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Warby Parker Inc. (WRBY)

USD27.78 +0.37 (+1.35%)
US NYSE Healthcare Medical - Instruments & Supplies
Address 233 Spring Street 10013
New York City, NY, US
CEO Neil Harris Blumenthal
IPO 2021-09-29
CIK 1504776 ISIN US93403J1060

Explore sections of this company profile

Description

Warby Parker Inc. operates as a purveyor of optical products and related services. Their extensive product line includes prescription eyeglasses, sunglasses, and contact lenses, alongside specialized lens options such as light-responsive (photochromic) and blue-light-filtering variants. Customers can also acquire a variety of accessories, including protective cases, lens care kits equipped with anti-fog spray, pouches, and individual anti-fog lens sprays. Beyond product sales, Warby Parker facilitates direct-to-consumer eye examinations and vision assessments. These services are accessible through their physical retail locations, online platform, and dedicated mobile applications. By May 16, 2022, the company had established a network of 160 brick-and-mortar stores across the United States and Canada. Originally incorporated as JAND, Inc. in 2009, the organization officially rebranded to Warby Parker Inc. in June 2021. Its corporate headquarters are situated in New York, New York.

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
USD27.78 +0.37 (+1.35%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.97
Float Shares
92.20M
Free Float %
75.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-6.39% +8.71% +29.44% +26.11% +54.09% +23.68% +42.74% +138.28% -50.54% -50.54% -50.54%
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 (15 ratings, all time) Buy
Price Targets & DCF
Current price
27.78
Low 25.00 -10.0%
Consensus 31.00 +11.6%
Median 32.50 +17.0%
High 35.00 +26.0%
Ratings Trend (MoM) 69% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 7 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
34.00
+22.4%
Last Quarter 2
27.00
-2.8%
Last Year 10
28.90
+4.0%
All Time 29
23.00
-17.2%
Quality scores
Altman Z-Score
6.11
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Instruments & Supplies: +7.9%
    +13.0% Q1'26: +8.3% (vs Q1'25)
  • EPS growth Medical - Instruments & Supplies: +16.3%
    +107.7% Q1'26: +7.5% (vs Q1'25)
  • FCF margin FCF growth · Medical - Instruments & Supplies: +27.1%
    +2.2% Q1'26: +3.5% (vs Q1'25)
  • EBIT margin Medical - Instruments & Supplies: +13.5%
    +0.4% Q1'26: +0.7% (vs Q1'25)
  • ROIC Medical - Instruments & Supplies: +6.0%
    +0.6% Q1'26: +1.6% (vs Q1'25)
  • Share dilution Medical - Instruments & Supplies: +0.1%
    +3.9% Q1'26: +0.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Instruments & Supplies: -0.24×
    4.37× Q1'26: 35.64× (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 (1.96) × ERP
WACC = 94% × Ke + 6% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 27.78
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
10 Rev. Ana.
5 EPS Ana.
Dec 2027
10 Rev. Ana.
6 EPS Ana.
Dec 2028
4 Rev. Ana.
2 EPS Ana.
Revenue
540.80M
est: 542.18M (-0.3%)
598.11M
est: 594.63M (+0.6%)
669.77M
est: 719.93M (-7.0%)
771.32M
est: 768.23M (+0.4%)
871.91M
est: 874.62M (-0.3%)
980.68M
963.95M – 1.01B
+12.1% YoY
1.14B
1.11B – 1.20B
+16.5% YoY
1.56B
1.56B – 1.56B
+36.7% YoY
EBITDA
-121.70M
est: -52.01M (-134.0%)
-78.03M
est: -57.04M (-36.8%)
-33.44M
est: -46.63M (+28.3%)
15.75M
est: -49.76M (+131.7%)
53.32M
est: -56.65M (+194.1%)
-63.52M
-65.60M – -62.44M
-12.1% YoY
-74.02M
-78.02M – -72.02M
-16.5% YoY
-101.20M
-101.34M – -101.06M
-36.7% YoY
EBIT
-143.66M
est: -79.94M (-79.7%)
-109.90M
est: -87.67M (-25.3%)
-72.00M
est: -85.30M (+15.6%)
-30.11M
est: -91.02M (+66.9%)
3.04M
est: -103.63M (+102.9%)
-116.20M
-120.00M – -114.21M
-12.1% YoY
-135.41M
-142.73M – -131.75M
-16.5% YoY
-185.13M
-185.38M – -184.88M
-36.7% YoY
Net Income
-144.27M
est: -149.88M (+3.7%)
-110.39M
est: -4.97M (-2,122.5%)
-63.20M
est: -48.85M (-29.4%)
-20.39M
est: 29.71M (-168.6%)
1.64M
est: 47.92M (-96.6%)
58.81M
47.28M – 70.34M
+22.7% YoY
75.99M
64.30M – 87.68M
+29.2% YoY
127.74M
65.21M – 185.21M
+68.1% YoY
SGA
461.41M
est: 383.83M (+20.2%)
452.27M
est: 420.96M (+7.4%)
421.57M
est: 483.09M (-12.7%)
440.05M
est: 515.50M (-14.6%)
475.92M
est: 586.89M (-18.9%)
658.06M
646.84M – 679.61M
+12.1% YoY
766.88M
746.15M – 808.33M
+16.5% YoY
1.05B
1.05B – 1.05B
+36.7% YoY
EPS
-1.39
est: -1.25 (-11.6%)
-0.96
est: -0.04 (-2,217.4%)
-0.54
est: -0.39 (-39.9%)
-0.17
est: 0.24 (-171.6%)
0.01
est: 0.37 (-96.4%)
0.46
0.38 – 0.56
+25.1% YoY
0.64
0.51 – 0.70
+37.9% YoY
1.00
0.52 – 1.48
+57.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-07 BTIG Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C- 1/5 1/5 2/5 3/5 1/5 1/5 1/5
2026-05-06 C- 1/5 1/5 2/5 3/5 1/5 1/5 1/5
2026-05-05 C- 1/5 1/5 2/5 3/5 1/5 1/5 1/5
2026-05-04 C- 1/5 1/5 2/5 3/5 1/5 1/5 1/5
2026-05-01 C- 1/5 1/5 2/5 3/5 1/5 1/5 1/5
2026-04-30 C- 1/5 1/5 2/5 3/5 1/5 1/5 1/5
2026-04-29 C 2/5 1/5 2/5 4/5 1/5 1/5 1/5
2026-04-28 C 2/5 1/5 2/5 4/5 1/5 1/5 1/5
2026-04-27 C 2/5 1/5 2/5 4/5 1/5 1/5 1/5
2026-04-24 C 2/5 1/5 2/5 4/5 1/5 1/5 1/5
2026-04-23 C 2/5 1/5 2/5 4/5 1/5 1/5 1/5
2026-04-22 C 2/5 1/5 2/5 4/5 1/5 1/5 1/5
2026-04-21 C 2/5 1/5 2/5 4/5 1/5 1/5 1/5
