KPTI Karyopharm Therapeutics Inc. - Common Stock

NASDAQ · Biotechnology · View on SEC EDGAR ↗
$1.99
Price · Aug 19, 2026
Fundamentals as of Aug 13, 2026
52W Range
$2–$11
2% of range
Analyst Rating
BUY
12 analysts
Price Target
$7
+264% upside
P/E (TTM)
-0.1
ROE
73.7%
Net Profit Margin
-134.2%

KPTI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$1.99
Market Cap
$36M
P/E (TTM)
-0.1
EPS (TTM)
$-17.93
Revenue (TTM)
$146M
Div Yield
—
ROE
73.7%
Debt/Equity
—
52W Range
$2 – $11

KPTI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $146M
10-point trend, +94748.7%
2016-12-31 → 2025-12-31
EPS $-17.93
6-point trend, -559.2%
2020-12-31 → 2025-12-31
Free Cash Flow $-75M
10-point trend, +10.8%
2016-12-31 → 2025-12-31
Margins -134.2%

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

Metric
5Y trend
KPTI
Peer Median
P/E (TTM)
5-point trend, +99.3%
-0.1
0.8
P/S (TTM)
5-point trend, -97.4%
0.2
6.2
P/B
5-point trend, +99.5%
-0.1
3.0
Price / FCF
5-point trend, +97.4%
-0.5
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
KPTI
Peer Median
Operating Margin
5-point trend, -32.6%
-62.1%
—
Net Profit Margin
5-point trend, -126.9%
-134.2%
-1056.6%
ROA
5-point trend, -258.1%
-143.7%
-118.6%
ROE
5-point trend, -38.9%
73.7%
-139.5%
ROIC
5-point trend, -74.9%
31.0%
—

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
KPTI
Peer Median
Current Ratio
5-point trend, -70.0%
1.1
2.1
Quick Ratio
5-point trend, -67.4%
0.9
—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
KPTI
Peer Median
Revenue YoY
5-point trend, -30.4%
0.57%
—
Revenue CAGR 3Y
5-point trend, -30.4%
-2.4%
—
Revenue CAGR 5Y
5-point trend, -30.4%
6.2%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
KPTI
Peer Median
EPS (Diluted)
5-point trend, -986.7%
$-17.93
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
KPTI
Peer Median

KPTI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 12 analysts
  • Strong Buy 3 25.0%
  • Buy 6 50.0%
  • Hold 3 25.0%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

4 analysts · 2026-08-19
Median target $7.50 +276.7%
Mean target $7.25 +264.2%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.01%
Period EPS Actual EPS Est Surprise
June 30, 2026 $-2.32 $-1.30 -1.0%
March 31, 2026 $-1.02 $-1.46 0.44%
Dec. 31, 2025 $-2.22 $-2.03 -0.19%
Sept. 30, 2025 $-3.82 $-3.19 -0.63%
June 30, 2025 $-4.32 $-4.18 -0.14%
March 31, 2025 $-2.77 $-4.26 1.5%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
KPTI $135M -0.4 0.57% -134.2% 73.7% —
MGX $61M -0.7 -51.8% -348.5% -49.6% —
MCRB $142M 23.2 — 721.9% 14.8% —
TVGN — — — — — —
ELUT — 0.8 -15.0% 434.2% -753.4% 53.7%
ALGS $58M -3.8 -39.5% -1106.7% -31.1% —
CRVO $73M — -58.9% -673.1% -104.4% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 16
Annual Income Statement data for KPTI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +63684.7% $146M $145M $146M $157M $210M $108M $41M $30M $2M $154.0K $250.0K $229.0K
R&D Expense 12-point trend, +108.9% $126M $143M $139M $149M $161M $151M $122M $161M $107M $87M $98M $60M
SG&A Expense 12-point trend, +559.7% $105M $115M $132M $145M $144M $126M $105M $49M $25M $24M $22M $16M
Operating Expenses 12-point trend, +211.2% $237M $265M $276M $299M $308M $280M $230M $210M $132M $111M $119M $76M
Operating Income 12-point trend, -19.6% $-91M $-119M $-130M $-142M $-98M $-172M $-189M $-180M $-131M $-111M $-119M $-76M
Interest Expense 7-point trend, +2382200.0% · · $24M $25M $26M $27M $16M $2M · · · $1.0K
Interest Income 12-point trend, +2758.8% $3M $7M $11M $2M $582.0K $3M $5M $4M $2M $1M $897.0K $97.0K
Other Non-op 12-point trend, +663.0% $152.0K $28M $-356.0K $-83.0K $-85.0K $206.0K $-50.0K $-33.0K $-81.0K $10.0K $-2.0K $-27.0K
Pretax Income 12-point trend, -158.6% $-196M $-76M $-143M $-165M $-124M $-196M $-200M $-178M $-129M $-109M $-118M $-76M
Income Tax 12-point trend, +100.1% $43.0K $57.0K $323.0K $369.0K $268.0K $309.0K $40.0K $26.0K $63.0K $139.0K $-118M $-76M
Net Income 12-point trend, -158.7% $-196M $-76M $-143M $-165M $-124M $-196M $-200M $-178M $-129M $-110M $-118M $-76M
EPS (Basic) 6-point trend, -559.2% $-17.93 $-9.41 $-18.79 $-2.02 $-1.65 $-2.72 · · · · · ·
EPS (Diluted) 6-point trend, -559.2% $-17.93 $-14.00 $-18.79 $-2.02 $-1.65 $-2.72 · · · · · ·
Shares (Basic) 6-point trend, -100.0% 10,935 8,125 7,616 81,871 75,218,000 72,044,000 · · · · · ·
Shares (Diluted) 6-point trend, -100.0% 10,935 8,455 7,616 81,871 75,218,000 72,044,000 · · · · · ·
EBITDA 12-point trend, -19.6% $-91M $-119M $-130M $-142M $-98M $-172M $-189M $-180M $-131M $-111M $-119M $-76M
Balance Sheet 26
Annual Balance Sheet data for KPTI
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -59.8% $61M $62M $52M $135M $190M $86M $129M $118M $69M $50M $58M $151M
Short-term Investments 4-point trend, +40.6% · · · · · · · · $77M $80M $117M $55M
Receivables 7-point trend, +233.0% $26M $31M $27M $47M $22M $13M $8M · · · · ·
Inventory 7-point trend, +1067.1% $4M $5M $3M $4M $4M $3M $346.0K · · · · ·
Prepaid Expense 12-point trend, +353.2% $9M $12M $12M $20M $14M $9M $7M $6M $2M $2M $2M $2M
Other Current Assets · · · · $2M · · · · · · ·
Current Assets 12-point trend, -50.4% $103M $156M $234M $350M $276M $277M $279M $335M $148M $132M $178M $208M
PP&E (Net) 12-point trend, -96.2% $104.0K $400.0K $606.0K $1M $2M $2M $3M $4M $2M $3M $3M $3M
PP&E (Gross) 12-point trend, +72.8% $6M $7M $7M $8M $8M $7M $7M $7M $5M $5M $5M $3M
Accum. Depreciation 12-point trend, +1015.4% $6M $7M $7M $7M $6M $5M $4M $3M $3M $2M $1M $494.0K
Other Non-current Assets · · · · · · · · · · · $774.0K
Total Assets 12-point trend, -50.8% $108M $164M $240M $358M $305M $313M $295M $341M $180M $180M $215M $220M
Accounts Payable 12-point trend, -36.3% $4M $5M $3M $3M $2M $4M $985.0K $4M $6M $5M $4M $6M
Accrued Liabilities 12-point trend, +1007.3% $64M $61M $61M $58M $69M $53M $41M $32M $21M $11M $11M $6M
Current Liabilities 12-point trend, +648.4% $92M $92M $69M $66M $74M $60M $46M $47M $49M $16M $15M $12M
Capital Leases 7-point trend, -56.5% $6M $7M $3M $6M $9M $11M $13M · · · · ·
Other Non-current Liabilities 4-point trend, +11095000.00 $11M $2M $978.0K $0 · · · · · · · ·
Total Liabilities 12-point trend, +2863.5% $401M $350M $377M $375M $385M $263M $245M $158M $51M $18M $17M $14M
Long-term Debt · · · · $169M · · · · · · ·
Common Stock 12-point trend, +366.7% $14.0K $13.0K $12.0K $12.0K $8.0K $7.0K $7.0K $6.0K $5.0K $4.0K $4.0K $3.0K
Paid-in Capital · · · · · · · · · · · $345M
Retained Earnings 12-point trend, -1171.8% $-1.76B $-1.56B $-1.49B $-1.34B $-1.18B $-1.07B $-873M $-674M $-495M $-366M $-257M $-138M
AOCI 12-point trend, +344.8% $71.0K $-356.0K $-161.0K $-638.0K $191.0K $518.0K $-37.0K $-244.0K $-217.0K $-274.0K $-282.0K $-29.0K
Stockholders' Equity 12-point trend, -241.7% $-293M $-186M $-136M $-17M $-80M $51M $50M $183M $129M $162M $198M $207M
Liabilities + Equity 12-point trend, -50.8% $108M $164M $240M $358M $305M $313M $295M $341M $180M $180M $215M $220M
Shares Outstanding 12-point trend, -44.0% 18,311,000 8,413,000 114,915,000 113,213,000 75,746,000 73,923,000 65,370,000 60,829,308 49,533,150 41,887,829 35,864,765 32,699,380
Cash Flow 12
Annual Cash Flow data for KPTI
Metric Trend 202520242023202220212020201920182017201620152014
D&A 6-point trend, +201.5% · · · · · · $974.0K $735.0K $713.0K $717.0K $634.0K $323.0K
Stock-based Comp 12-point trend, -1.3% $14M $18M $22M $35M $30M $24M $15M $17M $20M $22M $17M $14M
Deferred Tax Flat — no change across 8 periods $0 $0 $0 $0 $0 $0 $0 $0 · · · ·
Operating Cash Flow 12-point trend, -46.5% $-75M $-127M $-93M $-150M $-107M $-160M $-191M $-159M $-74M $-84M $-94M $-51M
CapEx 12-point trend, -100.0% $0 $142.0K $0 $118.0K $212.0K $145.0K $206.0K $2M $62.0K $70.0K $1M $3M
Investing Cash Flow 10-point trend, +76.4% $43M $95M $8M $-104M $142M $-54M $78M $-108M $17M $25M · ·
Stock Issued · · · · · · · · · · · $113M
Net Stock Activity · · · · · · · · · · · $113M
Financing Cash Flow 10-point trend, -41.3% $30M $42M $1M $194M $74M $172M $124M $316M $76M $51M · ·
Net Change in Cash 12-point trend, +64.2% $-2M $10M $-84M $-61M $108M $-42M $12M $49M $19M $-9M $-92M $-5M
Free Cash Flow 12-point trend, -38.8% $-75M $-128M $-93M $-150M $-107M $-160M $-191M $-161M $-74M $-84M $-95M $-54M
Levered FCF 6-point trend, +28.9% · · $-117M $-175M $-133M $-188M $-207M $-164M · · · ·
Profitability 7
Annual Profitability data for KPTI
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 11-point trend, +99.8% -62.1% -82.2% -88.7% -90.5% -46.8% -159.0% -462.8% -593.0% · -71903.9% -47630.4% -33120.5%
Net Margin 11-point trend, +99.6% -134.2% -52.6% -98.0% -105.2% -59.1% -181.6% -488.1% -588.1% · -71153.9% -47272.4% -33090.4%
Pretax Margin 9-point trend, +99.8% -134.2% -52.6% -97.8% -105.0% -59.0% -181.3% -488.0% -588.0% · -71063.6% · ·
EBITDA Margin 11-point trend, +99.8% -62.1% -82.2% -88.7% -90.5% -46.8% -159.0% -462.8% -593.0% · -71903.9% -47630.4% -33120.5%
ROA 12-point trend, -259.0% -143.7% -37.8% -47.8% -49.8% -40.1% -64.6% -62.7% -68.4% -71.5% -55.4% -54.2% -40.0%
ROE 12-point trend, +275.9% 73.7% 44.2% 121.0% 210.7% 120.7% -292.3% -364.1% -100.7% -88.4% -60.8% -58.3% -41.9%
ROIC 10-point trend, +145.3% 31.0% 64.3% 95.3% 855.7% 123.6% -340.5% -380.4% -98.2% -100.9% -68.3% · ·
Liquidity & Solvency 3
Annual Liquidity & Solvency data for KPTI
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -93.4% 1.1 1.7 3.4 5.3 3.7 4.6 6.0 7.1 3.0 8.0 11.7 16.9
Quick Ratio 12-point trend, -94.4% 0.9 1.0 1.1 2.8 2.9 1.6 2.9 2.5 3.0 7.9 11.6 16.7
Interest Coverage 7-point trend, +100.0% · · -5.4 -5.7 -3.8 -6.3 -12.1 -72.2 · · · -75846.0
Efficiency 2
Annual Efficiency data for KPTI
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 11-point trend, +89125.0% 1.1 0.7 0.5 0.5 0.7 0.4 0.1 0.1 · 0.0 0.0 0.0
Receivables Turnover 7-point trend, -50.7% 5.1 5.0 3.9 4.5 11.9 10.4 10.4 · · · · ·
Per Share 5
Annual Per Share data for KPTI
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, -353.0% $-16.00 $-1.47 $-1.19 $-0.15 $-1.05 $0.68 $0.76 $3.01 $2.61 $3.87 $5.53 $6.32
Revenue / Share 4-point trend, +696123.8% $13357.75 $1145.32 $1.28 $1.92 · · · · · · · ·
Cash Flow / Share 4-point trend, -377217.3% $-6892.46 $-1005.34 $-0.81 $-1.83 · · · · · · · ·
Cash / Share 12-point trend, -28.2% $3.31 $0.50 $0.45 $1.19 $2.51 $1.16 $1.97 $1.94 $1.39 $1.19 $1.63 $4.61
EPS (TTM) 6-point trend, -559.2% $-17.93 $-14.00 $-18.79 $-2.02 $-1.65 $-2.72 · · · · · ·
Growth Rates 3
Annual Growth Rates data for KPTI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -99.4% 0.57% -0.55% -7.0% -25.1% 94.1% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -122.7% -2.4% -11.5% 10.5% · · · · · · · · ·
Revenue CAGR 5Y 6.2% · · · · · · · · · · ·
Valuation (TTM) 10
Annual Valuation (TTM) data for KPTI
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +63684.7% $146M $145M $146M $157M $210M $108M $41M $30M $2M $154.0K $250.0K $229.0K
Net Income TTM 12-point trend, -158.7% $-196M $-76M $-143M $-165M $-124M $-196M $-200M $-178M $-129M $-110M $-118M $-76M
Market Cap 12-point trend, -99.3% $135M $1.28B $1.49B $5.77B $7.31B $17.16B $18.80B $8.55B $7.13B $5.91B $7.13B $18.36B
P/E 6-point trend, +99.5% -0.4 -0.7 -0.7 -25.2 -58.5 -85.4 · · · · · ·
P/S 12-point trend, -100.0% 0.9 8.8 10.2 36.8 34.8 158.8 459.7 281.8 4444.1 38351.8 28512.5 80170.6
P/B 12-point trend, -100.5% -0.5 -6.9 -10.9 -346.7 -91.7 339.6 377.7 46.7 55.1 36.4 35.9 88.8
P / Tangible Book · · · · · 339.6 · · · · · ·
P / Cash Flow 12-point trend, +99.5% -1.8 -10.0 -16.1 -38.6 -68.2 -107.1 -98.5 -53.7 -96.8 -70.0 -75.8 -356.9
P / FCF 12-point trend, +99.5% -1.8 -10.0 -16.1 -38.6 -68.1 -107.0 -98.4 -52.9 -96.7 -69.9 -74.7 -338.2
Earnings Yield 6-point trend, -20721.4% -243.6% -138.1% -144.8% -4.0% -1.7% -1.2% · · · · · ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $146M$145M$146M$157M$210M
Operating Margin % -62.1%-82.2%-88.7%-90.5%-46.8%
Net Income $-196M$-76M$-143M$-165M$-124M
Diluted EPS $-17.93$-14.00$-18.79$-2.02$-1.65
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Current Ratio 1.11.73.45.33.7
Quick Ratio 0.91.01.12.82.9
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $-75M$-128M$-93M$-150M$-107M

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 113 filers · $188.5M 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
43 (+5 vs prior Q) 17 (+5 vs prior Q) 29 (-6 vs prior Q) 21 (+13 vs prior Q) -3.0M

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
RA CAPITAL MANAGEMENT, L.P. $18,732,549 1,917,354 9.94% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $14,863,316 1,521,322 7.89% Shares
ACORN CAPITAL ADVISORS, LLC $14,831,964 1,518,113 7.87% Shares
GOLDMAN SACHS GROUP INC $13,567,540 1,388,694 7.20% Shares
VANGUARD CAPITAL MANAGEMENT LLC $9,369,225 958,979 4.97% Shares
Catalio Capital Management, LP $9,192,153 940,855 4.88% Shares
Avidity Partners Management LP $9,032,238 924,487 4.79% Shares
TWO SIGMA INVESTMENTS, LP $6,792,729 695,264 3.60% Shares
Kalehua Capital Management LLC $6,698,742 685,644 3.55% Shares
NEA Management Company, LLC $5,635,141 576,780 2.99% Shares
Ghisallo Capital Management LLC $4,885,000 500,000 2.59% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,736,496 484,800 2.51% Call option
GEODE CAPITAL MANAGEMENT, LLC $4,332,097 443,276 2.30% Shares
Soleus Capital Management, L.P. $4,298,800 440,000 2.28% Shares
UBS Group AG $3,454,096 353,541 1.83% Shares
STATE STREET CORP $3,184,932 325,991 1.69% Shares
Affinity Asset Advisors, LLC $3,053,125 312,500 1.62% Shares
Brevan Howard Capital Management LP $3,026,912 309,817 1.61% Shares
MILLENNIUM MANAGEMENT LLC $2,986,455 305,676 1.58% Shares
Boxer Capital Management, LLC $2,955,777 302,536 1.57% Shares
Davidson Kempner Capital Management LP $2,931,000 300,000 1.56% Shares
SILVERARC CAPITAL MANAGEMENT, LLC $2,906,184 297,460 1.54% Shares
Caption Management, LLC $2,791,289 285,700 1.48% Call option
Eversept Partners, LP $2,698,220 276,174 1.43% Shares
Tetragon Partners GP Ltd $2,445,431 250,300 1.30% Call option
Trexquant Investment LP $1,840,355 188,368 0.98% Shares
BNP PARIBAS FINANCIAL MARKETS $1,837,131 188,038 0.97% Shares
BARCLAYS PLC $1,601,958 163,967 0.85% Shares
VANGUARD FIDUCIARY TRUST CO $1,420,568 145,401 0.75% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,317,172 134,818 0.70% Shares
RENAISSANCE TECHNOLOGIES LLC $1,057,251 108,214 0.56% Shares
DLD Asset Management, LP $989,625 101,500 0.53% Put option
SILVERBACK ASSET MANAGEMENT LLC $977,000 100,000 0.52% Call option
Jump Financial, LLC $918,380 94,000 0.49% Shares
Caption Management, LLC $903,725 92,500 0.48% Put option
BlackRock, Inc. $841,881 86,170 0.45% Shares
DLD Asset Management, LP $780,975 80,100 0.41% Call option
Connor, Clark & Lunn Investment Management Ltd. $746,399 76,397 0.40% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $702,199 71,873 0.37% Shares
J. Goldman & Co LP $660,452 67,600 0.35% Put option
TWO SIGMA ADVISERS, LP $660,405 89,729 0.35% Shares
J. Goldman & Co LP $659,475 67,500 0.35% Shares
Squarepoint Ops LLC $623,336 63,801 0.33% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $605,183 61,943 0.32% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $594,993 60,900 0.32% Put option
Susquehanna Portfolio Strategies, LLC $532,905 54,545 0.28% Shares
XTX Topco Ltd $520,467 53,272 0.28% Shares
CITADEL ADVISORS LLC $509,994 52,200 0.27% Call option
CITADEL ADVISORS LLC $508,714 52,069 0.27% Shares
MARSHALL WACE, LLP $376,487 38,535 0.20% Shares
BANK OF AMERICA CORP /DE/ $369,521 37,822 0.20% Shares
CITIGROUP INC $359,223 36,768 0.19% Shares
MILLENNIUM MANAGEMENT LLC $351,720 36,000 0.19% Put option
Engineers Gate Manager LP $331,848 33,966 0.18% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $326,000 33,333 0.17% Shares
JANE STREET GROUP, LLC $324,100 33,173 0.17% Shares
TORONTO DOMINION BANK $302,186 30,930 0.16% Shares
SILVERBACK ASSET MANAGEMENT LLC $293,100 30,000 0.16% Shares
Baird Financial Group, Inc. $291,058 29,791 0.15% Shares
JANE STREET GROUP, LLC $286,261 29,300 0.15% Call option
ExodusPoint Capital Management, LP $259,706 26,582 0.14% Shares
China Universal Asset Management Co., Ltd. $244,250 25,000 0.13% Shares
SIMPLEX TRADING, LLC $235,320 24,086 0.12% Shares
JANE STREET GROUP, LLC $232,526 23,800 0.12% Put option
RHUMBLINE ADVISERS $229,266 23,467 0.12% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $227,299 23,265 0.12% Shares
Velan Capital Investment Management LP $195,400 20,000 0.10% Shares
DEUTSCHE BANK AG\ $189,782 19,425 0.10% Shares
WELLS FARGO & COMPANY/MN $165,142 16,903 0.09% Shares
HSBC HOLDINGS PLC $137,363 13,750 0.07% Shares
CITADEL ADVISORS LLC $133,849 13,700 0.07% Put option
Headlands Technologies LLC $118,344 12,113 0.06% Shares
MetLife Investment Management, LLC $117,406 12,017 0.06% Shares
Nuveen, LLC $109,346 11,192 0.06% Shares
Y-Intercept (Hong Kong) Ltd $101,364 10,375 0.05% Shares
Quadrature Capital Ltd $100,592 10,296 0.05% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $89,601 9,171 0.05% Shares
FMR LLC $87,305 8,936 0.05% Shares
JPMORGAN CHASE & CO $83,272 8,257 0.04% Shares
Bank of New York Mellon Corp $81,267 8,318 0.04% Shares
Vanguard Global Advisers, LLC $80,182 8,207 0.04% Shares
Invesco Ltd. $77,593 7,942 0.04% Shares
VANGUARD GROUP INC $60,404 8,207 0.03% Shares
Police & Firemen's Retirement System of New Jersey $57,389 5,874 0.03% Shares
NEW YORK STATE COMMON RETIREMENT FUND $54,712 5,600 0.03% Shares
TD Waterhouse Canada Inc. $54,502 5,707 0.03% Shares
NORTHERN TRUST CORP $30,443 3,116 0.02% Shares
Legal & General Group Plc $18,905 1,935 0.01% Shares
Ameritas Investment Partners, Inc. $17,664 1,808 0.01% Shares
Russell Investments Group, Ltd. $15,553 1,592 0.01% Shares
Tower Research Capital LLC (TRC) $12,300 1,259 0.01% Shares
T. Rowe Price Investment Management, Inc. $7,683 786,309 0.00% Shares
ROYAL BANK OF CANADA $6,000 625 0.00% Shares
Sterling Capital Management LLC $3,439 352 0.00% Shares
OSAIC HOLDINGS, INC. $3,126 320 0.00% Shares
ACADIAN ASSET MANAGEMENT LLC $2,916 298,997 0.00% Shares
HARBOUR INVESTMENTS, INC. $2,784 285 0.00% Shares
MORGAN STANLEY $2,315 237 0.00% Shares
Quent Capital, LLC $1,622 166 0.00% Shares
Integrated Wealth Concepts LLC $1,316 134 0.00% Shares

Company insiders 33 insiders · 20 officers · 10 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Richard A. Paulson President and CEO May 14, 2026 S 269,747 0 2 $-29,011
Lori Macomber EVP, CFO & Treasurer Feb. 3, 2026 S 85,105 0 1 $-10,244
Michael Mason EVP, CFO & Treasurer Sept. 4, 2024 S 391,054 0 0 $0
Michael Falvey EVP, CFO & Treasurer Jan. 24, 2018 A — 0 0 $0
Justin A Renz EVP, CFO & Treasurer Jan. 20, 2017 A 19,173 0 0 $0
Stuart Poulton EVP, Chief Development Officer July 28, 2026 S 94,632 0 4 $-11,010
Kristin Abate Chief Accounting Officer May 14, 2026 S 23,801 0 5 $-4,864
Sohanya Roshan Cheng EVP & Chief Commercial Officer May 14, 2026 S 107,940 0 2 $-5,168
Michael Mano EVP, CLO&Secretary May 14, 2026 S 94,398 0 2 $-4,032
Reshma Rangwala EVP & Chief Medical Officer May 14, 2026 S 56,829 0 2 $-6,499
Stephen Mitchener SVP, Chief Business Officer March 1, 2023 S 128,313 0 0 $0
Sharon Shacham Chief Scientific Officer March 29, 2022 A 958,131 0 0 $0
Ran Frenkel EVP, Chief Dev. Officer Feb. 28, 2022 A 168,290 0 0 $0
Jatin Shah EVP, Chief Medical Officer Feb. 17, 2022 S 129,450 0 0 $0
John Demaree Chief Commercial Officer Feb. 25, 2021 A 23,995 0 0 $0
Tanya Lewis EVP, Chief Reg. Affairs Feb. 25, 2021 A 45,401 0 0 $0
Christopher Brett Primiano EVP, CBO, GC & Secretary Dec. 1, 2020 M 4,523 0 0 $0
Cameron Peters VP of Finance Feb. 15, 2019 A — 0 0 $0
Anand Varadan EVP, Chief Commercial Officer Feb. 15, 2019 A — 0 0 $0
Paul Brannelly SVP, FINANCE & ADMIN, TREAS May 15, 2014 P 66,136 0 0 $0
Zhen Su Director May 28, 2025 A — 0 0 $0
Christy J. Oliger Director May 28, 2025 A — 0 0 $0
Mansoor Raza Mirza Director May 28, 2025 A 0 0 0 $0
Peter Honig Director May 24, 2023 A — 0 0 $0
Michael Kauffman Director Feb. 28, 2022 A 898,131 0 0 $0
Mikael Dolsten Director May 21, 2021 A — 0 0 $0
Scott J. Garland Director June 6, 2019 A — 0 0 $0
Carsten Thiel Director Aug. 31, 2018 A — 0 0 $0
Kenneth E Weg Director June 15, 2017 A 5,000 0 0 $0
Chen Schor — May 21, 2026 A 15,508 0 0 $0
Barry E Greene — May 21, 2026 A 16,415 0 0 $0
Deepika Pakianathan — May 21, 2026 A 15,508 0 0 $0
Garen G Bohlin — May 21, 2026 A 18,517 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
James J. Bochnowski (“Bochnowski”), David L. Douglass (“Douglass”), Deepika R. Pakianathan (“Pakianathan”), Douglas A. Roeder (“Roeder”) ×3 filings June 7, 2017 — 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 13 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 … 0.12% 12,288 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.03% 35,896 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.01% 115,151 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.01% 14,746 SH Aug. 8, 2026 Daily
IWC · iShares Trust 0.01% 66,938 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.00% 32,167 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.00% 152,018 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.00% 480,349 SH Aug. 8, 2026 Daily
IWO · iShares Trust 0.00% 27,258 SH Aug. 8, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.00% 263,084 SH Aug. 8, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 677,729 SH Aug. 8, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.00% 3,188 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 1,733 SH Aug. 8, 2026 Daily