OakChart

Wealthfront Corp

WLTHTechnology·Software - Application·USA·Small·NASD·Nov 11 • 3:59 PM ET

10.90-0.03 (-0.27%)
2026-11-11 23:15 CET
Market cap
1,707.00 USD m
Revenue, TTM
371.71 USD m
Net income, TTM
-72.17 USD m
Free cash flow, TTM
143.02 USD m
EPS diluted, TTM
-0.51
P/E
-
Compare

Price

WLTH against its 20, 50 and 200-day averages
2050200beatmiss
8.0010.0012.008.3M16.6MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26WLTHclose 10.9020-day 10.7550-day 10.42200-day 9.7410.90

26.7% under the 52-week high of 14.88 on 12 Dec 2025. 52-week low 7.20 on 12 Feb 2026. Last 15 sessions, 12.7% high to low

Volume 0.43× normal · the line is the 50-bar volume average

Profile

WLTH
52-week range, 48% of the way up
7.2014.88

Wealthfront Corp. engages in the provision of automated digital investment advisory solutions. Its products include saving, investing, borrowing, and lending. The company was founded by Andrew Samuel Rachleff and Daniel Joseph Carroll in January 2007 and is headquartered in Palo Alto, CA.

IndexRUT
IPODec 12, 2025
ATR, 14d0.49
Rel volume0.43
Short float10.22%
Insider own32.36%
Inst own44.08%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap1.70B
Enterprise Value1.25B
Income-72.17M
Sales371.71M
Book/sh4.11
Cash/sh2.98
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout-
Employees-
IPODec 12, 2025

Ratios

P/E-
Forward P/E23.28
PEG-
P/S4.58
P/B2.65
P/C3.66
P/FCF11.90
EV/EBITDA-
EV/Sales3.36
Quick Ratio1.43
Current Ratio1.43
Debt/Eq0.02
LT Debt/Eq0.01
Option/ShortYes / Yes

Earnings

EPS (ttm)-0.51
EPS next Y0.47
EPS next Q0.08
EPS this Y147.92%
EPS next Y28.55%
EPS next 5Y-
EPS past 3/5Y- -
Sales past 3/5Y29.78% -
EPS Y/Y TTM-
Sales Y/Y TTM-
EPS Q/Q-56.40%
Sales Q/Q0.82%
EarningsSep 09 AMC
EPS/Sales Surpr.26.26% 0.38%

Ownership

Insider Own32.36%
Insider Trans-1.29%
Inst Own44.08%
Inst Trans-1.34%
ROA-5.94%
ROE-15.50%
ROIC-11.57%
Gross Margin17.66%
Oper. Margin-40.82%
Profit Margin-19.42%
SMA201.43%
SMA504.57%
SMA20011.90%
Trades-

Technical

Shs Outstand150.75M
Shs Float105.64M
Short Float10.22%
Short Ratio4.36
Short Interest10.80M
52W High14.88 -26.75%
52W Low7.20 51.39%
Volatility5.73% 4.79%
ATR (14)0.49
RSI (14)53.74
Beta-
Rel Volume0.43
Avg Volume2.48M
Volume1,060,714

Performance

Perf Week-2.37%
Perf Month7.92%
Perf Quarter15.34%
Perf Half Y-2.24%
Perf YTD-19.79%
Perf Year-
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom1.75
Target Price12.46
Prev Close10.93
Price10.90
Change %-0.27%

Analyst ratings

latest 10 of 10
DateActionAnalystRating changeTargetImplied
Oct 02, 2026InitiatedWWells FargoOverweight$11.50+5.5%
Sep 25, 2026InitiatedNNeedhamBuy$13+19.3%
Mar 12, 2026DowngradeKKeefe BruyetteOutperform → Mkt Perform$9.50-12.8%
Jan 06, 2026InitiatedWWells FargoOverweight$16.50+51.4%
Jan 06, 2026InitiatedRRBC Capital MktsOutperform$17+56.0%
Jan 06, 2026InitiatedKKeyBanc Capital MarketsSector Weight
Jan 06, 2026InitiatedKKeefe BruyetteOutperform$16.50+51.4%
Jan 06, 2026InitiatedJJP MorganOverweight$16+46.8%
Jan 06, 2026InitiatedGGoldmanNeutral$14.50+33.0%
Jan 06, 2026InitiatedCCitizens JMPMkt Outperform$20+83.5%

Peers

Mkt cap
TickerCompanyMkt cap
BULLWebull Corp2.74B
CHYMChime Financial Inc12.49B
HOODRobinhood Markets Inc76.16B
DAVEDave Inc3.61B
SOFISoFi Technologies Inc21.12B
ETOREtoro Group Ltd1.86B
SCHWCharles Schwab Corp160.14B
XYZBlock Inc51.82B
IBKRInteractive Brokers Group Inc37.38B
UPSTUpstart Holdings Inc2.03B

Insider trading

latest 14 of 100
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Wetterwald JulienChief Technology OfficerSep 17 '26Sale10.1026,138264,104696,525Sep 18 04:24 PM
Lin LaurenCLO, CCO and SecretarySep 17 '26Sale10.104,57446,214171,816Sep 18 04:22 PM
IYER KALVP, EngineeringSep 17 '26Sale10.1126,738270,198232,494Sep 18 04:20 PM
Imberman AlanCFO and TreasurerSep 17 '26Sale10.1076,540773,314396,970Sep 18 04:18 PM
Fortunato DavidCEO and PresidentSep 17 '26Sale10.1450,000507,1901,938,525Sep 18 04:16 PM
Fortunato DavidCEO and PresidentSep 17 '26Sale10.1450,000507,190281,807Sep 18 04:16 PM
DAVID FORTUNATODirectorSep 17 '26Proposed Sale10.1750,000508,500Sep 17 05:09 PM
Kalyan IyerOfficerSep 17 '26Proposed Sale10.1726,738271,925Sep 17 04:56 PM
JULIEN WETTERWALDOfficerSep 17 '26Proposed Sale10.1726,138265,823Sep 17 04:47 PM
ALAN IMBERMANOfficerSep 17 '26Proposed Sale10.1776,540778,412Sep 17 04:35 PM
LAUREN LINOfficerSep 17 '26Proposed Sale10.174,57446,518Sep 17 04:32 PM
APEKSHA GARGADirectorSep 17 '26Proposed Sale10.1750,000508,500Sep 17 04:28 PM
Wetterwald JulienChief Technology OfficerSep 15 '26Option Exercise0.0060,4990757,024Sep 17 04:23 PM
Wetterwald JulienChief Technology OfficerSep 15 '26Sale10.7326,231281,469730,793Sep 17 04:23 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
IWMiShares Russell 2000 Index FundAUM: 77.38B
VXFVanguard Extended Market Index ETFAUM: 30.47B
KCEState Street SPDR S&P Capital Markets ETFAUM: 455.15M
IWOiShares Russell 2000 Growth ETFAUM: 14.06B
SCHASchwab U.S. Small-Cap ETFAUM: 22.25B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
IWNiShares Russell 2000 Value ETFAUM: 14.10B
ITOTiShares Core S&P Total U.S. Stock Market ETFAUM: 95.28B
AVSCAvantis U.S Small Cap Equity ETFAUM: 3.23B

News

latest 14 of 184

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q22026-09-090.1000.0790.10091.8791.536
2026Q12026-06-040.0700.1170.07390.4891.777
2025Q42026-03-11-1.310-0.634-0.88996.1492.357
2025Q32026-01-120.2100.1030.20493.2293.184
2026Q3--0.083--94.127
2026Q4--0.103--97.277
2027Q1--0.102--99.445
2027Q2--0.110--105.955
2027Q3--0.122--109.275
2027Q4--0.128--114.385
2028Q1--0.127---1
2028Q2--0.134---1
2028Q3--0.142---1
2028Q4--0.147---1

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2025FY-0.760-0.023-0.760364.99361.26
2026FY-0.364--373.73
2027FY-0.468--431.76
2028FY-0.530--518.65

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q3S2026-11-1081394.1292.8096.33
2026Q3S2026-11-0981394.1492.8096.33
2026Q3S2026-11-0281494.1492.8096.33
2026Q3S2026-10-0771494.1792.8096.33
2026Q3S2026-10-0671494.4392.9096.33
2026Q3S2026-10-0571494.3892.9096.33
2026Q3S2026-10-0171494.4192.9096.49
2026Q3S2026-09-2781494.3692.9096.49
2026Q3S2026-09-2481594.3692.9096.49
2026Q3S2026-09-1071594.3692.9096.49
2026Q3S2026-09-0970394.5792.7096.90
2026Q3S2026-09-0370394.5792.7096.90
2026Q3S2026-09-0270294.8393.1096.90
2026Q3S2026-08-2770294.9393.6596.90

Estimate history

EPS, annual0.5261.329-0.28-0.5116
Period202320242025TTM
EPS, quarterly0.6540.2280.20.1730.2310.204-0.8890.0730.101
PeriodQ1 '24Q2 '24Q3 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Sales, annual216.714308.859364.993371.71
Period202320242025TTM
Sales, quarterly68.3277.5580.30984.51491.12393.2296.13690.48491.874
PeriodQ1 '24Q2 '24Q3 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Shares, annual146.269146.269150.305150.749
Period202320242025MRQ
Shares, quarterly150.12150.12150.12150.12150.12150.12150.305149.476150.749
PeriodQ1 '24Q2 '24Q3 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY
Total Revenue371.71364.99308.86216.71
Total Expenses523.46476.16187.39135.14
Operating Income-151.75-111.17121.4781.58
Unusual Expense0.000.000.000.00
Net Income Before Taxes-137.41-101.25139.2378.59
Income Taxes-65.24-59.18-55.221.62
Consolidated Net Income-72.17-42.07194.4576.97
Net Income From Continuing Operations-72.17-42.07194.4576.97
Net Income-72.17-42.07194.4576.97
EPS (Recurring)-0.42-0.281.330.53
EPS (Basic, Before Extraordinaries)-0.48-0.281.330.53
EPS (Diluted)-0.51-0.281.330.53
Non-Operating Income (Expense)15.5810.8120.57-0.99
Other After Tax Adjustments0.000.000.000.00
Stock Option Compensation Expense228.99205.267.409.36
Price To Sales Ratio4.443.57--
Gross Margin17.6624.5865.6558.37
Operating Margin-40.82-30.4639.3337.64
Net Margin-19.42-11.5362.9635.52
Shares Outstanding150.75150.31146.27146.27
Market Capitalization1,707.001,707.001,303.04-

Income statement, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q12024Q32024Q2
Total Revenue91.8790.4896.1493.2291.1284.5180.3177.55
Total Expenses75.0975.94310.6661.7851.8451.8850.9344.07
Operating Income16.7914.55-214.5231.4439.2832.6329.3833.48
Unusual Expense0.000.000.000.000.000.000.000.00
Net Income Before Taxes20.3917.43-209.9734.7439.8734.1129.5333.52
Income Taxes2.644.60-76.323.845.138.16-0.52-0.66
Consolidated Net Income17.7512.83-133.6630.9034.7425.9530.0534.18
Net Income From Continuing Operations17.7512.83-133.6630.9034.7425.9530.0534.18
Net Income17.7512.83-133.6630.9034.7425.9530.0534.18
EPS (Recurring)0.100.07-0.900.200.230.170.200.23
EPS (Basic, Before Extraordinaries)0.120.08-0.890.210.230.170.200.23
EPS (Diluted)0.100.07-0.890.200.230.170.200.23
Non-Operating Income (Expense)3.863.135.053.530.691.541.180.85
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense12.9813.47196.156.391.241.481.981.87
Price To Sales Ratio4.444.983.57-----
Gross Margin47.0147.18-82.4863.3762.8262.3465.4467.30
Operating Margin18.2716.08-223.1433.7243.1138.6136.5843.17
Net Margin19.3214.18-139.0333.1538.1330.7037.4144.07
Shares Outstanding150.75149.48150.31150.12150.12150.12150.12150.12
Market Capitalization1,707.001,575.011,303.041,303.04----

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY
Cash & Short Term Investments451.18151.9493.18
Short Term Receivables260.54147.6589.65
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 & Equipment16.4525.9527.77
Deferred Tax Assets122.6560.190.00
Other Intangible Assets567.8149.4720.55
Total Assets1,418.63435.21231.15
Total Debt10.3913.3587.62
Long Term Debt6.299.8037.27
Provision for Risks Charges0.000.000.00
Deferred Tax Liabilities2.90--
Other Liabilities790.65179.3297.19
Total Liabilities803.94192.67184.81
Preferred Stock - Carrying Value0.00227.20227.20
Common Equity614.6915.34-180.85
Total Shareholders Equity614.69242.5446.34
Accumulated Minority Interest0.000.000.00
Total Equity614.69242.5446.34
Total Liabilities & Stockholders Equity1,418.63435.21231.15
Book Value Per Share4.090.10-1.24
Tangible Book Value Per Share4.090.10-1.24
Price to Book Ratio2.6610.39-
Return on Assets-4.5458.36-
Return on Equity-9.81134.62-
Return on Invested Capital-6.7777.0692.05
Quick Ratio1.612.001.43
Current Ratio1.612.001.43

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY
Funds from Operations161.23168.14133.1492.04
Extraordinary Item0.000.000.000.00
Changes in Working Capital-16.46-15.95-9.99-19.13
Cash from Operating Activities144.78152.19123.1572.92
Capital Expenditures-1.76-1.14-5.84-5.16
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-1.76-1.14-5.84-5.16
Cash Dividends Paid0.000.000.000.00
Change in Capital Stock231.16285.04-9.421.08
Repurchase of Common Pref Stock-60.32-0.46-37.040.00
Sale of Common Pref Stock291.48285.5027.611.08
Proceedsfrom Stock Options276.24273.0622.690.00
Issuance or Reduction of Debt, Net4.930.00-49.12-40.58
Change in Long Term Debt-0.00-49.12-40.58
Reduction of Long Term Debt-0.00-49.12-40.58
Net Financing Active Other Cash Flow-147.21-136.850.000.00
Other Financing Activities Uses-147.21-136.850.000.00
Cash from Financing Activities88.89148.19-58.55-39.50
Net Change in Cash231.91299.2458.7628.26
Free Cash Flow143.02151.05122.6272.42
Preferred Dividends (Cash Flow)-0.00--
Price to Free Cash Flow11.558.64--

Balance sheet, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Cash & Short Term Investments465.51442.04451.18276.89233.60-
Short Term Receivables333.49303.42260.54223.14188.72-
Investments2.612.610.000.000.00-
Investment in Unconsolidated Affiliates0.000.000.000.000.00-
Net Property, Plant & Equipment13.4215.1416.4518.8221.16-
Deferred Tax Assets113.92115.87122.6545.7050.47-
Other Intangible Assets853.83741.18567.81246.09153.66-
Total Assets1,782.771,620.261,418.63810.64647.61-
Total Debt13.609.3910.3911.3612.15-
Long Term Debt4.155.236.297.338.33-
Provision for Risks Charges0.000.000.000.000.00-
Deferred Tax Liabilities--2.90---
Other Liabilities1,149.31996.68790.65446.72323.90-
Total Liabilities1,162.911,006.07803.94458.08336.06-
Preferred Stock - Carrying Value0.000.000.00227.20227.20-
Common Equity619.86614.19614.69125.3684.36-
Total Shareholders Equity619.86614.19614.69352.56311.56-
Accumulated Minority Interest0.000.000.000.000.00-
Total Equity619.86614.19614.69352.56311.56-
Total Liabilities & Stockholders Equity1,782.771,620.261,418.63810.64647.61-
Book Value Per Share4.114.114.090.840.56-
Tangible Book Value Per Share4.114.114.090.840.56-
Full-Time Employees415396----
Price to Book Ratio2.662.5710.3910.39--
Return on Assets-5.94-----
Return on Equity-15.50-----
Return on Invested Capital2.842.07-21.528.5910.86-
Quick Ratio1.431.491.611.681.81-
Current Ratio1.431.491.611.681.81-

Cash flow, quarterly

Currency USD, millions
Metric2026Q22026Q12025Q42025Q32025Q22025Q1
Funds from Operations37.8736.4841.5645.33--
Extraordinary Item0.000.000.000.00--
Changes in Working Capital9.44-13.79-8.26-3.85--
Cash from Operating Activities47.3122.6833.3041.48--
Capital Expenditures-0.27-0.98-0.31-0.20--
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-0.27-0.98-0.31-0.20--
Cash Dividends Paid0.000.000.000.00--
Preferred Dividends (Cash Flow)0.000.000.000.00--
Change in Capital Stock-22.81-26.18278.142.01--
Repurchase of Common Pref Stock-31.84-28.26-0.19-0.03--
Sale of Common Pref Stock9.032.08278.342.04--
Proceedsfrom Stock Options3.180.00273.060.00--
Issuance or Reduction of Debt, Net4.930.000.000.00--
Change in Long Term Debt--0.000.00--
Reduction of Long Term Debt--0.000.00--
Net Financing Active Other Cash Flow-5.70-4.65-136.850.00--
Other Financing Activities Uses-5.70-4.65-136.850.00--
Cash from Financing Activities-23.57-30.84141.292.01--
Net Change in Cash23.47-9.14174.2943.29--
Free Cash Flow47.0421.7033.0041.28--
Price to Free Cash Flow11.55-----

Revenue breakdown

Asset Management2024: 230.95M 2025: 271.70M
Financial Service, Other2024: 4.87M 2025: 1.39M
Investment Advice2024: 73.05M 2025: 91.90M
United States2024: 308.86M 2025: 364.99M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-3010.22%10.8M105.6M2.39M
2026-10-1511.62%12.3M105.6M2.17M
2026-09-3012.58%13.0M103.3M1.95M
2026-09-159.17%9.5M103.1M1.64M
2026-08-316.84%6.8M99.1M1.57M
2026-08-146.33%6.3M99.0M1.55M
2026-07-317.93%7.5M94.0M1.54M
2026-07-157.91%7.4M94.0M1.57M
2026-06-307.08%6.7M94.1M1.51M
2026-06-158.32%7.0M84.5M1.59M
2026-05-296.25%5.3M84.9M1.32M
2026-05-155.91%5.0M84.9M1.36M
2026-04-306.70%5.7M85.2M1.44M
2026-04-156.32%5.4M85.8M1.53M
2026-03-316.96%6.0M85.7M1.72M
2026-03-133.44%2.9M85.7M1.55M
2026-02-273.30%2.8M85.7M1.83M
2026-02-133.45%3.0M85.7M1.95M
2026-01-303.63%3.3M90.8M2.15M
2026-01-152.84%2.6M90.8M2.46M

Option chain

expiry 2026-11-20
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
call2.508.009.106.5010.5032.000.000.981-0.0270.001
call5.005.806.006.103.23815.000.000.963-0.0260.001
call7.502.903.903.402.99126.000.000.933-0.0230.002
call10.000.901.101.100.8103,86927.000.824-0.0170.004
call12.500.000.400.031.3821,8240.000.300-0.0460.006
call15.000.000.100.151.16527.000.000.060-0.0130.002
call17.500.001.250.051.92330.000.000.076-0.0270.002
call20.000.000.900.252.3141090.000.066-0.0290.002
call22.500.000.900.002.6430.000.000.060-0.0300.002
put2.500.000.650.075.8783.000.00-0.019-0.0260.001
put5.000.000.050.233.2749.000.00-0.037-0.0250.001
put7.500.000.350.051.7763,8380.00-0.067-0.0220.002
put10.000.000.100.050.6191,66351.00-0.176-0.0160.004
put12.500.302.800.002.6430.000.00-0.700-0.0450.006
put15.003.704.506.502.2050.000.00-0.905-0.0220.003
put17.506.007.100.003.0030.000.00-0.924-0.0250.002
put20.008.509.600.003.4890.000.00-0.934-0.0260.002
put22.5010.6012.6014.204.8590.000.00-0.940-0.0280.002

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-10-218-KCurrent report2026-10-20SEC
2026-09-184Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-184Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-184Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-184Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-184Statement of changes in beneficial ownership of securities2026-09-17SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-17144Filing for proposed sale of securities under Rule 144.SEC
2026-09-17144Filing for proposed sale of securities under Rule 144.SEC
2026-09-17144Filing for proposed sale of securities under Rule 144.SEC
2026-09-17144Filing for proposed sale of securities under Rule 144.SEC
2026-09-17144Filing for proposed sale of securities under Rule 144.SEC
2026-09-17144Filing for proposed sale of securities under Rule 144.SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-174Statement of changes in beneficial ownership of securities2026-09-15SEC
2026-09-15144Filing for proposed sale of securities under Rule 144.SEC
2026-09-15144Filing for proposed sale of securities under Rule 144.SEC
2026-09-15144Filing for proposed sale of securities under Rule 144.SEC
2026-09-15144Filing for proposed sale of securities under Rule 144.SEC
2026-09-15144Filing for proposed sale of securities under Rule 144.SEC
2026-09-15144Filing for proposed sale of securities under Rule 144.SEC
2026-09-154Statement of changes in beneficial ownership of securities2026-09-11SEC
2026-09-1410-QQuarterly report pursuant to Section 13 or 15(d)2026-07-31SEC
2026-09-114Statement of changes in beneficial ownership of securities2026-09-10SEC
2026-09-10144Filing for proposed sale of securities under Rule 144.SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-09005.11M18
2026-0800139.80K1
2026-0700303.45K3
2026-06001.03M5
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-1200116.72M10
2025-110000

Institutional holders

Manager% owned
TIGER GLOBAL MANAGEMENT LLC10.15%
DAG Ventures, LLC9.25%
Index Venture Associates VI Ltd6.33%
BlackRock, Inc.5.60%
Ribbit Management Company, LLC3.67%
WELLINGTON MANAGEMENT GROUP LLP2.82%
T. Rowe Price Investment Management, Inc.2.33%
JPMORGAN CHASE & CO2.00%
IEQ CAPITAL, LLC1.77%
North Reef Capital Management LP1.64%

Funds

Fund% owned
JPMorgan Small Cap Equity Fund1.11%
Fidelity Small Cap Growth Fund0.96%
VANGUARD TOTAL STOCK MARKET INDEX FUND0.77%
T. Rowe Price Small-Cap Value Fund, Inc.0.68%
iShares Russell 2000 ETF0.67%
Fidelity Small Cap Growth K6 Fund0.48%
JNL Multi-Manager Small Cap Value Fund0.41%
BlackRock Advantage Small Cap Core Fund0.33%
State Street(R) SPDR(R) S&P(R) Capital Markets ETF0.31%
BlackRock Strategic Income Opportunities Portfolio0.29%

OakChart. WLTH. Cached 15 minutes.