AVPT AvePoint, Inc. - Class A Common Stock
$13,32
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$9–$17
56% of range
Calificación del Analista
BUY
20 analysts
Precio Objetivo
$17
+26% upside
P/E (TTM)
88.8
ROE
7.5%
Margen de Beneficio Neto
8.3%
Acerca de AvePoint, Inc. - Class A Common Stock Descripción general de la empresa de Wikipedia
AvePoint is a public company headquartered in Jersey City, New Jersey, United States. It develops software products intended to add features or security to other major platforms, like Microsoft 365, Google, or Salesforce. AvePoint was founded in 2001 and went public on NASDAQ in 2020.
Leer más
AvePoint is a public company headquartered in Jersey City, New Jersey, United States. It develops software products intended to add features or security to other major platforms, like Microsoft 365, Google, or Salesforce. AvePoint was founded in 2001 and went public on NASDAQ in 2020.
## History
The company was backed by investors Goldman Sachs and Summit Partners, which acquired minority stakes in AvePoint in 2014 and 2007, respectively.
In January, 2020 the company announced a $200 million Series C investment led by TPG Sixth Street Partners, with additional participation from prior investor Goldman Sachs and other unnamed investors. The round brought the total raised to $294 million to date.
In November 2020, AvePoint reached a deal to go public through a merger with blank-check company Apex Technology Acquisition Corp.(APXT). The transaction valued AvePoint at $2 billion and kept AvePoint co-founders Tianyi Jiang and Kai Gong as CEO and Executive Chairman respectively.
== References ==
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
AVPT Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$13.31
Capitalización Bursátil
$2.86B
P/E (TTM)
88.8
BPA (TTM)
$0.15
Ingresos (TTM)
$419M
Rendimiento div.
—
ROE
7.5%
Deuda/Capital
—
Rango 52S
$9 – $17
AVPT 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
$419M
2019-12-31
→
2025-12-31
BPA
$0.15
2019-12-31
→
2025-12-31
Flujo de caja libre
$82M
2021-12-31
→
2025-12-31
Márgenes
8.3%
2021-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
AVPT
Mediana de Pares
P/E (TTM)
88.8
36.3
P/S (TTM) (P/V (TTM))
6.8
5.1
P/B (P/C)
6.0
6.3
Price / FCF (Precio / FCF)
35.1
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
AVPT
Mediana de Pares
Gross Margin (Margen Bruto)
74.1%
67.8%
Operating Margin (Margen Operativo)
7.9%
—
Net Profit Margin (Margen de Beneficio Neto)
8.3%
6.8%
ROA
5.3%
4.3%
ROE
7.5%
7.3%
ROIC
6.0%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
AVPT
Mediana de Pares
Current Ratio (Ratio corriente)
2.3
3.6
Quick Ratio (Ratio Rápido)
2.2
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
AVPT
Mediana de Pares
Revenue YoY (Ingresos interanuales)
26.9%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
21.8%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
22.6%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
AVPT
Mediana de Pares
AVPT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
20 analistas
- Compra fuerte 4 20,0%
- Compra 11 55,0%
- Mantener 5 25,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
13 analistas · 2026-08-13
Mediana
$15.62
Media
$16.78
← Por Debajo de Todos los Objetivos
$13.31
Mín
$14.00
Máx
$26.00
Objetivo mediano
$15.62
+17,3%
Objetivo medio
$16.78
+26,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.03%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.17 | $0.08 | 0.09% |
| 31 de marzo de 2026 | $0.10 | $0.08 | 0.02% |
| 31 de diciembre de 2025 | $0.10 | $0.09 | 0.01% |
| 30 de septiembre de 2025 | $0.12 | $0.07 | 0.05% |
| 30 de junio de 2025 | $0.07 | $0.06 | 0.01% |
| 31 de marzo de 2025 | $0.06 | $0.06 | 0.00% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| AVPT | $2.99B | 92.6 | 26.9% | 8.3% | 7.5% | 74.1% |
| NN | — | — | — | — | — | — |
| AGYS | $2.00B | 51.9 | 15.8% | 12.2% | 12.4% | 62.6% |
| SOUN | — | — | — | — | — | — |
| CLSK | — | — | — | — | — | — |
| INTA | $1.93B | -48.5 | 14.6% | -7.1% | -11.3% | 75.8% |
| SPSC | $3.34B | 36.2 | 17.8% | 12.4% | 9.7% | 69.2% |
| ALRM | $2.53B | 20.7 | 7.6% | 13.0% | 16.0% | — |
| FIVN | $1.55B | 44.6 | 10.3% | 3.4% | 5.6% | 55.1% |
