FIVE Five Below, Inc. - Common Stock

NASDAQ · Retail · Lihat di SEC EDGAR ↗
$243,24
Harga · Agu 19, 2026
Fundamental per Jun 4, 2026

Tentang Five Below, Inc. - Common Stock Tinjauan perusahaan dari Wikipedia

Five Below, Inc. is an American chain of specialty discount gift shops that prices most of its products at up to $5, plus a smaller assortment of products priced up to $40. Founded in 2002 by Tom Vellios and David Schlessinger and headquartered in Philadelphia, Pennsylvania, the chain is aimed at tweens and teens. By 2014, there were more than 1,850 stores located across the United States.

Baca selengkapnya

Five Below, Inc. (stylized as fiVe BEL°W) is an American chain of specialty discount gift shops that prices most of its products at up to $5, plus a smaller assortment of products priced up to $40. Founded in 2002 by Tom Vellios and David Schlessinger and headquartered in Philadelphia, Pennsylvania, the chain is aimed at tweens and teens. By 2014, there were more than 1,850 stores located across the United States.

History

David Schlessinger, founder of Encore Books and Zany Brainy, and Tom Vellios, former CEO of Zany Brainy, founded Five Below on October 4, 2002 in Wayne, Pennsylvania.

On March 18, 2020, Five Below announced the temporary closing all of its stores due to the COVID-19 outbreak. However, by June 6, 2020, 100% of Five Below stores across the United States reopened with plans for new stores to open up. This may account for an increase in foot traffic in 2022-2023, as reported by Unacast, a company that provides location insights. According to Unacast, Five Below experienced "a remarkable 63% year-over-year increase in foot traffic" between Q2 2022 to Q2 2023.

Growth and expansion

By 2026, Five Below operated 1,970 locations in 46 states.. It began its outward expansion away from the Philadelphia Metro area by entering additional out-of-state markets: Illinois and Michigan in 2011; Georgia, Kansas, Missouri, and Western Michigan in 2012; Texas in 2013; Tennessee in 2014; Alabama, Florida, and Kentucky in 2015; Louisiana, Minnesota, Oklahoma, West Virginia, and Wisconsin in 2016; California in 2017; and Arkansas in 2018. Five Below in 2019 publicly stated that they could build as many as 2,500 U.S. stores in the future. Arizona, Iowa, and Nebraska were introduced that year. Colorado and Nevada were added in 2020; New Mexico and Utah in 2021. Both Dakotas had opened new stores in 2022. Vermont joined in the next year. Wyoming was added in 2024. 2025 saw the first stores in Oregon & Washington open. Idaho and Montana, the two remaining continental states, will open later.

In September 2014, the company announced a new lease agreement to move its New Castle, Delaware, distribution center to Oldmans Township, New Jersey. The new center would add 275 jobs to the local economy while Delaware would lose 175.

On July 19, 2012, Five Below went public on the NASDAQ at the share price of $17. In 2014, Joel Anderson was appointed CEO. 2016 sales were $1 billion, 2017 sales were $1.3 billion, and 2022 sales reached $3.08 billion.

In 2018, Five Below moved its corporate headquarters, now called WowTown, to the Lit Brothers Building in the Market East section of Philadelphia, and has rights to more than 200,000 square feet. WowTown has over 300 employees.

On July 16, 2024, Five Below announced Joel Anderson had resigned from his roles as president and CEO to pursue other interests.

Following his departure, Five Below's shares fell by 25%. On the same day Petco named him as their new CEO.

In July 2024, Chief Operating Officer, Kenneth Bull, was appointed interim president and CEO of Five Below before being replaced by former Forever 21 CEO, Winnie Park, in December 2024. Park is a Princeton University graduate with an MBA from Northwestern University. Prior to joining Five Below, she had been the CEO of Forever 21 since January 2022. She also served as the CEO of Paper Source.

Store format

The average Five Below store size is 8,000 square feet (740 m2). The store carries a wide variety of merchandise at varying low costs.

Philanthropy

In 2006, Five Below partnered with Alex's Lemonade Stand Foundation to sell lemonade bracelets, gift cards and pin-ups to raise money for childhood cancer cure research. Since the initial partnership, Five Below raised $12.8 million for the organization.

In 2008, Five Below partnered with St. Jude Children's Research Hospital in the hospital's annual Halloween Promotion. The companies have since partnered to raise more than $13.7 million for St. Jude through fundraising campaigns.

After Hurricane Sandy in October 2012, Five Below partnered with the American Red Cross and collected over $50,000 through a $1 donation at the register program. The company then doubled all donations resulting in a donation in the total of $100,000.

