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SmartRent, Inc. (SMRT)

USD0.97 +0.00 (+0.25%)
US NYSE Technology Software - Application
Address East Hartford Drive, 8665 85255
Scottsdale, AZ, US
CEO Frank D. Martell
IPO 2021-08-25
CIK 1837014 ISIN US83193G1076

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Description

SmartRent, Inc. is an enterprise software company that furnishes a unified smart home platform throughout the United States. This system serves a wide array of clients, including residential property management companies and operators, home builders, institutional real estate investors, developers, and the occupants themselves. The company's technology is engineered to grant residential communities improved insight and command over their properties, while simultaneously fostering cost reductions and new revenue streams. For residents, the solution centralizes all home control features into one user-friendly interface. SmartRent's extensive range of products and services includes smart apartments and residences, advanced access control for structures, shared amenities, and individual units, as well as property monitoring and protection. Further offerings extend to parking management, automated self-guided property tours, and dedicated Wi-Fi connectivity for both communities and their inhabitants. Additionally, SmartRent delivers full-suite professional services, covering essential training, efficient installation, and continuous support for its clientele. The company, founded in 2017, is based in Scottsdale, Arizona.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
FWAA I 2021-05-14 View
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
USD0.97 +0.00 (+0.25%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.51
Float Shares
171.53M
Free Float %
89.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.39% -2.56% -19.15% -29.19% -23.49% -43.56% +41.35% -65.56% -89.24% -89.73% -89.73%
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 (15 ratings, all time) Hold
Price Targets & DCF
Current price
0.97
Low 2.00 +105.4%
Consensus 4.00 +310.9%
Median 4.00 +310.9%
High 6.00 +516.3%
Ratings Trend (MoM) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 4
3.81
+291.4%
Quality scores
Altman Z-Score
0.38
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    -12.9% Q1'26: -6.4% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    -88.2% Q1'26: +89.0% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -26.4% Q1'26: -11.8% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -24.7% Q1'26: -13.2% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -27.9% Q1'26: -14.8% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    -4.8% Q1'26: -0.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    -0.25× Q1'26: -0.27× (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 (1.57) × ERP
WACC = 97% × Ke + 3% × Kd (5.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 0.97
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 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
2 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
Revenue
110.64M
est: 107.39M (+3.0%)
167.82M
est: 174.03M (-3.6%)
236.84M
est: 217.36M (+9.0%)
174.89M
est: 178.59M (-2.1%)
152.33M
est: 152.14M (+0.1%)
161.42M
152.53M – 170.30M
+6.1% YoY
202.51M
182.30M – 222.73M
+25.5% YoY
370.80M
350.39M – 391.21M
+83.1% YoY
EBITDA
-71.19M
est: -48.93M (-45.5%)
-99.99M
est: -79.30M (-26.1%)
-37.63M
est: -77.95M (+51.7%)
-35.28M
est: -64.05M (+44.9%)
-29.44M
est: -54.56M (+46.0%)
-57.89M
-61.07M – -54.70M
-6.1% YoY
-72.63M
-79.88M – -65.38M
-25.5% YoY
-132.98M
-140.30M – -125.66M
-83.1% YoY
EBIT
-71.65M
est: -51.18M (-40.0%)
-104.25M
est: -82.94M (-25.7%)
-43.16M
est: -84.22M (+48.8%)
-41.77M
est: -69.20M (+39.6%)
-37.68M
est: -58.95M (+36.1%)
-62.54M
-65.98M – -59.10M
-6.1% YoY
-78.47M
-86.30M – -70.63M
-25.5% YoY
-143.67M
-151.58M – -135.76M
-83.1% YoY
Net Income
-71.96M
est: -216.11M (+66.7%)
-96.32M
est: -96.35M (+0.0%)
-34.59M
est: -23.32M (-48.3%)
-33.64M
est: -25.61M (-31.4%)
-60.56M
est: -60.70M (+0.2%)
-13.28M
-14.23M – -12.33M
+78.1% YoY
-6.64M
-7.11M – -6.16M
+50.0% YoY
— – —
+100.0% YoY
SGA
40.01M
est: 41.24M (-3.0%)
76.18M
est: 66.84M (+14.0%)
63.88M
est: 83.15M (-23.2%)
72.74M
est: 68.32M (+6.5%)
62.69M
est: 58.20M (+7.7%)
61.75M
58.35M – 65.15M
+6.1% YoY
77.47M
69.74M – 85.20M
+25.5% YoY
141.85M
134.04M – 149.66M
+83.1% YoY
EPS
-0.37
est: -1.09 (+65.9%)
-0.49
est: -0.48 (-1.3%)
-0.17
est: -0.12 (-47.7%)
-0.17
est: -0.14 (-21.4%)
-0.32
est: -0.32 (+0.0%)
-0.07
-0.08 – -0.06
+78.1% YoY
-0.04
-0.04 – -0.03
+50.0% YoY
— – —
+100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-05-11 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-05-08 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-07 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-06 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-05-04 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-05-01 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-30 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-29 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-28 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-27 B- 3/5 5/5 1/5 1/5 3/5 1/5 4/5
2026-04-24 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-04-23 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-04-22 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-04-21 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-04-20 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-04-17 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5
