GlobeNewswire Inc.T3·13d ago
CLOV Clover Health Investments, Corp
XNAS
4.71
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels 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.
CLOV
$4.71
—
Key stats
$4.71
- 52-Week Range
- $1.58 – $5.59
- YTD
- +95.64%
- IV Rank (30D)
- 54.46
- Straddle Price
- $0.75
- P/C Vol Ratio
- 0.21
- Market Cap
- $2.5B
- Open
- $4.77
- Day Range
- $4.64 – $4.80
- Volume
- 2,651,705
- Prev Close
- $4.78
Fair Value
MODEL: LONG
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) | 5.15% |
| Beta vs SPY | 1.45 |
| Cost of Equity (CAPM) | 13.15% (VRP-adj) |
| WACC | 13.14% |
| Volatility Risk Premium | +76.9pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.1B |
| Return on Equity (TTM) | -4.9% |
| Book / Price | 13.7% |
| Gross Margin (TTM) | 35.5% |
| FCF Margin (TTM) | 3.4% |
| Debt / Equity | 0.00 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +24.7% (reverse-DCF on current price) |
| SMA 50 | $4.47 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $4.57 |
| Bollinger Width / SMA20 | 356.8% (drives anchor stability) |
| Net Debt | $-0.2B |
| Market Cap | $2B |
Peers used for multiples: AGL, DXCM, GEHC, HIMS, OSCR, PRVA, RMD, UNH
60-Day Conviction
70%
20-Day Fair Value
≈ by Nov 20, 2026
$4.78
α +0.9%
rank 61%
conviction
57%
40-Day Fair Value
≈ by Dec 21, 2026
$4.81
α +1.5%
rank 68%
conviction
48%
60-Day Fair Value
≈ by Jan 19, 2027
$4.84
α +2.2%
rank 68%
conviction
70%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $6.18 | 26% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 24.7× · 6 peers |
| Peer EV/EBITDA | n/a | 0% | median 14.8× · 6 peers |
| Peer P/B | $3.38 | 10% | median 5.2× · 8 peers |
| Peer P/S | $6.43 | 10% | median 1.4× · 8 peers |
| Market Anchor (SMA50) | $4.47 | 32% | stability 62% (BB-width) |
| Options Expected (B-L 30d) | $4.75 | 21% | 16 strikes · skew +0.09 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- HOSPITAL & MEDICAL SERVICE PLANS (6324) · industry map
- Exchange
- XNAS
- Market Cap
- $2.5B
- Employees
- 724
- List Date
- 2021-01-08
- CIK
- 0001801170
- Next Earnings
- 2026-11-04 (After-Close)
- EPS Forecast
- ($0.01) (1 est.)
- Headquarters
- Jersey City, NJ
- Homepage
- https://www.cloverhealth.com
Clover Health Investments Corp is a healthcare technology company. It focuses on empowering Medicare physicians to proactively manage chronic diseases through its proprietary software platform, Clover Assistant. This cloud-based solution provides personalized insights to physicians, enabling early detection and management of chronic conditions. It operates in one segment: Insurance, through which it offers PPO and HMO plans to Medicare Advantage members in several states.
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
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -12.26% | -36.30% | 39.76% | -0.17% | 40.26% | -7.05% | 4.04% |
| Feb | -31.93% | -2.51% | -1.49% | -13.61% | -7.89% | -5.00% | -10.40% |
| Mar | -27.10% | 31.00% | -24.88% | -8.23% | -1.37% | -13.73% | -7.39% |
| Apr | 33.47% | -23.80% | -13.04% | -18.15% | -5.29% | 61.76% | 5.82% |
| May | -17.76% | -5.32% | 8.60% | 71.13% | -5.42% | 46.86% | 16.35% |
| Jun | 72.32% | -12.30% | 5.80% | 5.13% | -11.99% | 33.67% | 15.44% |
| Jul | -34.55% | 24.44% | 43.09% | 59.17% | 5.09% | -22.56% | 12.45% |
| Aug | 5.28% | -10.62% | 0.77% | 46.11% | -5.76% | -4.16% | 5.27% |
| Sep | -12.75% | -32.00% | -18.80% | 12.80% | 13.75% | 0.23% | -6.13% |
| Oct | 0.40% | -10.23% | -11.73% | 48.20% | 34.73% | 11.94%* | 12.22% |
| Nov | -36.57% | -17.61% | 1.12% | -17.14% | -32.34% | -- | -20.51% |
| Dec | -16.78% | -30.11% | 0.22% | -8.16% | -6.00% | -- | -12.17% |
| Total | -73.76% | -79.88% | 8.23% | 244.80% | -3.03% | 101.44% | 32.97% |
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: $4.58
SMA 50: $4.47
SMA 200: $3.48
Current: $4.71
EMA 12: $4.66
EMA 26: $4.60
MACD: 0.0628 | Signal: 0.0067
BULLISH
ADX (14): 21.34
WEAK TREND
+DI: 30.34
−DI: 20.02
Momentum Oscillators
RSI (14): 54.42
NEUTRAL
Stoch %K: 54.89
Stoch %D: 48.90
Williams %R: -54.40
Volume & Volatility
BB Upper: $4.95
BB Lower: $4.20
NEUTRAL
OBV: -113,288,781
Vol SMA 20: 4,176,298
Vol ROC: -56.14%
ATR: $0.23
True Range: $0.16
HV 20: 49.5%
HV 30: 53.6%
HV 60: 56.0%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
Click Frenzy-Pro™ for an AI analysis of this ticker.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
All CLOV news →
GlobeNewswire Inc.T3·13d ago
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GlobeNewswire Inc.T3·27d ago
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Showing 1–10 of 50
Page 1 of 5
Earnings History
18 of 21 under expected move
Avg Expected Move
19.76%
Avg Actual Move
9.09%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-03-01 | After-Close | 22.66% | 12.83% | 0.57x | Within |
| 2021-05-17 | After-Close | 15.84% | 2.20% | 0.14x | Within |
| 2021-08-13 | After-Close | 11.44% | 3.28% | 0.29x | Within |
| 2021-11-08 | After-Close | 15.69% | 6.23% | 0.40x | Within |
| 2022-02-23 | After-Close | 24.88% | 21.89% | 0.88x | Within |
| 2022-05-09 | After-Close | 22.41% | 1.66% | 0.07x | Within |
| 2022-11-07 | After-Close | 23.53% | 5.15% | 0.22x | Within |
| 2023-02-28 | After-Close | 15.91% | 14.77% | 0.93x | Within |
| 2023-05-09 | After-Close | 21.51% | 1.34% | 0.06x | Within |
| 2023-08-08 | After-Close | 29.32% | 4.51% | 0.15x | Within |
| 2023-11-06 | After-Close | 19.47% | 18.19% | 0.93x | Within |
| 2024-03-12 | After-Close | 40.39% | 4.99% | 0.12x | Within |
| 2024-05-07 | After-Close | 36.49% | 17.65% | 0.48x | Within |
| 2024-08-05 | After-Close | 21.01% | 2.66% | 0.13x | Within |
| 2024-11-06 | After-Close | 16.09% | 15.63% | 0.97x | Within |
| 2025-02-27 | After-Close | 12.08% | 4.11% | 0.34x | Within |
| 2025-05-06 | After-Close | 12.39% | 12.54% | 1.01x | Exceeded |
| 2025-08-05 | After-Close | 16.84% | 20.70% | 1.23x | Exceeded |
| 2026-02-26 | After-Close | 13.26% | 2.79% | 0.21x | Within |
| 2026-05-06 | After-Close | 14.18% | 5.22% | 0.37x | Within |
| 2026-08-05 | After-Close | 9.54% | 12.56% | 1.32x | Exceeded |
Earnings calendar: this week’s reports with expected vs actual moves →
CLOV Options Activity & IV Rank
CLOV IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 71.7%
7-DTE IV: 51.7%
Expected Move: $0.75
7-DTE Move: $0.36
Days to Exp: 29 (2026-11-20)
Options Flow
Call Volume: 1,505
Put Volume: 322
P/C Volume: 0.214
BULLISH
Call OI: 36,783
Put OI: 11,509
P/C OI: 0.313
Total OI: 48,292
ATM Options Pricing
ATM Call: $0.49
ATM Put: $0.26
Call %: 10.4%
Put %: 5.5%
Chain Summary
Chain Volume: 13,669
Chain OI: 321,722
Last Updated: 10/22/2026
Spread Scanner GPU
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.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 25th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
25%
vs own history
GEX tilt
-0.06
OI-weighted, today
Vanna tilt
+0.56
δ-sensitivity to IV
Charm tilt
-0.68
δ-decay vs time
Vanna tilt +0.56: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.68: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 50 ATM contracts, 105k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow 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 sideWhich 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 72.2% / Wing —
30 DTE / 10d
91%
+18.2
pts
EXTREME
ATM 69.6% / Wing 87.8%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
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)5.5LowOct 22
IV Rank (30 DTE)54.5MediumOct 22
Straddle Price (30 DTE)$0.75Oct 22
Beta Analysis
Risk Metrics
Beta: 1.2221
Alpha: 46.31%
Correlation: 0.2403
R-Squared: 5.8%
Stock Volatility: 64.9%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own CLOV
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $14.7M | #858 of 3138 | -17.5% | 13F | |
| Citadel Hedge fund Ken Griffin | $11.3M | #1494 of 6285 | +15.2% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $5.8M | #1957 of 3716 | -4.8% | 13F | |
| Point72 Hedge fund Steve Cohen | $5.6M | #947 of 1945 | +112.7% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
CLOV Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 516,563,831 (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.
12 filers$66.43M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $37.76M | 56.84% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $5.37M | 8.09% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $4.38M | 6.59% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $3.34M | 5.03% | 2026-06-30 |
| 5 | Wolverine Trading, LLC Custodian | $3.10M | 4.66% | 2025-09-30 |
| 6 | Simplex Trading, LLC Custodian | $3.09M | 4.66% | 2026-06-30 |
| 7 | GROUP ONE TRADING LLC Custodian | $2.90M | 4.37% | 2026-06-30 |
| 8 | TUDOR INVESTMENT CORP ET AL | $2.81M | 4.23% | 2026-06-30 |
| 9 | PEAK6 LLC | $1.95M | 2.94% | 2026-06-30 |
| 10 | Caption Management, LLC | $876.13K | 1.32% | 2026-06-30 |
| 11 | Walleye Capital LLC | $646.62K | 0.97% | 2026-06-30 |
| 12 | Walleye Trading LLC | $203.31K | 0.31% | 2026-06-30 |
9 filers$24.18M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $9.46M | 39.10% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $6.24M | 25.79% | 2026-06-30 |
| 3 | IMC-Chicago, LLC Custodian | $2.43M | 10.04% | 2026-06-30 |
| 4 | GROUP ONE TRADING LLC Custodian | $1.72M | 7.09% | 2026-06-30 |
| 5 | Simplex Trading, LLC Custodian | $1.70M | 7.04% | 2026-06-30 |
| 6 | Jane Street Group, LLC Custodian | $1.23M | 5.08% | 2026-06-30 |
| 7 | Wolverine Trading, LLC Custodian | $595.30K | 2.46% | 2025-09-30 |
| 8 | Walleye Trading LLC | $468.98K | 1.94% | 2026-06-30 |
| 9 | Walleye Capital LLC | $355.27K | 1.47% | 2026-06-30 |
CLOV Insider Trading (Form 4)
Latest: 2026-10-20Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-20 | Karen Soares | Chief Legal Officer | Sell (S) | −19,275 | $4.66 | -$89.8K | EDGAR |
| 2026-10-20 | Jamie L. Reynoso | CEO, Medicare Advantage | Sell (S) | −4,066 | $4.41 | -$17.9K | EDGAR |
| 2026-10-19 | Karen Soares | Chief Legal Officer | Sell (S) | −14,673 | $4.68 | -$68.7K | EDGAR |
| 2026-10-19 | Andrew Toy | Chief Executive Officer | Sell (S) | −62,176 | $4.68 | -$291.0K | EDGAR |
| 2026-10-19 | Joseph Clay Thornton | Interim CFO | Sell (S) | −4,591 | $4.68 | -$21.5K | EDGAR |
| 2026-10-19 | Conrad Wai | CEO, Counterpart Health | Sell (S) | −23,627 | $4.68 | -$110.6K | EDGAR |
| 2026-10-19 | Jamie L. Reynoso | CEO, Medicare Advantage | Sell (S) | −18,273 | $4.68 | -$85.5K | EDGAR |
| 2026-10-07 | Jamie L. Reynoso | CEO, Medicare Advantage | Sell (S) | −2,006 | $4.63 | -$9.3K | EDGAR |
| 2026-10-05 | Jamie L. Reynoso | CEO, Medicare Advantage | Sell (S) | −8,750 | $4.42 | -$38.7K | EDGAR |
| 2026-10-02 | Robert G Torricelli | Director | Award (A) | +12,481 | — | EDGAR | |
| 2026-10-02 | Andrew Toy | Chief Executive Officer | Sell (S) | −318,806 | $4.19 | -$1.34M | EDGAR |
| 2026-10-02 | Brian James Miller | Director | Award (A) | +12,481 | — | EDGAR | |
| 2026-09-18 | Jamie L. Reynoso | CEO, Medicare Advantage | Sell (S) | −1,921 | $4.56 | -$8.8K | EDGAR |
| 2026-09-17 | Joseph Frank Oldakowski | VP OF FINANCE AND CONTROLLER | Sell (S) | −3,170 | $4.64 | -$14.7K | EDGAR |
| 2026-09-16 | Conrad Wai | CEO, Counterpart Health | Sell (S) | −300,000 | $4.72 | -$1.42M | 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.
CLOV Insider Holdings
18 insiders · @ $4.71
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, 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 | Andrew Toy | Chief Executive Officer | 9,078,334 | $42.80M | -$4.00M | 33 | 2026-10-19 |
| 2 | Peter J. Kuipers | Chief Financial Officer | 5,758,353 | $27.15M | $0 | 5 | 2026-02-02 |
| 3 | Vivek Garipalli | Director | 3,512,196 | $16.56M | $3.00M | 8 | 2026-01-09 |
| 4 | Jamie L. Reynoso | CEO, Medicare Advantage | 2,770,351 | $13.06M | -$757.8K | 72 | 2026-10-20 |
| 5 | Conrad Wai | CEO, Counterpart Health | 2,212,128 | $10.43M | -$3.26M | 29 | 2026-10-19 |
| 6 | Brady Patrick Priest | CEO of Clover Care Services | 2,040,222 | $9.62M | -$1.00M | 27 | 2026-05-13 |
| 7 | Karen Soares | Chief Legal Officer | 1,573,423 | $7.42M | -$694.6K | 41 | 2026-10-20 |
| 8 | Joseph Clay Thornton | Interim CFO | 1,244,935 | $5.87M | -$121.1K | 6 | 2026-10-19 |
| 9 | Demetrios L. Kouzoukas | Director | 605,980 | $2.86M | $0 | 6 | 2026-01-08 |
| 10 | Chelsea Clinton | Director | 602,814 | $2.84M | $252.5K | 5 | 2025-01-08 |
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.
CLOV Board & Officers
As of SEC filings through Oct 20, 2026Directors 9
- Andrew Toy · since Jan 7, 2021
- Vivek Garipalli · since Jan 7, 2021
- William G Robinson Jr · since Mar 25, 2021
- Demetrios L. Kouzoukas · since Apr 13, 2021
- Carladenise Armbrister Edwards · since Jul 22, 2022
- Anna U Loengard · since Nov 28, 2022
- Thomas L Tran · since Aug 20, 2024
- Brian James Miller · since Sep 22, 2026
- Robert G Torricelli · since Sep 22, 2026
Officers 7
- Andrew Toy · Chief Executive Officer · listed since Jan 2023
- Jamie L. Reynoso · CEO, Medicare Advantage · listed since Dec 2023
- Conrad Wai · CEO, Counterpart Health · listed since Oct 2024
- Brady Patrick Priest · CEO of Clover Care Services · listed since Apr 2026
- Joseph Clay Thornton · Interim CFO · since Mar 30, 2026
- Karen Soares · Chief Legal Officer · listed since Apr 2026
- Joseph Frank Oldakowski · VP of Finance and Controller · since Mar 30, 2026
10% owners 1
- Vivek Garipalli · since Jan 7, 2021
Changes in the last 10 years (76)
| Sep 22, 2026 | Robert G Torricelli became a director |
| Sep 22, 2026 | Brian James Miller became a director |
| Apr 3, 2026 | Karen Soares listed as Chief Legal Officer (previously General Counsel & Secretary) in SEC filings |
| Apr 3, 2026 | Brady Patrick Priest listed as CEO of Clover Care Services (previously CEO of Home Care) in SEC filings |
| Mar 30, 2026 | The company announced the departure of Peter J. Kuipers as Chief Financial Officer in an SEC filing |
| Mar 30, 2026 | Joseph Frank Oldakowski became VP of Finance and Controller |
| Mar 30, 2026 | Joseph Clay Thornton became Interim CFO |
| Oct 31, 2025 | The company announced the departure of Chelsea Clinton from the board in an SEC filing |
| Apr 21, 2025 | The company announced the departure of Lee Shapiro from the board in an SEC filing |
| Oct 17, 2024 | Conrad Wai listed as CEO, Counterpart Health (previously Chief Technology Officer) in SEC filings |
| Aug 20, 2024 | Thomas L Tran became a director |
| May 8, 2024 | Peter J. Kuipers became Chief Financial Officer |
| Jan 27, 2024 | Terrence Ronan became Interim CFO |
| Jan 9, 2024 | Vivek Garipalli no longer listed as Chief Executive Officer in SEC filings |
| Dec 19, 2023 | Jamie L. Reynoso listed as CEO, Medicare Advantage (previously Chief Operating Officer) in SEC filings |
| Dec 15, 2023 | The company announced the departure of Scott J. Leffler as Chief Financial Officer in an SEC filing |
| Nov 2, 2023 | Karen Soares first on file as General Counsel & Secretary |
| Nov 2, 2023 | Jamie L. Reynoso listed as Chief Operating Officer (previously CEO of Medicare Advantage) in SEC filings |
| Nov 2, 2023 | Clover Health Investments, Corp. /de first on file as Chief Technology Officer |
| Jun 5, 2023 | The company announced the departure of Joseph Richards Martin as General Counsel in an SEC filing |
| Apr 26, 2023 | Jamie L. Reynoso listed as CEO of Medicare Advantage (previously Chief Operating Officer) in SEC filings |
| Mar 22, 2023 | Conrad Wai became Chief Technology Officer |
| Jan 20, 2023 | The company announced the departure of Prabhdeep Singh as Chief Growth Officer in an SEC filing |
| Jan 4, 2023 | Andrew Toy listed as Chief Executive Officer (previously President and CTO) in SEC filings |
| Nov 28, 2022 | Anna U Loengard became a director |
| Jul 25, 2022 | Scott J. Leffler became Chief Financial Officer |
| Jul 22, 2022 | Carladenise Armbrister Edwards became a director |
| Jul 18, 2022 | Brady Patrick Priest became CEO of Home Care |
| May 26, 2022 | The company announced the departure of Nathaniel S. Turner from the board in an SEC filing |
| May 9, 2022 | Aric R Sharp became CEO of Value Based Care |
| Mar 14, 2022 | Joseph Richards Martin became General Counsel |
| Jan 19, 2022 | The company announced the departure of Gia Lee as General Counsel & Secretary in an SEC filing |
| Nov 24, 2021 | SCH Sponsor III LLC reported in an SEC filing no longer being a director |
| Nov 24, 2021 | SCH Sponsor III LLC reported in an SEC filing no longer being a 10% owner |
| Nov 24, 2021 | Neil Mehta reported in an SEC filing no longer being a 10% owner |
| Nov 24, 2021 | Greenoaks Capital Partners LLC reported in an SEC filing no longer being a 10% owner |
| Nov 24, 2021 | Chamath Palihapitiya reported in an SEC filing no longer being a director |
| Nov 24, 2021 | Chamath Palihapitiya reported in an SEC filing no longer being a 10% owner |
| Nov 24, 2021 | Chamath Palihapitiya reported in an SEC filing no longer being CEO & Chairman of the Board |
| Nov 24, 2021 | ChaChaCha SPAC C, LLC reported in an SEC filing no longer being a director |
| Nov 24, 2021 | ChaChaCha SPAC C, LLC reported in an SEC filing no longer being a 10% owner |
| Nov 24, 2021 | Benjamin Peretz reported in an SEC filing no longer being a 10% owner |
| Aug 13, 2021 | Mark Herbers became Interim CFO |
| Jul 6, 2021 | Prabhdeep Singh became Chief Growth Officer |
| Apr 13, 2021 | Demetrios L. Kouzoukas became a director |
| Mar 25, 2021 | William G Robinson Jr became a director |
| Jan 11, 2021 | James Ryans reported in an SEC filing no longer being a director |
| Jan 11, 2021 | Jacqueline D Reses reported in an SEC filing no longer being a director |
| Jan 7, 2021 | Vivek Garipalli became a director |
| Jan 7, 2021 | Vivek Garipalli became a 10% owner |
| Jan 7, 2021 | Vivek Garipalli became Chief Executive Officer |
| Jan 7, 2021 | Neil Mehta became a 10% owner |
| Jan 7, 2021 | Nathaniel S. Turner became a director |
| Jan 7, 2021 | Lee Shapiro became a director |
| Jan 7, 2021 | Joseph F. Wagner became Chief Financial Officer |
| Jan 7, 2021 | Jamie L. Reynoso became Chief Operating Officer |
| Jan 7, 2021 | Greenoaks Capital Partners LLC became a 10% owner |
| Jan 7, 2021 | Gia Lee became General Counsel & Secretary |
| Jan 7, 2021 | Chelsea Clinton became a director |
| Jan 7, 2021 | Benjamin Peretz became a 10% owner |
| Jan 7, 2021 | Andrew Toy became a director |
| Jan 7, 2021 | Andrew Toy became President and CTO |
| Apr 21, 2020 | Steven Trieu became Chief Financial Officer |
| Apr 21, 2020 | Simon P.V. Williams became General Counsel and Secretary |
| Apr 21, 2020 | SCH Sponsor III LLC became a director |
| Apr 21, 2020 | SCH Sponsor III LLC became a 10% owner |
| Apr 21, 2020 | James Ryans became a director |
| Apr 21, 2020 | Jacqueline D Reses became a director |
| Apr 21, 2020 | Ian Osborne became a director |
| Apr 21, 2020 | Ian Osborne became a 10% owner |
| Apr 21, 2020 | Ian Osborne became President |
| Apr 21, 2020 | Chamath Palihapitiya became a director |
| Apr 21, 2020 | Chamath Palihapitiya became a 10% owner |
| Apr 21, 2020 | Chamath Palihapitiya became CEO & Chairman of the Board |
| Apr 21, 2020 | ChaChaCha SPAC C, LLC became a director |
| Apr 21, 2020 | ChaChaCha SPAC C, LLC became a 10% owner |
Not reported recently (8)
- Aric R Sharp · Last reported as CEO of Value Based Care in an SEC filing dated Aug 13, 2024
- Terrence Ronan · Last reported as Interim CFO in an SEC filing dated Feb 1, 2024
- Clover Health Investments, Corp. /de · Last reported as Chief Technology Officer in an SEC filing dated Nov 2, 2023
- Mark Herbers · Last reported as Interim CFO in an SEC filing dated Aug 23, 2021
- Joseph F. Wagner · Last reported as Chief Financial Officer in an SEC filing dated Aug 11, 2021
- Ian Osborne · Last reported as a director in an SEC filing dated Apr 21, 2020
- Steven Trieu · Last reported as Chief Financial Officer in an SEC filing dated Apr 21, 2020
- Simon P.V. Williams · Last reported as General Counsel and Secretary in an SEC filing dated Apr 21, 2020
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
CLOV Proposed Insider Sales (Form 144)
Latest: 2026-10-20
? Form 144 Guide
Last 30d:
11 filings
· $2.7M notice value
· Last 90d:
23 filings
· $10.4M notice value
· 7 unique filers
· 65% 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. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
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:
BRADY PRIEST (5, $6.2M) · Andrew Toy (3, $2.0M) · WAI CONRAD (2, $1.5M) · Jamie Reynoso (6, $201K) · Karen Soares (3, $183K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-10-20 | KAREN SOARES | Officer | 19,275 | $85.6K | 2026-10-20 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-10-19 | JAMIE REYNOSO | Officer | 4,066 | $18.2K | 2026-10-19 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-10-15 | Andrew Toy | Officer | 60,765 | $284.4K | 2026-10-15 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2026-10-15 | Joseph Clay Thornton | Officer | 4,487 | $21.0K | 2026-10-15 | Morgan Stanley Smith Barney LLC | — | EDGAR |
| 2026-10-15 | Conrad Wai | Officer | 23,463 | $109.8K | 2026-10-15 | Morgan Stanley Smith Barney LLC | 10b5-1 | EDGAR |
| 2026-10-15 | Karen M. Soares | Officer | 14,341 | $67.1K | 2026-10-15 | Morgan Stanley Smith Barney LLC | 10b5-1 | EDGAR |
| 2026-10-15 | Jamie Reynoso | Officer | 17,858 | $83.6K | 2026-10-15 | Morgan Stanley Smith Barney LLC | 10b5-1 | EDGAR |
| 2026-10-07 | JAMIE REYNOSO | Officer | 2,006 | $9.2K | 2026-10-07 | Morgan Stanley Smith Barney LLC … | 10b5-1 | EDGAR |
| 2026-10-05 | Jamie Reynoso | Officer | 8,706 | $40.7K | 2026-10-05 | Morgan Stanley Smith Barney LLC | 10b5-1 | EDGAR |
| 2026-10-01 | Andrew Toy | Officer | 309,558 | $1.31M | 2026-10-01 | Morgan Stanley Smith Barney 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. Market-wide feed: Planned sales (Form 144).
ETF Holders
56 ETFs hold CLOV
25 shown · $229.46M total exposure · 0.05% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $56.3M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.07% | $51.3M | $75.1B | 2026-10-20 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.02% | $21.2M | — | 2026-09-30 |
| 4 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.14% | $18.5M | $13.6B | 2026-10-20 |
| 5 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.06% | $10.5M | — | 2026-09-30 |
| 6 | FYC First Trust Small Cap Growth AlphaDEX® Fund | First Trust | 0.72% | $9.6M | $1.3B | 2026-10-20 |
| 7 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.03% | $7.7M | — | 2026-05-31 |
| 8 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.02% | $6.9M | — | 2026-10-20 |
| 9 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.06% | $5.6M | — | 2026-05-31 |
| 10 | VHT Vanguard Health Care ETF | Vanguard | 0.02% | $5.4M | — | 2026-09-30 |
| 11 | FYX First Trust Small Cap Core AlphaDEX® Fund | First Trust | 0.35% | $4.7M | $1.4B | 2026-10-20 |
| 12 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.06% | $4.6M | — | 2026-10-20 |
| 13 | XHS State Street® SPDR® S&P® Health Care Services ETF | SPDR (State Street) | 1.86% | $4.1M | $221.4M | 2026-10-20 |
| 14 | IHF iShares U.S. Healthcare Providers ETF | iShares (BlackRock) | 0.25% | $3.5M | $1.4B | 2026-10-20 |
| 15 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.11% | $3.0M | — | 2026-07-31 |
| 16 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $3.0M | $97.4B | 2026-10-20 |
| 17 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $2.2M | — | 2026-10-20 |
| 18 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.12% | $2.0M | — | 2026-09-30 |
| 19 | HYP Golden Eagle Dynamic Hypergrowth ETF | Nport | 2.78% | $1.9M | — | 2026-06-30 |
| 20 | PTH Invesco Dorsey Wright Healthcare Momentum ETF | Nport | 0.72% | $1.7M | — | 2026-07-31 |
| 21 | VFMO Vanguard U.S. Momentum Factor ETF | Vanguard | 0.09% | $1.6M | — | 2026-10-20 |
| 22 | FSML Franklin Small Cap Enhanced ETF | Franklin | 0.78% | $1.2M | $151.3M | 2026-10-20 |
| 23 | FHLC Fidelity MSCI Health Care Index ETF | Fidelity | 0.03% | $989,587 | $3.8B | 2026-10-20 |
| 24 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $973,152 | — | 2026-10-20 |
| 25 | RSSL Global X Russell 2000 ETF | Global X | 0.07% | $965,828 | — | 2026-10-21 |
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.
Trailing P/E
—
TTM Diluted EPS
$-0.12
TTM Revenue
$2.21B
TTM Net Income
$-56.94M
TTM Op. Cash Flow
$57.25M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '26 | 2026-03-31 | $749.19M | $27.33M | $0.05 | $107.89M |
| Q4 '25 | 2025-12-31 | $487.71M | $-49.32M | $-0.10 | $-68.15M |
| Q3 '25 | 2025-09-30 | $496.65M | $-24.38M | $-0.05 | $12.10M |
| Q2 '25 | 2025-06-30 | $477.62M | $-10.58M | $-0.02 | $5.41M |
| Q1 '25 | 2025-03-31 | $462.33M | $-1.27M | — | $-16.29M |
| Q4 '24 | 2024-12-31 | $336.96M | $-22.09M | $-0.05 | $-85.83M |
| Q3 '24 | 2024-09-30 | $330.99M | $-9.15M | $-0.02 | $49.99M |
| Q2 '24 | 2024-06-30 | $356.26M | $7.41M | $0.01 | $44.76M |
| Q1 '24 | 2024-03-31 | $346.92M | $-19.17M | $-0.04 | $25.93M |
| Q4 '23 | 2023-12-31 | $312.38M | $-70.47M | $-0.15 | $-258.09M |
| Q3 '23 | 2023-09-30 | $306.03M | $-41.47M | $-0.09 | $-18.78M |
| Q2 '23 | 2023-06-30 | $320.14M | $-28.81M | $-0.06 | $53.17M |
Q1 2026 • period ending 2026-03-31 • filed 2026-05-08
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
7.21
P/S
1.11
EV/EBITDA
—
EV/Sales
1.03
ROE
-16.8%
ROA
-8.2%
Div Yield
0.00%
FCF Yield
2.34%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$2.45B
as of 2026-10-22
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
22.90M
SI % of Float
5.49%
Days to Cover
6.30
Short Vol Ratio
31.0%
Free Float
417.11M
Float %
95.8%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-09-22