Revenue
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $114.4M | $108.3M | $96.3M | $81.2M | $57.0M | $45.7M | $28.4M | $14.1M | $9.0M | $3.8M | $722,912 | $43,874 | $33,549 | $105,122 | — |
| Gross profit | $75.3M | $73.9M | $64.4M | $54.5M | $38.4M | $27.2M | $23.8M | $12.4M | $5.6M | $2.6M | $493,405 | — | — | — | — |
| Gross margin | 65.84% | 68.28% | 66.86% | 67.14% | 67.37% | 59.54% | 83.64% | 88.39% | 61.95% | 67.06% | 68.25% | — | — | — | — |
| Operating expenses | $118.3M | $116.7M | $105.1M | $86.5M | $80.7M | $50.7M | $36.2M | $24.7M | $15.8M | $7.0M | $1.8M | $66,715 | — | $45,552 | — |
| Operating income | −$3.9M | −$8.5M | −$8.9M | −$5.2M | −$23.8M | −$5.0M | −$12.4M | −$12.3M | −$6.8M | −$3.1M | −$1.1M | −$22,841 | −$39,434 | $59,570 | — |
| Operating margin | −3.43% | −7.82% | −9.20% | −6.44% | −41.72% | −10.92% | −43.66% | −87.15% | −75.14% | −81.65% | −153.11% | −52.06% | −117.54% | 56.67% | — |
| EBITDA | $13.1M | $6.0M | $10.7M | $9.9M | −$13.6M | $2.7M | $1.2M | −$4.2M | −$3.4M | −$1.5M | −$649,075 | — | −$9,554 | $87,691 | — |
| EBITDA margin | 11.45% | 5.57% | 11.13% | 12.18% | −23.94% | 5.90% | 4.09% | −29.73% | −37.93% | −39.06% | −89.79% | — | −28.48% | 83.42% | — |
| Net income | −$12.4M | −$1.3M | −$7.0M | $10.2M | $52.7M | −$49,089 | −$1.5M | −$9.1M | −$6.5M | −$3.2M | −$1.0M | −$66,778 | −$69,558 | −$95,283 | −$67,320 |
| Net profit margin | −10.87% | −1.19% | −7.28% | 12.60% | 92.59% | −0.11% | −5.23% | −64.80% | −71.75% | −82.56% | −144.89% | −152.20% | −207.33% | −90.64% | — |
| Basic EPSper basic share | -$0.40 | -$0.04 | -$0.23 | $0.34 | $1.82 | $0.00 | -$0.07 | -$0.46 | -$0.60 | -$0.53 | -$0.71 | -$0.25 | -$0.04 | — | — |
| Diluted EPSper diluted share | -$0.40 | -$0.04 | -$0.23 | $0.34 | $1.82 | $0.00 | -$0.07 | -$0.46 | -$0.60 | -$0.53 | -$0.71 | -$0.25 | -$0.04 | — | — |
Reported shareholders
Reported holdings Number of shares
| Holder | Shares held |
|---|---|
MAGNOLIA GROUP, LLC | 5.59M |
MASSACHUSETTS INSTITUTE OF TECHNOLOGY | 2.44M |
BlackRock, Inc. | 1.79M |
Elgethun Capital Management | 1.46M |
DIMENSIONAL FUND ADVISORS LP | 1.43M |
VANGUARD CAPITAL MANAGEMENT LLC | 968.46K |
PRIVATE MANAGEMENT GROUP INC | 934.88K |
GEODE CAPITAL MANAGEMENT, LLC | 562.89K |
STATE STREET CORP | 535.03K |
Nitor Capital Management LLC | 415.95K |
FIRST MANHATTAN CO. LLC. | 394.24K |
STEVENS CAPITAL PARTNERS | 363.53K |
VANGUARD PORTFOLIO MANAGEMENT LLC | 231.33K |
GOLDMAN SACHS GROUP INC | 196.61K |
TWO SIGMA INVESTMENTS, LP | 186.89K |
NORTHERN TRUST CORP | 179.87K |
Keating Brendan Joseph | 151.89K |
VANGUARD FIDUCIARY TRUST CO | 145.47K |
George Kaiser Family Foundation | 140.93K |
Royal Jeffrey C | 131.74K |
Bars compare reported share counts. A matching total for this share class and reporting period is unavailable, so percentages are not shown.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| Jun 1, 2026Form 4 | Kenan Frank H. IIDirector | BuyClass A common stock, par value $0.001 per share · indirect | 6.0K | $12.89 | $77.8K | 316.0K |
| May 29, 2026Form 4 | Kenan Frank H. IIDirector | BuyClass A common stock, par value $0.001 per share · indirect | 10.0K | $12.93 | $129.3K | 310.0K |
| May 28, 2026Form 4 | Kenan Frank H. IIDirector | BuyClass A common stock, par value $0.001 per share · indirect | 34.7K | $13.37 | $464.2K | 300.0K |
| May 27, 2026Form 4 | Royal Jeffrey CDirector | BuyClass A common stock, par value $0.001 per share · indirect | 10.0K | $12.82 | $128.2K | 31.0K |
| May 27, 2026Form 4 | Royal Jeffrey CDirector | BuyClass A common stock, par value $0.001 per share | 10.0K | $12.72 | $127.2K | 69.6K |