WSC WillScot Holdings Corporation - Class A Common Stock

NASDAQ · Construction · View on SEC EDGAR ↗
$23.12
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026

About WillScot Holdings Corporation - Class A Common Stock Company overview from Wikipedia

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

Price
$23.11
Market Cap
$4.18B
P/E (TTM)
-79.6
EPS (TTM)
$-0.29
Revenue (TTM)
$2.28B
Div Yield
1.2%
ROE
-5.6%
Debt/Equity
52W Range
$15 – $30

WSC 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 $2.28B
7-point trend, +114.5%
2019-12-31 2025-12-31
EPS $-0.29
7-point trend, +73.9%
2019-12-31 2025-12-31
Free Cash Flow $738M
7-point trend, +349.2%
2019-12-31 2025-12-31
Margins -2.3%
7-point trend, +31.2%
2019-12-31 2025-12-31

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

Metric
5Y trend
WSC
Peer Median
P/E (TTM)
5-point trend, -209.7%
-79.6
40.6
P/S (TTM)
5-point trend, -72.6%
1.8
1.4
P/B
5-point trend, -13.0%
4.9
4.3
Price / FCF
5-point trend, -74.2%
5.7

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

Metric
5Y trend
WSC
Peer Median
Gross Margin
5-point trend, -0.2%
51.0%
15.1%
Operating Margin
5-point trend, -58.2%
8.0%
Net Profit Margin
5-point trend, -127.5%
-2.3%
3.3%
ROA
5-point trend, -131.6%
-0.89%
4.1%
ROE
5-point trend, -169.1%
-5.6%
12.5%
ROIC
5-point trend, +47.0%
20.3%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
WSC
Peer Median
Current Ratio
5-point trend, -7.9%
0.9
1.3
Quick Ratio
5-point trend, -16.0%
0.7

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

Metric
5Y trend
WSC
Peer Median
Revenue YoY
5-point trend, +36.4%
-4.8%
Revenue CAGR 3Y
5-point trend, +36.4%
2.1%
Revenue CAGR 5Y
5-point trend, +36.4%
12.4%
EPS YoY
5-point trend, -142.0%
-93.6%
Net Income YoY
5-point trend, -133.1%
-94.1%

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

Metric
5Y trend
WSC
Peer Median
EPS (Diluted)
5-point trend, -142.0%
$-0.29

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
WSC
Peer Median
Payout Ratio
-96.5%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
1.2%
Payout Ratio
-96.5%
5Y Div CAGR
Ex-dateAmount
June 3, 2026$0.0700
March 4, 2026$0.0700
Dec. 3, 2025$0.0700
Sept. 3, 2025$0.0700
June 4, 2025$0.0700
March 5, 2025$0.0700

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

BUY 14 analysts
  • Strong Buy 4 28.6%
  • Buy 2 14.3%
  • Hold 8 57.1%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

10 analysts · 2026-08-15
Median target $29.00 +25.5%
Mean target $29.40 +27.2%

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

Avg Surprise
-0.26%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.26 $0.24 0.02%
March 31, 2026 $0.15 $0.16 -0.01%
Dec. 31, 2025 $-1.03 $0.33 -1.4%
Sept. 30, 2025 $0.24 $0.30 -0.06%
June 30, 2025 $0.26 $0.36 -0.10%
March 31, 2025 $0.23 $0.28 -0.05%

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

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
WSC $3.41B -64.9 -4.8% -2.3% -5.6% 51.0%
ROAD 69.0 54.2% 3.6% 11.8% 15.6%
MWH
GVA $5.02B 29.9 10.4% 4.4% 17.6% 16.1%
MYRG $3.39B 29.0 8.8% 3.2% 19.0% 11.6%
TPC $3.54B 44.4 28.1% 1.5% 6.8% 11.7%
PRIM $6.71B 24.7 19.0% 3.6% 17.1% 10.7%
CTRI $2.61B 103.8 13.1% 0.75% 3.1% 8.3%
CDNL 44.7% 5.0% 27.9%
AMRC 35.7 28.8%
NWPX $599M 17.6 6.8% 6.7% 9.2% 19.7%

