FRSH Freshworks Inc. - Class A Common Stock
$12,94
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 4, 2026
Rango 52S
$7–$14
85% of range
Calificación del Analista
HOLD
23 analysts
Precio Objetivo
$14
+11% upside
P/E (TTM)
20.2
ROE
18.2%
Margen de Beneficio Neto
21.9%
FRSH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$12.94
Capitalización Bursátil
$3.61B
P/E (TTM)
20.2
BPA (TTM)
$0.63
Ingresos (TTM)
$839M
Rendimiento div.
—
ROE
18.2%
Deuda/Capital
—
Rango 52S
$7 – $14
FRSH 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
$839M
2019-12-31
→
2025-12-31
BPA
$0.63
2019-12-31
→
2025-12-31
Flujo de caja libre
$237M
2021-12-31
→
2025-12-31
Márgenes
21.9%
2021-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
FRSH
Mediana de Pares
P/E (TTM)
20.2
34.3
P/S (TTM) (P/V (TTM))
4.3
3.7
P/B (P/C)
3.5
3.5
Price / FCF (Precio / FCF)
15.2
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
FRSH
Mediana de Pares
Gross Margin (Margen Bruto)
85.0%
70.4%
Operating Margin (Margen Operativo)
1.6%
—
Net Profit Margin (Margen de Beneficio Neto)
21.9%
10.5%
ROA
11.4%
6.4%
ROE
18.2%
10.2%
ROIC
4.4%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
FRSH
Mediana de Pares
Current Ratio (Ratio corriente)
2.2
2.5
Quick Ratio (Ratio Rápido)
1.9
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
FRSH
Mediana de Pares
Revenue YoY (Ingresos interanuales)
16.4%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
19.0%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
27.4%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
FRSH
Mediana de Pares
FRSH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
23 analistas
- Compra fuerte 4 17,4%
- Compra 9 39,1%
- Mantener 10 43,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
13 analistas · 2026-08-19
Mediana
$14.00
Ahora
$12.94
Mín
$10.00
Máx
$25.00
Objetivo mediano
$14.00
+8,2%
Objetivo medio
$14.38
+11,2%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.03%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.17 | $0.13 | 0.04% |
| 31 de marzo de 2026 | $0.11 | $0.12 | -0.01% |
| 31 de diciembre de 2025 | $0.14 | $0.12 | 0.02% |
| 30 de septiembre de 2025 | $0.16 | $0.13 | 0.03% |
| 30 de junio de 2025 | $0.18 | $0.12 | 0.06% |
| 31 de marzo de 2025 | $0.18 | $0.13 | 0.05% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| FRSH | $3.47B | 19.4 | 16.4% | 21.9% | 18.2% | 85.0% |
| MARA | $3.41B | -2.4 | 38.2% | -144.6% | -34.5% | — |
| LIF | $5.09B | 36.2 | 31.8% | 30.8% | 33.0% | 77.8% |
| BRZE | — | -17.7 | 24.4% | -17.8% | -21.5% | 67.2% |
| WK | — | -183.5 | 19.8% | -3.0% | 72.7% | 78.5% |
| AGYS | $2.00B | 51.9 | 15.8% | 12.2% | 12.4% | 62.6% |
| SOUN | — | — | — | — | — | — |
| NN | — | — | — | — | — | — |
| CLSK | — | — | — | — | — | — |
| 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 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $839M | $720M | $596M | $498M | $371M | $250M | $172M | |
| Cost of Revenue | $126M | $113M | $103M | $96M | $78M | $52M | $36M | |
| Gross Profit | $713M | $607M | $493M | $402M | $293M | $197M | $136M | |
| R&D Expense | $163M | $165M | $138M | $136M | $120M | $69M | $39M | |
| SG&A Expense | $141M | $181M | $168M | $157M | $117M | $51M | $16M | |
| Operating Expenses | $699M | $746M | $663M | $636M | $498M | $253M | $166M | |
| Operating Income | $13M | $-139M | $-170M | $-233M | $-205M | $-56M | $-30M | |
| Other Non-op | $40M | $48M | $46M | $13M | $23M | $3M | $2M | |
| Pretax Income | $53M | $-91M | $-124M | $-221M | $-181M | $-53M | $-27M | |
| Income Tax | $-130M | $5M | $14M | $11M | $11M | $4M | $4M | |
| Net Income | $184M | $-95M | $-137M | $-232M | $-192M | $-57M | $-31M | |
| EPS (Basic) | $0.63 | $-0.32 | $-0.47 | $-0.82 | $-21.73 | $-21.03 | $-8.21 | |
| EPS (Diluted) | $0.63 | $-0.32 | $-0.47 | $-0.82 | $-21.73 | $-21.03 | $-8.21 | |
| Shares (Basic) | 291,079,000 | 300,843,000 | 293,087,000 | 284,587,000 | 130,652,000 | 76,945,000 | 76,029,000 | |
| Shares (Diluted) | 293,769,000 | 300,843,000 | 293,087,000 | 284,587,000 | 130,652,000 | 76,945,000 | 76,029,000 | |
| EBITDA | $39M | $-119M | $-158M | $-222M | $-191M | · | · |
Balance general 25
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $570M | $620M | $488M | $304M | $748M | $95M | $75M | |
| Short-term Investments | $212M | $450M | $700M | $843M | $576M | $143M | · | |
| Receivables | $151M | $123M | $97M | $70M | $52M | $34M | · | |
| Prepaid Expense | $73M | $46M | $48M | $39M | $31M | $31M | · | |
| Current Assets | $1.10B | $1.27B | $1.36B | $1.28B | $1.42B | $312M | · | |
| PP&E (Net) | $39M | $26M | $23M | $24M | $21M | $21M | · | |
| PP&E (Gross) | $99M | $79M | $66M | $56M | $45M | $39M | · | |
| Accum. Depreciation | $60M | $53M | $43M | $32M | $23M | $18M | · | |
| Goodwill | $147M | $147M | $6M | $6M | $6M | $6M | · | |
| Intangibles | $77M | $91M | $0 | $303.0K | $2M | $6M | · | |
| Other Non-current Assets | $19M | $15M | $10M | $12M | $11M | $8M | · | |
| Total Assets | $1.60B | $1.61B | $1.46B | $1.38B | $1.48B | $367M | · | |
| Accounts Payable | $12M | $2M | $3M | $6M | $6M | $4M | · | |
| Accrued Liabilities | $101M | $82M | $57M | $59M | $56M | $36M | · | |
| Current Liabilities | $498M | $408M | $327M | $272M | $223M | $152M | · | |
| Capital Leases | $33M | $30M | $27M | $28M | · | · | · | |
| Other Non-current Liabilities | $39M | $36M | $31M | $29M | $21M | $17M | · | |
| Total Liabilities | $570M | $474M | $385M | $328M | $245M | $169M | · | |
| Common Stock | · | · | · | · | $0 | $1.0K | · | |
| Paid-in Capital | $4.59B | $4.87B | $4.71B | $4.56B | $4.51B | $0 | · | |
| Retained Earnings | $-3.55B | $-3.74B | $-3.64B | $-3.50B | $-3.27B | $-2.70B | · | |
| AOCI | $-2M | $-338.0K | $-754.0K | $-7M | $-747.0K | $411.0K | · | |
| Stockholders' Equity | $1.03B | $1.14B | $1.07B | $1.05B | $1.24B | $-2.70B | $-1.12B | |
| Liabilities + Equity | $1.60B | $1.61B | $1.46B | $1.38B | $1.48B | $367M | · | |
| Shares Outstanding | 283,427,000 | 303,382,000 | 296,695,000 | 289,093,000 | 273,294,000 | 77,619,000 | 76,821,000 |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $26M | $19M | $12M | $12M | $13M | $11M | $6M | |
| Stock-based Comp | $147M | $217M | $211M | $208M | $173M | $43M | $273.0K | |
| Deferred Tax | $3M | $-13M | $-1M | $-2M | $-2M | $-2M | $-939.0K | |
| Amort. of Intangibles | $14M | $8M | $303.0K | $2M | $4M | $4M | $1M | |
| Restructuring | $405.0K | $10M | $0 | $0 | · | · | · | |
| Other Non-cash | $-117M | $33M | $2M | $13M | $19M | · | · | |
| Operating Cash Flow | $242M | $161M | $86M | $-3M | $11M | $33M | $-8M | |
| CapEx | $6M | $9M | $2M | $7M | $6M | $4M | $12M | |
| Investing Cash Flow | $206M | $39M | $158M | $-285M | $-420M | $-11M | $-149M | |
| Stock Repurchased | $386M | $14M | $0 | $0 | · | · | · | |
| Net Stock Activity | $-386M | $-14M | · | · | · | · | · | |
| Financing Cash Flow | $-437M | $-67M | $-61M | $-156M | $1.06B | $-2M | $150M | |
| Net Change in Cash | $12M | $132M | $184M | $-444M | $650M | $19M | $-7M | |
| Taxes Paid | $14M | $12M | $12M | $13M | $10M | $5M | $3M | |
| Free Cash Flow | $237M | $151M | $84M | $-10M | $6M | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 85.0% | 84.3% | 82.7% | 80.8% | 79.0% | · | · | |
| Operating Margin | 1.6% | -19.2% | -28.5% | -46.9% | -55.2% | · | · | |
| Net Margin | 21.9% | -13.2% | -23.0% | -46.6% | -51.7% | · | · | |
| Pretax Margin | 6.3% | -12.6% | -20.8% | -44.3% | -48.9% | · | · | |
| EBITDA Margin | 4.7% | -16.6% | -26.5% | -44.5% | -51.6% | · | · | |
| ROA | 11.4% | -6.2% | -9.7% | -16.2% | -20.8% | · | · | |
| ROE | 18.2% | -8.4% | -12.9% | -22.0% | -15.3% | · | · | |
| ROIC | 4.4% | -12.8% | -17.6% | -23.3% | -17.5% | · | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 3.1 | 4.1 | 4.7 | 6.4 | · | · | |
| Quick Ratio | 1.9 | 2.9 | 3.9 | 4.5 | 6.2 | · | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.4 | 0.3 | 0.4 | · | · | |
| Receivables Turnover | 6.1 | 6.5 | 7.1 | 8.1 | 8.6 | · | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.4% | 20.8% | 19.8% | 34.2% | 48.6% | · | · | |
| Revenue CAGR 3Y | 19.0% | 24.8% | 33.7% | · | · | · | · | |
| Revenue CAGR 5Y | 27.4% | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $839M | $720M | $596M | $498M | $371M | · | · | |
| Net Income TTM | $184M | $-95M | $-137M | $-232M | $-192M | · | · | |
| Market Cap | $3.47B | $4.91B | $6.97B | $4.25B | $0 | · | · | |
| P/E | 19.4 | -50.5 | -50.0 | -17.9 | -1.2 | · | · | |
| P/S | 4.1 | 6.8 | 11.7 | 8.5 | 0.0 | · | · | |
| P/B | 3.4 | 4.3 | 6.5 | 4.0 | · | · | · | |
| P / Tangible Book | 4.3 | 5.5 | 6.5 | 4.1 | 0.0 | · | · | |
| P / Cash Flow | 14.3 | 30.5 | 80.9 | -1684.2 | 0.0 | · | · | |
| P / FCF | 14.7 | 32.4 | 82.9 | -440.5 | 0.0 | · | · | |
| Earnings Yield | 5.1% | -2.0% | -2.0% | -5.6% | -82.8% | · | · |
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 | $237M | $229M | $223M | $215M | $205M | $196M | $195M | $187M | $174M | $165M | $160M | $154M | $145M | $138M | $133M | $129M | |
| Cost of Revenue | $36M | $35M | $32M | $33M | $31M | $30M | $29M | $30M | $28M | $26M | $27M | $26M | $25M | $25M | $25M | $24M | |
| Gross Profit | $201M | $194M | $191M | $182M | $174M | $166M | $165M | $157M | $146M | $139M | $133M | $127M | $120M | $112M | $108M | $105M | |
| R&D Expense | $44M | $49M | $42M | $41M | $40M | $40M | $41M | $48M | $41M | $35M | $36M | $35M | $34M | $33M | $35M | $36M | |
| SG&A Expense | $38M | $40M | $-329.0K | $47M | $47M | $47M | $48M | $46M | $45M | $42M | $45M | $40M | $41M | $41M | $39M | $40M | |
| Operating Expenses | $195M | $202M | $151M | $190M | $182M | $177M | $189M | $196M | $190M | $171M | $173M | $166M | $164M | $161M | $169M | $163M | |
| Operating Income | $6M | $-8M | $40M | $-7M | $-9M | $-10M | $-24M | $-39M | $-44M | $-32M | $-40M | $-39M | $-43M | $-48M | $-61M | $-58M | |
| Other Non-op | $4M | $1M | $7M | $7M | $13M | $13M | $8M | $14M | $13M | $13M | $15M | $11M | $11M | $9M | $10M | $2M | |
| Pretax Income | $10M | $-7M | $47M | $-52.0K | $4M | $3M | $-16M | $-25M | $-31M | $-19M | $-25M | $-28M | $-32M | $-39M | $-51M | $-56M | |
| Income Tax | $7M | $-2M | $-145M | $5M | $6M | $4M | $6M | $5M | $-10M | $4M | $3M | $3M | $4M | $4M | $5M | $2M | |
| Net Income | $3M | $-5M | $191M | $-5M | $-2M | $-1M | $-22M | $-30M | $-20M | $-23M | $-28M | $-31M | $-36M | $-43M | $-55M | $-58M | |
| EPS (Basic) | $0.01 | $-0.02 | $0.66 | $-0.02 | $-0.01 | $0.00 | $-0.07 | $-0.10 | $-0.07 | $-0.08 | $-0.09 | $-0.11 | $-0.12 | $-0.15 | $-0.20 | $-0.20 | |
| EPS (Diluted) | $0.01 | $-0.02 | $0.66 | $-0.02 | $-0.01 | $0.00 | $-0.07 | $-0.10 | $-0.07 | $-0.08 | $-0.09 | $-0.11 | $-0.12 | $-0.15 | $-0.20 | $-0.20 | |
| Shares (Basic) | 271,951,000 | 283,336,000 | -590,797,000 | 286,161,000 | 294,435,000 | 301,280,000 | -598,928,000 | 302,096,000 | 299,805,000 | 297,870,000 | -583,187,000 | 294,146,000 | 291,995,000 | 290,133,000 | -565,057,000 | 286,697,000 | |
| Shares (Diluted) | 272,988,000 | 283,336,000 | -588,107,000 | 286,161,000 | 294,435,000 | 301,280,000 | -598,928,000 | 302,096,000 | 299,805,000 | 297,870,000 | -583,187,000 | 294,146,000 | 291,995,000 | 290,133,000 | -565,057,000 | 286,697,000 | |
| EBITDA | $6M | $-197.0K | · | $-7M | $-9M | $-4M | · | $-39M | $-44M | $-29M | · | $-39M | $-43M | $-45M | · | $-58M |
Balance general 24
| 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 | $495M | $548M | $570M | $421M | $486M | $594M | $620M | $391M | $310M | $468M | $488M | $458M | $356M | $344M | $304M | $432M | |
| Short-term Investments | $169M | $231M | $212M | $392M | $440M | $401M | $450M | $664M | $709M | $739M | · | $706M | $805M | $806M | · | $719M | |
| Receivables | $138M | $127M | $151M | $120M | $116M | $112M | $123M | $99M | $101M | $84M | · | $80M | $74M | $73M | · | $57M | |
| Prepaid Expense | $67M | $68M | $73M | $60M | $67M | $62M | $46M | $54M | $52M | $52M | · | $52M | $47M | $46M | · | $42M | |
| Current Assets | $902M | $1.01B | $1.10B | $1.02B | $1.14B | $1.20B | $1.27B | $1.23B | $1.20B | $1.37B | · | $1.32B | $1.30B | $1.29B | · | $1.27B | |
| PP&E (Net) | $46M | $44M | $39M | $35M | $31M | $27M | $26M | $26M | $23M | $22M | · | $23M | $23M | $24M | · | $23M | |
| PP&E (Gross) | $114M | $108M | $99M | $93M | $89M | $83M | $79M | $77M | $72M | $68M | · | $63M | $61M | $59M | · | $53M | |
| Accum. Depreciation | $68M | $64M | $60M | $57M | $58M | $55M | $53M | $51M | $48M | $46M | · | $40M | $38M | $35M | · | $30M | |
| Goodwill | $198M | $199M | $147M | $147M | $147M | $147M | $147M | $147M | $147M | $6M | · | $6M | $6M | $6M | · | $6M | |
| Intangibles | $92M | $97M | $77M | $80M | $84M | $87M | $91M | $94M | $98M | · | · | · | · | · | · | $579.0K | |
| Other Non-current Assets | $17M | $18M | $19M | $17M | $17M | $15M | $15M | $14M | $14M | $12M | · | $10M | $10M | $11M | · | $12M | |
