CXM Class A Sprinklr, Inc. Class A Common Stock
NYSE · Technology · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Sep 3, 2026CXM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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About Sprinklr, Inc. Class A Common Stock Company overview from Wikipedia
Sprinklr is an American software company that develops a software as a service (SaaS) customer experience management (CXM) platform. The company's software, also called Sprinklr, combines different applications for social media marketing, social advertising, content management, collaboration, employee advocacy, customer care, social media research, and social media monitoring.
Sprinklr was founded in 2009 by technology executive Ragy Thomas. On June 23, 2021, the company went public on the New York Stock Exchange under the symbol CXM, pricing 16.6 million shares at $16 each and raising approximately $266 million, valuing the company at roughly $4 billion.
History
In 2009, Sprinklr was founded by Ragy Thomas, a technology marketing executive previously with email marketing company Bigfoot International. Thomas initially funded the company himself, with servers operating out of the basement of his home. The company's name came from the metaphor of a brand carefully watering its social media presence. Early customers included Cisco, Dell, and Virgin America.
In March 2015, the company announced the launch of its Experience Cloud platform, a way for companies to manage interactions over 23 social media channels and websites.
In April 2017, the company expanded from social media management to customer experience management, with the launch of new products for its Experience Cloud platform, ranging from social listening tools to content marketing.
In October 2017, the company added eight additional products integrated with Experience Cloud.
In April 2018, Sprinklr released artificial intelligence (AI) capabilities called Sprinklr Intuition, allowing the automatic collection and analysis of social media data.
As of October 2018, it was reported that the company had over 1,500 customers.
In May 2019, the company released Product Insights, an AI capability that automatically categorizes customer comments across social media and review sites about product feedback related to design, packaging, performance or features.
As of December 2019, the company reported over 1,500 employees, and 25 offices in 15 countries, located across North America, South America, Europe, and the Asia-Pacific region.
In 2020, Sprinklr offered case tracking services to the Kerala government in India, as part of an app to assist with managing the COVID-19 outbreak. In April 2020, the opposition party to the government accused the company of compromising patient data related to COVID-19 patients, and criticized the services for being awarded without following proper procedures. The company denied the charges, claiming that the data used in its platform is owned and controlled by the government and stored in India, in compliance with India's data privacy regulations. The government confirmed with the Kerala High Court through an affidavit that the Covid-related data was managed by Kerala's Centre for Development of Imaging Technology (C-DIT) in the Amazon Web Services cloud, and that no Sprinklr employees had any access to the data.
On June 23, 2021, Sprinklr began trading as a public company on the New York Stock Exchange under the symbol CXM.
Funding
In March 2012, the company received its first outside funding.
In May 2014, the company announced a US$40 million funding round, bringing it to a US$500 million valuation.
In March 2015, a $46 million series E funding round gave the company a value of $1.17 billion.
In July 2016, the company announced a $105 million funding round for a valuation of $1.8 billion.
In September 2020, Sprinklr raised $200 million from private-equity firm Hellman & Friedman in a deal that valued the customer experience management company at $2.7 billion.
Partnerships and sponsorships
Beginning in 2017, Sprinklr partnered with Forbes to create their "Most Influential CMO" lists, sourcing data from LinkedIn.
In April 2020, Sprinklr became the first advertising partner of TikTok, and expanded the partnership to organic content in May 2022.
In 2022, Sprinklr announced partnerships with Amazon Connect and Twilio, integrating its customer care products.
During the 2022 season, Sprinklr became a sponsor for the BWT F1 Alpine team.
In November 2024, Rory Read was appointed President and Chief Executive Officer. Founder Ragy Thomas transitioned to an advisory role and continued as chairman of the board.
Acquisition strategy
Sprinklr uses its funding to acquire smaller firms that have the tools Sprinklr wants to build itself. To facilitate integration, Sprinklr deprecates the purchased technology and has the acquired company's employees redevelop a native Sprinklr version of the acquired software.
Acquisitions
In March 2014, Sprinklr acquired Dachis Group, adding abilities for employee advocacy, competitive intelligence, social business consulting services, and content marketing. In August 2014, Sprinklr acquired TBG Digital, one of Facebook's largest ad buying clients, to improve its paid social advertising capability. In September 2014, Sprinklr acquired brand advocacy company Branderati.
In April 2015, Sprinklr acquired Get Satisfaction, a customer community software platform to bolster its customer care product offering. In June 2015, Sprinklr bought text analytics vendor NewBrand. In November 2015, the company acquired data segmentation firm Booshaka.
In April 2016, the company acquired social analytics startup Postano. In December 2019, the company acquired the social advertising business from ad management company Nanigans.
In September 2021, the company acquired AI voice-to-text transcription service platform operator VoiceN.
