EVER EverQuote, Inc. - Class A Common Stock
$24,79
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 4, 2026
Rango 52S
$14–$29
73% of range
Calificación del Analista
BUY
13 analysts
Precio Objetivo
$29
+17% upside
P/E (TTM)
10.3
ROE
48.6%
Margen de Beneficio Neto
14.3%
EVER Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$24.79
Capitalización Bursátil
—
P/E (TTM)
10.3
BPA (TTM)
$2.63
Ingresos (TTM)
$693M
Rendimiento div.
—
ROE
48.6%
Deuda/Capital
—
Rango 52S
$14 – $29
EVER 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
$693M
2017-12-31
→
2025-12-31
BPA
$2.63
2019-12-31
→
2025-12-31
Flujo de caja libre
$90M
2018-12-31
→
2025-12-31
Márgenes
14.3%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
EVER
Mediana de Pares
P/E (TTM)
10.3
15.1
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
EVER
Mediana de Pares
Operating Margin (Margen Operativo)
8.4%
—
Net Profit Margin (Margen de Beneficio Neto)
14.3%
3.5%
ROA
37.0%
3.0%
ROE
48.6%
3.9%
ROIC
39.4%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
EVER
Mediana de Pares
Current Ratio (Ratio corriente)
2.9
1.6
Quick Ratio (Ratio Rápido)
2.8
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
EVER
Mediana de Pares
Revenue YoY (Ingresos interanuales)
38.5%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
19.7%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
14.8%
—
EPS YoY (EPS interanual)
198.9%
—
Net Income YoY (Beneficio Neto interanual)
208.7%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
EVER
Mediana de Pares
EVER Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
13 analistas
- Compra fuerte 2 15,4%
- Compra 8 61,5%
- Mantener 3 23,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-13
Mediana
$28.00
Media
$29.00
← Por Debajo de Todos los Objetivos
$24.79
Mín
$25.00
Máx
$34.00
Objetivo mediano
$28.00
+12,9%
Objetivo medio
$29.00
+17,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.20%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.53 | $0.55 | -0.02% |
| 31 de marzo de 2026 | $0.51 | $0.45 | 0.06% |
| 31 de diciembre de 2025 | $1.54 | $0.37 | 1.2% |
| 30 de septiembre de 2025 | $0.50 | $0.39 | 0.11% |
| 30 de junio de 2025 | $0.39 | $0.36 | 0.03% |
| 31 de marzo de 2025 | $0.21 | $0.34 | -0.13% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| EVER | — | 10.3 | 38.5% | 14.3% | 48.6% | — |
| QNST | $920M | 201.2 | 78.3% | 0.43% | 2.0% | 10.1% |
| GTM | $3.13B | 26.8 | 2.9% | 9.9% | 8.1% | 84.0% |
| FUBO | $5.13B | -28.0 | 18.6% | -10.6% | -31.6% | — |
| TBLA | — | — | — | — | — | — |
| NXDR | — | -15.0 | 4.2% | -21.0% | -12.6% | — |
| MAX | — | 33.2 | 28.8% | 2.3% | 783.8% | — |
| CARS | $715M | 38.1 | 0.57% | 2.8% | 4.2% | — |
| BMBL | — | -0.6 | -9.9% | -71.8% | -99.4% | — |
| ZIP | $278M | -10.5 | -5.3% | -7.3% | 46.1% | 89.2% |
| GOOGL | $3.78T | 29.0 | 15.1% | 32.8% | 34.0% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $693M | $500M | $288M | $404M | $419M | $347M | $249M | $163M | $126M | |
| Cost of Revenue | $19M | $21M | $22M | $24M | $24M | $21M | $16M | $12M | $8M | |
| R&D Expense | $32M | $30M | $28M | $32M | $36M | $30M | $20M | $14M | $9M | |
| SG&A Expense | $34M | $30M | $26M | $28M | $25M | $20M | $17M | $11M | $5M | |
| Operating Expenses | $634M | $468M | $340M | $429M | $440M | $359M | $257M | $177M | $131M | |
| Operating Income | $58M | $32M | $-52M | $-25M | $-22M | $-12M | $-8M | $-14M | $-5M | |
| Interest Expense | · | · | · | · | · | · | · | $199.0K | $382.0K | |
| Interest Income | $4M | $2M | $1M | $349.0K | $37.0K | $189.0K | · | $320.0K | · | |
| Other Non-op | $-87.0K | $178.0K | $14.0K | $23.0K | $-57.0K | $291.0K | $263.0K | $121.0K | $-382.0K | |
| Pretax Income | $62M | $34M | $-51M | $-24M | $-22M | $-11M | $-7M | · | · | |
