EXFY Expensify, Inc. - Class A Common Stock
$2,40
السعر · أغسطس 19, 2026
البيانات الأساسية اعتبارًا من أغسطس 6, 2026
نطاق 52 أسبوعًا
$1–$3
80% of range
تقييم المحللين
HOLD
8 analysts
السعر المستهدف
$3
+18% upside
P/E (TTM)
-10.8
ROE
-16.2%
هامش صافي الربح
-15.0%
حول Expensify, Inc. - Class A Common Stock نظرة عامة على الشركة من ويكيبيديا
Expensify, Inc. is an American software company that develops an expense management system for personal and business use. Expensify also offers a business credit card called the Expensify Card.
اقرأ المزيد
Expensify, Inc. is an American software company that develops an expense management system for personal and business use. Expensify also offers a business credit card called the Expensify Card.
History
Expensify was founded in 2008 by current CEO David Barrett. Barrett, a native of Saginaw, Michigan, and a graduate of the University of Michigan, began programming at the age of six. He was involved in numerous tech companies prior to Expensify, including Red Swoosh.
The company has completed several rounds of venture capital funding, raising $1 million in 2009, $5.7 million in 2010, $3.5 million in 2014, and $17 million in 2015.
The company, which expanded its operation in Michigan in 2014, partnered with Gogebic Community College to offer scholarships to students in the area.
In July 2015, CEO David Barrett addressed the United States Congress on behalf of the app industry, speaking to a House, Health, and Technology subcommittee.
In November 2017, the company faced allegations of exposing some customers' personal information to contractors manually entering receipts through Amazon's Mechanical Turk service. Expensify acknowledged that a bug allowed fewer than 200 receipts to be visible to certain company contractors using Mechanical Turk to test a new feature under development. The company halted the test.
The company went public on 11 November 2021 under the ticker EXFY. The company's stock has decreased more than 95% since its IPO.
In 2023, Expensify funded an update and renovation of Portland's oldest food cart pod, located next to their Portland headquarters. It was renamed the Midtown Beer Garden.
Products
Expensify has developed a reporting expense mobile and web application that is available in the Apple and Android marketplaces.
Expensify allows users to download expense reports based on user transactions.
In June 2025, it was announced they would be expanding their corporate card product to Canada.
Expensify Ventures
Expensify launched a venture capital arm, Expensify Ventures, as part of a $17 million round of funding the company received in early 2015. Expensify Ventures makes strategic investments in early-stage travel, payments, and finance start-ups.
Political activism
On 22 October 2020, in a highly controversial letter, CEO David Barrett emailed all Expensify customers and non-customers on Expensify's marketing list worldwide, urging them to vote for U.S. presidential candidate Joe Biden.
المصدر: ويكيبيديا (الإنجليزية), CC BY-SA 4.0 · عرض على ويكيبيديا ↗
EXFY لقطة سريعة للسهم السعر، القيمة السوقية، مكرر الربحية (P/E)، ربحية السهم (EPS)، العائد على حقوق الملكية (ROE)، نسبة الدين إلى حقوق الملكية، نطاق 52 أسبوعًا
السعر
$2.40
القيمة السوقية
$231M
P/E (TTM)
-10.8
ربح السهم (آخر 12 شهرًا)
$-0.23
الإيرادات (آخر 12 شهرًا)
$142M
عائد التوزيعات
—
ROE
-16.2%
D/E الدين/حقوق الملكية
—
نطاق 52 أسبوعًا
$1 – $3
EXFY مخطط سعر السهم OHLCV يومي مع مؤشرات فنية — تحريك وتكبير وتخصيص عرضك
Configure
أداء 10 سنوات اتجاهات الإيرادات وصافي الدخل والهوامش وربحية السهم
الإيرادات وصافي الدخل
$142M
2019-12-31
→
2025-12-31
ربح السهم
$-0.23
2019-12-31
→
2025-12-31
التدفق النقدي الحر
$20M
2021-12-31
→
2025-12-31
الهوامش
-15.0%
2021-12-31
→
2025-12-31
التقييم نسب مكرر الربحية (P/E)، مكرر المبيعات (P/S)، مكرر القيمة الدفترية (P/B)، EV/EBITDA — هل السهم مرتفع السعر أم رخيص؟
المقياس
اتجاه 5 سنوات
EXFY
متوسط الأقران
P/E (TTM)
-10.8
68.5
P/S (TTM) (السعر / المبيعات (آخر 12 شهرًا))
1.6
1.8
P/B (السعر / القيمة الدفترية)
1.7
9.9
Price / FCF (السعر / التدفق النقدي الحر)
11.5
—
الربحية هامش الربح الإجمالي والتشغيلي والصافي؛ العائد على حقوق الملكية (ROE)، العائد على الأصول (ROA)، العائد على رأس المال المستثمر (ROIC)
المقياس
اتجاه 5 سنوات
EXFY
متوسط الأقران
Gross Margin (هامش الربح الإجمالي)
50.3%
71.8%
Operating Margin (هامش التشغيل)
-12.7%
—
Net Profit Margin (هامش صافي الربح)
-15.0%
-16.6%
ROA (العائد على الأصول)
-11.9%
-12.9%
ROE
-16.2%
-28.0%
ROIC
-17.8%
—
الصحة المالية الديون، السيولة، الملاءة المالية — قوة الميزانية العمومية
المقياس
اتجاه 5 سنوات
EXFY
متوسط الأقران
Current Ratio (النسبة الحالية)
3.3
2.2
Quick Ratio (النسبة السريعة)
1.6
—
النمو نمو الإيرادات وربحية السهم وصافي الدخل: مقارنة بالعام السابق (YoY)، متوسط النمو السنوي المركب لـ 3 سنوات (3Y CAGR)، متوسط النمو السنوي المركب لـ 5 سنوات (5Y CAGR)
المقياس
اتجاه 5 سنوات
EXFY
متوسط الأقران
Revenue YoY (الإيرادات مقارنة بالعام السابق)
2.1%
—
Revenue CAGR 3Y (معدل نمو الإيرادات السنوي المركب لـ 3 سنوات)
-5.7%
—
Revenue CAGR 5Y (معدل نمو الإيرادات السنوي المركب لـ 5 سنوات)
10.0%
—
كفاءة رأس المال معدل دوران الأصول، معدل دوران المخزون، معدل دوران المستحقات
المقياس
اتجاه 5 سنوات
EXFY
متوسط الأقران
EXFY توافق الآراء التحليلي آراء المحللين الصعودية والهبوطية، السعر المستهدف لمدة 12 شهرًا، الصعود
بيع
8 محللين
- شراء قوي 0 0,0%
- شراء 0 0,0%
- احتفاظ 5 62,5%
- بيع 1 12,5%
- بيع قوي 2 25,0%
السعر المستهدف لمدة 12 شهرًا
3 محللين · 2026-08-13
الوسيط
$3.00
المتوسط
$2.83
← أقل من جميع الأهداف
$2.40
منخفض
$2.50
مرتفع
$3.00
السعر المستهدف الوسيط
$3.00
+25,3%
السعر المستهدف المتوسط
$2.83
+18,3%
سجل الأرباح ربحية السهم الفعلية مقابل التقديرات، نسبة المفاجأة %، معدل التجاوز، تاريخ الأرباح التالي
متوسط المفاجأة
-0.02%
| الفترة | EPS Actual | EPS المتوقع | المفاجأة |
|---|---|---|---|
| 30 يونيو، 2026 | $0.03 | $0.02 | 0.01% |
| 31 مارس، 2026 | $0.04 | $0.02 | 0.02% |
| 31 ديسمبر، 2025 | $-0.02 | $0.05 | -0.07% |
| 30 سبتمبر، 2025 | $0.04 | $0.06 | -0.02% |
| 30 يونيو، 2025 | $-0.02 | $0.03 | -0.05% |
| 31 مارس، 2025 | $0.05 | $0.07 | -0.02% |
مقارنة الأقران (الصناعة الفرعية GICS) المقاييس الرئيسية مقابل أقران القطاع
| الرمز | القيمة السوقية | P/E | الإيرادات سنويًا | هامش الربح الصافي | ROE | هامش الربح الإجمالي |
|---|---|---|---|---|---|---|
| EXFY | $141M | -6.6 | 2.1% | -15.0% | -16.2% | 50.3% |
| EGHT | $234M | 166.0 | 2.9% | 0.22% | 1.2% | 64.6% |
| SLNH | $120M | -0.5 | -21.8% | -179.7% | -260.1% | 6.0% |
| LAW | $491M | -10.8 | 8.3% | -28.3% | -33.4% | 74.9% |
| KLTR | $242M | -20.5 | 1.2% | -6.7% | -103.7% | 70.6% |
| EGAN | $169M | 5.5 | -4.7% | 36.5% | 47.4% | 70.1% |
| DOMO | — | -4.0 | 0.57% | -18.6% | 31.4% | 75.0% |
الأساسيات الكاملة جميع المقاييس حسب السنة — قائمة الدخل، الميزانية العمومية، التدفق النقدي
قائمة الدخل 18
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $142M | $139M | $151M | $169M | $143M | $88M | $80M | |
| Cost of Revenue | $71M | $64M | $10M | $6M | $3M | $1M | $0 | |
| Gross Profit | $72M | $75M | $84M | $107M | $89M | $56M | $48M | |
| R&D Expense | $21M | $25M | $23M | $14M | $11M | $7M | $4M | |
| SG&A Expense | $42M | $38M | $49M | $58M | $61M | $33M | $16M | |
| Operating Expenses | $90M | $76M | $117M | $122M | $99M | $50M | $47M | |
| Operating Income | $-18M | $-820.0K | $-33M | $-15M | $-10M | $6M | $1M | |
| Interest Expense | · | · | $5M | $4M | $3M | $3M | · | |
| Interest Income | $2M | $1M | · | · | · | · | · | |
| Other Non-op | $2M | $-2M | · | · | · | · | · | |
| Pretax Income | $-16M | $-2M | $-38M | $-21M | $-14M | $3M | $-2M | |
| Income Tax | $5M | $8M | $3M | $6M | $-174.0K | $5M | $-3M | |
| Net Income | $-21M | $-10M | $-41M | $-27M | $-14M | $-2M | $1M | |
| EPS (Basic) | $-0.23 | $-0.12 | $-0.50 | $-0.33 | $-0.36 | $-0.06 | $0.00 | |
| EPS (Diluted) | $-0.23 | $-0.12 | $-0.50 | $-0.33 | $-0.36 | $-0.06 | $0.00 | |
| Shares (Basic) | 92,283,974 | 87,380,708 | 82,493,226 | 80,786,725 | 38,039,222 | 27,424,480 | 25,921,890 | |
| Shares (Diluted) | 92,283,974 | 87,380,708 | 82,493,226 | 80,786,725 | 38,039,222 | 27,424,480 | 25,921,890 | |
| EBITDA | $-10M | $6M | $-28M | $-10M | $-5M | · | · |
الميزانية العمومية 26
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $63M | $49M | $48M | $104M | $98M | $34M | $10M | |
| Receivables | $13M | $13M | $14M | $16M | $16M | $10M | · | |
| Prepaid Expense | $6M | $12M | $6M | $9M | $7M | $927.0K | · | |
| Other Current Assets | $26M | $21M | $31M | $22M | $14M | $3M | · | |
| Current Assets | $153M | $137M | $137M | $187M | $158M | $64M | · | |
| PP&E (Net) | $13M | $14M | $14M | $14M | $16M | $15M | · | |
