PCTY Paylocity Holding Corporation - Common Stock

NASDAQ · Professional Services · Ver en SEC EDGAR ↗
$150,13
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 5, 2026

Acerca de Paylocity Holding Corporation - Common Stock Descripción general de la empresa de Wikipedia

Paylocity Holding Corporation is an American provider of cloud-based payroll, spend management, and human capital management (HCM) software.

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Paylocity Holding Corporation is an American provider of cloud-based payroll, spend management, and human capital management (HCM) software.

History

The company was founded by Steve Sarowitz in 1997 as Ameripay Payroll Ltd. It was renamed Paylocity in December 2005. It relocated from Franklin Park, Illinois to Elk Grove Village, and later to Arlington Heights. The company moved its headquarters into a 309,000 square foot office in the former headquarters of Zurich Insurance North America in Schaumburg, Illinois.

In September 2007, Steve Beauchamp was appointed as president and chief operating officer and became CEO within a year.

In 2008, the company secured its first institutional funding with a $10 million Series A round from Adams Street Partners, followed by a $27.3 million Series B round in 2012.

In 2010, Paylocity acquired Payroll Online and expanded its market presence in human capital management (HCM).

Paylocity held an initial public offering in March 2014, raising about $120 million. At the time of the IPO, founder Steve Sarowitz held 44% ownership of the company.

From 2019 to 2024, Paylocity acquired a number of companies in HCM space, including BeneFLEX, VidGrid, Samepage, Blue Marble Payroll, Cloudsnap, Trace and Airbase Inc.

Products and services

Paylocity offers human capital management (HCM) solutions, providing integrated tools for managing payroll, HR functions, time tracking, spend management, and talent acquisition primarily for small to mid-sized businesses with 50 to 1,000 employees.

Acquisitions

March 2018: BeneFLEX (benefits administration)

April 2020: VidGrid (video-based learning platform)

November 2020: Samepage (team collaboration solution)

September 2021: Blue Marble Payroll (international payroll services)

January 2022: Cloudsnap (video platform for employee engagement)

December 2023: Trace (headcount planning tool)

September 2024: Airbase Inc. (spending management software)

Awards

2003, 2004, 2007-2014 - Inc. Magazine 5,000 fastest growing private companies

2013-2015 - Deloitte Fast 500 (fastest growing technology companies)

2021 - Fortune's 100 Fastest Growing Companies (#51)

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

PCTY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$150.13
Capitalización Bursátil
$8.00B
P/E (TTM)
30.5
BPA (TTM)
$4.92
Ingresos (TTM)
$1.77B
Rendimiento div.
ROE
23.3%
Deuda/Capital
Rango 52S
$93 – $182

PCTY 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

Ingresos y Beneficio Neto $1.77B
10-point trend, +490.4%
2017-06-30 2026-06-30
BPA $4.92
10-point trend, +4000.0%
2017-06-30 2026-06-30
Flujo de caja libre $497M
10-point trend, +1123.1%
2017-06-30 2026-06-30
Márgenes 15.2%
10-point trend, +17.9%
2017-06-30 2026-06-30

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
PCTY
Mediana de Pares
P/E (TTM)
5-point trend, -80.4%
30.5
25.2
P/S (TTM) (P/V (TTM))
5-point trend, -72.2%
4.5
1.7
P/B (P/C)
5-point trend, -70.9%
6.5
6.6
Price / FCF (Precio / FCF)
5-point trend, -84.1%
16.1

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
PCTY
Mediana de Pares
Gross Margin (Margen Bruto)
5-point trend, +4.3%
69.2%
46.4%
Operating Margin (Margen Operativo)
5-point trend, +119.7%
21.8%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +43.0%
15.2%
6.4%
ROA
5-point trend, +131.9%
5.8%
4.9%
ROE
5-point trend, +51.0%
23.3%
16.5%
ROIC
5-point trend, +47.0%
22.0%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
PCTY
Mediana de Pares
Current Ratio (Ratio corriente)
5-point trend, +6.0%
1.1
1.1
Quick Ratio (Ratio Rápido)
5-point trend, +149.6%
0.1

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
PCTY
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +107.7%
11.0%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +107.7%
14.7%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +107.7%
22.8%
EPS YoY (EPS interanual)
5-point trend, +205.6%
22.4%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +197.1%
18.8%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
PCTY
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +205.6%
$4.92

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
PCTY
Mediana de Pares

PCTY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 27 analistas
  • Compra fuerte 11 40,7%
  • Compra 12 44,4%
  • Mantener 4 14,8%
  • Venta 0 0,0%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

19 analistas · 2026-08-17
Objetivo mediano $168.00 +11,9%
Objetivo medio $171.53 +14,3%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.19%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $1.84 $1.65 0.19%
31 de marzo de 2026 $2.89 $2.64 0.25%
31 de diciembre de 2025 $1.85 $1.69 0.16%
30 de septiembre de 2025 $1.75 $1.60 0.15%
30 de junio de 2025 $1.56 $1.42 0.14%
31 de marzo de 2025 $2.43 $2.18 0.25%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
PCTY $5.57B 21.2 11.0% 15.2% 23.3% 69.2%
ADP $89.09B 20.5 6.7% 20.1% 71.0%
PAYX $34.49B 19.8 16.9% 27.0% 46.2%
PAYC $8.73B 19.7 8.9% 22.1% 26.3% 83.2%
RHI $2.75B 20.4 -7.2% 2.5% 10.3% 37.2%
KFY $3.34B 12.7 6.4% 9.4% 14.4%
FA $2.53B -72.7 83.0% -2.2% -2.7%
TNET $2.80B 18.5 -0.85% 3.1% 192.6%
MAN -102.5 0.58% -0.07% -0.64% 16.7%
NSP $1.46B -203.8 3.5% -0.10% -8.9% 13.2%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 16
Datos anuales de Estado de resultados para PCTY
Métrica Tendencia 202620252024202320222021202020192018201720162015
Revenue 12-point trend, +1060.0% $1.77B $1.60B $1.40B $1.17B $853M $636M $561M $468M $378M $300M $231M $153M
Cost of Revenue 12-point trend, +669.9% $546M $498M $442M $367M $287M $219M $182M $154M $149M $124M $98M $71M
Gross Profit 12-point trend, +1398.1% $1.23B $1.10B $961M $808M $566M $416M $379M $314M $228M $176M $133M $82M
R&D Expense 12-point trend, +1014.5% $221M $206M $178M $164M $103M $77M $63M $50M $38M $29M $27M $20M
SG&A Expense 12-point trend, +583.2% $224M $213M $187M $192M $164M $120M $105M $95M $79M $62M $48M $33M
Operating Expenses 12-point trend, +777.0% $840M $793M $701M $653M $481M $358M $313M $258M $212M $169M $136M $96M
Operating Income 12-point trend, +2872.7% $386M $304M $260M $155M $85M $58M $66M $56M $16M $7M $-4M $-14M
Other Non-op 12-point trend, +2325.9% $1M $5M $17M $4M $-997.0K $-939.0K $947.0K $2M $802.0K $73.0K $-124.0K $54.0K
Pretax Income 12-point trend, +2893.0% $387M $309M $277M $159M $84M $57M $67M $58M $17M $7M $-4M $-14M
Income Tax 12-point trend, +111863.8% $118M $82M $70M $18M $-7M $-14M $3M $4M $-22M $651.0K $177.0K $105.0K
Net Income 12-point trend, +2030.6% $270M $227M $207M $141M $91M $71M $64M $54M $39M $7M $-4M $-14M
EPS (Basic) 12-point trend, +1882.1% $4.99 $4.08 $3.68 $2.53 $1.65 $1.30 $1.20 $1.02 $0.74 $0.13 $-0.08 $-0.28
EPS (Diluted) 12-point trend, +1857.1% $4.92 $4.02 $3.63 $2.49 $1.61 $1.26 $1.15 $0.97 $0.70 $0.12 $-0.08 $-0.28
Shares (Basic) 12-point trend, +7.9% 54,082,000 55,649,000 56,214,000 55,706,000 55,036,000 54,318,000 53,547,000 52,914,000 52,425,000 51,415,000 50,913,000 50,127,000
Shares (Diluted) 12-point trend, +9.3% 54,770,000 56,550,000 56,976,000 56,596,000 56,445,000 56,305,000 55,807,000 55,414,000 54,887,000 54,057,000 50,913,000 50,127,000
EBITDA 11-point trend, +4722.1% $498M $404M $337M $216M $135M $101M $104M $91M $46M $28M $10M ·
Balance general 25
Datos anuales de Balance general para PCTY
Métrica Tendencia 202620252024202320222021202020192018201720162015
Cash & Equivalents 12-point trend, +234.6% $272M $398M $402M $289M $140M $202M $251M $132M $137M $103M $86M $81M
Receivables 12-point trend, +4392.6% $50M $42M $33M $25M $16M $6M $5M $4M $3M $2M $2M $1M
Prepaid Expense 12-point trend, +1203.9% $58M $51M $40M $35M $29M $16M $13M $14M $11M $15M $7M $4M
Current Assets 12-point trend, +448.5% $3.72B $3.31B $3.52B $3.05B $4.23B $2.03B $1.66B $1.60B $1.38B $1.06B $1.34B $679M
PP&E (Net) 12-point trend, +344.6% $71M $54M $61M $64M $63M $60M $67M $70M $62M $41M $27M $16M
PP&E (Gross) 12-point trend, +501.8% $188M $158M $151M $142M $136M $123M $118M $108M $91M $66M $45M $31M
Accum. Depreciation 12-point trend, +669.2% $116M $104M $91M $78M $73M $63M $51M $38M $29M $25M $18M $15M
Goodwill 12-point trend, +6212.9% $379M $343M $109M $102M $102M $34M $22M $10M $10M $6M $6M $6M
Intangibles 12-point trend, +621.4% $86M $93M $28M $35M $45M $13M $13M $11M $13M $9M $10M $12M
Total Assets 12-point trend, +577.9% $4.88B $4.39B $4.25B $3.70B $4.81B $2.41B $1.99B $1.80B $1.51B $1.14B $1.39B $721M
Accounts Payable 12-point trend, +724.7% $11M $17M $9M $6M $8M $4M $2M $4M $3M $2M $2M $1M
Accrued Liabilities 12-point trend, +1119.0% $200M $193M $158M $143M $124M $103M $80M $58M $42M $30M $25M $16M
Current Liabilities 12-point trend, +461.2% $3.42B $2.91B $3.12B $2.77B $4.12B $1.87B $1.41B $1.46B $1.27B $975M $1.27B $609M
Capital Leases 7-point trend, -42.4% $42M $47M $47M $62M $69M $67M $73M · · · · ·
Deferred Tax 11-point trend, +12065.1% $106M $33M $42M $12M $2M $2M $9M $7M · $401.0K $249.0K $874.0K
Other Non-current Liabilities 9-point trend, +1056.5% $13M $9M $6M $4M $4M $2M $2M $2M $1M · · ·
Total Liabilities 12-point trend, +497.6% $3.66B $3.16B $3.21B $2.85B $4.20B $1.94B $1.59B $1.50B $1.29B $990M $1.27B $613M
Long-term Debt 4-point trend, -18.8% $81M $162M $0 · · · $100M · · · · ·
Common Stock 12-point trend, +3.9% $53.0K $55.0K $56.0K $56.0K $55.0K $55.0K $54.0K $53.0K $53.0K $52.0K $51.0K $51.0K
Paid-in Capital 12-point trend, -66.4% $52M $328M $360M $381M $290M $242M $228M $208M $220M $193M $172M $156M
Retained Earnings 12-point trend, +2530.9% $1.17B $901M $673M $467M $326M $235M $164M $100M $-7M $-45M $-52M $-48M
AOCI 9-point trend, -785.6% $-1M $6M $-936.0K $-5M $-2M $66.0K $675.0K $112.0K $-139.0K · · ·
Stockholders' Equity 12-point trend, +1035.4% $1.22B $1.23B $1.03B $843M $613M $477M $393M $308M $213M $148M $120M $108M
Liabilities + Equity 12-point trend, +577.9% $4.88B $4.39B $4.25B $3.70B $4.81B $2.41B $1.99B $1.80B $1.51B $1.14B $1.39B $721M
Shares Outstanding 12-point trend, +5.1% 53,271,000 55,366,000 55,514,000 55,912,000 55,190,000 54,594,000 53,792,000 53,075,000 52,758,000 51,738,000 51,132,000 50,703,000
Flujo de Efectivo 15
Datos anuales de Flujo de Efectivo para PCTY
Métrica Tendencia 202620252024202320222021202020192018201720162015
D&A 12-point trend, +1198.6% $112M $100M $76M $61M $50M $43M $38M $35M $30M $21M $14M $9M
Stock-based Comp 12-point trend, +952.9% $139M $143M $146M $147M $96M $63M $47M $39M $30M $27M $18M $13M
Deferred Tax 12-point trend, +91050.5% $83M $-3M $28M $14M $-7M $-14M $3M $4M $-22M $152.0K $150.0K $91.0K
Amort. of Intangibles 12-point trend, +2221.1% $21M $19M $10M $11M $9M $4M $3M $2M $2M $2M $2M $919.0K
Other Non-cash 11-point trend, -1429.2% $-70M $-48M $-72M $-80M $-75M $-38M $-40M $-16M $21M $7M $5M ·
Operating Cash Flow 12-point trend, +4701.9% $533M $418M $385M $283M $155M $125M $113M $115M $98M $62M $33M $11M
CapEx 12-point trend, +300.8% $36M $13M $18M $22M $18M $9M $17M $11M $22M $21M $16M $9M
Investing Cash Flow 12-point trend, +22.3% $-155M $-456M $-102M $-220M $-480M $48M $-49M $-43M $-179M $-38M $-673M $-199M
Stock Issued · · · · · · · · · · · $18M
Stock Repurchased 6-point trend, +1037.8% $398M $150M $150M $0 $0 · · $35M · · · ·
Net Stock Activity 4-point trend, -1037.8% $-398M $-150M $-150M · · · · $-35M · · · ·
Financing Cash Flow 12-point trend, -95.3% $9M $-326M $142M $-1.43B $2.17B $280M $2M $115M $275M $-304M $646M $190M
Net Change in Cash 12-point trend, +15976.3% $387M $-363M $424M $-1.37B $1.85B $454M $66M $186M $194M $-280M $5M $2M
Taxes Paid 12-point trend, +20366.0% $33M $86M $48M $1M $11.0K $-136.0K $84.0K $412.0K $-53.0K $28.0K $3.0K $162.0K
Free Cash Flow 11-point trend, +2839.7% $497M $405M $367M $261M $137M $115M $96M $104M $76M $41M $17M ·
Rentabilidad 8
Datos anuales de Rentabilidad para PCTY
Métrica Tendencia 202620252024202320222021202020192018201720162015
Gross Margin 11-point trend, +20.4% 69.2% 68.8% 68.5% 68.8% 66.3% 65.5% 67.6% 67.1% 60.5% 58.7% 57.5% ·
Operating Margin 11-point trend, +1514.9% 21.8% 19.1% 18.5% 13.2% 9.9% 9.1% 11.8% 12.0% 4.2% 2.4% -1.5% ·
Net Margin 11-point trend, +1012.0% 15.2% 14.2% 14.7% 12.0% 10.7% 11.1% 11.5% 11.5% 10.2% 2.2% -1.7% ·
Pretax Margin 11-point trend, +1475.5% 21.9% 19.4% 19.8% 13.5% 9.8% 9.0% 12.0% 12.4% 4.4% 2.5% -1.6% ·
EBITDA Margin 11-point trend, +528.6% 28.1% 25.3% 24.0% 18.4% 15.8% 15.9% 18.5% 19.4% 12.2% 9.4% 4.5% ·
ROA 11-point trend, +1716.7% 5.8% 5.3% 5.2% 3.3% 2.5% 3.2% 3.4% 3.2% 2.9% 0.53% -0.36% ·
ROE 11-point trend, +786.1% 23.3% 18.9% 19.4% 17.5% 15.4% 15.2% 16.8% 18.1% 18.5% 5.0% -3.4% ·
ROIC 11-point trend, +807.7% 22.0% 18.1% 18.8% 16.3% 15.0% 15.1% 16.2% 16.9% 17.3% 4.5% -3.1% ·
Liquidez y Solvencia 2
Datos anuales de Liquidez y Solvencia para PCTY
Métrica Tendencia 202620252024202320222021202020192018201720162015
Current Ratio 11-point trend, +3.2% 1.1 1.1 1.1 1.1 1.0 1.1 1.2 1.1 1.1 1.1 1.1 ·
Quick Ratio 11-point trend, +35.2% 0.1 0.2 0.1 0.1 0.0 0.1 0.2 0.1 0.1 0.1 0.1 ·
Eficiencia 2
Datos anuales de Eficiencia para PCTY
Métrica Tendencia 202620252024202320222021202020192018201720162015
Asset Turnover 11-point trend, +74.8% 0.4 0.4 0.4 0.3 0.2 0.3 0.3 0.3 0.3 0.2 0.2 ·
Receivables Turnover 11-point trend, -76.6% 38.6 42.7 48.3 57.5 77.4 113.6 121.0 119.7 137.5 161.3 165.0 ·
Por Acción 5
Datos anuales de Por Acción para PCTY
Métrica Tendencia 202620252024202320222021202020192018201720162015
Book Value / Share 11-point trend, +880.5% $22.93 $22.28 $18.61 $15.07 $11.12 $8.74 $7.30 $5.80 $4.03 $2.85 $2.34 ·
Revenue / Share 11-point trend, +613.7% $32.34 $28.21 $24.62 $20.75 $15.11 $11.29 $10.06 $8.44 $6.88 $5.55 $4.53 ·
Cash Flow / Share 11-point trend, +1402.5% $9.74 $7.40 $6.75 $5.00 $2.75 $2.22 $2.02 $2.08 $1.78 $1.15 $0.65 ·
Cash / Share 11-point trend, +201.7% $5.10 $7.19 $7.24 $5.16 $2.53 $3.71 $4.66 $2.50 $2.60 $2.00 $1.69 ·
EPS (TTM) 12-point trend, +1857.1% $4.92 $4.02 $3.63 $2.49 $1.61 $1.26 $1.15 $0.97 $0.70 $0.12 $-0.08 $-0.28
Tasas de Crecimiento 9
Datos anuales de Tasas de Crecimiento para PCTY
Métrica Tendencia 202620252024202320222021202020192018201720162015
Revenue YoY 6-point trend, -16.6% 11.0% 13.7% 19.4% 37.8% 34.1% 13.2% · · · · · ·
Revenue CAGR 3Y 4-point trend, -47.4% 14.7% 23.2% 30.2% 27.9% · · · · · · · ·
Revenue CAGR 5Y 2-point trend, -2.1% 22.8% 23.2% · · · · · · · · · ·
EPS YoY 6-point trend, +134.0% 22.4% 10.7% 45.8% 54.7% 27.8% 9.6% · · · · · ·
EPS CAGR 3Y 4-point trend, -13.2% 25.5% 35.7% 42.3% 29.4% · · · · · · · ·
EPS CAGR 5Y 2-point trend, +10.1% 31.3% 28.4% · · · · · · · · · ·
Net Income YoY 6-point trend, +90.1% 18.8% 9.8% 46.8% 55.1% 28.2% 9.9% · · · · · ·
Net Income CAGR 3Y 4-point trend, -18.7% 24.2% 35.8% 42.9% 29.8% · · · · · · · ·
Net Income CAGR 5Y 2-point trend, +7.1% 30.7% 28.6% · · · · · · · · · ·
Valoración (TTM) 10
Datos anuales de Valoración (TTM) para PCTY
Métrica Tendencia 202620252024202320222021202020192018201720162015
Revenue TTM 12-point trend, +1060.0% $1.77B $1.60B $1.40B $1.17B $853M $636M $561M $468M $378M $300M $231M $153M
Net Income TTM 12-point trend, +2030.6% $270M $227M $207M $141M $91M $71M $64M $54M $39M $7M $-4M $-14M
Market Cap 11-point trend, +152.1% $5.57B $10.03B $7.32B $10.32B $9.63B $10.42B $7.85B $4.98B $3.11B $2.34B $2.21B ·
P/E 12-point trend, +116.6% 21.2 45.1 36.3 74.1 108.3 151.4 126.9 96.7 84.1 376.5 -540.0 -128.0
P/S 11-point trend, -67.2% 3.1 6.3 5.2 8.8 11.3 16.4 14.0 10.6 8.2 7.8 9.6 ·
P/B 11-point trend, -75.3% 4.6 8.1 7.1 12.2 15.7 21.8 20.0 16.2 14.6 15.8 18.5 ·
P / Tangible Book 7-point trend, -66.4% 7.4 12.6 8.2 14.6 20.7 24.2 21.9 · · · · ·
P / Cash Flow 11-point trend, -84.4% 10.4 24.0 19.0 36.5 62.1 83.4 69.7 43.3 31.7 37.7 67.0 ·
P / FCF 11-point trend, -91.4% 11.2 24.8 20.0 39.6 70.3 90.3 81.7 48.0 40.8 57.5 130.6 ·
Earnings Yield 12-point trend, +703.8% 4.7% 2.2% 2.8% 1.4% 0.92% 0.66% 0.79% 1.0% 1.2% 0.27% -0.19% -0.78%

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2026-06-302025-06-302024-06-302023-06-302022-06-30
Ingresos $1.77B$1.60B$1.40B$1.17B$853M
Margen Bruto % 69.2%68.8%68.5%68.8%66.3%
Margen Operativo % 21.8%19.1%18.5%13.2%9.9%
Beneficio neto $270M$227M$207M$141M$91M
EPS Diluido $4.92$4.02$3.63$2.49$1.61
Balance general
2026-06-302025-06-302024-06-302023-06-302022-06-30
Ratio corriente 1.11.11.11.11.0
Ratio Rápido 0.10.20.10.10.0
Flujo de Efectivo
2026-06-302025-06-302024-06-302023-06-302022-06-30
Flujo de caja libre $497M$405M$367M$261M$137M

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Propietarios institucionales (13F) 498 declarantes · $3.0B 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
84 (+4 vs trimestre anterior) 55 (-19 vs trimestre anterior) 178 (+9 vs trimestre anterior) 151 (0 vs trimestre anterior) +4.0M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD PORTFOLIO MANAGEMENT LLC $228 573 556 2 186 679 7,51% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $203 395 624 1 945 811 6,69% Acciones
CITADEL ADVISORS LLC $155 848 376 1 490 944 5,12% Acciones
STATE STREET CORP $146 016 807 1 396 889 4,80% Acciones
TWO SIGMA INVESTMENTS, LP $119 006 255 1 138 489 3,91% Acciones
GEODE CAPITAL MANAGEMENT, LLC $115 606 881 1 105 765 3,80% Acciones
Quantinno Capital Management LP $110 384 203 1 056 005 3,63% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $97 261 193 930 462 3,20% Acciones
Point72 Asset Management, L.P. $94 565 573 904 674 3,11% Acciones
Liontrust Investment Partners LLP $92 986 265 609 746 3,06% Acciones
BNP PARIBAS FINANCIAL MARKETS $88 171 891 843 508 2,90% Acciones
WASATCH ADVISORS LP $87 297 616 808 012 2,87% Acciones
MILLENNIUM MANAGEMENT LLC $77 754 327 743 847 2,56% Acciones
D. E. Shaw & Co., Inc. $72 011 031 688 903 2,37% Acciones
Amundi $69 350 324 663 449 2,28% Acciones
TWO SIGMA ADVISERS, LP $67 420 250 442 100 2,22% Acciones
DIMENSIONAL FUND ADVISORS LP $61 229 075 585 756 2,01% Acciones
Qube Research & Technologies Ltd $58 680 947 561 379 1,93% Acciones
NORGES BANK $49 366 697 472 273 1,62% Acciones
Assenagon Asset Management S.A. $43 341 483 414 632 1,42% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $42 512 037 406 697 1,40% Acciones
RIVERBRIDGE PARTNERS LLC $34 324 093 328 366 1,13% Acciones
Gotham Asset Management, LLC $31 219 348 298 664 1,03% Acciones
VANGUARD FIDUCIARY TRUST CO $28 802 092 275 539 0,95% Acciones
GOLDMAN SACHS GROUP INC $27 926 967 267 167 0,92% Acciones
Cubist Systematic Strategies, LLC $25 359 876 159 226 0,83% Acciones
JANUS HENDERSON GROUP PLC $25 251 757 233 726 0,83% Acciones
Balyasny Asset Management L.P. $21 637 501 206 998 0,71% Acciones
TD Asset Management Inc $21 217 499 202 980 0,70% Acciones
IEQ CAPITAL, LLC $20 119 098 192 472 0,66% Acciones
FIRST TRUST ADVISORS LP $19 019 338 181 951 0,63% Acciones
Ranger Investment Management, L.P. $17 902 017 171 262 0,59% Acciones
ExodusPoint Capital Management, LP $15 982 742 152 901 0,53% Acciones
CAPITAL FUND MANAGEMENT S.A. $15 181 205 145 233 0,50% Acciones
Corient Private Wealth LP $14 997 661 143 477 0,49% Acciones
NICHOLAS COMPANY, INC. $14 823 713 141 813 0,49% Acciones
HighTower Advisors, LLC $14 255 258 136 375 0,47% Acciones
CANADA PENSION PLAN INVESTMENT BOARD $13 547 088 129 600 0,45% Acciones
BANK OF AMERICA CORP /DE/ $13 275 833 127 005 0,44% Acciones
Boston Trust Walden Corp $12 782 033 122 281 0,42% Acciones
ALGERT GLOBAL LLC $12 702 486 121 520 0,42% Acciones
RHUMBLINE ADVISERS $11 574 961 110 734 0,38% Acciones
Public Sector Pension Investment Board $10 902 688 104 302 0,36% Acciones
BARCLAYS PLC $10 902 479 104 300 0,36% Acciones
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $10 541 641 100 848 0,35% Acciones
Mariner, LLC $10 377 489 99 274 0,34% Acciones
RENAISSANCE TECHNOLOGIES LLC $10 094 985 96 575 0,33% Acciones
California Public Employees Retirement System $9 231 985 88 319 0,30% Acciones
Swiss National Bank $9 041 845 86 500 0,30% Acciones
FMR LLC $8 977 873 85 888 0,30% Acciones
Trexquant Investment LP $8 958 326 85 701 0,29% Acciones
WELLINGTON MANAGEMENT GROUP LLP $8 894 040 85 086 0,29% Acciones
ROYAL BANK OF CANADA $8 885 000 84 999 0,29% Acciones
ENVESTNET ASSET MANAGEMENT INC $8 841 786 84 586 0,29% Acciones
BLAIR WILLIAM & CO/IL $8 179 347 78 249 0,27% Acciones
Man Group plc $8 121 249 77 693 0,27% Acciones
BW Gestao de Investimentos Ltda. $7 724 558 73 898 0,25% Acciones
BlackRock, Inc. $7 655 986 73 242 0,25% Acciones
Engineers Gate Manager LP $7 157 169 68 470 0,24% Acciones
Connor, Clark & Lunn Investment Management Ltd. $7 033 719 67 289 0,23% Acciones
LOOMIS SAYLES & CO L P $6 956 890 66 554 0,23% Acciones
Retirement Systems of Alabama $6 831 872 65 358 0,22% Acciones
Schonfeld Strategic Advisors LLC $6 711 242 64 204 0,22% Acciones
Edgestream Partners, L.P. $6 544 519 62 609 0,22% Acciones
Swedbank AB $6 313 612 60 400 0,21% Acciones
MERCER GLOBAL ADVISORS INC /ADV $6 231 874 59 618 0,20% Acciones
Focus Partners Wealth $5 896 972 56 407 0,19% Acciones
AMERIPRISE FINANCIAL INC $5 865 819 56 070 0,19% Acciones
Cerity Partners LLC $5 811 431 55 596 0,19% Acciones
SEIZERT CAPITAL PARTNERS, LLC $5 539 045 52 990 0,18% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $5 385 418 51 859 0,18% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $5 360 297 49 614 0,18% Acciones
ALLIANCEBERNSTEIN L.P. $5 245 018 48 547 0,17% Acciones
Cassady Schiller Wealth Management, LLC $5 067 735 25 406 0,17% Acciones
Squarepoint Ops LLC $5 033 747 48 156 0,17% Acciones
Granite Investment Partners, LLC $5 006 360 47 894 0,16% Acciones
SummitTX Capital, L.P. $4 754 024 45 480 0,16% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $4 555 208 43 578 0,15% Acciones
WINTON GROUP Ltd $4 352 002 41 634 0,14% Acciones
VAN ECK ASSOCIATES CORP $4 254 998 40 706 0,14% Acciones
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $4 173 883 39 930 0,14% Acciones
STATE OF WISCONSIN INVESTMENT BOARD $4 105 938 39 280 0,13% Acciones
Verition Fund Management LLC $3 999 422 38 261 0,13% Acciones
AlphaQuest LLC $3 989 248 26 159 0,13% Acciones
Holocene Advisors, LP $3 979 875 38 074 0,13% Acciones
Dana Investment Advisors, Inc. $3 967 645 37 957 0,13% Acciones
VICTORY CAPITAL MANAGEMENT INC $3 870 746 37 030 0,13% Acciones
CITADEL ADVISORS LLC $3 804 892 36 400 0,13% Opción de compra
Universal- Beteiligungs- und Servicegesellschaft mbH $3 518 168 33 657 0,12% Acciones
Hillsdale Investment Management Inc. $3 489 211 33 380 0,11% Acciones
Sone Capital Management, LLC $3 413 009 32 651 0,11% Acciones
Bridgewater Associates, LP $3 330 117 31 858 0,11% Acciones
PANAGORA ASSET MANAGEMENT INC $3 208 548 30 695 0,11% Acciones
MANUFACTURERS LIFE INSURANCE COMPANY, THE $3 207 294 30 683 0,11% Acciones
CWM, LLC $3 129 271 28 964 0,10% Acciones
Bell Asset Management Ltd $2 912 101 27 859 0,10% Acciones
Y-Intercept (Hong Kong) Ltd $2 898 826 27 732 0,10% Acciones
Nebula Research & Development LLC $2 870 412 15 842 0,09% Acciones
Sovereign's Capital Management, LLC $2 861 047 27 345 0,09% Acciones
Summit Trail Advisors, LLC $2 808 930 26 872 0,09% Acciones

Informantes de la empresa 23 insiders · 12 directivos · 12 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Toby J. Williams President and CEO 14 de agosto de 2026 A 347 771 0 4 $-1 782 201
Ryan Glenn Chief Financial Officer 14 de agosto de 2026 A 131 915 0 1 $-121 547
McGrail Peter J Chief Financial Officer 9 de enero de 2015 S 16 034 0 0 $0
Melissa Ann King SVP Product and Technology 14 de agosto de 2026 A 62 836 0 0 $0
Joshua Scutt SVP Chief Revenue Officer 14 de agosto de 2026 A 84 239 0 1 $-17 068
Nicholas Rost VP CAO & Treasurer 14 de agosto de 2026 A 14 657 0 0 $0
Andrew Cappotelli Sr Vice President Operations 14 de agosto de 2026 A 48 942 0 1 $-8 144
Steven R Beauchamp Executive Chairman 14 de agosto de 2026 A 1 277 477 0 6 $-3 041 253
Michael R Haske Senior VP of Sales & Marketing 24 de noviembre de 2015 S 1 585 882 0 0 $0
Mark S Kinsey Senior VP of Operations 30 de abril de 2015 A 25 000 0 0 $0
Jenifer L Page Senior VP Operations 13 de noviembre de 2014 S 507 073 0 0 $0
Edward W Gaty Sr. VP of Product Development 18 de agosto de 2014 A 7 000 0 0 $0
Kenneth B. Robinson Consejero 14 de agosto de 2026 A 7 545 0 0 $0
Robin Le Pederson Consejero 14 de agosto de 2026 A 9 199 0 0 $0
Steven I Sarowitz Consejero 14 de agosto de 2026 S 4 488 594 0 14 $-9 086 507
Linda Marie Breard Consejero 14 de agosto de 2026 A 5 733 0 0 $0
Craig Conway Consejero 14 de agosto de 2026 A 5 352 0 0 $0
Virginia G Breen Consejero 14 de agosto de 2026 A 12 501 0 0 $0
Ronald V Waters Consejero 14 de agosto de 2026 A 11 640 0 0 $0
Jeffrey T Diehl Consejero 17 de agosto de 2017 S 428 955 0 0 $0
Andres Reiner Consejero 8 de septiembre de 2014 A 6 013 0 0 $0
Mark H Mishler Consejero 18 de agosto de 2014 A 23 314 0 0 $0
Adams Street Partners, LLC Propietario del 10% 16 de agosto de 2016 A 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 95 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
SMLL · Harbor ETF Trust 2,58% 3 386 NS 30 de abril de 2026 N-PORT
GRPM · Invesco Exchange-Traded Fund Trust 2,29% 77 472 SH 8 de agosto de 2026 Diario
SOVF · Elevation Series Trust 1,80% 16 114 NS 30 de abril de 2026 N-PORT
MCOW · Pacer Funds Trust 1,21% 113 NS 30 de abril de 2026 N-PORT
BUL · Pacer Funds Trust 0,71% 8 587 NS 30 de abril de 2026 N-PORT
RFG · Invesco Exchange-Traded Fund Trust 0,43% 10 350 SH 8 de agosto de 2026 Diario
IJK · iShares Trust 0,35% 253 953 SH 8 de agosto de 2026 Diario
SKYU · ProShares Trust 0,29% 90 NS 31 de mayo de 2026 N-PORT
BFOR · ALPS ETF Trust 0,24% 4 503 NS 31 de mayo de 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0,24% 42 795 SH 8 de agosto de 2026 Diario
PNQI · Invesco Exchange-Traded Fund Trust 0,22% 7 985 SH 8 de agosto de 2026 Diario
XJH · iShares Trust 0,21% 5 881 SH 8 de agosto de 2026 Diario
QVMM · Invesco Exchange-Traded Fund Trust … 0,20% 5 974 SH 8 de agosto de 2026 Diario
ISCG · iShares Trust 0,19% 12 650 SH 8 de agosto de 2026 Diario
IJH · iShares Trust 0,18% 1 496 504 SH 8 de agosto de 2026 Diario
ANEW · ProShares Trust 0,17% 111 NS 31 de mayo de 2026 N-PORT
ESML · iShares Trust 0,15% 28 769 SH 8 de agosto de 2026 Diario
VFQY · VANGUARD WELLINGTON FUND 0,15% 6 743 SH 8 de agosto de 2026 Diario
PTMC · Pacer Funds Trust 0,13% 4 916 NS 30 de abril de 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,12% 570 169 SH 8 de agosto de 2026 Diario
IVOO · VANGUARD ADMIRAL FUNDS 0,12% 70 258 SH 8 de agosto de 2026 Diario
MVV · ProShares Trust 0,11% 1 509 NS 31 de mayo de 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,11% 6 316 NS 30 de abril de 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,11% 20 193 SH 8 de agosto de 2026 Diario
VFVA · VANGUARD WELLINGTON FUND 0,10% 7 868 SH 8 de agosto de 2026 Diario
ISCB · iShares Trust 0,09% 1 785 SH 8 de agosto de 2026 Diario
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,09% 17 957 NS 30 de abril de 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,09% 118 028 NS 31 de mayo de 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,09% 8 220 SH 8 de agosto de 2026 Diario
MIDU · Direxion Shares ETF Trust 0,09% 723 NS 30 de abril de 2026 N-PORT
SMLF · iShares Trust 0,09% 25 185 SH 8 de agosto de 2026 Diario
SMMD · iShares Trust 0,09% 22 160 SH 8 de agosto de 2026 Diario
DFAS · Dimensional ETF Trust 0,08% 104 914 NS 30 de abril de 2026 N-PORT
IYJ · iShares Trust 0,08% 9 976 SH 8 de agosto de 2026 Diario
UMDD · ProShares Trust 0,08% 211 NS 31 de mayo de 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0,07% 12 875 NS 30 de abril de 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,06% 3 458 SH 8 de agosto de 2026 Diario
WSML · iShares Trust 0,06% 2 729 SH 8 de agosto de 2026 Diario
AFMC · First Trust Exchange-Traded Fund VI… 0,06% 867 NS 31 de mayo de 2026 N-PORT
VIS · VANGUARD WORLD FUND 0,06% 52 215 SH 8 de agosto de 2026 Diario
IWS · iShares Trust 0,06% 60 771 SH 8 de agosto de 2026 Diario
AVMC · AMERICAN CENTURY ETF TRUST 0,05% 1 823 NS 31 de mayo de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,05% 497 862 SH 8 de agosto de 2026 Diario
VB · VANGUARD INDEX FUNDS 0,05% 981 285 SH 8 de agosto de 2026 Diario
IWR · iShares Trust 0,05% 177 447 SH 8 de agosto de 2026 Diario
AVMV · AMERICAN CENTURY ETF TRUST 0,05% 2 523 NS 31 de mayo de 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,04% 1 318 NS 30 de abril de 2026 N-PORT
FYEE · Fidelity Greenwood Street Trust 0,04% 654 NS 30 de abril de 2026 N-PORT
AVUQ · AMERICAN CENTURY ETF TRUST 0,04% 865 NS 31 de mayo de 2026 N-PORT
FHEQ · Fidelity Greenwood Street Trust 0,04% 2 773 NS 30 de abril de 2026 N-PORT