Earnings History
EPS actual vs estimate, surprise %, beat rate, next earnings date
14
Avg Surprise12.9%
Next ReportNov 10, 2026
Period
Report
EPS Actual
EPS Est
Surprise
June 30, 2026
Aug 17, 2026
$-0.55
$-0.53
-4.6%
March 31, 2026
May 20, 2026
$-0.48
$-0.56
14.3%
Dec. 31, 2025
$-0.45
$-0.64
29.7%
Sept. 30, 2025
$-0.55
$-0.59
7.3%
June 30, 2025
$-0.46
$-0.50
8.0%
March 31, 2025
$-0.40
$-0.52
22.5%
Full Fundamentals
All metrics by year — income statement, balance sheet, cash flow
15
Income Statement16
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Revenue
·
·
$0
$0
$0
$0
$0
$0
$0
$0
$0
R&D Expense
$101M
$75M
$1M
$5M
$14M
$5M
$2M
$4M
$14M
$12M
$7M
SG&A Expense
$21M
$13M
$6M
$6M
$6M
$5M
$4M
$4M
$5M
$4M
$4M
Operating Expenses
$122M
$88M
$7M
$11M
$19M
$10M
$6M
$8M
$19M
$17M
$11M
Operating Income
$-122M
$-88M
$-7M
$-11M
$-19M
$-10M
$-6M
$-8M
$-19M
$-17M
$-11M
Interest Expense
·
·
·
·
·
$9.0K
$7.0K
$8.0K
$6.0K
·
$4.0K
Interest Income
$17M
$6M
·
·
·
·
·
·
·
·
·
Other Non-op
$-12.0K
$4.0K
·
·
·
·
·
·
·
·
·
Pretax Income
$-105M
$-84M
·
·
$-19M
$-10M
$-6M
$-8M
$-19M
$-16M
·
Income Tax
·
·
$0
$0
$0
$-9.0K
$-167.0K
$-31.0K
$-61.0K
$0
$0
Net Income
$-105M
$-84M
$-5M
$-10M
$-19M
$-10M
$-5M
$-8M
$-18M
$-16M
$-11M
EPS (Basic)
·
$-3.87
$-0.37
$-0.69
$-1.39
·
·
·
·
·
·
EPS (Diluted)
·
$-3.87
$-0.37
$-0.69
$-1.39
·
·
·
·
·
·
Shares (Basic)
·
16,789,362
14,415,877
14,410,143
13,903,871
·
·
·
·
·
·
Shares (Diluted)
·
16,789,362
14,415,877
14,410,143
13,903,871
·
·
·
·
·
·
EBITDA
$-122M
$-88M
$-7M
$-11M
$-19M
$-10M
$-6M
$-8M
$-19M
$-17M
$-11M
Balance Sheet21
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Cash & Equivalents
$47M
$62M
$37M
$42M
$53M
$49M
$8M
$7M
$9M
$7M
$39M
Short-term Investments
$290M
$314M
·
·
·
·
·
·
·
·
·
Prepaid Expense
$7M
$1M
·
·
·
·
·
·
·
·
·
Other Current Assets
·
·
$161.0K
$254.0K
$1M
$897.0K
$117.0K
$169.0K
$547.0K
$282.0K
$114.0K
Current Assets
$344M
$377M
$38M
$43M
$54M
$50M
$8M
$7M
$12M
$21M
$39M
PP&E (Net)
$288.0K
$162.0K
$10.0K
$25.0K
$48.0K
$21.0K
$10.0K
$24.0K
$42.0K
$66.0K
$28.0K
PP&E (Gross)
·
·
$222.0K
$229.0K
$243.0K
$271.0K
$377.0K
$398.0K
$443.0K
$453.0K
$415.0K
Accum. Depreciation
·
·
$212.0K
$204.0K
$195.0K
$250.0K
$367.0K
$374.0K
$401.0K
$387.0K
$387.0K
Other Non-current Assets
$103.0K
$43.0K
$12.0K
$18.0K
$18.0K
$12.0K
$24.0K
$24.0K
$24.0K
$766.0K
$630.0K
Total Assets
$489M
$396M
$38M
$43M
$55M
$50M
$9M
$7M
$12M
$25M
$40M
Accounts Payable
·
·
$362.0K
$334.0K
$1M
$2M
$418.0K
$230.0K
$622.0K
$1M
$364.0K
Current Liabilities
$15M
$13M
$637.0K
$1M
$3M
$3M
$926.0K
$793.0K
$2M
$2M
$2M
Capital Leases
$1M
$755.0K
$204.0K
$280.0K
$383.0K
$409.0K
·
·
·
·
·
Total Liabilities
$17M
$14M
$841.0K
