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Weave Communications, Inc. (WEAV)

USD7.30 +0.02 (+0.27%)
US NYSE Technology Software - Application
Address 1331 West Powell Way 84043
Lehi, UT, US
CEO Brett T. White
IPO 2021-11-11
CIK 1609151 ISIN US94724R1086

Explore sections of this company profile

Description

Weave Communications, Inc. delivers a comprehensive software platform designed for customer communication and engagement across the United States and Canada. This platform empowers small and medium-sized businesses (SMBs) to elevate the effectiveness of their customer interactions while significantly reducing the labor involved in routine or repetitive duties. Among its diverse offerings are a sophisticated Phone System capable of discerning new from existing callers, delivering pertinent information during calls, and efficiently managing peak call volumes. It also provides dedicated Text Messaging for direct customer communication and a Missed Call Text feature that facilitates immediate follow-up on unanswered calls. For internal team collaboration, Weave Team offers an internal group messaging solution to foster seamless communication among staff members. A versatile Mobile App further extends functionality for customer texting, payment requests, and handling inbound/outbound calls. The company's suite of tools also includes Weave Reviews, enabling businesses to solicit, gather, monitor, and reply to customer feedback, alongside an integrated Email Marketing system. Web Assistant Appointment Requests and Text Connect functionalities allow online engagement with both current and prospective clients directly via their websites. Financial operations are supported by Weave Payments, a streamlined payment processing solution, and Customer Insights, which aids in expedited payment collection, enhances personalized customer engagement, and suggests appropriate follow-up actions. Robust Analytics tools help pinpoint unscheduled treatments, missed appointments, outstanding invoices, and other operational requirements. Additionally, the platform features Digital Forms for capturing essential data and a Scheduling feature that automates appointment reminders via text or email. Weave primarily caters to various specialized sectors including dental, optometry, veterinary, physical therapy, home services, audiology, medical specialties, and podiatry. Originally established as Recall Solutions, LLC in 2008, the company rebranded to Weave Communications, Inc. in October 2015. Its corporate headquarters are located in Lehi, Utah.

News Sentiment (7d)
77 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD7.30 +0.02 (+0.27%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.68
Float Shares
68.66M
Free Float %
87.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-7.58% -9.26% +18.57% -2.66% -13.41% -27.67% -49.91% -14.35% -70.78% -70.78% -70.78%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (9 ratings, all time) Buy
Price Targets & DCF
Current price
7.30
Low 8.00 +9.6%
Consensus 9.00 +23.3%
Median 9.00 +23.3%
High 10.00 +37.0%
DCF (Unlevered) 13.63 +86.8%
DCF (Levered) 15.70 +115.1%

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

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 2 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
8.50
+16.4%
Last Year 3
9.00
+23.3%
All Time 6
13.00
+78.1%
Quality scores
Altman Z-Score
1.05
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +17.0% Q1'26: +17.4% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +7.5% Q1'26: +38.8% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    -13.4% Q1'26: -9.5% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -11.4% Q1'26: -8.8% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -31.2% Q1'26: -37.3% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +6.5% Q1'26: +6.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    -8.04× Q1'26: -10.33× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.63) × ERP
WACC = 83% × Ke + 17% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 13.63 Current price: 7.30
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
3 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
115.87M
est: 115.81M (+0.1%)
142.12M
est: 140.86M (+0.9%)
170.47M
est: 187.00M (-8.8%)
204.31M
est: 202.98M (+0.7%)
239.02M
est: 238.72M (+0.1%)
276.94M
275.94M – 278.19M
+16.0% YoY
315.52M
312.78M – 319.00M
+13.9% YoY
365.60M
362.93M – 368.31M
+15.9% YoY
EBITDA
-38.31M
est: -24.50M (-56.3%)
-31.55M
est: -29.80M (-5.9%)
-13.02M
est: 44.40M (-129.3%)
-11.17M
est: 48.19M (-123.2%)
-10.78M
est: 56.68M (-119.0%)
65.75M
65.51M – 66.05M
+16.0% YoY
74.91M
74.26M – 75.74M
+13.9% YoY
86.80M
86.17M – 87.44M
+15.9% YoY
EBIT
-50.45M
est: -36.28M (-39.1%)
-48.19M
est: -44.12M (-9.2%)
-28.85M
est: 38.43M (-175.1%)
-26.63M
est: 41.71M (-163.9%)
-27.28M
est: 49.06M (-155.6%)
56.91M
56.70M – 57.17M
+16.0% YoY
64.84M
64.27M – 65.55M
+13.9% YoY
75.13M
74.58M – 75.68M
+15.9% YoY
Net Income
-51.69M
