Toast, Inc.(TOST)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
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.
Snapshot
$24.51
After hours
$25.54
+4.20%
- 52-Week Range
- $22.26 – $49.66
- YTD
- -27.95%
- IV Rank (30D)
- 41.32
- Straddle Price
- $2.99
- P/C Vol Ratio
- 0.35
- Market Cap
- $14.3B
Fair Value
+28.2% vs price
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 ≥ 0.5% and dividend payments are stable.
- 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) | 4.49% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.80% (VRP-adj) |
| WACC | 9.78% |
| Volatility Risk Premium | +9.1pp (IV − HV30), ERP adj +31bps |
| Effective Tax Rate | 1.7% |
| Rev. Growth (YoY, DCF input) | +5.2% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.05 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.7B |
| Return on Equity (TTM) | 20.7% |
| Book / Price | 13.5% |
| Gross Margin (TTM) | 26.3% |
| FCF Margin (TTM) | 10.1% |
| Debt / Equity | 0.00 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | +9.3% (reverse-DCF on current price) |
| SMA 50 | $25.99 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $24.87 |
| Bollinger Width / SMA20 | 63.3% (drives anchor stability) |
| Net Debt | $-1.1B |
| Market Cap | $15B |
Peers used for multiples: AMD, INTU, META, PINS, PLTR, RBLX, SHOP, XYZ
Blended Fair Value
$31.41
Current Price
$24.51
Deviation
+28.2%
Forward-Return Rank
SHORT
gated
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -4.7% | -0.56 | -1.21 | 5.7% | — |
| 42d | -7.0% | -0.60 | -1.21 | 5.7% | — |
| 63d | -9.4% | -0.96 | -1.21 | 5.7% | — |
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon).
For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference.
⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $19.54 | 30% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $38.28 | 14% | median 55.1× · 7 peers |
| Peer EV/EBITDA | $32.45 | 14% | median 34.1× · 7 peers |
| Peer P/B | $28.43 | 3% | median 8.7× · 8 peers |
| Peer P/S | $77.10 | 9% | median 6.9× · 8 peers |
| Market Anchor (SMA50) | $25.99 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $26.30 | 30% | 22 strikes · skew +0.24 |
As of 2026-06-23 · updated 2026-06-23 20:59:31.109000
Info
- Industry (SIC)
- SERVICES-COMPUTER PROCESSING & DATA PREPARATION (7374)
- Exchange
- XNYS
- Market Cap
- $14.3B
Toast Inc is a cloud-based, all-in-one digital technology platform purpose-built for the restaurant community. The company provides a comprehensive platform of software-as-a-service (SaaS) products and financial technology solutions, including integrated payment processing, restaurant-grade hardware, and a broad ecosystem of third-party partners. It serves as a restaurant operating system, connecting front of house and back of house operations across service models such as dine-in, takeout, and delivery. It operates through one reportable segment consisting of its SaaS products, financial tech…
Chart
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -1.32% | 5 |
| Feb | -4.45% | 5 |
| Mar | -0.12% | 5 |
| Apr | -0.12% | 5 |
| May | +3.55% | 5 |
| Jun | -1.01% | 5 |
| Jul | +10.47% | 4 |
| Aug | +5.72% | 4 |
| Sep | -9.39% | 5 |
| Oct | +4.54% | 5 |
| Nov | -3.51% | 5 |
| Dec | +2.19% | 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: $24.93
SMA 50: $25.98
SMA 200: $31.59
Current: $24.51
EMA 12: $24.68
EMA 26: $24.95
MACD: -0.2715 | Signal: 0.0316
BEARISH
ADX (14): 11.36
RANGE
+DI: 19.56
−DI: 22.09
Momentum Oscillators
RSI (14): 46.72
NEUTRAL
Stoch %K: 21.98
Stoch %D: 19.70
Williams %R: -67.79
Volume & Volatility
BB Upper: $26.74
BB Lower: $23.13
NEUTRAL
OBV: 210,484,047
Vol SMA 20: 10,610,824
Vol ROC: -47.31%
ATR: $1.11
True Range: $0.59
HV 20: 49.4%
HV 30: 46.8%
HV 60: 54.8%
Data Summary
Data Points: 500
Last Updated: 2026-06-23T21:15:12.428000
Date Range: 2024-06-25T00:00:00 – 2026-06-23T00:00:00
AI Analysis
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
News
With the U.S. approaching its 250th birthday — it's time to toast the nation's history. But don't assume age and S&P 500 gains coincide. The post One S&P 500 Stock Is Older Than The U.S. — But Don't Buy It appeared first on Investor's Business Daily .
Toast's integrated restaurant platform may offer long-term upside despite today's macro headwinds.
Earnings History
6 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-08-06 | After-Close | 15.98% | 1.30% | 0.08x | Within |
| 2024-11-07 | After-Close | 21.68% | 5.28% | 0.24x | Within |
| 2025-02-19 | Pre-Market | 12.98% | 6.84% | 0.53x | Within |
| 2025-05-08 | After-Close | 10.69% | 10.85% | 1.01x | Exceeded |
| 2025-08-05 | After-Close | 10.21% | 6.03% | 0.59x | Within |
| 2025-11-04 | After-Close | 12.32% | 4.90% | 0.40x | Within |
| 2026-02-12 | After-Close | 12.63% | 3.70% | 0.29x | Within |
| 2026-05-07 | After-Close | 9.76% | 10.16% | 1.04x | Exceeded |
Options Activity
- IV Rank (30D)
- 41.32
- IV Rank (7D)
- 92.69
- Avg IV
- 75.4%
- Straddle (30D)
- $2.99
- Straddle (7D)
- $1.65
- P/C Volume
- 0.35
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 1.23
- Correlation (SPY)
- 33.4%
- R²
- 0.11
- Ann. Volatility
- 46.1%
- SPY Volatility
- 12.5%
High volatility - stock moves more than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 605,750,000 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
36 filers$458.72M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $124.98M | 27.25% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $100.35M | 21.88% | 2026-03-31 |
| 3 | CITADEL ADVISORS LLC Custodian | $37.26M | 8.12% | 2026-03-31 |
| 4 | Walleye Trading LLC | $35.56M | 7.75% | 2026-03-31 |
| 5 | WELLS FARGO & COMPANY/MN Custodian | $31.81M | 6.93% | 2026-03-31 |
| 6 | IMC-Chicago, LLC Custodian | $19.94M | 4.35% | 2026-03-31 |
| 7 | Freemont Management S.A. | $19.88M | 4.33% | 2026-03-31 |
| 8 | Optiver Holding B.V. | $17.45M | 3.81% | 2026-03-31 |
| 9 | WOLVERINE TRADING, LLC Custodian | $14.36M | 3.13% | 2025-09-30 |
| 10 | MILLENNIUM MANAGEMENT LLC Custodian | $8.98M | 1.96% | 2026-03-31 |
| 11 | SIMPLEX TRADING, LLC Custodian | $7.87M | 1.72% | 2026-03-31 |
| 12 | Squarepoint Ops LLC | $5.75M | 1.25% | 2026-03-31 |
| 13 | GROUP ONE TRADING LLC Custodian | $5.38M | 1.17% | 2026-03-31 |
| 14 | Calamos Advisors LLC | $4.97M | 1.08% | 2026-03-31 |
| 15 | Qube Research & Technologies Ltd | $3.82M | 0.83% | 2026-03-31 |
| 16 | Parallax Volatility Advisers, L.P. | $3.45M | 0.75% | 2026-03-31 |
| 17 | TUDOR INVESTMENT CORP ET AL | $3.32M | 0.72% | 2026-03-31 |
| 18 | D. E. Shaw & Co., Inc. Custodian | $2.98M | 0.65% | 2026-03-31 |
| 19 | PEAK6 LLC | $2.88M | 0.63% | 2026-03-31 |
| 20 | Limestone Investment Advisors LP | $2.67M | 0.58% | 2026-03-31 |
| 21 | CAPITAL FUND MANAGEMENT S.A. | $2.23M | 0.49% | 2026-03-31 |
| 22 | GOLDMAN SACHS GROUP INC Custodian | $1.11M | 0.24% | 2026-03-31 |
| 23 | Cubist Systematic Strategies, LLC | $525.74K | 0.11% | 2025-09-30 |
| 24 | BALYASNY ASSET MANAGEMENT L.P. | $397.65K | 0.09% | 2026-03-31 |
| 25 | TWO SIGMA INVESTMENTS, LP | $265.10K | 0.06% | 2026-03-31 |
22 filers$285.90M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | JANE STREET GROUP, LLC Custodian | $79.13M | 27.68% | 2026-03-31 |
| 2 | GOLDMAN SACHS GROUP INC Custodian | $64.76M | 22.65% | 2026-03-31 |
| 3 | WELLS FARGO & COMPANY/MN Custodian | $39.77M | 13.91% | 2026-03-31 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $35.02M | 12.25% | 2026-03-31 |
| 5 | IMC-Chicago, LLC Custodian | $11.79M | 4.12% | 2026-03-31 |
| 6 | Optiver Holding B.V. | $11.08M | 3.87% | 2026-03-31 |
| 7 | CITADEL ADVISORS LLC Custodian | $10.80M | 3.78% | 2026-03-31 |
| 8 | WOLVERINE TRADING, LLC Custodian | $10.00M | 3.50% | 2025-09-30 |
| 9 | Walleye Trading LLC | $5.26M | 1.84% | 2026-03-31 |
| 10 | Squarepoint Ops LLC | $3.29M | 1.15% | 2026-03-31 |
| 11 | Qube Research & Technologies Ltd | $3.27M | 1.14% | 2026-03-31 |
| 12 | D. E. Shaw & Co., Inc. Custodian | $3.00M | 1.05% | 2026-03-31 |
| 13 | TUDOR INVESTMENT CORP ET AL | $1.74M | 0.61% | 2026-03-31 |
| 14 | SIMPLEX TRADING, LLC Custodian | $1.71M | 0.60% | 2026-03-31 |
| 15 | CAPITAL FUND MANAGEMENT S.A. | $1.48M | 0.52% | 2026-03-31 |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | $1.26M | 0.44% | 2026-03-31 |
| 17 | GROUP ONE TRADING LLC Custodian | $686.61K | 0.24% | 2026-03-31 |
| 18 | Walleye Capital LLC | $633.59K | 0.22% | 2026-03-31 |
| 19 | PEAK6 LLC | $546.11K | 0.19% | 2026-03-31 |
| 20 | Cubist Systematic Strategies, LLC | $343.19K | 0.12% | 2025-09-30 |
| 21 | UBS Group AG Custodian | $288.96K | 0.10% | 2026-03-31 |
| 22 | HAP TRADING, LLC | $40.09K | 0.01% | 2025-09-30 |
Insider Activity
Latest: 2026-06-16
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-16 | Mark J Hawkins | Director | Exer (M) | +5,256 | — | EDGAR | |
| 2026-06-16 | Susan Chapman-Hughes | Director | Mixed | +8,888 RSU | — | EDGAR | |
| 2026-06-16 | ANUTTHARA BHARADWAJ | Director | Grant (A) | +8,888 RSU | — | EDGAR | |
| 2026-06-16 | PAUL D BELL | Director | Exer (M) | +5,256 | — | EDGAR | |
| 2026-06-16 | Richard Kent Bennett | Director | Exer (M) | — | — | EDGAR | |
| 2026-06-16 | DEVAL L PATRICK | Director | Mixed | +8,888 RSU | — | EDGAR | |
| 2026-06-16 | Hilarie A. Koplow | Director | Exer (M) | +5,256 | — | EDGAR | |
| 2026-06-02 | Brian R Elworthy | General Counsel | Mixed | −54,000 | $18.00 | -$2.68M | EDGAR |
| 2026-04-23 | DEVAL L PATRICK | Director | Sell (S) | −1,667 | $36.95 | -$61.6K | EDGAR |
| 2026-04-03 | Aman Narang | CEO | Mixed | +14,040 | $26.19 | -$352.6K | EDGAR |
| 2026-04-03 | Elena Gomez | President, CFO | Mixed | +8,435 | $26.19 | -$233.8K | EDGAR |
| 2026-04-03 | Stephen Fredette | President | Mixed | +7,918 | $26.19 | -$190.9K | EDGAR |
| 2026-04-03 | Brian R Elworthy | General Counsel | Mixed | +6,381 | $26.19 | -$95.9K | EDGAR |
| 2026-04-03 | Jonathan Vassil | Chief Revenue Officer | Mixed | +6,725 | $26.19 | -$168.6K | EDGAR |
| 2026-03-13 | Susan Chapman-Hughes | Director | Sell (S) | −8,500 | $28.97 | -$246.2K | 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
23 insiders · @ $24.51
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 | Technology Investment Dining Group, LLC | 10%+ Owner | 37,843,646 | $927.55M | -$298.27M | 5 | 2023-07-25 |
| 2 | HMI Capital Partners, L.P. | 10%+ Owner | 10,657,887 | $261.22M | $28.61M | 1 | 2022-01-31 |
| 3 | Steve Papa | 10%+ Owner | 8,618,317 | $211.23M | -$158.82M | 6 | 2022-06-27 |
| 4 | Deer IX & Co. L.P. | 10%+ Owner | 4,576,879 | $112.18M | -$726.01M | 1 | 2022-11-25 |
| 5 | Jonathan Grimm | Chief Technology Officer | 3,091,542 | $75.77M | -$64.4K | 5 | 2022-05-05 |
| 6 | Stephen Fredette | President | 987,881 | $24.21M | -$108.40M | 86 | 2026-04-03 |
| 7 | TCV X (B), L.P. | 625,000 | $15.32M | $150.00M | 1 | 2021-10-29 | |
| 8 | Richard Kent Bennett | Director | 539,423 | $13.22M | -$13.26M | 30 | 2026-06-16 |
| 9 | Bessemer Venture Partners IX Institutional L.P. | 10%+ Owner | 500,000 | $12.26M | -$276.14M | 2 | 2023-05-22 |
| 10 | Bessemer Venture Partners IX L.P. | 10%+ Owner | 390,856 | $9.58M | -$389.74M | 3 | 2023-12-19 |
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: 2026-05-29
? Form 144 Guide
Last 30d:
1 filing
· $2.8M notice value
· Last 90d:
6 filings
· $3.8M notice value
· 5 unique filers
· 17% 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: Parsed directly from EDGAR primary-doc XML. Daily refresh; new filings typically appear here the morning after they hit EDGAR.
Top 90-day filers:
Elworthy Brian R (2, $2.9M) · Narang Aman (1, $353K) · Gomez Elena (1, $244K) · Fredette Stephen (1, $191K) · Vassil Jonathan (1, $169K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | Elworthy Brian R | Officer | 108,000 | $2.80M | 2026-05-29 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-04-02 | Gomez Elena | Officer | 8,929 | $243.8K | 2026-04-02 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-04-02 | Narang Aman | Officer, Director | 13,463 | $352.6K | 2026-04-02 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-04-02 | Fredette Stephen | Officer, Director | 7,289 | $190.9K | 2026-04-02 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-04-02 | Elworthy Brian R | Officer | 3,664 | $95.9K | 2026-04-02 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-04-02 | Vassil Jonathan | Officer | 6,438 | $168.6K | 2026-04-02 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-03-12 | Chapman-Hughes Susan | Director | 8,500 | $246.2K | 2026-03-12 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-03 | Vassil Jonathan | Officer | 1,454 | $44.1K | 2026-02-03 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-03 | Elworthy Brian R | Officer | 648 | $19.7K | 2026-02-03 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-02-03 | Fredette Stephen | Officer, Director | 1,060 | $32.2K | 2026-02-03 | Fidelity Brokerage Services LLC | — | 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: 2026-05-08
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-07 | 0001650164-26-000113 | EDGAR |
| 2026-02-12 | 0001650164-26-000050 | EDGAR |
| 2026-01-15 | 0001650164-26-000024 | EDGAR |
| 2025-11-04 | 0001650164-25-000334 | EDGAR |
| 2025-10-27 | 0001193125-25-250778 | EDGAR |
| 2025-08-05 | 0001650164-25-000288 | EDGAR |
| 2025-06-17 | 0001650164-25-000230 | EDGAR |
| 2025-06-05 | 0001193125-25-135957 | EDGAR |
| 2025-05-08 | 0001650164-25-000175 | EDGAR |
| 2025-02-19 | 0001650164-25-000066 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-08 | 0001650164-26-000114 | EDGAR |
| 2025-11-05 | 0001650164-25-000341 | EDGAR |
| 2025-08-06 | 0001650164-25-000290 | EDGAR |
| 2025-05-09 | 0001650164-25-000177 | EDGAR |
| 2024-11-08 | 0001650164-24-000383 | EDGAR |
| 2024-08-07 | 0001650164-24-000283 | EDGAR |
| 2024-05-08 | 0001650164-24-000177 | EDGAR |
| 2023-11-08 | 0001650164-23-000369 | EDGAR |
| 2023-08-09 | 0001650164-23-000305 | EDGAR |
| 2023-05-10 | 0001650164-23-000168 | EDGAR |
ETF Holders
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/E Ratio | 37.1 |
| P/B Ratio | 7.1 |
| P/S Ratio | 2.2 |
| EV/EBITDA | 25.1 |
| TTM Revenue | $6.4B |
| TTM Net Income | $0.4B |
| TTM EPS | $0.66 |
| ROE | 20.7% |