EVER EverQuote, Inc. - Class A Common Stock
$24,15
Prix · Aoû 18, 2026
Données fondamentales au Aoû 4, 2026
Fourchette 52 semaines
$14–$29
69% of range
Note des analystes
BUY
13 analysts
Objectif de cours
$29
+20% upside
P/E (TTM)
10.3
ROE
48.6%
Marge nette
14.3%
EVER Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
Prix
$24.14
Capitalisation Boursière
—
P/E (TTM)
10.3
BPA (TTM)
$2.63
Revenus (TTM)
$693M
Rendement div.
—
ROE
48.6%
Dette/Capitaux propres
—
Fourchette 52 semaines
$14 – $29
EVER Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue
Configure
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Revenus et bénéfice net
$693M
2017-12-31
→
2025-12-31
BPA
$2.63
2019-12-31
→
2025-12-31
Flux de trésorerie libre
$90M
2018-12-31
→
2025-12-31
Marges
14.3%
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Métrique
Tendance sur 5 ans
EVER
Médiane des pairs
P/E (TTM)
10.3
15.1
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Métrique
Tendance sur 5 ans
EVER
Médiane des pairs
Operating Margin (Marge d'exploitation)
8.4%
—
Net Profit Margin (Marge nette)
14.3%
3.5%
ROA
37.0%
3.0%
ROE
48.6%
3.9%
ROIC
39.4%
—
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Métrique
Tendance sur 5 ans
EVER
Médiane des pairs
Current Ratio (Ratio de liquidité)
2.9
1.6
Quick Ratio (Ratio de liquidité réduite)
2.8
—
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
Métrique
Tendance sur 5 ans
EVER
Médiane des pairs
Revenue YoY (Chiffre d'affaires YoY)
38.5%
—
Revenue CAGR 3Y (CAGR du chiffre d'affaires 3 ans)
19.7%
—
Revenue CAGR 5Y (CAGR du chiffre d'affaires 5 ans)
14.8%
—
EPS YoY (BPA Année/Année)
198.9%
—
Net Income YoY (Bénéfice net YoY)
208.7%
—
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Métrique
Tendance sur 5 ans
EVER
Médiane des pairs
EVER Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
ACHAT
13 analystes
- Achat fort 2 15,4%
- Achat 8 61,5%
- Conserver 3 23,1%
- Vente 0 0,0%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
5 analystes · 2026-08-13
Médiane
$28.00
Moyenne
$29.00
← En dessous de tous les objectifs
$24.14
Bas
$25.00
Haut
$34.00
Objectif médian
$28.00
+16,0%
Objectif moyen
$29.00
+20,1%
Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
Surprise Moyenne
0.20%
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $0.53 | $0.55 | -0.02% |
| 31 mars 2026 | $0.51 | $0.45 | 0.06% |
| 31 décembre 2025 | $1.54 | $0.37 | 1.2% |
| 30 septembre 2025 | $0.50 | $0.39 | 0.11% |
| 30 juin 2025 | $0.39 | $0.36 | 0.03% |
| 31 mars 2025 | $0.21 | $0.34 | -0.13% |
Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur
| Ticker | Capitalisation Boursière | P/E | Revenus Année/Année | Marge Nette | ROE | Marge Brute |
|---|---|---|---|---|---|---|
| EVER | — | 10.3 | 38.5% | 14.3% | 48.6% | — |
| QNST | $920M | 201.2 | 78.3% | 0.43% | 2.0% | 10.1% |
| GTM | $3.13B | 26.8 | 2.9% | 9.9% | 8.1% | 84.0% |
| FUBO | $5.13B | -28.0 | 18.6% | -10.6% | -31.6% | — |
| TBLA | — | — | — | — | — | — |
| NXDR | — | -15.0 | 4.2% | -21.0% | -12.6% | — |
| MAX | — | 33.2 | 28.8% | 2.3% | 783.8% | — |
| CARS | $715M | 38.1 | 0.57% | 2.8% | 4.2% | — |
| BMBL | — | -0.6 | -9.9% | -71.8% | -99.4% | — |
| ZIP | $278M | -10.5 | -5.3% | -7.3% | 46.1% | 89.2% |
| GOOGL | $3.78T | 29.0 | 15.1% | 32.8% | 34.0% | — |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 17
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $693M | $500M | $288M | $404M | $419M | $347M | $249M | $163M | $126M | |
| Cost of Revenue | $19M | $21M | $22M | $24M | $24M | $21M | $16M | $12M | $8M | |
| R&D Expense | $32M | $30M | $28M | $32M | $36M | $30M | $20M | $14M | $9M | |
| SG&A Expense | $34M | $30M | $26M | $28M | $25M | $20M | $17M | $11M | $5M | |
| Operating Expenses | $634M | $468M | $340M | $429M | $440M | $359M | $257M | $177M | $131M | |
| Operating Income | $58M | $32M | $-52M | $-25M | $-22M | $-12M | $-8M | $-14M | $-5M | |
| Interest Expense | · | · | · | · | · | · | · | $199.0K | $382.0K | |
