PRCH Porch Group, Inc. - Common Stock
PRCH Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
PRCH 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
PRCH Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 4 30,8%
- Compra 7 53,8%
- Mantener 2 15,4%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
6 analistas · 2026-08-13Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.05 | $-0.04 | 0.09% |
| 31 de marzo de 2026 | $-0.04 | $-0.08 | 0.04% |
| 31 de diciembre de 2025 | $-0.03 | $-0.07 | 0.04% |
| 30 de septiembre de 2025 | $-0.10 | $-0.03 | -0.07% |
| 30 de junio de 2025 | $0.03 | $-0.09 | 0.12% |
| 31 de marzo de 2025 | $0.08 | $-0.11 | 0.19% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| PRCH | $1.13B | -304.3 | 10.2% | -0.70% | 9.9% | 70.5% |
| NCNO | $2.43B | 427.2 | 10.0% | 0.87% | 0.49% | 60.6% |
| ALKT | $2.45B | -50.2 | 32.9% | -10.7% | -13.5% | 57.8% |
| ASAN | $2.44B | -12.8 | 9.2% | -23.9% | -99.8% | 89.0% |
| BLKB | $2.96B | 26.7 | -2.3% | 10.2% | 145.7% | 58.8% |
| VERX | — | — | 12.2% | 0.96% | 2.8% | 64.3% |
| EVCM | $2.16B | 121.1 | 4.8% | 3.0% | 2.4% | — |
| VIA | $0 | -9.9 | 28.6% | -22.2% | 53.6% | 39.6% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $482M | $438M | $430M | $276M | $192M | $72M | $78M | |
| Cost of Revenue | $142M | $236M | $229M | $108M | $59M | $18M | $22M | |
| Gross Profit | $340M | $202M | $201M | · | · | · | · | |
| SG&A Expense | $105M | $95M | $101M | $110M | $85M | $28M | $52M | |
| Operating Expenses | · | $502M | $621M | $453M | $276M | $115M | $166M | |
| Operating Income | $37M | $-65M | $-190M | $-177M | $-83M | $-42M | $-88M | |
| Interest Expense | · | · | $32M | $9M | $6M | $15M | $7M | |
| Interest Income | $2M | $2M | $4M | $717.0K | $33.0K | · | · | |
| Other Non-op | $14M | $29M | $4M | $571.0K | $340.0K | $-7M | $-7M | |
| Pretax Income | $27M | $-31M | $-133M | $-156M | $-117M | $-56M | $-103M | |
| Income Tax | $11M | $2M | $622.0K | $842.0K | $-10M | $-2M | $96.0K | |
| Net Income | $-3M | $-33M | $-134M | $-157M | $-107M | $-54M | $-103M | |
| EPS (Basic) | $-0.03 | $-0.33 | $-1.39 | $-1.61 | $-1.14 | $-1.96 | $-3.31 | |
| EPS (Diluted) | $-0.03 | $-0.33 | $-1.39 | $-1.61 | $-1.14 | $-2.03 | $-3.31 | |
| Shares (Basic) | 103,688,000 | 99,585,000 | 96,057,000 | 97,351,000 | 93,885,000 | 36,344,234 | 31,170,351 | |
| Shares (Diluted) | 103,688,000 | 99,585,000 | 96,057,000 | 97,351,000 | 93,885,000 | 36,374,215 | 31,170,351 | |
| EBITDA | $61M | $-39M | $-166M | $-149M | $-67M | $-36M | · |
Balance general 28
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $45M | $168M | $258M | $215M | $316M | $196M | $4M | |
| Short-term Investments | $13M | $24M | $36M | $37M | $9M | · | · | |
| Receivables | $11M | $19M | $24M | $26M | $29M | $4M | $5M | |
| Prepaid Expense | $6M | $8M | $13M | $11M | $14M | $4M | $1M | |
| Other Current Assets | $5M | $7M | · | · | · | · | · | |
| Current Assets | $88M | $365M | $481M | $611M | $605M | $216M | $10M | |
| PP&E (Net) | $28M | $23M | $17M | $12M | $7M | $5M | $7M | |
| PP&E (Gross) | $58M | $46M | $36M | $29M | $25M | $14M | $14M | |
| Accum. Depreciation | $30M | $23M | $19M | $17M | $18M | $9M | $7M | |
| Goodwill | $192M | $192M | $192M | $245M | $226M | $28M | $18M | |
| Intangibles | $30M | $69M | $87M | $108M | $130M | $16M | $10M | |
| Other Non-current Assets | $7M | $7M | $19M | $6M | $684.0K | $378.0K | $530.0K | |
| Total Assets | $797M | $814M | $899M | $1.05B | $1.04B | $268M | $48M | |
| Accounts Payable | $4M | $5M | $9M | $6M | $7M | $9M | $5M | |
| Accrued Liabilities | $15M | $15M | · | · | · | · | $26.7K | |
| Current Liabilities | $68M | $414M | $462M | $516M | $363M | $32M | $57M | |
| Capital Leases | $1M | $1M | $2M | $3M | $3M | · | · | |
| Other Non-current Liabilities | $15M | $39M | $37M | $29M | $12M | $4M | $7M | |
| Total Liabilities | $775M | $857M | $935M | $970M | $822M | $161M | $108M | |
| Long-term Debt | $393M | $404M | $436M | $442M | $415M | $48M | $49M | |
| Total Debt | $393M | $404M | $436M | $442M | $415M | $48M | · | |
