 5.75M -8.3M (-59.2%) 0.13% -0.089 pp 0.02% -0.021 pp USD11.30 +12.1% 9 qtrs
78 CENTIVA CAPITAL, LP 450.0K +— (+0.0%) 5.70M -2.9M (-33.4%) 0.13% -0.004 pp 0.05% -0.035 pp USD19.03 -33.4% 5 qtrs
79 MARSHALL WACE, LLP 449.1K +448.0K (+40,727.5%) 5.69M +5.7M (+27,082.5%) 0.13% +0.129 pp 0.01% +0.005 pp USD12.69 -0.2% 2 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
3
Shares acquired
Shares disposed
189.8K
Cash buys
Cash sales
2.00
Net activity
-189,800
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
2026-04-12 Gibbs Jonathan Officer D-Return D Common Stock 1,147,910 0.00 84,989 D
2026-01-01 Yi Soo il Benjamin Director / Officer A-Award A Common Stock 947,118 0.00 9,638,339 D
2026-01-01 Yee Colin M. Officer A-Award A Restricted Stock Units 157,853 0.00 2,115,366 D
2026-01-01 Werner Ryan D. Officer F-InKind D Common Stock 9,943 12.67 126.0K 812,832 D
2026-01-01 Les Jason Director / Officer A-Award A Common Stock 947,118 0.00 8,673,921 D
2026-01-01 Jackman William Richard Officer A-Award A Common Stock 197,316 0.00 2,458,473 D
2026-01-01 Howell Stephen Mitchell Jr. Officer F-InKind D Common Stock 29,482 12.67 373.5K 1,438,786 D
2026-01-01 Gibbs Jonathan Officer A-Award A Common Stock 236,779 0.00 759,341 D
2026-01-01 Chung Jason Officer A-Award A Common Stock 236,779 0.00 2,655,584 D
2025-12-31 Les Jason Director / Officer Common Stock 0 0.00 1,501,259 I
2025-12-01 Gibbs Jonathan Officer F-InKind D Common Stock 60,868 15.48 942.2K 522,562 D
2025-10-10 Werner Ryan D. Officer S-Sale D Common Stock 14,984 23.00 344.6K 822,775 D
2025-10-03 Les Jason Director / Officer S-Sale D Common Stock 113,948 20.04 2.28M 769,911 I
2025-09-29 Les Jason Director / Officer S-Sale D Common Stock 12,800 20.00 256.0K 883,859 I
2025-09-24 Les Jason Director / Officer S-Sale D Common Stock 23,252 20.04 466.0K 896,659 I
2025-09-10 Jackman William Richard Officer S-Sale D Common Stock 248,168 15.78 3.92M 2,261,157 D
2025-07-21 Les Jason Director / Officer S-Sale D Common Stock 100,000 15.12 1.51M 919,911 I
2025-07-11 Turner Michael John Director A-Award A Common Stock 16,103 0.00 28,103 D
2025-07-11 Mouton Douglas Director A-Award A Common Stock 16,103 0.00 36,487 D
2025-07-11 Leverton Jaime Director A-Award A Common Stock 16,103 0.00 28,103 D
2025-07-11 D'Ambrosio Lance Varro Director A-Award A Common Stock 16,103 0.00 60,544 D
2025-07-07 Werner Ryan D. Officer S-Sale D Common Stock 3,747 11.88 44.5K 837,759 D
2025-07-01 Yee Colin M. Officer M-Exempt A Common Stock 124,823 0.00 327,900 D
2025-07-01 Werner Ryan D. Officer A-Award A Common Stock 133,097 0.00 841,506 D
2025-07-01 Les Jason 0 0.00 0
2025-07-01 Howell Stephen Mitchell Jr. Officer F-InKind D Common Stock 20,345 11.27 229.3K 802,785 D
2025-06-30 Leverton Jaime Director M-Exempt A Common Stock 12,000 0.00 12,000 D
2025-06-10 Gibbs Jonathan Officer A-Award A Common Stock 583,430 0.00 583,430 D
2025-06-01 Gibbs Jonathan 0 0.00 0
2025-03-17 Mouton Douglas Director P-Purchase A Common Stock 8,384 7.74 64.9K 20,384 D
2025-03-14 Cho Hannah Director S-Sale D Common Stock 12,000 7.70 92.4K 59,265 D
2025-03-03 Marleau Hubert Director S-Sale D Common Stock 61,000 9.58 584.4K 5,000 D
2025-02-21 Turner Michael John Director A-Award A Common Stock 12,000 0.00 12,000 D
2025-02-21 Mouton Douglas Director A-Award A Common Stock 12,000 0.00 12,000 D
2025-02-21 Leverton Jaime Director A-Award A Restricted Stock Units 12,000 0.00 12,000 D
2025-02-12 Turner Michael John 0 0.00 0
2025-02-12 Mouton Douglas 0 0.00 0
