Blucora Inc (BCOR)

COMMUNICATIONS: INTERNET
SIC: FINANCE SERVICES

3200 OLYMPUS BLVD. DALLAS, TX 75019

Blucora, Inc. is on the forefront of financial technology, a provider of data and technology-driven solutions that empower people to improve their financial wellness. Blucora operates in two segments including (i) wealth management, through its Avantax Wealth Management brand, with a collective $83 billion in total client assets as of December 31, 2020, and (ii) tax preparation, through its TaxAct business, a market leader in tax preparation software with approximately 3 million consumer and more than 23,000 professional users in 2020. With integrated tax-focused software and wealth management, Blucora is uniquely positioned to assist our customers in achieving better long-term outcomes via holistic, tax-advantaged solutions.

Data as of 2021-08-02 07:28:28 -0400
Market Cap816.297 Million Shares Outstanding48.416 Million Avg 30-day Volume188.898 Thousand
P/E Ratio2120.25299 Dividend Yield EPS0.008
Price/Sales1.06 Debt to Equity3.25 EBITDA80.423 Million
Price to Book Value2.37 Forward PE-66.55 Enterprise Value1.179 Billion
Total Cash191.803 Million Current Debt123.909 Million Gross Profit363.879 Million
BETA1.04683 52-week High/Low18.83 / 8.37 Next Earnings Date2021-08-04 Price to Cash FLow (P/CF) 22.4895
Data provided by IEX Cloud

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View SEC Filings from BCOR instead.
Q1 2021 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 1 1 0.0% 1 (0.06%) 1 (0.06%) 0.0%
Funds Holding: 139 147 -5.44% 41 (2.41%) 41 (2.38%) 0.0%
13F shares: 43.862 Million 43.432 Million 0.99% 17.099 Million 16.165 Million 5.77%
% Ownership 90.9262 90.4006 0.58% 35.4464 33.6474 5.35%
New Positions: 16 19 -15.79% 9 9 0.0%
Increased Positions 45 52 -13.46% 12 15 -20.0%
Closed Positions 23 20 15.0% 9 11 -18.18%
Reduced Positions 55 52 5.77% 16 16 0.0%
Total Calls 400.699 Thousand 260.322 Thousand 53.92% 187.7 Thousand 221.1 Thousand -15.11%
Total Puts 818.921 Thousand 274.515 Thousand 198.32% 346.3 Thousand 61.8 Thousand 460.36%
PUT/CALL Ratio 2.04 1.05 94.29% 1.84 0.28 557.14%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding BCOR (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding BCOR BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

BRUDER ANN J. CHIEF LEGAL OFFICER & SEC'Y

  • Officer
89,701 2021-07-08 5

MACKAY TODD C PRESIDENT OF WEALTH MGMT

  • Officer
96,038 2021-07-08 7

MURRAY STACY PRINCIPAL ACCOUNTING OFFICER

  • Officer
13,750 2021-06-26 4

WALTERS CHRISTOPHER WILLIAM CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
289,511 2021-05-21 4

CAMPBELL CURTIS A PRESIDENT SOFTWARE

  • Officer
81,066 2021-05-21 3

MEHLMAN MARC CHIEF FINANCIAL OFFICER

  • Officer
43,662 2021-04-27 3

ZAPPONE MARY SLAGLE

  • Director
52,937 2021-04-26 1

PROCTOR GEORGANNE

  • Director
45,639 2021-04-26 1

ALDRICH STEVEN

  • Director
39,521 2021-04-26 1

HAYLES CAROL

  • Director
29,737 2021-04-26 1

MACILWAINE JOHN

  • Director
29,737 2021-04-26 1

SCHREUDER JANA R

  • Director
29,323 2021-04-26 1

ERNST MARK A

  • Director
53,323 2021-04-26 3

RAO KARTHIK

  • Director
28,169 2021-04-26 3

PERRY TINA

  • Director
18,520 2021-04-26 3

CARSLEY MIMI INTERIM CFO

  • Officer
30,647 2020-03-16 0

TAYLOR TRANSIENT C CHIEF HR OFFICER

  • Officer
32,273 2020-01-09 0

HOGAN MICHAEL P PRES. TAX-SMART INNOVATION

  • Officer
44,104 2020-01-09 0

VASQUEZ ENRIQUE M PRESIDENT OF WEALTH MANAGEMENT

  • Officer
24,478 2020-01-09 0

CLENDENING JOHN S PRESIDENT AND CEO

  • Officer
  • Director
634,297 2020-01-02 0

ATHWAL DAVINDER S CHIEF FINANCIAL OFFICER

  • Officer
44,681 2020-01-02 0

ATWELL WILLIAM L

  • Director
39,456 2019-05-28 0

GARDNER H. MCINTYRE

  • Director
16,189 2019-05-23 0

PALMER JOHN DAVID PRINCIPAL ACCOUNTING OFFICER

  • Officer
6,014 2019-05-13 0

TAYLOR TRANSIENT C CHIEF HR OFFICER

TAYLOR TRANSIENT C CHIEF HR OFFICER

  • Officer
12,914 2019-01-02 0

OROS ROBERT D CEO OF H.D. VEST, INC.

  • Officer
42,515 2018-11-05 0

STEVENSON MATHIEU FREDERIC CHIEF MARKETING OFFICER

  • Officer
35,648 2018-10-24 0

DUNN LANCE G

  • Director
59,630 2018-09-28 0

BASKARAN SANJAY PRESIDENT, TAXACT, INC.

  • Officer
65,381 2018-02-20 0

EMANS ERIC MICHAEL CHIEF FINANCIAL OFFICER

  • Officer
113,022 2017-10-25 0

HUEBNER ELIZABETH

  • Director
52,713 2017-06-01 0

SNYDER ANDREW MILES

  • Director
1,284,370 2017-05-22 0

FINKELSTEIN MARK A CHIEF LEGAL & ADMIN OFFICER

  • Officer
17,550 2017-05-04 0

LUTHI BERNARD W PRESIDENT OF MONOPRICE

  • Officer
No longer subject to file 2016-11-17 0

KINTZEL JOANN PRESIDENT, TAXACT, INC.

  • Officer
No longer subject to file 2016-11-07 0

TURAY PAMELA MARGARET CHIEF HUMAN RESOURCES OFFICER

  • Officer
14,347 2016-10-14 0

MANSOUR PETER PRESIDENT, INFOSPACE LLC

  • Officer
No longer subject to file 2016-08-09 0

CLARK-BOLT BRETT JEFFERSON EVP OF HR

  • Officer
12,710 2016-07-02 0

CUNNINGHAM JOHN E IV

  • Director
72,733 2016-05-31 0

HOOPER STEVE

  • Director
49,910 2016-05-24 0

CHUNG DAVID H S

  • Director
50,910 2016-05-24 0

RUCKELSHAUS WILLIAM J PRESIDENT AND CEO

  • Officer
  • Director
No longer subject to file 2016-03-31 0

OCHS ROGER CARLTON CEO OF H.D. VEST, INC.

  • Officer
0 2016-01-01 0

ALLEN GEORGE EXEC. VP-CORPORATE DEVELOPMENT

  • Officer
22,279 2015-07-02 0

GARNETT NATHAN GEN COUNSEL & SECRETARY

  • Officer
23,697 2015-05-07 0

SCHOEMAKER LINDA A GENERAL COUNSEL AND SECRETARY

  • Officer
27,056 2014-07-02 0

KUMAR AJAY PRESIDENT OF MONOPRICE

  • Officer
60,217 2014-06-30 0

GLOVER MICHAEL JOHN BOYD PRESIDENT OF INFOSPACE LLC

  • Officer
41,710 2014-04-07 0

HAIMOVITZ JULES

  • Director
18,000 2013-05-22 0

VOELKER JAMES

  • Director
9,000 2012-11-06 0

HEARNEY RICHARD D

  • Director
13,500 2012-05-31 0

TAFFER LEWIS M

  • Director
9,000 2012-05-14 0

MCELFRESH TRAVIS CHIEF TECHNOLOGY OFFICER

  • Officer
74,669 2012-03-20 0

HAWTHORNTHWAITE STEPHEN P VP, CORPORATE DEVELOPMENT

  • Officer
97,993 2011-09-22 0

BEHL NIKHIL CEO, MERCANTILA

  • Officer
78,993 2011-05-10 0

BINDER DAVID BRADLEY CFO AND TREASURER

  • Officer
150,098 2011-04-01 0

PINNEY ALESIA LEE GENERAL COUNSEL AND SECRETARY

  • Officer
75,753 2011-01-20 0

CHANG LEO S. CHIEF TECHNOLOGY OFFICER

  • Officer
No longer subject to file 2010-10-15 0

LANSING WILLIAM J PRESIDENT AND CEO

  • Officer
  • Director
253,452 2010-08-02 0

RODKIN JOHN J GENERAL MANAGER OF SEARCH

  • Officer
135,120 2010-06-01 0

KELLY BRADEN R

  • Director
4,500 2010-05-11 0

TORRES ALEJANDRO CARRILLO GENERAL COUNSEL AND SECRETARY

  • Officer
23,131 2009-07-10 0

TRONSRUE GEORGE M III

  • Director
0 2009-06-04 0

WEST STUART VP CORPDEV-CHIEF STRATEGY OFCR

  • Officer
0 2009-05-11 0

ALLENBAUGH BRUCE MICHAEL CHIEF MARKETING OFFICER

  • Officer
No longer subject to file 2009-02-02 0

THOMAS SUNIL CHIEF TECHNOLOGY OFFICER

  • Officer
52,313 2009-01-10 0

MERRILL LYNCH & CO INC

MERRILL LYNCH PIERCE FENNER & SMITH INC

  • 10% Owner
No longer subject to file 2008-12-18 0

GRAZIANO NICK

  • Director
0 2008-05-12 0

SANDELL ASSET MANAGEMENT CORP

  • Director
0 2008-05-12 0

EASTER ROBERT BRUCE JR. SVP - SECRETARY & GEN. COUNSEL

  • Officer
No longer subject to file 2007-12-28 0

ELFMAN STEVEN LAWRENCE EVP MOBILE DIVISION

  • Officer
No longer subject to file 2007-12-28 0

HSIEH ALLEN CHIEF FINANCIAL OFFICER

  • Officer
No longer subject to file 2007-12-28 0

MCMANUS BRIAN T EVP - ONLINE

  • Officer
No longer subject to file 2007-12-28 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

MACKAY TODD C - Officer PRESIDENT OF WEALTH MGMT

2021-07-09 20:17:05 -0400 2021-07-08 F 2,167 $16.54 d 96,038 direct -1.4052 -6.733 0.0 1 -6.733 6

BRUDER ANN J. - Officer CHIEF LEGAL OFFICER & SEC'Y

2021-07-09 20:19:17 -0400 2021-07-08 F 1,507 $16.54 d 89,701 direct -1.4052 -6.733 0.0 1 -6.733 6

MURRAY STACY - Officer PRINCIPAL ACCOUNTING OFFICER

2021-06-29 16:55:35 -0400 2021-06-26 F 264 $17.79 d 13,750 direct 0.4044 -4.4483 0.4044 2 -4.4483 6

MACKAY TODD C - Officer PRESIDENT OF WEALTH MGMT

2021-06-16 17:01:13 -0400 2021-06-14 F 3,334 $16.95 d 98,205 direct -3.1561 -1.052 -6.6445 0.0 1 -11.794 22

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
BLUCORA INC BCOR 2021-08-05 22:15:04 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 21:45:03 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 21:15:03 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 20:45:03 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 20:15:04 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 19:45:04 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 19:15:03 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 18:45:03 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 18:15:03 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 17:45:03 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 17:15:03 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 16:45:02 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 16:15:03 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 15:45:03 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 15:15:02 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 14:45:02 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 14:15:04 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 13:45:04 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 13:15:03 UTC -0.3065 0.3865 3700000
BLUCORA INC BCOR 2021-08-05 12:45:03 UTC -0.3065 0.3865 3700000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

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