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Serve Robotics Inc. (SERV)

USD5.76 -0.07 (-1.12%)
US NASDAQ Industrials Industrial - Machinery
Address 730 Broadway Street 94063
Redwood City, CA, US
CEO Ali Kashani
IPO 2024-03-08
CIK 1832483 ISIN US81758H1068

Explore sections of this company profile

Description

Serve Robotics Inc. specializes in the development, deployment, and operation of autonomous, environmentally conscious robots. These advanced robotic systems are designed to provide efficient food delivery services to people in public spaces, exclusively within the United States. The company, which builds its own self-navigating delivery units, was established in 2017. Its headquarters are situated in Redwood City, California. Notably, the entity operated under the name Patricia Acquisition Corp. until July 2023, when it officially rebranded as Serve Robotics Inc.

News Sentiment (7d)
79 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
USD5.76 -0.07 (-1.12%)
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Volume Profile
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Liquidity & share structure
Average Volume
5M
Beta
2.26
Float Shares
50.59M
Free Float %
82.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.91% -6.94% +7.14% -4.94% -15.47% -14.74% +2.67% +66.35% +66.35% +66.35% +66.35%
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 (20 ratings, all time) Buy
Price Targets & DCF
Current price
5.76
Low 13.00 +125.9%
Consensus 16.33 +183.8%
Median 16.00 +178.0%
High 20.00 +247.5%
DCF (Unlevered) 0.66 -88.5%

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

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 8 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
13.00
+125.9%
Last Quarter 1
13.00
+125.9%
Last Year 5
18.40
+219.7%
All Time 6
19.17
+233.1%
Quality scores
Altman Z-Score
12.41
Safe zone
Piotroski F-Score
2 / 9
Weak
MOAT Score
0 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
    +46.3% Q1'26: +577.5% (vs Q1'25)
  • EPS growth Industrial - Machinery: +15.6%
    -52.3% Q1'26: -80.6% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    -4,212.8% Q1'26: -1,436.5% (vs Q1'25)
  • EBIT margin Industrial - Machinery: +10.0%
    -4,253.8% Q1'26: -1,735.3% (vs Q1'25)
  • ROIC Industrial - Machinery: +6.8%
    -92.0% Q1'26: -151.3% (vs Q1'25)
  • Share dilution Industrial - Machinery: +0.0%
    +69.9% Q1'26: +107.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    -0.05× Q1'26: -0.03× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.31) × ERP
WACC = 99% × Ke + 1% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 0.67 Current price: 5.76
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
5 EPS Ana.
Dec 2027
5 Rev. Ana.
4 EPS Ana.
Dec 2028
4 Rev. Ana.
4 EPS Ana.
Dec 2029
3 Rev. Ana.
2 EPS Ana.
Dec 2030
3 Rev. Ana.
2 EPS Ana.
Revenue
2.38B
est.
2.81B
est.
2.64B
est.
3.59B
est.
1.94B
est.
2.67B
est.
est: 2.84B (-100.0%)
107.8K
est: 2.12B (-100.0%)
207.5K
est: 2.20B (-100.0%)
1.81M
est: 1.90M (-4.4%)
2.65M
est: 2.51M (+5.7%)
26.11M
23.66M – 27.01M
+941.0% YoY
76.80M
69.63M – 89.93M
+194.2% YoY
133.41M
133.26M – 133.56M
+73.7% YoY
204.20M
181.36M – 231.99M
+53.1% YoY
322.67M
286.57M – 366.58M
+58.0% YoY
EBITDA
471.22M
est.
500.42M
est.
599.75M
est.
207.05M
est.
351.70M
est.
318.40M
est.
-21.62M
est: 352.07M (-106.1%)
-20.83M
est: 394.78M (-105.3%)
-17.39M
est: 462.32M (-103.8%)
-37.98M
est: -1.14M (-3,237.9%)
-104.56M
est: -1.50M (-6,849.2%)
-15.66M
-16.20M – -14.20M
-941.0% YoY
-46.08M
-53.96M – -41.78M
-194.2% YoY
-80.05M
-80.14M – -79.96M
-73.7% YoY
-122.52M
-139.19M – -108.82M
-53.1% YoY
-193.60M
-219.95M – -171.94M
-58.0% YoY
EBIT
446.73M
est.
538.53M
est.
538.21M
est.
282.26M
est.
280.23M
est.
240.43M
est.
-21.67M
est: 270.03M (-108.0%)
-21.22M
est: 306.19M (-106.9%)
-19.26M
est: 356.05M (-105.4%)
-38.29M
est: -1.14M (-3,265.1%)
-112.77M
est: -1.50M (-7,395.1%)
-15.66M
-16.20M – -14.20M
-941.0% YoY
-46.08M
-53.96M – -41.78M
-194.2% YoY
-80.05M
-80.14M – -79.96M
-73.7% YoY
-122.52M
-139.19M – -108.82M
-53.1% YoY
-193.60M
-219.95M – -171.94M
-58.0% YoY
Net Income
145.83M
est.
161.04M
est.
489.37M
est.
-58.20M
est.
124.41M
est.
63.79M
est.
-21.67M
est: 74.43M (-129.1%)
-21.86M
est: 88.33M (-124.7%)
-24.81M
est: 109.16M (-122.7%)
-39.19M
est: -55.27M (+29.1%)
-101.36M
est: -77.77M (-30.3%)
-188.48M
-195.58M – -87.27M
-142.4% YoY
-118.96M
-164.15M – -73.76M
+36.9% YoY
-160.75M
-175.59M – -77.47M
-35.1% YoY
-106.51M
-125.35M – -91.02M
+33.7% YoY
-91.56M
-107.76M – -78.24M
+14.0% YoY
SGA
659.02M
est.
770.86M
est.
771.05M
est.
577.15M
est.
580.97M
est.
688.90M
est.
2.61M
est: 744.87M (-99.7%)
4.31M
est: 814.37M (-99.5%)
5.22M
est: 930.20M (-99.4%)
10.61M
est: 33.04M (-67.9%)
40.02M
est: 43.69M (-8.4%)
454.81M
412.25M – 470.50M
+941.0% YoY
1.34B
1.21B – 1.57B
+194.2% YoY
2.32B
2.32B – 2.33B
+73.7% YoY
3.56B
3.16B – 4.04B
+53.1% YoY
5.62B
4.99B – 6.39B
+58.0% YoY
EPS
1.52
est.
2.10
est.
1.93
est.
2.27
est.
1.26
est.
1.15
est.
