EVER EverQuote, Inc. - Class A Common Stock
$24.79
Price · Aug 19, 2026
Fundamentals as of Aug 4, 2026
52W Range
$14–$29
73% of range
Analyst Rating
BUY
13 analysts
Price Target
$29
+17% upside
P/E (TTM)
10.3
ROE
48.6%
Net Profit Margin
14.3%
EVER Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$24.79
Market Cap
—
P/E (TTM)
10.3
EPS (TTM)
$2.63
Revenue (TTM)
$693M
Div Yield
—
ROE
48.6%
Debt/Equity
—
52W Range
$14 – $29
EVER 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
$693M
2017-12-31
→
2025-12-31
EPS
$2.63
2019-12-31
→
2025-12-31
Free Cash Flow
$90M
2018-12-31
→
2025-12-31
Margins
14.3%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
EVER
Peer Median
P/E (TTM)
10.3
15.1
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
EVER
Peer Median
Operating Margin
8.4%
—
Net Profit Margin
14.3%
3.5%
ROA
37.0%
3.0%
ROE
48.6%
3.9%
ROIC
39.4%
—
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
EVER
Peer Median
Current Ratio
2.9
1.6
Quick Ratio
2.8
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
EVER
Peer Median
Revenue YoY
38.5%
—
Revenue CAGR 3Y
19.7%
—
Revenue CAGR 5Y
14.8%
—
EPS YoY
198.9%
—
Net Income YoY
208.7%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
EVER
Peer Median
EVER Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
13 analysts
- Strong Buy 2 15.4%
- Buy 8 61.5%
- Hold 3 23.1%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
5 analysts · 2026-08-13
Median
$28.00
Mean
$29.00
← Below all targets
$24.79
Low
$25.00
High
$34.00
Median target
$28.00
+12.9%
Mean target
$29.00
+17.0%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.20%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.53 | $0.55 | -0.02% |
| March 31, 2026 | $0.51 | $0.45 | 0.06% |
| Dec. 31, 2025 | $1.54 | $0.37 | 1.2% |
| Sept. 30, 2025 | $0.50 | $0.39 | 0.11% |
| June 30, 2025 | $0.39 | $0.36 | 0.03% |
| March 31, 2025 | $0.21 | $0.34 | -0.13% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| EVER | — | 10.3 | 38.5% | 14.3% | 48.6% | — |
| QNST | $920M | 201.2 | 78.3% | 0.43% | 2.0% | 10.1% |
| GTM | $3.13B | 26.8 | 2.9% | 9.9% | 8.1% | 84.0% |
| FUBO | $5.13B | -28.0 | 18.6% | -10.6% | -31.6% | — |
| TBLA | — | — | — | — | — | — |
| NXDR | — | -15.0 | 4.2% | -21.0% | -12.6% | — |
| MAX | — | 33.2 | 28.8% | 2.3% | 783.8% | — |
| CARS | $715M | 38.1 | 0.57% | 2.8% | 4.2% | — |
| BMBL | — | -0.6 | -9.9% | -71.8% | -99.4% | — |
| ZIP | $278M | -10.5 | -5.3% | -7.3% | 46.1% | 89.2% |
| GOOGL | $3.78T | 29.0 | 15.1% | 32.8% | 34.0% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 17
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $693M | $500M | $288M | $404M | $419M | $347M | $249M | $163M | $126M | |
| Cost of Revenue | $19M | $21M | $22M | $24M | $24M | $21M | $16M | $12M | $8M | |
| R&D Expense | $32M | $30M | $28M | $32M | $36M | $30M | $20M | $14M | $9M | |
| SG&A Expense | $34M | $30M | $26M | $28M | $25M | $20M | $17M | $11M | $5M | |
| Operating Expenses | $634M | $468M | $340M | $429M | $440M | $359M | $257M | $177M | $131M | |
| Operating Income | $58M | $32M | $-52M | $-25M | $-22M | $-12M | $-8M | $-14M | $-5M | |
| Interest Expense | · | · | · | · | · | · | · | $199.0K | $382.0K | |
| Interest Income | $4M | $2M | $1M | $349.0K | $37.0K | $189.0K | · | $320.0K | · | |
| Other Non-op | $-87.0K | $178.0K | $14.0K | $23.0K | $-57.0K | $291.0K | $263.0K | $121.0K | $-382.0K | |
| Pretax Income | $62M | $34M | $-51M | $-24M | $-22M | $-11M | $-7M | · | · | |
| Income Tax | $-37M | $2M | $577.0K | · | $-3M | $0 | $0 | $0 | $0 | |
| Net Income | $99M | $32M | $-51M | $-24M | $-19M | $-11M | $-7M | $-14M | $-5M | |
| EPS (Basic) | $2.75 | $0.92 | $-1.54 | $-0.77 | $-0.67 | $-0.41 | $-0.28 | · | · | |
| EPS (Diluted) | $2.63 | $0.88 | $-1.54 | $-0.77 | $-0.67 | $-0.41 | $-0.28 | · | · | |
| Shares (Basic) | 36,141,000 | 35,007,000 | 33,350,000 | 31,613 | 29,088 | 27,329 | 25,759 | · | · | |
| Shares (Diluted) | 37,753,000 | 36,646,000 | 33,350,000 | 31,613 | 29,088 | 27,329 | 25,759 | · | · | |
| EBITDA | $58M | $32M | $-52M | $-25M | $-22M | · | $-8M | $-14M | · |
Balance Sheet 22
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $171M | $102M | $38M | $31M | $35M | $43M | $46M | $42M | $2M | |
| Receivables | $75M | $61M | $21M | $30M | $36M | $46M | $32M | $17M | $15M | |
| Prepaid Expense | $10M | $5M | $6M | $7M | $5M | $8M | $7M | $1M | $593.0K | |
| Current Assets | $256M | $172M | $69M | $81M | $85M | $97M | $85M | $61M | $18M | |
| PP&E (Net) | $8M | $6M | $6M | $6M | $6M | $6M | $5M | $4M | $2M | |
| PP&E (Gross) | $22M | $18M | $20M | $20M | $18M | $15M | $13M | $11M | $7M | |
| Accum. Depreciation | $14M | $12M | $14M | $13M | $12M | $9M | $7M | $6M | $5M | |
| Goodwill | $22M | $22M | $22M | $22M | $22M | $10M | · | · | · | |
| Intangibles | $0 | $3M | $5M | $8M | $10M | $3M | · | · | · | |
| Other Non-current Assets | $183.0K | $320.0K | $29.0K | $450.0K | $681.0K | $3M | $691.0K | $715.0K | $740.0K | |
| Total Assets | $327M | $211M | $111M | $157M | $144M | $129M | $91M | $66M | $21M | |
| Accounts Payable | $77M | $60M | $17M | $31M | $30M | $33M | $24M | $17M | $12M | |
| Current Liabilities | $87M | $73M | $30M | $45M | $47M | $47M | $38M | $21M | $15M | |
| Capital Leases | $1M | $3M | $70.0K | $4M | $6M | $8M | · | · | · | |
| Deferred Tax | $281.0K | $0 | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | · | · | $0 | $125.0K | $6M | $3M | $1M | · | · | |
| Total Liabilities | $89M | $75M | $30M | $49M | $58M | $58M | $39M | $23M | $20M | |
| Long-term Debt | · | · | · | · | · | · | · | · | $5M | |
| Retained Earnings | $-82M | $-181M | $-213M | $-162M | $-138M | $-118M | $-107M | $-100M | $-51M | |
| AOCI | $126.0K | $0 | $29.0K | $-6.0K | $10.0K | $-7.0K | · | · | · | |
| Stockholders' Equity | $238M | $135M | $81M | $107M | $85M | $71M | $52M | $43M | $-51M | |
| Liabilities + Equity | $327M | $211M | $111M | $157M | $144M | $129M | $91M | $66M | $21M |
Cash Flow 14
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $6M | $6M | $6M | $5M | $3M | $2M | $1M | $1M | |
| Stock-based Comp | $24M | $21M | $24M | $29M | $30M | $24M | $13M | $7M | $2M | |
| Deferred Tax | $-38M | · | · | · | $-3M | · | · | · | · | |
| Amort. of Intangibles | $400.0K | $2M | $2M | $2M | $2M | $500.0K | · | · | · | |
| Restructuring | · | · | $24M | · | · | · | · | · | · | |
| Operating Cash Flow | $95M | $67M | $-3M | $-16M | $7M | $11M | $4M | $-2M | $-2M | |
| CapEx | $5M | $4M | $4M | $4M | $3M | $4M | $3M | $4M | $1M | |
| Investing Cash Flow | $-5M | $-4M | $9M | $-4M | $-19M | $-19M | $-3M | $-4M | $-1M | |
| Stock Repurchased | $21M | · | · | · | · | · | · | · | $9M | |
| Net Stock Activity | $-21M | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-21M | $2M | $577.0K | $16M | $4M | $5M | $3M | $45M | $-7M | |
| Net Change in Cash | $69M | $64M | $7M | $-4M | $-8M | $-3M | $4M | · | · | |
| Taxes Paid | $3M | $2M | $589.0K | $175.0K | · | · | · | · | · | |
| Free Cash Flow | $90M | $62M | $-7M | $-20M | $4M | · | $1M | $-6M | · |
Profitability 7
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 8.4% | 6.3% | -18.1% | -6.1% | -5.2% | · | -1203.1% | -8.5% | · | |
| Net Margin | 14.3% | 6.4% | -17.8% | -6.0% | -4.6% | · | -1063.8% | -8.4% | · | |
| Pretax Margin | 8.9% | 6.8% | -17.6% | -6.0% | -5.2% | · | · | · | · | |
| EBITDA Margin | 8.4% | 6.3% | -18.1% | -6.1% | -5.2% | · | -1203.1% | -8.5% | · | |
| ROA | 37.0% | 20.0% | -38.4% | -16.3% | -14.3% | · | -9.1% | -32.0% | · | |
| ROE | 48.6% | 25.4% | -63.0% | -22.7% | -22.7% | · | -14.2% | -30.6% | · | |
| ROIC | 39.4% | 22.2% | -65.0% | · | -22.8% | · | · | · | · |
Liquidity & Solvency 3
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.9 | 2.4 | 2.3 | 1.8 | 1.8 | · | 2.2 | 2.8 | · | |
| Quick Ratio | 2.8 | 2.2 | 2.0 | 1.3 | 1.5 | · | 2.0 | 2.8 | · | |
| Interest Coverage | · | · | · | · | · | · | · | -69.9 | · |
Efficiency 2
