CHEGG, INC
CHGG · Services-Educational Services · 112.0M shares · +2%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $201M (gross $335M, SBC $134M)
Reference price $1.11 · est. market cap ~$124M — last insider sale, 2026-06-12 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D52gen composite 28pct→55; net + operating loss
Notable findings
- Weak liquidityCurrent ratio 0.86 (<1)
- Cash burnNegative free cash flow (-12.6M)
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Auditor changeRecent 8-K item 4.01 8-K ↗
- Net lossNet loss (net margin -27.4%)
- Notable holderHeld by 5 notable fund(s): RENAISSANCE TECHNOLOGIES LLC, FMR LLC, GOLDMAN SACHS GROUP INC +2 more (as of 2026-03-31)
- Revenue declineRevenue -47.9% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
59.6%
Operating margin
-31.0%
Net margin
-27.4%
Return on equity
-86.5%
Return on assets
-37.2%
ROIC
-53.2%
Revenue growth (QoQ)
-47.9%
Debt / equity
0.4×
Current ratio
0.9×
Free cash flow
-$13M
Tangible book value
$114M
Cash & investments
$85M
Cash runway
27q
Stock comp / revenue
8.5%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Nathan Schultz | CEO & PRESIDENT | $5M FY2025 |
| ROSENSWEIG DANIEL | PRESIDENT, CEO, EXEC CHAIRMAN | — |
| Dan Rosensweig | Officer | $5M FY2025 |
| David Longo | CFO & Treasurer | $3M FY2025 |
| BUDIG RENEE VARNI | Director | — |
| Levine Marne L. | Director | — |
| Martin Marcela | Director | — |
| SARNOFF RICHARD | Director | — |
| SCHLEIN TED | Director | — |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-16 | BUDIG RENEE VARNI | Grant | 120K | — |
| 2026-06-16 | Martin Marcela | Grant | 120K | — |
| 2026-06-16 | Levine Marne L. | Grant | 120K | — |
| 2026-06-16 | SCHLEIN TED | Grant | 120K | — |
| 2026-06-12 | ROSENSWEIG DANIEL | Tax withheld | 2.0K | $1.11 |
| 2026-06-12 | ROSENSWEIG DANIEL | Tax withheld | 6.3K | $1.11 |
| 2026-06-12 | SCHLEIN TED | Grant | 55K | — |
| 2026-06-12 | ROSENSWEIG DANIEL | Sell | 2.0K | $1.11 |
| 2026-06-12 | ROSENSWEIG DANIEL | Sell | 6.3K | $1.11 |
| 2026-06-12 | BUDIG RENEE VARNI | Grant | 55K | — |
| 2026-06-12 | Martin Marcela | Grant | 55K | — |
| 2026-06-12 | Levine Marne L. | Grant | 55K | — |
| 2026-04-12 | Longo David | Tax withheld | 64K | $0.80 |
| 2026-03-12 | ROSENSWEIG DANIEL | Tax withheld | 7.0K | $0.57 |
| 2026-02-13 | ROSENSWEIG DANIEL | Buy | 100K | $0.56 |
| 2026-01-12 | Longo David | Tax withheld | 1.8K | $0.92 |
| 2026-01-12 | Longo David | Tax withheld | 263K | $0.92 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-17 | 2026-06-12 | 0001364954-26-000066 ↗ |
| 10-Q | 2026-05-11 | 2026-03-31 | 0001364954-26-000048 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001364954-26-000045 ↗ |
| DEF 14A | 2026-04-28 | 2026-06-12 | 0001364954-26-000040 ↗ |
| 8-K | 2026-04-15 | 2026-04-13 | 0001364954-26-000030 ↗ |
| 8-K | 2026-03-31 | 2026-03-25 | 0001364954-26-000025 ↗ |
| 10-K | 2026-03-09 | 2025-12-31 | 0001364954-26-000021 ↗ |
| 8-K | 2026-02-17 | 2026-02-13 | 0001364954-26-000015 ↗ |
| 8-K | 2026-02-09 | 2026-02-09 | 0001364954-26-000009 ↗ |
| 8-K | 2025-12-29 | 2025-12-23 | 0001364954-25-000149 ↗ |
| 8-K | 2025-12-15 | 2025-12-12 | 0001364954-25-000147 ↗ |
| 8-K | 2025-11-20 | 2025-11-17 | 0001364954-25-000142 ↗ |