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Revolve Group, Inc. (RVLV)

USD24.14 -0.08 (-0.33%)
US NYSE Consumer Cyclical Specialty Retail
Address 12889 Moore Street 90703
Cerritos, CA, US
CEO Michael Mente Mike Karanikolas
IPO 2019-06-07
CIK 1746618 ISIN US76156B1070

Explore sections of this company profile

Description

Revolve Group, Inc. operates as a fashion retailer for millennial and generation z consumers in the United States and internationally. The company operates in two segments, REVOLVE and FWRD. It operates a platform that connects consumers and global fashion influencers, as well as emerging, established, and owned brands. The company offers apparel, footwear, accessories, and beauty products from emerging, established, and owned brands, as well as luxury brands. It serves its customers through its websites, mobile applications, and stores. The company was formerly known as Advance Holdings, LLC and changed its name to Revolve Group, Inc. in October 2018. Revolve Group, Inc. was founded in 2003 and is headquartered in Cerritos, California.

News Sentiment (7d)
78 Positive

Based on only 1 article — low confidence

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
USD24.14 -0.08 (-0.33%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.65
Float Shares
70.84M
Free Float %
99.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.09% -8.79% -0.04% -10.87% +5.68% -22.36% +22.85% +28.16% -55.74% -31.06% -31.06%
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 (30 ratings, all time) Buy
Price Targets & DCF
Current price
24.14
Low 27.00 +11.8%
Consensus 30.86 +27.8%
Median 30.00 +24.3%
High 35.00 +45.0%
DCF (Unlevered) 11.66 -51.7%
DCF (Levered) 10.79 -55.3%

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

Ratings Trend (MoM) 56% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 7 0
Hold 6 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
29.00
+20.1%
Last Year 15
27.60
+14.3%
All Time 41
38.88
+61.1%
Quality scores
Altman Z-Score
6.57
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Specialty Retail: +6.4%
    +8.5% Q1'26: +15.6% (vs Q1'25)
  • EPS growth Specialty Retail: +20.6%
    +24.6% Q1'26: +25.0% (vs Q1'25)
  • FCF margin FCF growth · Specialty Retail: +29.3%
    +3.5% Q1'26: +13.0% (vs Q1'25)
  • EBIT margin Specialty Retail: +5.4%
    +6.7% Q1'26: +4.8% (vs Q1'25)
  • ROIC Specialty Retail: +6.5%
    +24.2% Q1'26: +21.4% (vs Q1'25)
  • Share dilution Specialty Retail: +0.1%
    +0.6% Q1'26: +0.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Specialty Retail: 0.14×
    0.37× Q1'26: 0.46× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.77) × ERP
WACC = 98% × Ke + 2% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 11.66 Current price: 24.14
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 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
11 Rev. Ana.
9 EPS Ana.
Dec 2027
11 Rev. Ana.
10 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Revenue
600.99M
est: 605.33M (-0.7%)
580.65M
est: 575.72M (+0.9%)
891.39M
est: 874.11M (+2.0%)
1.10B
est: 1.08B (+1.7%)
1.07B
est: 1.07B (+0.0%)
1.13B
est: 1.12B (+0.9%)
1.23B
est: 1.21B (+1.5%)
1.36B
1.34B – 1.38B
+12.3% YoY
1.46B
1.43B – 1.49B
+7.9% YoY
1.57B
1.57B – 1.57B
+7.4% YoY
EBITDA
52.05M
est: 46.36M (+12.3%)
65.89M
est: 172.61M (-61.8%)
109.80M
est: 80.59M (+36.2%)
77.93M
est: 104.02M (-25.1%)
27.23M
est: 72.74M (-62.6%)
56.58M
est: 76.23M (-25.8%)
86.90M
est: 82.18M (+5.8%)
92.32M
90.95M – 93.69M
+12.3% YoY
99.59M
97.52M – 101.67M
+7.9% YoY
106.98M
106.98M – 106.98M
+7.4% YoY
EBIT
48.10M
est: 43.09M (+11.6%)
61.07M
est: 163.39M (-62.6%)
105.29M
est: 77.80M (+35.3%)
73.14M
est: 96.83M (-24.5%)
22.13M
est: 67.93M (-67.4%)
51.42M
est: 71.20M (-27.8%)
82.30M
est: 76.75M (+7.2%)
86.22M
84.94M – 87.49M
+12.3% YoY
93.01M
91.07M – 94.95M
+7.9% YoY
99.91M
99.91M – 99.91M
+7.4% YoY
Net Income
35.67M
est: 40.03M (-10.9%)
56.79M
est: 129.53M (-56.2%)
99.84M
est: 73.71M (+35.4%)
58.70M
est: 83.25M (-29.5%)
28.15M
est: 32.92M (-14.5%)
49.56M
est: 45.29M (+9.4%)
61.71M
est: 56.72M (+8.8%)
61.47M
59.21M – 74.39M
+8.4% YoY
73.99M
63.03M – 88.54M
+20.4% YoY
100.05M
98.76M – 100.69M
+35.2% YoY
SGA
254.44M
est: 260.56M (-2.3%)
227.74M
est: 499.73M (-54.4%)
363.21M
est: 275.68M (+31.8%)
487.38M
est: 405.78M (+20.1%)
495.41M
est: 440.00M (+12.6%)
504.47M
est: 461.16M (+9.4%)
366.62M
est: 497.11M (-26.3%)
558.46M
550.19M – 566.73M
+12.3% YoY
602.46M
589.91M – 615.01M
+7.9% YoY
647.15M
647.15M – 647.15M
+7.4% YoY
EPS
-0.09
est: 0.56 (-116.1%)
0.81
est: 0.64 (+27.3%)
1.38
est: 1.13 (+21.7%)
0.80
est: 0.78 (+3.0%)
0.39
est: 0.46 (-15.1%)
0.70
est: 0.63 (+11.3%)
0.87
est: 0.78 (+12.1%)
0.91
0.82 – 1.03
+16.6% YoY
1.08
0.87 – 1.23
+19.5% YoY
1.38
1.37 – 1.40
+27.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-05 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-04 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-05-01 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-30 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-29 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-28 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-27 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-24 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-23 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-22 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-21 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-20 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-17 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-16 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-15 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