| Income Tax | $-37M | $2M | $577.0K | · | $-3M | $0 | $0 | $0 | $0 | |
| Net Income | $99M | $32M | $-51M | $-24M | $-19M | $-11M | $-7M | $-14M | $-5M | |
| EPS (Basic) | $2.75 | $0.92 | $-1.54 | $-0.77 | $-0.67 | $-0.41 | $-0.28 | · | · | |
| EPS (Diluted) | $2.63 | $0.88 | $-1.54 | $-0.77 | $-0.67 | $-0.41 | $-0.28 | · | · | |
| Shares (Basic) | 36,141,000 | 35,007,000 | 33,350,000 | 31,613 | 29,088 | 27,329 | 25,759 | · | · | |
| Shares (Diluted) | 37,753,000 | 36,646,000 | 33,350,000 | 31,613 | 29,088 | 27,329 | 25,759 | · | · | |
| EBITDA | $58M | $32M | $-52M | $-25M | $-22M | · | $-8M | $-14M | · |
Balance general 22
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $171M | $102M | $38M | $31M | $35M | $43M | $46M | $42M | $2M | |
| Receivables | $75M | $61M | $21M | $30M | $36M | $46M | $32M | $17M | $15M | |
| Prepaid Expense | $10M | $5M | $6M | $7M | $5M | $8M | $7M | $1M | $593.0K | |
| Current Assets | $256M | $172M | $69M | $81M | $85M | $97M | $85M | $61M | $18M | |
| PP&E (Net) | $8M | $6M | $6M | $6M | $6M | $6M | $5M | $4M | $2M | |
| PP&E (Gross) | $22M | $18M | $20M | $20M | $18M | $15M | $13M | $11M | $7M | |
| Accum. Depreciation | $14M | $12M | $14M | $13M | $12M | $9M | $7M | $6M | $5M | |
| Goodwill | $22M | $22M | $22M | $22M | $22M | $10M | · | · | · | |
| Intangibles | $0 | $3M | $5M | $8M | $10M | $3M | · | · | · | |
| Other Non-current Assets | $183.0K | $320.0K | $29.0K | $450.0K | $681.0K | $3M | $691.0K | $715.0K | $740.0K | |
| Total Assets | $327M | $211M | $111M | $157M | $144M | $129M | $91M | $66M | $21M | |
| Accounts Payable | $77M | $60M | $17M | $31M | $30M | $33M | $24M | $17M | $12M | |
| Current Liabilities | $87M | $73M | $30M | $45M | $47M | $47M | $38M | $21M | $15M | |
| Capital Leases | $1M | $3M | $70.0K | $4M | $6M | $8M | · | · | · | |
| Deferred Tax | $281.0K | $0 | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | · | · | $0 | $125.0K | $6M | $3M | $1M | · | · | |
| Total Liabilities | $89M | $75M | $30M | $49M | $58M | $58M | $39M | $23M | $20M | |
| Long-term Debt | · | · | · | · | · | · | · | · | $5M | |
| Retained Earnings | $-82M | $-181M | $-213M | $-162M | $-138M | $-118M | $-107M | $-100M | $-51M | |
| AOCI | $126.0K | $0 | $29.0K | $-6.0K | $10.0K | $-7.0K | · | · | · | |
| Stockholders' Equity | $238M | $135M | $81M | $107M | $85M | $71M | $52M | $43M | $-51M | |
| Liabilities + Equity | $327M | $211M | $111M | $157M | $144M | $129M | $91M | $66M | $21M |
Flujo de Efectivo 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $6M | $6M | $6M | $5M | $3M | $2M | $1M | $1M | |
| Stock-based Comp | $24M | $21M | $24M | $29M | $30M | $24M | $13M | $7M | $2M | |
| Deferred Tax | $-38M | · | · | · | $-3M | · | · | · | · | |
| Amort. of Intangibles | $400.0K | $2M | $2M | $2M | $2M | $500.0K | · | · | · | |
| Restructuring | · | · | $24M | · | · | · | · | · | · | |
| Operating Cash Flow | $95M | $67M | $-3M | $-16M | $7M | $11M | $4M | $-2M | $-2M | |
| CapEx | $5M | $4M | $4M | $4M | $3M | $4M | $3M | $4M | $1M | |
| Investing Cash Flow | $-5M | $-4M | $9M | $-4M | $-19M | $-19M | $-3M | $-4M | $-1M | |
| Stock Repurchased | $21M | · | · | · | · | · | · | · | $9M | |
| Net Stock Activity | $-21M | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-21M | $2M | $577.0K | $16M | $4M | $5M | $3M | $45M | $-7M | |
| Net Change in Cash | $69M | $64M | $7M | $-4M | $-8M | $-3M | $4M | · | · | |
| Taxes Paid | $3M | $2M | $589.0K | $175.0K | · | · | · | · | · | |
| Free Cash Flow | $90M | $62M | $-7M | $-20M | $4M | · | $1M | $-6M | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 8.4% | 6.3% | -18.1% | -6.1% | -5.2% | · | -1203.1% | -8.5% | · | |
