LiveRamp Holdings, Inc.
RAMP · Services-Computer Processing & Data Preparation · 60.1M shares · +0%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: -$11M (gross $61M, SBC $71M)
Reference price $28.42 · est. market cap ~$1.7B — last insider sale, 2026-03-03 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B70Profitable, growing data-collaboration SaaS now subject to a pending acquisition that dominates the outlook.
Strengths
- Solid profitability — operating margin 10.3% (75th), ROA 11.3% (76th); high gross margin 70.7%
- Adequate liquidity — current ratio 2.47 (71st)
- Mid-single/high-single-digit growth — revenue +9.0%
Risks
- Pending merger — risk factors are dominated by Merger Agreement closing/regulatory/termination risk
- Earnings figure distorted — net income growth -18030% is a base/one-off artifact; net margin 18% likely tax-aided
- Data-privacy/regulatory exposure in identity resolution — qualitative (per 10-K)
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $387M cash & investments
- Pending merger• the possibility that the closing conditions in the Merger Agreement (as defined below) fail to be satisfied, or the closing the Merger is delayed or any event, change, or other circumstance occurs t
- Notable holderHeld by 6 notable fund(s): STATE STREET CORP, FMR LLC, RENAISSANCE TECHNOLOGIES LLC +3 more (as of 2026-03-31)
- AccumulatingInstitutional holders rose 9→10 QoQ (2025-12-31→2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
70.7%
Operating margin
10.3%
Net margin
18.0%
Return on equity
15.0%
Return on assets
11.3%
Revenue growth (QoQ)
-2.9%
Current ratio
2.5×
EBITDA
$97M
Tangible book value
$461M
Cash & investments
$387M
Stock comp / revenue
10.2%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-22 | Sharma Vihan | Tax withheld | 1.2K | $37.61 |
| 2026-05-29 | JONES JERRY C | Tax withheld | 801 | $29.66 |
| 2026-05-22 | Karasick Matthew | Tax withheld | 1.4K | $37.70 |
| 2026-05-22 | Sharma Vihan | Grant | 50K | — |
| 2026-05-22 | Sharma Vihan | Tax withheld | 25K | $37.70 |
| 2026-05-22 | Sharma Vihan | Grant | 28K | — |
| 2026-05-22 | Sharma Vihan | Tax withheld | 2.2K | $37.70 |
| 2026-05-22 | Sharma Vihan | Tax withheld | 1.6K | $37.70 |
| 2026-05-22 | Karasick Matthew | Tax withheld | 630 | $37.70 |
| 2026-05-22 | Dillard Lauren R | Grant | 24K | — |
| 2026-05-22 | Dillard Lauren R | Tax withheld | 9.9K | $37.70 |
| 2026-05-22 | Dillard Lauren R | Grant | 65K | — |
| 2026-05-22 | Dillard Lauren R | Tax withheld | 751 | $37.70 |
| 2026-05-22 | Dillard Lauren R | Tax withheld | 2.9K | $37.70 |
| 2026-05-22 | Dillard Lauren R | Tax withheld | 2.6K | $37.70 |
| 2026-05-22 | Dillard Lauren R | Tax withheld | 13K | $37.70 |
| 2026-05-22 | Howe Scott E | Grant | 169K | — |
| 2026-05-22 | Howe Scott E | Tax withheld | 85K | $37.70 |
| 2026-05-22 | Howe Scott E | Tax withheld | 3.5K | $37.70 |
| 2026-05-22 | Howe Scott E | Tax withheld | 3.9K | $37.70 |
| 2026-05-22 | Howe Scott E | Tax withheld | 19K | $37.70 |
| 2026-05-22 | JONES JERRY C | Grant | 36K | — |
| 2026-05-22 | JONES JERRY C | Tax withheld | 13K | $37.70 |
| 2026-05-22 | JONES JERRY C | Tax withheld | 813 | $37.70 |
| 2026-05-22 | JONES JERRY C | Tax withheld | 735 | $37.70 |
| 2026-05-22 | JONES JERRY C | Tax withheld | 3.2K | $37.70 |
| 2026-05-22 | Sharma Vihan | Tax withheld | 7.3K | $37.70 |
| 2026-05-22 | Karasick Matthew | Tax withheld | 1.9K | $37.70 |
| 2026-05-15 | Argyilan Kristi | Grant | 1.0K | — |
| 2026-05-15 | Karasick Matthew | Grant | 39K | — |
| 2026-05-15 | Sharma Vihan | Grant | 32K | — |
| 2026-05-15 | Dillard Lauren R | Grant | 58K | — |
| 2026-05-15 | TOMLIN DEBORA B | Grant | 1.0K | — |
| 2026-05-15 | BATTELLE JOHN L. | Grant | 1.2K | — |
| 2026-05-15 | CADOGAN TIMOTHY R. | Grant | 1.0K | — |
| 2026-05-15 | Howe Scott E | Grant | 88K | — |
| 2026-05-15 | CHOW VIVIAN | Grant | 1.0K | — |
| 2026-05-15 | KOKICH CLARK M | Grant | 1.3K | — |
| 2026-05-15 | JONES JERRY C | Grant | 20K | — |
| 2026-03-22 | Sharma Vihan | Tax withheld | 1.2K | $26.58 |
| 2026-03-03 | Hussain Mohsin | Sell | 6.0K | $28.42 |
| 2026-02-22 | Hussain Mohsin | Tax withheld | 1.2K | $25.64 |
| 2026-02-22 | Karasick Matthew | Tax withheld | 767 | $25.64 |
| 2026-02-22 | Sharma Vihan | Tax withheld | 1.4K | $25.64 |
| 2026-02-22 | Sharma Vihan | Tax withheld | 2.2K | $25.64 |
| 2026-02-22 | Sharma Vihan | Tax withheld | 1.6K | $25.64 |
| 2026-02-22 | Dillard Lauren R | Tax withheld | 860 | $25.64 |
| 2026-02-22 | Dillard Lauren R | Tax withheld | 2.2K | $25.64 |
| 2026-02-22 | Dillard Lauren R | Tax withheld | 1.8K | $25.64 |
| 2026-02-22 | Hussain Mohsin | Tax withheld | 1.1K | $25.64 |
| 2026-02-22 | Howe Scott E | Tax withheld | 3.7K | $25.64 |
| 2026-02-22 | Howe Scott E | Tax withheld | 2.8K | $25.64 |
| 2026-02-22 | JONES JERRY C | Tax withheld | 813 | $25.64 |
| 2026-02-22 | JONES JERRY C | Tax withheld | 465 | $25.64 |
| 2026-02-11 | O'Kelley Charles Brian | Grant | 2.5K | — |
| 2026-02-11 | TOMLIN DEBORA B | Grant | 1.7K | — |
| 2026-02-11 | BATTELLE JOHN L. | Grant | 1.9K | — |
| 2026-02-11 | CADOGAN TIMOTHY R. | Grant | 1.7K | — |
| 2026-02-11 | CHOW VIVIAN | Grant | 1.7K | — |
| 2026-02-11 | KOKICH CLARK M | Grant | 2.2K | — |
| 2025-12-22 | Sharma Vihan | Tax withheld | 1.2K | $30.19 |
| 2025-12-15 | Karasick Matthew | Grant | 35K | — |
| 2025-11-22 | Sharma Vihan | Tax withheld | 1.4K | $28.78 |
| 2025-11-22 | Sharma Vihan | Tax withheld | 2.2K | $28.78 |
| 2025-11-22 | Sharma Vihan | Tax withheld | 1.6K | $28.78 |
| 2025-11-22 | Dillard Lauren R | Tax withheld | 891 | $28.78 |
| 2025-11-22 | Dillard Lauren R | Tax withheld | 1.1K | $28.78 |
| 2025-11-22 | Dillard Lauren R | Tax withheld | 2.9K | $28.78 |
| 2025-11-22 | Dillard Lauren R | Tax withheld | 2.6K | $28.78 |
| 2025-11-22 | Hussain Mohsin | Tax withheld | 1.5K | $28.78 |
| 2025-11-22 | Hussain Mohsin | Tax withheld | 1.3K | $28.78 |
| 2025-11-22 | Howe Scott E | Tax withheld | 5.0K | $28.78 |
| 2025-11-22 | Howe Scott E | Tax withheld | 3.9K | $28.78 |
| 2025-11-22 | JONES JERRY C | Tax withheld | 1.3K | $28.78 |
| 2025-11-22 | JONES JERRY C | Tax withheld | 734 | $28.78 |
| 2025-11-13 | O'Kelley Charles Brian | Grant | 1.9K | — |
| 2025-11-13 | TOMLIN DEBORA B | Grant | 1.3K | — |
| 2025-11-13 | BATTELLE JOHN L. | Grant | 1.7K | — |
| 2025-11-13 | CADOGAN TIMOTHY R. | Grant | 1.3K | — |
| 2025-11-13 | CHOW VIVIAN | Grant | 1.3K | — |
| 2025-11-13 | KOKICH CLARK M | Grant | 1.7K | — |
| 2025-09-22 | Sharma Vihan | Tax withheld | 1.2K | $28.40 |
| 2025-09-08 | Hussain Mohsin | Sell | 13K | $27.94 |
| 2025-08-22 | Sharma Vihan | Tax withheld | 1.4K | $27.91 |
| 2025-08-22 | Sharma Vihan | Tax withheld | 2.2K | $27.91 |
| 2025-08-22 | Sharma Vihan | Tax withheld | 1.6K | $27.91 |
| 2025-08-22 | JONES JERRY C | Tax withheld | 1.3K | $27.91 |
| 2025-08-22 | JONES JERRY C | Tax withheld | 734 | $27.91 |
| 2025-08-22 | Hussain Mohsin | Tax withheld | 678 | $27.91 |
| 2025-08-22 | Hussain Mohsin | Tax withheld | 1.5K | $27.91 |
| 2025-08-22 | Hussain Mohsin | Tax withheld | 1.3K | $27.91 |
| 2025-08-22 | Howe Scott E | Tax withheld | 5.0K | $27.91 |
| 2025-08-22 | Howe Scott E | Tax withheld | 3.9K | $27.91 |
| 2025-08-22 | Dillard Lauren R | Tax withheld | 891 | $27.91 |
| 2025-08-22 | Dillard Lauren R | Tax withheld | 1.1K | $27.91 |
| 2025-08-22 | Dillard Lauren R | Tax withheld | 2.9K | $27.91 |
| 2025-08-22 | Dillard Lauren R | Tax withheld | 2.6K | $27.91 |
| 2025-08-13 | KOKICH CLARK M | Grant | 1.9K | — |
| 2025-08-13 | TOMLIN DEBORA B | Grant | 1.5K | — |
| 2025-08-13 | O'Kelley Charles Brian | Grant | 2.2K | — |
| 2025-08-13 | Dillard Lauren R | Buy | 7.7K | $25.83 |
| 2025-08-13 | CHOW VIVIAN | Grant | 1.5K | — |
| 2025-08-13 | CADOGAN TIMOTHY R. | Grant | 1.5K | — |
| 2025-08-13 | BATTELLE JOHN L. | Grant | 1.7K | — |
| 2025-07-07 | CADOGAN TIMOTHY R. | Sell | 2.5K | $34.00 |
| 2025-06-22 | Sharma Vihan | Tax withheld | 1.2K | $30.47 |
| 2025-05-30 | JONES JERRY C | Tax withheld | 1.1K | $29.71 |
| 2025-05-28 | Hussain Mohsin | Sell | 18K | $33.00 |
| 2025-05-22 | JONES JERRY C | Tax withheld | 456 | $33.50 |
| 2025-05-22 | JONES JERRY C | Tax withheld | 813 | $33.50 |
| 2025-05-22 | JONES JERRY C | Tax withheld | 3.3K | $33.50 |
| 2025-05-22 | Howe Scott E | Grant | 102K | — |
| 2025-05-22 | Howe Scott E | Tax withheld | 52K | $33.50 |
| 2025-05-22 | Howe Scott E | Tax withheld | 3.7K | $33.50 |
| 2025-05-22 | Howe Scott E | Tax withheld | 5.0K | $33.50 |
| 2025-05-22 | Howe Scott E | Tax withheld | 16K | $33.50 |
| 2025-05-22 | Dillard Lauren R | Grant | 13K | — |
| 2025-05-22 | Dillard Lauren R | Tax withheld | 5.3K | $33.50 |
| 2025-05-22 | Dillard Lauren R | Tax withheld | 180 | $33.50 |
| 2025-05-22 | Dillard Lauren R | Tax withheld | 627 | $33.50 |
| 2025-05-22 | Dillard Lauren R | Tax withheld | 498 | $33.50 |
| 2025-05-22 | Dillard Lauren R | Tax withheld | 1.1K | $33.50 |
| 2025-05-22 | Dillard Lauren R | Tax withheld | 2.9K | $33.50 |
| 2025-05-22 | Dillard Lauren R | Tax withheld | 10K | $33.50 |
| 2025-05-22 | Sharma Vihan | Grant | 20K | — |
| 2025-05-22 | Sharma Vihan | Tax withheld | 9.8K | $33.50 |
| 2025-05-22 | Sharma Vihan | Tax withheld | 2.6K | $33.50 |
| 2025-05-22 | Sharma Vihan | Tax withheld | 1.4K | $33.50 |
| 2025-05-22 | Sharma Vihan | Tax withheld | 696 | $33.50 |
| 2025-05-22 | Sharma Vihan | Tax withheld | 1.0K | $33.50 |
| 2025-05-22 | Sharma Vihan | Tax withheld | 2.2K | $33.50 |
| 2025-05-22 | Sharma Vihan | Tax withheld | 6.4K | $33.50 |
| 2025-05-22 | Hussain Mohsin | Grant | 21K | — |
| 2025-05-22 | Hussain Mohsin | Tax withheld | 7.8K | $33.50 |
| 2025-05-22 | Hussain Mohsin | Tax withheld | 278 | $33.50 |
| 2025-05-22 | Hussain Mohsin | Tax withheld | 477 | $33.50 |
| 2025-05-22 | Hussain Mohsin | Tax withheld | 797 | $33.50 |
| 2025-05-22 | Hussain Mohsin | Tax withheld | 1.5K | $33.50 |
| 2025-05-22 | Hussain Mohsin | Tax withheld | 5.3K | $33.50 |
| 2025-05-22 | Howe Scott E | Tax withheld | 1.7K | $33.50 |
| 2025-05-22 | JONES JERRY C | Grant | 17K | — |
| 2025-05-22 | JONES JERRY C | Tax withheld | 4.7K | $33.50 |
| 2025-05-22 | JONES JERRY C | Tax withheld | 193 | $33.50 |
| 2025-05-13 | Sharma Vihan | Grant | 44K | — |
| 2025-05-13 | JONES JERRY C | Grant | 26K | — |
| 2025-05-13 | Hussain Mohsin | Grant | 38K | — |
| 2025-05-13 | Howe Scott E | Grant | 109K | — |
| 2025-05-13 | Dillard Lauren R | Grant | 75K | — |
| 2025-05-13 | TOMLIN DEBORA B | Grant | 1.3K | — |
| 2025-05-13 | Tawakol Omar | Grant | 1.3K | — |
| 2025-05-13 | O'Kelley Charles Brian | Grant | 1.9K | — |
| 2025-05-13 | CADOGAN TIMOTHY R. | Grant | 1.3K | — |
| 2025-05-13 | BATTELLE JOHN L. | Grant | 1.5K | — |
| 2025-05-13 | KOKICH CLARK M | Grant | 1.7K | — |
| 2025-05-13 | CHOW VIVIAN | Grant | 1.3K | — |
| 2025-05-12 | Howe Scott E | Option exercise | 175K | $17.49 |
| 2025-05-12 | Howe Scott E | Tax withheld | 138K | $29.27 |
| 2025-04-14 | Dillard Lauren R | Tax withheld | 1.5K | $25.27 |
| 2025-03-24 | JONES JERRY C | Option exercise | 5.2K | $17.49 |
| 2025-03-24 | JONES JERRY C | Tax withheld | 3.9K | $27.76 |
| 2025-03-22 | Sharma Vihan | Tax withheld | 1.2K | $27.18 |
| 2025-02-25 | Bloomston Kimberly | Sell | 3.6K | $30.88 |
| 2025-02-22 | Sharma Vihan | Tax withheld | 1.4K | $31.23 |
| 2025-02-22 | Sharma Vihan | Tax withheld | 695 | $31.23 |
| 2025-02-22 | Sharma Vihan | Tax withheld | 1.0K | $31.23 |
| 2025-02-22 | Sharma Vihan | Tax withheld | 2.2K | $31.23 |
| 2025-02-22 | JONES JERRY C | Tax withheld | 193 | $31.23 |
| 2025-02-22 | JONES JERRY C | Tax withheld | 456 | $31.23 |
| 2025-02-22 | JONES JERRY C | Tax withheld | 813 | $31.23 |
| 2025-02-22 | Hussain Mohsin | Tax withheld | 319 | $31.23 |
| 2025-02-22 | Hussain Mohsin | Tax withheld | 549 | $31.23 |
| 2025-02-22 | Hussain Mohsin | Tax withheld | 890 | $31.23 |
| 2025-02-22 | Hussain Mohsin | Tax withheld | 1.0K | $31.23 |
| 2025-02-22 | Howe Scott E | Tax withheld | 1.3K | $31.23 |
| 2025-02-22 | Howe Scott E | Tax withheld | 2.6K | $31.23 |
| 2025-02-22 | Howe Scott E | Tax withheld | 3.5K | $31.23 |
| 2025-02-22 | Dillard Lauren R | Tax withheld | 175 | $31.23 |
| 2025-02-22 | Dillard Lauren R | Tax withheld | 628 | $31.23 |
| 2025-02-22 | Dillard Lauren R | Tax withheld | 498 | $31.23 |
| 2025-02-22 | Dillard Lauren R | Tax withheld | 749 | $31.23 |
| 2025-02-22 | Dillard Lauren R | Tax withheld | 2.0K | $31.23 |
| 2025-02-22 | Bloomston Kimberly | Tax withheld | 399 | $31.23 |
| 2025-02-22 | Bloomston Kimberly | Tax withheld | 156 | $31.23 |
| 2025-02-22 | Bloomston Kimberly | Tax withheld | 1.1K | $31.23 |
| 2025-02-22 | Bloomston Kimberly | Tax withheld | 519 | $31.23 |
| 2025-02-22 | Bloomston Kimberly | Tax withheld | 2.2K | $31.23 |
| 2025-02-14 | Hussain Mohsin | Sell | 3.6K | $33.67 |
| 2025-02-12 | CHOW VIVIAN | Grant | 1.2K | — |
| 2025-02-12 | CADOGAN TIMOTHY R. | Grant | 1.2K | — |
| 2025-02-12 | BATTELLE JOHN L. | Grant | 1.3K | — |
| 2025-02-12 | TOMLIN DEBORA B | Grant | 1.2K | — |
| 2025-02-12 | Tawakol Omar | Grant | 1.2K | — |
| 2025-02-12 | O'Kelley Charles Brian | Grant | 1.7K | — |
| 2025-02-12 | KOKICH CLARK M | Grant | 1.5K | — |
| 2025-02-10 | Sharma Vihan | Sell | 40K | $35.56 |
| 2025-02-06 | Bloomston Kimberly | Sell | 2.5K | $36.00 |
| 2025-01-27 | Bloomston Kimberly | Sell | 2.5K | $34.00 |
| 2025-01-14 | Dillard Lauren R | Tax withheld | 1.8K | $29.91 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-18 | Material agreementResultsExec/director change5.03Reg FDExhibits | filing ↗ |
| 2026-05-13 | Exec/director change | filing ↗ |
| 2026-03-19 | Exec/director change | filing ↗ |
| 2026-02-18 | Exec/director change | filing ↗ |
| 2026-02-12 | Reg FDOtherExhibits | filing ↗ |
| 2026-02-05 | ResultsExhibits | filing ↗ |
| 2025-12-12 | Exec/director change | filing ↗ |
| 2025-11-05 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-K | 2026-05-21 | 2026-03-31 | 0000733269-26-000025 ↗ |
| 8-K | 2026-05-18 | 2026-05-15 | 0001104659-26-062908 ↗ |
| 8-K/A | 2026-05-13 | 2026-02-11 | 0001104659-26-060261 ↗ |
| 8-K | 2026-03-19 | 2026-03-18 | 0001104659-26-032070 ↗ |
| 8-K | 2026-02-18 | 2026-02-11 | 0001104659-26-017077 ↗ |
| 8-K | 2026-02-12 | 2026-02-12 | 0000733269-26-000017 ↗ |
| 10-Q | 2026-02-05 | 2025-12-31 | 0000733269-26-000012 ↗ |
| 8-K | 2026-02-05 | 2026-02-05 | 0000733269-26-000011 ↗ |
| 8-K | 2025-12-12 | 2025-12-09 | 0001104659-25-120708 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0000733269-25-000057 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0000733269-25-000055 ↗ |
| 8-K | 2025-08-15 | 2025-08-12 | 0001104659-25-079024 ↗ |