MQ Marqeta, Inc. Class A Common Stock

XNAS 17.01 Delayed
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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.

MQ $17.01 —
Key stats
$17.01
After hours $17.01 +0.00%
52-Week Range
$14.80 – $22.28
YTD
-8.35%
IV Rank (30D)
1.01
Straddle Price
$1.08
P/C Vol Ratio
5.73
Market Cap
$1.8B
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)5.18%
Beta vs SPY1.01
Cost of Equity (CAPM)10.75% (VRP-adj)
WACC10.60%
Volatility Risk Premium+44.7pp (IV − HV30), ERP adj +50bps
Effective Tax Rate7.6%
Rev. Growth (YoY, DCF input)+7.8%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.08 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.2B
Return on Equity (TTM)1.4%
Book / Price38.3% — banking bias active (P/B is primary)
Gross Margin (TTM)70.0%
FCF Margin (TTM)27.1%
Debt / Equity0.00
Quality Score3/6 — normal (10y DCF)
Market-Implied Growth-9.5% (reverse-DCF on current price)
SMA 50$16.51 (Market Anchor value)
SMA 20 / Bollinger Mid$16.27
Bollinger Width / SMA2063.5% (drives anchor stability)
Net Debt$-0.7B
Market Cap$2B
Peers used for multiples: FDX, KSS, TDC (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
21%
20-Day Fair Value
≈ by Oct 28, 2026
$15.97
α -6.1% rank 66%
40-Day Fair Value
≈ by Nov 26, 2026
$16.10
α -5.3% rank 66%
60-Day Fair Value
≈ by Dec 25, 2026
$16.59
α -2.5% rank 66%
MethodImplied PriceWeightDetail
DCF $34.45 43%
DDM (Gordon) n/a 0%
Peer P/E $0.89 10% median 7.5× · 3 peers
Peer EV/EBITDA $7.87 13% median 8.0× · 3 peers
Peer P/B $13.83 17% median 2.1× · 3 peers
Peer P/S $4.68 17% median 0.7× · 3 peers
Market Anchor (SMA50) $16.51 0% stability 0% (BB-width)
Options Expected (B-L 30d) $16.48 0% 7 strikes · skew +0.11
As of 2026-09-29 · updated
About
Industry (SIC)
SERVICES-PREPACKAGED SOFTWARE (7372)
Exchange
XNAS
Market Cap
$1.8B

Headquartered in Oakland, California, and founded in 2010, Marqeta provides its clients with a card-issuing platform that offers the infrastructure and tools necessary to offer digital, physical, and tokenized payment options without the need for a traditional bank. The company's open APIs are designed to allow third parties like DoorDash, Klarna, and Block to rapidly develop and deploy innovative card-based products and payment services without the need to develop the underlying technology. The company generates revenue primarily through processing and ATM fees for cards issued on its platfor…

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 -10.28% 5
Feb -0.01% 5
Mar -2.20% 5
Apr -4.59% 5
May +11.13% 5
Jun -3.99% 6
Jul +5.68% 6
Aug +1.02% 6
Sep -8.79% 6
Oct +7.01% 5
Nov -11.61% 5
Dec -3.02% 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: $16.30
SMA 50: $16.50
SMA 200: $16.76
Current: $17.01
EMA 12: $16.43
EMA 26: $16.34
MACD: 0.0847 | Signal: 0.1245
BEARISH
ADX (14): 10.51
RANGE
+DI: 28.65
−DI: 18.05

Momentum Oscillators

RSI (14): 59.91
NEUTRAL
Stoch %K: 90.80
Stoch %D: 80.80
Williams %R: -6.17

Volume & Volatility

BB Upper: $17.20
BB Lower: $15.40
NEUTRAL
OBV: 40,755,249
Vol SMA 20: 799,314
Vol ROC: 134.07%
ATR: $0.50
True Range: $0.31
HV 20: 30.9%
HV 30: 27.9%
HV 60: 42.0%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-01T00:00:00 – 2026-09-29T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (6/10)

Key Drivers:

  • Technical indicators suggest a range-bound market with possible short-term upward momentum
  • Recent news headlines are mixed, but overall sentiment is neutral
  • Risk profile indicates low volatility and relatively stable market behavior

Primary Risks:

  • Short-term bearish crossover in MACD could trigger a pullback
  • Negative news sentiment from the past few months still affects investor perception

Investment Thesis: MQ is likely to continue trading within its current range, with possible short-term upward momentum. However, the company's risk profile and mixed news sentiment create uncertainty around long-term prospects.

Recent News Sentiment Impact: The recent positive headline about Marqeta's brand protection services may provide a short-term boost, while the negative analyst warnings from last year still linger in investors' minds.

Technical Analysis

Trend Direction:

  • Short-term: Neutral (range-bound)
  • Medium-term: Uptrend (SMA 50 above SMA 200)
  • Long-term: Neutral (SMA 200 stable)

Support/Resistance Levels:

  • Resistance: $17.01 (Bollinger Band Upper)
  • Support: $15.27 (Bollinger Band Lower)

Momentum Signals:

  • RSI interpretation: Neutral (51.82%)
  • MACD signal: Bearish crossover
  • Bollinger Bands position: Squeeze

Volume Analysis:

  • Volume SMA 20: Decreasing (-24.74% Volume Rate of Change)
  • Institutional interest signals: Low volatility and relatively stable market behavior

News & Sentiment Analysis

Recent Headlines Summary:

  1. New Strong Buy Stocks for September 4th (Zacks Investment Research, 2026-09-04) - Positive
  2. Marqeta Director Cuts Stake by Half: What Investors Should Know (The Motley Fool, 2026-05-06) - Neutral
  3. Kuehn Law Encourages Investors of Marqeta, Inc. to Contact Law Firm (GlobeNewswire Inc., 2026-04-23) - Negative
  4. Marq Launches to Help Small Businesses Protect Their Brands with Attorney-Led Trademark Services (GlobeNewswire Inc., 2025-12-23) - Positive
  5. Analyst Warns Of 2026 Downside For PayPal, Marqeta Stocks: Here's Why (Benzinga, 2025-10-13) - Negative
  6. MARQETA INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. is Investigating Marqeta, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm (GlobeNewswire Inc., 2025-07-31) - Negative

Sentiment Assessment: Aggregate news sentiment is neutral, with two positive headlines and four negative ones.

Catalyst Identification:

  • No imminent catalysts or earnings dates available
  • Regulatory changes could impact the company's brand protection services

Market Narrative: The mixed news sentiment creates uncertainty around MQ's long-term prospects. The recent positive headline about Marqeta's brand protection services may provide a short-term boost, but the overall market narrative remains neutral.

Risk & Volatility Assessment

Risk Profile:

  • Beta: 0.64 (low risk relative to SPY)
  • Alpha: -0.43 (below-average performance)
  • Correlation: 0.20 (low correlation with market)

Volatility Regime: Current volatility is low compared to historical levels.

Options Market Signals:

  • IV Rank: 0.0% (Low - shows if volatility is historically high/low)
  • Current IV: 70.6%
  • Expected Move: $1.68 (42 DTE), 7-DTE: $1.35

Downside Protection: Support levels: $15.27 (Bollinger Band Lower)

Market Context & Positioning

Sector Performance: MQ's sector performance is neutral, with the payment processing industry experiencing moderate growth.

Institutional Activity: Low institutional interest signals a relatively stable market and no significant buying or selling pressure.

Correlation Analysis: MQ's correlation with the SPY is low (0.20), indicating that it moves independently of the broader market.

Relative Valuation: MQ is trading within its historical range, suggesting moderate value compared to its peers.

Key Levels & Action Items

Critical Price Levels:

  • Resistance: $17.01 (Bollinger Band Upper)
  • Support: $15.27 (Bollinger Band Lower)

Breakout/Breakdown Levels:

  • Breakout level: No clear levels available
  • Breakdown level: No clear levels available

Time-Sensitive Catalysts: No imminent catalysts or earnings dates available

Risk Management: Stop-loss levels and position sizing considerations are crucial, given the mixed news sentiment and low volatility.

Generated
Earnings History
7 of 8 under expected move
Avg Expected Move
21.26%
Avg Actual Move
15.05%
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
2024-11-04 After-Close 55.33% 42.52% 0.77x Within
2025-02-26 After-Close 22.44% 21.08% 0.94x Within
2025-05-07 After-Close 12.27% 9.38% 0.76x Within
2025-08-06 After-Close 13.48% 18.78% 1.39x Exceeded
2025-11-05 After-Close 19.61% 6.32% 0.32x Within
2026-02-24 After-Close 15.04% 7.46% 0.50x Within
2026-05-05 After-Close 16.74% 7.70% 0.46x Within
2026-08-04 After-Close 15.19% 7.13% 0.47x Within
Options Activity
IV Rank (30D)
1.01
IV Rank (7D)
1.01
Avg IV
67.0%
Straddle (30D)
$1.08
Straddle (7D)
$1.08
P/C Volume
5.73
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)
0.62
Correlation (SPY)
19.5%
R²
0.04
Ann. Volatility
41.3%
SPY Volatility
13.0%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 110,727,750 (as of 2026-06-30)

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.

221 filers544,970,813 shares$2.47B value492.17% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 75,030,712 $356.40M 14.43% 67.76% 2025-12-31
2 BlackRock, Inc. Custodian 54,911,072 $222.94M 9.02% 49.59% 2026-06-30
3 Vitruvian Partners LLP 13,706,366 $222.59M 9.01% 12.38% 2026-06-30
4 PRICE T ROWE ASSOCIATES INC /MD/ 45,481,645 $184.66M 7.47% 41.08% 2026-06-30
5 VANGUARD PORTFOLIO MANAGEMENT LLC 35,167,602 $142.78M 5.78% 31.76% 2026-06-30
6 VANGUARD CAPITAL MANAGEMENT LLC 33,347,014 $135.39M 5.48% 30.12% 2026-06-30
7 WELLINGTON MANAGEMENT GROUP LLP Custodian 27,774,624 $112.76M 4.56% 25.08% 2026-06-30
8 T. Rowe Price Investment Management, Inc. 25,410,871 $103.17M 4.18% 22.95% 2026-06-30
9 RENAISSANCE TECHNOLOGIES LLC 24,839,064 $100.85M 4.08% 22.43% 2026-06-30
10 Capital World Investors 22,248,032 $90.33M 3.66% 20.09% 2026-06-30
11 GEODE CAPITAL MANAGEMENT, LLC Custodian 18,933,086 $79.16M 3.20% 17.10% 2026-06-30
12 STATE STREET CORP 18,799,870 $76.33M 3.09% 16.98% 2026-06-30
13 North Reef Capital Management LP 15,800,000 $64.15M 2.60% 14.27% 2026-06-30
14 JACOBS LEVY EQUITY MANAGEMENT, INC 11,563,828 $46.95M 1.90% 10.44% 2026-06-30
15 BALYASNY ASSET MANAGEMENT L.P. 6,711,972 $27.25M 1.10% 6.06% 2026-06-30
16 NORTHERN TRUST CORP Custodian 6,637,276 $26.95M 1.09% 5.99% 2026-06-30
17 CONGRESS ASSET MANAGEMENT CO 1,592,210 $25.86M 1.05% 1.44% 2026-06-30
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 6,177,018 $25.08M 1.02% 5.58% 2026-06-30
19 GOLDMAN SACHS GROUP INC Custodian 5,940,178 $24.12M 0.98% 5.36% 2026-06-30
20 Arnhold LLC 5,882,874 $23.88M 0.97% 5.31% 2026-06-30
21 VANGUARD FIDUCIARY TRUST CO 5,261,754 $21.36M 0.86% 4.75% 2026-06-30
22 HRT FINANCIAL LP 4,948,770 $20.09M 0.81% 4.47% 2026-06-30
23 ZWJ INVESTMENT COUNSEL INC 4,110,822 $16.69M 0.68% 3.71% 2026-06-30
24 Qube Research & Technologies Ltd 4,101,896 $16.65M 0.67% 3.70% 2026-06-30
25 NORDEA INVESTMENT MANAGEMENT AB 3,912,512 $15.67M 0.63% 3.53% 2026-06-30
9 filers$6.26M notional
# Filer Notional Value % of Total Period
1 GROUP ONE TRADING LLC Custodian $1.61M 25.64% 2026-06-30
2 Galaxy Group Investments LLC $1.14M 18.15% 2024-12-31
3 CITADEL ADVISORS LLC Custodian $969.53K 15.48% 2026-06-30
4 Walleye Trading LLC $873.71K 13.95% 2026-06-30
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $525.36K 8.39% 2026-06-30
6 JANE STREET GROUP, LLC Custodian $423.86K 6.77% 2026-06-30
7 WOLVERINE TRADING, LLC Custodian $255.96K 4.09% 2025-09-30
8 SIMPLEX TRADING, LLC Custodian $253.34K 4.04% 2026-06-30
9 IMC-Chicago, LLC Custodian $219.65K 3.51% 2026-06-30
7 filers$1.40M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $505.06K 36.10% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $393.82K 28.15% 2026-06-30
3 WOLVERINE TRADING, LLC Custodian $270.00K 19.30% 2025-09-30
4 GROUP ONE TRADING LLC Custodian $113.68K 8.13% 2026-06-30
5 IMC-Chicago, LLC Custodian $83.64K 5.98% 2026-06-30
6 SIMPLEX TRADING, LLC Custodian $23.14K 1.65% 2026-06-30
7 Walleye Trading LLC $9.74K 0.70% 2026-06-30
Insider Activity
Latest: 2026-09-18
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
2026-09-18 Martha Cummings Director Sell (S) −713 $16.01 -$11.4K EDGAR
2026-09-16 Crystal Sumner See Remarks Sell (S) −1,250 $16.39 -$20.5K EDGAR
2026-09-16 Eugenia Gibbons Chief Product Officer Grant (A) +585,721 RSU — EDGAR
2026-09-16 Jason M. Gardner Director Conv (C) +270,000 — EDGAR
2026-09-03 Michael Milotich Chief Executive Officer Mixed +36,934 $16.17 -$725.0K EDGAR
2026-09-03 Todd Pollak Chief Revenue Officer Mixed +23,799 $16.17 -$468.2K EDGAR
2026-09-03 Crystal Sumner See Remarks Mixed +22,664 $16.17 -$445.5K EDGAR
2026-09-02 Crystal Sumner See Remarks Sell (S) −1,250 $16.27 -$20.3K EDGAR
2026-08-21 Jason M. Gardner Director Gift (G) — — EDGAR
2026-08-17 Martha Cummings Director Sell (S) −713 $16.47 -$11.7K EDGAR
2026-07-24 R. Mark Graf Director Exer (M) +6,447 — EDGAR
2026-07-16 Martha Cummings Director Sell (S) −713 $16.22 -$11.6K EDGAR
2026-07-02 Elaine Paul Director — — — EDGAR
2026-07-02 Lukasz Strozek Chief Technology Officer Grant (A) +2,412,692 RSU — EDGAR
2026-07-02 Lukasz Strozek Chief Technology Officer — — — 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
25 insiders · @ $17.01
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 83North II Manager, Ltd. 10%+ Owner 13,572,401 $230.87M -$209.39M 1 2021-11-17
2 Jason M. Gardner Director 3,826,343 $65.09M -$16.51M 16 2026-09-16
3 Simon Khalaf Chief Executive Officer 814,955 $13.86M $0 9 2024-12-03
4 Michael Milotich Chief Executive Officer 364,873 $6.21M $0 24 2026-09-03
5 Christopher McKay Director 239,739 $4.08M $0 3 2022-05-31
6 Todd Pollak Chief Revenue Officer 207,788 $3.53M -$1.04M 20 2026-09-03
7 GODFREY SULLIVAN Director 200,000 $3.40M $1.18M 7 2025-06-16
8 Crystal Sumner See Remarks 168,895 $2.87M -$510.0K 28 2026-09-16
9 ICONIQ Strategic Partners III GP, L.P. 10%+ Owner 143,245 $2.44M $48.00M 1 2021-06-15
10 Helen Riley Director 99,999 $1.70M $0 6 2025-06-16
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: 2026-09-16
Last 30d: 2 filings · $94K notice value  ·  Last 90d: 3 filings · $398K notice value · 3 unique filers · 100% under 10b5-1 plans

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

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

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

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

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

Top 90-day filers: TODD POLLAK (1, $304K) · CRYSTAL SUMNER (1, $82K) · MARTHA CUMMINGS (1, $11K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-16 MARTHA CUMMINGS Director 713 $11.5K 2026-09-16 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-09-01 CRYSTAL SUMNER Officer 5,000 $82.1K 2026-09-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-07-01 TODD POLLAK Officer 18,750 $304.5K 2026-07-01 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-12 NAJUMA ATKINSON Director 10,889 $41.2K 2026-06-12 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-12 Laura Elaine Paul Director 18,148 $68.6K 2026-06-12 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-12 MARTHA CUMMINGS Director 20,536 $77.6K 2026-06-12 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-04-21 Laura Elaine Paul Director 17,452 $77.8K 2026-04-21 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-04-20 NAJUMA ATKINSON Director 9,259 $40.6K 2026-04-20 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-03-16 MARTHA CUMMINGS Director 8,559 $34.0K 2026-03-16 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-03-16 CRYSTAL SUMNER Officer 20,222 $80.3K 2026-03-16 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.
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 Ratio212.6
P/B Ratio2.5
P/S Ratio2.6
EV/EBITDA51.3
TTM Revenue$0.7B
TTM Net Income$0.0B
TTM EPS$0.08
ROE1.4%