$1M
$4M
$4M
$926.0K
$793.0K
$2M
$2M
$2M
Common Stock
$49.0K
$37.0K
$14.0K
$14.0K
$14.0K
$10.0K
$2.0K
$1.0K
$12.0K
$9.0K
$9.0K
Paid-in Capital
$658M
$463M
·
·
·
·
·
·
·
·
·
Retained Earnings
$-189M
$-84M
$-189M
$-183M
$-173M
$-154M
$-144M
$-139M
$-131M
$-113M
$-96M
AOCI
$546.0K
$-41.0K
·
·
·
·
·
·
$-2.0K
$-19.0K
·
Stockholders' Equity
$472M
$382M
$37M
$42M
$51M
$47M
$8M
$6M
$10M
$22M
$38M
Liabilities + Equity
$489M
$396M
$38M
$43M
$55M
$50M
$9M
$7M
$12M
$25M
$40M
Shares Outstanding
48,722,309
37,440,510
14,501,143
14,410,143
14,410,143
9,548,150
1,594,070
773,558
654,170
9,082,366
9,051,217
Cash Flow11
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
D&A
·
·
$15.0K
$20.0K
$16.0K
$8.0K
$18.0K
$22.0K
$27.0K
$24.0K
$19.0K
Stock-based Comp
$24M
$15M
$686.0K
$556.0K
$497.0K
$43.0K
$151.0K
$273.0K
$458.0K
$576.0K
$599.0K
Operating Cash Flow
$-88M
$-58M
$-5M
$-11M
$-19M
$-8M
$-5M
$-8M
$-17M
$-15M
$-11M
CapEx
$209.0K
$189.0K
$0
$2.0K
$43.0K
$19.0K
$4.0K
$4.0K
$3.0K
$12.0K
$11.0K
Investing Cash Flow
$-97M
$-330M
$0
$-2.0K
$-43.0K
$-19.0K
$-4.0K
$3M
$13M
·
·
Stock Issued
$671.0K
$54.0K
·
·
$24M
$51M
$7M
$4M
$7M
·
$37M
Net Stock Activity
$671.0K
$54.0K
·
·
$24M
$51M
$7M
$4M
$7M
·
$37M
Financing Cash Flow
$170M
$450M
$0
$0
$23M
$48M
$7M
$3M
$6M
·
·
Net Change in Cash
·
·
$-5M
$-11M
$4M
$41M
$2M
$-2M
$1M
·
·
Free Cash Flow
$-88M
$-58M
$-5M
$-11M
$-19M
$-8M
$-5M
$-8M
$-17M
$-15M
$-11M
Levered FCF
·
·
·
·
·
$-8M
$-5M
$-8M
$-17M
·
·
Profitability3
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
ROA
-23.8%
-42.3%
-13.2%
-20.3%
-36.7%
-33.0%
-71.4%
-82.7%
-100.0%
-51.2%
-41.1%
ROE
-25.9%
-23.1%
-14.2%
-23.5%
-35.9%
-20.1%
-66.8%
-117.6%
-150.2%
-54.6%
-43.3%
ROIC
·
·
·
·
·
-21.0%
-74.1%
-134.1%
-181.5%
·
·
Liquidity & Solvency3
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Current Ratio
22.4
28.9
59.0
37.7
15.6
14.3
9.2
8.5
5.9
9.0
25.9
Quick Ratio
21.9
28.8
58.8
37.5
15.3
14.0
9.0
8.3
4.2
3.1
25.8
Interest Coverage
·
·
·
·
·
-1085.1
-830.6
-1014.8
-3118.7
·
-2863.8
Efficiency1
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Asset Turnover
·
·
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
Per Share5
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Book Value / Share
$9.69
$10.21
$2.55
$2.89
$3.54
$4.87
$4.77
$0.43
$0.87
$2.44
$4.21
Revenue / Share
·
·
$0.00
$0.00
·
·
·
·
·
·
·
Cash Flow / Share
·
$-3.44
$-0.35
$-0.76
·
·
·
·
·
·
·
Cash / Share
$0.96
$1.64
$2.58
$2.95
$3.70
$5.14
$5.25
$0.47
$0.74
$0.81
$4.29
EPS (TTM)
$-9.28
$-3.87
$-0.37
$-0.69
$-1.39
·
·
·
·
·
·
Valuation (TTM)9
Metric
Trend
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Revenue TTM
·
·
$0
$0
$0
$0
$0
$0
$0
$0
$0
Net Income TTM
$-105M
$-84M
$-5M
$-10M
$-19M
$-10M
$-5M
$-8M
$-18M
$-16M
$-11M
Market Cap
$1.48B
$726M
$296M
$410M
$372M
$459M
$109M
$993M
$3.43B
$5.59B
$9.09B
P/E
-3.3
-5.0
-55.1
-41.2
-18.6
·
·
·
·
·
·
P/B
3.1
1.9
8.0
9.8
7.3
9.9
14.4
164.5
334.2
251.9
238.8
P / Tangible Book
3.1
1.9
8.0
9.8
7.3
9.9
·
·
·
·
·
P / Cash Flow
-16.7
-12.6
-59.0
-37.6
-19.8
-59.5
-22.8
-120.4
-196.5
-373.1
-863.0
P / FCF
-16.7
-12.5
-59.0
-37.6
-19.8
-59.3
-22.7
-120.3
-196.5
-372.8
-862.1
Earnings Yield
-30.6%
-20.0%
-1.8%
-2.4%
-5.4%
·
·
·
·
·
·
Income Statement13
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
·
·
·
·
·
·
·
·
$0
$0
$0
$0
$0
$0
·
$0
R&D Expense
$43M
$29M
$28M
$29M
$24M
$20M
$31M
$26M
$19M
$165.0K
$47.0K
$322.0K
$254.0K
$390.0K
$61.0K
$1M
SG&A Expense
$7M
$7M
$7M
$5M
$4M
$5M
$4M
$4M
$3M
$2M
$2M
$2M
$2M
$1M
$1M
$2M
Operating Expenses
$50M
$36M
$34M
$34M
$28M
$25M
$35M
$29M
$21M
$2M
$2M
$2M
$2M
$2M
$2M
$3M
Operating Income
$-50M
$-36M
$-34M
$-34M
$-28M
$-25M
$-35M
$-29M
$-21M
$-2M
$-2M
$-2M
$-2M
$-2M
$-2M
$-3M
Interest Income
$9M
$5M
$5M
$4M
$4M
$4M
·
$1M
·
·
·
·
·
·
·
·
Other Non-op
$4.0K
$8.0K
$-12M
$4M
$-2.0K
$-5.0K
·
$826.0K
$-750.0K
·
·
·
·
·
·
·
Net Income
$-41M
$-32M
$-30M
$-30M
$-25M
$-21M
$-31M
$-29M
$-22M
$-2M
$-1M
$-1M
$-1M
$-1M
$-1M
$-2M
EPS (Basic)
·
·
·
·
$-0.46
$-0.40
·
$-1.46
$-6.96
$-0.14
$-0.08
$-0.10
$-0.10
$-0.09
$-0.08
$-0.16
EPS (Diluted)
·
·
·
·
$-0.46
$-0.40
·
$-1.46
$-6.96
$-0.14
$-0.08
$-0.10
$-0.10
$-0.09
$-0.08
$-0.16
Shares (Basic)
·
·
·
·
42,095,951
41,679,560
·
15,013,655
3,197,975
14,501,143
·
14,410,143
14,410,143
14,410,143
·
14,410,143
Shares (Diluted)
·
·
·
·
42,095,951
41,679,560
·
15,013,655
3,197,975
14,501,143
·
14,410,143
14,410,143
14,410,143
·
14,410,143
EBITDA
·
$-36M
·
$-34M
$-28M
$-25M
·
$-29M
$-3M
$-2M
·
$-2M
$-2M
$-2M
·
$-3M
Balance Sheet21
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
$268M
$50M
$47M
$91M
$65M
$84M
$62M
$411M
$33M
$36M
$37M
$38M
$40M
$41M
$42M
$44M
Short-term Investments
$605M
$339M
$290M
$258M
$263M
$266M
$314M
·
·
·
·
·
·
·
·
·
Prepaid Expense
$11M
$6M
$7M
$6M
$4M
$3M
$1M
$2M
·
·
·
·
·
·
·
·
Other Current Assets
·
·
·
·
·
·
·
·
$537.0K
$767.0K
$161.0K
$405.0K
$599.0K
$852.0K
$254.0K
$611.0K
Current Assets
$885M
$395M
$344M
$355M
$332M
$352M
$377M
$413M
$34M
$37M
$38M
$39M
$41M
$42M
$43M
$45M
PP&E (Net)
$275.0K
$318.0K
$288.0K
$253.0K
$174.0K
$159.0K
$162.0K
$160.0K
$4.0K
$7.0K
$10.0K
$13.0K
$17.0K
$21.0K
$25.0K
$30.0K
PP&E (Gross)
·
·
·
·
·
·
·
·
$222.0K
$222.0K
$222.0K
$229.0K
$229.0K
$229.0K
$229.0K
$231.0K
Accum. Depreciation
·
·
·
·
·
·
·
·
$218.0K
$215.0K
$212.0K
$216.0K
$212.0K
$208.0K
$204.0K
$201.0K
Other Non-current Assets
$128.0K
$103.0K
$103.0K
$103.0K
$103.0K
$103.0K
$43.0K
$43.0K
$12.0K
$12.0K
$12.0K
$12.0K
$18.0K
$18.0K
$18.0K
$18.0K
Total Assets
$1.14B
$504M
$489M
$509M
$357M
$377M
$396M
$414M
$34M
$37M
$38M
$39M
$41M
$42M
$43M
$45M
Accounts Payable
·
·
·
·
·
·
·
·
$571.0K
$529.0K
$362.0K
$322.0K
$241.0K
$366.0K
$334.0K
$593.0K
Current Liabilities
$23M
$17M
$15M
$21M
$12M
$12M
$13M
$18M
$1M
$2M
$637.0K
$992.0K
$2M
$1M
$1M
$2M
Capital Leases
$2M
$1M
$1M
$1M
$2M
$664.0K
$755.0K
$842.0K
$0
$0
$204.0K
$224.0K
$243.0K
$262.0K
$280.0K
$301.0K
Total Liabilities
$25M
$18M
$17M
$22M
$14M
$12M
$14M
$19M
$1M
$2M
$841.0K
$1M
$2M
$2M
$1M
$2M
Common Stock
$61.0K
$50.0K
$49.0K
$48.0K
$37.0K
$37.0K
$37.0K
$35.0K
$14.0K
$14.0K
$14.0K
$14.0K
$14.0K
$14.0K
$14.0K
$14.0K
Paid-in Capital
$1.38B
$705M
$658M
$643M
$470M
$466M
$463M
$397M
·
·
·
·
·
·
·
·
Retained Earnings
$-262M
$-221M
$-189M
$-160M
$-129M
$-105M
$-84M
$-58M
$-193M
$-191M
$-189M
$-188M
$-186M
$-185M
$-183M
$-182M
AOCI
$-2M
$-480.0K
$546.0K
$185.0K
$-27.0K
$-6.0K
$-41.0K
·
·
·
·
·
·
·
·
·
Stockholders' Equity
$1.11B
$487M
$472M
$487M
$344M
$365M
$382M
$342M
$33M
$35M
$37M
$38M
$39M
$41M
$42M
$43M
Liabilities + Equity
$1.14B
$504M
$489M
$509M
$357M
$377M
$396M
$414M
$34M
$37M
$38M
$39M
$41M
$42M
$43M
$45M
Shares Outstanding
61,069,887
50,167,623
48,722,309
48,384,150
37,450,745
37,440,510
37,440,510
34,998,550
14,507,143
14,501,143
14,501,143
14,410,143
14,410,143
14,410,143
14,410,143
14,410,143
Cash Flow10
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
·
·
·
·
·
·
·
·
$3.0K
$3.0K
$3.0K
$4.0K
$4.0K
$4.0K
$5.0K
$4.0K
Stock-based Comp
$7M
$7M
$4M
$10M
$5M
$5M
·
$9M
$112.0K
$114.0K
$141.0K
$154.0K
$187.0K
$204.0K
$120.0K
$97.0K
Operating Cash Flow
$-33M
$-24M
$-23M
$-22M
$-23M
$-21M
·
·
$-3M
$-2M
$-1M
$-2M
$-694.0K
$-2M
$-1M
$-2M
CapEx
$0
$73.0K
$63.0K
$99.0K
$34.0K
$13.0K
·
·
·
·
·
·
·
·
$0
$0
Investing Cash Flow
$-411M
$-14M
$-22M
$-122M
$5M
$43M
·
·
$0
$0
·
·
$0
$0
$0
$0
Stock Issued
$4M
$2M
$562.0K
$0
·
·
·
·
·
·
·
·
·
·
·
·
Net Stock Activity
·
$2M
·
·
·
·
·
·
·
·
·
·
·
·
·
·
Financing Cash Flow
$663M
$41M
$298.0K
$170M
·
·
·
·
$14.0K
$0
·
·
$0
$0
·
·
Net Change in Cash
·
·
·
·
·
·
·
·
$-3M
$-2M
$-1M
$-2M
$-694.0K
$-2M
$-1M
$-2M
Free Cash Flow
·
$-24M
·
·
·
$-21M
·
·
·
·
·
·
·
·
·
·
Profitability2
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
ROA
·
-7.2%
·
-6.6%
-12.6%
-10.2%
·
-12.6%
-6.5%
-5.2%
·
-3.4%
·
-2.9%
·
-4.4%
ROE
·
-7.5%
·
-7.3%
-13.1%
-10.5%
·
-15.0%
-6.9%
-5.4%
·
-3.5%
·
-3.0%
·
-4.7%
Liquidity & Solvency2
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
·
23.8
·
16.9
27.4
30.0
·
22.9
26.6
23.2
·
39.2
·
32.9
·
23.0
Quick Ratio
·
23.4
·
16.7
27.1
29.8
·
22.8
26.2
22.7
·
38.8
·
32.3
·
22.7
Efficiency1
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
·
·
·
·
·
·
·
·
·
0.0
·
·
·
0.0
·
·
Per Share5
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
Book Value / Share
·
$9.70
·
$10.06
$9.18
$9.74
·
$9.78
$2.25
$2.42
·
$2.63
·
$2.81
·
$2.97
Revenue / Share
·
·
·
·
·
·
·
·
·
$0.00
·
·
·
$0.00
·
·
Cash Flow / Share
·
·
·
·
·
$-0.50
·
·
·
$-0.11
·
·
·
$-0.11
·
·
Cash / Share
·
$0.99
·
$1.89
$1.75
$2.23
·
$11.74
$2.29
$2.48
·
$2.67
·
$2.83
·
$3.05
EPS (TTM)
·
·
·
·
·
·
·
$-8.64
$-7.28
$-0.42
·
$-0.37
$-0.43
$-0.55
·
$-1.01
Valuation (TTM)8
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
$0
$0
·
$0
$0
$0
·
$0
$0
$0
·
·
·
·
·
·
Net Income TTM
$-133M
$-116M
·
$-107M
$-105M
$-103M
·
$-54M
$-27M
$-6M
·
$-5M
$-6M
$-8M
·
$-14M
Market Cap
·
$2.46B
·
$930M
$420M
$384M
·
$858M
$667M
$306M
·
$348M
·
$344M
·
$356M
P/E
·
·
·
·
·
·
·
-2.8
-6.3
-50.3
·
-65.2
-56.7
-43.4
·
-24.5
P/B
·
5.1
·
1.9
1.2
1.1
·
2.5
20.5
8.7
·
9.2
·
8.5
·
8.3
P / Tangible Book
5.2
5.1
·
1.9
1.2
1.1
·
2.5
20.5
8.7
·
9.2
·
8.5
·
8.3
P / Cash Flow
·
-104.4
·
·
·
-18.4
·
·
·
-200.4
·
·
·
-215.7
·
·
Earnings Yield
·
·
·
·
·
·
·
-35.2%
-15.8%
-2.0%
·
-1.5%
-1.8%
-2.3%
·
-4.1%
Most recent period on the left · null values shown as ·
Financial Statements
Income statement, balance sheet, cash flow — annual, last 5 years
16
Metric
2025-12-31
2024-12-31
2024-02-06
2023-12-31
2022-12-31
Revenue
·
·
·
$0
$0
Net Income
$-105M
$-84M
·
$-5M
$-10M
Diluted EPS
·
$-3.87
·
$-0.37
$-0.69
Metric
2025-12-31
2024-12-31
2024-02-06
2023-12-31
2022-12-31
Current Ratio
22.4
28.9
·
59.0
37.7
Quick Ratio
21.9
28.8
·
58.8
37.5
Metric
2025-12-31
2024-12-31
2024-02-06
2023-12-31
2022-12-31
Free Cash Flow
$-88M
$-58M
·
$-5M
$-11M
Institutional owners (13F)
263 filers
· $6.8B total
· As of Sept. 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.
Holders263
Value held$6.8B
New positions100
Exited positions26
Institutional activity — Q2 2026 vs prior quarter
New positions
Exited positions
Increased
Decreased
Net shares change
100 (+35 vs prior Q)
26 (+8 vs prior Q)
96 (+30 vs prior Q)
47 (+18 vs prior Q)
+20.8M
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.
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.
Growth Equity Opportunities Fund IV, LLC, New Enterprise Associates 15, L.P., NEA Partners 15, L.P., NEA 15 GP, LLC, Peter J. Barris, Forest Baskett, Anthony A. Florence, Jr., Krishna S. Kolluri, Joshua Makower, David M. Mott, Jon M. Sakoda, Scott D. Sandell, Peter W. Sonsini, Ravi Viswanathan, Harry R. Weller
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.
Company insiders
61 insiders
· 18 officers · 28 directors