OOMA Ooma, Inc. Common Stock
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Ooma, Inc. is an American publicly traded telecommunications company based in the Silicon Valley, California area. Ooma offers communications services including Voice over IP (VoIP) calling for business, home and mobile users.
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Ooma, Inc. is an American publicly traded telecommunications company based in the Silicon Valley, California area. Ooma offers communications services including Voice over IP (VoIP) calling for business, home and mobile users.
History
Ooma was founded by Andrew Frame, who previously worked for Cisco Systems, and Michael Cerda. Ooma's initial product was a "VoIP in a box" device that had the capability to use peer-to-peer VoIP technology to let users make phone calls over other Ooma users' landline services. The system worked through a "hub" connected to the main phone line and "scouts" connected to other phones. Due to the potential for privacy issues, Ooma never terminated any calls using the peer-to-peer technology. In January 2008, Ooma officially terminated the option of enabling its peer-to-peer technology.
PC Magazine awarded Ooma the DigitalLife Best of Show award in the hardware innovator category for the Ooma Hub in 2007. Frame stepped down from his role as CEO in 2009 and was replaced by Eric Stang. That same year, Ooma released its Telo system, which consisted of a base system to access unlimited calling and caller ID. In 2009, Ooma received the gold consumer product of the year award as part of the Best in Biz Awards in 2011.
In 2011, it was announced that Ooma's VoIP-In-A-Box was expanding to Canada.
Ooma unveiled its HD2 handset in November 2012. The handset includes one-touch voicemail, an intercom, and baby monitoring features. Ooma also launched Ooma Linx in 2012, which used an AC outlet to connect any phone or fax machine to the Telo base station. In December 2012, Ooma received the Internet Telephony Product of the Year award for developing the Telo, HD2 handset, and Linx. Ooma launched the HD3 handset in December 2017 and the Ooma Telo 4G system with wireless internet connectivity in January 2019.
Ooma worked with West Valley City, Utah, in June 2014 to offer free telephone service to households through a fiber network. In 2015, Ooma was named one of the fastest-growing private companies by the San Francisco Business Times and Silicon Valley Business Journal. That same year, it was a gold winner of the Best of Biz Awards.
Ooma acquired security camera startup Butterfleye in December 2017, custom business communications provider Voxter in March 2018, business communications provider Broadsmart in May 2019 and business communications provider OnSIP in July 2022. On September 22, 2021, Ooma announced in an email message to its camera users that "We're sorry to inform you that the operation, maintenance and support of Ooma Butterfleye and Smart Cam security cameras will be ending. As such, the last day of operation of your camera(s) will be October 22, 2021. After this day, your camera(s) will stop working and will no longer record videos. Any videos you currently access through the Smart Cam App will become unavailable."
Ooma acquired telecommunications platform provider 2600Hz (www.2600hz.com) in October 2023.
Funding
The company's initial funding round raised $7.8 million in 2005. In 2006, Sean Parker invested in the company. Ooma held a Series B funding round in 2007, which raised $12 million. Investors included Worldview Technology Partners and Draper Fisher Jurvetson. In September 2008, Ooma raised $16 million in its Series C funding round.
Ooma raised a $18.3 million Series D funding round in June 2009. Worldview Technology Partners led the round.
In January 2012, Ooma raised a funding round of $17.3 million from investors, including Draper Fisher Jurvetson and Founder's Fund. The company had raised a total of $83.3 million at that time.
Ooma held its IPO in July 2015. The company went public at $13 per share. Ooma raised $85 million from the 5 million shares offered.
Operations
Ooma's service offerings are broken down into two business models: Ooma Telo for personal or home use and business services including Ooma Office, Ooma Office Pro, and Ooma Enterprise.
Ooma Telo
Ooma Telo was released on October 1, 2009. Telo is designed to provide unlimited, free VoIP calls within the United States. It features Bluetooth integration, HD voice, and a cordless DECT 6.0 handset. Existing landline, VoIP, or mobile numbers can be ported to Ooma.
A Premier package adds Multi-Ring, Do Not Disturb, enhanced voicemail service, and Caller ID with Name.
Ooma Office
Launched in 2013, Ooma Office consists of a cloud-based phone system including business applications such as conferencing, virtual fax extensions, and extension dialing. In August 2016, the mobile version of Ooma Office was released. The mobile version does not require the base station unit Ooma Office operates through. Features available through the mobile software include a virtual receptionist, call transferring, local and toll-free numbers, conference bridges, and extension dialing.
In 2020, Ooma introduced Ooma Connect, a base station and adapter that provides a wireless internet connection.
Ooma Office Pro
Launched in 2020, Ooma Office Pro provides all the features of Ooma Office in addition to advanced features including video meetings, call recording, a desktop app (also known as a softphone), robocall blocking, and voicemail transcription.
Ooma Office Pro Plus
Launched in 2022, Ooma Office Pro Plus provides additional features to the Pro tier including: Call Queuing, Hot Desking, Salesforce and Dynamics CRM integrations, Ooma Meetings Recordings, Shared Voicemail Boxes, Expanded Schedules, Call Screening, Digital Call Deflection, and automated texting.
Ooma Enterprise
Launched in 2018, Ooma Enterprise provides a full, customizable unified communications as a service (UCaaS) solution.
Ooma AirDial
Ooma introduced Ooma AirDial in November 2021 to provide replacement for traditional analog copper-wire phone lines, also known as Plain Old Telephone Service or POTS, for devices that require a highly reliable connection, such as fire alarm panels, elevator emergency phones, burglar alarms, building entry system and blue-light campus safety phone.
== References ==
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
OOMA Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
OOMA 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
OOMA Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 23,1%
- Compra 8 61,5%
- Mantener 2 15,4%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-19Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de marzo de 2027 | $0.35 | $0.32 | — |
| 30 de junio de 2026 | $0.35 | $0.32 | 0.03% |
| 31 de marzo de 2026 | $0.34 | $0.31 | 0.03% |
| 31 de diciembre de 2025 | $0.27 | $0.23 | 0.04% |
| 30 de septiembre de 2025 | $0.23 | $0.20 | 0.03% |
| 30 de junio de 2025 | $0.20 | $0.19 | 0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| OOMA | $322M | 51.1 | 6.5% | 2.4% | 7.1% | 61.1% |
| DJCO | $840M | 5.7 | 25.4% | 127.9% | 30.9% | — |
| PAR | $1.47B | -17.4 | 30.2% | -18.5% | -10.0% | 43.5% |
| CCSI | $414M | 5.0 | -0.20% | 24.2% | -1330.5% | 79.8% |
| SPT | — | -15.2 | 12.7% | -9.5% | -22.3% | 77.6% |
| BTBT | $613M | -6.1 | 5.1% | -70.7% | -14.1% | — |
| YEXT | $880M | 102.3 | 6.1% | 8.5% | 24.3% | 74.5% |
| WEAV | $595M | -20.5 | 17.0% | -11.7% | -34.8% | 72.1% |
| ABTC | — | -10.0 | 158.8% | -82.7% | -30.5% | — |
| RMNI | $355M | 9.9 | -1.7% | 8.8% | -132.3% | 60.4% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $274M | $257M | $237M | $216M | $192M | $169M | $152M | $129M | $114M | $105M | $89M | $72M | |
| Cost of Revenue | $106M | $101M | $90M | $79M | $74M | $64M | $62M | $53M | $46M | $45M | $42M | $37M | |
| Gross Profit | $167M | $156M | $147M | $138M | $118M | $105M | $89M | $76M | $68M | $59M | $47M | $35M | |
| R&D Expense | $50M | $54M | $50M | $46M | $38M | $36M | $38M | $34M | $29M | $24M | $19M | $12M | |
| SG&A Expense | $34M | $31M | $28M | $28M | $24M | $21M | $21M | $18M | $15M | $15M | $13M | $7M | |
| Operating Expenses | $163M | $163M | $151M | $143M | $120M | $108M | $109M | $92M | $82M | $73M | $60M | $41M | |
| Operating Income | $4M | $-7M | $-4M | $-6M | $-2M | $-3M | $-20M | $-16M | $-14M | $-13M | $-13M | $-6M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $18.0K | $900.0K | $300.0K | |
| Other Non-op | · | · | · | · | · | · | · | · | · | $-43.0K | $-42.0K | $-55.0K | |
| Pretax Income | $4M | $-6M | $-3M | $-5M | $-2M | $-2M | $-19M | $-15M | $-13M | $-13M | $-14M | $-7M | |
| Income Tax | $-2M | $760.0K | $-2M | $-2M | · | $85.0K | $-130.0K | $-384.0K | $3.0K | · | · | $-502.0K | |
| Net Income | $6M | $-7M | $-835.0K | $-4M | $-2M | $-2M | $-19M | $-15M | $-13M | $-13M | $-14M | $-6M | |
| EPS (Basic) | $0.23 | $-0.26 | $-0.03 | $-0.15 | $-0.07 | $-0.11 | · | · | · | · | · | · | |
| EPS (Diluted) | $0.23 | $-0.26 | $-0.03 | $-0.15 | $-0.07 | $-0.11 | · | · | · | · | · | · | |
| Shares (Basic) | 27,550,814 | 26,685,598 | 25,573,288 | 24,506,525 | 23,473,849 | 22,361,312 | · | · | · | · | · | · | |
| Shares (Diluted) | 28,116,327 | 26,685,598 | 25,573,288 | 24,506,525 | 23,473,849 | 22,361,312 | · | · | · | · | · | · | |
| EBITDA | $9M | $-3M | $316.0K | $-2M | $1M | $102.0K | $-17M | $-14M | $-12M | · | $-13M | · |
Balance general 30
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $20M | $18M | $18M | $24M | $20M | $17M | $12M | $15M | $4M | $4M | $27M | $9M | |
| Short-term Investments | · | · | $0 | $3M | $12M | $11M | $14M | $27M | $47M | $49M | $28M | · | |
| Receivables | $12M | $8M | $10M | $7M | $7M | $5M | $5M | $4M | $3M | $5M | $6M | $4M | |
| Inventory | $16M | $13M | $20M | $26M | $14M | $12M | $8M | $10M | $6M | $6M | $5M | $8M | |
| Prepaid Expense | $19M | $17M | $16M | $14M | $14M | $10M | $9M | $5M | $4M | $2M | $1M | $945.0K | |
| Other Current Assets | $4M | $2M | $1M | $2M | $1M | $395.0K | $1M | $1M | $1M | · | · | · | |
| Current Assets | $67M | $56M | $64M | $75M | $66M | $56M | $48M | $62M | $65M | $67M | $69M | $25M | |
| PP&E (Net) | $13M | $12M | $10M | $8M | $6M | $5M | $5M | $5M | $5M | $4M | $4M | $3M | |
| PP&E (Gross) | $40M | $35M | $32M | $26M | $21M | $17M | $14M | $12M | $12M | $9M | $10M | $7M | |
| Accum. Depreciation | $27M | $23M | $22M | $18M | $15M | $12M | $9M | $8M | $7M | $5M | $6M | $4M | |
| Goodwill | $50M | $23M | $23M | $9M | $4M | $4M | $4M | $4M | $2M | $1M | $1M | $1M | |
| Intangibles | $62M | $22M | $28M | $10M | $4M | $6M | $7M | $3M | $1M | $537.0K | $885.0K | $1M | |
| Other Non-current Assets | $21M | $20M | $18M | $17M | $14M | $12M | $8M | $5M | $336.0K | $252.0K | $888.0K | $1M | |
| Total Assets | $228M | $149M | $159M | $131M | $109M | $89M | $81M | $78M | $73M | $73M | $77M | $31M | |
| Accounts Payable | $8M | $6M | $8M | $13M | $8M | $7M | $8M | $10M | $5M | $6M | $5M | $4M | |
| Accrued Liabilities | · | · | · | · | · | $23M | $23M | $19M | $15M | $12M | $13M | $10M | |
| Short-term Debt | $6M | · | · | · | · | · | · | · | · | · | · | $2M | |
| Current Liabilities | $72M | $52M | $51M | $57M | $47M | $47M | $47M | $45M | $36M | $33M | $33M | $31M | |
| Capital Leases | $11M | $12M | $14M | $14M | $11M | $3M | $5M | · | · | · | · | · | |
| Other Non-current Liabilities | $392.0K | $23.0K | $15.0K | $31.0K | $73.0K | $75.0K | $174.0K | $619.0K | $577.0K | $561.0K | $182.0K | $980.0K | |
| Total Liabilities | $135M | $64M | $81M | $68M | $58M | $50M | $52M | $45M | $36M | $34M | $34M | $43M | |
| Long-term Debt | $52M | $0 | $16M | · | · | · | · | · | · | · | · | · | |
| Total Debt | $6M | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $4.0K | $4.0K | $4.0K | $4.0K | $2.0K | $2.0K | $2.0K | · | |
| Paid-in Capital | $227M | $225M | $211M | $196M | $180M | $167M | $153M | $139M | $128M | $118M | $108M | $6M | |
| Retained Earnings | $-134M | $-140M | $-133M | $-132M | $-129M | $-127M | $-125M | $-106M | $-91M | $-78M | $-65M | $-51M | |
| AOCI | · | $0 | $-1.0K | $-23.0K | $-20.0K | $7.0K | $14.0K | $-10.0K | $-84.0K | $-11.0K | $17.0K | · | |
| Stockholders' Equity | $93M | $85M | $78M | $63M | $51M | $40M | $28M | $33M | $37M | $40M | $43M | $-45M | |
| Liabilities + Equity | $228M | $149M | $159M | $131M | $109M | $89M | $81M | $78M | $73M | $73M | $77M | $31M | |
| Shares Outstanding | 27,400,000 | 27,200,000 | 26,000,000 | 25,000,000 | 23,900,000 | 22,900,000 | 21,700,000 | 20,300,000 | 19,100,000 | 18,000,000 | 16,916,250 | 2,515,065 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $4M | $4M | $4M | $3M | $3M | $3M | $2M | $2M | $2M | $1M | $896.0K | |
| Stock-based Comp | $15M | $18M | $15M | $14M | $13M | $12M | $13M | $10M | $11M | $10M | $5M | $426.0K | |
| Deferred Tax | $-3M | · | $-3M | $-2M | · | · | $-144.0K | $-384.0K | · | · | · | $-502.0K | |
| Amort. of Intangibles | $7M | $6M | $4M | $2M | $1M | $1M | $1M | $700.0K | $300.0K | $348.0K | $393.0K | $306.0K | |
| Restructuring | · | · | · | · | · | · | $3M | · | · | · | · | · | |
| Other Non-cash | $4M | $11M | $-3M | $-3M | $-7M | $-8M | $-4M | $-2M | $3M | · | · | · | |
| Operating Cash Flow | $28M | $27M | $12M | $9M | $7M | $4M | $-8M | $-4M | $3M | $385.0K | $-470.0K | $-4M | |
| CapEx | $6M | $6M | $6M | $5M | $4M | $3M | $3M | $2M | $2M | $2M | $3M | $1M | |
| Investing Cash Flow | $-70M | $-6M | $-35M | $-6M | $-5M | $229.0K | $3M | $15M | $-2M | $-23M | · | · | |
| Debt Issued | · | · | $18M | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | $-6M | $-16M | $16M | · | · | · | · | · | · | · | · | · | |
| Stock Issued | $3M | $5M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $1M | $221.0K | $423.0K | |
| Stock Repurchased | $12M | $4M | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-9M | $586.0K | $3M | $3M | $3M | $3M | $3M | $3M | $2M | · | $221.0K | · | |
| Financing Cash Flow | $44M | $-20M | $16M | $2M | $601.0K | $1M | $1M | $-40.0K | $-525.0K | $-839.0K | · | · | |
| Net Change in Cash | $2M | $335.0K | $-7M | $4M | $2M | $6M | $-4M | $11M | $493.0K | $-23M | $18M | $3M | |
| Taxes Paid | $739.0K | $600.0K | $800.0K | $409.0K | $34.0K | · | · | $1.0K | · | $3.0K | · | · | |
| Free Cash Flow | $22M | $20M | $6M | $4M | $2M | $1M | · | · | $695.0K | · | $-3M | · |
Rentabilidad 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 61.1% | 60.7% | 62.2% | 63.7% | 61.6% | 62.0% | 59.0% | 59.2% | 59.5% | · | 52.8% | · | |
| Operating Margin | 1.6% | -2.7% | -1.7% | -2.7% | -1.0% | -1.6% | -13.0% | -12.2% | -12.0% | · | -14.3% | · | |
| Net Margin | 2.4% | -2.7% | -0.35% | -1.7% | -0.91% | -1.4% | -12.4% | -11.3% | -11.5% | · | -15.8% | · | |
| Pretax Margin | 1.6% | -2.4% | -1.2% | -2.5% | -0.91% | -1.4% | -12.5% | -11.6% | · | · | -15.8% | · | |
| EBITDA Margin | 3.2% | -1.0% | 0.13% | -0.92% | 0.62% | 0.06% | -11.3% | -10.5% | -10.3% | · | -14.3% | · | |
| ROA | 3.4% | -4.5% | -0.58% | -3.0% | -1.8% | -2.9% | -23.6% | -19.2% | -17.9% | · | -26.1% | · | |
| ROE | 7.1% | -8.2% | -1.1% | -5.9% | -3.5% | -6.3% | -67.3% | -43.2% | -34.8% | · | 1246.3% | · | |
| ROIC | 6.3% | -9.2% | -1.5% | -6.1% | · | -7.3% | -68.9% | -46.5% | · | · | · | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 1.1 | 1.2 | 1.3 | 1.4 | 1.2 | 1.0 | 1.4 | 1.8 | · | 2.1 | · | |
| Quick Ratio | 0.4 | 0.5 | 0.5 | 0.6 | 0.8 | 0.7 | 0.7 | 1.0 | 1.5 | · | 1.8 | · | |
| Debt / Equity | 0.1 | · | · | · | · | · | · | · | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | -14.1 | · |
Eficiencia 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.5 | 1.7 | 1.6 | 1.8 | 1.9 | 2.0 | 1.9 | 1.7 | 1.6 | · | 1.6 | · | |
| Inventory Turnover | 7.3 | 6.1 | 3.9 | 3.9 | 5.7 | 6.2 | 6.7 | 6.5 | 7.8 | · | 6.4 | · | |
| Receivables Turnover | 27.5 | 28.7 | 27.9 | 29.9 | 30.7 | 34.4 | 36.5 | 39.3 | 30.2 | · | 17.7 | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.5% | 8.5% | 9.5% | 12.4% | 13.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.2% | 10.1% | 11.9% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 10.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $274M | $257M | $237M | $216M | $192M | $169M | $152M | $129M | $114M | $105M | $89M | · | |
| Net Income TTM | $6M | $-7M | $-835.0K | $-4M | $-2M | $-2M | $-19M | $-15M | $-13M | $-13M | $-14M | · | |
| Market Cap | $322M | $391M | $281M | $359M | $431M | $308M | $285M | $307M | $196M | · | $115M | · | |
| Enterprise Value | $308M | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 51.1 | -55.3 | -360.7 | -95.8 | -257.7 | -122.5 | · | · | · | · | · | · | |
| P/S | 1.2 | 1.5 | 1.2 | 1.7 | 2.2 | 1.8 | 1.9 | 2.4 | 1.7 | · | 1.3 | · | |
| P/B | 3.5 | 4.6 | 3.6 | 5.7 | 8.4 | 7.8 | 10.0 | 9.3 | 5.3 | · | 2.7 | · | |
| P / Tangible Book | · | 9.8 | 10.4 | 8.2 | 10.1 | 10.4 | · | · | · | · | · | · | |
| P / Cash Flow | 11.6 | 14.7 | 22.9 | 40.9 | 64.8 | 70.6 | -37.7 | -78.1 | 61.7 | · | -244.4 | · | |
| P / FCF | 14.6 | 19.4 | 46.0 | 100.9 | 175.9 | 255.6 | · | · | 281.7 | · | -34.2 | · | |
| EV / EBITDA | 35.6 | · | · | · | · | · | · | · | · | · | · | · | |
| EV / FCF | 13.9 | · | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 1.1 | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 2.0% | -1.8% | -0.28% | -1.0% | -0.39% | -0.82% | · | · | · | · | · | · |
Estado de resultados 15
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $81M | $75M | $68M | $66M | $65M | $65M | $65M | $64M | $62M | $62M | $60M | $58M | $57M | $56M | $57M | $53M | |
| Cost of Revenue | $30M | $29M | $27M | $26M | $25M | $25M | $26M | $25M | $24M | $24M | $23M | $22M | $21M | $21M | $21M | $19M | |
| Gross Profit | $51M | $46M | $41M | $40M | $40M | $40M | $39M | $39M | $38M | $38M | $37M | $37M | $36M | $36M | $36M | $34M | |
| R&D Expense | $15M | $13M | $12M | $12M | $12M | $13M | $14M | $14M | $14M | $14M | $13M | $12M | $12M | $12M | $12M | $11M | |
| SG&A Expense | $10M | $10M | $8M | $8M | $8M | $8M | $8M | $7M | $8M | $8M | $8M | $6M | $7M | $7M | $8M | $7M | |
| Operating Expenses | $47M | $44M | $39M | $39M | $40M | $40M | $42M | $40M | $41M | $40M | $38M | $37M | $37M | $36M | $39M | $35M | |
| Operating Income | $4M | $2M | $1M | $916.0K | $-57.0K | $-321.0K | $-2M | $-2M | $-3M | $-2M | $-1M | $6.0K | $-608.0K | $-497.0K | $-3M | $-2M | |
| Pretax Income | $3M | $2M | $1M | $1M | $106.0K | $-356.0K | $-2M | $-2M | $-2M | $-2M | $-751.0K | $538.0K | $-193.0K | $-309.0K | $-3M | $-2M | |
| Income Tax | $156.0K | $-2M | $64.0K | $-118.0K | $247.0K | $-95.0K | $92.0K | $438.0K | $325.0K | $658.0K | $-3M | $267.0K | $133.0K | $108.0K | $49.0K | $-2M | |
| Net Income | $3M | $4M | $1M | $1M | $-141.0K | $-261.0K | $-2M | $-2M | $-2M | $-3M | $2M | $271.0K | $-326.0K | $-417.0K | $-3M | $338.0K | |
| EPS (Basic) | $0.09 | $0.14 | $0.05 | $0.05 | $-0.01 | $-0.01 | $-0.09 | $-0.08 | $-0.08 | $-0.12 | $0.09 | $0.01 | $-0.01 | $-0.02 | $-0.11 | $0.01 | |
| EPS (Diluted) | $0.09 | $0.15 | $0.05 | $0.04 | $-0.01 | $-0.01 | $-0.09 | $-0.08 | $-0.08 | $-0.12 | $0.09 | $0.01 | $-0.01 | $-0.02 | $-0.11 | $0.01 | |
| Shares (Basic) | 27,495,292 | -55,111,582 | 27,621,276 | 27,595,209 | 27,445,911 | -52,933,146 | 26,837,594 | 26,556,754 | 26,224,396 | -50,405,262 | 25,469,997 | 25,330,545 | 25,178,008 | -48,606,579 | 24,608,685 | 24,388,275 | |
| Shares (Diluted) | 28,098,180 | -55,460,094 | 28,005,206 | 28,125,304 | 27,445,911 | -52,933,146 | 26,837,594 | 26,556,754 | 26,224,396 | -51,530,002 | 25,990,264 | 25,935,018 | 25,178,008 | -49,092,068 | 24,608,685 | 24,873,764 | |
| EBITDA | $5M | · | $1M | $916.0K | $887.0K | · | $-2M | $-2M | $-2M | · | $-1M | $6.0K | $455.0K | · | $-3M | $-2M |
Balance general 29
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $17M | $20M | $22M | $20M | $19M | $18M | $17M | $17M | $16M | · | $19M | $29M | $27M | · | $20M | $16M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | $0 | $495.0K | $987.0K | · | $4M | $6M | |
| Receivables | $12M | $12M | $9M | $9M | $8M | $8M | $8M | $8M | $11M | · | $9M | $9M | $9M | · | $7M | $7M | |
| Inventory | $18M | $16M | $15M | $15M | $14M | $13M | $13M | $15M | $17M | · | $21M | $23M | $25M | · | $22M | $21M | |
| Prepaid Expense | $20M | $19M | $18M | $17M | $16M | $17M | $17M | $16M | $14M | · | $16M | $15M | $14M | · | $15M | $15M | |
| Other Current Assets | $4M | $4M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | · | $2M | $1M | $926.0K | · | · | · | |
| Current Assets | $67M | $67M | $64M | $60M | $57M | $56M | $55M | $56M | $57M | · | $66M | $75M | $76M | · | $68M | $65M | |
| PP&E (Net) | $14M | $13M | $13M | $13M | $12M | $12M | $12M | $11M | $11M | · | $10M | $9M | $8M | · | $8M | $8M | |
| PP&E (Gross) | · | $40M | · | · | · | $35M | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | $27M | · | · | · | $23M | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $50M | $50M | $23M | $23M | $23M | $23M | $23M | $23M | $23M | · | $23M | $9M | $9M | · | $9M | $9M | |
| Intangibles | $59M | $62M | $18M | $19M | $21M | $22M | $24M | $25M | $26M | · | $30M | $9M | $10M | · | $11M | $12M | |
| Other Non-current Assets | $22M | $21M | $20M | $21M | $20M | $20M | $21M | $21M | $21M | · | $18M | $18M | $18M | · | $16M | $15M | |
| Total Assets | $227M | $228M | $153M | $150M | $149M | $149M | $150M | $151M | $155M | · | $163M | $136M | $138M | · | $125M | $123M | |
| Accounts Payable | $14M | $8M | $6M | $7M | $11M | $6M | $7M | $7M | $11M | · | $7M | $13M | $19M | · | $12M | $13M | |
| Short-term Debt | $5M | $6M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $72M | $72M | $52M | $50M | $49M | $52M | $51M | $48M | $49M | · | $54M | $52M | $56M | · | $54M | $54M | |
| Capital Leases | $11M | $11M | $11M | $12M | $12M | $12M | $12M | $13M | $13M | · | $14M | $13M | $14M | · | $11M | $11M | |
| Other Non-current Liabilities | $392.0K | $392.0K | · | · | · | $23.0K | · | · | · | · | $14.0K | $17.0K | · | · | $39.0K | $48.0K | |
| Total Liabilities | $131M | $135M | $63M | $62M | $61M | $64M | $66M | $70M | $74M | · | $85M | $65M | $70M | · | $65M | $65M | |
| Long-term Debt | $48M | $52M | · | · | · | · | $3M | $8M | $12M | · | $18M | · | · | · | · | · | |
| Total Debt | $5M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | · | $5.0K | $5.0K | $5.0K | · | $5.0K | $5.0K | |
| Paid-in Capital | $227M | $227M | $228M | $227M | $228M | $225M | $223M | $219M | $216M | · | $208M | $204M | $200M | · | $192M | $188M | |
| Retained Earnings | $-131M | $-134M | $-138M | $-139M | $-140M | $-140M | $-140M | $-138M | $-135M | · | $-130M | $-132M | $-133M | · | $-132M | $-129M | |
| AOCI | · | · | · | · | · | · | · | · | $-1.0K | · | $-1.0K | $-5.0K | $-11.0K | · | $-60.0K | $-60.0K | |
| Stockholders' Equity | $96M | $93M | $90M | $88M | $88M | $85M | $84M | $82M | $81M | $78M | $78M | $71M | $68M | $63M | $60M | $58M | |
| Liabilities + Equity | $227M | $228M | $153M | $150M | $149M | $149M | $150M | $151M | $155M | · | $163M | $136M | $138M | · | $125M | $123M | |
| Shares Outstanding | · | 27,400,000 | · | · | · | 27,200,000 | · | · | · | · | · | · | · | · | · | · |
Flujo de Efectivo 15
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $1M | $1M | $1M | $1M | $944.0K | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $998.0K | $889.0K | |
| Stock-based Comp | $3M | $4M | $4M | $4M | $4M | $4M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | $103.0K | $3M | · | · | $0 | $-90.0K | $-2M | |
| Amort. of Intangibles | $3M | $2M | $1M | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $800.0K | $700.0K | $741.0K | $760.0K | $800.0K | $400.0K | |
| Other Non-cash | $-857.0K | · | · | · | $-1M | · | · | · | $326.0K | · | · | · | $-3M | · | · | · | |
| Operating Cash Flow | $6M | $11M | $7M | $6M | $4M | $8M | $8M | $7M | $4M | $6M | $2M | $4M | $1M | $3M | $2M | $2M | |
| CapEx | $1M | $2M | $1M | $1M | $1M | $2M | $2M | $2M | $1M | $1M | $1M | $2M | $1M | $1M | $1M | $1M | |
| Investing Cash Flow | $-1M | $-66M | $-1M | $-1M | $-1M | $-2M | $-2M | $-2M | $-1M | $-4M | $-30M | $-2M | $676.0K | $501.0K | $680.0K | $-7M | |
| Net Debt Issued | $-5M | · | · | · | · | · | · | · | $-4M | · | · | · | · | · | · | · | |
| Stock Issued | $1M | $0 | $732.0K | $0 | $2M | $2M | $2M | $167.0K | $1M | $-61.0K | $837.0K | $164.0K | $2M | $720.0K | $1M | $0 | |
| Stock Repurchased | $3M | $3M | $3M | $3M | $2M | $2M | $1M | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-2M | · | · | · | $85.0K | · | · | · | $1M | · | · | · | $2M | · | · | · | |
| Financing Cash Flow | $-8M | $53M | $-3M | $-4M | $-1M | $-5M | $-6M | $-5M | $-4M | $-3M | $18M | $-319.0K | $1M | $297.0K | $676.0K | $-336.0K | |
| Net Change in Cash | $-3M | $-2M | $2M | $570.0K | $1M | $740.0K | $546.0K | $737.0K | $-2M | $-1M | $-10M | $2M | $3M | $4M | $4M | $-5M | |
| Free Cash Flow | $5M | · | · | · | $2M | · | · | · | $2M | · | · | · | $-90.0K | · | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 62.4% | · | 60.2% | 60.6% | 61.8% | · | 60.3% | 60.4% | 61.0% | · | 61.7% | 62.7% | 63.2% | · | 63.4% | 64.2% | |
| Operating Margin | 4.3% | · | 1.9% | 1.4% | -0.09% | · | -3.5% | -2.5% | -4.4% | · | -1.7% | 0.01% | -1.1% | · | -5.0% | -3.1% | |
| Net Margin | 3.2% | · | 2.1% | 1.9% | -0.22% | · | -3.6% | -3.3% | -3.4% | · | 3.8% | 0.46% | -0.57% | · | -5.0% | 0.64% | |
| Pretax Margin | 3.4% | · | 2.1% | 1.7% | 0.16% | · | -3.5% | -2.6% | -2.9% | · | -1.2% | 0.92% | -0.34% | · | -4.9% | -3.1% | |
| EBITDA Margin | 5.8% | · | 1.9% | 1.4% | 1.4% | · | -3.5% | -2.5% | -2.7% | · | -1.7% | 0.01% | 0.80% | · | -5.0% | -3.1% | |
| ROA | 1.4% | · | 0.92% | 0.83% | -0.09% | · | -1.5% | -1.5% | -1.5% | · | 1.6% | 0.21% | -0.26% | · | -2.4% | 0.30% | |
| ROE | 2.8% | · | 1.6% | 1.5% | -0.17% | · | -2.9% | -2.8% | -2.9% | · | 3.3% | 0.42% | -0.53% | · | -5.2% | 0.65% | |
| ROIC | 3.3% | · | 1.4% | 1.1% | 0.09% | · | -2.9% | -2.5% | -4.0% | · | 4.0% | 0.00% | -1.5% | · | -4.9% | 0.59% |
Liquidez y Solvencia 3
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | · | 1.2 | 1.2 | 1.2 | · | 1.1 | 1.1 | 1.2 | · | 1.2 | 1.4 | 1.4 | · | 1.3 | 1.2 | |
| Quick Ratio | 0.4 | · | 0.6 | 0.6 | 0.6 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.7 | 0.7 | · | 0.6 | 0.5 | |
| Debt / Equity | 0.0 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
Eficiencia 3
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | 0.5 | |
| Inventory Turnover | 1.9 | · | 1.9 | 1.7 | 1.6 | · | 1.5 | 1.3 | 1.1 | · | 1.1 | 1.0 | 1.1 | · | 1.1 | 1.1 | |
| Receivables Turnover | 7.9 | · | 7.9 | 7.9 | 6.8 | · | 7.5 | 7.6 | 6.4 | · | 7.3 | 7.7 | 7.9 | · | 8.5 | 9.2 |
Valoración (TTM) 4
| Métrica | Tendencia | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $280M | · | $264M | $261M | $257M | · | $252M | $245M | $238M | · | $232M | $225M | $217M | · | $209M | $199M | |
| Net Income TTM | $5M | · | $143.0K | $-3M | $-7M | · | $-4M | $-2M | $91.0K | · | $-580.0K | $-3M | $-4M | · | $-4M | $-1M | |
| P/E | 96.0 | · | -1123.0 | -81.3 | -47.0 | · | -74.8 | -173.3 | 706.0 | · | -545.5 | -150.0 | -87.9 | · | -115.9 | -238.6 | |
| Earnings Yield | 1.0% | · | -0.09% | -1.2% | -2.1% | · | -1.3% | -0.58% | 0.14% | · | -0.18% | -0.67% | -1.1% | · | -0.86% | -0.42% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| Ingresos | $274M | $257M | $237M | $216M | $192M |
| Margen Bruto % | 61.1% | 60.7% | 62.2% | 63.7% | 61.6% |
| Margen Operativo % | 1.6% | -2.7% | -1.7% | -2.7% | -1.0% |
| Beneficio neto | $6M | $-7M | $-835.0K | $-4M | $-2M |
| EPS Diluido | $0.23 | $-0.26 | $-0.03 | $-0.15 | $-0.07 |
Balance general
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.1 | — | — | — | — |
| Ratio corriente | 0.9 | 1.1 | 1.2 | 1.3 | 1.4 |
| Ratio Rápido | 0.4 | 0.5 | 0.5 | 0.6 | 0.8 |
Flujo de Efectivo
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $22M | $20M | $6M | $4M | $2M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 181 declarantes · $238.5M 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 |
|---|---|---|---|---|
| 37 (+3 vs trimestre anterior) | 17 (-1 vs trimestre anterior) | 63 (+12 vs trimestre anterior) | 36 (-9 vs trimestre anterior) | +1.8M |
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 CAPITAL MANAGEMENT LLC | $20 525 442 | 1 067 921 | 8,60% | Acciones |
| VANGUARD GROUP INC | $15 447 976 | 1 316 963 | 6,48% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $14 914 778 | 776 003 | 6,25% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $12 326 747 | 641 350 | 5,17% | Acciones |
| STATE STREET CORP | $10 763 104 | 559 995 | 4,51% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $10 479 304 | 545 038 | 4,39% | Acciones |
| Hillsdale Investment Management Inc. | $10 192 366 | 530 300 | 4,27% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $7 519 248 | 391 220 | 3,15% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7 257 280 | 377 590 | 3,04% | Acciones |
| BlackRock, Inc. | $6 954 257 | 361 824 | 2,92% | Acciones |
| MACKENZIE FINANCIAL CORP | $6 688 752 | 348 010 | 2,80% | Acciones |
| Swedbank AB | $5 052 938 | 262 900 | 2,12% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $4 461 000 | 232 102 | 1,87% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $4 456 119 | 231 848 | 1,87% | Acciones |
| GLOBEFLEX CAPITAL L P | $4 235 377 | 220 363 | 1,78% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4 076 139 | 212 078 | 1,71% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $3 746 382 | 194 921 | 1,57% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $3 553 451 | 184 883 | 1,49% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $3 513 262 | 182 792 | 1,47% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $3 402 690 | 177 039 | 1,43% | Acciones |
| PERKINS CAPITAL MANAGEMENT INC | $3 401 363 | 176 970 | 1,43% | Acciones |
| NORGES BANK | $3 392 330 | 176 500 | 1,42% | Acciones |
| AWM Investment Company, Inc. | $3 340 820 | 173 820 | 1,40% | Acciones |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | $2 979 100 | 155 000 | 1,25% | Acciones |
| Assenagon Asset Management S.A. | $2 912 829 | 151 552 | 1,22% | Acciones |
| HERALD INVESTMENT MANAGEMENT Ltd | $2 881 500 | 150 000 | 1,21% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2 701 852 | 140 575 | 1,13% | Acciones |
| Quantinno Capital Management LP | $2 299 750 | 119 654 | 0,96% | Acciones |
| PEAK6 LLC | $2 158 406 | 112 300 | 0,90% | Opción de compra |
| BARCLAYS PLC | $1 957 922 | 101 869 | 0,82% | Acciones |
| GOLDMAN SACHS GROUP INC | $1 924 921 | 100 152 | 0,81% | Acciones |
| Walleye Capital LLC | $1 577 962 | 82 100 | 0,66% | Opción de compra |
| Campbell & CO Investment Adviser LLC | $1 537 619 | 80 001 | 0,64% | Acciones |
| D. E. Shaw & Co., Inc. | $1 515 459 | 78 848 | 0,64% | Acciones |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1 514 267 | 78 786 | 0,63% | Acciones |
| Cornerstone Capital, Inc. | $1 441 500 | 75 000 | 0,60% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 436 465 | 74 738 | 0,60% | Acciones |
| HSBC HOLDINGS PLC | $1 395 271 | 72 557 | 0,58% | Acciones |
| AMERIPRISE FINANCIAL INC | $1 341 173 | 69 780 | 0,56% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 258 629 | 107 300 | 0,53% | Acciones |
| Point72 Asset Management, L.P. | $1 244 226 | 64 736 | 0,52% | Acciones |
| Informed Momentum Co LLC | $1 221 662 | 63 562 | 0,51% | Acciones |
| Cubist Systematic Strategies, LLC | $1 206 422 | 100 619 | 0,51% | Acciones |
| North Star Investment Management Corp. | $1 153 200 | 60 000 | 0,48% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1 097 462 | 57 100 | 0,46% | Acciones |
| Walleye Capital LLC | $1 052 199 | 54 745 | 0,44% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $1 011 952 | 52 651 | 0,42% | Acciones |
| VOYA INVESTMENT MANAGEMENT LLC | $962 672 | 50 087 | 0,40% | Acciones |
| Man Group plc | $878 392 | 45 702 | 0,37% | Acciones |
| Numerai GP LLC | $819 637 | 42 645 | 0,34% | Acciones |
| STRS OHIO | $745 736 | 38 800 | 0,31% | Acciones |
| FMR LLC | $733 512 | 38 164 | 0,31% | Acciones |
| Russell Investments Group, Ltd. | $711 251 | 36 587 | 0,30% | Acciones |
| Aquatic Capital Management LLC | $681 887 | 35 478 | 0,29% | Acciones |
| PERRITT CAPITAL MANAGEMENT INC | $680 340 | 58 000 | 0,29% | Acciones |
| MARSHALL WACE, LLP | $654 921 | 34 075 | 0,27% | Acciones |
| MARTINGALE ASSET MANAGEMENT L P | $648 041 | 33 717 | 0,27% | Acciones |
| Verdad Advisers, LP | $630 608 | 32 810 | 0,26% | Acciones |
| CITADEL ADVISORS LLC | $618 365 | 32 173 | 0,26% | Acciones |
| RHUMBLINE ADVISERS | $599 040 | 31 168 | 0,25% | Acciones |
| Amundi | $594 340 | 30 923 | 0,25% | Acciones |
| BARD ASSOCIATES INC | $557 784 | 29 021 | 0,23% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $549 404 | 28 585 | 0,23% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $536 449 | 27 911 | 0,22% | Acciones |
| State of Wyoming | $517 864 | 26 944 | 0,22% | Acciones |
| AlphaCore Capital LLC | $510 944 | 26 584 | 0,21% | Acciones |
| SIMPLEX TRADING, LLC | $504 659 | 26 257 | 0,21% | Acciones |
| Bank of New York Mellon Corp | $503 968 | 26 221 | 0,21% | Acciones |
| Integrated Quantitative Investments LLC | $501 334 | 26 084 | 0,21% | Acciones |
| Engineers Gate Manager LP | $494 146 | 25 710 | 0,21% | Acciones |
| Schonfeld Strategic Advisors LLC | $493 087 | 25 655 | 0,21% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $492 820 | 25 641 | 0,21% | Acciones |
| Horizon Investment Services, LLC | $449 075 | 23 365 | 0,19% | Acciones |
| Boston Partners | $430 720 | 22 410 | 0,18% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $425 166 | 22 121 | 0,18% | Acciones |
| Magnetar Financial LLC | $414 018 | 21 541 | 0,17% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $411 620 | 28 290 | 0,17% | Acciones |
| Quantbot Technologies LP | $410 616 | 21 364 | 0,17% | Acciones |
| POLEN CAPITAL MANAGEMENT LLC | $404 370 | 21 039 | 0,17% | Acciones |
| CITADEL ADVISORS LLC | $395 932 | 20 600 | 0,17% | Opción de compra |
| JANE STREET GROUP, LLC | $387 110 | 20 141 | 0,16% | Acciones |
| Teton Advisors, Inc. | $387 000 | 30 000 | 0,16% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $386 476 | 20 108 | 0,16% | Acciones |
| Quadrature Capital Ltd | $369 524 | 19 226 | 0,15% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $360 452 | 18 754 | 0,15% | Acciones |
| BAILARD, INC. | $340 194 | 17 700 | 0,14% | Acciones |
| MetLife Investment Management, LLC | $290 856 | 15 133 | 0,12% | Acciones |
| Cornerstone Investment Partners, LLC | $275 307 | 14 324 | 0,12% | Acciones |
| AlphaQuest LLC | $268 195 | 22 864 | 0,11% | Acciones |
| MANGROVE PARTNERS IM, LLC | $267 639 | 13 925 | 0,11% | Acciones |
| Rothschild Wealth LLC | $266 255 | 13 853 | 0,11% | Acciones |
| UBS Group AG | $262 007 | 13 632 | 0,11% | Acciones |
| Vanguard Global Advisers, LLC | $258 567 | 13 453 | 0,11% | Acciones |
| CITIGROUP INC | $257 317 | 13 388 | 0,11% | Acciones |
| Semanteon Capital Management, LP | $250 533 | 13 035 | 0,11% | Acciones |
| Squarepoint Ops LLC | $243 690 | 12 679 | 0,10% | Acciones |
| Graham Capital Management, L.P. | $241 768 | 12 579 | 0,10% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $227 584 | 11 841 | 0,10% | Acciones |
| nVerses Capital, LLC | $223 740 | 11 641 | 0,09% | Acciones |
| PDT Partners, LLC | $223 298 | 11 618 | 0,09% | Acciones |
Informantes de la empresa 16 insiders · 6 directivos · 11 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Eric B Stang | CEO and Pres. | 10 de julio de 2026 S | 795 506 | 0 | 5 | $-1 696 617 |
| Shigeyuki Hamamatsu | Chief Financial Officer | 15 de junio de 2026 F | 184 227 | 0 | 3 | $-736 539 |
| Jenny C Yeh | SVP & Chief Legal Officer | 28 de julio de 2026 S | 258 615 | 0 | 4 | $-376 629 |
| Namrata Sabharwal | Chief Accounting Officer | 15 de junio de 2026 F | 87 967 | 0 | 0 | $0 |
| James A. Gustke | SVP of Marketing | 8 de diciembre de 2024 F | 26 916 | 0 | 0 | $0 |
| Spencer D. Jackson | VP, General Counsel & Sec. | 15 de septiembre de 2018 A | 99 962 | 0 | 0 | $0 |
| Russell Mann | Consejero | 24 de junio de 2026 S | 116 115 | 0 | 2 | $-367 000 |
| William D Pearce | Consejero | 10 de junio de 2026 S | 181 652 | 0 | 1 | $-53 940 |
| Susan Butenhoff | Consejero | 4 de junio de 2026 A | 118 483 | 0 | 0 | $0 |
| Judi Hand | Consejero | 4 de junio de 2026 A | 82 071 | 0 | 0 | $0 |
| Andrew H Galligan | Consejero | 4 de junio de 2026 A | 250 824 | 0 | 0 | $0 |
| Peter J Goettner | Consejero | 4 de junio de 2026 A | 174 010 | 0 | 0 | $0 |
| Alison Davis | Consejero | 3 de junio de 2020 A | 37 390 | 0 | 0 | $0 |
| James Wei | Consejero | 24 de marzo de 2017 S | 0 | 0 | 0 | $0 |
| Sean N. Parker | Consejero | 22 de julio de 2015 C | 51 280 | 0 | 0 | $0 |
| Ravi Narula | — | 10 de junio de 2021 S | 207 634 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 28 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 |
|---|---|---|---|---|
| VFMF · VANGUARD WELLINGTON FUND | 0,16% | 57 895 SH | 8 de agosto de 2026 | Diario |
| IWC · iShares Trust | 0,12% | 86 993 SH | 8 de agosto de 2026 | Diario |
| VFMV · VANGUARD WELLINGTON FUND | 0,10% | 20 848 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,07% | 36 934 NS | 31 de mayo de 2026 | N-PORT |
| IWO · iShares Trust | 0,03% | 235 640 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,03% | 51 665 NS | 31 de mayo de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,03% | 27 560 SH | 8 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 24 336 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,02% | 626 012 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,01% | 11 036 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 1 194 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 90 306 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 290 557 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 147 946 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 932 NS | 31 de mayo de 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 943 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 856 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 24 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 56 549 SH | 8 de agosto de 2026 | Diario |
| EBI · RBB Fund Trust | 0,00% | 378 NS | 31 de mayo de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 7 227 SH | 8 de agosto de 2026 | Diario |
| DCOR · Dimensional ETF Trust | 0,00% | 1 500 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 865 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 9 643 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 2 197 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 4 229 NS | 30 de abril de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 753 971 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1 790 SH | 8 de agosto de 2026 | Diario |