Inst. Holders
50 funds
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 30, 2025 | DA Davidson | DOWNGRADE | Neutral | 53% |
| Aug 1, 2025 | Piper Sandler | MAINTAIN | Neutral | 54% |
| May 21, 2025 | Jefferies | INITIATE | Buy | 53% |
| Feb 3, 2025 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 26, 2024 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
| Jul 3, 2024 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 3, 2024 | Wedbush | MAINTAIN | Neutral | 57% |
| Jul 3, 2024 | DA Davidson | UPGRADE | Buy | 53% |
| May 22, 2024 | Wedbush | REITERATE | Neutral | 57% |
| Apr 29, 2024 | Wedbush | MAINTAIN | Neutral | 57% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Aug 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Jul 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Jun 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 3 | 4 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Feb 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% | |
| Jan 1, 2026 | 3 | 4 | 3 | 0 | 0 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Next FY | $0.40 | $0.25–$0.54 | 83.7% | +8.7% | 0↑ 1↓ | $0.3B | 2 |
| Current FY | $0.21 | $0.18–$0.25 | 111.8% | +15.2% | — | $0.3B | 2 |
| Next Q | $0.05 | $0.04–$0.06 | 155.6% | +25.0% | — | $0.1B | 2 |
| Current Q | $0.03 | $0.03–$0.03 | -66.7% | +200.0% | — | $0.1B | 1 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.030 | — |
| 7d ago | $0.010 | +0.020 |
| 30d ago | $0.010 | +0.020 |
| 60d ago | $0.045 | -0.015 |
| 90d ago | $0.045 | -0.015 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,928,567 | $29.1M | 14.2% | EXIT -100.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 3,442,315 | $20.3M | 9.9% | EXIT -100.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,348,723 | $19.8M | 9.7% | EXIT -100.0% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2,115,460 | $12.5M | 6.1% | EXIT -100.0% |
| DIMENSIONAL FUND ADVISORS LP | 1,789,412 | $10.6M | 5.2% | EXIT -100.0% |
| Qube Research & Technologies Ltd | 1,586,431 | $9.4M | 4.6% | DOUBLED +318.6% |
| JPMORGAN CHASE & CO | 1,607,591 | $9.3M | 4.5% | DOUBLED +238.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,563,637 | $9.0M | 4.4% | — |
| STATE STREET CORP | 1,419,912 | $8.4M | 4.1% | TRIM -42.0% |
| AMERIPRISE FINANCIAL INC | 1,282,788 | $7.6M | 3.7% | DOUBLED +557.4% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | EXIT | 2,115,460 | 0 | -100.0% | $0.00 |
| WELLINGTON MANAGEMENT GROUP LLP | EXIT | 3,442,315 | 0 | -100.0% | $0.00 |
| BlackRock, Inc. | EXIT | 4,928,567 | 0 | -100.0% | $0.00 |
| VANGUARD CAPITAL MANAGEMENT LLC | EXIT | 3,348,723 | 0 | -100.0% | $0.00 |
| DIMENSIONAL FUND ADVISORS LP | EXIT | 1,789,412 | 0 | -100.0% | $0.00 |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 691,862 | 3,442,315 | +397.5% | $20.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | 1,689,030 | 2,115,460 | +25.2% | $12.5M |
| Qube Research & Technologies Ltd | DOUBLED | 378,967 | 1,586,431 | +318.6% | $9.4M |
| STATE STREET CORP | TRIM | 2,446,179 | 1,419,912 | -42.0% | $8.4M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 49,300 | 1,251,251 | +2438.0% | $7.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 1, 2026 | SONENSHINE JACOB | Director | D | 23,863 | — | — |
| Apr 1, 2026 | BRIGGS MAX | Director | D | 39,004 | — | — |
| Apr 1, 2026 | Britton James | Chief Financial Officer | D | 59,223 | — | — |
| Apr 1, 2026 | Britton James | Chief Financial Officer | D | 21,147 | — | — |
| Apr 1, 2026 | LAGOMARSINO SIMONE | President | D | 50,002 | — | — |
| Apr 1, 2026 | LAGOMARSINO SIMONE | President | D | 14,098 | — | — |
| Apr 1, 2026 | PAGLIARINI ELIZABETH A. | Director | D | 21,961 | — | — |
| Apr 1, 2026 | ROSENBERG MITCHELL M. | Director | D | 21,961 | — | — |
| Apr 1, 2026 | MACKOVAK BENJAMIN | Director | D | 13,308 | — | — |
| Apr 1, 2026 | Parker C. Allen | Director | D | 13,308 | — | — |