| Profitability | 51/100 |
| Growth | 74/100 |
| Momentum | 87/100 |
| Quality | 60/100 |
| Earnings Quality | 64/100 |
| Balance Sheet | 41/100 |
| Value | 87/100 |
| Risk (safety) | 15/100 |
| Overall | 55.4/100 |
| Symbol | IS Score |
|---|---|
| CDW | 49 |
| BR | 74 |
| LDOS | 63 |
| CACI | 57 |
| IT | 60 |
| CTSH | 66 |
| FIS | 55 |
Both readings sit above the midpoint — business quality at 55 and price structure at 64 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 55.4 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 33 → 44 → 60 → 55 | the direction matters more than the level |
| Technical vote share back above 50% | now 55% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 1,071 → now 862 | 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 | 862 | 526.2M | $20.2B | 102.0% | ex-outlier 92.5% |
| 2026 Q1 | 945 | 492.5M | $23.1B | 95.5% | |
| 2025 Q4 | 990 | 500.7M | $33.0B | 97.0% | |
| 2025 Q3 | 980 | 499.2M | $32.7B | 96.7% | |
| 2025 Q2 | 1,033 | 519.5M | $42.1B | 100.7% | ex-outlier 88.5% |
| 2025 Q1 | 1,022 | 518.4M | $38.5B | 100.5% | |
| 2024 Q4 | 1,071 | 508.9M | $41.0B | 98.6% | |
| 2024 Q3 | 1,043 | 515.0M | $42.9B | 99.8% | |
| 2024 Q2 | 1,010 | 523.8M | $39.2B | 101.5% | |
| 2024 Q1 | 982 | 533.2M | $39.0B | 103.3% | |
| 2023 Q4 | 965 | 540.4M | $32.1B | 104.7% | |
| 2023 Q3 | 915 | 546.3M | $29.9B | 105.9% |
Why 2026-06 reads 101.97%. Institutions cannot hold more of a company than exists. The reported 526.2M shares exceed the 516.0M outstanding, and a single filer accounts for the excess: Dodge & Cox reports 49,069,080 shares against 49,073,157 the prior quarter, a 1x jump, which alone would be 9.5% of the company. Excluding that filing, ownership is 92.5%. 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 2025-06 reads 100.68%. Institutions cannot hold more of a company than exists. The reported 519.5M shares exceed the 516.0M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 63,019,323 shares against 62,642,824 the prior quarter, a 1x jump, which alone would be 12.2% of the company. Excluding that filing, ownership is 88.5%. 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.
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Goldstein Jeffrey A | director | 2026-10-15 | BUY | 1,585 | $0.06M | 18,697 |
| Keller Charles H. | Chief Legal Officer | 2026-08-21 | A-Award | 1,367 | — | 1,367 |
| Duet Donald Joseph | Chief Technology Officer | 2026-08-05 | A-Award | 9,478 | — | 9,478 |
| Keller Charles H. | Chief Legal Officer | 2026-08-05 | A-Award | 7,106 | — | 7,106 |
| Duet Donald Joseph | Chief Technology Officer | 2026-07-30 | — | 36,725 | — | 0 |
| Keller Charles H. | Chief Legal Officer | 2026-07-30 | — | 23,518 | — | 0 |
| Goldstein Jeffrey A | director | 2026-07-15 | BUY | 1,386 | $0.06M | 17,112 |
| Chakravarthy Anil | director | 2026-06-15 | A-Award | 5,485 | — | 7,182 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| P — Open-market purchases | 4 | 24,014 | $1.2M | Counted |
| M — Exercises (paired A/D) | 12 | 159,584 | — | None — mechanics |
| F — Tax withholding | 16 | 82,578 | $4.2M | None — compensation |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-11 | Tsai Caroline | 22,142 | $0.9M |
| 2025-09-09 | Tsai Caroline | 1,786 | $0.1M |
| 2024-11-15 | Williams Lenore D | 11,305 | $1.0M |
| 2023-06-20 | Hoag Erik D | 3,451 | $0.2M |
| Trailing 12 mo | 2 filings | 23,928 | $1M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-07-27 | SCHEDULE 13G/A | JPMORGAN CHASE & CO. | 5.20% | 27.0M sh |
| 2026-05-14 | SCHEDULE 13G/A | Capital Research Global Investors | 3.70% | 18.9M sh |
| 2026-05-12 | SCHEDULE 13G/A | JPMORGAN CHASE & CO | 7.30% | 37.9M sh |
| 2026-05-04 | SCHEDULE 13G/A | JPMORGAN CHASE & CO. | 7.30% | 37.9M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2026-09-18 | 2026-10-13 |
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2026-09-18 | 2026-10-12 |
| Dan Newhouse | House | BUY | $1,001 - $15,000 | 2026-07-10 | 2026-07-20 |
| Alan Armstrong | Senate | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-20 |
| Susan M. Collins | Senate | BUY | $15,001 - $50,000 | 2024-06-05 | 2024-07-12 |
| Kelly Loeffler | Senate | SELL | $50,001 - $100,000 | 2020-04-07 | 2020-05-01 |
| Manager | Shares | Value |
|---|---|---|
| Perpetual Ltd | 3.3M | $107M |
| Cantor Fitzgerald Investment Advis | 337,081 | $11M |
| Mn Services Vermogensbeheer B.V. | 150,788 | $5M |
| Czech National Bank | 148,175 | $5M |
| Asr Vermogensbeheer N.V. | 146,924 | $5M |
| Fjarde Ap-Fonden /Fourth Swedish N | 145,524 | $5M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $537M |
| VTI | 0.0% | $537M |
| VSMPX | 0.0% | $537M |
| VTSAX | 0.0% | $537M |
| VFINX | 0.0% | $446M |
| VOO | 0.0% | $446M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 5.8M | 69 sh |
| Ubsa Ubs Ats | 3.9M | 58 sh |
| Ebxl Level Ats | 2.7M | 32 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 2.6M | 68 sh |
| Sgmt Sigma X2 | 2.6M | 56 sh |
| Bids Bids Ats | 2.3M | 521 sh |
| Region | Revenue | Share |
|---|---|---|
| North America | $8.3B | 78% |
| Non-North America | $2.4B | 22% |
Moat score 46/100 — Weak; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Stephanie L. Ferris | Chief Executive Officer, President & Director |
| James Kehoe | Corporate Executive Vice President & Chief Financial Officer |
| Robert Alexander Toohey | Corporate Executive Vice President & Chief People Officer |
| Charles Harrison Keller | Chief Legal & Corporate Affairs Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +10.6% | -30.0% | +1.2% | +3.0% | +5.4% |
| Gross profit | +23.6% | -32.6% | +4.4% | +4.0% | +3.5% |
| Operating income | +36.0% | -9.5% | +7.4% | -16.3% | +2.9% |
| Net income | +163.9% | -4109.6% | -60.2% | -121.8% | -73.7% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 13.9 | 9.7 | 9.8 | 10.1 | 10.7 | |
| Cost of revenue | 8.7 | 6.2 | 6.2 | 6.3 | 6.7 | |
| Gross profit | 5.2 | 3.5 | 3.7 | 3.8 | 3.9 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 3.1 | 1.6 | 1.6 | 2.2 | 2.3 | |
| Operating income | 2.1 | 1.9 | 2.0 | 1.7 | 1.8 | |
| EBITDA | 5.0 | 2.9 | 2.9 | 3.4 | 2.9 | |
| D&A | 4.0 | 1.6 | 1.5 | 1.7 | 1.9 | |
| Pretax income | 0.8 | 0.9 | 0.7 | 1.2 | 0.7 | |
| Income tax | 0.4 | 0.3 | 0.2 | 0.4 | 0.3 | |
| Net income | 0.4 | -16.7 | -6.7 | 1.5 | 0.4 | |
| Diluted EPS ($) | 0.67 | -27.68 | -11.26 | 1.42 | 0.75 | |
| Diluted shares (M) | 621 | 604 | 591 | 555 | 519 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.5 | 0.4 | 0.8 | 0.6 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 2.4 | 2.0 | 2.2 | 2.4 | |
| Total current assets | 12.8 | 13.7 | 5.2 | 4.5 | |
| PP&E (net) | 1.0 | 0.9 | 0.9 | 0.7 | |
| Goodwill + intangibles | 21.3 | 20.9 | 21.1 | 18.7 | |
| Total assets | 63.3 | 55.0 | 33.8 | 33.5 | |
| Accounts payable | 0.6 | 0.1 | 0.2 | 0.0 | |
| Short-term debt | 5.9 | 6.1 | 1.6 | 4.0 | |
| Deferred revenue | 0.8 | 0.8 | 0.9 | 1.0 | |
| Total current liabilities | 16.2 | 18.2 | 6.1 | 7.6 | |
| Long-term debt | 14.2 | 13.0 | 9.7 | 0.0 | |
| Total liabilities | 35.9 | 35.9 | 18.1 | 19.6 | |
| Shareholders' equity | 27.4 | 19.1 | 15.7 | 13.9 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.6 | 0.5 | 0.8 | 0.5 | |
| D&A | 1.6 | 1.5 | 1.7 | 1.9 | |
| Stock-based compensation | 0.2 | 0.1 | 0.2 | 0.2 | |
| Working capital change | (0.6) | (0.1) | (0.8) | (0.5) | |
| Operating cash flow | 3.9 | 4.3 | 2.1 | 3.0 | |
| Capital expenditures | (0.3) | (0.1) | (0.1) | (0.2) | |
| Investing cash flow | (0.4) | (1.5) | 8.1 | (3.2) | |
| Buybacks | (1.9) | (0.5) | (4.0) | (1.4) | |
| Dividends paid | (1.1) | (1.2) | (0.8) | (0.8) | |
| Debt issuance / (repay) | 0.9 | (1.4) | (7.8) | 1.0 | |
| Financing cash flow | (2.6) | (3.3) | (12.6) | (1.2) | |
| Free cash flow | 3.7 | 4.2 | 2.0 | 2.8 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 0.9% | -44.8% | -28.8% | 8.3% | 2.6% | 23% | |
| ROA | 0.5% | -22.9% | -11.3% | 3.3% | 1.1% | 7.6% | |
| ROIC | 1.8% | 1.6% | 4.1% | 4.8% | 6.7% | 4.6% | |
| Gross margin | 37.4% | 36.0% | 37.2% | 37.6% | 36.9% | 35.9% | |
| Operating margin | 15.1% | 19.6% | 20.8% | 16.9% | 16.5% | 16.7% | |
| Net margin | 3.0% | -172.0% | -67.7% | 14.3% | 3.6% | 27.6% | |
| EBITDA margin | 36.2% | 29.6% | 29.5% | 33.4% | 27.2% | 35.6% | |
| FCF margin | 25.6% | 21.0% | 43.0% | 16.4% | 25.8% | — | |
| VALUATION | |||||||
| P/E | 145.58 | -2.23 | -5.11 | 29.43 | 90.30 | 5.5 | |
| P/B | 1.28 | 1.37 | 1.79 | 2.72 | 2.48 | 1.2 | |
| P/S | 4.37 | 3.07 | 3.47 | 4.21 | 3.17 | 1.52 | |
| P/FCF | 17.06 | 14.61 | 8.08 | 25.72 | 12.28 | 6.9 | |
| EV/EBITDA | 15.85 | 12.10 | 17.60 | 15.77 | 10.56 | 9.0 | |
| EV/Revenue | 5.73 | 4.71 | 5.39 | 5.27 | 3.48 | 3.2 | |
| Earnings yield | 0.7% | -44.9% | -19.6% | 3.4% | 1.1% | 18.15% | |
| FCF yield | 5.9% | 6.8% | 12.4% | 3.9% | 8.1% | 14.57% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.74 | 0.79 | 0.75 | 0.85 | 0.59 | 0.53 | |
| Quick ratio | 0.74 | 0.79 | 0.75 | 0.85 | 0.59 | 0.53 | |
| Debt / equity | 0.44 | 0.75 | 1.02 | 0.74 | 0.29 | 1.33 | |
| Debt / assets | 25.2% | 32.3% | 35.2% | 34.2% | 12.0% | 48.2% | |
| Net debt / EBITDA | 3.76 | 4.22 | 6.28 | 3.16 | 0.95 | 4.72 | |
| Interest coverage | 4.69 | 4.84 | 2.04 | 6.57 | 4.64 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.17 | 0.17 | 0.17 | 0.23 | 0.32 | 0.28 | |
| Receivables turnover | 3.92 | 4.34 | 5.50 | 5.60 | 5.12 | 3.6 | |
| DSO (days) | 93 | 84 | 66 | 65 | 71 | 100 | |
| DPO (days) | 72 | 59 | 22 | 9 | 6 | 15 | |
| Cash conversion cycle | 22 | 25 | 45 | 56 | 65 | 85 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 10.5% | -12.4% | -19.1% | 3.1% | 7.6% | — | |
| Net income growth | 165.6% | -4109.4% | 60.1% | 121.7% | -73.6% | — | |
| EPS growth | 171.7% | -4251.3% | 60.0% | 123.8% | -72.6% | — | |
| FCF growth | 7.4% | -28.4% | 65.6% | -60.7% | 69.4% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 0.68 | -28.19 | -11.28 | 2.68 | 0.74 | 6.53 | |
| Book value / share | 77.11 | 45.90 | 32.23 | 29.07 | 26.78 | 31.09 | |
| Revenue / share | 22.60 | 20.49 | 16.62 | 18.75 | 20.99 | 23.65 | |
| FCF / share | 5.80 | 4.30 | 7.14 | 3.07 | 5.41 | 5.24 | |
| Cash / share | 3.27 | 0.77 | 0.74 | 1.54 | 1.15 | 1.44 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 3.5% | 5.2% | 1.5% | 9.5% | 4.1% | 3.58% | |
| Altman Z-Score | 1.23 | 0.49 | 0.14 | 0.92 | 0.49 | 0.1 | |
| Piotroski F-Score | 7 | 4 | 5 | 8 | 7 | 5/9 | |
| Beneish M-Score | -2.37 | -4.69 | -3.65 | -2.59 | -2.80 | -2.07 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 5 / 9 | Middling | |
| Altman Z-Score | 0.1 | Distress (<1.81) | Distress |
| Income quality | 0.92 | Accrual-heavy | OCF ÷ net income |
| Beneish M-Score | -2.07 | Elevated | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.90 |
| Interest burden | 0.95 |
| Operating margin | 31.6% |
| Asset turnover | 0.32× |
| Financial leverage | 2.57× |
| = ROE | 22% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.07 |
| Earnings stability | 0.04 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 8.4% |
| EPS CAGR 3y | — |
| FCF CAGR 3y | — |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| CDW | $18.8B | 18.0 | 44% | 4.2% | +7.4% | 6/9 | +0.0% |
| BR | $19.8B | 18.1 | 41% | 17.9% | +8.5% | 9/9 | -22.3% |
| LDOS | $15.7B | 11.5 | 28% | 7.8% | +3.4% | 6/9 | -32.1% |
| CACI | $13.6B | 25.3 | 13% | 5.8% | +10.9% | 5/9 | +18.5% |
| IT | $13.0B | 18.4 | 114% | 16.4% | +0.7% | 6/9 | — |
| CTSH | $29.7B | 14.2 | 15% | 11.6% | +5.6% | 5/9 | — |
| JKHY | $10.7B | 21.9 | 24% | 17.6% | +6.7% | 6/9 | — |
| FI | $34.3B | 12.2 | 11% | 11.8% | -11.7% | 5/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $13.66B | $13.69B / $13.64B | $6.20 | $6.26 / $6.16 | 19 |
| FY2027 | $14.26B | $14.40B / $14.18B | $6.67 | $6.76 / $6.50 | 18 |
| FY2028 | $14.74B | $15.03B / $14.23B | $7.36 | $9.61 / $5.63 | 8 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $42.00 | +16.6% | 7 |
| Last Quarter | $45.44 | +26.2% | 18 |
| Last Year | $54.50 | +51.3% | 36 |
| All Time | $87.26 | +142.3% | 91 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $34.38 | +1.63 | +4.74% | Above |
| SMA 50 | $37.93 | -1.92 | -5.06% | Below |
| SMA 200 | $45.11 | -9.10 | -20.17% | Below |
| EMA 9 | $35.05 | +0.96 | +2.74% | Above |
| EMA 21 | $35.26 | +0.75 | +2.13% | Above |
| EMA 50 | $37.17 | -1.16 | -3.12% | Below |
| EMA 200 | $45.50 | -9.49 | -20.86% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $36.41 / $36.82 / $37.52 | S1 / S2 | $35.71 / $35.30 |
| Bollinger (20,2) | $32.34 – $36.41 | Squeeze | Off |
| 52-wk range | $32.10 – $68.56 | Off 52-wk high | -47.5% |
| ATR (14) | $1.05 (2.9%) | Historical vol | 27.7% |
| Computed from live weekly prices | FIS | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 5.03% | 1.83% |
| Best / worst week (1y) | +15.5% / -9.3% | — |
| Max drawdown (5y, monthly) | -75.3% | — |
| 1-week VaR (95%) | -8.3% | — |
| Beta (5y) | 0.80 | 1.00 |
| Reading | FIS | Information Technology Services n=1,049 | Technology n=6,969 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +5.5 | -13.5 | -20.7 | -20.5 |
| Trend | -3.4 | -10.2 | -20.8 | -21.3 |
| Momentum | +53.0 | -9.0 | -28.5 | -15.8 |
| Volume | +19.9 | +4.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Stephanie L. Ferris Chief Executive Officer | $22.9M | 94% equity+incentive |
| James Kehoe Corporate Executive Vice Preside | $8.5M | 88% equity+incentive |
| Firdaus Bhathena Former Chief Product Techno | $5.7M | 88% equity+incentive |
| Caroline Tsai Corporate Executive Vice Presi | $5.7M | 88% equity+incentive |
| Robert Toohey Corporate Executive Vice Presi | $5.0M | 81% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 48 |
| Social | 55 |
| Governance | 62 |
| Composite ESG | 55 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-08-04 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-06-18 | Officer/Director Change | 5.02 |
| 2026-06-12 | Shareholder Vote | 5.07 |
| 2026-05-08 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-04-03 | Officer/Director Change | 5.02 |
| 2026-03-10 | Entry into Material Definitive Agreement; Other Events; Financial Stat | 1.01,8.01,9.01 |
| 2026-03-09 | Other Events; Financial Statements and Exhibits | 8.01,9.01 |
| 2026-02-24 | Financial Statements and Exhibits | 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 · 2020-10-29 to 2026-08-04 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 85 rows · 2005 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-06-15 to 2026-10-15 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-05-04 to 2026-07-27 |
| 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.