In 2018, Five Below became an official Toys for Tots sponsor.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

FIVE Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$243.24
Kapitalisasi Pasar
$13.43B
P/E (TTM)
37.6
EPS (TTM)
$6.47
Pendapatan (TTM)
$4.76B
Imbal Hasil Dividen
ROE
17.5%
D/E Utang/Ekuitas
Rentang 52M
$136 – $252

FIVE Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih $4.76B
3-point trend, +33.8%
2024-02-03 2026-01-31
EPS $6.47
3-point trend, +19.6%
2024-02-03 2026-01-31
Arus Kas Bebas $412M
3-point trend, +150.2%
2024-02-03 2026-01-31
Margin 7.5%

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
FIVE
Median Rekan
P/E (TTM)
3-point trend, -12.2%
37.6
21.3
P/S (TTM)
3-point trend, -21.5%
2.8
0.8
P/B
3-point trend, -24.1%
6.1
6.1
Price / FCF (Harga / FCF)
3-point trend, -58.0%
32.6

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
FIVE
Median Rekan
Operating Margin (Margin Operasi)
3-point trend, -11.4%
9.6%
Net Profit Margin (Margin Laba Bersih)
3-point trend, -11.0%
7.5%
5.6%
ROA
3-point trend, -3.4%
7.7%
7.0%
ROE
3-point trend, -14.0%
17.5%
22.0%
ROIC
3-point trend, -14.7%
15.6%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
FIVE
Median Rekan
Current Ratio (Rasio Lancar)
3-point trend, +19.5%
2.0
1.8
Quick Ratio (Rasio Cepat)
3-point trend, -44.2%
0.2

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
FIVE
Median Rekan
Revenue YoY (Pendapatan YoY)
3-point trend, +33.8%
22.9%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
3-point trend, +33.8%
15.7%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
3-point trend, +33.8%
19.4%
EPS YoY
3-point trend, +19.6%
40.6%
Net Income YoY (Laba Bersih YoY)
3-point trend, +19.1%
41.4%

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
FIVE
Median Rekan
EPS (Diluted)
3-point trend, +19.6%
$6.47

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
FIVE
Median Rekan

FIVE Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

BELI 33 analis
  • Beli Kuat 8 24,2%
  • Beli 15 45,5%
  • Tahan 10 30,3%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

21 analis · 2026-08-14
Target median $260.00 +6,9%
Target rata-rata $262.38 +7,9%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
0.22%
Laporan Berikutnya
Agu 25, 2026
Periode EPS Aktual EPS Estimasi Kejutan
31 Maret 2027 $2.22 $1.79
30 Juni 2026 $2.22 $1.79 0.43%
31 Maret 2026 $4.31 $4.08 0.23%
31 Des. 2025 $0.68 $0.25 0.43%
30 Sep. 2025 $0.81 $0.63 0.18%
30 Juni 2025 $0.86 $0.83 0.03%
31 Maret 2025 $3.48 $3.44 0.04%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
FIVE $10.50B 29.4 22.9% 7.5% 17.5%
ULTA $27.83B 24.6 9.7% 9.3% 42.7% 39.1%
TSCO $27.08B 24.9 4.3% 7.1% 43.2% 36.4%
DKS 20.3 28.1% 4.9% 19.1% 32.9%
CHWY $12.08B 56.0 6.2% 1.8% 50.2% 29.8%
BBWI $4.38B 7.0 -0.22% 8.9% -48.7% 43.7%
WRBY 2179.0 13.0% 0.19% 0.45% 54.0%
ASO $3.65B 10.1 2.0% 6.2% 17.7% 34.8%
SBH $1.59B 8.6 -0.42% 5.3% 26.2% 51.6%
EYE $2.06B 70.1 9.0% 1.5% 3.4%
WINA $1.47B 36.3 5.9% 48.4% -92.0%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 12
Data Laporan Laba Rugi Tahunan untuk FIVE
Metrik Tren 20262025202420232022202120202019
Revenue 3-point trend, +33.8% $4.76B $3.88B $3.56B · · · · ·
Cost of Revenue 3-point trend, +33.4% $3.05B $2.52B $2.29B · · · · ·
SG&A Expense 3-point trend, +40.6% $1.07B $861M $758M · · · · ·
Operating Income 3-point trend, +18.6% $457M $324M $386M · · · · ·
Pretax Income 3-point trend, +19.8% $480M $339M $401M · · · · ·
Income Tax 3-point trend, +21.7% $122M $85M $100M · · · · ·
Net Income 3-point trend, +19.1% $359M $254M $301M · · · · ·
EPS (Basic) 3-point trend, +19.9% $6.51 $4.61 $5.43 · · · · ·
EPS (Diluted) 3-point trend, +19.6% $6.47 $4.60 $5.41 · · · · ·
Shares (Basic) 3-point trend, -0.7% 55,112,281 55,055,064 55,487,252 · · · · ·
Shares (Diluted) 3-point trend, -0.3% 55,436,972 55,156,342 55,621,619 · · · · ·
EBITDA 3-point trend, +25.8% $650M $491M $516M · · · · ·
Neraca 23
Data Neraca Tahunan untuk FIVE
Metrik Tren 20262025202420232022202120202019
Cash & Equivalents 7-point trend, +937.4% $724M $332M $180M $335M $121M $84M $70M ·
Short-term Investments 7-point trend, +201.2% $209M $197M $280M $88M $189M $299M $69M ·
Inventory 7-point trend, +130.4% $847M $660M $585M $534M $504M $327M $368M ·
Prepaid Expense 8-point trend, +170.6% $133M $158M $154M $117M $87M $55M $55M $49M
Other Current Assets 7-point trend, +139.7% $97M $121M $124M $86M $58M $34M $40M ·
Current Assets 8-point trend, +203.7% $1.92B $1.35B $1.20B $1.08B $906M $768M $573M $631M
PP&E (Net) 7-point trend, +159.5% $1.23B $1.26B $1.13B $944M $800M $625M $476M ·
PP&E (Gross) 3-point trend, +25.4% $2.16B $2.01B $1.72B · · · · ·
Accum. Depreciation 7-point trend, +298.3% $921M $750M $584M $483M $387M $297M $231M ·
Other Non-current Assets 7-point trend, +63.9% $20M $20M $17M $16M $13M $19M $12M ·
Total Assets 8-point trend, +214.4% $4.94B $4.34B $3.87B $3.38B $2.96B $2.44B $1.93B $1.57B
Accounts Payable 7-point trend, +168.0% $368M $260M $256M $234M $230M $169M $137M ·
Accrued Liabilities 8-point trend, +66.7% $160M $149M $147M $135M $141M $114M $85M $96M
Current Liabilities 8-point trend, +289.3% $954M $756M $716M $619M $594M $466M $364M $245M
Capital Leases 8-point trend, +143.8% $1.73B $1.71B $1.50B $1.31B $1.21B $1.01B $877M $710M
Deferred Tax 7-point trend, +50015000.00 $50M $60M $67M $60M $38M $32M $0 ·
Other Non-current Liabilities 3-point trend, +27.0% $9M $8M $7M · · · · ·
Total Liabilities 8-point trend, +187.3% $2.74B $2.53B $2.29B $1.99B $1.85B $1.51B $1.24B $955M
Common Stock 7-point trend, -1.3% $551.0K $549.0K $551.0K $556.0K $555.0K $560.0K $558.0K ·
Retained Earnings 7-point trend, +421.3% $2.01B $1.66B $1.40B $1.14B $872M $610M $386M ·
Stockholders' Equity 8-point trend, +256.6% $2.19B $1.81B $1.58B $1.39B $1.11B $931M $690M $615M
Liabilities + Equity 8-point trend, +214.4% $4.94B $4.34B $3.87B $3.38B $2.96B $2.44B $1.93B $1.57B
Shares Outstanding 7-point trend, -0.9% 55,228,735 55,028,682 55,197,875 55,665,239 55,491,361 55,994,069 55,735,417 ·
Arus Kas 12
Data Arus Kas Tahunan untuk FIVE
Metrik Tren 20262025202420232022202120202019
D&A 3-point trend, +46.9% $192M $167M $131M · · · · ·
Stock-based Comp 3-point trend, +94.2% $35M $16M $18M · · · · ·
Deferred Tax 3-point trend, -230.1% $-10M $-7M $8M · · · · ·
Other Non-cash 3-point trend, -74.3% $11M $853.0K $42M · · · · ·
Operating Cash Flow 3-point trend, +17.4% $586M $431M $500M · · · · ·
CapEx 3-point trend, -47.8% $175M $324M $335M · · · · ·
Investing Cash Flow 3-point trend, +66.5% $-186M $-233M $-556M · · · · ·
Stock Repurchased 3-point trend, -100.0% $0 $40M $81M · · · · ·
Net Stock Activity 3-point trend, +100.0% $0 $-40M $-81M · · · · ·
Financing Cash Flow 3-point trend, +91.4% $-8M $-46M $-96M · · · · ·
Net Change in Cash 3-point trend, +356.9% $392M $152M $-153M · · · · ·
Free Cash Flow 3-point trend, +150.2% $412M $107M $165M · · · · ·
Profitabilitas 7
Data Profitabilitas Tahunan untuk FIVE
Metrik Tren 20262025202420232022202120202019
Operating Margin 3-point trend, -11.4% 9.6% 8.3% 10.8% · · · · ·
Net Margin 3-point trend, -11.0% 7.5% 6.5% 8.5% · · · · ·
Pretax Margin 3-point trend, -10.6% 10.1% 8.7% 11.3% · · · · ·
EBITDA Margin 3-point trend, -6.1% 13.6% 12.7% 14.5% · · · · ·
ROA 3-point trend, -3.4% 7.7% 5.9% 8.0% · · · · ·
ROE 3-point trend, -14.0% 17.5% 14.8% 20.3% · · · · ·
ROIC 3-point trend, -14.7% 15.6% 13.4% 18.3% · · · · ·
Likuiditas & Solvabilitas 2
Data Likuiditas & Solvabilitas Tahunan untuk FIVE
Metrik Tren 20262025202420232022202120202019
Current Ratio 3-point trend, +19.5% 2.0 1.8 1.7 · · · · ·
Quick Ratio 3-point trend, -44.2% 0.2 0.3 0.4 · · · · ·
Efisiensi 2
Data Efisiensi Tahunan untuk FIVE
Metrik Tren 20262025202420232022202120202019
Asset Turnover 3-point trend, +8.6% 1.0 0.9 0.9 · · · · ·
Inventory Turnover 3-point trend, +19.4% 4.0 3.4 3.4 · · · · ·
Per Saham 4
Data Per Saham Tahunan untuk FIVE
Metrik Tren 20262025202420232022202120202019
Book Value / Share 3-point trend, +38.3% $39.71 $32.86 $28.71 · · · · ·
Revenue / Share 3-point trend, +34.3% $85.94 $70.28 $63.99 · · · · ·
Cash Flow / Share 3-point trend, +17.8% $10.58 $7.81 $8.98 · · · · ·
EPS (TTM) 3-point trend, +19.6% $6.47 $4.60 $5.41 · · · · ·
Tingkat Pertumbuhan 9
Data Tingkat Pertumbuhan Tahunan untuk FIVE
Metrik Tren 20262025202420232022202120202019
Revenue YoY 3-point trend, +45.9% 22.9% 8.9% 15.7% · · · · ·
Revenue CAGR 3Y 3-point trend, -28.5% 15.7% 10.8% 22.0% · · · · ·
Revenue CAGR 5Y 19.4% · · · · · · ·
EPS YoY 3-point trend, +164.8% 40.6% -15.0% 15.3% · · · · ·
EPS CAGR 3Y 3-point trend, -67.6% 11.3% -2.4% 35.0% · · · · ·
EPS CAGR 5Y 24.1% · · · · · · ·
Net Income YoY 3-point trend, +173.7% 41.4% -15.8% 15.1% · · · · ·
Net Income CAGR 3Y 3-point trend, -68.0% 11.1% -3.1% 34.6% · · · · ·
Net Income CAGR 5Y 23.8% · · · · · · ·
Valuasi (TTM) 10
Data Valuasi (TTM) Tahunan untuk FIVE
Metrik Tren 20262025202420232022202120202019
Revenue TTM 3-point trend, +33.8% $4.76B $3.88B $3.56B · · · · ·
Net Income TTM 3-point trend, +19.1% $359M $254M $301M · · · · ·
Market Cap 3-point trend, +5.0% $10.50B $5.16B $10.00B · · · · ·
P/E 3-point trend, -12.2% 29.4 20.4 33.5 · · · · ·
P/S 3-point trend, -21.5% 2.2 1.3 2.8 · · · · ·
P/B 3-point trend, -24.1% 4.8 2.9 6.3 · · · · ·
P / Tangible Book 3-point trend, -24.1% 4.8 2.9 6.3 · · · · ·
P / Cash Flow 3-point trend, -10.5% 17.9 12.0 20.0 · · · · ·
P / FCF 3-point trend, -58.0% 25.5 48.4 60.7 · · · · ·
Earnings Yield 3-point trend, +13.7% 3.4% 4.9% 3.0% · · · · ·

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2026-01-312025-05-032025-02-012024-11-022024-08-03
Pendapatan $4.76B$3.88B
Margin Operasi % 9.6%8.3%
Laba Bersih $359M$254M
EPS Dilusian $6.47$4.60
Neraca
2026-01-312025-05-032025-02-012024-11-022024-08-03
Rasio Lancar 2.01.8
Rasio Cepat 0.20.3
Arus Kas
2026-01-312025-05-032025-02-012024-11-022024-08-03
Arus Kas Bebas $412M$107M

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Pemilik institusional (13F) 673 pengaju · $7.1B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
106 (-60 vs Kuartal sebelumnya) 104 (+44 vs Kuartal sebelumnya) 190 (-38 vs Kuartal sebelumnya) 245 (+58 vs Kuartal sebelumnya) +3.9M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
VANGUARD CAPITAL MANAGEMENT LLC $448.689.857 2.495.633 6,32% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $427.252.596 2.376.398 6,02% Saham
STATE STREET CORP $309.999.132 1.724.229 4,37% Saham
TWO SIGMA INVESTMENTS, LP $288.679.454 1.605.648 4,07% Saham
WELLINGTON MANAGEMENT GROUP LLP $207.976.218 1.156.773 2,93% Saham
AMERICAN CENTURY COMPANIES INC $204.833.957 1.139.293 2,89% Saham
GEODE CAPITAL MANAGEMENT, LLC $199.665.208 1.106.688 2,81% Saham
SRS Investment Management, LLC $198.687.547 1.105.109 2,80% Saham
Qube Research & Technologies Ltd $188.601.508 1.049.010 2,66% Saham
WASATCH ADVISORS LP $186.983.919 818.382 2,63% Saham
DIMENSIONAL FUND ADVISORS LP $151.370.650 841.930 2,13% Saham
Balyasny Asset Management L.P. $135.429.155 753.263 1,91% Saham
NORGES BANK $127.791.855 710.784 1,80% Saham
FMR LLC $121.405.894 675.265 1,71% Saham
D. E. Shaw & Co., Inc. $114.573.874 637.265 1,61% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $114.517.960 636.954 1,61% Saham
Capital World Investors $112.249.010 624.334 1,58% Saham
Giverny Capital Inc. $107.536.354 598.122 1,52% Saham
Stephens Investment Management Group LLC $103.590.683 576.176 1,46% Saham
MILLENNIUM MANAGEMENT LLC $100.793.510 560.618 1,42% Saham
Alyeska Investment Group, L.P. $96.463.088 536.532 1,36% Saham
TWO SIGMA ADVISERS, LP $95.780.872 508.499 1,35% Saham
Quantinno Capital Management LP $95.557.524 531.495 1,35% Saham
FULLER & THALER ASSET MANAGEMENT, INC. $88.939.007 494.683 1,25% Saham
RIVERBRIDGE PARTNERS LLC $77.128.747 428.994 1,09% Saham
JENNISON ASSOCIATES LLC $76.813.307 427.239 1,08% Saham
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $72.552.996 403.543 1,02% Saham
Hook Mill Capital Partners, LP $71.694.858 398.770 1,01% Saham
RENAISSANCE TECHNOLOGIES LLC $65.857.077 366.300 0,93% Saham
VANGUARD FIDUCIARY TRUST CO $63.405.640 352.665 0,89% Saham
VANGUARD GROUP INC $63.145.430 335.238 0,89% Saham
BANK OF MONTREAL /CAN/ $58.922.756 327.731 0,83% Saham
AMERIPRISE FINANCIAL INC $58.222.654 323.837 0,82% Saham
Freestone Grove Partners LP $52.567.719 292.384 0,74% Saham
Squarepoint Ops LLC $52.550.639 292.289 0,74% Saham
Point72 Asset Management, L.P. $52.244.996 290.589 0,74% Saham
Hood River Capital Management LLC $51.258.489 285.102 0,72% Saham
Amundi $49.857.745 277.311 0,70% Saham
MARSHALL WACE, LLP $49.524.954 275.460 0,70% Saham
BNP PARIBAS FINANCIAL MARKETS $48.091.128 267.485 0,68% Saham
GOLDMAN SACHS GROUP INC $42.630.442 237.112 0,60% Saham
Woodline Partners LP $42.491.389 236.339 0,60% Saham
JACOBS LEVY EQUITY MANAGEMENT, INC $40.681.802 226.274 0,57% Saham
CANADA PENSION PLAN INVESTMENT BOARD $39.212.199 218.100 0,55% Saham
Walleye Capital LLC $38.184.160 212.382 0,54% Saham
Interval Partners, LP $38.164.563 212.273 0,54% Saham
Pacifica Capital Investments, LLC $36.968.779 205.622 0,52% Saham
Trexquant Investment LP $35.087.816 195.160 0,49% Saham
CITADEL ADVISORS LLC $32.121.821 178.663 0,45% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $30.366.531 168.900 0,43% Opsi jual
Schonfeld Strategic Advisors LLC $29.140.002 162.078 0,41% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $26.950.521 149.900 0,38% Opsi beli
Gotham Asset Management, LLC $26.354.697 146.586 0,37% Saham
BARCLAYS PLC $25.638.593 142.603 0,36% Saham
RHUMBLINE ADVISERS $25.502.789 141.848 0,36% Saham
Varenne Capital Partners $25.305.158 140.847 0,36% Saham
COUNTRY TRUST BANK $24.622.960 136.954 0,35% Saham
CITADEL ADVISORS LLC $23.876.112 132.800 0,34% Opsi beli
Bridgewater Associates, LP $23.308.335 129.642 0,33% Saham
ING GROEP NV $22.905.246 127.400 0,32% Saham
PRUDENTIAL FINANCIAL INC $22.895.897 127.348 0,32% Saham
CAPITOLIS LIQUID GLOBAL MARKETS LLC $21.934.380 122.000 0,31% Saham
California Public Employees Retirement System $21.365.524 118.836 0,30% Saham
Verition Fund Management LLC $21.293.968 118.438 0,30% Saham
BOOTHBAY FUND MANAGEMENT, LLC $21.099.076 117.354 0,30% Saham
IEQ CAPITAL, LLC $20.813.023 115.763 0,29% Saham
Swiss National Bank $19.931.340 110.859 0,28% Saham
BANK OF AMERICA CORP /DE/ $19.665.790 109.382 0,28% Saham
TUDOR INVESTMENT CORP ET AL $19.616.707 109.109 0,28% Saham
Man Group plc $19.503.799 108.481 0,27% Saham
Susquehanna Portfolio Strategies, LLC $19.257.487 107.111 0,27% Saham
SEMPER AUGUSTUS INVESTMENTS GROUP LLC $18.996.072 105.657 0,27% Saham
BlackRock, Inc. $18.615.097 103.538 0,26% Saham
DISCOVERY CAPITAL MANAGEMENT, LLC / CT $18.464.433 102.700 0,26% Saham
Tabor Asset Management, LP $17.139.560 95.331 0,24% Saham
WOLVERINE TRADING, LLC $17.054.136 109.800 0,24% Opsi beli
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $16.522.701 91.900 0,23% Saham
FIRST TRUST ADVISORS LP $16.458.996 91.546 0,23% Saham
ALLIANCEBERNSTEIN L.P. $15.517.905 67.918 0,22% Saham
PANAGORA ASSET MANAGEMENT INC $15.512.641 86.282 0,22% Saham
ENVESTNET ASSET MANAGEMENT INC $15.080.067 83.878 0,21% Saham
Corient Private Wealth LP $14.971.617 83.273 0,21% Saham
Engineers Gate Manager LP $14.899.377 82.871 0,21% Saham
JANE STREET GROUP, LLC $14.814.696 82.400 0,21% Opsi jual
Beck Bode, LLC $14.717.136 81.857 0,21% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $14.578.395 63.806 0,21% Saham
Cubist Systematic Strategies, LLC $14.553.507 94.076 0,21% Saham
CWM, LLC $14.307.428 62.620 0,20% Saham
Driehaus Capital Management LLC $13.556.705 75.403 0,19% Saham
RAYMOND JAMES FINANCIAL INC $13.306.977 74.014 0,19% Saham
Cinctive Capital Management LP $13.235.421 73.616 0,19% Saham
Fund 1 Investments, LLC $13.056.530 72.621 0,18% Saham
MARSICO CAPITAL MANAGEMENT LLC $13.048.799 72.578 0,18% Saham
Nearwater Capital Markets, Ltd $11.686.350 65.000 0,16% Saham
Connor, Clark & Lunn Investment Management Ltd. $11.519.685 64.073 0,16% Saham
PICTON MAHONEY ASSET MANAGEMENT $11.267.982 62.673 0,16% Saham
CAPITAL FUND MANAGEMENT S.A. $11.157.228 62.057 0,16% Saham
VICTORY CAPITAL MANAGEMENT INC $10.729.148 59.676 0,15% Saham
COOKSON PEIRCE & CO INC $10.694.089 59.481 0,15% Saham
Retirement Systems of Alabama $10.282.190 57.190 0,14% Saham

