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Root, Inc. (ROOT)

USD58.68 -3.05 (-4.94%)
US NASDAQ Financial Services Insurance - Property & Casualty
Address 80 East Rich Street 43215
Columbus, OH, US
CEO Alexander Edward Timm
IPO 2020-10-28
CIK 1788882 ISIN US77664L2079

Explore sections of this company profile

Description

Root, Inc. operates within the United States, concentrating on delivering a range of insurance solutions, including policies for automobiles, residential properties, and rental occupancy. The company employs a direct-to-consumer business model, primarily connecting with its customers via user-friendly mobile applications and its official website. Its comprehensive distribution network also incorporates various other digital platforms, media campaigns, referral initiatives, and collaborations with external partners and independent agencies. Established in 2015, the firm's corporate headquarters are situated in Columbus, Ohio.

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
USD58.68 -3.05 (-4.94%)
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Volume Profile
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Liquidity & share structure
Average Volume
294.1K
Beta
2.86
Float Shares
12.43M
Free Float %
88.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.39% -10.04% +28.70% -4.81% -35.70% -21.60% -62.76% +1,032.60% -65.27% -88.35% -88.35%
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 (14 ratings, all time) Hold
Price Targets & DCF
Current price
58.68
Low 50.00 -14.8%
Consensus 62.50 +6.5%
Median 62.50 +6.5%
High 75.00 +27.8%
Ratings Trend (MoM) 33% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
75.00
+27.8%
All Time 7
102.85
+75.3%
Quality scores
Altman Z-Score
0.89
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Property & Casualty: +14.1%
    +29.0% Q1'26: +12.6% (vs Q1'25)
  • EPS growth Insurance - Property & Casualty: +27.5%
    +22.4% Q1'26: +86.0% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Property & Casualty: +25.6%
    +6.6% Q1'26: +2.4% (vs Q1'25)
  • EBIT margin Insurance - Property & Casualty: +16.3%
    +4.1% Q1'26: +10.4% (vs Q1'25)
  • ROIC Insurance - Property & Casualty: +7.9%
    Q1'26: +555.3% (vs Q1'25)
  • Share dilution Insurance - Property & Casualty: +0.4%
    +1.8% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×
    2.74× Q1'26: 1.14× (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 (2.95) × ERP
WACC = 82% × Ke + 18% × Kd (10.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 58.68
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
2 EPS Ana.
Dec 2027
6 Rev. Ana.
2 EPS Ana.
Dec 2028
3 Rev. Ana.
2 EPS Ana.
Revenue
346.80M
est: 619.77M (-44.0%)
345.40M
est: 728.28M (-52.6%)
310.80M
est: 617.55M (-49.7%)
455.00M
est: 854.20M (-46.7%)
1.18B
est: 1.14B (+3.6%)
1.52B
est: 1.50B (+1.2%)
1.64B
1.58B – 1.70B
+9.5% YoY
1.81B
1.62B – 1.97B
+10.2% YoY
1.94B
1.93B – 1.95B
+7.2% YoY
EBITDA
-269.70M
est: -334.67M (+19.4%)
-484.50M
est: -620.20M (+21.9%)
-249.30M
est: -775.41M (+67.8%)
-88.70M
est: -320.11M (+72.3%)
88.00M
est: -425.63M (+120.7%)
73.60M
est: -561.84M (+113.1%)
-615.17M
-636.45M – -591.22M
-9.5% YoY
-677.69M
-739.82M – -607.75M
-10.2% YoY
-726.45M
-730.14M – -722.77M
-7.2% YoY
EBIT
-285.30M
est: -350.75M (+18.7%)
-501.10M
est: -586.28M (+14.5%)
-263.10M
est: -741.65M (+64.5%)
-101.30M
est: -335.92M (+69.8%)
73.10M
est: -446.65M (+116.4%)
61.80M
est: -589.58M (+110.5%)
-645.55M
-667.89M – -620.42M
-9.5% YoY
-711.15M
-776.36M – -637.77M
-10.2% YoY
-762.33M
-766.20M – -758.46M
-7.2% YoY
Net Income
-363.00M
est: -1.60B (+77.3%)
-521.10M
est: -522.32M (+0.2%)
-297.70M
est: -451.53M (+34.1%)
-147.40M
est: -98.11M (-50.2%)
30.90M
est: -962.2K (+3,311.4%)
40.30M
est: 34.47M (+16.9%)
44.01M
41.90M – 46.12M
+27.7% YoY
43.35M
43.11M – 47.45M
-1.5% YoY
46.50M
22.75M – 70.24M
+7.3% YoY
SGA
218.20M
est: 337.69M (-35.4%)
367.80M
est: 429.60M (-14.4%)
175.40M
est: 396.07M (-55.7%)
132.60M
est: 388.53M (-65.9%)
205.30M
est: 516.59M (-60.3%)
271.70M
est: 681.91M (-60.2%)
746.65M
717.58M – 772.48M
+9.5% YoY
822.52M
737.64M – 897.94M
+10.2% YoY
881.71M
877.24M – 886.19M
+7.2% YoY
EPS
-86.43
est: -94.61 (+8.7%)
-37.62
est: -38.42 (+2.1%)
-21.11
est: -21.54 (+2.0%)
-10.24
est: -5.72 (-79.0%)
1.96
est: -0.06 (+3,593.8%)
2.49
est: 2.01 (+23.9%)
2.57
2.44 – 2.68
+27.7% YoY
2.64
2.51 – 2.76
+2.9% YoY
2.70
1.32 – 4.08
+2.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-06 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-05-05 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-05-04 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-05-01 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-04-30 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-04-29 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-04-28 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-04-27 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-04-24 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-04-23 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-22 B- 2/5 1/5 4/5 5/5 2/5 1/5 1/5
2026-04-21 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-04-20 C+ 2/5 1/5 3/5 5/5 2/5 1/5 1/5
2026-04-17 B- 3/5 1/5 4/5 5/5 2/5 2/5 1/5
2026-04-16 B- 3/5 1/5 4/5 5/5 2/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
183.45M
OE per share TTM
11.05
Owner's Yield
21.36%
Maintenance CapEx ratio
1.08%
Maint CapEx / Avg PPE
0.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
25
Total invested
11.78M
Insider transactions (90d)
1
Beneficial owners (>5%)
39
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Meyer Malka (“Malka”) 35.49M 38.10% 35.49M 35.49M 35.49M 35.49M IN United States 2021-02-16
