FORR Forrester Research, Inc. - Common Stock

NASDAQ · Professional Services · Auf SEC EDGAR ansehen ↗
$11,22
Kurs · Aug 18, 2026
Fundamentaldaten per Aug 6, 2026

FORR Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

Kurs
$11.22
Marktkapitalisierung
$213M
P/E (TTM)
-1.8
EPS (TTM)
$-6.28
Umsatz (TTM)
$397M
Dividendenrendite
ROE
-83.5%
Verschuldungsgrad
0.3
52W-Spanne
$5 – $12

FORR Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

Umsatz & Nettoergebnis $397M
10-point trend, +21.7%
2016-12-31 2025-12-31
EPS $-6.28
10-point trend, -747.4%
2016-12-31 2025-12-31
Freier Cashflow $18M
10-point trend, -52.0%
2016-12-31 2025-12-31
Margen -30.1%
2-point trend, -5.2%
2018-12-31 2019-12-31

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Kennzahl
5-Jahres-Trend
FORR
Peer-Median
P/E (TTM)
5-point trend, -102.8%
-1.8
23.4
P/S (TTM) (K/V (TTM))
5-point trend, -82.8%
0.5
1.6
P/B (K/B)
5-point trend, -77.8%
1.7
3.7
EV / EBITDA
5-point trend, -104.0%
-1.6
Price / FCF (Kurs / FCF)
5-point trend, -26.6%
11.8

Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC

Kennzahl
5-Jahres-Trend
FORR
Peer-Median
Operating Margin (Betriebsgewinnmarge)
5-point trend, -464.7%
-28.5%
Net Profit Margin (Nettogewinnmarge)
5-point trend, -697.8%
-30.1%
2.3%
ROA
5-point trend, -801.1%
-26.3%
3.9%
ROE
5-point trend, -780.1%
-83.5%
9.8%
ROIC
5-point trend, -775.4%
-70.0%

Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke

Kennzahl
5-Jahres-Trend
FORR
Peer-Median
Debt / Equity (Fremdkapital / Eigenkapital)
5-point trend, -24.8%
0.3
992.7
Current Ratio (Liquiditätsgrad)
5-point trend, +2.7%
0.9
0.9
Quick Ratio
5-point trend, -26.7%
0.5

Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR

Kennzahl
5-Jahres-Trend
FORR
Peer-Median
Revenue YoY (Umsatz YoY)
5-point trend, -19.7%
-8.2%
Revenue CAGR 3Y (Umsatz CAGR 3J)
5-point trend, -19.7%
-9.6%
Revenue CAGR 5Y (Umsatz CAGR 5J)
5-point trend, -19.7%
-2.4%
EPS YoY (EPS VjV)
5-point trend, -590.6%
-86.0%
Net Income YoY (Nettogewinn YoY)
5-point trend, -580.4%
-86.0%

Kennzahlen pro Aktie EPS, Buchwert pro Aktie, Cashflow pro Aktie, Dividende pro Aktie

Kennzahl
5-Jahres-Trend
FORR
Peer-Median
EPS (Diluted) (EPS (Verwässert))
5-point trend, -590.6%
$-6.28

Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag

Kennzahl
5-Jahres-Trend
FORR
Peer-Median

Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR

Dividendenrendite
Ausschüttungsquote
5J Div CAGR
Ex-DatumBetrag
11. Dezember 2018$0,2000
11. September 2018$0,2000
12. Juni 2018$0,2000
6. März 2018$0,2000
5. Dezember 2017$0,1900
1. September 2017$0,1900
5. Juni 2017$0,1900
27. Februar 2017$0,1900
5. Dezember 2016$0,1800
2. September 2016$0,1800
6. Juni 2016$0,1800
29. Februar 2016$0,1800
30. November 2015$0,1700
31. August 2015$0,1700
8. Juni 2015$0,1700
2. März 2015$0,1700
1. Dezember 2014$0,1600
29. August 2014$0,1600
2. Juni 2014$0,1600
3. März 2014$0,1600

FORR Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial

VERKAUF 6 Analysten
  • Starker Kauf 0 0,0%
  • Kauf 0 0,0%
  • Halten 3 50,0%
  • Verkauf 1 16,7%
  • Starker Verkauf 2 33,3%

12-Monats-Kursziel

1 Analysten · 2026-08-16
Median-Ziel $12.00 +7,0%
Mittelwert-Ziel $12.00 +7,0%

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

Durchschn. Überraschung
-0.02%
Zeitraum EPS Actual EPS est. Überraschung
30. Juni 2026 $0.40 $0.27 0.13%
31. März 2026 $-0.04 $0.12 -0.16%
31. Dezember 2025 $-0.04 $0.12 -0.16%
30. September 2025 $0.37 $0.31 0.06%
30. Juni 2025 $0.51 $0.51 0.00%
31. März 2025 $0.11 $0.08 0.03%

Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
FORR $154M -1.3 -8.2% -30.1% -83.5%
SPIR 5.0 -35.2% 71.7% 39.1% 40.8%
MG 23.9 -0.77% 2.3% 7.8% 28.2%
RCMT 9.3 14.7%
FC 81.5 -7.0% 1.1% 4.1% 76.2%
RGP $156M -3.7 -18.0% -9.0% -22.3% 37.5%
WFCF 38.3 -3.3%

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

Gewinn- und Verlustrechnung 16
Jährliche Gewinn- und Verlustrechnung-Daten für FORR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue 10-point trend, +21.7% $397M $432M $481M $538M $494M $449M $462M $358M $338M $326M · ·
Cost of Revenue 12-point trend, +42.3% $171M $183M $204M $224M $202M $162M $178M $129M $119M $112M $110M $120M
Gross Profit 6-point trend, +45.3% · · · · · · $279M $229M $219M $214M $204M $192M
SG&A Expense 12-point trend, +28.6% $218M $233M $254M $279M $258M $245M $253M $201M $191M $181M $179M $170M
Operating Expenses 12-point trend, +73.6% $510M $432M $474M $505M $456M $433M $463M $335M $310M $295M $295M $294M
Operating Income 12-point trend, -721.4% $-113M $740.0K $7M $33M $39M $-16M $1M $22M $28M $31M $19M $18M
Interest Expense 4-point trend, -69.4% · · · $2M $4M $5M $8M · · · · ·
Other Non-op 12-point trend, +708.6% $4M $4M $2M $222.0K $-1M $-374.0K $-515.0K $674.0K $301.0K $740.0K $511.0K $464.0K
Pretax Income 12-point trend, -749.4% $-119M $3M $6M $31M $33M $13M $-10M $24M $27M $31M $19M $18M
Income Tax 12-point trend, -100.7% $-49.0K $8M $3M $9M $8M $3M $-29.0K $8M $12M $13M $7M $8M
Net Income 12-point trend, -1198.6% $-119M $-6M $3M $22M $25M $10M $-10M $15M $15M $18M $12M $11M
EPS (Basic) 12-point trend, -1182.8% $-6.28 $-0.30 $0.16 $1.15 $1.30 $-0.53 $0.52 $0.85 $0.84 $0.98 $0.67 $0.58
EPS (Diluted) 12-point trend, -1201.8% $-6.28 $-0.30 $0.16 $1.14 $1.28 $0.53 $0.52 $0.84 $0.83 $0.97 $0.66 $0.57
Shares (Basic) 12-point trend, +1.6% 19,017,000 19,094,000 19,183,000 18,967,000 19,110,000 18,827,000 18,492,000 18,091,000 17,919,000 17,984,000 17,927,000 18,713,000
Shares (Diluted) 12-point trend, +0.1% 19,017,000 19,094,000 19,258,000 19,172,000 19,357,000 18,935,000 18,492,000 18,380,000 18,240,000 18,269,000 18,143,000 19,007,000
EBITDA 12-point trend, -721.4% $-113M $740.0K $7M $33M $39M $16M $-1M $22M $28M $31M $19M $18M
Bilanz 28
Jährliche Bilanz-Daten für FORR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +27.6% $63M $56M $73M $104M $116M $90M $68M $140M $80M $77M $53M $50M
Short-term Investments 2-point trend, -13.0% · · · · · · · · · · $48M $55M
Receivables 12-point trend, -24.6% $51M $55M $59M $73M $87M $85M $85M $67M $70M $59M $67M $67M
Prepaid Expense 12-point trend, -45.6% $12M $18M $9M $14M $19M $19M $19M $13M $19M $14M $16M $22M
Current Assets 12-point trend, +2.3% $213M $201M $216M $235M $269M $217M $192M $236M $237M $223M $198M $208M
