LZ LegalZoom.com, Inc. - Common Stock
À propos de LegalZoom.com, Inc. - Common Stock Présentation de l'entreprise depuis Wikipedia
LegalZoom.com, Inc. is an American online legal technology and services company launched in 2001. It provides online legal services using an independent network of attorneys and the LegalZoom-owned law firm, LegalZoom Legal Services, as well as self-service technology and care specialists. Services include wills and living trusts, business compliance such as licenses and permits, copyright registrations, and trademark applications. The company also offers attorney referrals and registered agent services.
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LegalZoom.com, Inc. is an American online legal technology and services company launched in 2001. It provides online legal services using an independent network of attorneys and the LegalZoom-owned law firm, LegalZoom Legal Services, as well as self-service technology and care specialists. Services include wills and living trusts, business compliance such as licenses and permits, copyright registrations, and trademark applications. The company also offers attorney referrals and registered agent services.
Cited as a disruption to traditional consumer legal services, the company asserts that it benefits people who otherwise could not hire a lawyer.
LegalZoom was founded by Brian S. Lee, Brian Liu, Edward Hartman, and Robert Shapiro.
Reception
Based on concerns that LegalZoom's services were a form of legal advice, the North Carolina State Bar issued a cease and desist order in 2008. After an investigation by a special referee, the court determined that LegalZoom's practices "do not constitute the unauthorized practice of law". Similar lawsuits in other states were settled or dismissed.
Consumer Reports magazine gave mixed reviews in September 2012 to the computer-aided legal forms generated by LegalZoom and two of its competitors, Nolo (formerly Nolo Press) and Rocket Lawyer, stating that all three companies provided documents "for a fraction of what you'd pay a lawyer". Consumer Reports wrote that "using any of the three services is generally better than drafting the documents yourself without legal training or not having them at all. But unless your needs are simple ... none of the will-writing products is likely to entirely meet your needs." It found in some cases, the other non-will documents weren't specific enough or contained language that could potentially lead to an unintended result.
In 2015, LegalZoom and the North Carolina Bar Association settled years of litigation by agreeing that companies like LegalZoom, which offer automated legal document preparation, will not violate North Carolina's prohibitions against the unauthorized practice of law if the companies register with the state and comply with certain consumer protection procedures. Following the settlement, the US Federal Trade Commission and the US Department of Justice jointly advised the North Carolina Legislature that the state should avoid placing overly broad restrictions on companies that offer computer-facilitated legal services. The two agencies stated that "[i]nteractive software for generating legal forms may be more cost-effective for some consumers, may exert downward price pressure on licensed lawyer services, and may promote the more efficient and convenient provision of legal services. Such products may also help increase access to legal services."
Recognition
The company was nominated for the American Bar Association's 2005 Louis M. Brown Award. In 2011, Business Insider ranked LegalZoom 27th on its list of the world's most valuable startups, and in 2012, Fast Company ranked LegalZoom 26th on its list of the most innovative companies.
Growth, acquisitions and partnerships
LegalZoom formed a partnership in 2012 with the United Kingdom-based legal services provider QualitySolicitors to jointly offer online legal services in the United Kingdom. In 2014, European private capital firm Permira announced its intent to acquire $200 million in the outstanding equity of LegalZoom and become its largest shareholder; on February 14, 2014, Permira announced that the deal was complete. LegalZoom announced in 2015 they would Beaumont Legal, a 200-year-old firm in Wakefield, West Yorkshire, England which describes itself as one of the largest conveyancers in the country.
LegalZoom announced its initial public offering in 2021 and became the first publicly traded company to own and operate a law firm in the United States. Later that year, the company expanded its network of attorneys following the Arizona Supreme Court approval of an alternative business structure license.
In 2021, LegalZoom acquired Earth Class Mail, a virtual mailbox service for businesses, for $63 million. In 2022, the company acquired Revv, a Global SaaS document automation and form template company based in Bangalore, India. In 2023, they announced a partnership with Novo, a financial technology firm focused on digital banking for small businesses.
In May 2024, LegalZoom entered a partnership with Wix.com, a website builder and web development platform, offering an all-in-one launch solution for entrepreneurs. That same year, BusinessLoans.com partnered with LegalZoom to provide LegalZoom users with a pathway to compare and apply for small business loans.
LegalZoom acquired Formation Nation, a small business services company focused on business formation and compliance that operates the Nevada Corporate Headquarters (NCH) and Inc Authority brands, in 2025, and partnered with Perplexity AI, an artificial intelligence company, to enhance its legal technology offerings.
Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗
LZ Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
LZ Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
LZ Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
- Achat fort 6 37,5%
- Achat 5 31,2%
- Conserver 5 31,2%
- Vente 0 0,0%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
5 analystes · 2026-08-13Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $0.16 | $0.16 | 0.00% |
| 31 mars 2026 | $0.12 | $0.14 | -0.02% |
| 31 décembre 2025 | $0.17 | $0.18 | -0.01% |
| 30 septembre 2025 | $0.17 | $0.19 | -0.02% |
| 30 juin 2025 | $0.15 | $0.15 | -0.00% |
| 31 mars 2025 | $0.13 | $0.13 | -0.00% |
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 |
|---|---|---|---|---|---|---|
| LZ | $1.76B | 124.1 | 10.9% | 2.0% | 8.4% | 65.9% |
| BKSY | — | -9.0 | 4.4% | — | — | — |
| WLDN | $1.57B | 30.6 | 20.5% | 7.7% | 19.5% | 37.5% |
| RHLD | $1.75B | -299.2 | 9.9% | -1.3% | -206.6% | 56.3% |
| CRAI | $1.31B | 24.6 | 9.3% | 7.3% | 26.7% | — |
| FBYD | — | — | — | — | — | — |
| MG | — | 23.9 | -0.77% | 2.3% | 7.8% | 28.2% |
| SPIR | — | 5.0 | -35.2% | 71.7% | 39.1% | 40.8% |
| RCMT | — | 9.3 | 14.7% | — | — | — |
| FC | — | 81.5 | -7.0% | 1.1% | 4.1% | 76.2% |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 16
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $756M | $682M | $661M | $620M | $575M | $471M | $408M | |
| Cost of Revenue | $258M | $240M | $239M | $211M | $189M | $155M | $137M | |
| Gross Profit | $498M | $442M | $421M | $409M | $386M | $316M | $271M | |
| Operating Expenses | $473M | $406M | $400M | $451M | $471M | $267M | $225M | |
| Operating Income | $25M | $36M | $21M | $-42M | $-85M | $49M | $46M | |
| Interest Expense | · | · | $493.0K | $260.0K | $28M | $36M | $39M | |
| Interest Income | $8M | $8M | $9M | $2M | $61.0K | · | · | |
| Other Non-op | $1M | $98.0K | $2M | $-4M | $1M | $4M | $3M | |
| Pretax Income | $32M | $43M | $31M | $-48M | $-120M | $12M | $10M | |
| Income Tax | $17M | $13M | $18M | $1M | $-11M | $2M | $3M | |
| Net Income | $15M | $30M | $14M | $-49M | $-109M | $10M | $7M | |
| EPS (Basic) | $0.09 | $0.17 | $0.07 | $-0.25 | $-0.67 | $0.06 | $0.04 | |
| EPS (Diluted) | $0.08 | $0.16 | $0.07 | $-0.25 | $-0.67 | $0.06 | $0.04 | |
| Shares (Basic) | 178,798,000 | 180,210,000 | 190,466,000 | 195,829,000 | 161,424,000 | 124,709,000 | 123,826,000 | |
| Shares (Diluted) | 184,690,000 | 182,865,000 | 194,415,000 | 195,829,000 | 161,424,000 | 127,259,000 | 128,546,000 | |
| EBITDA | $61M | $65M | $41M | $-24M | $-69M | · | · |
Bilan 26
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $203M | $142M | $226M | $189M | $239M | $114M | $49M | |
| Receivables | $21M | $9M | $12M | $13M | $11M | $9M | · | |
| Prepaid Expense | $18M | $18M | $15M | $17M | $17M | $11M | · | |
| Other Current Assets | $954.0K | $2M | $2M | $2M | $2M | $676.0K | · | |
| Current Assets | $242M | $191M | $275M | $242M | $267M | $134M | · | |
| PP&E (Net) | · | · | · | $31M | $47M | $51M | · | |
| PP&E (Gross) | · | · | · | $88M | $123M | $122M | · | |
| Accum. Depreciation | · | · | · | $57M | $76M | $70M | · | |
| Goodwill | $141M | $63M | $63M | $63M | $60M | $11M | $10M | |
| Intangibles | $18M | $9M | $14M | $19M | $16M | $815.0K | · | |
| Other Non-current Assets | $7M | $8M | $9M | $9M | $13M | $6M | · | |
| Total Assets | $512M | $374M | $448M | $405M | $431M | $252M | · | |
| Accounts Payable | $27M | $31M | $32M | $25M | $32M | $29M | · | |
| Accrued Liabilities | $83M | $58M | $62M | $57M | $51M | $41M | · | |
| Current Liabilities | $319M | $266M | $264M | $249M | $229M | $200M | · | |
| Capital Leases | $10M | $6M | $7M | $9M | $0 | · | · | |
| Other Non-current Liabilities | $11M | $9M | $8M | $4M | $3M | $17M | · | |
| Total Liabilities | $340M | $281M | $279M | $263M | $233M | $732M | · | |
| Long-term Debt | · | · | · | · | $0 | $512M | · | |
| Total Debt | · | · | · | · | $0 | · | · | |
| Common Stock | $179.0K | $175.0K | $189.0K | $190.0K | $198.0K | $126.0K | · | |
| Retained Earnings | $-1.13B | $-1.07B | $-933M | $-892M | $-748M | $-639M | · | |
| AOCI | $181.0K | $861.0K | $232.0K | $1M | $-2M | $-14M | · | |
| Stockholders' Equity | $172M | $93M | $169M | $142M | $198M | $-551M | $-557M | |
| Liabilities + Equity | $512M | $374M | $448M | $405M | $431M | $252M | · | |
| Shares Outstanding | 177,624,000 | 173,619,000 | 188,538,000 | 190,822,000 | 198,084,000 | 125,037,000 | · |
Flux de trésorerie 15
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $36M | $30M | $20M | $18M | $16M | $17M | $12M | |
| Stock-based Comp | $114M | $72M | $66M | $80M | $113M | $13M | $5M | |
| Deferred Tax | $7M | $-5M | $5M | $-793.0K | $-12M | $1M | $472.0K | |
| Amort. of Intangibles | $8M | $5M | $5M | $4M | $1M | $3M | $4M | |
| Other Non-cash | $6M | $9M | $19M | $25M | $46M | · | · | |
| Operating Cash Flow | $178M | $136M | $124M | $74M | $54M | $93M | $53M | |
| CapEx | $30M | $36M | $32M | $22M | $12M | $11M | $18M | |
| Investing Cash Flow | $-40M | $-36M | $-32M | $-31M | $-78M | $-13M | $-21M | |
| Stock Repurchased | $81M | $165M | $55M | $95M | $0 | $5M | $2M | |
| Net Stock Activity | $-81M | · | $-55M | $-95M | $0 | · | · | |
| Financing Cash Flow | $-77M | $-183M | $-56M | $-93M | $123M | $-15M | $-13M | |
| Net Change in Cash | $61M | $-84M | $37M | $-50M | $100M | $65M | $19M | |
| Taxes Paid | $9M | $26M | $7M | · | · | · | · | |
| Free Cash Flow | $148M | $100M | $93M | $52M | $42M | · | · | |
| Levered FCF | · | · | $92M | · | $17M | · | · |
Rentabilité 8
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 65.9% | 64.8% | 63.8% | 66.0% | 67.1% | · | · | |
| Operating Margin | 3.3% | 5.2% | 3.2% | -6.7% | -14.8% | · | · | |
| Net Margin | 2.0% | 4.4% | 2.1% | -7.9% | -18.9% | · | · | |
| Pretax Margin | 4.3% | 6.3% | 4.8% | -7.7% | -20.8% | · | · | |
| EBITDA Margin | 8.1% | 9.6% | 6.2% | -3.8% | -12.1% | · | · | |
| ROA | 3.5% | 7.3% | 3.3% | -11.7% | -31.8% | · | · | |
| ROE | 8.4% | 39.1% | 8.8% | -32.5% | -55.9% | · | · | |
| ROIC | 6.9% | 26.5% | 5.5% | -30.0% | -39.1% | · | · |
Liquidité et Solvabilité 5
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.7 | 1.0 | 1.0 | 1.2 | · | · | |
| Quick Ratio | 0.7 | 0.6 | 0.9 | 0.8 | 1.1 | · | · | |
| Debt / Equity | · | · | · | · | 0.0 | · | · | |
| LT Debt / Equity | · | · | · | · | 0.0 | · | · | |
| Interest Coverage | · | · | 42.7 | · | -3.0 | · | · |
Efficacité 2
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.7 | 1.7 | 1.5 | 1.5 | 1.7 | · | · | |
| Receivables Turnover | 52.0 | 67.3 | 53.0 | 46.1 | 59.9 | · | · |
Taux de croissance 9
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.9% | 3.2% | 6.6% | 7.8% | 22.2% | · | · | |
| Revenue CAGR 3Y | 6.8% | 5.8% | 12.0% | · | · | · | · | |
| Revenue CAGR 5Y | 9.9% | · | · | · | · | · | · | |
| EPS YoY | -50.0% | 128.6% | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | 5.3% | · | · | · | · | |
| EPS CAGR 5Y | 5.9% | · | · | · | · | · | · | |
| Net Income YoY | -48.5% | 114.7% | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | 12.1% | · | · | · | · | |
| Net Income CAGR 5Y | 9.3% | · | · | · | · | · | · |
Valorisation (TTM) 14
| Métrique | Tendance | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $756M | $682M | $661M | $620M | $575M | · | · | |
| Net Income TTM | $15M | $30M | $14M | $-49M | $-109M | · | · | |
| Market Cap | $1.76B | $1.30B | $2.13B | $1.48B | $3.18B | · | · | |
| Enterprise Value | · | · | · | · | $2.94B | · | · | |
| P/E | 124.1 | 46.9 | 161.4 | -31.0 | -24.0 | · | · | |
| P/S | 2.3 | 1.9 | 3.2 | 2.4 | 5.5 | · | · | |
| P/B | 10.3 | 14.0 | 12.6 | 10.4 | 16.1 | · | · | |
| P / Tangible Book | 135.4 | 61.3 | 23.2 | 24.5 | 26.2 | · | · | |
| P / Cash Flow | 9.9 | 9.6 | 17.1 | 20.0 | 58.8 | · | · | |
| P / FCF | 11.9 | 13.0 | 23.0 | 28.5 | 75.1 | · | · | |
| EV / EBITDA | · | · | · | · | -42.4 | · | · | |
| EV / FCF | · | · | · | · | 69.4 | · | · | |
| EV / Revenue | · | · | · | · | 5.1 | · | · | |
| Earnings Yield | 0.81% | 2.1% | 0.62% | -3.2% | -4.2% | · | · |
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 | $205M | $207M | $190M | $190M | $193M | $183M | $162M | $169M | $177M | $174M | $159M | $167M | $169M | $166M | $147M | $155M | |
| Cost of Revenue | $65M | $75M | $62M | $62M | $67M | $67M | $53M | $55M | $64M | $68M | $56M | $59M | $64M | $60M | $47M | $50M | |
| Gross Profit | $140M | $132M | $129M | $128M | $125M | $117M | $108M | $114M | $114M | $106M | $103M | $108M | $105M | $106M | $99M | $105M | |
| Operating Expenses | $129M | $129M | $116M | $121M | $128M | $108M | $95M | $98M | $113M | $101M | $96M | $98M | $100M | $106M | $94M | $115M | |
| Operating Income | $11M | $3M | $13M | $6M | $-3M | $9M | $13M | $16M | $1M | $5M | $7M | $10M | $5M | $-796.0K | $5M | $-10M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $61.0K | · | · | · | $84.0K | · | · | |
| Interest Income | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $2M | $3M | $3M | $3M | $2M | $2M | · | · | |
| Other Non-op | $-3.0K | $81.0K | $290.0K | $-102.0K | $652.0K | $347.0K | $-2M | $2M | $11.0K | $93.0K | $1M | $-882.0K | $624.0K | $694.0K | $2M | $-3M | |
| Pretax Income | $12M | $4M | $14M | $8M | $-544.0K | $11M | $12M | $19M | $3M | $8M | $10M | $12M | $8M | $1M | $5M | $-12M | |
| Income Tax | $7M | $3M | $8M | $4M | $-278.0K | $5M | $-388.0K | $8M | $2M | $3M | $3M | $4M | $6M | $4M | $3M | $-223.0K | |