2 Ribbit Capital GP IV, L.P. (“GP IV”) 33.73M 36.20% 33.73M 33.73M 33.73M 33.73M PN Cayman Islands 2021-02-16
3 Ribbit Capital GP IV, Ltd. (“UGP IV”) 33.73M 36.20% 33.73M 33.73M 33.73M 33.73M OO Cayman Islands 2021-02-16
4 Chris Olsen (“Olsen”) 29.01M 18.00% 25.98M 3.03M 25.98M IN United States 2022-02-15
5 Ribbit Capital IV, L.P. ("Fund IV") 28.93M 32.70% 28.93M 28.93M 28.93M 28.93M PN Cayman Islands 2021-02-16
6 DC I Investment LLC (“DC I Investment”) 25.98M 16.40% 25.98M 25.98M 25.98M OO Delaware 2022-02-15
7 Alexander E. Timm 19.02M 11.74% 19.02M 19.02M IN United States 2022-02-14
8 Redpoint Omega Associates II, LLC 15.14M 6.00% 15.14M OO Delaware 2021-02-16
9 Redpoint Omega II, L.P. 15.14M 6.00% 15.14M PN Delaware 2021-02-16
10 Daniel C. Manges 12.81M 17.73% 12.81M 12.81M IN United States 2021-05-04
11 Manges Trust dated January 27, 2016 11.07M 15.70% 11.07M 11.07M OO United States 2021-05-04
12 The Vanguard Group - 23-1945930 9.38M 7.08% 24.8K IA Pennsylvania For 2022-02-10
13 SCHUSTERMAN INTERESTS, LLC 8.75M 7.70% 8.75M 8.75M OO Delaware 2021-10-12
14 HHLR Advisors, Ltd. 7.09M 5.20% 7.09M IA Cayman Islands 2022-02-14
15 Hillhouse Capital Management, Ltd. 7.09M 5.20% 7.09M IA Cayman Islands 2022-02-14
16 Hillhouse Capital Advisors, Ltd. 4.47M 7.29% 4.47M IA Cayman Islands 2021-02-16
17 RT-E Ribbit Opportunity IV, LLC ("RT-E") 4.24M 6.70% 4.24M 4.24M 4.24M 4.24M OO Delaware 2021-02-16
18 Carvana Co. 3.14M 26.00% 3.14M 10.00 CO Delaware 2022-09-06
19 Carvana Co. Sub LLC 3.14M 26.00% 3.14M 10.00 OO Delaware 2022-09-06
20 Carvana Group, LLC 3.14M 26.00% 3.14M 10.00 OO Delaware 2022-09-06
21 Drive Capital Overdrive Fund I (GP), LLC (“DCOF I GP”) 3.03M 2.20% 2.02M 2.02M 2.02M 2.02M OO Delaware 2022-02-15
22 Drive Capital, LLC (“DC”) 3.03M 2.20% 2.02M 2.02M OO Delaware 2022-02-15
23 Mark Kvamme (“Kvamme”) 3.03M 2.20% 3.03M IN United States 2022-02-15
24 Dragoneer Investment Group, LLC 2.78M 2.10% 2.78M 2.78M IA, OO 2022-02-14
25 Marc Stad 2.78M 2.10% 2.78M 2.78M HC, IN 2022-02-14
26 Drive Capital Overdrive Fund I, L.P. (“DCOF I”) 2.02M 1.50% 2.02M 2.02M 2.02M PN Delaware 2022-02-15
27 Timm 2020 GRAT 1.92M 1.33% 1.92M 1.92M OO USA 2022-02-14
28 Bullfrog Capital GP, L.P. (“BF GP”) 1.75M 3.00% 1.75M 1.75M 1.75M 1.75M PN Cayman Islands 2021-02-16
29 Bullfrog Capital GP, Ltd. (“BF UGP”) 1.75M 3.00% 1.75M 1.75M 1.75M 1.75M OO Cayman Islands 2021-02-16
30 Bullfrog Capital, L.P. ("BF Fund") 1.73M 2.90% 1.73M 1.73M 1.73M 1.73M PN Cayman Islands 2021-02-16
31 Drive Capital Overdrive Fund I (TE), L.P. (“DCOF I TE”) 978.9K 0.70% 978.9K 978.9K 978.9K PN Delaware 2022-02-15
32 SVB Capital Management, LLC 783.0K 8.20% IA 2024-02-14
33 94-3366999 717.0K 7.47% 13.00 717.0K IA USA 2024-02-13
34 J. Carlo Cannell 717.0K 7.47% 13.00 717.0K HC, IN USA 2024-02-13
35 (1) BlackRock, Inc. 654.5K 6.20% 645.6K 645.6K HC Delaware 2024-11-08
36 Ribbit Founder Fund IV, L.P. (“FF IV”) 560.8K 0.90% 560.8K 560.8K 560.8K 560.8K PN Cayman Islands 2021-02-16
37 Drive Capital Overdrive Ignition Fund I, L.P. (“DCOIF I”) 28.7K 0.00% 28.7K 28.7K 28.7K 28.7K PN Delaware 2022-02-15
38 Bullfrog Founder Fund, L.P. (“BF FF”) 21.7K 0.00% 21.7K 21.7K 21.7K 21.7K PN Cayman Islands 2021-02-16
39 AnglePoint Asset Management, Ltd. 0.00% IA Cayman Islands 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
25
-166 vs prev Q
New positions
7
Closed positions
158
Increased
12
Reduced
5
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 110.2K +110.2K (+100.0%) 7.96B +8.0B (+100.0%) 0.72% +0.716 pp 5.60% +5.603 pp USD72.23 +0.0% 1 qtrs NEW
2 RIBBIT MANAGEMENT COMPANY, LLC 1.23M +— (+0.0%) 93.11M -17.2M (-15.6%) 8.00% +0.000 pp 4.62% -0.623 pp USD11.51 +527.5% 9 qtrs
3 BLACKROCK, INC. 1.05M +124.3K (+13.5%) 75.60M -7.0M (-8.4%) 6.80% +0.807 pp 0.00% 0.000 pp USD60.28 +19.8% 6 qtrs
4 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 946.6K +74.4K (+8.5%) 68.38M -9.7M (-12.4%) 6.15% +0.483 pp 0.04% -0.005 pp USD98.69 -26.8% 8 qtrs
5 VANGUARD GROUP INC 723.1K -1.4K (-0.2%) 52.23M -12.6M (-19.5%) 4.70% -0.009 pp 0.00% 0.000 pp USD43.33 +66.7% 14 qtrs
6 CAPITAL RESEARCH GLOBAL INVESTORS 654.3K +157.7K (+31.7%) 47.26M +2.8M (+6.3%) 4.25% +1.024 pp 0.01% +0.000 pp USD117.62 -38.6% 4 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 311.0K +12.2K (+4.1%) 22.47M -4.3M (-16.0%) 2.02% +0.080 pp 0.00% 0.000 pp USD59.32 +21.8% 14 qtrs
8 STATE STREET CORP 258.2K +12.3K (+5.0%) 18.65M -3.4M (-15.3%) 1.68% +0.080 pp 0.00% 0.000 pp USD60.10 +20.2% 14 qtrs
9 GALILEO (PTC) LTD 252.7K +— (+0.0%) 18.25M -4.4M (-19.3%) 1.64% +0.000 pp 1.33% -0.709 pp USD7.88 +816.6% 14 qtrs
10 RENAISSANCE TECHNOLOGIES LLC 252.0K -81.6K (-24.5%) 18.20M -11.7M (-39.1%) 1.64% -0.530 pp 0.03% -0.011 pp USD69.13 +4.5% 14 qtrs
11 FINDELL CAPITAL MANAGEMENT LLC 235.0K +175.0K (+291.7%) 16.97M +11.6M (+216.1%) 1.53% +1.136 pp 4.88% +2.761 pp USD86.46 -16.5% 3 qtrs
12 MILLENNIUM MANAGEMENT LLC 220.8K +195.7K (+780.1%) 15.95M +13.7M (+610.2%) 1.43% +1.271 pp 0.01% +0.006 pp USD74.99 -3.7% 11 qtrs
13 INVESCO LTD. 210.6K -5.2K (-2.4%) 15.21M -4.1M (-21.3%) 1.37% -0.034 pp 0.00% -0.001 pp USD132.37 -45.4% 14 qtrs
14 DIMENSIONAL FUND ADVISORS LP 172.6K +4.2K (+2.5%) 12.47M -2.6M (-17.3%) 1.12% +0.027 pp 0.00% -0.001 pp USD98.73 -26.8% 11 qtrs
15 GOLDMAN SACHS GROUP INC 170.5K +97.1K (+132.5%) 12.31M +5.7M (+87.6%) 1.11% +0.631 pp 0.00% +0.001 pp USD84.28 -14.3% 10 qtrs
16 TAIREN CAPITAL LTD 160.8K +— (+0.0%) 11.61M -2.8M (-19.3%) 1.04% +0.000 pp 1.21% -0.347 pp USD129.89 -44.4% 4 qtrs
17 MORGAN STANLEY 159.0K -66.5K (-29.5%) 11.49M -8.7M (-43.1%) 1.03% -0.432 pp 0.00% -0.001 pp USD88.79 -18.7% 14 qtrs
