EVCM EverCommerce Inc. - Common Stock
$10,09
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 5, 2026
Rango 52S
$8–$14
39% of range
Calificación del Analista
BUY
14 analysts
Precio Objetivo
$11
+9% upside
P/E (TTM)
100.4
ROE
2.4%
Margen de Beneficio Neto
3.0%
EVCM Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$10.09
Capitalización Bursátil
$1.79B
P/E (TTM)
100.4
BPA (TTM)
$0.10
Ingresos (TTM)
$589M
Rendimiento div.
—
ROE
2.4%
Deuda/Capital
0.7
Rango 52S
$8 – $14
EVCM 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
$589M
2019-12-31
→
2025-12-31
BPA
$0.10
2019-12-31
→
2025-12-31
Flujo de caja libre
$109M
2021-12-31
→
2025-12-31
Márgenes
3.0%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
EVCM
Mediana de Pares
P/E (TTM)
100.4
132.0
P/S (TTM) (P/V (TTM))
3.0
3.7
P/B (P/C)
2.5
6.7
EV / EBITDA
17.1
—
Price / FCF (Precio / FCF)
16.4
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
EVCM
Mediana de Pares
Operating Margin (Margen Operativo)
10.1%
—
Net Profit Margin (Margen de Beneficio Neto)
3.0%
-1.1%
ROA
1.3%
-0.69%
ROE
2.4%
-4.6%
ROIC
4.1%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
EVCM
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.7
—
Current Ratio (Ratio corriente)
2.1
2.1
Quick Ratio (Ratio Rápido)
1.7
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
EVCM
Mediana de Pares
Revenue YoY (Ingresos interanuales)
4.8%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
-1.7%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
11.8%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
EVCM
Mediana de Pares
EVCM Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
14 analistas
- Compra fuerte 3 21,4%
- Compra 5 35,7%
- Mantener 4 28,6%
- Venta 2 14,3%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
6 analistas · 2026-08-17
Mediana
$11.00
Ahora
$10.09
Mín
$8.00
Máx
$13.00
Objetivo mediano
$11.00
+9,0%
Objetivo medio
$11.00
+9,0%
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 | $0.20 | $0.17 | 0.03% |
| 31 de marzo de 2026 | $0.19 | $0.15 | 0.04% |
| 31 de diciembre de 2025 | $0.19 | $0.15 | 0.04% |
| 30 de septiembre de 2025 | $0.22 | $0.15 | 0.07% |
| 30 de junio de 2025 | $0.20 | $0.15 | 0.05% |
| 31 de marzo de 2025 | $0.12 | $0.14 | -0.02% |
| 31 de diciembre de 2024 | $0.26 | $0.14 | 0.12% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| EVCM | $2.16B | 121.1 | 4.8% | 3.0% | 2.4% | — |
| ASAN | $2.44B | -12.8 | 9.2% | -23.9% | -99.8% | 89.0% |
| BLKB | $2.96B | 26.7 | -2.3% | 10.2% | 145.7% | 58.8% |
| VERX | — | — | 12.2% | 0.96% | 2.8% | 64.3% |
| PRCH | $1.13B | -304.3 | 10.2% | -0.70% | 9.9% | 70.5% |
| VIA | $0 | -9.9 | 28.6% | -22.2% | 53.6% | 39.6% |
| BL | $3.31B | 141.8 | 7.2% | 3.5% | 6.6% | 75.2% |
| CXM | — | 70.9 | 7.6% | 2.7% | 4.0% | 67.4% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $589M | $562M | $535M | $621M | $490M | $338M | $242M | |
| R&D Expense | $79M | $76M | $72M | $72M | $50M | $30M | $26M | |
| SG&A Expense | $132M | $129M | $123M | $132M | $110M | $87M | $98M | |
| Operating Expenses | $530M | $536M | $538M | $651M | $517M | $360M | $296M | |
| Operating Income | $59M | $26M | $-3M | $-31M | $-27M | $-22M | $-54M | |
| Interest Income | $3M | $3M | $1M | $263.0K | · | · | · | |
| Other Non-op | $-38M | $-36M | $-46M | $-34M | $-36M | $-42M | $-40M | |
| Pretax Income | $21M | $-9M | $-49M | $-64M | $-92M | $-64M | $-110M | |
| Income Tax | $3M | $6M | $1M | $-5M | $-10M | $-4M | $-16M | |
| Net Income | $18M | $-41M | $-46M | $-60M | $-82M | $-60M | $-94M | |
| EPS (Basic) | $0.10 | $-0.22 | $-0.24 | $-0.31 | $-0.82 | $-3.06 | $-14.13 | |
| EPS (Diluted) | $0.10 | $-0.22 | $-0.24 | $-0.31 | $-0.82 | $-3.06 | $-14.13 | |
| Shares (Basic) | 181,392,891 | 184,897,709 | 188,938,892 | 194,624,968 | 117,795,280 | 41,696,800 | 27,102,531 | |
