COUR Coursera, Inc.
XNYS
5.07
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.
- 52-Week Range
- $4.53 – $10.72
- YTD
- -28.39%
- IV Rank (30D)
- 97.43
- Straddle Price
- $1.10
- P/C Vol Ratio
- 0.24
- Market Cap
- $1.3B
- Open
- $4.90
- Day Range
- $4.82 – $5.15
- Volume
- 6,956,009
- Prev Close
- $4.97
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) | 5.12% |
| Beta vs SPY | 1.14 |
| Cost of Equity (CAPM) | 11.42% (VRP-adj) |
| WACC | 11.46% |
| Volatility Risk Premium | +107.3pp (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) | $0.0B |
| Return on Equity (TTM) | -11.7% |
| Book / Price | 126.0% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 55.9% |
| FCF Margin (TTM) | 3.8% |
| Debt / Equity | 0.00 |
| Quality Score | 3/6 — normal (10y DCF) |
| SMA 50 | $5.41 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $5.01 |
| Bollinger Width / SMA20 | 240.4% (drives anchor stability) |
| Net Debt | $-0.9B |
| Market Cap | $1B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $14.07 | 56% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | |
| Peer EV/EBITDA | n/a | 0% | |
| Peer P/B | $17.70 | 22% | median 2.8× · 4 peers |
| Peer P/S | $35.20 | 22% | median 6.6× · 4 peers |
| Market Anchor (SMA50) | $5.41 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $5.01 | 0% | 6 strikes · skew +0.21 |
- Industry (SIC)
- SERVICES-PREPACKAGED SOFTWARE (7372) · industry map
- Exchange
- XNYS
- Market Cap
- $1.3B
- Employees
- 1,307
- List Date
- 2021-03-31
- CIK
- 0001651562
- Next Earnings
- 2026-10-29 (After-Close)
- EPS Forecast
- $0.07 (4 est.)
- Headquarters
- Mountain View, CA
- Homepage
- https://www.coursera.org
Coursera Inc is an online learning platform that connects learners, educators, and institutions with the goal of providing educational content that is affordable, accessible, and relevant. It combines content, data, and technology into a single, unified platform that is customizable and extensible to both individual learners and institutions. The company operates through two reporting segments: Consumer and Enterprise. The majority of revenue is generated from the Consumer segment. The consumer segment targets individual learners seeking to obtain hands-on learning, gain valuable job skills, r…
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.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -- | -20.48% | 29.15% | -0.78% | -9.08% | -14.41% | -3.12% |
| Feb | -- | -2.35% | -30.60% | -16.04% | 1.41% | 2.40% | -9.04% |
| Mar | 0.00% | 10.03% | 4.44% | -11.99% | -13.17% | -9.06% | -3.29% |
| Apr | -2.36% | -19.13% | 6.14% | -26.47% | 24.56% | 1.71% | -2.59% |
| May | -17.59% | -11.74% | 7.11% | -22.21% | 5.23% | -12.36% | -8.59% |
| Jun | 2.67% | -12.63% | 1.32% | -3.24% | -4.47% | -2.76% | -3.19% |
| Jul | -8.86% | -4.73% | 20.41% | 31.54% | 44.79% | -11.94% | 11.87% |
| Aug | 6.51% | -18.27% | 10.34% | -7.53% | -5.51% | 10.51% | -0.66% |
| Sep | -18.93% | -6.91% | 7.29% | 0.89% | 5.97% | -19.74% | -5.24% |
| Oct | 9.26% | 14.07% | -5.71% | -8.55% | -24.75% | -0.20%* | -2.65% |
| Nov | -18.95% | 9.51% | 10.77% | 14.39% | -3.75% | -- | 2.39% |
| Dec | -14.52% | -14.09% | -4.16% | 2.66% | -9.02% | -- | -7.83% |
| Total | -50.79% | -58.55% | 53.86% | -46.52% | -4.23% | -46.15% | -25.40% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- 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.
- 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.
- 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
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL with confidence level (6/10)
Key Drivers:
- Recent oversold RSI reading, indicating potential for a short-term bounce
- Bullish MACD signal suggesting momentum is building
- Strong institutional interest reflected in OBV and volume rate of change
Primary Risks:
- High beta suggests increased volatility and potential for large price swings
- Recent earnings miss may have contributed to the current decline
Investment Thesis: Coursera's recent pullback presents a buying opportunity, as the stock is oversold and shows signs of building momentum. However, investors should be cautious due to the high volatility and potential for large price swings.