== References ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | CXM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 52.05Y avg ≈18.7 | ≈18.7 | 46.3 | Overvalued | |
| Price / Tangible Book | 0.05Y avg ≈0.0 | ≈0.0 | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | CXM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 65.6%5Y avg ≈71.7% | ≈71.7% | 74.5% | Weak | |
| Operating Margin (TTM) | 5.3%5Y avg ≈-3.2% | ≈-3.2% | 11.1% | Weak | |
| EBITDA Margin (TTM) | 7.5%5Y avg ≈-1.2% | ≈-1.2% | 11.1% | Weak | |
| Pretax Margin (TTM) | 7.7%5Y avg ≈-1.4% | ≈-1.4% | 4.5% | Top tier | |
| Net Profit Margin (TTM) | 2.7%5Y avg ≈-1.3% | ≈-1.3% | 1.9% | Top tier | |
| ROA (TTM) | 2.2%5Y avg ≈-0.77% | ≈-0.77% | 7.2% | Below avg | |
| ROE (TTM) | 4.4%5Y avg ≈0.38% | ≈0.38% | 12.8% | Weak | |
| ROIC | 2.3%5Y avg ≈-3.0% | ≈-3.0% | 9.6% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | CXM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 1.65Y avg ≈1.8 | ≈1.8 | 2.2 | Low liquidity | |
| Quick Ratio | 0.35Y avg ≈0.4 | ≈0.4 | 2.1 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | CXM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 7.6%5Y avg ≈17.5% | ≈17.5% | · | · | |
| Revenue CAGR 3Y | 11.5%5Y avg ≈17.5% | ≈17.5% | · | · | |
| Revenue CAGR 5Y | 17.2% | · | · | · | |
| EPS YoY | -79.5% | · | · | · | |
| Net Income YoY | -81.2% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | CXM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.75Y avg ≈0.7 | ≈0.7 | 0.7 | Top tier | |
| Revenue / Employee | ≈$263.1K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2027 | Sep 2, 2026 | $0.11 | $0.11 | 4.3% |
| March 31, 2027 | Jun 3, 2026 | $0.11 | $0.10 | 14.6% |
| Sept. 30, 2026 | $0.11 | $0.11 | 4.3% | |
| June 30, 2026 | $0.11 | $0.10 | 14.6% | |
| March 31, 2026 | $0.13 | $0.10 | 34.0% | |
| Dec. 31, 2025 | $0.12 | $0.09 | 30.6% | |
| Sept. 30, 2025 | $0.13 | $0.10 | 29.0% | |
| June 30, 2025 | $0.12 | $0.10 | 21.2% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $857M | $796M | $732M | $618M | $492M | $387M | $324M | |
| Cost of Revenue | $279M | $222M | $179M | $164M | $148M | $122M | $123M | |
| Gross Profit | $578M | $575M | $553M | $454M | $345M | $265M | $201M | |
| R&D Expense | $96M | $92M | $91M | $77M | $61M | $40M | $32M | |
| SG&A Expense | $137M | $137M | $106M | $92M | $85M | $64M | $40M | |
| Operating Expenses | $538M | $551M | $519M | $506M | $444M | $290M | $237M | |
| Operating Income | $40M | $24M | $34M | $-51M | $-99M | $-26M | $-36M | |
| Interest Income | $20M | $26M | $30M | $8M | $500.0K | · | · | |
| Other Non-op | $27M | $24M | $27M | $4M | $-5M | $-9M | $-927.0K | |
| Pretax Income | $67M | $48M | $61M | $-47M | $-105M | $-34M | $-36M | |
| Income Tax | $44M | $-73M | $9M | $8M | $7M | $4M | $3M | |
| Net Income | $23M | $122M | $51M | $-56M | $-111M | $-38M | $-40M | |
| EPS (Basic) | $0.09 | $0.47 | $0.19 | $-0.21 | $-0.57 | $-0.42 | $-0.47 | |
| EPS (Diluted) | $0.09 | $0.44 | $0.18 | $-0.21 | $-0.57 | $-0.42 | $-0.47 | |
| Shares (Basic) | 250,834,000 | 260,241,000 | 269,974,000 | 259,530,000 | 195,020,000 | 90,378,000 | 84,343,000 | |
| Shares (Diluted) | 257,965,000 | 274,773,000 | 287,093,000 | 259,530,000 | 195,020,000 | 90,378,000 | 84,343,000 | |
| EBITDA | $59M | $43M | $49M | $-39M | $-91M | · | · |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $163M | $145M | $164M | $188M | $321M | $68M | · | |
| Prepaid Expense | $107M | $85M | $71M | $79M | $109M | $101M | · | |
| Other Current Assets | $22M | $13M | $7M | $3M | $11M | $8M | · | |
| Current Assets | $888M | $854M | $1.00B | $863M | $805M | $498M | · | |
| PP&E (Net) | $33M | $32M | $32M | $23M | $15M | $9M | · | |
| Accum. Depreciation | $28M | $25M | $21M | $17M | $12M | $9M | · | |
| Goodwill | $50M | $50M | $50M | $50M | $50M | $47M | $47M | |
| Other Non-current Assets | $120M | $114M | $109M | $74M | $49M | $43M | · | |
| Total Assets | $1.21B | $1.18B | $1.22B | $1.02B | $920M | $597M | · | |
| Accounts Payable | $34M | $27M | $35M | $30M | $16M | $17M | · | |
| Accrued Liabilities | $92M | $79M | $93M | $98M | $100M | $63M | · | |
| Short-term Debt | · | · | · | · | $0 | $0 | · | |
| Current Liabilities | $554M | $518M | $508M | $459M | $395M | $302M | · | |
| Capital Leases | $38M | $41M | $28M | $10M | · | · | · | |
| Deferred Tax | · | $35.0K | $1M | $1M | $1M | $869.0K | · | |
