Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 4 filers · $5.7M total · As of June 30, 2026

17

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.

Holders 4
Value held $5.7M
New positions 0
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
0 (-2 vs prior Q) 1 (+1 vs prior Q) 2 (+1 vs prior Q) 1 (0 vs prior Q) -18K

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
Sonoma Allocations LLC $4,882,120 400,995 85.94% Shares
ENVESTNET ASSET MANAGEMENT INC $584,974 48,146 10.30% Shares
GTS SECURITIES LLC $213,804 17,597 3.76% Shares
MORGAN STANLEY $15 1 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26