Market Cap
$155.9M
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jun 2, 2025 | Needham | MAINTAIN | Buy | 50% |
| May 5, 2025 | JMP Securities | REITERATE | Market Perform | 53% |
| Mar 7, 2025 | Needham | MAINTAIN | Buy | 50% |
| Jan 13, 2025 | Needham | MAINTAIN | Buy | 50% |
| Jan 6, 2025 | JMP Securities | REITERATE | Market Perform | 53% |
| Oct 30, 2024 | Truist Securities | MAINTAIN | Buy | 55% |
| Oct 30, 2024 | Needham | REITERATE | Buy | 50% |
| Oct 29, 2024 | Needham | REITERATE | Buy | 50% |
| Oct 21, 2024 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 7, 2024 | Needham | MAINTAIN | Buy | 50% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Aug 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Jul 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Jun 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| May 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Apr 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 4 | 1 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 5 | 1 | 2 | 0% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 2,660,771 | $37.1M | 21.2% | TRIM -42.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,138,039 | $15.9M | 9.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,013,516 | $14.1M | 8.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 799,290 | $11.2M | 6.4% | — |
| STATE STREET CORP | 756,230 | $10.5M | 6.0% | TRIM -29.0% |
| MORGAN STANLEY | 606,953 | $8.5M | 4.8% | — |
| ExodusPoint Capital Management, LP | 478,132 | $6.7M | 3.8% | — |
| Bank of New York Mellon Corp | 377,149 | $5.3M | 3.0% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 368,923 | $5.1M | 2.9% | — |
| Nuveen, LLC | 309,122 | $4.3M | 2.5% | DOUBLED +282.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | TRIM | 4,602,338 | 2,660,771 | -42.2% | $37.1M |
| STATE STREET CORP | TRIM | 1,064,538 | 756,230 | -29.0% | $10.5M |
| Nuveen, LLC | DOUBLED | 80,825 | 309,122 | +282.5% | $4.3M |
| UBS Group AG | DOUBLED | 89,569 | 280,279 | +212.9% | $3.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 53,945 | 248,703 | +361.0% | $3.5M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 99,853 | 245,741 | +146.1% | $3.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | TRIM | 536,790 | 238,690 | -55.5% | $3.3M |
| JPMORGAN CHASE & CO | TRIM | 242,917 | 162,919 | -32.9% | $2.3M |
| Quantinno Capital Management LP | DOUBLED | 59,663 | 124,328 | +108.4% | $1.7M |
| EXCHANGE TRADED CONCEPTS, LLC | ADD | 80,561 | 103,462 | +28.4% | $1.4M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | Adams Timothy M | Director | AWARD | 23,107 | — | — |
| Sep 8, 2026 | Thompson Michael N. Jr. | Director | AWARD | 23,107 | — | — |
| Sep 8, 2026 | Salzberg Matthew B | Director | AWARD | 23,107 | — | — |
| Aug 7, 2026 | Powell Rikki | Chief Financial Officer | AWARD | 65,502 | — | — |
| Jul 2, 2026 | Powell Rikki | Chief Financial Officer | EXERCISE | 2,231 | — | — |
| Jul 2, 2026 | Hennessy Paul J. | CHIEF EXECUTIVE OFFICER | TAX W/H | 82,979 | $9.90 | $821.5K |
| Jul 2, 2026 | Hennessy Paul J. | CHIEF EXECUTIVE OFFICER | TAX W/H | 20,739 | $9.90 | $205.3K |
| Jul 2, 2026 | Hennessy Paul J. | CHIEF EXECUTIVE OFFICER | EXERCISE | 54,181 | — | — |
| Jul 2, 2026 | Hennessy Paul J. | CHIEF EXECUTIVE OFFICER | EXERCISE | 162,544 | — | — |
| Jul 2, 2026 | Powell Rikki | Chief Financial Officer | TAX W/H | 1,233 | $9.90 | $12.2K |