SPSC SPS Commerce, Inc. - Common Stock

NASDAQ · Technology · Ver en SEC EDGAR ↗
$80,82
Precio · Ago 19, 2026
Fundamentales a fecha de Jul 30, 2026

Acerca de SPS Commerce, Inc. - Common Stock Descripción general de la empresa de Wikipedia

SPS Commerce, Inc. is a technology and application software company based in the United States that provides cloud-based supply chain management software. The company's headquarters are located in Minneapolis, Minnesota, but it also has a US office in New Jersey, and international locations in Amsterdam, Beijing, Breukelen, Hong Kong, Kyiv, Melbourne, Montpellier, Sydney, and Toronto.

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SPS Commerce, Inc. is a technology and application software company based in the United States that provides cloud-based supply chain management software. The company's headquarters are located in Minneapolis, Minnesota, but it also has a US office in New Jersey, and international locations in Amsterdam, Beijing, Breukelen, Hong Kong, Kyiv, Melbourne, Montpellier, Sydney, and Toronto.

## History

The company was founded in 1987 (1987), under the name St. Paul Software. In 2000, the company sold its software business to Netherlands-based TIE Commerce. After the sale, the company primarily offered internet-based business-to-business (B2B) exchanges for retailers and manufacturers. St. Paul Software was renamed SPS Commerce in May 2001. SPS Commerce went public in April 2010 when it debuted on the NASDAQ global market.

Acquisitions:

2011: acquired San Diego–based EDI services company Direct EDI for $10.9 million, adding 40 employees in a San Diego office and a development group in Ukraine.

2012: purchased New Jersey–based data analytics firm Edifice for $26M

2014: $14.9M acquisition of LeadTec, an EDI provider headquartered in Melbourne, Australia.

2016: $23M acquisition of ToolBox Solutions

2018: $23M acquisition of CovalentWorks

2019: $11.5M acquisition of long-term technology partner MAPADOC

2020: $100M acquisition of Data Masons

2021: $17M acquisition of Genius Central

2022: $45M acquisition of GCommerce

2022: $49M acquisition of InterTrade

2023: €64.5M acquisition of TIE Kinetix

2024: $25M acquisition of Traverse Systems

2024: $206M acquisition of SupplyPike

2025: $210M acquisition of Carbon6

In December 2025, activist investor Anson Funds Management disclosed a stake in SPS Commerce and pushed the company to explore a sale and consider management changes, arguing the stock price lagged competitors by 40% to 60%.

== References ==

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

Wikidata ↗

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

Precio
$80.82
Capitalización Bursátil
$2.99B
P/E (TTM)
32.4
BPA (TTM)
$2.46
Ingresos (TTM)
$752M
Rendimiento div.
ROE
9.7%
Deuda/Capital
Rango 52S
$49 – $117

SPSC 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 $752M
10-point trend, +289.1%
2016-12-31 2025-12-31
BPA $2.46
10-point trend, +748.3%
2016-12-31 2025-12-31
Flujo de caja libre $152M
10-point trend, +1315.5%
2016-12-31 2025-12-31
Márgenes 12.4%
10-point trend, +3.7%
2016-12-31 2025-12-31

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

Métrica
Tendencia a 5 años
SPSC
Mediana de Pares
P/E (TTM)
5-point trend, -69.2%
32.4
36.3
P/S (TTM) (P/V (TTM))
5-point trend, -66.6%
4.0
5.1
P/B (P/C)
5-point trend, -67.6%
3.1
6.3
Price / FCF (Precio / FCF)
5-point trend, -60.0%
19.6

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

Métrica
Tendencia a 5 años
SPSC
Mediana de Pares
Gross Margin (Margen Bruto)
5-point trend, +5.1%
69.2%
67.8%
Operating Margin (Margen Operativo)
5-point trend, +10.1%
15.7%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +7.3%
12.4%
6.8%
ROA
5-point trend, +8.6%
8.5%
4.3%
ROE
5-point trend, +3.9%
9.7%
7.3%
ROIC
5-point trend, -3.3%
9.2%

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

Métrica
Tendencia a 5 años
SPSC
Mediana de Pares
Current Ratio (Ratio corriente)
5-point trend, -36.6%
2.2
3.6
Quick Ratio (Ratio Rápido)
5-point trend, -49.9%
1.4

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

Métrica
Tendencia a 5 años
SPSC
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +95.1%
17.8%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +95.1%
18.6%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +95.1%
19.2%
EPS YoY (EPS interanual)
5-point trend, +103.3%
20.6%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +109.3%
21.1%

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

Métrica
Tendencia a 5 años
SPSC
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +103.3%
$2.46

