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APPF Classe A AppFolio, Inc. - Class A Common Stock
NASDAQ · Technology · Visualizza su SEC EDGAR ↗ chiudi Ott 2, 2026 10-K/10-Q Lug 23, 2026
$202,97
· % dell'intervallo 52 sett.
· sopra il minimo
· al massimo
$142,56minimo 52 sett.
$265,02massimo 52 sett.
P/E (TTM)
46.3
EPS (TTM)
$4.38
Ricavi (TTM)
$1.04B
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Intervallo 52 sett.
$143–$265
Rating Analisti
BUY
Prezzo Obiettivo
$236
P/E
46.3
ROE
32.1%
Margine di Profitto Netto
15.1%
La tua barra dei badge è vuota — aggiungi una metrica a piacere in questa pagina.
APPF Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$202.97
P/E (TTM)
46.3
EPS (TTM)
$4.38
Ricavi (TTM)
$1.04B
ROE (TTM)
32.1%
Intervallo 52 sett.
$143–$265
APPF Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
intervallo
barre
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Informazioni su AppFolio, Inc. - Class A Common Stock Panoramica della società da Wikipedia
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
The company's headquarters is in Goleta, California, in the Santa Barbara area.
History
AppFolio was established in 2006 by co-founders Klaus Schauser and Jon Walker. Schauser had previously founded Expertcity.
The company's first focus was property management for small to medium businesses and its first product, AppFolio Property Manager, was launched in 2007.
In November 2012, AppFolio acquired MyCase, a "legal practice management software provider."
AppFolio purchased real estate software firm RentLinx in April 2015. This acquisition included rights to the website ShowMeTheRent.com, which increased AppFolio's listing presence.
In May 2015, AppFolio announced its Initial public offering, which was unveiled in June.
In September 2018, AppFolio reported acquisition of utility analytics software WegoWise.
In January 2019, AppFolio acquired Dynasty Marketplace, Inc., for $60 million.
In September 2020, AppFolio announced the sale of MyCase to private equity firm Apax Funds, for approximately $193 million.
Products
AppFolio Property Manager
AppFolio Property Manager is a cloud-based property management platform used to manage residential and commercial rental operations, including leasing, accounting, and resident communications. The platform was expanded in 2022 with the AppFolio Stack, a marketplace for other real-estate software that can be integrated with its products.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
settoreTechnology
industriaTechnology
dipendenti1.702
paeseUS
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi$951M2016-12-31 → 2025-12-31
EPS$3.882016-12-31 → 2025-12-31
Flusso di cassa libero$239M2016-12-31 → 2025-12-31
Margine netto15.1%2016-12-31 → 2025-12-31
Valutazione e Rapporti
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | APPF | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 46.3media 5 anni ≈1312.1 | ≈1312.1 | 31.2 | Sopravvalutato |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | APPF | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine Operativo (TTM) | 17.5%media 5 anni ≈2.9% | ≈2.9% | 7.6% | Di prim'ordine | |
| Margine EBITDA (TTM) | 19.5%media 5 anni ≈7.8% | ≈7.8% | 7.6% | Di prim'ordine | |
| Margine ante imposte (TTM) | 18.2%media 5 anni ≈4.7% | ≈4.7% | 6.4% | Di prim'ordine | |
| Margine di Profitto Netto (TTM) | 15.1%media 5 anni ≈5.4% | ≈5.4% | 5.9% | Di prim'ordine | |
| ROA (TTM) | 25.9%media 5 anni ≈8.9% | ≈8.9% | 8.7% | Di prim'ordine | |
| ROE (TTM) | 32.1%media 5 anni ≈9.6% | ≈9.6% | -8.1% | Di prim'ordine | |
| ROIC | 24.6%media 5 anni ≈6.0% | ≈6.0% | 14.0% | Di prim'ordine |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | APPF | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 3.8media 5 anni ≈3.8 | ≈3.8 | 1.6 | Liquidità elevata | |
| Quick Ratio | 1.3media 5 anni ≈1.2 | ≈1.2 | 1.0 | Liquidità elevata |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | APPF | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 19.7%media 5 anni ≈25.3% | ≈25.3% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 26.3%media 5 anni ≈27.5% | ≈27.5% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 25.1% | · | · | · | |
| EPS YoY | -30.1%media 5 anni ≈2566.4% | ≈2566.4% | · | · | |
| Net Income YoY (Utile Netto YoY) | -30.9%media 5 anni ≈2440.7% | ≈2440.7% | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 anni) | 469.8% | · | · | · | |
| EPS CAGR 5Y (CAGR EPS 5 anni) | -2.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | 483.3% | · | · | · | |
| Net Income CAGR 5Y (CAGR Utile Netto 5 anni) | -2.3% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | APPF | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 1.4media 5 anni ≈1.3 | ≈1.3 | 0.7 | Di prim'ordine | |
| Receivables Turnover (Rotazione dei crediti) | 31.1media 5 anni ≈32.8 | ≈32.8 | 20.9 | Di prim'ordine | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$558.6K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
0.95%
Prossimo report
Ott 28, 2026
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Lug 29, 2026 | $1.71 | $1.72 | -0.77% |
| 31 Marzo 2026 | $1.61 | $1.50 | 7.0% | |
| 31 Dicembre 2025 | $1.39 | $1.28 | 8.7% | |
| 30 Settembre 2025 | $1.31 | $1.48 | -11.5% | |
| 30 Giugno 2025 | $1.38 | $1.31 | 5.4% | |
| 31 Marzo 2025 | $1.21 | $1.25 | -3.1% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $951M | $794M | $620M | $472M | $359M | $310M | $256M | $190M | $144M | $106M | $75M | $48M | |
| Cost of Revenue | · | · | · | · | $144M | $119M | $102M | $74M | $55M | $45M | $34M | $23M | |
| R&D Expense | $190M | $160M | $151M | $111M | $66M | $49M | $40M | $24M | $17M | $13M | $10M | $7M | |
| SG&A Expense | $96M | $86M | $93M | $101M | $57M | $47M | $34M | $25M | $21M | $18M | $14M | $6M | |
| Operating Expenses | $798M | $659M | $619M | $544M | $371M | $300M | $250M | $170M | $134M | $114M | $90M | $56M | |
| Operating Income | $153M | $136M | $963.0K | $-72M | $-12M | $10M | $6M | $20M | $9M | $-8M | $-15M | $-9M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $800.0K | · | |
| Other Non-op | $38.0K | $697.0K | $3.0K | $4M | $13M | $189M | $16.0K | $-56.0K | $-96.0K | $-37.0K | $5.0K | $-121.0K | |
| Pretax Income | $161M | $150M | $8M | $-67M | $2M | $197M | $5M | $20M | $10M | $-8M | $-16M | $-9M | |
| Income Tax | $20M | $-54M | $5M | $1M | $706.0K | $38M | $-31M | $420.0K | $58.0K | $67.0K | $75.0K | $0 | |
| Net Income | $141M | $204M | $3M | $-68M | $1M | $158M | $36M | $20M | $10M | $-8M | $-16M | $-9M | |
| EPS (Basic) | $3.91 | $5.63 | $0.08 | $-1.95 | $0.03 | $4.62 | $1.07 | $0.59 | $0.29 | $-0.25 | $-0.73 | · | |
| EPS (Diluted) | $3.88 | $5.55 | $0.07 | $-1.95 | $0.03 | $4.44 | $1.02 | $0.56 | $0.28 | $-0.25 | $-0.73 | · | |
| Shares (Basic) | 36,013,000 | 36,252,000 | 35,629,000 | 35,010,000 | 34,578,000 | 34,264,000 | 34,016,000 | 34,128,000 | 33,849,000 | 33,561,000 | 21,336,000 | · | |
| Shares (Diluted) | 36,327,000 | 36,782,000 | 36,417,000 | 35,010,000 | 35,701,000 | 35,713,000 | 35,567,000 | 35,562,000 | 35,151,000 | 33,561,000 | 21,336,000 | · | |
| EBITDA | $176M | $153M | $27M | $-39M | $19M | $37M | $29M | $34M | $22M | $2M | $-9M | · |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $107M | $43M | $50M | $71M | $58M | $140M | $16M | $74M | $16M | $11M | $12M | $5M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $30M | $15M | $10M | $0 | |
| Receivables | $37M | $24M | $21M | $17M | $13M | $10M | $8M | $6M | $3M | $3M | $2M | $1M | |
| Prepaid Expense | $65M | $33M | $40M | $25M | $24M | $21M | $16M | $12M | $5M | $4M | $3M | $1M | |
| Other Current Assets | $3M | $3M | · | · | · | · | · | · | · | · | · | · | |
| Current Assets | $353M | $335M | $272M | $201M | $159M | $199M | $62M | $108M | $54M | $32M | $28M | $8M | |
| PP&E (Net) | $23M | $24M | $28M | $26M | $30M | $26M | $15M | $7M | $7M | $7M | $6M | $3M | |
| PP&E (Gross) | $43M | $41M | $43M | $39M | $41M | $38M | $26M | $16M | $13M | $12M | $9M | $5M | |