50.50M
OE per share TTM
0.70
Owner's Yield
3.02%
Maintenance CapEx ratio
24.48%
Maint CapEx / Avg PPE
3.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
39
Total invested
18.51M
Insider transactions (90d)
9
Beneficial owners (>5%)
27
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Michael Karanikolas 33.04M 45.60% 123.0K 32.92M 123.0K IN United States 2022-02-04
2 Michael Mente 33.03M 45.60% 108.3K 32.92M 108.3K IN United States 2022-02-04
3 MMMK Development, Inc. 32.92M 45.50% 32.92M HC, CO Delaware 2022-02-04
4 TSG6 Management LLC 13.38M 49.70% 13.38M OO Delaware 2020-01-22
5 TSG6, L.P. 13.38M 49.70% 13.38M PN Delaware 2020-01-22
6 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 5.45M 13.39% 1.01M 4.28M 1.17M 4.28M IA A California 2022-08-10
7 Virtus Investment Advisers, Inc.04-2453743 4.28M 10.51% 4.28M 4.28M IA A California 2022-08-10
8 Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund 4.19M 10.28% 4.19M 4.19M IV A California 2022-08-10
9 William Blair Investment Management, LLC 3.74M 9.50% 3.42M 3.74M IA Delaware 2022-02-10
10 (1) BlackRock, Inc. 3.44M 9.00% 3.31M 3.31M HC Delaware 2024-11-08
11 Fuller & Thaler Asset Management, Inc. 1.91M 5.03% 1.78M 1.91M IA California 2024-11-12
12 Franklin Resources, Inc. 1.17M 8.60% 4.00 4.00 4.00 4.00 HC Delaware 2020-02-05
13 The Vanguard Group - 23-1945930 1.15M 8.51% 5.5K IA Pennsylvania 2020-02-11
14 Isaac R.Souede 855.0K 6.30% 855.0K 855.0K HC, IN Delaware 2020-02-10
15 SC Partners Investment, LLC 855.0K 6.30% 855.0K 855.0K HC, OO Delaware 2020-02-10
16 SCP Core Equity, LP 855.0K 6.30% 855.0K 855.0K PN Delaware 2020-02-10
17 SCP Investment, LP 855.0K 6.30% 855.0K 855.0K IA, PN Delaware 2020-02-10
18 Sanford J. Colen 855.0K 6.30% 855.0K 855.0K HC, IN Delaware 2020-02-10
19 Capital International Investors ** 800.0K 5.90% 800.0K 800.0K IA 2020-02-14
20 59-2385219 516.5K 3.82% 516.5K 516.5K IA Florida 2019-11-12
21 Cubist Systematic Strategies, LLC 237.2K 4.00% 237.2K 237.2K OO Citizenship or place of organization Delaware 2022-02-14
22 Steven A. Cohen 237.2K 4.00% 237.2K 237.2K IN Citizenship or place of organization United States 2022-02-14
23 95-1411037 13.00 0.00% IA Delaware 2021-02-16
24 Point72 Asset Management, L.P. 4.00% PN Citizenship or place of organization Delaware 2022-02-14
25 Point72 Capital Advisors, Inc. 4.00% CO Citizenship or place of organization Delaware 2022-02-14
26 20-0262509 0.00% IA Washington 2021-02-10
27 Clearbridge Investments, LLC01-0846058 0.00% IA Delaware 2020-08-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
39
-177 vs prev Q
New positions
5
Closed positions
178
Increased
14
Reduced
8
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 FMR LLC 6.06M +5.8K (+0.1%) 183.02M +54.0M (+41.9%) 8.50% +0.006 pp 0.01% +0.003 pp USD28.98 +4.2% 27 qtrs
2 VANGUARD GROUP INC 4.30M +360.6K (+9.2%) 129.80M +45.9M (+54.7%) 6.03% +0.504 pp 0.00% +0.001 pp USD36.61 -17.5% 27 qtrs
3 BLACKROCK, INC. 3.74M +120.5K (+3.3%) 112.80M +35.8M (+46.5%) 5.24% +0.168 pp 0.00% +0.001 pp USD25.38 +19.0% 6 qtrs
4 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2.15M +306.5K (+16.6%) 64.85M +25.6M (+65.3%) 3.01% +0.429 pp 0.18% +0.080 pp USD32.48 -7.1% 23 qtrs
5 FULLER & THALER ASSET MANAGEMENT, INC. 1.97M +2.0M (+100.0%) 59.42M +59.4M (+100.0%) 2.76% +2.760 pp 0.20% +0.201 pp USD30.19 +0.0% 8 qtrs
6 BALYASNY ASSET MANAGEMENT L.P. 1.86M +666.8K (+55.7%) 56.24M +30.8M (+120.7%) 2.61% +0.935 pp 0.07% +0.039 pp USD24.51 +23.2% 6 qtrs
7 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.83M -2.6M (-58.5%) 55.16M -38.7M (-41.2%) 2.56% -3.621 pp 0.15% -0.081 pp USD20.93 +44.2% 15 qtrs
8 COOPER CREEK PARTNERS MANAGEMENT LLC 1.51M +473.5K (+45.5%) 45.71M +23.5M (+106.2%) 2.12% +0.664 pp 2.06% +1.385 pp USD24.08 +25.4% 2 qtrs
9 MARSHALL WACE, LLP 1.49M +458.3K (+44.4%) 44.97M +23.0M (+104.7%) 2.09% +0.642 pp 0.04% +0.019 pp USD23.59 +28.0% 8 qtrs
10 GOLDMAN SACHS GROUP INC 1.16M -690.6K (-37.3%) 35.10M -4.4M (-11.1%) 1.63% -0.969 pp 0.00% -0.001 pp USD24.23 +24.6% 27 qtrs
11 STATE STREET CORP 1.15M +100.3K (+9.5%) 34.77M +12.4M (+55.3%) 1.62% +0.140 pp 0.00% +0.000 pp USD43.69 -30.9% 25 qtrs
12 LONDON CO OF VIRGINIA 1.06M -42.4K (-3.8%) 32.06M +8.5M (+36.3%) 1.49% -0.060 pp 0.18% +0.055 pp USD17.30 +74.5% 9 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 938.2K +56.0 (+0.0%) 28.33M +8.3M (+41.8%) 1.32% 0.000 pp 0.00% +0.001 pp USD41.86 -27.9% 26 qtrs
14 CITADEL ADVISORS LLC 934.4K -65.2K (-6.5%) 28.21M +6.9M (+32.5%) 1.31% -0.092 pp 0.00% +0.001 pp USD21.40 +41.1% 27 qtrs
15 MORGAN STANLEY 876.4K -188.7K (-17.7%) 26.46M +3.8M (+16.6%) 1.23% -0.265 pp 0.00% +0.000 pp USD22.02 +37.1% 27 qtrs
16 D. E. SHAW & CO., INC. 853.9K +523.9K (+158.8%) 25.78M +18.8M (+266.8%) 1.20% +0.735 pp 0.01% +0.010 pp USD27.43 +10.1% 25 qtrs
17 DIMENSIONAL FUND ADVISORS LP 848.6K +29.2K (+3.6%) 25.62M +8.2M (+46.8%) 1.19% +0.041 pp 0.01% +0.002 pp USD26.95 +12.0% 21 qtrs
18 GW&K INVESTMENT MANAGEMENT, LLC 797.4K +42.9K (+5.7%) 24.07M +8.0M (+49.8%) 1.12% +0.060 pp 0.21% +0.066 pp USD42.43 -28.8% 19 qtrs
19 PALISADE CAPITAL MANAGEMENT, LP 568.2K -68.8K (-10.8%) 17.15M +3.6M (+26.4%) 0.80% -0.097 pp 0.51% +0.140 pp USD21.33 +41.5% 22 qtrs
