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Blucora, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by Kotecha Kanayalal Amritlal, was filed 21 Nov 2022.
Blucora, Inc.: what insiders have been doing
Headquartered in United States, Blucora, Inc. belongs to the Finance & Banking sector and traces its origins to 1996. Filings by its managers are published through SEC (Form 4). No insider at Blucora, Inc. has published a filing in the past twelve months. The most recent one dates from 29 November 2023.
Over the whole record (from 2016), the tally stands at 14 purchases and 126 sales.
Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
578
Thresholds
n/a
Buy Volume
€2M
14 ops. · all time
Sell Volume
€44M
126 ops. · all time
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2022FY ended December 2022 · cache
Income statement
Revenue593.3M
Gross profit124.2M21% margin
Net income374.1M63.1% margin
Last declaration on 29 November 2023
Declarations578 total
354,121 shares@ US$26.0091.6% of flowCommon StockSEC:0001068875-23-000138:0
2,846 shares@ US$26.0022.1% of flowCommon StockSEC:0001068875-23-000137:0
22,249 shares@ US$26.00100.0% of flowCommon StockSEC:0001068875-23-000128:0
88,367 shares@ US$26.00100.0% of flowCommon StockSEC:0001068875-23-000139:0
31,763 shares@ US$26.00100.0% of flowCommon StockSEC:0001068875-23-000127:0
147,916 shares@ US$26.0097.4% of flowCommon StockSEC:0001068875-23-000135:0
9,565 shares@ US$26.00100.0% of flowCommon StockSEC:0001068875-23-000136:0
102,566 shares@ US$26.00100.0% of flowCommon StockSEC:0001068875-23-000134:0
42,980 shares@ US$26.00100.0% of flowCommon StockSEC:0001068875-23-000133:0
27,249 shares@ US$26.00100.0% of flowCommon StockSEC:0001068875-23-000129:0
42,566 shares@ US$26.00100.0% of flowCommon StockSEC:0001068875-23-000124:0
41,412 shares@ US$26.00100.0% of flowCommon StockSEC:0001068875-23-000125:0
14,000 shares@ US$26.009.2% of flowCommon StockSEC:0001068875-23-000134:1
36,166 shares@ US$26.0010.7% of flowCommon StockSEC:0001068875-23-000135:2
38,042 shares@ US$26.0011.2% of flowCommon StockSEC:0001068875-23-000135:4
24,924 shares@ US$26.007.4% of flowCommon StockSEC:0001068875-23-000135:6
9,222 shares@ US$26.0049.1% of flowCommon StockSEC:0001068875-23-000136:2
180,832 shares@ US$26.0018.0% of flowCommon StockSEC:0001068875-23-000138:2
203,619 shares@ US$26.0020.3% of flowCommon StockSEC:0001068875-23-000138:4
128,807 shares@ US$26.0012.8% of flowCommon StockSEC:0001068875-23-000138:6
25,315 shares@ US$26.0013.6% of flowCommon StockSEC:0001068875-23-000139:2
33,936 shares@ US$26.0018.2% of flowCommon StockSEC:0001068875-23-000139:4
21,467 shares@ US$26.0011.5% of flowCommon StockSEC:0001068875-23-000139:6
2,025 shares@ US$26.001.1% of flowCommon StockSEC:0001068875-23-000139:7
64,643 shares@ US$26.00100.0% of flowCommon StockSEC:0001068875-23-000131:0
25 of 578 declarations
About Blucora, Inc.
Blucora, Inc. (ticker: BCOR) is a United States-listed company traded on NASDAQ, not NYSE, with a business model centered on tax-oriented financial services and software. In regulatory filings, the company describes itself as a provider of integrated, tax-focused wealth management services and software for consumers, small business owners, tax professionals, financial professionals, and CPA firms. Its business has historically been organized around two core areas: Wealth Management and Tax Software. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1068875/000106887522000042/bcor-20211231.htm?utm_source=openai))
From a historical perspective, Blucora expanded through a mix of organic development and acquisitions. A notable milestone was the 2019 acquisition of 1st Global, which strengthened the group’s tax-smart wealth management platform. SEC filings also show a broader strategy of combining financial planning, advisor distribution, and tax preparation tools into a more integrated offering. This has positioned Blucora in a niche where competitive differentiation depends less on commodity financial products and more on specialized tax expertise and advisor-led distribution. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1068875/000106887522000042/bcor-20211231.htm?utm_source=openai))
Read moreShow less
The Wealth Management business operates through Avantax Wealth Management and Avantax Planning Partners. Avantax provides tax-focused wealth management solutions to financial professionals, tax preparers, CPA firms, and their clients. In its SEC disclosures, the company states that Avantax is the largest U.S. tax-focused independent broker-dealer, which is an important competitive position because it gives the firm a recognizable niche and access to professional distribution channels. The Tax Software business, meanwhile, has historically served users seeking tax preparation and related filing solutions, making the overall company somewhat seasonally driven and closely tied to the U.S. tax calendar. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1068875/000106887520000166/bcor-20200930.htm?utm_source=openai))
Geographically, Blucora is a domestic U.S. business with its headquarters historically in Texas and a business footprint focused primarily on the United States. That means the company has limited direct foreign exposure, but it is highly dependent on U.S. regulations, tax rules, and competitive dynamics in broker-dealer, advisory, insurance, and software markets. For investors, this is best viewed as a specialized financial services franchise rather than a broad-based financial institution. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1068875/000147009117000004/0001470091-17-000004-index.htm?utm_source=openai))
Recent SEC filings emphasize several material themes: strong competition across investment and insurance distribution channels, technology and cybersecurity risk, and the operational seasonality of the tax software business. They also indicate that Blucora has continued to lean into its wealth management platform as the more strategic pillar of the group. For French, Belgian, and Swiss investors, BCOR therefore represents a niche U.S. financial services name with a tax-anchored value proposition, a specialized advisor network, and a business mix that is sensitive to execution quality, regulation, and U.S. market conditions. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1068875/000106887522000042/bcor-20211231.htm?utm_source=openai))
