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Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
VC/PE firms
61.34%
Public and others
27.05%
Individuals & Insiders
6.83%
Institutions
4.77%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
First Finance Ltd
61.34%
1.64M
7.56%
+437.50K
03/02/2026
Edward Bagley
Former Chairman
6.14%
164.35K
0.14%
+23.68K
03/12/2026
Shay Capital LLC
2.08%
55.60K
0.03%
+8.35K
03/31/2026
T3 Trading Group, LLC
1.12%
30.00K
--
+30.00K
03/31/2026
Albion Management Group
0.54%
14.47K
0.00%
+0
06/30/2026
Geode Capital Management, LLC
0.52%
13.83K
0.04%
+3.21K
03/31/2026
Derek Graham
President & Chief Executive Officer
0.25%
6.68K
0.23%
+6.33K
03/12/2026
Simon Brewer
CFO & Corporate Secretary
0.25%
6.67K
--
+6.67K
03/12/2026
Bridgeway Capital Management, LLC
0.20%
5.45K
0.12%
+3.57K
03/31/2026
Vanguard Capital Management, LLC
0.20%
5.26K
--
+5.26K
03/31/2026
Vanguard Fiduciary Trust Company
0.09%
2.40K
--
+0
03/31/2026
Eric Robinson
Independent Chairman of the Board
0.07%
2.01K
0.07%
+2.00K
03/12/2026
Lisa Higley
Director
0.06%
1.60K
0.02%
+667.00
03/12/2026
Bruce Whaley
Independent Director
0.05%
1.47K
0.02%
+667.00
03/12/2026
Tower Research Capital Europe Limited
0.02%
639.00
<0.01%
-76.00
03/31/2026
The Financial Consulate, Inc.
<0.01%
15.00
0.00%
+0
06/30/2026
SBI Holdings, Inc.
<0.01%
10.00
0.00%
+0
06/30/2026
DRW Holdings, LLC
0.00%
0.00
1.34%
-30.06K
03/31/2026
UBS Asset Management AG
0.00%
0.00
0.02%
-407.00
03/31/2026
Bank of America Corporation
0.00%
0.00
<0.01%
-8.00
03/31/2026