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Upstart Holdings, Inc. (UPST)
USD31.35
-0.37 (-1.17%)
US NASDAQ Financial Services Financial - Credit Services
Address
2950 South Delaware Street 94403
San Mateo, CA, US
San Mateo, CA, US
CEO
Paul Gu
Website
upstart.com
IPO
2020-12-16
CIK 1647639 ISIN US91680M1071
Description
Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. The company operates through three segments: Personal Lending, Auto Lending, and Other. Its platform includes unsecured personal loans, small dollar loans, auto refinance, auto retail loans, and auto secured personal loan, and home equity lines of credit. Upstart Holdings, Inc. was founded in 2012 and is headquartered in San Mateo, California.
News Sentiment (7d)
8 articles
- Stock Market Today, July 6: Southeast Asian Mobility Upstart Grab Falls as Uber CEO Exits Board The Motley Fool
- Upstart Holdings, Inc. (UPST) Registers a Bigger Fall Than the Market: Important Facts to Note Zacks Investment Research
- Upstart Publishes June 2026 Origination Volume Business Wire
- Upstart Holdings Inc (UPST) Stock Up 4.5% and Still Undervalued -- GF Score: 61/100 GuruFocus
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD31.35
-0.37 (-1.17%)
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Volume Profile
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Liquidity & share structure
Average Volume
5M
Beta
2.28
Float Shares
83.28M
Free Float %
87.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.96% | -4.00% | +2.13% | -7.78% | -29.73% | -36.34% | -47.43% | +69.86% | -69.68% | -5.53% | -5.53% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (22 ratings, all time)
Buy
Price Targets & DCF
Current price
31.35
Low
30.00
-4.3%
Consensus
38.29
+22.1%
Median
37.00
+18.0%
High
46.00
+46.7%
Ratings Trend (MoM)
53% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 6 | 0 |
| Hold | 6 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 5 |
40.60
+29.5%
|
| Last Quarter | 7 |
38.29
+22.1%
|
| Last Year | 17 |
49.94
+59.3%
|
| All Time | 51 |
57.97
+84.9%
|
Quality scores
Altman Z-Score
1.28
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Credit Services: +13.2%+58.9% ★ Q1'26: +39.8% (vs Q1'25)
-
EPS growth Financial - Credit Services: +24.0%+131.3% ★ Q1'26: -163.8% (vs Q1'25)
-
FCF margin FCF growth · Financial - Credit Services: +70.9%+3.3% Q1'26: -44.1% (vs Q1'25)
-
EBIT margin Financial - Credit Services: +28.7%+5.1% Q1'26: -2.4% (vs Q1'25)
-
ROIC Financial - Credit Services: +5.0%+2.7% Q1'26: -1.7% (vs Q1'25)
-
Share dilution Financial - Credit Services: +0.0%+20.2% Q1'26: +2.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×23.37× Q1'26: -297.95× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 10 Rev. Ana. 8 EPS Ana. |
Dec 2027 10 Rev. Ana. 8 EPS Ana. |
Dec 2028 6 Rev. Ana. 4 EPS Ana. |
Dec 2029 5 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
230.08M
est: 219.54M (+4.8%)
|
849.89M
est: 806.75M (+5.3%)
|
853.29M
est: 830.46M (+2.7%)
|
547.72M
est: 575.96M (-4.9%)
|
676.96M
est: 599.08M (+13.0%)
|
1.08B
est: 1.04B (+3.8%)
|
1.41B
1.36B – 1.45B
+36.1% YoY
|
1.85B
1.79B – 1.90B
+31.3% YoY
|
2.33B
2.33B – 2.33B
+26.0% YoY
|
3.44B
3.30B – 3.55B
+47.4% YoY
|
| EBITDA |
8.23M
est: -20.29M (+140.6%)
|
141.27M
est: 162.43M (-13.0%)
|
-95.56M
est: 177.10M (-154.0%)
|
-215.12M
est: -48.87M (-340.2%)
|
-107.85M
est: -50.83M (-112.2%)
|
79.16M
est: -87.93M (+190.0%)
|
-119.67M
-123.05M – -115.46M
-36.1% YoY
|
-157.19M
-161.44M – -152.09M
-31.3% YoY
|
-198.04M
-198.08M – -198.00M
-26.0% YoY
|
-291.93M
-301.34M – -280.29M
-47.4% YoY
|
| EBIT |
5.95M
est: -25.14M (+123.7%)
|
133.73M
est: -92.37M (+244.8%)
|
-109.07M
est: 22.29M (-589.3%)
|
-240.03M
est: -63.11M (-280.3%)
|
-128.40M
est: -65.64M (-95.6%)
|
54.33M
est: -113.55M (+147.8%)
|
-154.55M
-158.90M – -149.11M
-36.1% YoY
|
-203.00M
-208.48M – -196.41M
-31.3% YoY
|
-255.75M
-255.80M – -255.69M
-26.0% YoY
|
-377.00M
-389.15M – -361.96M
-47.4% YoY
|
| Net Income |
5.98M
est: 13.50M (-55.7%)
|
135.44M
est: 152.70M (-11.3%)
|
-108.67M
est: -268.91M (+59.6%)
|
-240.13M
est: -249.87M (+3.9%)
|
-128.58M
est: -49.46M (-160.0%)
|
53.60M
est: 181.27M (-70.4%)
|
252.46M
207.78M – 297.13M
+39.3% YoY
|
372.67M
318.83M – 426.52M
+47.6% YoY
|
527.99M
432.73M – 623.26M
+41.7% YoY
|
686.98M
651.35M – 715.75M
+30.1% YoY
|
| SGA |
182.85M
est: 176.79M (+3.4%)
|
572.47M
est: 585.91M (-2.3%)
|
719.06M
est: 727.75M (-1.2%)
|
489.95M
est: 451.91M (+8.4%)
|
555.73M
est: 470.05M (+18.2%)
|
743.62M
est: 813.16M (-8.6%)
|
1.11B
1.07B – 1.14B
+36.1% YoY
|
1.45B
1.41B – 1.49B
+31.3% YoY
|
1.83B
1.83B – 1.83B
+26.0% YoY
|
2.70B
2.59B – 2.79B
+47.4% YoY
|
| EPS |
0.27
est: 0.15 (+79.0%)
|
1.73
est: 1.95 (-11.4%)
|
-1.31
est: -0.03 (-4,237.3%)
|
-2.87
est: -2.34 (-22.8%)
|
-1.44
est: -0.47 (-205.5%)
|
0.56
est: 1.67 (-66.5%)
|
2.27
1.93 – 2.76
+35.9% YoY
|
3.33
2.97 – 3.97
+46.6% YoY
|
4.69
4.03 – 5.80
+40.7% YoY
|
6.39
6.06 – 6.66
+36.4% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | Piper Sandler | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C+ | 2/5 | 1/5 | 3/5 | 5/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-96.93M
OE per share TTM
-0.96
Owner's Yield
-3.59%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
12.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
84
Total invested
67.28M
Insider transactions (90d)
0
Beneficial owners (>5%)
14
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Dave Girouard | 12.75M | 15.30% | 2.62M | 10.13M | 2.62M | — | IN | United States of America | 2022-02-04 | ↗ |
| 2 | (1) BlackRock, Inc. | 5.55M | 6.50% | 5.44M | — | 5.55M | — | HC | Delaware | 2024-01-29 | ↗ |
| 3 | VK Services, LLC | 5.25M | 8.30% | — | 5.25M | — | 5.25M | OO | Delaware United States America | 2021-02-16 | ↗ |
| 4 | Vinod Khosla | 5.25M | 8.30% | — | 5.25M | — | 5.25M | IN | Delaware United States America | 2021-02-16 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 4.98M | 6.08% | — | — | — | 54.0K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 6 | Khosla Ventures Associates V, LLC | 4.31M | 6.80% | — | 4.31M | — | 4.31M | OO | Delaware United States America | 2021-02-16 | ↗ |
| 7 | Khosla Ventures V, LP | 4.31M | 6.80% | — | 4.31M | — | 4.31M | PN | Delaware United States America | 2021-02-16 | ↗ |
| 8 | Stone Ridge Asset Management LLC | 3.69M | 5.10% | — | 3.69M | — | 3.69M | IA | Delaware | 2021-01-27 | ↗ |
| 9 | Stone Ridge Trust V, on behalf of its series, Stone Ridge Alternative Lending Risk Premium Fund | 3.69M | 5.10% | — | 3.69M | — | 3.69M | IV | Delaware | 2021-01-27 | ↗ |
| 10 | Khosla Ventures Seed Associates B, LLC | 940.3K | 1.50% | — | 940.3K | — | 940.3K | OO | Delaware United States America | 2021-02-16 | ↗ |
| 11 | Khosla Ventures Seed B, LP | 889.8K | 1.40% | — | 889.8K | — | 889.8K | PN | Delaware United States America | 2021-02-16 | ↗ |
| 12 | Khosla Ventures Seed B (CF), LP | 50.5K | 0.10% | — | 50.5K | — | 50.5K | PN | Delaware United States America | 2021-02-16 | ↗ |
| 13 | Daniel S. Loeb | — | 0.00% | — | — | — | — | IN | United States | 2022-02-14 | ↗ |
| 14 | Third Point LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2022-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
84
-363 vs prev Q
New positions
16
Closed positions
330
Increased
40
Reduced
21
Put/Call ratio
1.00
Calls held
56.6K
Puts held
56.6K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 8.07M -167.1K (-2.0%) | 353.06M -65.6M (-15.7%) | 8.41% -0.219 pp | 0.01% -0.001 pp | USD160.11 -72.7% | 21 qtrs — |
| 2 | BLACKROCK, INC. | 7.09M +232.7K (+3.4%) | 309.99M -38.3M (-11.0%) | 7.38% +0.205 pp | 0.01% -0.001 pp | USD42.93 +1.9% | 6 qtrs — |
| 3 | JERICHO CAPITAL ASSET MANAGEMENT L.P. | 5.01M +531.0K (+11.9%) | 219.17M -8.5M (-3.7%) | 5.22% +0.528 pp | 2.50% +0.128 pp | USD60.17 -27.3% | 3 qtrs — |
| 4 | MORGAN STANLEY | 4.21M +2.6M (+154.6%) | 183.96M +100.0M (+119.2%) | 4.38% +2.651 pp | 0.01% +0.006 pp | USD51.18 -14.6% | 21 qtrs — |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.31M -1.3M (-27.8%) | 144.58M -88.1M (-37.9%) | 3.44% -1.351 pp | 0.02% -0.010 pp | USD65.93 -33.7% | 20 qtrs — |
| 6 | BANK OF AMERICA CORP /DE/ | 2.54M +2.3M (+935.8%) | 111.01M +98.6M (+791.7%) | 2.64% +2.387 pp | 0.01% +0.007 pp | USD43.01 +1.7% | 21 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.07M +26.7K (+1.3%) | 90.47M -13.3M (-12.8%) | 2.15% +0.017 pp | 0.01% -0.001 pp | USD96.78 -54.8% | 21 qtrs — |
| 8 | STATE STREET CORP | 2.00M -50.3K (-2.5%) | 87.51M -16.7M (-16.0%) | 2.08% -0.064 pp | 0.00% -0.001 pp | USD95.50 -54.2% | 20 qtrs — |
| 9 | GOLDMAN SACHS GROUP INC | 1.65M +63.0K (+4.0%) | 72.27M -8.5M (-10.5%) | 1.71% +0.045 pp | 0.01% -0.001 pp | USD43.04 +1.6% | 21 qtrs — |
| 10 | CITADEL ADVISORS LLC | 1.63M -1.4M (-46.4%) | 71.27M -83.1M (-53.8%) | 1.70% -1.484 pp | 0.01% -0.013 pp | USD54.91 -20.4% | 20 qtrs — |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.21M +29.5K (+2.5%) | 52.84M -7.0M (-11.8%) | 1.26% +0.024 pp | 0.08% -0.017 pp | USD24.25 +80.3% | 7 qtrs — |
| 12 | MAREX GROUP PLC | 1.18M -125.5K (-9.6%) | 51.56M -14.7M (-22.2%) | 1.23% -0.138 pp | 0.32% -0.144 pp | USD52.74 -17.1% | 3 qtrs — |
| 13 | NORGES BANK | 1.14M +1.1M (+100.0%) | 49.91M +49.9M (+100.0%) | 1.17% +1.170 pp | 0.01% +0.005 pp | USD43.73 +0.0% | 1 qtrs NEW |
| 14 | SG AMERICAS SECURITIES, LLC | 1.09M +878.4K (+423.5%) | 47.48M +36.9M (+350.6%) | 1.12% +0.906 pp | 0.06% +0.025 pp | USD45.54 -4.0% | 20 qtrs — |
| 15 | FRED ALGER MANAGEMENT, LLC | 1.01M -121.4K (-10.8%) | 44.00M -13.3M (-23.2%) | 1.05% -0.133 pp | 0.17% -0.050 pp | USD47.51 -8.0% | 21 qtrs — |
| 16 | AZORA CAPITAL LP | 882.2K +882.2K (+100.0%) | 38.58M +38.6M (+100.0%) | 0.92% +0.919 pp | 2.43% +2.430 pp | USD43.73 +0.0% | 1 qtrs NEW |
| 17 | BARCLAYS PLC | 864.1K -345.6K (-28.6%) | 37.79M -10.6M (-21.9%) | 0.90% -0.367 pp | 0.01% -0.003 pp | USD46.90 -6.8% | 16 qtrs — |
| 18 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 850.8K -121.0K (-12.5%) | 37.21M -12.2M (-24.6%) | 0.87% -0.146 pp | 0.10% -0.058 pp | USD41.34 +5.8% | 11 qtrs — |
| 19 | JANE STREET GROUP, LLC | 789.1K -917.5K (-53.8%) | 34.51M -52.2M (-60.2%) | 0.82% -0.970 pp | 0.01% -0.008 pp | USD50.01 -12.6% | 6 qtrs — |
| 20 | BAILLIE GIFFORD & CO | 758.9K +758.9K (+100.0%) | 33.19M +33.2M (+100.0%) | 0.79% +0.785 pp | 0.03% +0.028 pp | USD43.73 +0.0% | 1 qtrs NEW |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 745.8K +4.4K (+0.6%) | 32.62M -5.0M (-13.4%) | 0.78% +0.001 pp | 0.01% -0.001 pp | USD101.23 -56.8% | 20 qtrs — |
| 22 | D. E. SHAW & CO., INC. | 745.2K -27.8K (-3.6%) | 32.59M -6.7M (-17.0%) | 0.78% -0.033 pp | 0.02% -0.004 pp | USD45.95 -4.8% | 10 qtrs — |
| 23 | NORTHERN TRUST CORP | 744.2K -41.1K (-5.2%) | 32.54M -7.4M (-18.4%) | 0.77% -0.047 pp | 0.00% -0.001 pp | USD100.52 -56.5% | 20 qtrs — |
| 24 | CAPITAL FUND MANAGEMENT S.A. | 671.3K +109.2K (+19.4%) | 29.36M +802.8K (+2.8%) | 0.70% +0.111 pp | 0.08% +0.007 pp | USD47.65 -8.2% | 8 qtrs — |
| 25 | UBS GROUP AG | 642.1K -183.2K (-22.2%) | 28.08M -13.8M (-33.0%) | 0.67% -0.195 pp | 0.00% -0.002 pp | USD42.01 +4.1% | 21 qtrs — |
| 26 | CITIGROUP INC | 563.6K +13.5K (+2.5%) | 24.65M -3.3M (-11.8%) | 0.59% +0.011 pp | 0.01% -0.002 pp | USD54.87 -20.3% | 20 qtrs — |
| 27 | MARSHALL WACE, LLP | 551.2K +60.6K (+12.4%) | 24.10M -818.9K (-3.3%) | 0.57% +0.060 pp | 0.02% -0.003 pp | USD52.82 -17.2% | 19 qtrs — |
| 28 | KADENSA CAPITAL LTD | 521.0K +65.8K (+14.5%) | 22.78M -338.9K (-1.5%) | 0.54% +0.066 pp | 2.37% -0.015 pp | USD47.21 -7.4% | 4 qtrs — |
| 29 | CLEAR STREET GROUP INC. | 513.0K +513.0K (+100.0%) | 22.43M +22.4M (+100.0%) | 0.53% +0.534 pp | 0.08% +0.083 pp | USD43.73 +0.0% | 1 qtrs NEW |
| 30 | HSBC HOLDINGS PLC | 500.0K +500.0K (+100.0%) | 21.91M +21.9M (+100.0%) | 0.52% +0.517 pp | 0.01% +0.011 pp | USD43.73 +0.0% | 1 qtrs NEW |
| 31 | WELLINGTON MANAGEMENT GROUP LLP | 489.2K +361.7K (+283.6%) | 21.39M +14.9M (+230.2%) | 0.51% +0.376 pp | 0.00% +0.003 pp | USD45.57 -4.0% | 2 qtrs — |
| 32 | NISHKAMA CAPITAL, LLC | 487.1K +487.1K (+100.0%) | 21.30M +21.3M (+100.0%) | 0.51% +0.507 pp | 0.85% +0.854 pp | USD43.73 +0.0% | 3 qtrs — |
| 33 | ANNEX ADVISORY SERVICES, LLC | 421.4K +214.3K (+103.5%) | 18.43M +7.9M (+75.2%) | 0.44% +0.219 pp | 0.35% +0.128 pp | USD47.20 -7.4% | 2 qtrs — |
| 34 | HALTER FERGUSON FINANCIAL INC. | 415.3K +209.9K (+102.2%) | 18.16M +7.7M (+74.1%) | 0.43% +0.215 pp | 3.99% +1.606 pp | USD47.23 -7.4% | 2 qtrs — |
| 35 | JPMORGAN CHASE & CO | 410.6K -141.1K (-25.6%) | 17.96M -10.1M (-35.9%) | 0.42% -0.153 pp | 0.00% -0.001 pp | USD42.10 +3.9% | 20 qtrs — |
| 36 | POINT72 ASSET MANAGEMENT, L.P. | 370.2K +370.2K (+100.0%) | 16.19M +16.2M (+100.0%) | 0.39% +0.386 pp | 0.02% +0.018 pp | USD43.73 +0.0% | 4 qtrs — |
| 37 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | 370.0K +370.0K (+100.0%) | 16.18M +16.2M (+100.0%) | 0.39% +0.385 pp | 0.76% +0.757 pp | USD43.73 +0.0% | 1 qtrs NEW |
| 38 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 347.9K -622.4K (-64.1%) | 15.21M -34.1M (-69.1%) | 0.36% -0.654 pp | 0.05% -0.112 pp | USD42.07 +3.9% | 11 qtrs — |
| 39 | PATHSTONE HOLDINGS, LLC | 336.2K -2.1K (-0.6%) | 14.70M -2.5M (-14.5%) | 0.35% -0.004 pp | 0.06% -0.009 pp | USD40.85 +7.1% | 9 qtrs — |
| 40 | FIRST TRUST ADVISORS LP | 318.5K +81.4K (+34.3%) | 13.93M +1.9M (+15.6%) | 0.33% +0.084 pp | 0.01% +0.001 pp | USD44.80 -2.4% | 19 qtrs — |
| 41 | HIDDEN LAKE ASSET MANAGEMENT LP | 316.6K +316.6K (+100.0%) | 13.84M +13.8M (+100.0%) | 0.33% +0.330 pp | 3.50% +3.502 pp | USD43.73 +0.0% | 6 qtrs — |
| 42 | PEAK6 LLC | 299.4K +157.7K (+111.3%) | 13.09M +5.9M (+81.9%) | 0.31% +0.161 pp | 0.02% +0.014 pp | USD47.34 -7.6% | 5 qtrs — |
| 43 | DIMENSIONAL FUND ADVISORS LP | 278.6K +220.8K (+382.3%) | 12.18M +9.2M (+315.2%) | 0.29% +0.230 pp | 0.00% +0.002 pp | USD42.85 +2.1% | 12 qtrs — |
| 44 | BANK OF NEW YORK MELLON CORP | 269.2K -3.6K (-1.3%) | 11.77M -2.1M (-15.0%) | 0.28% -0.010 pp | 0.00% -0.001 pp | USD111.38 -60.7% | 20 qtrs — |
| 45 | KINGDON CAPITAL MANAGEMENT, L.L.C. | 250.0K +250.0K (+100.0%) | 10.93M +10.9M (+100.0%) | 0.26% +0.260 pp | 1.30% +1.300 pp | USD43.73 +0.0% | 1 qtrs NEW |
| 46 | CAPTION MANAGEMENT, LLC | 250.0K +— (+0.0%) | 10.93M -1.8M (-13.9%) | 0.26% -0.001 pp | 0.08% -0.024 pp | USD42.25 +3.5% | 6 qtrs — |
| 47 | CATALYTIC WEALTH RIA, LLC | 249.5K +19.4K (+8.4%) | 10.91M -778.2K (-6.7%) | 0.26% +0.017 pp | 0.40% +0.016 pp | USD50.93 -14.1% | 3 qtrs — |
| 48 | CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 238.2K +238.2K (+100.0%) | 10.41M +10.4M (+100.0%) | 0.25% +0.246 pp | 0.19% +0.192 pp | USD43.73 +0.0% | 1 qtrs NEW |
| 49 | SCHONFELD STRATEGIC ADVISORS LLC | 220.1K +172.9K (+366.9%) | 9.62M +7.2M (+302.0%) | 0.23% +0.180 pp | 0.04% +0.029 pp | USD44.97 -2.8% | 6 qtrs — |
| 50 | SQUAREPOINT OPS LLC | 218.8K -348.8K (-61.5%) | 9.57M -19.3M (-66.8%) | 0.23% -0.366 pp | 0.01% -0.019 pp | USD53.20 -17.8% | 11 qtrs — |
| 51 | MILLENNIUM MANAGEMENT LLC | 218.8K -237.5K (-52.1%) | 9.57M -13.6M (-58.7%) | 0.23% -0.250 pp | 0.00% -0.006 pp | USD44.72 -2.2% | 21 qtrs — |
| 52 | J. GOLDMAN & CO LP | 211.2K +211.2K (+100.0%) | 9.23M +9.2M (+100.0%) | 0.22% +0.220 pp | 0.24% +0.243 pp | USD43.73 +0.0% | 6 qtrs — |
| 53 | WELLS FARGO & COMPANY/MN | 210.2K -636.1K (-75.2%) | 9.19M -33.8M (-78.6%) | 0.22% -0.667 pp | 0.00% -0.007 pp | USD58.27 -25.0% | 20 qtrs — |
| 54 | MAXI INVESTMENTS CY LTD | 193.4K +193.4K (+100.0%) | 8.46M +8.5M (+100.0%) | 0.20% +0.200 pp | 1.54% +1.538 pp | USD43.73 +0.0% | 1 qtrs NEW |
| 55 | NUVEEN, LLC | 189.6K -246.3K (-56.5%) | 8.29M -13.9M (-62.6%) | 0.20% -0.259 pp | 0.00% -0.004 pp | USD49.59 -11.8% | 4 qtrs — |
| 56 | OPTIVER HOLDING B.V. | 172.3K -195.2K (-53.1%) | 7.53M -11.1M (-59.6%) | 0.18% -0.205 pp | 0.00% -0.005 pp | USD51.15 -14.5% | 15 qtrs — |
| 57 | SWISS NATIONAL BANK | 170.8K +4.8K (+2.9%) | 7.47M -963.7K (-11.4%) | 0.18% +0.001 pp | 0.00% 0.000 pp | USD25.62 +70.7% | 14 qtrs — |
| 58 | UBS ASSET MANAGEMENT AMERICAS INC | 157.4K -3.0K (-1.9%) | 6.88M -1.3M (-15.5%) | 0.16% -0.004 pp | 0.00% 0.000 pp | USD61.63 -29.0% | 19 qtrs — |
| 59 | BALYASNY ASSET MANAGEMENT L.P. | 145.1K -40.0K (-21.6%) | 6.35M -3.1M (-32.5%) | 0.15% -0.043 pp | 0.01% -0.004 pp | USD52.39 -16.5% | 8 qtrs — |
| 60 | WALLEYE CAPITAL LLC | 144.1K +15.2K (+11.8%) | 6.30M -246.6K (-3.8%) | 0.15% +0.015 pp | 0.02% -0.005 pp | USD57.82 -24.4% | 14 qtrs — |
| 61 | BANK OF NOVA SCOTIA | 141.6K +32.0K (+29.2%) | 6.19M +623.3K (+11.2%) | 0.15% +0.033 pp | 0.01% -0.001 pp | USD52.61 -16.9% | 5 qtrs — |
| 62 | NEO IVY CAPITAL MANAGEMENT | 140.3K +76.9K (+121.4%) | 6.13M +2.9M (+90.6%) | 0.15% +0.080 pp | 0.97% +0.185 pp | USD46.92 -6.8% | 2 qtrs — |
| 63 | NOMURA HOLDINGS INC | 140.0K +— (+0.0%) | 6.12M -989.8K (-13.9%) | 0.15% -0.001 pp | 0.01% -0.003 pp | USD46.03 -5.0% | 6 qtrs — |
| 64 | QUBE RESEARCH & TECHNOLOGIES LTD | 128.2K -439.7K (-77.4%) | 5.61M -23.2M (-80.6%) | 0.13% -0.461 pp | 0.01% -0.024 pp | USD49.18 -11.1% | 6 qtrs — |
| 65 | WALLEYE TRADING LLC | 120.4K -240.4K (-66.6%) | 5.27M -13.1M (-71.3%) | 0.13% -0.252 pp | 0.01% -0.020 pp | USD44.54 -1.8% | 20 qtrs — |
| 66 | TUDOR INVESTMENT CORP ET AL | 116.4K +34.5K (+42.1%) | 5.09M +929.7K (+22.3%) | 0.12% +0.036 pp | 0.01% +0.002 pp | USD45.24 -3.3% | 9 qtrs — |
| 67 | CREDIT AGRICOLE S A | 115.8K +72.9K (+169.9%) | 5.06M +2.9M (+132.3%) | 0.12% +0.076 pp | 0.01% +0.006 pp | USD46.35 -5.7% | 2 qtrs — |
| 68 | INTERVAL PARTNERS, LP | 112.3K +112.3K (+100.0%) | 4.91M +4.9M (+100.0%) | 0.12% +0.117 pp | 0.09% +0.088 pp | USD43.73 +0.0% | 1 qtrs NEW |
| 69 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 110.7K -171.0 (-0.2%) | 4.84M -791.3K (-14.1%) | 0.12% -0.001 pp | 0.32% -0.033 pp | USD55.26 -20.9% | 6 qtrs — |
| 70 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 109.6K +108.8K (+13,189.2%) | 4.80M +4.8M (+11,316.7%) | 0.11% +0.113 pp | 0.01% +0.005 pp | USD43.89 -0.4% | 3 qtrs — |
| 71 | RHUMBLINE ADVISERS | 109.0K -18.2K (-14.3%) | 4.77M -1.7M (-26.2%) | 0.11% -0.020 pp | 0.00% -0.001 pp | USD107.77 -59.4% | 20 qtrs — |
| 72 | LPL FINANCIAL LLC | 106.7K -4.9K (-4.4%) | 4.67M -1.0M (-17.7%) | 0.11% -0.008 pp | 0.00% 0.000 pp | USD88.03 -50.3% | 20 qtrs — |
| 73 | PDT PARTNERS, LLC | 100.0K +100.0K (+100.0%) | 4.37M +4.4M (+100.0%) | 0.10% +0.104 pp | 0.28% +0.284 pp | USD43.73 +0.0% | 1 qtrs NEW |
| 74 | ALLIANCEBERNSTEIN L.P. | 98.8K -490.0 (-0.5%) | 4.32M -723.5K (-14.3%) | 0.10% -0.001 pp | 0.00% 0.000 pp | USD45.78 -4.5% | 20 qtrs — |
| 75 | RAYMOND JAMES FINANCIAL INC | 93.6K -28.7K (-23.5%) | 4.09M -2.1M (-34.1%) | 0.10% -0.031 pp | 0.00% -0.001 pp | USD62.05 -29.5% | 5 qtrs — |
| 76 | INVESCO LTD. | 91.0K -513.9K (-85.0%) | 3.98M -26.7M (-87.1%) | 0.09% -0.539 pp | 0.00% -0.004 pp | USD54.70 -20.1% | 20 qtrs — |
| 77 | BANK OF MONTREAL /CAN/ | 90.7K +2.7K (+3.0%) | 3.96M -506.2K (-11.3%) | 0.09% +0.001 pp | 0.00% 0.000 pp | USD49.07 -10.9% | 20 qtrs — |
| 78 | NORDEA INVESTMENT MANAGEMENT AB | 87.9K -10.5K (-10.6%) | 3.87M -1.2M (-24.3%) | 0.09% -0.012 pp | 0.00% -0.001 pp | USD50.80 -13.9% | 2 qtrs — |
| 79 | SUMMITTX CAPITAL, L.P. | 85.2K +66.8K (+361.4%) | 3.73M +2.8M (+297.2%) | 0.09% +0.069 pp | 0.11% +0.074 pp | USD45.26 -3.4% | 2 qtrs — |
| 80 | DARK FOREST CAPITAL MANAGEMENT LP | 84.1K +84.1K (+100.0%) | 3.68M +3.7M (+100.0%) | 0.09% +0.088 pp | 0.17% +0.168 pp | USD43.73 +0.0% | 1 qtrs NEW |
| 81 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 83.0K -11.0 (0.0%) | 3.63M -587.5K (-13.9%) | 0.09% -0.001 pp | 0.00% -0.001 pp | USD127.36 -65.7% | 20 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 110 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco KBW NASDAQ Fintech UCITS ETF FTEK.L | 1.86% | 851.3K | 0.49% |
| 2 | First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT | 1.45% | 10.66M | 0.65% |
| 3 | WisdomTree Artificial Intelligence UCITS ETF - USD Acc WTAI.L | 1.11% | 16.28M | 0.40% |
| 4 | Global X - Robotics & Artificial Intelligence UCITS ETF BOTZ.L | 0.99% | 1.54M | 0.50% |
| 5 | Global X - Robotics & Artificial Intelligence UCITS ETF BOTG.L | 0.99% | 250.5K | 0.50% |
| 6 | State Street SPDR FactSet Innovative Technology ETF XITK | 0.65% | 469.9K | 0.45% |
| 7 | Global X - FinTech ETF FINX | 0.58% | 1.00M | 0.68% |
| 8 | Fidelity Enhanced Small Cap ETF FESM | 0.36% | 20.75M | 0.28% |
| 9 | Renaissance IPO ETF IPO | 0.29% | 462.7K | 0.60% |
| 10 | American Century Small Cap Growth Insights ETF ACSG | 0.25% | 62.3K | 0.49% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.45
Neutral
Ratio by volume
3.00
Bullish
Buys
16
Sells
11
Shares acquired
1.61M
Shares disposed
33.9K
Cash buys
—
Cash sales
7.00
Net activity
+1,576,519
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-31 | Blankmeyer Andrea | Officer | A-Award | A | Common Stock | 169,427 | 0.00 | — | 169,427 | D | ↗ |
| 2026-03-16 | Blankmeyer Andrea | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-02 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 390 | 26.02 | 10.1K | 34,274 | D | ↗ |
| 2026-02-28 | Mirgorodskaya Natalia | Officer | A-Award | A | Common Stock | 9,375 | 0.00 | — | 34,664 | D | ↗ |
| 2026-02-28 | Gu Paul | Director / Officer | A-Award | A | Performance-based Restricted Stock Unit | 912,702 | 0.00 | — | 912,702 | D | ↗ |
| 2026-02-28 | Datta Sanjay | Officer | A-Award | A | Common Stock | 61,670 | 0.00 | — | 338,358 | D | ↗ |
| 2026-02-28 | Darling Scott | Officer | A-Award | A | Common Stock | 24,668 | 0.00 | — | 104,150 | D | ↗ |
| 2026-02-25 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 866 | 28.79 | 24.9K | 25,289 | D | ↗ |
| 2026-02-20 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 633 | 29.90 | 18.9K | 26,155 | D | ↗ |
| 2026-02-20 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 7,982 | 29.86 | 238.4K | 276,688 | D | ↗ |
| 2026-02-20 | Darling Scott | Officer | J-Other | D | Common Stock | 6,638 | 0.00 | — | 79,482 | D | ↗ |
| 2026-01-22 | Darling Scott | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 7,564 | 13.22 | 100.0K | 186,963 | D | ↗ |
| 2026-01-12 | O'Kelly Ciaran | Director | A-Award | A | Common Stock | 1,168 | 0.00 | — | 33,008 | D | ↗ |
| 2026-01-12 | Cooper Kerry Whorton | Director | A-Award | A | Common Stock | 1,459 | 0.00 | — | 25,393 | I | ↗ |
| 2026-01-12 | Bernard Peter J | Director | A-Award | A | Common Stock | 834 | 0.00 | — | 4,916 | D | ↗ |
| 2026-01-05 | Darling Scott | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 1,000 | 13.22 | 13.2K | 194,527 | D | ↗ |
| 2025-12-12 | Darling Scott | Officer | J-Other | D | Common Stock | 2,000 | 0.00 | — | 92,598 | D | ↗ |
| 2025-12-12 | Cooper Kerry Whorton | Director | S-Sale | D | Common Stock | 1,500 | 50.00 | 75.0K | 23,934 | I | ↗ |
| 2025-11-25 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 762 | 38.91 | 29.6K | 26,398 | D | ↗ |
| 2025-11-20 | Mirgorodskaya Natalia | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 6,900 | 1.35 | 9.3K | 4,600 | D | ↗ |
| 2025-11-20 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 12,624 | 36.54 | 461.3K | 285,280 | D | ↗ |
| 2025-11-20 | Darling Scott | Officer | S-Sale | D | Common Stock | 7,323 | 36.55 | 267.7K | 98,390 | D | ↗ |
| 2025-11-11 | Gu Paul | Director / Officer | P-Purchase | A | Common Stock | 80,000 | 39.23 | 3.14M | 80,000 | I | ↗ |
| 2025-10-24 | Darling Scott | Officer | S-Sale | D | Common Stock | 1,000 | 55.01 | 55.0K | 123,148 | I | ↗ |
| 2025-10-01 | Darling Scott | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 1,000 | 13.22 | 13.2K | 198,527 | D | ↗ |
| 2025-09-17 | Darling Scott | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 1,000 | 13.22 | 13.2K | 199,527 | D | ↗ |
| 2025-09-15 | Girouard Dave | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 41,667 | 0.83 | 34.6K | 94,281 | D | ↗ |
| 2025-09-03 | Darling Scott | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 4,000 | 13.22 | 52.9K | 200,527 | D | ↗ |
| 2025-09-02 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 1,439 | 69.21 | 99.6K | 21,081 | D | ↗ |
| 2025-09-02 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 2,500 | 8.88 | 22.2K | 1,152,156 | D | ↗ |
| 2025-09-02 | Cooper Kerry Whorton | Director | S-Sale | D | Common Stock | 500 | 69.21 | 34.6K | 25,434 | I | ↗ |
| 2025-08-25 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 1,024 | 68.00 | 69.6K | 22,520 | D | ↗ |
| 2025-08-25 | Darling Scott | Officer | S-Sale | D | Common Stock | 6,402 | 68.00 | 435.3K | 123,898 | D | ↗ |
| 2025-08-22 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 365 | 70.00 | 25.6K | 23,544 | D | ↗ |
| 2025-08-20 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 1,079 | 61.12 | 65.9K | 23,544 | D | ↗ |
| 2025-08-20 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 13,473 | 61.12 | 823.5K | 297,904 | D | ↗ |
| 2025-08-20 | Darling Scott | Officer | S-Sale | D | Common Stock | 6,713 | 61.12 | 410.3K | 130,440 | D | ↗ |
| 2025-08-15 | Girouard Dave | Director / Officer / 10% Owner | M-Exempt | D | Employee Stock Option (Right to buy) | 41,667 | 0.83 | 34.6K | 876,742 | D | ↗ |
| 2025-08-01 | Mirgorodskaya Natalia | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 365 | 25.90 | 9.5K | 3,312 | D | ↗ |
| 2025-08-01 | Darling Scott | Officer | S-Sale | D | Common Stock | 1,000 | 80.00 | 80.0K | 137,014 | D | ↗ |
| 2025-07-15 | Girouard Dave | Director / Officer / 10% Owner | M-Exempt | D | Employee Stock Option (Right to buy) | 41,667 | 0.83 | 34.6K | 918,409 | D | ↗ |
| 2025-07-08 | Mirgorodskaya Natalia | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 4,000 | 25.90 | 103.6K | 3,677 | D | ↗ |
| 2025-07-08 | Darling Scott | Officer | S-Sale | D | Common Stock | 5,000 | 80.04 | 400.2K | 137,014 | D | ↗ |
| 2025-07-02 | Mirgorodskaya Natalia | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 1,073 | 15.23 | 16.3K | 0 | D | ↗ |
| 2025-07-02 | Darling Scott | Officer | S-Sale | D | Common Stock | 5,000 | 70.04 | 350.2K | 137,014 | D | ↗ |
| 2025-07-01 | Darling Scott | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 2,000 | 13.22 | 26.4K | 218,527 | D | ↗ |
| 2025-06-20 | Girouard Dave | Director / Officer / 10% Owner | M-Exempt | D | Employee Stock Option (Right to buy) | 41,667 | 0.83 | 34.6K | 960,076 | D | ↗ |
| 2025-06-17 | Gu Paul | Director / Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 25,000 | 3.80 | 95.0K | 45,000 | D | ↗ |
| 2025-06-11 | Girouard Dave | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 41,667 | 0.83 | 34.6K | 94,281 | D | ↗ |
| 2025-06-11 | Darling Scott | Officer | S-Sale | D | Common Stock | 3,000 | 60.00 | 180.0K | 137,014 | D | ↗ |
| 2025-06-03 | Darling Scott | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 1,000 | 13.22 | 13.2K | 223,527 | D | ↗ |
| 2025-06-02 | Cooper Kerry Whorton | Director | S-Sale | D | Common Stock | 500 | 46.92 | 23.5K | 25,934 | I | ↗ |
| 2025-05-27 | Terry Hilliard C. III | Director | A-Award | A | Common Stock | 4,314 | 0.00 | — | 30,956 | D | ↗ |
| 2025-05-27 | O'Kelly Ciaran | Director | A-Award | A | Common Stock | 4,314 | 0.00 | — | 31,840 | D | ↗ |
| 2025-05-27 | Huber Jeff | Director | A-Award | A | Common Stock | 4,314 | 0.00 | — | 29,671 | D | ↗ |
| 2025-05-27 | Hentges Mary | Director | A-Award | A | Common Stock | 4,314 | 0.00 | — | 30,673 | D | ↗ |
| 2025-05-27 | Cooper Kerry Whorton | Director | A-Award | A | Common Stock | 4,314 | 0.00 | — | 4,314 | D | ↗ |
| 2025-05-27 | Bernard Peter J | Director | A-Award | A | Common Stock | 1,099 | 0.00 | — | 4,082 | D | ↗ |
| 2025-05-23 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 1,340 | 44.19 | 59.2K | 24,623 | D | ↗ |
| 2025-05-20 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 764 | 46.96 | 35.9K | 25,963 | D | ↗ |
| 2025-05-20 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 13,512 | 46.97 | 634.7K | 311,356 | D | ↗ |
| 2025-05-20 | Darling Scott | Officer | S-Sale | D | Common Stock | 6,732 | 46.98 | 316.2K | 143,397 | D | ↗ |
| 2025-05-19 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 25,000 | 3.80 | 95.0K | 1,122,156 | D | ↗ |
| 2025-05-01 | Darling Scott | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 1,000 | 13.22 | 13.2K | 224,527 | D | ↗ |
| 2025-04-29 | Darling Scott | Officer | S-Sale | D | Common Stock | 1,000 | 50.27 | 50.3K | 150,129 | D | ↗ |
| 2025-04-14 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 25,000 | 3.80 | 95.0K | 1,097,156 | D | ↗ |
| 2025-03-31 | Mirgorodskaya Natalia | Officer | A-Award | A | Employee Stock Option (Right to buy) | 3,799 | 46.03 | 174.9K | 3,799 | D | ↗ |
| 2025-03-10 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 4,844 | 25.75 | 124.7K | 1,072,156 | D | ↗ |
| 2025-03-06 | Gu Paul | Director / Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 4,844 | 25.75 | 124.7K | 111,437 | D | ↗ |
| 2025-03-03 | Darling Scott | Officer | S-Sale | D | Common Stock | 2,000 | 67.89 | 135.8K | 150,129 | D | ↗ |
| 2025-03-03 | Cooper Kerry Whorton | Director | S-Sale | D | Common Stock | 500 | 68.09 | 34.0K | 18,156 | I | ↗ |
| 2025-02-28 | Gu Paul | Director / Officer | A-Award | A | Employee Stock Option (Right to buy) | 55,728 | 66.67 | 3.72M | 55,728 | D | ↗ |
| 2025-02-28 | Girouard Dave | Director / Officer / 10% Owner | A-Award | A | Employee Stock Option (Right to buy) | 239,628 | 66.67 | 15.98M | 239,628 | D | ↗ |
| 2025-02-28 | Datta Sanjay | Officer | A-Award | A | Employee Stock Option (Right to buy) | 55,728 | 66.67 | 3.72M | 55,728 | D | ↗ |
| 2025-02-28 | Darling Scott | Officer | S-Sale | D | Common Stock | 8,681 | 65.46 | 568.3K | 135,882 | D | ↗ |
| 2025-02-25 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 1,309 | 69.00 | 90.3K | 19,757 | D | ↗ |
| 2025-02-20 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 744 | 78.99 | 58.8K | 22,035 | D | ↗ |
| 2025-02-20 | Gu Paul | Director / Officer | S-Sale | D | Common Stock | 400 | 79.56 | 31.8K | 1,006,599 | D | ↗ |
| 2025-02-20 | Girouard Dave | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 4,424 | 79.00 | 349.5K | 52,714 | D | ↗ |
| 2025-02-20 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 242 | 79.59 | 19.3K | 295,537 | D | ↗ |
| 2025-02-20 | Darling Scott | Officer | S-Sale | D | Common Stock | 100 | 79.58 | 8.0K | 143,406 | D | ↗ |
| 2025-02-19 | Bernard Peter J | Director | A-Award | A | Common Stock | 2,983 | 0.00 | — | 2,983 | D | ↗ |
| 2025-02-18 | Girouard Dave | Director / Officer / 10% Owner | M-Exempt | D | Employee Stock Option (Right to buy) | 41,667 | 0.83 | 34.6K | 1,043,410 | D | ↗ |
| 2025-01-31 | Gu Paul | Director / Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 17,500 | 3.80 | 66.5K | 120,000 | D | ↗ |
| 2025-01-15 | Girouard Dave | Director / Officer / 10% Owner | M-Exempt | D | Employee Stock Option (Right to buy) | 41,667 | 0.83 | 34.6K | 1,085,077 | D | ↗ |
| 2025-01-13 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 30,792 | 2.15 | 66.2K | 993,857 | D | ↗ |
| 2025-01-10 | O'Kelly Ciaran | Director | A-Award | A | Common Stock | 765 | 0.00 | — | 27,526 | D | ↗ |
| 2025-01-10 | Huber Jeff | Director | A-Award | A | Common Stock | 542 | 0.00 | — | 25,357 | D | ↗ |
| 2025-01-10 | Hentges Mary | Director | A-Award | A | Common Stock | 626 | 0.00 | — | 26,359 | D | ↗ |
| 2025-01-10 | Cooper Kerry Whorton | Director | A-Award | A | Common Stock | 695 | 0.00 | — | 18,656 | I | ↗ |
| 2025-01-07 | Gu Paul | Director / Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 50,000 | 2.15 | 107.5K | 30,792 | D | ↗ |
| 2024-12-30 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 50,000 | 2.15 | 107.5K | 913,065 | D | ↗ |
| 2024-12-26 | Mirgorodskaya Natalia | Officer | M-Exempt | A | Common Stock | 3,500 | 1.35 | 4.7K | 22,096 | D | ↗ |
| 2024-12-16 | Girouard Dave | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 14,123 | 83.80 | 1.18M | 59,874 | D | ↗ |
| 2024-12-06 | Gu Paul | Director / Officer | S-Sale | D | Common Stock | 35,876 | 75.37 | 2.70M | 867,415 | D | ↗ |
| 2024-12-05 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 4,019 | 1.17 | 4.7K | 867,084 | D | ↗ |
| 2024-12-04 | Gu Paul | Director / Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 28,155 | 1.17 | 32.9K | 44,245 | D | ↗ |
| 2024-12-02 | Singh Cassidy Sukhinder | Director | S-Sale | D | Common Stock | 910 | 72.02 | 65.5K | 13,920 | D | ↗ |
| 2024-12-02 | Gu Paul | Director / Officer | S-Sale | D | Common Stock | 17,614 | 69.49 | 1.22M | 892,486 | D | ↗ |
| 2024-12-02 | Cooper Kerry Whorton | Director | S-Sale | D | Common Stock | 500 | 74.59 | 37.3K | 17,961 | I | ↗ |
| 2024-11-29 | Singh Cassidy Sukhinder | Director | S-Sale | D | Common Stock | 2,925 | 78.46 | 229.5K | 13,270 | D | ↗ |
| 2024-11-25 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 1,411 | 77.37 | 109.2K | 18,596 | D | ↗ |
| 2024-11-25 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 58,786 | 1.17 | 68.8K | 921,851 | D | ↗ |
| 2024-11-25 | Darling Scott | Officer | S-Sale | D | Common Stock | 100 | 77.27 | 7.7K | 147,781 | D | ↗ |
| 2024-11-21 | Gu Paul | Director / Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 4,583 | 1.17 | 5.4K | 0 | D | ↗ |
| 2024-11-20 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 408 | 70.49 | 28.8K | 20,007 | D | ↗ |
| 2024-11-20 | Gu Paul | Director / Officer | S-Sale | D | Common Stock | 11,476 | 69.60 | 798.7K | 867,089 | D | ↗ |
| 2024-11-20 | Girouard Dave | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 1,115 | 70.43 | 78.5K | 57,138 | D | ↗ |
| 2024-11-20 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 4,678 | 70.50 | 329.8K | 310,974 | D | ↗ |
| 2024-11-20 | Darling Scott | Officer | S-Sale | D | Common Stock | 1,741 | 70.50 | 122.7K | 150,781 | D | ↗ |
| 2024-11-18 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 68.56 | 102.8K | 329,593 | D | ↗ |
| 2024-11-15 | Gu Paul | Director / Officer | S-Sale | D | Common Stock | 16,274 | 65.43 | 1.06M | 927,291 | D | ↗ |
| 2024-11-15 | Girouard Dave | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 4,631 | 66.94 | 310.0K | 61,512 | D | ↗ |
| 2024-11-11 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 79.54 | 119.3K | 331,093 | D | ↗ |
| 2024-11-08 | Girouard Dave | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 41,667 | 0.83 | 34.6K | 103,179 | D | ↗ |
| 2024-11-04 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 48.66 | 73.0K | 332,593 | D | ↗ |
| 2024-11-01 | Darling Scott | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 5,128 | 13.22 | 67.8K | 246,982 | D | ↗ |
| 2024-10-28 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 51.70 | 77.6K | 334,093 | D | ↗ |
| 2024-10-21 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 53.81 | 80.7K | 335,593 | D | ↗ |
| 2024-10-14 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 3,000 | 50.00 | 150.0K | 21,518 | D | ↗ |
| 2024-10-14 | Gu Paul | Director / Officer | S-Sale | D | Common Stock | 20,000 | 50.26 | 1.01M | 878,565 | D | ↗ |
| 2024-10-14 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 48.68 | 73.0K | 337,093 | D | ↗ |
| 2024-10-14 | Darling Scott | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 75,000 | 13.22 | 991.5K | 252,110 | D | ↗ |
| 2024-10-11 | Mirgorodskaya Natalia | Officer | M-Exempt | A | Common Stock | 2,000 | 1.17 | 2.3K | 23,518 | D | ↗ |
| 2024-10-11 | Darling Scott | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 20,000 | 13.22 | 264.4K | 327,110 | D | ↗ |
| 2024-10-07 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 41.29 | 61.9K | 338,593 | D | ↗ |
| 2024-10-04 | Gu Paul | Director / Officer | S-Sale | D | Common Stock | 8,800 | 40.10 | 352.9K | 878,565 | D | ↗ |
| 2024-10-04 | Darling Scott | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 1,300 | 13.22 | 17.2K | 347,110 | D | ↗ |
| 2024-10-01 | Gu Paul | Director / Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 36,200 | 1.17 | 42.4K | 33,800 | D | ↗ |
| 2024-10-01 | Darling Scott | Officer | S-Sale | D | Common Stock | 3,900 | 40.06 | 156.2K | 161,043 | D | ↗ |
| 2024-09-30 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 959 | 40.32 | 38.7K | 21,518 | D | ↗ |
| 2024-09-30 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 40.32 | 60.5K | 340,093 | D | ↗ |
| 2024-09-23 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 40.00 | 60.0K | 341,593 | D | ↗ |
| 2024-09-16 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 34.42 | 51.6K | 343,093 | — | ↗ |
| 2024-09-09 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 34.85 | 52.3K | 344,593 | — | ↗ |
| 2024-09-03 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 360 | 41.54 | 15.0K | 22,477 | — | ↗ |
| 2024-09-03 | Gu Paul | Director / Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 25,864 | 1.17 | 30.3K | 0 | — | ↗ |
| 2024-09-03 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 41.77 | 62.7K | 346,093 | — | ↗ |
| 2024-09-03 | Darling Scott | Officer | S-Sale | D | Common Stock | 3,727 | 41.02 | 152.9K | 161,143 | — | ↗ |
| 2024-08-29 | Mirgorodskaya Natalia | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 2,000 | 0.43 | 860.00 | 0 | — | ↗ |
| 2024-08-29 | Darling Scott | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 30,000 | 13.22 | 396.6K | 362,110 | — | ↗ |
| 2024-08-26 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 42.44 | 63.7K | 347,593 | — | ↗ |
| 2024-08-23 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 2,080 | 40.02 | 83.2K | 22,477 | — | ↗ |
| 2024-08-23 | Darling Scott | Officer | S-Sale | D | Common Stock | 3,000 | 40.00 | 120.0K | 173,870 | — | ↗ |
| 2024-08-20 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 1,264 | 38.36 | 48.5K | 24,557 | — | ↗ |
| 2024-08-20 | Gu Paul | Director / Officer | S-Sale | D | Common Stock | 200 | 38.93 | 7.8K | 878,565 | — | ↗ |
| 2024-08-20 | Girouard Dave | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 3,361 | 38.35 | 128.9K | 61,512 | — | ↗ |
| 2024-08-20 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 19,105 | 38.32 | 732.1K | 349,293 | — | ↗ |
| 2024-08-20 | Darling Scott | Officer | S-Sale | D | Common Stock | 567 | 40.16 | 22.8K | 183,493 | — | ↗ |
| 2024-08-19 | Gu Paul | Director / Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 10,000 | 1.17 | 11.7K | 25,864 | — | ↗ |
| 2024-08-19 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 37.00 | 55.5K | 368,398 | — | ↗ |
| 2024-08-19 | Darling Scott | Officer | S-Sale | D | Common Stock | 9,000 | 40.00 | 360.0K | 184,060 | — | ↗ |
| 2024-08-15 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 35,000 | 1.17 | 41.0K | 929,629 | — | ↗ |
| 2024-08-12 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,500 | 35.39 | 53.1K | 369,898 | — | ↗ |
| 2024-08-07 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 2,500 | 35.00 | 87.5K | 25,821 | — | ↗ |
| 2024-08-07 | Darling Scott | Officer | S-Sale | D | Common Stock | 7,500 | 35.00 | 262.5K | 196,993 | — | ↗ |
| 2024-08-05 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 20.98 | 21.0K | 371,398 | — | ↗ |
| 2024-07-29 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 26.31 | 26.3K | 372,398 | — | ↗ |
| 2024-07-22 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 28.15 | 28.2K | 373,398 | — | ↗ |
| 2024-07-15 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 10,000 | 1.17 | 11.7K | 904,629 | — | ↗ |
| 2024-07-15 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 27.80 | 27.8K | 374,398 | — | ↗ |
| 2024-07-11 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 10,000 | 1.17 | 11.7K | 904,629 | — | ↗ |
| 2024-07-08 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 23.41 | 23.4K | 375,398 | — | ↗ |
| 2024-07-01 | Gu Paul | Director / Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 5,000 | 1.17 | 5.9K | 90,864 | — | ↗ |
| 2024-07-01 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 23.63 | 23.6K | 376,398 | — | ↗ |
| 2024-06-24 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 21.68 | 21.7K | 377,398 | — | ↗ |
| 2024-06-17 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 22.22 | 22.2K | 378,398 | — | ↗ |
| 2024-06-10 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 24.00 | 24.0K | 379,398 | — | ↗ |
| 2024-06-03 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 15,000 | 1.17 | 17.6K | 909,629 | — | ↗ |
| 2024-06-03 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 25.49 | 25.5K | 380,398 | — | ↗ |
| 2024-06-03 | Darling Scott | Officer | S-Sale | D | Common Stock | 3,000 | 25.44 | 76.3K | 196,993 | — | ↗ |
| 2024-05-30 | Terry Hilliard C. III | Director | A-Award | A | Common Stock | 8,278 | 0.00 | — | 26,642 | — | ↗ |
| 2024-05-30 | Singh Cassidy Sukhinder | Director | A-Award | A | Common Stock | 8,278 | 0.00 | — | 28,270 | — | ↗ |
| 2024-05-30 | O'Kelly Ciaran | Director | A-Award | A | Common Stock | 8,278 | 0.00 | — | 26,761 | — | ↗ |
| 2024-05-30 | Huber Jeff | Director | A-Award | A | Common Stock | 8,278 | 0.00 | — | 24,815 | — | ↗ |
| 2024-05-30 | Hentges Mary | Director | A-Award | A | Common Stock | 8,278 | 0.00 | — | 25,733 | — | ↗ |
| 2024-05-30 | Cooper Kerry Whorton | Director | A-Award | A | Common Stock | 8,278 | 0.00 | — | 8,278 | — | ↗ |
| 2024-05-28 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 23.71 | 23.7K | 381,398 | — | ↗ |
| 2024-05-23 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 2,156 | 24.27 | 52.3K | 25,821 | — | ↗ |
| 2024-05-20 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 1,188 | 25.61 | 30.4K | 27,977 | — | ↗ |
| 2024-05-20 | Gu Paul | Director / Officer | S-Sale | D | Common Stock | 15,131 | 25.61 | 387.5K | 894,629 | — | ↗ |
| 2024-05-20 | Girouard Dave | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 2,997 | 25.62 | 76.8K | 64,873 | — | ↗ |
| 2024-05-20 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 18,138 | 25.61 | 464.5K | 382,398 | — | ↗ |
| 2024-05-20 | Darling Scott | Officer | S-Sale | D | Common Stock | 4,383 | 25.62 | 112.3K | 199,993 | — | ↗ |
| 2024-05-17 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 16,164 | 8.88 | 143.5K | 909,760 | — | ↗ |
| 2024-05-15 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 30,000 | 0.60 | 18.0K | 923,596 | — | ↗ |
| 2024-04-01 | Gu Paul | Director / Officer | M-Exempt | A | Common Stock | 60,000 | 0.60 | 36.0K | 953,596 | — | ↗ |
| 2024-03-11 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 27.50 | 27.5K | 400,536 | — | ↗ |
| 2024-03-04 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 26.21 | 26.2K | 401,536 | — | ↗ |
| 2024-03-01 | Mirgorodskaya Natalia | Officer | M-Exempt | D | Employee Stock Option (Right to buy) | 2,500 | 0.43 | 1.1K | 4,500 | — | ↗ |
| 2024-03-01 | Gu Paul | Director / Officer | S-Sale | D | Common Stock | 1,297 | 26.16 | 33.9K | 893,596 | — | ↗ |
| 2024-02-29 | Mirgorodskaya Natalia | Officer | A-Award | A | Employee Stock Option (Right to buy) | 582 | 25.75 | 15.0K | 582 | — | ↗ |
| 2024-02-29 | Gu Paul | Director / Officer | A-Award | A | Common Stock | 61,201 | 0.00 | — | 893,596 | — | ↗ |
| 2024-02-29 | Girouard Dave | Director / Officer / 10% Owner | A-Award | A | Employee Stock Option (Right to buy) | 417,098 | 25.75 | 10.74M | 417,098 | — | ↗ |
| 2024-02-29 | Datta Sanjay | Officer | A-Award | A | Employee Stock Option (Right to buy) | 116,281 | 25.75 | 2.99M | 116,281 | — | ↗ |
| 2024-02-29 | Darling Scott | Officer | A-Award | A | Common Stock | 30,601 | 0.00 | — | 204,376 | — | ↗ |
| 2024-02-26 | Datta Sanjay | Officer | S-Sale | D | Common Stock | 1,000 | 24.13 | 24.1K | 341,335 | — | ↗ |
| 2024-02-26 | Darling Scott | Officer | S-Sale | D | Common Stock | 1,000 | 25.42 | 25.4K | 173,775 | — | ↗ |
| 2024-02-23 | Mirgorodskaya Natalia | Officer | S-Sale | D | Common Stock | 1,919 | 24.30 | 46.6K | 28,246 | — | ↗ |
| 2024-02-21 | Darling Scott | Officer | S-Sale | D | Common Stock | 536 | 24.52 | 13.1K | 174,775 | — | ↗ |
Executive team
Top executives
EBIT / Employee
38.7K
Shares Outstanding
95.71M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Dave Girouard Chief Executive Officer | 536.7K | — | — | 8.60M | 536.6K | — | 9.67M | 88.90% | ↗ |
| 2 | 2025 | Paul Gu Chief Technology Officer | 482.1K | — | 1.96M | 2.00M | 408.3K | 4.5K | 4.85M | 81.55% | ↗ |
| 3 | 2025 | Sanjay Datta Chief Financial Officer | 482.1K | — | 1.96M | 2.00M | 385.9K | 4.5K | 4.83M | 81.93% | ↗ |
| 4 | 2025 | Scott Darling Chief Legal Officer and Corporate Secretary | 435.0K | — | 977.8K | 1.01M | 328.0K | 4.5K | 2.75M | 72.10% | ↗ |
| 5 | 2024 | Dave Girouard Chief Executive Officer | 496.7K | — | — | 5.81M | 801.1K | — | 7.11M | 81.75% | ↗ |
| 6 | 2024 | Paul Gu Chief Technology Officer | 447.9K | — | 1.58M | 1.62M | 749.7K | 4.5K | 4.40M | 72.69% | ↗ |
| 7 | 2024 | Sanjay Datta Chief Financial Officer | 447.9K | — | 1.58M | 1.62M | 749.7K | 4.5K | 4.40M | 72.69% | ↗ |
| 8 | 2024 | Scott Darling Chief Legal Officer and Corporate Secretary | 432.9K | — | 788.0K | 846.9K | 483.1K | 4.5K | 2.56M | 63.98% | ↗ |
| 9 | 2023 | Dave Girouard Chief Executive Officer | 460.0K | — | — | 6.45M | 207.0K | — | 7.12M | 90.63% | ↗ |
| 10 | 2023 | Sanjay Datta Chief Financial Officer | 423.8K | — | 2.55M | 2.55M | 210.6K | 3.4K | 5.74M | 88.89% | ↗ |
| 11 | 2023 | Paul Gu Chief Technology Officer | 390.8K | — | 2.55M | 2.55M | 194.2K | 4.5K | 5.69M | 89.64% | ↗ |
| 12 | 2023 | Scott Darling Chief Legal Officer and Corporate Secretary | 410.0K | 92.6K | — | — | 180.7K | 4.5K | 687.8K | 0.00% | ↗ |
| 13 | 2022 | Paul Gu Chief Technology Officer | 80.8K | — | 51.76M | — | — | 4.5K | 51.85M | 99.84% | ↗ |
| 14 | 2022 | Sanjay Datta Chief Financial Officer | 410.0K | — | 7.35M | 3.63M | 123.0K | 4.5K | 11.52M | 95.33% | ↗ |
| 15 | 2022 | Dave Girouard Chief Executive Officer | 460.0K | — | 4.40M | 4.74M | — | — | 9.61M | 95.21% | ↗ |
| 16 | 2022 | Scott Darling Chief Legal Officer and Corporate Secretary | 37.6K | 7.4K | 2.62M | 3.09M | — | — | 5.75M | 99.22% | ↗ |
| 17 | 2022 | Anna Counselman SVP, Business Operations | 360.0K | — | 899.0K | 968.2K | 49.5K | 4.5K | 2.28M | 81.85% | ↗ |
| 18 | 2021 | Dave Girouard Chief Executive Officer | 455.0K | — | 6.67M | 7.83M | — | — | 14.96M | 96.96% | ↗ |
| 19 | 2021 | Paul Gu SVP, Product and Data Science | 409.2K | — | 3.18M | 3.74M | 591.0K | 2.3K | 7.93M | 87.35% | ↗ |
| 20 | 2021 | Paul Gu Chief Technology Officer | 409.2K | — | 3.18M | 3.74M | 591.0K | 2.3K | 7.93M | 87.35% | ↗ |
| 21 | 2021 | Sanjay Datta Chief Financial Officer | 409.2K | — | 3.18M | 3.74M | 591.0K | 2.3K | 7.93M | 87.35% | ↗ |
| 22 | 2021 | Alison Nicoll General Counsel and Corporate Secretary | 359.2K | — | 1.53M | 1.80M | 328.0K | 2.3K | 4.02M | 82.86% | ↗ |
| 23 | 2021 | Anna Counselman SVP, People and Operations | 359.2K | — | 1.53M | 1.80M | 328.0K | 2.3K | 4.02M | 82.86% | ↗ |
| 24 | 2021 | Anna Counselman SVP, Business Operations | 359.2K | — | 1.53M | 1.80M | 328.0K | 2.3K | 4.02M | 82.86% | ↗ |
| 25 | 2020 | Dave Girouard Chief Executive Officer | 396.7K | — | — | 8.03M | 337.0K | — | 8.76M | 91.63% | ↗ |
| 26 | 2020 | Sanjay Datta Chief Financial Officer | 397.9K | — | — | 1.12M | 339.0K | — | 1.85M | 60.21% | ↗ |
| 27 | 2020 | Paul Gu SVP, Product and Data Science | 390.0K | — | — | 1.12M | 332.0K | — | 1.84M | 60.70% | ↗ |
| 28 | 2020 | Paul Gu Chief Technology Officer | 390.0K | — | — | 1.12M | 332.0K | — | 1.84M | 60.70% | ↗ |
| 29 | 2019 | Sanjay Datta Chief Financial Officer | 375.0K | — | — | 384.5K | 189.0K | — | 948.5K | 40.54% | ↗ |
| 30 | 2019 | Paul Gu SVP, Product and Data Science | 269.8K | — | — | 384.5K | 145.7K | — | 800.0K | 48.07% | ↗ |
| 31 | 2019 | Dave Girouard Chief Executive Officer | 360.0K | — | — | — | — | — | 360.0K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Andrea Blankmeyer | Chief Financial Officer | 1M | female |
| David J. Girouard | Executive Chairman & Special Advisor | 1M | male |
| Paul Gu | Co-Founder & Director | 894.9K | male |
| Sanjay Datta | President of Capital & Enterprise | 872.5K | male |
| Scott Darling | Chief Legal Officer & Corporate Secretary | 767.5K | male |
| Grant Schneider | Chief Technology Officer | — | male |
| Natalia Mirgorodskaya | Chief Accounting Officer | — | — |
| Alice Berry | Senior Director of Treasury | — | female |
| Sonya Banerjee | Head of Investor Relations | — | female |
| Annie Delgado | Chief Compliance Officer & Chief Risk Officer | — | female |
| Becca Kidder | Chief People Officer | — | female |
| Chantal Rapport | Chief Marketing Officer | — | female |
ESG Rating
ESG Score History FINANCIAL - CREDIT SERVICES
Benchmark vs Sector
Senate Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for UPST
Short-term intention
Target Price Distribution
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