NRDS NerdWallet, Inc. - Class A Common Stock
$9,78
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$7–$16
27% of range
Calificación del Analista
BUY
12 analysts
Precio Objetivo
$12
+21% upside
P/E (TTM)
14.1
ROE
12.7%
Margen de Beneficio Neto
5.8%
NRDS Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$9.78
Capitalización Bursátil
$643M
P/E (TTM)
14.1
BPA (TTM)
$0.64
Ingresos (TTM)
$837M
Rendimiento div.
—
ROE
12.7%
Deuda/Capital
—
Rango 52S
$7 – $16
NRDS 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
$837M
2019-12-31
→
2025-12-31
BPA
$0.64
2019-12-31
→
2025-12-31
Flujo de caja libre
$130M
2021-12-31
→
2025-12-31
Márgenes
5.8%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
NRDS
Mediana de Pares
P/E (TTM)
14.1
8.7
P/S (TTM) (P/V (TTM))
0.8
0.6
P/B (P/C)
1.7
0.8
Price / FCF (Precio / FCF)
4.9
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
NRDS
Mediana de Pares
Operating Margin (Margen Operativo)
7.8%
—
Net Profit Margin (Margen de Beneficio Neto)
5.8%
6.0%
ROA
10.8%
0.82%
ROE
12.7%
7.3%
ROIC
12.4%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
NRDS
Mediana de Pares
Current Ratio (Ratio corriente)
3.5
0.5
Quick Ratio (Ratio Rápido)
3.0
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
NRDS
Mediana de Pares
Revenue YoY (Ingresos interanuales)
21.7%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
15.8%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
27.8%
—
EPS YoY (EPS interanual)
68.4%
—
Net Income YoY (Beneficio Neto interanual)
60.2%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
NRDS
Mediana de Pares
NRDS Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
12 analistas
- Compra fuerte 4 33,3%
- Compra 5 41,7%
- Mantener 2 16,7%
- Venta 1 8,3%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-14
Mediana
$12.00
Ahora
$9.78
Mín
$8.00
Máx
$15.00
Objetivo mediano
$12.00
+22,7%
Objetivo medio
$11.80
+20,7%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.04%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.07 | $0.07 | -0.00% |
| 31 de marzo de 2026 | $0.29 | $0.26 | 0.03% |
| 31 de diciembre de 2025 | $0.19 | $0.18 | 0.01% |
| 30 de septiembre de 2025 | $0.34 | $0.22 | 0.12% |
| 30 de junio de 2025 | $0.11 | $0.11 | 0.00% |
| 31 de marzo de 2025 | $0.00 | $-0.10 | 0.10% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| NRDS | $966M | 21.2 | 21.7% | 5.8% | 12.7% | — |
| NAVI | — | — | — | — | — | — |
| WRLD | — | 19.6 | 3.7% | — | — | — |
| GDOT | — | — | 20.7% | — | — | — |
| PRAA | $680M | -2.3 | 7.8% | -25.4% | -28.9% | — |
| OPFI | — | 10.6 | — | — | 57.7% | — |
| TREE | $731M | 4.9 | 24.1% | 13.5% | 74.7% | 31.5% |
| OPRT | — | 10.0 | -4.5% | — | — | — |
| RM | $370M | 8.7 | 9.7% | 6.9% | 12.1% | — |
| MFIN | — | — | — | — | — | — |
| CPSS | $204M | 11.7 | 10.4% | 4.5% | 12.5% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $837M | $688M | $599M | $539M | $380M | $245M | $228M | |
| Cost of Revenue | $64M | $64M | $54M | $40M | $28M | $21M | $16M | |
| R&D Expense | $67M | $82M | $80M | $78M | $62M | $51M | $46M | |
| SG&A Expense | $56M | $62M | $60M | $58M | $38M | $28M | $22M | |
| Operating Expenses | $771M | $678M | $596M | $558M | $419M | $243M | $200M | |
| Operating Income | $65M | $9M | $4M | $-19M | $-39M | $2M | $28M | |
| Interest Expense | · | · | $800.0K | $2M | $1M | $1M | $1M | |
| Interest Income | $3M | $5M | $4M | $2M | $0 | $200.0K | $1M | |
| Other Non-op | $3M | $-4M | $3M | $-1M | $1M | $-1M | $-500.0K | |
| Pretax Income | $68M | $5M | $6M | $-20M | $-38M | $900.0K | $28M | |
| Income Tax | $20M | $-25M | $18M | $-10M | $5M | $-4M | $4M | |
| Net Income | $49M | $30M | $-12M | $-10M | $-42M | $5M | $24M | |
| EPS (Basic) | $0.66 | $0.40 | $-0.15 | $-0.14 | $-0.82 | $0.12 | $0.57 | |
| EPS (Diluted) | $0.64 | $0.38 | $-0.15 | $-0.14 | $-0.82 | $0.09 | $0.45 | |
| Shares (Basic) | 74,300,000 | 76,500,000 | 76,700,000 | 70,600,000 | 51,900,000 | 44,300,000 | 42,100,000 | |
| Shares (Diluted) | 75,900,000 | 78,900,000 | 76,700,000 | 70,600,000 | 51,900,000 | 56,300,000 | 54,300,000 | |
| EBITDA | $112M | $58M | $52M | $18M | $-12M | · | · |
Balance general 27
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $98M | $66M | $100M | $84M | $168M | $83M | · | |
| Receivables | $111M | $102M | $76M | $87M | $58M | $37M | · | |
| Prepaid Expense | $35M | $28M | $22M | $18M | $17M | $9M | · | |
| Other Current Assets | $400.0K | $2M | $1M | $100.0K | $400.0K | $100.0K | · | |
| Current Assets | $245M | $197M | $198M | $189M | $243M | $129M | · | |
| PP&E (Net) | $32M | $43M | $53M | $49M | $35M | $28M | · | |
| PP&E (Gross) | $105M | $132M | $128M | $116M | $82M | $59M | · | |
| Accum. Depreciation | $74M | $90M | $76M | $67M | $47M | $32M | · | |
| Goodwill | $124M | $112M | $112M | $111M | $44M | $44M | $300.0K | |
| Intangibles | $22M | $33M | $47M | $64M | $28M | $36M | · | |
| Other Non-current Assets | $3M | $1M | $2M | $800.0K | $1M | $600.0K | · | |
| Total Assets | $461M | $438M | $419M | $426M | $364M | $255M | · | |
| Accounts Payable | $5M | $9M | $2M | $4M | $3M | $5M | · | |
| Current Liabilities | $71M | $60M | $37M | $72M | $66M | $24M | · | |
| Capital Leases | $6M | $4M | $6M | $10M | $13M | $7M | · | |
| Deferred Tax | · | $200.0K | $700.0K | · | $2M | $2M | · | |
| Other Non-current Liabilities | $16M | $13M | $14M | $12M | $16M | $12M | · | |
| Total Liabilities | $87M | $73M | $52M | $84M | $106M | $104M | · | |
| Total Debt | · | · | · | · | $0 | · | · | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | · | |
| Paid-in Capital | $562M | $531M | $484M | $427M | $332M | $100M | · | |
| Retained Earnings | $-188M | $-166M | $-116M | $-85M | $-74M | $-18M | · | |
| Treasury Stock | · | · | · | · | $0 | $0 | · | |
| AOCI | $100.0K | $-200.0K | $-300.0K | $-900.0K | $500.0K | $600.0K | · | |
| Stockholders' Equity | $374M | $364M | $367M | $342M | $258M | $83M | $8M | |
| Liabilities + Equity | $461M | $438M | $419M | $426M | $364M | $255M | · | |
| Shares Outstanding | 71,289,000 | 74,108,000 | 76,940,000 | 75,120,000 | 66,722,000 | 48,853,000 | 42,308,000 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $46M | $48M | $48M | $37M | $27M | $15M | $9M | |
| Stock-based Comp | $29M | $38M | $39M | $34M | $18M | $6M | $5M | |
| Deferred Tax | $16M | $-46M | $-500.0K | $-14M | $4M | $-5M | $2M | |
| Amort. of Intangibles | $14M | $14M | $17M | $13M | $8M | $2M | $0 | |
| Restructuring | $500.0K | $9M | · | · | · | · | · | |
| Other Non-cash | $-8M | $1M | $-3M | $-22M | $600.0K | · | · | |
| Operating Cash Flow | $132M | $72M | $72M | $25M | $7M | $15M | $31M | |
| CapEx | $1M | $600.0K | $700.0K | $5M | $2M | $1M | $700.0K | |
| Investing Cash Flow | $-33M | $-30M | $-30M | $-100M | $-23M | $-55M | $-15M | |
| Stock Issued | · | · | · | $0 | $0 | $54M | $0 | |
| Stock Repurchased | $70M | $80M | $20M | · | · | · | · | |
| Net Stock Activity | $-70M | · | · | $0 | $0 | · | · | |
| Financing Cash Flow | $-66M | $-76M | $-26M | $-8M | $100M | $56M | $-1M | |
| Net Change in Cash | $32M | $-34M | $16M | $-84M | $84M | $16M | $15M | |
| Free Cash Flow | $130M | $71M | $71M | $20M | $5M | · | · | |
| Levered FCF | · | · | $73M | $19M | $3M | · | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 7.8% | 1.4% | 0.60% | -3.5% | -10.3% | · | · | |
| Net Margin | 5.8% | 4.4% | -2.0% | -1.9% | -11.2% | · | · | |
| Pretax Margin | 8.2% | 0.73% | 1.1% | -3.7% | -9.9% | · | · | |
| EBITDA Margin | 13.3% | 8.4% | 8.6% | 3.3% | -3.1% | · | · | |
| ROA | 10.8% | 7.1% | -2.8% | -2.6% | -13.7% | · | · | |
| ROE | 12.7% | 8.9% | -3.2% | -3.1% | -27.4% | · | · | |
| ROIC | 12.4% | 15.7% | -1.8% | -2.8% | -17.1% | · | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.5 | 3.3 | 5.3 | 2.6 | 3.7 | · | · | |
| Quick Ratio | 3.0 | 2.8 | 4.7 | 2.4 | 3.4 | · | · | |
| Debt / Equity | · | · | · | · | 0.0 | · | · | |
| LT Debt / Equity | · | · | · | · | 0.0 | · | · | |
| Interest Coverage | · | · | 4.5 | -7.6 | -30.0 | · | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.9 | 1.6 | 1.4 | 1.4 | 1.2 | · | · | |
| Receivables Turnover | 7.8 | 7.7 | 7.4 | 7.5 | 8.0 | · | · |
Tasas de Crecimiento 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 21.7% | 14.7% | 11.2% | 42.0% | 54.8% | · | · | |
| Revenue CAGR 3Y | 15.8% | 21.9% | 34.7% | · | · | · | · | |
| Revenue CAGR 5Y | 27.8% | · | · | · | · | · | · | |
| EPS YoY | 68.4% | · | · | · | · | · | · | |
| EPS CAGR 5Y | 48.0% | · | · | · | · | · | · | |
| Net Income YoY | 60.2% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 55.8% | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $837M | $688M | $599M | $539M | $380M | · | · | |
| Net Income TTM | $49M | $30M | $-12M | $-10M | $-42M | · | · | |
| Market Cap | $966M | $986M | $1.13B | $721M | $1.04B | · | · | |
| Enterprise Value | · | · | · | · | $870M | · | · | |
| P/E | 21.2 | 35.0 | -98.1 | -68.6 | -19.0 | · | · | |
| P/S | 1.2 | 1.4 | 1.9 | 1.3 | 2.7 | · | · | |
| P/B | 2.6 | 2.7 | 3.1 | 2.1 | 4.0 | · | · | |
| P / Tangible Book | 4.2 | 4.5 | 5.4 | 4.3 | 5.6 | · | · | |
| P / Cash Flow | 7.3 | 13.7 | 15.7 | 28.8 | 144.1 | · | · | |
| P / FCF | 7.4 | 13.8 | 15.9 | 35.4 | 211.7 | · | · | |
| EV / EBITDA | · | · | · | · | -73.1 | · | · | |
| EV / FCF | · | · | · | · | 177.5 | · | · | |
| EV / Revenue | · | · | · | · | 2.3 | · | · | |
| Earnings Yield | 4.7% | 2.9% | -1.0% | -1.5% | -5.3% | · | · |
Estado de resultados 17
| 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 | $197M | $222M | $225M | $215M | $187M | $209M | $184M | $191M | $151M | $162M | $134M | $153M | $143M | $170M | $142M | $143M | |
| Cost of Revenue | $13M | $14M | $14M | $15M | $17M | $18M | $17M | $18M | $15M | $14M | $14M | $13M | $13M | $14M | $12M | $12M | |
| R&D Expense | $18M | $17M | $16M | $16M | $18M | $17M | $16M | $23M | $23M | $21M | $20M | $21M | $20M | $20M | $19M | $21M | |
| SG&A Expense | $14M | $16M | $14M | $14M | $14M | $14M | $14M | $16M | $16M | $15M | $15M | $14M | $16M | $15M | $14M | $15M | |
| Operating Expenses | $190M | $195M | $206M | $181M | $176M | $208M | $175M | $185M | $160M | $158M | $129M | $149M | $148M | $170M | $134M | $151M | |
| Operating Income | $7M | $27M | $19M | $34M | $11M | $700.0K | $9M | $7M | $-10M | $4M | $5M | $4M | $-4M | $-800.0K | $8M | $-9M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $200.0K | · | $200.0K | $200.0K | $200.0K | · | $900.0K | |
| Interest Income | $400.0K | $900.0K | $700.0K | $1M | $800.0K | $700.0K | $600.0K | $1M | $2M | $1M | $900.0K | $900.0K | $800.0K | $1M | $900.0K | $500.0K | |
| Other Non-op | $300.0K | $800.0K | $500.0K | $1M | $800.0K | $600.0K | $-8M | $1M | $1M | $1M | $700.0K | $700.0K | $600.0K | $700.0K | $-300.0K | $-400.0K | |
| Pretax Income | $7M | $28M | $20M | $36M | $12M | $1M | $700.0K | $8M | $-8M | $5M | $5M | $5M | $-4M | $-100.0K | $8M | $-9M | |
| Income Tax | $3M | $8M | $6M | $9M | $3M | $1M | $-38M | $8M | $1M | $4M | $8M | $5M | $7M | $-2M | $-1M | $-10M | |
| Net Income | $4M | $20M | $14M | $26M | $8M | $200.0K | $39M | $100.0K | $-9M | $1M | $-2M | $-500.0K | $-11M | $2M | $9M | $700.0K | |
| EPS (Basic) | $0.07 | $0.30 | $0.20 | $0.35 | $0.11 | $0.00 | $0.51 | $0.00 | $-0.12 | $0.01 | $-0.02 | $-0.01 | $-0.14 | $0.02 | $0.15 | $0.01 | |
| EPS (Diluted) | $0.07 | $0.29 | $0.19 | $0.34 | $0.11 | $0.00 | $0.49 | $0.00 | $-0.12 | $0.01 | $-0.02 | $-0.01 | $-0.14 | $0.02 | $0.15 | $0.01 | |
| Shares (Basic) | 65,100,000 | 68,200,000 | -150,400,000 | 75,700,000 | 74,800,000 | 74,200,000 | -156,000,000 | 77,400,000 | 77,900,000 | 77,200,000 | -153,400,000 | 77,500,000 | 76,800,000 | 75,800,000 | -137,100,000 | 73,400,000 | |
| Shares (Diluted) | 65,800,000 | 69,500,000 | -153,700,000 | 76,900,000 | 76,600,000 | 76,100,000 | -158,800,000 | 79,300,000 | 77,900,000 | 80,500,000 | -157,300,000 | 77,500,000 | 76,800,000 | 79,700,000 | -138,700,000 | 75,000,000 | |
| EBITDA | $7M | $37M | · | $34M | $23M | $13M | · | $7M | $-10M | $16M | · | $4M | $-4M | $11M | · | $-9M |
Balance general 26
| 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 | $62M | $56M | $98M | $121M | $105M | $92M | $66M | $72M | $114M | $111M | · | $87M | $67M | $101M | · | $138M | |
| Receivables | $114M | $113M | $111M | $122M | $98M | $120M | $102M | $103M | $94M | $94M | · | $84M | $92M | $98M | · | $87M | |
| Prepaid Expense | $26M | $37M | $35M | $33M | $36M | $29M | $28M | $19M | $22M | $19M | · | $24M | $22M | $20M | · | $21M | |
| Other Current Assets | · | · | $400.0K | · | · | · | $2M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $201M | $206M | $245M | $275M | $239M | $242M | $197M | $194M | $230M | $224M | · | $195M | $181M | $219M | · | $247M | |
| PP&E (Net) | $29M | $31M | $32M | $33M | $35M | $39M | $43M | $45M | $49M | $51M | · | $53M | $52M | $51M | · | $47M | |
| PP&E (Gross) | · | · | $105M | · | · | · | $132M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $74M | · | · | · | $90M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $136M | $136M | $124M | $116M | $116M | $112M | $112M | $112M | $112M | $112M | $112M | $111M | $112M | $111M | $111M | $111M | |
| Intangibles | $19M | $23M | $22M | $25M | $28M | $30M | $33M | $37M | $40M | $44M | · | $50M | $55M | $60M | · | $68M | |
| Other Non-current Assets | $5M | $5M | $3M | $3M | $1M | $1M | $1M | $10M | $10M | $10M | · | $2M | $600.0K | $1M | · | $700.0K | |
| Total Assets | $418M | $432M | $461M | $493M | $476M | $475M | $438M | $402M | $446M | $446M | · | $421M | $411M | $452M | · | $485M | |
| Accounts Payable | $13M | $7M | $5M | $14M | $12M | $24M | $9M | $12M | $10M | $15M | · | $13M | $2M | $12M | · | $6M | |
| Current Liabilities | $77M | $80M | $71M | $74M | $69M | $90M | $60M | $66M | $54M | $54M | · | $45M | $35M | $80M | · | $85M | |
| Capital Leases | $5M | $6M | $6M | $7M | $7M | $4M | $4M | $4M | $4M | $5M | · | $7M | $8M | $9M | · | $10M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $1M | |
| Other Non-current Liabilities | $15M | $16M | $16M | $16M | $17M | $13M | $13M | $14M | $13M | $14M | · | $12M | $11M | $10M | · | $11M | |
| Total Liabilities | $92M | $96M | $87M | $90M | $86M | $103M | $73M | $80M | $67M | $67M | · | $57M | $46M | $90M | · | $167M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $70M | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | |
| Paid-in Capital | $579M | $570M | $562M | $554M | $548M | $538M | $531M | $519M | $506M | $494M | · | $471M | $460M | $446M | · | $414M | |
| Retained Earnings | $-253M | $-234M | $-188M | $-151M | $-158M | $-166M | $-166M | $-197M | $-126M | $-115M | · | $-106M | $-95M | $-83M | · | $-94M | |
| AOCI | $-200.0K | $-100.0K | $100.0K | $-100.0K | $200.0K | $0 | $-200.0K | $0 | $-300.0K | $-400.0K | · | $-700.0K | $-500.0K | $-700.0K | · | $-2M | |
| Stockholders' Equity | $326M | $336M | $374M | $402M | $390M | $372M | $364M | $322M | $379M | $379M | $367M | $364M | $365M | $362M | $342M | $319M | |
| Liabilities + Equity | $418M | $432M | $461M | $493M | $476M | $475M | $438M | $402M | $446M | $446M | · | $421M | $411M | $452M | · | $485M | |
| Shares Outstanding | 63,879,000 | 65,791,000 | 71,289,000 | 74,731,000 | 75,223,000 | 74,492,000 | 74,108,000 | 74,028,000 | 78,397,000 | 77,720,000 | 76,940,000 | 76,994,000 | 77,525,000 | 76,711,000 | 75,120,000 | 74,322,000 |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $10M | $10M | $12M | $13M | $13M | $11M | $13M | $12M | $12M | $12M | $12M | $12M | $12M | $11M | $11M | |
| Stock-based Comp | $7M | $7M | $7M | $7M | $8M | $7M | $8M | $10M | $10M | $9M | $10M | $9M | $11M | $9M | $9M | $9M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $5M | $5M | |
| Restructuring | · | · | · | · | · | · | $1M | $8M | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-1M | · | · | · | $7M | · | · | · | $1M | · | · | · | $-6M | · | · | |
| Operating Cash Flow | $41M | $36M | $39M | $48M | $18M | $27M | $10M | $29M | $10M | $23M | $30M | $36M | $-10M | $16M | $20M | $19M | |
| CapEx | $100.0K | $400.0K | $300.0K | $100.0K | $700.0K | $200.0K | $200.0K | $100.0K | $300.0K | $0 | $200.0K | $100.0K | $100.0K | $300.0K | $300.0K | $1M | |
| Investing Cash Flow | $-4M | $-20M | $-13M | $-6M | $-9M | $-5M | $-5M | $-5M | $-6M | $-14M | $-9M | $-5M | $-8M | $-8M | $-6M | $-78M | |
| Stock Repurchased | $23M | $66M | $51M | $19M | $300.0K | $0 | $10M | $69M | · | · | $8M | $11M | · | · | · | $0 | |
| Net Stock Activity | · | $-66M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-32M | $-58M | $-48M | $-27M | $5M | $4M | $-10M | $-66M | $-2M | $1M | $-6M | $-12M | $-16M | $8M | $-69M | $72M | |
| Net Change in Cash | $6M | $-42M | $-22M | $15M | $13M | $26M | $-5M | $-42M | $3M | $10M | $14M | $20M | $-34M | $17M | $-54M | $13M | |
| Free Cash Flow | · | $35M | · | · | · | $26M | · | · | · | $23M | · | · | · | $16M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $23M | · | · | · | $20M | · | · |
Rentabilidad 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 3.5% | 12.2% | · | 16.0% | 5.7% | 0.33% | · | 3.5% | -6.4% | 2.3% | · | 2.6% | -2.9% | -0.47% | · | -6.2% | |
| Net Margin | 2.2% | 9.2% | · | 12.2% | 4.4% | 0.10% | · | 0.05% | -6.2% | 0.68% | · | -0.33% | -7.5% | 1.0% | · | 0.49% | |
| Pretax Margin | 3.7% | 12.6% | · | 16.5% | 6.2% | 0.62% | · | 4.1% | -5.5% | 3.0% | · | 3.1% | -2.5% | -0.06% | · | -6.5% | |
| EBITDA Margin | 3.5% | 16.6% | · | 16.0% | 12.5% | 6.4% | · | 3.5% | -6.4% | 9.6% | · | 2.6% | -2.9% | 6.4% | · | -6.2% | |
| ROA | 0.96% | 4.5% | · | 5.9% | 1.8% | 0.04% | · | 0.02% | -2.2% | 0.24% | · | -0.11% | -2.8% | 0.41% | · | 0.29% | |
| ROE | 1.2% | 5.8% | · | 7.3% | 2.1% | 0.05% | · | 0.03% | -2.5% | 0.30% | · | -0.15% | -3.4% | 0.55% | · | 0.44% | |
| ROIC | 1.3% | 5.9% | · | 6.3% | 2.0% | 0.03% | · | 0.03% | -2.9% | 0.22% | · | -0.12% | -3.4% | 3.8% | · | 0.17% |
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 | 2.6 | 2.6 | · | 3.7 | 3.4 | 2.7 | · | 2.9 | 4.3 | 4.2 | · | 4.3 | 5.2 | 2.7 | · | 2.9 | |
| Quick Ratio | 2.3 | 2.1 | · | 3.3 | 2.9 | 2.4 | · | 2.6 | 3.8 | 3.8 | · | 3.8 | 4.6 | 2.5 | · | 2.7 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.2 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.2 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 18.5 | · | 20.0 | -21.0 | -4.0 | · | -9.8 |
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 | 0.4 | 0.5 | · | 0.5 | 0.4 | 0.5 | · | 0.5 | 0.4 | 0.4 | · | 0.3 | 0.4 | 0.4 | · | 0.6 | |
| Receivables Turnover | 1.9 | 1.9 | · | 1.9 | 2.0 | 2.0 | · | 2.0 | 1.6 | 1.7 | · | 1.8 | 1.7 | 2.0 | · | 3.3 |
Valoración (TTM) 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $822M | $833M | · | $802M | $738M | $713M | · | $657M | $609M | $628M | · | $608M | $581M | $566M | · | $495M | |
| Net Income TTM | $59M | $55M | · | $35M | $-900.0K | $-8M | · | $-9M | $-20M | $-8M | · | $-9M | $-18M | $-17M | · | $-27M | |
| Market Cap | $591M | $683M | · | $804M | $825M | $674M | · | $941M | $1.14B | $1.14B | · | $684M | $730M | $1.24B | · | $659M | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $591M | |
| P/E | 11.4 | 14.0 | · | 23.9 | -1097.0 | -82.3 | · | -105.9 | -56.2 | -122.5 | · | -74.1 | -37.6 | -59.9 | · | -19.7 | |
| P/S | 0.7 | 0.8 | · | 1.0 | 1.1 | 0.9 | · | 1.4 | 1.9 | 1.8 | · | 1.1 | 1.3 | 2.2 | · | 1.3 | |
| P/B | 1.8 | 2.0 | · | 2.0 | 2.1 | 1.8 | · | 2.9 | 3.0 | 3.0 | · | 1.9 | 2.0 | 3.4 | · | 2.1 | |
| P / Tangible Book | 3.5 | 3.9 | · | 3.1 | 3.4 | 2.9 | · | 5.4 | 5.0 | 5.1 | · | 3.4 | 3.7 | 6.5 | · | 4.7 | |
| P / Cash Flow | · | 19.1 | · | · | · | 25.2 | · | · | · | 50.3 | · | · | · | 75.7 | · | · | |
| P / FCF | · | 19.3 | · | · | · | 25.4 | · | · | · | 50.3 | · | · | · | 77.1 | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | -67.1 | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 1.2 | |
| Earnings Yield | 8.8% | 7.1% | · | 4.2% | -0.09% | -1.2% | · | -0.94% | -1.8% | -0.82% | · | -1.4% | -2.7% | -1.7% | · | -5.1% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $837M | $688M | $599M | $539M | $380M |
| Margen Operativo % | 7.8% | 1.4% | 0.60% | -3.5% | -10.3% |
| Beneficio neto | $49M | $30M | $-12M | $-10M | $-42M |
| EPS Diluido | $0.64 | $0.38 | $-0.15 | $-0.14 | $-0.82 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | — | — | — | — | 0.0 |
| Ratio corriente | 3.5 | 3.3 | 5.3 | 2.6 | 3.7 |
| Ratio Rápido | 3.0 | 2.8 | 4.7 | 2.4 | 3.4 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $130M | $71M | $71M | $20M | $5M |
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Propietarios institucionales (13F) 166 declarantes · $205.2M 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 |
|---|---|---|---|---|
| 39 (+3 vs trimestre anterior) | 34 (-1 vs trimestre anterior) | 43 (-11 vs trimestre anterior) | 53 (+5 vs trimestre anterior) | +1.6M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Topline Capital Management, LLC | $30 425 886 | 3 289 285 | 14,83% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $16 375 580 | 1 770 333 | 7,98% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $12 673 074 | 1 370 062 | 6,18% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $12 432 213 | 1 344 023 | 6,06% | Acciones |
| Quinn Opportunity Partners LLC | $9 732 055 | 1 052 114 | 4,74% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $9 569 698 | 1 034 562 | 4,66% | Acciones |
| STATE STREET CORP | $8 570 782 | 926 571 | 4,18% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7 300 646 | 789 259 | 3,56% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $6 723 259 | 726 639 | 3,28% | Acciones |
| FMR LLC | $6 156 717 | 665 591 | 3,00% | Acciones |
| D. E. Shaw & Co., Inc. | $6 106 600 | 660 173 | 2,98% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $4 874 750 | 527 000 | 2,38% | Acciones |
| OP Asset Management Ltd | $4 330 795 | 468 194 | 2,11% | Acciones |
| VANGUARD GROUP INC | $3 312 582 | 244 471 | 1,61% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $3 233 217 | 349 537 | 1,58% | Acciones |
| Trexquant Investment LP | $3 135 907 | 339 017 | 1,53% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $2 783 307 | 300 898 | 1,36% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $2 757 148 | 298 070 | 1,34% | Acciones |
| CITADEL ADVISORS LLC | $2 642 133 | 285 636 | 1,29% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2 426 210 | 262 293 | 1,18% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2 378 508 | 257 136 | 1,16% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 229 832 | 214 820 | 1,09% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $2 127 112 | 229 958 | 1,04% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2 089 917 | 225 937 | 1,02% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $2 087 263 | 225 650 | 1,02% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 984 403 | 214 530 | 0,97% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 821 381 | 196 906 | 0,89% | Acciones |
| MACKENZIE FINANCIAL CORP | $1 771 125 | 191 473 | 0,86% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $1 595 644 | 172 502 | 0,78% | Acciones |
| Jump Financial, LLC | $1 431 900 | 154 800 | 0,70% | Acciones |
| XTX Topco Ltd | $1 382 209 | 149 428 | 0,67% | Acciones |
| Empowered Funds, LLC | $1 222 258 | 132 136 | 0,60% | Acciones |
| Vanguard Global Advisers, LLC | $1 197 255 | 129 433 | 0,58% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1 063 695 | 114 994 | 0,52% | Acciones |
| Quantinno Capital Management LP | $1 028 933 | 111 236 | 0,50% | Acciones |
| AlphaQuest LLC | $925 966 | 68 337 | 0,45% | Acciones |
| AMERIPRISE FINANCIAL INC | $910 016 | 98 380 | 0,44% | Acciones |
| FIRST TRUST ADVISORS LP | $883 014 | 95 461 | 0,43% | Acciones |
| Point72 Asset Management, L.P. | $781 440 | 84 480 | 0,38% | Acciones |
| Mitsubishi UFJ Trust & Banking Corp | $748 815 | 80 953 | 0,36% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $710 400 | 76 800 | 0,35% | Acciones |
| JPMORGAN CHASE & CO | $686 803 | 73 142 | 0,33% | Acciones |
| CITADEL ADVISORS LLC | $665 075 | 71 900 | 0,32% | Opción de compra |
| ALLSTATE CORP | $659 941 | 71 345 | 0,32% | Acciones |
| Vident Advisory, LLC | $649 026 | 70 165 | 0,32% | Acciones |
| WINMILL & CO. INC | $647 500 | 70 000 | 0,32% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $616 374 | 66 635 | 0,30% | Acciones |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $606 930 | 65 614 | 0,30% | Acciones |
| Swiss National Bank | $585 525 | 63 300 | 0,29% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $565 332 | 61 117 | 0,28% | Acciones |
| CAXTON ASSOCIATES LLP | $547 110 | 59 147 | 0,27% | Acciones |
| Squarepoint Ops LLC | $507 871 | 54 905 | 0,25% | Acciones |
| BROWN BROTHERS HARRIMAN & CO | $496 485 | 53 674 | 0,24% | Acciones |
| TWO SIGMA ADVISERS, LP | $489 155 | 36 100 | 0,24% | Acciones |
| Weiss Asset Management LP | $482 480 | 52 160 | 0,24% | Acciones |
| Brevan Howard Capital Management LP | $470 464 | 50 861 | 0,23% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $459 272 | 49 651 | 0,22% | Acciones |
| RHUMBLINE ADVISERS | $456 713 | 49 375 | 0,22% | Acciones |
| Aquatic Capital Management LLC | $440 836 | 47 658 | 0,21% | Acciones |
| Bank of New York Mellon Corp | $429 746 | 46 459 | 0,21% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $415 233 | 44 890 | 0,20% | Acciones |
| STRS OHIO | $409 775 | 44 300 | 0,20% | Acciones |
| BANK OF AMERICA CORP /DE/ | $406 482 | 43 944 | 0,20% | Acciones |
| MORGAN STANLEY | $392 996 | 42 486 | 0,19% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $379 846 | 36 594 | 0,19% | Acciones |
| Jain Global LLC | $372 026 | 40 219 | 0,18% | Acciones |
| CWM, LLC | $303 605 | 29 249 | 0,15% | Acciones |
| WELLS FARGO & COMPANY/MN | $279 396 | 30 205 | 0,14% | Acciones |
| State of Wyoming | $249 815 | 27 007 | 0,12% | Acciones |
| BlackRock, Inc. | $245 532 | 26 544 | 0,12% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $236 587 | 25 577 | 0,12% | Acciones |
| CITADEL ADVISORS LLC | $232 175 | 25 100 | 0,11% | Opción de venta |
| Rangeley Capital, LLC | $215 525 | 23 300 | 0,11% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $206 016 | 22 272 | 0,10% | Acciones |
| Balyasny Asset Management L.P. | $198 773 | 21 489 | 0,10% | Acciones |
| Campbell & CO Investment Adviser LLC | $192 271 | 20 786 | 0,09% | Acciones |
| JANUS HENDERSON GROUP PLC | $191 084 | 18 400 | 0,09% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $185 722 | 20 078 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $183 298 | 19 816 | 0,09% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $183 039 | 19 788 | 0,09% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $166 195 | 17 967 | 0,08% | Acciones |
| Entropy Technologies, LP | $160 155 | 17 314 | 0,08% | Acciones |
| AVIVA PLC | $160 127 | 17 311 | 0,08% | Acciones |
| Badgley Phelps Wealth Managers, LLC | $149 721 | 16 186 | 0,07% | Acciones |
| JANE STREET GROUP, LLC | $148 000 | 16 000 | 0,07% | Opción de compra |
| Walleye Trading LLC | $144 300 | 15 600 | 0,07% | Opción de venta |
| MARTINGALE ASSET MANAGEMENT L P | $142 497 | 15 405 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $141 026 | 15 246 | 0,07% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $125 288 | 13 230 | 0,06% | Acciones |
| Invesco Ltd. | $123 182 | 13 317 | 0,06% | Acciones |
| Walleye Capital LLC | $118 271 | 12 786 | 0,06% | Acciones |
| Walleye Capital LLC | $115 625 | 12 500 | 0,06% | Opción de venta |
| WOLVERINE TRADING, LLC | $113 300 | 10 300 | 0,06% | Opción de venta |
| Police & Firemen's Retirement System of New Jersey | $112 517 | 12 164 | 0,05% | Acciones |
| Vista Wealth Management Group, LLC | $112 455 | 12 426 | 0,05% | Acciones |
| PEAK6 LLC | $111 000 | 12 000 | 0,05% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $108 225 | 11 700 | 0,05% | Opción de venta |
| NEW YORK STATE COMMON RETIREMENT FUND | $92 361 | 9 985 | 0,05% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $82 223 | 8 889 | 0,04% | Acciones |
| Vanguard Investments Australia, Ltd. | $80 216 | 8 672 | 0,04% | Acciones |
Informantes de la empresa 7 insiders · 4 directivos · 2 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Tim Chao-Ming Chen | Chief Executive Officer | 1 de junio de 2026 F | 546 883 | 0 | 0 | $0 |
| Jun Hyung Lee | Chief Financial Officer | 1 de junio de 2026 F | 368 082 | 0 | 0 | $0 |
| Sam Brian Mischner | Chief Revenue Officer | 1 de junio de 2026 F | 249 725 | 0 | 0 | $0 |
| Nicholas Tatum | Chief Accounting Officer | 1 de junio de 2026 F | 72 456 | 0 | 0 | $0 |
| James D Robinson III | Consejero | 8 de noviembre de 2021 C | 556 817 | 0 | 0 | $0 |
| Topline Capital Partners, LP | Propietario del 10% | 30 de junio de 2026 S | 3 289 285 | 0 | 3 | $-17 862 921 |
| Institutional Venture Partners XIV, L.P. | Propietario del 10% | 7 de noviembre de 2022 J | 3 654 541 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 43 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 |
|---|---|---|---|---|
| SVAL · iShares Trust | 0,31% | 72 634 SH | 8 de agosto de 2026 | Diario |
| ESSC · Strategy Shares | 0,18% | 4 272 NS | 30 de abril de 2026 | N-PORT |
| OASC · Unified Series Trust | 0,10% | 9 895 NS | 31 de mayo de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,10% | 51 427 SH | 8 de agosto de 2026 | Diario |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 40 013 NS | 30 de abril de 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,07% | 62 522 SH | 8 de agosto de 2026 | Diario |
| IWC · iShares Trust | 0,07% | 111 848 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 87 879 SH | 8 de agosto de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,02% | 7 227 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 35 555 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,02% | 303 407 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,02% | 55 564 NS | 31 de mayo de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,02% | 189 618 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,01% | 17 188 NS | 30 de abril de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,01% | 20 654 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,01% | 134 003 NS | 30 de abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 190 865 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,01% | 859 657 SH | 8 de agosto de 2026 | Diario |
| EBI · RBB Fund Trust | 0,01% | 6 734 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 1 866 NS | 31 de mayo de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,01% | 228 781 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 163 529 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 1 459 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 10 264 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,00% | 3 659 SH | 8 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,00% | 7 534 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 1 478 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 103 532 NS | 30 de abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 1 903 NS | 31 de mayo de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,00% | 626 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 37 NS | 31 de mayo de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 3 884 NS | 30 de abril de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 406 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 7 549 NS | 30 de abril de 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 10 002 NS | 31 de mayo de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 9 818 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 22 075 NS | 31 de mayo de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 6 030 SH | 8 de agosto de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,00% | 1 590 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 333 515 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 006 684 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 3 184 SH | 8 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,00% | 44 524 SH | 8 de agosto de 2026 | Diario |