2025-02-12 Leverton Jaime 0 0.00 0
2024-12-10 Les Jason Director / Officer S-Sale D Common Stock 50,000 11.34 567.0K 1,019,911 I
2024-11-18 Cho Hannah Director S-Sale D Common Stock 882 12.58 11.1K 71,265 D
2024-09-16 D'Ambrosio Lance Varro Director S-Sale D Common Stock 25,000 7.00 175.0K 44,441
2024-08-14 Marleau Hubert Director S-Sale D Common Stock 17,861 7.70 137.5K 66,000
2024-08-07 Cho Hannah Director S-Sale D Common Stock 27,861 8.61 239.9K 81,290
2024-07-01 Yi Soo il Benjamin Director / Officer A-Award A Common Stock 753,768 0.00 8,217,662
2024-07-01 Yee Colin M. Officer M-Exempt A Common Stock 41,071 0.00 203,077
2024-07-01 Werner Ryan D. Officer F-InKind D Common Stock 2,823 9.95 28.1K 428,698
2024-07-01 Marleau Hubert Director A-Award A Common Stock 24,000 0.00 83,861
2024-07-01 Les Jason Director / Officer A-Award A Common Stock 376,884 0.00 6,601,086
2024-07-01 Jackman William Richard Officer A-Award A Common Stock 502,512 0.00 2,509,325
2024-07-01 Howell Stephen Mitchell Jr. Officer A-Award A Common Stock 251,256 0.00 823,130
2024-07-01 D'Ambrosio Lance Varro Director A-Award A Common Stock 24,000 0.00 69,441
2024-07-01 Chung Jason Officer A-Award A Common Stock 251,256 0.00 1,916,293
2024-07-01 Cho Hannah Director A-Award A Common Stock 24,000 0.00 109,151
2024-06-01 Werner Ryan D. Officer F-InKind D Common Stock 31,238 9.75 304.6K 431,521
2024-06-01 Les Jason Director / Officer F-InKind D Common Stock 797,890 9.75 7.78M 6,256,700
2024-06-01 Howell Stephen Mitchell Jr. Officer D Common Stock 0 0.00 349,284
2024-03-15 Werner Ryan D. Officer S-Sale D Common Stock 35,000 11.15 390.3K 462,759
2024-02-28 Cho Hannah Director S-Sale D Common Stock 15,000 17.42 261.3K 85,151
2024-02-22 Yi Soo il Benjamin Director / Officer D-Return D Common Stock 298,334 0.00 7,087,010
2024-02-22 Yee Colin M. Officer D-Return D Common Stock 192,000 0.00 162,006
2024-02-22 Werner Ryan D. Officer D-Return D Common Stock 135,998 0.00 497,759
2024-02-22 Les Jason Director / Officer F-InKind D Common Stock 15,754 15.73 247.8K 7,352,924
2024-02-22 Jackman William Richard Officer D-Return D Common Stock 192,000 0.00 1,755,557
2024-02-22 Chung Jason Officer D-Return D Common Stock 192,000 0.00 1,665,037
2024-01-03 Yi Soo il Benjamin Director / Officer A-Award A Common Stock 5,000,000 0.00 7,385,344
2024-01-03 Yee Colin M. Officer A-Award A Restricted Stock Units 1,000,000 0.00 1,369,639
2024-01-03 Werner Ryan D. Officer A-Award A Common Stock 300,000 0.00 638,669
2024-01-03 Les Jason Director / Officer A-Award A Common Stock 5,000,000 0.00 7,368,678
2024-01-03 Jackman William Richard Officer A-Award A Common Stock 1,000,000 0.00 1,947,557
2024-01-03 Chung Jason Officer A-Award A Common Stock 1,000,000 0.00 1,246,426
2023-12-31 Les Jason Director / Officer D Common Stock 0 0.00 2,368,678
2023-12-29 Marleau Hubert Director A-Award A Common Stock 32,000 0.00 59,860
2023-12-29 D'Ambrosio Lance Varro Director A-Award A Common Stock 32,000 0.00 45,441
2023-12-29 Cho Hannah Director A-Award A Common Stock 32,000 0.00 100,150
2023-12-08 Jackman William Richard Officer S-Sale D Common Stock 57,000 15.68 893.7K 947,557
2023-08-17 Marleau Hubert Director S-Sale D Common Stock 51,165 12.28 628.3K 27,860
2023-07-24 Chung Jason Officer D Common Stock 0 0.00 123,213
2023-07-17 D'Ambrosio Lance Varro Director S-Sale D Common Stock 26,000 19.16 498.2K 13,441
2023-07-13 Yi Soo il Benjamin Director / Officer A-Award A Common Stock 184,820 0.00 3,015,704
2023-07-13 Yee Colin M. Officer A-Award A Restricted Stock Units 123,213 0.00 369,639