Orang dalam perusahaan 54 orang dalam · 21 pejabat · 17 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Winifred Park President and CEO 20 Maret 2026 F 35.385 0 0 $0
Joel D Anderson President & CEO 10 Juni 2024 A 77.748 0 0 $0
Daniel Sullivan Chief Financial Officer 19 Maret 2026 A 16.075 0 0 $0
Kristy Chipman CFO & Treasurer 20 Maret 2025 A 26.205 0 0 $0
Kenneth R Bull COO 1 Agu 2026 F 85.574 0 20 $-8.135.893
David A. Johnston Chief Operating Officer 4 Juni 2013 A 29.412 0 0 $0
Graham Poliner CSBIAO 1 Agu 2026 F 15.534 0 0 $0
Amit Jhunjhunwala Chief Information Officer 1 Agu 2026 F 20.261 0 0 $0
Maureen Marie Gellerman CHRO 1 Agu 2026 F 10.581 0 1 $-94.863
Eric M Specter CAO 1 Agu 2026 F 40.982 0 3 $-1.709.830
Rodney Lastinger Chief Retail Officer 22 Juni 2026 A 3.618 0 0 $0
Christos George Yatrakis Chief Legal Officer 15 Juni 2026 A 1.031 0 0 $0
Jacob Kimball Hawkins CMOO 20 Maret 2026 F 4.546 0 0 $0
Michelle Lee Israel Chief Merchandising Officer 19 Maret 2026 A 1.763 0 0 $0
George Hill Chief Retail Officer 23 Jan. 2026 F 31.582 0 4 $-1.591.000
Ronald James Masciantonio EVP, General Counsel 16 Sep. 2025 A 10.016 0 1 $-119.763
Thomas Vellios Executive Chairman 5 Mei 2025 A 396.088 0 0 $0
Michael Romanko CMO 1 Agu 2024 A 32.412 0 0 $0
Judith L. Werthauser Chief Experience Officer 30 Jan. 2023 A 14.930 0 0 $0
David N. Makuen Executive Vice President 24 Jan. 2020 M 15.148 0 0 $0
David Schlessinger Executive Chairman 24 Nov. 2014 S 555.810 0 0 $0
Robert Lynch Direktur 29 Juni 2026 P 1.506 1 0 $93.312
Zuhairah Scott Washington Direktur 16 Juni 2026 A 7.019 0 0 $0
Karen R Bowman Direktur 16 Juni 2026 A 4.157 0 0 $0
Michael F Devine III Direktur 16 Juni 2026 A 17.203 0 1 $-1.091.040
Ronald Sargent Direktur 16 Juni 2026 A 6.609 0 2 $-4.630.300
Thomas M Ryan Direktur 4 Mei 2026 A 119.030 0 0 $0
Kathleen S Barclay Direktur 2 Feb. 2026 A 9.326 0 1 $-400.466
Bernard Jin Kim Direktur 11 Juni 2024 A 3.681 0 0 $0
Catherine Elizabeth Buggeln Direktur 11 April 2023 S 7.141 0 0 $0
Daniel Kaufman Direktur 18 Juni 2019 A 6.113 0 0 $0
David M Mussafer Direktur 22 Sep. 2015 P 90.000 0 0 $0
Steven J Collins Direktur 1 April 2014 S 0 0 0 $0
Howard D Ross Direktur 4 Feb. 2013 S 272.768 0 0 $0
Dinesh S. Lathi 3 Agu 2026 A 14.350 0 0 $0
Mimi Eckel Vaughn 3 Agu 2026 A 5.934 0 0 $0
Richard L Markee 3 Agu 2026 A 14.402 0 1 $-696.120
Advent Partners GPE VI-A 2010 Limited Partnership 1 April 2014 S 0 0 0 $0
Advent Partners GPE VI 2010 Limited Partnership 1 April 2014 S 0 0 0 $0
GPE VI GP (Delaware) Limited Partnership 1 April 2014 S 0 0 0 $0
GPE VI GP Limited Partnership 1 April 2014 S 0 0 0 $0
Advent Partners GPE VI 2009 Limited Partnership 1 April 2014 S 0 0 0 $0
Advent Partners GPE VI-A Limited Partnership 1 April 2014 S 0 0 0 $0
Advent Partners GPE VI 2008 Limited Partnership 1 April 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-G LP 1 April 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-B LP 1 April 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-C LP 1 April 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-D LP 1 April 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-F LP 1 April 2014 S 0 0 0 $0
ADVENT INTERNATIONAL GPE VI-E LP 1 April 2014 S 0 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Aktivis & pemilik 5%+ 1 saham