| Net Income | $5M | $1M | $6M | $5M | $-266.0K | $5M | $13M | $11M | $1M | $5M | $7M | $8M | $1M | $-2M | $2M | $-12M | |
| EPS (Basic) | $0.03 | $0.01 | $0.03 | $0.03 | $0.00 | $0.03 | $0.07 | $0.06 | $0.01 | $0.03 | $0.03 | $0.04 | $0.01 | $-0.01 | $0.00 | $-0.06 | |
| EPS (Diluted) | $0.03 | $0.01 | $0.03 | $0.02 | $0.00 | $0.03 | $0.07 | $0.06 | $0.01 | $0.02 | $0.03 | $0.04 | $0.01 | $-0.01 | $0.00 | $-0.06 | |
| Shares (Basic) | 170,189,000 | 174,866,000 | -358,968,000 | 180,057,000 | 180,880,000 | 176,829,000 | -367,527,000 | 174,862,000 | 184,257,000 | 188,618,000 | -383,202,000 | 191,033,000 | 191,342,000 | 191,293,000 | -395,161,000 | 194,906,000 | |
| Shares (Diluted) | 171,641,000 | 177,013,000 | -363,537,000 | 186,731,000 | 180,880,000 | 180,616,000 | -373,341,000 | 176,353,000 | 186,456,000 | 193,397,000 | -389,158,000 | 197,454,000 | 194,826,000 | 191,293,000 | -395,161,000 | 194,906,000 | |
| EBITDA | $11M | $3M | · | $6M | $-3M | $9M | · | $16M | $1M | $5M | · | $10M | $5M | $-796.0K | · | $-10M |
Bilan 22
| 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 | $167M | $183M | $203M | $237M | $217M | $210M | $142M | $112M | $119M | $228M | $226M | $212M | $239M | $204M | · | $212M | |
| Receivables | $20M | $25M | $21M | $20M | $23M | $18M | $9M | $12M | $15M | $16M | · | $14M | $13M | $16M | · | $14M | |
| Prepaid Expense | $25M | $21M | $18M | $19M | $14M | $20M | $18M | $20M | $22M | $18M | · | $17M | $13M | $20M | · | $17M | |
| Other Current Assets | $1M | $1M | $954.0K | $803.0K | $1M | $2M | $2M | $2M | $997.0K | $3M | · | $2M | $1M | $2M | · | $2M | |
| Current Assets | $212M | $228M | $242M | $276M | $255M | $248M | $191M | $167M | $179M | $284M | · | $267M | $288M | $262M | · | $265M | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | $44M | $39M | $34M | · | $29M | |
| Goodwill | $141M | $141M | $141M | $140M | $140M | $141M | $63M | $63M | $63M | $63M | · | $63M | $63M | $63M | $63M | $63M | |
| Intangibles | $15M | $17M | $18M | $20M | $22M | $24M | $9M | $10M | $11M | $12M | · | $15M | $16M | $18M | · | $14M | |
| Other Non-current Assets | $7M | $7M | $7M | $8M | $8M | $8M | $8M | $8M | $9M | $8M | · | $9M | $9M | $9M | · | $13M | |
| Total Assets | $466M | $492M | $512M | $551M | $543M | $533M | $374M | $349M | $360M | $460M | · | $427M | $449M | $424M | · | $424M | |
| Accounts Payable | $36M | $38M | $27M | $32M | $35M | $35M | $31M | $28M | $34M | $34M | · | $32M | $33M | $26M | · | $26M | |
| Accrued Liabilities | $56M | $57M | $83M | $77M | $74M | $72M | $58M | $57M | $58M | $53M | · | $55M | $52M | $52M | · | $60M | |
| Current Liabilities | $318M | $323M | $319M | $327M | $327M | $322M | $266M | $273M | $283M | $276M | · | $267M | $267M | $261M | · | $256M | |
| Capital Leases | $10M | $10M | $10M | $10M | $10M | $11M | $6M | $6M | $6M | $7M | · | $7M | $8M | $8M | · | $10M | |
| Other Non-current Liabilities | $11M | $11M | $11M | $11M | $12M | $11M | $9M | $9M | $9M | $9M | · | $4M | $4M | $4M | · | $3M | |
| Total Liabilities | $339M | $345M | $340M | $349M | $349M | $345M | $281M | $289M | $299M | $292M | · | $279M | $280M | $274M | · | $270M | |
| Common Stock | $169.0K | $175.0K | $179.0K | $181.0K | $181.0K | $182.0K | $175.0K | $174.0K | $177.0K | $190.0K | · | $187.0K | $191.0K | $190.0K | · | $193.0K | |
| Retained Earnings | $-1.22B | $-1.18B | $-1.13B | $-1.10B | $-1.08B | $-1.06B | $-1.07B | $-1.08B | $-1.07B | $-941M | · | $-941M | $-903M | $-901M | · | $-866M | |
| AOCI | $369.0K | $274.0K | $181.0K | $370.0K | $361.0K | $941.0K | $861.0K | $-971.0K | $678.0K | $528.0K | · | $1M | $330.0K | $866.0K | · | $4M | |
| Stockholders' Equity | $127M | $147M | $172M | $202M | $194M | $187M | $93M | $60M | $61M | $168M | $169M | $147M | $168M | $150M | $142M | $154M | |
| Liabilities + Equity | $466M | $492M | $512M | $551M | $543M | $533M | $374M | $349M | $360M | $460M | · | $427M | $449M | $424M | · | $424M | |
| Shares Outstanding | 167,451,000 | 173,402,000 | 177,624,000 | 179,515,000 | 180,081,000 | 181,177,000 | 173,619,000 | 173,174,000 | 176,108,000 | 188,875,000 | 188,538,000 | 187,776,000 | 191,657,000 | 191,244,000 | 190,822,000 | 193,848,000 |
Flux de trésorerie 11
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $24M | $21M | $25M | $28M | $31M | $30M | $22M | $16M | $19M | $15M | $15M | $16M | $19M | $16M | $16M | $20M | |
| Deferred Tax | $5M | $2M | $1M | $11M | $-8M | $2M | $-4M | $138.0K | $-2M | $1M | $-6M | $3M | $5M | $3M | $2M | $-5M | |
| Operating Cash Flow | $40M | $47M | $34M | $54M | $39M | $51M | $43M | $32M | $27M | $34M | $22M | $27M | $45M | $29M | $22M | $27M | |