| Other Non-current Liabilities | $7M | $7M | $6M | $4M | $3M | $2M | · | |
| Total Liabilities | $612M | $572M | $543M | $476M | $404M | $403M | · | |
| Long-term Debt | · | · | · | · | $0 | $79M | · | |
| Total Debt | · | · | · | · | $0 | · | · | |
| Common Stock | · | · | · | · | · | $4.0K | · | |
| Paid-in Capital | $923M | $1.27B | $1.18B | $1.07B | $982M | $122M | · | |
| Retained Earnings | $-301M | $-626M | $-475M | $-497M | $-442M | $-330M | · | |
| Treasury Stock | $24M | $24M | $24M | $24M | $24M | $24M | · | |
| AOCI | $-6M | $-7M | $-4M | $-4M | $-820.0K | $787.0K | · | |
| Stockholders' Equity | $593M | $612M | $680M | $549M | $516M | $194M | $-22M | |
| Liabilities + Equity | $1.21B | $1.18B | $1.22B | $1.02B | $920M | $597M | · | |
| Shares Outstanding | · | · | 0 | 0 | 0 | 95,456,000 | 85,626,000 |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| D&A | $19M | $19M | $15M | $12M | $8M | $6M | $4M | |
| Stock-based Comp | $84M | $60M | $56M | $56M | $50M | $44M | $10M | |
| Deferred Tax | $20M | $-88M | $-3M | $166.0K | $-138.0K | $-110.0K | $-32.0K | |
| Restructuring | $16M | $3M | $4M | · | · | · | · | |
| Other Non-cash | $13M | $-122M | $-48M | $15M | $20M | · | · | |
| Operating Cash Flow | $159M | $78M | $71M | $27M | $-33M | $7M | $19M | |
| CapEx | $1M | $6M | $9M | $6M | $6M | $3M | $3M | |
| Investing Cash Flow | $-12M | $154M | $-111M | $-193M | $-16M | $-219M | $-12M | |
| Stock Repurchased | $152M | $274M | $27M | $0 | $0 | $6M | $0 | |
| Net Stock Activity | $-152M | $-274M | $-27M | $0 | $0 | · | · | |
| Financing Cash Flow | $-132M | $-248M | $24M | $35M | $303M | $270M | $-8M | |
| Net Change in Cash | $18M | $-19M | $-16M | $-133M | $253M | $58M | $-402.0K | |
| Taxes Paid | $25M | · | · | · | · | · | · | |
| Free Cash Flow | $158M | $72M | $63M | $21M | $-39M | · | · |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 67.4% | 72.1% | 75.5% | 73.5% | 70.0% | · | · | |
| Operating Margin | 4.7% | 3.0% | 4.6% | -8.3% | -20.2% | · | · | |
| Net Margin | 2.7% | 15.3% | 7.0% | -9.0% | -22.6% | · | · | |
| Pretax Margin | 7.8% | 6.1% | 8.3% | -7.7% | -21.2% | · | · | |
| EBITDA Margin | 6.9% | 5.4% | 6.8% | -6.3% | -18.6% | · | · | |
| ROA | 1.9% | 10.1% | 4.6% | -5.7% | -14.7% | · | · | |
| ROE | 4.0% | 21.9% | 7.7% | -10.4% | -21.3% | · | · | |
| ROIC | 2.3% | 9.9% | 4.2% | -10.9% | -20.6% | · | · |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.7 | 2.0 | 1.9 | 2.0 | · | · | |
| Quick Ratio | 0.3 | 0.3 | 0.3 | 0.4 | 0.8 | · | · | |
| Debt / Equity | · | · | · | · | 0.0 | · | · | |
| LT Debt / Equity | · | · | · | · | 0.0 | · | · |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | 0.7 | 0.6 | 0.6 | · | · |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $3.32 | $2.90 | $2.55 | $2.38 | $2.52 | · | · | |
| Cash Flow / Share | $0.62 | $0.28 | $0.25 | $0.10 | $-0.17 | · | · | |
| EPS (TTM) | $0.09 | $0.44 | $0.18 | $-0.21 | $-0.57 | · | · |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.6% | 8.7% | 18.5% | 25.6% | 27.3% | · | · | |
| Revenue CAGR 3Y | 11.5% | 17.4% | 23.7% | · | · | · | · | |
| Revenue CAGR 5Y | 17.2% | · | · | · | · | · | · | |
| EPS YoY | -79.5% | 144.4% | · | · | · | · | · | |
| Net Income YoY | -81.2% | 136.6% | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $857M | $796M | $732M | $618M | $492M | · | · | |
| Net Income TTM | $23M | $122M | $51M | $-56M | $-111M | · | · | |
| Market Cap | · | · | $0 | $0 | $0 | · | · | |
| Enterprise Value | · | · | · | · | $-321M | · | · | |
| P/E | 70.9 | 20.2 | 69.3 | -47.3 | -19.7 | · | · | |
| P/S | · | · | 0.0 | 0.0 | 0.0 | · | · | |
| P / Tangible Book | · | · | 0.0 | 0.0 | 0.0 | · | · | |
| P / Cash Flow | · | · | 0.0 | 0.0 | 0.0 | · | · | |
| P / FCF | · | · | 0.0 | 0.0 | 0.0 | · | · | |
| EV / EBITDA | · | · | · | · | 3.5 | · | · | |
| EV / FCF | · | · | · | · | 8.2 | · | · | |
| EV / Revenue | · | · | · | · | -0.7 | · | · | |
| Earnings Yield | 1.4% | 4.9% | 1.4% | -2.1% | -5.1% | · | · |
Income Statement
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $214M | $219M | $221M | $219M | $212M | $206M | $203M | $201M | $197M | $196M | $194M | $186M | $178M | $173M | $165M | $157M | |
| Cost of Revenue | $75M | $76M | $76M | $74M | $67M | $63M | $59M | $58M | $54M | $51M | $48M | $46M | $43M | $42M | $39M | $41M | |
