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Shake Shack Inc. (SHAK)

USD60.85 +0.76 (+1.26%)
US NYSE Consumer Cyclical Restaurants
Address 225 Varick Street 10014
New York City, NY, US
CEO Robert Lynch
IPO 2015-01-30
CIK 1620533 ISIN US8190471016

Explore sections of this company profile

Description

Shake Shack Inc. manages a global network of Shake Shack restaurants, known as Shacks, through a combination of direct ownership, operation, and licensing agreements in the United States and abroad. These eateries are renowned for their menu, which features classic American fare such as hamburgers, hot dogs, chicken sandwiches, signature crinkle-cut fries, milkshakes, frozen custard, and various beverages including beer and wine. By December 29, 2021, the company's footprint extended to 369 Shacks worldwide. This total comprised 218 company-operated units within the U.S., 25 domestically licensed establishments, and 126 internationally licensed locations. Founded in 2001, Shake Shack Inc. is headquartered in New York City.

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
USD60.85 +0.76 (+1.26%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.63
Float Shares
38.46M
Free Float %
95.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-8.04% -8.90% -34.59% -27.47% -31.13% -20.54% -42.93% -1.09% -21.34% +88.27% +40.52%
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 (36 ratings, all time) Buy
Price Targets & DCF
Current price
60.85
Low 76.00 +24.9%
Consensus 104.60 +71.9%
Median 100.00 +64.3%
High 148.00 +143.2%
DCF (Levered) 69.17 +13.7%

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) 59% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 14 0
Hold 12 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 6
98.00
+61.1%
Last Quarter 8
106.75
+75.4%
Last Year 22
117.95
+93.8%
All Time 64
109.08
+79.3%
Quality scores
Altman Z-Score
2.20
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Restaurants: +7.4%
    +15.4% Q2'26: +14.3% (vs Q1'25)
  • EPS growth Restaurants: +14.8%
    +354.2% Q2'26: -107.2% (vs Q1'25)
  • FCF margin FCF growth · Restaurants: +21.6%
    -1.2% Q2'26: -4.7% (vs Q1'25)
  • EBIT margin Restaurants: +6.1%
    +5.2% Q2'26: +0.0% (vs Q1'25)
  • ROIC Restaurants: +6.2%
    +4.7% Q2'26: +0.0% (vs Q1'25)
  • Share dilution Restaurants: +0.0%
    -5.3% Q2'26: -3.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Restaurants: 0.72×
    4.97× Q2'26: 7.75× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.78) × ERP
WACC = 76% × Ke + 24% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 60.85
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
21 Rev. Ana.
16 EPS Ana.
Dec 2027
21 Rev. Ana.
16 EPS Ana.
Dec 2028
11 Rev. Ana.
5 EPS Ana.
Dec 2029
5 Rev. Ana.
1 EPS Ana.
Dec 2030
5 Rev. Ana.
1 EPS Ana.
Revenue
190.59M
est: 189.93M (+0.3%)
268.48M
est: 265.91M (+1.0%)
358.81M
est: 355.47M (+0.9%)
459.31M
est: 453.94M (+1.2%)
594.52M
est: 595.99M (-0.2%)
522.87M
est: 522.90M (0.0%)
739.89M
est: 739.90M (0.0%)
900.49M
est: 900.50M (0.0%)
1.09B
est: 1.12B (-3.3%)
1.25B
est: 1.25B (0.0%)
1.45B
est: 1.45B (0.0%)
1.66B
1.63B – 1.71B
+14.9% YoY
1.91B
1.84B – 1.96B
+15.1% YoY
2.16B
2.16B – 2.16B
+13.2% YoY
2.49B
2.41B – 2.56B
+14.9% YoY
2.81B
2.73B – 2.89B
+13.1% YoY
EBITDA
16.98M
est: 12.43M (+36.6%)
43.37M
est: 17.40M (+149.2%)
183.64M
est: 138.76M (+32.3%)
62.23M
est: 32.62M (+90.8%)
68.65M
est: 39.01M (+76.0%)
5.58M
est: 14.56M (-61.6%)
44.48M
est: 81.28M (-45.3%)
51.53M
est: 80.96M (-36.4%)
111.74M
est: 228.83M (-51.2%)
120.90M
est: 254.90M (-52.6%)
181.37M
est: 294.14M (-38.3%)
337.94M
331.79M – 348.18M
+14.9% YoY
388.81M
374.49M – 399.05M
+15.1% YoY
440.21M
440.19M – 440.23M
+13.2% YoY
505.94M
490.21M – 520.70M
+14.9% YoY
572.20M
554.41M – 588.89M
+13.1% YoY
EBIT
6.76M
est: -3.87M (+274.8%)
28.87M
est: -5.41M (+633.3%)
161.94M
est: 26.82M (+503.8%)
33.23M
est: 16.31M (+103.7%)
27.95M
est: -12.13M (+330.3%)
-44.66M
est: -47.76M (+6.5%)
-15.76M
est: -25.40M (+38.0%)
-22.77M
est: -20.66M (-10.2%)
18.70M
est: 153.12M (-87.8%)
16.29M
est: 170.56M (-90.4%)
74.77M
est: 196.82M (-62.0%)
226.12M
222.01M – 232.98M
+14.9% YoY
260.17M
250.58M – 267.01M
+15.1% YoY
294.56M
294.54M – 294.57M
+13.2% YoY
338.54M
328.01M – 348.41M
+14.9% YoY
382.88M
370.98M – 394.05M
+13.1% YoY
Net Income
-8.78M
est: 14.14M (-162.0%)
12.45M
est: 20.19M (-38.3%)
-320.0K
est: 998.4K (-132.1%)
15.18M
est: 6.30M (+140.9%)
19.83M
est: 29.01M (-31.7%)
-42.16M
est: -51.35M (+17.9%)
-4.56M
est: -7.71M (+40.9%)
-21.23M
est: -23.20M (+8.5%)
20.26M
est: 25.45M (-20.4%)
10.21M
est: 36.78M (-72.2%)
45.73M
est: 53.99M (-15.3%)
58.15M
30.88M – 63.77M
+7.7% YoY
74.79M
31.13M – 89.65M
+28.6% YoY
100.25M
75.61M – 100.57M
+34.0% YoY
106.29M
102.00M – 110.32M
+6.0% YoY
133.07M
127.70M – 138.12M
+25.2% YoY
SGA
53.03M
est: 38.54M (+37.6%)
52.38M
est: 53.96M (-2.9%)
67.20M
est: 256.97M (-73.8%)
85.43M
est: 137.32M (-37.8%)
114.10M
est: 120.94M (-5.7%)
115.84M
est: 158.18M (-26.8%)
146.42M
est: 250.84M (-41.6%)
188.52M
est: 230.51M (-18.2%)
209.39M
est: 205.83M (+1.7%)
242.12M
est: 229.28M (+5.6%)
176.23M
est: 264.58M (-33.4%)
303.97M
298.45M – 313.18M
+14.9% YoY
349.73M
336.85M – 358.94M
+15.1% YoY
395.97M
395.95M – 395.99M
+13.2% YoY
455.09M
440.94M – 468.36M
+14.9% YoY
514.69M
498.69M – 529.70M
+13.1% YoY
EPS
-0.65
est: 0.32 (-303.1%)
0.54
est: 0.46 (+18.2%)
-0.09
est: 0.52 (-116.9%)
0.54
est: 0.68 (-20.7%)
0.63
est: 0.66 (-4.0%)
-1.23
est: -0.66 (-85.6%)
-0.22
est: -0.13 (-73.9%)
-0.66
est: -0.36 (-82.1%)
0.51
est: 0.60 (-15.6%)
0.26
est: 0.89 (-70.9%)
1.14
est: 1.29 (-11.6%)
1.25
0.74 – 1.52
-3.4% YoY
1.61