-0.58
est: 1.27 (-145.7%)
-0.59
est: 1.49 (-139.6%)
-0.67
est: 1.61 (-141.6%)
-1.07
est: -0.89 (-20.0%)
-1.63
est: -1.29 (-26.0%)
-2.38
-3.14 – -1.40
-83.6% YoY
-2.06
-2.64 – -1.18
+13.5% YoY
-1.94
-2.82 – -1.24
+5.4% YoY
-1.71
-2.01 – -1.46
+12.0% YoY
-1.47
-1.73 – -1.26
+14.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-06 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-05 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-05-04 C 2/5 2/5 1/5 1/5 3/5 1/5 3/5
2026-05-01 C 2/5 2/5 1/5 1/5 3/5 1/5 3/5
2026-04-30 C 2/5 2/5 1/5 1/5 3/5 1/5 3/5
2026-04-29 C 2/5 2/5 1/5 1/5 3/5 1/5 3/5
2026-04-28 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-04-27 C 2/5 1/5 1/5 1/5 3/5 1/5 3/5
2026-04-24 C 2/5 2/5 1/5 1/5 2/5 1/5 3/5
2026-04-23 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-22 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-21 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-20 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-17 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-16 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-89.60M
OE per share TTM
-1.39
Owner's Yield
-13.09%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
1,500.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
71
Total invested
39.31M
Insider transactions (90d)
1
Beneficial owners (>5%)
5
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 N. Tompkins 4.75M 95.00% 4.75M 4.75M IN 2022-02-14
2 Uber Technologies, Inc. 3.96M 16.20% 3.96M 3.96M CO 2023-08-09
3 NVIDIA Corporation 3.73M 10.00% 3.73M 3.73M CO Delaware 2024-07-18
4 Ali Kashani 2.36M 9.70% 2.25M 104.5K 2.25M 11.00 IN 2023-08-10
5 Ian Jacobs 250.0K 5.00% 250.0K 250.0K IN 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
71
-130 vs prev Q
New positions
16
Closed positions
135
Increased
46
Reduced
10
Put/Call ratio
0.00
Calls held
Puts held
150.0K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 168.7K +168.7K (+100.0%) 1.75B +1.8B (+100.0%) 0.29% +0.289 pp 0.69% +0.691 pp USD10.38 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 4.78M +1.1M (+29.2%) 49.60M +6.6M (+15.3%) 8.17% +1.743 pp 0.00% +0.000 pp USD11.09 -6.4% 6 qtrs
3 VANGUARD GROUP INC 3.61M +1.0M (+39.0%) 37.43M +7.3M (+24.0%) 6.17% +1.655 pp 0.00% +0.000 pp USD9.47 +9.6% 6 qtrs
4 UBER TECHNOLOGIES, INC 2.07M +— (+0.0%) 21.49M -2.6M (-10.7%) 3.54% -0.059 pp 0.51% +0.071 pp USD13.50 -23.1% 5 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 1.46M +328.4K (+29.1%) 15.14M +2.0M (+15.2%) 2.49% +0.530 pp 0.00% +0.000 pp USD10.21 +1.7% 7 qtrs
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.27M -605.3K (-32.2%) 13.23M -8.6M (-39.5%) 2.18% -1.089 pp 0.00% -0.001 pp USD11.87 -12.6% 6 qtrs
7 EXCHANGE TRADED CONCEPTS, LLC 1.25M +138.6K (+12.5%) 12.95M +52.0K (+0.4%) 2.13% +0.205 pp 0.10% -0.011 pp USD11.49 -9.7% 5 qtrs
8 STATE STREET CORP 1.25M +283.5K (+29.5%) 12.93M +1.7M (+15.6%) 2.13% +0.457 pp 0.00% +0.000 pp USD10.77 -3.6% 6 qtrs
9 FIRST TRUST ADVISORS LP 1.02M +262.3K (+34.5%) 10.61M +1.8M (+20.1%) 1.75% +0.427 pp 0.01% +0.001 pp USD11.31 -8.2% 2 qtrs
10 JANE STREET GROUP, LLC 879.7K -431.3K (-32.9%) 9.13M -6.1M (-40.1%) 1.50% -0.775 pp 0.00% -0.001 pp USD11.82 -12.2% 6 qtrs
11 LEGAL & GENERAL GROUP PLC 839.9K +88.1K (+11.7%) 8.86M +48.6K (+0.6%) 1.44% +0.129 pp 0.00% +0.000 pp USD11.38 -8.8% 5 qtrs
12 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 774.1K +30.4K (+4.1%) 7.99M -675.0K (-7.8%) 1.32% +0.031 pp 0.01% -0.002 pp USD7.36 +41.0% 5 qtrs
13 CAPITAL FUND MANAGEMENT S.A. 723.0K +242.7K (+50.5%) 7.50M +1.9M (+34.3%) 1.24% +0.401 pp 0.02% +0.006 pp USD7.30 +42.2% 4 qtrs
14 CAPTRUST FINANCIAL ADVISORS 707.0K +117.6K (+19.9%) 7.34M +483.5K (+7.1%) 1.21% +0.184 pp 0.01% +0.000 pp USD10.96 -5.3% 5 qtrs
15 NUVEEN, LLC 608.2K +203.2K (+50.2%) 6.31M +1.6M (+34.0%) 1.04% +0.336 pp 0.00% +0.000 pp USD11.18 -7.2% 3 qtrs
16 UBS GROUP AG 533.9K -163.7K (-23.5%) 5.54M -2.6M (-31.7%) 0.91% -0.300 pp 0.00% 0.000 pp USD7.80 +33.1% 5 qtrs
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 495.0K +93.5K (+23.3%) 5.14M +468.4K (+10.0%) 0.85% +0.148 pp 0.00% +0.000 pp USD11.37 -8.7% 5 qtrs
18 NORTHERN TRUST CORP 490.3K +114.8K (+30.6%) 5.09M +722.4K (+16.5%) 0.84% +0.186 pp 0.00% +0.000 pp USD10.66 -2.6% 7 qtrs
19 MORGAN STANLEY 430.9K -57.7K (-11.8%) 4.47M -1.2M (-21.3%) 0.74% -0.113 pp 0.00% 0.000 pp USD9.47 +9.6% 6 qtrs
20 CITADEL ADVISORS LLC 345.7K -318.4K (-47.9%) 3.59M -4.1M (-53.5%) 0.59% -0.563 pp 0.00% -0.001 pp USD11.40 -8.9% 6 qtrs
21 RAYMOND JAMES FINANCIAL INC 341.8K +29.0K (+9.3%) 3.55M -90.3K (-2.5%) 0.58% +0.041 pp 0.00% 0.000 pp USD11.97 -13.3% 5 qtrs
22 NATIONAL BANK OF CANADA /FI/ 308.9K +121.5K (+64.8%) 3.21M +1.0M (+47.1%) 0.53% +0.203 pp 0.00% +0.001 pp USD11.17 -7.1% 5 qtrs
