APPF AppFolio, Inc. - Class A Common Stock
Über AppFolio, Inc. - Class A Common Stock Unternehmensübersicht von Wikipedia
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
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AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
The company's headquarters is in Goleta, California, in the Santa Barbara area.
History
AppFolio was established in 2006 by co-founders Klaus Schauser and Jon Walker. Schauser had previously founded Expertcity.
The company's first focus was property management for small to medium businesses and its first product, AppFolio Property Manager, was launched in 2007.
In November 2012, AppFolio acquired MyCase, a "legal practice management software provider."
AppFolio purchased real estate software firm RentLinx in April 2015. This acquisition included rights to the website ShowMeTheRent.com, which increased AppFolio's listing presence.
In May 2015, AppFolio announced its Initial public offering, which was unveiled in June.
In September 2018, AppFolio reported acquisition of utility analytics software WegoWise.
In January 2019, AppFolio acquired Dynasty Marketplace, Inc., for $60 million.
In September 2020, AppFolio announced the sale of MyCase to private equity firm Apax Funds, for approximately $193 million.
Products
AppFolio Property Manager
AppFolio Property Manager is a cloud-based property management platform used to manage residential and commercial rental operations, including leasing, accounting, and resident communications. The platform was expanded in 2022 with the AppFolio Stack, a marketplace for other real-estate software that can be integrated with its products.
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APPF Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne
APPF Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen
10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends
Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?
Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC
Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke
Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR
Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag
APPF Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial
- Starker Kauf 4 23,5%
- Kauf 12 70,6%
- Halten 1 5,9%
- Verkauf 0 0,0%
- Starker Verkauf 0 0,0%
12-Monats-Kursziel
9 Analysten · 2026-08-13Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum
| Zeitraum | EPS Actual | EPS est. | Überraschung |
|---|---|---|---|
| 30. Juni 2026 | $1.71 | $1.72 | -0.01% |
| 31. März 2026 | $1.61 | $1.50 | 0.11% |
| 31. Dezember 2025 | $1.39 | $1.28 | 0.11% |
| 30. September 2025 | $1.31 | $1.48 | -0.17% |
| 30. Juni 2025 | $1.38 | $1.31 | 0.07% |
| 31. März 2025 | $1.21 | $1.25 | -0.04% |
Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen
| Ticker | Marktkapitalisierung | P/E | Umsatz Vj. | Nettomarge | ROE | Bruttogewinnmarge |
|---|---|---|---|---|---|---|
| APPF | — | 60.0 | 19.7% | 14.8% | 28.2% | — |
| IDCC | $8.18B | 27.0 | -4.0% | 48.8% | 37.2% | — |
| YOU | — | — | 16.9% | 12.1% | 58.1% | — |
| DBX | $6.75B | 14.9 | -1.1% | 20.2% | -32.8% | 80.1% |
| QBTS | $9.38B | -23.6 | 178.5% | -1444.1% | -45.9% | 82.6% |
| RIOT | $4.71B | -6.5 | 71.9% | -102.4% | -21.6% | — |
| CIFR | $5.98B | -6.9 | 48.0% | -367.2% | -105.8% | — |
| CORZ | — | — | — | — | — | — |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow
Gewinn- und Verlustrechnung 16
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $951M | $794M | $620M | $472M | $359M | $310M | $256M | $190M | $144M | $106M | $75M | $48M | |
| Cost of Revenue | · | · | · | · | $144M | $119M | $102M | $74M | $55M | $45M | $34M | $23M | |
| R&D Expense | $190M | $160M | $151M | $111M | $66M | $49M | $40M | $24M | $17M | $13M | $10M | $7M | |
| SG&A Expense | $96M | $86M | $93M | $101M | $57M | $47M | $34M | $25M | $21M | $18M | $14M | $6M | |
| Operating Expenses | $798M | $659M | $619M | $544M | $371M | $300M | $250M | $170M | $134M | $114M | $90M | $56M | |
| Operating Income | $153M | $136M | $963.0K | $-72M | $-12M | $10M | $6M | $20M | $9M | $-8M | $-15M | $-9M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $800.0K | · | |
| Other Non-op | $38.0K | $697.0K | $3.0K | $4M | $13M | $189M | $16.0K | $-56.0K | $-96.0K | $-37.0K | $5.0K | $-121.0K | |
| Pretax Income | $161M | $150M | $8M | $-67M | $2M | $197M | $5M | $20M | $10M | $-8M | $-16M | $-9M | |
| Income Tax | $20M | $-54M | $5M | $1M | $706.0K | $38M | $-31M | $420.0K | $58.0K | $67.0K | $75.0K | $0 | |
| Net Income | $141M | $204M | $3M | $-68M | $1M | $158M | $36M | $20M | $10M | $-8M | $-16M | $-9M | |
| EPS (Basic) | $3.91 | $5.63 | $0.08 | $-1.95 | $0.03 | $4.62 | $1.07 | $0.59 | $0.29 | $-0.25 | $-0.73 | · | |
| EPS (Diluted) | $3.88 | $5.55 | $0.07 | $-1.95 | $0.03 | $4.44 | $1.02 | $0.56 | $0.28 | $-0.25 | $-0.73 | · | |
| Shares (Basic) | 36,013,000 | 36,252,000 | 35,629,000 | 35,010,000 | 34,578,000 | 34,264,000 | 34,016,000 | 34,128,000 | 33,849,000 | 33,561,000 | 21,336,000 | · | |
| Shares (Diluted) | 36,327,000 | 36,782,000 | 36,417,000 | 35,010,000 | 35,701,000 | 35,713,000 | 35,567,000 | 35,562,000 | 35,151,000 | 33,561,000 | 21,336,000 | · | |
| EBITDA | $176M | $153M | $27M | $-39M | $19M | $37M | $29M | $34M | $22M | $2M | $-9M | · |
Bilanz 28
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $107M | $43M | $50M | $71M | $58M | $140M | $16M | $74M | $16M | $11M | $12M | $5M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $30M | $15M | $10M | $0 | |
| Receivables | $37M | $24M | $21M | $17M | $13M | $10M | $8M | $6M | $3M | $3M | $2M | $1M | |
| Prepaid Expense | $65M | $33M | $40M | $25M | $24M | $21M | $16M | $12M | $5M | $4M | $3M | $1M | |
| Other Current Assets | $3M | $3M | · | · | · | · | · | · | · | · | · | · | |
| Current Assets | $353M | $335M | $272M | $201M | $159M | $199M | $62M | $108M | $54M | $32M | $28M | $8M | |
| PP&E (Net) | $23M | $24M | $28M | $26M | $30M | $26M | $15M | $7M | $7M | $7M | $6M | $3M | |
| PP&E (Gross) | $43M | $41M | $43M | $39M | $41M | $38M | $26M | $16M | $13M | $12M | $9M | $5M | |
| Accum. Depreciation | $20M | $16M | $15M | $13M | $11M | $11M | $12M | $9M | $7M | $5M | $3M | $2M | |
| Goodwill | $96M | $96M | $56M | $56M | $56M | $56M | $58M | $16M | $7M | $7M | $7M | $5M | |
| Intangibles | $39M | $49M | $2M | $5M | $12M | $16M | $21M | $6M | $2M | $3M | $5M | $4M | |
| Other Non-current Assets | $14M | $9M | $9M | $9M | $7M | $6M | $6M | $8M | $1M | $1M | $1M | $882.0K | |
| Total Assets | $689M | $627M | $409M | $381M | $408M | $389M | $260M | $176M | $110M | $93M | $90M | $25M | |
| Accounts Payable | $4M | $2M | $1M | $2M | $2M | $1M | $2M | $1M | $610.0K | $937.0K | $2M | $2M | |
| Accrued Liabilities | $21M | $15M | $22M | $16M | $13M | $14M | $11M | $8M | $4M | $4M | $3M | $2M | |
| Current Liabilities | $107M | $63M | $70M | $61M | $53M | $50M | $47M | $28M | $24M | $21M | $17M | $14M | |
| Capital Leases | $33M | $37M | $41M | $50M | $56M | $40M | $33M | · | · | · | · | · | |
| Deferred Tax | · | $0 | $697.0K | · | $2M | $14M | $0 | · | · | · | · | · | |
| Other Non-current Liabilities | $6M | $7M | $0 | $4M | $2M | · | $14.0K | $7M | $1M | $2M | $879.0K | $199.0K | |
| Total Liabilities | $146M | $107M | $112M | $116M | $111M | $104M | $128M | $84M | $25M | $23M | $18M | $14M | |
| Long-term Debt | · | · | · | · | · | · | $49M | $50M | $0 | · | · | $0 | |
| Total Debt | · | · | · | · | · | $0 | $49M | $50M | · | · | · | · | |
| Paid-in Capital | $284M | $255M | $237M | $210M | $172M | $161M | $162M | $158M | $153M | $147M | $142M | $2M | |
| Retained Earnings | $431M | $290M | $86M | $83M | $151M | $150M | $-8M | $-44M | $-67M | $-77M | $-69M | $-53M | |
| Treasury Stock | $172M | $26M | $26M | $26M | $26M | $26M | $22M | $22M | $0 | · | · | · | |
| AOCI | $30.0K | $173.0K | $99.0K | $-2M | $-194.0K | $56.0K | $33.0K | $-178.0K | $-209.0K | $-51.0K | $-153.0K | $0 | |
| Stockholders' Equity | $543M | $519M | $297M | $266M | $297M | $286M | $132M | $92M | $85M | $70M | $73M | $-51M | |
| Liabilities + Equity | $689M | $627M | $409M | $381M | $408M | $389M | $260M | $176M | $110M | $93M | $90M | $25M |
Cashflow 16
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $20M | $29M | $31M | $29M | $27M | $22M | $15M | $13M | $10M | $6M | $4M | |
| Stock-based Comp | $71M | $60M | $52M | $43M | $17M | $10M | $8M | $6M | $6M | $4M | $1M | $892.0K | |
| Deferred Tax | $17M | $-87M | $-489.0K | $-597.0K | $340.0K | $29M | $-31M | $81.0K | $5.0K | $43.0K | · | · | |
| Amort. of Intangibles | $10M | $2M | $2M | $4M | $5M | $5M | $5M | $1M | $1M | $1M | $1M | $900.0K | |
| Restructuring | · | · | $10M | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-10M | $-9M | $-23M | $18M | $-14M | $-175M | $4M | $-5M | $860.0K | $6M | $2M | · | |
| Operating Cash Flow | $242M | $188M | $60M | $25M | $35M | $48M | $39M | $36M | $29M | $12M | $-7M | $475.0K | |
| CapEx | $3M | $2M | $9M | $7M | $8M | $19M | $8M | $2M | $2M | $4M | $4M | $2M | |
| Investing Cash Flow | $10M | $-152M | $-56M | $-6M | $-110M | $147M | $-90M | $-5M | $-23M | $-13M | $-59M | $-6M | |
