Cognex Corp(CGNX)

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

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

CGNX $58.49 —
Snapshot
$58.49
52-Week Range
$34.60 – $72.88
YTD
+58.37%
IV Rank (30D)
10.35
Straddle Price
$5.08
P/C Vol Ratio
0.15
Market Cap
$9.7B
Fair Value
MODEL: SHORT

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 SPY1.16
Cost of Equity (CAPM)11.32% (VRP-adj)
WACC11.16%
Volatility Risk Premium+19.5pp (IV − HV30), ERP adj +50bps
Effective Tax Rate32.3%
Rev. Growth (YoY, DCF input)+5.2%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.05 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.3B
Return on Equity (TTM)10.7%
Book / Price16.7%
Gross Margin (TTM)68.9%
FCF Margin (TTM)24.6%
Debt / Equity0.00
Quality Score4/6 — high quality (12y DCF)
Market-Implied Growth+20.6% (reverse-DCF on current price)
SMA 50$62.31 (Market Anchor value)
SMA 20 / Bollinger Mid$60.79
Bollinger Width / SMA2017.1% (drives anchor stability)
Net Debt$-0.3B
Market Cap$10B
Peers used for multiples: AIT, CAT, DDD, EMR, NVDA, POWL, ROK, TKR
Model Conviction
54%
20-Day Fair Value
≈ by Oct 26, 2026
$60.87
α +4.0% rank 18%
40-Day Fair Value
≈ by Nov 24, 2026
$61.52
α +5.1% rank 18%
60-Day Fair Value
≈ by Dec 23, 2026
$54.64
α -6.6% rank 18%
MethodImplied PriceWeightDetail
DCF $23.83 25%
DDM (Gordon) $5.65 0%
Peer P/E $36.60 7% median 33.5× · 7 peers
Peer EV/EBITDA $43.14 7% median 25.3× · 7 peers
Peer P/B $76.34 7% median 7.9× · 8 peers
Peer P/S $32.55 7% median 4.8× · 8 peers
Market Anchor (SMA50) $62.31 32% stability 65% (BB-width)
Options Expected (B-L 30d) $57.88 14% 11 strikes · skew +0.15
As of 2026-09-25 · updated
Info
Industry (SIC)
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL (3823)
Exchange
XNAS
Market Cap
$9.7B

Cognex Corp provides machine vision products that help automate manufacturing processes. The firm's products include vision software, vision systems, vision sensors, and ID products. Vision software combines vision tools with a customer's cameras and peripheral equipment and can help with several vision tasks, including part location, identification, measurement, and robotic guidance. Vision systems combine a camera, processor, and vision software into a single package. Vision sensors deliver simple, low-cost solutions for common vision applications, such as checking the size of parts. Geograp…

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 -0.52% 23
Feb +3.68% 23
Mar +1.55% 23
Apr +0.01% 23
May +4.10% 23
Jun +0.93% 23
Jul +4.39% 23
Aug -2.15% 23
Sep -0.19% 24
Oct -0.45% 23
Nov +7.53% 23
Dec -1.13% 23
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: $60.57
SMA 50: $62.20
SMA 200: $55.15
Current: $58.52
EMA 12: $59.82
EMA 26: $60.80
MACD: -0.9794 | Signal: -0.2365
BEARISH
ADX (14): 12.25
RANGE
+DI: 20.97
−DI: 31.42

Momentum Oscillators

RSI (14): 42.99
NEUTRAL
Stoch %K: 12.51
Stoch %D: 18.31
Williams %R: -80.32

Volume & Volatility

BB Upper: $63.70
BB Lower: $57.44
NEUTRAL
OBV: 20,076,790
Vol SMA 20: 1,470,948
Vol ROC: -42.86%
ATR: $2.27
True Range: $1.07
HV 20: 40.9%
HV 30: 46.5%
HV 60: 50.4%

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:

  • Technical indicators indicate a range-bound market with a slight bearish bias
  • Recent news headlines highlight the company's growth prospects, but also mention potential challenges in the market

Primary Risks:

  • High volatility could lead to increased price swings and risk of sudden downturns
  • Dependence on the performance of other companies in the industry

Investment Thesis: CGNX is a computer vision company with strong growth prospects. The stock has been consolidating in a range, but there are signs of increasing volatility and potential for a breakout or breakdown.