20 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 542.1K -86.4K (-13.7%) 16.03M +2.6M (+19.7%) 0.76% -0.121 pp 0.03% +0.005 pp USD41.07 -26.5% 17 qtrs
21 ALGERT GLOBAL LLC 518.0K -159.0K (-23.5%) 15.64M +1.2M (+8.5%) 0.73% -0.223 pp 0.24% +0.003 pp USD24.77 +21.9% 18 qtrs
22 SILVERCREST ASSET MANAGEMENT GROUP LLC 487.5K +606.0 (+0.1%) 14.72M +4.3M (+41.9%) 0.68% +0.001 pp 0.10% +0.033 pp USD30.10 +0.3% 19 qtrs
23 RAYMOND JAMES FINANCIAL INC 460.0K -15.0K (-3.2%) 14.15M +4.0M (+39.8%) 0.65% -0.021 pp 0.00% +0.001 pp USD21.48 +40.5% 5 qtrs
24 WOODLINE PARTNERS LP 448.5K +448.5K (+100.0%) 13.54M +13.5M (+100.0%) 0.63% +0.629 pp 0.05% +0.053 pp USD30.19 +0.0% 1 qtrs NEW
25 BANK OF AMERICA CORP /DE/ 421.8K +57.2K (+15.7%) 12.73M +5.0M (+64.0%) 0.59% +0.080 pp 0.00% +0.000 pp USD22.65 +33.3% 27 qtrs
26 TUDOR INVESTMENT CORP ET AL 389.6K -45.9K (-10.5%) 11.76M +2.5M (+26.8%) 0.55% -0.065 pp 0.02% +0.006 pp USD20.88 +44.6% 3 qtrs
27 NUVEEN, LLC 375.7K -280.5K (-42.7%) 11.34M -2.6M (-18.8%) 0.53% -0.394 pp 0.00% -0.001 pp USD21.32 +41.6% 4 qtrs
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 375.0K +289.0 (+0.1%) 11.32M +3.3M (+41.8%) 0.53% +0.000 pp 0.00% +0.001 pp USD50.86 -40.6% 21 qtrs
29 UBS GROUP AG 372.0K -15.7K (-4.0%) 11.23M +3.0M (+36.0%) 0.52% -0.022 pp 0.00% +0.001 pp USD23.15 +30.4% 27 qtrs
30 NORTHERN TRUST CORP 350.5K -15.3K (-4.2%) 10.58M +2.8M (+35.8%) 0.49% -0.022 pp 0.00% +0.000 pp USD54.86 -45.0% 26 qtrs
31 BARCLAYS PLC 330.1K +244.5K (+285.6%) 9.97M +7.8M (+369.8%) 0.46% +0.343 pp 0.00% +0.002 pp USD28.54 +5.8% 27 qtrs
32 SEGALL BRYANT & HAMILL, LLC 315.2K +14.1K (+4.7%) 9.52M +3.1M (+48.4%) 0.44% +0.020 pp 0.13% +0.043 pp USD21.65 +39.4% 4 qtrs
33 QUBE RESEARCH & TECHNOLOGIES LTD 307.3K -352.0K (-53.4%) 9.28M -4.8M (-33.9%) 0.43% -0.494 pp 0.01% -0.005 pp USD20.94 +44.2% 17 qtrs
34 TREXQUANT INVESTMENT LP 291.7K -75.1K (-20.5%) 8.81M +993.2K (+12.7%) 0.41% -0.106 pp 0.08% -0.002 pp USD21.59 +39.8% 7 qtrs
35 FEDERATED HERMES, INC. 264.7K +38.5K (+17.0%) 7.99M +3.2M (+65.8%) 0.37% +0.054 pp 0.01% +0.005 pp USD27.79 +8.6% 27 qtrs
36 WELLS FARGO & COMPANY/MN 247.0K -277.5K (-52.9%) 7.46M -3.7M (-33.2%) 0.35% -0.389 pp 0.00% -0.001 pp USD21.59 +39.8% 27 qtrs
37 NEW YORK STATE COMMON RETIREMENT FUND 205.3K +— (+0.0%) 6.20M +1.8M (+41.7%) 0.29% 0.000 pp 0.01% +0.003 pp USD29.04 +4.0% 22 qtrs
38 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 203.5K -608.5K (-74.9%) 6.14M -11.2M (-64.5%) 0.29% -0.854 pp 0.08% -0.144 pp USD26.97 +11.9% 21 qtrs
39 BNP PARIBAS ARBITRAGE, SNC 194.4K +31.1K (+19.1%) 5.87M +2.4M (+68.8%) 0.27% +0.044 pp 0.00% +0.001 pp USD23.13 +30.5% 26 qtrs
40 MAN GROUP PLC 167.7K +1.1K (+0.6%) 5.06M +1.5M (+42.6%) 0.24% +0.001 pp 0.01% +0.002 pp USD21.38 +41.2% 22 qtrs
41 PENSERRA CAPITAL MANAGEMENT LLC 154.0K -38.2K (-19.9%) 4.65M +554.0K (+13.5%) 0.22% -0.054 pp 0.06% +0.006 pp USD18.94 +59.4% 25 qtrs
42 PROSHARE ADVISORS LLC 152.0K -2.3K (-1.5%) 4.59M +1.3M (+39.7%) 0.21% -0.003 pp 0.01% +0.001 pp USD30.71 -1.7% 19 qtrs
43 MAVERICK CAPITAL LTD 147.0K +147.0K (+100.0%) 4.44M +4.4M (+100.0%) 0.21% +0.206 pp 0.05% +0.048 pp USD30.19 +0.0% 1 qtrs NEW
44 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 146.9K -93.7K (-38.9%) 4.44M -689.0K (-13.4%) 0.21% -0.132 pp 0.30% -0.028 pp USD21.91 +37.8% 7 qtrs
45 AQR CAPITAL MANAGEMENT LLC 139.8K +95.7K (+217.0%) 4.22M +3.3M (+349.3%) 0.20% +0.134 pp 0.00% +0.002 pp USD28.04 +7.7% 5 qtrs
46 PRINCIPAL FINANCIAL GROUP INC 132.2K +47.2K (+55.4%) 3.99M +2.2M (+120.3%) 0.19% +0.066 pp 0.00% +0.001 pp USD29.58 +2.1% 5 qtrs
47 MADISON ASSET MANAGEMENT, LLC 129.7K +486.0 (+0.4%) 3.92M +1.2M (+42.3%) 0.18% +0.001 pp 0.05% +0.015 pp USD24.92 +21.1% 21 qtrs
48 BANK OF NEW YORK MELLON CORP 126.3K +4.7K (+3.9%) 3.81M +1.2M (+47.2%) 0.18% +0.007 pp 0.00% +0.000 pp USD40.20 -24.9% 25 qtrs
49 EXODUSPOINT CAPITAL MANAGEMENT, LP 124.5K +45.9K (+58.4%) 3.76M +2.1M (+124.5%) 0.17% +0.064 pp 0.03% +0.012 pp USD24.58 +22.8% 2 qtrs
50 STIFEL FINANCIAL CORP 112.3K -18.1K (-13.9%) 3.39M +613.4K (+22.1%) 0.16% -0.025 pp 0.00% +0.001 pp USD21.34 +41.5% 21 qtrs
51 SEI INVESTMENTS CO 109.1K -156.8K (-59.0%) 3.29M -2.4M (-41.9%) 0.15% -0.220 pp 0.00% -0.003 pp USD25.53 +18.3% 21 qtrs
52 RUSSELL INVESTMENTS GROUP, LTD. 109.1K +43.6K (+66.6%) 3.29M +1.9M (+136.2%) 0.15% +0.061 pp 0.00% +0.002 pp USD24.08 +25.4% 22 qtrs
53 POLAR ASSET MANAGEMENT PARTNERS INC. 106.0K +106.0K (+100.0%) 3.20M +3.2M (+100.0%) 0.15% +0.149 pp 0.04% +0.041 pp USD30.19 +0.0% 6 qtrs
54 ENVESTNET ASSET MANAGEMENT INC 105.3K -112.2K (-51.6%) 3.18M -1.5M (-31.4%) 0.15% -0.158 pp 0.00% 0.000 pp USD22.01 +37.2% 27 qtrs
55 INVESCO LTD. 96.7K +15.8K (+19.5%) 2.92M +1.2M (+69.4%) 0.14% +0.022 pp 0.00% +0.000 pp USD28.05 +7.6% 22 qtrs
56 CI INVESTMENTS INC. 94.9K +94.9K (+100.0%) 2.87M +2.9M (+100.0%) 0.13% +0.133 pp 0.01% +0.013 pp USD30.19 +0.0% 1 qtrs NEW
57 ORCHARD CAPITAL MANAGEMENT, LLC 93.7K +1.8K (+1.9%) 2.83M +870.5K (+44.4%) 0.13% +0.002 pp 2.46% +0.763 pp USD21.58 +39.9% 15 qtrs
58 SQUAREPOINT OPS LLC 92.0K -194.2K (-67.8%) 2.78M -3.3M (-54.4%) 0.13% -0.272 pp 0.00% -0.003 pp USD21.41 +41.0% 8 qtrs
59 PDT PARTNERS, LLC 86.7K +— (+0.0%) 2.62M +771.2K (+41.7%) 0.12% +0.000 pp 0.17% +0.053 pp USD20.05 +50.6% 3 qtrs
60 82.6K +82.6K (+100.0%) 2.50M +2.5M (+100.0%) 0.12% +0.116 pp 0.05% +0.048 pp USD30.19 +0.0% 1 qtrs NEW