2026-04-20 C 2/5 1/5 2/5 4/5 1/5 1/5 1/5
2026-04-17 C 2/5 1/5 2/5 4/5 1/5 1/5 1/5
2026-04-16 C 2/5 1/5 2/5 4/5 1/5 1/5 1/5
2026-04-15 C 2/5 1/5 2/5 4/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
73.35M
OE per share TTM
0.59
Owner's Yield
2.18%
Maintenance CapEx ratio
296.03%
Maint CapEx / Avg PPE
36.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
55
Total invested
124.52M
Insider transactions (90d)
3
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Daniel Sundheim 12.87M 13.90% 15.0K 12.85M 15.0K HC, IN Delaware 2021-11-01
2 D1 Capital Partners L.P. 12.85M 13.90% 12.85M IA, PN Delaware 2021-11-01
3 85-4328500 10.00M 10.40% 3.33M 10.00M IA Maryland 2022-10-11
4 Gilboa 9.33M 9.00% 7.28M 2.06M 7.28M 2.06M IN States 2022-02-14
5 Partners LP 8.48M 9.20% 8.48M 8.48M IA, PN Delaware 2021-10-12
6 Neil H. Blumenthal 7.39M 7.30% 4.27M 3.12M 4.27M IN United States 2022-02-14
7 The Vanguard Group - 23-1945930 7.29M 7.60% 192.0K IA 2023-02-09
8 (1) BlackRock, Inc. 6.97M 7.10% 6.77M 6.97M HC Delaware 2024-01-26
9 52-0556948 6.90M 7.20% 996.3K 6.90M IA Maryland 2022-09-12
10 of 21 5.66M 6.00% 13.00 5.66M IN USA 2022-02-15
11 Baillie Gifford & Co (Scottish partnership) 5.64M 11.00% IA SCOTLAND UK 2022-01-27

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
55
-253 vs prev Q
New positions
12
Closed positions
247
Increased
34
Reduced
10
Put/Call ratio
0.00
Calls held
Puts held
55.2K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 1.84M +1.8M (+100.0%) 40.11B +40.1B (+100.0%) 1.50% +1.503 pp 0.06% +0.061 pp USD21.79 +0.0% 1 qtrs NEW
2 FMR LLC 15.37M +6.6M (+75.0%) 334.96M +92.7M (+38.2%) 12.55% +5.381 pp 0.02% +0.005 pp USD24.64 -11.6% 18 qtrs
3 VANGUARD GROUP INC 10.62M -43.6K (-0.4%) 231.45M -62.7M (-21.3%) 8.67% -0.031 pp 0.00% -0.001 pp USD28.06 -22.3% 18 qtrs
4 JPMORGAN CHASE & CO 9.68M +2.4M (+32.5%) 210.91M +9.5M (+4.7%) 7.90% +1.943 pp 0.01% +0.001 pp USD23.12 -5.8% 18 qtrs
5 BLACKROCK, INC. 7.98M -386.6K (-4.6%) 173.90M -56.9M (-24.6%) 6.52% -0.312 pp 0.00% -0.001 pp USD17.04 +27.9% 6 qtrs
6 DURABLE CAPITAL PARTNERS LP 7.31M -1.4M (-16.5%) 159.30M -82.1M (-34.0%) 5.97% -1.173 pp 1.51% -0.281 pp USD29.24 -25.5% 18 qtrs
7 BLACKBARN CAPITAL PARTNERS LP 3.00M +2.0M (+200.0%) 65.37M +37.8M (+137.0%) 2.45% +1.633 pp 4.30% +2.325 pp USD23.72 -8.1% 2 qtrs
8 BANK OF NEW YORK MELLON CORP 2.59M +381.1K (+17.2%) 56.53M -4.5M (-7.4%) 2.12% +0.312 pp 0.01% -0.002 pp USD18.86 +15.5% 17 qtrs
9 STATE STREET CORP 2.41M +202.0K (+9.2%) 52.48M -8.4M (-13.8%) 1.97% +0.166 pp 0.00% 0.000 pp USD13.83 +57.6% 17 qtrs
10 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2.31M -116.3K (-4.8%) 50.24M -16.6M (-24.8%) 1.88% -0.094 pp 0.49% -0.116 pp USD19.48 +11.9% 8 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 2.30M +11.7K (+0.5%) 50.06M -13.0M (-20.6%) 1.88% +0.011 pp 0.00% -0.001 pp USD15.66 +39.1% 17 qtrs
12 FULLER & THALER ASSET MANAGEMENT, INC. 2.13M +2.1M (+100.0%) 46.48M +46.5M (+100.0%) 1.74% +1.742 pp 0.16% +0.157 pp USD21.79 +0.0% 1 qtrs NEW
13 PRICE T ROWE ASSOCIATES INC /MD/ 2.08M +865.3K (+71.3%) 45.30M +11.8M (+35.3%) 1.70% +0.707 pp 0.00% +0.001 pp USD24.98 -12.8% 18 qtrs
14 MORGAN STANLEY 2.04M +966.9K (+90.1%) 44.46M +14.9M (+50.2%) 1.67% +0.790 pp 0.00% +0.001 pp USD21.37 +2.0% 18 qtrs
15 RENAISSANCE TECHNOLOGIES LLC 1.58M +160.8K (+11.3%) 34.53M -4.7M (-12.1%) 1.29% +0.132 pp 0.05% +0.002 pp USD16.22 +34.3% 12 qtrs
16 DIMENSIONAL FUND ADVISORS LP 1.56M -21.8K (-1.4%) 33.91M -9.6M (-22.1%) 1.27% -0.017 pp 0.01% -0.002 pp USD15.24 +43.0% 11 qtrs
17 SRS INVESTMENT MANAGEMENT, LLC 1.44M +1.4M (+100.0%) 31.28M +31.3M (+100.0%) 1.17% +1.172 pp 0.33% +0.329 pp USD21.79 +0.0% 1 qtrs NEW
18 TIMESSQUARE CAPITAL MANAGEMENT, LLC 1.35M +344.9K (+34.2%) 29.49M +1.7M (+6.0%) 1.11% +0.282 pp 0.44% +0.047 pp USD16.21 +34.4% 9 qtrs
19 PORTOLAN CAPITAL MANAGEMENT, LLC 1.23M +586.1K (+90.7%) 26.85M +9.0M (+50.7%) 1.01% +0.479 pp 1.44% +0.474 pp USD21.34 +2.1% 12 qtrs
20 ARTISAN PARTNERS LIMITED PARTNERSHIP 1.10M -113.5K (-9.4%) 23.93M -9.5M (-28.4%) 0.90% -0.092 pp 0.04% -0.012 pp USD21.93 -0.6% 3 qtrs
21 KINGDON CAPITAL MANAGEMENT, L.L.C. 1.05M +703.6K (+201.0%) 22.96M +13.3M (+137.8%) 0.86% +0.575 pp 2.73% +1.531 pp USD23.71 -8.1% 2 qtrs
22 BANK OF AMERICA CORP /DE/ 1.05M +83.3K (+8.6%) 22.93M -3.8M (-14.2%) 0.86% +0.068 pp 0.00% 0.000 pp USD20.63 +5.6% 18 qtrs
23 RANGER INVESTMENT MANAGEMENT, L.P. 971.9K -18.6K (-1.9%) 21.18M -6.1M (-22.5%) 0.79% -0.015 pp 1.45% -0.452 pp USD21.93 -0.6% 3 qtrs
24 JENNISON ASSOCIATES LLC 965.3K -1.0M (-51.4%) 21.03M -33.8M (-61.6%) 0.79% -0.833 pp 0.01% -0.019 pp USD15.62 +39.5% 9 qtrs
25 GILDER GAGNON HOWE & CO LLC 854.1K -814.1K (-48.8%) 18.61M -27.4M (-59.5%) 0.70% -0.664 pp 0.20% -0.272 pp USD15.29 +42.5% 14 qtrs
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 827.1K -767.0 (-0.1%) 18.02M -4.8M (-21.1%) 0.68% 0.000 pp 0.00% -0.001 pp USD16.36 +33.2% 17 qtrs
27 NORTHERN TRUST CORP 777.5K -50.3K (-6.1%) 16.94M -5.9M (-25.8%) 0.63% -0.041 pp 0.00% -0.001 pp USD15.02 +45.1% 18 qtrs
28 UBS GROUP AG 736.5K -135.9K (-15.6%) 16.05M -8.0M (-33.3%) 0.60% -0.111 pp 0.00% -0.001 pp USD19.18 +13.6% 18 qtrs
29 CITADEL ADVISORS LLC 676.2K +110.9K (+19.6%) 14.73M -857.0K (-5.5%) 0.55% +0.091 pp 0.00% 0.000 pp USD19.66 +10.8% 17 qtrs
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 628.9K +532.3K (+550.8%) 13.70M +11.0M (+414.1%) 0.51% +0.435 pp 0.00% +0.001 pp USD21.06 +3.5% 18 qtrs
31 J. GOLDMAN & CO LP 617.9K +617.9K (+100.0%) 13.46M +13.5M (+100.0%) 0.50% +0.504 pp 0.35% +0.354 pp USD21.79 +0.0% 1 qtrs NEW
32 GOLDMAN SACHS GROUP INC 538.9K +310.2K (+135.6%) 11.74M +5.4M (+86.2%) 0.44% +0.253 pp 0.00% +0.001 pp USD24.25 -10.1% 2 qtrs
33 FRED ALGER MANAGEMENT, LLC 532.2K +532.2K (+100.0%) 11.60M +11.6M (+100.0%) 0.43% +0.435 pp 0.05% +0.046 pp USD21.79 +0.0% 1 qtrs NEW
34 NUVEEN, LLC 524.7K -919.4K (-63.7%) 11.43M -28.4M (-71.3%) 0.43% -0.750 pp 0.00% -0.008 pp USD18.23 +19.5% 4 qtrs
35 QUBE RESEARCH & TECHNOLOGIES LTD 523.0K -299.5K (-36.4%) 11.40M -11.3M (-49.8%) 0.43% -0.244 pp 0.01% -0.012 pp USD16.23 +34.3% 17 qtrs
36 NISHKAMA CAPITAL, LLC 481.1K +374.6K (+351.6%) 10.48M +7.5M (+256.8%) 0.39% +0.306 pp 0.42% +0.350 pp USD21.82 -0.1% 5 qtrs
37 NEW YORK STATE COMMON RETIREMENT FUND 446.4K +115.2K (+34.8%) 9.73M +593.1K (+6.5%) 0.36% +0.094 pp 0.01% +0.001 pp USD21.25 +2.5% 15 qtrs
38 SILVERCREST ASSET MANAGEMENT GROUP LLC 439.7K +100.6K (+29.7%) 9.58M +229.7K (+2.5%) 0.36% +0.082 pp 0.07% +0.004 pp USD17.41 +25.2% 7 qtrs
39 KING LUTHER CAPITAL MANAGEMENT CORP 423.3K +138.0K (+48.4%) 9.22M +1.4M (+17.2%) 0.35% +0.113 pp 0.04% +0.005 pp USD20.47 +6.4% 4 qtrs
40 NATIXIS ADVISORS, L.P. 401.7K -8.9K (-2.2%) 8.75M -2.6M (-22.7%) 0.33% -0.007 pp 0.01% -0.004 pp USD19.49 +11.8% 8 qtrs
41 SIMPLIFY ASSET MANAGEMENT INC. 400.3K +400.3K (+100.0%) 8.72M +8.7M (+100.0%) 0.33% +0.327 pp 0.14% +0.142 pp USD21.79 +0.0% 1 qtrs NEW
42 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 400.0K +400.0K (+100.0%) 8.72M +8.7M (+100.0%) 0.33% +0.327 pp 0.14% +0.138 pp USD21.79 +0.0% 1 qtrs NEW
43 ATREIDES MANAGEMENT, LP 393.1K +393.1K (+100.0%) 8.57M +8.6M (+100.0%) 0.32% +0.321 pp 0.10% +0.105 pp USD21.79 +0.0% 1 qtrs NEW
44 IMPAX ASSET MANAGEMENT GROUP PLC 385.0K +— (+0.0%) 8.39M -2.2M (-21.0%) 0.31% +0.000 pp 0.05% -0.010 pp USD23.18 -6.0% 3 qtrs
45 NEUBERGER BERMAN GROUP LLC 383.9K -324.7K (-45.8%) 8.36M -11.2M (-57.2%) 0.31% -0.265 pp 0.01% -0.008 pp USD19.88 +9.6% 18 qtrs
46 SENATOR INVESTMENT GROUP LP 377.1K +377.1K (+100.0%) 8.22M +8.2M (+100.0%) 0.31% +0.308 pp 0.33% +0.330 pp USD21.79 +0.0% 1 qtrs NEW
47 BAIRD FINANCIAL GROUP, INC. 364.7K +364.7K (+100.0%) 7.95M +7.9M (+100.0%) 0.30% +0.298 pp 0.01% +0.012 pp USD21.79 +0.0% 1 qtrs NEW
48 HOOK MILL CAPITAL PARTNERS, LP 364.3K +364.3K (+100.0%) 7.94M +7.9M (+100.0%) 0.30% +0.297 pp 0.75% +0.747 pp USD21.79 +0.0% 1 qtrs NEW
49 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 352.9K -196.7K (-35.8%) 7.69M -7.5M (-49.3%) 0.29% -0.160 pp 0.01% -0.014 pp USD21.99 -0.9% 7 qtrs
50 AQR CAPITAL MANAGEMENT LLC 341.1K -26.4K (-7.2%) 7.43M -2.7M (-26.7%) 0.28% -0.021 pp 0.00% -0.003 pp USD19.91 +9.4% 11 qtrs
51 WELLS FARGO & COMPANY/MN 335.9K +232.6K (+225.3%) 7.32M +4.5M (+157.0%) 0.27% +0.190 pp 0.00% +0.001 pp USD21.59 +0.9% 17 qtrs
52 RUSSELL INVESTMENTS GROUP, LTD. 330.0K -24.4K (-6.9%) 7.19M -2.6M (-26.4%) 0.27% -0.020 pp 0.01% -0.003 pp USD19.07 +14.3% 17 qtrs
53 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 327.5K +317.4K (+3,137.8%) 7.14M +6.9M (+2,458.1%) 0.27% +0.259 pp 0.11% +0.106 pp USD21.97 -0.8% 2 qtrs
54 CHILTON INVESTMENT CO INC. 318.1K -363.9K (-53.4%) 6.93M -11.9M (-63.2%) 0.26% -0.297 pp 0.14% -0.239 pp USD20.38 +6.9% 6 qtrs
55 ALLIANCEBERNSTEIN L.P. 298.2K +195.4K (+190.0%) 6.50M +3.7M (+129.1%) 0.24% +0.160 pp 0.00% +0.001 pp USD20.50 +6.3% 16 qtrs
56 PALISADE CAPITAL MANAGEMENT, LP 287.4K +287.4K (+100.0%) 6.26M +6.3M (+100.0%) 0.23% +0.235 pp 0.19% +0.186 pp USD21.79 +0.0% 1 qtrs NEW
57 RAYMOND JAMES FINANCIAL INC 278.2K -55.0K (-16.5%) 6.12M -3.1M (-33.4%) 0.23% -0.045 pp 0.00% -0.001 pp USD24.12 -9.7% 5 qtrs
58 NEO IVY CAPITAL MANAGEMENT 280.0K +276.0K (+6,773.7%) 6.10M +6.0M (+5,330.7%) 0.23% +0.225 pp 0.96% +0.937 pp USD21.87 -0.4% 5 qtrs
59 SENDER CO & PARTNERS, INC. 256.6K +256.6K (+100.0%) 5.59M +5.6M (+100.0%) 0.21% +0.210 pp 2.61% +2.607 pp USD21.79 +0.0% 1 qtrs NEW
60 ATIKA CAPITAL MANAGEMENT LLC 249.0K +249.0K (+100.0%) 5.43M +5.4M (+100.0%) 0.20% +0.203 pp 0.57% +0.571 pp USD21.79 +0.0% 5 qtrs
61 AMERIPRISE FINANCIAL INC 240.5K -36.6K (-13.2%) 5.24M -2.4M (-31.4%) 0.20% -0.030 pp 0.00% -0.001 pp USD21.78 +0.0% 5 qtrs
62 BAILLIE GIFFORD & CO 230.1K -226.7K (-49.6%) 5.01M -7.6M (-60.2%) 0.19% -0.185 pp 0.00% -0.005 pp USD45.88 -52.5% 18 qtrs
63 FIRST TRUST ADVISORS LP 227.9K +25.7K (+12.7%) 4.96M -610.4K (-10.9%) 0.19% +0.021 pp 0.00% -0.001 pp USD18.77 +16.1% 7 qtrs
64 CITIGROUP INC 224.6K +104.7K (+87.4%) 4.89M +1.6M (+48.0%) 0.18% +0.086 pp 0.00% +0.001 pp USD19.94 +9.3% 15 qtrs
65 BNP PARIBAS ARBITRAGE, SNC 218.0K +74.6K (+52.0%) 4.75M +793.9K (+20.1%) 0.18% +0.061 pp 0.00% +0.000 pp USD24.40 -10.7% 5 qtrs
66 WELLINGTON MANAGEMENT GROUP LLP 216.9K -508.0K (-70.1%) 4.73M -15.3M (-76.4%) 0.18% -0.414 pp 0.00% -0.003 pp USD27.58 -21.0% 2 qtrs
67 D. E. SHAW & CO., INC. 211.6K -1.6M (-88.2%) 4.61M -45.0M (-90.7%) 0.17% -1.296 pp 0.00% -0.026 pp USD21.17 +2.9% 9 qtrs
68 UBS ASSET MANAGEMENT AMERICAS INC 198.5K -8.6K (-4.2%) 4.33M -1.4M (-24.3%) 0.16% -0.007 pp 0.00% 0.000 pp USD17.11 +27.4% 15 qtrs
69 GREAT LAKES ADVISORS, LLC 186.5K -95.8K (-33.9%) 4.06M -3.7M (-47.8%) 0.15% -0.078 pp 0.03% -0.032 pp USD24.21 -10.0% 5 qtrs
70 VICTORY CAPITAL MANAGEMENT INC 182.7K -322.4K (-63.8%) 3.98M -10.0M (-71.4%) 0.15% -0.263 pp 0.00% -0.006 pp USD18.17 +19.9% 9 qtrs
71 TWO SIGMA INVESTMENTS, LP 179.1K -13.8K (-7.2%) 3.90M -1.4M (-26.6%) 0.15% -0.011 pp 0.01% -0.002 pp USD17.74 +22.8% 13 qtrs
72 BARCLAYS PLC 176.8K -52.5K (-22.9%) 3.85M +107.6K (+2.9%) 0.14% -0.043 pp 0.00% +0.000 pp USD17.40 +25.2% 15 qtrs
73 SWISS NATIONAL BANK 176.4K +4.2K (+2.4%) 3.84M -905.5K (-19.1%) 0.14% +0.004 pp 0.00% -0.001 pp USD13.60 +60.2% 15 qtrs
74 JUMP FINANCIAL, LLC 170.9K -199.5K (-53.9%) 3.72M -6.5M (-63.5%) 0.14% -0.163 pp 0.05% -0.077 pp USD27.06 -19.5% 5 qtrs
75 KORNITZER CAPITAL MANAGEMENT INC /KS 170.7K +39.7K (+30.3%) 3.72M +106.4K (+2.9%) 0.14% +0.033 pp 0.08% +0.005 pp USD21.90 -0.5% 3 qtrs
76 PANAGORA ASSET MANAGEMENT INC 143.6K +12.3K (+9.3%) 3.13M -493.6K (-13.6%) 0.12% +0.010 pp 0.01% -0.004 pp USD27.09 -19.6% 12 qtrs
77 ALGERT GLOBAL LLC 135.5K -14.6K (-9.7%) 2.95M -1.2M (-28.7%) 0.11% -0.012 pp 0.05% -0.023 pp USD21.56 +1.1% 13 qtrs
78 TAO CAPITAL MANAGEMENT LP 134.5K +— (+0.0%) 2.93M -778.6K (-21.0%) 0.11% +0.000 pp 2.52% -0.283 pp USD53.05 -58.9% 18 qtrs
79 JANE STREET GROUP, LLC 128.0K +128.0K (+100.0%) 2.79M +2.8M (+100.0%) 0.10% +0.105 pp 0.00% +0.000 pp USD21.79 +0.0% 6 qtrs
80 WALLEYE CAPITAL LLC 127.8K -147.5K (-53.6%) 2.79M -4.8M (-63.3%) 0.10% -0.120 pp 0.01% -0.020 pp USD27.49 -20.7% 13 qtrs
81 LPL FINANCIAL LLC 126.5K +94.9K (+300.3%) 2.76M +1.9M (+216.2%) 0.10% +0.078 pp 0.00% +0.001 pp USD22.33 -2.4% 7 qtrs
82 SIMPLEX TRADING, LLC 126.2K +126.2K (+100.0%) 2.75M +2.7M (+100.0%) 0.10% +0.103 pp 0.00% +0.002 pp USD21.79 +0.0% 13 qtrs
83 RHUMBLINE ADVISERS 126.0K -21.7K (-14.7%) 2.74M -1.3M (-32.6%) 0.10% -0.018 pp 0.00% -0.001 pp USD13.63 +59.9% 15 qtrs
84 GROUP ONE TRADING, L.P. 121.7K +116.7K (+2,356.3%) 2.65M +2.5M (+1,840.6%) 0.10% +0.095 pp 0.00% +0.004 pp USD21.74 +0.2% 13 qtrs
85 CI PRIVATE WEALTH, LLC 121.3K +24.0 (+0.0%) 2.64M -701.4K (-21.0%) 0.10% +0.000 pp 0.00% -0.002 pp USD14.79 +47.3% 13 qtrs
86 LIGHTHOUSE INVESTMENT PARTNERS, LLC 119.8K +119.8K (+100.0%) 2.61M +2.6M (+100.0%) 0.10% +0.098 pp 0.08% +0.078 pp USD21.79 +0.0% 1 qtrs NEW
87 WALLEYE TRADING LLC 118.9K +118.9K (+100.0%) 2.59M +2.6M (+100.0%) 0.10% +0.097 pp 0.00% +0.004 pp USD21.79 +0.0% 3 qtrs
88 INVESCO LTD. 117.3K -36.5K (-23.7%) 2.56M -1.7M (-39.7%) 0.10% -0.030 pp 0.00% 0.000 pp USD19.48 +11.9% 15 qtrs
89 FIL LTD 103.3K +103.3K (+100.0%) 2.25M +2.2M (+100.0%) 0.08% +0.084 pp 0.00% +0.002 pp USD21.79 +0.0% 1 qtrs NEW
90 MILLENNIUM MANAGEMENT LLC 100.0K +100.0K (+100.0%) 2.18M +2.2M (+100.0%) 0.08% +0.082 pp 0.00% +0.001 pp USD21.79 +0.0% 4 qtrs
91 SONA ASSET MANAGEMENT (US) LLC 100.0K +100.0K (+100.0%) 2.18M +2.2M (+100.0%) 0.08% +0.082 pp 0.05% +0.050 pp USD21.79 +0.0% 1 qtrs NEW
92 CAPTION MANAGEMENT, LLC 100.0K +100.0K (+100.0%) 2.18M +2.2M (+100.0%) 0.08% +0.082 pp 0.01% +0.015 pp USD21.79 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.57
Neutral
Ratio by volume
0.50
Neutral
Buys
4
Sells
7
Shares acquired
100.0K
Shares disposed
200.0K
Cash buys
Cash sales
4.00
Net activity
-100,000
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
2026-04-20 Blumenthal Neil Harris Director / Officer C-Conversion D Class B Common Stock 22,442 0.00 3,019,614 D
2026-04-17 Blumenthal Neil Harris Director / Officer S-Sale D Class A Common Stock 27,558 25.04 690.1K 50,165 D
2026-04-16 Blumenthal Neil Harris Director / Officer S-Sale D Class A Common Stock 2,345 24.08 56.5K 50,165 D
2026-03-11 Raider Jeffrey Jacob Director S-Sale D Class A Common Stock 25,000 25.43 635.8K 448,697 D
2026-03-05 Gilboa David Abraham Director / Officer M-Exempt A Class B Common Stock 44,640 0.00 4,654,563 D
2026-03-05 Blumenthal Neil Harris Director / Officer M-Exempt D Restricted Stock Units 44,640 0.00 422,424 D
2026-03-04 SINGER BRADLEY E Director S-Sale D Class A Common Stock 15,793 27.53 434.8K 16,026 D
2026-03-03 Gilboa David Abraham Director / Officer A-Award A Restricted Stock Units 131,793 0.00 131,793 D
2026-03-03 Blumenthal Neil Harris Director / Officer A-Award A Restricted Stock Units 131,793 0.00 131,793 D
2026-03-02 Gilboa David Abraham Director / Officer F-InKind D Class A Common Stock 8,943 26.29 235.1K 44,271 D
2026-03-02 Blumenthal Neil Harris Director / Officer F-InKind D Class A Common Stock 8,943 26.29 235.1K 44,143 D
2026-02-10 Mitchell Adrian V Officer A-Award D Restricted Stock Units 46,502 0.00 46,502 D
2026-01-13 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 80,094 0.00 4,609,923 D
2026-01-13 Blumenthal Neil Harris Director / Officer S-Sale D Class A Common Stock 660 29.99 19.8K 37,119 D
2026-01-09 Gilboa David Abraham Director / Officer S-Sale D Class A Common Stock 19,906 29.09 579.1K 37,247 D
2026-01-07 Gilboa David Abraham Director / Officer S-Sale D Class A Common Stock 75,000 27.09 2.03M 37,247 D
2026-01-07 Blumenthal Neil Harris Director / Officer S-Sale D Class A Common Stock 50,000 27.08 1.35M 37,119 D
2026-01-06 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 50,000 0.00 4,784,923 D
2026-01-06 Blumenthal Neil Harris Director / Officer C-Conversion D Class B Common Stock 150,000 0.00 3,149,271 D