| PP&E (Gross) | $23M | $23M | $23M | $22M | $22M | $20M | · | |
| Accum. Depreciation | $10M | $10M | $9M | $8M | $6M | $5M | · | |
| Intangibles | $14M | · | · | · | · | · | · | |
| Other Non-current Assets | $1M | $1M | $6M | $664.0K | $710.0K | $833.0K | · | |
| Total Assets | $186M | $174M | $177M | $210M | $183M | $88M | · | |
| Accounts Payable | $289.0K | $196.0K | $1M | $1M | $4M | $2M | · | |
| Accrued Liabilities | · | $157.0K | $159.0K | $291.0K | $246.0K | $73.0K | · | |
| Current Liabilities | $46M | $38M | $68M | $60M | $54M | $39M | · | |
| Capital Leases | $5M | $6M | $6M | $0 | $329.0K | $1M | · | |
| Deferred Tax | · | · | · | · | $0 | $916.0K | · | |
| Other Non-current Liabilities | $2M | $2M | $2M | $1M | $153.0K | $877.0K | · | |
| Total Liabilities | $53M | $45M | $76M | $113M | $107M | $74M | · | |
| Long-term Debt | · | · | $8M | $52M | $68M | $33M | · | |
| Total Debt | · | $0 | $8M | $52M | $53M | · | · | |
| Common Stock | $9.0K | $9.0K | $8.0K | $7.0K | $6.0K | $0 | · | |
| Paid-in Capital | $305M | $279M | $242M | $195M | $143M | $21M | · | |
| Retained Earnings | $-172M | $-151M | $-141M | $-98M | $-66M | $-52M | · | |
| Stockholders' Equity | $133M | $128M | $101M | $97M | $77M | $-31M | $-48M | |
| Liabilities + Equity | $186M | $174M | $177M | $210M | $183M | $88M | · | |
| Shares Outstanding | 93,060,902 | 91,376,765 | 85,225,328 | 82,429,367 | 81,400,860 | 29,366,940 | 26,589,930 |
التدفق النقدي 16
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $8M | $7M | $5M | $5M | $5M | $3M | $3M | |
| Stock-based Comp | $27M | $34M | $41M | $52M | $15M | $18M | $2M | |
| Deferred Tax | $5.0K | $-42.0K | $-112.0K | $29.0K | $-868.0K | $3M | $-3M | |
| Other Non-cash | $6M | $-6M | $-3M | $2M | $141.0K | · | · | |
| Operating Cash Flow | $20M | $24M | $2M | $33M | $5M | $8M | $12M | |
| CapEx | $17.0K | $0 | $1M | $585.0K | $3M | $2M | $3M | |
| Investing Cash Flow | $-4M | $-8M | $-7M | $-2M | $-8M | $-4M | $-5M | |
| Debt Issued | · | · | $0 | $0 | $45M | $0 | $0 | |
| Net Debt Issued | $0 | $-23M | $-45M | $-595.0K | $20M | · | · | |
| Stock Repurchased | $9M | $2M | $3M | $6M | $0 | $0 | $14.0K | |
| Net Stock Activity | $-9M | $-2M | $-3M | $-6M | $0 | · | · | |
| Financing Cash Flow | $-3M | $-22M | $-45M | $-8M | $81M | $9M | $5M | |
| Net Change in Cash | $14M | $-6M | $-51M | $22M | $78M | $12M | $13M | |
| Taxes Paid | $6M | $5M | $4M | $975.0K | $7M | $150.0K | $216.0K | |
| Free Cash Flow | $20M | $24M | $175.0K | $32M | $3M | · | · | |
| Levered FCF | · | · | $-5M | $26M | · | · | · |
الربحية 8
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 50.3% | 53.9% | 55.6% | 63.0% | 62.4% | · | · | |
| Operating Margin | -12.7% | -0.59% | -22.0% | -9.0% | -7.2% | · | · | |
| Net Margin | -15.0% | -7.2% | -27.5% | -15.9% | -9.5% | · | · | |
| Pretax Margin | -11.5% | -1.7% | -25.5% | -12.2% | -9.6% | · | · | |
| EBITDA Margin | -6.7% | 4.3% | -18.6% | -5.8% | -3.5% | · | · | |
| ROA | -11.9% | -5.7% | -21.4% | -13.7% | -10.0% | · | · | |
| ROE | -16.2% | -8.1% | -42.4% | -28.0% | -45.6% | · | · | |
| ROIC | -17.8% | -2.7% | -33.0% | -13.4% | -7.8% | · | · |
السيولة والملاءة 5
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.3 | 3.6 | 2.0 | 3.1 | 2.9 | · | · | |
| Quick Ratio | 1.6 | 1.6 | 0.9 | 2.0 | 2.1 | · | · | |
| Debt / Equity | · | 0.0 | 0.1 | 0.5 | 0.7 | · | · | |
| LT Debt / Equity | · | · | 0.0 | 0.5 | 0.7 | · | · | |
| Interest Coverage | · | · | -6.4 | -3.4 | · | · | · |
الكفاءة 2
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.8 | 0.8 | 0.8 | 0.9 | 1.1 | · | · | |
| Receivables Turnover | 11.2 | 10.5 | 10.0 | 10.5 | 11.1 | · | · |
معدلات النمو 3
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.1% | -7.6% | -11.1% | 18.7% | 62.2% | · | · | |
| Revenue CAGR 3Y | -5.7% | -0.85% | 19.6% | · | · | · | · | |
| Revenue CAGR 5Y | 10.0% | · | · | · | · | · | · |
التقييم (آخر 12 شهرًا) 14
| المقياس | اتجاه | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $142M | $139M | $151M | $169M | $143M | · | · | |
| Net Income TTM | $-21M | $-10M | $-41M | $-27M | $-14M | · | · | |
| Market Cap | $141M | $306M | $211M | $728M | · | · | · | |
| Enterprise Value | · | $257M | $171M | $676M | · | · | · | |
| P/E | -6.6 | -27.9 | -4.9 | -26.8 | -122.2 | · | · | |
| P/S | 1.0 | 2.2 | 1.4 | 4.3 | · | · | · | |
| P/B | 1.1 | 2.4 | 2.1 | 7.5 | · | · | · | |
| P / Tangible Book | 1.1 | 2.4 | 2.1 | 7.5 | · | · | · | |
| P / Cash Flow | 7.0 | 12.8 | 135.0 | 22.1 | · | · | · | |
| P / FCF | 7.0 | 12.8 | 1202.9 | 22.5 | · | · | · | |
| EV / EBITDA | · | 42.9 | -6.1 | -68.7 | · | · | · | |
| EV / FCF | · | 10.8 | 975.2 | 20.9 | · | · | · | |
| EV / Revenue | · | 1.8 | 1.1 | 4.0 | · | · | · | |
| Earnings Yield | -15.2% | -3.6% | -20.2% | -3.7% | -0.82% | · | · |
قائمة الدخل 17
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $34M | $34M | $35M | $35M | $36M | $36M | $37M | $35M | $33M | $34M | $35M | $36M | $39M | $40M | $43M | $42M | |
| Cost of Revenue | $18M | $18M | $18M | $18M | $17M | $18M | $18M | $17M | $14M | $15M | $-40M | $18M | $17M | $16M | $-40M | $17M | |
| Gross Profit | $16M | $16M | $17M | $17M | $19M | $18M | $19M | $18M | $19M | $19M | $19M | $19M | $22M | $24M | $27M | $26M | |
| R&D Expense | $5M | $5M | $5M | $5M | $5M | $5M | $7M | $6M | $6M | $6M | $6M | $7M | $5M | $5M | $3M | $3M | |
| SG&A Expense | $10M | $9M | $12M | $10M | $9M | $11M | $9M | $9M | $9M | $11M | $11M | $14M | $12M | $12M | $13M | $16M | |
| Operating Expenses | $19M | $18M | $21M | $20M | $29M | $20M | $18M | $18M | $19M | $21M | $25M | $34M | $32M | $27M | $28M | $32M | |
| Operating Income | $-3M | $-2M | $-4M | $-2M | $-10M | $-1M | $466.0K | $288.0K | $219.0K | $-2M | $-6M | $-15M | $-10M | $-3M | $-699.0K | $-6M | |
| Interest Income | $400.0K | $400.0K | $500.0K | $500.0K | $500.0K | $400.0K | $300.0K | $300.0K | $400.0K | $100.0K | · | · | · | · | · | · | |
| Other Non-op | · | · | $417.0K | $96.0K | $889.0K | $324.0K | $-539.0K | $181.0K | $-260.0K | $-954.0K | · | $-2M | · | · | · | · | |
| Pretax Income | $-3M | $-2M | $-4M | $-2M | $-9M | $-1M | $-73.0K | $469.0K | $-41.0K | $-3M | $-6M | $-17M | $-11M | $-4M | $-884.0K | $-8M | |
| Income Tax | $1M | $536.0K | $4M | $154.0K | $-661.0K | $2M | $1M | $3M | $3M | $1M | $1M | $-270.0K | $376.0K | $2M | $3M | $156.0K | |
| Net Income | $-4M | $-2M | $-7M | $-2M | $-9M | $-3M | $-1M | $-2M | $-3M | $-4M | $-7M | $-17M | $-11M | $-6M | $-3M | $-8M | |
| EPS (Basic) | $-0.04 | $-0.02 | $-0.07 | $-0.03 | $-0.10 | $-0.03 | $-0.03 | $-0.02 | $-0.03 | $-0.04 | $-0.08 | $-0.21 | $-0.14 | $-0.07 | $-0.04 | $-0.10 | |
| EPS (Diluted) | $-0.04 | $-0.02 | $-0.07 | $-0.03 | $-0.10 | $-0.03 | $-0.03 | $-0.02 | $-0.03 | $-0.04 | $-0.08 | $-0.21 | $-0.14 | $-0.07 | $-0.04 | $-0.10 | |
| Shares (Basic) | 95,441,380 | 93,719,202 | -184,048,414 | 92,559,381 | 92,271,924 | 91,501,083 | -172,532,397 | 88,177,739 | 86,593,955 | 85,141,411 | -163,755,870 | 82,469,190 | 82,011,477 | 81,768,429 | -160,775,244 | 80,941,664 | |
| Shares (Diluted) | 95,441,380 | 93,719,202 | -184,048,414 | 92,559,381 | 92,271,924 | 91,501,083 | -172,532,397 | 88,177,739 | 86,593,955 | 85,141,411 | -163,755,870 | 82,469,190 | 82,011,477 | 81,768,429 | -160,775,244 | 80,941,664 | |
| EBITDA | $-3M | $284.0K | · | $-2M | $-10M | $496.0K | · | $288.0K | $219.0K | $-370.0K | · | $-15M | $-10M | $-1M | · | $-6M |
الميزانية العمومية 25
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $66M | $67M | $63M | $61M | $61M | $60M | $49M | $39M | $53M | $49M | $48M | $89M | $98M | $111M | $104M | $106M | |
| Receivables | $11M | $12M | $13M | $12M | $12M | $13M | $13M | $13M | $13M | $14M | $14M | $15M | $15M | $16M | · | $16M | |
| Prepaid Expense | $4M | $5M | $6M | $4M | $3M | $11M | $12M | $9M | $9M | $4M | $6M | $5M | $5M | $7M | · | $6M | |
| Other Current Assets | $21M | $21M | $26M | $21M | $24M | $20M | $21M | $24M | $32M | $27M | $31M | $28M | $25M | $21M | · | $21M | |
| Current Assets | $154M | $158M | $153M | $153M | $152M | $154M | $137M | $139M | $156M | $143M | $137M | $180M | $182M | $194M | · | $189M | |
| PP&E (Net) | $13M | $13M | $13M | $13M | $13M | $13M | $14M | $14M | $14M | $14M | $14M | $15M | $15M | $14M | · | $15M | |
| PP&E (Gross) | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | $22M | · | $22M | |
| Accum. Depreciation | $10M | $10M | $10M | $10M | $10M | $10M | $10M | $9M | $9M | $9M | $9M | $9M | $8M | $8M | · | $7M | |
| Intangibles | $12M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Assets | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $988.0K | $924.0K | $6M | $6M | $789.0K | $749.0K | $658.0K | · | $580.0K | |
| Total Assets | $185M | $191M | $186M | $187M | $187M | $189M | $174M | $176M | $193M | $185M | $177M | $212M | $212M | $217M | · | $212M | |
| Accounts Payable | $1M | $938.0K | $289.0K | $710.0K | $2M | $526.0K | $196.0K | $1M | $1M | $1M | $1M | $1M | $2M | $2M | · | $2M | |
| Accrued Liabilities | · | · | · | · | · | · | · | $150.0K | $191.0K | $183.0K | $159.0K | $155.0K | $168.0K | $264.0K | · | $201.0K | |
| Current Liabilities | $44M | $45M | $46M | $44M | $48M | $47M | $38M | $48M | $71M | $70M | $68M | $74M | $62M | $62M | · | $63M | |
| Capital Leases | · | · | $5M | · | · | · | · | $6M | $6M | $6M | · | $6M | $6M | $95.0K | · | $0 | |
| Other Non-current Liabilities | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | · | $1M | |
| Total Liabilities | $51M | $52M | $53M | $51M | $55M | $55M | $45M | $56M | $79M | $78M | $76M | $117M | $113M | $115M | · | $116M | |
| Long-term Debt | · | · | · | · | · | · | · | · | $8M | $8M | · | $44M | $44M | $52M | · | $52M | |
| Total Debt | · | · | · | · | · | · | · | $0 | $8M | $8M | · | $44M | $44M | $52M | · | $52M | |
| Common Stock | $9.0K | $10.0K | $9.0K | $9.0K | $9.0K | $9.0K | $9.0K | $9.0K | $9.0K | $9.0K | $8.0K | $7.0K | $7.0K | $7.0K | · | $7.0K | |
| Paid-in Capital | $313M | $313M | $305M | $301M | $295M | $289M | $279M | $269M | $261M | $251M | $242M | $229M | $216M | $206M | · | $185M | |
| Retained Earnings | $-178M | $-175M | $-172M | $-165M | $-163M | $-154M | $-151M | $-150M | $-147M | $-145M | $-141M | $-134M | $-117M | $-104M | · | $-90M | |
| Stockholders' Equity | $135M | $139M | $133M | $136M | $132M | $135M | $128M | $120M | $114M | $107M | $101M | $95M | $100M | $103M | $97M | $96M | |
| Liabilities + Equity | $185M | $191M | $186M | $187M | $187M | $189M | $174M | $176M | $193M | $185M | $177M | $212M | $212M | $217M | · | $212M | |
| Shares Outstanding | 91,897,067 | 96,432,743 | 93,060,902 | 93,031,536 | 92,647,210 | 92,383,667 | 91,376,765 | 88,926,676 | 88,194,690 | 86,484,507 | 85,225,328 | 83,699,228 | 82,776,491 | 82,806,528 | 82,429,367 | 82,644,269 |
التدفق النقدي 13
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Stock-based Comp | $7M | $6M | $5M | $7M | $7M | $8M | $10M | $8M | $8M | $8M | $11M | $10M | $10M | $10M | $11M | $13M | |
| Amort. of Intangibles | $2M | · | · | · | $2M | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-6M | · | · | · | $-2M | · | · | · | $-2M | · | · | · | $12M | · | · | |
| Operating Cash Flow | $8M | $118.0K | $2M | $4M | $9M | $8M | $7M | $4M | $9M | $3M | $-543.0K | $-5M | $-434.0K | $8M | $7M | $-929.0K | |
| CapEx | · | · | $0 | $0 | · | · | $0 | $0 | $0 | $0 | $281.0K | $624.0K | $451.0K | $28.0K | $118.0K | $200.0K | |
| Investing Cash Flow | $-1M | $-1M | $-798.0K | $-1M | $-1M | $-498.0K | $-929.0K | $-2M | $-2M | $-3M | $-2M | $-2M | $-2M | $-898.0K | $-826.0K | $-638.0K | |
| Net Debt Issued | · | · | · | · | · | $0 | · | · | · | $-37.0K | · | · | · | $-150.0K | · | · | |
| Stock Repurchased | · | · | $3M | $3M | · | · | $0 | $2M | · | · | $0 | $0 | · | · | $6M | $0 | |
| Financing Cash Flow | $-7M | $6M | $-1M | $-1M | $-2M | $-2M | $-893.0K | $-23M | $971.0K | $845.0K | $-35M | $669.0K | $-11M | $141.0K | $-6M | $-3M | |
| Net Change in Cash | $21.0K | $5M | $243.0K | $2M | $6M | $6M | $6M | $-21M | $8M | $1M | $-38M | $-7M | $-13M | $7M | $-359.0K | $-5M | |
| Taxes Paid | $600.0K | $900.0K | $811.0K | $462.0K | $4M | $600.0K | $1M | $1M | $1M | $1M | $681.0K | $853.0K | $2M | $351.0K | $96.0K | $273.0K | |
| Free Cash Flow | · | · | · | · | · | · | · | · | · | $3M | · | · | · | $8M | · | · |
الربحية 8
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.2% | 47.6% | · | 49.6% | 51.9% | 50.6% | · | 51.6% | 56.9% | 56.5% | · | 51.5% | 56.5% | 60.7% | · | 61.0% | |
| Operating Margin | -8.6% | -5.8% | · | -6.4% | -28.9% | -4.1% | · | 0.81% | 0.66% | -5.3% | · | -40.8% | -24.6% | -6.7% | · | -13.5% | |
| Net Margin | -11.4% | -6.9% | · | -6.6% | -24.6% | -8.8% | · | -6.2% | -8.3% | -11.3% | · | -46.6% | -29.1% | -14.8% | · | -19.4% | |
| Pretax Margin | -8.0% | -5.3% | · | -6.2% | -26.4% | -3.2% | · | 1.3% | -0.12% | -8.2% | · | -47.3% | -28.1% | -10.3% | · | -19.0% | |
| EBITDA Margin | -8.6% | 0.84% | · | -6.4% | -28.9% | 1.4% | · | 0.81% | 0.66% | -1.1% | · | -40.8% | -24.6% | -3.2% | · | -13.5% | |
| ROA | -2.1% | -1.2% | · | -1.3% | -4.6% | -1.7% | · | -1.1% | -1.4% | -1.9% | · | -8.0% | -5.3% | -2.9% | · | -4.6% | |
| ROE | -2.9% | -1.7% | · | -1.8% | -7.1% | -2.6% | · | -2.0% | -2.6% | -3.6% | · | -17.8% | -11.7% | -6.3% | · | -20.9% | |
| ROIC | -3.1% | -1.8% | · | -1.8% | -7.3% | -3.0% | · | -1.1% | 12.1% | -2.2% | · | -10.6% | -6.9% | -2.5% | · | -3.9% |
السيولة والملاءة 4
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.5 | 3.5 | · | 3.4 | 3.1 | 3.3 | · | 2.9 | 2.2 | 2.0 | · | 2.4 | 2.9 | 3.1 | · | 3.0 | |
| Quick Ratio | 1.7 | 1.7 | · | 1.7 | 1.5 | 1.5 | · | 1.1 | 0.9 | 0.9 | · | 1.4 | 1.8 | 2.1 | · | 1.9 | |
| Debt / Equity | · | · | · | · | · | · | · | 0.0 | 0.1 | 0.1 | · | 0.5 | 0.4 | 0.5 | · | 0.5 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | 0.0 | · | 0.4 | 0.4 | 0.5 | · | 0.5 |
الكفاءة 2
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 2.9 | 2.8 | · | 2.8 | 2.8 | 2.8 | · | 2.6 | 2.3 | 2.3 | · | 2.4 | 2.5 | 2.5 | · | 2.8 |
التقييم (آخر 12 شهرًا) 14
| المقياس | اتجاه | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $139M | $141M | · | $142M | $141M | $138M | · | $139M | $142M | $149M | · | $158M | $165M | $166M | · | $163M | |
| Net Income TTM | $-17M | $-17M | · | $-16M | $-17M | $-12M | · | $-26M | $-35M | $-38M | · | $-42M | $-33M | $-30M | · | $-30M | |
| Market Cap | $164M | $84M | · | $172M | $240M | $281M | · | $174M | $131M | $159M | · | $272M | $661M | $675M | · | $1.23B | |
| Enterprise Value | · | · | · | · | · | · | · | $135M | $86M | $117M | · | $227M | $606M | $615M | · | $1.18B | |
| P/E | -9.4 | -4.8 | · | -10.3 | -14.4 | -25.3 | · | -6.5 | -3.5 | -4.0 | · | -6.2 | -19.5 | -22.6 | · | -31.7 | |
| P/S | 1.2 | 0.6 | · | 1.2 | 1.7 | 2.0 | · | 1.3 | 0.9 | 1.1 | · | 1.7 | 4.0 | 4.1 | · | 7.5 | |
| P/B | 1.2 | 0.6 | · | 1.3 | 1.8 | 2.1 | · | 1.5 | 1.2 | 1.5 | · | 2.9 | 6.6 | 6.6 | · | 12.8 | |
| P / Tangible Book | 1.3 | 0.6 | · | 1.3 | 1.8 | 2.1 | · | 1.5 | 1.2 | 1.5 | · | 2.9 | 6.6 | 6.6 | · | 12.8 | |
| P / Cash Flow | · | 711.0 | · | · | · | 58.4 | · | · | · | 45.8 | · | · | · | 88.3 | · | · | |
| P / FCF | · | · | · | · | · | · | · | · | · | 45.8 | · | · | · | 88.6 | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | 469.2 | 391.6 | -317.3 | · | -15.2 | -63.4 | -476.8 | · | -205.6 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | 33.8 | · | · | · | 80.8 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | 1.0 | 0.6 | 0.8 | · | 1.4 | 3.7 | 3.7 | · | 7.2 | |
| Earnings Yield | -10.6% | -20.7% | · | -9.7% | -7.0% | -4.0% | · | -15.3% | -28.2% | -25.0% | · | -16.0% | -5.1% | -4.4% | · | -3.2% |
القوائم المالية قائمة الدخل، الميزانية العمومية، التدفقات النقدية — سنويًا، آخر 5 سنوات
قائمة الدخل
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| الإيرادات | $142M | $139M | $151M | $169M | $143M |
| هامش الربح الإجمالي % | 50.3% | 53.9% | 55.6% | 63.0% | 62.4% |
| هامش الربح التشغيلي % | -12.7% | -0.59% | -22.0% | -9.0% | -7.2% |
| صافي الدخل | $-21M | $-10M | $-41M | $-27M | $-14M |
| EPS المخفف | $-0.23 | $-0.12 | $-0.50 | $-0.33 | $-0.36 |
الميزانية العمومية
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| الدين / حقوق الملكية | — | 0.0 | 0.1 | 0.5 | 0.7 |
| النسبة الحالية | 3.3 | 3.6 | 2.0 | 3.1 | 2.9 |
| النسبة السريعة | 1.6 | 1.6 | 0.9 | 2.0 | 2.1 |
التدفق النقدي
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| التدفق النقدي الحر | $20M | $24M | $175.0K | $32M | $3M |
آخر الأخبار أحدث العناوين التي تذكر هذه الشركة
مقاييسي قائمة المراقبة الشخصية الخاصة بك — صفوف مختارة من الأساسيات الكاملة
📊
اختر المقاييس التي تهمك — انقر فوق علامة ➕ بجوار أي صف في الأساسيات الكاملة أعلاه.
يتم حفظ اختيارك ويتبعك عبر جميع الأسهم.
الملاك المؤسسيون (13F) 105 مقدمي إقرار · $31.5M إجمالي · حتى تاريخ 30 يونيو، 2026
المؤسسات التي تبلغ عن حيازتها لهذا السهم في نموذج SEC 13F ربع السنوي الخاص بها. المراكز الطويلة فقط؛ قد يظهر مقدم واحد مرتين لأرجل خيارات منفصلة. الأرجل الكبيرة المتعاكسة من خيارات البيع/الشراء تعكس عادةً صناعة السوق أو المخزون المتحوط، وليس القناعة الاتجاهية.
النشاط المؤسسي — Q2 2026 مقابل الربع السابق
| مراكز جديدة | المراكز الخارجة | زيادة | انخفض | صافي التغير في الأسهم |
|---|---|---|---|---|
| 31 (+9 مقابل الربع السابق) | 26 (0 مقابل الربع السابق) | 34 (+1 مقابل الربع السابق) | 25 (-4 مقابل الربع السابق) | -3.0M |
مقارنة بـ Q1 2026. المواعيد النهائية لتقديم إقرارات نموذج 13F لهيئة الأوراق المالية والبورصات (SEC) هي في غضون 45 يومًا من نهاية الربع بالإضافة إلى فترة سماح قصيرة للمقدمين المتأخرين — يتم تخطي الأرباع التي لا تزال ضمن هذه النافذة لصالح أحدث زوج تم الإبلاغ عنه بالكامل.
| مؤسسة | القيمة | الأسهم | % من 13F المتتبعة | النوع |
|---|---|---|---|---|
| Parallel Advisors, LLC | $4768626 | 2664037 | 15,12% | الأسهم |
| VANGUARD CAPITAL MANAGEMENT LLC | $4222918 | 2359172 | 13,39% | الأسهم |
| Palogic Value Management, L.P. | $3165536 | 1768456 | 10,03% | الأسهم |
| CastleKnight Management LP | $3096811 | 1730062 | 9,82% | الأسهم |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2095088 | 1170440 | 6,64% | الأسهم |
| FORMULA GROWTH LTD | $1566250 | 875000 | 4,96% | الأسهم |
| RENAISSANCE TECHNOLOGIES LLC | $1336593 | 746700 | 4,24% | الأسهم |
| GEODE CAPITAL MANAGEMENT, LLC | $975689 | 544823 | 3,09% | الأسهم |
| MILLENNIUM MANAGEMENT LLC | $909304 | 507991 | 2,88% | الأسهم |
| TWO SIGMA INVESTMENTS, LP | $907492 | 506979 | 2,88% | الأسهم |
| VANGUARD FIDUCIARY TRUST CO | $703101 | 392794 | 2,23% | الأسهم |
| JANE STREET GROUP, LLC | $467951 | 261425 | 1,48% | الأسهم |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $466821 | 260794 | 1,48% | الأسهم |
| IEQ CAPITAL, LLC | $455054 | 254220 | 1,44% | الأسهم |
| STATE STREET CORP | $436189 | 243681 | 1,38% | الأسهم |
| Wealthspire Advisors, LLC | $426969 | 238530 | 1,35% | الأسهم |
| TWO SIGMA ADVISERS, LP | $399244 | 264400 | 1,27% | الأسهم |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $365720 | 204313 | 1,16% | الأسهم |
| BlackRock, Inc. | $337766 | 188696 | 1,07% | الأسهم |
| CITADEL ADVISORS LLC | $310669 | 173558 | 0,98% | الأسهم |
| NORTHERN TRUST CORP | $266194 | 148712 | 0,84% | الأسهم |
| Pale Fire Capital SE | $240592 | 134409 | 0,76% | الأسهم |
| RBF Capital, LLC | $214800 | 120000 | 0,68% | الأسهم |
| Aster Capital Management (DIFC) Ltd | $211202 | 117990 | 0,67% | الأسهم |
| Bank of New York Mellon Corp | $190361 | 106347 | 0,60% | الأسهم |
| Mariner, LLC | $182368 | 101888 | 0,58% | الأسهم |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $168797 | 94300 | 0,54% | الأسهم |
| Creative Planning | $154903 | 86538 | 0,49% | الأسهم |
| BARCLAYS PLC | $150263 | 83946 | 0,48% | الأسهم |
| HSBC HOLDINGS PLC | $146924 | 82774 | 0,47% | الأسهم |
| MARSHALL WACE, LLP | $139123 | 77722 | 0,44% | الأسهم |
| XTX Topco Ltd | $115928 | 64764 | 0,37% | الأسهم |
| BANK OF AMERICA CORP /DE/ | $107214 | 59896 | 0,34% | الأسهم |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $104621 | 55355 | 0,33% | الأسهم |
| FRANKLIN RESOURCES INC | $99549 | 55614 | 0,32% | الأسهم |
| Williams & Novak, LLC | $95998 | 53630 | 0,30% | الأسهم |
| MERCER GLOBAL ADVISORS INC /ADV | $94231 | 52643 | 0,30% | الأسهم |
| Connor, Clark & Lunn Investment Management Ltd. | $94100 | 52570 | 0,30% | الأسهم |
| GOLDMAN SACHS GROUP INC | $89375 | 49930 | 0,28% | الأسهم |
| FMR LLC | $81896 | 45752 | 0,26% | الأسهم |
| PRENTISS SMITH & CO INC | $76048 | 42485 | 0,24% | الأسهم |
| Vanguard Personalized Indexing Management, LLC | $70573 | 39426 | 0,22% | الأسهم |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $69294 | 38712 | 0,22% | الأسهم |
| Balyasny Asset Management L.P. | $66923 | 37387 | 0,21% | الأسهم |
| Arax Advisory Partners | $65360 | 36514 | 0,21% | الأسهم |
| CAPTRUST FINANCIAL ADVISORS | $60017 | 33529 | 0,19% | الأسهم |
| Russell Investments Group, Ltd. | $51122 | 28560 | 0,16% | الأسهم |
| Point72 Asset Management, L.P. | $47748 | 26675 | 0,15% | الأسهم |
| GROUP ONE TRADING LLC | $38408 | 21457 | 0,12% | الأسهم |
| Susquehanna Portfolio Strategies, LLC | $38306 | 21400 | 0,12% | الأسهم |
| Merit Financial Group, LLC | $38018 | 21239 | 0,12% | الأسهم |
| Focus Partners Wealth | $36446 | 20361 | 0,12% | الأسهم |
| Sand Hill Global Advisors, LLC | $36362 | 20314 | 0,12% | الأسهم |
| BRIGHTON JONES LLC | $35915 | 20064 | 0,11% | الأسهم |
| LAVELLE CAPITAL LP | $35800 | 20000 | 0,11% | الأسهم |
| CWM, LLC | $35750 | 41096 | 0,11% | الأسهم |
| Pallas Capital Advisors LLC | $35583 | 19879 | 0,11% | الأسهم |
| R Squared Ltd | $35061 | 19587 | 0,11% | الأسهم |
| Vanguard Global Advisers, LLC | $30505 | 17042 | 0,10% | الأسهم |
| StoneX Group Inc. | $27976 | 25542 | 0,09% | الأسهم |
| Cerity Partners LLC | $25764 | 14393 | 0,08% | الأسهم |
| VANGUARD GROUP INC | $25733 | 17042 | 0,08% | الأسهم |
| TWO SIGMA SECURITIES, LLC | $25133 | 14041 | 0,08% | الأسهم |
| Schonfeld Strategic Advisors LLC | $24447 | 13658 | 0,08% | الأسهم |
| BNP PARIBAS FINANCIAL MARKETS | $19457 | 10870 | 0,06% | الأسهم |
| Mutual Advisors, LLC | $17900 | 10000 | 0,06% | الأسهم |
| OSAIC HOLDINGS, INC. | $13941 | 7790 | 0,04% | الأسهم |
| Transamerica Financial Advisors, LLC | $13747 | 7680 | 0,04% | الأسهم |
| UBS Group AG | $12714 | 7103 | 0,04% | الأسهم |
| Integrated Wealth Concepts LLC | $11683 | 6525 | 0,04% | الأسهم |
| MORGAN STANLEY | $9412 | 5258 | 0,03% | الأسهم |
| SIMPLEX TRADING, LLC | $8633 | 4823 | 0,03% | الأسهم |
| Tower Research Capital LLC (TRC) | $7081 | 3956 | 0,02% | الأسهم |
| Allworth Financial LP | $6736 | 3763 | 0,02% | الأسهم |
| DIMENSIONAL FUND ADVISORS LP | $6720 | 3754 | 0,02% | الأسهم |
| Essential Partners LLC | $4874 | 2723 | 0,02% | الأسهم |
| ACADIAN ASSET MANAGEMENT LLC | $4392 | 2456422 | 0,01% | الأسهم |
| PNC Financial Services Group, Inc. | $2563 | 1432 | 0,01% | الأسهم |
| ROTHSCHILD INVESTMENT LLC | $2447 | 1367 | 0,01% | الأسهم |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1671 | 1921 | 0,01% | الأسهم |
| SBI Securities Co., Ltd. | $1602 | 895 | 0,01% | الأسهم |
| True Wealth Design, LLC | $1347 | 752 | 0,00% | الأسهم |
| Farther Finance Advisors, LLC | $1247 | 701 | 0,00% | الأسهم |
| Purpose Unlimited Inc. | $1177 | 650 | 0,00% | الأسهم |
| IFP Advisors, Inc | $870 | 486 | 0,00% | الأسهم |
| JPMORGAN CHASE & CO | $662 | 376 | 0,00% | الأسهم |
| EverSource Wealth Advisors, LLC | $431 | 241 | 0,00% | الأسهم |
| WELLS FARGO & COMPANY/MN | $362 | 202 | 0,00% | الأسهم |
| GSA CAPITAL PARTNERS LLP | $330 | 184143 | 0,00% | الأسهم |
| Fortitude Family Office, LLC | $320 | 179 | 0,00% | الأسهم |
| HRT FINANCIAL LP | $305 | 170666 | 0,00% | الأسهم |
| Caitong International Asset Management Co., Ltd | $224 | 125 | 0,00% | الأسهم |
| RHUMBLINE ADVISERS | $179 | 100 | 0,00% | الأسهم |
| SJS Investment Consulting Inc. | $174 | 97 | 0,00% | الأسهم |
| AQR CAPITAL MANAGEMENT LLC | $152 | 85 | 0,00% | الأسهم |
| Sunbelt Securities, Inc. | $95 | 109 | 0,00% | الأسهم |
| CITIGROUP INC | $59 | 33 | 0,00% | الأسهم |
| Smartleaf Asset Management LLC | $44 | 25 | 0,00% | الأسهم |
| BFSG, LLC | $29 | 16 | 0,00% | الأسهم |
| State of Alaska, Department of Revenue | $15 | 8632 | 0,00% | الأسهم |
المطلعون على الشركة 9 من المطلعين · مسؤولون 2 · مديرون 8
| مطلع | الدور | آخر نشاط | الأسهم المملوكة | مشتريات 12 شهرًا | مبيعات 12 شهرًا | صافي 12 شهرًا |
|---|---|---|---|---|---|---|
| David Michael Barrett | Chief Executive Officer | 23 يونيو، 2026 A | 1198480 | 0 | 3 | $-62046 |
| Ryan Schaffer | Chief Financial Officer | 23 يونيو، 2026 A | 238671 | 0 | 1 | $-2533 |
| Ying Liu | مدير | 5 يوليو، 2026 A | 183200 | 0 | 0 | $0 |
| Daniel Vidal | مدير | 23 يونيو، 2026 A | 454545 | 0 | 1 | $-4680 |
| Jason Fahr Mills | مدير | 23 يونيو، 2026 A | 549634 | 0 | 1 | $-5145 |
| Divo Carlos Eduardo Alvarez | مدير | 15 يونيو، 2026 S | 234080 | 0 | 3 | $-29731 |
| Ellen Pao | مدير | 22 مايو، 2026 A | 292770 | 0 | 0 | $0 |
| Timothy L Christen | مدير | 22 مايو، 2026 A | 413516 | 0 | 0 | $0 |
| David Martirano | — | 3 يونيو، 2022 J | 429544 | 0 | 0 | $0 |
المطلعون من إيداعات SEC Form 3/4/5؛ صافي = سوق مفتوح فقط
ملكية صناديق المؤشرات المتداولة محتفظ بها بواسطة 10 صناديق مؤشرات متداولة
الوزن يعكس فقط ممتلكات الأسهم المباشرة (N-PORT)؛ قد تحتفظ الصناديق المضاعفة أو القائمة على المشتقات بتعرض إضافي للمقايضة غير معروض.
| صندوق | الوزن | الوحدات | حتى تاريخ | المصدر |
|---|---|---|---|---|
| RSSL · Global X Funds | 0,00% | 27033 NS | 30 إبريل، 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 2815 NS | 31 مايو، 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,00% | 260717 NS | 31 مايو، 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 2201 NS | 31 مايو، 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 2227 NS | 31 مايو، 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 56 NS | 31 مايو، 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 يوليو، 2026 | يومي |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 يوليو، 2026 | يومي |
| IWC · iShares Trust | — | — | 18 أغسطس، 2026 | يومي |
| VGT · VANGUARD WORLD FUND | — | — | 20 يوليو، 2026 | يومي |