How many institutions own NEUE stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own NEUE shares is 43, representing 58.37% of the company's common stock.

Who are the major shareholders selling NeueHealth, Inc. stock?

MCF ADVISORS LLC, in the last quarter, reduced its stake in NEUE by -50% restricting it's holding to 125 shares of worth nearly $834.00. MORGAN STANLEY also lessened -8.87% of the NEUE shares from its portfolio, reducing its holding to 3.49 thousand shares of worth $23.30K. CORNERSTONE PLANNING GROUP LLC also shunned NEUE shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying NEUE stock?

As per its latest 13F filing, JPMORGAN CHASE & CO increased its stake in NEUE by 4.35% in the last quarter. The institutional holder raised its holding to 24 shares having worth more than $160.00. BNP PARIBAS ARBITRAGE, SNC also added 1.41% more shares of NEUE to its portfolio, raising its holding to 72 shares of worth $480.00. ADVISORNET FINANCIAL, INC also increased its NEUE shares holding by 3,733.33% which brought its holding to 115 shares worth $767.00.

NEUE's major insiders: who are they?

The insider with the most stakes in NEUE is NEA 18 Venture Growth Equity, L.P. , at the company. Additionally, NEUE stock is highly held by New Enterprise Associates 15, L.P. and NEA 15 GP, LLC among others.

Did an insider recently sell NEUE stock?

Company executives, directors, and other insiders own 9.45% percent of NeueHealth, Inc.'s stock. Within the last six months, there have been 13 transaction(s) in which NEUE insiders have sold stock, totaling 5.82K shares. Insiders that have sold shares include SANDELL SCOTT D, MATHERS EDWARD T, and YANG RICK.

Which insider recently purchased NEUE stock?

There have been 0 transaction(s) during the past 6-months in which NeueHealth, Inc. insiders have bought stock, totalling 0 shares

How much of NEUE does insiders own?

Around 9.89M NeueHealth, Inc. shares are held by insiders, which represents about 9.45% of NEUE stock.

Who is the insider with the largest stake?

NEUE , NEA 18 Venture Growth Equity, L.P. holds the largest portfolio of the company's shares. NEUE shares owned by NEA total nearly 1.65 million.

Which institution holds the most shares in NEUE?

SBI SECURITIES CO., LTD. is the largest institutional owner in NEUE which holds 5 shares worth $33.00 or 0% of the total NEUE shares outstanding followed by MCF ADVISORS LLC with ownership of 125 shares representing 0% of the NEUE ownership. GROUP ONE TRADING, L.P. is the third largest stakeholder with 248 shares or 0% of the ownership worth more than $1.65K.

Is NeueHealth, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the NEUE is concerned, it is a stock which is not optionable.

Is there a short position on NEUE's shares?

Number of NEUE shares short is 18.93K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding NEUE shares are there?

As of today, 9.02M shares of NEUE are outstanding.

Is there many float in NEUE stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, NEUE has 3.98M shares in float.

NEUE short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for NEUE is 3.8.