18 DRAGONEER INVESTMENT GROUP, LLC 154.3K +— (+0.0%) 11.15M -2.7M (-19.3%) 1.00% +0.000 pp 0.24% -0.062 pp USD7.88 +816.6% 14 qtrs
19 BANK OF AMERICA CORP /DE/ 139.6K +46.3K (+49.7%) 10.09M +1.7M (+20.8%) 0.91% +0.301 pp 0.00% +0.000 pp USD77.58 -6.9% 14 qtrs
20 UBS GROUP AG 137.8K -90.9K (-39.7%) 9.96M -10.5M (-51.4%) 0.90% -0.590 pp 0.00% -0.002 pp USD87.65 -17.6% 14 qtrs
21 PRICE T ROWE ASSOCIATES INC /MD/ 127.4K +17.1K (+15.5%) 9.21M -673.0K (-6.8%) 0.83% +0.111 pp 0.00% 0.000 pp USD87.51 -17.5% 8 qtrs
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 111.3K +2.0K (+1.8%) 8.04M -1.7M (-17.8%) 0.72% +0.013 pp 0.00% 0.000 pp USD83.73 -13.7% 8 qtrs
23 MARSHALL WACE, LLP 107.6K +57.9K (+116.3%) 7.77M +3.3M (+74.6%) 0.70% +0.376 pp 0.01% +0.003 pp USD78.69 -8.2% 10 qtrs
24 NORTHERN TRUST CORP 106.1K -850.0 (-0.8%) 7.66M -1.9M (-19.9%) 0.69% -0.006 pp 0.00% 0.000 pp USD57.12 +26.5% 14 qtrs
25 BOOTHBAY FUND MANAGEMENT, LLC 90.8K +82.3K (+967.8%) 6.56M +5.8M (+761.7%) 0.59% +0.534 pp 0.10% +0.087 pp USD77.45 -6.7% 3 qtrs
26 PALISADES INVESTMENT PARTNERS, LLC 83.3K +1.6K (+1.9%) 6.02M -1.3M (-17.7%) 0.54% +0.010 pp 2.27% -0.599 pp USD89.18 -19.0% 2 qtrs
27 JANE STREET GROUP, LLC 82.7K +42.3K (+104.7%) 5.97M +2.4M (+65.2%) 0.54% +0.275 pp 0.00% +0.000 pp USD85.99 -16.0% 6 qtrs
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 78.4K -134.2K (-63.1%) 5.66M -13.4M (-70.2%) 0.51% -0.871 pp 0.00% -0.002 pp USD88.05 -18.0% 14 qtrs
29 X-SQUARE CAPITAL, LLC 77.1K +77.1K (+100.0%) 5.57M +5.6M (+100.0%) 0.50% +0.501 pp 1.83% +1.825 pp USD72.23 +0.0% 1 qtrs NEW
30 BNP PARIBAS ARBITRAGE, SNC 74.4K +59.5K (+399.8%) 5.37M +4.0M (+303.3%) 0.48% +0.387 pp 0.00% +0.002 pp USD74.49 -3.0% 5 qtrs
31 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 73.5K +— (+0.0%) 5.31M -1.3M (-19.3%) 0.48% +0.000 pp 0.36% -0.061 pp USD115.68 -37.6% 8 qtrs
32 CITADEL ADVISORS LLC 71.5K -35.5K (-33.2%) 5.16M -4.4M (-46.1%) 0.46% -0.230 pp 0.00% -0.001 pp USD48.76 +48.1% 14 qtrs
33 PRINCIPAL FINANCIAL GROUP INC 66.9K +23.3K (+53.5%) 4.83M +932.4K (+23.9%) 0.43% +0.152 pp 0.00% +0.001 pp USD104.15 -30.6% 3 qtrs
34 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 66.4K +91.0 (+0.1%) 4.80M -1.1M (-19.2%) 0.43% +0.001 pp 0.00% -0.001 pp USD122.66 -41.1% 7 qtrs
35 NORGES BANK 65.0K +65.0K (+100.0%) 4.70M +4.7M (+100.0%) 0.42% +0.422 pp 0.00% +0.001 pp USD72.23 +0.0% 1 qtrs NEW
36 MAVERICK CAPITAL LTD 63.2K +63.2K (+100.0%) 4.57M +4.6M (+100.0%) 0.41% +0.411 pp 0.05% +0.049 pp USD72.23 +0.0% 1 qtrs NEW
37 TREXQUANT INVESTMENT LP 62.6K +60.1K (+2,401.4%) 4.52M +4.3M (+1,918.5%) 0.41% +0.390 pp 0.04% +0.038 pp USD72.65 -0.6% 14 qtrs
38 CITIGROUP INC 62.1K +620.0 (+1.0%) 4.49M -1.0M (-18.5%) 0.40% +0.004 pp 0.00% -0.001 pp USD106.11 -31.9% 14 qtrs
39 FEDERATED HERMES, INC. 60.1K +15.4K (+34.5%) 4.34M +341.0K (+8.5%) 0.39% +0.100 pp 0.01% +0.000 pp USD108.65 -33.5% 14 qtrs
40 QUINN OPPORTUNITY PARTNERS LLC 57.9K +17.9K (+44.9%) 4.19M +605.0K (+16.9%) 0.38% +0.117 pp 0.18% -0.077 pp USD84.16 -14.2% 5 qtrs
41 HENNESSY ADVISORS INC 48.7K -3.2K (-6.2%) 3.52M -1.1M (-24.3%) 0.32% -0.021 pp 0.12% -0.036 pp USD127.97 -43.6% 3 qtrs
42 SQUAREPOINT OPS LLC 47.5K -6.9K (-12.6%) 3.43M -1.4M (-29.5%) 0.31% -0.045 pp 0.00% -0.001 pp USD94.90 -23.9% 13 qtrs
43 FIRST TRUST ADVISORS LP 45.6K +20.0K (+78.4%) 3.30M +1.0M (+43.9%) 0.30% +0.130 pp 0.00% +0.001 pp USD81.92 -11.8% 2 qtrs
44 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 44.1K +44.1K (+100.0%) 3.19M +3.2M (+100.0%) 0.29% +0.286 pp 0.01% +0.005 pp USD72.23 +0.0% 1 qtrs NEW
45 BANK OF NEW YORK MELLON CORP 41.6K +4.6K (+12.4%) 3.01M -308.2K (-9.3%) 0.27% +0.030 pp 0.00% 0.000 pp USD78.33 -7.8% 7 qtrs
46 NEW YORK STATE COMMON RETIREMENT FUND 36.8K +— (+0.0%) 2.65M -635.0K (-19.3%) 0.24% +0.000 pp 0.00% -0.001 pp USD87.55 -17.5% 7 qtrs
47 JEFFERIES FINANCIAL GROUP INC. 36.2K +36.2K (+100.0%) 2.61M +2.6M (+100.0%) 0.24% +0.235 pp 0.01% +0.013 pp USD72.23 +0.0% 1 qtrs NEW
48 BARCLAYS PLC 33.2K +19.2K (+136.8%) 2.40M +1.9M (+352.8%) 0.22% +0.125 pp 0.00% +0.000 pp USD80.08 -9.8% 14 qtrs
49 RAYMOND JAMES FINANCIAL INC 32.3K -963.0 (-2.9%) 2.34M -645.1K (-21.6%) 0.21% -0.006 pp 0.00% 0.000 pp USD76.53 -5.6% 5 qtrs
50 SG AMERICAS SECURITIES, LLC 30.2K +27.9K (+1,254.2%) 2.18M +2.0M (+994.5%) 0.20% +0.181 pp 0.00% +0.002 pp USD76.35 -5.4% 3 qtrs
51 VOLEON CAPITAL MANAGEMENT LP 26.2K +26.2K (+100.0%) 1.89M +1.9M (+100.0%) 0.17% +0.170 pp 0.04% +0.041 pp USD72.23 +0.0% 1 qtrs NEW
52 KNOLLWOOD INVESTMENT ADVISORY, LLC 25.1K +— (+0.0%) 1.81M -433.9K (-19.3%) 0.16% +0.000 pp 0.17% -0.032 pp USD133.44 -45.9% 4 qtrs
53 NUVEEN, LLC 23.3K -5.2K (-18.4%) 1.68M -870.1K (-34.1%) 0.15% -0.034 pp 0.00% 0.000 pp USD132.31 -45.4% 4 qtrs
54 AMERICAN CENTURY COMPANIES INC 23.0K -282.0K (-92.5%) 1.66M -25.6M (-93.9%) 0.15% -1.832 pp 0.00% -0.013 pp USD131.50 -45.1% 4 qtrs
55 PROSPERITAS FINANCIAL LLC 22.1K +22.1K (+100.0%) 1.59M +1.6M (+100.0%) 0.14% +0.143 pp 0.62% +0.620 pp USD72.23 +0.0% 1 qtrs NEW
56 SWISS NATIONAL BANK 21.5K +500.0 (+2.4%) 1.55M -326.8K (-17.4%) 0.14% +0.003 pp 0.00% 0.000 pp USD66.07 +9.3% 7 qtrs
57 HB WEALTH MANAGEMENT, LLC 21.3K +3.0 (+0.0%) 1.54M -367.1K (-19.3%) 0.14% +0.000 pp 0.01% -0.003 pp USD133.43 -45.9% 4 qtrs
58 NORDEA INVESTMENT MANAGEMENT AB 19.0K -3.0K (-13.7%) 1.40M -564.5K (-28.8%) 0.12% -0.020 pp 0.00% -0.001 pp USD46.36 +55.8% 6 qtrs
59 TD ASSET MANAGEMENT INC 19.3K +1.2K (+6.6%) 1.39M -225.9K (-14.0%) 0.13% +0.008 pp 0.00% 0.000 pp USD112.88 -36.0% 5 qtrs
60 CAPITAL FUND MANAGEMENT S.A. 18.7K +18.7K (+100.0%) 1.35M +1.4M (+100.0%) 0.12% +0.121 pp 0.00% +0.004 pp USD72.23 +0.0% 3 qtrs
