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    BCOR   US0952291005

BLUCORA, INC.

(BCOR)
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Business Summary
Logo Blucora, Inc.
Blucora, Inc. is a provider of tax-focused wealth management services and software. Its segments include the Wealth Management segment and the Tax Software segment. The Wealth Management segment consists of the operations of Avantax Wealth Management, which provides tax-focused wealth management solutions for financial professionals, tax professionals, certified public accounting (CPA) firms, and their clients; and Avantax Planning Partners, which operates as an employee-based registered investment advisor and wealth management business that partners with CPA firms in order to provide their consumer and small business clients with financial planning and advisory services, as well as retirement plan solutions through Avantax Retirement Plan Services. The Tax Software business consists of the operations of TaxAct, Inc. and provides digital tax preparation services, packaged tax software, and ancillary services for consumers, small business owners, and tax professionals.

Number of employees : 1 100 people.
Sales per Business
20202021Delta
Wealth Management546.1972.3%658.2174.4% +20.51%
Tax Software208.7627.7%226.9925.6% +8.73%
USD in Million
Sales per region
20202021Delta
United States754.95100%885.20100% +17.25%
USD in Million
Managers
Name Title Age Since
Christopher William Walters President, Chief Executive Officer & Director 46 2020
Marc Mehlman Chief Financial Officer 44 2020
Chris McClellen Chief Technology Officer - -
Ann J. Bruder Secretary, Chief Legal & Administrative Officer 55 2020
L. Dee Littrell Director-Investor Relations - -
Mimi Carsley Treasurer & Senior Vice President-Procurement 51 2020
Raj Doshi Chief Growth & Marketing Officer - 2020
Stephen J. Davis President-Mobile & Online Media 59 -
Todd Christopher Mackay President-Wealth Management 47 2020
Curtis A. Campbell President-Software 49 2020
Members of the board
Name Title Age Since
Georganne Craig Proctor Chairman 64 2019
Mary S. Zappone Independent Director 56 2015
Steven Aldrich Independent Director 51 2017
E Carol Hayles Independent Director 60 2018
Jana Schreuder Independent Director 62 2020
Mark Ernst Independent Director 62 2020
Karthik Rao Independent Director 47 2020
Tina Perry Independent Director 48 2021
Kanayalal A. Kotecha Independent Director 52 2022
J. Richard Leaman Independent Director 58 2022
Equities
Vote QuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 50,198,539 46,351,877 92.3% 2,951,000 5.9% 92.3%
Shareholders
NameEquities%
The Vanguard Group, Inc. 4,906,336 10.2%
Van Berkom & Associates, Inc. 3,932,294 8.18%
Dimensional Fund Advisors LP 2,655,856 5.52%
Capital Research & Management Co. 2,421,200 5.04%
Hill Path Capital LP 2,312,749 4.81%
P2 Capital Partners LLC 2,300,000 4.78%
Sandell Asset Management Corp. 2,226,621 4.63%
Longwood Investment Advisors, Inc. 1,827,435 3.80%
SSgA Funds Management, Inc. 1,758,145 3.66%
Wellington Management Co. LLP 1,686,756 3.51%
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