DDOG Datadog, Inc. - Class A Common Stock
$249,37
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$98–$293
78% of range
Calificación del Analista
BUY
56 analysts
Precio Objetivo
$285
+14% upside
P/E (TTM)
812.0
ROE
3.1%
Margen de Beneficio Neto
3.1%
Acerca de Datadog, Inc. - Class A Common Stock Descripción general de la empresa de Wikipedia
Datadog es un servicio de monitorización para aplicaciones en la nube, que proporciona monitorización de servidores, bases de datos, herramientas y servicios, a través de una plataforma de análisis de datos basada en "software como servicio".
Leer más
Datadog es un servicio de monitorización para aplicaciones en la nube, que proporciona monitorización de servidores, bases de datos, herramientas y servicios, a través de una plataforma de análisis de datos basada en "software como servicio".
Empresa
Historia
Datadog fue fundada en 2010 por los ingenieros franceses Olivier Pomel y Alexis Lê-Quôc, quienes se conocieron mientras trabajaban en la empresa Wireless Generation. Después que esta empresa fuera adquirida por la empresa Newscorp, ambos se decidieron a crear un producto que pudiera reducir la fricción que ellos experimentaron como desarrolladores de software para con los equipos de administración, quienes trabajaban juntos en propósitos comunes.
Construyeron Datadog para ser un servicio de monitorización de infraestructura en la nube, con un panel de control, alertas y visualizaciones de métricas. A medida que aumentaba la adopción de la nube, Datadog creció rápidamente y expandió su oferta de productos para cubrir proveedores de servicios como Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform, Red Hat OpenShift y OpenStack.
En 2015, Datadog anunció la adquisición de Mortar Data, incorporando a su equipo y agregando sus capacidades de datos y análisis a la plataforma de Datadog. Ese año, Datadog también abrió una oficina de investigación y desarrollo en París, poniendo sus recursos para desarrollar nuevas tecnologías y servicios para sus clientes.
En 2016, Datadog trasladó su sede de la ciudad de Nueva York a un piso completo del New York Times Building para respaldar a su creciente equipo, que se duplicó a lo largo del año. Datadog anunció el lanzamiento de la versión beta de Application Performance Monitoring en 2016, ofreciendo por primera vez una solución de monitorización completa. A partir de 2017, la compañía cuenta con cerca de 300 empleados, la mayoría de los cuales se encuentran en los EE. UU. (con oficinas en Manhattan, Boston y Baltimore) y una nueva planta de investigación y desarrollo en París.
En 2017, Datadog adquirió el Logmatic.io, con sede en París, un servicio independiente de la plataforma para consultar y visualizar registros para monitorear y solucionar problemas de servicios en línea.
Financiamiento
A partir de 2017, Datadog ha recaudado cinco rondas de financiamiento, por un total de US$ 147,9 millones. En 2010, Datadog se lanzó con una ronda de capitales semillas, con la participación de NYC Seed, Contour Venture Partners, IA Ventures, Jerry Neumann y Alex Payne, entre otros. En 2012, recaudó una ronda Serie A de $ 6.2M codirigida por Index Ventures y RTP Ventures. En 2014, Datadog recaudó una ronda Serie B de US$ 15 millones liderada por OpenView Venture Partners, seguida de una ronda Serie C de US$ 31 millones liderada por Index Ventures en 2015. Datadog abrió el 2016 con una ronda Serie D de $ 94.5M liderada por ICONIQ Capital, una de las mayores rondas de financiamiento para una compañía de la Ciudad de Nueva York durante ese año.
Recepción
Datadog fue incluida en la lista Cloud 100 de Forbes y se clasificó entre las diez empresas con mayor crecimiento en América del Norte en la lista Fast 500 de Deloitte de 2016 . Tanto en 2015 como en 2016, Crain incorporó a Datadog a su lista de los 100 mejores lugares para trabajar en la ciudad de Nueva York. Datadog también fue incluida en la lista de compañías de lanzamiento de carrera de Wealthfront 2017 y en las 51 inicios empresariales de Business Insider para emprender tu carrera en 2017.
Salida a bolsa
La empresa salió a cotizar a los mercados bursátiles en septiembre de 2019, y desde entonces la acción se negocia en el Nasdaq estadounidense. Con anterioridad a dicha oferta pública de venta, Cisco Systems intentó adquirir Datadog por 7000 millones de dólares pero la compañía rechazó la oferta.
Productos
Datadog
Datadog ayuda a los desarrolladores y equipos de operaciones a ver su infraestructura completa (nube, servidores, aplicaciones, servicios, métricas y más) en un solo lugar. Esto incluye cuadros de mando interactivos en tiempo real que pueden personalizarse para las necesidades específicas de un equipo, capacidades de búsqueda de texto completo para métricas y eventos, herramientas de intercambio y discusión para que los equipos puedan colaborar utilizando los conocimientos que surjan, alertas específicas para problemas críticos y acceso a API para acomodar infraestructuras únicas.
Datadog también se integra con varias herramientas de software de nube, empresa y desarrollador listas para usar, por lo que los flujos de trabajo establecidos del equipo no se modificarán ni se interrumpirán al adoptar el servicio de Datadog.
Tecnología
Datadog utiliza un agente basado en lenguaje Go, reescrito completamente desde la versión 6, la cual fue liberada el 28 de febrero de 2018. Anteriormente estaba escrito en lenguaje Python, bifurcado del original creado en 2009 por David Mytton para Server Density (anteriormente llamado Boxed Ice). Ha sido programado usando tecnologías tanto de software libre como de software privativo tales como D3, Apache Cassandra, Kafka, PostgreSQL, etc.
Incidencias
A lo largo de su historia Datadog, ha presentado una serie de incidencias, de las cuales las más importantes han sido las siguientes:
En 2014, el soporte de Datadog se amplió a múltiples proveedores de servicios en la nube, incluidos Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform y Red Hat OpenShift. Hoy en día, la compañía soporta más de 150 integraciones listas para usar.
El 30 de agosto de 2018 anunció su Service Map, una solución gráfica que agrupa las interdependencias.
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
DDOG Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$249.37
Capitalización Bursátil
$88.74B
P/E (TTM)
812.0
BPA (TTM)
$0.31
Ingresos (TTM)
$3.43B
Rendimiento div.
—
ROE
3.1%
Deuda/Capital
—
Rango 52S
$98 – $293
DDOG 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
$3.43B
2017-12-31
→
2025-12-31
BPA
$0.31
2017-12-31
→
2025-12-31
Flujo de caja libre
$1.00B
2019-12-31
→
2025-12-31
Márgenes
3.1%
2019-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
DDOG
Mediana de Pares
P/E (TTM)
812.0
40.4
P/S (TTM) (P/V (TTM))
25.9
9.3
P/B (P/C)
23.8
12.2
Price / FCF (Precio / FCF)
88.7
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
DDOG
Mediana de Pares
Gross Margin (Margen Bruto)
80.0%
82.1%
Operating Margin (Margen Operativo)
-1.3%
—
Net Profit Margin (Margen de Beneficio Neto)
3.1%
21.3%
ROA
1.7%
11.1%
ROE
3.1%
22.5%
ROIC
-1.0%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
DDOG
Mediana de Pares
Current Ratio (Ratio corriente)
3.4
1.3
Quick Ratio (Ratio Rápido)
0.7
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
DDOG
Mediana de Pares
Revenue YoY (Ingresos interanuales)
27.7%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
27.0%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
41.5%
—
EPS YoY (EPS interanual)
-40.4%
—
Net Income YoY (Beneficio Neto interanual)
-41.4%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
DDOG
Mediana de Pares
DDOG Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
56 analistas
- Compra fuerte 15 26,8%
- Compra 36 64,3%
- Mantener 4 7,1%
- Venta 1 1,8%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
46 analistas · 2026-08-18
Mediana
$295.00
Ahora
$249.37
Mín
$158.00
Máx
$330.00
Objetivo mediano
$295.00
+18,3%
Objetivo medio
$285.18
+14,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.05%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.65 | $0.60 | 0.05% |
| 31 de marzo de 2026 | $0.60 | $0.52 | 0.08% |
| 31 de diciembre de 2025 | $0.59 | $0.57 | 0.02% |
| 30 de septiembre de 2025 | $0.55 | $0.47 | 0.08% |
| 30 de junio de 2025 | $0.46 | $0.43 | 0.03% |
| 31 de marzo de 2025 | $0.46 | $0.44 | 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 |
|---|---|---|---|---|---|---|
| DDOG | $47.94B | 438.7 | 27.7% | 3.1% | 3.1% | 80.0% |
| CRM | $197.22B | 27.2 | 9.6% | 18.0% | 12.4% | 77.7% |
| APP | $227.96B | 69.1 | 70.0% | 60.8% | 201.9% | — |
| ADBE | $132.21B | 19.2 | 10.5% | 30.0% | 61.8% | 89.3% |
| INTU | $219.15B | 57.4 | 15.6% | 20.5% | 20.5% | — |
| CDNS | $84.96B | 77.0 | 14.1% | 20.9% | 21.2% | — |
| SNPS | $84.41B | 56.4 | 15.1% | 18.9% | 7.1% | 77.0% |
| ADSK | $53.90B | 48.6 | 17.5% | 15.6% | 39.0% | 91.0% |
| WDAY | $45.51B | 67.8 | 13.1% | 7.3% | 8.2% | — |
| ROP | $47.45B | 31.3 | 12.3% | 19.4% | 7.8% | 69.2% |
| MSTR | — | -10.0 | 3.0% | -806.3% | -8.4% | 68.7% |
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 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.43B | $2.68B | $2.13B | $1.68B | $1.03B | $603M | $363M | $198M | $101M | |
| Cost of Revenue | $687M | $516M | $410M | $347M | $234M | $130M | $89M | $47M | $23M | |
| Gross Profit | $2.74B | $2.17B | $1.72B | $1.33B | $795M | $473M | $274M | $152M | $77M | |
| R&D Expense | $1.55B | $1.15B | $962M | $752M | $420M | $211M | $111M | $55M | $25M | |
| SG&A Expense | $280M | $205M | $180M | $139M | $94M | $63M | $36M | $19M | $11M | |
| Operating Expenses | $2.78B | $2.11B | $1.75B | $1.39B | $814M | $487M | $294M | $163M | $80M | |
| Operating Income | $-44M | $54M | $-33M | $-59M | $-19M | $-14M | $-20M | $-11M | $-3M | |
| Interest Expense | · | · | $6M | $17M | $21M | $30M | $32.0K | · | · | |
| Interest Income | $194M | $155M | $103M | $35M | · | · | · | · | · | |
| Other Non-op | $-12M | $1M | $-3M | $2M | $734.0K | $-8M | $4M | $793.0K | $843.0K | |
| Pretax Income | $127M | $204M | $60M | $-38M | $-18M | $-22M | $-16M | $-10M | $-2M | |
| Income Tax | $19M | $20M | $12M | $12M | $2M | $2M | $734.0K | $522.0K | $457.0K | |
| Net Income | $108M | $184M | $49M | $-50M | $-21M | $-25M | $-17M | $-11M | $-3M | |
| EPS (Basic) | $0.31 | $0.55 | $0.15 | $-0.16 | $-0.07 | $-0.08 | $-0.12 | $-0.15 | $-0.04 | |
| EPS (Diluted) | $0.31 | $0.52 | $0.14 | $-0.16 | $-0.07 | $-0.08 | $-0.12 | $-0.15 | $-0.04 | |
| Shares (Basic) | 347,309,000 | 336,172,000 | 324,033,000 | 315,410,000 | 309,048,000 | 300,350,000 | 139,873,000 | 70,951,000 | 61,321,000 | |
| Shares (Diluted) | 363,472,000 | 358,636,000 | 350,292,000 | 315,410,000 | 309,048,000 | 300,350,000 | 139,873,000 | 70,951,000 | 61,321,000 | |
| EBITDA | $5M | $103M | $2M | $-32M | $-656.0K | $727.0K | $-9M | · | · |
Balance general 22
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $401M | $1.25B | $330M | $339M | $271M | $225M | $597M | $54M | $60M | |
| Receivables | $741M | $599M | $509M | $400M | $269M | $163M | $102M | $56M | · | |
| Prepaid Expense | $90M | $67M | $41M | $27M | $24M | $24M | $19M | $9M | · | |
| Current Assets | $5.38B | $4.91B | $3.18B | $2.34B | $1.87B | $1.72B | $904M | $122M | · | |
| PP&E (Net) | $338M | $227M | $172M | $125M | $75M | $47M | $33M | $22M | · | |
| PP&E (Gross) | $520M | $420M | $301M | $209M | $130M | $83M | $53M | $31M | · | |
