Blend Labs, Inc.(BLND)

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

BLND iron condor setups BLND expected move BLND IV rank history BLND Fibonacci levels BLND 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.

BLND $1.54 —
Snapshot
$1.54
52-Week Range
$1.18 – $4.49
YTD
-49.01%
IV Rank (30D)
20.19
Straddle Price
$1.50
P/C Vol Ratio
3.43
Market Cap
$0.4B
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)4.79%
Beta vs SPY1.00
Cost of Equity (CAPM)10.29% (VRP-adj)
WACC10.21%
Volatility Risk Premium+74.0pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)-2.2%
DCF Horizon5 years explicit + fade
Free Cash Flow (TTM)$0.0B
Return on Equity (TTM)-20.4%
Book / Price-14.2%
Gross Margin (TTM)74.9%
FCF Margin (TTM)5.9%
Quality Score1/6 — cyclical/struggling (5y DCF)
SMA 50$1.67 (Market Anchor value)
SMA 20 / Bollinger Mid$1.50
Bollinger Width / SMA20841.0% (drives anchor stability)
Net Debt$-0.0B
Market Cap$0B
Peers used for multiples: LI (filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$0.46
Deviation
-50.0%
MethodImplied PriceWeightDetail
DCF $0.46 100%
DDM (Gordon) n/a 0%
Peer P/E n/a 0%
Peer EV/EBITDA n/a 0%
Peer P/B n/a 0%
Peer P/S n/a 0%
Market Anchor (SMA50) $1.67 0% stability 0% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-09-04 · updated
Info
Industry (SIC)
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC. (7370)
Exchange
XNYS
Market Cap
$0.4B

Blend Labs Inc is a cloud-based platform software platform that powers the digital interface between financial services firms and consumers. It supports and simplifies applications for mortgages, consumer loans, and deposit accounts. Its operating segment is Blend Platform segment which comprises a suite of products that power the entire origination process from back-end workflows to consumer experience. The key revenue for the company is generated from the Blend Platform segment. Company has it's assets in united states, India and Mexico regions.

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 -1.97% 5
Feb -14.38% 5
Mar -9.93% 5
Apr -15.50% 5
May +15.67% 5
Jun -14.50% 5
Jul +7.74% 6
Aug +6.47% 6
Sep -1.82% 6
Oct -0.70% 5
Nov -4.65% 5
Dec +13.52% 5
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: $1.50
SMA 50: $1.67
SMA 200: $2.00
Current: $1.54
EMA 12: $1.53
EMA 26: $1.57
MACD: -0.0413 | Signal: 0.0110
BEARISH
ADX (14): 14.96
RANGE
+DI: 18.46
−DI: 18.04

Momentum Oscillators

RSI (14): 47.02
NEUTRAL
Stoch %K: 55.98
Stoch %D: 63.48
Williams %R: -35.29

Volume & Volatility

BB Upper: $1.58
BB Lower: $1.42
NEUTRAL
OBV: -45,533,843
Vol SMA 20: 2,352,577
Vol ROC: 25.08%
ATR: $0.10
True Range: $0.11
HV 20: 60.4%
HV 30: 78.7%
HV 60: 71.5%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-09T00:00:00 – 2026-09-04T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary Overall assessment: NEUTRAL with confidence level (6/10) Key drivers and primary risks: * Technical indicators suggest a range-bound market, with some bullish momentum signals * News sentiment is neutral, with no significant recent headlines impacting the stock price * Risk metrics indicate high volatility, which may impact trading decisions

Investment thesis: The stock has been trading in a range for several months, and recent news headlines have not had a significant impact. The options market is pricing in a moderate move, but there are no clear catalysts driving the stock's direction.

Recent news sentiment impact: Neutral news headlines over the past 10 articles have not significantly impacted the stock price.

