OakChart

Neptune Insurance Holdings Inc

NPFinancial·Insurance Brokers·USA·Mid·NYSE·Nov 11 • 12:45 PM ET

28.54+0.32 (1.15%)
2026-11-11 18:45 CET
Market cap
3,899.21 USD m
Revenue, TTM
197.00 USD m
Net income, TTM
44.71 USD m
Free cash flow, TTM
82.04 USD m
EPS diluted, TTM
0.31
P/E
92.83
Compare

Price

NP against its 20, 50 and 200-day averages
2050200earnings
25.0030.0035.003.3M6.6MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26NPclose 28.5420-day 28.8250-day 29.15200-day 27.5828.5452w high

18.8% under the 52-week high of 35.15 on 29 Jul 2026. 52-week low 14.78 on 12 Feb 2026. Last 15 sessions, 13.4% high to low

Profile

NP
52-week range, 68% of the way up
14.7835.15

Neptune Insurance Holdings, Inc. engages in the provision of residential and commercial insurance products. It offers primary flood, excess flood, and parametric earthquake insurance. The company was founded by Trevor Burgess on February 10, 2017 and is headquartered in St. Petersburg, FL.

IndexRUT
Employees62
IPOOct 01, 2025
Beta0.02
ATR, 14d1.17
Rel volume0.37
Short float5.75%
Insider own73.10%
Inst own26.44%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap3.94B
Enterprise Value4.08B
Income44.71M
Sales197.00M
Book/sh-1.53
Cash/sh0.56
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout-
Employees62
IPOOct 01, 2025

Ratios

P/E92.83
Forward P/E41.92
PEG1.65
P/S20.02
P/B-
P/C50.60
P/FCF48.07
EV/EBITDA47.59
EV/Sales20.72
Quick Ratio0.91
Current Ratio0.91
Debt/Eq-
LT Debt/Eq-
Option/ShortYes / Yes

Earnings

EPS (ttm)0.31
EPS next Y0.68
EPS next Q0.15
EPS this Y35.85%
EPS next Y22.24%
EPS next 5Y25.42%
EPS past 3/5Y- -
Sales past 3/5Y37.11% -
EPS Y/Y TTM16.46%
Sales Y/Y TTM33.75%
EPS Q/Q196.23%
Sales Q/Q34.27%
EarningsOct 20 AMC
EPS/Sales Surpr.7.12% 5.27%

Ownership

Insider Own73.10%
Insider Trans-13.33%
Inst Own26.44%
Inst Trans35.62%
ROA46.23%
ROE-
ROIC1314.84%
Gross Margin68.12%
Oper. Margin41.51%
Profit Margin22.70%
SMA20-0.96%
SMA50-2.07%
SMA2003.48%
Trades-

Technical

Shs Outstand94.73M
Shs Float37.17M
Short Float5.75%
Short Ratio3.98
Short Interest2.14M
52W High35.15 -18.79%
52W Low14.78 93.13%
Volatility5.01% 4.12%
ATR (14)1.17
RSI (14)47.68
Beta0.02
Rel Volume0.37
Avg Volume536.39K
Volume105,346

Performance

Perf Week-0.02%
Perf Month-2.15%
Perf Quarter-10.99%
Perf Half Y2.16%
Perf YTD-2.11%
Perf Year11.37%
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom1.93
Target Price34.27
Prev Close28.22
Price28.54
Change %1.15%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Aug 19, 2026UpgradeMMorgan StanleyEqual-Weight → Overweight$36+26.1%
Jul 30, 2026DowngradeBBMO Capital MarketsOutperform → Market Perform$32+12.1%
Jul 08, 2026DowngradeKKeefe BruyetteOutperform → Mkt Perform$34+19.1%
Jun 30, 2026InitiatedWWells FargoOverweight$35+22.6%
Feb 25, 2026UpgradeMMizuhoUnderperform → Neutral$24-15.9%
Feb 20, 2026UpgradeBBofA SecuritiesUnderperform → Neutral$23-19.4%
Feb 19, 2026UpgradeKKeefe BruyetteMkt Perform → Outperform$25-12.4%
Feb 13, 2026UpgradeBBMO Capital MarketsMarket Perform → Outperform$20-29.9%
Oct 27, 2025InitiatedTTD CowenBuy$32+12.1%
Oct 27, 2025InitiatedRRaymond JamesOutperform$30+5.1%

Peers

Mkt cap
TickerCompanyMkt cap
ARXAccelerant Holdings4.32B
RYANRyan Specialty Holdings Inc11.72B
BWINBaldwin Insurance Group Inc4.49B
PLMRPalomar Holdings Inc4.14B
BROBrown & Brown Inc23.50B
GSHDGoosehead Insurance Inc1.58B
TWFGTWFG Inc1.45B
KNSLKinsale Capital Group Inc8.79B
HCIHCI Group Inc2.36B
UVEUniversal Insurance Holdings Inc1.32B

Insider trading

latest 14 of 29
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Burgess Trevor RChief Executive OfficerNov 09 '26Sale27.634,431122,4501,902,520Nov 10 05:39 PM
MATTHEW DUFFYOfficerNov 10 '26Proposed Sale28.0486,0002,411,474Nov 10 04:29 PM
MATTHEW DUFFYOfficerNov 09 '26Proposed Sale28.0388,0002,466,596Nov 09 04:35 PM
Burgess Trevor RChief Executive OfficerNov 05 '26Sale27.75104,7172,906,2811,973,519Nov 09 04:07 PM
Burgess Trevor RChief Executive OfficerNov 06 '26Sale27.6866,5681,842,3031,906,951Nov 09 04:07 PM
Burgess Trevor RChief Executive OfficerNov 04 '26Sale28.8576,5592,208,8872,078,236Nov 05 04:10 PM
Burgess Trevor RChief Executive OfficerNov 03 '26Sale29.1343,0181,253,1062,154,795Nov 05 04:10 PM
Burgess Trevor RChief Executive OfficerNov 02 '26Sale29.4657,1901,684,5772,197,813Nov 03 05:21 PM
Burgess Trevor RChief Executive OfficerOct 30 '26Sale29.0553,6691,558,8642,255,003Nov 03 05:21 PM
Trevor BurgessChief Executive OfficerOct 30 '26Proposed Sale29.18406,15211,851,515Oct 30 05:54 PM
Duffy Matthew PaulPresident & Chief Risk OfficerOct 08 '26Sale28.1084,4412,372,4301,879,798Oct 09 04:15 PM
Duffy Matthew PaulPresident & Chief Risk OfficerOct 06 '26Sale27.1541,3921,123,9671,964,239Oct 07 04:11 PM
Duffy Matthew PaulPresident & Chief Risk OfficerOct 02 '26Sale27.6739,7371,099,5702,005,631Oct 05 04:07 PM
MATTHEW DUFFYOfficerOct 02 '26Proposed Sale27.24165,5704,510,127Oct 02 04:27 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
IWMiShares Russell 2000 Index FundAUM: 77.38B
VBVanguard Morningstar Small-Cap ETFAUM: 79.59B
VBKVanguard Morningstar Small-Cap Growth ETFAUM: 22.34B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
SCHASchwab U.S. Small-Cap ETFAUM: 22.25B
IWOiShares Russell 2000 Growth ETFAUM: 14.06B
VFHVanguard Financials ETFAUM: 13.58B

News

latest 14 of 84
  • Neptune Beats And Raises Again, But A 17% Growth Outlook For 2027 Shifts The Debate To Durability (Earnings Whispers)
  • Neptune Insurance Holdings Inc. Reports Third Quarter 2026 Results (Business Wire)
  • Neptune Insurance Holdings to Announce Third Quarter 2026 Financial Results (Business Wire)
  • Neptune Makes Flood Insurance Ready for the AI Agent Era (Business Wire)
  • Neptune Insurance Holdings Appoints David Noble to Board of Directors (Business Wire)
  • Loading…
  • $2.6 Billion in NFIP Subsidies Remain Five Years into Risk Rating 2.0, Neptune Flood Research Group Analysis of FEMA Data Shows (Business Wire)
  • Neptune Flood Research Group Examines a Decade of Storms, Warns 2025's Quiet Hurricane Season Isn't a Trend (Business Wire)
  • Neptune Insurance Holdings Inc (NP) Q2 2026 Earnings Call Highlights: Record Revenue and ... (GuruFocus.com)
  • Neptune Insurance Holdings Inc. Reports Second Quarter 2026 Results (Business Wire)
  • Neptune Insurance Holdings to Announce Second Quarter 2026 Financial Results (Business Wire)
  • IPO Stock Of The Week: Neptune Insurance Breaks Out Past New Buy Point Amid Volatile Market Action (Investor's Business Daily)
  • Neptune Raises Building Coverage Limits to $15 Million and Expands Flood Insurance Coverage Options (Business Wire) -5.35% +9.22%
  • Neptune Launches Atlas+, an AI-Powered Platform Experience Designed to Turn Insurance Agents into Super Agents (Business Wire)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-10-200.1700.1590.12059.5756.5914
2026Q22026-07-210.1500.1450.10855.8752.3714
2026Q12026-04-220.0900.0910.05037.8037.0912
2025Q42026-02-180.1000.0990.03143.7739.6313
2025Q32025-11-120.1100.1110.04044.3742.5312
2025Q22025-09-030.231-0.08442.10--
2026Q4--0.147--52.7914
2027Q1--0.120--46.3613
2027Q2--0.190--66.1713
2027Q3--0.196--68.4213
2027Q4--0.173--60.3911
2028Q1--0.144--54.256
2028Q2--0.223--76.436
2028Q3--0.229--77.896
2028Q4--0.205--68.526

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2025FY0.4100.3820.267159.55155.27
2026FY-0.557--205.64
2027FY-0.681--242.99
2028FY-0.809--280.11

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-10-3083152.7950.1257.40
2026Q4S2026-10-2383152.7850.1257.30
2026Q4S2026-10-2283052.9150.1257.30
2026Q4S2026-10-2183052.8450.1257.30
2026Q4S2026-10-2080152.2750.1254.88
2026Q4S2026-10-0980152.2750.1254.88
2026Q4S2026-10-0680053.2750.1258.50
2026Q4S2026-10-0580053.2350.1258.50
2026Q4S2026-08-0483153.2350.1258.50
2026Q4S2026-08-0283153.1849.7458.50
2026Q4S2026-07-2984153.1849.7458.50
2026Q4S2026-07-2484153.1349.7458.50
2026Q4S2026-07-2284153.1049.7458.50
2026Q4S2026-07-0781052.2949.7454.60

Estimate history

EPS, annual0.0710.107-0.1970.3075
Period202320242025TTM
EPS, quarterly0.0440.0830.0720.0840.040.0310.050.1080.118
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual84.87119.299159.551197
Period202320242025TTM
Sales, quarterly33.8231.50329.35342.06644.36543.76737.79555.87259.567
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual138.035138.035138.154138.168
Period202320242025MRQ
Shares, quarterly138.035138.035138.035138.035138.035138.154138.303137.209138.168
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY
Total Revenue197.00159.55119.3084.87
Total Expenses115.2379.6850.8539.44
Operating Income81.7779.8768.4545.43
Unusual Expense0.478.915.430.56
Net Income Before Taxes67.0853.6346.3823.86
Income Taxes22.3416.2211.795.97
Consolidated Net Income44.7437.4134.5917.89
Net Income From Continuing Operations44.7437.4134.5917.89
Net Income44.71-27.2014.729.75
EPS (Recurring)0.31-0.150.130.07
EPS (Basic, Before Extraordinaries)0.32-0.200.110.07
EPS (Diluted)0.31-0.200.110.07
Non-Operating Income (Expense)0.980.920.880.31
Other After Tax Adjustments0.000.000.000.00
Stock Option Compensation Expense25.249.020.230.03
Price To Earnings Ratio91.7791.77--
Price To Sales Ratio20.3225.25--
Gross Margin68.1266.9267.8666.78
Operating Margin41.5150.0657.3753.53
Net Margin22.70-17.0412.3411.49
Shares Outstanding138.17138.15138.03138.03
Market Capitalization3,899.213,899.214,120.34-

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue59.5755.8737.8043.7744.3742.0729.3531.50
Total Expenses31.6029.3224.3529.9618.7020.7813.7213.11
Operating Income27.9626.5513.4413.8125.6721.2915.6318.39
Unusual Expense0.000.000.000.474.970.000.000.00
Net Income Before Taxes24.7123.1910.079.1115.4615.6713.4015.30
Income Taxes7.467.392.734.763.954.053.463.86
Consolidated Net Income17.2615.807.354.3411.5111.629.9411.44
Net Income From Continuing Operations17.2615.807.354.3411.5111.629.9411.44
Net Income17.2615.807.354.315.4911.629.9411.44
EPS (Recurring)0.120.110.050.030.060.080.070.08
EPS (Basic, Before Extraordinaries)0.130.110.050.030.040.080.070.08
EPS (Diluted)0.120.110.050.030.040.080.070.08
Non-Operating Income (Expense)0.330.260.170.230.280.250.170.20
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense5.545.495.438.790.09---
Price To Earnings Ratio91.77138.64106.47-----
Price To Sales Ratio20.3225.3320.9925.25----
Gross Margin69.1568.6167.3166.8166.6767.5666.5768.36
Operating Margin46.9547.5235.5631.5657.8550.6153.2458.38
Net Margin28.9728.2719.449.8512.3827.6233.8736.31
Shares Outstanding138.17137.21138.30138.15138.03138.03138.03138.03
Market Capitalization3,899.214,357.433,341.954,025.104,120.34---

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY
Cash & Short Term Investments40.5528.0724.32
Short Term Receivables10.616.714.88
Investment Securities0.000.000.00
Securities In Custody0.000.000.00
Investments0.000.000.00
Investment in Unconsolidated Affiliates0.000.000.00
Net Property, Plant & Equipment0.000.000.00
Deferred Tax Assets2.703.022.48
Other Intangible Assets13.3410.5810.28
Total Assets67.2048.3741.95
Total Debt240.00133.65174.86
Long Term Debt240.00125.10172.96
Provision for Risks Charges0.000.000.00
Deferred Tax Liabilities1.900.220.28
Other Liabilities52.7940.0227.21
Total Liabilities294.69173.88202.35
Preferred Stock - Carrying Value0.00240.47227.20
Common Equity-227.49-365.99-387.60
Total Shareholders Equity-227.49-125.52-160.40
Accumulated Minority Interest0.000.000.00
Total Equity-227.49-125.52-160.40
Total Liabilities & Stockholders Equity67.2048.3741.95
Book Value Per Share-1.65-2.65-2.81
Tangible Book Value Per Share-1.72-2.72-2.88
Full-Time Employees62--
Price to Book Ratio-18.43-8.09-
Return on Assets64.7576.60-
Return on Invested Capital299.16-142.40
Quick Ratio0.990.731.03
Current Ratio0.990.731.03

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY
Funds from Operations83.3655.1843.6319.70
Extraordinary Item0.000.000.000.00
Changes in Working Capital-1.32-3.516.29-1.05
Income Taxes Payable-1.02-4.784.69-0.05
Cash from Operating Activities82.0451.6749.9318.65
Capital Expenditures-4.27-3.98-3.71-4.03
Net Assets From Acquisitions0.000.000.000.00
Sale of Fixed Assets and Businesses0.000.000.000.00
Purchase or Sale of Investments0.000.000.000.00
Purchase of Investments0.000.000.000.00
Sale Or Maturity of Investments0.000.000.000.00
Other Uses0.000.000.000.00
Other Sources0.000.000.000.00
Cash from Investing Activities-4.27-3.98-3.71-4.03
Cash Dividends Paid0.00-175.000.00-339.02
Change in Capital Stock-30.8415.710.000.00
Repurchase of Common Pref Stock-31.870.000.00-10.00
Sale of Common Pref Stock1.0415.710.0010.00
Proceedsfrom Stock Options0.000.000.0010.00
Issuance or Reduction of Debt, Net-73.00105.00-43.52327.71
Change in Long Term Debt-324.00105.00-43.52327.71
Issuance of Long Term Debt-552.00171.00409.06
Reduction of Long Term Debt-324.00-447.00-214.53-81.35
Net Financing Active Other Cash Flow20.9619.081.061.44
Other Financing Activities Uses-2.78-2.22-4.35-3.96
Cash from Financing Activities-58.87-35.21-42.47-9.87
Net Change in Cash18.8912.483.754.75
Free Cash Flow82.0451.6749.9318.65
Price to Free Cash Flow48.80---

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Short Term Investments77.9477.0560.3940.5559.0558.45
Short Term Receivables12.4511.2010.8410.6116.638.84
Investments0.000.000.000.000.000.00
Investment in Unconsolidated Affiliates0.000.000.000.000.000.00
Net Property, Plant & Equipment0.000.000.000.000.000.00
Deferred Tax Assets0.721.190.792.702.982.82
Other Intangible Assets12.8112.7813.2713.3410.9710.84
Total Assets103.92102.2185.3067.2089.6380.95
Total Debt215.00240.00227.00240.00262.64292.40
Long Term Debt215.00240.00227.00240.00247.59277.35
Provision for Risks Charges0.000.000.000.000.000.00
Deferred Tax Liabilities---1.90--
Other Liabilities100.5284.4571.6552.7985.6667.32
Total Liabilities315.52324.45298.65294.69348.30359.72
Preferred Stock - Carrying Value0.000.000.000.00250.88247.32
Common Equity-211.60-222.24-213.36-227.49-509.55-526.09
Total Shareholders Equity-211.60-222.24-213.36-227.49-258.67-278.77
Accumulated Minority Interest0.000.000.000.000.000.00
Total Equity-211.60-222.24-213.36-227.49-258.67-278.77
Total Liabilities & Stockholders Equity103.92102.2185.3067.2089.6380.95
Book Value Per Share-1.53-1.62-1.54-1.65-3.69-3.81
Tangible Book Value Per Share-1.61-1.70-1.62-1.72-3.77-3.88
Full-Time Employees---62--
Price to Book Ratio-18.43-20.42-14.69-7.90-8.09-
Return on Assets46.2342.58----
Return on Invested Capital507.0888.9553.8734.73--
Quick Ratio0.911.051.010.990.900.82
Current Ratio0.911.051.010.990.900.82

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations25.8123.4515.3318.7712.66-
Extraordinary Item0.000.000.000.000.00-
Changes in Working Capital0.073.261.36-6.023.30-
Income Taxes Payable-0.07-1.471.55-1.021.02-
Cash from Operating Activities25.8826.7116.6912.7515.96-
Capital Expenditures-1.05-1.07-1.10-1.05-1.05-
Net Assets From Acquisitions0.000.000.000.000.00-
Sale of Fixed Assets and Businesses0.000.000.000.000.00-
Purchase or Sale of Investments0.000.000.000.000.00-
Purchase of Investments0.000.000.000.000.00-
Sale Or Maturity of Investments0.000.000.000.000.00-
Other Uses0.000.000.000.000.00-
Other Sources0.000.000.000.000.00-
Cash from Investing Activities-1.05-1.07-1.10-1.05-1.05-
Cash Dividends Paid0.000.000.000.000.00-
Preferred Dividends (Cash Flow)0.000.000.00---
Change in Capital Stock-0.94-31.081.050.1415.58-
Repurchase of Common Pref Stock-0.00-31.870.000.000.00-
Sale of Common Pref Stock-0.940.791.050.1415.58-
Proceedsfrom Stock Options0.000.000.000.000.00-
Issuance or Reduction of Debt, Net-25.00-11.00-13.00-24.00-30.00-
Change in Long Term Debt-25.00-11.00-13.00-24.00-30.00-
Issuance of Long Term Debt0.00--251.000.00-
Reduction of Long Term Debt-25.00-11.00-13.00-275.00-30.00-
Net Financing Active Other Cash Flow2.009.0916.20-6.340.11-
Other Financing Activities Uses1.61-1.17-1.86-1.350.44-
Cash from Financing Activities-23.93-8.994.25-30.20-14.32-
Net Change in Cash0.8916.6519.84-18.500.59-
Free Cash Flow25.8826.7116.6912.7515.96-
Price to Free Cash Flow48.8063.86----

Revenue breakdown

Commission Income2024: 90.10M 2025: 122.00M
Fee Income2024: 29.20M 2025: 37.55M
United States2024: 119.30M 2025: 159.55M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-305.75%2.1M37.2M519.14K
2026-10-156.31%2.3M36.8M570.38K
2026-09-306.19%2.5M39.8M603.47K
2026-09-154.54%1.8M39.8M705.66K
2026-08-315.37%2.2M40.4M762.24K
2026-08-145.74%2.3M40.4M852.66K
2026-07-316.17%2.5M40.3M942.19K
2026-07-155.57%2.1M37.2M836.73K
2026-06-305.82%2.2M37.2M766.92K
2026-06-152.24%0.8M37.2M614.32K
2026-05-292.19%0.8M37.2M552.31K
2026-05-153.03%1.1M37.2M508.75K
2026-04-304.56%1.0M22.5M407.75K
2026-04-155.18%1.2M22.4M390.78K
2026-03-3143.37%1.2M2.9M410.44K
2026-03-1346.83%1.3M2.9M420.06K
2026-02-2751.45%1.5M2.9M413.01K
2026-02-1340.22%1.1M2.9M382.96K
2026-01-304.46%1.0M22.4M327.89K
2026-01-154.51%1.0M22.4M325.77K

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call17.509.0012.800.004.2100.000.000.901-0.1280.008
call20.006.5010.400.003.4960.000.000.875-0.1190.009
call22.504.007.900.002.7080.000.000.840-0.1080.011
call25.001.804.904.771.7481.000.000.778-0.0900.013
call30.000.001.802.031.3858.000.000.446-0.1400.018
call35.000.000.752.501.4962.000.000.219-0.1100.013
call40.000.001.750.002.0180.000.000.177-0.1300.012
call45.000.000.750.002.4650.000.000.155-0.1440.011
put17.500.000.750.002.8790.000.00-0.101-0.1240.008
put20.000.000.750.002.2610.000.00-0.128-0.1150.009
put22.500.000.750.001.7360.000.00-0.162-0.1050.011
put25.000.000.750.001.2030.000.00-0.221-0.0880.013
put30.000.403.703.631.5492.000.00-0.554-0.1370.018
put35.004.607.900.001.8780.000.00-0.781-0.1060.013
put40.009.7013.500.002.8550.000.00-0.822-0.1260.012
put45.0014.7018.500.003.3440.000.00-0.844-0.1390.011

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-10144Filing for proposed sale of securities under Rule 144.SEC
2026-11-104Statement of changes in beneficial ownership of securities2026-11-09SEC
2026-11-09144Filing for proposed sale of securities under Rule 144.SEC
2026-11-094Statement of changes in beneficial ownership of securities2026-11-05SEC
2026-11-054Statement of changes in beneficial ownership of securities2026-11-03SEC
2026-11-034Statement of changes in beneficial ownership of securities2026-10-30SEC
2026-10-30144Filing for proposed sale of securities under Rule 144.SEC
2026-10-2210-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-10-208-KCurrent report2026-10-20SEC
2026-10-094Statement of changes in beneficial ownership of securities2026-10-08SEC
2026-10-074Statement of changes in beneficial ownership of securities2026-10-06SEC
2026-10-054Statement of changes in beneficial ownership of securities2026-10-02SEC
2026-10-02144Filing for proposed sale of securities under Rule 144.SEC
2026-10-024Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-024Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-024Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-024Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-024Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-024Statement of changes in beneficial ownership of securities2026-09-30SEC
2026-10-028-K/A2026-09-30SEC
2026-10-018-KCurrent report2026-09-30SEC
2026-09-303Initial statement of beneficial ownership of securities2026-09-30SEC
2026-09-164Statement of changes in beneficial ownership of securities2026-09-14SEC
2026-09-164/A2026-09-09SEC
2026-09-164/A2026-08-12SEC
2026-09-154Statement of changes in beneficial ownership of securities2026-09-14SEC
2026-09-14144Filing for proposed sale of securities under Rule 144.SEC
2026-09-104Statement of changes in beneficial ownership of securities2026-09-09SEC
2026-08-14SCHEDULE 13G/ASEC
2026-08-14SCHEDULE 13G/ASEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110010.02M6
2026-10006.15M4
2026-09001.56M1
2026-08003.14M2
2026-0700116.27M2
2026-060000
2026-0500298.78M4
2026-040000
2026-03935.35K100
2026-02494.41K100
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
FTV Management Company, L.P.11.79%
Bregal Sagemount IV General Partner Jersey Ltd10.30%
T. Rowe Price Investment Management, Inc.4.17%
BlackRock, Inc.1.96%
ALLIANCEBERNSTEIN L.P.1.13%
VANGUARD PORTFOLIO MANAGEMENT LLC1.12%
Azora Capital LP1.06%
VANGUARD CAPITAL MANAGEMENT LLC1.01%
JPMORGAN CHASE & CO0.97%
DRIEHAUS CAPITAL MANAGEMENT LLC0.94%

Funds

Fund% owned
SMALLCAP World Fund Inc1.46%
T. Rowe Price Small-Cap Stock Fund, Inc.1.27%
VANGUARD TOTAL STOCK MARKET INDEX FUND0.76%
T. Rowe Price Institutional Small-Cap Stock Fund0.67%
iShares Russell 2000 ETF0.67%
JPMorgan Small Cap Equity Fund0.55%
VANGUARD SMALL-CAP INDEX FUND0.55%
AB Small Cap Growth Portfolio0.55%
T. Rowe Price Small-Cap Value Fund, Inc.0.52%
LORD ABBETT DEVELOPING GROWTH FUND INC0.44%

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