FIG Figma, Inc.

NEUTRAL Impact: 4/10 Insider Cluster (4 insiders)
Horizon days Filed May 21, 2026 Processed 24d 13h ago
Insider cluster: 4 insiders, $8.8M total
Latest settled — T+5d ⚠ clustered
FIG ▲ +19.42% at T+5d
NEUTRAL call ✓ call won +19.42% · α vs SPY +17.74% · entry $22.71 → $27.12
Next anchor: T+20d in 7d
Last close $18.54 (close Jun 12) · -18.36% from $22.71 entry
Entry anchored
May 21, 04:21 PM ET
via Databento tick
T+1d
-3.30%
call -3.30% · α -3.89%
$21.96
settled 24d ago
T+5d
+19.42%
call +19.42% · α +17.74%
$27.12
settled 17d ago
T+20d
call — · α —
in 7d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Figma's CTO Kris Rasmussen sold $8.2M of stock on May 19, one week after a blowout Q1 earnings report (revenue +46% YoY, guidance raised $55M). Two board affiliates (Rimer, Index Ventures) also sold modest amounts totaling $608K. The CTO sale is large at 0.07% of market cap — modest on a proportional basis — but its timing immediately after accelerating revenue and AI monetization momentum makes it more notable as routine diversification than a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$8.8M
Insiders
4

Actionable Insight

The CTO sale is large in absolute dollars ($8.2M) but tiny relative to Figma's $11.9B market cap. The sale follows a strong quarterly beat with accelerating revenue growth (46% YoY) and a raised full-year guide — context that makes liquidity-motivated selling more likely than fundamental concern. Expect no material stock reaction. Watch next 8-K for any share repurchase program or secondary offering commentary.

Key Facts

  • CTO Kris Rasmussen sold 327,046 shares for $8.2M on May 19 at $25.07
  • Director Rimer and Index Ventures sold 12,475 shares each ($304K total) on May 18
  • Chief Accounting Officer sold 669 shares ($16K) on May 18
  • Total cluster sales value: ~$8.82M (0.07% of $11.9B market cap)
  • Insider cluster occurred 5 days after Q1 earnings beat (revenue +46% YoY to $333.4M) and guidance raise
  • Net dollar retention hit 139%, customers >$100K ARR grew 48% YoY
  • Non-GAAP operating income of $52.1M (16% margin) and free cash flow of $88.6M (27% margin)

Financial Impact

Insider sales total $8.82M, or 0.07% of Figma's $11.9B market cap — well below the 0.1% threshold for materiality

insider ownershipdilution risk (none)

Risk Factors

  • Possible upcoming secondary offering with CTO sale establishing liquidation price
  • If more C-suite sells surface in next 30 days, cluster becomes more informative
  • Historical T+20 average alpha of -3.96% on prior FIG calls suggests some drift but small sample (n=8 settled)

Market Snapshot

Exchange
NYSE
Sector
Services-Prepackaged Software
Analyst Consensus
35% bullish (17 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-FIG-1779395588345
14 reports for FIG
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for FIG — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 3/10
$19.90 awaiting T+1awaiting T+1$18.54 (−6.83%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$22.51 $21.75▼ −3.38%▼ −0.80%$18.54 (−17.64%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 2/10
$22.51 $21.75▼ −3.38%▼ −0.80%$18.54 (−17.64%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$22.51 $21.75▼ −3.38%▼ −0.80%$18.54 (−17.64%)
Jun 3, 2026
11d ago
Insider Cluster
NEUTRAL ★ 3/10
$22.51 $21.75▼ −3.38%▼ −0.80%$18.54 (−17.64%)
Jun 3, 2026
11d ago
Insider Cluster
BEARISH ★ 5/10
$22.51 $21.75▲ +3.38%▲ +0.80%$18.54 (+17.64%)
May 21, 2026
24d ago
Insider Cluster
NEUTRAL ★ 4/10
$22.71 $21.96▼ −3.30%▼ −3.89%$18.54 (−18.36%)
May 20, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$21.59 $22.71▲ +5.19%▲ +4.74%$18.54 (−14.13%)
Feb 25, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$31.24 $30.22▼ −3.27%▼ −2.72%$18.54 (−40.65%)
Feb 23, 2026
16w ago
Insider Cluster
MIXED ★ 5/10
$24.75 $27.43▲ +10.83%▲ +10.09%$18.54 (−25.09%)
Showing 10 of 14

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