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

Income Statement 15
Annual Income Statement data for WSC
Metric Trend 20252024202320222021202020192018201720162015
Revenue 11-point trend, +403.3% $2.28B $2.40B $2.36B $2.14B $1.67B $1.27B $1.06B $751M $446M $427M $453M
Cost of Revenue 3-point trend, +9.6% · · · · · · · · $85M $75M $78M
Gross Profit 11-point trend, +614.1% $1.16B $1.30B $1.33B $1.14B $845M $608M $413M $289M $166M $168M $163M
SG&A Expense 11-point trend, +317.5% $582M $631M $596M $567M $480M $338M $271M $235M $162M $139M $139M
Operating Income 11-point trend, +973.6% $181M $264M $673M $511M $300M $162M $118M $6M $-58M $-3M $-21M
Interest Expense 9-point trend, +122.8% · · $205M $146M $116M $119M $123M $98M $119M $95M $92M
Interest Income 5-point trend, -100.0% · · · · · · $0 $0 $12M $10M $10M
Pretax Income 11-point trend, +46.2% $-55M $37M $468M $365M $151M $4M $-123M $-68M $-165M $-88M $-103M
Income Tax 11-point trend, +92.9% $-2M $8M $127M $89M $37M $-56M $-2M $-39M $-936.0K $-25M $-34M
Net Income 11-point trend, +26.0% $-53M $28M $476M $340M $160M $74M $-121M $-25M $-148M $-31M $-72M
EPS (Basic) 9-point trend, -680.0% $-0.29 $0.15 $2.40 $1.57 $0.71 $0.44 $-1.11 $-0.29 · $0.05 ·
EPS (Diluted) 9-point trend, -3000.0% $-0.29 $0.15 $2.36 $1.53 $0.69 $0.25 $-1.11 $-0.53 · $0.01 ·
Shares (Basic) 9-point trend, +1128.7% 182,394,306 188,101,693 198,554,885 216,808,577 226,518,931 169,230,177 108,683,620 87,209,605 · 14,845,029 ·
Shares (Diluted) 9-point trend, +191.8% 182,394,306 190,292,256 201,849,836 221,399,162 232,793,902 177,268,383 108,683,620 88,950,564 · 62,500,000 ·
EBITDA 10-point trend, +26452.4% $181M $264M $673M $511M $676M $427M $305M $141M $23M $-688.6K ·
Balance Sheet 28
Annual Balance Sheet data for WSC
Metric Trend 20252024202320222021202020192018201720162015
Cash & Equivalents 11-point trend, +56.8% $15M $9M $11M $7M $6M $25M $3M $9M $9M $6M $9M
Receivables 10-point trend, +452.5% $395M $430M $451M $410M $351M $331M $248M $207M $95M $71M ·
Inventory 10-point trend, +409.7% $46M $47M $47M $41M $30M $24M $15M $16M $10M $9M ·
Prepaid Expense 11-point trend, +27709000.00 $28M $68M $57M $32M $35M $30M $15M $22M $14M $40M $0
Other Current Assets 2-point trend, +103.2% $41M $20M · · · · · · · · ·
Current Assets 11-point trend, +51995.6% $525M $558M $569M $521M $483M $422M $293M $256M $128M $138M $1M
PP&E (Net) 5-point trend, +270.6% · · · · $312M $304M · $184M $84M $84M ·
PP&E (Gross) 5-point trend, +163.4% · · · · $441M $402M · $274M $164M $167M ·
Accum. Depreciation 5-point trend, +54.7% · · · · $128M $98M · $90M $81M $83M ·
Goodwill 11-point trend, +1935.8% $1.26B $1.20B $1.18B $1.01B $1.01B $962M $235M $247M $29M $57M $62M
Intangibles 10-point trend, +79.3% $224M $251M $420M $419M $443M $496M $127M $132M $126M $125M ·
Other Non-current Assets 10-point trend, +679.4% $15M $17M $5M $7M $8M $16M $4M $4M $4M $2M ·
Total Assets 11-point trend, +1060.7% $5.82B $6.03B $6.14B $5.83B $5.77B $5.57B $2.90B $2.75B $1.41B $1.70B $501M
Accounts Payable 11-point trend, +82219.8% $110M $97M $86M $109M $103M $107M $110M $90M $57M $33M $133.5K
Accrued Liabilities 11-point trend, +125796.0% $126M $122M $130M $110M $107M $91M $98M $85M $49M $45M $100.0K
Current Liabilities 11-point trend, +457793.0% $611M $585M $562M $562M $518M $449M $320M $269M $156M $173M $133.5K