61 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 81.5K -24.5K (-23.1%) 2.46M +203.2K (+9.0%) 0.11% -0.034 pp 0.01% -0.001 pp USD26.03 +16.0% 15 qtrs
62 DARK FOREST CAPITAL MANAGEMENT LP 80.4K +80.4K (+100.0%) 2.43M +2.4M (+100.0%) 0.11% +0.113 pp 0.11% +0.111 pp USD30.19 +0.0% 1 qtrs NEW
63 SWISS NATIONAL BANK 79.7K +1.4K (+1.8%) 2.41M +738.4K (+44.3%) 0.11% +0.002 pp 0.00% +0.001 pp USD38.17 -20.9% 25 qtrs
64 CANADA PENSION PLAN INVESTMENT BOARD 74.3K +74.3K (+100.0%) 2.24M +2.2M (+100.0%) 0.10% +0.104 pp 0.00% +0.002 pp USD30.19 +0.0% 6 qtrs
65 UBS ASSET MANAGEMENT AMERICAS INC 72.2K +10.6K (+17.2%) 2.18M +868.3K (+66.2%) 0.10% +0.015 pp 0.00% +0.000 pp USD29.26 +3.2% 21 qtrs
66 PEAK6 LLC 67.8K +41.5K (+157.8%) 2.05M +1.5M (+265.4%) 0.10% +0.058 pp 0.00% +0.003 pp USD26.74 +12.9% 2 qtrs
67 ACADIAN ASSET MANAGEMENT LLC 64.4K +47.2K (+276.1%) 1.94M +1.6M (+435.6%) 0.09% +0.066 pp 0.00% +0.003 pp USD27.83 +8.5% 2 qtrs
68 LIGHTHOUSE INVESTMENT PARTNERS, LLC 63.9K +63.9K (+100.0%) 1.93M +1.9M (+100.0%) 0.09% +0.090 pp 0.06% +0.058 pp USD30.19 +0.0% 1 qtrs NEW
69 AMERIPRISE FINANCIAL INC 57.5K -3.0K (-4.9%) 1.74M +448.1K (+34.8%) 0.08% -0.004 pp 0.00% +0.000 pp USD19.69 +53.3% 22 qtrs
70 HRT FINANCIAL LP 53.6K -169.6K (-76.0%) 1.62M -3.1M (-65.9%) 0.08% -0.238 pp 0.01% -0.012 pp USD20.55 +46.9% 4 qtrs
71 BLUESHIFT ASSET MANAGEMENT, LLC 53.5K +53.5K (+100.0%) 1.61M +1.6M (+100.0%) 0.08% +0.075 pp 0.47% +0.466 pp USD30.19 +0.0% 1 qtrs NEW
72 RHUMBLINE ADVISERS 51.2K -9.0K (-14.9%) 1.55M +264.0K (+20.6%) 0.07% -0.013 pp 0.00% +0.000 pp USD49.98 -39.6% 19 qtrs
73 CREDIT AGRICOLE S A 50.0K +50.0K (+100.0%) 1.51M +1.5M (+100.0%) 0.07% +0.070 pp 0.00% +0.003 pp USD30.19 +0.0% 1 qtrs NEW
74 JPMORGAN CHASE & CO 49.7K +14.2K (+39.8%) 1.50M +743.4K (+98.2%) 0.07% +0.020 pp 0.00% +0.000 pp USD24.65 +22.5% 25 qtrs
75 TEACHER RETIREMENT SYSTEM OF TEXAS 47.9K -4.4K (-8.4%) 1.45M +332.5K (+29.9%) 0.07% -0.006 pp 0.01% +0.001 pp USD33.49 -9.9% 5 qtrs
76 CAPITAL FUND MANAGEMENT S.A. 45.3K +45.3K (+100.0%) 1.37M +1.4M (+100.0%) 0.06% +0.064 pp 0.00% +0.004 pp USD30.19 +0.0% 1 qtrs NEW
77 HSBC HOLDINGS PLC 44.4K -2.4K (-5.2%) 1.36M +357.0K (+35.7%) 0.06% -0.003 pp 0.00% +0.000 pp USD20.48 +47.4% 11 qtrs
78 WAKEFIELD ASSET MANAGEMENT LLLP 43.8K +43.8K (+100.0%) 1.32M +1.3M (+100.0%) 0.06% +0.061 pp 0.36% +0.359 pp USD30.19 +0.0% 1 qtrs NEW
79 COMERICA BANK 42.3K +40.5K (+2,253.8%) 1.28M +1.2M (+3,235.9%) 0.06% +0.057 pp 0.01% +0.005 pp USD29.77 +1.4% 10 qtrs
80 LEGAL & GENERAL GROUP PLC 42.0K -259.0 (-0.6%) 1.27M +367.5K (+40.9%) 0.06% 0.000 pp 0.00% +0.000 pp USD31.99 -5.6% 21 qtrs
81 JACKSON SQUARE CAPITAL, LLC 41.3K +— (+0.0%) 1.25M +367.0K (+41.7%) 0.06% +0.000 pp 0.25% +0.055 pp USD21.49 +40.5% 4 qtrs
82 ENGINEERS GATE MANAGER LP 40.6K -90.5K (-69.1%) 1.22M -1.6M (-56.1%) 0.06% -0.127 pp 0.01% -0.017 pp USD21.30 +41.7% 7 qtrs
83 AQUATIC CAPITAL MANAGEMENT LLC 39.7K -12.0K (-23.2%) 1.20M +97.2K (+8.8%) 0.06% -0.017 pp 0.03% +0.014 pp USD24.99 +20.8% 5 qtrs
84 ALLIANCEBERNSTEIN L.P. 39.6K +955.0 (+2.5%) 1.19M +372.0K (+45.2%) 0.06% +0.001 pp 0.00% +0.000 pp USD66.08 -54.3% 19 qtrs
85 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 38.1K +2.8K (+8.0%) 1.15M +399.3K (+53.1%) 0.05% +0.004 pp 0.00% +0.000 pp USD59.83 -49.5% 19 qtrs
86 DEUTSCHE BANK AG\ 37.9K +2.4K (+6.7%) 1.15M +388.2K (+51.3%) 0.05% +0.003 pp 0.00% +0.000 pp USD26.95 +12.0% 21 qtrs
87 VIRGINIA RETIREMENT SYSTEMS ET AL 36.8K -600.0 (-1.6%) 1.11M +314.2K (+39.5%) 0.05% -0.001 pp 0.01% +0.001 pp USD21.42 +40.9% 4 qtrs
88 CREATIVE PLANNING 36.4K +22.8K (+167.9%) 1.10M +809.9K (+279.7%) 0.05% +0.032 pp 0.00% +0.001 pp USD26.41 +14.3% 14 qtrs
89 PRICE T ROWE ASSOCIATES INC /MD/ 35.7K -5.7K (-13.7%) 1.08M +197.0K (+22.3%) 0.05% -0.008 pp 0.00% +0.000 pp USD35.19 -14.2% 19 qtrs
90 SUSQUEHANNA INTERNATIONAL GROUP, LLP 34.1K -1.3K (-3.7%) 1.03M +275.5K (+36.5%) 0.05% -0.002 pp 0.00% +0.000 pp USD23.96 +26.0% 27 qtrs
91 DAIWA SECURITIES GROUP INC. 33.7K -39.8K (-54.2%) 1.02M -548.0K (-35.0%) 0.05% -0.056 pp 0.00% -0.002 pp USD21.70 +39.1% 15 qtrs
92 BREVAN HOWARD CAPITAL MANAGEMENT LP 33.6K -9.6K (-22.3%) 1.02M +93.6K (+10.2%) 0.05% -0.014 pp 0.01% +0.007 pp USD21.30 +41.7% 2 qtrs
93 CALAMOS ADVISORS LLC 32.9K +32.9K (+100.0%) 993.7K +993.7K (+100.0%) 0.05% +0.046 pp 0.00% +0.004 pp USD30.19 +0.0% 1 qtrs NEW
94 GRAHAM CAPITAL MANAGEMENT, L.P. 31.9K -21.6K (-40.4%) 962.0K -176.9K (-15.5%) 0.04% -0.030 pp 0.02% +0.005 pp USD19.91 +51.6% 7 qtrs
95 PATHSTONE HOLDINGS, LLC 31.6K +3.5K (+12.4%) 954.1K +355.2K (+59.3%) 0.04% +0.005 pp 0.00% +0.001 pp USD21.96 +37.5% 4 qtrs
96 FRANKLIN RESOURCES INC 31.5K -239.0 (-0.8%) 950.3K +274.7K (+40.7%) 0.04% 0.000 pp 0.00% +0.000 pp USD21.36 +41.3% 8 qtrs
97 MILLENNIUM MANAGEMENT LLC 27.8K -531.2K (-95.0%) 839.0K -11.1M (-93.0%) 0.04% -0.745 pp 0.00% -0.005 pp USD21.05 +43.4% 4 qtrs
98 ROYAL BANK OF CANADA 24.5K -28.8K (-54.1%) 739.0K -397.0K (-34.9%) 0.03% -0.041 pp 0.00% 0.000 pp USD21.48 +40.5% 27 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
0.50
Neutral
Buys
12
Sells
24
Shares acquired
405.6K
Shares disposed
811.3K
Cash buys
Cash sales
12.00
Net activity
-405,639
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
2026-04-29 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 15,640 0.00 29,988,606 I
2026-04-29 MMMK Development, Inc. 10% Owner C-Conversion D Class B Common Stock 15,640 0.00 29,988,606 D
