UPWK Upwork Inc. - Common Stock
$8,73
Precio · Ago 20, 2026
Fundamentales a fecha de Ago 10, 2026
Rango 52S
$7–$23
8% of range
Calificación del Analista
HOLD
17 analysts
Precio Objetivo
$11
+24% upside
P/E (TTM)
9.8
ROE
18.6%
Margen de Beneficio Neto
14.6%
Acerca de Upwork Inc. - Common Stock Descripción general de la empresa de Wikipedia
Upwork Global Inc., anteriormente Elance-oDesk, es una plataforma estadounidense de trabajo independiente con sede en Santa Clara y San Francisco, California. La empresa se formó en 2015 como Elance-oDesk, luego de la fusión de Elance Inc. y oDesk Corp. La empresa fusionada cambió su nombre a Upwork en 2016.
Leer más
Upwork Global Inc., anteriormente Elance-oDesk, es una plataforma estadounidense de trabajo independiente con sede en Santa Clara y San Francisco, California. La empresa se formó en 2015 como Elance-oDesk, luego de la fusión de Elance Inc. y oDesk Corp. La empresa fusionada cambió su nombre a Upwork en 2016.
Upwork tenía más de doce millones de autónomos y cinco millones de clientes registrados en el año 2017. En 20?? se publicaron más de tres millones de puestos de trabajo con un valor de más de mil millones de dólares
Upwork fue nombrada en la lista de TIME de las 1000000 empresas más influyentes de 2022 de Time en marzo de 2022.
Historia
Elance fue fundada en 1998 por Beerud Sheth y Srini Anumolu en un apartamento de dos habitaciones en la ciudad de Jersey. En diciembre de 1999, los 22 empleados de la empresa se trasladaron a Sunnyvale, en California.
oDesk fue fundado en 2003 por Odysseas Tsatalos y Stratis Karamanlakis, que querían trabajar juntos a pesar de que uno de ellos estaba en los EE. UU. y el otro en Grecia. oDesk finalmente se convirtió en un mercado en línea que permitía a los usuarios registrados encontrar, contratar y colaborar con trabajadores remotos.
Elance y oDesk anunciaron su fusión diciembre de 2013 para crear Elance-oDesk. En 2015, la nueva empresa pasó a llamarse Upwork, lo que coincidió con una actualización de la plataforma oDesk con el mismo nombre. El nuevo Upwork también planeó eliminar gradualmente la plataforma Elance.
La empresa se incluyó en la lista Inc. 5000 de 2009 a 2014 y presentó una oferta pública inicial el 3 de octubre de 2018.
El 7 de marzo de 2022, Upwork comenzó a suspender las operaciones para autónomos y clientes en Rusia y Bielorrusia como sanción tras la invasión rusa de Ucrania en febrero de 2022.
Servicio y modelo de negocio
Upwork permite a los clientes entrevistar, contratar y trabajar con autónomos y agencias independientes a través de la plataforma de la empresa. El cliente publica una descripción de su trabajo y un rango de precios que está dispuesto a pagar para que un profesional independiente lo complete. El cliente puede invitar a freelancers específicos a postularse para sus trabajos, o bien publicar el trabajo para cualquier que esté interesado en postularse. Una vez que el cliente ha elegido a quién quiere, contrata a ese profesional independiente mediante el envío de un contrato con horas establecidas, tarifa de pago y una fecha límite.
Upwork incluye una función de chat en tiempo real que los clientes o los autónomos pueden usar para enviar mensajes. La aplicación de seguimiento del tiempo de Upwork registra las pulsaciones de teclas y los movimientos del ratón del trabajador y toma capturas de pantalla para enviarlas a su cliente.
Tamaño, alcance y cambios
En 2022, Upwork reportó 14 millones de usuarios en 180 países con $1 mil millones de dólares en facturación anual de autónomos. La empresa cuenta en 2022 con 850 empleados.
En 2020, la empresa depuró 1,8 millones de autónomos. En una llamada de 2019 con inversores, el director ejecutivo Hayden Brown dijo que Upwork se centraría más en satisfacer las necesidades de las empresas Fortune 500 en lugar de las empresas más pequeñas que solo buscan un trabajo rápido.Brown también habló de una "brecha de habilidades" entre lo que las empresas buscaban en la plataforma Upwork y lo que obtenían. Muchos de los freelancers eliminados fueron calificados como "menos calificados" o tenían clasificaciones más bajas en la plataforma.
Upwork ha realizado otros cambios bajo el liderazgo de Brown. Adoptó tarifas de suscripción de clientes pagas, aumentó las tarifas de pago de los clientes al 3 %, elevó el costo de los "Conexiones" y cambió la cantidad de "Conexiones" necesarias para que los trabajadores independientes presentar propuestas de trabajo. Brown dijo que estos cambios se realizaron para mejorar la calidad de los trabajadores independientes y el trabajo independiente disponible en la plataforma, pero también generaron mayores ganancias financieras para Upwork y sus inversores.
Upwork lanzó una función llamada "Catálogo de proyectos" en octubre de 2020 que permite a los autónomos y las agencias ofrecer servicios con alcance previo a precios fijos.
En marzo de 2021, Upwork publicó un informe que afirma que hasta el 25 % de los profesionales esperan trabajar de forma permanente de forma remota.
La plataforma de Upwork incluye clientes de todos los tamaños, desde pequeñas empresas hasta las compañías de Fortune 100, y tiene usuarios en más de 180 países. En 2022, se generaron $4.1 mil millones en volumen bruto de servicios (GSV). El GSV proviene de todo el mundo, con un 26% generado por talentos en los EE. UU., que fue la geografía de talento más grande en 2022, 2021 y 2020. India y Filipinas siguieron siendo las siguientes geografías de talento más grandes en estos tres años. En 2021 y 2020, se generaron $3.5 mil millones y $2.5 mil millones de GSV respectivamente, y en cada año, aproximadamente el 25% fue generado por talentos en los Estados Unidos.
En 2022, Upwork registró una pérdida neta de $89.9 millones, en comparación con una pérdida neta de $56.2 millones en 2021. Además, la pérdida de EBITDA ajustado fue de $4.0 millones en 2022, frente a una ganancia de EBITDA.
En 2023, tras un aumento del coste de "Connects" y la introducción de un Boost, la empresa registró unos ingresos de 689,1 millones de dólares y un beneficio neto de 46,9 millones de dólares.
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
UPWK Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$8.73
Capitalización Bursátil
$1.08B
P/E (TTM)
9.8
BPA (TTM)
$0.84
Ingresos (TTM)
$788M
Rendimiento div.
—
ROE
18.6%
Deuda/Capital
0.6
Rango 52S
$7 – $23
UPWK 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
$788M
2016-12-31
→
2025-12-31
BPA
$0.84
2019-12-31
→
2025-12-31
Flujo de caja libre
$242M
2018-12-31
→
2025-12-31
Márgenes
14.6%
2018-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
UPWK
Mediana de Pares
P/E (TTM)
9.8
21.3
P/S (TTM) (P/V (TTM))
1.4
0.7
P/B (P/C)
1.7
3.4
EV / EBITDA
4.9
—
Price / FCF (Precio / FCF)
4.4
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
UPWK
Mediana de Pares
Gross Margin (Margen Bruto)
77.8%
30.3%
Operating Margin (Margen Operativo)
16.4%
—
Net Profit Margin (Margen de Beneficio Neto)
14.6%
1.1%
ROA
9.2%
2.1%
ROE
18.6%
3.1%
ROIC
9.8%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
UPWK
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.6
57.2
Current Ratio (Ratio corriente)
1.5
1.4
Quick Ratio (Ratio Rápido)
1.2
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
UPWK
Mediana de Pares
Revenue YoY (Ingresos interanuales)
2.4%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
8.4%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
16.1%
—
EPS YoY (EPS interanual)
-44.7%
—
Net Income YoY (Beneficio Neto interanual)
-46.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
UPWK
Mediana de Pares
UPWK Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
17 analistas
- Compra fuerte 3 17,6%
- Compra 5 29,4%
- Mantener 9 52,9%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
8 analistas · 2026-08-14
Mediana
$10.00
Media
$10.81
Ahora
$8.73
Mín
$8.00
Máx
$18.00
Objetivo mediano
$10.00
+14,5%
Objetivo medio
$10.81
+23,9%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.03%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.20 | $0.35 | -0.15% |
| 31 de marzo de 2026 | $0.35 | $0.28 | 0.07% |
| 31 de diciembre de 2025 | $0.36 | $0.32 | 0.04% |
| 30 de septiembre de 2025 | $0.36 | $0.29 | 0.07% |
| 30 de junio de 2025 | $0.35 | $0.28 | 0.07% |
| 31 de marzo de 2025 | $0.34 | $0.26 | 0.08% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| UPWK | $2.59B | 23.6 | 2.4% | 14.6% | 18.6% | 77.8% |
| TNET | $2.80B | 18.5 | -0.85% | 3.1% | 192.6% | — |
| MAN | — | -102.5 | 0.58% | -0.07% | -0.64% | 16.7% |
| NSP | $1.46B | -203.8 | 3.5% | -0.10% | -8.9% | 13.2% |
| KFRC | — | 15.8 | -5.4% | 2.6% | 26.9% | 27.2% |
| BBSI | $912M | 17.4 | 8.4% | 4.4% | 23.3% | 21.0% |
| KELYA | — | -1.2 | -1.9% | -6.0% | -23.0% | 20.1% |
| ALIT | — | -0.3 | -3.0% | -136.9% | -115.7% | 33.8% |
| TBI | $139M | -2.9 | 3.1% | -3.0% | -16.3% | 22.8% |
| ADP | $89.09B | 20.5 | 6.7% | 20.1% | 71.0% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $788M | $769M | $689M | $618M | $503M | $374M | $301M | $253M | $203M | |
| Cost of Revenue | $175M | $174M | $170M | $160M | $136M | $104M | $88M | $81M | $65M | |
| Gross Profit | $613M | $595M | $519M | $458M | $367M | $269M | $212M | $172M | $137M | |
| R&D Expense | $186M | $209M | $177M | $155M | $119M | $83M | $64M | $55M | $46M | |
| SG&A Expense | $147M | $129M | $119M | $124M | $113M | $72M | $67M | $49M | $37M | |
| Operating Expenses | $484M | $530M | $530M | $551M | $422M | $292M | $231M | $184M | $140M | |
| Operating Income | $129M | $65M | $-11M | $-93M | $-54M | $-22M | $-19M | $-12M | $-3M | |
| Interest Expense | · | · | · | $4M | $2M | $778.0K | $1M | $2M | $960.0K | |
| Interest Income | $27M | $28M | $24M | $8M | · | · | · | · | · | |
| Other Non-op | $24M | $25M | $60M | $3M | $-2M | $469.0K | $3M | $-6M | $-62.0K | |
| Pretax Income | $153M | $90M | $49M | $-89M | $-56M | $-23M | $-17M | $-20M | $-4M | |
| Income Tax | $38M | $-125M | $2M | $536.0K | $122.0K | $150.0K | $28.0K | $15.0K | $-22.0K | |
| Net Income | $115M | $216M | $47M | $-90M | $-56M | $-23M | $-17M | $-20M | $-4M | |
| EPS (Basic) | $0.87 | $1.61 | $0.35 | $-0.69 | $-0.44 | $-0.19 | $-0.15 | · | · | |
| EPS (Diluted) | $0.84 | $1.52 | $0.06 | $-0.69 | $-0.44 | $-0.19 | $-0.15 | · | · | |
| Shares (Basic) | 132,485,000 | 133,621,000 | 134,774,000 | 130,518,000 | 127,164,000 | 118,699,000 | 109,815,000 | · | · | |
| Shares (Diluted) | 140,660,000 | 143,152,000 | 137,263,000 | 130,518,000 | 127,164,000 | 118,699,000 | 109,815,000 | · | · | |
| EBITDA | $155M | $80M | $-11M | $-93M | $-54M | $-22M | $-19M | $-12M | · |
Balance general 26
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $294M | $306M | $80M | $129M | $187M | $94M | $48M | $129M | $22M | |
| Short-term Investments | $378M | $316M | $470M | $557M | $498M | $76M | $85M | $0 | · | |
| Receivables | $76M | $75M | $103M | $65M | $67M | $47M | $30M | $22M | $31M | |
| Prepaid Expense | $21M | $18M | $18M | $18M | $17M | $9M | $8M | $6M | $5M | |
| Current Assets | $951M | $911M | $883M | $931M | $930M | $361M | $281M | $256M | $144M | |
| PP&E (Net) | $44M | $30M | $27M | $22M | $21M | $28M | $21M | $11M | $4M | |
| PP&E (Gross) | $100M | $74M | $68M | $55M | $46M | $44M | $29M | $18M | $11M | |
| Accum. Depreciation | $56M | $44M | $41M | $33M | $25M | $15M | $8M | $7M | $8M | |
| Goodwill | $149M | $121M | $118M | $118M | $118M | $118M | $118M | $118M | $118M | |
| Intangibles | $37M | $13M | $3M | $0 | $0 | $667.0K | $3M | $6M | $9M | |
| Other Non-current Assets | $1M | $2M | $1M | $1M | $1M | $2M | $829.0K | $653.0K | $658.0K | |
| Total Assets | $1.30B | $1.21B | $1.04B | $1.08B | $1.08B | $529M | $446M | $392M | $275M | |
| Accounts Payable | $8M | $6M | $5M | $8M | $5M | $6M | $652.0K | $2M | $462.0K | |
| Current Liabilities | $650M | $268M | $293M | $248M | $234M | $199M | $149M | $128M | $115M | |
| Capital Leases | $10M | $10M | $6M | $11M | $17M | $21M | $21M | · | · | |
| Other Non-current Liabilities | $9M | $308.0K | $1M | $8M | $10M | $8M | $6M | $2M | $2M | |
| Total Liabilities | $669M | $636M | $656M | $831M | $822M | $230M | $187M | $148M | $140M | |
| Long-term Debt | $360M | $358M | · | · | $561M | $11M | $18M | $24M | $34M | |
| Total Debt | $360M | $358M | $356M | $564M | $561M | $11M | $18M | $24M | · | |
| Common Stock | $13.0K | $14.0K | $14.0K | $13.0K | $13.0K | $12.0K | $11.0K | $11.0K | $3.0K | |
| Retained Earnings | $37M | $-78M | $-294M | $-341M | $-251M | $-195M | $-172M | $-143M | $-124M | |
| Treasury Stock | · | · | $0 | · | · | · | · | · | · | |
| AOCI | $754.0K | $264.0K | $205.0K | $-3M | $-528.0K | · | · | · | · | |
| Stockholders' Equity | $630M | $575M | $381M | $249M | $260M | $299M | $259M | $244M | $-31M | |
| Liabilities + Equity | $1.30B | $1.21B | $1.04B | $1.08B | $1.08B | $529M | $446M | $392M | $275M | |
| Shares Outstanding | 130,545,236 | 135,348,453 | 137,272,754 | 132,368,265 | 129,130,478 | 124,795,222 | 113,604,398 | 106,454,321 | 33,740,323 |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $26M | $15M | $9M | $8M | · | · | · | · | · | |
| Stock-based Comp | $65M | $68M | $74M | $76M | $54M | $26M | $19M | $10M | $7M | |
| Deferred Tax | $18M | $-129M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Amort. of Intangibles | $9M | $2M | $0 | $0 | $700.0K | $3M | $3M | $3M | $3M | |
| Other Non-cash | $23M | $-16M | · | · | · | · | · | · | · | |
| Operating Cash Flow | $248M | $154M | $53M | $11M | $11M | $22M | $1M | $14M | $-4M | |
| CapEx | $6M | $4M | $692.0K | $1M | $1M | $6M | $11M | $3M | $2M | |
| Investing Cash Flow | $-137M | $138M | $88M | $-69M | $-429M | $-4M | $-101M | $-7M | $-2M | |
| Stock Repurchased | $136M | $100M | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | $-136M | $-100M | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-138M | $-82M | $-140M | $1M | $538M | $55M | $29M | $112M | $28M | |
| Net Change in Cash | $-27M | $209M | $1M | $-57M | $120M | $73M | $-70M | $119M | $21M | |
| Taxes Paid | $13M | $5M | $2M | · | · | · | · | · | · | |
| Free Cash Flow | $242M | $150M | $27M | $5M | $10M | $16M | $-10M | $11M | · | |
| Levered FCF | · | · | · | $801.1K | $8M | $15M | $-11M | $9M | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 77.8% | 77.4% | 75.3% | 74.1% | 73.0% | 72.1% | 70.7% | 67.8% | · | |
| Operating Margin | 16.4% | 8.5% | -1.6% | -15.0% | -10.8% | -6.0% | -6.2% | -4.6% | · | |
| Net Margin | 14.6% | 28.0% | 6.8% | -14.5% | -11.2% | -6.1% | -5.5% | -7.9% | · | |
| Pretax Margin | 19.4% | 11.8% | 7.1% | -14.4% | -11.2% | -6.1% | -5.5% | -7.8% | · | |
| EBITDA Margin | 19.7% | 10.4% | -1.6% | -15.0% | -10.8% | -6.0% | -6.2% | -4.6% | · | |
| ROA | 9.2% | 19.2% | 4.4% | -8.3% | -7.0% | -4.7% | -4.0% | -6.0% | · | |
| ROE | 18.6% | 43.7% | 13.0% | -36.6% | -21.4% | -7.9% | -6.6% | -18.9% | · | |
| ROIC | 9.8% | 16.7% | -1.5% | -11.5% | -6.6% | -7.3% | -6.8% | -4.4% | · |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 3.4 | 3.0 | 3.8 | 4.0 | 1.8 | 1.9 | 2.0 | · | |
| Quick Ratio | 1.2 | 2.6 | 2.2 | 3.0 | 3.2 | 1.1 | 1.1 | 1.2 | · | |
| Debt / Equity | 0.6 | 0.6 | 0.9 | 2.3 | 2.2 | 0.0 | 0.1 | 0.1 | · | |
| LT Debt / Equity | 0.0 | 0.6 | 0.9 | 2.3 | 2.2 | 0.0 | 0.0 | 0.1 | · | |
| Interest Coverage | · | · | · | -20.7 | -24.9 | -28.8 | -14.3 | -5.7 | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.7 | 0.7 | 0.6 | 0.6 | 0.8 | 0.7 | 0.8 | · | |
| Receivables Turnover | 10.4 | 8.6 | 8.2 | 9.4 | 8.8 | 9.7 | 11.9 | 9.5 | · |
Tasas de Crecimiento 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.4% | 11.6% | 11.5% | 23.0% | 34.6% | · | · | · | · | |
| Revenue CAGR 3Y | 8.4% | 15.2% | 22.6% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.1% | · | · | · | · | · | · | · | · | |
| EPS YoY | -44.7% | 2433.3% | · | · | · | · | · | · | · | |
| Net Income YoY | -46.5% | 359.8% | · | · | · | · | · | · | · |
Valoración (TTM) 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $788M | $769M | $689M | $618M | $503M | $374M | $301M | $253M | · | |
| Net Income TTM | $115M | $216M | $47M | $-90M | $-56M | $-23M | $-17M | $-20M | · | |
| Market Cap | $2.59B | $2.21B | $2.04B | $1.38B | $4.41B | $4.31B | $1.21B | · | · | |
| Enterprise Value | $2.27B | $1.95B | $1.85B | $1.26B | $4.29B | $4.15B | $1.10B | · | · | |
| P/E | 23.6 | 10.8 | 247.8 | -15.1 | -77.6 | -181.7 | -71.1 | · | · | |
| P/S | 3.3 | 2.9 | 3.0 | 2.2 | 8.8 | 11.5 | 4.0 | · | · | |
| P/B | 4.1 | 3.8 | 5.4 | 5.6 | 17.0 | 14.4 | 4.7 | · | · | |
| P / Tangible Book | 5.8 | 5.0 | 7.9 | 10.6 | 31.2 | 23.9 | · | · | · | |
| P / Cash Flow | 10.4 | 14.4 | 75.0 | 210.7 | 407.1 | 192.6 | 1145.7 | · | · | |
| P / FCF | 10.7 | 14.7 | 76.9 | 260.2 | 449.7 | 268.5 | -125.0 | · | · | |
| EV / EBITDA | 14.7 | 24.4 | -164.1 | -13.6 | -79.1 | -185.2 | -58.5 | · | · | |
| EV / FCF | 9.4 | 13.0 | 69.6 | 237.2 | 437.1 | 258.6 | -113.1 | · | · | |
| EV / Revenue | 2.9 | 2.5 | 2.7 | 2.0 | 8.5 | 11.1 | 3.6 | · | · | |
| Earnings Yield | 4.2% | 9.3% | 0.40% | -6.6% | -1.3% | -0.55% | -1.4% | · | · |
Estado de resultados 18
| 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 | $192M | $195M | $198M | $202M | $195M | $193M | $191M | $194M | $193M | $191M | $184M | $176M | $169M | $161M | $161M | $159M | |
| Cost of Revenue | $45M | $45M | $44M | $46M | $43M | $42M | $43M | $43M | $44M | $44M | $46M | $43M | $41M | $40M | $41M | $40M | |
| Gross Profit | $146M | $151M | $155M | $156M | $152M | $151M | $149M | $150M | $149M | $147M | $138M | $132M | $128M | $120M | $120M | $118M | |
| R&D Expense | $44M | $43M | $47M | $47M | $45M | $46M | $53M | $50M | $52M | $53M | $46M | $43M | $43M | $44M | $42M | $39M | |
| SG&A Expense | $37M | $35M | $42M | $41M | $36M | $28M | $36M | $31M | $30M | $32M | $32M | $29M | $29M | $29M | $30M | $31M | |
| Operating Expenses | $118M | $118M | $126M | $126M | $119M | $112M | $135M | $130M | $131M | $134M | $130M | $121M | $134M | $145M | $141M | $144M | |
| Operating Income | $28M | $33M | $28M | $30M | $33M | $39M | $14M | $21M | $18M | $13M | $8M | $11M | $-6M | $-25M | $-20M | $-25M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | $711.0K | $713.0K | $1M | · | $1M | |
| Interest Income | $5M | $6M | $7M | $7M | $7M | $7M | $6M | $8M | $6M | $8M | · | · | · | · | · | · | |
| Other Non-op | $4M | $5M | $6M | $6M | $6M | $6M | $5M | $8M | $6M | $7M | $7M | $6M | $4M | $43M | $1M | $2M | |
| Pretax Income | $32M | $38M | $34M | $36M | $38M | $45M | $18M | $29M | $23M | $20M | $16M | $17M | $-2M | $18M | $-16M | $-25M | |
| Income Tax | $7M | $6M | $18M | $6M | $6M | $7M | $-129M | $1M | $1M | $1M | $-2M | $895.0K | $2M | $795.0K | $440.0K | $40.0K | |
| Net Income | $25M | $31M | $16M | $29M | $33M | $38M | $147M | $28M | $22M | $18M | $17M | $16M | $-4M | $17M | $-16M | $-25M | |
| EPS (Basic) | $0.21 | $0.25 | $0.12 | $0.22 | $0.25 | $0.28 | $1.09 | $0.21 | $0.17 | $0.14 | $0.13 | $0.12 | $-0.03 | $0.13 | $-0.13 | $-0.19 | |
| EPS (Diluted) | $0.20 | $0.24 | $0.12 | $0.21 | $0.24 | $0.27 | $1.02 | $0.20 | $0.17 | $0.13 | $0.12 | $0.12 | $-0.03 | $-0.15 | $-0.13 | $-0.19 | |
| Shares (Basic) | 123,918,000 | 128,116,000 | -266,893,000 | 131,987,000 | 132,183,000 | 135,208,000 | -266,775,000 | 132,603,000 | 131,436,000 | 136,357,000 | -267,654,000 | 135,450,000 | 134,142,000 | 132,836,000 | -259,732,000 | 130,830,000 | |
| Shares (Diluted) | 129,958,000 | 135,656,000 | -281,981,000 | 139,666,000 | 140,198,000 | 142,777,000 | -278,065,000 | 139,294,000 | 138,266,000 | 143,657,000 | -270,136,000 | 137,291,000 | 134,142,000 | 135,966,000 | -259,732,000 | 130,830,000 | |
| EBITDA | $28M | $42M | · | $30M | $33M | $44M | · | $21M | $18M | $13M | · | $11M | $-6M | $-25M | · | $-25M |
Balance general 26
| 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 | $476M | $328M | $294M | $261M | $291M | $304M | $306M | $288M | $183M | $25M | $80M | $147M | $154M | $102M | $129M | $156M | |
| Short-term Investments | $138M | $251M | $378M | $382M | $344M | $318M | $316M | $313M | $315M | $466M | · | $408M | $363M | $408M | · | $519M | |
| Receivables | $76M | $76M | $76M | $76M | $71M | $78M | $75M | $69M | $117M | $114M | · | $60M | $66M | $59M | · | $67M | |
| Prepaid Expense | $25M | $24M | $21M | $18M | $21M | $22M | $18M | $19M | $23M | $20M | · | $17M | $19M | $19M | · | $17M | |
| Current Assets | $909M | $883M | $951M | $949M | $939M | $938M | $911M | $904M | $856M | $848M | · | $810M | $780M | $768M | · | $930M | |
| PP&E (Net) | $59M | $49M | $44M | $40M | $38M | $35M | $30M | $30M | $28M | $27M | · | $27M | $25M | $23M | · | $21M | |
| PP&E (Gross) | $126M | $111M | $100M | $91M | $85M | $82M | $74M | $80M | $75M | $71M | · | $65M | $61M | $58M | · | $52M | |
| Accum. Depreciation | $67M | $61M | $56M | $51M | $46M | $47M | $44M | $50M | $47M | $44M | · | $38M | $37M | $35M | · | $31M | |
| Goodwill | $149M | $149M | $149M | $150M | $141M | $121M | $121M | $118M | $118M | $118M | · | $118M | $118M | $118M | · | $118M | |
| Intangibles | $31M | $34M | $37M | $40M | $10M | $11M | $13M | $2M | $2M | $3M | · | · | · | · | · | · | |
| Other Non-current Assets | $4M | $2M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | · | $1M | $1M | $2M | · | $1M | |
| Total Assets | $1.27B | $1.24B | $1.30B | $1.31B | $1.26B | $1.24B | $1.21B | $1.06B | $1.01B | $1.00B | · | $961M | $931M | $918M | · | $1.08B | |
| Accounts Payable | $7M | $11M | $8M | $9M | $1M | $4M | $6M | $6M | $6M | $6M | · | $2M | $4M | $4M | · | $5M | |
| Current Liabilities | $638M | $647M | $650M | $660M | $280M | $275M | $268M | $284M | $285M | $289M | · | $253M | $255M | $257M | · | $252M | |
| Capital Leases | $14M | $15M | $10M | $10M | $10M | $10M | $10M | $9M | $5M | $5M | · | $7M | $8M | $10M | · | $13M | |
| Other Non-current Liabilities | $11M | $10M | $9M | $12M | $4M | $2M | $308.0K | $361.0K | $528.0K | $596.0K | · | $3M | $6M | $8M | · | $8M | |
| Total Liabilities | $663M | $672M | $669M | $683M | $653M | $646M | $636M | $651M | $647M | $652M | · | $618M | $624M | $629M | · | $837M | |
| Long-term Debt | $361M | $360M | $360M | $359M | · | · | $358M | · | · | · | · | · | · | · | · | $564M | |
| Total Debt | $361M | $360M | · | $359M | $359M | $358M | · | $357M | $357M | $357M | · | $356M | $355M | $355M | · | $564M | |
| Common Stock | $12.0K | $12.0K | $13.0K | $13.0K | $13.0K | $13.0K | $14.0K | $13.0K | $13.0K | $13.0K | · | $14.0K | $13.0K | $13.0K | · | $13.0K | |
| Retained Earnings | $94M | $68M | $37M | $21M | $-8M | $-41M | $-78M | $-226M | $-253M | $-276M | · | $-311M | $-328M | $-324M | · | $-324M | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | $2M | · | · | · | · | · | · | |
| AOCI | $-39.0K | $139.0K | $754.0K | $867.0K | $724.0K | $548.0K | $264.0K | $1M | $-529.0K | $-386.0K | · | $-393.0K | $-865.0K | $-1M | · | $-5M | |
| Stockholders' Equity | $611M | $570M | $630M | $628M | $609M | $594M | $575M | $411M | $361M | $349M | $381M | $343M | $307M | $289M | $249M | $243M | |
| Liabilities + Equity | $1.27B | $1.24B | $1.30B | $1.31B | $1.26B | $1.24B | $1.21B | $1.06B | $1.01B | $1.00B | · | $961M | $931M | $918M | · | $1.08B | |
| Shares Outstanding | 124,797,586 | 123,574,974 | 130,545,236 | 131,393,994 | 132,506,031 | 134,048,900 | 135,348,453 | 133,497,277 | 132,006,676 | 133,118,345 | 137,272,754 | 136,109,497 | 134,883,597 | 133,464,264 | 132,368,265 | 131,342,482 |
Flujo de Efectivo 14
| 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 | $9M | $9M | $7M | $8M | $6M | $5M | $4M | $4M | $4M | $3M | · | · | · | · | · | · | |
| Stock-based Comp | $14M | $15M | $17M | $20M | $16M | $12M | $14M | $19M | $19M | $17M | $18M | $18M | $18M | $20M | $19M | $20M | |
| Deferred Tax | $2M | $93.0K | $19M | $-2M | $2M | $0 | $-129M | $0 | · | · | · | · | · | · | · | · | |
| Restructuring | · | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $-33M | · | · | · | $-18M | · | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $47M | $23M | $64M | $75M | $73M | $37M | $39M | $72M | $48M | $15M | $20M | $37M | $4M | $-9M | $13M | $10M | |
| CapEx | $2M | $2M | $455.0K | $482.0K | $2M | $2M | $2M | $1M | $598.0K | $177.0K | $134.0K | $423.0K | $-23.0K | $158.0K | $355.0K | $291.0K | |
| Investing Cash Flow | $103M | $118M | $1M | $-81M | $-51M | $-5M | $-21M | $2M | $150M | $6M | $-63M | $-45M | $45M | $152M | $-37M | $11M | |
| Stock Repurchased | $2M | $108M | $34M | $31M | $38M | $33M | $0 | $0 | $33M | $67M | $0 | $0 | $0 | $0 | · | · | |
| Net Stock Activity | · | $-108M | · | · | · | $-33M | · | · | · | $-67M | · | · | · | · | · | · | |
| Financing Cash Flow | $-13M | $-84M | $-62M | $-24M | $-38M | $-13M | $-19M | $27M | $-45M | $-65M | $11M | $1M | $400.0K | $-152M | $-12M | $-18M | |
| Net Change in Cash | $137M | $57M | $3M | $-31M | $-17M | $19M | $-1M | $101M | $154M | $-44M | $-33M | $-7M | $50M | $-9M | $-35M | $3M | |
| Free Cash Flow | · | $21M | · | · | · | $34M | · | · | · | $5M | · | · | · | $-9M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | · | $-10M | · | · |
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 | 76.4% | 77.2% | · | 77.3% | 77.7% | 78.3% | · | 77.6% | 77.3% | 76.8% | · | 75.4% | 75.8% | 74.9% | · | 74.5% | |
| Operating Margin | 14.7% | 16.7% | · | 14.8% | 16.7% | 20.1% | · | 10.7% | 9.2% | 6.8% | · | 6.5% | -3.6% | -15.6% | · | -16.0% | |
| Net Margin | 13.2% | 16.1% | · | 14.5% | 16.8% | 19.6% | · | 14.3% | 11.5% | 9.7% | · | 9.3% | -2.4% | 10.7% | · | -15.7% | |
| Pretax Margin | 16.8% | 19.3% | · | 17.7% | 19.7% | 23.4% | · | 14.9% | 12.1% | 10.3% | · | 9.8% | -1.3% | 11.2% | · | -15.6% | |
| EBITDA Margin | 14.7% | 21.4% | · | 14.8% | 16.7% | 22.6% | · | 10.7% | 9.2% | 6.8% | · | 6.5% | -3.6% | -15.6% | · | -16.0% | |
| ROA | 2.0% | 2.5% | · | 2.5% | 2.9% | 3.4% | · | 2.7% | 2.3% | 1.9% | · | 1.6% | -0.39% | 1.7% | · | -2.3% | |
| ROE | 4.2% | 5.4% | · | 5.7% | 6.8% | 8.0% | · | 7.4% | 6.7% | 5.8% | · | 5.6% | -1.4% | 6.4% | · | -9.8% | |
| ROIC | 2.3% | 2.9% | · | 2.5% | 2.9% | 3.4% | · | 2.6% | 2.4% | 1.7% | · | 1.6% | -1.7% | -3.7% | · | -3.2% |
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 | 1.4 | · | 1.4 | 3.4 | 3.4 | · | 3.2 | 3.0 | 2.9 | · | 3.2 | 3.1 | 3.0 | · | 3.7 | |
| Quick Ratio | 1.1 | 1.0 | · | 1.1 | 2.5 | 2.5 | · | 2.4 | 2.2 | 2.1 | · | 2.4 | 2.3 | 2.2 | · | 2.9 | |
| Debt / Equity | 0.6 | 0.6 | · | 0.6 | 0.6 | 0.6 | · | 0.9 | 1.0 | 1.0 | · | 1.0 | 1.2 | 1.2 | · | 2.3 | |
| LT Debt / Equity | · | · | · | 0.0 | 0.6 | 0.6 | · | 0.9 | 1.0 | 1.0 | · | 1.0 | 1.2 | 1.2 | · | 2.3 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | 16.1 | -8.6 | -22.7 | · | -22.8 |
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 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.1 | |
| Receivables Turnover | 2.6 | 2.5 | · | 2.8 | 2.1 | 2.0 | · | 3.0 | 2.1 | 2.2 | · | 2.8 | 2.5 | 2.7 | · | 2.5 |
Valoración (TTM) 14
| 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 | $784M | $785M | · | $783M | $775M | $771M | · | $754M | $728M | $696M | · | $664M | $645M | $618M | · | $585M | |
| Net Income TTM | $119M | $131M | · | $128M | $120M | $106M | · | $85M | $53M | $48M | · | $5M | $-35M | $-56M | · | $-83M | |
| Market Cap | $1.04B | $1.35B | · | $2.44B | $1.78B | $1.75B | · | $1.40B | $1.42B | $1.63B | · | $1.55B | $1.26B | $1.51B | · | $1.79B | |
| Enterprise Value | $790M | $1.13B | · | $2.16B | $1.51B | $1.49B | · | $1.15B | $1.28B | $1.50B | · | $1.35B | $1.10B | $1.36B | · | $1.68B | |
| P/E | 9.4 | 11.4 | · | 20.2 | 15.3 | 16.9 | · | 16.9 | 27.6 | 175.1 | · | -45.4 | -17.0 | -15.9 | · | -21.6 | |
| P/S | 1.3 | 1.7 | · | 3.1 | 2.3 | 2.3 | · | 1.9 | 1.9 | 2.3 | · | 2.3 | 2.0 | 2.4 | · | 3.1 | |
| P/B | 1.7 | 2.4 | · | 3.9 | 2.9 | 2.9 | · | 3.4 | 3.9 | 4.7 | · | 4.5 | 4.1 | 5.2 | · | 7.4 | |
| P / Tangible Book | 2.4 | 3.5 | · | 5.6 | 3.9 | 3.8 | · | 4.8 | 5.9 | 7.2 | · | 6.9 | 6.7 | 8.8 | · | 14.4 | |
| P / Cash Flow | · | 58.8 | · | · | · | 47.3 | · | · | · | 288.5 | · | · | · | -173.6 | · | · | |
| P / FCF | · | 63.6 | · | · | · | 50.7 | · | · | · | 297.9 | · | · | · | -170.5 | · | · | |
| EV / EBITDA | 28.1 | 27.1 | · | 72.5 | 46.2 | 34.1 | · | 55.4 | 71.9 | 114.8 | · | 117.4 | -179.6 | -54.2 | · | -65.9 | |
| EV / FCF | · | 53.3 | · | · | · | 43.1 | · | · | · | 273.4 | · | · | · | -153.1 | · | · | |
| EV / Revenue | 1.0 | 1.4 | · | 2.8 | 1.9 | 1.9 | · | 1.5 | 1.8 | 2.2 | · | 2.0 | 1.7 | 2.2 | · | 2.9 | |
| Earnings Yield | 10.7% | 8.8% | · | 5.0% | 6.6% | 5.9% | · | 5.9% | 3.6% | 0.57% | · | -2.2% | -5.9% | -6.3% | · | -4.6% |
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 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $788M | $769M | $689M | $618M | $503M |
| Margen Bruto % | 77.8% | 77.4% | 75.3% | 74.1% | 73.0% |
| Margen Operativo % | 16.4% | 8.5% | -1.6% | -15.0% | -10.8% |
| Beneficio neto | $115M | $216M | $47M | $-90M | $-56M |
| EPS Diluido | $0.84 | $1.52 | $0.06 | $-0.69 | $-0.44 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.6 | 0.6 | 0.9 | 2.3 | 2.2 |
| Ratio corriente | 1.5 | 3.4 | 3.0 | 3.8 | 4.0 |
| Ratio Rápido | 1.2 | 2.6 | 2.2 | 3.0 | 3.2 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $242M | $150M | $27M | $5M | $10M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 337 declarantes · $733.4M 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 |
|---|---|---|---|---|
| 58 (-7 vs trimestre anterior) | 48 (-7 vs trimestre anterior) | 111 (-4 vs trimestre anterior) | 93 (-1 vs trimestre anterior) | +8.1M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $66 033 508 | 7 898 745 | 9,00% | Acciones |
| Ancient Art, L.P. | $60 430 511 | 7 228 530 | 8,24% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $44 423 092 | 5 313 767 | 6,06% | Acciones |
| STATE STREET CORP | $43 432 365 | 5 195 259 | 5,92% | Acciones |
| Capital International Investors | $40 609 636 | 4 857 612 | 5,54% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $36 967 193 | 4 421 913 | 5,04% | Acciones |
| GOLDMAN SACHS GROUP INC | $23 825 022 | 2 849 883 | 3,25% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $23 333 541 | 2 790 477 | 3,18% | Acciones |
| RICE HALL JAMES & ASSOCIATES, LLC | $23 214 090 | 2 776 805 | 3,17% | Acciones |
| Invenomic Capital Management LP | $20 121 868 | 2 406 922 | 2,74% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $15 494 825 | 1 853 448 | 2,11% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $14 053 327 | 1 681 020 | 1,92% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $12 535 628 | 1 499 477 | 1,71% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $12 387 756 | 1 481 789 | 1,69% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $10 933 409 | 1 307 824 | 1,49% | Acciones |
| Cubist Systematic Strategies, LLC | $9 881 908 | 532 144 | 1,35% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $9 321 291 | 1 114 987 | 1,27% | Acciones |
| Kent Lake PR LLC | $9 285 000 | 500 000 | 1,27% | Acciones |
| ROYCE & ASSOCIATES LP | $9 001 120 | 1 076 689 | 1,23% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $8 928 839 | 1 068 043 | 1,22% | Acciones |
| OP Asset Management Ltd | $8 196 654 | 980 461 | 1,12% | Acciones |
| CITADEL ADVISORS LLC | $8 094 896 | 968 289 | 1,10% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7 875 463 | 942 041 | 1,07% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $6 986 210 | 835 671 | 0,95% | Acciones |
| Squarepoint Ops LLC | $6 163 276 | 737 234 | 0,84% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $6 032 258 | 721 562 | 0,82% | Acciones |
| FMR LLC | $5 743 588 | 687 032 | 0,78% | Acciones |
| Fiera Capital Corp | $5 733 823 | 685 864 | 0,78% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $5 067 312 | 462 346 | 0,69% | Acciones |
| Public Sector Pension Investment Board | $4 945 542 | 591 572 | 0,67% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $4 680 496 | 559 868 | 0,64% | Acciones |
| Financial Gravity Wealth, Inc. | $4 655 392 | 424 762 | 0,63% | Acciones |
| Hillsdale Investment Management Inc. | $4 530 284 | 541 900 | 0,62% | Acciones |
| OneDigital Investment Advisors LLC | $4 151 108 | 496 544 | 0,57% | Acciones |
| AMERIPRISE FINANCIAL INC | $4 088 668 | 489 075 | 0,56% | Acciones |
| Allianz Asset Management GmbH | $4 047 955 | 369 339 | 0,55% | Acciones |
| GOLDMAN SACHS GROUP INC | $3 922 512 | 469 200 | 0,53% | Opción de venta |
| Robeco Institutional Asset Management B.V. | $3 891 104 | 465 443 | 0,53% | Acciones |
| KESTREL INVESTMENT MANAGEMENT CORP | $3 619 880 | 433 000 | 0,49% | Acciones |
| Man Group plc | $3 391 167 | 405 642 | 0,46% | Acciones |
| Bank of New York Mellon Corp | $3 370 551 | 403 176 | 0,46% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3 276 668 | 391 946 | 0,45% | Acciones |