| Common Stock | $11.0K | $10.0K | $10.0K | $10.0K | $10.0K | $8.0K | $3.0K | |
| Paid-in Capital | $623M | $717M | $690M | $671M | $641M | $425M | $203M | |
| Retained Earnings | $-648M | $-755M | $-722M | $-585M | $-424M | $-318M | $-263M | |
| AOCI | $642.0K | $-5M | $-4M | $-6M | $-259.0K | · | · | |
| Stockholders' Equity | $-25M | $-43M | $-36M | $79M | $217M | $107M | $-60M | |
| Liabilities + Equity | $797M | $814M | $899M | $1.05B | $1.04B | $268M | $48M | |
| Shares Outstanding | 124,100,000 | 119,800,000 | 97,100,000 | 98,500,000 | 97,961,597 | 81,669,151 | 34,197,822 |
Flujo de Efectivo 16
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $24M | $26M | $24M | $28M | $16M | $7M | $7M | |
| Stock-based Comp | $29M | $27M | $21M | $27M | $39M | $11M | $36M | |
| Deferred Tax | $626.0K | $1M | $223.0K | · | · | $-30.0K | $29.0K | |
| Amort. of Intangibles | $15M | $18M | $19M | $24M | $12M | $3M | $4M | |
| Other Non-cash | $16M | $-52M | $123M | $84M | $17M | $-13M | · | |
| Operating Cash Flow | $66M | $-32M | $34M | $-18M | $-35M | $-49M | $-29M | |
| CapEx | $454.0K | $523.0K | $851.0K | $2M | $972.0K | $279.0K | $478.0K | |
| Investing Cash Flow | $-72M | $-45M | $-56M | $-80M | $-263M | $-11M | $-5M | |
| Stock Repurchased | $0 | $0 | $6M | $2M | $0 | $42.0K | · | |
| Net Stock Activity | $0 | $0 | $-6M | $-2M | · | $-42.0K | · | |
| Dividends Paid | · | · | · | · | · | $30M | · | |
| Financing Cash Flow | $-22M | $-24M | $91M | $1M | $416M | $260M | $34M | |
| Net Change in Cash | $-28M | $-100M | $69M | $-96M | $117M | · | · | |
| Taxes Paid | $562.0K | $621.0K | $-2M | $-674.0K | $0 | · | · | |
| Free Cash Flow | $66M | $-32M | $33M | $-20M | $-36M | $-49M | · | |
| Levered FCF | · | · | $1M | $-29M | $-41M | $-63M | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 70.5% | · | · | · | · | · | · | |
| Operating Margin | 7.6% | -14.8% | -44.2% | -64.2% | -43.3% | -58.4% | · | |
| Net Margin | -0.70% | -7.5% | -31.1% | -56.7% | -55.4% | -74.7% | · | |
| Pretax Margin | 5.5% | -7.0% | -31.0% | -56.4% | -60.7% | -77.1% | · | |
| EBITDA Margin | 12.7% | -8.9% | -38.6% | -54.0% | -34.8% | -49.2% | · | |
| ROA | -0.42% | -3.8% | -13.8% | -14.6% | -16.3% | -34.1% | · | |
| ROE | 9.9% | 45.2% | 367.6% | -163.1% | -52.1% | -461.0% | · | |
| ROIC | 5.7% | -19.1% | -47.8% | -34.2% | -12.0% | -26.4% | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 0.9 | 1.0 | 1.2 | 1.7 | 6.8 | 9.5 | |
| Quick Ratio | 1.0 | 0.5 | 0.7 | 0.5 | 1.0 | 6.3 | 8.3 | |
| Debt / Equity | -16.0 | -9.3 | -12.2 | 5.6 | 1.9 | 0.4 | · | |
| LT Debt / Equity | -15.6 | -9.3 | -12.2 | 5.4 | 1.9 | 0.4 | · | |
| Interest Coverage | · | · | -6.0 | -20.3 | -14.5 | -2.9 | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.5 | 0.4 | 0.3 | 0.3 | 0.5 | · | |
| Receivables Turnover | 31.7 | 20.2 | 17.0 | 8.9 | 11.7 | 16.1 | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.2% | 1.8% | 55.9% | 43.4% | 166.2% | · | · | |
| Revenue CAGR 3Y | 20.5% | 31.5% | 81.2% | · | · | · | · | |
| Revenue CAGR 5Y | 46.2% | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $482M | $438M | $430M | $276M | $192M | $72M | $78M | |
| Net Income TTM | $-3M | $-33M | $-134M | $-157M | $-107M | $-54M | $-103M | |
| Market Cap | $1.13B | $589M | $299M | $185M | $1.53B | $1.17B | · | |
| Enterprise Value | $1.47B | $802M | $441M | $375M | $1.62B | $1.02B | · | |
| P/E | -304.3 | -14.9 | -2.2 | -1.2 | -13.7 | -7.0 | · | |
| P/S | 2.3 | 1.3 | 0.7 | 0.7 | 7.9 | 16.1 | · | |
| P/B | -46.0 | -13.6 | -8.4 | 2.3 | 7.0 | 10.9 | · | |
| P / Tangible Book | · | · | · | · | · | 18.5 | · | |
| P / Cash Flow | 17.1 | -18.6 | 8.8 | -10.4 | -43.9 | -23.9 | · | |
| P / FCF | 17.2 | -18.3 | 9.0 | -9.2 | -42.7 | -23.8 | · | |
| EV / EBITDA | 24.1 | -20.5 | -2.7 | -2.5 | -24.1 | -28.6 | · | |
| EV / FCF | 22.3 | -24.9 | 13.3 | -18.7 | -45.2 | -20.8 | · | |
| EV / Revenue | 3.0 | 1.8 | 1.0 | 1.4 | 8.4 | 14.1 | · | |
| Dividend Yield | · | · | · | · | · | 2.6% | · | |
| Earnings Yield | -0.33% | -6.7% | -45.1% | -85.6% | -7.3% | -14.2% | · | |
| Payout Ratio | · | · | · | · | · | -55.5% | · | |
| Annual Payout | · | · | · | · | · | $30M | · |
Estado de resultados 17
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $141M | $121M | $140M | $118M | $126M | $105M | $100M | $111M | $111M | $115M | $115M | $130M | $99M | $87M | $64M | $77M | |
| Cost of Revenue | $53M | $30M | $29M | $31M | $43M | $39M | $14M | $49M | $94M | $78M | $44M | $53M | $81M | $51M | $20M | $33M | |
| Gross Profit | $88M | $91M | $112M | $87M | $83M | $65M | $86M | $62M | $17M | $37M | · | · | · | · | · | · | |
| SG&A Expense | $36M | $26M | $23M | $27M | $31M | $24M | $22M | $24M | $23M | $26M | $24M | $29M | $23M | $26M | $30M | $25M | |
| Operating Expenses | · | · | · | · | · | · | · | $114M | $163M | $150M | · | $129M | $258M | $126M | $98M | $160M | |
| Operating Income | $-4M | $12M | $16M | $16M | $5M | $-1M | $25M | $-3M | $-52M | $-35M | $7M | $199.0K | $-159M | $-39M | $-34M | $-83M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $11M | · | $10M | $9M | $2M | $2M | $2M | |
| Interest Income | $336.0K | $318.0K | $400.0K | $433.0K | $396.0K | $418.0K | $461.0K | $492.0K | $360.0K | $434.0K | $619.0K | $1M | $1M | $720.0K | · | · | |
| Other Non-op | $1M | $1M | $3M | $2M | $1M | $8M | $2M | $2M | $2M | $23M | $2M | $1M | $0 | $762.0K | $607.0K | $70.0K | |
| Pretax Income | $-14M | $4M | $12M | $3M | $7M | $5M | $32M | $14M | $-64M | $-13M | $-2M | $-6M | $-87M | $-39M | $-35M | $-84M | |
| Income Tax | $585.0K | $2M | $7M | $4M | $-1M | $903.0K | $1M | $-183.0K | $688.0K | $178.0K | $588.0K | $116.0K | $29.0K | $-111.0K | $573.0K | $-22.0K | |
| Net Income | $6M | $-5M | $-3M | $-11M | $3M | $8M | $30M | $14M | $-64M | $-13M | $-2M | $-6M | $-87M | $-39M | $-35M | $-84M | |
| EPS (Basic) | $0.05 | $-0.04 | $-0.04 | $-0.10 | $0.03 | $0.08 | $0.32 | $0.14 | $-0.65 | $-0.14 | $-0.01 | $-0.06 | $-0.91 | $-0.41 | $-0.37 | $-0.86 | |
| EPS (Diluted) | $0.05 | $-0.04 | $0.00 | $-0.10 | $0.00 | $0.07 | $0.34 | $0.12 | $-0.65 | $-0.14 | $-0.01 | $-0.06 | $-0.91 | $-0.41 | $-0.37 | $-0.86 | |
| Shares (Basic) | 111,087,000 | 106,073,000 | -205,476,000 | 104,301,000 | 103,160,000 | 101,703,000 | -197,550,000 | 100,430,000 | 99,193,000 | 97,512,000 | -191,252,000 | 96,367,000 | 95,732,000 | 95,210,000 | -193,658,175 | 97,792,485 | |
| Shares (Diluted) | 120,741,000 | 106,073,000 | -245,596,000 | 104,301,000 | 131,679,000 | 113,304,000 | -221,153,000 | 124,033,000 | 99,193,000 | 97,512,000 | -191,252,000 | 96,367,000 | 95,732,000 | 95,210,000 | -193,658,175 | 97,792,485 | |
| EBITDA | $-4M | $17M | · | $16M | $5M | $5M | · | $4M | $-46M | $-28M | · | $6M | $-153M | $-33M | · | $-76M |
Balance general 28
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | $64M | $45M | $73M | $76M | $66M | $168M | $207M | $274M | $279M | · | $343M | $266M | $179M | · | $260M | |
| Short-term Investments | · | $4M | $13M | $12M | $4M | $5M | $24M | $32M | $34M | $31M | · | $29M | $26M | $34M | · | $7M | |
| Receivables | · | $12M | $11M | $13M | $12M | $12M | $19M | $21M | $21M | $21M | · | $27M | $25M | $24M | · | $37M | |
| Prepaid Expense | $5M | $8M | $6M | $10M | $13M | $12M | $8M | $17M | $18M | $17M | · | $46M | $30M | $31M | · | $21M | |
| Other Current Assets | $8M | $5M | $5M | · | · | · | $7M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $93M | $101M | $88M | $116M | $114M | $111M | $365M | $407M | $480M | $480M | · | $562M | $658M | $576M | · | $646M | |
| PP&E (Net) | $30M | $30M | $28M | $28M | $26M | $24M | $23M | $21M | $19M | $18M | · | $16M | $15M | $14M | · | $11M | |
| PP&E (Gross) | $65M | $62M | $58M | $56M | $53M | $49M | $46M | $42M | $40M | $36M | · | $33M | $31M | $31M | · | $27M | |
| Accum. Depreciation | $35M | $32M | $30M | $28M | $26M | $25M | $23M | $21M | $20M | $19M | · | $18M | $16M | $18M | · | $16M | |
| Goodwill | $192M | $192M | $192M | $192M | $192M | $192M | $192M | $192M | $192M | $192M | $192M | $192M | $192M | $247M | $245M | $228M | |
| Intangibles | · | $29M | $30M | $32M | $35M | $38M | $69M | $73M | $78M | $83M | · | $92M | $97M | $102M | · | $112M | |
