TWLO Twilio Inc. Class A Common Stock
$226,22
Harga · Agu 19, 2026
Fundamental per Agu 7, 2026
Rentang 52M
$98–$258
80% of range
Peringkat Analis
BUY
38 analysts
Target Harga
$250
+11% upside
P/E (TTM)
1077.2
ROE
0.43%
Margin Laba Bersih
0.67%
Tentang Twilio Inc. Class A Common Stock Tinjauan perusahaan dari Wikipedia
Twilio Inc. adalah perusahaan komunikasi berbasis cloud asal Amerika Serikat yang berpusat di San Francisco, California. Twilio menyediakan alat komunikasi yang dapat diprogram untuk melakukan dan menerima panggilan telepon, mengirim dan menerima pesan teks, serta menjalankan berbagai fungsi komunikasi lainnya melalui API layanan web mereka.
Baca selengkapnya
Twilio Inc. adalah perusahaan komunikasi berbasis cloud asal Amerika Serikat yang berpusat di San Francisco, California. Twilio menyediakan alat komunikasi yang dapat diprogram untuk melakukan dan menerima panggilan telepon, mengirim dan menerima pesan teks, serta menjalankan berbagai fungsi komunikasi lainnya melalui API layanan web mereka.
Sejarah
Twilio didirikan pada tahun 2008 oleh lulusan Universitas Michigan, yaitu Jeff Lawson, Evan Cooke, dan John Wolthuis. Awalnya, perusahaan berbasis di Seattle, Washington, dan San Francisco, California. Pada 20 November 2008, Twilio meluncurkan Twilio Voice, sebuah API untuk melakukan dan menerima panggilan telepon sepenuhnya melalui cloud. API pengiriman pesan teks dirilis pada Februari 2010, sedangkan SMS shortcode dirilis dalam versi beta publik pada Juli 2011. Perusahaan ini mengumpulkan sekitar $103 juta dana ventura untuk pertumbuhan. Pendanaan awal (seed funding) diperoleh pada Maret 2009 dari Mitch Kapor, The Founders Fund, Dave McClure, David G. Cohen, Chris Sacca, Manu Kumar, K9 Ventures, dan Jeff Fluhr. Pendanaan Series A dipimpin oleh Union Square Ventures senilai $3,7 juta, sementara Series B senilai $12 juta dipimpin oleh Bessemer Venture Partners. Pada Desember 2011, Twilio menerima $17 juta dalam Series C dari Bessemer Venture Partners dan Union Square Ventures.
Akuisisi
Pada Februari 2015, Twilio mengakuisisi Authy, sebuah startup yang didukung oleh Y Combinator yang menyediakan layanan otentikasi dua faktor untuk pengguna akhir, pengembang, dan perusahaan. Pada September 2016, Twilio mengakuisisi Tikal Technologies, tim pengembang di balik proyek open-source Kurento WebRTC, senilai $8,5 juta.
Pada Februari 2017, Twilio mengakuisisi Beepsend, penyedia layanan SMS yang berbasis di Swedia, dengan jumlah yang tidak diungkapkan. Pada September 2018, perusahaan mengumumkan akuisisi Ytica, sebuah perusahaan analitik suara yang berbasis di Praha, Republik Ceko, juga dengan jumlah yang tidak diungkapkan.
Pada Oktober 2018, Twilio mengumumkan akuisisi SendGrid, platform komunikasi pelanggan yang berbasis di Denver, Colorado, untuk email transaksi dan pemasaran, senilai $2 miliar. Kedua perusahaan secara resmi bergabung pada Februari 2019 dalam kesepakatan senilai $3 miliar. Pada November 2018, Twilio mengakuisisi Core Network Dynamics GmbH, perusahaan virtual evolved packet core yang berbasis di Berlin, Jerman.
Pada Juli 2020, Twilio mengakuisisi Electric Imp, perusahaan platform Internet of Things, dengan jumlah yang tidak diungkapkan. Pada Oktober tahun yang sama, perusahaan mengakuisisi Segment, platform untuk mengumpulkan, membersihkan, dan mengaktifkan data pelanggan, senilai $3,2 miliar.
Pada Mei 2021, Twilio mengakuisisi Ionic Security, platform keamanan data, senilai $30,2 juta, dan Zipwhip, penyedia layanan pesan bebas pulsa, senilai $850 juta. Pada Januari 2022, Twilio mengumumkan kesepakatan untuk mengakuisisi Boku Identity, Inc. dari Boku, Inc., senilai $32,3 juta.
Pada Oktober 2025, Twilio mengumumkan akuisisi Stytch, sebuah platform identitas untuk agen AI. Akuisisi-akuisisi ini mencerminkan strategi Twilio yang berkelanjutan untuk memperluas kapabilitasnya di bidang otentikasi, analitik, komunikasi pelanggan, IoT, dan AI.
== Rujukan ==
Sumber: Wikipedia, CC BY-SA 4.0 · Lihat di Wikipedia ↗
TWLO Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
Harga
$226.22
Kapitalisasi Pasar
$34.48B
P/E (TTM)
1077.2
EPS (TTM)
$0.21
Pendapatan (TTM)
$5.07B
Imbal Hasil Dividen
—
ROE
0.43%
D/E Utang/Ekuitas
—
Rentang 52M
$98 – $258
TWLO Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
Configure
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Pendapatan & Laba Bersih
$5.07B
2018-12-31
→
2025-12-31
EPS
$0.21
2019-12-31
→
2025-12-31
Arus Kas Bebas
—
2018-12-31
→
2020-12-31
Margin
0.67%
2018-12-31
→
2025-12-31
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
Metrik
Tren 5 Tahun
TWLO
Median Rekan
P/E (TTM)
1077.2
52.1
P/S (TTM)
6.8
8.2
P/B
4.4
6.0
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
Metrik
Tren 5 Tahun
TWLO
Median Rekan
Gross Margin (Margin Kotor)
48.9%
61.6%
Operating Margin (Margin Operasi)
3.1%
—
Net Profit Margin (Margin Laba Bersih)
0.67%
5.0%
ROA
0.34%
1.8%
ROE
0.43%
2.4%
ROIC
1.2%
—
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
Metrik
Tren 5 Tahun
TWLO
Median Rekan
Current Ratio (Rasio Lancar)
4.0
1.4
Quick Ratio (Rasio Cepat)
1.5
—
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
Metrik
Tren 5 Tahun
TWLO
Median Rekan
Revenue YoY (Pendapatan YoY)
13.7%
—
Revenue CAGR 3Y (CAGR Pendapatan 3T)
9.8%
—
Revenue CAGR 5Y (CAGR Pendapatan 5T)
23.5%
—
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
Metrik
Tren 5 Tahun
TWLO
Median Rekan
TWLO Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
BELI
38 analis
- Beli Kuat 13 34,2%
- Beli 19 50,0%
- Tahan 5 13,2%
- Jual 1 2,6%
- Jual Kuat 0 0,0%
Target Harga 12 Bulan
31 analis · 2026-08-19
Median
$261.00
Sekarang
$226.22
Rendah
$135.50
Tinggi
$330.00
Target median
$261.00
+15,4%
Target rata-rata
$250.08
+10,5%
Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
Kejutan Rata-rata
0.14%
| Periode | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|
| 30 Juni 2026 | $1.47 | $1.34 | 0.12% |
| 31 Maret 2026 | $1.50 | $1.30 | 0.20% |
| 31 Des. 2025 | $1.33 | $1.26 | 0.07% |
| 30 Sep. 2025 | $1.25 | $1.11 | 0.14% |
| 30 Juni 2025 | $1.19 | $1.07 | 0.12% |
| 31 Maret 2025 | $1.14 | $0.96 | 0.18% |
Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor
| Ticker | Kapitalisasi Pasar | P/E | Pendapatan YoY | Margin Bersih | ROE | Margin Kotor |
|---|---|---|---|---|---|---|
| TWLO | $21.68B | 677.3 | 13.7% | 0.67% | 0.43% | 48.9% |
| SNOW | $66.35B | -48.8 | 29.2% | -28.4% | -54.1% | 67.2% |
| NET | — | -679.8 | 29.8% | — | — | — |
| CRWV | $35.95B | -25.5 | 167.9% | -22.7% | -39.0% | — |
| MDB | $30.35B | -428.5 | 22.8% | -2.9% | -2.4% | 71.8% |
| VRSN | $22.33B | 117.4 | 6.4% | 49.8% | -39.8% | — |
| OKTA | — | 65.5 | 11.8% | 8.1% | 3.4% | 77.4% |
| AKAM | $12.63B | 28.4 | 5.4% | 10.7% | 9.6% | — |
| DOCN | $4.42B | 19.1 | 15.5% | 28.8% | -254.3% | 59.9% |
| GDDY | $16.72B | 19.9 | 8.3% | 17.7% | 282.5% | — |
| APLD | $13.61B | -52.0 | 167.5% | -30.1% | -11.6% | — |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi 17
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B | $1.13B | $650M | $399M | $277M | $167M | |
| Cost of Revenue | $2.59B | $2.18B | $2.11B | $2.01B | $1.45B | $846M | $526M | $301M | $183M | $121M | $74M | |
| Gross Profit | $2.48B | $2.28B | $2.04B | $1.81B | $1.39B | $916M | $609M | $349M | $216M | $157M | $92M | |
| R&D Expense | $1.02B | $1.01B | $943M | $1.08B | $789M | $531M | $391M | $171M | $121M | $78M | $43M | |
| SG&A Expense | $411M | $449M | $468M | $517M | $472M | $311M | $218M | $118M | $61M | $51M | $36M | |
| Operating Expenses | $2.32B | $2.33B | $2.92B | $3.02B | $2.31B | $1.41B | $979M | $464M | $282M | $198M | $128M | |
| Operating Income | $158M | $-54M | $-877M | $-1.21B | $-916M | $-493M | $-370M | $-115M | $-66M | $-41M | $-35M | |
| Interest Income | $71M | $90M | $78M | $65M | $56M | $32M | $21M | $3M | $3M | · | · | |
| Other Non-op | $79M | $82M | $48M | $-3M | $-45M | $-12M | $8M | $-6M | $3M | $317.0K | $11.0K | |
| Pretax Income | $55M | $-89M | $-997M | $-1.24B | $-961M | $-504M | $-362M | $-121M | $-63M | $-41M | $-35M | |
| Income Tax | $21M | $21M | $19M | $13M | $-11M | $-13M | $-55M | $791.0K | $705.0K | $326.0K | $122.0K | |
| Net Income | $34M | $-109M | $-1.02B | $-1.26B | $-950M | $-491M | $-307M | $-122M | $-64M | $-41M | $-36M | |
| EPS (Basic) | $0.22 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · | |
| EPS (Diluted) | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · | |
| Shares (Basic) | 152,986,390 | 165,925,128 | 183,327,844 | 182,994,038 | 174,180,465 | 146,708,663 | 130,083,046 | · | · | · | · | |
| Shares (Diluted) | 159,788,944 | 165,925,128 | 183,327,844 | 182,994,038 | 174,180,465 | 146,708,663 | 130,083,046 | · | · | · | · | |
| EBITDA | $353M | $152M | $-592M | $-926M | · | $-343M | $-259M | $-89M | $-47M | $-33M | · |
Neraca 26
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $682M | $421M | $656M | $652M | $1.48B | $934M | $254M | $487M | $115M | $306M | $109M | |
| Receivables | $637M | $589M | $563M | $548M | $388M | $251M | $154M | $98M | $43M | $26M | $19M | |
| Prepaid Expense | $470M | $474M | $329M | $282M | $186M | $81M | $55M | $27M | $19M | $22M | $9M | |
