EGAN eGain Corporation - Common Stock
$7.20
Price · Aug 19, 2026
Fundamentals as of May 14, 2026
52W Range
$6–$16
14% of range
Analyst Rating
BUY
9 analysts
Price Target
$13
+78% upside
P/E (TTM)
6.4
ROE
47.4%
Net Profit Margin
36.5%
EGAN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$7.20
Market Cap
$195M
P/E (TTM)
6.4
EPS (TTM)
$1.13
Revenue (TTM)
$88M
Div Yield
—
ROE
47.4%
Debt/Equity
—
52W Range
$6 – $16
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$88M
2017-06-30
→
2025-06-30
EPS
$1.13
2017-06-30
→
2025-06-30
Free Cash Flow
$5M
2018-06-30
→
2025-06-30
Margins
36.5%
2018-06-30
→
2025-06-30
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
EGAN
Peer Median
P/E (TTM)
6.4
21.6
P/S (TTM)
2.2
4.0
P/B
2.4
6.3
Price / FCF
41.5
—
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
EGAN
Peer Median
Gross Margin
70.1%
72.4%
Operating Margin
5.0%
—
Net Profit Margin
36.5%
-18.3%
ROA
23.4%
-25.1%
ROE
47.4%
-68.6%
ROIC
31.4%
—
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
EGAN
Peer Median
Current Ratio
1.6
1.9
Quick Ratio
1.5
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
EGAN
Peer Median
Revenue YoY
-4.7%
—
Revenue CAGR 3Y
-1.3%
—
Revenue CAGR 5Y
4.0%
—
EPS YoY
352.0%
—
Net Income YoY
314.6%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
EGAN
Peer Median
EGAN Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
9 analysts
- Strong Buy 2 22.2%
- Buy 4 44.4%
- Hold 3 33.3%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
3 analysts · 2026-08-17
Median
$10.50
Mean
$12.83
← Below all targets
$7.20
Low
$8.00
High
$20.00
Median target
$10.50
+45.8%
Mean target
$12.83
+78.2%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.03%
Next Report
Sep 03, 2026
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| Sept. 30, 2026 | $0.11 | $0.07 | — |
| March 31, 2026 | $0.11 | $0.07 | 0.04% |
| Dec. 31, 2025 | $0.11 | $0.07 | 0.04% |
| Sept. 30, 2025 | $0.17 | $0.11 | 0.06% |
| June 30, 2025 | $0.09 | $0.07 | 0.02% |
| March 31, 2025 | $0.03 | $0.05 | -0.02% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| EGAN | $169M | 5.5 | -4.7% | 36.5% | 47.4% | 70.1% |
| KLTR | $242M | -20.5 | 1.2% | -6.7% | -103.7% | 70.6% |
| EXFY | $141M | -6.6 | 2.1% | -15.0% | -16.2% | 50.3% |
| DOMO | — | -4.0 | 0.57% | -18.6% | 31.4% | 75.0% |
| TONX | $112M | -0.3 | 1327.8% | -1161.9% | -70.2% | — |
| DMRC | $144M | -4.4 | -11.7% | -95.3% | -74.5% | 61.6% |
| TRAK | $359M | 56.1 | 10.5% | 30.9% | 14.3% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 16
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $88M | $93M | $98M | $92M | $78M | $73M | · | $61M | $58M | $69M | $76M | |
| Cost of Revenue | $26M | $28M | $27M | $25M | $19M | $21M | · | $22M | $21M | $24M | $29M | |
| Gross Profit | $62M | $65M | $71M | $67M | $59M | $52M | · | $39M | $37M | $46M | $47M | |
| R&D Expense | $30M | $27M | $27M | $24M | $18M | $17M | · | $15M | $14M | $16M | $16M | |
| SG&A Expense | $9M | $10M | $10M | $11M | $8M | $8M | · | $8M | $7M | $8M | $9M | |
| Operating Expenses | $58M | $59M | $69M | $70M | $52M | $44M | · | $40M | $41M | $52M | $58M | |
| Operating Income | $4M | $6M | $1M | $-2M | $7M | $7M | · | $-988.0K | $-4M | $-6M | $-11M | |
| Other Non-op | $-1M | $-51.0K | $-434.0K | $838.0K | $-559.0K | $185.0K | · | $-206.0K | $-32.0K | $728.0K | $11.0K | |
| Pretax Income | $6M | $10M | $3M | $-1M | $7M | $8M | · | $-2M | $-5M | $-7M | $-12M | |
| Income Tax | $-27M | $2M | $1M | $1M | $-166.0K | $778.0K | · | $-186.0K | $533.0K | $-863.0K | $320.0K | |
| Net Income | $32M | $8M | $2M | $-2M | $7M | $7M | · | $-2M | $-6M | $-6M | $-12M | |
| EPS (Basic) | $1.15 | $0.25 | $0.07 | $-0.08 | $0.22 | $0.24 | · | $-0.07 | $-0.22 | $-0.23 | $-0.47 | |
| EPS (Diluted) | $1.13 | $0.25 | $0.06 | $-0.08 | $0.21 | $0.23 | · | $-0.07 | $-0.22 | $-0.23 | $-0.47 | |
| Shares (Basic) | 28,161,000 | 30,840,000 | 31,959,000 | 31,553,000 | 31,007,000 | 30,620,000 | · | 27,333,000 | 27,108,000 | 27,056,000 | 26,609,000 | |
| Shares (Diluted) | 28,650,000 | 31,468,000 | 32,799,000 | 31,553,000 | 32,597,000 | 31,956,000 | · | 27,333,000 | 27,108,000 | 27,056,000 | 26,609,000 | |
| EBITDA | $4M | $6M | $1M | $-2M | $7M | $7M | · | $-988.0K | · | $-6M | $-11M |
Balance Sheet 26
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $63M | $70M | $73M | $72M | $63M | $47M | · | $11M | $11M | $12M | $9M | |
| Receivables | $33M | $32M | $32M | $27M | $26M | $23M | · | $7M | $7M | $12M | $13M | |
| Prepaid Expense | $3M | $3M | $2M | $3M | $3M | $3M | $2M | $2M | $2M | $1M | $906.0K | |
| Other Current Assets | $886.0K | $1M | $1M | $895.0K | $778.0K | $617.0K | · | $285.0K | $370.0K | $426.0K | $719.0K | |
| Current Assets | $101M | $107M | $110M | $104M | $95M | $74M | $56M | $23M | $21M | $26M | $25M | |
| PP&E (Net) | $670.0K | $441.0K | $633.0K | $831.0K | $705.0K | $713.0K | · | $559.0K | $1M | $2M | $3M | |
| PP&E (Gross) | $5M | $5M | $6M | $6M | $5M | $5M | · | $9M | $3M | $4M | $7M | |
| Accum. Depreciation | $5M | $5M | $5M | $5M | $5M | $4M | · | $8M | $1M | $3M | $4M | |
| Goodwill | $13M | $13M | $13M | $13M | $13M | $13M | · | $13M | $13M | $13M | $13M | |
| Intangibles | · | · | · | · | · | $26.0K | · | $733.0K | $3M | $5M | $8M | |
| Other Non-current Assets | $29M | $2M | $1M | $871.0K | $1M | $918.0K | · | $2M | $1M | $2M | $807.0K | |
| Total Assets | $148M | $128M | $130M | $126M | $115M | $94M | $78M | $40M | $40M | $48M | $50M | |
| Accounts Payable | $3M | $3M | $2M | $2M | $3M | $2M | · | $4M | $2M | $2M | $2M | |
| Accrued Liabilities | $3M | $5M | $5M | $5M | $4M | $3M | $2M | $2M | $2M | $6M | $3M | |
| Current Liabilities | $62M | $63M | $64M | $62M | $64M | $52M | $44M | $31M | $28M | $27M | $27M | |
| Capital Leases | $2M | $3M | $2M | $3M | $797.0K | $797.0K | $3M | $0 | $42.0K | $153.0K | $295.0K | |
| Other Non-current Liabilities | $908.0K | $871.0K | $836.0K | $808.0K | $832.0K | $688.0K | $718.0K | $1M | $1M | $2M | $2M | |
| Total Liabilities | $67M | $69M | $68M | $69M | $69M | $59M | $54M | $48M | $49M | $52M | $49M | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | $20M | $19M | |
| Common Stock | $33.0K | $33.0K | $32.0K | $32.0K | $31.0K | $31.0K | · | $28.0K | $27.0K | $27.0K | $27.0K | |
| Retained Earnings | $-291M | $-324M | $-331M | $-334M | $-331M | $-338M | · | $-353M | $-351M | $-345M | $-339M | |
| Treasury Stock | $39M | $23M | $6M | · | · | · | · | · | · | · | · | |
| AOCI | $-336.0K | $-2M | $-2M | $-3M | $-1M | $-2M | · | $-2M | $-2M | $-2M | $-1M | |
| Stockholders' Equity | $81M | $58M | $62M | $57M | $46M | $35M | · | $-9M | $-10M | $-4M | $1M | |
| Liabilities + Equity | $148M | $128M | $130M | $126M | $115M | $94M | $78M | $40M | $40M | $48M | $50M | |
| Shares Outstanding | 27,083,000 | 29,160,000 | 31,482,000 | 31,930,000 | 31,231,000 | 30,821,000 | · | 27,667,000 | 27,127,000 | 27,108,000 | 27,022,000 |
Cash Flow 13
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | · | $623.0K | $1M | $2M | $3M | |
| Stock-based Comp | $2M | $5M | $6M | $11M | $2M | $2M | · | $2M | $667.0K | $1M | $2M | |
| Deferred Tax | $-27M | $90.0K | $-550.0K | $299.0K | $-304.0K | $261.0K | · | $-564.0K | $18.0K | $-1M | $-268.0K | |
| Amort. of Intangibles | · | · | · | $0 | $26.0K | $268.0K | · | $2M | $2M | $3M | $3M | |
| Operating Cash Flow | $5M | $12M | $5M | $8M | $14M | $14M | · | $7M | $5M | $2M | $-11M | |
| CapEx | $565.0K | $198.0K | $288.0K | $628.0K | $402.0K | $514.0K | · | $137.0K | $492.0K | $547.0K | $741.0K | |
| Investing Cash Flow | $-565.0K | $-198.0K | $-288.0K | $-628.0K | $-402.0K | $-514.0K | · | $-137.0K | $-492.0K | $74.0K | $-3M | |
| Stock Repurchased | $16M | $17M | $6M | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-16M | $-17M | $-6M | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-14M | $-15M | $-4M | $3M | $2M | $1M | · | $-6M | $-6M | $2M | $14M | |
| Net Change in Cash | $-7M | $-3M | $1M | $9M | $17M | $15M | · | $871.0K | $-1M | $3M | $-152.0K | |
| Taxes Paid | $1M | $2M | $2M | $400.0K | $221.0K | $374.0K | · | $166.0K | · | · | · | |
| Free Cash Flow | $5M | $12M | $4M | $7M | $13M | $14M | · | $6M | · | $1M | $-11M |
Profitability 8
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 70.1% | 70.3% | 72.1% | 73.3% | 75.4% | 71.0% | · | 63.6% | · | 65.8% | 61.6% | |
| Operating Margin | 5.0% | 6.4% | 1.4% | -2.3% | 9.4% | 10.2% | · | -1.6% | · | -8.5% | -14.9% | |
| Net Margin | 36.5% | 8.4% | 2.1% | -2.6% | 8.9% | 9.9% | · | -3.2% | · | -9.0% | -16.4% | |
| Pretax Margin | 6.4% | 10.5% | 3.4% | -1.3% | 8.7% | 11.0% | · | -3.5% | · | -10.2% | -16.0% | |
| EBITDA Margin | 5.0% | 6.4% | 1.4% | -2.3% | 9.4% | 10.2% | · | -1.6% | · | -8.5% | -14.9% | |
| ROA | 23.4% | 6.0% | 1.7% | -2.0% | 6.7% | 8.4% | · | -5.0% | · | -12.8% | -30.2% | |
| ROE | 47.4% | 12.7% | 3.4% | -4.3% | 15.7% | 21.8% | · | 22.2% | · | 392.7% | -599.3% | |
| ROIC | 31.4% | 8.2% | 1.4% | -7.6% | 16.3% | 19.3% | · | 10.4% | · | 120.6% | -1054.1% |
Liquidity & Solvency 2
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.7 | 1.7 | 1.7 | 1.5 | 1.4 | · | 0.7 | · | 1.0 | 0.9 | |
| Quick Ratio | 1.5 | 1.6 | 1.6 | 1.6 | 1.4 | 1.3 | · | 0.6 | · | 0.9 | 0.8 |
Efficiency 2
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.7 | 0.8 | 0.8 | 0.8 | 0.8 | · | 1.5 | · | 1.4 | 1.8 | |
| Receivables Turnover | 2.7 | 2.9 | 3.3 | 3.5 | 3.2 | 3.4 | · | 8.4 | · | 5.6 | 6.3 |
Growth Rates 9
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -4.7% | -5.3% | 6.6% | 17.4% | 7.6% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -1.3% | 5.8% | 10.5% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.0% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 352.0% | 316.7% | · | · | -8.7% | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 6.0% | -36.1% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 37.5% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 314.6% | 268.9% | · | · | -3.5% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 3.8% | -33.6% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 34.9% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $88M | $93M | $98M | $92M | $78M | $73M | · | $61M | $58M | $69M | $76M | |
| Net Income TTM | $32M | $8M | $2M | $-2M | $7M | $7M | · | $-2M | $-6M | $-6M | $-12M | |
| Market Cap | $169M | $184M | $236M | $311M | $359M | $342M | · | $418M | · | $76M | $135M | |
| P/E | 5.5 | 25.2 | 124.8 | -121.9 | 54.7 | 48.3 | · | -215.7 | -7.5 | -12.3 | -10.7 | |
| P/S | 1.9 | 2.0 | 2.4 | 3.4 | 4.6 | 4.7 | · | 6.8 | · | 1.1 | 1.8 | |
| P/B | 2.1 | 3.1 | 3.8 | 5.5 | 7.8 | 9.9 | · | -47.9 | · | -17.9 | 123.2 | |
| P / Tangible Book | 2.5 | 4.1 | 4.9 | 7.1 | 10.9 | 16.0 | · | · | · | · | · | |
| P / Cash Flow | 32.2 | 14.8 | 51.0 | 38.3 | 25.9 | 24.4 | · | 63.4 | · | 40.9 | -12.9 | |
| P / FCF | 36.0 | 15.0 | 54.4 | 41.5 | 26.6 | 25.3 | · | 64.7 | · | 57.9 | -12.0 | |
| Earnings Yield | 18.1% | 4.0% | 0.80% | -0.82% | 1.8% | 2.1% | · | -0.46% | -13.3% | -8.2% | -9.4% |
Income Statement 16
| Metric | Trend | 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 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $22M | $23M | $24M | $23M | $21M | $22M | $22M | $22M | $22M | $24M | $24M | $25M | $23M | $26M | $25M | $24M | |
| Cost of Revenue | $6M | $6M | $6M | $6M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $8M | $7M | $6M | $7M | |
| Gross Profit | $17M | $17M | $18M | $17M | $14M | $16M | $15M | $16M | $15M | $17M | $17M | $18M | $15M | $19M | $18M | $17M | |
| R&D Expense | $8M | $7M | $7M | $7M | $8M | $8M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $6M | |
| SG&A Expense | $2M | $2M | $4M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | $2M | $3M | $3M | $3M | |
| Operating Expenses | $14M | $15M | $15M | $14M | $14M | $15M | $15M | $14M | $15M | $14M | $16M | $16M | $16M | $19M | $19M | $19M | |
| Operating Income | $2M | $2M | $3M | $3M | $27.0K | $650.0K | $509.0K | $1M | $938.0K | $2M | $1M | $2M | $-512.0K | $213.0K | $-670.0K | $-2M | |
| Other Non-op | $176.0K | $-32.0K | $455.0K | $-390.0K | $-304.0K | $-431.0K | $-140.0K | $-38.0K | $74.0K | $-697.0K | $610.0K | $-454.0K | $-245.0K | $-545.0K | $810.0K | $657.0K | |
| Pretax Income | $3M | $3M | $4M | $3M | $320.0K | $880.0K | $1M | $2M | $2M | $3M | $3M | $3M | $61.0K | $197.0K | $426.0K | $-979.0K | |
| Income Tax | $371.0K | $302.0K | $930.0K | $-28M | $254.0K | $209.0K | $488.0K | $513.0K | $521.0K | $525.0K | $379.0K | $71.0K | $433.0K | $301.0K | $442.0K | $572.0K | |
| Net Income | $2M | $2M | $3M | $31M | $66.0K | $671.0K | $652.0K | $2M | $1M | $2M | $3M | $3M | $-372.0K | $-104.0K | $-16.0K | $-2M | |
| EPS (Basic) | $0.09 | $0.09 | $0.10 | $1.11 | $0.00 | $0.02 | $0.02 | $0.05 | $0.05 | $0.07 | $0.08 | $0.08 | $-0.01 | $0.00 | $0.00 | $-0.05 | |
| EPS (Diluted) | $0.09 | $0.08 | $0.10 | $1.09 | $0.00 | $0.02 | $0.02 | $0.05 | $0.05 | $0.07 | $0.08 | $0.08 | $-0.01 | $0.00 | $0.00 | $-0.05 | |
| Shares (Basic) | 27,420,000 | 27,186,000 | 26,961,000 | -57,148,000 | 28,065,000 | 28,573,000 | 28,671,000 | -62,794,000 | 30,976,000 | 31,179,000 | 31,479,000 | -64,114,000 | 32,122,000 | 32,018,000 | 31,933,000 | -62,804,000 | |
| Shares (Diluted) | 28,140,000 | 28,349,000 | 27,525,000 | -58,183,000 | 28,482,000 | 29,059,000 | 29,292,000 | -64,110,000 | 31,599,000 | 31,843,000 | 32,136,000 | -63,274,000 | 32,122,000 | 32,018,000 | 31,933,000 | -64,286,000 | |
| EBITDA | $2M | $2M | $3M | · | $27.0K | $650.0K | $509.0K | · | $938.0K | $2M | $1M | · | $-512.0K | $213.0K | $-670.0K | · |
Balance Sheet 24
| Metric | Trend | 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 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $80M | $83M | $71M | $63M | $69M | $71M | $67M | $70M | $83M | $87M | $80M | $73M | $81M | $81M | $72M | $72M | |
| Receivables | $9M | $14M | $23M | $33M | $12M | $16M | $23M | $32M | $11M | $14M | $18M | $32M | $10M | $16M | $25M | $27M | |
| Prepaid Expense | $2M | $2M | $2M | $3M | $2M | $2M | $2M | $3M | $2M | $2M | $3M | $2M | $3M | $2M | $3M | $3M | |
| Other Current Assets | $903.0K | $682.0K | $605.0K | $886.0K | $939.0K | $855.0K | $857.0K | $1M | $1M | $1M | $1M | $1M | $1M | $609.0K | $526.0K | $895.0K | |
| Current Assets | $93M | $100M | $98M | $101M | $86M | $91M | $95M | $107M | $99M | $106M | $103M | $110M | $97M | $102M | $101M | $104M | |
| PP&E (Net) | $880.0K | $930.0K | $795.0K | $670.0K | $533.0K | $515.0K | $461.0K | $441.0K | $483.0K | $561.0K | $551.0K | $633.0K | $676.0K | $863.0K | $812.0K | $831.0K | |
| PP&E (Gross) | · | · | · | $5M | · | · | · | $5M | · | · | · | $6M | · | · | · | $6M | |
| Accum. Depreciation | · | · | · | $5M | · | · | · | $5M | · | · | · | $5M | · | · | · | $5M | |
| Goodwill | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | $13M | |
| Other Non-current Assets | $28M | $28M | $28M | $29M | $2M | $1M | $1M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $819.0K | $871.0K | |
| Total Assets | $140M | $147M | $145M | $148M | $106M | $111M | $115M | $128M | $120M | $125M | $123M | $130M | $117M | $123M | $123M | $126M | |
| Accounts Payable | $2M | $1M | $2M | $3M | $2M | $2M | $2M | $3M | $2M | $2M | $853.0K | $2M | $1M | $1M | $2M | $2M | |
| Accrued Liabilities | $4M | $3M | $2M | $3M | $4M | $3M | $3M | $5M | $6M | $4M | $4M | $5M | $6M | $5M | $3M | $5M | |
| Current Liabilities | $43M | $53M | $56M | $62M | $50M | $49M | $53M | $63M | $50M | $53M | $54M | $64M | $50M | $56M | $58M | $62M | |
| Capital Leases | $2M | $2M | $2M | $2M | $3M | $3M | $2M | $3M | $3M | $1M | $2M | $2M | $2M | $2M | $2M | $3M | |
| Other Non-current Liabilities | $987.0K | $845.0K | $806.0K | $908.0K | $899.0K | $918.0K | $938.0K | $871.0K | $887.0K | $896.0K | $833.0K | $836.0K | $818.0K | $793.0K | $722.0K | $808.0K | |
| Total Liabilities | $48M | $58M | $61M | $67M | $55M | $56M | $59M | $69M | $56M | $59M | $59M | $68M | $55M | $61M | $65M | $69M | |
| Common Stock | $34.0K | $34.0K | $33.0K | $33.0K | $33.0K | $33.0K | $33.0K | $33.0K | $33.0K | $32.0K | $32.0K | $32.0K | $32.0K | $32.0K | $32.0K | $32.0K | |
| Retained Earnings | $-284M | $-286M | $-289M | $-291M | $-322M | $-322M | $-323M | $-324M | $-325M | $-327M | $-329M | $-331M | $-334M | $-334M | $-334M | $-334M | |
| Treasury Stock | $40M | $40M | $40M | $39M | $35M | $30M | $28M | $23M | $14M | $9M | $6M | $6M | $1M | · | · | · | |
| AOCI | $-2M | $-1M | $-1M | $-336.0K | $-1M | $-2M | $-2M | $-2M | $-2M | $-2M | $-3M | $-2M | $-3M | $-3M | $-4M | $-3M | |
| Stockholders' Equity | $92M | $89M | $84M | $81M | $52M | $55M | $56M | $58M | $64M | $67M | $64M | $62M | $62M | $61M | $58M | $57M | |
| Liabilities + Equity | $140M | $147M | $145M | $148M | $106M | $111M | $115M | $128M | $120M | $125M | $123M | $130M | $117M | $123M | $123M | $126M | |
| Shares Outstanding | 27,450,000 | 27,381,000 | 26,914,000 | 27,083,000 | 27,598,000 | 28,481,000 | 28,522,000 | 29,160,000 | 30,382,000 | 31,202,000 | 31,400,000 | 31,482,000 | 32,022,000 | 32,131,000 | 31,937,000 | 31,930,000 |
Cash Flow 10
| Metric | Trend | 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 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $789.0K | $645.0K | $523.0K | $496.0K | $699.0K | $622.0K | $632.0K | $1M | $1M | $1M | $1M | $963.0K | $1M | $2M | $2M | $2M | |
| Operating Cash Flow | $-2M | $10M | $10M | $-4M | $2M | $6M | $954.0K | $-5M | $2M | $8M | $8M | $-4M | $905.0K | $7M | $760.0K | $2M | |
| CapEx | $64.0K | $234.0K | $224.0K | $213.0K | $104.0K | $139.0K | $109.0K | $49.0K | $14.0K | $103.0K | $32.0K | $70.0K | $-75.0K | $173.0K | $120.0K | $86.0K | |
| Investing Cash Flow | $-64.0K | $-234.0K | $-224.0K | $-213.0K | $-104.0K | $-139.0K | $-109.0K | $-49.0K | $-14.0K | $-103.0K | $-32.0K | $-70.0K | $75.0K | $-173.0K | $-120.0K | $-86.0K | |
| Stock Repurchased | $0 | $-31.0K | $1M | $4M | $5M | $2M | $5M | $9M | $6M | $2M | $517.0K | $5M | · | · | · | · | |
| Net Stock Activity | · | · | $-1M | · | · | · | $-5M | · | · | · | $-517.0K | · | · | · | · | · | |
| Financing Cash Flow | $223.0K | $2M | $-1M | $-3M | $-5M | $-2M | $-4M | $-8M | $-5M | $-2M | $-480.0K | $-4M | $-998.0K | $975.0K | $30.0K | $727.0K | |
| Net Change in Cash | $-3M | $12M | $8M | $-6M | $-2M | $3M | $-3M | $-13M | $-4M | $7M | $7M | $-8M | $439.0K | $9M | $-649.0K | $2M | |
| Taxes Paid | $294.0K | $41.0K | $92.0K | $106.0K | $229.0K | $105.0K | $586.0K | $640.0K | $193.0K | $109.0K | $863.0K | $110.0K | $361.0K | $741.0K | $489.0K | $93.0K | |
| Free Cash Flow | · | · | $10M | · | · | · | $845.0K | · | · | · | $8M | · | · | · | $640.0K | · |
Profitability 8
| Metric | Trend | 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 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 73.4% | 73.1% | 75.2% | · | 68.0% | 70.2% | 69.4% | · | 69.3% | 70.7% | 71.7% | · | 67.0% | 73.6% | 74.6% | · | |
| Operating Margin | 8.9% | 8.9% | 12.0% | · | 0.13% | 2.9% | 2.3% | · | 4.2% | 10.2% | 5.9% | · | -2.2% | 0.83% | -2.7% | · | |
| Net Margin | 10.7% | 10.2% | 12.0% | · | 0.31% | 3.0% | 3.0% | · | 6.7% | 9.2% | 10.7% | · | -1.6% | -0.41% | -0.06% | · | |
| Pretax Margin | 12.4% | 11.5% | 16.0% | · | 1.5% | 3.9% | 5.2% | · | 9.0% | 11.4% | 12.3% | · | 0.27% | 0.77% | 1.7% | · | |
| EBITDA Margin | 8.9% | 8.9% | 12.0% | · | 0.13% | 2.9% | 2.3% | · | 4.2% | 10.2% | 5.9% | · | -2.2% | 0.83% | -2.7% | · | |
| ROA | 2.0% | 1.8% | 2.2% | · | 0.06% | 0.57% | 0.55% | · | 1.3% | 1.8% | 2.1% | · | -0.32% | -0.09% | -0.01% | · | |
| ROE | 3.4% | 3.2% | 4.0% | · | 0.11% | 1.1% | 1.1% | · | 2.4% | 3.4% | 4.2% | · | -0.63% | -0.18% | -0.03% | · | |
| ROIC | 1.9% | 2.0% | 2.5% | · | 0.01% | 0.90% | 0.52% | · | 1.1% | 2.9% | 1.9% | · | 5.1% | -0.18% | 0.04% | · |
Liquidity & Solvency 2
| Metric | Trend | 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 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 1.9 | 1.8 | · | 1.7 | 1.8 | 1.8 | · | 2.0 | 2.0 | 1.9 | · | 1.9 | 1.8 | 1.7 | · | |
| Quick Ratio | 2.1 | 1.8 | 1.7 | · | 1.6 | 1.8 | 1.7 | · | 1.9 | 1.9 | 1.8 | · | 1.8 | 1.8 | 1.7 | · |
Efficiency 2
| Metric | Trend | 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 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | · | |
| Receivables Turnover | 2.1 | 1.6 | 1.0 | · | 1.8 | 1.5 | 1.1 | · | 2.1 | 1.5 | 1.1 | · | 1.6 | 1.6 | 1.4 | · |
Valuation (TTM) 10
| Metric | Trend | 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 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $90M | $90M | $89M | · | $88M | $89M | $90M | · | $95M | $96M | $97M | · | $97M | $98M | $95M | · | |
| Net Income TTM | $8M | $6M | $4M | · | $3M | $4M | $6M | · | $9M | $7M | $5M | · | $-2M | $-2M | $-3M | · | |
| Market Cap | $217M | $282M | $234M | · | $134M | $177M | $145M | · | $196M | $260M | $192M | · | $243M | $290M | $235M | · | |
| P/E | 29.2 | 51.5 | 62.2 | · | 53.9 | 44.5 | 26.8 | · | 23.0 | 37.9 | 40.9 | · | -126.5 | -129.0 | -73.5 | · | |
| P/S | 2.4 | 3.1 | 2.6 | · | 1.5 | 2.0 | 1.6 | · | 2.1 | 2.7 | 2.0 | · | 2.5 | 3.0 | 2.5 | · | |
| P/B | 2.4 | 3.2 | 2.8 | · | 2.6 | 3.2 | 2.6 | · | 3.1 | 3.9 | 3.0 | · | 3.9 | 4.7 | 4.1 | · | |
| P / Tangible Book | 2.8 | 3.7 | 3.3 | · | 3.5 | 4.2 | 3.4 | · | 3.9 | 4.8 | 3.8 | · | 5.0 | 6.0 | 5.3 | · | |
| P / Cash Flow | · | · | 22.5 | · | · | · | 152.5 | · | · | · | 23.7 | · | · | · | 308.9 | · | |
| P / FCF | · | · | 23.0 | · | · | · | 172.1 | · | · | · | 23.8 | · | · | · | 366.8 | · | |
| Earnings Yield | 3.4% | 1.9% | 1.6% | · | 1.9% | 2.2% | 3.7% | · | 4.3% | 2.6% | 2.5% | · | -0.79% | -0.78% | -1.4% | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | 2021-06-30 | |
|---|---|---|---|---|---|
| Revenue | $88M | $93M | $98M | $92M | $78M |
| Gross Margin % | 70.1% | 70.3% | 72.1% | 73.3% | 75.4% |
| Operating Margin % | 5.0% | 6.4% | 1.4% | -2.3% | 9.4% |
| Net Income | $32M | $8M | $2M | $-2M | $7M |
| Diluted EPS | $1.13 | $0.25 | $0.06 | $-0.08 | $0.21 |
Balance Sheet
| 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | 2021-06-30 | |
|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.7 | 1.7 | 1.7 | 1.5 |
| Quick Ratio | 1.5 | 1.6 | 1.6 | 1.6 | 1.4 |
Cash Flow
| 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 | 2021-06-30 | |
|---|---|---|---|---|---|
| Free Cash Flow | $5M | $12M | $4M | $7M | $13M |
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Institutional owners (13F) 115 filers · $82.5M total · As of June 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.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 23 (0 vs prior Q) | 21 (+2 vs prior Q) | 26 (-8 vs prior Q) | 36 (0 vs prior Q) | +1.0M |
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 |
|---|---|---|---|---|
| OAKTOP CAPITAL MANAGEMENT II, L.P. | $16,832,611 | 2,671,843 | 20.41% | Shares |
| VANGUARD GROUP INC | $14,575,723 | 1,416,494 | 17.67% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $5,116,028 | 812,068 | 6.20% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $4,794,294 | 760,999 | 5.81% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $3,959,059 | 628,422 | 4.80% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3,669,700 | 582,492 | 4.45% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3,530,054 | 560,326 | 4.28% | Shares |
| STATE STREET CORP | $2,517,726 | 399,639 | 3.05% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $2,493,814 | 395,706 | 3.02% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $2,368,145 | 375,896 | 2.87% | Shares |
| TWO SIGMA INVESTMENTS, LP | $1,964,838 | 311,879 | 2.38% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $1,950,934 | 309,672 | 2.37% | Shares |
| Qube Research & Technologies Ltd | $1,395,167 | 221,455 | 1.69% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1,150,960 | 182,692 | 1.40% | Shares |
| TWO SIGMA ADVISERS, LP | $1,024,884 | 99,600 | 1.24% | Shares |
| NAVELLIER & ASSOCIATES INC | $1,022,748 | 162,341 | 1.24% | Shares |
| PRUDENTIAL FINANCIAL INC | $969,658 | 153,914 | 1.18% | Shares |
| Kassira Wealth Management LLC | $919,372 | 145,932 | 1.11% | Shares |
| Integrated Quantitative Investments LLC | $875,467 | 138,963 | 1.06% | Shares |
| RITHOLTZ WEALTH MANAGEMENT | $805,291 | 127,824 | 0.98% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $760,082 | 120,648 | 0.92% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $735,664 | 116,772 | 0.89% | Shares |
| JANUS HENDERSON GROUP PLC | $724,034 | 91,766 | 0.88% | Shares |
| CVFG LLC | $524,406 | 83,239 | 0.64% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $511,377 | 81,171 | 0.62% | Shares |
| Bank of New York Mellon Corp | $452,428 | 71,814 | 0.55% | Shares |
| GOLDMAN SACHS GROUP INC | $409,777 | 65,044 | 0.50% | Shares |
| D. E. Shaw & Co., Inc. | $401,619 | 63,749 | 0.49% | Shares |
| AlphaQuest LLC | $375,009 | 36,444 | 0.45% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $364,770 | 57,900 | 0.44% | Shares |
| STRS OHIO | $340,830 | 54,100 | 0.41% | Shares |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $308,310 | 48,938 | 0.37% | Shares |
| AMERIPRISE FINANCIAL INC | $290,512 | 46,113 | 0.35% | Shares |
| Point72 Asset Management, L.P. | $262,011 | 41,589 | 0.32% | Shares |
| Hillsdale Investment Management Inc. | $220,500 | 35,000 | 0.27% | Shares |
| BlackRock, Inc. | $213,709 | 33,922 | 0.26% | Shares |
| Linden Thomas Advisory Services, LLC | $202,451 | 32,135 | 0.25% | Shares |
| OCCUDO QUANTITATIVE STRATEGIES LP | $201,587 | 31,998 | 0.24% | Shares |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $180,596 | 28,666 | 0.22% | Shares |
| State of Wyoming | $165,967 | 26,344 | 0.20% | Shares |
| Verdad Advisers, LP | $165,614 | 26,288 | 0.20% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $157,639 | 25,022 | 0.19% | Shares |
| Squarepoint Ops LLC | $156,511 | 24,843 | 0.19% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $153,008 | 24,287 | 0.19% | Shares |
| BARCLAYS PLC | $136,092 | 21,602 | 0.17% | Shares |
| RHUMBLINE ADVISERS | $133,836 | 21,245 | 0.16% | Shares |
| GLOBEFLEX CAPITAL L P | $132,886 | 21,093 | 0.16% | Shares |
| Graham Capital Management, L.P. | $125,616 | 19,939 | 0.15% | Shares |
| Assenagon Asset Management S.A. | $116,197 | 18,444 | 0.14% | Shares |
| ALLIANCEBERNSTEIN L.P. | $115,667 | 14,660 | 0.14% | Shares |
| Schonfeld Strategic Advisors LLC | $109,663 | 17,407 | 0.13% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $94,500 | 15,000 | 0.11% | Shares |
| WELLS FARGO & COMPANY/MN | $94,046 | 14,928 | 0.11% | Shares |
| BANK OF AMERICA CORP /DE/ | $89,913 | 14,272 | 0.11% | Shares |
| FMR LLC | $89,246 | 14,166 | 0.11% | Shares |
| OXFORD ASSET MANAGEMENT LLP | $88,213 | 14,002 | 0.11% | Shares |
| Kathmere Capital Management, LLC | $86,115 | 13,669 | 0.10% | Shares |
| PRELUDE CAPITAL MANAGEMENT, LLC | $85,050 | 13,500 | 0.10% | Shares |
| MEEDER ASSET MANAGEMENT INC | $83,437 | 13,244 | 0.10% | Shares |
| CITADEL ADVISORS LLC | $79,380 | 12,600 | 0.10% | Put option |
| LPL Financial LLC | $74,019 | 11,749 | 0.09% | Shares |
| Vanguard Global Advisers, LLC | $51,238 | 8,133 | 0.06% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $48,523 | 7,702 | 0.06% | Shares |
| Police & Firemen's Retirement System of New Jersey | $45,423 | 7,210 | 0.06% | Shares |
| CITIGROUP INC | $43,067 | 6,836 | 0.05% | Shares |
| Invesco Ltd. | $42,204 | 6,699 | 0.05% | Shares |
| Amundi | $36,779 | 5,838 | 0.04% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $21,307 | 3,382 | 0.03% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $20,009 | 3,176 | 0.02% | Shares |
| TOTH FINANCIAL ADVISORY CORP | $18,900 | 3,000 | 0.02% | Shares |
| MORGAN STANLEY | $16,689 | 2,649 | 0.02% | Shares |
| Russell Investments Group, Ltd. | $14,590 | 2,316 | 0.02% | Shares |
| Arax Advisory Partners | $14,307 | 2,271 | 0.02% | Shares |
| NORTHERN TRUST CORP | $14,024 | 2,226 | 0.02% | Shares |
| CWM, LLC | $13,547 | 1,717 | 0.02% | Shares |
| Tower Research Capital LLC (TRC) | $13,243 | 2,102 | 0.02% | Shares |
| Legal & General Group Plc | $9,803 | 1,556 | 0.01% | Shares |
| Triumph Capital Management | $9,482 | 1,505 | 0.01% | Shares |
| Ameritas Investment Partners, Inc. | $9,393 | 1,491 | 0.01% | Shares |
| SIMPLEX TRADING, LLC | $8,328 | 1,322 | 0.01% | Shares |
| ACADIAN ASSET MANAGEMENT LLC | $6,926 | 1,100,752 | 0.01% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6,880 | 872 | 0.01% | Shares |
| OSAIC HOLDINGS, INC. | $6,709 | 1,065 | 0.01% | Shares |
| Allworth Financial LP | $6,300 | 1,000 | 0.01% | Shares |
| FEDERATED HERMES, INC. | $4,914 | 780 | 0.01% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4,347 | 551 | 0.01% | Shares |
| Nuveen, LLC | $3,522 | 559 | 0.00% | Shares |
| Nuveen Asset Management, LLC | $3,483 | 559 | 0.00% | Shares |
| SOA Wealth Advisors, LLC. | $3,150 | 500 | 0.00% | Shares |
| ROYAL BANK OF CANADA | $3,000 | 503 | 0.00% | Shares |
| NISA INVESTMENT ADVISORS, LLC | $2,507 | 398 | 0.00% | Shares |
| GPS Wealth Strategies Group, LLC | $2,058 | 200 | 0.00% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $1,997 | 317 | 0.00% | Shares |
| DEUTSCHE BANK AG\ | $1,726 | 274 | 0.00% | Shares |
| Parallel Advisors, LLC | $1,613 | 256 | 0.00% | Shares |
| SBI Securities Co., Ltd. | $1,449 | 230 | 0.00% | Shares |
| GROUP ONE TRADING LLC | $1,266 | 201 | 0.00% | Shares |
| Advisors Asset Management, Inc. | $1,090 | 175 | 0.00% | Shares |
| Sterling Capital Management LLC | $869 | 138 | 0.00% | Shares |
| JPMORGAN CHASE & CO | $762 | 119 | 0.00% | Shares |
Company insiders 21 insiders · 4 officers · 7 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Ashutosh Roy | Chief Executive Officer | Sept. 30, 2021 A | 8,767,050 | 0 | 0 | $0 |
| Rao Jadcherla Chandrasekhar | SVP, Products and Services | Nov. 15, 2024 A | — | 0 | 0 | $0 |
| Todd Woodstra | Senior VP, Global Sales | Sept. 1, 2017 A | — | 0 | 0 | $0 |
| Joseph Glenn Brown | Vice President of Global Sales | Nov. 10, 2016 A | — | 0 | 0 | $0 |
| Gunjan Sinha | Director | Oct. 24, 2025 M | 819,795 | 0 | 0 | $0 |
| Phiroz P Darukhanavala | Director | Sept. 30, 2021 A | 2,500 | 0 | 0 | $0 |
| Russell Christine | Director | Sept. 30, 2021 A | 2,500 | 0 | 0 | $0 |
| Brett A Shockley | Director | Sept. 30, 2021 A | 2,500 | 0 | 0 | $0 |
| David S Scott | Director | Dec. 7, 2015 A | — | 0 | 0 | $0 |
| Mark A Wolfson | Director | May 9, 2013 J | 0 | 0 | 0 | $0 |
| OAK HILL CAPITAL PARTNERS L P | 10% owner | March 8, 2013 J | 0 | 0 | 0 | $0 |
| Eric Smit | — | Feb. 2, 2026 M | 129,187 | 0 | 7 | $-375,000 |
| Promod Narang | — | Sept. 30, 2021 A | 298,884 | 0 | 0 | $0 |
| LIVE OAK TRUST | — | Sept. 10, 2013 G | 858,456 | 0 | 0 | $0 |
| BASS ROBERT M | — | Sept. 10, 2013 G | 858,456 | 0 | 0 | $0 |
| BASS ANNE T | — | Sept. 10, 2013 G | 858,456 | 0 | 0 | $0 |
| Charles W Jepson | — | June 24, 2013 M | 0 | 0 | 0 | $0 |
| David G Brown | — | May 9, 2013 J | 90,662 | 0 | 0 | $0 |
| CRANDALL J TAYLOR | — | May 9, 2013 J | 565,677 | 0 | 0 | $0 |
| OAK HILL CAPITAL MANAGEMENT PARTNERS LP | — | March 8, 2013 J | 0 | 0 | 0 | $0 |
| Thomas Michael Hresko | — | Sept. 10, 2012 M | 4,700 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 13 positions
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 |
|---|---|---|---|---|---|
| Philotimo Fund, LP, Philotimo Focused Growth & Income Fund, Kanen Wealth Management LLC, Kanen David ×8 filings | Nov. 13, 2025 | 4.39% | Amendment | — | SEC |
| Live Oak Trust, Robert M. Bass, Anne T. Bass, Keystone Group, L.P., Keystone MGP, L.L.C, FW Private Investments, L.P., FW Investment Genpar, L.P., FW Investment Genpar MGP, LLC, Capital Partnership, L.P., Capital GenPar, L.L.C., Group VI 31, L.L.C., J. Taylor Crandall | Dec. 28, 2020 | — | Initial filing | — | SEC |
| Ashutosh Roy ×2 filings | Feb. 13, 2020 | — | Initial filing | — | SEC |
| Vector Capital IV, L.P., Vector Capital Partners IV, L.P., Vector Entrepreneur Fund III, L.P., Vector Capital Partners III, L.P., Vector Capital, L.L.C., Alexander R. Slusky ×4 filings | Sept. 12, 2017 | — | Initial filing | — | SEC |
| Discovery Equity Partners, L.P., Discovery Group I, LLC, Daniel J. Donoghue, Michael R. Murphy ×2 filings | Sept. 7, 2016 | — | Initial filing | — | SEC |
| OR ×4 filings | May 10, 2016 | — | Initial filing | — | SEC |
| Undisclosed reporting person | July 9, 2015 | — | Initial filing | — | SEC |
| Undisclosed reporting person | July 9, 2015 | — | Initial filing | — | SEC |
| Oak Hill Venture Fund I, L.P., OHVF GenPar I, L.P., OHVF MGP I, LLC, Group Investors, LLC, FW Investors V, L.P., FW Management II, LLC | May 13, 2013 | — | Initial filing | — | SEC |
| Oak Hill Capital Partners, L.P., Oak Hill Capital Management Partners, L.P., OHCP GenPar, L.P., OHCP MGP, LLC, Oak Hill Venture Fund I, L.P., OHVF GenPar I, L.P., OHVF MGP I, LLC, Group Investors, LLC, FW Investors V, L.P., FW Management II, LLC, Robert M. Bass, Capital Partnership, L.P., Capital GenPar, LLC, David G. Brown, Mark A. Wolfson, Group III 31, LLC, J. Taylor Crandall (in the capacity described herein), Woodside Partners, L.P., Tonandowah, L.L.C. ×7 filings | March 13, 2013 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Dec. 28, 2004 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Oct. 1, 2004 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | April 6, 2004 | — | Initial filing | — | 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.
ETF ownership Held by 30 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 |
|---|---|---|---|---|
| ROSC · Lattice Strategies Trust | 0.40% | 29,268 NS | April 30, 2026 | N-PORT |
| JSML · Janus Detroit Street Trust | 0.21% | 86,038 NS | April 30, 2026 | N-PORT |
| IWC · iShares Trust | 0.03% | 56,421 SH | Aug. 8, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.02% | 340 NS | April 30, 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.02% | 21,712 NS | May 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.01% | 114,826 SH | Aug. 8, 2026 | Daily |
| PNQI · Invesco Exchange-Traded Fund Trust | 0.01% | 4,100 SH | Aug. 8, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.00% | 91,768 NS | April 30, 2026 | N-PORT |
| IWM · iShares Trust | 0.00% | 431,325 SH | Aug. 8, 2026 | Daily |
| RSSL · Global X Funds | 0.00% | 7,141 NS | April 30, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 1,929 NS | April 30, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.00% | 61,829 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.00% | 760 NS | May 31, 2026 | N-PORT |
| IWN · iShares Trust | 0.00% | 52,232 SH | Aug. 8, 2026 | Daily |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.00% | 8,017 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.00% | 593 NS | May 31, 2026 | N-PORT |
| URTY · ProShares Trust | 0.00% | 598 NS | May 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 51,121 NS | April 30, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 774 NS | May 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 2,095 NS | April 30, 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 15 NS | May 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 1,504 NS | April 30, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 2,557 NS | April 30, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 1,372 NS | April 30, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 198,557 SH | Aug. 8, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 595,590 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.00% | 96,932 SH | Aug. 8, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,973 SH | Aug. 8, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.00% | 13,506 SH | Aug. 8, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 1,347 SH | Aug. 8, 2026 | Daily |