Subscribe

ThredUp Inc. (TDUP)

USD6.64 +0.30 (+4.73%)
US NASDAQ Consumer Cyclical Specialty Retail
Address 969 Broadway 94607
Oakland, CA, US
CEO James G. Reinhart
IPO 2021-03-26
CIK 1484778 ISIN US88556E1029

Explore sections of this company profile

Description

ThredUp Inc., along with its affiliated entities, manages digital marketplaces where users can buy and sell pre-owned apparel, footwear, and accessories primarily for women and children. This company was founded in 2009 and maintains its primary corporate office in Oakland, California.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

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
USD6.64 +0.30 (+4.73%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
1.98
Float Shares
100.91M
Free Float %
79.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-5.71% -13.33% +14.10% -4.67% -47.23% -32.86% -30.47% +53.21% -78.59% -78.55% -78.55%
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 (14 ratings, all time) Buy
Price Targets & DCF
Current price
6.64
Low 2.00 -69.9%
Consensus 6.67 +0.5%
Median 4.50 -32.2%
High 14.00 +110.8%
DCF (Unlevered) 3.73 -43.9%
DCF (Levered) 4.98 -25.0%

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) 86% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 6 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
12.50
+88.3%
All Time 7
6.14
-7.5%
Quality scores
Altman Z-Score
-0.06
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Specialty Retail: +6.4%
    +19.5% Q1'26: +14.6% (vs Q1'25)
  • EPS growth Specialty Retail: +20.6%
    +75.4% Q1'26: -25.0% (vs Q1'25)
  • FCF margin FCF growth · Specialty Retail: +29.3%
    -7.6% Q1'26: +0.8% (vs Q1'25)
  • EBIT margin Specialty Retail: +5.4%
    -5.9% Q1'26: -8.1% (vs Q1'25)
  • ROIC Specialty Retail: +6.5%
    -28.9% Q1'26: -42.4% (vs Q1'25)
  • Share dilution Specialty Retail: +0.1%
    +8.7% Q1'26: +9.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Specialty Retail: 0.14×
    -9.81× Q1'26: -3.97× (vs Q1'25)
Valuation Multiples From To
DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.08) × ERP
WACC = 91% × Ke + 9% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 3.71 Current price: 6.64
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
5 Rev. Ana.
3 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
251.79M
est: 248.93M (+1.2%)
288.38M
est: 280.13M (+2.9%)
258.50M
est: 322.79M (-19.9%)
260.03M
est: 294.51M (-11.7%)
310.81M
est: 308.28M (+0.8%)
354.88M
354.10M – 356.00M
+15.1% YoY
391.69M
390.89M – 392.29M
+10.4% YoY
422.00M
418.71M – 425.31M
+7.7% YoY
438.00M
434.58M – 441.44M
+3.8% YoY
468.60M
464.94M – 472.28M
+7.0% YoY
EBITDA
-51.67M
est: -45.30M (-14.1%)
-77.41M
est: -50.97M (-51.9%)
-35.87M
est: 67.44M (-153.2%)
-20.12M
est: 61.54M (-132.7%)
-5.31M
est: 64.41M (-108.2%)
74.15M
73.98M – 74.38M
+15.1% YoY
81.84M
81.67M – 81.96M
+10.4% YoY
88.17M
87.48M – 88.87M
+7.7% YoY
91.52M
90.80M – 92.23M
+3.8% YoY
97.91M
97.14M – 98.68M
+7.0% YoY
EBIT
-60.82M
est: -57.08M (-6.6%)
-91.44M
est: -64.23M (-42.4%)
-50.10M
est: 51.22M (-197.8%)
-37.45M
est: 46.73M (-180.1%)
-18.24M
est: 48.92M (-137.3%)
56.31M
56.19M – 56.49M
+15.1% YoY
62.15M
62.02M – 62.25M
+10.4% YoY
66.96M
66.44M – 67.49M
+7.7% YoY
69.50M
68.96M – 70.05M
+3.8% YoY
74.36M
73.78M – 74.94M
+7.0% YoY
Net Income
-63.18M
est: -78.98M (+20.0%)
-92.28M
est: -104.58M (+11.8%)
-71.25M
est: -70.90M (-0.5%)
-76.99M
est: -68.96M (-11.6%)
-20.21M
est: -21.47M (+5.9%)
-11.92M
-12.75M – -10.20M
+44.5% YoY
-7.76M
-7.84M – -4.48M
+34.9% YoY
6.96M
6.89M – 7.03M
+189.7% YoY
34.07M
33.73M – 34.42M
+389.6% YoY
51.11M
50.59M – 51.63M
+50.0% YoY
SGA
112.44M
est: 104.67M (+7.4%)
126.18M
est: 117.79M (+7.1%)
108.13M
est: 134.30M (-19.5%)
105.53M
est: 122.54M (-13.9%)
115.64M
est: 128.26M (-9.8%)
147.65M
147.33M – 148.12M
+15.1% YoY
162.97M
162.63M – 163.22M
+10.4% YoY
175.58M
174.21M – 176.96M
+7.7% YoY
182.23M
180.81M – 183.67M
+3.8% YoY
194.97M
193.44M – 196.50M
+7.0% YoY
EPS
-0.82
est: -0.71 (-16.2%)
-0.92
est: -0.93 (+1.5%)
-0.68
est: -0.58 (-16.7%)
-0.69
est: -0.57 (-21.8%)
-0.17
est: -0.16 (-6.1%)
-0.09
-0.10 – -0.08
+41.2% YoY
-0.05
-0.06 – -0.04
+51.2% YoY
0.06
0.06 – 0.06
+224.2% YoY
0.28
0.28 – 0.28
+389.6% YoY
0.42
0.42 – 0.42
+50.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 Wells Fargo Overweight Overweight Maintain
2026-04-29 TD Cowen Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-08 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-07 C- 1/5 3/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-05-05 C- 1/5 3/5 1/5 1/5 2/5 1/5 1/5
2026-05-04 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-05-01 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-30 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-29 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-28 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-27 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-24 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-23 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-22 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-21 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-20 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-17 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-04-16 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
27.80M
OE per share TTM
0.22
Owner's Yield
4.78%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
37.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
18
Total invested
1.64M
Insider transactions (90d)
5
Beneficial owners (>5%)
24
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Inc. 5.81M 6.89% 5.81M 5.81M HC Minnesota 2024-11-14
2 George A. Needham 4.30M 5.45% 4.30M 4.30M HC, IN Delaware 2024-03-14
3 Needham Aggressive Growth Fund 4.30M 5.45% 4.30M 4.30M IV, OO Delaware 2024-03-14
4 Needham Asset Management, LLC 4.30M 5.45% 4.30M 4.30M HC, OO Delaware 2024-03-14
5 Needham Investment Management L.L.C. 4.30M 5.45% 4.30M 4.30M IA, OO Delaware 2024-03-14
6 (1) BlackRock, Inc. 3.80M 5.40% 3.73M 3.80M HC Delaware 2023-02-03
7 Mark Suster 3.62M 3.70% 3.62M IN 2022-02-14
8 Upfront Ventures Management, LLC 3.62M 3.70% 3.62M OO Delaware 2022-02-14
9 Yves B. Sisteron 3.62M 3.70% 3.62M IN United States of America 2022-02-14
10 52-0556948 2.63M 5.00% 778.1K 2.63M IA Maryland 2022-02-14
11 Abigail P. Johnson 2.28M 3.48% 2.28M IN Delaware 2022-09-12
12 FMR LLC 2.28M 3.48% 2.28M 2.28M HC Delaware 2022-09-12
13 Upfront GP IV, L.P. 1.98M 2.00% 1.98M PN 2022-02-14
14 Upfront IV L.P. 1.98M 2.00% 1.98M PN 2022-02-14
15 Upfront Growth GP II, LLC 919.2K 0.90% 919.2K OO Delaware 2022-02-14
16 Upfront Growth II, L.P. 919.2K 0.90% 919.2K PN 2022-02-14
17 Fifth Street Station LLC 907.9K 4.20% 907.9K 907.9K OO 2022-02-14
18 Upfront Growth GP I, LLC 612.8K 0.60% 612.8K OO 2022-02-14
19 Upfront Growth I, L.P. 612.8K 0.60% 612.8K PN 2022-02-14
20 Palouse Investment LLC 203.0K 0.90% 203.0K 203.0K OO Delaware 2022-02-14
21 Palouse Investment Management Inc. 203.0K 0.90% 203.0K 203.0K OO 2022-02-14
22 Upfront IV Ancillary GP, LLC 113.5K 0.10% 113.5K OO Delaware 2022-02-14
23 Upfront IV Ancillary, L.P. 113.5K 0.10% 113.5K PN 2022-02-14
24 VC Asset Management LLC 0.00% OO Delaware 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
18
-177 vs prev Q
New positions
2
Closed positions
173
Increased
7
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 CAPITAL WORLD INVESTORS 8.71M +— (+0.0%) 55.64M -26.6M (-32.4%) 7.03% -0.212 pp 0.01% -0.004 pp USD5.52 +15.8% 18 qtrs
2 BLACKROCK, INC. 8.31M +502.9K (+6.4%) 53.12M -20.7M (-28.0%) 6.71% +0.216 pp 0.00% 0.000 pp USD3.46 +84.7% 6 qtrs
3 VANGUARD GROUP INC 7.53M +616.1K (+8.9%) 48.12M -17.2M (-26.4%) 6.08% +0.329 pp 0.00% 0.000 pp USD10.20 -37.4% 20 qtrs
4 NEEDHAM INVESTMENT MANAGEMENT LLC 6.08M +400.0K (+7.0%) 38.82M -14.8M (-27.6%) 4.90% +0.185 pp 2.45% -1.288 pp USD2.43 +163.0% 18 qtrs
5 MARSHALL WACE, LLP 4.83M +509.2K (+11.8%) 30.83M -10.0M (-24.4%) 3.89% +0.306 pp 0.03% -0.013 pp USD4.24 +50.7% 12 qtrs
6 FMR LLC 3.15M +1.0M (+47.3%) 20.15M -86.2K (-0.4%) 2.55% +0.765 pp 0.00% +0.000 pp USD7.81 -18.2% 20 qtrs
7 STATE STREET CORP 2.89M +598.8K (+26.2%) 18.44M -3.2M (-14.7%) 2.33% +0.428 pp 0.00% 0.000 pp USD7.28 -12.2% 19 qtrs
8 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.49M +435.2K (+21.2%) 15.92M -3.5M (-18.1%) 2.01% +0.301 pp 0.01% -0.003 pp USD7.61 -16.0% 13 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 2.42M +162.0K (+7.2%) 15.44M -5.9M (-27.5%) 1.95% +0.076 pp 0.00% 0.000 pp USD6.27 +1.9% 19 qtrs
10 RENAISSANCE TECHNOLOGIES LLC 2.29M +12.1K (+0.5%) 14.65M -6.9M (-32.0%) 1.85% -0.046 pp 0.02% -0.006 pp USD4.85 +31.8% 14 qtrs
11 ACADIAN ASSET MANAGEMENT LLC 2.23M +28.3K (+1.3%) 14.25M -6.6M (-31.5%) 1.80% -0.031 pp 0.02% -0.013 pp USD2.49 +156.6% 13 qtrs
12 DRIEHAUS CAPITAL MANAGEMENT LLC 2.16M -339.6K (-13.6%) 13.82M -9.8M (-41.6%) 1.75% -0.335 pp 0.09% -0.076 pp USD8.37 -23.7% 3 qtrs
13 GILDER GAGNON HOWE & CO LLC 2.05M +772.1K (+60.3%) 13.11M +1.0M (+8.4%) 1.66% +0.592 pp 0.14% +0.015 pp USD8.24 -22.5% 3 qtrs
14 MILLENNIUM MANAGEMENT LLC 1.93M -810.1K (-29.6%) 12.34M -13.6M (-52.4%) 1.56% -0.721 pp 0.01% -0.006 pp USD5.66 +12.9% 20 qtrs
15 WOODSON CAPITAL MANAGEMENT, LP 1.80M +1.8M (+100.0%) 11.50M +11.5M (+100.0%) 1.45% +1.453 pp 1.59% +1.594 pp USD6.39 +0.0% 1 qtrs NEW
16 NUVEEN, LLC 1.61M +460.1K (+40.1%) 10.26M -567.5K (-5.2%) 1.30% +0.343 pp 0.00% 0.000 pp USD6.50 -1.7% 4 qtrs
17 QUBE RESEARCH & TECHNOLOGIES LTD 1.56M +915.2K (+142.8%) 9.94M +3.9M (+64.2%) 1.26% +0.723 pp 0.01% +0.004 pp USD6.64 -3.8% 4 qtrs
18 GOLDMAN SACHS GROUP INC 1.52M -413.5K (-21.4%) 9.73M -8.6M (-46.8%) 1.23% -0.381 pp 0.00% -0.001 pp USD9.52 -32.9% 17 qtrs
19 BLAIR WILLIAM & CO/IL 1.51M +71.8K (+5.0%) 9.62M -3.9M (-29.0%) 1.22% +0.023 pp 0.03% -0.010 pp USD1.83 +249.2% 10 qtrs
20 BLOOMBERGSEN INC. 1.27M +393.4K (+44.7%) 8.14M -181.8K (-2.2%) 1.03% +0.296 pp 0.59% +0.078 pp USD4.68 +36.5% 7 qtrs
21 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 1.20M -179.9K (-13.0%) 7.67M -5.4M (-41.2%) 0.97% -0.179 pp 0.02% -0.021 pp USD5.31 +20.3% 5 qtrs
22 TREXQUANT INVESTMENT LP 994.8K +42.2K (+4.4%) 6.36M -2.6M (-29.4%) 0.80% +0.011 pp 0.06% -0.036 pp USD8.54 -25.2% 3 qtrs
23 DIVISADERO STREET CAPITAL MANAGEMENT, LP 993.9K -300.0 (0.0%) 6.35M -3.0M (-32.4%) 0.80% -0.024 pp 0.30% -0.113 pp USD9.45 -32.4% 2 qtrs
24 FEDERATED HERMES, INC. 943.7K +215.4K (+29.6%) 6.03M -852.7K (-12.4%) 0.76% +0.156 pp 0.01% -0.002 pp USD7.64 -16.4% 3 qtrs
25 TWO SIGMA INVESTMENTS, LP 905.4K +286.4K (+46.3%) 5.79M -64.4K (-1.1%) 0.73% +0.216 pp 0.01% -0.001 pp USD5.65 +13.1% 17 qtrs
26 TOCQUEVILLE ASSET MANAGEMENT L.P. 880.0K +— (+0.0%) 5.62M -2.7M (-32.4%) 0.71% -0.021 pp 0.08% -0.039 pp USD2.41 +165.1% 4 qtrs
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 866.1K +23.3K (+2.8%) 5.53M -2.4M (-30.5%) 0.70% -0.002 pp 0.00% 0.000 pp USD7.49 -14.7% 17 qtrs
28 NORTHERN TRUST CORP 855.2K -16.0K (-1.8%) 5.46M -2.8M (-33.6%) 0.69% -0.034 pp 0.00% 0.000 pp USD5.86 +9.0% 19 qtrs
29 POINT72 ASSET MANAGEMENT, L.P. 836.0K +195.6K (+30.5%) 5.34M -709.9K (-11.7%) 0.67% +0.142 pp 0.01% -0.004 pp USD8.73 -26.8% 2 qtrs
30 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 800.1K +18.2K (+2.3%) 5.11M -2.3M (-30.8%) 0.65% -0.004 pp 0.34% -0.126 pp USD9.38 -31.9% 2 qtrs
31 TWO SIGMA ADVISERS, LP 752.9K +189.3K (+33.6%) 4.81M -515.0K (-9.7%) 0.61% +0.139 pp 0.01% -0.001 pp USD5.04 +26.8% 9 qtrs
32 BNP PARIBAS ARBITRAGE, SNC 744.6K +29.1K (+4.1%) 4.76M -2.0M (-29.6%) 0.60% +0.006 pp 0.00% -0.002 pp USD8.21 -22.2% 5 qtrs
33 LORD, ABBETT & CO. LLC 741.2K -753.0 (-0.1%) 4.74M -2.3M (-32.4%) 0.60% -0.019 pp 0.01% -0.006 pp USD9.45 -32.4% 2 qtrs
34 PANAGORA ASSET MANAGEMENT INC 736.4K +29.1K (+4.1%) 4.71M -2.0M (-29.6%) 0.59% +0.006 pp 0.02% -0.010 pp USD4.61 +38.6% 14 qtrs
35 MORGAN STANLEY 733.8K -727.2K (-49.8%) 4.69M -9.1M (-66.0%) 0.59% -0.623 pp 0.00% -0.001 pp USD7.06 -9.5% 20 qtrs
36 MAVERICK CAPITAL LTD 691.7K +268.7K (+63.5%) 4.42M +422.6K (+10.6%) 0.56% +0.207 pp 0.05% -0.006 pp USD7.06 -9.5% 3 qtrs
37 CITADEL ADVISORS LLC 668.7K -170.8K (-20.3%) 4.27M -3.7M (-46.1%) 0.54% -0.158 pp 0.00% -0.001 pp USD6.66 -4.1% 4 qtrs
38 JUMP FINANCIAL, LLC 639.6K +120.0K (+23.1%) 4.09M -823.3K (-16.8%) 0.52% +0.084 pp 0.05% -0.009 pp USD8.62 -25.9% 3 qtrs
39 SQUAREPOINT OPS LLC 587.1K +170.3K (+40.8%) 3.75M -187.5K (-4.8%) 0.47% +0.127 pp 0.00% +0.000 pp USD6.50 -1.7% 9 qtrs
40 TUDOR INVESTMENT CORP ET AL 577.0K -81.3K (-12.4%) 3.69M -2.5M (-40.7%) 0.47% -0.082 pp 0.01% -0.004 pp USD8.08 -20.9% 3 qtrs
41 ZWEIG-DIMENNA ASSOCIATES LLC 538.5K +538.5K (+100.0%) 3.44M +3.4M (+100.0%) 0.43% +0.435 pp 0.21% +0.214 pp USD6.39 +0.0% 1 qtrs NEW
42 READYSTATE ASSET MANAGEMENT LP 536.5K -180.0K (-25.1%) 3.43M -3.3M (-49.4%) 0.43% -0.163 pp 0.14% -0.150 pp USD7.59 -15.8% 3 qtrs
43 JPMORGAN CHASE & CO 485.1K -205.6K (-29.8%) 3.10M -3.4M (-52.5%) 0.39% -0.183 pp 0.00% 0.000 pp USD6.96 -8.2% 20 qtrs
44 GLUSKIN SHEFF & ASSOC INC 463.1K +463.1K (+100.0%) 2.96M +3.0M (+100.0%) 0.37% +0.374 pp 0.41% +0.411 pp USD6.39 +0.0% 1 qtrs NEW
45 ENGINEERS GATE MANAGER LP 449.1K +96.5K (+27.4%) 2.87M -462.2K (-13.9%) 0.36% +0.069 pp 0.03% -0.004 pp USD7.69 -16.9% 3 qtrs
46 SEI INVESTMENTS CO 378.2K +116.1K (+44.3%) 2.42M -60.5K (-2.4%) 0.31% +0.087 pp 0.00% 0.000 pp USD7.18 -11.0% 7 qtrs
47 CASTLEARK MANAGEMENT LLC 373.3K +373.3K (+100.0%) 2.39M +2.4M (+100.0%) 0.30% +0.301 pp 0.07% +0.070 pp USD6.39 +0.0% 1 qtrs NEW
48 UBS GROUP AG 370.8K +125.4K (+51.1%) 2.37M +50.2K (+2.2%) 0.30% +0.095 pp 0.00% +0.000 pp USD6.72 -4.9% 19 qtrs
49 PRUDENTIAL FINANCIAL INC 351.4K -2.8M (-88.7%) 2.25M -27.2M (-92.4%) 0.28% -2.304 pp 0.00% -0.032 pp USD8.62 -25.9% 4 qtrs
50 ARCHON CAPITAL MANAGEMENT LLC 347.3K +100.8K (+40.9%) 2.22M -110.0K (-4.7%) 0.28% +0.075 pp 1.26% -0.125 pp USD4.03 +58.6% 5 qtrs
51 G2 INVESTMENT PARTNERS MANAGEMENT LLC 340.0K -9.4K (-2.7%) 2.17M -1.1M (-34.2%) 0.27% -0.016 pp 0.52% -0.151 pp USD9.45 -32.4% 2 qtrs
52 MYDA ADVISORS LLC 340.0K +340.0K (+100.0%) 2.17M +2.2M (+100.0%) 0.27% +0.274 pp 0.41% +0.414 pp USD6.39 +0.0% 1 qtrs NEW
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 339.0K -98.4K (-22.5%) 2.17M -2.0M (-47.6%) 0.27% -0.090 pp 0.00% 0.000 pp USD6.28 +1.8% 19 qtrs
54 BALYASNY ASSET MANAGEMENT L.P. 333.1K -144.7K (-30.3%) 2.13M -2.4M (-52.9%) 0.27% -0.129 pp 0.00% -0.003 pp USD8.70 -26.6% 3 qtrs
55 BANK OF NEW YORK MELLON CORP 305.6K +3.5K (+1.1%) 1.95M -902.5K (-31.6%) 0.25% -0.005 pp 0.00% 0.000 pp USD5.84 +9.4% 19 qtrs
56 PENN CAPITAL MANAGEMENT COMPANY, LLC 245.3K +245.3K (+100.0%) 1.57M +1.6M (+100.0%) 0.20% +0.198 pp 0.12% +0.125 pp USD6.39 +0.0% 1 qtrs NEW
57 JANE STREET GROUP, LLC 239.8K -211.2K (-46.8%) 1.53M -2.7M (-64.0%) 0.19% -0.181 pp 0.00% 0.000 pp USD9.45 -32.4% 19 qtrs
58 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 239.5K +60.4K (+33.7%) 1.53M -161.0K (-9.5%) 0.19% +0.044 pp 0.35% +0.060 pp USD5.95 +7.4% 4 qtrs
59 BANK OF AMERICA CORP /DE/ 233.5K +1.8K (+0.8%) 1.49M -698.0K (-31.9%) 0.19% -0.004 pp 0.00% +0.000 pp USD7.15 -10.6% 20 qtrs
60 BARCLAYS PLC 212.2K +108.2K (+104.0%) 1.36M +1.3M (+1,448.0%) 0.17% +0.085 pp 0.00% +0.000 pp USD5.40 +18.3% 16 qtrs
61 CANADA PENSION PLAN INVESTMENT BOARD 210.5K +210.5K (+100.0%) 1.35M +1.3M (+100.0%) 0.17% +0.170 pp 0.00% +0.001 pp USD6.39 +0.0% 1 qtrs NEW
62 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 200.0K +39.9K (+24.9%) 1.28M -234.9K (-15.5%) 0.16% +0.028 pp 0.00% -0.001 pp USD8.84 -27.7% 2 qtrs
63 SWISS NATIONAL BANK 191.4K +14.0K (+7.9%) 1.22M -453.4K (-27.0%) 0.15% +0.007 pp 0.00% 0.000 pp USD9.23 -30.8% 2 qtrs
64 D. E. SHAW & CO., INC. 176.6K +176.6K (+100.0%) 1.13M +1.1M (+100.0%) 0.14% +0.143 pp 0.00% +0.001 pp USD6.39 +0.0% 1 qtrs NEW
65 Y-INTERCEPT (HONG KONG) LTD 176.2K +62.4K (+54.9%) 1.13M +50.9K (+4.7%) 0.14% +0.048 pp 0.03% -0.001 pp USD7.10 -10.0% 3 qtrs
66 PEAK6 LLC 172.6K +2.8K (+1.7%) 1.10M -501.4K (-31.3%) 0.14% -0.002 pp 0.00% 0.000 pp USD1.74 +267.2% 5 qtrs
67 AQR CAPITAL MANAGEMENT LLC 155.6K -30.8K (-16.5%) 994.4K -767.6K (-43.6%) 0.13% -0.029 pp 0.00% -0.001 pp USD5.44 +17.5% 14 qtrs
68 DIKER MANAGEMENT LLC 152.6K +9.0K (+6.3%) 974.8K -381.8K (-28.1%) 0.12% +0.004 pp 0.75% -0.342 pp USD3.19 +100.3% 10 qtrs
69 POLEN CAPITAL MANAGEMENT LLC 145.6K +35.2K (+31.9%) 930.5K -112.5K (-10.8%) 0.12% +0.026 pp 0.00% +0.001 pp USD8.00 -20.1% 3 qtrs
70 UBS ASSET MANAGEMENT AMERICAS INC 132.4K +3.1K (+2.4%) 846.0K -376.0K (-30.8%) 0.11% -0.001 pp 0.00% 0.000 pp USD9.06 -29.5% 3 qtrs
71 CRAWFORD FUND MANAGEMENT, LLC 129.0K +129.0K (+100.0%) 824.3K +824.3K (+100.0%) 0.10% +0.104 pp 0.11% +0.109 pp USD6.39 +0.0% 1 qtrs NEW
72 XTX TOPCO LTD 122.7K -17.7K (-12.6%) 784.0K -542.7K (-40.9%) 0.10% -0.018 pp 0.02% -0.048 pp USD7.41 -13.8% 5 qtrs
73 WELLS FARGO & COMPANY/MN 116.7K +53.7K (+85.2%) 745.8K +150.2K (+25.2%) 0.09% +0.042 pp 0.00% +0.000 pp USD4.89 +30.7% 20 qtrs
74 ATOM INVESTORS LP 112.1K +112.1K (+100.0%) 716.1K +716.1K (+100.0%) 0.09% +0.090 pp 0.06% +0.057 pp USD6.39 +0.0% 1 qtrs NEW
75 RHUMBLINE ADVISERS 111.5K -14.5K (-11.5%) 712.6K -478.0K (-40.1%) 0.09% -0.015 pp 0.00% 0.000 pp USD3.51 +82.1% 15 qtrs
76 SHAY CAPITAL LLC 111.2K +111.2K (+100.0%) 710.6K +710.6K (+100.0%) 0.09% +0.090 pp 0.07% +0.073 pp USD6.39 +0.0% 1 qtrs NEW
77 GRAHAM CAPITAL MANAGEMENT, L.P. 110.1K +40.9K (+59.1%) 703.5K +49.7K (+7.6%) 0.09% +0.031 pp 0.02% +0.007 pp USD7.46 -14.3% 3 qtrs
78 BYRNE ASSET MANAGEMENT LLC 110.0K -850.0 (-0.8%) 702.9K -344.6K (-32.9%) 0.09% -0.003 pp 0.39% -0.256 pp USD7.49 -14.7% 3 qtrs
79 103.2K +103.2K (+100.0%) 659.6K +659.6K (+100.0%) 0.08% +0.083 pp 0.37% +0.366 pp USD6.39 +0.0% 1 qtrs NEW
80 SCHONFELD STRATEGIC ADVISORS LLC 102.9K +72.0K (+232.9%) 657.7K +365.6K (+125.1%) 0.08% +0.057 pp 0.00% +0.001 pp USD6.72 -4.9% 3 qtrs
81 LEGAL & GENERAL GROUP PLC 94.6K +262.0 (+0.3%) 604.2K -286.9K (-32.2%) 0.08% -0.002 pp 0.00% 0.000 pp USD8.91 -28.3% 17 qtrs
82 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 93.3K +7.8K (+9.1%) 596.1K -211.9K (-26.2%) 0.08% +0.004 pp 0.00% 0.000 pp USD9.01 -29.1% 17 qtrs
83 RUSSELL INVESTMENTS GROUP, LTD. 93.2K -139.0K (-59.9%) 591.0K -1.6M (-73.1%) 0.08% -0.118 pp 0.00% -0.002 pp USD9.45 -32.4% 4 qtrs
84 BREVAN HOWARD CAPITAL MANAGEMENT LP 91.5K +49.5K (+118.0%) 584.5K +188.0K (+47.4%) 0.07% +0.039 pp 0.01% +0.005 pp USD7.79 -18.0% 2 qtrs
85 GOTHAM ASSET MANAGEMENT, LLC 89.9K -129.9K (-59.1%) 574.7K -1.5M (-72.3%) 0.07% -0.110 pp 0.00% -0.007 pp USD8.44 -24.3% 3 qtrs
86 ALLIANCEBERNSTEIN L.P. 89.5K +— (+0.0%) 572.0K -273.9K (-32.4%) 0.07% -0.002 pp 0.00% 0.000 pp USD6.22 +2.7% 7 qtrs
87 QUANTBOT TECHNOLOGIES LP 87.7K +87.7K (+100.0%) 560.2K +560.2K (+100.0%) 0.07% +0.071 pp 0.02% +0.019 pp USD6.39 +0.0% 1 qtrs NEW
88 WALLEYE TRADING LLC 86.7K -100.0 (-0.1%) 554.0K -266.2K (-32.5%) 0.07% -0.002 pp 0.00% -0.001 pp USD9.45 -32.4% 2 qtrs
89 MAN GROUP PLC 85.5K +29.2K (+51.8%) 546.0K +14.0K (+2.6%) 0.07% +0.022 pp 0.00% +0.000 pp USD8.41 -24.0% 2 qtrs
90 BOOTHBAY FUND MANAGEMENT, LLC 76.8K -32.4K (-29.6%) 491.0K -541.1K (-52.4%) 0.06% -0.029 pp 0.01% -0.008 pp USD9.45 -32.4% 2 qtrs
91 INVESCO LTD. 75.4K -1.0M (-93.3%) 481.8K -10.1M (-95.5%) 0.06% -0.873 pp 0.00% -0.002 pp USD7.35 -13.1% 17 qtrs
92 DEUTSCHE BANK AG\ 73.2K -292.5K (-80.0%) 467.9K -3.0M (-86.5%) 0.06% -0.245 pp 0.00% -0.001 pp USD6.90 -7.4% 15 qtrs
93 ROYAL BANK OF CANADA 67.3K +30.3K (+81.7%) 430.0K +80.0K (+22.9%) 0.05% +0.024 pp 0.00% +0.000 pp USD6.38 +0.2% 20 qtrs
94 CETERA INVESTMENT ADVISERS 65.9K +65.9K (+100.0%) 421.3K +421.3K (+100.0%) 0.05% +0.053 pp 0.00% +0.001 pp USD6.39 +0.0% 1 qtrs NEW
95 UTAH RETIREMENT SYSTEMS 63.2K +— (+0.0%) 404.1K -193.5K (-32.4%) 0.05% -0.002 pp 0.00% -0.002 pp USD12.76 -49.9% 17 qtrs
96 SIMPLICITY WEALTH,LLC 62.8K +— (+0.0%) 401.0K -192.0K (-32.4%) 0.05% -0.002 pp 0.02% -0.010 pp USD4.87 +31.2% 6 qtrs
97 ROUND ROCK ADVISORS, LLC 59.4K +59.4K (+100.0%) 379.8K +379.8K (+100.0%) 0.05% +0.048 pp 0.06% +0.057 pp USD6.39 +0.0% 1 qtrs NEW
98 STATE OF WISCONSIN INVESTMENT BOARD 58.1K -2.8K (-4.6%) 371.4K -204.5K (-35.5%) 0.05% -0.004 pp 0.00% -0.001 pp USD9.45 -32.4% 2 qtrs
99 ENTROPY TECHNOLOGIES, LP 56.3K +15.3K (+37.4%) 359.5K -27.5K (-7.1%) 0.05% +0.011 pp 0.02% -0.009 pp USD8.62 -25.9% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 77 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 ProShares - Online Retail ETF ONLN 2.72% 1.73M 0.58%
2 State Street SPDR S&P Retail ETF XRT 1.42% 6.17M 0.35%
3 City Different Investments Global Equity ETF CDIG 0.74% 298.9K 0.75%
4 Direxion Daily Retail Bull 3X Shares RETL 0.29% 91.3K 0.96%
5 Inspire Small/Mid Cap ETF ISMD 0.20% 649.5K 0.53%
6 Fidelity Enhanced Small Cap ETF FESM 0.18% 10.40M 0.28%
7 iShares Micro-Cap ETF IWC 0.16% 2.32M 0.60%
8 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.11% 1.17M 0.20%
9 Nuveen ESG Small-Cap ETF NUSC 0.05% 629.5K 0.31%
10 iShares Russell 2000 Growth ETF IWO 0.04% 6.40M 0.24%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
5
Sells
0
Shares acquired
19.5K
Shares disposed
Cash buys
Cash sales
Net activity
+19,531
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
2026-04-22 Rushing Coretha M Director A-Award A Class A Common Stock 3,488 0.00 153,896 D
2026-04-22 Paransky Noam Director A-Award A Class A Common Stock 3,488 0.00 647,042 D
2026-04-22 Nakache Patricia Director A-Award A Class A Common Stock 5,231 0.00 303,318 D
2026-04-22 HALEY TIMOTHY M Director A-Award A Class A Common Stock 3,836 0.00 277,104 D
2026-04-22 Friedman Ian Director A-Award A Class A Common Stock 3,488 0.00 417,071 D
2026-03-10 Nakache Patricia Director P-Purchase A Class A Common Stock 13,157 3.73 49.1K 14,017 I
2026-03-04 Reinhart James G. Director / Officer M-Exempt A Class B Common Stock 280,000 0.00 726,117 D
2026-03-03 Sobers Sean Officer S-Sale D Class A Common Stock 24,303 3.82 92.8K 587,455 D
2026-03-03 Reinhart James G. Director / Officer S-Sale D Class A Common Stock 108,543 3.82 414.7K 983,115 D
2026-03-03 Homer Christopher Officer S-Sale D Class A Common Stock 30,951 3.82 118.2K 1,313,696 D
2026-02-25 Rushing Coretha M Director A-Award A Class A Common Stock 2,211 0.00 150,408 D
2026-02-25 Paransky Noam Director A-Award A Class A Common Stock 2,211 0.00 643,554 D
2026-02-25 Nakache Patricia Director A-Award A Class A Common Stock 3,317 0.00 298,087 D
2026-02-25 HALEY TIMOTHY M Director A-Award A Class A Common Stock 2,432 0.00 273,268 D
2026-02-25 Friedman Ian Director A-Award A Class A Common Stock 2,211 0.00 413,583 D
2026-01-28 Sobers Sean Officer A-Award A Restricted Stock Units 283,312 0.00 636,646 D
2026-01-28 Reinhart James G. Director / Officer A-Award A Restricted Stock Units 627,793 0.00 2,187,809 D
2026-01-28 Homer Christopher Officer A-Award A Restricted Stock Units 344,941 0.00 878,275 D
2025-12-02 Sobers Sean Officer S-Sale D Class A Common Stock 18,883 7.42 140.1K 513,120 D
2025-12-02 Reinhart James G. Director / Officer S-Sale D Class A Common Stock 85,824 7.42 637.0K 706,844 D
2025-12-02 Homer Christopher Officer S-Sale D Class A Common Stock 26,193 7.42 194.4K 1,170,567 D
2025-12-01 Sobers Sean Officer M-Exempt A Class A Common Stock 36,958 0.00 514,369 D
2025-12-01 Reinhart James G. Director / Officer M-Exempt A Class A Common Stock 166,667 0.00 792,668 D
2025-12-01 Homer Christopher Officer M-Exempt D Restricted Stock Units 39,583 0.00 533,334 D
2025-12-01 Battles Kelly Bodnar Director A-Award A Class A Common Stock 39,422 0.00 39,422 D
2025-11-30 Sobers Sean Officer A-Award A Class A Common Stock 1,069 6.12 6.5K 477,411 D
2025-11-30 Homer Christopher Officer A-Award A Class A Common Stock 558 6.12 3.4K 1,138,523 D
2025-11-07 Reinhart James G. Director / Officer S-Sale D Class A Common Stock 379,826 7.93 3.01M 573,851 D
2025-11-05 NOVA DANIEL J Director P-Purchase A Class A Common Stock 65,000 8.04 522.3K 368,930 I
2025-09-01 Sobers Sean Officer M-Exempt A Class A Common Stock 36,958 0.00 464,348 D
2025-09-01 Reinhart James G. Director / Officer F-InKind D Class A Common Stock 54,596 10.82 590.7K 816,682 D
2025-09-01 Homer Christopher Officer M-Exempt D Restricted Stock Units 39,584 0.00 685,321 D
2025-08-21 Rushing Coretha M Director S-Sale D Class A Common Stock 105,000 10.82 1.14M 148,197 D
2025-08-08 Reinhart James G. Director / Officer S-Sale D Class A Common Stock 406,372 9.91 4.03M 763,764 D
2025-08-07 Sobers Sean Officer S-Sale D Class A Common Stock 50,000 10.04 502.2K 427,390 D
2025-08-06 Sobers Sean Officer S-Sale D Class A Common Stock 100,000 10.04 1.00M 477,390 D
2025-08-06 Reinhart James G. Director / Officer S-Sale D Class A Common Stock 158,514 10.20 1.62M 1,170,136 D
2025-06-01 Sobers Sean Officer F-InKind D Class A Common Stock 18,768 7.20 135.1K 546,628 D
2025-06-01 Reinhart James G. Director / Officer M-Exempt A Class A Common Stock 166,667 0.00 1,358,322 D
2025-06-01 Homer Christopher Officer M-Exempt D Restricted Stock Units 39,583 0.00 837,308 D
2025-05-31 Sobers Sean Officer A-Award A Class A Common Stock 10,000 1.47 14.7K 528,438 D
2025-05-31 Homer Christopher Officer A-Award A Class A Common Stock 3,456 1.47 5.1K 957,479 D
2025-05-21 Rushing Coretha M Director A-Award A Class A Common Stock 43,814 0.00 253,197 D
2025-05-21 Paransky Noam Director A-Award A Class A Common Stock 43,814 0.00 641,343 D
2025-05-21 Nakache Patricia Director A-Award A Class A Common Stock 43,814 0.00 294,770 D
2025-05-21 NOVA DANIEL J Director A-Award A Class A Common Stock 43,814 0.00 231,987 D
2025-05-21 HALEY TIMOTHY M Director A-Award A Class A Common Stock 43,814 0.00 270,836 D
2025-05-21 Ginsberg Amanda Director A-Award A Class A Common Stock 43,814 0.00 228,480 D
2025-05-21 Friedman Ian Director A-Award A Class A Common Stock 43,814 0.00 411,372 D
2025-05-08 Nakache Patricia Director C-Conversion A Class A Common Stock 716,541 0.00 716,541 I
2025-05-07 Reinhart James G. Director / Officer S-Sale D Class A Common Stock 276,378 6.29 1.74M 1,138,737 D
2025-04-21 Nakache Patricia Director C-Conversion A Class A Common Stock 2,076 0.00 2,076 I
2025-04-17 Nakache Patricia Director S-Sale D Class A Common Stock 1,019 3.30 3.4K 0 I
2025-04-16 Nakache Patricia Director C-Conversion D Class B Common Stock 1,514 0.00 6,137 I
2025-04-15 Nakache Patricia Director C-Conversion D Class B Common Stock 1,479 0.00 7,651 I
2025-03-21 Nakache Patricia Director C-Conversion D Class B Common Stock 1,136 0.00 9,130 I
2025-03-20 Nakache Patricia Director C-Conversion A Class A Common Stock 496 0.00 496 I
2025-03-19 Nakache Patricia Director C-Conversion D Class B Common Stock 915 0.00 10,762 I
2025-03-18 Nakache Patricia Director C-Conversion D Class B Common Stock 267 0.00 11,677 I
2025-03-13 Friedman Ian Director P-Purchase A Class A Common Stock 6,810 2.20 15.0K 367,558 D
2025-03-01 Sobers Sean Officer M-Exempt D Restricted Stock Units 27,754 0.00 751,166 D
2025-03-01 Rotem Alon Officer F-InKind D Class A Common Stock 8,097 2.36 19.1K 292,150 D
2025-03-01 Reinhart James G. Director / Officer M-Exempt A Class A Common Stock 107,514 0.00 1,332,716 D
2025-03-01 Homer Christopher Officer M-Exempt D Restricted Stock Units 41,336 0.00 1,141,281 D
2025-02-21 Nakache Patricia Director S-Sale D Class A Common Stock 123 2.73 335.79 0 I
2025-02-20 Nakache Patricia Director S-Sale D Class A Common Stock 328 2.71 888.88 0 I
2025-02-19 Nakache Patricia Director C-Conversion A Class A Common Stock 1,118 0.00 1,118 I
2025-02-18 Nakache Patricia Director C-Conversion D Class B Common Stock 3,073 0.00 24,212 I
2025-02-14 Nakache Patricia Director C-Conversion A Class A Common Stock 34,565 0.00 34,565 I
2025-02-13 Nakache Patricia Director S-Sale D Class A Common Stock 241 2.67 643.47 0 I
2025-02-12 Nakache Patricia Director C-Conversion D Class B Common Stock 471 0.00 15,661 I
2025-02-11 Nakache Patricia Director C-Conversion D Class B Common Stock 1,032 0.00 16,132 I
2025-02-10 Nakache Patricia Director S-Sale D Class A Common Stock 46 2.50 115.00 0 I
2025-02-07 Nakache Patricia Director C-Conversion A Class A Common Stock 107 0.00 107 I
2025-02-06 Nakache Patricia Director C-Conversion A Class A Common Stock 120 0.00 120 I
2025-02-05 Nakache Patricia Director C-Conversion D Class B Common Stock 4,102 0.00 31,242 I
2025-02-04 Nakache Patricia Director C-Conversion D Class B Common Stock 1,682 0.00 19,727 I
2025-02-03 Nakache Patricia Director S-Sale D Class A Common Stock 2,612 2.30 6.0K 0 I
2025-01-31 Nakache Patricia Director C-Conversion D Class B Common Stock 1,337 0.00 43,034 I
2025-01-30 Nakache Patricia Director C-Conversion A Class A Common Stock 78,020 0.00 78,020 I
2025-01-29 Nakache Patricia Director C-Conversion D Class B Common Stock 339 0.00 45,143 I
2025-01-24 Nakache Patricia Director C-Conversion D Class B Common Stock 117,300 0.00 4,593,733 I
2025-01-23 Nakache Patricia Director C-Conversion A Class A Common Stock 616 0.00 1,052 I
2025-01-22 Nakache Patricia Director C-Conversion A Class A Common Stock 909 0.00 909 I
2025-01-21 Nakache Patricia Director C-Conversion D Class B Common Stock 909 0.00 27,289 I
2025-01-17 Nakache Patricia Director C-Conversion A Class A Common Stock 1,445 0.00 1,445 I
2025-01-16 Nakache Patricia Director C-Conversion A Class A Common Stock 192,368 0.00 192,368 I
2025-01-15 Nakache Patricia Director C-Conversion A Class A Common Stock 502,373 0.00 502,373 I
2025-01-14 Nakache Patricia Director C-Conversion A Class A Common Stock 5,342 0.00 6,099 I
2025-01-09 Sobers Sean Officer A-Award A Restricted Stock Units 310,000 0.00 778,920 D
2025-01-09 Rotem Alon Officer A-Award A Restricted Stock Units 215,000 0.00 538,859 D
2025-01-09 Reinhart James G. Director / Officer A-Award A Restricted Stock Units 1,340,000 0.00 3,180,171 D
2025-01-09 Homer Christopher Officer A-Award A Restricted Stock Units 475,000 0.00 1,182,617 D
2024-12-30 Paransky Noam Director A-Award A Class A Common Stock 11,077 0.00 597,529 D
2024-12-13 Ginsberg Amanda Director G-Gift D Class A Common Stock 21,428 0.00 184,666 D
2024-12-11 Reinhart James G. Director / Officer G-Gift D Class B Common Stock 106,700 0.00 0 I
2024-12-09 Nakache Patricia Director S-Sale D Class A Common Stock 406 1.77 718.62 757 I
2024-12-05 Nakache Patricia Director S-Sale D Class A Common Stock 31 1.77 54.87 188 I
2024-12-04 Nakache Patricia Director S-Sale D Class A Common Stock 45 1.77 79.65 219 I
2024-12-03 Nakache Patricia Director S-Sale D Class A Common Stock 98 1.77 173.46 149 I
2024-12-02 Nakache Patricia Director S-Sale D Class A Common Stock 53,969 1.78 96.1K 44,316 I
2024-12-01 Sobers Sean Officer M-Exempt D Restricted Stock Units 27,754 0.00 542,544 D
2024-12-01 Rotem Alon Officer F-InKind D Class A Common Stock 8,081 1.73 14.0K 259,038 D
2024-12-01 Reinhart James G. Director / Officer M-Exempt D Restricted Stock Units 166,666 0.00 1,840,171 D
2024-12-01 Homer Christopher Officer M-Exempt A Class A Common Stock 54,166 0.00 837,001 D
2024-11-30 Sobers Sean Officer A-Award A Class A Common Stock 1,741 1.47 2.6K 405,828 D
2024-11-30 Homer Christopher Officer A-Award A Class A Common Stock 1,741 1.47 2.6K 712,488 D
2024-11-29 Nakache Patricia Director S-Sale D Class A Common Stock 1 1.77 1.77 545 I
2024-11-27 NOVA DANIEL J Director P-Purchase A Class A Common Stock 24,897 1.47 36.5K 303,930 I
2024-11-27 Friedman Ian Director P-Purchase A Class A Common Stock 50,000 1.52 75.8K 360,748 D
2024-11-26 NOVA DANIEL J Director P-Purchase A Class A Common Stock 35,000 1.62 56.6K 279,033 I
2024-11-25 NOVA DANIEL J Director P-Purchase A Class A Common Stock 30,000 1.67 50.0K 244,033 I
2024-11-22 NOVA DANIEL J Director P-Purchase A Class A Common Stock 29,891 1.45 43.4K 214,033 I
2024-11-21 NOVA DANIEL J Director P-Purchase A Class A Common Stock 30,000 1.31 39.2K 184,142 I
2024-11-20 NOVA DANIEL J Director P-Purchase A Class A Common Stock 30,000 1.21 36.2K 154,142 I
2024-11-18 NOVA DANIEL J Director P-Purchase A Class A Common Stock 45,897 1.00 45.9K 124,142 I
2024-11-15 NOVA DANIEL J Director P-Purchase A Class A Common Stock 24,133 0.92 22.3K 78,245 I
2024-11-14 NOVA DANIEL J Director P-Purchase A Class A Common Stock 45,191 0.97 43.7K 54,112 I
2024-11-12 NOVA DANIEL J Director P-Purchase A Class A Common Stock 8,921 0.99 8.8K 8,921 I
2024-09-12 Paransky Noam Director P-Purchase A Class A Common Stock 20,000 0.80 16.0K 566,444
2024-09-09 Friedman Ian Director P-Purchase A Class A Common Stock 25,000 0.72 18.0K 310,748
2024-09-06 Paransky Noam Director P-Purchase A Class A Common Stock 40,000 0.79 31.5K 546,444
2024-09-06 Friedman Ian Director P-Purchase A Class A Common Stock 50,000 0.80 40.0K 285,748
2024-09-05 Paransky Noam Director P-Purchase A Class A Common Stock 80,000 0.85 68.0K 506,444
2024-09-04 Paransky Noam Director P-Purchase A Class A Common Stock 180,000 0.81 145.8K 426,444
2024-09-03 LAZAR JACK R Director P-Purchase A Class A Common Stock 20,000 0.94 18.8K 298,258
2024-09-01 Sobers Sean Officer M-Exempt A Class A Common Stock 27,754 0.00 381,842
2024-09-01 Rotem Alon Officer F-InKind D Class A Common Stock 8,081 0.91 7.4K 225,911
2024-09-01 Reinhart James G. Director / Officer M-Exempt A Class A Common Stock 76,766 0.00 918,015
2024-09-01 Homer Christopher Officer F-InKind D Class A Common Stock 17,093 0.91 15.6K 672,479
2024-08-30 LAZAR JACK R Director P-Purchase A Class A Common Stock 10,000 0.91 9.1K 278,258
2024-08-27 Paranksy Noam Director P-Purchase A Class A Common Stock 90,000 0.80 72.0K 246,444
2024-07-30 Nakache Patricia Director C-Conversion A Class A Common Stock 62,960 0.00 62,960
2024-07-29 Nakache Patricia Director C-Conversion A Class A Common Stock 443 0.00 443
2024-07-26 Nakache Patricia Director C-Conversion A Class A Common Stock 109 0.00 109
2024-07-24 Rushing Coretha M Director A-Award A Class A Common Stock 7,012 0.00 209,383
2024-07-24 Paranksy Noam Director A-Award A Class A Common Stock 7,012 0.00 156,444
2024-07-24 Nakache Patricia Director A-Award A Class A Common Stock 10,518 0.00 250,956
2024-07-24 LAZAR JACK R Director A-Award A Class A Common Stock 9,817 0.00 268,258
2024-07-24 HALEY TIMOTHY M Director A-Award A Class A Common Stock 7,713 0.00 227,022
2024-07-24 Friedman Ian Director A-Award A Class A Common Stock 7,012 0.00 235,748
2024-07-23 Nakache Patricia Director C-Conversion A Class A Common Stock 18,099 0.00 18,099
2024-07-18 Rotem Alon Officer S-Sale D Class A Common Stock 300 2.03 609.00 218,048
2024-07-18 Nakache Patricia Director C-Conversion D Class B Common Stock 346 0.00 38,358
2024-07-17 Rotem Alon Officer S-Sale D Class A Common Stock 23,042 2.01 46.3K 218,348
2024-07-17 Reinhart James G. Director / Officer S-Sale D Class A Common Stock 10,600 2.00 21.2K 841,249
2024-07-15 Nakache Patricia Director C-Conversion D Class B Common Stock 365 0.00 38,704
2024-07-12 Nakache Patricia Director S-Sale D Class A Common Stock 649 1.78 1.2K 0
2024-07-11 Nakache Patricia Director C-Conversion D Class B Common Stock 345 0.00 39,718
2024-07-10 Nakache Patricia Director C-Conversion A Class A Common Stock 4 0.00 4
2024-06-23 Paranksy Noam Director A-Award A Class A Common Stock 149,432 0.00 149,432
2024-06-14 Rotem Alon Officer S-Sale D Class A Common Stock 10,000 1.79 17.9K 241,390
2024-06-03 Nakache Patricia Director C-Conversion D Class B Common Stock 43 0.00 40,065
2024-06-01 Sobers Sean Officer M-Exempt D Restricted Stock Units 27,754 0.00 745,302
2024-06-01 Rotem Alon Officer M-Exempt D Restricted Stock Units 25,750 0.00 458,204
2024-06-01 Reinhart James G. Director / Officer F-InKind D Class A Common Stock 27,391 2.01 55.1K 708,773
2024-06-01 Homer Christopher Officer M-Exempt A Class A Common Stock 41,336 0.00 534,853
2024-05-31 Sobers Sean Officer A-Award A Class A Common Stock 10,000 1.71 17.1K 304,089
2024-05-31 Rotem Alon Officer A-Award A Class A Common Stock 7,491 1.71 12.8K 218,262
2024-05-31 Nakache Patricia Director C-Conversion A Class A Common Stock 76 0.00 76
2024-05-31 Homer Christopher Officer A-Award A Class A Common Stock 10,000 1.71 17.1K 493,517
2024-05-30 Nakache Patricia Director C-Conversion D Class B Common Stock 286 0.00 71,929
2024-05-29 Nakache Patricia Director C-Conversion D Class B Common Stock 201 0.00 72,215
2024-05-28 Nakache Patricia Director C-Conversion A Class A Common Stock 22,618 0.00 22,618
2024-05-16 Nakache Patricia Director C-Conversion D Class B Common Stock 354 0.00 72,640
2024-05-15 Nakache Patricia Director C-Conversion D Class B Common Stock 1,020 0.00 40,746
2024-05-14 Nakache Patricia Director C-Conversion A Class A Common Stock 100,086 0.00 100,086
2024-05-13 Nakache Patricia Director C-Conversion D Class B Common Stock 733 0.00 75,814
2024-05-10 Nakache Patricia Director S-Sale D Class A Common Stock 813 2.05 1.7K 0
2024-05-09 Rotem Alon Officer S-Sale D Class A Common Stock 10,000 2.00 20.0K 210,771
2024-05-07 Nakache Patricia Director S-Sale D Class A Common Stock 1,709 1.92 3.3K 0
2024-05-06 Nakache Patricia Director C-Conversion D Class B Common Stock 598 0.00 45,251
2024-05-03 Nakache Patricia Director C-Conversion A Class A Common Stock 2 0.00 2
2024-04-22 Rushing Coretha M Director A-Award A Class A Common Stock 6,447 0.00 125,008
2024-04-22 Nakache Patricia Director / 10% Owner A-Award A Class A Common Stock 9,670 0.00 163,075
2024-04-22 NOVA DANIEL J Director / 10% Owner A-Award A Class A Common Stock 77,363 0.00 188,173
2024-04-22 LAZAR JACK R Director A-Award A Class A Common Stock 9,026 0.00 181,078
2024-04-22 HALEY TIMOTHY M Director A-Award A Class A Common Stock 7,092 0.00 141,946
2024-04-22 Ginsberg Amanda Director A-Award A Class A Common Stock 77,363 0.00 206,094
2024-04-22 Friedman Ian Director A-Award A Class A Common Stock 6,447 0.00 151,373
2024-04-01 Reinhart James G. Director / Officer S-Sale D Class A Common Stock 20,744 2.00 41.5K 659,398
2024-03-20 Reinhart James G. Director / Officer S-Sale D Class A Common Stock 9,801 2.01 19.7K 680,142
2024-03-19 Reinhart James G. Director / Officer S-Sale D Class A Common Stock 5,000 2.00 10.0K 689,943
2024-03-11 Rotem Alon Officer S-Sale D Class A Common Stock 12,823 1.85 23.7K 220,771
2024-03-01 Sobers Sean Officer M-Exempt D Restricted Stock Units 36,958 0.00 809,722
2024-03-01 Rotem Alon Officer F-InKind D Class A Common Stock 14,198 2.11 30.0K 220,771
2024-03-01 Reinhart James G. Director / Officer F-InKind D Class A Common Stock 59,461 2.11 125.5K 694,943
2024-03-01 Homer Christopher Officer F-InKind D Class A Common Stock 13,679 2.11 28.9K 404,157
2024-02-26 Sobers Sean Officer A-Award A Restricted Stock Units 440,000 0.00 874,434
2024-02-26 Rushing Coretha M Director A-Award A Class A Common Stock 5,779 0.00 118,561
2024-02-26 Rotem Alon Officer A-Award A Restricted Stock Units 309,000 0.00 592,550
2024-02-26 Reinhart James G. Director / Officer A-Award A Restricted Stock Units 2,000,000 0.00 3,243,957
2024-02-26 Nakache Patricia Director / 10% Owner A-Award A Class A Common Stock 8,668 0.00 153,405
2024-02-26 LAZAR JACK R Director A-Award A Class A Common Stock 8,090 0.00 172,052
2024-02-26 Homer Christopher Officer A-Award A Restricted Stock Units 650,000 0.00 1,322,572
2024-02-26 HALEY TIMOTHY M Director A-Award A Class A Common Stock 6,357 0.00 134,854
2024-02-26 Friedman Ian Director A-Award A Class A Common Stock 5,779 0.00 144,926
2024-02-09 Reinhart James G. Director / Officer S-Sale D Class A Common Stock 5,091 2.06 10.5K 469,256
2024-02-09 GS INVESTMENT STRATEGIES, LLC 10% Owner S-Sale D Class A Common Stock 10,400 2.07 21.5K 4,030,718
2024-02-08 Reinhart James G. Director / Officer S-Sale D Class A Common Stock 6,071 2.00 12.1K 474,347

Executive team

Top executives
EBIT / Employee
-11.2K
Shares Outstanding
126.98M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 James Reinhart Chief Executive Officer and Co-Founder 914.7K 1.80M 735.0K 3.45M 52.12%
2 2025 Christopher Homer Chief Operating Officer and Co-Founder 635.0K 636.5K 285.8K 1.56M 40.87%
3 2025 Sean Sobers Chief Financial Officer 635.0K 415.4K 190.5K 1.24M 33.48%
4 2024 James Reinhart Chief Executive Officer and Co-Founder 980.0K 147.0K 3.96M 5.09M 77.85%
5 2024 Christopher Homer Chief Operating Officer and Co-Founder 635.0K 95.3K 1.29M 2.02M 63.80%
6 2024 Sean Sobers Chief Financial Officer 635.0K 95.3K 871.2K 1.60M 54.40%
7 2023 James Reinhart Chief Executive Officer and Co-Founder 980.0K 2.09M 3.07M 68.08%
8 2023 Anthony Marino President 635.0K 1.13M 1.77M 64.07%
9 2023 Christopher Homer Chief Operating Officer and Co-Founder 635.0K 1.13M 1.77M 64.07%
10 2022 James Reinhart Chief Executive Officer and Co-Founder 425.0K 408.8K 7.39M 8.22M 89.86%
11 2022 Anthony Marino President 375.0K 205.4K 3.95M 4.53M 87.20%
12 2022 Christopher Homer Chief Operating Officer and Co-Founder 375.0K 142.8K 3.82M 121.1K 4.46M 85.66%
13 2021 James Reinhart Chief Executive Officer and Co-Founder 330.0K 325.3K 655.3K 0.00%
14 2021 Anthony Marino President 330.0K 211.5K 541.5K 0.00%
15 2021 Christopher Homer Chief Operating Officer and Co-Founder 330.0K 162.7K 492.7K 0.00%
16 2020 James Reinhart Chief Executive Officer and Co-Founder 283.1K 2.03M 266.0K 2.58M 78.75%
17 2020 Anthony Marino President 283.1K 964.6K 172.9K 1.42M 67.90%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-07 DEFA14A
2026-04-07 DEF 14A
2025-04-07 DEFA14A
2025-04-07 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-04 10-Q
2026-04-24 4
2026-04-24 4
2026-04-24 4
2026-04-24 4
2026-04-24 4
2026-04-07 DEFA14A
2026-04-07 DEF 14A
2026-04-07 ARS

Executive team

NameTitleCompensationGender
James G. Reinhart Co-Founder, Chief Executive Officer & Director 2M male
Christopher Homer Co-Founder & Chief Operating Officer 920.8K male
Graden Sean Sobers Chief Financial Officer 825.5K male
Danielle Vermeer Head of Social Commerce
Kristen Brophy Senior Vice President of Marketing female
Lauren Marie Frasch Senior Director of Investor Relations & Strategic Finance female
Alexis Ghorai Senior Vice President of Operations male
Natalie Breece Chief People & Diversity Officer female
Alon Rotem Chief Strategy Officer, Chief Legal Officer & Secretary male
Daniel Demeyere Chief Product & Technology Officer male
ESG Rating
B
SPECIALTY RETAIL
2026
E (Environmental)
77.5 / 59.7
Company / Sector avg.
S (Social)
66.8 / 56.1
Company / Sector avg.
G (Governance)
58.1 / 56.1
Company / Sector avg.
ESG Total
67.5 / 57.3
Company / Sector avg.
ESG Score History SPECIALTY RETAIL
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