TWFG TWFG, Inc. - Common Stock
$27,29
Precio · Ago 19, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$17–$30
80% of range
Calificación del Analista
BUY
15 analysts
Precio Objetivo
$29
+8% upside
P/E (TTM)
54.3
ROE
—
Margen de Beneficio Neto
—
TWFG Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$27.29
Capitalización Bursátil
—
P/E (TTM)
54.3
BPA (TTM)
$0.53
Ingresos (TTM)
$249M
Rendimiento div.
—
ROE
—
Deuda/Capital
0.0
Rango 52S
$17 – $30
TWFG Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$249M
2022-12-31
→
2025-12-31
BPA
$0.53
2024-12-31
→
2025-12-31
Flujo de caja libre
$53M
2024-12-31
→
2025-12-31
Márgenes
—
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
TWFG
Mediana de Pares
P/E (TTM)
54.3
22.4
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
TWFG
Mediana de Pares
Operating Margin (Margen Operativo)
14.9%
—
ROIC
39.2%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
TWFG
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.0
—
Current Ratio (Ratio corriente)
5.1
2.5
Quick Ratio (Ratio Rápido)
3.7
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
TWFG
Mediana de Pares
Revenue YoY (Ingresos interanuales)
22.0%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
17.3%
—
EPS YoY (EPS interanual)
179.0%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
TWFG
Mediana de Pares
TWFG Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
15 analistas
- Compra fuerte 3 20,0%
- Compra 7 46,7%
- Mantener 5 33,3%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
7 analistas · 2026-08-19
Mediana
$28.00
Media
$29.43
Ahora
$27.29
Mín
$26.00
Máx
$34.00
Objetivo mediano
$28.00
+2,6%
Objetivo medio
$29.43
+7,8%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.06%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.38 | $0.26 | 0.12% |
| 31 de marzo de 2026 | $0.29 | $0.20 | 0.09% |
| 31 de diciembre de 2025 | $0.30 | $0.19 | 0.11% |
| 30 de septiembre de 2025 | $0.23 | $0.19 | 0.04% |
| 30 de junio de 2025 | $0.20 | $0.18 | 0.02% |
| 31 de marzo de 2025 | $0.16 | $0.15 | 0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| TWFG | — | 54.3 | 22.0% | — | — | — |
| RYAN | — | — | 21.3% | 2.1% | 9.9% | — |
| HGTY | — | — | 17.3% | 10.2% | 80.3% | — |
| BWIN | — | -48.1 | 8.3% | -2.2% | -5.7% | — |
| GSHD | — | 70.8 | 16.2% | 7.6% | -107.8% | — |
| LIFE | — | — | 52.0% | 18.4% | -108.4% | — |
| ABX | $833M | 23.8 | 110.2% | 15.5% | 8.8% | 87.7% |
| SLQT | $411M | 238.0 | 15.5% | 3.1% | 14.1% | — |
| HIT | — | 79.5 | 71.0% | 3.8% | 7.6% | 62.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue | $249M | $204M | $172M | |
| Operating Expenses | $212M | $176M | $147M | |
| Operating Income | $37M | $28M | $25M | |
| Other Non-op | $1M | $9.0K | $-17.0K | |
| Pretax Income | $44M | $30M | $25M | |
| Income Tax | $3M | $1M | $0 | |
| Net Income | · | $3M | $0 | |
| EPS (Basic) | $0.53 | $0.19 | · | |
| EPS (Diluted) | $0.53 | $0.19 | · | |
| Shares (Basic) | 14,914,346 | 14,772,115 | · | |
| Shares (Diluted) | 15,100,190 | 14,982,409 | · | |
| EBITDA | $55M | $40M | · |
Balance general 22
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Cash & Equivalents | $156M | $196M | $39M | |
| Receivables | $7M | $8M | $6M | |
| Other Current Assets | $13M | $2M | $2M | |
| Current Assets | $226M | $242M | $75M | |
| PP&E (Net) | $3M | $3M | $597.0K | |
| Intangibles | $139M | $73M | $36M | |
| Other Non-current Assets | $689.0K | $610.0K | $837.0K | |
| Total Assets | $372M | $323M | $115M | |
