Revenue
2017
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $365.3M | $0 | $0 | $209.4M | $151.3M | $117.0M | $77.5M | $60.1M | $42.7M |
| Operating expenses | $290.9M | $253.4M | $228.3M | $199.3M | $142.6M | $97.1M | $63.4M | $74.1M | $35.1M |
| Operating income | $74.4M | $61.1M | $33.0M | $10.1M | $8.7M | $19.9M | $14.1M | −$13.9M | $7.6M |
| Operating margin | 20.38% | — | — | 4.84% | 5.73% | 17.04% | 18.16% | −23.16% | 17.82% |
| EBITDA | $85.7M | $71.7M | $42.2M | $17.2M | $13.8M | $23.5M | $16.2M | −$11.4M | $8.5M |
| EBITDA margin | 23.47% | — | — | 8.23% | 9.11% | 20.09% | 20.93% | −18.97% | 19.87% |
| Net income | $27.8M | $30.4M | $14.1M | $565,000 | $5.4M | $9.3M | $3.6M | −$8.9M | $0 |
| Net profit margin | 7.62% | — | — | 0.27% | 3.57% | 7.94% | 4.60% | −14.80% | 0.00% |
| Basic EPSper basic share | $1.11 | $1.23 | $0.59 | $0.03 | $0.28 | $0.55 | $0.24 | -$0.66 | — |
| Diluted EPSper diluted share | $1.04 | $1.16 | $0.55 | $0.03 | $0.26 | $0.51 | $0.22 | -$0.66 | — |
Reported shareholders
| Holder | % owned |
|---|---|
BlackRock, Inc. | 15.36%3.66M shares |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9.11%2.17M shares |
Capital World Investors | 8.52%2.03M shares |
WASATCH ADVISORS LP | 7.95%1.89M shares |
Durable Capital Partners LP | 7.72%1.84M shares |
VANGUARD PORTFOLIO MANAGEMENT LLC | 5.44%1.29M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 4.21%1M shares |
STATE STREET CORP | 3.86%919K shares |
DF DENT & CO INC | 3.26%775.41K shares |
Langdon Equity Partners | 3.00%715K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.67%635.11K shares |
T. Rowe Price Investment Management, Inc. | 2.53%602.35K shares |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.34%557.99K shares |
GOLDMAN SACHS GROUP INC | 2.13%507.59K shares |
AKRE CAPITAL MANAGEMENT LLC | 1.86%443.39K shares |
MORGAN STANLEY | 1.84%438.29K shares |
BANK OF AMERICA CORP /DE/ | 1.79%426K shares |
Jupiter Topco LLC | 1.68%400.23K shares |
MARSHALL WACE, LLP | 1.39%330.42K shares |
McConnon Thomas | ≈1.13%269.32K shares |
Percentages use 23.8M shares of this listed class outstanding on Jun 30, 2026. ≈ compares the latest reported holding with a share total from a different date; it is not a confirmed current stake.
Gray completes the 100% scale. Reported positions may overlap; holders have different reporting dates.
| Transaction | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| May 29, 2026Form 4 | Langston Patrick RyanTenPercentOwner,Other | BuyClass A Common Stock | 2.8K | $35.56 | $99.6K | 7.8K |
| May 28, 2026Form 4 | Martin John ArthurChief Financial Officer | BuyClass A Common Stock | 5.0K | $34.73 | $173.6K | 5.0K |
| May 27, 2026Form 4 | Jones Mark Evan +2Executive Chairman | SellClass A Common Stock | 3.1K | $41.28 | $128.9K | 0 |
| May 27, 2026Form 4 | Jones Mark Evan +2Executive Chairman | SellClass A Common Stock | 6.5K | $40.51 | $261.9K | 3.1K |
| May 26, 2026Form 4 | Mark & Robyn Jones Descendants Trust 2014 +2TenPercentOwner,Other | SellClass A Common Stock | 45.6K | $40.07 | $1.83M | 0 |