| Interest Income | $4M | $2M | $1M | $349.0K | $37.0K | $189.0K | · | $320.0K | · | |
| Other Non-op | $-87.0K | $178.0K | $14.0K | $23.0K | $-57.0K | $291.0K | $263.0K | $121.0K | $-382.0K | |
| Pretax Income | $62M | $34M | $-51M | $-24M | $-22M | $-11M | $-7M | · | · | |
| Income Tax | $-37M | $2M | $577.0K | · | $-3M | $0 | $0 | $0 | $0 | |
| Net Income | $99M | $32M | $-51M | $-24M | $-19M | $-11M | $-7M | $-14M | $-5M | |
| EPS (Basic) | $2.75 | $0.92 | $-1.54 | $-0.77 | $-0.67 | $-0.41 | $-0.28 | · | · | |
| EPS (Diluted) | $2.63 | $0.88 | $-1.54 | $-0.77 | $-0.67 | $-0.41 | $-0.28 | · | · | |
| Shares (Basic) | 36,141,000 | 35,007,000 | 33,350,000 | 31,613 | 29,088 | 27,329 | 25,759 | · | · | |
| Shares (Diluted) | 37,753,000 | 36,646,000 | 33,350,000 | 31,613 | 29,088 | 27,329 | 25,759 | · | · | |
| EBITDA | $58M | $32M | $-52M | $-25M | $-22M | · | $-8M | $-14M | · |
Bilan 22
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $171M | $102M | $38M | $31M | $35M | $43M | $46M | $42M | $2M | |
| Receivables | $75M | $61M | $21M | $30M | $36M | $46M | $32M | $17M | $15M | |
| Prepaid Expense | $10M | $5M | $6M | $7M | $5M | $8M | $7M | $1M | $593.0K | |
| Current Assets | $256M | $172M | $69M | $81M | $85M | $97M | $85M | $61M | $18M | |
| PP&E (Net) | $8M | $6M | $6M | $6M | $6M | $6M | $5M | $4M | $2M | |
| PP&E (Gross) | $22M | $18M | $20M | $20M | $18M | $15M | $13M | $11M | $7M | |
| Accum. Depreciation | $14M | $12M | $14M | $13M | $12M | $9M | $7M | $6M | $5M | |
| Goodwill | $22M | $22M | $22M | $22M | $22M | $10M | · | · | · | |
| Intangibles | $0 | $3M | $5M | $8M | $10M | $3M | · | · | · | |
| Other Non-current Assets | $183.0K | $320.0K | $29.0K | $450.0K | $681.0K | $3M | $691.0K | $715.0K | $740.0K | |
| Total Assets | $327M | $211M | $111M | $157M | $144M | $129M | $91M | $66M | $21M | |
| Accounts Payable | $77M | $60M | $17M | $31M | $30M | $33M | $24M | $17M | $12M | |
| Current Liabilities | $87M | $73M | $30M | $45M | $47M | $47M | $38M | $21M | $15M | |
| Capital Leases | $1M | $3M | $70.0K | $4M | $6M | $8M | · | · | · | |
| Deferred Tax | $281.0K | $0 | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | · | · | $0 | $125.0K | $6M | $3M | $1M | · | · | |
| Total Liabilities | $89M | $75M | $30M | $49M | $58M | $58M | $39M | $23M | $20M | |
| Long-term Debt | · | · | · | · | · | · | · | · | $5M | |
| Retained Earnings | $-82M | $-181M | $-213M | $-162M | $-138M | $-118M | $-107M | $-100M | $-51M | |
| AOCI | $126.0K | $0 | $29.0K | $-6.0K | $10.0K | $-7.0K | · | · | · | |
| Stockholders' Equity | $238M | $135M | $81M | $107M | $85M | $71M | $52M | $43M | $-51M | |
| Liabilities + Equity | $327M | $211M | $111M | $157M | $144M | $129M | $91M | $66M | $21M |
Flux de trésorerie 14
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $4M | $6M | $6M | $6M | $5M | $3M | $2M | $1M | $1M | |
| Stock-based Comp | $24M | $21M | $24M | $29M | $30M | $24M | $13M | $7M | $2M | |
| Deferred Tax | $-38M | · | · | · | $-3M | · | · | · | · | |
| Amort. of Intangibles | $400.0K | $2M | $2M | $2M | $2M | $500.0K | · | · | · | |
| Restructuring | · | · | $24M | · | · | · | · | · | · | |
| Operating Cash Flow | $95M | $67M | $-3M | $-16M | $7M | $11M | $4M | $-2M | $-2M | |
| CapEx | $5M | $4M | $4M | $4M | $3M | $4M | $3M | $4M | $1M | |
| Investing Cash Flow | $-5M | $-4M | $9M | $-4M | $-19M | $-19M | $-3M | $-4M | $-1M | |
| Stock Repurchased | $21M | · | · | · | · | · | · | · | $9M | |
| Net Stock Activity | $-21M | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-21M | $2M | $577.0K | $16M | $4M | $5M | $3M | $45M | $-7M | |
| Net Change in Cash | $69M | $64M | $7M | $-4M | $-8M | $-3M | $4M | · | · | |
| Taxes Paid | $3M | $2M | $589.0K | $175.0K | · | · | · | · | · | |
| Free Cash Flow | $90M | $62M | $-7M | $-20M | $4M | · | $1M | $-6M | · |
Rentabilité 7
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 8.4% | 6.3% | -18.1% | -6.1% | -5.2% | · | -1203.1% | -8.5% | · | |