0.74 – 2.14
+29.0% YoY
2.04
1.81 – 2.40
+26.8% YoY
2.54
2.44 – 2.64
+24.7% YoY
3.18
3.05 – 3.30
+25.2% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-07 TD Cowen Hold Hold Maintain
2026-04-27 DA Davidson Buy Buy Maintain
2026-04-24 JP Morgan Neutral Neutral Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-05-06 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-05-05 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-05-04 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-05-01 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-04-30 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-04-29 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-04-28 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-04-27 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-04-24 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-04-23 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-04-22 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-04-21 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-04-20 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-04-17 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5
2026-04-16 C+ 2/5 3/5 3/5 4/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
201.77M
OE per share TTM
4.83
Owner's Yield
7.23%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
89.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
98
Total invested
188.55M
Insider transactions (90d)
0
Beneficial owners (>5%)
26
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 6.66M 17.00% 6.51M 6.66M HC Delaware 2022-03-11
2 Daniel H. Meyer 5.71M 18.70% 2.43M 3.28M 2.43M 10.00 IN Citizenship or Place of Organization 2017-07-20
3 13-3017981 4.08M 10.40% 4.05M 4.08M HC New York 2022-05-10
4 The Vanguard Group - 23-1945930 4.02M 10.28% 70.7K 3.92M 104.0K IA Pennsylvania For 2022-02-10
5 Gagnon, Howe & Co. LLC 2.97M 7.75% BD New York 2021-02-16
6 Abigail P. Johnson 2.86M 10.35% 2.86M IN Delaware 2018-05-10
7 FMR LLC 2.86M 10.35% 641.5K 2.86M HC Delaware 2018-05-10
8 Alger Associates, Inc. 13-3017981 2.78M 7.26% 2.78M 2.78M HC Delaware 2021-02-16
9 Alger Group Holdings, LLC 2.78M 7.26% 2.78M 2.78M HC Delaware 2021-02-16
10 Fred Alger Management, LLC 2.78M 7.26% 2.78M 2.78M IA Delaware 2021-02-16
11 GRAMERCY TAVERN CORP. 2.69M 9.40% 2.69M 10.00 CO Citizenship or Place of Organization 2017-07-20
12 Gilder, Gagnon, Howe & Co. LLC 2.65M 6.80% 2.65M BD New York 2022-02-14
13 12 West Capital Management LP 2.60M 9.90% 2.60M 2.60M IA Citizenship or Place of Organization 2018-02-14
14 Gagnon, Howe & Co. LLC 2.26M 6.68% 2.26M BD New York 2020-02-14
15 LLC 2.03M 6.90% 52.4K 52.4K 1.97M BD New York 2019-02-15
16 Morgan Stanley 1.24M 4.40% 1.24M 13.00 HC, CO Delaware. 2018-08-09
17 Morgan Stanley Investment Management Inc. 1.24M 4.40% 13.00 IA, CO Delaware. 2018-08-09
18 Daniel H. Meyer 2012 Gift Trust U/A/D 10/31/12 590.9K 2.20% 590.9K 10.00 OO Citizenship or Place of Organization 2017-07-20
19 Jeffrey Uttz 182.5K 0.70% 182.5K 182.5K 10.00 IN Citizenship or Place of Organization 2017-05-26
20 Karen Kochevar 71.6K 0.30% 71.6K 71.6K 10.00 IN Citizenship or Place of Organization 2017-05-26
21 Granite Point Capital, L.P. 56.7K 0.22% 56.7K 56.7K 10.00 PN Delaware 2017-05-12
22 Identification #52-2069785 (formerly 13-2631108) 11.00% IA Delaware 2017-02-03
23 George S. Loening 0.00% HC, IN Delaware 2022-02-14
24 Gulf Five LLC 0.00% 10.00 OO Citizenship or Place of Organization 2017-02-03
25 Select Equity Group, L.P. 0.00% IA Delaware 2022-02-14
26 UNION SQUARE HOSPITALITY GROUP, LLC 0.00% 10.00 OO Citizenship or Place of Organization 2017-02-03

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
98
-295 vs prev Q
New positions
17
Closed positions
282
Increased
46
Reduced
34
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 MACQUARIE MANAGEMENT HOLDINGS, INC. 178.6K +178.6K (+100.0%) 14.50B +14.5B (+100.0%) 0.44% +0.444 pp 0.02% +0.022 pp USD81.17 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 5.76M -159.4K (-2.7%) 467.29M -86.5M (-15.6%) 14.30% -0.444 pp 0.01% -0.002 pp USD103.95 -21.9% 6 qtrs
3 VANGUARD GROUP INC 4.31M -19.8K (-0.5%) 350.13M -55.5M (-13.7%) 10.72% -0.084 pp 0.01% -0.001 pp USD55.40 +46.5% 44 qtrs
4 WELLINGTON MANAGEMENT GROUP LLP 2.98M +392.0K (+15.1%) 242.12M -410.3K (-0.2%) 7.41% +0.953 pp 0.04% +0.000 pp USD82.11 -1.1% 34 qtrs
5 12 WEST CAPITAL MANAGEMENT LP 1.96M +210.0K (+12.0%) 159.39M -4.8M (-2.9%) 4.88% +0.508 pp 18.98% +1.956 pp USD58.17 +39.5% 44 qtrs
6 STATE STREET CORP 1.44M -4.6K (-0.3%) 117.05M -18.4M (-13.6%) 3.58% -0.023 pp 0.00% -0.001 pp USD64.26 +26.3% 44 qtrs
7 MORGAN STANLEY 1.31M -73.6K (-5.3%) 106.59M -23.2M (-17.9%) 3.26% -0.194 pp 0.01% -0.002 pp USD102.53 -20.8% 44 qtrs
8 GILDER GAGNON HOWE & CO LLC 1.27M -37.2K (-2.8%) 103.01M -19.3M (-15.8%) 3.15% -0.103 pp 1.09% -0.159 pp USD48.56 +67.2% 44 qtrs
9 UBS GROUP AG 1.09M +238.6K (+27.9%) 88.85M +8.7M (+10.9%) 2.72% +0.586 pp 0.01% +0.002 pp USD108.97 -25.5% 44 qtrs
10 SQUAREPOINT OPS LLC 1.08M -43.3K (-3.9%) 87.27M -17.4M (-16.6%) 2.67% -0.117 pp 0.09% -0.012 pp USD92.40 -12.2% 37 qtrs
11 SWEDBANK AB 1.04M +1.0M (+100.0%) 84.09M +84.1M (+100.0%) 2.57% +2.574 pp 0.08% +0.081 pp USD81.17 +0.0% 1 qtrs NEW
12 VAN BERKOM & ASSOCIATES INC. 923.3K +199.7K (+27.6%) 74.95M +7.2M (+10.6%) 2.29% +0.490 pp 2.16% +0.202 pp USD78.90 +2.9% 19 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 920.2K -385.0 (0.0%) 74.71M -11.5M (-13.3%) 2.29% -0.008 pp 0.00% -0.001 pp USD69.68 +16.5% 43 qtrs
14 BANK OF AMERICA CORP /DE/ 813.7K -399.2K (-32.9%) 66.05M -47.5M (-41.8%) 2.02% -1.002 pp 0.00% -0.003 pp USD95.85 -15.3% 44 qtrs
