| Profitability | 48/100 |
| Growth | 49/100 |
| Momentum | 78/100 |
| Quality | 79/100 |
| Earnings Quality | 61/100 |
| Balance Sheet | 76/100 |
| Value | 35/100 |
| Risk (safety) | 90/100 |
| Overall | 66.2/100 |
| Symbol | IS Score |
|---|---|
| DOCU | 74 |
| GWRE | 69 |
| FICO | 80 |
| MANH | 73 |
| DT | 61 |
| U | 32 |
| TYL | 66 |
Both readings sit above the midpoint — business quality at 66 and price structure at 84 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 66.2 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 72 → 69 → 70 → 66 | 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 857 → now 765 | 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 | 765 | 43.6M | $12.1B | 104.9% | ex-outlier 95.6% |
| 2026 Q1 | 785 | 40.2M | $12.5B | 96.8% | |
| 2025 Q4 | 846 | 42.6M | $17.7B | 102.5% | ex-outlier 88.5% |
| 2025 Q3 | 857 | 40.5M | $19.6B | 97.4% | |
| 2025 Q2 | 848 | 51.7M | $23.3B | 124.5% | |
| 2025 Q1 | 849 | 41.0M | $22.3B | 98.6% | |
| 2024 Q4 | 824 | 40.5M | $21.8B | 97.4% | |
| 2024 Q3 | 787 | 39.1M | $21.3B | 94.0% | |
| 2024 Q2 | 730 | 40.1M | $18.8B | 96.4% | |
| 2024 Q1 | 709 | 39.7M | $15.6B | 95.5% | |
| 2023 Q4 | 693 | 39.3M | $15.3B | 94.6% | |
| 2023 Q3 | 650 | 39.0M | $14.7B | 93.8% |
Why 2026-06 reads 104.93%. Institutions cannot hold more of a company than exists. The reported 43.6M shares exceed the 41.6M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 3,863,402 shares against 4,341,012 the prior quarter, a 1x jump, which alone would be 9.3% of the company. Excluding that filing, ownership is 95.6%. 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 2025-12 reads 102.47%. Institutions cannot hold more of a company than exists. The reported 42.6M shares exceed the 41.6M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 5,787,516 shares against 5,805,036 the prior quarter, a 1x jump, which alone would be 13.9% 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 |
|---|---|---|---|---|---|---|
| Puckett Jeffrey David | Chief Operating Officer | 2026-09-30 | A-Award | 16 | $0.00M | 7,800 |
| Moore H Lynn Jr | director, President and CEO | 2026-08-28 | EXERCISE | 9,250 | $1.90M | 109,642 |
| Moore H Lynn Jr | director, President and CEO | 2026-08-28 | SELL | 9,250 | $3.45M | 100,392 |
| Moore H Lynn Jr | director, President and CEO | 2026-08-28 | EXERCISE | 9,250 | $1.90M | 60,000 |
| Puckett Jeffrey David | Chief Operating Officer | 2026-08-24 | EXERCISE | 8,500 | $1.22M | 16,284 |
| Puckett Jeffrey David | Chief Operating Officer | 2026-08-24 | SELL | 8,500 | $3.03M | 7,784 |
| Puckett Jeffrey David | Chief Operating Officer | 2026-08-24 | EXERCISE | 8,500 | $1.22M | 0 |
| Puckett Jeffrey David | Chief Operating Officer | 2026-06-30 | A-Award | 15 | $0.00M | 7,784 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 9 | 25,048 | $9.1M | Counted |
| M — Exercises (paired A/D) | 27 | 36,039 | $3.7M | None — mechanics |
| F — Tax withholding | 26 | 22,928 | $8.1M | None — compensation |
| G — Gifts | 1 | 90 | — | None |
| P — Open-market purchases | 0 | 0 | $0 | Counted — none occurred |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-08-28 | Moore H Lynn Jr | 9,250 | $3.4M |
| 2026-08-24 | Puckett Jeffrey David | 8,500 | $3.0M |
| 2026-08-05 | Marr John S Jr | 875 | $0.3M |
| 2026-03-12 | Carter Glenn A | 1,624 | $0.6M |
| Trailing 12 mo | 13 filings | 38,423 | $16M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 7.57% | 3.2M sh |
| 2026-04-29 | SCHEDULE 13G | Vanguard Portfolio Management | 5.69% | 2.4M sh |
| 2025-07-29 | SCHEDULE 13G/A | The Vanguard Group | 12.91% | 5.6M sh |
| 2025-02-05 | SCHEDULE 13G/A | BlackRock, Inc. | 9.50% | 4.1M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Gilbert Cisneros | House | BUY | $1,001 - $15,000 | 2026-08-18 | 2026-09-11 |
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-07-07 | 2026-08-12 |
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2026-05-15 | 2026-06-09 |
| Manager | Shares | Value |
|---|---|---|
| Seilern Investment Management Ltd | 169,676 | $54M |
| Fenimore Asset Management Inc | 94,361 | $30M |
| Fisher Funds Management Ltd | 90,468 | $29M |
| Dudley & Shanley, Inc. | 64,400 | $21M |
| Kopion Asset Management, Llc | 30,545 | $10M |
| Y-Intercept | 20,099 | $6M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $414M |
| VTI | 0.0% | $414M |
| VSMPX | 0.0% | $414M |
| VTSAX | 0.0% | $414M |
| VFFSX | 0.0% | $319M |
| VFIAX | 0.0% | $319M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Ubsa Ubs Ats | 1.3M | 32 sh |
| Mlix Instinct X | 0.8M | 34 sh |
| Sgmt Sigma X2 | 0.7M | 20 sh |
| Ebxl Level Ats | 0.5M | 17 sh |
| Mspl Ms Pool (Ats-4) | 0.5M | 76 sh |
| Bids Bids Ats | 0.4M | 325 sh |
Moat score 49/100 — Weak; primary source Cost Advantage.
| Officer | Title |
|---|---|
| H. Lynn Moore Jr. | CEO, President & Executive Chairman |
| Brian K. Miller | Executive Vice President & Chief Financial Officer |
| Jeffrey D. Puckett | Chief Operating Officer |
| Abigail Diaz | Chief Administrative Officer & Corporate Secretary |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +42.6% | +16.2% | +5.5% | +9.5% | +9.1% |
| Gross profit | +27.6% | +8.7% | +8.9% | +11.4% | +17.3% |
| Operating income | +19.0% | +5.1% | +1.1% | +37.1% | +19.4% |
| Net income | -17.1% | +1.7% | +1.0% | +58.5% | +20.0% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 1.6 | 1.9 | 2.0 | 2.1 | 2.3 | |
| Cost of revenue | 0.9 | 1.1 | 1.2 | 1.3 | 1.3 | |
| Gross profit | 0.7 | 0.7 | 0.8 | 0.9 | 1.0 | |
| R&D expense | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | |
| SG&A expense | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 | |
| Operating income | 0.2 | 0.2 | 0.2 | 0.3 | 0.4 | |
| EBITDA | 0.3 | 0.4 | 0.4 | 0.5 | 0.5 | |
| D&A | 0.1 | 0.2 | 0.2 | 0.2 | 0.1 | |
| Pretax income | 0.2 | 0.2 | 0.2 | 0.3 | 0.4 | |
| Income tax | -0.0 | 0.0 | 0.0 | 0.0 | 0.1 | |
| Net income | 0.2 | 0.2 | 0.2 | 0.3 | 0.3 | |
| Diluted EPS ($) | 3.82 | 3.87 | 3.88 | 6.05 | 7.20 | |
| Diluted shares (M) | 42 | 42 | 43 | 43 | 44 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.2 | 0.2 | 0.7 | 1.0 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.1 | |
| Receivables (net) | 0.6 | 0.6 | 0.6 | 0.7 | |
| Total current assets | 0.8 | 0.9 | 1.4 | 1.8 | |
| PP&E (net) | 0.2 | 0.2 | 0.2 | 0.2 | |
| Goodwill + intangibles | 3.5 | 3.5 | 3.4 | 3.4 | |
| Total assets | 4.7 | 4.7 | 5.2 | 5.6 | |
| Accounts payable | 0.1 | 0.1 | 0.2 | 0.4 | |
| Short-term debt | 0.0 | 0.0 | 0.0 | 0.6 | |
| Deferred revenue | 0.6 | 0.6 | 0.7 | 0.8 | |
| Total current liabilities | 0.9 | 1.0 | 1.1 | 1.8 | |
| Long-term debt | 1.0 | 0.6 | 0.6 | 0.0 | |
| Total liabilities | 2.1 | 1.7 | 1.8 | 1.9 | |
| Shareholders' equity | 2.6 | 2.9 | 3.4 | 3.7 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.2 | 0.2 | 0.3 | 0.3 | |
| D&A | 0.2 | 0.2 | 0.2 | 0.1 | |
| Stock-based compensation | 0.1 | 0.1 | 0.1 | 0.2 | |
| Working capital change | 0.0 | 0.0 | 0.1 | (0.0) | |
| Operating cash flow | 0.4 | 0.4 | 0.6 | 0.7 | |
| Capital expenditures | (0.1) | (0.1) | (0.0) | (0.0) | |
| Investing cash flow | (0.2) | (0.1) | (0.1) | (0.2) | |
| Buybacks | 0.0 | 0.0 | 0.0 | 0.0 | |
| Dividends paid | 0.0 | 0.0 | 0.0 | 0.0 | |
| Debt issuance / (repay) | (0.4) | (0.3) | (0.1) | 0.0 | |
| Financing cash flow | (0.3) | (0.3) | 0.0 | (0.2) | |
| Free cash flow | 0.3 | 0.3 | 0.6 | 0.6 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 7.5% | 6.6% | 6.0% | 8.3% | 8.9% | 9% | |
| ROA | 4.4% | 3.5% | 3.5% | 5.3% | 5.8% | 5.6% | |
| ROIC | 6.1% | 5.5% | 5.3% | 7.8% | 8.8% | 6.1% | |
| Gross margin | 41.8% | 39.0% | 40.3% | 41.0% | 44.0% | 46.6% | |
| Operating margin | 12.9% | 11.7% | 11.2% | 14.0% | 15.3% | 15.1% | |
| Net margin | 10.1% | 8.9% | 8.5% | 12.3% | 13.5% | 13.4% | |
| EBITDA margin | 20.6% | 21.0% | 20.1% | 21.8% | 21.7% | 23.3% | |
| FCF margin | 19.9% | 17.9% | 16.8% | 27.1% | 27.3% | — | |
| VALUATION | |||||||
| P/E | 141.72 | 83.27 | 108.29 | 96.27 | 62.63 | 47.3 | |
| P/B | 9.85 | 5.21 | 6.12 | 7.47 | 5.34 | 4.9 | |
| P/S | 14.37 | 7.39 | 9.21 | 11.84 | 8.47 | 6.08 | |
| P/FCF | 72.38 | 41.28 | 54.87 | 43.68 | 31.00 | 20.7 | |
| EV/EBITDA | 73.88 | 37.40 | 47.09 | 54.30 | 36.09 | 27.1 | |
| EV/Revenue | 15.02 | 7.84 | 9.47 | 11.78 | 8.29 | 6.3 | |
| Earnings yield | 0.7% | 1.2% | 0.9% | 1.0% | 1.6% | 2.16% | |
| FCF yield | 1.4% | 2.4% | 1.8% | 2.3% | 3.2% | 4.83% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.16 | 0.95 | 0.86 | 1.35 | 1.05 | 1.55 | |
| Quick ratio | 1.16 | 0.95 | 0.86 | 1.35 | 1.05 | 1.55 | |
| Debt / equity | 0.60 | 0.40 | 0.24 | 0.19 | 0.18 | 0.48 | |
| Debt / assets | 29.3% | 22.3% | 14.9% | 12.3% | 12.0% | 25.0% | |
| Net debt / EBITDA | 3.17 | 2.15 | 1.33 | -0.28 | -0.79 | 0.99 | |
| Interest coverage | 7.97 | 7.61 | 9.39 | 52.96 | 79.14 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.43 | 0.39 | 0.42 | 0.43 | 0.43 | 0.42 | |
| Receivables turnover | 3.53 | 3.37 | 3.26 | 3.54 | 3.80 | 3.2 | |
| DSO (days) | 104 | 108 | 112 | 103 | 96 | 112 | |
| DPO (days) | 26 | 36 | 39 | 44 | 74 | 50 | |
| Cash conversion cycle | 77 | 72 | 73 | 59 | 22 | 62 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 42.6% | 16.2% | 5.5% | 9.5% | 9.1% | — | |
| Net income growth | -17.1% | 1.7% | 1.0% | 58.5% | 20.0% | — | |
| EPS growth | -18.3% | 2.0% | -0.3% | 55.1% | 21.0% | — | |
| FCF growth | -3.2% | 4.8% | -1.2% | 77.0% | 10.0% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 3.80 | 3.87 | 3.86 | 5.99 | 7.25 | 7.81 | |
| Book value / share | 54.64 | 61.87 | 68.37 | 77.16 | 85.04 | 73.07 | |
| Revenue / share | 37.43 | 43.62 | 45.42 | 48.68 | 53.56 | 58.46 | |
| FCF / share | 7.43 | 7.81 | 7.62 | 13.20 | 14.64 | 17.18 | |
| Cash / share | 8.50 | 4.97 | 4.09 | 17.49 | 25.20 | 23.34 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.1% | 0.0% | 0.0% | 0.0% | 0.0% | 6.16% | |
| Altman Z-Score | 6.58 | 4.94 | 7.22 | 9.68 | 6.79 | 4.5 | |
| Piotroski F-Score | 4 | 7 | 7 | 8 | 8 | 8/9 | |
| Beneish M-Score | -1.90 | -2.60 | -2.67 | -2.83 | -2.68 | -2.82 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 8 / 9 | Strong | |
| Altman Z-Score | 4.5 | Safe (>2.99) | Safe |
| Income quality | 2.25 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.82 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.77 |
| Interest burden | 1.02 |
| Operating margin | 16.9% |
| Asset turnover | 0.43× |
| Financial leverage | 1.68× |
| = ROE | 10% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.98 |
| Earnings stability | 0.84 |
| Earnings persistence | 0.98 |
| Revenue CAGR 3y | 8.5% |
| EPS CAGR 3y | 26.4% |
| FCF CAGR 3y | 39.9% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| DOCU | $14.0B | 44.7 | 18% | 8.9% | +8.6% | 7/9 | +11.2% |
| GWRE | $13.8B | 102.3 | 11% | 7.6% | +22.7% | 7/9 | -30.8% |
| FICO | $16.7B | 22.2 | -30% | 35.2% | +24.1% | 8/9 | -52.4% |
| MANH | $13.0B | 63.1 | 96% | 16.9% | +6.5% | 5/9 | +15.1% |
| DT | $17.7B | 120.2 | 6% | 6.6% | +17.9% | 5/9 | — |
| U | $17.8B | -29.7 | -19% | -4.3% | +14.0% | 5/9 | — |
| HUBS | $11.8B | 81.6 | 8% | 4.8% | +21.1% | 7/9 | — |
| PAYC | $11.3B | 26.7 | 41% | 20.2% | +9.2% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $2.55B | $2.56B / $2.51B | $13.08 | $13.48 / $12.93 | 14 |
| FY2027 | $2.81B | $2.84B / $2.77B | $15.38 | $17.30 / $14.26 | 14 |
| FY2028 | $3.06B | $3.11B / $2.98B | $17.51 | $17.83 / $17.06 | 3 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $398.33 | +10.4% | 3 |
| Last Quarter | $406.00 | +12.5% | 5 |
| Last Year | $472.31 | +30.9% | 32 |
| All Time | $505.61 | +40.1% | 57 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $333.72 | +27.15 | +8.14% | Above |
| SMA 50 | $341.52 | +19.35 | +5.67% | Above |
| SMA 200 | $339.63 | +21.24 | +6.25% | Above |
| EMA 9 | $346.50 | +14.37 | +4.15% | Above |
| EMA 21 | $340.49 | +20.38 | +5.99% | Above |
| EMA 50 | $336.60 | +24.27 | +7.21% | Above |
| EMA 200 | $358.48 | +2.39 | +0.67% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $362.38 / $368.07 / $372.53 | S1 / S2 | $357.92 / $352.23 |
| Bollinger (20,2) | $308.92 – $358.51 | Squeeze | Off |
| 52-wk range | $270.71 – $524.43 | Off 52-wk high | -31.1% |
| ATR (14) | $11.53 (3.2%) | Historical vol | 28.7% |
| Computed from live weekly prices | TYL | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 5.92% | 1.83% |
| Best / worst week (1y) | +17.3% / -18.1% | — |
| Max drawdown (5y, monthly) | -52.8% | — |
| 1-week VaR (95%) | -9.0% | — |
| Beta (5y) | 0.83 | 1.00 |
| Reading | TYL | Software - Application n=1,755 | Technology n=6,969 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +24.6 | -15.4 | -20.7 | -20.5 |
| Trend | +39.6 | -18.0 | -20.8 | -21.3 |
| Momentum | +66.9 | -17.4 | -28.5 | -15.8 |
| Volume | +33.7 | +0.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| H. Lynn Moore, Jr. President and Chief Execu | $8.9M | 92% equity+incentive |
| Brian K. Miller Executive Vice President and | $4.4M | 90% equity+incentive |
| Jeffrey D. Puckett Chief Operating Officer | $3.0M | 89% equity+incentive |
| Abigail M. Diaz Chief Administrative Officer | $1.9M | 84% equity+incentive |
| John S. Marr, Jr. Executive Chairperson of t | $1.2M | 75% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 71 |
| Social | 70 |
| Governance | 82 |
| Composite ESG | 74 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-09-15 | Other Events | 8.01 |
| 2026-07-29 | Earnings Release; Other Events | 2.02,8.01 |
| 2026-06-12 | Other Events | 8.01 |
| 2026-05-29 | Material Agreement; Termination of Agreement; Financial Obligation; Ex | 1.01,1.02,2.03,9.01 |
| 2026-05-14 | Material Agreement; Financial Obligation; Unregistered Equity Sales; O | 1.01,2.03,3.02,8.01,9.01 |
| 2026-05-12 | Other Events; Exhibits | 8.01,9.01 |
| 2026-05-05 | Shareholder Vote; Exhibits | 5.07,9.01 |
| 2026-04-29 | Earnings Release | 2.02 |
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 2026-07-29 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 110 rows · 1999 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-05-06 to 2026-09-30 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-02-05 to 2026-04-30 |
| 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.