| Total Assets | $1.49B | $1.61B | $1.60B | $1.37B | $1.48B | $1.54B | $1.61B | $1.58B | $1.54B | $1.47B | · | $1.42B | $1.40B | $1.39B | · | $1.36B | |
| Accounts Payable | $27M | $19M | $12M | $8M | $5M | $2M | $2M | $7M | $10M | $2M | · | $3M | $2M | $4M | · | $4M | |
| Accrued Liabilities | $105M | $109M | $98M | $91M | $87M | $80M | $82M | $74M | $69M | $58M | · | $55M | $54M | $58M | · | $57M | |
| Current Liabilities | $533M | $520M | $498M | $451M | $433M | $413M | $408M | $378M | $368M | $336M | · | $306M | $292M | $285M | · | $252M | |
| Capital Leases | $26M | $29M | $33M | $31M | $27M | $31M | $30M | $26M | $28M | $25M | · | $27M | $24M | $26M | · | $25M | |
| Other Non-current Liabilities | $36M | $37M | $39M | $38M | $37M | $35M | $36M | $37M | $33M | $28M | · | $27M | $27M | $29M | · | $26M | |
| Total Liabilities | $595M | $586M | $570M | $520M | $496M | $479M | $474M | $440M | $428M | $389M | · | $360M | $343M | $340M | · | $303M | |
| Paid-in Capital | $4.45B | $4.58B | $4.59B | $4.60B | $4.72B | $4.80B | $4.87B | $4.85B | $4.80B | $4.74B | · | $4.68B | $4.64B | $4.60B | · | $4.52B | |
| Retained Earnings | $-3.55B | $-3.56B | $-3.55B | $-3.74B | $-3.74B | $-3.74B | $-3.74B | $-3.71B | $-3.68B | $-3.66B | · | $-3.61B | $-3.58B | $-3.55B | · | $-3.45B | |
| AOCI | $-2M | $-4M | $-2M | $-2M | $102.0K | $608.0K | $-338.0K | $2M | $-1M | $-1M | · | $-5M | $-6M | $-5M | · | $-9M | |
| Stockholders' Equity | $896M | $1.02B | $1.03B | $851M | $985M | $1.06B | $1.14B | $1.14B | $1.12B | $1.08B | $1.07B | $1.06B | $1.06B | $1.05B | $1.05B | $1.06B | |
| Liabilities + Equity | $1.49B | $1.61B | $1.60B | $1.37B | $1.48B | $1.54B | $1.61B | $1.58B | $1.54B | $1.47B | · | $1.42B | $1.40B | $1.39B | · | $1.36B | |
| Shares Outstanding | 262,810,000 | 278,982,000 | 283,427,000 | 281,744,000 | 292,042,000 | 298,380,000 | 303,382,000 | 302,578,000 | 300,961,000 | 298,500,000 | 296,695,000 | 294,861,000 | 292,839,000 | 290,535,000 | 289,093,000 | 287,082,000 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $8M | $8M | $7M | $7M | $6M | $6M | $6M | $6M | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $38M | $44M | $-3M | $49M | $49M | $52M | $50M | $59M | $55M | $52M | $51M | $55M | $54M | $51M | $57M | $54M | |
| Deferred Tax | $3M | $-6M | $3M | $0 | $0 | $-459.0K | $1M | $0 | $-14M | $477.0K | $-1M | $0 | $0 | $113.0K | $-3M | $0 | |
| Amort. of Intangibles | $4M | $4M | $3M | $3M | $4M | $4M | $4M | $4M | $976.0K | $0 | $0 | $0 | $46.0K | · | $276.0K | $276.0K | |
| Restructuring | $7M | $0 | $0 | $0 | $0 | $405.0K | $10M | $0 | $0 | $0 | · | · | · | · | · | · | |
| Other Non-cash | · | $21M | · | · | · | $2M | · | · | · | $8M | · | · | · | $249.0K | · | · | |
| Operating Cash Flow | $59M | $62M | $62M | $63M | $59M | $58M | $41M | $42M | $36M | $41M | $31M | $24M | $20M | $12M | $7M | $-4M | |
| CapEx | $5M | $4M | $2M | $2M | $380.0K | $1M | $5M | $1M | $2M | $739.0K | $1M | $278.0K | $329.0K | $383.0K | $2M | $2M | |
| Investing Cash Flow | $55M | $-82M | $157M | $46M | $-43M | $46M | $209M | $50M | $-183M | $-38M | $12M | $102M | $3M | $41M | $-124M | $-140M | |
| Stock Repurchased | $159M | $48M | $0 | $159M | $114M | $114M | $14M | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $-48M | · | · | · | $-114M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-166M | $-56M | $-8M | $-174M | $-124M | $-130M | $-21M | $-12M | $-11M | $-23M | $-13M | $-24M | $-11M | $-12M | $-12M | $-13M | |
| Net Change in Cash | $-54M | $-83M | $211M | $-65M | $-108M | $-26M | $229M | $81M | $-158M | $-20M | $30M | $102M | $12M | $40M | $-128M | $-158M | |
| Taxes Paid | $3M | $3M | $4M | $3M | $4M | $3M | $4M | $4M | $3M | $2M | $2M | $3M | $4M | $2M | $4M | $4M | |
| Free Cash Flow | · | $58M | · | · | · | $57M | · | · | · | $40M | · | · | · | $11M | · | · |
Rentabilidad 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 84.8% | 84.8% | · | 84.7% | 84.8% | 84.8% | · | 84.0% | 83.8% | 84.3% | · | 82.9% | 82.9% | 81.7% | · | 81.2% | |
| Operating Margin | 2.5% | -3.5% | · | -3.5% | -4.2% | -5.3% | · | -20.8% | -25.1% | -19.5% | · | -25.2% | -29.8% | -34.9% | · | -45.3% | |
| Net Margin | 1.4% | -2.1% | · | -2.2% | -0.85% | -0.66% | · | -16.1% | -11.6% | -14.1% | · | -20.2% | -24.6% | -31.0% | · | -44.9% | |
| Pretax Margin | 4.3% | -2.9% | · | -0.02% | 1.9% | 1.3% | · | -13.4% | -17.5% | -11.7% | · | -18.1% | -22.1% | -28.1% | · | -43.5% | |
| EBITDA Margin | 2.5% | -0.09% | · | -3.5% | -4.2% | -2.1% | · | -20.8% | -25.1% | -17.7% | · | -25.2% | -29.8% | -32.7% | · | -45.3% | |
| ROA | 0.22% | -0.31% | · | -0.32% | -0.11% | -0.09% | · | -2.0% | -1.4% | -1.6% | · | -2.2% | -2.6% | -3.1% | · | -4.1% | |
| ROE | 0.34% | -0.46% | · | -0.47% | -0.17% | -0.12% | · | -2.7% | -1.9% | -2.2% | · | -2.9% | -3.3% | -4.0% | · | -5.0% | |
| ROIC | 0.21% | -0.57% | · | -78.8% | 0.39% | 0.50% | · | -4.1% | -2.6% | -3.6% | · | -4.1% | -4.5% | -5.1% | · | -5.7% |
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 | 1.7 | 1.9 | · | 2.3 | 2.6 | 2.9 | · | 3.3 | 3.3 | 4.1 | · | 4.3 | 4.5 | 4.5 | · | 5.0 | |
| Quick Ratio | 1.5 | 1.7 | · | 2.1 | 2.4 | 2.7 | · | 3.1 | 3.0 | 3.8 | · | 4.1 | 4.2 | 4.3 | · | 4.8 |
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 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.9 | 1.9 | · | 2.0 | 1.9 | 2.0 | · | 2.1 | 2.0 | 2.1 | · | 2.2 | 2.2 | 2.3 | · | 2.5 |
Valoración (TTM) 10
| 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 | $886M | $845M | · | $803M | $762M | $722M | · | $679M | $638M | $601M | · | $565M | $533M | $503M | · | $461M | |
| Net Income TTM | $-8M | $-13M | · | $-38M | $-53M | $-75M | · | $-105M | $-110M | $-133M | · | $-167M | $-206M | $-219M | · | $-284M | |
| Market Cap | $2.66B | $2.24B | · | $3.32B | $4.35B | $4.21B | · | $3.47B | $3.82B | $5.44B | · | $5.87B | $5.15B | $4.46B | · | $3.72B | |
| P/E | -253.0 | -160.6 | · | -90.5 | -82.8 | -56.4 | · | -31.9 | -33.4 | -39.6 | · | -34.3 | -24.8 | -19.9 | · | -0.5 | |
| P/S | 3.0 | 2.7 | · | 4.1 | 5.7 | 5.8 | · | 5.1 | 6.0 | 9.0 | · | 10.4 | 9.7 | 8.9 | · | 8.1 | |
| P/B | 3.0 | 2.2 | · | 3.9 | 4.4 | 4.0 | · | 3.1 | 3.4 | 5.0 | · | 5.5 | 4.9 | 4.2 | · | 3.5 | |
| P / Tangible Book | 4.4 | 3.1 | · | 5.3 | 5.8 | 5.1 | · | 3.9 | 4.4 | 5.1 | · | 5.6 | 4.9 | 4.3 | · | 3.5 | |
| P / Cash Flow | · | 35.9 | · | · | · | 72.6 | · | · | · | 133.8 | · | · | · | 387.9 | · | · | |
| P / FCF | · | 38.3 | · | · | · | 74.3 | · | · | · | 136.3 | · | · | · | 401.3 | · | · | |
| Earnings Yield | -0.40% | -0.62% | · | -1.1% | -1.2% | -1.8% | · | -3.1% | -3.0% | -2.5% | · | -2.9% | -4.0% | -5.0% | · | -195.4% |
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 | $839M | $720M | $596M | $498M | $371M |
| Margen Bruto % | 85.0% | 84.3% | 82.7% | 80.8% | 79.0% |
| Margen Operativo % | 1.6% | -19.2% | -28.5% | -46.9% | -55.2% |
| Beneficio neto | $184M | $-95M | $-137M | $-232M | $-192M |
| EPS Diluido | $0.63 | $-0.32 | $-0.47 | $-0.82 | $-21.73 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 2.2 | 3.1 | 4.1 | 4.7 | 6.4 |
| Ratio Rápido | 1.9 | 2.9 | 3.9 | 4.5 | 6.2 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $237M | $151M | $84M | $-10M | $6M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 375 declarantes · $1.5B 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 |
|---|---|---|---|---|
| 77 (-10 vs trimestre anterior) | 54 (-16 vs trimestre anterior) | 137 (+18 vs trimestre anterior) | 80 (-16 vs trimestre anterior) | -8.2M |
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 PORTFOLIO MANAGEMENT LLC | $161 011 932 | 15 910 270 | 11,05% | Acciones |
| Alphabet Inc. | $144 992 003 | 14 327 273 | 9,95% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $105 754 263 | 10 450 026 | 7,26% | Acciones |
| Haveli Investment Management LLC | $83 025 411 | 8 204 092 | 5,70% | Acciones |
| WestBridge Capital Management, LLC | $79 509 399 | 7 856 660 | 5,46% | Acciones |
| CITADEL ADVISORS LLC | $64 493 485 | 6 372 874 | 4,43% | Acciones |
| STATE STREET CORP | $57 245 490 | 5 656 669 | 3,93% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $52 162 012 | 5 154 349 | 3,58% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $49 004 761 | 4 841 304 | 3,36% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $32 741 236 | 3 235 300 | 2,25% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $30 284 151 | 2 992 505 | 2,08% | Acciones |
| GOLDMAN SACHS GROUP INC | $29 877 256 | 2 952 298 | 2,05% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $25 421 916 | 2 512 047 | 1,74% | Acciones |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $25 111 647 | 2 481 388 | 1,72% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $18 923 914 | 1 869 952 | 1,30% | Acciones |
| Point72 Asset Management, L.P. | $18 913 035 | 1 868 877 | 1,30% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $18 206 902 | 1 799 101 | 1,25% | Acciones |
| GAGNON SECURITIES LLC | $15 826 324 | 1 563 866 | 1,09% | Acciones |
| Balyasny Asset Management L.P. | $15 564 914 | 1 538 035 | 1,07% | Acciones |
| ALGERT GLOBAL LLC | $15 518 979 | 1 533 496 | 1,07% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $14 835 809 | 1 465 989 | 1,02% | Acciones |
| Cubist Systematic Strategies, LLC | $13 932 896 | 1 183 763 | 0,96% | Acciones |
| Optimus Prime Fund Management Co., Ltd. | $11 334 400 | 1 120 000 | 0,78% | Acciones |
| Trexquant Investment LP | $10 250 771 | 1 012 922 | 0,70% | Acciones |
| FMR LLC | $9 895 559 | 977 822 | 0,68% | Acciones |
| Quantinno Capital Management LP | $9 196 034 | 908 699 | 0,63% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $8 490 660 | 838 998 | 0,58% | Acciones |
| Voleon Capital Management LP | $8 480 520 | 837 996 | 0,58% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $8 330 036 | 823 126 | 0,57% | Acciones |
| WESTERLY CAPITAL MANAGEMENT, LLC | $8 096 000 | 800 000 | 0,56% | Acciones |
| Gagnon Advisors, LLC | $7 855 265 | 776 212 | 0,54% | Acciones |
| Edgestream Partners, L.P. | $7 458 906 | 737 046 | 0,51% | Acciones |
| IEQ CAPITAL, LLC | $7 290 246 | 720 380 | 0,50% | Acciones |
| D. E. Shaw & Co., Inc. | $6 822 165 | 674 127 | 0,47% | Acciones |
| GENERATION INVESTMENT MANAGEMENT LLP | $6 391 772 | 631 598 | 0,44% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $6 205 533 | 613 195 | 0,43% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6 182 308 | 610 900 | 0,42% | Opción de compra |
| ALLIANCEBERNSTEIN L.P. | $6 047 160 | 753 071 | 0,41% | Acciones |
| BANK OF AMERICA CORP /DE/ | $5 985 181 | 591 421 | 0,41% | Acciones |
| Dorsey & Whitney Trust CO LLC | $5 965 942 | 589 520 | 0,41% | Acciones |
| Mariner, LLC | $5 732 824 | 566 469 | 0,39% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $5 546 357 | 548 059 | 0,38% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $5 476 306 | 541 137 | 0,38% | Acciones |
| Brevan Howard Capital Management LP | $5 318 900 | 525 583 | 0,37% | Acciones |
| PRUDENTIAL FINANCIAL INC | $5 229 004 | 516 700 | 0,36% | Acciones |
| CIBC Private Wealth Group LLC | $5 163 393 | 438 691 | 0,35% | Acciones |
| TWO SIGMA ADVISERS, LP | $4 626 825 | 377 700 | 0,32% | Acciones |
| BW Gestao de Investimentos Ltda. | $4 272 846 | 422 218 | 0,29% | Acciones |
| Corient Private Wealth LP | $4 183 297 | 413 369 | 0,29% | Acciones |
| Cinctive Capital Management LP | $4 140 649 | 409 155 | 0,28% | Acciones |
| MORGAN STANLEY | $4 099 936 | 405 132 | 0,28% | Acciones |
| CIBC Bancorp USA Inc. | $4 052 099 | 400 405 | 0,28% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $4 019 765 | 397 210 | 0,28% | Acciones |
| Swiss National Bank | $3 838 516 | 379 300 | 0,26% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $3 610 371 | 356 756 | 0,25% | Acciones |
| BlackRock, Inc. | $3 515 637 | 347 395 | 0,24% | Acciones |
| Cerity Partners LLC | $3 430 750 | 339 007 | 0,24% | Acciones |
| Holocene Advisors, LP | $3 416 046 | 337 554 | 0,23% | Acciones |
| ZACKS INVESTMENT MANAGEMENT | $3 404 184 | 336 381 | 0,23% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3 318 373 | 364 640 | 0,23% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3 287 715 | 324 873 | 0,23% | Acciones |
| JANE STREET GROUP, LLC | $3 187 456 | 314 966 | 0,22% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $3 062 312 | 302 600 | 0,21% | Opción de compra |
| Allianz Asset Management GmbH | $3 007 942 | 374 588 | 0,21% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $3 001 541 | 296 595 | 0,21% | Acciones |
| RHUMBLINE ADVISERS | $2 803 959 | 277 072 | 0,19% | Acciones |
| CastleKnight Management LP | $2 717 220 | 268 500 | 0,19% | Acciones |
| BARCLAYS PLC | $2 581 096 | 255 049 | 0,18% | Acciones |
| Assenagon Asset Management S.A. | $2 564 934 | 253 452 | 0,18% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 515 923 | 248 609 | 0,17% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 484 894 | 245 543 | 0,17% | Acciones |
| CWM, LLC | $2 442 051 | 304 116 | 0,17% | Acciones |
| Inlight Wealth Management, LLC | $2 396 871 | 236 845 | 0,16% | Acciones |
| Headlands Technologies LLC | $2 220 196 | 219 387 | 0,15% | Acciones |
| WOLVERINE TRADING, LLC | $2 154 348 | 174 300 | 0,15% | Opción de compra |
| Schonfeld Strategic Advisors LLC | $2 119 168 | 209 404 | 0,15% | Acciones |
| LAVELLE CAPITAL LP | $2 066 251 | 204 175 | 0,14% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 978 030 | 246 330 | 0,14% | Acciones |
| WELLS FARGO & COMPANY/MN | $1 963 826 | 194 054 | 0,13% | Acciones |
| HERALD INVESTMENT MANAGEMENT Ltd | $1 922 800 | 190 000 | 0,13% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $1 884 051 | 186 171 | 0,13% | Acciones |
| FIRST TRUST ADVISORS LP | $1 842 902 | 182 105 | 0,13% | Acciones |
| Vanguard Global Advisers, LLC | $1 842 538 | 182 069 | 0,13% | Acciones |
| Arax Advisory Partners | $1 794 712 | 177 343 | 0,12% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 791 786 | 177 054 | 0,12% | Acciones |
| VARCOV Co. | $1 670 711 | 165 090 | 0,11% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $1 665 499 | 164 575 | 0,11% | Acciones |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $1 664 469 | 135 875 | 0,11% | Acciones |
| CITADEL ADVISORS LLC | $1 572 648 | 155 400 | 0,11% | Opción de compra |
| CAPTRUST FINANCIAL ADVISORS | $1 572 093 | 155 345 | 0,11% | Acciones |
| Verition Fund Management LLC | $1 520 024 | 150 200 | 0,10% | Opción de compra |
| CANADA PENSION PLAN INVESTMENT BOARD | $1 518 000 | 150 000 | 0,10% | Acciones |
| Nuveen, LLC | $1 508 821 | 149 093 | 0,10% | Acciones |
| JANE STREET GROUP, LLC | $1 409 716 | 139 300 | 0,10% | Opción de compra |
| Russell Investments Group, Ltd. | $1 407 803 | 139 111 | 0,10% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $1 403 000 | 138 600 | 0,10% | Acciones |
| Dalton Investments, Inc. | $1 361 332 | 134 519 | 0,09% | Acciones |
| Hillsdale Investment Management Inc. | $1 331 792 | 131 600 | 0,09% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $1 316 895 | 130 128 | 0,09% | Acciones |
| FRANKLIN RESOURCES INC | $1 294 469 | 127 912 | 0,09% | Acciones |
Informantes de la empresa 19 insiders · 10 directivos · 10 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Dennis Woodside | CEO & President | 2 de julio de 2026 F | 2 854 611 | 0 | 0 | $0 |
| Tyler Sloat | Chief Financial & Oper Officer | 1 de agosto de 2026 F | 1 746 218 | 0 | 0 | $0 |
| Philippa Lawrence | Chief Accounting Officer | 6 de julio de 2026 S | 456 144 | 0 | 2 | $-131 816 |
| Ian Tickle | Chief Revenue Officer | 2 de julio de 2026 F | 933 110 | 0 | 0 | $0 |
| Mika Yamamoto | CHIEF CUST & MARKETING OFFICER | 4 de agosto de 2025 S | 566 198 | 0 | 0 | $0 |
| Rathnagirish Mathrubootham | EXECUTIVE CHAIRMAN | 1 de junio de 2025 F | 738 305 | 0 | 0 | $0 |
| Srinivasagopalan Ramamurthy | Chief Product Officer | 1 de febrero de 2024 F | 564 559 | 0 | 0 | $0 |
| Pradeep Rathinam | Chief Revenue Officer | 1 de noviembre de 2023 F | 798 843 | 0 | 0 | $0 |
| Stacey Epstein | Chief Marketing Officer | 1 de mayo de 2023 F | 317 139 | 0 | 0 | $0 |
| Jose Morales | Chief Revenue Officer | 1 de noviembre de 2022 F | 208 515 | 0 | 0 | $0 |
| Jennifer H Taylor | Consejero | 2 de julio de 2026 S | 62 673 | 0 | 1 | $-69 092 |
| Johanna Flower | Consejero | 1 de julio de 2026 A | 74 065 | 0 | 0 | $0 |
| Barry L. Padgett | Consejero | 1 de julio de 2026 S | 47 270 | 0 | 1 | $-69 423 |
| Francis J. Pelzer | Consejero | 1 de julio de 2026 A | 64 627 | 0 | 0 | $0 |
| Randy Gottfried | Consejero | 1 de julio de 2026 A | 75 173 | 0 | 0 | $0 |
| Sameer K Gandhi | Consejero | 1 de julio de 2026 A | 88 786 | 0 | 0 | $0 |
| Roxanne S Austin | Consejero | 1 de julio de 2026 A | 212 149 | 0 | 0 | $0 |
| NELSON ZACHARY | Consejero | 4 de agosto de 2025 C | 38 870 | 0 | 0 | $0 |
| Accel India III (Mauritius) Ltd. | Propietario del 10% | 12 de septiembre de 2023 C | 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 4 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 |
|---|---|---|---|---|---|
| SEQUOIA CAPITAL GLOBAL GROWTH FUND III - ENDURANCE PARTNERS, L.P. ("SC GGF III"), SEQUOIA CAPITAL GLOBAL GROWTH FUND III - ENDURANCE PARTNERS MANAGEMENT, L.P. ("SC GGF III MGMT"), SC US (TTGP), LTD. ("SC US TTGP"), DOUGLAS LEONE ("DL"), ROELOF BOTHA ("RB") | 24 de julio de 2025 | 2,90% | Enmienda | — | SEC |
| Peak XV Partners V Ltd., Peak XV Partners Investments V, Peak XV Partners Principals Fund V LTD, Peak XV Partners Management V Ltd., Peak XV Partners Growth Investments III-1, Peak XV Partners Growth Fund III Ltd., Peak XV Partners Principals Growth Fund III Ltd., Peak XV Partners GF Management III Ltd. ×2 presentaciones | 24 de febrero de 2025 | 4,00% | Enmienda | — | SEC |
| SEQUOIA CAPITAL GLOBAL GROWTH FUND III – ENDURANCE PARTNERS, L.P. (“SC GGF III”), SEQUOIA CAPITAL GLOBAL GROWTH FUND III – ENDURANCE PARTNERS MANAGEMENT, L.P. (“SC GGF III MGMT”), SC US (TTGP), LTD. (“SC US TTGP”), DOUGLAS LEONE (“DL”), ROELOF BOTHA (“RB”) ×4 presentaciones | 7 de noviembre de 2023 | — | Presentación inicial | — | SEC |
| SCI INVESTMENTS V (“SCI INVESTMENTS V”), SEQUOIA CAPITAL INDIA V LTD. (“SEQUOIA CAPITAL INDIA V”), SC INDIA PRINCIPALS FUND V LTD. (“SC INDIA PRINCIPALS FUND V”), SCI GROWTH INVESTMENTS III-1 (“SCI GROWTH III-1”), SEQUOIA CAPITAL INDIA GROWTH FUND III LTD. (“SEQUOIA CAPITAL INDIA GROWTH III”), SC INDIA PRINCIPALS GROWTH FUND III LTD. (“SC INDIA PRINCIPALS GROWTH III”) | 27 de julio de 2023 | — | 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 55 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| SMLL · Harbor ETF Trust | 2,55% | 43 143 NS | 30 de abril de 2026 | N-PORT |
| CLOU · Global X Funds | 1,69% | 467 716 NS | 31 de mayo de 2026 | N-PORT |
| RNIN · EA Series Trust | 1,18% | 220 608 NS | 30 de abril de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,44% | 117 324 NS | 31 de mayo de 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,36% | 829 517 NS | 30 de junio de 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,25% | 1 062 114 NS | 30 de abril de 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0,25% | 70 488 NS | 31 de mayo de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,11% | 142 679 NS | 30 de abril de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,09% | 2 936 NS | 30 de abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,08% | 75 906 NS | 30 de abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,07% | 7 313 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,05% | 90 396 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,05% | 9 819 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 794 128 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 996 193 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,04% | 106 381 NS | 31 de mayo de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,03% | 30 847 NS | 31 de mayo de 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0,03% | 1 609 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,03% | 7 679 NS | 31 de mayo de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,03% | 590 246 NS | 30 de abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,02% | 13 302 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,02% | 7 770 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 6 897 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 8 127 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 195 NS | 31 de mayo de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 85 159 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 8 162 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 127 795 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| ITOT · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| IWV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWN · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IWO · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IGM · iShares Trust | — | — | 17 de agosto de 2026 | Diario |
| IGV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| PKW · Invesco Exchange-Traded Fund Trust | — | — | 4 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 23 de julio de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 de julio de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | — | — | 20 de julio de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | — | — | 30 de julio de 2026 | Diario |