2026-04-29 Karanikolas Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 15,640 0.00 29,988,606 I
2026-04-28 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 42,678 26.35 1.12M 0 I
2026-04-28 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 42,678 0.00 42,678 D
2026-04-28 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 42,678 0.00 42,678 I
2026-04-27 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 60,923 0.00 30,046,924 I
2026-04-27 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 60,923 26.43 1.61M 0 D
2026-04-27 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 60,923 26.43 1.61M 0 I
2026-04-09 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 15,972 0.00 30,107,847 I
2026-04-09 MMMK Development, Inc. 10% Owner C-Conversion D Class B Common Stock 15,972 0.00 30,107,847 D
2026-04-09 Karanikolas Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 15,972 0.00 30,107,847 I
2026-03-18 Murphy Erinn Elisabeth 0 0.00 0
2026-03-01 Timmermans Jesse Officer A-Award A Class A Common Stock 17,389 0.00 28,999 D
2026-02-12 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 1,948 0.00 30,123,819 I
2026-02-12 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 1,948 25.93 50.5K 0 D
2026-02-12 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 1,948 0.00 1,948 I
2026-02-11 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 15,645 26.13 408.8K 0 I
2026-02-11 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 15,645 26.13 408.8K 0 D
2026-02-11 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 15,645 26.13 408.8K 0 I
2026-01-28 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 202 29.36 5.9K 0 I
2026-01-28 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 49,882 0.00 49,882 D
2026-01-28 Karanikolas Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 49,882 0.00 30,141,412 I
2026-01-27 Mente Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 56,419 0.00 56,419 I
2026-01-27 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 56,419 0.00 56,419 D
2026-01-27 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 56,419 29.09 1.64M 0 I
2026-01-26 Mente Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 32,709 0.00 32,709 I
2026-01-26 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 32,709 29.76 973.4K 0 D
2026-01-26 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 32,709 0.00 32,709 I
2026-01-09 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 64,655 30.66 1.98M 4,340 I
2026-01-09 MMMK Development, Inc. 10% Owner C-Conversion D Class B Common Stock 68,995 0.00 30,280,422 D
2026-01-09 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 68,995 0.00 68,995 I
2026-01-08 Timmermans Jesse Officer M-Exempt D Stock Option (right to buy) 5,349 13.05 69.8K 35,346 D
2026-01-08 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 52,864 0.00 30,349,417 I
2026-01-08 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 52,864 0.00 52,864 D
2026-01-08 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 52,864 31.32 1.66M 0 I
2026-01-07 Timmermans Jesse Officer S-Sale D Class A Common Stock 3,880 31.50 122.2K 11,610 D
2026-01-07 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 72,337 0.00 30,402,281 I
2026-01-07 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 72,337 31.16 2.25M 0 D
2026-01-07 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 72,337 31.16 2.25M 0 I
2026-01-06 Timmermans Jesse Officer M-Exempt D Stock Option (right to buy) 6,020 10.32 62.1K 3,480 D
2025-12-22 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 63,045 0.00 30,474,618 I
2025-12-22 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 63,045 29.67 1.87M 0 D
2025-12-22 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 63,045 29.67 1.87M 0 I
2025-12-19 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 78,619 0.00 30,537,663 I
2025-12-19 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 78,619 28.78 2.26M 0 D
2025-12-19 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 78,619 0.00 78,619 I
2025-12-18 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 88,444 0.00 30,616,282 I
2025-12-18 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 88,444 0.00 88,444 D
2025-12-18 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 88,444 0.00 88,444 I
2025-12-04 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 41,563 26.02 1.08M 0 I
2025-12-04 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 41,563 26.02 1.08M 0 D
2025-12-04 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 41,563 0.00 41,563 I
2025-12-03 Mente Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 114,024 0.00 114,024 I
2025-12-03 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 5,884 27.11 159.5K 0 D
2025-12-03 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,884 27.11 159.5K 0 I
2025-12-02 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 23,152 0.00 30,860,313 I
2025-12-02 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 23,152 0.00 23,152 D
2025-12-02 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 23,152 0.00 23,152 I
2025-06-06 Ruxandra Oana Director A-Award A Class A Common Stock 4,488 0.00 20,878 D
2025-06-06 Moser Jennifer Baxter Director A-Award A Class A Common Stock 4,488 0.00 13,515 D
2025-06-06 COX MELANIE Director A-Award A Class A Common Stock 4,488 0.00 27,590 D
2025-03-03 Mente Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 12,566 0.00 12,566 I