2026-04-16 B- 2/5 4/5 1/5 1/5 3/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-16.74M
OE per share TTM
-0.09
Owner's Yield
-7.46%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
2.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
13
Total invested
653.0K
Insider transactions (90d)
1
Beneficial owners (>5%)
31
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. 14.92M 7.30% 14.60M 14.92M HC Delaware 2024-01-26
2 Spark Growth Management Partners II, LLC 11.72M 6.10% 11.72M 11.72M OO 2022-02-10
3 Spark Capital Growth Fund II, L.P. 11.59M 6.00% 11.59M 11.59M PN 2022-02-10
4 Andriy Mykhaylovskyy 9.53M 4.92% 9.53M 9.53M IN United States of America 2021-08-26
5 Brendan Wallace 9.53M 4.92% 9.53M 9.53M IN United States of America 2021-08-26
6 Fifth Wall Acquisition Sponsor, LLC 9.53M 4.92% 9.53M 9.53M OO Delaware 2021-08-26
7 Citigroup Inc. 7.85M 3.90% 7.85M 7.85M HC 2024-02-12
8 Citigroup Financial Products Inc. 7.85M 3.90% 7.85M 7.85M CO 2024-02-12
9 Citigroup Global Markets Holdings Inc. 7.85M 3.90% 7.85M 783.5K HC 2024-02-12
10 Citigroup Global Markets Inc. 7.85M 3.90% 7.85M 7.85M BD 2024-02-12
11 Fifth Wall Ventures GP II, L.P. 4.69M 2.42% 4.69M 4.69M PN Cayman Islands 2021-08-26
12 Fifth Wall Ventures II, L.P. 4.69M 2.42% 4.69M 4.69M PN Cayman Islands 2021-08-26
13 Fifth Wall Ventures Management GP, LLC 4.69M 2.42% 4.69M 4.69M OO Delaware 2021-08-26
14 Fifth Wall Ventures Management, L.P. 4.69M 2.42% 4.69M 4.69M PN Delaware 2021-08-26
15 Fifth Wall Ventures UGP II, LLC 4.69M 2.42% 4.69M 4.69M OO Cayman Islands 2021-08-26
16 Baron Capital Group, Inc.85-4218526 4.65M 13.07% 4.65M 4.65M HC, CO New York 2021-07-08
17 Ronald Baron85-4218526 4.65M 13.07% 4.65M 4.65M HC, IN New York 2021-07-08
18 BAMCO INC /NY/85-4218526 4.50M 12.67% 4.50M 4.50M IA, CO New York 2021-07-08
19 Baron Real Estate Fund85-4218526 2.84M 7.98% 2.84M 2.84M IV New York 2021-07-08
20 Amos Meron 1.78M 5.00% 1.78M IN United States 2021-03-01
21 Empyrean Capital Overseas Master Fund, Ltd. 1.78M 5.00% 1.78M CO Cayman Islands 2021-03-01
22 Empyrean Capital Partners, LP 1.78M 5.00% 1.78M PN Delaware 2021-03-01
23 2019-MD 352.5K 0.20% 352.5K 352.5K PN Cayman Islands 2022-09-16
24 Baron Capital Management, Inc.85-4218526 143.1K 0.40% 143.1K 143.1K IA, CO New York 2021-07-08
25 Spark Capital Growth Founders’ Fund II, L.P. 130.0K 0.10% 130.0K 130.0K PN 2022-02-10
26 II-B, 75.7K 0.10% 75.7K 75.7K PN Cayman Islands 2022-09-16
27 Lennar Corporation 150.00 5.61% 10.87M 10.87M HC Delaware 2021-09-01
28 BCIP Venture Associates II, L.P. 0.00% PN Cayman Islands 2022-09-22
29 BCIP Venture Associates II-B, LP 0.00% PN Cayman Islands 2022-09-22
30 BCV 2019-MD Primary, L.P. 0.00% PN Cayman Islands 2022-09-22
31 Bain Capital Venture Fund 2019, L.P. 0.00% PN Cayman Islands 2022-09-22

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
13
-111 vs prev Q
New positions
1
Closed positions
108
Increased
4
Reduced
4
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 CITIGROUP INC 15.67M -1.9K (0.0%) 31.65M +9.6M (+43.2%) 8.32% +0.016 pp 0.01% +0.004 pp USD2.00 +1.0% 16 qtrs
2 VANGUARD GROUP INC 12.14M -264.6K (-2.1%) 24.52M +7.0M (+40.2%) 6.44% -0.127 pp 0.00% +0.000 pp USD4.98 -59.4% 18 qtrs
3 OAKTREE CAPITAL MANAGEMENT LP 7.51M +— (+0.0%) 15.16M +4.6M (+43.3%) 3.98% +0.008 pp 0.22% +0.059 pp USD3.42 -40.9% 16 qtrs
4 BLUE DOOR ASSET MANAGEMENT, LLC 5.64M +299.0K (+5.6%) 11.38M +3.9M (+51.3%) 2.99% +0.164 pp 4.61% +0.650 pp USD2.49 -18.9% 15 qtrs
5 LONG POND CAPITAL, LP 5.61M -455.9K (-7.5%) 11.33M +2.8M (+32.5%) 2.98% -0.236 pp 1.33% +0.712 pp USD2.42 -16.5% 18 qtrs
6 UBS GROUP AG 5.61M -4.8M (-46.3%) 11.33M -3.4M (-23.1%) 2.98% -2.559 pp 0.00% -0.001 pp USD1.24 +62.9% 18 qtrs
7 MARSHALL WACE, LLP 3.96M +1.0M (+34.0%) 8.01M +3.8M (+92.0%) 2.10% +0.537 pp 0.01% +0.003 pp USD1.33 +51.9% 6 qtrs
8 MAK CAPITAL ONE LLC 3.58M +714.1K (+24.9%) 7.23M +3.2M (+79.0%) 1.90% +0.382 pp 0.80% +0.174 pp USD1.53 +32.0% 2 qtrs
9 NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. 3.48M +827.9K (+31.2%) 7.03M +3.3M (+88.0%) 1.85% +0.442 pp 1.85% +0.688 pp USD1.56 +29.5% 2 qtrs
10 TIKVAH MANAGEMENT LLC 3.34M +— (+0.0%) 6.74M +2.0M (+43.3%) 1.77% +0.004 pp 1.80% +0.412 pp USD8.28 -75.6% 18 qtrs
11 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 3.30M +3.3M (+100.0%) 6.67M +6.7M (+100.0%) 1.75% +1.752 pp 0.11% +0.106 pp USD2.02 +0.0% 1 qtrs NEW
12 GOLDMAN SACHS GROUP INC 2.88M +447.5K (+18.4%) 5.83M +2.4M (+69.6%) 1.53% +0.240 pp 0.00% +0.000 pp USD1.31 +54.2% 18 qtrs
13 BLACKROCK, INC. 2.77M +69.2K (+2.6%) 5.60M +1.8M (+46.9%) 1.47% +0.040 pp 0.00% +0.000 pp USD1.74 +16.1% 6 qtrs
14 KIM, LLC 2.66M +— (+0.0%) 5.37M +1.6M (+43.3%) 1.41% +0.003 pp 0.43% +0.107 pp USD4.36 -53.7% 15 qtrs
15 MILLENNIUM MANAGEMENT LLC 2.44M -1.2M (-33.1%) 4.93M -213.1K (-4.1%) 1.30% -0.637 pp 0.00% 0.000 pp USD1.22 +65.6% 12 qtrs
16 ROYCE & ASSOCIATES LP 2.43M +1.1M (+77.8%) 4.92M +3.0M (+154.7%) 1.29% +0.567 pp 0.05% +0.031 pp USD2.03 -0.5% 11 qtrs
17 KENNEDY CAPITAL MANAGEMENT LLC 2.21M +2.2M (+100.0%) 4.46M +4.5M (+100.0%) 1.17% +1.173 pp 0.09% +0.095 pp USD2.02 +0.0% 1 qtrs NEW
18 MORGAN STANLEY 2.15M +145.1K (+7.3%) 4.33M +1.5M (+53.7%) 1.14% +0.079 pp 0.00% +0.000 pp USD1.40 +44.3% 18 qtrs