15 FISHER ASSET MANAGEMENT, LLC 702.1K +19.6K (+2.9%) 56.99M -6.9M (-10.8%) 1.74% +0.043 pp 0.02% -0.004 pp USD85.45 -5.0% 14 qtrs
16 DIMENSIONAL FUND ADVISORS LP 653.7K +24.7K (+3.9%) 53.06M -5.8M (-9.9%) 1.62% +0.056 pp 0.01% -0.002 pp USD59.85 +35.6% 38 qtrs
17 JPMORGAN CHASE & CO 622.8K -179.7K (-22.4%) 50.55M -24.6M (-32.7%) 1.55% -0.453 pp 0.00% -0.001 pp USD103.99 -21.9% 42 qtrs
18 JENNISON ASSOCIATES LLC 588.3K +25.6K (+4.5%) 47.75M -4.9M (-9.4%) 1.46% +0.059 pp 0.03% -0.002 pp USD116.61 -30.4% 8 qtrs
19 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 576.1K +178.4K (+44.9%) 46.76M +9.5M (+25.6%) 1.43% +0.440 pp 0.05% -0.043 pp USD99.12 -18.1% 6 qtrs
20 GOLDMAN SACHS GROUP INC 561.2K +103.9K (+22.7%) 45.55M +2.7M (+6.4%) 1.39% +0.254 pp 0.01% +0.000 pp USD88.47 -8.3% 44 qtrs
21 CANADA PENSION PLAN INVESTMENT BOARD 545.7K +380.6K (+230.6%) 44.29M +28.8M (+186.6%) 1.36% +0.944 pp 0.03% +0.019 pp USD86.73 -6.4% 13 qtrs
22 ADAGE CAPITAL PARTNERS GP, L.L.C. 503.0K +503.0K (+100.0%) 40.83M +40.8M (+100.0%) 1.25% +1.250 pp 0.06% +0.062 pp USD81.17 +0.0% 1 qtrs NEW
23 FMR LLC 465.3K +154.4K (+49.7%) 37.77M +8.7M (+29.8%) 1.16% +0.381 pp 0.00% +0.000 pp USD70.19 +15.6% 38 qtrs
24 RAYMOND JAMES FINANCIAL INC 460.6K +81.6K (+21.5%) 37.15M +1.7M (+4.7%) 1.14% +0.200 pp 0.01% +0.000 pp USD115.15 -29.5% 5 qtrs
25 NORTHERN TRUST CORP 390.1K -23.0K (-5.6%) 31.66M -7.0M (-18.1%) 0.97% -0.061 pp 0.00% -0.001 pp USD62.84 +29.2% 44 qtrs
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 374.6K -4.6K (-1.2%) 30.41M -5.1M (-14.3%) 0.93% -0.015 pp 0.00% -0.001 pp USD70.74 +14.7% 44 qtrs
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 365.1K +100.1K (+37.8%) 29.64M +4.8M (+19.5%) 0.91% +0.247 pp 0.00% +0.001 pp USD103.18 -21.3% 42 qtrs
28 SPEARS ABACUS ADVISORS LLC 355.2K +355.2K (+100.0%) 28.84M +28.8M (+100.0%) 0.88% +0.883 pp 0.54% +0.540 pp USD81.17 +0.0% 1 qtrs NEW
29 WASATCH ADVISORS LP 349.7K -220.6K (-38.7%) 28.38M -25.0M (-46.8%) 0.87% -0.553 pp 0.17% -0.119 pp USD70.08 +15.8% 10 qtrs
30 JANE STREET GROUP, LLC 333.1K +13.5K (+4.2%) 27.04M -2.9M (-9.6%) 0.83% +0.031 pp 0.00% -0.001 pp USD110.71 -26.7% 6 qtrs
31 CITADEL ADVISORS LLC 329.5K -99.2K (-23.1%) 26.75M -13.4M (-33.4%) 0.82% -0.250 pp 0.00% -0.002 pp USD115.77 -29.9% 38 qtrs
32 CITIGROUP INC 315.7K +77.0K (+32.3%) 25.63M +3.3M (+14.7%) 0.78% +0.189 pp 0.01% +0.001 pp USD120.07 -32.4% 44 qtrs
33 MARSHALL WACE, LLP 282.6K -304.4K (-51.9%) 22.94M -32.0M (-58.3%) 0.70% -0.761 pp 0.02% -0.035 pp USD103.30 -21.4% 21 qtrs
34 INVESCO LTD. 270.9K -676.1K (-71.4%) 21.99M -66.7M (-75.2%) 0.67% -1.687 pp 0.00% -0.011 pp USD86.45 -6.1% 36 qtrs
35 MILLENNIUM MANAGEMENT LLC 260.8K +24.5K (+10.4%) 21.17M -954.2K (-4.3%) 0.65% +0.059 pp 0.01% -0.001 pp USD125.73 -35.4% 33 qtrs
36 BALYASNY ASSET MANAGEMENT L.P. 260.0K +256.6K (+7,501.6%) 21.10M +20.8M (+6,491.4%) 0.65% +0.637 pp 0.03% +0.026 pp USD81.81 -0.8% 15 qtrs
37 TWO SIGMA INVESTMENTS, LP 257.2K +25.7K (+11.1%) 20.88M -793.3K (-3.7%) 0.64% +0.062 pp 0.03% -0.003 pp USD113.17 -28.3% 17 qtrs
38 BARCLAYS PLC 252.1K +181.0K (+254.9%) 20.46M +13.1M (+179.1%) 0.63% +0.449 pp 0.00% +0.003 pp USD96.15 -15.6% 44 qtrs
39 RENAISSANCE TECHNOLOGIES LLC 252.0K +252.0K (+100.0%) 20.45M +20.5M (+100.0%) 0.63% +0.626 pp 0.03% +0.032 pp USD81.17 +0.0% 1 qtrs NEW
40 NORGES BANK 243.1K +243.1K (+100.0%) 19.73M +19.7M (+100.0%) 0.60% +0.604 pp 0.00% +0.002 pp USD81.17 +0.0% 1 qtrs NEW
41 BANK OF NEW YORK MELLON CORP 237.3K -8.6K (-3.5%) 19.26M -3.8M (-16.3%) 0.59% -0.023 pp 0.00% -0.001 pp USD53.57 +51.5% 44 qtrs
42 WOODLINE PARTNERS LP 223.3K +223.3K (+100.0%) 18.13M +18.1M (+100.0%) 0.55% +0.555 pp 0.07% +0.070 pp USD81.17 +0.0% 11 qtrs
43 ASSENAGON ASSET MANAGEMENT S.A. 221.6K +209.5K (+1,730.5%) 17.99M +16.9M (+1,487.2%) 0.55% +0.521 pp 0.02% +0.023 pp USD81.95 -1.0% 7 qtrs
44 CHAMPLAIN INVESTMENT PARTNERS, LLC 214.2K -68.2K (-24.1%) 17.39M -9.0M (-34.2%) 0.53% -0.172 pp 0.18% -0.023 pp USD79.13 +2.6% 23 qtrs
45 APERTURE INVESTORS, LLC 207.4K -53.2K (-20.4%) 16.83M -7.6M (-31.0%) 0.52% -0.134 pp 1.92% -1.419 pp USD88.53 -8.3% 9 qtrs
46 PRINCIPAL FINANCIAL GROUP INC 192.4K -2.1K (-1.1%) 15.62M -2.6M (-14.2%) 0.48% -0.007 pp 0.01% -0.001 pp USD89.89 -9.7% 36 qtrs
47 HUDSON BAY CAPITAL MANAGEMENT LP 185.0K +140.3K (+314.1%) 15.02M +10.8M (+259.1%) 0.46% +0.348 pp 0.05% +0.036 pp USD91.10 -10.9% 8 qtrs
48 GW&K INVESTMENT MANAGEMENT, LLC 158.2K +158.2K (+100.0%) 12.84M +12.8M (+100.0%) 0.39% +0.393 pp 0.11% +0.111 pp USD81.17 +0.0% 1 qtrs NEW
49 PUBLIC SECTOR PENSION INVESTMENT BOARD 139.3K -17.7K (-11.2%) 11.31M -3.4M (-23.0%) 0.35% -0.045 pp 0.04% -0.016 pp USD87.72 -7.5% 36 qtrs
50 CORNERSTONE CAPITAL, INC. 128.9K +13.2K (+11.4%) 10.46M -364.3K (-3.4%) 0.32% +0.032 pp 1.03% -0.028 pp USD60.32 +34.6% 22 qtrs
51 NEUBERGER BERMAN GROUP LLC 127.2K +24.8K (+24.3%) 10.32M +742.6K (+7.8%) 0.32% +0.061 pp 0.01% +0.001 pp USD80.13 +1.3% 43 qtrs
52 ALYESKA INVESTMENT GROUP, L.P. 125.3K +125.3K (+100.0%) 10.17M +10.2M (+100.0%) 0.31% +0.311 pp 0.03% +0.029 pp USD81.17 +0.0% 1 qtrs NEW
53 CI INVESTMENTS INC. 116.2K +25.1K (+27.6%) 9.43M +904.4K (+10.6%) 0.29% +0.062 pp 0.04% +0.010 pp USD87.04 -6.7% 7 qtrs
54 ALLIANCEBERNSTEIN L.P. 110.4K +62.0K (+128.3%) 8.96M +4.4M (+98.0%) 0.27% +0.154 pp 0.00% +0.001 pp USD85.86 -5.5% 43 qtrs
55 GDS WEALTH MANAGEMENT 108.0K -26.9K (-19.9%) 8.76M -3.9M (-30.6%) 0.27% -0.068 pp 0.55% -0.285 pp USD108.80 -25.4% 6 qtrs
56 RHUMBLINE ADVISERS 104.4K -5.9K (-5.3%) 8.48M -1.9M (-17.9%) 0.26% -0.016 pp 0.01% -0.001 pp USD57.38 +41.5% 43 qtrs
