Samsara Inc.(IOT)

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

IOT iron condor setups IOT expected move IOT IV rank history IOT Fibonacci levels

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.

IOT $31.49 —
Snapshot
$31.49
After hours $31.38 -0.35%
52-Week Range
$23.38 – $47.47
YTD
-7.16%
IV Rank (30D)
38.45
Straddle Price
$4.43
P/C Vol Ratio
0.11
Market Cap
$19.4B
Fair Value
MODEL: SHORT

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.60%
Beta vs SPY1.00
Cost of Equity (CAPM)10.10% (VRP-adj)
WACC10.00%
Volatility Risk Premium+23.0pp (IV − HV30), ERP adj +50bps
Effective Tax Rate18.3%
Rev. Growth (YoY, DCF input)+22.3%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.2B
Return on Equity (TTM)3.8%
Book / Price7.8%
Gross Margin (TTM)76.2%
FCF Margin (TTM)13.6%
Debt / Equity0.00
Quality Score4/6 — high quality (12y DCF)
SMA 50$33.35 (Market Anchor value)
SMA 20 / Bollinger Mid$35.22
Bollinger Width / SMA2085.3% (drives anchor stability)
Net Debt$-0.2B
Market Cap$19B
Peers used for multiples: AVGO, CRWD, GOOGL, META, MSFT, NET, NVDA, SNOW
Model Conviction
32%
20-Day Fair Value
≈ by Aug 21, 2026
$30.70
α -2.5% rank 56%
40-Day Fair Value
≈ by Sep 21, 2026
$29.48
α -6.4% rank 56%
60-Day Fair Value
≈ by Oct 20, 2026
$30.30
α -3.8% rank 56%
MethodImplied PriceWeightDetail
DCF $19.41 30%
DDM (Gordon) n/a 0%
Peer P/E $2.62 7% median 26.4× · 5 peers
Peer EV/EBITDA $1.22 9% median 30.3× · 7 peers
Peer P/B $60.68 12% median 23.3× · 8 peers
Peer P/S $63.25 12% median 19.3× · 8 peers
Market Anchor (SMA50) $33.35 0% stability 0% (BB-width)
Options Expected (B-L 30d) $35.21 30% 23 strikes · skew -0.04
As of 2026-07-23 · updated
Info
Industry (SIC)
SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN (7373)
Exchange
XNYS
Market Cap
$19.4B

Samsara Inc provides an end-to-end solution for operations. The company's Connected Operations Platform consolidates data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and makes it easy for organizations to access, analyze, and act on data insights using its cloud dashboard, custom alerts and reports, mobile apps, and workflows. The company derives almost all of its revenue from subscription services. Geographically, it derives a majority of its revenue from the United States. The company's customers range from small and medium-sized businesses to st…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan -4.42% 5
Feb +5.54% 5
Mar +4.38% 5
Apr -6.82% 5
May +6.74% 5
Jun +3.32% 5
Jul +6.33% 5
Aug -1.90% 4
Sep -0.82% 4
Oct +0.09% 4
Nov +1.34% 4
Dec -2.58% 5
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators
SMA 20: $35.23
SMA 50: $33.40
SMA 200: $33.62
Current: $31.49
EMA 12: $35.38
EMA 26: $34.85
MACD: 0.5258 | Signal: -0.5187
BULLISH
ADX (14): 18.16
RANGE
+DI: 19.84
−DI: 29.69
Momentum Oscillators
RSI (14): 38.23
NEUTRAL
Stoch %K: 16.28
Stoch %D: 45.40
Williams %R: -99.75
Volume & Volatility
BB Upper: $40.49
BB Lower: $29.97
NEUTRAL
OBV: -69,614,431
Vol SMA 20: 5,677,082
Vol ROC: 23.35%
ATR: $2.28
True Range: $2.72
HV 20: 69.2%
HV 30: 59.6%
HV 60: 61.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-07-25T00:00:00 – 2026-07-23T00:00:00
AI Analysis

LLM Stock Analysis Report: IOT

Executive Summary

BULLISH (Confidence Level: 7/10)

Key drivers:

  • Technical indicators suggest a bullish momentum with MACD and RSI in buy zones
  • Recent news headlines are mostly positive, highlighting the company's potential for growth in AI demand

Primary risks:

  • High volatility as measured by beta and historical volatility
  • Options market pricing suggests a possible $4.93 move by expiration, which may be challenging to achieve

Investment thesis: IOT has the potential for long-term growth driven by increasing demand for AI solutions.

Recent news sentiment impact: The positive news headlines have contributed to the bullish momentum, but it's essential to monitor any negative news that could affect the stock price.

Technical Analysis

Trend Direction: Short-term - Bullish (1-4 weeks), Medium-term - Neutral (1-3 months), Long-term - Bullish (3-12 months)

Support/Resistance Levels:

  • Upper Bollinger Band: $40.51
  • Middle Line (SMA 50): $33.35
  • Lower Bollinger Band: $29.93

Momentum Signals:

  • RSI interpretation: Neutral (43.52), not overbought or oversold
  • MACD signal: Bullish, with a strong buy signal above the signal line
  • Bollinger Bands position: Neutral, with no clear signals of mean reversion or breakout
  • Volume Analysis: Increasing volume suggests institutional interest and potential for further price appreciation

News & Sentiment Analysis

Recent Headlines Summary: The news headlines are predominantly positive, highlighting the company's growth potential in AI demand.

Sentiment Assessment: Positive (aggregate sentiment)

Catalyst Identification: Upcoming earnings report could provide additional insights into the company's growth prospects and potentially drive price movements.

Market Narrative: The recent news headlines align with the bullish technical signals, suggesting a continued upward trend.

Risk & Volatility Assessment

Beta Interpretation: High risk relative to the market (beta >1.14)

Volatility Regime: Above-average volatility

Options Market Signals:

  • IV rank: Medium (29.5%)
  • Put/call ratio: 0.57, indicating bullish sentiment
  • Unusual activity: No clear signals of insider buying or selling

Downside Protection: The support levels at $33.35 and $29.93 could provide some downside protection.

Market Context & Positioning

Sector Performance: IOT's performance is relatively strong compared to the sector and market.

Institutional Activity: Increasing volume suggests institutional interest and potential for further price appreciation.

Correlation Analysis: The stock has a moderate correlation with the market (R-squared = 0.24), indicating some independence from broader market trends.

Relative Valuation: IOT is trading within its historical range, suggesting that the current price level may be relatively attractive.

Key Levels & Action Items

Critical Price Levels:

  • Support: $33.35
  • Resistance: $40.51

Breakout/Breakdown Levels:

  • Breakout above $40.51 could indicate a strong upward trend
  • Breakdown below $29.93 could signal a bearish reversal

Time-Sensitive Catalysts: Upcoming earnings report and product launches may drive price movements.

Risk Management: Stop-loss levels should be set at $30.62 to limit potential losses in case of a downturn.

Overall, IOT presents an attractive investment opportunity with its strong technical signals and positive news headlines. However, the high volatility and risk associated with this stock make it essential to monitor the situation closely and adjust the investment thesis accordingly.

Generated
Earnings History
4 of 6 under expected move
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-09-05 After-Close 16.59% 6.83% 0.41x Within
2025-06-05 After-Close 13.37% 5.47% 0.41x Within
2025-09-04 After-Close 13.55% 17.37% 1.28x Exceeded
2025-12-04 After-Close 14.40% 10.78% 0.75x Within
2026-03-05 After-Close 15.57% 18.12% 1.16x Exceeded
2026-06-04 After-Close 16.52% 0.82% 0.05x Within
Options Activity
IV Rank (30D)
38.45
IV Rank (7D)
84.27
Avg IV
85.5%
Straddle (30D)
$4.43
Straddle (7D)
$2.48
P/C Volume
0.11
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
1.17
Correlation (SPY)
24.7%
R²
0.06
Ann. Volatility
60.1%
SPY Volatility
12.7%

Above average volatility - stock moves with market amplification

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 579,633,597 (as of 2026-05-02)

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.

560 filers372,971,385 shares$10.76B value64.35% of float
# Filer Shares Value % of Total % of Float Period
1 BAILLIE GIFFORD & CO 57,523,792 $1.82B 16.95% 9.92% 2026-03-31
2 VANGUARD GROUP INC Custodian 33,134,549 $1.17B 10.92% 5.72% 2025-12-31
3 FMR LLC Custodian 23,774,108 $753.40M 7.00% 4.10% 2026-03-31
4 BlackRock, Inc. Custodian 22,331,219 $707.68M 6.58% 3.85% 2026-03-31
5 MORGAN STANLEY Custodian 19,068,362 $675.97M 6.28% 3.29% 2025-12-31
6 SANDS CAPITAL MANAGEMENT, LLC 15,657,744 $496.19M 4.61% 2.70% 2026-03-31
7 BROWN ADVISORY INC 10,098,893 $320.03M 2.98% 1.74% 2026-03-31
8 GOLDMAN SACHS GROUP INC Custodian 9,700,256 $307.40M 2.86% 1.67% 2026-03-31
9 WELLINGTON MANAGEMENT GROUP LLP Custodian 8,513,684 $269.80M 2.51% 1.47% 2026-03-31
10 STATE STREET CORP 7,263,466 $230.18M 2.14% 1.25% 2026-03-31
11 GEODE CAPITAL MANAGEMENT, LLC Custodian 6,579,008 $207.95M 1.93% 1.14% 2026-03-31
12 a16z Perennial Management, L.P. 5,989,876 $189.82M 1.76% 1.03% 2026-03-31
13 BAMCO INC /NY/ 5,119,835 $162.25M 1.51% 0.88% 2026-03-31
14 WESTFIELD CAPITAL MANAGEMENT CO LP 5,072,821 $160.76M 1.49% 0.88% 2026-03-31
15 1832 Asset Management L.P. 4,325,300 $137.07M 1.27% 0.75% 2026-03-31
16 Jordan Park Trust Co LLC 3,833,929 $121.50M 1.13% 0.66% 2026-03-31
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,544,157 $112.31M 1.04% 0.61% 2026-03-31
18 JANE STREET GROUP, LLC Custodian 3,350,326 $106.17M 0.99% 0.58% 2026-03-31
19 Spyglass Capital Management LLC 2,946,646 $93.38M 0.87% 0.51% 2026-03-31
20 NORDEA INVESTMENT MANAGEMENT AB 2,885,236 $89.18M 0.83% 0.50% 2026-03-31
21 UBS Group AG Custodian 2,794,487 $88.56M 0.82% 0.48% 2026-03-31
22 BANK OF AMERICA CORP /DE/ Custodian 2,710,202 $85.89M 0.80% 0.47% 2026-03-31
23 CITADEL ADVISORS LLC Custodian 2,516,132 $79.74M 0.74% 0.43% 2026-03-31
24 NORTHERN TRUST CORP Custodian 2,159,710 $68.44M 0.64% 0.37% 2026-03-31
25 Freestone Grove Partners LP 2,157,361 $68.37M 0.64% 0.37% 2026-03-31
21 filers$192.16M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $94.88M 49.38% 2026-03-31
2 CITADEL ADVISORS LLC Custodian $23.23M 12.09% 2026-03-31
3 IMC-Chicago, LLC Custodian $15.31M 7.97% 2026-03-31
4 JANE STREET GROUP, LLC Custodian $13.02M 6.78% 2026-03-31
5 WOLVERINE TRADING, LLC Custodian $9.03M 4.70% 2025-09-30
6 SIMPLEX TRADING, LLC Custodian $7.00M 3.64% 2026-03-31
7 GROUP ONE TRADING LLC Custodian $5.91M 3.08% 2026-03-31
8 Cubist Systematic Strategies, LLC $5.13M 2.67% 2025-09-30
9 MILLENNIUM MANAGEMENT LLC Custodian $3.25M 1.69% 2026-03-31
10 BARCLAYS PLC Custodian $2.85M 1.48% 2026-03-31
11 Squarepoint Ops LLC $2.49M 1.30% 2026-03-31
12 Walleye Capital LLC $2.45M 1.28% 2026-03-31
13 Walleye Trading LLC $2.41M 1.25% 2026-03-31
14 CAPITAL FUND MANAGEMENT S.A. $1.71M 0.89% 2026-03-31
15 Arkadios Wealth Advisors $1.17M 0.61% 2026-03-31
16 Twin Tree Management, LP $979.22K 0.51% 2026-03-31
17 TUDOR INVESTMENT CORP ET AL $636.97K 0.33% 2026-03-31
18 UBS Group AG Custodian $361.27K 0.19% 2026-03-31
19 Alphadyne Asset Management LP $272.53K 0.14% 2026-03-31
20 Royal Fund Management, LLC $80.53K 0.04% 2026-03-31
21 Inspire Advisors, LLC $3.17K <0.01% 2026-03-31
22 filers$116.33M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $32.91M 28.29% 2026-03-31
2 JANE STREET GROUP, LLC Custodian $23.71M 20.38% 2026-03-31
3 WOLVERINE TRADING, LLC Custodian $12.71M 10.93% 2025-09-30
4 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC $9.51M 8.17% 2026-03-31
5 IMC-Chicago, LLC Custodian $6.54M 5.62% 2026-03-31
6 CITADEL ADVISORS LLC Custodian $5.56M 4.78% 2026-03-31
7 Cubist Systematic Strategies, LLC $5.08M 4.37% 2025-09-30
8 Twin Tree Management, LP $3.35M 2.88% 2026-03-31
9 GROUP ONE TRADING LLC Custodian $2.32M 2.00% 2026-03-31
10 Squarepoint Ops LLC $2.17M 1.87% 2026-03-31
11 D. E. Shaw & Co., Inc. Custodian $2.01M 1.72% 2026-03-31
12 Walleye Capital LLC $1.91M 1.64% 2026-03-31
13 Walleye Trading LLC $1.71M 1.47% 2026-03-31
14 CAPITAL FUND MANAGEMENT S.A. $1.45M 1.25% 2026-03-31
15 SIMPLEX TRADING, LLC Custodian $1.37M 1.18% 2026-03-31
16 TUDOR INVESTMENT CORP ET AL $1.21M 1.04% 2026-03-31
17 MILLENNIUM MANAGEMENT LLC Custodian $972.88K 0.84% 2026-03-31
18 MISSION WEALTH MANAGEMENT, LP $633.80K 0.54% 2026-03-31
19 a16z Perennial Management, L.P. $462.42K 0.40% 2026-03-31
20 Alphadyne Asset Management LP $367.60K 0.32% 2026-03-31
21 TWO SIGMA INVESTMENTS, LP $348.59K 0.30% 2026-03-31
22 JPMORGAN CHASE & CO Custodian $15.32K 0.01% 2026-03-31
Insider Activity
Latest: 2026-07-21
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-07-21 Benjamin Louis Kirchhoff CHIEF ACCOUNTING OFFICER Sell (S) −960 $37.70 -$36.2K EDGAR
2026-07-16 Benjamin Louis Kirchhoff CHIEF ACCOUNTING OFFICER Sell (S) −2,549 $37.82 -$96.4K EDGAR
2026-07-09 Sanjit Biswas CHIEF EXECUTIVE OFFICER Sell (S) −263,900 $36.65 -$9.67M EDGAR
2026-07-09 John Bicket SEE REMARKS Sell (S) −263,900 $36.66 -$9.67M EDGAR
2026-07-07 Adam Eltoukhy SEE REMARKS Sell (S) −3,653 $37.00 -$135.2K EDGAR
2026-07-02 Dominic Phillips SEE REMARKS Sell (S) −29,974 $33.32 -$998.8K EDGAR
2026-06-23 Adam Eltoukhy SEE REMARKS Sell (S) −1,614 $32.21 -$52.0K EDGAR
2026-06-18 John Bicket SEE REMARKS Mixed +2,292,366 — EDGAR
2026-06-18 Sanjit Biswas CHIEF EXECUTIVE OFFICER Mixed +1,840,452 — EDGAR
2026-06-17 Jonathan Chadwick Director Sell (S) −10,000 $33.47 -$334.7K EDGAR
2026-06-17 Dominic Phillips SEE REMARKS Tax (F) −38,963 $33.66 -$1.31M EDGAR
2026-06-17 Benjamin Louis Kirchhoff CHIEF ACCOUNTING OFFICER Mixed −3,486 $33.72 -$117.5K EDGAR
2026-06-17 Adam Eltoukhy SEE REMARKS Tax (F) −12,133 $33.66 -$408.4K EDGAR
2026-06-12 Dominic Phillips SEE REMARKS Mixed −7,754 $33.24 -$264.0K EDGAR
2026-06-12 Adam Eltoukhy SEE REMARKS Tax (F) −9,602 $33.62 -$322.8K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
41 insiders · @ $31.49
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Andreessen Horowitz LSV Fund I-B, L.P. 10%+ Owner 10,949,016 $344.78M $817.00M 3 2024-12-09
2 General Catalyst Group X - Endurance, L.P. 10%+ Owner 5,000,000 $157.45M -$12.74M 3 2024-09-17
3 AH Equity Partners 2022 Annual Fund, L.L.C. 10%+ Owner 3,482,521 $109.66M -$37.77M 3 2025-09-08
4 Marc L Andreessen Director 3,201,341 $100.81M -$108.35M 14 2026-06-12
5 General Catalyst Group VIII Supplemental, L.P. 10%+ Owner 3,000,000 $94.47M -$339.48M 1 2023-03-15
6 AH Equity Partners IV (Parallel), L.L.C. 10%+ Owner 2,639,238 $83.11M -$121.20M 2 2025-06-09
7 John Bicket SEE REMARKS 2,278,280 $71.74M -$600.76M 165 2026-07-09
8 GC Venture VIII-B, LLC 10%+ Owner 2,000,000 $62.98M $276.00M 1 2021-12-21
9 GC Venture VIII, LLC 10%+ Owner 2,000,000 $62.98M $0 3 2024-03-22
10 Dominic Phillips SEE REMARKS 1,914,700 $60.29M -$70.38M 60 2026-07-02
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-07-20
Last 30d: 9 filings · $82.7M notice value  ·  Last 90d: 14 filings · $162.2M notice value · 7 unique filers · 93% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Andreessen Marc L (1, $79.0M) · Biswas Sanjit (1, $39.1M) · Bicket John (1, $38.8M) · Phillips Family Trust (3, $4.4M) · JONATHAN CHADWICK (1, $337K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-07-20 Kirchhoff Benjamin Louis Officer 960 $36.2K 2026-07-20 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-07-15 Kirchhoff Benjamin Louis Officer 2,549 $96.4K 2026-07-15 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-07-14 Kirchhoff Benjamin Louis Officer 960 $29.9K 2026-06-18 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-07-07 Biswas Sanjit Officer, Director, 10% Stockholder 1,055,600 $39.06M 2026-07-07 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-07-07 Bicket John Officer, Director, 10% Stockholder 1,055,600 $38.82M 2026-07-07 Charles Schwab & Co., Inc. 10b5-1 EDGAR
2026-07-02 144/A Phillips Dominic Officer 35,485 $1.15M 2026-07-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-07-01 DOMINIC PHILLIPS Officer 46,758 $1.52M 2026-07-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-07-01 Phillips Family Trust Officer 53,726 $1.74M 2026-07-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-29 ADAM ELTOUKHY Officer 9,130 $284.3K 2026-06-29 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-22 ADAM ELTOUKHY Officer 1,614 $51.1K 2026-06-22 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.
Recent SEC Filings
Latest: 2026-06-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-04 0001628280-26-040788 EDGAR
2026-06-01 0001628280-26-039465 EDGAR
2026-05-01 0001193125-26-201457 EDGAR
2026-03-05 0001628280-26-015170 EDGAR
2026-01-06 0001628280-26-000886 EDGAR
2025-12-04 0001628280-25-055355 EDGAR
2025-09-04 0001642896-25-000070 EDGAR
2025-08-21 0001642896-25-000066 EDGAR
2025-07-31 0001628280-25-037009 EDGAR
2025-06-05 0001642896-25-000053 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-03-16 0001628280-26-018167 EDGAR
2025-03-25 0001642896-25-000022 EDGAR
2024-03-26 0001642896-24-000016 EDGAR
2023-03-21 0001642896-23-000016 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2025-12-09 0001628280-25-056069 EDGAR
2025-09-09 0001642896-25-000074 EDGAR
2025-06-10 0001642896-25-000058 EDGAR
2024-12-10 0001642896-24-000076 EDGAR
2024-09-10 0001642896-24-000064 EDGAR
2024-06-11 0001642896-24-000047 EDGAR
2023-12-05 0001642896-23-000087 EDGAR
2023-09-05 0001642896-23-000075 EDGAR
2023-06-06 0001642896-23-000060 EDGAR
2022-12-06 0001642896-22-000062 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio349.9
P/B Ratio12.9
P/S Ratio11.2
EV/EBITDA1305.6
TTM Revenue$1.7B
TTM Net Income$0.1B
TTM EPS$0.09
ROE3.8%