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

Métrica
Tendencia a 5 años
SPSC
Mediana de Pares

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

COMPRA 18 analistas
  • Compra fuerte 3 16,7%
  • Compra 5 27,8%
  • Mantener 9 50,0%
  • Venta 1 5,6%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

11 analistas · 2026-08-15
Objetivo mediano $70.00 -13,4%
Objetivo medio $73.18 -9,5%

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

Sorpresa Media
0.11%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $1.27 $1.12 0.15%
31 de marzo de 2026 $1.10 $1.00 0.10%
31 de diciembre de 2025 $1.10 $1.03 0.07%
30 de septiembre de 2025 $1.13 $1.02 0.11%
30 de junio de 2025 $1.00 $0.92 0.08%
31 de marzo de 2025 $1.00 $0.86 0.14%

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

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
SPSC $3.34B 36.2 17.8% 12.4% 9.7% 69.2%
AGYS $2.00B 51.9 15.8% 12.2% 12.4% 62.6%
SOUN
NN
CLSK
INTA $1.93B -48.5 14.6% -7.1% -11.3% 75.8%
AVPT $2.99B 92.6 26.9% 8.3% 7.5% 74.1%
ALRM $2.53B 20.7 7.6% 13.0% 16.0%
FIVN $1.55B 44.6 10.3% 3.4% 5.6% 55.1%
NCNO $2.43B 427.2 10.0% 0.87% 0.49% 60.6%
RAMP 11.8 9.0% 17.9% 15.2% 70.7%

