| Profitability | 74/100 |
| Growth | 65/100 |
| Momentum | 86/100 |
| Quality | 82/100 |
| Earnings Quality | 80/100 |
| Balance Sheet | 49/100 |
| Value | 71/100 |
| Risk (safety) | 65/100 |
| Overall | 70.3/100 |
| Symbol | IS Score |
|---|---|
| NBIS | 44 |
| WDAY | 75 |
| ADSK | 82 |
| VEEV | 83 |
| ZM | 74 |
| TEAM | 56 |
| ROP | 70 |
Both readings sit above the midpoint — business quality at 70 and price structure at 74 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 70.3 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 71 → 69 → 69 → 70 | 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 1,349 → now 1,085 | 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 | 1,085 | 103.0M | $34.2B | 100.7% | ex-outlier 91.1% |
| 2026 Q1 | 1,152 | 97.4M | $33.5B | 95.2% | |
| 2025 Q4 | 1,268 | 100.1M | $42.7B | 97.9% | |
| 2025 Q3 | 1,291 | 97.2M | $45.0B | 95.0% | |
| 2025 Q2 | 1,349 | 101.0M | $50.8B | 98.7% | |
| 2025 Q1 | 1,321 | 99.5M | $51.5B | 97.2% | |
| 2024 Q4 | 1,308 | 99.0M | $45.4B | 96.7% | |
| 2024 Q3 | 1,251 | 98.7M | $48.6B | 96.5% | |
| 2024 Q2 | 1,249 | 99.2M | $49.9B | 97.0% | |
| 2024 Q1 | 1,242 | 98.3M | $49.1B | 96.1% | |
| 2023 Q4 | 1,217 | 99.6M | $48.6B | 97.4% | |
| 2023 Q3 | 1,113 | 100.0M | $42.8B | 97.8% |
Why 2026-06 reads 100.73%. Institutions cannot hold more of a company than exists. The reported 103.0M shares exceed the 102.3M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 9,890,694 shares against 9,479,965 the prior quarter, a 1x jump, which alone would be 9.7% of the company. Excluding that filing, ownership is 91.1%. 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 |
|---|---|---|---|---|---|---|
| Dubey Abhijit | director | 2026-10-01 | A-Award | 619 | — | 619 |
| Dubey Abhijit | director | 2026-10-01 | A-Award | 13 | — | 632 |
| Joyce Thomas Patrick Jr | director | 2026-09-15 | A-Award | 78 | — | 5,129 |
| Esteves Irene M | director | 2026-09-15 | A-Award | 78 | — | 5,129 |
| Archambeau Shellye L | director | 2026-09-15 | A-Award | 84 | — | 9,561 |
| Stipancich John K | EVP, Chief Legal Officer & Sec | 2026-07-27 | EXERCISE | 2,000 | $0.46M | 37,634 |
| Stipancich John K | EVP, Chief Legal Officer & Sec | 2026-07-27 | SELL | 2,000 | $0.76M | 35,634 |
| Stipancich John K | EVP, Chief Legal Officer & Sec | 2026-07-27 | EXERCISE | 2,000 | $0.46M | 0 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 2 | 8,434 | $3.1M | Counted |
| M — Exercises (paired A/D) | 1 | 2,000 | $0.5M | None — mechanics |
| F — Tax withholding | 4 | 19,227 | $6.8M | None — compensation |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-07-27 | Stipancich John K | 2,000 | $0.8M |
| 2026-07-24 | Wallman Richard F | 6,434 | $2.3M |
| 2025-12-01 | Conley Jason | 6,000 | $2.7M |
| 2025-11-12 | Hunn Laurence Neil | 30,000 | $13.3M |
| Trailing 12 mo | 4 filings | 44,434 | $19M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-13 | SCHEDULE 13G | Dodge & Cox | 7.00% | 7.1M sh |
| 2026-08-07 | SCHEDULE 13G | STATE STREET CORPORATION | 5.10% | 5.2M sh |
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 7.63% | 7.9M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 5.67% | 5.8M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2026-05-15 | 2026-06-09 |
| Gilbert Ray Cisneros | House | SELL | $1,001 - $15,000 | 2026-05-14 | 2026-06-09 |
| Gilbert Cisneros | House | BUY | $1,001 - $15,000 | 2026-04-14 | 2026-05-11 |
| Alan Armstrong | Senate | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-21 |
| Susan M. Collins | Senate | BUY | $15,001 - $50,000 | 2014-11-10 | 2014-12-01 |
| Susan M. Collins | Senate | BUY | $15,001 - $50,000 | 2014-11-10 | 2014-11-30 |
| Manager | Shares | Value |
|---|---|---|
| Douglas Lane & Associates, Llc | 192,163 | $67M |
| Fort Washington Investment Advisor | 141,550 | $49M |
| Zwj Investment Counsel Inc | 127,050 | $44M |
| Fjarde Ap-Fonden /Fourth Swedish N | 88,333 | $31M |
| Dudley & Shanley, Inc. | 57,325 | $20M |
| Y-Intercept | 33,057 | $12M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $1.1B |
| VTI | 0.0% | $1.1B |
| VTSAX | 0.0% | $1.1B |
| VSMPX | 0.0% | $1.1B |
| VFFSX | 0.1% | $908M |
| VFINX | 0.1% | $908M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Ubsa Ubs Ats | 2.8M | 41 sh |
| Incr Intelligent Cross Llc | 2.6M | 29 sh |
| Bids Bids Ats | 1.5M | 391 sh |
| Sgmt Sigma X2 | 1.4M | 27 sh |
| Ebxl Level Ats | 1.2M | 22 sh |
| Mspl Ms Pool (Ats-4) | 1.0M | 93 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $6.9B | 87% |
| Europe | $541M | 7% |
| Canada | $292M | 4% |
| Rest of the World | $126M | 2% |
| Asia | $71M | 1% |
Moat score 55/100 — Narrow; primary source Cost Advantage.