| Net Margin | 14.3% | 6.4% | -17.8% | -6.0% | -4.6% | · | -1063.8% | -8.4% | · | |
| Pretax Margin | 8.9% | 6.8% | -17.6% | -6.0% | -5.2% | · | · | · | · | |
| EBITDA Margin | 8.4% | 6.3% | -18.1% | -6.1% | -5.2% | · | -1203.1% | -8.5% | · | |
| ROA | 37.0% | 20.0% | -38.4% | -16.3% | -14.3% | · | -9.1% | -32.0% | · | |
| ROE | 48.6% | 25.4% | -63.0% | -22.7% | -22.7% | · | -14.2% | -30.6% | · | |
| ROIC | 39.4% | 22.2% | -65.0% | · | -22.8% | · | · | · | · |
Liquidité et Solvabilité 3
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.9 | 2.4 | 2.3 | 1.8 | 1.8 | · | 2.2 | 2.8 | · | |
| Quick Ratio | 2.8 | 2.2 | 2.0 | 1.3 | 1.5 | · | 2.0 | 2.8 | · | |
| Interest Coverage | · | · | · | · | · | · | · | -69.9 | · |
Efficacité 2
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 2.6 | 3.1 | 2.2 | 2.7 | 3.1 | · | 0.0 | 3.8 | · | |
| Receivables Turnover | 10.1 | 12.1 | 11.3 | 12.4 | 10.2 | · | 0.0 | 10.2 | · |
Taux de croissance 5
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 38.5% | 73.7% | -28.7% | -3.4% | 20.6% | · | · | · | · | |
| Revenue CAGR 3Y | 19.7% | 6.1% | -6.0% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.8% | · | · | · | · | · | · | · | · | |
| EPS YoY | 198.9% | · | · | · | · | · | · | · | · | |
| Net Income YoY | 208.7% | · | · | · | · | · | · | · | · |
Valorisation (TTM) 4
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $693M | $500M | $288M | $404M | $419M | $347M | $249M | $163M | · | |
| Net Income TTM | $99M | $32M | $-51M | $-24M | $-19M | $-11M | $-7M | $-14M | · | |
| P/E | 10.3 | 22.7 | -7.9 | -19.1 | -23.4 | -91.1 | -122.7 | · | · | |
| Earnings Yield | 9.7% | 4.4% | -12.6% | -5.2% | -4.3% | -1.1% | -0.82% | · | · |
Compte de résultat 16
| Métrique | Tendance | 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 | $195M | $191M | $195M | $174M | $157M | $167M | $147M | $145M | $117M | $91M | $56M | $55M | $68M | $109M | $88M | $103M | |
| Cost of Revenue | $4M | $4M | $4M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $6M | |
| R&D Expense | $9M | $9M | $8M | $8M | $8M | $7M | $8M | $8M | $7M | $7M | $6M | $6M | $7M | $8M | $7M | $8M | |
| SG&A Expense | $10M | $9M | $9M | $8M | $8M | $8M | $8M | $8M | $8M | $7M | $7M | $6M | $6M | $8M | $7M | $7M | |
| Operating Expenses | $172M | $167M | $177M | $156M | $142M | $159M | $135M | $133M | $111M | $89M | $62M | $84M | $81M | $112M | $97M | $110M | |
| Operating Income | $23M | $23M | $19M | $18M | $14M | $8M | $12M | $12M | $6M | $2M | $-7M | $-29M | $-13M | $-2M | $-9M | $-7M | |
| Interest Income | $1M | $961.0K | $956.0K | $992.0K | $918.0K | $708.0K | $683.0K | $554.0K | $456.0K | $386.0K | $382.0K | $411.0K | $271.0K | $187.0K | $191.0K | $113.0K | |
| Other Non-op | $-25.0K | $-13.0K | $-22.0K | $-12.0K | $-22.0K | $-31.0K | $24.0K | $53.0K | $60.0K | $41.0K | $9.0K | $20.0K | $-16.0K | $1.0K | $-6.0K | $26.0K | |
| Pretax Income | $25M | $24M | $20M | $19M | $15M | $9M | $13M | $12M | $7M | $2M | $-6M | $-29M | $-13M | $-2M | $-8M | $-6M | |
| Income Tax | $5M | $6M | $-38M | $-345.0K | $363.0K | $684.0K | $428.0K | $719.0K | $406.0K | $286.0K | $-23.0K | $236.0K | $78.0K | $286.0K | · | · | |
| Net Income | $19M | $19M | $58M | $19M | $15M | $8M | $12M | $12M | $6M | $2M | $-6M | $-29M | $-13M | $-3M | $-8M | $-6M | |
| EPS (Basic) | $0.55 | $0.52 | $1.61 | $0.52 | $0.40 | $0.22 | $0.35 | $0.33 | $0.18 | $0.06 | $-0.19 | $-0.87 | $-0.40 | $-0.08 | $-0.26 | $-0.20 | |
| EPS (Diluted) | $0.53 | $0.51 | $1.53 | $0.50 | $0.39 | $0.21 | $0.35 | $0.31 | $0.17 | $0.05 | $-0.19 | $-0.87 | $-0.40 | $-0.08 | $-0.26 | $-0.20 | |
| Shares (Basic) | 35,178,000 | 35,947,000 | -149,206 | 36,218,000 | 36,327,000 | 35,879,000 | -296,297 | 35,234,000 | 34,910 | 34,387 | 33,250,430 | 33,549 | 33,129 | 32,892 | -32,038,435 | 32,008,000 | |
| Shares (Diluted) | 36,159,000 | 36,942,000 | -53,681 | 37,731,000 | 38,014,000 | 37,667,000 | -640,306 | 37,214,000 | 36,698 | 35,608 | 33,250,430 | 33,549 | 33,129 | 32,892 | -32,038,435 | 32,008,000 | |
| EBITDA | $23M | $23M | · | $18M | $14M | $8M | · | $12M | $6M | $2M | · | $-29M | $-13M | $-2M | · | $-7M |
Bilan 21
| Métrique | Tendance | 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 | $192M | $178M | $171M | $146M | $148M | $125M | $102M | $83M | $61M | $49M | · | $39M | $31M | $29M | · | $37M | |
| Receivables | $76M | $72M | $75M | $68M | $55M | $62M | $61M | $48M | $48M | $38M | · | $22M | $22M | $39M | · | $40M | |
| Prepaid Expense | $9M | $7M | $10M | $10M | $6M | $5M | $5M | $5M | $4M | $5M | · | $4M | $5M | $5M | · | $15M | |
| Current Assets | $278M | $257M | $256M | $224M | $209M | $194M | $172M | $140M | $117M | $96M | · | $70M | $71M | $85M | · | $92M | |
| PP&E (Net) | $9M | $9M | $8M | $8M | $7M | $6M | $6M | $6M | $6M | $6M | · | $6M | $7M | $7M | · | $6M | |
| PP&E (Gross) | · | · | $22M | · | · | · | $18M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $14M | · | · | · | $12M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | $22M | · | $22M | $22M | $22M | · | $22M | |
| Intangibles | · | · | $0 | $0 | $0 | $3M | $3M | $4M | $4M | $5M | · | $6M | $7M | $7M | · | $9M | |
| Other Non-current Assets | $183.0K | $183.0K | $183.0K | $320.0K | $320.0K | $320.0K | $320.0K | $320.0K | $320.0K | $29.0K | · | $414.0K | $414.0K | $414.0K | · | $29M | |
| Total Assets | $341M | $324M | $327M | $256M | $241M | $232M | $211M | $181M | $158M | $135M | · | $114M | $145M | $160M | · | $164M | |
| Accounts Payable | $70M | $68M | $77M | $68M | $59M | $57M | $60M | $47M | $42M | $33M | · | $21M | $23M | $31M | · | $37M | |
| Current Liabilities | $83M | $82M | $87M | $79M | $69M | $80M | $73M | $60M | $55M | $47M | · | $32M | $38M | $46M | · | $52M | |
| Capital Leases | $565.0K | $972.0K | $1M | $2M | $2M | $2M | $3M | $3M | $2M | $18.0K | · | $120.0K | $2M | $3M | · | $4M | |
| Deferred Tax | $271.0K | $275.0K | $281.0K | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | · | · | · | · | · | · | · | · | · | · | · | · | · | $37.0K | · | $418.0K | |
| Total Liabilities | $84M | $83M | $89M | $81M | $71M | $83M | $75M | $63M | $57M | $47M | · | $32M | $40M | $49M | · | $57M | |
| Retained Earnings | $-44M | $-63M | $-82M | $-140M | $-158M | $-173M | $-181M | $-193M | $-205M | $-211M | · | $-207M | $-178M | $-165M | · | $-154M | |
| AOCI | $74.0K | $74.0K | $126.0K | $126.0K | $172.0K | $53.0K | $0 | $105.0K | $23.0K | $21.0K | · | $-6.0K | $21.0K | $7.0K | · | $-41.0K | |
| Stockholders' Equity | $257M | $241M | $238M | $175M | $170M | $150M | $135M | $118M | $101M | $88M | $81M | $82M | $106M | $112M | $107M | $107M | |
| Liabilities + Equity | $341M | $324M | $327M | $256M | $241M | $232M | $211M | $181M | $158M | $135M | · | $114M | $145M | $160M | · | $164M |
Flux de trésorerie 13
| Métrique | Tendance | 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 | $971.0K | $785.0K | $861.0K | $811.0K | $918.0K | $1M | $2M | $2M | $1M | $1M | $1M | $2M | $1M | $1M | $2M | $1M | |
| Stock-based Comp | $6M | $5M | $6M | $7M | $7M | $5M | $5M | $5M | $5M | $5M | $5M | $6M | $7M | $7M | $7M | $7M | |
| Deferred Tax | $4M | $4M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Amort. of Intangibles | · | · | · | · | $100.0K | $300.0K | · | · | · | · | · | · | · | · | · | · | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $-21.0K | $20M | $4M | · | · | · | |
| Operating Cash Flow | $24M | $30M | $27M | $20M | $25M | $23M | $20M | $24M | $12M | $10M | $-792.0K | $-4M | $3M | $-1M | $-5M | $-4M | |
| CapEx | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $852.0K | $770.0K | $852.0K | $966.0K | $1M | $1M | $1M | $1M | |
| Investing Cash Flow | $-2M | $-2M | $-1M | $-1M | $-1M | $-1M | $-1M | $-1M | $-852.0K | $-770.0K | $-852.0K | $12M | $-1M | $-1M | $-1M | $-1M | |
| Stock Repurchased | $9M | $20M | $0 | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-20M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-9M | $-21M | $-237.0K | $-21M | $-613.0K | $669.0K | $155.0K | $-219.0K | $772.0K | $999.0K | $536.0K | $-67.0K | $-49.0K | $157.0K | $191.0K | $94.0K | |
| Net Change in Cash | $14M | $7M | $26M | $-2M | $23M | $23M | $19M | $22M | $12M | $11M | $-1M | $8M | $2M | $-2M | $-6M | $-5M | |
| Free Cash Flow | · | $28M | · | · | · | $22M | · | · | · | $10M | · | · | · | $-2M | · | · |
Rentabilité 7
| Métrique | Tendance | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 12.0% | 12.3% | · | 10.1% | 9.0% | 4.8% | · | 8.1% | 5.4% | 1.9% | · | -53.5% | -19.7% | -2.2% | · | -6.4% | |
| Net Margin | 9.8% | 9.8% | · | 10.8% | 9.4% | 4.8% | · | 8.0% | 5.5% | 2.1% | · | -53.1% | -19.4% | -2.3% | · | -6.2% | |
| Pretax Margin | 12.6% | 12.8% | · | 10.7% | 9.6% | 5.2% | · | 8.5% | 5.8% | 2.4% | · | -52.7% | -19.3% | -2.1% | · | -6.2% | |
| EBITDA Margin | 12.0% | 12.3% | · | 10.1% | 9.0% | 4.8% | · | 8.1% | 5.4% | 1.9% | · | -53.5% | -19.7% | -2.2% | · | -6.4% | |
| ROA | 6.6% | 6.7% | · | 8.6% | 7.4% | 4.3% | · | 7.8% | 4.2% | 1.3% | · | -21.0% | -8.6% | -1.5% | · | -4.1% | |
| ROE | 9.0% | 9.6% | · | 12.9% | 10.8% | 6.7% | · | 11.6% | 6.2% | 1.9% | · | -30.9% | -12.5% | -2.4% | · | -6.7% | |
| ROIC | 7.2% | 7.4% | · | 10.2% | 8.1% | 4.9% | · | 9.3% | 5.9% | 1.7% | · | -36.2% | -12.7% | -2.5% | · | · |
Liquidité et Solvabilité 2
| Métrique | Tendance | 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 | 3.3 | 3.1 | · | 2.8 | 3.0 | 2.4 | · | 2.3 | 2.1 | 2.0 | · | 2.2 | 1.9 | 1.8 | · | 1.8 | |
| Quick Ratio | 3.2 | 3.1 | · | 2.7 | 2.9 | 2.3 | · | 2.2 | 2.0 | 1.8 | · | 1.9 | 1.4 | 1.5 | · | 1.5 |
Efficacité 2
| Métrique | Tendance | 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 | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.9 | · | 1.0 | 0.8 | 0.6 | · | 0.4 | 0.4 | 0.7 | · | 0.7 | |
| Receivables Turnover | 3.0 | 2.9 | · | 3.0 | 3.0 | 3.3 | · | 4.1 | 3.3 | 2.4 | · | 1.8 | 2.3 | 2.5 | · | 2.4 |
Valorisation (TTM) 4
| Métrique | Tendance | 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 | $717M | $688M | · | $642M | $585M | $519M | · | $408M | $331M | $323M | · | $335M | $382M | $425M | · | $423M | |
| Net Income TTM | $71M | $60M | · | $53M | $41M | $28M | · | $-9M | $-34M | $-43M | · | $-51M | $-26M | $-18M | · | $-21M | |
| P/E | 12.3 | 9.6 | · | 16.2 | 22.4 | 35.4 | · | -62.0 | -19.9 | -14.3 | · | -4.7 | -8.1 | -23.6 | · | -9.9 | |
| Earnings Yield | 8.1% | 10.4% | · | 6.2% | 4.5% | 2.8% | · | -1.6% | -5.0% | -7.0% | · | -21.4% | -12.3% | -4.2% | · | -10.1% |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenu | $693M | $500M | $288M | $404M | $419M |
| Marge d'exploitation % | 8.4% | 6.3% | -18.1% | -6.1% | -5.2% |
| Résultat net | $99M | $32M | $-51M | $-24M | $-19M |
| BPA dilué | $2.63 | $0.88 | $-1.54 | $-0.77 | $-0.67 |
Bilan
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ratio de liquidité | 2.9 | 2.4 | 2.3 | 1.8 | 1.8 |
| Ratio de liquidité réduite | 2.8 | 2.2 | 2.0 | 1.3 | 1.5 |
Flux de trésorerie
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $90M | $62M | $-7M | $-20M | $4M |
Dernières actualités Actualités récentes mentionnant cette entreprise
- Jim Cramer : « Ne sous-estimez jamais cet homme » alors qu'Elon Musk qualifie Starlink V3 de « révolutionnaire » après le succès des satellites nouvelle génération de SpaceX
- La mort silencieuse de la consommation consciente, d'Everlane et Allbirds à Beyond Meat
- EverQuote voit le retour des assureurs alimenter la croissance vers 1 milliard de dollars de revenus
- EverQuote (EVER) Transcription des résultats du T1 2026
- Le PDG d'EverCommerce vend plus de 19 000 actions. Qu'est-ce que cela signifie pour les investisseurs ?
- EverQuote Inc Révèle une Hausse de ses Bénéfices au T1
Mes métriques Votre watchlist personnelle — lignes sélectionnées de Fondamentaux Complets
📊
Choisissez les indicateurs qui vous importent — cliquez sur le ➕ à côté de n'importe quelle ligne dans Fondamentaux Complets ci-dessus.
Votre sélection est enregistrée et vous suit sur tous les tickers.
