CARL Carlsmed, Inc. - Common Stock
$14,08
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$8–$17
64% of range
Calificación del Analista
BUY
11 analysts
Precio Objetivo
$19
+36% upside
P/E (TTM)
-6.8
ROE
-375.2%
Margen de Beneficio Neto
-58.7%
CARL Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$14.07
Capitalización Bursátil
$383M
P/E (TTM)
-6.8
BPA (TTM)
$-2.12
Ingresos (TTM)
$51M
Rendimiento div.
—
ROE
-375.2%
Deuda/Capital
—
Rango 52S
$9 – $17
CARL 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
$51M
2024-12-31
→
2025-12-31
BPA
$-2.12
2024-12-31
→
2025-12-31
Flujo de caja libre
$-30M
2025-12-31
→
2025-12-31
Márgenes
-58.7%
2025-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
CARL
Mediana de Pares
P/E (TTM)
-6.8
27.5
P/S (TTM) (P/V (TTM))
7.6
6.8
P/B (P/C)
3.9
3.7
Price / FCF (Precio / FCF)
-12.9
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
CARL
Mediana de Pares
Gross Margin (Margen Bruto)
75.3%
75.9%
Operating Margin (Margen Operativo)
-60.5%
—
Net Profit Margin (Margen de Beneficio Neto)
-58.7%
-46.8%
ROA
-32.6%
-31.4%
ROE
-375.2%
-59.1%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
CARL
Mediana de Pares
Current Ratio (Ratio corriente)
8.9
4.6
Quick Ratio (Ratio Rápido)
8.5
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
CARL
Mediana de Pares
Revenue YoY (Ingresos interanuales)
85.9%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
CARL
Mediana de Pares
CARL Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
11 analistas
- Compra fuerte 4 36,4%
- Compra 6 54,5%
- Mantener 1 9,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-17
Mediana
$18.00
Media
$19.20
← Por Debajo de Todos los Objetivos
$14.07
Mín
$17.00
Máx
$23.00
Objetivo mediano
$18.00
+27,9%
Objetivo medio
$19.20
+36,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.07%
Próximo informe
Ago 26, 2026
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $-0.39 | $-0.42 | 0.03% |
| 31 de marzo de 2026 | $-0.32 | $-0.40 | 0.08% |
| 31 de diciembre de 2025 | $-0.32 | $-0.43 | 0.11% |
| 30 de septiembre de 2025 | $-0.40 | $-0.46 | 0.06% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CARL | $329M | -5.8 | 85.9% | -58.7% | -375.2% | 75.3% |
| SGHT | $424M | -10.7 | -3.1% | -49.7% | -57.4% | 86.2% |
| SENS | $228M | -3.3 | 56.9% | -196.0% | -88.7% | 44.7% |
| SI | $295M | -3.1 | 49.6% | -85.3% | -129.1% | 76.5% |
| OFIX | $604M | -6.5 | 2.9% | -11.2% | -20.3% | 68.8% |
| MOBI | — | — | — | — | — | — |
| CV | $501M | -10.4 | 15.3% | -186.8% | 40.3% | 52.9% |
| TMCI | — | -2.6 | 1.6% | -27.7% | -63.8% | 79.8% |
| OBIO | $237M | -3.7 | 1169.2% | -157.4% | -195.7% | — |
| ABT | $250.18B | 33.7 | 5.7% | 14.7% | 13.1% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue | $51M | $27M | |
| Cost of Revenue | $12M | $7M | |
| Gross Profit | $38M | $20M | |
| R&D Expense | $17M | $14M | |
| SG&A Expense | $17M | $8M | |
| Operating Expenses | $69M | $44M | |
| Operating Income | $-31M | $-24M | |
| Interest Expense | $1M | $1M | |
| Interest Income | $3M | $1M | |
| Other Non-op | $940.0K | $-135.0K | |
| Income Tax | $0 | $0 | |
| Net Income | $-30M | $-24M | |
| EPS (Basic) | $-2.12 | $-6.11 | |
| EPS (Diluted) | $-2.12 | $-6.11 | |
| Shares (Basic) | 14,221,991 | 4,066,395 | |
| Shares (Diluted) | 14,221,991 | 4,066,395 | |
| EBITDA | $-30M | · |
Balance general 25
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Cash & Equivalents | $86M | $40M | |
| Short-term Investments | $24M | $0 | |
| Receivables | $11M | $7M | |
| Inventory | $2M | $995.0K | |
| Prepaid Expense | $4M | $1M | |
| Current Assets | $127M | $49M | |
| PP&E (Net) | $1M | $260.0K | |
| PP&E (Gross) | $2M | $659.0K | |
| Accum. Depreciation | $526.0K | $399.0K | |
| Other Non-current Assets | $134.0K | $569.0K | |
| Total Assets | $130M | $52M | |
| Accounts Payable | $4M | $2M | |