est: -118.80M (+56.5%)
-49.74M
est: -37.80M (-31.6%)
-31.03M
est: -32.67M (+5.0%)
-28.35M
est: 3.61M (-885.7%)
-28.05M
est: 7.06M (-497.2%)
12.78M
10.96M – 14.61M
+81.0% YoY
17.93M
17.04M – 18.83M
+40.3% YoY
25.95M
25.70M – 26.19M
+44.7% YoY
SGA
89.88M
est: 85.76M (+4.8%)
107.83M
est: 104.31M (+3.4%)
116.42M
est: 132.81M (-12.3%)
137.06M
est: 144.16M (-4.9%)
158.46M
est: 169.55M (-6.5%)
196.69M
195.98M – 197.58M
+16.0% YoY
224.09M
222.15M – 226.56M
+13.9% YoY
259.66M
257.77M – 261.58M
+15.9% YoY
EPS
-2.60
est: -1.66 (-56.8%)
-0.76
est: -0.53 (-44.1%)
-0.46
est: -0.43 (-7.4%)
-0.40
est: 0.04 (-1,047.8%)
-0.37
est: 0.09 (-522.9%)
0.17
0.14 – 0.19
+91.4% YoY
0.24
0.22 – 0.25
+40.3% YoY
0.34
0.34 – 0.34
+44.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-08 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-07 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-06 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-05 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-04 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-05-01 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-30 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-29 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-28 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-27 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5
2026-04-15 C 2/5 5/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
20.20M
OE per share TTM
0.27
Owner's Yield
4.68%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
29.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
31
Total invested
11.28M
Insider transactions (90d)
1
Beneficial owners (>5%)
16
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Brian Rich 10.93M 17.00% 10.93M 10.93M OO 2022-02-14
2 Catalyst Investors IV, L.P. 10.93M 17.00% 10.93M 10.93M PN 2022-02-14
3 Catalyst Investors Partners IV, L.L.C. 10.93M 17.00% 10.93M 10.93M OO 2022-02-14
4 Catalyst Investors Partners IV, L.P. 10.93M 17.00% 10.93M 10.93M PN 2022-02-14
5 Catalyst Investors QP IV, L.P. 10.93M 17.00% 10.93M 10.93M PN 2022-02-14
6 Deer IX & Co. L.P. 7.57M 11.80% 7.57M 7.57M PN 2022-02-15
7 Blake G. Modersitzki 4.85M 7.50% 4.85M 4.85M IN 2022-02-14
8 Pelion Venture Partners VI, L.L.C. 4.85M 7.50% 4.85M 4.85M OO Delaware 2022-02-14
9 Pelion Ventures VI, L.P. 4.54M 7.10% 4.54M 4.54M PN 2022-02-14
10 Bessemer Venture Partners IX L.P. 4.20M 6.50% 4.20M 4.20M PN 2022-02-15
11 Wasatch Advisors LP 87-0319391 3.76M 5.20% 3.76M IA 2024-11-13
12 Bessemer Venture Partners IX Institutional L.P. 3.37M 5.20% 3.37M 3.37M PN 2022-02-15
13 S 3.30M 5.14% 3.30M 3.30M OO Delaware 2022-08-04
14 Pelion Venture Partners VII, L.L.C. 699.4K 1.10% 699.4K 699.4K OO 2022-02-14
15 Pelion Ventures VII L.P. 699.4K 1.10% 699.4K 699.4K PN Delaware 2022-02-14
16 Pelion Ventures VI-A, L.P. 310.1K 0.50% 310.1K 310.1K PN 2022-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
31
-148 vs prev Q
New positions
7
Closed positions
154
Increased
15
Reduced
9
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 2.99M +3.0M (+100.0%) 22.70B +22.7B (+100.0%) 3.95% +3.953 pp 21.45% +21.453 pp USD7.59 +0.0% 1 qtrs NEW
2 FMR LLC 7.38M -2.2M (-23.3%) 56.04M -8.3M (-12.9%) 9.75% -3.115 pp 0.00% -0.001 pp USD12.27 -38.1% 14 qtrs
3 VANGUARD GROUP INC 5.85M +380.9K (+7.0%) 44.38M +7.9M (+21.5%) 7.73% +0.421 pp 0.00% +0.000 pp USD9.10 -16.6% 17 qtrs
4 BLACKROCK, INC. 4.84M +210.9K (+4.6%) 36.71M +5.8M (+18.8%) 6.39% +0.209 pp 0.00% +0.000 pp USD11.27 -32.7% 6 qtrs
5 CROSSLINK CAPITAL INC 3.64M -3.4M (-48.6%) 27.60M -19.7M (-41.6%) 4.80% -4.654 pp 2.14% -1.301 pp USD5.99 +26.7% 16 qtrs
6 FRONTIER CAPITAL MANAGEMENT CO LLC 2.85M +303.0K (+11.9%) 21.65M +4.6M (+27.1%) 3.77% +0.362 pp 0.23% +0.077 pp USD7.95 -4.5% 3 qtrs
7 DISCIPLINED GROWTH INVESTORS INC /MN 2.31M +1.0M (+82.6%) 17.54M +9.1M (+107.5%) 3.05% +1.363 pp 0.34% +0.183 pp USD7.09 +7.1% 2 qtrs
8 STATE STREET CORP 2.17M +459.5K (+26.8%) 16.49M +5.0M (+44.1%) 2.87% +0.581 pp 0.00% +0.000 pp USD9.37 -19.0% 17 qtrs
9 WASATCH ADVISORS LP 1.78M -4.3M (-70.8%) 13.50M -27.2M (-66.9%) 2.35% -5.800 pp 0.08% -0.139 pp USD10.07 -24.6% 14 qtrs
10 RENAISSANCE TECHNOLOGIES LLC 1.69M +407.5K (+31.7%) 12.86M +4.3M (+49.6%) 2.24% +0.519 pp 0.02% +0.009 pp USD9.79 -22.5% 11 qtrs
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13 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 1.23M +1.2M (+174,564.0%) 9.32M +9.3M (+186,280.0%) 1.62% +1.621 pp 0.01% +0.011 pp USD7.59 +0.0% 3 qtrs
14 ARROWMARK COLORADO HOLDINGS LLC 1.23M +98.5K (+8.7%) 9.30M +1.8M (+23.6%) 1.62% +0.113 pp 0.20% +0.065 pp USD6.75 +12.4% 2 qtrs
15 OBERWEIS ASSET MANAGEMENT INC/ 999.1K +13.1K (+1.3%) 7.58M +996.9K (+15.1%) 1.32% +0.003 pp 0.28% +0.025 pp USD10.89 -30.3% 11 qtrs
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18 POTRERO CAPITAL RESEARCH LLC 776.4K +776.4K (+100.0%) 5.89M +5.9M (+100.0%) 1.03% +1.026 pp 1.98% +1.984 pp USD7.59 +0.0% 1 qtrs NEW
19 CENTERBOOK PARTNERS LP 725.9K -339.9K (-31.9%) 5.51M -1.6M (-22.6%) 0.96% -0.465 pp 0.27% -0.083 pp USD8.19 -7.3% 7 qtrs
