Cross-institution positioning
May 15, 2026Reduction leaning. 1 reducing, 1 exited across 2 comparable institutions.
Source: Schedule 13 research
STOCKNODE Outlook
Neutral
47/100
3 tracked · 2 comparable
Latest filing
May 15, 2026
Positive breadth
1 positive · 2 negative
Recent close
$9.56
Research confidence
Medium
Institutional Research 21/100 · 0 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing May 15, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating0
Newly reported1
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 47/100
Confidence:Medium
Why this signal
- 0 tracked institutions accumulating versus 2 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Recent insider purchase activity confirms the institutional direction.
- Comparable SEC fundamentals are improving.
Conflicting evidence
- Institutions are reducing while recent insider P/S activity leans bullish.
- Institutions are reducing while comparable SEC fundamentals are improving.
Institutional
36/100
Insiders
63/100
Fundamentals
68/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 18, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 2 purchases by 2 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 24, 20262 non-amendment material events in the last 90 days; 1 capital-related filing/event (1 equity-related, 0 debt-related); Latest classified evidence: Material modification of security-holder rights. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 3, 2026Revenue +12.8% YoY; Net income +98.1% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 25% through its reported 52-week range; -42.6% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from T. Rowe Price Investment Management.
Filed May 15, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
May 15, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Jan 21, 2026
Direction locked
T. Rowe Price Investment Management
Filed May 15, 2026
Direction locked
Vanguard Group
Filed Jan 30, 2025
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Jan 21, 2026
T. Rowe Price Investment Management
Filed May 15, 2026
Vanguard Group
Filed Jan 30, 2025
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth2Multi-insider
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 18, 2026 | McCormick Andrew J. | FTax/price withholding or payment | Class A Common Stock | 756 | $9.36 | Direct | Sep 22, 2026 |
| Aug 19, 2026 | Dickson Kathryn P | POpen-market or private purchase | Class A Common Stock | 50.0K | $0.85 | Direct | Aug 19, 2026 |
| Aug 17, 2026 | Kadenacy Stephen M | SOpen-market or private sale | Class A Common Stock | 105.0K | $0.82 | Indirect | Aug 18, 2026 |
| Aug 14, 2026 | Mondzelewski Christopher | FTax/price withholding or payment | Class A Common Stock | 8.7K | $0.85 | Direct | Aug 18, 2026 |
| Aug 14, 2026 | Amigh Matthew L | POpen-market or private purchase | Class A Common Stock | 10.0K | $0.85 | Direct | Aug 17, 2026 |
| Jul 7, 2026 | Amigh Matthew L | FTax/price withholding or payment | Class A Common Stock | 13.7K | $1.18 | Direct | Jul 9, 2026 |
| Jun 1, 2026 | Hafer Evan, EKNRH Holdings LLC | CConversion of derivative · derivative | Common Units | 2.0M | $0.00 | Indirect | Jun 3, 2026 |
| Jun 1, 2026 | Hafer Evan, EKNRH Holdings LLC | SOpen-market or private sale | Class A Common Stock | 2.0M | $1.49 | Indirect | Jun 3, 2026 |
| Jun 1, 2026 | Hafer Evan, EKNRH Holdings LLC | CConversion of derivative | Class A Common Stock | 2.0M | $0.00 | Indirect | Jun 3, 2026 |
| Jun 1, 2026 | Hafer Evan, EKNRH Holdings LLC | JOther transaction | Class B Common Stock | 2.0M | $0.00 | Indirect | Jun 3, 2026 |
| Jun 1, 2026 | Dickson Kathryn P | AGrant, award, or other acquisition | Class A Common Stock | 80.6K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Hutmacher Clayton M | AGrant, award, or other acquisition | Class A Common Stock | 80.6K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Kadenacy Stephen M | AGrant, award, or other acquisition | Class A Common Stock | 80.6K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Landis Melvin F III | AGrant, award, or other acquisition | Class A Common Stock | 80.6K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Molloy Lawrence | AGrant, award, or other acquisition | Class A Common Stock | 80.6K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Welling Glenn W., Engaged Capital LLC, Engaged Capital Holdings, LLC, Engaged Capital Flagship Master Fund, LP | AGrant, award, or other acquisition | Class A Common Stock | 80.6K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | MORIARTY SEAN P | AGrant, award, or other acquisition | Class A Common Stock | 80.6K | $0.00 | Direct | Jun 3, 2026 |
| Jun 1, 2026 | Taslitz Steven | AGrant, award, or other acquisition | Class A Common Stock | 80.6K | $0.00 | Direct | Jun 3, 2026 |
| May 5, 2026 | Mondzelewski Christopher | FTax/price withholding or payment | Class A Common Stock | 6.5K | $1.35 | Direct | May 6, 2026 |
| Apr 21, 2026 | McCormick Andrew J. | FTax/price withholding or payment | Class A Common Stock | 2.2K | $0.98 | Direct | Apr 22, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related1
90-day equity-related1
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 24, 2026 | 8-K | 3.03, 5.03, 9.01 | Material modification of security-holder rights; Charter or bylaw change; Financial statements / exhibits | Equity | Filing |
| Aug 3, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jun 2, 2026 | 8-K | 5.07, 7.01, 9.01 | Shareholder vote results; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 4, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Mar 25, 2026 | S-3 | — | Shelf securities registration | Capital-related | Filing |
| Mar 23, 2026 | 8-K | 7.01 | Regulation FD disclosure | — | Filing |
| Mar 2, 2026 | 8-K | 9.01 | Financial statements / exhibits | — | Filing |
| Feb 23, 2026 | 8-K/AAmendment | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Feb 23, 2026 | 8-K/AAmendment | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Feb 13, 2026 | 8-K | 3.01, 7.01, 9.01 | Listing or continued-listing notice; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jan 13, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Nov 13, 2025 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$107.0M
Q2 2026
+12.8% YoY 10-Q filed Aug 3, 2026
Operating income
$1.1M
Q2 2026
+108.7% YoY 10-Q filed Aug 3, 2026
Operating margin
1.0%
Q2 2026
+14.3 pts YoY 10-Q filed Aug 3, 2026
Net income
$-103.0K
Q2 2026
+98.1% YoY 10-Q filed Aug 3, 2026
Diluted EPS
$0.00
Q2 2026
+100.0% YoY 10-Q filed Aug 3, 2026
Operating cash flow
$12.6M
YTD through Jun 30, 2026
+269.3% YoY 10-Q filed Aug 3, 2026
Free cash flow
$11.5M
YTD through Jun 30, 2026
+220.1% YoY 10-Q filed Aug 3, 2026
Cash & equivalents
$12.0M
As of Jun 30, 2026
+179.5% YoY 10-Q filed Aug 3, 2026
Long-term debt
$31.6M
As of Jun 30, 2026
-56.5% YoY 10-Q filed Aug 3, 2026
Assets
$206.0M
As of Jun 30, 2026
-8.6% YoY 10-Q filed Aug 3, 2026
Liabilities
$132.6M
As of Jun 30, 2026
-30.1% YoY 10-Q filed Aug 3, 2026
Stockholders’ equity
$48.3M
As of Jun 30, 2026
+378.4% YoY 10-Q filed Aug 3, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $107.0M | +12.8% |
| Ended Mar 31, 2026 | $109.2M | +21.4% |
| Ended Sep 30, 2025 | $100.7M | +2.6% |
| Ended Jun 30, 2025 | $94.8M | +6.5% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $398.3M | +1.7% |
| Ended Dec 31, 2024 | $391.5M | -1.0% |
| Ended Dec 31, 2023 | $395.6M | +31.3% |
| Ended Dec 31, 2022 | $301.3M | +29.3% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$9.13
View live quote ↗
52-week low
$6.00
Mar 3, 2026
52-week high
$18.55
May 22, 2026
Below 52-week high
50.8%
1W return
+2.7%
1M return
+7.5%
3M return
-31.4%
6M return
+0.3%
YTD return
-17.7%
1Y return
-42.6%
30-day volatility
69.7%
90-day volatility
74.1%
1Y max drawdown
-63.7%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 9 filing(s) · 6 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management CIK0001897612 | Mar 31, 2026 observed May 15, 2026 filed · 45d Schedule 13G amendment | Reported reduction | 2.0K -7.9M | 12.00% 0.00 pts | $0.78 | $1.60 | $9.56 |
| BlackRock CIK0002012383 | Dec 31, 2025 observed Jan 21, 2026 filed · 21d Initial Schedule 13G | Initial Schedule 13G | 5.9M | 12.00% | $1.11 | $1.00 | $9.56 |
| T. Rowe Price Investment Management CIK0001897612 | Sep 30, 2025 observed Nov 14, 2025 filed · 45d Initial Schedule 13G | Initial Schedule 13G | 7.9M | 12.00% | $1.56 | $1.29 | $9.56 |
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