Procore Technologies, Inc.(PCOR)

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

PCOR iron condor setups PCOR expected move PCOR IV rank history PCOR Fibonacci levels PCOR 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.

PCOR $49.49 —
Snapshot
$49.49
52-Week Range
$38.03 – $82.31
YTD
-29.33%
IV Rank (30D)
33.2
Straddle Price
$4.75
P/C Vol Ratio
2.49
Market Cap
$7.5B
Fair Value
MODEL: LONG

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

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.96%
Beta vs SPY1.34
Cost of Equity (CAPM)12.35% (VRP-adj)
WACC12.24%
Volatility Risk Premium+34.1pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+10.9%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.3B
Return on Equity (TTM)-3.0%
Book / Price16.1%
Gross Margin (TTM)79.8%
FCF Margin (TTM)25.3%
Debt / Equity0.02
Quality Score4/6 — high quality (12y DCF)
Market-Implied Growth+13.8% (reverse-DCF on current price)
SMA 50$54.83 (Market Anchor value)
SMA 20 / Bollinger Mid$55.64
Bollinger Width / SMA2059.0% (drives anchor stability)
Net Debt$-0.4B
Market Cap$7B
Peers used for multiples: DDOG, NOW, NVDA, PAYC, SHOP, SNOW, TWLO, WDAY
Model Conviction
38%
20-Day Fair Value
≈ by Oct 26, 2026
$49.12
α -0.8% rank 35%
40-Day Fair Value
≈ by Nov 24, 2026
$51.07
α +3.2% rank 51%
60-Day Fair Value
≈ by Dec 23, 2026
$51.61
α +4.3% rank 45%
MethodImplied PriceWeightDetail
DCF $42.13 24%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 38.9× · 7 peers
Peer EV/EBITDA $6.05 7% median 54.7× · 7 peers
Peer P/B $127.48 9% median 16.0× · 8 peers
Peer P/S $118.83 9% median 11.8× · 8 peers
Market Anchor (SMA50) $54.83 32% stability 67% (BB-width)
Options Expected (B-L 30d) $49.02 19% 16 strikes · skew +0.46
As of 2026-09-25 · updated
Info
Industry (SIC)
SERVICES-PREPACKAGED SOFTWARE (7372)
Exchange
XNYS
Market Cap
$7.5B

Procore Technologies Inc is a cloud-based construction management software company. It generates revenue through subscriptions for access to its software products. The company's products include Design Coordination, BIM, Field Productivity, Project Financials, Invoice Management, Portfolio Financials, Capital Planning, Accounting Integrations, and Analytics. The software products are hosted on its cloud-based SaaS construction management platform. Subscriptions are sold for a fixed fee and revenue is recognized ratably over the term of the subscription.

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 -4.32% 5
Feb +3.32% 5
Mar -3.37% 5
Apr -7.05% 5
May -3.98% 6
Jun -2.48% 6
Jul +11.98% 6
Aug -2.62% 6
Sep -3.11% 6
Oct -0.78% 5
Nov -2.25% 5
Dec -0.04% 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: $54.93
SMA 50: $54.92
SMA 200: $55.47
Current: $49.60
EMA 12: $52.19
EMA 26: $54.10
MACD: -1.9057 | Signal: -0.7583
BEARISH
ADX (14): 26.08
TREND
+DI: 15.85
−DI: 33.31

Momentum Oscillators

RSI (14): 35.34
NEUTRAL
Stoch %K: 14.89
Stoch %D: 12.60
Williams %R: -81.79

Volume & Volatility

BB Upper: $63.64
BB Lower: $46.23
NEUTRAL
OBV: 27,646,716
Vol SMA 20: 2,397,925
Vol ROC: -70.53%
ATR: $2.35
True Range: $1.21
HV 20: 44.8%
HV 30: 47.2%
HV 60: 51.1%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis

LLM Stock Analysis Report

SYMBOL: PCOR

Executive Summary BULLISH (Confidence Level: 8/10)

  • Key drivers: Strong technical momentum, positive news sentiment, and moderate volatility
  • Primary risks: Potential for mean reversion or a pullback if the stock's recent gains are unsustainable
  • Investment thesis: PCOR is poised to continue its upward trend due to its strong technical indicators and positive market sentiment.
  • Recent news sentiment impact: Positive news headlines have contributed to the stock's recent price increase.

Technical Analysis Trend Direction: Bullish (Short-term), Medium-term, and Long-term

  • Support/Resistance Levels:
    • Upper Bollinger Band: $65.48
    • Middle Bollinger Band: $59.75
    • Lower Bollinger Band: $54.03
  • Momentum Signals:
    • RSI interpretation: Neutral (68.21), indicating a pause or consolidation phase
    • MACD signal: Bullish (3.54 / Signal: -0.16 / Histogram: 3.70)
    • Bollinger Bands position: Squeeze

News & Sentiment Analysis Recent Headlines Summary: The news headlines highlight PCOR's strong growth prospects, partnerships, and industry trends, contributing to the stock's positive sentiment.

Sentiment Assessment: Positive (Average sentiment score: 2/3)

Catalyst Identification:

  • Upcoming events: Earnings release in Q4
  • Product launches: New software updates and services
  • Regulatory changes: Construction technology advancements and adoption

Market Narrative: The news aligns with the technical signals, indicating a strong upward trend. However, there is some risk of mean reversion or a pullback if the stock's recent gains are unsustainable.

Risk & Volatility Assessment Beta Interpretation: Low-risk (0.82 vs SPY)

  • Volatility Regime: Moderate volatility - stock generally follows market
  • Options Market Signals:
    • IV rank: 23.3% (Low) - shows historically low volatility
    • Current IV: 78.9%
    • Expected Move: $5.50 (21 DTE), 7-DTE: $5.50

Market Context & Positioning Sector Performance: Construction technology sector performing well, with PCOR being a leading player.

  • Institutional Activity: Volume patterns suggest institutional interest
  • Correlation Analysis: How stock moves relative to market (R-squared interpretation): Strongly correlated (0.21)

Key Levels & Action Items Critical Price Levels: + Upper Bollinger Band: $65.48 + Middle Bollinger Band: $59.75

Breakout/Breakdown Levels:

  • Breakout level: $66.50 (upper Bollinger Band + 5%)
  • Breakdown level: $57.39 (SMA 200)

Time-Sensitive Catalysts: Earnings release in Q4, new software updates and services, construction technology advancements and adoption

Risk Management: Stop-loss levels and position sizing considerations based on the stock's recent price action and volatility.

Additional Insights

  • The strong technical momentum and positive news sentiment have contributed to PCOR's recent price increase.
  • The options market is pricing in a relatively low level of volatility (IV rank: 23.3%), which may indicate that investors are not overly concerned about potential risks or uncertainties.
  • PCOR's beta is relatively low compared to the broader market, indicating that it is less volatile and potentially more stable.

Conclusion

Based on the technical analysis, news sentiment, and risk assessment, I believe PCOR has a high probability of continuing its upward trend. However, there are some potential risks to consider, such as mean reversion or a pullback if the stock's recent gains are unsustainable. As a result, investors should carefully monitor the stock's price action and adjust their positions accordingly.

Generated
News
Earnings History
6 of 8 under expected move
Avg Expected Move
13.08%
Avg Actual Move
7.94%
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
2024-10-30 After-Close 15.16% 4.79% 0.32x Within
2025-02-13 After-Close 15.38% 16.51% 1.07x Exceeded
2025-05-01 After-Close 10.77% 2.72% 0.25x Within
2025-07-31 After-Close 12.63% 13.39% 1.06x Exceeded
2025-11-05 After-Close 14.08% 6.06% 0.43x Within
2026-02-12 After-Close 13.20% 9.32% 0.71x Within
2026-05-05 After-Close 7.29% 3.52% 0.48x Within
2026-07-29 After-Close 16.15% 7.24% 0.45x Within
Options Activity
IV Rank (30D)
33.2
IV Rank (7D)
33.2
Avg IV
87.7%
Straddle (30D)
$4.75
Straddle (7D)
$4.75
P/C Volume
2.49
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)
0.86
Correlation (SPY)
21.4%
R²
0.05
Ann. Volatility
52.1%
SPY Volatility
13.0%

Moderate volatility - stock generally follows market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 150,285,028 (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.

411 filers162,916,343 shares$6.83B value108.40% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 13,158,506 $957.15M 14.01% 8.76% 2025-12-31
2 ICONIQ Capital, LLC 14,622,019 $593.95M 8.69% 9.73% 2026-06-30
3 MORGAN STANLEY Custodian 11,417,627 $463.78M 6.79% 7.60% 2026-06-30
4 BlackRock, Inc. Custodian 7,394,012 $300.34M 4.40% 4.92% 2026-06-30
5 ALLIANCEBERNSTEIN L.P. 5,088,839 $290.06M 4.25% 3.39% 2026-06-30
6 VANGUARD PORTFOLIO MANAGEMENT LLC 6,977,964 $283.44M 4.15% 4.64% 2026-06-30
7 VANGUARD CAPITAL MANAGEMENT LLC 5,392,107 $219.03M 3.21% 3.59% 2026-06-30
8 UBS Group AG Custodian 5,193,740 $210.97M 3.09% 3.46% 2026-06-30
9 Assenagon Asset Management S.A. 4,398,163 $178.65M 2.61% 2.93% 2026-06-30
10 Capital World Investors 3,469,908 $140.95M 2.06% 2.31% 2026-06-30
11 WELLINGTON MANAGEMENT GROUP LLP Custodian 3,450,671 $140.17M 2.05% 2.30% 2026-06-30
12 DEUTSCHE BANK AG\ Custodian 2,817,424 $114.44M 1.68% 1.87% 2026-06-30
13 FIL Ltd 2,718,133 $110.41M 1.62% 1.81% 2026-06-30
14 JPMORGAN CHASE & CO Custodian 2,618,552 $107.58M 1.57% 1.74% 2026-06-30
15 GOLDMAN SACHS GROUP INC Custodian 2,530,015 $102.77M 1.50% 1.68% 2026-06-30
16 AQR CAPITAL MANAGEMENT LLC Custodian 2,386,381 $96.93M 1.42% 1.59% 2026-06-30
17 CITADEL ADVISORS LLC Custodian 2,237,524 $90.89M 1.33% 1.49% 2026-06-30
18 XN LP 2,218,026 $90.10M 1.32% 1.48% 2026-06-30
19 GEODE CAPITAL MANAGEMENT, LLC Custodian 2,202,692 $89.50M 1.31% 1.47% 2026-06-30
20 STATE STREET CORP (STT, STT-PG) 2,196,874 $89.24M 1.31% 1.46% 2026-06-30
21 BARCLAYS PLC Custodian 2,189,569 $88.94M 1.30% 1.46% 2026-06-30
22 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2,012,190 $81.74M 1.20% 1.34% 2026-06-30
23 WASATCH ADVISORS LP 1,905,647 $77.41M 1.13% 1.27% 2026-06-30
24 BAMCO INC /NY/ 1,529,188 $62.12M 0.91% 1.02% 2026-06-30
25 JANE STREET GROUP, LLC Custodian 1,425,786 $57.92M 0.85% 0.95% 2026-06-30
16 filers$76.09M notional
# Filer Notional Value % of Total Period
1 Caption Management, LLC $21.44M 28.17% 2026-06-30
2 JANE STREET GROUP, LLC Custodian $13.03M 17.13% 2026-06-30
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $12.97M 17.04% 2026-06-30
4 CITADEL ADVISORS LLC Custodian $7.95M 10.45% 2026-06-30
5 Walleye Trading LLC $4.20M 5.52% 2026-06-30
6 MILLENNIUM MANAGEMENT LLC Custodian $4.18M 5.50% 2026-06-30
7 SIMPLEX TRADING, LLC Custodian $3.63M 4.77% 2026-06-30
8 IMC-Chicago, LLC Custodian $2.57M 3.37% 2026-06-30
9 UBS Group AG Custodian $2.03M 2.67% 2026-06-30
10 TUDOR INVESTMENT CORP ET AL $1.14M 1.49% 2026-06-30
11 GROUP ONE TRADING LLC Custodian $1.09M 1.44% 2026-06-30
12 Cubist Systematic Strategies, LLC $554.19K 0.73% 2025-09-30
13 CAPITAL FUND MANAGEMENT S.A. $528.06K 0.69% 2026-06-30
14 Walleye Capital LLC $373.70K 0.49% 2026-06-30
15 Palogic Value Management, L.P. $203.10K 0.27% 2026-06-30
16 PEAK6 LLC $203.10K 0.27% 2026-06-30
15 filers$31.59M notional
# Filer Notional Value % of Total Period
1 Caption Management, LLC $21.52M 68.11% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $1.68M 5.32% 2026-06-30
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $1.48M 4.68% 2026-06-30
4 BALYASNY ASSET MANAGEMENT L.P. $1.42M 4.50% 2026-06-30
5 IMC-Chicago, LLC Custodian $1.32M 4.17% 2026-06-30
6 TUDOR INVESTMENT CORP ET AL $1.00M 3.18% 2026-06-30
7 D. E. Shaw & Co., Inc. Custodian $759.59K 2.40% 2026-06-30
8 Richard P Slaughter Associates Inc $731.16K 2.31% 2026-06-30
9 Cubist Systematic Strategies, LLC $605.24K 1.92% 2025-09-30
10 PEAK6 LLC $337.15K 1.07% 2026-06-30
11 JANE STREET GROUP, LLC Custodian $219.35K 0.69% 2026-06-30
12 SIMPLEX TRADING, LLC Custodian $178.73K 0.57% 2026-06-30
13 Walleye Capital LLC $125.92K 0.40% 2026-06-30
14 GROUP ONE TRADING LLC Custodian $117.80K 0.37% 2026-06-30
15 Walleye Trading LLC $97.49K 0.31% 2026-06-30
Insider Activity
Latest: 2026-09-14
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
2026-09-14 Craig F. Courtemanche Jr. Director Mixed — $27.95 -$2.87M EDGAR
2026-09-08 William J.G. Griffith Director Other (J) −2,000,000 — EDGAR
2026-09-08 Divesh Makan 10%+ Owner Other (J) −14,000,000 — EDGAR
2026-09-03 CONNOR KEVIN J O Director Sell (S) −15,384 $60.99 -$938.3K EDGAR
2026-08-24 Ajei Gopal CEO & President Tax (F) −45,088 $62.92 -$2.84M EDGAR
2026-08-24 Steven Scott Davis President Product & Technology Tax (F) −13,267 $62.92 -$834.8K EDGAR
2026-08-24 William Fred Fleming Jr SVP, Corporate Controller Tax (F) −2,308 $62.92 -$145.2K EDGAR
2026-08-24 Benjamin C Singer Chief Legal Officer; Secretary Mixed −9,792 $63.09 -$617.8K EDGAR
2026-08-24 Craig F. Courtemanche Jr. Director Tax (F) −11,388 $62.92 -$716.5K EDGAR
2026-08-20 Elisa Steele Director Sell (S) −1,500 $63.00 -$94.5K EDGAR
2026-08-13 William Fred Fleming Jr SVP, Corporate Controller Mixed −6,882 $47.84 -$551.4K EDGAR
2026-08-12 Craig F. Courtemanche Jr. Director Mixed — $29.77 -$3.07M EDGAR
2026-08-05 CONNOR KEVIN J O Director Sell (S) −23,078 $54.94 -$1.27M EDGAR
2026-08-05 ICONIQ Strategic Partners III-B, L.P. 10%+ Owner Other (J) −14,000,000 — EDGAR
2026-08-05 William J.G. Griffith Director Other (J) −2,000,000 — 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 · @ $49.60
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 ICONIQ Strategic Partners V-B, L.P. 10%+ Owner 18,105,229 $898.11M $167.50M 1 2021-05-26
2 Deer X & Co. Ltd. 10%+ Owner 16,710,687 $828.93M $0 1 2021-05-26
3 ICONIQ STRATEGIC PARTNERS III CO-INVEST L.P. SERIES P 10%+ Owner 15,310,358 $759.47M $167.50M 1 2021-05-26
4 Deer VIII & Co. Ltd. 10%+ Owner 15,100,687 $749.07M -$1.20B 1 2021-11-10
5 ICONIQ Strategic Partners VI TT GP, Ltd. 10%+ Owner 9,567,781 $474.61M $147.00M 1 2022-06-14
6 ICONIQ Strategic Partners II Co-Invest, L.P., P Series 10%+ Owner 8,660,413 $429.60M $0 2 2024-06-12
7 Matthew Jacobson 10%+ Owner 7,701,217 $382.02M $183.35M 3 2024-11-14
8 ICONIQ STRATEGIC PARTNERS II, L.P. 10%+ Owner 6,315,408 $313.28M -$10.91M 4 2024-05-08
9 ICONIQ Strategic Partners IV-B, L.P. 10%+ Owner 4,985,551 $247.31M -$18.00M 1 2025-08-15
10 ICONIQ Strategic Partners III GP, L.P. 10%+ Owner 4,792,875 $237.75M $0 2 2025-11-18
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: 2026-09-10
Last 30d: 2 filings · $3.3M notice value  ·  Last 90d: 7 filings · $12.2M notice value · 5 unique filers · 86% 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: CRAIG F COURTEMANCHE JR (3, $8.7M) · Kevin J O'Connor (1, $2.6M) · WILLIAM F FLEMING (1, $589K) · BENJAMIN C SINGER (1, $250K) · ELISA A STEELE (1, $94K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-10 CRAIG F COURTEMANCHE JR Director, Chairman of the Board 56,122 $3.00M 2026-09-10 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-08-21 BENJAMIN C SINGER Officer 3,943 $249.8K 2026-08-21 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-08-19 ELISA A STEELE Director 1,500 $94.5K 2026-08-19 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-08-11 WILLIAM F FLEMING Officer 10,000 $589.5K 2026-08-11 Morgan Stanley Smith Barney LLC … — EDGAR
2026-08-10 CRAIG F COURTEMANCHE Director, Chairman of the Board 56,122 $3.21M 2026-08-10 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-08-04 Kevin J O'Connor Director 46,154 $2.58M 2026-08-04 Goldman Sachs & Co. LLC 10b5-1 EDGAR
2026-07-10 CRAIG F COURTEMANCHE JR Director, Chairman of the Board 56,122 $2.46M 2026-07-10 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-15 Kevin J O'Connor Director 46,158 $1.96M 2026-06-15 Goldman Sachs & Co. LLC 10b5-1 EDGAR
2026-06-10 CRAIG F COURTEMANCHE JR Director, Chairman of the Board 56,122 $2.53M 2026-06-10 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-06-08 Craig F. Jr. Courtemanche Director, CHAIRMAN OF THE BOARD 1,700,000 $82.57M 2026-06-08 Citigroup Global Markets Inc. — 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: 2026-06-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-05 0001193125-26-259874 EDGAR
2026-05-05 0001628280-26-030125 EDGAR
2026-04-22 0001193125-26-170449 EDGAR
2026-03-10 0001193125-26-100363 EDGAR
2026-02-12 0001628280-26-007662 EDGAR
2025-12-11 0001193125-25-316214 EDGAR
2025-11-12 0001193125-25-275613 EDGAR
2025-11-05 0001628280-25-049520 EDGAR
2025-09-22 0001193125-25-211312 EDGAR
2025-07-31 0001611052-25-000005 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-24 0001628280-26-011055 EDGAR
2025-02-26 0001628280-25-008121 EDGAR
2024-02-26 0001628280-24-006848 EDGAR
2023-03-01 0001564590-23-002828 EDGAR
2022-03-04 0001564590-22-008783 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-06 0001628280-26-031230 EDGAR
2025-11-06 0001628280-25-050149 EDGAR
2025-08-01 0001611052-25-000007 EDGAR
2025-05-02 0001628280-25-021898 EDGAR
2024-10-31 0001628280-24-044546 EDGAR
2024-08-02 0001628280-24-034402 EDGAR
2024-05-02 0001628280-24-019989 EDGAR
2023-11-02 0001611052-23-000014 EDGAR
2023-08-04 0001611052-23-000007 EDGAR
2023-05-05 0001628280-23-016126 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/B Ratio6.1
P/S Ratio5.5
EV/EBITDA162.1
TTM Revenue$1.4B
TTM Net Income$-0.1B
TTM EPS$-0.51
ROE-3.0%