23 WALLEYE TRADING LLC 278.9K +21.5K (+8.4%) 2.89M -98.6K (-3.3%) 0.48% +0.029 pp 0.00% 0.000 pp USD9.68 +7.2% 4 qtrs
24 GROUP ONE TRADING, L.P. 266.1K +10.0K (+3.9%) 2.76M -216.8K (-7.3%) 0.46% +0.010 pp 0.00% 0.000 pp USD10.72 -3.2% 6 qtrs
25 POINT72 ASSET MANAGEMENT, L.P. 264.5K +264.5K (+100.0%) 2.75M +2.7M (+100.0%) 0.45% +0.452 pp 0.00% +0.003 pp USD10.38 +0.0% 1 qtrs NEW
26 DNB ASSET MANAGEMENT AS 239.2K +153.4K (+178.9%) 2.48M +1.5M (+148.9%) 0.41% +0.260 pp 0.01% +0.005 pp USD10.51 -1.2% 6 qtrs
27 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 200.0K +200.0K (+100.0%) 2.08M +2.1M (+100.0%) 0.34% +0.342 pp 0.03% +0.033 pp USD10.38 +0.0% 1 qtrs NEW
28 PEAK6 LLC 196.0K -65.6K (-25.1%) 2.03M -1.0M (-33.1%) 0.34% -0.120 pp 0.00% -0.001 pp USD11.44 -9.3% 3 qtrs
29 COMMONWEALTH EQUITY SERVICES, LLC 174.2K +681.0 (+0.4%) 1.81M -210.0K (-10.4%) 0.30% -0.004 pp 0.00% 0.000 pp USD11.78 -11.9% 5 qtrs
30 MAIN MANAGEMENT ETF ADVISORS, LLC 166.8K +1.7K (+1.0%) 1.73M -189.0K (-9.8%) 0.29% -0.002 pp 0.06% -0.009 pp USD9.84 +5.5% 4 qtrs
31 GOLDMAN SACHS GROUP INC 152.6K -30.4K (-16.6%) 1.58M -544.4K (-25.6%) 0.26% -0.057 pp 0.00% 0.000 pp USD9.72 +6.8% 5 qtrs
32 LPL FINANCIAL LLC 152.5K +50.7K (+49.9%) 1.58M +399.5K (+33.8%) 0.26% +0.084 pp 0.00% +0.000 pp USD10.54 -1.5% 5 qtrs
33 BANK OF NEW YORK MELLON CORP 151.9K +24.6K (+19.3%) 1.58M +95.8K (+6.5%) 0.26% +0.038 pp 0.00% +0.000 pp USD11.28 -8.0% 3 qtrs
34 HEADLANDS TECHNOLOGIES LLC 143.7K +30.8K (+27.3%) 1.49M +178.4K (+13.6%) 0.25% +0.049 pp 0.12% +0.020 pp USD11.34 -8.5% 4 qtrs
35 WALLEYE CAPITAL LLC 143.2K +125.4K (+703.4%) 1.49M +1.3M (+617.1%) 0.24% +0.214 pp 0.00% +0.004 pp USD10.21 +1.7% 4 qtrs
36 UBS ASSET MANAGEMENT AMERICAS INC 139.7K +139.7K (+100.0%) 1.45M +1.4M (+100.0%) 0.24% +0.239 pp 0.00% +0.000 pp USD10.38 +0.0% 1 qtrs NEW
37 JUPITER ASSET MANAGEMENT LTD 137.5K +137.5K (+100.0%) 1.43M +1.4M (+100.0%) 0.24% +0.235 pp 0.01% +0.011 pp USD10.38 +0.0% 1 qtrs NEW
38 IMC-CHICAGO, LLC 130.6K +44.6K (+51.9%) 1.36M +355.5K (+35.6%) 0.22% +0.074 pp 0.00% +0.000 pp USD11.15 -6.9% 3 qtrs
39 D. E. SHAW & CO., INC. 114.9K -277.5K (-70.7%) 1.19M -3.4M (-73.9%) 0.20% -0.486 pp 0.00% -0.002 pp USD11.63 -10.7% 2 qtrs
40 TWO SIGMA INVESTMENTS, LP 112.6K -3.3K (-2.9%) 1.17M -179.7K (-13.3%) 0.19% -0.009 pp 0.00% 0.000 pp USD6.58 +57.8% 5 qtrs
41 SWISS NATIONAL BANK 112.0K +112.0K (+100.0%) 1.16M +1.2M (+100.0%) 0.19% +0.192 pp 0.00% +0.001 pp USD10.38 +0.0% 1 qtrs NEW
42 BANK OF AMERICA CORP /DE/ 108.8K -260.3K (-70.5%) 1.13M -3.2M (-73.7%) 0.19% -0.456 pp 0.00% 0.000 pp USD9.07 +14.4% 7 qtrs
43 HSBC HOLDINGS PLC 102.3K +102.3K (+100.0%) 1.06M +1.1M (+100.0%) 0.17% +0.175 pp 0.00% +0.001 pp USD10.38 +0.0% 1 qtrs NEW
44 BARCLAYS PLC 97.4K +30.8K (+46.3%) 1.01M +236.9K (+30.6%) 0.17% +0.051 pp 0.00% +0.000 pp USD10.50 -1.1% 4 qtrs
45 SIMPLEX TRADING, LLC 96.1K +59.3K (+161.4%) 997.6K +570.6K (+133.6%) 0.16% +0.100 pp 0.00% +0.000 pp USD10.85 -4.3% 3 qtrs
46 SCULPTOR CAPITAL LP 92.1K +— (+0.0%) 956.0K -115.1K (-10.7%) 0.16% -0.003 pp 0.01% -0.003 pp USD5.75 +80.5% 4 qtrs
47 WELLS FARGO & COMPANY/MN 85.0K +49.5K (+139.3%) 882.5K +469.3K (+113.6%) 0.15% +0.084 pp 0.00% +0.000 pp USD10.81 -4.0% 7 qtrs
48 SPHERA MANAGEMENT TECHNOLOGY FUNDS LTD 80.0K +80.0K (+100.0%) 830.4K +830.4K (+100.0%) 0.14% +0.137 pp 0.28% +0.283 pp USD10.38 +0.0% 1 qtrs NEW
49 VERITION FUND MANAGEMENT LLC 76.9K -50.6K (-39.7%) 798.7K -684.3K (-46.1%) 0.13% -0.090 pp 0.00% -0.003 pp USD9.29 +11.7% 4 qtrs
50 ALPHACENTRIC ADVISORS LLC 75.0K +75.0K (+100.0%) 778.5K +778.5K (+100.0%) 0.13% +0.128 pp 0.78% +0.776 pp USD10.38 +0.0% 1 qtrs NEW
51 RHUMBLINE ADVISERS 68.0K +2.9K (+4.4%) 705.4K -51.4K (-6.8%) 0.12% +0.003 pp 0.00% +0.000 pp USD11.40 -8.9% 3 qtrs
52 CAPTION MANAGEMENT, LLC 63.6K +63.6K (+100.0%) 660.2K +660.2K (+100.0%) 0.11% +0.109 pp 0.00% +0.005 pp USD10.38 +0.0% 1 qtrs NEW
53 CAMBRIA INVESTMENT MANAGEMENT, L.P. 59.6K -14.8K (-19.8%) 619.0K -246.2K (-28.5%) 0.10% -0.027 pp 0.04% -0.014 pp USD6.93 +49.8% 4 qtrs
54 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 57.7K -14.5K (-20.1%) 599.0K -240.0K (-28.6%) 0.10% -0.027 pp 0.00% -0.001 pp USD11.14 -6.8% 5 qtrs
55 DEUTSCHE BANK AG\ 55.8K +20.3K (+57.2%) 579.6K +166.5K (+40.3%) 0.10% +0.034 pp 0.00% +0.000 pp USD11.07 -6.2% 3 qtrs
56 ALLIANCEBERNSTEIN L.P. 55.2K +34.1K (+161.6%) 573.0K +327.6K (+133.5%) 0.09% +0.058 pp 0.00% +0.000 pp USD10.86 -4.4% 2 qtrs
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 54.9K +52.0K (+1,775.7%) 569.9K +535.8K (+1,574.1%) 0.09% +0.089 pp 0.00% +0.001 pp USD10.13 +2.5% 4 qtrs
58 SCIENTECH RESEARCH LLC 54.1K +54.1K (+100.0%) 561.5K +561.5K (+100.0%) 0.09% +0.093 pp 0.35% +0.353 pp USD10.38 +0.0% 1 qtrs NEW
59 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 52.9K +44.4K (+527.1%) 548.8K +450.8K (+459.7%) 0.09% +0.076 pp 0.13% +0.066 pp USD10.32 +0.6% 4 qtrs
60 PFG INVESTMENTS, LLC 50.8K +6.8K (+15.4%) 527.0K +15.3K (+3.0%) 0.09% +0.010 pp 0.02% -0.002 pp USD5.31 +95.5% 7 qtrs
61 ADVISORY SERVICES NETWORK, LLC 47.1K +658.0 (+1.4%) 489.0K -51.2K (-9.5%) 0.08% 0.000 pp 0.01% -0.001 pp USD11.44 -9.3% 3 qtrs
62 INSPIRE INVESTING, LLC 45.1K +5.3K (+13.3%) 468.5K +5.3K (+1.2%) 0.08% +0.008 pp 0.04% -0.003 pp USD11.48 -9.6% 2 qtrs
63 AMERICAN CENTURY COMPANIES INC 45.0K +18.9K (+72.5%) 466.8K +163.7K (+54.0%) 0.08% +0.032 pp 0.00% +0.000 pp USD11.06 -6.1% 3 qtrs
64 JPMORGAN CHASE & CO 44.6K +6.2K (+16.1%) 463.1K +16.2K (+3.6%) 0.08% +0.010 pp 0.00% +0.000 pp USD10.40 -0.2% 7 qtrs
65 HARBOUR CAPITAL ADVISORS, LLC 38.8K -6.7K (-14.8%) 459.1K -188.8K (-29.1%) 0.07% -0.013 pp 0.09% -0.039 pp USD10.76 -3.5% 6 qtrs
66 PRICE T ROWE ASSOCIATES INC /MD/ 44.1K +19.3K (+77.7%) 458.0K +169.0K (+58.5%) 0.08% +0.032 pp 0.00% +0.000 pp USD10.98 -5.5% 3 qtrs
67 ROYAL BANK OF CANADA 40.6K +7.8K (+23.6%) 421.0K +38.0K (+9.9%) 0.07% +0.012 pp 0.00% +0.000 pp USD7.19 +44.4% 6 qtrs
68 HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 39.6K -115.0 (-0.3%) 411.2K -50.9K (-11.0%) 0.07% -0.001 pp 0.03% -0.003 pp USD11.63 -10.7% 2 qtrs
69 WHITE PINE CAPITAL LLC 38.6K +21.5K (+125.6%) 400.3K +201.6K (+101.4%) 0.07% +0.036 pp 0.11% +0.053 pp USD10.93 -5.0% 2 qtrs
70 INVESCO LTD. 35.4K +10.7K (+43.1%) 367.8K +79.9K (+27.8%) 0.06% +0.018 pp 0.00% +0.000 pp USD11.12 -6.7% 3 qtrs
71 METLIFE INVESTMENT MANAGEMENT, LLC 35.4K +6.5K (+22.4%) 367.4K +31.2K (+9.3%) 0.06% +0.010 pp 0.00% +0.000 pp USD11.25 -7.7% 3 qtrs
72 ADVISOR GROUP HOLDINGS, INC. 34.0K +12.9K (+61.4%) 352.6K +115.4K (+48.7%) 0.06% +0.022 pp 0.00% +0.000 pp USD8.91 +16.5% 7 qtrs
73 CITIGROUP INC 33.3K +19.1K (+135.4%) 345.2K +180.9K (+110.1%) 0.06% +0.032 pp 0.00% +0.000 pp USD10.19 +1.9% 6 qtrs
74 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 31.7K +31.7K (+100.0%) 329.4K +329.4K (+100.0%) 0.05% +0.054 pp 0.00% +0.001 pp USD10.38 +0.0% 1 qtrs NEW
75 WCG WEALTH ADVISORS LLC 30.6K +30.6K (+100.0%) 317.2K +317.2K (+100.0%) 0.05% +0.052 pp 0.01% +0.009 pp USD10.38 +0.0% 1 qtrs NEW
76 IFP ADVISORS, INC 29.8K +29.8K (+100.0%) 309.4K +309.4K (+100.0%) 0.05% +0.051 pp 0.01% +0.007 pp USD10.38 +0.0% 4 qtrs
77 VONTOBEL HOLDING LTD. 29.3K +6.9K (+30.9%) 304.6K +43.8K (+16.8%) 0.05% +0.011 pp 0.00% +0.000 pp USD11.20 -7.3% 3 qtrs
78 JANUS HENDERSON GROUP PLC 28.4K +28.4K (+100.0%) 294.9K +294.9K (+100.0%) 0.05% +0.049 pp 0.00% +0.000 pp USD10.38 +0.0% 1 qtrs NEW
79 WEDBUSH SECURITIES INC 26.9K +6.7K (+33.1%) 279.0K +44.0K (+18.7%) 0.05% +0.011 pp 0.01% +0.001 pp USD11.32 -8.3% 2 qtrs
80 BREVAN HOWARD CAPITAL MANAGEMENT LP 25.8K +2.9K (+12.6%) 268.1K +1.4K (+0.5%) 0.04% +0.004 pp 0.00% +0.002 pp USD9.03 +15.0% 4 qtrs
81 THOROUGHBRED FINANCIAL SERVICES, LLC 24.3K +— (+0.0%) 251.0K -31.0K (-11.0%) 0.04% -0.001 pp 0.01% -0.003 pp USD11.46 -9.4% 3 qtrs
82 AQUATIC CAPITAL MANAGEMENT LLC 24.1K +24.1K (+100.0%) 249.9K +249.9K (+100.0%) 0.04% +0.041 pp 0.01% +0.007 pp USD10.38 +0.0% 1 qtrs NEW
83 POLEN CAPITAL MANAGEMENT LLC 21.8K +21.8K (+100.0%) 226.6K +226.6K (+100.0%) 0.04% +0.037 pp 0.00% +0.001 pp USD10.38 +0.0% 1 qtrs NEW
84 AXQ CAPITAL, LP 21.6K +21.6K (+100.0%) 223.8K +223.8K (+100.0%) 0.04% +0.037 pp 0.05% +0.051 pp USD10.38 +0.0% 1 qtrs NEW
85 ENVESTNET ASSET MANAGEMENT INC 20.2K +8.3K (+70.0%) 209.2K +71.3K (+51.7%) 0.03% +0.014 pp 0.00% +0.000 pp USD11.12 -6.7% 2 qtrs
86 SHAY CAPITAL LLC 20.0K +20.0K (+100.0%) 207.6K +207.6K (+100.0%) 0.03% +0.034 pp 0.02% +0.021 pp USD10.38 +0.0% 1 qtrs NEW
87 QUANTBOT TECHNOLOGIES LP 19.7K +19.7K (+100.0%) 204.1K +204.1K (+100.0%) 0.03% +0.034 pp 0.01% +0.007 pp USD10.38 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 79 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Themes Humanoid Robotics ETF BOTT 2.36% 1.53M 0.35%
2 First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT 0.95% 6.97M 0.65%
3 State Street SPDR S&P Kensho Smart Mobility ETF HAIL 0.80% 162.7K 0.45%
4 Global X Robo Global Robotics and Automation ETF ROBO.AX 0.46% 980.4K 0.69%
5 iShares Self-Driving EV and Tech ETF IDRV 0.22% 280.2K 0.48%
6 State Street SPDR S&P Kensho New Economies Composite ETF KOMP 0.20% 5.49M 0.20%
7 Inspire Small/Mid Cap ETF ISMD 0.18% 593.8K 0.53%
8 Global X - Robotics & Artificial Intelligence UCITS ETF BOTZ.L 0.13% 210.0K 0.50%
9 Global X - Robotics & Artificial Intelligence UCITS ETF BOTG.L 0.13% 34.2K 0.50%
10 Global X - Robotics & Artificial Intelligence ETF BOTZ 0.10% 3.31M 0.68%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
3
Shares acquired
Shares disposed
18.6K
Cash buys
Cash sales
3.00
Net activity
-18,602
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 Read Brian Officer S-Sale D Common Stock 1,179 9.29 11.0K 321,558 D
2026-04-08 Read Brian Officer S-Sale D Common Stock 200 8.62 1.7K 322,737 D
2026-04-08 Parang Touraj Director / Officer S-Sale D Common Stock 3,861 8.62 33.3K 1,312,344 D
2026-04-08 Kashani Ali Director / Officer S-Sale D Common Stock 14,541 8.62 125.3K 3,320,373 D
2026-03-31 Read Brian Officer S-Sale D Common Stock 1,263 8.03 10.1K 322,937 D
2026-03-13 Armenta Anthony Officer S-Sale D Common Stock 3,567 9.82 35.0K 540,919 D
2026-03-06 Dunn Evan Officer S-Sale D Common Stock 538 9.44 5.1K 202,294 D
2026-03-03 Read Brian Officer S-Sale D Common Stock 1,268 9.61 12.2K 324,403 D
2026-02-13 Armenta Anthony Officer S-Sale D Common Stock 3,432 9.38 32.2K 544,486 D
2026-02-11 Read Brian Officer S-Sale D Common Stock 185 10.17 1.9K 325,671 D
2026-02-11 Parang Touraj Director / Officer S-Sale D Common Stock 3,558 10.17 36.2K 1,320,127 D
2026-02-11 Kashani Ali Director / Officer S-Sale D Common Stock 9,259 10.17 94.2K 3,348,414 D
2026-02-11 Abraham Euan Officer S-Sale D Common Stock 1,375 10.17 14.0K 237,037 D
2026-02-06 Dunn Evan Officer S-Sale D Common Stock 688 9.56 6.6K 202,832 D
2026-02-04 Read Brian Officer S-Sale D Common Stock 3,185 10.33 32.9K 325,856 D
2026-02-04 Parang Touraj Director / Officer S-Sale D Common Stock 5,998 10.33 62.0K 1,323,685 D
2026-02-04 Kashani Ali Director / Officer S-Sale D Common Stock 8,101 10.33 83.7K 3,357,673 D
2026-02-04 Dunn Evan Officer S-Sale D Common Stock 2,700 10.33 27.9K 203,520 D
2026-02-04 Armenta Anthony Officer S-Sale D Common Stock 3,223 10.33 33.3K 547,918 D
2026-02-04 Abraham Euan Officer S-Sale D Common Stock 3,284 10.33 33.9K 238,412 D
2026-02-03 Read Brian Officer S-Sale D Common Stock 1,547 10.83 16.8K 329,041 D
2026-01-13 Armenta Anthony Officer S-Sale D Common Stock 3,893 14.27 55.6K 551,141 D
2026-01-08 Read Brian Officer S-Sale D Common Stock 220 14.30 3.1K 335,116 D
2026-01-08 Parang Touraj Director / Officer S-Sale D Common Stock 4,008 14.30 57.3K 1,329,683 D
2026-01-08 Kashani Ali Director / Officer S-Sale D Common Stock 9,088 14.30 130.0K 3,365,774 D
2026-01-08 Abraham Euan Officer S-Sale D Common Stock 1,171 14.30 16.7K 241,696 D
2026-01-06 Dunn Evan Officer S-Sale D Common Stock 598 12.81 7.7K 206,220 D
2025-12-31 Read Brian Officer S-Sale D Common Stock 1,863 10.37 19.3K 335,336 D
2025-12-15 Armenta Anthony Officer S-Sale D Common Stock 5,003 11.96 59.8K 555,034 D
2025-12-12 Read Brian Officer S-Sale D Common Stock 6,700 13.15 88.1K 337,199 D
2025-12-12 Parang Touraj Director / Officer S-Sale D Common Stock 5,000 13.07 65.4K 1,333,691 D
2025-12-11 Read Brian Officer S-Sale D Common Stock 371 11.87 4.4K 343,899 D
2025-12-11 Parang Touraj Director / Officer S-Sale D Common Stock 6,300 11.87 74.8K 1,338,691 D
2025-12-11 Kashani Ali Director / Officer S-Sale D Common Stock 16,730 11.87 198.6K 3,374,862 D
2025-12-11 Abraham Euan Officer S-Sale D Common Stock 1,917 11.87 22.8K 242,867 D
2025-12-08 Dunn Evan Officer S-Sale D Common Stock 504 13.42 6.8K 206,818 D
2025-12-04 Read Brian Officer S-Sale D Common Stock 7,500 13.05 97.9K 344,270 D
2025-12-02 Read Brian Officer S-Sale D Common Stock 2,057 9.82 20.2K 351,770 D
2025-11-14 Armenta Anthony Officer S-Sale D Common Stock 49,082 9.32 457.3K 560,037 D
2025-11-06 Parang Touraj Director / Officer S-Sale D Common Stock 6,100 10.74 65.5K 1,344,991 D
2025-11-06 Kashani Ali Director / Officer S-Sale D Common Stock 16,170 10.78 174.3K 3,391,592 D
2025-11-06 Abraham Euan Officer S-Sale D Common Stock 1,840 10.80 19.9K 244,784 D
2025-11-05 Parang Touraj Director / Officer S-Sale D Common Stock 9,500 11.78 111.9K 1,351,091 D
2025-11-05 Kashani Ali Director / Officer S-Sale D Common Stock 13,310 11.63 154.8K 3,407,762 D
2025-11-05 Dunn Evan Officer S-Sale D Common Stock 2,987 11.62 34.7K 207,322 D
2025-11-05 Armenta Anthony Officer S-Sale D Common Stock 3,545 11.63 41.2K 609,119 D
2025-11-05 Abraham Euan Officer S-Sale D Common Stock 3,915 11.69 45.8K 246,624 D
2025-10-30 Read Brian Officer S-Sale D Common Stock 1,270 13.32 16.9K 353,827 D
2025-10-15 Abraham Euan Officer M-Exempt A Common Stock 25,000 0.49 12.1K 275,539 D
2025-10-07 Read Brian Officer S-Sale D Common Stock 176 15.29 2.7K 355,097 D
2025-10-07 Parang Touraj Director / Officer S-Sale D Common Stock 4,825 15.25 73.6K 1,360,591 D
2025-10-07 Kashani Ali Director / Officer S-Sale D Common Stock 12,930 15.08 195.0K 3,421,072 D
2025-10-07 Dunn Evan Officer S-Sale D Common Stock 5,458 15.01 81.9K 225,309 D
2025-10-07 Abraham Euan Officer S-Sale D Common Stock 1,480 15.19 22.5K 250,539 D
2025-09-30 Read Brian Officer S-Sale D Common Stock 1,225 11.70 14.3K 355,273 D
2025-09-24 Goldberg David Michael Director S-Sale D Common Stock 5,000 13.58 67.9K 45,725 D
2025-09-19 Abraham Euan Officer S-Sale D Common Stock 25,000 14.99 374.8K 227,019 D
2025-09-18 Read Brian Officer S-Sale D Common Stock 3,941 12.70 50.1K 356,498 D
2025-09-18 Abraham Euan Officer S-Sale D Common Stock 8,433 12.38 104.4K 252,019 D
2025-09-11 Read Brian Officer S-Sale D Common Stock 4,319 11.54 49.8K 360,439 D
2025-09-08 Read Brian Officer S-Sale D Common Stock 2,380 10.39 24.7K 369,553 D
2025-09-08 Parang Touraj Director / Officer S-Sale D Common Stock 53,690 10.35 555.7K 1,365,416 D
2025-09-08 Kashani Ali Director / Officer S-Sale D Common Stock 164,735 10.33 1.70M 3,434,002 D
2025-09-08 Abraham Euan Officer S-Sale D Common Stock 12,603 10.60 133.6K 260,452 D
2025-09-02 Read Brian Officer S-Sale D Common Stock 1,330 10.18 13.5K 371,933 D
2025-08-28 Vincent Olivier Director M-Exempt A Common Stock 8,000 3.11 24.9K 29,928 D
2025-08-25 Read Brian Officer S-Sale D Common Stock 10,216 9.82 100.3K 373,263 D
2025-08-25 Dunn Evan Officer S-Sale D Common Stock 5,000 10.01 50.1K 230,767 D
2025-08-18 Read Brian Officer S-Sale D Common Stock 10,195 9.82 100.1K 383,479 D
2025-08-05 Read Brian Officer S-Sale D Common Stock 2,592 10.64 27.6K 393,674 D
2025-08-05 Parang Touraj Director / Officer S-Sale D Common Stock 5,565 10.64 59.2K 1,419,106 D
2025-08-05 Kashani Ali Director / Officer S-Sale D Common Stock 7,467 10.74 80.2K 3,598,737 D
2025-08-05 Dunn Evan Officer S-Sale D Common Stock 2,015 10.68 21.5K 235,767 D
2025-08-05 Armenta Anthony Officer S-Sale D Common Stock 2,915 10.68 31.1K 612,664 D
2025-08-05 Abraham Euan Officer S-Sale D Common Stock 2,130 10.64 22.7K 273,055 D
2025-07-30 Read Brian Officer S-Sale D Common Stock 1,212 10.46 12.7K 396,266 D
2025-07-22 Read Brian Officer A-Award A Common Stock 181,064 0.00 397,478 D
2025-07-22 Parang Touraj Director / Officer A-Award A Common Stock 264,022 0.00 1,424,671 D
2025-07-22 Kashani Ali Director / Officer A-Award A Common Stock 382,777 0.00 3,606,204 D
2025-07-22 Dunn Evan Officer A-Award A Common Stock 137,782 0.00 237,782 D
2025-07-22 Armenta Anthony Officer A-Award A Common Stock 138,864 0.00 615,579 D
2025-07-22 Abraham Euan Officer A-Award A Common Stock 126,330 0.00 275,185 D
2025-07-01 Read Brian Officer S-Sale D Common Stock 1,291 10.83 14.0K 216,414 D
2025-06-23 Vincent Olivier Director A-Award A Common Stock 20,000 0.00 29,928 D
2025-06-23 Sarafan Lily Director A-Award A Common Stock 20,000 0.00 58,402 D
2025-06-23 Goldberg David Michael Director A-Award A Common Stock 20,000 0.00 61,425 D
2025-06-09 Read Brian Officer S-Sale D Common Stock 2,000 12.59 25.2K 217,705 D
2025-05-30 Read Brian Officer S-Sale D Common Stock 1,295 11.57 15.0K 219,705 D
2025-05-27 Read Brian Officer S-Sale D Common Stock 3,000 12.15 36.5K 221,000 D
2025-05-22 Read Brian Officer S-Sale D Common Stock 1,000 11.52 11.5K 224,000 D
2025-05-13 Read Brian Officer S-Sale D Common Stock 8,900 8.95 79.7K 225,000 D
2025-05-09 Read Brian Officer S-Sale D Common Stock 1,000 8.20 8.2K 239,900 D
2025-05-07 Parang Touraj Director / Officer S-Sale D Common Stock 450 6.14 2.8K 1,160,649 D
2025-05-07 Kashani Ali Director / Officer S-Sale D Common Stock 1,700 6.15 10.5K 3,223,427 D
2025-05-07 Abraham Euan Officer S-Sale D Common Stock 315 6.18 1.9K 148,855 D
2025-05-02 Read Brian Officer S-Sale D Common Stock 29,100 7.06 205.4K 240,900 D
2025-04-08 Parang Touraj Director / Officer S-Sale D Common Stock 445 5.71 2.5K 1,161,099 D
2025-04-08 Kashani Ali Director / Officer S-Sale D Common Stock 1,670 5.71 9.5K 3,225,127 D
2025-04-08 Abraham Euan Officer S-Sale D Common Stock 308 5.74 1.8K 149,170 D
2024-04-22 NVIDIA CORP 10% Owner J-Other A Common Stock 1,050,129 2.42 2.54M 3,727,033
2023-07-31 NVIDIA CORP 10% Owner P-Purchase A Common Stock 62,500 4.00 250.0K 2,676,904
2020-09-15 Ponton Brett Officer A-Award A Employee Stock Options 22,142 40.67 900.5K 22,142
2020-05-26 TOMKINS MARK E Director A-Award A Common Stock 4,120 0.00 23,518
2020-05-26 Sedita Stephen J Director A-Award A Common Stock 4,120 0.00 24,373
2020-05-26 Goldman Laurie Ann Director A-Award A Common Stock 4,120 0.00 13,863
2020-05-26 Caplan Deborah H Director A-Award A Common Stock 4,120 0.00 7,867
2020-03-11 Caplan Deborah H Director P-Purchase A Common Stock 2,000 33.33 66.7K 3,747
2020-03-09 TOMKINS MARK E Director P-Purchase A Common Stock 1,000 33.66 33.7K 19,398
2020-03-06 Sedita Stephen J Director P-Purchase A Common Stock 1,000 35.35 35.4K 20,253
2020-03-05 TOMKINS MARK E Director P-Purchase A Common Stock 1,000 35.71 35.7K 18,398
2020-03-04 Dastidar Pratip Officer A-Award A Employee Stock Options 10,616 36.35 385.9K 10,616
2020-02-18 Dastidar Pratip Officer M-Exempt A Common Stock 708 0.00 10,188
2019-12-20 Dastidar Pratip Officer F-InKind D Common Stock 1,472 38.19 56.2K 6,333
2019-12-19 Dastidar Pratip Officer M-Exempt A Restricted Stock Units 3,764 0.00 3,764
2019-07-26 Caplan Deborah H Director A-Award A Common Stock 1,747 0.00 1,747
2019-06-12 TOMKINS MARK E Director S-Sale D Common Stock 2,444 53.94 131.8K 17,398
2019-05-10 Wegner Mary Kay Officer M-Exempt D Employee Stock Options (Right To Buy) 21,015 26.01 546.6K 21,015
2019-04-30 TOMKINS MARK E Director A-Award A Common Stock 2,444 0.00 19,842
2019-04-30 Sedita Stephen J Director A-Award A Common Stock 2,444 0.00 19,253
2019-04-30 Goldman Laurie Ann Director A-Award A Common Stock 2,444 0.00 9,743
2019-02-19 Wegner Mary Kay Officer F-InKind D Common Stock 1,070 39.75 42.5K 11,627
2019-02-19 Dastidar Pratip Officer F-InKind D Common Stock 1,355 39.79 53.9K 4,041
2019-02-18 Wegner Mary Kay Officer M-Exempt D Restricted Stock Units 2,436 0.00 4,872
2019-02-18 Dastidar Pratip Officer M-Exempt D Restricted Stock Units 3,148 0.00 6,295
2018-12-20 Dastidar Pratip Officer F-InKind D Common Stock 1,516 36.58 55.5K 2,248
2018-12-19 Dastidar Pratip Officer M-Exempt D Restricted Stock Untis 3,764 0.00 7,528
2018-11-29 Wegner Mary Kay Officer M-Exempt A Common Stock 2,151 0.00 11,100
2018-10-23 Dastidar Pratip Officer D Employee Stock Options (Right to Buy) 29,056 37.07 1.08M 0
2018-10-01 Wegner Mary Kay Officer F-InKind D Common Stock 4,114 40.55 166.8K 8,949
2018-10-01 Hunsberger Susan Officer M-Exempt A Common Stock 11,084 0.00 11,084
2018-05-18 Hunsberger Susan Officer M-Exempt A Common Stock 5,691 0.00 61,716
2018-05-03 Haynes Timothy M Officer M-Exempt D Employee Stock Option (Right to Buy) 4,375 11.43 50.0K 0
2018-04-24 TOMKINS MARK E Director A-Award A Common Stock 4,316 0.00 17,398
2018-04-24 Sedita Stephen J Director A-Award A Common Stock 2,354 0.00 15,687
2018-04-24 Goldman Laurie Ann Director A-Award A Common Stock 2,354 0.00 7,299
2018-04-24 FOX RICHARD P Director A-Award A Common Stock 2,354 0.00 15,687
2018-04-24 Cella Peter L. Director A-Award A Common Stock 2,354 0.00 5,763
2018-04-24 COBB WILLIAM C Director A-Award A Common Stock 2,354 0.00 2,458
2018-04-09 COBB WILLIAM C Director 0 0.00 0
2018-02-26 Wegner Mary Kay Officer F-InKind D Common Stock 2,013 54.78 110.3K 2,987
2018-02-26 Haynes Timothy M Officer F-InKind D Common Stock 2,008 54.83 110.1K 21,733
2018-02-24 Wegner Mary Kay Officer M-Exempt A Common Stock 5,000 0.00 5,000
2018-02-24 Haynes Timothy M Officer M-Exempt A Common Stock 5,000 0.00 23,741
2018-02-18 Wegner Mary Kay Officer J-Other A Employee Stock Options (Right To Buy) 33,248 37.07 1.23M 33,248
2018-02-18 Haynes Timothy M Officer A-Award A Employee Stock Options (Right To Buy) 22,485 54.74 1.23M 22,485
2018-01-02 Wick Martin Officer F-InKind D Common Stock 1,080 50.83 54.9K 7,723
2017-12-31 Wick Martin Officer M-Exempt A Common Stock 2,548 0.00 8,803
2017-12-08 Wegner Mary Kay Officer S-Sale D Common Stock 1,256 50.29 63.2K 0
2017-11-29 Wick Martin Officer M-Exempt D Restricted Stock Units 2,152 0.00 4,302
2017-11-29 Wegner Mary Kay Officer M-Exempt A Common Stock 2,152 0.00 2,152
2017-11-02 Wegner Mary Kay Officer M-Exempt A Common Stock 6,562 0.00 6,562
2017-09-22 Wick Martin Officer M-Exempt D Restricted Stock Units 967 0.00 966
2017-09-22 Haynes Timothy M Officer M-Exempt D Restricted Stock Units 2,417 0.00 2,416
2017-08-25 Haynes Timothy M Officer M-Exempt A Common Stock 5,000 0.00 22,335
2017-08-08 Wegner Mary Kay Officer M-Exempt D Employee Stock Options (right to buy) 1,750 11.43 20.0K 0
2017-08-02 Wick Martin Officer M-Exempt A Common Stock 15,000 0.00 49,472
2017-08-02 Hunsberger Susan Officer S-Sale D Common Stock 20,000 43.78 875.5K 8,313
2017-08-02 Haynes Timothy M Officer M-Exempt A Common Stock 13,125 0.00 42,958
2017-08-02 GILLETTE ROBERT J Director / Officer M-Exempt A Common Stock 515,625 0.00 1,157,647
2017-07-26 Wick Martin Officer A-Award A Restricted Stock Units 19,678 0.00 19,678
2017-07-26 Wegner Mary Kay Officer A-Award A Restricted Stock Units 10,076 0.00 10,076
2017-07-26 Hunsberger Susan Officer A-Award A Restricted Stock Units 11,084 0.00 11,084
2017-07-26 Haynes Timothy M Officer A-Award A Restricted Stock Units 20,152 0.00 20,152
2017-04-25 TOMKINS MARK E Director A-Award A Common Stock 5,225 0.00 13,082
2017-04-25 Sedita Stephen J Director A-Award A Common Stock 2,850 0.00 13,333
2017-04-25 Goldman Laurie Ann Director A-Award A Common Stock 2,850 0.00 6,462
2017-04-25 FOX RICHARD P Director A-Award A Common Stock 2,850 0.00 13,333
2017-04-25 DEVARD JERRI Director A-Award A Common Stock 2,850 0.00 4,820
2017-04-25 Cella Peter L. Director A-Award A Common Stock 2,850 0.00 3,409
2017-03-10 Haynes Timothy M Officer S-Sale D Common Stock 6,265 40.15 251.5K 17,335
2017-03-08 Hunsberger Susan Officer S-Sale D Common Stock 16,666 40.05 667.4K 28,313
2017-03-01 GILLETTE ROBERT J Director / Officer A-Award A Employee Stock Options (Right To Buy) 140,923 39.83 5.61M 140,923
2017-02-27 Wick Martin Officer F-InKind D Common Stock 971 40.05 38.9K 16,972
2017-02-27 Wegner Mary Kay Officer S-Sale D Common Stock 1,358 39.88 54.2K 3,822
2017-02-25 Wick Martin Officer M-Exempt A Common Stock 3,333 0.00 17,943
2017-02-24 Wick Martin Officer F-InKind D Common Stock 563 40.00 22.5K 14,610
2017-02-24 Wegner Mary Kay Officer M-Exempt D Restricted Stock Units 5,000 0.00 5,000
2017-02-24 Haynes Timothy M Officer F-InKind D Common Stock 2,213 39.91 88.3K 23,600
2017-02-20 Wick Martin Officer A-Award A Employee Stock Options 28,453 38.41 1.09M 28,453
2017-02-20 Wegner Mary Kay Officer A-Award A Employee Stock Options 28,453 38.41 1.09M 28,453
2017-02-20 Hunsberger Susan Officer J-Other A Employee Stock Options (Right To Buy) 25,261 26.01 657.0K 25,261
2017-02-20 Haynes Timothy M Officer A-Award A Employee Stock Options 28,453 38.41 1.09M 28,453
2017-02-15 Cella Peter L. Director A-Award A Common Stock 559 0.00 559
2017-01-02 Hunsberger Susan Officer M-Exempt D Restricted Stock Units 14,583 0.00 0
2016-12-02 Haynes Timothy M Officer M-Exempt A Common Stock 10,208 0.00 31,021
2016-11-29 Wick Martin Officer A-Award A Restricted Stock Units 6,454 0.00 6,454
2016-11-29 Wegner Mary Kay Officer A-Award A Restricted Stock Units 6,454 0.00 6,454
2016-11-09 GILLETTE ROBERT J Director / Officer S-Sale D Common Stock 193,750 36.38 7.05M 100,615
2016-11-08 Wegner Mary Kay Officer M-Exempt D Employee Stock Options 7,000 11.43 80.0K 1,750
2016-11-08 Hunsberger Susan Officer M-Exempt D Employee Stock Options 73,334 12.00 880.0K 73,332
2016-11-08 GILLETTE ROBERT J Director / Officer S-Sale D Common Stock 150,000 36.47 5.47M 294,365
2016-09-22 Wick Martin Officer F-InKind D Common Stock 266 34.01 9.0K 13,473
2016-09-22 Haynes Timothy M Officer F-InKind D Common Stock 1,014 34.00 34.5K 20,813
2016-09-14 GILLETTE ROBERT J Director / Officer F-InKind D Common Stock 37,375 35.96 1.34M 444,365
2016-09-13 GILLETTE ROBERT J Director / Officer M-Exempt A Common Stock 87,500 0.00 481,740
2016-08-30 Haynes Timothy M Officer F-InKind D Common Stock 230 37.01 8.5K 19,410
2016-08-28 Haynes Timothy M Officer M-Exempt A Common Stock 833 0.00 19,640
2016-07-15 DEVARD JERRI Director A-Award A Common Stock 1,970 0.00 1,970
2016-05-12 Hunsberger Susan Officer S-Sale D Common Stock 20,000 36.06 721.1K 37,521
2016-05-03 TOMKINS MARK E Director A-Award A Common Stock 5,235 0.00 7,857

Executive team

Top executives
EBIT / Employee
-9.4K
Shares Outstanding
61.65M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Ali Kashani Chief Executive Officer 458.0K 4.20M 4.66M 90.17%
2 2025 Touraj Parang President and Chief Operating Officer 442.7K 2.90M 3.34M 86.74%
3 2025 Brian Read Chief Financial Officer 384.0K 1.99M 2.37M 83.80%
4 2024 Ali Kashani Chief Executive Officer 236.7K 8.45M 8.68M 97.27%
5 2024 Touraj Parang President and Chief Operating Officer 328.3K 3.01M 3.34M 90.16%
6 2024 Touraj Parang President Chief Operating Officer 328.3K 3.01M 3.34M 90.16%
7 2024 Brian Read Chief Financial Officer 168.6K 25.0K 1.46M 1.66M 88.31%
8 2023 Touraj Parang President Chief Operating Officer 238.5K 11.7K 250.2K 4.66%
9 2023 Ali Kashani Chief Executive Officer 105.7K 37.0K 142.7K 25.91%
CEO compensation breakdown

Proxy statements

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

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-05-04 4
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2026-04-24 ARS
2026-04-14 8-K/A
2026-04-09 4
2026-04-09 4
2026-04-09 4

Executive team

NameTitleCompensationGender
Ali Kashani Co-Founder, Chairman, Chief Executive Officer, Treasurer & Secretary 458.0K
Touraj Parang President, Chief Operating Officer & Director 442.7K male
Brian Read Chief Financial Officer 384.0K male
Euan Abraham Chief Hardware & Manufacturing Officer 270.0K male
Evan Dunn General Counsel male
Prahar Shah Chief Revenue Officer male
Steve Webb Senior Vice President of Marketing & Communications male
Dmitry Demeshchuk Co-Founder & Vice President of Software male
Anthony Armenta Chief Software & Data Officer male
Burk Chun Co-Founder and Vice President of Product & Design female
Aduke Thelwell Head of Investor Relations & Communications female
ESG Rating
B
INDUSTRIAL - MACHINERY
2026
E (Environmental)
64.6 / 62.9
Company / Sector avg.
S (Social)
71.0 / 67.9
Company / Sector avg.
G (Governance)
66.3 / 67.6
Company / Sector avg.
ESG Total
67.3 / 66.1
Company / Sector avg.
ESG Score History INDUSTRIAL - MACHINERY
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
2020-05-07 2020-06-15 Susie Lee NV03 Joint Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits