MITKNasdaqComputer Peripheral Equipment, NECFiscal year ends September 30
MITEK SYSTEMS INC
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$16.71+0.60 (+3.72%)
Close on Oct 19, 2026
- Market cap
- $813.93M
- P/E (TTM)
- 35.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
85.5%
39M of 45M shares
Institutional holders
188
32 new, 32 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $3.50M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,210,916 | 7.00% | 13G (passive) amendment | Jun 30, 2025 |
| Legal & General Group Plc | 3,045,287 | 6.68% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MITK | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,539,271 | 7.84% | $71.25M | +276,062 | 0.00% |
| Legal & General Group Plc | 2,685,818 | 5.95% | $54.07M | +110,393 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 2,118,160 | 4.69% | $42.64K | +2,065,460 | 0.00% |
| Invesco Ltd. | 2,069,885 | 4.59% | $41.67M | +175,542 | 0.00% |
| Vanguard Capital Management LLC | 1,935,751 | 4.29% | $38.97M | +39,482 | 0.00% |
| Wellington Management Group Llp | 1,780,147 | 3.95% | $35.83M | +569,379 | 0.01% |
| Dimensional Fund Advisors LP | 1,760,008 | 3.90% | $35.43M | +74,351 | 0.01% |
| Vanguard Portfolio Management LLC | 1,629,933 | 3.61% | $32.81M | +137,119 | 0.00% |
| Impax Asset Management Group plc | 1,358,524 | 3.01% | $27.35M | −75,000 | 0.18% |
| Geode Capital Management, LLC | 1,170,994 | 2.60% | $23.58M | +55,040 | 0.00% |
| Independent Advisor Alliance | 1,137,006 | 2.52% | $22.89M | −18,067 | 0.54% |
| State Street Corp | 1,127,480 | 2.50% | $22.70M | −24,295 | 0.00% |
| Nuveen, LLC | 966,513 | 2.14% | $19.46M | +332,902 | 0.00% |
| Jane Street Group, LLC | 896,925 | 1.99% | $18.06M | +462,012 | 0.00% |
| Millennium Management LLC | 854,482 | 1.89% | $17.20M | New | 0.01% |
| G2 Investment Partners Management LLC | 621,016 | 1.38% | $12.50M | +122,016 | 2.28% |
| Morgan Stanley | 537,558 | 1.19% | $10.82M | +4,245 | 0.00% |
| Raymond James Financial Inc | 504,395 | 1.12% | $10.15M | +138,268 | 0.00% |
| CSM Advisors, LLC | 479,697 | 1.06% | $9.66K | −163,648 | 0.21% |
| Susquehanna International Group, Llp | 464,808 | 1.03% | $9.36M | +342,430 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 188 | 39M | 85.5% | 32 / 74 | 55 / 32 | 9M | 7M |
| Q1 2026 | 191 | 37M | 82.7% | 45 / 63 | 59 / 28 | 9M | 4M |
| Q4 2025 | 179 | 36M | 78.9% | 35 / 64 | 52 / 17 | 5M | 3M |
| Q3 2025 | 163 | 34M | 75.4% | 21 / 66 | 45 / 16 | 4M | 3M |
| Q2 2025 | 159 | 33M | 73.8% | 32 / 57 | 50 / 31 | 4M | 4M |
| Q1 2025 | 160 | 34M | 75.1% | 25 / 52 | 55 / 30 | 5M | 5M |
| Q4 2024 | 166 | 34M | 75.8% | 41 / 45 | 58 / 32 | 7M | 7M |
| Q3 2024 | 159 | 34M | 75.8% | 37 / 41 | 60 / 29 | 8M | 6M |
| Q2 2024 | 154 | 36M | 79.9% | 30 / 59 | 44 / 29 | 6M | 5M |
| Q1 2024 | 156 | 35M | 78.4% | 18 / 54 | 54 / 23 | 4M | 4M |
| Q4 2023 | 162 | 36M | 79.0% | 28 / 58 | 47 / 13 | 5M | 2M |
| Q3 2023 | 148 | 32M | 71.4% | 14 / 48 | 52 / 16 | 2M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MITK | Value | % of fund | As of |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 1,986,370 | 4.40% | $33.17M | 0.30% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,374,995 | 3.05% | $27.68M | 0.00% | Jun 30, 2026 |
| Impax Small Cap Fund | 1,358,524 | 3.01% | $27.35M | 2.88% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,184,558 | 2.63% | $23.85M | 0.03% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 1,149,528 | 2.55% | $19.75M | 0.01% | May 31, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 799,200 | 1.77% | $16.09M | 0.16% | Jun 30, 2026 |
| Vanguard Explorer Fund | 650,997 | 1.44% | $10.87M | 0.05% | Jul 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 524,900 | 1.16% | $8.77M | 0.22% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 516,010 | 1.14% | $10.39M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 494,606 | 1.10% | $8.26M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 389,460 | 0.86% | $7.84M | 0.05% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 289,511 | 0.64% | $4.83M | 0.03% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 276,243 | 0.61% | $4.61M | 0.03% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 236,061 | 0.52% | $4.06M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 228,503 | 0.51% | $3.93M | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Edward H. West | Chief Executive Officer, Director | 590,525 | 1.31% | Aug 18, 2026 |
| Aaron Graeme Seyler | Chief Revenue Officer | 67,459 | 0.15% | Aug 19, 2026 |
| Garrett Gafke | Chief Operating Officer | 244,279 | 0.54% | May 15, 2026 |
| Jason Gray | GC, Secretary & Admin Officer | 208,796 | 0.46% | Mar 5, 2026 |
| Eric Christopher Bell | Chief Accounting Officer | 63,699 | 0.14% | Feb 6, 2026 |
| David Lyle | Chief Financial Officer | 207,492 | 0.46% | Jan 6, 2026 |
| Scott R. Carter | Director | 203,584 | 0.45% | Mar 5, 2026 |
| Kimberly S. Stevenson | Director | 96,044 | 0.21% | Mar 5, 2026 |
| Donna Wells | Director | 89,732 | 0.20% | Mar 5, 2026 |
| Rahul Gupta | Director | 77,346 | 0.17% | Mar 5, 2026 |
| Susan Repo | Director | 80,819 | 0.18% | Mar 5, 2026 |
| Mark Rossi | Director | 47,692 | 0.11% | Mar 5, 2026 |
| James Daniel Fay | Director | 38,152 | 0.08% | Mar 5, 2026 |
| Michael E. Diamond | – | 233,340 | 0.52% | Jun 17, 2025 |
| Christopher H. Briggs | – | 104,611 | 0.23% | Apr 30, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Aaron Graeme Seyler Chief Revenue Officer | Aug 17, 2026 | Award | +67,459 | – | – | 67,459 |
| Edward H. West Chief Executive Officer, Director | Aug 14, 2026 | Option exercise | +115,917 | – | – | 535,525 |
| Edward H. West Chief Executive Officer, Director | Aug 14, 2026 | Tax withholding | −45,421 | $19.43 | $882.53K | 490,104 |
| Garrett Gafke Chief Operating Officer | May 15, 2026 | Sale | −21,108 | $14.19 | $299.52K | 244,279 |
| Garrett Gafke Chief Operating Officer | Apr 28, 2026 | Sale | −152,529 | $13.92 | $2.12M | 265,387 |
| Garrett Gafke Chief Operating Officer | Apr 25, 2026 | Option exercise | +240,384 | – | – | 417,916 |
| Jason Gray GC, Secretary & Admin Officer | Mar 3, 2026 | Sale | −73,174 | $14.74 | $1.08M | 208,796 |
| Jason Gray GC, Secretary & Admin Officer | Mar 3, 2026 | Option exercise | +32,861 | $8.60 | $282.60K | 251,657 |
| Jason Gray GC, Secretary & Admin Officer | Mar 3, 2026 | Option exercise | +30,313 | $9.50 | $287.97K | 281,970 |
| Kimberly S. Stevenson Director | Mar 3, 2026 | Award | +11,448 | – | – | 96,044 |
| James Daniel Fay Director | Mar 3, 2026 | Award | +11,448 | – | – | 38,152 |
| Scott R. Carter Director | Mar 3, 2026 | Award | +11,448 | – | – | 191,584 |
| Mark Rossi Director | Mar 3, 2026 | Award | +11,448 | – | – | 47,692 |
| Donna Wells Director | Mar 3, 2026 | Award | +11,448 | – | – | 89,732 |
| Susan Repo Director | Mar 3, 2026 | Award | +11,448 | – | – | 80,819 |
| Rahul Gupta Director | Mar 3, 2026 | Award | +11,448 | – | – | 77,346 |
| Eric Christopher Bell Chief Accounting Officer | Feb 5, 2026 | Award | +10,184 | – | – | 63,699 |
| David Lyle Chief Financial Officer | Jan 2, 2026 | Option exercise | +12,958 | – | – | 207,492 |
| David Lyle Chief Financial Officer | Jan 2, 2026 | Tax withholding | −14,878 | $9.97 | $148.33K | 192,614 |
| Jason Gray GC, Secretary & Admin Officer | Dec 10, 2025 | Option exercise | +20,016 | $9.23 | $184.75K | 238,648 |
| Jason Gray GC, Secretary & Admin Officer | Dec 10, 2025 | Tax withholding | −19,852 | $9.23 | $183.23K | 218,796 |
| David Lyle Chief Financial Officer | Dec 8, 2025 | Tax withholding | −19,163 | $9.14 | $175.15K | 194,534 |
| David Lyle Chief Financial Officer | Dec 8, 2025 | Option exercise | +20,479 | $9.14 | $187.18K | 213,697 |
| Jason Gray GC, Secretary & Admin Officer | Dec 8, 2025 | Tax withholding | −13,739 | $9.14 | $125.57K | 218,632 |
| Jason Gray GC, Secretary & Admin Officer | Dec 8, 2025 | Option exercise | +14,506 | $9.14 | $132.58K | 232,371 |
| Edward H. West Chief Executive Officer, Director | Nov 19, 2025 | Award | +114,679 | $8.72 | $1.00M | 419,608 |
| Jason Gray GC, Secretary & Admin Officer | Nov 19, 2025 | Award | +48,739 | $8.72 | $425.00K | 217,865 |
| David Lyle Chief Financial Officer | Nov 19, 2025 | Award | +68,808 | $8.72 | $600.01K | 193,218 |
| Garrett Gafke Chief Operating Officer | Nov 19, 2025 | Award | +57,340 | $8.72 | $500.00K | 177,532 |
| Edward H. West Chief Executive Officer, Director | Oct 1, 2025 | Option exercise | +223,524 | $9.77 | $2.18M | 410,951 |
| Edward H. West Chief Executive Officer, Director | Oct 1, 2025 | Tax withholding | −106,022 | $9.77 | $1.04M | 304,929 |
| Michael E. Diamond – | Jun 13, 2025 | Sale(10b5-1 plan) | −70,352 | $9.77 | $687.34K | 233,340 |
| Christopher H. Briggs – | Apr 28, 2025 | Tax withholding | −2,200 | $8.35 | $18.37K | 102,411 |
| Garrett Gafke Chief Operating Officer | Apr 25, 2025 | Award | +120,192 | – | – | 120,192 |
| Mark Rossi Director | Mar 7, 2025 | Buy | +2,500 | $8.91 | $22.28K | 36,244 |
| Scott R. Carter Director | Mar 6, 2025 | Buy | +12,000 | $9.08 | $108.96K | 192,136 |
| Mark Rossi Director | Mar 6, 2025 | Buy | +2,500 | $8.97 | $22.43K | 33,744 |
| Mark Rossi Director | Mar 6, 2025 | Buy | +2,500 | $9.14 | $22.85K | 31,244 |
| Donna Wells Director | Mar 4, 2025 | Award | +18,744 | $9.07 | $170.01K | 78,284 |
| Scott R. Carter Director | Mar 4, 2025 | Award | +18,744 | $9.07 | $170.01K | 180,136 |
| James Daniel Fay Director | Mar 4, 2025 | Award | +18,744 | $9.07 | $170.01K | 37,611 |
| Kimberly S. Stevenson Director | Mar 4, 2025 | Award | +18,744 | $9.07 | $170.01K | 84,596 |
| Susan Repo Director | Mar 4, 2025 | Award | +18,744 | $9.07 | $170.01K | 69,371 |
| Mark Rossi Director | Mar 4, 2025 | Award | +18,744 | $9.07 | $170.01K | 28,744 |
| Rahul Gupta Director | Mar 4, 2025 | Award | +18,744 | $9.07 | $170.01K | 65,898 |
| Edward H. West Chief Executive Officer, Director | Feb 20, 2025 | Buy | +55,000 | $9.21 | $506.55K | 55,000 |
| Kimberly S. Stevenson Director | Feb 20, 2025 | Buy | +10,000 | $9.18 | $91.80K | 65,852 |
| Michael E. Diamond – | Feb 18, 2025 | Option exercise | +8,216 | $8.60 | $70.66K | 193,637 |
| Michael E. Diamond – | Feb 18, 2025 | Option exercise | +20,411 | $9.50 | $193.90K | 214,048 |
| Michael E. Diamond – | Feb 13, 2025 | Sale | −36,398 | $10.14 | $369.08K | 185,421 |
| Jason Gray GC, Secretary & Admin Officer | Dec 11, 2024 | Sale | −6,222 | $9.07 | $56.43K | 164,342 |
| Jason Gray GC, Secretary & Admin Officer | Dec 8, 2024 | Award | +46,909 | $9.06 | $425.00K | 172,564 |
| David Lyle Chief Financial Officer | Dec 8, 2024 | Award | +66,225 | $9.06 | $600.00K | 124,410 |
| Jason Gray GC, Secretary & Admin Officer | Dec 8, 2024 | Award | +46,909 | $9.06 | $425.00K | 170,564 |
| Christopher H. Briggs – | Dec 6, 2024 | Award | +27,593 | $9.06 | $249.99K | 92,946 |
| Michael E. Diamond – | Dec 6, 2024 | Award | +55,187 | $9.06 | $499.99K | 221,819 |
| Christopher H. Briggs – | Dec 3, 2024 | Sale | −1,529 | $9.06 | $13.85K | 65,353 |
| Christopher H. Briggs – | Dec 3, 2024 | Sale | −1,791 | $9.09 | $16.28K | 66,882 |
| Michael E. Diamond – | Dec 3, 2024 | Sale | −1,861 | $9.09 | $16.92K | 166,632 |
| Michael E. Diamond – | Dec 3, 2024 | Sale | −2,683 | $9.09 | $24.39K | 168,493 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Gafke Garrett Officer | May 15, 2026 | 21,108 | $299.58K | May 15, 2026 | Performance Stock Units |
| Gafke Garrett Officer | Apr 28, 2026 | 152,529 | $2.12M | Apr 28, 2026 | RSU vesting |
| Lane GRAY JASON Officer | Mar 3, 2026 | 73,174 | $1.08M | Mar 3, 2026 | Stock Option Exercise |
| E. Diamond Michael Officer | Dec 16, 2025 | 17,647 | $170.29K | Dec 16, 2025 | Restricted Stock Units |
| E. Diamond Michael Officer | Jun 13, 2025 | 70,352 | $704.22K | Jun 13, 2025 | Restricted and Performance Stock Units |
| H. Briggs Christopher SVP Identity | Jun 13, 2025 | 26,023 | $253.09K | Jun 13, 2025 | Restricted Stock |
| Michael E. Diamond Officer | Feb 13, 2025 | 36,398 | $369.80K | Feb 13, 2025 | PERFORMANCE SHARES |
| Scipio Maximus Carnecchia Officer | Jul 29, 2024 | 100,000 | $1.34M | Jul 29, 2024 | STOCK OPTION EXERCISE |
| Christopher H. Briggs Officer | Jun 14, 2024 | 24,000 | $264.00K | Jun 14, 2024 | RESTRICTED STOCK |
| Donna Wells Director | Jun 7, 2024 | 16,839 | $209.79K | Jun 7, 2024 | RESTRICTED STOCK |
| Michael E. Diamond Officer | Jun 6, 2024 | 57,866 | $752.26K | Jun 6, 2024 | PERFORMANCE SHARES |