| Profitability | 83/100 |
| Growth | 72/100 |
| Momentum | 94/100 |
| Quality | 91/100 |
| Earnings Quality | 53/100 |
| Balance Sheet | 86/100 |
| Value | 32/100 |
| Risk (safety) | 100/100 |
| Overall | 80.9/100 |
| Symbol | IS Score |
|---|---|
| EW | 65 |
| ZBH | 60 |
| BSX | 67 |
| PEN | 68 |
| SNN | 76 |
| ALGN | 64 |
| DXCM | 81 |
Both readings sit above the midpoint — business quality at 81 and price structure at 50 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 75 and holds two consecutive quarters | now 80.9 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 70 → 79 → 81 → 81 | the direction matters more than the level |
| Technical vote share back above 50% | now 45% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,042 → now 977 | 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 | 977 | 389.4M | $25.8B | 101.5% | ex-outlier 91.5% |
| 2026 Q1 | 963 | 366.3M | $22.6B | 95.5% | |
| 2025 Q4 | 926 | 369.9M | $24.0B | 96.4% | |
| 2025 Q3 | 914 | 438.2M | $24.3B | 114.2% | ex-outlier 96.2% |
| 2025 Q2 | 945 | 370.3M | $31.6B | 96.5% | |
| 2025 Q1 | 936 | 364.7M | $24.6B | 95.0% | |
| 2024 Q4 | 954 | 358.8M | $27.5B | 93.5% | |
| 2024 Q3 | 892 | 361.5M | $23.7B | 94.2% | |
| 2024 Q2 | 1,003 | 374.4M | $41.8B | 97.6% | |
| 2024 Q1 | 1,042 | 368.8M | $50.3B | 96.1% | |
| 2023 Q4 | 980 | 378.3M | $46.0B | 98.6% | |
| 2023 Q3 | 903 | 368.8M | $34.0B | 96.1% |
Why 2026-06 reads 101.49%. Institutions cannot hold more of a company than exists. The reported 389.4M shares exceed the 383.7M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 38,244,137 shares against 38,964,371 the prior quarter, a 1x jump, which alone would be 10.0% of the company. Excluding that filing, ownership is 91.5%. 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 2025-09 reads 114.20%. Institutions cannot hold more of a company than exists. The reported 438.2M shares exceed the 383.7M outstanding, and a single filer accounts for the excess: TUDOR INVESTMENT CORP ET AL reports 69,150,000 shares, which alone would be 18.0% of the company. Excluding that filing, ownership is 96.2%. 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 |
|---|---|---|---|---|---|---|
| Stern Sadie | EVP Chief People & Culture Off | 2026-09-28 | SELL | 2,565 | $0.22M | 123,478 |
| Augustinos Nicholas | director | 2026-09-15 | SELL | 6,539 | $0.55M | 29,293 |
| Brown Michael Jon | EVP Chief Legal Compliance Off | 2026-09-15 | SELL | 1,700 | $0.14M | 99,885 |
| Augustinos Nicholas | director | 2026-09-14 | SELL | 1,550 | $0.13M | 35,832 |
| Sylvain Jereme M | EVP, Chief Financal Officer | 2026-09-10 | SELL | 3,638 | $0.30M | 146,828 |
| Boehnlein Glenn S | director | 2026-09-10 | A-Award | 5,841 | — | 5,841 |
| Stern Sadie | EVP Chief People & Culture Off | 2026-08-27 | SELL | 2,565 | $0.23M | 126,043 |
| Leach Jacob Steven | director, President, CEO, and Director | 2026-08-22 | TAX W/H | 1,451 | $0.13M | 418,908 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 26 | 155,631 | $12.1M | Counted |
| F — Tax withholding | 14 | 130,699 | $9.1M | None — compensation |
| G — Gifts | 4 | 20,888 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-10-15 | Michael Brown | 1,700 | $0.1M |
| 2026-09-28 | Sadie Stern | 2,565 | $0.2M |
| 2026-09-15 | Augustinos Nicholas | 6,539 | $0.5M |
| 2026-09-15 | Michael Brown | 1,700 | $0.1M |
| Trailing 12 mo | 29 filings | 169,466 | $13M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 5.02% | 19.3M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.49% | 28.8M sh |
| 2025-10-30 | SCHEDULE 13G/A | The Vanguard Group | 12.61% | 49.5M sh |
| 2025-04-24 | SCHEDULE 13G/A | BlackRock, Inc. | 8.30% | 32.5M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-05-01 | 2026-06-11 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-04-13 | 2026-05-13 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-01-29 | 2026-02-10 |
| John Boozman | Senate | BUY | $1,001 - $15,000 | 2026-01-26 | 2026-02-15 |
| John Boozman | Senate | BUY | $1,001 - $15,000 | 2026-01-26 | 2026-02-14 |
| John Boozman | Senate | BUY | $1,001 - $15,000 | 2026-01-26 | 2026-02-14 |
| Manager | Shares | Value |
|---|---|---|
| Chicago Capital, Llc | 864,397 | $75M |
| Fisher Funds Management Ltd | 304,933 | $26M |
| Assenagon Asset Management S.A. | 271,350 | $23M |
| Beacon Investment Advisory Service | 236,356 | $20M |
| Gradient Investments Llc | 236,283 | $20M |
| Fjarde Ap-Fonden /Fourth Swedish N | 155,667 | $13M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $1.0B |
| VTSAX | 0.0% | $1.0B |
| VSMPX | 0.0% | $1.0B |
| VTI | 0.0% | $1.0B |
| VFFSX | 0.0% | $855M |
| VFIAX | 0.0% | $855M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Ubsa Ubs Ats | 4.2M | 59 sh |
| Incr Intelligent Cross Llc | 4.1M | 50 sh |
| Sgmt Sigma X2 | 2.7M | 53 sh |
| Ebxl Level Ats | 2.4M | 35 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 2.1M | 56 sh |
| Pure Purestream | 2.0M | 42 sh |
Moat score 61/100 — Narrow; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Kevin Ronald Sayer | Executive Chairman of the Board |
| Jacob Steven Leach | President, CEO & Director |
| Jereme Sylvain | Executive VP, CFO, COO & Chief Accounting Officer |
| Michael Brown | Executive VP, Chief Legal & Compliance Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +27.1% | +18.8% | +24.5% | +11.3% | +15.6% |
| Gross profit | +31.3% | +12.1% | +21.5% | +6.5% | +14.9% |
| Operating income | -11.3% | +47.2% | +52.8% | +0.4% | +52.0% |
| Net income | -56.1% | +57.3% | +58.7% | +6.4% | +45.1% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 2.4 | 2.9 | 3.6 | 4.0 | 4.7 | |
| Cost of revenue | 0.8 | 1.0 | 1.3 | 1.6 | 1.9 | |
| Gross profit | 1.7 | 1.9 | 2.3 | 2.4 | 2.8 | |
| R&D expense | 0.6 | 0.5 | 0.5 | 0.6 | 0.6 | |
| SG&A expense | 0.8 | 1.0 | 1.2 | 1.3 | 1.3 | |
| Operating income | 0.3 | 0.4 | 0.6 | 0.6 | 0.9 | |
| EBITDA | 0.4 | 0.6 | 0.9 | 0.9 | 1.2 | |
| D&A | 0.1 | 0.2 | 0.2 | 0.2 | 0.3 | |
| Pretax income | 0.3 | 0.4 | 0.7 | 0.7 | 1.1 | |
| Income tax | 0.0 | 0.0 | 0.2 | 0.1 | 0.3 | |
| Net income | 0.2 | 0.3 | 0.5 | 0.6 | 0.8 | |
| Diluted EPS ($) | 0.51 | 0.80 | 1.30 | 1.42 | 2.09 | |
| Diluted shares (M) | 429 | 428 | 426 | 413 | 406 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.6 | 0.6 | 0.6 | 0.9 | |
| ST investments | 1.8 | 2.2 | 2.0 | 1.1 | |
| Receivables (net) | 0.8 | 1.0 | 1.0 | 1.3 | |
| Total current assets | 3.7 | 4.4 | 4.3 | 4.0 | |
| PP&E (net) | 1.1 | 1.2 | 1.4 | 1.6 | |
| Goodwill + intangibles | 0.2 | 0.2 | 0.1 | 0.1 | |
| Total assets | 5.4 | 6.3 | 6.5 | 6.3 | |
| Accounts payable | 0.2 | 0.3 | 0.3 | 0.3 | |
| Short-term debt | 0.8 | 0.0 | 1.2 | 0.0 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 1.8 | 1.6 | 2.9 | 2.1 | |
| Long-term debt | 1.2 | 2.4 | 1.2 | 1.2 | |
| Total liabilities | 3.3 | 4.2 | 4.4 | 3.6 | |
| Shareholders' equity | 2.1 | 2.1 | 2.1 | 2.7 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.3 | 0.5 | 0.6 | 0.8 | |
| D&A | 0.2 | 0.2 | 0.2 | 0.3 | |
| Stock-based compensation | 0.1 | 0.2 | 0.2 | 0.2 | |
| Working capital change | 0.0 | 0.0 | 0.1 | 0.1 | |
| Operating cash flow | 0.7 | 0.7 | 1.0 | 1.4 | |
| Capital expenditures | (0.4) | (0.2) | (0.4) | (0.4) | |
| Investing cash flow | (0.5) | (0.5) | (0.2) | 0.5 | |
| Buybacks | (0.6) | (0.7) | (0.8) | (0.5) | |
| Dividends paid | 0.0 | 0.0 | 0.0 | 0.0 | |
| Debt issuance / (repay) | 0.0 | 0.4 | 0.0 | (1.2) | |
| Financing cash flow | (0.6) | (0.3) | (0.7) | (1.7) | |
| Free cash flow | 0.3 | 0.5 | 0.6 | 1.1 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 8.0% | 16.3% | 25.8% | 27.6% | 34.5% | 36% | |
| ROA | 3.4% | 6.6% | 9.3% | 9.0% | 13.0% | 15.5% | |
| ROIC | 15.9% | 18.8% | 23.5% | 23.1% | 32.8% | 21.6% | |
| Gross margin | 68.6% | 64.7% | 63.2% | 60.5% | 60.1% | 62.5% | |
| Operating margin | 10.9% | 13.4% | 16.5% | 14.9% | 19.6% | 22.9% | |
| Net margin | 8.9% | 11.7% | 14.9% | 14.3% | 17.9% | 20.1% | |
| EBITDA margin | 15.4% | 19.4% | 25.3% | 23.4% | 25.0% | 31.4% | |
| FCF margin | 2.2% | 10.5% | 14.1% | 15.6% | 23.1% | — | |
| VALUATION | |||||||
| P/E | 336.68 | 141.35 | 95.31 | 54.89 | 31.66 | 33.2 | |
| P/B | 25.51 | 22.62 | 24.95 | 15.04 | 9.64 | 12.6 | |
| P/S | 21.27 | 16.57 | 14.25 | 7.84 | 5.68 | 6.53 | |
| P/FCF | 977.21 | 158.28 | 100.82 | 50.15 | 24.58 | 23.1 | |
| EV/EBITDA | 135.81 | 84.65 | 56.16 | 33.45 | 19.04 | 21.0 | |
| EV/Revenue | 21.04 | 16.47 | 14.21 | 7.84 | 5.55 | 6.6 | |
| Earnings yield | 0.3% | 0.7% | 1.0% | 1.8% | 3.2% | 3.03% | |
| FCF yield | 0.1% | 0.6% | 1.0% | 2.0% | 4.1% | 4.33% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 5.11 | 1.99 | 2.84 | 1.47 | 1.88 | 1.73 | |
| Quick ratio | 4.62 | 1.83 | 2.48 | 1.28 | 1.59 | 1.43 | |
| Debt / equity | 1.06 | 1.01 | 1.25 | 1.23 | 0.51 | 0.53 | |
| Debt / assets | 43.7% | 39.8% | 41.4% | 39.9% | 21.9% | 21.7% | |
| Net debt / EBITDA | -1.51 | -0.55 | -0.14 | 0.01 | -0.45 | 0.19 | |
| Interest coverage | 14.75 | 21.14 | 36.00 | 38.32 | 60.48 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.53 | 0.56 | 0.62 | 0.63 | 0.73 | 0.77 | |
| Receivables turnover | 5.19 | 4.74 | 4.29 | 4.07 | 4.20 | 3.9 | |
| DSO (days) | 70 | 77 | 85 | 90 | 87 | 94 | |
| DPO (days) | 84 | 76 | 70 | 71 | 68 | 83 | |
| Cash conversion cycle | 127 | 119 | 133 | 145 | 134 | 153 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 27.1% | 18.8% | 24.5% | 11.3% | 15.6% | — | |
| Net income growth | -68.7% | 120.6% | 58.7% | 6.4% | 45.1% | — | |
| EPS growth | -68.5% | 100.9% | 62.5% | 8.8% | 48.0% | — | |
| FCF growth | -80.7% | 471.7% | 68.0% | 23.2% | 70.8% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 0.40 | 0.80 | 1.30 | 1.42 | 2.10 | 2.61 | |
| Book value / share | 5.26 | 5.01 | 4.97 | 5.17 | 6.88 | 6.83 | |
| Revenue / share | 6.31 | 6.83 | 8.71 | 9.92 | 11.69 | 12.95 | |
| FCF / share | 0.14 | 0.72 | 1.23 | 1.55 | 2.70 | 3.66 | |
| Cash / share | 7.04 | 5.77 | 6.55 | 6.34 | 5.01 | 5.07 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 1.2% | 1.3% | 2.4% | 1.9% | 4.18% | |
| Altman Z-Score | 12.25 | 10.20 | 9.12 | 5.92 | 6.63 | 7.5 | |
| Piotroski F-Score | 5 | 6 | 7 | 7 | 9 | 8/9 | |
| Beneish M-Score | -2.43 | -2.16 | -2.28 | -2.62 | -2.78 | -3.13 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 8 / 9 | Strong | |
| Altman Z-Score | 7.5 | Safe (>2.99) | Safe |
| Income quality | 1.75 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -3.13 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.78 |
| Interest burden | 0.99 |
| Operating margin | 26.1% |
| Asset turnover | 0.72× |
| Financial leverage | 2.65× |
| = ROE | 38% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.99 |
| Earnings stability | 0.54 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 15.8% |
| EPS CAGR 3y | 45.5% |
| FCF CAGR 3y | 44.5% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| EW | $49.9B | 49.8 | 9% | 13.9% | +14.6% | 6/9 | +19.2% |
| ZBH | $18.1B | 23.0 | 6% | 9.1% | +8.6% | 6/9 | -5.0% |
| BSX | $64.3B | 17.9 | 15% | 16.7% | +13.5% | 8/9 | -54.6% |
| PEN | $12.6B | 78.4 | 11% | 8.9% | +17.6% | 6/9 | +26.4% |
| SNN | $12.2B | 19.0 | 22% | 9.8% | +11.5% | 8/9 | — |
| ALGN | $10.5B | 25.6 | 10% | 10.3% | +4.4% | 7/9 | — |
| GMED | $10.3B | 19.3 | 12% | 19.2% | +19.7% | 8/9 | — |
| PODD | $9.8B | 26.3 | 26% | 11.8% | +29.4% | 9/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $5.23B | $5.30B / $5.22B | $2.67 | $2.73 / $2.48 | 16 |
| FY2027 | $5.80B | $5.91B / $5.71B | $3.13 | $3.34 / $2.87 | 16 |
| FY2028 | $6.45B | $6.61B / $6.20B | $3.73 | $4.07 / $2.95 | 7 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $106.67 | +24.0% | 3 |
| Last Quarter | $97.57 | +13.4% | 14 |
| Last Year | $87.68 | +1.9% | 47 |
| All Time | $84.75 | -1.5% | 90 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $86.15 | -0.11 | -0.13% | Below |
| SMA 50 | $87.55 | -1.51 | -1.72% | Below |
| SMA 200 | $73.97 | +12.07 | +16.32% | Above |
| EMA 9 | $85.58 | +0.46 | +0.54% | Above |
| EMA 21 | $85.90 | +0.14 | +0.16% | Above |
| EMA 50 | $85.00 | +1.04 | +1.22% | Above |
| EMA 200 | $77.42 | +8.62 | +11.13% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $86.95 / $88.64 / $89.58 | S1 / S2 | $86.01 / $84.32 |
| Bollinger (20,2) | $82.81 – $89.49 | Squeeze | ON |
| 52-wk range | $54.11 – $92.59 | Off 52-wk high | -7.1% |
| ATR (14) | $2.47 (2.9%) | Historical vol | 29.4% |
| Computed from live weekly prices | DXCM | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 5.32% | 1.83% |
| Best / worst week (1y) | +17.0% / -14.9% | — |
| Max drawdown (5y, monthly) | -63.6% | — |
| 1-week VaR (95%) | -7.4% | — |
| Beta (5y) | 1.42 | 1.00 |
| Reading | DXCM | Medical - Devices n=524 | Healthcare n=5,272 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -20.7 | -20.2 | -24.0 | -20.5 |
| Trend | -22.2 | -22.1 | -25.6 | -21.3 |
| Momentum | +5.0 | -22.0 | -28.5 | -15.8 |
| Volume | -38.8 | -5.0 | -25.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Kevin Sayer Executive Chairman | $16.3M | 92% equity+incentive |
| Jacob Leach President & Chief Executive Offi | $8.0M | 89% equity+incentive |
| Jereme Sylvain EVP, Chief Financial Officer | $7.1M | 90% equity+incentive |
| Jon Coleman EVP, Chief Commercial Officer | $6.7M | 92% equity+incentive |
| Michael Brown EVP, Chief Legal Officer | $6.3M | 90% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 52 |
| Social | 51 |
| Governance | 61 |
| Composite ESG | 55 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-14 | Officer/Director Change; Regulation FD; Exhibits | 5.02,7.01,9.01 |
| 2026-09-10 | Officer/Director Change; Regulation FD; Exhibits | 5.02,7.01,9.01 |
| 2026-07-30 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-05-28 | Shareholder Vote | 5.07 |
| 2026-05-15 | Regulation FD; Other Events | 7.01,8.01 |
| 2026-04-30 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-03-02 | Departure/Election of Directors; Appointment of Officers; Financial St | 5.02,9.01 |
| 2026-02-26 | Departure/Election of Directors; Appointment of Officers; Regulation F | 5.02,7.01,9.01 |
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 2026-07-30 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 86 rows · 2005 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-08-20 to 2026-09-28 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-04-24 to 2026-04-29 |
| 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.