TKNO Alpha Teknova, Inc. - Common Stock

NASDAQ · Life Sciences Tools & Services · Lihat di SEC EDGAR ↗
$7,16
Harga · Agu 18, 2026
Fundamental per Agu 6, 2026

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

Harga
$7.16
Kapitalisasi Pasar
$384M
P/E (TTM)
-22.4
EPS (TTM)
$-0.32
Pendapatan (TTM)
$41M
Imbal Hasil Dividen
ROE
-23.8%
D/E Utang/Ekuitas
0.0
Rentang 52M
$2 – $8

TKNO 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 $41M
6-point trend, +29.5%
2020-12-31 2025-12-31
EPS $-0.32
6-point trend, -300.0%
2020-12-31 2025-12-31
Arus Kas Bebas $-10M
5-point trend, +66.2%
2021-12-31 2025-12-31
Margin -42.6%
5-point trend, -30.5%
2021-12-31 2025-12-31

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

Metrik
Tren 5 Tahun
TKNO
Median Rekan
P/E (TTM)
5-point trend, +64.6%
-22.4
17.5
P/S (TTM)
5-point trend, -67.7%
9.5
3.3
P/B
5-point trend, -26.1%
5.6
2.1
EV / EBITDA
2-point trend, +20.1%
-34.1
Price / FCF (Harga / FCF)
5-point trend, -4.9%
-39.2

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

Metrik
Tren 5 Tahun
TKNO
Median Rekan
Gross Margin (Margin Kotor)
5-point trend, -30.5%
33.2%
42.5%
Operating Margin (Margin Operasi)
5-point trend, -28.7%
-41.9%
Net Profit Margin (Margin Laba Bersih)
5-point trend, -60.3%
-42.6%
-56.5%
ROA
5-point trend, -81.5%
-15.5%
-17.2%
ROE
5-point trend, -252.0%
-23.8%
-41.3%
ROIC
5-point trend, -281.1%
-24.8%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
TKNO
Median Rekan
Debt / Equity (Utang / Ekuitas)
2-point trend, -100.0%
0.0
369.6
Current Ratio (Rasio Lancar)
5-point trend, -65.0%
4.6
4.9
Quick Ratio (Rasio Cepat)
5-point trend, -71.1%
3.4

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

Metrik
Tren 5 Tahun
TKNO
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, +9.8%
7.3%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, +9.8%
-0.73%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, +9.8%
5.3%

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

Metrik
Tren 5 Tahun
TKNO
Median Rekan
EPS (Diluted)
5-point trend, +47.5%
$-0.32

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
TKNO
Median Rekan

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

BELI 12 analis
  • Beli Kuat 4 33,3%
  • Beli 5 41,7%
  • Tahan 3 25,0%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

5 analis · 2026-08-19
Target median $8.00 +11,7%
Target rata-rata $8.60 +20,1%

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 $-0.06 $-0.09 0.03%
31 Maret 2026 $-0.08 $-0.09 0.01%
31 Des. 2025 $-0.09 $-0.09 0.00%
30 Sep. 2025 $-0.08 $-0.10 0.02%
30 Juni 2025 $-0.07 $-0.10 0.03%
31 Maret 2025 $-0.09 $-0.11 0.02%

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

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
TKNO $204M -11.9 7.3% -42.6% -23.8% 33.2%
CYRX $479M 6.9 12.4% 44.4% 15.3% 47.1%
CTKB $649M 505.0 0.52% -33.0% -18.5% 51.8%
MLAB $489M 73.1 3.4% 2.7% 3.7% 63.5%
OABI
DNA $484M -1.5 -25.1% -183.8% -55.8%
PACB $565M -1.0 3.9% -341.5% -1634.9% 28.6%
LAB $495M -6.4 -6.2% -87.8% -17.6% 49.9%
LFCR $249M -5.3 0.47% -30.0% -461.3% 31.3%
CDXS $147M -3.3 18.6% -62.5% -82.8%
QSI

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

Laporan Laba Rugi 16
Data Laporan Laba Rugi Tahunan untuk TKNO
Metrik Tren 202520242023202220212020
Revenue 6-point trend, +29.5% $41M $38M $37M $41M $37M $31M
Cost of Revenue 6-point trend, +100.0% $27M $31M $26M $24M $19M $14M
Gross Profit 6-point trend, -24.3% $13M $7M $10M $17M $18M $18M
R&D Expense 6-point trend, +45.8% $2M $3M $6M $8M $4M $2M
SG&A Expense 6-point trend, +147.5% $20M $23M $25M $28M $20M $8M
Operating Expenses 6-point trend, +132.3% $30M $33M $46M $67M $30M $13M
Operating Income 6-point trend, -464.1% $-17M $-26M $-36M $-50M $-12M $5M
Other Non-op 6-point trend, -837.5% $-225.0K $-687.0K $142.0K $55.0K $-40.0K $-24.0K
Pretax Income 6-point trend, -464.0% $-17M $-27M $-37M $-49M $-13M $5M
Income Tax 6-point trend, -95.0% $58.0K $-88.0K $-298.0K $-2M $-3M $1M
Net Income 6-point trend, -583.4% $-17M $-27M $-37M $-47M $-10M $4M
EPS (Basic) 6-point trend, -288.2% $-0.32 $-0.57 $-1.16 $-1.69 $-0.61 $0.17
EPS (Diluted) 6-point trend, -300.0% $-0.32 $-0.57 $-1.16 $-1.69 $-0.61 $0.16
Shares (Basic) 6-point trend, +1386.0% 53,483,075 46,745,905 31,819,776 28,083,563 16,087,653 3,599,232
Shares (Diluted) 6-point trend, +1307.2% 53,483,075 46,745,905 31,819,776 28,083,563 16,087,653 3,800,636
EBITDA 5-point trend, -16.5% $-11M $-20M $-30M $-46M $-9M ·
Neraca 28
Data Neraca Tahunan untuk TKNO
Metrik Tren 202520242023202220212020
Cash & Equivalents 6-point trend, +78.3% $6M $4M $28M $42M $88M $3M
Short-term Investments 5-point trend, +751.8% $15M $27M $0 · $0 $2M
Receivables 6-point trend, -0.1% $5M $4M $4M $4M $5M $5M
Inventory 6-point trend, +96.9% $7M $7M $12M $12M $5M $4M
Prepaid Expense 6-point trend, -9.9% $2M $1M $2M $2M $2M $2M
Current Assets 6-point trend, +110.3% $35M $43M $46M $61M $101M $16M
PP&E (Net) 6-point trend, +317.0% $42M $46M $50M $52M $30M $10M
PP&E (Gross) 4-point trend, +523.1% · · $56M $28M $13M $9M
Accum. Depreciation 6-point trend, +1645.9% $17M $12M $8M $5M $2M $995.0K
Goodwill 3-point trend, -100.0% · · · $0 $17M $17M
Intangibles 6-point trend, -39.8% $12M $13M $14M $18M $19M $20M
Other Non-current Assets 6-point trend, +5254.2% $1M $1M $2M $2M $180.0K $24.0K
Total Assets 6-point trend, +64.7% $104M $119M $129M $152M $167M $63M
Accounts Payable 6-point trend, -15.7% $1M $825.0K $1M $2M $2M $2M
Accrued Liabilities 6-point trend, +84.1% $4M $5M $6M $6M $6M $2M
Current Liabilities 6-point trend, +90.2% $8M $11M $9M $11M $8M $4M
Capital Leases 5-point trend, +13270000.00 $13M $15M $15M $18M $0 ·
Deferred Tax 6-point trend, -85.3% $879.0K $827.0K $919.0K $1M $3M $6M
Total Liabilities 6-point trend, +231.3% $35M $36M $39M $52M $23M $11M
Long-term Debt 6-point trend, +13123000.00 $13M $9M $13M $22M $12M $0
Total Debt 2-point trend, -100.0% $0 $4M · · · ·
Common Stock 6-point trend, +1000.00 $1.0K $1.0K $0 $0 $0 $0
Paid-in Capital 6-point trend, +1311.3% $205M $201M $182M $155M $151M $14M
Retained Earnings 6-point trend, -6095.1% $-136M $-119M $-92M $-55M $-8M $2M
AOCI 2-point trend, -100.0% · · · · $0 $7.0K
Stockholders' Equity 6-point trend, +310.2% $69M $82M $90M $100M $143M $17M
Liabilities + Equity 6-point trend, +64.7% $104M $119M $129M $152M $167M $63M
Shares Outstanding 6-point trend, +1388.2% 53,562,154 53,409,727 40,793,848 28,179,423 28,012,017 3,599,232
Arus Kas 15
Data Arus Kas Tahunan untuk TKNO
Metrik Tren 202520242023202220212020
D&A 6-point trend, +210.3% $6M $7M $6M $3M $3M $2M
Stock-based Comp 6-point trend, +1043.0% $3M $4M $4M $4M $2M $300.0K
Amort. of Intangibles Flat — no change across 6 periods $1M $1M $1M $1M $1M $1M
Other Non-cash 5-point trend, +68.7% $-1M $4M $8M $13M $-4M ·
Operating Cash Flow 6-point trend, -445.1% $-9M $-12M $-19M $-27M $-9M $3M
CapEx 6-point trend, -79.0% $1M $1M $8M $28M $20M $5M
Investing Cash Flow 6-point trend, +716.7% $11M $-27M $-8M $-28M $-18M $-2M
Debt Issued 3-point trend, -100.0% · · $0 $10M $12M ·
Net Debt Issued 4-point trend, +0.00 · $0 $-10M $10M $0 ·
Stock Issued 4-point trend, +0.00 $0 $15M $23M $0 · ·
Net Stock Activity 3-point trend, -100.0% $0 $15M $23M · · ·
Financing Cash Flow 6-point trend, +109.4% $151.0K $15M $13M $10M $111M $-2M
Net Change in Cash 6-point trend, +365.9% $2M $-25M $-14M $-45M $84M $-829.0K
Taxes Paid 2-point trend, -94.9% $2.0K $39.0K · · · ·
Free Cash Flow 5-point trend, +66.2% $-10M $-14M $-27M $-56M $-29M ·
Profitabilitas 8
Data Profitabilitas Tahunan untuk TKNO
Metrik Tren 202520242023202220212020
Gross Margin 5-point trend, -30.5% 33.2% 19.2% 28.1% 42.2% 47.8% ·
Operating Margin 5-point trend, -28.7% -41.9% -69.3% -96.9% -119.9% -32.6% ·
Net Margin 5-point trend, -60.3% -42.6% -70.9% -100.3% -114.6% -26.6% ·
Pretax Margin 5-point trend, -23.9% -42.4% -71.1% -101.1% -119.2% -34.2% ·
EBITDA Margin 5-point trend, -6.1% -26.2% -51.8% -81.5% -112.2% -24.7% ·
ROA 5-point trend, -81.5% -15.5% -21.6% -26.2% -29.8% -8.6% ·
ROE 5-point trend, -252.0% -23.8% -31.5% -38.8% -44.8% -6.8% ·
ROIC 5-point trend, -281.1% -24.8% -30.1% -39.2% -47.8% -6.5% ·
Likuiditas & Solvabilitas 3
Data Likuiditas & Solvabilitas Tahunan untuk TKNO
Metrik Tren 202520242023202220212020
Current Ratio 5-point trend, -65.0% 4.6 3.8 5.1 5.6 13.1 ·
Quick Ratio 5-point trend, -71.1% 3.4 3.1 3.7 0.4 11.9 ·
Debt / Equity 2-point trend, -100.0% 0.0 0.0 · · · ·
Efisiensi 3
Data Efisiensi Tahunan untuk TKNO
Metrik Tren 202520242023202220212020
Asset Turnover 5-point trend, +13.3% 0.4 0.3 0.3 0.3 0.3 ·
Inventory Turnover 5-point trend, -9.0% 3.9 3.3 2.2 2.7 4.3 ·
Receivables Turnover 5-point trend, +14.2% 9.1 9.1 8.9 9.3 7.9 ·
Per Saham 5
Data Per Saham Tahunan untuk TKNO
Metrik Tren 202520242023202220212020
Book Value / Share 5-point trend, -74.9% $1.28 $1.54 $2.21 $3.54 $5.11 ·
Revenue / Share 5-point trend, -67.0% $0.76 $0.81 $1.15 $1.47 $2.29 ·
Cash Flow / Share 5-point trend, +71.3% $-0.16 $-0.27 $-0.59 $-0.98 $-0.56 ·
Cash / Share 4-point trend, -96.5% $0.11 $0.07 $0.70 · $3.12 ·
EPS (TTM) 5-point trend, +47.5% $-0.32 $-0.57 $-1.16 $-1.69 $-0.61 ·
Tingkat Pertumbuhan 3
Data Tingkat Pertumbuhan Tahunan untuk TKNO
Metrik Tren 202520242023202220212020
Revenue YoY 5-point trend, -58.9% 7.3% 2.9% -11.4% 12.3% 17.9% ·
Revenue CAGR 3Y 3-point trend, -113.4% -0.73% 0.76% 5.4% · · ·
Revenue CAGR 5Y 5.3% · · · · ·
Valuasi (TTM) 14
Data Valuasi (TTM) Tahunan untuk TKNO
Metrik Tren 202520242023202220212020
Revenue TTM 5-point trend, +9.8% $41M $38M $37M $41M $37M ·
Net Income TTM 5-point trend, -76.1% $-17M $-27M $-37M $-47M $-10M ·
Market Cap 5-point trend, -64.5% $204M $446M $152M $159M $574M ·
Enterprise Value 2-point trend, -56.6% $182M $420M · · · ·
P/E 5-point trend, +64.6% -11.9 -14.6 -3.2 -3.3 -33.6 ·
P/S 5-point trend, -67.7% 5.0 11.8 4.1 3.8 15.6 ·
P/B 5-point trend, -26.1% 3.0 5.4 1.7 1.6 4.0 ·
P / Tangible Book 5-point trend, -32.6% 3.6 6.4 2.0 1.9 5.3 ·
P / Cash Flow 5-point trend, +62.8% -23.5 -36.0 -8.1 -5.8 -63.3 ·
P / FCF 5-point trend, -4.9% -20.8 -33.0 -5.7 -2.9 -19.8 ·
EV / EBITDA 2-point trend, +20.1% -17.1 -21.4 · · · ·
EV / FCF 2-point trend, +40.1% -18.6 -31.0 · · · ·
EV / Revenue 2-point trend, -59.6% 4.5 11.1 · · · ·
Earnings Yield 5-point trend, -182.6% -8.4% -6.8% -31.1% -30.0% -3.0% ·

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 $41M$38M$37M$41M$37M
Margin Kotor % 33.2%19.2%28.1%42.2%47.8%
Margin Operasi % -41.9%-69.3%-96.9%-119.9%-32.6%
Laba Bersih $-17M$-27M$-37M$-47M$-10M
EPS Dilusian $-0.32$-0.57$-1.16$-1.69$-0.61
Neraca
2025-12-312024-12-312023-12-312022-12-312021-12-31
Utang / Ekuitas 0.00.0
Rasio Lancar 4.63.85.15.613.1
Rasio Cepat 3.43.13.70.411.9
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $-10M$-14M$-27M$-56M$-29M

Metrik Saya Daftar pantauan pribadi Anda — baris yang dipilih dari Fundamental Lengkap

📊

Pilih metrik yang penting bagi Anda — klik ➕ di sebelah baris mana pun di Fundamental Lengkap di atas.

Pilihan Anda disimpan dan mengikuti Anda di semua ticker.

Pemilik institusional (13F) 85 pengaju · $46.0M 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
17 (-2 vs Kuartal sebelumnya) 7 (-6 vs Kuartal sebelumnya) 29 (+7 vs Kuartal sebelumnya) 19 (+1 vs Kuartal sebelumnya) +2.0M

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
ROYCE & ASSOCIATES LP $9.436.724 1.661.395 20,53% Saham
VANGUARD CAPITAL MANAGEMENT LLC $9.167.776 1.614.045 19,95% Saham
Roubaix Capital, LLC $8.971.015 1.579.404 19,52% Saham
UBS Group AG $3.589.573 631.967 7,81% Saham
VANGUARD GROUP INC $1.953.926 514.191 4,25% Saham
Conestoga Capital Advisors, LLC $1.786.667 314.554 3,89% Saham
GEODE CAPITAL MANAGEMENT, LLC $1.541.252 271.257 3,35% Saham
BANK OF AMERICA CORP /DE/ $1.452.717 255.760 3,16% Saham
STATE STREET CORP $936.547 164.885 2,04% Saham
GOLDMAN SACHS GROUP INC $874.300 153.926 1,90% Saham
VANGUARD FIDUCIARY TRUST CO $587.693 103.467 1,28% Saham
BRIDGEWAY CAPITAL MANAGEMENT, LLC $459.512 80.900 1,00% Saham
Divisadero Street Capital Management, LP $447.993 78.872 0,97% Saham
Bank of New York Mellon Corp $446.368 78.586 0,97% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $432.032 76.062 0,94% Saham
MILLENNIUM MANAGEMENT LLC $425.807 74.966 0,93% Saham
NANO CAP NEW MILLENNIUM GROWTH FUND L P $383.400 67.500 0,83% Saham
Apollo Management Holdings, L.P. $369.404 65.036 0,80% Saham
WELLS FARGO & COMPANY/MN $339.465 59.765 0,74% Saham
Walleye Capital LLC $263.336 46.362 0,57% Saham
Squarepoint Ops LLC $204.185 35.948 0,44% Saham
JANE STREET GROUP, LLC $178.210 31.375 0,39% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $174.393 30.703 0,38% Saham
Fielder Capital Group LLC $143.488 25.262 0,31% Saham
CITADEL ADVISORS LLC $133.940 23.581 0,29% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $115.412 20.319 0,25% Saham
Nuveen, LLC $80.417 14.158 0,17% Saham
XTX Topco Ltd $77.242 13.599 0,17% Saham
RHUMBLINE ADVISERS $75.407 13.277 0,16% Saham
NEW YORK STATE COMMON RETIREMENT FUND $71.000 12.500 0,15% Saham
Vanguard Personalized Indexing Management, LLC $69.853 12.298 0,15% Saham
IEQ CAPITAL, LLC $62.389 10.984 0,14% Saham
FMR LLC $62.236 10.957 0,14% Saham
DEUTSCHE BANK AG\ $61.992 10.914 0,13% Saham
SHERBROOKE PARK ADVISERS LLC $49.202 12.948 0,11% Saham
China Universal Asset Management Co., Ltd. $48.467 8.533 0,11% Saham
Pinnacle Wealth Planning Services, Inc. $43.611 7.678 0,09% Saham
MORGAN STANLEY $36.358 6.401 0,08% Saham
BARCLAYS PLC $33.114 5.830 0,07% Saham
CITIGROUP INC $32.819 5.778 0,07% Saham
ALLIANCEBERNSTEIN L.P. $29.189 10.100 0,06% Saham
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $29.110 5.125 0,06% Saham
JPMORGAN CHASE & CO $25.362 4.473 0,06% Saham
Police & Firemen's Retirement System of New Jersey $24.458 4.306 0,05% Saham
MERCER GLOBAL ADVISORS INC /ADV $20.528 3.614 0,04% Saham
DIMENSIONAL FUND ADVISORS LP $19.977 3.517 0,04% Saham
BNP PARIBAS FINANCIAL MARKETS $19.397 3.415 0,04% Saham
Vanguard Global Advisers, LLC $19.085 3.360 0,04% Saham
BlackRock, Inc. $16.949 2.984 0,04% Saham
Russell Investments Group, Ltd. $16.795 2.957 0,04% Saham
Arax Advisory Partners $14.961 2.634 0,03% Saham
Mirae Asset Global Investments Co., Ltd. $13.621 2.398 0,03% Saham
Tower Research Capital LLC (TRC) $12.746 2.244 0,03% Saham
CWM, LLC $11.811 4.087 0,03% Saham
CREDIT INDUSTRIEL ET COMMERCIAL $11.360 2.000 0,02% Saham
NORTHERN TRUST CORP $9.514 1.675 0,02% Saham
PNC Financial Services Group, Inc. $7.850 1.382 0,02% Saham
GF FUND MANAGEMENT CO. LTD. $6.310 1.111 0,01% Saham
Ameritas Investment Partners, Inc. $6.293 1.108 0,01% Saham
Legal & General Group Plc $5.652 995 0,01% Saham
Integrated Wealth Concepts LLC $4.260 750 0,01% Saham
GAMMA Investing LLC $3.709 653 0,01% Saham
Cerity Partners LLC $3.244 571 0,01% Saham
ROYAL BANK OF CANADA $2.000 360 0,00% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1.696 587 0,00% Saham
Allworth Financial LP $1.386 244 0,00% Saham
Sterling Capital Management LLC $1.153 203 0,00% Saham
Essential Partners LLC $943 166 0,00% Saham
NISA INVESTMENT ADVISORS, LLC $517 91 0,00% Saham
Farther Finance Advisors, LLC $443 78 0,00% Saham
ROTHSCHILD INVESTMENT LLC $398 70 0,00% Saham
IFP Advisors, Inc $381 67 0,00% Saham
GSA CAPITAL PARTNERS LLP $303 53.298 0,00% Saham
Transamerica Financial Advisors, LLC $238 42 0,00% Saham
SJS Investment Consulting Inc. $211 37 0,00% Saham
EverSource Wealth Advisors, LLC $199 35 0,00% Saham
Zurcher Kantonalbank (Zurich Cantonalbank) $97 17 0,00% Saham
AQR CAPITAL MANAGEMENT LLC $91 16 0,00% Saham
Fortitude Family Office, LLC $80 14 0,00% Saham
True Wealth Design, LLC $57 10 0,00% Saham
Clearstead Advisors, LLC $40 7 0,00% Saham
Wealth Enhancement Trust Services, Inc. $28 5 0,00% Saham
Sunbelt Securities, Inc. $14 5 0,00% Saham
JPL Wealth Management, LLC $6 1 0,00% Saham
Caitong International Asset Management Co., Ltd $6 1 0,00% Saham

Orang dalam perusahaan 8 orang dalam · 2 pejabat · 4 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Stephen Gunstream President and CEO 30 Sep. 2022 M 58.000 0 0 $0
Ken Gelhaus Chief Commercial Officer 17 Nov. 2021 A 0 0 $0
Martha J Demski Direktur 14 Juli 2026 J 12.000 0 0 $0
Alexander Vos Direktur 1 Juni 2026 A 0 0 $0
Brett Robertson Direktur 1 Juni 2026 A 0 0 $0
Lisa Hood 24 Juni 2021 A 0 0 $0
Matthew Lowell 24 Juni 2021 A 0 0 $0
Robert Mcnamara 24 Juni 2021 A 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
Telegraph Hill Partners IV, L.P., THP IV Affiliates Fund, LLC, Telegraph Hill Partners IV Investment Management, LLC, Telegraph Hill Partners V, L.P., THP V Affiliates Fund, LLC, Telegraph Hill Partners V Investment Management, LLC, Telegraph Hill Partners Management Company, LLC 19 Juli 2024 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 19 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
IBBQ · Invesco Exchange-Traded Fund Trust … 0,02% 2.886 SH 8 Agu 2026 Harian
IWC · iShares Trust 0,02% 37.732 SH 8 Agu 2026 Harian
BIB · ProShares Trust 0,01% 1.981 NS 31 Mei 2026 N-PORT
IBB · iShares Trust 0,01% 79.757 SH 8 Agu 2026 Harian
IWO · iShares Trust 0,00% 93.921 SH 8 Agu 2026 Harian
IWN · iShares Trust 0,00% 78.960 SH 8 Agu 2026 Harian
IWM · iShares Trust 0,00% 299.664 SH 8 Agu 2026 Harian
ITWO · ProShares Trust 0,00% 512 NS 31 Mei 2026 N-PORT
RSSL · Global X Funds 0,00% 4.773 NS 30 April 2026 N-PORT
UWM · ProShares Trust 0,00% 399 NS 31 Mei 2026 N-PORT
URTY · ProShares Trust 0,00% 403 NS 31 Mei 2026 N-PORT
HDG · ProShares Trust 0,00% 10 NS 31 Mei 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 113.404 SH 8 Agu 2026 Harian
VTI · VANGUARD INDEX FUNDS 0,00% 1.477.356 SH 8 Agu 2026 Harian
VTWO · VANGUARD SCOTTSDALE FUNDS 0,00% 65.134 SH 8 Agu 2026 Harian
VTWV · VANGUARD SCOTTSDALE FUNDS 0,00% 8.574 SH 8 Agu 2026 Harian
VTWG · VANGUARD SCOTTSDALE FUNDS 0,00% 1.437 SH 8 Agu 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 917 SH 8 Agu 2026 Harian
DFAS · Dimensional ETF Trust 0,00% 1.717 NS 30 April 2026 N-PORT