EQPT EquipmentShare.com Inc - Class A Common Stock
$19,60
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 13, 2026
Rango 52S
$16–$36
20% of range
Calificación del Analista
BUY
17 analysts
Precio Objetivo
$34
+72% upside
P/E (TTM)
—
ROE
7.4%
Margen de Beneficio Neto
0.91%
EQPT Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$19.60
Capitalización Bursátil
—
P/E (TTM)
—
BPA (TTM)
$0.01
Ingresos (TTM)
$4.38B
Rendimiento div.
—
ROE
7.4%
Deuda/Capital
6.2
Rango 52S
$16 – $36
EQPT 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
$4.38B
2023-12-31
→
2025-12-31
BPA
$0.01
2023-12-31
→
2025-12-31
Flujo de caja libre
—
Márgenes
0.91%
2025-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
EQPT
Mediana de Pares
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
EQPT
Mediana de Pares
Gross Margin (Margen Bruto)
28.3%
39.3%
Operating Margin (Margen Operativo)
6.8%
—
Net Profit Margin (Margen de Beneficio Neto)
0.91%
3.6%
ROA
0.74%
4.8%
ROE
7.4%
12.0%
ROIC
5.8%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
EQPT
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
6.2
—
Current Ratio (Ratio corriente)
2.0
1.6
Quick Ratio (Ratio Rápido)
1.2
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
EQPT
Mediana de Pares
Revenue YoY (Ingresos interanuales)
16.3%
—
Net Income YoY (Beneficio Neto interanual)
1233.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
EQPT
Mediana de Pares
Payout Ratio (Ratio de Pago)
92.5%
—
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo
—
Ratio de Pago
92.5%
CAGR de Dividendos a 5 años
—
EQPT Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
17 analistas
- Compra fuerte 4 23,5%
- Compra 8 47,1%
- Mantener 5 29,4%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
10 analistas · 2026-08-14
Mediana
$36.50
Ahora
$19.60
Mín
$19.00
Máx
$55.00
Objetivo mediano
$36.50
+86,2%
Objetivo medio
$33.80
+72,4%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.12%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.18 | $-0.08 | 0.26% |
| 31 de marzo de 2026 | $-0.20 | $-0.24 | 0.04% |
| 31 de diciembre de 2025 | $0.24 | $0.19 | 0.05% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| EQPT | — | — | 16.3% | 0.91% | 7.4% | 28.3% |
| MSM | — | 25.3 | -1.4% | 5.3% | 14.3% | 40.8% |
| GATX | $6.00B | 18.6 | 9.8% | 19.1% | 12.8% | — |
| RUSHA | — | 16.5 | -4.8% | 3.5% | 12.1% | 19.7% |
| HRI | $4.94B | 4946.0 | 22.7% | 0.02% | 0.05% | — |
| XMTR | — | -40.2 | 25.9% | -9.0% | -20.9% | 39.1% |
| SITE | $5.65B | 37.7 | 3.6% | 3.2% | 9.2% | 34.8% |
| DXPE | $1.70B | 20.4 | 11.9% | 4.4% | 18.4% | 31.5% |
| MGRC | $2.58B | 16.5 | 3.6% | 16.6% | 13.0% | 48.2% |
| URI | $51.06B | 21.0 | 4.9% | 15.5% | 28.4% | 38.2% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue | $4.38B | $3.76B | $2.56B | |
| Cost of Revenue | $3.14B | $2.82B | $1.80B | |
| Gross Profit | $1.24B | $946M | $759M | |
| SG&A Expense | $942M | $728M | $509M | |
| Operating Income | $297M | $218M | $250M | |
| Interest Income | $5M | $5M | $4M | |
| Other Non-op | $-243M | $-212M | $-229M | |
| Pretax Income | $54M | $6M | $21M | |
| Income Tax | $14M | $3M | $4M | |
| Net Income | $40M | $3M | $17M | |
| EPS (Basic) | $0.01 | $-0.48 | $-0.20 | |
| EPS (Diluted) | $0.01 | $-0.48 | $-0.20 | |
