Smart Money · Holder IQ
57.6 / 100
Above median holder quality (percentile 59.5 this quarter).
PHR
Phreesia IncNYSE
$12.62-1.48%
Close Nov 12, 2026
Reading stored signals…
Healthcare • Health Information Services
Factor tilt: Small-Cap Blend
Company Quality Grade
Per-share book value with reinvested dividends, and the steadiness of its 20-quarter trend.
As of · Window to
Historical book-value growth with dividends
- Book with dividends · annual growth
- -26.4%
- Consistency of fitted trend · R²
- 0.8
- Recent / whole-window slope
- 0.46×
- PHR
- Whole-window fit
- Recent 12-quarter fit
- GDRX
- OMCL
Peers: same industry, any size · 2 qualifying series. Each starts at 100 on its own fiscal dates.
Quarterly chart values · 21 observations
· 100 indexed · 9.4 per share
· 93.2 indexed · 8.8 per share
· 79 indexed · 7.4 per share
· 68.6 indexed · 6.5 per share
· 61.5 indexed · 5.8 per share
· 55.5 indexed · 5.2 per share
· 49.2 indexed · 4.6 per share
· 43.6 indexed · 4.1 per share
· 38.2 indexed · 3.6 per share
· 30.1 indexed · 2.8 per share
· 28 indexed · 2.6 per share
· 27.4 indexed · 2.6 per share
· 26.9 indexed · 2.5 per share
· 27.5 indexed · 2.6 per share
· 29.7 indexed · 2.8 per share
· 32.3 indexed · 3 per share
· 34.9 indexed · 3.3 per share
· 38.8 indexed · 3.6 per share
· 15.5 indexed · 1.5 per share
· 19.6 indexed · 1.8 per share
· 21.6 indexed · 2 per share
GDRX · 2021-06-30 to 2026-06-30 · size observation 2026-11-12 · grade sha256:e30f44db4276da0e42350d9370838e14a9925e1afcb13f8a1c335b6c6f1d3217
OMCL · 2021-06-30 to 2026-06-30 · size observation 2026-11-12 · grade sha256:5770d782e12dd518d192c552c39513c8cc0ed1db7bd55b9cbf8ade2ae0c5eb3d
Basis: tangible common book. Dividends are reinvested at book value.
The recent trend is weaker than the whole-window trend.
Method, filing sources and publication receipt
The compounder rule requires a top-decile composite, positive slope and no detected decline in the tangible-book eligible pool. Total-common-book fallback rows cannot qualify. Decline means the 90% interval for recent / whole-window slope lies below 1.
Source: SEC first-filed XBRL. Midas Edge API’s published Green Compounders method uses only filings public by the as-of date, split-adjusted shares and the original filed values. Restatements do not replace them. Issuer pools and entity types reflect the SEC submissions captured for this run, not historical classifications at each as-of date.
The primary form fits log book value with reinvested dividends against time. The method checks the starting book and market-cap floors and excludes identified non-reliance/enforcement windows. Its cohort is fixed at capture time, so historical percentiles have capture and survival limits. It does not check audit-opinion going-concern text. This grade is separate from InsiderIQ, HolderIQ and NetCredibility.
Input filings (21 in this window): 0001412408-21-000080; 0001412408-21-000093; 0001412408-22-000019. The links show up to three of the input filings.
Method notes: Going-concern audit wording was not evaluated. Missing dividend facts were treated as zero by the published method. No preferred-equity fact was filed; the method used zero. Enforcement findings use records naming the issuer. The history contains a large unexplained tangible-book decline. Some quarters use weighted-average shares.
- Parameters
- pg-g2-params.v36
- Plane
- sha256:b08311b44a364243079bd02d05184590ce1b4a8cecae5ac54eb47e6d8d100282
- Grade row SHA-256
- sha256:3a0a1250cbae6a5c97cbaf1200e0e7ebc5bb485c01e49d116e741788e449b029
- Manifest SHA-256
- sha256:a759396dbafa0c13c8b128c70452c491b5de054e46821a357c30bd15b13ce27f
- Engine SHA-256
- sha256:59cafdcf1cf34b8d7549562af91a81cf1204405ccf03224493f1228e71293258
- Hand-check receipt SHA-256
- sha256:1eb90c6040524e68ca2ed0a0feab58b3e77fa52586a2872887a9be00ed2a52b7
People-network credibilityUncalibrated
No reporting owner has a RED or GREEN connection distinguishable from zero in this publication.
Show all 19 reporting owners
- Edward L. CahillDirector — as filedRED 0 · GREEN 0 · Net 0
- Lisa Egbuonu-DavisDirector — as filedRED 0 · GREEN 0 · Net 0
- Balaji GandhiChief Financial Officer — as filedRED 0 · GREEN 0 · Net 0
- Lainie GoldsteinDirector — as filedRED 0.000003 · GREEN 0.000002 · Net -0.000001
- Allison C. HoffmanGeneral Counsel & Secretary — as filedRED 0 · GREEN 0 · Net 0
- Yvonne HuiPrincipal Accounting Officer — as filedRED 0 · GREEN 0 · Net 0
- Chaim IndigChief Executive Officer · Director — as filedRED 0 · GREEN 0 · Net 0
- Jon KesslerDirector — as filedRED 0 · GREEN 0 · Net 0
- David LinetskyPresident, Network Solutions — as filedRED 0 · GREEN 0 · Net 0
- Gillian MunsonDirector — as filedRED 0 · GREEN 0 · Net 0
- Evan RobertsPresident, Provider Solutions — as filedRED 0 · GREEN 0 · Net 0
- Ramin SayarDirector — as filedRED 0 · GREEN 0 · Net 0
- Mark Douglas SmithDirector — as filedRED 0 · GREEN 0 · Net 0
- Amy Beth VanDuynSVP, Human Resources — as filedRED 0 · GREEN 0 · Net 0
- Jan Barta10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- Pale Fire Capital investicni spolecnost a.s.10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- Pale Fire Capital SE10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- Pale Fire Capital SICAV a.s.10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
- Dusan Senkypl10% reporting owner — as filedRED 0 · GREEN 0 · Net 0
How this is measured
A connection is distinguishable from zero here only when its RED or GREEN published interval has a lower bound above zero. A person with an admitted finding is always listed first, even with a zero score. Connections are then ordered by the larger of RED and GREEN. A zero tied with other owners is not given a percentile.
RED measures graph connections to people with admitted adjudications; GREEN measures connections to repeat value creators and stewards of qualifying compounders and long-term shareholder-return leaders. Net is GREEN minus RED on a −1 to 1 scale, not a probability or expected return. Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
The publication is uncalibrated. Its intervals are published bands, not a claim of calibrated confidence or a tested forecast.
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and open cases are not findings. A positive net does not erase an admitted finding. Absence of a finding is not a clearance or a complete regulatory-history search.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
Link an account to see your stake, watchlist and past holdings. use the cited filings to check the reported role and evidence alongside your investment thesis. A connection alone does not tell you to increase or reduce a holding.
Medians across all 19 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0.000003; highest GREEN: 0.000002.
- Issuer CIK
- 0001412408
- Publication as of
- Oct 9, 2026; known by Oct 9, 2026
- Retrieved
- Nov 13, 2026; a new publication can take up to six hours to appear here
- RED source refresh state
- fresh within 8d
- Method
- epg.signed_credibility.raw-uncalibrated.v1
- Population identity
- sha256:733e7e30f755f296f1d478ccb2c8674cb0adf04ebbe89319e08bc8255dddb9c5
- Graph identity
- c6521b138848011b775d9a6dfb7ac59989b2082fdc729ef4f41456a4e2037f60
- Source
- SEC Forms 3, 4 and 5 for roles; the Midas Edge API's active immutable people-network publication for credibility and admitted findings. GREEN seed evidence can include vendor price histories. No portfolio or account data is sent to this product.
Edward L. Cahill · SEC CIK 0001025665
Read the Form 4 filed May 4, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: c49ad835b12ce8a91e338eb95b96d240b88011c3ea0069f914126339860255e6
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Lisa Egbuonu-Davis · SEC CIK 0001873318
Read the Form 4 filed Jul 16, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: b4fb5a1651d88d3929a4fc791c5e6a180c9833bef0f05e11e23bdddc98de1d09
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Balaji Gandhi · SEC CIK 0001970527
Read the Form 4 filed Sep 28, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: d5d84bcc17e1f0f5f36f04aaf5cef84bfc03057632d3b0102bfb73a155e3b116
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Lainie Goldstein · SEC CIK 0001399513
Read the Form 4 filed Aug 3, 2026Published intervals: RED 0 to 0.020003; GREEN 0 to 0.020002; net -0.040001 to 0.039999.
Score identity: 3eb97e655e1a1823a48e5ef5ba6b83105492f9dcb9727ea2cd1ba1ccef2776d1
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Allison C. Hoffman · SEC CIK 0001564521
Read the Form 4 filed Sep 28, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 7907bc6e12ebd7a2aa68290e4f88b1b24dcb0902a8c441fc7e29959ef7342d81
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Yvonne Hui · SEC CIK 0002027089
Read the Form 4 filed Sep 28, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 5ca6bb9f6652531bfe0563202664097a26a942e223b0b6c7c7ff41255856de44
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Chaim Indig · SEC CIK 0001776732
Read the Form 4 filed Sep 28, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 49e116428404f65e74660d6d642ac43b1c16be20ca6cb0473e8c4a25e0987a62
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Jon Kessler · SEC CIK 0001615062
Read the Form 4 filed Jun 26, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: b9697c05646c7f9909a624e9c61ab6da8b6c03a243f34459e9923e9e62483677
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
David Linetsky · SEC CIK 0001776729
Read the Form 4 filed Sep 28, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: b160363c0e269f148efa98a9b3c0a6b24ef2ff7e9257f8e541cd3e5a63ec22df
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Gillian Munson · SEC CIK 0001592494
Read the Form 4 filed Aug 3, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 2d62b67953086cdfe92507919b5fa13121fbb170fd82714ec6a0612eb57da506
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Evan Roberts · SEC CIK 0001776704
Read the Form 4 filed Sep 28, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: f03b4ce90001c3af552cbcadfc4835f28070636598eafbf110b064fc6eb4fbcb
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Ramin Sayar · SEC CIK 0001822614
Read the Form 4 filed Jun 26, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: b233b25d6d3e2119a23d43d7fb3fffdfa1f6094d8d8f2e206910c18546cc5986
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Mark Douglas Smith · SEC CIK 0001756253
Read the Form 4 filed Jun 26, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 8c54013f3d9c954788478a24a2cd687371b902c3020e086948459a28a24ec96c
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Amy Beth VanDuyn · SEC CIK 0001776863
Read the Form 4 filed Sep 28, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: ab8ba997e6966684ed18b324d5cf21957a0e2abddec476a75589cadd4426ba6d
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Jan Barta · SEC CIK 0001892479
Read the Form 4 filed Apr 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 91ddd00540bdb890b0f17b22dc3dda082c13442418dcec0d8976bddf3120bed3
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Pale Fire Capital investicni spolecnost a.s. · SEC CIK 0002055254
Read the Form 4 filed Apr 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: d5a49fef5aa86020eb68ac4afdfa26d28fe6d55875acd9eee1d6b1d89c16f5a5
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Pale Fire Capital SE · SEC CIK 0001922318
Read the Form 4 filed Apr 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: f2c7d2acc185c7c94412a3ff00819dc06a72cb79c7718fcbbf57e19f6ab38003
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Pale Fire Capital SICAV a.s. · SEC CIK 0001959667
Read the Form 4 filed Apr 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 7d53ac1b15e496d43074801d1705f6f3ee91168518294b9ec95fa548e8d1d8ac
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Dusan Senkypl · SEC CIK 0001922405
Read the Form 4 filed Apr 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 50c6b8dfc8c84cc64dfd33871bfb97d5175837ae88abdffda1d2cd5a67fdfecd
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
- Market cap
- $780.07M
- 1 month
- +18.7%
- 3 months
- +2.8%
- 1 year
- -44.5%
- 52-week range
- $8.06$22.53
More market facts
- Dividend
- No dividends on record
- Latest-quarter EPS estimate
- $0.36Quarter ended Oct 31, 2026 · 10 analysts · revenue $128.43M · -0.1% in 30d
- Short interest
- 6.1% of float3M shares · settled Oct 30, 2026 · -1.9% since Oct 15, 2026 · FINRA
Estimate history · same fiscal quarter
Quarter ended Oct 31, 2026. Source: Stored analyst estimates.
| Observed / analysts | EPS | Revenue |
|---|---|---|
| 10 analysts | 0.3569 | 128.43M |
| 10 analysts | 0.3569 | 128.43M |
| 10 analysts | 0.3659 | 128.43M |
| 10 analysts | 0.3572 | 128.43M |
| 10 analysts | 0.3582 | 128.34M |
Dates identify stored observations, not earnings announcements. Gaps do not mean estimates were unchanged. The analyst group and vendor earnings basis may change.
Link an account to see your stake, watchlist and past holdings. Compare changes in earnings expectations with your investment case. These are analyst estimates, not reported results or a prediction of your return.
Fundamentals · trailing 12 months to Jul 31, 2026
- Revenue
- $507.79M
- Net income
- $10.45M
- Free cash flow
- $77.51M
- Book value
- $371.85M
- Total debt
- $67.95M
- P/E
- 74.7×
- Price / sales
- 1.5×
- Price / book
- 2.1×
- FCF yield
- +9.9%
- Net margin
- +2.1%
Trailing twelve-month statements · as of Nov 12, 2026
End-of-day close from stored market data, not a live quote.
Quarterly results
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Jul 2026filed Sep 3, 2026 | $129.5M | +10.4% | 58.8% | $11.1M | $1.9M |
| Apr 2026filed May 28, 2026 | $130.9M | +12.9% | 59.2% | $7.0M | $3.0M |
| Jan 2026filed Mar 31, 2026 | $127.1M | +15.9% | 68.2% | -$5.6M | $1.3M |
| Oct 2025filed Dec 9, 2025 | $120.3M | +12.7% | 68.4% | $3.7M | $4.3M |
| Jul 2025filed Sep 5, 2025 | $117.3M | +14.8% | 67.9% | -$1.5M | $654.0K |
| Apr 2025filed May 28, 2025 | $115.9M | +14.5% | 67.2% | -$3.3M | -$3.9M |
| Jan 2025filed Mar 13, 2025 | $109.7M | +15.4% | 69.4% | -$7.6M | -$6.4M |
| Oct 2024filed Dec 9, 2024 | $106.8M | +16.6% | 67.7% | -$13.8M | -$14.4M |
Balance sheet · cash, debt and near-term obligations
What resources sit beside the obligations? These are balances at each fiscal quarter end, not cash earned during the quarter. Amounts are in USD, the reporting currency.
As of
- Reported cash
- $72.9M
- Reported total debt
- $67.9M
- Current assets
- $253.5M
- Current liabilities
- $143.8M
Vendor filing date:
As of
- Reported cash
- $74.7M
- Reported total debt
- $92.6M
- Current assets
- $267.3M
- Current liabilities
- $152.1M
Vendor filing date:
As of
- Reported cash
- $73.8M
- Reported total debt
- $102.4M
- Current assets
- $279.8M
- Current liabilities
- $183.2M
Vendor filing date:
As of
- Reported cash
- $106.4M
- Reported total debt
- $10.4M
- Current assets
- $240.9M
- Current liabilities
- $98.8M
Vendor filing date:
Link an account to see your stake, watchlist and past holdings. Compare cash and debt across dates when reviewing its reliance on financing. Current assets can include receivables and inventory; current liabilities include bills as well as borrowings. They are not all spendable cash or all debt. These figures alone do not establish the ability to repay.
Source: the latest stored normalized balance sheets, matched to the same security and fiscal end as these income periods. They may include restatements and are not an originally-filed or knowledge-time history. No net debt, coverage ratio or replacement balance is calculated. Read the SEC guide to financial statements for the distinction between balances and cash flows.
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Jan 2026filed Mar 31, 2026 | $480.6M | +14.5% | 67.9% | -$6.6M | $2.3M |
| Jan 2025filed Mar 13, 2025 | $419.8M | +17.8% | 67.9% | -$58.1M | -$58.5M |
| Jan 2024filed Mar 15, 2024 | $356.3M | +26.8% | 65.2% | -$136.5M | -$136.9M |
| Jan 2023filed Mar 23, 2023 | $280.9M | +31.7% | 61.1% | -$176.6M | -$176.1M |
| Jan 2022filed Mar 31, 2022 | $213.2M | +43.4% | 61.8% | -$116.8M | -$118.2M |
| Jan 2021filed Mar 31, 2021 | $148.7M | +19.1% | 64.8% | -$25.7M | -$27.3M |
Annual cash generation
Does profit turn into cash? Compare PHR’s accounting profit with operating cash flow and capital spending. Amounts are in USD.
Fiscal year ending
- Net income
- $2.3M
- Operating cash flow
- $78.8M
- Capital spending
- $11.1M
- Free cash flow
- $67.7M
Fiscal year ending
- Net income
- -$58.5M
- Operating cash flow
- $32.4M
- Capital spending
- $24.1M
- Free cash flow
- $8.3M
Fiscal year ending
- Net income
- -$136.9M
- Operating cash flow
- -$32.4M
- Capital spending
- $25.1M
- Free cash flow
- -$57.5M
Earlier cash-flow years
Fiscal year ending
- Net income
- -$176.1M
- Operating cash flow
- -$90.1M
- Capital spending
- $26.2M
- Free cash flow
- -$116.3M
Fiscal year ending
- Net income
- -$118.2M
- Operating cash flow
- -$74.7M
- Capital spending
- $30.8M
- Free cash flow
- -$105.5M
Fiscal year ending
- Net income
- -$27.3M
- Operating cash flow
- $2.9M
- Capital spending
- $18.6M
- Free cash flow
- -$15.7M
Link an account to see your stake, watchlist and past holdings. Compare cash generation and investment needs with your thesis. Working capital and non-cash charges can separate profit from cash. Capital spending can reduce free cash flow while earnings rise. For a long or short position, that gap alone does not predict a price move.
Cash-flow source and meaning
Source: Annual financial statements, latest stored vendor-normalized figures. These may include restatements and may differ from the filer’s own XBRL. A filing date is not the knowledge date of this version of the values.
Free cash flow is the vendor’s reported figure, shown only when it agrees with operating cash flow less capital spending recorded as a positive outflow. It is not cash guaranteed for dividends or buybacks, and it does not subtract every financing obligation. Missing or sign-incompatible inputs are not filled in. An unlabelled currency is used only for a confirmed domestic USD filer. These are annual statements, not forecasts or an originally-filed history.
Cash allocation: dividends, shares and debt
Where did PHR’s financing cash go? Compare cash paid as dividends with net share and debt transactions across fiscal years. Amounts are in USD, the reporting currency. These are company-wide totals, not per-share payouts.
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- $1.5M
- Net borrowing / repayment
- $83.2M
- Total financing cash flow
- $72.9M
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- $1.0M
- Net borrowing / repayment
- -$7.8M
- Total financing cash flow
- -$11.5M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $12.2M
- Net share issuance / purchases
- -$12.2M
- Net borrowing / repayment
- -$6.8M
- Total financing cash flow
- -$17.1M
Fiscal year ended
Vendor filing date:
- Net share issuance / purchases
- -$19.4M
- Net borrowing / repayment
- -$613.0K
- Total financing cash flow
- -$20.8M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $0.0
- Net share issuance / purchases
- -$9.0M
- Net borrowing / repayment
- -$5.3M
- Total financing cash flow
- $235.0M
Fiscal year ended
Vendor filing date:
- Cash dividends paid
- $5.0M
- Net share issuance / purchases
- -$5.0M
- Net borrowing / repayment
- -$23.0M
- Total financing cash flow
- $150.7M
Link an account to see your stake, watchlist and past holdings. Compare these uses of cash with operating cash generation and the debt on the balance sheet. A negative net share movement means purchases exceeded issuance; it does not give gross buybacks. A dividend or share purchase can be financed with borrowing, and none of these flows guarantees a future payment or price return.
Allocation source and sign conventions
Source: Annual cash-flow statements, latest stored vendor-normalized values for the same security and fiscal year. These can include restatements; a filing date is not the knowledge date of this version.
Dividends are positive cash paid out. For net share transactions, net borrowing and total financing, positive means cash in and negative means cash out. Net share transactions combine issuance and purchases; they are not gross repurchases, a change in shares outstanding, or stock compensation. Total financing includes other flows and is not the sum of just these three lines. Zero means a reported zero. No FX conversion, shareholder-return total or forecast is inferred.
Short-interest history
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement records · 137 observations
Settlement Oct 30, 2026
3,021,990 shares short
-57,327 shares (-1.9%) vs Oct 15, 2026
6.1% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
3,079,317 shares short
+63,997 shares (+2.1%) vs Sep 30, 2026
6.3% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
3,015,320 shares short
-98,836 shares (-3.2%) vs Sep 15, 2026
6.1% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
3,114,156 shares short
+187,885 shares (+6.4%) vs Aug 31, 2026
6.4% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
2,926,271 shares short
+220,346 shares (+8.1%) vs Aug 14, 2026
6% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
2,705,925 shares short
-202,864 shares (-7%) vs Jul 31, 2026
5.5% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
2,908,789 shares short
-611,244 shares (-17.4%) vs Jul 15, 2026
5.9% of the stored float. Published Aug 11, 2026.
Settlement Jul 15, 2026
3,520,033 shares short
+50,191 shares (+1.4%) vs Jun 30, 2026
7.2% of the stored float. Published Jul 24, 2026.
Settlement Jun 30, 2026
3,469,842 shares short
-15,142 shares (-0.4%) vs Jun 15, 2026
7.1% of the stored float. Published Jul 10, 2026.
Settlement Jun 15, 2026
3,484,984 shares short
+130,229 shares (+3.9%) vs May 29, 2026
7.1% of the stored float. Published Jun 25, 2026.
Settlement May 29, 2026
3,354,755 shares short
-79,473 shares (-2.3%) vs May 15, 2026
6.8% of the stored float. Published Jun 9, 2026.
Settlement May 15, 2026
3,434,228 shares short
-367,762 shares (-9.7%) vs Apr 30, 2026
7% of the stored float. Published May 27, 2026.
Settlement Apr 30, 2026
3,801,990 shares short
+187,229 shares (+5.2%) vs Apr 15, 2026
7.8% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
3,614,761 shares short
-291,345 shares (-7.5%) vs Mar 31, 2026
7.4% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
3,906,106 shares short
-498,561 shares (-11.3%) vs Mar 13, 2026
8% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
4,404,667 shares short
+765,646 shares (+21%) vs Feb 27, 2026
9% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
3,639,021 shares short
+178,795 shares (+5.2%) vs Feb 13, 2026
7.4% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
3,460,226 shares short
+230,677 shares (+7.1%) vs Jan 30, 2026
7.1% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
3,229,549 shares short
+135,243 shares (+4.4%) vs Jan 15, 2026
6.6% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
3,094,306 shares short
+318,037 shares (+11.5%) vs Dec 31, 2025
6.3% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
2,776,269 shares short
+348,403 shares (+14.4%) vs Dec 15, 2025
5.7% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
2,427,866 shares short
-1,052,078 shares (-30.2%) vs Nov 28, 2025
5% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
3,479,944 shares short
+41,506 shares (+1.2%) vs Nov 14, 2025
7.1% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
3,438,438 shares short
-133,184 shares (-3.7%) vs Oct 31, 2025
7% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
3,571,622 shares short
-179,405 shares (-4.8%) vs Oct 15, 2025
7.3% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
3,751,027 shares short
+79,824 shares (+2.2%) vs Sep 30, 2025
7.7% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
3,671,203 shares short
+284,362 shares (+8.4%) vs Sep 15, 2025
7.5% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
3,386,841 shares short
+443,182 shares (+15.1%) vs Aug 29, 2025
6.9% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
2,943,659 shares short
+5,859 shares (+0.2%) vs Aug 15, 2025
6% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
2,937,800 shares short
+33,300 shares (+1.1%) vs Jul 31, 2025
6% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
2,904,500 shares short
-328,987 shares (-10.2%) vs Jul 15, 2025
5.9% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
3,233,487 shares short
-336,915 shares (-9.4%) vs Jun 30, 2025
6.6% of the stored float. Published Jul 24, 2025.
Settlement Jun 30, 2025
3,570,402 shares short
+272,161 shares (+8.3%) vs Jun 13, 2025
7.3% of the stored float. Published Jul 10, 2025.
Settlement Jun 13, 2025
3,298,241 shares short
+303,994 shares (+10.2%) vs May 30, 2025
6.7% of the stored float. Published Jun 25, 2025.
Settlement May 30, 2025
2,994,247 shares short
+14,619 shares (+0.5%) vs May 15, 2025
6.1% of the stored float. Published Jun 10, 2025.
Settlement May 15, 2025
2,979,628 shares short
+639,988 shares (+27.4%) vs Apr 30, 2025
6.1% of the stored float. Published May 27, 2025.
Settlement Apr 30, 2025
2,339,640 shares short
-70,523 shares (-2.9%) vs Apr 15, 2025
4.8% of the stored float. Published May 9, 2025.
Settlement Apr 15, 2025
2,410,163 shares short
+405,565 shares (+20.2%) vs Mar 31, 2025
4.9% of the stored float. Published Apr 25, 2025.
Settlement Mar 31, 2025
2,004,598 shares short
+142,193 shares (+7.6%) vs Mar 14, 2025
4.1% of the stored float. Published Apr 9, 2025.
Settlement Mar 14, 2025
1,862,405 shares short
-200,659 shares (-9.7%) vs Feb 28, 2025
3.8% of the stored float. Published Mar 25, 2025.
Settlement Feb 28, 2025
2,063,064 shares short
-436,206 shares (-17.5%) vs Feb 14, 2025
4.2% of the stored float. Published Mar 11, 2025.
Settlement Feb 14, 2025
2,499,270 shares short
-4,603 shares (-0.2%) vs Jan 31, 2025
5.1% of the stored float. Published Feb 26, 2025.
Settlement Jan 31, 2025
2,503,873 shares short
-306,606 shares (-10.9%) vs Jan 15, 2025
5.1% of the stored float. Published Feb 11, 2025.
Settlement Jan 15, 2025
2,810,479 shares short
-14,486 shares (-0.5%) vs Dec 31, 2024
5.7% of the stored float. Published Jan 27, 2025.
Settlement Dec 31, 2024
2,824,965 shares short
+91,239 shares (+3.3%) vs Dec 13, 2024
5.8% of the stored float. Published Jan 10, 2025.
Settlement Dec 13, 2024
2,733,726 shares short
-465,602 shares (-14.6%) vs Nov 29, 2024
5.6% of the stored float. Published Dec 24, 2024.
Settlement Nov 29, 2024
3,199,328 shares short
+269,188 shares (+9.2%) vs Nov 15, 2024
6.5% of the stored float. Published Dec 10, 2024.
Settlement Nov 15, 2024
2,930,140 shares short
-12,568 shares (-0.4%) vs Oct 31, 2024
6% of the stored float. Published Nov 26, 2024.
Settlement Oct 31, 2024
2,942,708 shares short
+310,861 shares (+11.8%) vs Oct 15, 2024
6% of the stored float. Published Nov 11, 2024.
Settlement Oct 15, 2024
2,631,847 shares short
-103,875 shares (-3.8%) vs Sep 30, 2024
5.4% of the stored float. Published Oct 24, 2024.
Settlement Sep 30, 2024
2,735,722 shares short
+29,230 shares (+1.1%) vs Sep 13, 2024
5.6% of the stored float. Published Oct 9, 2024.
Settlement Sep 13, 2024
2,706,492 shares short
+46,619 shares (+1.8%) vs Aug 30, 2024
5.5% of the stored float. Published Sep 24, 2024.
Settlement Aug 30, 2024
2,659,873 shares short
-74,679 shares (-2.7%) vs Aug 15, 2024
5.4% of the stored float. Published Sep 11, 2024.
Settlement Aug 15, 2024
2,734,552 shares short
-11,688 shares (-0.4%) vs Jul 31, 2024
5.6% of the stored float. Published Aug 26, 2024.
Settlement Jul 31, 2024
2,746,240 shares short
-112,741 shares (-3.9%) vs Jul 15, 2024
5.6% of the stored float. Published Aug 9, 2024.
Settlement Jul 15, 2024
2,858,981 shares short
+32,764 shares (+1.2%) vs Jun 28, 2024
5.8% of the stored float. Published Jul 24, 2024.
Settlement Jun 28, 2024
2,826,217 shares short
+248,336 shares (+9.6%) vs Jun 14, 2024
5.8% of the stored float. Published Jul 10, 2024.
Settlement Jun 14, 2024
2,577,881 shares short
+72,547 shares (+2.9%) vs May 31, 2024
5.3% of the stored float. Published Jun 26, 2024.
Settlement May 31, 2024
2,505,334 shares short
-270,418 shares (-9.7%) vs May 15, 2024
5.1% of the stored float. Published Jun 11, 2024.
Settlement May 15, 2024
2,775,752 shares short
+76,732 shares (+2.8%) vs Apr 30, 2024
5.7% of the stored float. Published May 24, 2024.
Settlement Apr 30, 2024
2,699,020 shares short
+388,967 shares (+16.8%) vs Apr 15, 2024
5.5% of the stored float. Published May 9, 2024.
Settlement Apr 15, 2024
2,310,053 shares short
+145,516 shares (+6.7%) vs Mar 28, 2024
4.7% of the stored float. Published Apr 24, 2024.
Settlement Mar 28, 2024
2,164,537 shares short
-77,302 shares (-3.4%) vs Mar 15, 2024
4.4% of the stored float. Published Apr 9, 2024.
Settlement Mar 15, 2024
2,241,839 shares short
+180,748 shares (+8.8%) vs Feb 29, 2024
4.6% of the stored float. Published Mar 26, 2024.
Settlement Feb 29, 2024
2,061,091 shares short
-233,772 shares (-10.2%) vs Feb 15, 2024
4.2% of the stored float. Published Mar 11, 2024.
Settlement Feb 15, 2024
2,294,863 shares short
+145,033 shares (+6.7%) vs Jan 31, 2024
4.7% of the stored float. Published Feb 27, 2024.
Settlement Jan 31, 2024
2,149,830 shares short
+367,227 shares (+20.6%) vs Jan 12, 2024
4.4% of the stored float. Published Feb 9, 2024.
Settlement Jan 12, 2024
1,782,603 shares short
+109,919 shares (+6.6%) vs Dec 29, 2023
3.6% of the stored float. Published Jan 24, 2024.
Settlement Dec 29, 2023
1,672,684 shares short
-70,809 shares (-4.1%) vs Dec 15, 2023
3.4% of the stored float. Published Jan 10, 2024.
Settlement Dec 15, 2023
1,743,493 shares short
-255,697 shares (-12.8%) vs Nov 30, 2023
3.6% of the stored float. Published Dec 26, 2023.
Settlement Nov 30, 2023
1,999,190 shares short
-51,458 shares (-2.5%) vs Nov 15, 2023
4.1% of the stored float. Published Dec 11, 2023.
Settlement Nov 15, 2023
2,050,648 shares short
-310,671 shares (-13.2%) vs Oct 31, 2023
4.2% of the stored float. Published Nov 24, 2023.
Settlement Oct 31, 2023
2,361,319 shares short
+327,997 shares (+16.1%) vs Oct 13, 2023
4.8% of the stored float. Published Nov 9, 2023.
Settlement Oct 13, 2023
2,033,322 shares short
-226,474 shares (-10%) vs Sep 29, 2023
4.1% of the stored float. Published Oct 24, 2023.
Settlement Sep 29, 2023
2,259,796 shares short
+528,236 shares (+30.5%) vs Sep 15, 2023
4.6% of the stored float. Published Oct 10, 2023.
Settlement Sep 15, 2023
1,731,560 shares short
-305,190 shares (-15%) vs Aug 31, 2023
3.5% of the stored float. Published Sep 26, 2023.
Settlement Aug 31, 2023
2,036,750 shares short
-70,694 shares (-3.4%) vs Aug 15, 2023
4.2% of the stored float. Published Sep 11, 2023.
Settlement Aug 15, 2023
2,107,444 shares short
+69,329 shares (+3.4%) vs Jul 31, 2023
4.3% of the stored float. Published Aug 24, 2023.
Settlement Jul 31, 2023
2,038,115 shares short
-344,887 shares (-14.5%) vs Jul 14, 2023
4.2% of the stored float. Published Aug 9, 2023.
Settlement Jul 14, 2023
2,383,002 shares short
-175,890 shares (-6.9%) vs Jun 30, 2023
4.9% of the stored float. Published Jul 25, 2023.
Settlement Jun 30, 2023
2,558,892 shares short
-182,894 shares (-6.7%) vs Jun 15, 2023
5.2% of the stored float. Published Jul 11, 2023.
Settlement Jun 15, 2023
2,741,786 shares short
-128,318 shares (-4.5%) vs May 31, 2023
5.6% of the stored float. Published Jun 26, 2023.
Settlement May 31, 2023
2,870,104 shares short
-32,767 shares (-1.1%) vs May 15, 2023
5.9% of the stored float. Published Jun 9, 2023.
Settlement May 15, 2023
2,902,871 shares short
-51,225 shares (-1.7%) vs Apr 28, 2023
5.9% of the stored float. Published May 24, 2023.
Settlement Apr 28, 2023
2,954,096 shares short
+309,766 shares (+11.7%) vs Apr 14, 2023
6% of the stored float. Published May 9, 2023.
Settlement Apr 14, 2023
2,644,330 shares short
+237,939 shares (+9.9%) vs Mar 31, 2023
5.4% of the stored float. Published Apr 25, 2023.
Settlement Mar 31, 2023
2,406,391 shares short
-279,080 shares (-10.4%) vs Mar 15, 2023
4.9% of the stored float. Published Apr 11, 2023.
Settlement Mar 15, 2023
2,685,471 shares short
+387,103 shares (+16.8%) vs Feb 28, 2023
5.5% of the stored float. Published Mar 24, 2023.
Settlement Feb 28, 2023
2,298,368 shares short
+375,980 shares (+19.6%) vs Feb 15, 2023
4.7% of the stored float. Published Mar 9, 2023.
Settlement Feb 15, 2023
1,922,388 shares short
+607,727 shares (+46.2%) vs Jan 31, 2023
3.9% of the stored float. Published Feb 24, 2023.
Settlement Jan 31, 2023
1,314,661 shares short
-162,377 shares (-11%) vs Jan 13, 2023
2.7% of the stored float. Published Feb 9, 2023.
Settlement Jan 13, 2023
1,477,038 shares short
-21,924 shares (-1.5%) vs Dec 30, 2022
3% of the stored float. Published Jan 24, 2023.
Settlement Dec 30, 2022
1,498,962 shares short
-115,508 shares (-7.2%) vs Dec 15, 2022
3.1% of the stored float. Published Jan 10, 2023.
Settlement Dec 15, 2022
1,614,470 shares short
-185,571 shares (-10.3%) vs Nov 30, 2022
3.3% of the stored float. Published Dec 26, 2022.
Settlement Nov 30, 2022
1,800,041 shares short
-99,529 shares (-5.2%) vs Nov 15, 2022
3.7% of the stored float. Published Dec 9, 2022.
Settlement Nov 15, 2022
1,899,570 shares short
-255,091 shares (-11.8%) vs Oct 31, 2022
3.9% of the stored float. Published Nov 24, 2022.
Settlement Oct 31, 2022
2,154,661 shares short
-86,693 shares (-3.9%) vs Oct 14, 2022
4.4% of the stored float. Published Nov 9, 2022.
Settlement Oct 14, 2022
2,241,354 shares short
+78,729 shares (+3.6%) vs Sep 30, 2022
4.6% of the stored float. Published Oct 25, 2022.
Settlement Sep 30, 2022
2,162,625 shares short
-28,448 shares (-1.3%) vs Sep 15, 2022
4.4% of the stored float. Published Oct 11, 2022.
Settlement Sep 15, 2022
2,191,073 shares short
-178,042 shares (-7.5%) vs Aug 31, 2022
4.5% of the stored float. Published Sep 26, 2022.
Settlement Aug 31, 2022
2,369,115 shares short
-219,402 shares (-8.5%) vs Aug 15, 2022
4.8% of the stored float. Published Sep 9, 2022.
Settlement Aug 15, 2022
2,588,517 shares short
+1,065 shares (0%) vs Jul 29, 2022
5.3% of the stored float. Published Aug 24, 2022.
Settlement Jul 29, 2022
2,587,452 shares short
+224,789 shares (+9.5%) vs Jul 15, 2022
5.3% of the stored float. Published Aug 9, 2022.
Settlement Jul 15, 2022
2,362,663 shares short
+150,479 shares (+6.8%) vs Jun 30, 2022
4.8% of the stored float. Published Jul 26, 2022.
Settlement Jun 30, 2022
2,212,184 shares short
-7,812 shares (-0.4%) vs Jun 15, 2022
4.5% of the stored float. Published Jul 11, 2022.
Settlement Jun 15, 2022
2,219,996 shares short
-399,597 shares (-15.3%) vs May 31, 2022
4.5% of the stored float. Published Jun 24, 2022.
Settlement May 31, 2022
2,619,593 shares short
-35,534 shares (-1.3%) vs May 13, 2022
5.3% of the stored float. Published Jun 9, 2022.
Settlement May 13, 2022
2,655,127 shares short
-75,288 shares (-2.8%) vs Apr 29, 2022
5.4% of the stored float. Published May 24, 2022.
Settlement Apr 29, 2022
2,730,415 shares short
+987,746 shares (+56.7%) vs Mar 31, 2022
5.6% of the stored float. Published May 10, 2022.
Settlement Mar 31, 2022
1,742,669 shares short
+80,762 shares (+4.9%) vs Mar 15, 2022
3.6% of the stored float. Published Apr 11, 2022.
Settlement Mar 15, 2022
1,661,907 shares short
+38,896 shares (+2.4%) vs Feb 28, 2022
3.4% of the stored float. Published Mar 24, 2022.
Settlement Feb 28, 2022
1,623,011 shares short
+56,231 shares (+3.6%) vs Feb 15, 2022
3.3% of the stored float. Published Mar 9, 2022.
Settlement Feb 15, 2022
1,566,780 shares short
+31,468 shares (+2%) vs Jan 31, 2022
3.2% of the stored float. Published Feb 24, 2022.
Settlement Jan 31, 2022
1,535,312 shares short
-33,989 shares (-2.2%) vs Jan 14, 2022
3.1% of the stored float. Published Feb 9, 2022.
Settlement Jan 14, 2022
1,569,301 shares short
+67,668 shares (+4.5%) vs Dec 31, 2021
3.2% of the stored float. Published Jan 25, 2022.
Settlement Dec 31, 2021
1,501,633 shares short
+54,382 shares (+3.8%) vs Dec 15, 2021
3.1% of the stored float. Published Jan 11, 2022.
Settlement Dec 15, 2021
1,447,251 shares short
-134,180 shares (-8.5%) vs Nov 30, 2021
3% of the stored float. Published Dec 24, 2021.
Settlement Nov 30, 2021
1,581,431 shares short
+76,347 shares (+5.1%) vs Nov 15, 2021
3.2% of the stored float. Published Dec 9, 2021.
Settlement Nov 15, 2021
1,505,084 shares short
-80,481 shares (-5.1%) vs Oct 29, 2021
3.1% of the stored float. Published Nov 24, 2021.
Settlement Oct 29, 2021
1,585,565 shares short
+21,657 shares (+1.4%) vs Oct 15, 2021
3.2% of the stored float. Published Nov 9, 2021.
Settlement Oct 15, 2021
1,563,908 shares short
-264,234 shares (-14.5%) vs Sep 30, 2021
3.2% of the stored float. Published Oct 26, 2021.
Settlement Sep 30, 2021
1,828,142 shares short
+200,784 shares (+12.3%) vs Sep 15, 2021
3.7% of the stored float. Published Oct 11, 2021.
Settlement Sep 15, 2021
1,627,358 shares short
+59,287 shares (+3.8%) vs Aug 31, 2021
3.3% of the stored float. Published Sep 24, 2021.
Settlement Aug 31, 2021
1,568,071 shares short
-211,841 shares (-11.9%) vs Aug 13, 2021
3.2% of the stored float. Published Sep 9, 2021.
Settlement Aug 13, 2021
1,779,912 shares short
-165,798 shares (-8.5%) vs Jul 30, 2021
3.6% of the stored float. Published Aug 24, 2021.
Settlement Jul 30, 2021
1,945,710 shares short
-94,903 shares (-4.7%) vs Jul 15, 2021
4% of the stored float. Published Aug 10, 2021.
Settlement Jul 15, 2021
2,040,613 shares short
+58,076 shares (+2.9%) vs Jun 30, 2021
4.2% of the stored float. Published Jul 26, 2021.
Settlement Jun 30, 2021
1,982,537 shares short
+48,995 shares (+2.5%) vs Jun 15, 2021
4% of the stored float. Published Jul 9, 2021.
Settlement Jun 15, 2021
1,933,542 shares short
+75,182 shares (+4%) vs May 14, 2021
3.9% of the stored float. Published Jun 24, 2021.
Settlement May 14, 2021
1,858,360 shares short
+268,607 shares (+16.9%) vs Apr 30, 2021
3.8% of the stored float. Published May 25, 2021.
Settlement Apr 30, 2021
1,589,753 shares short
-73,657 shares (-4.4%) vs Apr 15, 2021
3.2% of the stored float. Published May 11, 2021.
Settlement Apr 15, 2021
1,663,410 shares short
+209,865 shares (+14.4%) vs Mar 31, 2021
3.4% of the stored float. Published Apr 26, 2021.
Settlement Mar 31, 2021
1,453,545 shares short
+177,594 shares (+13.9%) vs Mar 15, 2021
3% of the stored float. Published Apr 9, 2021.
Settlement Mar 15, 2021
1,275,951 shares short
-29,749 shares (-2.3%) vs Feb 26, 2021
2.6% of the stored float. Published Mar 24, 2021.
Settlement Feb 26, 2021
1,305,700 shares short
-428,924 shares (-24.7%) vs Jan 29, 2021
2.7% of the stored float. Published Mar 9, 2021.
Settlement Jan 29, 2021
1,734,624 shares short
-153,714 shares (-8.1%) vs Jan 15, 2021
3.5% of the stored float. Published Feb 9, 2021.
Settlement Jan 15, 2021
1,888,338 shares short
3.9% of the stored float. Published Jan 26, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Portfolio context
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We’ll show you if PHR is in your portfolio and how much it contributes.
Sign inMarket context
Smart money context
Holder IQ: MEDIUM
20 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Sep 22, 2026
Smart-money 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: neutral
Last trade: buy 18 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 12
Largest 13-F holders · Q2 2026
226 filers reported a long position in PHR for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
54.8%
of the 58.2M shares 13-F filers reported
Moves vs Q1 2026
7 added2 trimmed
1 new
Net shares held
+12.6%
across the 9 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | Pale Fire Capital SE | $91.8M · 8.9M shares | 8.9M | +3.2% |
| 2 | BlackRock, Inc. | $72.2M · 7M shares | 7M | +18.6% |
| 3 | AQR Capital Management LLC | $32.4M · 3.2M shares | 3.2M | +70.1% |
| 4 | Vanguard Portfolio Management LLC | $30.7M · 3M shares | 3M | -10.4% |
| 5 | Vanguard Capital Management LLC | $26.2M · 2.5M shares | 2.5M | +2.8% |
| 6 | Acadian Asset Management LLC | $16.5M · 1.6M shares | 1.6M | +56.1% |
| 7 | State Street Corp | $16.2M · 1.6M shares | 1.6M | +7% |
| 8 | Goldman Sachs Group Inc | $14.8M · 1.4M shares | 1.4M | +39.2% |
| 9 | Geode Capital Management, LLC | $13.5M · 1.3M shares | 1.3M | -4.4% |
| 10 | T. Rowe Price Investment Management, Inc. | $13.3M · 1.3M shares | 1.3M | New |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of PHR file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Oct 27, 2026 | BlackRock Portfolio Management LLC13G · passive | 5.1% |
| Aug 12, 2026 | AQR Capital Management LLC13G · passive | 5.1% |
| Apr 29, 2026 | Vanguard Portfolio Management LLC13G · passive | 5.77% |
| Apr 2, 2026 | Pale Fire Capital SE13D · activist · amended | 14.7% |
| Mar 26, 2026 | Vanguard Group Inc13G · passive · amended | 0%under 5% |
Moves the factor model did not explain
How much of PHR’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
- Market
- -0.74%
- Style leanings
- +3.61%
- Unexplained residual
- +11.44%
- Stock move
- +14.31%
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-15–2026-11-12, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Dated model observations (20)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-13T15:27:53.249Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| -0.91% | -1.05% | -1.29% | +1.44% | |
| +3.11% | +0.36% | +0.07% | +2.68% | |
| +6.83% | +0.43% | +0.66% | +5.73% | |
| +1.74% | +0.49% | -0.64% | +1.90% | |
| +3.75% | -1.09% | +3.49% | +1.36% | |
| -0.16% | -0.46% | +0.65% | -0.35% | |
| -0.71% | +0.50% | -1.43% | +0.22% | |
| -2.54% | +0.68% | -1.78% | -1.44% | |
| +0.65% | +0.37% | -0.80% | +1.09% | |
| +1.29% | -0.46% | +2.64% | -0.89% | |
| -0.72% | -1.77% | +1.27% | -0.21% | |
| 0.00% | -0.24% | +1.49% | -1.25% | |
| -1.69% | +0.35% | -0.69% | -1.34% | |
| +7.77% | +1.75% | +1.49% | +4.53% | |
| -3.57% | -3.95% | +3.17% | -2.78% | |
| -0.71% | +0.71% | -0.69% | -0.73% | |
| +2.22% | +2.42% | +0.57% | -0.77% | |
| +1.78% | -0.29% | -0.95% | +3.03% | |
| -2.44% | +1.19% | -2.06% | -1.57% | |
| -1.48% | -0.45% | -1.90% | +0.87% |
How this split is calculated
Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
What insiders reported owning
Reading dated filing evidence…
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