APPF Clase A AppFolio, Inc. - Class A Common Stock
NASDAQ · Technology · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 23, 2026APPF Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
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Acerca de AppFolio, Inc. - Class A Common Stock Descripción general de la empresa de 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.
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.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | APPF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 46.3promedio 5A ≈1312.1 | ≈1312.1 | 31.2 | Sobrevalorado |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | APPF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | 17.5%promedio 5A ≈2.9% | ≈2.9% | 7.6% | De primer nivel | |
| Margen EBITDA (TTM) | 19.5%promedio 5A ≈7.8% | ≈7.8% | 7.6% | De primer nivel | |
| Margen antes de impuestos (TTM) | 18.2%promedio 5A ≈4.7% | ≈4.7% | 6.4% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 15.1%promedio 5A ≈5.4% | ≈5.4% | 5.9% | De primer nivel | |
| ROA (TTM) | 25.9%promedio 5A ≈8.9% | ≈8.9% | 8.7% | De primer nivel | |
| ROE (TTM) | 32.1%promedio 5A ≈9.6% | ≈9.6% | -8.1% | De primer nivel | |
| ROIC | 24.6%promedio 5A ≈6.0% | ≈6.0% | 14.0% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | APPF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Ratio corriente (MRQ) | 3.8promedio 5A ≈3.8 | ≈3.8 | 1.6 | Liquidez sólida | |
| Quick Ratio (Ratio Rápido) | 1.3promedio 5A ≈1.2 | ≈1.2 | 1.0 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | APPF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 19.7%promedio 5A ≈25.3% | ≈25.3% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 26.3%promedio 5A ≈27.5% | ≈27.5% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 25.1% | · | · | · | |
| EPS YoY (EPS interanual) | -30.1%promedio 5A ≈2566.4% | ≈2566.4% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | -30.9%promedio 5A ≈2440.7% | ≈2440.7% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 469.8% | · | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | -2.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 483.3% | · | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | -2.3% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | APPF | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 1.4promedio 5A ≈1.3 | ≈1.3 | 0.7 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 31.1promedio 5A ≈32.8 | ≈32.8 | 20.9 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$558.6K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 29, 2026 | $1.71 | $1.72 | -0.77% |
| 31 de marzo de 2026 | $1.61 | $1.50 | 7.0% | |
| 31 de diciembre de 2025 | $1.39 | $1.28 | 8.7% | |
| 30 de septiembre de 2025 | $1.31 | $1.48 | -11.5% | |
| 30 de junio de 2025 | $1.38 | $1.31 | 5.4% | |
| 31 de marzo de 2025 | $1.21 | $1.25 | -3.1% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 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 | · |
Balance general
| Métrica | Tendencia | 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 |
Flujo de Efectivo
| Métrica | Tendencia | 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 | · |
Rentabilidad
| Métrica | Tendencia | 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% | · |
Liquidez y Solvencia
| Métrica | Tendencia | 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 | · |
Eficiencia
| Métrica | Tendencia | 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 | · |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $26.17 | $21.59 | $17.04 | $13.48 | $10.07 | $8.68 | $7.20 | $5.34 | $4.09 | · | · | · | |
| Cash Flow / Share | $6.66 | $5.12 | $1.66 | $0.72 | $0.99 | $1.35 | $1.09 | $1.02 | $0.84 | · | · | · | |
| EPS (TTM) | $3.88 | $5.55 | $0.07 | $-1.95 | $0.03 | $4.44 | $1.02 | $0.56 | $0.28 | $-0.25 | $-0.73 | · |
Tasas de Crecimiento
