| Profitability | 78/100 |
| Growth | 89/100 |
| Momentum | 92/100 |
| Quality | 68/100 |
| Earnings Quality | 52/100 |
| Balance Sheet | 56/100 |
| Value | 53/100 |
| Risk (safety) | 30/100 |
| Overall | 67.0/100 |
| Symbol | IS Score |
|---|---|
| CCL | 53 |
| VIK | 73 |
| SABRP | 29 |
| RCL | 54 |
| ABNB | 75 |
| BKNG | 77 |
| EXPE | 67 |
Both readings sit above the midpoint — business quality at 67 and price structure at 80 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 67.0 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 61 → 52 → 61 → 67 | the direction matters more than the level |
| Technical vote share back above 50% | now 82% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,150 → now 1,127 | 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 | 1,127 | 121.3M | $30.0B | 100.2% | ex-outlier 91.7% |
| 2026 Q1 | 1,102 | 112.9M | $25.5B | 93.2% | |
| 2025 Q4 | 1,150 | 116.5M | $32.5B | 96.3% | |
| 2025 Q3 | 1,003 | 118.5M | $24.0B | 97.9% | |
| 2025 Q2 | 931 | 117.4M | $19.7B | 97.0% | |
| 2025 Q1 | 902 | 119.0M | $19.8B | 98.3% | |
| 2024 Q4 | 900 | 116.4M | $21.4B | 96.2% | |
| 2024 Q3 | 786 | 116.9M | $17.1B | 96.6% | |
| 2024 Q2 | 774 | 119.4M | $14.6B | 98.7% | |
| 2024 Q1 | 825 | 123.8M | $16.4B | 102.3% | ex-outlier 89.7% |
| 2023 Q4 | 788 | 123.5M | $18.3B | 102.1% | |
| 2023 Q3 | 712 | 131.0M | $13.3B | 108.2% |
Why 2026-06 reads 100.21%. Institutions cannot hold more of a company than exists. The reported 121.3M shares exceed the 121.0M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 10,274,676 shares against 10,497,804 the prior quarter, a 1x jump, which alone would be 8.5% of the company. Excluding that filing, ownership is 91.7%. 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 2024-03 reads 102.30%. Institutions cannot hold more of a company than exists. The reported 123.8M shares exceed the 121.0M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 15,255,953 shares against 15,466,475 the prior quarter, a 1x jump, which alone would be 12.6% of the company. Excluding that filing, ownership is 89.7%. 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 |
|---|---|---|---|---|---|---|
| Dzielak Robert J | Chief Legal Officer & Sec'y | 2026-10-15 | EXERCISE | 2,304 | — | 106,635 |
| Dzielak Robert J | Chief Legal Officer & Sec'y | 2026-10-15 | TAX W/H | 920 | $0.25M | 105,715 |
| Dzielak Robert J | Chief Legal Officer & Sec'y | 2026-10-15 | EXERCISE | 2,304 | — | 4,608 |
| Menendez-Cambo Patricia | director | 2026-10-01 | A-Award | 65 | — | 2,071 |
| Von Furstenberg Alexander | director | 2026-10-01 | A-Award | 3 | — | 1,568 |
| Khosrowshahi Dara | director | 2026-10-01 | A-Award | 46 | — | 2,172 |
| Dubugras Henrique Vasoncelos | director | 2026-10-01 | A-Award | 43 | — | 97 |
| Clinton Chelsea | director | 2026-10-01 | A-Award | 49 | — | 2,970 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 8 | 25,817 | $7.0M | Counted |
| M — Exercises (paired A/D) | 66 | 116,169 | — | None — mechanics |
| F — Tax withholding | 15 | 41,525 | $11.2M | None — compensation |
| G — Gifts | 1 | 788,799 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-18 | Lance Soliday | 2,810 | $0.9M |
| 2026-08-13 | Jacobson Craig A | 3,133 | $1.0M |
| 2026-08-07 | Robert Dzielak | 6,007 | $1.8M |
| 2026-05-27 | Robert Dzielak | 5,000 | $1.1M |
| Trailing 12 mo | 10 filings | 31,820 | $8M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 5.08% | 5.9M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Capital Management | 7.48% | 8.8M sh |
| 2025-10-30 | SCHEDULE 13G/A | The Vanguard Group | 12.85% | 15.2M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2025-08-26 | 2025-09-12 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2024-02-13 | 2024-03-06 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2023-11-03 | 2023-12-06 |
| John Fetterman | Senate | BUY | $1,001 - $15,000 | 2026-05-06 | 2026-06-12 |
| John Karl Fetterman | Senate | BUY | $1,001 - $15,000 | 2026-05-06 | 2026-06-12 |
| Manager | Shares | Value |
|---|---|---|
| Burney Co/ | 151,855 | $40M |
| Congress Asset Management Co | 140,303 | $37M |
| Wedge Capital Management L L P/Nc | 109,870 | $29M |
| Annex Advisory Services, Llc | 95,708 | $25M |
| Wealth Enhancement Advisory Servic | 82,242 | $21M |
| Sapient Capital Llc | 63,587 | $17M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $955M |
| VTI | 0.0% | $955M |
| VTSAX | 0.0% | $955M |
| VSMPX | 0.0% | $955M |
| VFFSX | 0.0% | $792M |
| VFIAX | 0.0% | $792M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 3.9M | 47 sh |
| Ubsa Ubs Ats | 3.6M | 54 sh |
| Sgmt Sigma X2 | 2.5M | 45 sh |
| Ebxl Level Ats | 2.3M | 29 sh |
| Mspl Ms Pool (Ats-4) | 1.8M | 133 sh |
| Mlix Instinct X | 1.4M | 65 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $8.7B | 100% |
Moat score 59/100 — Narrow; primary source Intangible Assets.
| Officer | Title |
|---|---|
| Derek Andersen | Chief Financial Officer |
| Eric Hart | Chief Strategy, Business & Corporate Development Officer |
| Ariane Gorin | Chief Executive Officer & Director |
| Barry Diller | Executive Chairman of the Board & Senior Executive |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +65.4% | +35.7% | +10.0% | +6.6% | +7.6% |
| Gross profit | +101.1% | +41.5% | +12.5% | +8.7% | +1.2% |
| Operating income | -112.2% | +483.3% | -4.8% | +27.7% | +50.0% |
| Net income | -100.5% | +2833.3% | +126.4% | +54.8% | +4.9% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 8.6 | 11.7 | 12.8 | 13.7 | 14.7 | |
| Cost of revenue | 1.5 | 1.7 | 1.6 | 1.4 | 2.3 | |
| Gross profit | 7.1 | 10.0 | 11.3 | 12.2 | 12.4 | |
| R&D expense | 1.1 | 1.2 | 1.4 | 1.3 | 1.3 | |
| SG&A expense | 4.9 | 6.8 | 7.6 | 8.4 | 8.1 | |
| Operating income | 0.2 | 1.1 | 1.0 | 1.3 | 2.0 | |
| EBITDA | 1.1 | 1.6 | 2.1 | 2.6 | 2.9 | |
| D&A | 0.8 | 0.8 | 0.8 | 0.8 | 0.9 | |
| Pretax income | -0.0 | 0.5 | 1.0 | 1.5 | 1.6 | |
| Income tax | -0.1 | 0.2 | 0.3 | 0.3 | 0.3 | |
| Net income | 0.0 | 0.4 | 0.8 | 1.2 | 1.3 | |
| Diluted EPS ($) | -1.80 | 2.18 | 5.31 | 8.95 | 9.81 | |
| Diluted shares (M) | 150 | 162 | 150 | 138 | 132 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 4.1 | 4.2 | 4.2 | 7.0 | |
| ST investments | 0.0 | 0.0 | 0.3 | 0.3 | |
| Receivables (net) | 2.1 | 2.8 | 3.3 | 4.2 | |
| Total current assets | 8.8 | 9.2 | 9.8 | 12.2 | |
| PP&E (net) | 2.6 | 2.7 | 2.7 | 2.7 | |
| Goodwill + intangibles | 8.4 | 7.9 | 7.7 | 7.7 | |
| Total assets | 21.6 | 21.6 | 22.4 | 24.5 | |
| Accounts payable | 2.7 | 3.1 | 3.1 | 3.3 | |
| Short-term debt | 0.0 | 0.0 | 1.0 | 1.7 | |
| Deferred revenue | 7.3 | 7.9 | 8.7 | 10.6 | |
| Total current liabilities | 10.8 | 11.8 | 13.6 | 16.7 | |
| Long-term debt | 6.2 | 6.3 | 5.2 | 4.7 | |
| Total liabilities | 17.8 | 18.9 | 19.6 | 21.9 | |
| Shareholders' equity | 3.7 | 2.8 | 2.8 | 2.5 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.3 | 0.8 | 1.2 | 1.3 | |
| D&A | 0.8 | 0.8 | 0.8 | 0.9 | |
| Stock-based compensation | 0.4 | 0.4 | 0.5 | 0.4 | |
| Working capital change | 1.3 | 0.3 | 0.4 | 1.2 | |
| Operating cash flow | 3.4 | 2.7 | 3.1 | 3.9 | |
| Capital expenditures | (0.7) | (0.8) | (0.8) | (0.8) | |
| Investing cash flow | (0.6) | (0.8) | (1.3) | (0.5) | |
| Buybacks | (0.6) | (2.1) | (1.8) | (1.9) | |
| Dividends paid | 0.0 | 0.0 | 0.0 | (0.2) | |
| Debt issuance / (repay) | (2.1) | 0.0 | 0.0 | (0.1) | |
| Financing cash flow | (2.6) | (2.1) | (1.7) | (2.1) | |
| Free cash flow | 2.8 | 1.8 | 2.3 | 3.1 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 0.5% | 16.2% | 41.8% | 79.8% | 91.1% | 185% | |
| ROA | 0.1% | 1.6% | 3.7% | 5.6% | 5.5% | 7.0% | |
| ROIC | 2.2% | 14.7% | 18.1% | 29.0% | 248.8% | 25.9% | |
| Gross margin | 82.3% | 85.8% | 87.7% | 89.5% | 84.1% | 90.4% | |
| Operating margin | 2.2% | 9.3% | 8.0% | 9.6% | 13.4% | 18.8% | |
| Net margin | 0.1% | 3.0% | 6.2% | 9.0% | 8.8% | 13.0% | |
| EBITDA margin | 13.1% | 13.8% | 16.1% | 19.2% | 19.4% | 25.0% | |
| FCF margin | 35.8% | 23.8% | 14.4% | 21.1% | 25.1% | — | |
| VALUATION | |||||||
| P/E | 2433.39 | 39.62 | 27.46 | 20.78 | 28.08 | 17.3 | |
| P/B | 14.20 | 6.11 | 14.27 | 16.47 | 28.30 | 28.9 | |
| P/S | 3.40 | 1.20 | 1.70 | 1.87 | 2.47 | 2.11 | |
| P/FCF | 9.50 | 5.02 | 11.87 | 8.86 | 9.83 | 6.6 | |
| EV/EBITDA | 29.90 | 10.18 | 11.69 | 10.55 | 12.86 | 8.2 | |
| EV/Revenue | 3.92 | 1.40 | 1.88 | 2.02 | 2.42 | 2.0 | |
| Earnings yield | 0.0% | 2.5% | 3.6% | 4.8% | 3.6% | 5.82% | |
| FCF yield | 10.5% | 19.9% | 8.4% | 11.3% | 10.2% | 15.25% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.87 | 0.82 | 0.78 | 0.72 | 0.73 | 0.80 | |
| Quick ratio | 0.87 | 0.82 | 0.78 | 0.72 | 0.73 | 0.80 | |
| Debt / equity | 4.28 | 2.87 | 4.28 | 4.19 | 5.19 | 4.70 | |
| Debt / assets | 40.9% | 30.4% | 30.3% | 29.2% | 27.3% | 19.6% | |
| Net debt / EBITDA | 3.99 | 1.50 | 1.12 | 0.78 | -0.23 | -0.25 | |
| Interest coverage | 0.89 | 2.94 | 5.16 | 7.27 | 6.32 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.43 | 0.54 | 0.59 | 0.62 | 0.63 | 0.54 | |
| Receivables turnover | 8.75 | 6.98 | 5.28 | 4.56 | 3.99 | 2.7 | |
| DSO (days) | 42 | 52 | 69 | 80 | 91 | 136 | |
| DPO (days) | 374 | 515 | 670 | 783 | 797 | 922 | |
| Cash conversion cycle | -332 | -463 | -601 | -703 | -706 | -786 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 65.4% | 35.7% | 10.0% | 6.6% | 7.6% | — | |
| Net income growth | 100.5% | 2833.3% | 126.4% | 54.8% | 4.9% | — | |
| EPS growth | 100.4% | 2877.2% | 150.0% | 62.2% | 12.8% | — | |
| FCF growth | 166.4% | -9.7% | -33.6% | 56.9% | 27.7% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 0.07 | 2.21 | 5.52 | 8.95 | 10.09 | 16.82 | |
| Book value / share | 12.70 | 14.31 | 10.62 | 11.29 | 10.01 | 20.42 | |
| Revenue / share | 53.10 | 73.13 | 88.87 | 99.27 | 114.89 | 129.72 | |
| FCF / share | 18.99 | 17.41 | 12.76 | 20.98 | 28.81 | 41.68 | |
| Cash / share | 26.62 | 25.98 | 29.44 | 32.50 | 56.89 | 58.89 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.6% | 4.4% | 9.8% | 7.2% | 5.3% | 6.05% | |
| Altman Z-Score | 1.24 | 0.93 | 1.30 | 1.49 | 1.73 | 1.6 | |
| Piotroski F-Score | 7 | 8 | 8 | 8 | 9 | 8/9 | |
| Beneish M-Score | -2.33 | -2.73 | -2.65 | -2.74 | -2.74 | -2.82 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 8 / 9 | Strong | |
| Altman Z-Score | 1.6 | Distress (<1.81) | Distress |
| Income quality | 2.57 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.82 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.76 |
| Interest burden | 0.88 |
| Operating margin | 19.3% |
| Asset turnover | 0.56× |
| Financial leverage | 27.40× |
| = ROE | 199% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.92 |
| Earnings stability | 0.81 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 8.6% |
| EPS CAGR 3y | 40.6% |
| FCF CAGR 3y | 29.5% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| CCL | $34.8B | 11.2 | 24% | 22.8% | +5.2% | 7/9 | -8.2% |
| VIK | $37.2B | 27.5 | 140% | 26.8% | +20.0% | 7/9 | +38.7% |
| SABRP | $23.6B | 19.4 | -38% | 1.1% | -4.1% | 5/9 | — |
| RCL | $74.3B | 17.1 | 45% | 23.3% | +8.7% | 6/9 | -7.0% |
| ABNB | $104.0B | 39.3 | 35% | 22.6% | +13.6% | 7/9 | +41.3% |
| BKNG | $122.8B | 18.0 | -83% | 26.5% | +12.9% | 5/9 | — |
| NCLH | $6.9B | 9.0 | 37% | 8.4% | +6.2% | 7/9 | — |
| GBTG | $5.0B | 59.4 | 6% | 1.7% | +30.2% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $16.22B | $16.28B / $16.08B | $21.02 | $22.59 / $19.01 | 20 |
| FY2027 | $17.36B | $17.57B / $17.20B | $24.68 | $27.55 / $21.26 | 22 |
| FY2028 | $18.60B | $19.98B / $17.92B | $28.49 | $36.00 / $22.28 | 17 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $281.50 | -2.6% | 2 |
| Last Quarter | $330.95 | +14.5% | 21 |
| Last Year | $294.98 | +2.1% | 54 |
| All Time | $227.83 | -21.2% | 144 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $269.46 | +19.49 | +7.23% | Above |
| SMA 50 | $293.06 | -4.11 | -1.40% | Below |
| SMA 200 | $258.67 | +30.28 | +11.71% | Above |
| EMA 9 | $277.05 | +11.90 | +4.30% | Above |
| EMA 21 | $275.74 | +13.21 | +4.79% | Above |
| EMA 50 | $280.16 | +8.79 | +3.14% | Above |
| EMA 200 | $260.80 | +28.15 | +10.79% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $289.11 / $297.36 / $302.86 | S1 / S2 | $283.61 / $275.36 |
| Bollinger (20,2) | $250.31 – $288.60 | Squeeze | Off |
| 52-wk range | $184.28 – $341.51 | Off 52-wk high | -15.4% |
| ATR (14) | $11.41 (3.9%) | Historical vol | 42.6% |
| Computed from live weekly prices | EXPE | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 7.44% | 1.83% |
| Best / worst week (1y) | +21.7% / -14.5% | — |
| Max drawdown (5y, monthly) | -63.9% | — |
| 1-week VaR (95%) | -11.4% | — |
| Beta (5y) | 1.25 | 1.00 |
| Reading | EXPE | Travel Services n=168 | Consumer Cyclical n=5,686 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -0.6 | -24.8 | -20.5 | -20.5 |
| Trend | +17.5 | -37.1 | -25.1 | -21.3 |
| Momentum | +55.3 | -15.5 | -15.0 | -15.8 |
| Volume | -37.9 | -26.8 | -10.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Ariane Gorin Chief Executive Officer | $17.6M | 89% equity+incentive |
| Scott Schenkel Chief Financial Officer | $9.8M | 67% equity+incentive |
| Robert Dzielak Chief Legal & People Officer, | $8.3M | 88% equity+incentive |
| Barry Diller Chairman and Senior Executive | $5.6M | 80% equity+incentive |
| Julie Whalen Former Chief Financial Officer | $1.7M | 0% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 51 |
| Social | 50 |
| Governance | 55 |
| Composite ESG | 52 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-06-23 | Shareholder Vote | 5.07 |
| 2026-04-23 | Officer/Director Change; Regulation FD; Exhibits | 5.02,7.01,9.01 |
| 2026-04-10 | Other Events; Exhibits | 8.01,9.01 |
| 2026-03-30 | Material Agreement; Termination of Agreement; Financial Obligation; Ot | 1.01,1.02,2.03,8.01,9.01 |
| 2026-02-12 | Results of Operations and Financial Condition; Other Events; Financial | 2.02,8.01,9.01 |
| 2025-11-12 | Other Events; Financial Statements and Exhibits | 8.01,9.01 |
| 2025-11-06 | Results of Operations and Financial Condition; Other Events; Financial | 2.02,8.01,9.01 |
| 2025-08-07 | Results of Operations and Financial Condition; Other Events; Financial | 2.02,8.01,9.01 |
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 · 2020-11-04 to 2026-08-05 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 60 rows · 2011 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-08-15 to 2026-10-15 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 3 rows · 2025-10-30 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.