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TaskUs, Inc. (TASK)

USD5.88 +0.26 (+4.54%)
US NASDAQ Technology Information Technology Services
Address 1650 Independence Drive 78132
New Braunfels, TX, US
CEO Bryce Maddock
Website taskus.com
IPO 2021-06-11
CIK 1829864 ISIN US87652V1098

Explore sections of this company profile

Description

TaskUs, Inc. is a global provider specializing in digital outsourcing services. The company's diverse offerings are designed to support modern businesses, primarily focusing on digital customer interactions. This includes extensive digital customer experience management, delivering omni-channel support predominantly through digital platforms. They also assist with customer care for new product or market launches, implement trust and safety protocols, and facilitate customer acquisition strategies. Moreover, TaskUs delivers robust content security solutions, systematically reviewing and managing user and advertiser-generated content to identify, label, or remove material that violates policies, is offensive, or contains misleading information. The firm is also a key player in artificial intelligence (AI) solutions, providing essential data labeling, annotation, and transcription services vital for training and fine-tuning AI algorithms via machine learning processes. Their client base is varied, encompassing numerous sectors within the digital economy. These include, but are not limited to, e-commerce, financial technology (FinTech), on-demand services like food delivery and ride-sharing, gaming, high technology (HiTech), health technology (HealthTech), social media platforms, and streaming media services. Founded in 2008, TaskUs, Inc. maintains its headquarters in New Braunfels, Texas. The company was previously known as TU TopCo, Inc. before officially changing its name in December 2020.

News Sentiment (7d)
77 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD5.88 +0.26 (+4.54%)
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Volume Profile
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Liquidity & share structure
Average Volume
623.9K
Beta
2.02
Float Shares
8.20M
Free Float %
9.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.51% -14.16% -10.05% -40.31% -50.80% -50.64% -65.52% -47.19% -81.28% -81.28% -81.28%
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 (11 ratings, all time) Buy
Price Targets & DCF
Current price
5.88
Low 6.00 +2.1%
Consensus 10.50 +78.7%
Median 10.50 +78.7%
High 15.00 +155.3%
DCF (Unlevered) 9.80 +66.7%
DCF (Levered) 11.46 +95.1%

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

Ratings Trend (MoM) 25% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 0
Hold 5 0
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
12.00
+104.3%
Last Year 3
15.00
+155.3%
All Time 10
22.90
+289.8%
Quality scores
Altman Z-Score
2.24
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A+
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Information Technology Services: +10.1%
    +19.0% Q1'26: +10.3% (vs Q1'25)
  • EPS growth Information Technology Services: +16.7%
    +120.0% Q1'26: +13.0% (vs Q1'25)
  • FCF margin FCF growth · Information Technology Services: +32.8%
    +4.3% Q1'26: +11.8% (vs Q1'25)
  • EBIT margin Information Technology Services: +9.0%
    +13.1% Q1'26: +11.2% (vs Q1'25)
  • ROIC Information Technology Services: +9.5%
    +16.9% Q1'26: +13.7% (vs Q1'25)
  • Share dilution Information Technology Services: +0.0%
    +0.6% Q1'26: -0.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Information Technology Services: -0.83×
    1.38× Q1'26: 2.73× (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 (2.05) × ERP
WACC = 68% × Ke + 32% × Kd (6.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 9.76 Current price: 5.88
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.
5 EPS Ana.
Dec 2027
6 Rev. Ana.
6 EPS Ana.
Dec 2028
5 Rev. Ana.
3 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
2 Rev. Ana.
1 EPS Ana.
Revenue
760.70M
est: 749.88M (+1.4%)
960.49M
est: 950.48M (+1.1%)
924.37M
est: 925.29M (-0.1%)
994.99M
est: 989.68M (+0.5%)
1.18B
est: 1.17B (+0.8%)
1.23B
1.22B – 1.25B
+5.0% YoY
1.31B
1.28B – 1.34B
+6.0% YoY
1.40B
1.40B – 1.40B
+7.5% YoY
1.59B
1.56B – 1.61B
+12.9% YoY
1.71B
1.69B – 1.73B
+8.0% YoY
EBITDA
624.0K
est: 103.30M (-99.4%)
152.41M
est: -40.28M (+478.3%)
157.49M
est: 126.08M (+24.9%)
167.93M
est: 134.86M (+24.5%)
216.21M
est: 160.03M (+35.1%)
167.97M
166.62M – 170.13M
+5.0% YoY
177.97M
173.98M – 181.95M
+6.0% YoY
191.31M
191.31M – 191.32M
+7.5% YoY
216.03M
212.80M – 218.81M
+12.9% YoY
233.24M
229.75M – 236.24M
+8.0% YoY
EBIT
-47.26M
est: 53.68M (-188.0%)
94.61M
est: -86.41M (+209.5%)
96.75M
est: 70.39M (+37.4%)
107.77M
est: 75.29M (+43.1%)
155.06M
est: 89.34M (+73.6%)
93.77M
93.02M – 94.98M
+5.0% YoY
99.35M
97.13M – 101.58M
+6.0% YoY
106.81M
106.80M – 106.81M
+7.5% YoY
120.61M
118.80M – 122.16M
+12.9% YoY
130.21M
128.26M – 131.89M
+8.0% YoY
Net Income
-58.70M
est: 114.34M (-151.3%)
40.42M
est: 40.75M (-0.8%)
45.69M
est: 52.04M (-12.2%)
45.87M
est: 122.42M (-62.5%)
102.28M
est: 145.75M (-29.8%)
120.44M
108.01M – 132.87M
-17.4% YoY
136.61M
125.00M – 148.22M
+13.4% YoY
158.69M
145.03M – 172.34M
+16.2% YoY
210.68M
206.58M – 214.20M
+32.8% YoY
239.45M
234.79M – 243.45M
+13.7% YoY
SGA
328.34M
est: 216.91M (+51.4%)
264.56M
est: 381.19M (-30.6%)
237.73M
est: 261.99M (-9.3%)
243.34M
est: 280.22M (-13.2%)
244.89M
est: 332.54M (-26.4%)
349.03M
346.22M – 353.52M
+5.0% YoY
369.80M
361.52M – 378.08M
+6.0% YoY
397.54M
397.53M – 397.55M
+7.5% YoY
448.90M
442.18M – 454.67M
+12.9% YoY
484.66M
477.40M – 490.89M
+8.0% YoY
EPS
-0.60
est: 1.24 (-148.4%)
0.41
est: 1.39 (-70.5%)
0.49
est: 0.56 (-12.7%)
0.52
est: 1.32 (-60.7%)
1.14
est: 1.57 (-27.4%)
1.33
1.16 – 1.43
-15.3% YoY
1.52
1.35 – 1.60
+14.3% YoY
1.73
1.56 – 1.86
+13.6% YoY
2.27
2.23 – 2.31
+31.5% YoY
2.58
2.53 – 2.62
+13.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-15 Wedbush Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 A 4/5 5/5 5/5 5/5 1/5 4/5 3/5
2026-05-11 A 4/5 5/5 5/5 5/5 1/5 4/5 3/5
2026-05-08 A+ 4/5 5/5 5/5 5/5 1/5 4/5 4/5
2026-05-07 A+ 4/5 5/5 5/5 5/5 1/5 4/5 4/5
2026-05-06 A+ 4/5 5/5 5/5 5/5 1/5 4/5 4/5
2026-05-05 A+ 4/5 5/5 4/5 5/5 2/5 4/5 4/5
2026-05-04 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-05-01 A 4/5 4/5 4/5 5/5 1/5 4/5 4/5
2026-04-30 A 4/5 4/5 4/5 5/5 1/5 4/5 4/5
2026-04-29 A 4/5 4/5 4/5 5/5 1/5 4/5 4/5
2026-04-28 A 4/5 4/5 4/5 5/5 1/5 4/5 4/5
2026-04-27 A- 4/5 4/5 4/5 4/5 1/5 4/5 4/5
2026-04-24 A- 4/5 4/5 4/5 4/5 1/5 4/5 4/5
2026-04-23 A 4/5 4/5 4/5 5/5 1/5 4/5 4/5
2026-04-22 A 4/5 4/5 4/5 5/5 1/5 4/5 4/5
2026-04-21 A 4/5 4/5 4/5 5/5 1/5 4/5 4/5
2026-04-20 A 4/5 4/5 4/5 5/5 1/5 4/5 4/5
2026-04-17 A 4/5 4/5 4/5 5/5 1/5 4/5 4/5
2026-04-16 A 4/5 4/5 4/5 5/5 1/5 4/5 4/5
2026-04-15 A 4/5 4/5 4/5 5/5 1/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
71.39M
OE per share TTM
0.77
Owner's Yield
11.77%
Maintenance CapEx ratio
177.96%
Maint CapEx / Avg PPE
11.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
17
Total invested
10.31M
Insider transactions (90d)
0
Beneficial owners (>5%)
27
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 BCP FC Aggregator L.P. 47.13M 63.40% 47.13M 47.13M PN 2022-02-11
2 BCP VII GP L.L.C. 47.13M 63.40% 47.13M 47.13M OO 2022-02-11
3 BCP VII/BCP Asia Holdings Manager (Cayman) L.L.C. 47.13M 63.40% 47.13M 47.13M OO 2022-02-11
4 BMA Asia L.L.C. 47.13M 63.40% 47.13M 47.13M OO 2022-02-11
5 BMA Asia Ltd. 47.13M 63.40% 47.13M 47.13M CO 2022-02-11
6 Blackstone Group Management L.L.C. 47.13M 63.40% 47.13M 47.13M OO 2022-02-11
7 Blackstone Holdings III GP L.P. 47.13M 63.40% 47.13M 47.13M PN 2022-02-11
8 Blackstone Holdings III GP Management L.L.C. 47.13M 63.40% 47.13M 47.13M OO 2022-02-11
9 Blackstone Holdings III L.P. 47.13M 63.40% 47.13M 47.13M PN 2022-02-11
10 Blackstone Inc. 47.13M 63.40% 47.13M 47.13M CO 2022-02-11
11 Blackstone LR Associates (Cayman) VII Ltd. 47.13M 63.40% 47.13M 47.13M CO 2022-02-11
12 Blackstone Management Associates (Cayman) VII L.P. 47.13M 63.40% 47.13M 47.13M PN 2022-02-11
13 Blackstone Management Associates Asia L.P. 47.13M 63.40% 47.13M 47.13M PN 2022-02-11
14 Stephen A. Schwarzman 47.13M 63.40% 47.13M 47.13M IN 2022-02-11
15 Bryce Maddock 11.61M 29.90% 11.61M 11.61M IN 2022-02-11
16 Jaspar Weir 11.61M 29.90% 11.61M 11.61M IN 2022-02-11
17 Wasatch Advisors, Inc. 87-0319391 3.05M 11.00% 3.05M 3.05M IA 2022-06-06
18 04-2747644 3.04M 11.00% 3.04M 3.04M IA Delaware 2022-07-01
19 3G CAPITAL PARTNERS LP 1.55M 5.60% 1.55M 1.55M IA U.S.A. 2022-02-14
20 3G COURSER FUND LP 1.55M 5.60% 1.55M 1.55M PN Delaware 2022-02-14
21 3G COURSER FUND PARTNERS LTD 1.55M 5.60% 1.55M 1.55M CO Delaware 2022-02-14
22 Daniel Patrick Gibson 1.49M 5.41% 1.49M IN Mr. Gibson is a citizen of Antigua and Barbuda 2023-02-14
23 Sylebra Capital Limited 1.49M 5.41% 1.49M IA, HC Sylebra Capital Limited is organized in Hong Kong 2023-02-14
24 Sylebra Capital Management 1.49M 5.41% 1.49M HC Sylebra Capital Management is organized in the Cayman Islands 2023-02-14
25 LP 1.47M 7.60% 1.47M 1.47M IA Delaware 2024-02-15
26 Think India Opportunities Master Fund LP 1.47M 7.60% 1.47M 1.47M PN Delaware 2024-02-15
27 2. 0.00% HC New York 2022-09-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
17
-116 vs prev Q
New positions
6
Closed positions
118
Increased
13
Reduced
3
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 BLACKSTONE INC. 10.09M +— (+0.0%) 119.02M -61.2M (-33.9%) 11.23% -0.049 pp 0.47% -0.255 pp USD16.76 -29.7% 3 qtrs
2 THINK INVESTMENTS LP 3.73M +— (+0.0%) 44.03M -22.6M (-33.9%) 4.15% -0.018 pp 4.91% -3.904 pp USD14.29 -17.5% 14 qtrs
3 VANGUARD GROUP INC 1.58M +39.9K (+2.6%) 18.59M -8.8M (-32.2%) 1.75% +0.037 pp 0.00% 0.000 pp USD36.33 -67.5% 19 qtrs
4 HUDSON BAY CAPITAL MANAGEMENT LP 1.01M +14.1K (+1.4%) 11.92M -5.9M (-33.0%) 1.12% +0.011 pp 0.04% -0.020 pp USD17.77 -33.7% 2 qtrs
5 IRENIC CAPITAL MANAGEMENT LP 954.4K +954.4K (+100.0%) 11.25M +11.3M (+100.0%) 1.06% +1.062 pp 0.76% +0.757 pp USD11.79 +0.0% 1 qtrs NEW
6 DALTON INVESTMENTS LLC 947.8K +947.8K (+100.0%) 11.17M +11.2M (+100.0%) 1.05% +1.054 pp 8.29% +8.292 pp USD11.79 +0.0% 1 qtrs NEW
7 CALAMOS ADVISORS LLC 725.1K +725.1K (+100.0%) 8.55M +8.5M (+100.0%) 0.81% +0.807 pp 0.03% +0.032 pp USD11.79 +0.0% 3 qtrs
8 WESTCHESTER CAPITAL MANAGEMENT, LLC 602.6K +202.0K (+50.4%) 7.10M -46.6K (-0.7%) 0.67% +0.223 pp 0.30% -0.029 pp USD15.82 -25.5% 2 qtrs
9 DIMENSIONAL FUND ADVISORS LP 601.8K +6.9K (+1.2%) 7.09M -3.5M (-33.2%) 0.67% +0.005 pp 0.00% -0.001 pp USD14.02 -15.9% 14 qtrs
10 QUBE RESEARCH & TECHNOLOGIES LTD 557.9K -163.6K (-22.7%) 6.58M -6.3M (-48.9%) 0.62% -0.186 pp 0.01% -0.007 pp USD16.76 -29.7% 3 qtrs
11 BLACKROCK, INC. 390.7K +18.7K (+5.0%) 4.61M -2.0M (-30.6%) 0.43% +0.019 pp 0.00% +0.000 pp USD12.99 -9.2% 6 qtrs
12 ATHOS CAPITAL LTD 240.8K +96.6K (+67.0%) 2.84M +265.0K (+10.3%) 0.27% +0.107 pp 1.09% -0.524 pp USD14.77 -20.2% 3 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 217.6K +66.5K (+44.0%) 2.57M -132.5K (-4.9%) 0.24% +0.073 pp 0.00% +0.000 pp USD40.48 -70.9% 19 qtrs
14 HUSSMAN STRATEGIC ADVISORS, INC. 210.0K +210.0K (+100.0%) 2.48M +2.5M (+100.0%) 0.23% +0.234 pp 0.60% +0.598 pp USD11.79 +0.0% 1 qtrs NEW
15 TOCQUEVILLE ASSET MANAGEMENT L.P. 207.0K +30.0K (+16.9%) 2.44M -718.9K (-22.8%) 0.23% +0.033 pp 0.04% -0.010 pp USD13.81 -14.6% 4 qtrs
16 LMR PARTNERS LLP 195.0K +195.0K (+100.0%) 2.30M +2.3M (+100.0%) 0.22% +0.217 pp 0.00% +0.004 pp USD11.79 +0.0% 3 qtrs
17 D. E. SHAW & CO., INC. 188.1K -55.5K (-22.8%) 2.22M -2.1M (-49.0%) 0.21% -0.063 pp 0.00% -0.001 pp USD13.27 -11.2% 11 qtrs
18 BOOTHBAY FUND MANAGEMENT, LLC 173.9K +4.7K (+2.8%) 2.05M -969.6K (-32.1%) 0.19% +0.004 pp 0.03% -0.013 pp USD17.69 -33.4% 2 qtrs
19 MURCHINSON LTD. 168.8K -5.7K (-3.3%) 1.99M -1.1M (-36.1%) 0.19% -0.007 pp 0.32% -0.075 pp USD17.85 -33.9% 2 qtrs
20 UBS GROUP AG 167.5K +134.1K (+400.8%) 1.98M +1.4M (+230.8%) 0.19% +0.149 pp 0.00% +0.000 pp USD13.27 -11.2% 19 qtrs
21 TUDOR INVESTMENT CORP ET AL 164.0K +104.3K (+174.8%) 1.93M +868.4K (+81.5%) 0.18% +0.116 pp 0.00% +0.002 pp USD13.52 -12.8% 4 qtrs
22 CSM ADVISORS, LLC 163.5K +163.5K (+100.0%) 1.93M +1.9M (+100.0%) 0.18% +0.182 pp 0.05% +0.052 pp USD11.79 +0.0% 1 qtrs NEW
23 LAZARD ASSET MANAGEMENT LLC 147.6K +38.3K (+35.1%) 1.74M -210.6K (-10.8%) 0.16% +0.042 pp 0.00% +0.000 pp USD15.76 -25.2% 9 qtrs
24 CENTIVA CAPITAL, LP 143.3K +62.9K (+78.3%) 1.69M +254.6K (+17.7%) 0.16% +0.070 pp 0.01% +0.000 pp USD14.18 -16.9% 8 qtrs
25 AQR CAPITAL MANAGEMENT LLC 130.6K +75.8K (+138.1%) 1.54M +560.8K (+57.3%) 0.15% +0.084 pp 0.00% +0.000 pp USD12.26 -3.8% 13 qtrs
26 CERITY PARTNERS LLC 113.4K +113.4K (+100.0%) 1.34M +1.3M (+100.0%) 0.13% +0.126 pp 0.00% +0.002 pp USD11.79 +0.0% 1 qtrs NEW
27 RAYMOND JAMES FINANCIAL INC 111.1K +111.1K (+100.0%) 1.31M +1.3M (+100.0%) 0.12% +0.124 pp 0.00% +0.000 pp USD11.79 +0.0% 5 qtrs
28 STATE STREET CORP 101.8K -5.8K (-5.4%) 1.20M -720.4K (-37.5%) 0.11% -0.007 pp 0.00% +0.000 pp USD47.80 -75.3% 18 qtrs
29 GOLDMAN SACHS GROUP INC 101.6K +60.6K (+147.9%) 1.20M +466.5K (+63.7%) 0.11% +0.067 pp 0.00% +0.000 pp USD12.34 -4.5% 19 qtrs
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 100.3K -95.0 (-0.1%) 1.18M -609.4K (-34.0%) 0.11% -0.001 pp 0.00% 0.000 pp USD17.85 -33.9% 2 qtrs
31 ALBERTA INVESTMENT MANAGEMENT CORP 100.0K +100.0K (+100.0%) 1.18M +1.2M (+100.0%) 0.11% +0.111 pp 0.01% +0.007 pp USD11.79 +0.0% 1 qtrs NEW
32 FOURWORLD CAPITAL MANAGEMENT LLC 100.0K +— (+0.0%) 1.18M -606.0K (-33.9%) 0.11% -0.001 pp 0.96% -1.862 pp USD16.76 -29.7% 3 qtrs
33 Y-INTERCEPT (HONG KONG) LTD 87.1K +39.9K (+84.7%) 1.03M +185.2K (+22.0%) 0.10% +0.044 pp 0.02% +0.003 pp USD15.07 -21.8% 2 qtrs
34 QUINN OPPORTUNITY PARTNERS LLC 78.9K +78.9K (+100.0%) 930.6K +930.6K (+100.0%) 0.09% +0.088 pp 0.04% +0.039 pp USD11.79 +0.0% 1 qtrs NEW
35 MORGAN STANLEY 68.0K -44.5K (-39.6%) 801.2K -1.2M (-60.1%) 0.08% -0.050 pp 0.00% 0.000 pp USD17.31 -31.9% 19 qtrs
36 BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP 68.2K -88.8K (-56.5%) 801.1K -2.0M (-71.3%) 0.08% -0.100 pp 0.06% -0.285 pp USD17.85 -33.9% 2 qtrs
37 FIRST TRUST ADVISORS LP 66.4K +14.3K (+27.4%) 782.7K -147.5K (-15.9%) 0.07% +0.016 pp 0.00% 0.000 pp USD12.72 -7.3% 6 qtrs
38 CENTERBOOK PARTNERS LP 65.0K -92.2K (-58.7%) 766.3K -2.0M (-72.7%) 0.07% -0.103 pp 0.04% -0.101 pp USD17.85 -33.9% 2 qtrs
39 MML INVESTORS SERVICES, LLC 64.8K +64.8K (+100.0%) 763.9K +763.9K (+100.0%) 0.07% +0.072 pp 0.00% +0.002 pp USD11.79 +0.0% 1 qtrs NEW
40 BREVAN HOWARD CAPITAL MANAGEMENT LP 58.7K +7.5K (+14.7%) 692.0K -221.5K (-24.2%) 0.07% +0.008 pp 0.01% +0.004 pp USD17.07 -30.9% 2 qtrs
41 GABELLI FUNDS LLC 57.7K +57.7K (+100.0%) 680.4K +680.4K (+100.0%) 0.06% +0.064 pp 0.00% +0.005 pp USD11.79 +0.0% 1 qtrs NEW
42 MILLENNIUM MANAGEMENT LLC 56.7K -14.9K (-20.8%) 668.4K -610.1K (-47.7%) 0.06% -0.017 pp 0.00% 0.000 pp USD16.16 -27.0% 19 qtrs
43 BANK OF NEW YORK MELLON CORP 55.7K +23.8K (+74.3%) 656.8K +86.4K (+15.1%) 0.06% +0.026 pp 0.00% +0.000 pp USD19.31 -38.9% 18 qtrs
44 51.5K +51.5K (+100.0%) 607.2K +607.2K (+100.0%) 0.06% +0.057 pp 0.75% +0.754 pp USD11.79 +0.0% 1 qtrs NEW
45 GABELLI & CO INVESTMENT ADVISERS, INC. 49.6K +49.6K (+100.0%) 584.2K +584.2K (+100.0%) 0.06% +0.055 pp 0.09% +0.088 pp USD11.79 +0.0% 1 qtrs NEW
46 COUNTERPOINT MUTUAL FUNDS LLC 48.5K +48.5K (+100.0%) 571.8K +571.8K (+100.0%) 0.05% +0.054 pp 0.04% +0.042 pp USD11.79 +0.0% 1 qtrs NEW
47 CITADEL ADVISORS LLC 48.4K -92.2K (-65.6%) 570.3K -1.9M (-77.3%) 0.05% -0.103 pp 0.00% 0.000 pp USD17.00 -30.6% 19 qtrs
48 AMERICAN CENTURY COMPANIES INC 48.1K +2.1K (+4.6%) 567.7K -254.3K (-30.9%) 0.05% +0.002 pp 0.00% 0.000 pp USD12.95 -9.0% 11 qtrs
49 MARSHALL WACE, LLP 46.8K -18.7K (-28.5%) 552.1K -617.7K (-52.8%) 0.05% -0.021 pp 0.00% -0.001 pp USD13.13 -10.2% 9 qtrs
50 VICTORY CAPITAL MANAGEMENT INC 43.8K +43.8K (+100.0%) 515.9K +515.9K (+100.0%) 0.05% +0.049 pp 0.00% +0.000 pp USD11.79 +0.0% 1 qtrs NEW
51 NORTHERN TRUST CORP 42.2K +162.0 (+0.4%) 497.9K -253.0K (-33.7%) 0.05% +0.000 pp 0.00% +0.000 pp USD54.36 -78.3% 18 qtrs
52 INSPIRE INVESTING, LLC 40.0K -46.0K (-53.5%) 471.5K -1.1M (-69.3%) 0.04% -0.052 pp 0.04% -0.107 pp USD15.99 -26.3% 4 qtrs
53 POINT72 ASSET MANAGEMENT, L.P. 39.3K +39.3K (+100.0%) 463.5K +463.5K (+100.0%) 0.04% +0.044 pp 0.00% +0.001 pp USD11.79 +0.0% 1 qtrs NEW
54 WATERSHED ASSET MANAGEMENT, L.L.C. 38.8K +38.8K (+100.0%) 457.8K +457.8K (+100.0%) 0.04% +0.043 pp 0.43% +0.428 pp USD11.79 +0.0% 1 qtrs NEW
55 TREXQUANT INVESTMENT LP 33.8K +33.8K (+100.0%) 398.6K +398.6K (+100.0%) 0.04% +0.038 pp 0.00% +0.004 pp USD11.79 +0.0% 14 qtrs
56 XTX TOPCO LTD 32.0K +5.9K (+22.7%) 377.4K -88.4K (-19.0%) 0.04% +0.007 pp 0.01% -0.014 pp USD16.73 -29.5% 2 qtrs
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 31.2K -12.3K (-28.3%) 367.4K -408.5K (-52.6%) 0.03% -0.014 pp 0.00% +0.000 pp USD17.55 -32.8% 5 qtrs
58 FIFTH LANE CAPITAL, LP 30.4K +30.4K (+100.0%) 358.5K +358.5K (+100.0%) 0.03% +0.034 pp 0.27% +0.272 pp USD11.79 +0.0% 1 qtrs NEW
59 SHAY CAPITAL LLC 30.3K +30.3K (+100.0%) 357.3K +357.3K (+100.0%) 0.03% +0.034 pp 0.04% +0.037 pp USD11.79 +0.0% 1 qtrs NEW
60 ONE68 GLOBAL CAPITAL, LLC 30.3K +30.3K (+100.0%) 357.3K +357.3K (+100.0%) 0.03% +0.034 pp 4.21% +4.211 pp USD11.79 +0.0% 1 qtrs NEW
61 PDT PARTNERS, LLC 30.1K +10.2K (+51.3%) 354.5K -172.0 (0.0%) 0.03% +0.011 pp 0.02% +0.001 pp USD12.92 -8.7% 17 qtrs
62 INVESCO LTD. 30.1K +3.6K (+13.7%) 354.4K -117.5K (-24.9%) 0.03% +0.004 pp 0.00% +0.000 pp USD15.05 -21.7% 4 qtrs
63 PRICE T ROWE ASSOCIATES INC /MD/ 28.2K +— (+0.0%) 333.0K -171.0K (-33.9%) 0.03% 0.000 pp 0.00% +0.000 pp USD14.69 -19.7% 13 qtrs
64 SWISS NATIONAL BANK 26.8K +— (+0.0%) 316.0K -162.4K (-33.9%) 0.03% 0.000 pp 0.00% 0.000 pp USD44.86 -73.7% 17 qtrs
65 GROUPE LA FRANCAISE 26.8K -89.1K (-76.9%) 316.0K -1.8M (-84.7%) 0.03% -0.100 pp 0.00% -0.024 pp USD16.76 -29.7% 3 qtrs
66 GSA CAPITAL PARTNERS LLP 26.6K +8.4K (+46.4%) 314.0K -10.0K (-3.1%) 0.03% +0.009 pp 0.03% +0.000 pp USD13.31 -11.4% 11 qtrs
67 UBS ASSET MANAGEMENT AMERICAS INC 26.1K +— (+0.0%) 307.3K -158.0K (-33.9%) 0.03% 0.000 pp 0.00% +0.000 pp USD14.11 -16.4% 17 qtrs
68 CREDIT INDUSTRIEL ET COMMERCIAL 25.7K -60.7K (-70.2%) 303.0K -1.2M (-80.3%) 0.03% -0.068 pp 0.02% -0.106 pp USD16.76 -29.7% 3 qtrs
69 HEADLANDS TECHNOLOGIES LLC 24.7K -2.6K (-9.5%) 290.7K -195.5K (-40.2%) 0.03% -0.003 pp 0.02% -0.015 pp USD16.76 -29.7% 3 qtrs
70 PHARVISION ADVISERS, LLC 22.2K +22.2K (+100.0%) 261.7K +261.7K (+100.0%) 0.02% +0.025 pp 0.13% +0.133 pp USD11.79 +0.0% 1 qtrs NEW
71 JAIN GLOBAL LLC 19.8K +19.8K (+100.0%) 234.0K +234.0K (+100.0%) 0.02% +0.022 pp 0.00% +0.001 pp USD11.79 +0.0% 1 qtrs NEW
72 VERITION FUND MANAGEMENT LLC 19.8K -165.5K (-89.3%) 233.1K -3.1M (-92.9%) 0.02% -0.185 pp 0.00% -0.013 pp USD16.79 -29.8% 7 qtrs
73 TWO SIGMA ADVISERS, LP 17.6K -46.0K (-72.3%) 207.5K -927.8K (-81.7%) 0.02% -0.052 pp 0.00% -0.002 pp USD12.25 -3.8% 10 qtrs
74 ALTA WEALTH ADVISORS LLC 16.7K +16.7K (+100.0%) 197.2K +197.2K (+100.0%) 0.02% +0.019 pp 0.07% +0.066 pp USD11.79 +0.0% 1 qtrs NEW
75 HSBC HOLDINGS PLC 16.7K +5.6K (+50.3%) 196.4K -1.4K (-0.7%) 0.02% +0.006 pp 0.00% +0.000 pp USD11.97 -1.5% 11 qtrs
76 GRAHAM CAPITAL MANAGEMENT, L.P. 16.1K +16.1K (+100.0%) 189.7K +189.7K (+100.0%) 0.02% +0.018 pp 0.00% +0.005 pp USD11.79 +0.0% 1 qtrs NEW
77 BARCLAYS PLC 16.1K -8.7K (-35.2%) 189.3K -130.8K (-40.9%) 0.02% -0.010 pp 0.00% +0.000 pp USD12.59 -6.4% 11 qtrs
78 JUMP FINANCIAL, LLC 14.7K +14.7K (+100.0%) 173.3K +173.3K (+100.0%) 0.02% +0.016 pp 0.00% +0.002 pp USD11.79 +0.0% 1 qtrs NEW
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 14.5K +— (+0.0%) 170.9K -87.8K (-33.9%) 0.02% 0.000 pp 0.00% 0.000 pp USD47.85 -75.4% 17 qtrs
80 JANE STREET GROUP, LLC 14.4K +14.4K (+100.0%) 169.8K +169.8K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD11.79 +0.0% 4 qtrs
81 LEGAL & GENERAL GROUP PLC 13.4K -3.0K (-18.1%) 158.1K -134.1K (-45.9%) 0.01% -0.003 pp 0.00% +0.000 pp USD24.67 -52.2% 19 qtrs
82 OCCUDO QUANTITATIVE STRATEGIES LP 11.8K +11.8K (+100.0%) 138.7K +138.7K (+100.0%) 0.01% +0.013 pp 0.01% +0.009 pp USD11.79 +0.0% 1 qtrs NEW
83 TWO SIGMA INVESTMENTS, LP 11.5K -153.2K (-93.0%) 135.6K -2.8M (-95.4%) 0.01% -0.171 pp 0.00% -0.004 pp USD12.82 -8.0% 11 qtrs
84 JANUS HENDERSON GROUP PLC 11.4K +— (+0.0%) 134.5K -69.3K (-34.0%) 0.01% 0.000 pp 0.00% +0.000 pp USD14.44 -18.4% 12 qtrs
85 SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) 10.0K +10.0K (+100.0%) 117.9K +117.9K (+100.0%) 0.01% +0.011 pp 0.00% +0.001 pp USD11.79 +0.0% 1 qtrs NEW
86 RANGELEY CAPITAL, LLC 10.0K +10.0K (+100.0%) 117.9K +117.9K (+100.0%) 0.01% +0.011 pp 0.10% +0.098 pp USD11.79 +0.0% 1 qtrs NEW
87 GROUP ONE TRADING, L.P. 9.7K +6.8K (+238.9%) 114.1K +63.1K (+123.8%) 0.01% +0.008 pp 0.00% +0.000 pp USD13.58 -13.2% 2 qtrs
88 SG AMERICAS SECURITIES, LLC 8.8K +8.8K (+100.0%) 104.0K +104.0K (+100.0%) 0.01% +0.010 pp 0.00% +0.000 pp USD11.79 +0.0% 15 qtrs
89 WOLVERINE ASSET MANAGEMENT LLC 8.6K +8.6K (+100.0%) 101.9K +101.9K (+100.0%) 0.01% +0.010 pp 0.00% +0.001 pp USD11.79 +0.0% 1 qtrs NEW
90 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 8.0K +— (+0.0%) 94.9K -48.8K (-33.9%) 0.01% +0.000 pp 0.00% 0.000 pp USD15.85 -25.6% 17 qtrs
91 KESTRA ADVISORY SERVICES, LLC 7.4K +7.4K (+100.0%) 86.7K +86.7K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD11.79 +0.0% 1 qtrs NEW
92 QUEST PARTNERS LLC 7.1K +1.4K (+23.9%) 83.8K -18.6K (-18.2%) 0.01% +0.002 pp 0.00% -0.002 pp USD13.20 -10.7% 8 qtrs
93 QUANTBOT TECHNOLOGIES LP 6.4K -19.5K (-75.3%) 75.4K -386.9K (-83.7%) 0.01% -0.022 pp 0.00% -0.010 pp USD14.56 -19.0% 16 qtrs
94 HARBOR CAPITAL ADVISORS, INC. 5.6K +622.0 (+12.5%) 66.0K -23.0K (-25.8%) 0.01% +0.001 pp 0.01% -0.002 pp USD14.10 -16.4% 4 qtrs
95 DEKABANK DEUTSCHE GIROZENTRALE 4.8K +— (+0.0%) 62.0K -23.0K (-27.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD13.07 -9.8% 9 qtrs
96 STATE OF WYOMING 5.0K +5.0K (+100.0%) 59.0K +59.0K (+100.0%) 0.01% +0.006 pp 0.01% +0.007 pp USD11.79 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 34 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Active Factor Small Cap ETF AFSM 0.30% 337.9K 0.75%
2 Inspire Small/Mid Cap ETF ISMD 0.24% 781.4K 0.53%
3 First Trust Dow Jones Select MicroCap Index Fund FDM 0.12% 314.8K 0.65%
4 VictoryShares Small Cap Free Cash Flow ETF SFLO 0.10% 602.2K 0.56%
5 WisdomTree U.S. SmallCap Fund EES 0.05% 372.7K 0.38%
6 Texas Capital Texas Equity Index ETF TXS 0.04% 15.1K 0.49%
7 Avantis U.S. Small Cap Equity ETF AVSC 0.01% 153.0K 0.25%
8 Dimensional - US Targeted Value ETF DFAT 0.00% 480.0K 0.28%
9 U.S. Micro Cap Portfolio ETF DFMC 0.00% 238.3K 0.43%
10 Dimensional - US Small Cap ETF DFAS 0.00% 429.8K 0.26%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.25
Bearish
Ratio by volume
0.23
Bearish
Buys
1
Sells
4
Shares acquired
12.5K
Shares disposed
53.4K
Cash buys
Cash sales
2.00
Net activity
-40,891
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-02 Johnson Jarrod Officer S-Sale D Class A Common Stock 11,406 6.89 78.5K 25,130 D
2026-04-01 Walsh Claudia F Officer M-Exempt D Restricted Stock Units 12,500 0.00 0 D
2026-04-01 Johnson Jarrod Officer S-Sale D Class A Common Stock 25,000 6.78 169.6K 36,536 D
2026-03-31 Thrash Trent Pollard Officer Restricted Stock Units 10,969 0.00 0 D
2026-03-31 Gold Garrett William Officer Restricted Stock Units 7,497 0.00 0 D
2026-03-26 Weir Jaspar Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 13,242 0.00 13,644 D
2026-03-26 Walsh Claudia F Officer M-Exempt D Restricted Stock Units 28,338 0.00 29,198 D
2026-03-26 Sekar Balaji Officer M-Exempt D Restricted Stock Units 28,338 0.00 29,198 D
2026-03-26 Maddock Bryce Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 92,696 0.00 95,506 D
2026-03-26 Johnson Jarrod Officer M-Exempt D Restricted Stock Units 28,338 0.00 29,198 D
2026-03-26 Daoust Stephan Officer M-Exempt D Restricted Stock Units 28,338 0.00 29,198 D
2026-03-09 Weir Jaspar Director / Officer / 10% Owner A-Award A Restricted Stock Units 28,116 0.00 28,116 D
2026-03-09 Walsh Claudia F Officer A-Award A Restricted Stock Units 39,362 0.00 39,362 D
2026-03-09 Maddock Bryce Director / Officer / 10% Owner A-Award A Restricted Stock Units 309,278 0.00 309,278 D
2026-03-09 Johnson Jarrod Officer A-Award A Restricted Stock Units 56,232 0.00 56,232 D
2026-03-09 Daoust Stephan Officer A-Award A Restricted Stock Units 56,232 0.00 56,232 D
2026-03-07 Weir Jaspar Director / Officer / 10% Owner F-InKind D Class A Common Stock 3,158 10.92 34.5K 1,025,874 D
2026-03-07 Walsh Claudia F Officer M-Exempt D Restricted Stock Units 16,856 0.00 34,224 D
2026-03-07 Sekar Balaji Officer M-Exempt A Class A Common Stock 25,933 0.00 214,937 D
2026-03-07 Maddock Bryce Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 80,392 0.00 163,222 D
2026-03-07 Johnson Jarrod Officer M-Exempt A Class A Common Stock 25,933 0.00 46,806 D
2026-03-07 Daoust Stephan Officer M-Exempt A Class A Common Stock 25,933 0.00 85,719 D
2026-03-06 Weir Jaspar Director / Officer / 10% Owner M-Exempt A Class A Common Stock 10,355 0.00 1,018,588 D
2026-03-06 Walsh Claudia F Officer F-InKind D Class A Common Stock 3,612 10.92 39.4K 102,888 D
2026-03-06 Sekar Balaji Officer M-Exempt A Class A Common Stock 10,445 0.00 191,593 D
2026-03-06 Maddock Bryce Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 31,515 0.00 0 D
2026-03-06 Johnson Jarrod Officer M-Exempt D Restricted Stock Units 11,076 0.00 0 D
2026-03-06 Daoust Stephan Officer M-Exempt A Class A Common Stock 9,005 0.00 61,993 D
2026-03-03 Weir Jaspar Director / Officer / 10% Owner A-Award A Class A Common Stock 8,889 0.00 1,007,097 D
2026-03-03 Walsh Claudia F Officer F-InKind D Class A Common Stock 2,338 10.92 25.5K 97,045 D
2026-03-03 Sekar Balaji Officer F-InKind D Class A Common Stock 2,590 10.92 28.3K 181,148 D
2026-03-03 Maddock Bryce Director / Officer / 10% Owner A-Award A Class A Common Stock 27,068 0.00 1,122,740 D
2026-03-03 Johnson Jarrod Officer F-InKind D Class A Common Stock 2,590 10.92 28.3K 12,546 D
2026-03-03 Daoust Stephan Officer F-InKind D Class A Common Stock 2,590 10.92 28.3K 52,988 D
2025-12-15 Johnson Jarrod Officer S-Sale D Class A Common Stock 17,827 12.03 214.4K 6,406 D
2025-10-28 Walsh Claudia F Officer M-Exempt A Class A Common Stock 16,847 0.00 102,264 D
2025-08-18 Johnson Jarrod Officer S-Sale D Class A Common Stock 10,869 17.25 187.5K 24,233 D
2025-08-11 Johnson Jarrod Officer S-Sale D Class A Common Stock 24,233 17.04 412.9K 24,233 D
2025-08-05 Sekar Balaji Officer M-Exempt D Restricted Stock Units 79,629 0.00 0 D
2025-08-05 Johnson Jarrod Officer M-Exempt D Restricted Stock Units 79,629 0.00 0 D
2025-07-31 Maddock Bryce Director / Officer / 10% Owner M-Exempt A Class A Common Stock 53,333 0.00 1,116,660 D
2025-07-18 Weir Jaspar Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 68,899 0.00 0 D
2025-07-18 Maddock Bryce Director / Officer / 10% Owner F-InKind D Class A Common Stock 27,112 17.07 462.8K 1,063,327 D
2025-06-15 Daoust Stephan Officer M-Exempt A Class A Common Stock 30,437 0.00 58,120 D
2025-05-23 Weir Jaspar Director / Officer / 10% Owner C-Conversion D Class B Common Stock 129,936 0.00 476,714 I
2025-05-23 Maddock Bryce Director / Officer / 10% Owner C-Conversion D Class B Common Stock 140,553 0.00 515,667 I
2025-05-23 Blackstone Holdings III L.P. 10% Owner C-Conversion A Class A Common Stock 10,094,674 0.00 10,094,674 I
2025-05-23 BCP FC Aggregator L.P. 10% Owner C-Conversion A Class A Common Stock 10,094,674 0.00 10,094,674 I
2025-05-22 TUMINELLI KELLY L Director M-Exempt D Restricted Stock Units 14,342 0.00 0 D
2025-05-22 Reses Jacqueline D Director M-Exempt A Class A Common Stock 14,342 0.00 34,548 D
2025-05-22 Kumar Susir Director A-Award A Restricted Stock Units 12,491 0.00 12,491 D
2025-05-22 Greenthal Jill A Director M-Exempt D Restricted Stock Units 14,342 0.00 0 D
2025-05-22 Gonzalez Michelle H Director A-Award A Restricted Stock Units 12,491 0.00 12,491 D
2025-04-01 Walsh Claudia F Officer F-InKind D Class A Common Stock 5,073 13.66 69.3K 85,417 D
2025-04-01 Greenthal Jill A Director M-Exempt D Restricted Stock Units 2,494 0.00 0 D
2025-04-01 Gonzalez Michelle H Director M-Exempt D Restricted Stock Units 2,494 0.00 0 D
2025-03-18 Johnson Jarrod Officer S-Sale D Class A Common Stock 21,437 13.60 291.5K 0 D
2025-03-15 Weir Jaspar Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 13,242 0.00 26,886 D
2025-03-15 Walsh Claudia F Officer M-Exempt D Restricted Stock Units 28,338 0.00 57,536 D
2025-03-15 Sekar Balaji Officer M-Exempt D Restricted Stock Units 28,338 0.00 57,536 D
2025-03-15 Maddock Bryce Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 68,897 0.00 68,899 D
2025-03-15 Johnson Jarrod Officer F-InKind D Class A Common Stock 6,901 13.67 94.3K 21,437 D
2025-03-15 Daoust Stephan Officer M-Exempt D Restricted Stock Units 28,338 0.00 57,536 D
2025-03-11 Johnson Jarrod Officer S-Sale D Class A Common Stock 15,460 13.25 204.8K 0 D
2025-03-07 Weir Jaspar Director / Officer / 10% Owner A-Award A Restricted Stock Units 39,292 0.00 39,292 D
2025-03-07 Walsh Claudia F Officer A-Award A Restricted Stock Units 51,080 0.00 51,080 D
2025-03-07 Sekar Balaji Officer A-Award A Restricted Stock Units 78,585 0.00 78,585 D
2025-03-07 Maddock Bryce Director / Officer / 10% Owner A-Award A Restricted Stock Units 243,614 0.00 243,614 D
2025-03-07 Johnson Jarrod Officer A-Award A Restricted Stock Units 78,585 0.00 78,585 D
2025-03-07 Daoust Stephan Officer A-Award A Restricted Stock Units 78,585 0.00 78,585 D
2025-03-06 Weir Jaspar Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 10,050 0.00 10,355 D
2025-03-06 Walsh Claudia F Officer M-Exempt A Class A Common Stock 9,176 0.00 63,480 D
2025-03-06 Sekar Balaji Officer M-Exempt D Restricted Stock Units 10,138 0.00 10,445 D
2025-03-06 Maddock Bryce Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 30,588 0.00 31,515 D
2025-03-06 Johnson Jarrod Officer M-Exempt D Restricted Stock Units 10,749 0.00 11,076 D
2025-03-06 Daoust Stephan Officer F-InKind D Class A Common Stock 2,493 12.90 32.2K 6,246 D
2025-03-04 Weir Jaspar Director / Officer / 10% Owner F-InKind D Class A Common Stock 7,153 13.54 96.9K 893,414 D
2024-12-16 Amaya Steven Officer M-Exempt D Stock Options (right to buy) 2,600 11.96 31.1K 152,374 D
2024-12-15 Weir Jaspar Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 68,897 0.00 137,796 D
2024-12-15 Maddock Bryce Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 68,897 0.00 137,796 D
2024-12-13 Daoust Stephan Officer S-Sale D Class A Common Stock 62,159 18.23 1.13M 0 D
2024-12-13 Amaya Steven Officer M-Exempt D Stock Options (right to buy) 10,536 2.33 24.5K 0 D
2024-11-11 Daoust Stephan Officer S-Sale D Class A Common Stock 100 18.10 1.8K 62,159 D
2024-10-28 Walsh Claudia F Officer M-Exempt A Class A Common Stock 16,846 0.00 60,315 D
2024-09-15 Weir Jaspar Director / Officer / 10% Owner M-Exempt A Class A Common Stock 68,897 0.00 805,003
2024-09-15 Maddock Bryce Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 68,897 0.00 206,693
2024-09-15 Amaya Steven Officer M-Exempt A Class A Common Stock 3,855 0.00 18,217
2024-09-07 TUMINELLI KELLY L Director M-Exempt A Class A Common Stock 1,175 0.00 29,365
2024-08-16 Johnson Jarrod Officer S-Sale D Class A Common Stock 38,580 13.85 534.3K 7,726
2024-08-15 Johnson Jarrod Officer S-Sale D Class A Common Stock 51,777 14.14 732.0K 46,306
2024-08-05 Sekar Balaji Officer M-Exempt A Class A Common Stock 39,814 0.00 106,805
2024-08-05 Johnson Jarrod Officer F-InKind D Class A Common Stock 9,695 15.26 147.9K 98,083
2024-06-15 Weir Jaspar Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 68,897 0.00 275,590
2024-06-15 Maddock Bryce Director / Officer / 10% Owner M-Exempt A Class A Common Stock 68,897 0.00 756,644
2024-06-15 Daoust Stephan Officer M-Exempt D Restricted Stock Units 30,434 0.00 30,437
2024-06-15 Amaya Steven Officer F-InKind D Class A Common Stock 1,059 12.91 13.7K 14,362
2024-06-03 Maddock Bryce Director / Officer / 10% Owner A-Award A Restricted Stock Units 240,000 0.00 240,000
2024-05-23 TUMINELLI KELLY L Director A-Award A Restricted Stock Units 14,342 0.00 14,342
2024-05-23 Reses Jacqueline D Director A-Award A Restricted Stock Units 14,342 0.00 14,342
2024-05-23 Kumar Susir Director A-Award A Restricted Stock Units 14,342 0.00 14,342
2024-05-23 Greenthal Jill A Director A-Award A Restricted Stock Units 14,342 0.00 14,342
2024-05-23 Gonzalez Michelle H Director A-Award A Restricted Stock Units 14,342 0.00 14,342
2024-05-18 TUMINELLI KELLY L Director M-Exempt A Class A Common Stock 12,941 0.00 28,190
2024-05-18 Reses Jacqueline D Director M-Exempt D Restricted Stock Units 12,941 0.00 0
2024-05-18 Kumar Susir Director M-Exempt D Restricted Stock Units 12,941 0.00 0
2024-05-18 Greenthal Jill A Director M-Exempt D Restricted Stock Units 12,941 0.00 0
2024-05-18 Gonzalez Michelle H Director M-Exempt A Class A Common Stock 12,941 0.00 26,255
2024-04-01 Walsh Claudia F Officer M-Exempt A Class A Common Stock 12,500 0.00 47,929
2024-04-01 Greenthal Jill A Director M-Exempt A Class A Common Stock 2,420 0.00 13,314
2024-04-01 Gonzalez Michelle H Director M-Exempt A Class A Common Stock 2,420 0.00 13,314
2024-03-15 Weir Jaspar Director / Officer / 10% Owner M-Exempt A Class A Common Stock 68,897 0.00 667,209
2024-03-15 Walsh Claudia F Officer A-Award A Restricted Stock Units 85,874 0.00 85,874
2024-03-15 Sekar Balaji Officer A-Award A Restricted Stock Units 85,874 0.00 85,874
2024-03-15 Maddock Bryce Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 68,897 0.00 344,487
2024-03-15 Johnson Jarrod Officer A-Award A Restricted Stock Units 85,874 0.00 85,874
2024-03-15 Daoust Stephan Officer A-Award A Restricted Stock Units 85,874 0.00 85,874
2024-03-15 Amaya Steven Officer A-Award A Restricted Stock Units 18,860 0.00 18,860
2024-03-06 Weir Jaspar Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 10,050 0.00 20,405
2024-03-06 Walsh Claudia F Officer M-Exempt D Restricted Stock Units 9,176 0.00 18,631
2024-03-06 Sekar Balaji Officer M-Exempt D Restricted Stock Units 10,137 0.00 20,583
2024-03-06 Maddock Bryce Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 30,587 0.00 62,103
2024-03-06 Johnson Jarrod Officer M-Exempt D Restricted Stock Units 10,749 0.00 21,825
2024-03-06 Daoust Stephan Officer M-Exempt D Restricted Stock Units 8,739 0.00 17,744
2024-03-06 Amaya Steven Officer M-Exempt D Restricted Stock Units 2,621 0.00 5,323
2023-12-15 Weir Jaspar Director / Officer / 10% Owner M-Exempt A Class A Common Stock 68,897 0.00 588,262
2023-12-15 Maddock Bryce Director / Officer / 10% Owner M-Exempt A Class A Common Stock 68,897 0.00 588,263
2023-11-16 Johnson Jarrod Officer W-Will A Class A Common Stock 10,869 0.00 71,107 D
2023-10-28 Walsh Claudia F Officer M-Exempt A Class A Common Stock 16,846 0.00 35,774
2023-09-15 Weir Jaspar Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 68,897 0.00 482,281
2023-09-15 Maddock Bryce Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 68,897 0.00 482,281
2023-09-15 Amaya Steven Officer F-InKind D Class A Common Stock 939 9.26 8.7K 9,231
2023-09-07 TUMINELLI KELLY L Director M-Exempt A Class A Common Stock 1,138 0.00 15,249
2023-08-05 Sekar Balaji Officer M-Exempt D Restricted Stock Units 39,814 0.00 119,443
2023-08-05 Johnson Jarrod Officer M-Exempt D Restricted Stock Units 39,814 0.00 119,443
2023-06-15 Weir Jaspar Director / Officer / 10% Owner M-Exempt A Class A Common Stock 68,897 0.00 450,468
2023-06-15 Maddock Bryce Director / Officer / 10% Owner M-Exempt A Class A Common Stock 68,897 0.00 450,469
2023-06-15 Daoust Stephan Officer F-InKind D Class A Common Stock 7,411 11.38 84.3K 33,046
2023-06-15 Amaya Steven Officer F-InKind D Class A Common Stock 1,142 11.38 13.0K 6,315
2023-05-18 TUMINELLI KELLY L Director M-Exempt D Restricted Stock Units 7,265 0.00 0
2023-05-18 Reses Jacqueline D Director M-Exempt D Restricted Stock Units 7,265 0.00 0
2023-05-18 Kumar Susir Director M-Exempt D Restricted Stock Units 7,265 0.00 0
2023-05-18 Greenthal Jill A Director M-Exempt A Class A Common Stock 7,265 0.00 10,894
2023-05-18 Gonzalez Michelle H Director M-Exempt D Restricted Stock Units 7,265 0.00 0
2023-04-01 Walsh Claudia F Officer F-InKind D Class A Common Stock 4,592 14.44 66.3K 18,928
2023-04-01 Greenthal Jill A Director M-Exempt D Restricted Stock Units 2,419 0.00 4,914
2023-04-01 Gonzalez Michelle H Director M-Exempt D Restricted Stock Units 2,419 0.00 4,914
2023-03-15 Weir Jaspar Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 68,897 0.00 620,075
2023-03-15 Maddock Bryce Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 68,897 0.00 620,075
2023-03-10 Reses Jacqueline D Director M-Exempt D Stock Options (right to buy) 29,200 2.33 68.0K 304,210
2023-03-06 Weir Jaspar Director / Officer / 10% Owner A-Award A Restricted Stock Units 30,455 0.00 30,455
2023-03-06 Walsh Claudia F Officer A-Award A Restricted Stock Units 27,807 0.00 27,807
2023-03-06 Sekar Balaji Officer A-Award A Stock Options (right to buy) 87,772 18.13 1.59M 87,772
2023-03-06 Maddock Bryce Director / Officer / 10% Owner A-Award A Restricted Stock Units 92,690 0.00 92,690
2023-03-06 Johnson Jarrod Officer A-Award A Restricted Stock Units 32,574 0.00 32,574
2023-03-06 Daoust Stephan Officer A-Award A Restricted Stock Units 26,483 0.00 26,483
2023-03-06 Amaya Steven Officer A-Award A Restricted Stock Units 7,944 0.00 7,944
2023-02-02 Daoust Stephan Officer S-Sale D Class A Common Stock 12,000 20.08 241.0K 10,023
2022-12-15 Weir Jaspar Officer M-Exempt D Restricted Stock Units 68,897 0.00 688,972
2022-12-15 Maddock Bryce Officer M-Exempt A Class A Common Stock 68,897 0.00 312,675
2022-12-15 Daoust Stephan Officer S-Sale D Class A Common Stock 1,000 20.00 20.0K 22,023
2022-10-28 Walsh Claudia F Officer M-Exempt A Class A Common Stock 16,846 0.00 16,846
2022-09-13 TUMINELLI KELLY L Director P-Purchase A Class A Common Stock 4,000 18.36 73.4K 6,846
2022-09-07 TUMINELLI KELLY L Director M-Exempt A Class A Common Stock 1,138 0.00 2,846
2022-08-05 Sekar Balaji Officer M-Exempt A Class A Common Stock 39,814 0.00 39,814
2022-08-05 Johnson Jarrod Officer F-InKind D Class A Common Stock 9,695 22.93 222.3K 30,119
2022-06-15 Weir Jaspar Officer M-Exempt D Restricted Stock Units 68,897 0.00 826,766
2022-06-15 Sinha Rajnish Officer F-InKind D Class A Common Stock 9,813 17.00 166.8K 17,361
2022-06-15 Reses Jacqueline D Director A-Award A Restricted Stock Units 7,265 0.00 7,265
2022-06-15 Maddock Bryce Officer F-InKind D Class A Common Stock 27,111 17.00 460.9K 174,881
2022-06-15 Kumar Susir Director A-Award A Restricted Stock Units 7,265 0.00 7,265
2022-06-15 Daoust Stephan Officer F-InKind D Class A Common Stock 7,411 17.00 126.0K 23,023
2022-06-15 Amaya Steven Officer F-InKind D Class A Common Stock 1,237 17.00 21.0K 3,110
2022-06-14 TUMINELLI KELLY L Director M-Exempt A Class A Common Stock 1,708 0.00 1,708
2022-06-14 Greenthal Jill A Director M-Exempt A Class A Common Stock 1,210 0.00 1,210
2022-06-14 Gonzalez Michelle H Director M-Exempt A Class A Common Stock 1,210 0.00 1,210
2022-04-01 Walsh Claudia F Officer A-Award A Stock Options (right to buy) 100,000 0.00 100,000
2022-04-01 Sinha Rajnish Officer D Restricted Stock Units 108,696 0.00 0
2022-04-01 Greenthal Jill A Director A-Award A Restricted Stock Units 1,210 0.00 1,210
2022-04-01 Gonzalez Michelle H Director 0 0.00 0
2022-04-01 Daoust Stephan Officer D Stock Options (right to buy) 208,696 23.00 4.80M 0
2022-03-15 Weir Jaspar Officer F-InKind D Class A Common Stock 22,694 32.36 734.4K 133,094
2022-03-15 Maddock Bryce Officer F-InKind D Class A Common Stock 22,695 32.36 734.4K 133,095
2021-12-15 Weir Jaspar Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 68,897 0.00 964,560
2021-12-15 Maddock Bryce Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 68,897 0.00 964,560
2021-11-23 Weir Jaspar Director / Officer / 10% Owner F-InKind D Class A Common Stock 23,792 43.43 1.03M 45,105
2021-11-23 Maddock Bryce Director / Officer / 10% Owner M-Exempt A Class A Common Stock 68,897 0.00 68,897
2021-10-28 Walsh Claudia F Officer A-Award A Restricted Stock Units 67,385 0.00 67,385
2021-10-25 Weir Jaspar Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,974,799 61.44 121.32M 0
2021-10-25 Maddock Bryce Director / Officer / 10% Owner C-Conversion A Class A Common Stock 1,974,799 0.00 1,974,799
2021-10-25 Blackstone Holdings III L.P. 10% Owner S-Sale D Class A Common Stock 8,127,882 61.44 499.35M 0
2021-10-25 BCP FC Aggregator L.P. 10% Owner S-Sale D Class A Common Stock 8,127,882 61.44 499.35M 0
2021-09-07 TUMINELLI KELLY L Director A-Award A Restricted Stock Units 3,451 0.00 3,451
2021-08-09 Sekar Balaji Officer A-Award A Stock Options (right to buy) 199,071 30.14 6.00M 199,071
2021-08-06 Johnson Jarrod Officer A-Award A Stock Options (right to buy) 232,250 30.14 7.00M 232,250
2021-07-09 Sekar Balaji Officer D-Return D Class A Common Stock 470,200 25.02 11.76M 0
2021-07-09 Johnson Jarrod Officer M-Exempt D Phantom Shares 470,200 0.00 0
2021-07-09 Amaya Steven Officer M-Exempt D Phantom Shares 12,980 0.00 0
2021-06-15 Weir Jaspar Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,574,094 21.74 34.21M 0
2021-06-15 Maddock Bryce Director / Officer / 10% Owner S-Sale D Class A Common Stock 1,574,094 21.74 34.21M 0
2021-06-15 Blackstone Holdings III L.P. 10% Owner S-Sale D Class A Common Stock 6,478,658 21.74 140.81M 0

Executive team

Top executives
EBIT / Employee
2.6K
Shares Outstanding
90.02M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Bryce Maddock Chief Executive Officer and Chairperson 47.8K 5.34M 253.0K 5.64M 94.67%
2 2025 Stephan Daoust Chief Operating Officer 450.0K 1.72M 337.5K 14.0K 2.52M 68.24%
3 2025 Jarrod Johnson Chief Customer Officer 400.0K 1.72M 350.0K 14.0K 2.49M 69.27%
4 2024 Bryce Maddock Chief Executive Officer and Chairperson 40.0K 6.00M 1.6K 6.04M 99.31%
5 2024 Stephan Daoust Chief Operating Officer 430.8K 1.06M 443.4K 13.8K 1.95M 54.41%
6 2024 Jarrod Johnson Chief Customer Officer 390.4K 1.06M 470.8K 13.8K 1.93M 54.77%
7 2023 Bryce Maddock Chief Executive Officer and Chairperson 38.8K 1.68M 2.36M 1.6K 4.08M 99.01%
8 2023 Jarrod Johnson Chief Customer Officer 350.0K 590.6K 830.5K 245.0K 13.2K 2.03M 70.03%
9 2023 Balaji Sekar Chief Financial Officer 350.0K 557.0K 783.2K 147.0K 13.2K 1.85M 72.43%
10 2022 Claudia Walsh General Counsel and Corporate Secretary 350.0K 1.97M 1.44M 23.8K 3.79M 90.14%
11 2022 Stephan Daoust Chief Operating Officer 350.0K 34.6K 384.6K 0.00%
12 2022 Bryce Maddock Chief Executive Officer and Chairperson 30.0K 1.2K 31.2K 0.00%
13 2021 Bryce Maddock Chief Executive Officer 30.0K 31.94M 4.47M 197.3K 36.64M 99.38%
14 2021 Bryce Maddock Chief Executive Officer and Chairperson 30.0K 31.94M 4.47M 197.3K 36.64M 99.38%
15 2021 Jaspar Weir President 30.0K 31.94M 4.47M 129.5K 36.57M 99.56%
16 2021 Jarrod Johnson Chief Customer Officer 342.3K 6.38M 2.53M 525.0K 11.6K 9.79M 91.02%
17 2020 Jarrod Johnson Chief Customer Officer 287.4K 300.0K 11.4K 598.8K 0.00%
18 2020 Bryce Maddock Chief Executive Officer 107.5K 175.0K 98.9K 381.4K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2025-10-08 DEFA14A
2025-09-24 DEFA14A
2025-09-10 DEFA14A
2025-08-22 DEFA14A
2025-05-28 DEFA14A
2025-05-12 DEFA14A
2025-05-09 DEFA14A
2025-05-09 DEFA14A
2025-05-09 DEFA14A
2025-05-09 DEFA14A
2025-05-09 DEFA14A
2025-04-08 DEFA14A
2025-04-08 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2026-04-10 ARS
2026-04-08 3
2026-04-08 3
2026-04-03 4
2026-04-03 4
2026-04-02 8-K
2026-03-30 4

Executive team

NameTitleCompensationGender
Stephan Daoust Chief Operating Officer 801.5K male
Jarrod Johnson Chief Customer Officer 764.0K male
Balaji Sekar Chief Financial Officer & Principal Accounting Officer 510.2K male
Claudia Franco Walsh General Counsel & Corporate Secretary 373.8K female
Bryce Maddock Co-Founder, Chief Executive Officer & Chairman 300.9K male
Jaspar Weir Co-Founder, President & Director 159.5K male
Mahaveer Dharmchand Senior Vice President of Technology
Snow Burns Senior Vice President of Marketing female
Charley Lemaster Senior Vice President of Sales male
Trent Thrash Interim CFO, Senior VP of Corporate Development & Interim Head of Investor Relations male
Garrett Gold Principal Accounting Officer male
Chandrasekar Venkataramani Chief Information Officer male
ESG Rating
B
INFORMATION TECHNOLOGY SERVICES
2026
E (Environmental)
80.5 / 65.1
Company / Sector avg.
S (Social)
63.2 / 65.3
Company / Sector avg.
G (Governance)
65.9 / 67.4
Company / Sector avg.
ESG Total
69.9 / 65.9
Company / Sector avg.
ESG Score History INFORMATION TECHNOLOGY SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits