VERX Vertex, Inc. - Class A Common Stock
$12,83
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 4, 2026
Rango 52S
$10–$27
16% of range
Calificación del Analista
HOLD
22 analysts
Precio Objetivo
$17
+34% upside
P/E (TTM)
—
ROE
2.8%
Margen de Beneficio Neto
0.96%
VERX Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$12.83
Capitalización Bursátil
—
P/E (TTM)
—
BPA (TTM)
—
Ingresos (TTM)
$748M
Rendimiento div.
—
ROE
2.8%
Deuda/Capital
1.3
Rango 52S
$10 – $27
VERX 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
$748M
2020-12-31
→
2025-12-31
BPA
—
Flujo de caja libre
—
2020-12-31
→
2023-12-31
Márgenes
0.96%
2020-12-31
→
2025-12-31
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
VERX
Mediana de Pares
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
VERX
Mediana de Pares
Gross Margin (Margen Bruto)
64.3%
60.2%
Operating Margin (Margen Operativo)
0.31%
—
Net Profit Margin (Margen de Beneficio Neto)
0.96%
-1.1%
ROA
0.59%
-0.69%
ROE
2.8%
-4.6%
ROIC
0.37%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
VERX
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
1.3
—
Current Ratio (Ratio corriente)
1.0
2.1
Quick Ratio (Ratio Rápido)
0.9
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
VERX
Mediana de Pares
Revenue YoY (Ingresos interanuales)
12.2%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
15.0%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
14.8%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
VERX
Mediana de Pares
VERX Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
22 analistas
- Compra fuerte 5 22,7%
- Compra 7 31,8%
- Mantener 10 45,5%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
13 analistas · 2026-08-15
Mediana
$16.00
Media
$17.15
Ahora
$12.83
Mín
$12.00
Máx
$25.00
Objetivo mediano
$16.00
+24,7%
Objetivo medio
$17.15
+33,7%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.01%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.20 | $0.19 | 0.01% |
| 31 de marzo de 2026 | $0.17 | $0.17 | 0.00% |
| 31 de diciembre de 2025 | $0.17 | $0.17 | 0.00% |
| 30 de septiembre de 2025 | $0.17 | $0.16 | 0.01% |
| 30 de junio de 2025 | $0.15 | $0.14 | 0.01% |
| 31 de marzo de 2025 | $0.15 | $0.14 | 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 |
|---|---|---|---|---|---|---|
| VERX | — | — | 12.2% | 0.96% | 2.8% | 64.3% |
| RAMP | — | 11.8 | 9.0% | 17.9% | 15.2% | 70.7% |
| NCNO | $2.43B | 427.2 | 10.0% | 0.87% | 0.49% | 60.6% |
| ALKT | $2.45B | -50.2 | 32.9% | -10.7% | -13.5% | 57.8% |
| ASAN | $2.44B | -12.8 | 9.2% | -23.9% | -99.8% | 89.0% |
| BLKB | $2.96B | 26.7 | -2.3% | 10.2% | 145.7% | 58.8% |
| PRCH | $1.13B | -304.3 | 10.2% | -0.70% | 9.9% | 70.5% |
| EVCM | $2.16B | 121.1 | 4.8% | 3.0% | 2.4% | — |
| VIA | $0 | -9.9 | 28.6% | -22.2% | 53.6% | 39.6% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $748M | $667M | $572M | $492M | $426M | $375M | $322M | $272M | |
| Cost of Revenue | $267M | $241M | $224M | $193M | $162M | $165M | $110M | $96M | |
| Gross Profit | $482M | $426M | $349M | $298M | $264M | $209M | $211M | $177M | |
| R&D Expense | $84M | $67M | $58M | $42M | $44M | $54M | $31M | $24M | |
| SG&A Expense | $179M | $153M | $146M | $122M | $107M | $149M | $71M | $59M | |
| Operating Expenses | $479M | $428M | $366M | $307M | $267M | $314M | $179M | $180M | |
| Operating Income | $2M | $-2M | $-18M | $-8M | $-3M | $-105M | $32M | $-3M | |
| Other Non-op | · | · | · | · | $-984.0K | $-3M | $-953.0K | $-2M | |
| Pretax Income | $8M | $2M | $-22M | $-10M | $-4M | $-108M | $31M | $-4M | |
| Income Tax | $368.0K | $55M | $-9M | $2M | $-2M | $-33M | $-155.0K | $2M | |
| Net Income | $7M | $-53M | $-13M | $-12M | $-1M | $-75M | $31M | $-6M | |
| EBITDA | $2M | $-2M | $-18M | $-8M | $-3M | $-105M | · | · |
Balance general 26
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $314M | $296M | $68M | $92M | $73M | $303M | $76M | $56M | |
| Receivables | $183M | $164M | $142M | $103M | $77M | $77M | $70M | $62M | |
| Prepaid Expense | $39M | $37M | $26M | $22M | $21M | $13M | $12M | · | |
| Other Current Assets | · | · | · | $12M | $8M | $7M | · | · | |
| Current Assets | $561M | $536M | $267M | $243M | $196M | $403M | $166M | · | |
| PP&E (Net) | · | · | $89M | $101M | $97M | $57M | $55M | · | |
| PP&E (Gross) | · | · | $264M | $283M | $247M | $176M | $156M | · | |
| Accum. Depreciation | · | · | $163M | $182M | $148M | $119M | $102M | · | |
| Goodwill | $392M | $358M | $258M | $252M | $270M | $16M | $0 | · | |
| Intangibles | · | · | · | · | · | $2M | · | · | |
| Other Non-current Assets | $12M | $14M | $16M | $15M | $4M | $3M | $849.0K | · | |
| Total Assets | $1.27B | $1.17B | $760M | $719M | $670M | $559M | $265M | · | |
| Accounts Payable | $38M | $36M | $24M | $14M | $13M | $9M | $11M | · | |
| Accrued Liabilities | $44M | $35M | $45M | $38M | $23M | $19M | $13M | · | |
| Current Liabilities | $575M | $537M | $441M | $403M | $369M | $292M | $335M | · | |
| Capital Leases | $9M | $13M | $17M | $20M | $24M | $225.0K | · | · | |
| Deferred Tax | $6M | $10M | · | · | · | · | · | · | |
| Total Liabilities | $1.01B | $987M | $507M | $489M | $440M | $329M | $377M | · | |
| Long-term Debt | $337M | $335M | $47M | $49M | · | $1M | $51M | · | |
| Total Debt | $337M | $335M | $47M | $49M | · | $1M | · | · | |
| Paid-in Capital | $316M | $278M | $275M | $245M | $223M | $207M | · | · | |
| Retained Earnings | $-46M | $-53M | $-586.0K | $13M | $25M | $26M | $-91M | · | |
| Treasury Stock | $10M | · | · | · | · | · | $39M | · | |
| AOCI | $-1M | $-46M | $-22M | $-28M | $-17M | $-3M | $-491.0K | · | |
| Stockholders' Equity | $259M | $179M | $253M | $230M | $230M | $229M | $-130M | · | |
| Liabilities + Equity | $1.27B | $1.17B | $760M | $719M | $670M | $559M | $265M | · |
Flujo de Efectivo 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $97M | $83M | $72M | $61M | $45M | $32M | $25M | $25M | |
| Stock-based Comp | $58M | $47M | $34M | $20M | $26M | $148M | $9M | $5M | |
| Deferred Tax | $-5M | $51M | $-12M | $-1M | $-3M | $-33M | $-848.0K | $847.0K | |
| Amort. of Intangibles | $2M | $3M | $3M | $4M | $1M | $443.0K | · | · | |
| Operating Cash Flow | $166M | $165M | $74M | $64M | $90M | $60M | $92M | $80M | |
| CapEx | · | $72M | $49M | $46M | $32M | $21M | $20M | $21M | |
| Investing Cash Flow | $-124M | $-158M | $-66M | $-72M | $-295M | $-44M | $-38M | $-33M | |
| Debt Issued | · | · | · | · | · | $175M | · | · | |
| Net Debt Issued | · | $-47M | $-2M | $-938.0K | · | $-51M | · | · | |
| Stock Issued | · | · | · | · | · | $423M | · | · | |
| Stock Repurchased | $10M | · | · | · | · | · | $841.0K | $1M | |
| Net Stock Activity | $-10M | · | · | · | · | $423M | · | · | |
| Dividends Paid | · | · | · | · | · | $146M | $29M | $28M | |
| Financing Cash Flow | $-33M | $231M | $-26M | $17M | $-9M | $214M | $-31M | $-31M | |
| Net Change in Cash | $12M | $237M | $-18M | $9M | $-214M | $229M | $24M | $16M | |
| Taxes Paid | $2M | $9M | $6M | $3M | $1M | $588.0K | $945.0K | $668.0K | |
| Free Cash Flow | · | · | $25M | $18M | $59M | $39M | · | · |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 64.3% | 63.9% | 60.9% | 60.7% | 62.0% | 55.9% | · | · | |
| Operating Margin | 0.31% | -0.33% | -3.1% | -1.6% | -0.69% | -28.0% | · | · | |
| Net Margin | 0.96% | -7.9% | -2.3% | -2.5% | -0.35% | -21.1% | · | · | |
| Pretax Margin | 1.0% | 0.29% | -3.8% | -2.1% | -0.92% | -28.8% | · | · | |
| EBITDA Margin | 0.31% | -0.33% | -3.1% | -1.6% | -0.69% | -28.0% | · | · | |
| ROA | 0.59% | -5.5% | -1.8% | -1.8% | -0.22% | -14.7% | · | · | |
| ROE | 2.8% | -24.1% | -5.4% | -5.3% | -0.65% | -35.2% | · | · | |
| ROIC | 0.37% | 12.0% | -3.5% | -3.5% | -0.48% | -33.8% | · | · |
Liquidez y Solvencia 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | 0.6 | 0.6 | 0.5 | 1.4 | · | · | |
| Quick Ratio | 0.9 | 0.9 | 0.5 | 0.5 | 0.4 | 1.3 | · | · | |
| Debt / Equity | 1.3 | 1.9 | 0.2 | 0.2 | · | 0.0 | · | · | |
| LT Debt / Equity | 1.3 | 1.9 | 0.2 | 0.2 | · | 0.0 | · | · |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.7 | 0.8 | 0.7 | 0.6 | 0.7 | · | · | |
| Receivables Turnover | 4.3 | 4.4 | 4.7 | 5.5 | 5.5 | 4.9 | · | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 12.2% | 16.5% | 16.4% | 15.5% | 13.6% | · | · | · | |
| Revenue CAGR 3Y | 15.0% | 16.2% | 15.2% | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.8% | · | · | · | · | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $748M | $667M | $572M | $492M | $426M | $375M | · | · | |
| Net Income TTM | $7M | $-53M | $-13M | $-12M | $-1M | $-75M | · | · | |
| Payout Ratio | · | · | · | · | · | -185.1% | · | · | |
| Annual Payout | · | · | · | · | · | $146M | · | · |
Estado de resultados 11
| 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 | $204M | $197M | $195M | $192M | $185M | $177M | $178M | $170M | $161M | $157M | $155M | $145M | $140M | $133M | $131M | $126M | |
| Cost of Revenue | $73M | $72M | $69M | $71M | $63M | $64M | $61M | $60M | $58M | $61M | $61M | $57M | $54M | $52M | $49M | $51M | |
| Gross Profit | $131M | $125M | $126M | $121M | $121M | $113M | $117M | $111M | $103M | $96M | $94M | $88M | $86M | $81M | $82M | $76M | |
| R&D Expense | $25M | $25M | $22M | $20M | $21M | $21M | $20M | $16M | $15M | $17M | $13M | $17M | $13M | $16M | $12M | $10M | |
| SG&A Expense | $51M | $54M | $46M | $45M | $43M | $45M | $40M | $41M | $36M | $36M | $37M | $35M | $39M | $34M | $31M | $32M | |
| Operating Expenses | $136M | $135M | $129M | $117M | $125M | $109M | $130M | $106M | $95M | $97M | $96M | $90M | $90M | $90M | $85M | $76M | |
| Operating Income | $-4M | $-11M | $-3M | $4M | $-4M | $4M | $-13M | $5M | $8M | $-2M | $-2M | $-2M | $-4M | $-9M | $-3M | $-871.0K | |
| Pretax Income | $-4M | $-10M | $-1M | $6M | $-3M | $6M | $-11M | $8M | $7M | $-2M | $-7M | $-3M | $-4M | $-9M | $-4M | $-1M | |
| Income Tax | $-13M | $-7M | $6M | $2M | $-2M | $-5M | $56M | $613.0K | $2M | $-5M | $-22M | $784.0K | $3M | $10M | $957.0K | $-91.0K | |
| Net Income | $9M | $-3M | $-7M | $4M | $-961.0K | $11M | $-68M | $7M | $5M | $3M | $15M | $-3M | $-7M | $-18M | $-5M | $-1M | |
| EBITDA | $-4M | $-11M | · | $4M | $-4M | $4M | · | $5M | $8M | $-2M | · | $-2M | $-4M | $-9M | · | $-871.0K |
Balance general 25
| 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 | $230M | $252M | $314M | $314M | $284M | $270M | $296M | $279M | $326M | $56M | $68M | $49M | $42M | $69M | $92M | $72M | |
| Receivables | $153M | $159M | $183M | $132M | $144M | $152M | $164M | $130M | $120M | $133M | $142M | $129M | $129M | $103M | $103M | $95M | |
| Prepaid Expense | $82M | $59M | $39M | $49M | $48M | $49M | $37M | $34M | $25M | $32M | · | $20M | $22M | $23M | · | $22M | |
| Other Current Assets | · | · | · | · | · | · | · | · | · | · | · | · | · | $12M | · | $10M | |
| Current Assets | $492M | $489M | $561M | $519M | $503M | $505M | $536M | $477M | $515M | $267M | · | $238M | $234M | $231M | · | $219M | |
| PP&E (Net) | · | · | · | · | · | · | · | $168M | $99M | $101M | · | $100M | $99M | $117M | · | $109M | |
| PP&E (Gross) | · | · | · | · | · | · | · | · | · | $275M | · | $249M | $236M | $312M | · | $280M | |
| Accum. Depreciation | · | · | · | · | · | · | · | · | · | $175M | · | $148M | $137M | $194M | · | $171M | |
| Goodwill | $400M | $402M | $392M | $393M | $393M | $369M | $358M | $382M | $251M | $254M | $258M | $251M | $256M | $255M | $252M | $239M | |
| Other Non-current Assets | $8M | $10M | $12M | $13M | $13M | $14M | $14M | $14M | $14M | $15M | · | $15M | $17M | $3M | · | $2M | |
| Total Assets | $1.21B | $1.21B | $1.27B | $1.22B | $1.20B | $1.15B | $1.17B | $1.19B | $1.02B | $756M | · | $720M | $725M | $726M | · | $677M | |
| Accounts Payable | $37M | $36M | $38M | $35M | $30M | $25M | $36M | $29M | $24M | $22M | · | $24M | $22M | $17M | · | $13M | |
| Accrued Liabilities | $35M | $37M | $44M | $40M | $42M | $38M | $35M | $45M | $42M | $37M | · | $50M | $56M | $56M | · | $29M | |
| Current Liabilities | $564M | $567M | $575M | $516M | $506M | $513M | $537M | $458M | $439M | $443M | · | $433M | $431M | $422M | · | $374M | |
| Capital Leases | $7M | $8M | $9M | $10M | $11M | $11M | $13M | $14M | $14M | $16M | · | $17M | $18M | $20M | · | $21M | |
| Deferred Tax | $13M | $9M | $6M | $8M | $9M | $9M | $10M | $16M | · | · | · | · | · | · | · | · | |
| Total Liabilities | $969M | $968M | $1.01B | $957M | $950M | $954M | $987M | $932M | $791M | $506M | · | $500M | $499M | $502M | · | $463M | |
| Long-term Debt | $339M | $338M | $337M | $337M | $336M | $336M | $335M | $335M | $334M | $46M | · | $47M | $48M | $49M | · | $49M | |
| Total Debt | $339M | $338M | · | $337M | $336M | $336M | · | $335M | $334M | $46M | · | $47M | $48M | $49M | · | $49M | |
| Paid-in Capital | $348M | $333M | $316M | $304M | $292M | $273M | $278M | $264M | $255M | $274M | · | $265M | $262M | $254M | · | $238M | |
| Retained Earnings | $-40M | $-49M | $-46M | $-39M | $-43M | $-42M | $-53M | $14M | $7M | $2M | · | $-16M | $-13M | $-6M | · | $18M | |
| Treasury Stock | $57M | $30M | $10M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $-11M | $-8M | $-1M | $-763.0K | $-1M | $-31M | $-46M | $-20M | $-29M | $-26M | · | $-29M | $-24M | $-25M | · | $-42M | |
| Stockholders' Equity | $241M | $247M | $259M | $264M | $248M | $200M | $179M | $259M | $233M | $250M | $253M | $220M | $226M | $223M | · | $214M | |
| Liabilities + Equity | $1.21B | $1.21B | $1.27B | $1.22B | $1.20B | $1.15B | $1.17B | $1.19B | $1.02B | $756M | · | $720M | $725M | $726M | · | $677M |
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 | $29M | $27M | $26M | $25M | $23M | $22M | $21M | $20M | $20M | $21M | $19M | $18M | $17M | $17M | $16M | $15M | |
| Stock-based Comp | $14M | $19M | $12M | $13M | $12M | $21M | $11M | $10M | $10M | $16M | $8M | $8M | $7M | $11M | $5M | $5M | |
| Deferred Tax | $4M | $2M | $-2M | $-1M | $-712.0K | $-929.0K | $60M | $1M | $-7M | $-3M | $-2M | $2M | $653.0K | $-13M | $-1M | $68.0K | |
| Amort. of Intangibles | · | $525.0K | $587.0K | $588.0K | $571.0K | $531.0K | $636.0K | $761.0K | $650.0K | $656.0K | $657.0K | $657.0K | $746.0K | $824.0K | $813.0K | $813.0K | |
| Operating Cash Flow | $31M | $38M | $42M | $62M | $46M | $15M | $41M | $41M | $58M | $25M | $48M | $28M | $-8M | $3M | $40M | $9M | |
| CapEx | $0 | $22M | · | · | · | · | $0 | $66M | $-8M | $14M | · | $13M | $9M | $10M | · | $6M | |
| Investing Cash Flow | $-28M | $-52M | $-32M | $-32M | $-41M | $-18M | $-25M | $-85M | $-28M | $-20M | $-20M | $-16M | $-13M | $-14M | $-22M | $-9M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | $-625.0K | · | · | · | $-313.0K | · | · | |
| Stock Repurchased | $27M | $20M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-20M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-16M | $-53M | $-11M | $-2M | $496.0K | $-21M | $6M | $-13M | $239M | $-1M | $-20M | $-3M | $-2M | $-2M | $-9M | $-9M | |
| Net Change in Cash | $-13M | $-68M | $-498.0K | $28M | $7M | $-22M | $21M | $-56M | $268M | $4M | $8M | $9M | $-23M | $-12M | $11M | $-9M | |
| Taxes Paid | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $404.0K | $733.0K | |
| Free Cash Flow | · | $16M | · | · | · | · | · | · | · | $10M | · | · | · | $-7M | · | · |
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 | 64.4% | 63.5% | · | 63.1% | 65.7% | 63.8% | · | 64.8% | 63.7% | 61.1% | · | 60.8% | 61.4% | 61.0% | · | 59.9% | |
| Operating Margin | -2.2% | -5.4% | · | 2.2% | -2.1% | 2.5% | · | 2.9% | 4.7% | -1.0% | · | -1.4% | -2.9% | -6.7% | · | -0.69% | |
| Net Margin | 4.4% | -1.3% | · | 2.1% | -0.52% | 6.3% | · | 4.2% | 3.2% | 1.7% | · | -2.3% | -4.9% | -13.7% | · | -0.90% | |
| Pretax Margin | -2.0% | -4.9% | · | 2.9% | -1.4% | 3.4% | · | 4.6% | 4.6% | -1.2% | · | -1.8% | -2.8% | -6.5% | · | -0.98% | |
| EBITDA Margin | -2.2% | -5.4% | · | 2.2% | -2.1% | 2.5% | · | 2.9% | 4.7% | -1.0% | · | -1.4% | -2.9% | -6.7% | · | -0.69% | |
| ROA | 0.75% | -0.21% | · | 0.34% | -0.09% | 1.2% | · | 0.76% | 0.59% | 0.36% | · | -0.49% | -0.97% | -2.5% | · | -0.17% | |
| ROE | 3.7% | -1.1% | · | 1.6% | -0.40% | 4.9% | · | 3.0% | 2.2% | 1.1% | · | -1.6% | -3.1% | -8.0% | · | -0.52% | |
| ROIC | 1.7% | -0.47% | · | 0.52% | -0.24% | 1.6% | · | 0.76% | 0.93% | 0.77% | · | -0.98% | -2.6% | -6.9% | · | -0.31% |
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 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 0.9 | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 1.2 | 0.6 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | |
| Quick Ratio | 0.7 | 0.7 | · | 0.9 | 0.8 | 0.8 | · | 0.9 | 1.0 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | |
| Debt / Equity | 1.4 | 1.4 | · | 1.3 | 1.4 | 1.7 | · | 1.3 | 1.4 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| LT Debt / Equity | 1.4 | 1.4 | · | 1.3 | 1.4 | 1.7 | · | 1.3 | 1.4 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 |
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 | · | 0.2 | |
| Receivables Turnover | 1.4 | 1.3 | · | 1.5 | 1.4 | 1.2 | · | 1.3 | 1.3 | 1.3 | · | 1.3 | 1.3 | 1.5 | · | 1.5 |
Valoración (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $777M | $750M | · | $724M | $693M | $665M | · | $633M | $603M | $574M | · | $544M | $518M | $493M | · | $471M | |
| Net Income TTM | $10M | $12M | · | $21M | $23M | $26M | · | $12M | $-2M | $-26M | · | $-30M | $-32M | $-25M | · | $-11M |
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 | $748M | $667M | $572M | $492M | $426M |
| Margen Bruto % | 64.3% | 63.9% | 60.9% | 60.7% | 62.0% |
| Margen Operativo % | 0.31% | -0.33% | -3.1% | -1.6% | -0.69% |
| Beneficio neto | $7M | $-53M | $-13M | $-12M | $-1M |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 1.3 | 1.9 | 0.2 | 0.2 | — |
| Ratio corriente | 1.0 | 1.0 | 0.6 | 0.6 | 0.5 |
| Ratio Rápido | 0.9 | 0.9 | 0.5 | 0.5 | 0.4 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | — | — | $25M | $18M | $59M |
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Propietarios institucionales (13F) 256 declarantes · $630.9M 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 |
|---|---|---|---|---|
| 55 (0 vs trimestre anterior) | 34 (-18 vs trimestre anterior) | 74 (+2 vs trimestre anterior) | 73 (+6 vs trimestre anterior) | +2.5M |
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 | $57 217 847 | 4 984 133 | 9,07% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $36 436 177 | 3 173 883 | 5,77% | Acciones |
| Tensile Capital Management LP | $33 275 503 | 2 898 563 | 5,27% | Acciones |
| UBS Group AG | $32 712 490 | 2 849 520 | 5,18% | Opción de compra |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $24 433 711 | 2 128 372 | 3,87% | Acciones |
| STATE STREET CORP | $23 649 024 | 2 060 692 | 3,75% | Acciones |
| NOMURA HOLDINGS INC | $19 103 857 | 1 664 099 | 3,03% | Acciones |
| Divisar Capital Management LLC | $18 837 475 | 1 640 895 | 2,99% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $17 969 891 | 1 564 943 | 2,85% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $17 070 760 | 1 487 000 | 2,71% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $16 908 812 | 1 472 893 | 2,68% | Acciones |
| Legacy Advisors, LLC | $15 427 260 | 1 343 838 | 2,45% | Acciones |