| Accounts Payable | $2M | $3M | $2M | |
| Short-term Debt | · | $2M | $2M | |
| Current Liabilities | $44M | $40M | $35M | |
| Capital Leases | $3M | $3M | $2M | |
| Other Non-current Liabilities | $0 | $24.0K | $0 | |
| Total Liabilities | $56M | $48M | $84M | |
| Long-term Debt | $4M | $8M | $51M | |
| Total Debt | $4M | $10M | · | |
| Paid-in Capital | $60M | $58M | $25M | |
| Retained Earnings | $23M | $15M | $5M | |
| AOCI | $30.0K | $83.0K | $500.0K | |
| Stockholders' Equity | $83M | $74M | $31M | |
| Liabilities + Equity | $372M | $323M | $115M | |
| Shares Outstanding | · | 0 | 631,750 |
Flujo de Efectivo 12
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| D&A | $18M | $12M | $5M | |
| Stock-based Comp | $5M | $2M | $0 | |
| Deferred Tax | $0 | $0 | · | |
| Amort. of Intangibles | $18M | $12M | $5M | |
| Other Non-cash | · | $23M | · | |
| Operating Cash Flow | $54M | $40M | $30M | |
| CapEx | $356.0K | $3M | $260.0K | |
| Investing Cash Flow | $-70M | $-25M | $-15M | |
| Financing Cash Flow | $-21M | $143M | $-10M | |
| Net Change in Cash | $-37M | $159M | $6M | |
| Taxes Paid | $3M | $0 | $0 | |
| Free Cash Flow | $53M | $37M | · |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Operating Margin | 14.9% | 13.7% | · | |
| Net Margin | · | 1.4% | · | |
| Pretax Margin | 17.9% | 14.8% | · | |
| EBITDA Margin | 22.3% | 19.6% | · | |
| ROA | · | 1.2% | · | |
| ROE | · | 5.2% | · | |
| ROIC | 39.2% | 31.8% | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Current Ratio | 5.1 | 6.1 | · | |
| Quick Ratio | 3.7 | 5.1 | · | |
| Debt / Equity | 0.0 | 0.1 | · | |
| LT Debt / Equity | 0.0 | 0.1 | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Asset Turnover | 0.7 | 0.9 | · | |
| Receivables Turnover | 32.5 | 29.5 | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue YoY | 22.0% | 18.4% | 11.8% | |
| Revenue CAGR 3Y | 17.3% | · | · | |
| EPS YoY | 179.0% | · | · |
Valoración (TTM) 13
| Métrica | Tendencia | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Revenue TTM | $249M | $204M | · | |
| Net Income TTM | $13M | $3M | · | |
| Market Cap | · | $0 | · | |
| Enterprise Value | · | $-186M | · | |
| P/E | 54.3 | 162.1 | · | |
| P/S | · | 0.0 | · | |
| P / Tangible Book | · | 0.0 | · | |
| P / Cash Flow | · | 0.0 | · | |
| P / FCF | · | 0.0 | · | |
| EV / EBITDA | · | -4.7 | · | |
| EV / FCF | · | -5.0 | · | |
| EV / Revenue | · | -0.9 | · | |
| Earnings Yield | 1.8% | 0.62% | · |
Estado de resultados 12
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $88M | $73M | $70M | $64M | $60M | $54M | $52M | $53M | $53M | $46M | $39M | $48M | |
| Operating Expenses | $70M | $60M | $55M | $55M | $53M | $48M | $45M | $47M | $45M | $39M | $34M | $40M | |
| Operating Income | $18M | $12M | $15M | $9M | $7M | $6M | $7M | $6M | $8M | $7M | $5M | $8M | |
| Other Non-op | $-7.0K | $709.0K | $508.0K | $59.0K | $574.0K | $-1.0K | $1.0K | $-4.0K | $14.0K | $-2.0K | $-7.0K | $1.0K | |
| Pretax Income | $18M | $14M | $17M | $11M | $10M | $8M | $9M | $7M | $7M | $7M | $5M | $8M | |
| Income Tax | $1M | $1M | $1M | $977.0K | $620.0K | $656.0K | $1M | $437.0K | $0 | $0 | $0 | $0 | |
| Net Income | $2M | $2M | · | $2M | $2M | $1M | $2M | $1M | $0 | $0 | $-21M | $8M | |
| EPS (Basic) | $0.18 | $0.12 | $0.20 | $0.11 | $0.13 | $0.09 | $0.11 | $0.08 | $10.49 | · | · | · | |
| EPS (Diluted) | $0.18 | $0.12 | $0.20 | $0.11 | $0.13 | $0.09 | $0.11 | $0.08 | $10.49 | · | · | · | |
| Shares (Basic) | 13,096,390 | 14,794,482 | -29,884,902 | 15,005,426 | 14,904,083 | 14,889,739 | 49,430 | 14,722,685 | 659,439 | · | · | · | |
| Shares (Diluted) | 13,096,390 | 14,897,288 | -71,334,887 | 15,100,655 | 56,278,869 | 15,055,553 | 92,027 | 14,890,382 | 659,439 | · | · | · | |
| EBITDA | $18M | $19M | · | $9M | $7M | $9M | · | $8M | $8M | · | · | · |
Balance general 22
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $74M | $125M | $156M | $151M | $160M | $196M | $196M | $191M | $26M | · | $39M | · | |
| Receivables | $14M | $8M | $7M | $8M | $9M | $8M | $8M | $9M | $10M | · | · | · | |
| Other Current Assets | $17M | $13M | $13M | $13M | $3M | $2M | $2M | $2M | $911.0K | · | · | · | |
| Current Assets | $171M | $201M | $226M | $211M | $209M | $241M | $242M | $234M | $75M | · | · | · | |
| PP&E (Net) | $4M | $3M | $3M | $3M | $3M | $3M | $3M | $682.0K | $514.0K | · | · | · | |
| Intangibles | $179M | $162M | $139M | $129M | $126M | $81M | $73M | $75M | $78M | · | · | · | |
| Other Non-current Assets | $635.0K | $664.0K | $689.0K | $734.0K | $779.0K | $535.0K | $610.0K | $635.0K | $801.0K | · | · | · | |
| Total Assets | $358M | $371M | $372M | $349M | $343M | $331M | $323M | $313M | $157M | · | · | · | |
| Accounts Payable | $5M | $2M | $2M | $2M | $2M | $653.0K | $3M | $768.0K | · | · | · | · | |
| Short-term Debt | · | · | · | $2M | $2M | $2M | · | $2M | $2M | · | · | · | |
| Current Liabilities | $67M | $59M | $44M | $45M | $45M | $43M | $40M | $38M | $41M | · | · | · | |
| Capital Leases | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $1M | $2M | · | · | · | |
| Other Non-current Liabilities | · | · | $0 | $0 | $0 | $0 | $24.0K | · | · | · | · | · | |
| Total Liabilities | $71M | $65M | $56M | $53M | $54M | $50M | $48M | $45M | $90M | · | · | · | |
| Long-term Debt | $3M | $4M | $4M | $6M | $6M | $7M | $6M | $8M | $50M | · | · | · | |
| Total Debt | $3M | $4M | · | $8M | $8M | $9M | · | $10M | $52M | · | · | · | |
| Paid-in Capital | $19M | $44M | $60M | $59M | $60M | $58M | $58M | $57M | $55M | · | · | · | |
| Retained Earnings | $27M | $25M | $23M | $20M | $19M | $17M | $15M | $14M | $11M | · | · | · | |
| AOCI | $21.0K | $26.0K | $30.0K | $40.0K | $52.0K | $65.0K | $83.0K | $82.0K | $467.0K | · | · | · | |
| Stockholders' Equity | $46M | $69M | $83M | $79M | $79M | $75M | $74M | $71M | · | · | · | · | |
| Liabilities + Equity | $358M | $371M | $372M | $349M | $343M | $331M | $323M | $313M | $157M | · | · | · | |
| Shares Outstanding | · | · | · | · | · | · | 0 | 0 | 0 | · | 631,750 | · |
Flujo de Efectivo 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $6M | $6M | $5M | $4M | $3M | $3M | $3M | $3M | $3M | $2M | $1M | |
| Stock-based Comp | $1M | $856.0K | $872.0K | $987.0K | $2M | $1M | $1M | $1M | $0 | $0 | $0 | · | |
| Amort. of Intangibles | $7M | $6M | $6M | $5M | $4M | $3M | $3M | $3M | $3M | $3M | · | $1M | |
| Other Non-cash | · | $14M | · | · | · | $10M | · | · | · | · | · | · | |
| Operating Cash Flow | $10M | $23M | $13M | $15M | $10M | $16M | $12M | $12M | $7M | $10M | $6M | $7M | |
| CapEx | $505.0K | $292.0K | $228.0K | $69.0K | $44.0K | $15.0K | $3M | $233.0K | $39.0K | $8.0K | $43.0K | $163.0K | |
| Investing Cash Flow | $-25M | $-28M | $-7M | $-17M | $-36M | $-11M | $-3M | $-366.0K | $-242.0K | $-21M | $-9M | $-766.0K | |
| Stock Repurchased | $26M | $17M | · | · | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $-17M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-36M | $-19M | $-1M | $-6M | $-11M | $-2M | $-4M | $153M | $-2M | $-4M | $8M | $-3M | |
| Net Change in Cash | $-51M | $-24M | $5M | $-8M | $-37M | $3M | $4M | $164M | $5M | $-15M | $5M | $4M | |
| Taxes Paid | $3M | $152.0K | $684.0K | $3M | $0 | $0 | $0 | · | · | · | · | · | |
| Free Cash Flow | · | $22M | · | · | · | $16M | · | · | · | · | · | · |
Rentabilidad 7
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.1% | 17.0% | · | 14.1% | 12.2% | 10.7% | · | 14.2% | 14.6% | · | · | · | |
| Net Margin | 2.7% | 2.4% | · | 2.7% | 3.2% | 2.5% | · | 2.1% | 13.0% | · | · | · | |
| Pretax Margin | 20.9% | 19.5% | · | 16.5% | 16.0% | 14.0% | · | 13.4% | · | · | · | · | |
| EBITDA Margin | 20.1% | 25.4% | · | 14.1% | 12.2% | 16.9% | · | 14.2% | 14.6% | · | · | · | |
| ROA | 0.68% | 0.50% | · | 0.52% | 0.78% | 0.81% | · | 0.74% | 8.8% | · | · | · | |
| ROE | 3.8% | 2.4% | · | 2.3% | 5.0% | 3.6% | · | 3.2% | · | · | · | · | |
| ROIC | 33.7% | 15.6% | · | 9.4% | 7.9% | 6.2% | · | 9.0% | · | · | · | · |
Liquidez y Solvencia 4
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.6 | 3.4 | · | 4.7 | 4.6 | 5.6 | · | 6.1 | 1.8 | · | · | · | |
| Quick Ratio | 1.3 | 2.3 | · | 3.5 | 3.7 | 4.8 | · | 5.2 | 0.9 | · | · | · | |
| Debt / Equity | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | · | · | · | · | |
| LT Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.1 | · | 0.1 | · | · | · | · |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.3 | · | 0.3 | 0.7 | · | · | · | |
| Receivables Turnover | 7.4 | 9.0 | · | 7.6 | 6.4 | 13.4 | · | 12.4 | 11.1 | · | · | · |
Valoración (TTM) 9
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $285M | $251M | · | $231M | $220M | $206M | · | $200M | $192M | · | · | · | |
| Net Income TTM | $8M | $7M | · | $13M | $13M | $11M | · | $9M | $15M | · | · | · | |
| Market Cap | · | · | · | · | · | · | · | $0 | · | · | · | · | |
| Enterprise Value | · | · | · | · | · | · | · | $-181M | · | · | · | · | |
| P/E | 44.5 | 40.9 | · | 66.9 | 3.2 | · | · | · | · | · | · | · | |
| P/S | · | · | · | · | · | · | · | 0.0 | · | · | · | · | |
| EV / EBITDA | · | · | · | · | · | · | · | -23.4 | · | · | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | -0.9 | · | · | · | · | |
| Earnings Yield | 2.2% | 2.5% | · | 1.5% | 30.8% | · | · | · | · | · | · | · |
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 | |
|---|---|---|---|---|
| Ingresos | $249M | $204M | $172M | $154M |
| Margen Operativo % | 14.9% | 13.7% | — | — |
| Beneficio neto | — | $3M | $0 | $0 |
| EPS Diluido | $0.53 | $0.19 | — | — |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | 0.1 | — | — |
| Ratio corriente | 5.1 | 6.1 | — | — |
| Ratio Rápido | 3.7 | 5.1 | — | — |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | |
|---|---|---|---|---|
| Flujo de caja libre | $53M | $37M | — | — |
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Propietarios institucionales (13F) 87 declarantes · $208.2M 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 |
|---|---|---|---|---|
| 16 (-10 vs trimestre anterior) | 14 (+5 vs trimestre anterior) | 30 (+6 vs trimestre anterior) | 25 (+6 vs trimestre anterior) | -1.7M |
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 |
|---|---|---|---|---|
| BAMCO INC /NY/ | $27 298 939 | 1 135 091 | 13,11% | Acciones |
| Nuveen Asset Management, LLC | $21 926 366 | 711 895 | 10,53% | Acciones |
| FRANKLIN RESOURCES INC | $18 804 984 | 781 912 | 9,03% | Acciones |
| VANGUARD GROUP INC | $16 305 139 | 566 741 | 7,83% | Acciones |
| Giverny Capital Inc. | $15 691 471 | 652 452 | 7,53% | Acciones |
| Central Securities Corp | $12 025 000 | 500 000 | 5,77% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $11 766 318 | 489 244 | 5,65% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $8 955 378 | 372 365 | 4,30% | Acciones |
| RIVERBRIDGE PARTNERS LLC | $8 000 427 | 332 658 | 3,84% | Acciones |
| GILDER GAGNON HOWE & CO LLC | $5 319 379 | 221 180 | 2,55% | Acciones |
| Alyeska Investment Group, L.P. | $5 189 461 | 215 778 | 2,49% | Acciones |
| Ascent Group, LLC | $5 055 575 | 210 211 | 2,43% | Acciones |
| JANE STREET GROUP, LLC | $4 583 641 | 190 588 | 2,20% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $3 605 095 | 149 900 | 1,73% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $3 420 701 | 142 125 | 1,64% | Acciones |
| Point72 Asset Management, L.P. | $3 250 093 | 135 139 | 1,56% | Acciones |
| MORGAN STANLEY | $2 795 813 | 116 250 | 1,34% | Acciones |
| GOLDMAN SACHS GROUP INC | $2 526 501 | 105 052 | 1,21% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $2 467 314 | 102 591 | 1,18% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $2 166 520 | 90 084 | 1,04% | Acciones |
| Trexquant Investment LP | $2 101 249 | 87 370 | 1,01% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $1 988 334 | 82 675 | 0,95% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $1 985 424 | 82 554 | 0,95% | Acciones |
| Qube Research & Technologies Ltd | $1 646 223 | 68 450 | 0,79% | Acciones |
| XTX Topco Ltd | $1 621 908 | 67 439 | 0,78% | Acciones |
| STATE STREET CORP | $1 600 912 | 66 566 | 0,77% | Acciones |
| Schonfeld Strategic Advisors LLC | $1 484 556 | 61 728 | 0,71% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 444 154 | 60 048 | 0,69% | Acciones |
| UBS Group AG | $1 049 037 | 43 619 | 0,50% | Acciones |
| Symphony Financial, Ltd. Co. | $942 436 | 39 089 | 0,45% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $753 968 | 31 350 | 0,36% | Acciones |
| BANK OF AMERICA CORP /DE/ | $746 849 | 31 054 | 0,36% | Acciones |
| NORTHERN TRUST CORP | $731 962 | 30 435 | 0,35% | Acciones |
| BlackRock, Inc. | $720 490 | 29 958 | 0,35% | Acciones |
| Quantbot Technologies LP | $686 243 | 28 534 | 0,33% | Acciones |
| Dynamic Technology Lab Private Ltd | $683 000 | 28 404 | 0,33% | Acciones |
| D. E. Shaw & Co., Inc. | $677 681 | 28 178 | 0,33% | Acciones |
| BLALOCK WILLIAMS, LLC | $551 010 | 22 911 | 0,26% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $505 242 | 21 008 | 0,24% | Acciones |
| BRASADA CAPITAL MANAGEMENT, LP | $467 027 | 19 419 | 0,22% | Acciones |
| Centiva Capital, LP | $446 344 | 18 559 | 0,21% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $388 287 | 16 145 | 0,19% | Acciones |
| MANGROVE PARTNERS IM, LLC | $362 939 | 15 091 | 0,17% | Acciones |
| Dockside LLC | $333 141 | 13 852 | 0,16% | Acciones |
| CITADEL ADVISORS LLC | $327 898 | 13 634 | 0,16% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $276 407 | 11 493 | 0,13% | Acciones |
| Jump Financial, LLC | $273 545 | 11 374 | 0,13% | Acciones |
| Walleye Capital LLC | $261 784 | 10 885 | 0,13% | Acciones |
| BARCLAYS PLC | $253 968 | 10 560 | 0,12% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $250 842 | 10 430 | 0,12% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $245 983 | 10 228 | 0,12% | Acciones |
| Aquatic Capital Management LLC | $244 564 | 10 169 | 0,12% | Acciones |
| Americana Partners, LLC | $240 500 | 10 000 | 0,12% | Acciones |
| ROYAL BANK OF CANADA | $153 000 | 6 374 | 0,07% | Acciones |
| Vanguard Global Advisers, LLC | $142 063 | 5 907 | 0,07% | Acciones |
| EMERALD MUTUAL FUND ADVISERS TRUST | $117 845 | 4 900 | 0,06% | Acciones |
| Bank of New York Mellon Corp | $80 303 | 3 339 | 0,04% | Acciones |
| Integrated Wealth Concepts LLC | $71 547 | 2 975 | 0,03% | Acciones |
| MARSHALL WACE, LLP | $54 810 | 2 279 | 0,03% | Acciones |
| FIFTH THIRD BANCORP | $21 549 | 896 | 0,01% | Acciones |
| T. Rowe Price Investment Management, Inc. | $18 127 | 753 680 | 0,01% | Acciones |
| CITIGROUP INC | $16 234 | 675 | 0,01% | Acciones |
| US BANCORP \DE\ | $13 348 | 555 | 0,01% | Acciones |
| CWM, LLC | $12 928 | 703 | 0,01% | Acciones |
| PNC Financial Services Group, Inc. | $12 025 | 500 | 0,01% | Acciones |
| FMR LLC | $11 183 | 465 | 0,01% | Acciones |
| FTB Advisors, Inc. | $10 815 | 309 | 0,01% | Acciones |
| Russell Investments Group, Ltd. | $8 730 | 363 | 0,00% | Acciones |
| EverSource Wealth Advisors, LLC | $8 586 | 357 | 0,00% | Acciones |
| Aster Capital Management (DIFC) Ltd | $7 888 | 328 | 0,00% | Acciones |
| Farther Finance Advisors, LLC | $7 530 | 313 | 0,00% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $6 462 | 273 | 0,00% | Acciones |
| Gillson Capital LP | $3 575 | 148 665 | 0,00% | Acciones |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3 287 | 131 | 0,00% | Acciones |
| Federation des caisses Desjardins du Quebec | $3 247 | 135 | 0,00% | Acciones |
| Quarry LP | $2 910 | 121 | 0,00% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $2 405 | 100 | 0,00% | Acciones |
| GAMMA Investing LLC | $2 309 | 96 | 0,00% | Acciones |
| Parallel Advisors, LLC | $1 900 | 79 | 0,00% | Acciones |
| JPMORGAN CHASE & CO | $1 398 | 58 | 0,00% | Acciones |
| OSAIC HOLDINGS, INC. | $1 202 | 50 | 0,00% | Acciones |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1 084 | 45 064 | 0,00% | Acciones |
| Caitong International Asset Management Co., Ltd | $625 | 26 | 0,00% | Acciones |
| WELLS FARGO & COMPANY/MN | $625 | 26 | 0,00% | Acciones |
| Arax Advisory Partners | $216 | 9 | 0,00% | Acciones |
| GSA CAPITAL PARTNERS LLP | $216 | 8 996 | 0,00% | Acciones |
| Tower Research Capital LLC (TRC) | $48 | 2 | 0,00% | Acciones |
Informantes de la empresa 6 insiders · 4 directivos · 2 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Janice E. Zwinggi | Chief Financial Officer | 17 de julio de 2026 F | 57 314 | 0 | 0 | $0 |
| Katherine C Nolan | Chief Operating Officer | 17 de julio de 2026 F | 82 049 | 0 | 0 | $0 |
| Charles Alexander Bunch | Chief Creative & Marketing Off | 17 de julio de 2026 F | 36 523 | 0 | 0 | $0 |
| Julie E. Benes | General Counsel and Secretary | 17 de julio de 2026 F | 37 454 | 0 | 0 | $0 |
| Michelle Caroline Bunch | Consejero | 17 de julio de 2026 F | 313 596 | 0 | 0 | $0 |
| Michael Doak | Consejero | 5 de junio de 2026 P | 765 587 | 3 | 0 | $900 067 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 6 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 |
|---|---|---|---|---|
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 10 430 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,00% | 27 982 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 116 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 2 354 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 157 002 SH | 8 de agosto de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 320 652 SH | 8 de agosto de 2026 | Diario |