| Shares (Diluted) | 183,906,513 | 184,897,709 | 188,938,892 | 194,624,968 | 117,795,280 | 41,696,800 | 27,102,531 | |
| EBITDA | $128M | $89M | $107M | $80M | $74M | · | · |
Balance general 27
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $130M | $136M | $93M | $93M | $94M | $96M | · | |
| Receivables | $37M | $31M | $45M | $48M | $41M | $25M | · | |
| Prepaid Expense | $34M | $27M | $22M | $24M | $23M | $11M | · | |
| Current Assets | $213M | $218M | $180M | $181M | $172M | $144M | · | |
| PP&E (Net) | $6M | $6M | $10M | $12M | $14M | $15M | · | |
| PP&E (Gross) | $25M | $23M | $27M | $25M | $24M | $21M | · | |
| Accum. Depreciation | $19M | $17M | $17M | $13M | $10M | $6M | · | |
| Goodwill | $894M | $863M | $876M | $914M | $921M | $668M | $427M | |
| Intangibles | $164M | $211M | $316M | $406M | $509M | $471M | · | |
| Other Non-current Assets | $36M | $36M | $43M | $47M | $24M | $14M | · | |
| Total Assets | $1.37B | $1.42B | $1.52B | $1.59B | $1.66B | $1.33B | · | |
| Accounts Payable | $5M | $7M | $9M | $8M | $10M | $11M | · | |
| Accrued Liabilities | $56M | $51M | $66M | $57M | $49M | $46M | · | |
| Current Liabilities | $101M | $111M | $117M | $105M | $103M | $87M | · | |
| Capital Leases | $10M | $13M | $19M | $22M | · | · | · | |
| Deferred Tax | · | · | · | · | $18M | $11M | · | |
| Other Non-current Liabilities | $36M | $36M | $48M | $49M | $39M | $18M | · | |
| Total Liabilities | $655M | $670M | $692M | $685M | $678M | $808M | · | |
| Long-term Debt | $523M | $528M | $532M | $536M | $546M | $698M | · | |
| Total Debt | $523M | $528M | $532M | $536M | $546M | · | · | |
| Common Stock | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $0 | · | |
| Paid-in Capital | $1.37B | $1.43B | $1.45B | $1.49B | $1.50B | $41M | · | |
| Retained Earnings | $-643M | $-661M | $-620M | $-573M | $-513M | $-431M | · | |
| AOCI | $-13M | $-14M | $-8M | $-10M | $-2M | $2M | · | |
| Stockholders' Equity | $717M | $751M | $826M | $907M | $986M | $-389M | $-275M | |
| Liabilities + Equity | $1.37B | $1.42B | $1.52B | $1.59B | $1.66B | $1.33B | · | |
| Shares Outstanding | 178,111,971 | 183,725,000 | 186,934,000 | 191,447,000 | 195,384,000 | 43,074,000 | 40,731,000 |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $68M | $89M | $104M | $111M | $101M | $77M | $53M | |
| Stock-based Comp | $28M | $26M | $26M | $27M | $22M | $11M | $30M | |
| Deferred Tax | $-529.0K | $3M | $-2M | $-7M | $-12M | $-4M | $-16M | |
| Amort. of Intangibles | $54M | $68M | $83M | $101M | $93M | $71M | $50M | |
| Other Non-cash | $-2M | $36M | $22M | $-6M | $8M | · | · | |
| Operating Cash Flow | $111M | $113M | $105M | $65M | $37M | $58M | $-613.0K | |
| CapEx | $2M | $1M | $3M | $3M | $3M | $5M | $8M | |
| Investing Cash Flow | $-31M | $-12M | $-38M | $-18M | $-380M | $-418M | $-324M | |
| Debt Issued | · | · | $0 | $0 | $851M | $315M | $688M | |
| Net Debt Issued | $-6M | $-6M | $-6M | $-10M | $-177M | · | · | |
| Stock Issued | · | · | $0 | $0 | $416M | $0 | $0 | |
| Stock Repurchased | $85M | $58M | $67M | $43M | $0 | $0 | $24M | |
| Net Stock Activity | $-85M | $-58M | $-67M | $-43M | $416M | · | · | |
| Financing Cash Flow | $-88M | $-60M | $-67M | $-47M | $341M | $402M | $310M | |
| Net Change in Cash | $-6M | $40M | $355.0K | $-2M | $-779.0K | $41M | $-15M | |
| Taxes Paid | $3M | $5M | $3M | $3M | $1M | $736.0K | $337.0K | |
| Free Cash Flow | $109M | $112M | $102M | $62M | $34M | · | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 10.1% | 0.04% | 0.36% | -4.9% | -5.5% | · | · | |
| Net Margin | 3.0% | -5.9% | -6.8% | -9.6% | -16.7% | · | · | |
| Pretax Margin | 3.6% | -5.1% | -6.5% | -10.4% | -18.8% | · | · | |
| EBITDA Margin | 21.7% | 12.8% | 15.8% | 12.9% | 15.2% | · | · | |
| ROA | 1.3% | -2.8% | -2.9% | -3.7% | -5.5% | · | · | |
| ROE | 2.4% | -5.4% | -5.4% | -6.5% | -8.3% | · | · | |
| ROIC | 4.1% | 0.02% | 0.19% | -2.0% | -1.6% | · | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.1 | 2.0 | 1.5 | 1.7 | 1.7 | · | · | |
| Quick Ratio | 1.7 | 1.6 | 1.2 | 1.3 | 1.3 | · | · | |
| Debt / Equity | 0.7 | 0.7 | 0.6 | 0.6 | 0.6 | · | · | |
| LT Debt / Equity | 0.7 | 0.7 | 0.6 | 0.6 | 0.5 | · | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.5 | 0.4 | 0.4 | 0.3 | · | · | |
| Receivables Turnover | 17.3 | 16.3 | 14.5 | 14.0 | 15.0 | · | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.8% | 5.1% | -13.8% | 26.7% | 45.2% | · | · | |
| Revenue CAGR 3Y | -1.7% | 4.7% | 16.6% | · | · | · | · | |
| Revenue CAGR 5Y | 11.8% | · | · | · | · | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $589M | $562M | $535M | $621M | $490M | · | · | |
| Net Income TTM | $18M | $-41M | $-46M | $-60M | $-82M | · | · | |
| Market Cap | $2.16B | $2.02B | $2.06B | $1.42B | $3.08B | · | · | |
| Enterprise Value | $2.55B | $2.41B | $2.50B | $1.87B | $3.53B | · | · | |
| P/E | 121.1 | -50.0 | -46.0 | -24.0 | -19.2 | · | · | |
| P/S | 3.7 | 3.6 | 3.9 | 2.3 | 6.3 | · | · | |
| P/B | 3.0 | 2.7 | 2.5 | 1.6 | 3.1 | · | · | |
| P / Cash Flow | 19.4 | 17.9 | 19.7 | 22.0 | 82.1 | · | · | |
| P / FCF | 19.7 | 18.1 | 20.3 | 22.9 | 89.5 | · | · | |
| EV / EBITDA | 20.0 | 27.1 | 23.5 | 23.3 | 47.5 | · | · | |
| EV / FCF | 23.4 | 21.6 | 24.6 | 30.0 | 102.7 | · | · | |
| EV / Revenue | 4.3 | 4.3 | 4.7 | 3.0 | 7.2 | · | · | |
| Earnings Yield | 0.83% | -2.0% | -2.2% | -4.2% | -5.2% | · | · |
Estado de resultados 15
| 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 | $152M | $147M | $151M | $147M | $148M | $142M | $144M | $140M | $141M | $138M | $29M | $175M | $170M | $161M | $162M | $158M | |
| R&D Expense | $21M | $21M | $20M | $19M | $19M | $20M | $19M | $19M | $19M | $19M | $16M | $19M | $18M | $19M | $18M | $19M | |
| SG&A Expense | $32M | $33M | $33M | $35M | $32M | $31M | $33M | $32M | $33M | $32M | $23M | $31M | $35M | $34M | $36M | $32M | |
| Operating Expenses | $135M | $135M | $138M | $132M | $132M | $128M | $131M | $130M | $133M | $142M | $35M | $168M | $168M | $166M | $165M | $165M | |
| Operating Income | $17M | $13M | $13M | $16M | $16M | $14M | $13M | $10M | $8M | $-4M | $-6M | $6M | $2M | $-5M | $-4M | $-7M | |
| Interest Income | $624.0K | $579.0K | $565.0K | $766.0K | $1M | $1M | $969.0K | $830.0K | $626.0K | $687.0K | · | · | · | · | · | · | |
| Other Non-op | $-6M | $-5M | $-8M | $-9M | $-9M | $-13M | $-2M | $-18M | $-10M | $-6M | $-20M | $-7M | $-5M | $-15M | $-13M | $-9M | |
| Pretax Income | $11M | $8M | $6M | $7M | $7M | $1M | $11M | $-8M | $-2M | $-10M | $-26M | $-373.0K | $-3M | $-20M | $-16M | $-16M | |
| Income Tax | $1M | $632.0K | $-47.0K | $1M | $1M | $512.0K | $-2M | $938.0K | $703.0K | $6M | $3M | $241.0K | $-2M | $299.0K | $1M | $-291.0K | |
| Net Income | $10M | $7M | $6M | $11M | $8M | $-8M | $-12M | $-9M | $-3M | $-16M | $-23M | $-614.0K | $-896.0K | $-21M | $-18M | $-16M | |
| EPS (Basic) | $0.05 | $0.04 | $0.04 | $0.06 | $0.04 | $-0.04 | $-0.06 | $-0.05 | $-0.02 | $-0.09 | $-0.13 | $0.00 | $0.00 | $-0.11 | $-0.09 | $-0.08 | |
| EPS (Diluted) | $0.05 | $0.04 | $0.04 | $0.06 | $0.04 | $-0.04 | $-0.06 | $-0.05 | $-0.02 | $-0.09 | $-0.13 | $0.00 | $0.00 | $-0.11 | $-0.09 | $-0.08 | |
| Shares (Basic) | 176,929,675 | 177,679,140 | -365,652,359 | 180,977,363 | 182,600,189 | 183,467,698 | -371,067,250 | 184,146,958 | 185,182,906 | 186,635,095 | -378,186,411 | 188,805,421 | 188,277,209 | 190,042,673 | -391,000,534 | 194,542,764 | |
| Shares (Diluted) | 178,792,743 | 180,415,914 | -369,243,101 | 183,686,560 | 184,240,814 | 185,222,240 | -371,067,250 | 184,146,958 | 185,182,906 | 186,635,095 | -378,186,411 | 188,805,421 | 188,277,209 | 190,042,673 | -391,000,534 | 194,542,764 | |
| EBITDA | $17M | $28M | · | $16M | $16M | $32M | · | $32M | $29M | $18M | · | $32M | $28M | $21M | · | $20M |
Balance general 27
