Subscribe

Talkspace, Inc. (TALK)

USD5.20 +0.00 (+0.00%)
US NASDAQ Healthcare Medical - Care Facilities
Address 2578 Broadway 10025
New York City, NY, US
CEO Jon R. Cohen
IPO 2020-07-30
CIK 1803901 ISIN US87427V1035

Explore sections of this company profile

Also trades on NASDAQ Global Select · TALK (USD) NASDAQ Global Select · TALKW (USD)
Description

Providing virtual behavioral healthcare services, Talkspace, Inc. operates a digital platform accessible via secure web and mobile applications. It offers a wide array of treatment options, including psychiatry, adolescent counseling, individual therapy, and support for couples. Clients can communicate with their dedicated therapists through various channels such as text, video, and voice messages, or by scheduling live video sessions. The company is based in New York, New York.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Hudson Executive Investment Corp. HECCU 2021-02-01 View
Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD5.20 +0.00 (+0.00%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
1.07
Float Shares
137.21M
Free Float %
81.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.19% +0.00% +0.00% +37.40% +60.37% +42.70% +68.73% +498.84% -47.57% -48.71% -48.71%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (10 ratings, all time) Hold
Price Targets & DCF
Current price
5.20
Low 5.25 +1.0%
Consensus 5.25 +1.0%
Median 5.25 +1.0%
High 5.25 +1.0%
Ratings Trend (MoM) 25% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 6 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
5.25
+1.0%
Last Year 5
5.00
-3.8%
All Time 8
4.38
-15.8%
Quality scores
Altman Z-Score
22.36
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Care Facilities: +10.2%
    +22.0% Q1'26: +18.2% (vs Q1'25)
  • EPS growth Medical - Care Facilities: +19.2%
    +515.4% Q1'26: -2,322.2% (vs Q1'25)
  • FCF margin FCF growth · Medical - Care Facilities: +32.0%
    -0.2% Q1'26: -7.2% (vs Q1'25)
  • EBIT margin Medical - Care Facilities: +11.3%
    +3.7% Q1'26: +0.0% (vs Q1'25)
  • ROIC Medical - Care Facilities: +6.8%
    +31.9% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Medical - Care Facilities: +0.0%
    -1.6% Q1'26: -1.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×
    0.00× Q1'26: 0.00× (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 (1.07) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 5.20
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
6 Rev. Ana.
4 EPS Ana.
Dec 2027
5 Rev. Ana.
3 EPS Ana.
Dec 2028
3 Rev. Ana.
2 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
113.67M
est: 113.18M (+0.4%)
119.57M
est: 118.61M (+0.8%)
150.05M
est: 162.13M (-7.5%)
187.59M
est: 188.69M (-0.6%)
228.87M
est: 227.79M (+0.5%)
282.74M
281.16M – 284.37M
+24.1% YoY
344.04M
335.22M – 349.87M
+21.7% YoY
407.03M
407.02M – 407.04M
+18.3% YoY
494.23M
486.28M – 500.38M
+21.4% YoY
595.60M
586.01M – 603.00M
+20.5% YoY
EBITDA
-60.72M
est: -36.36M (-67.0%)
-78.06M
est: -609.34M (+87.2%)
-22.01M
est: -41.29M (+46.7%)
2.10M
est: -48.06M (+104.4%)
11.24M
est: -58.01M (+119.4%)
-72.01M
-72.43M – -71.61M
-24.1% YoY
-87.62M
-89.11M – -85.38M
-21.7% YoY
-103.67M
-103.67M – -103.66M
-18.3% YoY
-125.88M
-127.44M – -123.85M
-21.4% YoY
-151.69M
-153.58M – -149.25M
-20.5% YoY
EBIT
-62.70M
est: -37.40M (-67.6%)
-79.42M
est: -679.88M (+88.3%)
-23.21M
est: -43.04M (+46.1%)
1.24M
est: -50.09M (+102.5%)
8.37M
est: -60.47M (+113.8%)
-75.05M
-75.49M – -74.64M
-24.1% YoY
-91.33M
-92.88M – -88.99M
-21.7% YoY
-108.05M
-108.05M – -108.05M
-18.3% YoY
-131.20M
-132.83M – -129.08M
-21.4% YoY
-158.10M
-160.07M – -155.56M
-20.5% YoY
Net Income
-62.74M
est: -92.17M (+31.9%)
-79.67M
est: -631.08M (+87.4%)
-19.18M
est: -12.35M (-55.3%)
1.15M
est: 1.73M (-33.8%)
7.79M
est: 7.79M (+0.0%)
21.37M
19.94M – 29.00M
+174.2% YoY
34.02M
31.94M – 43.70M
+59.2% YoY
54.73M
53.80M – 55.66M
+60.9% YoY
71.24M
69.75M – 72.39M
+30.2% YoY
100.78M
98.67M – 102.41M
+41.5% YoY
SGA
135.41M
est: 84.81M (+59.7%)
109.11M
est: 88.88M (+22.8%)
73.86M
est: 107.55M (-31.3%)
73.28M
est: 125.17M (-41.5%)
75.57M
est: 151.11M (-50.0%)
187.56M
186.52M – 188.64M
+24.1% YoY
228.23M
222.38M – 232.10M
+21.7% YoY
270.01M
270.01M – 270.02M
+18.3% YoY
327.86M
322.59M – 331.94M
+21.4% YoY
395.10M
388.75M – 400.02M
+20.5% YoY
EPS
-0.72
est: -0.52 (-37.9%)
-0.51
est: -0.48 (-6.2%)
-0.12
est: -0.07 (-68.3%)
0.01
est: 0.01 (-32.0%)
0.05
est: 0.04 (+27.4%)
0.14
0.11 – 0.17
+270.7% YoY
0.21
0.18 – 0.25
+56.9% YoY
0.32
0.31 – 0.32
+48.0% YoY
0.41
0.40 – 0.42
+30.2% YoY
0.58
0.57 – 0.59
+41.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 1/5 3/5 3/5 1/5 1/5 1/5
2026-05-08 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-07 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-06 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-05 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-04 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-05-01 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-04-30 C+ 2/5 1/5 3/5 4/5 1/5 1/5 2/5
2026-04-29 C+ 2/5 1/5 3/5 5/5 1/5 1/5 2/5
2026-04-28 C+ 2/5 1/5 3/5 5/5 1/5 1/5 2/5
2026-04-27 C+ 2/5 1/5 3/5 5/5 1/5 1/5 2/5
2026-04-24 C+ 2/5 1/5 3/5 5/5 1/5 1/5 2/5
2026-04-23 C+ 2/5 1/5 3/5 5/5 1/5 1/5 2/5
2026-04-22 C+ 2/5 1/5 3/5 5/5 1/5 1/5 2/5
2026-04-21 C+ 2/5 1/5 3/5 5/5 1/5 1/5 2/5
2026-04-20 C+ 2/5 1/5 3/5 5/5 1/5 1/5 2/5
2026-04-17 C+ 2/5 1/5 3/5 5/5 1/5 1/5 2/5
2026-04-16 C+ 2/5 1/5 3/5 5/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-2.13M
OE per share TTM
-0.01
Owner's Yield
-0.24%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
2.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
33
Total invested
22.18M
Insider transactions (90d)
0
Beneficial owners (>5%)
38
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Genesis VC Partners XIII, LLC 14.70M 9.65% 14.70M 14.70M PN 2022-02-14
2 Jeffrey Crowe 14.70M 9.65% 14.70M 14.70M IN 2022-02-14
3 Jon E. Kossow 14.70M 9.65% 14.70M 14.70M IN 2022-02-14
4 NVP Associates, LLC 14.70M 9.65% 14.70M 14.70M PN 2022-02-14
5 Norwest Venture Partners XIII, LP 14.70M 9.65% 14.70M 14.70M PN 2022-02-14
6 Promod Haque 14.70M 9.65% 14.70M 14.70M IN 2022-02-14
7 Spark Management Partners IV, LLC 12.47M 8.20% 12.47M 12.47M OO 2021-07-02
8 Spark Capital IV, L.P. 12.47M 8.10% 12.35M 12.35M PN 2021-07-02
9 Spark Capital Founders’ Fund IV, L.P. 12.47M 0.10% 122.2K 122.2K PN 2021-07-02
10 GOLDMAN SACHS & CO. LLC 9.64M 6.00% 9.64M 9.64M BD, IA, OO Delaware 2023-02-09
11 THE GOLDMAN SACHS GROUP, INC. 9.64M 6.00% 9.64M 9.64M HC, CO Delaware 2023-02-09
12 Revolution Growth GP III, LP 8.69M 5.70% 8.69M 8.69M PN Delaware 2021-07-02
13 Revolution Growth III, LP 8.69M 5.70% 8.69M 8.69M PN Delaware 2021-07-02
14 Revolution Growth UGP III, LLC 8.69M 5.70% 8.69M 8.69M OO Delaware 2021-07-02
15 Stephen M. Case 8.69M 5.70% 8.69M IN Delaware 2021-07-02
16 Steven J. Murray 8.69M 5.70% 8.69M 8.69M IN Delaware 2021-07-02
17 Theodore J. “Ted” Leonsis 8.69M 5.70% 8.69M IN Delaware 2021-07-02
18 Capital GP II, L.P. 8.57M 5.60% 8.57M 8.57M PN Islands 2021-07-01
19 Capital II, L.P. 8.57M 5.60% 8.57M 8.57M PN Islands 2021-07-01
20 Capital Israel I Ltd. 8.57M 5.60% 8.57M 8.57M PN Israel 2021-07-01
21 Dinte 8.57M 5.60% 8.57M 8.57M IN Israel 2021-07-01
22 Shachar 8.57M 5.60% 8.57M 8.57M IN Israel 2021-07-01
23 Amit Doshi 7.88M 4.98% 7.88M 7.88M HC, IN Cayman Islands 2022-09-29
24 Harbor Spring Capital, LLC 7.88M 4.98% 7.88M 7.88M IA, OO Cayman Islands 2022-09-29
25 Harbor Spring GP, LLC 7.88M 4.98% 7.88M 7.88M OO Cayman Islands 2022-09-29
26 Harbor Spring Master Fund, LP 7.88M 4.98% 7.88M 7.88M PN Cayman Islands 2022-09-29
27 Firstime Ventures G.P. Ltd. 7.75M 5.10% 7.75M CO Delaware, USA 2022-02-14
28 Israel A. Englander 4.67M 3.00% 4.67M 4.67M IN 2022-02-09
29 Millennium Group Management LLC 4.67M 3.00% 4.67M 4.67M OO 2022-02-09
30 Millennium Management LLC 4.67M 3.00% 4.67M 4.67M OO 2022-02-09
31 Riverview Group LLC 4.47M 2.80% 4.47M 4.47M OO 2022-02-09
32 BlueCrest Capital Management Limited 2.25M 5.40% 2.25M 2.25M OO 2021-02-10
33 Michael Platt 2.25M 5.40% 2.25M 2.25M HC, IN 2021-02-10
34 Cohen & Company Inc. 2.00M 5.50% 2.00M 2.00M HC, CO Delaware 2020-06-18
35 ICS Opportunities, Ltd. 120.0K 0.10% 120.0K 120.0K CO 2022-02-09
36 Millennium International Management LP 120.0K 0.10% 120.0K 120.0K PN 2022-02-09
37 Integrated Core Strategies (US) LLC 84.1K 0.10% 84.1K 84.1K OO 2022-02-09
38 Citadel Advisors Holdings LP 6.00 5.40% 2.26M HC, PN US 2021-06-07

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
33
-112 vs prev Q
New positions
13
Closed positions
122
Increased
19
Reduced
7
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
1 300.0K +300.0K (+100.0%) 1.09B +1.1B (+100.0%) 0.18% +0.178 pp 0.79% +0.787 pp USD3.63 +0.0% 1 qtrs NEW
2 NVP ASSOCIATES, LLC 9.80M +— (+0.0%) 35.58M +8.5M (+31.5%) 5.82% -0.011 pp 13.94% -2.351 pp USD0.61 +495.1% 13 qtrs
3 HUDSON EXECUTIVE CAPITAL LP 11.34M +— (+0.0%) 35.56M +8.5M (+31.5%) 6.73% -0.013 pp 26.53% +4.909 pp USD7.67 -52.7% 19 qtrs
4 VANGUARD GROUP INC 9.62M +168.4K (+1.8%) 34.93M +8.8M (+33.9%) 5.71% +0.089 pp 0.00% +0.000 pp USD2.42 +50.0% 18 qtrs
5 BLACKROCK, INC. 9.47M +398.1K (+4.4%) 34.39M +9.3M (+37.3%) 5.63% +0.226 pp 0.00% +0.000 pp USD2.24 +62.1% 6 qtrs
6 DEUTSCHE BANK AG\ 7.09M +905.3K (+14.6%) 25.75M +8.7M (+50.8%) 4.21% +0.530 pp 0.01% +0.003 pp USD2.92 +24.3% 8 qtrs
7 AWM INVESTMENT COMPANY, INC. 3.93M -39.0K (-1.0%) 14.26M +3.3M (+30.2%) 2.33% -0.028 pp 1.38% +0.351 pp USD1.89 +92.1% 11 qtrs
8 AMERICAN CENTURY COMPANIES INC 3.42M -3.3M (-48.8%) 12.43M -6.0M (-32.6%) 2.03% -1.943 pp 0.01% -0.003 pp USD2.13 +70.4% 9 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 3.41M +15.4K (+0.5%) 12.40M +3.0M (+32.1%) 2.03% +0.005 pp 0.00% +0.000 pp USD2.66 +36.5% 19 qtrs
10 ROYCE & ASSOCIATES LP 3.04M +862.1K (+39.7%) 11.02M +5.0M (+83.7%) 1.80% +0.509 pp 0.11% +0.052 pp USD2.96 +22.6% 6 qtrs
11 STATE STREET CORP 2.79M -1.5M (-34.6%) 10.12M -1.6M (-14.0%) 1.66% -0.882 pp 0.00% 0.000 pp USD2.45 +48.2% 18 qtrs
12 METAVASI CAPITAL LP 2.70M +1.2M (+77.3%) 9.82M +5.6M (+133.2%) 1.61% +0.698 pp 4.00% +2.729 pp USD3.20 +13.4% 5 qtrs
13 DIMENSIONAL FUND ADVISORS LP 2.42M +251.4K (+11.6%) 8.77M +2.8M (+46.8%) 1.43% +0.147 pp 0.00% +0.001 pp USD2.77 +31.0% 7 qtrs
14 MAK CAPITAL ONE LLC 2.22M +2.2M (+100.0%) 8.04M +8.0M (+100.0%) 1.32% +1.315 pp 0.88% +0.885 pp USD3.63 +0.0% 1 qtrs NEW
15 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 2.21M +315.5K (+16.7%) 8.01M +2.8M (+53.5%) 1.31% +0.185 pp 0.01% +0.005 pp USD2.85 +27.4% 6 qtrs
16 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.21M +2.2M (+100.0%) 8.00M +8.0M (+100.0%) 1.31% +1.309 pp 0.00% +0.005 pp USD3.63 +0.0% 10 qtrs
17 RENAISSANCE TECHNOLOGIES LLC 2.17M -459.5K (-17.5%) 7.87M +617.4K (+8.5%) 1.29% -0.276 pp 0.01% +0.003 pp USD2.33 +55.8% 18 qtrs
18 GOLDMAN SACHS GROUP INC 1.74M +328.1K (+23.2%) 6.33M +2.4M (+62.0%) 1.04% +0.193 pp 0.00% +0.000 pp USD1.88 +93.1% 19 qtrs
19 CENTERBOOK PARTNERS LP 1.36M -572.2K (-29.6%) 4.94M -394.6K (-7.4%) 0.81% -0.342 pp 0.24% -0.022 pp USD2.77 +31.0% 8 qtrs
20 NORTHERN TRUST CORP 1.09M -69.2K (-5.9%) 3.97M +761.3K (+23.7%) 0.65% -0.042 pp 0.00% +0.000 pp USD2.42 +50.0% 18 qtrs
21 ANCORA ADVISORS, LLC 594.8K -1.5K (-0.3%) 2.16M +513.3K (+31.2%) 0.35% -0.002 pp 0.04% +0.012 pp USD2.41 +50.6% 6 qtrs
22 GRANAHAN INVESTMENT MANAGEMENT, LLC 581.7K +581.7K (+100.0%) 2.11M +2.1M (+100.0%) 0.35% +0.345 pp 0.09% +0.090 pp USD3.63 +0.0% 1 qtrs NEW
23 ALLIANCEBERNSTEIN L.P. 545.2K -11.8K (-2.1%) 1.98M +441.6K (+28.7%) 0.32% -0.008 pp 0.00% +0.000 pp USD2.71 +33.9% 7 qtrs
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 479.0K +428.4K (+846.6%) 1.74M +1.6M (+1,145.0%) 0.28% +0.254 pp 0.00% +0.000 pp USD3.57 +1.7% 10 qtrs
25 JANE STREET GROUP, LLC 461.6K +270.4K (+141.4%) 1.68M +1.1M (+217.5%) 0.27% +0.160 pp 0.00% +0.000 pp USD3.23 +12.4% 9 qtrs
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 446.6K -17.0 (0.0%) 1.62M +388.5K (+31.5%) 0.27% -0.001 pp 0.00% +0.000 pp USD2.39 +51.9% 18 qtrs
27 VALEO FINANCIAL ADVISORS, LLC 444.8K -23.9K (-5.1%) 1.61M +321.1K (+24.8%) 0.26% -0.015 pp 0.04% +0.006 pp USD2.56 +41.8% 4 qtrs
28 SQUAREPOINT OPS LLC 408.7K +191.1K (+87.8%) 1.48M +883.0K (+147.0%) 0.24% +0.113 pp 0.00% +0.001 pp USD3.17 +14.5% 10 qtrs
29 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 393.2K +22.4K (+6.0%) 1.43M +404.0K (+39.5%) 0.23% +0.013 pp 0.01% +0.002 pp USD2.67 +36.0% 4 qtrs
30 BANK OF NEW YORK MELLON CORP 350.2K -22.4K (-6.0%) 1.27M +242.9K (+23.6%) 0.21% -0.014 pp 0.00% +0.000 pp USD2.40 +51.3% 18 qtrs
31 RUSSELL INVESTMENTS GROUP, LTD. 328.4K +161.0 (+0.0%) 1.19M +286.1K (+31.6%) 0.20% 0.000 pp 0.00% +0.000 pp USD2.82 +28.7% 6 qtrs
32 SHAY CAPITAL LLC 300.0K +300.0K (+100.0%) 1.09M +1.1M (+100.0%) 0.18% +0.178 pp 0.11% +0.112 pp USD3.63 +0.0% 1 qtrs NEW
33 PRINCIPAL FINANCIAL GROUP INC 281.5K +89.6K (+46.7%) 1.02M +492.3K (+93.0%) 0.17% +0.053 pp 0.00% +0.000 pp USD3.05 +19.0% 7 qtrs
34 NUVEEN, LLC 268.3K +— (+0.0%) 973.8K +233.4K (+31.5%) 0.16% 0.000 pp 0.00% +0.000 pp USD2.63 +38.0% 4 qtrs
35 MILLENNIUM MANAGEMENT LLC 267.5K -576.4K (-68.3%) 971.1K -1.4M (-58.3%) 0.16% -0.343 pp 0.00% -0.001 pp USD2.53 +43.5% 8 qtrs
36 MORGAN STANLEY 266.4K +46.4K (+21.1%) 967.0K +359.8K (+59.3%) 0.16% +0.027 pp 0.00% +0.000 pp USD2.92 +24.3% 19 qtrs
37 VERITION FUND MANAGEMENT LLC 245.8K +40.3K (+19.6%) 892.2K +325.0K (+57.3%) 0.15% +0.024 pp 0.00% +0.001 pp USD2.91 +24.7% 3 qtrs
38 AMERIPRISE FINANCIAL INC 243.5K +5.9K (+2.5%) 883.9K +228.1K (+34.8%) 0.14% +0.003 pp 0.00% +0.000 pp USD2.82 +28.7% 5 qtrs
39 UBS GROUP AG 240.1K +38.0K (+18.8%) 871.5K +313.9K (+56.3%) 0.14% +0.022 pp 0.00% +0.000 pp USD3.02 +20.2% 19 qtrs
40 BARCLAYS PLC 224.7K +48.7K (+27.7%) 815.7K +447.9K (+121.8%) 0.13% +0.029 pp 0.00% +0.000 pp USD2.72 +33.5% 9 qtrs
41 TWO SIGMA INVESTMENTS, LP 219.3K -62.6K (-22.2%) 795.9K +18.0K (+2.3%) 0.13% -0.038 pp 0.00% +0.000 pp USD2.60 +39.6% 13 qtrs
42 STRS OHIO 173.7K +— (+0.0%) 630.5K +151.1K (+31.5%) 0.10% 0.000 pp 0.00% +0.001 pp USD2.69 +34.9% 7 qtrs
43 RHUMBLINE ADVISERS 171.0K -9.6K (-5.3%) 620.8K +122.3K (+24.5%) 0.10% -0.006 pp 0.00% +0.000 pp USD2.27 +59.9% 15 qtrs
44 CITADEL ADVISORS LLC 169.5K +169.5K (+100.0%) 615.3K +615.3K (+100.0%) 0.10% +0.101 pp 0.00% +0.000 pp USD3.63 +0.0% 11 qtrs
45 WELLS FARGO & COMPANY/MN 158.5K +69.2K (+77.4%) 575.3K +328.8K (+133.3%) 0.09% +0.041 pp 0.00% +0.000 pp USD3.07 +18.2% 19 qtrs
46 SUGAR MAPLE ASSET MANAGEMENT, LLC 154.1K +500.0 (+0.3%) 559.4K +135.4K (+31.9%) 0.09% +0.000 pp 0.38% +0.073 pp USD2.69 +34.9% 6 qtrs
47 BANK OF AMERICA CORP /DE/ 144.2K +2.2K (+1.6%) 523.3K +131.6K (+33.6%) 0.09% +0.001 pp 0.00% +0.000 pp USD2.61 +39.1% 19 qtrs
48 LAZARD ASSET MANAGEMENT LLC 136.7K +136.7K (+100.0%) 496.3K +496.3K (+100.0%) 0.08% +0.081 pp 0.00% +0.001 pp USD3.63 +0.0% 1 qtrs NEW
49 CI PRIVATE WEALTH, LLC 132.9K -14.1K (-9.6%) 482.3K +76.6K (+18.9%) 0.08% -0.009 pp 0.00% +0.000 pp USD2.49 +45.8% 6 qtrs
50 XTX TOPCO LTD 132.4K +72.5K (+121.1%) 480.6K +315.3K (+190.7%) 0.08% +0.043 pp 0.01% +0.004 pp USD3.13 +16.0% 9 qtrs
51 FRANKLIN RESOURCES INC 131.8K +25.4K (+23.9%) 478.3K +184.8K (+63.0%) 0.08% +0.015 pp 0.00% +0.000 pp USD2.81 +29.2% 4 qtrs
52 HARBOR CAPITAL ADVISORS, INC. 123.9K +123.9K (+100.0%) 450.0K +450.0K (+100.0%) 0.07% +0.074 pp 0.03% +0.035 pp USD3.63 +0.0% 1 qtrs NEW
53 SUMMIT GLOBAL INVESTMENTS 118.2K -63.9K (-35.1%) 429.0K -74.0K (-14.7%) 0.07% -0.038 pp 0.03% -0.004 pp USD3.06 +18.6% 5 qtrs
54 SIMPLEX TRADING, LLC 116.5K +96.4K (+478.1%) 423.1K +368.1K (+669.2%) 0.07% +0.057 pp 0.00% +0.000 pp USD3.44 +5.5% 7 qtrs
55 CITIGROUP INC 111.4K +5.7K (+5.4%) 404.4K +112.8K (+38.7%) 0.07% +0.003 pp 0.00% +0.000 pp USD2.62 +38.5% 18 qtrs
56 TORONTO DOMINION BANK 100.0K +100.0K (+100.0%) 363.0K +363.0K (+100.0%) 0.06% +0.059 pp 0.00% +0.001 pp USD3.63 +0.0% 1 qtrs NEW
57 GSA CAPITAL PARTNERS LLP 96.5K -162.7K (-62.8%) 350.0K -365.0K (-51.0%) 0.06% -0.097 pp 0.03% -0.030 pp USD2.73 +33.0% 4 qtrs
58 SG AMERICAS SECURITIES, LLC 88.6K -86.2K (-49.3%) 322.0K -161.0K (-33.3%) 0.05% -0.051 pp 0.00% -0.001 pp USD2.69 +34.9% 6 qtrs
59 INVESCO LTD. 87.8K +8.0K (+10.1%) 318.6K +98.5K (+44.7%) 0.05% +0.005 pp 0.00% +0.000 pp USD2.40 +51.3% 7 qtrs
60 PRICE T ROWE ASSOCIATES INC /MD/ 84.2K +1.4K (+1.7%) 306.0K +77.0K (+33.6%) 0.05% +0.001 pp 0.00% +0.000 pp USD2.50 +45.2% 6 qtrs
61 QUANTBOT TECHNOLOGIES LP 80.8K +63.3K (+360.9%) 293.3K +244.9K (+506.2%) 0.05% +0.038 pp 0.01% +0.008 pp USD3.44 +5.5% 2 qtrs
62 MYDA ADVISORS LLC 80.0K +80.0K (+100.0%) 290.4K +290.4K (+100.0%) 0.05% +0.048 pp 0.06% +0.055 pp USD3.63 +0.0% 3 qtrs
63 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 79.7K +2.0K (+2.6%) 289.4K +75.0K (+35.0%) 0.05% +0.001 pp 0.00% +0.000 pp USD2.15 +68.8% 7 qtrs
64 TWO SIGMA ADVISERS, LP 78.8K -26.3K (-25.0%) 286.0K -4.0K (-1.4%) 0.05% -0.016 pp 0.00% +0.000 pp USD2.49 +45.8% 10 qtrs
65 FREEGULLIVER LLC 75.0K +45.0K (+150.0%) 272.3K +189.5K (+228.8%) 0.04% +0.027 pp 0.10% +0.063 pp USD3.28 +10.7% 2 qtrs
66 WALLEYE CAPITAL LLC 71.7K +33.6K (+87.9%) 260.4K +155.1K (+147.1%) 0.04% +0.020 pp 0.00% +0.000 pp USD3.17 +14.5% 2 qtrs
67 METLIFE INVESTMENT MANAGEMENT, LLC 70.3K -10.4K (-12.9%) 255.1K +32.3K (+14.5%) 0.04% -0.006 pp 0.00% +0.000 pp USD2.64 +37.5% 7 qtrs
68 RAYMOND JAMES FINANCIAL INC 67.0K -2.0K (-2.9%) 243.3K +52.9K (+27.8%) 0.04% -0.001 pp 0.00% +0.000 pp USD2.56 +41.8% 4 qtrs
69 STATE OF WYOMING 65.7K -3.2K (-4.7%) 238.6K +48.2K (+25.3%) 0.04% -0.002 pp 0.03% +0.004 pp USD3.04 +19.4% 5 qtrs
70 JPMORGAN CHASE & CO 59.1K -132.2K (-69.1%) 214.4K -313.6K (-59.4%) 0.04% -0.079 pp 0.00% +0.000 pp USD2.68 +35.4% 19 qtrs
71 BOOTHBAY FUND MANAGEMENT, LLC 53.1K +25.0K (+89.0%) 192.6K +115.1K (+148.5%) 0.03% +0.015 pp 0.00% +0.002 pp USD3.17 +14.5% 2 qtrs
72 INTECH INVESTMENT MANAGEMENT LLC 49.7K +5.3K (+11.9%) 180.4K +57.8K (+47.1%) 0.03% +0.003 pp 0.00% +0.001 pp USD2.58 +40.7% 6 qtrs
73 VILLERE ST DENIS J & CO LLC 47.0K +15.0K (+46.9%) 170.6K +82.3K (+93.2%) 0.03% +0.009 pp 0.02% +0.009 pp USD3.04 +19.4% 2 qtrs
74 MANUFACTURERS LIFE INSURANCE COMPANY, THE 44.2K -2.5K (-5.3%) 160.3K +31.6K (+24.5%) 0.03% -0.002 pp 0.00% +0.000 pp USD2.13 +70.4% 7 qtrs
75 LOS ANGELES CAPITAL MANAGEMENT LLC 54.6K +1.2K (+2.2%) 158.2K +10.9K (+7.4%) 0.03% +0.001 pp 0.00% +0.000 pp USD2.58 +40.7% 4 qtrs
76 CREATIVE PLANNING 42.0K +5.6K (+15.3%) 152.5K +51.9K (+51.7%) 0.02% +0.003 pp 0.00% +0.000 pp USD3.14 +15.6% 8 qtrs
77 AQR CAPITAL MANAGEMENT LLC 39.3K -4.0K (-9.3%) 142.5K +23.0K (+19.2%) 0.02% -0.003 pp 0.00% +0.000 pp USD2.52 +44.0% 6 qtrs
78 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 37.1K +— (+0.0%) 134.7K +32.3K (+31.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD2.98 +21.8% 5 qtrs
79 LEGAL & GENERAL GROUP PLC 35.6K -284.0 (-0.8%) 129.3K +30.2K (+30.5%) 0.02% 0.000 pp 0.00% +0.000 pp USD2.43 +49.4% 7 qtrs
80 NORTHSTAR GROUP, INC. 33.4K +— (+0.0%) 121.2K +29.0K (+31.5%) 0.02% +0.000 pp 0.02% +0.003 pp USD3.54 +2.5% 8 qtrs
81 BNP PARIBAS ARBITRAGE, SNC 31.2K +3.2K (+11.3%) 113.4K +36.0K (+46.5%) 0.02% +0.002 pp 0.00% +0.000 pp USD2.75 +32.0% 5 qtrs
82 NEW YORK STATE COMMON RETIREMENT FUND 30.3K +— (+0.0%) 110.0K +26.4K (+31.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD2.98 +21.8% 7 qtrs
83 OPPENHEIMER ASSET MANAGEMENT INC. 27.7K -523.0 (-1.9%) 100.6K +22.7K (+29.1%) 0.02% 0.000 pp 0.00% +0.000 pp USD2.78 +30.6% 3 qtrs
84 PROSHARE ADVISORS LLC 26.4K +1.7K (+6.9%) 95.7K +27.6K (+40.6%) 0.02% +0.001 pp 0.00% +0.000 pp USD2.50 +45.2% 6 qtrs
85 COVESTOR LTD 24.7K +— (+0.0%) 90.0K +22.0K (+32.4%) 0.01% +0.000 pp 0.05% +0.010 pp USD2.76 +31.5% 3 qtrs
86 ACADIAN ASSET MANAGEMENT LLC 24.3K +24.3K (+100.0%) 88.0K +88.0K (+100.0%) 0.01% +0.014 pp 0.00% +0.000 pp USD3.63 +0.0% 1 qtrs NEW
87 STIFEL FINANCIAL CORP 24.2K +— (+0.0%) 87.8K +21.0K (+31.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD3.09 +17.5% 5 qtrs
88 CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD 24.0K +17.2K (+254.9%) 87.1K +68.4K (+366.8%) 0.01% +0.010 pp 0.02% +0.008 pp USD3.38 +7.4% 4 qtrs
89 POLYMER CAPITAL MANAGEMENT (US) LLC 23.7K -17.3K (-42.1%) 86.1K -27.0K (-23.9%) 0.01% -0.010 pp 0.01% -0.003 pp USD2.76 +31.5% 2 qtrs
90 BLAIR WILLIAM & CO/IL 23.6K +1.7K (+7.8%) 85.7K +25.2K (+41.7%) 0.01% +0.001 pp 0.00% +0.000 pp USD2.65 +37.0% 4 qtrs
91 VOYA INVESTMENT MANAGEMENT LLC 22.9K +— (+0.0%) 83.3K +20.0K (+31.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD2.11 +72.0% 7 qtrs
92 PRUDENTIAL FINANCIAL INC 22.1K +7.4K (+50.2%) 80.2K +39.6K (+97.5%) 0.01% +0.004 pp 0.00% +0.000 pp USD2.44 +48.8% 12 qtrs
93 SCHONFELD STRATEGIC ADVISORS LLC 21.2K +21.2K (+100.0%) 77.0K +77.0K (+100.0%) 0.01% +0.013 pp 0.00% +0.000 pp USD3.63 +0.0% 1 qtrs NEW
94 ATLAS LEGACY ADVISORS, LLC 20.4K +— (+0.0%) 74.1K +17.8K (+31.5%) 0.01% +0.000 pp 0.01% +0.002 pp USD2.76 +31.5% 2 qtrs
95 CIBC ASSET MANAGEMENT INC 19.7K +19.7K (+100.0%) 71.5K +71.5K (+100.0%) 0.01% +0.012 pp 0.00% +0.000 pp USD3.63 +0.0% 1 qtrs NEW
96 PARALLEL ADVISORS, LLC 19.5K +— (+0.0%) 70.8K +17.0K (+31.5%) 0.01% +0.000 pp 0.00% +0.000 pp USD2.78 +30.6% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 59 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 ProShares - Merger ETF MRGR 2.35% 374.0K 0.75%
2 State Street SPDR S&P Health Care Services ETF XHS 1.15% 2.35M 0.35%
3 NYLI Merger Arbitrage ETF MNA 0.46% 1.17M 0.75%
4 iShares Micro-Cap ETF IWC 0.17% 2.51M 0.60%
5 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.14% 407.3K 0.39%
6 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.12% 1.23M 0.20%
7 Principal U.S. Small-Cap Multi-Factor ETF PSC 0.05% 689.0K 0.38%
8 iShares Russell 2000 Growth ETF IWO 0.05% 7.08M 0.24%
9 Vanguard Russell 2000 Growth ETF VTWG 0.04% 689.0K 0.06%
10 WisdomTree U.S. SmallCap Fund EES 0.03% 240.9K 0.38%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
6.00
Bullish
Ratio by volume
3.00
Bullish
Buys
12
Sells
2
Shares acquired
401.8K
Shares disposed
7.0K
Cash buys
Cash sales
1.00
Net activity
+394,767
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
2026-03-31 Watson Katelyn Officer A-Award A Common 38,783 0.00 397,403 D
2026-03-31 Reilly John Charles Officer A-Award A Common Stock 92,108 0.00 1,130,793 D
2026-03-31 Margolin Gil Officer A-Award A Common Stock 58,174 0.00 330,225 D
2026-03-31 Harris Ian Jiro Officer A-Award A Common Stock 145,434 0.00 779,673 D
2026-03-31 Cohen Jon R Director / Officer A-Award A Common Stock 387,823 0.00 2,951,600 D
2026-03-13 Watson Katelyn Officer F-InKind D Common Stock 2,640 4.82 12.7K 361,530 D
2026-03-01 Shachar Erez Director A-Award A Common Stock 2,684 0.00 424,644 D
2026-03-01 Pawar Madhu Director A-Award A Common Stock 2,147 0.00 388,014 D
2026-03-01 Braunstein Douglas L Director / 10% Owner A-Award A Common Stock 3,757 0.00 2,083,901 D
2026-02-12 Watson Katelyn Officer D-Return D Common Stock 12,148 4.04 49.1K 364,170 D
2026-01-30 Watson Katelyn Officer A-Award A Common Stock 22,409 0.00 376,318 D
2026-01-30 Reilly John Charles Officer A-Award A Common Stock 20,542 0.00 1,038,685 D
2026-01-30 Margolin Gil Officer A-Award A Common Stock 49,797 0.00 272,051 D
2026-01-30 Harris Ian Jiro Officer A-Award A Common Stock 49,797 0.00 634,239 D
2026-01-30 Cohen Jon R Director / Officer A-Award A Common Stock 74,695 0.00 2,563,777 D
2025-12-11 Margolin Gil Officer S-Sale D Common Stock 14,542 3.26 47.4K 207,712 D
2025-12-10 Watson Katelyn Officer F-InKind D Common Stock 69,013 3.13 216.0K 353,909 D
2025-12-10 Margolin Gil Officer F-InKind D Common Stock 9,043 3.13 28.3K 222,254 D
2025-12-02 Margolin Gil Officer M-Exempt A Common Stock 3,516 0.88 3.1K 234,813 D
2025-12-01 YEANEY JACQUELINE E Director A-Award A Common Stock 48,222 0.00 356,812 D
2025-12-01 Warfield Curtis Director A-Award A Common Stock 48,222 0.00 251,382 D
2025-12-01 Shachar Erez Director A-Award A Common Stock 3,768 0.00 373,738 D
2025-12-01 Pawar Madhu Director A-Award A Common Stock 48,222 0.00 385,867 D
2025-12-01 Margolin Gil Officer M-Exempt D Stock Options 3,516 0.88 3.1K 0 D
2025-12-01 Hansen Michael E Director A-Award A Common Stock 48,222 0.00 252,161 D
2025-12-01 Braunstein Douglas L Director / 10% Owner A-Award A Common Stock 48,222 0.00 2,080,144 D
2025-12-01 Benzur Liat Director A-Award A Common Stock 48,222 0.00 156,276 D
2025-12-01 Abbott Swati Bargotra Director A-Award A Common Stock 48,222 0.00 171,696 D
2025-09-12 Margolin Gil Officer S-Sale D Common Stock 19,563 2.58 50.5K 231,297 D
2025-09-10 Watson Katelyn Officer F-InKind D Common Stock 1,594 2.66 4.2K 422,922 D
2025-09-10 Margolin Gil Officer F-InKind D Common Stock 1,556 2.66 4.1K 250,860 D
2025-09-02 Margolin Gil Officer M-Exempt A Common Stock 3,516 0.88 3.1K 266,132 D
2025-09-01 Shachar Erez Director A-Award A Common Stock 28,829 0.00 369,970 D
2025-09-01 Pawar Madhu Director A-Award A Common Stock 3,744 0.00 334,631 D
2025-09-01 Braunstein Douglas L Director / 10% Owner A-Award A Common Stock 6,552 0.00 2,026,197 D
2025-06-16 Margolin Gil Officer S-Sale D Common Stock 19,302 2.91 56.2K 262,616 D
2025-06-10 Watson Katelyn Officer F-InKind D Common Stock 1,309 3.19 4.2K 430,054 D
2025-06-10 Reilly John Charles Officer F-InKind D Common Stock 4,120 3.19 13.1K 1,018,143 D
2025-06-10 Margolin Gil Officer F-InKind D Common Stock 1,563 3.19 5.0K 281,918 D
2025-06-10 Harris Ian Jiro Officer M-Exempt D Stock Options 4,380 2.86 12.5K 65,702 D
2025-06-10 Cohen Jon R Director / Officer F-InKind D Common Stock 11,444 3.19 36.5K 2,489,082 D
2025-06-06 Watson Katelyn Officer S-Sale D Common Stock 39,000 3.30 128.7K 433,997 D
2025-06-02 Margolin Gil Officer S-Sale D Common Stock 3,516 3.24 11.4K 293,941 D
2025-06-01 Shachar Erez Director A-Award A Common Stock 4,112 0.00 336,461 D
2025-06-01 Pawar Madhu Director A-Award A Common Stock 3,290 0.00 330,887 D
2025-06-01 Braunstein Douglas L Director / 10% Owner A-Award A Common Stock 5,757 0.00 2,019,645 D
2025-03-10 Margolin Gil Officer S-Sale D Common Stock 19,373 2.77 53.7K 293,941 D
2025-03-07 Watson Katelyn Officer F-InKind D Common Stock 923 2.86 2.6K 472,997 D
2025-03-07 Reilly John Charles Officer F-InKind D Common Stock 4,637 2.86 13.3K 1,042,823 D
2025-03-07 Margolin Gil Officer F-InKind D Common Stock 3,600 2.86 10.3K 314,805 D
2025-03-07 Cohen Jon R Director / Officer F-InKind D Common Stock 2,904 2.86 8.3K 2,573,060 D
2025-03-05 Harris Ian Jiro Officer P-Purchase A Common Stock 5,934 2.80 16.6K 615,015 D
2025-03-04 Reilly John Charles Officer M-Exempt A Common Stock 20,000 1.61 32.2K 909,806 D
2025-03-04 Pawar Madhu Director A-Award A Common Stock 3,587 0.00 327,597 D
2025-03-04 Harris Ian Jiro Officer P-Purchase A Common Stock 13,797 2.72 37.5K 609,081 D
2025-03-03 Margolin Gil Officer S-Sale D Common Stock 3,517 2.89 10.2K 323,705 D
2025-03-03 Harris Ian Jiro Officer P-Purchase A Common Stock 11,113 2.87 31.9K 595,284 D
2025-03-01 Watson Katelyn Officer A-Award A Stock Options 18,869 2.86 54.0K 18,869 D
2025-03-01 Shachar Erez Director A-Award A Common Stock 4,484 0.00 332,349 D
2025-03-01 Reilly John Charles Officer A-Award A Stock Options 48,518 2.86 138.8K 48,518 D
2025-03-01 Margolin Gil Officer A-Award A Common Stock 68,867 0.00 327,222 D
2025-03-01 Harris Ian Jiro Officer A-Award A Stock Options 70,082 2.86 200.4K 70,082 D
2025-03-01 Cohen Jon R Director / Officer A-Award A Common Stock 358,681 0.00 2,626,661 D
2025-03-01 Braunstein Douglas L Director / 10% Owner A-Award A Common Stock 6,277 0.00 2,013,888 D
2025-02-28 Cohen Jon R Director / Officer P-Purchase A Common Stock 75,000 2.86 214.5K 2,267,980 D
2025-02-27 Reilly John Charles Officer P-Purchase A Common Stock 1,800 2.81 5.1K 889,806 D
2025-02-26 Reilly John Charles Officer P-Purchase A Common Stock 1,800 2.88 5.2K 888,006 D
2025-02-25 Reilly John Charles Officer P-Purchase A Common Stock 5,470 2.88 15.8K 886,206 D
2024-12-17 Warfield Curtis Director D-Return D Common Stock 105,450 3.30 348.0K 203,160 D
2024-12-11 Margolin Gil Officer D-Return D Common Stock 14,537 3.47 50.4K 258,355 D
2024-12-06 Watson Katelyn Officer F-InKind D Common Stock 47,371 3.42 162.0K 425,560 D
2024-12-06 Reilly John Charles Officer F-InKind D Common Stock 12,521 3.42 42.8K 880,736 D
2024-12-06 Margolin Gil Officer F-InKind D Common Stock 15,225 3.42 52.1K 272,892 D
2024-12-06 Cohen Jon R Director / Officer F-InKind D Common Stock 75,902 3.42 259.6K 2,192,980 D
2024-12-01 YEANEY JACQUELINE E Director A-Award A Common Stock 46,839 0.00 308,590 D
2024-12-01 Warfield Curtis Director A-Award A Common Stock 46,839 0.00 308,590 D
2024-12-01 Shachar Erez Director A-Award A Common Stock 3,660 0.00 281,026 D
2024-12-01 Pawar Madhu Director A-Award A Common Stock 2,928 0.00 277,171 D
2024-12-01 Hansen Michael E Director A-Award A Common Stock 46,839 0.00 203,939 D
2024-12-01 Braunstein Douglas L Director / 10% Owner A-Award A Common Stock 5,123 0.00 1,960,772 D
2024-12-01 Benzur Liat Director A-Award A Common Stock 46,839 0.00 108,054 D
2024-12-01 Abbott Swati Bargotra Director A-Award A Common Stock 2,928 0.00 76,635 D
2024-11-20 Margolin Gil Officer S-Sale D Common Stock 134,654 3.10 416.9K 288,117 D
2024-09-19 Harris Ian Jiro Officer P-Purchase A Common Stock 23,100 2.11 48.7K 397,657
2024-09-18 Harris Ian Jiro Officer P-Purchase A Common Stock 27,500 2.07 56.9K 374,557
2024-09-17 Harris Ian Jiro Officer P-Purchase A Common Stock 19,500 2.20 42.9K 347,057
2024-09-11 Watson Katelyn Director / Officer F-InKind D Common Stock 920 2.00 1.8K 472,931
2024-09-11 Reilly John Charles Officer F-InKind D Common Stock 4,637 2.00 9.3K 896,045
2024-09-11 Margolin Gil Officer F-InKind D Common Stock 2,645 2.00 5.3K 293,110
2024-09-11 Cohen Jon R Director / Officer F-InKind D Common Stock 4,112 2.00 8.2K 2,268,882
2024-09-01 Shachar Erez Director A-Award A Common Stock 6,743 0.00 277,366
2024-09-01 Pawar Madhu Director A-Award A Common Stock 5,394 0.00 274,243
2024-09-01 Braunstein Douglas L Director A-Award A Common Stock 9,440 0.00 1,955,649
2024-09-01 Abbott Swati Bargotra Director A-Award A Common Stock 5,394 0.00 73,707
2024-06-22 Cohen Jon R Director / Officer F-InKind D Common Stock 10,053 2.13 21.4K 2,344,785
2024-06-07 Reilly John Charles Officer F-InKind D Common Stock 1,395 2.62 3.7K 916,904
2024-06-07 Margolin Gil Officer F-InKind D Common Stock 2,873 2.62 7.5K 303,183
2024-06-07 Cohen Jon R Director / Officer F-InKind D Common Stock 4,112 2.62 10.8K 2,354,838
2024-06-01 Watson Katelyn Director / Officer F-InKind D Common Stock 2,771 2.62 7.3K 475,702
2024-06-01 Shachar Erez Director A-Award A Common Stock 4,576 0.00 270,623
2024-06-01 Pawar Madhu Director A-Award A Common Stock 3,661 0.00 268,849
2024-06-01 Harris Ian Jiro Officer A-Award A Common Stock 300,000 0.00 327,557
2024-06-01 Braunstein Douglas L Director A-Award A Common Stock 6,406 2.91 18.6K 1,946,209
2024-06-01 Abbott Swati Bargotra Director A-Award A Common Stock 3,661 0.00 68,313
2024-05-21 Watson Katelyn Director / Officer S-Sale D Common Stock 94,018 2.70 253.8K 478,473
2024-05-20 Harris Ian Jiro Officer D Common Stock 0 0.00 5,000
2024-04-24 Dziedzic Steven Officer M-Exempt D Employee Stock Option 11,574 0.88 10.2K 34,723
2024-04-18 Watson Katelyn Officer D Restricted Stock Units 0 0.00 74,478
2024-03-19 Reilly John Charles Officer M-Exempt D Stock Options 30,716 1.22 37.5K 5,907
2024-03-06 Fulk Jennifer Officer F-InKind D Common Stock 2,622 2.99 7.8K 1,053,869
2024-03-06 Dziedzic Steven Officer F-InKind D Common Stock 2,906 2.99 8.7K 347,461
2024-03-06 Cohen Jon R Director / Officer F-InKind D Common Stock 29,321 2.99 87.7K 2,428,310
2024-03-04 Dziedzic Steven Officer A-Award A Common Stock 61,856 0.00 354,690
2024-03-01 Shachar Erez Director A-Award A Common Stock 4,296 0.00 266,047
2024-03-01 Reilly John Charles Officer A-Award A Stock Options 51,373 1.75 89.9K 51,373
2024-03-01 Pawar Madhu Director A-Award A Common Stock 3,437 0.00 265,188
2024-03-01 Fulk Jennifer Officer A-Award A Common Stock 178,695 0.00 1,056,491
2024-03-01 Dziedzic Steven Officer A-Award A Stock Options 25,687 1.75 45.0K 71,984
2024-03-01 Cohen Jon R Director / Officer A-Award A Common Stock 128,866 0.00 2,457,631
2024-03-01 Braunstein Douglas L Director A-Award A Common Stock 6,014 0.00 1,939,803
2024-03-01 Abbott Swati Bargotra Director A-Award A Common Stock 3,437 0.00 64,652
2023-12-06 Dziedzic Steven Officer F-InKind D Common Stock 1,735 2.27 3.9K 297,012
2023-12-01 YEANEY JACQUELINE E Director A-Award A Common Stock 78,335 2.04 159.8K 261,751
2023-12-01 Warfield Curtis Director A-Award A Common Stock 78,335 2.04 159.8K 261,751
2023-12-01 Shachar Erez Director A-Award A Common Stock 78,335 2.04 159.8K 261,751
2023-12-01 Pawar Madhu Director A-Award A Common Stock 78,335 2.04 159.8K 261,751
2023-12-01 Hansen Michael E Director A-Award A Common Stock 78,355 2.04 159.8K 157,100
2023-12-01 Braunstein Douglas L Director A-Award A Common Stock 22,038 2.04 45.0K 1,933,789
2023-12-01 Benzur Liat 0 0.00 0
2023-12-01 Abbott Swati Bargotra Director A-Award A Common Stock 61,215 2.04 124.9K 61,215
2023-09-15 Dziedzic Steven Officer F-InKind D Common Stock 2,483 1.64 4.1K 302,442
2023-06-01 Dziedzic Steven Officer F-InKind D Common Stock 1,813 1.04 1.9K 309,290
2023-03-01 Reilly John Charles Officer A-Award A Common Stock 205,790 0.00 745,704
2023-03-01 Fulk Jennifer Officer A-Award A Common Stock 431,494 0.00 877,796
2023-03-01 Dziedzic Steven Officer A-Award A Stock Options 46,297 0.88 40.7K 46,297
2023-01-01 Dziedzic Steven Officer D Restricted Stock Units 0 0.00 65,786
2022-12-01 Cohen Jon R Director / Officer A-Award A Common Stock 1,000,000 0.00 2,328,765
2022-09-26 YEANEY JACQUELINE E Director A-Award A Common Stock 168,032 0.95 159.6K 183,416
2022-09-26 Warfield Curtis Director A-Award A Common Stock 168,032 0.95 159.6K 183,416
2022-09-26 Shachar Erez Director A-Award A Common Stock 168,032 0.95 159.6K 183,416
2022-09-26 Pawar Madhu Director A-Award A Common Stock 168,032 0.95 159.6K 183,416
2022-09-26 Hansen Michael E Director A-Award A Common Stock 78,765 0.95 74.8K 78,765
2022-09-26 Cohen Jon R Director A-Award A Stock Options 200,211 1.00 200.2K 200,211
2022-09-26 Braunstein Douglas L Director A-Award A Common Stock 168,032 0.95 159.6K 1,833,416
2022-09-20 Reilly John Charles Officer P-Purchase A Common Stock 5,000 0.90 4.5K 539,924
2022-09-15 Margolin Gil Officer S-Sale D Common Stock 32,641 1.11 36.1K 135,953
2022-09-15 Hansen Michael E 0 0.00 0
2022-09-15 Crowe Jeffrey Director A-Award A Common Stock 34,663 1.15 39.9K 50,047
2022-09-15 Cohen Jon R 0 0.00 0
2022-09-15 BERG CHARLES Director A-Award A Common Stock 34,663 1.15 39.9K 50,047
2022-09-14 Margolin Gil Officer S-Sale D Common Stock 55,800 1.11 62.0K 168,594
2022-09-02 Reilly John Charles Director F-InKind D Common Stock 1,395 1.33 1.9K 533,625
2022-09-02 Margolin Gil Director / Officer F-InKind D Common Stock 2,873 1.33 3.8K 224,394
2022-09-02 Fulk Jennifer Director / Officer F-InKind D Common Stock 8,873 1.33 11.8K 446,302
2022-09-02 Braunstein Samara H. Director / Officer F-InKind D Common Stock 2,747 1.33 3.7K 227,486
2022-09-02 Boyd Erin Director / Officer F-InKind D Common Stock 2,150 1.33 2.9K 132,853
2022-06-02 Reilly John Charles Officer F-InKind D Common Stock 3,701 0.00 535,020
2022-06-02 Margolin Gil Officer F-InKind D Common Stock 2,722 0.00 230,063
2022-06-02 Fulk Jennifer Officer F-InKind D Common Stock 6,173 0.00 461,348
2022-06-02 Braunstein Samara H. Officer F-InKind D Common Stock 3,069 0.00 233,022
2022-06-02 Boyd Erin Officer F-InKind D Common Stock 2,150 0.00 135,003
2022-05-09 Braunstein Douglas L Officer A-Award A Employee Stock Option 640,000 0.00 640,000
2022-03-08 Margolin Gil Officer M-Exempt A Common Stock 236,356 0.51 120.5K 735,435
2022-03-01 Reilly John Charles Officer A-Award A Employee Stock Option 58,851 1.61 94.8K 58,851
2022-03-01 Margolin Gil Officer A-Award A Employee Stock Option 45,563 1.61 73.4K 45,563
2022-03-01 Fulk Jennifer Officer A-Award A Common Stock 344,371 0.00 467,521
2022-03-01 Braunstein Samara H. Officer A-Award A Common Stock 121,855 0.00 242,327
2022-03-01 Boyd Erin Officer A-Award A Employee Stock Option 45,563 1.61 73.4K 45,563
2022-02-05 Reilly John Charles Officer M-Exempt A Common Stock 20,083 1.22 24.5K 377,237
2022-02-04 Reilly John Charles Officer M-Exempt A Common Stock 39,075 1.21 47.3K 357,154
2021-12-06 Reilly John Charles Officer M-Exempt D Employee Stock Option 67,792 0.39 26.4K 0
2021-12-01 Reilly John Charles Officer J-Other D Common Stock 1,475 2.13 3.1K 318,079
2021-12-01 Margolin Gil Officer J-Other D Common Stock 2,553 2.13 5.4K 121,197
2021-12-01 Braunstein Samara H. Officer J-Other D Common Stock 3,278 0.00 120,472
2021-11-23 Braunstein Douglas L Director / 10% Owner P-Purchase A Common Stock 1,000,000 2.08 2.08M 11,340,600
2021-10-26 Shachar Erez Director A-Award A Stock Options 63,402 8.52 540.2K 63,402
2021-10-26 Crowe Jeffrey Director A-Award A Common Stock 15,384 0.00 15,384
2021-10-18 Reilly John Charles Officer A-Award A Common Stock 61,875 0.00 251,762
2021-10-18 Margolin Gil Officer A-Award A Common Stock 123,750 0.00 123,750
2021-10-18 HIRSCHHORN MARK Officer A-Award A Common Stock 247,500 0.00 788,967
2021-10-18 Fulk Jennifer Officer A-Award A Common Stock 123,150 0.00 123,150
2021-10-18 Frank Roni Director / Officer A-Award A Common Stock 123,750 0.00 1,391,476
2021-10-18 Frank Oren Director / Officer A-Award A Common Stock 433,125 0.00 1,700,851
2021-10-18 Braunstein Samara H. Officer A-Award A Common Stock 123,750 0.00 123,750
2021-10-18 Boyd Erin Officer A-Award A Employee Stock Option 40,000 3.65 146.0K 40,000
2021-08-30 YEANEY JACQUELINE E Director A-Award A Common Stock 15,384 0.00 15,384
2021-08-30 Warfield Curtis Director A-Award A Common Stock 15,384 0.00 15,384
2021-08-30 Pawar Madhu Director A-Award A Common Stock 15,384 0.00 15,384
2021-08-30 Braunstein Douglas L Director / 10% Owner A-Award A Common Stock 15,384 0.00 15,384
2021-08-30 BERG CHARLES Director A-Award A Common Stock 15,384 0.00 15,384
2021-08-16 Hudson Executive Capital LP 10% Owner P-Purchase A Common Stock 142,500 5.30 755.3K 17,980,600
2021-08-13 Hudson Executive Capital LP 10% Owner P-Purchase A Common Stock 46,000 5.23 240.6K 17,838,100
2021-08-12 Hudson Executive Capital LP 10% Owner P-Purchase A Common Stock 2,100 5.17 10.9K 17,792,100
2021-08-02 Boyd Erin Officer 0 0.00 0
2021-07-26 Fulk Jennifer Officer 0 0.00 0
2021-07-22 Hudson Executive Capital LP 10% Owner I Warrant 2,500,000 11.50 28.75M 0
2021-07-22 Harris Ian Jiro Officer D Warrant 22,500 11.50 258.8K 0
2021-07-15 Reilly John Charles Officer A-Award A Employee Stock Option 247,500 5.81 1.44M 247,500
2021-07-15 Margolin Gil Officer A-Award A Employee Stock Option 495,000 5.81 2.88M 495,000
2021-07-15 HIRSCHHORN MARK Officer A-Award A Employee Stock Option 990,000 5.81 5.75M 990,000

Executive team

Top executives
EBIT / Employee
16.1K
Shares Outstanding
167.51M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Jon Cohen 600.0K 494.4K 385.3K 389.1K 24.3K 1.89M 40.91%
2 2024 Jennifer Fulk 153.0K 200.0K 1.01M 37.8K 430.7K 1.83M 57.18%
3 2024 Ian Harris 233.0K 219.7K 801.0K 30.6K 1.28M 62.50%
4 2024 Gil Margolin 400.0K 329.6K 197.3K 49.8K 31.1K 1.01M 24.52%
5 2023 Jennifer Fulk 400.0K 476.8K 378.4K 86.9K 31.0K 1.37M 33.89%
6 2023 Jon Cohen 600.0K 715.2K 22.1K 1.34M 0.00%
7 2023 Gil Margolin 400.0K 476.8K 139.7K 32.1K 30.7K 1.08M 15.92%
8 2022 Jon Cohen 92.2K 2.02M 632.5K 2.4K 2.75M 96.56%
9 2022 Douglas Braunstein 2.18M 540.6K 2.72M 100.00%
10 2022 Jennifer Fulk 40.0K 740.0K 554.4K 140.5K 32.2K 1.87M 37.22%
11 2022 Gil Margolin 391.3K 740.0K 204.7K 51.9K 31.9K 1.42M 18.07%
12 2022 John C. Reilly 291.5K 327.5K 264.4K 67.0K 897.00 951.4K 34.84%
13 2021 Oren Frank Former Chief Executive Officer 255.9K 1.55M 8.82M 1.58M 12.21M 84.95%
14 2021 Mark Hirschhorn Former President, Chief Financial Officer, and Chief Operating Officer 317.9K 886.1K 5.73M 9.1K 6.94M 95.29%
15 2021 Roni Frank Former Head of Clinical Services 228.0K 443.0K 4.59M 1.43M 6.69M 75.17%
16 2021 Samara H. Braunstein Chief Marketing Officer 313.9K 165.0K 443.0K 5.33M 6.25M 92.34%
17 2021 Gil Margolin 315.0K 330.0K 443.0K 2.90M 11.6K 4.00M 83.58%
18 2021 Gil Margolin Chief Technology Officer 315.0K 330.0K 443.0K 3.41M 11.6K 4.00M 96.29%
19 2021 Jennifer Fulk 174.2K 600.0K 443.0K 1.69M 2.7K 2.91M 73.31%
20 2021 Jennifer Fulk Chief Financial Officer 174.2K 600.0K 443.0K 1.69M 2.7K 2.91M 73.31%
21 2021 John C. Reilly General Counsel 232.5K 130.0K 221.5K 1.03M 1.62M 77.60%
22 2021 John C. Reilly 232.5K 130.0K 221.5K 1.03M 1.62M 77.60%
23 2021 Douglas Braunstein 21.0K 55.1K 322.6K 398.6K 94.73%
24 2021 Douglas L. Braunstein Interim Chief Executive Officer 21.0K 55.1K 322.6K 398.6K 94.73%
25 2020 Mark Hirschhorn Former President, Chief Financial Officer, and Chief Operating Officer 262.5K 700.0K 2.04M 2.3K 3.00M 67.85%
26 2020 Oren Frank Former Chief Executive Officer 250.0K 575.0K 1.18M 11.4K 2.01M 58.49%
27 2020 Roni Frank Former Head of Clinical Services 250.0K 325.0K 1.18M 11.4K 1.77M 66.77%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-09 DEFA14A
2026-03-09 DEFA14A
2026-03-09 DEFA14A
2025-04-30 DEFA14A
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 10-Q
2026-04-30 10-K/A
2026-04-20 DEFM14A
2026-04-07 PREM14A
2026-04-06 4
2026-04-06 4
2026-04-06 4
2026-04-06 4
2026-04-06 4
2026-03-30 SC 13D/A

Executive team

NameTitleCompensationGender
Jon R. Cohen Chief Executive Officer & Director 1M
Gil Margolin Chief Technology Officer 760.7K male
Ian Harris Chief Financial Officer 630.6K male
John Charles Reilly Executive Vice President of Government Relations, Chief Legal Officer & Corporate Secretary 619.9K male
Katelyn Watson Chief Marketing Officer female
Mary Potter CISA CRISC Chief of Compliance & Privacy and Chief Information Security Officer female
Natalie A. Cummins Chief Business Officer female
Nikole Benders-Hadi Chief Medical Officer
Andrea Cooper Chief People Officer female
Richie Nguyen Chief Network Officer male
Erin Boyd Chief Growth Officer of Payor female
Jeannine Feyen Director of Communications
ESG Rating
B
MEDICAL - CARE FACILITIES
2026
E (Environmental)
65.2 / 65.7
Company / Sector avg.
S (Social)
72.8 / 69.6
Company / Sector avg.
G (Governance)
70.9 / 68.9
Company / Sector avg.
ESG Total
69.6 / 68.1
Company / Sector avg.
ESG Score History MEDICAL - CARE FACILITIES
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

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits