PATH UiPath, Inc. Class A Common Stock
$16,54
Precio · Ago 24, 2026
Fundamentales a fecha de Jun 4, 2026
Rango 52S
$9–$20
69% of range
Calificación del Analista
HOLD
28 analysts
Precio Objetivo
$13
P/E (TTM)
24.2
ROE
15.1%
Margen de Beneficio Neto
17.5%
Acerca de UiPath, Inc. Class A Common Stock Descripción general de la empresa de Wikipedia
UiPath es una empresa de software que desarrolla una plataforma para automatización robótica de procesos.
Leer más
UiPath es una empresa de software que desarrolla una plataforma para automatización robótica de procesos (RPA or RPAAI).
Historia
UiPath fue fundada en 2005 por emprendedores rumanos, Daniel Dines y Marius Tirca. La compañía empezó en Bucarest, Rumania, y luego abrió oficinas en Londres, Nueva York, Bengaluru, París, Singapur, Tokio y Washington DC. En 2017, la empresa reportó 590 empleados y trasladó su centro de operaciones a Nueva York para estar más cerca a la base de sus clientes internacionales. En 2016, tuvo 100 clientes y ascendió a 700 en 2017.
En septiembre de 2019, UiPath fue posicionada como #3 en la Forbes Cloud 100. La compañía fue la portada de septiembre de 2019 de la edición impresa de Forbes, con la foto de su CEO, Daniel Dines, llamado el "Jefe de los robots."
Financiación
En agosto de 2015, la empresa cerró una ronda de capital semilla por US$1.6 millones liderados por el capital de riesgo Earlybird, con Credo Ventures y Seedcamp como patrocinadoras.
En abril de 2017, UiPath recibió US$30 millones de inversión en una de las mayores rondas de financiamiento de Serie en Europa, inversión encabezada por Accel.
En marzo 6 de 2018, UiPath recibió $153 millones de inversión por Accel, CapitalG, y Kleiner Perkins Caufield & Byers, dando a la compañía un valor de US$1100 millones.
En septiembre 18 de 2019, UiPath consiguió US$225 millones de financiamiento con CapitalG y Sequoia Capital en una valoración de US$3000 millones.
En abril 30 de 2019, logró US$568 millones en una ronda de serie D, otorgado por el fondo de cobertura Coatue Management, con participación de Alphabet’s CapitalG, Sequoia, Accel, Madrona Venture Group, IVP, Dragoneer, Wellington, Sands Capital, y fondos asesorados por T. Rowe Price & Associates. La compañía también dice tener una valoración de US$7000 millones.
Principales Partners
Los principales implementadores de UiPath, denominados como socios nivel Diamante con la certificación de "Professional Services Certified" son:
Accelirate, Estados Unidos
AKOA, Suecia
BeeckerCo, México
Digital Workforce, Finlandia
SISUA, Finlandia, Chile, Vietnam
VR4, Argentina
EDSA, Argentina
Neostella, Estados Unidos
Novatio, Estados Unidos
Novigo, India
SimplifyNext, Singapur
Smarthis, Brasil
Visagio, Brasil
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
PATH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$16.54
Capitalización Bursátil
—
P/E (TTM)
24.2
BPA (TTM)
$0.52
Ingresos (TTM)
$1.61B
Rendimiento div.
—
ROE
15.1%
Deuda/Capital
—
Rango 52S
$9 – $20
PATH 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
$1.61B
2020-01-31
→
2026-01-31
BPA
$0.52
2020-01-31
→
2026-01-31
Flujo de caja libre
$352M
2022-01-31
→
2026-01-31
Márgenes
17.5%
2022-01-31
→
2026-01-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
PATH
Mediana de Pares
P/E (TTM)
24.2
30.1
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
PATH
Mediana de Pares
Gross Margin (Margen Bruto)
83.2%
79.3%
Operating Margin (Margen Operativo)
3.5%
—
Net Profit Margin (Margen de Beneficio Neto)
17.5%
12.7%
ROA
9.3%
4.9%
ROE
15.1%
15.3%
ROIC
7.6%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
PATH
Mediana de Pares
Current Ratio (Ratio corriente)
2.5
1.9
Quick Ratio (Ratio Rápido)
2.2
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
PATH
Mediana de Pares
Revenue YoY (Ingresos interanuales)
12.7%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
15.0%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
21.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
PATH
Mediana de Pares
PATH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
MANTENER
28 analistas
- Compra fuerte 2 7,1%
- Compra 7 25,0%
- Mantener 18 64,3%
- Venta 1 3,6%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
16 analistas · 2026-08-23
Mediana
$13.00
Ahora
$16.54
Mín
$10.98
Máx
$17.00
Objetivo mediano
$13.00
-21,4%
Objetivo medio
$13.44
-18,8%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.02%
Próximo informe
Sep 03, 2026
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 31 de marzo de 2027 | $0.15 | $0.16 | — |
| 30 de junio de 2026 | $0.15 | $0.16 | -0.01% |
| 31 de marzo de 2026 | $0.30 | $0.26 | 0.04% |
| 31 de diciembre de 2025 | $0.16 | $0.15 | 0.01% |
| 30 de septiembre de 2025 | $0.15 | $0.08 | 0.07% |
| 30 de junio de 2025 | $0.11 | $0.10 | 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 |
|---|---|---|---|---|---|---|
| PATH | — | 24.2 | 12.7% | 17.5% | 15.1% | 83.2% |
| FTNT | $59.00B | 32.8 | 14.2% | 27.3% | 135.7% | 80.5% |
| ZS | $45.20B | -1057.6 | 23.3% | -1.6% | -2.4% | 76.9% |
| RBRK | $11.32B | -31.4 | 48.5% | -26.5% | 64.4% | 80.1% |
| GEN | $11.30B | 12.0 | 27.1% | 19.5% | 38.4% | 78.5% |
| FROG | $7.47B | -100.7 | 24.1% | -13.5% | -8.4% | 76.8% |
| S | — | -10.2 | 21.9% | -45.0% | -30.6% | 74.1% |
| GTLB | — | -103.1 | 25.8% | -5.9% | -6.3% | 87.4% |
| QLYS | $4.75B | 24.4 | 10.1% | 29.6% | 37.1% | 82.8% |
| DLB | — | 27.6 | 5.9% | 18.9% | 10.0% | 88.1% |
| NTSK | $0 | -4.7 | 31.7% | -95.8% | 325.4% | 68.1% |
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 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.61B | $1.43B | $1.31B | $1.06B | $892M | $608M | $336M | |
| Cost of Revenue | $271M | $247M | $196M | $180M | $169M | $66M | $59M | |
| Gross Profit | $1.34B | $1.18B | $1.11B | $879M | $723M | $542M | $277M | |
| R&D Expense | $385M | $381M | $332M | $286M | $277M | $110M | $131M | |
| SG&A Expense | $214M | $226M | $232M | $240M | $250M | $162M | $180M | |
| Operating Expenses | $1.28B | $1.35B | $1.28B | $1.23B | $1.22B | $652M | $794M | |
| Operating Income | $57M | $-163M | $-165M | $-348M | $-501M | $-110M | $-517M | |
| Interest Income | $48M | $49M | $57M | $28M | $4M | $1M | $7M | |
| Other Non-op | $-4M | $35M | $32M | $3M | $-13M | $15M | $-7M | |
| Pretax Income | $101M | $-78M | $-76M | $-318M | $-511M | $-95M | $-517M | |
| Income Tax | $-182M | $-4M | $14M | $11M | $15M | $-2M | $3M | |
| Net Income | $282M | $-74M | $-90M | $-328M | $-526M | $-92M | $-520M | |
| EPS (Basic) | $0.52 | $-0.13 | $-0.16 | $-0.60 | $-1.16 | $-0.55 | $-3.41 | |
| EPS (Diluted) | $0.52 | $-0.13 | $-0.16 | $-0.60 | $-1.16 | $-0.55 | $-3.41 | |
| Shares (Basic) | 538,125,000 | 559,933,000 | 563,855,000 | 548,022,000 | 454,625,000 | 168,255,000 | 152,382,000 | |
| Shares (Diluted) | 544,860,000 | 559,933,000 | 563,855,000 | 548,022,000 | 454,625,000 | 168,255,000 | 152,382,000 | |
| EBITDA | $57M | $-163M | $-165M | $-348M | $-501M | · | · |
Balance general 25
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $871M | $879M | $1.06B | $1.40B | $1.77B | $358M | · | |
| Short-term Investments | $601M | $750M | $818M | $355M | $96M | $103M | · | |
| Receivables | $488M | $451M | $436M | $374M | $252M | $172M | · | |
| Prepaid Expense | $106M | $86M | $105M | $94M | $55M | $50M | · | |
| Other Current Assets | $50M | $21M | $17M | $26M | $10M | $0 | · | |
| Current Assets | $2.24B | $2.34B | $2.58B | $2.34B | $2.28B | $734M | · | |
| PP&E (Net) | $46M | $33M | $24M | $29M | $17M | $15M | · | |
| PP&E (Gross) | $92M | $72M | $57M | $57M | $39M | $33M | · | |
| Accum. Depreciation | $46M | $40M | $33M | $28M | $22M | $18M | · | |
| Goodwill | $125M | $87M | $89M | $88M | $54M | $28M | $25M | |
| Intangibles | $20M | $8M | $15M | $23M | $17M | $10M | · | |
| Other Non-current Assets | $73M | $67M | $25M | $46M | $26M | $12M | · | |
| Total Assets | $3.18B | $2.87B | $2.95B | $2.74B | $2.57B | $866M | · | |
| Accounts Payable | $10M | $33M | $3M | $9M | $12M | $7M | · | |
| Accrued Liabilities | · | · | $84M | $77M | $88M | $37M | · | |
| Current Liabilities | $905M | $799M | $712M | $626M | $528M | $365M | · | |
| Capital Leases | $71M | $74M | $59M | $56M | $50M | $14M | · | |
| Deferred Tax | $10M | $4M | $133.0K | $338.0K | $34.0K | $3M | · | |
| Other Non-current Liabilities | $17M | $11M | $7M | $10M | $5M | $8M | · | |
| Total Liabilities | $1.10B | $1.02B | $939M | $815M | $651M | $448M | · | |
| Retained Earnings | $-1.71B | $-1.99B | $-1.91B | $-1.82B | $-1.50B | $-970M | · | |
| Treasury Stock | $834M | $495M | $103M | $0 | · | · | · | |
| AOCI | $37M | $-5M | $9M | $8M | $11M | $-13M | · | |
| Stockholders' Equity | $2.08B | $1.85B | $2.02B | $1.92B | $1.92B | $-804M | $-800M | |
| Liabilities + Equity | $3.18B | $2.87B | $2.95B | $2.74B | $2.57B | $866M | · |
Flujo de Efectivo 14
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| D&A | $17M | $17M | $23M | $19M | $15M | $12M | $9M | |
| Stock-based Comp | $291M | $358M | $372M | $370M | $516M | $86M | $138M | |
| Deferred Tax | $-203M | $-20M | $554.0K | $861.0K | $-6M | $-8M | $-1M | |
| Amort. of Intangibles | $8M | $7M | $9M | $7M | $5M | $3M | $700.0K | |
| Restructuring | $4M | $25M | $3M | $23M | · | · | · | |
| Operating Cash Flow | $371M | $321M | $299M | $-10M | $-55M | $29M | $-359M | |
| CapEx | $19M | $15M | $7M | $24M | $9M | $2M | $16M | |
| Investing Cash Flow | $-22M | $-46M | $-440M | $-289M | $-35M | $-126M | $-40M | |
| Stock Repurchased | $329M | $391M | $103M | $0 | $0 | $0 | $129M | |
| Net Stock Activity | $-329M | $-391M | $-103M | · | $0 | · | · | |
| Financing Cash Flow | $-372M | $-451M | $-197M | $-61M | $1.47B | $250M | $458M | |
| Net Change in Cash | $-8M | $-182M | $-340M | $-367M | $1.40B | $137M | $62M | |
| Taxes Paid | $10M | $17M | $11M | $21M | $8M | $5M | $4M | |
| Free Cash Flow | $352M | $306M | $292M | $-34M | $-64M | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 83.2% | 82.7% | 85.0% | 83.0% | 81.1% | · | · | |
| Operating Margin | 3.5% | -11.4% | -12.6% | -32.9% | -56.1% | · | · | |
| Net Margin | 17.5% | -5.1% | -6.9% | -31.0% | -58.9% | · | · | |
| Pretax Margin | 6.2% | -5.5% | -5.8% | -30.0% | -57.3% | · | · | |
| EBITDA Margin | 3.5% | -11.4% | -12.6% | -32.9% | -56.1% | · | · | |
| ROA | 9.3% | -2.5% | -3.2% | -12.4% | -30.6% | · | · | |
| ROE | 15.1% | -4.1% | -4.5% | -17.4% | -27.6% | · | · | |
| ROIC | 7.6% | -8.3% | -9.7% | -18.8% | -26.8% | · | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.5 | 2.9 | 3.6 | 3.7 | 4.3 | · | · | |
| Quick Ratio | 2.2 | 2.6 | 3.3 | 3.4 | 4.0 | · | · |
Eficiencia 2
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | 0.5 | 0.4 | 0.5 | · | · | |
| Receivables Turnover | 3.4 | 3.2 | 3.2 | 3.4 | 4.2 | · | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 12.7% | 9.3% | 23.6% | 18.6% | 46.8% | · | · | |
| Revenue CAGR 3Y | 15.0% | 17.0% | 29.1% | · | · | · | · | |
| Revenue CAGR 5Y | 21.5% | · | · | · | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.61B | $1.43B | $1.31B | $1.06B | $892M | · | · | |
| Net Income TTM | $282M | $-74M | $-90M | $-328M | $-526M | · | · | |
| P/E | 24.2 | -109.4 | -143.6 | -25.6 | -31.5 | · | · | |
| Earnings Yield | 4.1% | -0.91% | -0.70% | -3.9% | -3.2% | · | · |
Estado de resultados 17
| 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 | $418M | $481M | $411M | $362M | $357M | $424M | $355M | $316M | $335M | $405M | $326M | $287M | $290M | $309M | $263M | $242M | |
| Cost of Revenue | $77M | $74M | $69M | $64M | $64M | $65M | $64M | $63M | $55M | $53M | $50M | $49M | $44M | $48M | $43M | $45M | |
| Gross Profit | $341M | $407M | $342M | $297M | $293M | $359M | $291M | $253M | $280M | $352M | $276M | $238M | $246M | $261M | $220M | $198M | |
| R&D Expense | $93M | $95M | $97M | $98M | $95M | $100M | $97M | $98M | $86M | $86M | $85M | $87M | $75M | $82M | $67M | $68M | |
| SG&A Expense | $53M | $54M | $53M | $53M | $55M | $49M | $50M | $64M | $64M | $59M | $56M | $60M | $57M | $50M | $63M | $68M | |
| Operating Expenses | $313M | $327M | $329M | $318M | $309M | $326M | $334M | $356M | $329M | $337M | $332M | $316M | $292M | $306M | $287M | $318M | |
| Operating Income | $28M | $80M | $13M | $-20M | $-16M | $34M | $-43M | $-103M | $-49M | $15M | $-56M | $-78M | $-46M | $-45M | $-67M | $-120M | |
| Interest Income | $10M | $12M | $12M | $12M | $13M | $12M | $10M | $13M | $14M | $15M | $14M | $14M | $14M | $13M | $10M | $5M | |
| Other Non-op | $3M | $481.0K | $-180.0K | $12M | $-16M | $9M | $8M | $8M | $11M | $6M | $14M | $7M | $4M | $5M | $888.0K | $-600.0K | |
| Pretax Income | $41M | $92M | $25M | $3M | $-20M | $55M | $-25M | $-82M | $-25M | $37M | $-28M | $-57M | $-28M | $-27M | $-57M | $-116M | |
| Income Tax | $18M | $-12M | $-174M | $2M | $3M | $3M | $-15M | $4M | $4M | $3M | $4M | $4M | $4M | $730.0K | $1M | $4M | |
| Net Income | $23M | $104M | $199M | $2M | $-23M | $52M | $-11M | $-86M | $-29M | $34M | $-32M | $-60M | $-32M | $-28M | $-58M | $-120M | |
| EPS (Basic) | $0.04 | $0.19 | $0.37 | $0.00 | $-0.04 | $0.09 | $-0.02 | $-0.15 | $-0.05 | $0.07 | $-0.06 | $-0.11 | $-0.06 | $-0.05 | $-0.10 | $-0.22 | |
| EPS (Diluted) | $0.04 | $0.19 | $0.37 | $0.00 | $-0.04 | $0.09 | $-0.02 | $-0.15 | $-0.05 | $0.07 | $-0.06 | $-0.11 | $-0.06 | $-0.05 | $-0.10 | $-0.22 | |
| Shares (Basic) | 523,584,000 | -1,078,750,000 | 532,255,000 | 536,169,000 | 548,451,000 | -1,129,070,000 | 551,036,000 | 568,042,000 | 569,925,000 | -1,123,942,000 | 567,036,000 | 562,883,000 | 557,878,000 | -1,090,102,000 | 550,164,000 | 546,058,000 | |
| Shares (Diluted) | 527,818,000 | -1,085,474,000 | 539,018,000 | 542,865,000 | 548,451,000 | -1,129,070,000 | 551,036,000 | 568,042,000 | 569,925,000 | -1,123,942,000 | 567,036,000 | 562,883,000 | 557,878,000 | -1,090,102,000 | 550,164,000 | 546,058,000 | |
| EBITDA | $28M | · | $13M | $-20M | $-16M | · | $-43M | $-103M | $-49M | · | $-56M | $-78M | $-46M | · | $-67M | $-120M |
Balance general 25
| 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 | $632M | $871M | $744M | $629M | $701M | $879M | $774M | $939M | $1.15B | · | $1.00B | $1.09B | $1.31B | · | $1.45B | $1.61B | |
| Short-term Investments | $675M | $601M | $655M | $819M | $854M | $750M | $795M | $804M | $789M | · | $814M | $736M | $469M | · | $226M | $114M | |
| Receivables | $300M | $488M | $367M | $270M | $267M | $451M | $336M | $268M | $271M | · | $373M | $226M | $233M | · | $276M | $193M | |
| Prepaid Expense | $113M | $106M | $112M | $110M | $99M | $86M | $81M | $85M | $98M | · | $91M | $107M | $121M | · | $75M | $63M | |
| Other Current Assets | $48M | $50M | $57M | $53M | $33M | $21M | $22M | $26M | $21M | · | $25M | $25M | $44M | · | · | · | |
| Current Assets | $1.92B | $2.24B | $2.09B | $2.03B | $2.11B | $2.34B | $2.18B | $2.27B | $2.47B | · | $2.43B | $2.30B | $2.26B | · | $2.16B | $2.11B | |
| PP&E (Net) | $46M | $46M | $45M | $42M | $42M | $33M | $25M | $22M | $23M | · | $23M | $25M | $27M | · | $28M | $26M | |
| PP&E (Gross) | $94M | $92M | $89M | $84M | $85M | $72M | $64M | $60M | $58M | · | $57M | $58M | $57M | · | $53M | $49M | |
| Accum. Depreciation | $49M | $46M | $44M | $43M | $43M | $40M | $39M | $38M | $35M | · | $35M | $33M | $31M | · | $25M | $24M | |
| Goodwill | $186M | $125M | $121M | $121M | $121M | $87M | $90M | $90M | $88M | $89M | $87M | $90M | $89M | $88M | $84M | $86M | |
| Intangibles | $100M | $20M | $22M | $22M | $24M | $8M | $9M | $11M | $13M | · | $16M | $19M | $21M | · | $24M | $27M | |
| Other Non-current Assets | $72M | $73M | $74M | $72M | $74M | $67M | $72M | $74M | $32M | · | $26M | $35M | $41M | · | $32M | $21M | |
| Total Assets | $2.90B | $3.18B | $2.90B | $2.59B | $2.64B | $2.87B | $2.66B | $2.70B | $2.84B | · | $2.79B | $2.67B | $2.64B | · | $2.51B | $2.43B | |
| Accounts Payable | $20M | $10M | $14M | $20M | $17M | $33M | $18M | $10M | $7M | · | $14M | $2M | $6M | · | $11M | $12M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | $108M | $64M | $63M | · | $79M | $75M | |
| Current Liabilities | $832M | $905M | $789M | $738M | $716M | $799M | $695M | $633M | $598M | · | $628M | $518M | $503M | · | $477M | $460M | |
| Capital Leases | $72M | $71M | $72M | $73M | $73M | $74M | $77M | $78M | $63M | · | $58M | $57M | $57M | · | $55M | $47M | |
| Deferred Tax | · | $10M | · | · | · | $4M | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $12M | $17M | $11M | $11M | $16M | $11M | $10M | $7M | $7M | · | $8M | $8M | $14M | · | $12M | $12M | |
| Total Liabilities | $1.00B | $1.10B | $971M | $927M | $946M | $1.02B | $931M | $868M | $818M | · | $826M | $687M | $687M | · | $652M | $585M | |
| Retained Earnings | $-1.68B | $-1.71B | $-1.81B | $-2.01B | $-2.01B | $-1.99B | $-2.04B | $-2.03B | $-1.94B | · | $-1.95B | $-1.92B | $-1.86B | · | $-1.80B | $-1.74B | |
| Treasury Stock | $1.07B | $834M | $824M | $825M | $724M | $495M | $487M | $322M | $125M | · | $53M | · | · | · | · | · | |
| AOCI | $27M | $37M | $28M | $25M | $30M | $-5M | $9M | $8M | $5M | · | $3M | $12M | $10M | · | $7M | $11M | |
| Stockholders' Equity | $1.90B | $2.08B | $1.92B | $1.67B | $1.70B | $1.85B | $1.73B | $1.83B | $2.03B | $2.02B | $1.96B | $1.98B | $1.96B | $1.92B | $1.86B | $1.85B | |
| Liabilities + Equity | $2.90B | $3.18B | $2.90B | $2.59B | $2.64B | $2.87B | $2.66B | $2.70B | $2.84B | · | $2.79B | $2.67B | $2.64B | · | $2.51B | $2.43B |
Flujo de Efectivo 14
| 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 | $8M | $5M | $5M | $4M | $3M | $3M | $5M | $5M | $5M | $6M | $5M | $6M | $6M | $6M | $5M | $4M | |
| Stock-based Comp | $53M | $65M | $71M | $78M | $76M | $88M | $87M | $94M | $89M | $89M | $96M | $102M | $85M | $99M | $81M | $88M | |
| Deferred Tax | $11M | $-15M | $-187M | $-1M | $640.0K | $979.0K | $-22M | $183.0K | $569.0K | $2M | $-983.0K | $210.0K | $-267.0K | $-310.0K | $-334.0K | $-89.0K | |
| Amort. of Intangibles | $5M | $2M | $2M | $2M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | |
| Restructuring | · | $0 | $0 | $1M | $3M | $9M | $3M | · | · | · | · | · | · | $10M | $1M | $12M | |
| Operating Cash Flow | $132M | $182M | $28M | $42M | $119M | $146M | $28M | $46M | $100M | $146M | $42M | $44M | $67M | $94M | $-27M | $-24M | |
| CapEx | $3M | $3M | $3M | $0 | $13M | $7M | $5M | $1M | $1M | $4M | $682.0K | $1M | $2M | $2M | $5M | $7M | |
| Investing Cash Flow | $-113M | $-43M | $101M | $-655.0K | $-80M | $-17M | $-23M | $-42M | $36M | $-9M | $-60M | $-235M | $-136M | $-126M | $-118M | $-29M | |
| Stock Repurchased | $244M | $0 | $0 | $102M | $228M | $9M | $163M | $197M | $22M | $50M | $53M | $0 | $0 | $0 | · | · | |
| Net Stock Activity | $-244M | · | · | · | $-228M | · | · | · | $-22M | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-252M | $-14M | $-11M | $-112M | $-235M | $-17M | $-173M | $-215M | $-46M | $-82M | $-69M | $-25M | $-21M | $-17M | $-7M | $-19M | |
| Net Change in Cash | $-238M | $127M | $115M | $-72M | $-179M | $106M | $-166M | $-207M | $85M | $59M | $-91M | $-217M | $-91M | $-49M | $-156M | $-72M | |
| Taxes Paid | $5M | $-3M | $1M | $5M | $6M | $1M | $4M | $5M | $7M | $2M | $2M | $1M | $6M | $2M | $1M | $15M | |
| Free Cash Flow | $129M | · | · | · | $106M | · | · | · | $99M | · | · | · | $65M | · | · | · |
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 | 81.6% | · | 83.3% | 82.2% | 82.1% | · | 82.0% | 80.0% | 83.5% | · | 84.7% | 83.0% | 84.9% | · | 83.7% | 81.6% | |
| Operating Margin | 6.7% | · | 3.2% | -5.6% | -4.6% | · | -12.2% | -32.7% | -14.8% | · | -17.1% | -27.0% | -16.0% | · | -25.5% | -49.6% | |
| Net Margin | 5.4% | · | 48.4% | 0.44% | -6.3% | · | -3.0% | -27.2% | -8.6% | · | -9.7% | -21.0% | -11.0% | · | -22.0% | -49.7% | |
| Pretax Margin | 9.8% | · | 6.0% | 0.92% | -5.5% | · | -7.2% | -26.0% | -7.4% | · | -8.5% | -19.7% | -9.8% | · | -21.5% | -48.0% | |
| EBITDA Margin | 6.7% | · | 3.2% | -5.6% | -4.6% | · | -12.2% | -32.7% | -14.8% | · | -17.1% | -27.0% | -16.0% | · | -25.5% | -49.6% | |
| ROA | 0.81% | · | 7.1% | 0.06% | -0.82% | · | -0.39% | -3.2% | -1.1% | · | -1.2% | -2.4% | -1.3% | · | -2.3% | -5.0% | |
| ROE | 1.2% | · | 10.9% | 0.09% | -1.2% | · | -0.58% | -4.5% | -1.4% | · | -1.7% | -3.1% | -1.7% | · | -3.1% | -6.4% | |
| ROIC | 0.81% | · | 5.5% | -0.58% | -1.1% | · | -1.1% | -5.9% | -2.8% | · | -3.2% | -4.2% | -2.7% | · | -3.7% | -6.7% |
Liquidez y Solvencia 2
| 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 | 2.3 | · | 2.7 | 2.8 | 2.9 | · | 3.1 | 3.6 | 4.1 | · | 3.9 | 4.4 | 4.5 | · | 4.5 | 4.6 | |
| Quick Ratio | 1.9 | · | 2.2 | 2.3 | 2.5 | · | 2.7 | 3.2 | 3.7 | · | 3.5 | 4.0 | 4.0 | · | 4.1 | 4.2 |
Eficiencia 2
| 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 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Receivables Turnover | 1.5 | · | 1.2 | 1.3 | 1.3 | · | 1.0 | 1.3 | 1.3 | · | 1.0 | 1.4 | 1.4 | · | 1.1 | 1.5 |
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 | $1.55B | · | $1.48B | $1.39B | $1.36B | · | $1.33B | $1.26B | $1.24B | · | $1.17B | $1.08B | $1.04B | · | $971M | $904M | |
| Net Income TTM | $200M | · | $167M | $-118M | $-148M | · | $-157M | $-207M | $-153M | · | $-182M | $-270M | $-333M | · | $-423M | $-466M | |
| P/E | 27.8 | · | 51.2 | -56.0 | -45.9 | · | -44.1 | -32.9 | -67.8 | · | -47.1 | -36.9 | -23.1 | · | -16.2 | -21.1 | |
| Earnings Yield | 3.6% | · | 1.9% | -1.8% | -2.2% | · | -2.3% | -3.0% | -1.5% | · | -2.1% | -2.7% | -4.3% | · | -6.2% | -4.8% |
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 | $1.61B | $1.43B | $1.31B | $1.06B | $892M |
| Margen Bruto % | 83.2% | 82.7% | 85.0% | 83.0% | 81.1% |
| Margen Operativo % | 3.5% | -11.4% | -12.6% | -32.9% | -56.1% |
| Beneficio neto | $282M | $-74M | $-90M | $-328M | $-526M |
| EPS Diluido | $0.52 | $-0.13 | $-0.16 | $-0.60 | $-1.16 |
Balance general
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 2.5 | 2.9 | 3.6 | 3.7 | 4.3 |
| Ratio Rápido | 2.2 | 2.6 | 3.3 | 3.4 | 4.0 |
Flujo de Efectivo
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $352M | $306M | $292M | $-34M | $-64M |
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Propietarios institucionales (13F) 623 declarantes · $3.6B 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 |
|---|---|---|---|---|
| 95 (-38 vs trimestre anterior) | 83 (-19 vs trimestre anterior) | 198 (-13 vs trimestre anterior) | 177 (+19 vs trimestre anterior) | +48.1M |
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 GROUP INC | $752 778 834 | 45 929 154 | 20,98% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $286 106 009 | 26 320 700 | 7,97% | Acciones |
| Tetragon Partners GP Ltd | $244 031 500 | 22 450 000 | 6,80% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $203 385 179 | 18 710 688 | 5,67% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $163 424 395 | 15 034 443 | 4,55% | Acciones |
| STATE STREET CORP | $150 355 884 | 13 832 188 | 4,19% | Acciones |
| Senvest Management, LLC | $131 366 363 | 12 085 222 | 3,66% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $80 194 088 | 7 377 561 | 2,23% | Acciones |
| Alphabet Inc. | $76 463 243 | 7 034 337 | 2,13% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $70 375 809 | 6 472 303 | 1,96% | Acciones |
| GOLDMAN SACHS GROUP INC | $68 539 850 | 6 305 414 | 1,91% | Acciones |
| GOLDMAN SACHS GROUP INC | $66 318 957 | 6 101 100 | 1,85% | Opción de venta |
| NORGES BANK | $52 014 341 | 4 785 128 | 1,45% | Acciones |
| D. E. Shaw & Co., Inc. | $44 541 673 | 4 097 670 | 1,24% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $38 630 893 | 3 553 900 | 1,08% | Acciones |
| JANE STREET GROUP, LLC | $38 495 018 | 3 541 400 | 1,07% | Opción de compra |
| NEUBERGER BERMAN GROUP LLC | $34 551 822 | 3 182 695 | 0,96% | Acciones |
| JANE STREET GROUP, LLC | $34 412 246 | 3 165 800 | 0,96% | Opción de venta |
| VANGUARD FIDUCIARY TRUST CO | $29 190 994 | 2 685 464 | 0,81% | Acciones |
| ALKEON CAPITAL MANAGEMENT LLC | $28 384 570 | 2 611 276 | 0,79% | Acciones |
| TWO SIGMA ADVISERS, LP | $27 466 378 | 1 675 801 | 0,77% | Acciones |
| Cubist Systematic Strategies, LLC | $25 447 542 | 1 901 909 | 0,71% | Acciones |
| FIRST TRUST ADVISORS LP | $24 618 644 | 2 264 835 | 0,69% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $22 277 489 | 2 049 447 | 0,62% | Acciones |
| ARMISTICE CAPITAL, LLC | $21 740 000 | 2 000 000 | 0,61% | Acciones |
| COATUE MANAGEMENT LLC | $21 320 038 | 1 961 365 | 0,59% | Acciones |
| CITADEL ADVISORS LLC | $20 482 406 | 1 884 306 | 0,57% | Acciones |
| Invenomic Capital Management LP | $19 431 103 | 1 787 590 | 0,54% | Acciones |
| Balyasny Asset Management L.P. | $17 791 320 | 1 636 736 | 0,50% | Acciones |
| D. E. Shaw & Co., Inc. | $17 384 391 | 1 599 300 | 0,48% | Opción de compra |
| BlackRock, Inc. | $17 311 540 | 1 592 598 | 0,48% | Acciones |
| Symmetry Investments LP | $16 848 500 | 1 550 000 | 0,47% | Opción de compra |
| Gotham Asset Management, LLC | $16 848 207 | 1 549 973 | 0,47% | Acciones |
| Squarepoint Ops LLC | $16 278 423 | 1 497 555 | 0,45% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $15 562 579 | 1 431 700 | 0,43% | Opción de compra |
| PEAK6 LLC | $14 264 701 | 1 312 300 | 0,40% | Opción de venta |
| Optimus Prime Fund Management Co., Ltd. | $12 826 600 | 1 180 000 | 0,36% | Acciones |
| JANE STREET GROUP, LLC | $12 231 696 | 1 125 271 | 0,34% | Acciones |
| RHUMBLINE ADVISERS | $11 185 227 | 1 029 004 | 0,31% | Acciones |
| Glenmede Investment Management, LP | $11 060 791 | 826 666 | 0,31% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $11 054 790 | 1 017 000 | 0,31% | Acciones |
| BRANDYWINE MANAGERS, LLC | $10 975 265 | 1 009 684 | 0,31% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $10 892 892 | 1 002 106 | 0,30% | Acciones |
| Quantinno Capital Management LP | $10 843 404 | 997 553 | 0,30% | Acciones |
| JPMORGAN CHASE & CO | $10 837 680 | 996 132 | 0,30% | Acciones |
| BANK OF AMERICA CORP /DE/ | $10 702 266 | 984 569 | 0,30% | Acciones |
| GLENMEDE TRUST CO NA | $10 528 497 | 968 583 | 0,29% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $10 490 224 | 965 062 | 0,29% | Acciones |
| StepStone Group LP | $10 023 000 | 902 973 | 0,28% | Acciones |
| WOLVERINE TRADING, LLC | $9 060 784 | 721 400 | 0,25% | Opción de compra |
| Swiss National Bank | $8 764 481 | 806 300 | 0,24% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $8 563 756 | 787 834 | 0,24% | Acciones |
| IMC-Chicago, LLC | $8 418 021 | 774 427 | 0,23% | Acciones |
| FMR LLC | $8 286 875 | 762 362 | 0,23% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $8 249 931 | 743 237 | 0,23% | Acciones |
| California Public Employees Retirement System | $8 088 628 | 744 124 | 0,23% | Acciones |
| Clear Street Group Inc. | $7 880 522 | 724 979 | 0,22% | Acciones |
| IEQ CAPITAL, LLC | $7 865 152 | 723 565 | 0,22% | Acciones |
| STIFEL FINANCIAL CORP | $7 839 484 | 721 202 | 0,22% | Acciones |
| HSBC HOLDINGS PLC | $7 822 269 | 726 639 | 0,22% | Acciones |
| BARCLAYS PLC | $7 719 863 | 710 199 | 0,22% | Acciones |
| Corient Private Wealth LP | $7 697 390 | 708 135 | 0,21% | Acciones |
| Brevan Howard Capital Management LP | $7 473 603 | 687 544 | 0,21% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $7 052 880 | 648 839 | 0,20% | Acciones |
| D.A. DAVIDSON & CO. | $6 880 297 | 632 962 | 0,19% | Acciones |
| Engineers Gate Manager LP | $6 370 831 | 586 093 | 0,18% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $6 233 945 | 573 500 | 0,17% | Opción de venta |
| Assenagon Asset Management S.A. | $6 006 903 | 552 613 | 0,17% | Acciones |
| BW Gestao de Investimentos Ltda. | $5 971 119 | 549 321 | 0,17% | Acciones |
| Walleye Trading LLC | $5 890 453 | 541 900 | 0,16% | Opción de venta |
| 180 WEALTH ADVISORS, LLC | $5 662 090 | 520 891 | 0,16% | Acciones |
| LPL Financial LLC | $5 529 993 | 508 739 | 0,15% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5 511 106 | 496 496 | 0,15% | Acciones |
| AVIVA PLC | $5 322 909 | 489 688 | 0,15% | Acciones |
| Trexquant Investment LP | $5 312 136 | 488 697 | 0,15% | Acciones |
| ALGERT GLOBAL LLC | $5 060 583 | 465 555 | 0,14% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $4 948 351 | 455 230 | 0,14% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $4 826 465 | 444 017 | 0,13% | Acciones |
| Retirement Systems of Alabama | $4 801 551 | 441 725 | 0,13% | Acciones |
| PEAK6 LLC | $4 759 190 | 437 828 | 0,13% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $4 723 527 | 434 547 | 0,13% | Acciones |
| Nuveen, LLC | $4 620 326 | 425 053 | 0,13% | Acciones |
| Toroso Investments, LLC | $4 244 944 | 258 996 | 0,12% | Acciones |
| AMERIPRISE FINANCIAL INC | $4 242 203 | 390 267 | 0,12% | Acciones |
| Alphadyne Asset Management LP | $4 187 124 | 385 200 | 0,12% | Opción de venta |
| SIMPLEX TRADING, LLC | $4 112 534 | 378 338 | 0,11% | Acciones |
| Baird Financial Group, Inc. | $4 072 956 | 374 697 | 0,11% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $4 059 891 | 373 495 | 0,11% | Acciones |
| GROUP ONE TRADING LLC | $4 058 086 | 373 329 | 0,11% | Acciones |
| Point72 Asset Management, L.P. | $4 009 258 | 368 837 | 0,11% | Acciones |
| KEYBANK NATIONAL ASSOCIATION/OH | $3 816 079 | 351 065 | 0,11% | Acciones |
| Circumference Group LLC | $3 804 500 | 350 000 | 0,11% | Acciones |
| Point72 (DIFC) Ltd | $3 706 033 | 276 983 | 0,10% | Acciones |
| WINTON GROUP Ltd | $3 648 885 | 335 684 | 0,10% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3 471 248 | 319 342 | 0,10% | Acciones |
| Hillsdale Investment Management Inc. | $3 358 504 | 308 970 | 0,09% | Acciones |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3 299 958 | 303 584 | 0,09% | Acciones |
| Waterfront Wealth Inc. | $3 279 417 | 280 772 | 0,09% | Acciones |
| HERALD INVESTMENT MANAGEMENT Ltd | $3 217 601 | 296 280 | 0,09% | Acciones |
| Amundi | $3 157 333 | 290 463 | 0,09% | Acciones |
Informantes de la empresa 14 insiders · 4 directivos · 10 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Daniel Dines | CEO and Chairman | 19 de agosto de 2026 S | 26 491 238 | 0 | 1 | $-22 535 716 |
| Ashim Gupta | COO & CFO | 1 de julio de 2026 F | 1 029 716 | 0 | 0 | $0 |
| Raghavendra Malpani | CPO & CTO | 1 de julio de 2026 F | 596 106 | 0 | 0 | $0 |
| Brad Brubaker | GC & Chief Legal Officer | 1 de julio de 2026 F | 828 906 | 0 | 0 | $0 |
| June Yang | Consejero | 25 de junio de 2026 A | 78 346 | 0 | 0 | $0 |
| Philippe Botteri | Consejero | 25 de junio de 2026 A | 3 180 064 | 0 | 0 | $0 |
| Michael Lawrence Gordon | Consejero | 25 de junio de 2026 A | 194 639 | 0 | 0 | $0 |
| Rich Wong | Consejero | 25 de junio de 2026 A | 89 663 | 0 | 0 | $0 |
| Daniel D. Springer | Consejero | 25 de junio de 2026 A | 154 294 | 0 | 0 | $0 |
| Karenann K Terrell | Consejero | 25 de junio de 2026 A | 100 292 | 0 | 0 | $0 |
| Carl M. Eschenbach | Consejero | 9 de diciembre de 2022 J | 342 036 | 0 | 0 | $0 |
| Laela Sturdy | Consejero | 23 de abril de 2021 C | 13 662 543 | 0 | 0 | $0 |
| Thomas F Mendoza | Consejero | 23 de abril de 2021 C | 1 611 120 | 0 | 0 | $0 |
| Hitesh Ramani | — | 14 de agosto de 2026 S | 235 052 | 0 | 2 | $-831 250 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 99 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 |
|---|---|---|---|---|
| FTKI · First Trust Exchange-Traded Fund VI | 1,91% | 42 176 NS | 30 de junio de 2026 | N-PORT |
| ROBT · First Trust Exchange-Traded Fund VI | 1,39% | 931 576 NS | 30 de junio de 2026 | N-PORT |
| CLSE · Trust for Professional Managers | 1,26% | 657 903 NS | 31 de mayo de 2026 | N-PORT |
| BOTZ · Global X Funds | 1,09% | 3 471 937 NS | 31 de mayo de 2026 | N-PORT |
| RNIN · EA Series Trust | 1,06% | 157 589 NS | 30 de abril de 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,69% | 10 278 NS | 30 de abril de 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,65% | 384 787 NS | 31 de mayo de 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 0,50% | 727 569 NS | 30 de abril de 2026 | N-PORT |
| AGIQ · Tidal Trust I | 0,48% | 4 673 NS | 31 de mayo de 2026 | N-PORT |
| BTAL · AGF Investments Trust | 0,43% | 111 320 NS | 30 de junio de 2026 | N-PORT |
| OASC · Unified Series Trust | 0,29% | 20 589 NS | 31 de mayo de 2026 | N-PORT |
| ITAN · EA Series Trust | 0,24% | 18 519 NS | 29 de mayo de 2026 | N-PORT |
| IGV · iShares Trust | 0,23% | 2 047 679 SH | 21 de agosto de 2026 | Diario |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,23% | 62 331 SH | 21 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,20% | 365 886 SH | 21 de agosto de 2026 | Diario |
| HDUS · Lattice Strategies Trust | 0,18% | 31 949 NS | 30 de abril de 2026 | N-PORT |
| AIQ · Global X Funds | 0,18% | 1 685 136 NS | 31 de mayo de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,18% | 320 273 SH | 19 de agosto de 2026 | Diario |
| IQSM · New York Life Investments ETF Trust | 0,17% | 52 373 NS | 30 de abril de 2026 | N-PORT |
| FAI · First Trust Exchange-Traded Fund II | 0,17% | 15 055 NS | 30 de junio de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,14% | 89 090 NS | 31 de mayo de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,13% | 689 102 SH | 19 de agosto de 2026 | Diario |
| PTMC · Pacer Funds Trust | 0,13% | 49 126 NS | 30 de abril de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,12% | 61 772 NS | 30 de abril de 2026 | N-PORT |
| FFF · Founder Funds Trust | 0,12% | 562 NS | 30 de junio de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,12% | 5 439 976 SH | 19 de agosto de 2026 | Diario |
| BKMC · BNY Mellon ETF Trust | 0,12% | 70 509 NS | 30 de abril de 2026 | N-PORT |
| ESML · iShares Trust | 0,11% | 205 217 SH | 21 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,11% | 1 515 265 NS | 30 de abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,11% | 14 799 NS | 31 de mayo de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,11% | 243 855 NS | 30 de abril de 2026 | N-PORT |
| ISCV · iShares Trust | 0,11% | 46 592 SH | 21 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,11% | 2 056 055 NS | 31 de mayo de 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,10% | 83 743 SH | 21 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,10% | 17 928 SH | 21 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,10% | 60 429 SH | 21 de agosto de 2026 | Diario |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 676 315 NS | 30 de abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,09% | 1 160 636 NS | 31 de mayo de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,09% | 48 940 SH | 21 de agosto de 2026 | Diario |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 64 306 NS | 30 de abril de 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 0,09% | 168 425 NS | 31 de mayo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 173 446 NS | 30 de abril de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,09% | 7 092 NS | 30 de abril de 2026 | N-PORT |
| SMMD · iShares Trust | 0,09% | 205 368 SH | 21 de agosto de 2026 | Diario |
| UMDD · ProShares Trust | 0,08% | 2 066 NS | 31 de mayo de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,07% | 1 259 714 NS | 30 de abril de 2026 | N-PORT |
| WSML · iShares Trust | 0,06% | 25 642 SH | 21 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,06% | 596 332 SH | 21 de agosto de 2026 | Diario |
| IVOV · VANGUARD ADMIRAL FUNDS | 0,06% | 88 195 SH | 19 de agosto de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,06% | 9 955 850 SH | 19 de agosto de 2026 | Diario |