CHPT ChargePoint Holdings, Inc. Common Stock
Acerca de ChargePoint Holdings, Inc. Common Stock Descripción general de la empresa de Wikipedia
ChargePoint Holdings, Inc. is an American electric vehicle infrastructure company based in Campbell, California. ChargePoint operates the largest online network of independently owned EV charging stations operating in 14 countries and makes some of its technology.
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ChargePoint Holdings, Inc. (formerly Coulomb Technologies) is an American electric vehicle infrastructure company based in Campbell, California. ChargePoint operates the largest online network of independently owned EV charging stations operating in 14 countries and makes some of its technology.
History
ChargePoint was founded in 2007 as Coulomb Technologies by Richard Lowenthal, Dave Baxter and Harjinder Bhade.
In June 2017, ChargePoint took over 9,800 electric vehicle charging spots from GE, adding to its 34,900 existing charging stations across Mexico, Australia, Canada, and the United States.
On November 28, 2018, ChargePoint raised $240 million. At the time, ChargePoint maintained 57,000 charging stations. In 2019, VW's Electrify America and ChargePoint agreed to provide common access to their US customers.
The company reached 100,000 chargers in September 2019, while adding more than 2,000 charging locations per month.
ChargePoint went public through a special-purpose acquisition company ("SPAC") reverse merger in February 2021. In January 2023, ChargePoint, Mercedes-Benz, and MN8 Energy announced plans to add 2,500 fast chargers at 400 charging hubs in the U.S., available to all EVs.
Charging stations
The company "designs, develops and manufactures hardware and software solutions" for electric vehicles at large.
ChargePoint Home – This small home charger won an Edison Award for new product innovation and human-centered design. It is available in 16A and 32A versions. ChargePoint Home Flex added 50A charging support.
CT4000 Family – The CT4000 is intended for property owners, businesses and municipalities providing for charging stations for their employees, customers, residents and fleets. It was the first to support power sharing along multiple ports.
CP4000 Family – Three phase Mennekes ("type 2") charging for Europe, up to 22 kW. Can share a single three phase 63A circuit or use two separate 32A circuits.
CPE 100 and CPE 200 – ChargePoint Express DC fast chargers offer fast charging for most DC-capable electric vehicles. With an embedded AC-to-DC converter, they directly charge the vehicle battery and can charge some EVs in less than 30 minutes. Express stations are particularly suitable for short dwell time parking, freeway corridor locations and quick turnaround fleet charging. They can also be installed in workplaces to complement CT4000 stations for employees who need a quick charge. Express 100 is 24 kW, Express 200 is 50 kW, and Express 250 is 62.5 kW. Express 100 is available in separate CCS and CHAdeMO models, while Express 200 is larger and has both ports. Express 200 is a charging design licensed from Tritium.
CPF25 Family – The CPF25 is designed for select fleet and multi-family applications. For fleets, CPF25 stations are suited for depot charging. For multi-family communities, CPF25 stations are intended for personal charging in assigned parking spots. CPF32 is a European Type 2 version (still limited to single phase 32A charging). The CPF50 added 50A charging support.
ChargePoint Express Plus Family – The liquid-cooled, modular 400 kW charging system called "Express Plus" was launched in January 2017 at CES in Las Vegas, Nevada.
Obsolete stations
CT1000 – NEMA 5-15 outlet behind a door, ChargePoint's first station. It is rare, with most having been upgraded to the CT2100.
CT1500 – 220 V 16 A outlets behind a door. Can be Schuko, BS 1363, or Australian outlets.
CT2000 – Single J1772.
CT2100 – J1772 and NEMA 5-20 charging on separate circuits.
CT2500 – Mennekes (IEC 62196) charging (single phase).
CT2020 family – Dual J1772 on separate circuits (no power sharing support).
CT500 – Small home charger (J1772), replaced by ChargePoint Home.
CT3000 – 50 kW CHAdeMO fast charging
== Gallery ==
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
CHPT Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
CHPT Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
CHPT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 0 0,0%
- Compra 0 0,0%
- Mantener 9 69,2%
- Venta 2 15,4%
- Venta fuerte 2 15,4%
Precio objetivo a 12 meses
5 analistas · 2026-08-17Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de marzo de 2027 | $-0.74 | $-1.04 | — |
| 30 de junio de 2026 | $-0.74 | $-1.04 | 0.30% |
| 31 de marzo de 2026 | $-0.55 | $-1.05 | 0.50% |
| 31 de diciembre de 2025 | $-1.32 | $-1.34 | 0.02% |
| 30 de septiembre de 2025 | $-1.42 | $-1.23 | -0.19% |
| 30 de junio de 2025 | $-1.20 | $-1.18 | -0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| CHPT | $146M | -0.6 | -1.4% | -53.5% | -478.6% | 30.5% |
| NEOV | — | — | — | — | — | — |
| SES | — | -8.2 | 929.4% | — | — | — |
| EAF | $400M | -1.8 | -6.4% | -43.6% | 102.7% | -3.1% |
| SKYX | $255M | -6.8 | 6.6% | -36.3% | 12492.8% | — |
| SPWR | — | — | — | — | — | — |
| ULBI | — | -0.2 | 16.2% | — | — | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 18
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $411M | $417M | $507M | $468M | $241M | $146M | · | |
| Cost of Revenue | $286M | $316M | $477M | $382M | $187M | $114M | · | |
| Gross Profit | $126M | $101M | $30M | $86M | $54M | $33M | · | |
| R&D Expense | $139M | $141M | $221M | $195M | $145M | $75M | · | |
| SG&A Expense | $96M | $82M | $109M | $90M | $81M | $26M | $6M | |
| Operating Expenses | $336M | $354M | $480M | $428M | $319M | $154M | · | |
| Operating Income | $-210M | $-253M | $-450M | $-342M | $-265M | $-121M | $-6M | |
| Interest Expense | $24M | $25M | $16M | $9M | $2M | $3M | · | |
| Interest Income | $4M | $8M | $10M | $6M | $98.0K | $315.0K | · | |
| Other Non-op | $2M | $-3M | $-1M | $-2M | $-3M | $229.0K | · | |
| Pretax Income | $-216M | $-273M | $-458M | $-347M | $-135M | $-197M | $-315M | |
| Income Tax | $4M | $4M | $-21.0K | $-2M | $-3M | $198.0K | $201.6K | |
| Net Income | $-220M | $-277M | $-458M | $-345M | $-132M | $-197M | $-315M | |
| EPS (Basic) | $-9.41 | $-12.78 | $-24.37 | $-1.02 | $-1.01 | $-18.14 | · | |
| EPS (Diluted) | $-9.41 | $-12.78 | $-24.37 | $-1.02 | $-1.49 | $-18.14 | · | |
| Shares (Basic) | 23,408,373 | 21,674,490 | 18,776,494 | 338,488,667 | 297,421,969 | 15,116,763 | · | |
| Shares (Diluted) | 23,408,373 | 21,674,490 | 18,776,494 | 338,488,667 | 302,490,266 | 15,116,763 | · | |
| EBITDA | $-183M | $-224M | $-421M | $-317M | $-249M | · | $-6M |
Balance general 29
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $142M | $225M | $327M | $264M | $315M | $145M | $111.8K | |
| Receivables | $86M | $96M | $124M | $165M | $76M | $35M | · | |
| Inventory | $215M | $209M | $199M | $69M | $36M | $34M | · | |
| Prepaid Expense | $19M | $36M | $62M | $71M | $37M | $12M | $238.6K | |
| Other Current Assets | $13M | $20M | $19M | $23M | $20M | $8M | · | |
| Current Assets | $462M | $567M | $743M | $704M | $464M | $227M | $350.4K | |
| PP&E (Net) | $25M | $35M | $42M | $40M | $35M | $30M | · | |
| PP&E (Gross) | $97M | $110M | $102M | $84M | $70M | $55M | · | |
| Accum. Depreciation | $73M | $74M | $59M | $44M | $35M | $25M | · | |
| Goodwill | $228M | $208M | $214M | $214M | $218M | $1M | · | |
| Intangibles | $61M | $66M | $81M | $93M | $107M | $0 | · | |
| Other Non-current Assets | $6M | $8M | $9M | $7M | $6M | $10M | · | |
| Total Assets | $792M | $898M | $1.10B | $1.08B | $856M | $290M | $317M | |
| Accounts Payable | $90M | $64M | $71M | $62M | $28M | $20M | $39.1K | |
| Accrued Liabilities | $46M | $37M | $51M | $46M | $32M | $18M | $4M | |
| Current Liabilities | $384M | $294M | $330M | $284M | $189M | $118M | $6M | |
| Capital Leases | $11M | $15M | $17M | $22M | $25M | $22M | · | |
| Deferred Tax | $13M | $12M | $11M | $13M | $18M | $0 | · | |
| Other Non-current Liabilities | $4M | $8M | $2M | $1M | $7M | $972.0K | · | |
| Total Liabilities | $771M | $761M | $776M | $725M | $309M | $291M | $337M | |
| Long-term Debt | $261M | $297M | · | · | $0 | $35M | · | |
| Total Debt | $261M | $297M | $284M | $295M | $0 | · | · | |
| Common Stock | $2.0K | $2.0K | $42.0K | $35.0K | $33.0K | $2.0K | · | |
| Paid-in Capital | $2.13B | $2.05B | $1.96B | $1.53B | $1.37B | $63M | $296M | |
| Retained Earnings | $-2.11B | $-1.89B | $-1.61B | $-1.16B | $-812M | $-679M | $-316M | |
| AOCI | $4M | $-25M | $-16M | $-16M | $-8M | $155.0K | · | |
| Stockholders' Equity | $21M | $137M | $328M | $355M | $547M | $-617M | $-19M | |
| Liabilities + Equity | $792M | $898M | $1.10B | $1.08B | $856M | $290M | $317M | |
| Shares Outstanding | 24,316,597 | 22,805,115 | 21,055,836 | 17,416,524 | 334,760,615 | 22,961,032 | · |
Flujo de Efectivo 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| D&A | $27M | $29M | $28M | $25M | $16M | $10M | · | |
| Stock-based Comp | $65M | $76M | $117M | $93M | $67M | $5M | · | |
| Deferred Tax | $-441.0K | $300.0K | $-2M | $-4M | $-3M | $0 | · | |
| Amort. of Intangibles | $13M | $12M | $12M | $12M | $5M | $0 | · | |
| Restructuring | · | · | $16M | · | · | · | · | |
| Other Non-cash | $66M | $25M | $-15M | $-37M | $-105M | · | · | |