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.6 | 3.1 | 2.2 | 2.7 | 3.1 | · | 0.0 | 3.8 | · | |
| Receivables Turnover | 10.1 | 12.1 | 11.3 | 12.4 | 10.2 | · | 0.0 | 10.2 | · |
Growth Rates 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 38.5% | 73.7% | -28.7% | -3.4% | 20.6% | · | · | · | · | |
| Revenue CAGR 3Y | 19.7% | 6.1% | -6.0% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.8% | · | · | · | · | · | · | · | · | |
| EPS YoY | 198.9% | · | · | · | · | · | · | · | · | |
| Net Income YoY | 208.7% | · | · | · | · | · | · | · | · |
Valuation (TTM) 4
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $693M | $500M | $288M | $404M | $419M | $347M | $249M | $163M | · | |
| Net Income TTM | $99M | $32M | $-51M | $-24M | $-19M | $-11M | $-7M | $-14M | · | |
| P/E | 10.3 | 22.7 | -7.9 | -19.1 | -23.4 | -91.1 | -122.7 | · | · | |
| Earnings Yield | 9.7% | 4.4% | -12.6% | -5.2% | -4.3% | -1.1% | -0.82% | · | · |
Income Statement 16
| Metric | Trend | 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $195M | $191M | $195M | $174M | $157M | $167M | $147M | $145M | $117M | $91M | $56M | $55M | $68M | $109M | $88M | $103M | |
| Cost of Revenue | $4M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $6M | |
| R&D Expense | $9M | $9M | $8M | $8M | $8M | $7M | $8M | $8M | $7M | $7M | $6M | $6M | $7M | $8M | $7M | $8M | |
| SG&A Expense | $10M | $9M | $9M | $8M | $8M | $8M | $8M | $8M | $8M | $7M | $7M | $6M | $6M | $8M | $7M | $7M | |
| Operating Expenses | $172M | $167M | $177M | $156M | $142M | $159M | $135M | $133M | $111M | $89M | $62M | $84M | $81M | $112M | $97M | $110M | |
| Operating Income | $23M | $23M | $19M | $18M | $14M | $8M | $12M | $12M | $6M | $2M | $-7M | $-29M | $-13M | $-2M | $-9M | $-7M | |
| Interest Income | $1M | $961.0K | $956.0K | $992.0K | $918.0K | $708.0K | $683.0K | $554.0K | $456.0K | $386.0K | $382.0K | $411.0K | $271.0K | $187.0K | $191.0K | $113.0K | |
| Other Non-op | $-25.0K | $-13.0K | $-22.0K | $-12.0K | $-22.0K | $-31.0K | $24.0K | $53.0K | $60.0K | $41.0K | $9.0K | $20.0K | $-16.0K | $1.0K | $-6.0K | $26.0K | |
| Pretax Income | $25M | $24M | $20M | $19M | $15M | $9M | $13M | $12M | $7M | $2M | $-6M | $-29M | $-13M | $-2M | $-8M | $-6M | |
| Income Tax | $5M | $6M | $-38M | $-345.0K | $363.0K | $684.0K | $428.0K | $719.0K | $406.0K | $286.0K | $-23.0K | $236.0K | $78.0K | $286.0K | · | · | |
| Net Income | $19M | $19M | $58M | $19M | $15M | $8M | $12M | $12M | $6M | $2M | $-6M | $-29M | $-13M | $-3M | $-8M | $-6M | |
| EPS (Basic) | $0.55 | $0.52 | $1.61 | $0.52 | $0.40 | $0.22 | $0.35 | $0.33 | $0.18 | $0.06 | $-0.19 | $-0.87 | $-0.40 | $-0.08 | $-0.26 | $-0.20 | |
| EPS (Diluted) | $0.53 | $0.51 | $1.53 | $0.50 | $0.39 | $0.21 | $0.35 | $0.31 | $0.17 | $0.05 | $-0.19 | $-0.87 | $-0.40 | $-0.08 | $-0.26 | $-0.20 | |
| Shares (Basic) | 35,178,000 | 35,947,000 | -149,206 | 36,218,000 | 36,327,000 | 35,879,000 | -296,297 | 35,234,000 | 34,910 | 34,387 | 33,250,430 | 33,549 | 33,129 | 32,892 | -32,038,435 | 32,008,000 | |
| Shares (Diluted) | 36,159,000 | 36,942,000 | -53,681 | 37,731,000 | 38,014,000 | 37,667,000 | -640,306 | 37,214,000 | 36,698 | 35,608 | 33,250,430 | 33,549 | 33,129 | 32,892 | -32,038,435 | 32,008,000 | |
| EBITDA | $23M | $23M | · | $18M | $14M | $8M | · | $12M | $6M | $2M | · | $-29M | $-13M | $-2M | · | $-7M |
Balance Sheet 21
| Metric | Trend | 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $192M | $178M | $171M | $146M | $148M | $125M | $102M | $83M | $61M | $49M | · | $39M | $31M | $29M | · | $37M | |
| Receivables | $76M | $72M | $75M | $68M | $55M | $62M | $61M | $48M | $48M | $38M | · | $22M | $22M | $39M | · | $40M | |
| Prepaid Expense | $9M | $7M | $10M | $10M | $6M | $5M | $5M | $5M | $4M | $5M | · | $4M | $5M | $5M | · | $15M | |
| Current Assets | $278M | $257M | $256M | $224M | $209M | $194M | $172M | $140M | $117M | $96M | · | $70M | $71M | $85M | · | $92M | |
| PP&E (Net) | $9M | $9M | $8M | $8M | $7M | $6M | $6M | $6M | $6M | $6M | · | $6M | $7M | $7M | · | $6M | |
| PP&E (Gross) | · | · | $22M | · | · | · | $18M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $14M | · | · | · | $12M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | · | $22M | $22M | $22M | · | $22M | |
| Intangibles | · | · | $0 | $0 | $0 | $3M | $3M | $4M | $4M | $5M | · | $6M | $7M | $7M | · | $9M | |
| Other Non-current Assets | $183.0K | $183.0K | $183.0K | $320.0K | $320.0K | $320.0K | $320.0K | $320.0K | $320.0K | $29.0K | · | $414.0K | $414.0K | $414.0K | · | $29M | |
| Total Assets | $341M | $324M | $327M | $256M | $241M | $232M | $211M | $181M | $158M | $135M | · | $114M | $145M | $160M | · | $164M | |
| Accounts Payable | $70M | $68M | $77M | $68M | $59M | $57M | $60M | $47M | $42M | $33M | · | $21M | $23M | $31M | · | $37M | |
| Current Liabilities | $83M | $82M | $87M | $79M | $69M | $80M | $73M | $60M | $55M | $47M | · | $32M | $38M | $46M | · | $52M | |
| Capital Leases | $565.0K | $972.0K | $1M | $2M | $2M | $2M | $3M | $3M | $2M | $18.0K | · | $120.0K | $2M | $3M | · | $4M | |
| Deferred Tax | $271.0K | $275.0K | $281.0K | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | · | · | · | · | · | · | · | · | · | · | · | · | · | $37.0K | · | $418.0K | |
| Total Liabilities | $84M | $83M | $89M | $81M | $71M | $83M | $75M | $63M | $57M | $47M | · | $32M | $40M | $49M | · | $57M | |
| Retained Earnings | $-44M | $-63M | $-82M | $-140M | $-158M | $-173M | $-181M | $-193M | $-205M | $-211M | · | $-207M | $-178M | $-165M | · | $-154M | |
| AOCI | $74.0K | $74.0K | $126.0K | $126.0K | $172.0K | $53.0K | $0 | $105.0K | $23.0K | $21.0K | · | $-6.0K | $21.0K | $7.0K | · | $-41.0K | |
| Stockholders' Equity | $257M | $241M | $238M | $175M | $170M | $150M | $135M | $118M | $101M | $88M | $81M | $82M | $106M | $112M | $107M | $107M | |
| Liabilities + Equity | $341M | $324M | $327M | $256M | $241M | $232M | $211M | $181M | $158M | $135M | · | $114M | $145M | $160M | · | $164M |
Cash Flow 13
| Metric | Trend | 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $971.0K | $785.0K | $861.0K | $811.0K | $918.0K | $1M | $2M | $2M | $1M | $1M | $1M | $2M | $1M | $1M | $2M | $1M | |
| Stock-based Comp | $6M | $5M | $6M | $7M | $7M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $7M | $7M | $7M | $7M | |
| Deferred Tax | $4M | $4M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Amort. of Intangibles | · | · | · | · | $100.0K | $300.0K | · | · | · | · | · | · | · | · | · | · | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $-21.0K | $20M | $4M | · | · | · | |
| Operating Cash Flow | $24M | $30M | $27M | $20M | $25M | $23M | $20M | $24M | $12M | $10M | $-792.0K | $-4M | $3M | $-1M | $-5M | $-4M | |
| CapEx | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $852.0K | $770.0K | $852.0K | $966.0K | $1M | $1M | $1M | $1M | |
| Investing Cash Flow | $-2M | $-2M | $-1M | $-1M | $-1M | $-1M | $-1M | $-1M | $-852.0K | $-770.0K | $-852.0K | $12M | $-1M | $-1M | $-1M | $-1M | |
| Stock Repurchased | $9M | $20M | $0 | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-20M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-9M | $-21M | $-237.0K | $-21M | $-613.0K | $669.0K | $155.0K | $-219.0K | $772.0K | $999.0K | $536.0K | $-67.0K | $-49.0K | $157.0K | $191.0K | $94.0K | |
| Net Change in Cash | $14M | $7M | $26M | $-2M | $23M | $23M | $19M | $22M | $12M | $11M | $-1M | $8M | $2M | $-2M | $-6M | $-5M | |
| Free Cash Flow | · | $28M | · | · | · | $22M | · | · | · | $10M | · | · | · | $-2M | · | · |
Profitability 7
| Metric | Trend | 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 12.0% | 12.3% | · | 10.1% | 9.0% | 4.8% | · | 8.1% | 5.4% | 1.9% | · | -53.5% | -19.7% | -2.2% | · | -6.4% | |
| Net Margin | 9.8% | 9.8% | · | 10.8% | 9.4% | 4.8% | · | 8.0% | 5.5% | 2.1% | · | -53.1% | -19.4% | -2.3% | · | -6.2% | |
| Pretax Margin | 12.6% | 12.8% | · | 10.7% | 9.6% | 5.2% | · | 8.5% | 5.8% | 2.4% | · | -52.7% | -19.3% | -2.1% | · | -6.2% | |
| EBITDA Margin | 12.0% | 12.3% | · | 10.1% | 9.0% | 4.8% | · | 8.1% | 5.4% | 1.9% | · | -53.5% | -19.7% | -2.2% | · | -6.4% | |
| ROA | 6.6% | 6.7% | · | 8.6% | 7.4% | 4.3% | · | 7.8% | 4.2% | 1.3% | · | -21.0% | -8.6% | -1.5% | · | -4.1% | |
| ROE | 9.0% | 9.6% | · | 12.9% | 10.8% | 6.7% | · | 11.6% | 6.2% | 1.9% | · | -30.9% | -12.5% | -2.4% | · | -6.7% | |
| ROIC | 7.2% | 7.4% | · | 10.2% | 8.1% | 4.9% | · | 9.3% | 5.9% | 1.7% | · | -36.2% | -12.7% | -2.5% | · | · |
Liquidity & Solvency 2
| Metric | Trend | 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.3 | 3.1 | · | 2.8 | 3.0 | 2.4 | · | 2.3 | 2.1 | 2.0 | · | 2.2 | 1.9 | 1.8 | · | 1.8 | |
| Quick Ratio | 3.2 | 3.1 | · | 2.7 | 2.9 | 2.3 | · | 2.2 | 2.0 | 1.8 | · | 1.9 | 1.4 | 1.5 | · | 1.5 |
Efficiency 2
| Metric | Trend | 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.9 | · | 1.0 | 0.8 | 0.6 | · | 0.4 | 0.4 | 0.7 | · | 0.7 | |
| Receivables Turnover | 3.0 | 2.9 | · | 3.0 | 3.0 | 3.3 | · | 4.1 | 3.3 | 2.4 | · | 1.8 | 2.3 | 2.5 | · | 2.4 |
Valuation (TTM) 4
| Metric | Trend | 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 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $717M | $688M | · | $642M | $585M | $519M | · | $408M | $331M | $323M | · | $335M | $382M | $425M | · | $423M | |
| Net Income TTM | $71M | $60M | · | $53M | $41M | $28M | · | $-9M | $-34M | $-43M | · | $-51M | $-26M | $-18M | · | $-21M | |
| P/E | 12.3 | 9.6 | · | 16.2 | 22.4 | 35.4 | · | -62.0 | -19.9 | -14.3 | · | -4.7 | -8.1 | -23.6 | · | -9.9 | |
| Earnings Yield | 8.1% | 10.4% | · | 6.2% | 4.5% | 2.8% | · | -1.6% | -5.0% | -7.0% | · | -21.4% | -12.3% | -4.2% | · | -10.1% |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenue | $693M | $500M | $288M | $404M | $419M |
| Operating Margin % | 8.4% | 6.3% | -18.1% | -6.1% | -5.2% |
| Net Income | $99M | $32M | $-51M | $-24M | $-19M |
| Diluted EPS | $2.63 | $0.88 | $-1.54 | $-0.77 | $-0.67 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Current Ratio | 2.9 | 2.4 | 2.3 | 1.8 | 1.8 |
| Quick Ratio | 2.8 | 2.2 | 2.0 | 1.3 | 1.5 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $90M | $62M | $-7M | $-20M | $4M |
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Institutional owners (13F) 263 filers · $490.4M 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 |
|---|---|---|---|---|
| 54 (+10 vs prior Q) | 22 (-25 vs prior Q) | 95 (+6 vs prior Q) | 68 (-1 vs prior Q) | +1.9M |
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 |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | $31,144,962 | 1,259,400 | 6.35% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $28,333,652 | 1,190,990 | 5.78% | Shares |
| MACKENZIE FINANCIAL CORP | $20,770,312 | 873,069 | 4.24% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $20,107,000 | 845,187 | 4.10% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $18,500,508 | 777,659 | 3.77% | Shares |
| STATE STREET CORP | $17,061,641 | 717,177 | 3.48% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15,935,327 | 669,833 | 3.25% | Shares |
| EMERALD ADVISERS, LLC | $15,509,224 | 651,922 | 3.16% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $15,048,483 | 632,555 | 3.07% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $14,974,229 | 629,306 | 3.05% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $12,924,607 | 543,279 | 2.64% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $11,024,357 | 463,403 | 2.25% | Shares |
| GILDER GAGNON HOWE & CO LLC | $10,945,184 | 460,075 | 2.23% | Shares |
| EMERALD MUTUAL FUND ADVISERS TRUST | $9,451,006 | 397,268 | 1.93% | Shares |
| GOLDMAN SACHS GROUP INC | $8,760,049 | 368,224 | 1.79% | Shares |
| DEUTSCHE BANK AG\ | $8,082,510 | 339,744 | 1.65% | Shares |
| Hillsdale Investment Management Inc. | $6,118,788 | 257,200 | 1.25% | Shares |
| VestGen Advisors, LLC | $5,862,356 | 246,421 | 1.20% | Shares |
| Occam Crest Management LP | $5,848,699 | 217,991 | 1.19% | Shares |
| JACOBS ASSET MANAGEMENT, LLC | $5,695,516 | 239,408 | 1.16% | Shares |
| AMERICAN CENTURY COMPANIES INC | $5,657,928 | 237,828 | 1.15% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5,649,625 | 237,479 | 1.15% | Shares |
| JANE STREET GROUP, LLC | $5,509,050 | 231,570 | 1.12% | Shares |
| First Eagle Investment Management, LLC | $5,465,919 | 229,757 | 1.11% | Shares |
| Boston Partners | $5,352,510 | 224,990 | 1.09% | Shares |
| S SQUARED TECHNOLOGY, LLC | $5,308,691 | 223,148 | 1.08% | Shares |
| JANE STREET GROUP, LLC | $5,262,348 | 221,200 | 1.07% | Put option |
| Divisadero Street Capital Management, LP | $5,215,910 | 219,248 | 1.06% | Shares |
| MONIMUS CAPITAL MANAGEMENT, LP | $4,585,499 | 192,749 | 0.94% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $4,504,779 | 189,356 | 0.92% | Shares |
| BlackRock, Inc. | $4,450,205 | 187,062 | 0.91% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $4,430,318 | 186,226 | 0.90% | Shares |
| RAYMOND JAMES FINANCIAL INC | $4,335,490 | 182,240 | 0.88% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $4,292,311 | 180,425 | 0.88% | Shares |
| AMERIPRISE FINANCIAL INC | $3,954,636 | 166,231 | 0.81% | Shares |
| Toronado Partners, LLC | $3,927,586 | 165,094 | 0.80% | Shares |
| Quantinno Capital Management LP | $3,851,006 | 161,875 | 0.79% | Shares |
| Trexquant Investment LP | $3,646,246 | 153,268 | 0.74% | Shares |
| MILLENNIUM MANAGEMENT LLC | $3,453,904 | 145,183 | 0.70% | Shares |
| FRANKLIN RESOURCES INC | $3,418,433 | 143,692 | 0.70% | Shares |
| Vanguard Global Advisers, LLC | $3,060,155 | 128,632 | 0.62% | Shares |
| ALLIANCEBERNSTEIN L.P. | $2,924,804 | 189,676 | 0.60% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $2,900,548 | 121,923 | 0.59% | Shares |
| Squarepoint Ops LLC | $2,889,367 | 121,453 | 0.59% | Shares |
| PRUDENTIAL FINANCIAL INC | $2,784,667 | 117,052 | 0.57% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2,721,576 | 114,400 | 0.56% | Call option |
| PICTON MAHONEY ASSET MANAGEMENT | $2,678,660 | 112,596 | 0.55% | Shares |
| GREAT LAKES ADVISORS, LLC | $2,510,892 | 105,544 | 0.51% | Shares |
| Amundi | $2,423,916 | 101,888 | 0.49% | Shares |
| CITADEL ADVISORS LLC | $2,355,210 | 99,000 | 0.48% | Call option |
| Walleye Capital LLC | $2,341,507 | 98,424 | 0.48% | Shares |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2,239,853 | 94,151 | 0.46% | Shares |
| Divisar Capital Management LLC | $2,141,100 | 90,000 | 0.44% | Shares |
| CITADEL ADVISORS LLC | $2,133,963 | 89,700 | 0.44% | Put option |
| Balyasny Asset Management L.P. | $2,027,241 | 85,214 | 0.41% | Shares |
| JANE STREET GROUP, LLC | $1,831,830 | 77,000 | 0.37% | Call option |
| Wakefield Asset Management LLLP | $1,817,818 | 76,411 | 0.37% | Shares |
| PEAK6 LLC | $1,812,798 | 76,200 | 0.37% | Call option |
| XTX Topco Ltd | $1,798,691 | 75,607 | 0.37% | Shares |
| ALGERT GLOBAL LLC | $1,749,992 | 73,560 | 0.36% | Shares |
| NOMURA HOLDINGS INC | $1,748,589 | 73,501 | 0.36% | Shares |
| Corient Private Wealth LP | $1,732,484 | 72,824 | 0.35% | Shares |
| BROWN ADVISORY INC | $1,684,641 | 70,813 | 0.34% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,675,530 | 70,430 | 0.34% | Shares |
| CITADEL ADVISORS LLC | $1,655,094 | 69,571 | 0.34% | Shares |
| BOOTHBAY FUND MANAGEMENT, LLC | $1,578,681 | 66,359 | 0.32% | Shares |
| HSBC HOLDINGS PLC | $1,546,485 | 65,033 | 0.32% | Shares |
| Inspire Investing, LLC | $1,528,600 | 99,131 | 0.31% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,460,706 | 61,400 | 0.30% | Put option |
| JONES FINANCIAL COMPANIES LLLP | $1,407,103 | 60,651 | 0.29% | Shares |
| ZACKS INVESTMENT MANAGEMENT | $1,401,383 | 58,906 | 0.29% | Shares |
| TWO SIGMA ADVISERS, LP | $1,328,400 | 49,200 | 0.27% | Shares |
| Swiss National Bank | $1,315,587 | 55,300 | 0.27% | Shares |
