CMRC Commerce.com, Inc. - Series 1 Common Stock
$2,15
Precio · Ago 20, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$2–$6
6% of range
Calificación del Analista
HOLD
14 analysts
Precio Objetivo
$4
+86% upside
P/E (TTM)
-9.0
ROE
-49.5%
Margen de Beneficio Neto
-5.7%
Acerca de Commerce.com, Inc. - Series 1 Common Stock Descripción general de la empresa de Wikipedia
BigCommerce Inc. is a NASDAQ-listed ecommerce platform that provides software as a service services to retailers. The company's platform includes online store creation, search engine optimization, hosting, and marketing and security from small to Enterprise sized businesses.
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BigCommerce Inc. is a NASDAQ-listed ecommerce platform that provides software as a service services to retailers. The company's platform includes online store creation, search engine optimization, hosting, and marketing and security from small to Enterprise sized businesses.
## History
BigCommerce was founded in Sydney, Australia in 2009 by Australians Eddie Machaalani and Mitchell Harper, who met in an online chatroom in 2003. One year after meeting, Machaalani and Harper launched their first company, Interspire, which evolved into BigCommerce. The company opened its first United States office in Austin, Texas in 2009.
The company raised $15 million in Series A funding from General Catalyst in July 2011.
In 2014, the company expanded its presence on the West Coast, opening a San Francisco office and hiring personnel from PayPal and Amazon. In 2015, BigCommerce acquired Zing, a checkout and inventory software startup.
Brent Bellm, the former HomeAway COO who led HomeAway through its IPO, replaced Machaalani and Harper as CEO in 2015.
BigCommerce partnered with Amazon in 2016 to provide its retailers with the capability to sync inventory across both channels.
In 2019, the company opened its ecommerce platforms to legally-operating U.S.-based CBD and hemp merchants.
In July 2020, BigCommerce filed for IPO. The company went public on August 5, 2020.
In October 2024, Travis Hess replaced Brent Bellm as BigCommerce CEO.
In 2025, the company launched its new parent brand, Commerce. The rebranded entity includes BigCommerce, Feedonomics and Makeswift, and operates under Commerce.com.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
CMRC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$2.15
Capitalización Bursátil
$176M
P/E (TTM)
-9.0
BPA (TTM)
$-0.24
Ingresos (TTM)
$342M
Rendimiento div.
—
ROE
-49.5%
Deuda/Capital
—
Rango 52S
$2 – $6
CMRC 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
$342M
2018-12-31
→
2025-12-31
BPA
$-0.24
2020-12-31
→
2025-12-31
Flujo de caja libre
$17M
2024-12-31
→
2025-12-31
Márgenes
-5.7%
2020-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
CMRC
Mediana de Pares
P/E (TTM)
-9.0
0.5
P/S (TTM) (P/V (TTM))
0.5
1.4
P/B (P/C)
4.5
5.1
Price / FCF (Precio / FCF)
10.4
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
CMRC
Mediana de Pares
Gross Margin (Margen Bruto)
78.8%
58.1%
Operating Margin (Margen Operativo)
-4.7%
—
Net Profit Margin (Margen de Beneficio Neto)
-5.7%
-16.4%
ROA
-6.0%
-10.3%
ROE
-49.5%
-48.3%
ROIC
-43.9%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
CMRC
Mediana de Pares
Current Ratio (Ratio corriente)
2.0
5.0
Quick Ratio (Ratio Rápido)
1.8
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
CMRC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
2.8%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
7.0%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
17.6%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
CMRC
Mediana de Pares
CMRC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
14 analistas
- Compra fuerte 2 14,3%
- Compra 5 35,7%
- Mantener 6 42,9%
- Venta 1 7,1%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-18
Mediana
$3.00
Media
$4.00
Ahora
$2.15
Mín
$2.00
Máx
$7.50
Objetivo mediano
$3.00
+39,5%
Objetivo medio
$4.00
+86,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.02%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.08 | $0.04 | 0.04% |
| 31 de marzo de 2026 | $0.13 | $0.10 | 0.03% |