| 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 | $133M | $129M | $130M | $107M | $151M | $148M | $136M | $102M | $87M | $90M | · | $87M | $83M | $70M | · | $91M | |
| Receivables | $38M | $38M | $37M | $37M | $35M | $32M | $31M | $50M | $53M | $48M | · | $51M | $50M | $48M | · | $50M | |
| Prepaid Expense | $35M | $37M | $34M | $28M | $29M | $30M | $27M | $28M | $27M | $28M | · | $24M | $24M | $27M | · | $26M | |
| Current Assets | $218M | $216M | $213M | $236M | $279M | $269M | $218M | $197M | $196M | $195M | · | $179M | $178M | $163M | · | $185M | |
| PP&E (Net) | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $7M | $8M | $8M | · | $10M | $11M | $11M | · | $13M | |
| PP&E (Gross) | · | $26M | $25M | $25M | $24M | $23M | $23M | $26M | $25M | $25M | · | $26M | $26M | $25M | · | $25M | |
| Accum. Depreciation | · | $20M | $19M | $19M | $18M | $17M | $17M | $18M | $18M | $17M | · | $16M | $15M | $14M | · | $13M | |
| Goodwill | $893M | $893M | $894M | $894M | $867M | $864M | $863M | $921M | $919M | $918M | $876M | $924M | $913M | $914M | $914M | $907M | |
| Intangibles | · | $153M | $164M | $178M | $184M | $197M | $211M | $245M | $264M | $283M | · | $341M | $360M | $383M | · | $430M | |
| Other Non-current Assets | $39M | $38M | $36M | $36M | $35M | $35M | $36M | $38M | $40M | $40M | · | $47M | $45M | $45M | · | $22M | |
| Total Assets | $1.36B | $1.37B | $1.37B | $1.40B | $1.42B | $1.41B | $1.42B | $1.45B | $1.47B | $1.48B | · | $1.54B | $1.54B | $1.55B | · | $1.59B | |
| Accounts Payable | $11M | $12M | $5M | $7M | $5M | $8M | $7M | $8M | $11M | $8M | · | $8M | $11M | $8M | · | $9M | |
| Accrued Liabilities | $51M | $52M | $56M | $56M | $59M | $55M | $51M | $57M | $56M | $58M | · | $58M | $59M | $57M | · | $47M | |
| Current Liabilities | $102M | $104M | $101M | $117M | $118M | $117M | $111M | $109M | $117M | $114M | · | $109M | $112M | $105M | · | $100M | |
| Capital Leases | $9M | $9M | $10M | $11M | $12M | $12M | $13M | $14M | $15M | $16M | · | $19M | $19M | $22M | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $7M | |
| Other Non-current Liabilities | $32M | $34M | $36M | $39M | $37M | $36M | $36M | $48M | $42M | $42M | · | $43M | $44M | $52M | · | $18M | |
| Total Liabilities | $649M | $654M | $655M | $675M | $675M | $675M | $670M | $680M | $683M | $682M | · | $679M | $685M | $688M | · | $659M | |
| Long-term Debt | $521M | $522M | $523M | $525M | $526M | $527M | $528M | $529M | $530M | $531M | · | $533M | $534M | $535M | · | $540M | |
| Total Debt | $521M | $522M | · | $525M | $526M | $527M | · | $529M | $530M | $531M | · | $533M | $534M | $535M | · | $540M | |
| Common Stock | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | · | $2.0K | $2.0K | $2.0K | · | $2.0K | |
| Paid-in Capital | $1.36B | $1.36B | $1.37B | $1.39B | $1.41B | $1.42B | $1.43B | $1.43B | $1.43B | $1.45B | · | $1.47B | $1.47B | $1.47B | · | $1.50B | |
| Retained Earnings | $-627M | $-636M | $-643M | $-650M | $-661M | $-669M | $-661M | $-649M | $-640M | $-636M | · | $-597M | $-596M | $-595M | · | $-555M | |
| AOCI | $-14M | $-14M | $-13M | $-13M | $-10M | $-14M | $-14M | $-7M | $-11M | $-12M | · | $-13M | $-11M | $-10M | · | $-18M | |
| Stockholders' Equity | $715M | $714M | $717M | $729M | $744M | $740M | $751M | $771M | $784M | $801M | $826M | $862M | $859M | $863M | $907M | $929M | |
| Liabilities + Equity | $1.36B | $1.37B | $1.37B | $1.40B | $1.42B | $1.41B | $1.42B | $1.45B | $1.47B | $1.48B | · | $1.54B | $1.54B | $1.55B | · | $1.59B | |
| Shares Outstanding | 176,601,707 | 177,250,834 | 178,111,971 | 180,040,377 | 182,188,973 | 183,034,613 | 183,725,236 | 183,821,161 | 184,581,163 | 186,161,386 | 186,934,000 | 188,927,445 | 188,636,381 | 188,773,974 | 191,447,000 | 193,937,954 |
Flujo de Efectivo 16
| 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 | $15M | $15M | $17M | $17M | $17M | $18M | $22M | $22M | $22M | $23M | $26M | $26M | $26M | $26M | $28M | $28M | |
| Stock-based Comp | $6M | $6M | $6M | $7M | $8M | $7M | $6M | $8M | $6M | $6M | $6M | $6M | $6M | $8M | $7M | $7M | |
| Amort. of Intangibles | · | $11M | $14M | $13M | $14M | $14M | $17M | $17M | $17M | $18M | $14M | $22M | $23M | $23M | $25M | $25M | |
| Other Non-cash | · | $-4M | · | · | · | $13M | · | · | · | $1M | · | · | · | $11.0K | · | · | |
| Operating Cash Flow | $29M | $25M | $21M | $33M | $27M | $31M | $48M | $28M | $24M | $13M | $36M | $27M | $28M | $13M | $27M | $14M | |
| CapEx | $629.0K | $856.0K | $293.0K | $941.0K | $499.0K | $493.0K | $254.0K | $172.0K | $634.0K | $402.0K | $897.0K | $939.0K | $725.0K | $476.0K | $411.0K | $590.0K | |
| Investing Cash Flow | $-9M | $-8M | $26M | $-43M | $-8M | $-6M | $-5M | $857.0K | $-5M | $-4M | $-6M | $-21M | $-6M | $-5M | $-4M | $-5M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Net Debt Issued | · | $-1M | · | · | · | $-1M | · | · | · | $-1M | · | · | · | $-1M | · | · | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-2M | |
| Stock Repurchased | $15M | $14M | $25M | $29M | $21M | $11M | $7M | $15M | $24M | $12M | $26M | $2M | $10M | $30M | $21M | $19M | |
| Net Stock Activity | · | $-14M | · | · | · | $-11M | · | · | · | $-12M | · | · | · | $-30M | · | · | |
| Financing Cash Flow | $-15M | $-16M | $-25M | $-33M | $-17M | $-12M | $-8M | $-17M | $-22M | $-12M | $-25M | $-2M | $-9M | $-30M | $-23M | $-22M | |
| Net Change in Cash | $4M | $-414.0K | $22M | $-44M | $3M | $13M | $34M | $12M | $-3M | $-3M | $5M | $4M | $14M | $-23M | $603.0K | $-14M | |
| Taxes Paid | $1M | $265.0K | $21.0K | $510.0K | $30.0K | $3M | $687.0K | $663.0K | $2M | $2M | $168.0K | $1M | $1M | $517.0K | $561.0K | $562.0K | |
| Free Cash Flow | · | $24M | · | · | · | $30M | · | · | · | $13M | · | · | · | $12M | · | · |
Rentabilidad 7
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 11.5% | 8.5% | · | 10.8% | 10.7% | 10.0% | · | 5.6% | 3.9% | -2.7% | · | 3.6% | 1.1% | -3.3% | · | -4.6% | |
| Net Margin | 6.4% | 4.9% | · | 7.5% | 5.5% | -5.4% | · | -5.2% | -1.9% | -9.6% | · | -0.35% | -0.53% | -12.9% | · | -10.0% | |
| Pretax Margin | 7.4% | 5.3% | · | 4.8% | 4.7% | 1.0% | · | -4.8% | -1.5% | -6.1% | · | -0.21% | -1.8% | -12.7% | · | -10.2% | |
| EBITDA Margin | 11.5% | 18.8% | · | 10.8% | 10.7% | 22.6% | · | 18.1% | 16.2% | 10.8% | · | 18.5% | 16.3% | 12.8% | · | 12.9% | |
| ROA | 0.70% | 0.52% | · | 0.78% | 0.56% | -0.53% | · | -0.61% | -0.22% | -1.1% | · | -0.04% | -0.06% | -2.7% | · | -1.0% | |
| ROE | 1.3% | 0.99% | · | 1.5% | 1.1% | -1.0% | · | -1.1% | -0.41% | -2.0% | · | -0.07% | -0.10% | -4.8% | · | -1.7% | |
| ROIC | 1.2% | 0.94% | · | 1.1% | 1.0% | 0.72% | · | 0.83% | 0.66% | -0.54% | · | 0.74% | 0.04% | -0.38% | · | -0.48% |
Liquidez y Solvencia 4
| 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 | 2.1 | 2.1 | · | 2.0 | 2.4 | 2.3 | · | 1.8 | 1.7 | 1.7 | · | 1.7 | 1.6 | 1.6 | · | 1.9 | |
| Quick Ratio | 1.7 | 1.6 | · | 1.2 | 1.6 | 1.5 | · | 1.4 | 1.2 | 1.2 | · | 1.3 | 1.2 | 1.1 | · | 1.4 | |
| Debt / Equity | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.6 | 0.6 | 0.6 | · | 0.6 | |
| LT Debt / Equity | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.7 | 0.7 | 0.7 | · | 0.6 | 0.6 | 0.6 | · | 0.6 |
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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | 0.1 | |
| Receivables Turnover | 4.2 | 4.2 | · | 3.4 | 3.4 | 3.5 | · | 3.5 | 3.5 | 3.5 | · | 3.5 | 3.4 | 6.7 | · | 3.9 |
Valoración (TTM) 13
| 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 | $595M | $585M | · | $578M | $571M | $561M | · | $593M | $623M | $644M | · | $664M | $647M | $620M | · | $587M | |
| Net Income TTM | $36M | $19M | · | $2M | $-12M | $-37M | · | $-29M | $-21M | $-39M | · | $-38M | $-50M | $-63M | · | $-79M | |
| Market Cap | $1.78B | $2.03B | · | $2.00B | $1.91B | $1.84B | · | $1.90B | $2.03B | $1.75B | · | $1.89B | $2.23B | $2.00B | · | $2.12B | |
| Enterprise Value | $2.16B | $2.42B | · | $2.42B | $2.29B | $2.22B | · | $2.33B | $2.47B | $2.19B | · | $2.34B | $2.68B | $2.46B | · | $2.57B | |
| P/E | 52.9 | 114.3 | · | 1113.0 | -150.0 | -50.4 | · | -64.8 | -99.8 | -47.1 | · | -52.8 | -45.5 | -32.1 | · | -26.0 | |
| P/S | 3.0 | 3.5 | · | 3.5 | 3.4 | 3.3 | · | 3.2 | 3.3 | 2.7 | · | 2.9 | 3.5 | 3.2 | · | 3.6 | |
| P/B | 2.5 | 2.8 | · | 2.8 | 2.6 | 2.5 | · | 2.5 | 2.6 | 2.2 | · | 2.2 | 2.6 | 2.3 | · | 2.3 | |
| P / Cash Flow | · | 82.4 | · | · | · | 60.1 | · | · | · | 131.9 | · | · | · | 157.3 | · | · | |
| P / FCF | · | 85.3 | · | · | · | 61.1 | · | · | · | 136.0 | · | · | · | 163.4 | · | · | |
| EV / EBITDA | 123.8 | 87.3 | · | 151.8 | 144.8 | 69.1 | · | 73.1 | 85.7 | 119.7 | · | 72.4 | 96.7 | 119.2 | · | 126.2 | |
| EV / FCF | · | 101.9 | · | · | · | 73.7 | · | · | · | 170.2 | · | · | · | 201.5 | · | · | |
| EV / Revenue | 3.6 | 4.1 | · | 4.2 | 4.0 | 4.0 | · | 3.9 | 4.0 | 3.4 | · | 3.5 | 4.2 | 4.0 | · | 4.4 | |
| Earnings Yield | 1.9% | 0.87% | · | 0.09% | -0.67% | -2.0% | · | -1.5% | -1.0% | -2.1% | · | -1.9% | -2.2% | -3.1% | · | -3.8% |
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 | $589M | $562M | $535M | $621M | $490M |
| Margen Operativo % | 10.1% | 0.04% | 0.36% | -4.9% | -5.5% |
| Beneficio neto | $18M | $-41M | $-46M | $-60M | $-82M |
| EPS Diluido | $0.10 | $-0.22 | $-0.24 | $-0.31 | $-0.82 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.7 | 0.7 | 0.6 | 0.6 | 0.6 |
| Ratio corriente | 2.1 | 2.0 | 1.5 | 1.7 | 1.7 |
| Ratio Rápido | 1.7 | 1.6 | 1.2 | 1.3 | 1.3 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $109M | $112M | $102M | $62M | $34M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 91 declarantes · $1.6B 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 |
|---|---|---|---|---|
| 13 (-4 vs trimestre anterior) | 15 (0 vs trimestre anterior) | 18 (-2 vs trimestre anterior) | 27 (+1 vs trimestre anterior) | +647K |
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 |
|---|---|---|---|---|
| PSG Equity L.L.C. | $859 773 031 | 85 464 516 | 52,88% | Acciones |
| Silver Lake Group, L.L.C. | $674 876 468 | 67 085 136 | 41,51% | Acciones |
| Standard Investments LLC | $61 516 900 | 6 115 000 | 3,78% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $5 106 359 | 507 457 | 0,31% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4 328 838 | 430 302 | 0,27% | Acciones |
| STATE STREET CORP | $4 166 128 | 414 128 | 0,26% | Acciones |
| CoreCap Advisors, LLC | $2 716 190 | 269 999 | 0,17% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $2 024 042 | 201 197 | 0,12% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1 443 228 | 143 462 | 0,09% | Acciones |
| VANGUARD GROUP INC | $1 268 026 | 104 709 | 0,08% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 092 053 | 108 554 | 0,07% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 002 258 | 99 628 | 0,06% | Acciones |
| XTX Topco Ltd | $837 394 | 83 240 | 0,05% | Acciones |
| Quantinno Capital Management LP | $526 581 | 52 344 | 0,03% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $405 765 | 35 500 | 0,02% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $405 086 | 40 267 | 0,02% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $402 400 | 40 000 | 0,02% | Acciones |
| Nuveen Asset Management, LLC | $397 802 | 36 131 | 0,02% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $377 954 | 37 570 | 0,02% | Acciones |
| Cornerstone Investment Partners, LLC | $230 907 | 22 953 | 0,01% | Acciones |
| GOLDMAN SACHS GROUP INC | $212 256 | 21 099 | 0,01% | Acciones |
| Engineers Gate Manager LP | $209 459 | 20 821 | 0,01% | Acciones |
| RHUMBLINE ADVISERS | $199 549 | 19 837 | 0,01% | Acciones |
| ExodusPoint Capital Management, LP | $181 231 | 18 015 | 0,01% | Acciones |
| MIRABELLA FINANCIAL SERVICES LLP | $174 863 | 17 382 | 0,01% | Acciones |
| RIA Advisory Group LLC | $171 171 | 17 015 | 0,01% | Acciones |
| Cubist Systematic Strategies, LLC | $157 556 | 14 156 | 0,01% | Acciones |
| Quinn Opportunity Partners LLC | $150 900 | 15 000 | 0,01% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $138 416 | 13 759 | 0,01% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $135 508 | 13 470 | 0,01% | Acciones |
| BANK OF AMERICA CORP /DE/ | $124 603 | 12 386 | 0,01% | Acciones |
| Edgestream Partners, L.P. | $104 654 | 10 403 | 0,01% | Acciones |
| Investors Research Corp | $100 835 | 8 822 | 0,01% | Acciones |
| Bank of New York Mellon Corp | $83 578 | 8 308 | 0,01% | Acciones |
| Vanguard Global Advisers, LLC | $75 038 | 7 459 | 0,00% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $66 305 | 6 591 | 0,00% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $62 342 | 6 197 | 0,00% | Acciones |
| CITIGROUP INC | $59 042 | 5 869 | 0,00% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $51 537 | 5 123 | 0,00% | Acciones |
| BlackRock, Inc. | $47 855 | 4 757 | 0,00% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $46 206 | 4 593 | 0,00% | Acciones |
| AlphaQuest LLC | $42 991 | 3 550 | 0,00% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $42 542 | 3 722 | 0,00% | Acciones |
| MORGAN STANLEY | $37 876 | 3 765 | 0,00% | Acciones |
| Tower Research Capital LLC (TRC) | $25 492 | 2 534 | 0,00% | Acciones |
| FMR LLC | $25 432 | 2 528 | 0,00% | Acciones |
| NORTHERN TRUST CORP | $25 331 | 2 518 | 0,00% | Acciones |
| Point72 Asia (Singapore) Pte. Ltd. | $24 609 | 2 211 | 0,00% | Acciones |
| BARCLAYS PLC | $18 591 | 1 848 | 0,00% | Acciones |
| GROUP ONE TRADING LLC | $17 877 | 1 777 | 0,00% | Acciones |
| GAMMA Investing LLC | $16 770 | 1 667 | 0,00% | Acciones |
| Ameritas Investment Partners, Inc. | $15 090 | 1 500 | 0,00% | Acciones |
| Legal & General Group Plc | $13 722 | 1 364 | 0,00% | Acciones |
| CWM, LLC | $12 264 | 1 073 | 0,00% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $9 087 | 795 | 0,00% | Acciones |
| UBS Group AG | $8 269 | 822 | 0,00% | Acciones |
| JPMORGAN CHASE & CO | $7 878 | 813 | 0,00% | Acciones |
| Versant Capital Management, Inc | $4 467 | 444 | 0,00% | Acciones |
| ROYAL BANK OF CANADA | $4 000 | 427 | 0,00% | Acciones |
| Russell Investments Group, Ltd. | $3 863 | 384 | 0,00% | Acciones |
| DEUTSCHE BANK AG\ | $3 843 | 382 | 0,00% | Acciones |
| Nuveen, LLC | $3 833 | 381 | 0,00% | Acciones |
| Lindbrook Capital, LLC | $3 457 | 343 | 0,00% | Acciones |
| Optiver Holding B.V. | $3 058 | 304 | 0,00% | Acciones |
| Arax Advisory Partners | $3 038 | 302 | 0,00% | Acciones |
| 1620 INVESTMENT ADVISORS, INC. | $1 881 | 187 | 0,00% | Acciones |
| MassMutual Private Wealth & Trust, FSB | $1 408 | 140 | 0,00% | Acciones |
| Sterling Capital Management LLC | $734 | 73 | 0,00% | Acciones |
| OSAIC HOLDINGS, INC. | $522 | 52 | 0,00% | Acciones |
| Allworth Financial LP | $403 | 40 | 0,00% | Acciones |
| ROTHSCHILD INVESTMENT LLC | $382 | 38 | 0,00% | Acciones |
| NISA INVESTMENT ADVISORS, LLC | $352 | 35 | 0,00% | Acciones |
| SBI Securities Co., Ltd. | $332 | 33 | 0,00% | Acciones |
| Pinnacle Wealth Planning Services, Inc. | $312 | 31 | 0,00% | Acciones |
| PNC Financial Services Group, Inc. | $252 | 25 | 0,00% | Acciones |
| US BANCORP \DE\ | $201 | 20 | 0,00% | Acciones |
| Integrated Wealth Concepts LLC | $191 | 19 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $171 | 17 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $171 | 17 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $141 | 14 | 0,00% | Acciones |
| PRICE T ROWE ASSOCIATES INC /MD/ | $106 | 10 523 | 0,00% | Acciones |