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24 NUVEEN, LLC 619.6K -22.6K (-3.5%) 4.70M +413.0K (+9.6%) 0.82% -0.040 pp 0.00% +0.000 pp USD9.62 -21.1% 4 qtrs
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26 DIVISAR CAPITAL MANAGEMENT LLC 580.5K +580.5K (+100.0%) 4.41M +4.4M (+100.0%) 0.77% +0.767 pp 1.24% +1.238 pp USD7.59 +0.0% 1 qtrs NEW
27 MEROS INVESTMENT MANAGEMENT, LP 571.9K +571.9K (+100.0%) 4.34M +4.3M (+100.0%) 0.76% +0.756 pp 1.72% +1.721 pp USD7.59 +0.0% 1 qtrs NEW
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 547.4K +4.9K (+0.9%) 4.15M +530.9K (+14.6%) 0.72% -0.002 pp 0.00% +0.000 pp USD8.73 -13.1% 17 qtrs
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38 COMERICA BANK 212.2K -28.6K (-11.9%) 1.61M +2.0K (+0.1%) 0.28% -0.041 pp 0.01% +0.000 pp USD7.99 -5.0% 3 qtrs
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41 TREXQUANT INVESTMENT LP 181.2K +181.2K (+100.0%) 1.38M +1.4M (+100.0%) 0.24% +0.240 pp 0.01% +0.012 pp USD7.59 +0.0% 1 qtrs NEW
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48 CANADA PENSION PLAN INVESTMENT BOARD 125.6K +24.4K (+24.1%) 953.3K +277.3K (+41.0%) 0.17% +0.031 pp 0.00% +0.000 pp USD14.30 -46.9% 5 qtrs
49 SWISS NATIONAL BANK 121.5K +7.1K (+6.2%) 922.2K +158.0K (+20.7%) 0.16% +0.008 pp 0.00% +0.000 pp USD9.09 -16.5% 10 qtrs
50 FEDERATED HERMES, INC. 119.9K -75.8K (-38.7%) 910.1K -397.2K (-30.4%) 0.16% -0.103 pp 0.00% -0.001 pp USD11.10 -31.6% 11 qtrs
51 TWO SIGMA INVESTMENTS, LP 109.8K +95.1K (+646.9%) 833.3K +735.1K (+748.6%) 0.15% +0.125 pp 0.00% +0.001 pp USD8.34 -9.0% 12 qtrs
52 MAN GROUP PLC 108.8K +55.9K (+105.6%) 825.7K +472.3K (+133.7%) 0.14% +0.073 pp 0.00% +0.001 pp USD8.63 -12.1% 5 qtrs
53 BARCLAYS PLC 107.2K -116.3K (-52.0%) 813.9K -2.0M (-71.6%) 0.14% -0.157 pp 0.00% -0.001 pp USD8.51 -10.8% 16 qtrs
54 CRESCENT GROVE ADVISORS, LLC 103.1K +— (+0.0%) 782.5K +93.8K (+13.6%) 0.14% -0.002 pp 0.07% +0.007 pp USD9.19 -17.4% 11 qtrs
55 ACADIAN ASSET MANAGEMENT LLC 98.9K -92.2K (-48.3%) 748.0K -526.0K (-41.3%) 0.13% -0.125 pp 0.00% -0.001 pp USD10.64 -28.7% 12 qtrs
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 92.8K +92.8K (+100.0%) 704.4K +704.4K (+100.0%) 0.12% +0.123 pp 0.00% +0.000 pp USD7.59 +0.0% 11 qtrs
57 TWO SIGMA ADVISERS, LP 91.0K -26.8K (-22.8%) 690.7K -96.2K (-12.2%) 0.12% -0.037 pp 0.00% 0.000 pp USD13.04 -41.8% 11 qtrs
58 XTX TOPCO LTD 85.4K +85.4K (+100.0%) 648.5K +648.5K (+100.0%) 0.11% +0.113 pp 0.02% +0.017 pp USD7.59 +0.0% 9 qtrs
59 HARBOR CAPITAL ADVISORS, INC. 85.3K +17.4K (+25.7%) 647.0K +194.0K (+42.8%) 0.11% +0.022 pp 0.05% +0.015 pp USD10.68 -28.9% 6 qtrs
60 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 76.8K +— (+0.0%) 582.9K +69.9K (+13.6%) 0.10% -0.001 pp 0.00% +0.000 pp USD11.09 -31.6% 4 qtrs
61 UBS ASSET MANAGEMENT AMERICAS INC 76.5K +10.9K (+16.7%) 580.4K +142.7K (+32.6%) 0.10% +0.014 pp 0.00% +0.000 pp USD9.84 -22.9% 9 qtrs
62 LEGAL & GENERAL GROUP PLC 75.5K +9.8K (+15.0%) 573.0K +134.4K (+30.6%) 0.10% +0.012 pp 0.00% +0.000 pp USD9.09 -16.5% 17 qtrs
63 BREVAN HOWARD CAPITAL MANAGEMENT LP 75.3K +32.6K (+76.5%) 571.8K +286.6K (+100.5%) 0.10% +0.043 pp 0.01% +0.005 pp USD7.07 +7.4% 2 qtrs
64 LOS ANGELES CAPITAL MANAGEMENT LLC 87.5K +20.5K (+30.6%) 571.2K +123.9K (+27.7%) 0.12% +0.026 pp 0.00% +0.000 pp USD10.67 -28.9% 5 qtrs
65 FNY INVESTMENT ADVISERS, LLC 72.6K -4.0K (-5.2%) 550.0K +39.0K (+7.6%) 0.10% -0.007 pp 0.16% -0.009 pp USD6.68 +13.6% 2 qtrs
66 RHUMBLINE ADVISERS 72.3K -7.6K (-9.6%) 548.5K +14.7K (+2.7%) 0.10% -0.011 pp 0.00% +0.000 pp USD8.12 -6.5% 14 qtrs
67 GAGNON SECURITIES LLC 70.5K +24.9K (+54.8%) 535.0K +230.8K (+75.9%) 0.09% +0.032 pp 0.11% +0.048 pp USD11.96 -36.5% 5 qtrs
68 WELLS FARGO & COMPANY/MN 70.3K +31.8K (+82.8%) 533.3K +276.5K (+107.7%) 0.09% +0.042 pp 0.00% +0.000 pp USD8.80 -13.8% 17 qtrs
69 RUSSELL INVESTMENTS GROUP, LTD. 68.1K +2.0K (+3.0%) 516.7K +75.4K (+17.1%) 0.09% +0.002 pp 0.00% +0.000 pp USD9.55 -20.5% 8 qtrs
70 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 63.8K +9.9K (+18.3%) 484.1K +123.8K (+34.4%) 0.08% +0.012 pp 0.00% +0.000 pp USD7.71 -1.6% 17 qtrs
71 INSPIRE INVESTING, LLC 62.0K -6.0K (-8.8%) 470.3K +16.3K (+3.6%) 0.08% -0.009 pp 0.04% -0.002 pp USD6.68 +13.6% 2 qtrs
72 CAMPBELL & CO INVESTMENT ADVISER LLC 61.1K +44.3K (+263.2%) 463.5K +351.2K (+312.7%) 0.08% +0.058 pp 0.02% +0.014 pp USD7.79 -2.6% 3 qtrs
73 ASPEN GROVE CAPITAL, LLC 60.1K +11.1K (+22.7%) 456.2K +129.0K (+39.4%) 0.08% +0.014 pp 0.08% +0.024 pp USD12.78 -40.6% 7 qtrs
74 GSA CAPITAL PARTNERS LLP 60.0K +60.0K (+100.0%) 456.0K +456.0K (+100.0%) 0.08% +0.079 pp 0.04% +0.039 pp USD7.59 +0.0% 1 qtrs NEW
75 CREATIVE PLANNING 54.7K +54.7K (+100.0%) 414.9K +414.9K (+100.0%) 0.07% +0.072 pp 0.00% +0.000 pp USD7.59 +0.0% 5 qtrs
76 CIBC PRIVATE WEALTH GROUP, LLC 54.1K +54.1K (+100.0%) 410.9K +410.9K (+100.0%) 0.07% +0.072 pp 0.00% +0.001 pp USD7.59 +0.0% 1 qtrs NEW
77 POINT72 ASSET MANAGEMENT, L.P. 53.9K +35.5K (+193.3%) 409.1K +286.3K (+233.2%) 0.07% +0.047 pp 0.00% +0.000 pp USD8.22 -7.7% 10 qtrs