| Gross Profit | $139M | $143M | $145M | $145M | $145M | $143M | $144M | $143M | $143M | $145M | $147M | $140M | $135M | $131M | $126M | $117M | |
| R&D Expense | $24M | $23M | $25M | $25M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $24M | $21M | $20M | $19M | |
| SG&A Expense | $34M | $35M | $33M | $34M | $36M | $34M | $35M | $34M | $39M | $29M | $28M | $28M | $25M | $25M | $24M | $23M | |
| Operating Expenses | $129M | $132M | $131M | $134M | $128M | $145M | $133M | $135M | $143M | $139M | $128M | $127M | $130M | $135M | $128M | $121M | |
| Operating Income | $10M | $11M | $14M | $12M | $16M | $-2M | $10M | $8M | $-87.0K | $6M | $18M | $13M | $5M | $-3M | $-2M | $-5M | |
| Interest Income | $4M | $4M | $5M | $5M | $6M | $5M | $5M | $6M | $7M | $8M | $8M | $8M | $8M | $6M | $4M | $2M | |
| Other Non-op | $3M | $6M | $6M | $6M | $7M | $7M | $5M | $5M | $6M | $8M | $8M | $6M | $7M | $5M | $2M | $1M | |
| Pretax Income | $13M | $16M | $21M | $17M | $24M | $5M | $15M | $13M | $6M | $13M | $27M | $20M | $13M | $2M | $634.0K | $-4M | |
| Income Tax | $6M | $12M | $12M | $14M | $11M | $7M | $-83M | $3M | $4M | $3M | $6M | $3M | $2M | $-1M | $1M | $2M | |
| Net Income | $7M | $4M | $9M | $3M | $13M | $-2M | $99M | $10M | $2M | $11M | $21M | $17M | $10M | $3M | $-667.0K | $-6M | |
| EPS (Basic) | $0.03 | $0.02 | $0.04 | $0.01 | $0.05 | $-0.01 | $0.38 | $0.04 | $0.01 | $0.04 | $0.08 | $0.06 | $0.04 | $0.01 | $0.00 | $-0.02 | |
| EPS (Diluted) | $0.03 | $0.02 | $0.04 | $0.01 | $0.05 | $-0.01 | $0.35 | $0.04 | $0.01 | $0.04 | $0.07 | $0.06 | $0.04 | $0.01 | $0.00 | $-0.02 | |
| Shares (Basic) | 235,556,000 | 240,518,000 | · | 244,916,000 | 254,391,000 | 256,647,000 | · | 253,807,000 | 260,830,000 | 271,664,000 | · | 271,202,000 | 268,900,000 | 265,584,000 | · | 260,285,000 | |
| Shares (Diluted) | 237,840,000 | 243,135,000 | · | 252,054,000 | 263,201,000 | 256,647,000 | · | 261,972,000 | 271,934,000 | 284,032,000 | · | 288,121,000 | 283,853,000 | 281,344,000 | · | 260,285,000 | |
| EBITDA | $10M | $15M | · | $12M | $16M | $3M | · | $8M | $-87.0K | $10M | · | $13M | $5M | $326.0K | · | $-5M |
Balance Sheet
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $231M | $163M | $163M | $190M | $125M | $126M | $145M | $93M | $119M | $127M | · | $172M | $148M | $186M | · | $156M | |
| Prepaid Expense | $115M | $107M | $107M | $105M | $91M | $89M | $85M | $79M | $84M | $86M | · | $77M | $72M | $70M | · | $81M | |
| Other Current Assets | $20M | $20M | $22M | $7M | $6M | $26.0K | $13M | $4M | $7M | $5M | · | $7M | $3M | $6M | · | $11M | |
| Current Assets | $740M | $745M | $888M | $736M | $767M | $862M | $854M | $730M | $742M | $884M | · | $887M | $878M | $851M | · | $758M | |
| PP&E (Net) | $31M | $34M | $33M | $33M | $32M | $31M | $32M | $33M | $34M | $33M | · | $31M | $28M | $25M | · | $21M | |
| Accum. Depreciation | $29M | $28M | $28M | $28M | $27M | $27M | $25M | · | · | · | · | · | · | $18M | · | $15M | |
| Goodwill | · | · | $50M | · | · | · | $50M | · | · | · | $50M | · | · | · | $50M | · | |
| Other Non-current Assets | $126M | $127M | $120M | $114M | $112M | $112M | $114M | $110M | $110M | $109M | · | $92M | $87M | $82M | · | $55M | |
| Total Assets | $1.05B | $1.06B | $1.21B | $1.05B | $1.09B | $1.19B | $1.18B | $970M | $984M | $1.12B | · | $1.09B | $1.07B | $1.02B | · | $897M | |
| Accounts Payable | $30M | $32M | $34M | $23M | $28M | $27M | $27M | $33M | $25M | $19M | · | $22M | $23M | $22M | · | $16M | |
| Accrued Liabilities | $59M | $66M | $92M | $81M | $62M | $56M | $79M | $68M | $64M | $64M | · | $73M | $71M | $77M | · | $88M | |
| Current Liabilities | $476M | $520M | $554M | $444M | $494M | $495M | $518M | $419M | $459M | $460M | · | $399M | $423M | $429M | · | $368M | |
| Capital Leases | $34M | $36M | $38M | $40M | $40M | $43M | $41M | $44M | $45M | $45M | · | $24M | $25M | $10M | · | $8M | |
| Deferred Tax | · | · | · | · | · | · | · | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Other Non-current Liabilities | $6M | $6M | $7M | $7M | $7M | $7M | $7M | $6M | $6M | $6M | · | $5M | $5M | $5M | · | $1M | |
| Total Liabilities | $532M | $573M | $612M | $496M | $543M | $550M | $572M | $473M | $515M | $513M | · | $430M | $455M | $445M | · | $380M | |
| Paid-in Capital | $819M | $794M | $1.38B | $1.35B | $1.33B | $1.29B | $1.27B | $1.25B | $1.23B | $1.21B | · | $1.15B | $1.13B | $1.10B | · | $1.05B | |