| Métrica | Tendencia | 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% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 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% | · |
Estado de resultados
| Métrica | Tendencia | 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 | · | 35,889,000 | 35,922,000 | 36,302,000 | · | 36,306,000 | 36,241,000 | 36,087,000 | · | 35,691,000 | 35,565,000 | 35,443,000 | · | 35,043,000 | |
| Shares (Diluted) | 35,461,000 | 35,812,000 | · | 36,259,000 | 36,204,000 | 36,648,000 | · | 36,756,000 | 36,742,000 | 36,674,000 | · | 36,482,000 | 35,565,000 | 35,443,000 | · | 35,043,000 | |
| EBITDA | $53M | $56M | · | $35M | $41M | $40M | · | $43M | $36M | $39M | · | $-67.0K | $-679.0K | $-20M | · | $-8M |
Balance general
| Métrica | Tendencia | 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 |
Flujo de Efectivo
| Métrica | Tendencia | 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 | · | · |
Rentabilidad
| Métrica | Tendencia | 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% |
Liquidez y Solvencia
| Métrica | Tendencia | 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 |
Eficiencia
| Métrica | Tendencia | 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 |
Por Acción
| Métrica | Tendencia | 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 / Share | $7.93 | $7.32 | · | $6.88 | $6.51 | $5.94 | · | $5.60 | $5.37 | $5.11 | · | $4.53 | $4.14 | $3.84 | · | $3.57 | |
| Cash Flow / Share | · | $0.96 | · | · | · | $1.05 | · | · | · | $1.17 | · | · | · | $0.04 | · | · | |
| EPS (TTM) | $4.38 | $4.20 | · | $5.57 | $5.54 | $5.36 | · | $3.63 | $3.45 | $2.11 | · | $-1.36 | $-2.20 | $-2.53 | · | $-1.43 |
Valoración (TTM)
| Métrica | Tendencia | 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 | $1.04B | $995M | · | $906M | $863M | $824M | · | $762M | $722M | $672M | · | $573M | $532M | $503M | · | $443M | |
| Net Income TTM | $158M | $152M | · | $204M | $203M | $197M | · | $132M | $125M | $76M | · | $-47M | $-78M | $-89M | · | $-50M | |
| P/E | 36.6 | 37.6 | · | 49.5 | 41.6 | 41.0 | · | 64.8 | 70.9 | 116.9 | · | -134.3 | -78.2 | -49.2 | · | -73.2 | |
| Earnings Yield | 2.7% | 2.7% | · | 2.0% | 2.4% | 2.4% | · | 1.5% | 1.4% | 0.86% | · | -0.74% | -1.3% | -2.0% | · | -1.4% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $951M | $794M | $620M | $472M | $359M |
| Margen Operativo % | 16.1% | 17.1% | 0.16% | -15.3% | -3.3% |
| Beneficio neto | $141M | $204M | $3M | $-68M | $1M |
| EPS Diluido | $3.88 | $5.55 | $0.07 | $-1.95 | $0.03 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ratio corriente | 3.3 | 5.3 | 3.9 | 3.3 | 3.0 |
| Ratio Rápido | 1.3 | 1.1 | 1.0 | 1.4 | 1.3 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $239M | $186M | $51M | $19M | $27M |
Propietarios institucionales (13F) 425 declarantes · $4.2B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 63 (-16 vs trimestre anterior) | 61 (-8 vs trimestre anterior) | 156 (-29 vs trimestre anterior) | 137 (+33 vs trimestre anterior) | +2.2M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $595 691 019 | 2 560 460 | 14,09% | Acciones |
| BlackRock, Inc. | $424 274 393 | 2 645 927 | 10,04% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $257 388 961 | 1 605 135 | 6,09% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $238 930 800 | 1 490 058 | 5,65% | Acciones |
| Ashe Capital Management, LP | $168 033 170 | 1 047 915 | 3,98% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $166 994 583 | 1 041 438 | 3,95% | Acciones |
| STATE STREET CORP | $122 849 106 | 766 131 | 2,91% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $115 744 799 | 721 826 | 2,74% | Acciones |
| LONDON CO OF VIRGINIA | $112 750 940 | 703 151 | 2,67% | Acciones |
| Nellore Capital Management LLC | $105 007 603 | 654 865 | 2,48% | Acciones |