2025-03-03 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 12,566 25.94 326.0K 0 D
2025-03-03 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 12,566 0.00 12,566 I
2025-03-01 Timmermans Jesse Officer A-Award A Stock Option (right to buy) 50,573 26.56 1.34M 50,573 D
2025-02-14 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 61 31.54 1.9K 0 I
2025-02-14 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 67,057 30.91 2.07M 61 D
2025-02-14 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 67,057 30.91 2.07M 61 I
2025-02-13 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 16,028 31.88 511.0K 0 I
2025-02-13 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 68,921 0.00 68,921 D
2025-02-13 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 16,028 31.88 511.0K 0 I
2025-02-12 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 65,722 0.00 31,032,070 I
2025-02-12 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 18,233 29.38 535.7K 47,489 D
2025-02-12 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 18,233 29.38 535.7K 47,489 I
2025-01-29 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 380 32.08 12.2K 0 I
2025-01-29 MMMK Development, Inc. 10% Owner C-Conversion D Class B Common Stock 66,413 0.00 31,097,792 D
2025-01-29 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 380 32.08 12.2K 0 I
2025-01-28 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 63,035 0.00 31,164,205 I
2025-01-28 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 50,066 30.71 1.54M 12,969 D
2025-01-28 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 12,969 31.29 405.8K 0 I
2025-01-27 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 44,962 0.00 31,227,240 I
2025-01-27 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 44,962 0.00 44,962 D
2025-01-27 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 44,962 0.00 44,962 I
2025-01-10 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 19,791 30.37 601.1K 0 I
2025-01-10 MMMK Development, Inc. 10% Owner C-Conversion D Class B Common Stock 69,605 0.00 31,272,202 D
2025-01-10 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 69,605 0.00 69,605 I
2025-01-08 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,354 30.83 72.6K 0 I
2025-01-08 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 45,987 0.00 45,987 D
2025-01-08 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 2,354 30.83 72.6K 0 I
2025-01-07 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,272 31.24 39.7K 0 I
2025-01-07 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 76,933 30.46 2.34M 1,272 D
2025-01-07 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,272 31.24 39.7K 0 I
2024-12-20 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 9,659 34.56 333.8K 0 I
2024-12-20 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 52,782 34.14 1.80M 9,659 D
2024-12-20 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 9,659 34.56 333.8K 0 I
2024-12-19 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 62,281 33.88 2.11M 13,287 I
2024-12-19 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 13,287 34.64 460.3K 0 D
2024-12-19 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 13,287 34.64 460.3K 0 I
2024-12-18 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 12,012 36.16 434.4K 128 I
2024-12-18 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 12,012 36.16 434.4K 128 D
2024-12-18 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 40,907 33.28 1.36M 35,928 I
2024-12-04 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 31,233 35.41 1.11M 0 I
2024-12-04 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 98,429 0.00 98,429 D
2024-12-04 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 31,233 35.41 1.11M 0 I
2024-12-03 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 76,902 0.00 31,779,272 I
2024-12-03 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 65,138 35.22 2.29M 11,764 D
2024-12-03 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 76,902 0.00 76,902 I
2024-12-02 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 19,804 36.16 716.1K 0 I
2024-12-02 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 19,804 36.16 716.1K 0 D
2024-12-02 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 70,462 35.70 2.52M 19,804 I
2024-11-22 Mente Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 71,463 0.00 71,463 I
2024-11-22 MMMK Development, Inc. 10% Owner C-Conversion D Class B Common Stock 71,463 0.00 31,946,440 D
2024-11-22 Karanikolas Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 71,463 0.00 31,946,440 I
2024-11-21 Mente Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 88,053 0.00 88,053 I
2024-11-21 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 62,032 34.70 2.15M 26,021 D
2024-11-21 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 26,021 35.03 911.5K 0 I
2024-11-20 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 73,783 0.00 32,105,956 I
2024-11-20 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 60,327 33.33 2.01M 13,456 D
2024-11-20 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 73,783 0.00 73,783 I
2024-11-06 Timmermans Jesse Officer M-Exempt D Stock Option (right to buy) 3,706 7.67 28.4K 0 D
2024-11-06 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 78,122 31.81 2.49M 46,546 I
2024-11-06 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 55,394 30.79 1.71M 124,668 D
2024-11-06 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 55,394 30.79 1.71M 124,668 I
2024-11-05 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 37,103 25.92 961.7K 0 I
2024-11-05 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 37,103 0.00 37,103 D
2024-11-05 Karanikolas Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 37,103 0.00 32,379,739 I
2024-11-04 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 20,373 25.95 528.7K 0 I
2024-11-04 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 20,373 0.00 20,373 D
2024-11-04 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 20,373 0.00 20,373 I
2024-10-17 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 48,346 26.32 1.27M 0 I
2024-10-17 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 48,346 0.00 48,346 D
2024-10-17 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 48,346 26.32 1.27M 0 I
2024-10-16 Mente Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 33,164 0.00 33,164 I
2024-10-16 MMMK Development, Inc. 10% Owner C-Conversion D Class B Common Stock 33,164 0.00 32,485,561 D
2024-10-16 Karanikolas Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 33,164 0.00 32,485,561 I
2024-10-15 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 36,114 0.00 32,518,725 I
2024-10-15 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 36,114 25.95 937.2K 0 D
2024-10-15 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 36,114 0.00 36,114 I
2024-09-19 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,493 25.92 168.3K 0 I
2024-09-19 MMMK Development, Inc. 10% Owner C-Conversion D Class B Common Stock 6,493 0.00 32,554,839 D
2024-09-19 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 6,493 0.00 6,493 I
2024-09-18 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 456 25.93 11.8K 0 I
2024-09-18 MMMK Development, Inc. 10% Owner C-Conversion A Class A Common Stock 456 0.00 456 D
2024-09-18 Karanikolas Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 456 0.00 32,561,332 I
2024-06-07 Ruxandra Oana Director A-Award A Class A Common Stock 5,567 0.00 16,390
2024-06-07 Moser Jennifer Baxter Director A-Award A Class A Common Stock 5,567 0.00 9,027
2024-06-07 COX MELANIE Director A-Award A Class A Common Stock 5,567 0.00 23,102
2024-01-18 Moser Jennifer Baxter Director 0 0.00 0
2023-09-15 Timmermans Jesse Officer A-Award A Stock Option (right to buy) 58,910 13.05 768.8K 58,910
2023-06-09 STOLZMAN MARC D Director A-Award A Class A Common Stock 6,329 0.00 14,411
2023-06-09 Ruxandra Oana Director A-Award A Class A Common Stock 6,329 0.00 10,823
2023-06-09 COX MELANIE Director A-Award A Class A Common Stock 6,329 0.00 17,535
2023-03-01 Timmermans Jesse Officer A-Award A Class A Common Stock 613 0.00 3,324
2022-06-10 STOLZMAN MARC D Director A-Award A Class A Common Stock 3,340 0.00 8,082
2022-06-10 Ruxandra Oana Director A-Award A Class A Common Stock 3,340 0.00 4,494
2022-06-10 COX MELANIE Director A-Award A Class A Common Stock 3,340 0.00 11,206
2022-04-07 Mente Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 66,211 0.00 66,211
2022-04-07 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 37,863 53.04 2.01M 0
2022-04-06 Mente Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 33,202 0.00 33,202
2022-04-06 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 33,202 52.19 1.73M 0
2022-04-05 Mente Michael Officer C-Conversion D Class B Common Stock 66,211 0.00 32,561,788
2022-04-05 MMMK Development, Inc. Director S-Sale D Class A Common Stock 6,471 55.38 358.4K 6,245
2022-04-05 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 25,222 53.21 1.34M 38,781
2022-03-22 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 5,054 52.33 264.5K 90,056
2022-03-22 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 53,051 54.56 2.89M 0
2022-03-21 Mente Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 21,443 0.00 21,443
2022-03-21 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 21,443 0.00 21,443
2022-03-18 Mente Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 78,916 0.00 78,916
2022-03-18 MMMK Development, Inc. Director S-Sale D Class A Common Stock 5,054 52.33 264.5K 90,056
2022-03-18 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 12,775 52.99 676.9K 0
2022-03-08 Timmermans Jesse Officer F-InKind D Class A Common Stock 1,557 41.68 64.9K 2,711
2022-03-01 Timmermans Jesse Officer A-Award A Stock Option (right to buy) 87,611 45.65 4.00M 87,611
2022-02-28 Timmermans Jesse Officer A-Award A Class A Common Stock 4,268 0.00 4,268
2022-02-25 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 900 52.31 47.1K 0
2022-02-25 MMMK Development, Inc. 10% Owner C-Conversion D Class B Common Stock 900 0.00 32,920,673
2022-02-25 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 900 52.31 47.1K 0
2022-01-19 Ruxandra Oana Director A-Award A Class A Common Stock 1,154 0.00 1,154
2022-01-18 Ruxandra Oana Director 0 0.00 0
2021-12-07 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 800 71.69 57.4K 0
2021-12-07 MMMK Development, Inc. 10% Owner C-Conversion D Class B Common Stock 33,703 0.00 32,921,573
2021-12-07 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 12,048 70.08 844.3K 19,180
2021-12-06 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 4,868 64.04 311.7K 74,752
2021-12-06 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 33,638 66.75 2.25M 6,510