61 BLOOMBERGSEN INC. 17.6K +17.6K (+100.0%) 1.27M +1.3M (+100.0%) 0.11% +0.114 pp 0.09% +0.093 pp USD72.23 +0.0% 1 qtrs NEW
62 CYNOSURE GROUP, LLC 17.4K +— (+0.0%) 1.26M -300.5K (-19.3%) 0.11% +0.000 pp 0.13% -0.041 pp USD133.41 -45.9% 4 qtrs
63 IMC-CHICAGO, LLC 17.0K -39.9K (-70.1%) 1.23M -3.9M (-75.9%) 0.11% -0.259 pp 0.00% -0.001 pp USD107.19 -32.6% 6 qtrs
64 CAMPBELL & CO INVESTMENT ADVISER LLC 15.2K +15.2K (+100.0%) 1.10M +1.1M (+100.0%) 0.10% +0.099 pp 0.05% +0.053 pp USD72.23 +0.0% 1 qtrs NEW
65 RBF CAPITAL, LLC 14.6K +— (+0.0%) 1.05M -252.3K (-19.3%) 0.09% +0.000 pp 0.05% -0.012 pp USD60.52 +19.3% 8 qtrs
66 RHUMBLINE ADVISERS 14.5K -1.4K (-8.5%) 1.04M -370.7K (-26.2%) 0.09% -0.009 pp 0.00% 0.000 pp USD70.88 +1.9% 14 qtrs
67 WALLEYE TRADING LLC 14.2K +3.8K (+36.3%) 1.02M +92.6K (+10.0%) 0.09% +0.025 pp 0.00% +0.000 pp USD84.91 -14.9% 2 qtrs
68 TWINBEECH CAPITAL LP 14.1K +14.1K (+100.0%) 1.02M +1.0M (+100.0%) 0.09% +0.092 pp 0.07% +0.072 pp USD72.23 +0.0% 3 qtrs
69 QUANTBOT TECHNOLOGIES LP 14.0K -331.0 (-2.3%) 1.01M -272.2K (-21.2%) 0.09% -0.002 pp 0.03% -0.001 pp USD89.51 -19.3% 2 qtrs
70 BALYASNY ASSET MANAGEMENT L.P. 13.8K +8.4K (+155.6%) 996.8K +513.4K (+106.2%) 0.09% +0.055 pp 0.00% +0.001 pp USD78.99 -8.6% 2 qtrs
71 RUSSELL INVESTMENTS GROUP, LTD. 13.7K -159.0 (-1.1%) 990.5K -251.2K (-20.2%) 0.09% -0.001 pp 0.00% 0.000 pp USD91.04 -20.7% 11 qtrs
72 WELLS FARGO & COMPANY/MN 13.6K +1.5K (+12.0%) 983.2K -105.0K (-9.6%) 0.09% +0.009 pp 0.00% +0.000 pp USD87.46 -17.4% 14 qtrs
73 DIAMETRIC CAPITAL, LP 13.1K +13.1K (+100.0%) 944.4K +944.4K (+100.0%) 0.08% +0.085 pp 0.25% +0.253 pp USD72.23 +0.0% 1 qtrs NEW
74 TUDOR INVESTMENT CORP ET AL 12.8K +9.4K (+276.5%) 924.5K +620.2K (+203.8%) 0.08% +0.061 pp 0.00% +0.001 pp USD83.67 -13.7% 5 qtrs
75 D. E. SHAW & CO., INC. 12.7K -4.9K (-27.8%) 917.3K -658.1K (-41.8%) 0.08% -0.032 pp 0.00% 0.000 pp USD85.55 -15.6% 8 qtrs
76 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 12.9K +— (+0.0%) 916.6K -240.6K (-20.8%) 0.08% +0.000 pp 0.00% 0.000 pp USD98.62 -26.8% 5 qtrs
77 UBS ASSET MANAGEMENT AMERICAS INC 12.3K +3.2K (+35.0%) 886.9K +72.7K (+8.9%) 0.08% +0.021 pp 0.00% +0.000 pp USD89.46 -19.3% 7 qtrs
78 LOS ANGELES CAPITAL MANAGEMENT LLC 11.4K +5.9K (+109.3%) 881.2K +394.5K (+81.0%) 0.07% +0.039 pp 0.00% +0.001 pp USD98.86 -26.9% 5 qtrs
79 LEGAL & GENERAL GROUP PLC 11.9K +48.0 (+0.4%) 861.8K -201.9K (-19.0%) 0.08% +0.000 pp 0.00% +0.000 pp USD73.95 -2.3% 7 qtrs
80 ALLIANCEBERNSTEIN L.P. 11.8K -205.0 (-1.7%) 852.3K -222.3K (-20.7%) 0.08% -0.001 pp 0.00% 0.000 pp USD60.02 +20.3% 7 qtrs
81 GSA CAPITAL PARTNERS LLP 11.4K +11.4K (+100.0%) 820.0K +820.0K (+100.0%) 0.07% +0.074 pp 0.07% +0.071 pp USD72.23 +0.0% 3 qtrs
82 TWO SIGMA ADVISERS, LP 11.0K +1.1K (+11.1%) 792.1K -91.0K (-10.3%) 0.07% +0.007 pp 0.00% 0.000 pp USD60.09 +20.2% 8 qtrs
83 HUSSMAN STRATEGIC ADVISORS, INC. 10.5K +10.5K (+100.0%) 758.4K +758.4K (+100.0%) 0.07% +0.068 pp 0.18% +0.183 pp USD72.23 +0.0% 1 qtrs NEW
84 AQR CAPITAL MANAGEMENT LLC 10.3K -1.9K (-15.8%) 742.7K -350.3K (-32.0%) 0.07% -0.013 pp 0.00% 0.000 pp USD96.30 -25.0% 6 qtrs
85 DEUTSCHE BANK AG\ 10.2K +1.2K (+13.1%) 738.3K -71.0K (-8.8%) 0.07% +0.008 pp 0.00% +0.000 pp USD62.41 +15.7% 14 qtrs
86 IEQ CAPITAL, LLC 10.0K +— (+0.0%) 720.4K -172.3K (-19.3%) 0.06% +0.000 pp 0.00% -0.001 pp USD59.83 +20.7% 8 qtrs
87 NEUBERGER BERMAN GROUP LLC 9.9K +20.0 (+0.2%) 716.3K -169.6K (-19.1%) 0.06% +0.000 pp 0.00% 0.000 pp USD132.36 -45.4% 4 qtrs
88 PEAK6 LLC 9.5K +9.5K (+100.0%) 683.5K +683.5K (+100.0%) 0.06% +0.061 pp 0.00% +0.001 pp USD72.23 +0.0% 1 qtrs NEW
89 ENGINEERS GATE MANAGER LP 9.2K -12.5K (-57.5%) 665.9K -1.3M (-65.7%) 0.06% -0.081 pp 0.01% -0.014 pp USD112.51 -35.8% 6 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 82 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Distillate Small/Mid Cash Flow ETF DSMC 0.57% 748.7K 0.55%
2 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.13% 1.36M 0.20%
3 iShares U.S. Insurance ETF IAK 0.12% 545.1K 0.38%
4 iShares U.S. Small-Cap Equity Factor ETF SMLF 0.06% 2.33M 0.15%
5 iShares Russell 2000 Growth ETF IWO 0.05% 7.81M 0.24%
6 Motley Fool Next Index ETF TMFX 0.04% 13.4K 0.50%
7 Avantis U.S. Small Cap Equity ETF AVSC 0.04% 1.13M 0.25%
8 Vanguard Russell 2000 Growth ETF VTWG 0.03% 593.4K 0.06%
9 WisdomTree U.S. SmallCap Fund EES 0.03% 197.4K 0.38%
10 State Street SPDR Russell 2000 U.S. Small Cap UCITS ETF (Acc) R2US.L 0.03% 1.51M 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.27
Bearish
Ratio by volume
0.53
Neutral
Buys
4
Sells
15
Shares acquired
117.2K
Shares disposed
221.2K
Cash buys
Cash sales
1.00
Net activity
-104,003
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
2026-05-01 Forish Ryan Officer F-InKind D Class A Common Stock 82 55.05 4.5K 25,451 D
2026-04-07 Allison Jonathan Officer S-Sale D Class A Common Stock 1,706 44.35 75.7K 71,668 D
2026-04-02 Allison Jonathan Officer S-Sale D Class A Common Stock 4,112 42.33 174.1K 73,374 D
2026-04-01 Timm Alexander E. Director / Officer / 10% Owner M-Exempt D Performance-Based Restricted Stock Units 62,969 0.00 83,958 D
2026-04-01 Bonakdarpour Mahtiyar Officer M-Exempt D Performance-Based Restricted Stock Units 43,043 0.00 57,390 D
2026-04-01 Binkley Megan Officer M-Exempt D Performance-Based Restricted Stock Units 4,777 0.00 6,369 D
2026-04-01 Allison Jonathan Officer M-Exempt D Performance-Based Restricted Stock Units 6,442 0.00 8,589 D
2026-03-20 Forish Ryan Officer F-InKind D Class A Common Stock 294 45.59 13.4K 25,533 D
2026-03-20 Allison Jonathan Officer S-Sale D Class A Common Stock 3,990 44.78 178.7K 81,999 D
2026-03-17 Allison Jonathan Officer S-Sale D Class A Common Stock 3,990 45.00 179.6K 85,989 D
2026-03-16 Forish Ryan Officer F-InKind D Class A Common Stock 489 44.30 21.7K 25,827 D
2026-03-12 Allison Jonathan Officer S-Sale D Class A Common Stock 3,900 43.61 170.1K 89,979 D
2026-03-11 Forish Ryan Officer A-Award A Class A Common Stock 6,620 0.00 26,316 D
2026-03-05 Allison Jonathan Officer S-Sale D Class A Common Stock 3,900 48.05 187.4K 97,779 D
2026-03-03 Allison Jonathan Officer S-Sale D Class A Common Stock 3,900 47.88 186.7K 101,679 D
2026-02-19 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 10,508 61.59 647.2K 254,563 D
2026-02-19 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 2,622 61.59 161.5K 361,198 D
2026-02-19 Binkley Megan Officer F-InKind D Class A Common Stock 4,373 61.59 269.3K 116,700 D
2026-02-19 Allison Jonathan Officer F-InKind D Class A Common Stock 4,167 61.59 256.6K 103,099 D
2026-02-18 Timm Alexander E. Director / Officer / 10% Owner A-Award A Class A Common Stock 8,736 0.00 263,299 D
2026-02-18 Bonakdarpour Mahtiyar Officer A-Award A Class A Common Stock 5,877 0.00 363,820 D
2026-02-18 Binkley Megan Officer A-Award A Class A Common Stock 57,868 0.00 121,073 D
2026-02-18 Allison Jonathan Officer A-Award A Class A Common Stock 55,116 0.00 107,266 D
2026-01-02 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 1,253 70.90 88.8K 265,554 D
2025-12-31 KRAMER NANCY J Director Class A Common Stock 0 0.00 17,616 D
2025-12-22 Forish Ryan Officer F-InKind D Class A Common Stock 299 74.63 22.3K 19,696 D
2025-12-15 Forish Ryan Officer F-InKind D Class A Common Stock 499 81.14 40.5K 19,995 D
2025-12-10 Timm Alexander E. Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,336 83.00 525.9K 151,412 D
2025-12-10 Bonakdarpour Mahtiyar Officer S-Sale D Class A Common Stock 5,750 83.00 477.3K 266,807 D
2025-12-01 Ulman Doug Director G-Gift D Class A Common Stock 2,505 0.00 7,896 I
2025-11-03 Forish Ryan Officer F-InKind D Class A Common Stock 83 80.79 6.7K 20,494 D
2025-10-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 1,669 88.04 146.9K 272,557 D
2025-09-22 Forish Ryan Officer F-InKind D Class A Common Stock 1,195 102.88 122.9K 20,577 D
2025-09-15 Forish Ryan Officer F-InKind D Class A Common Stock 499 100.20 50.0K 21,772 D
2025-09-02 Timm Alexander E. Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,722 89.43 243.4K 158,770 D
2025-09-02 Bonakdarpour Mahtiyar Officer S-Sale D Class A Common Stock 5,750 89.74 516.0K 274,226 D
2025-07-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 1,669 125.28 209.1K 279,976 D
2025-06-30 Hilsheimer Lawrence A. Director J-Other D Stock Option (Right to Buy) 258 194.76 50.2K 0 D
2025-06-30 DEVARD JERRI Director J-Other D Stock Option (Right to Buy) 258 194.76 50.2K 0 D
2025-06-16 Forish Ryan Officer F-InKind D Class A Common Stock 499 145.41 72.6K 22,271 D
2025-06-16 Allison Jonathan Officer S-Sale D Class A Common Stock 2,500 149.16 372.9K 52,150 D
2025-06-11 Szudarek Julie Director S-Sale D Class A Common Stock 1,500 155.00 232.5K 11,832 D
2025-06-05 Szudarek Julie Director S-Sale D Class A Common Stock 2,790 133.80 373.3K 13,332 D
2025-06-05 DEVARD JERRI Director S-Sale D Class A Common Stock 1,895 141.50 268.1K 18,532 D
2025-06-05 Birnbaum Beth A Director S-Sale D Class A Common Stock 99 132.84 13.2K 17,033 D
2025-06-04 Ulman Doug Director A-Award A Class A Common Stock 1,119 0.00 7,320 D
2025-06-04 Szudarek Julie Director A-Award A Class A Common Stock 1,119 0.00 16,122 D
2025-06-04 KRAMER NANCY J Director A-Award A Class A Common Stock 1,119 0.00 22,196 D
2025-06-04 Hilsheimer Lawrence A. Director A-Award A Class A Common Stock 1,119 0.00 40,995 D
2025-06-04 Dorsey Donna Director A-Award A Class A Common Stock 1,119 0.00 9,956 D
2025-06-04 DEVARD JERRI Director A-Award A Class A Common Stock 1,119 0.00 20,427 D
2025-06-04 Birnbaum Beth A Director A-Award A Class A Common Stock 1,119 0.00 17,132 D
2025-06-02 Timm Alexander E. Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,860 130.60 373.5K 168,609 D
2025-06-02 Bonakdarpour Mahtiyar Officer S-Sale D Class A Common Stock 5,256 130.60 686.4K 281,645 D
2025-05-21 Olsen Christopher 10% Owner C-Conversion A Class A Common Stock 1,443,376 0.00 1,443,376 I
2025-05-21 KRAMER NANCY J Director J-Other A Class A Common Stock 4,580 0.00 21,077 D
2025-05-21 Forish Ryan Officer A-Award A Class A Common Stock 1,588 0.00 22,770 D
2025-05-21 DRIVE CAPITAL OVERDRIVE FUND I, L.P. 10% Owner C-Conversion A Class A Common Stock 1,443,376 0.00 1,443,376 I
2025-05-01 Forish Ryan Officer F-InKind D Class A Common Stock 166 136.63 22.7K 21,182 D
2025-04-30 Malka Meyer 10% Owner S-Sale D Class A Common Stock 223,978 135.80 30.42M 504,822 I
2025-04-28 Malka Meyer 10% Owner C-Conversion A Class A Common Stock 728,800 0.00 728,800 I
2025-04-04 Hilsheimer Lawrence A. Director M-Exempt A Class A Common Stock 258 21.42 5.5K 39,927 D
2025-04-02 Timm Alexander E. Director / Officer / 10% Owner S-Sale D Class A Common Stock 7,353 124.78 917.5K 176,899 D
2025-04-02 Bonakdarpour Mahtiyar Officer S-Sale D Class A Common Stock 5,515 124.78 688.2K 286,901 D
2025-04-01 Timm Alexander E. Director / Officer / 10% Owner M-Exempt D Performance-Based Restricted Stock Units 41,979 0.00 146,927 D
2025-04-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 7,271 128.60 935.1K 276,735 D
2025-04-01 Binkley Megan Officer M-Exempt D Performance-Based Restricted Stock Units 3,184 0.00 11,146 D
2025-04-01 Allison Jonathan Officer M-Exempt D Performance-Based Restricted Stock Units 4,295 0.00 15,031 D
2025-03-24 Ulman Doug Director S-Sale D Class A Common Stock 2,000 175.00 350.0K 6,201 D
2025-03-17 Forish Ryan Officer F-InKind D Class A Common Stock 499 152.34 76.0K 21,348 D