2023-07-13 Werner Ryan D. Officer A-Award A Common Stock 19,714 0.00 299,241
2023-07-13 Les Jason Director / Officer A-Award A Common Stock 369,640 0.00 2,393,389
2023-07-13 Jackman William Richard Officer A-Award A Common Stock 123,213 0.00 758,131
2023-07-10 Werner Ryan D. Officer F-InKind D Common Stock 3,272 16.86 55.2K 279,527
2023-07-10 Les Jason Director / Officer F-InKind D Common Stock 8,622 16.86 145.4K 1,838,929
2023-06-02 Yi Soo il Benjamin Director / Officer S-Sale D Common Stock 50,051 12.49 625.1K 2,830,884
2023-06-02 Jackman William Richard Officer S-Sale D Common Stock 371,471 12.13 4.51M 634,918
2023-06-01 Yi Soo il Benjamin Director / Officer S-Sale D Common Stock 274,696 12.02 3.30M 3,316,768
2023-06-01 Werner Ryan D. Officer F-InKind D Common Stock 30,587 12.41 379.6K 282,799
2023-06-01 Les Jason Director / Officer S-Sale D Common Stock 50,000 11.63 581.5K 356,794
2023-05-31 Werner Ryan D. Officer S-Sale D Common Stock 22,333 11.92 266.2K 313,386
2023-05-30 Cho Hannah Director S-Sale D Common Stock 14,000 12.26 171.6K 68,150
2023-05-25 Yee Colin M. Officer S-Sale D Common Stock 50,283 10.93 549.6K 354,006
2023-05-25 Les Jason Officer S-Sale D Common Stock 50,000 10.83 541.5K 411,794
2023-04-17 D'Ambrosio Lance Varro Director S-Sale D Common Stock 26,000 12.51 325.3K 43,441
2023-04-12 Yee Colin M. Officer F-InKind D Common Stock 6,285 12.35 77.6K 404,289
2023-04-01 Marleau Hubert Director F-InKind D Common Stock 13,930 9.99 139.2K 79,025
2023-04-01 Cho Hannah Director F-InKind D Common Stock 13,930 9.99 139.2K 82,150
2023-02-01 Harris Chad Everett Officer D-Return D Common Stock 742,942 0.00 232,400
2023-01-17 D'Ambrosio Lance Varro Director S-Sale D Common Stock 26,000 6.39 166.1K 69,441
2023-01-11 Werner Ryan D. Officer F-InKind D Common Stock 7,200 4.22 30.4K 335,719
2023-01-11 MCGONEGAL JEFFREY Officer F-InKind D Common Stock 13,200 4.22 55.7K 876,280
2023-01-11 Les Jason Officer F-InKind D Common Stock 16,667 4.22 70.3K 3,333,435
2023-01-11 Jackman William Richard Officer F-InKind D Common Stock 12,000 4.22 50.6K 1,006,389
2023-01-11 Harris Chad Everett Officer F-InKind D Common Stock 9,600 4.22 40.5K 975,342
2022-12-31 Marleau Hubert Director F-InKind D Common Stock 15,493 3.39 52.5K 92,955
2022-12-31 Cho Hannah Director F-InKind D Common Stock 15,493 3.39 52.5K 96,080
2022-12-15 Jackman William Richard Officer S-Sale D Common Stock 25,000 4.00 100.0K 1,018,389
2022-12-07 Harris Chad Everett Officer S-Sale D Common Stock 75,565 4.15 313.6K 984,942
2022-10-31 D'Ambrosio Lance Varro Director S-Sale D Common Stock 26,000 6.97 181.2K 95,441
2022-10-01 Marleau Hubert Director F-InKind D Common Stock 13,930 7.01 97.6K 108,448
2022-10-01 Cho Hannah Director F-InKind D Common Stock 13,930 7.01 97.6K 111,573
2022-09-30 Marleau Hubert Director F-InKind D Common Stock 1,563 7.01 11.0K 122,378
2022-09-30 Cho Hannah Director F-InKind D Common Stock 1,563 7.01 11.0K 125,503
2022-09-27 YI SOO IL BENJAMIN Director / Officer M-Exempt A Common Stock 3,750 0.00 196,696
2022-09-27 MCGONEGAL JEFFREY Officer M-Exempt A Common Stock 323,334 0.00 666,597
2022-09-27 Les Jason Director / Officer M-Exempt D Restricted Stock Units 378,334 0.00 0
2022-09-26 YI SOO IL BENJAMIN Director / Officer M-Exempt A Restricted Stock Units 46,666 0.00 0
2022-09-12 MCGONEGAL JEFFREY Officer M-Exempt A Common Stock 9,666 0.00 347,199
2022-09-01 D'Ambrosio Lance Varro Director S-Sale D Common Stick 10,000 6.69 66.9K 3,750
2022-08-30 D'Ambrosio Lance Varro Director M-Exempt D Restricted Stock Units 11,250 0.00 6,250
2022-08-02 Jackman William Richard Officer M-Exempt D Restricted Stock Units 12,000 0.00 55,321
2022-07-19 Harris Chad Everett Officer F-InKind D Common Stock 7,800 5.57 43.4K 75,565
2022-07-13 YI SOO IL BENJAMIN Officer A-Award A Restricted Stock Units 16,666 0.00 50,416
2022-07-13 Theriot Lyle Joseph Officer A-Award A Restricted Stock Units 12,000 0.00 28,488
2022-07-13 MCGONEGAL JEFFREY Officer A-Award A Restricted Stock Units 14,666 0.00 14,666
2022-07-13 Les Jason Director / Officer 0 0.00 0
2022-07-13 Jackman William Richard Officer A-Award A Restricted Stock Units 12,000 0.00 67,321
2022-07-13 Harris Chad Everett Officer A-Award A Restricted Stock Units 12,000 0.00 28,488
2022-07-13 Brooks Megan M. Officer F-InKind D Common Stock 3,999 4.91 19.6K 179,596
2022-06-14 Brooks Megan M. Officer F-InKind D Common Stock 7,500 5.17 38.8K 150,662
2022-05-17 MCGONEGAL JEFFREY Officer F-InKind D Common Stock 27,880 7.97 222.2K 337,533
2022-05-17 Brooks Megan M. Officer F-InKind D Common Stock 7,500 7.31 54.8K 133,162
2022-04-20 Brooks Megan M. Officer F-InKind D Common Stock 6,000 14.79 88.7K 115,662
2022-04-13 YI SOO IL BENJAMIN Officer A-Award A Restricted Stock Units 30,000 0.00 33,750
2022-04-13 Theriot Lyle Joseph Officer A-Award A Restricted Stock Units 14,000 0.00 16,488
2022-04-13 MCGONEGAL JEFFREY Officer A-Award A Restricted Stock Units 24,000 0.00 73,000
2022-04-13 Les Jason Officer A-Award A Restricted Stock Units 30,000 0.00 30,000
2022-04-13 Jackman William Richard Officer A-Award A Restricted Stock Units 14,000 0.00 55,321
2022-04-13 Harris Chad Everett Officer A-Award A Restricted Stock Units 14,000 0.00 16,488
2022-04-13 Brooks Megan M. Officer A-Award A Restricted Stock Units 20,000 0.00 101,000
2022-04-07 Marleau Hubert Director S-Sale D Common Stock 2,500 17.73 44.3K 0
2022-04-07 Brooks Megan M. Officer A-Award A Restricited Stock Units 75,000 0.00 81,000
2022-03-16 Marleau Hubert Director M-Exempt D Restricted Stock Units 2,500 0.00 12,500
2022-03-16 Jackman William Richard Officer D-Return D Common Stock 1,063 14.16 15.1K 24,789
2022-03-16 D'Ambrosio Lance Varro Director M-Exempt D Restricted Stock Units 2,500 0.00 17,500
2022-03-16 Cho Hannah Director F-InKind D Common Stock 1,250 14.16 17.7K 6,250
2022-02-17 YI SOO IL BENJAMIN Director / Officer M-Exempt D Restricted Stock Units 248,892 0.00 3,750
2022-02-17 Les Jason Director / Officer M-Exempt A Common Stock 100,000 0.00 366,027
2022-02-17 Brooks Megan M. Officer M-Exempt D Restricted Stock Units 3,000 0.00 6,000
2022-01-18 Theriot Lyle Joseph Officer F-InKind D Common Stock 746 20.68 15.4K 55,623
2022-01-14 YI SOO IL BENJAMIN Director / Officer A-Award A Restricted Stock Units 50,000 0.00 352,642
2022-01-14 Theriot Lyle Joseph Officer A-Award A Restricted Stock Units 36,000 0.00 46,975
2022-01-14 MCGONEGAL JEFFREY Officer A-Award A Restricted Stock Units 44,000 0.00 49,000
2022-01-14 Les Jason Director / Officer A-Award A Restricted Stock Units 50,000 0.00 344,867
2022-01-14 Jackman William Richard Officer A-Award A Restricted Stock Units 36,000 0.00 43,973
2022-01-14 Harris Chad Everett Officer F-InKind D Common Stock 12,600 21.13 266.2K 53,882
2022-01-14 Brooks Megan M. Officer A-Award A Restricted Stock Units 40,000 0.00 49,000
2022-01-10 Marleau Hubert Director A-Award A Restricted Stock Units 12,500 0.00 15,000
2022-01-10 D'Ambrosio Lance Varro Director A-Award A Restricted Stock Units 12,500 0.00 20,000