| Retained Earnings | $-289M | $-297M | $-754M | $-763M | $-756M | $-628M | $-626M | $-725M | $-735M | $-566M | · | $-466M | $-483M | $-494M | · | $-497M | |
| Treasury Stock | $0 | $0 | $24M | $24M | $24M | $24M | $24M | $24M | $24M | $24M | · | $24M | $24M | $24M | · | $24M | |
| AOCI | $-10M | $-9M | $-6M | $-5M | $-5M | $-3M | $-7M | $-4M | $-4M | $-5M | · | $-5M | $-4M | $-4M | · | $-7M | |
| Stockholders' Equity | $519M | $488M | $593M | $558M | $543M | $640M | $612M | $497M | $469M | $611M | $680M | $658M | $617M | $579M | $549M | $517M | |
| Liabilities + Equity | $1.05B | $1.06B | $1.21B | $1.05B | $1.09B | $1.19B | $1.18B | $970M | $984M | $1.12B | · | $1.09B | $1.07B | $1.02B | · | $897M |
Cash Flow
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $5M | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $3M | $3M | |
| Stock-based Comp | $20M | $20M | $21M | $20M | $21M | $21M | $15M | $15M | $15M | $14M | $14M | $14M | $15M | $13M | $16M | $11M | |
| Deferred Tax | · | · | $6M | $5M | $7M | $3M | $-88M | $78.0K | $299.0K | $-339.0K | $329.0K | $197.0K | $-79.0K | $-3M | · | $0 | |
| Amort. of Intangibles | $4M | · | · | · | $4M | · | · | · | · | · | · | · | · | · | · | · | |
| Restructuring | $-428.0K | $-654.0K | $926.0K | $530.0K | $-984.0K | $15M | $-179.0K | $3M | $4M | · | $-130.0K | $0 | $-800.0K | $5M | · | · | |
| Other Non-cash | · | $42M | · | · | · | $57M | · | · | · | $13M | · | · | · | $2M | · | · | |
| Operating Cash Flow | $18M | $70M | $21M | $20M | $35M | $84M | $5M | $9M | $21M | $42M | $17M | $21M | $15M | $19M | $22M | $2M | |
| CapEx | $373.0K | $328.0K | $540.0K | $185.0K | $365.0K | $289.0K | $802.0K | $972.0K | $1M | $3M | $2M | $2M | $3M | $2M | $3M | $571.0K | |
| Investing Cash Flow | $49M | $55M | $-52M | $55M | $93M | $-108M | $44M | $-36M | $132M | $13M | $-14M | $-4M | $-64M | $-29M | $-5M | $-4M | |
| Stock Repurchased | $796.0K | $125M | $0 | $11M | $141M | $0 | $0 | $0 | $174M | $100M | $27M | $0 | $0 | $0 | · | · | |
| Net Stock Activity | · | $-125M | · | · | · | $0 | · | · | · | $-100M | · | · | · | · | · | · | |
| Financing Cash Flow | $2M | $-125M | $4M | $-10M | $-128M | $3M | $3M | $2M | $-163M | $-90M | $-12M | $11M | $13M | $13M | $13M | $6M | |
| Net Change in Cash | $68M | $364.0K | $-27M | $64M | $-1M | $-18M | $52M | $-25M | $-9M | $-36M | $-8M | $27M | $-37M | $2M | $32M | $2M | |
| Free Cash Flow | · | $70M | · | · | · | $83M | · | · | · | $39M | · | · | · | $17M | · | · |
Profitability
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 65.1% | 65.2% | · | 66.4% | 68.2% | 69.5% | · | 71.2% | 72.5% | 73.9% | · | 75.1% | 75.6% | 75.8% | · | 74.2% | |
| Operating Margin | 4.7% | 4.8% | · | 5.3% | 7.7% | -0.85% | · | 3.9% | -0.04% | 2.9% | · | 7.1% | 3.1% | -1.8% | · | -2.9% | |
| Net Margin | 3.3% | 1.9% | · | 1.3% | 5.9% | -0.76% | · | 5.2% | 0.93% | 5.4% | · | 9.1% | 5.9% | 1.6% | · | -3.7% | |
| Pretax Margin | 6.0% | 7.4% | · | 7.9% | 11.2% | 2.5% | · | 6.7% | 3.2% | 6.7% | · | 10.5% | 7.1% | 0.90% | · | -2.2% | |
| EBITDA Margin | 4.7% | 6.8% | · | 5.3% | 7.7% | 1.4% | · | 3.9% | -0.04% | 5.2% | · | 7.1% | 3.1% | 0.19% | · | -2.9% | |
| ROA | 0.67% | 0.37% | · | 0.29% | 1.2% | -0.14% | · | 1.0% | 0.18% | 0.99% | · | 1.7% | 1.1% | 0.29% | · | -0.67% | |
| ROE | 1.3% | 0.74% | · | 0.55% | 2.5% | -0.25% | · | 1.8% | 0.34% | 1.8% | · | 2.9% | 1.9% | 0.52% | · | -1.1% | |
| ROIC | 1.1% | 0.56% | · | 0.35% | 1.6% | 0.08% | · | 1.2% | -0.01% | 0.75% | · | 1.7% | 0.73% | -0.99% | · | -1.5% |
Liquidity & Solvency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.4 | · | 1.7 | 1.6 | 1.7 | · | 1.7 | 1.6 | 1.9 | · | 2.2 | 2.1 | 2.0 | · | 2.1 | |
| Quick Ratio | 0.5 | 0.3 | · | 0.4 | 0.3 | 0.3 | · | 0.2 | 0.3 | 0.3 | · | 0.4 | 0.3 | 0.4 | · | 0.4 |
Efficiency
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 |
Per Share
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $0.90 | $0.90 | · | $0.87 | $0.81 | $0.80 | · | $0.77 | $0.73 | $0.69 | · | $0.65 | $0.63 | $0.62 | · | $0.60 | |
| Cash Flow / Share | · | $0.29 | · | · | · | $0.33 | · | · | · | $0.15 | · | · | · | $0.07 | · | · | |
| EPS (TTM) | $0.10 | $0.12 | · | $0.40 | $0.43 | $0.39 | · | $0.16 | $0.18 | $0.21 | · | $0.11 | $0.03 | $-0.10 | · | $-0.33 |
Valuation (TTM)
| Metric | Trend | Q2 2027 | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $873M | $871M | · | $839M | $821M | $806M | · | $788M | $774M | $755M | · | $703M | $674M | $647M | · | $589M | |
| Net Income TTM | $23M | $29M | · | $113M | $120M | $109M | · | $44M | $51M | $59M | · | $30M | $7M | $-28M | · | $-92M | |
| P/E | 63.6 | 41.0 | · | 19.3 | 21.0 | 19.7 | · | 46.4 | 54.6 | 55.7 | · | 123.5 | 468.0 | -119.6 | · | -28.0 | |
| Earnings Yield | 1.6% | 2.4% | · | 5.2% | 4.8% | 5.1% | · | 2.1% | 1.8% | 1.8% | · | 0.81% | 0.21% | -0.84% | · | -3.6% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Revenue | $857M | $796M | $732M | $618M | $492M |
| Gross Margin % | 67.4% | 72.1% | 75.5% | 73.5% | 70.0% |
| Operating Margin % | 4.7% | 3.0% | 4.6% | -8.3% | -20.2% |
| Net Income | $23M | $122M | $51M | $-56M | $-111M |
| Diluted EPS | $0.09 | $0.44 | $0.18 | $-0.21 | $-0.57 |
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | 0.0 |
| Current Ratio | 1.6 | 1.7 | 2.0 | 1.9 | 2.0 |
| Quick Ratio | 0.3 | 0.3 | 0.3 | 0.4 | 0.8 |
| Metric | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $158M | $72M | $63M | $21M | $-39M |
Institutional owners (13F) 290 filers · $789.4M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 42 (-23 vs prior Q) | 48 (+12 vs prior Q) | 88 (-30 vs prior Q) | 99 (+33 vs prior Q) | -19.9M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $129,291,091 | 16,618,392 | 16.38% | Shares |
| BlackRock, Inc. | $95,595,155 | 18,526,193 | 12.11% | Shares |
| H&F Corporate Investors IX, Ltd. | $56,045,371 | 10,861,506 | 7.10% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $49,745,310 | 9,640,564 | 6.30% | Shares |
| PRIVATE MANAGEMENT GROUP INC | $30,130,293 | 5,839,204 | 3.82% | Shares |
| Sixth Street Partners Management Company, L.P. | $29,257,200 | 5,670,000 | 3.71% | Shares |
| STATE STREET CORP | $26,380,552 | 5,112,510 | 3.34% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $23,514,966 | 4,557,164 | 2.98% | Shares |
| Solel Partners LP | $18,830,744 | 3,649,369 | 2.39% | Shares |
| MORGAN STANLEY | $15,572,475 | 3,017,921 | 1.97% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $15,030,252 | 2,912,168 | 1.90% | Shares |
| FEDERATED HERMES, INC. | $13,950,483 | 2,703,582 | 1.77% | Shares |
| CITIGROUP INC | $12,773,921 | 2,475,566 | 1.62% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $12,569,065 | 2,435,811 | 1.59% | Shares |
| BATTERY MANAGEMENT CORP. | $12,365,083 | 2,396,334 | 1.57% | Shares |
| GOLDMAN SACHS GROUP INC | $11,835,477 | 2,293,697 | 1.50% | Shares |
| Tetragon Partners GP Ltd | $11,352,000 | 2,200,000 | 1.44% | Shares |
| Qube Research & Technologies Ltd | $11,243,908 | 2,179,052 | 1.42% | Shares |
| CITADEL ADVISORS LLC | $9,839,041 | 1,906,791 | 1.25% | Shares |
| JANE STREET GROUP, LLC | $9,338,026 | 1,809,695 | 1.18% | Shares |
| PRUDENTIAL FINANCIAL INC | $7,882,184 | 1,527,555 | 1.00% | Shares |
| JUPITER ASSET MANAGEMENT LTD | $7,407,804 | 1,435,621 | 0.94% | Shares |
| Trexquant Investment LP | $7,088,349 | 1,373,711 | 0.90% | Shares |
| Bank of New York Mellon Corp | $6,688,041 | 1,296,132 | 0.85% | Shares |
| BANK OF AMERICA CORP /DE/ | $6,395,525 | 1,239,443 | 0.81% | Shares |
| LETKO, BROSSEAU & ASSOCIATES INC | $5,994,243 | 1,161,675 | 0.76% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5,943,582 | 1,151,857 | 0.75% | Shares |
| NORTHERN TRUST CORP | $5,941,983 | 1,151,547 | 0.75% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $5,843,768 | 1,132,513 | 0.74% | Shares |
| FMR LLC | $5,372,908 | 1,041,261 | 0.68% | Shares |
| Hillsdale Investment Management Inc. | $4,996,944 | 968,400 | 0.63% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $4,920,101 | 953,508 | 0.62% | Shares |
| Invesco Ltd. | $4,893,998 | 948,449 | 0.62% | Shares |
| DEUTSCHE BANK AG\ | $4,883,316 | 946,379 | 0.62% | Shares |
| UBS Group AG | $4,723,190 | 915,347 | 0.60% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $4,015,595 | 778,216 | 0.51% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $3,791,331 | 734,754 | 0.48% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $3,456,204 | 669,807 | 0.44% | Shares |
| JPMORGAN CHASE & CO | $3,283,315 | 632,623 | 0.42% | Shares |
| Circumference Group LLC | $3,146,568 | 609,800 | 0.40% | Shares |
| WINTON GROUP Ltd | $2,709,243 | 525,047 | 0.34% | Shares |
| TUDOR INVESTMENT CORP ET AL | $2,657,400 | 515,000 | 0.34% | Shares |
| Point72 Asset Management, L.P. | $2,384,395 | 462,092 | 0.30% | Shares |
| Nuveen, LLC | $2,198,042 | 425,977 | 0.28% | Shares |
| MARSHALL WACE, LLP | $2,038,979 | 395,151 | 0.26% | Shares |
| Empowered Funds, LLC | $2,034,634 | 394,309 | 0.26% | Shares |
| Public Sector Pension Investment Board | $2,001,564 | 387,900 | 0.25% | Shares |
| Mitsubishi UFJ Asset Management Co., Ltd. | $1,986,512 | 384,983 | 0.25% | Shares |
| CAPITAL FUND MANAGEMENT S.A. | $1,976,362 | 383,016 | 0.25% | Shares |
| MACKENZIE FINANCIAL CORP | $1,968,199 | 381,434 | 0.25% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| H&F Corporate Investors IX, Ltd., Hellman & Friedman Investors IX, L.P., Hellman & Friedman Capital Partners IX, L.P., H&F Splash Holdings IX GP, LLC, H&F Splash Holdings IX, L.P. ×2 filings | Dec. 9, 2025 | 33.10% | Amendment | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 41 insiders · 22 officers · 11 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Rory P Read | President & CEO | Sept. 16, 2026 S | 3,273,325 | 1 | 9 | $-6,284,005 |
| Trac Pham | Co-Chief Executive Officer | July 15, 2024 A | 1,706,164 | 0 | 0 | $0 |
| Anthony Coletta | Chief Financial Officer | March 15, 2026 A | 966,552 | 0 | 0 | $0 |
| Manish Sarin | CHIEF FINANCIAL OFFICER | Sept. 16, 2025 S | 695,413 | 0 | 0 | $0 |
| Christopher Mark Lynch | Chief Financial Officer | Nov. 22, 2021 C | 556,777 | 0 | 0 | $0 |
| Amitabh Misra | Chief Technology Officer | Sept. 16, 2026 S | 785,150 | 0 | 7 | $-1,328,745 |
| Jacob Scott | GENERAL COUNSEL AND CORP. SEC. | Sept. 16, 2026 S | 550,733 | 0 | 7 | $-1,093,550 |
| Joy Corso | Chief Administrative Officer | Sept. 16, 2026 S | 1,141,463 | 0 | 3 | $-657,296 |
| Sanjay Macwan | Chief Information Officer | Sept. 16, 2026 S | 545,997 | 0 | 2 | $-183,063 |
| Thomas Addis | Chief Revenue Officer | Aug. 15, 2026 A | 810,372 | 0 | 0 | $0 |
| Karthik Suri | Chief Product & CSO | June 17, 2026 S | 1,111,472 | 0 | 2 | $-339,706 |
| Arun Pattabhiraman | CHIEF MARKETING OFFICER | March 16, 2026 S | 485,378 | 0 | 2 | $-318,752 |
| Michele M Meyers | Chief Accounting Officer | Feb. 15, 2026 A | 309,119 | 0 | 0 | $0 |
| Scott Francis Millard | Chief Revenue Officer | Sept. 25, 2025 A | 725,709 | 0 | 0 | $0 |
| Scott Michael Harvey | CHIEF CUSTOMER OFFICER | July 7, 2025 S | 681,910 | 0 | 0 | $0 |
| Marlise Ricci | Chief Accounting Officer | June 16, 2025 S | 279,104 | 0 | 0 | $0 |
| Diane Adams | CHIEF CULTURE & TALENT OFFICER | Dec. 17, 2024 S | 358,662 | 0 | 0 | $0 |
| Paul Ohls | Chief Revenue Officer | Dec. 19, 2023 S | 662,393 | 0 | 0 | $0 |
| Pavitar Singh | Chief Technology Officer | July 14, 2023 S | 1,009,082 | 0 | 0 | $0 |
| Haley Daniel P | General Counsel and Corp. Sec. | March 15, 2023 C | 101,544 | 0 | 0 | $0 |
| Luca Lazzaron | Chief Revenue Officer | Sept. 13, 2022 C | 532,643 | 0 | 0 | $0 |
| Wilson Grad Conn | Chief Experience Officer | Dec. 15, 2021 C | 16,582 | 0 | 0 | $0 |
| Ragy Thomas | Director | Sept. 16, 2026 S | 735,253 | 0 | 6 | $-371,367 |
| Jordi Ribas | Director | Aug. 17, 2026 A | 29,850 | 0 | 0 | $0 |
| Kevin Haverty | Director | June 11, 2026 A | 139,197 | 0 | 0 | $0 |
| Jan Hauser | Director | June 11, 2026 A | 85,873 | 0 | 0 | $0 |
| Eileen Schloss | Director | June 11, 2026 A | 178,637 | 0 | 0 | $0 |
| Jr Stephen M Ward | Director | June 11, 2026 A | 87,088 | 0 | 0 | $0 |
| Neeraj Agrawal | Director | Oct. 8, 2025 S | 0 | 0 | 6 | $-2,851,497 |
| Edwin J Gillis | Director | June 13, 2024 A | 86,002 | 0 | 0 | $0 |
| John T Chambers | Director | June 16, 2022 A | 52,946 | 0 | 0 | $0 |
| Roger H. Lee | 10% owner | June 6, 2025 S | 0 | 0 | 0 | $0 |
| David R Tabors | 10% owner | June 6, 2025 S | 0 | 0 | 0 | $0 |
| Morad Elhafed | 10% owner | Dec. 30, 2024 G | 50,952 | 0 | 0 | $0 |
| Scott R. Tobin | 10% owner | Dec. 17, 2024 G | 386,963 | 0 | 0 | $0 |
| Jesse Feldman | 10% owner | Dec. 11, 2023 G | 229,880 | 0 | 0 | $0 |
| Chelsea R. Stoner | 10% owner | July 13, 2023 G | 0 | 0 | 0 | $0 |
| Michael M. Brown | 10% owner | July 11, 2023 S | 0 | 0 | 0 | $0 |
| Yvette Kanouff | · | Dec. 9, 2025 C | 239,928 | 0 | 2 | $-1,234,607 |
| Vivek Kundra | · | June 25, 2021 J | 0 | 0 | 0 | $0 |
| Carlos Dominguez | · | June 25, 2021 J | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 53 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| RNIN · EA Series Trust | 1.40% | 401,392 NS | July 31, 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0.57% | 27,062 NS | July 31, 2026 | N-PORT |
| SOCL · Global X Funds | 0.33% | 47,705 NS | July 31, 2026 | N-PORT |
| PSCT · Invesco Exchange-Traded Fund Trust … | 0.25% | 261,945 SH | Oct. 1, 2026 | Daily |
| RZG · Invesco Exchange-Traded Fund Trust | 0.22% | 53,080 SH | Oct. 1, 2026 | Daily |
| CALF · Pacer Funds Trust | 0.15% | 836,872 NS | July 31, 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.14% | 194,009 SH | Aug. 19, 2026 | Daily |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 0.14% | 78,881 SH | Oct. 1, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.12% | 191,623 SH | Aug. 19, 2026 | Daily |
| VFMV · VANGUARD WELLINGTON FUND | 0.11% | 90,478 SH | Aug. 19, 2026 | Daily |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.06% | 134,394 SH | Aug. 19, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.06% | 26,295 SH | Oct. 1, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.05% | 207,785 SH | Oct. 1, 2026 | Daily |
| RILA · Spinnaker ETF Series | 0.04% | 2,874 NS | July 31, 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.03% | 393,739 SH | Aug. 19, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 83,349 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.03% | 14,116 SH | Oct. 1, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.03% | 141,521 SH | Oct. 1, 2026 | Daily |
| RSSL · Global X Funds | 0.02% | 53,033 NS | July 31, 2026 | N-PORT |
| IGV · iShares Trust | 0.02% | 526,885 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.02% | 638,168 SH | Aug. 19, 2026 | Daily |
| IWM · iShares Trust | 0.02% | 2,854,133 SH | Sept. 11, 2026 | Daily |
| PKW · Invesco Exchange-Traded Fund Trust | 0.01% | 50,137 SH | Oct. 1, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 1,303,370 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.01% | 2,279,003 SH | Aug. 19, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.01% | 655,552 SH | Aug. 19, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.01% | 740,259 SH | Aug. 19, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.01% | 3,068,242 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.01% | 212,063 NS | July 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 206,106 NS | July 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.01% | 91,315 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.01% | 4,914 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.01% | 6,738 SH | Sept. 11, 2026 | Daily |
| IWO · iShares Trust | 0.01% | 141,052 SH | Sept. 11, 2026 | Daily |
| TECB · iShares Trust | 0.01% | 4,698 SH | Sept. 11, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.00% | 98,575 NS | July 31, 2026 | N-PORT |
| IGM · iShares Trust | 0.00% | 63,297 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.00% | 10,428 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 10,059 NS | July 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 33,522 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 146,744 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 31,615 SH | Sept. 10, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.00% | 3,088 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 12,747 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 3,146,412 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.00% | 16,091 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 10,520 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 6,879,976 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 1,071,450 SH | Sept. 9, 2026 | Daily |
| IWN · iShares Trust | · | 927,384 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 15,519 SH | Aug. 31, 2026 | Daily |
| SVAL · iShares Trust | · | 123,574 SH | Sept. 3, 2026 | Daily |
| SMMV · iShares Trust | · | 46,652 SH | Sept. 1, 2026 | Daily |
CXM Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
8 analysts · 2026-10-03Mean target $8.44 +62.3%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| CXM | · | 70.9 | 7.6% | 2.7% | 4.0% | 67.4% |
| APPS | $347M | -8.7 | 15.2% | -6.7% | -21.8% | 56.9% |
| RDVT | $806M | 62.6 | 20.0% | 14.6% | 13.4% | · |
| PD | $897M | 5.7 | 5.4% | 35.2% | 79.8% | 85.0% |
| VYX | $1.41B | 34.0 | -4.7% | 2.3% | 6.6% | · |
| DJCO | $840M | 5.7 | 25.4% | 127.9% | 30.9% | · |
| DSP | · | 33.4 | 19.0% | 2.4% | 12.3% | · |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
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