| Accrued Liabilities | $3M | $3M | |
| Current Liabilities | $14M | $9M | |
| Capital Leases | $1M | $1M | |
| Other Non-current Liabilities | $309.0K | $222.0K | |
| Total Liabilities | $31M | $26M | |
| Long-term Debt | $15M | $15M | |
| Common Stock | $0 | $0 | |
| Paid-in Capital | $200M | $541.0K | |
| Retained Earnings | $-101M | $-71M | |
| AOCI | $0 | · | |
| Stockholders' Equity | $99M | $-71M | |
| Liabilities + Equity | $130M | $52M | |
| Shares Outstanding | 26,604,505 | 4,139,219 |
Flujo de Efectivo 8
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| D&A | $281.0K | $145.0K | |
| Stock-based Comp | $2M | $253.0K | |
| Other Non-cash | $-2M | · | |
| Operating Cash Flow | $-29M | $-25M | |
| CapEx | $642.0K | $180.0K | |
| Investing Cash Flow | $-25M | $-180.0K | |
| Financing Cash Flow | $100M | $58M | |
| Free Cash Flow | $-30M | · |
Rentabilidad 6
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Gross Margin | 75.3% | · | |
| Operating Margin | -60.5% | · | |
| Net Margin | -58.7% | · | |
| EBITDA Margin | -60.0% | · | |
| ROA | -32.6% | · | |
| ROE | -375.2% | · |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Current Ratio | 8.9 | · | |
| Quick Ratio | 8.5 | · | |
| Interest Coverage | -21.4 | · |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Asset Turnover | 0.6 | · | |
| Inventory Turnover | 8.8 | · | |
| Receivables Turnover | 5.6 | · |
Tasas de Crecimiento 1
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue YoY | 85.9% | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 |
|---|---|---|---|
| Revenue TTM | $51M | · | |
| Net Income TTM | $-30M | · | |
| Market Cap | $329M | · | |
| P/E | -5.8 | · | |
| P/S | 6.5 | · | |
| P/B | 3.3 | · | |
| P / Tangible Book | 3.3 | · | |
| P / Cash Flow | -11.3 | · | |
| P / FCF | -11.1 | · | |
| Earnings Yield | -17.2% | · |
Estado de resultados 17
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $19M | $16M | $15M | $13M | $12M | $10M | $9M | $7M | |
| Cost of Revenue | $4M | $4M | $4M | $3M | $3M | $3M | $2M | $2M | |
| Gross Profit | $15M | $12M | $12M | $10M | $9M | $8M | $7M | $5M | |
| R&D Expense | $6M | $5M | $5M | $4M | $4M | $3M | $3M | $4M | |
| SG&A Expense | $8M | $6M | $5M | $5M | $3M | $3M | $2M | $2M | |
| Operating Expenses | $26M | $22M | $21M | $19M | $15M | $13M | $12M | $13M | |
| Operating Income | $-11M | $-9M | $-9M | $-9M | $-7M | $-6M | $-5M | $-8M | |
| Interest Expense | $313.0K | $311.0K | $330.0K | $380.0K | $363.0K | $357.0K | $378.0K | $402.0K | |
| Interest Income | $839.0K | $891.0K | $1M | $954.0K | $336.0K | $380.0K | $410.0K | $394.0K | |
| Other Non-op | $526.0K | $580.0K | $705.0K | $509.0K | $-264.0K | $-10.0K | $-23.0K | $-36.0K | |
| Income Tax | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Income | $-11M | $-9M | $-9M | $-9M | $-7M | $-6M | $-5M | $-8M | |
| EPS (Basic) | $-0.39 | $-0.32 | $0.03 | $-0.40 | $-1.47 | $-1.47 | $-1.14 | $-2.06 | |
| EPS (Diluted) | $-0.39 | $-0.32 | $0.03 | $-0.40 | $-1.47 | $-1.47 | $-1.14 | $-2.06 | |
| Shares (Basic) | 27,190,765 | 26,835,841 | 4,170,368 | 21,081,330 | 4,589,717 | 4,299,492 | 20,185 | 4,088,553 | |
| Shares (Diluted) | 27,190,765 | 26,835,841 | 4,170,368 | 21,081,330 | 4,589,717 | 4,299,492 | 20,185 | 4,088,553 | |
| EBITDA | $-11M | $-9M | · | $-9M | $-7M | · | · | · |
Balance general 25
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $46M | $73M | $86M | $115M | $33M | · | $40M | · | |
| Short-term Investments | $24M | $24M | $24M | · | · | · | $0 | · | |
| Receivables | $14M | $12M | $11M | $11M | $10M | · | $7M | · | |
| Inventory | $2M | $2M | $2M | $1M | $1M | · | $995.0K | · | |
| Prepaid Expense | $4M | $4M | $4M | $3M | $2M | · | $1M | · | |
| Current Assets | $110M | $115M | $127M | $131M | $46M | · | $49M | · | |
| PP&E (Net) | $2M | $2M | $1M | $1M | $972.0K | · | $260.0K | · | |
| PP&E (Gross) | $3M | $2M | $2M | $2M | $1M | · | $659.0K | · | |
| Accum. Depreciation | $726.0K | $624.0K | $526.0K | $428.0K | $380.0K | · | $399.0K | · | |
| Other Non-current Assets | $253.0K | $103.0K | $134.0K | $225.0K | $4M | · | $569.0K | · | |
| Total Assets | $118M | $119M | $130M | $135M | $53M | · | $52M | · | |
| Accounts Payable | $4M | $3M | $4M | $3M | $3M | · | $2M | · | |
| Accrued Liabilities | $4M | $3M | $3M | $3M | $3M | · | $3M | · | |
| Current Liabilities | $12M | $10M | $14M | $11M | $9M | · | $9M | · | |
| Capital Leases | $6M | $1M | $1M | $2M | $2M | · | $1M | · | |
| Other Non-current Liabilities | $345.0K | $327.0K | $309.0K | $290.0K | $267.0K | · | $222.0K | · | |
| Total Liabilities | $34M | $27M | $31M | $28M | $28M | · | $26M | · | |
| Long-term Debt | $15M | $15M | $15M | $15M | $15M | · | $15M | · | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | · | $0 | · | |
| Paid-in Capital | $204M | $202M | $200M | $199M | $593.0K | · | $541.0K | · | |
| Retained Earnings | $-120M | $-110M | $-101M | $-92M | $-84M | · | $-71M | · | |
| AOCI | $-17.0K | · | · | · | · | · | · | · | |
| Stockholders' Equity | $84M | $92M | $99M | $107M | $-83M | · | $-71M | · | |
| Liabilities + Equity | $118M | $119M | $130M | $135M | $53M | · | $52M | · | |
| Shares Outstanding | 27,225,759 | 27,181,501 | 26,604,505 | 26,584,077 | 4,603,756 | · | 4,139,219 | · |
Flujo de Efectivo 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $130.0K | $99.0K | $98.0K | $82.0K | $61.0K | $40.0K | $37.0K | $33.0K | |
| Stock-based Comp | $2M | $2M | $790.0K | $704.0K | $258.0K | $175.0K | $100.0K | $66.0K | |
| Other Non-cash | · | $-6M | · | · | · | · | · | · | |
| Operating Cash Flow | $-7M | $-13M | $-5M | $-8M | $-7M | $-8M | $-4M | $-8M | |
| CapEx | $121.0K | $79.0K | $73.0K | $159.0K | $327.0K | $83.0K | $61.0K | $52.0K | |
| Investing Cash Flow | $-20M | $-206.0K | $-24M | $-343.0K | $-672.0K | $-238.0K | $-61.0K | $-52.0K | |
| Financing Cash Flow | $243.0K | $436.0K | $-29.0K | $91M | $-2M | $12M | $-51.0K | $14M | |
| Free Cash Flow | · | $-13M | · | · | · | · | · | · |
Rentabilidad 6
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 76.8% | 77.1% | · | 75.9% | 73.4% | · | · | · | |
| Operating Margin | -58.3% | -57.6% | · | -69.1% | -53.8% | · | · | · | |
| Net Margin | -55.5% | -54.0% | · | -65.2% | -56.0% | · | · | · | |
| EBITDA Margin | -58.3% | -56.9% | · | -69.1% | -53.8% | · | · | · | |
| ROA | -12.3% | -14.6% | · | -12.6% | -25.4% | · | · | · | |
| ROE | -1792.0% | -18.9% | · | -16.0% | 16.3% | · | · | · |
Liquidez y Solvencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 8.8 | 11.9 | · | 12.0 | 4.9 | · | · | · | |
| Quick Ratio | 6.8 | 11.2 | · | 11.6 | 4.6 | · | · | · | |
| Interest Coverage | -35.3 | -29.8 | · | -23.8 | -17.9 | · | · | · |
Eficiencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.3 | · | 0.2 | 0.5 | · | · | · | |
| Inventory Turnover | 2.6 | 3.6 | · | 4.7 | 6.0 | · | · | · | |
| Receivables Turnover | 1.6 | 2.6 | · | 2.3 | 2.5 | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $60M | $51M | · | · | · | · | · | · | |
| Net Income TTM | $-34M | $-30M | · | $-29M | $-27M | · | · | · | |
| Market Cap | $283M | $246M | · | $356M | · | · | · | · | |
| P/E | -4.0 | -2.5 | · | · | · | · | · | · | |
| P/S | 4.7 | 4.8 | · | · | · | · | · | · | |
| P/B | 3.4 | 2.7 | · | 3.3 | · | · | · | · | |
| P / Tangible Book | 3.4 | 2.7 | · | 3.3 | · | · | · | · | |
| P / Cash Flow | · | -18.9 | · | · | · | · | · | · | |
| P / FCF | · | -18.8 | · | · | · | · | · | · | |
| Earnings Yield | -24.9% | -40.4% | · | · | · | · | · | · |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Ingresos | $51M | $27M |
| Margen Bruto % | 75.3% | — |
| Margen Operativo % | -60.5% | — |
| Beneficio neto | $-30M | $-24M |
| EPS Diluido | $-2.12 | $-6.11 |
Balance general
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Ratio corriente | 8.9 | — |
| Ratio Rápido | 8.5 | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | |
|---|---|---|
| Flujo de caja libre | $-30M | — |
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Propietarios institucionales (13F) 76 declarantes · $50.8M 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 |
|---|---|---|---|---|
| 26 (+9 vs trimestre anterior) | 13 (+3 vs trimestre anterior) | 28 (+14 vs trimestre anterior) | 11 (-5 vs trimestre anterior) | -766K |
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 |
|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | $11 108 441 | 1 227 452 | 21,86% | Acciones |
| Parkman Healthcare Partners LLC | $6 200 161 | 597 318 | 12,20% | Acciones |
| KCM Capital Inc | $4 567 200 | 440 000 | 8,99% | Acciones |
| Pier Capital, LLC | $3 878 767 | 373 677 | 7,63% | Acciones |
| VANGUARD GROUP INC | $3 852 101 | 311 911 | 7,58% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $3 071 515 | 295 907 | 6,04% | Acciones |
| Palumbo Wealth Management LLC | $2 774 554 | 267 298 | 5,46% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $2 477 986 | 238 727 | 4,88% | Acciones |
| Schonfeld Strategic Advisors LLC | $2 333 464 | 224 804 | 4,59% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $1 841 449 | 177 330 | 3,62% | Acciones |
| STATE STREET CORP | $1 381 402 | 133 083 | 2,72% | Acciones |
| CITADEL ADVISORS LLC | $1 055 916 | 101 726 | 2,08% | Acciones |
| GOLDMAN SACHS GROUP INC | $655 248 | 63 126 | 1,29% | Acciones |
| D. E. Shaw & Co., Inc. | $627 357 | 60 439 | 1,23% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $591 120 | 56 948 | 1,16% | Acciones |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $536 521 | 51 688 | 1,06% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $518 253 | 49 928 | 1,02% | Acciones |
| JANE STREET GROUP, LLC | $436 323 | 42 035 | 0,86% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $414 691 | 39 951 | 0,82% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $259 500 | 25 000 | 0,51% | Acciones |
| Boston Partners | $232 250 | 22 375 | 0,46% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $186 923 | 18 008 | 0,37% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $181 256 | 17 462 | 0,36% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $179 325 | 17 276 | 0,35% | Acciones |
| ALPINE WOODS CAPITAL INVESTORS, LLC | $161 326 | 15 542 | 0,32% | Acciones |
| Centiva Capital, LP | $154 569 | 14 891 | 0,30% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $145 735 | 14 040 | 0,29% | Acciones |
| Board of Trustees of The Leland Stanford Junior University | $129 916 | 12 516 | 0,26% | Acciones |
| Trexquant Investment LP | $114 190 | 11 001 | 0,22% | Acciones |
| BANK OF AMERICA CORP /DE/ | $107 910 | 10 396 | 0,21% | Acciones |
| DEUTSCHE BANK AG\ | $105 668 | 10 180 | 0,21% | Acciones |
| WELLS FARGO & COMPANY/MN | $76 532 | 7 373 | 0,15% | Acciones |
| RHUMBLINE ADVISERS | $60 074 | 5 788 | 0,12% | Acciones |
| Bank of New York Mellon Corp | $59 488 | 5 731 | 0,12% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $40 409 | 3 893 | 0,08% | Acciones |
| CITIGROUP INC | $40 368 | 3 889 | 0,08% | Acciones |
| Vanguard Global Advisers, LLC | $37 129 | 3 577 | 0,07% | Acciones |
| MORGAN STANLEY | $24 134 | 2 325 | 0,05% | Acciones |
| UBS Group AG | $20 947 | 2 018 | 0,04% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $18 684 | 1 800 | 0,04% | Acciones |
| BlackRock, Inc. | $15 975 | 1 539 | 0,03% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $13 058 | 1 258 | 0,03% | Acciones |
| ARMSTRONG ADVISORY GROUP, INC | $12 809 | 1 234 | 0,03% | Acciones |
| Tower Research Capital LLC (TRC) | $12 508 | 1 205 | 0,02% | Acciones |
| FMR LLC | $11 989 | 1 155 | 0,02% | Acciones |
| BARCLAYS PLC | $11 740 | 1 131 | 0,02% | Acciones |
| Legal & General Group Plc | $10 655 | 1 024 | 0,02% | Acciones |
| NORTHERN TRUST CORP | $10 525 | 1 014 | 0,02% | Acciones |
| Integrated Wealth Concepts LLC | $10 371 | 999 | 0,02% | Acciones |
| Arax Advisory Partners | $7 775 | 749 | 0,02% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $7 409 | 630 | 0,01% | Acciones |
| MARSHALL WACE, LLP | $7 214 | 695 | 0,01% | Acciones |
| US BANCORP \DE\ | $6 228 | 600 | 0,01% | Acciones |
| Ameritas Investment Partners, Inc. | $5 865 | 565 | 0,01% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 163 | 460 | 0,01% | Acciones |
| ROYAL BANK OF CANADA | $3 000 | 275 | 0,01% | Acciones |
| Allworth Financial LP | $1 869 | 180 | 0,00% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $1 671 | 161 | 0,00% | Acciones |
| Russell Investments Group, Ltd. | $1 557 | 150 | 0,00% | Acciones |
| Sterling Capital Management LLC | $1 090 | 105 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $1 005 | 96 | 0,00% | Acciones |
| Jump Financial, LLC | $945 | 91 | 0,00% | Acciones |
| Essential Partners LLC | $706 | 68 | 0,00% | Acciones |
| IFP Advisors, Inc | $550 | 53 | 0,00% | Acciones |
| True Wealth Design, LLC | $540 | 52 | 0,00% | Acciones |
| CWM, LLC | $534 | 59 | 0,00% | Acciones |
| Fortitude Family Office, LLC | $311 | 30 | 0,00% | Acciones |
| JPMORGAN CHASE & CO | $289 | 26 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $249 | 24 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $239 | 23 | 0,00% | Acciones |
| OSAIC HOLDINGS, INC. | $208 | 20 | 0,00% | Acciones |
| SJS Investment Consulting Inc. | $198 | 19 | 0,00% | Acciones |
| Janney Montgomery Scott LLC | $135 | 13 025 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $73 | 7 | 0,00% | Acciones |
| Clearstead Advisors, LLC | $53 | 5 | 0,00% | Acciones |
| JPL Wealth Management, LLC | $11 | 1 | 0,00% | Acciones |
Informantes de la empresa 9 insiders · 4 directivos · 7 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Michael Cordonnier | CEO, President | 3 de marzo de 2026 M | 1 550 477 | 0 | 1 | $-2 629 493 |
| Leonard M. Greenstein | CFO, Treasurer | 28 de enero de 2026 A | 188 346 | 0 | 0 | $0 |
| Niall Casey | Chief IP Officer | 28 de enero de 2026 A | 982 562 | 0 | 0 | $0 |
| William Scott Durall | Chief Commercial Officer | 28 de enero de 2026 A | 44 977 | 0 | 0 | $0 |
| Kevin Sidow | Consejero | 3 de junio de 2026 A | 73 264 | 0 | 0 | $0 |
| Jonathan D Root | Consejero | 3 de junio de 2026 A | 497 697 | 0 | 0 | $0 |
| Kevin C Oboyle | Consejero | 3 de junio de 2026 A | 31 031 | 0 | 0 | $0 |
| Philip M Young | Consejero | 3 de junio de 2026 A | 31 031 | 0 | 0 | $0 |
| Robert Mittendorff II | Consejero | 24 de julio de 2025 C | 931 452 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 15 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0,03% | 28 345 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,00% | 43 368 SH | 8 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,00% | 41 321 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,00% | 208 673 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,00% | 381 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,00% | 3 024 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 299 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 306 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 8 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 73 487 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 158 583 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 48 152 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,00% | 3 942 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,00% | 4 297 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 557 SH | 8 de agosto de 2026 | Diario |