APPF AppFolio, Inc. - Class A Common Stock
$211,09
Precio · Ago 19, 2026
Fundamentales a fecha de Jul 23, 2026
Rango 52S
$143–$289
47% of range
Calificación del Analista
BUY
17 analysts
Precio Objetivo
$225
+7% upside
P/E (TTM)
60.0
ROE
28.2%
Margen de Beneficio Neto
14.8%
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.
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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.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
APPF Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$211.09
Capitalización Bursátil
—
P/E (TTM)
60.0
BPA (TTM)
$3.88
Ingresos (TTM)
$951M
Rendimiento div.
—
ROE
28.2%
Deuda/Capital
—
Rango 52S
$143 – $289
APPF Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$951M
2016-12-31
→
2025-12-31
BPA
$3.88
2016-12-31
→
2025-12-31
Flujo de caja libre
$239M
2016-12-31
→
2025-12-31
Márgenes
14.8%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
APPF
Mediana de Pares
P/E (TTM)
60.0
41.7
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
APPF
Mediana de Pares
Operating Margin (Margen Operativo)
16.1%
—
Net Profit Margin (Margen de Beneficio Neto)
14.8%
-0.93%
ROA
21.4%
0.93%
ROE
28.2%
-19.7%
ROIC
24.6%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
APPF
Mediana de Pares
Current Ratio (Ratio corriente)
3.3
2.1
Quick Ratio (Ratio Rápido)
1.3
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
APPF
Mediana de Pares
Revenue YoY (Ingresos interanuales)
19.7%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
26.3%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
25.1%
—
EPS YoY (EPS interanual)
-30.1%
—
Net Income YoY (Beneficio Neto interanual)
-30.9%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
APPF
Mediana de Pares
APPF Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
17 analistas
- Compra fuerte 4 23,5%
- Compra 12 70,6%
- Mantener 1 5,9%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
9 analistas · 2026-08-13
Mediana
$226.00
Ahora
$211.09
Mín
$185.00
Máx
$260.00
Objetivo mediano
$226.00
+7,1%
Objetivo medio
$225.11
+6,6%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.01%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.71 | $1.72 | -0.01% |
| 31 de marzo de 2026 | $1.61 | $1.50 | 0.11% |
| 31 de diciembre de 2025 | $1.39 | $1.28 | 0.11% |
| 30 de septiembre de 2025 | $1.31 | $1.48 | -0.17% |
| 30 de junio de 2025 | $1.38 | $1.31 | 0.07% |
| 31 de marzo de 2025 | $1.21 | $1.25 | -0.04% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| APPF | — | 60.0 | 19.7% | 14.8% | 28.2% | — |
| YOU | — | — | 16.9% | 12.1% | 58.1% | — |
| DBX | $6.75B | 14.9 | -1.1% | 20.2% | -32.8% | 80.1% |
| RIOT | $4.71B | -6.5 | 71.9% | -102.4% | -21.6% | — |
| CORZ | — | — | — | — | — | — |
| ACIW | $4.91B | 22.1 | 10.4% | 12.9% | 15.6% | — |
| RNG | — | 60.2 | 4.8% | — | — | — |
| ZETA | — | -145.4 | 29.7% | -2.4% | -4.3% | — |
| PEGA | $10.17B | 28.0 | 16.6% | 22.5% | 55.7% | 75.9% |
| KVYO | — | -295.2 | 31.6% | -2.6% | -2.8% | 74.7% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 16
| 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 28
| 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 16
| 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 7
| 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 5
| 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 2
| 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 | · |
Tasas de Crecimiento 9
| 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) 4
| 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 14
| 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 | -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 |
Balance general 24
| 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 13
| 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 7
| 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 2
| 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 2
| 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 |
Valoración (TTM) 4
| 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 | $1.03B | $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% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 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 |
Balance general
| 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 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $239M | $186M | $51M | $19M | $27M |
Últimas noticias Noticias recientes que mencionan a esta empresa
Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa
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Propietarios institucionales (13F) 426 declarantes · $2.4B total · A fecha de 30 de junio 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.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 71 (+1 vs trimestre anterior) | 61 (-8 vs trimestre anterior) | 140 (-41 vs trimestre anterior) | 139 (+35 vs trimestre anterior) | +4.4M |
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 PORTFOLIO MANAGEMENT LLC | $238 930 800 | 1 490 058 | 9,75% | Acciones |
| Ashe Capital Management, LP | $168 033 170 | 1 047 915 | 6,86% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $166 994 583 | 1 041 438 | 6,82% | Acciones |
| STATE STREET CORP | $122 849 106 | 766 131 | 5,02% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $115 744 799 | 721 826 | 4,73% | Acciones |
| LONDON CO OF VIRGINIA | $112 750 940 | 703 151 | 4,60% | Acciones |
| Nellore Capital Management LLC | $105 007 603 | 654 865 | 4,29% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $67 186 992 | 418 883 | 2,74% | Acciones |
| Lead Edge Capital Management, LLC | $64 084 840 | 399 656 | 2,62% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $62 731 486 | 391 216 | 2,56% | Acciones |
| Keenan Capital, LLC | $53 646 215 | 334 557 | 2,19% | Acciones |
| LONG WALK MANAGEMENT LP | $48 886 706 | 304 875 | 2,00% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $48 494 811 | 302 431 | 1,98% | Acciones |
| Caledonia (Private) Investments Pty Ltd | $46 575 582 | 290 462 | 1,90% | Acciones |
| Greenstone Partners & Co., LLC | $43 874 486 | 273 617 | 1,79% | Acciones |
| GILDER GAGNON HOWE & CO LLC | $40 129 872 | 250 264 | 1,64% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37 537 935 | 234 100 | 1,53% | Acciones |
| FMR LLC | $37 018 080 | 230 858 | 1,51% | Acciones |
| Greenstone Partners, L.P. | $36 601 032 | 132 776 | 1,49% | Acciones |
| VANGUARD GROUP INC | $33 261 273 | 142 967 | 1,36% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $31 875 656 | 198 788 | 1,30% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $29 799 444 | 185 840 | 1,22% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $27 536 140 | 176 922 | 1,12% | Acciones |
| JENNISON ASSOCIATES LLC | $27 356 513 | 170 605 | 1,12% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $24 841 743 | 154 922 | 1,01% | Acciones |
| Caisse de depot et placement du Quebec | $22 119 801 | 137 947 | 0,90% | Acciones |
| FIRST TRUST ADVISORS LP | $20 630 631 | 128 660 | 0,84% | Acciones |
| AMERIPRISE FINANCIAL INC | $19 477 578 | 121 466 | 0,80% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $19 217 466 | 119 847 | 0,78% | Acciones |
| Sone Capital Management, LLC | $18 640 848 | 116 251 | 0,76% | Acciones |
| Point72 Asset Management, L.P. | $16 221 327 | 101 162 | 0,66% | Acciones |
| BROWN CAPITAL MANAGEMENT LLC | $15 962 682 | 99 549 | 0,65% | Acciones |
| NORGES BANK | $15 325 612 | 95 576 | 0,63% | Acciones |
| CROSSLINK CAPITAL INC | $14 967 069 | 93 340 | 0,61% | Acciones |
| TenCore Partners, LP | $14 154 095 | 88 270 | 0,58% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $14 103 825 | 87 957 | 0,58% | Acciones |
| Langdon Equity Partners | $13 629 750 | 85 000 | 0,56% | Acciones |
| JPMORGAN CHASE & CO | $13 419 928 | 84 597 | 0,55% | Acciones |
| HMI Capital Management, L.P. | $12 026 250 | 75 000 | 0,49% | Acciones |
| Tensile Capital Management LP | $11 705 550 | 73 000 | 0,48% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $11 131 176 | 69 418 | 0,45% | Acciones |
| Toroso Investments, LLC | $10 878 016 | 46 757 | 0,44% | Acciones |
| RHUMBLINE ADVISERS | $10 129 260 | 63 170 | 0,41% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $9 995 417 | 62 335 | 0,41% | Acciones |
| Ranger Investment Management, L.P. | $9 090 081 | 56 689 | 0,37% | Acciones |
| Gotham Asset Management, LLC | $8 971 101 | 55 947 | 0,37% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $8 900 339 | 55 471 | 0,36% | Acciones |
| EULAV Asset Management | $8 893 011 | 55 460 | 0,36% | Acciones |
| Quantinno Capital Management LP | $8 501 436 | 53 018 | 0,35% | Acciones |
| RIVERBRIDGE PARTNERS LLC | $8 151 692 | 50 837 | 0,33% | Acciones |
| ROYCE & ASSOCIATES LP | $7 882 646 | 49 159 | 0,32% | Acciones |
| Granite Investment Partners, LLC | $7 654 788 | 47 738 | 0,31% | Acciones |
| BANK OF AMERICA CORP /DE/ | $7 600 910 | 47 402 | 0,31% | Acciones |
| Swiss National Bank | $7 433 826 | 46 360 | 0,30% | Acciones |
| JANE STREET GROUP, LLC | $6 494 175 | 40 500 | 0,27% | Opción de venta |
| TWO SIGMA ADVISERS, LP | $6 189 886 | 26 606 | 0,25% | Acciones |
| BLAIR WILLIAM & CO/IL | $5 995 246 | 37 389 | 0,24% | Acciones |
| LOOMIS SAYLES & CO L P | $5 685 370 | 35 456 | 0,23% | Acciones |
| GOLDMAN SACHS GROUP INC | $5 499 684 | 34 298 | 0,22% | Acciones |
| ROYAL BANK OF CANADA | $5 469 000 | 34 106 | 0,22% | Acciones |
| Russell Investments Group, Ltd. | $5 004 202 | 31 208 | 0,20% | Acciones |
| Squarepoint Ops LLC | $4 880 733 | 30 438 | 0,20% | Acciones |
| BlackRock, Inc. | $4 672 278 | 29 138 | 0,19% | Acciones |
| CITADEL ADVISORS LLC | $4 537 905 | 28 300 | 0,19% | Opción de venta |
| Balyasny Asset Management L.P. | $4 528 124 | 28 239 | 0,18% | Acciones |
| Baker Avenue Asset Management, LP | $4 387 176 | 27 360 | 0,18% | Acciones |
| Atika Capital Management LLC | $4 307 322 | 26 862 | 0,18% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4 282 628 | 26 708 | 0,17% | Acciones |
| JANE STREET GROUP, LLC | $4 249 275 | 26 500 | 0,17% | Opción de compra |
| ALLIANCEBERNSTEIN L.P. | $4 237 625 | 26 851 | 0,17% | Acciones |
| XTX Topco Ltd | $4 205 981 | 26 230 | 0,17% | Acciones |
| CITADEL ADVISORS LLC | $4 153 065 | 25 900 | 0,17% | Opción de compra |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 066 390 | 25 766 | 0,17% | Acciones |
| Retirement Systems of Alabama | $3 985 339 | 24 854 | 0,16% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3 832 205 | 23 899 | 0,16% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 796 767 | 23 678 | 0,16% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3 661 272 | 22 833 | 0,15% | Acciones |
| Advisors Capital Management, LLC | $3 235 221 | 20 176 | 0,13% | Acciones |
| EFG Asset Management (North America) Corp. | $3 228 406 | 11 702 | 0,13% | Acciones |
| Assenagon Asset Management S.A. | $3 095 236 | 19 303 | 0,13% | Acciones |
| Orion Porfolio Solutions, LLC | $3 076 588 | 19 187 | 0,13% | Acciones |
| Davidson Kahn Capital Management, LLC | $3 035 426 | 18 930 | 0,12% | Acciones |
| Orion Portfolio Solutions, LLC | $3 025 164 | 13 757 | 0,12% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $2 945 790 | 18 371 | 0,12% | Acciones |
| Alamar Capital Management, LLC | $2 878 283 | 17 950 | 0,12% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2 651 708 | 16 537 | 0,11% | Acciones |
| CHANNEL WEALTH LLC | $2 643 530 | 16 486 | 0,11% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $2 561 110 | 15 972 | 0,10% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 453 355 | 15 300 | 0,10% | Opción de venta |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $2 426 772 | 10 431 | 0,10% | Acciones |
| Legal & General Group Plc | $2 331 649 | 14 541 | 0,10% | Acciones |
| WOLVERINE TRADING, LLC | $2 306 418 | 8 162 | 0,09% | Acciones |
| JOHNSON INVESTMENT COUNSEL INC | $2 278 734 | 14 211 | 0,09% | Acciones |
| Nicholas Investment Partners, LP | $2 256 285 | 14 071 | 0,09% | Acciones |
| MISSION WEALTH MANAGEMENT, LP | $2 255 644 | 14 067 | 0,09% | Acciones |
| Kerrisdale Advisers, LLC | $2 229 506 | 13 904 | 0,09% | Acciones |
| Man Group plc | $2 207 218 | 13 765 | 0,09% | Acciones |
| Aristides Capital LLC | $2 142 276 | 13 360 | 0,09% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $2 138 588 | 13 337 | 0,09% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $2 128 326 | 13 273 | 0,09% | Acciones |
Informantes de la empresa 28 insiders · 2 directivos · 12 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Brian Donahoo | Chief Executive Officer | 25 de junio de 2015 C | — | 0 | 0 | $0 |
| Klaus Schauser | Chief Strategist | 25 de junio de 2015 C | — | 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 |
| Timothy K Bliss | Consejero | 9 de junio de 2025 P | 22 000 | 0 | 0 | $0 |
| William R Rauth III | Consejero | 1 de diciembre de 2021 J | 6 698 | 0 | 0 | $0 |
| Andreas Von Blottnitz | Consejero | 25 de junio de 2015 A | 8 333 | 0 | 0 | $0 |
| Maurice J Duca | Propietario del 10% | 17 de agosto de 2026 S | 50 732 | 0 | 289 | $-37 717 667 |
| 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 |
| William Shane Trigg | — | 14 de agosto de 2026 S | 70 772 | 0 | 1 | $-421 685 |
| Evan Pickering | — | 12 de agosto de 2026 S | 5 167 | 0 | 8 | $-327 890 |
| Don Rigler | — | 10 de agosto de 2026 F | 4 025 | 0 | 2 | $-53 314 |
| Elizabeth Erin Barat | — | 10 de agosto de 2026 F | 20 301 | 0 | 0 | $0 |
| Timothy Mathias Eaton | — | 10 de agosto de 2026 F | 17 087 | 0 | 5 | $-413 788 |
| 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 |
| James R Peters | — | 27 de junio de 2016 A | 19 762 | 0 | 0 | $0 |
| Ida Kathleen Kane | — | 20 de mayo de 2016 A | — | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
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.
Propiedad de ETFs Mantenido por 88 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 | 2,29% | 58 685 SH | 8 de agosto de 2026 | Diario |
| PJFM · PGIM ETF Trust | 1,29% | 1 331 NS | 29 de mayo de 2026 | N-PORT |
| RSMC · Tidal Trust III | 1,14% | 51 657 NS | 30 de abril de 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,76% | 215 235 SH | 8 de agosto de 2026 | Diario |
| BUL · Pacer Funds Trust | 0,75% | 5 727 NS | 30 de abril de 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,61% | 36 NS | 30 de abril de 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0,60% | 10 797 SH | 8 de agosto de 2026 | Diario |
| HOMZ · ETF Series Solutions | 0,50% | 1 057 NS | 31 de mayo de 2026 | N-PORT |
| NBSM · Neuberger Berman ETF Trust | 0,46% | 6 479 NS | 31 de mayo de 2026 | N-PORT |
| COWG · Pacer Funds Trust | 0,46% | 60 050 NS | 30 de abril de 2026 | N-PORT |
| SMMV · iShares Trust | 0,44% | 6 637 SH | 8 de agosto de 2026 | Diario |
| TMFX · RBB Fund, Inc. | 0,28% | 567 NS | 31 de mayo de 2026 | N-PORT |
| IJK · iShares Trust | 0,25% | 140 702 SH | 8 de agosto de 2026 | Diario |
| SKYU · ProShares Trust | 0,24% | 54 NS | 31 de mayo de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,23% | 17 769 NS | 30 de abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,21% | 2 853 NS | 31 de mayo de 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,21% | 8 959 NS | 31 de mayo de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 8 873 NS | 30 de abril de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,20% | 23 710 SH | 8 de agosto de 2026 | Diario |
| IGV · iShares Trust | 0,16% | 117 268 SH | 8 de agosto de 2026 | Diario |
| VFMV · VANGUARD WELLINGTON FUND | 0,16% | 4 232 SH | 8 de agosto de 2026 | Diario |
| QLV · FlexShares Trust | 0,15% | 1 547 NS | 30 de abril de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,15% | 2 815 NS | 30 de abril de 2026 | N-PORT |
| XJH · iShares Trust | 0,15% | 3 250 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,15% | 7 526 SH | 8 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,14% | 3 090 SH | 8 de agosto de 2026 | Diario |
| IJH · iShares Trust | 0,13% | 828 466 SH | 8 de agosto de 2026 | Diario |
| IWP · iShares Trust | 0,13% | 131 711 SH | 8 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,12% | 2 792 NS | 30 de abril de 2026 | N-PORT |
| SXQG · EXCHANGE TRADED CONCEPTS TRUST | 0,12% | 488 NS | 31 de mayo de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,11% | 4 166 NS | 30 de abril de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,11% | 38 771 SH | 8 de agosto de 2026 | Diario |
| FSMD · FIDELITY COVINGTON TRUST | 0,10% | 14 732 NS | 30 de abril de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,10% | 303 324 SH | 8 de agosto de 2026 | Diario |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 41 389 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,08% | 841 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,08% | 117 205 NS | 31 de mayo de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,08% | 404 NS | 30 de abril de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,08% | 3 343 SH | 8 de agosto de 2026 | Diario |
| TMFE · RBB Fund, Inc. | 0,08% | 410 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,07% | 60 510 NS | 30 de abril de 2026 | N-PORT |
| ISCB · iShares Trust | 0,07% | 1 061 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,07% | 10 617 SH | 8 de agosto de 2026 | Diario |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 8 783 NS | 30 de abril de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,06% | 1 922 SH | 8 de agosto de 2026 | Diario |
| FTEC · FIDELITY COVINGTON TRUST | 0,06% | 64 145 NS | 30 de abril de 2026 | N-PORT |
| UMDD · ProShares Trust | 0,06% | 117 NS | 31 de mayo de 2026 | N-PORT |
| SMMD · iShares Trust | 0,06% | 11 384 SH | 8 de agosto de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,05% | 546 712 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 6 887 SH | 8 de agosto de 2026 | Diario |