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
Advent International Corporation, Advent International LLC, GPE VI GP Limited Partnership, GPE VI GP (Delaware) Limited Partnership, Advent Partners GPE VI 2008 Limited Partnership, Advent Partners GPE VI 2009 Limited Partnership, Advent Partners GPE VI 2010 Limited Partnership, Advent Partners GPE VI-A 2010 Limited Partnership, Advent Partners GPE VI-A Limited Partnership, Advent International GPE VI Limited Partnership, Advent International GPE VI-A Limited Partnership, Advent International GPE VI-B Limited Partnership, Advent International GPE VI-C Limited Partnership, Advent International GPE VI-D Limited Partnership, Advent International GPE VI-E Limited Partnership, Advent International GPE VI-F Limited Partnership, Advent International GPE VI-G Limited Partnership ×5 pengajuan 3 April 2014 Pengajuan awal 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.

Kepemilikan ETF Dimiliki oleh 127 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
FCUS · Tidal Trust II 3,06% 12.601 NS 31 Mei 2026 N-PORT
RFG · Invesco Exchange-Traded Fund Trust 1,74% 25.589 SH 8 Agu 2026 Harian
XMMO · Invesco Exchange-Traded Fund Trust 1,47% 453.812 SH 8 Agu 2026 Harian
GSC · Goldman Sachs ETF Trust 1,44% 15.996 NS 31 Mei 2026 N-PORT
PJFM · PGIM ETF Trust 1,36% 997 NS 29 Mei 2026 N-PORT
RETL · Direxion Shares ETF Trust 1,07% 1.425 NS 30 April 2026 N-PORT
FLCG · Federated Hermes ETF Trust 1,06% 26.527 NS 31 Mei 2026 N-PORT
FLCV · Federated Hermes ETF Trust 0,89% 3.755 NS 31 Mei 2026 N-PORT
CGMM · Capital Group Equity ETF Trust I 0,88% 107.870 NS 31 Mei 2026 N-PORT
LSEQ · Harbor ETF Trust 0,81% 528 NS 30 April 2026 N-PORT
PAMC · Pacer Funds Trust 0,73% 1.964 NS 30 April 2026 N-PORT
OASC · Unified Series Trust 0,72% 2.678 NS 31 Mei 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,72% 855.570 NS 31 Mei 2026 N-PORT
MMSC · First Trust Exchange-Traded Fund VI… 0,71% 1.635 NS 31 Mei 2026 N-PORT
FNY · First Trust Exchange-Traded AlphaDE… 0,68% 15.005 NS 30 April 2026 N-PORT
IJK · iShares Trust 0,68% 323.164 SH 8 Agu 2026 Harian
TMFX · RBB Fund, Inc. 0,62% 875 NS 31 Mei 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0,61% 4.353 NS 31 Mei 2026 N-PORT
SMDX · Tidal Trust III 0,61% 3.244 NS 30 April 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,55% 7.344 NS 30 April 2026 N-PORT
FLCC · Federated Hermes ETF Trust 0,53% 2.846 NS 31 Mei 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0,52% 54.561 SH 8 Agu 2026 Harian
FDMO · FIDELITY COVINGTON TRUST 0,51% 18.052 NS 30 April 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,47% 8.519 SH 8 Agu 2026 Harian
IEDI · iShares U.S. ETF Trust 0,45% 553 SH 8 Agu 2026 Harian
AVMV · AMERICAN CENTURY ETF TRUST 0,43% 11.798 NS 31 Mei 2026 N-PORT
NUSC · Nushares ETF Trust 0,41% 22.649 NS 30 April 2026 N-PORT
XJH · iShares Trust 0,40% 7.473 SH 8 Agu 2026 Harian
PTMC · Pacer Funds Trust 0,38% 6.333 NS 30 April 2026 N-PORT
ISCG · iShares Trust 0,38% 16.428 SH 8 Agu 2026 Harian
FNX · First Trust Exchange-Traded AlphaDE… 0,35% 19.911 NS 30 April 2026 N-PORT
IJH · iShares Trust 0,35% 1.907.771 SH 8 Agu 2026 Harian
BKMC · BNY Mellon ETF Trust 0,34% 8.958 NS 30 April 2026 N-PORT
FXD · First Trust Exchange-Traded AlphaDE… 0,27% 3.054 NS 30 April 2026 N-PORT
MVV · ProShares Trust 0,27% 1.906 NS 31 Mei 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,27% 732.688 SH 8 Agu 2026 Harian
IVOO · VANGUARD ADMIRAL FUNDS 0,27% 89.368 SH 8 Agu 2026 Harian
FNDA · SCHWAB STRATEGIC TRUST 0,27% 105.404 NS 31 Mei 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,27% 26.886 NS 30 April 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,26% 265.243 NS 31 Mei 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,26% 913 NS 30 April 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,25% 21.883 NS 30 April 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,25% 13.771 SH 8 Agu 2026 Harian
BFOR · ALPS ETF Trust 0,25% 2.340 NS 31 Mei 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,23% 149.308 NS 31 Mei 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,23% 21.441 NS 30 April 2026 N-PORT
FDIS · FIDELITY COVINGTON TRUST 0,23% 17.324 NS 30 April 2026 N-PORT
ESML · iShares Trust 0,21% 26.270 SH 8 Agu 2026 Harian
FYEE · Fidelity Greenwood Street Trust 0,21% 1.474 NS 30 April 2026 N-PORT
IYC · iShares Trust 0,21% 10.824 SH 8 Agu 2026 Harian