2022-01-10 Cho Hannah Director A-Award A Restricted Stock Units 12,500 0.00 15,000
2021-12-15 Marleau Hubert Director S-Sale D Common Stock 10,000 23.35 233.5K 0
2021-12-15 Brooks Megan M. Officer S-Sale D Common Stock 5,000 25.91 129.6K 69,462
2021-12-13 D'Ambrosio Lance Varro Director S-Sale D Common Stock 5,000 24.98 124.9K 0
2021-12-07 MCGONEGAL JEFFREY Officer M-Exempt A Common Stock 12,000 4.09 49.1K 343,227
2021-12-07 Les Jason Director / Officer M-Exempt D Restricted Stock Units 12,500 0.00 294,867
2021-12-07 Jackman William Richard Officer M-Exempt D Restricted Stock Units 2,657 0.00 7,973
2021-12-06 Marleau Hubert Director M-Exempt A Common Stock 10,000 0.00 10,000
2021-12-06 MCGONEGAL JEFFREY Officer M-Exempt D Employee Stock Option (Right to Buy) 12,000 4.09 49.1K 0
2021-12-06 Les Jason Director / Officer G-Gift D Common Stock 3,000 0.00 234,777
2021-12-06 D'Ambrosio Lance Varro Director M-Exempt A Common Stock 5,000 0.00 5,000
2021-12-06 Cho Hannah Director F-InKind D Common Stock 5,000 28.64 143.2K 5,000
2021-12-06 Brooks Megan M. Officer M-Exempt A Common Stock 3,000 0.00 75,462
2021-12-03 YI SOO IL BENJAMIN Director / Officer A-Award A Restricted Stock Units 8,333 0.00 302,642
2021-12-03 Theriot Lyle Joseph Officer A-Award A Restricted Stock Units 6,000 0.00 10,975
2021-12-03 MCGONEGAL JEFFREY Officer A-Award A Restricted Stock Units 7,333 0.00 59,000
2021-12-03 Les Jason Director / Officer A-Award A Restricted Stock Units 8,333 0.00 357,367
2021-12-03 Jackman William Richard Officer A-Award D Restricted Stock Units 6,000 0.00 46,630
2021-12-03 Harris Chad Everett Officer A-Award A Restricted Stock Units 6,000 0.00 10,975
2021-12-03 Brooks Megan M. Officer A-Award A Restricted Stock Units 6,666 0.00 51,999
2021-11-05 Brooks Megan M. Officer A-Award A Restricted Stock Units 6,000 0.00 45,333
2021-10-13 Theriot Lyle Joseph Officer M-Exempt D Restricted Stock Units 34,974 0.00 4,975
2021-10-13 Harris Chad Everett Officer M-Exempt D Restricted Stock Units 34,974 0.00 4,975
2021-09-02 Northern Data AG 10% Owner S-Sale D Common Stock, no par value 3,000,000 36.61 109.83M 6,949,992
2021-09-01 Northern Data AG 10% Owner S-Sale D Common Stock, no par value 1,850,008 36.84 68.15M 9,949,992
2021-08-12 YI SOO IL BENJAMIN Director / Officer A-Award A Restricted Stock Units 41,667 0.00 294,309
2021-08-12 Theriot Lyle Joseph Officer A-Award A Restricted Stock Units 30,000 0.00 39,949
2021-08-12 MCGONEGAL JEFFREY Officer A-Award A Restricted Stock Units 36,667 0.00 51,667
2021-08-12 Les Jason Director / Officer A-Award A Restricted Stock Units 41,667 0.00 349,034
2021-08-12 Jackman William Richard Officer A-Award A Restricted Stock Units 30,000 0.00 40,630
2021-08-12 Harris Chad Everett Officer A-Award A Restricted Stock Units 30,000 0.00 39,949
2021-08-12 Brooks Megan M. Officer A-Award A Restricted Stock Units 33,333 0.00 39,333
2021-07-15 Jackman William Richard Officer A-Award A Restricted Stock Units 10,630 0.00 10,630
2021-07-05 Jackman William Richard Officer 0 0.00 0
2021-06-10 Les Jason Director / Officer S-Sale D Common Stock 23,155 31.08 719.7K 264,622
2021-06-01 MCGONEGAL JEFFREY Officer M-Exempt A Common Stock 5,000 0.00 300,867
2021-05-28 D'Ambrosio Lance Varro Director A-Award A Restricted Stock Units 12,500 0.00 12,500
2021-05-26 Theriot Lyle Joseph Officer 0 0.00 0
2021-05-26 Northern Data AG 10% Owner D Common Stock, no par value 0 0.00 11,800,000
2021-05-26 Harris Chad Everett Officer 0 0.00 0

Executive team

Top executives
EBIT / Employee
-510.9K
Shares Outstanding
379.13M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jonathan Gibbs ​ Chief Operating Officer 320.8K 4.71M 6.99M 641.7K 14.5K 12.67M 92.29%
2 2025 Stephen Howell ​ 450.0K 6.16M 562.5K 28.1K 7.20M 85.55%
3 2025 ​ Executive Chairman 1.58M 1.83M 48.3K 3.46M 0.00%
4 2025 Benjamin Yi ​ CFO (Principal Financial Officer) 1.58M 1.87M 8.9K 3.45M 0.00%
5 2025 Colin Yee ​ Former Chief Data Center Officer 500.0K 625.0K 8.7K 1.13M 0.00%
6 2024 ​ Executive Chairman 1.33M 79.26M 2.89M 41.1K 83.53M 94.89%
7 2024 Jason M. Les CEO (Principal Executive Officer) 1.33M 79.26M 2.89M 41.1K 83.53M 94.89%
8 2024 Benjamin Yi Executive Chairman 1.37M 79.26M 2.87M 9.6K 83.50M 94.92%
9 2024 Benjamin Yi ​ CFO (Principal Financial Officer) 1.37M 79.26M 2.87M 9.6K 83.50M 94.92%
10 2024 William Jackman EVP, General Counsel 500.0K 19.76M 915.0K 16.0K 21.19M 93.25%
11 2024 Jason Chung EVP, Head of Corporate Development & Strategy 475.0K 19.76M 858.8K 18.2K 21.11M 93.59%
12 2024 Colin Yee EVP, CFO (Principal Financial Officer) 475.0K 19.76M 863.8K 8.0K 21.10M 93.62%
13 2024 Colin Yee ​ Former Chief Data Center Officer 475.0K 19.76M 863.8K 8.0K 21.10M 93.62%
14 2023 Benjamin Yi ​ CFO (Principal Financial Officer) 986.1K 10.99M 1.50M 28.5K 13.50M 81.40%
15 2023 Benjamin Yi Executive Chairman 986.1K 10.99M 1.50M 28.5K 13.50M 81.40%
16 2023 ​ Executive Chairman 963.8K 10.99M 1.50M 39.1K 13.49M 81.47%
17 2023 Jason M. Les CEO (Principal Executive Officer) 963.8K 10.99M 1.50M 39.1K 13.49M 81.47%
18 2023 Jason M. Les Chief Executive Officer (Principal Executive Officer) 963.8K 10.99M 1.50M 39.1K 13.49M 81.47%
19 2023 William Jackman EVP, General Counsel 483.7K 7.33M 675.0K 30.0K 8.52M 86.04%
20 2023 Colin Yee EVP, CFO (Principal Financial Officer) 400.0K 7.33M 600.0K 7.5K 8.33M 87.91%
21 2023 Colin Yee ​ Former Chief Data Center Officer 400.0K 7.33M 600.0K 7.5K 8.33M 87.91%
22 2023 Colin Yee EVP, Chief Financial Officer (Principal Financial Officer) 400.0K 7.33M 600.0K 7.5K 8.33M 87.91%
23 2023 Jason Chung EVP, Head of Corporate Development & Strategy 375.0K 7.33M 562.5K 15.6K 8.28M 88.49%
24 2022 Jason M. Les Chief Executive Officer (Principal Executive Officer) 679.8K 20.30M 511.2K 12.1K 21.50M 94.40%
25 2022 Jason M. Les CEO (Principal Executive Officer) 679.8K 20.30M 511.2K 12.1K 21.50M 94.40%
26 2022 Benjamin Yi Executive Chairman 679.8K 20.30M 512.8K 8.9K 21.50M 94.41%
27 2022 William Jackman EVP, General Counsel 358.8K 5.07M 315.3K 13.20M 38.44%
28 2022 Chad Everett Harris EVP and Chief Commercial Officer (Former) 346.3K 5.07M 305.0K 29.8K 5.76M 88.17%
29 2022 William Jackman EVP and General Counsel 358.8K 5.07M 315.3K 5.75M 88.27%
30 2022 Colin Yee Chief Financial Officer (Principal Financial Officer) 228.9K 3.31M 200.9K 3.74M 88.51%
31 2022 Colin Yee EVP, CFO (Principal Financial Officer) 228.9K 3.31M 200.9K 3.74M 88.51%
32 2022 Colin Yee EVP, Chief Financial Officer (Principal Financial Officer) 228.9K 3.31M 200.9K 3.74M 88.51%
33 2022 Jeffrey G. McGonegal Chief Financial Officer (Former) 360.0K 1.52M 316.8K 2.20M 69.22%
34 2021 Jason M. Les Chief Executive Officer (Principal Executive Officer) 631.9K 20.16M 1.09M 3.5K 21.88M 92.13%
35 2021 Benjamin Yi Executive Chairman 484.9K 20.12M 732.2K 5.3K 21.35M 94.27%
36 2021 Jeffrey G. McGonegal Chief Financial Officer (Former) 354.1K 17.23M 601.9K 11.2K 18.20M 94.68%
37 2021 William Jackman EVP, General Counsel 147.9K 12.82M 230.2K 13.20M 97.14%