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

Estado de resultados 17
Datos anuales de Estado de resultados para SPSC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +487.4% $752M $638M $537M $451M $385M $313M $279M $248M $220M $193M $159M $128M
Cost of Revenue 12-point trend, +479.2% $232M $211M $182M $153M $132M $100M $92M $82M $74M $64M $50M $40M
Gross Profit 12-point trend, +491.1% $520M $427M $355M $298M $254M $213M $187M $166M $146M $129M $108M $88M
R&D Expense 12-point trend, +409.0% $69M $63M $54M $46M $39M $31M $28M $22M $23M $22M $18M $13M
SG&A Expense 12-point trend, +525.7% $127M $103M $85M $67M $61M $50M $45M $42M $37M $29M $25M $20M
Operating Expenses 12-point trend, +380.5% $402M $338M $278M $227M $199M $163M $148M $140M $136M $122M $101M $84M
Operating Income 12-point trend, +2599.1% $118M $89M $77M $71M $55M $50M $38M $27M $10M $6M $7M $4M
Interest Income · · · · · · · · · · · $187.0K
Other Non-op 12-point trend, +208.1% $495.0K $-104.0K $-1M $-502.0K $-366.0K $-354.0K $1M $-626.0K $-320.0K $732.0K $-145.0K $-458.0K
Pretax Income 12-point trend, +2911.6% $124M $99M $86M $71M $54M $53M $42M $28M $11M $8M $7M $4M
Income Tax 12-point trend, +2065.9% $30M $22M $20M $16M $9M $7M $8M $4M $10M $3M $2M $1M
Net Income 12-point trend, +3351.9% $93M $77M $66M $55M $45M $46M $34M $24M $351.0K $5M $5M $3M
EPS (Basic) 12-point trend, +1347.1% $2.46 $2.07 $1.80 $1.53 $1.24 $1.29 $0.96 $0.69 $0.01 $0.29 $0.28 $0.17
EPS (Diluted) 12-point trend, +1437.5% $2.46 $2.04 $1.76 $1.49 $1.21 $1.26 $0.94 $0.68 $0.01 $0.29 $0.27 $0.16
Shares (Basic) 12-point trend, +133.3% 37,881,000 37,306,000 36,646,000 36,117,000 35,928,000 35,226,000 35,024,000 34,392,000 34,366,000 16,947,000 16,565,000 16,236,000
Shares (Diluted) 12-point trend, +126.0% 37,992,000 37,856,000 37,475,000 36,953,000 36,962,000 36,285,000 36,002,000 35,212,000 34,712,000 17,241,000 17,032,000 16,814,000
EBITDA 12-point trend, +1280.5% $139M $108M $96M $88M $70M $63M $50M $35M $16M $14M $13M $10M
Balance general 26
Datos anuales de Balance general para SPSC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +15.7% $151M $241M $219M $163M $208M $150M $179M $134M $123M $116M $122M $131M
Short-term Investments 10-point trend, -100.0% · $0 $56M $51M $50M $38M $34M $45M $40M $23M $8M ·
Receivables 12-point trend, +342.0% $68M $52M $47M $39M $35M $34M $32M $27M $25M $21M $18M $15M
Other Current Assets 12-point trend, +1176.4% $49M $24M $17M $16M $16M $12M $11M $9M $6M $7M $5M $4M
Current Assets 12-point trend, +106.7% $335M $382M $401M $323M $352M $271M $292M $250M $224M $186M $167M $162M
PP&E (Net) 12-point trend, +279.5% $43M $38M $36M $35M $32M $26M $24M $21M $17M $15M $14M $11M
PP&E (Gross) 12-point trend, +354.2% $145M $125M $121M $108M $102M $86M $74M $62M $51M $44M $39M $32M
Accum. Depreciation 12-point trend, +395.7% $101M $88M $85M $72M $70M $59M $51M $41M $34M $29M $25M $20M
Goodwill 12-point trend, +1454.3% $542M $399M $249M $197M $144M $135M $77M $70M $52M $50M $34M $35M
Intangibles 12-point trend, +1044.8% $216M $181M $107M $88M $59M $60M $23M $23M $17M $20M $15M $19M
Other Non-current Assets 12-point trend, +3499.5% $8M $2M $1M $2M $3M $3M $3M $2M $2M $2M $1M $213.0K
Total Assets 12-point trend, +379.9% $1.17B $1.03B $824M $673M $616M $526M $447M $386M $340M $298M $262M $244M
Accounts Payable 12-point trend, +247.3% $14M $9M $7M $11M $8M $5M $4M $4M $4M $2M $2M $4M
Accrued Liabilities 12-point trend, +429.3% $13M $12M $8M $7M $8M $11M $6M $5M $5M $4M $2M $2M
Current Liabilities 12-point trend, +528.5% $154M $147M $131M $111M $103M $80M $68M $57M $44M $32M $24M $25M
Capital Leases 7-point trend, -85.9% $3M $8M $10M $13M $16M $20M $20M · · · · ·
Deferred Tax 11-point trend, +80878.0% $33M $16M $9M $7M $7M $3M $1M $1M $2M $2M · $41.0K
Other Non-current Liabilities 6-point trend, -79.0% $287.0K $241.0K $229.0K $0 · · $405.0K $1M · · · ·
Total Liabilities 12-point trend, +406.6% $196M $177M $156M $136M $132M $106M $93M $67M $52M $49M $40M $39M
Common Stock 12-point trend, +150.0% $40.0K $40.0K $39.0K $38.0K $38.0K $37.0K $36.0K $36.0K $17.0K $17.0K $17.0K $16.0K
Retained Earnings 12-point trend, +1074.0% $429M $336M $259M $193M $138M $93M $49M $15M $-9M $-34M $-39M $-44M
Treasury Stock 9-point trend, +2960.2% $178M $100M $129M $129M $86M $65M $46M $26M $6M · · ·
AOCI 12-point trend, +74.6% $-373.0K $-10M $222.0K $-3M $-1M $-1M $-2M $-3M $657.0K $-3M $-4M $-1M
Stockholders' Equity 12-point trend, +374.9% $974M $855M $667M $537M $484M $421M $355M $319M $288M $258M $231M $205M
Liabilities + Equity 12-point trend, +379.9% $1.17B $1.03B $824M $673M $616M $526M $447M $386M $340M $298M $262M $244M
Shares Outstanding 12-point trend, +129.5% 37,517,239 37,661,308 36,820,048 36,158,046 36,009,257 35,487,217 34,863,271 34,691,472 17,127,006 17,081,145 16,723,994 16,348,747
Flujo de Efectivo 14
Datos anuales de Flujo de Efectivo para SPSC
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, +269.1% $21M $19M $19M $16M $15M $13M $11M $9M $7M $7M $6M $6M
Stock-based Comp 12-point trend, +895.7% $54M $55M $46M $33M $28M $19M $15M $13M $13M $8M $6M $5M
Deferred Tax 12-point trend, +1734.0% $19M $-10M $-10M $-4M $4M $4M $8M $3M $10M $-2M $-38.0K $1M
Amort. of Intangibles 12-point trend, +1201.4% $37M $24M $16M $12M $10M $6M $5M $4M $5M $5M $3M $3M
Other Non-cash 12-point trend, -525.9% $-8M $17M $12M $-1M $22M $7M $5M $7M $3M $132.0K $-3M $2M
Operating Cash Flow 12-point trend, +965.0% $179M $157M $132M $100M $113M $89M $72M $55M $31M $19M $14M $17M
CapEx 12-point trend, +249.8% $27M $20M $20M $20M $20M $16M $14M $14M $7M $8M $9M $8M
Investing Cash Flow 10-point trend, -395.2% $-169M $-110M $-93M $-113M $-47M $-120M $-14M $-40M $-23M $-34M · ·
Stock Repurchased 9-point trend, +1865.2% $114M $38M $0 $43M $20M $19M $21M $20M $6M · · ·
Net Stock Activity 9-point trend, -1865.2% $-114M $-38M $0 $-43M $-20M $-19M $-21M $-20M $-6M · · ·
Financing Cash Flow 10-point trend, -1097.8% $-101M $-23M $16M $-32M $-8M $2M $-12M $-4M $-2M $10M · ·
Net Change in Cash 12-point trend, -17868.3% $-90M $22M $56M $-45M $58M $-30M $45M $11M $7M $-6M $-9M $-499.0K
Taxes Paid 11-point trend, +25243.9% $29M $27M $29M $16M $10M $2M $2M $2M $1M $722.0K $114.0K ·
Free Cash Flow 12-point trend, +1554.0% $152M $137M $113M $80M $93M $72M $58M $41M $24M $11M $6M $9M
Rentabilidad 8
Datos anuales de Rentabilidad para SPSC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +0.6% 69.2% 67.0% 66.1% 66.0% 65.8% 68.1% 67.0% 67.1% 66.6% 66.7% 68.4% 68.7%
Operating Margin 12-point trend, +358.9% 15.7% 13.9% 14.4% 15.8% 14.3% 16.0% 13.8% 10.8% 3.8% 3.9% 4.4% 3.4%
Net Margin 12-point trend, +488.6% 12.4% 12.1% 12.3% 12.2% 11.6% 14.6% 12.1% 9.6% -1.1% 2.9% 2.9% 2.1%
Pretax Margin 12-point trend, +413.4% 16.5% 15.6% 15.9% 15.8% 13.9% 16.9% 15.1% 11.4% 4.1% 4.6% 4.5% 3.2%
EBITDA Margin 12-point trend, +135.1% 18.6% 16.9% 17.9% 19.4% 18.1% 20.2% 17.7% 14.2% 7.1% 7.3% 8.4% 7.9%
ROA 12-point trend, +631.0% 8.5% 8.3% 8.8% 8.6% 7.8% 9.4% 8.1% 6.6% -0.77% 2.0% 1.8% 1.2%
ROE 12-point trend, +613.2% 9.7% 9.2% 10.2% 10.5% 9.3% 11.2% 9.6% 7.6% -0.91% 2.4% 2.2% 1.4%
ROIC 12-point trend, +549.6% 9.2% 8.1% 8.9% 10.2% 9.5% 10.3% 8.7% 7.1% -0.81% 1.9% 2.1% 1.4%
Liquidez y Solvencia 2
Datos anuales de Liquidez y Solvencia para SPSC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -67.1% 2.2 2.6 3.1 2.9 3.4 3.4 4.3 4.4 5.1 5.8 6.9 6.6
Quick Ratio 12-point trend, -76.1% 1.4 2.0 2.5 2.3 2.8 2.8 3.6 3.6 4.4 5.0 6.1 6.0
Eficiencia 2
Datos anuales de Eficiencia para SPSC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +24.6% 0.7 0.7 0.7 0.7 0.7 0.6 0.7 0.7 0.7 0.7 0.6 0.5
Receivables Turnover 12-point trend, +32.1% 12.5 12.9 12.4 12.2 11.3 9.6 9.5 9.5 9.7 10.1 9.6 9.5
Por Acción 5
Datos anuales de Por Acción para SPSC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +106.9% $25.96 $22.69 $18.13 $14.85 $13.45 $11.86 $10.18 $18.39 $16.16 $14.59 $13.29 $12.54
Revenue / Share 12-point trend, +159.9% $19.78 $16.85 $14.33 $12.20 $10.42 $8.62 $7.75 $14.10 $12.84 $11.21 $9.31 $7.61
Cash Flow / Share 12-point trend, +371.3% $4.71 $4.16 $3.53 $2.71 $3.05 $2.44 $1.99 $3.12 $1.81 $1.09 $0.85 $1.00
Cash / Share 12-point trend, -49.6% $4.03 $6.40 $5.95 $4.50 $5.76 $4.22 $5.14 $7.72 $7.19 $6.78 $7.27 $8.00
EPS (TTM) 12-point trend, +1437.5% $2.46 $2.04 $1.76 $1.49 $1.21 $1.26 $0.94 $0.68 $0.01 $0.29 $0.27 $0.16
Tasas de Crecimiento 9
Datos anuales de Tasas de Crecimiento para SPSC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -23.3% 17.8% 18.8% 19.1% 17.0% 23.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -6.0% 18.6% 18.3% 19.8% · · · · · · · · ·
Revenue CAGR 5Y 19.2% · · · · · · · · · · ·
EPS YoY 5-point trend, +618.6% 20.6% 15.9% 18.1% 23.1% -4.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, +54.4% 18.2% 19.0% 11.8% · · · · · · · · ·
EPS CAGR 5Y 14.3% · · · · · · · · · · ·
Net Income YoY 5-point trend, +1073.7% 21.1% 17.1% 19.4% 23.6% -2.2% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +47.2% 19.2% 20.0% 13.0% · · · · · · · · ·
Net Income CAGR 5Y 15.4% · · · · · · · · · · ·
Valoración (TTM) 10
Datos anuales de Valoración (TTM) para SPSC
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +487.4% $752M $638M $537M $451M $385M $313M $279M $248M $220M $193M $159M $128M
Net Income TTM 12-point trend, +3351.9% $93M $77M $66M $55M $45M $46M $34M $24M $351.0K $5M $5M $3M
Market Cap 12-point trend, +622.4% $3.34B $6.93B $7.14B $4.64B $5.13B $3.85B $1.93B $714M $416M $597M $587M $463M
P/E 12-point trend, -79.5% 36.2 90.2 110.1 86.2 117.6 86.2 59.0 60.6 2429.5 120.5 130.0 177.0
P/S 12-point trend, +23.0% 4.4 10.9 13.3 10.3 13.3 12.3 6.9 2.9 1.9 3.1 3.7 3.6
P/B 12-point trend, +52.1% 3.4 8.1 10.7 8.6 10.6 9.2 5.4 2.2 1.5 2.4 2.6 2.3
P / Tangible Book 6-point trend, -9.5% 15.5 25.3 23.0 18.5 18.2 17.1 · · · · · ·
P / Cash Flow 12-point trend, -32.2% 18.7 44.0 53.9 46.4 45.4 43.5 26.9 13.0 13.4 31.8 40.7 27.6
P / FCF 12-point trend, -56.3% 22.0 50.4 63.4 57.9 54.9 53.5 33.2 17.3 17.5 55.5 103.5 50.3
Earnings Yield 12-point trend, +384.2% 2.8% 1.1% 0.91% 1.2% 0.85% 1.2% 1.7% 1.7% 0.04% 0.83% 0.77% 0.57%

