| Profitability | 81/100 |
| Growth | 77/100 |
| Momentum | 82/100 |
| Quality | 65/100 |
| Earnings Quality | 78/100 |
| Balance Sheet | 41/100 |
| Value | 57/100 |
| Risk (safety) | 30/100 |
| Overall | 60.9/100 |
| Symbol | IS Score |
|---|---|
| CHKP | 77 |
| AKAM | 44 |
| GEN | 61 |
| DOCN | 60 |
| CFLT | 52 |
| TOST | 74 |
| GDDY | 61 |
Both readings sit above the midpoint — business quality at 61 and price structure at 88 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 60.9 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 60 → 55 → 62 → 61 | the direction matters more than the level |
| Technical vote share back above 50% | now 100% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 779 → now 627 | 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 | 627 | 133.0M | $10.8B | 101.7% | ex-outlier 92.5% |
| 2026 Q1 | 623 | 133.8M | $10.6B | 102.3% | ex-outlier 92.1% |
| 2025 Q4 | 704 | 135.5M | $16.3B | 103.7% | |
| 2025 Q3 | 704 | 134.0M | $17.9B | 102.5% | |
| 2025 Q2 | 779 | 133.5M | $23.4B | 102.1% | |
| 2025 Q1 | 748 | 138.0M | $24.3B | 105.5% | |
| 2024 Q4 | 746 | 136.6M | $26.1B | 104.5% | |
| 2024 Q3 | 668 | 133.2M | $20.3B | 101.8% | |
| 2024 Q2 | 625 | 137.9M | $18.3B | 105.5% | |
| 2024 Q1 | 588 | 135.1M | $15.1B | 103.3% | |
| 2023 Q4 | 545 | 134.8M | $13.9B | 103.1% | |
| 2023 Q3 | 464 | 138.7M | $10.3B | 106.1% |
Why 2026-06 reads 101.74%. Institutions cannot hold more of a company than exists. The reported 133.0M shares exceed the 130.8M outstanding, and a single filer accounts for the excess: AMERIPRISE FINANCIAL INC reports 12,057,420 shares against 6,297,006 the prior quarter, a 2x jump, which alone would be 9.2% 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 2026-03 reads 102.31%. Institutions cannot hold more of a company than exists. The reported 133.8M shares exceed the 130.8M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 13,326,265 shares against 13,966,510 the prior quarter, a 1x jump, which alone would be 10.2% of the company. Excluding that filing, ownership is 92.1%. 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 |
|---|---|---|---|---|---|---|
| Sine Jared F. | Chief Strategy & Legal Officer | 2026-10-02 | SELL | 644 | $0.06M | 70,164 |
| Sine Jared F. | Chief Strategy & Legal Officer | 2026-10-01 | SELL | 1,000 | $0.10M | 70,808 |
| Bhutani Amanpal Singh | director, Chief Executive Officer | 2026-10-01 | SELL | 4,500 | $0.44M | 500,053 |
| Sine Jared F. | Chief Strategy & Legal Officer | 2026-09-02 | SELL | 1,163 | $0.12M | 71,808 |
| Palitwanon Phontip | Chief Accounting Officer | 2026-09-02 | SELL | 530 | $0.05M | 17,204 |
| Mccaffrey Mark | Chief Financial Officer | 2026-09-02 | SELL | 2,000 | $0.20M | 103,728 |
| Mccaffrey Mark | Chief Financial Officer | 2026-09-02 | SELL | 3,873 | $0.39M | 99,855 |
| Bhutani Amanpal Singh | director, Chief Executive Officer | 2026-09-02 | SELL | 8,194 | $0.83M | 504,553 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 35 | 125,695 | $11.4M | Counted |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-10-01 | Jared Franklin Sine | 1,000 | $0.1M |
| 2026-10-01 | Amanpal Bhutani | 4,500 | $0.4M |
| 2026-09-02 | Mark D Mccaffrey | 2,000 | $0.2M |
| 2026-09-01 | Jared Franklin Sine | 3,000 | $0.3M |
| Trailing 12 mo | 18 filings | 30,350 | $3M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-07 | SCHEDULE 13G/A | Columbia Seligman Technology and Information Fund | 6.50% | 8.2M sh |
| 2026-07-28 | SCHEDULE 13G/A | BlackRock, Inc. | 7.50% | 9.9M sh |
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 7.55% | 10.1M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 5.99% | 8.0M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Gilbert Cisneros | House | BUY | $1,001 - $15,000 | 2026-08-18 | 2026-09-11 |
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2026-06-16 | 2026-07-03 |
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2026-06-16 | 2026-07-03 |
| Shelley Moore Capito | Senate | SELL | $1,001 - $15,000 | 2019-03-11 | 2019-04-17 |
| Shelley Moore Capito | Senate | SELL | $1,001 - $15,000 | 2019-03-11 | 2019-04-16 |
| Shelley Moore Capito | Senate | BUY | $1,001 - $15,000 | 2017-12-20 | 2018-01-10 |
| Manager | Shares | Value |
|---|---|---|
| Douglas Lane & Associates, Llc | 654,529 | $63M |
| Assenagon Asset Management S.A. | 558,912 | $53M |
| Wealth Enhancement Advisory Servic | 111,788 | $10M |
| Counterpoint Mutual Funds Llc | 97,439 | $9M |
| Czech National Bank | 36,389 | $3M |
| Thor Investment Management Inc /Oh | 35,426 | $3M |
| Fund | Weight | Position |
|---|---|---|
| CCIZX | 2.7% | $802M |
| SCIRX | 2.7% | $802M |
| SLMCX | 2.7% | $802M |
| SCMIX | 2.7% | $802M |
| VITSX | 0.0% | $384M |
| VSMPX | 0.0% | $384M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 2.1M | 39 sh |
| Ubsa Ubs Ats | 1.8M | 40 sh |
| Ebxl Level Ats | 1.3M | 20 sh |
| Sgmt Sigma X2 | 1.2M | 38 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 1.1M | 32 sh |
| Mlix Instinct X | 0.8M | 59 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $3.3B | 67% |
| Non-US | $1.6B | 33% |
Moat score 53/100 — Weak; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Amanpal Singh Bhutani | Chief Executive Officer & Director |
| Roger Chen | Chief Operating Officer |
| Mark McCaffrey | Chief Financial Officer |
| Jared Franklin Sine | Chief Strategy & Legal Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +15.0% | +7.2% | +4.0% | +7.5% | +8.3% |
| Gross profit | +13.2% | +6.7% | +2.8% | +9.0% | +4.4% |
| Operating income | +40.4% | +30.5% | +9.7% | +63.2% | +26.8% |
| Net income | -148.9% | +45.4% | +290.3% | -31.9% | -6.6% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 3.8 | 4.1 | 4.3 | 4.6 | 5.0 | |
| Cost of revenue | 1.4 | 1.5 | 1.6 | 1.7 | 1.9 | |
| Gross profit | 2.4 | 2.6 | 2.7 | 2.9 | 3.0 | |
| R&D expense | 0.7 | 0.8 | 0.8 | 0.8 | 0.8 | |
| SG&A expense | 0.8 | 0.8 | 0.7 | 0.8 | 0.8 | |
| Operating income | 0.4 | 0.5 | 0.5 | 0.9 | 1.1 | |
| EBITDA | 0.6 | 0.7 | 0.8 | 1.1 | 1.3 | |
| D&A | 0.2 | 0.2 | 0.2 | 0.1 | 0.2 | |
| Pretax income | 0.3 | 0.4 | 0.4 | 0.8 | 0.9 | |
| Income tax | 0.0 | 0.0 | -1.0 | -0.2 | 0.1 | |
| Net income | 0.2 | 0.4 | 1.4 | 0.9 | 0.9 | |
| Diluted EPS ($) | 1.42 | 2.18 | 9.08 | 6.45 | 6.23 | |
| Diluted shares (M) | 171 | 161 | 151 | 145 | 136 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.8 | 0.5 | 1.1 | 1.1 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.1 | 0.1 | 0.1 | 0.1 | |
| Total current assets | 1.6 | 1.3 | 2.0 | 1.8 | |
| PP&E (net) | 0.3 | 0.2 | 0.2 | 0.2 | |
| Goodwill + intangibles | 4.8 | 4.7 | 4.6 | 4.6 | |
| Total assets | 7.0 | 7.6 | 8.2 | 8.0 | |
| Accounts payable | 0.1 | 0.1 | 0.1 | 0.1 | |
| Short-term debt | 0.0 | 0.0 | 0.0 | 0.0 | |
| Deferred revenue | 2.0 | 2.1 | 2.2 | 2.4 | |
| Total current liabilities | 2.5 | 2.7 | 2.7 | 3.0 | |
| Long-term debt | 3.8 | 3.8 | 3.8 | 3.8 | |
| Total liabilities | 7.3 | 7.5 | 7.5 | 7.8 | |
| Shareholders' equity | -0.3 | 0.1 | 0.7 | 0.2 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.4 | 1.4 | 0.9 | 0.9 | |
| D&A | 0.2 | 0.2 | 0.1 | 0.1 | |
| Stock-based compensation | 0.3 | 0.3 | 0.3 | 0.3 | |
| Working capital change | 0.1 | 0.1 | 0.1 | 0.1 | |
| Operating cash flow | 1.0 | 1.0 | 1.3 | 1.6 | |
| Capital expenditures | (0.1) | (0.1) | (0.0) | (0.0) | |
| Investing cash flow | (0.1) | (0.1) | 0.0 | (0.0) | |
| Buybacks | (1.3) | (1.3) | (0.7) | (1.6) | |
| Dividends paid | 0.0 | 0.0 | 0.0 | 0.0 | |
| Debt issuance / (repay) | (0.1) | (0.0) | (0.0) | (0.0) | |
| Financing cash flow | (1.3) | (1.3) | (0.7) | (1.6) | |
| Free cash flow | 0.9 | 1.0 | 1.3 | 1.6 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 704.4% | -281.6% | -1019.9% | 248.4% | 192.9% | 661% | |
| ROA | 3.5% | 4.9% | 18.9% | 11.9% | 10.8% | 11.4% | |
| ROIC | 12.7% | 17.2% | 53.3% | 31.3% | 35.3% | 20.6% | |
| Gross margin | 64.0% | 63.7% | 63.0% | 63.9% | 61.6% | 63.8% | |
| Operating margin | 10.0% | 12.2% | 12.9% | 19.5% | 22.9% | 25.2% | |
| Net margin | 6.4% | 8.6% | 32.3% | 20.5% | 17.7% | 17.8% | |
| EBITDA margin | 15.2% | 17.0% | 17.7% | 23.2% | 26.1% | 27.5% | |
| FCF margin | 15.1% | 22.5% | 22.8% | 27.6% | 31.8% | — | |
| VALUATION | |||||||
| P/E | 58.94 | 33.37 | 11.14 | 30.67 | 19.31 | 15.6 | |
| P/B | 174.81 | -35.42 | 246.20 | 41.52 | 78.55 | 2068.0 | |
| P/S | 3.74 | 2.87 | 3.60 | 6.28 | 3.41 | 2.63 | |
| P/FCF | 24.79 | 12.78 | 15.78 | 22.78 | 10.72 | 7.9 | |
| EV/EBITDA | 29.50 | 21.45 | 24.87 | 29.78 | 15.23 | 11.5 | |
| EV/Revenue | 4.48 | 3.66 | 4.41 | 6.90 | 3.97 | 3.2 | |
| Earnings yield | 1.7% | 3.0% | 9.0% | 3.3% | 5.2% | 6.57% | |
| FCF yield | 4.0% | 7.8% | 6.3% | 4.4% | 9.3% | 12.69% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.78 | 0.64 | 0.47 | 0.72 | 0.61 | 0.63 | |
| Quick ratio | 0.78 | 0.64 | 0.47 | 0.72 | 0.61 | 0.63 | |
| Debt / equity | 49.72 | -12.00 | 63.27 | 5.63 | 17.96 | 573.34 | |
| Debt / assets | 54.8% | 57.1% | 52.0% | 47.3% | 48.1% | 48.0% | |
| Net debt / EBITDA | 4.84 | 4.60 | 4.56 | 2.65 | 2.15 | 1.91 | |
| Interest coverage | 3.01 | 3.44 | 3.26 | 5.84 | 7.19 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.55 | 0.57 | 0.59 | 0.58 | 0.61 | 0.64 | |
| Receivables turnover | 72.40 | 66.15 | 62.24 | 54.54 | 56.84 | 54.9 | |
| DSO (days) | 5 | 6 | 6 | 7 | 6 | 7 | |
| DPO (days) | 18 | 27 | 32 | 25 | 14 | 24 | |
| Cash conversion cycle | -13 | -21 | -26 | -19 | -8 | -18 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 15.0% | 7.2% | 4.0% | 7.5% | 8.3% | — | |
| Net income growth | 148.9% | 45.4% | 290.3% | -31.9% | -6.6% | — | |
| EPS growth | 150.1% | 55.7% | 325.1% | -32.5% | -0.1% | — | |
| FCF growth | -15.7% | 59.6% | 5.5% | 30.0% | 24.9% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 1.44 | 2.24 | 9.53 | 6.44 | 6.43 | 6.96 | |
| Book value / share | 0.49 | -2.11 | 0.43 | 4.75 | 1.58 | 0.05 | |
| Revenue / share | 22.67 | 26.05 | 29.49 | 31.41 | 36.36 | 39.03 | |
| FCF / share | 3.42 | 5.85 | 6.73 | 8.66 | 11.57 | 13.02 | |
| Cash / share | 7.46 | 4.93 | 3.46 | 7.48 | 7.94 | 8.84 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 3.7% | 11.0% | 8.3% | 2.4% | 9.5% | 14.69% | |
| Altman Z-Score | 1.48 | 1.15 | 1.39 | 2.75 | 1.70 | 1.5 | |
| Piotroski F-Score | 7 | 7 | 5 | 7 | 6 | 8/9 | |
| Beneish M-Score | -2.36 | -2.94 | -1.95 | -2.54 | -3.10 | -3.12 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 8 / 9 | Strong | |
| Altman Z-Score | 1.5 | Distress (<1.81) | Distress |
| Income quality | 1.90 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -3.12 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.85 |
| Interest burden | 0.88 |
| Operating margin | 24.0% |
| Asset turnover | 0.63× |
| Financial leverage | 39.58× |
| = ROE | 443% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 1.00 |
| Earnings stability | 0.34 |
| Earnings persistence | 0.95 |
| Revenue CAGR 3y | 7.1% |
| EPS CAGR 3y | 49.0% |
| FCF CAGR 3y | 26.0% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| CHKP | $14.1B | 13.9 | 38% | 28.8% | +4.6% | 7/9 | -26.8% |
| AKAM | $12.6B | 30.9 | 9% | 7.2% | +5.9% | 3/9 | +20.4% |
| GEN | $14.5B | 13.9 | 42% | 16.1% | +20.2% | 7/9 | -6.9% |
| DOCN | $11.6B | 39.2 | 62% | 12.6% | +21.4% | 5/9 | +129.1% |
| CFLT | $11.1B | -47.0 | -28% | -25.2% | +21.1% | 6/9 | — |
| TOST | $16.3B | 38.1 | 25% | 8.1% | +23.0% | 8/9 | — |
| SAIL | $10.7B | -55.1 | -3% | -16.3% | +135.5% | 5/9 | — |
| NTNX | $18.1B | 12.0 | 37460% | — | +12.4% | 5/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $5.24B | $5.25B / $5.23B | $7.40 | $7.87 / $6.15 | 12 |
| FY2027 | $5.51B | $5.55B / $5.44B | $9.18 | $11.67 / $5.70 | 12 |
| FY2028 | $5.74B | $5.86B / $5.55B | $10.34 | $12.97 / $8.88 | 10 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $107.50 | +1.5% | 2 |
| Last Quarter | $92.67 | -12.5% | 6 |
| Last Year | $112.95 | +6.6% | 19 |
| All Time | $130.93 | +23.6% | 56 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $99.97 | +5.99 | +5.99% | Above |
| SMA 50 | $98.37 | +7.59 | +7.72% | Above |
| SMA 200 | $92.22 | +13.74 | +14.90% | Above |
| EMA 9 | $103.22 | +2.74 | +2.65% | Above |
| EMA 21 | $100.95 | +5.01 | +4.96% | Above |
| EMA 50 | $98.19 | +7.77 | +7.91% | Above |
| EMA 200 | $100.63 | +5.33 | +5.30% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $106.54 / $108.55 / $109.80 | S1 / S2 | $105.29 / $103.28 |
| Bollinger (20,2) | $92.04 – $107.90 | Squeeze | Off |
| 52-wk range | $71.59 – $137.93 | Off 52-wk high | -23.2% |
| ATR (14) | $3.98 (3.8%) | Historical vol | 53.5% |
| Computed from live weekly prices | GDDY | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 5.91% | 1.83% |
| Best / worst week (1y) | +17.6% / -13.3% | — |
| Max drawdown (5y, monthly) | -61.4% | — |
| 1-week VaR (95%) | -12.9% | — |
| Beta (5y) | 0.94 | 1.00 |
| Reading | GDDY | Software - Infrastructure n=566 | Technology n=6,969 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +20.9 | -18.4 | -20.7 | -20.5 |
| Trend | +40.7 | -17.3 | -20.8 | -21.3 |
| Momentum | +57.2 | -20.2 | -28.5 | -15.8 |
| Volume | +25.6 | -1.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Aman Bhutani, Chief Executive Officer | $23.0M | 96% equity+incentive |
| Roger Chen, Chief Operating Officer | $11.4M | 95% equity+incentive |
| Mark McCaffrey, Chief Financial Officer | $7.3M | 93% equity+incentive |
| Jared Sine, Chief Strategy and Legal Office | $5.6M | 91% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 55 |
| Social | 54 |
| Governance | 59 |
| Composite ESG | 56 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-08-04 | Material Agreement; Financial Obligation; Exhibits | 1.01,2.03,9.01 |
| 2026-07-30 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-06-05 | Officer/Director Change; Shareholder Vote; Exhibits | 5.02,5.07,9.01 |
| 2026-04-30 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-02-24 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-10-30 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-08-07 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-06-10 | Amendments to Articles of Incorporation or Bylaws; Submission of Matte | 5.03,5.07,9.01 |
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 · 2020-08-05 to 2026-04-30 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 46 rows · 2015 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-09-01 to 2026-10-02 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-04-29 to 2026-08-07 |
| 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.