FIVE Five Below, Inc. - Common Stock

NASDAQ · Retail · Ver en SEC EDGAR ↗
$241,91
Precio · Ago 21, 2026
Fundamentales a fecha de Jun 4, 2026
Rango 52S
$138–$252
91% of range
Calificación del Analista
BUY
33 analysts
Precio Objetivo
$270
+12% upside
P/E (TTM)
37.4
ROE
17.5%
Margen de Beneficio Neto
7.5%

Acerca de Five Below, Inc. - Common Stock Descripción general de la empresa de Wikipedia

Five Below, Inc. is an American chain of specialty discount gift shops that prices most of its products at up to $5, plus a smaller assortment of products priced up to $40. Founded in 2002 by Tom Vellios and David Schlessinger and headquartered in Philadelphia, Pennsylvania, the chain is aimed at tweens and teens. By 2014, there were more than 1,850 stores located across the United States.

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Five Below, Inc. (stylized as fiVe BEL°W) is an American chain of specialty discount gift shops that prices most of its products at up to $5, plus a smaller assortment of products priced up to $40. Founded in 2002 by Tom Vellios and David Schlessinger and headquartered in Philadelphia, Pennsylvania, the chain is aimed at tweens and teens. By 2014, there were more than 1,850 stores located across the United States.

History

David Schlessinger, founder of Encore Books and Zany Brainy, and Tom Vellios, former CEO of Zany Brainy, founded Five Below on October 4, 2002 in Wayne, Pennsylvania.

On March 18, 2020, Five Below announced the temporary closure of all of its stores due to the COVID-19 outbreak. However, by June 6, 2020, 100% of Five Below stores across the United States reopened with plans for new stores to open up. This may account for an increase in foot traffic in 2022-2023, as reported by Unacast, a company that provides location insights. According to Unacast, Five Below experienced "a remarkable 63% year-over-year increase in foot traffic" between Q2 2022 to Q2 2023.

Growth and expansion

By 2026, Five Below operated 1,970 locations in 46 states.. It began its outward expansion away from the Philadelphia Metro area by entering additional out-of-state markets: Illinois and Michigan in 2011; Georgia, Kansas, Missouri, and Western Michigan in 2012; Texas in 2013; Tennessee in 2014; Alabama, Florida, and Kentucky in 2015; Louisiana, Minnesota, Oklahoma, West Virginia, and Wisconsin in 2016; California in 2017; and Arkansas in 2018. Five Below in 2019 publicly stated that they could build as many as 2,500 U.S. stores in the future. Arizona, Iowa, and Nebraska were introduced that year. Colorado and Nevada were added in 2020; New Mexico and Utah in 2021. Both Dakotas had opened new stores in 2022. Vermont joined in the next year. Wyoming was added in 2024. 2025 saw the first stores in Oregon & Washington open. Idaho and Montana, the two remaining continental states, will open later.

In September 2014, the company announced a new lease agreement to move its New Castle, Delaware, distribution center to Oldmans Township, New Jersey. The new center would add 275 jobs to the local economy while Delaware would lose 175.

On July 19, 2012, Five Below went public on the NASDAQ at the share price of $17. In 2014, Joel Anderson was appointed CEO. 2016 sales were $1 billion, 2017 sales were $1.3 billion, and 2022 sales reached $3.08 billion.

In 2018, Five Below moved its corporate headquarters, now called WowTown, to the Lit Brothers Building in the Market East section of Philadelphia, and has rights to more than 200,000 square feet. WowTown has over 300 employees.

On July 16, 2024, Five Below announced Joel Anderson had resigned from his roles as president and CEO to pursue other interests.

Following his departure, Five Below's shares fell by 25%. On the same day Petco named him as their new CEO.

In July 2024, Chief Operating Officer, Kenneth Bull, was appointed interim president and CEO of Five Below before being replaced by former Forever 21 CEO, Winnie Park, in December 2024. Park is a Princeton University graduate with an MBA from Northwestern University. Prior to joining Five Below, she had been the CEO of Forever 21 since January 2022. She also served as the CEO of Paper Source.

Store format

The average Five Below store size is 8,000 square feet (740 m2). The store carries a wide variety of merchandise at varying low costs.

Philanthropy

In 2006, Five Below partnered with Alex's Lemonade Stand Foundation to sell lemonade bracelets, gift cards and pin-ups to raise money for childhood cancer cure research. Since the initial partnership, Five Below raised $12.8 million for the organization.

In 2008, Five Below partnered with St. Jude Children's Research Hospital in the hospital's annual Halloween Promotion. The companies have since partnered to raise more than $13.7 million for St. Jude through fundraising campaigns.

After Hurricane Sandy in October 2012, Five Below partnered with the American Red Cross and collected over $50,000 through a $1 donation at the register program. The company then doubled all donations resulting in a donation in the total of $100,000.