| Accum. Depreciation | $181M | $193M | $129M | $84M | $55M | $36M | $21M | $9M | · | |
| Goodwill | $531M | $360M | $353M | $348M | $292M | $18M | $9M | $8M | $6M | |
| Intangibles | $15M | $4M | $10M | $16M | $16M | $2M | $1M | $1M | · | |
| Other Non-current Assets | $37M | $24M | $23M | $24M | $20M | $17M | $17M | $9M | · | |
| Total Assets | $6.64B | $5.79B | $3.94B | $3.00B | $2.38B | $1.89B | $1.04B | $180M | · | |
| Accounts Payable | $149M | $108M | $88M | $23M | $25M | $21M | $15M | $13M | · | |
| Accrued Liabilities | · | · | · | $25M | $16M | $20M | $13M | $7M | · | |
| Current Liabilities | $1.59B | $1.86B | $1.00B | $760M | $529M | $298M | $200M | $112M | · | |
| Capital Leases | $256M | $197M | $138M | $77M | $52M | $51M | $49M | · | · | |
| Other Non-current Liabilities | $12M | $9M | $6M | $6M | $9M | $4M | $3M | $1M | · | |
| Total Liabilities | $2.91B | $3.07B | $1.91B | $1.59B | $1.34B | $933M | $256M | $115M | · | |
| Retained Earnings | $138M | $30M | $-154M | $-202M | $-152M | $-148M | $-124M | $-107M | · | |
| AOCI | $15M | $-5M | $-2M | $-12M | $-4M | $2M | $133.0K | $31.0K | · | |
| Stockholders' Equity | $3.73B | $2.71B | $2.03B | $1.41B | $1.04B | $957M | $782M | $-76M | $-76M | |
| Liabilities + Equity | $6.64B | $5.79B | $3.94B | $3.00B | $2.38B | $1.89B | $1.04B | $180M | · | |
| Shares Outstanding | 352,525,971 | 342,118,782 | 331,079,746 | 319,189,843 | 313,365,437 | 305,880,063 | 0 | 78,180,606 | · |
Flujo de Efectivo 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $49M | $48M | $36M | $27M | $18M | $14M | $12M | $6M | $2M | |
| Stock-based Comp | $751M | $570M | $482M | $363M | $164M | $74M | $19M | $5M | $3M | |
| Deferred Tax | $-1M | $-2M | $-885.0K | $-394.0K | $-44.0K | $-38.0K | $-359.0K | $90.0K | $-121.0K | |
| Amort. of Intangibles | $6M | $6M | $9M | $8M | $4M | $900.0K | $800.0K | $500.0K | $500.0K | |
| Other Non-cash | $144M | $70M | $94M | $79M | $125M | $45M | $11M | · | · | |
| Operating Cash Flow | $1.05B | $871M | $660M | $418M | $287M | $109M | $24M | $11M | $14M | |
| CapEx | $50M | $35M | $28M | $35M | $10M | $5M | $13M | $10M | $2M | |
| Investing Cash Flow | $-1.33B | $-737M | $-731M | $-385M | $-274M | $-1.15B | $-202M | $-17M | $-13M | |
| Financing Cash Flow | $-572M | $787M | $58M | $36M | $35M | $670M | $714M | $8M | $462.0K | |
| Net Change in Cash | $-846M | $917M | $-12M | $68M | $46M | $-372M | $536M | $1M | $1M | |
| Taxes Paid | $18M | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $1.00B | $836M | $632M | $383M | $277M | $104M | $11M | · | · | |
| Levered FCF | · | · | $627M | $361M | $253M | $70M | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 80.0% | 80.8% | 80.7% | 79.3% | 77.2% | 78.4% | 75.5% | · | · | |
| Operating Margin | -1.3% | 2.0% | -1.6% | -3.5% | -1.9% | -2.3% | -5.5% | · | · | |
| Net Margin | 3.1% | 6.9% | 2.3% | -3.0% | -2.0% | -4.1% | -4.6% | · | · | |
| Pretax Margin | 3.7% | 7.6% | 2.8% | -2.3% | -1.8% | -3.7% | -4.4% | · | · | |
| EBITDA Margin | 0.14% | 3.8% | 0.10% | -1.9% | -0.06% | 0.12% | -2.4% | · | · | |
| ROA | 1.7% | 3.8% | 1.4% | -1.9% | -0.97% | -1.7% | -2.7% | · | · | |
| ROE | 3.1% | 6.9% | 2.5% | -3.7% | -2.1% | -2.6% | -2.1% | · | · | |
| ROIC | -1.0% | 1.8% | -1.3% | -5.5% | -2.1% | -1.6% | -2.7% | · | · |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.4 | 2.6 | 3.2 | 3.1 | 3.5 | 5.8 | 4.5 | · | · | |
| Quick Ratio | 0.7 | 1.0 | 0.8 | 1.0 | 1.0 | 1.3 | 3.5 | · | · | |
| Interest Coverage | · | · | -5.3 | -3.5 | -0.9 | -0.5 | · | · | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.6 | 0.5 | 0.4 | 0.6 | · | · | |
| Receivables Turnover | 5.1 | 4.8 | 4.7 | 5.0 | 4.8 | 4.5 | 4.6 | · | · |
Tasas de Crecimiento 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 27.7% | 26.1% | 27.1% | 62.8% | 70.5% | · | · | · | · | |
| Revenue CAGR 3Y | 27.0% | 37.7% | 52.2% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 41.5% | · | · | · | · | · | · | · | · | |
| EPS YoY | -40.4% | 271.4% | · | · | · | · | · | · | · | |
| Net Income YoY | -41.4% | 278.3% | · | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.43B | $2.68B | $2.13B | $1.68B | $1.03B | $603M | $363M | · | · | |
| Net Income TTM | $108M | $184M | $49M | $-50M | $-21M | $-25M | $-17M | · | · | |
| Market Cap | $47.94B | $48.89B | $40.19B | · | · | · | $0 | · | · | |
| P/E | 438.7 | 274.8 | 867.0 | -459.4 | -2544.4 | -1230.5 | -314.8 | · | · | |
| P/S | 14.0 | 18.2 | 18.9 | · | · | · | 0.0 | · | · | |
| P/B | 12.8 | 18.0 | 19.8 | · | · | · | · | · | · | |
| P / Tangible Book | 15.0 | 20.8 | 24.2 | · | · | · | · | · | · | |
| P / Cash Flow | 45.7 | 56.2 | 60.9 | · | · | · | 0.0 | · | · | |
| P / FCF | 47.9 | 58.5 | 63.5 | · | · | · | 0.0 | · | · | |
| Earnings Yield | 0.23% | 0.36% | 0.12% | -0.22% | -0.04% | -0.08% | -0.32% | · | · |
Estado de resultados 18
| Métrica | Tendencia | Q2 2026 | Q4 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 | $1.12B | $1.01B | $953M | $886M | $827M | $762M | $738M | $690M | $645M | $611M | $590M | $548M | $509M | $482M | $469M | $437M | |