Technical Analysis Trend Direction: * Short-term (1-4 weeks): Range-bound * Medium-term (1-3 months): Uptrend * Long-term (3-12 months): Uptrend

Support/Resistance Levels: * SMA 20: $1.50 * Upper Bollinger Band: $1.58 * Lower Bollinger Band: $1.42

Momentum Signals: * RSI interpretation: Neutral (47.02) * MACD signal: Bearish * Bollinger Bands position: Neutral

Volume Analysis: * Volume SMA 20: 2352577.90 * On-Balance Volume (OBV): -45533843.80 * Volume Rate of Change: 25.08%

News & Sentiment Analysis Recent Headlines Summary: Neutral news headlines over the past 10 articles have not significantly impacted the stock price.

Sentiment Assessment: Aggregate news sentiment is neutral, with no significant recent headlines driving the stock's direction.

Catalyst Identification: No clear catalysts driving the stock's direction.

Market Narrative: The market narrative is neutral, with no significant recent events or announcements impacting the stock price.

Risk & Volatility Assessment Beta Interpretation: High risk relative to the market (beta = 1.50).

Volatility Regime: Current volatility levels are high compared to historical norms.

Options Market Signals: * IV rank: Low (20.2%) * Put/call ratio: Bearish (3.43) * Unusual activity: None

Downside Protection: Support levels and risk management considerations suggest a potential stop-loss level at $1.42.

Market Context & Positioning Sector Performance: The stock is trading in line with its sector and the broader market.

Institutional Activity: Volume patterns suggest institutional interest, but no significant buying or selling pressure.

Correlation Analysis: The stock has a moderate correlation (0.28) with the S&P 500.

Relative Valuation: The stock is positioned within a trading range, with no clear overbought or oversold conditions.

Key Levels & Action Items Critical Price Levels: * SMA 20: $1.50 * Upper Bollinger Band: $1.58 * Lower Bollinger Band: $1.42

Breakout/Breakdown Levels: * Short-term: None * Medium-term: None

Time-Sensitive Catalysts: * Earnings date: Not available

Risk Management: * Stop-loss level: $1.42 * Position sizing considerations: Conservative approach recommended due to high volatility.

Conclusion The stock is trading in a range-bound market, with some bullish momentum signals and neutral news sentiment. The options market is pricing in a moderate move, but there are no clear catalysts driving the stock's direction. High risk relative to the market (beta = 1.50) and current high volatility levels warrant caution. A conservative approach to trading is recommended, with stop-loss levels set at $1.42 and position sizing considerations taken into account.

Generated
News
Earnings History
7 of 8 under expected move
Avg Expected Move
67.56%
Avg Actual Move
12.54%
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
2024-11-06 Pre-Market 18.42% 4.21% 0.23x Within
2025-02-27 After-Close 23.36% 10.83% 0.46x Within
2025-05-08 After-Close 15.24% 7.47% 0.49x Within
2025-08-07 After-Close 20.31% 20.73% 1.02x Exceeded
2025-11-06 After-Close 19.23% 6.69% 0.35x Within
2026-03-10 After-Close 21.74% 11.49% 0.53x Within
2026-05-07 After-Close 38.58% 12.96% 0.34x Within
2026-08-06 After-Close 383.58% 25.98% 0.07x Within
Options Activity
IV Rank (30D)
20.19
IV Rank (7D)
43.73
Avg IV
165.1%
Straddle (30D)
$1.50
Straddle (7D)
$1.43
P/C Volume
3.43
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)
1.50
Correlation (SPY)
28.0%
R²
0.08
Ann. Volatility
68.8%
SPY Volatility
12.8%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 260,627,250 (as of 2026-03-31)

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.