In 2018, Five Below became an official Toys for Tots sponsor.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

FIVE Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$241.91
Capitalización Bursátil
$13.36B
P/E (TTM)
37.4
BPA (TTM)
$6.47
Ingresos (TTM)
$4.76B
Rendimiento div.
—
ROE
17.5%
Deuda/Capital
—
Rango 52S
$138 – $252

FIVE Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $4.76B
3-point trend, +33.8%
2024-02-03 → 2026-01-31
BPA $6.47
3-point trend, +19.6%
2024-02-03 → 2026-01-31
Flujo de caja libre $412M
3-point trend, +150.2%
2024-02-03 → 2026-01-31
Márgenes 7.5%

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
FIVE
Mediana de Pares
P/E (TTM)
3-point trend, -12.2%
37.4
21.3
P/S (TTM) (P/V (TTM))
3-point trend, -21.5%
2.8
0.8
P/B (P/C)
3-point trend, -24.1%
6.1
6.1
Price / FCF (Precio / FCF)
3-point trend, -58.0%
32.5
—

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
FIVE
Mediana de Pares
Operating Margin (Margen Operativo)
3-point trend, -11.4%
9.6%
—
Net Profit Margin (Margen de Beneficio Neto)
3-point trend, -11.0%
7.5%
5.6%
ROA
3-point trend, -3.4%
7.7%
7.0%
ROE
3-point trend, -14.0%
17.5%
22.0%
ROIC
3-point trend, -14.7%
15.6%
—

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
FIVE
Mediana de Pares
Current Ratio (Ratio corriente)
3-point trend, +19.5%
2.0
1.8
Quick Ratio (Ratio Rápido)
3-point trend, -44.2%
0.2
—

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
FIVE
Mediana de Pares
Revenue YoY (Ingresos interanuales)
3-point trend, +33.8%
22.9%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
3-point trend, +33.8%
15.7%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
3-point trend, +33.8%
19.4%
—
EPS YoY (EPS interanual)
3-point trend, +19.6%
40.6%
—
Net Income YoY (Beneficio Neto interanual)
3-point trend, +19.1%
41.4%
—

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
FIVE
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
3-point trend, +19.6%
$6.47
—

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
FIVE
Mediana de Pares

FIVE Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 33 analistas
  • Compra fuerte 8 24,2%
  • Compra 15 45,5%
  • Mantener 10 30,3%
  • Venta 0 0,0%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

21 analistas · 2026-08-21
Objetivo mediano $260.00 +7,5%
Objetivo medio $269.81 +11,5%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.22%
Próximo informe
Ago 25, 2026
Período EPS Actual EPS est. Sorpresa
31 de marzo de 2027 $2.22 $1.79 —
30 de junio de 2026 $2.22 $1.79 0.43%
31 de marzo de 2026 $4.31 $4.08 0.23%
31 de diciembre de 2025 $0.68 $0.25 0.43%
30 de septiembre de 2025 $0.81 $0.63 0.18%
30 de junio de 2025 $0.86 $0.83 0.03%
31 de marzo de 2025 $3.48 $3.44 0.04%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
FIVE $10.50B 29.4 22.9% 7.5% 17.5% —
ULTA $27.83B 24.6 9.7% 9.3% 42.7% 39.1%
TSCO $27.08B 24.9 4.3% 7.1% 43.2% 36.4%
DKS — 20.3 28.1% 4.9% 19.1% 32.9%
CHWY $12.08B 56.0 6.2% 1.8% 50.2% 29.8%
BBWI $4.38B 7.0 -0.22% 8.9% -48.7% 43.7%
WRBY — 2179.0 13.0% 0.19% 0.45% 54.0%
ASO $3.65B 10.1 2.0% 6.2% 17.7% 34.8%
SBH $1.59B 8.6 -0.42% 5.3% 26.2% 51.6%
EYE $2.06B 70.1 9.0% 1.5% 3.4% —
WINA $1.47B 36.3 5.9% 48.4% -92.0% —