Capital Leases 7-point trend, +104.3% $242M $201M $188M $170M $170M $184M $118M · · · ·
Deferred Tax 10-point trend, +316.6% $492M $506M $554M $401M $306M $308M $71M $67M $121M $118M ·
Other Non-current Liabilities 10-point trend, +412.9% $57M $41M $34M $19M $16M $37M $47M $32M $19M $11M ·
Total Liabilities 11-point trend, +25162.6% $4.96B $5.02B $4.88B $4.26B $3.78B $3.51B $2.34B $2.05B $926M $1.68B $20M
Long-term Debt · · · · · · $1.63B · · · ·
Common Stock 7-point trend, +19000.00 $19.0K $19.0K $20.0K $21.0K $22.0K $23.0K $0 · · · ·
Paid-in Capital 11-point trend, +34280.0% $1.73B $1.84B $2.09B $2.89B $3.62B $3.85B $2.38B $2.39B $2.12B $1.57B $5M
Retained Earnings 11-point trend, -3844354.1% $-800M $-747M $-775M $-1.25B $-1.59B $-1.75B $-1.83B $-1.68B $-1.64B $-1.49B $-20.8K
AOCI 10-point trend, -22.0% $-69M $-71M $-53M $-70M $-29M $-37M $-63M $-68M $-49M $-57M ·
Stockholders' Equity 11-point trend, +17025.1% $856M $1.02B $1.26B $1.57B $2.00B $2.06B $491M $638M $436M $23M $5M
Liabilities + Equity 11-point trend, +1060.7% $5.82B $6.03B $6.14B $5.83B $5.77B $5.57B $2.90B $2.75B $1.41B $1.70B $501M
Shares Outstanding 6-point trend, -20.9% 181,184,438 183,565,000 189,967,000 207,952,000 223,940,000 229,038,000 · · · · ·
Cash Flow 18
Annual Cash Flow data for WSC
Metric Trend 20252024202320222021202020192018201720162015
D&A 11-point trend, -5.0% $96M $83M $73M $62M $316M $244M $187M $135M $81M $78M $101M
Stock-based Comp 11-point trend, +38426000.00 $38M $36M $34M $30M $26M $10M $7M $3M $3M $0 $0
Amort. of Intangibles 11-point trend, +239.3% $46M $38M $26M $24M $24M $12M $1M $1M $0 $0 $14M
Restructuring 11-point trend, +3184.6% $302M $9M $0 $-86.0K $12M $6M $4M $15M $2M $3M $9M
Other Non-cash 4-point trend, -38.8% · · · · $38M · $-10M $-52M $62M · ·
Operating Cash Flow 11-point trend, +535.7% $762M $562M $761M $745M $540M $305M $173M $37M $-1M $59M $120M
CapEx 11-point trend, +226.5% $24M $18M $22M $44M $30M $16M $8M $5M $4M $2M $7M
Investing Cash Flow 11-point trend, -116.1% $-417M $-362M $-350M $-309M $-384M $-125M $-153M $-1.22B $-393M $-30M $-193M
Debt Issued 8-point trend, -2.2% $1.19B $1.32B $1.91B $964M $729M $2.79B $552M $1.21B · · ·
Net Debt Issued 6-point trend, -576.7% $-146M $121M $436M $376M $216M $-22M · · · · ·
Stock Issued 10-point trend, +10266000.00 $10M $253.0K $498.0K $11M $7M $11M $921.0K $147M $572M $0 ·
Net Stock Activity 8-point trend, -93.0% $10M $253.0K $498.0K $11M $7M $11M $921.0K $147M · · ·
Dividends Paid 3-point trend, +51119000.00 $51M $0 $0 · · · · · · · ·
Financing Cash Flow 11-point trend, -543.6% $-341M $-200M $-419M $-429M $-168M $-159M $-26M $1.18B $397M $-31M $77M
Net Change in Cash 11-point trend, +84.8% $6M $-2M $-7M $5M $-12M $22M $-6M $-227.0K $3M $-3M $3M
Taxes Paid 11-point trend, +1152.5% $16M $46M $33M $25M $10M $4M $-1M $3M $-1M $-1M $-2M
Free Cash Flow 9-point trend, +12800.7% $738M $543M $739M $701M $509M $288M $164M $33M $-6M · ·
Levered FCF 7-point trend, +573.6% · · $589M $590M $419M $-90M $61M $-25M $-124M · ·
Profitability 8
Annual Profitability data for WSC
Metric Trend 20252024202320222021202020192018201720162015
Gross Margin 9-point trend, +37.4% 51.0% 54.3% 56.4% 53.0% 51.1% 48.3% 38.9% 38.5% 37.1% · ·
Operating Margin 9-point trend, +160.8% 8.0% 11.0% 28.5% 23.9% 19.0% 13.4% 11.1% 0.83% -13.1% · ·
Net Margin 8-point trend, +93.0% -2.3% 1.2% 20.2% 15.8% 8.5% · -1.1% -6.5% -33.1% · ·
Pretax Margin 9-point trend, +93.4% -2.4% 1.5% 19.8% 17.0% 11.1% 1.8% -1.3% -12.3% -37.1% · ·
EBITDA Margin 9-point trend, +54.4% 8.0% 11.0% 28.5% 23.9% 35.7% 31.2% 28.6% 18.8% 5.1% · ·
ROA 9-point trend, -909.1% -0.89% 0.46% 8.0% 5.9% 2.8% · -0.39% -2.4% -9.5% 0.11% ·
ROE 9-point trend, -149.8% -5.6% 2.7% 37.0% 20.9% 8.1% · -1.8% -9.1% -64.4% 11.2% ·
ROIC 8-point trend, +252.2% 20.3% 19.9% 39.0% 24.7% 13.8% · 15.3% 0.57% -13.3% · ·
Liquidity & Solvency 3
Annual Liquidity & Solvency data for WSC
Metric Trend 20252024202320222021202020192018201720162015
Current Ratio 9-point trend, -75.1% 0.9 1.0 1.0 0.9 0.9 · 0.9 1.0 0.8 3.5 ·
Quick Ratio 9-point trend, -73.0% 0.7 0.8 0.8 0.7 0.8 · 0.8 0.8 0.7 2.5 ·
Interest Coverage 7-point trend, +772.0% · · 3.3 3.5 3.1 1.5 1.0 0.1 -0.5 · ·
Efficiency 3
Annual Efficiency data for WSC
Metric Trend 20252024202320222021202020192018201720162015
Asset Turnover 9-point trend, +0.39 0.4 0.4 0.4 0.4 0.3 · 0.4 0.4 0.3 0.0 ·
Inventory Turnover · · · · · · · · 8.5 · ·
Receivables Turnover 8-point trend, +3.1% 5.5 5.4 5.5 5.6 5.2 · 4.3 5.0 5.4 · ·
Per Share 6
Annual Per Share data for WSC
Metric Trend 20252024202320222021202020192018201720162015
Book Value / Share 5-point trend, -47.0% $4.73 $5.55 $6.64 $7.53 $8.92 · · · · · ·
Revenue / Share 7-point trend, +12.51 $12.51 $12.59 $11.72 $9.68 $8.14 $7.72 · · · $0.00 ·
Cash Flow / Share 7-point trend, +60446.4% $4.18 $2.95 $3.77 $3.36 $2.32 $1.72 · · · $0.01 ·
Cash / Share 5-point trend, +42.0% $0.08 $0.05 $0.06 $0.04 $0.06 · · · · · ·
Dividend / Share Flat — no change across 3 periods · · · · · · · · $0 $0 $0
EPS (TTM) 10-point trend, -3000.0% $-0.29 $0.15 $2.36 $1.53 $0.69 $0.25 $-1.11 $-0.53 $-0.41 $0.01 ·
Growth Rates 7
Annual Growth Rates data for WSC
Metric Trend 20252024202320222021202020192018201720162015
Revenue YoY 5-point trend, -115.2% -4.8% 1.3% 10.4% 28.1% 31.4% · · · · · ·
Revenue CAGR 3Y 3-point trend, -90.8% 2.1% 12.7% 22.9% · · · · · · · ·
Revenue CAGR 5Y 12.4% · · · · · · · · · ·
EPS YoY 4-point trend, -153.2% · -93.6% 54.2% 121.7% 176.0% · · · · · ·
EPS CAGR 3Y 2-point trend, -135.8% · -39.9% 111.3% · · · · · · · ·
Net Income YoY 4-point trend, -180.8% · -94.1% 40.3% 112.0% 116.4% · · · · · ·
Net Income CAGR 3Y 2-point trend, -151.1% · -44.0% 86.0% · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for WSC
Metric Trend 20252024202320222021202020192018201720162015
Revenue TTM 11-point trend, +403.3% $2.28B $2.40B $2.36B $2.14B $1.67B $1.27B $1.06B $751M $446M $427M $453M
Net Income TTM 11-point trend, +26.0% $-53M $28M $476M $340M $160M $74M $-121M $-25M $-148M $-31M $-72M
Market Cap 5-point trend, -62.7% $3.41B $6.14B $8.45B $9.39B $9.15B · · · · · ·
P/E 10-point trend, -106.5% -64.9 223.0 18.9 29.5 59.2 92.7 -16.7 -17.8 -31.0 995.0 ·
P/S 5-point trend, -72.6% 1.5 2.6 3.6 4.4 5.5 · · · · · ·
P/B 5-point trend, -13.0% 4.0 6.0 6.7 6.0 4.6 · · · · · ·
P / Tangible Book 3-point trend, +695.5% · · · 69.7 16.9 8.8 · · · · ·
P / Cash Flow 5-point trend, -73.6% 4.5 10.9 11.1 12.6 16.9 · · · · · ·
P / FCF 5-point trend, -74.2% 4.6 11.3 11.4 13.4 18.0 · · · · · ·
Dividend Yield 3-point trend, +0.01 1.5% 0.00% 0.00% · · · · · · · ·
Earnings Yield 10-point trend, -1640.0% -1.5% 0.45% 5.3% 3.4% 1.7% 1.1% -6.0% -5.6% -3.2% 0.10% ·
Payout Ratio -96.5% · · · · · · · · · ·
Annual Payout 3-point trend, +51119000.00 $51M $0 $0 · · · · · · · ·

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 $2.28B$2.40B$2.36B$2.14B$1.67B
Gross Margin % 51.0%54.3%56.4%53.0%51.1%
Operating Margin % 8.0%11.0%28.5%23.9%19.0%
Net Income $-53M$28M$476M$340M$160M
Diluted EPS $-0.29$0.15$2.36$1.53$0.69
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Current Ratio 0.91.01.00.90.9
Quick Ratio 0.70.80.80.70.8
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $738M$543M$739M$701M$509M

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

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Institutional owners (13F) 406 filers · $4.0B 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
93 (+35 vs prior Q) 43 (-6 vs prior Q) 108 (-7 vs prior Q) 125 (+18 vs prior Q) +13.7M

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
FMR LLC $628,899,140 21,791,377 15.88% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $266,461,292 9,232,893 6.73% Shares
VANGUARD CAPITAL MANAGEMENT LLC $226,652,241 7,853,508 5.72% Shares
STATE STREET CORP $173,503,694 6,011,909 4.38% Shares
Capital International Investors $142,431,834 4,935,268 3.60% Shares
Clearbridge Investments, LLC $132,811,782 4,601,933 3.35% Shares
TURTLE CREEK ASSET MANAGEMENT INC. $127,640,652 4,422,753 3.22% Shares
Coliseum Capital Management, LLC $125,575,430 4,351,193 3.17% Shares
PRIMECAP MANAGEMENT CO/CA/ $122,767,554 4,253,900 3.10% Shares
COOPERMAN LEON G $116,335,122 4,031,016 2.94% Shares
DIMENSIONAL FUND ADVISORS LP $110,294,175 3,821,697 2.78% Shares
Alyeska Investment Group, L.P. $88,121,326 3,053,407 2.22% Shares
ALLIANCEBERNSTEIN L.P. $85,589,886 4,930,293 2.16% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $83,342,586 2,887,824 2.10% Shares
River Road Asset Management, LLC $80,332,762 2,783,533 2.03% Shares
GEODE CAPITAL MANAGEMENT, LLC $79,707,300 2,761,012 2.01% Shares
CRAMER ROSENTHAL MCGLYNN LLC $68,564,289 2,375,755 1.73% Shares
NORGES BANK $65,583,051 2,272,455 1.66% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $63,419,504 2,197,488 1.60% Shares
VICTORY CAPITAL MANAGEMENT INC $55,944,273 1,938,471 1.41% Shares
Cartenna Capital, LP $51,948,000 1,800,000 1.31% Shares
SAMLYN CAPITAL, LLC $51,619,111 1,788,604 1.30% Shares
Douglas Lane & Associates, LLC $49,616,215 1,719,204 1.25% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $49,560,688 1,723,850 1.25% Shares
Copeland Capital Management, LLC $38,704,865 1,341,124 0.98% Shares
BROWN BROTHERS HARRIMAN & CO $38,466,253 1,332,857 0.97% Shares
VANGUARD FIDUCIARY TRUST CO $32,836,648 1,137,791 0.83% Shares
Public Sector Pension Investment Board $32,588,597 1,129,196 0.82% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $31,065,672 1,076,426 0.78% Shares
BISLETT MANAGEMENT, LLC $26,826,005 929,522 0.68% Shares
Chescapmanager LLC $25,866,035 896,259 0.65% Shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC $24,164,853 837,313 0.61% Shares
Ranger Investment Management, L.P. $24,081,736 834,433 0.61% Shares
DIVERSIFIED MANAGEMENT INC $20,830,629 1,199,921 0.53% Shares
Walleye Capital LLC $20,212,216 700,354 0.51% Shares
Jain Global LLC $17,753,229 615,150 0.45% Shares
Gotham Asset Management, LLC $14,804,401 512,973 0.37% Shares
Marathon Asset Management Ltd $14,066,241 487,406 0.36% Shares
BANK OF AMERICA CORP /DE/ $13,987,980 484,684 0.35% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $13,807,000 478,391 0.35% Shares
GLENMEDE TRUST CO NA $13,627,663 472,199 0.34% Shares
Schonfeld Strategic Advisors LLC $13,598,800 471,199 0.34% Shares
BAILLIE GIFFORD & CO $13,188,183 456,971 0.33% Shares
Aristotle Capital Boston, LLC $12,292,862 425,948 0.31% Shares
AMERIPRISE FINANCIAL INC $11,925,124 413,206 0.30% Shares
Empire Life Investments Inc. $11,589,426 401,574 0.29% Shares
GOLDMAN SACHS GROUP INC $10,615,632 367,832 0.27% Shares
Swiss National Bank $10,210,466 353,793 0.26% Shares
RHUMBLINE ADVISERS $10,194,665 353,247 0.26% Shares
BlackRock, Inc. $9,934,045 344,215 0.25% Shares
GENEVA CAPITAL MANAGEMENT LLC $9,923,356 343,845 0.25% Shares
BRIGHTLINE CAPITAL MANAGEMENT, LLC $9,870,120 342,000 0.25% Shares
California Public Employees Retirement System $9,835,921 340,815 0.25% Shares
PICTON MAHONEY ASSET MANAGEMENT $9,757,482 338,097 0.25% Shares
Granahan Investment Management, LLC $9,701,924 336,172 0.24% Shares
CASTLEARK MANAGEMENT LLC $9,406,917 325,950 0.24% Shares
Bridgewater Associates, LP $8,729,169 302,466 0.22% Shares
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC $8,690,017 301,109 0.22% Shares
ENVESTNET ASSET MANAGEMENT INC $8,267,444 286,467 0.21% Shares
Legal & General Group Plc $8,065,273 279,462 0.20% Shares
Blue Door Asset Management, LLC $8,014,249 277,694 0.20% Shares
JONES FINANCIAL COMPANIES LLLP $7,930,295 274,785 0.20% Shares
Quantinno Capital Management LP $7,828,169 271,246 0.20% Shares
Balyasny Asset Management L.P. $7,793,932 270,060 0.20% Shares
AMERICAN CENTURY COMPANIES INC $7,599,982 263,339 0.19% Shares
Edgestream Partners, L.P. $7,458,636 258,442 0.19% Shares
Grantham, Mayo, Van Otterloo & Co. LLC $6,360,253 220,383 0.16% Shares
Madison Investment Advisors, LLC $6,342,756 189,619 0.16% Shares
BOOTHBAY FUND MANAGEMENT, LLC $5,607,469 194,299 0.14% Shares
RAYMOND JAMES FINANCIAL INC $5,472,378 189,618 0.14% Shares
FIFTH THIRD BANCORP $5,407,176 187,358 0.14% Shares
STRS OHIO $5,247,412 181,823 0.13% Shares
VANGUARD ASSET MANAGEMENT, Ltd $5,162,073 178,866 0.13% Shares
Allianz Asset Management GmbH $5,126,921 177,648 0.13% Shares
Mawer Investment Management Ltd. $4,920,024 170,479 0.12% Shares
MILLENNIUM MANAGEMENT LLC $4,859,793 168,392 0.12% Shares
PRUDENTIAL FINANCIAL INC $4,727,643 163,813 0.12% Shares
Hilton Capital Management, LLC $4,578,495 158,645 0.12% Shares
BERNZOTT CAPITAL ADVISORS $4,531,242 165,374 0.11% Shares
Advantage Alpha Capital Partners LP $4,281,615 202,824 0.11% Shares
CAMBIAR INVESTORS LLC $4,228,567 146,520 0.11% Shares
BLAIR WILLIAM & CO/IL $4,070,900 141,057 0.10% Shares
FIRST TRUST ADVISORS LP $4,068,105 140,965 0.10% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,017,312 139,200 0.10% Call option
Redmond Asset Management, LLC $3,908,077 135,415 0.10% Shares
SummitTX Capital, L.P. $3,740,227 129,599 0.09% Shares
K.J. Harrison & Partners Inc $3,702,738 128,300 0.09% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $3,691,396 212,638 0.09% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $3,672,435 127,250 0.09% Shares
Carnegie Lake Advisors LLC $3,556,419 123,230 0.09% Shares
Skylands Capital, LLC $3,536,793 122,550 0.09% Shares
CastleKnight Management LP $3,463,200 120,000 0.09% Call option
SMA Capital LLC $3,174,600 110,000 0.08% Shares
Manatuck Hill Partners, LLC $3,174,600 110,000 0.08% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,157,284 109,400 0.08% Put option
Mraz, Amerine & Associates, Inc. $3,156,963 109,389 0.08% Shares
CITADEL ADVISORS LLC $2,917,746 101,100 0.07% Call option
VANGUARD GROUP INC $2,911,852 154,639 0.07% Shares
MORGAN STANLEY $2,782,987 96,430 0.07% Shares
Clearline Capital LP $2,701,007 93,590 0.07% Shares

Company insiders 31 insiders · 11 officers · 20 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Timothy D Boswell President & CEO July 1, 2026 M 153,358 0 0 $0
Matthew T Jacobsen Chief Financial Officer March 1, 2026 M 57,795 0 0 $0
Kelly M Williams President & COO July 2, 2021 M 145,754 0 0 $0
Carisa A.P. Bianchi Chief Accounting Officer Feb. 24, 2026 A 0 0 $0
Felicia Gorcyca Chief Human Resources Officer Feb. 24, 2026 A 2,668 0 0 $0
Hezron T. Lopez EVP, CLO, CCO & ESG Aug. 19, 2025 S 54,038 0 1 $-541,860
Rohan Pal EVP, Chief Technology Officer June 6, 2025 A 14,358 0 0 $0
Sally J Shanks Chief Accounting Officer March 3, 2025 M 33,091 0 0 $0
Graeme Parkes Chief Information Officer Dec. 11, 2024 S 72,818 0 0 $0
Christopher J Miner EVP, CLO, Secretary March 16, 2022 M 190,810 0 0 $0
Bradley Leon Bacon VP, General Counsel & Sec March 21, 2019 A 6,227 0 0 $0
Natalia Johnson Director June 4, 2026 A 19,091 0 0 $0
Dominick P Zarcone Director June 4, 2026 A 21,701 0 0 $0
Michael W Upchurch Director June 4, 2026 A 52,169 0 0 $0
Rebecca L Owen Director June 4, 2026 A 46,775 0 0 $0
Gerard E Holthaus Director June 4, 2026 A 422,922 0 0 $0
Jeffrey Sagansky Director June 4, 2026 A 2,421,533 0 0 $0
Erika T Davis Director June 4, 2026 A 25,464 0 0 $0
Bradley Lee Soultz Director May 13, 2026 S 414,059 0 3 $-4,205,114
Worthing Jackman Director Feb. 24, 2026 A 10,654 0 0 $0
Mark S. Bartlett Director June 6, 2025 A 155,388 0 0 $0
Erik Olsson Director March 18, 2025 M 626,306 0 0 $0
Kimberly J Mcwaters Director March 27, 2023 G 52,007 0 0 $0
Sara Ward Director June 3, 2022 A 53,807 0 0 $0
Jeffrey S Goble Director June 3, 2022 A 62,994 0 0 $0
Stephen Robertson Director Sept. 14, 2021 S 100,000 0 0 $0
Gary Lindsay Director June 11, 2021 J 0 0 0 $0
ROSEN FREDRIC D Director Sept. 18, 2018 S 34,607 0 0 $0
Dennis A Miller Director April 13, 2017 G 0 0 $0
James Marvin Mcnamara Director Sept. 16, 2015 P 0 0 $0
Double Eagle Acquisition LLC 10% owner Sept. 16, 2015 P 0 0 $0

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

Activists & 5%+ owners 4 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
Sapphire Holding S.à r.l., TDR Capital II Holdings L.P., TDR Capital LLP, Stephen Robertson, Manjit Dale ×10 filings Oct. 7, 2021 Initial filing Capital structure SEC
Mobile Mini, Inc. ×2 filings July 9, 2020 Initial filing M&A / sale SEC
Double Eagle Acquisition LLC, Jeff Sagansky ×2 filings March 15, 2018 Initial filing SEC
Harry E. Sloan ×2 filings March 15, 2018 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 73 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
SMLL · Harbor ETF Trust 4.00% 24,428 NS April 30, 2026 N-PORT
DRES · GMO ETF Trust 3.77% 53,084 NS May 31, 2026 N-PORT
PSCI · Invesco Exchange-Traded Fund Trust … 1.31% 105,845 SH Aug. 8, 2026 Daily
SMCO · Tidal Trust II 0.75% 42,526 NS April 30, 2026 N-PORT
CAFG · Pacer Funds Trust 0.69% 6,864 NS April 30, 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0.40% 230,508 NS April 30, 2026 N-PORT
VIOG · VANGUARD ADMIRAL FUNDS 0.30% 112,029 SH Aug. 8, 2026 Daily
XJR · iShares Trust 0.29% 21,388 SH Aug. 8, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS 0.28% 632,822 SH Aug. 8, 2026 Daily
FXR · First Trust Exchange-Traded AlphaDE… 0.28% 85,824 NS April 30, 2026 N-PORT
IJT · iShares Trust 0.27% 873,251 SH Aug. 8, 2026 Daily
IJR · iShares Trust 0.26% 11,038,288 SH Aug. 8, 2026 Daily
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.25% 74,269 NS May 31, 2026 N-PORT
IJS · iShares Trust 0.24% 773,334 SH Aug. 8, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS 0.23% 155,348 SH Aug. 8, 2026 Daily
SAA · ProShares Trust 0.21% 2,178 NS May 31, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.18% 6,464 NS April 30, 2026 N-PORT
ESSC · Strategy Shares 0.16% 1,869 NS April 30, 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0.14% 2,277,453 SH Aug. 8, 2026 Daily
AVSC · AMERICAN CENTURY ETF TRUST 0.14% 151,232 NS May 31, 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0.13% 111,203 SH Aug. 8, 2026 Daily
SCHA · SCHWAB STRATEGIC TRUST 0.10% 874,277 NS May 31, 2026 N-PORT
ESML · iShares Trust 0.10% 108,846 SH Aug. 8, 2026 Daily
DFAS · Dimensional ETF Trust 0.09% 556,628 NS April 30, 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.09% 490,821 NS May 31, 2026 N-PORT
ISCV · iShares Trust 0.08% 22,923 SH Aug. 8, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.08% 74,277 NS April 30, 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0.07% 39,886 NS April 30, 2026 N-PORT
ISCB · iShares Trust 0.07% 8,256 SH Aug. 8, 2026 Daily
VIS · VANGUARD WORLD FUND 0.07% 214,331 SH Aug. 8, 2026 Daily
ISCG · iShares Trust 0.06% 24,807 SH Aug. 8, 2026 Daily
SMMD · iShares Trust 0.06% 88,719 SH Aug. 8, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.06% 2,076,103 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.06% 3,943,907 SH Aug. 8, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.06% 54,230 NS April 30, 2026 N-PORT
JSTC · Tidal Trust I 0.05% 7,059 NS May 31, 2026 N-PORT
IYJ · iShares Trust 0.05% 39,951 SH Aug. 8, 2026 Daily
IWS · iShares Trust 0.04% 265,427 SH Aug. 8, 2026 Daily
WSML · iShares Trust 0.04% 10,945 SH Aug. 8, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.04% 12,495 SH Aug. 8, 2026 Daily
REVS · Columbia ETF Trust I 0.04% 4,511 NS April 30, 2026 N-PORT
IWR · iShares Trust 0.03% 723,502 SH Aug. 8, 2026 Daily
DFAT · Dimensional ETF Trust 0.03% 163,755 NS April 30, 2026 N-PORT
NUSC · Nushares ETF Trust 0.03% 14,652 NS April 30, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.03% 4,519 NS April 30, 2026 N-PORT
RECS · Columbia ETF Trust I 0.03% 60,046 NS April 30, 2026 N-PORT
FNDX · SCHWAB STRATEGIC TRUST 0.02% 217,675 NS May 31, 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.02% 10,484 NS May 31, 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0.02% 712,780 SH Aug. 8, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.02% 79,357 SH Aug. 8, 2026 Daily