| Quarter (USD) | Nov 24 | Aug 24 | May 24 | Feb 24 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Feb 24 | Jan 23 | Jan 22 | |
|---|---|---|---|---|
| Revenue | ||||
| Cost of revenue | ||||
| Operating income | ||||
| Operating margin | ||||
| Net income | ||||
| Net profit margin | ||||
| Cash on hand | ||||
| Change in cash | ||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 180.59 mm | 180.59 mm | 180.59 mm | 180.59 mm | 180.59 mm | 180.59 mm |
| Cash burn (monthly) | (no burn) | 4.10 mm | 15.79 mm | 24.55 mm | (no burn) | (no burn) |
| Cash used (since last report) | n/a | 11.99 mm | 46.19 mm | 71.81 mm | n/a | n/a |
| Cash remaining | n/a | 168.60 mm | 134.39 mm | 108.78 mm | n/a | n/a |
| Runway (months of cash) | n/a | 41.1 | 8.5 | 4.4 | n/a | n/a |
| 13F holders | Current |
|---|---|
| Total holders | 391 |
| Opened positions | 102 |
| Closed positions | 43 |
| Increased positions | 144 |
| Reduced positions | 93 |
| 13F shares | Current |
|---|---|
| Total value | 9.82 tn |
| Total shares | 298.14 mm |
| Total puts | 2.88 mm |
| Total calls | 4.23 mm |
| Total put/call ratio | 0.7 |
| Largest owners | Shares | Value |
|---|---|---|
| Andreessen Horowitz Fund IV | 43.80 mm | $2.03 bn |
| Baillie Gifford & Co | 33.84 mm | $1.63 tn |
| General Catalyst Group Management | 23.30 mm | $1.12 tn |
| General Catalyst Group Management Holdings GP | 23.30 mm | $1.11 bn |
| Vanguard | 20.12 mm | $967.95 bn |
| T. Rowe Price | 16.45 mm | $791.80 mm |
| MS Morgan Stanley | 15.86 mm | $763.02 bn |
| FMR | 11.89 mm | $572.18 bn |
| BlackRock | 11.23 mm | $540.30 bn |
| Sands Capital Management | 8.22 mm | $395.34 bn |
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 29 Jan 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 51.1616 | 1,283 | 65.64 k | 621,000 |
| 29 Jan 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 51.5533 | 600 | 30.93 k | 1,226,559 |
| 29 Jan 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 50.9088 | 60,965 | 3.10 mm | 1,227,159 |
| 28 Jan 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 51.8786 | 7,827 | 406.05 k | 622,283 |
| 28 Jan 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 51.2839 | 13,138 | 673.77 k | 630,110 |
| 28 Jan 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 50.2471 | 2,670 | 134.16 k | 643,248 |
| 28 Jan 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 49.1806 | 2,082 | 102.39 k | 645,918 |
| 28 Jan 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 51.079 | 1,422 | 72.63 k | 138,000 |
| 28 Jan 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 50.2132 | 2,498 | 125.43 k | 139,422 |
| 28 Jan 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 49.2018 | 2,080 | 102.34 k | 141,920 |