57 SILVERCREST ASSET MANAGEMENT GROUP LLC 103.7K +27.5K (+36.1%) 8.41M +1.3M (+18.0%) 0.26% +0.068 pp 0.06% +0.011 pp USD90.81 -10.6% 8 qtrs
58 BLAIR WILLIAM & CO/IL 103.3K -1.4K (-1.3%) 8.39M -1.4M (-14.5%) 0.26% -0.004 pp 0.02% -0.004 pp USD49.54 +63.8% 42 qtrs
59 LEGAL & GENERAL GROUP PLC 100.0K -6.3K (-5.9%) 8.12M -1.8M (-18.4%) 0.25% -0.017 pp 0.00% 0.000 pp USD65.23 +24.4% 39 qtrs
60 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 99.8K +34.8K (+53.5%) 8.10M +2.0M (+33.1%) 0.25% +0.086 pp 0.13% +0.029 pp USD119.89 -32.3% 3 qtrs
61 EXODUSPOINT CAPITAL MANAGEMENT, LP 99.2K +77.5K (+357.6%) 8.05M +6.0M (+296.8%) 0.25% +0.192 pp 0.06% +0.042 pp USD83.89 -3.2% 11 qtrs
62 NORDEA INVESTMENT MANAGEMENT AB 98.8K -7.5K (-7.0%) 7.97M -1.9M (-19.1%) 0.25% -0.019 pp 0.01% -0.002 pp USD101.32 -19.9% 6 qtrs
63 97.7K +97.7K (+100.0%) 7.91M +7.9M (+100.0%) 0.24% +0.243 pp 0.15% +0.153 pp USD81.17 +0.0% 1 qtrs NEW
64 BNP PARIBAS ARBITRAGE, SNC 95.6K -364.1K (-79.2%) 7.76M -35.3M (-82.0%) 0.24% -0.908 pp 0.00% -0.020 pp USD109.67 -26.0% 44 qtrs
65 LINONIA PARTNERSHIP LP 95.5K +— (+0.0%) 7.75M -1.2M (-13.3%) 0.24% -0.001 pp 0.18% -0.059 pp USD74.12 +9.5% 9 qtrs
66 NUVEEN, LLC 83.8K -168.2K (-66.7%) 6.80M -16.8M (-71.2%) 0.21% -0.420 pp 0.00% -0.004 pp USD88.17 -7.9% 4 qtrs
67 QUINN OPPORTUNITY PARTNERS LLC 83.8K +79.8K (+1,994.3%) 6.80M +6.4M (+1,716.0%) 0.21% +0.198 pp 0.29% +0.260 pp USD81.76 -0.7% 4 qtrs
68 KBC GROUP NV 80.5K -27.6K (-25.5%) 6.54M -3.6M (-35.4%) 0.20% -0.070 pp 0.01% -0.009 pp USD92.27 -12.0% 21 qtrs
69 TWO SIGMA ADVISERS, LP 80.0K +43.1K (+116.8%) 6.49M +3.0M (+88.0%) 0.20% +0.107 pp 0.01% +0.006 pp USD105.17 -22.8% 17 qtrs
70 ROYAL BANK OF CANADA 78.0K -87.2K (-52.8%) 6.33M -9.1M (-59.0%) 0.19% -0.218 pp 0.00% -0.002 pp USD100.05 -18.9% 44 qtrs
71 INTECH INVESTMENT MANAGEMENT LLC 77.9K +22.3K (+40.1%) 6.32M +1.1M (+21.5%) 0.19% +0.055 pp 0.06% +0.010 pp USD100.36 -19.1% 7 qtrs
72 FRED ALGER MANAGEMENT, LLC 77.4K +25.2K (+48.1%) 6.28M +1.4M (+28.4%) 0.19% +0.062 pp 0.02% +0.006 pp USD80.13 +1.3% 44 qtrs
73 AMERIPRISE FINANCIAL INC 76.0K -754.7K (-90.8%) 6.17M -71.6M (-92.1%) 0.19% -1.882 pp 0.00% -0.017 pp USD100.29 -19.1% 37 qtrs
74 SWISS NATIONAL BANK 75.4K +1.3K (+1.8%) 6.12M -816.3K (-11.8%) 0.19% +0.003 pp 0.00% 0.000 pp USD56.49 +43.7% 43 qtrs
75 WELLS FARGO & COMPANY/MN 72.9K -44.7K (-38.0%) 5.92M -5.1M (-46.2%) 0.18% -0.112 pp 0.00% -0.001 pp USD89.65 -9.5% 44 qtrs
76 UBS ASSET MANAGEMENT AMERICAS INC 71.3K -1.9K (-2.6%) 5.79M -1.1M (-15.5%) 0.18% -0.005 pp 0.00% 0.000 pp USD70.35 +15.4% 35 qtrs
77 KETTLE HILL CAPITAL MANAGEMENT, LLC 71.3K +71.3K (+100.0%) 5.79M +5.8M (+100.0%) 0.18% +0.177 pp 1.29% +1.291 pp USD81.17 +0.0% 1 qtrs NEW
78 HRT FINANCIAL LP 70.4K +39.5K (+127.8%) 5.72M +2.8M (+97.5%) 0.18% +0.098 pp 0.02% +0.007 pp USD103.75 -21.8% 9 qtrs
79 COOPER INVESTORS PTY LTD 64.1K +64.1K (+100.0%) 5.21M +5.2M (+100.0%) 0.16% +0.159 pp 1.73% +1.730 pp USD81.17 +0.0% 6 qtrs
80 MADISON ASSET MANAGEMENT, LLC 58.4K +15.9K (+37.3%) 4.74M +757.4K (+19.0%) 0.15% +0.039 pp 0.05% +0.011 pp USD75.71 +7.2% 23 qtrs
81 AQR CAPITAL MANAGEMENT LLC 57.4K -28.3K (-33.0%) 4.66M -3.4M (-41.9%) 0.14% -0.071 pp 0.00% -0.003 pp USD101.30 -19.9% 11 qtrs
82 CAPITAL FUND MANAGEMENT S.A. 55.0K -7.7K (-12.3%) 4.46M -1.4M (-23.9%) 0.14% -0.020 pp 0.01% -0.003 pp USD90.15 -10.0% 9 qtrs
83 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 54.4K +4.7K (+9.4%) 4.41M -242.0K (-5.2%) 0.14% +0.011 pp 0.01% -0.001 pp USD125.60 -35.4% 5 qtrs
84 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 51.8K -14.1K (-21.3%) 4.21M -2.0M (-31.8%) 0.13% -0.035 pp 0.00% -0.001 pp USD79.56 +2.0% 42 qtrs
85 D. E. SHAW & CO., INC. 50.7K +17.0K (+50.4%) 4.12M +960.7K (+30.5%) 0.13% +0.042 pp 0.00% +0.001 pp USD116.50 -30.3% 34 qtrs
86 WALLEYE TRADING LLC 48.6K +19.0K (+64.2%) 3.94M +1.2M (+42.4%) 0.12% +0.047 pp 0.01% +0.001 pp USD115.91 -30.0% 42 qtrs
87 LARSON FINANCIAL GROUP LLC 46.1K -1.2K (-2.5%) 3.75M -683.0K (-15.4%) 0.11% -0.003 pp 0.12% -0.030 pp USD70.39 +15.3% 20 qtrs
88 ALPHADYNE ASSET MANAGEMENT LP 43.8K +43.8K (+100.0%) 3.56M +3.6M (+100.0%) 0.11% +0.109 pp 0.08% +0.083 pp USD81.17 +0.0% 1 qtrs NEW
89 LONGAEVA PARTNERS L.P. 42.5K +42.5K (+100.0%) 3.45M +3.4M (+100.0%) 0.11% +0.106 pp 0.29% +0.289 pp USD81.17 +0.0% 1 qtrs NEW
90 Y-INTERCEPT (HONG KONG) LTD 40.8K -49.1K (-54.7%) 3.31M -5.1M (-60.7%) 0.10% -0.123 pp 0.07% -0.128 pp USD93.61 -13.3% 8 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 124 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco S&P SmallCap Consumer Discretionary ETF PSCD 0.94% 219.9K 0.29%
2 OneAscent Small Cap Core ETF OASC 0.56% 471.5K 0.64%
3 Vanguard S&P Small-Cap 600 Growth ETF VIOG 0.31% 3.03M 0.10%
4 iShares S&P Small-Cap 600 Growth ETF IJT 0.26% 22.00M 0.18%
5 State Street SPDR S&P 600 Small Cap Growth ETF SLYG 0.26% 13.33M 0.15%
6 Fidelity Enhanced Small Cap ETF FESM 0.26% 15.09M 0.28%
7 Invesco S&P SmallCap 600 UCITS ETF USML.L 0.20% 797.0K 0.14%
8 iShares ESG Select Screened S&P Small-Cap ETF XJR 0.18% 330.5K 0.12%
9 Invesco S&P SmallCap 600 QVM Multi-factor ETF QVMS 0.17% 435.6K 0.15%
10 Vanguard S&P Small-Cap 600 ETF VIOO 0.15% 8.91M 0.07%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
Shares disposed
258.00
Cash buys
Cash sales
1.00
Net activity
-258
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
2026-04-15 Sentell Stephanie Ann Officer S-Sale D CLASS A COMMON STOCK 258 102.21 26.4K 15,084 D
2026-03-06 Sentell Stephanie Ann Officer S-Sale D CLASS A COMMON STOCK 225 93.60 21.1K 15,342 D
2026-03-01 Shake Shack Inc. Officer A-Award A Class A Common Stock, par value $0.001 per share 267 0.00 4,931 D