78 GAMCO INVESTORS, INC. ET AL 53.6K +800.0 (+1.5%) 406.8K +54.1K (+15.3%) 0.07% +0.000 pp 0.00% +0.001 pp USD12.24 -38.0% 5 qtrs
79 TRUVESTMENTS CAPITAL LLC 49.3K +13.5K (+37.7%) 373.9K +134.9K (+56.5%) 0.07% +0.017 pp 0.07% +0.025 pp USD9.83 -22.8% 8 qtrs
80 LAZARD ASSET MANAGEMENT LLC 48.0K +30.6K (+175.8%) 364.1K +247.9K (+213.3%) 0.06% +0.040 pp 0.00% +0.001 pp USD8.37 -9.3% 13 qtrs
81 STERLING INVESTMENT COUNSEL, LLC 47.8K +— (+0.0%) 362.9K +43.5K (+13.6%) 0.06% -0.001 pp 0.10% +0.002 pp USD6.68 +13.6% 2 qtrs
82 PORTOLAN CAPITAL MANAGEMENT, LLC 47.6K +47.6K (+100.0%) 361.3K +361.3K (+100.0%) 0.06% +0.063 pp 0.02% +0.019 pp USD7.59 +0.0% 5 qtrs
83 CITADEL ADVISORS LLC 47.3K +13.2K (+38.7%) 359.0K +131.2K (+57.6%) 0.06% +0.017 pp 0.00% +0.000 pp USD7.58 +0.1% 14 qtrs
84 EXODUSPOINT CAPITAL MANAGEMENT, LP 47.2K -35.0K (-42.6%) 358.4K -191.0K (-34.8%) 0.06% -0.048 pp 0.00% -0.003 pp USD7.19 +5.6% 3 qtrs
85 VOYA INVESTMENT MANAGEMENT LLC 46.2K -22.9K (-33.2%) 350.8K -111.2K (-24.1%) 0.06% -0.031 pp 0.00% 0.000 pp USD13.66 -44.4% 13 qtrs
86 ROCKEFELLER CAPITAL MANAGEMENT L.P. 44.4K +11.0K (+32.8%) 336.9K +113.6K (+50.8%) 0.06% +0.014 pp 0.00% +0.000 pp USD6.90 +10.0% 2 qtrs
87 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 43.2K -37.5K (-46.4%) 328.0K -211.0K (-39.1%) 0.06% -0.051 pp 0.07% -0.017 pp USD9.16 -17.1% 4 qtrs
88 GRAHAM CAPITAL MANAGEMENT, L.P. 39.6K +39.6K (+100.0%) 300.5K +300.5K (+100.0%) 0.05% +0.052 pp 0.01% +0.007 pp USD7.59 +0.0% 6 qtrs
89 ALLIANCEBERNSTEIN L.P. 38.2K +— (+0.0%) 289.8K +34.7K (+13.6%) 0.05% -0.001 pp 0.00% +0.000 pp USD9.46 -19.8% 13 qtrs
90 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 36.5K +36.5K (+100.0%) 277.2K +277.2K (+100.0%) 0.05% +0.048 pp 0.00% +0.000 pp USD7.59 +0.0% 11 qtrs
91 PRICE T ROWE ASSOCIATES INC /MD/ 35.3K +4.3K (+13.7%) 268.0K +60.0K (+28.8%) 0.05% +0.005 pp 0.00% +0.000 pp USD9.26 -18.0% 7 qtrs
92 INVESCO LTD. 35.2K -4.9K (-12.2%) 267.1K -510.0 (-0.2%) 0.05% -0.007 pp 0.00% +0.000 pp USD10.01 -24.2% 6 qtrs
93 METLIFE INVESTMENT MANAGEMENT, LLC 34.8K +5.1K (+17.3%) 264.2K +66.0K (+33.3%) 0.05% +0.006 pp 0.00% +0.000 pp USD6.74 +12.6% 13 qtrs
94 THREE BRIDGE WEALTH ADVISORS, LLC 31.4K +— (+0.0%) 238.1K +28.5K (+13.6%) 0.04% -0.001 pp 0.06% +0.009 pp USD3.04 +149.7% 15 qtrs
95 VIRGINIA RETIREMENT SYSTEMS ET AL 30.9K +30.9K (+100.0%) 234.5K +234.5K (+100.0%) 0.04% +0.041 pp 0.00% +0.001 pp USD7.59 +0.0% 1 qtrs NEW
96 BAILARD, INC. 29.6K -22.2K (-42.9%) 224.5K -121.4K (-35.1%) 0.04% -0.030 pp 0.01% -0.003 pp USD9.64 -21.3% 7 qtrs
97 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 31.3K +12.4K (+66.0%) 224.4K +98.5K (+78.2%) 0.04% +0.016 pp 0.00% +0.000 pp USD7.61 -0.3% 13 qtrs
98 ANDINA CAPITAL MANAGEMENT, LLC 28.7K -6.8K (-19.2%) 217.6K -19.5K (-8.2%) 0.04% -0.010 pp 0.13% -0.002 pp USD7.49 +1.3% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 67 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 WisdomTree Cloud Computing UCITS ETF WCLD.L 1.54% 4.23M 0.40%
2 WisdomTree Cloud Computing Fund WCLD 1.45% 3.65M 0.45%
3 State Street SPDR FactSet Innovative Technology ETF XITK 0.96% 700.3K 0.45%
4 State Street SPDR S&P Software & Services ETF XSW 0.85% 3.70M 0.35%
5 KraneShares Man Buyout Beta Index ETF BUYO 0.37% 61.5K 0.89%
6 Inspire Small/Mid Cap ETF ISMD 0.23% 768.7K 0.53%
7 Federated Hermes MDT Small Cap Core ETF FSCC 0.23% 375.1K 0.51%
8 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.16% 145.5K 0.89%
9 iShares Micro-Cap ETF IWC 0.10% 1.51M 0.60%
10 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.07% 703.8K 0.20%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
2.00
Bullish
Ratio by volume
3.00
Bullish
Buys
2
Sells
1
Shares acquired
1.20M
Shares disposed
35.1K
Cash buys
Cash sales
Net activity
+1,164,923
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-27 WHITE BRETT T Director / Officer A-Award A Common Stock 600,000 0.00 2,954,742 D
2026-04-15 Christiansen Jason Paul Officer F-InKind D Common Stock 35,077 5.22 183.1K 726,322 D
2026-03-30 Dubin Ryan Director A-Award A Common Stock 68,752 0.00 68,752 D
2026-03-26 McNeil Joseph David Officer A-Award A Common Stock 300,000 0.00 771,480 D
2026-03-26 Christiansen Jason Paul Officer A-Award A Common Stock 300,000 0.00 761,399 D
2026-03-26 Bertilson Marcus Officer A-Award A Common Stock 300,000 0.00 756,343 D
2026-03-13 WHITE BRETT T Director / Officer F-InKind D Common Stock 117,573 4.88 573.8K 1,754,742 D
2026-03-13 McNeil Joseph David Officer F-InKind D Common Stock 34,241 4.88 167.1K 471,480 D
2026-03-13 Christiansen Jason Paul Officer F-InKind D Common Stock 4,006 4.88 19.5K 459,478 D
2026-03-13 Bertilson Marcus Officer F-InKind D Common Stock 19,849 4.88 96.9K 455,038 D
2026-03-12 Waltman Tyler Otis Officer A-Award A Common Stock 150,000 0.00 150,000 D
2026-03-06 McNeil Joseph David Officer S-Sale D Common Stock 25,000 5.53 138.3K 505,721 D
2026-02-23 Waltman Tyler Otis Officer 0 0.00 0