19 GEODE CAPITAL MANAGEMENT, LLC 2.09M +71.5K (+3.5%) 4.23M +1.4M (+48.3%) 1.11% +0.040 pp 0.00% +0.000 pp USD4.31 -53.1% 17 qtrs
20 JANE STREET GROUP, LLC 1.91M +426.0K (+28.7%) 3.85M +1.8M (+84.4%) 1.01% +0.228 pp 0.00% +0.000 pp USD1.44 +40.3% 16 qtrs
21 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1.91M +1.9M (+100.0%) 3.85M +3.9M (+100.0%) 1.01% +1.013 pp 0.22% +0.225 pp USD2.02 +0.0% 1 qtrs NEW
22 JACOBS LEVY EQUITY MANAGEMENT, INC 1.72M -439.4K (-20.3%) 3.48M +430.1K (+14.1%) 0.91% -0.231 pp 0.01% +0.001 pp USD1.29 +56.6% 4 qtrs
23 RENAISSANCE TECHNOLOGIES LLC 1.40M -136.4K (-8.9%) 2.83M +662.6K (+30.6%) 0.74% -0.071 pp 0.00% +0.002 pp USD1.30 +55.4% 9 qtrs
24 DIMENSION CAPITAL MANAGEMENT LLC 1.16M +— (+0.0%) 2.34M +707.1K (+43.3%) 0.62% +0.001 pp 0.33% +0.093 pp USD0.99 +104.0% 3 qtrs
25 ANCORA ADVISORS, LLC 1.05M +1.0M (+100.0%) 2.12M +2.1M (+100.0%) 0.56% +0.556 pp 0.04% +0.044 pp USD2.02 +0.0% 1 qtrs NEW
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.01M +1.4K (+0.1%) 2.05M +620.8K (+43.5%) 0.54% +0.002 pp 0.00% +0.000 pp USD4.85 -58.4% 17 qtrs
27 STATE STREET CORP 890.1K +18.8K (+2.2%) 1.80M +569.5K (+46.4%) 0.47% +0.011 pp 0.00% +0.000 pp USD4.08 -50.5% 17 qtrs
28 GSA CAPITAL PARTNERS LLP 799.3K -462.1K (-36.6%) 1.62M -164.0K (-9.2%) 0.42% -0.244 pp 0.14% -0.009 pp USD1.19 +69.7% 16 qtrs
29 DIMENSIONAL FUND ADVISORS LP 795.9K -398.2K (-33.3%) 1.61M -76.4K (-4.5%) 0.42% -0.210 pp 0.00% +0.000 pp USD2.84 -28.9% 11 qtrs
30 NORTHERN TRUST CORP 695.8K +284.1K (+69.0%) 1.41M +825.1K (+142.1%) 0.37% +0.151 pp 0.00% +0.000 pp USD3.40 -40.6% 17 qtrs
31 579.0K +50.0K (+9.5%) 1.17M +423.7K (+56.8%) 0.31% +0.027 pp 0.60% +0.172 pp USD1.54 +31.2% 5 qtrs
32 RUSSELL INVESTMENTS GROUP, LTD. 481.1K +481.1K (+100.0%) 971.7K +971.7K (+100.0%) 0.26% +0.255 pp 0.00% +0.001 pp USD2.02 +0.0% 1 qtrs NEW
33 POINT72 ASSET MANAGEMENT, L.P. 454.5K +454.5K (+100.0%) 918.1K +918.1K (+100.0%) 0.24% +0.241 pp 0.00% +0.001 pp USD2.02 +0.0% 1 qtrs NEW
34 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 434.3K -12.0K (-2.7%) 877.2K +248.0K (+39.4%) 0.23% -0.006 pp 0.00% +0.000 pp USD1.84 +9.8% 7 qtrs
35 AMERIPRISE FINANCIAL INC 412.8K -115.8K (-21.9%) 833.9K +88.5K (+11.9%) 0.22% -0.061 pp 0.00% +0.000 pp USD2.20 -8.2% 8 qtrs
36 INVESCO LTD. 331.6K +15.1K (+4.8%) 669.8K +223.6K (+50.1%) 0.18% +0.008 pp 0.00% +0.000 pp USD2.24 -9.8% 15 qtrs
37 XTX TOPCO LTD 331.5K +141.6K (+74.6%) 669.7K +401.9K (+150.1%) 0.18% +0.075 pp 0.02% +0.004 pp USD1.67 +21.0% 11 qtrs
38 SCHONFELD STRATEGIC ADVISORS LLC 315.1K +44.4K (+16.4%) 636.5K +254.8K (+66.7%) 0.17% +0.024 pp 0.00% +0.001 pp USD1.92 +5.2% 7 qtrs
39 EXODUSPOINT CAPITAL MANAGEMENT, LP 274.2K +274.2K (+100.0%) 554.0K +554.0K (+100.0%) 0.15% +0.146 pp 0.00% +0.004 pp USD2.02 +0.0% 3 qtrs
40 BANK OF AMERICA CORP /DE/ 269.2K -106.3K (-28.3%) 543.9K +14.3K (+2.7%) 0.14% -0.056 pp 0.00% +0.000 pp USD2.38 -15.1% 18 qtrs
41 JPMORGAN CHASE & CO 264.9K -60.3K (-18.5%) 535.1K +76.6K (+16.7%) 0.14% -0.032 pp 0.00% +0.000 pp USD1.59 +27.0% 18 qtrs
42 BRIDGEWAY CAPITAL MANAGEMENT, LLC 250.0K +50.0K (+25.0%) 505.0K +223.0K (+79.1%) 0.13% +0.027 pp 0.01% +0.005 pp USD1.28 +57.8% 4 qtrs
43 LIGHTHOUSE INVESTMENT PARTNERS, LLC 246.7K -35.2K (-12.5%) 498.4K +100.9K (+25.4%) 0.13% -0.018 pp 0.02% +0.003 pp USD1.24 +62.9% 4 qtrs
44 TWO SIGMA INVESTMENTS, LP 242.5K +80.4K (+49.6%) 489.9K +261.3K (+114.3%) 0.13% +0.043 pp 0.00% +0.000 pp USD1.55 +30.3% 3 qtrs
45 AQR CAPITAL MANAGEMENT LLC 227.3K -255.2K (-52.9%) 459.1K -221.2K (-32.5%) 0.12% -0.135 pp 0.00% 0.000 pp USD1.25 +61.6% 9 qtrs
46 QUINN OPPORTUNITY PARTNERS LLC 220.1K +— (+0.0%) 444.6K +134.3K (+43.3%) 0.12% +0.000 pp 0.02% -0.003 pp USD2.36 -14.4% 7 qtrs
47 QUBE RESEARCH & TECHNOLOGIES LTD 185.3K +66.0K (+55.4%) 374.3K +206.1K (+122.6%) 0.10% +0.035 pp 0.00% +0.000 pp USD1.53 +32.0% 3 qtrs
48 BARCLAYS PLC 180.0K -112.0K (-38.4%) 363.6K -141.6K (-28.0%) 0.10% -0.059 pp 0.00% +0.000 pp USD1.49 +35.6% 15 qtrs
49 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 167.5K -10.2K (-5.8%) 338.4K +87.7K (+35.0%) 0.09% -0.005 pp 0.00% +0.000 pp USD1.08 +87.0% 4 qtrs
50 ALGERT GLOBAL LLC 157.2K -25.7K (-14.0%) 318.0K +60.0K (+23.3%) 0.08% -0.013 pp 0.01% +0.001 pp USD1.19 +69.7% 4 qtrs
51 SEI INVESTMENTS CO 144.0K +144.0K (+100.0%) 290.8K +290.8K (+100.0%) 0.08% +0.076 pp 0.00% +0.000 pp USD2.02 +0.0% 1 qtrs NEW
52 OMERS ADMINISTRATION CORP 136.3K +136.3K (+100.0%) 275.3K +275.3K (+100.0%) 0.07% +0.072 pp 0.00% +0.002 pp USD2.02 +0.0% 1 qtrs NEW
53 CENTIVA CAPITAL, LP 110.7K -91.6K (-45.3%) 223.5K -61.7K (-21.6%) 0.06% -0.048 pp 0.00% -0.001 pp USD1.41 +43.3% 2 qtrs
54 CATALYST FUNDS MANAGEMENT PTY LTD 103.7K +— (+0.0%) 209.5K +63.3K (+43.3%) 0.06% +0.000 pp 0.05% +0.027 pp USD1.32 +53.0% 5 qtrs
55 ACADIAN ASSET MANAGEMENT LLC 94.4K +94.4K (+100.0%) 188.0K +188.0K (+100.0%) 0.05% +0.050 pp 0.00% +0.000 pp USD2.02 +0.0% 1 qtrs NEW
56 VERITION FUND MANAGEMENT LLC 81.8K +27.3K (+50.2%) 165.2K +88.4K (+115.2%) 0.04% +0.015 pp 0.00% +0.000 pp USD1.33 +51.9% 3 qtrs
57 JAIN GLOBAL LLC 68.4K +54.5K (+393.1%) 138.1K +118.5K (+606.4%) 0.04% +0.029 pp 0.00% +0.001 pp USD1.81 +11.6% 3 qtrs
58 HUDSON BAY CAPITAL MANAGEMENT LP 67.2K +67.2K (+100.0%) 135.7K +135.7K (+100.0%) 0.04% +0.036 pp 0.00% +0.000 pp USD2.02 +0.0% 3 qtrs
59 BALYASNY ASSET MANAGEMENT L.P. 65.9K +65.9K (+100.0%) 133.0K +133.0K (+100.0%) 0.04% +0.035 pp 0.00% +0.000 pp USD2.02 +0.0% 1 qtrs NEW
60 CERITY PARTNERS LLC 60.1K -20.2K (-25.2%) 121.3K +8.2K (+7.2%) 0.03% -0.011 pp 0.00% +0.000 pp USD1.06 +90.6% 4 qtrs
61 ENGINEERS GATE MANAGER LP 59.7K -31.2K (-34.3%) 120.6K -7.6K (-5.9%) 0.03% -0.017 pp 0.00% +0.000 pp USD1.39 +45.3% 6 qtrs
62 BANK OF NEW YORK MELLON CORP 48.6K +536.0 (+1.1%) 98.3K +30.4K (+44.9%) 0.03% +0.000 pp 0.00% +0.000 pp USD4.01 -49.6% 17 qtrs
63 STATE OF WYOMING 47.1K -234.9K (-83.3%) 95.1K -302.5K (-76.1%) 0.03% -0.124 pp 0.01% -0.035 pp USD1.41 +43.3% 2 qtrs
64 R SQUARED LTD 47.0K -4.6K (-8.9%) 94.9K +22.2K (+30.5%) 0.02% -0.002 pp 0.04% +0.013 pp USD1.28 +57.8% 3 qtrs
65 SCS CAPITAL MANAGEMENT LLC 45.3K -2.8K (-5.8%) 91.4K +23.7K (+34.9%) 0.02% -0.001 pp 0.00% +0.000 pp USD1.21 +66.9% 4 qtrs
66 HIGHTOWER ADVISORS, LLC 39.8K +— (+0.0%) 80.5K +24.3K (+43.3%) 0.02% +0.000 pp 0.00% +0.000 pp USD4.73 -57.3% 18 qtrs
67 QUADRATURE CAPITAL LTD 38.8K -24.8K (-39.0%) 78.3K -11.7K (-13.0%) 0.02% -0.013 pp 0.00% 0.000 pp USD1.41 +43.3% 4 qtrs
68 LPL FINANCIAL LLC 37.0K +14.0K (+60.9%) 74.7K +42.3K (+130.5%) 0.02% +0.008 pp 0.00% +0.000 pp USD1.48 +36.5% 3 qtrs
69 M&T BANK CORP 35.7K +35.7K (+100.0%) 72.1K +72.1K (+100.0%) 0.02% +0.019 pp 0.00% +0.000 pp USD2.02 +0.0% 1 qtrs NEW
70 FRANKLIN RESOURCES INC 32.8K +2.5K (+8.2%) 66.3K +23.5K (+55.0%) 0.02% +0.001 pp 0.00% +0.000 pp USD1.46 +38.4% 2 qtrs
71 SQUAREPOINT OPS LLC 31.8K +16.7K (+111.3%) 64.2K +43.0K (+202.7%) 0.02% +0.009 pp 0.00% +0.000 pp USD1.57 +28.7% 3 qtrs
72 OLIO FINANCIAL PLANNING 31.1K +31.1K (+100.0%) 62.8K +62.8K (+100.0%) 0.02% +0.017 pp 0.02% +0.018 pp USD2.02 +0.0% 1 qtrs NEW
73 CIBC ASSET MANAGEMENT INC 29.8K +29.8K (+100.0%) 60.2K +60.2K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD2.02 +0.0% 1 qtrs NEW
74 VANGUARD PERSONALIZED INDEXING MANAGEMENT, LLC 27.1K -592.0 (-2.1%) 54.7K +15.7K (+40.2%) 0.01% 0.000 pp 0.00% +0.000 pp USD1.00 +102.0% 3 qtrs
75 HRT FINANCIAL LP 24.8K -35.8K (-59.1%) 50.0K -35.0K (-41.2%) 0.01% -0.019 pp 0.00% 0.000 pp USD1.23 +64.2% 3 qtrs
76 BRINKER CAPITAL INVESTMENTS, LLC 22.4K +— (+0.0%) 45.2K +13.6K (+43.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD1.75 +15.4% 5 qtrs
77 TWO SIGMA ADVISERS, LP 22.1K +11.0K (+99.1%) 44.6K +29.0K (+185.2%) 0.01% +0.006 pp 0.00% +0.000 pp USD1.50 +34.7% 3 qtrs
78 BBR PARTNERS, LLC 21.6K +— (+0.0%) 43.5K +13.1K (+43.3%) 0.01% +0.000 pp 0.00% +0.001 pp USD1.21 +66.9% 4 qtrs
79 GROUP ONE TRADING, L.P. 21.3K +19.4K (+1,041.5%) 43.0K +40.4K (+1,535.3%) 0.01% +0.010 pp 0.00% +0.000 pp USD1.99 +1.5% 6 qtrs
80 SIMPLEX TRADING, LLC 21.2K -4.5K (-17.4%) 42.9K +6.9K (+19.1%) 0.01% -0.002 pp 0.00% +0.000 pp USD1.41 +43.3% 9 qtrs
81 AMERICAN CENTURY COMPANIES INC 19.3K +19.3K (+100.0%) 38.9K +38.9K (+100.0%) 0.01% +0.010 pp 0.00% +0.000 pp USD2.02 +0.0% 1 qtrs NEW
82 OPPENHEIMER ASSET MANAGEMENT INC. 19.2K +19.2K (+100.0%) 38.8K +38.8K (+100.0%) 0.01% +0.010 pp 0.00% +0.001 pp USD2.02 +0.0% 1 qtrs NEW
83 VICTORY CAPITAL MANAGEMENT INC 18.5K +11.0 (+0.1%) 37.4K +11.3K (+43.3%) 0.01% +0.000 pp 0.00% +0.000 pp USD7.34 -72.5% 18 qtrs
84 IEQ CAPITAL, LLC 18.2K -23.0K (-55.8%) 36.9K -21.3K (-36.6%) 0.01% -0.012 pp 0.00% 0.000 pp USD1.12 +80.4% 4 qtrs
85 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17.4K -8.8K (-33.6%) 35.1K -1.8K (-4.9%) 0.01% -0.005 pp 0.00% +0.000 pp USD1.41 +43.3% 2 qtrs
86 DEAN, JACOBSON FINANCIAL SERVICES, LLC 17.4K +17.4K (+100.0%) 35.1K +35.1K (+100.0%) 0.01% +0.009 pp 0.02% +0.022 pp USD2.02 +0.0% 1 qtrs NEW
87 VIRTU FINANCIAL LLC 16.8K -31.8K (-65.4%) 34.0K -35.0K (-50.7%) 0.01% -0.017 pp 0.00% -0.003 pp USD1.16 +74.1% 8 qtrs
88 OCEAN CAPITAL MANAGEMENT, LLC 15.9K +— (+0.0%) 32.0K +9.7K (+43.3%) 0.01% +0.000 pp 0.01% +0.002 pp USD2.55 -20.8% 12 qtrs
89 TOWER RESEARCH CAPITAL LLC (TRC) 15.6K +15.6K (+100.0%) 31.4K +31.4K (+100.0%) 0.01% +0.008 pp 0.00% +0.001 pp USD2.02 +0.0% 17 qtrs
90 SAGE INVESTMENT COUNSEL LLC 15.0K +— (+0.0%) 30.3K +9.2K (+43.3%) 0.01% +0.000 pp 0.03% +0.010 pp USD1.50 +34.7% 5 qtrs
91 NEUBERGER BERMAN GROUP LLC 14.9K +14.9K (+100.0%) 30.2K +30.2K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD2.02 +0.0% 1 qtrs NEW
92 CWM, LLC 12.4K -15.7K (-55.9%) 25.0K -15.0K (-37.5%) 0.01% -0.008 pp 0.00% 0.000 pp USD1.11 +82.0% 7 qtrs
93 CITADEL ADVISORS LLC 12.1K +12.1K (+100.0%) 24.4K +24.4K (+100.0%) 0.01% +0.006 pp 0.00% +0.000 pp USD2.02 +0.0% 12 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 50 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Global X - Internet of Things ETF SNSR 0.14% 329.1K 0.68%
2 iShares Micro-Cap ETF IWC 0.04% 590.8K 0.60%
3 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.03% 283.6K 0.20%
4 iShares Russell 2000 Value ETF IWN 0.01% 1.79M 0.24%
5 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.01% 31.8K 0.39%
6 Invesco RAFI US 1500 Small-Mid ETF PRFZ 0.01% 188.5K 0.34%
7 Xtrackers Russell 2000 UCITS ETF 1C XRSU.L 0.01% 189.5K 0.30%
8 Invesco Russell 2000 UCITS ETF RTYS.L 0.01% 18.0K 0.25%
9 Global X - Russell 2000 ETF RSSL 0.01% 82.4K 0.08%
10 iShares Russell 2000 BuyWrite ETF IWMW 0.01% 3.1K 0.39%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
68.0K
Shares disposed
Cash buys
Cash sales
Net activity
+68,027
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
2026-04-23 Bansi Pankaj Officer A-Award A Restricted Stock Units 68,027 0.00 68,027 D
2026-03-31 Martell Frank Director / Officer M-Exempt A Class A Common Stock 450,000 0.00 450.00 451,470 D
2026-03-12 Bohjalian Thomas N Director P-Purchase A Class A Common Stock 150,000 1.74 260.5K 500,000 D
2026-03-10 Ponathil Sangeeth Officer Restricted Stock Units 58,139 0.00 0 D
2026-03-10 Bansi Pankaj Officer Restricted Stock Units 232,558 0.00 0 D
2026-03-10 Auer Heather Officer Employee Stock Options (Right to Buy) 372,364 0.47 175.0K 0 D
2026-01-27 STEMM DARYL Officer A-Award A Restricted Stock Units 247,093 0.00 247,093 D
2026-01-27 McQuaid Brian Michael Officer A-Award A Restricted Stock Units 247,093 0.00 247,093 D
2026-01-27 Martell Frank Director / Officer A-Award A Restricted Stock Units 1,119,186 0.00 1,119,186 D
2026-01-27 Cariola Natalie Officer A-Award A Restricted Stock Units 377,906 0.00 377,906 D
2026-01-22 STEMM DARYL Officer M-Exempt D Restricted Stock Units 64,935 0.00 194,805 D
2026-01-22 McQuaid Brian Michael Officer M-Exempt D Restricted Stock Units 14,610 0.00 43,831 D
2026-01-22 Cariola Natalie Officer M-Exempt D Restricted Stock Units 64,935 0.00 194,805 D
2026-01-16 STEMM DARYL Officer F-InKind D Class A Common Stock 394 1.74 685.56 84,510 D
2025-12-31 Martell Frank Director / Officer M-Exempt D Restricted Stock Units 450,000 0.00 900,000 D
2025-12-18 STEMM DARYL Officer F-InKind D Class A Common Stock 349 2.08 725.92 84,070 D
2025-12-16 Martell Frank Director / Officer P-Purchase A Class A Common Stock 19,466 2.07 40.3K 2,113,796 I
2025-12-15 Martell Frank Director / Officer P-Purchase A Class A Common Stock 30,534 2.06 62.9K 2,094,330 I
2025-12-12 Martell Frank Director / Officer P-Purchase A Class A Common Stock 25,000 2.07 51.8K 2,063,796 I
2025-12-11 Martell Frank Director / Officer P-Purchase A Class A Common Stock 25,000 2.07 51.7K 2,038,796 I
2025-12-10 Martell Frank Director / Officer P-Purchase A Class A Common Stock 30,000 1.99 59.7K 1,507,290 I
2025-12-09 Martell Frank Director / Officer P-Purchase A Class A Common Stock 30,000 2.03 60.8K 1,477,290 I
2025-12-05 Martell Frank Director / Officer P-Purchase A Class A Common Stock 124,086 1.91 237.4K 1,447,290 I
2025-12-04 Martell Frank Director / Officer P-Purchase A Class A Common Stock 100,000 1.88 187.7K 1,323,204 I
2025-12-03 Martell Frank Director / Officer P-Purchase A Class A Common Stock 27,722 1.86 51.5K 1,223,204 I
2025-12-02 Martell Frank Director / Officer P-Purchase A Class A Common Stock 28,846 1.69 48.8K 1,195,482 I
2025-12-02 Bohjalian Thomas N Director P-Purchase A Class A Common Stock 50,000 1.68 84.2K 350,000 D
2025-12-01 Martell Frank Director / Officer P-Purchase A Class A Common Stock 18,432 1.69 31.1K 1,166,636 I
2025-11-25 Martell Frank Director / Officer P-Purchase A Class A Common Stock 50,435 1.73 87.0K 1,148,204 I
2025-11-24 Martell Frank Director / Officer P-Purchase A Class A Common Stock 49,565 1.60 79.5K 1,097,769 I
2025-11-21 Martell Frank Director / Officer P-Purchase A Class A Common Stock 56,236 1.44 81.0K 1,048,204 I
2025-11-20 Martell Frank Director / Officer P-Purchase A Class A Common Stock 93,764 1.47 137.8K 991,968 I
2025-11-18 STEMM DARYL Officer M-Exempt A Class A Common Stock 833 0.00 0.83 83,935 D
2025-11-18 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 1,111 0.00 2,223 D
2025-11-12 Cariola Natalie Officer F-InKind D Class A Common Stock 4,604 1.51 7.0K 22,394 D
2025-10-17 STEMM DARYL Officer M-Exempt D Restricted Stock Units 834 0.00 2,500 D
2025-10-17 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 1,111 0.00 1.11 113,280 D
2025-09-30 Martell Frank Director / Officer M-Exempt D Restricted Stock Units 450,000 0.00 1,350,000 D
2025-09-18 STEMM DARYL Officer M-Exempt A Class A Common Stock 833 0.00 0.83 82,967 D
2025-09-18 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 1,111 0.00 1.11 112,634 D
2025-09-16 Martell Frank Director / Officer P-Purchase A Class A Common Stock 50,000 1.58 79.1K 898,204 I
2025-09-15 Martell Frank Director / Officer P-Purchase A Class A Common Stock 50,000 1.53 76.6K 848,204 I
2025-09-12 Martell Frank Director / Officer P-Purchase A Class A Common Stock 50,000 1.44 71.9K 798,204 I
2025-08-22 Pinczuk Ana G. Director P-Purchase A Class A Common Stock 67,094 1.48 99.1K 95,778 D
2025-08-22 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 244 0.00 0.24 111,626 D
2025-08-19 Bohjalian Thomas N Director P-Purchase A Class A Common Stock 100,000 1.50 150.0K 300,000 D
2025-08-18 STEMM DARYL Officer M-Exempt A Class A Common Stock 833 0.00 0.83 82,483 D
2025-08-18 McQuaid Brian Michael 0 0.00 0
2025-08-18 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 1,111 0.00 5,556 D
2025-08-18 DORMAN JOHN C Director P-Purchase A Class A Common Stock 100,000 1.53 153.5K 382,968 D
2025-08-18 Bohjalian Thomas N Director P-Purchase A Class A Common Stock 25,000 1.49 37.3K 200,000 D
2025-08-15 McQuaid Brian Michael Officer Restricted Stock Units 58,441 0.00 0 D
2025-08-15 Martell Frank Director / Officer P-Purchase A Class A Common Stock 120,000 1.35 161.8K 748,204 I
2025-08-12 Martell Frank Director / Officer P-Purchase A Class A Common Stock 130,000 1.37 178.2K 628,204 I
2025-08-12 Bohjalian Thomas N Director P-Purchase A Class A Common Stock 25,000 1.37 34.3K 175,000 D
2025-08-11 Martell Frank Director / Officer P-Purchase A Class A Common Stock 100,000 1.26 126.5K 498,204 I
2025-08-11 Bohjalian Thomas N Director P-Purchase A Class A Common Stock 150,000 1.26 189.0K 150,000 D
2025-08-08 Martell Frank Director / Officer P-Purchase A Class A Common Stock 150,000 1.25 187.5K 398,204 I
2025-07-24 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 243 0.00 244 D
2025-07-18 STEMM DARYL Officer M-Exempt A Class A Common Stock 834 0.00 0.83 82,000 D
2025-07-18 Lee Kristen Morse Officer M-Exempt A Class A Common Stock 417 0.00 0.42 68,821 D
2025-07-18 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 1,111 0.00 1.11 111,061 D
2025-06-24 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 243 0.00 0.24 110,052 D
2025-06-24 Bohjalian Thomas N 0 0.00 0
2025-06-18 STEMM DARYL Officer M-Exempt A Class A Common Stock 833 0.00 0.83 81,515 D
2025-06-18 Lee Kristen Morse Officer M-Exempt A Class A Common Stock 417 0.00 0.42 68,579 D
2025-06-18 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 1,112 0.00 1.11 110,275 D
2025-06-16 Martell Frank Director / Officer A-Award A Restricted Stock Units 1,800,000 0.00 1,800,000 D
2025-05-23 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 244 0.00 730 D
2025-05-20 DeRose-Wilson Isaiah Officer A-Award A Restricted Stock Units 173,973 0.00 173,973 D
2025-05-20 Cariola Natalie Officer A-Award A Restricted Stock Units 173,973 0.00 173,973 D
2025-05-18 STEMM DARYL Officer M-Exempt A Class A Common Stock 833 0.00 0.83 81,031 D
2025-05-18 Lee Kristen Morse Officer M-Exempt D Restricted Stock Units 416 0.00 3,334 D
2025-05-18 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 1,111 0.00 8,890 D
2025-05-13 Sperling Ann Director A-Award A Restricted Stock Units 182,926 0.00 182,926 D
2025-05-13 Pinczuk Ana G. Director A-Award A Restricted Stock Units 182,926 0.00 182,926 D
2025-05-13 Martell Frank Director A-Award A Restricted Stock Units 182,926 0.00 182,926 D
2025-05-13 Dean Alison Director A-Award A Restricted Stock Units 182,926 0.00 182,926 D
2025-05-13 DORMAN JOHN C Director A-Award A Restricted Stock Units 182,926 0.00 182,926 D
2025-05-13 Cariola Natalie Officer Restricted Stock Units 68,576 0.00 0 D
2025-05-12 TUOMI FREDERICK C Director M-Exempt D Restricted Stock Units 53,003 0.00 0 D
2025-05-12 Sperling Ann Director M-Exempt D Restricted Stock Units 53,003 0.00 0 D
2025-05-12 Pinczuk Ana G. Director M-Exempt D Restricted Stock Units 28,684 0.00 0 D
2025-05-12 Paladin Michael Shane Other S-Sale A Class A Common Stock 43,859 0.87 38.2K 0 D
2025-05-12 Martell Frank Director M-Exempt D Restricted Stock Units 56,506 0.00 0 D
2025-05-12 Dean Alison Director M-Exempt D Restricted Stock Units 53,003 0.00 0 D
2025-05-12 DORMAN JOHN C Director M-Exempt D Restricted Stock Units 53,003 0.00 0 D
2025-05-09 Young Robyn Officer M-Exempt A Class A Common Stock 2,099 0.00 2.10 63,942 D
2025-04-24 DeRose-Wilson Isaiah Officer F-InKind D Class A Common Stock 102 0.85 86.33 108,376 D
2025-04-22 DORMAN JOHN C Director A-Award A Restricted Stock Units 213,918 0.00 213,918 D
2025-04-17 STEMM DARYL Officer F-InKind D Class A Common Stock 1,066 0.72 767.52 80,198 D
2025-04-17 Lee Kristen Morse Officer F-InKind D Class A Common Stock 175 0.72 126.00 67,921 D
2025-04-17 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 6,105 0.00 0 D
2025-04-09 Young Robyn Officer M-Exempt A Class A Common Stock 2,099 0.00 2.10 62,722 D
2025-04-07 Lee Kristen Morse Officer M-Exempt A Class A Common Stock 22,866 0.00 22.87 77,249 D
2025-03-24 DeRose-Wilson Isaiah Officer F-InKind D Class A Common Stock 102 1.17 119.34 104,039 D
2025-03-19 STEMM DARYL Officer M-Exempt A Class A Common Stock 2,544 0.00 2.54 79,300 D
2025-03-19 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 6,106 0.00 6.11 106,454 D
2025-03-18 STEMM DARYL Officer M-Exempt D Restricted Stock Units 833 0.00 8,334 D
2025-03-18 Paladin Michael Shane Officer A-Award A Restricted Stock Units 1,790,055 0.00 1,790,055 D
2025-03-18 Lee Kristen Morse Officer M-Exempt D Restricted Stock Units 417 0.00 4,167 D
2025-03-18 DeRose-Wilson Isaiah Officer F-InKind D Class A Common Stock 465 1.17 544.05 100,348 D
2025-03-13 Paladin Michael Shane Officer P-Purchase A Class A Common Stock 43,859 1.14 50.0K 43,859 D
2025-03-10 DORMAN JOHN C Director P-Purchase A Class A Common Stock 125,000 1.20 150.0K 229,965 D
2025-03-07 Young Robyn Officer M-Exempt A Class A Common Stock 2,099 0.00 2.10 61,502 D
2025-03-07 STEMM DARYL Officer P-Purchase A Class A Common Stock 10,000 1.24 12.4K 76,272 D
2025-02-24 Paladin Michael Shane 0 0.00 0
2025-02-24 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 244 0.00 0.24 99,818 D
2025-02-19 STEMM DARYL Officer M-Exempt A Class A Common Stock 2,544 0.00 2.54 67,472 D
2025-02-19 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 6,106 0.00 12,211 D
2025-02-18 STEMM DARYL Officer M-Exempt D Restricted Stock Units 833 0.00 9,167 D
2025-02-18 Lee Kristen Morse Officer M-Exempt A Class A Common Stock 416 0.00 0.42 54,338 D
2025-02-18 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 1,111 0.00 12,223 D
2025-02-07 Young Robyn Officer M-Exempt A Class A Common Stock 2,099 0.00 2.10 60,393 D
2025-01-30 Pinczuk Ana G. Director A-Award A Restricted Stock Units 28,684 0.00 28,684 D
2025-01-24 Lee Kristen Morse Officer F-InKind D Class A Common Stock 6,161 1.58 9.7K 53,922 D
2025-01-24 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 243 0.00 1,704 D
2025-01-22 Young Robyn Officer A-Award A Restricted Stock Units 259,740 0.00 259,740 D
2025-01-22 STEMM DARYL Officer A-Award A Restricted Stock Units 259,740 0.00 259,740 D
2025-01-22 Lee Kristen Morse Officer A-Award A Restricted Stock Units 259,740 0.00 259,740 D
2025-01-22 DeRose-Wilson Isaiah Officer A-Award A Restricted Stock Units 259,740 0.00 259,740 D
2025-01-17 STEMM DARYL Officer F-InKind D Class A Common Stock 1,200 1.60 1.9K 64,488 D
2025-01-17 Lee Kristen Morse Officer M-Exempt D Restricted Stock Units 417 0.00 5,000 D
2025-01-17 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 6,105 0.00 18,317 D
2025-01-09 Young Robyn Officer F-InKind D Class A Common Stock 991 1.65 1.6K 58,294 D
2024-12-24 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 244 0.00 0.24 91,922 D
2024-12-19 STEMM DARYL Officer M-Exempt D Restricted Stock Units 2,544 0.00 10,177 D
2024-12-19 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 6,106 0.00 24,422 D
2024-12-18 STEMM DARYL Officer M-Exempt D Restricted Stock Units 833 0.00 10,834 D
2024-12-18 Lee Kristen Morse Officer M-Exempt D Restricted Stock Units 417 0.00 5,417 D
2024-12-18 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 1,111 0.00 14,445 D
2024-12-09 Young Robyn Officer M-Exempt A Class A Common Stock 2,099 0.00 2.10 58,064 D
2024-11-22 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 243 0.00 2,191 D
2024-11-19 STEMM DARYL Officer M-Exempt D Restricted Stock Units 2,544 0.00 12,721 D
2024-11-19 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 6,106 0.00 6.11 89,897 D
2024-11-18 STEMM DARYL Officer M-Exempt D Restricted Stock Units 833 0.00 11,667 D
2024-11-18 Martell Frank Director P-Purchase A Class A Common Stock 48,204 1.45 70.0K 248,204 I
2024-11-18 Lee Kristen Morse Officer M-Exempt D Restricted Stock Units 416 0.00 5,834 D
2024-11-18 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 1,111 0.00 1.11 84,256 D
2024-11-15 Martell Frank Director P-Purchase A Class A Common Stock 50,000 1.49 74.3K 200,000 I
2024-11-12 Lee Kristen Morse Officer P-Purchase A Class A Common Stock 10,000 1.48 14.8K 46,314 D
2024-11-08 Young Robyn Officer M-Exempt D Restricted Stock Units 2,099 0.00 37,784 D
2024-10-24 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 243 0.00 0.24 83,247 D
2024-10-18 STEMM DARYL Officer M-Exempt D Restricted Stock Units 2,544 0.00 15,265 D
2024-10-18 Lee Kristen Morse Officer M-Exempt D Restricted Stock Units 417 0.00 6,250 D
2024-10-18 DeRose-Wilson Isaiah Officer F-InKind D Class A Common Stock 465 1.73 804.45 79,454 D
2024-10-09 Young Robyn Officer M-Exempt A Class A Common Stock 2,099 0.00 2.10 55,624 D
2024-09-24 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 244 0.00 0.24 78,911 D
2024-09-19 STEMM DARYL Officer M-Exempt D Restricted Stock Units 2,544 0.00 17,809
2024-09-19 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 6,106 0.00 42,739
2024-09-18 STEMM DARYL Officer M-Exempt D Restricted Stock Units 833 0.00 13,334
2024-09-18 Lee Kristen Morse Officer M-Exempt D Restricted Stock Units 417 0.00 6,667
2024-09-18 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 1,112 0.00 1.11 75,583
2024-09-09 Young Robyn Officer F-InKind D Class A Common Stock 879 1.61 1.4K 53,525
2024-09-06 Martell Frank Director P-Purchase A Class A Common Stock 75,000 1.63 122.1K 150,000
2024-08-30 Young Robyn Officer P-Purchase A Class A Common Stock 14,793 1.70 25.1K 52,305
2024-08-30 Martell Frank Director P-Purchase A Class A Common Stock 75,000 1.68 126.1K 75,000
2024-08-23 TUOMI FREDERICK C Director M-Exempt D Restricted Stock Units 6,887 0.00 0
2024-08-23 Sperling Ann Director M-Exempt D Restricted Stock Units 6,887 0.00 0
2024-08-23 STROHM BRUCE C Director M-Exempt D Restricted Stock Units 6,887 0.00 0
2024-08-23 DeRose-Wilson Isaiah Officer F-InKind D Class A Common Stock 102 1.67 170.34 74,471
2024-08-23 DORMAN JOHN C Director M-Exempt D Restricted Stock Units 6,887 0.00 0
2024-08-19 STEMM DARYL Officer M-Exempt D Restricted Stock Units 2,544 0.00 20,353
2024-08-19 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 6,106 0.00 48,845
2024-08-18 STEMM DARYL Officer F-InKind D Class A Common Stock 349 1.59 554.91 53,373
2024-08-18 Lee Kristen Morse Officer M-Exempt D Restricted Stock Units 416 0.00 7,084
2024-08-18 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 1,111 0.00 1.11 71,245
2024-08-09 Young Robyn Officer M-Exempt A Class A Common Stock 2,099 0.00 2.10 38,391
2024-07-24 Haldeman Lucas Merwan Director / Officer M-Exempt A Class A Common Stock 1,521 0.00 1.52 11,429,244
2024-07-24 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 244 0.00 0.24 70,237
2024-07-19 STEMM DARYL Officer F-InKind D Class A Common Stock 1,065 2.39 2.5K 52,889
2024-07-19 Haldeman Lucas Merwan Director / Officer M-Exempt A Class A Common Stock 10,176 0.00 10.18 11,431,982
2024-07-19 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 6,105 0.00 54,951
2024-07-18 STEMM DARYL Officer M-Exempt D Restricted Stock Units 834 0.00 15,000
2024-07-18 Lee Kristen Morse Officer M-Exempt A Class A Common Stock 417 0.00 0.42 33,369
2024-07-18 Haldeman Lucas Merwan Director / Officer M-Exempt D Restricted Stock Units 834 0.00 17,556
2024-07-18 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 1,111 0.00 20,001
2024-07-09 Young Robyn Officer M-Exempt D Restricted Stock Units 2,099 0.00 46,180
2024-06-24 Haldeman Lucas Merwan Director / Officer M-Exempt D Restricted Stock Units 1,522 0.00 21,298
2024-06-24 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 243 0.00 3,408
2024-06-18 STEMM DARYL Officer M-Exempt D Restricted Stock Units 833 0.00 15,834
2024-06-18 Martell Frank Director A-Award A Restricted Stock Units 56,506 0.00 56,506
2024-06-18 Lee Kristen Morse Officer F-InKind D Class A Common Stock 175 2.41 421.75 32,952
2024-06-18 Haldeman Lucas Merwan Director / Officer M-Exempt D Restricted Stock Units 11,263 0.00 214,015
2024-06-18 DeRose-Wilson Isaiah Officer M-Exempt A Class A Common Stock 1,111 0.00 1.11 62,571
2024-06-07 Young Robyn Officer M-Exempt D Restricted Stock Units 2,099 0.00 48,279
2024-05-24 Haldeman Lucas Merwan Director / Officer F-InKind D Class A Common Stock 637 2.57 1.6K 11,401,905
2024-05-24 DeRose-Wilson Isaiah Officer F-InKind D Class A Common Stock 102 2.57 262.14 61,460
2024-05-17 STEMM DARYL Officer M-Exempt D Restricted Stock Units 833 0.00 16,667
2024-05-17 Lee Kristen Morse Officer M-Exempt D Restricted Stock Units 416 0.00 8,334
2024-05-17 Haldeman Lucas Merwan Director / Officer F-InKind D Class A Common Stock 4,714 2.72 12.8K 11,395,104
2024-05-17 DeRose-Wilson Isaiah Officer M-Exempt D Restricted Stock Units 1,111 0.00 22,223
2024-05-14 TUOMI FREDERICK C Director A-Award A Restricted Stock Units 53,003 0.00 53,003
2024-05-14 Sperling Ann Director A-Award A Restricted Stock Units 53,003 0.00 53,003
2024-05-14 STROHM BRUCE C Director A-Award A Restricted Stock Units 53,003 0.00 53,003
2024-05-14 Dean Alison Director A-Award A Restricted Stock Units 53,003 0.00 53,003
2024-05-14 DORMAN JOHN C Director A-Award A Restricted Stock Units 53,003 0.00 53,003
2024-05-13 TUOMI FREDERICK C Director M-Exempt A Class A Common Stock 41,666 0.00 41.67 339,373
2024-05-13 Sperling Ann Director M-Exempt A Class A Common Stock 41,666 0.00 41.67 98,078
2024-05-13 STROHM BRUCE C Director M-Exempt D Restricted Stock Units 41,666 0.00 0

Executive team

Top executives
EBIT / Employee
-76.3K
Shares Outstanding
192.26M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Michael Shane Paladin former Chief Executive Officer 88.6K 325.0K 4.73M 214.7K 5.36M 88.27%
2 2025 Frank Martell Chief Executive Officer and President 386.1K 1.60M 408.3K 262.4K 2.66M 60.20%
3 2025 Daryl Stemm Chief Financial Officer and former Interim Principal Executive Officer 325.0K 162.5K 400.0K 182.3K 13.8K 1.08M 36.91%
4 2025 John Dorman former Interim Principal Executive Officer 206.2K 162.5K 172.8K 328.7K 870.2K 19.86%
5 2024 Lucas Haldeman Former Chief Executive Officer 472.9K 820.0K 3.02M 1.20M 5.52M 69.60%
6 2024 Kristen Lee Chief Legal Officer and Corporate Secretary 336.4K 400.0K 121.7K 13.7K 871.8K 45.88%
7 2024 Isaiah DeRose-Wilson Chief Technology Officer 336.4K 400.0K 121.7K 4.5K 862.5K 46.38%
8 2024 Daryl Stemm Chief Financial Officer and former Interim Principal Executive Officer 325.0K 400.0K 117.0K 13.8K 855.8K 46.74%
9 2024 Daryl Stemm Chief Financial Officer 325.0K 400.0K 117.0K 13.8K 855.8K 46.74%
10 2023 Lucas Haldeman Chief Executive Officer 750.0K 2.50M 949.9K 22.5K 4.22M 59.21%
11 2023 Lucas Haldeman Former Chief Executive Officer 750.0K 2.50M 949.9K 22.5K 4.22M 59.21%
12 2023 Hiroshi Okamoto Former Chief Financial Officer 400.0K 400.0K 163.7K 20.5K 984.2K 40.64%
13 2023 Isaiah DeRose-Wilson Chief Technology Officer 325.0K 400.0K 226.6K 17.5K 969.1K 41.28%
14 2023 Robyn Young Chief Marketing Officer 315.0K 400.0K 228.3K 11.6K 954.8K 41.89%
15 2022 Lucas Haldeman Chief Executive Officer 781.3K 1.07M 468.8K 20.5K 2.34M 45.69%
16 2022 Brian Roberts Chief Legal Officer 388.9K 575.0K 203.7K 8.5K 1.18M 48.89%
17 2022 Isaiah DeRose-Wilson Chief Technology Officer 325.0K 549.3K 127.3K 17.0K 1.02M 53.93%
18 2022 Hiroshi Okamoto Former Chief Financial Officer 250.0K 400.0K 128.0K 5.2K 783.3K 51.07%
19 2022 Robyn Young Chief Marketing Officer 196.9K 400.0K 110.0K 706.9K 56.59%
20 2021 Christopher Jon Edmonds Chief Revenue Officer 265.9K 4.99M 182.0K 5.7K 5.44M 91.67%
21 2021 Lucas Haldeman Chief Executive Officer 445.6K 4.04M 436.0K 19.5K 4.94M 81.76%
22 2021 Isaiah DeRose-Wilson Chief Technology Officer 250.1K 1.43M 98.8K 12.4K 1.80M 79.88%
23 2020 Lucas Haldeman Chief Executive Officer 312.0K 1.36M 162.5K 13.0K 1.85M 73.65%
24 2020 Christopher Jon Edmonds Chief Revenue Officer 153.7K 148.3K 125.0K 4.8K 283.4K 52.33%
25 2020 Isaiah DeRose-Wilson Chief Technology Officer 222.5K 46.4K 9.3K 278.1K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-01 DEFA14A
2026-04-01 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-04-24 4
2026-04-01 DEFA14A
2026-04-01 DEF 14A
2026-04-01 ARS
2026-04-01 4
2026-03-30 3
2026-03-27 SC 13G/A
2026-03-27 3

Executive team

NameTitleCompensationGender
Frank D. Martell Chief Executive Officer, President & Director 1M male
Natalie Cariola Chief Revenue Officer 781.0K female
Daryl Stemm Chief Financial Officer 683.6K male
Isaiah Derose-Wilson Co-Founder 524.1K male
Brian McQuaid General Counsel & Company Secretary 475.7K male
Amanda Chavez Vice President of Marketing & Communications female
Sebastian Popovic Chief Executive Officer of Tri Plus Grupa
Heather Auer Chief Human Resources Officer female
Kelly Reisdorf Head of Investor Relations
Pankaj Bansi Chief Transformation Officer male
Sangeeth Ponathil Chief Information Officer male
ESG Rating
B
SOFTWARE - APPLICATION
2026
E (Environmental)
53.5 / 66.0
Company / Sector avg.
S (Social)
63.5 / 69.5
Company / Sector avg.
G (Governance)
69.7 / 67.5
Company / Sector avg.
ESG Total
62.2 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
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 yield history

Dividend history

Earnings history

Earnings reports

Stock splits