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Rezolve AI PLC (RZLV)

USD2.43 -0.09 (-3.39%)
GB NASDAQ Technology Software - Infrastructure
Address 21 Sackville Street W1S 3DN
London, GB
CEO Daniel Maurice Wagner
IPO 2000-02-15
CIK 1920294 ISIN GB00BQH8G337

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Also trades on NASDAQ Capital Market · RZLVW (USD) NASDAQ Global Market · RZLV (USD)
Description

Rezolve AI PLC specializes in providing artificial intelligence technologies for the commercial sector. Its platform is engineered to enable retailers, brands, and manufacturers to cultivate strong, interactive relationships with consumers, seamlessly bridging any divides created by geographical location or the specific device being utilized. The organization, which was previously known as Rezolve AI Limited, officially adopted its current name, Rezolve AI PLC, in March 2025. Founded in 2016, the company's primary operations are situated in London, United Kingdom.

News Sentiment (7d)
66 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
USD2.43 -0.09 (-3.39%)
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Volume Profile
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Liquidity & share structure
Average Volume
17M
Beta
-0.15
Float Shares
105.35M
Free Float %
39.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+7.19% +15.06% +15.95% +27.90% -2.30% +15.95% +56.84% -73.74% -73.74% -73.74% -73.74%
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 (7 ratings, all time) Buy
Price Targets & DCF
Current price
2.43
Low 8.00 +229.9%
Consensus 11.33 +367.2%
Median 12.00 +394.8%
High 14.00 +477.3%
Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 5 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 10
10.35
+326.8%
All Time 12
9.38
+286.8%
Quality scores
Altman Z-Score
-0.69
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Infrastructure: +13.7%
    +24,821.8%
  • EPS growth Software - Infrastructure: +28.7%
    +98.4% Q4'25: -208.1% (vs Q4'23)
  • FCF margin FCF growth · Software - Infrastructure: +32.2%
    -212.7% Q4'25: -190.6% (vs Q4'23)
  • EBIT margin Software - Infrastructure: +8.8%
    -247.1% Q4'25: -205.5% (vs Q4'23)
  • ROIC Software - Infrastructure: +6.6%
    -39.5% Q4'25: -80.1% (vs Q4'23)
  • Share dilution Software - Infrastructure: +0.0%
    +3,660.1% Q4'25: +4,028.7% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×
    -1.45× Q4'25: -0.51× (vs Q4'23)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (-0.20) × ERP
WACC = 84% × Ke + 16% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 2.43
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 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
4 EPS Ana.
Dec 2027
3 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
187.8K
est: 259.0K (-27.5%)
46.80M
est: 41.18M (+13.7%)
351.11M
345.36M – 357.61M
+752.7% YoY
543.62M
540.57M – 546.68M
+54.8% YoY
820.89M
807.46M – 836.09M
+51.0% YoY
EBITDA
-161.82M
est: -259.0K (-62,378.4%)
-108.67M
est: -41.18M (-163.9%)
-351.11M
-357.61M – -345.36M
-752.7% YoY
-543.62M
-546.68M – -540.57M
-54.8% YoY
-820.89M
-836.09M – -807.46M
-51.0% YoY
EBIT
-162.04M
est: -259.0K (-62,465.3%)
-115.63M
est: -41.18M (-180.8%)
-351.11M
-357.61M – -345.36M
-752.7% YoY
-543.62M
-546.68M – -540.57M
-54.8% YoY
-820.89M
-836.09M – -807.46M
-51.0% YoY
Net Income
-172.65M
est: -70.35M (-145.4%)
-101.41M
est: -77.71M (-30.5%)
-52.52M
-100.27M – -19.10M
+32.4% YoY
-31.49M
-32.25M – -30.82M
+40.1% YoY
— – —
+100.0% YoY
SGA
137.72M
est: 88.37M (+55.8%)
102.43M
est: 14.05B (-99.3%)
119.80B
117.84B – 122.01B
+752.7% YoY
185.48B
184.44B – 186.52B
+54.8% YoY
280.08B
275.50B – 285.27B
+51.0% YoY
EPS
-24.22
est: -0.26 (-9,126.7%)
-0.38
est: -0.29 (-31.0%)
-0.20
-0.37 – -0.07
+32.4% YoY
-0.12
-0.12 – -0.12
+40.1% YoY
— – —
+100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-27 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-26 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-22 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-19 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-18 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-15 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-14 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-13 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-12 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-05-11 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-08 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-07 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-06 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-05 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-04 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-05-01 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-30 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-29 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-28 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-27 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-92.40M
OE per share TTM
-0.30
Owner's Yield
-9.30%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
7.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
149
Total invested
122.05M
Insider transactions (90d)
2
Beneficial owners (>5%)
7
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Daniel Wagner 39.97M 23.21% 4.70M 35.27M 4.70M 35.27M IN 2024-08-26