| Shares (Basic) | 78,000,000 | 77,000,000 | 75,000,000 | |
| Shares (Diluted) | 226,000,000 | 77,000,000 | 75,000,000 | |
| EBITDA | $662M | · | · |
Balance general 28
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Cash & Equivalents | $306M | $407M | · | |
| Receivables | $748M | $563M | · | |
| Inventory | $401M | $331M | · | |
| Prepaid Expense | $169M | $42M | · | |
| Other Current Assets | $106M | $64M | · | |
| Current Assets | $1.73B | $1.41B | · | |
| PP&E (Net) | $504M | $339M | · | |
| PP&E (Gross) | $619M | $412M | · | |
| Accum. Depreciation | $115M | $73M | · | |
| Intangibles | $31M | $3M | · | |
| Total Assets | $5.99B | $4.82B | · | |
| Accounts Payable | $95M | $91M | · | |
| Accrued Liabilities | $609M | $344M | · | |
| Current Liabilities | $880M | $658M | · | |
| Capital Leases | $655M | $555M | · | |
| Deferred Tax | $43M | $31M | · | |
| Other Non-current Liabilities | $1M | $1M | · | |
| Total Liabilities | $5.10B | $3.94B | · | |
| Long-term Debt | $3.27B | $2.55B | · | |
| Total Debt | $3.27B | · | · | |
| Common Stock | $0 | $0 | · | |
| Paid-in Capital | $105M | $114M | · | |
| Retained Earnings | $0 | $8M | · | |
| Treasury Stock | $7M | $7M | · | |
| AOCI | $0 | $4M | · | |
| Stockholders' Equity | $528M | $549M | $588M | |
| Liabilities + Equity | $5.99B | $4.82B | · | |
| Shares Outstanding | 79,000,000 | 78,000,000 | 77,000,000 |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| D&A | $365M | $332M | $295M | |
| Stock-based Comp | $4M | $4M | $3M | |
| Deferred Tax | $11M | $0 | $4M | |
| Amort. of Intangibles | $1M | $300.0K | $300.0K | |
| Other Non-cash | $-156M | · | · | |
| Operating Cash Flow | $264M | $282M | $279M | |
| Investing Cash Flow | $-980M | $-419M | $-614M | |
| Debt Issued | $2.36B | $2.44B | $1.59B | |
| Net Debt Issued | $2.36B | · | · | |
| Stock Issued | $0 | $0 | $44M | |
| Net Stock Activity | $0 | · | · | |
| Dividends Paid | $37M | $9M | $5M | |
| Financing Cash Flow | $615M | $228M | $408M | |
| Net Change in Cash | $-101M | $91M | $73M | |
| Taxes Paid | $6M | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Gross Margin | 28.3% | · | · | |
| Operating Margin | 6.8% | · | · | |
| Net Margin | 0.91% | · | · | |
| Pretax Margin | 1.2% | · | · | |
| EBITDA Margin | 15.1% | · | · | |
| ROA | 0.74% | · | · | |
| ROE | 7.4% | · | · | |
| ROIC | 5.8% | · | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Current Ratio | 2.0 | · | · | |
| Quick Ratio | 1.2 | · | · | |
| Debt / Equity | 6.2 | · | · | |
| LT Debt / Equity | 6.2 | · | · |
Eficiencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.8 | · | · | |
| Inventory Turnover | 8.6 | · | · | |
| Receivables Turnover | 6.7 | · | · |
Tasas de Crecimiento 2
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 16.3% | 47.2% | · | |
| Net Income YoY | 1233.3% | -82.3% | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $4.38B | · | · | |
| Net Income TTM | $40M | · | · | |
| Payout Ratio | 92.5% | · | · | |
| Annual Payout | $37M | · | · |
Estado de resultados 11
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|
| Revenue | $1.45B | $989M | · | |
| Cost of Revenue | $1.04B | $702M | · | |
| Gross Profit | $411M | $287M | · | |