| Operating Cash Flow | $-63M | $-147M | $-329M | $-267M | $-157M | $-92M | $-2M | |
| CapEx | $4M | $12M | $19M | $19M | $16M | $11M | · | |
| Investing Cash Flow | $-4M | $-12M | $86M | $-126M | $-222M | $36M | $567.8K | |
| Net Debt Issued | $-40M | · | $0 | $0 | $-36M | · | · | |
| Stock Issued | $0 | $10M | $287M | $49M | $0 | $0 | · | |
| Net Stock Activity | $0 | $10M | $287M | $49M | · | · | · | |
| Financing Cash Flow | $-20M | $29M | $307M | $373M | $550M | $129M | $1M | |
| Net Change in Cash | $-83M | $-133M | $63M | $-21M | $170M | $73M | · | |
| Taxes Paid | $3M | $3M | $1M | $598.0K | $268.0K | $172.0K | · | |
| Free Cash Flow | $-67M | $-159M | $-348M | $-286M | $-174M | · | · | |
| Levered FCF | $-91M | $-184M | $-365M | $-295M | $-175M | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 30.5% | 24.1% | 5.9% | 18.4% | 22.2% | · | · | |
| Operating Margin | -51.1% | -60.7% | -88.8% | -73.0% | -110.1% | · | · | |
| Net Margin | -53.5% | -66.4% | -90.3% | -73.7% | -54.9% | · | · | |
| Pretax Margin | -52.6% | -65.4% | -90.3% | -74.2% | -56.1% | · | · | |
| EBITDA Margin | -44.5% | -53.7% | -83.2% | -67.7% | -103.3% | · | · | |
| ROA | -26.1% | -27.7% | -41.9% | -35.6% | -23.1% | · | -99.4% | |
| ROE | -478.6% | -174.0% | -127.1% | -99.5% | -23.4% | · | 114.6% | |
| ROIC | -75.9% | -59.2% | -73.6% | -52.3% | -47.5% | · | 30.6% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.9 | 2.2 | 2.5 | 2.5 | · | 0.1 | |
| Quick Ratio | 0.6 | 1.1 | 1.4 | 1.5 | 2.1 | · | 0.0 | |
| Debt / Equity | 12.2 | 2.2 | 0.9 | 0.8 | 0.0 | · | · | |
| LT Debt / Equity | 10.7 | 2.2 | 0.9 | 0.8 | 0.0 | · | · | |
| Interest Coverage | -8.8 | -10.3 | -27.7 | -36.2 | -176.7 | · | · |
Eficiencia 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | 0.5 | 0.5 | 0.4 | · | · | |
| Inventory Turnover | 1.3 | 1.6 | 3.6 | 7.3 | 5.4 | · | · | |
| Receivables Turnover | 4.5 | 3.8 | 3.5 | 3.9 | 4.3 | · | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -1.4% | -17.7% | 8.2% | 94.2% | 64.5% | · | · | |
| Revenue CAGR 3Y | -4.2% | 20.1% | 51.2% | · | · | · | · | |
| Revenue CAGR 5Y | 22.9% | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $411M | $417M | $507M | $468M | $241M | · | · | |
| Net Income TTM | $-220M | $-277M | $-458M | $-345M | $-132M | · | $-315M | |
| Market Cap | $146M | $8.78B | $16.00B | $84.57B | $92.73B | · | · | |
| Enterprise Value | $265M | $8.85B | $15.96B | $84.61B | $92.41B | · | · | |
| P/E | -0.6 | -1.5 | -1.6 | -238.0 | -185.9 | · | · | |
| P/S | 0.4 | 21.0 | 31.6 | 180.7 | 384.8 | · | · | |
| P/B | 6.8 | 63.8 | 48.8 | 238.2 | 169.5 | · | · | |
| P / Tangible Book | · | · | 479.5 | 1740.1 | 419.0 | · | · | |
| P / Cash Flow | -2.3 | -59.7 | -48.6 | -316.7 | -590.0 | · | · | |
| P / FCF | -2.2 | -55.2 | -45.9 | -296.1 | -534.2 | · | · | |
| EV / EBITDA | -1.4 | -39.5 | -37.9 | -267.1 | -371.2 | · | · | |
| EV / FCF | -4.0 | -55.6 | -45.8 | -296.2 | -532.4 | · | · | |
| EV / Revenue | 0.6 | 21.2 | 31.5 | 180.7 | 383.4 | · | · | |
| Earnings Yield | -157.1% | -66.4% | -64.1% | -0.42% | -0.54% | · | · |
Estado de resultados 18
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $102M | $109M | $106M | $99M | $98M | $102M | $100M | $109M | $107M | $116M | $110M | $150M | $130M | $153M | $125M | $108M | |
| Cost of Revenue | $72M | $75M | $73M | $68M | $70M | $73M | $77M | $83M | $83M | $93M | $134M | $149M | $99M | $120M | $103M | $90M | |
| Gross Profit | $30M | $34M | $32M | $31M | $28M | $29M | $23M | $26M | $24M | $22M | $-24M | $1M | $31M | $33M | $23M | $18M | |
| R&D Expense | $36M | $35M | $35M | $36M | $34M | $30M | $38M | $37M | $36M | $55M | $57M | $60M | $49M | $47M | $48M | $52M | |
| SG&A Expense | $18M | $28M | $18M | $28M | $22M | $29M | $18M | $15M | $20M | $26M | $33M | $25M | $24M | $24M | $22M | $23M | |
| Operating Expenses | $77M | $87M | $77M | $90M | $82M | $84M | $91M | $88M | $91M | $115M | $130M | $124M | $110M | $111M | $106M | $109M | |
| Operating Income | $-47M | $-53M | $-44M | $-59M | $-54M | $-55M | $-68M | $-63M | $-67M | $-93M | $-154M | $-123M | $-80M | $-78M | $-83M | $-90M | |
| Interest Expense | $274.0K | $3M | $8M | $7M | $6M | $2M | $9M | $7M | $7M | $7M | $4M | $3M | $3M | $3M | $3M | $3M | |
| Interest Income | $336.0K | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $1M | |
| Other Non-op | $5M | $133.0K | $-285.0K | $-323.0K | $3M | $-2M | $-202.0K | $-38.0K | $-850.0K | $1M | $-3M | $68.0K | $573.0K | $1M | $-943.0K | $-1M | |
| Pretax Income | $-42M | $-43M | $-52M | $-65M | $-56M | $-58M | $-76M | $-67M | $-71M | $-95M | $-159M | $-124M | $-80M | $-78M | $-85M | $-93M | |
| Income Tax | $1M | $1M | $894.0K | $1M | $622.0K | $805.0K | $2M | $2M | $408.0K | $-184.0K | $-315.0K | $905.0K | $-427.0K | $529.0K | $-442.0K | $-392.0K | |
| Net Income | $-43M | $-44M | $-52M | $-66M | $-57M | $-59M | $-78M | $-69M | $-72M | $-95M | $-158M | $-125M | $-79M | $-79M | $-84M | $-93M | |
| EPS (Basic) | $-1.75 | $-4.21 | $-2.23 | $-2.85 | $-2.49 | $-5.83 | $-3.56 | $-3.22 | $-0.17 | $-23.36 | $-0.43 | $-0.35 | $-0.23 | $-0.22 | $-0.25 | $-0.28 | |
| EPS (Diluted) | $-1.75 | $-4.21 | $-2.23 | $-2.85 | $-2.49 | $-5.83 | $-3.56 | $-3.22 | $-0.17 | $-23.36 | $-0.43 | $-0.35 | $-0.23 | $-0.22 | $-0.25 | $-0.28 | |
| Shares (Basic) | 24,630,127 | -482,335,034 | 23,501,303 | 23,196,534 | 22,952,278 | -444,758,938 | 21,766,572 | 21,376,634 | 423,290,222 | -1,063,326,550 | 376,182,783 | 355,876,807 | 350,043,454 | -672,543,968 | 339,595,385 | 336,813,555 | |
| Shares (Diluted) | 24,630,127 | -482,335,034 | 23,501,303 | 23,196,534 | 22,952,278 | -444,758,938 | 21,766,572 | 21,376,634 | 423,290,222 | -1,063,326,550 | 376,182,783 | 355,876,807 | 350,043,454 | -672,543,968 | 339,595,385 | 336,813,555 | |
| EBITDA | $-41M | · | $-44M | $-59M | $-47M | · | $-68M | $-63M | $-60M | · | $-154M | $-123M | $-73M | · | $-83M | $-90M |
Balance general 29
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $96M | $142M | $181M | $194M | $196M | $225M | $219M | $243M | $262M | $327M | $367M | $233M | $283M | $264M | $188M | $188M | |
| Receivables | $81M | $86M | $97M | $96M | $99M | $96M | $112M | $111M | $118M | · | $152M | $202M | $165M | · | $123M | $110M | |
| Inventory | $204M | $215M | $212M | $212M | $212M | $209M | $222M | $229M | $224M | · | $199M | $144M | $115M | · | $62M | $53M | |
| Prepaid Expense | $21M | $19M | $26M | $30M | $47M | $36M | $66M | $69M | $65M | · | $76M | $83M | $88M | · | $59M | $45M | |
| Other Current Assets | $13M | $13M | $18M | $19M | $27M | $20M | $25M | $22M | $19M | · | $26M | $25M | $24M | · | $21M | $19M | |
| Current Assets | $401M | $462M | $516M | $533M | $554M | $567M | $620M | $653M | $698M | · | $824M | $692M | $682M | · | $642M | $680M | |
| PP&E (Net) | $22M | $25M | $27M | $30M | $33M | $35M | $38M | $39M | $41M | · | $42M | $43M | $42M | · | $39M | $37M | |
| PP&E (Gross) | $97M | $97M | $100M | $101M | $112M | $110M | $109M | $107M | $104M | · | $97M | $94M | $89M | · | $80M | $76M | |
| Accum. Depreciation | $75M | $73M | $73M | $72M | $79M | $74M | $71M | $68M | $63M | · | $55M | $51M | $48M | · | $41M | $39M | |
| Goodwill | $226M | $228M | $224M | $222M | $221M | $208M | $214M | $214M | $212M | $214M | $212M | $217M | $217M | $214M | $202M | $206M | |
| Intangibles | $57M | $61M | $63M | $65M | $68M | $66M | $72M | $74M | $77M | · | $83M | $88M | $91M | · | $90M | $94M | |
| Other Non-current Assets | $6M | $6M | $6M | $7M | $7M | $8M | $8M | $8M | $8M | · | $9M | $9M | $7M | · | $7M | $7M | |
| Total Assets | $721M | $792M | $848M | $870M | $898M | $898M | $966M | $1.00B | $1.05B | · | $1.19B | $1.07B | $1.06B | · | $1.00B | $1.05B | |
| Accounts Payable | $78M | $90M | $69M | $72M | $52M | $64M | $74M | $71M | $84M | · | $102M | $99M | $62M | · | $45M | $45M | |
| Accrued Liabilities | $39M | $46M | $41M | $37M | $46M | $37M | $39M | $36M | $40M | · | $53M | $63M | $63M | · | $44M | $40M | |
| Current Liabilities | $350M | $384M | $326M | $320M | $304M | $294M | $320M | $321M | $328M | · | $353M | $341M | $288M | · | $238M | $239M | |
| Capital Leases | $10M | $11M | $12M | $13M | $14M | $15M | $16M | $17M | $16M | · | $19M | $20M | $21M | · | $22M | $23M | |
| Deferred Tax | $12M | $13M | $12M | $12M | $12M | $12M | $10M | $12M | $11M | · | $11M | $12M | $13M | · | $12M | $13M | |
| Other Non-current Liabilities | $5M | $4M | $5M | $9M | $4M | $8M | $6M | $2M | $2M | · | $2M | $2M | $1M | · | $1M | $1M | |
| Total Liabilities | $730M | $771M | $810M | $800M | $779M | $761M | $785M | $773M | $773M | · | $795M | $793M | $732M | · | $662M | $654M | |
| Long-term Debt | $240M | $261M | · | · | · | $297M | · | · | · | · | · | · | · | · | $295M | $294M | |
| Total Debt | $240M | · | $322M | $309M | $308M | · | $299M | $286M | $285M | · | $283M | $296M | $295M | · | $295M | $294M | |
| Common Stock | $2.0K | $2.0K | $2.0K | $2.0K | $46.0K | $2.0K | $44.0K | $43.0K | $43.0K | · | $42.0K | $36.0K | $35.0K | · | $34.0K | $34.0K | |
| Paid-in Capital | $2.15B | $2.13B | $2.11B | $2.09B | $2.07B | $2.05B | $2.03B | $2.00B | $1.98B | · | $1.93B | $1.65B | $1.58B | · | $1.45B | $1.41B | |
| Retained Earnings | $-2.15B | $-2.11B | $-2.07B | $-2.01B | $-1.95B | $-1.89B | $-1.83B | $-1.76B | $-1.69B | · | $-1.52B | $-1.36B | $-1.24B | · | $-1.08B | $-994M | |
| AOCI | $582.0K | $4M | $-1M | $-4M | $-5M | $-25M | $-15M | $-16M | $-18M | · | $-19M | $-12M | $-12M | · | $-35M | $-29M | |
| Stockholders' Equity | $-9M | $21M | $38M | $71M | $119M | $137M | $181M | $231M | $278M | $328M | $393M | $275M | $327M | $355M | $339M | $392M | |
| Liabilities + Equity | $721M | $792M | $848M | $870M | $898M | $898M | $966M | $1.00B | $1.05B | · | $1.19B | $1.07B | $1.06B | · | $1.00B | $1.05B | |
| Shares Outstanding | 25,897,631 | 24,316,597 | 23,653,013 | 23,357,878 | 461,648,150 | 22,805,115 | 440,752,641 | 430,830,553 | 425,133,634 | 21,055,836 | 417,939,824 | 359,792,252 | 353,081,102 | 348,330,481 | 341,531,034 | 338,820,463 |
Flujo de Efectivo 16
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $6M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $6M | $6M | $6M | |
| Stock-based Comp | $11M | $13M | $15M | $18M | $18M | $15M | $21M | $19M | $22M | $25M | $33M | $35M | $24M | $26M | $26M | $26M | |
| Amort. of Intangibles | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $16M | · | · | · | · | · | |
| Other Non-cash | $-10M | · | · | · | $-638.0K | · | · | · | $-20M | · | · | · | $-56M | · | · | · | |
| Operating Cash Flow | $-37M | $-1M | $-22M | $-6M | $-33M | $-3M | $-31M | $-51M | $-63M | $-41M | $-97M | $-86M | $-104M | $-50M | $-83M | $-63M | |
| CapEx | $1M | $745.0K | $1M | $1M | $1M | $2M | $3M | $4M | $3M | $5M | $5M | $4M | $6M | $4M | $5M | $6M | |
| Investing Cash Flow | $-1M | $-745.0K | $-1M | $-1M | $-1M | $-2M | $-3M | $-4M | $-3M | $-5M | $-5M | $-4M | $99M | $101M | $70M | $-291M | |
| Net Debt Issued | $-10M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | $0 | · | · | · | $7M | $3M | $0 | $0 | $0 | $232M | $37M | $18M | $49M | $0 | $0 | |
| Net Stock Activity | · | · | · | · | · | · | · | · | $0 | · | · | · | $18M | · | · | · | |
| Financing Cash Flow | $-8M | $-38M | $10M | $6M | $2M | $12M | $9M | $6M | $1M | $6M | $237M | $40M | $24M | $55M | $14M | $511.0K | |
| Net Change in Cash | $-46M | $-39M | $-14M | $-2M | $-29M | $5M | $-24M | $-49M | $-66M | $-40M | $134M | $-50M | $19M | $106M | $611.0K | $-353M | |
| Taxes Paid | $767.0K | $331.0K | $693.0K | $441.0K | $1M | $372.0K | $1M | $278.0K | $907.0K | $207.0K | $353.0K | $222.0K | $325.0K | $303.0K | $98.0K | $84.0K | |
| Free Cash Flow | $-38M | · | · | · | $-34M | · | · | · | $-66M | · | · | · | $-110M | · | · | · | |
| Levered FCF | $-38M | · | · | · | $-41M | · | · | · | $-73M | · | · | · | $-113M | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 29.1% | · | 30.7% | 31.2% | 28.7% | · | 22.9% | 23.6% | 22.1% | · | -21.7% | 0.75% | 23.5% | · | 18.1% | 16.8% | |
| Operating Margin | -46.3% | · | -41.9% | -59.8% | -55.1% | · | -68.4% | -57.8% | -62.7% | · | -139.4% | -82.0% | -61.5% | · | -66.4% | -83.5% | |
| Net Margin | -42.4% | · | -49.7% | -67.1% | -58.5% | · | -77.9% | -63.5% | -67.1% | · | -143.5% | -83.2% | -61.1% | · | -67.4% | -85.6% | |
| Pretax Margin | -41.2% | · | -48.8% | -66.0% | -57.9% | · | -76.4% | -61.9% | -66.7% | · | -143.8% | -82.6% | -61.4% | · | -67.8% | -86.0% | |
| EBITDA Margin | -40.1% | · | -41.9% | -59.8% | -48.0% | · | -68.4% | -57.8% | -55.8% | · | -139.4% | -82.0% | -56.0% | · | -66.4% | -83.5% | |
| ROA | -5.3% | · | -5.8% | -7.1% | -5.9% | · | -7.2% | -6.7% | -6.8% | · | -14.5% | -11.8% | -7.4% | · | -8.9% | -10.2% | |
| ROE | -78.9% | · | -47.9% | -43.9% | -28.8% | · | -27.1% | -27.2% | -23.7% | · | -43.3% | -37.6% | -20.0% | · | -18.3% | -20.0% | |
| ROIC | -21.0% | · | -12.5% | -15.8% | -12.8% | · | -14.5% | -12.4% | -12.0% | · | -22.7% | -21.8% | -12.8% | · | -13.1% | -13.1% |
Liquidez y Solvencia 5
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | · | 1.6 | 1.7 | 1.8 | · | 1.9 | 2.0 | 2.1 | · | 2.3 | 2.0 | 2.4 | · | 2.7 | 2.8 | |
| Quick Ratio | 0.5 | · | 0.9 | 0.9 | 1.0 | · | 1.0 | 1.1 | 1.2 | · | 1.5 | 1.3 | 1.6 | · | 1.3 | 1.2 | |
| Debt / Equity | -26.3 | · | 8.4 | 4.4 | 2.6 | · | 1.7 | 1.2 | 1.0 | · | 0.7 | 1.1 | 0.9 | · | 0.9 | 0.8 | |
| LT Debt / Equity | -24.6 | · | 8.4 | 4.4 | 2.6 | · | 1.7 | 1.2 | 1.0 | · | 0.7 | 1.1 | 0.9 | · | 0.9 | 0.8 | |
| Interest Coverage | -172.1 | · | -5.5 | -8.6 | -8.4 | · | -7.3 | -9.6 | -10.2 | · | -40.3 | -42.2 | -27.3 | · | -32.0 | -30.9 |
Eficiencia 3
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Inventory Turnover | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.5 | · | 1.0 | 1.5 | 1.2 | · | 2.2 | 2.2 | |
| Receivables Turnover | 1.1 | · | 1.0 | 1.0 | 0.9 | · | 0.8 | 0.7 | 0.8 | · | 0.8 | 1.0 | 1.1 | · | 1.3 | 1.4 |
Valoración (TTM) 14
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $404M | · | $402M | $404M | $413M | · | $425M | $476M | $498M | · | $516M | $514M | $445M | · | $380M | $320M | |
| Net Income TTM | $-219M | · | $-253M | $-270M | $-275M | · | $-376M | $-424M | $-435M | · | $-447M | $-382M | $-346M | · | $-336M | $-321M | |
| Market Cap | $166M | · | $255M | $215M | $5.75B | · | $10.58B | $18.70B | $11.31B | · | $21.23B | $62.32B | $61.22B | · | $95.49B | $102.39B | |
| Enterprise Value | $310M | · | $397M | $330M | $5.86B | · | $10.66B | $18.74B | $11.33B | · | $21.15B | $62.38B | $61.24B | · | $95.60B | $102.50B | |
| P/E | -0.7 | · | -1.2 | -0.9 | -1.8 | · | -3.3 | -10.4 | -22.5 | · | -40.3 | -156.0 | -168.3 | · | -276.8 | -311.5 | |
| P/S | 0.4 | · | 0.6 | 0.5 | 13.9 | · | 24.9 | 39.3 | 22.7 | · | 41.1 | 121.2 | 137.5 | · | 251.1 | 320.0 | |
| P/B | -18.2 | · | 6.7 | 3.0 | 48.5 | · | 58.4 | 81.0 | 40.7 | · | 54.1 | 226.4 | 187.0 | · | 282.0 | 261.4 | |
| P / Tangible Book | · | · | · | · | · | · | · | · | · | · | 215.9 | · | 3060.4 | · | 2022.7 | 1117.5 | |
| P / Cash Flow | -4.5 | · | · | · | -174.5 | · | · | · | -180.8 | · | · | · | -587.3 | · | · | · | |
| P / FCF | -4.4 | · | · | · | -169.0 | · | · | · | -171.3 | · | · | · | -556.2 | · | · | · | |
| EV / EBITDA | -7.6 | · | -8.9 | -5.6 | -125.0 | · | -156.4 | -298.7 | -189.8 | · | -137.5 | -505.8 | -840.4 | · | -1147.9 | -1134.2 | |
| EV / FCF | -8.2 | · | · | · | -172.3 | · | · | · | -171.7 | · | · | · | -556.3 | · | · | · | |
| EV / Revenue | 0.8 | · | 1.0 | 0.8 | 14.2 | · | 25.0 | 39.3 | 22.8 | · | 41.0 | 121.3 | 137.5 | · | 251.4 | 320.3 | |
| Earnings Yield | -145.4% | · | -81.1% | -106.1% | -56.7% | · | -30.8% | -9.6% | -4.4% | · | -2.5% | -0.64% | -0.59% | · | -0.36% | -0.32% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| Ingresos | $411M | $417M | $507M | $468M | $241M |
| Margen Bruto % | 30.5% | 24.1% | 5.9% | 18.4% | 22.2% |
| Margen Operativo % | -51.1% | -60.7% | -88.8% | -73.0% | -110.1% |
| Beneficio neto | $-220M | $-277M | $-458M | $-345M | $-132M |
| EPS Diluido | $-9.41 | $-12.78 | $-24.37 | $-1.02 | $-1.49 |
Balance general
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 12.2 | 2.2 | 0.9 | 0.8 | 0.0 |
| Ratio corriente | 1.2 | 1.9 | 2.2 | 2.5 | 2.5 |
| Ratio Rápido | 0.6 | 1.1 | 1.4 | 1.5 | 2.1 |
Flujo de Efectivo
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-67M | $-159M | $-348M | $-286M | $-174M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 183 declarantes · $43.2M 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 41 (+16 vs trimestre anterior) | 16 (+2 vs trimestre anterior) | 43 (+14 vs trimestre anterior) | 28 (-3 vs trimestre anterior) | +2.9M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $5 997 467 | 903 233 | 13,87% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $5 766 700 | 975 753 | 13,34% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $2 996 624 | 506 910 | 6,93% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 104 551 | 356 100 | 4,87% | Opción de venta |
| STATE STREET CORP | $1 506 323 | 254 877 | 3,48% | Acciones |
| WOLVERINE TRADING, LLC | $1 463 020 | 132 400 | 3,38% | Opción de venta |
| GOLDMAN SACHS GROUP INC | $1 317 853 | 222 987 | 3,05% | Acciones |
| WOLVERINE TRADING, LLC | $1 162 460 | 105 200 | 2,69% | Opción de compra |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 151 623 | 194 860 | 2,66% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 139 732 | 192 848 | 2,64% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 079 166 | 182 600 | 2,50% | Opción de compra |
| JANE STREET GROUP, LLC | $1 075 531 | 181 985 | 2,49% | Opción de compra |
| RENAISSANCE TECHNOLOGIES LLC | $1 070 650 | 181 159 | 2,48% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $979 015 | 165 654 | 2,26% | Acciones |
| COATUE MANAGEMENT LLC | $910 648 | 154 086 | 2,11% | Acciones |
| BlackRock, Inc. | $812 430 | 137 467 | 1,88% | Acciones |
| Verition Fund Management LLC | $778 347 | 131 700 | 1,80% | Opción de venta |
| OCCUDO QUANTITATIVE STRATEGIES LP | $764 849 | 129 416 | 1,77% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $705 979 | 119 455 | 1,63% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $636 986 | 107 781 | 1,47% | Acciones |
| GMT Capital Corp | $598 624 | 101 290 | 1,38% | Acciones |
| CITADEL ADVISORS LLC | $598 476 | 101 265 | 1,38% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $591 100 | 100 017 | 1,37% | Acciones |
| Cinctive Capital Management LP | $443 250 | 75 000 | 1,03% | Opción de compra |
| Crawford Fund Management, LLC | $431 430 | 73 000 | 1,00% | Opción de venta |
| BNP PARIBAS FINANCIAL MARKETS | $430 366 | 72 820 | 1,00% | Acciones |
| CITADEL ADVISORS LLC | $393 842 | 66 640 | 0,91% | Opción de venta |
| D. E. Shaw & Co., Inc. | $384 150 | 65 000 | 0,89% | Opción de compra |
| XTX Topco Ltd | $326 575 | 55 258 | 0,76% | Acciones |
| Schonfeld Strategic Advisors LLC | $269 116 | 45 536 | 0,62% | Acciones |
| HAMILTON CAPITAL PARTNERS, LLC | $228 776 | 38 710 | 0,53% | Acciones |
| Alamea Verwaltungs GmbH | $213 446 | 36 116 | 0,49% | Acciones |
| BANK OF AMERICA CORP /DE/ | $211 596 | 35 803 | 0,49% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $206 850 | 35 000 | 0,48% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $196 224 | 33 202 | 0,45% | Acciones |
| MARSHALL WACE, LLP | $186 318 | 31 526 | 0,43% | Acciones |
| SEI INVESTMENTS CO | $177 495 | 30 033 | 0,41% | Acciones |
| Nuveen, LLC | $177 495 | 30 033 | 0,41% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $170 208 | 28 800 | 0,39% | Acciones |
| HSBC HOLDINGS PLC | $169 068 | 28 583 | 0,39% | Acciones |
| Walleye Trading LLC | $154 251 | 26 100 | 0,36% | Opción de compra |
| EFG International AG | $153 660 | 26 000 | 0,36% | Acciones |
| Squarepoint Ops LLC | $149 180 | 25 242 | 0,35% | Acciones |
| JANE STREET GROUP, LLC | $135 930 | 23 000 | 0,31% | Opción de venta |
| Quadrature Capital Ltd | $133 064 | 22 515 | 0,31% | Acciones |
| WELLS FARGO & COMPANY/MN | $130 191 | 22 029 | 0,30% | Acciones |
| Trexquant Investment LP | $123 365 | 20 874 | 0,29% | Acciones |
| Alpha Wealth Funds, LLC | $105 508 | 17 673 | 0,24% | Acciones |
| Sullivan Wood Capital Management LLC | $103 425 | 17 500 | 0,24% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $102 042 | 17 266 | 0,24% | Acciones |
| RHUMBLINE ADVISERS | $101 669 | 17 204 | 0,24% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $100 482 | 17 002 | 0,23% | Acciones |
| D. E. Shaw & Co., Inc. | $95 943 | 16 234 | 0,22% | Acciones |
| Walleye Capital LLC | $95 334 | 16 131 | 0,22% | Acciones |
| Creative Planning | $92 409 | 15 636 | 0,21% | Acciones |
| Bank of New York Mellon Corp | $90 854 | 15 373 | 0,21% | Acciones |
| STIFEL FINANCIAL CORP | $90 399 | 15 295 | 0,21% | Acciones |
| Aigen Investment Management, LP | $89 040 | 15 066 | 0,21% | Acciones |
| nVerses Capital, LLC | $88 354 | 14 950 | 0,20% | Acciones |
| Walleye Trading LLC | $78 012 | 13 200 | 0,18% | Opción de venta |
| SIMPLEX TRADING, LLC | $74 507 | 12 607 | 0,17% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $72 900 | 15 000 | 0,17% | Acciones |
| Pilgrim Partners Asia Pte Ltd | $68 556 | 11 600 | 0,16% | Acciones |
| Walleye Capital LLC | $67 374 | 11 400 | 0,16% | Opción de venta |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $65 719 | 11 120 | 0,15% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $63 828 | 10 800 | 0,15% | Acciones |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $61 446 | 10 397 | 0,14% | Acciones |
| CITIGROUP INC | $58 728 | 9 937 | 0,14% | Acciones |
| Invesco Ltd. | $56 913 | 9 630 | 0,13% | Acciones |
| Walleye Capital LLC | $56 145 | 9 500 | 0,13% | Opción de compra |
| BARCLAYS PLC | $49 201 | 8 325 | 0,11% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $47 451 | 8 029 | 0,11% | Acciones |
| CIBC Private Wealth Group LLC | $41 092 | 3 763 | 0,10% | Acciones |
| Vanguard Global Advisers, LLC | $40 868 | 6 915 | 0,09% | Acciones |
| MORGAN STANLEY | $30 939 | 5 235 | 0,07% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $29 550 | 5 000 | 0,07% | Acciones |
| NORTHERN TRUST CORP | $22 340 | 3 780 | 0,05% | Acciones |
| Tower Research Capital LLC (TRC) | $20 159 | 3 411 | 0,05% | Acciones |
| DEUTSCHE BANK AG\ | $19 054 | 3 224 | 0,04% | Acciones |
| Firsthand Capital Management, Inc. | $17 730 | 3 000 | 0,04% | Acciones |
| NFSG Corp | $17 671 | 2 990 | 0,04% | Acciones |
| OSAIC HOLDINGS, INC. | $16 510 | 2 798 | 0,04% | Acciones |
| Walleye Trading LLC | $15 656 | 2 649 | 0,04% | Acciones |
| Integrated Wealth Concepts LLC | $14 444 | 2 444 | 0,03% | Acciones |
| Legal & General Group Plc | $13 818 | 2 338 | 0,03% | Acciones |
| Ameritas Investment Partners, Inc. | $12 955 | 2 192 | 0,03% | Acciones |
| FMR LLC | $12 695 | 2 148 | 0,03% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12 411 | 2 100 | 0,03% | Acciones |
| Center for Financial Planning, Inc. | $11 820 | 2 000 | 0,03% | Acciones |
| Vision Retirement, LLC | $11 820 | 2 000 | 0,03% | Acciones |
| Russell Investments Group, Ltd. | $11 412 | 1 931 | 0,03% | Acciones |
| UBS Group AG | $8 002 | 1 354 | 0,02% | Acciones |
| SBI Securities Co., Ltd. | $7 092 | 1 200 | 0,02% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $6 762 | 1 214 | 0,02% | Acciones |
| ROYAL BANK OF CANADA | $5 000 | 834 | 0,01% | Acciones |
| NewEdge Advisors, LLC | $4 796 | 811 | 0,01% | Acciones |
| Strategic Investment Solutions, Inc. /IL | $4 432 | 750 | 0,01% | Acciones |
| JPMORGAN CHASE & CO | $4 172 | 684 | 0,01% | Acciones |
| AMERIFLEX GROUP, INC. | $4 013 | 679 | 0,01% | Acciones |
| TD Waterhouse Canada Inc. | $3 469 | 582 | 0,01% | Acciones |
Informantes de la empresa 38 insiders · 19 directivos · 19 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Richard Wilmer | President and CEO | 20 de junio de 2026 F | 503 593 | 1 | 0 | $250 163 |
| Pasquale Romano | President and CEO | 18 de agosto de 2023 M | 4 148 054 | 0 | 0 | $0 |
| Scott K. Mcneill | CEO & CFO | 26 de febrero de 2021 J | 6 763 280 | 0 | 0 | $0 |
| Mansi Khetani | CFO | 23 de junio de 2026 S | 179 348 | 0 | 1 | $-58 205 |
| Rex S Jackson | Chief Financial Officer | 21 de septiembre de 2023 S | 1 973 546 | 0 | 0 | $0 |
| Josh Rosinski | Chief Operating Officer | 30 de julio de 2019 P | 5 000 | 0 | 0 | $0 |
| Natella Fakhradovna Novruzova | CAO | 23 de junio de 2026 S | 29 315 | 0 | 1 | $-15 985 |
| Eric Batill | General Counsel | 23 de junio de 2026 S | 143 631 | 0 | 1 | $-35 500 |
| John David Vice | CRO | 23 de junio de 2026 S | 171 507 | 0 | 1 | $-29 033 |
| Jagdeep Ca Singh | CCXO | 23 de junio de 2026 S | 187 846 | 0 | 1 | $-69 394 |
| Rebecca Chavez | General Counsel and Secretary | 1 de diciembre de 2023 A | 647 846 | 0 | 0 | $0 |
| Henrik Gerdes | Chief Accounting Officer | 18 de octubre de 2023 M | 121 806 | 0 | 0 | $0 |
| Michael D Hughes | Chief Commercial and Revenue Officer | 21 de septiembre de 2023 S | 869 942 | 0 | 0 | $0 |
| Eric Sidle | Chief Technology Officer | 21 de diciembre de 2022 S | 637 070 | 0 | 0 | $0 |
| William J Loewenthal | Chief Product Officer | 21 de diciembre de 2022 S | 432 892 | 0 | 0 | $0 |
| Lawrence Lee | Senior Vice President, Operations and Support | 21 de septiembre de 2022 S | 300 593 | 0 | 0 | $0 |
| Colleen Jansen | Chief Marketing Officer | 21 de septiembre de 2022 S | 586 346 | 0 | 0 | $0 |
| Christopher Burghardt | Managing Director, Europe | 12 de octubre de 2021 M | 610 799 | 0 | 0 | $0 |
| James E. Mutrie | CCO, GC & Secretary | 26 de febrero de 2021 J | 6 763 280 | 0 | 0 | $0 |
| Michael Linse | Consejero | 21 de julio de 2026 A | 48 930 | 0 | 0 | $0 |
| Axel Harries | Consejero | 21 de julio de 2026 A | 46 425 | 0 | 0 | $0 |
| Roxanne Bowman | Consejero | 21 de julio de 2026 A | 63 553 | 0 | 0 | $0 |
| Ekta Singh-Bushell | Consejero | 21 de julio de 2026 A | 45 627 | 0 | 0 | $0 |
| Mitesh Dhruv | Consejero | 21 de julio de 2026 A | 49 812 | 0 | 0 | $0 |
| Susan Heystee | Consejero | 21 de julio de 2026 A | 45 945 | 0 | 0 | $0 |
| Jeffrey Harris | Consejero | 21 de julio de 2026 A | 49 765 | 0 | 0 | $0 |
| Richard G Wagoner JR | Consejero | 21 de julio de 2026 A | 46 462 | 0 | 0 | $0 |
| LESCHLY MARK | Consejero | 21 de julio de 2026 A | 47 761 | 0 | 0 | $0 |
| CHIZEN BRUCE R | Consejero | 21 de julio de 2026 A | 50 879 | 0 | 0 | $0 |
| Elaine L. Chao | Consejero | 18 de julio de 2023 A | 51 759 | 0 | 0 | $0 |
| Neil S Suslak | Consejero | 15 de junio de 2021 X | 3 052 720 | 0 | 0 | $0 |
| Christopher G Carter | Consejero | 26 de febrero de 2021 J | 6 763 280 | 0 | 0 | $0 |
| Scott Gieselman | Consejero | 26 de febrero de 2021 J | 6 763 280 | 0 | 0 | $0 |
| Raymond R Kubis | Consejero | 26 de febrero de 2021 C | 34 985 | 0 | 0 | $0 |
| NGP Switchback, LLC | Propietario del 10% | 26 de febrero de 2021 J | 6 763 280 | 0 | 0 | $0 |
| Sam Stoutner | — | 26 de febrero de 2021 J | 6 763 280 | 0 | 0 | $0 |
| Zane W. Arrott | — | 26 de febrero de 2021 C | 58 985 | 0 | 0 | $0 |
| Joseph B Armes | — | 26 de febrero de 2021 C | 59 985 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 1 tenencia
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 |
|---|---|---|---|---|---|
| Q-GRG VII (CP) Investment Partners, LLC, QEM VII, LLC, S. Wil VanLoh, Jr., Dheeraj Verma ×3 presentaciones | 22 de julio de 2021 | — | 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 14 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% | 80 993 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 77 852 SH | 8 de agosto de 2026 | Diario |
| ZAP · Global X Funds | 0,01% | 10 322 NS | 30 de abril de 2026 | N-PORT |
| CCSO · Tidal Trust II | 0,01% | 800 NS | 30 de abril de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 26 027 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,01% | 221 277 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,00% | 575 272 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,00% | 104 217 NS | 31 de mayo de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 15 000 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 254 727 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 697 191 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 139 611 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 682 SH | 8 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,00% | 26 540 SH | 8 de agosto de 2026 | Diario |