| Other Current Assets | $162M | $140M | $132M | · | · | · | · | · | · | · | · | |
| Current Assets | $3.58B | $3.45B | $4.90B | $4.98B | $5.93B | $3.37B | $2.06B | $873M | $353M | $353M | $136M | |
| PP&E (Net) | · | · | · | · | · | · | $141M | $64M | $51M | $38M | $14M | |
| PP&E (Gross) | · | · | · | · | · | · | $222M | $108M | $77M | $51M | $20M | |
| Accum. Depreciation | · | · | · | · | · | · | $81M | $45M | $26M | $13M | $6M | |
| Goodwill | $5.29B | $5.24B | $5.24B | $5.28B | $5.26B | $4.60B | $2.30B | $38M | $18M | $4M | $3M | |
| Intangibles | $142M | $239M | $350M | $850M | $1.05B | $967M | $461M | $28M | $20M | $10M | $2M | |
| Other Non-current Assets | $223M | $206M | $235M | $361M | $263M | $111M | $34M | $8M | $3M | $484.0K | $356.0K | |
| Total Assets | $9.77B | $9.87B | $11.61B | $12.56B | $13.00B | $9.49B | $5.15B | $1.03B | $450M | $413M | $158M | |
| Accounts Payable | $85M | $100M | $120M | $125M | $93M | $60M | $39M | $18M | $11M | $4M | $2M | |
| Short-term Debt | · | · | · | · | · | · | · | $0 | · | · | · | |
| Current Liabilities | $887M | $820M | $738M | $808M | $704M | $448M | $247M | $138M | $79M | $74M | $40M | |
| Capital Leases | $54M | $86M | $121M | $165M | $211M | $230M | $139M | $2M | · | · | · | |
| Deferred Tax | · | · | · | · | · | $14M | $8M | $5M | $2M | · | · | |
| Other Non-current Liabilities | $16M | $16M | $29M | $24M | $41M | $37M | $18M | $18M | $11M | $10M | $448.0K | |
| Total Liabilities | $1.95B | $1.91B | $1.88B | $2.01B | $1.97B | $1.03B | $871M | $590M | $90M | $83M | $41M | |
| Long-term Debt | $992M | $991M | $989M | $987M | $986M | $302M | · | · | · | · | · | |
| Common Stock | $152.0K | $153.0K | $182.0K | $186.0K | $180.0K | $164.0K | $138.0K | $100.0K | $94.0K | $87.0K | $17.0K | |
| Retained Earnings | $-8.34B | $-7.52B | $-5.07B | $-3.38B | $-2.12B | $-1.17B | $-679M | $-372M | $-250M | $-187M | $-145M | |
| AOCI | $16M | $-1M | $619.0K | $-121M | $-18M | $9M | $5M | $1M | $2M | · | · | |
| Stockholders' Equity | $7.82B | $7.95B | $9.73B | $10.56B | $11.03B | $8.45B | $4.28B | $438M | $360M | $329M | $117M | |
| Liabilities + Equity | $9.77B | $9.87B | $11.61B | $12.56B | $13.00B | $9.49B | $5.15B | $1.03B | $450M | $413M | $158M | |
| Shares Outstanding | 152,411,346 | 152,610,697 | 181,945,771 | 185,975,709 | 180,468,099 | 164,047,524 | 138,412,799 | 100,080,228 | 93,969,796 | 87,248,548 | 17,324,003 |
Arus Kas 16
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $195M | $206M | $284M | $279M | $258M | $150M | $110M | $26M | $19M | $8M | $4M | |
| Stock-based Comp | $600M | $617M | $676M | $799M | $632M | $361M | $264M | $93M | $50M | $24M | $9M | |
| Deferred Tax | $-1M | $-2M | $-17M | $-13M | $-20M | $-19M | $-58M | $-229.0K | $-295.0K | $29.0K | $-136.0K | |
| Amort. of Intangibles | $108M | $112M | $192M | $206M | $199M | $99M | $73M | $7M | $6M | $900.0K | $500.0K | |
| Restructuring | $15M | $13M | $166M | $77M | $0 | $0 | · | · | · | · | · | |
| Other Non-cash | $175M | $5M | $487M | $-63M | · | $32M | $4M | $11M | $-8M | $19M | · | |
| Operating Cash Flow | $1.00B | $716M | $415M | $-254M | $-58M | $33M | $14M | $8M | $-3M | $10M | $-19M | |
| CapEx | · | · | · | · | $46M | $26M | $45M | $5M | $10M | $14M | $2M | |
| Investing Cash Flow | $81M | $1.37B | $229M | $-616M | $-2.49B | $-846M | $-1.29B | $-139M | $-227M | $-35M | $-12M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | $65M | · | |
| Stock Repurchased | $869M | $2.33B | $669M | $0 | $0 | · | $0 | $0 | $100.0K | $2.0K | · | |
| Net Stock Activity | $-869M | $-2.33B | $-669M | · | · | · | $0 | · | · | $65M | · | |
| Financing Cash Flow | $-833M | $-2.31B | $-644M | $45M | $3.10B | $1.49B | $1.02B | $516M | $36M | $229M | $107M | |
| Net Change in Cash | $251M | $-224M | $-147.0K | $-826M | $548M | $680M | $-252M | $385M | $-193M | $204M | $76M | |
| Taxes Paid | $18M | $37M | $38M | $7M | $6M | $3M | $1M | $564.0K | $605.0K | · | · | |
| Free Cash Flow | · | · | · | · | · | $7M | $-31M | $3M | $-13M | $-4M | · |
Profitabilitas 8
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.9% | 51.1% | 49.2% | 47.4% | · | 52.0% | 53.7% | 53.7% | 54.2% | 56.5% | · | |
| Operating Margin | 3.1% | -1.2% | -21.1% | -31.5% | · | -28.0% | -32.6% | -17.7% | -16.6% | -14.9% | · | |
| Net Margin | 0.67% | -2.5% | -24.4% | -32.8% | · | -27.9% | -27.1% | -18.8% | -16.0% | -14.9% | · | |
| Pretax Margin | 1.1% | -2.0% | -24.0% | -32.5% | · | -28.6% | -31.9% | -18.6% | -15.8% | -14.8% | · | |
| EBITDA Margin | 7.0% | 3.4% | -14.2% | -24.2% | · | -19.5% | -22.9% | -13.7% | -11.9% | -11.9% | · | |
| ROA | 0.34% | -1.0% | -8.4% | -9.8% | · | -6.6% | -9.9% | -16.5% | -14.8% | -14.5% | · | |
| ROE | 0.43% | -1.4% | -10.3% | -11.9% | · | -6.9% | -7.2% | -28.0% | -18.5% | -18.5% | · | |
| ROIC | 1.2% | -0.83% | -9.2% | -11.5% | · | -5.7% | -7.3% | -26.5% | -18.6% | -12.6% | · |
Likuiditas & Solvabilitas 2
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.0 | 4.2 | 6.6 | 6.2 | · | 7.5 | 8.3 | 6.3 | 4.5 | 4.8 | · | |
| Quick Ratio | 1.5 | 1.2 | 1.7 | 1.5 | · | 2.6 | 1.6 | 4.2 | 2.0 | 4.5 | · |
Efisiensi 2
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | 0.3 | 0.3 | · | 0.2 | 0.4 | 0.9 | 0.9 | 1.0 | · | |
| Receivables Turnover | 8.3 | 7.7 | 7.5 | 8.2 | · | 7.9 | 9.0 | 9.2 | 11.5 | 12.2 | · |
Tingkat Pertumbuhan 3
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 13.7% | 7.3% | 8.6% | 34.6% | 61.3% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.8% | 16.2% | 33.1% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.5% | · | · | · | · | · | · | · | · | · | · |
Valuasi (TTM) 10
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B | $1.13B | $650M | $399M | $277M | · | |
| Net Income TTM | $34M | $-109M | $-1.02B | $-1.26B | $-950M | $-491M | $-307M | $-122M | $-64M | $-41M | · | |
| Market Cap | $21.68B | $16.49B | $13.80B | $9.11B | · | $55.53B | · | $8.94B | $2.22B | $2.52B | · | |
| P/E | 677.3 | -163.8 | -13.7 | -7.1 | -48.3 | -101.0 | -41.6 | · | · | · | · | |
| P/S | 4.3 | 3.7 | 3.3 | 2.4 | · | 31.5 | · | 13.7 | 5.6 | 9.1 | · | |
| P/B | 2.8 | 2.1 | 1.4 | 0.9 | · | 6.6 | · | 20.4 | 6.2 | 7.6 | · | |
| P / Tangible Book | 9.1 | 6.7 | 3.3 | 2.1 | 10.1 | 19.2 | · | · | · | · | · | |
| P / Cash Flow | 21.6 | 23.0 | 33.3 | -35.8 | · | 1700.6 | · | 1119.5 | -680.3 | 249.4 | · | |
| P / FCF | · | · | · | · | · | 8107.8 | · | 2696.0 | -177.3 | -616.5 | · | |
| Earnings Yield | 0.15% | -0.61% | -7.3% | -14.0% | -2.1% | -0.99% | -2.4% | · | · | · | · |
Laporan Laba Rugi 17
| Metrik | Tren | 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 | $1.50B | $1.41B | $1.37B | $1.30B | $1.23B | $1.17B | $1.19B | $1.13B | $1.08B | $1.05B | $1.08B | $1.03B | $1.04B | $1.01B | $1.02B | $983M | |
| Cost of Revenue | $773M | $723M | $704M | $668M | $626M | $591M | $595M | $555M | $527M | $503M | $545M | $517M | $532M | $516M | $543M | $521M | |
| Gross Profit | $726M | $684M | $662M | $632M | $603M | $582M | $600M | $579M | $556M | $544M | $531M | $516M | $506M | $491M | $481M | $462M | |
| R&D Expense | $273M | $262M | $260M | $262M | $243M | $254M | $244M | $262M | $243M | $260M | $236M | $242M | $227M | $239M | $274M | $285M | |
| SG&A Expense | $118M | $103M | $109M | $108M | $102M | $92M | $116M | $106M | $114M | $113M | $107M | $114M | $135M | $113M | $125M | $135M | |
| Operating Expenses | $641M | $577M | $606M | $591M | $566M | $558M | $586M | $584M | $575M | $588M | $893M | $625M | $648M | $755M | $700M | $919M | |
| Operating Income | $85M | $108M | $57M | $41M | $37M | $23M | $14M | $-5M | $-19M | $-44M | $-362M | $-109M | $-142M | $-264M | $-219M | $-457M | |
| Interest Income | $18M | $18M | $18M | $16M | $18M | $19M | $19M | $20M | $24M | $27M | $24M | $19M | $17M | $17M | $17M | $16M | |
| Other Non-op | $15M | $22M | $15M | $19M | $22M | $23M | $11M | $27M | $17M | $28M | $30M | $1.0K | $9M | $9M | $20M | $-8M | |
| Pretax Income | $76M | $102M | $-38M | $33M | $34M | $27M | $-14M | $-4M | $-26M | $-45M | $-360M | $-140M | $-165M | $-332M | $-220M | $-479M | |
| Income Tax | $-992M | $12M | $8M | $-5M | $11M | $7M | $-1M | $6M | $6M | $10M | $6M | $2M | $744.0K | $10M | $9M | $4M | |
| Net Income | $1.07B | $90M | $-46M | $37M | $22M | $20M | $-12M | $-10M | $-32M | $-55M | $-365M | $-142M | $-166M | $-342M | $-229M | $-482M | |
| EPS (Basic) | $6.99 | $0.59 | $-0.30 | $0.24 | $0.15 | $0.13 | $-0.10 | $-0.06 | $-0.19 | $-0.31 | $-2.01 | $-0.78 | $-0.91 | $-1.84 | $-1.23 | $-2.63 | |
| EPS (Diluted) | $6.68 | $0.57 | $-0.28 | $0.23 | $0.14 | $0.12 | $-0.10 | $-0.06 | $-0.19 | $-0.31 | $-2.01 | $-0.78 | $-0.91 | $-1.84 | $-1.23 | $-2.63 | |
| Shares (Basic) | 152,785,292 | 152,424,306 | -306,707,207 | 153,119,639 | 153,228,766 | 153,345,192 | -344,405,812 | 159,091,110 | 170,222,104 | 181,017,726 | -368,315,796 | 181,749,309 | 183,490,982 | 186,403,349 | -363,945,103 | 183,692,564 | |
| Shares (Diluted) | 159,708,166 | 157,759,141 | -320,907,052 | 159,209,951 | 159,691,758 | 161,794,287 | -344,405,812 | 159,091,110 | 170,222,104 | 181,017,726 | -368,315,796 | 181,749,309 | 183,490,982 | 186,403,349 | -363,945,103 | 183,692,564 | |
| EBITDA | $85M | $142M | · | $41M | $37M | $73M | · | $-5M | $-19M | $10M | · | $-109M | $-142M | $-193M | · | $-457M |
Neraca 21
| Metrik | Tren | 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 | $823M | $542M | $682M | $735M | $969M | $467M | $421M | $584M | $755M | $673M | $656M | $678M | $675M | $635M | $652M | $633M | |
| Receivables | $760M | $711M | $637M | $613M | $588M | $578M | $589M | $551M | $537M | $541M | · | $557M | $600M | $576M | · | $488M | |
| Prepaid Expense | $330M | $390M | $470M | $405M | $401M | $442M | $474M | $299M | $310M | $310M | · | $327M | $315M | $336M | · | $266M | |
| Other Current Assets | $106M | $113M | $162M | $125M | $139M | $121M | $140M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $3.75B | $3.45B | $3.58B | $3.48B | $3.53B | $3.47B | $3.45B | $3.55B | $3.96B | $4.68B | · | $4.74B | $4.66B | $4.86B | · | $4.96B | |
| Goodwill | $5.29B | $5.29B | $5.29B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.28B | $5.28B | $5.28B | |
| Intangibles | $114M | $125M | $142M | $157M | $184M | $211M | $239M | $266M | $293M | $322M | · | $679M | $728M | $798M | · | $901M | |
| Other Non-current Assets | $189M | $226M | $243M | $199M | $219M | $195M | $206M | $212M | $204M | $209M | · | $270M | $291M | $319M | · | $341M | |
| Total Assets | $10.84B | $9.58B | $9.77B | $9.71B | $9.85B | $9.81B | $9.87B | $10.04B | $10.51B | $11.29B | · | $11.86B | $11.90B | $12.30B | · | $12.61B | |
| Accounts Payable | $71M | $92M | $85M | $40M | $76M | $108M | $100M | $71M | $62M | $82M | · | $104M | $94M | $121M | · | $103M | |
| Current Liabilities | $811M | $740M | $887M | $742M | $720M | $726M | $820M | $701M | $711M | $715M | · | $726M | $760M | $788M | · | $864M | |
| Capital Leases | $43M | $43M | $54M | $68M | $77M | $78M | $86M | $95M | $103M | $110M | · | $134M | $146M | $162M | · | $176M | |
| Other Non-current Liabilities | $14M | $16M | $16M | $15M | $16M | $15M | $16M | $23M | $19M | $20M | · | $18M | $19M | $24M | · | $29M | |
| Total Liabilities | $1.86B | $1.79B | $1.95B | $1.82B | $1.80B | $1.81B | $1.91B | $1.81B | $1.83B | $1.84B | · | $1.88B | $1.93B | $1.98B | · | $2.08B | |
| Long-term Debt | $993M | $993M | $992M | $992M | $991M | $991M | $991M | $990M | $990M | $989M | · | $989M | $988M | $988M | · | $987M | |
| Common Stock | $154.0K | $152.0K | $152.0K | $152.0K | $154.0K | $153.0K | $153.0K | $155.0K | $164.0K | $177.0K | · | $182.0K | $181.0K | $186.0K | · | $184.0K | |
| Retained Earnings | $-7.51B | $-8.51B | $-8.34B | $-8.10B | $-7.79B | $-7.63B | $-7.52B | $-7.09B | $-6.45B | $-5.51B | · | $-4.58B | $-4.38B | $-3.84B | · | $-3.15B | |
| AOCI | $-5M | $-4M | $16M | $23M | $25M | $10M | $-1M | $24M | $-11M | $-5M | · | $-53M | $-60M | $-72M | · | $-165M | |
| Stockholders' Equity | $8.98B | $7.78B | $7.82B | $7.90B | $8.04B | $8.00B | $7.95B | $8.23B | $8.68B | $9.45B | $9.73B | $9.98B | $9.98B | $10.32B | $10.56B | $10.53B | |
| Liabilities + Equity | $10.84B | $9.58B | $9.77B | $9.71B | $9.85B | $9.81B | $9.87B | $10.04B | $10.51B | $11.29B | · | $11.86B | $11.90B | $12.30B | · | $12.61B | |
| Shares Outstanding | · | · | 152,411,346 | · | · | · | 152,610,697 | · | · | · | · | · | · | · | · | · |
Arus Kas 13
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $30M | $34M | $48M | $48M | $50M | $50M | $50M | $51M | $52M | $53M | $65M | $73M | $75M | $71M | $71M | $70M | |
| Stock-based Comp | $142M | $137M | $154M | $158M | $149M | $139M | $156M | $155M | $148M | $159M | $166M | $185M | $153M | $171M | $192M | $209M | |
| Amort. of Intangibles | $11M | $17M | $27M | $27M | $27M | $27M | $27M | $28M | $28M | $29M | $43M | $49M | $50M | $51M | $51M | $52M | |
| Restructuring | · | · | · | · | · | · | $-57.0K | $4M | $-310.0K | $10M | $25M | $3M | $15M | $122M | $4M | $72M | |
| Other Non-cash | · | $-108M | · | · | · | $-18M | · | · | · | $34M | · | · | · | $2M | · | · | |
| Operating Cash Flow | $372M | $153M | $272M | $264M | $277M | $191M | $108M | $204M | $213M | $190M | $223M | $206M | $84M | $-98M | $-58M | $-116M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $18M | |
| Investing Cash Flow | $-53M | $-41M | $-140M | $-162M | $402M | $-19M | $129M | $267M | $785M | $190M | $-137M | $-144M | $307M | $202M | $66M | $-47M | |
| Stock Repurchased | $70M | $253M | $198M | $347M | $197M | $126M | $420M | $641M | $917M | $357M | $120M | $64M | $370M | $115M | $0 | $0 | |
| Net Stock Activity | · | $-253M | · | · | · | $-126M | · | · | · | $-357M | · | · | · | $-115M | · | · | |
| Financing Cash Flow | $-38M | $-253M | $-183M | $-348M | $-176M | $-126M | $-408M | $-643M | $-898M | $-363M | $-107M | $-67M | $-348M | $-122M | $12M | $-1M | |
| Net Change in Cash | $281M | $-141M | $-52M | $-246M | $503M | $46M | $-170M | $-171M | $100M | $17M | $-22M | $-4M | $43M | $-17M | $19M | $-164M | |
| Taxes Paid | $2M | $21M | $2M | $3M | $8M | $5M | $11M | $6M | $9M | $11M | $15M | $5M | $14M | $3M | $2M | $1M |
Profitabilitas 8
| Metrik | Tren | 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 | 48.4% | 48.6% | · | 48.6% | 49.1% | 49.6% | · | 51.0% | 51.3% | 52.0% | · | 50.0% | 48.7% | 48.8% | · | 47.0% | |
| Operating Margin | 5.6% | 7.6% | · | 3.1% | 3.0% | 2.0% | · | -0.43% | -1.8% | -4.2% | · | -10.5% | -13.7% | -26.2% | · | -46.5% | |
| Net Margin | 71.2% | 6.4% | · | 2.9% | 1.8% | 1.7% | · | -0.86% | -2.9% | -5.3% | · | -13.7% | -16.0% | -34.0% | · | -49.1% | |
| Pretax Margin | 5.0% | 7.3% | · | 2.5% | 2.7% | 2.3% | · | -0.32% | -2.4% | -4.3% | · | -13.5% | -15.9% | -33.0% | · | -48.7% | |
| EBITDA Margin | 5.6% | 10.1% | · | 3.1% | 3.0% | 6.2% | · | -0.43% | -1.8% | 0.94% | · | -10.5% | -13.7% | -19.1% | · | -46.5% | |
| ROA | 10.3% | 0.93% | · | 0.38% | 0.22% | 0.19% | · | -0.09% | -0.28% | -0.47% | · | -1.2% | -1.3% | -2.7% | · | -3.8% | |
| ROE | 12.5% | 1.1% | · | 0.46% | 0.27% | 0.23% | · | -0.11% | -0.34% | -0.56% | · | -1.4% | -1.6% | -3.2% | · | -4.5% | |
| ROIC | 13.3% | 1.2% | · | 0.59% | 0.31% | 0.22% | · | -0.16% | -0.27% | -0.56% | · | -1.1% | -1.4% | -2.6% | · | -4.4% |
Likuiditas & Solvabilitas 2
| Metrik | Tren | 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 | 4.6 | 4.7 | · | 4.7 | 4.9 | 4.8 | · | 5.1 | 5.6 | 6.5 | · | 6.5 | 6.1 | 6.2 | · | 5.7 | |
| Quick Ratio | 2.0 | 1.7 | · | 1.8 | 2.2 | 1.4 | · | 1.6 | 1.8 | 1.7 | · | 1.7 | 1.7 | 1.5 | · | 1.3 |
Efisiensi 2
| Metrik | Tren | 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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 2.2 | 2.2 | · | 2.2 | 2.2 | 2.1 | · | 2.0 | 1.9 | 1.9 | · | 2.0 | 1.9 | 2.0 | · | 2.4 |
Valuasi (TTM) 4
| Metrik | Tren | 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 | $5.43B | $5.11B | · | $4.83B | $4.62B | $4.44B | · | $4.30B | $4.20B | $4.13B | · | $4.06B | $3.97B | $3.81B | · | $3.54B | |
| Net Income TTM | $1.22B | $170M | · | $70M | $856.0K | $-77M | · | $-239M | $-395M | $-705M | · | $-1.13B | $-1.31B | $-1.37B | · | $-1.25B | |
| P/E | 27.1 | 118.7 | · | 232.8 | 12436.0 | -222.5 | · | -48.7 | -25.9 | -15.9 | · | -9.5 | -8.9 | -8.9 | · | -10.0 | |
| Earnings Yield | 3.7% | 0.84% | · | 0.43% | 0.01% | -0.45% | · | -2.1% | -3.9% | -6.3% | · | -10.5% | -11.2% | -11.2% | · | -10.0% |
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
Laporan Laba Rugi
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Pendapatan | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B |
| Margin Kotor % | 48.9% | 51.1% | 49.2% | 47.4% | — |
| Margin Operasi % | 3.1% | -1.2% | -21.1% | -31.5% | — |
| Laba Bersih | $34M | $-109M | $-1.02B | $-1.26B | $-950M |
| EPS Dilusian | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 |
Neraca
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Rasio Lancar | 4.0 | 4.2 | 6.6 | 6.2 | — |
| Rasio Cepat | 1.5 | 1.2 | 1.7 | 1.5 | — |
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Pemilik institusional (13F) 1.080 pengaju · $17.3B 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 |
|---|---|---|---|---|
| 240 (+137 vs Kuartal sebelumnya) | 59 (-61 vs Kuartal sebelumnya) | 318 (+13 vs Kuartal sebelumnya) | 304 (+13 vs Kuartal sebelumnya) | +17.2M |
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 |
|---|---|---|---|---|
| FMR LLC | $1.682.806.540 | 8.155.899 | 9,72% | Saham |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.577.093.259 | 7.643.548 | 9,11% | Saham |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.413.268.271 | 6.849.553 | 8,16% | Saham |
| STATE STREET CORP | $1.237.688.456 | 5.998.587 | 7,15% | Saham |
| GEODE CAPITAL MANAGEMENT, LLC | $469.591.608 | 2.283.537 | 2,71% | Saham |
| Pictet Asset Management Holding SA | $463.625.044 | 2.247.629 | 2,68% | Saham |
| Jericho Capital Asset Management L.P. | $452.369.240 | 2.192.455 | 2,61% | Saham |
| NORGES BANK | $399.359.762 | 1.935.539 | 2,31% | Saham |
| Durable Capital Partners LP | $380.916.748 | 1.846.153 | 2,20% | Saham |
| Capital World Investors | $368.709.440 | 1.786.989 | 2,13% | Saham |
| DIMENSIONAL FUND ADVISORS LP | $249.609.558 | 1.209.760 | 1,44% | Saham |
| Polar Capital Holdings Plc | $248.623.936 | 1.204.982 | 1,44% | Saham |
| SRS Investment Management, LLC | $221.945.673 | 1.075.683 | 1,28% | Saham |
| VANGUARD FIDUCIARY TRUST CO | $198.761.609 | 963.319 | 1,15% | Saham |
| CITADEL ADVISORS LLC | $182.375.087 | 883.900 | 1,05% | Opsi beli |
| Qube Research & Technologies Ltd | $176.258.847 | 854.257 | 1,02% | Saham |
| FRED ALGER MANAGEMENT, LLC | $171.447.231 | 830.937 | 0,99% | Saham |
| Whale Rock Capital Management LLC | $169.555.391 | 821.768 | 0,98% | Saham |
| Balyasny Asset Management L.P. | $155.900.472 | 755.588 | 0,90% | Saham |
| Atreides Management, LP | $148.627.340 | 720.338 | 0,86% | Saham |
| Quantinno Capital Management LP | $139.829.667 | 677.699 | 0,81% | Saham |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $135.742.650 | 657.891 | 0,78% | Saham |
| JANE STREET GROUP, LLC | $133.309.813 | 646.100 | 0,77% | Opsi beli |
| Sachem Head Capital Management LP | $127.924.600 | 620.000 | 0,74% | Saham |
| MORGAN STANLEY | $126.295.225 | 612.103 | 0,73% | Saham |
| NORDEA INVESTMENT MANAGEMENT AB | $126.020.143 | 632.663 | 0,73% | Saham |
| FIRST TRUST ADVISORS LP | $121.174.730 | 587.288 | 0,70% | Saham |
| EARNEST PARTNERS LLC | $116.669.505 | 565.451 | 0,67% | Saham |
| 1832 Asset Management L.P. | $114.616.315 | 555.500 | 0,66% | Saham |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $109.210.000 | 529.299 | 0,63% | Saham |
| No Street GP LP | $105.228.300 | 510.000 | 0,61% | Saham |
| Robeco Institutional Asset Management B.V. | $104.404.427 | 506.007 | 0,60% | Saham |
| BANK OF AMERICA CORP /DE/ | $98.010.463 | 475.018 | 0,57% | Saham |
| RHUMBLINE ADVISERS | $94.674.432 | 458.850 | 0,55% | Saham |
| AMERICAN CENTURY COMPANIES INC | $91.392.429 | 442.943 | 0,53% | Saham |
| Artisan Partners Limited Partnership | $85.364.629 | 413.729 | 0,49% | Saham |
| Swiss National Bank | $83.769.980 | 406.000 | 0,48% | Saham |
| JANE STREET GROUP, LLC | $82.985.926 | 402.200 | 0,48% | Opsi jual |
| Dorsal Capital Management, LP | $82.532.000 | 400.000 | 0,48% | Saham |
| ENVESTNET ASSET MANAGEMENT INC | $78.205.206 | 379.034 | 0,45% | Saham |
| BLAIR WILLIAM & CO/IL | $77.668.836 | 376.430 | 0,45% | Saham |
| GOLDMAN SACHS GROUP INC | $76.998.661 | 373.182 | 0,44% | Saham |
| Artemis Investment Management LLP | $76.355.718 | 370.066 | 0,44% | Saham |
| GLENMEDE TRUST CO NA | $73.462.558 | 356.044 | 0,42% | Saham |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $71.461.986 | 346.348 | 0,41% | Saham |
| ALKEON CAPITAL MANAGEMENT LLC | $71.367.896 | 345.892 | 0,41% | Saham |
| CITIGROUP INC | $70.152.200 | 340.000 | 0,41% | Opsi jual |
| Connor, Clark & Lunn Investment Management Ltd. | $65.831.856 | 319.061 | 0,38% | Saham |
| California Public Employees Retirement System | $63.571.305 | 308.105 | 0,37% | Saham |
| Sumitomo Mitsui Trust Group, Inc. | $63.141.107 | 306.020 | 0,36% | Saham |
| AMERIPRISE FINANCIAL INC | $60.679.798 | 294.091 | 0,35% | Saham |
| CITADEL ADVISORS LLC | $60.289.626 | 292.200 | 0,35% | Opsi jual |
| VANGUARD ASSET MANAGEMENT, Ltd | $57.910.847 | 280.671 | 0,33% | Saham |
| Pacific Heights Asset Management LLC | $56.740.750 | 275.000 | 0,33% | Saham |
| Glenmede Investment Management, LP | $54.152.093 | 541.034 | 0,31% | Saham |
| National Pension Service | $53.915.473 | 261.307 | 0,31% | Saham |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $53.214.777 | 257.911 | 0,31% | Saham |
| Legal & General Group Plc | $51.719.299 | 250.663 | 0,30% | Saham |
| CAPITAL FUND MANAGEMENT S.A. | $51.366.266 | 248.952 | 0,30% | Saham |
| Retirement Systems of Alabama | $50.896.453 | 246.675 | 0,29% | Saham |
| PICTON MAHONEY ASSET MANAGEMENT | $49.519.200 | 240.000 | 0,29% | Opsi beli |
| Kodai Capital Management LP | $48.851.313 | 498.941 | 0,28% | Saham |
| FIL Ltd | $47.588.158 | 230.641 | 0,27% | Saham |
| BNP PARIBAS FINANCIAL MARKETS | $46.408.982 | 224.926 | 0,27% | Saham |
| BlackRock, Inc. | $45.111.785 | 218.639 | 0,26% | Saham |
| Caisse de depot et placement du Quebec | $44.744.517 | 216.859 | 0,26% | Saham |
| Point72 Asset Management, L.P. | $43.919.610 | 212.861 | 0,25% | Saham |
| Shannon River Fund Management LLC | $41.544.958 | 201.352 | 0,24% | Saham |
| LPL Financial LLC | $41.431.064 | 200.800 | 0,24% | Saham |
| Walleye Trading LLC | $40.461.313 | 196.100 | 0,23% | Opsi jual |
| WELLINGTON MANAGEMENT GROUP LLP | $40.112.822 | 194.411 | 0,23% | Saham |
| Woodline Partners LP | $38.911.775 | 188.590 | 0,22% | Saham |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $37.741.884 | 182.920 | 0,22% | Saham |
| Zurich Insurance Group Ltd/FI | $37.371.728 | 181.126 | 0,22% | Saham |
| Mitsubishi UFJ Asset Management Co., Ltd. | $35.371.771 | 171.433 | 0,20% | Saham |
| Vinva Investment Management Ltd | $34.636.805 | 174.000 | 0,20% | Saham |
| TRUIST FINANCIAL CORP | $33.810.074 | 163.864 | 0,20% | Saham |
| ROYAL BANK OF CANADA | $32.475.000 | 157.394 | 0,19% | Saham |
| Baird Financial Group, Inc. | $32.377.716 | 156.922 | 0,19% | Saham |
| Man Group plc | $30.254.374 | 146.631 | 0,17% | Saham |
| Driehaus Capital Management LLC | $29.293.289 | 141.973 | 0,17% | Saham |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $29.281.334 | 232.724 | 0,17% | Saham |
| Walleye Trading LLC | $29.030.631 | 140.700 | 0,17% | Opsi beli |
| CONGRESS ASSET MANAGEMENT CO | $28.497.062 | 138.114 | 0,16% | Saham |
| KING LUTHER CAPITAL MANAGEMENT CORP | $27.479.442 | 133.182 | 0,16% | Saham |
| Freestone Grove Partners LP | $27.271.668 | 132.175 | 0,16% | Saham |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $26.470.488 | 128.292 | 0,15% | Saham |
| AVIVA PLC | $26.057.003 | 126.288 | 0,15% | Saham |
| STRS OHIO | $25.871.512 | 125.389 | 0,15% | Saham |
| CANADA PENSION PLAN INVESTMENT BOARD | $25.749.984 | 124.800 | 0,15% | Saham |
| Korea Investment CORP | $25.464.011 | 123.414 | 0,15% | Saham |
| PFA Pension, Forsikringsaktieselskab | $25.324.105 | 122.736 | 0,15% | Saham |
| Assenagon Asset Management S.A. | $24.879.684 | 120.582 | 0,14% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.771.567 | 120.058 | 0,14% | Saham |
| RAYMOND JAMES FINANCIAL INC | $23.843.907 | 115.562 | 0,14% | Saham |
| Portolan Capital Management, LLC | $23.809.863 | 115.397 | 0,14% | Saham |
| ALLIANCEBERNSTEIN L.P. | $23.775.954 | 188.968 | 0,14% | Saham |
| NEUBERGER BERMAN GROUP LLC | $23.483.172 | 113.814 | 0,14% | Saham |
| Benchstone Capital Management LP | $23.160.955 | 112.252 | 0,13% | Saham |
| UBS Group AG | $23.002.494 | 111.484 | 0,13% | Saham |
Orang dalam perusahaan 21 orang dalam · 7 pejabat · 14 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| Khozema Shipchandler | Chief Executive Officer | 6 Juli 2026 S | 207.203 | 0 | 13 | $-16.252.192 |
| Jeff Lawson | Chief Executive Officer | 18 Nov. 2019 C | 38.701 | 0 | 0 | $0 |
| Aidan Viggiano | Chief Financial Officer | 2 Juli 2026 S | 109.724 | 0 | 6 | $-3.581.887 |
| Lee Kirkpatrick | Chief Financial Officer | 15 Okt. 2018 C | 30.582 | 0 | 0 | $0 |
| George Hu | Chief Operating Officer | 15 Nov. 2019 S | 160.641 | 0 | 0 | $0 |
| Roy Ng | Chief Operating Officer | 28 Juni 2016 J | 0 | 0 | 0 | $0 |
| Karyn Smith | General Counsel and Secretary | 15 Nov. 2019 G | 4.756 | 0 | 0 | $0 |
| Charles H Bell | Direktur | 15 Juni 2026 A | 18.220 | 0 | 0 | $0 |
| Douglas A. Robinson | Direktur | 15 Juni 2026 A | 3.887 | 0 | 0 | $0 |
| Miyuki Suzuki | Direktur | 15 Juni 2026 A | 17.829 | 0 | 0 | $0 |
| Donna Dubinsky | Direktur | 15 Juni 2026 G | 22.361 | 0 | 0 | $0 |
| Jeffrey R Immelt | Direktur | 15 Juni 2026 A | 1.111 | 0 | 0 | $0 |
| Jeff Epstein | Direktur | 15 Juni 2026 A | 39.902 | 0 | 0 | $0 |
| PATRICK DEVAL L | Direktur | 15 Juni 2026 A | 18.718 | 0 | 0 | $0 |
| Byron B Deeter | Direktur | 5 Juni 2024 A | 27.073 | 0 | 0 | $0 |
| Richard L Dalzell | Direktur | 15 Okt. 2019 C | 11.383 | 0 | 0 | $0 |
| DONIO ELENA A. | Direktur | 18 Juni 2019 A | 9.941 | 0 | 0 | $0 |
| James Mcgeever | Direktur | 12 Juni 2017 A | 6.005 | 0 | 0 | $0 |
| Scott Campbell Raney | Direktur | 9 Feb. 2017 C | 0 | 0 | 0 | $0 |
| UNION SQUARE VENTURES 2008 LP | Pemilik 10% | 20 Des. 2016 J | 750.000 | 0 | 0 | $0 |
| Erika Rottenberg | — | 10 Agu 2026 S | 27.893 | 0 | 8 | $-1.557.383 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Aktivis & pemilik 5%+ 2 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 |
|---|---|---|---|---|---|
| Twilio Inc. ×2 pengajuan | 9 Agu 2021 | — | Pengajuan awal | — | SEC |
| DEER VII & CO. LTD., DEER VII & CO. L.P., BESSEMER VENTURE PARTNERS VII L.P., BESSEMER VENTURE PARTNERS VII INSTITUTIONAL L.P., BVP VII SPECIAL OPPORTUNITY FUND L.P., 15 ANGELS LLC, DEER VIII & CO. LTD., DEER VIII & CO. L.P., BESSEMER VENTURE PARTNERS VIII L.P., BESSEMER VENTURE PARTNERS VIII INSTITUTIONAL L.P. ×3 pengajuan | 7 Maret 2019 | — | 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 146 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 |
|---|---|---|---|---|
| CLOU · Global X Funds | 4,36% | 61.503 NS | 31 Mei 2026 | N-PORT |
| FMTM · EA Series Trust | 3,30% | 25.997 NS | 30 April 2026 | N-PORT |
| LGRO · ALPS ETF Trust | 3,12% | 22.061 NS | 31 Mei 2026 | N-PORT |
| BUL · Pacer Funds Trust | 2,82% | 24.200 NS | 30 April 2026 | N-PORT |
| FDCF · Fidelity Covington Trust | 2,62% | 14.657 NS | 31 Mei 2026 | N-PORT |
| SMRI · EA Series Trust | 2,22% | 81.186 NS | 30 April 2026 | N-PORT |
| FDTX · Fidelity Covington Trust | 2,09% | 28.217 NS | 31 Mei 2026 | N-PORT |
| AMID · EA Series Trust | 1,93% | 10.657 NS | 29 Mei 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 1,90% | 578 NS | 30 April 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 1,82% | 27.074 SH | 8 Agu 2026 | Harian |
| IVOG · VANGUARD ADMIRAL FUNDS | 1,64% | 149.758 SH | 8 Agu 2026 | Harian |
| IJK · iShares Trust | 1,57% | 887.649 SH | 8 Agu 2026 | Harian |
| TAX · EA Series Trust | 1,47% | 1.969 NS | 29 Mei 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 1,43% | 2.413 NS | 31 Mei 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 1,28% | 128.948 NS | 30 April 2026 | N-PORT |
| SKYU · ProShares Trust | 1,26% | 238 NS | 31 Mei 2026 | N-PORT |
| MIDE · DBX ETF Trust | 1,16% | 205 NS | 29 Mei 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 1,01% | 18.560 SH | 8 Agu 2026 | Harian |
| PNQI · Invesco Exchange-Traded Fund Trust | 1,01% | 22.680 SH | 8 Agu 2026 | Harian |
| XJH · iShares Trust | 0,92% | 20.511 SH | 8 Agu 2026 | Harian |
| IQSM · New York Life Investments ETF Trust | 0,88% | 18.628 NS | 30 April 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,86% | 2.010.799 SH | 8 Agu 2026 | Harian |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,86% | 245.170 SH | 8 Agu 2026 | Harian |
| IJH · iShares Trust | 0,81% | 5.236.686 SH | 8 Agu 2026 | Harian |
| NULV · Nushares ETF Trust | 0,69% | 96.199 NS | 30 April 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,66% | 17.464 NS | 30 April 2026 | N-PORT |
| MVV · ProShares Trust | 0,63% | 5.240 NS | 31 Mei 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,59% | 17.090 NS | 30 April 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,57% | 23.750 NS | 30 April 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,54% | 409.970 NS | 31 Mei 2026 | N-PORT |
| ITAN · EA Series Trust | 0,50% | 2.362 NS | 29 Mei 2026 | N-PORT |
| HGRO · ETF Opportunities Trust | 0,50% | 3.265 NS | 30 April 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,48% | 19.440 NS | 30 April 2026 | N-PORT |
| OASC · Unified Series Trust | 0,46% | 2.039 NS | 31 Mei 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,44% | 2.511 NS | 30 April 2026 | N-PORT |
| UMDD · ProShares Trust | 0,44% | 732 NS | 31 Mei 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,39% | 3.333 NS | 31 Mei 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,38% | 157.598 NS | 30 April 2026 | N-PORT |
| IMCG · iShares Trust | 0,37% | 78.493 SH | 8 Agu 2026 | Harian |
| VB · VANGUARD INDEX FUNDS | 0,37% | 3.481.229 SH | 8 Agu 2026 | Harian |
| COWZ · Pacer Funds Trust | 0,36% | 443.474 NS | 30 April 2026 | N-PORT |
| QQWZ · Pacer Funds Trust | 0,36% | 1.135 NS | 30 April 2026 | N-PORT |
| AIQ · Global X Funds | 0,36% | 202.325 NS | 31 Mei 2026 | N-PORT |
| NULC · Nushares ETF Trust | 0,35% | 1.363 NS | 30 April 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,35% | 1.741.716 SH | 8 Agu 2026 | Harian |
| VLUE · iShares Trust | 0,32% | 155.380 SH | 8 Agu 2026 | Harian |
| FNDA · SCHWAB STRATEGIC TRUST | 0,27% | 128.468 NS | 31 Mei 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 130.616 NS | 30 April 2026 | N-PORT |
| SUSA · iShares Trust | 0,25% | 53.301 SH | 8 Agu 2026 | Harian |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 12.288 NS | 30 April 2026 | N-PORT |