2026-03-01 Sentell Stephanie Ann Officer A-Award A CLASS A COMMON STOCK 6,397 0.00 15,904 D
2026-03-01 Lynch Robert Director / Officer A-Award A Class A Common Stock 26,685 0.00 74,778 D
2026-02-23 Herpich Peter M Officer Class A Common Stock, par value $0.001 per share 0 0.00 3,605 D
2026-01-20 Sentell Stephanie Ann Officer S-Sale D Class A Common Stock 200 99.19 19.8K 9,507 D
2026-01-07 Meyer Daniel Harris Director / 10% Owner M-Exempt D Stock Option (Right to Buy) 2,003 34.62 69.3K 0 D
2025-12-31 Meyer Daniel Harris Director / 10% Owner Class A Common Stock, par value $0.001 per share 0 0.00 1,459 D
2025-12-19 Sentell Stephanie Ann Officer S-Sale D CLASS A COMMON STOCK 200 85.78 17.2K 9,707 D
2025-11-25 Sentell Stephanie Ann Officer S-Sale D Class A Common Stock 900 85.03 76.5K 10,107 D
2025-07-15 Sentell Stephanie Ann Officer F-InKind D Class A Common Stock 643 137.12 88.2K 11,007 D
2025-07-15 Fogertey Katherine Irene Officer F-InKind D Class A Common Stock 2,378 137.12 326.1K 30,117 D
2025-07-08 Fogertey Katherine Irene Officer S-Sale D Class A Common Stock 670 140.03 93.8K 32,495 D
2025-07-07 Fogertey Katherine Irene Officer S-Sale D Class A Common Stock 88 142.03 12.5K 33,165 D
2025-07-02 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 14,200 140.31 1.99M 337,984 I
2025-07-01 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 3,400 137.78 468.4K 364,584 I
2025-06-26 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 20,000 140.07 2.80M 367,984 I
2025-06-13 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 228 124.12 28.3K 35,522 D
2025-06-12 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 28 128.27 3.6K 35,750 D
2025-06-05 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 10,000 130.26 1.30M 386,636 I
2025-06-04 Walker Tristan Director A-Award A Class A Common Stock 985 126.95 125.0K 5,741 D
2025-06-04 Silverman Josh Director A-Award A CLASS A COMMON STOCK 1,458 126.95 185.1K 9,997 D
2025-06-04 Meyer Daniel Harris Director / 10% Owner A-Award A Class A Common Stock, par value $0.001 per share 1,458 126.95 185.1K 12,667 D
2025-06-04 LAWRENCE JEFFREY D Director A-Award A CLASS A COMMON STOCK 1,615 126.95 205.0K 4,789 D
2025-06-04 GEORGE LORI A Director A-Award A CLASS A COMMON STOCK 1,044 126.95 132.5K 3,520 D
2025-06-04 Flug Jeffrey Director / 10% Owner A-Award A Class A Common Stock 1,123 126.95 142.6K 4,470 D
2025-06-04 Chapman Charles J III Director A-Award A CLASS A COMMON STOCK 1,458 126.95 185.1K 4,425 D
2025-06-04 Balbale Sumaiya Director A-Award A CLASS A COMMON STOCK 1,576 126.95 200.1K 9,339 D
2025-05-30 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 10,000 130.10 1.30M 396,636 I
2025-05-23 Lynch Robert Director / Officer F-InKind D CLASS A COMMON STOCK 2,312 117.62 271.9K 51,792 D
2025-05-13 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 180 115.05 20.7K 39,706 D
2025-03-01 Shake Shack Inc. Officer A-Award A CLASS A COMMON STOCK 2,947 0.00 11,650 D
2025-03-01 Sentell Stephanie Ann Officer A-Award A Class A Common Stock 2,947 0.00 11,650 D
2025-03-01 Lynch Robert Director / Officer A-Award A CLASS A COMMON STOCK 18,417 0.00 54,104 D
2025-03-01 Fogertey Katherine Irene Officer F-InKind D CLASS A COMMON STOCK 3,567 108.60 387.4K 36,298 D
2025-01-07 Meyer Daniel Harris Director / 10% Owner M-Exempt A Class A Common Stock, par value $0.001 per share 8,251 21.00 173.3K 11,209 D
2024-12-12 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 34 137.47 4.7K 30,075 D
2024-12-11 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 218 137.34 29.9K 30,820 D
2024-11-06 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 1,579 132.44 209.1K 380,437 I
2024-11-06 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 35 131.69 4.6K 31,645 D
2024-11-05 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 1,239 126.51 156.7K 32,857 D
2024-11-01 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 2,409 120.18 289.5K 435,237 I
2024-10-30 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 4,679 123.96 580.0K 445,810 I
2024-10-04 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 10,000 110.08 1.10M 460,337 I
2024-10-03 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 108 103.70 11.2K 36,072 D
2024-10-02 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 17 101.59 1.7K 36,484 D
2024-09-26 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 100 110.05 11.0K 470,337 I
2024-09-05 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 37 97.74 3.6K 36,624
2024-09-04 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 32 96.22 3.1K 37,111
2024-08-15 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 10,000 110.24 1.10M 470,437
2024-08-05 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 40 95.64 3.8K 37,216
2024-08-05 Flug Jeffrey Director / 10% Owner S-Sale D CLASS A COMMON STOCK 304 90.39 27.5K 3,347
2024-08-02 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 463 96.24 44.6K 37,604
2024-07-17 Flug Jeffrey Director / 10% Owner S-Sale D CLASS A COMMON STOCK 152 90.09 13.7K 3,651
2024-07-15 Shake Shack Inc. Officer A-Award A CLASS A COMMON STOCK 8,703 0.00 8,703
2024-07-15 Sentell Stephanie Ann Officer A-Award A Class A Common Stock 8,703 0.00 8,703 D
2024-07-15 Fogertey Katherine Irene Officer F-InKind D CLASS A COMMON STOCK 1,589 86.18 136.9K 38,427
2024-07-05 Flug Jeffrey Director / 10% Owner S-Sale D CLASS A COMMON STOCK 152 85.26 13.0K 3,803
2024-07-01 Shake Shack Inc. Officer 0 0.00 0
2024-07-01 Sentell Stephanie Ann Officer 0 0.00 0
2024-06-18 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 191 90.41 17.3K 40,146
2024-06-17 Fogertey Katherine Irene Officer S-Sale D CLASS A COMMON STOCK 100 91.22 9.1K 40,564
2024-06-12 Walker Tristan Director A-Award A CLASS A COMMON STOCK 674 92.74 62.5K 4,756
2024-06-12 Silverman Josh Director A-Award A CLASS A COMMON STOCK 674 92.74 62.5K 8,539
2024-06-12 Meyer Daniel Harris Director / 10% Owner A-Award A Class A Common Stock, par value $0.001 per share 1,348 92.74 125.0K 2,958
2024-06-12 LAWRENCE JEFFREY D Director A-Award A CLASS A COMMON STOCK 1,564 92.74 145.0K 3,174
2024-06-12 GEORGE LORI A Director A-Award A CLASS A COMMON STOCK 728 92.74 67.5K 2,476
2024-06-12 Flug Jeffrey Director / 10% Owner A-Award A CLASS A COMMON STOCK 809 92.74 75.0K 3,955
2024-06-12 Fieler Anna Liao Director A-Award A CLASS A COMMON STOCK 674 92.74 62.5K 7,980
2024-06-12 Chapman Charles J III Director A-Award A CLASS A COMMON STOCK 1,348 92.74 125.0K 2,967
2024-06-12 Balbale Sumaiya Director A-Award A CLASS A COMMON STOCK 755 92.74 70.0K 7,763
2024-06-04 Flug Jeffrey Director / 10% Owner S-Sale D CLASS A COMMON STOCK 304 92.10 28.0K 3,146
2024-05-23 Lynch Robert Director / Officer A-Award A CLASS A COMMON STOCK 15,861 0.00 35,687
2024-05-20 Lynch Robert Director / Officer 0 0.00 0
2024-05-01 Flug Jeffrey Director / 10% Owner S-Sale D CLASS A COMMON STOCK 304 104.55 31.8K 3,450
2024-04-04 Flug Jeffrey Director / 10% Owner S-Sale D CLASS A COMMON STOCK 304 103.01 31.3K 3,754
2024-03-04 Flug Jeffrey Director / 10% Owner S-Sale D CLASS A COMMON STOCK 304 108.05 32.8K 4,058
2024-03-01 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 28,900 106.52 3.08M 480,437
2024-03-01 Fogertey Katherine Irene Officer F-InKind D CLASS A COMMON STOCK 924 107.25 99.1K 40,664
2024-02-26 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 6,034 100.08 603.9K 520,437
2024-02-23 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 23,966 100.13 2.40M 526,471
2024-02-22 GARUTTI RANDALL J Director / Officer / 10% Owner G-Gift D Common Membership Interests 16,500 0.00 237,551
2024-02-15 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 1,763 93.84 165.4K 576,932
2024-02-15 Flug Jeffrey Director / 10% Owner S-Sale D CLASS A COMMON STOCK 174 94.67 16.5K 4,362
2024-02-05 Flug Jeffrey Director / 10% Owner S-Sale D CLASS A COMMON STOCK 152 76.05 11.6K 5,436
2024-01-29 Flug Jeffrey Director / 10% Owner S-Sale D CLASS A COMMON STOCK 152 75.09 11.4K 5,588
2023-12-27 GARUTTI RANDALL J Director / Officer / 10% Owner G-Gift D Class A Common Stock 2,999 0.00 114,054
2023-12-26 Flug Jeffrey Director / 10% Owner S-Sale D Class A Common Stock 771 75.07 57.9K 5,740
2023-08-21 Flug Jeffrey Director / 10% Owner S-Sale D CLASS A COMMON STOCK 1,987 69.86 138.8K 6,511
2023-07-24 Chapman Charles J III Director A-Award A CLASS A COMMON STOCK 1,619 77.22 125.0K 1,619
2023-06-29 Walker Tristan Director A-Award A CLASS A COMMON STOCK 805 77.65 62.5K 4,082
2023-06-29 VIVIAN ROBERT T Director A-Award A CLASS A COMMON STOCK 934 77.65 72.5K 33,487
2023-06-29 Silverman Josh Director A-Award A CLASS A COMMON STOCK 805 77.65 62.5K 7,865
2023-06-29 SOKOLOFF JONATHAN D Director A-Award A CLASS A COMMON STOCK 805 77.65 62.5K 5,616
2023-06-29 Meyer Daniel Harris Director / 10% Owner A-Award A Class A Common Stock, par value $0.001 per share 1,610 77.65 125.0K 1,610
2023-06-29 Lyons Jenna Director A-Award A CLASS A COMMON STOCK 805 77.65 62.5K 8,273
2023-06-29 LAWRENCE JEFFREY D Director A-Award A CLASS A COMMON STOCK 1,610 77.65 125.0K 1,610
2023-06-29 Flug Jeffrey Director / 10% Owner A-Award A CLASS A COMMON STOCK 870 77.65 67.6K 8,498
2023-06-29 Fieler Anna Liao Director A-Award A CLASS A COMMON STOCK 805 77.65 62.5K 7,306
2023-06-29 Billingsley Lori George Director A-Award A CLASS A COMMON STOCK 805 77.65 62.5K 1,748
2023-06-29 Balbale Sumaiya Director A-Award A CLASS A COMMON STOCK 902 77.65 70.0K 7,008
2023-06-21 Koff Zach Officer M-Exempt A CLASS A COMMON STOCK 5,000 21.00 105.0K 43,682
2023-05-23 VIVIAN ROBERT T Director M-Exempt A CLASS A COMMON STOCK 14,026 21.00 294.5K 28,428
2023-05-15 LAWRENCE JEFFREY D Director 0 0.00 0
2023-03-15 Koff Zach Officer F-InKind D CLASS A COMMON STOCK 356 55.47 19.7K 38,856
2023-03-02 Koff Zach Officer F-InKind D CLASS A COMMON STOCK 316 57.23 18.1K 39,212
2023-03-01 Koff Zach Officer A-Award A CLASS A COMMON STOCK 10,076 0.00 41,161
2023-03-01 GARUTTI RANDALL J Director / Officer / 10% Owner A-Award A CLASS A COMMON STOCK 26,284 0.00 117,054
2023-03-01 Fogertey Katherine Irene Officer A-Award A CLASS A COMMON STOCK 10,076 0.00 40,009
2023-02-02 Koff Zach Officer M-Exempt A CLASS A COMMON STOCK 5,000 21.00 105.0K 36,085
2023-02-02 Flug Jeffrey Director / 10% Owner S-Sale D CLASS A COMMON STOCK 1,864 60.07 112.0K 6,983
2022-10-28 Koff Zach Officer M-Exempt A CLASS A COMMON STOCK 3,900 21.00 81.9K 34,985
2022-10-17 Billingsley Lori George Director A-Award A CLASS A COMMON STOCK 943 49.75 46.9K 943
2022-07-15 Fogertey Katherine Irene Officer F-InKind D CLASS A COMMON STOCK 1,550 46.46 72.0K 29,933
2022-07-14 Koff Zach Officer S-Sale D CLASS A COMMON STOCK 5,000 45.00 225.0K 31,085
2022-07-11 Meyer Daniel Harris Director / 10% Owner P-Purchase A Class A Common Stock, par value $0.001 per share 1,700 40.37 68.6K 576,364
2022-07-11 McQuinn Michael C Director P-Purchase A Class A Common Stock, par value $0.001 per share 1,700 40.37 68.6K 576,364
2022-06-15 Walker Tristan Director A-Award A CLASS A COMMON STOCK 1,545 40.47 62.5K 3,277
2022-06-15 VIVIAN ROBERT T Director A-Award A CLASS A COMMON STOCK 1,792 40.47 72.5K 14,402
2022-06-15 Silverman Josh Director A-Award A CLASS A COMMON STOCK 3,089 40.47 125.0K 7,060
2022-06-15 SOKOLOFF JONATHAN D Director A-Award A CLASS A COMMON STOCK 1,545 40.47 62.5K 4,432
2022-06-15 Meyer Daniel Harris Director / 10% Owner A-Award A Class A Common Stock, par value $0.001 per share 3,089 40.47 125.0K 4,074
2022-06-15 McQuinn Michael C Director A-Award A Class A Common Stock, par value $0.001 per share 3,089 40.47 125.0K 4,074
2022-06-15 Lyons Jenna Director A-Award A CLASS A COMMON STOCK 1,545 40.47 62.5K 7,468
2022-06-15 Flug Jeffrey Director A-Award A CLASS A COMMON STOCK 1,668 40.47 67.5K 8,847
2022-06-15 Fieler Anna Liao Director A-Award A CLASS A COMMON STOCK 3,089 40.47 125.0K 6,501
2022-06-15 Balbale Sumaiya Director A-Award A CLASS A COMMON STOCK 3,460 40.47 140.0K 6,106
2022-06-07 Lyons Jenna Director M-Exempt D Stock Option (Right to Buy) 3,500 0.00 3,689
2022-03-15 Koff Zach Officer F-InKind D CLASS A COMMON STOCK 174 62.69 10.9K 31,085
2022-03-15 GARUTTI RANDALL J Officer A-Award A CLASS A COMMON STOCK 13,124 0.00 90,770
2022-03-02 Koff Zach Officer F-InKind D CLASS A COMMON STOCK 316 73.46 23.2K 27,680
2022-03-01 Koff Zach Officer A-Award A CLASS A COMMON STOCK 9,986 0.00 28,788
2022-03-01 GARUTTI RANDALL J Director / Officer / 10% Owner A-Award A CLASS A COMMON STOCK 19,971 0.00 77,646
2022-03-01 GARUTTI MARIA L Director A-Award A CLASS A COMMON STOCK 19,971 0.00 77,646
2022-03-01 Fogertey Katherine Irene Officer A-Award A CLASS A COMMON STOCK 9,986 0.00 31,483
2021-07-15 Fogertey Katherine Irene Officer A-Award A CLASS A COMMON STOCK 21,497 93.04 2.00M 21,497
2021-07-14 Lyons Jenna Director M-Exempt D Stock Option (Right to Buy) 1,022 21.00 21.5K 7,189
2021-06-14 Lyons Jenna Director M-Exempt A CLASS A COMMON STOCK 1,022 21.00 21.5K 3,445
2021-06-14 Fogertey Katherine Irene Officer 0 0.00 0
2021-06-09 Walker Tristan Director A-Award A CLASS A COMMON STOCK 379 99.11 37.6K 1,732
2021-06-09 VIVIAN ROBERT T Director A-Award A CLASS A COMMON STOCK 429 99.11 42.5K 12,610
2021-06-09 Silverman Josh Director A-Award A CLASS A COMMON STOCK 379 99.11 37.6K 3,971
2021-06-09 SOKOLOFF JONATHAN D Director A-Award A CLASS A COMMON STOCK 379 99.11 37.6K 3,266
2021-06-09 Meyer Daniel Harris Director / 10% Owner A-Award A Class A Common Stock, par value $0.001 per share 253 99.11 25.1K 1,238
2021-06-09 Lyons Jenna Director A-Award A CLASS A COMMON STOCK 379 99.11 37.6K 2,423
2021-06-09 Flug Jeffrey Director / 10% Owner A-Award A CLASS A COMMON STOCK 429 99.11 42.5K 7,179
2021-06-09 Fieler Anna Liao Director A-Award A CLASS A COMMON STOCK 379 99.11 37.6K 3,412
2021-06-09 Balbale Sumaiya Director A-Award A CLASS A COMMON STOCK 429 99.11 42.5K 2,646
2021-06-08 Lyons Jenna Director M-Exempt D Stock Option (Right to Buy) 1,022 21.00 21.5K 9,233
2021-05-18 Koff Zach Officer F-InKind D CLASS A COMMON STOCK 284 86.44 24.5K 18,802
2021-04-16 Lyons Jenna Director S-Sale D CLASS A COMMON STOCK 1,343 118.67 159.4K 2,249
2021-03-22 Comonte Tara Officer A-Award A Employee Stock Option (right to buy) 1,698 119.39 202.7K 1,698
2021-03-15 Koff Zach Officer A-Award A CLASS A COMMON STOCK 1,928 0.00 19,086
2021-03-15 GARUTTI RANDALL J Director / Officer / 10% Owner A-Award A CLASS A COMMON STOCK 5,784 0.00 57,675
2021-03-15 Comonte Tara Officer A-Award A CLASS A COMMON STOCK 2,892 0.00 58,072
2021-03-02 Koff Zach Officer F-InKind D CLASS A COMMON STOCK 297 121.46 36.1K 17,158
2021-03-02 Comonte Tara Officer F-InKind D CLASS A COMMON STOCK 698 121.46 84.8K 55,180
2021-03-01 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 10,424 114.74 1.20M 650,652
2021-03-01 Koff Zach Officer F-InKind D CLASS A COMMON STOCK 324 117.53 38.1K 17,455
2021-03-01 Comonte Tara Officer F-InKind D CLASS A COMMON STOCK 717 117.53 84.3K 56,513
2021-02-16 GARUTTI RANDALL J Director / Officer / 10% Owner S-Sale D CLASS A COMMON STOCK 1,200 128.69 154.4K 51,891
2021-02-01 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 300 114.36 34.3K 665,111
2021-01-15 GARUTTI RANDALL J Director / Officer / 10% Owner S-Sale D CLASS A COMMON STOCK 8,687 112.14 974.2K 75,649
2021-01-12 Koff Zach Officer S-Sale D CLASS A COMMON STOCK 1,460 95.00 138.7K 19,605
2021-01-08 Koff Zach Officer M-Exempt D Stock Option (Right to Buy) 1,460 21.00 30.7K 26,920
2021-01-04 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 200 84.61 16.9K 775,111
2021-01-04 Koff Zach Officer S-Sale D CLASS A COMMON STOCK 2,920 85.00 248.2K 18,145
2021-01-04 Comonte Tara Officer F-InKind D CLASS A COMMON STOCK 1,108 84.78 93.9K 52,938
2020-12-15 GARUTTI RANDALL J Director / Officer / 10% Owner M-Exempt D Stock Option (Right to Buy) 50,000 21.00 1.05M 285,000
2020-12-10 Koff Zach Officer S-Sale D CLASS A COMMON STOCK 700 84.86 59.4K 18,145
2020-12-03 GARUTTI RANDALL J Director / Officer / 10% Owner M-Exempt D Stock Option (Right to Buy) 25,000 21.00 525.0K 335,000
2020-12-01 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 69,676 80.66 5.62M 841,320
2020-11-18 GARUTTI RANDALL J Director / Officer / 10% Owner M-Exempt D Stock Option (Right to Buy) 7,593 21.00 159.5K 360,000
2020-11-16 GARUTTI RANDALL J Director / Officer / 10% Owner M-Exempt A CLASS A COMMON STOCK 67,407 21.00 1.42M 119,298
2020-11-09 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 8,477 83.70 709.5K 913,414
2020-11-09 GARUTTI RANDALL J Director / Officer / 10% Owner M-Exempt D Stock Option (Right to Buy) 41,404 21.00 869.5K 435,000
2020-11-04 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 25,000 70.13 1.75M 935,617
2020-11-02 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 39,609 64.68 2.56M 996,008