| Point72 Asset Management, L.P. | $3 259 355 | 389 875 | 0,44% | Acciones |
| Circumference Group LLC | $3 193 520 | 382 000 | 0,44% | Acciones |
| BANK OF AMERICA CORP /DE/ | $3 112 854 | 372 351 | 0,42% | Acciones |
| ALGERT GLOBAL LLC | $3 018 629 | 361 080 | 0,41% | Acciones |
| Jump Financial, LLC | $2 947 736 | 352 600 | 0,40% | Acciones |
| WOLVERINE TRADING, LLC | $2 826 787 | 148 700 | 0,39% | Opción de compra |
| JPMORGAN CHASE & CO | $2 612 822 | 309 375 | 0,36% | Acciones |
| Engineers Gate Manager LP | $2 512 732 | 300 566 | 0,34% | Acciones |
| Parallax Volatility Advisers, L.P. | $2 508 000 | 300 000 | 0,34% | Opción de venta |
| Sparta 24 Ltd. | $2 479 810 | 296 628 | 0,34% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $2 471 174 | 295 595 | 0,34% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $2 460 289 | 294 293 | 0,34% | Acciones |
| CITADEL ADVISORS LLC | $2 405 172 | 287 700 | 0,33% | Opción de compra |
| RHUMBLINE ADVISERS | $2 381 936 | 284 923 | 0,32% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $2 205 987 | 263 874 | 0,30% | Acciones |
| Swiss National Bank | $2 077 460 | 248 500 | 0,28% | Acciones |
| State of Wyoming | $1 964 959 | 235 043 | 0,27% | Acciones |
| Boston Partners | $1 913 460 | 228 883 | 0,26% | Acciones |
| Brevan Howard Capital Management LP | $1 902 034 | 227 516 | 0,26% | Acciones |
| Freestone Grove Partners LP | $1 825 130 | 218 317 | 0,25% | Acciones |
| Avestar Capital, LLC | $1 740 167 | 208 154 | 0,24% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 712 094 | 156 213 | 0,23% | Acciones |
| Baader Bank Aktiengesellschaft | $1 672 000 | 200 000 | 0,23% | Acciones |
| SEGALL BRYANT & HAMILL, LLC | $1 612 477 | 192 880 | 0,22% | Acciones |
| STIFEL FINANCIAL CORP | $1 571 239 | 187 947 | 0,21% | Acciones |
| JUPITER ASSET MANAGEMENT LTD | $1 527 347 | 182 697 | 0,21% | Acciones |
| Gotham Asset Management, LLC | $1 497 903 | 179 175 | 0,20% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 447 116 | 173 100 | 0,20% | Opción de venta |
| PRUDENTIAL FINANCIAL INC | $1 443 354 | 172 650 | 0,20% | Acciones |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1 407 381 | 168 347 | 0,19% | Acciones |
| Aviance Capital Partners, LLC | $1 365 364 | 163 321 | 0,19% | Acciones |
| D. E. Shaw & Co., Inc. | $1 323 814 | 158 351 | 0,18% | Acciones |
| JANE STREET GROUP, LLC | $1 308 340 | 156 500 | 0,18% | Opción de compra |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 283 410 | 153 518 | 0,17% | Acciones |
| CITADEL ADVISORS LLC | $1 218 888 | 145 800 | 0,17% | Opción de venta |
| XTX Topco Ltd | $1 211 280 | 144 890 | 0,17% | Acciones |
| LPL Financial LLC | $1 204 317 | 144 057 | 0,16% | Acciones |
| PEAK6 LLC | $1 201 332 | 143 700 | 0,16% | Opción de venta |
| ESSEX INVESTMENT MANAGEMENT CO LLC | $1 103 002 | 131 938 | 0,15% | Acciones |
| CAXTON ASSOCIATES LLP | $1 059 454 | 126 729 | 0,14% | Acciones |
| AlphaCore Capital LLC | $1 025 981 | 122 725 | 0,14% | Acciones |
| AlphaQuest LLC | $1 024 298 | 51 680 | 0,14% | Acciones |
| BlackRock, Inc. | $966 775 | 115 643 | 0,13% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $938 535 | 112 265 | 0,13% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $913 815 | 109 308 | 0,12% | Acciones |
| Amundi | $895 724 | 107 144 | 0,12% | Acciones |
| KLP KAPITALFORVALTNING AS | $844 360 | 101 000 | 0,12% | Acciones |
| Parallax Volatility Advisers, L.P. | $836 000 | 100 000 | 0,11% | Acciones |
| INTECH INVESTMENT MANAGEMENT LLC | $834 178 | 99 782 | 0,11% | Acciones |
| SummitTX Capital, L.P. | $821 679 | 98 287 | 0,11% | Acciones |
| Campbell & CO Investment Adviser LLC | $820 994 | 98 205 | 0,11% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $787 512 | 94 200 | 0,11% | Opción de compra |
| WOLVERINE TRADING, LLC | $739 489 | 38 900 | 0,10% | Opción de venta |
| State of Tennessee, Department of Treasury | $713 050 | 85 293 | 0,10% | Acciones |
| CARY STREET PARTNERS FINANCIAL LLC | $712 431 | 85 219 | 0,10% | Acciones |
| STRAIGHTLINE GROUP LLC | $697 276 | 83 406 | 0,10% | Acciones |
| Grantham, Mayo, Van Otterloo & Co. LLC | $679 961 | 81 335 | 0,09% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $675 087 | 80 752 | 0,09% | Acciones |
Informantes de la empresa 23 insiders · 8 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Hayden Brown | President & CEO | 18 de junio de 2026 M | 797 495 | 0 | 1 | $-191 264 |
| Erica Gessert | Chief Financial Officer | 18 de junio de 2026 M | 341 609 | 0 | 1 | $-74 727 |
| Jeff Mccombs | Chief Financial Officer | 18 de noviembre de 2022 M | 97 264 | 0 | 0 | $0 |
| Brian K Kinion | Chief Financial Officer | 29 de febrero de 2020 M | 4 806 | 0 | 0 | $0 |
| Anthony Ray Kappus | GM & Chief Operating Officer | 18 de julio de 2026 M | 4 063 | 0 | 1 | $-5 055 |
| Sabrina Mekhalfa | Chief Accounting Officer | 18 de junio de 2026 M | 4 396 | 0 | 1 | $-10 399 |
| Olivier Marie | Chief Accounting Officer | 18 de junio de 2023 M | 15 708 | 0 | 0 | $0 |
| Eric Gilpin | Chief Sales Officer | 18 de febrero de 2023 M | 51 188 | 0 | 0 | $0 |
| Claire Bramley | Consejero | 4 de junio de 2026 A | 45 146 | 0 | 0 | $0 |
| Gary Steele | Consejero | 4 de junio de 2026 A | 112 216 | 0 | 0 | $0 |
| Dana L Evan | Consejero | 4 de junio de 2026 A | 56 835 | 0 | 0 | $0 |
| Glenn Kelman | Consejero | 4 de junio de 2026 A | 66 422 | 0 | 0 | $0 |
| David H Lissy | Consejero | 4 de junio de 2026 A | 66 026 | 0 | 0 | $0 |
| Kevin Harvey | Consejero | 4 de junio de 2026 A | 147 216 | 0 | 0 | $0 |
| Thomas Layton | Consejero | 4 de junio de 2026 A | 52 296 | 0 | 0 | $0 |
| Anilu Vazquez-Ubarri | Consejero | 9 de junio de 2023 A | 56 299 | 0 | 0 | $0 |
| Leela Srinivasan | Consejero | 9 de junio de 2023 A | 61 634 | 0 | 0 | $0 |
| Gregory C. Gretsch | Consejero | 9 de junio de 2023 A | 268 939 | 0 | 0 | $0 |
| NELSON ELIZABETH A | Consejero | 9 de junio de 2023 A | 32 616 | 0 | 0 | $0 |
| Dan Marriott | Consejero | 1 de junio de 2020 A | 190 730 | 0 | 0 | $0 |
| Stephane Kasriel | Consejero | 29 de febrero de 2020 M | 281 567 | 0 | 0 | $0 |
| Steven M Spurlock | Propietario del 10% | 19 de agosto de 2019 S | 0 | 0 | 0 | $0 |
| Bruce W. Dunlevie | Propietario del 10% | 12 de agosto de 2019 S | 0 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 73 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 |
|---|---|---|---|---|
| RNIN · EA Series Trust | 1,06% | 156 377 NS | 30 de abril de 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0,44% | 9 745 NS | 30 de abril de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,41% | 61 663 NS | 30 de abril de 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 0,32% | 71 967 SH | 19 de agosto de 2026 | Diario |
| CALF · Pacer Funds Trust | 0,21% | 714 387 NS | 30 de abril de 2026 | N-PORT |
| RZG · Invesco Exchange-Traded Fund Trust | 0,20% | 31 265 SH | 19 de agosto de 2026 | Diario |
| PSC · Principal Exchange-Traded Funds | 0,18% | 514 743 NS | 30 de junio de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,17% | 40 518 NS | 31 de mayo de 2026 | N-PORT |
| OASC · Unified Series Trust | 0,16% | 15 048 NS | 31 de mayo de 2026 | N-PORT |
| FSCC · Federated Hermes ETF Trust | 0,12% | 36 889 NS | 31 de mayo de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,11% | 147 025 SH | 19 de agosto de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,10% | 129 336 NS | 30 de abril de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,09% | 11 001 NS | 30 de abril de 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0,08% | 71 526 SH | 19 de agosto de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,07% | 21 464 SH | 19 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 45 425 NS | 30 de abril de 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,06% | 430 566 SH | 19 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,06% | 61 760 NS | 31 de mayo de 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,05% | 165 086 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 172 491 SH | 19 de agosto de 2026 | Diario |
| SAA · ProShares Trust | 0,05% | 1 562 NS | 31 de mayo de 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,05% | 75 976 SH | 19 de agosto de 2026 | Diario |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,05% | 118 739 SH | 19 de agosto de 2026 | Diario |
| IWN · iShares Trust | 0,05% | 823 361 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,05% | 159 021 SH | 19 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,04% | 53 302 NS | 30 de abril de 2026 | N-PORT |
| IWM · iShares Trust | 0,03% | 3 121 992 SH | 19 de agosto de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,03% | 415 954 NS | 30 de abril de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 402 062 NS | 30 de abril de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,03% | 1 543 614 SH | 19 de agosto de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 693 268 SH | 19 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,03% | 23 795 SH | 19 de agosto de 2026 | Diario |
| PKW · Invesco Exchange-Traded Fund Trust | 0,03% | 59 308 SH | 19 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,03% | 5 793 NS | 31 de mayo de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 624 845 NS | 31 de mayo de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,02% | 695 119 NS | 31 de mayo de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 35 756 SH | 19 de agosto de 2026 | Diario |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,02% | 5 390 NS | 31 de mayo de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,02% | 36 911 NS | 30 de abril de 2026 | N-PORT |
| IWO · iShares Trust | 0,02% | 304 758 SH | 19 de agosto de 2026 | Diario |
| UWM · ProShares Trust | 0,02% | 4 530 NS | 31 de mayo de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,02% | 5 860 NS | 30 de abril de 2026 | N-PORT |
| ISCB · iShares Trust | 0,01% | 4 804 SH | 19 de agosto de 2026 | Diario |
| TILT · FlexShares Trust | 0,01% | 26 776 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 4 581 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,01% | 22 275 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 1 419 310 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,01% | 2 683 985 SH | 19 de agosto de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,01% | 151 461 SH | 19 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,01% | 7 597 SH | 19 de agosto de 2026 | Diario |