2026-01-02 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 25,000 0.00 4,834,923 D
2025-12-16 Gilboa David Abraham Director / Officer G-Gift D Class B Common Stock 50,000 0.00 4,859,923 D
2025-12-16 Cutler Joel E Director G-Gift A Class A Common Stock 20,000 0.00 39,932 I
2025-12-12 Raider Jeffrey Jacob Director S-Sale D Class A Common Stock 25,000 27.42 685.5K 483,485 D
2025-12-11 Moon Youngme E Director S-Sale D Class A Common Stock 38,832 29.07 1.13M 27,057 D
2025-12-11 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 200,000 0.00 4,909,923 D
2025-12-11 Blumenthal Neil Harris Director / Officer C-Conversion D Class B Common Stock 100,000 0.00 3,299,271 D
2025-12-02 Gilboa David Abraham Director / Officer F-InKind D Class A Common Stock 5,430 18.79 102.0K 37,247 D
2025-12-02 Blumenthal Neil Harris Director / Officer M-Exempt A Class B Common Stock 54,552 0.00 3,432,820 D
2025-10-01 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 125,000 0.00 5,088,920 D
2025-09-18 Gilboa David Abraham Director / Officer C-Conversion A Class A Common Stock 58,360 0.00 91,221 D
2025-09-18 Blumenthal Neil Harris Director / Officer C-Conversion A Class A Common Stock 8,416 0.00 41,149 D
2025-09-17 Gilboa David Abraham Director / Officer C-Conversion A Class A Common Stock 600 0.00 33,461 D
2025-09-17 Blumenthal Neil Harris Director / Officer C-Conversion A Class A Common Stock 500 0.00 33,233 D
2025-09-11 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 41,040 0.00 5,272,880 D
2025-09-11 Blumenthal Neil Harris Director / Officer C-Conversion D Class B Common Stock 41,084 0.00 3,387,184 D
2025-09-08 Cutler Joel E Director G-Gift D Class A Common Stock 35,000 0.00 136,953 I
2025-09-03 Miller Steven Clive Officer F-InKind D Class A Common Stock 15,752 25.55 402.5K 233,123 D
2025-09-03 Gilboa David Abraham Director / Officer M-Exempt D Restricted Stock Units 44,640 0.00 521,616 D
2025-09-03 Blumenthal Neil Harris Director / Officer M-Exempt A Class A Common Stock 9,815 0.00 38,162 D
2025-08-13 Blumenthal Neil Harris Director / Officer C-Conversion D Class B Common Stock 50,000 0.00 3,407,265 D
2025-08-11 Briggs Teresa Director S-Sale D Class A Common Stock 6,000 23.56 141.4K 44,879 D
2025-07-21 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 74,500 0.00 5,292,917 D
2025-07-21 Blumenthal Neil Harris Director / Officer C-Conversion D Class B Common Stock 49,600 0.00 3,457,265 D
2025-07-18 Gilboa David Abraham Director / Officer S-Sale D Class A Common Stock 500 24.01 12.0K 28,475 D
2025-07-18 Blumenthal Neil Harris Director / Officer C-Conversion D Class B Common Stock 400 0.00 3,506,865 D
2025-07-01 Gilboa David Abraham Director / Officer C-Conversion A Class A Common Stock 50,000 0.00 78,475 D
2025-06-10 WILLIAMS RONALD A Director A-Award A Class A Common Stock 17,362 0.00 100,623 D
2025-06-10 SINGER BRADLEY E Director A-Award A Class A Common Stock 16,026 0.00 31,819 D
2025-06-10 Raider Jeffrey Jacob Director A-Award A Class A Common Stock 12,020 0.00 508,485 D
2025-06-10 Moon Youngme E Director A-Award A Class A Common Stock 12,020 0.00 65,889 D
2025-06-10 Hunt Andrew Director A-Award A Class A Common Stock 16,026 0.00 1,929,231 D
2025-06-10 Briggs Teresa Director A-Award A Class A Common Stock 12,020 0.00 50,879 D
2025-06-03 Miller Steven Clive Officer M-Exempt D Restricted Stock Units 10,555 0.00 112,580 D
2025-06-03 Gilboa David Abraham Director / Officer F-InKind D Class B Common Stock 23,637 0.00 5,417,917 D
2025-06-03 Blumenthal Neil Harris Director / Officer F-InKind D Class A Common Stock 5,430 21.48 116.6K 28,347 D
2025-06-02 Raider Jeffrey Jacob Director G-Gift D Class A Common Stock 1,519,661 0.00 0 I
2025-05-22 Moon Youngme E Director S-Sale D Class A Common Stock 33,073 19.90 658.2K 53,869 D
2025-03-18 Cutler Joel E Director J-Other D Class A Common Stock 122,378 0.00 0 I
2025-03-04 Miller Steven Clive Officer M-Exempt D Restricted Stock Units 10,554 0.00 123,135 D
2025-03-04 Gilboa David Abraham Director / Officer M-Exempt A Class A Common Stock 3,271 0.00 52,057 D
2025-03-04 Blumenthal Neil Harris Director / Officer C-Conversion D Class B Common Stock 26,088 0.00 4,486,262 D
2025-03-03 Miller Steven Clive Officer F-InKind D Class A Common Stock 6,321 24.16 152.7K 188,680 D
2025-03-03 Gilboa David Abraham Director / Officer A-Award A Restricted Stock Units 117,786 0.00 117,786 D
2025-03-03 Blumenthal Neil Harris Director / Officer G-Gift D Class B Common Stock 378,806 0.00 0 I
2025-01-30 Blumenthal Neil Harris Director / Officer C-Conversion D Class B Common Stock 50,000 0.00 4,264,689 D
2025-01-03 Gilboa David Abraham Director / Officer C-Conversion A Class A Common Stock 36,996 0.00 49,302 D
2025-01-02 Gilboa David Abraham Director / Officer S-Sale D Class A Common Stock 337,904 25.14 8.49M 12,406 D
2025-01-02 Blumenthal Neil Harris Director / Officer S-Sale D Class A Common Stock 300,000 25.14 7.54M 12,177 D
2024-12-20 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 144,212 0.00 5,925,474 D
2024-12-20 Blumenthal Neil Harris Director / Officer C-Conversion D Class B Common Stock 93,946 0.00 4,614,689 D
2024-12-18 Gilboa David Abraham Director / Officer S-Sale D Class A Common Stock 55,788 25.09 1.40M 12,306 D
