Cross-institution positioning
Mar 27, 2026Reduction leaning. 1 accumulating, 3 exited across 4 comparable institutions.
Source: Schedule 13 research
STOCKNODE Outlook
Neutral
38/100
4 tracked · 4 comparable
Latest filing
Mar 27, 2026
Positive breadth
1 positive · 3 negative
Recent close
$81.49
Research confidence
Limited
Institutional Research 26/100 · 1 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing Mar 27, 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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Accumulating1
Newly reported0
Reducing / exited
3
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 38/100
Confidence:Limited
Why this signal
- 1 tracked institution accumulating versus 3 reducing/exited.
- 1 tracked institution shows persistent accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
40/100
Insiders
22/100
Fundamentals
45/100
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
Oct 7, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 8 sales by 5 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 28, 20263 non-amendment material events in the last 90 days; Latest classified evidence: Results of operations / financial condition. 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
Jun 9, 2026Revenue +5.7% YoY; Net income -0.4% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 96% through its reported 52-week range; +6.9% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Vanguard Group.
Filed Mar 27, 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
Mar 27, 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 29, 2024
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
Dimensional Fund Advisors
Filed Apr 15, 2025
Direction locked
Renaissance Technologies
Filed Feb 13, 2023
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 29, 2024
Vanguard Group
Filed Mar 27, 2026
Dimensional Fund Advisors
Filed Apr 15, 2025
Renaissance Technologies
Filed Feb 13, 2023
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 sales44 reporting owner(s)
90-day purchase breadth0
90-day sale breadth5Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 7, 2026 | SILBERMAN MITCH | FTax/price withholding or payment | Class B Common Stock, par value $.01 per share | 367 | $79.48 | Direct | Oct 9, 2026 |
| Oct 7, 2026 | MASON JOYCE J | SOpen-market or private sale | Class B Common Stock, par value $.01 per share | 1.2K | $80.50 | Indirect | Oct 9, 2026 |
| Oct 1, 2026 | SILBERMAN MITCH | SOpen-market or private sale | Class B Common Stock, par value $.01 per share | 3.4K | $79.37 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | SHEA NADINE | SOpen-market or private sale | Class B Common Stock, par value $.01 per share | 400 | $78.04 | Direct | Oct 5, 2026 |
| Oct 1, 2026 | COSENTINO ERIC F. | SOpen-market or private sale | Class B Common Stock, $.01 par value per share | 500 | $78.55 | Direct | Oct 5, 2026 |
| Aug 31, 2026 | JONAS HOWARD S | GGift | Class B Common Stock, $.01 par value per share | 1.2K | $0.00 | Direct | Sep 2, 2026 |
| Jul 17, 2026 | MASON JOYCE J | SOpen-market or private sale | Class B Common Stock, par value $.01 per share | 505 | $62.58 | Indirect | Jul 21, 2026 |
| Jul 17, 2026 | MASON JOYCE J | SOpen-market or private sale | Class B Common Stock, par value $.01 per share | 3.5K | $62.56 | Direct | Jul 21, 2026 |
| Jul 16, 2026 | ASH MENACHEM | SOpen-market or private sale | Class B Common Stock, $.01 par value per share | 3.7K | $63.17 | Direct | Jul 17, 2026 |
| Jul 15, 2026 | ASH MENACHEM | SOpen-market or private sale | Class B Common Stock, $.01 par value per share | 4.4K | $63.02 | Direct | Jul 17, 2026 |
| Jun 30, 2026 | COSENTINO ERIC F. | SOpen-market or private sale | Class B Common Stock, $.01 par value per share | 500 | $57.78 | Direct | Jul 1, 2026 |
| Jun 26, 2026 | FISCHER MARCELO | SOpen-market or private sale | Class B Common Stock, $.01 par value per share | 23.3K | $56.98 | Direct | Jun 30, 2026 |
| Jun 23, 2026 | JONAS HOWARD S | GGift | Class B Common Stock, $.01 par value per share | 2.2K | $0.00 | Direct | Jun 25, 2026 |
| Jun 11, 2026 | KATSOF IRWIN | SOpen-market or private sale | Class B Common Stock, par value $.01 per share | 2.4K | $55.03 | Direct | Jun 15, 2026 |
| Jun 9, 2026 | CONKLING WILLIAM | AGrant, award, or other acquisition | Class B Common Stock, $.01 par value per share | 673 | $55.75 | Direct | Jun 11, 2026 |
| Jun 8, 2026 | SHEA NADINE | SOpen-market or private sale | Class B Common Stock, par value $.01 per share | 500 | $55.32 | Direct | Jun 10, 2026 |
| May 7, 2026 | MASON JOYCE J | GGift | Class B Common Stock, par value $.01 per share | 722 | $0.00 | Indirect | May 11, 2026 |
| May 7, 2026 | MASON JOYCE J | GGift | Class B Common Stock, par value $.01 per share | 722 | $0.00 | Indirect | May 11, 2026 |
| May 7, 2026 | MASON JOYCE J | GGift | Class B Common Stock, par value $.01 per share | 722 | $0.00 | Direct | May 11, 2026 |
| May 7, 2026 | JONAS HOWARD S | GGift | Class B Common Stock, $.01 par value per share | 7.9K | $0.00 | Direct | May 7, 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 events2
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 28, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Sep 24, 2026 | 8-K | 7.01, 8.01, 9.01 | Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Aug 18, 2026 | 8-K | 1.01, 9.01 | Material definitive agreement; Financial statements / exhibits | — | Filing |
| Jun 11, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Jun 3, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| May 29, 2026 | 8-K | 7.01, 8.01, 9.01 | Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Mar 10, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Feb 13, 2026 | S-8 POS | — | Employee-plan securities registration | Equity | Filing |
| Dec 16, 2025 | 8-K | 5.07, 9.01 | Shareholder vote results; Financial statements / exhibits | — | Filing |
| Dec 4, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Sep 29, 2025 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| Sep 29, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$320.5M
Q2 2026
+5.7% YoY 10-Q filed Mar 12, 2026
Operating income
$29.8M
Q3 2026
+12.0% YoY 10-Q filed Jun 9, 2026
Operating margin
8.5%
Q2 2026
-0.8 pts YoY 10-Q filed Mar 12, 2026
Net income
$21.6M
Q3 2026
-0.4% YoY 10-Q filed Jun 9, 2026
Diluted EPS
$0.87
Q3 2026
+1.2% YoY 10-Q filed Jun 9, 2026
Operating cash flow
$46.7M
YTD through Apr 30, 2026
-51.4% YoY 10-Q filed Jun 9, 2026
Free cash flow
$29.6M
YTD through Apr 30, 2026
-63.3% YoY 10-Q filed Jun 9, 2026
Cash & equivalents
$215.0M
As of Apr 30, 2026
+7.5% YoY 10-Q filed Jun 9, 2026
Assets
$698.0M
As of Apr 30, 2026
+16.2% YoY 10-Q filed Jun 9, 2026
Liabilities
$309.6M
As of Apr 30, 2026
+6.7% YoY 10-Q filed Jun 9, 2026
Stockholders’ equity
$357.9M
As of Apr 30, 2026
+25.1% YoY 10-Q filed Jun 9, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jan 31, 2026 | $320.5M | +5.7% |
| Ended Oct 31, 2025 | $322.8M | +4.3% |
| Ended Apr 30, 2025 | $302.0M | +0.8% |
| Ended Jan 31, 2025 | $303.3M | +2.4% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Jul 31, 2025 | $1.2B | +2.1% |
| Ended Jul 31, 2024 | $1.2B | -2.7% |
| Ended Jul 31, 2023 | $1.2B | -9.2% |
| Ended Jul 31, 2022 | $1.4B | — |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$71.02
View live quote ↗
52-week low
$45.72
Oct 13, 2025
52-week high
$72.13
Sep 15, 2026
Below 52-week high
1.5%
1W return
+3.9%
1M return
+6.7%
3M return
+34.6%
6M return
+45.7%
YTD return
+38.7%
1Y return
+6.9%
30-day volatility
16.1%
90-day volatility
25.6%
1Y max drawdown
-31.7%
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 16 filing(s) · 13 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Exit below reporting threshold | 0 -1.2M | 0.00% -5.16 pts | $48.73 | $47.42 | $81.49 |
| Dimensional Fund Advisors CIK0000354204 | Mar 31, 2025 observed Apr 15, 2025 filed · 15d Schedule 13G amendment | Exit below reporting threshold | 1.0M -193.2K | 4.30% -0.80 pts | $51.31 | $49.09 | $81.49 |
| BlackRock CIK0001364742 | Dec 31, 2023 observed Jan 29, 2024 filed · 29d Schedule 13G amendment | Reported accumulation | 1.4M +53.4K | 6.10% +0.30 pts | $34.09 | $35.18 | $81.49 |
Explore more institutional activity
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