| 31 de diciembre de 2025 | $0.07 | $0.07 | -0.00% |
| 30 de septiembre de 2025 | $0.08 | $0.02 | 0.06% |
| 30 de junio de 2025 | $0.04 | $0.03 | 0.01% |
| 31 de marzo de 2025 | $0.07 | $0.05 | 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 |
|---|---|---|---|---|---|---|
| CMRC | $336M | -17.2 | 2.8% | -5.7% | -49.5% | 78.8% |
| BLZE | — | -10.1 | 14.3% | -17.6% | -31.4% | 60.9% |
| WYFI | $606M | -20.3 | 66.2% | -31.2% | -6.2% | 60.2% |
| RXT | $238M | -1.0 | -1.9% | -8.4% | 19.3% | 18.9% |
| CXDO | $201M | 40.4 | 12.0% | 7.4% | 8.3% | — |
| USDE | — | — | — | — | — | — |
| DTST | — | — | — | — | — | — |
| CSAI | — | -1.5 | 271.4% | -167.0% | -99.7% | 29.4% |
| SNOW | $66.35B | -48.8 | 29.2% | -28.4% | -54.1% | 67.2% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $342M | $333M | $309M | $279M | $220M | $152M | $112M | |
| Cost of Revenue | $73M | $78M | $74M | $70M | $48M | $34M | $27M | |
| Gross Profit | $270M | $255M | $235M | $209M | $171M | $118M | $85M | |
| R&D Expense | $73M | $81M | $83M | $88M | $65M | $48M | $43M | |
| SG&A Expense | $56M | $62M | $59M | $69M | $51M | $36M | $22M | |
| Operating Expenses | $286M | $297M | $308M | $350M | $247M | $157M | $126M | |
| Operating Income | $-16M | $-42M | $-72M | $-141M | $-76M | $-39M | $-41M | |
| Interest Expense | $10M | $6M | $3M | $3M | $828.0K | $3M | $2M | |
| Interest Income | $5M | $11M | $11M | $4M | $130.0K | $31.0K | $245.0K | |
| Other Non-op | $-681.0K | $-958.0K | $-836.0K | $-227.0K | $-70.0K | $-179.0K | $-208.0K | |
| Pretax Income | $-18M | $-26M | $-65M | $-139M | $-77M | $-38M | $-43M | |
| Income Tax | $1M | $1M | $0 | $495.0K | $-34.0K | $25.0K | $28.0K | |
| Net Income | $-19M | $-27M | $-65M | $-140M | $-77M | $-38M | $-43M | |
| EPS (Basic) | $-0.24 | $-0.35 | $-0.86 | $-1.91 | $-1.08 | $-0.99 | · | |
| EPS (Diluted) | $-0.24 | $-0.35 | $-0.86 | $-1.91 | $-1.08 | $-0.99 | · | |
| Shares (Basic) | 80,296,000 | 77,600,000 | 75,143,000 | 73,226,000 | 70,933,000 | 39,092,000 | · | |
| Shares (Diluted) | 80,296,000 | 77,600,000 | 75,143,000 | 73,226,000 | 70,933,000 | 39,092,000 | · | |
| EBITDA | $-12M | $-38M | $-68M | $-137M | $-73M | $-36M | · |
Balance general 25
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $44M | $89M | $72M | $92M | $298M | $219M | $8M | |
| Short-term Investments | $97M | $89M | $198M | $212M | $102M | · | $0 | |
| Receivables | $50M | $48M | $38M | $35M | $40M | $23M | $16M | |
| Prepaid Expense | $15M | $15M | $25M | $28M | $10M | $8M | $5M | |
| Current Assets | $214M | $251M | $342M | $374M | $455M | $254M | $32M | |
| PP&E (Net) | $14M | $9M | $10M | $9M | $7M | $7M | $8M | |
| PP&E (Gross) | $20M | $18M | $30M | $25M | $20M | $21M | $19M | |
| Accum. Depreciation | $6M | $9M | $20M | $16M | $13M | $13M | $10M | |
| Goodwill | $52M | $52M | $52M | $50M | $42M | · | · | |
| Intangibles | $11M | $17M | $27M | $28M | $35M | · | · | |
| Total Assets | $309M | $340M | $444M | $474M | $555M | $277M | $56M | |
| Accounts Payable | $10M | $7M | $8M | $7M | $8M | $6M | $4M | |
| Accrued Liabilities | $5M | $3M | $3M | $3M | $3M | $3M | $6M | |
| Current Liabilities | $108M | $88M | $71M | $79M | $63M | $46M | $34M | |
| Capital Leases | $7M | $2M | $8M | $10M | $10M | $13M | $16M | |
| Other Non-current Liabilities | $1M | $768.0K | $551.0K | $2M | $7M | · | · | |
| Total Liabilities | $269M | $307M | $419M | $428M | $417M | $60M | $90M | |
| Long-term Debt | $157M | $216M | $339M | $337M | · | · | $41M | |
| Total Debt | · | · | $340M | $337M | $336M | · | · | |
| Common Stock | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $2.0K | |
| Retained Earnings | $-641M | $-622M | $-595M | $-530M | $-390M | $-313M | $-275M | |
| AOCI | $224.0K | $145.0K | $163.0K | $-1M | $-191.0K | · | · | |
| Stockholders' Equity | $39M | $33M | $26M | $46M | $138M | $217M | $-257M | |
| Liabilities + Equity | $309M | $340M | $444M | $474M | $555M | $277M | $56M | |
| Shares Outstanding | 81,649,000 | 78,573,000 | 76,410,000 | 73,945,000 | · | · | · |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $4M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $24M | $35M | $41M | $42M | $25M | $11M | $3M | |
| Deferred Tax | $249.0K | $-247.0K | $495.0K | $207.0K | $179.0K | · | $0 | |
| Amort. of Intangibles | $8M | $10M | $8M | $8M | $3M | $0 | $0 | |
| Restructuring | $11M | $14M | $6M | $7M | · | · | · | |
| Other Non-cash | $17M | $14M | $-4M | $5M | $8M | $-3M | · | |
| Operating Cash Flow | $25M | $26M | $-24M | $-89M | $-40M | $-27M | $-40M | |
| CapEx | $9M | $4M | $4M | $5M | · | · | · | |
| Investing Cash Flow | $-17M | $105M | $3M | $-117M | $-187M | $-2M | $18M | |
| Dividends Paid | · | · | · | · | · | $13M | · | |
| Financing Cash Flow | $-53M | $-114M | $1M | $209.0K | $305M | $240M | $17M | |
| Net Change in Cash | $-44M | $18M | $-20M | $-206M | $78M | $211M | $-5M | |
| Taxes Paid | $775.0K | $381.0K | $583.0K | · | · | · | · | |
| Free Cash Flow | $17M | $23M | · | · | · | · | · | |
| Levered FCF | $6M | · | · | · | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 78.8% | 76.7% | 76.0% | 74.9% | 78.0% | 77.6% | · | |
| Operating Margin | -4.7% | -12.5% | -23.4% | -50.4% | -34.5% | -25.4% | · | |
| Net Margin | -5.7% | -8.1% | -20.9% | -50.1% | -34.9% | -24.6% | · | |
| Pretax Margin | -5.3% | -7.8% | -20.9% | -50.0% | -34.9% | -24.6% | · | |
| EBITDA Margin | -3.6% | -11.3% | -22.1% | -49.2% | -33.3% | -23.4% | · | |
| ROA | -6.0% | -6.9% | -14.1% | -27.2% | -18.4% | -22.6% | · | |
| ROE | -49.5% | -86.7% | -284.8% | -252.6% | -51.2% | -20.0% | · | |
| ROIC | -43.9% | -129.8% | -19.8% | -36.8% | -16.0% | -17.9% | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 2.9 | 4.8 | 4.8 | 7.2 | 5.5 | · | |
| Quick Ratio | 1.8 | 2.6 | 4.4 | 4.5 | 7.0 | 5.3 | · | |
| Debt / Equity | · | · | 13.3 | 7.4 | 2.4 | · | · | |
| LT Debt / Equity | · | · | 13.3 | 7.4 | 2.4 | · | · | |
| Interest Coverage | -1.6 | · | -25.1 | -49.7 | -91.7 | -12.5 | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 0.8 | 0.7 | 0.5 | 0.5 | 0.9 | · | |
| Receivables Turnover | 7.0 | 7.8 | 8.5 | 6.1 | 7.0 | 7.9 | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.8% | 7.6% | 10.9% | 26.9% | 44.3% | · | · | |
| Revenue CAGR 3Y | 7.0% | 14.8% | 26.6% | · | · | · | · | |
| Revenue CAGR 5Y | 17.6% | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $342M | $333M | $309M | $279M | $220M | $152M | · | |
| Net Income TTM | $-19M | $-27M | $-65M | $-140M | $-77M | $-38M | · | |
| Market Cap | $336M | $481M | $743M | · | · | · | · | |
| Enterprise Value | · | · | $813M | · | · | · | · | |
| P/E | -17.2 | -17.5 | -11.3 | -4.6 | -32.8 | -64.8 | · | |
| P/S | 1.0 | 1.4 | 2.4 | · | · | · | · | |
| P/B | 8.5 | 14.4 | 29.1 | · | · | · | · | |
| P / Cash Flow | 13.2 | 18.3 | -30.7 | · | · | · | · | |
| P / FCF | 19.9 | 21.3 | · | · | · | · | · | |
| EV / EBITDA | · | · | -11.9 | · | · | · | · | |
| EV / Revenue | · | · | 2.6 | · | · | · | · | |
| Earnings Yield | -5.8% | -5.7% | -8.8% | -21.9% | -3.0% | -1.5% | · | |
| Payout Ratio | · | · | · | · | · | -34.1% | · | |
| Annual Payout | · | · | · | · | · | $13M | · |
Estado de resultados 18
| 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 | $85M | $87M | $90M | $86M | $84M | $82M | $87M | $84M | $82M | $80M | $84M | $78M | $75M | $72M | $72M | $72M | |
| Cost of Revenue | $21M | $20M | $19M | $19M | $18M | $17M | $19M | $20M | $20M | $18M | $19M | $19M | $19M | $17M | $18M | $18M | |
| Gross Profit | $64M | $67M | $70M | $67M | $67M | $65M | $68M | $64M | $62M | $62M | $65M | $59M | $57M | $54M | $54M | $55M | |
| R&D Expense | $18M | $18M | $18M | $17M | $18M | $19M | $20M | $21M | $20M | $20M | $20M | $22M | $21M | $21M | $23M | $22M | |
| SG&A Expense | $14M | $14M | $14M | $12M | $16M | $14M | $15M | $16M | $15M | $15M | $14M | $14M | $14M | $16M | $17M | $19M | |
| Operating Expenses | $61M | $61M | $77M | $68M | $73M | $68M | $68M | $83M | $76M | $70M | $71M | $81M | $78M | $78M | $89M | $85M | |
| Operating Income | $3M | $6M | $-7M | $-435.0K | $-7M | $-2M | $-751.0K | $-19M | $-13M | $-8M | $-6M | $-22M | $-21M | $-24M | $-35M | $-31M | |
| Interest Expense | $2M | $2M | $2M | $2M | $3M | $3M | $3M | $2M | $720.0K | $720.0K | $719.0K | $721.0K | $722.0K | $722.0K | · | $706.0K | |
| Interest Income | $1M | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $3M | $3M | $3M | $3M | $3M | $2M | $2M | $1M | |
| Other Non-op | $-139.0K | $-274.0K | $-249.0K | $-302.0K | $-23.0K | $-107.0K | $-373.0K | $-142.0K | $-111.0K | $-332.0K | $-503.0K | $-301.0K | $-63.0K | $31.0K | $602.0K | $-376.0K | |
| Pretax Income | $1M | $4M | $-8M | $-2M | $-8M | $171.0K | $-2M | $-7M | $-11M | $-6M | $-4M | $-20M | $-19M | $-22M | $-33M | $-30M | |
| Income Tax | $204.0K | $452.0K | $209.0K | $212.0K | $221.0K | $524.0K | $324.0K | $269.0K | $132.0K | $290.0K | $-552.0K | $145.0K | $210.0K | $197.0K | $254.0K | $86.0K | |
| Net Income | $1M | $4M | $-8M | $-2M | $-8M | $-353.0K | $-2M | $-7M | $-11M | $-6M | $-3M | $-20M | $-19M | $-22M | $-33M | $-30M | |
| EPS (Basic) | $0.01 | $0.05 | $-0.11 | $-0.03 | $-0.10 | $0.00 | $-0.03 | $-0.09 | $-0.15 | $-0.08 | $-0.04 | $-0.27 | $-0.25 | $-0.30 | $-0.45 | $-0.41 | |
| EPS (Diluted) | $0.01 | $0.05 | $-0.11 | $-0.03 | $-0.10 | $0.00 | $-0.03 | $-0.09 | $-0.15 | $-0.08 | $-0.04 | $-0.27 | $-0.25 | $-0.30 | $-0.45 | $-0.41 | |
| Shares (Basic) | 82,627,000 | 82,044,000 | -159,417,000 | 80,756,000 | 80,122,000 | 78,835,000 | -154,351,000 | 77,869,000 | 77,456,000 | 76,626,000 | -149,176,000 | 75,387,000 | 74,790,000 | 74,142,000 | -145,842,000 | 73,508,000 | |
| Shares (Diluted) | 82,790,000 | 82,319,000 | -159,417,000 | 80,756,000 | 80,122,000 | 78,835,000 | -154,351,000 | 77,869,000 | 77,456,000 | 76,626,000 | -149,176,000 | 75,387,000 | 74,790,000 | 74,142,000 | -145,842,000 | 73,508,000 | |
| EBITDA | $3M | $6M | · | $-435.0K | $-7M | $-2M | · | $-19M | $-13M | $-8M | · | $-22M | $-21M | $-24M | · | $-31M |
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 | $57M | $57M | $44M | $50M | $46M | $52M | $89M | $35M | $133M | $61M | · | $70M | $75M | $61M | · | $101M | |
| Short-term Investments | $99M | $98M | $97M | $92M | $88M | $69M | $89M | $133M | $143M | $204M | · | $196M | $223M | $221M | · | $206M | |
| Receivables | $52M | $50M | $50M | $48M | $52M | $44M | $48M | $43M | $45M | $39M | · | $52M | $52M | $59M | · | $48M | |
| Prepaid Expense | $16M | $18M | $15M | $18M | $15M | $19M | $15M | $21M | $25M | $29M | · | $16M | $13M | $14M | · | $14M | |
| Current Assets | $230M | $230M | $214M | $216M | $210M | $193M | $251M | $243M | $356M | $344M | · | $342M | $371M | $363M | · | $376M | |
| PP&E (Net) | $19M | $16M | $14M | $11M | $9M | $8M | $9M | $9M | $10M | $10M | · | $11M | $10M | $10M | · | $9M | |
| PP&E (Gross) | · | · | $20M | · | · | · | $18M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $6M | · | · | · | $9M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | $52M | · | $50M | $50M | $50M | · | $50M | |
| Intangibles | $8M | $10M | $11M | $13M | $15M | $17M | $17M | $20M | $22M | $25M | · | $21M | $24M | $26M | · | $29M | |
| Total Assets | $325M | $324M | $309M | $309M | $303M | $286M | $340M | $335M | $453M | $442M | · | $436M | $468M | $462M | · | $481M | |
| Accounts Payable | $9M | $9M | $10M | $10M | $9M | $8M | $7M | $8M | $7M | $7M | · | $6M | $6M | $8M | · | $7M | |
| Accrued Liabilities | $3M | $5M | $5M | $4M | $3M | $3M | $3M | $3M | $4M | $3M | · | $3M | $4M | $4M | · | $3M | |
| Current Liabilities | $113M | $116M | $108M | $101M | $98M | $82M | $88M | $87M | $79M | $68M | · | $67M | $92M | $77M | · | $66M | |
| Capital Leases | $6M | $7M | $7M | $7M | $7M | $7M | $2M | $2M | $6M | $7M | · | $8M | $9M | $9M | · | $11M | |
| Other Non-current Liabilities | $1M | $2M | $1M | $1M | $1M | $1M | $768.0K | $751.0K | $703.0K | $625.0K | · | $756.0K | $639.0K | $478.0K | · | $619.0K | |
| Total Liabilities | $273M | $277M | $269M | $267M | $264M | $248M | $307M | $306M | $426M | $416M | · | $416M | $441M | $427M | · | $416M | |
| Long-term Debt | $157M | $157M | $157M | $157M | $158M | $158M | $216M | · | $341M | $341M | · | $340M | $339M | · | · | · | |
| Total Debt | · | · | · | · | · | · | · | · | $340M | $340M | · | $339M | $339M | $338M | · | $337M | |
| Common Stock | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | $7.0K | · | $7.0K | $7.0K | $7.0K | · | $7.0K | |
| Retained Earnings | $-636M | $-637M | $-641M | $-633M | $-630M | $-622M | $-622M | $-619M | $-612M | $-601M | · | $-591M | $-571M | $-552M | · | $-497M | |
| AOCI | $-130.0K | $-14.0K | $224.0K | $209.0K | $114.0K | $124.0K | $145.0K | $380.0K | $-177.0K | $-96.0K | · | $-417.0K | $-572.0K | $-482.0K | · | $-2M | |
| Stockholders' Equity | $52M | $47M | $39M | $43M | $39M | $38M | $33M | $29M | $26M | $27M | $26M | $20M | $27M | $34M | $46M | $65M | |
| Liabilities + Equity | $325M | $324M | $309M | $309M | $303M | $286M | $340M | $335M | $453M | $442M | · | $436M | $468M | $462M | · | $481M | |
| Shares Outstanding | · | · | 81,649,000 | · | · | · | 78,573,000 | · | · | · | · | 76,082,000 | · | · | · | · |
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 | $3M | $3M | $3M | $3M | $4M | $4M | $3M | $3M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $4M | $4M | $5M | $6M | $7M | $5M | $7M | $10M | $10M | $8M | $8M | $12M | $11M | $10M | $12M | $11M | |
| Amort. of Intangibles | $1M | $2M | $2M | $2M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Restructuring | $5.0K | $910.0K | · | · | $2M | $2M | · | · | $3M | · | · | · | $0 | $420.0K | · | · | |
| Operating Cash Flow | $5M | $18M | $980.0K | $11M | $14M | $401.0K | $12M | $6M | $12M | $-3M | $13M | $-31M | $15M | $-21M | $-3M | $-51M | |
| CapEx | $5M | $4M | $3M | $3M | $2M | $825.0K | $787.0K | $1M | $1M | $806.0K | · | · | · | · | · | · | |
| Investing Cash Flow | $-6M | $-5M | $-6M | $-7M | $-21M | $17M | $43M | $9M | $60M | $-7M | $-11M | $26M | $-3M | $-10M | $-6M | $-69M | |
| Financing Cash Flow | $-154.0K | $-54.0K | $61.0K | $-110.0K | $2M | $-55M | $-2M | $-112M | $134.0K | $-485.0K | $-139.0K | $285.0K | $1M | $-330.0K | $145.0K | $172.0K | |
| Net Change in Cash | $-762.0K | $13M | $-5M | $4M | $-6M | $-37M | $53M | $-97M | $72M | $-11M | $2M | $-5M | $13M | $-31M | $-9M | $-120M | |
| Free Cash Flow | $50.0K | $14M | · | $8M | $12M | $-424.0K | · | · | · | · | · | · | · | · | · | · | |
| Levered FCF | $-2M | $12M | · | $5M | $9M | $5M | · | · | · | · | · | · | · | · | · | · |
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 | 75.2% | 76.8% | · | 78.4% | 79.0% | 79.4% | · | 76.3% | 75.8% | 77.0% | · | 75.6% | 75.1% | 75.7% | · | 75.8% | |
| Operating Margin | 3.2% | 6.6% | · | -0.51% | -8.0% | -2.9% | · | -23.0% | -16.5% | -10.2% | · | -28.4% | -27.7% | -33.0% | · | -42.2% | |
| Net Margin | 1.3% | 4.3% | · | -2.6% | -9.9% | -0.43% | · | -8.3% | -13.8% | -8.0% | · | -26.0% | -25.3% | -30.8% | · | -41.9% | |
| Pretax Margin | 1.6% | 4.8% | · | -2.4% | -9.7% | 0.21% | · | -8.0% | -13.6% | -7.6% | · | -25.8% | -25.0% | -30.6% | · | -41.7% | |
| EBITDA Margin | 3.2% | 6.6% | · | -0.51% | -8.0% | -2.9% | · | -23.0% | -16.5% | -10.2% | · | -28.4% | -27.7% | -33.0% | · | -42.2% | |
| ROA | 0.35% | 1.2% | · | -0.70% | -2.2% | -0.10% | · | -1.8% | -2.5% | -1.4% | · | -4.4% | -3.8% | -4.4% | · | -5.8% | |
| ROE | 2.4% | 8.8% | · | -6.2% | -25.8% | -1.1% | · | -28.6% | -42.4% | -20.8% | · | -47.8% | -34.1% | -30.6% | · | -26.8% | |
| ROIC | 4.4% | 11.0% | · | -1.1% | -18.0% | 13.1% | · | -69.0% | -3.7% | -2.4% | · | -6.2% | -5.8% | -6.4% | · | -7.6% |
Liquidez y Solvencia 5
| 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 | 2.0 | · | 2.1 | 2.1 | 2.3 | · | 2.8 | 4.5 | 5.1 | · | 5.1 | 4.1 | 4.7 | · | 5.7 | |
| Quick Ratio | 1.8 | 1.8 | · | 1.9 | 1.9 | 2.0 | · | 2.4 | 4.1 | 4.5 | · | 4.7 | 3.8 | 4.4 | · | 5.3 | |
| Debt / Equity | · | · | · | · | · | · | · | · | 13.0 | 12.6 | · | 17.1 | 12.6 | 9.8 | · | 5.2 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | 13.0 | 12.6 | · | 17.1 | 12.6 | 9.8 | · | 5.2 | |
| Interest Coverage | 1.1 | 2.3 | · | -0.2 | -2.7 | -0.9 | · | -10.1 | -18.7 | -11.4 | · | -30.8 | -28.9 | -32.8 | · | -43.3 |
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 | 0.3 | 0.3 | · | 0.3 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.6 | 1.9 | · | 1.9 | 1.7 | 2.0 | · | 1.8 | 1.7 | 1.6 | · | 1.6 | 1.5 | 1.4 | · | 1.8 |
Valoración (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $342M | $340M | · | $337M | $332M | $328M | · | $324M | $316M | $306M | · | $298M | $288M | $278M | · | $266M | |
| Net Income TTM | $-6M | $-7M | · | $-18M | $-27M | $-25M | · | $-45M | $-57M | $-68M | · | $-92M | $-111M | $-129M | · | $-129M | |
| Market Cap | · | · | · | · | · | · | · | · | · | · | · | $751M | · | · | · | · | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | $825M | · | · | · | · | |
| P/E | -42.3 | -33.4 | · | -22.7 | -14.7 | -18.0 | · | -9.9 | -10.7 | -7.7 | · | -8.0 | -6.6 | -5.1 | · | -8.4 | |
| P/S | · | · | · | · | · | · | · | · | · | · | · | 2.5 | · | · | · | · | |
| P/B | · | · | · | · | · | · | · | · | · | · | · | 37.8 | · | · | · | · | |
| P / Cash Flow | · | · | · | · | · | · | · | · | · | · | · | -23.9 | · | · | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | · | -37.2 | · | · | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | 2.8 | · | · | · | · | |
| Earnings Yield | -2.4% | -3.0% | · | -4.4% | -6.8% | -5.6% | · | -10.1% | -9.3% | -13.1% | · | -12.5% | -15.1% | -19.7% | · | -11.9% |
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 | $342M | $333M | $309M | $279M | $220M |
| Margen Bruto % | 78.8% | 76.7% | 76.0% | 74.9% | 78.0% |
| Margen Operativo % | -4.7% | -12.5% | -23.4% | -50.4% | -34.5% |
| Beneficio neto | $-19M | $-27M | $-65M | $-140M | $-77M |
| EPS Diluido | $-0.24 | $-0.35 | $-0.86 | $-1.91 | $-1.08 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | — | 13.3 | 7.4 | 2.4 |
| Ratio corriente | 2.0 | 2.9 | 4.8 | 4.8 | 7.2 |
| Ratio Rápido | 1.8 | 2.6 | 4.4 | 4.5 | 7.0 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $17M | $23M | — | — | — |
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Propietarios institucionales (13F) 167 declarantes · $137.4M 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 (-5 vs trimestre anterior) | 15 (-28 vs trimestre anterior) | 63 (+12 vs trimestre anterior) | 42 (-3 vs trimestre anterior) | +745K |
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 |
|---|---|---|---|---|
| Lynrock Lake LP | $27 429 331 | 9 266 666 | 19,96% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $13 983 750 | 4 724 240 | 10,18% | Acciones |
| Divisar Capital Management LLC | $9 302 821 | 3 142 845 | 6,77% | Acciones |
| Pale Fire Capital SE | $9 042 474 | 3 054 890 | 6,58% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $8 996 334 | 3 039 302 | 6,55% | Acciones |
| AMERIPRISE FINANCIAL INC | $5 712 554 | 1 929 917 | 4,16% | Acciones |
| S SQUARED TECHNOLOGY, LLC | $4 733 460 | 1 599 142 | 3,44% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $4 718 482 | 1 593 668 | 3,43% | Acciones |
| STATE STREET CORP | $4 254 381 | 1 437 291 | 3,10% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $4 072 510 | 1 375 848 | 2,96% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $3 663 888 | 1 237 800 | 2,67% | Acciones |
| MONIMUS CAPITAL MANAGEMENT, LP | $3 159 294 | 1 067 329 | 2,30% | Acciones |
| HERALD INVESTMENT MANAGEMENT Ltd | $3 137 600 | 1 060 000 | 2,28% | Acciones |
| COMMERCE BANK | $2 960 000 | 1 000 000 | 2,15% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $2 440 440 | 824 473 | 1,78% | Acciones |
| VANGUARD GROUP INC | $1 923 480 | 466 864 | 1,40% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 772 552 | 598 835 | 1,29% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 687 268 | 570 023 | 1,23% | Acciones |
| Potrero Capital Research LLC | $1 664 775 | 562 424 | 1,21% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 495 872 | 505 362 | 1,09% | Acciones |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | $1 346 800 | 455 000 | 0,98% | Acciones |
| Man Group plc | $1 259 989 | 425 672 | 0,92% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1 166 933 | 394 234 | 0,85% | Acciones |
| FMR LLC | $1 042 003 | 352 028 | 0,76% | Acciones |
| GGV Capital LLC | $916 293 | 149 721 | 0,67% | Acciones |
| MORGAN STANLEY | $872 786 | 294 860 | 0,64% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $818 473 | 276 511 | 0,60% | Acciones |
| Vanguard Global Advisers, LLC | $805 375 | 272 086 | 0,59% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $769 600 | 260 000 | 0,56% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $701 333 | 236 937 | 0,51% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $681 247 | 230 151 | 0,50% | Acciones |
| IEQ CAPITAL, LLC | $591 354 | 199 782 | 0,43% | Acciones |
| Chico Wealth RIA | $540 440 | 182 581 | 0,39% | Acciones |
| TWO SIGMA ADVISERS, LP | $529 008 | 128 400 | 0,38% | Acciones |
| D. E. Shaw & Co., Inc. | $501 569 | 169 449 | 0,37% | Acciones |
| Qube Research & Technologies Ltd | $501 545 | 169 441 | 0,36% | Acciones |
| NOTABLE CAPITAL MANAGEMENT, L.L.C. | $443 174 | 149 721 | 0,32% | Acciones |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $355 200 | 120 000 | 0,26% | Acciones |
| Bank of New York Mellon Corp | $330 351 | 111 605 | 0,24% | Acciones |
| BANK OF AMERICA CORP /DE/ | $306 603 | 103 582 | 0,22% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $287 986 | 107 860 | 0,21% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $282 144 | 95 319 | 0,21% | Acciones |
| RHUMBLINE ADVISERS | $247 128 | 83 493 | 0,18% | Acciones |
| Mariner, LLC | $240 005 | 81 072 | 0,17% | Acciones |
| Corient Private Wealth LP | $230 472 | 77 862 | 0,17% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $218 714 | 73 890 | 0,16% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $217 291 | 73 409 | 0,16% | Acciones |
| WELLS FARGO & COMPANY/MN | $205 901 | 69 561 | 0,15% | Acciones |
| Atom Investors LP | $184 888 | 62 462 | 0,13% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $183 854 | 62 113 | 0,13% | Acciones |
| Centiva Capital, LP | $182 691 | 61 720 | 0,13% | Acciones |
| CWM, LLC | $181 627 | 68 025 | 0,13% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $165 738 | 53 121 | 0,12% | Acciones |
| Creative Planning | $163 134 | 55 113 | 0,12% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $153 654 | 51 910 | 0,11% | Acciones |
| UBS Group AG | $145 490 | 49 152 | 0,11% | Acciones |
| BlackRock, Inc. | $135 266 | 45 698 | 0,10% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $128 612 | 43 450 | 0,09% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $123 485 | 41 718 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $120 244 | 40 623 | 0,09% | Acciones |
| JANE STREET GROUP, LLC | $120 176 | 40 600 | 0,09% | Opción de compra |
| Nuveen, LLC | $110 177 | 37 222 | 0,08% | Acciones |
| CITIGROUP INC | $103 106 | 34 833 | 0,08% | Acciones |
| NewEdge Advisors, LLC | $100 932 | 34 099 | 0,07% | Acciones |
| JPMORGAN CHASE & CO | $95 554 | 31 536 | 0,07% | Acciones |
| PRUDENTIAL FINANCIAL INC | $79 668 | 26 915 | 0,06% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $77 508 | 26 185 | 0,06% | Acciones |
| Invesco Ltd. | $77 286 | 26 110 | 0,06% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $75 814 | 25 613 | 0,06% | Acciones |
| Graham Capital Management, L.P. | $69 376 | 23 438 | 0,05% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $69 113 | 23 349 | 0,05% | Acciones |
| R Squared Ltd | $66 417 | 22 438 | 0,05% | Acciones |
| Russell Investments Group, Ltd. | $63 693 | 21 518 | 0,05% | Acciones |
| Cerity Partners LLC | $62 909 | 21 253 | 0,05% | Acciones |
| FRANKLIN RESOURCES INC | $62 545 | 21 130 | 0,05% | Acciones |
| Abel Hall, LLC | $61 737 | 20 857 | 0,04% | Acciones |
| BRIGHTON JONES LLC | $59 177 | 19 992 | 0,04% | Acciones |
| Arax Advisory Partners | $59 002 | 19 933 | 0,04% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $58 664 | 19 819 | 0,04% | Acciones |
| ROYCE & ASSOCIATES LP | $55 917 | 18 891 | 0,04% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $55 577 | 18 776 | 0,04% | Acciones |
| Crawford Fund Management, LLC | $55 056 | 18 600 | 0,04% | Opción de venta |
| SIMPLEX TRADING, LLC | $53 274 | 17 998 | 0,04% | Acciones |
| Point72 Asset Management, L.P. | $52 345 | 17 684 | 0,04% | Acciones |
| COMMONWEALTH EQUITY SERVICES, LLC | $52 280 | 17 661 | 0,04% | Acciones |
| Comprehensive Financial Management LLC | $51 800 | 17 500 | 0,04% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $51 800 | 17 500 | 0,04% | Opción de compra |
| INTECH INVESTMENT MANAGEMENT LLC | $48 778 | 16 479 | 0,04% | Acciones |
| CITADEL ADVISORS LLC | $48 503 | 16 386 | 0,04% | Acciones |
| Amundi | $48 292 | 16 315 | 0,04% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $47 579 | 16 074 | 0,03% | Acciones |
| PRELUDE CAPITAL MANAGEMENT, LLC | $46 605 | 15 745 | 0,03% | Acciones |
| IHT Wealth Management, LLC | $44 400 | 15 000 | 0,03% | Acciones |
| BANK OF MONTREAL /CAN/ | $44 101 | 14 899 | 0,03% | Acciones |
| CITADEL ADVISORS LLC | $42 032 | 14 200 | 0,03% | Opción de venta |
| Focus Partners Wealth | $41 349 | 13 969 | 0,03% | Acciones |
| WINTON GROUP Ltd | $40 552 | 13 700 | 0,03% | Acciones |
| CITADEL ADVISORS LLC | $39 960 | 13 500 | 0,03% | Opción de compra |
| Williams & Novak, LLC | $37 592 | 12 700 | 0,03% | Acciones |
| Caitong International Asset Management Co., Ltd | $35 863 | 12 116 | 0,03% | Acciones |
Informantes de la empresa 20 insiders · 10 directivos · 4 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Brent Bellm | President & CEO; Chairman | 17 de noviembre de 2020 S | 1 627 934 | 0 | 0 | $0 |
| Daniel Lentz | CFO & COO | 1 de julio de 2026 S | 475 262 | 0 | 2 | $-24 465 |
| Robert Alvarez | Chief Financial Officer | 17 de noviembre de 2020 S | 59 240 | 0 | 0 | $0 |
| Christopher Travis Hess | Chief Exec Officer | 3 de junio de 2026 F | 886 919 | 0 | 0 | $0 |
| Charles D Cassidy | General Counsel and Secretary | 2 de junio de 2026 F | 165 730 | 0 | 0 | $0 |
| Jimmy Duvall | Chief Product Officer | 17 de noviembre de 2020 M | 0 | 0 | 0 | $0 |
| Jeff Mengoli | Chief Legal Officer &Secretary | 17 de noviembre de 2020 S | 88 524 | 0 | 0 | $0 |
| Marc Ostryniec | Chief Sales Officer | 17 de noviembre de 2020 S | 56 458 | 0 | 0 | $0 |
| Paul Vaillancourt | Chief Services Officer | 17 de noviembre de 2020 S | 237 777 | 0 | 0 | $0 |
| Lisa Pearson | Chief Marketing Officer | 17 de noviembre de 2020 S | 56 488 | 0 | 0 | $0 |
| Lawrence S Bohn | Consejero | 3 de junio de 2025 S | 0 | 0 | 0 | $0 |
| Steven Joseph Murray | Consejero | 9 de marzo de 2021 S | 4 168 738 | 0 | 0 | $0 |
| Wadhi Machaalani | Propietario del 10% | 7 de agosto de 2020 S | 5 459 675 | 0 | 0 | $0 |
| Mitchell Harper | Propietario del 10% | 7 de agosto de 2020 S | 4 964 675 | 0 | 0 | $0 |
| Sarah Gilligan | — | 13 de agosto de 2026 A | 191 314 | 0 | 0 | $0 |
| Anil Kamath | — | 13 de agosto de 2026 A | 151 463 | 0 | 0 | $0 |
| Donald E Clarke | — | 13 de agosto de 2026 A | 209 339 | 0 | 0 | $0 |
| Ellen F Siminoff | — | 17 de febrero de 2026 P | 353 333 | 1 | 0 | $294 000 |
| Russell Scott Klein | — | 17 de noviembre de 2020 S | 244 348 | 0 | 0 | $0 |
| Brian Singh Dhatt | — | 17 de noviembre de 2020 M | 61 624 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 24 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 |
|---|---|---|---|---|
| EBIZ · Global X Funds | 0,25% | 26 108 NS | 30 de abril de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,15% | 418 829 SH | 19 de agosto de 2026 | Diario |
| PSC · Principal Exchange-Traded Funds | 0,05% | 390 968 NS | 30 de junio de 2026 | N-PORT |
| IWC · iShares Trust | 0,04% | 260 402 SH | 19 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,03% | 84 044 NS | 31 de mayo de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 435 252 SH | 19 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 81 970 SH | 19 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,01% | 699 019 SH | 19 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 73 890 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 113 298 SH | 19 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 28 952 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 3 144 NS | 31 de mayo de 2026 | N-PORT |
| IWM · iShares Trust | 0,00% | 1 902 552 SH | 19 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,00% | 323 695 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 2 458 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 2 485 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 2 560 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 62 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 118 618 SH | 19 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 20 309 SH | 19 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 794 780 SH | 19 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2 174 813 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 3 950 SH | 19 de agosto de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,00% | 1 766 906 SH | 19 de agosto de 2026 | Diario |