2 John Wagner 36.08M 20.96% 816.0K 35.27M 816.0K 35.27M IN 2024-08-26
3 DBLP Sea Cow Limited 35.27M 20.48% 35.27M 35.27M CO 2024-08-26
4 Apeiron Investment Group Ltd. 18.28M 10.40% 18.28M 18.28M CO Malta 2024-09-30
5 Christian Angermayer 18.28M 10.40% 18.28M 18.28M IN Malta 2024-09-30
6 Aston Wagner 9.96M 5.78% 9.96M 9.96M IN United Kingdom 2024-08-22
7 Cocoa Wagner 9.96M 5.78% 9.96M 9.96M IN United Kingdom 2024-08-22

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
149
+6 vs prev Q
New positions
41
Closed positions
37
Increased
112
Reduced
17
Put/Call ratio
0.45
Calls held
4.96M
Puts held
2.21M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 ALYESKA INVESTMENT GROUP, L.P. 14.86M -9.5M (-39.1%) 38.19M -82.7M (-68.4%) 6.42% -4.122 pp 0.11% -0.258 pp USD4.98 -48.4% 2 qtrs
2 NVERSES CAPITAL, LLC 12.9K +12.9K (+100.0%) 33.09M +33.1M (+100.0%) 0.01% +0.006 pp 0.07% +0.074 pp USD2.57 +0.0% 1 qtrs NEW
3 BLACKROCK, INC. 9.91M +2.0M (+25.9%) 25.48M -13.7M (-35.0%) 4.28% +0.882 pp 0.00% 0.000 pp USD3.57 -28.0% 4 qtrs
4 STATE STREET CORP 2.53M +333.8K (+15.2%) 6.51M -4.4M (-40.6%) 1.10% +0.144 pp 0.00% 0.000 pp USD4.12 -37.6% 3 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 2.39M +413.5K (+21.0%) 6.13M -3.7M (-37.6%) 1.03% +0.179 pp 0.00% 0.000 pp USD3.61 -28.8% 5 qtrs
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 2.01M -764.3K (-27.6%) 5.16M -8.6M (-62.6%) 0.87% -0.330 pp 0.00% -0.001 pp USD4.57 -43.8% 3 qtrs
7 JANE STREET GROUP, LLC 1.85M -486.6K (-20.8%) 4.76M -6.9M (-59.1%) 0.80% -0.210 pp 0.00% -0.001 pp USD4.72 -45.6% 5 qtrs
8 JUMP FINANCIAL, LLC 1.75M +1.8M (+100.0%) 4.51M +4.5M (+100.0%) 0.76% +0.758 pp 0.06% +0.055 pp USD2.57 +0.0% 1 qtrs NEW
9 VANGUARD GROUP INC 1.39M +414.6K (+42.6%) 3.57M -1.3M (-26.4%) 0.60% +0.179 pp 0.00% +0.000 pp USD3.38 -24.0% 3 qtrs
10 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 1.20M +700.0K (+140.0%) 3.08M +594.0K (+23.9%) 0.52% +0.303 pp 0.05% +0.012 pp USD3.57 -28.0% 2 qtrs
11 NORTHERN TRUST CORP 1.17M +71.1K (+6.5%) 3.01M -2.5M (-45.1%) 0.51% +0.031 pp 0.00% 0.000 pp USD3.19 -19.4% 4 qtrs
12 GOLDMAN SACHS GROUP INC 1.08M +834.0K (+340.5%) 2.77M +1.6M (+127.3%) 0.47% +0.360 pp 0.00% +0.000 pp USD3.10 -17.1% 3 qtrs
13 SQUAREPOINT OPS LLC 1.01M +717.4K (+241.3%) 2.61M +1.1M (+76.1%) 0.44% +0.310 pp 0.00% +0.001 pp USD3.28 -21.6% 4 qtrs
14 MORGAN STANLEY 731.2K +75.1K (+11.4%) 1.88M -1.4M (-42.5%) 0.32% +0.033 pp 0.00% 0.000 pp USD4.00 -35.8% 6 qtrs
15 NUVEEN, LLC 728.2K +523.4K (+255.6%) 1.87M +851.7K (+83.5%) 0.31% +0.226 pp 0.00% +0.000 pp USD2.94 -12.6% 3 qtrs
16 QUANTBOT TECHNOLOGIES LP 713.7K +713.7K (+100.0%) 1.83M +1.8M (+100.0%) 0.31% +0.308 pp 0.06% +0.061 pp USD2.57 +0.0% 1 qtrs NEW
17 UBS GROUP AG 635.3K +122.7K (+23.9%) 1.63M -920.0K (-36.0%) 0.27% +0.053 pp 0.00% 0.000 pp USD3.48 -26.1% 5 qtrs
18 LEGAL & GENERAL GROUP PLC 591.5K +575.4K (+3,588.4%) 1.52M +1.4M (+1,792.2%) 0.26% +0.249 pp 0.00% +0.000 pp USD2.60 -1.2% 3 qtrs
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 441.5K +75.1K (+20.5%) 1.13M -690.1K (-37.8%) 0.19% +0.032 pp 0.00% 0.000 pp USD3.59 -28.4% 3 qtrs
20 BANK OF NEW YORK MELLON CORP 393.3K +65.0K (+19.8%) 1.01M -624.3K (-38.2%) 0.17% +0.028 pp 0.00% 0.000 pp USD3.73 -31.1% 3 qtrs
21 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 365.8K +175.7K (+92.4%) 940.1K -6.7K (-0.7%) 0.16% +0.076 pp 0.23% -0.427 pp USD3.80 -32.4% 5 qtrs
22 BARCLAYS PLC 354.8K +354.8K (+8,870,825.0%) 911.9K +911.9K (+3,377,425.9%) 0.15% +0.153 pp 0.00% +0.000 pp USD2.57 +0.0% 3 qtrs
23 QUADRATURE CAPITAL LTD 347.3K +196.3K (+130.0%) 892.6K +137.6K (+18.2%) 0.15% +0.085 pp 0.01% +0.000 pp USD3.62 -29.0% 2 qtrs
24 CITADEL ADVISORS LLC 343.4K -66.7K (-16.3%) 882.5K -1.2M (-56.8%) 0.15% -0.029 pp 0.00% 0.000 pp USD4.58 -43.9% 4 qtrs
25 GROUP ONE TRADING, L.P. 338.8K -759.1K (-69.1%) 870.8K -4.6M (-84.1%) 0.15% -0.328 pp 0.00% -0.008 pp USD4.98 -48.4% 4 qtrs
26 264.9K +264.9K (+100.0%) 680.8K +680.8K (+100.0%) 0.11% +0.115 pp 0.51% +0.509 pp USD2.57 +0.0% 1 qtrs NEW
27 WALLEYE CAPITAL LLC 244.4K +244.4K (+100.0%) 628.1K +628.1K (+100.0%) 0.11% +0.106 pp 0.00% +0.002 pp USD2.57 +0.0% 1 qtrs NEW
28 WELLS FARGO & COMPANY/MN 238.9K +142.2K (+147.0%) 613.9K +132.3K (+27.5%) 0.10% +0.061 pp 0.00% +0.000 pp USD3.15 -18.4% 4 qtrs
29 ALPHACENTRIC ADVISORS LLC 225.0K +225.0K (+100.0%) 578.3K +578.3K (+100.0%) 0.10% +0.097 pp 0.58% +0.576 pp USD2.57 +0.0% 1 qtrs NEW
30 TUDOR INVESTMENT CORP ET AL 216.9K -33.7K (-13.4%) 557.4K -690.6K (-55.3%) 0.09% -0.015 pp 0.00% -0.001 pp USD4.98 -48.4% 2 qtrs
31 RHUMBLINE ADVISERS 185.6K +7.3K (+4.1%) 477.0K -410.8K (-46.3%) 0.08% +0.003 pp 0.00% 0.000 pp USD3.56 -27.8% 3 qtrs
32 XTX TOPCO LTD 178.9K -178.7K (-50.0%) 459.9K -1.3M (-74.2%) 0.08% -0.077 pp 0.01% -0.080 pp USD4.98 -48.4% 2 qtrs
33 BANK OF AMERICA CORP /DE/ 142.4K +12.6K (+9.7%) 365.9K -280.2K (-43.4%) 0.06% +0.006 pp 0.00% +0.000 pp USD4.08 -37.0% 3 qtrs
34 MARINER, LLC 142.2K +108.8K (+325.8%) 365.6K +199.2K (+119.7%) 0.06% +0.047 pp 0.00% +0.000 pp USD2.92 -12.0% 3 qtrs
35 TORNO CAPITAL, LLC 127.3K +127.3K (+100.0%) 327.2K +327.2K (+100.0%) 0.06% +0.055 pp 0.07% +0.073 pp USD2.57 +0.0% 1 qtrs NEW
36 RAYMOND JAMES FINANCIAL INC 126.6K +96.0K (+313.7%) 325.4K +173.0K (+113.5%) 0.05% +0.042 pp 0.00% +0.000 pp USD3.15 -18.4% 2 qtrs
37 SBI SECURITIES CO., LTD. 113.7K +83.1K (+271.4%) 292.3K +139.8K (+91.7%) 0.05% +0.036 pp 0.01% +0.004 pp USD2.53 +1.6% 5 qtrs
38 IMC-CHICAGO, LLC 111.7K +111.7K (+100.0%) 287.1K +287.1K (+100.0%) 0.05% +0.048 pp 0.00% +0.000 pp USD2.57 +0.0% 1 qtrs NEW
39 SIMPLEX TRADING, LLC 102.0K -136.3K (-57.2%) 261.7K -924.3K (-77.9%) 0.04% -0.059 pp 0.00% -0.001 pp USD4.36 -41.1% 4 qtrs
40 WALLEYE TRADING LLC 100.0K +100.0K (+100.0%) 257.0K +257.0K (+100.0%) 0.04% +0.043 pp 0.00% +0.000 pp USD2.57 +0.0% 1 qtrs NEW
41 MAN GROUP PLC 96.2K +96.2K (+100.0%) 247.2K +247.2K (+100.0%) 0.04% +0.042 pp 0.00% +0.000 pp USD2.57 +0.0% 4 qtrs
42 INVESCO LTD. 93.7K +16.1K (+20.8%) 240.9K -145.6K (-37.7%) 0.04% +0.007 pp 0.00% +0.000 pp USD3.60 -28.6% 3 qtrs
43 PRICE T ROWE ASSOCIATES INC /MD/ 88.5K +9.9K (+12.6%) 228.0K -164.0K (-41.8%) 0.04% +0.004 pp 0.00% +0.000 pp USD3.73 -31.1% 3 qtrs
44 LOS ANGELES CAPITAL MANAGEMENT LLC 54.9K +54.9K (+100.0%) 224.6K +224.6K (+100.0%) 0.02% +0.024 pp 0.00% +0.001 pp USD2.57 +0.0% 1 qtrs NEW
45 JPMORGAN CHASE & CO 83.5K -14.0K (-14.3%) 214.7K -270.8K (-55.8%) 0.04% -0.006 pp 0.00% +0.000 pp USD4.17 -38.4% 6 qtrs
46 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 83.3K +15.1K (+22.2%) 214.0K -125.3K (-36.9%) 0.04% +0.007 pp 0.00% 0.000 pp USD3.41 -24.6% 3 qtrs
47 ALLIANCEBERNSTEIN L.P. 78.6K -77.3K (-49.6%) 202.0K -574.4K (-74.0%) 0.03% -0.033 pp 0.00% 0.000 pp USD3.08 -16.6% 3 qtrs
48 METLIFE INVESTMENT MANAGEMENT, LLC 71.7K -14.9K (-17.2%) 184.3K -247.3K (-57.3%) 0.03% -0.007 pp 0.00% -0.001 pp USD3.71 -30.7% 3 qtrs
49 HSBC HOLDINGS PLC 67.2K +53.9K (+405.6%) 175.8K +111.6K (+173.7%) 0.03% +0.023 pp 0.00% +0.000 pp USD3.05 -15.7% 2 qtrs
50 SCHONFELD STRATEGIC ADVISORS LLC 64.5K +64.5K (+100.0%) 165.7K +165.7K (+100.0%) 0.03% +0.028 pp 0.00% +0.001 pp USD2.57 +0.0% 1 qtrs NEW
51 RAKUTEN GROUP, INC. 63.9K +63.9K (+100.0%) 164.3K +164.3K (+100.0%) 0.03% +0.028 pp 0.01% +0.007 pp USD2.57 +0.0% 1 qtrs NEW
52 ADVISOR GROUP HOLDINGS, INC. 55.6K -8.5K (-13.2%) 142.8K -177.2K (-55.4%) 0.02% -0.004 pp 0.00% 0.000 pp USD4.95 -48.1% 3 qtrs
53 INTECH INVESTMENT MANAGEMENT LLC 55.4K +28.4K (+105.5%) 142.3K +8.2K (+6.1%) 0.02% +0.012 pp 0.00% +0.000 pp USD2.82 -8.9% 3 qtrs
54 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 54.7K +14.6K (+36.5%) 140.6K -59.0K (-29.6%) 0.02% +0.006 pp 0.00% 0.000 pp USD3.64 -29.4% 3 qtrs
55 SRS CAPITAL ADVISORS, INC. 54.2K -36.7K (-40.4%) 139.2K -313.1K (-69.2%) 0.02% -0.016 pp 0.00% -0.002 pp USD3.13 -17.9% 3 qtrs
56 ARKADIOS WEALTH ADVISORS 52.0K +52.0K (+100.0%) 133.8K +133.8K (+100.0%) 0.02% +0.023 pp 0.00% +0.003 pp USD2.57 +0.0% 1 qtrs NEW
57 MANUFACTURERS LIFE INSURANCE COMPANY, THE 50.6K +5.2K (+11.4%) 130.1K -96.1K (-42.5%) 0.02% +0.002 pp 0.00% 0.000 pp USD3.56 -27.8% 3 qtrs
58 MILLENNIUM MANAGEMENT LLC 48.8K -40.9K (-45.6%) 125.4K -321.5K (-71.9%) 0.02% -0.018 pp 0.00% 0.000 pp USD2.20 +16.8% 4 qtrs
59 ENVESTNET ASSET MANAGEMENT INC 48.0K +8.8K (+22.5%) 123.4K -71.7K (-36.8%) 0.02% +0.004 pp 0.00% +0.000 pp USD4.54 -43.4% 2 qtrs
60 CITIGROUP INC 41.7K +35.5K (+578.2%) 107.2K +76.5K (+250.0%) 0.02% +0.015 pp 0.00% +0.000 pp USD2.65 -3.0% 3 qtrs
61 BNP PARIBAS ARBITRAGE, SNC 38.7K -1.0M (-96.3%) 99.4K -5.2M (-98.1%) 0.02% -0.439 pp 0.00% -0.003 pp USD4.97 -48.3% 3 qtrs
62 ENGINEERS GATE MANAGER LP 37.8K +5.6K (+17.4%) 97.2K -63.2K (-39.4%) 0.02% +0.002 pp 0.00% -0.001 pp USD4.62 -44.4% 2 qtrs
63 SIH PARTNERS, LLLP 37.5K +37.5K (+100.0%) 96.5K +96.5K (+100.0%) 0.02% +0.016 pp 0.00% +0.002 pp USD2.57 +0.0% 1 qtrs NEW
64 LPL FINANCIAL LLC 34.6K -3.0K (-8.0%) 88.8K -98.2K (-52.5%) 0.01% -0.001 pp 0.00% +0.000 pp USD4.30 -40.2% 3 qtrs
65 SUMMIT TRAIL ADVISORS, LLC 33.9K +— (+0.0%) 87.0K -81.6K (-48.4%) 0.01% +0.000 pp 0.00% -0.001 pp USD1.21 +112.4% 4 qtrs
66 GRAHAM CAPITAL MANAGEMENT, L.P. 33.2K +33.2K (+100.0%) 85.3K +85.3K (+100.0%) 0.01% +0.014 pp 0.00% +0.002 pp USD2.57 +0.0% 1 qtrs NEW
67 PROSHARE ADVISORS LLC 32.7K +7.6K (+30.3%) 84.0K -40.9K (-32.8%) 0.01% +0.003 pp 0.00% 0.000 pp USD3.34 -23.1% 3 qtrs
68 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26.9K +2.6K (+10.9%) 81.6K -70.5K (-46.3%) 0.01% +0.001 pp 0.00% 0.000 pp USD4.74 -45.8% 2 qtrs
69 VOYA INVESTMENT MANAGEMENT LLC 31.4K +5.2K (+19.6%) 80.8K -50.1K (-38.3%) 0.01% +0.002 pp 0.00% 0.000 pp USD3.06 -16.0% 3 qtrs
70 ATOM INVESTORS LP 31.4K +31.4K (+100.0%) 80.7K +80.7K (+100.0%) 0.01% +0.014 pp 0.01% +0.006 pp USD2.57 +0.0% 1 qtrs NEW
71 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 31.1K +4.6K (+17.3%) 80.0K -52.0K (-39.4%) 0.01% +0.002 pp 0.00% 0.000 pp USD4.63 -44.5% 2 qtrs
72 NEW YORK STATE COMMON RETIREMENT FUND 29.1K +— (+0.0%) 74.8K -70.1K (-48.4%) 0.01% +0.000 pp 0.00% 0.000 pp USD3.08 -16.6% 3 qtrs
73 RAFFERTY ASSET MANAGEMENT, LLC 25.0K +25.0K (+100.0%) 64.2K +64.2K (+100.0%) 0.01% +0.011 pp 0.00% +0.000 pp USD2.57 +0.0% 1 qtrs NEW
74 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 24.9K +3.8K (+18.3%) 64.0K -40.9K (-39.0%) 0.01% +0.002 pp 0.00% 0.000 pp USD3.20 -19.7% 3 qtrs
75 PRIVATE ADVISOR GROUP, LLC 20.6K -11.0K (-34.8%) 53.0K -104.5K (-66.3%) 0.01% -0.005 pp 0.00% -0.001 pp USD4.98 -48.4% 2 qtrs
76 AQR CAPITAL MANAGEMENT LLC 19.9K +19.9K (+100.0%) 51.1K +51.1K (+100.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD2.57 +0.0% 1 qtrs NEW
77 BALYASNY ASSET MANAGEMENT L.P. 19.6K +19.6K (+100.0%) 50.3K +50.3K (+100.0%) 0.01% +0.009 pp 0.00% +0.000 pp USD2.57 +0.0% 1 qtrs NEW
78 BOOTHBAY FUND MANAGEMENT, LLC 19.1K +— (+0.0%) 49.1K -46.1K (-48.4%) 0.01% +0.000 pp 0.00% -0.001 pp USD3.82 -32.7% 5 qtrs
79 CETERA INVESTMENT ADVISERS 17.8K +17.8K (+100.0%) 45.7K +45.7K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD2.57 +0.0% 1 qtrs NEW
80 CI PRIVATE WEALTH, LLC 16.5K +3.2K (+23.7%) 42.3K -24.0K (-36.2%) 0.01% +0.001 pp 0.00% +0.000 pp USD4.52 -43.1% 2 qtrs
81 NINE MASTS CAPITAL LTD 15.4K +15.4K (+100.0%) 39.6K +39.6K (+100.0%) 0.01% +0.007 pp 0.01% +0.007 pp USD2.57 +0.0% 1 qtrs NEW
82 VERITION FUND MANAGEMENT LLC 15.4K -16.4K (-51.6%) 39.6K -118.8K (-75.0%) 0.01% -0.007 pp 0.00% -0.001 pp USD3.15 -18.4% 4 qtrs
83 DIVERSIFIED TRUST CO 15.2K +— (+0.0%) 39.1K -36.6K (-48.4%) 0.01% +0.000 pp 0.00% -0.001 pp USD4.98 -48.4% 2 qtrs
84 MCADAM, LLC 15.1K +15.1K (+100.0%) 38.7K +38.7K (+100.0%) 0.01% +0.007 pp 0.00% +0.002 pp USD2.57 +0.0% 1 qtrs NEW
85 MILLINGTON FINANCIAL ADVISORS, LLC 14.2K +14.2K (+100.0%) 38.6K +38.6K (+100.0%) 0.01% +0.006 pp 0.02% +0.017 pp USD2.57 +0.0% 1 qtrs NEW
86 STATE OF WYOMING 14.6K +14.6K (+100.0%) 37.6K +37.6K (+100.0%) 0.01% +0.006 pp 0.00% +0.004 pp USD2.57 +0.0% 1 qtrs NEW
87 NATIONAL BANK OF CANADA /FI/ 14.5K -308.8K (-95.5%) 37.1K -1.6M (-97.7%) 0.01% -0.133 pp 0.00% -0.002 pp USD4.98 -48.4% 3 qtrs
88 XPONANCE, INC. 14.0K +2.5K (+21.9%) 36.0K -21.3K (-37.1%) 0.01% +0.001 pp 0.00% 0.000 pp USD4.55 -43.5% 2 qtrs
89 SEI INVESTMENTS CO 13.9K -8.3K (-37.4%) 35.6K -74.7K (-67.7%) 0.01% -0.004 pp 0.00% 0.000 pp USD4.98 -48.4% 2 qtrs
90 CLARO ADVISORS LLC 13.8K +13.8K (+100.0%) 35.6K +35.6K (+100.0%) 0.01% +0.006 pp 0.00% +0.005 pp USD2.57 +0.0% 1 qtrs NEW
91 FOREFRONT WEALTH MANAGEMENT INC. 13.8K -59.5K (-81.2%) 35.3K -329.2K (-90.3%) 0.01% -0.026 pp 0.03% -0.242 pp USD4.98 -48.4% 2 qtrs
92 COMMONWEALTH EQUITY SERVICES, LLC 13.7K +3.2K (+30.5%) 35.3K -16.7K (-32.1%) 0.01% +0.001 pp 0.00% +0.000 pp USD2.96 -13.2% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 7 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Themes Generative Artificial Intelligence ETF WISE 1.16% 339.9K 0.35%
2 Lazard US Systematic Small Cap Equity ETF SYZ 0.27% 143.8K 0.74%
3 Vanguard Russell 2000 Growth ETF VTWG 0.04% 614.6K 0.06%
4 Direxion Daily AI and Big Data Bull 2X ETF AIBU 0.03% 8.0K 1.05%
5 Vanguard Russell 2000 ETF VTWO 0.02% 3.32M 0.06%
6 Fidelity Nasdaq Composite Index ETF ONEQ 0.00% 281.3K 0.21%
7 Vanguard Russell 3000 ETF VTHR 0.00% 49.0K 0.06%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
3
Sells
0
Shares acquired
908.6K
Shares disposed
Cash buys
2.00
Cash sales
