FSLY Fastly, Inc. - Class A Common Stock
Acerca de Fastly, Inc. - Class A Common Stock Descripción general de la empresa de Wikipedia
Fastly es un proveedor estadounidense de servicios de computación en la nube.
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Fastly es un proveedor estadounidense de servicios de computación en la nube.
Fastly describe su red como una plataforma de nube, diseñada para ayudar a los desarrolladores a extender su infraestructura de nube central en la frontera de la red, más cerca de los usuarios. La plataforma incluye su red de entrega de contenido, optimización de imágenes, video y transmisión, seguridad en la nube y servicios de equilibrio de carga. Los servicios de seguridad en la nube incluyen protección contra ataques de denegación de servicio, mitigación de bots y un cortafuegos de aplicaciones web. El cortafuegos utiliza las reglas básicas de ModSecurity de OWASP junto con su propio conjunto de reglas.
La plataforma Fastly está construida sobre Varnish.
Historia
Fastly fue fundada en 2011 por Artur Bergman, anteriormente director técnico de Wikia. En junio de 2013, Fastly recaudó $10 millones de dólares en financiamiento. En abril de 2014, la compañía anunció que había adquirido CDN Sumo, un complemento de CDN para Heroku. En septiembre de 2014, Fastly recaudó otros $40 millones, seguido de $75 millones en agosto de 2015.
En septiembre de 2015, Google se asoció con Fastly y otros proveedores de redes de distribución de contenido para ofrecer servicios a sus usuarios. En abril de 2017, lanzó su plataforma en la nube junto con servicios de optimización de imágenes, equilibrio de carga y un firewall de aplicaciones web.
Recaudó $50 millones en fondos en abril de 2017, y otros $40 millones en julio de 2018. La compañía presentó una oferta pública inicial en abril de 2019 y se lanzó en la Bolsa de Valores de Nueva York el 17 de mayo de 2019. En febrero de 2020, Bergman dejó el cargo de director ejecutivo y asumió el cargo de arquitecto en jefe y presidente ejecutivo; Joshua Bixby asumió el cargo de director ejecutivo.
En agosto de 2020, Fastly anunció que estaba adquiriendo la empresa de ciberseguridad Signal Sciences por $775 millones de dólares ($200 millones en efectivo y $575 millones en acciones).
Operación
Fastly fue descrito por TechRadar como «un CDN de fuerza industrial ultraconfigurable para profesionales». Sigue el simple modelo de proxy inverso similar a Cloudflare. En lugar de proporcionar una dirección "cdn.midominio.com" para almacenar archivos específicos, enruta rápidamente todo el tráfico del sitio web a través de sus servidores. Luego opera de manera similar a cualquier CDN, obteniendo contenido desde el servidor más cercano al usuario final entre más de 50 servidores en todo el mundo. Tiene características de seguridad de nivel empresarial. Tiene un precio de servicio de pago por uso sujeto a un cargo mínimo de 50 dólares estadounidenses por mes, comparable a CloudFront y Azure.
El análisis de TechRadar descubrió que tiene muchas características útiles, es ampliamente configurable y purga su caché casi instantáneamente (lo que lo hace adecuado para contenido que cambia rápidamente), pero podría ser complicado de configurar, más caro que otros servicios similares y con resultados de velocidad de rango medio.
Interrupción de servicios de 2021
El 8 de junio de 2021, Fastly informó sobre problemas con su servicio CDN que causaron muchos sitios web importantes, como Reddit, gov.uk, Twitch, Spotify y Amazon, junto con importantes fuentes de noticias como The New York Times, The Guardian, CNN y la BBC, dejarán de estar disponibles. The Verge, un sitio de noticias tecnológicas también afectado, recurrió al uso de Google Docs para informar sobre la interrupción en curso. También afectó a ciertas partes de otros sitios web importantes, como los servidores que alojan los emojis utilizados por Twitter, por lo que se volvieron inaccesibles. La interrupción de Fastly se resolvió después de unas horas, comenzando a estar disponibles nuevamente muchos de los sitios web afectados. Desde entonces, Fastly ha declarado que la causa de la interrupción fue un error de software provocado por una configuración de usuario específica.
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
FSLY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
FSLY 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
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
FSLY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 16,7%
- Compra 7 38,9%
- Mantener 7 38,9%
- Venta 1 5,6%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
10 analistas · 2026-08-20Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.15 | $0.07 | 0.08% |
| 31 de marzo de 2026 | $0.13 | $0.08 | 0.05% |
| 31 de diciembre de 2025 | $0.12 | $0.06 | 0.06% |
| 30 de septiembre de 2025 | $0.07 | $0.00 | 0.07% |
| 30 de junio de 2025 | $-0.03 | $-0.05 | 0.02% |
| 31 de marzo de 2025 | $-0.05 | $-0.07 | 0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| FSLY | $1.54B | -12.3 | 14.8% | -19.5% | -13.0% | 57.1% |
| DOCN | $4.42B | 19.1 | 15.5% | 28.8% | -254.3% | 59.9% |
| GDDY | $16.72B | 19.9 | 8.3% | 17.7% | 282.5% | — |
| APLD | $13.61B | -52.0 | 167.5% | -30.1% | -11.6% | — |
| SHAZ | — | — | 257.4% | -2529.2% | -401.0% | 6.4% |
| SHAZ | — | — | 257.4% | -2529.2% | -401.0% | 6.4% |
| BLZE | — | -10.1 | 14.3% | -17.6% | -31.4% | 60.9% |
| WYFI | $606M | -20.3 | 66.2% | -31.2% | -6.2% | 60.2% |
| RXT | $238M | -1.0 | -1.9% | -8.4% | 19.3% | 18.9% |
| SNOW | $66.35B | -48.8 | 29.2% | -28.4% | -54.1% | 67.2% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $624M | $544M | $506M | $433M | $354M | $291M | $200M | $145M | |
| Cost of Revenue | $268M | $248M | $240M | $223M | $167M | $120M | $88M | $65M | |
| Gross Profit | $356M | $296M | $266M | $210M | $187M | $171M | $112M | $79M | |
| R&D Expense | $163M | $138M | $152M | $155M | $127M | $75M | $46M | $35M | |
| SG&A Expense | $111M | $113M | $116M | $121M | $127M | $102M | $41M | $23M | |
| Operating Expenses | $475M | $464M | $464M | $456M | $406M | $278M | $159M | $108M | |
| Operating Income | $-119M | $-168M | $-198M | $-246M | $-219M | $-107M | $-47M | $-29M | |
| Interest Expense | · | · | $4M | $6M | $5M | $2M | $5M | $2M | |
| Interest Income | $12M | $15M | $18M | $7M | $1M | $2M | $3M | $939.0K | |
| Other Non-op | $-721.0K | $-1M | $-2M | $-29.0K | $356.0K | $-279.0K | $-3M | $-741.0K | |
| Pretax Income | $-119M | $-155M | $-133M | $-191M | $-223M | $-107M | $-51M | $-31M | |
| Income Tax | $2M | $3M | $-221.0K | $94.0K | $69.0K | $-11M | $492.0K | $185.0K | |
| Net Income | $-122M | $-158M | $-133M | $-191M | $-223M | $-96M | $-52M | $-31M | |
| EPS (Basic) | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 | $-0.93 | $-0.75 | · | |
| EPS (Diluted) | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 | $-0.93 | $-0.75 | · | |
| Shares (Basic) | 146,902,000 | 138,099,000 | 128,770,000 | 121,723,000 | 116,053,000 | 103,552,000 | 68,350,000 | · | |
| Shares (Diluted) | 146,902,000 | 138,099,000 | 128,770,000 | 121,723,000 | 116,053,000 | 103,552,000 | 68,350,000 | · | |
| EBITDA | $-119M | $-168M | $-198M | $-246M | $-190M | $-87M | $-30M | · |
Balance general 29
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $181M | $286M | $108M | $143M | $166M | $63M | $16M | $37M | |
| Short-term Investments | $181M | $10M | $215M | $375M | · | $131M | $115M | $47M | |
| Receivables | $118M | $116M | $120M | $90M | $65M | $50M | $37M | $25M | |
| Prepaid Expense | $27M | $28M | $20M | $29M | $32M | $17M | $11M | $9M | |
| Other Current Assets | $10M | $6M | · | · | · | · | · | · | |
| Current Assets | $507M | $440M | $464M | $636M | $625M | $261M | $249M | $117M | |
| PP&E (Net) | · | · | · | $180M | $167M | $96M | $60M | $42M | |
| PP&E (Gross) | · | · | · | $303M | $255M | $158M | $108M | $78M | |
| Accum. Depreciation | · | · | · | $122M | $88M | $62M | $48M | $36M | |
| Goodwill | $670M | $670M | $670M | $670M | $637M | $636M | $372.0K | $360.0K | |
| Intangibles | $26M | $43M | $62M | $83M | $103M | $122M | $1M | $610.0K | |
| Other Non-current Assets | $58M | $68M | $91M | $93M | $29M | $25M | $10M | $2M | |
| Total Assets | $1.50B | $1.45B | $1.53B | $1.90B | $2.16B | $1.22B | $321M | $163M | |
| Accounts Payable | $18M | $6M | $6M | $5M | $9M | $9M | $5M | $2M | |
| Accrued Liabilities | $71M | $42M | $62M | $61M | $36M | $34M | $20M | $16M | |
| Current Liabilities | $194M | $104M | $148M | $152M | $132M | $94M | $37M | $32M | |
| Capital Leases | $44M | $40M | $48M | $61M | $55M | $45M | $0 | $2M | |
| Other Non-current Liabilities | $9M | $4M | $4M | $7M | $3M | $4M | $1M | $647.0K | |
| Total Liabilities | $570M | $486M | $546M | $941M | $1.15B | $158M | $63M | $75M | |
| Long-term Debt | $362M | $338M | · | · | $933M | · | $25M | $51M | |
| Total Debt | $362M | $338M | $344M | $705M | $933M | $0 | · | · | |
| Common Stock | · | $3.0K | $3.0K | $2.0K | $2.0K | $2.0K | $2.0K | $1.0K | |
| Paid-in Capital | $2.04B | $1.96B | $1.82B | $1.67B | $1.53B | $1.35B | $449M | $16M | |
| Retained Earnings | $-1.11B | $-993M | $-835M | $-702M | $-511M | $-288M | $-192M | $-146M | |
| Treasury Stock | · | · | · | · | · | · | $0 | $2M | |
| AOCI | $-41.0K | $-100.0K | $-1M | $-9M | $-3M | $6.0K | $196.0K | $-36.0K | |
| Stockholders' Equity | $930M | $965M | $979M | $955M | $1.01B | $1.06B | $258M | $-132M | |
| Liabilities + Equity | $1.50B | $1.45B | $1.53B | $1.90B | $2.16B | $1.22B | $321M | $163M | |
| Shares Outstanding | 151,500,000 | 142,086,000 | 132,992,000 | 124,336,000 | 118,811,000 | 113,623,196 | 94,817,715 | 25,025,836 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | $29M | $20M | $17M | $13M | |
| Stock-based Comp | $117M | $108M | $136M | $146M | $140M | $64M | $12M | $4M | |
| Deferred Tax | $1M | $2M | $-900.0K | $0 | $0 | · | · | · | |
| Amort. of Intangibles | $17M | $20M | $20M | $22M | $21M | $5M | $100.0K | $100.0K | |
| Restructuring | $0 | $10M | $0 | $0 | · | · | · | · | |
| Other Non-cash | · | · | · | · | $15M | $-8M | $-8M | · | |
| Operating Cash Flow | $94M | $16M | $362.0K | $-70M | $-38M | $-20M | $-31M | $-17M | |
| CapEx | $29M | $10M | $11M | $20M | $35M | $30M | $15M | $17M | |
| Investing Cash Flow | $-213M | $179M | $295M | $236M | $-795M | $-275M | $-88M | $-47M | |
| Stock Issued | · | · | · | $0 | $0 | $275M | $0 | $0 | |
| Net Stock Activity | · | · | · | $0 | $0 | $275M | · | · | |
| Financing Cash Flow | $13M | $-17M | $-331M | $-189M | $937M | $273M | $168M | $70M | |
| Net Change in Cash | $-106M | $178M | $-35M | $-23M | $103M | $-22M | $49M | $6M | |
| Taxes Paid | $1M | $809.0K | $331.0K | $250.0K | $267.0K | $1M | $361.0K | $55.0K | |
| Free Cash Flow | $66M | $6M | $-11M | $-90M | $-73M | $-49M | $-46M | · | |
| Levered FCF | · | · | $-15M | $-95M | $-79M | $-51M | $-51M | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 57.1% | 54.4% | 52.6% | 48.5% | 52.9% | 58.7% | 55.9% | · | |
| Operating Margin | -19.1% | -30.9% | -39.1% | -56.9% | -61.8% | -36.9% | -23.2% | · | |
| Net Margin | -19.5% | -29.1% | -26.3% | -44.1% | -62.8% | -33.0% | -25.7% | · | |
| Pretax Margin | -19.1% | -28.6% | -26.4% | -44.1% | -62.8% | -36.9% | -25.5% | · | |
| EBITDA Margin | -19.1% | -30.9% | -39.1% | -56.9% | -53.7% | -30.0% | -15.0% | · | |
| ROA | -8.2% | -10.6% | -7.8% | -9.4% | -13.2% | -12.4% | -21.3% | · | |
| ROE | -13.0% | -16.3% | -13.7% | -19.9% | -21.9% | -12.0% | -19.9% | · | |
| ROIC | -9.4% | -13.1% | -14.9% | -14.8% | -11.2% | -9.0% | -18.2% | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 4.2 | 3.1 | 4.2 | 4.7 | 2.8 | 6.7 | · | |
| Quick Ratio | 2.5 | 3.9 | 3.0 | 1.5 | 1.7 | 1.2 | 1.4 | · | |
| Debt / Equity | 0.4 | 0.3 | 0.4 | 0.7 | 0.9 | 0.0 | · | · | |
| LT Debt / Equity | 0.3 | 0.3 | 0.4 | 0.7 | 0.9 | 0.0 | · | · | |
| Interest Coverage | · | · | -48.9 | -41.8 | -41.8 | -69.2 | -8.9 | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.2 | 0.2 | 0.4 | 0.8 | · | |
| Receivables Turnover | 5.3 | 4.6 | 4.8 | 5.6 | 6.2 | 6.7 | 6.5 | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 14.8% | 7.4% | 16.9% | 22.1% | 21.8% | · | · | · | |
| Revenue CAGR 3Y | 13.0% | 15.3% | 20.3% | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.5% | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $624M | $544M | $506M | $433M | $354M | $291M | $200M | · | |
| Net Income TTM | $-122M | $-158M | $-133M | $-191M | $-223M | $-96M | $-52M | · | |
| Market Cap | $1.54B | $1.34B | $2.37B | $1.02B | $4.21B | $9.93B | $1.90B | · | |
| Enterprise Value | $1.54B | $1.38B | $2.39B | $1.58B | $4.98B | $9.86B | · | · | |
| P/E | -12.3 | -8.3 | -17.3 | -5.2 | -18.5 | -93.9 | -26.8 | · | |
| P/S | 2.5 | 2.5 | 4.7 | 2.4 | 11.9 | 34.1 | 9.5 | · | |
| P/B | 1.7 | 1.4 | 2.4 | 1.1 | 4.2 | 9.3 | 7.4 | · | |
| P / Tangible Book | 6.6 | 5.3 | 9.6 | 5.0 | 15.3 | 32.6 | · | · | |
| P / Cash Flow | 16.3 | 81.8 | 6539.4 | -14.6 | -109.4 | -498.5 | -60.8 | · | |
| P / FCF | 23.5 | 220.8 | -223.0 | -11.4 | -57.5 | -200.6 | -41.4 | · | |
| EV / EBITDA | -13.0 | -8.2 | -12.1 | -6.4 | -26.2 | -113.1 | · | · | |
| EV / FCF | 23.5 | 227.6 | -225.0 | -17.6 | -67.9 | -199.3 | · | · | |
| EV / Revenue | 2.5 | 2.5 | 4.7 | 3.7 | 14.1 | 33.9 | · | · | |
| Earnings Yield | -8.2% | -12.1% | -5.8% | -19.2% | -5.4% | -1.1% | -3.7% | · |
Estado de resultados 18
| 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 | $183M | $173M | $173M | $158M | $149M | $144M | $141M | $137M | $132M | $134M | $138M | $128M | $123M | $118M | $119M | $109M | |
| Cost of Revenue | $67M | $65M | $67M | $66M | $68M | $68M | $66M | $62M | $59M | $60M | $62M | $62M | $59M | $57M | $57M | $56M | |
| Gross Profit | $116M | $108M | $106M | $92M | $81M | $77M | $75M | $75M | $73M | $73M | $76M | $66M | $64M | $60M | $63M | $53M | |
| R&D Expense | $42M | $42M | $42M | $41M | $42M | $37M | $33M | $32M | $35M | $38M | $38M | $39M | $37M | $37M | $37M | $39M | |
| SG&A Expense | $32M | $35M | $28M | $30M | $24M | $28M | $26M | $27M | $28M | $32M | $31M | $30M | $29M | $26M | $29M | $32M | |
| Operating Expenses | $130M | $132M | $121M | $121M | $118M | $115M | $109M | $115M | $120M | $119M | $118M | $124M | $114M | $108M | $111M | $118M | |
| Operating Income | $-14M | $-24M | $-15M | $-29M | $-37M | $-38M | $-34M | $-41M | $-47M | $-46M | $-43M | $-58M | $-50M | $-47M | $-48M | $-66M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $579.0K | · | $862.0K | $1M | $1M | · | $1M | |
| Interest Income | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $4M | $4M | $4M | $5M | $5M | $5M | $4M | $3M | $2M | |
| Other Non-op | $-400.0K | $-380.0K | $-625.0K | $-55.0K | $39.0K | $-80.0K | $-815.0K | $-317.0K | $193.0K | $-89.0K | $-763.0K | $-16.0K | $-803.0K | $-250.0K | $46.0K | $2M | |
| Pretax Income | $-15M | $-25M | $-15M | $-29M | $-37M | $-38M | $-32M | $-38M | $-43M | $-43M | $-24M | $-54M | $-11M | $-45M | $-47M | $-63M | |
| Income Tax | $252.0K | $-4M | $681.0K | $559.0K | $557.0K | $691.0K | $1M | $455.0K | $661.0K | $347.0K | $-465.0K | $-1.0K | $110.0K | $135.0K | $-223.0K | $118.0K | |
| Net Income | $-16M | $-21M | $-16M | $-29M | $-38M | $-39M | $-33M | $-38M | $-44M | $-43M | $-23M | $-54M | $-11M | $-45M | $-47M | $-63M | |
| EPS (Basic) | $-0.10 | $-0.13 | $-0.10 | $-0.20 | $-0.26 | $-0.27 | $-0.23 | $-0.27 | $-0.32 | $-0.32 | $-0.17 | $-0.42 | $-0.08 | $-0.36 | $-0.37 | $-0.52 | |
| EPS (Diluted) | $-0.10 | $-0.13 | $-0.10 | $-0.20 | $-0.26 | $-0.27 | $-0.23 | $-0.27 | $-0.32 | $-0.32 | $-0.17 | $-0.42 | $-0.08 | $-0.36 | $-0.37 | $-0.52 | |
| Shares (Basic) | 157,596,000 | 153,579,000 | -290,291,000 | 148,129,000 | 145,780,000 | 143,284,000 | -273,169,000 | 139,237,000 | 137,444,000 | 134,587,000 | -254,384,000 | 129,873,000 | 127,863,000 | 125,418,000 | -241,531,000 | 122,339,000 | |
| Shares (Diluted) | 157,596,000 | 153,579,000 | -290,291,000 | 148,129,000 | 145,780,000 | 143,284,000 | -273,169,000 | 139,237,000 | 137,444,000 | 134,587,000 | -254,384,000 | 129,873,000 | 127,863,000 | 125,418,000 | -241,531,000 | 122,339,000 | |
| EBITDA | $-14M | $-24M | · | $-29M | $-37M | $-38M | · | $-41M | $-47M | $-46M | · | $-58M | $-50M | $-47M | · | $-66M |
Balance general 28
| 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 | $90M | $147M | $181M | $113M | $82M | $125M | $286M | $218M | $147M | $151M | $108M | $270M | $274M | $348M | $143M | $88M | |
| Short-term Investments | $248M | $184M | $181M | $230M | $239M | $182M | $10M | $91M | $165M | $179M | · | · | · | · | · | · | |
| Receivables | $114M | $130M | $118M | $109M | $117M | $119M | $116M | $117M | $114M | $108M | · | $99M | $78M | $85M | · | $73M | |
| Prepaid Expense | $27M | $30M | $27M | $28M | $26M | $26M | $28M | $28M | $25M | $23M | · | $24M | $30M | $30M | · | $31M | |
| Other Current Assets | · | $12M | $10M | · | · | · | $6M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $479M | $490M | $507M | $480M | $465M | $453M | $440M | $453M | $451M | $460M | · | $551M | $505M | $662M | · | $637M | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | · | $179M | $180M | · | $179M | |
| PP&E (Gross) | · | · | · | · | · | · | · | · | · | · | · | · | $320M | $311M | · | $286M | |
| Accum. Depreciation | · | · | · | · | · | · | · | · | · | · | · | · | $141M | $131M | · | $107M | |
| Goodwill | $670M | $670M | $670M | $670M | $670M | $670M | $670M | $670M | $670M | $670M | · | $670M | $670M | $670M | $670M | $670M | |
| Intangibles | $21M | $23M | $26M | $28M | $33M | $38M | $43M | $48M | $53M | $58M | · | $67M | $73M | $78M | · | $88M | |
| Other Non-current Assets | $54M | $56M | $58M | $56M | $60M | $62M | $68M | $73M | $79M | $84M | · | $94M | $96M | $95M | · | $73M | |
| Total Assets | $1.50B | $1.51B | $1.50B | $1.47B | $1.46B | $1.45B | $1.45B | $1.47B | $1.48B | $1.51B | · | $1.64B | $1.66B | $1.86B | · | $1.91B | |
| Accounts Payable | $20M | $39M | $18M | $11M | $13M | $10M | $6M | $11M | $6M | $5M | · | $6M | $6M | $5M | · | $8M | |
| Accrued Liabilities | $53M | $46M | $71M | $60M | $45M | $37M | $42M | $41M | $34M | $36M | · | $57M | $47M | $42M | · | $54M | |
| Current Liabilities | $143M | $163M | $194M | $329M | $313M | $301M | $104M | $114M | $109M | $120M | · | $143M | $132M | $125M | · | $145M | |
| Capital Leases | $44M | $46M | $44M | $47M | $49M | $37M | $40M | $41M | $45M | $47M | · | $48M | $51M | $56M | · | $63M | |
| Other Non-current Liabilities | $2M | $3M | $9M | $8M | $9M | $5M | $4M | $3M | $3M | $3M | · | $4M | $7M | $6M | · | $7M | |
| Total Liabilities | $513M | $536M | $570M | $534M | $521M | $492M | $486M | $502M | $501M | $514M | · | $672M | $670M | $904M | · | $940M | |
| Long-term Debt | $324M | $324M | $362M | $338M | $338M | $338M | $338M | · | · | · | · | · | · | · | · | · | |
| Total Debt | $324M | $324M | · | $338M | $338M | $338M | · | $344M | $344M | $344M | · | $473M | $472M | $705M | · | $704M | |
| Common Stock | · | · | · | $3.0K | $3.0K | $3.0K | · | $3.0K | $3.0K | $3.0K | · | $2.0K | $2.0K | $2.0K | · | $2.0K | |
| Paid-in Capital | $2.14B | $2.11B | $2.04B | $2.04B | $2.01B | $1.99B | $1.96B | $1.93B | $1.90B | $1.87B | · | $1.78B | $1.75B | $1.71B | · | $1.63B | |
| Retained Earnings | $-1.15B | $-1.14B | $-1.11B | $-1.10B | $-1.07B | $-1.03B | $-993M | $-960M | $-922M | $-878M | · | $-811M | $-757M | $-746M | · | $-655M | |
| AOCI | $-493.0K | $-423.0K | $-41.0K | $-12.0K | $-169.0K | $-130.0K | $-100.0K | $-22.0K | $-282.0K | $-521.0K | · | $-2M | $-3M | $-6M | · | $-13M | |
| Stockholders' Equity | $991M | $977M | $930M | $937M | $943M | $957M | $965M | $969M | $981M | $992M | $979M | $969M | $988M | $959M | $955M | $967M | |
| Liabilities + Equity | $1.50B | $1.51B | $1.50B | $1.47B | $1.46B | $1.45B | $1.45B | $1.47B | $1.48B | $1.51B | · | $1.64B | $1.66B | $1.86B | · | $1.91B | |
| Shares Outstanding | 159,100,000 | 156,400,000 | 151,537,000 | 149,211,000 | 147,172,000 | 144,700,000 | 142,086,000 | 140,100,000 | 138,400,000 | 136,500,000 | 132,992,000 | 130,700,000 | 129,000,000 | 126,800,000 | 124,336,000 | · |
Flujo de Efectivo 12
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $35M | $35M | $32M | $33M | $26M | $26M | $25M | $25M | $26M | $32M | $35M | $36M | $37M | $28M | $31M | $39M | |
| Deferred Tax | $-23.0K | $-4M | $395.0K | $289.0K | $327.0K | $422.0K | $893.0K | $339.0K | $333.0K | $228.0K | $-900.0K | $0 | $0 | $0 | · | · | |
| Amort. of Intangibles | $2M | $2M | $2M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $6M | |
| Restructuring | · | · | $0 | $0 | · | · | $0 | $10M | · | · | $0 | $0 | · | · | · | · | |
| Operating Cash Flow | $39M | $29M | $22M | $29M | $26M | $17M | $5M | $5M | $-5M | $11M | $-7M | $-8M | $25M | $-9M | $-12M | $-28M | |
| CapEx | $32M | $21M | $10M | $6M | $10M | $3M | $5M | $2M | $2M | $2M | $3M | $325.0K | $4M | $3M | $9M | $3M | |
| Investing Cash Flow | $-99M | $-27M | $36M | $-344.0K | $-70M | $-179M | $71M | $66M | $8M | $34M | $-37M | $8M | $105M | $220M | $73M | $62M | |
| Financing Cash Flow | $2M | $-36M | $9M | $2M | $982.0K | $828.0K | $-7M | $-1M | $-7M | $-2M | $-118M | $-3M | $-205M | $-6M | $-5M | $-8M | |
| Net Change in Cash | $-57M | $-34M | $67M | $31M | $-43M | $-161M | $69M | $70M | $-4M | $43M | $-162M | $-3M | $-75M | $205M | $55M | $25M | |
| Taxes Paid | $233.0K | $364.0K | $234.0K | $358.0K | $296.0K | $449.0K | $70.0K | $213.0K | $234.0K | $292.0K | $-38.0K | $-82.0K | $269.0K | $182.0K | $25.0K | $45.0K | |
| Free Cash Flow | · | $8M | · | · | · | $15M | · | · | · | $10M | · | · | · | $-12M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $9M | · | · | · | $-14M | · | · |
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 | 63.2% | 62.5% | · | 58.4% | 54.5% | 53.2% | · | 54.5% | 55.1% | 54.9% | · | 51.7% | 52.3% | 51.2% | · | 48.5% | |
| Operating Margin | -7.9% | -13.8% | · | -18.2% | -24.8% | -26.4% | · | -29.6% | -35.3% | -34.6% | · | -45.6% | -40.6% | -40.2% | · | -60.6% | |
| Net Margin | -8.5% | -11.9% | · | -18.6% | -25.2% | -27.1% | · | -27.7% | -33.0% | -32.5% | · | -42.5% | -8.7% | -38.0% | · | -58.5% | |
| Pretax Margin | -8.4% | -14.2% | · | -18.3% | -24.9% | -26.6% | · | -27.4% | -32.5% | -32.3% | · | -42.5% | -8.6% | -37.9% | · | -58.3% | |
| EBITDA Margin | -7.9% | -13.8% | · | -18.2% | -24.8% | -26.4% | · | -29.6% | -35.3% | -34.6% | · | -45.6% | -40.6% | -40.2% | · | -60.6% | |
| ROA | -1.1% | -1.4% | · | -2.0% | -2.5% | -2.6% | · | -2.4% | -2.8% | -2.6% | · | -3.1% | -0.60% | -2.2% | · | -3.1% | |
| ROE | -1.6% | -2.1% | · | -3.1% | -3.9% | -4.0% | · | -3.9% | -4.4% | -4.5% | · | -5.6% | -1.1% | -4.6% | · | -6.4% | |
| ROIC | -1.1% | -1.5% | · | -2.3% | -2.9% | -3.0% | · | -3.1% | -3.6% | -3.5% | · | -4.0% | -3.5% | -2.9% | · | -3.9% |
Liquidez y Solvencia 5
| 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 | 3.4 | 3.0 | · | 1.5 | 1.5 | 1.5 | · | 4.0 | 4.1 | 3.8 | · | 3.8 | 3.8 | 5.3 | · | 4.4 | |
| Quick Ratio | 3.2 | 2.8 | · | 1.4 | 1.4 | 1.4 | · | 3.7 | 3.9 | 3.6 | · | 2.6 | 2.7 | 3.5 | · | 1.1 | |
| Debt / Equity | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | 0.5 | 0.7 | · | 0.7 | |
| LT Debt / Equity | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.2 | · | 0.4 | 0.4 | 0.3 | · | 0.5 | 0.5 | 0.7 | · | 0.7 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -79.9 | · | -67.7 | -40.4 | -39.0 | · | -47.6 |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 1.6 | 1.4 | · | 1.4 | 1.3 | 1.3 | · | 1.3 | 1.4 | 1.4 | · | 1.5 | 1.7 | 1.5 | · | 1.7 |
Valoración (TTM) 14
| 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 | $663M | $624M | · | $589M | $563M | $548M | · | $531M | $517M | $502M | · | $477M | $451M | $431M | · | $400M | |
| Net Income TTM | $-103M | $-127M | · | $-144M | $-158M | $-164M | · | $-179M | $-152M | $-153M | · | $-173M | $-135M | $-189M | · | $-200M | |
| Market Cap | $2.92B | $4.54B | · | $1.28B | $1.04B | $916M | · | $1.06B | $1.02B | $1.77B | · | $2.51B | $2.03B | $2.25B | · | · | |
| Enterprise Value | $2.91B | $4.54B | · | $1.27B | $1.06B | $946M | · | $1.10B | $1.05B | $1.78B | · | $2.71B | $2.23B | $2.61B | · | · | |
| P/E | -26.6 | -33.8 | · | -8.6 | -6.3 | -5.4 | · | -5.7 | -6.5 | -11.0 | · | -13.9 | -14.3 | -11.4 | · | -5.5 | |
| P/S | 4.4 | 7.3 | · | 2.2 | 1.8 | 1.7 | · | 2.0 | 2.0 | 3.5 | · | 5.3 | 4.5 | 5.2 | · | · | |
| P/B | 2.9 | 4.7 | · | 1.4 | 1.1 | 1.0 | · | 1.1 | 1.0 | 1.8 | · | 2.6 | 2.1 | 2.3 | · | · | |
| P / Tangible Book | 9.8 | 16.0 | · | 5.3 | 4.3 | 3.7 | · | 4.2 | 4.0 | 6.7 | · | 10.9 | 8.3 | 10.7 | · | · | |
| P / Cash Flow | · | 157.5 | · | · | · | 53.0 | · | · | · | 159.0 | · | · | · | -254.1 | · | · | |
| P / FCF | · | 579.3 | · | · | · | 62.4 | · | · | · | 185.8 | · | · | · | -182.3 | · | · | |
| EV / EBITDA | -201.5 | -189.9 | · | -44.1 | -28.6 | -24.8 | · | -27.0 | -22.5 | -38.6 | · | -46.4 | -44.8 | -55.2 | · | · | |
| EV / FCF | · | 578.5 | · | · | · | 64.5 | · | · | · | 187.3 | · | · | · | -211.2 | · | · | |
| EV / Revenue | 4.4 | 7.3 | · | 2.2 | 1.9 | 1.7 | · | 2.1 | 2.0 | 3.6 | · | 5.7 | 4.9 | 6.1 | · | · | |
| Earnings Yield | -3.8% | -3.0% | · | -11.7% | -15.9% | -18.6% | · | -17.6% | -15.5% | -9.1% | · | -7.2% | -7.0% | -8.8% | · | -18.3% |
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 | $624M | $544M | $506M | $433M | $354M |
| Margen Bruto % | 57.1% | 54.4% | 52.6% | 48.5% | 52.9% |
| Margen Operativo % | -19.1% | -30.9% | -39.1% | -56.9% | -61.8% |
| Beneficio neto | $-122M | $-158M | $-133M | $-191M | $-223M |
| EPS Diluido | $-0.83 | $-1.14 | $-1.03 | $-1.57 | $-1.92 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.4 | 0.3 | 0.4 | 0.7 | 0.9 |
| Ratio corriente | 2.6 | 4.2 | 3.1 | 4.2 | 4.7 |
| Ratio Rápido | 2.5 | 3.9 | 3.0 | 1.5 | 1.7 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $66M | $6M | $-11M | $-90M | $-73M |
Últimas noticias Noticias recientes que mencionan a esta empresa
- Los resultados enviaron la acción de Fastly a la baja, pero no te pieras la imagen más grande con las acciones de FSLY subiendo 85% YTD
- Fastly (FSLY), LALIGA se asocian en un proyecto de lucha contra la piratería en tiempo real impulsado por IA
- El CEO de Fastly Vendió Acciones. Esto es lo que Realmente Mueve las Acciones
- Aquí están las principales investigaciones de analistas de Wall Street del martes: Biogen, Birkenstock, Fastly, Ford, Lennox International, Netskope, SanDisk, Tesla y más
- 2 Acciones de IA que Wall Street Dice Vender Antes de que Caigan un 55%
- Las acciones de Inteligencia Artificial (IA) que observo más de cerca en marzo
- Fastly (FSLY) Alcanza Máximo de 4 Años por Nuevo Acuerdo con Firma con Sede en Dublín
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Propietarios institucionales (13F) 331 declarantes · $1.9B 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 62 (-83 vs trimestre anterior) | 104 (+72 vs trimestre anterior) | 103 (+4 vs trimestre anterior) | 93 (+8 vs trimestre anterior) | +2.8M |
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 | $180 197 965 | 9 814 704 | 9,46% | Acciones |
| FMR LLC | $163 681 860 | 8 915 134 | 8,59% | Acciones |
| Capital World Investors | $151 068 577 | 8 228 136 | 7,93% | Acciones |
| FIRST TRUST ADVISORS LP | $141 023 251 | 7 681 005 | 7,40% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $115 936 350 | 6 314 616 | 6,08% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $111 307 702 | 6 062 511 | 5,84% | Acciones |
| STATE STREET CORP | $64 939 999 | 3 537 037 | 3,41% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $61 700 839 | 3 359 928 | 3,24% | Acciones |
| Alyeska Investment Group, L.P. | $58 115 385 | 3 165 326 | 3,05% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $52 402 084 | 2 854 144 | 2,75% | Acciones |
| Driehaus Capital Management LLC | $46 715 294 | 2 544 406 | 2,45% | Acciones |
| UBS Group AG | $43 714 793 | 2 380 980 | 2,29% | Opción de compra |
| FULLER & THALER ASSET MANAGEMENT, INC. | $40 209 880 | 2 190 081 | 2,11% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $31 164 393 | 1 697 407 | 1,64% | Acciones |
| Divisadero Street Capital Management, LP | $31 106 650 | 1 694 262 | 1,63% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $27 818 723 | 1 515 181 | 1,46% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22 960 649 | 1 250 580 | 1,20% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21 312 288 | 1 160 800 | 1,12% | Opción de compra |
| MILLENNIUM MANAGEMENT LLC | $21 156 228 | 1 152 300 | 1,11% | Opción de venta |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20 060 136 | 1 092 600 | 1,05% | Opción de venta |
| VANGUARD FIDUCIARY TRUST CO | $19 296 727 | 1 051 020 | 1,01% | Acciones |
| TWO SIGMA ADVISERS, LP | $17 840 450 | 1 752 500 | 0,94% | Acciones |
| Trexquant Investment LP | $16 452 984 | 896 132 | 0,86% | Acciones |
| JANE STREET GROUP, LLC | $16 369 207 | 891 569 | 0,86% | Acciones |
| D. E. Shaw & Co., Inc. | $16 305 902 | 888 121 | 0,86% | Acciones |
| GOLDMAN SACHS GROUP INC | $16 167 412 | 880 578 | 0,85% | Acciones |
| OBERWEIS ASSET MANAGEMENT INC/ | $15 648 632 | 852 322 | 0,82% | Acciones |
| WOLVERINE ASSET MANAGEMENT LLC | $15 582 132 | 848 700 | 0,82% | Opción de venta |
| BANK OF AMERICA CORP /DE/ | $15 142 189 | 824 738 | 0,79% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $14 694 353 | 800 346 | 0,77% | Acciones |
| JANE STREET GROUP, LLC | $14 019 696 | 763 600 | 0,74% | Opción de venta |
| PEAK6 LLC | $13 806 720 | 752 000 | 0,72% | Opción de compra |
| JANE STREET GROUP, LLC | $11 922 984 | 649 400 | 0,63% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11 793 050 | 642 323 | 0,62% | Acciones |
| GMT Capital Corp | $10 993 968 | 598 800 | 0,58% | Acciones |
| ALGERT GLOBAL LLC | $10 852 761 | 591 109 | 0,57% | Acciones |
| MORGAN STANLEY | $8 780 895 | 478 262 | 0,46% | Acciones |
| Squarepoint Ops LLC | $8 432 436 | 459 283 | 0,44% | Acciones |
| Counterpoint Mutual Funds LLC | $8 039 734 | 437 894 | 0,42% | Acciones |
| Bank of New York Mellon Corp | $7 583 084 | 413 022 | 0,40% | Acciones |
| Pier Capital, LLC | $7 245 847 | 394 654 | 0,38% | Acciones |
| Walleye Trading LLC | $6 506 784 | 354 400 | 0,34% | Opción de compra |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $6 501 753 | 354 126 | 0,34% | Acciones |
| BARCLAYS PLC | $6 422 475 | 349 808 | 0,34% | Acciones |
| IMC-Chicago, LLC | $6 264 616 | 341 210 | 0,33% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $5 952 312 | 324 200 | 0,31% | Acciones |
| Walleye Trading LLC | $5 888 052 | 320 700 | 0,31% | Opción de venta |
| ALLIANCEBERNSTEIN L.P. | $5 761 087 | 198 248 | 0,30% | Acciones |
| Swiss National Bank | $5 034 312 | 274 200 | 0,26% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $5 023 241 | 273 597 | 0,26% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 778 801 | 164 446 | 0,25% | Acciones |
| Relyea Zuckerberg Hanson LLC | $4 724 726 | 257 338 | 0,25% | Acciones |
| BlackRock, Inc. | $4 715 546 | 256 838 | 0,25% | Acciones |
| DEUTSCHE BANK AG\ | $4 031 177 | 219 563 | 0,21% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $3 875 025 | 211 058 | 0,20% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $3 600 947 | 196 130 | 0,19% | Acciones |
| RHUMBLINE ADVISERS | $3 584 755 | 195 249 | 0,19% | Acciones |
| WOLVERINE ASSET MANAGEMENT LLC | $3 584 423 | 195 230 | 0,19% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3 536 595 | 192 625 | 0,19% | Acciones |
| Cubist Systematic Strategies, LLC | $3 520 896 | 411 801 | 0,18% | Acciones |
| Russell Investments Group, Ltd. | $3 517 078 | 191 562 | 0,18% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $3 040 618 | 165 611 | 0,16% | Acciones |
| CITIGROUP INC | $3 024 535 | 164 735 | 0,16% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $3 017 172 | 164 334 | 0,16% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $2 759 508 | 150 300 | 0,14% | Opción de compra |
| BARCLAYS PLC | $2 754 000 | 150 000 | 0,14% | Opción de venta |
| HUSSMAN STRATEGIC ADVISORS, INC. | $2 698 920 | 147 000 | 0,14% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $2 472 706 | 134 679 | 0,13% | Acciones |
| Point72 Asset Management, L.P. | $2 451 060 | 133 500 | 0,13% | Opción de compra |
| Pictet Asset Management Holding SA | $2 433 636 | 132 551 | 0,13% | Acciones |
| Sunbelt Securities, Inc. | $2 265 053 | 77 944 | 0,12% | Acciones |
| Caption Management, LLC | $2 247 264 | 122 400 | 0,12% | Opción de compra |
| TUDOR INVESTMENT CORP ET AL | $2 245 428 | 122 300 | 0,12% | Opción de compra |
| GROUP ONE TRADING LLC | $2 090 598 | 113 867 | 0,11% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $2 012 256 | 109 600 | 0,11% | Opción de venta |
| CITADEL ADVISORS LLC | $1 997 201 | 108 780 | 0,10% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $1 971 864 | 107 400 | 0,10% | Opción de venta |
| Knights of Columbus Asset Advisors LLC | $1 967 715 | 107 174 | 0,10% | Acciones |
| JANUS HENDERSON GROUP PLC | $1 948 138 | 67 050 | 0,10% | Acciones |
| G2 Investment Partners Management LLC | $1 927 800 | 105 000 | 0,10% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 846 484 | 100 571 | 0,10% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1 716 990 | 93 518 | 0,09% | Acciones |
| WESBANCO BANK INC | $1 652 400 | 90 000 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $1 639 677 | 89 307 | 0,09% | Acciones |
| Nuveen, LLC | $1 631 965 | 88 887 | 0,09% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1 581 915 | 86 161 | 0,08% | Acciones |
| 180 WEALTH ADVISORS, LLC | $1 555 422 | 84 718 | 0,08% | Acciones |
| MATAURO, LLC | $1 494 302 | 81 389 | 0,08% | Acciones |
| CITIGROUP INC | $1 457 784 | 79 400 | 0,08% | Opción de compra |
| Range Financial Group LLC | $1 412 490 | 76 933 | 0,07% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 408 726 | 76 728 | 0,07% | Acciones |
| FirstWave Capital Management LLC | $1 344 448 | 73 227 | 0,07% | Acciones |
| LPL Financial LLC | $1 272 954 | 69 333 | 0,07% | Acciones |
| Vanguard Global Advisers, LLC | $1 245 744 | 67 851 | 0,07% | Acciones |
| Entropy Technologies, LP | $1 242 146 | 67 655 | 0,07% | Acciones |
| Schonfeld Strategic Advisors LLC | $1 229 110 | 66 945 | 0,06% | Acciones |
| State of New Jersey Common Pension Fund D | $1 200 615 | 65 393 | 0,06% | Acciones |
| Invesco Ltd. | $1 119 703 | 60 986 | 0,06% | Acciones |
| Vontobel Holding Ltd. | $1 111 716 | 60 551 | 0,06% | Acciones |
| WOLVERINE TRADING, LLC | $1 092 420 | 126 000 | 0,06% | Opción de compra |
Informantes de la empresa 19 insiders · 7 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Joshua Bixby | CEO | 12 de julio de 2021 J | 473 598 | 0 | 0 | $0 |
| Adriel G Lares | Chief Financial Officer | 14 de febrero de 2021 A | 193 254 | 0 | 0 | $0 |
| Scott R. Lovett | President, Go to Market | 17 de junio de 2026 S | 1 392 778 | 0 | 3 | $-1 707 862 |
| Artur Bergman | Chief Technology Officer | 3 de junio de 2026 S | 2 038 638 | 0 | 3 | $-142 310 |
| Brett Shirk | EVP, Chief Revenue Officer | 17 de diciembre de 2021 S | 152 696 | 0 | 0 | $0 |
| Paul Luongo | General Counsel | 12 de julio de 2021 J | 541 391 | 0 | 0 | $0 |
| Wolfgang Maasberg | EVP of Sales | 8 de mayo de 2020 C | 210 040 | 0 | 0 | $0 |
| Vanessa C. Smith | Consejero | 3 de junio de 2026 A | 98 267 | 0 | 0 | $0 |
| David Hornik | Consejero | 3 de junio de 2026 A | 269 431 | 0 | 0 | $0 |
| Charles J Meyers | Consejero | 3 de junio de 2026 A | 97 775 | 0 | 0 | $0 |
| Aida Alvarez | Consejero | 3 de junio de 2026 A | 105 667 | 0 | 0 | $0 |
| Christopher B Paisley | Consejero | 3 de junio de 2026 A | 14 828 | 0 | 1 | $-16 960 |
| Kelly Wright | Consejero | 12 de julio de 2021 C | 192 812 | 0 | 0 | $0 |
| Sunil Dhaliwal | Consejero | 4 de septiembre de 2020 S | 316 572 | 0 | 0 | $0 |
| Eric W Carlborg | Propietario del 10% | 4 de marzo de 2020 S | 115 245 | 0 | 0 | $0 |
| Paula Loop | — | 12 de agosto de 2026 S | 90 443 | 0 | 1 | $-219 960 |
| Richard Devon Daniels | — | 7 de agosto de 2026 S | 51 197 | 0 | 1 | $-253 732 |
| Charles Lacey Compton III | — | 4 de agosto de 2026 S | 1 030 592 | 0 | 7 | $-1 080 227 |
| Ronald W Kisling | — | 25 de noviembre de 2024 S | 539 542 | 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 |
|---|---|---|---|---|---|
| Abdiel Qualified Master Fund, LP, Abdiel Capital, LP, Abdiel Capital Management, LLC, Abdiel Capital Advisors, LP, Colin T. Moran ×4 presentaciones | 23 de agosto de 2019 | — | 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 56 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 |
|---|---|---|---|---|
| PSWD · DBX ETF Trust | 2,01% | 10 051 NS | 29 de mayo de 2026 | N-PORT |
| CLOU · Global X Funds | 1,98% | 299 853 NS | 31 de mayo de 2026 | N-PORT |
| SKYU · ProShares Trust | 0,74% | 1 506 NS | 31 de mayo de 2026 | N-PORT |
| OASC · Unified Series Trust | 0,51% | 24 128 NS | 31 de mayo de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,48% | 200 602 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,25% | 119 452 NS | 30 de abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 51 442 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,14% | 7 610 NS | 31 de mayo de 2026 | N-PORT |
| ITAN · EA Series Trust | 0,13% | 6 378 NS | 29 de mayo de 2026 | N-PORT |
| RSSL · Global X Funds | 0,11% | 61 235 NS | 30 de abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,10% | 18 735 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,09% | 482 158 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,06% | 6 659 NS | 31 de mayo de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,06% | 427 148 NS | 30 de abril de 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,06% | 147 160 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 671 697 NS | 31 de mayo de 2026 | N-PORT |
| NFRA · FlexShares Trust | 0,05% | 63 104 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,04% | 6 660 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 5 208 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,04% | 28 644 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,03% | 5 267 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,02% | 355 748 NS | 30 de abril de 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,02% | 9 882 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 5 270 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 132 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 11 640 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 34 258 NS | 30 de abril de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 41 245 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 46 967 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 4 011 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 82 390 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 |
| VFMO · VANGUARD WELLINGTON FUND | — | — | 30 de julio de 2026 | Diario |
| VTWO · 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 |
| 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 |
| IDGT · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| PNQI · Invesco Exchange-Traded Fund Trust | — | — | 13 de julio de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 4 de agosto 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 |
| ISCB · iShares Trust | — | — | 5 de agosto de 2026 | Diario |