| Stock Repurchased | $146M | $0 | $0 | $0 | $0 | $4M | $0 | $22M | $0 | $0 | · | · | |
| Net Stock Activity | $-146M | · | · | $0 | $0 | $-4M | $0 | $-22M | · | · | · | · | |
| Financing Cash Flow | $-188M | $-43M | $-26M | $-6M | $-7M | $-70M | $-7M | $26M | $-1M | $201.0K | $73M | $144.0K | |
| Net Change in Cash | $64M | $-7M | $-21M | $13M | $-82M | $124M | $-58M | · | · | · | · | · | |
| Taxes Paid | $29M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $239M | $186M | $51M | $19M | $27M | $29M | $31M | $34M | $27M | $7M | $-11M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $-11M | · |
Rentabilität 7
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.1% | 17.1% | 0.16% | -15.3% | -3.3% | 3.2% | 2.5% | 10.3% | 6.5% | -8.0% | -20.0% | · | |
| Net Margin | 14.8% | 25.7% | 0.44% | -14.4% | 0.29% | 51.1% | 14.2% | 10.5% | 6.8% | -7.8% | -20.9% | · | |
| Pretax Margin | 16.9% | 18.9% | 1.3% | -14.1% | 0.48% | 63.5% | 1.9% | 10.7% | 6.8% | -7.8% | -20.8% | · | |
| EBITDA Margin | 18.5% | 19.3% | 4.4% | -8.3% | 5.3% | 11.8% | 11.3% | 18.0% | 15.3% | 1.4% | -11.9% | · | |
| ROA | 21.4% | 39.4% | 0.68% | -17.3% | 0.26% | 48.8% | 16.7% | 14.0% | 9.6% | -9.0% | -27.0% | · | |
| ROE | 28.2% | 43.8% | 0.97% | -25.4% | 0.35% | 55.5% | 28.2% | 20.0% | 12.6% | -11.6% | -147.6% | · | |
| ROIC | 24.6% | 35.5% | 0.11% | -27.8% | -2.4% | 2.8% | 26.9% | 13.6% | 10.9% | -12.2% | -20.7% | · |
Liquidität & Solvenz 5
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.3 | 5.3 | 3.9 | 3.3 | 3.0 | 4.0 | 1.3 | 3.8 | 2.3 | 1.5 | 1.6 | · | |
| Quick Ratio | 1.3 | 1.1 | 1.0 | 1.4 | 1.3 | 3.0 | 0.5 | 2.8 | 2.1 | 1.3 | 1.4 | · | |
| Debt / Equity | · | · | · | · | · | 0.0 | 0.4 | 0.5 | · | · | · | · | |
| LT Debt / Equity | · | · | · | · | · | · | 0.4 | 0.5 | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | -18.8 | · |
Effizienz 2
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.4 | 1.5 | 1.6 | 1.2 | 0.9 | 1.0 | 1.2 | 1.3 | 1.4 | 1.2 | 1.3 | · | |
| Receivables Turnover | 31.1 | 35.3 | 33.3 | 32.4 | 31.7 | 35.2 | 39.2 | 42.7 | 48.8 | 46.3 | 46.3 | · |
Wachstumsraten 9
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 19.7% | 28.0% | 31.5% | 31.3% | 15.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 26.3% | 30.3% | 26.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 25.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -30.1% | 7828.6% | · | · | -99.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 469.8% | -74.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -2.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -30.9% | 7452.5% | · | · | -99.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 483.3% | -74.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -2.3% | · | · | · | · | · | · | · | · | · | · | · |
Bewertung (TTM) 4
| Kennzahl | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $951M | $794M | $620M | $472M | $359M | $310M | $256M | $190M | $144M | $106M | $75M | · | |
| Net Income TTM | $141M | $204M | $3M | $-68M | $1M | $158M | $36M | $20M | $10M | $-8M | $-16M | · | |
| P/E | 60.0 | 44.5 | 2474.9 | -54.0 | 4035.3 | 40.5 | 107.8 | 105.8 | 148.2 | -95.4 | -20.0 | · | |
| Earnings Yield | 1.7% | 2.2% | 0.04% | -1.8% | 0.02% | 2.5% | 0.93% | 0.95% | 0.67% | -1.1% | -5.0% | · |
Gewinn- und Verlustrechnung 14
| Kennzahl | Trend | 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 | $281M | $262M | $248M | $249M | $236M | $218M | $204M | $206M | $197M | $187M | $172M | $165M | $147M | $136M | $124M | $125M | |
| R&D Expense | $51M | $50M | $46M | $54M | $47M | $44M | $42M | $41M | $40M | $38M | $35M | $42M | $37M | $38M | $31M | $29M | |
| SG&A Expense | $26M | $24M | $23M | $27M | $22M | $23M | $23M | $21M | $20M | $21M | $19M | $24M | $19M | $32M | $25M | $19M | |
| Operating Expenses | $228M | $211M | $205M | $214M | $195M | $184M | $181M | $163M | $161M | $153M | $144M | $166M | $148M | $163M | $144M | $133M | |
| Operating Income | $53M | $51M | $44M | $35M | $41M | $34M | $23M | $43M | $36M | $34M | $28M | $-67.0K | $-679.0K | $-27M | $-20M | $-8M | |
| Other Non-op | $-1.0K | $569.0K | $-3.0K | $-4.0K | $-11.0K | $56.0K | $697.0K | $0 | $0 | $0 | $286.0K | $-249.0K | $-54.0K | $20.0K | $213.0K | $4M | |
| Pretax Income | $54M | $53M | $46M | $37M | $42M | $37M | $27M | $47M | $40M | $37M | $31M | $1M | $745.0K | $-25M | $-19M | $-3M | |
| Income Tax | $13M | $11M | $6M | $3M | $6M | $5M | $-76M | $14M | $10M | $-2M | $661.0K | $-25M | $20M | $10M | $513.0K | $938.0K | |
| Net Income | $42M | $42M | $40M | $34M | $36M | $31M | $103M | $33M | $30M | $39M | $30M | $26M | $-19M | $-35M | $-20M | $-4M | |
| EPS (Basic) | $1.17 | $1.19 | $1.11 | $0.94 | $1.00 | $0.86 | $2.83 | $0.91 | $0.82 | $1.07 | $0.86 | $0.74 | $-0.53 | $-0.99 | $-0.56 | $-0.12 | |
| EPS (Diluted) | $1.17 | $1.18 | $1.10 | $0.93 | $0.99 | $0.86 | $2.79 | $0.90 | $0.81 | $1.05 | $0.87 | $0.72 | $-0.53 | $-0.99 | $-0.56 | $-0.12 | |
| Shares (Basic) | 35,391,000 | 35,699,000 | -72,100,000 | 35,889,000 | 35,922,000 | 36,302,000 | -72,382,000 | 36,306,000 | 36,241,000 | 36,087,000 | -71,070,000 | 35,691,000 | 35,565,000 | 35,443,000 | -69,796,000 | 35,043,000 | |
| Shares (Diluted) | 35,461,000 | 35,812,000 | -72,784,000 | 36,259,000 | 36,204,000 | 36,648,000 | -73,390,000 | 36,756,000 | 36,742,000 | 36,674,000 | -71,073,000 | 36,482,000 | 35,565,000 | 35,443,000 | -69,796,000 | 35,043,000 | |
| EBITDA | $53M | $56M | · | $35M | $41M | $40M | · | $43M | $36M | $39M | · | $-67.0K | $-679.0K | $-20M | · | $-8M |
Bilanz 24
| Kennzahl | Trend | 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 | $217M | $147M | $107M | $76M | $73M | $57M | $43M | $62M | $60M | $59M | $50M | $60M | $25M | $104M | $71M | $67M | |
| Receivables | $50M | $44M | $37M | $34M | $33M | $27M | $24M | $26M | $26M | $26M | · | $20M | $20M | $17M | · | $15M | |
| Prepaid Expense | $53M | $59M | $65M | $68M | $37M | $34M | $33M | $38M | $42M | $37M | · | $28M | $25M | $26M | · | $23M | |
| Other Current Assets | $2M | $1M | $3M | $3M | · | · | $3M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $325M | $255M | $353M | $303M | $197M | $272M | $335M | $395M | $349M | $307M | · | $240M | $209M | $212M | · | $177M | |
| PP&E (Net) | $21M | $22M | $23M | $23M | $23M | $23M | $24M | $25M | $27M | $28M | · | $27M | $27M | $26M | · | $28M | |
| PP&E (Gross) | · | · | $43M | · | · | · | $41M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $20M | · | · | · | $16M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $96M | $96M | $96M | $96M | $96M | $96M | $96M | $56M | $56M | $56M | $56M | $56M | $56M | $56M | $56M | $56M | |
| Intangibles | $34M | $36M | $39M | $41M | $44M | $46M | $49M | · | · | · | · | $3M | $4M | $4M | · | $6M | |
| Other Non-current Assets | $15M | $15M | $14M | $12M | $11M | $13M | $9M | $13M | $12M | $11M | · | $9M | $8M | $9M | · | $9M | |
| Total Assets | $648M | $581M | $689M | $640M | $567M | $565M | $627M | $523M | $479M | $439M | · | $379M | $351M | $371M | · | $385M | |
| Accounts Payable | $5M | $4M | $4M | $4M | $3M | $5M | $2M | $509.0K | $1M | $2M | · | $1M | $2M | $740.0K | · | $2M | |
| Accrued Liabilities | $27M | $21M | $21M | $19M | $18M | $16M | $15M | $15M | $16M | $14M | · | $20M | $19M | $18M | · | $16M | |
| Current Liabilities | $85M | $72M | $107M | $100M | $68M | $59M | $63M | $64M | $63M | $56M | · | $74M | $75M | $80M | · | $58M | |
| Capital Leases | $31M | $32M | $33M | $35M | $35M | $36M | $37M | $38M | $39M | $40M | · | $41M | $40M | $45M | · | $53M | |
| Other Non-current Liabilities | $7M | $6M | $6M | $7M | $9M | $8M | $7M | $8M | $5M | $3M | · | $689.0K | $11M | $5M | · | $2M | |
| Total Liabilities | $122M | $110M | $146M | $142M | $112M | $103M | $107M | $110M | $108M | $100M | · | $116M | $125M | $130M | · | $113M | |
| Paid-in Capital | $309M | $295M | $284M | $280M | $271M | $262M | $255M | $251M | $243M | $240M | · | $233M | $223M | $219M | · | $197M | |
| Retained Earnings | $515M | $473M | $431M | $391M | $357M | $321M | $290M | $187M | $154M | $125M | · | $56M | $29M | $48M | · | $103M | |
| Treasury Stock | $298M | $298M | $172M | $172M | $172M | $122M | $26M | $26M | $26M | $26M | · | $26M | $26M | $26M | · | $26M | |
| AOCI | $-12.0K | $-12.0K | $30.0K | $-74.0K | $-71.0K | $-34.0K | $173.0K | $475.0K | $-184.0K | $-115.0K | · | $-9.0K | $-587.0K | $-921.0K | · | $-3M | |
| Stockholders' Equity | $526M | $470M | $543M | $499M | $456M | $462M | $519M | $413M | $371M | $339M | $297M | $263M | $226M | $241M | $266M | $272M | |
| Liabilities + Equity | $648M | $581M | $689M | $640M | $567M | $565M | $627M | $523M | $479M | $439M | · | $379M | $351M | $371M | · | $385M |
Cashflow 13
| Kennzahl | Trend | 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 | $5M | $5M | $5M | $5M | $6M | $6M | $5M | $5M | $5M | $5M | $9M | $7M | $6M | $7M | $8M | $7M | |
| Stock-based Comp | $20M | $18M | $15M | $21M | $18M | $16M | $16M | $15M | $14M | $13M | $10M | $16M | $11M | $15M | $13M | $11M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | $700.0K | $600.0K | $600.0K | $600.0K | $900.0K | $1M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $0 | $10M | · | · | · | · | |
| Other Non-cash | · | $-31M | · | · | · | $-16M | · | · | · | $-14M | · | · | · | $15M | · | · | |
| Operating Cash Flow | $88M | $34M | $65M | $86M | $53M | $38M | $37M | $58M | $51M | $43M | $31M | $37M | $-9M | $2M | $6M | $16M | |
| CapEx | $-3.0K | $231.0K | $1M | $1M | $275.0K | $230.0K | $195.0K | $363.0K | $38.0K | $1M | $3M | $4M | $1M | $794.0K | $597.0K | $844.0K | |
| Investing Cash Flow | $-11M | $138M | $-22M | $-72M | $24M | $81M | $-44M | $-46M | $-38M | $-23M | $-33M | $4M | $-63M | $36M | $-1M | $9M | |
| Stock Repurchased | $0 | $125M | $0 | $0 | $50M | $96M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $-125M | · | · | · | $-96M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-6M | $-132M | $-12M | $-11M | $-60M | $-105M | $-12M | $-9M | $-12M | $-10M | $-8M | $-6M | $-7M | $-5M | $-1M | $-8.0K | |
| Net Change in Cash | $70M | $40M | $31M | $3M | $17M | $14M | $-20M | $3M | $425.0K | $10M | $-10M | $35M | $-79M | $33M | $4M | $25M | |
| Free Cash Flow | · | $34M | · | · | · | $38M | · | · | · | $42M | · | · | · | $779.0K | · | · |
Rentabilität 7
| Kennzahl | Trend | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 18.8% | 19.4% | · | 14.1% | 17.2% | 15.5% | · | 20.7% | 18.2% | 18.2% | · | -0.04% | -0.46% | -19.5% | · | -6.2% | |
| Net Margin | 14.8% | 16.2% | · | 13.5% | 15.3% | 14.4% | · | 16.0% | 15.0% | 20.6% | · | 16.0% | -12.8% | -25.8% | · | -3.3% | |
| Pretax Margin | 19.4% | 20.2% | · | 14.7% | 17.8% | 16.9% | · | 22.6% | 20.0% | 19.8% | · | 0.89% | 0.51% | -18.5% | · | -2.6% | |
| EBITDA Margin | 18.8% | 21.3% | · | 14.1% | 17.2% | 18.4% | · | 20.7% | 18.2% | 20.7% | · | -0.04% | -0.46% | -14.4% | · | -6.2% | |
| ROA | 6.8% | 7.4% | · | 5.8% | 6.9% | 6.2% | · | 7.3% | 7.1% | 9.6% | · | 6.9% | -5.2% | -9.1% | · | -1.1% | |
| ROE | 8.5% | 9.1% | · | 7.4% | 8.7% | 7.8% | · | 9.8% | 9.9% | 13.3% | · | 9.9% | -7.7% | -13.3% | · | -1.5% | |
| ROIC | 7.7% | 8.6% | · | 6.4% | 7.6% | 6.2% | · | 7.3% | 7.3% | 10.5% | · | -0.46% | 7.6% | -15.4% | · | -3.7% |
Liquidität & Solvenz 2
| Kennzahl | Trend | 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 | 3.8 | 3.5 | · | 3.0 | 2.9 | 4.6 | · | 6.2 | 5.5 | 5.5 | · | 3.2 | 2.8 | 2.7 | · | 3.1 | |
| Quick Ratio | 3.2 | 2.6 | · | 1.1 | 1.6 | 1.4 | · | 1.4 | 1.3 | 1.5 | · | 1.1 | 0.6 | 1.5 | · | 1.4 |
Effizienz 2
| Kennzahl | Trend | 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 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.3 | |
| Receivables Turnover | 6.8 | 7.3 | · | 8.3 | 8.1 | 8.1 | · | 9.0 | 8.6 | 8.6 | · | 9.4 | 8.1 | 8.1 | · | 9.2 |
Bewertung (TTM) 4
| Kennzahl | Trend | 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 | $1.03B | $965M | · | $908M | $856M | $808M | · | $756M | $697M | $636M | · | $574M | $526M | $484M | · | $444M | |
| Net Income TTM | $154M | $143M | · | $134M | $130M | $133M | · | $128M | $76M | $11M | · | $-32M | $-88M | $-84M | · | $-49M | |
| P/E | 37.6 | 39.9 | · | 74.9 | 64.7 | 60.7 | · | 67.6 | 119.3 | 987.0 | · | -198.5 | -68.9 | -52.3 | · | -75.3 | |
| Earnings Yield | 2.7% | 2.5% | · | 1.3% | 1.6% | 1.7% | · | 1.5% | 0.84% | 0.10% | · | -0.50% | -1.5% | -1.9% | · | -1.3% |
Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre
Gewinn- und Verlustrechnung
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Umsatz | $951M | $794M | $620M | $472M | $359M |
| Betriebsgewinnmarge % | 16.1% | 17.1% | 0.16% | -15.3% | -3.3% |
| Nettoergebnis | $141M | $204M | $3M | $-68M | $1M |
| Verwässerte EPS | $3.88 | $5.55 | $0.07 | $-1.95 | $0.03 |
Bilanz
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Liquiditätsgrad | 3.3 | 5.3 | 3.9 | 3.3 | 3.0 |
| Quick Ratio | 1.3 | 1.1 | 1.0 | 1.4 | 1.3 |
Cashflow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Freier Cashflow | $239M | $186M | $51M | $19M | $27M |
Neueste Nachrichten Aktuelle Schlagzeilen über dieses Unternehmen
Handelssignale Aktuelle Kauf-/Verkaufssignale mit Einstiegspreis und Risiko-Ertrags-Verhältnis
Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten
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Institutionelle Eigentümer (13F) 426 Einreicher · $2.4B gesamt · Stand 30. Juni 2026
Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.
| Neue Positionen | Geschlossene Positionen | Erhöht | Abgenommen | Nettoveränderung der Aktien |
|---|---|---|---|---|
| 71 (-6 vs. Vorquartal) | 61 (-8 vs. Vorquartal) | 140 (-41 vs. Vorquartal) | 140 (+36 vs. Vorquartal) | +1.6M |
Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.
| Institution | Wert | Aktien | % der verfolgten 13F | Typ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $238.930.800 | 1.490.058 | 9,75% | Aktien |
| Ashe Capital Management, LP | $168.033.170 | 1.047.915 | 6,86% | Aktien |
| VANGUARD CAPITAL MANAGEMENT LLC | $166.994.583 | 1.041.438 | 6,82% | Aktien |
| STATE STREET CORP | $122.849.106 | 766.131 | 5,02% | Aktien |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $115.744.799 | 721.826 | 4,73% | Aktien |
| LONDON CO OF VIRGINIA | $112.750.940 | 703.151 | 4,60% | Aktien |
| Nellore Capital Management LLC | $105.007.603 | 654.865 | 4,29% | Aktien |
| GEODE CAPITAL MANAGEMENT, LLC | $67.186.992 | 418.883 | 2,74% | Aktien |
| Lead Edge Capital Management, LLC | $64.084.840 | 399.656 | 2,62% | Aktien |
| NEUBERGER BERMAN GROUP LLC | $62.731.486 | 391.216 | 2,56% | Aktien |
| Keenan Capital, LLC | $53.646.215 | 334.557 | 2,19% | Aktien |
| LONG WALK MANAGEMENT LP | $48.886.706 | 304.875 | 2,00% | Aktien |
| DIMENSIONAL FUND ADVISORS LP | $48.494.811 | 302.431 | 1,98% | Aktien |
| Caledonia (Private) Investments Pty Ltd | $46.575.582 | 290.462 | 1,90% | Aktien |
| Greenstone Partners & Co., LLC | $43.874.486 | 273.617 | 1,79% | Aktien |
| GILDER GAGNON HOWE & CO LLC | $40.129.872 | 250.264 | 1,64% | Aktien |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37.537.935 | 234.100 | 1,53% | Aktien |
| FMR LLC | $37.018.080 | 230.858 | 1,51% | Aktien |
| Greenstone Partners, L.P. | $36.601.032 | 132.776 | 1,49% | Aktien |
| VANGUARD GROUP INC | $33.261.273 | 142.967 | 1,36% | Aktien |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $31.875.656 | 198.788 | 1,30% | Aktien |
| RENAISSANCE TECHNOLOGIES LLC | $29.799.444 | 185.840 | 1,22% | Aktien |
| JONES FINANCIAL COMPANIES LLLP | $27.536.140 | 176.922 | 1,12% | Aktien |
| JENNISON ASSOCIATES LLC | $27.356.513 | 170.605 | 1,12% | Aktien |
| VANGUARD FIDUCIARY TRUST CO | $24.841.743 | 154.922 | 1,01% | Aktien |
| Caisse de depot et placement du Quebec | $22.119.801 | 137.947 | 0,90% | Aktien |
| FIRST TRUST ADVISORS LP | $20.630.631 | 128.660 | 0,84% | Aktien |
| AMERIPRISE FINANCIAL INC | $19.477.578 | 121.466 | 0,80% | Aktien |
| WELLINGTON MANAGEMENT GROUP LLP | $19.217.466 | 119.847 | 0,78% | Aktien |
| Sone Capital Management, LLC | $18.640.848 | 116.251 | 0,76% | Aktien |
| Point72 Asset Management, L.P. | $16.221.327 | 101.162 | 0,66% | Aktien |
| BROWN CAPITAL MANAGEMENT LLC | $15.962.682 | 99.549 | 0,65% | Aktien |
| NORGES BANK | $15.325.612 | 95.576 | 0,63% | Aktien |
| CROSSLINK CAPITAL INC | $14.967.069 | 93.340 | 0,61% | Aktien |
| TenCore Partners, LP | $14.154.095 | 88.270 | 0,58% | Aktien |
| ENVESTNET ASSET MANAGEMENT INC | $14.103.825 | 87.957 | 0,58% | Aktien |
| Langdon Equity Partners | $13.629.750 | 85.000 | 0,56% | Aktien |
| JPMORGAN CHASE & CO | $13.419.928 | 84.597 | 0,55% | Aktien |
| HMI Capital Management, L.P. | $12.026.250 | 75.000 | 0,49% | Aktien |
| Tensile Capital Management LP | $11.705.550 | 73.000 | 0,48% | Aktien |
| MILLENNIUM MANAGEMENT LLC | $11.131.176 | 69.418 | 0,45% | Aktien |
| Toroso Investments, LLC | $10.878.016 | 46.757 | 0,44% | Aktien |
| RHUMBLINE ADVISERS | $10.129.260 | 63.170 | 0,41% | Aktien |
| NEW YORK STATE COMMON RETIREMENT FUND | $9.995.417 | 62.335 | 0,41% | Aktien |
| Ranger Investment Management, L.P. | $9.090.081 | 56.689 | 0,37% | Aktien |
| Gotham Asset Management, LLC | $8.971.101 | 55.947 | 0,37% | Aktien |
| PRINCIPAL FINANCIAL GROUP INC | $8.900.339 | 55.471 | 0,36% | Aktien |
| EULAV Asset Management | $8.893.011 | 55.460 | 0,36% | Aktien |
| Quantinno Capital Management LP | $8.501.436 | 53.018 | 0,35% | Aktien |
| RIVERBRIDGE PARTNERS LLC | $8.151.692 | 50.837 | 0,33% | Aktien |
| ROYCE & ASSOCIATES LP | $7.882.646 | 49.159 | 0,32% | Aktien |
| Granite Investment Partners, LLC | $7.654.788 | 47.738 | 0,31% | Aktien |
| BANK OF AMERICA CORP /DE/ | $7.600.910 | 47.402 | 0,31% | Aktien |
| Swiss National Bank | $7.433.826 | 46.360 | 0,30% | Aktien |
| JANE STREET GROUP, LLC | $6.494.175 | 40.500 | 0,27% | Verkaufsoption |
| TWO SIGMA ADVISERS, LP | $6.189.886 | 26.606 | 0,25% | Aktien |
| BLAIR WILLIAM & CO/IL | $5.995.246 | 37.389 | 0,24% | Aktien |
| LOOMIS SAYLES & CO L P | $5.685.370 | 35.456 | 0,23% | Aktien |
| GOLDMAN SACHS GROUP INC | $5.499.684 | 34.298 | 0,22% | Aktien |
| ROYAL BANK OF CANADA | $5.469.000 | 34.106 | 0,22% | Aktien |
| Russell Investments Group, Ltd. | $5.004.202 | 31.208 | 0,20% | Aktien |
| Squarepoint Ops LLC | $4.880.733 | 30.438 | 0,20% | Aktien |
| BlackRock, Inc. | $4.672.278 | 29.138 | 0,19% | Aktien |
| CITADEL ADVISORS LLC | $4.537.905 | 28.300 | 0,19% | Verkaufsoption |
| Balyasny Asset Management L.P. | $4.528.124 | 28.239 | 0,18% | Aktien |
| Baker Avenue Asset Management, LP | $4.387.176 | 27.360 | 0,18% | Aktien |
| Atika Capital Management LLC | $4.307.322 | 26.862 | 0,18% | Aktien |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4.282.628 | 26.708 | 0,17% | Aktien |
| JANE STREET GROUP, LLC | $4.249.275 | 26.500 | 0,17% | Kaufoption |
| ALLIANCEBERNSTEIN L.P. | $4.237.625 | 26.851 | 0,17% | Aktien |
| XTX Topco Ltd | $4.205.981 | 26.230 | 0,17% | Aktien |
| CITADEL ADVISORS LLC | $4.153.065 | 25.900 | 0,17% | Kaufoption |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.066.390 | 25.766 | 0,17% | Aktien |
| Retirement Systems of Alabama | $3.985.339 | 24.854 | 0,16% | Aktien |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3.832.205 | 23.899 | 0,16% | Aktien |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.796.767 | 23.678 | 0,16% | Aktien |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3.661.272 | 22.833 | 0,15% | Aktien |
| Advisors Capital Management, LLC | $3.235.221 | 20.176 | 0,13% | Aktien |
| EFG Asset Management (North America) Corp. | $3.228.406 | 11.702 | 0,13% | Aktien |
| Assenagon Asset Management S.A. | $3.095.236 | 19.303 | 0,13% | Aktien |
| Orion Porfolio Solutions, LLC | $3.076.588 | 19.187 | 0,13% | Aktien |
| Davidson Kahn Capital Management, LLC | $3.035.426 | 18.930 | 0,12% | Aktien |
| Orion Portfolio Solutions, LLC | $3.025.164 | 13.757 | 0,12% | Aktien |
| VICTORY CAPITAL MANAGEMENT INC | $2.945.790 | 18.371 | 0,12% | Aktien |
| Alamar Capital Management, LLC | $2.878.283 | 17.950 | 0,12% | Aktien |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2.651.708 | 16.537 | 0,11% | Aktien |
| CHANNEL WEALTH LLC | $2.643.530 | 16.486 | 0,11% | Aktien |
| TWO SIGMA INVESTMENTS, LP | $2.561.110 | 15.972 | 0,10% | Aktien |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.453.355 | 15.300 | 0,10% | Verkaufsoption |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $2.426.772 | 10.431 | 0,10% | Aktien |
| Legal & General Group Plc | $2.331.649 | 14.541 | 0,10% | Aktien |
| WOLVERINE TRADING, LLC | $2.306.418 | 8.162 | 0,09% | Aktien |
| JOHNSON INVESTMENT COUNSEL INC | $2.278.734 | 14.211 | 0,09% | Aktien |
| Nicholas Investment Partners, LP | $2.256.285 | 14.071 | 0,09% | Aktien |
| MISSION WEALTH MANAGEMENT, LP | $2.255.644 | 14.067 | 0,09% | Aktien |
| Kerrisdale Advisers, LLC | $2.229.506 | 13.904 | 0,09% | Aktien |
| Man Group plc | $2.207.218 | 13.765 | 0,09% | Aktien |
| Aristides Capital LLC | $2.142.276 | 13.360 | 0,09% | Aktien |
| Connor, Clark & Lunn Investment Management Ltd. | $2.138.588 | 13.337 | 0,09% | Aktien |
| RAYMOND JAMES FINANCIAL INC | $2.128.326 | 13.273 | 0,09% | Aktien |
Unternehmensinsider 28 Insider · 2 Führungskräfte · 12 Direktoren
| Insider | Rolle | Letzte Aktivität | Gehaltene Aktien | Käufe 12m | Verkäufe 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Brian Donahoo | Chief Executive Officer | 25. Juni 2015 C | — | 0 | 0 | $0 |
| Klaus Schauser | Chief Strategist | 25. Juni 2015 C | — | 0 | 0 | $0 |
| Michael Miqi Yang | Direktor | 29. Juni 2026 A | 3.776 | 0 | 0 | $0 |
| Saori Casey | Direktor | 29. Juni 2026 A | 2.358 | 0 | 0 | $0 |
| Diya Jolly | Direktor | 29. Juni 2026 A | 2.217 | 0 | 0 | $0 |
| Olivia Nottebohm | Direktor | 29. Juni 2026 A | 4.019 | 0 | 0 | $0 |
| Agnes Bundy Scanlan | Direktor | 29. Juni 2026 A | 7.343 | 0 | 0 | $0 |
| Winifred Markus Webb | Direktor | 29. Juni 2026 A | 9.225 | 0 | 0 | $0 |
| APPFOLIO INC | Direktor | 29. Juni 2026 A | 2.217 | 0 | 0 | $0 |
| Timothy K Bliss | Direktor | 9. Juni 2025 P | 22.000 | 0 | 0 | $0 |
| William R Rauth III | Direktor | 1. Dezember 2021 J | 6.698 | 0 | 0 | $0 |
| Andreas Von Blottnitz | Direktor | 25. Juni 2015 A | 8.333 | 0 | 0 | $0 |
| Maurice J Duca | 10%-Eigentümer | 17. August 2026 S | 50.732 | 0 | 289 | $-37.717.667 |
| Investment Group of Santa Barbara, LLC | 10%-Eigentümer | 1. Dezember 2021 J | — | 0 | 0 | $0 |
| IGSB IVP III, LLC | 10%-Eigentümer | 1. Dezember 2021 J | — | 0 | 0 | $0 |
| IGSB Internal Venture Fund III, LLC | 10%-Eigentümer | 1. Dezember 2021 J | — | 0 | 0 | $0 |
| Charles J Keenan IV | 10%-Eigentümer | 10. Februar 2016 C | 58.343 | 0 | 0 | $0 |
| IGSB Internal Venture Fund II, LLC | 10%-Eigentümer | 18. Dezember 2015 J | — | 0 | 0 | $0 |
| IGSB IVP II, LLC | 10%-Eigentümer | 18. Dezember 2015 J | — | 0 | 0 | $0 |
| William Shane Trigg | — | 14. August 2026 S | 70.772 | 0 | 1 | $-421.685 |
| Evan Pickering | — | 12. August 2026 S | 5.167 | 0 | 8 | $-327.890 |
| Don Rigler | — | 10. August 2026 F | 4.025 | 0 | 2 | $-53.314 |
| Elizabeth Erin Barat | — | 10. August 2026 F | 20.301 | 0 | 0 | $0 |
| Timothy Mathias Eaton | — | 10. August 2026 F | 17.087 | 0 | 5 | $-413.788 |
| Janet Kerr | — | 10. März 2026 G | 10.352 | 0 | 0 | $0 |
| OBERNDORF WILLIAM E | — | 19. Juni 2017 S | 286.171 | 0 | 0 | $0 |
| James R Peters | — | 27. Juni 2016 A | 19.762 | 0 | 0 | $0 |
| Ida Kathleen Kane | — | 20. Mai 2016 A | — | 0 | 0 | $0 |
Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten
Aktivisten & 5%+-Eigentümer 7 Beteiligungen
Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.
| Anmelder | Eingereicht | Beteiligung | Status | Zweck | Einreichung |
|---|---|---|---|---|---|
| Maurice J Duca | 13. August 2026 | 21,20% | Änderung | — | SEC |
| Maurice J. Duca ×3 Einreichungen | 19. Juli 2024 | — | Erste Einreichung | — | SEC |
| Timothy K. Bliss ×2 Einreichungen | 15. Dezember 2023 | — | Erste Einreichung | — | SEC |
| IGSB IVP III, LLC, IGSB Internal Venture Fund III, LLC, Investment Group of Santa Barbara, LLC, Timothy K. Bliss, Maurice J. Duca, William R. Rauth III ×2 Einreichungen | 23. Dezember 2021 | — | Erste Einreichung | — | SEC |
| Marc Stad, Dragoneer Investment Group, LLC, Dragoneer Global Fund II, L.P. ×18 Einreichungen | 15. November 2017 | — | Erste Einreichung | — | SEC |
| William E. Oberndorf, Bill & Susan Oberndorf Foundation, Oberndorf Investments LLC, Peter C. Oberndorf, Peter Oberndorf Irrevocable Trust, dated 6/30/89, C aroline G. Oberndorf, William E. Oberndorf Irrevocable Trust, dated 6/30/89 ×2 Einreichungen | 15. Januar 2016 | — | Erste Einreichung | — | SEC |
| IGSB IVP II, LLC, IGSB Internal Venture Fund II, LLC, IGSB IVP III, LLC, IGSB Internal Venture Fund III, LLC, Investment Group of Santa Barbara, LLC, Timothy K. Bliss, Maurice J. Duca, William R. Rauth III ×3 Einreichungen | 31. Dezember 2015 | — | Erste Einreichung | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF-Besitz Gehalten von 88 ETFs
Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.
| Fonds | Gewicht | Anteile | Stand | Quelle |
|---|---|---|---|---|
| PJFM · PGIM ETF Trust | 1,29% | 1.331 NS | 29. Mai 2026 | N-PORT |
| RSMC · Tidal Trust III | 1,14% | 51.657 NS | 30. April 2026 | N-PORT |
| BUL · Pacer Funds Trust | 0,75% | 5.727 NS | 30. April 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,61% | 36 NS | 30. April 2026 | N-PORT |
| HOMZ · ETF Series Solutions | 0,50% | 1.057 NS | 31. Mai 2026 | N-PORT |
| NBSM · Neuberger Berman ETF Trust | 0,46% | 6.479 NS | 31. Mai 2026 | N-PORT |
| COWG · Pacer Funds Trust | 0,46% | 60.050 NS | 30. April 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,28% | 567 NS | 31. Mai 2026 | N-PORT |
| SKYU · ProShares Trust | 0,24% | 54 NS | 31. Mai 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,23% | 17.769 NS | 30. April 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,21% | 2.853 NS | 31. Mai 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,21% | 8.959 NS | 31. Mai 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 8.873 NS | 30. April 2026 | N-PORT |
| QLV · FlexShares Trust | 0,15% | 1.547 NS | 30. April 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,15% | 2.815 NS | 30. April 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,12% | 2.792 NS | 30. April 2026 | N-PORT |
| SXQG · EXCHANGE TRADED CONCEPTS TRUST | 0,12% | 488 NS | 31. Mai 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,11% | 4.166 NS | 30. April 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,10% | 14.732 NS | 30. April 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 41.389 NS | 30. April 2026 | N-PORT |
| MVV · ProShares Trust | 0,08% | 841 NS | 31. Mai 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,08% | 117.205 NS | 31. Mai 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,08% | 404 NS | 30. April 2026 | N-PORT |
| TMFE · RBB Fund, Inc. | 0,08% | 410 NS | 31. Mai 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,07% | 60.510 NS | 30. April 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 8.783 NS | 30. April 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,06% | 64.145 NS | 30. April 2026 | N-PORT |
| UMDD · ProShares Trust | 0,06% | 117 NS | 31. Mai 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,02% | 891 NS | 31. Mai 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0,02% | 312 NS | 29. Mai 2026 | N-PORT |
| LRND · New York Life Investments ETF Trust | 0,02% | 280 NS | 30. April 2026 | N-PORT |
| GGUS · Goldman Sachs ETF Trust | 0,01% | 390 NS | 31. Mai 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,01% | 338 NS | 31. Mai 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,01% | 30.886 NS | 30. April 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 7.557 NS | 31. Mai 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 1.296 NS | 30. April 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 1.195 NS | 30. April 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 1.314 NS | 30. April 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 7.590 NS | 30. April 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,01% | 14.981 NS | 31. Mai 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0,01% | 1.984 NS | 31. Mai 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 3.700 NS | 30. April 2026 | N-PORT |
| GUSA · Goldman Sachs ETF Trust II | 0,01% | 764 NS | 31. Mai 2026 | N-PORT |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 870 NS | 31. Mai 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 1.030 NS | 31. Mai 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15. Juli 2026 | Täglich |
| VB · VANGUARD INDEX FUNDS | — | — | 15. Juli 2026 | Täglich |
| VBK · VANGUARD INDEX FUNDS | — | — | 15. Juli 2026 | Täglich |
| VTI · VANGUARD INDEX FUNDS | — | — | 15. Juli 2026 | Täglich |
| VFMV · VANGUARD WELLINGTON FUND | — | — | 30. Juli 2026 | Täglich |