FORR Forrester Research, Inc. - Common Stock

NASDAQ · Professional Services · Lihat di SEC EDGAR ↗
$11,70
Harga · Agu 19, 2026
Fundamental per Agu 6, 2026

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

Harga
$11.70
Kapitalisasi Pasar
$222M
P/E (TTM)
-1.9
EPS (TTM)
$-6.28
Pendapatan (TTM)
$397M
Imbal Hasil Dividen
ROE
-83.5%
D/E Utang/Ekuitas
0.3
Rentang 52M
$5 – $12

FORR 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 $397M
10-point trend, +21.7%
2016-12-31 2025-12-31
EPS $-6.28
10-point trend, -747.4%
2016-12-31 2025-12-31
Arus Kas Bebas $18M
10-point trend, -52.0%
2016-12-31 2025-12-31
Margin -30.1%
2-point trend, -5.2%
2018-12-31 2019-12-31

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

Metrik
Tren 5 Tahun
FORR
Median Rekan
P/E (TTM)
5-point trend, -102.8%
-1.9
23.4
P/S (TTM)
5-point trend, -82.8%
0.6
1.6
P/B
5-point trend, -77.8%
1.8
3.7
EV / EBITDA
5-point trend, -104.0%
-1.7
Price / FCF (Harga / FCF)
5-point trend, -26.6%
12.3

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

Metrik
Tren 5 Tahun
FORR
Median Rekan
Operating Margin (Margin Operasi)
5-point trend, -464.7%
-28.5%
Net Profit Margin (Margin Laba Bersih)
5-point trend, -697.8%
-30.1%
2.3%
ROA
5-point trend, -801.1%
-26.3%
3.9%
ROE
5-point trend, -780.1%
-83.5%
9.8%
ROIC
5-point trend, -775.4%
-70.0%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
FORR
Median Rekan
Debt / Equity (Utang / Ekuitas)
5-point trend, -24.8%
0.3
992.7
Current Ratio (Rasio Lancar)
5-point trend, +2.7%
0.9
0.9
Quick Ratio (Rasio Cepat)
5-point trend, -26.7%
0.5

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

Metrik
Tren 5 Tahun
FORR
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, -19.7%
-8.2%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, -19.7%
-9.6%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, -19.7%
-2.4%
EPS YoY
5-point trend, -590.6%
-86.0%
Net Income YoY (Laba Bersih YoY)
5-point trend, -580.4%
-86.0%

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

Metrik
Tren 5 Tahun
FORR
Median Rekan
EPS (Diluted)
5-point trend, -590.6%
$-6.28

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
FORR
Median Rekan

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
Rasio Pembayaran Dividen
CAGR Dividen 5T
Tanggal ex-dividenJumlah
11 Des. 2018$0,2000
11 Sep. 2018$0,2000
12 Juni 2018$0,2000
6 Maret 2018$0,2000
5 Des. 2017$0,1900
1 Sep. 2017$0,1900
5 Juni 2017$0,1900
27 Feb. 2017$0,1900
5 Des. 2016$0,1800
2 Sep. 2016$0,1800
6 Juni 2016$0,1800
29 Feb. 2016$0,1800
30 Nov. 2015$0,1700
31 Agu 2015$0,1700
8 Juni 2015$0,1700
2 Maret 2015$0,1700
1 Des. 2014$0,1600
29 Agu 2014$0,1600
2 Juni 2014$0,1600
3 Maret 2014$0,1600

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

JUAL 6 analis
  • Beli Kuat 0 0,0%
  • Beli 0 0,0%
  • Tahan 3 50,0%
  • Jual 1 16,7%
  • Jual Kuat 2 33,3%

Target Harga 12 Bulan

1 analis · 2026-08-16
Target median $12.00 +2,6%
Target rata-rata $12.00 +2,6%

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

Kejutan Rata-rata
-0.02%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $0.40 $0.27 0.13%
31 Maret 2026 $-0.04 $0.12 -0.16%
31 Des. 2025 $-0.04 $0.12 -0.16%
30 Sep. 2025 $0.37 $0.31 0.06%
30 Juni 2025 $0.51 $0.51 0.00%
31 Maret 2025 $0.11 $0.08 0.03%

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

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
FORR $154M -1.3 -8.2% -30.1% -83.5%
SPIR 5.0 -35.2% 71.7% 39.1% 40.8%
MG 23.9 -0.77% 2.3% 7.8% 28.2%
RCMT 9.3 14.7%
FC 81.5 -7.0% 1.1% 4.1% 76.2%
RGP $156M -3.7 -18.0% -9.0% -22.3% 37.5%
WFCF 38.3 -3.3%