PP&E (Net) 12-point trend, -65.1% $11M $12M $19M $23M $28M $27M $30M $22M $25M $24M $28M $32M
PP&E (Gross) 12-point trend, -8.7% $68M $74M $83M $89M $98M $95M $92M $85M $84M $77M $76M $75M
Accum. Depreciation 12-point trend, +34.0% $57M $62M $64M $66M $70M $68M $63M $63M $59M $54M $49M $42M
Goodwill 12-point trend, +57.0% $120M $228M $244M $242M $245M $247M $244M $85M $76M $73M $74M $77M
Intangibles 12-point trend, +453.8% $19M $27M $38M $50M $63M $78M $97M $5M $732.0K $1M $2M $3M
Other Non-current Assets 12-point trend, -16.9% $10M $8M $7M $8M $10M $6M $7M $5M $6M $14M $17M $12M
Total Assets 12-point trend, +21.4% $404M $504M $564M $608M $680M $644M $639M $354M $345M $336M $319M $333M
Accounts Payable 12-point trend, -8.8% $832.0K $965.0K $2M $361.0K $840.0K $657.0K $505.0K $588.0K $217.0K $2M $525.0K $912.0K
Accrued Liabilities 12-point trend, +72.3% $62M $58M $81M $91M $98M $77M $80M $54M $50M $41M $41M $36M
Current Liabilities 12-point trend, +32.1% $240M $204M $240M $269M $312M $270M $269M $190M $195M $177M $182M $182M
Capital Leases 7-point trend, -56.0% $30M $25M $38M $51M $65M $70M $67M · · · · ·
Deferred Tax 7-point trend, +5963.9% $6M · · · · · $23M $969.0K $408.0K $100.0K $200.0K $97.0K
Other Non-current Liabilities 10-point trend, -26.9% $2M $11M $11M $17M $24M $23M $24M $12M · · $3M $3M
Total Liabilities 12-point trend, +45.2% $278M $274M $324M $387M $476M $458M $481M $202M $204M $186M $192M $191M
Long-term Debt 5-point trend, -73.2% $35M $35M · · $75M $108M $131M · · · · ·
Total Debt 7-point trend, -73.2% $35M $35M $35M $50M $75M $108M $131M · · · · ·
Common Stock 12-point trend, +22.0% $255.0K $251.0K $247.0K $244.0K $241.0K $236.0K $233.0K $230.0K $224.0K $217.0K $211.0K $209.0K
Retained Earnings 12-point trend, -55.2% $53M $172M $178M $175M $153M $128M $118M $128M $123M $122M $117M $117M
Treasury Stock 12-point trend, +131.3% $230M $227M $211M $207M $192M $172M $172M $172M $162M $122M $120M $99M
AOCI 12-point trend, +32.2% $-1M $-8M $-5M $-8M $-3M $-690.0K $-5M $-5M $-2M $-8M $-5M $-2M
Stockholders' Equity 12-point trend, -10.6% $127M $230M $240M $222M $204M $186M $158M $152M $141M $150M $127M $142M
Liabilities + Equity 12-point trend, +21.4% $404M $504M $564M $608M $680M $644M $639M $354M $345M $336M $319M $333M
Shares Outstanding 12-point trend, +4.7% 19,013,000 18,838,000 19,248,000 19,062,000 19,058,000 19,017,000 18,644,000 18,320,000 18,041,000 18,361,000 17,752,000 18,153,000
Cashflow 15
Jährliche Cashflow-Daten für FORR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +64.6% $12M $14M $15M $15M $10M $11M $12M $8M $8M $8M $8M $7M
Deferred Tax 12-point trend, +47.8% $-4M $-58.0K $-5M $-7M $-275.0K $-2M $-4M $3M $6M $3M $-985.0K $-8M
Amort. of Intangibles 12-point trend, +302.8% $9M $10M $12M $13M $15M $20M $23M $1M $781.0K $831.0K $891.0K $2M
Restructuring 3-point trend, -43.5% · · · · · · · · · $1M $4M $2M
Operating Cash Flow 12-point trend, -26.8% $21M $-4M $22M $39M $107M $48M $48M $38M $37M $44M $34M $29M
CapEx 12-point trend, +98.7% $3M $3M $5M $6M $11M $9M $12M $5M $8M $4M $4M $2M
Investing Cash Flow 10-point trend, +21.3% $-14M $5M $-37M $-7M $-29M $-5M $250M $40M $-970.0K $-18M · ·
Stock Repurchased 12-point trend, -96.5% $3M $16M $4M $15M $20M $0 $0 $10M $40M $2M $21M $73M
Net Stock Activity 10-point trend, +96.5% $-3M $-16M $-4M $-15M $-20M · · $-10M $-40M $-2M $-21M $-73M
Dividends Paid 5-point trend, +21.2% · · · · · · · $15M $14M $13M $12M $12M
Financing Cash Flow 10-point trend, -2173.5% $-3M $-16M $-18M $-39M $-49M $-24M $129M $-14M $-38M $-113.0K · ·
Net Change in Cash 12-point trend, +130.2% $7M $-17M $-31M $-12M $27M $21M $-71M $61M $3M $24M $4M $-24M
Taxes Paid 12-point trend, -49.0% $7M $9M $11M $9M $10M $3M $4M $4M $10M $9M $6M $14M
Free Cash Flow 12-point trend, -33.7% $18M $-7M $16M $34M $96M $39M $37M $33M $30M $38M $29M $27M
Levered FCF 4-point trend, +12.4% · · · $32M $93M $35M $28M · · · · ·
Rentabilität 8
Jährliche Rentabilität-Daten für FORR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Gross Margin 2-point trend, -5.2% · · · · · · 60.5% 63.7% · · · ·
Operating Margin 8-point trend, -554.9% -28.5% 0.17% 1.4% 6.1% 7.8% 3.6% -0.23% 6.3% · · · ·
Net Margin 8-point trend, -799.3% -30.1% -1.3% 0.63% 4.0% 5.0% 2.2% -2.1% 4.3% · · · ·
Pretax Margin 8-point trend, -557.3% -30.1% 0.61% 1.3% 5.7% 6.7% 2.9% -2.1% 6.6% · · · ·
EBITDA Margin 8-point trend, -554.9% -28.5% 0.17% 1.4% 6.1% 7.8% 3.6% -0.23% 6.3% · · · ·
ROA 12-point trend, -988.2% -26.3% -1.1% 0.52% 3.4% 3.8% 1.6% -1.9% 4.4% 4.5% 5.4% 3.7% 3.0%
ROE 12-point trend, -1428.8% -83.5% -2.5% 1.3% 10.0% 12.3% 5.5% -6.3% 10.3% 10.4% 12.7% 8.9% 6.3%
ROIC 12-point trend, -1021.6% -70.0% -0.61% 1.2% 8.5% 10.4% 4.3% -0.37% 9.7% 10.8% 11.8% 9.2% 7.6%
Liquidität & Solvenz 5
Jährliche Liquidität & Solvenz-Daten für FORR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -22.6% 0.9 1.0 0.9 0.9 0.9 0.8 0.7 1.2 1.2 1.3 1.1 1.1
Quick Ratio 12-point trend, -49.7% 0.5 0.5 0.5 0.7 0.6 0.6 0.6 1.1 0.8 0.8 0.9 0.9
Debt / Equity 7-point trend, -66.5% 0.3 0.2 0.1 0.2 0.4 0.6 0.8 · · · · ·
LT Debt / Equity 7-point trend, -100.0% 0.0 0.2 0.1 0.2 0.4 0.5 0.8 · · · · ·
Interest Coverage 4-point trend, +10039.0% · · · 13.3 9.2 3.0 -0.1 · · · · ·
Effizienz 2
Jährliche Effizienz-Daten für FORR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Asset Turnover 8-point trend, -14.6% 0.9 0.8 0.8 0.8 0.7 0.7 0.9 1.0 · · · ·
Receivables Turnover 8-point trend, +43.4% 7.5 7.6 7.3 6.7 5.8 5.3 6.1 5.2 · · · ·
Pro Aktie 7
Jährliche Pro Aktie-Daten für FORR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, -14.7% $6.65 $12.18 $12.48 $11.63 $10.70 $9.77 $8.48 $8.28 $7.83 $8.17 $7.17 $7.80
Revenue / Share 8-point trend, +7.3% $20.87 $22.65 $24.97 $28.05 $25.54 $23.71 $24.97 $19.45 · · · ·
Cash Flow / Share 12-point trend, -26.8% $1.11 $-0.20 $1.13 $2.06 $5.53 $2.52 $2.62 $2.09 $2.06 $2.29 $1.79 $1.51
Cash / Share 12-point trend, +21.8% $3.33 $2.98 $3.79 $5.44 $6.07 $4.75 $3.64 $7.66 $4.42 $4.19 $3.00 $2.74
Dividend / Share 5-point trend, +25.0% · · · · · · · $1 $1 $1 $1 $1
Dividend Paid / Share · · · · · · · · · · · $0
EPS (TTM) 12-point trend, -1201.8% $-6.28 $-0.30 $0.16 $1.14 $1.28 $0.53 $0.52 $0.84 $0.83 $0.97 $0.66 $0.57
Wachstumsraten 7
Jährliche Wachstumsraten-Daten für FORR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -181.5% -8.2% -10.1% -10.6% 8.8% 10.1% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -516.9% -9.6% -4.4% 2.3% · · · · · · · · ·
Revenue CAGR 5Y -2.4% · · · · · · · · · · ·
EPS YoY 3-point trend, -160.7% · · -86.0% -10.9% 141.5% · · · · · · ·
EPS CAGR 3Y · · -32.9% · · · · · · · · ·
Net Income YoY 3-point trend, -157.8% · · -86.0% -12.2% 148.7% · · · · · · ·
Net Income CAGR 3Y · · -32.7% · · · · · · · · ·
Bewertung (TTM) 16
Jährliche Bewertung (TTM)-Daten für FORR
Kennzahl Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +34.9% $397M $432M $481M $538M $494M $449M $462M $358M $338M $326M $294M $294M
Net Income TTM 12-point trend, -1198.6% $-119M $-6M $3M $22M $25M $10M $-10M $15M $15M $18M $12M $11M
Market Cap 12-point trend, -78.4% $154M $295M $516M $682M $1.12B $797M $777M $819M $797M $789M $506M $715M
Enterprise Value 7-point trend, -85.0% $126M $274M $478M $628M $1.08B $814M $840M · · · · ·
P/E 12-point trend, -101.9% -1.3 -52.2 167.6 31.4 45.9 79.1 80.2 53.2 53.3 44.3 43.2 69.1
P/S 12-point trend, -84.0% 0.4 0.7 1.1 1.3 2.3 1.8 1.7 2.3 2.4 2.4 1.7 2.4
P/B 12-point trend, -75.8% 1.2 1.3 2.1 3.1 5.5 4.3 4.9 5.4 5.6 5.3 4.0 5.0
P / Cash Flow 12-point trend, -70.5% 7.3 -76.5 23.8 17.3 10.5 16.7 16.1 21.3 21.3 18.8 15.6 24.8
P / FCF 12-point trend, -67.4% 8.5 -40.7 31.9 20.2 11.6 20.5 21.3 24.5 26.9 20.9 17.7 26.2
EV / EBITDA 7-point trend, +99.9% -1.1 370.4 70.7 19.2 27.9 50.3 -781.5 · · · · ·
EV / FCF 7-point trend, -69.7% 7.0 -37.8 29.6 18.6 11.2 21.0 23.0 · · · · ·
EV / Revenue 7-point trend, -82.5% 0.3 0.6 1.0 1.2 2.2 1.8 1.8 · · · · ·
Dividend Yield 5-point trend, +6.0% · · · · · · · 1.8% 1.7% 1.7% 2.4% 1.7%
Earnings Yield 12-point trend, -5433.8% -77.3% -1.9% 0.60% 3.2% 2.2% 1.3% 1.2% 1.9% 1.9% 2.3% 2.3% 1.5%
Payout Ratio 5-point trend, -14.4% · · · · · · · 94.3% 90.0% 73.6% 101.5% 110.1%
Annual Payout 5-point trend, +21.2% · · · · · · · $15M $14M $13M $12M $12M

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

Gewinn- und Verlustrechnung
2025-12-312024-12-312023-12-312022-12-312021-12-31
Umsatz $397M$432M$481M$538M$494M
Betriebsgewinnmarge % -28.5%0.17%1.4%6.1%7.8%
Nettoergebnis $-119M$-6M$3M$22M$25M
Verwässerte EPS $-6.28$-0.30$0.16$1.14$1.28
Bilanz
2025-12-312024-12-312023-12-312022-12-312021-12-31
Fremdkapital / Eigenkapital 0.30.20.10.20.4
Liquiditätsgrad 0.91.00.90.90.9
Quick Ratio 0.50.50.50.70.6
Cashflow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Freier Cashflow $18M$-7M$16M$34M$96M

Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten

📊

Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das ➕ neben jeder Zeile in den vollständigen Fundamentaldaten oben.

Ihre Auswahl wird gespeichert und begleitet Sie über alle Ticker hinweg.

Institutionelle Eigentümer (13F) 104 Einreicher · $72.3M 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.

Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
24 (+8 vs. Vorquartal) 20 (-3 vs. Vorquartal) 32 (-2 vs. Vorquartal) 32 (+4 vs. Vorquartal) +509K

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
Portolan Capital Management, LLC $13.657.209 1.623.925 18,90% Aktien
Nantahala Capital Management, LLC $6.420.581 763.446 8,88% Aktien
FIRST MANHATTAN CO. LLC. $6.307.500 750.000 8,73% Aktien
Pacific Ridge Capital Partners, LLC $5.931.943 705.344 8,21% Aktien
VANGUARD CAPITAL MANAGEMENT LLC $4.208.322 500.395 5,82% Aktien
RENAISSANCE TECHNOLOGIES LLC $3.517.112 418.206 4,87% Aktien
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $3.083.854 366.689 4,27% Aktien
AQR CAPITAL MANAGEMENT LLC $2.931.667 348.593 4,06% Aktien
Quantinno Capital Management LP $2.432.130 289.195 3,37% Aktien
Ancora Advisors LLC $2.269.783 269.891 3,14% Aktien
ArrowMark Colorado Holdings LLC $1.949.505 231.808 2,70% Aktien
DIMENSIONAL FUND ADVISORS LP $1.615.368 192.077 2,23% Aktien
GEODE CAPITAL MANAGEMENT, LLC $1.206.180 143.387 1,67% Aktien
TWO SIGMA INVESTMENTS, LP $1.111.819 132.202 1,54% Aktien
Nierenberg Investment Management Company, LLC $1.102.635 131.110 1,53% Aktien
BRIDGEWAY CAPITAL MANAGEMENT, LLC $1.039.619 123.617 1,44% Aktien
TWO SIGMA ADVISERS, LP $859.932 105.903 1,19% Aktien
KESTREL INVESTMENT MANAGEMENT CORP $769.515 91.500 1,06% Aktien
Trexquant Investment LP $646.864 76.916 0,89% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $626.974 74.551 0,87% Aktien
VANGUARD FIDUCIARY TRUST CO $588.835 70.016 0,81% Aktien
Qube Research & Technologies Ltd $580.223 68.992 0,80% Aktien
MORGAN STANLEY $577.885 68.714 0,80% Aktien
MARSHALL WACE, LLP $554.867 65.977 0,77% Aktien
STATE STREET CORP $548.441 65.213 0,76% Aktien
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $545.422 64.854 0,75% Aktien
JANE STREET GROUP, LLC $494.247 58.769 0,68% Aktien
Russell Investments Group, Ltd. $389.499 46.313 0,54% Aktien
MILLENNIUM MANAGEMENT LLC $368.013 43.759 0,51% Aktien
AMERIPRISE FINANCIAL INC $336.947 40.065 0,47% Aktien
MERCER GLOBAL ADVISORS INC /ADV $324.441 38.578 0,45% Aktien
HSBC HOLDINGS PLC $322.002 38.425 0,45% Aktien
FEDERATED HERMES, INC. $305.165 36.286 0,42% Aktien
BANK OF AMERICA CORP /DE/ $296.057 35.203 0,41% Aktien
BARCLAYS PLC $277.168 32.957 0,38% Aktien
VANGUARD PORTFOLIO MANAGEMENT LLC $275.781 32.792 0,38% Aktien
NORTHERN TRUST CORP $239.416 28.468 0,33% Aktien
IEQ CAPITAL, LLC $227.406 27.040 0,31% Aktien
Vanguard Personalized Indexing Management, LLC $226.170 26.893 0,31% Aktien
Aster Capital Management (DIFC) Ltd $215.380 25.610 0,30% Aktien
Bank of New York Mellon Corp $212.723 25.294 0,29% Aktien
BlackRock, Inc. $208.736 24.820 0,29% Aktien
XTX Topco Ltd $198.972 23.659 0,28% Aktien
Cubist Systematic Strategies, LLC $190.249 17.948 0,26% Aktien
D. E. Shaw & Co., Inc. $179.881 21.389 0,25% Aktien
GOLDMAN SACHS GROUP INC $170.303 20.250 0,24% Aktien
Inscription Capital, LLC $166.989 19.856 0,23% Aktien
Mariner, LLC $156.183 18.571 0,22% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $136.420 13.642 0,19% Aktien
Squarepoint Ops LLC $132.264 15.727 0,18% Aktien
OPPENHEIMER ASSET MANAGEMENT INC. $131.802 15.672 0,18% Aktien
PNC Financial Services Group, Inc. $126.705 15.066 0,18% Aktien
Focus Partners Wealth $109.548 13.026 0,15% Aktien
Steward Partners Investment Advisory, LLC $101.185 12.032 0,14% Aktien
AMERICAN CENTURY COMPANIES INC $98.548 11.718 0,14% Aktien
Arax Advisory Partners $84.764 10.079 0,12% Aktien
FMR LLC $80.660 9.591 0,11% Aktien
Versant Capital Management, Inc $70.308 8.360 0,10% Aktien
CWM, LLC $52.802 9.329 0,07% Aktien
RHUMBLINE ADVISERS $51.594 6.135 0,07% Aktien
Vanguard Global Advisers, LLC $34.052 4.049 0,05% Aktien
VANGUARD GROUP INC $32.878 4.049 0,05% Aktien
BNP PARIBAS FINANCIAL MARKETS $30.091 3.578 0,04% Aktien
Clear Street Group Inc. $26.189 3.114 0,04% Aktien
ELKHORN PARTNERS LIMITED PARTNERSHIP $25.230 3.000 0,03% Aktien
GAMMA Investing LLC $12.674 1.507 0,02% Aktien
Integrated Wealth Concepts LLC $9.733 1.157 0,01% Aktien
SEI INVESTMENTS CO $6.970 827 0,01% Aktien
SIMPLEX TRADING, LLC $6.433 765 0,01% Aktien
Tieton Capital Management, LLC $6.370 757.476 0,01% Aktien
Allworth Financial LP $5.677 675 0,01% Aktien
Essential Partners LLC $5.475 651 0,01% Aktien
Nuveen Asset Management, LLC $4.341 277 0,01% Aktien
ACADIAN ASSET MANAGEMENT LLC $3.609 429.610 0,00% Aktien
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $3.504 619 0,00% Aktien
Invesco Ltd. $2.658 316 0,00% Aktien
OSAIC HOLDINGS, INC. $2.463 293 0,00% Aktien
US BANCORP \DE\ $2.313 275 0,00% Aktien
JPMORGAN CHASE & CO $1.827 217 0,00% Aktien
Physician Wealth Advisors, Inc. $1.489 177 0,00% Aktien
IFP Advisors, Inc $1.346 160 0,00% Aktien
Farther Finance Advisors, LLC $1.279 152 0,00% Aktien
True Wealth Design, LLC $1.178 140 0,00% Aktien
ROTHSCHILD INVESTMENT LLC $1.076 128 0,00% Aktien
Fortitude Family Office, LLC $1.034 123 0,00% Aktien
Rialto Wealth Management, LLC $665 79 0,00% Aktien
GSA CAPITAL PARTNERS LLP $541 64.275 0,00% Aktien
PRICE T ROWE ASSOCIATES INC /MD/ $461 54.743 0,00% Aktien
COOPER CREEK PARTNERS MANAGEMENT LLC $393 46.779 0,00% Aktien
Transamerica Financial Advisors, LLC $311 37 0,00% Aktien
EverSource Wealth Advisors, LLC $235 28 0,00% Aktien
UBS Group AG $235 28 0,00% Aktien
Sunbelt Securities, Inc. $209 37 0,00% Aktien
WELLS FARGO & COMPANY/MN $168 20 0,00% Aktien
SJS Investment Consulting Inc. $135 16 0,00% Aktien
Caitong International Asset Management Co., Ltd $93 11 0,00% Aktien
Wealth Enhancement Trust Services, Inc. $93 11 0,00% Aktien
Optiver Holding B.V. $50 6 0,00% Aktien
NISA INVESTMENT ADVISORS, LLC $50 6 0,00% Aktien
Clearstead Advisors, LLC $17 2 0,00% Aktien

Unternehmensinsider 57 Insider · 42 Führungskräfte · 15 Direktoren

Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
George F Colony Chairman and CEO 13. Juni 2024 G 544.798 0 0 $0
Leo Christian Finn Chief Financial Officer 1. April 2026 A 41.476 0 0 $0
Michael A Doyle Chief Financial Officer 15. Dezember 2020 M 44.429 0 0 $0
Warren Hadley Chief Financial Officer 15. Juni 2006 M 5.667 0 0 $0
Dennis Van Lingen President, EMEA 3. August 2015 A 3.383 0 0 $0
Robert W Davidson President, Europe 28. April 2006 M 0 0 0 $0
Charles Rutstein Chief Operating Officer 10. September 2012 M 2.125 0 0 $0
Christophe Favre Chief Sales Officer 1. August 2026 M 14.071 0 0 $0
Andrew Cox Chief Marketing Officer 1. August 2026 M 5.675 0 0 $0
Michael Facemire Chief Technology Officer 1. August 2026 M 8.109 0 0 $0
Scott Chouinard Chief Accounting Officer 1. August 2026 M 15.264 0 0 $0
Jobina Gonsalves Chief People Officer 1. Juni 2026 M 10.230 0 0 $0
Sharyn Leaver Chief Research Officer 1. April 2026 A 28.804 0 0 $0
Ryan Darrah Chief Legal Officer 1. April 2026 A 32.244 0 0 $0
Nathaniel Swan Chief Sales Officer 1. April 2025 A 9.666 0 0 $0
Shirley Macbeth Chief Marketing Officer 1. August 2024 M 14.020 0 0 $0
Steven P. Peltzman CBTO 1. August 2024 M 21.067 0 0 $0
Michael Kasparian Chief Information Officer 1. Juni 2024 M 17.169 0 0 $0
Sarah Le Roy Chief People Officer 1. Mai 2023 M 1.603 0 0 $0
Alicia Lee Chief Consulting Officer 15. Dezember 2022 S 5.407 0 0 $0
Kelley Hippler Chief Sales Officer 12. August 2022 M 28.346 0 0 $0
Sherri Kottmann Chief People Officer 2. August 2021 A 5.112 0 0 $0
Mack Brothers Chief Product Officer 1. August 2019 A 21.917 0 0 $0
Victor Milligan Chief Marketing Officer 1. August 2019 A 14.297 0 0 $0
Cliff Condon Chief Research Officer 1. September 2018 M 23.415 0 0 $0
Lucia Luce Quinn Chief People Officer 3. August 2018 M 21.814 0 0 $0
Michael Morhardt Chief Sales Officer 8. Juni 2017 S 5.176 0 0 $0
MANN GAIL Chief Legal Officer 16. November 2016 M 6.136 0 0 $0
Thomas R. Pohlmann Officer 3. Juni 2014 M 1.114 0 0 $0
Ellen Daley Managing Director, Tech. Ind. 3. Juni 2013 A 656 0 0 $0
Gregory Nelson Chief Sales Officer 14. Mai 2012 A 641 0 0 $0
Elizabeth A Lemons Chief People Officer 14. Mai 2012 A 0 0 0 $0
Dwight Griesman Chief Marketing Officer 14. Februar 2012 M 264 0 0 $0
Mark R Nemec Managing Director, Tech. Ind. 1. Juli 2011 A 0 0 0 $0
George Orlov Chief Technology Officer 27. Mai 2011 M 0 0 0 $0
Julie H Meringer Managing Director, IT 6. Dezember 2010 M 1.300 0 0 $0
Brian Kardon Chief Marketing Officer 5. Dezember 2007 M 3.714 0 0 $0
Daniel Mahoney Chief Research Officer 14. Dezember 2006 M 3.650 0 0 $0
Timothy Riley Chief People Officer 22. August 2006 M 0 0 0 $0
Richard Belanger Chief Technology Officer 8. November 2004 S 0 0 0 $0
Tahar Bouhafs Managing Director 3. November 2004 M 0 0 0 $0
Emily Nagle Green Managing Director 27. Oktober 2003 M 16.136 0 0 $0
Neil Bradford Direktor 1. Juni 2026 F 45.602 0 0 $0
Cory Munchbach Direktor 12. Mai 2026 A 22.737 0 0 $0
Robert Paul Bennett Direktor 12. Mai 2026 A 27.305 0 0 $0
Anthony J Friscia Direktor 12. Mai 2026 A 41.938 0 0 $0
Warren N Romine Direktor 12. Mai 2026 A 29.702 0 0 $0
David Boyce Direktor 3. Juni 2024 A 20.362 0 0 $0
Yvonne Wassenaar Direktor 3. Juni 2024 A 26.423 0 0 $0
Robert Galford Direktor 3. Juni 2024 A 27.226 0 0 $0

Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten

Aktivisten & 5%+-Eigentümer 1 Beteiligung

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
P2 Capital Partners, LLC, P2 Capital Master Fund I, L.P., P2 Capital Master Fund VI, L.P., P2 Capital Master Fund XII, L.P., Claus Moller ×7 Einreichungen 1. März 2017 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 17 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
FSCC · Federated Hermes ETF Trust 0,09% 34.139 NS 31. Mai 2026 N-PORT
IWC · iShares Trust 0,03% 40.637 SH 8. August 2026 Täglich
GSSC · Goldman Sachs ETF Trust 0,01% 17.080 NS 31. Mai 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,01% 12.849 SH 8. August 2026 Täglich
AVSC · AMERICAN CENTURY ETF TRUST 0,00% 11.718 NS 31. Mai 2026 N-PORT
DFAS · Dimensional ETF Trust 0,00% 65.328 NS 30. April 2026 N-PORT
RSSL · Global X Funds 0,00% 5.162 NS 30. April 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,00% 30.470 NS 31. Mai 2026 N-PORT
ITWO · ProShares Trust 0,00% 539 NS 31. Mai 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,00% 57.881 NS 31. Mai 2026 N-PORT
UWM · ProShares Trust 0,00% 421 NS 31. Mai 2026 N-PORT
URTY · ProShares Trust 0,00% 426 NS 31. Mai 2026 N-PORT
HDG · ProShares Trust 0,00% 11 NS 31. Mai 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 7.000 NS 31. Mai 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 135.053 SH 8. August 2026 Täglich
VTI · VANGUARD INDEX FUNDS 0,00% 351.436 SH 8. August 2026 Täglich
VIS · VANGUARD WORLD FUND 0,00% 15.003 SH 8. August 2026 Täglich