| NORGES BANK | $15 043 392 | 1 310 400 | 2,38% | Acciones |
| CIBC WORLD MARKETS CORP | $14 071 701 | 704 642 | 2,23% | Acciones |
| GENEVA CAPITAL MANAGEMENT LLC | $13 624 596 | 1 186 812 | 2,16% | Acciones |
| CIBC Bancorp USA Inc. | $12 100 161 | 1 054 021 | 1,92% | Acciones |
| CITIGROUP INC | $11 111 653 | 967 914 | 1,76% | Acciones |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $10 931 394 | 952 212 | 1,73% | Acciones |
| FMR LLC | $10 486 383 | 913 448 | 1,66% | Acciones |
| BANK OF AMERICA CORP /DE/ | $9 851 068 | 858 107 | 1,56% | Acciones |
| GAGNON SECURITIES LLC | $8 736 578 | 761 026 | 1,38% | Acciones |
| TimesSquare Capital Management, LLC | $8 116 732 | 682 652 | 1,29% | Acciones |
| BARCLAYS PLC | $8 044 622 | 700 751 | 1,28% | Acciones |
| Qube Research & Technologies Ltd | $7 539 582 | 656 758 | 1,19% | Acciones |
| Hyperion Capital Advisors LP | $7 232 400 | 630 000 | 1,15% | Acciones |
| GOLDMAN SACHS GROUP INC | $7 200 359 | 627 209 | 1,14% | Acciones |
| BANQUE PICTET & CIE SA | $6 290 753 | 547 975 | 1,00% | Acciones |
| PALISADE CAPITAL MANAGEMENT, LP | $6 283 945 | 547 382 | 1,00% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6 108 680 | 532 115 | 0,97% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $6 023 923 | 524 732 | 0,95% | Acciones |
| Freshford Capital Management, LLC | $5 957 328 | 518 931 | 0,94% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $5 238 714 | 456 334 | 0,83% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $4 992 055 | 434 848 | 0,79% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4 671 212 | 406 900 | 0,74% | Opción de compra |
| JANE STREET GROUP, LLC | $4 519 527 | 393 687 | 0,72% | Acciones |
| Voleon Capital Management LP | $4 517 472 | 393 508 | 0,72% | Acciones |
| BROWN CAPITAL MANAGEMENT LLC | $4 291 500 | 373 824 | 0,68% | Acciones |
| Gagnon Advisors, LLC | $4 151 409 | 361 621 | 0,66% | Acciones |
| EFG Asset Management (North America) Corp. | $3 706 233 | 149 475 | 0,59% | Acciones |
| ING GROEP NV | $3 673 600 | 320 000 | 0,58% | Acciones |
| Pier Capital, LLC | $3 628 495 | 316 071 | 0,58% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $3 507 209 | 305 506 | 0,56% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $3 484 203 | 303 502 | 0,55% | Acciones |
| HERALD INVESTMENT MANAGEMENT Ltd | $3 441 000 | 300 000 | 0,55% | Acciones |
| Quantinno Capital Management LP | $3 395 910 | 295 811 | 0,54% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $3 199 694 | 278 719 | 0,51% | Acciones |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $3 058 720 | 266 439 | 0,48% | Acciones |
| Saba Capital Management, L.P. | $3 024 682 | 263 474 | 0,48% | Acciones |
| JANE STREET GROUP, LLC | $2 995 132 | 260 900 | 0,47% | Opción de compra |
| NORTH STAR ASSET MANAGEMENT INC | $2 828 334 | 237 875 | 0,45% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $2 569 614 | 223 834 | 0,41% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $2 421 672 | 210 947 | 0,38% | Acciones |
| D. E. Shaw & Co., Inc. | $2 347 258 | 204 465 | 0,37% | Acciones |
| HSBC HOLDINGS PLC | $2 182 038 | 189 413 | 0,35% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $2 174 806 | 189 443 | 0,34% | Acciones |
| XTX Topco Ltd | $2 156 874 | 187 881 | 0,34% | Acciones |
| Banco Santander, S.A. | $2 007 002 | 174 826 | 0,32% | Acciones |
| AMERIPRISE FINANCIAL INC | $1 831 691 | 159 555 | 0,29% | Acciones |
| Corient Private Wealth LP | $1 766 084 | 153 840 | 0,28% | Acciones |
| Trexquant Investment LP | $1 744 593 | 151 968 | 0,28% | Acciones |
| Caption Management, LLC | $1 722 000 | 150 000 | 0,27% | Opción de compra |
| Advantage Alpha Capital Partners LP | $1 716 162 | 69 228 | 0,27% | Acciones |
| Swiss National Bank | $1 702 484 | 148 300 | 0,27% | Acciones |
| Whetstone Capital Advisors, LLC | $1 562 635 | 136 118 | 0,25% | Acciones |
| MIZUHO MARKETS AMERICAS LLC | $1 468 602 | 127 927 | 0,23% | Acciones |
| CITADEL ADVISORS LLC | $1 398 620 | 121 831 | 0,22% | Acciones |
| BlackRock, Inc. | $1 382 881 | 120 460 | 0,22% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 326 893 | 115 583 | 0,21% | Acciones |
| Palogic Value Management, L.P. | $1 264 522 | 110 150 | 0,20% | Acciones |
| RHUMBLINE ADVISERS | $1 146 405 | 99 862 | 0,18% | Acciones |
| Redwood Investments, LLC | $1 125 746 | 32 155 | 0,18% | Acciones |
| FRED ALGER MANAGEMENT, LLC | $1 121 527 | 97 694 | 0,18% | Acciones |
| Engineers Gate Manager LP | $1 013 891 | 88 318 | 0,16% | Acciones |
| H D Vest Advisory Services | $946 412 | 26 784 | 0,15% | Acciones |
| Squarepoint Ops LLC | $937 514 | 81 665 | 0,15% | Acciones |
| Campbell & CO Investment Adviser LLC | $896 358 | 78 080 | 0,14% | Acciones |
| Orion Portfolio Solutions, LLC | $866 778 | 24 758 | 0,14% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $839 803 | 70 631 | 0,13% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $811 695 | 68 267 | 0,13% | Acciones |
| WELLS FARGO & COMPANY/MN | $793 245 | 69 098 | 0,13% | Acciones |
| Nuveen Asset Management, LLC | $769 040 | 14 415 | 0,12% | Acciones |
| Bank of New York Mellon Corp | $760 768 | 66 269 | 0,12% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $758 415 | 66 064 | 0,12% | Acciones |
| CITADEL ADVISORS LLC | $737 016 | 64 200 | 0,12% | Opción de compra |
| STATE OF WISCONSIN INVESTMENT BOARD | $718 372 | 62 576 | 0,11% | Acciones |
| Sculptor Capital LP | $679 616 | 59 200 | 0,11% | Acciones |
| VARCOV Co. | $623 685 | 54 328 | 0,10% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $593 700 | 51 716 | 0,09% | Acciones |
| Glenmede Investment Management, LP | $588 117 | 23 724 | 0,09% | Acciones |
| Counterpoint Mutual Funds LLC | $557 733 | 48 583 | 0,09% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $553 370 | 48 203 | 0,09% | Acciones |
| ALLSTATE CORP | $546 861 | 47 636 | 0,09% | Acciones |
| TWINBEECH CAPITAL LP | $529 802 | 46 150 | 0,08% | Acciones |
| CIBC WORLD MARKET INC. | $484 456 | 42 200 | 0,08% | Acciones |
| MetLife Investment Management, LLC | $483 538 | 42 120 | 0,08% | Acciones |
| LAZARD ASSET MANAGEMENT LLC | $473 378 | 41 235 | 0,08% | Acciones |
| Caption Management, LLC | $472 505 | 41 159 | 0,07% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $455 756 | 39 700 | 0,07% | Acciones |
| DARK FOREST CAPITAL MANAGEMENT LP | $450 820 | 39 270 | 0,07% | Acciones |
| FRANKLIN RESOURCES INC | $443 139 | 38 601 | 0,07% | Acciones |
Informantes de la empresa 18 insiders · 1 directivos · 10 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Lisa Butler | Chief Accounting Officer | 5 de abril de 2021 M | 96 239 | 0 | 0 | $0 |
| Mark J Mendola | Consejero | 10 de junio de 2026 A | 20 965 | 0 | 0 | $0 |
| John Richard Stamm | Consejero | 10 de junio de 2026 A | 32 685 | 0 | 0 | $0 |
| David Destefano | Consejero | 10 de junio de 2026 A | 1 271 155 | 0 | 1 | $-82 365 |
| Amanda Westphal Radcliffe | Consejero | 10 de junio de 2026 A | 159 030 | 0 | 0 | $0 |
| Stefanie Westphal Thompson | Consejero | 10 de junio de 2026 A | 66 995 | 0 | 0 | $0 |
| Bradley M Gayton | Consejero | 10 de junio de 2026 A | 68 500 | 0 | 0 | $0 |
| Eric C. Andersen | Consejero | 10 de junio de 2026 A | 165 979 | 0 | 0 | $0 |
| Philip Seth Saunders | Consejero | 10 de junio de 2026 A | 50 606 | 0 | 0 | $0 |
| Terrence Kyle | Consejero | 11 de mayo de 2021 A | 56 011 | 0 | 0 | $0 |
| Kevin L Robert | Consejero | 11 de mayo de 2021 A | 28 232 | 0 | 0 | $0 |
| ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Propietario del 10% | 9 de marzo de 2026 P | 1 221 100 | 1 | 0 | $150 500 |
| ITEM SECOND IRR. TRUST FBO ANNE MARIE WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Propietario del 10% | 24 de junio de 2025 S | 173 074 | 0 | 0 | $0 |
| ITEM SECOND IRR. TRUST FBO JACOB J. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 | Propietario del 10% | 23 de diciembre de 2024 G | 745 706 | 0 | 0 | $0 |
| 2020 IRREVOCABLE TRUST FOR BENEFIT OF NICHOLAS A. SHUHAN | Propietario del 10% | 27 de marzo de 2024 S | 0 | 0 | 0 | $0 |
| Tensile Capital Management LP | Propietario del 10% | 10 de noviembre de 2023 S | 5 396 299 | 0 | 0 | $0 |
| John R Schwab | — | 23 de febrero de 2026 M | 132 271 | 0 | 0 | $0 |
| Jeffery Westphal | — | 17 de febrero de 2026 P | 397 740 | 2 | 0 | $5 119 939 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 41 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 |
|---|---|---|---|---|
| FINX · Global X Funds | 0,18% | 26 950 NS | 31 de mayo de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,16% | 20 897 NS | 30 de abril de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,06% | 1 157 NS | 30 de abril de 2026 | N-PORT |
| IWO · iShares Trust | 0,05% | 667 342 SH | 8 de agosto de 2026 | Diario |
| VFQY · VANGUARD WELLINGTON FUND | 0,05% | 21 469 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,05% | 78 089 SH | 8 de agosto de 2026 | Diario |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 25 937 NS | 30 de abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,04% | 2 539 NS | 30 de abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 418 966 SH | 8 de agosto de 2026 | Diario |
| IGV · iShares Trust | 0,03% | 356 476 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,03% | 1 875 596 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,03% | 30 413 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,02% | 3 303 NS | 31 de mayo de 2026 | N-PORT |
| ISCG · iShares Trust | 0,02% | 20 222 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 350 829 NS | 31 de mayo de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,02% | 963 531 SH | 8 de agosto de 2026 | Diario |
| RILA · Spinnaker ETF Series | 0,02% | 600 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,02% | 40 589 SH | 8 de agosto de 2026 | Diario |
| FTEC · FIDELITY COVINGTON TRUST | 0,02% | 227 997 NS | 30 de abril de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,02% | 175 996 NS | 30 de abril de 2026 | N-PORT |
| UWM · ProShares Trust | 0,01% | 2 582 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,01% | 3 074 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 846 887 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,01% | 1 653 704 SH | 8 de agosto de 2026 | Diario |
| VGT · VANGUARD WORLD FUND | 0,01% | 1 842 679 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,01% | 2 615 NS | 31 de mayo de 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 4 310 SH | 8 de agosto de 2026 | Diario |
| TECB · iShares Trust | 0,01% | 2 431 SH | 8 de agosto de 2026 | Diario |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 2 750 NS | 31 de mayo de 2026 | N-PORT |
| IGM · iShares Trust | 0,00% | 41 368 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,00% | 9 075 NS | 31 de mayo de 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 66 NS | 31 de mayo de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 3 402 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 44 513 NS | 31 de mayo de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 100 045 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 19 268 SH | 8 de agosto de 2026 | Diario |
| TILT · FlexShares Trust | 0,00% | 1 386 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 9 387 NS | 30 de abril de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1 040 NS | 30 de abril de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2 255 642 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 5 695 SH | 8 de agosto de 2026 | Diario |