2020-10-27 Flug Jeffrey Director / 10% Owner S-Sale D CLASS A COMMON STOCK 36,794 70.90 2.61M 13,206
2020-10-26 Flug Jeffrey Director / 10% Owner J-Other D CLASS B COMMON STOCK 50,000 0.00 0
2020-10-23 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 14,115 75.06 1.06M 1,035,617
2020-10-23 GARUTTI RANDALL J Director / Officer M-Exempt D Stock Option (Right to Buy) 13,596 21.00 285.5K 476,404
2020-10-15 GARUTTI RANDALL J Director / Officer M-Exempt D Stock Option (Right to Buy) 45,000 21.00 945.0K 490,000
2020-10-08 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 25,000 70.27 1.76M 1,049,732
2020-10-02 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 5,026 65.21 327.7K 1,074,732
2020-10-01 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 65,274 64.78 4.23M 1,084,458
2020-09-10 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 17,501 70.37 1.23M 1,157,231
2020-09-10 Comonte Tara Officer S-Sale D CLASS A COMMON STOCK 2,985 70.02 209.0K 54,046
2020-09-08 Comonte Tara Officer M-Exempt D Employee Stock Option (right to buy) 2,014 39.91 80.4K 3,022
2020-09-01 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 50,000 68.17 3.41M 1,174,732
2020-08-27 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 25,000 65.16 1.63M 1,224,732
2020-08-14 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 1,666 55.06 91.7K 1,249,732
2020-08-11 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 23,334 55.03 1.28M 1,251,398
2020-07-29 Meyer Daniel Harris Director / 10% Owner S-Sale D Class A Common Stock, par value $0.001 per share 25,000 55.09 1.38M 1,274,732
2020-06-18 Walker Tristan Director A-Award A CLASS A COMMON STOCK 1,353 55.45 75.0K 1,353
2020-06-12 Comonte Tara Officer F-InKind D CLASS A COMMON STOCK 585 0.00 66,231
2020-06-10 VIVIAN ROBERT T Director A-Award A CLASS A COMMON STOCK 1,869 57.17 106.9K 12,181
2020-06-10 Silverman Josh Director A-Award A CLASS A COMMON STOCK 1,476 57.17 84.4K 3,592
2020-06-10 SOKOLOFF JONATHAN D Director A-Award A Class A Common Stock 1,476 57.17 84.4K 2,887

Executive team

Top executives
EBIT / Employee
5.8K
Shares Outstanding
40.26M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Robert Lynch Chief Executive Officer 1.00M 5.00M 1.01M 198.9K 7.21M 69.34%
2 2025 Katherine Fogertey Former Chief Financial Officer 615.3K 900.1K 415.0K 11.2K 1.94M 46.36%
3 2025 Stephanie Sentell Chief Operations Officer 573.3K 800.1K 290.0K 54.9K 1.72M 46.56%
4 2024 Robert Lynch Chief Executive Officer 604.4K 593.4K 10.80M 1.02M 104.1K 13.12M 82.32%
5 2024 Stephanie Sentell Chief Operations Officer 269.0K 750.0K 750.0K 247.6K 40.8K 2.06M 36.46%
6 2024 Katherine Fogertey Chief Financial Officer 568.1K 750.1K 585.0K 11.2K 1.91M 39.18%
7 2024 Katherine Fogertey Former Chief Financial Officer 568.1K 750.1K 585.0K 11.2K 1.91M 39.18%
8 2024 Randy Garutti Former Chief Executive Officer 296.7K 344.4K 122.8K 764.0K 0.00%
9 2023 Randy Garutti Former Chief Executive Officer 750.0K 1.50M 1.10M 203.8K 3.56M 42.17%
10 2023 Katherine Fogertey Former Chief Financial Officer 492.5K 575.0K 361.7K 8.9K 1.44M 39.99%
11 2023 Katherine Fogertey Chief Financial Officer 492.5K 575.0K 361.7K 8.9K 1.44M 39.99%
12 2022 Randy Garutti Former Chief Executive Officer 731.6K 1.50M 996.0K 118.2K 3.35M 44.83%
13 2022 Katherine Fogertey Chief Financial Officer 469.0K 750.0K 319.2K 6.3K 1.54M 48.56%
14 2016 Randy Garutti Chief Executive Officer 500.0K 351.8K 368.8K 1.22M 28.82%
15 2016 Jeff Uttz Former Chief Financial Officer 350.0K 175.9K 180.7K 706.6K 24.90%
16 2016 Peggy Rubenzer Senior VP, People Resources 235.6K 139.8K 84.4K 459.9K 30.41%
17 2015 Randy Garutti Chief Executive Officer 400.0K 5.88M 395.0K 6.68M 88.10%
18 2015 Jeff Uttz Chief Financial Officer 330.0K 2.96M 228.1K 3.52M 84.15%
19 2015 Jeff Uttz Former Chief Financial Officer 330.0K 2.96M 228.1K 3.52M 84.15%
20 2015 Ronald Palmese Jr. 240.0K 910.5K 100.0K 1.25M 72.81%
21 2014 Jeff Uttz Chief Financial Officer 305.8K 79.5K 385.3K 0.00%
22 2014 Randy Garutti Chief Executive Officer 330.1K 42.9K 373.0K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-29 DEFA14A
2026-04-29 DEF 14A
2025-04-24 DEFA14A
2025-04-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 8-K
2026-05-07 10-Q
2026-04-30 SC 13G
2026-04-29 SC 13G
2026-04-29 DEFA14A
2026-04-29 DEF 14A
2026-04-29 ARS
2026-04-17 4
2026-04-01 8-K

Executive team

NameTitleCompensationGender
Robert Lynch Chief Executive Officer & Director 2M male
Stephanie Sentell Chief Operations Officer 918.3K female
Ronald Palmese Jr. Chief Legal Officer 340.0K male
Jamie Griffin Chief People Officer male
Justin L. Mennen Chief Information & Technology Officer male
Alison Sternberg Head of Investor Relations female
Michael Kark President of Global Licensing male
Peter Herpich Interim Principal Financial Officer & Corporate Controller male
Luke DeRouen Chief Communications Officer male
Andrew McCaughan Chief Development Officer male
Daniel Harris Meyer Founder & Chairman of the Board of Directors male
ESG Rating
B+
RESTAURANTS
2026
E (Environmental)
50.0 / 47.1
Company / Sector avg.
S (Social)
85.2 / 50.9
Company / Sector avg.
G (Governance)
87.8 / 56.3
Company / Sector avg.
ESG Total
74.3 / 51.4
Company / Sector avg.
ESG Score History RESTAURANTS
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-01-05 2026-02-13 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2021-03-31 2021-04-05 Ashley Hinson Arenholz IA01 Self Sale (Full) $1,001 - $15,000
2019-06-24 2020-04-27 Donna Shalala FL27 -- Sale (Full) $1,001 - $15,000
2019-05-15 2020-04-27 Donna Shalala FL27 -- Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits