Upwork Inc. (UPWK)
Palo Alto, CA, US
Upwork Inc., operating alongside its subsidiaries, provides a leading online work marketplace that connects businesses globally with independent professionals and agencies, spanning the United States, India, the Philippines, and other international markets. The platform grants clients access to a vast and diverse pool of talent, covering a wide array of specializations. These include key areas like sales and marketing, customer service, data science and analytics, creative design, and various aspects of web, mobile, and software development. Beyond talent acquisition, the marketplace also streamlines key operational workflows for businesses, such as sourcing candidates, managing outreach, and facilitating contract agreements. To support effective remote collaborations, Upwork offers a suite of functionalities, including robust communication and collaboration tools, simplified invoicing directly through the platform, and comprehensive payment protection. Upwork's marketplace offerings encompass various service tiers, such as Upwork Basic, Plus, Enterprise, and Payroll solutions, alongside managed and internet escrow agency services. Originally incorporated in 2013 and initially known as Elance-oDesk, Inc., the company rebranded to Upwork Inc. in May 2015. It maintains its headquarters in San Francisco, California.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -5.17% | -18.30% | -21.67% | -36.31% | -51.00% | -57.87% | -52.01% | +4.38% | -78.13% | -60.58% | -60.58% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 5 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 4 |
23.00
+150.0%
|
| Last Year | 14 |
23.07
+150.8%
|
| All Time | 39 |
25.79
+180.3%
|
-
Revenue growth Staffing & Employment Services: +6.7%+2.4% Q1'26: +1.4% (vs Q1'25)
-
EPS growth Staffing & Employment Services: +18.1%-45.4% Q1'26: -11.1% (vs Q1'25)
-
FCF margin FCF growth · Staffing & Employment Services: +32.6%+17.9% Q1'26: +10.9% (vs Q1'25)
-
EBIT margin Staffing & Employment Services: +5.7%+17.9% ★ Q1'26: +16.7% (vs Q1'25)
-
ROIC Staffing & Employment Services: +12.1%+31.7% ★ Q1'26: +29.9% (vs Q1'25)
-
Share dilution Staffing & Employment Services: +0.4%-2.6% ★ Q1'26: -5.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Staffing & Employment Services: -1.18×2.33× ★ Q1'26: 2.22× (vs Q1'25)
* 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.
| Metric |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 7 Rev. Ana. 4 EPS Ana. |
Dec 2027 7 Rev. Ana. 4 EPS Ana. |
Dec 2028 4 Rev. Ana. 3 EPS Ana. |
Dec 2029 3 Rev. Ana. 1 EPS Ana. |
Dec 2030 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
253.35M
est: 251.55M (+0.7%)
|
300.56M
est: 301.34M (-0.3%)
|
373.63M
est: 364.81M (+2.4%)
|
502.80M
est: 497.74M (+1.0%)
|
618.32M
est: 616.11M (+0.4%)
|
689.14M
est: 743.73M (-7.3%)
|
769.33M
est: 758.24M (+1.5%)
|
787.78M
est: 786.96M (+0.1%)
|
789.44M
759.36M – 835.56M
+0.3% YoY
|
847.42M
815.13M – 896.93M
+7.3% YoY
|
1.00B
966.56M – 1.03B
+18.1% YoY
|
1.18B
1.13B – 1.25B
+17.9% YoY
|
1.29B
1.24B – 1.36B
+8.9% YoY
|
| EBITDA |
-12.91M
est: -6.19M (-108.6%)
|
-5.88M
est: -10.37M (+43.3%)
|
-7.91M
est: -1.16M (-583.5%)
|
-40.13M
est: -36.65M (-9.5%)
|
-81.49M
est: -73.41M (-11.0%)
|
1.46M
est: 359.62M (-99.6%)
|
82.86M
est: 366.64M (-77.4%)
|
163.45M
est: 380.52M (-57.0%)
|
381.73M
367.18M – 404.03M
+0.3% YoY
|
409.76M
394.14M – 433.70M
+7.3% YoY
|
483.91M
467.37M – 500.45M
+18.1% YoY
|
570.53M
548.78M – 603.85M
+17.9% YoY
|
621.44M
597.76M – 657.75M
+8.9% YoY
|
| EBIT |
-17.85M
est: -12.45M (-43.5%)
|
-15.33M
est: -22.94M (+33.2%)
|
-21.94M
est: -19.43M (-12.9%)
|
-53.94M
est: -48.98M (-10.1%)
|
-92.62M
est: -89.45M (-3.5%)
|
-11.26M
est: 339.76M (-103.3%)
|
65.21M
est: 346.39M (-81.2%)
|
140.98M
est: 359.51M (-60.8%)
|
360.65M
346.90M – 381.71M
+0.3% YoY
|
387.13M
372.38M – 409.75M
+7.3% YoY
|
457.19M
441.56M – 472.81M
+18.1% YoY
|
539.02M
518.48M – 570.51M
+17.9% YoY
|
587.13M
564.75M – 621.42M
+8.9% YoY
|
| Net Income |
-19.91M
est: -39.25M (+49.3%)
|
-16.66M
est: -20.38M (+18.3%)
|
-22.87M
est: -19.03M (-20.2%)
|
-56.24M
est: -51.17M (-9.9%)
|
-89.89M
est: -28.15M (-219.3%)
|
46.89M
est: 74.37M (-37.0%)
|
215.59M
est: 141.95M (+51.9%)
|
115.43M
est: 190.45M (-39.4%)
|
204.28M
191.63M – 216.93M
+7.3% YoY
|
235.58M
220.99M – 250.17M
+15.3% YoY
|
273.17M
253.84M – 292.49M
+16.0% YoY
|
331.81M
315.36M – 357.00M
+21.5% YoY
|
361.08M
343.19M – 388.50M
+8.8% YoY
|
| SGA |
122.30M
est: 132.72M (-7.9%)
|
163.22M
est: 205.66M (-20.6%)
|
204.74M
est: 264.61M (-22.6%)
|
296.38M
est: 269.49M (+10.0%)
|
370.83M
est: 408.26M (-9.2%)
|
339.61M
est: 365.31M (-7.0%)
|
314.01M
est: 372.43M (-15.7%)
|
288.14M
est: 386.54M (-25.5%)
|
387.76M
372.98M – 410.42M
+0.3% YoY
|
416.24M
400.38M – 440.56M
+7.3% YoY
|
491.56M
474.76M – 508.36M
+18.1% YoY
|
579.55M
557.46M – 613.40M
+17.9% YoY
|
631.27M
607.21M – 668.15M
+8.9% YoY
|
| EPS |
-0.19
est: -0.27 (+30.7%)
|
-0.15
est: 0.02 (-1,037.5%)
|
-0.19
est: -0.02 (-1,164.6%)
|
-0.44
est: -0.08 (-478.9%)
|
-0.69
est: -0.13 (-430.9%)
|
0.35
est: 0.55 (-36.5%)
|
1.61
est: 1.02 (+58.1%)
|
0.87
est: 1.35 (-35.5%)
|
1.45
1.37 – 1.56
+7.3% YoY
|
1.67
1.59 – 1.79
+15.3% YoY
|
1.99
1.82 – 2.10
+19.4% YoY
|
2.38
2.26 – 2.56
+19.5% YoY
|
2.59
2.46 – 2.79
+8.8% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 10.76M | 8.39% | — | 223.7K | 10.43M | 327.6K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 2 | 52-0556948 | 10.21M | 7.70% | 10.20M | — | — | — | IA | Maryland | 2024-11-14 | ↗ |
| 3 | Benchmark Capital Partners V, L.P. (“BCP V”) | 9.83M | 9.20% | 9.83M | 9.83M | 9.83M | 9.83M | PN | Delaware | 2019-02-11 | ↗ |
| 4 | (1) BlackRock, Inc. | 8.19M | 6.40% | 8.03M | — | 8.19M | — | HC | Delaware | 2022-02-08 | ↗ |
| 5 | Quincy J. Lee | 7.86M | 5.90% | 515.9K | 7.34M | 515.9K | — | HC, IN | United States | 2024-11-14 | ↗ |
| 6 | Ancient Art, L.P. | 7.34M | 5.50% | — | 7.34M | — | — | IA, PN | Texas | 2024-11-14 | ↗ |
| 7 | Trango II, L.L.C. | 7.34M | 5.50% | — | 7.34M | — | — | HC, OO | Texas | 2024-11-14 | ↗ |
| 8 | Baillie Gifford & Co (Scottish partnership) | 6.81M | 11.00% | — | — | — | — | IA | SCOTLAND UK | 2023-01-23 | ↗ |
| 9 | DANIEL C. MARRIOTT | 5.31M | 5.00% | 5.31M | — | 5.31M | — | IN | DELAWARE | 2019-02-14 | ↗ |
| 10 | KENNETH A. FOX | 5.31M | 5.00% | 5.31M | — | 5.31M | — | IN | DELAWARE | 2019-02-14 | ↗ |
| 11 | SG GROWTH PARTNERS I, LP | 5.31M | 5.00% | 5.31M | — | 5.31M | — | PN | DELAWARE | 2019-02-14 | ↗ |
| 12 | SGGP I, LLC | 5.31M | 5.00% | 5.31M | — | 5.31M | — | OO | DELAWARE | 2019-02-14 | ↗ |
| 13 | Kevin R. Harvey | 2.50M | 2.00% | 2.50M | — | 2.50M | — | IN | U.S. Citizen | 2021-02-16 | ↗ |
| 14 | J. William Gurley | 470.8K | 0.40% | 470.8K | — | 470.8K | — | IN | U.S. Citizen | 2021-02-16 | ↗ |
| 15 | Robert C. Kagle | 250.0K | 0.20% | 250.0K | — | 250.0K | — | IN | U.S. Citizen | 2021-02-16 | ↗ |
| 16 | Steven M. Spurlock | 90.1K | 0.10% | 90.1K | — | 90.1K | — | IN | U.S. Citizen | 2021-02-16 | ↗ |
| 17 | 95-1411037 | 13.00 | 5.40% | 7.15M | — | 7.15M | — | IA | Delaware | 2023-02-13 | ↗ |
| 18 | Alexandre Balkanski | — | 0.00% | — | — | — | — | IN | U.S. Citizen | 2021-02-16 | ↗ |
| 19 | Benchmark Capital Management Co. V, L.L.C. | — | 0.00% | — | — | — | — | OO | Delaware | 2021-02-16 | ↗ |
| 20 | Benchmark Founders’ Fund V, L.P. (“BFF V”) | — | 0.00% | — | — | — | — | PN | Delaware | 2021-02-16 | ↗ |
| 21 | Benchmark Founders’ Fund V-A, L.P. (“BFF V-A”) | — | 0.00% | — | — | — | — | PN | Delaware | 2021-02-16 | ↗ |
| 22 | Benchmark Founders’ Fund V-B, L.P. (“BFF V-B”) | — | 0.00% | — | — | — | — | PN | Delaware | 2021-02-16 | ↗ |
| 23 | Bruce W. Dunlevie | — | 0.00% | — | — | — | — | IN | U.S. Citizen | 2021-02-16 | ↗ |
| 24 | L.P. (“BCP V”) | — | 0.00% | — | — | — | — | PN | Delaware | 2021-02-16 | ↗ |
| 25 | Mitchell H. Lasky | — | 0.00% | — | — | — | — | IN | U.S. Citizen | 2021-02-16 | ↗ |
| 26 | Peter Fenton | — | 0.00% | — | — | — | — | IN | U.S. Citizen | 2021-02-16 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 20.06M +8.5M (+73.8%) | 397.63M +183.2M (+85.5%) | 15.36% +6.625 pp | 0.01% +0.003 pp | USD15.16 +30.7% | 6 qtrs — |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | 19.23M +5.9M (+44.2%) | 381.17M +133.5M (+53.9%) | 14.72% +4.633 pp | 0.04% +0.015 pp | USD14.85 +33.5% | 29 qtrs — |
| 3 | VANGUARD GROUP INC | 14.99M +322.5K (+2.2%) | 297.09M +24.7M (+9.1%) | 11.48% +0.380 pp | 0.00% +0.000 pp | USD20.02 -1.0% | 29 qtrs — |
| 4 | LSV ASSET MANAGEMENT | 6.54M +23.9K (+0.4%) | 129.57M +8.6M (+7.1%) | 5.00% +0.077 pp | 0.28% +0.016 pp | USD13.72 +44.5% | 5 qtrs — |
| 5 | STATE STREET CORP | 4.89M +1.9M (+64.1%) | 96.94M +41.6M (+75.1%) | 3.74% +1.489 pp | 0.00% +0.001 pp | USD20.52 -3.4% | 29 qtrs — |
| 6 | ANCIENT ART, L.P. | 4.64M +372.1K (+8.7%) | 91.98M +12.7M (+16.0%) | 3.50% +0.274 pp | 20.81% +1.755 pp | USD13.84 +43.2% | 28 qtrs — |
| 7 | INVESCO LTD. | 3.59M +576.5K (+19.2%) | 71.07M +15.2M (+27.2%) | 2.75% +0.469 pp | 0.01% +0.002 pp | USD16.53 +19.9% | 26 qtrs — |
| 8 | CAPITAL INTERNATIONAL INVESTORS | 3.29M +900.3K (+37.7%) | 65.19M +20.8M (+47.0%) | 2.52% +0.711 pp | 0.01% +0.003 pp | USD14.04 +41.2% | 27 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3.08M -1.1K (0.0%) | 61.14M +3.8M (+6.7%) | 2.36% +0.027 pp | 0.00% +0.000 pp | USD24.23 -18.2% | 29 qtrs — |
| 10 | BOSTON PARTNERS | 2.93M +610.3K (+26.3%) | 58.29M +15.3M (+35.7%) | 2.25% +0.488 pp | 0.06% +0.016 pp | USD18.35 +8.0% | 4 qtrs — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 2.94M +107.4K (+3.8%) | 58.19M +5.7M (+10.8%) | 2.22% +0.076 pp | 0.01% +0.001 pp | USD12.80 +54.8% | 11 qtrs — |
| 12 | MORGAN STANLEY | 2.77M -2.0M (-42.0%) | 54.81M -33.8M (-38.1%) | 2.12% -1.491 pp | 0.00% -0.002 pp | USD13.85 +43.1% | 29 qtrs — |
| 13 | GOLDMAN SACHS GROUP INC | 2.20M -1.4M (-39.4%) | 43.54M -23.7M (-35.3%) | 1.68% -1.059 pp | 0.01% -0.003 pp | USD15.15 +30.8% | 29 qtrs — |
| 14 | RENAISSANCE TECHNOLOGIES LLC | 2.16M +356.3K (+19.8%) | 42.79M +9.3M (+27.8%) | 1.65% +0.289 pp | 0.07% +0.022 pp | USD15.66 +26.6% | 26 qtrs — |
| 15 | FMR LLC | 2.16M +2.1M (+17,267.0%) | 42.77M +42.5M (+18,435.3%) | 1.63% +1.620 pp | 0.00% +0.002 pp | USD19.80 +0.1% | 29 qtrs — |
| 16 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 2.03M +2.0M (+100.0%) | 40.14M +40.1M (+100.0%) | 1.55% +1.550 pp | 0.83% +0.835 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 17 | NUVEEN, LLC | 1.77M -26.1K (-1.4%) | 35.12M +1.7M (+5.2%) | 1.36% -0.004 pp | 0.01% +0.000 pp | USD15.03 +31.9% | 4 qtrs — |
| 18 | AMERICAN CENTURY COMPANIES INC | 1.40M +710.3K (+102.7%) | 27.78M +14.9M (+116.4%) | 1.07% +0.550 pp | 0.01% +0.007 pp | USD17.83 +11.2% | 12 qtrs — |
| 19 | FIERA CAPITAL CORP | 1.38M +338.0K (+32.4%) | 27.35M +8.0M (+41.4%) | 1.06% +0.268 pp | 0.09% +0.024 pp | USD14.71 +34.7% | 4 qtrs — |
| 20 | ALLIANZ ASSET MANAGEMENT GMBH | 1.22M -638.6K (-34.3%) | 24.25M -10.3M (-29.9%) | 0.94% -0.472 pp | 0.02% -0.014 pp | USD15.75 +25.8% | 7 qtrs — |
| 21 | NORTHERN TRUST CORP | 1.22M +26.3K (+2.2%) | 24.21M +2.0M (+9.1%) | 0.92% +0.018 pp | 0.00% +0.000 pp | USD19.39 +2.2% | 29 qtrs — |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.20M +104.2K (+9.5%) | 23.70M +3.4M (+16.9%) | 0.92% +0.090 pp | 0.00% +0.000 pp | USD23.37 -15.2% | 29 qtrs — |
| 23 | BANK OF AMERICA CORP /DE/ | 1.09M -203.4K (-15.8%) | 21.51M -2.4M (-10.1%) | 0.83% -0.144 pp | 0.00% 0.000 pp | USD15.32 +29.4% | 29 qtrs — |
| 24 | BAILLIE GIFFORD & CO | 1.03M -147.5K (-12.5%) | 20.43M -1.5M (-6.6%) | 0.75% -0.139 pp | 0.02% +0.001 pp | USD25.57 -22.5% | 27 qtrs — |
| 25 | PRINCIPAL FINANCIAL GROUP INC | 964.6K +734.3K (+318.8%) | 19.12M +14.8M (+346.9%) | 0.70% +0.530 pp | 0.01% +0.008 pp | USD18.61 +6.5% | 23 qtrs — |
| 26 | WELLINGTON MANAGEMENT GROUP LLP | 923.1K +284.1K (+44.5%) | 18.30M +6.4M (+54.2%) | 0.70% +0.213 pp | 0.00% +0.001 pp | USD18.95 +4.6% | 2 qtrs — |
| 27 | BARCLAYS PLC | 912.8K +395.1K (+76.3%) | 18.09M +12.7M (+234.4%) | 0.70% +0.307 pp | 0.00% +0.003 pp | USD17.44 +13.6% | 29 qtrs — |
| 28 | DEUTSCHE BANK AG\ | 896.7K +777.9K (+654.5%) | 17.77M +15.6M (+705.3%) | 0.65% +0.565 pp | 0.01% +0.005 pp | USD19.25 +3.0% | 29 qtrs — |
| 29 | TWO SIGMA INVESTMENTS, LP | 841.8K -642.3K (-43.3%) | 16.68M -10.9M (-39.5%) | 0.64% -0.478 pp | 0.02% -0.018 pp | USD15.84 +25.1% | 25 qtrs — |
| 30 | BANK OF NEW YORK MELLON CORP | 753.2K +324.4K (+75.7%) | 14.93M +7.0M (+87.5%) | 0.58% +0.252 pp | 0.00% +0.001 pp | USD21.91 -9.5% | 29 qtrs — |
| 31 | INVENOMIC CAPITAL MANAGEMENT LP | 735.1K -599.4K (-44.9%) | 14.57M -10.2M (-41.2%) | 0.55% -0.455 pp | 0.68% -0.522 pp | USD18.57 +6.7% | 13 qtrs — |
| 32 | PORTOLAN CAPITAL MANAGEMENT, LLC | 719.6K +325.7K (+82.7%) | 14.26M +6.9M (+95.0%) | 0.55% +0.253 pp | 0.76% +0.368 pp | USD19.14 +3.6% | 4 qtrs — |
| 33 | AMERIPRISE FINANCIAL INC | 635.9K +347.4K (+120.5%) | 12.62M +7.3M (+135.6%) | 0.48% +0.262 pp | 0.00% +0.002 pp | USD17.98 +10.2% | 22 qtrs — |
| 34 | J. GOLDMAN & CO LP | 600.0K +90.0K (+17.6%) | 11.89M +2.4M (+25.6%) | 0.46% +0.074 pp | 0.31% +0.075 pp | USD18.76 +5.7% | 2 qtrs — |
| 35 | BRIDGEWATER ASSOCIATES, LP | 541.1K -100.0K (-15.6%) | 10.72M -1.2M (-9.9%) | 0.41% -0.077 pp | 0.04% -0.008 pp | USD18.57 +6.7% | 4 qtrs — |
| 36 | PARALLAX VOLATILITY ADVISERS, L.P. | 520.0K +— (+0.0%) | 10.31M +650.0K (+6.7%) | 0.40% +0.005 pp | 0.02% +0.006 pp | USD17.35 +14.2% | 25 qtrs — |
| 37 | HILLSDALE INVESTMENT MANAGEMENT INC. | 502.5K -2.8K (-0.6%) | 9.96M +576.1K (+6.1%) | 0.37% -0.015 pp | 0.27% -0.009 pp | USD12.55 +57.9% | 10 qtrs — |
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 480.3K -158.9K (-24.9%) | 9.52M -2.4M (-19.8%) | 0.37% -0.116 pp | 0.00% 0.000 pp | USD18.32 +8.2% | 29 qtrs — |
| 39 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 462.3K -41.3K (-8.2%) | 9.16M -189.6K (-2.0%) | 0.35% -0.027 pp | 1.23% -0.021 pp | USD15.03 +31.9% | 5 qtrs — |
| 40 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 452.2K +452.2K (+100.0%) | 8.96M +9.0M (+100.0%) | 0.35% +0.346 pp | 0.03% +0.030 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 41 | JANUS HENDERSON GROUP PLC | 448.4K +389.3K (+659.1%) | 8.89M +7.8M (+710.0%) | 0.34% +0.294 pp | 0.00% +0.004 pp | USD19.25 +3.0% | 18 qtrs — |
| 42 | KESTREL INVESTMENT MANAGEMENT CORP | 435.5K -15.5K (-3.4%) | 8.63M +255.0K (+3.0%) | 0.32% -0.023 pp | 4.89% +0.171 pp | USD10.45 +89.7% | 6 qtrs — |
| 43 | UBS GROUP AG | 431.5K -23.2K (-5.1%) | 8.55M +109.5K (+1.3%) | 0.33% -0.014 pp | 0.00% +0.000 pp | USD16.30 +21.6% | 29 qtrs — |
| 44 | AQR CAPITAL MANAGEMENT LLC | 431.2K +130.3K (+43.3%) | 8.55M +3.0M (+52.9%) | 0.33% +0.098 pp | 0.00% +0.001 pp | USD17.61 +12.5% | 10 qtrs — |
| 45 | FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 401.7K +10.4K (+2.6%) | 7.96M +694.4K (+9.6%) | 0.31% +0.012 pp | 1.53% +0.098 pp | USD18.60 +6.6% | 2 qtrs — |
| 46 | SKYVIEW INVESTMENT ADVISORS, LLC | 392.5K -9.9K (-2.5%) | 7.78M +307.0K (+4.1%) | 0.30% -0.004 pp | 0.98% +0.038 pp | USD14.67 +35.1% | 21 qtrs — |
| 47 | CIRCUMFERENCE GROUP LLC | 385.0K +10.0K (+2.7%) | 7.63M +667.0K (+9.6%) | 0.29% +0.007 pp | 8.22% +0.441 pp | USD13.25 +49.6% | 9 qtrs — |
| 48 | STATE OF WISCONSIN INVESTMENT BOARD | 375.4K +108.1K (+40.4%) | 7.44M +2.5M (+49.9%) | 0.28% +0.081 pp | 0.02% +0.005 pp | USD14.94 +32.7% | 21 qtrs — |
| 49 | PEAK6 LLC | 350.0K +307.9K (+731.4%) | 6.94M +6.2M (+787.3%) | 0.27% +0.236 pp | 0.01% +0.012 pp | USD19.67 +0.8% | 5 qtrs — |
| 50 | FIRST TRUST ADVISORS LP | 344.0K +160.1K (+87.1%) | 6.82M +3.4M (+99.6%) | 0.26% +0.124 pp | 0.01% +0.002 pp | USD16.64 +19.1% | 7 qtrs — |
| 51 | LEGAL & GENERAL GROUP PLC | 332.9K +186.1K (+126.8%) | 6.60M +3.9M (+142.0%) | 0.25% +0.144 pp | 0.00% +0.001 pp | USD24.76 -20.0% | 21 qtrs — |
| 52 | CLEARBRIDGE INVESTMENTS, LLC | 332.5K +332.5K (+100.0%) | 6.59M +6.6M (+100.0%) | 0.25% +0.255 pp | 0.01% +0.005 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 53 | ALLIANCEBERNSTEIN L.P. | 328.2K -20.9K (-6.0%) | 6.50M +21.8K (+0.3%) | 0.25% -0.013 pp | 0.00% +0.000 pp | USD16.68 +18.8% | 28 qtrs — |
| 54 | RHUMBLINE ADVISERS | 327.1K +140.5K (+75.3%) | 6.48M +3.0M (+87.1%) | 0.25% +0.109 pp | 0.01% +0.003 pp | USD19.84 -0.1% | 29 qtrs — |
| 55 | KING LUTHER CAPITAL MANAGEMENT CORP | 317.5K +1.5K (+0.5%) | 6.29M +424.1K (+7.2%) | 0.24% +0.004 pp | 0.03% +0.001 pp | USD14.14 +40.2% | 23 qtrs — |
| 56 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 314.2K -729.6K (-69.9%) | 6.23M -13.2M (-67.9%) | 0.24% -0.549 pp | 0.00% -0.009 pp | USD15.63 +26.8% | 9 qtrs — |
| 57 | NEW YORK STATE COMMON RETIREMENT FUND | 303.2K +5.2K (+1.7%) | 6.01M +475.6K (+8.6%) | 0.23% +0.007 pp | 0.01% +0.001 pp | USD13.99 +41.7% | 28 qtrs — |
| 58 | DANSKE BANK A/S | 301.6K -73.6K (-19.6%) | 5.98M -990.3K (-14.2%) | 0.22% -0.064 pp | 0.01% -0.003 pp | USD14.83 +33.6% | 8 qtrs — |
| 59 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 302.5K -67.5K (-18.2%) | 5.96M -914.5K (-13.3%) | 0.22% -0.059 pp | 0.01% -0.002 pp | USD14.10 +40.6% | 4 qtrs — |
| 60 | SCHRODER INVESTMENT MANAGEMENT GROUP | 290.8K +290.8K (+100.0%) | 5.69M +5.7M (+100.0%) | 0.22% +0.223 pp | 0.00% +0.004 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 61 | FRANKLIN RESOURCES INC | 274.8K +248.0 (+0.1%) | 5.45M +348.1K (+6.8%) | 0.21% +0.003 pp | 0.00% +0.000 pp | USD13.36 +48.4% | 14 qtrs — |
| 62 | JUPITER ASSET MANAGEMENT LTD | 274.7K -232.3K (-45.8%) | 5.45M -4.0M (-42.2%) | 0.21% -0.173 pp | 0.04% -0.037 pp | USD16.95 +16.9% | 4 qtrs — |
| 63 | GLOBEFLEX CAPITAL L P | 269.6K +— (+0.0%) | 5.34M +337.1K (+6.7%) | 0.20% -0.007 pp | 0.82% +0.047 pp | USD11.49 +72.5% | 9 qtrs — |
| 64 | RESOURCES INVESTMENT ADVISORS, LLC. | 257.9K -10.5K (-3.9%) | 5.11M +127.7K (+2.6%) | 0.20% -0.006 pp | 0.05% -0.001 pp | USD12.85 +54.2% | 12 qtrs — |
| 65 | SWISS NATIONAL BANK | 248.4K +6.0K (+2.5%) | 4.92M +421.9K (+9.4%) | 0.19% +0.007 pp | 0.00% +0.000 pp | USD25.27 -21.6% | 27 qtrs — |
| 66 | WELLS FARGO & COMPANY/MN | 243.4K +66.3K (+37.4%) | 4.82M +1.5M (+46.7%) | 0.19% +0.052 pp | 0.00% +0.000 pp | USD15.22 +30.2% | 29 qtrs — |
| 67 | UBS ASSET MANAGEMENT AMERICAS INC | 238.0K -31.5K (-11.7%) | 4.72M -287.9K (-5.8%) | 0.18% -0.022 pp | 0.00% 0.000 pp | USD16.42 +20.7% | 29 qtrs — |
| 68 | ALGERT GLOBAL LLC | 234.6K -1.4K (-0.6%) | 4.65M +267.0K (+6.1%) | 0.18% +0.001 pp | 0.07% -0.001 pp | USD17.51 +13.2% | 18 qtrs — |
| 69 | NORDEA INVESTMENT MANAGEMENT AB | 221.5K -25.1K (-10.2%) | 4.39M -209.3K (-4.6%) | 0.16% -0.025 pp | 0.00% 0.000 pp | USD13.22 +49.9% | 4 qtrs — |
| 70 | PENSERRA CAPITAL MANAGEMENT LLC | 208.5K +1.9K (+0.9%) | 4.13M +296.0K (+7.7%) | 0.16% +0.001 pp | 0.05% +0.003 pp | USD25.96 -23.7% | 19 qtrs — |
| 71 | SQUAREPOINT OPS LLC | 186.4K -424.7K (-69.5%) | 3.69M -7.7M (-67.4%) | 0.14% -0.320 pp | 0.00% -0.008 pp | USD15.85 +25.0% | 3 qtrs — |
| 72 | ROYAL BANK OF CANADA | 180.2K -274.9K (-60.4%) | 3.57M -4.9M (-57.7%) | 0.14% -0.206 pp | 0.00% -0.001 pp | USD20.54 -3.5% | 29 qtrs — |
| 73 | ACADIAN ASSET MANAGEMENT LLC | 173.6K -209.1K (-54.6%) | 3.44M -3.7M (-51.6%) | 0.13% -0.157 pp | 0.01% -0.007 pp | USD13.16 +50.6% | 12 qtrs — |
| 74 | EMPOWERED FUNDS, LLC | 171.8K +102.0K (+146.2%) | 3.40M +2.1M (+162.8%) | 0.13% +0.079 pp | 0.03% +0.014 pp | USD19.31 +2.6% | 2 qtrs — |
| 75 | BURNEY CO/ | 168.6K +168.6K (+100.0%) | 3.34M +3.3M (+100.0%) | 0.12% +0.123 pp | 0.10% +0.104 pp | USD19.82 +0.0% | 1 qtrs NEW |
| 76 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 165.8K -29.7K (-15.2%) | 3.29M -344.5K (-9.5%) | 0.12% -0.027 pp | 0.00% -0.001 pp | USD13.78 +43.8% | 4 qtrs — |
| 77 | VICTORY CAPITAL MANAGEMENT INC | 163.5K -16.1K (-9.0%) | 3.24M -94.3K (-2.8%) | 0.13% -0.011 pp | 0.00% 0.000 pp | USD14.26 +39.0% | 26 qtrs — |
| 78 | HSBC HOLDINGS PLC | 162.8K -100.0 (-0.1%) | 3.24M +233.4K (+7.8%) | 0.12% +0.001 pp | 0.00% +0.000 pp | USD14.46 +37.1% | 16 qtrs — |
| 79 | GOTHAM ASSET MANAGEMENT, LLC | 162.5K -59.6K (-26.8%) | 3.22M -904.5K (-21.9%) | 0.12% -0.044 pp | 0.01% -0.006 pp | USD13.77 +43.9% | 4 qtrs — |
| 80 | SG AMERICAS SECURITIES, LLC | 162.3K +68.5K (+73.0%) | 3.22M +1.5M (+84.6%) | 0.12% +0.048 pp | 0.00% -0.002 pp | USD17.06 +16.2% | 3 qtrs — |
| 81 | VOYA INVESTMENT MANAGEMENT LLC | 154.7K +132.1K (+586.6%) | 3.07M +2.6M (+632.9%) | 0.12% +0.101 pp | 0.00% +0.003 pp | USD19.58 +1.2% | 27 qtrs — |
| 82 | STATE OF WYOMING | 146.9K +16.3K (+12.5%) | 2.91M +486.1K (+20.0%) | 0.11% +0.014 pp | 0.32% +0.042 pp | USD14.04 +41.2% | 9 qtrs — |
| 83 | MAN GROUP PLC | 145.8K -63.0K (-30.2%) | 2.89M -987.1K (-25.5%) | 0.11% -0.048 pp | 0.00% -0.002 pp | USD13.68 +44.9% | 21 qtrs — |
| 84 | ESSEX INVESTMENT MANAGEMENT CO LLC | 135.6K -3.0K (-2.2%) | 2.69M +114.0K (+4.4%) | 0.10% -0.001 pp | 0.41% +0.016 pp | USD11.21 +76.8% | 19 qtrs — |
| 85 | JANE STREET GROUP, LLC | 135.1K +74.4K (+122.6%) | 2.68M +1.6M (+137.6%) | 0.10% +0.058 pp | 0.00% +0.000 pp | USD18.91 +4.8% | 6 qtrs — |
| 86 | PRUDENTIAL FINANCIAL INC | 122.1K +92.9K (+317.4%) | 2.42M +1.9M (+345.5%) | 0.09% +0.071 pp | 0.00% +0.002 pp | USD18.58 +6.7% | 3 qtrs — |
| 87 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 120.7K +73.3K (+154.7%) | 2.39M +1.5M (+171.8%) | 0.09% +0.052 pp | 0.02% +0.011 pp | USD19.33 +2.5% | 2 qtrs — |
| 88 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 119.2K +3.3K (+2.8%) | 2.36M +210.2K (+9.8%) | 0.09% +0.002 pp | 0.00% +0.000 pp | USD21.19 -6.5% | 29 qtrs — |
| 89 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 117.9K +116.5K (+8,607.8%) | 2.34M +2.3M (+9,248.0%) | 0.09% +0.089 pp | 0.00% +0.003 pp | USD19.75 +0.4% | 3 qtrs — |
| 90 | GROUP ONE TRADING, L.P. | 117.2K +87.4K (+293.2%) | 2.32M +1.8M (+319.6%) | 0.09% +0.067 pp | 0.00% +0.003 pp | USD19.50 +1.6% | 4 qtrs — |
| 91 | POLAR ASSET MANAGEMENT PARTNERS INC. | 114.7K -367.0K (-76.2%) | 2.27M -6.7M (-74.6%) | 0.09% -0.277 pp | 0.03% -0.071 pp | USD18.57 +6.7% | 2 qtrs — |
| 92 | CAPITAL FUND MANAGEMENT S.A. | 109.7K -210.6K (-65.7%) | 2.17M -3.8M (-63.4%) | 0.08% -0.160 pp | 0.01% -0.010 pp | USD15.60 +27.1% | 20 qtrs — |
| 93 | CITADEL ADVISORS LLC | 109.7K -64.1K (-36.9%) | 2.17M -1.1M (-32.6%) | 0.08% -0.048 pp | 0.00% 0.000 pp | USD16.63 +19.2% | 26 qtrs — |
| 94 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 107.5K +61.8K (+135.2%) | 2.13M +1.3M (+145.4%) | 0.08% +0.047 pp | 0.00% +0.003 pp | USD17.02 +16.5% | 27 qtrs — |
| 95 | JPMORGAN CHASE & CO | 105.4K -82.4K (-43.9%) | 2.09M -1.4M (-40.1%) | 0.08% -0.065 pp | 0.00% 0.000 pp | USD15.00 +32.1% | 29 qtrs — |
| 96 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 105.3K +98.9K (+1,566.8%) | 2.09M +2.0M (+1,682.1%) | 0.08% +0.072 pp | 0.02% +0.021 pp | USD19.74 +0.4% | 2 qtrs — |
| 97 | SEI INVESTMENTS CO | 101.5K +1.5K (+1.5%) | 2.01M +154.6K (+8.3%) | 0.08% +0.002 pp | 0.00% +0.000 pp | USD12.67 +56.4% | 21 qtrs — |
| 98 | CAPTION MANAGEMENT, LLC | 101.2K +101.2K (+100.0%) | 2.01M +2.0M (+100.0%) | 0.08% +0.078 pp | 0.01% +0.014 pp | USD19.82 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Amplify Online Retail ETF IBUY | 2.02% | 2.21M | 0.65% |
| 2 | AdvisorShares Insider Advantage ETF SURE | 0.75% | 423.4K | 1.00% |
| 3 | VictoryShares Small Cap Free Cash Flow ETF SFLO | 0.74% | 4.68M | 0.56% |
| 4 | Distillate Small/Mid Cash Flow ETF DSMC | 0.47% | 622.2K | 0.55% |
| 5 | State Street SPDR FactSet Innovative Technology ETF XITK | 0.39% | 284.7K | 0.45% |
| 6 | Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG | 0.36% | 107.9K | 0.59% |
| 7 | Invesco S&P SmallCap Industrials ETF PSCI | 0.35% | 650.6K | 0.29% |
| 8 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.35% | 100.2K | 0.60% |
| 9 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.26% | 440.9K | 0.61% |
| 10 | Amplify Etho Climate Leadership U.S. ETF ETHO | 0.24% | 438.3K | 0.45% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-18 | Kappus Anthony Ray | Officer | A-Award | A | Restricted Stock Units | 22,603 | 0.00 | — | 22,603 | D | ↗ |
| 2026-04-17 | Kappus Anthony Ray | Officer | — | — | No securities beneficially owned | 0 | 0.00 | — | 0 | D | ↗ |
| 2026-03-19 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 7,000 | 11.49 | 80.4K | 2,678 | D | ↗ |
| 2026-03-18 | Mekhalfa Sabrina | Officer | M-Exempt | A | Common Stock | 3,577 | 0.00 | — | 3,577 | D | ↗ |
| 2026-03-18 | Gessert Erica | Officer | S-Sale | D | Common Stock | 9,278 | 12.31 | 114.2K | 307,240 | D | ↗ |
| 2026-03-18 | Brown Hayden | Director / Officer | M-Exempt | A | Common Stock | 17,733 | 0.00 | — | 793,800 | D | ↗ |
| 2026-03-18 | Bottoms Dave | Officer | M-Exempt | A | Common Stock | 8,980 | 0.00 | — | 9,325 | D | ↗ |
| 2026-02-19 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 15,649 | 13.51 | 211.4K | 345 | D | ↗ |
| 2026-02-18 | Gessert Erica | Officer | A-Award | A | Restricted Stock Units | 136,388 | 0.00 | — | 136,388 | D | ↗ |
| 2026-02-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Units | 7,611 | 0.00 | — | 0 | D | ↗ |
| 2026-02-18 | Bottoms Dave | Officer | M-Exempt | D | Restricted Stock Units | 3,750 | 0.00 | — | 15,000 | D | ↗ |
| 2026-02-17 | Gessert Erica | Officer | M-Exempt | D | Performance Stock Units | 40,477 | 0.00 | — | 0 | D | ↗ |
| 2026-02-17 | Brown Hayden | Director / Officer | M-Exempt | A | Common Stock | 127,678 | 0.00 | — | 848,836 | D | ↗ |
| 2026-02-17 | Bottoms Dave | Officer | M-Exempt | A | Common Stock | 28,912 | 0.00 | — | 29,257 | D | ↗ |
| 2025-12-19 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 9,622 | 20.66 | 198.8K | 345 | D | ↗ |
| 2025-12-18 | Mekhalfa Sabrina | Officer | A-Award | A | Restricted Stock Units | 42,929 | 0.00 | — | 42,929 | D | ↗ |
| 2025-12-18 | Gessert Erica | Officer | M-Exempt | D | Restricted Stock Units | 8,433 | 0.00 | — | 75,896 | D | ↗ |
| 2025-12-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Units | 17,733 | 0.00 | — | 159,599 | D | ↗ |
| 2025-12-18 | Bottoms Dave | Officer | M-Exempt | A | Common Stock | 8,980 | 0.00 | — | 9,325 | D | ↗ |
| 2025-12-15 | Mekhalfa Sabrina | Officer | — | — | No securities beneficially held | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-11-26 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 100,000 | 19.44 | 1.94M | 697,894 | D | ↗ |
| 2025-11-25 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 75,000 | 19.78 | 1.48M | 972,894 | D | ↗ |
| 2025-11-21 | Steele Gary | Director | S-Sale | D | Common Stock | 12,500 | 17.51 | 218.8K | 85,129 | D | ↗ |
| 2025-11-21 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 60,000 | 18.20 | 1.09M | 1,047,894 | D | ↗ |
| 2025-11-19 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 1,748 | 18.13 | 31.7K | 345 | D | ↗ |
| 2025-11-18 | Gessert Erica | Officer | S-Sale | D | Common Stock | 9,434 | 17.24 | 162.6K | 237,612 | D | ↗ |
| 2025-11-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Units | 7,610 | 0.00 | — | 7,611 | D | ↗ |
| 2025-11-18 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 1,047 | 17.24 | 18.0K | 2,093 | D | ↗ |
| 2025-11-17 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 561 | 16.45 | 9.2K | 345 | D | ↗ |
| 2025-09-19 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 20,000 | 20.00 | 400.0K | 1,082,358 | D | ↗ |
| 2025-09-19 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 10,014 | 19.96 | 199.9K | 345 | D | ↗ |
| 2025-09-18 | Gessert Erica | Officer | M-Exempt | D | Restricted Stock Units | 8,433 | 0.00 | — | 84,329 | D | ↗ |
| 2025-09-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Unit | 17,734 | 0.00 | — | 177,332 | D | ↗ |
| 2025-09-18 | Bottoms Dave | Officer | M-Exempt | A | Common Stock | 6,024 | 0.00 | — | 15,349 | D | ↗ |
| 2025-09-17 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 20,000 | 18.00 | 360.0K | 1,098,291 | D | ↗ |
| 2025-08-29 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 1,690 | 14.95 | 25.3K | 345 | D | ↗ |
| 2025-08-19 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,686 | 13.88 | 23.4K | 748 | D | ↗ |
| 2025-08-18 | Marie Olivier | Officer | M-Exempt | A | Common Stock | 1,427 | 0.00 | — | 2,175 | D | ↗ |
| 2025-08-18 | Gessert Erica | Officer | S-Sale | D | Common Stock | 19,036 | 13.84 | 263.4K | 209,202 | D | ↗ |
| 2025-08-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Unit | 7,610 | 0.00 | — | 15,221 | D | ↗ |
| 2025-08-18 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 2,060 | 13.84 | 28.5K | 2,035 | D | ↗ |
| 2025-08-15 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 60,000 | 13.76 | 825.5K | 1,093,485 | D | ↗ |
| 2025-08-14 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,294 | 14.00 | 18.1K | 748 | D | ↗ |
| 2025-08-08 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 9,000 | 12.88 | 115.9K | 345 | D | ↗ |
| 2025-06-23 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,842 | 13.24 | 24.4K | 2,042 | D | ↗ |
| 2025-06-20 | Marie Olivier | Officer | S-Sale | D | Common Stock | 748 | 13.24 | 9.9K | 3,884 | D | ↗ |
| 2025-06-18 | Marie Olivier | Officer | M-Exempt | A | Common Stock | 1,413 | 0.00 | — | 5,342 | D | ↗ |
| 2025-06-18 | Gessert Erica | Officer | M-Exempt | A | Common Stock | 8,433 | 0.00 | — | 190,306 | D | ↗ |
| 2025-06-18 | Brown Hayden | Director / Officer | M-Exempt | A | Common Stock | 28,677 | 0.00 | — | 1,177,201 | D | ↗ |
| 2025-06-18 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 11,562 | 13.51 | 156.1K | 9,345 | D | ↗ |
| 2025-06-06 | Srinivasan Leela | Director | S-Sale | D | Common Stock | 3,314 | 15.36 | 50.9K | 79,469 | D | ↗ |
| 2025-06-05 | Vazquez-Ubarri Anilu | Director | A-Award | A | Common Stock | 11,370 | 0.00 | — | 83,968 | D | ↗ |
| 2025-06-05 | Steele Gary | Director | A-Award | A | Common Stock | 11,370 | 0.00 | — | 94,249 | D | ↗ |
| 2025-06-05 | Srinivasan Leela | Director | A-Award | A | Common Stock | 11,370 | 0.00 | — | 89,303 | D | ↗ |
| 2025-06-05 | LAYTON THOMAS | Director | A-Award | A | Common Stock | 11,370 | 0.00 | — | 32,735 | D | ↗ |
| 2025-06-05 | KELMAN GLENN | Director | — | — | No securities beneficially held | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-06-05 | HARVEY KEVIN | Director | A-Award | A | Common Stock | 11,370 | 0.00 | — | 116,749 | D | ↗ |
| 2025-06-05 | EVAN DANA L | Director | — | — | No securities beneficially held | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-05-20 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,655 | 16.41 | 27.2K | 1,294 | D | ↗ |
| 2025-05-20 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 1,620 | 16.41 | 26.6K | 0 | D | ↗ |
| 2025-05-19 | Marie Olivier | Officer | S-Sale | D | Common Stock | 444 | 16.81 | 7.5K | 2,949 | D | ↗ |
| 2025-05-19 | Gessert Erica | Officer | S-Sale | D | Common Stock | 19,677 | 16.56 | 325.9K | 181,873 | D | ↗ |
| 2025-05-19 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 9,620 | 16.56 | 159.3K | 1,130,791 | D | ↗ |
| 2025-05-19 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 2,130 | 16.66 | 35.5K | 1,620 | D | ↗ |
| 2025-05-18 | Marie Olivier | Officer | M-Exempt | A | Common Stock | 1,427 | 0.00 | — | 2,721 | D | ↗ |
| 2025-05-18 | Gessert Erica | Officer | M-Exempt | A | Common Stock | 37,500 | 0.00 | — | 201,550 | D | ↗ |
| 2025-05-18 | Brown Hayden | Director / Officer | M-Exempt | A | Common Stock | 14,850 | 0.00 | — | 1,138,896 | D | ↗ |
| 2025-05-18 | Bottoms Dave | Officer | M-Exempt | A | Common Stock | 3,750 | 0.00 | — | 3,750 | D | ↗ |
| 2025-05-15 | Marie Olivier | Officer | S-Sale | D | Common Stock | 3,105 | 17.14 | 53.2K | 1,294 | D | ↗ |
| 2025-05-15 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 60,000 | 17.16 | 1.03M | 1,106,846 | D | ↗ |
| 2025-05-15 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 1,009 | 17.14 | 17.3K | 0 | D | ↗ |
| 2025-05-14 | LAYTON THOMAS | Director | S-Sale | D | Common Stock | 250,000 | 17.52 | 4.38M | 1,617,769 | I | ↗ |
| 2025-05-13 | LAYTON THOMAS | Director | S-Sale | D | Common Stock | 250,000 | 17.47 | 4.37M | 1,867,769 | I | ↗ |
| 2025-05-12 | NELSON ELIZABETH A | Director | S-Sale | D | Common Stock | 60,000 | 17.43 | 1.05M | 356,712 | I | ↗ |
| 2025-05-12 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 20,000 | 17.09 | 341.8K | 1,163,741 | D | ↗ |
| 2025-05-07 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 40,000 | 15.92 | 637.0K | 1,183,741 | D | ↗ |
| 2025-03-19 | Marie Olivier | Officer | S-Sale | D | Common Stock | 2,587 | 13.46 | 34.8K | 1,294 | D | ↗ |
| 2025-03-19 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 9,593 | 13.46 | 129.1K | 0 | D | ↗ |
| 2025-03-18 | Marie Olivier | Officer | M-Exempt | A | Common Stock | 2,634 | 0.00 | — | 3,928 | D | ↗ |
| 2025-03-18 | Gessert Erica | Officer | M-Exempt | D | Restricted Stock Units | 8,433 | 0.00 | — | 101,195 | D | ↗ |
| 2025-03-18 | Brown Hayden | Director / Officer | M-Exempt | A | Common Stock | 17,733 | 0.00 | — | 1,232,816 | D | ↗ |
| 2025-03-18 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 5,411 | 13.07 | 70.7K | 9,593 | D | ↗ |
| 2025-03-07 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 60,000 | 14.20 | 851.9K | 1,215,083 | D | ↗ |
| 2025-02-19 | NELSON ELIZABETH A | Director | M-Exempt | A | Common Stock | 75,000 | 3.67 | 275.3K | 91,299 | D | ↗ |
| 2025-02-19 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,546 | 17.71 | 27.4K | 1,294 | D | ↗ |
| 2025-02-19 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 2,207 | 17.69 | 39.0K | 0 | D | ↗ |
| 2025-02-18 | Marie Olivier | Officer | M-Exempt | D | Restricted Stock Units | 1,427 | 0.00 | — | 5,708 | D | ↗ |
| 2025-02-18 | Gessert Erica | Officer | S-Sale | D | Common Stock | 13,765 | 16.15 | 222.3K | 156,828 | D | ↗ |
| 2025-02-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Units | 2,563 | 0.00 | — | 0 | D | ↗ |
| 2025-02-18 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 1,543 | 16.15 | 24.9K | 2,207 | D | ↗ |
| 2025-02-14 | Marie Olivier | Officer | S-Sale | D | Common Stock | 335 | 16.48 | 5.5K | 1,294 | D | ↗ |
| 2025-01-28 | NELSON ELIZABETH A | Director | G-Gift | A | Common Stock | 32,616 | 0.00 | — | 416,712 | I | ↗ |
| 2025-01-21 | Marie Olivier | Officer | S-Sale | D | Common Stock | 257 | 16.00 | 4.1K | 1,629 | D | ↗ |
| 2025-01-18 | Marie Olivier | Officer | M-Exempt | A | Common Stock | 592 | 0.00 | — | 1,886 | D | ↗ |
| 2024-12-19 | Marie Olivier | Officer | S-Sale | D | Common Stock | 2,601 | 16.23 | 42.2K | 1,294 | D | ↗ |
| 2024-12-19 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 9,642 | 16.23 | 156.5K | 0 | D | ↗ |
| 2024-12-18 | NELSON ELIZABETH A | Director | M-Exempt | A | Common Stock | 75,000 | 3.67 | 275.3K | 123,915 | D | ↗ |
| 2024-12-18 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,448 | 17.11 | 24.8K | 3,895 | D | ↗ |
| 2024-12-18 | Gessert Erica | Officer | M-Exempt | D | Restricted Stock Units | 8,433 | 0.00 | — | 109,628 | D | ↗ |
| 2024-12-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Units | 17,733 | 0.00 | — | 230,532 | D | ↗ |
| 2024-12-18 | Bottoms Dave | Officer | M-Exempt | A | Common Stock | 8,979 | 0.00 | — | 8,979 | D | ↗ |
| 2024-12-16 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 20,000 | 16.84 | 336.9K | 1,229,420 | D | ↗ |
| 2024-12-09 | Brown Hayden | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 68,199 | 3.68 | 251.0K | 193,510 | D | ↗ |
| 2024-11-27 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 15,000 | 17.00 | 255.0K | 1,181,221 | D | ↗ |
| 2024-11-19 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,649 | 14.90 | 24.6K | 1,294 | D | ↗ |
| 2024-11-19 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 2,354 | 14.90 | 35.1K | 0 | D | ↗ |
| 2024-11-18 | Marie Olivier | Officer | M-Exempt | D | Restricted Stock Units | 1,427 | 0.00 | — | 7,135 | D | ↗ |
| 2024-11-18 | Gessert Erica | Officer | S-Sale | D | Common Stock | 19,816 | 15.13 | 299.8K | 128,939 | D | ↗ |
| 2024-11-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Units | 7,610 | 0.00 | — | 38,052 | D | ↗ |
| 2024-11-18 | Bottoms Dave | Officer | M-Exempt | D | Restricted Stock Units | 3,750 | 0.00 | — | 33,750 | D | ↗ |
| 2024-11-15 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 983 | 14.94 | 14.7K | 0 | D | ↗ |
| 2024-11-08 | Marie Olivier | Officer | S-Sale | D | Common Stock | 9,153 | 15.92 | 145.7K | 1,294 | D | ↗ |
| 2024-11-08 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 10,000 | 15.85 | 158.5K | 1,168,850 | D | ↗ |
| 2024-11-08 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 10,508 | 15.86 | 166.7K | 0 | D | ↗ |
| 2024-10-18 | Marie Olivier | Officer | M-Exempt | A | Common Stock | 591 | 0.00 | — | 10,670 | D | ↗ |
| 2024-09-19 | Marie Olivier | Officer | S-Sale | D | Common Stock | 2,529 | 10.74 | 27.2K | 10,079 | D | ↗ |
| 2024-09-19 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 4,688 | 10.74 | 50.3K | 10,508 | D | ↗ |
| 2024-09-18 | NELSON ELIZABETH A | Director | S-Sale | D | Common Stock | 75,000 | 10.54 | 790.4K | 48,915 | D | ↗ |
| 2024-09-18 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,518 | 10.57 | 16.0K | 12,608 | D | ↗ |
| 2024-09-18 | Gessert Erica | Officer | S-Sale | D | Common Stock | 4,491 | 10.57 | 47.5K | 111,255 | D | ↗ |
| 2024-09-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Units | 17,733 | 0.00 | — | 248,265 | — | ↗ |
| 2024-09-18 | Bottoms Dave | Officer | M-Exempt | A | Common Stock | 8,980 | 0.00 | — | 14,798 | D | ↗ |
| 2024-09-16 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 20,000 | 10.01 | 200.2K | 1,170,561 | — | ↗ |
| 2024-08-27 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 5,818 | 9.81 | 57.1K | 5,818 | — | ↗ |
| 2024-08-20 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,622 | 9.44 | 15.3K | 10,079 | — | ↗ |
| 2024-08-19 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,005 | 9.65 | 9.7K | 11,701 | — | ↗ |
| 2024-08-19 | Gessert Erica | Officer | S-Sale | D | Common Stock | 20,353 | 9.65 | 196.4K | 107,313 | — | ↗ |
| 2024-08-19 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 31,506 | 9.65 | 304.0K | 1,190,561 | — | ↗ |
| 2024-08-19 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 1,433 | 9.65 | 13.8K | 11,636 | — | ↗ |
| 2024-08-18 | Marie Olivier | Officer | M-Exempt | D | Restricted Stock Units | 1,200 | 0.00 | — | 7,200 | — | ↗ |
| 2024-08-18 | Gessert Erica | Officer | M-Exempt | A | Common Stock | 37,500 | 0.00 | — | 127,666 | — | ↗ |
| 2024-08-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Units | 14,850 | 0.00 | — | 148,500 | — | ↗ |
| 2024-08-18 | Bottoms Dave | Officer | M-Exempt | A | Common Stock | 3,750 | 0.00 | — | 13,069 | — | ↗ |
| 2024-08-12 | Marie Olivier | Officer | S-Sale | D | Common Stock | 366 | 9.23 | 3.4K | 10,079 | — | ↗ |
| 2024-07-18 | Marie Olivier | Officer | M-Exempt | D | Restricted Stock Units | 591 | 0.00 | — | 1,183 | — | ↗ |
| 2024-06-20 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 9,541 | 10.22 | 97.5K | 1,164,021 | — | ↗ |
| 2024-06-18 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,535 | 10.22 | 15.7K | 10,079 | — | ↗ |
| 2024-06-18 | Gessert Erica | Officer | S-Sale | D | Common Stock | 4,537 | 10.22 | 46.4K | 90,166 | — | ↗ |
| 2024-06-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Units | 17,733 | 0.00 | — | 265,998 | — | ↗ |
| 2024-06-18 | Bottoms Dave | Officer | M-Exempt | A | Common Stock | 8,980 | 0.00 | — | 8,980 | — | ↗ |
| 2024-06-17 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 20,000 | 10.23 | 204.6K | 1,155,829 | — | ↗ |
| 2024-06-10 | GRETSCH GREGORY C. | Director | G-Gift | D | Common Stock | 47,039 | 0.00 | — | 243,044 | — | ↗ |
| 2024-06-07 | Vazquez-Ubarri Anilu | Director | A-Award | A | Common Stock | 16,299 | 0.00 | — | 72,598 | — | ↗ |
| 2024-06-07 | Steele Gary | Director | A-Award | A | Common Stock | 16,299 | 0.00 | — | 78,034 | — | ↗ |
| 2024-06-07 | Srinivasan Leela | Director | A-Award | A | Common Stock | 16,299 | 0.00 | — | 77,933 | — | ↗ |
| 2024-06-07 | NELSON ELIZABETH A | Director | A-Award | A | Common Stock | 16,299 | 0.00 | — | 48,915 | — | ↗ |
| 2024-06-07 | LAYTON THOMAS | Director | A-Award | A | Common Stock | 16,299 | 0.00 | — | 42,208 | — | ↗ |
| 2024-06-07 | HARVEY KEVIN | Director | A-Award | A | Common Stock | 4,845 | 0.00 | — | 105,379 | — | ↗ |
| 2024-06-07 | GRETSCH GREGORY C. | Director | A-Award | A | Common Stock | 4,845 | 0.00 | — | 290,083 | — | ↗ |
| 2024-05-29 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 1,163 | 10.79 | 12.6K | 0 | — | ↗ |
| 2024-05-22 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,629 | 11.52 | 18.8K | 7,565 | — | ↗ |
| 2024-05-21 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 1,163 | 11.61 | 13.5K | 1,163 | — | ↗ |
| 2024-05-20 | NELSON ELIZABETH A | Director | M-Exempt | A | Common Stock | 70,000 | 3.67 | 256.9K | 102,616 | — | ↗ |
| 2024-05-20 | Marie Olivier | Officer | S-Sale | D | Common Stock | 998 | 11.61 | 11.6K | 9,194 | — | ↗ |
| 2024-05-20 | Gessert Erica | Officer | S-Sale | D | Common Stock | 69,940 | 11.61 | 811.9K | 86,271 | — | ↗ |
| 2024-05-20 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 31,300 | 11.61 | 363.4K | 1,175,829 | — | ↗ |
| 2024-05-20 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 1,424 | 11.61 | 16.5K | 3,281 | — | ↗ |
| 2024-05-18 | Marie Olivier | Officer | M-Exempt | D | Restricted Stock Units | 1,427 | 0.00 | — | 9,989 | — | ↗ |
| 2024-05-18 | Gessert Erica | Officer | M-Exempt | A | Common Stock | 150,000 | 0.00 | — | 156,211 | — | ↗ |
| 2024-05-18 | Brown Hayden | Director / Officer | M-Exempt | A | Common Stock | 5,098 | 0.00 | — | 1,154,185 | — | ↗ |
| 2024-05-18 | Bottoms Dave | Officer | M-Exempt | A | Common Stock | 3,750 | 0.00 | — | 4,705 | — | ↗ |
| 2024-05-16 | Marie Olivier | Officer | S-Sale | D | Common Stock | 3,106 | 12.13 | 37.7K | 7,565 | — | ↗ |
| 2024-05-03 | Bottoms Dave | Officer | S-Sale | D | Common Stock | 2,843 | 13.22 | 37.6K | 0 | — | ↗ |
| 2024-04-19 | Bottoms Dave | Officer | — | D | Common Stock | 0 | 0.00 | — | 2,843 | — | ↗ |
| 2024-04-18 | Marie Olivier | Officer | M-Exempt | A | Common Stock | 592 | 0.00 | — | 7,788 | — | ↗ |
| 2024-03-18 | Marie Olivier | Officer | M-Exempt | A | Common Stock | 2,635 | 0.00 | — | 8,163 | — | ↗ |
| 2024-03-18 | Gessert Erica | Officer | A-Award | A | Restricted Stock Units | 134,926 | 0.00 | — | 134,926 | — | ↗ |
| 2024-03-18 | Brown Hayden | Director / Officer | A-Award | A | Restricted Stock Units | 283,731 | 0.00 | — | 283,731 | — | ↗ |
| 2024-03-15 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 20,000 | 12.07 | 241.4K | 1,145,980 | — | ↗ |
| 2024-02-22 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,491 | 13.03 | 19.4K | 5,528 | — | ↗ |
| 2024-02-20 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,136 | 12.86 | 14.6K | 7,019 | — | ↗ |
| 2024-02-20 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 43,714 | 12.86 | 562.0K | 1,165,980 | — | ↗ |
| 2024-02-18 | Marie Olivier | Officer | M-Exempt | A | Common Stock | 1,427 | 0.00 | — | 6,955 | — | ↗ |
| 2024-02-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Units | 2,563 | 0.00 | — | 10,250 | — | ↗ |
| 2024-01-19 | Marie Olivier | Officer | S-Sale | D | Common Stock | 259 | 14.25 | 3.7K | 5,528 | — | ↗ |
| 2024-01-18 | Marie Olivier | Officer | M-Exempt | A | Common Stock | 591 | 0.00 | — | 5,787 | — | ↗ |
| 2023-12-20 | Marie Olivier | Officer | S-Sale | D | Common Stock | 857 | 15.27 | 13.1K | 5,196 | — | ↗ |
| 2023-12-20 | GRETSCH GREGORY C. | Director | G-Gift | D | Common Stock | 9,076 | 0.00 | — | 714,162 | — | ↗ |
| 2023-12-18 | Marie Olivier | Officer | S-Sale | D | Common Stock | 919 | 15.50 | 14.2K | 6,053 | — | ↗ |
| 2023-12-18 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 27,189 | 15.50 | 421.5K | 1,107,098 | — | ↗ |
| 2023-12-05 | Steele Gary | Director | S-Sale | D | Common Stock | 15,000 | 13.77 | 206.5K | 61,735 | — | ↗ |
| 2023-11-22 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,686 | 13.88 | 23.4K | 4,338 | — | ↗ |
| 2023-11-20 | Marie Olivier | Officer | S-Sale | D | Common Stock | 941 | 14.40 | 13.5K | 6,024 | — | ↗ |
| 2023-11-20 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 22,177 | 14.40 | 319.3K | 1,079,891 | — | ↗ |
| 2023-11-18 | Marie Olivier | Officer | M-Exempt | A | Common Stock | 1,427 | 0.00 | — | 5,765 | — | ↗ |
| 2023-11-18 | Brown Hayden | Director / Officer | M-Exempt | A | Common Stock | 2,562 | 0.00 | — | 1,066,535 | — | ↗ |
| 2023-11-16 | Marie Olivier | Officer | S-Sale | D | Common Stock | 3,105 | 14.09 | 43.8K | 4,338 | — | ↗ |
| 2023-11-14 | Marie Olivier | Officer | S-Sale | D | Common Stock | 1,023 | 14.23 | 14.6K | 7,443 | — | ↗ |
| 2023-10-18 | Marie Olivier | Officer | S-Sale | D | Common Stock | 216 | 11.22 | 2.4K | 5,361 | — | ↗ |
| 2023-09-18 | Marie Olivier | Officer | M-Exempt | D | Restricted Stock Units | 2,635 | 0.00 | — | 28,981 | — | ↗ |
| 2023-09-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Units (RSU) | 54,395 | 0.00 | — | 54,396 | — | ↗ |
| 2023-08-31 | Marie Olivier | Officer | S-Sale | D | Common Stock | 5,835 | 15.20 | 88.7K | 3,313 | — | ↗ |
| 2023-08-29 | Marie Olivier | Officer | S-Sale | D | Common Stock | 9,530 | 14.34 | 136.7K | 9,148 | — | ↗ |
| 2023-08-18 | Marie Olivier | Officer | M-Exempt | A | Restricted Stock Units | 1,461 | 0.00 | — | 0 | — | ↗ |
| 2023-08-18 | Brown Hayden | Director / Officer | M-Exempt | D | Restricted Stock Units | 7,610 | 0.00 | — | 76,104 | — | ↗ |
| 2023-07-18 | Marie Olivier | Officer | S-Sale | D | Common Stock | 222 | 10.65 | 2.4K | 16,078 | — | ↗ |
| 2023-06-20 | Marie Olivier | Officer | S-Sale | D | Common Stock | 963 | 9.14 | 8.8K | 15,708 | — | ↗ |
| 2023-06-20 | Brown Hayden | Director / Officer | S-Sale | D | Common Stock | 28,485 | 9.14 | 260.4K | 1,012,262 | — | ↗ |
| 2023-06-18 | Marie Olivier | Officer | M-Exempt | D | Restricted Stock Units (RSU) | 2,635 | 0.00 | — | 31,616 | — | ↗ |
| 2023-06-18 | Brown Hayden | Director / Officer | M-Exempt | A | Common Stock | 54,395 | 0.00 | — | 1,040,747 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Hayden Brown President and Chief Executive Officer | 625.0K | — | 15.15M | — | 1.29M | 27.1K | 17.09M | 88.64% | ↗ |
| 2 | 2025 | Erica Gessert Chief Financial Officer | 606.4K | — | 4.10M | — | 887.7K | 16.2K | 5.61M | 73.08% | ↗ |
| 3 | 2025 | David T. Bottoms GM, Marketplace | 478.2K | — | 2.50M | — | 514.7K | 27.1K | 3.52M | 70.99% | ↗ |
| 4 | 2024 | Hayden Brown President and Chief Executive Officer | 595.0K | — | 8.55M | — | 761.6K | 20.8K | 9.93M | 86.13% | ↗ |
| 5 | 2024 | Erica Gessert Chief Financial Officer | 572.9K | — | 3.25M | — | 607.8K | 5.6K | 4.44M | 73.29% | ↗ |
| 6 | 2024 | David T. Bottoms GM, Marketplace | 445.1K | — | 2.32M | — | 374.6K | 5.6K | 3.15M | 73.80% | ↗ |
| 7 | 2023 | Hayden Brown President and Chief Executive Officer | 570.0K | — | 8.59M | — | 307.8K | 35.7K | 9.51M | 90.39% | ↗ |
| 8 | 2023 | Erica Gessert Chief Financial Officer | 375.8K | — | 4.95M | — | 183.5K | 5.6K | 5.51M | 89.76% | ↗ |
| 9 | 2023 | Eric Gilpin Former Chief Sales Officer | 214.2K | 30.8K | 937.6K | — | 49.8K | 220.4K | 1.45M | 64.54% | ↗ |
| 10 | 2022 | Hayden Brown President and Chief Executive Officer | 550.0K | — | 7.46M | — | 462.0K | 7.7K | 8.47M | 87.97% | ↗ |
| 11 | 2022 | Jeff McCombs Former Chief Financial Officer | 500.0K | — | 4.89M | — | — | 284.7K | 5.67M | 86.16% | ↗ |
| 12 | 2022 | Eric Gilpin Former Chief Sales Officer | 412.0K | — | 2.79M | — | 269.6K | 7.9K | 3.48M | 80.18% | ↗ |
| 13 | 2022 | Eric Gilpin Chief Sales Officer | 412.0K | — | 2.79M | — | 269.6K | 7.9K | 3.48M | 80.18% | ↗ |
| 14 | 2021 | Hayden Brown President and Chief Executive Officer | 500.0K | — | 4.63M | 28.78M | 995.0K | 7.7K | 34.91M | 95.70% | ↗ |
| 15 | 2021 | Jeff McCombs Former Chief Financial Officer | 415.0K | — | 1.66M | — | 660.7K | 9.6K | 2.75M | 60.48% | ↗ |
| 16 | 2021 | Jeff McCombs Chief Financial Officer | 415.0K | — | 1.66M | — | 660.7K | 9.6K | 2.75M | 60.48% | ↗ |
| 17 | 2021 | Eric Gilpin Former Chief Sales Officer | 365.0K | — | 593.1K | — | 520.7K | 7.8K | 1.49M | 39.90% | ↗ |
| 18 | 2021 | Eric Gilpin Chief Sales Officer | 365.0K | — | 593.1K | — | 520.7K | 7.8K | 1.49M | 39.90% | ↗ |
| 19 | 2020 | Jeff McCombs Chief Financial Officer | 165.0K | 100.0K | 4.80M | — | 125.7K | — | 5.19M | 92.48% | ↗ |
| 20 | 2020 | Jeff McCombs Former Chief Financial Officer | 165.0K | 100.0K | 4.80M | — | 125.7K | — | 5.19M | 92.48% | ↗ |
| 21 | 2020 | Eric Gilpin Senior Vice President, Sales | 335.0K | — | 990.3K | — | 306.2K | 7.5K | 1.64M | 60.42% | ↗ |
| 22 | 2020 | Eric Gilpin Chief Sales Officer | 335.0K | — | 990.3K | — | 306.2K | 7.5K | 1.64M | 60.42% | ↗ |
| 23 | 2020 | Hayden Brown President and Chief Executive Officer | 480.0K | — | — | — | 365.8K | 2.7K | 848.4K | 0.00% | ↗ |
| 24 | 2020 | Brian Kinion Former Chief Financial Officer | 274.4K | — | — | — | — | 217.8K | 492.2K | 0.00% | ↗ |
| 25 | 2019 | Hayden Brown President and Chief Executive Officer | 437.3K | — | 11.09M | — | — | 4.4K | 11.53M | 96.17% | ↗ |
| 26 | 2019 | Hayden Brown Former Chief Marketing and Product Office; Current President and Chief Executive Officer | 437.3K | — | 11.02M | — | 69.2K | 4.4K | 11.53M | 95.57% | ↗ |
| 27 | 2019 | Han-Shen Yuan Former Senior Vice President, Engineering | 362.3K | — | 681.6K | — | — | 8.4K | 1.05M | 64.77% | ↗ |
| 28 | 2019 | Stephane Kasriel Former President and Chief Executive Officer | 480.0K | — | — | — | 118.8K | 16.0K | 614.8K | 0.00% | ↗ |
| 29 | 2019 | Brian Kinion Former Chief Financial Officer | 364.0K | — | 13.00 | — | — | 14.3K | 426.3K | 0.00% | ↗ |
| 30 | 2019 | Brian Kinion Chief Financial Officer | 364.0K | — | — | — | 48.0K | 14.3K | 426.3K | 0.00% | ↗ |
| 31 | 2018 | Stephane Kasriel Former President and Chief Executive Officer | 511.6K | — | — | 8.91M | 278.1K | 18.7K | 9.72M | 91.68% | ↗ |
| 32 | 2018 | Stephane Kasriel President and Chief Executive Officer | 511.6K | — | — | 8.91M | 278.1K | 18.7K | 9.72M | 91.68% | ↗ |
| 33 | 2018 | Brian Kinion Former Chief Financial Officer | 345.0K | — | — | — | 142.1K | 5.0K | 492.1K | 0.00% | ↗ |
| 34 | 2018 | Brian Kinion Chief Financial Officer | 345.0K | — | — | — | 142.1K | 5.0K | 492.1K | 0.00% | ↗ |
| 35 | 2018 | Hayden Brown President and Chief Executive Officer | 365.5K | — | — | — | 105.1K | 7.4K | 478.0K | 0.00% | ↗ |
| 36 | 2018 | Hayden Brown Chief Marketing and Product Officer | 365.5K | — | — | — | 105.1K | 7.4K | 478.0K | 0.00% | ↗ |
| 37 | 2018 | Hayden Brown Former Chief Marketing and Product Office; Current President and Chief Executive Officer | 365.5K | — | — | — | 105.1K | 7.4K | 478.0K | 0.00% | ↗ |
| 38 | 2017 | Brian Kinion Chief Financial Officer | 58.2K | — | — | 1.93M | 16.9K | 1.1K | 2.01M | 96.20% | ↗ |
| 39 | 2017 | Hayden Brown Former Chief Marketing and Product Office; Current President and Chief Executive Officer | 239.8K | 10.2K | — | 1.10M | 69.5K | 56.4K | 1.47M | 74.50% | ↗ |
| 40 | 2017 | Hayden Brown Chief Marketing and Product Officer | 239.8K | 10.2K | — | 1.10M | 69.5K | 56.4K | 1.47M | 74.50% | ↗ |
| 41 | 2017 | Stephane Kasriel President and Chief Executive Officer | 473.6K | — | — | — | 164.7K | 7.4K | 645.6K | 0.00% | ↗ |
| 42 | 2017 | Stephane Kasriel Former President and Chief Executive Officer | 473.6K | — | — | — | 164.7K | 7.4K | 645.6K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Hayden Brown | President, Chief Executive Officer & Director | 2M | female |
| Erica Gessert | Chief Financial Officer | 2M | female |
| Dave Bottoms | General Manager of Marketplace | 825.3K | male |
| Gary J. Fuges | Vice President of Investor Relations | — | male |
| Giulietta Pezzaniti | Chief People Officer | — | female |
| Jacob McQuown | Chief Legal Officer & Secretary | — | male |
| Peter Sanborn | Chief Business Officer | — | male |
| Sabrina Mekhalfa | Chief Accounting Officer & Principal Accounting Officer | — | female |
| Andrew Rabinovich | Vice President, Chief Technology Officer, Head of AI & Machine Learning and Member of Economic Advisory Council | — | male |
| Sunita Solao | Chief People Officer | — | female |
| Anthony Ray Kappus | GM & COO | — | male |
| Brian Levey | Chief Business Affairs & Legal Officer and Corporate Secretary | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2023-04-10 | 2023-05-09 | Charles J. "Chuck" Fleischmann | TN03 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for UPWK
Short-term intention
Target Price Distribution
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.

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