2025-03-13 Ulman Doug Director M-Exempt D Stock Option (Right to Buy) 4,000 0.65 2.6K 35,352 D
2025-03-10 DEVARD JERRI Director M-Exempt D Stock Option (Right to Buy) 258 8.94 2.3K 0 D
2025-02-18 Allison Jonathan Officer F-InKind D Class A Common Stock 15 128.33 1.9K 60,165 D
2025-02-03 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 580 106.20 61.6K 175,042 D
2025-02-03 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 45 106.20 4.8K 285,894 D
2025-02-03 Binkley Megan Officer F-InKind D Class A Common Stock 33 106.20 3.5K 69,639 D
2025-02-03 Allison Jonathan Officer F-InKind D Class A Common Stock 216 106.20 22.9K 60,180 D
2025-01-16 Allison Jonathan Officer F-InKind D Class A Common Stock 15 88.33 1.3K 60,542 D
2025-01-02 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 1,242 73.43 91.2K 285,939 D
2024-12-16 Forish Ryan Officer F-InKind D Class A Common Stock 1,994 76.35 152.2K 21,847 D
2024-12-16 Allison Jonathan Officer F-InKind D Class A Common Stock 14 76.35 1.1K 60,557 D
2024-12-12 Ulman Doug Director G-Gift D Class A Common Stock 1,250 0.00 6,201 D
2024-11-19 Allison Jonathan Officer S-Sale D Class A Common Stock 4,000 100.00 400.0K 60,571 D
2024-11-18 Szudarek Julie Director S-Sale D Class A Common Stock 2,000 96.33 192.7K 15,003 D
2024-11-18 Allison Jonathan Officer F-InKind D Class A Common Stock 14 95.49 1.3K 64,571 D
2024-11-11 Malka Meyer 10% Owner S-Sale D Class A Common Stock 16,418 83.54 1.37M 37,091 I
2024-11-08 Malka Meyer 10% Owner S-Sale D Class A Common Stock 1,200 85.31 102.4K 43,107 I
2024-11-07 Malka Meyer 10% Owner S-Sale D Class A Common Stock 33,185 81.38 2.70M 56,893 I
2024-11-07 Allison Jonathan Officer S-Sale D Class A Common Stock 5,500 78.70 432.8K 64,585 D
2024-11-01 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 796 71.01 56.5K 175,622 D
2024-11-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 83 71.01 5.9K 287,181 D
2024-11-01 Binkley Megan Officer F-InKind D Class A Common Stock 42 71.01 3.0K 69,672 D
2024-11-01 Allison Jonathan Officer F-InKind D Class A Common Stock 194 71.01 13.8K 70,085 D
2024-10-31 Malka Meyer 10% Owner S-Sale D Class A Common Stock 7,653 76.91 588.6K 64,724 I
2024-10-16 Allison Jonathan Officer F-InKind D Class A Common Stock 14 42.69 597.66 70,410 D
2024-10-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 1,670 37.74 63.0K 287,576 D
2024-09-20 Forish Ryan Officer A-Award A Class A Common Stock 5,327 0.00 23,841 D
2024-09-16 Allison Jonathan Officer F-InKind D Class A Common Stock 14 40.19 562.66 70,424
2024-08-16 Allison Jonathan Officer F-InKind D Class A Common Stock 14 49.00 686.00 70,438
2024-08-01 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 796 57.74 46.0K 176,418
2024-08-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 83 57.74 4.8K 289,246
2024-08-01 Binkley Megan Officer F-InKind D Class A Common Stock 42 57.74 2.4K 69,714
2024-08-01 Allison Jonathan Officer F-InKind D Class A Common Stock 193 57.74 11.1K 70,452
2024-07-16 Allison Jonathan Officer F-InKind D Class A Common Stock 14 80.97 1.1K 70,776
2024-07-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 1,669 51.48 85.9K 289,642
2024-06-17 Allison Jonathan Officer F-InKind D Class A Common Stock 14 45.61 638.54 70,790
2024-06-13 Birnbaum Beth A Director S-Sale D Class A Common Stock 1,735 43.67 75.8K 16,013
2024-06-05 Ulman Doug Director A-Award A Class A Common Stock 2,305 0.00 17,852
2024-06-05 Szudarek Julie Director A-Award A Class A Common Stock 2,305 0.00 17,003
2024-06-05 KRAMER NANCY J Director A-Award A Class A Common Stock 2,305 0.00 16,497
2024-06-05 Hilsheimer Lawrence A. Director A-Award A Class A Common Stock 2,305 0.00 39,433
2024-06-05 Dorsey Donna Director A-Award A Class A Common Stock 2,305 0.00 8,837
2024-06-05 DEVARD JERRI Director A-Award A Class A Common Stock 2,305 0.00 18,792
2024-06-05 Birnbaum Beth A Director A-Award A Class A Common Stock 2,305 0.00 17,748
2024-05-16 Allison Jonathan Officer F-InKind D Class A Common Stock 14 61.81 865.34 70,804
2024-05-02 Malka Meyer 10% Owner C-Conversion D Class B Common Stock 13,300 0.00 1,860,720
2024-05-01 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 795 69.91 55.6K 177,214
2024-05-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 67 69.91 4.7K 291,639
2024-05-01 Binkley Megan Officer F-InKind D Class A Common Stock 42 69.91 2.9K 69,756
2024-05-01 Allison Jonathan Officer F-InKind D Class A Common Stock 194 69.91 13.6K 70,818
2024-04-30 Forish Ryan Officer A-Award A Class A Common Stock 738 0.00 18,514
2024-04-16 Allison Jonathan Officer F-InKind D Class A Common Stock 14 61.84 865.76 71,143
2024-04-15 Forish Ryan Officer D Class A Common Stock 0 0.00 17,776
2024-04-02 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 9,676 62.08 600.7K 178,009
2024-04-02 Bonakdarpour Mahtiyar Officer M-Exempt A Class A Common Stock 14,348 0.00 298,213
2024-04-02 Binkley Megan Officer M-Exempt A Class A Common Stock 1,592 0.00 70,520
2024-04-02 Allison Jonathan Officer M-Exempt A Class A Common Stock 2,147 0.00 72,131
2024-04-01 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 3,550 60.52 214.8K 151,351
2024-04-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 1,669 60.52 101.0K 288,787
2024-04-01 Binkley Megan Officer F-InKind D Class A Common Stock 245 60.52 14.8K 76,477
2024-04-01 Allison Jonathan Officer F-InKind D Class A Common Stock 4,573 60.52 276.8K 69,984
2024-03-18 Allison Jonathan Officer F-InKind D Class A Common Stock 14 59.13 827.82 75,623
2024-03-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 5,035 39.11 196.9K 290,456
2024-02-16 Allison Jonathan Officer F-InKind D Class A Common Stock 11 8.91 98.01 75,637
2024-02-01 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 539 8.20 4.4K 154,901
2024-02-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 45 8.20 369.00 295,710
2024-02-01 Binkley Megan Officer F-InKind D Class A Common Stock 28 8.20 229.60 76,722
2024-02-01 Allison Jonathan Officer F-InKind D Class A Common Stock 152 8.20 1.2K 75,648
2024-01-16 Allison Jonathan Officer F-InKind D Class A Common Stock 11 9.09 99.99 75,903
2024-01-02 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 2,802 10.47 29.3K 155,440
2024-01-02 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 1,312 10.47 13.7K 299,608
2024-01-02 Binkley Megan Officer F-InKind D Class A Common Stock 164 10.47 1.7K 76,750
2024-01-02 Allison Jonathan Officer F-InKind D Class A Common Stock 838 10.47 8.8K 75,914
2023-12-18 Allison Jonathan Officer F-InKind D Class A Common Stock 14 10.41 145.74 76,752
2023-12-05 Allison Jonathan Officer S-Sale D Class A Common Stock 4,000 14.18 56.7K 76,766
2023-12-04 Allison Jonathan Officer S-Sale D Class A Common Stock 4,000 11.10 44.4K 80,766 D
2023-12-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 5,035 10.55 53.1K 300,920
2023-12-01 Allison Jonathan Officer S-Sale D Class A Common Stock 4,000 11.10 44.4K 80,766
2023-11-16 Allison Jonathan Officer F-InKind D Class A Common Stock 14 9.47 132.58 84,766
2023-11-15 Allison Jonathan Officer S-Sale D Class A Common Stock 8,000 9.88 79.0K 84,780
2023-11-14 Bonakdarpour Mahtiyar Officer P-Purchase A Class A Common Stock 11,342 9.89 112.2K 305,955
2023-11-13 Bonakdarpour Mahtiyar Officer P-Purchase A Class A Common Stock 6,158 10.33 63.6K 294,613
2023-11-01 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 795 8.85 7.0K 158,242
2023-11-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 83 8.85 734.55 288,455
2023-11-01 Binkley Megan Officer F-InKind D Class A Common Stock 28 8.85 247.80 76,914
2023-11-01 Allison Jonathan Officer F-InKind D Class A Common Stock 194 8.85 1.7K 92,780
2023-10-26 Dorsey Donna Director 0 0.00 0
2023-10-16 Allison Jonathan Officer F-InKind D Class A Common Stock 14 10.11 141.54 93,105
2023-10-02 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 3,550 8.83 31.3K 159,037
2023-10-02 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 4,922 8.83 43.5K 288,851
2023-10-02 Binkley Megan Officer F-InKind D Class A Common Stock 164 8.83 1.4K 76,942
2023-10-02 Allison Jonathan Officer F-InKind D Class A Common Stock 1,066 8.83 9.4K 93,119
2023-09-18 Allison Jonathan Officer F-InKind D Class A Common Stock 13 10.58 137.54 94,185
2023-09-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 5,035 11.80 59.4K 295,442
2023-08-24 Bonakdarpour Mahtiyar Officer P-Purchase A Class A Common Stock 713 9.83 7.0K 300,477
2023-08-23 Bonakdarpour Mahtiyar Officer P-Purchase A Class A Common Stock 7,214 9.78 70.6K 299,764
2023-08-22 Bonakdarpour Mahtiyar Officer P-Purchase A Class A Common Stock 9,485 8.99 85.2K 292,550
2023-08-16 Ulman Doug Director A-Award A Class A Common Stock 7,792 0.00 15,547
2023-08-16 Szudarek Julie Director A-Award A Class A Common Stock 7,792 0.00 14,698
2023-08-16 KRAMER NANCY J Director A-Award A Class A Common Stock 7,792 0.00 14,192
2023-08-16 Hilsheimer Lawrence A. Director A-Award A Class A Common Stock 7,792 0.00 37,128
2023-08-16 DEVARD JERRI Director A-Award A Class A Common Stock 7,792 0.00 16,487
2023-08-16 Birnbaum Beth A Director A-Award A Class A Common Stock 7,792 0.00 15,443
2023-08-16 Allison Jonathan Officer F-InKind D Class A Common Stock 14 9.16 128.24 94,198
2023-08-09 Timm Alexander E. Director / Officer / 10% Owner A-Award A Class A Common Stock 97,239 0.00 162,587
2023-08-09 Bonakdarpour Mahtiyar Officer A-Award A Performance-Based Restricted Stock Units 143,476 0.00 143,476
2023-08-09 Binkley Megan Officer A-Award A Performance-Based Restricted Stock Units 15,922 0.00 15,922
2023-08-09 Allison Jonathan Officer A-Award A Performance-Based Restricted Stock Units 21,473 0.00 21,473
2023-08-01 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 796 10.93 8.7K 65,348
2023-08-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 67 10.93 732.31 211,077
2023-08-01 Binkley Megan Officer F-InKind D Class A Common Stock 28 10.93 306.04 6,202
2023-08-01 Allison Jonathan Officer F-InKind D Class A Common Stock 131 10.93 1.4K 30,753
2023-07-17 Allison Jonathan Officer F-InKind D Class A Common Stock 14 10.45 146.30 30,884
2023-07-03 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 3,549 10.08 35.8K 66,144
2023-07-03 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 1,669 10.08 16.8K 216,066
2023-07-03 Binkley Megan Officer F-InKind D Class A Common Stock 164 10.08 1.7K 6,230
2023-07-03 Allison Jonathan Officer F-InKind D Class A Common Stock 1,066 10.08 10.7K 30,898
2023-06-30 Hilsheimer Lawrence A. Director A-Award A Class A Common Stock 5,378 5.58 30.0K 29,336
2023-06-30 DEVARD JERRI Director A-Award A Stock Option (Right to Buy) 258 8.94 2.3K 258
2023-06-16 Allison Jonathan Officer F-InKind D Class A Common Stock 14 6.35 88.90 31,964
2023-06-15 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 8,795 6.41 56.4K 217,735
2023-06-15 Binkley Megan Officer F-InKind D Class A Common Stock 612 6.41 3.9K 6,394
2023-06-15 Allison Jonathan Officer F-InKind D Class A Common Stock 6,361 6.41 40.8K 31,978
2023-06-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 5,035 4.76 24.0K 226,530
2023-05-16 Allison Jonathan Officer F-InKind D Class A Common Stock 14 4.56 63.84 38,339
2023-05-12 Allison Jonathan Officer D Class A Common Stock 0 0.00 38,353
2023-05-01 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 796 4.24 3.4K 69,693
2023-05-01 Bonakdarpour Mahtiyar Officer F-InKind D Class A Common Stock 246 4.24 1.0K 231,565
2023-05-01 Binkley Megan Officer F-InKind D Class A Common Stock 28 4.24 118.72 7,006
2023-04-03 Timm Alexander E. Director / Officer / 10% Owner F-InKind D Class A Common Stock 14,196 4.36 61.9K 70,489

Executive team

Top executives
EBIT / Employee
60.5K
Shares Outstanding
14.02M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Alexander Timm Chief Executive Officer 750.0K 5.50M 1.69M 226.0K 8.16M 67.37%
2 2025 Mahtiyar Bonakdarpour President & Chief Technology Officer 550.0K 3.70M 825.0K 10.7K 5.09M 72.75%
3 2025 Jonathan Allison Chief Administrative Officer 520.0K 2.40M 780.0K 10.7K 3.71M 64.68%
4 2025 Megan Binkley Chief Financial Officer 484.7K 2.62M 562.5K 10.7K 3.68M 71.28%
5 2024 Alexander Timm Chief Executive Officer 750.0K 6.50M 3.38M 23.5K 10.65M 61.06%
6 2024 Mahtiyar Bonakdarpour President Chief Technology Officer 541.3K 5.00M 1.65M 5.8K 7.20M 69.48%
7 2024 Mahtiyar Bonakdarpour President & Chief Technology Officer 541.3K 5.00M 1.65M 5.8K 7.20M 69.48%
8 2024 Jonathan Allison Chief Administrative Officer 514.6K 2.70M 1.56M 22.6K 4.80M 56.32%
9 2024 Megan Binkley Chief Financial Officer 449.8K 2.84M 1.03M 10.4K 4.33M 65.53%
10 2023 Alexander Timm Chief Executive Officer 750.0K 2.60M 2.12M 3.21M 10.1K 8.69M 24.42%
11 2023 Mahtiyar Bonakdarpour President & Chief Technology Officer 500.0K 1.28M 1.50M 900.0K 10.1K 4.19M 35.89%
12 2023 Mahtiyar Bonakdarpour President Chief Technology Officer 500.0K 1.28M 1.50M 900.0K 10.1K 4.19M 35.89%
13 2023 Mahtiyar Bonakdarpour President and Chief Technology Officer 500.0K 1.28M 1.50M 900.0K 10.1K 4.19M 35.89%
14 2023 Jonathan Allison Chief Administrative Officer 488.8K 600.0K 703.6K 1.43M 36.1K 3.25M 21.63%
15 2022 Mahtiyar Bonakdarpour Chief Technology Officer 500.0K 500.0K 8.05M 594.0K 9.3K 9.66M 83.40%
16 2022 Mahtiyar Bonakdarpour President Chief Technology Officer 500.0K 500.0K 8.05M 594.0K 9.3K 9.66M 83.40%
17 2022 Mahtiyar Bonakdarpour President and Chief Technology Officer 500.0K 500.0K 8.05M 594.0K 9.3K 9.66M 83.40%
18 2022 Daniel Rosenthal Former Chief Revenue and Operations Officer and Chief Financial Officer 500.0K 5.48M 2.31M 750.0K 9.3K 9.05M 25.53%
19 2022 Alexander Timm Chief Executive Officer 750.0K 2.12M 2.25M 9.3K 5.13M 41.30%
20 2022 Robert Bateman Former Chief Financial Officer 346.2K 1.18M 19.1K 1.54M 76.31%
21 2022 Hemal Shah Former Chief Product Officer 92.3K 9.2K 101.5K 0.00%
22 2021 Anirban Kundu Former Chief Technology Officer 182.7K 23.08M 4.1K 23.27M 99.20%
23 2021 Hemal Shah Former Chief Product Officer 373.5K 1.00M 7.06M 220.0K 8.9K 8.67M 81.51%
24 2021 Alexander Timm Chief Executive Officer 709.6K 5.07M 8.9K 5.78M 87.58%
25 2021 Daniel Rosenthal Chief Revenue and Operations Officer and Former Chief Financial Officer 478.8K 2.92M 468.8K 8.9K 3.88M 75.34%
26 2021 Daniel Rosenthal Former Chief Revenue and Operations Officer and Chief Financial Officer 478.8K 2.92M 468.8K 8.9K 3.88M 75.34%
27 2021 Daniel Manges Former Chief Technology Officer 240.4K 2.92M 68.8K 3.23M 90.43%
28 2020 Alexander Timm Chief Executive Officer 600.0K 541.5K 2.71M 3.86M 0.00%
29 2020 Alexander Timm Chief Executive Officer 600.0K 541.5K 2.71M 3.86M 0.00%
30 2020 Daniel Manges Former Chief Technology Officer 375.0K 179.9K 1.81M 2.37M 0.00%
31 2020 Daniel Manges Chief Technology Officer 375.0K 1.81M 2.37M 0.00%
32 2020 Daniel Rosenthal Chief Financial Officer 475.0K 687.7K 776.7K 1.94M 0.00%
33 2020 Daniel Rosenthal Former Chief Revenue and Operations Officer and Chief Financial Officer 475.0K 687.7K 776.7K 1.94M 0.00%
34 2020 Daniel Rosenthal Chief Revenue and Operations Officer and Former Chief Financial Officer 475.0K 687.7K 776.7K 1.94M 0.00%
35 2019 Daniel Rosenthal Chief Revenue and Operations Officer and Former Chief Financial Officer 168.8K 1.51M 230.1K 1.91M 79.07%
36 2019 Alexander Timm Chief Executive Officer 298.3K 795.0K 1.09M 0.00%
37 2019 Alexander Timm Chief Executive Officer 298.3K 795.0K 1.09M 0.00%
38 2019 Daniel Manges Chief Technology Officer 250.0K 180.0K 430.0K 0.00%
39 2019 Daniel Manges Former Chief Technology Officer 250.0K 180.0K 430.0K 0.00%
40 2019 Daniel Rosenthal Chief Financial Officer 168.8K 230.1K 398.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2026-04-14 PRE 14A
2025-04-25 DEFA14A
2025-04-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-05-04 4
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2026-04-24 ARS
2026-04-14 PRE 14A
2026-04-08 4
2026-04-03 4
2026-04-03 4

Executive team

NameTitleCompensationGender
Alexander Edward Timm Founder, Chief Executive Officer & Chairman 3M male
Mahtiyar Bonakdarpour President & Chief Technology Officer 1M male
Jonathan Alexander Allison Chief Administrative Officer 1M male
Megan Nicole Binkley Chief Financial Officer 1M female
Jason Shapiro Senior Vice President of Business Development male
Matthew Patrick LaMalva Head of Investor Relations male
Ryan William Forish Chief Accounting Officer male
Jodi Emmert Baker Vice President, General Counsel & Secretary male
Srini Srinivasan Chief Information Security Officer & Head of IT male
Kelly Ruoff Chief Communications Officer female
ESG Rating
B-
INSURANCE - PROPERTY & CASUALTY
Rank: 16 out of 37
2026
E (Environmental)
54.3 / 49.4
Company / Sector avg.
S (Social)
46.2 / 57.3
Company / Sector avg.
G (Governance)
64.6 / 59.8
Company / Sector avg.
ESG Total
55.0 / 55.5
Company / Sector avg.
ESG Score History INSURANCE - PROPERTY & CASUALTY
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