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

Laporan Laba Rugi 16
Data Laporan Laba Rugi Tahunan untuk FORR
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue 10-point trend, +21.7% $397M $432M $481M $538M $494M $449M $462M $358M $338M $326M · ·
Cost of Revenue 12-point trend, +42.3% $171M $183M $204M $224M $202M $162M $178M $129M $119M $112M $110M $120M
Gross Profit 6-point trend, +45.3% · · · · · · $279M $229M $219M $214M $204M $192M
SG&A Expense 12-point trend, +28.6% $218M $233M $254M $279M $258M $245M $253M $201M $191M $181M $179M $170M
Operating Expenses 12-point trend, +73.6% $510M $432M $474M $505M $456M $433M $463M $335M $310M $295M $295M $294M
Operating Income 12-point trend, -721.4% $-113M $740.0K $7M $33M $39M $-16M $1M $22M $28M $31M $19M $18M
Interest Expense 4-point trend, -69.4% · · · $2M $4M $5M $8M · · · · ·
Other Non-op 12-point trend, +708.6% $4M $4M $2M $222.0K $-1M $-374.0K $-515.0K $674.0K $301.0K $740.0K $511.0K $464.0K
Pretax Income 12-point trend, -749.4% $-119M $3M $6M $31M $33M $13M $-10M $24M $27M $31M $19M $18M
Income Tax 12-point trend, -100.7% $-49.0K $8M $3M $9M $8M $3M $-29.0K $8M $12M $13M $7M $8M
Net Income 12-point trend, -1198.6% $-119M $-6M $3M $22M $25M $10M $-10M $15M $15M $18M $12M $11M
EPS (Basic) 12-point trend, -1182.8% $-6.28 $-0.30 $0.16 $1.15 $1.30 $-0.53 $0.52 $0.85 $0.84 $0.98 $0.67 $0.58
EPS (Diluted) 12-point trend, -1201.8% $-6.28 $-0.30 $0.16 $1.14 $1.28 $0.53 $0.52 $0.84 $0.83 $0.97 $0.66 $0.57
Shares (Basic) 12-point trend, +1.6% 19,017,000 19,094,000 19,183,000 18,967,000 19,110,000 18,827,000 18,492,000 18,091,000 17,919,000 17,984,000 17,927,000 18,713,000
Shares (Diluted) 12-point trend, +0.1% 19,017,000 19,094,000 19,258,000 19,172,000 19,357,000 18,935,000 18,492,000 18,380,000 18,240,000 18,269,000 18,143,000 19,007,000
EBITDA 12-point trend, -721.4% $-113M $740.0K $7M $33M $39M $16M $-1M $22M $28M $31M $19M $18M
Neraca 28
Data Neraca Tahunan untuk FORR
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +27.6% $63M $56M $73M $104M $116M $90M $68M $140M $80M $77M $53M $50M
Short-term Investments 2-point trend, -13.0% · · · · · · · · · · $48M $55M
Receivables 12-point trend, -24.6% $51M $55M $59M $73M $87M $85M $85M $67M $70M $59M $67M $67M
Prepaid Expense 12-point trend, -45.6% $12M $18M $9M $14M $19M $19M $19M $13M $19M $14M $16M $22M
Current Assets 12-point trend, +2.3% $213M $201M $216M $235M $269M $217M $192M $236M $237M $223M $198M $208M
PP&E (Net) 12-point trend, -65.1% $11M $12M $19M $23M $28M $27M $30M $22M $25M $24M $28M $32M
PP&E (Gross) 12-point trend, -8.7% $68M $74M $83M $89M $98M $95M $92M $85M $84M $77M $76M $75M
Accum. Depreciation 12-point trend, +34.0% $57M $62M $64M $66M $70M $68M $63M $63M $59M $54M $49M $42M
Goodwill 12-point trend, +57.0% $120M $228M $244M $242M $245M $247M $244M $85M $76M $73M $74M $77M
Intangibles 12-point trend, +453.8% $19M $27M $38M $50M $63M $78M $97M $5M $732.0K $1M $2M $3M
Other Non-current Assets 12-point trend, -16.9% $10M $8M $7M $8M $10M $6M $7M $5M $6M $14M $17M $12M
Total Assets 12-point trend, +21.4% $404M $504M $564M $608M $680M $644M $639M $354M $345M $336M $319M $333M
Accounts Payable 12-point trend, -8.8% $832.0K $965.0K $2M $361.0K $840.0K $657.0K $505.0K $588.0K $217.0K $2M $525.0K $912.0K
Accrued Liabilities 12-point trend, +72.3% $62M $58M $81M $91M $98M $77M $80M $54M $50M $41M $41M $36M
Current Liabilities 12-point trend, +32.1% $240M $204M $240M $269M $312M $270M $269M $190M $195M $177M $182M $182M
Capital Leases 7-point trend, -56.0% $30M $25M $38M $51M $65M $70M $67M · · · · ·
Deferred Tax 7-point trend, +5963.9% $6M · · · · · $23M $969.0K $408.0K $100.0K $200.0K $97.0K
Other Non-current Liabilities 10-point trend, -26.9% $2M $11M $11M $17M $24M $23M $24M $12M · · $3M $3M
Total Liabilities 12-point trend, +45.2% $278M $274M $324M $387M $476M $458M $481M $202M $204M $186M $192M $191M
Long-term Debt 5-point trend, -73.2% $35M $35M · · $75M $108M $131M · · · · ·
Total Debt 7-point trend, -73.2% $35M $35M $35M $50M $75M $108M $131M · · · · ·
Common Stock 12-point trend, +22.0% $255.0K $251.0K $247.0K $244.0K $241.0K $236.0K $233.0K $230.0K $224.0K $217.0K $211.0K $209.0K
Retained Earnings 12-point trend, -55.2% $53M $172M $178M $175M $153M $128M $118M $128M $123M $122M $117M $117M
Treasury Stock 12-point trend, +131.3% $230M $227M $211M $207M $192M $172M $172M $172M $162M $122M $120M $99M
AOCI 12-point trend, +32.2% $-1M $-8M $-5M $-8M $-3M $-690.0K $-5M $-5M $-2M $-8M $-5M $-2M
Stockholders' Equity 12-point trend, -10.6% $127M $230M $240M $222M $204M $186M $158M $152M $141M $150M $127M $142M
Liabilities + Equity 12-point trend, +21.4% $404M $504M $564M $608M $680M $644M $639M $354M $345M $336M $319M $333M
Shares Outstanding 12-point trend, +4.7% 19,013,000 18,838,000 19,248,000 19,062,000 19,058,000 19,017,000 18,644,000 18,320,000 18,041,000 18,361,000 17,752,000 18,153,000
Arus Kas 15
Data Arus Kas Tahunan untuk FORR
Metrik Tren 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +64.6% $12M $14M $15M $15M $10M $11M $12M $8M $8M $8M $8M $7M
Deferred Tax 12-point trend, +47.8% $-4M $-58.0K $-5M $-7M $-275.0K $-2M $-4M $3M $6M $3M $-985.0K $-8M
Amort. of Intangibles 12-point trend, +302.8% $9M $10M $12M $13M $15M $20M $23M $1M $781.0K $831.0K $891.0K $2M
Restructuring 3-point trend, -43.5% · · · · · · · · · $1M $4M $2M
Operating Cash Flow 12-point trend, -26.8% $21M $-4M $22M $39M $107M $48M $48M $38M $37M $44M $34M $29M
CapEx 12-point trend, +98.7% $3M $3M $5M $6M $11M $9M $12M $5M $8M $4M $4M $2M
Investing Cash Flow 10-point trend, +21.3% $-14M $5M $-37M $-7M $-29M $-5M $250M $40M $-970.0K $-18M · ·
Stock Repurchased 12-point trend, -96.5% $3M $16M $4M $15M $20M $0 $0 $10M $40M $2M $21M $73M
Net Stock Activity 10-point trend, +96.5% $-3M $-16M $-4M $-15M $-20M · · $-10M $-40M $-2M $-21M $-73M
Dividends Paid 5-point trend, +21.2% · · · · · · · $15M $14M $13M $12M $12M
Financing Cash Flow 10-point trend, -2173.5% $-3M $-16M $-18M $-39M $-49M $-24M $129M $-14M $-38M $-113.0K · ·
Net Change in Cash 12-point trend, +130.2% $7M $-17M $-31M $-12M $27M $21M $-71M $61M $3M $24M $4M $-24M
Taxes Paid 12-point trend, -49.0% $7M $9M $11M $9M $10M $3M $4M $4M $10M $9M $6M $14M
Free Cash Flow 12-point trend, -33.7% $18M $-7M $16M $34M $96M $39M $37M $33M $30M $38M $29M $27M
Levered FCF 4-point trend, +12.4% · · · $32M $93M $35M $28M · · · · ·
Profitabilitas 8
Data Profitabilitas Tahunan untuk FORR
Metrik Tren 202520242023202220212020201920182017201620152014
Gross Margin 2-point trend, -5.2% · · · · · · 60.5% 63.7% · · · ·
Operating Margin 8-point trend, -554.9% -28.5% 0.17% 1.4% 6.1% 7.8% 3.6% -0.23% 6.3% · · · ·
Net Margin 8-point trend, -799.3% -30.1% -1.3% 0.63% 4.0% 5.0% 2.2% -2.1% 4.3% · · · ·
Pretax Margin 8-point trend, -557.3% -30.1% 0.61% 1.3% 5.7% 6.7% 2.9% -2.1% 6.6% · · · ·
EBITDA Margin 8-point trend, -554.9% -28.5% 0.17% 1.4% 6.1% 7.8% 3.6% -0.23% 6.3% · · · ·
ROA 12-point trend, -988.2% -26.3% -1.1% 0.52% 3.4% 3.8% 1.6% -1.9% 4.4% 4.5% 5.4% 3.7% 3.0%
ROE 12-point trend, -1428.8% -83.5% -2.5% 1.3% 10.0% 12.3% 5.5% -6.3% 10.3% 10.4% 12.7% 8.9% 6.3%
ROIC 12-point trend, -1021.6% -70.0% -0.61% 1.2% 8.5% 10.4% 4.3% -0.37% 9.7% 10.8% 11.8% 9.2% 7.6%
Likuiditas & Solvabilitas 5
Data Likuiditas & Solvabilitas Tahunan untuk FORR
Metrik Tren 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -22.6% 0.9 1.0 0.9 0.9 0.9 0.8 0.7 1.2 1.2 1.3 1.1 1.1
Quick Ratio 12-point trend, -49.7% 0.5 0.5 0.5 0.7 0.6 0.6 0.6 1.1 0.8 0.8 0.9 0.9
Debt / Equity 7-point trend, -66.5% 0.3 0.2 0.1 0.2 0.4 0.6 0.8 · · · · ·
LT Debt / Equity 7-point trend, -100.0% 0.0 0.2 0.1 0.2 0.4 0.5 0.8 · · · · ·
Interest Coverage 4-point trend, +10039.0% · · · 13.3 9.2 3.0 -0.1 · · · · ·
Efisiensi 2
Data Efisiensi Tahunan untuk FORR
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 8-point trend, -14.6% 0.9 0.8 0.8 0.8 0.7 0.7 0.9 1.0 · · · ·
Receivables Turnover 8-point trend, +43.4% 7.5 7.6 7.3 6.7 5.8 5.3 6.1 5.2 · · · ·
Per Saham 7
Data Per Saham Tahunan untuk FORR