| Officer | Title |
|---|---|
| Laurence Neil Hunn | President, Chief Executive Officer & Director |
| John K. Stipancich | Executive VP, Chief Legal Officer & Corporate Secretary |
| Jason Conley | Executive Vice President & Chief Financial Officer |
| Eric Schuster | Chief Product Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | -0.4% | +11.1% | +15.0% | +13.9% | +12.3% |
| Gross profit | +4.2% | +10.1% | +14.8% | +13.3% | +12.2% |
| Operating income | +4.9% | +14.1% | +14.5% | +14.4% | +11.9% |
| Net income | +15.5% | +8.4% | +14.8% | +13.6% | -0.8% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 4.8 | 5.4 | 6.2 | 7.0 | 7.9 | |
| Cost of revenue | 1.4 | 1.6 | 1.9 | 2.2 | 2.4 | |
| Gross profit | 3.4 | 3.8 | 4.3 | 4.9 | 5.5 | |
| R&D expense | 0.5 | 0.5 | 0.6 | 0.7 | 0.0 | |
| SG&A expense | 1.6 | 1.7 | 1.9 | 2.1 | 3.2 | |
| Operating income | 1.3 | 1.5 | 1.7 | 2.0 | 2.2 | |
| EBITDA | 1.9 | 2.1 | 2.7 | 3.0 | 3.1 | |
| D&A | 0.6 | 0.7 | 0.8 | 0.8 | 0.9 | |
| Pretax income | 1.0 | 1.3 | 1.7 | 2.0 | 1.9 | |
| Income tax | 0.2 | 0.3 | 0.4 | 0.4 | 0.4 | |
| Net income | 1.1 | 1.2 | 1.4 | 1.5 | 1.5 | |
| Diluted EPS ($) | 10.30 | 11.13 | 12.70 | 14.35 | 14.20 | |
| Diluted shares (M) | 106 | 107 | 107 | 108 | 108 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.8 | 0.2 | 0.2 | 0.3 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.9 | 1.0 | 1.0 | 1.3 | |
| Total current assets | 1.9 | 1.5 | 1.5 | 1.9 | |
| PP&E (net) | 0.1 | 0.1 | 0.1 | 0.2 | |
| Goodwill + intangibles | 24.0 | 25.3 | 28.4 | 31.1 | |
| Total assets | 27.0 | 28.2 | 31.3 | 34.6 | |
| Accounts payable | 0.1 | 0.1 | 0.1 | 0.2 | |
| Short-term debt | 0.7 | 0.5 | 1.0 | 0.7 | |
| Deferred revenue | 1.4 | 1.6 | 1.8 | 1.9 | |
| Total current liabilities | 2.9 | 3.0 | 3.8 | 3.7 | |
| Long-term debt | 6.0 | 5.8 | 6.6 | 8.6 | |
| Total liabilities | 10.9 | 10.7 | 12.5 | 14.7 | |
| Shareholders' equity | 16.0 | 17.4 | 18.9 | 19.9 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 1.0 | 1.4 | 1.5 | 1.5 | |
| D&A | 0.7 | 0.8 | 0.8 | 0.9 | |
| Stock-based compensation | 0.1 | 0.1 | 0.1 | 0.0 | |
| Working capital change | 0.0 | 0.0 | 0.2 | (0.4) | |
| Operating cash flow | 0.7 | 2.0 | 2.4 | 2.5 | |
| Capital expenditures | (0.1) | (0.1) | (0.1) | (0.0) | |
| Investing cash flow | 1.2 | (2.1) | (3.5) | (3.4) | |
| Buybacks | 0.0 | 0.0 | 0.0 | (0.5) | |
| Dividends paid | (0.3) | (0.3) | (0.3) | (0.4) | |
| Debt issuance / (repay) | (1.3) | (0.3) | 1.3 | 1.7 | |
| Financing cash flow | (1.5) | (0.5) | 1.1 | 0.9 | |
| Free cash flow | 0.7 | 1.9 | 2.3 | 2.5 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 10.0% | 8.6% | 8.1% | 8.5% | 7.9% | 13% | |
| ROA | 4.6% | 4.7% | 4.9% | 5.2% | 4.7% | 7.1% | |
| ROIC | 5.7% | 5.3% | 5.8% | 6.0% | 6.1% | 6.0% | |
| Gross margin | 70.5% | 69.9% | 69.7% | 69.3% | 69.2% | 69.5% | |
| Operating margin | 27.6% | 28.4% | 28.2% | 28.4% | 28.3% | 28.0% | |
| Net margin | 22.7% | 22.1% | 22.1% | 22.0% | 19.4% | 30.2% | |
| EBITDA margin | 38.9% | 39.5% | 43.1% | 43.2% | 39.6% | 51.8% | |
| FCF margin | 38.6% | 12.4% | 31.2% | 32.6% | 31.5% | — | |
| VALUATION | |||||||
| P/E | 46.75 | 38.15 | 42.54 | 36.05 | 31.17 | 15.9 | |
| P/B | 4.43 | 2.83 | 3.33 | 2.96 | 2.41 | 2.1 | |
| P/S | 10.14 | 8.44 | 9.39 | 7.93 | 6.06 | 4.57 | |
| P/FCF | 26.30 | 68.25 | 30.11 | 24.35 | 19.21 | 14.4 | |
| EV/EBITDA | 30.37 | 24.17 | 24.11 | 20.84 | 16.92 | 11.4 | |
| EV/Revenue | 11.65 | 9.54 | 10.39 | 9.00 | 7.20 | 5.9 | |
| Earnings yield | 2.1% | 2.6% | 2.4% | 2.8% | 3.2% | 6.40% | |
| FCF yield | 3.8% | 1.5% | 3.3% | 4.1% | 5.2% | 6.93% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.78 | 0.67 | 0.50 | 0.40 | 0.52 | 0.55 | |
| Quick ratio | 0.75 | 0.63 | 0.46 | 0.37 | 0.48 | 0.51 | |
| Debt / equity | 0.69 | 0.42 | 0.37 | 0.41 | 0.47 | 0.61 | |
| Debt / assets | 33.6% | 24.9% | 22.6% | 24.5% | 26.9% | 32.2% | |
| Net debt / EBITDA | 3.93 | 2.79 | 2.31 | 2.46 | 2.68 | 2.55 | |
| Interest coverage | 5.65 | 7.66 | 11.58 | 8.59 | 6.96 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.21 | 0.21 | 0.22 | 0.24 | 0.24 | 0.24 | |
| Receivables turnover | 6.37 | 6.78 | 7.05 | 7.22 | 7.39 | 7.2 | |
| DSO (days) | 57 | 54 | 52 | 51 | 49 | 51 | |
| DPO (days) | 27 | 25 | 26 | 25 | 22 | 25 | |
| Cash conversion cycle | 58 | 49 | 48 | 46 | 47 | 47 | |
| GROWTH (YoY) | |||||||
| Revenue growth | -2.6% | 6.3% | 15.0% | 13.9% | 12.3% | — | |
| Net income growth | 15.5% | 8.4% | 14.8% | 13.6% | -0.8% | — | |
| EPS growth | 14.7% | 8.3% | 13.8% | 13.1% | -0.6% | — | |
| FCF growth | 32.0% | -65.9% | 190.1% | 19.0% | 8.7% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 10.28 | 11.13 | 12.67 | 14.33 | 14.25 | 24.48 | |
| Book value / share | 108.38 | 150.17 | 161.98 | 174.54 | 184.43 | 182.80 | |
| Revenue / share | 47.37 | 50.30 | 57.36 | 65.12 | 73.31 | 80.94 | |
| FCF / share | 18.27 | 6.22 | 17.89 | 21.22 | 23.13 | 25.63 | |
| Cash / share | 3.29 | 7.42 | 1.99 | 1.74 | 2.76 | 3.57 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 0.0% | 0.0% | 0.0% | 1.0% | 9.32% | |
| Altman Z-Score | 3.45 | 3.54 | 4.36 | 3.78 | 3.03 | 2.6 | |
| Piotroski F-Score | 7 | 4 | 6 | 5 | 7 | 8/9 | |
| Beneish M-Score | -2.75 | -2.24 | -2.46 | -2.50 | -2.42 | -2.41 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 8 / 9 | Strong | |
| Altman Z-Score | 2.6 | Grey zone | Grey |
| Income quality | 1.07 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.41 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.84 |
| Interest burden | 0.88 |
| Operating margin | 40.7% |
| Asset turnover | 0.24× |
| Financial leverage | 1.78× |
| = ROE | 13% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.96 |
| Earnings stability | 0.76 |
| Earnings persistence | 0.50 |
| Revenue CAGR 3y | 12.7% |
| EPS CAGR 3y | 28.0% |
| FCF CAGR 3y | 36.9% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| NBIS | $39.7B | 636.4 | 1% | -32.7% | +583.4% | 5/9 | +34.5% |
| WDAY | $46.0B | 38.5 | 16% | 23.8% | +13.4% | 7/9 | -16.2% |
| ADSK | $50.1B | 30.9 | 54% | 24.0% | +18.0% | 8/9 | -20.0% |
| VEEV | $50.3B | 50.0 | 14% | 29.5% | +16.5% | 6/9 | +6.0% |
| ZM | $27.5B | 8.6 | 32% | — | +5.0% | 5/9 | — |
| TEAM | $52.6B | -989.6 | -4% | 7.9% | +26.0% | 7/9 | — |
| MSTR | $55.1B | -1.4 | -31% | — | +6.8% | 3/9 | — |
| PTC | $21.0B | 18.6 | 35% | 19.8% | +19.5% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $8.57B | $8.61B / $8.55B | $22.22 | $22.33 / $22.01 | 11 |
| FY2027 | $9.08B | $9.36B / $8.92B | $24.43 | $25.57 / $23.45 | 11 |
| FY2028 | $9.59B | $9.94B / $9.36B | $26.37 | $27.16 / $25.59 | 2 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Quarter | $445.60 | +16.4% | 5 |
| Last Year | $497.41 | +30.0% | 34 |
| All Time | $536.28 | +40.1% | 53 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $363.30 | +19.41 | +5.34% | Above |
| SMA 50 | $386.39 | -3.68 | -0.95% | Below |
| SMA 200 | $364.99 | +17.72 | +4.85% | Above |
| EMA 9 | $371.72 | +10.99 | +2.96% | Above |
| EMA 21 | $370.78 | +11.93 | +3.22% | Above |
| EMA 50 | $375.01 | +7.70 | +2.05% | Above |
| EMA 200 | $386.48 | -3.77 | -0.98% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $382.37 / $386.54 / $390.62 | S1 / S2 | $378.29 / $374.12 |
| Bollinger (20,2) | $345.64 – $380.96 | Squeeze | Off |
| 52-wk range | $305.96 – $519.10 | Off 52-wk high | -26.3% |
| ATR (14) | $9.17 (2.4%) | Historical vol | 25.1% |
| Computed from live weekly prices | ROP | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 4.77% | 1.83% |
| Best / worst week (1y) | +21.2% / -10.9% | — |
| Max drawdown (5y, monthly) | -45.3% | — |
| 1-week VaR (95%) | -7.4% | — |
| Beta (5y) | 0.75 | 1.00 |
| Reading | ROP | Software - Application n=1,755 | Technology n=6,969 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -1.4 | -15.4 | -20.7 | -20.5 |
| Trend | +17.0 | -18.0 | -20.8 | -21.3 |
| Momentum | +54.7 | -17.4 | -28.5 | -15.8 |
| Volume | -47.2 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| L. Neil Hunn President and Chief Executive | $26.2M | 75% equity+incentive |
| Jason P. Conley Executive Vice President an | $9.9M | 72% equity+incentive |
| John K. Stipancich Executive Vice President | $9.5M | 72% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 48 |
| Social | 50 |
| Governance | 59 |
| Composite ESG | 52 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-10-01 | Officer/Director Change; Exhibits | 5.02,9.01 |
| 2026-08-10 | Exhibits | 9.01 |
| 2026-07-23 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-05-19 | Officer/Director Change; Shareholder Vote; Exhibits | 5.02,5.07,9.01 |
| 2026-04-23 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-04-01 | Material Agreement; Termination of Agreement; Financial Obligation; Ex | 1.01,1.02,2.03,9.01 |
| 2026-01-27 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-10-23 | 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 2026-07-23 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 113 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-05-20 to 2026-10-01 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2026-04-29 to 2026-08-13 |
| 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.