38 2021 William Jackman EVP and General Counsel 147.9K 12.82M 230.2K 13.20M 97.14%
39 2020 Jeffrey McGonegal, Chief Executive Officer (former) and Chief Financial Officer 294.1K 90.0K 300.0K 14.5K 698.6K 42.94%
40 2020 Jeffrey G. McGonegal Chief Financial Officer (Former) 294.1K 90.0K 300.0K 14.5K 698.6K 42.94%
41 2020 Megan Brooks, Chief Operating Officer 175.0K 78.0K 144.0K 5.0K 402.0K 35.82%
42 2019 Jeffrey G. McGonegal, Chief Executive Officer and Chief Financial Officer 252.2K 175.0K 89.2K 516.4K 33.89%
43 2019 Jeffrey McGonegal, Chief Executive Officer (former) and Chief Financial Officer 252.2K 175.0K 89.2K 516.4K 33.89%
44 2019 Christopher Ensey, Chief Executive Officer (former) 29.0K 150.4K 179.4K 0.00%
45 2019 Robby Chang, Chief Financial Officer (former) 166.7K 2.2K 168.9K 0.00%
46 2019 Megan Brooks, Chief Operating Officer 136.3K 15.0K 4.2K 155.5K 9.65%
47 2019 Jeffrey Vormittag, Chief Operating Officer (former) 28.1K 76.3K 104.4K 0.00%
48 2018 Christopher Ensey, Chief Executive Officer (former) 248.2K 859.7K 702.0K 5.8K 1.82M 86.01%
49 2018 Robby Chang, Chief Financial Officer (former) 210.3K 646.7K 4.4K 861.3K 75.08%
50 2018 Jeffrey Vormittag, Chief Operating Officer (former) 213.2K 25.0K 584.4K 4.2K 826.8K 70.68%
51 2018 Jeffrey G. McGonegal, Chief Executive Officer and Chief Financial Officer 272.0K 70.0K 45.0K 13.6K 400.7K 11.24%
52 2018 John R. O’Rourke, Chief Executive Officer and President (former) 206.5K 920.00 207.4K 0.00%
53 2017 John R. O'Rourke, Chief Executive Officer and President 60.0K 2.32M 609.8K 2.99M 97.99%
54 2017 Stephen T. Lundy, Chief Executive Officer and President (former) 111.9K 62.6K 544.7K 719.2K 8.70%
55 2017 Jeffrey G. McGonegal, Chief Financial Officer (former) 272.0K 127.8K 140.0K 169.8K 709.6K 18.01%
56 2017 Michael M. Beeghley, Chief Executive Officer (former) 9.0K 270.0K 60.7K 339.7K 97.35%
57 2016 Stephen T. Lundy, Chief Executive Officer and President 382.5K 183.3K 191.3K 61.1K 818.2K 22.40%
58 2016 Stephen T. Lundy, Chief Executive Officer and President (former) 382.5K 183.3K 191.3K 61.1K 818.2K 22.40%
59 2016 Jeffrey G. McGonegal, Chief Financial Officer (former) 272.0K 89.5K 136.0K 16.1K 513.6K 17.43%
60 2016 Jeffrey G. McGonegal, Chief Financial Officer 272.0K 89.5K 136.0K 16.1K 513.6K 17.43%
61 2015 Stephen T. Lundy, Chief Executive Officer and 382.5K 572.7K 155.0K 44.0K 1.15M 49.62%
62 2015 Stephen T. Lundy, Chief Executive Officer and President 382.5K 572.7K 155.0K 44.0K 1.15M 49.62%
63 2015 Jeffrey G. McGonegal, Chief Financial Officer 272.0K 279.7K 85.7K 13.8K 651.2K 42.95%
64 2014 Stephen T. Lundy, Chief Executive Officer and 375.0K 404.1K 183.4K 40.1K 985.0K 41.02%
65 2014 Jeffrey G. McGonegal, Chief Financial Officer 254.9K 197.5K 92.3K 29.7K 574.5K 34.38%
66 2010 Stephen T. Lundy, Chief Executive Officer 212.6K 726.4K 42.1K 17.0K 998.1K 72.78%
67 2010 Daryl J. Faulkner, Executive Chairman and Fmr Chief Executive Officer 192.3K 220.8K 37.9K 451.0K 48.95%
68 2010 Gregory L. Bennett, Senior Vice P resident, Product Development and Manufacturing 225.0K 88.3K 50.0K 7.0K 370.3K 23.84%
69 2010 Jeffrey G. McGonegal, Chief Financial Officer 200.0K 88.3K 35.0K 19.7K 343.0K 25.74%
70 2009 Daryl J. Faulkner, Executive Chairman and Fmr Chief Executive Officer 234.0K 696.0K 61.3K 991.3K 70.21%
71 2009 Robert F. Caspari, M.D., 222.6K 445.2K 50.0K 10.5K 728.3K 61.13%
72 2009 Gregory L. Bennett, Senior Vice P resident, Product Development and Manufacturing 340.2K 51.0K 391.3K 86.93%
73 2009 Jeffrey G. McGonegal, Chief Financial Officer 167.5K 54.8K 40.0K 18.4K 280.7K 19.52%