| KEEL | — | — | 72.0% | -124.1% | -48.6% | -8.2% |
| RAMP | — | 11.8 | 9.0% | 17.9% | 15.2% | 70.7% |
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 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $419M | $330M | $272M | $232M | $192M | $152M | $116M | |
| Cost of Revenue | $109M | $83M | $77M | $66M | $53M | $40M | $36M | |
| Gross Profit | $311M | $248M | $194M | $166M | $139M | $111M | $80M | |
| R&D Expense | $53M | $49M | $36M | $31M | $32M | $12M | $11M | |
| SG&A Expense | $81M | $69M | $61M | $65M | $59M | $37M | $25M | |
| Operating Expenses | $278M | $241M | $210M | $207M | $192M | $127M | $99M | |
| Operating Income | $33M | $7M | $-15M | $-41M | $-53M | $-15M | $-19M | |
| Other Non-op | $7M | $-32M | $-3M | $7M | $21M | $-511.0K | $-604.0K | |
| Pretax Income | $41M | $-24M | $-19M | $-34M | $-33M | $-16M | $-20M | |
| Income Tax | $5M | $5M | $3M | $5M | $457.0K | $1M | $614.0K | |
| Net Income | $35M | $-29M | $-22M | $-39M | $-35M | $-17M | $-20M | |
| EPS (Basic) | $0.17 | $-0.16 | $-0.12 | $-0.23 | $-0.48 | $-0.57 | $-1.72 | |
| EPS (Diluted) | $0.15 | $-0.16 | $-0.12 | · | $-0.48 | $-0.57 | $-1.72 | |
| Shares (Basic) | 207,587,000 | 183,721,000 | 182,257,000 | 181,957,000 | 141,596,000 | 89,638,000 | 74,006,000 | |
| Shares (Diluted) | 229,293,000 | 183,721,000 | 182,257,000 | 181,957,000 | 141,596,000 | 89,638,000 | 74,006,000 | |
| EBITDA | $36M | $10M | $-13M | · | $-52M | $-6M | · |
Balance general 25
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $481M | $291M | $223M | $227M | $268M | $69M | $994.8K | |
| Short-term Investments | · | $167.0K | $4M | $3M | $2M | $992.0K | · | |
| Receivables | $125M | $87M | $86M | $66M | $55M | $48M | · | |
| Prepaid Expense | $20M | $17M | $13M | $10M | $8M | $2M | · | |
| Current Assets | $625M | $395M | $326M | $306M | $334M | $121M | $1M | |
| PP&E (Net) | $6M | $5M | $5M | $6M | $4M | $3M | · | |
| PP&E (Gross) | $19M | $16M | $14M | $13M | $11M | $9M | · | |
| Accum. Depreciation | $13M | $11M | $8M | $7M | $7M | $6M | · | |
| Goodwill | $38M | $18M | $19M | $19M | $0 | · | · | |
| Intangibles | $12M | $9M | $11M | $11M | $0 | · | · | |
| Other Non-current Assets | $20M | $17M | $14M | $9M | $12M | $8M | · | |
| Total Assets | $789M | $519M | $443M | $416M | $389M | $169M | $353M | |
| Accounts Payable | $4M | $2M | $1M | $2M | $2M | $774.0K | $5.0K | |
| Current Liabilities | $274M | $223M | $177M | $143M | $111M | $92M | $618.2K | |
| Capital Leases | $10M | $10M | $9M | · | · | · | · | |
| Other Non-current Liabilities | $12M | $6M | $6M | $4M | $4M | $4M | · | |
| Total Liabilities | $310M | $248M | $218M | $172M | $133M | $149M | $35M | |
| Common Stock | $22.0K | $19.0K | $18.0K | $19.0K | $18.0K | $12.0K | · | |
| Paid-in Capital | $980M | $779M | $668M | $666M | $625M | $105M | $2M | |
| Retained Earnings | $-510M | $-510M | $-460M | $-417M | $-375M | $-300M | $3M | |
| Treasury Stock | · | · | $0 | $22M | $2M | $0 | · | |
| AOCI | $8M | $576.0K | $3M | $2M | $2M | $2M | · | |
| Stockholders' Equity | $479M | $271M | $219M | $229M | $250M | $-193M | $-199M | |
| Liabilities + Equity | $789M | $519M | $443M | $416M | $389M | $169M | $353M | |
| Shares Outstanding | 215,076,000 | 194,071,000 | 184,652,000 | 185,278,000 | 181,822,000 | 100,068,000 | · |
Flujo de Efectivo 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $3M | $2M | $1M | $1M | $1M | |
| Stock-based Comp | $39M | $39M | $36M | $37M | $60M | $34M | $14M | |
| Deferred Tax | $-3M | $397.0K | $-871.0K | $4M | $-246.0K | $-445.0K | $-1M | |
| Amort. of Intangibles | $3M | $2M | $2M | $1M | $0 | · | · | |
| Other Non-cash | $11M | $76M | $19M | · | $-20M | · | · | |
| Operating Cash Flow | $85M | $89M | $35M | $-774.0K | $5M | $19M | $-2M | |
| CapEx | $4M | $3M | $2M | $4M | $2M | $1M | $1M | |
| Investing Cash Flow | $-20M | $-3M | $-6M | $-21M | $-3M | $1M | $-1M | |
| Stock Repurchased | $50M | $33M | $39M | $20M | $2M | $0 | $0 | |
| Net Stock Activity | $-50M | $-33M | $-39M | · | $-2M | · | · | |
| Financing Cash Flow | $124M | $-16M | $-34M | $-17M | $199M | $36M | $-94.0K | |
| Net Change in Cash | $190M | $68M | $-4M | $-41M | $199M | $57M | $-4M | |
| Taxes Paid | $6M | · | · | · | $4M | $1M | $247.0K | |
| Free Cash Flow | $82M | $86M | $33M | · | $3M | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 74.1% | 75.0% | 71.5% | · | 72.6% | · | · | |
| Operating Margin | 7.9% | 2.2% | -5.7% | · | -27.9% | · | · | |
| Net Margin | 8.3% | -8.8% | -8.0% | · | -18.4% | · | · | |
| Pretax Margin | 9.7% | -7.4% | -6.9% | · | -17.1% | · | · | |
| EBITDA Margin | 8.6% | 3.0% | -4.7% | · | -27.2% | · | · | |
| ROA | 5.3% | -6.1% | -5.1% | · | -12.6% | -17.2% | · | |
| ROE | 7.5% | · | -10.4% | · | -14.1% | 72.6% | · | |
| ROIC | 6.0% | · | -8.1% | · | -21.7% | · | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.3 | 1.8 | 1.8 | · | 3.0 | 0.2 | 1.9 | |
| Quick Ratio | 2.2 | 1.7 | 1.8 | · | 2.9 | 0.0 | 1.6 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.7 | 0.6 | · | 0.7 | · | · | |
| Receivables Turnover | 4.0 | 3.8 | 3.6 | · | 3.7 | · | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 26.9% | 21.6% | 17.0% | 21.1% | 26.7% | · | · | |
| Revenue CAGR 3Y | 21.8% | 19.9% | 21.5% | · | · | · | · | |
| Revenue CAGR 5Y | 22.6% | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $419M | $330M | $272M | $232M | $192M | $152M | $116M | |
| Net Income TTM | $35M | $-29M | $-22M | $-39M | $-35M | $-17M | $-20M | |
| Market Cap | $2.99B | $3.20B | $1.52B | · | $1.14B | · | · | |
| P/E | 92.6 | -103.2 | -68.4 | · | -13.1 | -26.3 | -5.7 | |
| P/S | 7.1 | 9.7 | 5.6 | · | 6.0 | · | · | |
| P/B | 6.2 | · | 6.9 | · | 4.6 | · | · | |
| P / Tangible Book | 7.0 | 13.1 | 8.0 | 3.8 | 4.6 | · | · | |
| P / Cash Flow | 35.0 | 36.0 | 43.7 | · | 227.4 | · | · | |
| P / FCF | 36.6 | 37.3 | 46.5 | · | 445.2 | · | · | |
| Earnings Yield | 1.1% | -0.97% | -1.5% | · | -7.6% | -3.8% | -17.4% |
Estado de resultados 16
| 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 | $124M | $117M | $115M | $110M | $102M | $93M | $89M | $89M | $78M | $75M | $75M | $73M | $65M | $60M | $64M | $63M | |
| Cost of Revenue | $33M | $32M | $30M | $28M | $26M | $24M | $22M | $21M | $19M | $20M | $20M | $20M | $20M | $18M | $19M | $17M | |
| Gross Profit | $91M | $85M | $84M | $82M | $76M | $69M | $67M | $68M | $59M | $54M | $55M | $53M | $45M | $42M | $45M | $46M | |
| R&D Expense | $17M | $14M | $13M | $14M | $13M | $13M | $13M | $13M | $13M | $10M | $9M | $9M | $9M | $9M | $8M | $9M | |
| SG&A Expense | $19M | $17M | $19M | $24M | $20M | $19M | $17M | $17M | $18M | $17M | $16M | $16M | $15M | $15M | $17M | $16M | |
| Operating Expenses | $81M | $73M | $70M | $73M | $68M | $66M | $62M | $60M | $61M | $57M | $54M | $53M | $52M | $51M | $53M | $53M | |
| Operating Income | $10M | $13M | $15M | $8M | $7M | $3M | $5M | $8M | $-2M | $-3M | $878.0K | $-313.0K | $-7M | $-9M | $-8M | $-7M | |
| Other Non-op | $2M | $4M | $1M | $5M | $-240.0K | $2M | $-23M | $-5M | $-7M | $3M | $-2M | $-1M | $-2M | $2M | $8M | $48.0K | |
| Pretax Income | $12M | $17M | $16M | $13M | $7M | $5M | $-19M | $3M | $-9M | $203.0K | $-809.0K | $-1M | $-9M | $-7M | $-7M | $-6M | |
| Income Tax | $-16M | $1M | $323.0K | $-210.0K | $4M | $1M | $-1M | $183.0K | $4M | $2M | $-5M | $3M | $3M | $2M | $5M | $336.0K | |
| Net Income | $28M | $15M | $15M | $13M | $3M | $3M | $-17M | $3M | $-13M | $-2M | $4M | $-4M | $-13M | $-9M | $-10M | $-7M | |
| EPS (Basic) | $0.13 | $0.07 | $0.08 | $0.06 | $0.01 | $0.02 | $-0.09 | $0.01 | $-0.07 | $-0.01 | $0.02 | $-0.02 | $-0.07 | $-0.05 | $-0.08 | $-0.04 | |
| EPS (Diluted) | $0.12 | $0.07 | $0.06 | $0.06 | $0.01 | $0.02 | $-0.09 | $0.01 | $-0.07 | $-0.01 | $0.02 | $-0.02 | · | · | · | · | |
| Shares (Basic) | 210,204,000 | 213,266,000 | -407,406,000 | 212,001,000 | 205,068,000 | 197,924,000 | -364,524,000 | 183,946,000 | 182,804,000 | 181,495,000 | -365,645,000 | 181,769,000 | 183,315,000 | 182,818,000 | -364,099,000 | 180,732,000 | |
| Shares (Diluted) | 220,856,000 | 226,107,000 | -457,356,000 | 232,897,000 | 229,179,000 | 224,573,000 | -384,437,000 | 203,859,000 | 182,804,000 | 181,495,000 | -365,645,000 | 181,769,000 | 183,315,000 | 182,818,000 | -364,099,000 | 180,732,000 | |
| EBITDA | $10M | $13M | · | $8M | $7M | $3M | · | $8M | $-2M | $-3M | · | $-313.0K | $-7M | $-9M | · | $-7M |
Balance general 25
| 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 | $417M | $444M | $481M | $472M | $430M | $351M | $291M | $250M | $227M | $215M | · | $206M | $220M | $229M | · | $218M | |
| Short-term Investments | · | · | · | · | $325.0K | $317.0K | · | $173.0K | $4M | $4M | · | $3M | $3M | $3M | · | $2M | |
| Receivables | $117M | $100M | $125M | $91M | $93M | $80M | $87M | $80M | $78M | $73M | · | $69M | $62M | $57M | · | $57M | |
| Prepaid Expense | $23M | $18M | $20M | $18M | $16M | $15M | $17M | $11M | $8M | $11M | · | $8M | $6M | $6M | · | $9M | |
| Current Assets | $557M | $562M | $625M | $581M | $540M | $447M | $395M | $341M | $317M | $304M | · | $287M | $290M | $295M | · | $286M | |
| PP&E (Net) | $7M | $7M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $5M | · | $5M | $5M | $5M | · | $6M | |
| PP&E (Gross) | · | · | $19M | · | · | · | $16M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $13M | · | · | · | $11M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $37M | $37M | $38M | $38M | $39M | $37M | $18M | $19M | $18M | $19M | $19M | $19M | $19M | $19M | $19M | $18M | |
| Intangibles | $11M | $12M | $12M | $12M | $12M | $12M | $9M | $10M | $10M | $10M | · | $10M | $11M | $11M | · | $11M | |
| Other Non-current Assets | $44M | $23M | $20M | $23M | $22M | $20M | $17M | $18M | $12M | $11M | · | $13M | $9M | $7M | · | $15M | |
| Total Assets | $757M | $734M | $789M | $744M | $700M | $599M | $519M | $463M | $427M | $414M | · | $398M | $399M | $402M | · | $395M | |
| Accounts Payable | $3M | $4M | $4M | $3M | $2M | $2M | $2M | $4M | $7M | $7M | · | $2M | $1M | $1M | · | $2M | |
| Current Liabilities | $279M | $260M | $274M | $245M | $228M | $208M | $223M | $195M | $173M | $163M | · | $149M | $139M | $128M | · | $119M | |
| Capital Leases | $16M | $13M | $10M | $11M | $12M | $12M | $10M | $9M | $8M | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $10M | $7M | $12M | $5M | $5M | $7M | $6M | $5M | $5M | $5M | · | $5M | $6M | $6M | · | $6M | |
| Total Liabilities | $320M | $295M | $310M | $277M | $257M | $237M | $248M | $247M | $220M | $201M | · | $184M | $173M | $160M | · | $149M | |
| Common Stock | $21.0K | $21.0K | $22.0K | $21.0K | $21.0K | $20.0K | $19.0K | $19.0K | $19.0K | $19.0K | · | $18.0K | $19.0K | $19.0K | · | $19.0K | |
| Paid-in Capital | $963M | $964M | $980M | $971M | $953M | $873M | $779M | $694M | $688M | $678M | · | $660M | $660M | $675M | · | $656M | |
| Retained Earnings | $-532M | $-531M | $-510M | $-511M | $-518M | $-515M | $-510M | $-484M | $-485M | $-470M | · | $-462M | $-451M | $-426M | · | $-404M | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $23M | · | $21M | |
| AOCI | $6M | $6M | $8M | $7M | $8M | $2M | $576.0K | $4M | $3M | $3M | · | $2M | $2M | $2M | · | $2M | |
| Stockholders' Equity | $437M | $439M | $479M | $467M | $443M | $361M | $271M | $216M | $207M | $213M | $219M | $200M | $211M | $227M | $229M | $233M | |
| Liabilities + Equity | $757M | $734M | $789M | $744M | $700M | $599M | $519M | $463M | $427M | $414M | · | $398M | $399M | $402M | · | $395M | |
| Shares Outstanding | 211,431,000 | 211,854,000 | 215,076,000 | 212,588,000 | 211,139,000 | 203,031,000 | 194,071,000 | 187,431,000 | 186,657,000 | 185,216,000 | · | 183,996,000 | 185,723,000 | 186,788,000 | · | 184,455,000 |
Flujo de Efectivo 11
| 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 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-155.0K | $922.0K | |
| Stock-based Comp | $10M | $7M | $8M | $11M | $11M | $10M | $9M | $10M | $11M | $9M | $9M | $9M | $10M | $8M | $9M | $10M | |
| Amort. of Intangibles | $800.0K | $800.0K | $700.0K | $800.0K | $900.0K | $800.0K | $600.0K | $700.0K | $600.0K | $600.0K | $500.0K | $600.0K | $500.0K | $500.0K | $1M | $200.0K | |
| Operating Cash Flow | $16M | $24M | $30M | $35M | $20M | $495.0K | $33M | $32M | $16M | $8M | $21M | $4M | $8M | $1M | $6M | $-297.0K | |
| CapEx | $1M | $1M | $697.0K | $507.0K | $965.0K | $2M | $741.0K | $1M | $394.0K | $502.0K | $609.0K | $689.0K | $564.0K | $225.0K | $433.0K | $1M | |
| Investing Cash Flow | $-2M | $-2M | $11M | $-857.0K | $-13M | $-17M | $-1M | $1M | $-1M | $-2M | $-1M | $-2M | $-3M | $862.0K | $1M | $162M | |
| Stock Repurchased | $51M | $60M | $22M | $8M | $7M | $12M | $11M | $3M | $5M | $14M | $5M | $17M | $15M | $2M | $373.0K | $10M | |
| Net Stock Activity | · | $-60M | · | · | · | $-12M | · | · | · | $-14M | · | · | · | $-2M | · | · | |
| Financing Cash Flow | $-41M | $-59M | $-31M | $9M | $71M | $76M | $13M | $-12M | $-3M | $-13M | $-4M | $-16M | $-13M | $-690.0K | $612.0K | $-9M | |
| Net Change in Cash | $-27M | $-37M | $9M | $42M | $78M | $61M | $41M | $23M | $12M | $-8M | $17M | $-14M | $-9M | $2M | $9M | $153M | |
| Free Cash Flow | · | $23M | · | · | · | $-1M | · | · | · | $7M | · | · | · | $1M | · | · |
Rentabilidad 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 73.1% | 72.8% | · | 74.4% | 74.0% | 74.3% | · | 76.1% | 75.7% | 72.6% | · | 72.3% | 69.5% | 70.0% | · | 73.2% | |
| Operating Margin | 8.2% | 10.9% | · | 7.4% | 7.0% | 3.5% | · | 8.6% | -2.7% | -4.3% | · | -0.43% | -10.9% | -14.8% | · | -11.8% | |
| Net Margin | 22.1% | 13.0% | · | 11.9% | 2.8% | 3.8% | · | 3.3% | -16.6% | -2.6% | · | -5.8% | -19.4% | -15.4% | · | -11.8% | |
| Pretax Margin | 9.7% | 14.1% | · | 11.7% | 6.7% | 5.2% | · | 3.5% | -11.7% | 0.27% | · | -1.9% | -14.2% | -12.1% | · | -10.3% | |
| EBITDA Margin | 8.2% | 10.9% | · | 7.4% | 7.0% | 3.5% | · | 8.6% | -2.7% | -4.3% | · | -0.43% | -10.9% | -14.8% | · | -11.8% | |
| ROA | 3.8% | 2.3% | · | 2.2% | 0.51% | 0.70% | · | 0.68% | -3.1% | -0.48% | · | -1.1% | -3.2% | -2.3% | · | -1.9% | |
| ROE | 6.3% | 3.8% | · | 3.8% | 0.89% | 1.2% | · | 1.4% | -6.2% | -0.89% | · | -1.9% | -5.6% | -3.9% | · | -3.1% | |
| ROIC | 5.4% | 2.7% | · | 1.8% | 0.68% | 0.67% | · | 3.3% | -1.5% | 14.5% | · | -0.48% | -4.6% | -5.0% | · | -3.4% |
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 | 2.0 | 2.2 | · | 2.4 | 2.4 | 2.1 | · | 1.8 | 1.8 | 1.9 | · | 1.9 | 2.1 | 2.3 | · | 2.4 | |
| Quick Ratio | 1.9 | 2.1 | · | 2.3 | 2.3 | 2.1 | · | 1.7 | 1.8 | 1.8 | · | 1.9 | 2.0 | 2.3 | · | 2.3 |
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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.2 | 1.3 | · | 1.3 | 1.2 | 1.2 | · | 1.2 | 1.1 | 1.1 | · | 1.2 | 1.1 | 1.1 | · | 1.1 |
Valoración (TTM) 10
| 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 | $453M | $422M | · | $394M | $362M | $334M | · | $314M | $290M | $272M | · | $260M | $243M | $228M | · | $223M | |
| Net Income TTM | $59M | $35M | · | $22M | $-4M | $-9M | · | $-17M | $-32M | $-28M | · | $-33M | $-39M | $-38M | · | $-39M | |
| Market Cap | $2.37B | $2.01B | · | $3.19B | $4.08B | $2.93B | · | $2.21B | $1.94B | $1.47B | · | $1.24B | $1.07B | $770M | · | $740M | |
| P/E | 43.1 | 59.4 | · | 150.1 | -643.7 | -288.8 | · | -130.8 | · | · | · | · | · | · | · | · | |
| P/S | 5.2 | 4.8 | · | 8.1 | 11.3 | 8.8 | · | 7.0 | 6.7 | 5.4 | · | 4.8 | 4.4 | 3.4 | · | 3.3 | |
| P/B | 5.4 | 4.6 | · | 6.8 | 9.2 | 8.1 | · | 10.2 | 9.4 | 6.9 | · | 6.2 | 5.1 | 3.4 | · | 3.2 | |
| P / Tangible Book | 6.1 | 5.2 | · | 7.7 | 10.4 | 9.4 | · | 11.8 | 10.9 | 8.0 | · | 7.2 | 5.9 | 3.9 | · | 3.6 | |
| P / Cash Flow | · | 83.0 | · | · | · | 5922.8 | · | · | · | 189.1 | · | · | · | 615.7 | · | · | |
| P / FCF | · | 87.7 | · | · | · | -2877.1 | · | · | · | 202.2 | · | · | · | 750.8 | · | · | |
| Earnings Yield | 2.3% | 1.7% | · | 0.67% | -0.16% | -0.35% | · | -0.76% | · | · | · | · | · | · | · | · |
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 | $419M | $330M | $272M | $232M | $192M |
| Margen Bruto % | 74.1% | 75.0% | 71.5% | — | 72.6% |
| Margen Operativo % | 7.9% | 2.2% | -5.7% | — | -27.9% |
| Beneficio neto | $35M | $-29M | $-22M | $-39M | $-35M |
| EPS Diluido | $0.15 | $-0.16 | $-0.12 | — | $-0.48 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 2.3 | 1.8 | 1.8 | — | 3.0 |
| Ratio Rápido | 2.2 | 1.7 | 1.8 | — | 2.9 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $82M | $86M | $33M | — | $3M |
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
📊
Elige las métricas que te importan — haz clic en el ➕ junto a cualquier fila en Fundamentales Completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Propietarios institucionales (13F) 275 declarantes · $1.2B 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 |
|---|---|---|---|---|
| 46 (-7 vs trimestre anterior) | 41 (+2 vs trimestre anterior) | 102 (-1 vs trimestre anterior) | 78 (+4 vs trimestre anterior) | +22.1M |
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 |
|---|---|---|---|---|
| Anchor @ 65 Pte. Ltd. | $223 196 817 | 19 910 510 | 19,35% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $120 606 753 | 10 758 854 | 10,46% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $72 500 271 | 6 467 464 | 6,29% | Acciones |
| STATE STREET CORP | $43 906 756 | 3 916 749 | 3,81% | Acciones |
| Parsifal Capital Management, LP | $42 908 764 | 3 827 722 | 3,72% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $39 895 918 | 3 558 366 | 3,46% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $37 273 441 | 3 325 017 | 3,23% | Acciones |
| D. E. Shaw & Co., Inc. | $36 101 020 | 3 220 430 | 3,13% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $35 643 462 | 3 179 613 | 3,09% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $34 537 405 | 3 080 946 | 2,99% | Acciones |
| GOLDMAN SACHS GROUP INC | $32 421 035 | 2 892 153 | 2,81% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $23 584 259 | 2 103 859 | 2,04% | Acciones |
| JENNISON ASSOCIATES LLC | $22 746 304 | 2 029 108 | 1,97% | Acciones |
| NORGES BANK | $20 006 487 | 1 784 700 | 1,73% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $18 173 125 | 1 621 153 | 1,58% | Acciones |
| Qube Research & Technologies Ltd | $17 458 420 | 1 557 397 | 1,51% | Acciones |
| PRUDENTIAL PLC | $15 184 989 | 1 374 810 | 1,32% | Acciones |
| CITADEL ADVISORS LLC | $14 700 402 | 1 311 365 | 1,27% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13 966 674 | 1 245 912 | 1,21% | Acciones |
| EDBI Pte Ltd | $11 557 000 | 700 000 | 1,00% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $11 449 771 | 1 021 389 | 0,99% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $10 508 523 | 937 424 | 0,91% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9 302 518 | 829 841 | 0,81% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $8 749 540 | 780 512 | 0,76% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $8 475 959 | 756 107 | 0,73% | Acciones |
| TWO SIGMA ADVISERS, LP | $7 835 349 | 564 100 | 0,68% | Acciones |
| Gotham Asset Management, LLC | $7 733 936 | 689 914 | 0,67% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $7 629 257 | 680 576 | 0,66% | Acciones |
| Trexquant Investment LP | $7 369 118 | 657 370 | 0,64% | Acciones |
| ROYCE & ASSOCIATES LP | $6 703 580 | 598 000 | 0,58% | Acciones |
| HERALD INVESTMENT MANAGEMENT Ltd | $6 448 553 | 575 250 | 0,56% | Acciones |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $6 406 975 | 571 541 | 0,56% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6 404 038 | 571 279 | 0,56% | Acciones |
| Stoic Point Capital Management LLC | $6 087 288 | 543 023 | 0,53% | Acciones |
| Nearwater Capital Markets, Ltd | $5 605 000 | 500 000 | 0,49% | Acciones |
| Bank of New York Mellon Corp | $5 436 166 | 484 939 | 0,47% | Acciones |
| SCALAR GAUGE MANAGEMENT, LLC | $5 268 700 | 470 000 | 0,46% | Acciones |
| Squarepoint Ops LLC | $5 039 512 | 449 555 | 0,44% | Acciones |
| BANK OF AMERICA CORP /DE/ | $4 254 957 | 379 568 | 0,37% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3 912 212 | 348 993 | 0,34% | Acciones |
| EFG International AG | $3 609 996 | 321 890 | 0,31% | Acciones |
| NorthCoast Asset Management LLC | $3 587 200 | 320 000 | 0,31% | Acciones |
| MUFG Securities EMEA plc | $3 553 570 | 317 000 | 0,31% | Acciones |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $3 521 061 | 314 100 | 0,31% | Acciones |
| Swiss National Bank | $3 156 736 | 281 600 | 0,27% | Acciones |
| EFG Asset Management (North America) Corp. | $3 100 706 | 206 576 | 0,27% | Acciones |
| Odyssean, LLC | $3 065 800 | 273 488 | 0,27% | Acciones |
| Point72 Asset Management, L.P. | $3 052 640 | 272 314 | 0,26% | Acciones |
| Cubist Systematic Strategies, LLC | $2 989 780 | 199 186 | 0,26% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $2 899 007 | 258 609 | 0,25% | Acciones |
| ALGERT GLOBAL LLC | $2 812 488 | 250 891 | 0,24% | Acciones |
| ExodusPoint Capital Management, LP | $2 786 279 | 248 553 | 0,24% | Acciones |
| Balyasny Asset Management L.P. | $2 663 530 | 237 603 | 0,23% | Acciones |
| SEI INVESTMENTS CO | $2 605 630 | 232 438 | 0,23% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2 481 000 | 221 317 | 0,22% | Acciones |
| RHUMBLINE ADVISERS | $2 359 871 | 210 516 | 0,20% | Acciones |
| BROWN CAPITAL MANAGEMENT LLC | $2 312 533 | 206 292 | 0,20% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 159 265 | 227 052 | 0,19% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $2 109 810 | 188 208 | 0,18% | Acciones |
| ANGELES WEALTH MANAGEMENT, LLC | $2 101 797 | 187 493 | 0,18% | Acciones |
| CenterBook Partners LP | $2 004 673 | 178 829 | 0,17% | Acciones |
| SCHOLTZ & COMPANY, LLC | $1 974 922 | 176 175 | 0,17% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 766 473 | 185 749 | 0,15% | Acciones |
| BARCLAYS PLC | $1 709 278 | 152 478 | 0,15% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $1 707 261 | 152 298 | 0,15% | Acciones |
| Brevan Howard Capital Management LP | $1 693 932 | 151 109 | 0,15% | Acciones |
| IEQ CAPITAL, LLC | $1 592 538 | 142 064 | 0,14% | Acciones |
| Register Financial Advisors LLC | $1 581 731 | 141 100 | 0,14% | Acciones |
| XTX Topco Ltd | $1 573 223 | 140 341 | 0,14% | Acciones |
| CITADEL ADVISORS LLC | $1 546 980 | 138 000 | 0,13% | Opción de compra |
| Nebula Research & Development LLC | $1 476 172 | 76 446 | 0,13% | Acciones |
| Voleon Capital Management LP | $1 421 137 | 126 774 | 0,12% | Acciones |
| HighTower Advisors, LLC | $1 368 539 | 122 082 | 0,12% | Acciones |
| Legato Capital Management LLC | $1 342 465 | 119 756 | 0,12% | Acciones |
| BlackRock, Inc. | $1 316 547 | 117 444 | 0,11% | Acciones |
| Moran Wealth Management, LLC | $1 278 332 | 114 035 | 0,11% | Acciones |
| Quantinno Capital Management LP | $1 249 803 | 111 490 | 0,11% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 235 342 | 110 200 | 0,11% | Opción de compra |
| Manatuck Hill Partners, LLC | $1 233 100 | 110 000 | 0,11% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $1 226 542 | 109 415 | 0,11% | Acciones |
| JANE STREET GROUP, LLC | $1 196 107 | 106 700 | 0,10% | Opción de compra |
| VANGUARD GROUP INC | $1 195 804 | 86 091 | 0,10% | Acciones |
| MetLife Investment Management, LLC | $1 116 449 | 99 594 | 0,10% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 110 238 | 99 040 | 0,10% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1 012 443 | 90 316 | 0,09% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $993 778 | 88 651 | 0,09% | Acciones |
| CITIGROUP INC | $987 792 | 88 117 | 0,09% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $976 593 | 87 118 | 0,08% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $929 892 | 82 952 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $875 905 | 78 136 | 0,08% | Acciones |
| FRANKLIN RESOURCES INC | $868 999 | 77 520 | 0,08% | Acciones |
| Potomac Capital Management, Inc. | $846 355 | 75 500 | 0,07% | Acciones |
| Mariner, LLC | $807 326 | 72 018 | 0,07% | Acciones |
| MIRABELLA FINANCIAL SERVICES LLP | $801 605 | 71 508 | 0,07% | Acciones |
| NORDEA INVESTMENT MANAGEMENT AB | $799 964 | 72 004 | 0,07% | Acciones |
| ALLSTATE CORP | $773 266 | 68 980 | 0,07% | Acciones |
| Invesco Ltd. | $756 126 | 67 451 | 0,07% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $751 765 | 67 062 | 0,07% | Acciones |
| CAPSTONE INVESTMENT ADVISORS, LLC | $732 069 | 65 305 | 0,06% | Acciones |
| Cerity Partners LLC | $717 340 | 63 991 | 0,06% | Acciones |
Informantes de la empresa 13 insiders · 6 directivos · 8 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Tianyi Jiang | Chief Executive Officer | 12 de junio de 2026 F | 2 287 615 | 0 | 0 | $0 |
| James Caci | Chief Financial Officer | 12 de junio de 2026 F | 697 857 | 0 | 0 | $0 |
| Sophia Wu | Chief Financial Officer | 1 de julio de 2021 A | 168 117 | 0 | 0 | $0 |
| Brian Michael Brown | Chief Legal Officer | 29 de julio de 2026 S | 809 664 | 0 | 4 | $-656 391 |
| Xunkai Gong | Executive Chairman | 22 de junio de 2026 M | 1 869 032 | 0 | 0 | $0 |
| Andy Yong | Chief Investment Officer | 1 de julio de 2021 A | 4 759 | 0 | 0 | $0 |
| John Chi On Ho | Consejero | 1 de junio de 2026 A | 3 749 172 | 0 | 0 | $0 |
| Jeff Teper | Consejero | 1 de junio de 2026 A | 335 798 | 0 | 0 | $0 |
| Janet Schijns | Consejero | 1 de junio de 2026 A | 106 294 | 0 | 0 | $0 |
| Jeff Epstein | Consejero | 1 de junio de 2026 A | 1 184 128 | 0 | 0 | $0 |
| Stephen Cuunjieng | Consejero | 1 de julio de 2021 A | — | 0 | 0 | $0 |
| Lu Zhijian | Propietario del 10% | 1 de julio de 2021 A | 18 552 065 | 0 | 0 | $0 |
| Apex Technology Sponsor LLC | Propietario del 10% | 19 de septiembre de 2019 J | 657 500 | 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 |
|---|---|---|---|---|---|
| Lu Zhijian | 28 de octubre de 2025 | 5,50% | Enmienda | — | SEC |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P., ALAN WAXMAN ×3 presentaciones | 18 de septiembre de 2023 | — | Presentación inicial | — | SEC |
| James Zhijian Zhu | 2 de agosto de 2021 | — | Presentación inicial | — | SEC |
| Zhijian Lu | 2 de agosto de 2021 | — | Presentación inicial | — | SEC |
| Xunkai Gong | 12 de julio de 2021 | — | Presentación inicial | — | SEC |
| Tianyi Jiang | 12 de julio de 2021 | — | Presentación inicial | — | SEC |
| Apex Technology Sponsor LLC | 30 de septiembre de 2019 | — | 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 44 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 |
|---|---|---|---|---|
| DAT · ProShares Trust | 2,65% | 13 518 NS | 31 de mayo de 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0,20% | 50 199 NS | 31 de mayo de 2026 | N-PORT |
| IWO · iShares Trust | 0,14% | 1 552 035 SH | 8 de agosto de 2026 | Diario |
| ESSC · Strategy Shares | 0,12% | 3 292 NS | 30 de abril de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,11% | 181 919 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 52 633 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,07% | 4 303 979 SH | 8 de agosto de 2026 | Diario |
| IGV · iShares Trust | 0,06% | 672 565 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 975 680 SH | 8 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,06% | 4 864 NS | 30 de abril de 2026 | N-PORT |
| ISCG · iShares Trust | 0,06% | 45 655 SH | 8 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,05% | 1 952 408 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,05% | 690 947 NS | 30 de abril de 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 0,05% | 28 617 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 37 610 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,04% | 7 044 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 677 375 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,03% | 6 409 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,03% | 69 670 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,02% | 5 509 NS | 31 de mayo de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,02% | 379 677 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 46 524 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 1 582 438 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,02% | 3 394 239 SH | 8 de agosto de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,02% | 3 071 152 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 4 424 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,02% | 9 287 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,02% | 5 577 NS | 31 de mayo de 2026 | N-PORT |
| TECB · iShares Trust | 0,01% | 5 468 SH | 8 de agosto de 2026 | Diario |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 6 674 NS | 31 de mayo de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 84 013 NS | 31 de mayo de 2026 | N-PORT |
| IGM · iShares Trust | 0,01% | 64 675 SH | 8 de agosto de 2026 | Diario |
| HDG · ProShares Trust | 0,01% | 140 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 11 676 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 182 802 NS | 30 de abril de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 39 900 SH | 8 de agosto de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 172 552 SH | 8 de agosto de 2026 | Diario |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 89 154 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 25 138 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 6 064 NS | 30 de abril de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 3 850 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 18 646 NS | 30 de abril de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 4 728 463 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 14 220 SH | 8 de agosto de 2026 | Diario |