Net activity
+908,556
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
2027-09-30 Yao Arthur Officer Options (Right to Buy) 33,334 0.00 3.33 0 D
2026-05-13 Perry Stephen Director A-Award A Ordinary Shares 95,600 2.78 265.5K 874,526 D
2026-04-02 Wagner Daniel Maurice Director / Officer / 10% Owner P-Purchase A Ordinary Shares 539,637 4.00 2.16M 47,785,117 I
2026-03-18 Yao Arthur Officer Ordinary Shares 0 0.00 2,000,000 D
2026-03-18 Wright David (Sir) Director Ordinary Shares 0 0.00 245,343 D
2026-03-18 Wagner Daniel Maurice Director / Officer / 10% Owner Ordinary Shares 0 0.00 46,972,161 I
2026-03-18 Smith Derek B. Director Ordinary Shares 0 0.00 33,334 D
2026-03-18 Sharp Anthony Director Ordinary Shares 0 0.00 2,071,793 D
2026-03-18 Perry Stephen Director Ordinary Shares 0 0.00 128,530 I
2026-01-01 Wright David (Sir) Director Option (Right to Buy) 300,000 0.00 30.00 0 D
2026-01-01 Smith Derek B. Director Option (Right to Buy) 300,000 0.00 30.00 0 D
2026-01-01 Perry Stephen Director Options (Right to Buy) 300,000 0.00 30.00 0 D
2024-07-09 Wagner Daniel Maurice Director / Officer / 10% Owner Warrants to Purchase Ordinary Shares 250,000 8.00 2.00M 0 I
2024-07-09 Sharp Anthony Director Warrants to Purchase Ordinary Shares 15,850 8.00 126.8K 0 D
2024-07-09 Perry Stephen Director Warrants to Purchase Ordinary Shares 12,700 8.00 101.6K 0 D
2018-12-21 Wagner Daniel Maurice Director / Officer / 10% Owner Call Option (Obligation to Sell) 1,566,697 1.48 2.32M 0 I

Executive team

Top executives
EBIT / Employee
-44.5K
Shares Outstanding
267.43M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-15 4
2026-04-30 6-K
2026-04-29 6-K
2026-04-29 425
2026-04-23 SC 13D/A
2026-04-23 4
2026-04-15 6-K
2026-04-15 425
2026-04-14 6-K
2026-04-14 425

Executive team

NameTitleCompensationGender
Arthur Yao Chief Operating & Financial Officer male
Crispin Lowery Chief Revenue Officer male
Daniel Maurice Wagner Founder, Chief Executive Officer & Chairman male
Elizabeth Lachhar Senior Vice President of U.S. Sales
Howe Gu Senior Vice President of Partnerships & Ecosystem male
Mark Turner President of EMEA male
Peter Vesco President of Financial Services male
Salman Ahmad Chief Scientist
Sauvik Banerjjee Global President & Chief Digital Officer male
Urmee Khan Global Head of Communication female
ESG Rating
B
SOFTWARE - INFRASTRUCTURE
Rank: 58 out of 162
2025
E (Environmental)
65.4 / 65.1
Company / Sector avg.
S (Social)
66.8 / 63.5
Company / Sector avg.
G (Governance)
63.0 / 65.6
Company / Sector avg.
ESG Total
65.1 / 64.7
Company / Sector avg.
ESG Score History SOFTWARE - INFRASTRUCTURE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits