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Sezzle Inc. (SEZL)

USD158.76 -1.50 (-0.93%)
US NASDAQ Financial Services Financial - Credit Services
Address 700 Nicollet Mall 55402
Minneapolis, MN, US
CEO Charles G. Youakim
Website sezzle.com
IPO 2023-08-17
CIK 1662991 ISIN US78435P1057

Explore sections of this company profile

Also trades on Australian Securities Exchange · SZL.AX (AUD) NASDAQ Capital Market · SEZL (USD) Other OTC · SEZNL (USD)
Description

Sezzle Inc., established in 2016 and based in Minneapolis, Minnesota, functions as a tech-powered payment enterprise with operations concentrated in the United States and Canada. It delivers a payment service available at both e-commerce sites and physical retail outlets, facilitating connections between consumers and businesses. The company's platform allows patrons to complete online transactions and divide the total cost into four equivalent, interest-free installments, payable over a six-week period.

News Sentiment (7d)
70 Positive

3 articles

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
USD158.76 -1.50 (-0.93%)
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Volume Profile
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Liquidity & share structure
Average Volume
721.2K
Beta
6.97
Float Shares
17.14M
Free Float %
50.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.45% -1.02% +66.86% +60.51% +73.90% +56.95% +15.18% +175,990.22% +7,683.59% +29,781.23% +29,781.23%
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 (6 ratings, all time) Buy
Price Targets & DCF
Current price
158.76
Low 76.00 -52.1%
Consensus 85.00 -46.5%
Median 85.00 -46.5%
High 94.00 -40.8%
Ratings Trend (MoM) 83% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 3 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 3
85.00
-46.5%
Last Year 5
106.60
-32.9%
All Time 6
148.83
-6.3%
Quality scores
Altman Z-Score
11.23
Safe zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✓ MOAT relativo ★ Strong MOAT
  • Revenue growth Financial - Credit Services: +13.2%
    +66.1% Q1'26: +29.2% (vs Q1'25)
  • EPS growth Financial - Credit Services: +24.0%
    +69.9% Q1'26: +47.0% (vs Q1'25)
  • FCF margin FCF growth · Financial - Credit Services: +70.9%
    +16.9% Q1'26: +65.4% (vs Q1'25)
  • EBIT margin Financial - Credit Services: +28.7%
    +39.3% Q1'26: +50.9% (vs Q1'25)
  • ROIC Financial - Credit Services: +5.0%
    +58.6% Q1'26: +97.0% (vs Q1'25)
  • Share dilution Financial - Credit Services: +0.0%
    -0.4% Q1'26: -3.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×
    0.79× Q1'26: 0.53× (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 (6.92) × ERP
WACC = 96% × Ke + 4% × Kd (10.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 158.76
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 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
4 EPS Ana.
Dec 2027
4 Rev. Ana.
3 EPS Ana.
Revenue
est: 15.40M (-100.0%)
58.79M
est: 56.47M (+4.1%)
114.82M
est: 114.90M (-0.1%)
125.57M
est: 127.95M (-1.9%)
159.36M
est: 192.69M (-17.3%)
271.13M
est: 249.20M (+8.8%)
450.28M
est: 447.98M (+0.5%)
593.22M
585.23M – 597.84M
+32.4% YoY
753.56M
735.58M – 771.55M
+27.0% YoY
EBITDA
-10.93M
est: 2.32M (-572.0%)
-28.06M
est: 8.49M (-430.5%)
-67.93M
est: 17.27M (-493.2%)
-28.58M
est: 19.24M (-248.6%)
24.53M
est: 1.27M (+1,829.5%)
82.04M
est: 1.64M (+4,889.4%)
178.15M
est: 2.96M (+5,926.4%)
3.91M
3.86M – 3.94M
+32.4% YoY
4.97M
4.85M – 5.09M
+27.0% YoY
EBIT
-10.93M
est: 2.27M (-582.0%)
-28.06M
est: 8.31M (-437.6%)
-68.68M
est: 16.91M (-506.0%)
-29.42M
est: 18.83M (-256.2%)
23.68M
est: 299.8K (+7,797.0%)
81.08M
est: 387.8K (+20,809.4%)
176.79M
est: 697.1K (+25,261.5%)
923.1K
910.6K – 930.3K
+32.4% YoY
1.17M
1.14M – 1.20M
+27.0% YoY
Net Income
-16.60M
est: -376.9K (-4,303.9%)
-32.39M
est: -448.6K (-7,120.3%)
-75.17M
est: -1.66M (-4,428.4%)
-38.09M
est: -1.36M (-2,709.7%)
7.10M
est: 263.74M (-97.3%)
78.52M
est: 58.06M (+35.2%)
133.13M
est: 119.38M (+11.5%)
181.40M
179.79M – 183.01M
+51.9% YoY
230.04M
224.48M – 239.20M
+26.8% YoY
SGA
13.22M
est: 6.92M (+91.0%)
44.64M
est: 25.39M (+75.8%)
137.81M
est: 51.66M (+166.7%)
35.38M
est: 57.53M (-38.5%)
20.57M
est: 69.29M (-70.3%)
21.14M
est: 89.60M (-76.4%)
48.97M
est: 161.08M (-69.6%)
213.30M
210.43M – 214.96M
+32.4% YoY
270.96M
264.49M – 277.42M
+27.0% YoY
EPS
-0.66
est: -0.01 (-6,185.7%)
-0.84
est: -0.01 (-6,620.0%)
-2.38
est: -0.05 (-5,045.9%)
-1.17
est: -0.04 (-2,997.3%)
0.21
est: 7.40 (-97.2%)
2.33
est: 1.63 (+43.1%)
3.93
est: 3.36 (+17.0%)
5.09
5.03 – 5.12
+51.5% YoY
6.49
6.28 – 6.69
+27.4% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-05-11 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-05-08 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-05-07 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-05-06 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-05-05 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-05-04 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-05-01 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-30 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-29 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-28 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-27 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-24 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-23 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-22 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-21 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-20 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-17 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-16 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-15 B- 3/5 1/5 5/5 5/5 1/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
239.10M
OE per share TTM
6.75
Owner's Yield
8.23%
Maintenance CapEx ratio
0.43%
Maint CapEx / Avg PPE
0.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
60
Total invested
79.89M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
60
-175 vs prev Q
New positions
15
Closed positions
174
Increased
35
Reduced
16
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 15.8K +15.8K (+100.0%) 1.01B +1.0B (+100.0%) 0.04% +0.044 pp 0.40% +0.397 pp USD63.48 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 2.54M +1.3M (+98.7%) 161.13M +59.5M (+58.6%) 7.02% +3.486 pp 0.00% +0.001 pp USD50.60 +25.5% 6 qtrs
3 VANGUARD GROUP INC 1.19M +172.1K (+16.9%) 75.46M -5.4M (-6.7%) 3.29% +0.476 pp 0.00% 0.000 pp USD37.71 +68.3% 8 qtrs
4 DIVISADERO STREET CAPITAL MANAGEMENT, LP 1.12M -371.4K (-24.8%) 71.30M -47.6M (-40.0%) 3.11% -1.027 pp 3.34% -1.852 pp USD52.43 +21.1% 4 qtrs
5 ACCREDITED INVESTORS INC. 913.0K +913.0K (+100.0%) 57.96M +58.0M (+100.0%) 2.52% +2.525 pp 3.08% +3.078 pp USD63.48 +0.0% 1 qtrs NEW
6 STATE STREET CORP 600.7K +223.1K (+59.1%) 38.13M +8.1M (+27.0%) 1.66% +0.617 pp 0.00% +0.000 pp USD45.48 +39.6% 8 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 489.4K +10.6K (+2.2%) 31.07M -7.0M (-18.4%) 1.35% +0.029 pp 0.00% -0.001 pp USD35.53 +78.7% 9 qtrs
8 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 393.2K -178.0K (-31.2%) 24.96M -20.5M (-45.1%) 1.09% -0.492 pp 0.02% -0.012 pp USD58.05 +9.4% 4 qtrs
9 PRICE T ROWE ASSOCIATES INC /MD/ 378.2K +257.7K (+213.8%) 24.00M +14.4M (+150.4%) 1.05% +0.713 pp 0.00% +0.002 pp USD67.26 -5.6% 5 qtrs
10 DIMENSIONAL FUND ADVISORS LP 323.5K +130.6K (+67.7%) 20.54M +5.2M (+33.9%) 0.89% +0.361 pp 0.00% +0.001 pp USD74.03 -14.3% 3 qtrs
11 MARSHALL WACE, LLP 270.9K -213.9K (-44.1%) 17.20M -21.4M (-55.4%) 0.75% -0.592 pp 0.02% -0.024 pp USD35.51 +78.8% 9 qtrs
12 MORGAN STANLEY 267.1K +39.6K (+17.4%) 16.95M -1.1M (-6.3%) 0.74% +0.109 pp 0.00% 0.000 pp USD34.94 +81.7% 9 qtrs
13 GOLDMAN SACHS GROUP INC 261.9K +82.1K (+45.7%) 16.62M +2.3M (+16.3%) 0.72% +0.227 pp 0.00% +0.000 pp USD43.83 +44.8% 8 qtrs
14 ARDSLEY ADVISORY PARTNERS LP 245.0K +245.0K (+100.0%) 15.55M +15.6M (+100.0%) 0.68% +0.678 pp 1.71% +1.707 pp USD63.48 +0.0% 1 qtrs NEW
15 INVESCO LTD. 214.6K +205.2K (+2,161.5%) 13.62M +12.9M (+1,705.0%) 0.59% +0.567 pp 0.00% +0.002 pp USD65.65 -3.3% 8 qtrs
16 PRINCIPAL FINANCIAL GROUP INC 174.8K +113.5K (+185.2%) 11.09M +6.2M (+127.6%) 0.48% +0.314 pp 0.01% +0.003 pp USD56.27 +12.8% 6 qtrs
17 G2 INVESTMENT PARTNERS MANAGEMENT LLC 173.0K -2.3K (-1.3%) 10.98M -3.0M (-21.2%) 0.48% -0.006 pp 2.61% -0.207 pp USD40.88 +55.3% 7 qtrs
18 PORTOLAN CAPITAL MANAGEMENT, LLC 167.9K +167.9K (+100.0%) 10.66M +10.7M (+100.0%) 0.46% +0.464 pp 0.57% +0.571 pp USD63.48 +0.0% 1 qtrs NEW
19 NORTHERN TRUST CORP 150.7K +8.0K (+5.6%) 9.57M -1.8M (-15.7%) 0.42% +0.022 pp 0.00% 0.000 pp USD37.77 +68.1% 8 qtrs
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 148.9K +9.5K (+6.8%) 9.45M -1.6M (-14.7%) 0.41% +0.026 pp 0.00% 0.000 pp USD39.68 +60.0% 7 qtrs
21 CAPTION MANAGEMENT, LLC 118.4K +98.5K (+495.0%) 7.52M +5.9M (+374.9%) 0.33% +0.272 pp 0.05% +0.039 pp USD82.94 -23.5% 3 qtrs
22 UBS GROUP AG 114.4K +60.9K (+113.9%) 7.26M +3.0M (+70.7%) 0.32% +0.169 pp 0.00% +0.001 pp USD57.53 +10.3% 10 qtrs
23 ROYAL BANK OF CANADA 102.5K +74.1K (+260.6%) 6.51M +4.2M (+188.0%) 0.28% +0.205 pp 0.00% +0.001 pp USD54.45 +16.6% 8 qtrs
24 TREXQUANT INVESTMENT LP 102.1K +102.1K (+100.0%) 6.48M +6.5M (+100.0%) 0.28% +0.282 pp 0.06% +0.058 pp USD63.48 +0.0% 5 qtrs
25 BANK OF NEW YORK MELLON CORP 98.4K +44.5K (+82.6%) 6.25M +2.0M (+45.7%) 0.27% +0.123 pp 0.00% +0.000 pp USD49.04 +29.4% 7 qtrs
26 PEREGRINE CAPITAL MANAGEMENT LLC 88.9K +88.9K (+100.0%) 5.64M +5.6M (+100.0%) 0.25% +0.246 pp 0.17% +0.173 pp USD63.48 +0.0% 1 qtrs NEW
27 BANK OF AMERICA CORP /DE/ 82.3K +11.3K (+15.9%) 5.23M -423.7K (-7.5%) 0.23% +0.031 pp 0.00% +0.000 pp USD38.60 +64.5% 8 qtrs
28 D. E. SHAW & CO., INC. 78.2K -122.6K (-61.0%) 4.96M -11.0M (-68.9%) 0.22% -0.339 pp 0.00% -0.006 pp USD179.25 -64.6% 6 qtrs
29 FIRST TRUST ADVISORS LP 77.3K +41.4K (+115.2%) 4.91M +2.1M (+71.8%) 0.21% +0.115 pp 0.00% +0.001 pp USD49.69 +27.8% 6 qtrs
30 VOLEON CAPITAL MANAGEMENT LP 76.9K +76.9K (+100.0%) 4.88M +4.9M (+100.0%) 0.21% +0.213 pp 0.11% +0.105 pp USD63.48 +0.0% 1 qtrs NEW
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 75.8K +55.6K (+275.2%) 4.81M +3.2M (+199.4%) 0.21% +0.154 pp 0.00% +0.000 pp USD56.23 +12.9% 5 qtrs
32 VERITION FUND MANAGEMENT LLC 72.9K +59.1K (+430.6%) 4.63M +3.5M (+323.5%) 0.20% +0.164 pp 0.02% +0.014 pp USD85.30 -25.6% 6 qtrs
33 CITIGROUP INC 71.3K +68.3K (+2,301.2%) 4.53M +4.3M (+1,816.5%) 0.20% +0.189 pp 0.00% +0.002 pp USD62.23 +2.0% 7 qtrs
34 PUBLIC SECTOR PENSION INVESTMENT BOARD 59.1K +59.1K (+100.0%) 3.75M +3.8M (+100.0%) 0.16% +0.164 pp 0.01% +0.013 pp USD63.48 +0.0% 1 qtrs NEW
35 REGAL PARTNERS LTD 59.1K +59.1K (+100.0%) 3.75M +3.7M (+100.0%) 0.16% +0.163 pp 0.22% +0.216 pp USD63.48 +0.0% 5 qtrs
36 CAPITAL FUND MANAGEMENT S.A. 57.9K +43.8K (+310.6%) 3.68M +2.6M (+227.7%) 0.16% +0.121 pp 0.01% +0.007 pp USD67.39 -5.8% 2 qtrs
37 TWIN TREE MANAGEMENT, LP 57.7K +8.3K (+16.9%) 3.66M -264.3K (-6.7%) 0.16% +0.023 pp 0.03% +0.016 pp USD97.05 -34.6% 3 qtrs
38 WHETSTONE CAPITAL ADVISORS, LLC 57.6K +35.9K (+165.8%) 3.66M +1.9M (+112.1%) 0.16% +0.099 pp 1.14% +0.663 pp USD69.52 -8.7% 2 qtrs
39 CITADEL ADVISORS LLC 55.7K -33.0K (-37.2%) 3.53M -3.5M (-49.9%) 0.15% -0.091 pp 0.00% -0.001 pp USD35.44 +79.1% 5 qtrs
40 TUDOR INVESTMENT CORP ET AL 55.6K +29.9K (+116.3%) 3.53M +1.5M (+72.7%) 0.15% +0.083 pp 0.01% +0.003 pp USD70.90 -10.5% 2 qtrs
41 VIDENT ADVISORY, LLC 54.7K +6.2K (+12.7%) 3.47M -386.0K (-10.0%) 0.15% +0.017 pp 0.03% -0.005 pp USD59.40 +6.9% 4 qtrs
42 LPL FINANCIAL LLC 52.9K -4.5K (-7.8%) 3.36M -1.2M (-26.4%) 0.15% -0.012 pp 0.00% 0.000 pp USD46.32 +37.0% 4 qtrs
43 HUSSMAN STRATEGIC ADVISORS, INC. 52.5K +14.7K (+38.9%) 3.33M +326.2K (+10.9%) 0.15% +0.041 pp 0.81% +0.154 pp USD75.04 -15.4% 4 qtrs
44 SG AMERICAS SECURITIES, LLC 49.7K +17.6K (+54.9%) 3.16M +603.0K (+23.6%) 0.14% +0.049 pp 0.00% -0.005 pp USD96.75 -34.4% 6 qtrs
45 MILLENNIUM MANAGEMENT LLC 49.4K -161.7K (-76.6%) 3.13M -13.7M (-81.3%) 0.14% -0.447 pp 0.00% -0.006 pp USD35.49 +78.9% 9 qtrs
46 NAVELLIER & ASSOCIATES INC 47.9K -8.2K (-14.6%) 3.04M -1.4M (-31.8%) 0.13% -0.023 pp 0.34% -0.112 pp USD42.87 +48.1% 6 qtrs
47 JPMORGAN CHASE & CO 46.8K -10.8K (-18.7%) 2.97M -1.6M (-35.1%) 0.13% -0.030 pp 0.00% 0.000 pp USD44.26 +43.4% 8 qtrs
48 WELLINGTON MANAGEMENT GROUP LLP 46.8K -6.9K (-12.8%) 2.97M -1.3M (-30.4%) 0.13% -0.019 pp 0.00% 0.000 pp USD179.25 -64.6% 3 qtrs
49 AQUATIC CAPITAL MANAGEMENT LLC 43.9K +41.4K (+1,678.6%) 2.79M +2.6M (+1,319.5%) 0.12% +0.115 pp 0.08% +0.076 pp USD64.38 -1.4% 2 qtrs
50 RHUMBLINE ADVISERS 42.7K +20.0K (+88.6%) 2.71M +909.3K (+50.5%) 0.12% +0.055 pp 0.00% +0.001 pp USD48.35 +31.3% 7 qtrs
51 LEGAL & GENERAL GROUP PLC 42.6K +23.9K (+127.7%) 2.70M +1.2M (+81.8%) 0.12% +0.066 pp 0.00% +0.000 pp USD52.39 +21.2% 7 qtrs
52 INDEPENDENT ADVISOR ALLIANCE 41.3K -3.6K (-8.0%) 2.62M -947.8K (-26.5%) 0.11% -0.010 pp 0.06% -0.029 pp USD38.05 +66.8% 5 qtrs
53 ALLIANCEBERNSTEIN L.P. 39.8K +6.7K (+20.3%) 2.53M -105.7K (-4.0%) 0.11% +0.019 pp 0.00% +0.000 pp USD53.12 +19.5% 7 qtrs
54 SWISS NATIONAL BANK 36.9K +1.5K (+4.2%) 2.34M -473.1K (-16.8%) 0.10% +0.004 pp 0.00% 0.000 pp USD40.84 +55.4% 5 qtrs
55 AMERIPRISE FINANCIAL INC 35.4K +11.1K (+45.6%) 2.24M +306.5K (+15.8%) 0.10% +0.031 pp 0.00% +0.000 pp USD68.64 -7.5% 6 qtrs
56 IMC-CHICAGO, LLC 34.7K +14.9K (+75.3%) 2.20M +628.8K (+39.9%) 0.10% +0.041 pp 0.00% +0.000 pp USD72.63 -12.6% 2 qtrs
57 BOOTHBAY FUND MANAGEMENT, LLC 33.4K -22.8K (-40.5%) 2.12M -2.3M (-52.5%) 0.09% -0.063 pp 0.03% -0.033 pp USD55.03 +15.4% 7 qtrs
58 NUVEEN, LLC 32.2K -22.1K (-40.8%) 2.04M -2.3M (-52.7%) 0.09% -0.061 pp 0.00% -0.001 pp USD35.06 +81.1% 4 qtrs
59 MADISON ASSET MANAGEMENT, LLC 31.2K -369.0 (-1.2%) 1.98M -529.7K (-21.1%) 0.09% -0.001 pp 0.02% -0.005 pp USD79.53 -20.2% 2 qtrs
60 TEACHER RETIREMENT SYSTEM OF TEXAS 30.7K +3.5K (+12.9%) 1.95M -214.1K (-9.9%) 0.08% +0.010 pp 0.01% -0.002 pp USD44.32 +43.2% 5 qtrs
61 OMERS ADMINISTRATION CORP 29.5K +16.6K (+128.4%) 1.87M +844.5K (+82.3%) 0.08% +0.046 pp 0.01% +0.006 pp USD70.51 -10.0% 2 qtrs
62 UBS ASSET MANAGEMENT AMERICAS INC 27.1K -3.3K (-10.9%) 1.72M -699.0K (-28.9%) 0.07% -0.009 pp 0.00% 0.000 pp USD35.59 +78.4% 5 qtrs
63 BNP PARIBAS ARBITRAGE, SNC 27.0K -16.7K (-38.2%) 1.72M -1.8M (-50.7%) 0.07% -0.046 pp 0.00% -0.001 pp USD128.70 -50.7% 5 qtrs
64 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 26.9K -615.0 (-2.2%) 1.71M -481.4K (-22.0%) 0.07% -0.002 pp 0.00% -0.001 pp USD34.63 +83.3% 6 qtrs
65 BARCLAYS PLC 25.4K +20.8K (+461.5%) 1.61M +839.1K (+108.9%) 0.07% +0.058 pp 0.00% +0.000 pp USD57.84 +9.8% 8 qtrs
66 AQR CAPITAL MANAGEMENT LLC 24.5K +347.0 (+1.4%) 1.56M -366.2K (-19.0%) 0.07% +0.001 pp 0.00% 0.000 pp USD35.48 +78.9% 5 qtrs
67 COMMONWEALTH EQUITY SERVICES, LLC 24.2K +256.0 (+1.1%) 1.53M -367.7K (-19.3%) 0.07% +0.001 pp 0.00% 0.000 pp USD35.19 +80.4% 4 qtrs
68 MILITIA CAPITAL PARTNERS, LP 22.0K +22.0K (+100.0%) 1.40M +1.4M (+100.0%) 0.06% +0.061 pp 0.52% +0.517 pp USD63.48 +0.0% 1 qtrs NEW
69 MAXI INVESTMENTS CY LTD 20.0K +20.0K (+100.0%) 1.27M +1.3M (+100.0%) 0.06% +0.055 pp 0.23% +0.231 pp USD63.48 +0.0% 1 qtrs NEW
70 WELLS FARGO & COMPANY/MN 19.3K -12.9K (-40.1%) 1.23M -1.3M (-52.2%) 0.05% -0.036 pp 0.00% 0.000 pp USD48.93 +29.7% 9 qtrs
71 JANE STREET GROUP, LLC 19.2K -1.1K (-5.4%) 1.22M -395.7K (-24.5%) 0.05% -0.003 pp 0.00% 0.000 pp USD179.25 -64.6% 3 qtrs
72 MAN GROUP PLC 18.2K -296.2K (-94.2%) 1.15M -23.9M (-95.4%) 0.05% -0.819 pp 0.00% -0.042 pp USD79.53 -20.2% 2 qtrs
73 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 18.1K +18.1K (+100.0%) 1.15M +1.1M (+100.0%) 0.05% +0.050 pp 0.00% +0.002 pp USD63.48 +0.0% 3 qtrs
74 SQUAREPOINT OPS LLC 18.0K +13.6K (+313.0%) 1.14M +793.7K (+229.6%) 0.05% +0.038 pp 0.00% +0.001 pp USD59.18 +7.3% 6 qtrs
75 EDGESTREAM PARTNERS, L.P. 17.8K +17.8K (+100.0%) 1.13M +1.1M (+100.0%) 0.05% +0.049 pp 0.03% +0.032 pp USD63.48 +0.0% 1 qtrs NEW
76 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 17.7K +7.3K (+70.0%) 1.13M +296.0K (+35.6%) 0.05% +0.020 pp 0.00% +0.000 pp USD48.38 +31.2% 4 qtrs
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 17.1K +79.0 (+0.5%) 1.09M -268.5K (-19.8%) 0.05% +0.000 pp 0.00% 0.000 pp USD40.30 +57.5% 7 qtrs
78 STATE OF ALASKA, DEPARTMENT OF REVENUE 16.0K +16.0K (+100.0%) 1.02M +1.0M (+100.0%) 0.04% +0.044 pp 0.01% +0.011 pp USD63.48 +0.0% 1 qtrs NEW
79 PRUDENTIAL FINANCIAL INC 16.0K +10.9K (+213.1%) 1.02M +608.9K (+149.9%) 0.04% +0.030 pp 0.00% +0.001 pp USD80.69 -21.3% 3 qtrs
80 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13.7K -125.0 (-0.9%) 983.2K -160.1K (-14.0%) 0.04% 0.000 pp 0.00% 0.000 pp USD35.19 +80.4% 4 qtrs
81 STATE OF WISCONSIN INVESTMENT BOARD 15.2K +2.9K (+23.2%) 967.5K -16.7K (-1.7%) 0.04% +0.008 pp 0.00% 0.000 pp USD52.15 +21.7% 5 qtrs
82 CREATIVE PLANNING 14.7K -548.0 (-3.6%) 930.6K -279.0K (-23.1%) 0.04% -0.002 pp 0.00% 0.000 pp USD34.24 +85.4% 6 qtrs
83 FRANKLIN RESOURCES INC 14.0K +2.6K (+22.3%) 890.7K -21.7K (-2.4%) 0.04% +0.007 pp 0.00% +0.000 pp USD50.37 +26.0% 5 qtrs
84 CETERA INVESTMENT ADVISERS 13.8K +4.6K (+49.1%) 878.7K +140.1K (+19.0%) 0.04% +0.013 pp 0.00% +0.000 pp USD54.48 +16.5% 5 qtrs
85 DEUTSCHE BANK AG\ 12.8K +1.2K (+10.8%) 809.4K -105.6K (-11.5%) 0.04% +0.003 pp 0.00% +0.000 pp USD41.38 +53.4% 7 qtrs
86 SEI INVESTMENTS CO 12.6K +8.9K (+248.0%) 796.8K +509.9K (+177.8%) 0.03% +0.025 pp 0.00% +0.001 pp USD54.89 +15.6% 6 qtrs
87 MERCER GLOBAL ADVISORS INC /ADV 12.1K +1.2K (+10.5%) 770.6K -103.4K (-11.8%) 0.03% +0.003 pp 0.00% 0.000 pp USD38.31 +65.7% 5 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
8
Shares acquired
Shares disposed
23.6K
Cash buys
Cash sales
Net activity
-23,642
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
2026-04-02 Krause Justin Officer F-InKind D Common Stock, par value $0.00001 per share 754 63.76 48.1K 79,457 D
2026-04-02 Brading Lee Dickson Officer F-InKind D Common Stock, par value $0.00001 per share 701 63.76 44.7K 320,851 D
2026-04-01 Youakim Charles Director / Officer / 10% Owner F-InKind D Common Stock, par value $0.00001 per share 6,975 63.70 444.3K 12,325,304 D
2026-04-01 Sabzivand Amin Officer F-InKind D Common Stock, par value $0.00001 per share 6,976 63.70 444.4K 215,122 D
2026-04-01 Paradis Paul Director / Officer F-InKind D Common Stock, par value $0.00001 per share 7,110 63.70 452.9K 475,395 D
2026-04-01 Krause Justin Officer F-InKind D Common Stock, par value $0.00001 per share 515 63.70 32.8K 80,211 D
2026-04-01 Hollis Kerissa Officer F-InKind D Common Stock, par value $0.00001 per share 185 63.70 11.8K 12,386 D
2026-04-01 Brading Lee Dickson Officer F-InKind D Common Stock, par value $0.00001 per share 426 63.70 27.1K 321,552 D
2026-03-20 Sabzivand Amin Officer F-InKind D Common Stock, par value $0.00001 per share 1,367 66.15 90.4K 222,098 D
2026-03-20 Krause Justin Officer F-InKind D Common Stock, par value $0.00001 per share 183 66.15 12.1K 80,726 D
2026-03-20 Hollis Kerissa Officer F-InKind D Common Stock, par value $0.00001 per share 266 66.15 17.6K 12,571 D
2026-03-03 Youakim Charles Director / Officer / 10% Owner S-Sale D Common Stock, par value $0.00001 per share 1,168 73.38 85.7K 12,332,279 D
2026-03-03 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 832 73.38 61.1K 223,465 D
2026-03-03 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 856 73.38 62.8K 482,505 D
2026-03-03 Krause Justin Officer S-Sale D Common Stock, par value $0.00001 per share 228 73.38 16.7K 80,909 D
2026-03-03 Hollis Kerissa Officer S-Sale D Common Stock, par value $0.00001 per share 38 73.38 2.8K 12,837 D
2026-03-03 Brading Lee Dickson Officer S-Sale D Common Stock, par value $0.00001 per share 201 73.38 14.7K 292,002 D
2026-02-26 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 2,896 81.85 237.0K 496,233 D
2026-01-23 Brading Lee Dickson Officer Stock Options 31,584 53.30 1.68M 0 D
2026-01-05 Brehm Kyle M. Director S-Sale D Common Stock, par value $0.00001 per share 1 65.55 65.55 24,128 D
2025-11-12 Youakim Charles Director / Officer / 10% Owner F-InKind D Common Stock, par value $0.00001 per share 6,985 58.01 405.2K 12,339,464 D
2025-11-12 Sabzivand Amin Officer F-InKind D Common Stock, par value $0.00001 per share 6,976 58.01 404.7K 228,583 D
2025-11-12 Paradis Paul Director / Officer F-InKind D Common Stock, par value $0.00001 per share 7,110 58.01 412.5K 514,162 D
2025-11-12 Krause Justin Officer F-InKind D Common Stock, par value $0.00001 per share 1,565 58.01 90.8K 82,313 D
2025-11-12 Hollis Kerissa Officer F-InKind D Common Stock, par value $0.00001 per share 329 58.01 19.1K 13,070 D
2025-11-12 Hartje Karen Officer F-InKind D Common Stock, par value $0.00001 per share 5,310 58.01 308.0K 33,661 D
2025-11-12 Brehm Kyle M. Director P-Purchase A Common Stock, par value $0.00001 per share 1,217 57.50 70.0K 24,129 D
2025-10-06 Hartje Karen Officer S-Sale D Common Stock, par value $0.00001 per share 651 85.37 55.6K 117,295 D
2025-09-30 Youakim Charles Director / Officer / 10% Owner F-InKind D Common Stock, par value $0.00001 per share 6,978 84.19 587.5K 12,346,449 D
2025-09-30 Sabzivand Amin Officer F-InKind D Common Stock, par value $0.00001 per share 7,744 84.19 652.0K 235,559 D
2025-09-30 Paradis Paul Director / Officer F-InKind D Common Stock, par value $0.00001 per share 7,110 84.19 598.6K 521,272 D
2025-09-30 Krause Justin Officer F-InKind D Common Stock, par value $0.00001 per share 1,269 84.19 106.8K 83,878 D
2025-09-30 Hollis Kerissa Officer F-InKind D Common Stock, par value $0.00001 per share 137 84.19 11.5K 13,399 D
2025-09-30 Hartje Karen Officer F-InKind D Common Stock, par value $0.00001 per share 5,309 84.19 447.0K 121,537 D
2025-09-09 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 88.67 266.0K 233,000 I
2025-09-02 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 91.53 274.6K 236,000 I
2025-08-26 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 92.24 276.7K 239,000 I
2025-08-25 Krause Justin Officer S-Sale D Common Stock, par value $0.00001 per share 3,661 94.15 344.7K 93,486 D
2025-08-19 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 91.62 274.9K 242,000 I
2025-08-12 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 88.21 264.6K 245,000 I
2025-08-05 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 157.61 472.8K 248,000 I
2025-07-29 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 147.19 441.6K 251,000 I
2025-07-22 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 135.34 406.0K 254,000 I
2025-07-15 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 140.53 421.6K 257,000 I
2025-07-08 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 182.03 546.1K 260,000 I
2025-07-07 Hartje Karen Officer S-Sale D Common Stock, par value $0.00001 per share 887 168.73 149.7K 127,196 D
2025-07-02 Krause Justin Officer F-InKind D Common Stock, par value $0.00001 per share 956 172.30 164.7K 95,676 D
2025-07-01 Youakim Charles Director / Officer / 10% Owner F-InKind D Common Stock, par value $0.00001 per share 6,978 167.58 1.17M 12,346,449 D
2025-07-01 Sabzivand Amin Officer F-InKind D Common Stock, par value $0.00001 per share 6,973 167.58 1.17M 236,330 D
2025-07-01 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 176.08 528.2K 263,000 I
2025-07-01 Krause Justin Officer F-InKind D Common Stock, par value $0.00001 per share 515 167.58 86.3K 96,632 D
2025-07-01 Hollis Kerissa Officer F-InKind D Common Stock, par value $0.00001 per share 137 167.58 23.0K 13,399 D
2025-07-01 Hartje Karen Officer F-InKind D Common Stock, par value $0.00001 per share 5,310 167.58 889.8K 127,020 D
2025-06-27 Sabzivand Amin Officer M-Exempt D Stock Options 6,028 5.23 31.5K 6,930 D
2025-06-26 Sabzivand Amin Officer M-Exempt A Common Stock, par value $0.00001 per share 8,803 5.23 46.0K 252,106 D
2025-06-25 Sabzivand Amin Officer M-Exempt A Common Stock, par value $0.00001 per share 3,169 5.23 16.6K 246,472 D
2025-06-24 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 1,337 158.51 211.9K 243,303 D
2025-06-24 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 148.62 445.9K 266,000 I
2025-06-17 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 146.00 438.0K 269,000 I
2025-06-16 Sabzivand Amin Officer M-Exempt A Common Stock, par value $0.00001 per share 6,960 5.23 36.4K 250,263 D
2025-06-15 Sabzivand Amin Officer F-InKind D Common Stock, par value $0.00001 per share 771 133.54 103.0K 243,303 D
2025-06-13 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 512 141.44 72.4K 244,074 D
2025-06-12 Sabzivand Amin Officer M-Exempt A Common Stock, par value $0.00001 per share 1,528 5.23 8.0K 245,602 D
2025-06-10 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 120.86 362.6K 272,000 I
2025-06-06 Sabzivand Amin Officer M-Exempt A Common Stock, par value $0.00001 per share 1,684 5.23 8.8K 245,758 D
2025-06-05 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 7,316 124.89 913.7K 244,074 D
2025-06-03 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 113.27 339.8K 275,000 I
2025-05-27 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 4,257 107.16 456.2K 249,671 D
2025-05-27 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 108.22 324.7K 278,000 I
2025-05-23 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 2,146 106.79 229.2K 253,928 D
2025-05-21 Webster Karen L. Director A-Award A Common Stock, par value $0.00001 per share 604 0.00 7,504 D
2025-05-21 East Stephen F. Director A-Award A Common Stock, par value $0.00001 per share 604 0.00 3,604 D
2025-05-21 Brehm Kyle M. Director A-Award A Common Stock, par value $0.00001 per share 604 0.00 22,912 D
2025-05-20 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 98.00 294.0K 281,000 I
2025-05-19 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 11,683 98.76 1.15M 256,391 D
2025-05-13 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 8,925 90.34 806.3K 268,149 D
2025-05-13 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,000 86.42 259.3K 312,000 I
2025-05-12 Hollis Kerissa Officer S-Sale D Common Stock, par value $0.00001 per share 1,660 86.34 143.3K 13,536 D
2025-05-09 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 9,000 81.86 736.7K 277,074 D
2025-05-09 Hartje Karen Officer M-Exempt A Common Stock, par value $0.00001 per share 16,362 8.68 142.0K 253,686 D
2025-05-08 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 18,000 75.00 1.35M 315,000 I
2025-05-08 Hartje Karen Officer S-Sale D Common Stock, par value $0.00001 per share 8,845 72.91 644.9K 275,726 D
2025-04-02 Krause Justin Officer F-InKind D Common Stock, par value $0.00001 per share 754 37.19 28.0K 97,147 D
2025-04-01 Youakim Charles Director / Officer / 10% Owner F-InKind D Common Stock, par value $0.00001 per share 6,975 36.34 253.5K 12,353,427 D
2025-04-01 Sabzivand Amin Officer F-InKind D Common Stock, par value $0.00001 per share 19,800 36.34 719.5K 286,074 D
2025-04-01 Paradis Paul Director / Officer F-InKind D Common Stock, par value $0.00001 per share 12,240 36.34 444.8K 578,382 D
2025-04-01 Krause Justin Officer F-InKind D Common Stock, par value $0.00001 per share 2,065 36.34 75.0K 97,901 D
2025-04-01 Hollis Kerissa Officer F-InKind D Common Stock, par value $0.00001 per share 590 36.34 21.4K 12,010 D
2025-04-01 Hartje Karen Officer F-InKind D Common Stock, par value $0.00001 per share 10,440 36.34 379.4K 192,684 D
2025-03-20 Youakim Charles Director / Officer / 10% Owner A-Award A Common Stock, par value $0.00001 per share 2,000 231.96 463.9K 2,060,067 D
2025-03-20 Sabzivand Amin Officer A-Award A Common Stock, par value $0.00001 per share 2,000 231.96 463.9K 52,370 D
2025-03-20 Paradis Paul Director / Officer A-Award A Common Stock, par value $0.00001 per share 1,000 231.96 232.0K 98,437 D
2025-03-20 Krause Justin Officer A-Award A Common Stock, par value $0.00001 per share 400 231.96 92.8K 16,661 D
2025-03-20 Hollis Kerissa Officer A-Award A Common Stock, par value $0.00001 per share 600 231.96 139.2K 2,100 D
2025-03-20 Hartje Karen Officer A-Award A Common Stock, par value $0.00001 per share 1,000 231.96 232.0K 34,310 D
2025-03-15 Sabzivand Amin Officer F-InKind D Common Stock, par value $0.00001 per share 86 232.51 20.0K 46,351 D
2025-02-18 Hartje Karen Officer M-Exempt A Common Stock, par value $0.00001 per share 1,337 1.90 2.5K 35,527 D
2025-02-14 Hartje Karen Officer M-Exempt A Common Stock, par value $0.00001 per share 684 31.92 21.8K 35,805 D
2025-01-16 Hartje Karen Officer M-Exempt A Common Stock, par value $0.00001 per share 3,457 31.92 110.3K 38,578 D
2025-01-02 Krause Justin Officer F-InKind D Common Stock, par value $0.00001 per share 147 272.79 40.1K 16,261 D
2025-01-01 Youakim Charles Director / Officer / 10% Owner F-InKind D Common Stock, par value $0.00001 per share 1,196 255.80 305.9K 2,058,067 D
2025-01-01 Sabzivand Amin Officer F-InKind D Common Stock, par value $0.00001 per share 337 255.80 86.2K 46,437 D
2025-01-01 Paradis Paul Director / Officer F-InKind D Common Stock, par value $0.00001 per share 639 255.80 163.5K 97,437 D
2025-01-01 Hartje Karen Officer F-InKind D Common Stock, par value $0.00001 per share 438 255.80 112.0K 35,121 D
2024-12-31 East Stephen F. Director Common Stock, par value $0.00001 per share 0 0.00 300 I
2024-12-15 Sabzivand Amin Officer F-InKind D Common Stock, par value $0.00001 per share 86 309.01 26.6K 46,774 D
2024-12-05 Brehm Kyle M. Director P-Purchase A Common Stock, par value $0.00001 per share 110 360.00 39.6K 3,718 D
2024-11-26 Purcell Paul Martin Director S-Sale D Common Stock 2,401 465.72 1.12M 58,275 I
2024-11-25 Purcell Paul Martin Director S-Sale D Common Stock 739 465.45 344.0K 60,676 I
2024-11-22 Purcell Paul Martin Director S-Sale D Common Stock 7,981 462.80 3.69M 61,415 I
2024-11-21 Purcell Paul Martin Director S-Sale D Common Stock 2,500 451.14 1.13M 69,496 I
2024-11-20 Brehm Kyle M. Director P-Purchase A Common Stock, par value $0.00001 per share 106 402.00 42.6K 3,608 D
2024-11-19 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 13,346 400.49 5.34M 55,500 I
2024-11-18 Purcell Paul Martin Director S-Sale D Common Stock 5,700 387.77 2.21M 75,796 I
2024-11-18 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 4,026 400.00 1.61M 68,846 I
2024-11-15 Purcell Paul Martin Director S-Sale D Common Stock 1,280 376.26 481.6K 81,496 I
2024-11-15 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 1,560 385.00 600.6K 72,872 I
2024-10-17 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 750 205.14 153.9K 47,610 D
2024-10-15 Krause Justin Officer M-Exempt A Common Stock, par value $0.00001 per share 1,500 59.04 88.6K 17,908 D
2024-10-14 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 1,500 187.00 280.5K 48,360 D
2024-10-02 Purcell Paul Martin Director S-Sale D Common Stock 7,824 164.86 1.29M 82,776 I
2024-10-02 Krause Justin Officer F-InKind D Common Stock, par value $0.00001 per share 125 162.37 20.3K 16,408 D
2024-10-01 Youakim Charles Director / Officer / 10% Owner 0 0.00 0
2024-10-01 Sabzivand Amin Officer F-InKind D Common Stock, par value $0.00001 per share 302 163.71 49.4K 49,860 D
2024-10-01 Purcell Paul Martin Director S-Sale D Common Stock 1,233 166.74 205.6K 90,600 I
2024-10-01 Paradis Paul Director / Officer F-InKind D Common Stock, par value $0.00001 per share 604 163.71 98.9K 98,076 D
2024-10-01 Hollis Kerissa Officer A-Award A Common Stock, par value $0.00001 per share 3,186 0.00 15,196 D
2024-10-01 Hartje Karen Officer F-InKind D Common Stock, par value $0.00001 per share 402 163.71 65.8K 35,559 D
2024-09-30 Purcell Paul Martin Director S-Sale D Common Stock 9,808 170.43 1.67M 91,833 I
2024-09-26 Purcell Paul Martin Director S-Sale D Common Stock 809 180.21 145.8K 101,641 I
2024-09-24 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 500 168.20 84.1K 50,162 D
2024-09-24 Purcell Paul Martin Director S-Sale D Common Stock 15,000 172.66 2.59M 102,450 I
2024-09-24 Krause Justin Officer M-Exempt D Stock Options 1,500 59.04 88.6K 1,935 D
2024-09-23 Purcell Paul Martin Director S-Sale D Common Stock 1,800 165.35 297.6K 117,450 I
2024-09-20 Purcell Paul Martin Director S-Sale D Common Stock 797 165.08 131.6K 119,250 I
2024-09-19 Purcell Paul Martin Director S-Sale D Common Stock 6,618 157.87 1.04M 120,047
2024-09-19 Krause Justin Officer M-Exempt A Common Stock, par value $0.00001 per share 1,500 59.04 88.6K 18,033 D
2024-09-17 Hartje Karen Officer S-Sale D Common Stock, par value $0.00001 per share 1,000 152.00 152.0K 35,961
2024-09-16 Sabzivand Amin Officer F-InKind D Common Stock, par value $0.00001 per share 86 150.31 12.9K 51,662
2024-09-13 Purcell Paul Martin Director S-Sale D Common Stock 5,000 149.92 749.6K 126,665
2024-09-12 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 500 147.00 73.5K 52,748
2024-09-12 Purcell Paul Martin Director S-Sale D Common Stock 415 149.05 61.9K 131,665
2024-09-11 Purcell Paul Martin Director S-Sale D Common Stock 10,000 134.33 1.34M 132,080
2024-09-10 Purcell Paul Martin Director S-Sale D Common Stock 10,000 132.56 1.33M 142,080
2024-09-09 Purcell Paul Martin Director S-Sale D Common Stock 8,400 131.40 1.10M 152,080
2024-09-09 Paradis Paul Director / Officer G-Gift D Common Stock, par value $0.00001 per share 74,432 0.00 98,680
2024-09-06 Purcell Paul Martin Director S-Sale D Common Stock 228 138.00 31.5K 160,480
2024-09-05 Purcell Paul Martin Director S-Sale D Common Stock 5,712 135.51 774.1K 160,708
2024-09-04 Purcell Paul Martin Director S-Sale D Common Stock 10,926 132.40 1.45M 166,420
2024-09-03 Purcell Paul Martin Director S-Sale D Common Stock 6,512 130.98 852.9K 177,346
2024-08-30 Purcell Paul Martin Director S-Sale D Common Stock 10,000 134.22 1.34M 183,858
2024-08-30 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,290 133.68 439.8K 173,112
2024-08-29 Purcell Paul Martin Director S-Sale D Common Stock 5,749 134.77 774.8K 193,858
2024-08-29 Krause Justin Officer M-Exempt A Common Stock, par value $0.00001 per share 1,500 59.04 88.6K 18,033
2024-08-28 Purcell Paul Martin Director S-Sale D Common Stock 3,808 130.42 496.6K 199,607
2024-08-27 Purcell Paul Martin Director S-Sale D Common Stock 5,000 129.73 648.6K 203,415
2024-08-26 Purcell Paul Martin Director S-Sale D Common Stock 500 127.12 63.6K 208,738
2024-08-23 Purcell Paul Martin Director S-Sale D Common Stock 8,731 129.43 1.13M 209,238
2024-08-23 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,290 128.90 424.1K 176,402
2024-08-22 Purcell Paul Martin Director S-Sale D Common Stock 2,196 132.16 290.2K 217,969
2024-08-21 Purcell Paul Martin Director S-Sale D Common Stock 15,000 133.42 2.00M 220,165
2024-08-20 Purcell Paul Martin Director S-Sale D Common Stock 889 131.27 116.7K 235,165
2024-08-19 Sabzivand Amin Officer S-Sale D Common Stock, par value $0.00001 per share 1,500 129.96 194.9K 53,248
2024-08-19 Purcell Paul Martin Director S-Sale D Common Stock 19,187 127.51 2.45M 236,054
2024-08-16 Purcell Paul Martin Director S-Sale D Common Stock 1,556 124.43 193.6K 255,241
2024-08-16 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,290 122.97 404.6K 179,692
2024-08-15 Purcell Paul Martin Director S-Sale D Common Stock 5,000 123.48 617.4K 256,797
2024-08-14 Purcell Paul Martin Director S-Sale D Common Stock 800 126.05 100.8K 261,797
2024-08-13 Purcell Paul Martin Director S-Sale D Common Stock 7,119 125.39 892.7K 262,597
2024-08-12 Purcell Paul Martin Director S-Sale D Common Stock 29,924 121.61 3.64M 269,716
2024-08-12 Krause Justin Officer M-Exempt A Common Stock, par value $0.00001 per share 1,461 59.04 86.3K 17,994
2024-08-09 Purcell Paul Martin Director S-Sale D Common Stock 15,000 111.54 1.67M 299,640
2024-08-09 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 3,290 103.27 339.8K 182,982
2024-08-08 Purcell Paul Martin Director S-Sale D Common Stock 30,010 100.95 3.03M 314,640
2024-08-08 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 1,645 102.89 169.3K 186,272
2024-08-02 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 1,645 75.03 123.4K 187,917
2024-07-31 Purcell Paul Martin Director S-Sale D Common Stock 5,000 85.69 428.5K 344,650
2024-07-29 Purcell Paul Martin Director S-Sale D Common Stock 508 86.98 44.2K 349,650
2024-07-26 Purcell Paul Martin Director S-Sale D Common Stock 555 85.61 47.5K 350,158
2024-07-26 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 1,645 84.17 138.5K 189,562
2024-07-23 Purcell Paul Martin Director S-Sale D Common Stock 1,138 87.53 99.6K 350,713
2024-07-22 Purcell Paul Martin Director S-Sale D Common Stock 1,930 85.58 165.2K 351,851
2024-07-19 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 1,645 84.94 139.7K 191,207
2024-07-18 East Stephen F. Director D Common Stock, par value $0.00001 per share 0 0.00 500
2024-07-18 Brehm Kyle M. Director D Common Stock, par value $0.00001 per share 0 0.00 3,002
2024-07-17 Purcell Paul Martin Director S-Sale D Common Stock 600 92.03 55.2K 353,781
2024-07-16 Purcell Paul Martin Director S-Sale D Common Stock 7,296 89.01 649.4K 354,381
2024-07-15 Purcell Paul Martin Director S-Sale D Common Stock 739 87.30 64.5K 361,677
2024-07-12 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 1,645 84.43 138.9K 192,852
2024-07-09 Purcell Paul Martin Director S-Sale D Common Stock 16,141 95.46 1.54M 362,416
2024-07-09 Krause Justin Officer M-Exempt A Common Stock, par value $0.00001 per share 1,619 1.90 3.1K 18,152
2024-07-08 Purcell Paul Martin Director S-Sale D Common Stock 1,890 90.17 170.4K 378,557
2024-07-05 Paradis Paul Director / Officer S-Sale D Common Stock, par value $0.00001 per share 1,645 89.84 147.8K 194,497
2024-07-03 Purcell Paul Martin Director S-Sale D Common Stock 12,100 89.61 1.08M 380,447
2024-07-02 Purcell Paul Martin Director S-Sale D Common Stock 3,626 87.68 317.9K 392,547
2024-07-02 Krause Justin Officer F-InKind D Common Stock, par value $0.00001 per share 125 88.89 11.1K 16,533
2024-07-01 Youakim Charles Director / Officer / 10% Owner F-InKind D Common Stock, par value $0.00001 per share 1,163 88.95 103.4K 2,060,425
2024-07-01 Sabzivand Amin Officer F-InKind D Common Stock, par value $0.00001 per share 302 88.95 26.9K 54,748
2024-07-01 Purcell Paul Martin Director S-Sale D Common Stock 4,000 89.19 356.8K 396,173
2024-07-01 Paradis Paul Director / Officer F-InKind D Common Stock, par value $0.00001 per share 604 88.95 53.7K 196,142

Executive team

Top executives
EBIT / Employee
439.8K
Shares Outstanding
33.80M

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
2026-05-06 8-K
2026-04-30 10-K/A
2026-04-15 8-K
2026-04-09 8-K
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-04-03 4
2026-04-03 4

Executive team

NameTitleCompensationGender
Charles G. Youakim Co-Founder, Executive Chairman & Chief Executive Officer 1M male
Paul Victor Paradis Co-Founder, President & Executive Director 578.5K male
Lee Dickson Brading Chief Financial Officer 517.9K male
Amin Sabzivand Chief Operating Officer male
Justin Krause Senior Vice President of Finance & Financial Controller
Kerissa Hollis Chief Compliance Officer, General Counsel & Corporate Secretary female
ESG Rating
B
FINANCIAL - CREDIT SERVICES
2026
E (Environmental)
76.2 / 60.0
Company / Sector avg.
S (Social)
78.2 / 63.1
Company / Sector avg.
G (Governance)
72.6 / 59.1
Company / Sector avg.
ESG Total
75.7 / 60.7
Company / Sector avg.
ESG Score History FINANCIAL - CREDIT SERVICES
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