| Profitability | 80/100 |
| Growth | 60/100 |
| Momentum | 78/100 |
| Quality | 75/100 |
| Earnings Quality | 67/100 |
| Balance Sheet | 55/100 |
| Value | 44/100 |
| Risk (safety) | 0/100 |
| Overall | 56.4/100 |
| Symbol | IS Score |
|---|---|
| MDB | 74 |
| CPAY | 54 |
| FFIV | 75 |
| OKTA | 74 |
| IOT | 72 |
| RBRK | 42 |
| VRSN | 56 |
Both readings sit above the midpoint — business quality at 56 and price structure at 81 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 56.4 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 54 → 58 → 57 → 56 | 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 880 → now 880 | 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 | 880 | 88.1M | $22.0B | 97.0% | |
| 2026 Q1 | 851 | 86.1M | $21.3B | 94.8% | |
| 2025 Q4 | 855 | 88.0M | $21.1B | 96.9% | |
| 2025 Q3 | 855 | 85.7M | $23.8B | 94.3% | |
| 2025 Q2 | 844 | 87.1M | $25.0B | 95.9% | |
| 2025 Q1 | 756 | 88.0M | $22.2B | 97.0% | |
| 2024 Q4 | 704 | 89.3M | $18.3B | 98.4% | |
| 2024 Q3 | 673 | 89.9M | $17.0B | 99.0% | |
| 2024 Q2 | 651 | 90.2M | $15.8B | 99.4% | |
| 2024 Q1 | 640 | 92.3M | $16.6B | 101.6% | ex-outlier 87.5% |
| 2023 Q4 | 660 | 93.5M | $18.3B | 102.9% | ex-outlier 88.8% |
| 2023 Q3 | 593 | 93.1M | $17.8B | 102.5% |
Why 2024-03 reads 101.62%. Institutions cannot hold more of a company than exists. The reported 92.3M shares exceed the 90.8M outstanding, and a single filer accounts for the excess: BERKSHIRE HATHAWAY INC reports 12,815,613 shares against 12,815,613 the prior quarter, a 1x jump, which alone would be 14.1% of the company. Excluding that filing, ownership is 87.5%. 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 2023-12 reads 102.92%. Institutions cannot hold more of a company than exists. The reported 93.5M shares exceed the 90.8M outstanding, and a single filer accounts for the excess: BERKSHIRE HATHAWAY INC reports 12,815,613 shares against 12,815,613 the prior quarter, a 1x jump, which alone would be 14.1% of the company. Excluding that filing, ownership is 88.8%. 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 |
|---|---|---|---|---|---|---|
| Bidzos D James | director, Exec. Chairman, Pres, & CEO | 2026-10-13 | SELL | 700 | $0.21M | 377,727 |
| Bidzos D James | director, Exec. Chairman, Pres, & CEO | 2026-10-13 | SELL | 500 | $0.15M | 377,227 |
| Bidzos D James | director, Exec. Chairman, Pres, & CEO | 2026-10-13 | SELL | 1,500 | $0.45M | 375,727 |
| Bidzos D James | director, Exec. Chairman, Pres, & CEO | 2026-10-13 | SELL | 500 | $0.15M | 375,227 |
| Bidzos D James | director, Exec. Chairman, Pres, & CEO | 2026-10-13 | SELL | 100 | $0.03M | 375,127 |
| Indelicarto Thomas C | EVP, Gen Counsel & Secretary | 2026-10-08 | SELL | 500 | $0.15M | 31,895 |
| Bidzos D James | director, Exec. Chairman, Pres, & CEO | 2026-10-06 | SELL | 1,800 | $0.52M | 379,927 |
| Bidzos D James | director, Exec. Chairman, Pres, & CEO | 2026-10-06 | SELL | 1,100 | $0.32M | 378,827 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 116 | 78,324 | $22.0M | Counted |
| P — Open-market purchases | 6 | 57 | $0.0M | Counted |
| F — Tax withholding | 29 | 7,032 | $2.0M | None — compensation |
| Filed | Filer | Shares registered | Est. proceeds |
|---|---|---|---|
| 2026-10-08 | Thomas C Indelicarto | 500 | $0.1M |
| 2026-10-01 | Thomas C Indelicarto | 500 | $0.1M |
| 2026-09-08 | Demetrios James Bidzos | 42,900 | $12.5M |
| 2026-08-10 | Thomas C Indelicarto | 500 | $0.1M |
| Trailing 12 mo | 39 filings | 184,351 | $51M |
| Filed | Form | Reporting person | % of class | Shares |
|---|---|---|---|---|
| 2026-08-13 | SCHEDULE 13G | AQR Capital Management Holdings, LLC | 5.44% | 4.9M sh |
| 2026-04-30 | SCHEDULE 13G | Vanguard Capital Management | 6.74% | 6.2M sh |
| 2025-11-14 | SCHEDULE 13G/A | Precision Castparts Corp. Master Fund | 0.39% | 0.4M sh |
| 2025-10-31 | SCHEDULE 13G/A | The Vanguard Group | 12.25% | 11.4M sh |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2026-03-13 | 2026-04-08 |
| Gilbert Ray Cisneros | House | SELL | $1,001 - $15,000 | 2026-03-12 | 2026-04-08 |
| Gilbert Cisneros | House | BUY | $1,001 - $15,000 | 2026-02-10 | 2026-03-10 |
| Manager | Shares | Value |
|---|---|---|
| Ninety One Uk Ltd | 2.0M | $564M |
| Assenagon Asset Management S.A. | 334,862 | $94M |
| Wealth Enhancement Advisory Servic | 182,095 | $52M |
| Ninety One North America, Inc. | 148,455 | $42M |
| Fjarde Ap-Fonden /Fourth Swedish N | 93,845 | $26M |
| Gateway Investment Advisers Llc | 65,914 | $19M |
| Fund | Weight | Position |
|---|---|---|
| VITSX | 0.0% | $727M |
| VSMPX | 0.0% | $727M |
| VTI | 0.0% | $727M |
| VTSAX | 0.0% | $727M |
| VOO | 0.0% | $602M |
| VFFSX | 0.0% | $602M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Ubsa Ubs Ats | 0.9M | 27 sh |
| Incr Intelligent Cross Llc | 0.8M | 20 sh |
| Sgmt Sigma X2 | 0.6M | 19 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 0.4M | 19 sh |
| Mlix Instinct X | 0.4M | 32 sh |
| Ebxl Level Ats | 0.4M | 12 sh |
| Region | Revenue | Share |
|---|---|---|
| UNITED STATES | $1.1B | 66% |
| EMEA | $279M | 17% |
| Asia Pacific | $185M | 11% |
| Other Geographical Areas | $100M | 6% |
Moat score 65/100 — Narrow; primary source Cost Advantage.
| Officer | Title |
|---|---|
| D. James Bidzos | Executive Chairman, Chief Executive Officer & President |
| Danny R. McPherson | Executive Vice President of Technology & Chief Security Officer |
| John D. Calys | Executive Vice President & Chief Financial Officer |
| Thomas C. Indelicarto | Executive Vice President, General Counsel & Secretary |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +4.9% | +7.3% | +4.8% | +4.3% | +6.4% |
| Gross profit | +4.7% | +7.8% | +5.8% | +5.4% | +6.9% |
| Operating income | +5.2% | +8.8% | +6.1% | +5.8% | +5.9% |
| Net income | -3.7% | -14.1% | +21.3% | -3.9% | +5.1% |
| $M · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 1,328 | 1,425 | 1,493 | 1,557 | 1,657 | |
| Cost of revenue | 192 | 201 | 197 | 191 | 196 | |
| Gross profit | 1,136 | 1,224 | 1,296 | 1,366 | 1,460 | |
| R&D expense | 81 | 86 | 91 | 97 | 104 | |
| SG&A expense | 188 | 195 | 204 | 211 | 236 | |
| Operating income | 867 | 943 | 1,001 | 1,058 | 1,121 | |
| EBITDA | 913 | 1,002 | 1,096 | 1,134 | 1,172 | |
| D&A | 48 | 47 | 44 | 37 | 31 | |
| Pretax income | 782 | 880 | 976 | 1,022 | 1,068 | |
| Income tax | -3 | 206 | 159 | 236 | 243 | |
| Net income | 785 | 674 | 818 | 786 | 826 | |
| Diluted EPS ($) | 7.00 | 6.24 | 7.90 | 8.00 | 8.81 | |
| Diluted shares (M) | 112 | 108 | 104 | 98 | 93 |
| $M | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 373.6 | 240.1 | 206.7 | 307.9 | |
| ST investments | 606.8 | 686.3 | 393.2 | 272.6 | |
| Receivables (net) | 8.1 | 13.6 | 7.8 | 14.9 | |
| Total current assets | 1,038.7 | 988.3 | 663.8 | 652.5 | |
| PP&E (net) | 239.2 | 240.6 | 233.8 | 223.5 | |
| Goodwill + intangibles | 52.5 | 52.5 | 52.5 | 197.7 | |
| Total assets | 1,733.4 | 1,749.0 | 1,406.5 | 1,325.9 | |
| Accounts payable | 9.8 | 12.5 | 10.6 | 13.8 | |
| Short-term debt | 0.0 | 0.0 | 299.8 | 0.0 | |
| Deferred revenue | 962.4 | 1,008.3 | 1,038.1 | 1,127.7 | |
| Total current liabilities | 1,116.9 | 1,188.5 | 1,531.1 | 1,333.1 | |
| Long-term debt | 1,787.9 | 1,790.2 | 1,492.5 | 1,788.2 | |
| Total liabilities | 3,295.6 | 3,330.0 | 3,364.4 | 3,480.1 | |
| Shareholders' equity | -1,562.2 | -1,581.0 | -1,957.9 | -2,154.2 |
| $M | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 673.8 | 817.6 | 785.7 | 825.7 | |
| D&A | 46.9 | 44.1 | 36.9 | 31.2 | |
| Stock-based compensation | 58.6 | 59.7 | 61.1 | 69.7 | |
| Working capital change | 55.7 | (43.1) | 36.4 | 41.3 | |
| Operating cash flow | 831.1 | 853.8 | 902.6 | 1,091.1 | |
| Capital expenditures | (27.4) | (45.8) | (28.1) | (22.8) | |
| Investing cash flow | 355.7 | (97.4) | 286.3 | 109.1 | |
| Buybacks | (1,048.1) | (901.4) | (1,225.6) | (893.2) | |
| Dividends paid | 0.0 | 0.0 | 0.0 | (215.2) | |
| Debt issuance / (repay) | 0.0 | 0.0 | 0.0 | (6.7) | |
| Financing cash flow | (1,035.8) | (889.8) | (1,221.5) | (1,102.8) | |
| Free cash flow | 803.7 | 808.0 | 874.5 | 1,068.3 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | -59.2% | -47.7% | -52.0% | -44.4% | -40.2% | -39% | |
| ROA | 41.9% | 36.3% | 47.0% | 49.8% | 60.4% | 47.1% | |
| ROIC | -128.3% | -96.6% | -118.0% | -107.6% | -92.5% | 194.5% | |
| Gross margin | 85.5% | 85.9% | 86.8% | 87.7% | 88.2% | 88.5% | |
| Operating margin | 65.3% | 66.2% | 67.0% | 67.9% | 67.7% | 67.9% | |
| Net margin | 59.1% | 47.3% | 54.8% | 50.4% | 49.8% | 49.8% | |
| EBITDA margin | 68.8% | 70.3% | 73.4% | 72.8% | 70.7% | 70.4% | |
| FCF margin | 56.8% | 56.4% | 54.1% | 56.2% | 64.5% | — | |
| VALUATION | |||||||
| P/E | 35.61 | 32.01 | 25.47 | 24.99 | 27.25 | 32.8 | |
| P/B | -22.18 | -13.81 | -13.17 | -10.03 | -10.44 | -12.2 | |
| P/S | 21.05 | 15.14 | 13.95 | 12.61 | 13.58 | 16.00 | |
| P/FCF | 37.07 | 26.84 | 25.78 | 22.45 | 21.06 | 25.6 | |
| EV/EBITDA | 31.24 | 22.33 | 19.80 | 18.37 | 20.15 | 24.0 | |
| EV/Revenue | 21.49 | 15.71 | 14.53 | 13.38 | 14.32 | 16.9 | |
| Earnings yield | 2.8% | 3.1% | 3.9% | 4.0% | 3.7% | 3.10% | |
| FCF yield | 2.7% | 3.7% | 3.9% | 4.5% | 4.7% | 3.90% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 1.18 | 0.93 | 0.83 | 0.43 | 0.49 | 0.59 | |
| Quick ratio | 1.18 | 0.93 | 0.83 | 0.43 | 0.49 | 0.59 | |
| Debt / equity | -1.42 | -1.15 | -1.14 | -0.92 | -0.83 | -1.04 | |
| Debt / assets | 90.1% | 103.6% | 102.8% | 128.1% | 135.6% | 129.8% | |
| Net debt / EBITDA | 0.64 | 0.81 | 0.79 | 1.06 | 1.03 | 1.25 | |
| Interest coverage | 10.39 | 12.69 | 13.97 | 14.57 | 14.88 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.71 | 0.77 | 0.86 | 0.99 | 1.21 | 0.95 | |
| Receivables turnover | 267.49 | 248.15 | 238.90 | 261.75 | 249.11 | 70.6 | |
| DSO (days) | 1 | 1 | 2 | 1 | 1 | 5 | |
| DPO (days) | 20 | 17 | 21 | 22 | 23 | 24 | |
| Cash conversion cycle | -19 | -16 | -19 | -21 | -21 | -19 | |
| GROWTH (YoY) | |||||||
| Revenue growth | 4.9% | 7.3% | 4.8% | 4.3% | 6.4% | — | |
| Net income growth | -3.7% | -14.1% | 21.3% | -3.9% | 5.1% | — | |
| EPS growth | -1.1% | -9.9% | 26.0% | 2.4% | 8.6% | — | |
| FCF growth | 9.8% | 6.6% | 0.5% | 8.2% | 22.2% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 7.07 | 6.36 | 8.02 | 8.21 | 8.92 | 9.36 | |
| Book value / share | -11.35 | -14.75 | -15.50 | -20.46 | -23.26 | -24.82 | |
| Revenue / share | 11.95 | 13.46 | 14.64 | 16.27 | 17.89 | 18.81 | |
| FCF / share | 6.79 | 7.59 | 7.92 | 9.14 | 11.54 | 11.74 | |
| Cash / share | 10.85 | 9.26 | 9.08 | 6.27 | 6.27 | 11.39 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 2.6% | 4.9% | 4.3% | 6.2% | 3.9% | 3.93% | |
| Altman Z-Score | -3.10 | -4.96 | -4.26 | -6.10 | -5.07 | -2.2 | |
| Piotroski F-Score | 5 | 6 | 8 | 7 | 8 | 9/9 | |
| Beneish M-Score | -1.82 | -3.21 | -1.92 | -3.25 | -2.69 | -3.30 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 9 / 9 | Strong | |
| Altman Z-Score | -2.2 | Distress (<1.81) | Distress |
| Income quality | 1.30 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -3.30 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.77 |
| Interest burden | 0.94 |
| Operating margin | 68.8% |
| Asset turnover | 1.06× |
| Financial leverage | -0.76× |
| = ROE | -40% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.99 |
| Earnings stability | 0.55 |
| Earnings persistence | 0.97 |
| Revenue CAGR 3y | 5.3% |
| EPS CAGR 3y | 10.8% |
| FCF CAGR 3y | 7.6% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| MDB | $27.2B | 462.1 | 2% | 5.3% | +25.5% | 7/9 | +7.4% |
| CPAY | $26.3B | 24.0 | 31% | 18.5% | +20.4% | 7/9 | +44.0% |
| FFIV | $25.0B | 34.8 | 20% | 24.1% | +9.4% | 9/9 | +49.7% |
| OKTA | $31.3B | 110.8 | 4% | 14.4% | +11.2% | 9/9 | +113.5% |
| IOT | $23.2B | 244.9 | 6% | 3.2% | +29.5% | 8/9 | — |
| RBRK | $23.1B | -88.5 | 48% | -14.5% | +42.4% | 5/9 | — |
| CRWV | $33.8B | -16.8 | -44% | -24.3% | +245.9% | 3/9 | — |
| ZS | $33.8B | -531.7 | -3% | -0.4% | +25.4% | 5/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $1.75B | $1.76B / $1.74B | $9.79 | $9.80 / $9.78 | 3 |
| FY2027 | $1.93B | $1.94B / $1.92B | $11.10 | $11.17 / $11.00 | 3 |
| FY2028 | $2.09B | $2.12B / $2.05B | $12.65 | $12.86 / $12.28 | 3 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Quarter | $332.50 | +10.0% | 2 |
| Last Year | $336.25 | +11.2% | 4 |
| All Time | $280.89 | -7.1% | 9 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $294.63 | +7.70 | +2.62% | Above |
| SMA 50 | $291.27 | +11.06 | +3.80% | Above |
| SMA 200 | $267.54 | +34.79 | +13.01% | Above |
| EMA 9 | $299.87 | +2.46 | +0.82% | Above |
| EMA 21 | $296.29 | +6.04 | +2.04% | Above |
| EMA 50 | $291.33 | +11.00 | +3.78% | Above |
| EMA 200 | $274.25 | +28.08 | +10.24% | Above |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $304.77 / $309.09 / $314.08 | S1 / S2 | $299.78 / $295.46 |
| Bollinger (20,2) | $278.39 – $310.86 | Squeeze | Off |
| 52-wk range | $206.93 – $311.56 | Off 52-wk high | -3.0% |
| ATR (14) | $7.64 (2.5%) | Historical vol | 21.4% |
| Computed from live weekly prices | VRSN | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 4.14% | 1.83% |
| Best / worst week (1y) | +10.8% / -10.5% | — |
| Max drawdown (5y, monthly) | -33.6% | — |
| 1-week VaR (95%) | -7.4% | — |
| Beta (5y) | 0.70 | 1.00 |
| Reading | VRSN | Software - Infrastructure n=566 | Technology n=6,969 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | +20.9 | -18.4 | -20.7 | -20.5 |
| Trend | +42.1 | -17.3 | -20.8 | -21.3 |
| Momentum | +40.7 | -20.2 | -28.5 | -15.8 |
| Volume | +43.9 | -1.0 | +0.0 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| D. James Bidzos Executive Chairman, Presiden | $15.5M | 94% equity+incentive |
| Danny R. McPherson Executive Vice President, | $5.6M | 90% equity+incentive |
| Thomas C. Indelicarto Executive Vice Preside | $4.9M | 88% equity+incentive |
| George E. Kilguss, III Former Executive Vice | $3.9M | 89% equity+incentive |
| John D. Calys Executive Vice President, Chie | $3.4M | 86% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 53 |
| Social | 55 |
| Governance | 61 |
| Composite ESG | 56 |
| Filed | 8-K contents | Items |
|---|---|---|
| 2026-08-27 | Other Events | 8.01 |
| 2026-07-23 | Earnings Release; Other Events; Exhibits | 2.02,8.01,9.01 |
| 2026-06-26 | Other Events; Exhibits | 8.01,9.01 |
| 2026-06-26 | Material Agreement; Exhibits | 1.01,9.01 |
| 2026-05-21 | Officer/Director Change; Shareholder Vote; Exhibits | 5.02,5.07,9.01 |
| 2026-04-23 | Earnings Release; Exhibits | 2.02,9.01 |
| 2026-02-05 | Results of Operations and Financial Condition; Financial Statements an | 2.02,9.01 |
| 2025-11-25 | Departure/Election of Directors; Appointment of Officers | 5.02 |
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 · 2020-10-22 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 · 2026-09-29 to 2026-10-13 |
| Proposed sales (Form 144) | edgar/form144 | 1 record |
| Beneficial ownership (13D/G) | edgar/13dg | 4 rows · 2025-10-31 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.