EGHT 8x8 Inc - Common stock
$2.07
Price · Aug 19, 2026
Fundamentals as of Aug 5, 2026
52W Range
$2–$3
37% of range
Analyst Rating
BUY
9 analysts
Price Target
$3
+25% upside
P/E (TTM)
207.0
ROE
1.2%
Net Profit Margin
0.22%
About 8x8 Inc - Common stock Company overview from Wikipedia
8x8, Inc. is an American provider of cloud communications and customer experience software for businesses. The company offers unified communications, contact center, and communications platform as a service (CPaaS) delivered via a cloud-based architecture. 8x8 is headquartered in Campbell, California. Its common stock trades on the Nasdaq under the ticker symbol EGHT, and the company is led by Samuel Wilson.
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8x8, Inc. is an American provider of cloud communications and customer experience software for businesses. The company offers unified communications, contact center, and communications platform as a service (CPaaS) delivered via a cloud-based architecture. 8x8 is headquartered in Campbell, California. Its common stock trades on the Nasdaq under the ticker symbol EGHT, and the company is led by Samuel Wilson.
The rest of 8x8's C-suite includes Kevin Kraus as Chief Financial Officer, Hunter Middleton as Chief Product Officer, Stephen Hamill as Chief Revenue Officer, Bruno Bertini as Chief Marketing Officer, Walt Weisner as Chief Customer Officer, Laurence Denny as Chief Legal Officer, Bryan R. Martin as Chief Technology Officer, and Joel Neeb as Chief Transformation and Business Operations Officer.
The 8x8 Board is Jaswinder Pal Singh as Chairman of the Board, along with directors Monique Bonner, Andrew Burton, Todd Ford, Alison Gleeson, John Pagliuca, and Elizabeth Theophille. CEO Samuel Wilson also serves on the board.
History
The company was founded in 1987 by Chi-Shin Wang and Y. W. Sing, formerly of Weitek, as Integrated Information Technology, Inc., or IIT. The name was changed to 8x8 in 1996. According to the company, IIT began as an integrated circuit designer. The company produced math coprocessors for x86 microprocessors, as well as Graphics accelerator cards for the personal computer market during the late 1980s. The company later changed its name to 8x8, and began producing products for the videoconferencing market.
8x8 went public on the NASDAQ market in 1997. The company moved their trading to NYSE in 2017, under the ticker symbol EGHT.
In March 2000, 8x8 relaunched itself as a VoIP service provider under the name Netergy Networks. The company changed its name back to 8x8 in July 2001. 8x8 began trading on the Nasdaq SmallCap Market July 26, 2002. The company's stock was listed on the New York Stock Exchange for a time before switching back to Nasdaq in November 2022.
In 2003, the company launched a videophone service. In July 2007, after startup SunRocket was liquidated, 8x8 entered an agreement to accept 200,000 of its customers.
Products and Services
The 8x8 platform unifies UCaaS, CCaaS, and CPaaS capabilities, with AI embedded throughout to enhance agent productivity, customer insights, and business outcomes. It also offers a technology partner ecosystem allowing integrations with third-party products.
The platform includes:
Contact Center
Contact Center: Omnichannel routing, agent/supervisor workspaces - AI-driven agent assist and customer self-service - Workforce engagement, quality management, and analytics - SecurePay for compliant transactions - Intelligent directory and proactive outreach
Unified Communications
8x8’s Unified Communications solution includes- 8x8 Work: Cloud telephony, messaging, and video meetings - 8x8 Conversation IQ: Conversational analytics and transcription - 8x8 FrontDesk: Receptionist console - Microsoft Teams integrations, including Operator Connect and Direct Routing - 8x8 Engage: CX beyond the contact center.
CPaaS and APIs
SMS, voice, and video APIs - Authentication and fraud prevention - AI-driven bots and orchestration tools.
Technology Partner Ecosystem (TPES)
8x8 offers integrations with Salesforce, ServiceNow, HubSpot, Google, Microsoft, and over 50 other partners.
Acquisitions
Since its founding in 1987, 8x8 has made several acquisitions of other companies within the VoIP, cloud services, contact center, and video conferencing industries.
In May 1999, 8x8 acquired Odisei This was followed, in May 2000, with the acquisition of U|Force, to acquire network and server VoIP technologies.
In May 2010, 8x8 acquired Central Host, a California-based managed hosting company. In June 2011, the company announced the acquisition of Zerigo, a Colorado-based cloud services company. In September 2011, 8x8 acquired Contactual, a hosted contact center company. In 2013, it acquired United Kingdom-based Voicenet, another cloud services company.
In May 2015, 8x8 acquired privately held UK-based DXI Ltd., a cloud-based contact center solutions vendor for $26 million in cash and stock. The same month, 8x8 announced the acquisition of MarianaIQ (MIQ), to transform both employee and customer experience. The following month, the company acquired assets of the privately held Quality Software Corp. (QSC) as well as two affiliated companies.
In October 2018, 8x8 acquired Jitsi, an open source tool for chat and video conferencing, from Atlassian. In July 2019, it acquired Wavecell, a CPaaS (communications platform as a service) provider headquartered in Singapore. In January 2020, 8x8 acquired the Finnish startup, callstats.io, a SaaS call quality monitoring service that measures call quality in WebRTC apps.
On December 1, 2021, then-CEO Dave Sipes announced the company intended to acquire Fuze, a CCaaS (contact center as a service) mobile marketing and messaging company for enterprise. The acquisition was publicly confirmed on January 18, 2022. In January 2026, it was announced that 8x8 had acquired Singapore-based Maven Lab, expanding its reach within the APAC region.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
EGHT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$2.07
Market Cap
$292M
P/E (TTM)
207.0
EPS (TTM)
$0.01
Revenue (TTM)
$736M
Div Yield
—
ROE
1.2%
Debt/Equity
2.2
52W Range
$2 – $3
EGHT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$736M
2017-03-31
→
2026-03-31
EPS
$0.01
2017-03-31
→
2026-03-31
Free Cash Flow
$52M
2017-03-31
→
2026-03-31
Margins
0.22%
2024-03-31
→
2026-03-31
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
EGHT
Peer Median
P/E (TTM)
207.0
88.1
P/S (TTM)
0.4
2.3
P/B
2.0
3.8
EV / EBITDA
14.1
—
Price / FCF
5.6
—
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
EGHT
Peer Median
Gross Margin
64.6%
71.2%
Operating Margin
2.6%
—
Net Profit Margin
0.22%
-8.1%
ROA
0.24%
-5.9%
ROE
1.2%
-10.5%
ROIC
1.9%
—
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
EGHT
Peer Median
Debt / Equity
2.2
31.1
Current Ratio
1.1
1.9
Quick Ratio
0.8
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
EGHT
Peer Median
Revenue YoY
2.9%
—
Revenue CAGR 3Y
-0.37%
—
Revenue CAGR 5Y
6.7%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
EGHT
Peer Median
EGHT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
9 analysts
- Strong Buy 2 22.2%
- Buy 5 55.6%
- Hold 1 11.1%
- Sell 1 11.1%
- Strong Sell 0 0.0%
12-Month Price Target
3 analysts · 2026-08-19
Median
$3.00
Mean
$2.58
Now
$2.07
Low
$1.50
High
$3.25
Median target
$3.00
+44.9%
Mean target
$2.58
+24.8%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.02%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| Dec. 31, 2026 | $0.11 | $0.08 | — |
| June 30, 2026 | $0.10 | $0.09 | 0.01% |
| March 31, 2026 | $0.11 | $0.08 | 0.03% |
| Dec. 31, 2025 | $0.12 | $0.09 | 0.03% |
| Sept. 30, 2025 | $0.09 | $0.07 | 0.02% |
| June 30, 2025 | $0.08 | $0.08 | 0.00% |
| March 31, 2025 | $0.08 | $0.08 | 0.00% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| EGHT | $234M | 166.0 | 2.9% | 0.22% | 1.2% | 64.6% |
| IIIV | — | 45.1 | 16.5% | — | 4.7% | — |
| CRNC | $540M | -29.0 | -24.1% | -7.4% | -12.5% | 72.7% |
| BLND | $778M | -30.4 | 6.8% | -5.5% | 31.0% | 73.8% |
| SLNH | $120M | -0.5 | -21.8% | -179.7% | -260.1% | 6.0% |
| GLOO | $0 | -0.8 | 307.7% | -166.0% | 150.0% | — |
| CD | — | — | — | — | — | — |
| LAW | $491M | -10.8 | 8.3% | -28.3% | -33.4% | 74.9% |
| KLTR | $242M | -20.5 | 1.2% | -6.7% | -103.7% | 70.6% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 16
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $736M | $715M | $729M | $744M | $638M | $532M | $446M | $353M | $296M | $253M | $209M | $162M | |
| Cost of Revenue | $261M | $230M | $225M | $241M | $248M | · | · | · | $20M | $20M | $20M | $16M | |
| Gross Profit | $475M | $485M | $504M | $502M | $391M | · | · | · | · | · | · | · | |
| R&D Expense | $113M | $123M | $136M | $142M | $112M | $92M | $78M | $62M | $36M | $29M | $24M | $15M | |
| SG&A Expense | $91M | $82M | $112M | $108M | $118M | $100M | $87M | $72M | $52M | $42M | $26M | $18M | |
| Operating Expenses | $456M | $470M | $531M | $569M | $545M | $678M | $606M | $442M | $338M | $260M | $216M | $159M | |
| Operating Income | $19M | $15M | $-28M | $-66M | $-154M | $-146M | $-160M | $-90M | $-42M | $-7M | $-7M | $4M | |
| Other Non-op | $-292.0K | $-4M | $-731.0K | $501.0K | $206.0K | $154.0K | $-12M | $1M | $4M | $2M | $1M | $833.0K | |
| Pretax Income | $4M | $-24M | $-64M | $-70M | $-176M | $-165M | $-172M | $-88M | $-38M | $-5M | $-6M | $5M | |
| Income Tax | $2M | $3M | $4M | $3M | $-387.0K | $843.0K | $832.0K | $569.0K | $66M | $-126.0K | $-847.0K | $3M | |
| Net Income | $2M | $-27M | $-68M | $-73M | $-175M | $-166M | $-172M | $-89M | $-104M | $-5M | $-5M | $2M | |
| EPS (Basic) | $0.01 | $-0.21 | $-0.56 | $-0.63 | $-1.55 | $-1.57 | $-1.72 | · | $-1.14 | $-0.05 | $-0.06 | $0.02 | |
| EPS (Diluted) | $0.01 | $-0.21 | $-0.56 | $-0.63 | $-1.55 | $-1.57 | $-1.72 | · | $-1.14 | $-0.05 | $-0.06 | $0.02 | |
| Shares (Basic) | 137,669,000 | 129,767,000 | 121,106,000 | 115,959,000 | 113,354,000 | 105,700,000 | 99,999,000 | · | 92,017,000 | 90,340,000 | 88,477,000 | 89,071,000 | |
| Shares (Diluted) | 142,629,000 | 129,767,000 | 121,106,000 | 115,959,000 | 113,354,000 | 105,700,000 | 99,999,000 | · | 92,017,000 | 90,340,000 | 88,477,000 | 91,652,000 | |
| EBITDA | $37M | $35M | $-803.0K | $-29M | $-112M | $-107M | $-131M | $-91M | $-26M | $4M | $-7M | $4M |
Balance Sheet 29
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $93M | $88M | $116M | $111M | $91M | $113M | $137M | $277M | $32M | $41M | $34M | $53M | |
| Short-term Investments | · | $0 | $1M | $26M | $45M | $40M | $33M | $70M | $121M | $134M | $129M | $124M | |
| Receivables | $57M | $50M | $59M | $62M | $57M | $51M | $38M | $20M | $16M | $14M | $11M | $7M | |
| Inventory | · | · | · | · | · | · | · | · | · | $908.0K | $520.0K | $704.0K | |
| Prepaid Expense | $24M | $22M | $18M | $19M | $24M | $18M | $14M | $8M | · | · | · | · | |
| Other Current Assets | $33M | $35M | $35M | $35M | $38M | $34M | $36M | $15M | $10M | $8M | $5M | $2M | |
| Current Assets | $210M | $204M | $248M | $273M | $276M | $277M | $277M | $397M | $179M | $197M | $186M | $192M | |
| PP&E (Net) | $46M | $48M | $53M | $58M | $79M | $93M | $94M | $53M | $36M | $24M | $12M | $10M | |
| PP&E (Gross) | $258M | $245M | $239M | $226M | $197M | $185M | $168M | $102M | $69M | $48M | $29M | $26M | |
| Accum. Depreciation | $212M | $197M | $185M | $168M | $118M | $92M | $74M | $49M | $33M | $24M | $17M | $16M | |
| Goodwill | $276M | $272M | $267M | $267M | $267M | $132M | $128M | $40M | $40M | $46M | $47M | $37M | |
| Intangibles | $58M | $68M | $87M | $107M | $128M | $17M | $24M | $12M | $12M | $17M | $21M | $12M | |
| Other Non-current Assets | $12M | $13M | $13M | $16M | $18M | $21M | $20M | $3M | $3M | $407.0K | $3M | $1M | |
| Total Assets | $663M | $683M | $756M | $842M | $910M | $678M | $701M | $546M | $277M | $334M | $313M | $296M | |
| Accounts Payable | $37M | $46M | $49M | $47M | $50M | $31M | $40M | $32M | $24M | $19M | $11M | $8M | |
| Accrued Liabilities | $70M | $63M | $78M | $74M | · | · | · | · | · | · | · | · | |
| Current Liabilities | $193M | $169M | $173M | $230M | $192M | $121M | $123M | $75M | $56M | $43M | $35M | $22M | |
| Capital Leases | $39M | $49M | $57M | $66M | $75M | $82M | $92M | $110.0K | $459.0K | $869.0K | $816.0K | $0 | |
| Other Non-current Liabilities | $2M | $3M | $7M | $7M | $3M | $3M | $2M | $6M | $2M | $2M | $3M | $1M | |
| Total Liabilities | $516M | $561M | $654M | $742M | $728M | $518M | $510M | $297M | $58M | $45M | $38M | $23M | |
| Long-term Debt | $321M | $350M | $410M | · | · | · | · | · | · | · | · | · | |
| Total Debt | $321M | $350M | · | · | $447M | $308M | $292M | $216M | · | · | · | · | |
| Common Stock | $141.0K | $134.0K | $125.0K | $115.0K | $118.0K | $109.0K | $103.0K | $96.0K | $93.0K | $91.0K | $89.0K | $88.0K | |
| Paid-in Capital | $1.04B | $1.02B | $974M | $906M | $957M | $756M | $625M | $507M | $426M | $413M | $389M | $379M | |
| Retained Earnings | $-886M | $-888M | $-861M | $-793M | $-766M | $-591M | $-423M | $-250M | $-201M | $-115M | $-110M | $-105M | |
| AOCI | $-6M | $-9M | $-12M | $-13M | $-8M | $-4M | $-12M | $-7M | $-6M | $-10M | $-4M | $-2M | |
| Stockholders' Equity | $147M | $122M | $102M | $100M | $182M | $161M | $191M | $249M | $219M | $289M | $275M | $272M | |
| Liabilities + Equity | $663M | $683M | $756M | $842M | $910M | $678M | $701M | $546M | $277M | $334M | $313M | $296M | |
| Shares Outstanding | 141,164,000 | 134,355,000 | 125,194,000 | 114,659,000 | 117,863,000 | 109,134,739 | 103,178,621 | 96,119,888 | 92,847,354 | 91,500,091 | 89,213,205 | 88,065,528 |
Cash Flow 17
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $18M | $20M | $27M | $37M | $42M | $39M | $28M | $18M | $11M | $10M | $9M | $6M | |
| Stock-based Comp | $20M | $40M | $62M | $90M | $133M | $108M | $71M | $45M | $29M | $21M | $16M | $9M | |
| Deferred Tax | · | · | $0 | $0 | $-1M | $0 | $0 | $0 | $66M | $-411.0K | $-1M | $2M | |
| Amort. of Intangibles | $14M | $19M | $20M | $21M | $8M | $7M | $9M | $6M | $5M | $4M | $4M | $2M | |
| Other Non-cash | $16M | $31M | $58M | $-4M | $36M | $5M | $-21M | · | $15M | $2M | · | · | |
| Operating Cash Flow | $56M | $64M | $79M | $49M | $35M | $-14M | $-94M | $-15M | $22M | $28M | $24M | $21M | |
| CapEx | $4M | $2M | $3M | $3M | $4M | $6M | $36M | $9M | $9M | $9M | $5M | $6M | |
| Investing Cash Flow | $-21M | $-16M | $9M | $6M | $-160M | $-36M | $-106M | $11M | $-7M | $-22M | · | · | |
| Debt Issued | $0 | $200M | $0 | $235M | $0 | · | · | · | · | · | · | · | |
| Net Debt Issued | $0 | $200M | $0 | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Stock Repurchased | $2M | $0 | $0 | $60M | $45M | $0 | $0 | $8M | $22M | $3M | $12M | $19M | |
| Net Stock Activity | $-2M | $0 | $0 | $-60M | $-45M | $-69.0K | $-7M | $-8M | $-22M | $-3M | $-12M | $-19M | |
| Financing Cash Flow | $-30M | $-75M | $-83M | $-38M | $105M | $13M | $72M | $249M | $-16M | $2M | · | · | |
| Net Change in Cash | $6M | $-27M | $4M | $12M | $-20M | $-35M | $-128M | $245M | $-1M | $7M | $-20M | $-6M | |
| Taxes Paid | $2M | $4M | $6M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $52M | $61M | $76M | $46M | $31M | $-20M | $-130M | $-24M | $13M | $20M | $19M | $15M |
Profitability 8
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 64.6% | 67.9% | 69.1% | · | · | · | · | · | · | · | · | · | |
| Operating Margin | 2.6% | 2.1% | -3.8% | -8.9% | -24.2% | -27.5% | -35.8% | -25.8% | -14.1% | -2.6% | -3.4% | 2.4% | |
| Net Margin | 0.22% | -3.8% | -9.3% | -9.8% | -27.5% | -31.1% | -38.6% | -25.2% | -35.2% | -1.9% | -2.5% | 1.2% | |
| Pretax Margin | 0.48% | -3.4% | -8.8% | -9.4% | -27.5% | -30.9% | -38.4% | -25.0% | -12.9% | -1.9% | -2.9% | 2.9% | |
| EBITDA Margin | 5.0% | 4.9% | -0.11% | -4.0% | -17.6% | -20.1% | -29.4% | -25.8% | -8.8% | 1.5% | -3.4% | 2.4% | |
| ROA | 0.24% | -3.8% | -8.5% | -8.3% | -22.1% | -24.0% | -27.7% | -21.6% | -34.2% | -1.5% | -1.7% | 0.65% | |
| ROE | 1.2% | -23.1% | -63.9% | -77.0% | -117.1% | -101.0% | -84.0% | -37.2% | -41.2% | -1.7% | -1.9% | 0.70% | |
| ROIC | 1.9% | 3.6% | -28.6% | -69.0% | -24.4% | -31.3% | -33.3% | -19.7% | -52.4% | -2.2% | -2.2% | 0.58% |
Liquidity & Solvency 4
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.2 | 1.4 | 1.2 | 1.4 | 2.3 | 2.2 | 5.3 | 3.2 | 4.6 | 5.4 | 8.8 | |
| Quick Ratio | 0.8 | 0.8 | 1.0 | 0.9 | 1.0 | 1.7 | 1.7 | 4.9 | 3.0 | 4.4 | 5.0 | 8.4 | |
| Debt / Equity | 2.2 | 2.9 | · | · | 2.5 | 1.9 | 1.5 | 0.9 | · | · | · | · | |
| LT Debt / Equity | 1.9 | 2.8 | · | · | 2.5 | 1.9 | 1.5 | 0.9 | · | · | · | · |
Efficiency 3
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.0 | 0.9 | 0.8 | 0.8 | 0.8 | 0.7 | 0.9 | 1.0 | 0.8 | 0.7 | 0.5 | |
| Inventory Turnover | · | · | · | · | · | · | · | · | · | 27.6 | 33.0 | 20.9 | |
| Receivables Turnover | 13.8 | 13.2 | 12.0 | 12.4 | 11.8 | 12.0 | 15.4 | 19.3 | 19.4 | 20.0 | 23.6 | 26.7 |
Growth Rates 3
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.9% | -1.9% | -2.1% | 16.6% | 19.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | -0.37% | 3.9% | 11.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.7% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 14
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $736M | $715M | $729M | $744M | $638M | $532M | $446M | $353M | $296M | $253M | $209M | $162M | |
| Net Income TTM | $2M | $-27M | $-68M | $-73M | $-175M | $-166M | $-172M | $-89M | $-104M | $-5M | $-5M | $2M | |
| Market Cap | $234M | $269M | $338M | $478M | $1.48B | $3.54B | $1.43B | $1.94B | $1.73B | $1.40B | $897M | $740M | |
| Enterprise Value | $463M | $531M | · | · | $1.80B | $3.70B | $1.55B | $1.81B | · | · | · | · | |
| P/E | 166.0 | -9.5 | -4.8 | -6.6 | -8.1 | -20.7 | -8.1 | -15.9 | -16.4 | -305.0 | -167.7 | 420.0 | |
| P/S | 0.3 | 0.4 | 0.5 | 0.6 | 2.3 | 6.7 | 3.2 | 5.5 | 5.8 | 5.5 | 4.3 | 4.6 | |
| P/B | 1.6 | 2.2 | 3.3 | 4.8 | 8.1 | 22.1 | 7.5 | 7.8 | 7.9 | 4.8 | 3.3 | 2.7 | |
| P / Tangible Book | · | · | · | · | · | 298.7 | · | · | · | · | · | · | |
| P / Cash Flow | 4.2 | 4.2 | 4.3 | 9.8 | 42.8 | -251.7 | -15.2 | -130.6 | 78.6 | 49.0 | 38.1 | 34.8 | |
| P / FCF | 4.5 | 4.4 | 4.4 | 10.4 | 48.6 | -172.7 | -11.0 | -81.0 | 134.6 | 71.1 | 48.1 | 48.0 | |
| EV / EBITDA | 12.5 | 15.0 | · | · | -16.0 | -34.5 | -11.8 | -19.9 | · | · | · | · | |
| EV / FCF | 8.9 | 8.7 | · | · | 58.8 | -180.3 | -12.0 | -75.6 | · | · | · | · | |
| EV / Revenue | 0.6 | 0.7 | · | · | 2.8 | 6.9 | 3.5 | 5.1 | · | · | · | · | |
| Earnings Yield | 0.60% | -10.5% | -20.7% | -15.1% | -12.3% | -4.8% | -12.4% | -6.3% | -6.1% | -0.33% | -0.60% | 0.24% |
Income Statement 16
| Metric | Trend | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $190M | $185M | $185M | $184M | $181M | $177M | $179M | $181M | $178M | $179M | $181M | $185M | $183M | $185M | $184M | $187M | |
| Cost of Revenue | $74M | $68M | $67M | $65M | $61M | $57M | $58M | $58M | $57M | $57M | $56M | $57M | $55M | · | · | · | |
| Gross Profit | $116M | $117M | $118M | $119M | $120M | $120M | $121M | $123M | $121M | $122M | $125M | $128M | $129M | · | · | · | |
| R&D Expense | $28M | $30M | $27M | $28M | $28M | $30M | $30M | $31M | $32M | $34M | $33M | $34M | $35M | $36M | $35M | $36M | |
| SG&A Expense | $25M | $24M | $21M | $22M | $23M | $23M | $17M | $20M | $23M | $35M | $23M | $28M | $26M | $18M | $27M | $34M | |
| Operating Expenses | $112M | $114M | $109M | $114M | $120M | $120M | $112M | $116M | $122M | $137M | $134M | $130M | $130M | $-60M | $202M | $212M | |
| Operating Income | $4M | $3M | $10M | $5M | $565.0K | $419.0K | $9M | $7M | $-1M | $-14M | $-9M | $-3M | $-1M | $4M | $-18M | $-25M | |
| Other Non-op | $-902.0K | $258.0K | $-334.0K | $24.0K | $-240.0K | $-2M | $1M | $-2M | $-1M | $-1M | $-1M | $1M | $425.0K | $-392.0K | $317.0K | $479.0K | |
| Pretax Income | $-208.0K | $-28.0K | $6M | $975.0K | $-3M | $-5M | $4M | $-13M | $-10M | $-22M | $-21M | $-8M | $-14M | $-8M | $-26M | $-11M | |
| Income Tax | $992.0K | $-134.0K | $528.0K | $208.0K | $1M | $467.0K | $908.0K | $1M | $676.0K | $2M | $521.0K | $-389.0K | $1M | $2M | $37.0K | $599.0K | |
| Net Income | $-1M | $106.0K | $5M | $767.0K | $-4M | $-5M | $3M | $-15M | $-10M | $-24M | $-21M | $-7M | $-15M | $-9M | $-26M | $-12M | |
| EPS (Basic) | $-0.01 | $-0.01 | $0.04 | $0.01 | $-0.03 | $-0.04 | $0.02 | $-0.11 | $-0.08 | $-0.20 | $-0.17 | $-0.06 | $-0.13 | $-0.08 | $-0.23 | $-0.10 | |
| EPS (Diluted) | $-0.01 | $-0.01 | $0.04 | $0.01 | $-0.03 | $-0.04 | $0.02 | $-0.11 | $-0.08 | $-0.20 | $-0.17 | $-0.06 | $-0.13 | $-0.08 | $-0.23 | $-0.10 | |
| Shares (Basic) | 141,973,000 | -272,891,000 | 138,781,000 | 136,970,000 | 134,809,000 | -256,452,000 | 130,970,000 | 129,250,000 | 125,999,000 | -238,984,000 | 122,556,000 | 120,757,000 | 116,777,000 | -232,976,000 | 113,201,000 | 116,013,000 | |
| Shares (Diluted) | 141,973,000 | -276,667,000 | 142,926,000 | 141,561,000 | 134,809,000 | -261,224,000 | 135,742,000 | 129,250,000 | 125,999,000 | -238,984,000 | 122,556,000 | 120,757,000 | 116,777,000 | -232,976,000 | 113,201,000 | 116,013,000 | |
| EBITDA | $4M | · | $10M | $5M | $565.0K | · | $9M | $7M | $-1M | · | $-9M | $-3M | $-1M | · | $-18M | $-25M |
Balance Sheet 28
| Metric | Trend | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $91M | $93M | $87M | $76M | $81M | $88M | $104M | $117M | $131M | $116M | $169M | $144M | $122M | $111M | $93M | $101M | |
| Short-term Investments | · | · | · | · | · | $0 | $0 | $0 | $0 | $1M | $1M | $5M | $16M | · | $37M | $30M | |
| Receivables | $70M | $57M | $55M | $67M | $61M | $50M | $52M | $65M | $59M | $59M | $63M | $61M | $65M | · | $54M | $58M | |
| Prepaid Expense | $28M | $24M | $23M | $22M | $22M | $22M | $19M | $17M | $16M | $18M | · | · | · | · | · | · | |
| Other Current Assets | $38M | $33M | $35M | $34M | $36M | $35M | $30M | $30M | $33M | $35M | $33M | $34M | $33M | · | $32M | $38M | |
| Current Assets | $224M | $210M | $204M | $206M | $208M | $204M | $219M | $246M | $258M | $248M | $302M | $282M | $274M | · | $255M | $264M | |
| PP&E (Net) | $45M | $46M | $47M | $47M | $48M | $48M | $49M | $50M | $51M | $53M | $56M | $54M | $55M | · | $61M | $69M | |
| PP&E (Gross) | · | $258M | · | · | · | $245M | · | · | · | $239M | · | · | · | · | · | · | |
| Accum. Depreciation | · | $212M | · | · | · | $197M | · | · | · | $185M | · | · | · | · | · | · | |
| Goodwill | $276M | $276M | $274M | $274M | $274M | $272M | $266M | $269M | $266M | $267M | $267M | $266M | $266M | $267M | $266M | $262M | |
| Intangibles | $54M | $58M | $57M | $61M | $64M | $68M | $71M | $77M | $82M | $87M | $92M | $97M | $102M | · | $112M | $117M | |
| Other Non-current Assets | $12M | $12M | $13M | $13M | $14M | $13M | $14M | $14M | $13M | $13M | $14M | $14M | $15M | · | $16M | $17M | |
| Total Assets | $673M | $663M | $662M | $671M | $684M | $683M | $698M | $740M | $756M | $756M | $827M | $824M | $828M | · | $836M | $856M | |
| Accounts Payable | $38M | $37M | $36M | $43M | $43M | $46M | $53M | $51M | $52M | $49M | $49M | $49M | $43M | · | $41M | $44M | |
| Accrued Liabilities | $92M | $70M | $70M | $67M | $74M | $63M | $62M | $69M | $75M | $78M | · | · | · | · | · | · | |
| Current Liabilities | $213M | $193M | $180M | $184M | $176M | $169M | $176M | $209M | $172M | $173M | $231M | $229M | $236M | · | $165M | $169M | |
| Capital Leases | $39M | $39M | $42M | $44M | $47M | $49M | $50M | $53M | $55M | $57M | $59M | $62M | $63M | · | $68M | $68M | |
| Other Non-current Liabilities | $2M | $2M | $2M | $2M | $3M | $3M | $5M | $5M | $5M | $7M | $8M | $4M | $7M | · | $7M | $7M | |
| Total Liabilities | $525M | $516M | $519M | $538M | $556M | $561M | $585M | $630M | $651M | $654M | $717M | $713M | $724M | · | $746M | $771M | |
| Long-term Debt | $307M | $321M | $321M | $326M | $335M | $350M | $365M | $397M | · | $410M | · | · | · | · | · | · | |
| Total Debt | $307M | · | $321M | $326M | $335M | · | $365M | $397M | · | · | · | · | · | · | · | · | |
| Common Stock | $144.0K | $141.0K | $139.0K | $139.0K | $136.0K | $134.0K | $131.0K | $131.0K | $128.0K | $125.0K | $123.0K | $122.0K | $119.0K | · | $113.0K | $111.0K | |
| Paid-in Capital | $1.04B | $1.04B | $1.03B | $1.03B | $1.02B | $1.02B | $1.01B | $999M | $987M | $974M | $956M | $941M | $924M | · | $888M | $867M | |
| Retained Earnings | $-887M | $-886M | $-886M | $-891M | $-892M | $-888M | $-882M | $-885M | $-871M | $-861M | $-837M | $-816M | $-808M | · | $-783M | $-757M | |
| AOCI | $-6M | $-6M | $-4M | $-5M | $-3M | $-9M | $-13M | $-4M | $-12M | $-12M | $-10M | $-16M | $-11M | · | $-15M | $-25M | |
| Stockholders' Equity | $148M | $147M | $143M | $133M | $128M | $122M | $113M | $110M | $105M | $102M | $110M | $110M | $105M | $100M | $90M | $85M | |
| Liabilities + Equity | $673M | $663M | $662M | $671M | $684M | $683M | $698M | $740M | $756M | $756M | $827M | $824M | $828M | · | $836M | $856M | |
| Shares Outstanding | 143,970,000 | 141,164,000 | 139,293,000 | 138,569,000 | 135,747,000 | 134,355,000 | 131,472,684 | 130,516,596 | 127,962,761 | 125,194,000 | 123,219,383 | 121,858,602 | 119,231,643 | 114,659,000 | 112,834,000 | 111,445,000 |
Cash Flow 12
| Metric | Trend | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $4M | $5M | $4M | $5M | $6M | $8M | $10M | $9M | $13M | $15M | $14M | $15M | $18M | $16M | $21M | $25M | |
| Amort. of Intangibles | $4M | $4M | $4M | $4M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | |
| Operating Cash Flow | $17M | $14M | $21M | $9M | $12M | $6M | $27M | $12M | $18M | $13M | $22M | $17M | $26M | $14M | $15M | $14M | |
| CapEx | $694.0K | $577.0K | $2M | $1M | $377.0K | $356.0K | $456.0K | $1M | $382.0K | $309.0K | $783.0K | $1M | $186.0K | $306.0K | $840.0K | $874.0K | |
| Investing Cash Flow | $-3M | $-8M | $-4M | $-4M | $-4M | $-6M | $-3M | $-4M | $-3M | $-4M | $-504.0K | $6M | $7M | $6M | $-9M | $16M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | $0 | · | · | · | $791.0K | · | · | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | $-25M | · | · | · | |
| Stock Repurchased | $0 | $0 | $0 | $0 | $2M | $0 | $0 | $0 | $0 | $0 | $0 | · | · | $0 | $0 | · | |
| Net Stock Activity | $0 | · | · | · | $-2M | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-16M | $1M | $-5M | $-9M | $-17M | $-16M | $-34M | $-25M | $-352.0K | $-61M | $0 | $2M | $-25M | $-2M | $-20M | $-16M | |
| Net Change in Cash | $-3M | $7M | $12M | $-6M | $-7M | $-15M | $-13M | $-13M | $15M | $-53M | $24M | $22M | $10M | $18M | $-8M | $8M | |
| Free Cash Flow | $16M | · | · | · | $11M | · | · | · | $18M | · | · | · | $26M | · | · | · |
Profitability 8
| Metric | Trend | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 61.2% | · | 63.9% | 64.8% | 66.4% | · | 67.7% | 68.0% | 67.9% | · | · | · | · | · | · | · | |
| Operating Margin | 2.3% | · | 5.2% | 2.9% | 0.31% | · | 5.0% | 4.0% | -0.77% | · | -5.2% | -1.4% | -0.77% | · | -9.8% | -13.3% | |
| Net Margin | -0.63% | · | 2.8% | 0.42% | -2.4% | · | 1.7% | -8.0% | -5.8% | · | -11.7% | -4.0% | -8.4% | · | -14.1% | -6.2% | |
| Pretax Margin | -0.11% | · | 3.0% | 0.53% | -1.7% | · | 2.2% | -7.4% | -5.4% | · | -11.4% | -4.2% | -7.6% | · | -14.1% | -5.9% | |
| EBITDA Margin | 2.3% | · | 5.2% | 2.9% | 0.31% | · | 5.0% | 4.0% | -0.77% | · | -5.2% | -1.4% | -0.77% | · | -9.8% | -13.3% | |
| ROA | -0.18% | · | 0.75% | 0.11% | -0.60% | · | 0.40% | -1.9% | -1.3% | · | -2.5% | -0.89% | -1.8% | · | -3.3% | -1.5% | |
| ROE | -0.87% | · | 4.0% | 0.63% | -3.7% | · | 2.7% | -13.2% | -9.8% | · | -21.2% | -7.6% | -12.9% | · | -25.1% | -9.8% | |
| ROIC | 5.5% | · | 1.9% | 0.92% | 0.17% | · | 1.5% | 1.5% | -1.4% | · | -8.8% | -2.2% | -1.5% | · | -20.1% | -31.1% |
Liquidity & Solvency 4
| Metric | Trend | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | · | 1.1 | 1.1 | 1.2 | · | 1.2 | 1.2 | 1.5 | · | 1.3 | 1.2 | 1.2 | · | 1.5 | 1.6 | |
| Quick Ratio | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.9 | 0.9 | 1.1 | · | 1.0 | 0.9 | 0.9 | · | 1.1 | 1.1 | |
| Debt / Equity | 2.1 | · | 2.2 | 2.4 | 2.6 | · | 3.2 | 3.6 | · | · | · | · | · | · | · | · | |
| LT Debt / Equity | 1.8 | · | 2.1 | 2.3 | 2.6 | · | 3.1 | 3.3 | · | · | · | · | · | · | · | · |
Efficiency 2
| Metric | Trend | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | |
| Receivables Turnover | 2.9 | · | 3.5 | 2.8 | 3.0 | · | 3.1 | 2.9 | 2.9 | · | 3.1 | 3.1 | 3.0 | · | 3.6 | 3.4 |
Valuation (TTM) 13
| Metric | Trend | 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 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $741M | · | $729M | $725M | $719M | · | $719M | $725M | $727M | · | $734M | $740M | $743M | · | $741M | $713M | |
| Net Income TTM | $342.0K | · | $5M | $-15M | $-26M | · | $-43M | $-54M | $-54M | · | $-70M | $-60M | $-79M | · | $-109M | $-127M | |
| Market Cap | $246M | · | $274M | $294M | $266M | · | $351M | $266M | $284M | · | $466M | $307M | $504M | · | $487M | $384M | |
| Enterprise Value | $463M | · | $509M | $544M | $520M | · | $611M | $546M | · | · | · | · | · | · | · | · | |
| P/E | 171.0 | · | 49.2 | -19.3 | -9.8 | · | -7.9 | -4.9 | -5.0 | · | -6.4 | -4.8 | -6.2 | · | -4.6 | -3.2 | |
| P/S | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.5 | 0.4 | 0.4 | · | 0.6 | 0.4 | 0.7 | · | 0.7 | 0.5 | |
| P/B | 1.7 | · | 1.9 | 2.2 | 2.1 | · | 3.1 | 2.4 | 2.7 | · | 4.2 | 2.8 | 4.8 | · | 5.4 | 4.5 | |
| P / Cash Flow | 14.5 | · | · | · | 22.4 | · | · | · | 15.7 | · | · | · | 19.1 | · | · | · | |
| P / FCF | 15.1 | · | · | · | 23.1 | · | · | · | 16.0 | · | · | · | 19.2 | · | · | · | |
| EV / EBITDA | 105.7 | · | 52.5 | 101.6 | 920.6 | · | 68.1 | 76.1 | · | · | · | · | · | · | · | · | |
| EV / FCF | 28.3 | · | · | · | 45.2 | · | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 0.6 | · | 0.7 | 0.7 | 0.7 | · | 0.9 | 0.8 | · | · | · | · | · | · | · | · | |
| Earnings Yield | 0.58% | · | 2.0% | -5.2% | -10.2% | · | -12.7% | -20.6% | -19.8% | · | -15.6% | -20.6% | -16.1% | · | -21.8% | -31.6% |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Revenue | $736M | $715M | $729M | $744M | $638M |
| Gross Margin % | 64.6% | 67.9% | 69.1% | — | — |
| Operating Margin % | 2.6% | 2.1% | -3.8% | -8.9% | -24.2% |
| Net Income | $2M | $-27M | $-68M | $-73M | $-175M |
| Diluted EPS | $0.01 | $-0.21 | $-0.56 | $-0.63 | $-1.55 |
Balance Sheet
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Debt / Equity | 2.2 | 2.9 | — | — | 2.5 |
| Current Ratio | 1.1 | 1.2 | 1.4 | 1.2 | 1.4 |
| Quick Ratio | 0.8 | 0.8 | 1.0 | 0.9 | 1.0 |
Cash Flow
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $52M | $61M | $76M | $46M | $31M |
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Institutional owners (13F) 186 filers · $114.9M 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 |
|---|---|---|---|---|
| 29 (-4 vs prior Q) | 22 (+3 vs prior Q) | 60 (-16 vs prior Q) | 60 (+20 vs prior Q) | +11.9M |
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 PORTFOLIO MANAGEMENT LLC | $13,096,026 | 7,658,495 | 11.39% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $10,153,989 | 5,938,005 | 8.83% | Shares |
| SYLEBRA CAPITAL LLC | $7,161,906 | 4,188,249 | 6.23% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $5,383,064 | 3,146,946 | 4.68% | Shares |
| STATE STREET CORP | $4,791,388 | 2,801,981 | 4.17% | Shares |
| Impax Asset Management Group plc | $3,420,000 | 2,000,000 | 2.98% | Shares |
| Hillsdale Investment Management Inc. | $3,181,963 | 1,860,797 | 2.77% | Shares |
| FMR LLC | $3,102,945 | 1,814,588 | 2.70% | Shares |
| TWO SIGMA INVESTMENTS, LP | $3,037,150 | 1,776,111 | 2.64% | Shares |
| JPMORGAN CHASE & CO | $2,880,282 | 1,704,309 | 2.51% | Shares |
| D. E. Shaw & Co., Inc. | $2,747,189 | 1,606,543 | 2.39% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2,450,948 | 1,433,303 | 2.13% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $2,435,310 | 1,424,158 | 2.12% | Shares |
| ALGERT GLOBAL LLC | $2,195,684 | 1,284,026 | 1.91% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $2,106,794 | 1,232,043 | 1.83% | Shares |
| MILLENNIUM MANAGEMENT LLC | $1,950,161 | 1,140,445 | 1.70% | Shares |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | $1,923,750 | 1,125,000 | 1.67% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $1,869,312 | 1,093,165 | 1.63% | Shares |
| ArrowMark Colorado Holdings LLC | $1,869,151 | 1,093,071 | 1.63% | Shares |
| Qube Research & Technologies Ltd | $1,742,003 | 1,018,715 | 1.52% | Shares |
| Crestline Management, L.P. | $1,694,354 | 990,850 | 1.47% | Shares |
| S SQUARED TECHNOLOGY, LLC | $1,597,544 | 934,236 | 1.39% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $1,572,603 | 919,651 | 1.37% | Shares |
| Squarepoint Ops LLC | $1,448,310 | 846,965 | 1.26% | Shares |
| Invenomic Capital Management LP | $1,400,071 | 818,755 | 1.22% | Shares |
| DEUTSCHE BANK AG\ | $1,237,081 | 723,439 | 1.08% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $1,183,917 | 692,349 | 1.03% | Shares |
| TWO SIGMA ADVISERS, LP | $1,181,523 | 599,758 | 1.03% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $1,147,106 | 670,822 | 1.00% | Shares |
| TUDOR INVESTMENT CORP ET AL | $1,081,551 | 632,486 | 0.94% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1,046,453 | 611,961 | 0.91% | Shares |
| BlackRock, Inc. | $976,834 | 571,248 | 0.85% | Shares |
| XTX Topco Ltd | $961,314 | 562,172 | 0.84% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $923,381 | 539,989 | 0.80% | Shares |
| GOLDMAN SACHS GROUP INC | $851,004 | 497,663 | 0.74% | Shares |
| MORGAN STANLEY | $797,836 | 466,571 | 0.69% | Shares |
| FRANKLIN RESOURCES INC | $788,804 | 461,289 | 0.69% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $780,829 | 456,625 | 0.68% | Shares |
| Russell Investments Group, Ltd. | $707,922 | 413,990 | 0.62% | Shares |
| VANGUARD GROUP INC | $693,743 | 352,154 | 0.60% | Shares |
| CITADEL ADVISORS LLC | $661,190 | 386,661 | 0.58% | Shares |
| Mayflower Financial Advisors, LLC | $657,717 | 384,630 | 0.57% | Shares |
| PRUDENTIAL FINANCIAL INC | $655,405 | 383,278 | 0.57% | Shares |
| Penn Capital Management Company, LLC | $638,719 | 373,520 | 0.56% | Shares |
| Vanguard Global Advisers, LLC | $628,676 | 367,647 | 0.55% | Shares |
| Bank of New York Mellon Corp | $626,303 | 366,259 | 0.54% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $612,602 | 358,247 | 0.53% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $520,365 | 304,307 | 0.45% | Shares |
| AMERICAN CENTURY COMPANIES INC | $463,357 | 270,969 | 0.40% | Shares |
| GLOBEFLEX CAPITAL L P | $445,906 | 260,764 | 0.39% | Shares |
| IEQ CAPITAL, LLC | $428,259 | 250,444 | 0.37% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $408,798 | 239,063 | 0.36% | Shares |
| EntryPoint Capital, LLC | $396,192 | 231,691 | 0.34% | Shares |
| Empowered Funds, LLC | $372,932 | 218,089 | 0.32% | Shares |
| PEAK6 LLC | $342,000 | 200,000 | 0.30% | Call option |
| State of Wyoming | $336,121 | 196,562 | 0.29% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $334,818 | 195,800 | 0.29% | Shares |
| ALLIANCEBERNSTEIN L.P. | $332,083 | 200,050 | 0.29% | Shares |
| BARCLAYS PLC | $323,489 | 189,174 | 0.28% | Shares |
| RHUMBLINE ADVISERS | $281,258 | 164,484 | 0.24% | Shares |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $271,625 | 158,845 | 0.24% | Shares |
| CWM, LLC | $262,049 | 157,861 | 0.23% | Shares |
| MARSHALL WACE, LLP | $262,042 | 153,241 | 0.23% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $226,939 | 132,713 | 0.20% | Shares |
| Quadrature Capital Ltd | $165,208 | 96,613 | 0.14% | Shares |
| BANK OF AMERICA CORP /DE/ | $162,249 | 94,882 | 0.14% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $161,431 | 93,238 | 0.14% | Shares |
| Centiva Capital, LP | $158,303 | 92,575 | 0.14% | Shares |
| HSBC HOLDINGS PLC | $156,311 | 93,042 | 0.14% | Shares |
| Mariner, LLC | $151,190 | 88,419 | 0.13% | Shares |
| Headlands Technologies LLC | $150,013 | 87,727 | 0.13% | Shares |
| LPL Financial LLC | $146,636 | 85,752 | 0.13% | Shares |
| Man Group plc | $145,244 | 84,938 | 0.13% | Shares |
| MetLife Investment Management, LLC | $130,264 | 76,178 | 0.11% | Shares |
| MACKENZIE FINANCIAL CORP | $122,357 | 71,554 | 0.11% | Shares |
| Creative Planning | $118,920 | 69,544 | 0.10% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $109,845 | 64,237 | 0.10% | Shares |
| CITIGROUP INC | $105,787 | 61,864 | 0.09% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $100,579 | 58,818 | 0.09% | Shares |
| CITADEL ADVISORS LLC | $96,957 | 56,700 | 0.08% | Call option |
| Invesco Ltd. | $94,512 | 55,270 | 0.08% | Shares |
| Boston Partners | $89,710 | 52,463 | 0.08% | Shares |
| TWO SIGMA SECURITIES, LLC | $89,062 | 52,083 | 0.08% | Shares |
| Brevan Howard Capital Management LP | $80,570 | 47,117 | 0.07% | Shares |
| Mitsubishi UFJ Asset Management Co., Ltd. | $79,539 | 46,514 | 0.07% | Shares |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $78,831 | 46,100 | 0.07% | Shares |
| Voleon Capital Management LP | $77,249 | 45,175 | 0.07% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $75,425 | 44,108 | 0.07% | Shares |
| Cetera Investment Advisers | $75,146 | 43,945 | 0.07% | Shares |
| Police & Firemen's Retirement System of New Jersey | $70,739 | 41,368 | 0.06% | Shares |
| INTECH INVESTMENT MANAGEMENT LLC | $63,998 | 37,426 | 0.06% | Shares |
| JANE STREET GROUP, LLC | $62,167 | 36,355 | 0.05% | Shares |
| Arax Advisory Partners | $60,998 | 35,671 | 0.05% | Shares |
| Focus Partners Wealth | $57,023 | 33,347 | 0.05% | Shares |
| Verdad Advisers, LP | $56,786 | 33,208 | 0.05% | Shares |
| PNC Financial Services Group, Inc. | $55,756 | 32,606 | 0.05% | Shares |
| Concurrent Investment Advisors, LLC | $55,575 | 32,500 | 0.05% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $55,221 | 32,293 | 0.05% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $53,785 | 31,453 | 0.05% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $52,054 | 30,441 | 0.05% | Shares |
Company insiders 47 insiders · 25 officers · 11 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Samuel C. Wilson | Chief Executive Officer | June 15, 2026 F | 2,597,761 | 0 | 0 | $0 |
| David Sipes | Chief Executive Officer | Sept. 16, 2022 S | 1,051,471 | 0 | 0 | $0 |
| Vikram Verma | Chief Executive Officer | Nov. 10, 2020 M | 33,167 | 0 | 0 | $0 |
| Steven Gatoff | EVP, Chief Financial Officer | April 23, 2020 M | 24,172 | 0 | 0 | $0 |
| Mary Ellen P Genovese | Chief Financial Officer | Oct. 31, 2018 F | 195,839 | 0 | 0 | $0 |
| Daniel Weirich | Chief Financial Officer | Sept. 8, 2014 M | 770,087 | 0 | 0 | $0 |
| Kim Niederman | President | Aug. 6, 2013 S | 123,313 | 0 | 0 | $0 |
| Laurence Denny | Chief Legal Officer | June 15, 2026 F | 610,631 | 0 | 2 | $-22,500 |
| Hunter Middleton | Chief Product Officer | June 15, 2026 F | 893,690 | 0 | 1 | $-212,610 |
| Suzy M Seandel | Chief Accounting Officer | June 15, 2026 F | 430,824 | 0 | 0 | $0 |
| Matthew Zinn | SVP-CLO, Secretary | Oct. 17, 2022 S | 279,037 | 0 | 0 | $0 |
| Stephanie Garcia | Chief Human Resources Officer | June 15, 2022 A | 221,698 | 0 | 0 | $0 |
| Germaine Cota | Chief Accting Off./Treasurer | Jan. 18, 2022 S | 47,801 | 0 | 0 | $0 |
| Dejan Deklich | Chief Products Officer | Jan. 18, 2022 S | 157,170 | 0 | 0 | $0 |
| Bryan R Martin | Chief Technology Officer | Oct. 18, 2021 S | 195,559 | 0 | 0 | $0 |
| Steve Seger | EVP - Chief Revenue Officer | March 16, 2021 S | 95,720 | 0 | 0 | $0 |
| Darren J. Hakeman | SVP-Strategy,Analytics&CorpDev | Oct. 31, 2018 F | 86,528 | 0 | 0 | $0 |
| Rani Hublou | Chief Marketing Officer | Oct. 23, 2018 A | 10,911 | 0 | 0 | $0 |
| Henrik Gerdes | Chief Accounting Officer | March 20, 2018 F | 6,243 | 0 | 0 | $0 |
| Puneet Arora | SVP Global Sales | Sept. 22, 2017 F | 58,212 | 0 | 0 | $0 |
| Huw A Rees | SVP Business Development | July 19, 2014 F | 639,449 | 0 | 0 | $0 |
| Debbie Jo Severin | Chief Marketing Officer | Oct. 19, 2013 F | 152,786 | 0 | 0 | $0 |
| Ramprakash Narayanaswamy | Chief Technology Officer | June 28, 2012 F | 503,674 | 0 | 0 | $0 |
| Barry Andrews | Vice Chairman | Aug. 23, 2005 P | 242,082 | 0 | 0 | $0 |
| Christopher Peters | VP, Corporate Development | Nov. 28, 2003 M | 29,300 | 0 | 0 | $0 |
| Eric Salzman | Director | July 28, 2023 A | 165,094 | 0 | 0 | $0 |
| Vladimir S Jacimovic | Director | July 15, 2022 A | 157,190 | 0 | 0 | $0 |
| Guy L Hecker JR | Director | May 6, 2019 M | 1,203,868 | 0 | 0 | $0 |
| Ian Potter | Director | Oct. 21, 2018 M | 95,664 | 0 | 0 | $0 |
| Mansour Salame | Director | Sept. 17, 2013 A | 33,312 | 0 | 0 | $0 |
| Donn R Wilson | Director | Sept. 20, 2011 A | 639,936 | 0 | 0 | $0 |
| Chris J Mcniffe | Director | Sept. 20, 2011 A | 654,667 | 0 | 0 | $0 |
| Joe Parkinson | Director | Nov. 16, 2010 P | 1,518,682 | 0 | 0 | $0 |
| GIROD BERND | Director | Aug. 29, 2003 A | — | 0 | 0 | $0 |
| Orin Hirschman | 10% owner | Dec. 3, 2003 X | 0 | 0 | 0 | $0 |
| Kevin Kraus | — | Aug. 7, 2026 S | 958,324 | 0 | 1 | $-79,643 |
| Alison Gleeson | — | Aug. 3, 2026 A | 296,130 | 0 | 0 | $0 |
| Elizabeth Harriet Theophille | — | Aug. 3, 2026 A | 232,619 | 0 | 1 | $-36,575 |
| John Pagliuca | — | Aug. 3, 2026 A | 137,946 | 0 | 0 | $0 |
| Monique Bonner | — | Aug. 3, 2026 A | 239,801 | 0 | 0 | $0 |
| Jaswinder Pal Singh | — | Aug. 3, 2026 A | 304,926 | 0 | 0 | $0 |
| Andrew F. Burton | — | Aug. 3, 2026 A | 258,700 | 0 | 0 | $0 |
| Todd R Ford | — | Aug. 3, 2026 A | 316,142 | 0 | 0 | $0 |
| Richard G Murray Jr | — | Aug. 3, 2006 P | 120,796 | 0 | 0 | $0 |
| James Sullivan | — | May 23, 2006 P | 0 | 0 | 0 | $0 |
| STMICROELECTRONICS NV | — | Dec. 26, 2003 S | 2,202,000 | 0 | 0 | $0 |
| Paul Ning | — | Sept. 17, 2003 A | — | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 4 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 |
|---|---|---|---|---|---|
| SYLEBRA CAPITAL LLC, Sylebra Capital Ltd, Sylebra Capital Management, Ltd, Gibson Daniel Patrick ×5 filings | April 16, 2026 | 4.85% | Amendment | — | SEC |
| Sylebra Capital Limited, Sylebra Capital LLC, Sylebra Capital Management, Daniel Patrick Gibson | May 26, 2023 | — | Initial filing | Passive investment | SEC |
| STMicroelectronics N.V. | Jan. 20, 2004 | — | Initial filing | — | SEC |
| Undisclosed reporting person | Dec. 29, 2003 | — | Initial filing | Board campaign | 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 35 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 |
|---|---|---|---|---|
| QQQS · Invesco Exchange-Traded Fund Trust … | 0.55% | 54,085 SH | Aug. 8, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.08% | 236,692 NS | April 30, 2026 | N-PORT |
| IWC · iShares Trust | 0.07% | 475,524 SH | Aug. 8, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.06% | 308,408 SH | Aug. 8, 2026 | Daily |
| GSSC · Goldman Sachs ETF Trust | 0.04% | 181,463 NS | May 31, 2026 | N-PORT |
| SMLF · iShares Trust | 0.02% | 391,951 SH | Aug. 8, 2026 | Daily |
| CCSO · Tidal Trust II | 0.02% | 4,986 NS | April 30, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 121,508 SH | Aug. 8, 2026 | Daily |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.02% | 257,025 NS | May 31, 2026 | N-PORT |
| IWN · iShares Trust | 0.02% | 1,189,118 SH | Aug. 8, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.01% | 127,413 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 802,891 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.01% | 3,458,646 SH | Aug. 8, 2026 | Daily |
| EBI · RBB Fund Trust | 0.01% | 30,585 NS | May 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.01% | 58,832 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.01% | 6,463 NS | May 31, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.01% | 678,760 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.00% | 5,053 NS | May 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.00% | 239,909 NS | April 30, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 6,570 NS | April 30, 2026 | N-PORT |
| URTY · ProShares Trust | 0.00% | 5,111 NS | May 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.00% | 208,271 NS | April 30, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 4,485 NS | May 31, 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 128 NS | May 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 222,301 SH | Aug. 8, 2026 | Daily |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 100,234 NS | May 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 84,433 NS | April 30, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.00% | 14,300 NS | April 30, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 5,573 NS | April 30, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 28,579 SH | Aug. 8, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 14,607 NS | April 30, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 1,582,342 SH | Aug. 8, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 4,215,907 SH | Aug. 8, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 11,443 SH | Aug. 8, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.00% | 3,092,393 SH | Aug. 8, 2026 | Daily |