Apollo Global Management, Inc.(APO)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

APO iron condor setups APO expected move APO IV rank history APO Fibonacci levels APO insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

APO $121.44 —
Snapshot
$121.44
52-Week Range
$99.56 – $153.29
YTD
-17.17%
IV Rank (30D)
17.87
Straddle Price
$9.75
P/C Vol Ratio
1.32
Market Cap
$71.3B
Fair Value
+50.0% vs price

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.96%
Beta vs SPY1.32
Cost of Equity (CAPM)12.21% (VRP-adj)
WACC11.95%
Volatility Risk Premium+12.9pp (IV − HV30), ERP adj +49bps
Effective Tax Rate19.1%
Rev. Growth (YoY, DCF input)+30.0%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$9.5B
Return on Equity (TTM)2.4%
Book / Price64.7% — banking bias active (P/B is primary)
Gross Margin (TTM)100.0%
FCF Margin (TTM)93.6%
Debt / Equity0.00
Quality Score5/6 — high quality (12y DCF)
SMA 50$128.97 (Market Anchor value)
SMA 20 / Bollinger Mid$129.29
Bollinger Width / SMA2010.1% (drives anchor stability)
Net Debt$-19.2B
Market Cap$66B
Peers used for multiples: ARES, BLK, BX, CG, COF, JPM, KKR, OWL
Blended Fair Value
$305.41
Deviation
+50.0%
MethodImplied PriceWeightDetail
DCF $993.70 20%
DDM (Gordon) $31.23 0%
Peer P/E $166.22 5% median 27.4× · 8 peers
Peer EV/EBITDA n/a 0% median 14.5× · 8 peers
Peer P/B $220.95 8% median 2.8× · 8 peers
Peer P/S $82.05 8% median 4.0× · 8 peers
Market Anchor (SMA50) $128.97 40% stability 100% (BB-width)
Options Expected (B-L 30d) $122.41 20% 46 strikes · skew +0.12
As of 2026-09-25 · updated
Info
Industry (SIC)
INVESTMENT ADVICE (6282)
Exchange
XNYS
Market Cap
$71.3B

Apollo is one of the world's largest alternative asset managers, with $1.047 trillion in total assets under management, or AUM, including $858.0 billion in fee-earning assets, at the end of June 2026. The company has two core operating segments: asset management and retirement services. Apollo operates with scale in most of its major asset management endeavors—private equity (with an estimated $137.2 billion in total AUM and $76.3 billion in fee-earning AUM), real estate/real assets ($60.8 billion/$27.6 billion), and credit ($849.3 billion/$754.1 billion). Apollo has a distribution profile tha…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +5.51% 15
Feb -2.45% 15
Mar -3.60% 16
Apr +4.07% 16
May +1.09% 16
Jun +2.39% 16
Jul +4.23% 16
Aug -1.33% 16
Sep -1.72% 16
Oct +4.51% 15
Nov +3.31% 15
Dec +1.24% 15
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $128.69
SMA 50: $128.94
SMA 200: $127.41
Current: $121.52
EMA 12: $125.53
EMA 26: $127.83
MACD: -2.2952 | Signal: -0.9508
BEARISH
ADX (14): 24.62
WEAK TREND
+DI: 10.57
−DI: 29.89

Momentum Oscillators

RSI (14): 36.62
NEUTRAL
Stoch %K: 14.72
Stoch %D: 16.14
Williams %R: -81.77

Volume & Volatility

BB Upper: $137.51
BB Lower: $119.87
NEUTRAL
OBV: 108,377,071
Vol SMA 20: 2,618,988
Vol ROC: -55.10%
ATR: $3.92
True Range: $2.23
HV 20: 26.0%
HV 30: 26.9%
HV 60: 33.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary Overall Assessment: NEUTRAL (Confidence Level: 6/10) Key Drivers: * Strong technical momentum with bullish MACD signal * Supportive news sentiment and recent headlines Primary Risks: * Volatility regime indicates above-average risk * Options market suggests potential for a significant move, but unclear direction

Investment Thesis: APO's current trend is driven by strong technical signals and supportive news sentiment. While the options market suggests volatility and potential for a significant move, the overall risk profile remains elevated.

Recent News Sentiment Impact: The recent headlines are generally neutral, focusing on AI infrastructure financing plans and industry trends. These themes have not significantly impacted APO's price movement in the short term.

Technical Analysis

Trend Direction: * Short-term: Uptrend * Medium-term: Weak trend (ADX 14: 24.52) * Long-term: Bearish momentum has reversed, indicating potential for further upside

Support/Resistance Levels: * SMA 20: $131.11 (support) * SMA 50: $126.82 (resistance) * Upper Bollinger Band: $143.90 (resistance)

Momentum Signals: * RSI (14): 53.28 (neutral) * MACD: Bullish signal above the signal line * Bollinger Bands: Neutral, with no clear direction

Volume Analysis: * Volume SMA 20: 3993068.19 (above average) * On-Balance Volume (OBV): Increasing momentum * Volume Rate of Change: -45.32% (bearish)

News & Sentiment Analysis

Recent Headlines Summary: Neutral headlines focused on AI infrastructure financing plans and industry trends

Sentiment Assessment: Neutral sentiment with no clear directional bias

Catalyst Identification: None evident in recent news headlines

Market Narrative: Current technical signals align with the overall market trend, indicating potential for further upside.

Risk & Volatility Assessment

Risk Profile: * Beta: 1.17 (above average) * Alpha: -0.17 (negative) * Correlation: 0.41 (moderate)

Volatility Regime: Above-average volatility regime indicates increased risk

Options Market Signals: * IV Rank: High, suggesting historically high volatility * Current IV: 65.8% * Expected Move: $10.05 (28 DTE) * Volume Flow: Bearish put/call ratio

Downside Protection: SMA 20 and SMA 50 provide support levels for potential pullbacks.

Market Context & Positioning

Sector Performance: APO's sector is performing relatively strong, indicating potential for continued upside.

Institutional Activity: Above-average institutional interest suggests potential for further price appreciation.

Correlation Analysis: R-squared interpretation indicates a moderate correlation with the overall market trend.

Relative Valuation: APO's position within its trading range suggests it may continue to appreciate or consolidate around current levels.

Key Levels & Action Items

Critical Price Levels: * SMA 20: $131.11 (support) * SMA 50: $126.82 (resistance)

Breakout/Breakdown Levels: * Upper Bollinger Band: $143.90 (resistance) * Lower Bollinger Band: $118.33 (support)

Time-Sensitive Catalysts: None evident in recent news headlines or market data

Risk Management: Stop-loss levels should be set around the SMA 20 and SMA 50 to manage potential pullbacks.

This comprehensive analysis provides an objective assessment of APO's stock performance, incorporating technical indicators, news sentiment, risk metrics, and options activity. The report highlights key drivers, primary risks, and market context to inform investment decisions.

Generated
News
Bloomberg MarketsT1·5d ago
QIA, Apollo & Goldman CEOs on Global Capital
Mohammed Saif Al-Sowaidi, CEO of QIA, Marc Rowan, Co-founder, Chairman & CEO of Apollo Global Management and David M. Solomon, Chairman & CEO of Goldman Sachs Group discuss where global capital is moving and how investors are positioning for growth with Bloomberg’s Francine…
General$APO$GS
Earnings History
7 of 8 under expected move
Avg Expected Move
5.42%
Avg Actual Move
2.67%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-11-05 Pre-Market 5.81% 7.59% 1.31x Exceeded
2025-02-04 Pre-Market 6.22% 3.22% 0.52x Within
2025-05-02 Pre-Market 5.50% 2.16% 0.39x Within
2025-08-05 Pre-Market 5.42% 2.48% 0.46x Within
2025-10-02 Pre-Market 2.73% 2.09% 0.77x Within
2026-02-09 Pre-Market 7.06% 0.23% 0.03x Within
2026-05-06 Pre-Market 5.02% 0.66% 0.13x Within
2026-08-04 Pre-Market 5.64% 2.92% 0.52x Within
Options Activity
IV Rank (30D)
17.87
IV Rank (7D)
66.69
Avg IV
42.1%
Straddle (30D)
$9.75
Straddle (7D)
$4.60
P/C Volume
1.32
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
1.19
Correlation (SPY)
41.9%
R²
0.18
Ann. Volatility
36.9%
SPY Volatility
13.0%

Above average volatility - stock moves with market amplification

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 544,546,146 (as of 2025-12-31)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

1,241 filers464,762,841 shares$53.14B value85.35% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 47,760,608 $6.91B 13.01% 8.77% 2025-12-31
2 BlackRock, Inc. Custodian 35,012,603 $4.04B 7.60% 6.43% 2026-06-30
3 VANGUARD CAPITAL MANAGEMENT LLC 28,196,855 $3.34B 6.28% 5.18% 2026-06-30
4 Capital Research Global Investors 25,333,926 $2.92B 5.49% 4.65% 2026-06-30
5 FMR LLC Custodian 24,862,150 $2.90B 5.47% 4.57% 2026-06-30
6 STATE STREET CORP (STT, STT-PG) 19,878,764 $2.35B 4.43% 3.65% 2026-06-30
7 Capital World Investors 18,279,251 $2.16B 4.07% 3.36% 2026-06-30
8 VANGUARD PORTFOLIO MANAGEMENT LLC 14,538,875 $1.72B 3.24% 2.67% 2026-06-30
9 FRANKLIN RESOURCES INC Custodian 12,804,157 $1.38B 2.60% 2.35% 2026-06-30
10 GEODE CAPITAL MANAGEMENT, LLC Custodian 10,396,296 $1.22B 2.30% 1.91% 2026-06-30
11 National Philanthropic Trust 9,138,579 $1.08B 2.03% 1.68% 2026-06-30
12 MORGAN STANLEY Custodian 9,101,304 $1.07B 2.01% 1.67% 2026-06-30
13 NORGES BANK 7,923,927 $903.05M 1.70% 1.46% 2026-06-30
14 BANK OF AMERICA CORP /DE/ Custodian 7,284,082 $840.41M 1.58% 1.34% 2026-06-30
15 UBS Group AG Custodian 5,979,070 $707.12M 1.33% 1.10% 2026-06-30
16 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME Custodian 5,657,781 $669.37M 1.26% 1.04% 2026-06-30
17 Clearbridge Investments, LLC 5,405,115 $625.13M 1.18% 0.99% 2026-06-30
18 NORTHERN TRUST CORP Custodian 4,870,509 $576.23M 1.08% 0.89% 2026-06-30
19 GOLDMAN SACHS GROUP INC Custodian 4,829,964 $570.70M 1.07% 0.89% 2026-06-30
20 Mariner, LLC 4,681,672 $538.75M 1.01% 0.86% 2026-06-30
21 Capital International Investors 5,568,974 $533.06M 1.00% 1.02% 2026-06-30
22 JPMORGAN CHASE & CO Custodian 4,519,993 $518.04M 0.97% 0.83% 2026-06-30
23 Legal & General Group Plc Custodian 3,887,979 $459.99M 0.87% 0.71% 2026-06-30
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,608,191 $426.89M 0.80% 0.66% 2026-06-30
25 Boston Partners 3,356,695 $397.48M 0.75% 0.62% 2026-06-30
44 filers$2.27B notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $816.61M 35.99% 2026-06-30
2 WELLS FARGO & COMPANY/MN Custodian $406.46M 17.91% 2026-03-31
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $231.17M 10.19% 2026-06-30
4 CITADEL ADVISORS LLC Custodian $134.73M 5.94% 2026-06-30
5 WOLVERINE TRADING, LLC Custodian $103.66M 4.57% 2025-09-30
6 IMC-Chicago, LLC Custodian $84.33M 3.72% 2026-06-30
7 Parallax Volatility Advisers, L.P. $77.53M 3.42% 2026-06-30
8 UBS Group AG Custodian $67.52M 2.98% 2026-06-30
9 Walleye Trading LLC $63.26M 2.79% 2026-06-30
10 MILLENNIUM MANAGEMENT LLC Custodian $54.93M 2.42% 2026-06-30
11 GOLDMAN SACHS GROUP INC Custodian $42.89M 1.89% 2026-06-30
12 GROUP ONE TRADING LLC Custodian $42.41M 1.87% 2026-06-30
13 TUDOR INVESTMENT CORP ET AL $17.04M 0.75% 2026-06-30
14 SIMPLEX TRADING, LLC Custodian $15.44M 0.68% 2026-06-30
15 CREDIT AGRICOLE S A $13.01M 0.57% 2026-06-30
16 Cubist Systematic Strategies, LLC $12.47M 0.55% 2025-09-30
17 Squarepoint Ops LLC $9.81M 0.43% 2026-06-30
18 Point72 Asset Management, L.P. $8.91M 0.39% 2026-06-30
19 CITIGROUP INC Custodian $7.10M 0.31% 2026-06-30
20 BALYASNY ASSET MANAGEMENT L.P. $6.22M 0.27% 2026-06-30
21 SIG BROKERAGE, LP $5.92M 0.26% 2026-06-30
22 PEAK6 LLC $4.92M 0.22% 2026-06-30
23 BNP PARIBAS FINANCIAL MARKETS Custodian $4.89M 0.22% 2026-06-30
24 Schonfeld Strategic Advisors LLC $4.12M 0.18% 2026-06-30
25 TWO SIGMA INVESTMENTS, LP Custodian $3.79M 0.17% 2026-06-30
42 filers$2.14B notional