| Net Margin | 14.3% | 6.4% | -17.8% | -6.0% | -4.6% | · | -1063.8% | -8.4% | · | |
| Pretax Margin | 8.9% | 6.8% | -17.6% | -6.0% | -5.2% | · | · | · | · | |
| EBITDA Margin | 8.4% | 6.3% | -18.1% | -6.1% | -5.2% | · | -1203.1% | -8.5% | · | |
| ROA | 37.0% | 20.0% | -38.4% | -16.3% | -14.3% | · | -9.1% | -32.0% | · | |
| ROE | 48.6% | 25.4% | -63.0% | -22.7% | -22.7% | · | -14.2% | -30.6% | · | |
| ROIC | 39.4% | 22.2% | -65.0% | · | -22.8% | · | · | · | · |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.9 | 2.4 | 2.3 | 1.8 | 1.8 | · | 2.2 | 2.8 | · | |
| Quick Ratio | 2.8 | 2.2 | 2.0 | 1.3 | 1.5 | · | 2.0 | 2.8 | · | |
| Interest Coverage | · | · | · | · | · | · | · | -69.9 | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.6 | 3.1 | 2.2 | 2.7 | 3.1 | · | 0.0 | 3.8 | · | |
| Receivables Turnover | 10.1 | 12.1 | 11.3 | 12.4 | 10.2 | · | 0.0 | 10.2 | · |
Tasas de Crecimiento 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 38.5% | 73.7% | -28.7% | -3.4% | 20.6% | · | · | · | · | |
| Revenue CAGR 3Y | 19.7% | 6.1% | -6.0% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.8% | · | · | · | · | · | · | · | · | |
| EPS YoY | 198.9% | · | · | · | · | · | · | · | · | |
| Net Income YoY | 208.7% | · | · | · | · | · | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $693M | $500M | $288M | $404M | $419M | $347M | $249M | $163M | · | |
| Net Income TTM | $99M | $32M | $-51M | $-24M | $-19M | $-11M | $-7M | $-14M | · | |
| P/E | 10.3 | 22.7 | -7.9 | -19.1 | -23.4 | -91.1 | -122.7 | · | · | |
| Earnings Yield | 9.7% | 4.4% | -12.6% | -5.2% | -4.3% | -1.1% | -0.82% | · | · |
Estado de resultados 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $195M | $191M | $195M | $174M | $157M | $167M | $147M | $145M | $117M | $91M | $56M | $55M | $68M | $109M | $88M | $103M | |
| Cost of Revenue | $4M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $6M | |
| R&D Expense | $9M | $9M | $8M | $8M | $8M | $7M | $8M | $8M | $7M | $7M | $6M | $6M | $7M | $8M | $7M | $8M | |
| SG&A Expense | $10M | $9M | $9M | $8M | $8M | $8M | $8M | $8M | $8M | $7M | $7M | $6M | $6M | $8M | $7M | $7M | |
| Operating Expenses | $172M | $167M | $177M | $156M | $142M | $159M | $135M | $133M | $111M | $89M | $62M | $84M | $81M | $112M | $97M | $110M | |
| Operating Income | $23M | $23M | $19M | $18M | $14M | $8M | $12M | $12M | $6M | $2M | $-7M | $-29M | $-13M | $-2M | $-9M | $-7M | |
| Interest Income | $1M | $961.0K | $956.0K | $992.0K | $918.0K | $708.0K | $683.0K | $554.0K | $456.0K | $386.0K | $382.0K | $411.0K | $271.0K | $187.0K | $191.0K | $113.0K | |
| Other Non-op | $-25.0K | $-13.0K | $-22.0K | $-12.0K | $-22.0K | $-31.0K | $24.0K | $53.0K | $60.0K | $41.0K | $9.0K | $20.0K | $-16.0K | $1.0K | $-6.0K | $26.0K | |
| Pretax Income | $25M | $24M | $20M | $19M | $15M | $9M | $13M | $12M | $7M | $2M | $-6M | $-29M | $-13M | $-2M | $-8M | $-6M | |
| Income Tax | $5M | $6M | $-38M | $-345.0K | $363.0K | $684.0K | $428.0K | $719.0K | $406.0K | $286.0K | $-23.0K | $236.0K | $78.0K | $286.0K | · | · | |
| Net Income | $19M | $19M | $58M | $19M | $15M | $8M | $12M | $12M | $6M | $2M | $-6M | $-29M | $-13M | $-3M | $-8M | $-6M | |
| EPS (Basic) | $0.55 | $0.52 | $1.61 | $0.52 | $0.40 | $0.22 | $0.35 | $0.33 | $0.18 | $0.06 | $-0.19 | $-0.87 | $-0.40 | $-0.08 | $-0.26 | $-0.20 | |
| EPS (Diluted) | $0.53 | $0.51 | $1.53 | $0.50 | $0.39 | $0.21 | $0.35 | $0.31 | $0.17 | $0.05 | $-0.19 | $-0.87 | $-0.40 | $-0.08 | $-0.26 | $-0.20 | |
| Shares (Basic) | 35,178,000 | 35,947,000 | -149,206 | 36,218,000 | 36,327,000 | 35,879,000 | -296,297 | 35,234,000 | 34,910 | 34,387 | 33,250,430 | 33,549 | 33,129 | 32,892 | -32,038,435 | 32,008,000 | |
| Shares (Diluted) | 36,159,000 | 36,942,000 | -53,681 | 37,731,000 | 38,014,000 | 37,667,000 | -640,306 | 37,214,000 | 36,698 | 35,608 | 33,250,430 | 33,549 | 33,129 | 32,892 | -32,038,435 | 32,008,000 | |
| EBITDA | $23M | $23M | · | $18M | $14M | $8M | · | $12M | $6M | $2M | · | $-29M | $-13M | $-2M | · | $-7M |
Balance general 21
| 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 | $192M | $178M | $171M | $146M | $148M | $125M | $102M | $83M | $61M | $49M | · | $39M | $31M | $29M | · | $37M | |
| Receivables | $76M | $72M | $75M | $68M | $55M | $62M | $61M | $48M | $48M | $38M | · | $22M | $22M | $39M | · | $40M | |
| Prepaid Expense | $9M | $7M | $10M | $10M | $6M | $5M | $5M | $5M | $4M | $5M | · | $4M | $5M | $5M | · | $15M | |
| Current Assets | $278M | $257M | $256M | $224M | $209M | $194M | $172M | $140M | $117M | $96M | · | $70M | $71M | $85M | · | $92M | |
| PP&E (Net) | $9M | $9M | $8M | $8M | $7M | $6M | $6M | $6M | $6M | $6M | · | $6M | $7M | $7M | · | $6M | |
| PP&E (Gross) | · | · | $22M | · | · | · | $18M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $14M | · | · | · | $12M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | · | $22M | $22M | $22M | · | $22M | |
| Intangibles | · | · | $0 | $0 | $0 | $3M | $3M | $4M | $4M | $5M | · | $6M | $7M | $7M | · | $9M | |
| Other Non-current Assets | $183.0K | $183.0K | $183.0K | $320.0K | $320.0K | $320.0K | $320.0K | $320.0K | $320.0K | $29.0K | · | $414.0K | $414.0K | $414.0K | · | $29M | |
| Total Assets | $341M | $324M | $327M | $256M | $241M | $232M | $211M | $181M | $158M | $135M | · | $114M | $145M | $160M | · | $164M | |
| Accounts Payable | $70M | $68M | $77M | $68M | $59M | $57M | $60M | $47M | $42M | $33M | · | $21M | $23M | $31M | · | $37M | |
| Current Liabilities | $83M | $82M | $87M | $79M | $69M | $80M | $73M | $60M | $55M | $47M | · | $32M | $38M | $46M | · | $52M | |
| Capital Leases | $565.0K | $972.0K | $1M | $2M | $2M | $2M | $3M | $3M | $2M | $18.0K | · | $120.0K | $2M | $3M | · | $4M | |
| Deferred Tax | $271.0K | $275.0K | $281.0K | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | · | · | · | · | · | · | · | · | · | · | · | · | · | $37.0K | · | $418.0K | |
| Total Liabilities | $84M | $83M | $89M | $81M | $71M | $83M | $75M | $63M | $57M | $47M | · | $32M | $40M | $49M | · | $57M | |
| Retained Earnings | $-44M | $-63M | $-82M | $-140M | $-158M | $-173M | $-181M | $-193M | $-205M | $-211M | · | $-207M | $-178M | $-165M | · | $-154M | |
| AOCI | $74.0K | $74.0K | $126.0K | $126.0K | $172.0K | $53.0K | $0 | $105.0K | $23.0K | $21.0K | · | $-6.0K | $21.0K | $7.0K | · | $-41.0K | |
| Stockholders' Equity | $257M | $241M | $238M | $175M | $170M | $150M | $135M | $118M | $101M | $88M | $81M | $82M | $106M | $112M | $107M | $107M | |
| Liabilities + Equity | $341M | $324M | $327M | $256M | $241M | $232M | $211M | $181M | $158M | $135M | · | $114M | $145M | $160M | · | $164M |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $971.0K | $785.0K | $861.0K | $811.0K | $918.0K | $1M | $2M | $2M | $1M | $1M | $1M | $2M | $1M | $1M | $2M | $1M | |
| Stock-based Comp | $6M | $5M | $6M | $7M | $7M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $7M | $7M | $7M | $7M | |
| Deferred Tax | $4M | $4M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Amort. of Intangibles | · | · | · | · | $100.0K | $300.0K | · | · | · | · | · | · | · | · | · | · | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $-21.0K | $20M | $4M | · | · | · | |
| Operating Cash Flow | $24M | $30M | $27M | $20M | $25M | $23M | $20M | $24M | $12M | $10M | $-792.0K | $-4M | $3M | $-1M | $-5M | $-4M | |
| CapEx | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $852.0K | $770.0K | $852.0K | $966.0K | $1M | $1M | $1M | $1M | |
| Investing Cash Flow | $-2M | $-2M | $-1M | $-1M | $-1M | $-1M | $-1M | $-1M | $-852.0K | $-770.0K | $-852.0K | $12M | $-1M | $-1M | $-1M | $-1M | |
| Stock Repurchased | $9M | $20M | $0 | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-20M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-9M | $-21M | $-237.0K | $-21M | $-613.0K | $669.0K | $155.0K | $-219.0K | $772.0K | $999.0K | $536.0K | $-67.0K | $-49.0K | $157.0K | $191.0K | $94.0K | |
| Net Change in Cash | $14M | $7M | $26M | $-2M | $23M | $23M | $19M | $22M | $12M | $11M | $-1M | $8M | $2M | $-2M | $-6M | $-5M | |
| Free Cash Flow | · | $28M | · | · | · | $22M | · | · | · | $10M | · | · | · | $-2M | · | · |
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 | 12.0% | 12.3% | · | 10.1% | 9.0% | 4.8% | · | 8.1% | 5.4% | 1.9% | · | -53.5% | -19.7% | -2.2% | · | -6.4% | |
| Net Margin | 9.8% | 9.8% | · | 10.8% | 9.4% | 4.8% | · | 8.0% | 5.5% | 2.1% | · | -53.1% | -19.4% | -2.3% | · | -6.2% | |
| Pretax Margin | 12.6% | 12.8% | · | 10.7% | 9.6% | 5.2% | · | 8.5% | 5.8% | 2.4% | · | -52.7% | -19.3% | -2.1% | · | -6.2% | |
| EBITDA Margin | 12.0% | 12.3% | · | 10.1% | 9.0% | 4.8% | · | 8.1% | 5.4% | 1.9% | · | -53.5% | -19.7% | -2.2% | · | -6.4% | |
| ROA | 6.6% | 6.7% | · | 8.6% | 7.4% | 4.3% | · | 7.8% | 4.2% | 1.3% | · | -21.0% | -8.6% | -1.5% | · | -4.1% | |
| ROE | 9.0% | 9.6% | · | 12.9% | 10.8% | 6.7% | · | 11.6% | 6.2% | 1.9% | · | -30.9% | -12.5% | -2.4% | · | -6.7% | |
| ROIC | 7.2% | 7.4% | · | 10.2% | 8.1% | 4.9% | · | 9.3% | 5.9% | 1.7% | · | -36.2% | -12.7% | -2.5% | · | · |
Liquidez y Solvencia 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.3 | 3.1 | · | 2.8 | 3.0 | 2.4 | · | 2.3 | 2.1 | 2.0 | · | 2.2 | 1.9 | 1.8 | · | 1.8 | |
| Quick Ratio | 3.2 | 3.1 | · | 2.7 | 2.9 | 2.3 | · | 2.2 | 2.0 | 1.8 | · | 1.9 | 1.4 | 1.5 | · | 1.5 |
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 | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.9 | · | 1.0 | 0.8 | 0.6 | · | 0.4 | 0.4 | 0.7 | · | 0.7 | |
| Receivables Turnover | 3.0 | 2.9 | · | 3.0 | 3.0 | 3.3 | · | 4.1 | 3.3 | 2.4 | · | 1.8 | 2.3 | 2.5 | · | 2.4 |
Valoración (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $717M | $688M | · | $642M | $585M | $519M | · | $408M | $331M | $323M | · | $335M | $382M | $425M | · | $423M | |
| Net Income TTM | $71M | $60M | · | $53M | $41M | $28M | · | $-9M | $-34M | $-43M | · | $-51M | $-26M | $-18M | · | $-21M | |
| P/E | 12.3 | 9.6 | · | 16.2 | 22.4 | 35.4 | · | -62.0 | -19.9 | -14.3 | · | -4.7 | -8.1 | -23.6 | · | -9.9 | |
| Earnings Yield | 8.1% | 10.4% | · | 6.2% | 4.5% | 2.8% | · | -1.6% | -5.0% | -7.0% | · | -21.4% | -12.3% | -4.2% | · | -10.1% |
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 | $693M | $500M | $288M | $404M | $419M |
| Margen Operativo % | 8.4% | 6.3% | -18.1% | -6.1% | -5.2% |
| Beneficio neto | $99M | $32M | $-51M | $-24M | $-19M |
| EPS Diluido | $2.63 | $0.88 | $-1.54 | $-0.77 | $-0.67 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 2.9 | 2.4 | 2.3 | 1.8 | 1.8 |
| Ratio Rápido | 2.8 | 2.2 | 2.0 | 1.3 | 1.5 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $90M | $62M | $-7M | $-20M | $4M |
Últimas noticias Noticias recientes que mencionan a esta empresa
- Jim Cramer dice "Nunca descartes a este hombre" mientras Elon Musk califica a Starlink V3 de "revolucionario" tras el lanzamiento de los satélites de próxima generación de SpaceX
- La muerte silenciosa del consumismo consciente, desde Everlane y Allbirds hasta Beyond Meat
- EverQuote Ve Cómo la Recuperación de las Aseguradoras Impulsa el Crecimiento Hacia los $1.000 Millones en Ingresos
- EverQuote (EVER) Transcripción de ganancias del primer trimestre de 2026
- El CEO de EverCommerce Vende Más de 19,000 Acciones. ¿Qué Significa Esto para los Inversores?
- EverQuote Inc Revela Aumento en el Resultado Final del Q1
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Propietarios institucionales (13F) 262 declarantes · $488.8M 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 |
|---|---|---|---|---|
| 53 (+15 vs trimestre anterior) | 22 (-27 vs trimestre anterior) | 95 (+7 vs trimestre anterior) | 68 (0 vs trimestre anterior) | +4.6M |
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 |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | $31 144 962 | 1 259 400 | 6,37% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $28 333 652 | 1 190 990 | 5,80% | Acciones |
| MACKENZIE FINANCIAL CORP | $20 770 312 | 873 069 | 4,25% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $20 107 000 | 845 187 | 4,11% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $18 500 508 | 777 659 | 3,78% | Acciones |
| STATE STREET CORP | $17 061 641 | 717 177 | 3,49% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15 935 327 | 669 833 | 3,26% | Acciones |
| EMERALD ADVISERS, LLC | $15 509 224 | 651 922 | 3,17% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $15 048 483 | 632 555 | 3,08% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $14 974 229 | 629 306 | 3,06% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $12 924 607 | 543 279 | 2,64% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $11 024 357 | 463 403 | 2,26% | Acciones |
| GILDER GAGNON HOWE & CO LLC | $10 945 184 | 460 075 | 2,24% | Acciones |
| EMERALD MUTUAL FUND ADVISERS TRUST | $9 451 006 | 397 268 | 1,93% | Acciones |
| GOLDMAN SACHS GROUP INC | $8 760 049 | 368 224 | 1,79% | Acciones |
| DEUTSCHE BANK AG\ | $8 082 510 | 339 744 | 1,65% | Acciones |
| Hillsdale Investment Management Inc. | $6 118 788 | 257 200 | 1,25% | Acciones |
| VestGen Advisors, LLC | $5 862 356 | 246 421 | 1,20% | Acciones |
| Occam Crest Management LP | $5 848 699 | 217 991 | 1,20% | Acciones |
| JACOBS ASSET MANAGEMENT, LLC | $5 695 516 | 239 408 | 1,17% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $5 657 928 | 237 828 | 1,16% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5 649 625 | 237 479 | 1,16% | Acciones |
| JANE STREET GROUP, LLC | $5 509 050 | 231 570 | 1,13% | Acciones |
| First Eagle Investment Management, LLC | $5 465 919 | 229 757 | 1,12% | Acciones |
| Boston Partners | $5 352 510 | 224 990 | 1,09% | Acciones |
| S SQUARED TECHNOLOGY, LLC | $5 308 691 | 223 148 | 1,09% | Acciones |
| JANE STREET GROUP, LLC | $5 262 348 | 221 200 | 1,08% | Opción de venta |
| Divisadero Street Capital Management, LP | $5 215 910 | 219 248 | 1,07% | Acciones |
| MONIMUS CAPITAL MANAGEMENT, LP | $4 585 499 | 192 749 | 0,94% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $4 504 779 | 189 356 | 0,92% | Acciones |
| BlackRock, Inc. | $4 450 205 | 187 062 | 0,91% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $4 430 318 | 186 226 | 0,91% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $4 335 490 | 182 240 | 0,89% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $4 292 311 | 180 425 | 0,88% | Acciones |
| AMERIPRISE FINANCIAL INC | $3 954 636 | 166 231 | 0,81% | Acciones |
| Toronado Partners, LLC | $3 927 586 | 165 094 | 0,80% | Acciones |
| Quantinno Capital Management LP | $3 851 006 | 161 875 | 0,79% | Acciones |
| Trexquant Investment LP | $3 646 246 | 153 268 | 0,75% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $3 453 904 | 145 183 | 0,71% | Acciones |
| FRANKLIN RESOURCES INC | $3 418 433 | 143 692 | 0,70% | Acciones |
| Vanguard Global Advisers, LLC | $3 060 155 | 128 632 | 0,63% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 924 804 | 189 676 | 0,60% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $2 900 548 | 121 923 | 0,59% | Acciones |
| Squarepoint Ops LLC | $2 889 367 | 121 453 | 0,59% | Acciones |
| PRUDENTIAL FINANCIAL INC | $2 784 667 | 117 052 | 0,57% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 721 576 | 114 400 | 0,56% | Opción de compra |
| PICTON MAHONEY ASSET MANAGEMENT | $2 678 660 | 112 596 | 0,55% | Acciones |
| GREAT LAKES ADVISORS, LLC | $2 510 892 | 105 544 | 0,51% | Acciones |
| Amundi | $2 423 916 | 101 888 | 0,50% | Acciones |
| CITADEL ADVISORS LLC | $2 355 210 | 99 000 | 0,48% | Opción de compra |
| Walleye Capital LLC | $2 341 507 | 98 424 | 0,48% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2 239 853 | 94 151 | 0,46% | Acciones |
| Divisar Capital Management LLC | $2 141 100 | 90 000 | 0,44% | Acciones |
| CITADEL ADVISORS LLC | $2 133 963 | 89 700 | 0,44% | Opción de venta |
| Balyasny Asset Management L.P. | $2 027 241 | 85 214 | 0,41% | Acciones |
| JANE STREET GROUP, LLC | $1 831 830 | 77 000 | 0,37% | Opción de compra |
| Wakefield Asset Management LLLP | $1 817 818 | 76 411 | 0,37% | Acciones |
| PEAK6 LLC | $1 812 798 | 76 200 | 0,37% | Opción de compra |
| XTX Topco Ltd | $1 798 691 | 75 607 | 0,37% | Acciones |
| ALGERT GLOBAL LLC | $1 749 992 | 73 560 | 0,36% | Acciones |
| NOMURA HOLDINGS INC | $1 748 589 | 73 501 | 0,36% | Acciones |
| Corient Private Wealth LP | $1 732 484 | 72 824 | 0,35% | Acciones |
| BROWN ADVISORY INC | $1 684 641 | 70 813 | 0,34% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 675 530 | 70 430 | 0,34% | Acciones |
| CITADEL ADVISORS LLC | $1 655 094 | 69 571 | 0,34% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $1 578 681 | 66 359 | 0,32% | Acciones |
| HSBC HOLDINGS PLC | $1 546 485 | 65 033 | 0,32% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 460 706 | 61 400 | 0,30% | Opción de venta |
| JONES FINANCIAL COMPANIES LLLP | $1 407 103 | 60 651 | 0,29% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $1 401 383 | 58 906 | 0,29% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 328 400 | 49 200 | 0,27% | Acciones |
| Swiss National Bank | $1 315 587 | 55 300 | 0,27% | Acciones |
| MML INVESTORS SERVICES, LLC | $1 225 589 | 51 517 | 0,25% | Acciones |
| GLOBEFLEX CAPITAL L P | $1 188 763 | 49 969 | 0,24% | Acciones |
| Bank of New York Mellon Corp | $1 144 632 | 48 114 | 0,23% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $1 125 362 | 47 304 | 0,23% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $1 065 792 | 44 800 | 0,22% | Opción de compra |
| D.A. DAVIDSON & CO. | $1 042 383 | 43 816 | 0,21% | Acciones |
| MORGAN STANLEY | $1 039 100 | 43 678 | 0,21% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $1 007 792 | 42 362 | 0,21% | Acciones |
| D. E. Shaw & Co., Inc. | $963 899 | 40 517 | 0,20% | Acciones |
| OP Asset Management Ltd | $954 360 | 40 116 | 0,20% | Acciones |
| CITIGROUP INC | $946 319 | 39 778 | 0,19% | Acciones |
| Mariner, LLC | $909 087 | 38 217 | 0,19% | Acciones |
| Quadrature Capital Ltd | $906 161 | 38 090 | 0,19% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $871 737 | 36 643 | 0,18% | Acciones |
| RHUMBLINE ADVISERS | $868 373 | 36 502 | 0,18% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $851 373 | 35 787 | 0,17% | Acciones |
| IEQ CAPITAL, LLC | $834 125 | 35 062 | 0,17% | Acciones |
| KLP KAPITALFORVALTNING AS | $832 650 | 35 000 | 0,17% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $780 383 | 32 803 | 0,16% | Acciones |
| AdvisorShares Investments LLC | $773 175 | 32 500 | 0,16% | Acciones |
| WINMILL & CO. INC | $770 796 | 32 400 | 0,16% | Acciones |
| ALPS ADVISORS INC | $723 145 | 30 397 | 0,15% | Acciones |
| Cubist Systematic Strategies, LLC | $716 220 | 31 317 | 0,15% | Acciones |
| J.M. Arbour, LLC | $714 866 | 30 049 | 0,15% | Acciones |
| FMR LLC | $693 597 | 29 155 | 0,14% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $665 668 | 27 981 | 0,14% | Acciones |
| FOX RUN MANAGEMENT, L.L.C. | $650 609 | 27 348 | 0,13% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $633 147 | 26 614 | 0,13% | Acciones |
Informantes de la empresa 32 insiders · 13 directivos · 10 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Jayme Mendal | CEO and President | 1 de julio de 2026 F | 600 735 | 0 | 10 | $-2 251 491 |
| Seth Birnbaum | President and CEO | 15 de octubre de 2020 M | 437 464 | 0 | 0 | $0 |
| John Brandon Wagner | CFO and Treasurer | 3 de abril de 2023 F | 330 731 | 0 | 0 | $0 |
| Jon Ayotte | Chief Accounting Officer | 8 de julio de 2026 M | 76 855 | 0 | 17 | $-365 999 |
| David Brainard | Chief Technology Officer | 6 de julio de 2026 S | 165 336 | 0 | 9 | $-674 981 |
| Julia Brncic | General Counsel | 27 de agosto de 2025 S | 119 676 | 0 | 1 | $-33 760 |
| David W Mason | General Counsel and Secretary | 3 de octubre de 2022 F | 191 243 | 0 | 0 | $0 |
| Nicholas Graham | Chief Revenue Officer | 9 de agosto de 2022 S | 37 275 | 0 | 0 | $0 |
| Tomas Revesz Jr | Chief Architect | 29 de marzo de 2022 S | 460 409 | 0 | 0 | $0 |
| Eugene Suzuki | Chief Information Officer | 5 de noviembre de 2021 M | 91 402 | 0 | 0 | $0 |
| Elyse Neumeier | Chief People Officer | 1 de octubre de 2021 S | 46 218 | 0 | 0 | $0 |
| Craig Lister | Chief Marketing Officer | 17 de agosto de 2021 S | 44 541 | 0 | 0 | $0 |
| Shimrit Markette | SVP, People Operations | 7 de mayo de 2019 S | 79 312 | 0 | 0 | $0 |
| John L. Shields | Consejero | 4 de junio de 2026 A | 34 324 | 0 | 2 | $-93 020 |
| Mira Wilczek | Consejero | 4 de junio de 2026 A | 110 353 | 0 | 0 | $0 |
| George R Neble | Consejero | 4 de junio de 2026 A | 60 596 | 0 | 3 | $-42 714 |
| Paul F Deninger | Consejero | 4 de junio de 2026 A | 81 748 | 0 | 0 | $0 |
| BANSAL SANJU K | Consejero | 4 de junio de 2026 A | 471 668 | 0 | 0 | $0 |
| David B. Blundin | Consejero | 10 de agosto de 2025 D | 2 598 154 | 0 | 0 | $0 |
| Darryl Auguste | Consejero | 23 de mayo de 2023 S | 83 919 | 0 | 0 | $0 |
| John Francis Lunny Jr. | Consejero | 10 de marzo de 2023 M | 50 768 | 0 | 0 | $0 |
| LINK VENTURES INVESTMENT VEHICLE II, LLC | Propietario del 10% | 24 de abril de 2023 J | 0 | 0 | 0 | $0 |
| Adam Reilly Bayer | Propietario del 10% | 11 de diciembre de 2018 C | 230 688 | 0 | 0 | $0 |
| John Mark Felton | Propietario del 10% | 11 de diciembre de 2018 C | 121 136 | 0 | 0 | $0 |
| Joseph Sanborn | — | 10 de agosto de 2026 S | 305 241 | 0 | 14 | $-980 025 |
| Jonathan Klein Shapiro | — | 13 de diciembre de 2018 C | 154 064 | 0 | 0 | $0 |
| Edward Hammond | — | 2 de julio de 2018 C | 0 | 0 | 0 | $0 |
| Thomas Ellis | — | 2 de julio de 2018 C | 0 | 0 | 0 | $0 |
| Edward Franklin Walker | — | 2 de julio de 2018 C | 0 | 0 | 0 | $0 |
| Jeffrey Mee Choy Considine | — | 2 de julio de 2018 C | 0 | 0 | 0 | $0 |
| John W. Byers | — | 2 de julio de 2018 C | 0 | 0 | 0 | $0 |
| John David Giordano | — | 2 de julio de 2018 C | 140 400 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 tenencias
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 |
|---|---|---|---|---|---|
| David B. Blundin, Recognition Capital, LLC, Link Ventures LLLP, Link Management LLC, Cogo Fund 2020, LLC, Cogo Labs, LLC, Link Equity Partners, LLC ×9 presentaciones | 13 de agosto de 2025 | 18,40% | Enmienda | Inversión pasiva | SEC |
| Link Ventures Investment Vehicle II, LLC, Link Ventures LLLP | 28 de marzo de 2022 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 46 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 |
|---|---|---|---|---|
| BFOR · ALPS ETF Trust | 0,27% | 29 855 NS | 31 de mayo de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,25% | 90 019 SH | 8 de agosto de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,21% | 60 676 SH | 8 de agosto de 2026 | Diario |
| SMIZ · Zacks Trust | 0,20% | 26 212 NS | 31 de mayo de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,19% | 9 626 NS | 31 de mayo de 2026 | N-PORT |
| IWC · iShares Trust | 0,15% | 96 296 SH | 8 de agosto de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,13% | 26 535 SH | 8 de agosto de 2026 | Diario |
| CALF · Pacer Funds Trust | 0,09% | 212 875 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,08% | 42 069 NS | 31 de mayo de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 5 356 SH | 8 de agosto de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 18 742 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,04% | 263 899 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 24 593 SH | 8 de agosto de 2026 | Diario |
| VOX · VANGUARD WORLD FUND | 0,04% | 99 113 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 35 685 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,03% | 38 380 NS | 31 de mayo de 2026 | N-PORT |
| FCOM · FIDELITY COVINGTON TRUST | 0,02% | 30 451 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,02% | 720 773 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 163 313 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,01% | 1 349 NS | 31 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,01% | 12 496 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 114 640 NS | 30 de abril de 2026 | N-PORT |
| SMLF · iShares Trust | 0,01% | 20 788 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 130 081 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 307 421 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 1 056 NS | 31 de mayo de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,01% | 103 949 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 1 892 SH | 8 de agosto de 2026 | Diario |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,01% | 818 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 1 069 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 44 179 NS | 30 de abril de 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 1 027 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 1 142 NS | 31 de mayo de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 20 263 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 27 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 53 924 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 13 379 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 990 NS | 30 de abril de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 35 882 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 7 904 SH | 8 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,00% | 981 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 15 097 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 5 000 NS | 30 de abril de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 4 670 NS | 30 de abril de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 855 743 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 162 SH | 8 de agosto de 2026 | Diario |