| Cost of Revenue | $240M | $209M | $187M | $176M | $166M | $158M | $144M | $138M | $123M | $110M | $105M | $103M | $102M | $100M | $97M | $94M | |
| Gross Profit | $881M | $797M | $766M | $709M | $661M | $604M | $594M | $552M | $522M | $501M | $485M | $444M | $408M | $382M | $373M | $343M | |
| R&D Expense | $478M | $435M | $418M | $402M | $387M | $341M | $316M | $292M | $275M | $270M | $253M | $240M | $239M | $229M | $219M | $205M | |
| SG&A Expense | $86M | $75M | $75M | $74M | $70M | $61M | $60M | $52M | $48M | $45M | $44M | $51M | $43M | $42M | $39M | $39M | |
| Operating Expenses | $876M | $790M | $757M | $715M | $696M | $616M | $584M | $532M | $509M | $489M | $457M | $448M | $430M | $417M | $407M | $374M | |
| Operating Income | $5M | $7M | $9M | $-6M | $-36M | $-12M | $9M | $20M | $13M | $12M | $28M | $-4M | $-22M | $-35M | $-35M | $-31M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $1M | · | $1M | $2M | $2M | · | $4M | |
| Interest Income | $51M | $49M | $47M | $46M | $51M | $51M | $43M | $40M | $37M | $35M | $33M | $29M | · | · | · | · | |
| Other Non-op | $-1M | $5M | $-615.0K | $-2M | $-6M | $-4M | $5M | $-3M | $-589.0K | $128.0K | $-40M | $1M | $21M | $15M | $-10M | $8M | |
| Pretax Income | $52M | $59M | $53M | $36M | $6M | $32M | $54M | $56M | $48M | $46M | $57M | $24M | $-908.0K | $-20M | $-26M | $-23M | |
| Income Tax | $7M | $6M | $7M | $2M | $3M | $7M | $8M | $4M | $4M | $4M | $3M | $2M | $3M | $4M | $3M | $3M | |
| Net Income | $45M | $53M | $47M | $34M | $3M | $25M | $46M | $52M | $44M | $43M | $54M | $23M | $-4M | $-24M | $-29M | $-26M | |
| EPS (Basic) | $0.13 | $0.15 | $0.13 | $0.10 | $0.01 | $0.07 | $0.14 | $0.15 | $0.13 | $0.13 | $0.17 | $0.07 | $-0.01 | $-0.08 | $-0.09 | $-0.08 | |
| EPS (Diluted) | $0.12 | $0.15 | $0.13 | $0.10 | $0.01 | $0.07 | $0.14 | $0.14 | $0.12 | $0.12 | $0.17 | $0.06 | $-0.01 | $-0.08 | $-0.09 | $-0.08 | |
| Shares (Basic) | 356,253,000 | 353,272,000 | -690,618,000 | 348,645,000 | 346,185,000 | 343,097,000 | -668,137,000 | 337,562,000 | 334,941,000 | 331,806,000 | -643,025,000 | 325,557,000 | 322,215,000 | 319,286,000 | -628,831,000 | 315,990,000 | |
| Shares (Diluted) | 371,023,000 | 364,731,000 | -720,332,000 | 362,001,000 | 358,725,000 | 363,078,000 | -711,718,000 | 357,635,000 | 356,740,000 | 355,979,000 | -642,518,000 | 351,309,000 | 322,215,000 | 319,286,000 | -661,043,000 | 315,990,000 | |
| EBITDA | $23M | $24M | · | $7M | $-24M | $-2M | · | $33M | $24M | $23M | · | $5M | $-14M | $-27M | · | $-24M |
Balance general 21
| Métrica | Tendencia | Q2 2026 | Q4 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 | $435M | $426M | $401M | $541M | $489M | $1.08B | $1.25B | $337M | $411M | $282M | · | $261M | $291M | $223M | $339M | $295M | |
| Receivables | $827M | $680M | $741M | $550M | $604M | $490M | $599M | $487M | $533M | $451M | · | $401M | $333M | $367M | · | $349M | |
| Prepaid Expense | $108M | $104M | $90M | $81M | $67M | $78M | $67M | $51M | $49M | $55M | · | $37M | $44M | $43M | · | $32M | |
| Current Assets | $6.01B | $5.63B | $5.38B | $4.84B | $4.64B | $5.08B | $4.91B | $3.79B | $3.59B | $3.33B | · | $2.82B | $2.60B | $2.46B | · | $2.18B | |
| PP&E (Net) | $410M | $379M | $338M | $308M | $283M | $250M | $227M | $216M | $199M | $182M | · | $158M | $145M | $138M | · | $111M | |
| PP&E (Gross) | $635M | $581M | $520M | $470M | $428M | $379M | $420M | $390M | $356M | $325M | · | $273M | $249M | $231M | · | $188M | |
| Accum. Depreciation | $225M | $202M | $181M | $163M | $145M | $129M | $193M | $174M | $157M | $143M | · | $115M | $103M | $93M | · | $77M | |
| Goodwill | $707M | $541M | $531M | $530M | $531M | $362M | $360M | $353M | $351M | $351M | · | $349M | $350M | $349M | · | $333M | |
| Intangibles | $23M | $15M | $15M | $17M | $17M | $3M | $4M | $4M | $6M | $7M | · | $10M | $12M | $14M | · | $16M | |
| Other Non-current Assets | $49M | $43M | $37M | $35M | $35M | $26M | $24M | $20M | $21M | $20M | · | $22M | $22M | $24M | · | $20M | |
| Total Assets | $7.55B | $6.95B | $6.64B | $6.05B | $5.82B | $6.01B | $5.79B | $4.63B | $4.41B | $4.14B | · | $3.54B | $3.31B | $3.14B | · | $2.80B | |
| Accounts Payable | $314M | $175M | $149M | $135M | $199M | $98M | $108M | $92M | $116M | $64M | · | $85M | $48M | $42M | · | $28M | |
| Current Liabilities | $1.87B | $1.66B | $1.59B | $1.32B | $1.35B | $1.85B | $1.86B | $1.78B | $1.79B | $973M | · | $842M | $761M | $773M | · | $674M | |
| Capital Leases | $248M | $259M | $256M | $261M | $243M | $228M | $197M | $197M | $194M | $191M | · | $128M | $126M | $86M | · | $77M | |
| Other Non-current Liabilities | $21M | $13M | $12M | $20M | $19M | $9M | $9M | $7M | $6M | $6M | · | $8M | $8M | $6M | · | $9M | |
| Total Liabilities | $3.18B | $2.96B | $2.91B | $2.61B | $2.63B | $3.09B | $3.07B | $2.00B | $2.01B | $1.94B | · | $1.74B | $1.66B | $1.63B | · | $1.51B | |
| Retained Earnings | $235M | $190M | $138M | $91M | $57M | $55M | $30M | $-16M | $-67M | $-111M | · | $-208M | $-230M | $-226M | · | $-173M | |
| AOCI | $-7M | $-3M | $15M | $12M | $8M | $1M | $-5M | $13M | $-10M | $-8M | · | $-14M | $-12M | $-6M | · | $-25M | |
| Stockholders' Equity | $4.37B | $3.99B | $3.73B | $3.44B | $3.20B | $2.92B | $2.71B | $2.63B | $2.41B | $2.20B | $2.03B | $1.81B | $1.65B | $1.51B | $1.41B | $1.29B | |
| Liabilities + Equity | $7.55B | $6.95B | $6.64B | $6.05B | $5.82B | $6.01B | $5.79B | $4.63B | $4.41B | $4.14B | · | $3.54B | $3.31B | $3.14B | · | $2.80B | |
| Shares Outstanding | 358,956,785 | 355,845,568 | 352,525,971 | 350,554,677 | 348,608,581 | 344,910,809 | 342,118,782 | 339,270,410 | 336,769,659 | 333,965,590 | 331,079,746 | 328,245,659 | · | · | 319,189,843 | · |
Flujo de Efectivo 11
| Métrica | Tendencia | Q2 2026 | Q4 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 | $18M | $16M | $15M | $13M | $11M | $10M | $14M | $12M | $11M | $11M | $10M | $9M | $8M | $8M | $8M | $7M | |
| Stock-based Comp | · | $197M | $205M | $201M | $180M | $164M | $158M | $142M | $135M | $135M | $128M | $123M | $118M | $113M | $113M | $101M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-cash | · | $69M | · | · | · | $73M | · | · | · | $24M | · | · | · | $37M | · | · | |
| Operating Cash Flow | · | $335M | $327M | $251M | $200M | $272M | $265M | $229M | $164M | $212M | $220M | $153M | $153M | $134M | $114M | $84M | |
| CapEx | · | $11M | $9M | $17M | $15M | $9M | $8M | $8M | $4M | $14M | $10M | $6M | $2M | $9M | $10M | $10M | |
| Investing Cash Flow | · | $-315M | $-498M | $-202M | $-191M | $-443M | $-109M | $-307M | $-60M | $-261M | $-174M | $-191M | $-110M | $-256M | $-89M | $-26M | |
| Financing Cash Flow | · | $10M | $30M | $1M | $-605M | $2M | $759M | $1M | $24M | $2M | $21M | $10M | $25M | $2M | $14M | $2M | |
| Net Change in Cash | · | $25M | $-139M | $52M | $-591M | $-167M | $910M | $-74M | $129M | $-48M | $69M | $-30M | $69M | $-120M | $44M | $56M | |
| Free Cash Flow | · | $323M | · | · | · | $263M | · | · | · | $198M | · | · | · | $125M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $197M | · | · | · | $122M | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q4 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 | 78.6% | 79.2% | · | 80.1% | 79.9% | 79.3% | · | 80.0% | 80.9% | 82.0% | · | 81.1% | 80.0% | 79.3% | · | 78.6% | |
| Operating Margin | 0.49% | 0.73% | · | -0.66% | -4.3% | -1.6% | · | 2.9% | 2.0% | 2.0% | · | -0.77% | -4.3% | -7.3% | · | -7.2% | |
| Net Margin | 4.0% | 5.2% | · | 3.8% | 0.32% | 3.2% | · | 7.5% | 6.8% | 7.0% | · | 4.1% | -0.78% | -5.0% | · | -5.9% | |
| Pretax Margin | 4.6% | 5.9% | · | 4.0% | 0.74% | 4.2% | · | 8.1% | 7.4% | 7.6% | · | 4.4% | -0.18% | -4.2% | · | -5.3% | |
| EBITDA Margin | 2.1% | 2.4% | · | 0.85% | -2.9% | -0.30% | · | 4.7% | 3.6% | 3.7% | · | 0.94% | -2.7% | -5.6% | · | -5.5% | |
| ROA | 0.67% | · | · | 0.63% | 0.05% | 0.49% | · | 1.3% | 1.1% | 1.2% | · | 0.71% | -0.13% | -0.85% | · | -1.0% | |
| ROE | 1.2% | · | · | 1.1% | 0.09% | 0.96% | · | 2.3% | 2.2% | 2.3% | · | 1.5% | -0.28% | -1.8% | · | -2.3% | |
| ROIC | 0.11% | · | · | -0.16% | -0.48% | -0.33% | · | 0.71% | 0.48% | 0.50% | · | -0.22% | -5.8% | -2.7% | · | -2.7% |
Liquidez y Solvencia 3
| Métrica | Tendencia | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.2 | · | · | 3.7 | 3.4 | 2.7 | · | 2.1 | 2.0 | 3.4 | · | 3.3 | 3.4 | 3.2 | · | 3.2 | |
| Quick Ratio | 0.7 | · | · | 0.8 | 0.8 | 0.8 | · | 0.5 | 0.5 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 1.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 8.7 | · | -3.2 | -14.4 | -16.0 | · | -8.4 |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q4 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | · | · | 0.2 | 0.2 | 0.1 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.6 | · | · | 1.7 | 1.5 | 1.6 | · | 1.6 | 1.5 | 1.5 | · | 1.5 | 1.6 | 1.5 | · | 1.5 |
Valoración (TTM) 10
| Métrica | Tendencia | Q2 2026 | Q4 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 | $3.84B | $3.48B | · | $3.16B | $2.92B | $2.71B | · | $2.49B | $2.31B | $2.15B | · | $1.98B | $1.83B | $1.69B | · | $1.48B | |
| Net Income TTM | $134M | $114M | · | $113M | $123M | $163M | · | $161M | $105M | $37M | · | $-31M | $-59M | $-45M | · | $-27M | |
| Market Cap | $93.46B | · | · | $49.92B | $46.83B | $34.22B | · | $39.04B | $43.68B | $41.28B | · | $29.90B | · | · | · | · | |
| P/E | 685.2 | 357.7 | · | 445.0 | 395.1 | 220.5 | · | 261.5 | 447.2 | 1373.3 | · | -828.1 | -517.8 | -484.4 | · | -986.4 | |
| P/S | 24.3 | · | · | 15.8 | 16.0 | 12.6 | · | 15.7 | 18.9 | 19.2 | · | 15.1 | · | · | · | · | |
| P/B | 21.4 | · | · | 14.5 | 14.7 | 11.7 | · | 14.8 | 18.1 | 18.7 | · | 16.6 | · | · | · | · | |
| P / Tangible Book | 25.7 | · | · | 17.3 | 17.7 | 13.4 | · | 17.2 | 21.3 | 22.4 | · | 20.7 | · | · | · | · | |
| P / Cash Flow | · | · | · | · | · | 126.0 | · | · | · | 194.5 | · | · | · | · | · | · | |
| P / FCF | · | · | · | · | · | 130.2 | · | · | · | 208.4 | · | · | · | · | · | · | |
| Earnings Yield | 0.15% | 0.28% | · | 0.22% | 0.25% | 0.45% | · | 0.38% | 0.22% | 0.07% | · | -0.12% | -0.19% | -0.21% | · | -0.10% |
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 | $3.43B | $2.68B | $2.13B | $1.68B | $1.03B |
| Margen Bruto % | 80.0% | 80.8% | 80.7% | 79.3% | 77.2% |
| Margen Operativo % | -1.3% | 2.0% | -1.6% | -3.5% | -1.9% |
| Beneficio neto | $108M | $184M | $49M | $-50M | $-21M |
| EPS Diluido | $0.31 | $0.52 | $0.14 | $-0.16 | $-0.07 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 3.4 | 2.6 | 3.2 | 3.1 | 3.5 |
| Ratio Rápido | 0.7 | 1.0 | 0.8 | 1.0 | 1.0 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $1.00B | $836M | $632M | $383M | $277M |
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Propietarios institucionales (13F) 1 414 declarantes · $55.3B 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 |
|---|---|---|---|---|
| 320 (+122 vs trimestre anterior) | 80 (-63 vs trimestre anterior) | 423 (-16 vs trimestre anterior) | 451 (+96 vs trimestre anterior) | +49.0M |
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 CAPITAL MANAGEMENT LLC | $5 624 886 436 | 21 604 265 | 10,18% | Acciones |
| VANGUARD GROUP INC | $5 261 746 430 | 38 692 157 | 9,52% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4 571 508 408 | 17 558 413 | 8,27% | Acciones |
| FMR LLC | $3 926 628 548 | 15 081 536 | 7,11% | Acciones |
| STATE STREET CORP | $3 829 213 717 | 14 707 381 | 6,93% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $2 200 331 306 | 8 485 218 | 3,98% | Acciones |
| JENNISON ASSOCIATES LLC | $1 729 761 853 | 6 643 731 | 3,13% | Acciones |
| JANE STREET GROUP, LLC | $1 143 188 688 | 4 390 800 | 2,07% | Opción de compra |
| NORGES BANK | $1 060 322 869 | 4 072 526 | 1,92% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $977 444 553 | 3 754 204 | 1,77% | Acciones |
| JANUS HENDERSON GROUP PLC | $892 899 877 | 7 642 236 | 1,62% | Acciones |
| UBS Group AG | $855 751 248 | 3 286 800 | 1,55% | Opción de compra |
| FIRST TRUST ADVISORS LP | $723 819 771 | 2 780 074 | 1,31% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $723 232 434 | 2 777 817 | 1,31% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $689 573 614 | 2 648 539 | 1,25% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $571 634 439 | 2 195 554 | 1,03% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $494 850 110 | 1 900 638 | 0,90% | Acciones |
| JANE STREET GROUP, LLC | $463 649 088 | 1 780 800 | 0,84% | Opción de venta |
| Employees Provident Fund Board | $364 504 000 | 1 400 000 | 0,66% | Acciones |
| CITADEL ADVISORS LLC | $360 067 205 | 1 382 959 | 0,65% | Acciones |
| GOLDMAN SACHS GROUP INC | $341 318 159 | 1 310 947 | 0,62% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $303 145 219 | 1 164 331 | 0,55% | Acciones |
| 1832 Asset Management L.P. | $298 528 776 | 1 146 600 | 0,54% | Acciones |
| Clearbridge Investments, LLC | $295 667 336 | 1 135 610 | 0,54% | Acciones |
| VAN ECK ASSOCIATES CORP | $288 437 222 | 1 107 840 | 0,52% | Acciones |
| Pictet Asset Management Holding SA | $285 728 379 | 1 097 533 | 0,52% | Acciones |
| SANDS CAPITAL MANAGEMENT, LLC | $260 307 668 | 999 799 | 0,47% | Acciones |
| Balyasny Asset Management L.P. | $237 279 346 | 911 351 | 0,43% | Acciones |
| Swiss National Bank | $229 429 232 | 881 200 | 0,42% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $228 731 988 | 878 522 | 0,41% | Acciones |
| GOLDMAN SACHS GROUP INC | $220 134 380 | 845 500 | 0,40% | Opción de venta |
| Assenagon Asset Management S.A. | $213 522 277 | 820 104 | 0,39% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $212 990 622 | 818 062 | 0,39% | Acciones |
| BARCLAYS PLC | $209 584 071 | 804 978 | 0,38% | Acciones |
| BlackRock, Inc. | $206 967 194 | 794 927 | 0,37% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $205 767 455 | 790 319 | 0,37% | Acciones |
| JANE STREET GROUP, LLC | $201 070 040 | 772 277 | 0,36% | Acciones |
| Swedbank AB | $198 727 060 | 763 278 | 0,36% | Acciones |
| Vanguard Global Advisers, LLC | $186 023 575 | 714 486 | 0,34% | Acciones |
| Strategy Capital LLC | $184 816 546 | 709 850 | 0,33% | Acciones |
| Ashe Capital Management, LP | $180 037 117 | 691 493 | 0,33% | Acciones |
| Legal & General Group Plc | $177 367 386 | 681 239 | 0,32% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $169 095 228 | 649 467 | 0,31% | Acciones |
| ROYAL BANK OF CANADA | $168 873 000 | 648 614 | 0,31% | Acciones |
| MENORA MIVTACHIM HOLDINGS LTD. | $163 857 566 | 629 350 | 0,30% | Acciones |
| Robeco Institutional Asset Management B.V. | $163 842 983 | 629 294 | 0,30% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $163 235 045 | 626 959 | 0,30% | Acciones |
| RHUMBLINE ADVISERS | $157 690 287 | 605 663 | 0,29% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $156 551 344 | 601 288 | 0,28% | Acciones |
| Walleye Trading LLC | $155 851 496 | 598 600 | 0,28% | Opción de compra |
| BANK OF AMERICA CORP /DE/ | $153 450 716 | 589 379 | 0,28% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $147 626 375 | 567 010 | 0,27% | Acciones |
| AMERIPRISE FINANCIAL INC | $142 414 315 | 546 990 | 0,26% | Acciones |
| California Public Employees Retirement System | $142 215 662 | 546 227 | 0,26% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $141 453 588 | 543 300 | 0,26% | Opción de compra |
| ENVESTNET ASSET MANAGEMENT INC | $136 794 802 | 525 406 | 0,25% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $135 855 848 | 521 800 | 0,25% | Opción de venta |
| VICTORY CAPITAL MANAGEMENT INC | $133 982 558 | 514 605 | 0,24% | Acciones |
| BAMCO INC /NY/ | $132 355 568 | 508 356 | 0,24% | Acciones |
| TD Asset Management Inc | $120 024 137 | 460 993 | 0,22% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $117 162 000 | 4 500 | 0,21% | Opción de compra |
| PRINCIPAL FINANCIAL GROUP INC | $116 865 189 | 448 860 | 0,21% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $115 684 000 | 444 324 | 0,21% | Acciones |
| Quantinno Capital Management LP | $110 822 508 | 425 651 | 0,20% | Acciones |
| Avala Global LP | $108 691 187 | 417 465 | 0,20% | Acciones |
| National Pension Service | $108 177 237 | 415 491 | 0,20% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $105 393 728 | 404 800 | 0,19% | Acciones |
| NOMURA HOLDINGS INC | $104 144 000 | 400 000 | 0,19% | Opción de compra |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $103 356 411 | 396 975 | 0,19% | Acciones |
| Holocene Advisors, LP | $102 147 820 | 392 333 | 0,18% | Acciones |
| Squarepoint Ops LLC | $100 503 646 | 386 018 | 0,18% | Acciones |
| Candriam S.C.A. | $97 734 584 | 375 744 | 0,18% | Acciones |
| BAILLIE GIFFORD & CO | $97 079 652 | 372 867 | 0,18% | Acciones |
| ProShare Advisors LLC | $96 222 808 | 369 576 | 0,17% | Acciones |
| Caption Management, LLC | $94 953 292 | 364 700 | 0,17% | Opción de compra |
| RAYMOND JAMES FINANCIAL INC | $94 622 635 | 363 430 | 0,17% | Acciones |
| Meritech Capital Associates V L.L.C. | $92 698 574 | 356 040 | 0,17% | Acciones |
| EVENTIDE ASSET MANAGEMENT, LLC | $89 021 602 | 342 324 | 0,16% | Acciones |
| Caption Management, LLC | $88 522 400 | 340 000 | 0,16% | Opción de venta |
| LMR Partners LLP | $84 617 000 | 325 000 | 0,15% | Acciones |
| UBS Group AG | $83 407 367 | 320 354 | 0,15% | Acciones |
| Optiver Holding B.V. | $82 158 941 | 315 559 | 0,15% | Acciones |
| APG Asset Management N.V. | $80 781 512 | 354 730 | 0,15% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $80 374 288 | 308 704 | 0,15% | Acciones |
| Korea Investment CORP | $78 958 596 | 303 267 | 0,14% | Acciones |
| CIBC Private Wealth Group LLC | $78 149 262 | 548 801 | 0,14% | Acciones |
| TORONTO DOMINION BANK | $78 108 000 | 300 000 | 0,14% | Opción de compra |
| Ensign Peak Advisors, Inc | $78 098 627 | 299 964 | 0,14% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $77 842 693 | 298 981 | 0,14% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $75 832 974 | 291 262 | 0,14% | Acciones |
| LPL Financial LLC | $75 475 344 | 289 888 | 0,14% | Acciones |
| UBS Group AG | $74 410 888 | 285 800 | 0,13% | Opción de venta |
| PEAK6 LLC | $74 228 636 | 285 100 | 0,13% | Opción de compra |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $72 812 798 | 279 662 | 0,13% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $72 008 218 | 277 345 | 0,13% | Acciones |
| AVIVA PLC | $71 250 638 | 273 662 | 0,13% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $70 437 274 | 270 538 | 0,13% | Acciones |
| Caisse de depot et placement du Quebec | $69 093 035 | 265 375 | 0,13% | Acciones |
| CONGRESS ASSET MANAGEMENT CO | $67 959 948 | 261 023 | 0,12% | Acciones |
| NEOS Investment Management LLC | $65 531 309 | 251 695 | 0,12% | Acciones |
Informantes de la empresa 20 insiders · 9 directivos · 6 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| David M Obstler | Chief Financial Officer | 12 de junio de 2026 C | 434 591 | 0 | 2 | $-6 080 423 |
| Adam Blitzer | Chief Operating Officer | 2 de junio de 2026 S | 263 771 | 0 | 1 | $-3 644 520 |
| Kerry Acocella | General Counsel and Secretary | 15 de junio de 2026 S | 127 866 | 0 | 9 | $-3 193 719 |
| Sean Michael Walters | Chief Revenue Officer | 11 de junio de 2026 S | 258 420 | 0 | 10 | $-6 325 814 |
| David Galloreese | Chief People Officer | 9 de junio de 2026 S | 122 191 | 0 | 2 | $-2 177 154 |
| Yanbing Li | Chief Product Officer | 2 de junio de 2026 S | 274 352 | 0 | 1 | $-2 957 399 |
| Armelle De Madre | Chief People Officer | 4 de diciembre de 2023 S | 88 720 | 0 | 0 | $0 |
| Laszlo Kopits | General Counsel | 4 de enero de 2022 S | 144 456 | 0 | 0 | $0 |
| Dan Fougere | Chief Revenue Officer | 2 de junio de 2021 S | 327 010 | 0 | 0 | $0 |
| Dominic Phillips | Consejero | 1 de julio de 2026 A | 6 311 | 0 | 0 | $0 |
| Ami Prafullchandra Vora | Consejero | 15 de junio de 2026 A | 5 383 | 0 | 0 | $0 |
| Titilope Cole | Consejero | 15 de junio de 2026 A | 2 288 | 0 | 1 | $-259 358 |
| Shardul Shah | Consejero | 15 de junio de 2026 A | 3 178 | 0 | 0 | $0 |
| Julie Richardson | Consejero | 15 de junio de 2026 A | 3 178 | 0 | 0 | $0 |
| Dev Ittycheria | Consejero | 15 de junio de 2026 A | 40 307 | 0 | 1 | $-120 495 |
| Matthew Jacobson | — | 14 de agosto de 2026 S | 524 708 | 0 | 40 | $-223 368 252 |
| Amit Agarwal | — | 13 de agosto de 2026 C | 1 640 | 0 | 94 | $-49 172 280 |
| Alexis Le-Quoc | — | 10 de agosto de 2026 C | 509 805 | 0 | 56 | $-48 643 378 |
| Olivier Pomel | — | 5 de agosto de 2026 C | 612 747 | 0 | 42 | $-110 664 923 |
| Michael James Callahan | — | 4 de agosto de 2026 C | 14 996 | 0 | 12 | $-36 085 181 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 203 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| DAT · ProShares Trust | 8,10% | 1 819 NS | 31 de mayo de 2026 | N-PORT |
| AIPI · ETF Opportunities Trust | 7,21% | 127 111 NS | 31 de mayo de 2026 | N-PORT |
| CLOU · Global X Funds | 6,34% | 68 884 NS | 31 de mayo de 2026 | N-PORT |
| TMFM · RBB Fund, Inc. | 4,01% | 18 932 NS | 31 de mayo de 2026 | N-PORT |
| TEKX · SSGA Active Trust | 3,72% | 1 709 NS | 30 de abril de 2026 | N-PORT |
| HECO · SSGA Active Trust | 3,69% | 22 787 NS | 30 de abril de 2026 | N-PORT |
| JXX · Janus Detroit Street Trust | 3,66% | 10 043 NS | 30 de abril de 2026 | N-PORT |
| DECO · SSGA Active Trust | 3,64% | 4 340 NS | 30 de abril de 2026 | N-PORT |
| NUMG · Nushares ETF Trust | 3,41% | 91 272 NS | 30 de abril de 2026 | N-PORT |
| IGV · iShares Trust | 2,65% | 1 614 432 SH | 8 de agosto de 2026 | Diario |
| FDTX · Fidelity Covington Trust | 2,44% | 25 396 NS | 31 de mayo de 2026 | N-PORT |
| OGIG · ALPS ETF Trust | 2,38% | 11 066 NS | 31 de mayo de 2026 | N-PORT |
| IWP · iShares Trust | 2,15% | 1 898 596 SH | 8 de agosto de 2026 | Diario |
| FDND · First Trust Exchange-Traded Fund IV | 2,03% | 1 476 NS | 30 de abril de 2026 | N-PORT |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 2,01% | 49 068 NS | 30 de abril de 2026 | N-PORT |
| ABOT · Abacus FCF ETF Trust | 1,92% | 641 NS | 30 de abril de 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 1,89% | 2 534 490 SH | 8 de agosto de 2026 | Diario |
| DTEC · ALPS ETF Trust | 1,74% | 5 239 NS | 31 de mayo de 2026 | N-PORT |
| PSWD · DBX ETF Trust | 1,67% | 600 NS | 29 de mayo de 2026 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 1,63% | 13 164 NS | 30 de abril de 2026 | N-PORT |
| GTEK · Goldman Sachs ETF Trust | 1,61% | 15 831 NS | 31 de mayo de 2026 | N-PORT |
| RPG · Invesco Exchange-Traded Fund Trust | 1,50% | 129 832 SH | 8 de agosto de 2026 | Diario |
| ARKW · ARK ETF Trust | 1,47% | 185 414 NS | 30 de abril de 2026 | N-PORT |
| TEC · Harbor ETF Trust | 1,45% | 741 NS | 30 de abril de 2026 | N-PORT |
| PJFG · PGIM ETF Trust | 1,43% | 8 946 NS | 29 de mayo de 2026 | N-PORT |
| AIFD · TCW ETF Trust | 1,42% | 11 500 NS | 30 de abril de 2026 | N-PORT |
| QNXT · iShares Trust | 1,41% | 1 731 SH | 8 de agosto de 2026 | Diario |
| QQQG · Pacer Funds Trust | 1,41% | 1 202 NS | 30 de abril de 2026 | N-PORT |
| WEBL · Direxion Shares ETF Trust | 1,33% | 11 278 NS | 30 de abril de 2026 | N-PORT |
| RSPT · Invesco Exchange-Traded Fund Trust | 1,33% | 332 559 SH | 8 de agosto de 2026 | Diario |
| SPHB · Invesco Exchange-Traded Fund Trust … | 1,20% | 48 593 SH | 8 de agosto de 2026 | Diario |
| TMFE · RBB Fund, Inc. | 1,13% | 3 884 NS | 31 de mayo de 2026 | N-PORT |
| MMLG · First Trust Exchange-Traded Fund VI… | 1,12% | 4 243 NS | 31 de mayo de 2026 | N-PORT |
| IMCG · iShares Trust | 0,96% | 169 654 SH | 8 de agosto de 2026 | Diario |
| JHAI · Janus Detroit Street Trust | 0,95% | 1 480 NS | 30 de abril de 2026 | N-PORT |
| QQQE · Direxion Shares ETF Trust | 0,95% | 87 534 NS | 30 de abril de 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 0,94% | 43 625 NS | 30 de abril de 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,83% | 7 169 362 SH | 8 de agosto de 2026 | Diario |
| KNCT · Invesco Exchange-Traded Fund Trust | 0,82% | 5 646 SH | 8 de agosto de 2026 | Diario |
| JOET · Virtus ETF Trust II | 0,79% | 14 099 NS | 30 de abril de 2026 | N-PORT |
| UPSD · ETF Series Solutions | 0,78% | 5 973 NS | 30 de abril de 2026 | N-PORT |
| FOWF · Pacer Funds Trust | 0,71% | 797 NS | 30 de abril de 2026 | N-PORT |
| COWG · Pacer Funds Trust | 0,68% | 112 551 NS | 30 de abril de 2026 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 0,62% | 39 683 SH | 8 de agosto de 2026 | Diario |
| FXL · First Trust Exchange-Traded AlphaDE… | 0,61% | 68 412 NS | 30 de abril de 2026 | N-PORT |
| JMID · Janus Detroit Street Trust | 0,60% | 834 NS | 30 de abril de 2026 | N-PORT |
| QFLR · Innovator ETFs Trust | 0,60% | 22 984 NS | 30 de abril de 2026 | N-PORT |
| SKYU · ProShares Trust | 0,59% | 86 NS | 31 de mayo de 2026 | N-PORT |
| AIQ · Global X Funds | 0,59% | 257 125 NS | 31 de mayo de 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,57% | 6 708 NS | 30 de abril de 2026 | N-PORT |