| Profitability | 37/100 |
| Growth | 41/100 |
| Momentum | 72/100 |
| Quality | 53/100 |
| Earnings Quality | 62/100 |
| Balance Sheet | 55/100 |
| Value | 32/100 |
| Risk (safety) | 50/100 |
| Overall | 44.2/100 |
| Symbol | IS Score |
|---|---|
| GDDY | 61 |
| DOCN | 60 |
| CHKP | 77 |
| CFLT | 52 |
| GEN | 61 |
| SAIL | 55 |
| AKAM | 44 |
Both readings sit below the midpoint — business quality at 44 and price structure at 16 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 55 and holds two consecutive quarters | now 44.2 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 50 → 47 → 49 → 44 | the direction matters more than the level |
| Technical vote share back above 50% | now 0% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 805 → now 805 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% | Guard |
|---|---|---|---|---|---|
| 2026 Q2 | 805 | 161.3M | $18.8B | 111.5% | ex-outlier 103.8% |
| 2026 Q1 | 771 | 154.5M | $17.4B | 106.8% | ex-outlier 99.6% |
| 2025 Q4 | 690 | 144.2M | $12.4B | 99.7% | |
| 2025 Q3 | 662 | 225.2M | $10.3B | 155.7% | |
| 2025 Q2 | 662 | 157.5M | $10.8B | 108.9% | |
| 2025 Q1 | 657 | 138.1M | $10.8B | 95.5% | |
| 2024 Q4 | 681 | 144.1M | $13.4B | 99.6% | |
| 2024 Q3 | 683 | 144.3M | $14.2B | 99.7% | |
| 2024 Q2 | 662 | 142.2M | $12.6B | 98.3% | |
| 2024 Q1 | 758 | 142.6M | $15.1B | 98.6% | |
| 2023 Q4 | 755 | 142.5M | $16.5B | 98.5% | |
| 2023 Q3 | 675 | 140.0M | $14.6B | 96.8% |
Why 2026-06 reads 111.50%. Institutions cannot hold more of a company than exists. The reported 161.3M shares exceed the 144.7M outstanding, and a single filer accounts for the excess: Capital World Investors reports 11,203,309 shares against 6,764,438 the prior quarter, a 2x jump, which alone would be 7.7% of the company. Excluding that filing, ownership is 103.8%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.
Why 2026-03 reads 106.83%. Institutions cannot hold more of a company than exists. The reported 154.5M shares exceed the 144.7M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 10,414,971 shares against 10,540,418 the prior quarter, a 1x jump, which alone would be 7.2% of the company. Excluding that filing, ownership is 99.6%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Sundaram Mani | EVP and GM Security | 2026-09-25 | SELL | 7,022 | $0.88M | 14,625 |
| Salem-Jackson Kim | EVP, Chief Marketing Officer | 2026-09-25 | SELL | 2,013 | $0.26M | 57,197 |
| Joseph Paul C | EVP - Global Sales | 2026-09-15 | SELL | 3,100 | $0.33M | 28,472 |
| Howell Laura | SVP, Chief Accounting Officer | 2026-09-12 | EXERCISE | 323 | — | 16,804 |
| Howell Laura | SVP, Chief Accounting Officer | 2026-09-12 | TAX W/H | 108 | $0.01M | 16,696 |
| Howell Laura | SVP, Chief Accounting Officer | 2026-09-12 | EXERCISE | 323 | — | 0 |
| Joseph Paul C | EVP - Global Sales | 2026-07-15 | SELL | 3,100 | $0.39M | 31,572 |
| Blumofe Robert | Chief Technology Officer | 2026-06-18 | SELL | 243 | $0.03M | 31,006 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 24 | 116,705 | $12.4M | Counted |
| M — Exercises (paired A/D) | 37 | 259,261 | — | None — mechanics |
| F — Tax withholding | 33 | 108,913 | $10.9M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-09-25 | Salem-Jackson Kim | 2,013 | $0.3M |
| 2026-09-25 | Sundaram Mani | 7,022 | $0.9M |
| 2026-07-15 | Joseph Paul C | 6,200 | $0.8M |
| 2026-06-18 | Blumofe Robert | 243 | $0.0M |
| Trailing 12 mo | 24 filings | 164,278 | $18M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-12 | SCHEDULE 13G | Capital World Investors | 7.80% | 11.3M sh |
| 2026-04-28 | SCHEDULE 13G | Vanguard Portfolio Management | 5.21% | 7.6M sh |
| 2026-03-26 | SCHEDULE 13G/A | The Vanguard Group | — | exit/reporting change |
| 2026-01-21 | SCHEDULE 13G/A | BlackRock, Inc. | 7.00% | 10.0M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-01-29 | 2026-02-10 |
| Lisa McClain | House | SELL | $1,001 - $15,000 | 2025-10-31 | 2025-11-24 |
| Lisa McClain | House | BUY | $1,001 - $15,000 | 2025-10-30 | 2025-11-24 |
| Susan M. Collins | Senate | SELL | $15,001 - $50,000 | 2022-12-20 | 2023-01-10 |
| Susan M. Collins | Senate | SELL | $15,001 - $50,000 | 2022-12-20 | 2023-01-09 |
| Susan Margaret Collins | Senate | SELL | $15,001 - $50,000 | 2022-12-20 | 2023-01-09 |
| Manager | Shares | Value |
|---|---|---|
| Vontobel Holding Ltd. | 383,211 | $41M |
| Portman Square Capital Llp | 66,442 | $7M |
| Czech National Bank | 41,293 | $4M |
| Mission Wealth Management, Lp | 40,818 | $4M |
| Wealth Enhancement Advisory Servic | 38,786 | $4M |
| Y-Intercept | 35,480 | $4M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $485M |
| VTI | 0.0% | $485M |
| VTSAX | 0.0% | $485M |
| VSMPX | 0.0% | $485M |
| VFFSX | 0.0% | $401M |
| VFIAX | 0.0% | $401M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 4.7M | 58 sh |
| Ubsa Ubs Ats | 3.9M | 59 sh |
| Sgmt Sigma X2 | 2.5M | 48 sh |
| Ebxl Level Ats | 2.4M | 37 sh |
| Mlix Instinct X | 1.9M | 73 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 1.8M | 47 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $2.1B | 51% |
| Non-US | $2.1B | 49% |
Moat score 51/100 — Weak; primary source Switching Costs.
| Officer | Title |
|---|---|
| Adam Karon | Chief Operating Officer & GM of Cloud Technology Group |
| Edward J. McGowan | Executive Vice President, Chief Financial Officer & Treasurer |
| Paul Joseph | Executive Vice President of Global Sales & Services |
| Robert Blumofe | Executive Vice President & Chief Technology Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +8.2% | +4.5% | +5.4% | +4.7% | +5.4% |
| Gross profit | +6.1% | +1.9% | +3.0% | +3.0% | -2.9% |
| Operating income | +18.9% | -13.6% | -5.8% | -16.3% | +17.8% |
| Net income | +17.0% | -19.6% | +4.6% | -7.8% | -10.5% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 3.5 | 3.6 | 3.8 | 4.0 | 4.2 | |
| Cost of revenue | 1.3 | 1.4 | 1.5 | 1.6 | 1.9 | |
| Gross profit | 2.2 | 2.2 | 2.3 | 2.4 | 2.3 | |
| R&D expense | 0.3 | 0.4 | 0.4 | 0.5 | 0.5 | |
| SG&A expense | 0.9 | 1.0 | 1.1 | 1.1 | 1.2 | |
| Operating income | 0.8 | 0.7 | 0.6 | 0.5 | 0.6 | |
| EBITDA | 1.4 | 1.3 | 1.2 | 1.3 | 1.3 | |
| D&A | 0.6 | 0.6 | 0.6 | 0.6 | 0.7 | |
| Pretax income | 0.7 | 0.7 | 0.7 | 0.6 | 0.6 | |
| Income tax | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | |
| Net income | 0.7 | 0.5 | 0.5 | 0.5 | 0.5 | |
| Diluted EPS ($) | 3.93 | 3.26 | 3.52 | 3.27 | 3.07 | |
| Diluted shares (M) | 166 | 160 | 155 | 154 | 147 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.5 | 0.5 | 0.5 | 0.9 | |
| ST investments | 0.6 | 0.4 | 1.1 | 0.3 | |
| Receivables (net) | 0.7 | 0.7 | 0.7 | 0.8 | |
| Total current assets | 2.0 | 1.8 | 2.6 | 2.2 | |
| PP&E (net) | 2.4 | 2.7 | 3.0 | 3.8 | |
| Goodwill + intangibles | 3.2 | 3.4 | 3.9 | 3.8 | |
| Total assets | 8.3 | 9.9 | 10.4 | 11.5 | |
| Accounts payable | 0.1 | 0.1 | 0.1 | 0.1 | |
| Short-term debt | 0.0 | 0.0 | 1.1 | 0.3 | |
| Deferred revenue | 0.1 | 0.1 | 0.1 | 0.2 | |
| Total current liabilities | 0.8 | 0.8 | 2.1 | 1.0 | |
| Long-term debt | 2.3 | 3.5 | 2.4 | 5.3 | |
| Total liabilities | 3.9 | 5.3 | 5.5 | 6.5 | |
| Shareholders' equity | 4.4 | 4.6 | 4.9 | 5.0 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.5 | 0.5 | 0.5 | 0.5 | |
| D&A | 0.6 | 0.6 | 0.6 | 0.7 | |
| Stock-based compensation | 0.2 | 0.3 | 0.4 | 0.5 | |
| Working capital change | (0.0) | (0.1) | (0.0) | (0.2) | |
| Operating cash flow | 1.3 | 1.3 | 1.5 | 1.5 | |
| Capital expenditures | (0.5) | (0.7) | (0.7) | (0.8) | |
| Investing cash flow | (0.6) | (1.8) | (0.8) | (0.5) | |
| Buybacks | (0.6) | (0.7) | (0.6) | (0.8) | |
| Dividends paid | 0.0 | 0.0 | 0.0 | 0.0 | |
| Debt issuance / (repay) | 0.0 | 1.2 | 0.0 | 0.3 | |
| Financing cash flow | (0.6) | 0.4 | (0.7) | (0.6) | |
| Free cash flow | 0.8 | 0.6 | 0.8 | 0.7 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 14.8% | 12.9% | 12.2% | 10.7% | 9.2% | 8% | |
| ROA | 8.2% | 7.0% | 6.0% | 5.0% | 4.1% | 2.7% | |
| ROIC | 11.3% | 9.2% | 6.5% | 5.8% | 4.4% | 2.9% | |
| Gross margin | 63.3% | 61.7% | 60.4% | 59.4% | 54.7% | 56.4% | |
| Operating margin | 22.6% | 18.7% | 16.7% | 13.4% | 14.9% | 11.8% | |
| Net margin | 18.8% | 14.5% | 14.4% | 12.7% | 10.7% | 9.5% | |
| EBITDA margin | 39.0% | 34.9% | 32.6% | 31.6% | 31.9% | 29.8% | |
| FCF margin | 24.8% | 22.6% | 16.2% | 20.9% | 16.6% | — | |
| VALUATION | |||||||
| P/E | 29.63 | 23.22 | 33.94 | 29.00 | 28.37 | 30.9 | |
| P/B | 4.26 | 3.04 | 4.04 | 3.00 | 2.58 | 2.7 | |
| P/S | 5.58 | 3.67 | 4.88 | 3.67 | 3.05 | 2.92 | |
| P/FCF | 22.47 | 16.26 | 30.05 | 17.56 | 18.34 | 20.0 | |
| EV/EBITDA | 15.61 | 12.17 | 17.92 | 13.98 | 13.42 | 15.9 | |
| EV/Revenue | 6.09 | 4.24 | 5.84 | 4.43 | 4.41 | 4.7 | |
| Earnings yield | 3.4% | 4.3% | 2.9% | 3.4% | 3.5% | 3.24% | |
| FCF yield | 4.5% | 6.2% | 3.3% | 5.7% | 5.5% | 4.99% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 2.43 | 2.41 | 2.16 | 1.23 | 2.29 | 1.64 | |
| Quick ratio | 2.43 | 2.41 | 2.16 | 1.23 | 2.29 | 1.64 | |
| Debt / equity | 0.63 | 0.73 | 0.99 | 0.95 | 1.39 | 1.97 | |
| Debt / assets | 35.1% | 38.2% | 45.8% | 44.7% | 60.2% | 62.0% | |
| Net debt / EBITDA | 1.32 | 1.64 | 2.96 | 2.40 | 4.14 | 6.11 | |
| Interest coverage | 11.07 | 59.04 | 37.91 | 22.72 | 9.52 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.44 | 0.44 | 0.42 | 0.39 | 0.39 | 0.29 | |
| Receivables turnover | 5.18 | 5.34 | 5.43 | 5.50 | 5.53 | 4.5 | |
| DSO (days) | 70 | 68 | 67 | 66 | 66 | 81 | |
| DPO (days) | 33 | 34 | 35 | 31 | 26 | 53 | |
| Cash conversion cycle | 38 | 35 | 32 | 35 | 40 | 28 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 8.2% | 4.5% | 5.4% | 4.7% | 5.4% | — | |
| Net income growth | 17.0% | -12.3% | -4.2% | -7.8% | -10.5% | — | |
| EPS growth | 17.6% | -8.1% | -4.0% | -5.4% | -6.7% | — | |
| FCF growth | 77.9% | -5.0% | -24.3% | 34.8% | -16.1% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 3.95 | 3.63 | 3.49 | 3.30 | 3.08 | 2.84 | |
| Book value / share | 27.46 | 27.69 | 29.28 | 31.87 | 33.87 | 32.83 | |
| Revenue / share | 20.98 | 22.97 | 24.28 | 26.07 | 28.63 | 29.88 | |
| FCF / share | 5.21 | 5.18 | 3.94 | 5.45 | 4.76 | 4.35 | |
| Cash / share | 6.54 | 7.02 | 5.51 | 10.43 | 8.07 | 23.19 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 2.7% | 4.6% | 3.5% | 3.8% | 12.5% | 7.79% | |
| Altman Z-Score | 4.34 | 3.21 | 3.18 | 2.64 | 2.29 | 1.6 | |
| Piotroski F-Score | 7 | 5 | 4 | 6 | 6 | 5/9 | |
| Beneish M-Score | -2.84 | -2.83 | -2.68 | -2.97 | -2.77 | -2.58 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 5 / 9 | Middling | |
| Altman Z-Score | 1.6 | Distress (<1.81) | Distress |
| Income quality | 3.52 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.58 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.82 |
| Interest burden | 0.89 |
| Operating margin | 12.9% |
| Asset turnover | 0.34× |
| Financial leverage | 2.78× |
| = ROE | 9% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.99 |
| Earnings stability | 0.56 |
| Earnings persistence | 0.99 |
| Revenue CAGR 3y | 5.7% |
| EPS CAGR 3y | -8.0% |
| FCF CAGR 3y | -3.6% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| GDDY | $13.4B | 15.6 | 443% | 18.5% | +7.4% | 7/9 | -17.2% |
| DOCN | $11.6B | 39.2 | 62% | 12.6% | +21.4% | 5/9 | +129.1% |
| CHKP | $14.1B | 13.9 | 38% | 28.8% | +4.6% | 7/9 | -26.8% |
| CFLT | $11.1B | -47.0 | -28% | -25.2% | +21.1% | 6/9 | +80.2% |
| GEN | $14.5B | 13.9 | 42% | 16.1% | +20.2% | 7/9 | — |
| SAIL | $10.7B | -55.1 | -3% | -16.3% | +135.5% | 5/9 | — |
| TOST | $16.3B | 38.1 | 25% | 8.1% | +23.0% | 8/9 | — |
| NTNX | $18.1B | 12.0 | 37460% | — | +12.4% | 5/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $4.49B | $4.51B / $4.45B | $6.68 | $6.81 / $6.40 | 16 |
| FY2027 | $5.21B | $5.40B / $4.88B | $6.74 | $8.32 / $5.44 | 15 |
| FY2028 | $6.37B | $7.11B / $5.33B | $8.61 | $12.08 / $5.96 | 7 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $170.20 | +93.8% | 5 |
| Last Quarter | $152.18 | +73.3% | 11 |
| Last Year | $138.62 | +57.9% | 39 |
| All Time | $127.83 | +45.6% | 72 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $106.03 | -18.22 | -17.18% | Below |
| SMA 50 | $108.75 | -20.94 | -19.26% | Below |
| SMA 200 | $112.26 | -24.45 | -21.78% | Below |
| EMA 9 | $97.60 | -9.79 | -10.03% | Below |
| EMA 21 | $102.83 | -15.02 | -14.61% | Below |
| EMA 50 | $108.12 | -20.31 | -18.78% | Below |
| EMA 200 | $109.29 | -21.48 | -19.65% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $90.31 / $94.47 / $96.61 | S1 / S2 | $88.17 / $84.01 |
| Bollinger (20,2) | $89.53 – $122.54 | Squeeze | Off |
| 52-wk range | $70.82 – $165.45 | Off 52-wk high | -46.9% |
| ATR (14) | $6.23 (7.1%) | Historical vol | 73.4% |
| Computed from live weekly prices | AKAM | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 9.47% | 1.83% |
| Best / worst week (1y) | +42.2% / -22.6% | — |
| Max drawdown (5y, monthly) | -39.2% | — |
| 1-week VaR (95%) | -11.8% | — |
| Beta (5y) | 0.64 | 1.00 |
| Reading | AKAM | Software - Infrastructure n=566 | Technology n=6,969 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -38.5 | -18.4 | -20.7 | -20.5 |
| Trend | -45.8 | -17.3 | -20.8 | -21.3 |
| Momentum | -69.2 | -20.2 | -28.5 | -15.8 |
| Volume | +16.3 | -1.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Dr. Leighton Chief Executive Officer | $16.0M | 100% equity+incentive |
| Mr. Karon COO and General Manager of the Clo | $7.7M | 93% equity+incentive |
| Mr. McGowan EVP, Chief Financial Officer and | $6.2M | 91% equity+incentive |
| Mr. Sundaram EVP and General Manager, Securi | $5.4M | 91% equity+incentive |
| Mr. Joseph EVP, Global Sales and Services | $5.3M | 90% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 59 |
| Social | 51 |
| Governance | 65 |
| Composite ESG | 58 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-25 | Exhibits | 9.01 |
| 2026-09-24 | Material Agreement; Unregistered Equity Sales; Bylaws Amendment; Regul | 1.01,3.02,5.03,7.01,9.01 |
| 2026-05-22 | Material Agreement; Financial Obligation; Unregistered Equity Sales; O | 1.01,2.03,3.02,8.01,9.01 |
| 2026-05-20 | Other Events; Exhibits | 8.01,9.01 |
| 2026-05-18 | Material Agreement; Financial Obligation; Other Events; Exhibits | 1.01,2.03,8.01,9.01 |
| 2026-05-13 | Officer/Director Change; Bylaws Amendment; Shareholder Vote; Exhibits | 5.02,5.03,5.07,9.01 |
| 2026-05-07 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-02-19 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-10-27 to 2026-08-06 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 107 rows · 1999 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-06-10 to 2026-09-25 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-01-21 to 2026-08-12 |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.