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 12
Datos anuales de Estado de resultados para FIVE
Métrica Tendencia 20262025202420232022202120202019
Revenue 3-point trend, +33.8% $4.76B $3.88B $3.56B · · · · ·
Cost of Revenue 3-point trend, +33.4% $3.05B $2.52B $2.29B · · · · ·
SG&A Expense 3-point trend, +40.6% $1.07B $861M $758M · · · · ·
Operating Income 3-point trend, +18.6% $457M $324M $386M · · · · ·
Pretax Income 3-point trend, +19.8% $480M $339M $401M · · · · ·
Income Tax 3-point trend, +21.7% $122M $85M $100M · · · · ·
Net Income 3-point trend, +19.1% $359M $254M $301M · · · · ·
EPS (Basic) 3-point trend, +19.9% $6.51 $4.61 $5.43 · · · · ·
EPS (Diluted) 3-point trend, +19.6% $6.47 $4.60 $5.41 · · · · ·
Shares (Basic) 3-point trend, -0.7% 55,112,281 55,055,064 55,487,252 · · · · ·
Shares (Diluted) 3-point trend, -0.3% 55,436,972 55,156,342 55,621,619 · · · · ·
EBITDA 3-point trend, +25.8% $650M $491M $516M · · · · ·
Balance general 23
Datos anuales de Balance general para FIVE
Métrica Tendencia 20262025202420232022202120202019
Cash & Equivalents 7-point trend, +937.4% $724M $332M $180M $335M $121M $84M $70M ·
Short-term Investments 7-point trend, +201.2% $209M $197M $280M $88M $189M $299M $69M ·
Inventory 7-point trend, +130.4% $847M $660M $585M $534M $504M $327M $368M ·
Prepaid Expense 8-point trend, +170.6% $133M $158M $154M $117M $87M $55M $55M $49M
Other Current Assets 7-point trend, +139.7% $97M $121M $124M $86M $58M $34M $40M ·
Current Assets 8-point trend, +203.7% $1.92B $1.35B $1.20B $1.08B $906M $768M $573M $631M
PP&E (Net) 7-point trend, +159.5% $1.23B $1.26B $1.13B $944M $800M $625M $476M ·
PP&E (Gross) 3-point trend, +25.4% $2.16B $2.01B $1.72B · · · · ·
Accum. Depreciation 7-point trend, +298.3% $921M $750M $584M $483M $387M $297M $231M ·
Other Non-current Assets 7-point trend, +63.9% $20M $20M $17M $16M $13M $19M $12M ·
Total Assets 8-point trend, +214.4% $4.94B $4.34B $3.87B $3.38B $2.96B $2.44B $1.93B $1.57B
Accounts Payable 7-point trend, +168.0% $368M $260M $256M $234M $230M $169M $137M ·
Accrued Liabilities 8-point trend, +66.7% $160M $149M $147M $135M $141M $114M $85M $96M
Current Liabilities 8-point trend, +289.3% $954M $756M $716M $619M $594M $466M $364M $245M
Capital Leases 8-point trend, +143.8% $1.73B $1.71B $1.50B $1.31B $1.21B $1.01B $877M $710M
Deferred Tax 7-point trend, +50015000.00 $50M $60M $67M $60M $38M $32M $0 ·
Other Non-current Liabilities 3-point trend, +27.0% $9M $8M $7M · · · · ·
Total Liabilities 8-point trend, +187.3% $2.74B $2.53B $2.29B $1.99B $1.85B $1.51B $1.24B $955M
Common Stock 7-point trend, -1.3% $551.0K $549.0K $551.0K $556.0K $555.0K $560.0K $558.0K ·
Retained Earnings 7-point trend, +421.3% $2.01B $1.66B $1.40B $1.14B $872M $610M $386M ·
Stockholders' Equity 8-point trend, +256.6% $2.19B $1.81B $1.58B $1.39B $1.11B $931M $690M $615M
Liabilities + Equity 8-point trend, +214.4% $4.94B $4.34B $3.87B $3.38B $2.96B $2.44B $1.93B $1.57B
Shares Outstanding 7-point trend, -0.9% 55,228,735 55,028,682 55,197,875 55,665,239 55,491,361 55,994,069 55,735,417 ·
Flujo de Efectivo 12
Datos anuales de Flujo de Efectivo para FIVE
Métrica Tendencia 20262025202420232022202120202019
D&A 3-point trend, +46.9% $192M $167M $131M · · · · ·
Stock-based Comp 3-point trend, +94.2% $35M $16M $18M · · · · ·
Deferred Tax 3-point trend, -230.1% $-10M $-7M $8M · · · · ·
Other Non-cash 3-point trend, -74.3% $11M $853.0K $42M · · · · ·
Operating Cash Flow 3-point trend, +17.4% $586M $431M $500M · · · · ·
CapEx 3-point trend, -47.8% $175M $324M $335M · · · · ·
Investing Cash Flow 3-point trend, +66.5% $-186M $-233M $-556M · · · · ·
Stock Repurchased 3-point trend, -100.0% $0 $40M $81M · · · · ·
Net Stock Activity 3-point trend, +100.0% $0 $-40M $-81M · · · · ·
Financing Cash Flow 3-point trend, +91.4% $-8M $-46M $-96M · · · · ·
Net Change in Cash 3-point trend, +356.9% $392M $152M $-153M · · · · ·
Free Cash Flow 3-point trend, +150.2% $412M $107M $165M · · · · ·
Rentabilidad 7
Datos anuales de Rentabilidad para FIVE
Métrica Tendencia 20262025202420232022202120202019
Operating Margin 3-point trend, -11.4% 9.6% 8.3% 10.8% · · · · ·
Net Margin 3-point trend, -11.0% 7.5% 6.5% 8.5% · · · · ·
Pretax Margin 3-point trend, -10.6% 10.1% 8.7% 11.3% · · · · ·
EBITDA Margin 3-point trend, -6.1% 13.6% 12.7% 14.5% · · · · ·
ROA 3-point trend, -3.4% 7.7% 5.9% 8.0% · · · · ·
ROE 3-point trend, -14.0% 17.5% 14.8% 20.3% · · · · ·
ROIC 3-point trend, -14.7% 15.6% 13.4% 18.3% · · · · ·
Liquidez y Solvencia 2
Datos anuales de Liquidez y Solvencia para FIVE
Métrica Tendencia 20262025202420232022202120202019
Current Ratio 3-point trend, +19.5% 2.0 1.8 1.7 · · · · ·
Quick Ratio 3-point trend, -44.2% 0.2 0.3 0.4 · · · · ·
Eficiencia 2
Datos anuales de Eficiencia para FIVE
Métrica Tendencia 20262025202420232022202120202019
Asset Turnover 3-point trend, +8.6% 1.0 0.9 0.9 · · · · ·
Inventory Turnover 3-point trend, +19.4% 4.0 3.4 3.4 · · · · ·
Por Acción 4
Datos anuales de Por Acción para FIVE
Métrica Tendencia 20262025202420232022202120202019
Book Value / Share 3-point trend, +38.3% $39.71 $32.86 $28.71 · · · · ·
Revenue / Share 3-point trend, +34.3% $85.94 $70.28 $63.99 · · · · ·
Cash Flow / Share 3-point trend, +17.8% $10.58 $7.81 $8.98 · · · · ·
EPS (TTM) 3-point trend, +19.6% $6.47 $4.60 $5.41 · · · · ·
Tasas de Crecimiento 9
Datos anuales de Tasas de Crecimiento para FIVE
Métrica Tendencia 20262025202420232022202120202019
Revenue YoY 3-point trend, +45.9% 22.9% 8.9% 15.7% · · · · ·
Revenue CAGR 3Y 3-point trend, -28.5% 15.7% 10.8% 22.0% · · · · ·
Revenue CAGR 5Y 19.4% · · · · · · ·
EPS YoY 3-point trend, +164.8% 40.6% -15.0% 15.3% · · · · ·
EPS CAGR 3Y 3-point trend, -67.6% 11.3% -2.4% 35.0% · · · · ·
EPS CAGR 5Y 24.1% · · · · · · ·
Net Income YoY 3-point trend, +173.7% 41.4% -15.8% 15.1% · · · · ·
Net Income CAGR 3Y 3-point trend, -68.0% 11.1% -3.1% 34.6% · · · · ·
Net Income CAGR 5Y 23.8% · · · · · · ·
Valoración (TTM) 10
Datos anuales de Valoración (TTM) para FIVE
Métrica Tendencia 20262025202420232022202120202019
Revenue TTM 3-point trend, +33.8% $4.76B $3.88B $3.56B · · · · ·
Net Income TTM 3-point trend, +19.1% $359M $254M $301M · · · · ·
Market Cap 3-point trend, +5.0% $10.50B $5.16B $10.00B · · · · ·
P/E 3-point trend, -12.2% 29.4 20.4 33.5 · · · · ·
P/S 3-point trend, -21.5% 2.2 1.3 2.8 · · · · ·
P/B 3-point trend, -24.1% 4.8 2.9 6.3 · · · · ·
P / Tangible Book 3-point trend, -24.1% 4.8 2.9 6.3 · · · · ·
P / Cash Flow 3-point trend, -10.5% 17.9 12.0 20.0 · · · · ·
P / FCF 3-point trend, -58.0% 25.5 48.4 60.7 · · · · ·
Earnings Yield 3-point trend, +13.7% 3.4% 4.9% 3.0% · · · · ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2026-01-312025-05-032025-02-012024-11-022024-08-03
Ingresos $4.76B—$3.88B——
Margen Operativo % 9.6%—8.3%——
Beneficio neto $359M—$254M——
EPS Diluido $6.47—$4.60——
Balance general
2026-01-312025-05-032025-02-012024-11-022024-08-03
Ratio corriente 2.0—1.8——
Ratio Rápido 0.2—0.3——
Flujo de Efectivo
2026-01-312025-05-032025-02-012024-11-022024-08-03
Flujo de caja libre $412M—$107M——

