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$22.54 -0.50 (-2.15%) At close · Jul 28
Market Cap
$701.62M
Shares
30.47M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$23.03 Open$23.13 Day$22.24–23.49 52W$19.71–72.87 Avg vol 30d2.3M Short int877K · 2.9% float · 1.0d Short vol42% DataMar 2024–Jul 2026

Up next

FQ3-26 quarter ends
~Sep 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Bullish Fundamentals Limited Quant / Vol Very High
Market backdrop VIX 18.2 · elevated Equity put/call 0.71
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −25%
below
Price vs 50-day avg −34%
below
RSI (14) 35
neutral
MACD trend Positive
52-week position 6%
near low
Momentum
relative strength
Very Weak
1-month return −9%
trailing
6-month return −25%
trailing
YTD return −25%
this year
Relative strength −32%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $35 › 200d $31 — 50d above 200d
Institutional flow Accumulating
65 of 132 funds reported for Jun 30 · net +263.5K sh shares · +19 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
2.88% of float · ▼ -28.4% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
132 holders — near 2-yr high, broad support
Squeeze score 36
low risk · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very High
Volatility 101%
annualized · 1-yr
Max drawdown −68%
past year
ATR 9.8%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Sell
3 · 2 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−25% Bearish
Price vs 50-day avg
−34% Bearish
RSI (14)
35 Neutral
MACD trend
Positive Bullish
52-week position
6% Bearish
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $35 › 200d $31 — 50d above 200d
Institutional flow Accumulating
65 of 132 funds reported for Jun 30 · net +263.5K sh shares · +19 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
2.88% of float · ▼ -28.4% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
132 holders — near 2-yr high, broad support
Price context
position in its 52-week range
52-wk low $20 Now $23 · 6% 52-wk high $73
vs 200-day avg -25% vs 50-day avg -34%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
DXYZ
Destiny Tech100 Inc.
this stock
$701.62M -24.8% 2.9%
BLK
BlackRock, Inc.
$345.92B +3.1% +16.2% 26.7 0.6%
BX
Blackstone Inc.
$99.47B -12.1% +9.2% 34.3 3.2%
BN
BROOKFIELD Corp /ON/
$94.64B -7.4% 0.7%
KKR
KKR & Co. Inc.
$92.18B -19.3% -11.0% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
144
% held
8.5%
Reported
65 of 132
Top holder
Newtyn Management, LLC
Held Float
View
Held by Funds
Fund positions
1
View
Short & Settlement
Short Interest Falling
Shares short
876.8K
Days to cover
1.0d
Change
-347.6K sh
View
Short Volume
Short vol %
42%
As of
Jul 28, 2026
Short Total
View
Fails to Deliver
FTD shares
314
Value
$8.4K
As of
Jun 23, 2026
View
Off-Exchange
Off-exchange %
57.4%
Week of
May 4, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Oct 17, 2025
This year
0
View
Exempt Offerings
Offering
$250.0M
Filed
Feb 12, 2021
View

Performance

5D 20D 120D MTD YTD
DXYZ -6.3% -8.6% -25.4% -10.6% -24.8%
SPY -0.4% +1.4% +6.3% -1.0% +8.4%
vs SPY -5.9% -10.0% -31.6% -9.6% -33.2%
Key facts CIK 1843974 CUSIP 25063F107 13F (30d) 58 filings 58 filers Visit website