2024-12-18 Blumenthal Neil Harris Director / Officer S-Sale D Class A Common Stock 56,054 25.09 1.41M 12,177 D
2024-12-11 Miller Steven Clive Officer S-Sale D Class A Common Stock 7,016 23.85 167.3K 182,130 D
2024-12-11 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 54,000 0.00 6,125,474 D
2024-12-10 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 304,947 0.00 6,179,474 D
2024-12-09 Blumenthal Neil Harris Director / Officer C-Conversion D Class B Common Stock 50,000 0.00 4,764,689 D
2024-12-03 Miller Steven Clive Officer M-Exempt D Restricted Stock Units 5,096 0.00 13,589 D
2024-12-03 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 36,163 0.00 6,484,421 D
2024-12-03 Blumenthal Neil Harris Director / Officer M-Exempt D Restricted Stock Units 4,332 0.00 2,888 D
2024-10-18 WILLIAMS RONALD A Director A-Award A Class A Common Stock 415 0.00 83,261 D
2024-09-13 Gilboa David Abraham Director / Officer G-Gift D Class B Common Stock 400,000 0.00 1,656,770
2024-09-11 Miller Steven Clive Officer S-Sale D Class A Common Stock 6,763 13.90 94.0K 177,488
2024-09-10 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 49,034 0.00 6,461,910
2024-09-09 Blumenthal Neil Harris Director / Officer C-Conversion D Class B Common Stock 50,000 0.00 4,792,178
2024-09-06 Miller Steven Clive Officer M-Exempt D Restricted Stock Units 10,544 0.00 144,254
2024-09-06 Gilboa David Abraham Director / Officer M-Exempt A Class B Common Stock 49,034 0.00 6,538,087
2024-09-06 Blumenthal Neil Harris Director / Officer M-Exempt D Restricted Stock Units 4,331 0.00 7,220
2024-08-14 SINGER BRADLEY E Director P-Purchase A Class A Common Stock 25,000 12.63 315.8K 125,000
2024-08-13 SINGER BRADLEY E Director P-Purchase A Class A Common Stock 50,000 13.00 650.0K 100,000
2024-08-01 WILLIAMS RONALD A Director A-Award A Class A Common Stock 790 0.00 82,846
2024-08-01 SINGER BRADLEY E Director A-Award A Class A Common Stock 15,793 0.00 65,793
2024-06-14 D1 Capital Partners L.P. 10% Owner S-Sale D Class A Common Stock 5,500,000 15.66 86.13M 9,444,023
2024-06-13 Briggs Teresa Director S-Sale D Class A Common Stock 7,396 16.31 120.6K 38,859
2024-06-12 Miller Steven Clive Officer M-Exempt A Class A Common Stock 99,816 13.35 1.33M 272,828
2024-06-11 Miller Steven Clive Officer S-Sale D Class A Common Stock 9,394 16.59 155.8K 173,012
2024-06-10 Gilboa David Abraham Director / Officer C-Conversion A Class A Common Stock 149,034 0.00 161,340
2024-06-07 WILLIAMS RONALD A Director A-Award A Class A Common Stock 19,724 0.00 82,056
2024-06-07 Sulzberger Gabrielle Director A-Award A Class A Common Stock 14,793 0.00 84,024
2024-06-07 Raider Jeffrey Jacob Director A-Award A Class A Common Stock 14,793 0.00 496,465
2024-06-07 Moon Youngme E Director A-Award A Class A Common Stock 14,793 0.00 86,942
2024-06-07 Miller Steven Clive Officer M-Exempt D Restricted Stock Units 5,096 0.00 23,781
2024-06-07 Hunt Andrew Director A-Award A Class A Common Stock 19,724 0.00 1,913,205
2024-06-07 Gilboa David Abraham Director / Officer M-Exempt D Restricted Stock Units 4,331 0.00 11,409
2024-06-07 Briggs Teresa Director A-Award A Class A Common Stock 14,793 0.00 46,255
2024-06-07 Blumenthal Neil Harris Director / Officer C-Conversion D Class B Common Stock 26,582 0.00 4,870,287
2024-06-06 Miller Steven Clive Officer M-Exempt D Stock Option (Right to Buy) 10,601 13.08 138.7K 0
2024-03-11 Miller Steven Clive Officer S-Sale D Class A Common Stock 24,225 11.98 290.2K 166,879
2024-03-08 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 52,065 0.00 6,615,635
2024-03-07 Blumenthal Neil Harris Director / Officer S-Sale D Class A Common Stock 50,000 12.40 620.0K 12,177
2024-03-06 Miller Steven Clive Officer M-Exempt D Restricted Stock Units 1,981 0.00 7,264
2024-03-06 Gilboa David Abraham Director / Officer M-Exempt D Restricted Stock Units 3,030 0.00 142
2024-03-06 Blumenthal Neil Harris Director / Officer S-Sale D Class A Common Stock 28,311 11.88 336.3K 12,177
2024-03-05 Miller Steven Clive Officer S-Sale D Class A Common Stock 8,963 12.12 108.6K 178,653
2024-03-05 Gilboa David Abraham Director / Officer S-Sale D Class A Common Stock 16,731 12.12 202.8K 12,306
2024-03-05 Blumenthal Neil Harris Director / Officer S-Sale D Class A Common Stock 16,731 12.12 202.8K 12,177
2024-03-04 Miller Steven Clive Officer A-Award A Class A Common Stock 20,737 0.00 187,616
2024-03-04 Gilboa David Abraham Director / Officer A-Award A Class A Common Stock 28,802 0.00 29,037
2024-03-04 Blumenthal Neil Harris Director / Officer A-Award A Class A Common Stock 28,802 0.00 28,908
2024-02-09 Miller Steven Clive Officer A-Award A Restricted Stock Units 168,870 0.00 168,870
2023-12-14 Miller Steven Clive Officer S-Sale D Class A Common Stock 10,875 12.22 132.9K 166,879
2023-12-11 Miller Steven Clive Officer S-Sale D Class A Common Stock 21,550 11.42 246.1K 177,754
2023-12-08 Miller Steven Clive Officer S-Sale D Class A Common Stock 7,760 10.56 81.9K 199,304
2023-12-08 Gilboa David Abraham Director / Officer M-Exempt D Restricted Stock Units 4,545 0.00 3,172
2023-12-08 Blumenthal Neil Harris Director / Officer C-Conversion A Class A Common Stock 56,038 0.00 56,144
2023-09-08 Miller Steven Clive Officer M-Exempt D Restricted Stock Units 8,880 0.00 121,356