192 filers170,289,293 shares$314.73M value65.34% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 17,868,179 $54.32M 17.26% 6.86% 2025-12-31
2 Haveli Investment Management LLC 18,693,667 $31.97M 10.16% 7.17% 2026-06-30
3 BlackRock, Inc. Custodian 15,579,341 $26.64M 8.46% 5.98% 2026-06-30
4 CYPRESS POINT INVESTMENT MANAGEMENT LP 14,297,425 $24.45M 7.77% 5.49% 2026-06-30
5 Capricorn Fund Managers Ltd 11,314,649 $19.35M 6.15% 4.34% 2026-06-30
6 VANGUARD CAPITAL MANAGEMENT LLC 8,486,286 $14.51M 4.61% 3.26% 2026-06-30
7 Whitebark Investors LP 6,343,497 $10.85M 3.45% 2.43% 2026-06-30
8 VANGUARD PORTFOLIO MANAGEMENT LLC 6,216,044 $10.63M 3.38% 2.38% 2026-06-30
9 STATE STREET CORP 6,174,857 $10.56M 3.35% 2.37% 2026-06-30
10 GEODE CAPITAL MANAGEMENT, LLC Custodian 5,080,868 $8.69M 2.76% 1.95% 2026-06-30
11 CITADEL ADVISORS LLC Custodian 5,062,868 $8.66M 2.75% 1.94% 2026-06-30
12 8VC Opportunities GP II, LLC 4,975,791 $8.51M 2.70% 1.91% 2026-06-30
13 MARSHALL WACE, LLP Custodian 4,779,108 $8.17M 2.60% 1.83% 2026-06-30
14 EMERGENCE GP PARTNERS, LLC 4,244,379 $7.26M 2.31% 1.63% 2026-06-30
15 MILLENNIUM MANAGEMENT LLC Custodian 3,489,742 $5.97M 1.90% 1.34% 2026-06-30
16 JACOBS LEVY EQUITY MANAGEMENT, INC 2,518,765 $4.31M 1.37% 0.97% 2026-06-30
17 Irenic Capital Management LP 2,284,101 $3.91M 1.24% 0.88% 2026-06-30
18 GOLDMAN SACHS GROUP INC Custodian 2,136,709 $3.65M 1.16% 0.82% 2026-06-30
19 JANE STREET GROUP, LLC Custodian 1,814,374 $3.10M 0.99% 0.70% 2026-06-30
20 NORTHERN TRUST CORP Custodian 1,735,616 $2.97M 0.94% 0.67% 2026-06-30
21 RICE HALL JAMES & ASSOCIATES, LLC 1,560,021 $2.67M 0.85% 0.60% 2026-06-30
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,548,935 $2.65M 0.84% 0.59% 2026-06-30
23 VANGUARD FIDUCIARY TRUST CO 1,467,582 $2.51M 0.80% 0.56% 2026-06-30
24 D. E. Shaw & Co., Inc. Custodian 1,426,216 $2.44M 0.77% 0.55% 2026-06-30
25 TUDOR INVESTMENT CORP ET AL 1,381,617 $2.36M 0.75% 0.53% 2026-06-30
8 filers$972.88K notional
# Filer Notional Value % of Total Period
1 Militia Capital Management LLC $513.00K 52.73% 2026-06-30
2 WOLVERINE TRADING, LLC Custodian $268.88K 27.64% 2025-09-30
3 CITADEL ADVISORS LLC Custodian $57.97K 5.96% 2026-06-30
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $50.10K 5.15% 2026-06-30
5 SIMPLEX TRADING, LLC Custodian $30.78K 3.16% 2026-06-30
6 JANE STREET GROUP, LLC Custodian $20.86K 2.14% 2026-06-30
7 IMC-Chicago, LLC Custodian $20.18K 2.07% 2026-06-30
8 GROUP ONE TRADING LLC Custodian $11.12K 1.14% 2026-06-30
4 filers$278.58K notional
# Filer Notional Value % of Total Period
1 WOLVERINE TRADING, LLC Custodian $144.00K 51.69% 2025-09-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $84.13K 30.20% 2026-06-30
3 IMC-Chicago, LLC Custodian $49.76K 17.86% 2026-06-30
4 SIMPLEX TRADING, LLC Custodian $684 0.25% 2026-06-30
Insider Activity
Latest: 2026-08-24
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
2026-08-24 Srinivasan Venkatramani Head of Product Tech & Cust Op Mixed +51,878 $1.50 -$44.1K EDGAR
2026-08-24 Oxana Tkach PRINCIPAL ACCOUNTING OFFICER Mixed +26,833 $1.50 -$16.0K EDGAR
2026-08-24 Jason Ream Head of Finance and Admin. Mixed +416,074 $1.50 -$200.9K EDGAR
2026-08-24 Nima Ghamsari HEAD OF BLEND Mixed +372,528 $1.50 -$362.6K EDGAR
2026-08-24 Winnie Ling HEAD OF LEGAL AND PEOPLE Mixed +45,029 $1.50 -$38.1K EDGAR
2026-08-24 Matthew Christopher Thomson Head of Revenue Mixed +75,650 $1.50 -$36.5K EDGAR
2026-08-19 Oxana Tkach PRINCIPAL ACCOUNTING OFFICER Sell (S) −21,209 $1.45 -$30.7K EDGAR
2026-08-19 BRIAN NIRANJAN SHETH Director Buy (P) +121,779 $1.44 $175.8K EDGAR
2026-08-07 Matthew Christopher Thomson Head of Revenue Sell (S) −15,041 $2.00 -$30.1K EDGAR
2026-08-07 Matthew Christopher Thomson Head of Revenue Sell (S) −15,041 $2.00 -$30.1K EDGAR
2026-06-22 Timothy J Mayopoulos Director Grant (A) +50,000 RSU — EDGAR
2026-06-22 Eric H. Woersching Director Grant (A) +50,000 RSU — EDGAR
2026-06-22 Erin N Lantz Director Grant (A) +50,000 RSU — EDGAR
2026-06-22 Bryan Edmund Sullivan Director Grant (A) +50,000 RSU — EDGAR
2026-06-22 Gerald C. Chen Director Grant (A) +50,000 RSU — 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
30 insiders · @ $1.54
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 Haveli Investments, L.P. Director 18,043,657 $27.79M $88.94M 3 2026-06-15
2 Whanau Interests LLC Director 17,536,729 $27.01M $71.90M 3 2026-06-10
3 Haveli Software Management LLC Director 15,903,783 $24.49M $10.78M 1 2026-05-27
4 Haveli Brooks Aggregator, L.P. Director 15,105,560 $23.26M $23.35M 4 2026-05-21
5 Haveli Investment Management LLC Director 13,800,508 $21.25M $45.72M 3 2026-05-18
6 Hotham Investments Pte. Ltd. 10%+ Owner 11,875,773 $18.29M $0 1 2021-07-22
7 Nima Ghamsari HEAD OF BLEND 7,889,101 $12.15M -$8.27M 40 2026-08-24
8 Haveli Investments Software Fund I GP, LLC Director 4,378,029 $6.74M $70.57M 2 2025-11-12
9 Ravi Mhatre 10%+ Owner 2,344,408 $3.61M $0 1 2021-12-08
10 Peter Nieh 10%+ Owner 2,261,500 $3.48M $0 1 2021-07-22
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: 2026-08-17
Last 30d: 1 filing · $31K notice value  ·  Last 90d: 2 filings · $61K notice value · 2 unique filers · 100% under 10b5-1 plans

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: Tkach Oxana (1, $31K) · Thomson Matthew Christopher (1, $30K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-17 Tkach Oxana Officer 21,209 $30.7K 2026-08-17 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-08-05 Thomson Matthew Christopher Officer 15,041 $30.1K 2026-08-05 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-05-22 Tkach Oxana Officer 5,625 $8.8K 2026-05-22 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-02-24 Tkach Oxana Officer 5,625 $9.0K 2026-02-24 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-01-15 Kneafsey Brian Officer 100,000 $305.7K 2026-01-15 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-01-07 Tkach Oxana Officer 2,500 $7.7K 2026-01-07 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2025-12-15 Kneafsey Brian Officer 25,000 $76.5K 2025-12-15 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2025-11-17 Kneafsey Brian Officer 25,000 $74.7K 2025-11-17 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2025-10-20 Ling Winnie Officer 4,000 $14.0K 2025-10-20 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2025-10-15 Kneafsey Brian Officer 25,000 $83.5K 2025-10-15 Charles Schwab & Co., Inc. 10b5-1 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.
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/B Ratio3.8
P/S Ratio2.8
EV/EBITDA-35.9
TTM Revenue$0.1B
TTM Net Income$-0.0B
TTM EPS$-0.1
ROE-20.4%