Revenue
2018
2019
2020
2021
2022
2023
2024
2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.52B | $1.18B | $455.0M | $310.8M | $345.4M | $346.8M | $290.2M | $43.3M |
| Operating expenses | $1.46B | $1.10B | $556.3M | $573.9M | $830.6M | $632.1M | $550.3M | $111.5M |
| Operating income | $61.8M | $78.5M | −$101.3M | −$263.1M | −$485.2M | −$285.3M | −$260.1M | — |
| Operating margin | 4.07% | 6.67% | −22.26% | −84.65% | −140.47% | −82.27% | −89.63% | — |
| EBITDA | $73.6M | $93.4M | −$88.7M | −$249.3M | −$468.6M | −$269.7M | −$255.2M | — |
| EBITDA margin | 4.85% | 7.94% | −19.49% | −80.21% | −135.67% | −77.77% | −87.94% | — |
| Net income | $40.3M | $30.9M | −$147.4M | −$297.7M | −$521.1M | −$363.0M | −$282.4M | −$69.1M |
| Net profit margin | 2.66% | 2.63% | −32.40% | −95.79% | −150.87% | −104.67% | −97.31% | −159.58% |
| Basic EPSper basic share | $2.49 | $1.96 | -$10.24 | -$21.11 | -$37.76 | -$86.43 | -$149.93 | -$49.14 |
| Diluted EPSper diluted share | $2.36 | $1.83 | -$10.24 | -$21.11 | -$37.76 | -$86.43 | -$149.93 | -$49.14 |
Reported shareholders
| Holder | % owned |
|---|---|
Ribbit Management Company, LLC | 9.00%1.23M shares |
T. Rowe Price Investment Management, Inc. | 8.91%1.22M shares |
BlackRock, Inc. | 8.39%1.15M shares |
VANGUARD CAPITAL MANAGEMENT LLC | 3.86%528.32K shares |
Bonakdarpour Mahtiyar | ≈3.81%521.81K shares |
Malka Meyer / Ribbit Capital IV, L.P. | ≈3.68%503.8K shares |
FINDELL CAPITAL MANAGEMENT LLC | 3.36%460K shares |
GEODE CAPITAL MANAGEMENT, LLC | 2.52%345.38K shares |
STATE STREET CORP | 2.12%290.77K shares |
Timm Alexander E. | ≈2.01%275.3K shares |
Galileo (PTC) Ltd | 1.84%252.67K shares |
RENAISSANCE TECHNOLOGIES LLC | 1.79%245.28K shares |
BOOTHBAY FUND MANAGEMENT, LLC | 1.48%203.23K shares |
Quinn Opportunity Partners LLC | 1.25%171.18K shares |
Tairen Capital Ltd | 1.17%160.8K shares |
Dragoneer Investment Group, LLC | 1.13%154.32K shares |
MORGAN STANLEY | 1.08%148.23K shares |
GOLDMAN SACHS GROUP INC | 1.05%144.31K shares |
PRICE T ROWE ASSOCIATES INC /MD/ | 0.92%125.9K shares |
NORTHERN TRUST CORP | 0.88%120.33K shares |
Percentages use 13.7M 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 15, 2026Form 4 · 10b5-1 | Allison JonathanChief Administrative Officer | SellClass A Common Stock | 1.6K | $55.96 | $89.9K | 68.4K |
| May 12, 2026Form 4 · 10b5-1 | Allison JonathanChief Administrative Officer | SellClass A Common Stock | 1.7K | $55.74 | $95.1K | 70.0K |
| Apr 7, 2026Form 4 · 10b5-1 | Allison JonathanChief Administrative Officer | SellClass A Common Stock | 1.7K | $44.35 | $75.7K | 71.7K |
| Apr 2, 2026Form 4 · 10b5-1 | Allison JonathanChief Administrative Officer | SellClass A Common Stock | 4.1K | $42.33 | $174.1K | 73.4K |
| Mar 20, 2026Form 4 · 10b5-1 | Allison JonathanChief Administrative Officer | SellClass A Common Stock | 4.0K | $44.78 | $178.7K | 82.0K |