# Filer Notional Value % of Total Period
1 WELLS FARGO & COMPANY/MN Custodian $657.38M 30.72% 2026-03-31
2 JANE STREET GROUP, LLC Custodian $554.31M 25.90% 2026-06-30
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $222.84M 10.41% 2026-06-30
4 UBS Group AG Custodian $193.73M 9.05% 2026-06-30
5 CITADEL ADVISORS LLC Custodian $72.81M 3.40% 2026-06-30
6 GOLDMAN SACHS GROUP INC Custodian $60.52M 2.83% 2026-06-30
7 IMC-Chicago, LLC Custodian $45.41M 2.12% 2026-06-30
8 WOLVERINE TRADING, LLC Custodian $28.98M 1.35% 2025-09-30
9 BARCLAYS PLC Custodian $28.39M 1.33% 2026-06-30
10 Walleye Trading LLC $27.64M 1.29% 2026-06-30
11 GROUP ONE TRADING LLC Custodian $26.80M 1.25% 2026-06-30
12 JPMORGAN CHASE & CO Custodian $23.77M 1.11% 2026-06-30
13 Parallax Volatility Advisers, L.P. $22.01M 1.03% 2026-06-30
14 PEAK6 LLC $20.65M 0.96% 2026-06-30
15 SIMPLEX TRADING, LLC Custodian $18.87M 0.88% 2026-06-30
16 CREDIT AGRICOLE S A $18.34M 0.86% 2026-06-30
17 MILLENNIUM MANAGEMENT LLC Custodian $17.50M 0.82% 2026-06-30
18 BNP PARIBAS FINANCIAL MARKETS Custodian $15.68M 0.73% 2026-06-30
19 CITIGROUP INC Custodian $11.24M 0.53% 2026-06-30
20 Point72 Asset Management, L.P. $11.05M 0.52% 2026-06-30
21 CAPSTONE INVESTMENT ADVISORS, LLC $8.40M 0.39% 2026-06-30
22 ROYAL BANK OF CANADA Custodian $7.17M 0.34% 2026-06-30
23 Cubist Systematic Strategies, LLC $6.68M 0.31% 2025-09-30
24 HSBC HOLDINGS PLC Custodian $6.43M 0.30% 2026-06-30
25 Walleye Capital LLC $4.53M 0.21% 2026-06-30
Insider Activity
Latest: 2026-09-14
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-14 James Richard Belardi See Remarks Gift (G) −38,605 — EDGAR
2026-08-17 Martin Kelly Chief Financial Officer Mixed −4,534 $140.84 -$422.5K EDGAR
2026-08-11 LEON D BLACK Other (J) — — EDGAR
2026-08-11 LDB 2014 LLC Other (J) −3,000,000 — EDGAR
2026-07-10 Martin Kelly Chief Financial Officer — — — EDGAR
2026-07-06 MARC A BEILINSON Director Award (A) +1,589 — EDGAR
2026-07-06 LYNN C SWANN Director Award (A) +1,589 — EDGAR
2026-07-06 Mitra O'Neill Director Award (A) +1,589 — EDGAR
2026-07-06 GARY D COHN Director Award (A) +1,986 — EDGAR
2026-07-06 PAMELA J JOYNER Director Award (A) +1,589 — EDGAR
2026-07-06 JESSICA M BIBLIOWICZ Director Award (A) +1,589 — EDGAR
2026-07-06 Patrick Toomey Director Award (A) +1,589 — EDGAR
2026-07-06 Brian Leach Director Award (A) +1,589 — EDGAR
2026-07-06 Kerry Murphy Healey Director Award (A) +1,589 — EDGAR
2026-06-10 Martin Kelly Chief Financial Officer Gift (G) −1,300 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
46 insiders · @ $121.52
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Charles P Coleman III 10%+ Owner 37,663,500 $4.58B $541.38M 12 2019-07-01
2 Lee Fixel 10%+ Owner 36,405,000 $4.42B $350.61M 6 2018-11-20
3 JOSHUA HARRIS 34,786,690 $4.23B -$1.10B 72 2024-11-21
4 MJH Partners II LLC 34,313,690 $4.17B -$230.14M 17 2025-12-15
5 SCOTT L SHLEIFER 10%+ Owner 31,052,476 $3.77B $305.80M 8 2021-07-02
6 LEON D BLACK 30,992,101 $3.77B -$657.47M 23 2026-08-11
7 Socrates Trust 29,629,251 $3.60B $0 4 2025-12-03
8 TIGER GLOBAL MANAGEMENT LLC 10%+ Owner 23,615,760 $2.87B -$60.16M 12 2021-07-14
9 James C Zelter President 5,470,447 $664.77M -$160.32M 96 2026-02-20
10 SCOTT KLEINMAN Co-President (See Remarks) 4,753,626 $577.66M -$122.56M 60 2026-05-29
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-08-14
Last 30d: 0 filings  ·  Last 90d: 3 filings · $512.4M notice value · 3 unique filers

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: BLACK, LEON D (1, $256.0M) · LDB 2025 LLC (1, $256.0M) · Kelly Martin (1, $422K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-14 Kelly Martin Officer 3,000 $422.5K 2026-08-14 Wells Fargo Clearing Services — EDGAR
2026-08-07 BLACK, LEON D Affiliate 2,000,000 $255.98M 2026-08-07 Wells Fargo Securities, LLC — EDGAR
2026-08-07 LDB 2025 LLC Affiliate 2,000,000 $255.98M 2026-08-07 Wells Fargo Securities, LLC — EDGAR
2026-05-27 JOHN P ZITO Officer 48,644 $6.36M 2026-05-27 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-14 MARTIN B KELLY Officer 7,000 $942.5K 2026-05-14 Morgan Stanley Smith Barney LLC … — EDGAR
2025-12-11 HARRIS JOSHUA Affiliate 1,000,000 $149.08M 2025-12-11 Citigroup Global Markets Inc. — EDGAR
2025-12-10 WHITNEY A CHATTERJEE Officer 8,500 $1.24M 2025-12-10 Morgan Stanley Smith Barney LLC … — EDGAR
2025-12-03 LDB C LLC Affiliate 3,000,000 $396.24M 2025-12-03 Wells Fargo Securities, LLC — EDGAR
2025-12-01 MARTIN B KELLY Officer 6,000 $788.4K 2025-12-01 Morgan Stanley Smith Barney LLC … — EDGAR
2025-08-12 MARTIN B KELLY Officer 15,500 $2.25M 2025-08-12 Morgan Stanley Smith Barney LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-15
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-15 0001858681-26-000029 EDGAR
2026-05-06 0001858681-26-000021 EDGAR
2026-05-01 0001858681-26-000018 EDGAR
2026-04-01 0001858681-26-000016 EDGAR
2026-03-30 0001193125-26-131833 EDGAR
2026-03-24 0000950142-26-000810 EDGAR
2026-02-19 0001858681-26-000010 EDGAR
2026-02-09 0001858681-26-000007 EDGAR
2026-01-02 0001858681-26-000004 EDGAR
2025-12-12 0000950142-25-003177 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-25 0001858681-26-000013 EDGAR
2025-02-24 0001858681-25-000034 EDGAR
2024-02-27 0001858681-24-000031 EDGAR
2023-03-01 0001858681-23-000007 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-07 0001858681-26-000026 EDGAR
2025-11-10 0001858681-25-000139 EDGAR
2025-08-07 0001858681-25-000117 EDGAR
2025-05-07 0001858681-25-000049 EDGAR
2024-11-06 0001858681-24-000120 EDGAR
2024-08-08 0001858681-24-000096 EDGAR
2024-05-07 0001858681-24-000048 EDGAR
2023-11-07 0001858681-23-000042 EDGAR
2023-08-07 0001858681-23-000026 EDGAR
2023-05-09 0001858681-23-000017 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio22.0
P/B Ratio3.5
P/S Ratio6.7
EV/EBITDA-3.7
TTM Revenue$10.1B
TTM Net Income$2.1B
TTM EPS$5.52
ROE2.4%
Dividend Yield3.78%
Debt/Equity0.65