Accounting, tax and benefits advisory outsourcer
Sector: saas
3 tracked filer(s) hold this · 2 opened, 0 added, 0 trimmed in 30-JUN-2026
Aggregate 13FScore 50 — mean of 3 scored holder(s) · buyers (new/add) avg 54. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Engine Capital | 53 | New buy | 201,998 | $6,480,096 | 0.6% |
| Bridgewater | 55 | New buy | 11,093 | $355,863 | 0.0% |
| Ancora | 42 | Holds (flat) | 500 | $16,040 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-03-17 | Lakhia Brad S. | officer | 12,775 | $331,767 | Form 4 |
3 disclosed trade(s) by 2 filer(s).