| CapEx | $6M | $6M | $6M | $7M | $8M | $9M | $7M | $10M | $10M | $9M | $8M | $8M | $8M | $7M | $6M | $6M | |
| Investing Cash Flow | $-6M | $-6M | $-6M | $-7M | $-6M | $-20M | $-7M | $-10M | $-10M | $-9M | $-8M | $-8M | $-8M | $-7M | $-12M | $-9M | |
| Stock Repurchased | $46M | $43M | $43M | $17M | $20M | $0 | $3M | $26M | $124M | $13M | $0 | $45M | $3M | $7M | · | $23M | |
| Net Stock Activity | · | $-43M | · | · | · | $0 | · | · | · | $-13M | · | · | · | $-7M | · | · | |
| Financing Cash Flow | $-50M | $-61M | $-62M | $-27M | $-26M | $38M | $-6M | $-28M | $-127M | $-22M | $-587.0K | $-46M | $-3M | $-7M | $-33M | $-22M | |
| Net Change in Cash | $-16M | $-20M | $-34M | $20M | $7M | $68M | $30M | $-6M | $-109M | $2M | $14M | $-27M | $35M | $15M | $-23M | $-4M | |
| Free Cash Flow | · | $41M | · | · | · | $41M | · | · | · | $25M | · | · | · | $22M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $25M | · | · | · | · | · | · |
Rentabilité 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 68.2% | 64.0% | · | 67.2% | 65.0% | 63.6% | · | 67.5% | 64.1% | 60.8% | · | 64.6% | 62.3% | 63.6% | · | 67.6% | |
| Operating Margin | 5.2% | 1.3% | · | 3.4% | -1.6% | 4.9% | · | 9.7% | 0.65% | 2.9% | · | 6.1% | 2.8% | -0.48% | · | -6.2% | |
| Net Margin | 2.5% | 0.53% | · | 2.4% | -0.14% | 2.8% | · | 6.6% | 0.74% | 2.7% | · | 4.5% | 0.83% | -1.4% | · | -6.6% | |
| Pretax Margin | 5.9% | 1.8% | · | 4.4% | -0.28% | 5.8% | · | 11.4% | 1.9% | 4.6% | · | 7.2% | 4.5% | 0.89% | · | -7.5% | |
| EBITDA Margin | 5.2% | 1.3% | · | 3.4% | -1.6% | 4.9% | · | 9.7% | 0.65% | 2.9% | · | 6.1% | 2.8% | -0.48% | · | -6.2% | |
| ROA | 1.0% | 0.22% | · | 1.0% | -0.06% | 1.0% | · | 2.9% | 0.33% | 1.1% | · | 1.8% | 0.32% | -0.54% | · | -2.4% | |
| ROE | 3.2% | 0.66% | · | 3.4% | -0.21% | 2.9% | · | 10.7% | 1.1% | 3.0% | · | 5.0% | 0.84% | -1.4% | · | -5.9% | |
| ROIC | 3.6% | 0.54% | · | 1.7% | -0.78% | 2.3% | · | 15.5% | 0.74% | 1.8% | · | 4.4% | 0.52% | 0.85% | · | -5.4% |
Liquidité et Solvabilité 3
| 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 | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.8 | · | 0.6 | 0.6 | 1.0 | · | 1.0 | 1.1 | 1.0 | · | 1.0 | |
| Quick Ratio | 0.6 | 0.6 | · | 0.8 | 0.7 | 0.7 | · | 0.5 | 0.5 | 0.9 | · | 0.8 | 0.9 | 0.8 | · | 0.9 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 82.9 | · | · | · | · | · | · |
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 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | |
| Receivables Turnover | 9.6 | 9.7 | · | 11.9 | 10.0 | 10.9 | · | 13.0 | 12.3 | 11.1 | · | 12.0 | 12.7 | 11.6 | · | 12.3 |
Valorisation (TTM) 10
| 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 | $795M | $773M | · | $734M | $722M | $703M | · | $687M | $688M | $676M | · | $649M | $637M | $630M | · | $621M | |
| Net Income TTM | $11M | $10M | · | $20M | $17M | $22M | · | $25M | $15M | $11M | · | $8M | $-11M | $-25M | · | $-90M | |
| Market Cap | $1.03B | $983M | · | $1.86B | $1.60B | $1.56B | · | $1.10B | $1.48B | $2.52B | · | $2.05B | $2.32B | $1.79B | · | $1.66B | |
| P/E | 102.2 | 94.5 | · | 94.4 | 89.1 | 71.8 | · | 48.8 | 104.9 | 222.3 | · | 218.8 | -241.6 | -78.2 | · | -19.0 | |
| P/S | 1.3 | 1.3 | · | 2.5 | 2.2 | 2.2 | · | 1.6 | 2.1 | 3.7 | · | 3.2 | 3.6 | 2.8 | · | 2.7 | |
| P/B | 8.1 | 6.7 | · | 9.2 | 8.3 | 8.3 | · | 18.3 | 24.3 | 15.0 | · | 13.9 | 13.8 | 12.0 | · | 10.8 | |
| P / Tangible Book | · | · | · | 44.3 | 49.3 | 71.6 | · | · | · | 27.4 | · | 29.8 | 26.1 | 25.9 | · | 21.5 | |
| P / Cash Flow | · | 20.8 | · | · | · | 30.8 | · | · | · | 73.7 | · | · | · | 61.4 | · | · | |
| P / FCF | · | 24.0 | · | · | · | 37.7 | · | · | · | 101.9 | · | · | · | 82.4 | · | · | |
| Earnings Yield | 0.98% | 1.1% | · | 1.1% | 1.1% | 1.4% | · | 2.1% | 0.95% | 0.45% | · | 0.46% | -0.41% | -1.3% | · | -5.2% |
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 | 2022-09-30 | |
|---|---|---|---|---|---|
| Revenu | $756M | $682M | $661M | $620M | — |
| Marge Brute % | 65.9% | 64.8% | 63.8% | 66.0% | — |
| Marge d'exploitation % | 3.3% | 5.2% | 3.2% | -6.7% | — |
| Résultat net | $15M | $30M | $14M | $-49M | — |
| BPA dilué | $0.08 | $0.16 | $0.07 | $-0.25 | — |
Bilan
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| Ratio de liquidité | 0.8 | 0.7 | 1.0 | 1.0 | — |
| Ratio de liquidité réduite | 0.7 | 0.6 | 0.9 | 0.8 | — |
Flux de trésorerie
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $148M | $100M | $93M | $52M | — |
Dernières actualités Actualités récentes mentionnant cette entreprise
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Détenteurs institutionnels (13F) 272 déclarants · $864.7M 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.
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 55 (-8 vs T. préc.) | 37 (-13 vs T. préc.) | 72 (+6 vs T. préc.) | 91 (+8 vs T. préc.) | +23.7M |
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 |
|---|---|---|---|---|
| Francisco Partners Management, LP | $175 475 811 | 28 625 744 | 20,29% | Actions |
| Technology Crossover Management IX, Ltd. | $100 509 399 | 16 396 313 | 11,62% | Actions |
| GPI CAPITAL, L.P. | $85 018 472 | 9 541 916 | 9,83% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $66 297 397 | 10 815 236 | 7,67% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $39 656 705 | 6 469 283 | 4,59% | Actions |
| STATE STREET CORP | $27 906 629 | 4 552 468 | 3,23% | Actions |
| RENAISSANCE TECHNOLOGIES LLC | $24 185 872 | 3 945 493 | 2,80% | Actions |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $18 609 295 | 3 035 774 | 2,15% | Actions |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $17 473 571 | 2 850 501 | 2,02% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $17 212 476 | 2 807 908 | 1,99% | Actions |
| Invenomic Capital Management LP | $16 408 913 | 2 676 821 | 1,90% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $15 952 627 | 2 601 786 | 1,84% | Actions |
| AMERIPRISE FINANCIAL INC | $12 214 368 | 1 992 556 | 1,41% | Actions |
| GOLDMAN SACHS GROUP INC | $11 381 081 | 1 856 620 | 1,32% | Actions |
| UBS Group AG | $10 886 089 | 1 775 871 | 1,26% | Actions |
| CDC Financial, Inc. | $9 816 803 | 1 601 436 | 1,14% | Actions |
| Ararat Capital Management LP | $9 618 307 | 1 569 055 | 1,11% | Actions |
| Boston Partners | $9 424 833 | 1 536 206 | 1,09% | Actions |
| Cubist Systematic Strategies, LLC | $7 852 219 | 756 476 | 0,91% | Actions |
| Tabor Asset Management, LP | $7 352 432 | 1 199 418 | 0,85% | Actions |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7 225 345 | 1 178 686 | 0,84% | Actions |
| Coastal Bridge Advisors, LLC | $6 468 744 | 1 055 260 | 0,75% | Actions |
| PRINCIPAL FINANCIAL GROUP INC | $6 268 949 | 1 022 667 | 0,73% | Actions |
| VICTORY CAPITAL MANAGEMENT INC | $5 659 100 | 923 181 | 0,65% | Actions |
| HILLMAN CO | $5 623 165 | 917 319 | 0,65% | Actions |
| Trexquant Investment LP | $5 529 898 | 902 104 | 0,64% | Actions |
| Hillsdale Investment Management Inc. | $5 261 563 | 858 330 | 0,61% | Actions |
| LAZARD ASSET MANAGEMENT LLC | $5 164 047 | 842 422 | 0,60% | Actions |
| MACKENZIE FINANCIAL CORP | $5 163 354 | 842 309 | 0,60% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $5 093 503 | 830 914 | 0,59% | Actions |
| SEB Asset Management AB | $4 881 726 | 796 368 | 0,56% | Actions |
| NORGES BANK | $4 629 989 | 755 300 | 0,54% | Actions |
| CAPITAL FUND MANAGEMENT S.A. | $4 511 085 | 735 903 | 0,52% | Actions |
| BANK OF AMERICA CORP /DE/ | $4 337 993 | 707 666 | 0,50% | Actions |
| Walleye Capital LLC | $3 479 382 | 567 599 | 0,40% | Actions |
| CITIZENS FINANCIAL GROUP INC/RI | $3 355 967 | 547 466 | 0,39% | Actions |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $3 168 444 | 516 875 | 0,37% | Actions |
| Balyasny Asset Management L.P. | $3 061 408 | 499 414 | 0,35% | Actions |
| Numerai GP LLC | $2 756 385 | 449 655 | 0,32% | Actions |
| Robeco Institutional Asset Management B.V. | $2 722 087 | 444 060 | 0,31% | Actions |
| BNP PARIBAS FINANCIAL MARKETS | $2 397 737 | 391 148 | 0,28% | Actions |
| AMERICAN CENTURY COMPANIES INC | $2 352 093 | 383 702 | 0,27% | Actions |
| Public Sector Pension Investment Board | $2 349 801 | 383 328 | 0,27% | Actions |
| Bank of New York Mellon Corp | $2 275 609 | 371 225 | 0,26% | Actions |
| CenterBook Partners LP | $2 097 790 | 342 217 | 0,24% | Actions |
| WELLS FARGO & COMPANY/MN | $1 826 470 | 297 956 | 0,21% | Actions |
| CDC Financial, Inc. | $1 777 700 | 290 000 | 0,21% | Option d'achat |
| ExodusPoint Capital Management, LP | $1 776 419 | 289 791 | 0,21% | Actions |
| Squarepoint Ops LLC | $1 654 941 | 269 974 | 0,19% | Actions |
| RHUMBLINE ADVISERS | $1 629 980 | 265 905 | 0,19% | Actions |
| Brevan Howard Capital Management LP | $1 585 151 | 258 589 | 0,18% | Actions |
| Empowered Funds, LLC | $1 534 707 | 250 360 | 0,18% | Actions |
| Edgestream Partners, L.P. | $1 490 473 | 243 144 | 0,17% | Actions |
| ROYAL BANK OF CANADA | $1 484 000 | 242 097 | 0,17% | Actions |
| Madison Investment Advisors, LLC | $1 446 696 | 192 636 | 0,17% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 408 061 | 229 700 | 0,16% | Option d'achat |
| Vanguard Global Advisers, LLC | $1 399 822 | 228 356 | 0,16% | Actions |
| ROYCE & ASSOCIATES LP | $1 322 419 | 215 729 | 0,15% | Actions |
| Cresset Asset Management, LLC | $1 319 562 | 215 263 | 0,15% | Actions |
| Swiss National Bank | $1 276 266 | 208 200 | 0,15% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 244 764 | 203 061 | 0,14% | Actions |
| CITADEL ADVISORS LLC | $1 235 710 | 201 584 | 0,14% | Actions |
| Mainstream Capital Management LLC | $1 226 000 | 200 000 | 0,14% | Actions |
| VARCOV Co. | $1 213 568 | 197 972 | 0,14% | Actions |
| Avory & Company, LLC | $1 197 477 | 195 347 | 0,14% | Actions |
| TWO SIGMA ADVISERS, LP | $1 192 593 | 120 100 | 0,14% | Actions |
| DARK FOREST CAPITAL MANAGEMENT LP | $1 164 663 | 189 994 | 0,13% | Actions |
| CITADEL ADVISORS LLC | $1 146 310 | 187 000 | 0,13% | Option d'achat |
| Man Group plc | $1 119 589 | 182 641 | 0,13% | Actions |
| CreativeOne Wealth, LLC | $1 074 951 | 175 359 | 0,12% | Actions |
| Legal & General Group Plc | $1 056 948 | 172 422 | 0,12% | Actions |
| CITIGROUP INC | $1 048 512 | 171 046 | 0,12% | Actions |
| BlackRock, Inc. | $1 013 240 | 165 292 | 0,12% | Actions |
| VANGUARD GROUP INC | $987 092 | 99 405 | 0,11% | Actions |
| Quantinno Capital Management LP | $937 602 | 152 953 | 0,11% | Actions |
| Mariner, LLC | $885 368 | 144 434 | 0,10% | Actions |
| ALLIANCEBERNSTEIN L.P. | $842 108 | 148 520 | 0,10% | Actions |
| Clearline Capital LP | $834 177 | 136 081 | 0,10% | Actions |
| Nebula Research & Development LLC | $800 100 | 89 798 | 0,09% | Actions |
| STRS OHIO | $779 123 | 127 100 | 0,09% | Actions |
| CANADA PENSION PLAN INVESTMENT BOARD | $760 120 | 124 000 | 0,09% | Actions |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $758 894 | 123 800 | 0,09% | Actions |
| PRUDENTIAL FINANCIAL INC | $711 632 | 116 090 | 0,08% | Actions |
| HAWK RIDGE CAPITAL MANAGEMENT LP | $709 419 | 115 729 | 0,08% | Actions |
| Mitsubishi UFJ Trust & Banking Corp | $708 266 | 115 541 | 0,08% | Actions |
| XTX Topco Ltd | $692 715 | 113 004 | 0,08% | Actions |
| Freestone Grove Partners LP | $680 197 | 110 962 | 0,08% | Actions |
| Campbell & CO Investment Adviser LLC | $622 642 | 101 573 | 0,07% | Actions |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $622 413 | 109 773 | 0,07% | Actions |
| MARSHALL WACE, LLP | $607 568 | 99 114 | 0,07% | Actions |
| HSBC HOLDINGS PLC | $593 689 | 97 566 | 0,07% | Actions |
| Kazazian Asset Management, LLC | $551 700 | 90 000 | 0,06% | Actions |
| Qube Research & Technologies Ltd | $542 861 | 88 558 | 0,06% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $532 933 | 73 508 | 0,06% | Actions |
| TWO SIGMA INVESTMENTS, LP | $531 471 | 86 700 | 0,06% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $517 538 | 84 427 | 0,06% | Actions |
| State of Tennessee, Department of Treasury | $516 422 | 84 245 | 0,06% | Actions |
| Accurate Wealth Management, LLC | $508 704 | 70 166 | 0,06% | Actions |
| Jump Financial, LLC | $498 982 | 81 400 | 0,06% | Actions |
| WOLVERINE TRADING, LLC | $493 169 | 45 100 | 0,06% | Option d'achat |
Initiés de la société 13 initiés · 4 dirigeants · 6 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jeffrey M Stibel | Chief Executive Officer | 15 août 2026 F | 2 736 967 | 1 | 0 | $768 750 |
| Noel Bertram Watson | Chief Operating Officer & CFO | 15 août 2026 F | 1 907 801 | 0 | 3 | $-664 611 |
| Nicole Miller | CHIEF LEGAL OFFICER | 18 août 2026 S | 943 453 | 0 | 3 | $-699 053 |
| Charles C. Thomas | Chief Accounting Officer | 15 août 2026 F | 148 303 | 0 | 0 | $0 |
| Nathan Gooden | Administrateur | 3 juin 2026 A | 112 736 | 0 | 0 | $0 |
| Elizabeth Hamren | Administrateur | 3 juin 2026 A | 125 665 | 0 | 0 | $0 |
| Sivan Whiteley | Administrateur | 3 juin 2026 A | 131 965 | 0 | 0 | $0 |
| John Francis Murphy | Administrateur | 3 juin 2026 A | 113 835 | 0 | 0 | $0 |
| Dipan Patel | Administrateur | 13 novembre 2023 S | 0 | 0 | 0 | $0 |
| Shrisha Radhakrishna | — | 15 août 2024 F | 1 100 200 | 0 | 0 | $0 |
| Daniel A Wernikoff | — | 15 mai 2024 F | 1 119 993 | 0 | 0 | $0 |
| Richard Preece | — | 15 mars 2024 S | 498 519 | 0 | 0 | $0 |
| Brian Ruder | — | 2 juillet 2021 C | 38 012 988 | 0 | 0 | $0 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Détention d'ETF Détenu par 61 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 |
|---|---|---|---|---|
| RNIN · EA Series Trust | 1,24% | 294 022 NS | 30 avril 2026 | N-PORT |
| SCOW · Pacer Funds Trust | 0,41% | 991 NS | 30 avril 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0,38% | 13 352 NS | 30 avril 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 0,19% | 64 947 SH | 8 août 2026 | Quotidien |
| CALF · Pacer Funds Trust | 0,17% | 904 239 NS | 30 avril 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,14% | 33 789 NS | 30 avril 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,12% | 186 949 NS | 31 mai 2026 | N-PORT |
| ESSC · Strategy Shares | 0,11% | 4 272 NS | 30 avril 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,09% | 130 435 SH | 8 août 2026 | Quotidien |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,06% | 103 588 SH | 8 août 2026 | Quotidien |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 248 561 NS | 31 mai 2026 | N-PORT |
| IJT · iShares Trust | 0,06% | 808 545 SH | 8 août 2026 | Quotidien |
| SMLF · iShares Trust | 0,05% | 405 186 SH | 8 août 2026 | Quotidien |
| VFQY · VANGUARD WELLINGTON FUND | 0,05% | 35 582 SH | 8 août 2026 | Quotidien |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,05% | 170 923 SH | 8 août 2026 | Quotidien |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,04% | 19 708 SH | 8 août 2026 | Quotidien |
| IWO · iShares Trust | 0,04% | 1 103 393 SH | 8 août 2026 | Quotidien |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,04% | 388 952 SH | 8 août 2026 | Quotidien |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,04% | 127 123 SH | 8 août 2026 | Quotidien |
| XJR · iShares Trust | 0,04% | 13 294 SH | 8 août 2026 | Quotidien |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 44 016 NS | 30 avril 2026 | N-PORT |
| IJR · iShares Trust | 0,03% | 6 807 823 SH | 8 août 2026 | Quotidien |
| SAA · ProShares Trust | 0,03% | 1 378 NS | 31 mai 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,03% | 2 032 202 SH | 8 août 2026 | Quotidien |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 145 396 SH | 8 août 2026 | Quotidien |
| DFAS · Dimensional ETF Trust | 0,03% | 569 599 NS | 30 avril 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 54 063 NS | 30 avril 2026 | N-PORT |
| IWM · iShares Trust | 0,02% | 3 098 886 SH | 8 août 2026 | Quotidien |
| VFMF · VANGUARD WELLINGTON FUND | 0,02% | 23 972 SH | 8 août 2026 | Quotidien |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,02% | 52 084 SH | 8 août 2026 | Quotidien |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 692 951 SH | 8 août 2026 | Quotidien |
| ITWO · ProShares Trust | 0,02% | 5 870 NS | 31 mai 2026 | N-PORT |
| ISCG · iShares Trust | 0,02% | 33 651 SH | 8 août 2026 | Quotidien |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 546 759 NS | 31 mai 2026 | N-PORT |
| IJS · iShares Trust | 0,01% | 213 598 SH | 8 août 2026 | Quotidien |
| UWM · ProShares Trust | 0,01% | 4 591 NS | 31 mai 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,01% | 34 764 NS | 30 avril 2026 | N-PORT |
| ISCB · iShares Trust | 0,01% | 5 236 SH | 8 août 2026 | Quotidien |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 1 286 487 SH | 8 août 2026 | Quotidien |
| VB · VANGUARD INDEX FUNDS | 0,01% | 3 533 568 SH | 8 août 2026 | Quotidien |
| VIS · VANGUARD WORLD FUND | 0,01% | 126 158 SH | 8 août 2026 | Quotidien |
| URTY · ProShares Trust | 0,01% | 4 648 NS | 31 mai 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 4 394 NS | 30 avril 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 6 389 SH | 8 août 2026 | Quotidien |
| DFSU · Dimensional ETF Trust | 0,01% | 16 069 NS | 30 avril 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 4 890 NS | 31 mai 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 117 NS | 31 mai 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 185 829 NS | 30 avril 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 54 904 NS | 31 mai 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 22 489 NS | 30 avril 2026 | N-PORT |