Inst. Holders
26 funds
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Nov 26, 2025 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Nov 20, 2025 | Freedom Broker | MAINTAIN | Buy | 66% |
| Nov 19, 2025 | William Blair | DOWNGRADE | Market Perform | 51% |
| Aug 28, 2025 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| May 19, 2025 | RBC Capital | REITERATE | Sector Perform | 55% |
| Mar 20, 2024 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Apr 4, 2023 | Credit Suisse | MAINTAIN | Underperform | — |
| Mar 17, 2023 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Aug 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Jul 1, 2026 | 2 | 4 | 2 | 0 | 0 | 75% | |
| Jun 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% | |
| May 1, 2026 | 2 | 4 | 4 | 0 | 0 | 60% | |
| Apr 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Mar 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% | |
| Feb 1, 2026 | 2 | 5 | 3 | 0 | 0 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current FY | $-5.33 | $-6.02–$-4.65 | 73.6% | +27.5% | 1↑ 1↓ | $0.3B | 2 |
| Current Q | $-1.57 | $-1.65–$-1.49 | 69.2% | +28.2% | 1↑ 1↓ | $0.0B | 2 |
| Next FY | $-3.83 | $-6.95–$-1.16 | 28.3% | +7.8% | 2↑ 0↓ | $0.4B | 4 |
| Next Q | $-1.52 | $-1.69–$-1.35 | 87.1% | +28.7% | 2↑ 0↓ | $0.0B | 2 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-1.570 | — |
| 7d ago | $-1.583 | +0.013 |
| 30d ago | $-2.188 | +0.618 |
| 60d ago | $-2.098 | +0.528 |
| 90d ago | $-1.986 | +0.416 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 1,680,444 | $2.5M | 65.9% | — |
| BlackRock, Inc. | 382,050 | $576.9K | 15.0% | — |
| STATE STREET CORP | 78,869 | $119.1K | 3.1% | — |
| BARCLAYS PLC | 68,923 | $104.1K | 2.7% | DOUBLED +516.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 54,299 | $82.0K | 2.1% | — |
| VANGUARD FIDUCIARY TRUST CO | 52,518 | $79.3K | 2.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 37,257 | $56.3K | 1.5% | DOUBLED +147.5% |
| DEUTSCHE BANK AG\ | 30,915 | $46.7K | 1.2% | DOUBLED +150.8% |
| Russell Investments Group, Ltd. | 27,710 | $41.8K | 1.1% | DOUBLED +1404.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 26,448 | $39.9K | 1.0% | DOUBLED +119.3% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | DOUBLED | 1,842 | 27,710 | +1404.3% | $41.8K |
| FMR LLC | TRIM | 13,983 | 9,694 | -30.7% | $14.6K |
| CWM, LLC | ADD | 997 | 1,838 | +84.4% | $2.8K |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 32 | 1,456 | +4450.0% | $2.2K |
| Allworth Financial LP | DOUBLED | 7 | 28 | +300.0% | $43.00 |
| DEUTSCHE BANK AG\ | DOUBLED | 12,834 | 32,183 | +150.8% | $69.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 12,060 | 26,448 | +119.3% | $56.9K |
| FMR LLC | DOUBLED | 663 | 13,983 | +2009.0% | $30.1K |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 3,178 | 11,827 | +272.2% | $25.4K |
| WELLS FARGO & COMPANY/MN | DOUBLED | 4,209 | 10,663 | +153.3% | $22.9K |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 21, 2026 | CB Blizzard Holdings C, L.P. | 10%+ Owner | D | 5,386,178 | — | — |
| Jul 21, 2026 | CB Blizzard Holdings C, L.P. | 10%+ Owner | D | 4,179,850 | — | — |
| Jul 21, 2026 | CCP III Cayman GP Ltd. | 10%+ Owner | D | 5,386,178 | — | — |
| Jul 21, 2026 | CCP III Cayman GP Ltd. | 10%+ Owner | D | 4,179,850 | — | — |
| Jul 21, 2026 | KOTTE VIJAY | Chief Executive Officer | D | 1,347,396 | — | — |
| Jul 21, 2026 | KOTTE VIJAY | Chief Executive Officer | D | 188,888 | — | — |
| Jul 21, 2026 | KOTTE VIJAY | Chief Executive Officer | D | 83,333 | — | — |
| Jul 21, 2026 | Shanahan Brendan Richard | Chief Financial Officer | D | 237,275 | — | — |
| Jul 21, 2026 | Burd Brad | Chief Legal Officer | D | 157,070 | — | — |
| Jul 21, 2026 | Burd Brad | Chief Legal Officer | D | 940 | — | — |