2021-12-06 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 6,510 67.71 440.8K 0
2021-11-24 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 7,532 82.58 622.0K 0
2021-11-24 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 5,500 78.73 433.0K 35,287
2021-11-24 Karanikolas Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 45,187 0.00 33,034,896
2021-11-23 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,332 84.56 112.6K 0
2021-11-23 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 2,300 81.60 187.7K 7,900
2021-11-23 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 4,368 83.94 366.6K 1,332
2021-11-22 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 16,435 84.10 1.38M 11,264
2021-11-22 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 19,388 83.37 1.62M 27,699
2021-11-22 Karanikolas Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 9,402 82.30 773.8K 47,087
2021-11-11 STOLZMAN MARC D Director S-Sale D Class A Common Stock 3,618 83.51 302.1K 4,742
2021-11-10 Mente Michael Director / Officer / 10% Owner S-Sale D Class A Common Stock 25,489 80.91 2.06M 0
2021-11-10 MMMK Development, Inc. 10% Owner S-Sale D Class A Common Stock 25,489 80.91 2.06M 0
2021-11-10 Karanikolas Michael Director / Officer / 10% Owner C-Conversion A Class A Common Stock 14,938 0.00 14,938
2021-11-09 STOLZMAN MARC D Director C-Conversion D Class B Common Stock 3,205 0.00 0
2021-11-09 Mente Michael Director / Officer / 10% Owner C-Conversion D Class B Common Stock 43,250 0.00 33,292,022

Executive team

Top executives
EBIT / Employee
49.5K
Shares Outstanding
71.30M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jesse Timmermans Chief Financial Officer 487.8K 100.0K 750.0K 337.5K 34.6K 1.71M 43.86%
2 2025 Mike Karanikolas Co-Chief Executive Officer 450.0K 34.6K 484.6K 0.00%
3 2025 Michael Mente Co-Chief Executive Officer 450.0K 19.6K 469.6K 0.00%
4 2024 Jesse Timmermans Chief Financial Officer 486.0K 50.0K 310.4K 32.4K 878.8K 0.00%
5 2024 Mike Karanikolas Co-Chief Executive Officer 450.0K 32.4K 482.4K 0.00%
6 2024 Michael Mente Co-Chief Executive Officer 450.0K 18.4K 468.4K 0.00%
7 2023 Jesse Timmermans Chief Financial Officer 487.3K 200.0K 1.20M 29.4K 1.92M 73.04%
8 2023 Mike Karanikolas Co-Chief Executive Officer 451.2K 500.0K 29.4K 980.6K 50.99%
9 2023 Michael Mente Co-Chief Executive Officer 451.2K 500.0K 9.4K 960.6K 52.05%
10 2022 Jesse Timmermans Chief Financial Officer 561.3K 200.0K 2.00M 30.5K 2.79M 78.80%
11 2022 Mike Karanikolas Co-Chief Executive Officer 451.2K 500.0K 32.9K 984.1K 50.80%
12 2022 Michael Mente Co-Chief Executive Officer 451.2K 500.0K 9.8K 961.0K 52.03%
13 2021 David Pujades Former Chief Operating Officer 417.8K 138.9K 490.0K 138.8K 294.8K 1.48M 42.48%
14 2021 Jesse Timmermans Chief Financial Officer 440.9K 200.0K 500.0K 200.0K 21.4K 1.36M 51.38%
15 2021 Mike Karanikolas Co-Chief Executive Officer 451.2K 21.4K 472.6K 0.00%
16 2021 Michael Mente Co-Chief Executive Officer 451.2K 4.1K 455.4K 0.00%
17 2020 David Pujades Chief Operating Officer 385.5K 267.9K 240.1K 13.5K 906.9K 26.48%
18 2020 David Pujades Former Chief Operating Officer 385.5K 267.9K 240.1K 13.5K 906.9K 26.48%
19 2020 Jesse Timmermans Chief Financial Officer 314.7K 216.6K 198.0K 21.4K 750.7K 26.38%
20 2020 Mike Karanikolas Co-Chief Executive Officer 296.7K 155.0K 21.4K 473.1K 0.00%
21 2020 Michael Mente Co-Chief Executive Officer 296.7K 155.0K 4.1K 455.8K 0.00%
22 2019 David Pujades Former Chief Operating Officer 445.3K 427.0K 13.3K 885.6K 0.00%
23 2019 David Pujades Chief Operating Officer 445.3K 427.0K 13.3K 885.6K 0.00%
24 2019 Jesse Timmermans Chief Financial Officer 348.4K 200.5K 21.1K 569.9K 0.00%
25 2019 Mike Karanikolas Co-Chief Executive Officer 451.2K 21.1K 472.3K 0.00%
26 2019 Michael Mente Co-Chief Executive Officer 451.2K 4.1K 455.3K 0.00%
27 2018 David Pujades Chief Operating Officer 423.1K 157.0K 12.7K 592.8K 0.00%
28 2018 Jesse Timmermans Chief Financial Officer 296.2K 225.0K 17.8K 539.0K 0.00%
29 2018 Mike Karanikolas Co-Chief Executive Officer 328.8K 20.1K 349.0K 0.00%
30 2018 Michael Mente Co-Chief Executive Officer 328.8K 3.9K 332.7K 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
2025-04-25 DEFA14A
2025-04-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-29 SC 13G
2026-04-29 4
2026-04-29 4
2026-04-29 4
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2026-04-24 ARS
2026-04-23 SC 13G/A

Executive team

NameTitleCompensationGender
Jesse Timmermans Chief Financial Officer 959.9K male
Michael Karanikolas Co-Founder, Co-CEO & Chairman of the Board 484.6K male
Michael Mente Co-Founder, Co-CEO & Director 469.6K male
Jodi Lumsdaine Chapin General Counsel & Corporate Secretary female
Mitch Moseley President of Owned Brands male
Raissa Gerona Chief Brand Officer female
Divya Mathur Chief Merchandising Officer & Fashion Director female
Ray Lingao Chief Planning Officer male
Erik Randerson Senior Vice President of Investor Relations male
Heather Burke Senior VP of Logistics & Customer Service
ESG Rating
B
SPECIALTY RETAIL
2026
E (Environmental)
50.9 / 59.7
Company / Sector avg.
S (Social)
48.1 / 56.1
Company / Sector avg.
G (Governance)
54.3 / 56.1
Company / Sector avg.
ESG Total
51.1 / 57.3
Company / Sector avg.
ESG Score History SPECIALTY RETAIL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2023-10-16 2023-11-11 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits