OakChart

Exzeo Group Inc

XZOFinancial·Insurance - Diversified·USA·Small·NYSE·Nov 11 • 9:34 AM ET

16.38+0.06 (0.37%)
2026-11-11 15:34 CET
Market cap
1,461.01 USD m
Revenue, TTM
221.82 USD m
Net income, TTM
85.35 USD m
Free cash flow, TTM
82.62 USD m
EPS diluted, TTM
0.96
P/E
17.03
Compare

Price

XZO against its 20, 50 and 200-day averages
2050200beat
12.0014.0016.0018.00862K1.7MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26XZOclose 16.3820-day 17.0550-day 16.30200-day 15.8116.38

33.4% under 24.60 on 31 Dec 2025. Last 15 sessions, 23.8% high to low

Profile

XZO
52-week range, 33% of the way up
12.3624.60

Exzeo Group, Inc. operates as a provider of turnkey insurance technology and operations solutions to insurance carriers and their agents based on a proprietary platform of purpose-built software and data analytics applications that are specifically designed for the property and casualty, or P&C, insurance ecosystem. Its Insurance-as-a-Service (IaaS) platform includes nine highly configurable software and data analytics applications that are purpose-built to serve insurance companies and other customers in the insurance value chain. The company was founded by Paresh Patel in 2012 and is headquartered in Tampa, FL.

IndexRUT
Employees354
IPONov 05, 2025
Beta0.47
ATR, 14d0.92
Rel volume0.06
Short float14.14%
Insider own87.07%
Inst own7.45%

Snapshot

6 groups

Valuation

IndexRUT
Market Cap1.47B
Enterprise Value1.36B
Income85.35M
Sales221.82M
Book/sh3.32
Cash/sh1.30
Dividend Est.-
Dividend TTM-
Dividend Ex-Date-
Dividend Gr. 3/5Y- -
Payout0.00%
Employees354
IPONov 05, 2025

Ratios

P/E17.03
Forward P/E14.71
PEG2.71
P/S6.61
P/B4.93
P/C12.60
P/FCF17.75
EV/EBITDA12.41
EV/Sales6.11
Quick Ratio1.53
Current Ratio1.53
Debt/Eq0.02
LT Debt/Eq0.01
Option/ShortNo / Yes

Earnings

EPS (ttm)0.96
EPS next Y1.11
EPS next Q0.24
EPS this Y-2.02%
EPS next Y14.78%
EPS next 5Y5.42%
EPS past 3/5Y- -
Sales past 3/5Y68.16% 59.02%
EPS Y/Y TTM-
Sales Y/Y TTM-
EPS Q/Q12.00%
Sales Q/Q0.04%
EarningsNov 04 AMC
EPS/Sales Surpr.1.34% -1.28%

Ownership

Insider Own87.07%
Insider Trans0.03%
Inst Own7.45%
Inst Trans-1.78%
ROA29.44%
ROE45.33%
ROIC28.27%
Gross Margin62.26%
Oper. Margin48.01%
Profit Margin38.48%
SMA20-3.94%
SMA500.48%
SMA2003.63%
Trades-

Technical

Shs Outstand89.72M
Shs Float11.58M
Short Float14.14%
Short Ratio5.24
Short Interest1.64M
52W High24.60 -33.41%
52W Low12.36 32.52%
Volatility7.52% 5.52%
ATR (14)0.92
RSI (14)46.91
Beta0.47
Rel Volume0.06
Avg Volume312.38K
Volume1,069

Performance

Perf Week-15.26%
Perf Month2.63%
Perf Quarter4.53%
Perf Half Y22.42%
Perf YTD-32.45%
Perf Year-13.79%
Perf 3Y-
Perf 5Y-
Perf 10Y-
Recom1.00
Target Price25.25
Prev Close16.32
Price16.38
Change %0.37%

Analyst ratings

latest 3 of 3
DateActionAnalystRating changeTargetImplied
Dec 01, 2025InitiatedWWilliam BlairOutperform
Dec 01, 2025InitiatedTTruistBuy$25+52.6%
Dec 01, 2025InitiatedCCitizens JMPMkt Outperform$27+64.8%

Peers

Mkt cap
TickerCompanyMkt cap
HCIHCI Group Inc2.32B
ARXAccelerant Holdings4.32B
HIPOHippo Holdings Inc967.15M
GWREGuidewire Software Inc12.82B
IGICInternational General Insurance Holdings Ltd1.02B
LMNDLemonade Inc3.12B
CRVLCorvel Corp4.28B
SLDESlide Insurance Holdings Inc3.08B
UVEUniversal Insurance Holdings Inc1.33B
VRSKVerisk Analytics Inc25.87B

Insider trading

latest 14 of 55
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Patel PareshChief Executive OfficerMay 27 '26Buy13.672,00027,3401,672,013May 28 04:15 PM
Patel PareshChief Executive OfficerMay 26 '26Buy13.262,00026,5201,670,013May 27 04:15 PM
Patel PareshChief Executive OfficerMay 22 '26Buy12.922,00025,8401,668,013May 26 04:15 PM
Patel PareshChief Executive OfficerMay 21 '26Buy12.822,00025,6401,666,013May 22 04:15 PM
Patel PareshChief Executive OfficerMay 20 '26Buy13.332,00026,6601,664,013May 21 04:15 PM
Patel PareshChief Executive OfficerMay 19 '26Buy13.692,00027,3801,662,013May 20 04:15 PM
Patel PareshChief Executive OfficerMay 18 '26Buy13.932,00027,8601,660,013May 19 04:15 PM
Patel PareshChief Executive OfficerMay 15 '26Buy13.682,00027,3551,658,013May 18 04:15 PM
Patel PareshChief Executive OfficerMay 14 '26Buy13.752,00027,5001,656,013May 15 04:15 PM
Patel PareshChief Executive OfficerMay 13 '26Buy13.552,00027,1001,654,013May 14 04:15 PM
Patel PareshChief Executive OfficerMay 12 '26Buy13.852,00027,7001,652,013May 13 04:15 PM
Patel PareshChief Executive OfficerMay 11 '26Buy13.992,00027,9801,650,013May 12 04:15 PM
Patel PareshChief Executive OfficerMay 08 '26Buy13.522,00027,0401,648,013May 11 04:15 PM
Patel PareshChief Executive OfficerMay 07 '26Buy15.112,00030,2201,646,013May 08 04:14 PM

Held by

AUM
TickerCompanyAUM
AVUVAvantis U.S. Small Cap Value ETFAUM: 32.39B
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
IWMiShares Russell 2000 Index FundAUM: 77.38B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWOiShares Russell 2000 Growth ETFAUM: 14.06B
AVSCAvantis U.S Small Cap Equity ETFAUM: 3.23B
AVUSAvantis U.S. Equity ETFAUM: 14.65B
SCHASchwab U.S. Small-Cap ETFAUM: 22.25B
VTWOVanguard Russell 2000 Index ETFAUM: 16.75B
SCHBSchwab U.S. Broad Market ETFAUM: 44.09B

News

latest 14 of 62
  • Exzeo Edges Past Estimates, But A Managed-Premium Cut And Sliding ARR Overshadow The Penny Beat (Earnings Whispers) +8.66% -10.86%
  • Exzeo: Q3 Earnings Snapshot (Associated Press)
  • Exzeo Announces Third Quarter 2026 Financial Results (Business Wire)
  • Exzeo's Flat Premium Guide Meets A Back-Loaded $1.55 Billion Target (Earnings Whispers) +6.09%
  • Exzeo Group Sets Third Quarter 2026 Earnings Call for Wednesday, November 4, 2026, at 5:45 p.m. ET (Business Wire)
  • Loading…
  • Exzeo Authorizes $25 Million Stock Repurchase Program (Business Wire)
  • Exzeo Group Inc (XZO) (Q2 2026) Earnings Call Highlights: Record EBITDA and Geico Partnership ... (GuruFocus.com)
  • Exzeo: Q2 Earnings Snapshot (Associated Press)
  • Exzeo Announces Second Quarter 2026 Financial Results (Business Wire)
  • Exzeo Group Launches Exzeo Ventures to Build the Next Generation of AI-Native Businesses (Business Wire)
  • Earnings To Watch: Exzeo Group Inc (XZO) Reports Q2 2026 Result (GuruFocus.com)
  • Exzeo Group Sets Second Quarter 2026 Earnings Call for Thursday, August 6, 2026, at 5:45 p.m. ET (Business Wire) -6.17%
  • Exzeo Announces New Stock Repurchase Program (Business Wire)

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q32026-11-040.2500.2470.25053.8954.583
2026Q22026-08-060.2600.2400.25657.3055.233
2026Q12026-05-060.2200.2070.22454.0157.393
2025Q42026-02-250.2500.1730.23351.0444.103
2025Q32025-12-100.2500.2400.22252.3653.213
2025Q22025-09-030.270-0.27053.54--
2026Q4--0.237--50.933
2027Q1--0.260--58.683
2027Q2--0.293--62.243
2027Q3--0.290--62.473
2027Q4--0.280--60.853
2028Q1--0.260--60.901
2028Q2--0.310--66.601
2028Q3--0.310--67.801
2028Q4--0.280--62.601

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
2025FY0.9900.8900.990205.81204.9
2026FY-0.970--216.62
2027FY-1.113--244.24
2028FY-1.160--257.9

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
2026Q4S2026-11-0530350.9349.3053.90
2026Q4S2026-11-0430254.4052.1056.20
2026Q4S2026-11-0230254.4052.1056.20
2026Q4S2026-10-2130155.1354.2956.20
2026Q4S2026-10-1630355.1354.2956.20
2026Q4S2026-08-0730355.4654.2956.20
2026Q4S2026-05-1230063.5062.1064.50
2026Q4S2026-05-0733063.5062.1064.50
2026Q4S2026-02-2633063.1661.5064.48
2026Q4S2026-02-2430059.6759.0060.00
2026Q4S2025-12-1132059.6759.0060.00
2026Q4S2025-11-2830058.0256.9959.50
2026Q4S2025-11-2610059.5059.5059.50
2026Q4R2026-11-052020.230.230.23

Estimate history

EPS, annual-0.076-0.7030.1260.3740.8690.962
Period20192022202320242025TTM
EPS, quarterly-0.042-0.060.0570.1880.2220.2330.2240.2560.248
PeriodQ1 '22Q2 '22Q3 '24Q1 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual21.3445.63188.333133.948216.98221.82
Period20192022202320242025TTM
Sales, quarterly20.01227.64129.1152.40755.16653.31655.53457.78755.186
PeriodQ1 '22Q2 '22Q3 '24Q1 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual90.77690.77690.77690.77690.91489.716
Period20192022202320242025MRQ
Shares, quarterly90.77690.77690.77190.91490.77190.91490.91890.289.716
PeriodQ1 '22Q2 '22Q3 '24Q1 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2019FY
Total Revenue221.82216.98133.9588.3345.63-21.34
Total Expenses115.32110.9995.9385.7883.38-23.07
Operating Income106.50105.9938.022.55-37.75--1.73
Unusual Expense0.000.000.000.000.00-0.00
Net Income Before Taxes117.70110.2935.240.88-38.60--8.49
Income Taxes29.6927.549.17-12.023.41--1.58
Consolidated Net Income85.3579.0025.5212.70-38.56--6.91
Net Income From Continuing Operations85.3579.0025.5212.70-38.56--6.91
Net Income85.3579.0033.9511.40-63.80--6.91
EPS (Recurring)0.980.870.370.13-0.70--0.08
EPS (Basic, Before Extraordinaries)0.960.870.370.13-0.70--0.08
EPS (Diluted)0.960.870.370.13-0.70--0.08
Non-Operating Income (Expense)11.194.300.550.050.03--6.76
Other After Tax Adjustments-2.65-3.75-0.55-0.203.45-0.00
Stock Option Compensation Expense12.262.062.582.312.77-0.69
Price To Earnings Ratio16.9616.96-----
Price To Sales Ratio5.7110.16-----
Gross Margin62.2660.1639.4719.22-57.60-27.83
Operating Margin48.0148.8528.382.89-82.74--8.11
Net Margin38.4836.4125.3512.91-139.81--32.39
Shares Outstanding89.7290.9190.7890.7890.78-90.78
Market Capitalization1,461.011,461.012,168.53----

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q12024Q3
Total Revenue55.1957.7955.5353.3255.1752.4129.11-
Total Expenses29.0429.3230.4626.5027.9128.6122.38-
Operating Income26.1528.4625.0726.8127.2523.806.73-
Unusual Expense0.000.000.000.000.000.000.00-
Net Income Before Taxes29.8331.4327.5928.8528.3524.206.91-
Income Taxes7.498.167.186.877.206.241.66-
Consolidated Net Income21.7222.6219.8421.1720.1217.085.17-
Net Income From Continuing Operations21.7222.6219.8421.1720.1217.085.17-
Net Income21.7222.6219.8421.1720.1217.085.17-
EPS (Recurring)0.250.260.220.230.220.190.06-
EPS (Basic, Before Extraordinaries)0.250.260.220.230.220.190.06-
EPS (Diluted)0.250.260.220.230.220.190.06-
Non-Operating Income (Expense)3.682.962.512.041.100.400.20-
Other After Tax Adjustments-0.62-0.65-0.57-0.81-1.03-0.87-0.09-
Stock Option Compensation Expense5.565.790.550.350.580.551.16-
Price To Earnings Ratio16.96-------
Price To Sales Ratio5.716.71------
Gross Margin61.7963.4958.7065.1560.9954.8137.90-
Operating Margin47.3949.2645.1550.2949.4045.4123.12-
Net Margin39.3639.1435.7239.7136.4832.5917.75-
Shares Outstanding89.7290.2090.9290.9190.7790.9190.77-
Market Capitalization1,461.011,533.791,333.702,201.202,168.53---

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2019FY
Cash & Short Term Investments305.3754.5015.05--52.35
Short Term Receivables14.205.689.13--6.38
Investment Securities0.000.000.00--0.00
Securities In Custody0.000.000.00--0.00
Investments0.000.000.00--19.24
Investment in Unconsolidated Affiliates0.000.000.00--0.00
Net Property, Plant & Equipment17.5518.8017.36--6.39
Deferred Tax Assets4.640.200.56--2.00
Other Intangible Assets7.6410.46583.47--9.87
Total Assets349.4089.64625.57--96.23
Total Debt7.258.3565.93--0.74
Long Term Debt4.836.2264.19--0.74
Provision for Risks Charges0.000.000.00--0.00
Deferred Tax Liabilities1.672.321.16--3.29
Other Liabilities86.3363.46487.62--75.24
Total Liabilities95.2474.13554.71--79.27
Preferred Stock - Carrying Value0.000.0096.16--0.00
Common Equity254.1615.51-25.30--16.96
Total Shareholders Equity254.1615.5170.86--16.96
Accumulated Minority Interest0.000.000.00--0.00
Total Equity254.1615.5170.86--16.96
Total Liabilities & Stockholders Equity349.4089.64625.57--96.23
Book Value Per Share2.800.17-0.28--0.19
Tangible Book Value Per Share2.800.17-0.28--0.19
Full-Time Employees354-----
Price to Book Ratio4.9127.65----
Return on Assets35.997.14----
Return on Equity58.5959.09----
Return on Invested Capital30.50203.0015.38---39.04
Quick Ratio3.861.190.81--0.94
Current Ratio3.861.190.81--0.94

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2019FY
Funds from Operations92.4383.40176.1161.56-34.67--3.04
Extraordinary Item0.000.000.000.000.00-0.00
Changes in Working Capital-8.5416.9015.80-2.1917.90-36.13
Income Taxes Payable-1.235.554.22-2.49-1.89--0.68
Cash from Operating Activities83.89100.30191.9159.37-16.76-33.09
Capital Expenditures-1.27-2.84-3.33-3.25-3.45--2.45
Net Assets From Acquisitions0.000.000.000.000.00-0.00
Sale of Fixed Assets and Businesses0.000.000.000.000.00-0.00
Purchase or Sale of Investments-243.060.000.000.000.00-1.72
Purchase of Investments-243.060.000.000.000.00--11.93
Sale Or Maturity of Investments0.000.000.000.000.00-13.65
Other Uses0.000.00-189.19-13.35-238.37-0.00
Other Sources0.000.000.000.000.00-0.00
Cash from Investing Activities-244.33-2.84-192.52-16.60-241.82--0.73
Cash Dividends Paid0.000.00-2.92-6.76-5.51-0.00
Change in Capital Stock137.27154.72-100.48-0.35-0.41-5.00
Repurchase of Common Pref Stock-18.56-1.49-100.48-0.35-0.41-0.00
Sale of Common Pref Stock155.83156.210.000.000.00-5.00
Proceedsfrom Stock Options155.83156.210.000.000.00-5.00
Issuance or Reduction of Debt, Net0.000.0097.01-0.0117.98--0.01
Change in Long Term Debt-0.0097.01-0.0117.98--0.01
Issuance of Long Term Debt--100.00-17.99--
Reduction of Long Term Debt-0.00-2.99-0.01-0.01--0.01
Net Financing Active Other Cash Flow0.000.000.000.0017.99-0.00
Other Financing Activities Uses0.000.000.000.000.00-0.00
Cash from Financing Activities136.21153.65-6.40-7.1230.06-4.99
Exchange Rate Effect-0.28-0.23-0.09-0.04-0.10--0.02
Net Change in Cash-24.52250.87-7.0935.61-228.62-37.33
Free Cash Flow82.6297.45188.5856.12-20.22-30.64
Preferred Dividends (Cash Flow)-0.00-2.92-6.76-5.51-0.00
Price to Free Cash Flow15.3222.62-----

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q1
Cash & Short Term Investments116.40136.73231.38305.37140.92-
Short Term Receivables16.7922.1622.4114.2013.31-
Investments233.78197.0798.520.000.00-
Investment in Unconsolidated Affiliates0.000.000.000.000.00-
Net Property, Plant & Equipment15.2415.9916.8417.5518.02-
Deferred Tax Assets3.592.402.904.640.01-
Other Intangible Assets11.6911.427.727.649.99-
Total Assets397.49385.78379.77349.40182.25-
Total Debt6.316.626.937.257.51-
Long Term Debt3.814.144.484.835.16-
Provision for Risks Charges0.000.000.000.000.00-
Deferred Tax Liabilities---1.67--
Other Liabilities93.0890.9997.9086.3396.31-
Total Liabilities99.3997.61104.8395.24103.82-
Preferred Stock - Carrying Value0.000.000.000.000.00-
Common Equity298.10288.17274.94254.1678.43-
Total Shareholders Equity298.10288.17274.94254.1678.43-
Accumulated Minority Interest0.000.000.000.000.00-
Total Equity298.10288.17274.94254.1678.43-
Total Liabilities & Stockholders Equity397.49385.78379.77349.40182.25-
Book Value Per Share3.323.193.022.800.86-
Tangible Book Value Per Share3.323.193.022.800.86-
Full-Time Employees---354--
Price to Book Ratio4.915.585.2528.0727.65-
Return on Assets29.44-----
Return on Equity45.33-----
Return on Invested Capital7.197.747.108.1724.07-
Quick Ratio1.531.852.653.861.73-
Current Ratio1.531.852.653.861.73-

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q1
Funds from Operations24.6025.5522.1620.12-17.04
Extraordinary Item0.000.000.000.00-0.00
Changes in Working Capital7.13-10.143.31-8.84-2.73
Income Taxes Payable-0.21-8.986.941.02-0.60
Cash from Operating Activities31.7215.4125.4711.28-19.77
Capital Expenditures-0.33-0.21-0.33-0.40--0.77
Net Assets From Acquisitions0.000.000.000.00-0.00
Sale of Fixed Assets and Businesses0.000.000.000.00-0.00
Purchase or Sale of Investments-44.66-99.40-98.990.00-0.00
Purchase of Investments-44.66-99.40-98.990.00-0.00
Sale Or Maturity of Investments0.000.000.000.00-0.00
Other Uses0.000.000.000.00-0.00
Other Sources0.000.000.000.00-0.00
Cash from Investing Activities-44.99-99.61-99.32-0.40--0.77
Cash Dividends Paid0.000.000.000.00-0.00
Preferred Dividends (Cash Flow)0.000.000.000.00-0.00
Change in Capital Stock-17.07-0.32-0.06154.72-0.00
Repurchase of Common Pref Stock-17.070.000.00-1.49-0.00
Sale of Common Pref Stock0.00-0.32-0.06156.21-0.00
Proceedsfrom Stock Options0.00-0.32-0.06156.21-0.00
Issuance or Reduction of Debt, Net0.000.000.000.00-0.00
Change in Long Term Debt---0.00--
Reduction of Long Term Debt---0.00--
Net Financing Active Other Cash Flow0.000.000.000.00-0.00
Other Financing Activities Uses0.000.000.000.00-0.00
Cash from Financing Activities-7.02-10.36-0.06153.65-0.00
Exchange Rate Effect-0.03-0.09-0.09-0.07--0.01
Net Change in Cash-20.33-94.65-73.99164.45-18.99
Free Cash Flow31.3915.2125.1410.88-19.00
Price to Free Cash Flow15.32-----

Revenue breakdown

Consolidation, Policy2024: 3.00K 2025: 632.00K
Technology Service2024: 7.80M 2025: 9.46M
Underwriting and Management Services2024: 126.15M 2025: 206.89M
United States2024: 133.95M 2025: 216.98M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-3014.14%1.6M11.6M288.62K
2026-10-1514.56%1.7M11.7M265.80K
2026-09-3016.99%2.0M11.7M225.74K
2026-09-1513.26%1.5M11.7M197.34K
2026-08-319.92%1.2M12.4M199.08K
2026-08-146.88%0.9M12.4M205.20K
2026-07-314.80%0.6M12.5M223.64K
2026-07-155.14%0.6M12.5M223.51K
2026-06-306.75%0.8M12.5M221.81K
2026-06-156.15%0.8M12.5M231.97K
2026-05-294.83%0.6M12.5M218.41K
2026-05-153.84%0.5M12.5M222.07K
2026-04-303.36%0.4M12.5M200.62K
2026-04-153.93%0.5M12.5M194.38K
2026-03-314.43%0.6M12.5M190.08K
2026-03-131.94%0.2M12.5M169.74K
2026-02-272.12%0.3M12.5M182.30K
2026-02-131.45%0.2M12.4M181.86K
2026-01-301.16%0.1M12.4M272.62K
2026-01-150.61%0.1M12.4M313.79K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-0510-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-048-KCurrent report2026-11-04SEC
2026-08-148-KCurrent report2026-08-14SEC
2026-08-0710-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-068-KCurrent report2026-08-06SEC
2026-06-108-KCurrent report2026-06-09SEC
2026-05-284Statement of changes in beneficial ownership of securities2026-05-27SEC
2026-05-274Statement of changes in beneficial ownership of securities2026-05-26SEC
2026-05-268-KCurrent report2026-05-26SEC
2026-05-264Statement of changes in beneficial ownership of securities2026-05-22SEC
2026-05-224Statement of changes in beneficial ownership of securities2026-05-21SEC
2026-05-214Statement of changes in beneficial ownership of securities2026-05-20SEC
2026-05-204Statement of changes in beneficial ownership of securities2026-05-19SEC
2026-05-194Statement of changes in beneficial ownership of securities2026-05-18SEC
2026-05-184Statement of changes in beneficial ownership of securities2026-05-15SEC
2026-05-1510-Q/A2026-03-31SEC
2026-05-154Statement of changes in beneficial ownership of securities2026-05-14SEC
2026-05-144Statement of changes in beneficial ownership of securities2026-05-13SEC
2026-05-134Statement of changes in beneficial ownership of securities2026-05-12SEC
2026-05-124Statement of changes in beneficial ownership of securities2026-05-11SEC
2026-05-114Statement of changes in beneficial ownership of securities2026-05-08SEC
2026-05-084Statement of changes in beneficial ownership of securities2026-05-07SEC
2026-05-074Statement of changes in beneficial ownership of securities2026-05-06SEC
2026-05-0710-QQuarterly report pursuant to Section 13 or 15(d)2026-03-31SEC
2026-05-068-KCurrent report2026-05-06SEC
2026-05-064Statement of changes in beneficial ownership of securities2026-05-05SEC
2026-05-054Statement of changes in beneficial ownership of securities2026-05-04SEC
2026-05-044Statement of changes in beneficial ownership of securities2026-05-01SEC
2026-05-014Statement of changes in beneficial ownership of securities2026-04-30SEC
2026-04-304Statement of changes in beneficial ownership of securities2026-04-29SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-05517.17K1800
2026-04669.06K2100
2026-03427.86K1300
2026-020000
2026-010000
2025-12637.33K300
2025-111.87M800

Institutional holders

Manager% owned
Jupiter Topco LLC0.80%
AMERICAN CENTURY COMPANIES INC0.66%
GOLDMAN SACHS GROUP INC0.63%
JENNISON ASSOCIATES LLC0.63%
Whetstone Capital Advisors, LLC0.60%
BlackRock, Inc.0.50%
GEODE CAPITAL MANAGEMENT, LLC0.34%
ESSEX INVESTMENT MANAGEMENT CO LLC0.28%
FJ Capital Management LLC0.25%
CITADEL ADVISORS LLC0.19%

Funds

Fund% owned
Avantis U.S. Small Cap Value ETF0.84%
Janus Henderson Venture Fund0.66%
PGIM Jennison Small Company Fund0.26%
iShares Russell 2000 ETF0.24%
Strategic Advisers U.S. Total Stock Fund0.23%
Goldman Sachs Small Cap Value Fund0.20%
College Retirement Equities Fund - Total Global Stock Account0.15%
Victory RS Small Cap Growth Fund0.11%
Fidelity Small Cap Index Fund0.10%
Avantis U.S. Small Cap Value Fund0.09%

OakChart. XZO. Cached 15 minutes.