| MORGAN STANLEY | $93 296 220 | 581 826 | 2,21% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $81 771 465 | 509 837 | 1,93% | Acciones |
| Lead Edge Capital Management, LLC | $64 084 840 | 399 656 | 1,52% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $63 203 236 | 394 158 | 1,50% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $56 418 667 | 351 847 | 1,33% | Acciones |
| Keenan Capital, LLC | $53 646 215 | 334 557 | 1,27% | Acciones |
| Invesco Ltd. | $53 571 012 | 334 088 | 1,27% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $51 626 955 | 321 989 | 1,22% | Acciones |
| LONG WALK MANAGEMENT LP | $48 886 706 | 304 875 | 1,16% | Acciones |
| BANK OF AMERICA CORP /DE/ | $47 635 815 | 297 074 | 1,13% | Acciones |
| Caledonia (Private) Investments Pty Ltd | $46 575 582 | 290 462 | 1,10% | Acciones |
| Greenstone Partners & Co., LLC | $43 874 486 | 273 617 | 1,04% | Acciones |
| NORTHERN TRUST CORP | $43 229 880 | 269 597 | 1,02% | Acciones |
| FMR LLC | $40 258 608 | 251 067 | 0,95% | Acciones |
| GILDER GAGNON HOWE & CO LLC | $40 129 872 | 250 264 | 0,95% | Acciones |
| JENNISON ASSOCIATES LLC | $38 189 920 | 238 166 | 0,90% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37 537 935 | 234 100 | 0,89% | Acciones |
| Greenstone Partners, L.P. | $36 601 032 | 132 776 | 0,87% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $36 063 356 | 224 904 | 0,85% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $29 799 444 | 185 840 | 0,70% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $27 536 140 | 176 922 | 0,65% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26 461 758 | 165 025 | 0,63% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $24 841 743 | 154 922 | 0,59% | Acciones |
| Bank of New York Mellon Corp | $23 523 746 | 146 702 | 0,56% | Acciones |
| WELLS FARGO & COMPANY/MN | $22 660 070 | 141 316 | 0,54% | Acciones |
| Caisse de depot et placement du Quebec | $22 119 801 | 137 947 | 0,52% | Acciones |
| UBS Group AG | $22 078 912 | 137 692 | 0,52% | Acciones |
| FIRST TRUST ADVISORS LP | $20 630 631 | 128 660 | 0,49% | Acciones |
| AMERIPRISE FINANCIAL INC | $20 546 471 | 128 132 | 0,49% | Acciones |
| Fiera Capital Corp | $20 222 861 | 126 117 | 0,48% | Acciones |
| FEDERATED HERMES, INC. | $19 859 588 | 123 852 | 0,47% | Acciones |
| Sone Capital Management, LLC | $18 640 848 | 116 251 | 0,44% | Acciones |
| ROYAL BANK OF CANADA | $17 405 000 | 108 539 | 0,41% | Acciones |
| JPMORGAN CHASE & CO | $17 095 253 | 108 071 | 0,40% | Acciones |
| Point72 Asset Management, L.P. | $16 221 327 | 101 162 | 0,38% | Acciones |
| BROWN CAPITAL MANAGEMENT LLC | $15 962 682 | 99 549 | 0,38% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $15 649 679 | 97 598 | 0,37% | Acciones |
| NORGES BANK | $15 325 612 | 95 576 | 0,36% | Acciones |
| CROSSLINK CAPITAL INC | $14 967 069 | 93 340 | 0,35% | Acciones |
| TenCore Partners, LP | $14 154 095 | 88 270 | 0,33% | Acciones |
Activistas y propietarios del %+ 5 7 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Maurice J Duca | 13 de agosto de 2026 | 21,20% | Enmienda | · | SEC |
| Maurice J. Duca ×3 presentaciones | 19 de julio de 2024 | · | Presentación inicial | · | SEC |
| Timothy K. Bliss ×2 presentaciones | 15 de diciembre de 2023 | · | Presentación inicial | · | 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 presentaciones | 23 de diciembre de 2021 | · | Presentación inicial | · | SEC |
| Marc Stad, Dragoneer Investment Group, LLC, Dragoneer Global Fund II, L.P. ×18 presentaciones | 15 de noviembre de 2017 | · | Presentación inicial | · | 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 presentaciones | 15 de enero de 2016 | · | Presentación inicial | · | 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 presentaciones | 31 de diciembre de 2015 | · | Presentación inicial | · | 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.
Informantes de la empresa 35 insiders · 12 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| William Shane Trigg | Chief Executive Officer | 14 de agosto de 2026 S | 70 772 | 0 | 24 | $-3 099 167 |
| Jason Robert Randall | Chief Executive Officer | 17 de diciembre de 2021 C | 0 | 0 | 0 | $0 |
| Brian Donahoo | Chief Executive Officer | 18 de enero de 2017 S | 996 149 | 0 | 0 | $0 |
| Timothy Mathias Eaton | Chief Financial Officer | 19 de agosto de 2026 S | 16 714 | 0 | 7 | $-607 414 |
| Fay Sien Goon | Chief Financial Officer | 10 de agosto de 2024 F | 90 971 | 0 | 0 | $0 |
| Ida Kathleen Kane | Chief Financial Officer | 13 de mayo de 2021 M | 375 | 0 | 0 | $0 |
| Evan Pickering | General Counsel | 12 de agosto de 2026 S | 5 167 | 0 | 9 | $-409 276 |
| Don Rigler | Principal Accounting Officer | 10 de agosto de 2026 F | 4 025 | 0 | 2 | $-53 314 |
| Elizabeth Erin Barat | Chief People Officer | 10 de agosto de 2026 F | 20 301 | 0 | 1 | $-312 761 |
| Matthew S Mazza | Chief Trust Officer | 15 de septiembre de 2025 S | 25 015 | 0 | 0 | $0 |
| Jonathan Walker | Founder | 10 de noviembre de 2022 F | 26 348 | 0 | 0 | $0 |
| Ann M Wilson | Principal Accounting Officer | 10 de febrero de 2022 J | 5 911 | 0 | 0 | $0 |
| Michael Miqi Yang | Consejero | 29 de junio de 2026 A | 3 776 | 0 | 0 | $0 |
| Saori Casey | Consejero | 29 de junio de 2026 A | 2 358 | 0 | 0 | $0 |
| Diya Jolly | Consejero | 29 de junio de 2026 A | 2 217 | 0 | 0 | $0 |
| Olivia Nottebohm | Consejero | 29 de junio de 2026 A | 4 019 | 0 | 0 | $0 |
| Agnes Bundy Scanlan | Consejero | 29 de junio de 2026 A | 7 343 | 0 | 0 | $0 |
| Winifred Markus Webb | Consejero | 29 de junio de 2026 A | 9 225 | 0 | 0 | $0 |
| APPFOLIO INC | Consejero | 29 de junio de 2026 A | 2 217 | 0 | 0 | $0 |
| Robert Donald Casey III | Consejero | 1 de agosto de 2025 A | 28 399 | 0 | 0 | $0 |
| Andreas Von Blottnitz | Consejero | 27 de junio de 2025 A | 6 764 | 0 | 0 | $0 |
| Timothy K Bliss | Consejero | 9 de junio de 2025 P | 22 000 | 0 | 0 | $0 |
| Alexander Wolf | Consejero | 14 de febrero de 2025 P | 2 000 | 0 | 0 | $0 |
| William R Rauth III | Consejero | 1 de diciembre de 2021 J | 6 698 | 0 | 0 | $0 |
| James R Peters | Consejero | 27 de junio de 2019 A | 25 400 | 0 | 0 | $0 |
| Maurice J Duca | Propietario del 10% | 21 de agosto de 2026 S | 31 500 | 0 | 357 | $-43 009 330 |
| Klaus Schauser | Propietario del 10% | 17 de noviembre de 2025 C | 505 000 | 0 | 0 | $0 |
| Investment Group of Santa Barbara, LLC | Propietario del 10% | 1 de diciembre de 2021 J | · | 0 | 0 | $0 |
| IGSB IVP III, LLC | Propietario del 10% | 1 de diciembre de 2021 J | · | 0 | 0 | $0 |
| IGSB Internal Venture Fund III, LLC | Propietario del 10% | 1 de diciembre de 2021 J | · | 0 | 0 | $0 |
| Charles J Keenan IV | Propietario del 10% | 10 de febrero de 2016 C | 58 343 | 0 | 0 | $0 |
| IGSB Internal Venture Fund II, LLC | Propietario del 10% | 18 de diciembre de 2015 J | · | 0 | 0 | $0 |
| IGSB IVP II, LLC | Propietario del 10% | 18 de diciembre de 2015 J | · | 0 | 0 | $0 |
| Janet Kerr | · | 10 de marzo de 2026 G | 10 352 | 0 | 0 | $0 |
| OBERNDORF WILLIAM E | · | 19 de junio de 2017 S | 286 171 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 66 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| GRPM · Invesco Exchange-Traded Fund Trust | 2,45% | 60 005 SH | 1 de octubre de 2026 | Diario |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,90% | 239 560 SH | 1 de octubre de 2026 | Diario |
| LSEQ · Harbor ETF Trust | 0,82% | 699 NS | 31 de julio de 2026 | N-PORT |
| BUL · Pacer Funds Trust | 0,81% | 5 938 NS | 31 de julio de 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0,64% | 10 524 SH | 1 de octubre de 2026 | Diario |
| MCOW · Pacer Funds Trust | 0,61% | 36 NS | 31 de julio de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,24% | 17 370 NS | 31 de julio de 2026 | N-PORT |
| QLV · FlexShares Trust | 0,24% | 2 184 NS | 31 de julio de 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,24% | 3 244 NS | 31 de julio de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,20% | 23 710 SH | 19 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,19% | 911 NS | 31 de julio de 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,18% | 3 644 SH | 1 de octubre de 2026 | Diario |
| IGV · iShares Trust | 0,17% | 109 834 SH | 11 de septiembre de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 6 517 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,16% | 7 600 SH | 11 de septiembre de 2026 | Diario |
| VFMV · VANGUARD WELLINGTON FUND | 0,16% | 4 232 SH | 19 de agosto de 2026 | Diario |
| IWP · iShares Trust | 0,14% | 128 445 SH | 11 de septiembre de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,12% | 2 645 NS | 31 de julio de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,11% | 38 771 SH | 19 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,11% | 15 243 NS | 31 de julio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,10% | 303 324 SH | 19 de agosto de 2026 | Diario |
| MIDU · Direxion Shares ETF Trust | 0,09% | 353 NS | 31 de julio de 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 41 872 NS | 31 de julio de 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 4 065 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,08% | 69 894 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,08% | 10 775 SH | 11 de septiembre de 2026 | Diario |
| SMMD · iShares Trust | 0,06% | 12 112 SH | 11 de septiembre de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 2 453 SH | 1 de octubre de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,06% | 8 292 SH | 1 de octubre de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,06% | 1 922 SH | 19 de agosto de 2026 | Diario |
| FTEC · FIDELITY COVINGTON TRUST | 0,06% | 65 861 NS | 31 de julio de 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 7 551 NS | 31 de julio de 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,05% | 546 712 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,04% | 1 376 SH | 11 de septiembre de 2026 | Diario |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,04% | 2 649 SH | 1 de octubre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,04% | 275 934 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,04% | 523 064 SH | 19 de agosto de 2026 | Diario |
| IWR · iShares Trust | 0,03% | 93 815 SH | 11 de septiembre de 2026 | Diario |
| IYW · iShares Trust | 0,02% | 28 250 SH | 11 de septiembre de 2026 | Diario |
| IGM · iShares Trust | 0,02% | 11 293 SH | 11 de septiembre de 2026 | Diario |
| LRND · New York Life Investments ETF Trust | 0,02% | 432 NS | 31 de julio de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,02% | 4 040 SH | 1 de octubre de 2026 | Diario |
| IWF · iShares Trust | 0,01% | 85 816 SH | 11 de septiembre de 2026 | Diario |
| IUSG · iShares Trust | 0,01% | 20 472 SH | 11 de septiembre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,01% | 32 075 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 724 113 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 3 734 SH | 19 de agosto de 2026 | Diario |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 37 470 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 1 971 SH | 19 de agosto de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 5 148 SH | 19 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,01% | 1 195 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 1 106 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 1 314 NS | 31 de julio de 2026 | N-PORT |
| IYY · iShares Trust | 0,01% | 1 026 SH | 9 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 30 417 SH | 11 de septiembre de 2026 | Diario |
| IWV · iShares Trust | 0,01% | 6 215 SH | 11 de septiembre de 2026 | Diario |
| IWB · iShares Trust | 0,01% | 15 208 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,01% | 4 383 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 7 089 NS | 31 de julio de 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 17 961 SH | 19 de agosto de 2026 | Diario |
| IJH · iShares Trust | · | 842 341 SH | 11 de septiembre de 2026 | Diario |
| IJK · iShares Trust | · | 139 351 SH | 11 de septiembre de 2026 | Diario |
| XJH · iShares Trust | · | 3 292 SH | 8 de septiembre de 2026 | Diario |
| ISCB · iShares Trust | · | 1 075 SH | 11 de septiembre de 2026 | Diario |
| SMLF · iShares Trust | · | 9 931 SH | 11 de septiembre de 2026 | Diario |
| SMMV · iShares Trust | · | 5 955 SH | 1 de septiembre de 2026 | Diario |
APPF Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
8 analistas · 2026-10-01Objetivo medio $236.04 +16,3%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| APPF | · | 60.0 | 19.7% | 14.8% | 28.2% | · |
| RIOT | $4.71B | -6.5 | 71.9% | -102.4% | -21.6% | · |
| YOU | · | · | 16.9% | 12.1% | 58.1% | · |
| DBX | $6.75B | 14.9 | -1.1% | 20.2% | -32.8% | 80.1% |
| CIFR | $5.98B | -6.9 | 48.0% | -367.2% | -105.8% | · |
| RNG | · | 60.2 | 4.8% | · | · | · |
| TTAN | · | -46.1 | 24.5% | · | · | · |
| QBTS | $9.38B | -23.6 | 178.5% | -1444.1% | -45.9% | 82.6% |
| PEGA | $10.17B | 28.0 | 16.6% | 22.5% | 55.7% | 75.9% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Últimas noticias Noticias recientes que mencionan a esta empresa
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