2025-12-22 Goodsell Erin Officer S-Sale D Common Stock 9,615 6.89 66.2K 527,055 D
2025-12-16 McNeil Joseph David Officer A-Award A Common Stock 150,000 0.00 530,721 D
2025-12-16 Christiansen Jason Paul Officer A-Award A Common Stock 150,000 0.00 463,484 D
2025-12-16 Bertilson Marcus Officer A-Award A Common Stock 150,000 0.00 474,887 D
2025-12-15 WHITE BRETT T Director / Officer F-InKind D Common Stock 49,756 6.75 335.9K 1,872,315 D
2025-12-15 McNeil Joseph David Officer F-InKind D Common Stock 14,103 6.75 95.2K 380,721 D
2025-12-15 Goodsell Erin Officer F-InKind D Common Stock 7,511 6.75 50.7K 536,670 D
2025-12-15 Bertilson Marcus Officer F-InKind D Common Stock 13,705 6.75 92.5K 324,887 D
2025-11-05 Newton Tyler Director S-Sale D Common Stock 50,993 6.68 340.6K 50,992 I
2025-09-22 Goodsell Erin Officer S-Sale D Common Stock 9,541 7.50 71.6K 544,181 D
2025-09-22 Christiansen Jason Paul Officer S-Sale D Common Stock 3,897 7.50 29.2K 313,484 D
2025-09-16 WHITE BRETT T Director / Officer S-Sale D Common Stock 53,953 7.73 417.1K 1,922,071 D
2025-09-16 McNeil Joseph David Officer S-Sale D Common Stock 14,236 7.73 110.0K 394,824 D
2025-09-16 Goodsell Erin Officer S-Sale D Common Stock 7,585 7.73 58.6K 553,722 D
2025-09-16 Christiansen Jason Paul Officer S-Sale D Common Stock 4,131 7.73 31.9K 317,381 D
2025-09-16 Bertilson Marcus Officer S-Sale D Common Stock 13,836 7.73 107.0K 338,592 D
2025-08-19 Goodsell Erin Officer S-Sale D Common Stock 1,006 8.02 8.1K 561,307 D
2025-08-18 WHITE BRETT T Director / Officer S-Sale D Common Stock 28,112 7.98 224.3K 1,976,024 D
2025-08-18 Goodsell Erin Officer S-Sale D Common Stock 23,350 7.98 186.3K 562,313 D
2025-08-01 McDermott Adrian Director 0 0.00 0
2025-06-17 McNeil Joseph David Officer S-Sale D Common Stock 14,302 8.53 122.0K 409,060 D
2025-06-17 Christiansen Jason Paul Officer S-Sale D Common Stock 3,940 8.48 33.4K 320,998 D
2025-06-17 Bertilson Marcus Officer S-Sale D Common Stock 11,409 8.53 97.3K 352,093 D
2025-06-16 WHITE BRETT T Director / Officer S-Sale D Common Stock 53,111 8.59 456.2K 2,004,136 D
2025-06-16 Goodsell Erin Officer S-Sale D Common Stock 7,472 8.59 64.2K 584,657 D
2025-06-16 Christiansen Jason Paul Officer S-Sale D Common Stock 4,070 8.59 35.0K 324,938 D
2025-05-21 TOMLIN DEBORA B Director A-Award A Common Stock 18,078 0.00 92,175 D
2025-05-21 Scanlon George P Director A-Award A Common Stock 18,078 0.00 121,179 D
2025-05-21 Newton Tyler Director A-Award A Common Stock 18,078 0.00 92,175 D
2025-05-21 Modersitzki Blake G Director A-Award A Common Stock 18,078 0.00 129,175 D
2025-05-21 Harvey Stuart C. JR Director A-Award A Common Stock 18,078 0.00 94,835 D
2025-05-21 CROSSLINK CAPITAL INC 10% Owner A-Award A Common Stock 1,401 0.00 719,004 I
2025-05-16 WHITE BRETT T Director / Officer S-Sale D Common Stock 29,137 10.79 314.3K 2,057,247 D
2025-05-16 Newton Tyler Director S-Sale D Common Stock 50,993 10.78 549.7K 101,985 I
2025-05-16 Goodsell Erin Officer S-Sale D Common Stock 24,025 10.79 259.2K 592,129 D
2025-05-12 Neish Branden Officer S-Sale D Common Stock 16,928 11.00 186.2K 509,083 D
2025-04-28 WHITE BRETT T Director / Officer S-Sale D Common Stock 54,051 10.23 552.9K 2,086,384 D
2025-04-28 Neish Branden Officer S-Sale D Common Stock 20,232 10.23 207.0K 526,011 D
2025-04-01 Christiansen Jason Paul Officer Common Stock 0 0.00 329,008 D
2025-03-24 WHITE BRETT T Director / Officer A-Award A Common Stock 350,000 0.00 2,140,435 D
2025-03-24 Neish Branden Officer A-Award A Common Stock 104,000 0.00 546,243 D
2025-03-24 McNeil Joseph David Officer A-Award A Common Stock 125,000 0.00 423,362 D
2025-03-24 Goodsell Erin Officer A-Award A Common Stock 94,000 0.00 616,154 D
2025-03-24 Bertilson Marcus Officer A-Award A Common Stock 115,000 0.00 363,502 D
2025-03-20 Neish Branden Officer S-Sale D Common Stock 18,665 11.32 211.3K 442,243 D
2025-03-19 Taylor Alan Officer S-Sale D Common Stock 39,498 11.39 449.8K 207,986 D
2025-03-19 Neish Branden Officer S-Sale D Common Stock 25,510 11.33 288.9K 460,908 D
2025-03-19 Goodsell Erin Officer S-Sale D Common Stock 19,917 11.33 225.6K 522,154 D
2025-03-19 Bertilson Marcus Officer S-Sale D Common Stock 27,599 11.33 312.6K 248,502 D
2025-03-18 Taylor Alan Officer S-Sale D Common Stock 31,262 11.17 349.0K 247,484 D
2025-03-18 McNeil Joseph David Officer S-Sale D Common Stock 51,638 11.17 576.5K 298,362 D
2025-03-17 WHITE BRETT T Director / Officer S-Sale D Common Stock 109,722 11.26 1.24M 1,790,435 D
2025-03-14 Taylor Alan Officer S-Sale D Common Stock 794 11.18 8.9K 278,746 D
2025-03-13 Taylor Alan Officer S-Sale D Common Stock 796 11.28 9.0K 279,540 D
2025-03-05 Newton Tyler Director G-Gift A Common Stock 152,978 0.00 152,978 I
2025-02-19 Goodsell Erin Officer S-Sale D Common Stock 15,801 17.10 270.2K 542,071 D
2025-02-18 WHITE BRETT T Director / Officer S-Sale D Common Stock 28,207 17.36 489.7K 1,900,157 D
2025-02-18 Neish Branden Officer S-Sale D Common Stock 1,100 17.51 19.3K 486,418 D
2025-02-18 Modersitzki Blake G Director S-Sale D Common Stock 4,784 17.49 83.7K 179,153 I
2025-02-18 Goodsell Erin Officer S-Sale D Common Stock 2,128 17.51 37.3K 557,872 D
2025-02-14 Taylor Alan Officer S-Sale D Common Stock 801 17.28 13.8K 280,336 D
2025-02-14 Neish Branden Officer S-Sale D Common Stock 5,091 17.51 89.1K 487,518 D
2025-02-14 Modersitzki Blake G Director S-Sale D Common Stock 2,688 17.48 47.0K 183,937 I
2025-02-14 Goodsell Erin Officer S-Sale D Common Stock 9,310 17.52 163.1K 584,364 D
2025-02-13 Taylor Alan Officer S-Sale D Common Stock 789 17.01 13.4K 281,137 D
2025-02-11 Modersitzki Blake G Director S-Sale D Common Stock 20,711 17.45 361.4K 2,729,387 I
2025-02-10 Modersitzki Blake G Director S-Sale D Common Stock 5,831 17.45 101.8K 2,750,098 I
2025-02-07 Modersitzki Blake G Director S-Sale D Common Stock 5,134 17.45 89.6K 2,755,929 I
2025-01-31 Modersitzki Blake G Director S-Sale D Common Stock 6,631 16.53 109.6K 188,792 I
2025-01-30 Modersitzki Blake G Director S-Sale D Common Stock 56,126 16.51 926.6K 2,858,052 I
2025-01-29 Modersitzki Blake G Director S-Sale D Common Stock 2,618 16.47 43.1K 199,261 I
2025-01-27 WHITE BRETT T Director / Officer S-Sale D Common Stock 54,778 15.86 868.8K 1,928,364 D
2025-01-27 Neish Branden Officer S-Sale D Common Stock 20,741 15.86 329.0K 491,381 D
2025-01-24 Modersitzki Blake G Director S-Sale D Common Stock 1,404 16.45 23.1K 2,952,467 I
2025-01-14 Taylor Alan Officer S-Sale D Common Stock 796 15.46 12.3K 281,926 D
2025-01-13 Taylor Alan Officer S-Sale D Common Stock 794 15.33 12.2K 282,722 D
2024-12-23 Modersitzki Blake G Director S-Sale D Common Stock 79,339 16.49 1.31M 2,953,871 I
2024-12-20 Taylor Alan Officer S-Sale D Common Stock 4,182 16.03 67.0K 283,516 D
2024-12-19 Taylor Alan Officer S-Sale D Common Stock 100 16.00 1.6K 287,698 D
2024-12-18 Taylor Alan Officer S-Sale D Common Stock 12,044 16.15 194.5K 287,798 D
2024-12-17 Taylor Alan Officer S-Sale D Common Stock 1,892 16.00 30.3K 299,842 D
2024-12-16 Taylor Alan Officer S-Sale D Common Stock 44,245 15.98 707.0K 301,734 D
2024-12-16 Neish Branden Officer S-Sale D Common Stock 7,111 15.95 113.4K 512,122 D
2024-12-16 Modersitzki Blake G Director S-Sale D Common Stock 8,471 15.59 132.1K 3,033,210 I
2024-12-13 WHITE BRETT T Director / Officer F-InKind D Common Stock 34,567 15.46 534.4K 1,983,142 D
2024-12-13 Taylor Alan Officer S-Sale D Common Stock 891 15.56 13.9K 345,979 D
2024-12-13 Neish Branden Officer F-InKind D Common Stock 3,909 15.46 60.4K 519,233 D
2024-12-13 Modersitzki Blake G Director S-Sale D Common Stock 86,983 15.47 1.35M 3,041,681 I
2024-12-13 Goodsell Erin Officer F-InKind D Common Stock 3,311 15.46 51.2K 592,873 D
2024-12-13 Bertilson Marcus Officer F-InKind D Common Stock 9,147 15.46 141.4K 276,101 D
2024-12-12 Taylor Alan Officer F-InKind D Common Stock 699 15.56 10.9K 361,108 D
2024-12-12 Neish Branden Officer S-Sale D Common Stock 2,889 15.78 45.6K 523,142 D
2024-12-12 Modersitzki Blake G Director S-Sale D Common Stock 11,486 15.59 179.1K 213,926 I
2024-12-11 Modersitzki Blake G Director S-Sale D Common Stock 179,961 15.25 2.74M 3,296,664 I
2024-12-10 Modersitzki Blake G Director S-Sale D Common Stock 6,821 15.01 102.4K 237,717 I
2024-12-09 Modersitzki Blake G Director S-Sale D Common Stock 1,127 14.95 16.8K 3,576,377 I
2024-12-06 Neish Branden Officer G-Gift D Common Stock 14,300 0.00 526,031 D
2024-12-06 Modersitzki Blake G Director S-Sale D Common Stock 10,515 14.32 150.6K 244,616 I
2024-12-06 CROSSLINK CAPITAL INC 10% Owner S-Sale D Common Stock 100,000 14.29 1.43M 6,359,593 I
2024-12-05 Taylor Alan Officer G-Gift D Common Stock 28,688 0.00 361,807 D
2024-12-05 Newton Tyler Director J-Other D Common Stock, par value $0.0001 per share 52,123 0.00 74,097 I
2024-12-05 Modersitzki Blake G Director S-Sale D Common Stock 2,285 13.99 32.0K 260,155 I
2024-12-05 CROSSLINK CAPITAL INC 10% Owner J-Other D Common Stock 577,005 0.00 6,501,593 I
2024-12-04 Newton Tyler Director J-Other D Common Stock, par value $0.0001 per share 833,536 0.00 126,220 I
2024-12-04 Modersitzki Blake G Director S-Sale D Common Stock 7,716 13.90 107.3K 262,440 I
2024-12-03 Modersitzki Blake G Director S-Sale D Common Stock 8,213 14.15 116.2K 270,156 I
2024-12-03 CROSSLINK CAPITAL INC 10% Owner S-Sale D Common Stock 102,500 14.36 1.47M 7,078,598 I
2024-12-02 CROSSLINK CAPITAL INC 10% Owner J-Other D Common Stock 10,845 0.00 7,181,098 I
2024-11-27 Modersitzki Blake G Director S-Sale D Common Stock 16,151 14.14 228.4K 4,080,382 I
2024-11-27 CROSSLINK CAPITAL INC 10% Owner S-Sale D Common Stock 10,550 14.07 148.4K 7,191,943 I
2024-11-26 Newton Tyler Director J-Other D Common Stock, par value $0.0001 per share 1,055,160 0.00 959,756 I
2024-11-26 Modersitzki Blake G Director S-Sale D Common Stock 26,653 14.12 376.3K 4,096,533 I
2024-11-26 CROSSLINK CAPITAL INC 10% Owner S-Sale D Common Stock 198,056 14.06 2.78M 7,385,316 I
2024-11-25 Modersitzki Blake G Director S-Sale D Common Stock 9,387 14.12 132.5K 4,123,186 I
2024-11-25 CROSSLINK CAPITAL INC 10% Owner S-Sale D Common Stock 45,552 14.02 638.6K 7,583,372 I
2024-11-21 Newton Tyler Director J-Other D Common Stock, par value $0.0001 per share 69,781 0.00 99,505 I
2024-11-21 CROSSLINK CAPITAL INC 10% Owner S-Sale D Common Stock 34,200 13.66 467.2K 7,628,924 I
2024-11-20 Goodsell Erin Officer S-Sale D Common Stock 15,000 13.86 207.9K 596,184 D
2024-11-20 CROSSLINK CAPITAL INC 10% Owner S-Sale D Common Stock 77,831 13.86 1.08M 7,663,124 I
2024-11-19 CROSSLINK CAPITAL INC 10% Owner S-Sale D Common Stock 100,000 13.61 1.36M 7,740,955 I
2024-11-19 Bertilson Marcus Officer S-Sale D Common Stock 45,000 13.43 604.4K 285,248 D
2024-11-15 WHITE BRETT T Director / Officer F-InKind D Common Stock 28,749 13.27 381.5K 2,017,709 D
2024-11-15 Goodsell Erin Officer F-InKind D Common Stock 23,949 13.27 317.8K 611,184 D
2024-11-14 Newton Tyler Director J-Other D Common Stock, par value $0.0001 per share 949,729 0.00 3,333,233 I
2024-11-13 Taylor Alan Officer S-Sale D Common Stock 892 14.15 12.6K 390,495 D
2024-11-13 Modersitzki Blake G Director S-Sale D Common Stock 2,416 14.20 34.3K 282,568 I
2024-11-13 CROSSLINK CAPITAL INC 10% Owner S-Sale D Common Stock 15,000 14.04 210.6K 7,840,955 I
2024-11-12 Taylor Alan Officer F-InKind D Common Stock 698 14.16 9.9K 391,387 D
2024-11-12 Modersitzki Blake G Director S-Sale D Common Stock 19,532 14.20 277.4K 4,167,917 I
2024-11-11 Modersitzki Blake G Director S-Sale D Common Stock 4,750 14.04 66.7K 286,320 I
2024-11-08 Modersitzki Blake G Director S-Sale D Common Stock 2,098 14.46 30.3K 294,084 I
2024-11-08 CROSSLINK CAPITAL INC 10% Owner S-Sale D Common Stock 60,000 14.29 857.4K 7,855,955 I
2024-11-07 Newton Tyler Director J-Other D Common Stock, par value $0.0001 per share 949,729 0.00 4,282,962 I
2024-11-06 CROSSLINK CAPITAL INC 10% Owner S-Sale D Common Stock 125,000 13.99 1.75M 7,915,955 I
2024-11-05 CROSSLINK CAPITAL INC 10% Owner J-Other D Common Stock 75,733 0.00 8,040,955 I
2024-11-04 Newton Tyler Director J-Other D Common Stock, par value $0.0001 per share 474,646 0.00 5,232,691 I
2024-11-01 CROSSLINK CAPITAL INC 10% Owner S-Sale D Common Stock 89,555 12.98 1.16M 8,116,688 I
2024-10-31 Taylor Alan Officer S-Sale D Common Stock 8,710 14.12 123.0K 392,085 D
2024-10-31 Modersitzki Blake G Director S-Sale D Common Stock 113,395 14.05 1.59M 4,331,678 I
2024-10-31 CROSSLINK CAPITAL INC 10% Owner J-Other D Common Stock 739,314 0.00 8,206,243 I
2024-10-30 Neish Branden Officer S-Sale D Common Stock 7,642 13.77 105.2K 540,331 D
2024-10-29 Neish Branden Officer S-Sale D Common Stock 400 13.71 5.5K 547,973 D
2024-10-25 WHITE BRETT T Director / Officer F-InKind D Common Stock 52,931 13.47 713.0K 2,046,458 D
2024-10-25 Neish Branden Officer F-InKind D Common Stock 19,849 13.47 267.4K 548,373 D
2024-10-21 Neish Branden Officer S-Sale D Common Stock 1,308 13.72 17.9K 568,222 D
2024-10-18 Modersitzki Blake G Director S-Sale D Common Stock 14,713 13.49 198.5K 4,445,073 I
2024-10-17 Modersitzki Blake G Director S-Sale D Common Stock 27,957 13.46 376.3K 4,459,786 I
2024-10-16 Neish Branden Officer S-Sale D Common Stock 650 13.71 8.9K 569,530 D
2024-10-16 Modersitzki Blake G Director S-Sale D Common Stock 48,046 13.51 649.1K 4,487,743 I
2024-10-14 Taylor Alan Officer S-Sale D Common Stock 891 13.25 11.8K 400,795 D
2024-10-11 Taylor Alan Officer F-InKind D Common Stock 699 13.24 9.3K 401,686 D
2024-10-08 Taylor Alan Officer S-Sale D Common Stock 19,462 13.05 254.0K 402,385 D
2024-10-07 Taylor Alan Officer S-Sale D Common Stock 2,638 13.00 34.3K 421,847 D
2024-10-04 Taylor Alan Officer S-Sale D Common Stock 22,356 13.00 290.6K 424,485 D
2024-09-30 Taylor Alan Officer S-Sale D Common Stock 4,296 13.05 56.1K 446,841 D
2024-09-27 Taylor Alan Officer S-Sale D Common Stock 305 12.50 3.8K 451,137 D
2024-09-20 Taylor Alan Officer S-Sale D Common Stock 24,499 12.58 308.2K 451,442 D
2024-09-17 Taylor Alan Officer S-Sale D Common Stock 13,295 11.03 146.6K 475,941
2024-09-16 Taylor Alan Officer S-Sale D Common Stock 36,319 10.42 378.4K 489,236
2024-09-13 WHITE BRETT T Director / Officer F-InKind D Common Stock 34,681 10.59 367.3K 2,099,389
2024-09-13 Taylor Alan Officer F-InKind D Common Stock 14,270 10.59 151.1K 529,115
2024-09-13 Neish Branden Officer F-InKind D Common Stock 3,709 10.59 39.3K 570,180
2024-09-13 Goodsell Erin Officer F-InKind D Common Stock 3,319 10.59 35.1K 635,133
2024-09-13 Bertilson Marcus Officer F-InKind D Common Stock 7,434 10.59 78.7K 330,248
2024-09-12 Taylor Alan Officer F-InKind D Common Stock 700 10.35 7.2K 543,385
2024-09-05 Newton Tyler Director J-Other A Common Stock, par value $0.0001 per share 14,291 0.00 6,137,464
2024-09-05 Bertilson Marcus Officer S-Sale D Common Stock 15,000 10.67 160.1K 337,682
2024-08-27 Newton Tyler Director J-Other A Common Stock, par value $0.0001 per share 14,274 0.00 6,623,173
2024-08-21 Newton Tyler Director J-Other A Common Stock, par value $0.0001 per share 14,273 0.00 7,108,899
2024-08-21 Catalyst Investors Partners IV, L.P. 10% Owner J-Other D Common Stock, par value $0.0001 per share 500,000 0.00 7,002,519
2024-08-20 Goodsell Erin Officer S-Sale D Common Stock 15,000 11.19 167.9K 638,452
2024-08-19 Goodsell Erin Officer S-Sale D Common Stock 1,528 10.98 16.8K 653,452
2024-08-15 WHITE BRETT T Director / Officer F-InKind D Common Stock 28,844 10.83 312.4K 2,134,070
2024-08-15 Goodsell Erin Officer F-InKind D Common Stock 24,004 10.83 260.0K 654,980
2024-08-13 Newton Tyler Director / 10% Owner J-Other D Common Stock, par value $0.0001 per share 500,000 0.00 7,580,533
2024-08-13 Catalyst Investors Partners IV, L.P. 10% Owner J-Other D Common Stock, par value $0.0001 per share 500,000 0.00 7,502,519
2024-08-12 Taylor Alan Officer F-InKind D Common Stock 700 10.52 7.4K 543,655
2024-08-07 Newton Tyler Director / 10% Owner J-Other A Common Stock, par value $0.0001 per share 14,137 0.00 8,080,533
2024-08-07 Catalyst Investors Partners IV, L.P. 10% Owner J-Other D Common Stock, par value $0.0001 per share 500,000 0.00 8,002,519
2024-07-25 WHITE BRETT T Director / Officer F-InKind D Common Stock 53,106 10.21 542.2K 2,162,914
2024-07-25 Neish Branden Officer F-InKind D Common Stock 18,832 10.21 192.3K 572,665
2024-07-12 Taylor Alan Officer F-InKind D Common Stock 700 9.02 6.3K 544,355
2024-06-14 WHITE BRETT T Director / Officer F-InKind D Common Stock 34,861 9.00 313.7K 2,216,020
2024-06-14 Taylor Alan Officer F-InKind D Common Stock 14,271 9.00 128.4K 545,055
2024-06-14 Neish Branden Officer F-InKind D Common Stock 3,709 9.00 33.4K 591,497
2024-06-14 Goodsell Erin Officer F-InKind D Common Stock 3,319 9.00 29.9K 677,456
2024-06-14 Bertilson Marcus Officer F-InKind D Common Stock 24,165 9.00 217.5K 350,835

Executive team

Top executives
EBIT / Employee
-31.9K
Shares Outstanding
78.65M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Brett White Chief Executive Officer 520.3K 4.20M 483.0K 14.0K 5.22M 80.51%
2 2025 Jason Christiansen Chief Financial Officer 368.5K 3.68M 184.0K 14.2K 4.25M 86.67%
3 2025 David McNeil Chief Revenue Officer 404.6K 2.55M 339.1K 14.0K 3.31M 77.08%
4 2024 Brett White Chief Executive Officer 498.1K 4.66M 490.8K 13.9K 5.67M 82.30%
5 2024 David McNeil Chief Revenue Officer 354.6K 100.0K 4.41M 190.8K 14.5K 5.07M 86.99%
6 2024 Branden Neish Chief Product and Technology Officer 377.6K 1.58M 167.4K 13.8K 2.14M 73.83%
7 2023 Brett White Chief Executive Officer 468.8K 3.79M 893.0K 13.2K 5.16M 73.36%
8 2023 Matt Hyde Former Chief Revenue Officer 298.2K 1.42M 12.7K 1.73M 82.04%
9 2023 Alan Taylor Chief Financial Officer 378.3K 851.9K 221.5K 13.2K 1.46M 58.15%
10 2023 Branden Neish Chief Product and Technology Officer 358.3K 497.0K 230.5K 13.3K 1.10M 45.22%
11 2022 Brett White Chief Executive Officer 290.0K 321.4K 10.04M 27.4K 10.68M 94.02%
12 2022 Erin Goodsell Chief Legal Officer and Corporate Secretary 165.0K 3.59M 118.0K 5.6K 3.88M 92.55%
13 2022 Roy Banks Former Chief Executive Officer 286.6K 2.95M 152.7K 3.39M 87.00%
14 2022 Matt Hyde Former Chief Revenue Officer 312.5K 1.75M 274.4K 150.0K 7.6K 2.50M 81.11%
15 2022 Matt Hyde Chief Revenue Officer 312.5K 1.75M 274.4K 150.0K 7.6K 2.50M 81.11%
16 2021 Wendy Harper Former Chief Legal Officer and Corporate Secretary 257.7K 250.3K 5.45M 7.6K 5.96M 91.35%
17 2021 Wendy Harper Chief Legal Officer and Corporate Secretary 257.7K 250.3K 5.45M 7.6K 5.96M 91.35%
18 2021 Matt Hyde Chief Revenue Officer 209.0K 56.7K 2.72M 7.8K 2.99M 90.85%
19 2021 Roy Banks Former Chief Executive Officer and Director 358.5K 100.0K 11.1K 469.6K 0.00%
20 2021 Roy Banks Former Chief Executive Officer 358.5K 100.0K 11.1K 469.6K 0.00%
21 2021 Roy Banks Chief Executive Officer 358.5K 100.0K 11.1K 469.6K 0.00%
22 2020 Roy Banks Chief Executive Officer 29.2K 6.30M 0.00%
23 2020 Roy Banks Former Chief Executive Officer and Director 29.2K 6.30M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2025-04-08 DEFA14A
2025-04-08 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 10-Q
2026-04-30 8-K
2026-04-29 4
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2026-04-28 ARS
2026-04-17 4
2026-04-09 4
2026-04-09 3
2026-03-30 8-K

Executive team

NameTitleCompensationGender
Brett T. White Chief Executive Officer & Director 1M male
Joseph David McNeil Chief Revenue Officer 757.7K male
Jason Christiansen Chief Financial Officer 566.7K male
Erin Goodsell Chief Legal Officer & Corporate Secretary 462.6K female
Mark McReynolds Head of Investor Relations male
Abhi Sharma Chief Technology Officer male
Tyler Waltman General Counsel & Corporate Secretary male
Brooke Shreeve Chief People Officer female
Chris Baird Chief Marketing Officer male
Marcus Bertilson Chief Operating Officer male
ESG Rating
B
SOFTWARE - APPLICATION
2026
E (Environmental)
50.0 / 66.0
Company / Sector avg.
S (Social)
71.2 / 69.5
Company / Sector avg.
G (Governance)
60.8 / 67.5
Company / Sector avg.
ESG Total
60.7 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend history

Earnings history

Earnings reports

Stock splits