Recent News Sentiment Impact: NEUTRAL
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): BEARISH
- Medium-term (1-3 months): BEARISH
- Long-term (3-12 months): NEUTRAL
Support/Resistance Levels:
- Lower Bollinger Band: $7.66
- Upper Bollinger Band: $11.36
- EMA 26: $9.57
- SMA 50: $10.55
Momentum Signals:
- RSI interpretation: OVERSOLD (<30)
- MACD signal: BEARISH (crossover below signal line)
- Bollinger Bands position: MEAN REVERSION
Volume Analysis:
- Volume rate of change: -53.86% (indicating high selling pressure)
- OBV: 87215059.00 (reflected in volume flows)
News & Sentiment Analysis
Recent Headlines Summary:
- Recent news has been neutral, with no major announcements or events that would impact the stock price
Sentiment Assessment: NEUTRAL Catalyst Identification:
- No imminent catalysts are expected to drive significant price movements in the near term
Market Narrative:
- The recent decline is likely due to the earnings miss and high volatility rather than any fundamental changes
Risk & Volatility Assessment
Beta Interpretation:
- Beta of 0.95 suggests moderate risk relative to the market
Volatility Regime:
- Current volatility is relatively low compared to historical levels
Options Market Signals:
- IV rank: Medium (33.3%)
- Put/call ratios: Bullish sentiment
- Unusual activity: None notable
Downside Protection:
- Support levels: $7.66, $8.13, and $9.51
Market Context & Positioning
Sector Performance:
- Coursera is underperforming the broader market and its sector peers
Institutional Activity:
- Institutional interest remains strong, reflected in OBV and volume rate of change
Correlation Analysis:
- Correlation with the broader market: 0.30 (moderate)
Relative Valuation:
- Relative strength within the trading range: WEAK
Key Levels & Action Items
Critical Price Levels:
- Support level: $7.66
- Resistance level: $9.51
Breakout/Breakdown Levels:
- Breakout above SMA 50: $10.55
- Breakdown below EMA 12: $8.86
Time-Sensitive Catalysts:
- No imminent catalysts are expected to drive significant price movements in the near term
Risk Management:
- Stop-loss levels: Below $7.66 and above $9.51
- Position sizing considerations: Use stop-loss orders and adjust position size according to risk tolerance
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-05-04 | After-Close | 15.12% | 7.97% | 0.53x | Within |
| 2021-08-03 | After-Close | 17.57% | 21.38% | 1.22x | Exceeded |
| 2021-11-02 | After-Close | 16.04% | 10.66% | 0.66x | Within |
| 2022-02-10 | After-Close | 15.55% | 6.32% | 0.41x | Within |
| 2022-04-27 | After-Close | 16.37% | 3.29% | 0.20x | Within |
| 2022-07-27 | After-Close | 15.50% | 16.67% | 1.08x | Exceeded |
| 2022-10-26 | After-Close | 17.44% | 4.62% | 0.26x | Within |
| 2023-02-09 | After-Close | 12.54% | 9.08% | 0.72x | Within |
| 2023-04-27 | After-Close | 15.17% | 18.70% | 1.23x | Exceeded |
| 2023-07-27 | After-Close | 14.45% | 17.68% | 1.22x | Exceeded |
| 2023-10-26 | After-Close | 14.14% | 0.12% | 0.01x | Within |
| 2024-02-01 | After-Close | 13.85% | 4.86% | 0.35x | Within |
| 2024-04-29 | After-Close | 17.49% | 14.05% | 0.80x | Within |
| 2024-07-25 | After-Close | 20.92% | 44.67% | 2.14x | Exceeded |
| 2024-10-24 | After-Close | 26.90% | 9.71% | 0.36x | Within |
| 2025-01-30 | After-Close | 15.66% | 8.87% | 0.57x | Within |
| 2025-04-24 | After-Close | 18.83% | 13.64% | 0.72x | Within |
| 2025-07-24 | After-Close | 14.04% | 36.23% | 2.58x | Exceeded |
| 2025-10-23 | After-Close | 19.65% | 12.88% | 0.66x | Within |
| 2026-02-05 | After-Close | 17.14% | 1.17% | 0.07x | Within |
| 2026-04-23 | After-Close | 19.68% | 11.56% | 0.59x | Within |
| 2026-07-29 | After-Close | 18.61% | 14.72% | 0.79x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
COUR Options Activity & IV Rank
COUR IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Options Flow
ATM Options Pricing
Chain Summary
Each spread is ranked by a composite score built in three stages. Full documentation →
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.
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.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- 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.
Estimated net dealer gamma is at the 15th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
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.
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.
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.
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.
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.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Low volatility - stock moves less than market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $9.2M | #1099 of 3138 | +18.1% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $2.3M | #2506 of 3716 | new | 13F | |
| Citadel Hedge fund Ken Griffin | $153K | #5604 of 6285 | -97.3% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $96K | #997 of 997 | +59.3% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $18K | #3765 of 4729 | -62.9% | 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
COUR Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional 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.
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $4.06M | 28.17% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $2.96M | 20.56% | 2026-06-30 |
| 3 | GROUP ONE TRADING LLC Custodian | $1.75M | 12.14% | 2026-06-30 |
| 4 | Simplex Trading, LLC Custodian | $1.22M | 8.45% | 2026-06-30 |
| 5 | Sender Co & Partners, Inc. | $1.02M | 7.06% | 2026-06-30 |
| 6 | IMC-Chicago, LLC Custodian | $978.54K | 6.79% | 2026-06-30 |
| 7 | Wolverine Trading, LLC Custodian | $826.79K | 5.74% | 2025-09-30 |
| 8 | Crawford Fund Management, LLC | $806.52K | 5.60% | 2026-06-30 |
| 9 | Jane Street Group, LLC Custodian | $544.26K | 3.78% | 2026-06-30 |
| 10 | Millennium Management LLC Custodian | $197.40K | 1.37% | 2026-06-30 |
| 11 | Walleye Trading LLC | $40.61K | 0.28% | 2026-06-30 |
| 12 | Walleye Capital LLC | $9.59K | 0.07% | 2026-06-30 |
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $8.38M | 59.00% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $2.05M | 14.47% | 2026-06-30 |
| 3 | IMC-Chicago, LLC Custodian | $1.02M | 7.15% | 2026-06-30 |
| 4 | Simplex Trading, LLC Custodian | $985.31K | 6.94% | 2026-06-30 |
| 5 | GROUP ONE TRADING LLC Custodian | $539.18K | 3.80% | 2026-06-30 |
| 6 | Jane Street Group, LLC Custodian | $503.54K | 3.55% | 2026-06-30 |
| 7 | Wolverine Trading, LLC Custodian | $427.28K | 3.01% | 2025-09-30 |
| 8 | JPMorgan Chase & Co Custodian | $198.80K | 1.40% | 2026-06-30 |
| 9 | STG SECURITIES, LLC | $63.17K | 0.44% | 2026-06-30 |
| 10 | Walleye Trading LLC | $35.53K | 0.25% | 2026-06-30 |
COUR Insider Trading (Form 4)
Latest: 2026-10-02| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Gregory M. Hart | President & CEO | Sell (S) | −10,308 | $5.11 | -$52.6K | EDGAR |
| 2026-10-02 | Thomas I. Savage | SVP, Chief Legal Officer | Award (A) | +245,000 | — | EDGAR | |
| 2026-09-29 | Jan Barta | 10%+ Owner | Buy (P) | +11,663,710 | $4.87 | $56.78M | EDGAR |
| 2026-08-18 | Gregory M. Hart | President & CEO | Tax (F) | −46,069 | $5.78 | -$266.3K | EDGAR |
| 2026-08-18 | Marcelo Modica | SVP, Chief People Officer | Tax (F) | −12,177 | $5.78 | -$70.4K | EDGAR |
| 2026-08-18 | Alan B Cardenas | SVP, General Counsel | Mixed | −19,697 | $5.75 | -$113.2K | EDGAR |
| 2026-06-15 | Christopher D. McCarthy | Director | Award (A) | +34,260 | — | EDGAR | |
| 2026-06-15 | Andrew Y. Ng | Director | Award (A) | +34,260 | — | EDGAR | |
| 2026-06-15 | Sohaib Abbasi | Director | Award (A) | +34,260 | — | EDGAR | |
| 2026-06-15 | Lydia Paterson | Director | Award (A) | +34,260 | — | EDGAR | |
| 2026-06-15 | Carmen Chang | Director | Award (A) | +34,260 | — | EDGAR | |
| 2026-06-15 | Scott D Sandell | Director | Award (A) | +34,260 | — | EDGAR | |
| 2026-06-15 | Marylou Maco | Director | Award (A) | +34,260 | — | EDGAR | |
| 2026-06-15 | Theodore Mitchell | Director | Award (A) | +34,260 | — | EDGAR | |
| 2026-06-01 | Insight Venture Associates VII, Ltd. | 10%+ Owner | Sell (S) | −19,213,720 | $5.28 | -$101.51M | EDGAR |
COUR Insider Holdings
21 insiders · @ $5.07| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Jan Barta | 10%+ Owner | 28,806,415 | $146.05M | $56.78M | 1 | 2026-09-29 |
| 2 | Andrew Y. Ng | Director | 7,277,586 | $36.90M | -$29.57M | 42 | 2026-06-15 |
| 3 | Carmen Chang | Director | 2,328,403 | $11.81M | -$14.5K | 8 | 2026-06-15 |
| 4 | Scott D Sandell | Director | 2,312,113 | $11.72M | $0 | 12 | 2026-06-15 |
| 5 | Jeffrey Nacey Maggioncalda | President & CEO | 1,838,642 | $9.32M | -$50.07M | 53 | 2024-11-19 |
| 6 | Gregory M. Hart | President & CEO | 1,539,003 | $7.80M | -$52.6K | 6 | 2026-10-02 |
| 7 | Kenneth R Hahn | SVP, Chief Financial Officer | 954,047 | $4.84M | -$16.38M | 35 | 2025-09-10 |
| 8 | Insight Venture Associates VII, Ltd. | 10%+ Owner | 738,040 | $3.74M | -$101.51M | 1 | 2026-06-01 |
| 9 | Marcelo Modica | SVP, Chief People Officer | 394,900 | $2.00M | $0 | 9 | 2026-08-18 |
| 10 | Michael D. Foley | SVP, Chief Financial Officer | 350,000 | $1.77M | $0 | 1 | 2026-03-17 |
COUR Board & Officers
As of SEC filings through Oct 2, 2026Directors 9
- Andrew Y. Ng · since Mar 30, 2021
- Scott D Sandell · since Mar 30, 2021
- Theodore Mitchell · since Mar 30, 2021
- Carmen Chang · since Oct 12, 2021
- Christopher D. McCarthy · since Jan 4, 2023
- Gregory M. Hart · since Feb 3, 2025
- Lydia Paterson · since May 11, 2026
- Marylou Maco · since May 11, 2026
- Sohaib Abbasi · since May 11, 2026
Officers 5
- Gregory M. Hart · President & CEO · since Feb 3, 2025
- Michael D. Foley · SVP, Chief Financial Officer · since Nov 17, 2025
- Marcelo Modica · SVP, Chief People Officer · since Aug 21, 2024
- Thomas I. Savage · SVP, Chief Legal Officer · since Sep 21, 2026
- Alan B Cardenas · SVP, General Counsel · since May 24, 2023
10% owners 5
- Dusan Senkypl · since Sep 25, 2026
- Jan Barta · since Sep 25, 2026
- Pale Fire Capital SE (entity) · since Sep 25, 2026
- Pale Fire Capital SICAV a.s. (entity) · since Sep 25, 2026
- Pale Fire Capital investicni spolecnost a.s. (entity) · since Sep 25, 2026
Changes in the last 10 years (120)
| Sep 25, 2026 | Pale Fire Capital investicni spolecnost a.s. became a 10% owner |
| Sep 25, 2026 | Pale Fire Capital SICAV a.s. became a 10% owner |
| Sep 25, 2026 | Pale Fire Capital SE became a 10% owner |
| Sep 25, 2026 | Jan Barta became a 10% owner |
| Sep 25, 2026 | Dusan Senkypl became a 10% owner |
| Sep 21, 2026 | Thomas I. Savage became SVP, Chief Legal Officer |
| May 20, 2026 | Insight Venture Partners VII, L.P. reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Insight Venture Partners VII (Co-Investors), L.P. reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Insight Venture Partners (Delaware) VII, L.P. reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Insight Venture Partners (Cayman) VII, L.P. reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Insight Venture Management, LLC reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Insight Venture Associates VII, Ltd. reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Insight Venture Associates VII, L.P. reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Insight Partners Public Equities Master Fund, L.P. reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Insight Partners Public Equities GP, LLC reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Insight Holdings Group, LLC reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Insight Falcon Partners (A), L.P. reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Insight Falcon Associates, Ltd. reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Insight Associates XI, Ltd. reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Insight Associates XI, L.P. reported in an SEC filing no longer being a 10% owner |
| May 20, 2026 | Grace Software Cross Fund Holdings, LLC reported in an SEC filing no longer being a 10% owner |
| May 11, 2026 | The company announced the departure of Susan W. Muigai from the board in an SEC filing |
| May 11, 2026 | The company announced the departure of Sabrina Simmons from the board in an SEC filing |
| May 11, 2026 | The company announced the departure of Amanda Clark from the board in an SEC filing |
| May 11, 2026 | Sohaib Abbasi became a director |
| May 11, 2026 | Marylou Maco became a director |
| May 11, 2026 | Lydia Paterson became a director |
| May 11, 2026 | Insight Venture Partners VII, L.P. became a 10% owner |
| May 11, 2026 | Insight Venture Partners VII (Co-Investors), L.P. became a 10% owner |
| May 11, 2026 | Insight Venture Partners (Delaware) VII, L.P. became a 10% owner |
| May 11, 2026 | Insight Venture Partners (Cayman) VII, L.P. became a 10% owner |
| May 11, 2026 | Insight Venture Management, LLC became a 10% owner |
| May 11, 2026 | Insight Venture Associates VII, Ltd. became a 10% owner |
| May 11, 2026 | Insight Venture Associates VII, L.P. became a 10% owner |
| May 11, 2026 | Insight Partners Public Equities Master Fund, L.P. became a 10% owner |
| May 11, 2026 | Insight Partners Public Equities GP, LLC became a 10% owner |
| May 11, 2026 | Insight Holdings Group, LLC became a 10% owner |
| May 11, 2026 | Insight Falcon Partners (A), L.P. became a 10% owner |
| May 11, 2026 | Insight Falcon Associates, Ltd. became a 10% owner |
| May 11, 2026 | Insight Associates XI, Ltd. became a 10% owner |
| May 11, 2026 | Insight Associates XI, L.P. became a 10% owner |
| May 11, 2026 | Grace Software Cross Fund Holdings, LLC became a 10% owner |
| Dec 12, 2025 | The company announced the departure of Michele M Meyers as VP, Accounting, and CAO in an SEC filing |
| Nov 17, 2025 | Michael D. Foley became SVP, Chief Financial Officer |
| Feb 3, 2025 | Gregory M. Hart became a director |
| Feb 3, 2025 | Gregory M. Hart became President & CEO |
| Jan 29, 2025 | The company announced the departure of Kenneth R Hahn as SVP, Chief Financial Officer in an SEC filing |
| Jan 24, 2025 | The company announced the departure of Jeffrey Nacey Maggioncalda from the board in an SEC filing |
| Jan 24, 2025 | The company announced the departure of Jeffrey Nacey Maggioncalda as President & CEO in an SEC filing |
| Aug 21, 2024 | Marcelo Modica became SVP, Chief People Officer |
| Apr 29, 2024 | The company announced the departure of Shravan Goli as Chief Operating Officer in an SEC filing |
| Apr 29, 2024 | The company announced the departure of Leah F. Belsky as Chief Revenue Officer in an SEC filing |
| Aug 18, 2023 | Susan W. Muigai became a director |
| May 26, 2023 | Scott D Sandell no longer listed as a 10% owner in SEC filings |
| May 24, 2023 | Alan B Cardenas became SVP, General Counsel |
| Feb 17, 2023 | Forest Baskett reported in an SEC filing no longer being a 10% owner |
| Jan 4, 2023 | The company announced the departure of L John Doerr from the board in an SEC filing |
| Jan 4, 2023 | Christopher D. McCarthy became a director |
| Nov 17, 2022 | Shravan Goli listed as Chief Operating Officer (previously SVP, Chief Product Officer) in SEC filings |
| Nov 17, 2022 | Leah F. Belsky listed as Chief Revenue Officer (previously Senior Vice President and Chief Enterprise Officer) in SEC filings |
| Oct 4, 2022 | Kenneth R Hahn listed as SVP, Chief Financial Officer (previously Senior Vice President, Chief Financial Officer, and Treasurer) in SEC filings |
| Aug 17, 2022 | Shravan Goli listed as SVP, Chief Product Officer (previously Senior Vice President, Chief Product Officer and Head of Consumer Revenue) in SEC filings |
| Jul 25, 2022 | Mustafa S. Furniturewala became SVP, Engineering |
| Mar 14, 2022 | Michele M Meyers became VP, Accounting, and CAO |
| Nov 10, 2021 | The company announced the departure of William G. Billings as Vice President, Accounting and Chief Accounting Officer in an SEC filing |
| Oct 12, 2021 | Carmen Chang became a director |
| Aug 17, 2021 | William G. Billings became Vice President, Accounting and Chief Accounting Officer |
| Aug 11, 2021 | Larry Lee Aschebrook reported in an SEC filing no longer being a 10% owner |
| Aug 11, 2021 | G Squared Equity Management LP reported in an SEC filing no longer being a 10% owner |
| Aug 11, 2021 | G Squared Equity LLC reported in an SEC filing no longer being a 10% owner |
| Aug 11, 2021 | G Squared Coursera LLC reported in an SEC filing no longer being a 10% owner |
| Aug 11, 2021 | G Squared Coursera IV LLC reported in an SEC filing no longer being a 10% owner |
| Aug 11, 2021 | G Squared Coursera III LLC reported in an SEC filing no longer being a 10% owner |
| Aug 11, 2021 | G Squared Coursera II LLC reported in an SEC filing no longer being a 10% owner |
| Mar 30, 2021 | Xueyan wang became SVP, Services |
| Mar 30, 2021 | Ventura-Gsquared Investments LP Fund became a 10% owner |
| Mar 30, 2021 | Theodore Mitchell became a director |
| Mar 30, 2021 | Squared Opportunities ICAV G became a 10% owner |
| Mar 30, 2021 | Shravan Goli became Senior Vice President, Chief Product Officer and Head of Consumer Revenue |
| Mar 30, 2021 | Scott D Sandell became a director |
| Mar 30, 2021 | Scott D Sandell became a 10% owner |
| Mar 30, 2021 | Sabrina Simmons became a director |
| Mar 30, 2021 | SCSp G Squared IV became a 10% owner |
| Mar 30, 2021 | Richard J Jacquet became SVP, Chief People Officer |
| Mar 30, 2021 | Patrick J Kerins became a 10% owner |
| Mar 30, 2021 | New Enterprise Associates 13 LP became a 10% owner |
| Mar 30, 2021 | NEA Partners 13, Limited Partnership became a 10% owner |
| Mar 30, 2021 | NEA 13 GP, Ltd became a 10% owner |
| Mar 30, 2021 | Leah F. Belsky became Senior Vice President and Chief Enterprise Officer |
| Mar 30, 2021 | Larry Lee Aschebrook became a 10% owner |
| Mar 30, 2021 | L John Doerr became a director |
| Mar 30, 2021 | Kimberly A. Caldbeck became Senior Vice President and Chief Marketing Officer |
| Mar 30, 2021 | Kenneth R Hahn became Senior Vice President, Chief Financial Officer, and Treasurer |
| Mar 30, 2021 | Jeffrey Nacey Maggioncalda became a director |
| Mar 30, 2021 | Jeffrey Nacey Maggioncalda became President & CEO |
| Mar 30, 2021 | Jeffrey C Grace became Vice President, Corporate Controller |
| Mar 30, 2021 | G Squared V, LP became a 10% owner |
| Mar 30, 2021 | G Squared Special Situations Fund LLC became a 10% owner |
| Mar 30, 2021 | G Squared Opportunities Fund V LLC became a 10% owner |
| Mar 30, 2021 | G Squared Opportunities Fund IV LLC became a 10% owner |
| Mar 30, 2021 | G Squared Opportunities Fund II LLC became a 10% owner |
| Mar 30, 2021 | G Squared Opportunities Fund I, Series C-7 became a 10% owner |
| Mar 30, 2021 | G Squared Opportunities Fund I, Series C-6 became a 10% owner |
| Mar 30, 2021 | G Squared Opportunities Fund I LLC became a 10% owner |
| Mar 30, 2021 | G Squared IV, LP became a 10% owner |
| Mar 30, 2021 | G Squared Equity Management LP became a 10% owner |
| Mar 30, 2021 | G Squared Equity LLC became a 10% owner |
| Mar 30, 2021 | G Squared Equity GP V, LLC became a 10% owner |
| Mar 30, 2021 | G Squared Equity GP S.a r.l. became a 10% owner |
| Mar 30, 2021 | G Squared Equity GP IV, LLC became a 10% owner |
| Mar 30, 2021 | G Squared Coursera LLC became a 10% owner |
| Mar 30, 2021 | G Squared Coursera IV LLC became a 10% owner |
| Mar 30, 2021 | G Squared Coursera III LLC became a 10% owner |
| Mar 30, 2021 | G Squared Coursera II LLC became a 10% owner |
| Mar 30, 2021 | Forest Baskett became a 10% owner |
| Mar 30, 2021 | Chun Yu Wong became Senior Vice President of Engineering |
| Mar 30, 2021 | Betty M. Vandenbosch became Senior Vice President and Chief Content Officer |
| Mar 30, 2021 | Anne Tuttle Cappel became Senior Vice President, General Counsel, and Secretary |
| Mar 30, 2021 | Andrew Y. Ng became a director |
| Mar 30, 2021 | Amanda Clark became a director |
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Not reported recently (27)
- Richard J Jacquet · Last reported as SVP, Chief People Officer in an SEC filing dated May 17, 2024
- Anne Tuttle Cappel · Last reported as Senior Vice President, General Counsel, and Secretary in an SEC filing dated May 17, 2023
- Mustafa S. Furniturewala · Last reported as SVP, Engineering in an SEC filing dated Oct 21, 2022
- Xueyan wang · Last reported as SVP, Services in an SEC filing dated Oct 14, 2022
- Kimberly A. Caldbeck · Last reported as Senior Vice President and Chief Marketing Officer in an SEC filing dated Aug 17, 2022
- Betty M. Vandenbosch · Last reported as Senior Vice President and Chief Content Officer in an SEC filing dated Aug 17, 2022
- Chun Yu Wong · Last reported as Senior Vice President of Engineering in an SEC filing dated Jul 1, 2022
- G Squared Opportunities Fund I, Series C-7 · Last reported as a 10% owner in an SEC filing dated Aug 11, 2021
- G Squared Opportunities Fund I LLC · Last reported as a 10% owner in an SEC filing dated Aug 11, 2021
- G Squared Opportunities Fund II LLC · Last reported as a 10% owner in an SEC filing dated Aug 11, 2021
- G Squared Special Situations Fund LLC · Last reported as a 10% owner in an SEC filing dated Aug 11, 2021
- Ventura-Gsquared Investments LP Fund · Last reported as a 10% owner in an SEC filing dated Aug 11, 2021
- G Squared Opportunities Fund IV LLC · Last reported as a 10% owner in an SEC filing dated Aug 11, 2021
- NEA Partners 13, Limited Partnership · Last reported as a 10% owner in an SEC filing dated May 21, 2021
- Patrick J Kerins · Last reported as a 10% owner in an SEC filing dated May 21, 2021
- NEA 13 GP, Ltd · Last reported as a 10% owner in an SEC filing dated May 21, 2021
- New Enterprise Associates 13 LP · Last reported as a 10% owner in an SEC filing dated May 21, 2021
- Jeffrey C Grace · Last reported as Vice President, Corporate Controller in an SEC filing dated Apr 16, 2021
- G Squared Opportunities Fund I, Series C-6 · Last reported as a 10% owner in an SEC filing dated Apr 7, 2021
- G Squared Opportunities Fund V LLC · Last reported as a 10% owner in an SEC filing dated Apr 7, 2021
- Squared Opportunities ICAV G · Last reported as a 10% owner in an SEC filing dated Apr 7, 2021
- G Squared IV, LP · Last reported as a 10% owner in an SEC filing dated Apr 7, 2021
- G Squared Equity GP S.a r.l. · Last reported as a 10% owner in an SEC filing dated Apr 7, 2021
- G Squared Equity GP IV, LLC · Last reported as a 10% owner in an SEC filing dated Apr 7, 2021
- SCSp G Squared IV · Last reported as a 10% owner in an SEC filing dated Apr 7, 2021
- G Squared Equity GP V, LLC · Last reported as a 10% owner in an SEC filing dated Apr 7, 2021
- G Squared V, LP · Last reported as a 10% owner in an SEC filing dated Apr 7, 2021
COUR Proposed Insider Sales (Form 144)
Latest: 2026-10-01What 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.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-10-01 | Hart Gregory M. | Officer, Director | 7,354 | $37.8K | 2026-10-01 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-10-01 | Hart Gregory M. | Officer, Director | 2,954 | $14.9K | 2026-10-01 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-17 | Cardenas Alan B | Officer | 9,139 | $52.2K | 2026-08-17 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-05-21 | Clark Amanda | Former Director | 10,883 | $55.8K | 2026-05-21 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-05-18 | Cardenas Alan B | Officer | 9,139 | $50.4K | 2026-05-18 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-02-17 | Cardenas Alan B | Officer | 9,710 | $57.5K | 2026-02-17 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-12-18 | HAHN KENNETH R | Former Officer | 3,352 | $27.3K | 2025-12-18 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-12-18 | HAHN KENNETH R | Former Officer | 12,202 | $99.3K | 2025-12-18 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-12-15 | Cardenas Alan B | Officer | 8,078 | $66.0K | 2025-12-15 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2025-10-16 | Meyers Michele M | Officer | 3,500 | $35.9K | 2025-10-16 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $36.1M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.04% | $28.3M | $74.2B | 2026-10-21 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.01% | $26.6M | — | 2026-09-30 |
| 4 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.03% | $14.8M | — | 2026-09-30 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $13.2M | — | 2026-09-30 |
| 6 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.04% | $12.4M | $31.5B | 2026-10-21 |
| 7 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.07% | $9.3M | $13.9B | 2026-10-21 |
| 8 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.02% | $6.8M | — | 2026-10-21 |
| 9 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.04% | $6.6M | — | 2026-09-30 |
| 10 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.02% | $5.6M | — | 2026-05-31 |
| 11 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.07% | $4.5M | $6.6B | 2026-10-21 |
| 12 | VCR Vanguard Consumer Discretionary ETF | Vanguard | 0.07% | $4.2M | — | 2026-09-30 |
| 13 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.04% | $3.3M | — | 2026-10-21 |
| 14 | MNVT Moonvest ETF | Nport | 4.68% | $3.2M | — | 2026-07-31 |
| 15 | CALF Pacer US Small Cap Cash Cows 100 ETF | Nport | 0.09% | $3.0M | — | 2026-04-30 |
| 16 | SFLO VictoryShares Small Cap Free Cash Flow ETF | Nport | 0.40% | $2.4M | — | 2026-06-30 |
| 17 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.08% | $2.2M | — | 2026-07-31 |
| 18 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $2.1M | — | 2026-10-21 |
| 19 | PSC Principal U.S. Small-Cap ETF | Nport | 0.08% | $1.9M | — | 2026-06-30 |
| 20 | SMLF iShares U.S. Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.04% | $1.8M | $4.2B | 2026-10-21 |
| 21 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $1.8M | $96.2B | 2026-10-21 |
| 22 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.05% | $1.6M | $3.1B | 2026-10-21 |
| 23 | ESML iShares ESG Aware MSCI USA Small-Cap ETF | iShares (BlackRock) | 0.05% | $1.3M | $2.7B | 2026-10-21 |
| 24 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.01% | $1.1M | $13.6B | 2026-10-21 |
| 25 | NUSC Nuveen ESG Small-Cap ETF | Nport | 0.09% | $1.1M | — | 2026-07-31 |
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.
- 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.
- 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.
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $298.60M | $-80.40M | $-0.34 | $-19.80M |
| Q1 '26 | 2026-03-31 | $195.70M | $-20.50M | $-0.12 | $14.60M |
| Q4 '25 | 2025-12-31 | $196.90M | $-26.80M | $-0.16 | $5.80M |
| Q3 '25 | 2025-09-30 | $194.20M | $-8.60M | $-0.05 | $33.90M |
| Q2 '25 | 2025-06-30 | $187.10M | $-7.80M | $-0.05 | $35.50M |
| Q1 '25 | 2025-03-31 | $179.30M | $-7.80M | $-0.05 | $33.50M |
| Q4 '24 | 2024-12-31 | $179.20M | $-21.60M | $-0.14 | $19.20M |
| Q3 '24 | 2024-09-30 | $176.10M | $-13.70M | $-0.09 | $27.90M |
| Q2 '24 | 2024-06-30 | $170.30M | $-22.90M | $-0.15 | $23.80M |
| Q1 '24 | 2024-03-31 | $169.10M | $-21.30M | $-0.14 | $24.50M |
| Q4 '23 | 2023-12-31 | $168.88M | $-20.36M | $-0.13 | $11.57M |
| Q3 '23 | 2023-09-30 | $165.54M | $-32.09M | $-0.21 | $19.75M |
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.
- 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.
- 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.
- 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.
- 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.
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.
- 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.
- 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.
- 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.