| SG&A Expense | $317M | $286M | · | |
| Operating Income | $94M | $1M | · | |
| Interest Income | $1M | $2M | · | |
| Other Non-op | $-61M | $-62M | · | |
| Pretax Income | $33M | $-61M | · | |
| Income Tax | $14M | $-32M | · | |
| Net Income | $19M | $-29M | · | |
| EBITDA | $94M | $105M | · |
Balance general 28
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|
| Cash & Equivalents | $443M | $329M | $306M | |
| Receivables | $971M | $818M | $748M | |
| Inventory | $460M | $427M | $401M | |
| Prepaid Expense | $232M | $203M | $169M | |
| Other Current Assets | $104M | $93M | $106M | |
| Current Assets | $2.21B | $1.87B | $1.73B | |
| PP&E (Net) | $590M | $524M | $504M | |
| PP&E (Gross) | $732M | $652M | $619M | |
| Accum. Depreciation | $142M | $128M | $115M | |
| Intangibles | · | · | $31M | |
| Total Assets | $7.11B | $6.36B | $5.99B | |
| Accounts Payable | $105M | $73M | $95M | |
| Accrued Liabilities | $593M | $495M | $609M | |
| Current Liabilities | $914M | $758M | $880M | |
| Capital Leases | $690M | $681M | $655M | |
| Deferred Tax | $22M | $10M | $43M | |
| Other Non-current Liabilities | $0 | $1M | $1M | |
| Total Liabilities | $5.53B | $4.79B | $5.10B | |
| Long-term Debt | $3.64B | $3.08B | $3.27B | |
| Total Debt | $3.64B | $3.08B | · | |
| Common Stock | $0 | $0 | $0 | |
| Paid-in Capital | $1.27B | $1.24B | $105M | |
| Retained Earnings | $-47M | $-29M | $0 | |
| Treasury Stock | $7M | $7M | $7M | |
| AOCI | $0 | $-1M | $0 | |
| Stockholders' Equity | $1.21B | $1.20B | $528M | |
| Liabilities + Equity | $7.11B | $6.36B | $5.99B | |
| Shares Outstanding | 0 | 0 | 79,000,000 |
Flujo de Efectivo 9
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|
| D&A | $112M | $104M | · | |
| Stock-based Comp | $26M | $19M | · | |
| Other Non-cash | · | $-294M | · | |
| Operating Cash Flow | $58M | $-200M | · | |
| Investing Cash Flow | $-450M | $-280M | · | |
| Debt Issued | $951M | $381M | · | |
| Net Debt Issued | · | $381M | · | |
| Financing Cash Flow | $506M | $503M | · | |
| Net Change in Cash | $114M | $23M | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|
| Gross Margin | 28.4% | 29.0% | · | |
| Operating Margin | 6.5% | 0.10% | · | |
| Net Margin | 1.3% | -2.9% | · | |
| Pretax Margin | 2.3% | -6.2% | · | |
| EBITDA Margin | 6.5% | 10.6% | · | |
| ROA | 0.53% | -0.91% | · | |
| ROE | 3.1% | -4.8% | · | |
| ROIC | 1.1% | 0.01% | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|
| Current Ratio | 2.4 | 2.5 | · | |
| Quick Ratio | 1.5 | 1.5 | · | |
| Debt / Equity | 3.0 | 2.6 | · | |
| LT Debt / Equity | 3.0 | 2.6 | · |
Eficiencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | · | |
| Inventory Turnover | 4.5 | 3.3 | · | |
| Receivables Turnover | 3.0 | 2.4 | · |
Valoración (TTM) 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|---|
| Market Cap | $0 | $0 | · | |
| Enterprise Value | $3.19B | $2.75B | · | |
| P / Tangible Book | 0.0 | 0.0 | · | |
| P / Cash Flow | · | 0.0 | · | |
| EV / EBITDA | 34.0 | 26.2 | · |
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 | |
|---|---|---|---|
| Ingresos | $4.38B | $3.76B | $2.56B |
| Margen Bruto % | 28.3% | — | — |
| Margen Operativo % | 6.8% | — | — |
| Beneficio neto | $40M | $3M | $17M |