| Transamerica Financial Advisors, LLC | $90 | 9 | 0,00% | Acciones |
| State of Alaska, Department of Revenue | $85 | 8 523 | 0,00% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $80 | 8 | 0,00% | Acciones |
| WELLS FARGO & COMPANY/MN | $70 | 7 | 0,00% | Acciones |
| Sunbelt Securities, Inc. | $69 | 6 | 0,00% | Acciones |
| HARBOR CAPITAL ADVISORS, INC. | $60 | 5 979 | 0,00% | Acciones |
| Clearstead Advisors, LLC | $51 | 5 | 0,00% | Acciones |
| Essential Partners LLC | $50 | 5 | 0,00% | Acciones |
| JFS WEALTH ADVISORS, LLC | $46 | 4 | 0,00% | Acciones |
| Covestor Ltd | $1 | 55 | 0,00% | Acciones |
Informantes de la empresa 18 insiders · 9 directivos · 7 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Ryan H Siurek | Chief Financial Officer | 17 de agosto de 2026 S | 347 309 | 0 | 1 | $-171 651 |
| Marc Christopher Thompson | Chief Financial Officer | 3 de septiembre de 2024 F | 1 173 870 | 0 | 0 | $0 |
| Evan Berlin | Chief Operating Officer | 31 de diciembre de 2024 F | 238 376 | 0 | 0 | $0 |
| Stone Koffi De Souza | Chief Operating Officer | 1 de marzo de 2022 A | 74 478 | 0 | 0 | $0 |
| Shane Driggers | Chief Human Resources Officer | 5 de marzo de 2024 S | 163 478 | 0 | 0 | $0 |
| Sarah Michelle Jordan | Chief Marketing Officer | 4 de marzo de 2024 S | 161 413 | 0 | 0 | $0 |
| Samuel Christopher Alaimo | Chief Technology Officer | 3 de octubre de 2023 S | 153 038 | 0 | 0 | $0 |
| Lee Dabberdt | Chief Accounting Officer | 3 de abril de 2023 S | 103 427 | 0 | 0 | $0 |
| Lisa M. Sterling | Chief Admin and HR Officer | 20 de septiembre de 2021 A | 5 882 | 0 | 0 | $0 |
| Eric Richard Remer | Consejero | 18 de agosto de 2026 S | 5 482 246 | 0 | 47 | $-5 728 709 |
| Penny Rose Baldwin-Leonard | Consejero | 18 de junio de 2026 A | 99 811 | 0 | 0 | $0 |
| Amy Guggenheim Shenkan | Consejero | 18 de junio de 2026 A | 72 245 | 0 | 0 | $0 |
| Richard A Simonson | Consejero | 18 de junio de 2026 A | 99 811 | 0 | 0 | $0 |
| Alexi Wellman | Consejero | 23 de septiembre de 2024 A | 13 865 | 0 | 0 | $0 |
| Debby Soo | Consejero | 20 de junio de 2024 A | 35 935 | 0 | 0 | $0 |
| Kimberly N Ellison-Taylor | Consejero | 21 de junio de 2023 A | 36 157 | 0 | 0 | $0 |
| Lisa E Storey | — | 14 de agosto de 2026 S | 222 586 | 0 | 1 | $-170 290 |
| Matthew David Feierstein | — | 6 de agosto de 2026 S | 1 996 679 | 0 | 15 | $-1 859 223 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 20 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 |
|---|---|---|---|---|
| HAPS · Harbor ETF Trust | 0,03% | 4 477 NS | 30 de abril de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 14 118 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,01% | 116 988 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 20 432 NS | 31 de mayo de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 70 170 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,01% | 6 446 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,00% | 365 483 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,00% | 88 203 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,00% | 677 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 530 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 536 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,00% | 21 003 SH | 8 de agosto de 2026 | Diario |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 859 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 13 NS | 31 de mayo de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 11 531 SH | 8 de agosto de 2026 | Diario |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 10 445 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 201 197 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,00% | 82 946 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 514 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 050 SH | 8 de agosto de 2026 | Diario |