WK Workiva Inc. Class A Common Stock
Acerca de Workiva Inc. Class A Common Stock Descripción general de la empresa de Wikipedia
Workiva, Inc. is a global software-as-a-service (SaaS) company. It provides a cloud-based connected and reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance.
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Workiva, Inc. is a global software-as-a-service (SaaS) company. It provides a cloud-based connected and reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance.
History
Early history
2008 - 2014
In August 2008, Workiva Inc. was formed as WebFilings LLC in California by Jerry Behar and a team of five other entrepreneurs.
Martin Vanderploeg was a co-founder of EAI and served as CTO and Executive Vice President until they were acquired in 2000 by UGS Corp, and is now a division of Siemens, the German technology multinational.
The Workiva Platform is a cloud-based enterprise software-as-a-service platform that enables companies to collect, manage, report and analyse critical business data in real time. Wdesk also allows companies to manage and file financial and compliance documents to regulatory agencies.
Workiva integrates information from disparate content formats, including spreadsheets, presentation documents, emails and other unstructured data, into a single cloud-based report.
In July 2014, the company changed its name to Workiva LLC.
Recent history
2014 - 2019
The company went public in December 2014 and with an IPO on the New York Stock Exchange (NYSE: WK).
Deloitte's 2015 Technology Fast 500 survey of fastest growing technology companies in America Workiva ranked fiftieth among all software companies. In the DevOps Excellence Awards 2019, Workiva won Best Software-Defined Product.
In May 2019, Workiva opened offices in Frankfurt, Germany, and Paris, France. The company also has offices in Amsterdam and London, 12 U.S. cities, and two Canadian cities.
Workiva’s product Wdata allows users to connect large datasets of information to the Workiva platform. It was designed to improve the usefulness of Wdesk. Wdata connects data from enterprise resource planning, governance risk and compliance platforms, and other third-party, on-premise systems and cloud applications.
In September, Workiva updated the Wdata platform to include automatic updates, approval workflows, finance and accounting connectors, risk and control integration, and improved controlled access tools. The company also integrated its platforms with BlackLine, a producer of financial close software. The integration allows accountants to connect and transfer data between the two companies. Later in September, Workiva established a partnership with FloQast, a financial close management software company. The two offer a reporting and compliance solution for private companies, as well as for companies to use before and after they issue an initial public offering of stock.
2020 - 2025
In April 2020, Workiva launched W for ESEF. It is a solution to help European companies comply with the European Securities and Markets Authority (ESMA) requirements for European Single Electronic Format (ESEF) reporting. W for ESEF was made available in 23 European languages. Companies can use the solution to build reports, tag data, and compile the final ESEF submission package.
In November 2020, Workiva appointed COO Julie Iskow to the board. She was named one of the 50 most powerful women in tech in 2019.
In May, the company updated its cloud platform to help companies with Environmental, Social and Corporate Governance (ESG) reporting.
In July 2021, the company became the first SaaS company to enter the United Nations’ Global Compact CFO Taskforce. A few months later, in August 2021, Workiva made its first acquisition when it acquired OneCloud, which provides integration platform as a service software.
In December 2021, Workiva acquired AuditNet, a global audit content and services provider.
In February 2023, Workiva announced that President and Chief Operating Officer Julie Iskow would succeed Marty Vanderploeg as CEO, starting April 1.
In June 2024, Workiva acquired Sustain.Life, a carbon accounting software startup, to enhance its sustainability reporting capabilities.
In September 2025, the company launched an agentic AI platform, Workiva AI.
Applications
Workiva's first SaaS product was SEC reporting software designed to enable corporations to automate their SEC filings by using a proprietary system of document tags and linking. The platform also enabled companies to file electronically directly with the SEC, using the business mark-up language XBRL (Extensible Business Reporting Language), required by the SEC. A customer of Workiva's was the first company to file Inline XBRL with the SEC.
The company has since expanded to include other corporate financial and compliance reporting functions, including:
Sarbanes–Oxley reporting and Recovery and Resolution Plans (RRP) - WDesk integrates documentation required for financial statements, risk assessment and forecasts required by the Sarbanes–Oxley Act into a single view.
SEC and ESEF Filing - including EDGAR HTML conversion and XBRL mapping, creating and filing documentation for IPOs, S-1s, 10Ks, 10-Qs, 20-Fs for SEC, as well as the reports needed to meet Investor Relations, mutual fund and European Single Electronic Format reporting in line with the European Securities and Markets Authority ESMA.
CAFR and State and Local Reporting - used by municipal securities issuers or agents for preparing documentation for Continuing Disclosures to the Municipal Securities Rulemaking Board and documentation required of state and local education departments to meet mandated guidelines.
ESG, Sustainability and Corporate Social Responsibility (CSR) - WDesk supports most global reporting frameworks that track CSR including Global Responsibility Index, the Carbon Disclosure Project and the Dow Jones Sustainability Indices.
Internal Reporting - these tasks include compiling management reports, risk assessments, board reports, among others.
Workiva's reporting software was created for executives that want to integrate data from different systems, and desire software that updates automatically.
European companies use Wdesk to comply with European Securities and Markets Authority’s reporting mandates.
Global Legal Entity Identifier (GLEIF) deployed the Workiva platform to create their annual report which was then showcased by ESMA as a paragon for European Single Electronic Format (ESEF)-compliance reporting.
In September 2021, Workiva formed a partnership with Wilson Sonsini (WSGR), a premier legal firm, to automate the generation of the SEC Form S-1. The new application is known as the WS-1 and helps reduce the time needed to prepare IPO statements.
== References ==
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
WK Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
WK Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
WK Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 11 55,0%
- Compra 8 40,0%
- Mantener 1 5,0%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
10 analistas · 2026-08-15Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.77 | $0.65 | 0.12% |
| 31 de marzo de 2026 | $0.77 | $0.67 | 0.10% |
| 31 de diciembre de 2025 | $0.78 | $0.71 | 0.07% |
| 30 de septiembre de 2025 | $0.55 | $0.40 | 0.15% |
| 30 de junio de 2025 | $0.19 | $0.06 | 0.13% |
| 31 de marzo de 2025 | $0.14 | $0.07 | 0.07% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| WK | — | -183.5 | 19.8% | -3.0% | 72.7% | 78.5% |
| FRSH | $3.47B | 19.4 | 16.4% | 21.9% | 18.2% | 85.0% |
| BRZE | — | -17.7 | 24.4% | -17.8% | -21.5% | 67.2% |
| AGYS | $2.00B | 51.9 | 15.8% | 12.2% | 12.4% | 62.6% |
| SOUN | — | — | — | — | — | — |
| NN | — | — | — | — | — | — |
| CLSK | — | — | — | — | — | — |
| INTA | $1.93B | -48.5 | 14.6% | -7.1% | -11.3% | 75.8% |
| SPSC | $3.34B | 36.2 | 17.8% | 12.4% | 9.7% | 69.2% |
| 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 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $885M | $739M | $630M | $538M | $443M | $352M | $298M | $244M | $208M | $179M | |
| Cost of Revenue | $190M | $172M | $154M | $130M | $104M | $90M | $85M | $66M | $60M | $52M | |
| Gross Profit | $694M | $567M | $476M | $408M | $339M | $261M | $213M | $178M | $148M | $127M | |
| R&D Expense | $215M | $193M | $173M | $152M | $116M | $95M | $90M | $82M | $68M | $57M | |
| SG&A Expense | $113M | $103M | $111M | $100M | $74M | $60M | $48M | $56M | $40M | $33M | |
| Operating Expenses | $737M | $643M | $570M | $497M | $369M | $299M | $258M | $228M | $192M | $171M | |
| Operating Income | $-42M | $-77M | $-95M | $-89M | $-29M | $-38M | $-45M | $-50M | $-44M | $-44M | |
| Interest Expense | · | · | $54M | $6M | $14M | $14M | $6M | $2M | $2M | $2M | |
| Interest Income | $34M | $39M | $26M | $5M | $1M | $3M | $5M | $1M | $586.0K | · | |
| Other Non-op | $-1M | $563.0K | $-2M | $926.0K | $3M | $-205.0K | $-564.0K | $513.0K | $1M | $6.0K | |
| Pretax Income | $-22M | $-49M | $-124M | $-89M | $-39M | $-49M | $-47M | $-50M | $-44M | $-44M | |
| Income Tax | $4M | $6M | $3M | $2M | $-1M | $-291.0K | $139.0K | $247.0K | $61.0K | $24.0K | |
| Net Income | $-26M | $-55M | $-128M | $-91M | $-38M | $-48M | $-47M | $-50M | $-44M | $-44M | |
| EPS (Basic) | $-0.47 | $-0.99 | $-2.36 | $-1.72 | $-0.74 | $-1.00 | $-1.03 | · | · | · | |
| EPS (Diluted) | $-0.47 | $-0.99 | $-2.36 | $-1.72 | $-0.74 | $-1.00 | $-1.03 | · | · | · | |
| Shares (Basic) | 56,272,517 | 55,355,381 | 54,099,757 | 52,954,079 | 51,126,510 | 48,448,166 | 46,302,656 | · | · | · | |
| Shares (Diluted) | 56,272,517 | 55,355,381 | 54,099,757 | 52,954,079 | 51,126,510 | 48,448,166 | 46,302,656 | · | · | · | |
| EBITDA | $-31M | $-66M | $-83M | $-79M | $-24M | $-34M | $-42M | $-46M | $-41M | $-40M |
Balance general 24
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $339M | $302M | $256M | $240M | $300M | $323M | $382M | $78M | $60M | $51M | |
| Receivables | $169M | $148M | $125M | $106M | $77M | $69M | $60M | $65M | $29M | $23M | |
| Prepaid Expense | $29M | $22M | $24M | $18M | $15M | $9M | $7M | $4M | $6M | $9M | |
| Current Assets | $1.16B | $1.05B | $1.01B | $600M | $657M | $633M | $571M | $177M | $115M | $98M | |
| PP&E (Net) | · | · | · | · | · | · | · | $41M | $40M | $43M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $60M | $56M | $56M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $18M | $16M | $13M | |
| Goodwill | $206M | $197M | $112M | $110M | $35M | $0 | · | · | · | · | |
| Intangibles | $22M | $27M | $23M | $28M | $10M | $2M | $2M | $1M | $1M | $1M | |
| Other Non-current Assets | $8M | $8M | $5M | $7M | $5M | $4M | $3M | $577.0K | $861.0K | $1M | |
| Total Assets | $1.49B | $1.37B | $1.22B | $820M | $787M | $707M | $639M | $231M | $158M | $143M | |
| Accounts Payable | $9M | $8M | $5M | $6M | $4M | $3M | $7M | $5M | $3M | $849.0K | |
| Accrued Liabilities | $113M | $127M | $98M | $84M | $84M | $68M | $50M | $36M | $20M | $21M | |
| Current Liabilities | $742M | $592M | $484M | $407M | $646M | $282M | $232M | $192M | $129M | $100M | |
| Capital Leases | $10M | $9M | $11M | $12M | $16M | $17M | $19M | $17M | $18M | $20M | |
| Other Non-current Liabilities | $92.0K | $227.0K | $178.0K | $2M | $2M | $2M | $1M | $7M | $4M | $4M | |
| Total Liabilities | $1.50B | $1.41B | $1.31B | $814M | $714M | $643M | $585M | $241M | $175M | $146M | |
| Long-term Debt | · | · | · | · | · | · | · | · | $0 | $73.0K | |
| Total Debt | · | · | · | · | · | · | · | · | $0 | $73.0K | |
| Paid-in Capital | $721M | $672M | $563M | $538M | $526M | $479M | $420M | $297M | $248M | $217M | |
| Retained Earnings | $-734M | $-708M | $-653M | $-525M | $-452M | $-415M | $-366M | $-307M | $-265M | $-221M | |
| AOCI | $7M | $-6M | $255.0K | $-7M | $-288.0K | $230.0K | $287.0K | $98.0K | $72.0K | $291.0K | |
| Stockholders' Equity | $-5M | $-42M | $-89M | $6M | $73M | $64M | $54M | $-10M | $-17M | $-3M | |
| Liabilities + Equity | $1.49B | $1.37B | $1.22B | $820M | $787M | $707M | $639M | $231M | $158M | $143M |
Flujo de Efectivo 15
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $11M | $11M | $10M | $5M | $4M | $4M | $4M | $4M | $4M | |
| Stock-based Comp | $123M | $102M | $99M | $71M | $49M | $46M | $36M | $31M | $19M | $14M | |
| Deferred Tax | $-363.0K | $-642.0K | $-48.0K | $600.0K | $-2M | $-263.0K | $-172.0K | $-4.0K | $0 | $-32.0K | |
| Amort. of Intangibles | $7M | $7M | $6M | $5M | $1M | $400.0K | $300.0K | · | · | · | |
| Other Non-cash | $33M | $30M | $89M | $21M | $36M | $32M | $39M | $22M | $27M | $16M | |
| Operating Cash Flow | $140M | $88M | $71M | $11M | $50M | $33M | $31M | $6M | $6M | $-10M | |
| CapEx | $2M | $1M | $2M | $3M | $4M | $2M | $3M | $1M | $1M | $2M | |
| Investing Cash Flow | $-35M | $-45M | $-357M | $-68M | $-69M | $-104M | $-90M | $-6M | $-6M | $4M | |
| Stock Repurchased | $72M | $0 | $0 | · | · | · | · | · | · | · | |
| Net Stock Activity | $-72M | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-75M | $7M | $301M | $-2M | $-3M | $11M | $363M | $17M | $10M | $-895.0K | |
| Net Change in Cash | $37M | $46M | $17M | $-60M | $-22M | $-59M | $304M | $17M | $9M | $-7M | |
| Taxes Paid | $5M | $6M | $3M | $1M | $-41.0K | $679.0K | $371.0K | $67.0K | $42.0K | $47.0K | |
| Free Cash Flow | $138M | $86M | $69M | $8M | $46M | $31M | $27M | $5M | $4M | $-12M | |
| Levered FCF | · | · | $14M | $2M | $33M | $17M | $21M | $3M | $2M | $-14M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 78.5% | 76.7% | 75.5% | 75.8% | 76.6% | 74.4% | 71.5% | 73.0% | · | · | |
| Operating Margin | -4.8% | -10.4% | -15.0% | -16.5% | -6.6% | -10.8% | -15.3% | -20.4% | · | · | |
| Net Margin | -3.0% | -7.4% | -20.2% | -16.9% | -8.5% | -13.8% | -16.2% | -20.5% | · | · | |
| Pretax Margin | -2.5% | -6.7% | -19.7% | -16.6% | -8.8% | -13.9% | -16.1% | -20.4% | · | · | |
| EBITDA Margin | -3.6% | -8.9% | -13.2% | -14.6% | -5.4% | -9.5% | -14.0% | -18.8% | · | · | |
| ROA | -1.8% | -4.2% | -12.5% | -11.3% | -5.1% | -7.2% | -11.0% | -25.8% | -29.5% | -30.6% | |
| ROE | 72.7% | 119.0% | 125.6% | -36895.3% | -52.7% | -72.7% | -71.1% | 454.6% | 442.9% | -389.3% | |
| ROIC | 911.5% | 204.4% | 108.7% | -1516.1% | -38.8% | -58.5% | -70.2% | 513.7% | 262.0% | 1428.6% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.8 | 2.1 | 1.5 | 1.0 | 2.2 | 2.5 | 0.9 | 0.9 | 1.0 | |
| Quick Ratio | 0.7 | 0.8 | 0.8 | 0.9 | 0.6 | 1.4 | 1.9 | 0.7 | 0.7 | 0.7 | |
| Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | -0.0 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | -0.0 | |
| Interest Coverage | · | · | -1.8 | -14.7 | -2.1 | -2.7 | -7.2 | -27.3 | -24.0 | -23.2 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.7 | 0.6 | 0.5 | 0.7 | 1.3 | · | · | |
| Receivables Turnover | 5.6 | 5.4 | 5.4 | 5.9 | 6.1 | 5.4 | 4.8 | 4.4 | · | · |
Tasas de Crecimiento 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 19.8% | 17.2% | 17.1% | 21.3% | 26.1% | · | · | · | · | · | |
| Revenue CAGR 3Y | 18.0% | 18.6% | 21.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 20.3% | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $885M | $739M | $630M | $538M | $443M | $352M | $298M | $244M | $208M | $179M | |
| Net Income TTM | $-26M | $-55M | $-128M | $-91M | $-38M | $-48M | $-47M | $-50M | $-44M | $-44M | |
| P/E | -183.5 | -110.6 | -43.0 | -48.8 | -176.3 | -91.6 | -40.8 | · | · | · | |
| Earnings Yield | -0.54% | -0.90% | -2.3% | -2.1% | -0.57% | -1.1% | -2.5% | · | · | · |
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 | $255M | $247M | $239M | $224M | $215M | $206M | $200M | $186M | $178M | $176M | $167M | $158M | $155M | $150M | $144M | $133M | |
| Cost of Revenue | $50M | $49M | $46M | $46M | $50M | $48M | $46M | $44M | $41M | $42M | $38M | $38M | $40M | $39M | $34M | $32M | |
| Gross Profit | $205M | $199M | $193M | $178M | $166M | $158M | $154M | $142M | $136M | $134M | $129M | $120M | $116M | $112M | $109M | $100M | |
| R&D Expense | $57M | $53M | $55M | $51M | $55M | $54M | $51M | $48M | $48M | $45M | $43M | $42M | $43M | $46M | $38M | $39M | |
| SG&A Expense | $27M | $26M | $28M | $29M | $29M | $27M | $27M | $26M | $26M | $24M | $24M | $21M | $24M | $42M | $24M | $27M | |
| Operating Expenses | $194M | $183M | $185M | $181M | $188M | $183M | $168M | $164M | $159M | $152M | $138M | $135M | $138M | $159M | $123M | $131M | |
| Operating Income | $12M | $15M | $8M | $-3M | $-22M | $-25M | $-13M | $-22M | $-23M | $-18M | $-9M | $-16M | $-23M | $-47M | $-13M | $-30M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | $47M | $1M | $2M | · | $2M | |
| Interest Income | $8M | $8M | $9M | $8M | $8M | $9M | $9M | $9M | $10M | $10M | $10M | $7M | $5M | $4M | $3M | $1M | |
| Other Non-op | $564.0K | $398.0K | $-699.0K | $318.0K | $-736.0K | $-233.0K | $872.0K | $-350.0K | $-45.0K | $86.0K | $-364.0K | $-71.0K | $-439.0K | $-940.0K | $-541.0K | $964.0K | |
| Pretax Income | $17M | $21M | $13M | $2M | $-18M | $-19M | $-6M | $-16M | $-16M | $-11M | $-3M | $-56M | $-20M | $-46M | $-13M | $-29M | |
| Income Tax | $3M | $2M | $772.0K | $-626.0K | $2M | $2M | $2M | $959.0K | $1M | $713.0K | $1M | $530.0K | $819.0K | $585.0K | $1M | $467.0K | |
| Net Income | $13M | $19M | $12M | $3M | $-19M | $-21M | $-9M | $-17M | $-18M | $-12M | $-4M | $-56M | $-21M | $-46M | $-14M | $-30M | |
| EPS (Basic) | $0.24 | $0.33 | $0.21 | $0.05 | $-0.35 | $-0.38 | $-0.15 | $-0.31 | $-0.32 | $-0.21 | $-0.07 | $-1.04 | $-0.39 | $-0.86 | $-0.26 | $-0.56 | |
| EPS (Diluted) | $0.24 | $0.33 | $0.21 | $0.05 | $-0.35 | $-0.38 | $-0.15 | $-0.31 | $-0.32 | $-0.21 | $-0.07 | $-1.04 | $-0.39 | $-0.86 | $-0.26 | $-0.56 | |
| Shares (Basic) | 55,638,926 | 56,885,568 | -112,309,733 | 56,347,994 | 56,076,723 | 56,157,533 | -110,319,474 | 55,581,841 | 55,177,162 | 54,915,852 | -107,857,389 | 54,256,941 | 54,009,963 | 53,690,242 | -105,574,183 | 53,081,564 | |
| Shares (Diluted) | 56,056,066 | 58,441,679 | -114,146,535 | 58,184,796 | 56,076,723 | 56,157,533 | -110,319,474 | 55,581,841 | 55,177,162 | 54,915,852 | -107,857,389 | 54,256,941 | 54,009,963 | 53,690,242 | -105,574,183 | 53,081,564 | |
| EBITDA | $15M | $18M | · | $-718.0K | $-19M | $-22M | · | $-19M | $-21M | $-16M | · | $-13M | $-20M | $-44M | · | $-27M |
Balance general 19
| 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 | $252M | $334M | $339M | $316M | $284M | $242M | $302M | $248M | $268M | $296M | $256M | $405M | $199M | $195M | $240M | $229M | |
| Receivables | $148M | $138M | $169M | $144M | $122M | $119M | $148M | $138M | $121M | $88M | · | $99M | $84M | $77M | · | $82M | |
| Prepaid Expense | $27M | $34M | $29M | $26M | $25M | $28M | $22M | $21M | $21M | $26M | · | $22M | $25M | $24M | · | $14M | |
| Current Assets | $1.06B | $1.11B | $1.16B | $1.09B | $1.02B | $974M | $1.05B | $989M | $932M | $997M | · | $947M | $620M | $585M | · | $568M | |
| Goodwill | $204M | $204M | $206M | $206M | $206M | $200M | $197M | $202M | $199M | $110M | $112M | $109M | $111M | $111M | $110M | $103M | |
| Intangibles | $20M | $22M | $22M | $24M | $25M | $26M | $27M | $30M | $32M | $21M | · | $24M | $26M | $27M | · | $28M | |
| Other Non-current Assets | $7M | $7M | $8M | $7M | $7M | $8M | $8M | $6M | $7M | $6M | · | $5M | $6M | $7M | · | $6M | |
| Total Assets | $1.37B | $1.43B | $1.49B | $1.41B | $1.35B | $1.29B | $1.37B | $1.30B | $1.24B | $1.20B | · | $1.15B | $831M | $800M | · | $777M | |
| Accounts Payable | $12M | $11M | $9M | $11M | $11M | $15M | $8M | $13M | $8M | $10M | · | $5M | $5M | $6M | · | $10M | |
| Accrued Liabilities | $105M | $89M | $113M | $120M | $119M | $93M | $127M | $111M | $113M | $89M | · | $94M | $91M | $79M | · | $85M | |
| Current Liabilities | $723M | $686M | $742M | $692M | $662M | $547M | $592M | $539M | $506M | $467M | · | $438M | $424M | $396M | · | $376M | |
| Capital Leases | $6M | $7M | $10M | $8M | $9M | $10M | $9M | $8M | $9M | $10M | · | $9M | $10M | $11M | · | $13M | |
| Other Non-current Liabilities | $101.0K | $102.0K | $92.0K | $284.0K | $292.0K | $238.0K | $227.0K | $236.0K | $221.0K | $212.0K | · | $2M | $2M | $2M | · | $1M | |
| Total Liabilities | $1.47B | $1.44B | $1.50B | $1.45B | $1.41B | $1.37B | $1.41B | $1.35B | $1.32B | $1.29B | · | $1.26B | $831M | $799M | · | $782M | |
| Paid-in Capital | $604M | $700M | $721M | $702M | $675M | $655M | $672M | $645M | $609M | $585M | · | $541M | $596M | $576M | · | $522M | |
| Retained Earnings | $-701M | $-715M | $-734M | $-746M | $-748M | $-729M | $-708M | $-699M | $-682M | $-664M | · | $-648M | $-592M | $-571M | · | $-511M | |
| AOCI | $288.0K | $3M | $7M | $7M | $7M | $-2M | $-6M | $3M | $-5M | $-4M | · | $-6M | $-3M | $-3M | · | $-17M | |
| Stockholders' Equity | $-97M | $-13M | $-5M | $-37M | $-67M | $-76M | $-42M | $-51M | $-78M | $-83M | $-89M | $-114M | $157.0K | $930.0K | $6M | $-5M | |
| Liabilities + Equity | $1.37B | $1.43B | $1.49B | $1.41B | $1.35B | $1.29B | $1.37B | $1.30B | $1.24B | $1.20B | · | $1.15B | $831M | $800M | · | $777M |
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 | $3M | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $30M | $29M | $36M | $30M | $28M | $28M | $26M | $27M | $25M | $23M | $21M | $19M | $21M | $38M | $17M | $20M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-cash | $32M | $-24M | · | $10M | $38M | $-17M | · | $5M | $-10M | $11M | · | $49M | $23M | $11M | · | $12M | |
| Operating Cash Flow | $78M | $26M | $51M | $46M | $50M | $-7M | $44M | $19M | $-14.0K | $25M | $24M | $15M | $26M | $6M | $-1M | $5M | |
| CapEx | $332.0K | $728.0K | $226.0K | $91.0K | $995.0K | $763.0K | $809.0K | $243.0K | $108.0K | $203.0K | $392.0K | $895.0K | $639.0K | $198.0K | $1M | $1M | |
| Investing Cash Flow | $-34M | $21M | $-11M | $-10M | $-4M | $-9M | $13M | $-50M | $-26M | $17M | $-175M | $-109M | $-23M | $-50M | $11M | $-3M | |
| Stock Repurchased | $123M | $50M | $12M | $10M | $10M | $40M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | $-123M | $-50M | · | $-10M | $-10M | $-40M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-124M | $-50M | $-17M | $-4M | $-9M | $-45M | $873.0K | $9M | $-1M | $-1M | $984.0K | $301M | $-590.0K | $-349.0K | $-1M | $3M | |
| Net Change in Cash | $-82M | $-5M | $23M | $32M | $42M | $-60M | $54M | $-20M | $-28M | $40M | $-148M | $206M | $3M | $-45M | $11M | $3M | |
| Taxes Paid | $4M | $2M | $-700.0K | $684.0K | $2M | $3M | $2M | $1M | $2M | $952.0K | $531.0K | $604.0K | $1M | $323.0K | $576.0K | $225.0K | |
| Free Cash Flow | $78M | $26M | · | $46M | $49M | $-8M | · | $19M | $-122.0K | $25M | · | $14M | $25M | $5M | · | $4M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | $-34M | $24M | $4M | · | $2M |
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 | 80.4% | 80.4% | · | 79.3% | 77.0% | 76.6% | · | 76.5% | 76.8% | 76.4% | · | 75.8% | 74.5% | 74.4% | · | 75.6% | |
| Operating Margin | 4.6% | 6.2% | · | -1.5% | -10.3% | -12.0% | · | -11.7% | -13.0% | -10.4% | · | -9.8% | -14.6% | -31.2% | · | -22.7% | |
| Net Margin | 5.3% | 7.7% | · | 1.2% | -9.0% | -10.4% | · | -9.2% | -9.9% | -6.7% | · | -35.6% | -13.5% | -30.7% | · | -22.4% | |
| Pretax Margin | 6.6% | 8.3% | · | 0.96% | -8.2% | -9.4% | · | -8.6% | -9.1% | -6.2% | · | -35.2% | -13.0% | -30.3% | · | -22.0% | |
| EBITDA Margin | 5.7% | 7.2% | · | -0.32% | -8.9% | -10.6% | · | -10.1% | -11.6% | -9.0% | · | -8.1% | -12.8% | -29.3% | · | -20.6% | |
| ROA | 0.99% | 1.4% | · | 0.21% | -1.5% | -1.7% | · | -1.4% | -1.7% | -1.2% | · | -5.8% | -2.6% | -5.9% | · | -3.9% | |
| ROE | -16.4% | -43.0% | · | -6.3% | 26.9% | 26.9% | · | 20.7% | 45.2% | 28.4% | · | 94.4% | -522.0% | -353.3% | · | -91.8% | |
| ROIC | -9.7% | -111.8% | · | 11.9% | 36.4% | 35.9% | · | 45.4% | 32.5% | 23.4% | · | 13.8% | -15040.0% | -5101.3% | · | 557.4% |
Liquidez y Solvencia 3
| 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 | 1.5 | 1.6 | · | 1.6 | 1.5 | 1.8 | · | 1.8 | 1.8 | 2.1 | · | 2.2 | 1.5 | 1.5 | · | 1.5 | |
| Quick Ratio | 0.6 | 0.7 | · | 0.7 | 0.6 | 0.7 | · | 0.7 | 0.8 | 0.8 | · | 1.2 | 0.7 | 0.7 | · | 0.8 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | -0.3 | -15.1 | -31.2 | · | -19.9 |
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 | 1.9 | 1.9 | · | 1.6 | 1.8 | 2.0 | · | 1.6 | 1.7 | 2.1 | · | 1.7 | 1.9 | 2.0 | · | 1.8 |
Valoración (TTM) 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $942M | $893M | · | $831M | $785M | $745M | · | $697M | $666M | $639M | · | $596M | $570M | $544M | · | $507M | |
| Net Income TTM | $16M | $-19M | · | $-55M | $-75M | $-68M | · | $-102M | $-106M | $-135M | · | $-153M | $-126M | $-123M | · | $-84M | |
| P/E | 179.7 | -170.4 | · | -86.9 | -50.3 | -62.2 | · | -42.1 | -37.2 | -33.9 | · | -35.6 | -43.1 | -44.1 | · | -48.9 | |
| Earnings Yield | 0.56% | -0.59% | · | -1.1% | -2.0% | -1.6% | · | -2.4% | -2.7% | -2.9% | · | -2.8% | -2.3% | -2.3% | · | -2.0% |
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 | $885M | $739M | $630M | $538M | $443M |
| Margen Bruto % | 78.5% | 76.7% | 75.5% | 75.8% | 76.6% |
| Margen Operativo % | -4.8% | -10.4% | -15.0% | -16.5% | -6.6% |
| Beneficio neto | $-26M | $-55M | $-128M | $-91M | $-38M |
| EPS Diluido | $-0.47 | $-0.99 | $-2.36 | $-1.72 | $-0.74 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio corriente | 1.6 | 1.8 | 2.1 | 1.5 | 1.0 |
| Ratio Rápido | 0.7 | 0.8 | 0.8 | 0.9 | 0.6 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $138M | $86M | $69M | $8M | $46M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 335 declarantes · $2.0B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 71 (+27 vs trimestre anterior) | 65 (-6 vs trimestre anterior) | 106 (-12 vs trimestre anterior) | 81 (-21 vs trimestre anterior) | +6.0M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $196 288 536 | 4 046 352 | 9,73% | Acciones |
| Jericho Capital Asset Management L.P. | $168 936 802 | 3 482 515 | 8,38% | Acciones |
| EMINENCE CAPITAL, LP | $150 260 981 | 2 519 889 | 7,45% | Acciones |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $125 064 019 | 2 578 108 | 6,20% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $110 944 941 | 2 287 053 | 5,50% | Acciones |
| STATE STREET CORP | $71 578 736 | 1 475 546 | 3,55% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $68 904 865 | 1 420 426 | 3,42% | Acciones |
| FMR LLC | $63 938 994 | 1 318 058 | 3,17% | Acciones |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $61 519 994 | 1 268 192 | 3,05% | Acciones |
| Squarepoint Ops LLC | $60 511 374 | 1 247 400 | 3,00% | Acciones |
| FIRST TRUST ADVISORS LP | $54 645 302 | 1 126 475 | 2,71% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $53 393 491 | 1 100 395 | 2,65% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $45 768 471 | 943 485 | 2,27% | Acciones |
| Topline Capital Management, LLC | $42 257 110 | 871 101 | 2,09% | Acciones |
| MAIRS & POWER INC | $40 238 608 | 829 491 | 1,99% | Acciones |
| Qube Research & Technologies Ltd | $33 944 048 | 699 733 | 1,68% | Acciones |
| GOLDMAN SACHS GROUP INC | $28 361 129 | 584 645 | 1,41% | Acciones |
| UBS Group AG | $26 903 452 | 554 596 | 1,33% | Acciones |
| Irenic Capital Management LP | $26 778 005 | 552 010 | 1,33% | Acciones |
| TimesSquare Capital Management, LLC | $26 616 745 | 446 365 | 1,32% | Acciones |
| BANK OF AMERICA CORP /DE/ | $25 186 489 | 519 202 | 1,25% | Acciones |
| Conestoga Capital Advisors, LLC | $22 675 126 | 467 432 | 1,12% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21 207 117 | 437 170 | 1,05% | Acciones |
| RIVERBRIDGE PARTNERS LLC | $21 164 128 | 436 284 | 1,05% | Acciones |
| BlackRock, Inc. | $19 097 950 | 393 691 | 0,95% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $18 133 814 | 373 816 | 0,90% | Acciones |
| LOOMIS SAYLES & CO L P | $17 822 380 | 367 396 | 0,88% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $15 543 623 | 320 421 | 0,77% | Acciones |
| MARSHALL WACE, LLP | $13 553 645 | 279 399 | 0,67% | Acciones |
| AXA Investment Managers S.A. | $13 178 676 | 153 098 | 0,65% | Acciones |
| Ranger Investment Management, L.P. | $12 949 502 | 266 945 | 0,64% | Acciones |
| Tetragon Partners GP Ltd | $12 127 500 | 250 000 | 0,60% | Acciones |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $10 055 153 | 207 280 | 0,50% | Acciones |
| JANUS HENDERSON GROUP PLC | $9 051 118 | 151 788 | 0,45% | Acciones |
| Nuveen Asset Management, LLC | $8 927 426 | 81 529 | 0,44% | Acciones |
| Impax Asset Management Group plc | $7 862 792 | 162 086 | 0,39% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $7 796 915 | 160 728 | 0,39% | Acciones |
| XTX Topco Ltd | $7 759 611 | 159 959 | 0,38% | Acciones |
| Private Wealth Asset Management, LLC | $7 664 580 | 158 000 | 0,38% | Acciones |
| CITADEL ADVISORS LLC | $7 423 873 | 153 038 | 0,37% | Acciones |
| CADIAN CAPITAL MANAGEMENT, LP | $6 995 142 | 144 200 | 0,35% | Acciones |
| CIBC Private Wealth Group LLC | $6 808 325 | 79 093 | 0,34% | Acciones |
| ROYCE & ASSOCIATES LP | $6 791 400 | 140 000 | 0,34% | Acciones |
| CANADA PENSION PLAN INVESTMENT BOARD | $6 408 171 | 132 100 | 0,32% | Acciones |
| RENAISSANCE TECHNOLOGIES LLC | $6 283 985 | 129 540 | 0,31% | Acciones |
| BROWN CAPITAL MANAGEMENT LLC | $6 233 389 | 128 497 | 0,31% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $5 797 091 | 119 503 | 0,29% | Acciones |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5 790 008 | 119 357 | 0,29% | Acciones |
| OP Asset Management Ltd | $5 432 683 | 111 991 | 0,27% | Acciones |
| Point72 Asset Management, L.P. | $5 099 711 | 105 127 | 0,25% | Acciones |
| Bank of New York Mellon Corp | $5 063 037 | 104 371 | 0,25% | Acciones |
| Swiss National Bank | $4 919 933 | 101 421 | 0,24% | Acciones |
| ALGERT GLOBAL LLC | $4 906 786 | 101 150 | 0,24% | Acciones |
| FIFTH THIRD BANCORP | $4 836 993 | 99 711 | 0,24% | Acciones |
| Assenagon Asset Management S.A. | $4 660 550 | 96 074 | 0,23% | Acciones |
| Praesidium Investment Management Company, LLC | $4 619 025 | 95 218 | 0,23% | Acciones |
| Madison Investment Advisors, LLC | $4 575 677 | 41 787 | 0,23% | Acciones |
| EFG Asset Management (North America) Corp. | $4 480 281 | 52 063 | 0,22% | Acciones |
| KING LUTHER CAPITAL MANAGEMENT CORP | $4 448 270 | 91 698 | 0,22% | Acciones |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $4 424 015 | 91 198 | 0,22% | Acciones |
| Madison Asset Management, LLC | $4 364 930 | 89 980 | 0,22% | Acciones |
| Jefferies Financial Group Inc. | $4 246 177 | 87 532 | 0,21% | Acciones |
| LGT Fund Management Co Ltd. | $4 162 158 | 85 800 | 0,21% | Acciones |
| NICHOLAS COMPANY, INC. | $4 065 575 | 83 809 | 0,20% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $3 849 474 | 64 556 | 0,19% | Acciones |
| Balyasny Asset Management L.P. | $3 831 368 | 78 981 | 0,19% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $3 732 505 | 76 943 | 0,19% | Acciones |
| BARCLAYS PLC | $3 680 454 | 75 870 | 0,18% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 671 181 | 61 566 | 0,18% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $3 607 204 | 74 360 | 0,18% | Acciones |
| DARK FOREST CAPITAL MANAGEMENT LP | $3 417 093 | 70 441 | 0,17% | Acciones |
| RHUMBLINE ADVISERS | $3 243 658 | 66 866 | 0,16% | Acciones |
| Engineers Gate Manager LP | $3 211 459 | 66 202 | 0,16% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 970 363 | 61 232 | 0,15% | Acciones |
| Kopp Family Office, LLC | $2 707 198 | 55 807 | 0,13% | Acciones |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $2 657 523 | 54 783 | 0,13% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $2 606 782 | 53 737 | 0,13% | Acciones |
| Abacus Planning Group, Inc. | $2 568 799 | 52 954 | 0,13% | Acciones |
| Quantinno Capital Management LP | $2 537 655 | 52 312 | 0,13% | Acciones |
| Verition Fund Management LLC | $2 507 967 | 51 700 | 0,12% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 435 978 | 50 216 | 0,12% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $2 361 806 | 48 687 | 0,12% | Acciones |
| Siren, L.L.C. | $2 182 950 | 45 000 | 0,11% | Acciones |
| Aequim Alternative Investments LP | $2 173 976 | 44 815 | 0,11% | Acciones |
| Holocene Advisors, LP | $2 096 845 | 43 225 | 0,10% | Acciones |
| Y-Intercept (Hong Kong) Ltd | $2 047 073 | 42 199 | 0,10% | Acciones |
| Tejara Capital Ltd | $2 020 442 | 41 650 | 0,10% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $1 995 022 | 41 126 | 0,10% | Acciones |
| Graham Capital Management, L.P. | $1 830 428 | 37 733 | 0,09% | Acciones |
| Advantage Alpha Capital Partners LP | $1 814 480 | 21 079 | 0,09% | Acciones |
| WELLINGTON MANAGEMENT GROUP LLP | $1 800 885 | 37 124 | 0,09% | Acciones |
| IEQ CAPITAL, LLC | $1 789 098 | 36 881 | 0,09% | Acciones |
| Allianz Asset Management GmbH | $1 748 053 | 29 315 | 0,09% | Acciones |
| OneDigital Investment Advisors LLC | $1 746 069 | 35 994 | 0,09% | Acciones |
| Knights of Columbus Asset Advisors LLC | $1 734 038 | 35 746 | 0,09% | Acciones |
| HSBC HOLDINGS PLC | $1 696 283 | 34 703 | 0,08% | Acciones |
| PRUDENTIAL FINANCIAL INC | $1 683 297 | 34 700 | 0,08% | Acciones |
| Entropy Technologies, LP | $1 673 789 | 34 504 | 0,08% | Acciones |
| Alamar Capital Management, LLC | $1 541 890 | 31 785 | 0,08% | Acciones |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1 511 426 | 31 157 | 0,07% | Acciones |
Informantes de la empresa 17 insiders · 6 directivos · 8 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Matthew M Rizai | Chairman & CEO | 7 de septiembre de 2017 C | 0 | 0 | 0 | $0 |
| Stuart J Miller | Executive VP, Treasurer & CFO | 6 de febrero de 2017 F | 168 717 | 0 | 0 | $0 |
| Jeff D Trom | Executive VP & CTO | 5 de noviembre de 2020 C | 50 000 | 0 | 0 | $0 |
| Troy M. Calkins | Executive VP, Secretary & GC | 6 de febrero de 2017 F | 141 697 | 0 | 0 | $0 |
| Jill Klindt | VP & CAO | 1 de febrero de 2017 A | — | 0 | 0 | $0 |
| Michael S. Sellberg | Executive VP & CPO | 1 de febrero de 2017 A | 61 405 | 0 | 0 | $0 |
| Robert H Herz | Consejero | 4 de junio de 2026 S | 37 372 | 0 | 2 | $-126 535 |
| Astha Malik | Consejero | 1 de junio de 2026 A | 7 288 | 0 | 0 | $0 |
| Richard Scott Herren | Consejero | 1 de junio de 2026 A | 4 947 | 0 | 0 | $0 |
| Michael M Crow | Consejero | 1 de junio de 2026 A | 7 288 | 0 | 0 | $0 |
| Suku V. Radia | Consejero | 1 de junio de 2026 A | 15 643 | 0 | 0 | $0 |
| Mark S Peek | Consejero | 1 de junio de 2026 A | 6 070 | 0 | 0 | $0 |
| Martin J. Vanderploeg | Consejero | 1 de junio de 2026 A | 292 275 | 0 | 0 | $0 |
| David S Mulcahy | — | 10 de diciembre de 2025 S | 240 373 | 0 | 1 | $-106 323 |
| Eugene S Katz | — | 13 de junio de 2017 A | 131 136 | 0 | 0 | $0 |
| Joseph H. Howell | — | 6 de febrero de 2017 F | 22 048 | 0 | 0 | $0 |
| Jerome M Behar | — | 31 de agosto de 2016 S | 4 257 925 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 51 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 |
|---|---|---|---|---|
| CLOU · Global X Funds | 1,88% | 101 243 NS | 31 de mayo de 2026 | N-PORT |
| ABLS · Abacus FCF ETF Trust | 1,08% | 247 NS | 30 de abril de 2026 | N-PORT |
| JSML · Janus Detroit Street Trust | 0,66% | 38 899 NS | 30 de abril de 2026 | N-PORT |
| SKYU · ProShares Trust | 0,65% | 468 NS | 31 de mayo de 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,64% | 118 072 NS | 30 de abril de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,44% | 12 997 NS | 30 de abril de 2026 | N-PORT |
| RCGE · EA Series Trust | 0,42% | 7 333 NS | 30 de abril de 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,30% | 25 605 SH | 8 de agosto de 2026 | Diario |
| IWO · iShares Trust | 0,20% | 472 125 SH | 8 de agosto de 2026 | Diario |
| SMLF · iShares Trust | 0,16% | 111 840 SH | 8 de agosto de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,15% | 55 809 SH | 8 de agosto de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,12% | 1 878 NS | 30 de abril de 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 13 546 NS | 30 de abril de 2026 | N-PORT |
| IGV · iShares Trust | 0,11% | 256 439 SH | 8 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,10% | 48 796 SH | 8 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,10% | 16 552 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,10% | 1 328 860 SH | 8 de agosto de 2026 | Diario |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,10% | 19 213 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,08% | 21 996 NS | 30 de abril de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,08% | 299 517 SH | 8 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,07% | 666 280 SH | 8 de agosto de 2026 | Diario |
| ITWO · ProShares Trust | 0,06% | 2 392 NS | 31 de mayo de 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 21 013 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 251 280 NS | 31 de mayo de 2026 | N-PORT |
| ISCB · iShares Trust | 0,05% | 2 361 SH | 8 de agosto de 2026 | Diario |
| FSCC · Federated Hermes ETF Trust | 0,05% | 2 819 NS | 31 de mayo de 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,05% | 150 475 NS | 30 de abril de 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,04% | 1 239 186 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 7 920 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 1 870 NS | 31 de mayo de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,04% | 16 100 SH | 8 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 603 069 SH | 8 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1 141 308 SH | 8 de agosto de 2026 | Diario |
| WSML · iShares Trust | 0,03% | 3 008 SH | 8 de agosto de 2026 | Diario |
| URTY · ProShares Trust | 0,03% | 1 892 NS | 31 de mayo de 2026 | N-PORT |
| TECB · iShares Trust | 0,02% | 1 628 SH | 8 de agosto de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,02% | 1 791 NS | 30 de abril de 2026 | N-PORT |
| IGM · iShares Trust | 0,01% | 24 660 SH | 8 de agosto de 2026 | Diario |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 1 963 NS | 31 de mayo de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 542 SH | 8 de agosto de 2026 | Diario |
| HDG · ProShares Trust | 0,01% | 47 NS | 31 de mayo de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,01% | 2 296 NS | 30 de abril de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 1 694 NS | 30 de abril de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 68 046 SH | 8 de agosto de 2026 | Diario |
| IWV · iShares Trust | 0,00% | 13 280 SH | 8 de agosto de 2026 | Diario |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,00% | 197 NS | 31 de mayo de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 30 495 NS | 31 de mayo de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 592 068 SH | 8 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 40 869 SH | 8 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 4 271 SH | 8 de agosto de 2026 | Diario |