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

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Price $1.47
Market Cap (MRQ) $28M
52W Range $1–$4

SWAG 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

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Valuation & Ratios 07–12

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

Metric 5Y trend SWAG 5Y avg Peer Median Verdict
P/B (MRQ) 0.9 · 1.3 Undervalued

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

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

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

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Avg Surprise 44.0%
Next Report Nov 10, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 10, 2026 $0.02 — —
March 31, 2026 May 14, 2026 $0.04 — —
June 30, 2025 $0.03 — —
Dec. 31, 2023 $0.03 $0.04 -26.5%
Sept. 30, 2023 $0.04 $0.01 292.2%
June 30, 2023 $-0.05 $-0.03 -63.4%
March 31, 2023 $0.03 $0.04 -26.5%

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

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No annual filings for SWAG

We don't have SEC filings for this ticker yet.

Most recent period on the left · null values shown as ·

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

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No data for this statement

Not enough fundamentals data to build this statement yet.

Institutional owners (13F) 24 filers · $4.5M total · As of June 30, 2026

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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 24
Value held $4.5M
New positions 8
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (+6 vs prior Q) 3 (-1 vs prior Q) 3 (-1 vs prior Q) 7 (+1 vs prior Q) +159K

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
Mink Brook Asset Management LLC $1,686,955 756,482 37.67% Shares
VANGUARD CAPITAL MANAGEMENT LLC $609,323 273,239 13.61% Shares
VANGUARD GROUP INC $542,994 327,105 12.12% Shares
RENAISSANCE TECHNOLOGIES LLC $433,358 194,331 9.68% Shares
CITADEL ADVISORS LLC $228,497 102,465 5.10% Shares
GEODE CAPITAL MANAGEMENT, LLC $216,446 97,030 4.83% Shares
BlackRock, Inc. $166,608 74,712 3.72% Shares
VANGUARD FIDUCIARY TRUST CO $133,354 59,800 2.98% Shares
MORGAN STANLEY $131,013 58,750 2.93% Shares
STATE STREET CORP $128,056 57,424 2.86% Shares
XTX Topco Ltd $51,415 23,056 1.15% Shares
NORTHERN TRUST CORP $46,975 21,065 1.05% Shares
Centiva Capital, LP $44,707 20,048 1.00% Shares
JANE STREET GROUP, LLC $28,611 12,830 0.64% Shares
RAYMOND JAMES FINANCIAL INC $22,300 10,000 0.50% Shares
Tower Research Capital LLC (TRC) $3,735 1,675 0.08% Shares
Catherine Avery Investment Management LLC $1,115 500 0.02% Shares
UBS Group AG $977 438 0.02% Shares
OSAIC HOLDINGS, INC. $892 400 0.02% Shares
Strive Financial Group ,LLC $892 400 0.02% Shares
BARCLAYS PLC $243 109 0.01% Shares
JPMORGAN CHASE & CO $80 36 0.00% Shares
HRT FINANCIAL LP $53 23,964 0.00% Shares
Caitong International Asset Management Co., Ltd $9 4 0.00% Shares

Company insiders 14 insiders · 10 officers · 5 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Andrew Shape President and CEO Aug. 28, 2025 D 3,317,000 0 0 $0
David Browner Chief Financial Officer Feb. 19, 2026 A 157,500 0 0 $0
Christopher Rollins Chief Financial Officer Nov. 12, 2021 A 10,000 0 0 $0
Sheila Johnshoy Chief Operating Officer Feb. 15, 2024 A 15,000 0 0 $0
Ian Thomas Wall Chief Information Officer Feb. 19, 2026 A 12,000 0 0 $0
John Audibert CSO and CCO Feb. 19, 2026 A 237,750 0 0 $0
Andrew Stranberg EC, Treasurer & Sec. Aug. 28, 2023 P 5,166,190 0 0 $0
Stephen Paradiso Chief of Staff April 14, 2023 A 75,000 0 0 $0
Jason Nolley Chief Technology Officer Dec. 30, 2022 P 4,000 0 0 $0
Randolph Birney Executive Vice President Nov. 12, 2021 A · 0 0 $0
Alan Chippindale Director June 20, 2025 A 40,341 0 0 $0
Ashley Marshall Director Sept. 7, 2023 P 3,652 0 0 $0
Travis Mccourt Director Nov. 12, 2021 A 2,892 0 0 $0
Alejandro Tani Director Nov. 12, 2021 A 2,892 0 0 $0

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

ETF ownership Held by 2 ETFs

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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
VXF · VANGUARD INDEX FUNDS 0.00% 94,091 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 179,148 SH Aug. 19, 2026 Daily

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

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rating · 7 analysts BUY
2 28.6% Strong Buy
4 57.1% Buy
1 14.3% Hold
0 0.0% Sell
0 0.0% Strong Sell

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

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FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SWAG · · · · · ·
THRY $265M 605.0 -4.8% 0.04% 0.14% 67.9%
SCOR $97M 1.5 0.40% -2.8% -22.3% ·
MCHX · -13.8 -5.6% · · ·
HHS $22M -27.4 -13.9% -0.51% -3.8% ·
CREX $27M -4.4 12.5% -14.5% -32.5% 44.9%
SGRP $19M -0.8 -16.8% -18.1% -197.6% 15.9%
CDLX $63M -0.6 -16.2% -44.4% -396.5% ·
XHLD · -0.1 -9.4% · · ·

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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Source: SEC 10-Q filed May 12, 2026