| MML INVESTORS SERVICES, LLC | $1,225,589 | 51,517 | 0.25% | Shares |
| GLOBEFLEX CAPITAL L P | $1,188,763 | 49,969 | 0.24% | Shares |
| Bank of New York Mellon Corp | $1,144,632 | 48,114 | 0.23% | Shares |
| TWO SIGMA INVESTMENTS, LP | $1,125,362 | 47,304 | 0.23% | Shares |
| TUDOR INVESTMENT CORP ET AL | $1,065,792 | 44,800 | 0.22% | Call option |
| D.A. DAVIDSON & CO. | $1,042,383 | 43,816 | 0.21% | Shares |
| MORGAN STANLEY | $1,039,100 | 43,678 | 0.21% | Shares |
| TUDOR INVESTMENT CORP ET AL | $1,007,792 | 42,362 | 0.21% | Shares |
| D. E. Shaw & Co., Inc. | $963,899 | 40,517 | 0.20% | Shares |
| OP Asset Management Ltd | $954,360 | 40,116 | 0.19% | Shares |
| CITIGROUP INC | $946,319 | 39,778 | 0.19% | Shares |
| Mariner, LLC | $909,087 | 38,217 | 0.19% | Shares |
| Quadrature Capital Ltd | $906,161 | 38,090 | 0.18% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $871,737 | 36,643 | 0.18% | Shares |
| RHUMBLINE ADVISERS | $868,373 | 36,502 | 0.18% | Shares |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $851,373 | 35,787 | 0.17% | Shares |
| IEQ CAPITAL, LLC | $834,125 | 35,062 | 0.17% | Shares |
| KLP KAPITALFORVALTNING AS | $832,650 | 35,000 | 0.17% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $780,383 | 32,803 | 0.16% | Shares |
| AdvisorShares Investments LLC | $773,175 | 32,500 | 0.16% | Shares |
| WINMILL & CO. INC | $770,796 | 32,400 | 0.16% | Shares |
| ALPS ADVISORS INC | $723,145 | 30,397 | 0.15% | Shares |
| Cubist Systematic Strategies, LLC | $716,220 | 31,317 | 0.15% | Shares |
| J.M. Arbour, LLC | $714,866 | 30,049 | 0.15% | Shares |
| FMR LLC | $693,597 | 29,155 | 0.14% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $665,668 | 27,981 | 0.14% | Shares |
| FOX RUN MANAGEMENT, L.L.C. | $650,609 | 27,348 | 0.13% | Shares |
Company insiders 32 insiders · 13 officers · 10 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jayme Mendal | CEO and President | July 1, 2026 F | 600,735 | 0 | 10 | $-2,251,491 |
| Seth Birnbaum | President and CEO | Oct. 15, 2020 M | 437,464 | 0 | 0 | $0 |
| John Brandon Wagner | CFO and Treasurer | April 3, 2023 F | 330,731 | 0 | 0 | $0 |
| Jon Ayotte | Chief Accounting Officer | July 8, 2026 M | 76,855 | 0 | 16 | $-357,145 |
| David Brainard | Chief Technology Officer | July 6, 2026 S | 165,336 | 0 | 9 | $-674,981 |
| Julia Brncic | General Counsel | Aug. 27, 2025 S | 119,676 | 0 | 1 | $-33,760 |
| David W Mason | General Counsel and Secretary | Oct. 3, 2022 F | 191,243 | 0 | 0 | $0 |
| Nicholas Graham | Chief Revenue Officer | Aug. 9, 2022 S | 37,275 | 0 | 0 | $0 |
| Tomas Revesz Jr | Chief Architect | March 29, 2022 S | 460,409 | 0 | 0 | $0 |
| Eugene Suzuki | Chief Information Officer | Nov. 5, 2021 M | 91,402 | 0 | 0 | $0 |
| Elyse Neumeier | Chief People Officer | Oct. 1, 2021 S | 46,218 | 0 | 0 | $0 |
| Craig Lister | Chief Marketing Officer | Aug. 17, 2021 S | 44,541 | 0 | 0 | $0 |
| Shimrit Markette | SVP, People Operations | May 7, 2019 S | 79,312 | 0 | 0 | $0 |
| John L. Shields | Director | June 4, 2026 A | 34,324 | 0 | 2 | $-93,020 |
| Mira Wilczek | Director | June 4, 2026 A | 110,353 | 0 | 0 | $0 |
| George R Neble | Director | June 4, 2026 A | 60,596 | 0 | 3 | $-42,714 |
| Paul F Deninger | Director | June 4, 2026 A | 81,748 | 0 | 0 | $0 |
| BANSAL SANJU K | Director | June 4, 2026 A | 471,668 | 0 | 0 | $0 |
| David B. Blundin | Director | Aug. 10, 2025 D | 2,598,154 | 0 | 0 | $0 |
| Darryl Auguste | Director | May 23, 2023 S | 83,919 | 0 | 0 | $0 |
| John Francis Lunny Jr. | Director | March 10, 2023 M | 50,768 | 0 | 0 | $0 |
| LINK VENTURES INVESTMENT VEHICLE II, LLC | 10% owner | April 24, 2023 J | 0 | 0 | 0 | $0 |
| Adam Reilly Bayer | 10% owner | Dec. 11, 2018 C | 230,688 | 0 | 0 | $0 |
| John Mark Felton | 10% owner | Dec. 11, 2018 C | 121,136 | 0 | 0 | $0 |
| Joseph Sanborn | — | Aug. 10, 2026 S | 305,241 | 0 | 12 | $-962,459 |
| Jonathan Klein Shapiro | — | Dec. 13, 2018 C | 154,064 | 0 | 0 | $0 |
| Edward Hammond | — | July 2, 2018 C | 0 | 0 | 0 | $0 |
| Thomas Ellis | — | July 2, 2018 C | 0 | 0 | 0 | $0 |
| Edward Franklin Walker | — | July 2, 2018 C | 0 | 0 | 0 | $0 |
| Jeffrey Mee Choy Considine | — | July 2, 2018 C | 0 | 0 | 0 | $0 |
| John W. Byers | — | July 2, 2018 C | 0 | 0 | 0 | $0 |
| John David Giordano | — | July 2, 2018 C | 140,400 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 2 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 |
|---|---|---|---|---|---|
| David B. Blundin, Recognition Capital, LLC, Link Ventures LLLP, Link Management LLC, Cogo Fund 2020, LLC, Cogo Labs, LLC, Link Equity Partners, LLC ×9 filings | Aug. 13, 2025 | 18.40% | Amendment | Passive investment | SEC |
| Link Ventures Investment Vehicle II, LLC, Link Ventures LLLP | March 28, 2022 | — | 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 47 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 |
|---|---|---|---|---|
| BFOR · ALPS ETF Trust | 0.27% | 29,855 NS | May 31, 2026 | N-PORT |
| SMIZ · Zacks Trust | 0.20% | 26,212 NS | May 31, 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0.19% | 9,626 NS | May 31, 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0.15% | 145,672 NS | June 30, 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0.09% | 212,875 NS | April 30, 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.08% | 42,069 NS | May 31, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.05% | 18,742 NS | April 30, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.03% | 38,380 NS | May 31, 2026 | N-PORT |
| FCOM · FIDELITY COVINGTON TRUST | 0.02% | 30,451 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.01% | 1,349 NS | May 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.01% | 12,496 NS | April 30, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 114,640 NS | April 30, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.01% | 130,081 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.01% | 1,056 NS | May 31, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.01% | 103,949 NS | May 31, 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0.01% | 818 NS | May 31, 2026 | N-PORT |
| URTY · ProShares Trust | 0.01% | 1,069 NS | May 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.00% | 44,179 NS | April 30, 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.00% | 1,027 NS | May 31, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 1,142 NS | May 31, 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 20,263 NS | May 31, 2026 | N-PORT |
| HDG · ProShares Trust | 0.00% | 27 NS | May 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 53,924 NS | April 30, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 13,379 NS | April 30, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 1,990 NS | April 30, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 981 NS | April 30, 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 15,097 NS | May 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 5,000 NS | April 30, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 4,670 NS | April 30, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | — | — | July 30, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | — | — | July 30, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | — | — | July 30, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| ITOT · iShares Trust | — | — | Aug. 5, 2026 | Daily |
| IWV · iShares Trust | — | — | Aug. 18, 2026 | Daily |
| IWN · iShares Trust | — | — | Aug. 17, 2026 | Daily |
| IWM · iShares Trust | — | — | Aug. 18, 2026 | Daily |
| IWC · iShares Trust | — | — | Aug. 18, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | July 13, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | July 13, 2026 | Daily |
| VOX · VANGUARD WORLD FUND | — | — | July 20, 2026 | Daily |
| SMLF · iShares Trust | — | — | Aug. 10, 2026 | Daily |
| WSML · iShares Trust | — | — | Aug. 5, 2026 | Daily |