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

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $752M$638M$537M$451M$385M
Margen Bruto % 69.2%67.0%66.1%66.0%65.8%
Margen Operativo % 15.7%13.9%14.4%15.8%14.3%
Beneficio neto $93M$77M$66M$55M$45M
EPS Diluido $2.46$2.04$1.76$1.49$1.21
Balance general
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ratio corriente 2.22.63.12.93.4
Ratio Rápido 1.42.02.52.32.8
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flujo de caja libre $152M$137M$113M$80M$93M

Últimas noticias Noticias recientes que mencionan a esta empresa

Señales de trading Señales recientes de compra/venta con precio de entrada y ratio riesgo/recompensa

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Propietarios institucionales (13F) 350 declarantes · $2.0B 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
64 (-3 vs trimestre anterior) 62 (-18 vs trimestre anterior) 107 (-19 vs trimestre anterior) 107 (+14 vs trimestre anterior) +2.0M

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 GROUP INC $410 936 004 4 610 524 20,63% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $166 633 914 2 914 709 8,37% Acciones
DISCIPLINED GROWTH INVESTORS INC /MN $121 422 277 2 123 881 6,10% Acciones
NEUBERGER BERMAN GROUP LLC $101 344 744 1 772 691 5,09% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $91 379 556 1 598 383 4,59% Acciones
STATE STREET CORP $88 367 440 1 545 696 4,44% Acciones
GEODE CAPITAL MANAGEMENT, LLC $64 531 189 1 128 588 3,24% Acciones
Engine Capital Management, LP $52 389 445 916 380 2,63% Acciones
GOLDMAN SACHS GROUP INC $50 992 381 891 943 2,56% Acciones
Invenomic Capital Management LP $49 704 170 869 410 2,50% Acciones
CITADEL ADVISORS LLC $49 587 772 867 374 2,49% Acciones
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $42 795 518 748 566 2,15% Acciones
Anson Funds Management LP $42 591 650 745 000 2,14% Acciones
Lightrock Netherlands B.V. $35 054 871 613 169 1,76% Acciones
Irenic Capital Management LP $34 170 738 597 704 1,72% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $31 016 097 542 524 1,56% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $29 127 543 509 490 1,46% Acciones
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $23 552 000 411 959 1,18% Acciones
Thematics Asset Management $20 506 624 196 914 1,03% Acciones
DIMENSIONAL FUND ADVISORS LP $17 854 819 312 311 0,90% Acciones
JANUS HENDERSON GROUP PLC $16 943 612 304 549 0,85% Acciones
Public Sector Pension Investment Board $15 489 868 270 944 0,78% Acciones
BARCLAYS PLC $15 265 361 267 017 0,77% Acciones
PRINCIPAL FINANCIAL GROUP INC $15 226 086 266 330 0,76% Acciones
BNP PARIBAS FINANCIAL MARKETS $14 985 400 262 120 0,75% Acciones
VANGUARD FIDUCIARY TRUST CO $14 512 319 253 845 0,73% Acciones
BANK OF AMERICA CORP /DE/ $13 304 488 232 718 0,67% Acciones
Qube Research & Technologies Ltd $12 478 210 218 265 0,63% Acciones
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $11 585 215 202 645 0,58% Acciones
GLENMEDE TRUST CO NA $11 549 940 202 028 0,58% Acciones
Fenimore Asset Management Inc $11 194 229 195 806 0,56% Acciones
D. E. Shaw & Co., Inc. $10 450 219 182 792 0,52% Acciones
Long Path Partners LP $10 342 739 180 912 0,52% Acciones
Walleye Capital LLC $10 309 752 180 335 0,52% Acciones
Bank of New York Mellon Corp $9 419 501 164 763 0,47% Acciones
CANADA PENSION PLAN INVESTMENT BOARD $8 967 686 156 860 0,45% Acciones
LAZARD ASSET MANAGEMENT LLC $8 790 974 153 769 0,44% Acciones
Glenmede Investment Management, LP $8 343 280 80 116 0,42% Acciones
Congress Wealth Management LLC / DE / $6 645 130 48 828 0,33% Acciones
PERRY CREEK CAPITAL LP $6 055 847 105 927 0,30% Acciones
Anson Funds Management LP $5 717 000 100 000 0,29% Opción de compra
RHUMBLINE ADVISERS $5 327 534 93 188 0,27% Acciones
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $4 813 314 84 193 0,24% Acciones
RENAISSANCE GROUP LLC $4 476 754 78 306 0,22% Acciones
ALLIANCEBERNSTEIN L.P. $4 356 957 78 264 0,22% Acciones
PRUDENTIAL FINANCIAL INC $4 341 718 75 944 0,22% Acciones
LPL Financial LLC $4 268 284 74 660 0,21% Acciones
Swiss National Bank $4 253 448 74 400 0,21% Acciones
CAXTON ASSOCIATES LLP $4 247 159 74 290 0,21% Acciones
AMERICAN CAPITAL MANAGEMENT INC $4 228 179 73 958 0,21% Acciones
Quantinno Capital Management LP $4 020 538 70 326 0,20% Acciones
HERALD INVESTMENT MANAGEMENT Ltd $3 999 100 70 000 0,20% Acciones
Advantage Alpha Capital Partners LP $3 994 706 38 359 0,20% Acciones
Voleon Capital Management LP $3 988 122 69 759 0,20% Acciones
Sovereign's Capital Management, LLC $3 957 955 69 184 0,20% Acciones
VICTORY CAPITAL MANAGEMENT INC $3 873 668 67 757 0,19% Acciones
AMERIPRISE FINANCIAL INC $3 711 047 64 912 0,19% Acciones
MONTRUSCO BOLTON INVESTMENTS INC. $3 618 861 63 300 0,18% Acciones
Occam Crest Management LP $3 608 800 52 000 0,18% Acciones
Diametric Capital, LP $3 404 416 59 549 0,17% Acciones
BUCKHEAD CAPITAL MANAGEMENT LLC $3 294 262 57 626 0,17% Acciones
EFG Asset Management (North America) Corp. $3 280 471 31 490 0,16% Acciones
Legal & General Group Plc $3 217 871 56 286 0,16% Acciones
Ballast Asset Management, LP $3 215 755 56 249 0,16% Acciones
Palisades Investment Partners, LLC $3 192 170 55 838 0,16% Acciones
FRED ALGER MANAGEMENT, LLC $3 154 641 55 180 0,16% Acciones
Verition Fund Management LLC $3 144 350 55 000 0,16% Acciones
FMR LLC $3 062 597 53 570 0,15% Acciones
FEDERATED HERMES, INC. $3 060 139 53 527 0,15% Acciones
NATIXIS $3 001 425 52 500 0,15% Acciones
ZB,N.A. $2 966 287 16 122 0,15% Acciones
UBS Group AG $2 878 795 50 355 0,14% Acciones
Numerai GP LLC $2 862 959 50 078 0,14% Acciones
Amundi $2 588 029 45 269 0,13% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2 462 674 44 237 0,12% Acciones
SYNOVUS FINANCIAL CORP $2 270 460 21 802 0,11% Acciones
BROWN CAPITAL MANAGEMENT LLC $2 184 351 38 208 0,11% Acciones
Prescott Group Capital Management, L.L.C. $2 181 264 38 154 0,11% Acciones
ENVESTNET ASSET MANAGEMENT INC $2 072 584 36 253 0,10% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $2 035 767 35 609 0,10% Acciones
Ewing Morris & Co. Investment Partners Ltd. $2 014 842 35 243 0,10% Acciones
WELLS FARGO & COMPANY/MN $1 955 557 34 206 0,10% Acciones
NEW YORK STATE COMMON RETIREMENT FUND $1 942 351 33 975 0,10% Acciones
Bridgewater Associates, LP $1 874 833 32 794 0,09% Acciones
Corient Private Wealth LP $1 783 305 31 193 0,09% Acciones
BlackRock, Inc. $1 757 920 30 749 0,09% Acciones
Linden Thomas Advisory Services, LLC $1 736 253 30 370 0,09% Acciones
Hillsdale Investment Management Inc. $1 732 251 30 300 0,09% Acciones
KENNEDY CAPITAL MANAGEMENT LLC $1 660 217 29 040 0,08% Acciones
Redwood Investments, LLC $1 639 348 12 351 0,08% Acciones
Elo Mutual Pension Insurance Co $1 586 982 27 759 0,08% Acciones
KLP KAPITALFORVALTNING AS $1 572 175 27 500 0,08% Acciones
VELA Investment Management, LLC $1 569 431 27 452 0,08% Acciones
DEUTSCHE BANK AG\ $1 449 603 25 356 0,07% Acciones
Assenagon Asset Management S.A. $1 419 531 24 830 0,07% Acciones
RIVERBRIDGE PARTNERS LLC $1 389 863 24 311 0,07% Acciones
INTECH INVESTMENT MANAGEMENT LLC $1 362 418 23 831 0,07% Acciones
Cresset Asset Management, LLC $1 334 176 23 337 0,07% Acciones
STATE OF WISCONSIN INVESTMENT BOARD $1 305 191 22 830 0,07% Acciones
NORGES BANK $1 303 476 22 800 0,07% Acciones

Informantes de la empresa 24 insiders · 6 directivos · 16 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Chadwick Collins Chief Executive Officer 2 de noviembre de 2023 A 39 835 0 0 $0
Kimberly K. Nelson EVP & CFO 6 de noviembre de 2023 M 147 234 0 0 $0
James J. Frome President & COO 7 de junio de 2023 M 34 332 0 0 $0
Jamie Thingelstad EVP, Chief Technology Officer 4 de noviembre de 2025 M 35 467 0 0 $0
Michael J. Gray EVP of Operations 29 de junio de 2012 M 6 319 0 0 $0
David J. Novak Jr. EVP of Business Develpmt 29 de junio de 2012 M 6 319 0 0 $0
Marty M Reaume Consejero 19 de diciembre de 2023 M 7 383 0 0 $0
Archie C. Black Consejero 30 de noviembre de 2023 M 60 043 0 0 $0
Sven Wehrwein Consejero 2 de noviembre de 2023 M 17 387 0 0 $0
Anne Sempowski Ward Consejero 12 de mayo de 2023 A 2 359 0 0 $0
Tami Reller Consejero 12 de mayo de 2023 A 31 043 0 0 $0
James Burr Ramsey Consejero 12 de mayo de 2023 A 14 263 0 0 $0
Martin J Leestma Consejero 3 de noviembre de 2020 M 28 318 0 0 $0
Michael J Mcconnell Consejero 30 de abril de 2019 M 2 440 0 0 $0
Melvin L Keating Consejero 31 de mayo de 2018 A 913 0 0 $0
Michael A Smerklo Consejero 2 de mayo de 2018 S 0 0 0 $0
Michael B Gorman Consejero 15 de diciembre de 2014 G 22 363 0 0 $0
George H. Spencer III Consejero 30 de agosto de 2013 S 2 003 0 0 $0
Daniel R Fishback Consejero 24 de mayo de 2012 A 1 055 0 0 $0
Steve A. Cobb Consejero 27 de mayo de 2011 M 1 200 0 0 $0
Murray R. Wilson Consejero 27 de abril de 2010 A 1 011 947 0 0 $0
Philip Soran 18 de noviembre de 2025 M 22 177 0 0 $0
Bradley A. Cleveland 15 de mayo de 2013 A 948 0 0 $0
Split Rock Partners LLC 17 de mayo de 2011 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 78 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
SOVF · Elevation Series Trust 2,52% 42 280 NS 30 de abril de 2026 N-PORT
CLOU · Global X Funds 1,50% 70 886 NS 31 de mayo de 2026 N-PORT
FSCC · Federated Hermes ETF Trust 1,06% 51 863 NS 31 de mayo de 2026 N-PORT
SCOW · Pacer Funds Trust 0,78% 215 NS 30 de abril de 2026 N-PORT
NBSM · Neuberger Berman ETF Trust 0,51% 20 239 NS 31 de mayo de 2026 N-PORT
HAPS · Harbor ETF Trust 0,39% 11 014 NS 30 de abril de 2026 N-PORT
CAFG · Pacer Funds Trust 0,29% 1 175 NS 30 de abril de 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,29% 4 963 NS 31 de mayo de 2026 N-PORT
PSC · Principal Exchange-Traded Funds 0,22% 88 664 NS 30 de junio de 2026 N-PORT
NUSC · Nushares ETF Trust 0,17% 38 924 NS 30 de abril de 2026 N-PORT
SMDX · Tidal Trust III 0,13% 2 821 NS 30 de abril de 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,11% 14 602 NS 30 de abril de 2026 N-PORT
SAA · ProShares Trust 0,09% 451 NS 31 de mayo de 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0,09% 1 340 NS 30 de abril de 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,07% 7 828 NS 30 de abril de 2026 N-PORT
RSSL · Global X Funds 0,06% 16 487 NS 30 de abril de 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,06% 11 195 NS 31 de mayo de 2026 N-PORT
ITWO · ProShares Trust 0,05% 1 794 NS 31 de mayo de 2026 N-PORT
DFAS · Dimensional ETF Trust 0,05% 119 803 NS 30 de abril de 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,04% 180 234 NS 31 de mayo de 2026 N-PORT
SXQG · EXCHANGE TRADED CONCEPTS TRUST 0,04% 506 NS 31 de mayo de 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,04% 102 783 NS 31 de mayo de 2026 N-PORT
FTEC · FIDELITY COVINGTON TRUST 0,04% 117 980 NS 30 de abril de 2026 N-PORT
UWM · ProShares Trust 0,03% 1 403 NS 31 de mayo de 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,03% 41 892 NS 31 de mayo de 2026 N-PORT
URTY · ProShares Trust 0,02% 1 419 NS 31 de mayo de 2026 N-PORT
RILA · Spinnaker ETF Series 0,02% 171 NS 30 de abril de 2026 N-PORT
DXUV · Dimensional ETF Trust 0,02% 1 186 NS 30 de abril de 2026 N-PORT
DFSV · Dimensional ETF Trust 0,01% 19 584 NS 30 de abril de 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,01% 5 951 NS 31 de mayo de 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,01% 1 468 NS 31 de mayo de 2026 N-PORT
HDG · ProShares Trust 0,01% 36 NS 31 de mayo de 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,01% 12 706 NS 31 de mayo de 2026 N-PORT
TILT · FlexShares Trust 0,00% 1 694 NS 30 de abril de 2026 N-PORT
DFAT · Dimensional ETF Trust 0,00% 6 861 NS 30 de abril de 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 21 732 NS 31 de mayo de 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 14 111 NS 30 de abril de 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0,00% 416 NS 31 de mayo de 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,00% 127 NS 31 de mayo de 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 5 187 NS 30 de abril de 2026 N-PORT
EBI · RBB Fund Trust 0,00% 20 NS 31 de mayo de 2026 N-PORT
CSMD · Professionally Managed Portfolios 0,00% -189 NS 30 de abril de 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 15 de julio de 2026 Diario
VB · VANGUARD INDEX FUNDS 15 de julio de 2026 Diario
VBK · VANGUARD INDEX FUNDS 15 de julio de 2026 Diario
VTI · VANGUARD INDEX FUNDS 15 de julio de 2026 Diario
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 15 de julio de 2026 Diario
VIOO · VANGUARD ADMIRAL FUNDS 15 de julio de 2026 Diario
VIOG · VANGUARD ADMIRAL FUNDS 30 de julio de 2026 Diario
VIOV · VANGUARD ADMIRAL FUNDS 15 de julio de 2026 Diario