2023-09-08 Gilboa David Abraham Director / Officer S-Sale D Class A Common Stock 5,016 11.92 59.8K 235
2023-09-08 Briggs Teresa Director M-Exempt A Class A Common Stock 2,149 0.00 15,969
2023-09-08 Blumenthal Neil Harris Director / Officer C-Conversion A Class A Common Stock 5,016 0.00 5,122
2023-08-21 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 402,535 12.23 4.92M 9,690,563
2023-08-14 Briggs Teresa Director S-Sale D Class A Common Stock 8,703 12.94 112.6K 14,837
2023-06-22 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 20,851 11.91 248.3K 10,096,398
2023-06-21 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 26,700 11.91 318.0K 10,275,349
2023-06-20 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 2,522 11.90 30.0K 10,335,337
2023-06-16 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 49,620 11.96 593.5K 10,337,859
2023-06-15 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 38,017 11.91 452.8K 10,388,079
2023-06-14 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 100 12.06 1.2K 10,426,096
2023-06-13 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 2,565 12.01 30.8K 10,444,941
2023-06-09 Miller Steven Clive Officer S-Sale D Class A Common Stock 7,652 11.69 89.5K 176,377
2023-06-09 Gilboa David Abraham Director / Officer C-Conversion D Class B Common Stock 5,043 0.00 6,602,952
2023-06-09 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 100 12.00 1.2K 10,601,460
2023-06-09 Briggs Teresa Director M-Exempt A Class A Common Stock 2,147 0.00 23,540
2023-06-09 Blumenthal Neil Harris Director / Officer S-Sale D Class A Common Stock 5,043 11.69 59.0K 106
2023-06-08 WILLIAMS RONALD A Director A-Award A Class A Common Stock 25,924 0.00 62,332
2023-06-08 Sulzberger Gabrielle Director A-Award A Class A Common Stock 23,116 0.00 69,231
2023-06-08 Raider Jeffrey Jacob Director A-Award A Class A Common Stock 19,443 0.00 481,672
2023-06-08 Moon Youngme E Director A-Award A Class A Common Stock 19,443 0.00 72,149
2023-06-08 Hunt Andrew Director A-Award A Class A Common Stock 25,924 0.00 1,893,481
2023-06-08 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 37,490 12.02 450.6K 10,620,933
2023-06-08 Briggs Teresa Director A-Award A Class A Common Stock 19,443 0.00 31,462
2023-06-07 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 7,341 12.25 89.9K 10,957,648
2023-06-06 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 3,053 12.16 37.1K 10,964,989
2023-03-13 Miller Steven Clive Officer S-Sale D Class A Common Stock 8,251 10.89 89.8K 165,547
2023-03-10 Miller Steven Clive Officer M-Exempt D Restricted Stock Units 1,690 0.00 0
2023-03-10 Gilboa David Abraham Director / Officer M-Exempt D Restricted Stock Units 4,545 0.00 16,807
2023-03-10 Briggs Teresa Director M-Exempt A Class A Common Stock 2,147 0.00 21,393
2023-03-10 Blumenthal Neil Harris Director / Officer M-Exempt D Restricted Stock Units 2,406 0.00 0
2023-03-07 Briggs Teresa Director S-Sale D Class A Common Stock 18,900 12.05 227.8K 19,246
2023-02-03 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 9,412 17.01 160.1K 11,035,909
2023-02-02 Durable Capital Partners LP 10% Owner S-Sale D Class A Common Stock 56,280 17.00 956.8K 11,201,663
2023-01-27 Durable Capital Partners LP Director S-Sale D Class A Common Stock 10,400 17.03 177.1K 11,629,703
2023-01-26 Durable Capital Partners LP Director S-Sale D Class A Common Stock 10,009 17.12 171.4K 11,640,103
2023-01-24 Durable Capital Partners LP Director S-Sale D Class A Common Stock 13,968 17.00 237.5K 11,650,112
2023-01-18 Durable Capital Partners LP Director S-Sale D Class A Common Stock 2,686 17.00 45.7K 11,664,080
2023-01-17 Durable Capital Partners LP Director S-Sale D Class A Common Stock 5,540 16.61 92.0K 11,666,766
2023-01-03 Miller Steven Clive Officer A-Award A Restricted Stock Units 142,075 0.00 142,075
2022-12-14 Gilboa David Abraham Officer S-Sale D Class A Common Stock 10,738 15.73 168.9K 235
2022-12-14 Blumenthal Neil Harris Officer C-Conversion A Class A Common Stock 10,738 0.00 10,844
2022-12-12 Miller Steven Clive Officer S-Sale D Class A Common Stock 7,150 16.73 119.6K 165,547
2022-12-09 Miller Steven Clive Officer M-Exempt D Restricted Stock Units 2,535 0.00 1,690
2022-12-09 Gilboa David Abraham Officer S-Sale D Class A Common Stock 7,037 16.42 115.5K 235
2022-12-09 Briggs Teresa Director M-Exempt D Restricted Stock Units 2,148 0.00 6,443
2022-12-09 Blumenthal Neil Harris Officer C-Conversion A Class A Common Stock 7,037 0.00 7,143
2022-11-11 Durable Capital Partners LP Director S-Sale D Class A Common Stock 61,438 16.60 1.02M 11,672,306
2022-11-10 Durable Capital Partners LP Director S-Sale D Class A Common Stock 46,791 15.22 712.2K 12,818,610
2022-10-20 Durable Capital Partners LP Director S-Sale D Class A Common Stock 15,084 14.56 219.6K 13,185,484
2022-10-19 Durable Capital Partners LP Director S-Sale D Class A Common Stock 50,000 14.50 725.0K 13,526,049
2022-10-18 Durable Capital Partners LP Director S-Sale D Class A Common Stock 700 14.88 10.4K 14,032,399
2022-10-17 Durable Capital Partners LP Director S-Sale D Class A Common Stock 88,883 15.49 1.38M 14,719,610
2022-09-06 Blumenthal Neil Harris Officer G-Gift A Class B Common Stock 2,000,000 0.00 5,197,848
2022-06-10 Miller Steven Clive Officer S-Sale D Class A Common Stock 5,084 14.64 74.4K 165,422
2022-06-10 Gilboa David Abraham Officer S-Sale D Class A Common Stock 5,224 14.64 76.5K 235
2022-06-10 Blumenthal Neil Harris Officer S-Sale D Class A Common Stock 5,224 14.64 76.5K 106
2022-06-09 WILLIAMS RONALD A Director A-Award A Class A Common Stock 16,025 0.00 36,408
2022-06-09 Sulzberger Gabrielle Director A-Award A Class A Common Stock 16,559 0.00 46,115
2022-06-09 Raider Jeffrey Jacob Director A-Award A Class A Common Stock 12,019 0.00 462,229
2022-06-09 Moon Youngme E Director M-Exempt D Restricted Stock Units 34 0.00 0
2022-06-09 Hunt Andrew Director A-Award A Class A Common Stock 12,019 0.00 1,867,557
2022-06-09 Briggs Teresa Director M-Exempt D Restricted Stock Units 2,147 0.00 10,738
2022-03-21 Briggs Teresa Director S-Sale D Class A Common Stock 19,325 30.01 579.9K 31,704
2022-03-10 Moon Youngme E Director M-Exempt D Restricted Stock Units 398 0.00 0
2022-03-10 Miller Steven Clive Officer M-Exempt D Restricted Stock Units 5,096 0.00 69,643
2022-03-10 Gilboa David Abraham Officer S-Sale D Class A Common Stock 5,354 25.00 133.9K 235
2022-03-10 Briggs Teresa Director M-Exempt A Class A Common Stock 2,148 0.00 51,029
2022-03-10 Blumenthal Neil Harris Officer S-Sale D Class A Common Stock 5,393 25.00 134.8K 106
2022-02-23 Durable Capital Partners LP 10% Owner P-Purchase A Class A Common Stock 5,000 27.27 136.4K 14,583,493
2022-02-22 Gilboa David Abraham Director / Officer M-Exempt A Class B Common Stock 11,490 0.00 6,567,286
2022-02-18 D1 Capital Partners L.P. 10% Owner P-Purchase A Class A Common Stock, $0.0001 par value ("Common Stock") 240,000 27.99 6.72M 14,944,023
2022-02-17 D1 Capital Partners L.P. 10% Owner P-Purchase A Common Stock 700,000 29.21 20.45M 14,704,023
2022-02-16 Durable Capital Partners LP 10% Owner P-Purchase A Class A Common Stock 115,504 30.20 3.49M 14,351,120
2022-02-16 D1 Capital Partners L.P. 10% Owner P-Purchase A Class A Common Stock, $0.0001 par value ("Common Stock") 600,000 30.50 18.30M 14,004,023

Executive team

Top executives
EBIT / Employee
1.4K
Shares Outstanding
122.72M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Neil Blumenthal Co-CEO and Director 575.0K 8.41M 16.5K 9.00M 93.43%
2 2025 Dave Gilboa Co-CEO and Director 575.0K 8.41M 14.0K 9.00M 93.45%
3 2025 Steven Miller Former CFO 388.2K 2.18M 16.5K 2.59M 84.36%
4 2024 Steven Miller Former CFO 500.0K 2.71M 13.8K 3.23M 84.08%
5 2024 Steven Miller CFO 500.0K 2.71M 13.8K 3.23M 84.08%
6 2024 Neil Blumenthal Co-CEO and Director 555.0K 907.4K 13.8K 1.48M 61.47%
7 2024 Dave Gilboa Co-CEO and Director 555.0K 907.4K 13.8K 1.48M 61.47%
8 2023 Steve Miller CFO 472.5K 2.04M 265.6K 13.2K 2.79M 73.04%
9 2023 Steven Miller Former CFO 472.5K 2.04M 265.6K 13.2K 2.79M 73.04%
10 2023 Steven Miller CFO 472.5K 2.04M 265.6K 13.2K 2.79M 73.04%
11 2023 Neil Blumenthal Co-CEO and Director 525.0K 368.9K 13.2K 907.1K 0.00%
12 2023 Dave Gilboa Co-CEO and Director 525.0K 368.9K 13.2K 907.1K 0.00%
13 2022 Neil Blumenthal Co-CEO and Director 500.0K 187.5K 12.2K 699.7K 0.00%
14 2022 Dave Gilboa Co-CEO and Director 500.0K 187.5K 12.2K 699.7K 0.00%
15 2022 Steven Miller CFO 450.0K 135.0K 12.2K 597.2K 0.00%
16 2022 Steve Miller CFO 450.0K 135.0K 12.2K 597.2K 0.00%
17 2021 Dave Gilboa Co-CEO and Director 450.0K 99.19M 3.48M 337.5K 136.4K 103.60M 99.11%
18 2021 Neil Blumenthal Co-CEO and Director 450.0K 99.19M 3.48M 337.5K 136.4K 103.60M 99.11%
19 2021 Steve Miller CFO 430.0K 64.5K 3.49M 1.67M 215.0K 11.4K 5.89M 87.75%
20 2021 Steven Miller CFO 430.0K 64.5K 3.49M 1.67M 215.0K 11.4K 5.89M 87.75%
21 2020 Dave Gilboa Co-CEO and Director 425.0K 299.6K 11.4K 736.0K 0.00%
22 2020 Neil Blumenthal Co-CEO and Director 425.0K 299.6K 11.4K 736.0K 0.00%
23 2020 Steven Miller CFO 400.0K 195.0K 11.4K 606.4K 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

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-04-29 SC 13G
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2026-04-28 ARS
2026-04-20 4
2026-03-27 SC 13G/A
2026-03-13 4
2026-03-06 4

Executive team

NameTitleCompensationGender
Neil Harris Blumenthal Co-Founder, President, Co-CEO & Co-Chair 591.5K male
David Abraham Gilboa Co-Founder, Co-CEO & Co-Chair 589.0K male
Andrew Hunt Co-Founder & Independent Director 75.0K male
Jeff Raider Co-Founder & Independent Director 75.0K male
Jeffrey Saunders Senior Vice President & Chief Technology Officer male
Lori Krauss Senior Vice President & Chief Marketing Officer female
Adrian V. Mitchell CFO & Principal Accounting Officer male
Sandy Gilsenan SVP and Chief Retail & Customer Experience Officer female
Chelsea Kaden Senior Vice President & Chief People Officer female
Chris Utecht Senior Vice President, General Counsel & Secretary male
Jaclyn Berkley Head of Investor Relations
ESG Rating
B
MEDICAL - INSTRUMENTS & SUPPLIES
2026
E (Environmental)
98.0 / 64.7
Company / Sector avg.
S (Social)
76.9 / 70.0
Company / Sector avg.
G (Governance)
73.3 / 67.5
Company / Sector avg.
ESG Total
82.7 / 67.4
Company / Sector avg.
ESG Score History MEDICAL - INSTRUMENTS & SUPPLIES
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)
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Dividend history

Earnings history

Earnings reports

Stock splits