Últimas noticias Noticias recientes que mencionan a esta empresa

Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

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Propietarios institucionales (13F) 673 declarantes · $7.1B 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
98 (-76 vs trimestre anterior) 104 (+44 vs trimestre anterior) 196 (-33 vs trimestre anterior) 250 (+63 vs trimestre anterior) -1.5M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD CAPITAL MANAGEMENT LLC $448 689 857 2 495 633 6,33% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $427 252 596 2 376 398 6,02% Acciones
STATE STREET CORP $309 999 132 1 724 229 4,37% Acciones
TWO SIGMA INVESTMENTS, LP $288 679 454 1 605 648 4,07% Acciones
WELLINGTON MANAGEMENT GROUP LLP $207 976 218 1 156 773 2,93% Acciones
AMERICAN CENTURY COMPANIES INC $204 833 957 1 139 293 2,89% Acciones
GEODE CAPITAL MANAGEMENT, LLC $199 665 208 1 106 688 2,81% Acciones
SRS Investment Management, LLC $198 687 547 1 105 109 2,80% Acciones
Qube Research & Technologies Ltd $188 601 508 1 049 010 2,66% Acciones
WASATCH ADVISORS LP $186 983 919 818 382 2,64% Acciones
DIMENSIONAL FUND ADVISORS LP $151 370 650 841 930 2,13% Acciones
Balyasny Asset Management L.P. $135 429 155 753 263 1,91% Acciones
NORGES BANK $127 791 855 710 784 1,80% Acciones
FMR LLC $121 405 894 675 265 1,71% Acciones
D. E. Shaw & Co., Inc. $114 573 874 637 265 1,62% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $114 517 960 636 954 1,61% Acciones
Capital World Investors $112 249 010 624 334 1,58% Acciones
Giverny Capital Inc. $107 536 354 598 122 1,52% Acciones
Stephens Investment Management Group LLC $103 590 683 576 176 1,46% Acciones
MILLENNIUM MANAGEMENT LLC $100 793 510 560 618 1,42% Acciones
Alyeska Investment Group, L.P. $96 463 088 536 532 1,36% Acciones
TWO SIGMA ADVISERS, LP $95 780 872 508 499 1,35% Acciones
Quantinno Capital Management LP $95 557 524 531 495 1,35% Acciones
FULLER & THALER ASSET MANAGEMENT, INC. $88 939 007 494 683 1,25% Acciones
RIVERBRIDGE PARTNERS LLC $77 128 747 428 994 1,09% Acciones
JENNISON ASSOCIATES LLC $76 813 307 427 239 1,08% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $72 552 996 403 543 1,02% Acciones
Hook Mill Capital Partners, LP $71 694 858 398 770 1,01% Acciones
RENAISSANCE TECHNOLOGIES LLC $65 857 077 366 300 0,93% Acciones
VANGUARD FIDUCIARY TRUST CO $63 405 640 352 665 0,89% Acciones
VANGUARD GROUP INC $63 145 430 335 238 0,89% Acciones
BANK OF MONTREAL /CAN/ $58 922 756 327 731 0,83% Acciones
AMERIPRISE FINANCIAL INC $58 222 654 323 837 0,82% Acciones
Freestone Grove Partners LP $52 567 719 292 384 0,74% Acciones
Squarepoint Ops LLC $52 550 639 292 289 0,74% Acciones
Point72 Asset Management, L.P. $52 244 996 290 589 0,74% Acciones
Hood River Capital Management LLC $51 258 489 285 102 0,72% Acciones
Amundi $49 857 745 277 311 0,70% Acciones
MARSHALL WACE, LLP $49 524 954 275 460 0,70% Acciones
BNP PARIBAS FINANCIAL MARKETS $48 091 128 267 485 0,68% Acciones
GOLDMAN SACHS GROUP INC $42 630 442 237 112 0,60% Acciones
Woodline Partners LP $42 491 389 236 339 0,60% Acciones
JACOBS LEVY EQUITY MANAGEMENT, INC $40 681 802 226 274 0,57% Acciones
CANADA PENSION PLAN INVESTMENT BOARD $39 212 199 218 100 0,55% Acciones
Walleye Capital LLC $38 184 160 212 382 0,54% Acciones
Interval Partners, LP $38 164 563 212 273 0,54% Acciones
Pacifica Capital Investments, LLC $36 968 779 205 622 0,52% Acciones
Trexquant Investment LP $35 087 816 195 160 0,49% Acciones
CITADEL ADVISORS LLC $32 121 821 178 663 0,45% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $30 366 531 168 900 0,43% Opción de venta
Schonfeld Strategic Advisors LLC $29 140 002 162 078 0,41% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $26 950 521 149 900 0,38% Opción de compra
Gotham Asset Management, LLC $26 354 697 146 586 0,37% Acciones
BARCLAYS PLC $25 638 593 142 603 0,36% Acciones
RHUMBLINE ADVISERS $25 502 789 141 848 0,36% Acciones
Varenne Capital Partners $25 305 158 140 847 0,36% Acciones
COUNTRY TRUST BANK $24 622 960 136 954 0,35% Acciones
CITADEL ADVISORS LLC $23 876 112 132 800 0,34% Opción de compra
Bridgewater Associates, LP $23 308 335 129 642 0,33% Acciones
ING GROEP NV $22 905 246 127 400 0,32% Acciones
PRUDENTIAL FINANCIAL INC $22 895 897 127 348 0,32% Acciones
CAPITOLIS LIQUID GLOBAL MARKETS LLC $21 934 380 122 000 0,31% Acciones
California Public Employees Retirement System $21 365 524 118 836 0,30% Acciones
Verition Fund Management LLC $21 293 968 118 438 0,30% Acciones
BOOTHBAY FUND MANAGEMENT, LLC $21 099 076 117 354 0,30% Acciones
IEQ CAPITAL, LLC $20 813 023 115 763 0,29% Acciones
Swiss National Bank $19 931 340 110 859 0,28% Acciones
BANK OF AMERICA CORP /DE/ $19 665 790 109 382 0,28% Acciones
TUDOR INVESTMENT CORP ET AL $19 616 707 109 109 0,28% Acciones
Man Group plc $19 503 799 108 481 0,27% Acciones
Susquehanna Portfolio Strategies, LLC $19 257 487 107 111 0,27% Acciones
SEMPER AUGUSTUS INVESTMENTS GROUP LLC $18 996 072 105 657 0,27% Acciones
BlackRock, Inc. $18 615 097 103 538 0,26% Acciones
DISCOVERY CAPITAL MANAGEMENT, LLC / CT $18 464 433 102 700 0,26% Acciones
Tabor Asset Management, LP $17 139 560 95 331 0,24% Acciones
WOLVERINE TRADING, LLC $17 054 136 109 800 0,24% Opción de compra
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $16 522 701 91 900 0,23% Acciones
FIRST TRUST ADVISORS LP $16 458 996 91 546 0,23% Acciones
ALLIANCEBERNSTEIN L.P. $15 517 905 67 918 0,22% Acciones
PANAGORA ASSET MANAGEMENT INC $15 512 641 86 282 0,22% Acciones
ENVESTNET ASSET MANAGEMENT INC $15 080 067 83 878 0,21% Acciones
Corient Private Wealth LP $14 971 617 83 273 0,21% Acciones
Engineers Gate Manager LP $14 899 377 82 871 0,21% Acciones
JANE STREET GROUP, LLC $14 814 696 82 400 0,21% Opción de venta
Beck Bode, LLC $14 717 136 81 857 0,21% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $14 578 395 63 806 0,21% Acciones
Cubist Systematic Strategies, LLC $14 553 507 94 076 0,21% Acciones
CWM, LLC $14 307 428 62 620 0,20% Acciones
Driehaus Capital Management LLC $13 556 705 75 403 0,19% Acciones
RAYMOND JAMES FINANCIAL INC $13 306 977 74 014 0,19% Acciones
Cinctive Capital Management LP $13 235 421 73 616 0,19% Acciones
Fund 1 Investments, LLC $13 056 530 72 621 0,18% Acciones
MARSICO CAPITAL MANAGEMENT LLC $13 048 799 72 578 0,18% Acciones
Nearwater Capital Markets, Ltd $11 686 350 65 000 0,16% Acciones
Connor, Clark & Lunn Investment Management Ltd. $11 519 685 64 073 0,16% Acciones
PICTON MAHONEY ASSET MANAGEMENT $11 267 982 62 673 0,16% Acciones
CAPITAL FUND MANAGEMENT S.A. $11 157 228 62 057 0,16% Acciones
VICTORY CAPITAL MANAGEMENT INC $10 729 148 59 676 0,15% Acciones
COOKSON PEIRCE & CO INC $10 694 089 59 481 0,15% Acciones
Retirement Systems of Alabama $10 282 190 57 190 0,14% Acciones

Informantes de la empresa 54 insiders · 21 directivos · 17 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Winifred Park President and CEO 20 de marzo de 2026 F 35 385 0 0 $0
Joel D Anderson President & CEO 10 de junio de 2024 A 77 748 0 0 $0
Daniel Sullivan Chief Financial Officer 19 de marzo de 2026 A 16 075 0 0 $0
Kristy Chipman CFO & Treasurer 20 de marzo de 2025 A 26 205 0 0 $0
Kenneth R Bull COO 1 de agosto de 2026 F 85 574 0 20 $-8 135 893
David A. Johnston Chief Operating Officer 4 de junio de 2013 A 29 412 0 0 $0
Graham Poliner CSBIAO 1 de agosto de 2026 F 15 534 0 0 $0
Amit Jhunjhunwala Chief Information Officer 1 de agosto de 2026 F 20 261 0 0 $0
Maureen Marie Gellerman CHRO 1 de agosto de 2026 F 10 581 0 1 $-94 863
Eric M Specter CAO 1 de agosto de 2026 F 40 982 0 3 $-1 709 830
Rodney Lastinger Chief Retail Officer 22 de junio de 2026 A 3 618 0 0 $0
Christos George Yatrakis Chief Legal Officer 15 de junio de 2026 A 1 031 0 0 $0
Jacob Kimball Hawkins CMOO 20 de marzo de 2026 F 4 546 0 0 $0
Michelle Lee Israel Chief Merchandising Officer 19 de marzo de 2026 A 1 763 0 0 $0
George Hill Chief Retail Officer 23 de enero de 2026 F 31 582 0 4 $-1 591 000
Ronald James Masciantonio EVP, General Counsel 16 de septiembre de 2025 A 10 016 0 1 $-119 763
Thomas Vellios Executive Chairman 5 de mayo de 2025 A 396 088 0 0 $0
Michael Romanko CMO 1 de agosto de 2024 A 32 412 0 0 $0
Judith L. Werthauser Chief Experience Officer 30 de enero de 2023 A 14 930 0 0 $0
David N. Makuen Executive Vice President 24 de enero de 2020 M 15 148 0 0 $0
David Schlessinger Executive Chairman 24 de noviembre de 2014 S 555 810 0 0 $0
Robert Lynch Consejero 29 de junio de 2026 P 1 506 1 0 $93 312
Zuhairah Scott Washington Consejero 16 de junio de 2026 A 7 019 0 0 $0
Karen R Bowman Consejero 16 de junio de 2026 A 4 157 0 0 $0
Michael F Devine III Consejero 16 de junio de 2026 A 17 203 0 1 $-1 091 040
Ronald Sargent Consejero 16 de junio de 2026 A 6 609 0 2 $-4 630 300
Thomas M Ryan Consejero 4 de mayo de 2026 A 119 030 0 0 $0
Kathleen S Barclay Consejero 2 de febrero de 2026 A 9 326 0 1 $-400 466
Bernard Jin Kim Consejero 11 de junio de 2024 A 3 681 0 0 $0
Catherine Elizabeth Buggeln Consejero 11 de abril de 2023 S 7 141 0 0 $0
Daniel Kaufman Consejero 18 de junio de 2019 A 6 113 0 0 $0
David M Mussafer Consejero 22 de septiembre de 2015 P 90 000 0 0 $0
Steven J Collins Consejero 1 de abril de 2014 S 0 0 0 $0
Howard D Ross Consejero 4 de febrero de 2013 S 272 768 0 0 $0
Dinesh S. Lathi — 3 de agosto de 2026 A 14 350 0 0 $0
Mimi Eckel Vaughn — 3 de agosto de 2026 A 5 934 0 0 $0
Richard L Markee — 3 de agosto de 2026 A 14 402 0 1 $-696 120
Advent Partners GPE VI-A 2010 Limited Partnership — 1 de abril de 2014 S 0 0 0 $0
Advent Partners GPE VI 2010 Limited Partnership — 1 de abril de 2014 S 0 0 0 $0
GPE VI GP (Delaware) Limited Partnership — 1 de abril de 2014 S 0 0 0 $0
GPE VI GP Limited Partnership — 1 de abril de 2014 S 0 0 0 $0
Advent Partners GPE VI 2009 Limited Partnership — 1 de abril de 2014 S 0 0 0 $0
Advent Partners GPE VI-A Limited Partnership — 1 de abril de 2014 S 0 0 0 $0
Advent Partners GPE VI 2008 Limited Partnership — 1 de abril de 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-G LP — 1 de abril de 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-B LP — 1 de abril de 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-C LP — 1 de abril de 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-D LP — 1 de abril de 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-F LP — 1 de abril de 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-E LP — 1 de abril de 2014 S 0 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
Advent International Corporation, Advent International LLC, GPE VI GP Limited Partnership, GPE VI GP (Delaware) Limited Partnership, Advent Partners GPE VI 2008 Limited Partnership, Advent Partners GPE VI 2009 Limited Partnership, Advent Partners GPE VI 2010 Limited Partnership, Advent Partners GPE VI-A 2010 Limited Partnership, Advent Partners GPE VI-A Limited Partnership, Advent International GPE VI Limited Partnership, Advent International GPE VI-A Limited Partnership, Advent International GPE VI-B Limited Partnership, Advent International GPE VI-C Limited Partnership, Advent International GPE VI-D Limited Partnership, Advent International GPE VI-E Limited Partnership, Advent International GPE VI-F Limited Partnership, Advent International GPE VI-G Limited Partnership ×5 presentaciones 3 de abril de 2014 — 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 130 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
FCUS · Tidal Trust II 3,06% 12 601 NS 31 de mayo de 2026 N-PORT
RFG · Invesco Exchange-Traded Fund Trust 1,72% 25 566 SH 21 de agosto de 2026 Diario
XMMO · Invesco Exchange-Traded Fund Trust 1,47% 460 408 SH 21 de agosto de 2026 Diario
GSC · Goldman Sachs ETF Trust 1,44% 15 996 NS 31 de mayo de 2026 N-PORT
PJFM · PGIM ETF Trust 1,36% 997 NS 29 de mayo de 2026 N-PORT
RETL · Direxion Shares ETF Trust 1,07% 1 425 NS 30 de abril de 2026 N-PORT
FLCG · Federated Hermes ETF Trust 1,06% 26 527 NS 31 de mayo de 2026 N-PORT
FLCV · Federated Hermes ETF Trust 0,89% 3 755 NS 31 de mayo de 2026 N-PORT
CGMM · Capital Group Equity ETF Trust I 0,88% 107 870 NS 31 de mayo de 2026 N-PORT
LSEQ · Harbor ETF Trust 0,81% 528 NS 30 de abril de 2026 N-PORT
FSGS · First Trust Exchange-Traded Fund VI 0,77% 1 215 NS 30 de junio de 2026 N-PORT
PAMC · Pacer Funds Trust 0,73% 1 964 NS 30 de abril de 2026 N-PORT
OASC · Unified Series Trust 0,72% 2 678 NS 31 de mayo de 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,72% 855 570 NS 31 de mayo de 2026 N-PORT
MMSC · First Trust Exchange-Traded Fund VI… 0,71% 1 635 NS 31 de mayo de 2026 N-PORT
FNY · First Trust Exchange-Traded AlphaDE… 0,68% 15 005 NS 30 de abril de 2026 N-PORT
TMFX · RBB Fund, Inc. 0,62% 875 NS 31 de mayo de 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0,61% 4 353 NS 31 de mayo de 2026 N-PORT
SMDX · Tidal Trust III 0,61% 3 244 NS 30 de abril de 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,55% 7 344 NS 30 de abril de 2026 N-PORT
FLCC · Federated Hermes ETF Trust 0,53% 2 846 NS 31 de mayo de 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0,52% 54 561 SH 19 de agosto de 2026 Diario
FDMO · FIDELITY COVINGTON TRUST 0,51% 18 052 NS 30 de abril de 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,47% 8 554 SH 21 de agosto de 2026 Diario
AVMV · AMERICAN CENTURY ETF TRUST 0,43% 11 798 NS 31 de mayo de 2026 N-PORT
NUSC · Nushares ETF Trust 0,41% 22 649 NS 30 de abril de 2026 N-PORT
ISCG · iShares Trust 0,39% 16 471 SH 21 de agosto de 2026 Diario
PTMC · Pacer Funds Trust 0,38% 6 333 NS 30 de abril de 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,35% 19 911 NS 30 de abril de 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,34% 8 958 NS 30 de abril de 2026 N-PORT
FXD · First Trust Exchange-Traded AlphaDE… 0,27% 3 054 NS 30 de abril de 2026 N-PORT
MVV · ProShares Trust 0,27% 1 906 NS 31 de mayo de 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,27% 732 688 SH 19 de agosto de 2026 Diario
IVOO · VANGUARD ADMIRAL FUNDS 0,27% 89 368 SH 19 de agosto de 2026 Diario
FNDA · SCHWAB STRATEGIC TRUST 0,27% 105 404 NS 31 de mayo de 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,27% 26 886 NS 30 de abril de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,26% 265 243 NS 31 de mayo de 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,26% 913 NS 30 de abril de 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,25% 21 883 NS 30 de abril de 2026 N-PORT
BFOR · ALPS ETF Trust 0,25% 2 340 NS 31 de mayo de 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,25% 14 021 SH 21 de agosto de 2026 Diario
SCHM · SCHWAB STRATEGIC TRUST 0,23% 149 308 NS 31 de mayo de 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,23% 21 441 NS 30 de abril de 2026 N-PORT
FDIS · FIDELITY COVINGTON TRUST 0,23% 17 324 NS 30 de abril de 2026 N-PORT
ESML · iShares Trust 0,21% 26 230 SH 21 de agosto de 2026 Diario
IYC · iShares Trust 0,21% 10 824 SH 21 de agosto de 2026 Diario
FYEE · Fidelity Greenwood Street Trust 0,21% 1 474 NS 30 de abril de 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,20% 4 124 NS 30 de abril de 2026 N-PORT
FTQI · First Trust Exchange-Traded Fund VI 0,19% 9 899 NS 30 de junio de 2026 N-PORT
ISCB · iShares Trust 0,19% 2 343 SH 21 de agosto de 2026 Diario