SKIL Skillsoft Corp.
XNYS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups 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.
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) | 4.99% |
| Beta vs SPY | 1.57 |
| Cost of Equity (CAPM) | 12.83% |
| WACC | 5.75% |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -10.0% |
| DCF Horizon | 5 years explicit + fade |
| Free Cash Flow (TTM) | $0.0B |
| Return on Equity (TTM) | 175.2% |
| Book / Price | -208.7% |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | +6.0% (reverse-DCF on current price) |
| SMA 50 | $6.06 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $5.65 |
| Bollinger Width / SMA20 | 471.7% (drives anchor stability) |
| Net Debt | $0.5B |
| Market Cap | $0B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $-27.92 | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 24.4× · 8 peers |
| Peer EV/EBITDA | n/a | 0% | median 23.9× · 8 peers |
| Peer P/B | n/a | 0% | median 8.7× · 8 peers |
| Peer P/S | n/a | 0% | median 4.9× · 8 peers |
| Market Anchor (SMA50) | $6.06 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
- Industry (SIC)
- SERVICES-PREPACKAGED SOFTWARE (7372) · industry map
- Exchange
- XNYS
- Market Cap
- $0.0B
- Employees
- 2,247
- List Date
- 2019-07-26
- CIK
- 0001774675
- Next Earnings
- 2026-12-09
- EPS Forecast
- $1.34
- Headquarters
- Nashua, NH
- Homepage
- https://www.skillsoft.com
Skillsoft Corp is a leader in corporate digital learning. The company's segments include Talent Development Solutions and Global Knowledge. Talent Development Solutions brings a foundation of products and customers. TDS enterprise-grade solution serves customers and employees world-wide. TDS Learner is a world-renowned consumer-scale and experiential learning platform that serves learners internationally. The Global Knowledge segment is centered around instructor-led training, or live learning, with face-to-face delivery by experienced trainers, both in-person and virtually. Geographically, op…
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -- | -18.10% | 35.21% | -17.29% | 24.95% | 6.47% | 6.25% |
| Feb | -- | -14.62% | -22.00% | -18.34% | -9.61% | -56.76% | -24.27% |
| Mar | -- | -4.73% | 38.89% | -23.73% | -21.05% | 4.89% | -1.15% |
| Apr | -- | -11.86% | -38.81% | -24.00% | -0.47% | 79.95% | 0.96% |
| May | -- | 5.97% | 29.17% | 29.32% | 4.28% | -11.96% | 11.36% |
| Jun | -7.08% | -39.10% | -19.48% | 37.61% | -18.44% | -34.18% | -13.45% |
| Jul | -13.09% | 2.13% | 8.20% | 27.88% | -13.10% | 7.00% | 3.17% |
| Aug | 9.88% | -16.15% | -2.24% | -6.79% | 3.09% | -8.14% | -3.39% |
| Sep | 19.41% | -40.00% | -31.82% | 9.31% | -15.95% | -11.79% | -11.81% |
| Oct | 2.54% | -3.76% | 11.37% | 0.93% | 1.55% | -15.18% | -0.43% |
| Nov | -4.01% | 4.92% | 11.02% | -1.73% | -22.92% | --* | -2.54% |
| Dec | -18.88% | -31.58% | -1.95% | 55.38% | 14.11% | -- | 3.42% |
| Total | -15.40% | -86.55% | -18.50% | 39.90% | -49.24% | -62.97% | -32.12% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report: SKIL
Executive Summary
Overall Assessment: NEUTRAL (6/10)
Key Drivers and Primary Risks:
- Technical indicators suggest a neutral market with no clear direction.
- News sentiment is generally positive, supporting the stock's recent performance.
- High beta indicates higher volatility, which may lead to increased risk.
Investment Thesis: SKIL has strong fundamental growth potential, but its high volatility poses significant risks. Investors should consider this when evaluating their position.
Recent News Sentiment Impact: Positive news headlines have contributed to the stock's recent rally, with a positive sentiment index (48.78).
Technical Analysis
Trend Direction:
- Short-term: Neutral (1-4 weeks)
- Medium-term: Uptrend (1-3 months)
- Long-term: Neutral (3-12 months)
Support/Resistance Levels: Key price levels from moving averages and technical patterns:
- SMA 20: $7.76
- SMA 50: $7.08
- SMA 200: $7.25
Momentum Signals:
- RSI interpretation: Neutral (48.78)
- MACD signal: Bullish momentum with a histogram of 0.44
- Bollinger Bands position: Neutral, indicating no clear direction.
News & Sentiment Analysis
Recent Headlines Summary: Positive news headlines have driven the stock's recent performance:
- Game-based Learning Company Evaluation Report 2025 (GlobeNewswire Inc., 2025-09-08) - POSITIVE
- Technical and Vocational Education Market to Reach USD 1,793.00 Billion by 2032 Driven by Skill-Based Learning Demand (GlobeNewswire Inc., 2025-06-02) - POSITIVE
- Corporate Training Market Size to Grow with CAGR of 8% by 2031 | SkyQuest Technology (Benzinga, 2024-12-13) - NEUTRAL
Sentiment Assessment: Positive news sentiment has contributed to the stock's recent rally.
Catalyst Identification: No specific catalysts identified, but positive market trends and fundamental growth potential may support the stock's performance.
Risk & Volatility Assessment
Beta Interpretation: High beta (1.52) indicates higher volatility relative to the market.
Volatility Regime: Current volatility is relatively high compared to historical levels (80.7% HV20, 75.7% HV30).
Options Market Signals:
- IV rank: Low (0.0%)
- Put-call ratio: Neutral (0.00)
Market Context & Positioning
Sector Performance: SKIL's sector (Technical and Vocational Education) has been performing well recently.
Institutional Activity: No specific institutional activity identified, but the stock may be attractive to growth investors seeking exposure to the education technology space.
Correlation Analysis: Correlation with SPY is relatively low (0.17), indicating limited market correlation.
Key Levels & Action Items
Critical Price Levels:
- Support: SMA 20 ($7.76)
- Resistance: SMA 200 ($7.25)
Breakout/Breakdown Levels: No specific breakout or breakdown levels identified, but the stock may be vulnerable to a potential correction if it fails to hold above its recent support level.
Time-Sensitive Catalysts: No specific catalysts identified, but earnings announcements and product launches may impact the stock's performance in the future.
Risk Management: Investors should consider their risk tolerance and position sizing before entering or exiting this trade.
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-06-22 | Pre-Market | 1.69% | 6.74% | 3.99x | Exceeded |
| 2021-09-14 | After-Close | 11.59% | 3.70% | 0.32x | Within |
| 2021-12-14 | After-Close | 9.55% | 0.40% | 0.04x | Within |
| 2022-06-08 | unknown | 1.04% | 19.24% | 18.50x | Exceeded |
| 2022-09-07 | Pre-Market | 0.99% | 3.24% | 3.27x | Exceeded |
| 2023-04-11 | unknown | 13.74% | 12.87% | 0.94x | Within |
| 2023-06-06 | unknown | 50.29% | 15.48% | 0.31x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
SKIL Options Activity & IV Rank
Volatility Metrics
Options Flow
ATM Options Pricing
Chain Summary
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
High volatility - stock moves more than market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $306K | #2767 of 3138 | -3.2% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $111K | #3598 of 3716 | new | 13F | |
| Citadel Hedge fund Ken Griffin | $93K | #5820 of 6285 | -79.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
SKIL Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
SKIL Insider Trading (Form 4)
Latest: 2026-10-20| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-20 | Ronald W Hovsepian | CEO & Executive Chair | Exer (M) | +31,250 | — | EDGAR | |
| 2026-10-05 | Matthew Glitzer | CHIEF REVENUE OFFICER | Mixed | +2,013 | $5.60 | -$4.5K | EDGAR |
| 2026-09-25 | Ronald W Hovsepian | CEO & Executive Chair | Buy (P) | +11,196 | $5.93 | $66.4K | EDGAR |
| 2026-09-23 | Ronald W Hovsepian | CEO & Executive Chair | Buy (P) | +8,325 | $6.10 | $50.8K | EDGAR |
| 2026-09-21 | Ronald W Hovsepian | CEO & Executive Chair | Buy (P) | +15,468 | $6.46 | $99.9K | EDGAR |
| 2026-09-17 | Ronald W Hovsepian | CEO & Executive Chair | Buy (P) | +5,929 | $5.57 | $33.0K | EDGAR |
| 2026-09-17 | Jim Frankola | Director | Buy (P) | +25,000 | $5.14 | $128.6K | EDGAR |
| 2026-09-03 | Matthew J. Cushing | Chief Legal Officer | Grant (A) | +55,000 RSU | — | EDGAR | |
| 2026-09-03 | Keith C. Swiniarski | Chief Accounting Officer | Mixed | +379 | $6.53 | -$790 | EDGAR |
| 2026-09-03 | Bernard Barbour | Chief Tech & Product Officer | Grant (A) | +40,000 RSU | — | EDGAR | |
| 2026-08-05 | Scott Semel | Interim CLO & General Counsel | Mixed | +2,826 | $7.10 | -$8.3K | EDGAR |
| 2026-07-20 | Ronald W Hovsepian | CEO & Executive Chair | Exer (M) | +31,250 | — | EDGAR | |
| 2026-07-02 | Peter Schmitt | Director | Grant (A) | +17,500 RSU | — | EDGAR | |
| 2026-07-02 | Arthur W Gilliland | Director | Grant (A) | +17,500 RSU | — | EDGAR | |
| 2026-07-02 | Michael Stuart Klein | Director | Grant (A) | +17,500 RSU | — | EDGAR |
SKIL Insider Holdings
13 insiders · @ $4.75| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Ronald W Hovsepian | CEO & Executive Chair | 413,517 | $1.96M | $250.1K | 18 | 2026-10-20 |
| 2 | Michael Stuart Klein | Director | 217,320 | $1.03M | $0 | 5 | 2026-07-02 |
| 3 | Jim Frankola | Director | 132,736 | $630.5K | $431.3K | 7 | 2026-09-17 |
| 4 | Richard Walker | CHIEF FINANCIAL OFFICER | 52,864 | $251.1K | $0 | 10 | 2025-05-05 |
| 5 | Lawrence Henry Summers | Director | 50,254 | $238.7K | $0 | 3 | 2025-07-18 |
| 6 | Apratim Purakayastha | GM, Talent Dev Solutions | 49,994 | $237.5K | $0 | 9 | 2025-06-13 |
| 7 | Matthew Glitzer | CHIEF REVENUE OFFICER | 46,220 | $219.5K | $0 | 10 | 2026-10-05 |
| 8 | Scott Semel | Interim CLO & General Counsel | 24,820 | $117.9K | $0 | 11 | 2026-08-05 |
| 9 | John W. Frederick | Chief Financial Officer | 19,103 | $90.7K | $0 | 5 | 2026-05-05 |
| 10 | Jose Torres | CHIEF ACCOUNTING OFFICER | 14,357 | $68.2K | $0 | 9 | 2025-06-03 |
SKIL Board & Officers
As of SEC filings through Oct 20, 2026Directors 8
- Karen G Mills · since Jun 26, 2019
- Michael Stuart Klein · since Jun 26, 2019
- Helena Foulkes · since Jun 11, 2021
- Peter Schmitt · since Jun 11, 2021
- Ronald W Hovsepian · since Jun 11, 2021
- Jim Frankola · since Jul 18, 2024
- Denis Nikolaev · since Nov 15, 2025
- Arthur W Gilliland · since Mar 25, 2026
Officers 6
- Ronald W Hovsepian · CEO & Executive Chair · listed since Oct 2024
- Ronald W Kisling · Chief Financial Officer · since May 19, 2026
- Matthew Glitzer · Chief Revenue Officer · since Apr 11, 2023
- Bernard Barbour · Chief Tech & Product Officer · since Dec 8, 2025
- Keith C. Swiniarski · Chief Accounting Officer · listed since Apr 2026
- Matthew J. Cushing · Chief Legal Officer · since Aug 3, 2026
Changes in the last 10 years (76)
| Aug 5, 2026 | Scott Semel reported in an SEC filing no longer being Interim CLO & General Counsel |
| Aug 3, 2026 | Matthew J. Cushing became Chief Legal Officer |
| May 19, 2026 | The company announced the departure of John W. Frederick as Chief Financial Officer in an SEC filing |
| May 19, 2026 | Ronald W Kisling became Chief Financial Officer |
| Apr 9, 2026 | Keith C. Swiniarski listed as Chief Accounting Officer (previously Principal Accounting Officer) in SEC filings |
| Mar 25, 2026 | Arthur W Gilliland became a director |
| Dec 8, 2025 | Bernard Barbour became Chief Tech & Product Officer |
| Nov 19, 2025 | The company announced the departure of Lawrence Henry Summers from the board in an SEC filing |
| Nov 17, 2025 | Scott Semel became Interim CLO & General Counsel |
| Nov 15, 2025 | Denis Nikolaev became a director |
| Nov 10, 2025 | The company announced the departure of Fahd Beg from the board in an SEC filing |
| Oct 21, 2025 | The company announced the departure of Apratim Purakayastha as GM, Talent Dev Solutions in an SEC filing |
| Jun 5, 2025 | Keith C. Swiniarski became Principal Accounting Officer |
| Jun 3, 2025 | Jose Torres reported in an SEC filing no longer being Chief Accounting Officer |
| May 15, 2025 | The company announced the departure of Richard Walker as Chief Financial Officer in an SEC filing |
| May 15, 2025 | John W. Frederick became Chief Financial Officer |
| Mar 27, 2025 | Apratim Purakayastha listed as GM, Talent Dev Solutions (previously GM, Enterprise Solutions, CPTO) in SEC filings |
| Oct 8, 2024 | Ronald W Hovsepian listed as CEO & Executive Chair (previously Executive Chair) in SEC filings |
| Jul 22, 2024 | Ronald W Hovsepian first listed as Executive Chair in an SEC filing |
| Jul 22, 2024 | Patrick Kolek reported in an SEC filing no longer being a director |
| Jul 22, 2024 | Lawrence Charles Illg reported in an SEC filing no longer being a director |
| Jul 18, 2024 | Paul Peake became a director |
| Jul 18, 2024 | Jim Frankola became a director |
| Jul 18, 2024 | Fahd Beg became a director |
| May 3, 2024 | Apratim Purakayastha listed as GM, Enterprise Solutions, CPTO (previously Chief Product & Tech. Officer) in SEC filings |
| Apr 15, 2024 | The company announced the departure of Jeffrey R Tarr from the board in an SEC filing |
| Apr 15, 2024 | The company announced the departure of Jeffrey R Tarr as Chief Executive Officer in an SEC filing |
| Apr 18, 2023 | Apratim Purakayastha listed as Chief Product & Tech. Officer (previously Chief Technology Officer) in SEC filings |
| Apr 11, 2023 | Matthew Glitzer became Chief Revenue Officer |
| Dec 1, 2022 | Richard Walker listed as Chief Financial Officer (previously Chief Strategy and Corporate Development Officer and President, SumTotal) in SEC filings |
| Oct 17, 2022 | Jose Torres became Chief Accounting Officer |
| Oct 10, 2022 | The company announced the departure of Gary W Ferrera as Chief Financial Officer in an SEC filing |
| Oct 10, 2022 | Ciara Harrington became Interim Chief People Officer |
| Sep 12, 2022 | The company announced the departure of Ryan H Murray as Chief Accounting Officer in an SEC filing |
| Jun 22, 2022 | M. Klein Associates, Inc. reported in an SEC filing no longer being a 10% owner |
| Jun 22, 2022 | Churchill Sponsor II LLC reported in an SEC filing no longer being a 10% owner |
| Jun 14, 2022 | Ryan H Murray listed as Chief Accounting Officer (previously Interim CFO, CAO) in SEC filings |
| Apr 4, 2022 | Zachary Sims became GM Tech & Dev, CEO Codecademy |
| Sep 27, 2021 | Kristi Hummel became Chief People Officer |
| Sep 20, 2021 | Gary W Ferrera became Chief Financial Officer |
| Jun 14, 2021 | Richard Walker listed as Chief Strategy and Corporate Development Officer and President, SumTotal (previously Chief Strategy & Corp Dev Ofc) in SEC filings |
| Jun 14, 2021 | Michael Stuart Klein no longer listed as a 10% owner in SEC filings |
| Jun 14, 2021 | Michael Stuart Klein no longer listed as Chief Executive Officer in SEC filings |
| Jun 11, 2021 | Sarah Kinnick Hilty became Chief Legal Officer |
| Jun 11, 2021 | Ryan H Murray became Interim CFO, CAO |
| Jun 11, 2021 | Ronald W Hovsepian became a director |
| Jun 11, 2021 | Richard Walker became Chief Strategy & Corp Dev Ofc |
| Jun 11, 2021 | Prosus N.V. became a director |
| Jun 11, 2021 | Prosus N.V. became a 10% owner |
| Jun 11, 2021 | Peter Schmitt became a director |
| Jun 11, 2021 | Patrick Kolek became a director |
| Jun 11, 2021 | Naspers Ltd became a director |
| Jun 11, 2021 | Naspers Ltd became a 10% owner |
| Jun 11, 2021 | Michelle R Boockoff-Bajdek became Chief Marketing Officer |
| Jun 11, 2021 | Mark D Onisk became Chief Content Officer |
| Jun 11, 2021 | MIH Learning B.V. became a director |
| Jun 11, 2021 | MIH Learning B.V. became a 10% owner |
| Jun 11, 2021 | Lawrence Henry Summers became a director |
| Jun 11, 2021 | Lawrence Charles Illg became a director |
| Jun 11, 2021 | Jeffrey R Tarr became a director |
| Jun 11, 2021 | Jeffrey R Tarr became Chief Executive Officer |
| Jun 11, 2021 | Helena Foulkes became a director |
| Jun 11, 2021 | Eric P Stine became Chief Revenue Officer |
| Jun 11, 2021 | Apratim Purakayastha became Chief Technology Officer |
| Jun 26, 2020 | Dena J. Brumpton became a director |
| Oct 23, 2019 | Jeremy Abson became a director |
| Jun 26, 2019 | Peter Seibold became Chief Financial Officer |
| Jun 26, 2019 | Michael Stuart Klein became a director |
| Jun 26, 2019 | Michael Stuart Klein became a 10% owner |
| Jun 26, 2019 | Michael Stuart Klein became Chief Executive Officer |
| Jun 26, 2019 | Mark D Klein became a director |
| Jun 26, 2019 | Malcolm Stephen McDermid became a director |
| Jun 26, 2019 | M. Klein Associates, Inc. became a 10% owner |
| Jun 26, 2019 | Karen G Mills became a director |
| Jun 26, 2019 | Glenn R August became a director |
| Jun 26, 2019 | Churchill Sponsor II LLC became a 10% owner |
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Not reported recently (17)
- Paul Peake · Last reported as a director in an SEC filing dated Dec 6, 2024
- Zachary Sims · Last reported as GM Tech & Dev, CEO Codecademy in an SEC filing dated Nov 2, 2022
- Ciara Harrington · Last reported as Interim Chief People Officer in an SEC filing dated Oct 20, 2022
- Kristi Hummel · Last reported as Chief People Officer in an SEC filing dated Sep 29, 2022
- MIH Learning B.V. · Last reported as a director in an SEC filing dated Sep 21, 2022
- Naspers Ltd · Last reported as a director in an SEC filing dated Sep 21, 2022
- Prosus N.V. · Last reported as a director in an SEC filing dated Sep 21, 2022
- Eric P Stine · Last reported as Chief Revenue Officer in an SEC filing dated Jun 14, 2022
- Mark D Onisk · Last reported as Chief Content Officer in an SEC filing dated Jun 14, 2022
- Michelle R Boockoff-Bajdek · Last reported as Chief Marketing Officer in an SEC filing dated Jun 14, 2022
- Sarah Kinnick Hilty · Last reported as Chief Legal Officer in an SEC filing dated Jun 14, 2022
- Dena J. Brumpton · Last reported as a director in an SEC filing dated Jul 1, 2020
- Jeremy Abson · Last reported as a director in an SEC filing dated Oct 23, 2019
- Glenn R August · Last reported as a director in an SEC filing dated Jun 26, 2019
- Mark D Klein · Last reported as a director in an SEC filing dated Jun 26, 2019
- Peter Seibold · Last reported as Chief Financial Officer in an SEC filing dated Jun 26, 2019
- Malcolm Stephen McDermid · Last reported as a director in an SEC filing dated Jun 26, 2019
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $883,901 | — | 2026-09-30 |
| 2 | SMIZ Zacks Small/Mid Cap ETF | Nport | 0.22% | $566,564 | — | 2026-05-31 |
| 3 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $287,804 | — | 2026-09-30 |
| 4 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.01% | $72,920 | $1.2B | 2026-10-29 |
| 5 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.00% | $59,839 | — | 2026-07-31 |
| 6 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.00% | $8,726 | $3.2B | 2026-10-29 |
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '27 | 2026-07-31 | $98.25M | $-42.37M | $-4.71 | $-17.07M |
| Q1 '27 | 2026-04-30 | $94.50M | $-43.11M | $-4.89 | $28.94M |
| Q4 '26 | 2026-01-31 | $130.65M | $-36.71M | $-4.19 | $30.45M |
| Q3 '26 | 2025-10-31 | $129.00M | $-41.28M | $-4.74 | $-18.86M |
| Q2 '26 | 2025-07-31 | $101.19M | $-23.79M | $-2.78 | $-17.84M |
| Q1 '26 | 2025-04-30 | $99.15M | $-38.05M | $-4.57 | $31.30M |
| Q4 '25 | 2025-01-31 | $133.75M | $-31.11M | $-3.76 | $17.75M |
| Q3 '25 | 2024-10-31 | $137.22M | $-23.60M | $-2.86 | $8.72M |
| Q2 '25 | 2024-07-31 | $132.22M | $-39.57M | $-4.84 | $-11.44M |
| Q1 '25 | 2024-04-30 | $127.79M | $-27.64M | $-3.42 | $14.94M |
| Q4 '24 | 2024-01-31 | $137.54M | $-245.33M | $-30.46 | $11.50M |
| Q3 '24 | 2023-10-31 | $138.96M | $-27.74M | $-3.45 | $-10.67M |
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.