| Other Non-current Assets | · | $6M | $7M | $7M | $7M | $7M | $7M | $8M | $6M | $6M | · | $6M | $2M | $2M | · | $3M | |
| Total Assets | $819M | $807M | $797M | $788M | $771M | $802M | $814M | $867M | $876M | $881M | · | $967M | $1.05B | $1.02B | · | $1.07B | |
| Accounts Payable | $3M | $3M | $4M | $5M | $4M | $6M | $5M | $5M | $3M | $5M | · | $9M | $9M | $6M | · | $7M | |
| Accrued Liabilities | $15M | $15M | $15M | · | · | · | $15M | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $65M | $79M | $68M | $87M | $66M | $73M | $414M | $492M | $487M | $444M | · | $522M | $604M | $517M | · | $504M | |
| Capital Leases | · | · | $1M | · | · | · | $1M | · | · | · | · | $2M | $2M | $3M | · | $3M | |
| Other Non-current Liabilities | $11M | $12M | $15M | $15M | $18M | $32M | $39M | $54M | $54M | $49M | · | $23M | $24M | $26M | · | $25M | |
| Total Liabilities | $800M | $780M | $775M | $777M | $773M | $834M | $857M | $944M | $978M | $925M | · | $1.00B | $1.08B | $971M | · | $957M | |
| Long-term Debt | $405M | $399M | $393M | $387M | $394M | $409M | $404M | $399M | $437M | $432M | · | $433M | $432M | $436M | · | $431M | |
| Total Debt | $405M | $399M | · | $387M | $394M | $409M | · | $399M | $437M | $432M | · | $433M | $432M | $436M | · | $431M | |
| Common Stock | $11.0K | $11.0K | $11.0K | $10.0K | $10.0K | $10.0K | $10.0K | $10.0K | $10.0K | $10.0K | · | $10.0K | $10.0K | $10.0K | · | $10.0K | |
| Paid-in Capital | $639M | $630M | $623M | $617M | $604M | $584M | $717M | $709M | $703M | $696M | · | $690M | $683M | $677M | · | $664M | |
| Retained Earnings | $-650M | $-655M | $-648M | $-645M | $-634M | $-637M | $-755M | $-785M | $-800M | $-735M | · | $-720M | $-714M | $-627M | · | $-543M | |
| AOCI | $-525.0K | $-316.0K | $642.0K | $350.0K | $298.0K | $284.0K | $-5M | $-1M | $-5M | $-5M | · | $-8M | $-6M | $-5M | · | $-7M | |
| Stockholders' Equity | $-12M | $-25M | $-25M | $-28M | $-29M | $-52M | $-43M | $-77M | $-102M | $-44M | · | $-37M | $-37M | $45M | $79M | $115M | |
| Liabilities + Equity | $819M | $807M | $797M | $788M | $771M | $802M | $814M | $867M | $876M | $881M | · | $967M | $1.05B | $1.02B | · | $1.07B | |
| Shares Outstanding | · | · | 124,100,000 | · | · | · | 119,800,000 | 118,900,000 | 104,500,000 | 97,900,000 | · | 98,482,323 | 98,168,956 | 97,018,032 | · | 100,410,325 |
Flujo de Efectivo 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $5M | $7M | $6M | $5M | $6M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $9M | |
| Stock-based Comp | $8M | $7M | $9M | $7M | $8M | $5M | $8M | $7M | $7M | $5M | $432.0K | $7M | $6M | $7M | $6M | $5M | |
| Amort. of Intangibles | $8M | $3M | $3M | $4M | $4M | $4M | $5M | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $8M | |
| Other Non-cash | · | $5M | · | · | · | $-30M | · | · | · | $10M | · | · | · | $4M | · | · | |
| Operating Cash Flow | $41M | $13M | $1M | $41M | $36M | $-11M | $-27M | $12M | $-26M | $8M | $-41M | $84M | $13M | $-22M | $-7M | $-8M | |
| CapEx | $372.0K | $176.0K | $92.0K | $91.0K | $206.0K | $65.0K | $192.0K | $245.0K | $45.0K | $41.0K | $75.0K | $104.0K | $316.0K | $356.0K | $364.0K | $447.0K | |
| Investing Cash Flow | $-25M | $-390.0K | $-23M | $-24M | $-6M | $-19M | $7M | $-61M | $-4M | $13M | $-22M | $-26M | $-3M | $-5M | $-33M | $-8M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $191.0K | · | · | |
| Stock Repurchased | $0 | $3M | · | · | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6M | $2M | · | |
| Net Stock Activity | · | $-3M | · | · | · | · | · | · | · | $0 | · | · | · | $-5M | · | · | |
| Financing Cash Flow | $306.0K | $-2M | $-2M | $-12M | $-8M | $-229.0K | $-442.0K | $-20M | $-625.0K | $-3M | $-1M | $-558.0K | $100M | $-7M | $-8M | $11M | |
| Net Change in Cash | $16M | $10M | $-24M | $5M | $22M | $-31M | $-20M | $-69M | $-31M | $19M | $-64M | $57M | $111M | $-34M | $-48M | · | |
| Taxes Paid | $5M | $8M | $111.0K | $102.0K | $260.0K | $89.0K | $75.0K | $8.0K | $712.0K | $174.0K | $93.0K | $-80.0K | $-5M | $2M | · | · | |
| Free Cash Flow | · | $13M | · | · | · | $-11M | · | · | · | $8M | · | · | · | $-22M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-3M | · | · | · | $-25M | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 62.2% | 75.0% | · | 73.6% | 63.6% | 62.5% | · | · | · | · | · | · | · | · | · | · | |
| Operating Margin | -2.9% | 9.8% | · | 13.8% | 4.2% | -1.2% | · | -2.2% | -47.3% | -30.0% | · | 0.15% | -161.4% | -44.1% | · | -112.7% | |
| Net Margin | 4.0% | -3.9% | · | -9.2% | 2.2% | 8.0% | · | 12.9% | -58.0% | -11.6% | · | -4.4% | -88.0% | -44.3% | · | -114.6% | |
| Pretax Margin | -9.6% | 3.1% | · | 2.8% | 6.0% | 4.4% | · | 12.8% | -57.4% | -11.4% | · | -4.3% | -88.0% | -44.5% | · | -114.7% | |
| EBITDA Margin | -2.9% | 14.0% | · | 13.8% | 4.2% | 4.5% | · | 3.2% | -41.8% | -24.6% | · | 5.0% | -155.1% | -37.2% | · | -101.1% | |
| ROA | 0.70% | -0.59% | · | -1.3% | 0.31% | 1.0% | · | 1.6% | -6.7% | -1.4% | · | -0.56% | -8.0% | -3.8% | · | -8.1% | |
| ROE | -27.2% | 12.1% | · | 20.7% | -3.9% | -17.4% | · | -25.2% | 92.8% | -1884.6% | · | -14.7% | -107.2% | -29.8% | · | -56.2% | |
| ROIC | -1.1% | 1.6% | · | -1.3% | 1.6% | -0.29% | · | -0.79% | -15.8% | -9.0% | · | 0.05% | -40.3% | -8.0% | · | -15.5% |
Liquidez y Solvencia 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.4 | 1.3 | · | 1.3 | 1.7 | 1.5 | · | 0.8 | 1.0 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.3 | |
| Quick Ratio | · | 1.0 | · | 1.1 | 1.4 | 1.1 | · | 0.5 | 0.7 | 0.7 | · | 0.8 | 0.5 | 0.5 | · | 0.6 | |
| Debt / Equity | -34.2 | -15.7 | · | -13.9 | -13.5 | -7.8 | · | -5.2 | -4.3 | -9.9 | · | -11.6 | -11.8 | 9.6 | · | 3.7 | |
| LT Debt / Equity | -33.6 | -15.4 | · | -13.6 | -13.5 | -7.8 | · | -5.2 | -4.3 | -9.9 | · | -11.6 | -11.6 | 9.4 | · | 3.7 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -3.2 | · | 0.0 | -18.2 | -17.6 | · | -40.7 |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | · | 10.0 | · | 6.8 | 7.1 | 6.3 | · | 4.6 | 4.8 | 5.2 | · | 4.1 | 3.1 | 3.3 | · | 2.1 |
Valoración (TTM) 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $506M | $463M | · | $453M | $446M | $442M | · | $467M | $455M | $431M | · | $380M | $328M | $300M | · | $275M | |
| Net Income TTM | $-7M | $-5M | · | $14M | $-39M | $-55M | · | $-69M | $-170M | $-145M | · | $-167M | $-246M | $-186M | · | $-126M | |
| Market Cap | · | · | · | · | · | · | · | $183M | $158M | $422M | · | $79M | $135M | $139M | · | $226M | |
| Enterprise Value | · | · | · | · | · | · | · | $343M | $286M | $544M | · | $140M | $276M | $361M | · | $390M | |
| P/E | -167.1 | -102.4 | · | 186.4 | -25.6 | -12.2 | · | -2.1 | -0.9 | -2.8 | · | -0.5 | -0.5 | -0.7 | · | -1.7 | |
| P/S | · | · | · | · | · | · | · | 0.4 | 0.3 | 1.0 | · | 0.2 | 0.4 | 0.5 | · | 0.8 | |
| P/B | · | · | · | · | · | · | · | -2.4 | -1.5 | -9.6 | · | -2.1 | -3.7 | 3.1 | · | 2.0 | |
| P / Cash Flow | · | · | · | · | · | · | · | · | · | 49.8 | · | · | · | -6.3 | · | · | |
| P / FCF | · | · | · | · | · | · | · | · | · | 50.1 | · | · | · | -6.2 | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | 96.7 | -6.2 | -19.2 | · | 21.7 | -1.8 | -11.1 | · | -5.1 | |
| EV / FCF | · | · | · | · | · | · | · | · | · | 64.6 | · | · | · | -16.1 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | 0.7 | 0.6 | 1.3 | · | 0.4 | 0.8 | 1.2 | · | 1.4 | |
| Earnings Yield | -0.60% | -0.98% | · | 0.54% | -3.9% | -8.2% | · | -47.6% | -116.6% | -35.3% | · | -216.7% | -184.1% | -133.6% | · | -58.7% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| Ingresos | $482M | $438M | $430M | $276M | — |
| Margen Bruto % | 70.5% | — | — | — | — |
| Margen Operativo % | 7.6% | -14.8% | -44.2% | -64.2% | — |
| Beneficio neto | $-3M | $-33M | $-134M | $-157M | — |
| EPS Diluido | $-0.03 | $-0.33 | $-1.39 | $-1.61 | — |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | -16.0 | -9.3 | -12.2 | 5.6 | — |
| Ratio corriente | 1.3 | 0.9 | 1.0 | 1.2 | — |
| Ratio Rápido | 1.0 | 0.5 | 0.7 | 0.5 | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $66M | $-32M | $33M | $-20M | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 217 declarantes · $1.0B 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.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 45 (+9 vs trimestre anterior) | 29 (-7 vs trimestre anterior) | 76 (0 vs trimestre anterior) | 57 (0 vs trimestre anterior) | +5.1M |
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 |
|---|---|---|---|---|
| Granahan Investment Management, LLC | $186 400 646 | 12 393 660 | 18,23% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $67 806 968 | 4 508 442 | 6,63% | Acciones |
| GILDER GAGNON HOWE & CO LLC | $65 905 130 | 4 381 990 | 6,45% | Acciones |
| D. E. Shaw & Co., Inc. | $60 666 878 | 4 033 702 | 5,93% | Acciones |
| Park West Asset Management LLC | $53 193 622 | 3 536 810 | 5,20% | Acciones |
| STATE STREET CORP | $37 322 031 | 2 481 518 | 3,65% | Acciones |
| Portolan Capital Management, LLC | $36 945 023 | 2 456 451 | 3,61% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $35 206 700 | 2 340 871 | 3,44% | Acciones |
| GOLDMAN SACHS GROUP INC | $34 859 276 | 2 317 771 | 3,41% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $33 777 492 | 2 245 325 | 3,30% | Acciones |
| Driehaus Capital Management LLC | $32 275 675 | 2 145 989 | 3,16% | Acciones |
| Divisadero Street Capital Management, LP | $31 669 653 | 2 105 695 | 3,10% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $23 348 442 | 1 552 423 | 2,28% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $23 273 693 | 1 547 453 | 2,28% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $19 507 632 | 1 297 050 | 1,91% | Acciones |
| FMR LLC | $17 791 779 | 1 182 964 | 1,74% | Acciones |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $15 682 073 | 1 042 691 | 1,53% | Acciones |
| Parallax Volatility Advisers, L.P. | $13 047 200 | 867 500 | 1,28% | Opción de venta |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12 781 774 | 849 852 | 1,25% | Acciones |
| G2 Investment Partners Management LLC | $11 070 132 | 736 046 | 1,08% | Acciones |
| Zweig-DiMenna Associates LLC | $10 433 820 | 693 738 | 1,02% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $10 214 130 | 679 131 | 1,00% | Acciones |
| Beartown Capital Management, LLC | $10 076 800 | 670 000 | 0,99% | Acciones |
| MOODY NATIONAL BANK TRUST DIVISION | $9 909 134 | 658 852 | 0,97% | Acciones |
| AYAL Capital Advisors Ltd | $9 758 388 | 648 829 | 0,95% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9 645 242 | 641 306 | 0,94% | Acciones |
| ArrowMark Colorado Holdings LLC | $6 980 214 | 464 110 | 0,68% | Acciones |
| NATIXIS | $6 784 544 | 451 100 | 0,66% | Acciones |
| Pembroke Management, LTD | $6 194 359 | 411 859 | 0,61% | Acciones |
| VANGUARD GROUP INC | $5 960 146 | 652 809 | 0,58% | Acciones |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | $5 700 882 | 379 048 | 0,56% | Acciones |
| GLOBEFLEX CAPITAL L P | $5 149 335 | 342 376 | 0,50% | Acciones |
| ASHFORD CAPITAL MANAGEMENT INC | $4 991 611 | 696 180 | 0,49% | Acciones |
| Alpha Wave Global, LP | $4 221 307 | 280 672 | 0,41% | Acciones |
| Schneider Downs Wealth Management Advisors, LP | $4 124 209 | 274 216 | 0,40% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $3 830 462 | 254 685 | 0,37% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3 063 648 | 203 700 | 0,30% | Opción de compra |
| Viewpoint Capital Management LLC | $2 995 968 | 199 200 | 0,29% | Acciones |
| BOOTHBAY FUND MANAGEMENT, LLC | $2 968 415 | 197 368 | 0,29% | Acciones |
| CITADEL ADVISORS LLC | $2 884 672 | 191 800 | 0,28% | Opción de compra |
| Panoramic Capital, LLC | $2 856 096 | 189 900 | 0,28% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $2 851 629 | 189 603 | 0,28% | Acciones |
| WELLS FARGO & COMPANY/MN | $2 738 634 | 182 090 | 0,27% | Acciones |
| Swiss National Bank | $2 436 480 | 162 000 | 0,24% | Acciones |
| JANE STREET GROUP, LLC | $2 416 928 | 160 700 | 0,24% | Opción de compra |
| Bank of New York Mellon Corp | $2 397 105 | 159 382 | 0,23% | Acciones |
| Diametric Capital, LP | $2 256 000 | 150 000 | 0,22% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2 171 866 | 144 406 | 0,21% | Acciones |
| BlackRock, Inc. | $2 144 298 | 142 573 | 0,21% | Acciones |
| Quantinno Capital Management LP | $2 048 012 | 136 171 | 0,20% | Acciones |
| FIFTH THIRD BANCORP | $1 980 708 | 131 696 | 0,19% | Acciones |
| GatePass Capital, LLC | $1 955 546 | 130 023 | 0,19% | Acciones |
| AE Wealth Management LLC | $1 902 680 | 126 508 | 0,19% | Acciones |
| RHUMBLINE ADVISERS | $1 880 306 | 125 021 | 0,18% | Acciones |
| Concurrent Investment Advisors, LLC | $1 754 777 | 116 674 | 0,17% | Acciones |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $1 678 193 | 111 582 | 0,16% | Acciones |
| PANAGORA ASSET MANAGEMENT INC | $1 664 026 | 110 640 | 0,16% | Acciones |
| D.A. DAVIDSON & CO. | $1 627 900 | 108 238 | 0,16% | Acciones |
| Veradace Capital Management LLC | $1 585 532 | 105 421 | 0,16% | Acciones |
| BRIGHTON JONES LLC | $1 509 926 | 100 394 | 0,15% | Acciones |
| BANK OF AMERICA CORP /DE/ | $1 389 035 | 92 356 | 0,14% | Acciones |
| TWO SIGMA ADVISERS, LP | $1 248 071 | 136 700 | 0,12% | Acciones |
| RAM Investment Partners, LLC | $1 217 338 | 80 940 | 0,12% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $1 214 630 | 80 760 | 0,12% | Acciones |
| Corient Private Wealth LP | $1 070 129 | 71 152 | 0,10% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 061 252 | 70 562 | 0,10% | Acciones |
| Ares Systematic Credit Ltd | $983 451 | 65 389 | 0,10% | Acciones |
| Point72 Asset Management, L.P. | $983 195 | 65 372 | 0,10% | Acciones |
| CITADEL ADVISORS LLC | $907 559 | 60 343 | 0,09% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $894 339 | 59 464 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $864 665 | 57 491 | 0,08% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $857 280 | 57 000 | 0,08% | Opción de venta |
| EMERALD MUTUAL FUND ADVISERS TRUST | $846 978 | 56 315 | 0,08% | Acciones |
| LPL Financial LLC | $817 499 | 54 355 | 0,08% | Acciones |
| Werba Rubin Papier Wealth Management | $807 783 | 53 709 | 0,08% | Acciones |
| SIMPLEX TRADING, LLC | $765 596 | 50 904 | 0,07% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $756 557 | 50 303 | 0,07% | Acciones |
| Potomac Capital Management, Inc. | $752 000 | 50 000 | 0,07% | Acciones |
| JANE STREET GROUP, LLC | $726 823 | 48 326 | 0,07% | Acciones |
| Boston Partners | $709 510 | 47 175 | 0,07% | Acciones |
| Russell Investments Group, Ltd. | $703 480 | 46 774 | 0,07% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $679 788 | 94 810 | 0,07% | Acciones |
| Centiva Capital, LP | $677 748 | 45 063 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $675 672 | 44 925 | 0,07% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $649 831 | 90 632 | 0,06% | Acciones |
| Clarius Group, LLC | $647 891 | 88 874 | 0,06% | Acciones |
| CITIGROUP INC | $637 651 | 42 397 | 0,06% | Acciones |
| HSBC HOLDINGS PLC | $587 400 | 39 370 | 0,06% | Acciones |
| Invesco Ltd. | $583 462 | 38 794 | 0,06% | Acciones |
| Vanguard Global Advisers, LLC | $562 195 | 37 380 | 0,05% | Acciones |
| Quantbot Technologies LP | $559 383 | 37 193 | 0,05% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $515 872 | 34 300 | 0,05% | Acciones |
| Caprock Group, LLC | $510 683 | 33 955 | 0,05% | Acciones |
| Chicago Partners Investment Group LLC | $501 520 | 43 123 | 0,05% | Acciones |
| DIVERSIFIED TRUST CO | $500 636 | 33 287 | 0,05% | Acciones |
| CITADEL ADVISORS LLC | $490 304 | 32 600 | 0,05% | Opción de venta |
| XTX Topco Ltd | $471 233 | 31 332 | 0,05% | Acciones |
| Balyasny Asset Management L.P. | $463 367 | 30 809 | 0,05% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $432 776 | 28 775 | 0,04% | Acciones |
| BARCLAYS PLC | $431 197 | 28 670 | 0,04% | Acciones |
Informantes de la empresa 19 insiders · 3 directivos · 12 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Ehrlichman Matt | CEO, Chairman and Founder | 10 de febrero de 2022 A | 9 183 133 | 0 | 0 | $0 |
| Martin L. Heimbigner | Chief Financial Officer | 23 de diciembre de 2021 M | 44 758 | 0 | 0 | $0 |
| Matthew Neagle | Chief Operating Officer | 1 de enero de 2022 F | 451 773 | 0 | 0 | $0 |
| Amanda L Reierson | Consejero | 10 de junio de 2026 A | 167 315 | 0 | 0 | $0 |
| Sean Davis Kell | Consejero | 10 de junio de 2026 A | 313 647 | 0 | 0 | $0 |
| Camilla Velasquez | Consejero | 10 de junio de 2026 A | 219 291 | 0 | 0 | $0 |
| Maurice Tulloch | Consejero | 10 de junio de 2026 A | 141 706 | 0 | 0 | $0 |
| Regi Vengalil | Consejero | 10 de junio de 2026 A | 181 843 | 0 | 0 | $0 |
| Alan R Pickerill | Consejero | 10 de junio de 2026 A | 198 356 | 0 | 0 | $0 |
| Rachel Lam | Consejero | 10 de junio de 2026 A | 193 931 | 0 | 0 | $0 |
| Asha Sharma | Consejero | 23 de diciembre de 2021 A | 67 159 | 0 | 0 | $0 |
| Chris Terrill | Consejero | 23 de diciembre de 2021 A | 7 361 | 0 | 0 | $0 |
| HANAUER JOE F | Consejero | 17 de febrero de 2021 G | 91 174 | 0 | 0 | $0 |
| Milton Joseph Beck | Consejero | 23 de diciembre de 2020 J | 697 917 | 0 | 0 | $0 |
| HC PropTech Partners I LLC | Propietario del 10% | 23 de diciembre de 2020 M | 0 | 0 | 0 | $0 |
| Shawn Tabak | — | 5 de agosto de 2026 S | 215 495 | 0 | 3 | $-851 372 |
| Javier Saade | — | 9 de junio de 2021 M | 9 804 | 0 | 0 | $0 |
| Thomas D Hennessy | — | 9 de junio de 2021 M | 705 465 | 0 | 0 | $0 |
| Margaret M. Whelan | — | 9 de junio de 2021 M | 43 230 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Ehrlichman Matt ×4 presentaciones | 27 de mayo de 2026 | 21,00% | Enmienda | — | SEC |
| St. Denis J. Villere & Company, L.L.C. (2), George V. Young (2), St. Denis J. Villere II (2), St. Denis J. Villere III (2), Lamar G. Villere (2) | 9 de noviembre de 2023 | — | Presentación inicial | — | SEC |
| Matthew A. Ehrlichman ×8 presentaciones | 29 de septiembre de 2023 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 33 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 |
|---|---|---|---|---|
| IWC · iShares Trust | 0,34% | 331 149 SH | 8 de agosto de 2026 | Diario |
| HAPS · Harbor ETF Trust | 0,15% | 24 731 NS | 30 de abril de 2026 | N-PORT |
| IWN · iShares Trust | 0,09% | 808 899 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,08% | 76 125 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,06% | 53 998 NS | 31 de mayo de 2026 | N-PORT |
| IWM · iShares Trust | 0,05% | 2 497 184 SH | 8 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,04% | 561 413 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,04% | 25 913 SH | 8 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,03% | 406 038 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,03% | 37 963 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 4 123 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 479 182 NS | 31 de mayo de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 1 175 778 SH | 8 de agosto de 2026 | Diario |
| ISCB · iShares Trust | 0,02% | 3 655 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,02% | 6 502 SH | 8 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,01% | 3 225 NS | 31 de mayo de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 2 200 SH | 8 de agosto de 2026 | Diario |
| FTEC · FIDELITY COVINGTON TRUST | 0,01% | 208 914 NS | 30 de abril de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 10 805 SH | 8 de agosto de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,01% | 1 684 025 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,01% | 92 013 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,01% | 3 260 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 2 912 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 82 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 136 354 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 28 581 SH | 8 de agosto de 2026 | Diario |
| DFUS · Dimensional ETF Trust | 0,00% | 30 338 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 4 129 NS | 30 de abril de 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,00% | 298 NS | 31 de mayo de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 43 321 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 41 013 NS | 30 de abril de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 3 230 600 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 8 503 SH | 8 de agosto de 2026 | Diario |