Détenteurs institutionnels (13F) 261 déclarants · $488.7M total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 53 (+15 vs T. préc.) | 22 (-27 vs T. préc.) | 95 (+7 vs T. préc.) | 68 (0 vs T. préc.) | +4.6M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | $31 144 962 | 1 259 400 | 6,37% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $28 333 652 | 1 190 990 | 5,80% | Actions |
| MACKENZIE FINANCIAL CORP | $20 770 312 | 873 069 | 4,25% | Actions |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $20 107 000 | 845 187 | 4,11% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $18 500 508 | 777 659 | 3,79% | Actions |
| STATE STREET CORP | $17 061 641 | 717 177 | 3,49% | Actions |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15 935 327 | 669 833 | 3,26% | Actions |
| EMERALD ADVISERS, LLC | $15 509 224 | 651 922 | 3,17% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $15 048 483 | 632 555 | 3,08% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $14 974 229 | 629 306 | 3,06% | Actions |
| RENAISSANCE TECHNOLOGIES LLC | $12 924 607 | 543 279 | 2,64% | Actions |
| LAZARD ASSET MANAGEMENT LLC | $11 024 357 | 463 403 | 2,26% | Actions |
| GILDER GAGNON HOWE & CO LLC | $10 945 184 | 460 075 | 2,24% | Actions |
| EMERALD MUTUAL FUND ADVISERS TRUST | $9 451 006 | 397 268 | 1,93% | Actions |
| GOLDMAN SACHS GROUP INC | $8 760 049 | 368 224 | 1,79% | Actions |
| DEUTSCHE BANK AG\ | $8 082 510 | 339 744 | 1,65% | Actions |
| Hillsdale Investment Management Inc. | $6 118 788 | 257 200 | 1,25% | Actions |
| VestGen Advisors, LLC | $5 862 356 | 246 421 | 1,20% | Actions |
| Occam Crest Management LP | $5 848 699 | 217 991 | 1,20% | Actions |
| JACOBS ASSET MANAGEMENT, LLC | $5 695 516 | 239 408 | 1,17% | Actions |
| AMERICAN CENTURY COMPANIES INC | $5 657 928 | 237 828 | 1,16% | Actions |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5 649 625 | 237 479 | 1,16% | Actions |
| JANE STREET GROUP, LLC | $5 509 050 | 231 570 | 1,13% | Actions |
| First Eagle Investment Management, LLC | $5 465 919 | 229 757 | 1,12% | Actions |
| Boston Partners | $5 352 510 | 224 990 | 1,10% | Actions |
| S SQUARED TECHNOLOGY, LLC | $5 308 691 | 223 148 | 1,09% | Actions |
| JANE STREET GROUP, LLC | $5 262 348 | 221 200 | 1,08% | Option de vente |
| Divisadero Street Capital Management, LP | $5 215 910 | 219 248 | 1,07% | Actions |
| MONIMUS CAPITAL MANAGEMENT, LP | $4 585 499 | 192 749 | 0,94% | Actions |
| STATE OF WISCONSIN INVESTMENT BOARD | $4 504 779 | 189 356 | 0,92% | Actions |
| BlackRock, Inc. | $4 450 205 | 187 062 | 0,91% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $4 430 318 | 186 226 | 0,91% | Actions |
| RAYMOND JAMES FINANCIAL INC | $4 335 490 | 182 240 | 0,89% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $4 292 311 | 180 425 | 0,88% | Actions |
| AMERIPRISE FINANCIAL INC | $3 954 636 | 166 231 | 0,81% | Actions |
| Toronado Partners, LLC | $3 927 586 | 165 094 | 0,80% | Actions |
| Quantinno Capital Management LP | $3 851 006 | 161 875 | 0,79% | Actions |
| Trexquant Investment LP | $3 646 246 | 153 268 | 0,75% | Actions |
| MILLENNIUM MANAGEMENT LLC | $3 453 904 | 145 183 | 0,71% | Actions |
| FRANKLIN RESOURCES INC | $3 418 433 | 143 692 | 0,70% | Actions |
| Vanguard Global Advisers, LLC | $3 060 155 | 128 632 | 0,63% | Actions |
| ALLIANCEBERNSTEIN L.P. | $2 924 804 | 189 676 | 0,60% | Actions |
| VICTORY CAPITAL MANAGEMENT INC | $2 900 548 | 121 923 | 0,59% | Actions |
| Squarepoint Ops LLC | $2 889 367 | 121 453 | 0,59% | Actions |
| PRUDENTIAL FINANCIAL INC | $2 784 667 | 117 052 | 0,57% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 721 576 | 114 400 | 0,56% | Option d'achat |
| PICTON MAHONEY ASSET MANAGEMENT | $2 678 660 | 112 596 | 0,55% | Actions |
| GREAT LAKES ADVISORS, LLC | $2 510 892 | 105 544 | 0,51% | Actions |
| Amundi | $2 423 916 | 101 888 | 0,50% | Actions |
| CITADEL ADVISORS LLC | $2 355 210 | 99 000 | 0,48% | Option d'achat |
| Walleye Capital LLC | $2 341 507 | 98 424 | 0,48% | Actions |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2 239 853 | 94 151 | 0,46% | Actions |
| Divisar Capital Management LLC | $2 141 100 | 90 000 | 0,44% | Actions |
| CITADEL ADVISORS LLC | $2 133 963 | 89 700 | 0,44% | Option de vente |
| Balyasny Asset Management L.P. | $2 027 241 | 85 214 | 0,41% | Actions |
| JANE STREET GROUP, LLC | $1 831 830 | 77 000 | 0,37% | Option d'achat |
| Wakefield Asset Management LLLP | $1 817 818 | 76 411 | 0,37% | Actions |
| PEAK6 LLC | $1 812 798 | 76 200 | 0,37% | Option d'achat |
| XTX Topco Ltd | $1 798 691 | 75 607 | 0,37% | Actions |
| ALGERT GLOBAL LLC | $1 749 992 | 73 560 | 0,36% | Actions |
| NOMURA HOLDINGS INC | $1 748 589 | 73 501 | 0,36% | Actions |
| Corient Private Wealth LP | $1 732 484 | 72 824 | 0,35% | Actions |
| BROWN ADVISORY INC | $1 684 641 | 70 813 | 0,34% | Actions |
| BANK OF AMERICA CORP /DE/ | $1 675 530 | 70 430 | 0,34% | Actions |
| CITADEL ADVISORS LLC | $1 655 094 | 69 571 | 0,34% | Actions |
| BOOTHBAY FUND MANAGEMENT, LLC | $1 578 681 | 66 359 | 0,32% | Actions |
| HSBC HOLDINGS PLC | $1 546 485 | 65 033 | 0,32% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 460 706 | 61 400 | 0,30% | Option de vente |
| JONES FINANCIAL COMPANIES LLLP | $1 407 103 | 60 651 | 0,29% | Actions |
| ZACKS INVESTMENT MANAGEMENT | $1 401 383 | 58 906 | 0,29% | Actions |
| TWO SIGMA ADVISERS, LP | $1 328 400 | 49 200 | 0,27% | Actions |
| Swiss National Bank | $1 315 587 | 55 300 | 0,27% | Actions |
| MML INVESTORS SERVICES, LLC | $1 225 589 | 51 517 | 0,25% | Actions |
| GLOBEFLEX CAPITAL L P | $1 188 763 | 49 969 | 0,24% | Actions |
| Bank of New York Mellon Corp | $1 144 632 | 48 114 | 0,23% | Actions |
| TWO SIGMA INVESTMENTS, LP | $1 125 362 | 47 304 | 0,23% | Actions |
| TUDOR INVESTMENT CORP ET AL | $1 065 792 | 44 800 | 0,22% | Option d'achat |
| D.A. DAVIDSON & CO. | $1 042 383 | 43 816 | 0,21% | Actions |
| MORGAN STANLEY | $1 039 100 | 43 678 | 0,21% | Actions |
| TUDOR INVESTMENT CORP ET AL | $1 007 792 | 42 362 | 0,21% | Actions |
| D. E. Shaw & Co., Inc. | $963 899 | 40 517 | 0,20% | Actions |
| OP Asset Management Ltd | $954 360 | 40 116 | 0,20% | Actions |
| CITIGROUP INC | $946 319 | 39 778 | 0,19% | Actions |
| Mariner, LLC | $909 087 | 38 217 | 0,19% | Actions |
| Quadrature Capital Ltd | $906 161 | 38 090 | 0,19% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $871 737 | 36 643 | 0,18% | Actions |
| RHUMBLINE ADVISERS | $868 373 | 36 502 | 0,18% | Actions |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $851 373 | 35 787 | 0,17% | Actions |
| IEQ CAPITAL, LLC | $834 125 | 35 062 | 0,17% | Actions |
| KLP KAPITALFORVALTNING AS | $832 650 | 35 000 | 0,17% | Actions |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $780 383 | 32 803 | 0,16% | Actions |
| AdvisorShares Investments LLC | $773 175 | 32 500 | 0,16% | Actions |
| WINMILL & CO. INC | $770 796 | 32 400 | 0,16% | Actions |
| ALPS ADVISORS INC | $723 145 | 30 397 | 0,15% | Actions |
| Cubist Systematic Strategies, LLC | $716 220 | 31 317 | 0,15% | Actions |
| J.M. Arbour, LLC | $714 866 | 30 049 | 0,15% | Actions |
| FMR LLC | $693 597 | 29 155 | 0,14% | Actions |
| VOYA INVESTMENT MANAGEMENT LLC | $665 668 | 27 981 | 0,14% | Actions |
| FOX RUN MANAGEMENT, L.L.C. | $650 609 | 27 348 | 0,13% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $633 147 | 26 614 | 0,13% | Actions |
Initiés de la société 32 initiés · 13 dirigeants · 10 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jayme Mendal | CEO and President | 1 juillet 2026 F | 600 735 | 0 | 10 | $-2 251 491 |
| Seth Birnbaum | President and CEO | 15 octobre 2020 M | 437 464 | 0 | 0 | $0 |
| John Brandon Wagner | CFO and Treasurer | 3 avril 2023 F | 330 731 | 0 | 0 | $0 |
| Jon Ayotte | Chief Accounting Officer | 8 juillet 2026 M | 76 855 | 0 | 17 | $-365 999 |
| David Brainard | Chief Technology Officer | 6 juillet 2026 S | 165 336 | 0 | 9 | $-674 981 |
| Julia Brncic | General Counsel | 27 août 2025 S | 119 676 | 0 | 1 | $-33 760 |
| David W Mason | General Counsel and Secretary | 3 octobre 2022 F | 191 243 | 0 | 0 | $0 |
| Nicholas Graham | Chief Revenue Officer | 9 août 2022 S | 37 275 | 0 | 0 | $0 |
| Tomas Revesz Jr | Chief Architect | 29 mars 2022 S | 460 409 | 0 | 0 | $0 |
| Eugene Suzuki | Chief Information Officer | 5 novembre 2021 M | 91 402 | 0 | 0 | $0 |
| Elyse Neumeier | Chief People Officer | 1 octobre 2021 S | 46 218 | 0 | 0 | $0 |
| Craig Lister | Chief Marketing Officer | 17 août 2021 S | 44 541 | 0 | 0 | $0 |
| Shimrit Markette | SVP, People Operations | 7 mai 2019 S | 79 312 | 0 | 0 | $0 |
| John L. Shields | Administrateur | 4 juin 2026 A | 34 324 | 0 | 2 | $-93 020 |
| Mira Wilczek | Administrateur | 4 juin 2026 A | 110 353 | 0 | 0 | $0 |
| George R Neble | Administrateur | 4 juin 2026 A | 60 596 | 0 | 3 | $-42 714 |
| Paul F Deninger | Administrateur | 4 juin 2026 A | 81 748 | 0 | 0 | $0 |
| BANSAL SANJU K | Administrateur | 4 juin 2026 A | 471 668 | 0 | 0 | $0 |
| David B. Blundin | Administrateur | 10 août 2025 D | 2 598 154 | 0 | 0 | $0 |
| Darryl Auguste | Administrateur | 23 mai 2023 S | 83 919 | 0 | 0 | $0 |
| John Francis Lunny Jr. | Administrateur | 10 mars 2023 M | 50 768 | 0 | 0 | $0 |
| LINK VENTURES INVESTMENT VEHICLE II, LLC | Détenteur de 10% | 24 avril 2023 J | 0 | 0 | 0 | $0 |
| Adam Reilly Bayer | Détenteur de 10% | 11 décembre 2018 C | 230 688 | 0 | 0 | $0 |
| John Mark Felton | Détenteur de 10% | 11 décembre 2018 C | 121 136 | 0 | 0 | $0 |
| Joseph Sanborn | — | 10 août 2026 S | 305 241 | 0 | 14 | $-980 025 |
| Jonathan Klein Shapiro | — | 13 décembre 2018 C | 154 064 | 0 | 0 | $0 |
| Edward Hammond | — | 2 juillet 2018 C | 0 | 0 | 0 | $0 |
| Thomas Ellis | — | 2 juillet 2018 C | 0 | 0 | 0 | $0 |
| Edward Franklin Walker | — | 2 juillet 2018 C | 0 | 0 | 0 | $0 |
| Jeffrey Mee Choy Considine | — | 2 juillet 2018 C | 0 | 0 | 0 | $0 |
| John W. Byers | — | 2 juillet 2018 C | 0 | 0 | 0 | $0 |
| John David Giordano | — | 2 juillet 2018 C | 140 400 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 2 participations
Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.
