EQPT EquipmentShare.com Inc Class A Common Stock
XNAS
16.23
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.
EQPT
$16.23
—
Key stats
$16.23
- 52-Week Range
- $13.00 – $35.50
- YTD
- -50.15%
- IV Rank (30D)
- 70.56
- Straddle Price
- $4.00
- P/C Vol Ratio
- 0.11
- Market Cap
- $4.3B
- Open
- $16.61
- Day Range
- $16.02 – $16.89
- Volume
- 450,159
- Prev Close
- $16.85
Fair Value
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 | 1.69 |
| Cost of Equity (CAPM) | 14.44% (VRP-adj) |
| WACC | 5.27% |
| Volatility Risk Premium | +55.9pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.03 (applied to P/E, EV/EBITDA, P/S) |
| Debt / Equity | 2.78 |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $17.76 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $16.41 |
| Bollinger Width / SMA20 | 259.9% (drives anchor stability) |
| Net Debt | $3.0B |
Peers used for multiples: FPS, KRMN, LGN, LOAR, MAIR, PLOW, SARO, WSC
Blended Fair Value
—
Deviation
—
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 85.7× · 5 peers |
| Peer EV/EBITDA | n/a | 0% | median 17.1× · 7 peers |
| Peer P/B | n/a | 0% | median 4.9× · 7 peers |
| Peer P/S | n/a | 0% | median 1.3× · 7 peers |
| Market Anchor (SMA50) | $17.76 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $17.13 | 0% | 8 strikes · skew +0.27 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- SERVICES-EQUIPMENT RENTAL & LEASING, NEC (7359) · industry map
- Exchange
- XNAS
- Market Cap
- $4.3B
- Employees
- 8,206
- List Date
- 2026-01-23
- CIK
- 0001693736
- Next Earnings
- 2026-11-11 (After-Close)
- EPS Forecast
- $0.02 (2 est.)
- Headquarters
- Columbia, MO
- Homepage
- https://www.equipmentshare.com
EquipmentShare.com Inc is a vertically integrated platform that combines proprietary technology, a connected equipment fleet, and a nationwide footprint to serve the construction industry. The company operates its business through the following reportable segments: Equipment Rental and Services Operations, comprised of recurring activity performed at full-service branch locations, such as equipment rentals and related services, and sales of parts, supplies, and maintenance services to construction contractors and others. Equipment Sales, sales of new or used equipment made at any of the branch…
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 | '26 | Avg |
|---|---|---|
| Jan | -4.48% | -4.48% |
| Feb | -12.17% | -12.17% |
| Mar | -32.26% | -32.26% |
| Apr | 1.18% | 1.18% |
| May | 3.53% | 3.53% |
| Jun | -0.91% | -0.91% |
| Jul | -3.80% | -3.80% |
| Aug | -14.18% | -14.18% |
| Sep | 3.09% | 3.09% |
| Oct | -7.01%* | -7.01% |
| Nov | -- | -- |
| Dec | -- | -- |
| Total | -53.31% | -53.31% |
* Only 1 year(s) of data available.
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: $16.40
SMA 50: $17.67
SMA 200: —
Current: $16.21
EMA 12: $15.70
EMA 26: $16.43
MACD: -0.7309 | Signal: 0.0836
BEARISH
ADX (14): 20.07
WEAK TREND
+DI: 22.27
−DI: 24.37
Momentum Oscillators
RSI (14): 48.77
NEUTRAL
Stoch %K: 46.35
Stoch %D: 33.89
Williams %R: -53.74
Volume & Volatility
BB Upper: $19.90
BB Lower: $12.90
NEUTRAL
OBV: -35,814,229
Vol SMA 20: 3,815,215
Vol ROC: -95.87%
ATR: $1.35
True Range: $0.88
HV 20: 100.6%
HV 30: 88.9%
HV 60: 78.2%
Data Summary
Data Points: 188
Last Updated:
Date Range: 2026-01-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report
SYMBOL: EQPT
Executive Summary
Overall Assessment: BULLISH (confidence level: 7/10)
Key Drivers:
- Technical momentum signals from MACD, RSI, and Stochastic indicators suggest a potential uptrend.
- Recent positive news headlines regarding the IPO market may have contributed to the stock's recent price increase.
Primary Risks:
- High volatility, as indicated by beta (1.31), which can lead to increased risk of significant price movements.
- Potential earnings miss or negative news could trigger a correction.
Investment Thesis: EQPT has shown technical momentum signals and positive news sentiment, suggesting potential for further upside. However, high volatility and the possibility of negative news events pose risks that should be carefully managed.
Recent News Sentiment Impact: The recent positive headline regarding the IPO market may have contributed to EQPT's price increase, but it is essential to monitor future news developments and their impact on the stock's performance.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Uptrend
- Medium-term (1-3 months): Uptrend
- Long-term (3-12 months): Bullish consolidation
Support/Resistance Levels: The 200-day SMA is $N/A, and the Bollinger Bands suggest a neutral signal. Critical support levels are at $17.95 (lower band) and $20.73 (current price), while resistance lies at $25.82 (upper band).
Momentum Signals:
- RSI (14): 44.87 (neutral)
- MACD: -0.13 / Signal: -0.21 / Histogram: 0.08 (bullish)
- Bollinger Bands: Price touching the middle band indicates a neutral signal.
Volume Analysis: Volume has been increasing, indicating growing institutional interest and potential buying pressure.
News & Sentiment Analysis
Recent Headlines Summary: The recent positive headline regarding the IPO market suggests that EQPT may benefit from this trend.
Sentiment Assessment: Aggregate news sentiment is POSITIVE due to the single recent positive headline.
Catalyst Identification: Earnings information is not available, but upcoming IPO-related events could drive further price movement.
Market Narrative: News headlines align with technical signals, suggesting a potential uptrend. However, high volatility and the possibility of negative news events pose risks that should be carefully managed.
Risk & Volatility Assessment
Beta Interpretation: EQPT has a beta of 1.31, indicating it is more volatile than the market (SPY).
Volatility Regime: The current volatility level is relatively high compared to historical levels.
Options Market Signals: IV Rank: 70.5% (Medium - shows if volatility is historically high/low) Current IV: 127.4% Expected Move: $4.28 (27 DTE), 7-DTE: $4.28 Volume Flow: 200 calls vs 56 puts Open Interest: 1,028 calls vs 2,806 puts Put/Call Volume Ratio: 0.28 (Bullish sentiment) Put/Call OI Ratio: 2.73
Downside Protection: Support levels are at $17.95 (lower band) and $20.73 (current price).
Market Context & Positioning
Sector Performance: EQPT's sector is experiencing a range-bound trend.
Institutional Activity: Volume patterns suggest growing institutional interest, which may drive further price movement.
Correlation Analysis: EQPT has a moderate correlation with the market (R-squared interpretation), indicating it can move independently of broader market trends.
Relative Valuation: EQPT appears to be trading within its historical range, making it potentially more attractive for long-term investors.
Key Levels & Action Items
Critical Price Levels:
- Support: $17.95 (lower band) and $20.73 (current price)
- Resistance: $25.82 (upper band)
Breakout/Breakdown Levels: The upper Bollinger Band resistance level at $25.82 may serve as a breakout point, while the lower band support level at $17.95 could trigger a breakdown.
Time-Sensitive Catalysts: No upcoming earnings or significant events are scheduled.
Risk Management: Stop-loss levels should be set below $20.73 (current price) to limit potential losses in case of a correction. Position sizing considerations should prioritize risk management and profit targets.
Generated
News
All EQPT news →
Earnings History
3 of 3 under expected move
Avg Expected Move
15.99%
Avg Actual Move
6.20%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2026-03-18 | After-Close | 9.98% | 7.33% | 0.73x | Within |
| 2026-05-13 | After-Close | 19.85% | 5.59% | 0.28x | Within |
| 2026-08-12 | Pre-Market | 18.14% | 5.67% | 0.31x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
EQPT Options Activity & IV Rank
EQPT IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 104.4%
7-DTE IV: —
Expected Move: $4.00
7-DTE Move: $4.00
Days to Exp: 29 (2026-11-20)
Options Flow
Call Volume: 1,298
Put Volume: 144
P/C Volume: 0.111
BULLISH
Call OI: 4,017
Put OI: 2,008
P/C OI: 0.5
Total OI: 6,025
ATM Options Pricing
ATM Call: $2.67
ATM Put: $1.32
Call %: 16.5%
Put %: 8.2%
Chain Summary
Chain Volume: 2,505
Chain OI: 62,570
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 63rd 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
63%
vs own history
GEX tilt
+0.43
OI-weighted, today
Vanna tilt
-0.50
δ-sensitivity to IV
Charm tilt
-0.01
δ-decay vs time
Vanna tilt -0.50: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably if implied volatility changed.
? What is this?
· 9 ATM contracts, 30k 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
No data
30 DTE / 10d
100%
+40.2
pts
EXTREME
ATM 101.5% / Wing 141.6%
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)
IV Rank (30 DTE)70.6MediumOct 22
Straddle Price (30 DTE)$4.00Oct 22
Beta Analysis
Risk Metrics
Beta: 2.0269
Alpha: -88.10%
Correlation: 0.3203
R-Squared: 10.3%
Stock Volatility: 83.0%
Market Volatility: 13.1%
Analysis Details
Benchmark: SPY
Data Points: 188
Period: 252 trading days
Data Points: 188
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 EQPT
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Tiger Global Hedge fund Chase Coleman | $90.0M | #30 of 46 | 0.0% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $52.2M | #592 of 3716 | +158.0% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $12.2M | #952 of 3138 | new | 13F | |
| Citadel Hedge fund Ken Griffin | $9.3M | #1642 of 6285 | -75.9% | 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
EQPT Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 209,000,000 (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.
9 filers$26.97M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $12.63M | 46.81% | 2026-06-30 |
| 2 | TORONTO DOMINION BANK | $5.23M | 19.41% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $2.94M | 10.89% | 2026-06-30 |
| 4 | Susquehanna International Group, LLP Custodian | $2.20M | 8.16% | 2026-06-30 |
| 5 | Interval Partners, LP | $1.67M | 6.17% | 2026-06-30 |
| 6 | Simplex Trading, LLC Custodian | $1.33M | 4.94% | 2026-06-30 |
| 7 | IMC-Chicago, LLC Custodian | $715.62K | 2.65% | 2026-06-30 |
| 8 | PEAK6 LLC | $196.60K | 0.73% | 2026-06-30 |
| 9 | GROUP ONE TRADING LLC Custodian | $64.88K | 0.24% | 2026-06-30 |
7 filers$5.85M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co Custodian | $2.02M | 34.59% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $1.75M | 29.95% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $1.08M | 18.39% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $418.76K | 7.16% | 2026-06-30 |
| 5 | TORONTO DOMINION BANK | $336.19K | 5.75% | 2026-06-30 |
| 6 | Jane Street Group, LLC Custodian | $214.29K | 3.66% | 2026-06-30 |
| 7 | Simplex Trading, LLC Custodian | $29.49K | 0.50% | 2026-06-30 |
EQPT Insider Trading (Form 4)
Latest: 2026-09-29Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-29 | W Bryan Hill | Director | Award (A) | +6,657 | — | EDGAR | |
| 2026-09-29 | Naveen Bhatia | Director | Award (A) | +14,409 | — | EDGAR | |
| 2026-09-29 | Damian Giangiacomo | Director | Award (A) | +14,409 | — | EDGAR | |
| 2026-09-29 | Harley Miller | Director | Award (A) | +14,409 | — | EDGAR | |
| 2026-09-16 | Jabbok Schlacks | Founder & CEO | Buy (P) | +25,000 | $17.78 | $444.5K | EDGAR |
| 2026-09-04 | William J. Schlacks | Founder & President | Buy (P) | +10,000 | $17.79 | $177.9K | EDGAR |
| 2026-09-03 | Jabbok Schlacks | Founder & CEO | Buy (P) | +25,000 | $17.29 | $432.4K | EDGAR |
| 2026-09-01 | Jabbok Schlacks | Founder & CEO | Buy (P) | +25,000 | $17.62 | $440.4K | EDGAR |
| 2026-08-24 | William J. Schlacks | Founder & President | Buy (P) | +2,000 | $18.64 | $37.3K | EDGAR |
| 2026-08-18 | Romulus Capital II, L.P. | 10%+ Owner | Sell (S) | −5,427,744 | $20.62 | -$111.94M | EDGAR |
| 2026-08-18 | William J. Schlacks | Founder & President | Buy (P) | +8,950 | $20.43 | $182.9K | EDGAR |
| 2026-08-18 | Romulus EquipmentShare Growth II L.P. | 10%+ Owner | Sell (S) | −9,074,856 | $20.62 | -$187.16M | EDGAR |
| 2026-06-17 | Jabbok Schlacks | Co-Founder & CEO | Buy (P) | +50,000 | $21.12 | $1.06M | EDGAR |
| 2026-06-17 | William J. Schlacks | Co-Founder & President | Buy (P) | +50,000 | $21.47 | $1.07M | EDGAR |
| 2026-05-20 | W Bryan Hill | Director | Buy (P) | +21,803 | $22.89 | $499.1K | 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.
EQPT Insider Holdings
10 insiders · @ $16.21
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 | Jabbok Schlacks | Founder & CEO | 13,694,363 | $222.05M | $2.37M | 5 | 2026-09-16 |
| 2 | William J. Schlacks | Founder & President | 785,235 | $12.73M | $1.47M | 5 | 2026-09-04 |
| 3 | Naveen Bhatia | Director | 326,409 | $5.29M | $242.2K | 3 | 2026-09-29 |
| 4 | Romulus EquipmentShare Growth II L.P. | 10%+ Owner | 182,000 | $2.95M | -$187.16M | 1 | 2026-08-18 |
| 5 | David Marquardt | CFO & Chief Accounting Officer | 114,285 | $1.85M | $105.0K | 2 | 2026-04-03 |
| 6 | Mark Wopata | EVP, Fin. & Chief Data Officer | 80,100 | $1.30M | $0 | 2 | 2026-04-03 |
| 7 | Romulus Capital II, L.P. | 10%+ Owner | 70,992 | $1.15M | -$111.94M | 1 | 2026-08-18 |
| 8 | W Bryan Hill | Director | 42,451 | $688.3K | $499.1K | 3 | 2026-09-29 |
| 9 | Damian Giangiacomo | Director | 14,409 | $233.6K | $0 | 1 | 2026-09-29 |
| 10 | Harley Miller | Director | 14,409 | $233.6K | $0 | 1 | 2026-09-29 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
EQPT Board & Officers
As of SEC filings through Sep 29, 2026Directors 7
- Jabbok Schlacks · since Jan 22, 2026
- Jennifer Giacomazza · since Jan 22, 2026
- Naveen Bhatia · since Jan 22, 2026
- W Bryan Hill · since Jan 22, 2026
- William J. Schlacks · since Jan 22, 2026
- Damian Giangiacomo · since Jun 8, 2026
- Harley Miller · since Jun 8, 2026
Officers 4
- Jabbok Schlacks · Co-Founder & CEO · since Jan 22, 2026
- William J. Schlacks · Co-Founder & President · since Jan 22, 2026
- David Marquardt · CFO & Chief Accounting Officer · since Jan 22, 2026
- Mark Wopata · EVP, Finance & Chief Data Off. · since Jan 22, 2026
10% owners 11
- Madoda Engala LLC (entity) · since Jan 22, 2026
- Neil Chheda · since Jan 22, 2026
- RC EquipmentShare Growth VI L.P. (entity) · since Jan 22, 2026
- RC EquipmentShare Growth VII L.P. (entity) · since Jan 22, 2026
- Romulus Capital II, L.P. (entity) · since Jan 22, 2026
- Romulus Capital III, L.P. (entity) · since Jan 22, 2026
- Romulus Capital Partners II LLC (entity) · since Jan 22, 2026
- Romulus EquipmentShare Growth II L.P. (entity) · since Jan 22, 2026
- Romulus EquipmentShare Growth III L.P. (entity) · since Jan 22, 2026
- Romulus EquipmentShare Growth L.P. (entity) · since Jan 22, 2026
- Schlacks 2020 Transfer LLC (entity) · since Jan 22, 2026
Changes in the last 10 years (26)
| Jun 8, 2026 | Harley Miller became a director |
| Jun 8, 2026 | Damian Giangiacomo became a director |
| Jun 5, 2026 | The company announced the departure of John Weinstein from the board in an SEC filing |
| Jun 5, 2026 | The company announced the departure of Henry Yeagley from the board in an SEC filing |
| Jan 22, 2026 | William J. Schlacks became a director |
| Jan 22, 2026 | William J. Schlacks became Co-Founder & President |
| Jan 22, 2026 | W Bryan Hill became a director |
| Jan 22, 2026 | Schlacks 2020 Transfer LLC became a 10% owner |
| Jan 22, 2026 | Romulus EquipmentShare Growth L.P. became a 10% owner |
| Jan 22, 2026 | Romulus EquipmentShare Growth III L.P. became a 10% owner |
| Jan 22, 2026 | Romulus EquipmentShare Growth II L.P. became a 10% owner |
| Jan 22, 2026 | Romulus Capital Partners II LLC became a 10% owner |
| Jan 22, 2026 | Romulus Capital III, L.P. became a 10% owner |
| Jan 22, 2026 | Romulus Capital II, L.P. became a 10% owner |
| Jan 22, 2026 | RC EquipmentShare Growth VII L.P. became a 10% owner |
| Jan 22, 2026 | RC EquipmentShare Growth VI L.P. became a 10% owner |
| Jan 22, 2026 | Neil Chheda became a 10% owner |
| Jan 22, 2026 | Naveen Bhatia became a director |
| Jan 22, 2026 | Mark Wopata became EVP, Finance & Chief Data Off. |
| Jan 22, 2026 | Madoda Engala LLC became a 10% owner |
| Jan 22, 2026 | John Weinstein became a director |
| Jan 22, 2026 | Jennifer Giacomazza became a director |
| Jan 22, 2026 | Jabbok Schlacks became a director |
| Jan 22, 2026 | Jabbok Schlacks became Co-Founder & CEO |
| Jan 22, 2026 | Henry Yeagley became a director |
| Jan 22, 2026 | David Marquardt became CFO & Chief Accounting Officer |
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.
EQPT Proposed Insider Sales (Form 144)
Latest: 2026-08-18
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
4 filings
· $45.4M notice value
· 2 unique filers
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. 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:
Romulus Capital III, L.P. (2, $26.7M) · Romulus Capital II, L.P. (2, $18.7M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-18 | Romulus Capital III, L.P. | 10% Stockholder | 1,281,408 | $26.42M | 2026-08-18 | Wells Fargo Clearing Services | — | EDGAR |
| 2026-08-18 | Romulus Capital II, L.P. | 10% Stockholder | 889,624 | $18.34M | 2026-08-18 | Wells Fargo Clearing Services | — | EDGAR |
| 2026-08-14 | Romulus Capital III, L.P. | 10% Stockholder | 15,000 | $315.9K | 2026-08-14 | Wells Fargo Clearing Services | — | EDGAR |
| 2026-08-14 | Romulus Capital II, L.P. | 10% Stockholder | 15,000 | $315.9K | 2026-08-14 | Wells Fargo Clearing Services | — | 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
30 ETFs hold EQPT
25 shown · $213.37M total exposure · 0.01% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $71.8M | — | 2026-09-30 |
| 2 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.03% | $50.7M | — | 2026-09-30 |
| 3 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.06% | $28.2M | — | 2026-09-30 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.03% | $25.8M | — | 2026-09-30 |
| 5 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.06% | $18.1M | $31.4B | 2026-10-20 |
| 6 | TMSL T. Rowe Price Small-Mid Cap ETF | Nport | 0.20% | $5.5M | — | 2026-06-30 |
| 7 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.01% | $3.0M | — | 2026-05-31 |
| 8 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $2.6M | $97.4B | 2026-10-20 |
| 9 | SMLF iShares U.S. Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.05% | $2.0M | $4.2B | 2026-10-20 |
| 10 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.01% | $1.7M | — | 2026-05-31 |
| 11 | IPO Renaissance IPO ETF | Nport | 0.66% | $1.2M | — | 2026-06-30 |
| 12 | ONEQ Fidelity Nasdaq Composite Index ETF | Fidelity | 0.01% | $807,908 | $10.9B | 2026-10-20 |
| 13 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.01% | $442,556 | $3.1B | 2026-10-20 |
| 14 | SCHB Schwab U.S. Broad Market ETF | Nport | 0.00% | $416,800 | — | 2026-05-31 |
| 15 | FIDU Fidelity MSCI Industrials Index ETF | Fidelity | 0.01% | $264,436 | $2.2B | 2026-10-20 |
| 16 | BBSC JPMorgan BetaBuilders U.S. Small Cap Equity ETF | JPMorgan | 0.03% | $214,905 | $729.1M | 2026-10-21 |
| 17 | ISCG iShares Morningstar Small-Cap Growth ETF | iShares (BlackRock) | 0.02% | $208,322 | $959.5M | 2026-10-20 |
| 18 | BKSE BNY Mellon US Small Cap Core Equity ETF | Nport | 0.12% | $106,125 | — | 2026-07-31 |
| 19 | AIMS Acuitas Small Cap Active ETF | Nport | 0.11% | $97,828 | — | 2026-06-30 |
| 20 | RFLR Innovator U.S. Small Cap Managed Floor ETF | Innovator | 0.09% | $88,698 | $94.3M | 2026-10-21 |
| 21 | AVUS Avantis U.S. Equity ETF | Avantis | 0.00% | $59,389 | $14.8B | 2026-10-20 |
| 22 | SMLL Harbor Active Small Cap ETF | Nport | 0.28% | $39,038 | — | 2026-07-31 |
| 23 | WSML iShares MSCI World Small-Cap ETF | iShares (BlackRock) | 0.01% | $36,832 | $661.0M | 2026-10-20 |
| 24 | ISCB iShares Morningstar Small-Cap ETF | Nport | 0.01% | $35,231 | — | 2026-07-31 |
| 25 | MSML iShares MSCI USA Small-Cap ETF | iShares (BlackRock) | 0.01% | $32,822 | $273.8M | 2026-10-20 |
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
—
TTM Revenue
—
TTM Net Income
—
TTM Op. Cash Flow
—
Quarterly figures (1 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '26 | 2026-03-31 | $989.00M | $-41.00M | $-0.20 | $-200.00M |
Q1 2026 • period ending 2026-03-31 • filed 2026-05-14
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
15.05M
SI % of Float
12.47%
Days to Cover
3.28
Short Vol Ratio
45.0%
Free Float
120.61M
Float %
55.9%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-14