Cross-institution positioning
Mar 27, 2026Reduction leaning. 1 reducing across 1 comparable institution.
Source: Schedule 13 researchRYAN Institutional Ownership
RYAN SPECIALTY HOLDINGS, INC.
Latest stored close $37.01 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
38/100
3 tracked · 1 comparable
Latest filing
Mar 27, 2026
Positive breadth
2 positive · 1 negative
Recent close
$37.01
Research confidence
Limited
Institutional Research 30/100 · 0 accumulating · 1 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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Accumulating0
Newly reported2
Reducing / exited
1
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
- 0 tracked institutions accumulating versus 1 reducing/exited.
Institutional
35/100
Insiders
40/100
Fundamentals
44/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 8, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 2 sales by 2 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 7, 20262 non-amendment material events in the last 90 days; Latest classified evidence: Material definitive agreement. 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
Jul 31, 2026Revenue +7.4% YoY; Net income -18.6% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 33% through its reported 52-week range; -24.2% 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.
T. Rowe Price Investment Management
Filed Feb 17, 2026
Direction locked
BlackRock
Filed Nov 8, 2024
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
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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.
T. Rowe Price Investment Management
Filed Feb 17, 2026
BlackRock
Filed Nov 8, 2024
Vanguard Group
Filed Mar 27, 2026
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 sales22 reporting owner(s)
90-day purchase breadth0
90-day sale breadth2Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 8, 2026 | MULSHINE BRENDAN MARTIN | SOpen-market or private sale | Class A Common Stock | 40.0K | $40.51 | Direct | Sep 9, 2026 |
| Sep 4, 2026 | MULSHINE BRENDAN MARTIN | CConversion of derivative · derivative | Common Units | 40.0K | $0.00 | Direct | Sep 9, 2026 |
| Sep 4, 2026 | MULSHINE BRENDAN MARTIN | CConversion of derivative | Class A Common Stock | 40.0K | $0.00 | Direct | Sep 9, 2026 |
| Sep 4, 2026 | MULSHINE BRENDAN MARTIN | CConversion of derivative | Class B Common Stock | 40.0K | $0.00 | Direct | Sep 9, 2026 |
| Aug 14, 2026 | CORTEZI NICHOLAS DOMINIC | JOther transaction · derivative | Common Units | 313.1K | $0.00 | Indirect | Aug 18, 2026 |
| Aug 14, 2026 | CORTEZI NICHOLAS DOMINIC | JOther transaction · derivative | Common Units | 1.8M | $0.00 | Indirect | Aug 18, 2026 |
| Aug 14, 2026 | CORTEZI NICHOLAS DOMINIC | JOther transaction | Class B Common Stock | 313.1K | $0.00 | Indirect | Aug 18, 2026 |
| Aug 14, 2026 | CORTEZI NICHOLAS DOMINIC | JOther transaction | Class B Common Stock | 1.8M | $0.00 | Indirect | Aug 18, 2026 |
| Aug 13, 2026 | Conklin Michael | SOpen-market or private sale | Class A Common Stock | 2.0K | $42.26 | Direct | Aug 14, 2026 |
| Aug 10, 2026 | Bienen Henry S | GGift | Class A Common Stock | 3.0K | $0.00 | Indirect | Aug 12, 2026 |
| Aug 4, 2026 | RYAN PATRICK G | DDisposition to issuer · derivative | Call option (obligation to sell) | 287.6K | $0.00 | Indirect | Aug 6, 2026 |
| Aug 4, 2026 | Conklin Michael | AGrant, award, or other acquisition · derivative | Executive Chairman Stock Option | 22.9K | $0.00 | Direct | Aug 6, 2026 |
| Aug 4, 2026 | Keogh Stephen Patrick | AGrant, award, or other acquisition · derivative | Executive Chairman Stock Option | 22.9K | $0.00 | Direct | Aug 6, 2026 |
| Jul 22, 2026 | Hamilton Janice M | MExercise or conversion of derivative · derivative | Restricted LLC Units | 5.8K | $0.00 | Direct | Jul 24, 2026 |
| Jul 22, 2026 | Hamilton Janice M | FTax/price withholding or payment | Class A Common Stock | 1.7K | $40.89 | Direct | Jul 24, 2026 |
| Jul 22, 2026 | Hamilton Janice M | MExercise or conversion of derivative | Class A Common Stock | 5.8K | — | Direct | Jul 24, 2026 |
| Jun 12, 2026 | Kuczinski Anthony J | POpen-market or private purchase | Class A Common Stock | 500 | $35.77 | Direct | Jun 15, 2026 |
| Jun 11, 2026 | Kuczinski Anthony J | POpen-market or private purchase | Class A Common Stock | 2.5K | $34.83 | Direct | Jun 15, 2026 |
| Jun 10, 2026 | ROGERS JOHN W JR | POpen-market or private purchase | Class A Common Stock | 7.5K | $35.16 | Direct | Jun 11, 2026 |
| Jun 5, 2026 | RYAN PATRICK G | POpen-market or private purchase | Class A Common Stock | 120.0K | $32.50 | Indirect | Jun 8, 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-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 |
|---|---|---|---|---|---|
| Aug 7, 2026 | 8-K | 1.01, 9.01 | Material definitive agreement; Financial statements / exhibits | — | Filing |
| Jul 30, 2026 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
| May 26, 2026 | 8-K | 7.01 | Regulation FD disclosure | — | Filing |
| May 1, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Apr 30, 2026 | 8-K | 1.01, 9.01 | Material definitive agreement; Financial statements / exhibits | — | Filing |
| Apr 30, 2026 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
| Feb 12, 2026 | 8-K | 2.02, 2.05, 7.01, 8.01, 9.01 | Results of operations / financial condition; Exit or disposal activities; Regulation FD disclosure; Other event; Financial statements / exhibits | — | Filing |
| Feb 12, 2026 | 8-K | 5.08, 8.01 | Shareholder director nominations; Other event | — | Filing |
| Dec 8, 2025 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Oct 30, 2025 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
| Oct 8, 2025 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; 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
$902.7M
Q2 2026
+7.4% YoY 10-Q filed Jul 31, 2026
Operating income
$180.3M
Q2 2026
-5.6% YoY 10-Q filed Jul 31, 2026
Operating margin
20.0%
Q2 2026
-2.7 pts YoY 10-Q filed Jul 31, 2026
Net income
$42.3M
Q2 2026
-18.6% YoY 10-Q filed Jul 31, 2026
Operating cash flow
$125.6M
YTD through Jun 30, 2026
-40.4% YoY 10-Q filed Jul 31, 2026
Cash & equivalents
$140.1M
As of Jun 30, 2026
-18.8% YoY 10-Q filed Jul 31, 2026
Assets
$12.0B
As of Jun 30, 2026
+12.6% YoY 10-Q filed Jul 31, 2026
Liabilities
$11.0B
As of Jun 30, 2026
+16.0% YoY 10-Q filed Jul 31, 2026
Stockholders’ equity
$509.4M
As of Jun 30, 2026
-16.5% YoY 10-Q filed Jul 31, 2026
Shares outstanding
109.9M
As of Sep 1, 2021
10-Q filed Sep 2, 2021
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $902.7M | +7.4% |
| Ended Mar 31, 2026 | $782.9M | +15.8% |
| Ended Sep 30, 2025 | $739.6M | +25.7% |
| Ended Jun 30, 2025 | $840.9M | +23.6% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $3.0B | +21.9% |
| Ended Dec 31, 2024 | $2.5B | +21.2% |
| Ended Dec 31, 2023 | $2.0B | +18.4% |
| Ended Dec 31, 2022 | $1.7B | +19.5% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$39.20
View live quote ↗
52-week low
$29.28
May 7, 2026
52-week high
$59.19
Oct 7, 2025
Below 52-week high
33.8%
1W return
-4.1%
1M return
-6.3%
3M return
+10.9%
6M return
+8.3%
YTD return
-24.1%
1Y return
-24.2%
30-day volatility
30.5%
90-day volatility
44.8%
1Y max drawdown
-49.7%
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 |
|---|---|---|---|---|---|---|---|
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Reported reduction | 11 -9.4M | 12.00% +4.06 pts | $36.18 | $31.74 | $37.01 |
| T. Rowe Price Investment Management CIK0001897612 | Dec 31, 2025 observed Feb 17, 2026 filed · 48d Initial Schedule 13G | Initial Schedule 13G | 7.6M | 12.00% | $51.63 | $39.69 | $37.01 |
| BlackRock CIK0002012383 | Sep 30, 2024 quarter end Nov 13, 2024 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 9.3M | $66.39 | $71.72 | $37.01 |
Explore more institutional activity
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