| 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 | 16.58 mm | 63.87 mm | 99.29 mm | n/a | n/a |
| Cash remaining | n/a | 164.01 mm | 116.72 mm | 81.30 mm | n/a | n/a |
| Runway (months of cash) | n/a | 40.0 | 7.4 | 3.3 | n/a | n/a |
| 13F holders | Current |
|---|---|
| Total holders | 432 |
| Opened positions | 104 |
| Closed positions | 66 |
| Increased positions | 166 |
| Reduced positions | 103 |
| 13F shares | Current |
|---|---|
| Total value | 9.79 tn |
| Total shares | 304.65 mm |
| Total puts | 4.10 mm |
| Total calls | 5.04 mm |
| Total put/call ratio | 0.8 |
| Largest owners | Shares | Value |
|---|---|---|
| Baillie Gifford & Co | 32.93 mm | $1.44 tn |
| Andreessen Horowitz Fund IV | 32.85 mm | $1.52 bn |
| MS Morgan Stanley | 22.23 mm | $971.10 bn |
| General Catalyst Group Management Holdings GP | 21.43 mm | $1.04 bn |
| Vanguard | 20.98 mm | $916.55 bn |
| General Catalyst Group Management | 17.44 mm | $762.05 bn |
| T. Rowe Price | 16.14 mm | $704.99 mm |
| FMR | 14.74 mm | $644.13 bn |
| BlackRock | 12.24 mm | $534.66 bn |
| Sands Capital Management | 10.37 mm | $453.05 bn |
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 26 Feb 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 50.2439 | 51,301 | 2.58 mm | 952,559 |
| 26 Feb 25 | Sanjit Biswas | Class A Common Stock | Sell | Dispose S | Yes | Yes | 50.2374 | 41,411 | 2.08 mm | 1,444,848 |
| 25 Feb 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 49.7398 | 12,928 | 643.04 k | 567,000 |
| 25 Feb 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 49.0185 | 6,456 | 316.46 k | 579,928 |
| 25 Feb 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 48.1476 | 7,616 | 366.69 k | 586,384 |
| 25 Feb 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 49.7595 | 277 | 13.78 k | 126,000 |
| 25 Feb 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 49.2671 | 2,957 | 145.68 k | 126,277 |
| 25 Feb 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 48.2766 | 2,766 | 133.53 k | 129,234 |
| 25 Feb 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 49.7645 | 45,391 | 2.26 mm | 1,003,860 |
| 25 Feb 25 | John Bicket | Class A Common Stock | Sell | Dispose S | Yes | Yes | 48.9935 | 18,293 | 896.24 k | 1,049,251 |