| Déclarant | Déposé | Participation | Statut | Objectif | Dépôt |
|---|---|---|---|---|---|
| David B. Blundin, Recognition Capital, LLC, Link Ventures LLLP, Link Management LLC, Cogo Fund 2020, LLC, Cogo Labs, LLC, Link Equity Partners, LLC ×9 dépôts | 13 août 2025 | 18,40% | Amendement | — | SEC |
| Link Ventures Investment Vehicle II, LLC, Link Ventures LLLP | 28 mars 2022 | — | Dépôt initial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Détention d'ETF Détenu par 46 ETFs
Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.
| Fonds | Poids | Unités | Au | Source |
|---|---|---|---|---|
| BFOR · ALPS ETF Trust | 0,27% | 29 855 NS | 31 mai 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,25% | 90 019 SH | 8 août 2026 | Quotidien |
| VFMF · VANGUARD WELLINGTON FUND | 0,21% | 60 676 SH | 8 août 2026 | Quotidien |
| SMIZ · Zacks Trust | 0,20% | 26 212 NS | 31 mai 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,19% | 9 626 NS | 31 mai 2026 | N-PORT |
| IWC · iShares Trust | 0,15% | 96 296 SH | 8 août 2026 | Quotidien |
| VFQY · VANGUARD WELLINGTON FUND | 0,13% | 26 535 SH | 8 août 2026 | Quotidien |
| CALF · Pacer Funds Trust | 0,09% | 212 875 NS | 30 avril 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,08% | 42 069 NS | 31 mai 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 5 356 SH | 8 août 2026 | Quotidien |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 18 742 NS | 30 avril 2026 | N-PORT |
| IWN · iShares Trust | 0,04% | 263 899 SH | 8 août 2026 | Quotidien |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,04% | 24 593 SH | 8 août 2026 | Quotidien |
| VOX · VANGUARD WORLD FUND | 0,04% | 99 113 SH | 8 août 2026 | Quotidien |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 35 685 SH | 8 août 2026 | Quotidien |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,03% | 38 380 NS | 31 mai 2026 | N-PORT |
| FCOM · FIDELITY COVINGTON TRUST | 0,02% | 30 451 NS | 30 avril 2026 | N-PORT |
| IWM · iShares Trust | 0,02% | 720 773 SH | 8 août 2026 | Quotidien |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 163 313 SH | 8 août 2026 | Quotidien |
| ITWO · ProShares Trust | 0,01% | 1 349 NS | 31 mai 2026 | N-PORT |
| RSSL · Global X Funds | 0,01% | 12 496 NS | 30 avril 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,01% | 114 640 NS | 30 avril 2026 | N-PORT |
| SMLF · iShares Trust | 0,01% | 20 788 SH | 8 août 2026 | Quotidien |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 130 081 NS | 31 mai 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 307 421 SH | 8 août 2026 | Quotidien |
| UWM · ProShares Trust | 0,01% | 1 056 NS | 31 mai 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,01% | 103 949 NS | 31 mai 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 1 892 SH | 8 août 2026 | Quotidien |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,01% | 818 NS | 31 mai 2026 | N-PORT |
| URTY · ProShares Trust | 0,01% | 1 069 NS | 31 mai 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,00% | 44 179 NS | 30 avril 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0,00% | 1 027 NS | 31 mai 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 1 142 NS | 31 mai 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 20 263 NS | 31 mai 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 27 NS | 31 mai 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 53 924 NS | 30 avril 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 13 379 NS | 30 avril 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 990 NS | 30 avril 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 35 882 SH | 8 août 2026 | Quotidien |
| IWV · iShares Trust | 0,00% | 7 904 SH | 8 août 2026 | Quotidien |
| DFSU · Dimensional ETF Trust | 0,00% | 981 NS | 30 avril 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 15 097 NS | 31 mai 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 5 000 NS | 30 avril 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 4 670 NS | 30 avril 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 855 743 SH | 8 août 2026 | Quotidien |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2 162 SH | 8 août 2026 | Quotidien |