NeueHealth (NEUE) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableNo

OptionableNo

Short Percent Of Outstanding Shares0.21

Short Percent Of Float0.68

Shares Outstanding9.02M

Shares Float3.98M

Shares Short18.93K

Short Ratio3.8

0.68%

Short % of Float

0.21%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

9.45% Percentage of Shares held by All Insiders

58.37% Percentage of Shares held by All Institutions

64.46% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 58.37% of NEUE shares are held by financial institutions. SBI SECURITIES CO., LTD. is the top corporate investor, holding 5 shares valued at $33.00. A 0% stake in NeueHealth, Inc. is owned by the company. MCF ADVISORS LLC owns 125 shares valued at $834.00, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	5	33	0	0
Sep 30, 2025	MCF ADVISORS LLC	0%	125	834	-125	-50.00%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0%	248	1.65K	0	0
Sep 30, 2025	MORGAN STANLEY	0.04%	3.49K	23.3K	-340	-8.87%
Sep 30, 2025	PATHWAY CAPITAL MANAGEMENT, LP	0.13%	11.2K	74.71K	0	0
Sep 30, 2025	CORNERSTONE PLANNING GROUP LLC	0%	0	-	-3	-100.00%
Sep 30, 2025	NEA MANAGEMENT COMPANY, LLC	31.16%	2.73M	18.19M	0	0
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	125	834	0	0
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	0	-	-32	-100.00%
Sep 30, 2025	MARSHALL & SULLIVAN INC /WA/	0%	0	-	-375	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-12	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	16	107	-37	-69.81%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	24	160	1	+4.35%
Sep 30, 2025	FAIRMAN GROUP, LLC	0%	25	167	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	65	429	0	0
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	53	353	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	62	414	0	0
Sep 30, 2025	FINANCIAL PERSPECTIVES, INC	0%	64	427	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	72	480	1	+1.41%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0%	115	767	112	+3,733.33%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	330	2.2K	330	+100.00%
Sep 30, 2025	STATE STREET CORP	0.14%	12.38K	82.58K	0	0
Sep 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.23%	19.92K	133K	19.92K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.28%	24.51K	163.51K	-6.6K	-21.20%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	24.89K	166.04K	24.89K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.29%	24.97K	166.53K	-6.65K	-21.02%
Sep 30, 2025	ROYAL BANK OF CANADA	0.01%	817	5K	-20	-2.39%
Sep 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.33%	29.18K	194.64K	0	0
Sep 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.34%	29.91K	199.47K	0	0
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.4%	35.42K	236.29K	455	+1.30%
Sep 30, 2025	BLACKSTONE INC.	0.52%	45.92K	306.26K	0	0
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.64%	56.26K	375.27K	100	+0.18%
Sep 30, 2025	PARTNERS GROUP HOLDING AG	1.01%	88.65K	591.26K	0	0
Sep 30, 2025	BLACKROCK, INC.	1.3%	113.63K	757.91K	434	+0.38%
Sep 30, 2025	DEER MANAGEMENT CO. LLC	11.42%	999.22K	6.66M	0	0
Sep 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.01%	645	4.3K	0	0
Sep 30, 2025	GREYCROFT LP	1.58%	138.35K	922.81K	0	0
Sep 30, 2025	REDPOINT MANAGEMENT, LLC	2.17%	189.62K	1.26M	0	0
Sep 30, 2025	STEPSTONE GROUP LP	6%	525.25K	3.5M	0	0
Sep 30, 2025	VANGUARD GROUP INC	2.24%	196.22K	1.31M	-500	-0.25%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0%	0	-	-1	-100.00%
Sep 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	4	27	0	0
Jun 30, 2025	CORNERSTONE PLANNING GROUP LLC	0%	3	21	0	0
Jun 30, 2025	PARTNERS GROUP HOLDING AG	1.01%	88.65K	611.65K	0	0
Jun 30, 2025	MORGAN STANLEY	0.04%	3.83K	26.45M	-123	-3.11%
Jun 30, 2025	FAIRMAN GROUP, LLC	0%	25	173	0	0
Jun 30, 2025	REDPOINT MANAGEMENT, LLC	2.17%	189.62K	1.31M	0	0
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.64%	56.16K	387.53K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.4%	34.96K	241.29K	24	+0.07%
Jun 30, 2025	UBS GROUP AG	0.36%	31.61K	218.12K	-5.11K	-13.92%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.01%	645	4.45K	0	0
Jun 30, 2025	MARSHALL & SULLIVAN INC /WA/	0%	375	2.59K	375	+100.00%
Jun 30, 2025	MCF ADVISORS LLC	0%	250	1.73K	0	0
Jun 30, 2025	GROUP ONE TRADING, L.P.	0%	248	1.71K	-2.53K	-91.06%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	65	448	-79	-54.86%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	125	863	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	71	490	0	0
Jun 30, 2025	FINANCIAL PERSPECTIVES, INC	0%	64	442	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	62	428	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	12	83	12	+100.00%
Jun 30, 2025	PENDERFUND CAPITAL MANAGEMENT LTD.	0%	0	-	-29.12K	-100.00%
Jun 30, 2025	DEER MANAGEMENT CO. LLC	11.42%	999.22K	6.89M	0	0
Jun 30, 2025	BLACKROCK, INC.	1.29%	113.2K	781.05K	1.11K	+0.99%
Jun 30, 2025	BLACKSTONE INC.	0.52%	45.92K	316.82K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.36%	31.11K	214.67K	242	+0.78%
Jun 30, 2025	STATE STREET CORP	0.14%	12.38K	85.43K	0	0
Jun 30, 2025	PATHWAY CAPITAL MANAGEMENT, LP	0.13%	11.2K	77.29K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	53	365	4	+8.16%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	23	158	2	+9.52%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	53	366	53	+100.00%
Jun 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	32	221	32	+100.00%
Jun 30, 2025		0%	4	28	0	0
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0%	3	21	0	0
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	1	7	1	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-50	-100.00%
Jun 30, 2025	GREYCROFT LP	1.58%	138.35K	954.63K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	837	6K	88	+11.75%
Jun 30, 2025	DEUTSCHE BANK AG\	0%	0	-	-21	-100.00%
Jun 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.34%	29.91K	206.35K	0	0
Jun 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.33%	29.18K	201.36K	29.18K	+100.00%
Jun 30, 2025	HARBOURVEST PARTNERS LLC	0%	0	-	-52.72K	-100.00%
Jun 30, 2025	VANGUARD GROUP INC	2.25%	196.72K	1.36M	29.2K	+17.43%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	5	35	-105	-95.45%
Jun 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	4	28	0	0
Jun 30, 2025	NEA MANAGEMENT COMPANY, LLC	31.16%	2.73M	18.82M	0	0
Jun 30, 2025	STEPSTONE GROUP LP	6%	525.25K	3.62M	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-66	-100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	62	419	0	0
Mar 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.01%	645	4.36K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	749	5K	-130	-14.79%
Mar 31, 2025	PATHWAY CAPITAL MANAGEMENT, LP	0.13%	11.2K	75.72K	0	0
Mar 31, 2025	UBS GROUP AG	0.43%	36.73K	248.26K	-3.81K	-9.41%
Mar 31, 2025	VANGUARD GROUP INC	1.95%	167.52K	1.13M	-257	-0.15%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.41%	34.94K	236.25K	1.49K	+4.45%
Mar 31, 2025	BLACKSTONE INC.	0.54%	45.92K	310.39K	0	0
Mar 31, 2025	HARBOURVEST PARTNERS LLC	0.62%	52.72K	356.39K	0	0
Mar 31, 2025	PARTNERS GROUP HOLDING AG	1.03%	88.65K	599.24K	0	0
Mar 31, 2025	BLACKROCK, INC.	1.31%	112.09K	757.73K	32.79K	+41.35%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0%	3	20	0	0
Mar 31, 2025		0%	4	27	0	0
Mar 31, 2025	REDPOINT MANAGEMENT, LLC	2.21%	189.62K	1.28M	0	0
Mar 31, 2025	STEPSTONE GROUP LP	6.13%	525.25K	3.55M	0	0
Mar 31, 2025	MODUS ADVISORS, LLC	0%	0	-	-261	-100.00%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	0	-	-32	-100.00%
Mar 31, 2025	VIRTU FINANCIAL LLC	0%	0	-	-10.23K	-100.00%
Mar 31, 2025	CORNERSTONE PLANNING GROUP LLC	0%	3	20	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0%	21	142	-2	-8.70%
Mar 31, 2025	FAIRMAN GROUP, LLC	0%	25	186	0	0
Mar 31, 2025	FINANCIAL PERSPECTIVES, INC	0%	64	433	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	49	331	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	50	338	0	0
Mar 31, 2025	NEA MANAGEMENT COMPANY, LLC	31.82%	2.73M	18.43M	0	0
Mar 31, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.35%	29.91K	202.17K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.36%	30.87K	208.68K	-1.78K	-5.44%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	66	446	66	+100.00%
Mar 31, 2025	GROUP ONE TRADING, L.P.	0.03%	2.78K	18.76K	0	0
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.66%	56.16K	379.66K	-100	-0.18%
Mar 31, 2025	DEUTSCHE BANK AG\	0%	21	142	21	+100.00%
Mar 31, 2025	DEER MANAGEMENT CO. LLC	11.66%	999.22K	6.75M	0	0
Mar 31, 2025	GREYCROFT LP	1.61%	138.35K	935.26K	0	0
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	71	480	-7	-8.97%
Mar 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	125	845	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	144	973	-9	-5.88%
Mar 31, 2025	MCF ADVISORS LLC	0%	250	1.69K	0	0
Mar 31, 2025	MORGAN STANLEY	0.05%	3.96K	26.74K	-138	-3.37%
Mar 31, 2025	STATE STREET CORP	0.14%	12.38K	83.7K	0	0
Mar 31, 2025	PENDERFUND CAPITAL MANAGEMENT LTD.	0.34%	29.12K	4.04M	29.12K	+100.00%

Insiders

Among the NEUE insiders holding of 9.45% of the stake in company, NEA 18 VENTURE GROWTH EQUITY, L.P., , holds the largest shares of 1.65M. NEW ENTERPRISE ASSOCIATES 15, L.P., , is the second largest NEUE insider with ownership of 1.53M shares. NEA 15 GP, LLC, , stands third with possession of 1.53M shares of that stake.

Insiders	Designation	Shares Held
NEA 18 VENTURE GROWTH EQUITY, L.P.		1.65M
NEW ENTERPRISE ASSOCIATES 15, L.P.		1.53M
NEA 15 GP, LLC		1.53M
NEW ENTERPRISE ASSOCIATES 16, L.P.		787.98K
WALKER PAUL EDWARD		488.7K
SANDELL SCOTT D		488.7K
FLORENCE ANTHONY A. JR.		488.7K
BASKETT FOREST		488.7K
NEW ENTERPRISE ASSOCIATES 17, L.P.		488.7K
CHANG CARMEN		488.7K
BEHBAHANI ALI		488.7K
YANG RICK		488.7K
MATHERS EDWARD T		488.7K
MIKAN GEORGE LAWRENCE III	CEO & President	249.45K
MATUSHAK JAY	Chief Financial Officer	40.56K
OROZCO TOMAS	EVP, Consumer Care	29.33K
CRAIG JEFFERY MICHAEL	GC & Corporate Secretary	20.1K
SCHERMAN JEFFREY J	Chief Accounting Officer	12.46K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 02, 2025	SANDELL SCOTT D	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	MATHERS EDWARD T	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	YANG RICK	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	WALKER PAUL EDWARD	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	BEHBAHANI ALI	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	CHANG CARMEN	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	NEW ENTERPRISE ASSOCIATES 15, L.P.	SALE	6.75	280	1.89K	1.53M
Oct 02, 2025	NEA 15 GP, LLC	SALE	6.75	280	1.89K	1.53M
Oct 02, 2025	NEW ENTERPRISE ASSOCIATES 16, L.P.	SALE	6.75	280	1.89K	787.98K
Oct 02, 2025	NEW ENTERPRISE ASSOCIATES 17, L.P.	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	NEA 18 VENTURE GROWTH EQUITY, L.P.	SALE	6.75	2.46K	16.57K	1.65M
Oct 02, 2025	BASKETT FOREST	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	FLORENCE ANTHONY A. JR.	SALE	6.75	280	1.89K	488.7K
May 12, 2025	MATUSHAK JAY	SALE	6.76	472	3.19K	40.56K
May 12, 2025	SCHERMAN JEFFREY J	SALE	6.76	112	757.12	12.46K
Mar 14, 2025	CRAIG JEFFERY MICHAEL	SALE	6.13	899	5.51K	20.1K
Mar 14, 2025	SCHERMAN JEFFREY J	SALE	6.13	353	2.16K	12.23K
Mar 14, 2025	MIKAN GEORGE LAWRENCE III	SALE	6.13	12.44K	76.26K	249.45K
Mar 14, 2025	MATUSHAK JAY	SALE	6.13	1.54K	9.45K	40.05K
Mar 14, 2025	OROZCO TOMAS	SALE	6.13	1.23K	7.52K	29.33K
Mar 13, 2025	CRAIG JEFFERY MICHAEL	SALE	6.74	2.6K	17.49K	21K
Mar 13, 2025	OROZCO TOMAS	SALE	6.74	3.54K	23.86K	30.55K
Mar 13, 2025	SCHERMAN JEFFREY J	SALE	6.74	1.02K	6.87K	12.59K
Mar 13, 2025	MATUSHAK JAY	SALE	6.74	4.45K	29.98K	41.59K
Mar 13, 2025	MIKAN GEORGE LAWRENCE III	SALE	6.74	35.9K	241.94K	261.89K
Mar 12, 2025	MIKAN GEORGE LAWRENCE III	SALE	6.93	13.18K	91.34K	297.79K
Mar 12, 2025	SCHERMAN JEFFREY J	SALE	6.93	375	2.6K	13.61K
Mar 12, 2025	OROZCO TOMAS	SALE	6.93	1.3K	9.01K	34.09K
Mar 12, 2025	CRAIG JEFFERY MICHAEL	SALE	6.93	953	6.6K	23.6K
Mar 12, 2025	MATUSHAK JAY	SALE	6.93	1.63K	11.32K	46.04K
Mar 11, 2025	MIKAN GEORGE LAWRENCE III	SALE	6.85	3.75K	25.67K	180.97K
Mar 11, 2025	MATUSHAK JAY	SALE	6.85	814	5.58K	23.67K
Mar 11, 2025	OROZCO TOMAS	SALE	6.85	617	4.23K	11.39K
Mar 11, 2025	CRAIG JEFFERY MICHAEL	SALE	6.85	195	1.34K	10.55K
Mar 11, 2025	SCHERMAN JEFFREY J	SALE	6.85	427	2.92K	8.48K
Mar 10, 2025	CRAIG JEFFERY MICHAEL	SALE	7.06	2	14.12	10.75K
Mar 10, 2025	OROZCO TOMAS	SALE	7.06	20	141.2	12.01K
Mar 10, 2025	SCHERMAN JEFFREY J	SALE	7.06	184	1.3K	8.91K
Mar 10, 2025	MIKAN GEORGE LAWRENCE III	SALE	7.06	1.6K	11.32K	184.72K
Mar 10, 2025	MATUSHAK JAY	SALE	7.06	184	1.3K	24.49K
Mar 07, 2025	SCHERMAN JEFFREY J	SALE	7.19	620	4.46K	7.81K
Mar 07, 2025	MIKAN GEORGE LAWRENCE III	SALE	7.19	26.66K	191.69K	178.76K
Mar 07, 2025	MATUSHAK JAY	SALE	7.19	1.86K	13.37K	22.23K
Mar 07, 2025	OROZCO TOMAS	SALE	7.19	620	4.46K	9.7K
Mar 07, 2025	CRAIG JEFFERY MICHAEL	SALE	7.19	1.24K	8.92K	10.17K
Jan 06, 2025	CRAIG JEFFERY MICHAEL	SALE	7.33	2.49K	18.22K	7.56K
Jan 06, 2025	MIKAN GEORGE LAWRENCE III	SALE	7.33	31.8K	233.08K	146.54K
Jan 06, 2025	MATUSHAK JAY	SALE	7.33	4.97K	36.43K	17.75K
Jan 06, 2025	OROZCO TOMAS	SALE	7.33	1.23K	9.04K	7.83K
Jan 06, 2025	SCHERMAN JEFFREY J	SALE	7.33	1.37K	10.03K	5.94K
Dec 17, 2024	MIKAN GEORGE LAWRENCE III	SALE	4.18	16.8K	70.24K	83.03K
Oct 07, 2024	MATUSHAK JAY	SALE	5.18	87	450.66	9.48K
Oct 01, 2024	MATHERS EDWARD T	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	CHANG CARMEN	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	WALKER PAUL EDWARD	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	NEW ENTERPRISE ASSOCIATES 16, L.P.	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	FLORENCE ANTHONY A. JR.	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	NEW ENTERPRISE ASSOCIATES 15, L.P.	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	BASKETT FOREST	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	NEW ENTERPRISE ASSOCIATES 17, L.P.	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	YANG RICK	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	BEHBAHANI ALI	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	SANDELL SCOTT D	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	NEA 18 VENTURE GROWTH EQUITY, L.P.	PURCHASE	0.01	185.6K	1.86K	556.78K
May 10, 2024	SCHERMAN JEFFREY J	SALE	6.05	113	683.65	3.67K
May 10, 2024	MATUSHAK JAY	SALE	6.05	317	1.92K	9.3K
Apr 08, 2024	BEHBAHANI ALI	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	BASKETT FOREST	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	NEA 18 VENTURE GROWTH EQUITY, L.P.	PURCHASE	0.01	371.19K	3.71K	371.19K
Apr 08, 2024	NEW ENTERPRISE ASSOCIATES 17, L.P.	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	NEW ENTERPRISE ASSOCIATES 16, L.P.	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	FLORENCE ANTHONY A. JR.	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	MATHERS EDWARD T	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	SANDELL SCOTT D	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	WALKER PAUL EDWARD	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	YANG RICK	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	NEW ENTERPRISE ASSOCIATES 15, L.P.	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	CHANG CARMEN	PURCHASE	0.01	123.73K	1.24K	123.73K
Mar 18, 2024	MIKAN GEORGE LAWRENCE III	SALE	7.27	4.99K	36.28K	64.83K
Mar 18, 2024	SCHERMAN JEFFREY J	SALE	7.27	568	4.13K	3.44K
Mar 18, 2024	OROZCO TOMAS	SALE	7.27	822	5.98K	5.09K
Mar 18, 2024	MATUSHAK JAY	SALE	7.27	1.08K	7.87K	8.64K
Mar 18, 2024	CRAIG JEFFERY MICHAEL	SALE	7.27	260	1.89K	3.43K
Mar 15, 2024	OROZCO TOMAS	SALE	7.10	79	560.9	5.91K
Mar 15, 2024	MATUSHAK JAY	SALE	7.10	248	1.76K	9.73K
Mar 15, 2024	SCHERMAN JEFFREY J	SALE	7.10	98	695.8	4.01K
Mar 15, 2024	CRAIG JEFFERY MICHAEL	SALE	7.10	151	1.07K	3.69K
Mar 15, 2024	MIKAN GEORGE LAWRENCE III	SALE	7.10	3.44K	24.44K	69.82K
Mar 14, 2024	CRAIG JEFFERY MICHAEL	SALE	7.06	105	741.3	3.84K
Mar 14, 2024	MIKAN GEORGE LAWRENCE III	SALE	7.06	2.4K	16.93K	73.26K
Mar 14, 2024	OROZCO TOMAS	SALE	7.06	54	381.24	5.99K
Mar 14, 2024	MATUSHAK JAY	SALE	7.06	173	1.22K	9.97K
Mar 14, 2024	SCHERMAN JEFFREY J	SALE	7.06	68	480.08	4.11K
Mar 13, 2024	SCHERMAN JEFFREY J	SALE	7.30	99	722.7	4.17K
Mar 13, 2024	CRAIG JEFFERY MICHAEL	SALE	7.30	152	1.11K	3.94K
Mar 13, 2024	MATUSHAK JAY	SALE	7.30	251	1.83K	10.15K
Mar 13, 2024	OROZCO TOMAS	SALE	7.30	78	569.4	6.05K
Mar 13, 2024	MIKAN GEORGE LAWRENCE III	SALE	7.30	3.46K	25.28K	75.66K
Mar 12, 2024	CRAIG JEFFERY MICHAEL	SALE	7.76	70	543.2	4.09K
Mar 12, 2024	MIKAN GEORGE LAWRENCE III	SALE	7.76	1.6K	12.4K	79.13K
Mar 12, 2024	MATUSHAK JAY	SALE	7.76	116	900.16	10.4K
Mar 12, 2024	SCHERMAN JEFFREY J	SALE	7.76	45	349.2	4.27K
Mar 12, 2024	OROZCO TOMAS	SALE	7.76	36	279.36	6.13K
Mar 11, 2024	SCHERMAN JEFFREY J	SALE	8.11	76	616.36	4.32K
Mar 11, 2024	MIKAN GEORGE LAWRENCE III	SALE	8.11	2.66K	21.61K	80.72K
Mar 11, 2024	MATUSHAK JAY	SALE	8.11	193	1.57K	10.51K
Mar 11, 2024	CRAIG JEFFERY MICHAEL	SALE	8.11	117	948.87	4.16K
Mar 11, 2024	OROZCO TOMAS	SALE	8.11	60	486.6	6.16K
Mar 08, 2024	OROZCO TOMAS	SALE	8.42	115	968.3	6.22K
Mar 08, 2024	CRAIG JEFFERY MICHAEL	SALE	8.42	224	1.89K	4.28K
Mar 08, 2024	MIKAN GEORGE LAWRENCE III	SALE	8.42	5.1K	42.91K	83.39K
Mar 08, 2024	SCHERMAN JEFFREY J	SALE	8.42	145	1.22K	4.39K
Mar 08, 2024	MATUSHAK JAY	SALE	8.42	369	3.11K	10.71K
Mar 07, 2024	OROZCO TOMAS	SALE	9.88	179	1.77K	6.34K
Mar 07, 2024	SCHERMAN JEFFREY J	SALE	9.88	224	2.21K	4.54K
Mar 07, 2024	CRAIG JEFFERY MICHAEL	SALE	9.88	347	3.43K	4.51K
Mar 07, 2024	MATUSHAK JAY	SALE	9.88	570	5.63K	11.08K
Mar 07, 2024	MIKAN GEORGE LAWRENCE III	SALE	9.88	7.89K	77.91K	88.48K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES5.82K13

NET SHARES-5.82K13

SHARES HELD9.89M13

% NET SHARES-100.06%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableNo

OptionableNo

Short Percent Of Outstanding Shares0.21

Short Percent Of Float0.68

Shares Outstanding9.02M

Shares Float3.98M

Shares Short18.93K

Short Ratio3.8

0.68%

Short % of Float

0.21%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

9.45% Percentage of Shares held by All Insiders

58.37% Percentage of Shares held by All Institutions

64.46% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	5	33	0	0
Sep 30, 2025	MCF ADVISORS LLC	0%	125	834	-125	-50.00%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0%	248	1.65K	0	0
Sep 30, 2025	MORGAN STANLEY	0.04%	3.49K	23.3K	-340	-8.87%
Sep 30, 2025	PATHWAY CAPITAL MANAGEMENT, LP	0.13%	11.2K	74.71K	0	0
Sep 30, 2025	CORNERSTONE PLANNING GROUP LLC	0%	0	-	-3	-100.00%
Sep 30, 2025	NEA MANAGEMENT COMPANY, LLC	31.16%	2.73M	18.19M	0	0
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	125	834	0	0
Sep 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	0	-	-32	-100.00%
Sep 30, 2025	MARSHALL & SULLIVAN INC /WA/	0%	0	-	-375	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-12	-100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	16	107	-37	-69.81%
Sep 30, 2025	JPMORGAN CHASE & CO	0%	24	160	1	+4.35%
Sep 30, 2025	FAIRMAN GROUP, LLC	0%	25	167	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	65	429	0	0
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	53	353	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	62	414	0	0
Sep 30, 2025	FINANCIAL PERSPECTIVES, INC	0%	64	427	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	72	480	1	+1.41%
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0%	115	767	112	+3,733.33%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	330	2.2K	330	+100.00%
Sep 30, 2025	STATE STREET CORP	0.14%	12.38K	82.58K	0	0
Sep 30, 2025	DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.23%	19.92K	133K	19.92K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.28%	24.51K	163.51K	-6.6K	-21.20%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.28%	24.89K	166.04K	24.89K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.29%	24.97K	166.53K	-6.65K	-21.02%
Sep 30, 2025	ROYAL BANK OF CANADA	0.01%	817	5K	-20	-2.39%
Sep 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.33%	29.18K	194.64K	0	0
Sep 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.34%	29.91K	199.47K	0	0
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.4%	35.42K	236.29K	455	+1.30%
Sep 30, 2025	BLACKSTONE INC.	0.52%	45.92K	306.26K	0	0
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.64%	56.26K	375.27K	100	+0.18%
Sep 30, 2025	PARTNERS GROUP HOLDING AG	1.01%	88.65K	591.26K	0	0
Sep 30, 2025	BLACKROCK, INC.	1.3%	113.63K	757.91K	434	+0.38%
Sep 30, 2025	DEER MANAGEMENT CO. LLC	11.42%	999.22K	6.66M	0	0
Sep 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.01%	645	4.3K	0	0
Sep 30, 2025	GREYCROFT LP	1.58%	138.35K	922.81K	0	0
Sep 30, 2025	REDPOINT MANAGEMENT, LLC	2.17%	189.62K	1.26M	0	0
Sep 30, 2025	STEPSTONE GROUP LP	6%	525.25K	3.5M	0	0
Sep 30, 2025	VANGUARD GROUP INC	2.24%	196.22K	1.31M	-500	-0.25%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0%	0	-	-1	-100.00%
Sep 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	4	27	0	0
Jun 30, 2025	CORNERSTONE PLANNING GROUP LLC	0%	3	21	0	0
Jun 30, 2025	PARTNERS GROUP HOLDING AG	1.01%	88.65K	611.65K	0	0
Jun 30, 2025	MORGAN STANLEY	0.04%	3.83K	26.45M	-123	-3.11%
Jun 30, 2025	FAIRMAN GROUP, LLC	0%	25	173	0	0
Jun 30, 2025	REDPOINT MANAGEMENT, LLC	2.17%	189.62K	1.31M	0	0
Jun 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.64%	56.16K	387.53K	0	0
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.4%	34.96K	241.29K	24	+0.07%
Jun 30, 2025	UBS GROUP AG	0.36%	31.61K	218.12K	-5.11K	-13.92%
Jun 30, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.01%	645	4.45K	0	0
Jun 30, 2025	MARSHALL & SULLIVAN INC /WA/	0%	375	2.59K	375	+100.00%
Jun 30, 2025	MCF ADVISORS LLC	0%	250	1.73K	0	0
Jun 30, 2025	GROUP ONE TRADING, L.P.	0%	248	1.71K	-2.53K	-91.06%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	65	448	-79	-54.86%
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	125	863	0	0
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	71	490	0	0
Jun 30, 2025	FINANCIAL PERSPECTIVES, INC	0%	64	442	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	62	428	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	12	83	12	+100.00%
Jun 30, 2025	PENDERFUND CAPITAL MANAGEMENT LTD.	0%	0	-	-29.12K	-100.00%
Jun 30, 2025	DEER MANAGEMENT CO. LLC	11.42%	999.22K	6.89M	0	0
Jun 30, 2025	BLACKROCK, INC.	1.29%	113.2K	781.05K	1.11K	+0.99%
Jun 30, 2025	BLACKSTONE INC.	0.52%	45.92K	316.82K	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.36%	31.11K	214.67K	242	+0.78%
Jun 30, 2025	STATE STREET CORP	0.14%	12.38K	85.43K	0	0
Jun 30, 2025	PATHWAY CAPITAL MANAGEMENT, LP	0.13%	11.2K	77.29K	0	0
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	53	365	4	+8.16%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	23	158	2	+9.52%
Jun 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	53	366	53	+100.00%
Jun 30, 2025	MOUNT YALE INVESTMENT ADVISORS, LLC	0%	32	221	32	+100.00%
Jun 30, 2025		0%	4	28	0	0
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0%	3	21	0	0
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	1	7	1	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	0	-	-50	-100.00%
Jun 30, 2025	GREYCROFT LP	1.58%	138.35K	954.63K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	837	6K	88	+11.75%
Jun 30, 2025	DEUTSCHE BANK AG\	0%	0	-	-21	-100.00%
Jun 30, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.34%	29.91K	206.35K	0	0
Jun 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.33%	29.18K	201.36K	29.18K	+100.00%
Jun 30, 2025	HARBOURVEST PARTNERS LLC	0%	0	-	-52.72K	-100.00%
Jun 30, 2025	VANGUARD GROUP INC	2.25%	196.72K	1.36M	29.2K	+17.43%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	5	35	-105	-95.45%
Jun 30, 2025	VERMILLION WEALTH MANAGEMENT, INC.	0%	4	28	0	0
Jun 30, 2025	NEA MANAGEMENT COMPANY, LLC	31.16%	2.73M	18.82M	0	0
Jun 30, 2025	STEPSTONE GROUP LP	6%	525.25K	3.62M	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-66	-100.00%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	62	419	0	0
Mar 31, 2025	HARBOR INVESTMENT ADVISORY, LLC	0.01%	645	4.36K	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	749	5K	-130	-14.79%
Mar 31, 2025	PATHWAY CAPITAL MANAGEMENT, LP	0.13%	11.2K	75.72K	0	0
Mar 31, 2025	UBS GROUP AG	0.43%	36.73K	248.26K	-3.81K	-9.41%
Mar 31, 2025	VANGUARD GROUP INC	1.95%	167.52K	1.13M	-257	-0.15%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.41%	34.94K	236.25K	1.49K	+4.45%
Mar 31, 2025	BLACKSTONE INC.	0.54%	45.92K	310.39K	0	0
Mar 31, 2025	HARBOURVEST PARTNERS LLC	0.62%	52.72K	356.39K	0	0
Mar 31, 2025	PARTNERS GROUP HOLDING AG	1.03%	88.65K	599.24K	0	0
Mar 31, 2025	BLACKROCK, INC.	1.31%	112.09K	757.73K	32.79K	+41.35%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0%	3	20	0	0
Mar 31, 2025		0%	4	27	0	0
Mar 31, 2025	REDPOINT MANAGEMENT, LLC	2.21%	189.62K	1.28M	0	0
Mar 31, 2025	STEPSTONE GROUP LP	6.13%	525.25K	3.55M	0	0
Mar 31, 2025	MODUS ADVISORS, LLC	0%	0	-	-261	-100.00%
Mar 31, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0%	0	-	-32	-100.00%
Mar 31, 2025	VIRTU FINANCIAL LLC	0%	0	-	-10.23K	-100.00%
Mar 31, 2025	CORNERSTONE PLANNING GROUP LLC	0%	3	20	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	0%	21	142	-2	-8.70%
Mar 31, 2025	FAIRMAN GROUP, LLC	0%	25	186	0	0
Mar 31, 2025	FINANCIAL PERSPECTIVES, INC	0%	64	433	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	49	331	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	50	338	0	0
Mar 31, 2025	NEA MANAGEMENT COMPANY, LLC	31.82%	2.73M	18.43M	0	0
Mar 31, 2025	LEGACY WEALTH ASSET MANAGEMENT, LLC	0.35%	29.91K	202.17K	0	0
Mar 31, 2025	NORTHERN TRUST CORP	0.36%	30.87K	208.68K	-1.78K	-5.44%
Mar 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	66	446	66	+100.00%
Mar 31, 2025	GROUP ONE TRADING, L.P.	0.03%	2.78K	18.76K	0	0
Mar 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0.66%	56.16K	379.66K	-100	-0.18%
Mar 31, 2025	DEUTSCHE BANK AG\	0%	21	142	21	+100.00%
Mar 31, 2025	DEER MANAGEMENT CO. LLC	11.66%	999.22K	6.75M	0	0
Mar 31, 2025	GREYCROFT LP	1.61%	138.35K	935.26K	0	0
Mar 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0%	71	480	-7	-8.97%
Mar 31, 2025	MASSMUTUAL TRUST CO FSB/ADV	0%	125	845	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	144	973	-9	-5.88%
Mar 31, 2025	MCF ADVISORS LLC	0%	250	1.69K	0	0
Mar 31, 2025	MORGAN STANLEY	0.05%	3.96K	26.74K	-138	-3.37%
Mar 31, 2025	STATE STREET CORP	0.14%	12.38K	83.7K	0	0
Mar 31, 2025	PENDERFUND CAPITAL MANAGEMENT LTD.	0.34%	29.12K	4.04M	29.12K	+100.00%

Insiders

Insiders	Designation	Shares Held
NEA 18 VENTURE GROWTH EQUITY, L.P.		1.65M
NEW ENTERPRISE ASSOCIATES 15, L.P.		1.53M
NEA 15 GP, LLC		1.53M
NEW ENTERPRISE ASSOCIATES 16, L.P.		787.98K
WALKER PAUL EDWARD		488.7K
SANDELL SCOTT D		488.7K
FLORENCE ANTHONY A. JR.		488.7K
BASKETT FOREST		488.7K
NEW ENTERPRISE ASSOCIATES 17, L.P.		488.7K
CHANG CARMEN		488.7K
BEHBAHANI ALI		488.7K
YANG RICK		488.7K
MATHERS EDWARD T		488.7K
MIKAN GEORGE LAWRENCE III	CEO & President	249.45K
MATUSHAK JAY	Chief Financial Officer	40.56K
OROZCO TOMAS	EVP, Consumer Care	29.33K
CRAIG JEFFERY MICHAEL	GC & Corporate Secretary	20.1K
SCHERMAN JEFFREY J	Chief Accounting Officer	12.46K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 02, 2025	SANDELL SCOTT D	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	MATHERS EDWARD T	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	YANG RICK	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	WALKER PAUL EDWARD	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	BEHBAHANI ALI	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	CHANG CARMEN	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	NEW ENTERPRISE ASSOCIATES 15, L.P.	SALE	6.75	280	1.89K	1.53M
Oct 02, 2025	NEA 15 GP, LLC	SALE	6.75	280	1.89K	1.53M
Oct 02, 2025	NEW ENTERPRISE ASSOCIATES 16, L.P.	SALE	6.75	280	1.89K	787.98K
Oct 02, 2025	NEW ENTERPRISE ASSOCIATES 17, L.P.	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	NEA 18 VENTURE GROWTH EQUITY, L.P.	SALE	6.75	2.46K	16.57K	1.65M
Oct 02, 2025	BASKETT FOREST	SALE	6.75	280	1.89K	488.7K
Oct 02, 2025	FLORENCE ANTHONY A. JR.	SALE	6.75	280	1.89K	488.7K
May 12, 2025	MATUSHAK JAY	SALE	6.76	472	3.19K	40.56K
May 12, 2025	SCHERMAN JEFFREY J	SALE	6.76	112	757.12	12.46K
Mar 14, 2025	CRAIG JEFFERY MICHAEL	SALE	6.13	899	5.51K	20.1K
Mar 14, 2025	SCHERMAN JEFFREY J	SALE	6.13	353	2.16K	12.23K
Mar 14, 2025	MIKAN GEORGE LAWRENCE III	SALE	6.13	12.44K	76.26K	249.45K
Mar 14, 2025	MATUSHAK JAY	SALE	6.13	1.54K	9.45K	40.05K
Mar 14, 2025	OROZCO TOMAS	SALE	6.13	1.23K	7.52K	29.33K
Mar 13, 2025	CRAIG JEFFERY MICHAEL	SALE	6.74	2.6K	17.49K	21K
Mar 13, 2025	OROZCO TOMAS	SALE	6.74	3.54K	23.86K	30.55K
Mar 13, 2025	SCHERMAN JEFFREY J	SALE	6.74	1.02K	6.87K	12.59K
Mar 13, 2025	MATUSHAK JAY	SALE	6.74	4.45K	29.98K	41.59K
Mar 13, 2025	MIKAN GEORGE LAWRENCE III	SALE	6.74	35.9K	241.94K	261.89K
Mar 12, 2025	MIKAN GEORGE LAWRENCE III	SALE	6.93	13.18K	91.34K	297.79K
Mar 12, 2025	SCHERMAN JEFFREY J	SALE	6.93	375	2.6K	13.61K
Mar 12, 2025	OROZCO TOMAS	SALE	6.93	1.3K	9.01K	34.09K
Mar 12, 2025	CRAIG JEFFERY MICHAEL	SALE	6.93	953	6.6K	23.6K
Mar 12, 2025	MATUSHAK JAY	SALE	6.93	1.63K	11.32K	46.04K
Mar 11, 2025	MIKAN GEORGE LAWRENCE III	SALE	6.85	3.75K	25.67K	180.97K
Mar 11, 2025	MATUSHAK JAY	SALE	6.85	814	5.58K	23.67K
Mar 11, 2025	OROZCO TOMAS	SALE	6.85	617	4.23K	11.39K
Mar 11, 2025	CRAIG JEFFERY MICHAEL	SALE	6.85	195	1.34K	10.55K
Mar 11, 2025	SCHERMAN JEFFREY J	SALE	6.85	427	2.92K	8.48K
Mar 10, 2025	CRAIG JEFFERY MICHAEL	SALE	7.06	2	14.12	10.75K
Mar 10, 2025	OROZCO TOMAS	SALE	7.06	20	141.2	12.01K
Mar 10, 2025	SCHERMAN JEFFREY J	SALE	7.06	184	1.3K	8.91K
Mar 10, 2025	MIKAN GEORGE LAWRENCE III	SALE	7.06	1.6K	11.32K	184.72K
Mar 10, 2025	MATUSHAK JAY	SALE	7.06	184	1.3K	24.49K
Mar 07, 2025	SCHERMAN JEFFREY J	SALE	7.19	620	4.46K	7.81K
Mar 07, 2025	MIKAN GEORGE LAWRENCE III	SALE	7.19	26.66K	191.69K	178.76K
Mar 07, 2025	MATUSHAK JAY	SALE	7.19	1.86K	13.37K	22.23K
Mar 07, 2025	OROZCO TOMAS	SALE	7.19	620	4.46K	9.7K
Mar 07, 2025	CRAIG JEFFERY MICHAEL	SALE	7.19	1.24K	8.92K	10.17K
Jan 06, 2025	CRAIG JEFFERY MICHAEL	SALE	7.33	2.49K	18.22K	7.56K
Jan 06, 2025	MIKAN GEORGE LAWRENCE III	SALE	7.33	31.8K	233.08K	146.54K
Jan 06, 2025	MATUSHAK JAY	SALE	7.33	4.97K	36.43K	17.75K
Jan 06, 2025	OROZCO TOMAS	SALE	7.33	1.23K	9.04K	7.83K
Jan 06, 2025	SCHERMAN JEFFREY J	SALE	7.33	1.37K	10.03K	5.94K
Dec 17, 2024	MIKAN GEORGE LAWRENCE III	SALE	4.18	16.8K	70.24K	83.03K
Oct 07, 2024	MATUSHAK JAY	SALE	5.18	87	450.66	9.48K
Oct 01, 2024	MATHERS EDWARD T	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	CHANG CARMEN	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	WALKER PAUL EDWARD	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	NEW ENTERPRISE ASSOCIATES 16, L.P.	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	FLORENCE ANTHONY A. JR.	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	NEW ENTERPRISE ASSOCIATES 15, L.P.	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	BASKETT FOREST	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	NEW ENTERPRISE ASSOCIATES 17, L.P.	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	YANG RICK	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	BEHBAHANI ALI	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	SANDELL SCOTT D	PURCHASE	0.01	61.87K	618.65	185.59K
Oct 01, 2024	NEA 18 VENTURE GROWTH EQUITY, L.P.	PURCHASE	0.01	185.6K	1.86K	556.78K
May 10, 2024	SCHERMAN JEFFREY J	SALE	6.05	113	683.65	3.67K
May 10, 2024	MATUSHAK JAY	SALE	6.05	317	1.92K	9.3K
Apr 08, 2024	BEHBAHANI ALI	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	BASKETT FOREST	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	NEA 18 VENTURE GROWTH EQUITY, L.P.	PURCHASE	0.01	371.19K	3.71K	371.19K
Apr 08, 2024	NEW ENTERPRISE ASSOCIATES 17, L.P.	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	NEW ENTERPRISE ASSOCIATES 16, L.P.	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	FLORENCE ANTHONY A. JR.	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	MATHERS EDWARD T	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	SANDELL SCOTT D	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	WALKER PAUL EDWARD	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	YANG RICK	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	NEW ENTERPRISE ASSOCIATES 15, L.P.	PURCHASE	0.01	123.73K	1.24K	123.73K
Apr 08, 2024	CHANG CARMEN	PURCHASE	0.01	123.73K	1.24K	123.73K
Mar 18, 2024	MIKAN GEORGE LAWRENCE III	SALE	7.27	4.99K	36.28K	64.83K
Mar 18, 2024	SCHERMAN JEFFREY J	SALE	7.27	568	4.13K	3.44K
Mar 18, 2024	OROZCO TOMAS	SALE	7.27	822	5.98K	5.09K
Mar 18, 2024	MATUSHAK JAY	SALE	7.27	1.08K	7.87K	8.64K
Mar 18, 2024	CRAIG JEFFERY MICHAEL	SALE	7.27	260	1.89K	3.43K
Mar 15, 2024	OROZCO TOMAS	SALE	7.10	79	560.9	5.91K
Mar 15, 2024	MATUSHAK JAY	SALE	7.10	248	1.76K	9.73K
Mar 15, 2024	SCHERMAN JEFFREY J	SALE	7.10	98	695.8	4.01K
Mar 15, 2024	CRAIG JEFFERY MICHAEL	SALE	7.10	151	1.07K	3.69K
Mar 15, 2024	MIKAN GEORGE LAWRENCE III	SALE	7.10	3.44K	24.44K	69.82K
Mar 14, 2024	CRAIG JEFFERY MICHAEL	SALE	7.06	105	741.3	3.84K
Mar 14, 2024	MIKAN GEORGE LAWRENCE III	SALE	7.06	2.4K	16.93K	73.26K
Mar 14, 2024	OROZCO TOMAS	SALE	7.06	54	381.24	5.99K
Mar 14, 2024	MATUSHAK JAY	SALE	7.06	173	1.22K	9.97K
Mar 14, 2024	SCHERMAN JEFFREY J	SALE	7.06	68	480.08	4.11K
Mar 13, 2024	SCHERMAN JEFFREY J	SALE	7.30	99	722.7	4.17K
Mar 13, 2024	CRAIG JEFFERY MICHAEL	SALE	7.30	152	1.11K	3.94K
Mar 13, 2024	MATUSHAK JAY	SALE	7.30	251	1.83K	10.15K
Mar 13, 2024	OROZCO TOMAS	SALE	7.30	78	569.4	6.05K
Mar 13, 2024	MIKAN GEORGE LAWRENCE III	SALE	7.30	3.46K	25.28K	75.66K
Mar 12, 2024	CRAIG JEFFERY MICHAEL	SALE	7.76	70	543.2	4.09K
Mar 12, 2024	MIKAN GEORGE LAWRENCE III	SALE	7.76	1.6K	12.4K	79.13K
Mar 12, 2024	MATUSHAK JAY	SALE	7.76	116	900.16	10.4K
Mar 12, 2024	SCHERMAN JEFFREY J	SALE	7.76	45	349.2	4.27K
Mar 12, 2024	OROZCO TOMAS	SALE	7.76	36	279.36	6.13K
Mar 11, 2024	SCHERMAN JEFFREY J	SALE	8.11	76	616.36	4.32K
Mar 11, 2024	MIKAN GEORGE LAWRENCE III	SALE	8.11	2.66K	21.61K	80.72K
Mar 11, 2024	MATUSHAK JAY	SALE	8.11	193	1.57K	10.51K
Mar 11, 2024	CRAIG JEFFERY MICHAEL	SALE	8.11	117	948.87	4.16K
Mar 11, 2024	OROZCO TOMAS	SALE	8.11	60	486.6	6.16K
Mar 08, 2024	OROZCO TOMAS	SALE	8.42	115	968.3	6.22K
Mar 08, 2024	CRAIG JEFFERY MICHAEL	SALE	8.42	224	1.89K	4.28K
Mar 08, 2024	MIKAN GEORGE LAWRENCE III	SALE	8.42	5.1K	42.91K	83.39K
Mar 08, 2024	SCHERMAN JEFFREY J	SALE	8.42	145	1.22K	4.39K
Mar 08, 2024	MATUSHAK JAY	SALE	8.42	369	3.11K	10.71K
Mar 07, 2024	OROZCO TOMAS	SALE	9.88	179	1.77K	6.34K
Mar 07, 2024	SCHERMAN JEFFREY J	SALE	9.88	224	2.21K	4.54K
Mar 07, 2024	CRAIG JEFFERY MICHAEL	SALE	9.88	347	3.43K	4.51K
Mar 07, 2024	MATUSHAK JAY	SALE	9.88	570	5.63K	11.08K
Mar 07, 2024	MIKAN GEORGE LAWRENCE III	SALE	9.88	7.89K	77.91K	88.48K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES5.82K13

NET SHARES-5.82K13

SHARES HELD9.89M13

% NET SHARES-100.06%0%

NEUE Stock Ownership Breakdown

NeueHealth

Stock Outstanding Shares

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Insiders

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Insider Transaction Summary (6 Months)

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