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, -14.7% $6.65 $12.18 $12.48 $11.63 $10.70 $9.77 $8.48 $8.28 $7.83 $8.17 $7.17 $7.80
Revenue / Share 8-point trend, +7.3% $20.87 $22.65 $24.97 $28.05 $25.54 $23.71 $24.97 $19.45 · · · ·
Cash Flow / Share 12-point trend, -26.8% $1.11 $-0.20 $1.13 $2.06 $5.53 $2.52 $2.62 $2.09 $2.06 $2.29 $1.79 $1.51
Cash / Share 12-point trend, +21.8% $3.33 $2.98 $3.79 $5.44 $6.07 $4.75 $3.64 $7.66 $4.42 $4.19 $3.00 $2.74
Dividend / Share 5-point trend, +25.0% · · · · · · · $1 $1 $1 $1 $1
Dividend Paid / Share · · · · · · · · · · · $0
EPS (TTM) 12-point trend, -1201.8% $-6.28 $-0.30 $0.16 $1.14 $1.28 $0.53 $0.52 $0.84 $0.83 $0.97 $0.66 $0.57
Tingkat Pertumbuhan 7
Data Tingkat Pertumbuhan Tahunan untuk FORR
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -181.5% -8.2% -10.1% -10.6% 8.8% 10.1% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -516.9% -9.6% -4.4% 2.3% · · · · · · · · ·
Revenue CAGR 5Y -2.4% · · · · · · · · · · ·
EPS YoY 3-point trend, -160.7% · · -86.0% -10.9% 141.5% · · · · · · ·
EPS CAGR 3Y · · -32.9% · · · · · · · · ·
Net Income YoY 3-point trend, -157.8% · · -86.0% -12.2% 148.7% · · · · · · ·
Net Income CAGR 3Y · · -32.7% · · · · · · · · ·
Valuasi (TTM) 16
Data Valuasi (TTM) Tahunan untuk FORR
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +34.9% $397M $432M $481M $538M $494M $449M $462M $358M $338M $326M $294M $294M
Net Income TTM 12-point trend, -1198.6% $-119M $-6M $3M $22M $25M $10M $-10M $15M $15M $18M $12M $11M
Market Cap 12-point trend, -78.4% $154M $295M $516M $682M $1.12B $797M $777M $819M $797M $789M $506M $715M
Enterprise Value 7-point trend, -85.0% $126M $274M $478M $628M $1.08B $814M $840M · · · · ·
P/E 12-point trend, -101.9% -1.3 -52.2 167.6 31.4 45.9 79.1 80.2 53.2 53.3 44.3 43.2 69.1
P/S 12-point trend, -84.0% 0.4 0.7 1.1 1.3 2.3 1.8 1.7 2.3 2.4 2.4 1.7 2.4
P/B 12-point trend, -75.8% 1.2 1.3 2.1 3.1 5.5 4.3 4.9 5.4 5.6 5.3 4.0 5.0
P / Cash Flow 12-point trend, -70.5% 7.3 -76.5 23.8 17.3 10.5 16.7 16.1 21.3 21.3 18.8 15.6 24.8
P / FCF 12-point trend, -67.4% 8.5 -40.7 31.9 20.2 11.6 20.5 21.3 24.5 26.9 20.9 17.7 26.2
EV / EBITDA 7-point trend, +99.9% -1.1 370.4 70.7 19.2 27.9 50.3 -781.5 · · · · ·
EV / FCF 7-point trend, -69.7% 7.0 -37.8 29.6 18.6 11.2 21.0 23.0 · · · · ·
EV / Revenue 7-point trend, -82.5% 0.3 0.6 1.0 1.2 2.2 1.8 1.8 · · · · ·
Dividend Yield 5-point trend, +6.0% · · · · · · · 1.8% 1.7% 1.7% 2.4% 1.7%
Earnings Yield 12-point trend, -5433.8% -77.3% -1.9% 0.60% 3.2% 2.2% 1.3% 1.2% 1.9% 1.9% 2.3% 2.3% 1.5%
Payout Ratio 5-point trend, -14.4% · · · · · · · 94.3% 90.0% 73.6% 101.5% 110.1%
Annual Payout 5-point trend, +21.2% · · · · · · · $15M $14M $13M $12M $12M

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

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $397M$432M$481M$538M$494M
Margin Operasi % -28.5%0.17%1.4%6.1%7.8%
Laba Bersih $-119M$-6M$3M$22M$25M
EPS Dilusian $-6.28$-0.30$0.16$1.14$1.28
Neraca
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utang / Ekuitas 0.30.20.10.20.4
Rasio Lancar 0.91.00.90.90.9
Rasio Cepat 0.50.50.50.70.6
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $18M$-7M$16M$34M$96M

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Pemilik institusional (13F) 104 pengaju · $72.3M 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
24 (+8 vs Kuartal sebelumnya) 20 (-3 vs Kuartal sebelumnya) 32 (-2 vs Kuartal sebelumnya) 32 (+4 vs Kuartal sebelumnya) +509K

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
Portolan Capital Management, LLC $13.657.209 1.623.925 18,90% Saham
Nantahala Capital Management, LLC $6.420.581 763.446 8,88% Saham
FIRST MANHATTAN CO. LLC. $6.307.500 750.000 8,73% Saham
Pacific Ridge Capital Partners, LLC $5.931.943 705.344 8,21% Saham
VANGUARD CAPITAL MANAGEMENT LLC $4.208.322 500.395 5,82% Saham
RENAISSANCE TECHNOLOGIES LLC $3.517.112 418.206 4,87% Saham
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $3.083.854 366.689 4,27% Saham
AQR CAPITAL MANAGEMENT LLC $2.931.667 348.593 4,06% Saham
Quantinno Capital Management LP $2.432.130 289.195 3,37% Saham
Ancora Advisors LLC $2.269.783 269.891 3,14% Saham
ArrowMark Colorado Holdings LLC $1.949.505 231.808 2,70% Saham
DIMENSIONAL FUND ADVISORS LP $1.615.368 192.077 2,23% Saham
GEODE CAPITAL MANAGEMENT, LLC $1.206.180 143.387 1,67% Saham
TWO SIGMA INVESTMENTS, LP $1.111.819 132.202 1,54% Saham
Nierenberg Investment Management Company, LLC $1.102.635 131.110 1,53% Saham
BRIDGEWAY CAPITAL MANAGEMENT, LLC $1.039.619 123.617 1,44% Saham
TWO SIGMA ADVISERS, LP $859.932 105.903 1,19% Saham
KESTREL INVESTMENT MANAGEMENT CORP $769.515 91.500 1,06% Saham
Trexquant Investment LP $646.864 76.916 0,89% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $626.974 74.551 0,87% Saham
VANGUARD FIDUCIARY TRUST CO $588.835 70.016 0,81% Saham
Qube Research & Technologies Ltd $580.223 68.992 0,80% Saham
MORGAN STANLEY $577.885 68.714 0,80% Saham
MARSHALL WACE, LLP $554.867 65.977 0,77% Saham
STATE STREET CORP $548.441 65.213 0,76% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $545.422 64.854 0,75% Saham
JANE STREET GROUP, LLC $494.247 58.769 0,68% Saham
Russell Investments Group, Ltd. $389.499 46.313 0,54% Saham
MILLENNIUM MANAGEMENT LLC $368.013 43.759 0,51% Saham
AMERIPRISE FINANCIAL INC $336.947 40.065 0,47% Saham
MERCER GLOBAL ADVISORS INC /ADV $324.441 38.578 0,45% Saham
HSBC HOLDINGS PLC $322.002 38.425 0,45% Saham
FEDERATED HERMES, INC. $305.165 36.286 0,42% Saham
BANK OF AMERICA CORP /DE/ $296.057 35.203 0,41% Saham
BARCLAYS PLC $277.168 32.957 0,38% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $275.781 32.792 0,38% Saham
NORTHERN TRUST CORP $239.416 28.468 0,33% Saham
IEQ CAPITAL, LLC $227.406 27.040 0,31% Saham
Vanguard Personalized Indexing Management, LLC $226.170 26.893 0,31% Saham