74 2009 Gregory S. Pusey Vice Chairman 150.0K 54.8K 38.0K 18.4K 261.2K 20.98%
75 2009 Richard G. Donnelly, Former Chief Executive Officer and Director 31.3K 54.8K 167.9K 253.9K 21.58%
76 2009 Mark A. Colgin, Ph.D. Chief Scientific Officer 146.9K 54.8K 23.0K 11.4K 236.1K 23.21%
77 2009 Stephen T. Lundy
78 2008 Richard G. Donnelly, Former Chief Executive Officer and Director 250.0K 37.5K 140.7K 30.9K 459.2K 30.65%
79 2008 Richard G. Donnelly, Former - Chief Executive Officer and Director 250.0K 37.5K 140.7K 30.9K 459.2K 30.65%
80 2008 Gregory S. Pusey Vice Chairman 150.0K 195.4K 20.6K 366.0K 53.39%
81 2008 Jeffrey G. McGonegal, Chief Financial Officer 110.0K 20.6K 286.9K 0.00%
82 2008 Dr. Mark A. Colgin, Chief Scientific Officer 125.0K 26.6K 26.3K 12.4K 190.4K 13.83%
83 2008 Mark A. Colgin, Ph.D. Chief Scientific Officer 125.0K 26.6K 12.4K 164.0K 0.00%
84 2008 Dr. Donald L. Traul Manager-Scientific Projects 105.0K 15.0K 15.8K 9.1K 144.9K 10.91%
85 2008 Daryl J. Faulkner,
86 2007 Richard G. Donnelly, Former Chief Executive Officer and Director 222.9K 74.0K 280.0K 31.8K 843.6K 8.77%
87 2007 Richard G. Donnelly, Chief Executive Officer and Director Chief Financial Officer 222.9K 280.0K 74.0K 31.8K 687.7K 10.76%
88 2007 Richard G. Donnelly, Former - Chief Executive Officer and Director 222.9K 280.0K 74.0K 79.0K 31.8K 687.7K 22.25%
89 2007 Gregory S. Pusey Vice Chairman 100.0K 125.0K 342.5K 0.00%
90 2007 Jeffrey G. McGonegal, Chief Financial Officer 100.0K 80.0K 20.9K 318.3K 0.00%
91 2007 Dr. Donald L. Traul Manager-Scientific Projects 90.0K 40.0K 91.5K 8.2K 229.7K 39.84%
92 2007 Dr. Mark A. Colgin, Chief Scientific Officer 105.0K 60.0K 26.3K 12.4K 203.7K 12.93%
93 2007 Mark A. Colgin, Ph.D. Chief Scientific Officer 105.0K 60.0K 12.4K 177.4K 0.00%
94 2006 Richard G. Donnelly, Chief Executive Officer and Director 200.0K 14.2K 346.2K 560.4K 0.00%
95 2006 Richard G. Donnelly, Chief Executive Officer and Director Chief Financial Officer 200.0K 14.2K 27.9K 321.1K 0.00%
96 2006 Jeffrey G. McGonegal, Chief Financial Officer 88.3K 88.3K 176.7K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2025-04-17 DEFA14A
2025-04-17 DEF 14A
2025-04-07 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 SC 13G
2026-05-06 SC 13G
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-30 8-K
2026-04-30 10-Q
2026-04-29 SC 13G
2026-04-27 8-K
2026-04-14 4

Executive team

NameTitleCompensationGender
Jason Les Chief Executive Officer & Executive Director 4M male
Soo Li Yi Executive Chairman 4M male
William R. Jackman Executive Vice President, General Counsel & Corporate Secretary 1M male
Jason Chung CFO, Executive VP and Head of Corporate Development & Strategy 1M male
Brian Morgenstern Senior Vice President of Public Policy male
Philip James McPherson Vice President of Capital Markets & Investor Relations male
Ryan Werner Senior Vice President & Chief Accounting Officer male
Stephen Howell Senior Vice President & Chief Operating Officer male
Maureen Chu Vice President and Associate General Counsel of M&A and Corporate Finance female
David Schatz Senior Vice President of Operations male
Emma Norris Vice President of Human Resources female
Frank Durant Senior Vice President of Project Execution male
ESG Rating
B
SOFTWARE - APPLICATION
2021
E (Environmental)
57.0 / 66.0
Company / Sector avg.
S (Social)
67.0 / 69.5
Company / Sector avg.
G (Governance)
60.3 / 67.5
Company / Sector avg.
ESG Total
61.4 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits