Drag a card by its title · ⚙ to size, swap or remove

The company

AI Financial Corporation

AIFC · Nasdaq

FinancialsExchanges & fin. dataNot moving yetAICrypto

AIFC stood above a rising 150-day average in 0 of the last 52 weekly readings. It is 51.7% below that average now. Exchanges & Financial Data: 31% of its 16 stocks in an uptrend (+6 points in four weeks); Financials: 49% (−4 points in four weeks).

SEC filings

Statistics

Rotation: Not moving yet
Weeks in an uptrend: out for 52
Industry in uptrend: 31% +6 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $0
Officials’ trades on record: 0
Institutions holding: 71 (-14)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 0 of 52 weeks.

22 Apr – 21 Oct

Exchanges & fin. data: A minority of its stocks are in an uptrend and the share has been climbing. Financials: About half its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0

Sale orders, 12 months0

Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders71-14 on the quarter

New · exited12 · 25

Reported value$23.4M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
CRCM LPadded · filed 12 Aug 2026	12,701,530$7.4M	+90,000+0.7%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	6,156,643$3.6M	+676,992+12.4%
Diametric Capital, LPreduced · filed 14 Aug 2026	5,394,578$3.2M	-806,042−13.0%
BlackRock, Inc.reduced · filed 7 Aug 2026	2,489,615$1.5M	-302,709−10.8%
UBS Group AGadded · filed 13 Aug 2026	2,267,328$1.3M	+375,710+19.9%
ExodusPoint Capital Management, LPreduced · filed 14 Aug 2026	2,170,301$1.3M	-84,609−3.8%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	1,597,432$935K	+106,065+7.1%
Jump Financial, LLCunchanged · filed 13 Aug 2026	1,000,000$585K	00.0%
PRELUDE CAPITAL MANAGEMENT, LLCreduced · filed 14 Aug 2026	799,389$468K	-2,150,766−72.9%
VANGUARD FIDUCIARY TRUST COadded · filed 13 Aug 2026	778,862$456K	+5,108+0.7%

31 Mar 2023 – 30 Jun 2026

News

Coast Raises $35M to Expand AI Financial Platform.ventureburn.com · 23 Oct 2026 Gartner Says 44% of CEOs Struggle to Demonstrate AI Financial Returns as Technology Becomes Central to Growthfinanznachrichten.de · 20 Oct 2026 FCA: Boundary between regulated and unregulated AI financial advice becoming blurredprofessionaladviser.com · 19 Oct 2026 FCA sounds the alarm on rise of unregulated AI financial advicecityam.com · 19 Oct 2026 RBI's 'Samvad 2026' kicks off, focuses on monetary policy, AI and financial stabilityprokerala.com · 19 Oct 2026 Do This Before Acting on AI Financial Advicekiplinger.com · 15 Oct 2026 AI Financial Corporation Rebrands Its Biotech Business as Drew Therapeutics in Honor of Andrew Witkoff, Who Succumbed to Opioid Addiction in 2011hawaiitelegraph.com · 14 Oct 2026 AI Financial Corporation Rebrands Its Biotech Business as Drew Therapeutics ...pr-inside.com · 14 Oct 2026

Everyone who traded it

David C. Danziger Director · last 14 Aug 20251 · 0

Virland A. Johnson CFO · last 30 May 20254 · 9

Peter Tassiopoulos Chief Executive Officer · last 9 Sep 20241 · 0

Antonios Isaac Chief Executive Officer · last 5 Jan 20230 · 0

Isaac Capital Group, Llc 10% owner · last 25 Apr 20193 · 3

Jon Isaac 10% owner · last 25 Apr 20190 · 1

Richard Butler Director · last 10 Aug 20180 · 0

Timothy Matula Director · last 10 Aug 20180 · 0

Bradley Bremer President of ApplianceSmart · last 23 Aug 20171 · 6

Dennis Gao Director · last 29 Dec 20160 · 0

Edward R. Cameron CEO · last 1 Sep 20156 · 1

Dean Pickerell Director · last 8 May 20140 · 0

Same industry

FDS FactSet Research SystemsIn trend+26%

MORN MorningstarIn trend+16%

NDAQ NasdaqIn trend+6%

MSCI MsciJust started moving+5%

MCO Moody'sJust started moving+3%

CBOE Cboe Global MarketsAbove a falling average+9%

CME CME GroupAbove a falling average+8%

SPGI S&P GlobalAbove a falling average+8%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 27 Dec 202541.0%

Operating profit marginFY 2025 · to 27 Dec 2025-92.0%

Free cash flow marginFY 2025 · to 27 Dec 2025-28.9%

Return on capital employedFY 2025 · to 27 Dec 2025-2.0%

Debt to equityFY 2025 · to 27 Dec 20250.00×

Share count trendFY 2025 · to 9 Apr 20260.5%

Cash and equivalentsFY 2025 · to 27 Dec 2025$6.2M

Free cash flowFY 2025 · to 27 Dec 2025−$7.2M

Analyst forecasts

No analyst forecasts yet.