Aster Capital Management (DIFC) Ltd $215.380 25.610 0,30% Saham
Bank of New York Mellon Corp $212.723 25.294 0,29% Saham
BlackRock, Inc. $208.736 24.820 0,29% Saham
XTX Topco Ltd $198.972 23.659 0,28% Saham
Cubist Systematic Strategies, LLC $190.249 17.948 0,26% Saham
D. E. Shaw & Co., Inc. $179.881 21.389 0,25% Saham
GOLDMAN SACHS GROUP INC $170.303 20.250 0,24% Saham
Inscription Capital, LLC $166.989 19.856 0,23% Saham
Mariner, LLC $156.183 18.571 0,22% Saham
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $136.420 13.642 0,19% Saham
Squarepoint Ops LLC $132.264 15.727 0,18% Saham
OPPENHEIMER ASSET MANAGEMENT INC. $131.802 15.672 0,18% Saham
PNC Financial Services Group, Inc. $126.705 15.066 0,18% Saham
Focus Partners Wealth $109.548 13.026 0,15% Saham
Steward Partners Investment Advisory, LLC $101.185 12.032 0,14% Saham
AMERICAN CENTURY COMPANIES INC $98.548 11.718 0,14% Saham
Arax Advisory Partners $84.764 10.079 0,12% Saham
FMR LLC $80.660 9.591 0,11% Saham
Versant Capital Management, Inc $70.308 8.360 0,10% Saham
CWM, LLC $52.802 9.329 0,07% Saham
RHUMBLINE ADVISERS $51.594 6.135 0,07% Saham
Vanguard Global Advisers, LLC $34.052 4.049 0,05% Saham
VANGUARD GROUP INC $32.878 4.049 0,05% Saham
BNP PARIBAS FINANCIAL MARKETS $30.091 3.578 0,04% Saham
Clear Street Group Inc. $26.189 3.114 0,04% Saham
ELKHORN PARTNERS LIMITED PARTNERSHIP $25.230 3.000 0,03% Saham
GAMMA Investing LLC $12.674 1.507 0,02% Saham
Integrated Wealth Concepts LLC $9.733 1.157 0,01% Saham
SEI INVESTMENTS CO $6.970 827 0,01% Saham
SIMPLEX TRADING, LLC $6.433 765 0,01% Saham
Tieton Capital Management, LLC $6.370 757.476 0,01% Saham
Allworth Financial LP $5.677 675 0,01% Saham
Essential Partners LLC $5.475 651 0,01% Saham
Nuveen Asset Management, LLC $4.341 277 0,01% Saham
ACADIAN ASSET MANAGEMENT LLC $3.609 429.610 0,00% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $3.504 619 0,00% Saham
Invesco Ltd. $2.658 316 0,00% Saham
OSAIC HOLDINGS, INC. $2.463 293 0,00% Saham
US BANCORP \DE\ $2.313 275 0,00% Saham
JPMORGAN CHASE & CO $1.827 217 0,00% Saham
Physician Wealth Advisors, Inc. $1.489 177 0,00% Saham
IFP Advisors, Inc $1.346 160 0,00% Saham
Farther Finance Advisors, LLC $1.279 152 0,00% Saham
True Wealth Design, LLC $1.178 140 0,00% Saham
ROTHSCHILD INVESTMENT LLC $1.076 128 0,00% Saham
Fortitude Family Office, LLC $1.034 123 0,00% Saham
Rialto Wealth Management, LLC $665 79 0,00% Saham
GSA CAPITAL PARTNERS LLP $541 64.275 0,00% Saham
PRICE T ROWE ASSOCIATES INC /MD/ $461 54.743 0,00% Saham
COOPER CREEK PARTNERS MANAGEMENT LLC $393 46.779 0,00% Saham
Transamerica Financial Advisors, LLC $311 37 0,00% Saham
EverSource Wealth Advisors, LLC $235 28 0,00% Saham
UBS Group AG $235 28 0,00% Saham
Sunbelt Securities, Inc. $209 37 0,00% Saham
WELLS FARGO & COMPANY/MN $168 20 0,00% Saham
SJS Investment Consulting Inc. $135 16 0,00% Saham
Caitong International Asset Management Co., Ltd $93 11 0,00% Saham
Wealth Enhancement Trust Services, Inc. $93 11 0,00% Saham
Optiver Holding B.V. $50 6 0,00% Saham
NISA INVESTMENT ADVISORS, LLC $50 6 0,00% Saham
Clearstead Advisors, LLC $17 2 0,00% Saham

Orang dalam perusahaan 57 orang dalam · 42 pejabat · 15 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
George F Colony Chairman and CEO 13 Juni 2024 G 544.798 0 0 $0
Leo Christian Finn Chief Financial Officer 1 April 2026 A 41.476 0 0 $0
Michael A Doyle Chief Financial Officer 15 Des. 2020 M 44.429 0 0 $0
Warren Hadley Chief Financial Officer 15 Juni 2006 M 5.667 0 0 $0
Dennis Van Lingen President, EMEA 3 Agu 2015 A 3.383 0 0 $0
Robert W Davidson President, Europe 28 April 2006 M 0 0 0 $0
Charles Rutstein Chief Operating Officer 10 Sep. 2012 M 2.125 0 0 $0
Christophe Favre Chief Sales Officer 1 Agu 2026 M 14.071 0 0 $0
Andrew Cox Chief Marketing Officer 1 Agu 2026 M 5.675 0 0 $0
Michael Facemire Chief Technology Officer 1 Agu 2026 M 8.109 0 0 $0
Scott Chouinard Chief Accounting Officer 1 Agu 2026 M 15.264 0 0 $0
Jobina Gonsalves Chief People Officer 1 Juni 2026 M 10.230 0 0 $0
Sharyn Leaver Chief Research Officer 1 April 2026 A 28.804 0 0 $0
Ryan Darrah Chief Legal Officer 1 April 2026 A 32.244 0 0 $0
Nathaniel Swan Chief Sales Officer 1 April 2025 A 9.666 0 0 $0
Shirley Macbeth Chief Marketing Officer 1 Agu 2024 M 14.020 0 0 $0
Steven P. Peltzman CBTO 1 Agu 2024 M 21.067 0 0 $0
Michael Kasparian Chief Information Officer 1 Juni 2024 M 17.169 0 0 $0
Sarah Le Roy Chief People Officer 1 Mei 2023 M 1.603 0 0 $0
Alicia Lee Chief Consulting Officer 15 Des. 2022 S 5.407 0 0 $0
Kelley Hippler Chief Sales Officer 12 Agu 2022 M 28.346 0 0 $0
Sherri Kottmann Chief People Officer 2 Agu 2021 A 5.112 0 0 $0
Mack Brothers Chief Product Officer 1 Agu 2019 A 21.917 0 0 $0
Victor Milligan Chief Marketing Officer 1 Agu 2019 A 14.297 0 0 $0
Cliff Condon Chief Research Officer 1 Sep. 2018 M 23.415 0 0 $0
Lucia Luce Quinn Chief People Officer 3 Agu 2018 M 21.814 0 0 $0
Michael Morhardt Chief Sales Officer 8 Juni 2017 S 5.176 0 0 $0
MANN GAIL Chief Legal Officer 16 Nov. 2016 M 6.136 0 0 $0
Thomas R. Pohlmann Officer 3 Juni 2014 M 1.114 0 0 $0
Ellen Daley Managing Director, Tech. Ind. 3 Juni 2013 A 656 0 0 $0
Gregory Nelson Chief Sales Officer 14 Mei 2012 A 641 0 0 $0
Elizabeth A Lemons Chief People Officer 14 Mei 2012 A 0 0 0 $0
Dwight Griesman Chief Marketing Officer 14 Feb. 2012 M 264 0 0 $0
Mark R Nemec Managing Director, Tech. Ind. 1 Juli 2011 A 0 0 0 $0
George Orlov Chief Technology Officer 27 Mei 2011 M 0 0 0 $0
Julie H Meringer Managing Director, IT 6 Des. 2010 M 1.300 0 0 $0
Brian Kardon Chief Marketing Officer 5 Des. 2007 M 3.714 0 0 $0
Daniel Mahoney Chief Research Officer 14 Des. 2006 M 3.650 0 0 $0
Timothy Riley Chief People Officer 22 Agu 2006 M 0 0 0 $0
Richard Belanger Chief Technology Officer 8 Nov. 2004 S 0 0 0 $0
Tahar Bouhafs Managing Director 3 Nov. 2004 M 0 0 0 $0
Emily Nagle Green Managing Director 27 Okt. 2003 M 16.136 0 0 $0
Neil Bradford Direktur 1 Juni 2026 F 45.602 0 0 $0
Cory Munchbach Direktur 12 Mei 2026 A 22.737 0 0 $0
Robert Paul Bennett Direktur 12 Mei 2026 A 27.305 0 0 $0
Anthony J Friscia Direktur 12 Mei 2026 A 41.938 0 0 $0
Warren N Romine Direktur 12 Mei 2026 A 29.702 0 0 $0
David Boyce Direktur 3 Juni 2024 A 20.362 0 0 $0
Yvonne Wassenaar Direktur 3 Juni 2024 A 26.423 0 0 $0
Robert Galford Direktur 3 Juni 2024 A 27.226 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
P2 Capital Partners, LLC, P2 Capital Master Fund I, L.P., P2 Capital Master Fund VI, L.P., P2 Capital Master Fund XII, L.P., Claus Moller ×7 pengajuan 1 Maret 2017 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 17 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
FSCC · Federated Hermes ETF Trust 0,09% 34.139 NS 31 Mei 2026 N-PORT
IWC · iShares Trust 0,03% 40.637 SH 8 Agu 2026 Harian
GSSC · Goldman Sachs ETF Trust 0,01% 17.080 NS 31 Mei 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,01% 12.849 SH 8 Agu 2026 Harian
AVSC · AMERICAN CENTURY ETF TRUST 0,00% 11.718 NS 31 Mei 2026 N-PORT
DFAS · Dimensional ETF Trust 0,00% 65.328 NS 30 April 2026 N-PORT
RSSL · Global X Funds 0,00% 5.162 NS 30 April 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,00% 30.470 NS 31 Mei 2026 N-PORT
ITWO · ProShares Trust 0,00% 539 NS 31 Mei 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,00% 57.881 NS 31 Mei 2026 N-PORT
UWM · ProShares Trust 0,00% 421 NS 31 Mei 2026 N-PORT
URTY · ProShares Trust 0,00% 426 NS 31 Mei 2026 N-PORT
HDG · ProShares Trust 0,00% 11 NS 31 Mei 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 7.000 NS 31 Mei 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 135.053 SH 8 Agu 2026 Harian
VTI · VANGUARD INDEX FUNDS 0,00% 351.436 SH 8 Agu 2026 Harian
VIS · VANGUARD WORLD FUND 0,00% 15.003 SH 8 Agu 2026 Harian