| EPS Diluido | $0.01 | $-0.48 | $-0.20 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | |
|---|---|---|---|
| Deuda / Patrimonio | 6.2 | — | — |
| Ratio corriente | 2.0 | — | — |
| Ratio Rápido | 1.2 | — | — |
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Propietarios institucionales (13F) 151 declarantes · $1.7B 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 |
|---|---|---|---|---|
| 58 | 36 | 44 | 23 | — |
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. Cambio vs trimestre anterior no mostrado: la cobertura de los presentadores difiere demasiado entre estos dos trimestres para una comparación fiable.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Anchorage Capital Group, L.L.C. | $349 369 210 | 17 770 560 | 20,01% | Acciones |
| Insight Holdings Group, LLC | $265 935 531 | 13 526 731 | 15,23% | Acciones |
| BDT CAPITAL PARTNERS, LLC | $207 392 101 | 10 548 937 | 11,88% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $110 777 435 | 5 634 661 | 6,34% | Acciones |
| TIGER GLOBAL MANAGEMENT LLC | $90 035 840 | 4 579 646 | 5,16% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $77 697 775 | 3 952 074 | 4,45% | Acciones |
| Capital World Investors | $77 097 614 | 3 921 547 | 4,42% | Acciones |
| Anchorage Capital Advisors, L.P. | $61 234 117 | 3 114 655 | 3,51% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $52 217 196 | 2 656 012 | 2,99% | Acciones |
| Interval Partners, LP | $29 206 228 | 1 485 566 | 1,67% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $27 251 473 | 1 386 138 | 1,56% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $22 704 449 | 1 154 855 | 1,30% | Acciones |
| ACK Asset Management LLC | $20 934 558 | 1 064 830 | 1,20% | Acciones |
| Liberty Street Advisors, Inc. | $19 174 280 | 975 294 | 1,10% | Acciones |
| Larson Financial Group LLC | $17 024 833 | 865 963 | 0,98% | Acciones |
| Clearbridge Investments, LLC | $15 869 355 | 807 190 | 0,91% | Acciones |
| Woodline Partners LP | $15 426 337 | 784 656 | 0,88% | Acciones |
| Quantinno Capital Management LP | $14 181 918 | 721 359 | 0,81% | Acciones |
| Walleye Capital LLC | $12 695 268 | 645 741 | 0,73% | Acciones |
| JANE STREET GROUP, LLC | $12 625 652 | 642 200 | 0,72% | Opción de compra |
| RENAISSANCE TECHNOLOGIES LLC | $12 159 710 | 618 500 | 0,70% | Acciones |
| TimesSquare Capital Management, LLC | $12 029 605 | 590 555 | 0,69% | Acciones |
| DAVENPORT & Co LLC | $12 001 152 | 610 435 | 0,69% | Acciones |
| Stanley Capital Management, LLC | $11 976 872 | 609 200 | 0,69% | Acciones |
| FRED ALGER MANAGEMENT, LLC | $10 949 519 | 556 944 | 0,63% | Acciones |
| BANK OF AMERICA CORP /DE/ | $8 921 374 | 453 783 | 0,51% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $8 824 414 | 448 640 | 0,51% | Acciones |
| NEXT CENTURY GROWTH INVESTORS LLC | $8 446 388 | 429 623 | 0,48% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $7 372 500 | 375 000 | 0,42% | Acciones |
| NORGES BANK | $7 208 673 | 366 667 | 0,41% | Acciones |
| Ghisallo Capital Management LLC | $6 881 000 | 350 000 | 0,39% | Acciones |
| SEVEN GRAND MANAGERS, LLC | $5 898 000 | 300 000 | 0,34% | Acciones |
| First Pacific Advisors, LP | $5 617 137 | 285 714 | 0,32% | Acciones |
| FMR LLC | $5 607 071 | 285 202 | 0,32% | Acciones |
| Pictet Asset Management Holding SA | $5 512 546 | 280 394 | 0,32% | Acciones |
| TORONTO DOMINION BANK | $5 233 492 | 266 200 | 0,30% | Opción de compra |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5 183 477 | 263 656 | 0,30% | Acciones |
| Lisanti Capital Growth, LLC | $4 885 510 | 248 500 | 0,28% | Acciones |
| Portolan Capital Management, LLC | $4 543 937 | 231 126 | 0,26% | Acciones |
| Davidson Kempner Capital Management LP | $4 521 800 | 230 000 | 0,26% | Acciones |
| Nuveen, LLC | $4 458 868 | 226 799 | 0,26% | Acciones |
| Atreides Management, LP | $4 268 795 | 217 131 | 0,24% | Acciones |
| FORMULA GROWTH LTD | $4 217 522 | 214 523 | 0,24% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $4 106 365 | 208 869 | 0,24% | Acciones |
| STATE STREET CORP | $3 833 012 | 194 965 | 0,22% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $3 703 905 | 188 398 | 0,21% | Acciones |
| Burkehill Global Management, LP | $3 342 200 | 170 000 | 0,19% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $3 172 082 | 161 347 | 0,18% | Acciones |
| GOLDMAN SACHS GROUP INC | $3 031 847 | 154 214 | 0,17% | Acciones |
| Schonfeld Strategic Advisors LLC | $3 011 262 | 153 167 | 0,17% | Acciones |
| Blackstone Inc. | $2 949 000 | 150 000 | 0,17% | Acciones |
| LMR Partners LLP | $2 949 000 | 150 000 | 0,17% | Acciones |
| CITADEL ADVISORS LLC | $2 937 204 | 149 400 | 0,17% | Opción de compra |
| Waverly Advisors, LLC | $2 386 861 | 121 407 | 0,14% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 199 954 | 111 900 | 0,13% | Opción de compra |
| Lead Edge Capital Management, LLC | $2 162 600 | 110 000 | 0,12% | Acciones |
| STIFEL FINANCIAL CORP | $2 041 495 | 103 840 | 0,12% | Acciones |
| CREDIT AGRICOLE S A | $1 769 400 | 90 000 | 0,10% | Acciones |
| CITADEL ADVISORS LLC | $1 751 706 | 89 100 | 0,10% | Opción de venta |
| Interval Partners, LP | $1 665 202 | 84 700 | 0,10% | Opción de compra |
| Asset Management One Co., Ltd. | $1 637 279 | 80 377 | 0,09% | Acciones |
| Banco Santander, S.A. | $1 572 800 | 80 000 | 0,09% | Acciones |
| XTX Topco Ltd | $1 496 952 | 76 142 | 0,09% | Acciones |
| Symmetry Investments LP | $1 494 160 | 76 000 | 0,09% | Acciones |
| Swiss National Bank | $1 488 262 | 75 700 | 0,09% | Acciones |
| DEUTSCHE BANK AG\ | $1 376 200 | 70 000 | 0,08% | Acciones |
| Renaissance Capital LLC | $1 191 022 | 60 581 | 0,07% | Acciones |
| SummitTX Capital, L.P. | $1 130 037 | 57 479 | 0,06% | Acciones |
| Balyasny Asset Management L.P. | $1 114 172 | 56 672 | 0,06% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1 098 371 | 53 921 | 0,06% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 075 402 | 54 700 | 0,06% | Opción de venta |
| Canvas Wealth Advisors, LLC | $1 058 283 | 51 953 | 0,06% | Acciones |
| BlackRock, Inc. | $1 012 824 | 51 517 | 0,06% | Acciones |
| Cresset Asset Management, LLC | $898 097 | 45 681 | 0,05% | Acciones |
| BLAIR WILLIAM & CO/IL | $793 183 | 40 345 | 0,05% | Acciones |
| MORGAN STANLEY | $768 413 | 39 085 | 0,04% | Acciones |
| CITADEL ADVISORS LLC | $765 521 | 38 938 | 0,04% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $743 700 | 37 828 | 0,04% | Acciones |
| Engineers Gate Manager LP | $678 604 | 34 517 | 0,04% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $678 270 | 34 500 | 0,04% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $620 114 | 30 279 | 0,04% | Acciones |
| MARSHALL WACE, LLP | $617 482 | 31 408 | 0,04% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $520 597 | 26 480 | 0,03% | Acciones |
| ROYAL BANK OF CANADA | $513 000 | 26 108 | 0,03% | Acciones |
| Harbour Capital Advisors, LLC | $512 875 | 27 500 | 0,03% | Acciones |
| HSBC HOLDINGS PLC | $503 247 | 25 327 | 0,03% | Acciones |
| LuminArx Capital Management LP | $484 599 | 24 649 | 0,03% | Acciones |
| LPL Financial LLC | $446 420 | 22 707 | 0,03% | Acciones |
| Russell Investments Group, Ltd. | $435 305 | 22 141 | 0,02% | Acciones |
| CenterBook Partners LP | $415 082 | 21 113 | 0,02% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $404 996 | 20 600 | 0,02% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $341 691 | 17 380 | 0,02% | Acciones |
| TORONTO DOMINION BANK | $336 186 | 17 100 | 0,02% | Opción de venta |
| WOLVERINE ASSET MANAGEMENT LLC | $332 077 | 16 891 | 0,02% | Acciones |
| Chico Wealth RIA | $322 129 | 16 385 | 0,02% | Acciones |
| Bison Wealth, LLC | $319 862 | 17 023 | 0,02% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $295 726 | 15 042 | 0,02% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $289 356 | 14 718 | 0,02% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $251 274 | 12 781 | 0,01% | Acciones |
| D. E. Shaw & Co., Inc. | $225 225 | 11 456 | 0,01% | Acciones |
Informantes de la empresa 7 insiders · 4 directivos · 5 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jabbok Schlacks | Co-Founder & CEO | 15 de junio de 2026 P | 50 000 | 2 | 0 | $1 056 039 |
| David Marquardt | CFO & Chief Accounting Officer | 1 de abril de 2026 A | 129 285 | 1 | 0 | $104 982 |
| William J. Schlacks | Founder & President | 18 de agosto de 2026 P | 58 950 | 5 | 0 | $1 256 384 |
| Mark Wopata | EVP, Fin. & Chief Data Officer | 1 de abril de 2026 A | 80 100 | 0 | 0 | $0 |
| Bryan W Hill | Consejero | 19 de mayo de 2026 P | 35 794 | 1 | 0 | $499 071 |
| Naveen Bhatia | Consejero | 15 de mayo de 2026 P | 312 000 | 1 | 0 | $242 200 |
| Jennifer Giacomazza | Consejero | 26 de enero de 2026 J | 80 000 | 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 |
|---|---|---|---|---|---|
| Jabbok Schlacks, William J. Schlacks IV | 23 de junio de 2026 | 14,90% | Presentación inicial | Inversión pasiva | 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 |
|---|---|---|---|---|
| SMLL · Harbor ETF Trust | 0,33% | 2 162 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 141 610 NS | 31 de mayo de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,01% | 82 582 NS | 31 de mayo de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 51 052 NS | 31 de mayo de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 20 000 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| ITOT · iShares Trust | — | — | 22 de julio de 2026 | Diario |
| ISCB · iShares Trust | — | — | 20 de julio de 2026 | Diario |
| ISCG · iShares Trust | — | — | 21 de julio de 2026 | Diario |
| SMLF · iShares Trust | — | — | 10 de agosto de 2026 | Diario |
| WSML · iShares Trust | — | — | 20 de julio de 2026 | Diario |