Recent News Sentiment Impact: The recent news headlines have had a positive impact on the sentiment analysis, highlighting the company's growth potential and industry trends.

Technical Analysis Trend Direction:

  • Short-term: Consolidation (1-4 weeks)
  • Medium-term: Uptrend (1-3 months)
  • Long-term: Uptrend (3-12 months)

Support/Resistance Levels: The stock is currently trading between $62.62 and $68.71, with the 20-day SMA at $63.72 and the 50-day SMA at $64.57.

Momentum Signals:

  • RSI: Neutral (48.13)
  • MACD: Bearish (Histogram: -0.71)
  • Bollinger Bands: Squeeze

Volume Analysis: The stock has seen increasing volume in recent weeks, with a volume rate of change of 23.35%.

News & Sentiment Analysis Recent Headlines Summary: Positive news headlines have dominated the past few months, highlighting the company's growth potential and industry trends.

Sentiment Assessment: Aggregate sentiment: POSITIVE (74.1%)

Catalyst Identification: Upcoming earnings report may provide additional insights into the company's performance and outlook.

Market Narrative: The market narrative is focused on the company's growth prospects and its position in the industry, with a slight bearish bias due to the recent decline.

Risk & Volatility Assessment Beta Interpretation: CGNX has a beta of 1.79, indicating high volatility relative to the market.

Volatility Regime: Current volatility regime: High

Options Market Signals: IV rank: Medium (45.0%) Put/call ratios: Bullish sentiment (0.30)

Downside Protection: Support levels are at $58.73 and $50.91, with a risk management consideration of 10% to 20% stop-loss levels.

Market Context & Positioning Sector Performance: CGNX is outperforming the sector and market in recent months.

Institutional Activity: Increasing volume patterns suggest institutional interest in the stock.

Correlation Analysis: R-squared interpretation: CGNX has a moderate correlation with the market (0.38).

Relative Valuation: The stock is trading within its historical range, but has potential for a breakout or breakdown.

Key Levels & Action Items Critical Price Levels:

  • Support: $58.73
  • Resistance: $68.71

Breakout/Breakdown Levels:

  • Breakout: $70.00 (1-2% above current price)
  • Breakdown: $55.00 (1-2% below current price)

Time-Sensitive Catalysts: Upcoming earnings report (no date available).

Risk Management: Stop-loss levels at 10% to 20% of the current price, with a risk management consideration of 5% to 10%.

This comprehensive analysis highlights the technical and fundamental factors affecting CGNX's stock performance. The recent news headlines have had a positive impact on sentiment, but there are signs of increasing volatility and potential for a breakout or breakdown.

Generated
Earnings History
4 of 8 under expected move
Avg Expected Move
11.99%
Avg Actual Move
12.25%
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
2024-10-30 After-Close 9.80% 4.98% 0.51x Within
2025-02-12 After-Close 9.47% 10.74% 1.13x Exceeded
2025-04-30 After-Close 12.27% 2.31% 0.19x Within
2025-07-30 After-Close 9.77% 20.76% 2.12x Exceeded
2025-10-29 After-Close 12.70% 12.92% 1.02x Exceeded
2026-02-11 After-Close 13.05% 38.04% 2.91x Exceeded
2026-05-06 After-Close 14.38% 6.57% 0.46x Within
2026-08-05 After-Close 14.50% 1.71% 0.12x Within
Options Activity
IV Rank (30D)
10.35
IV Rank (7D)
10.35
Avg IV
57.9%
Straddle (30D)
$5.08
Straddle (7D)
$5.08
P/C Volume
0.15
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)
1.94
Correlation (SPY)
42.6%
R²
0.18
Ann. Volatility
59.2%
SPY Volatility
13.0%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 169,266,250 (as of 2026-07-05)

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.

664 filers189,305,189 shares$12.00B value111.84% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 15,991,755 $1.16B 9.65% 9.45% 2026-06-30
2 VANGUARD PORTFOLIO MANAGEMENT LLC 10,099,866 $731.43M 6.10% 5.97% 2026-06-30
3 VANGUARD GROUP INC Custodian 18,576,640 $668.39M 5.57% 10.97% 2025-12-31
4 VANGUARD CAPITAL MANAGEMENT LLC 7,509,391 $543.83M 4.53% 4.44% 2026-06-30
5 Pictet Asset Management Holding SA 5,829,878 $422.01M 3.52% 3.44% 2026-06-30
6 NORDEA INVESTMENT MANAGEMENT AB 5,820,165 $407.35M 3.39% 3.44% 2026-06-30
7 STATE STREET CORP (STT, STT-PG) 5,419,280 $392.46M 3.27% 3.20% 2026-06-30
8 GEODE CAPITAL MANAGEMENT, LLC Custodian 4,918,798 $356.28M 2.97% 2.91% 2026-06-30
9 DISCIPLINED GROWTH INVESTORS INC /MN 4,139,715 $299.80M 2.50% 2.45% 2026-06-30
10 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2,979,759 $215.79M 1.80% 1.76% 2026-06-30
11 Point72 Asset Management, L.P. 2,532,073 $183.37M 1.53% 1.50% 2026-06-30
12 DIMENSIONAL FUND ADVISORS LP Custodian 2,378,052 $172.19M 1.43% 1.40% 2026-06-30
13 LAZARD ASSET MANAGEMENT LLC 2,297,887 $166.41M 1.39% 1.36% 2026-06-30
14 Jupiter Topco LLC 2,228,089 $161.43M 1.35% 1.32% 2026-06-30
15 Sumitomo Mitsui Trust Group, Inc. 2,215,361 $160.44M 1.34% 1.31% 2026-06-30
16 Chevy Chase Trust Holdings, LLC 2,046,839 $148.23M 1.24% 1.21% 2026-06-30
17 AMERICAN CENTURY COMPANIES INC 2,039,619 $147.71M 1.23% 1.21% 2026-06-30
18 MORGAN STANLEY Custodian 1,969,946 $142.66M 1.19% 1.16% 2026-06-30
19 Artisan Partners Limited Partnership 1,931,590 $139.89M 1.17% 1.14% 2026-06-30
20 NORGES BANK 1,925,511 $139.45M 1.16% 1.14% 2026-06-30
21 JANUS HENDERSON GROUP PLC 2,660,411 $130.32M 1.09% 1.57% 2026-03-31
22 Bank of New York Mellon Corp Custodian 1,786,081 $129.35M 1.08% 1.06% 2026-06-30
23 FULLER & THALER ASSET MANAGEMENT, INC. 1,747,614 $126.56M 1.05% 1.03% 2026-06-30
24 Quantinno Capital Management LP 1,651,415 $119.60M 1.00% 0.98% 2026-06-30
25 NORTHERN TRUST CORP Custodian 1,586,657 $114.91M 0.96% 0.94% 2026-06-30
17 filers$50.55M notional
# Filer Notional Value % of Total Period
1 PEAK6 LLC $10.35M 20.47% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $9.26M 18.31% 2026-06-30
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $6.60M 13.07% 2026-06-30
4 GROUP ONE TRADING LLC Custodian $5.05M 10.00% 2026-06-30
5 JANE STREET GROUP, LLC Custodian $3.76M 7.44% 2026-06-30
6 BNP PARIBAS FINANCIAL MARKETS Custodian $3.62M 7.16% 2026-06-30
7 WOLVERINE TRADING, LLC Custodian $2.22M 4.40% 2025-09-30
8 Walleye Capital LLC $1.98M 3.93% 2026-06-30
9 SIMPLEX TRADING, LLC Custodian $1.54M 3.05% 2026-06-30
10 Walleye Trading LLC $1.46M 2.89% 2026-06-30
11 Twin Tree Management, LP $1.46M 2.88% 2026-06-30
12 IMC-Chicago, LLC Custodian $1.26M 2.49% 2026-06-30
13 Point72 Asset Management, L.P. $622.81K 1.23% 2026-06-30
14 Squarepoint Ops LLC $514.18K 1.02% 2026-06-30
15 SYMMETRY PEAK MANAGEMENT LLC $362.10K 0.72% 2026-06-30
16 Limestone Investment Advisors LP $260.71K 0.52% 2026-06-30
17 WELLS FARGO & COMPANY/MN Custodian $215.56K 0.43% 2026-03-31
18 filers$26.35M notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $9.73M 36.94% 2026-06-30
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $4.61M 17.51% 2026-06-30
3 CITADEL ADVISORS LLC Custodian $3.58M 13.58% 2026-06-30
4 PEAK6 LLC $2.51M 9.51% 2026-06-30
5 Twin Tree Management, LP $1.01M 3.85% 2026-06-30
6 Walleye Capital LLC $796.62K 3.02% 2026-06-30
7 WELLS FARGO & COMPANY/MN Custodian $578.08K 2.19% 2026-03-31
8 IMC-Chicago, LLC Custodian $550.39K 2.09% 2026-06-30
9 GROUP ONE TRADING LLC Custodian $543.15K 2.06% 2026-06-30
10 WOLVERINE TRADING, LLC Custodian $469.17K 1.78% 2025-09-30
11 CSS LLC/IL $434.52K 1.65% 2026-06-30
12 MILLENNIUM MANAGEMENT LLC Custodian $383.83K 1.46% 2026-06-30
13 Squarepoint Ops LLC $238.99K 0.91% 2026-06-30
14 SIMPLEX TRADING, LLC Custodian $202.78K 0.77% 2026-06-30
15 Point72 Asset Management, L.P. $188.29K 0.71% 2026-06-30
16 Limestone Investment Advisors LP $181.05K 0.69% 2026-06-30
17 Walleye Trading LLC $173.81K 0.66% 2026-06-30
18 RAYMOND JAMES FINANCIAL INC Custodian $165.00K 0.63% 2026-06-30
Insider Activity
Latest: 2026-08-12
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
2026-08-12 Matthew Moschner CEO & President Mixed −8,362 $56.70 -$838.8K EDGAR
2026-08-11 Darren Marc Long Vice President Mixed +1,766 $66.89 -$49.1K EDGAR
2026-08-11 Matthew Moschner CEO & President Mixed +2,781 $66.89 -$148.4K EDGAR
2026-05-28 Darren Marc Long Vice President Mixed −1,579 $59.45 -$372.7K EDGAR
2026-05-12 LAURA ANN MACDONALD VP and PAO Mixed −2,212 $57.71 -$2.57M EDGAR
2026-05-12 Mark Fennell Chief Legal Officer &Secretary Mixed −4,863 $56.62 -$1.63M EDGAR
2026-05-08 Dennis Fehr SVP, Chief Financial Officer Mixed +3,410 $62.26 -$123.5K EDGAR
2026-03-16 LAURA ANN MACDONALD VP and PAO Mixed +259 $47.98 -$5.2K EDGAR
2026-03-03 DIANNE M PARROTTE Director Mixed — $52.08 -$168.8K EDGAR
2026-02-24 Sheila Marie DiPalma EVP, Employee Services Mixed +6,426 $56.03 -$149.7K EDGAR
2026-02-24 LAURA ANN MACDONALD VP and PAO Mixed +3,288 $56.03 -$76.6K EDGAR
2026-02-24 Carl Gerst EVP, Global Sales and Products Mixed −3,804 $55.97 -$1.09M EDGAR
2026-02-24 Joerg Kuechen Head of Corporate M&A Mixed +3,303 $47.62 -$1.53M EDGAR
2026-02-24 Matthew Moschner CEO & President Mixed +4,618 $56.03 -$107.5K EDGAR
2026-02-24 ANTHONY SUN Director Exer (M) +2,913 — 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
26 insiders · @ $58.52
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 ROBERT J SHILLMAN CHAIRMAN OF THE BOARD 5,840,800 $341.83M -$31.92M 19 2020-02-21
2 ANTHONY SUN Director 387,693 $22.69M -$15.29M 45 2026-02-24
3 RICHARD MORIN Sr. VP F&A, CFO 49,996 $2.93M -$15.63M 40 2016-12-09
4 Joerg Kuechen Head of Corporate M&A 38,371 $2.25M -$4.06M 13 2026-02-24
5 THEODOR KRANTZ Director 36,354 $2.13M -$12.53M 31 2023-02-23
6 DIANNE M PARROTTE Director 33,431 $1.96M -$7.02M 27 2026-03-03
7 Paul Todgham SVP, CFO 30,140 $1.76M -$249.0K 13 2024-02-23
8 Sachin Lawande Director 28,431 $1.66M $0 12 2026-02-24
9 EUGENE G BANUCCI Director 27,600 $1.62M -$3.51M 11 2021-03-03
10 Marjorie Sennett Director 25,936 $1.52M $0 12 2026-02-24
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: 2026-08-11
Last 30d: 0 filings  ·  Last 90d: 3 filings · $14.5M 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: Willett Robert (2, $12.9M) · MATTHEW MOSCHNER (1, $1.6M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-11 MATTHEW MOSCHNER Director, Officer 24,962 $1.61M 2026-08-11 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-30 Willett Robert Former Director 172,667 $12.32M 2026-06-30 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-06-29 Willett Robert Former Director 8,576 $596.1K 2026-06-29 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-27 DARREN LONG Officer 20,252 $1.34M 2026-05-27 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-13 144/A MACDONALD LAURA ANN Officer 2,212 $147.8K 2026-05-11 Robert W Baird & Co — EDGAR
2026-05-12 MACDONALD LAURA ANN Officer 41,600 $2.73M 2026-05-12 Robert W Baird & Co — EDGAR
2026-05-11 MARK FENNELL Officer 64,873 $4.35M 2026-05-11 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-11 MACDONALD LAURA ANN Officer 2,212 $147.8K 2026-05-11 Robert W Baird & Co 10b5-1 EDGAR
2026-05-07 Willett Robert Former Director 423,478 $28.83M 2026-05-07 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-06 Willett Robert Former Director 53,726 $3.31M 2026-05-06 Fidelity Brokerage Services LLC 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.
Recent SEC Filings
Latest: 2026-05-07
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-06 0000851205-26-000037 EDGAR
2026-04-30 0000851205-26-000028 EDGAR
2026-02-17 0000851205-26-000018 EDGAR
2026-02-11 0000851205-26-000009 EDGAR
2025-11-03 0000851205-25-000067 EDGAR
2025-10-29 0000851205-25-000061 EDGAR
2025-07-30 0000851205-25-000050 EDGAR
2025-05-01 0000851205-25-000033 EDGAR
2025-04-30 0000851205-25-000028 EDGAR
2025-02-20 0001193125-25-030714 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-12 0000851205-26-000012 EDGAR
2025-02-13 0000851205-25-000012 EDGAR
2024-02-15 0000851205-24-000027 EDGAR
2023-02-16 0000851205-23-000004 EDGAR
2022-02-17 0000851205-22-000008 EDGAR
2021-02-11 0000851205-21-000005 EDGAR
2020-02-13 0000851205-20-000002 EDGAR
2019-02-14 0000851205-19-000003 EDGAR
2018-02-15 0000851205-18-000004 EDGAR
2017-02-16 0000851205-17-000003 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 0000851205-26-000040 EDGAR
2025-10-30 0000851205-25-000064 EDGAR
2025-07-31 0000851205-25-000052 EDGAR
2025-05-01 0000851205-25-000031 EDGAR
2024-10-31 0000851205-24-000079 EDGAR
2024-08-01 0000851205-24-000071 EDGAR
2024-05-02 0000851205-24-000051 EDGAR
2023-10-31 0000851205-23-000020 EDGAR
2023-08-03 0000851205-23-000015 EDGAR
2023-05-04 0000851205-23-000008 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 Ratio56.2
P/B Ratio6.0
P/S Ratio9.0
EV/EBITDA36.1
TTM Revenue$1.1B
TTM Net Income$0.2B
TTM EPS$1.04
ROE10.7%
Dividend Yield0.57%