| Accum. Depreciation | $20M | $16M | $15M | $13M | $11M | $11M | $12M | $9M | $7M | $5M | $3M | $2M | |
| Goodwill | $96M | $96M | $56M | $56M | $56M | $56M | $58M | $16M | $7M | $7M | $7M | $5M | |
| Intangibles | $39M | $49M | $2M | $5M | $12M | $16M | $21M | $6M | $2M | $3M | $5M | $4M | |
| Other Non-current Assets | $14M | $9M | $9M | $9M | $7M | $6M | $6M | $8M | $1M | $1M | $1M | $882.0K | |
| Total Assets | $689M | $627M | $409M | $381M | $408M | $389M | $260M | $176M | $110M | $93M | $90M | $25M | |
| Accounts Payable | $4M | $2M | $1M | $2M | $2M | $1M | $2M | $1M | $610.0K | $937.0K | $2M | $2M | |
| Accrued Liabilities | $21M | $15M | $22M | $16M | $13M | $14M | $11M | $8M | $4M | $4M | $3M | $2M | |
| Current Liabilities | $107M | $63M | $70M | $61M | $53M | $50M | $47M | $28M | $24M | $21M | $17M | $14M | |
| Capital Leases | $33M | $37M | $41M | $50M | $56M | $40M | $33M | · | · | · | · | · | |
| Deferred Tax | · | $0 | $697.0K | · | $2M | $14M | $0 | · | · | · | · | · | |
| Other Non-current Liabilities | $6M | $7M | $0 | $4M | $2M | · | $14.0K | $7M | $1M | $2M | $879.0K | $199.0K | |
| Total Liabilities | $146M | $107M | $112M | $116M | $111M | $104M | $128M | $84M | $25M | $23M | $18M | $14M | |
| Long-term Debt | · | · | · | · | · | · | $49M | $50M | $0 | · | · | $0 | |
| Total Debt | · | · | · | · | · | $0 | $49M | $50M | · | · | · | · | |
| Paid-in Capital | $284M | $255M | $237M | $210M | $172M | $161M | $162M | $158M | $153M | $147M | $142M | $2M | |
| Retained Earnings | $431M | $290M | $86M | $83M | $151M | $150M | $-8M | $-44M | $-67M | $-77M | $-69M | $-53M | |
| Treasury Stock | $172M | $26M | $26M | $26M | $26M | $26M | $22M | $22M | $0 | · | · | · | |
| AOCI | $30.0K | $173.0K | $99.0K | $-2M | $-194.0K | $56.0K | $33.0K | $-178.0K | $-209.0K | $-51.0K | $-153.0K | $0 | |
| Stockholders' Equity | $543M | $519M | $297M | $266M | $297M | $286M | $132M | $92M | $85M | $70M | $73M | $-51M | |
| Liabilities + Equity | $689M | $627M | $409M | $381M | $408M | $389M | $260M | $176M | $110M | $93M | $90M | $25M |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $20M | $29M | $31M | $29M | $27M | $22M | $15M | $13M | $10M | $6M | $4M | |
| Stock-based Comp | $71M | $60M | $52M | $43M | $17M | $10M | $8M | $6M | $6M | $4M | $1M | $892.0K | |
| Deferred Tax | $17M | $-87M | $-489.0K | $-597.0K | $340.0K | $29M | $-31M | $81.0K | $5.0K | $43.0K | · | · | |
| Amort. of Intangibles | $10M | $2M | $2M | $4M | $5M | $5M | $5M | $1M | $1M | $1M | $1M | $900.0K | |
| Restructuring | · | · | $10M | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-10M | $-9M | $-23M | $18M | $-14M | $-175M | $4M | $-5M | $860.0K | $6M | $2M | · | |
| Operating Cash Flow | $242M | $188M | $60M | $25M | $35M | $48M | $39M | $36M | $29M | $12M | $-7M | $475.0K | |
| CapEx | $3M | $2M | $9M | $7M | $8M | $19M | $8M | $2M | $2M | $4M | $4M | $2M | |
| Investing Cash Flow | $10M | $-152M | $-56M | $-6M | $-110M | $147M | $-90M | $-5M | $-23M | $-13M | $-59M | $-6M | |
| Stock Repurchased | $146M | $0 | $0 | $0 | $0 | $4M | $0 | $22M | $0 | $0 | · | · | |
| Net Stock Activity | $-146M | · | · | $0 | $0 | $-4M | $0 | $-22M | · | · | · | · | |
| Financing Cash Flow | $-188M | $-43M | $-26M | $-6M | $-7M | $-70M | $-7M | $26M | $-1M | $201.0K | $73M | $144.0K | |
| Net Change in Cash | $64M | $-7M | $-21M | $13M | $-82M | $124M | $-58M | · | · | · | · | · | |
| Taxes Paid | $29M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $239M | $186M | $51M | $19M | $27M | $29M | $31M | $34M | $27M | $7M | $-11M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $-11M | · |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.1% | 17.1% | 0.16% | -15.3% | -3.3% | 3.2% | 2.5% | 10.3% | 6.5% | -8.0% | -20.0% | · | |
| Net Margin | 14.8% | 25.7% | 0.44% | -14.4% | 0.29% | 51.1% | 14.2% | 10.5% | 6.8% | -7.8% | -20.9% | · | |
| Pretax Margin | 16.9% | 18.9% | 1.3% | -14.1% | 0.48% | 63.5% | 1.9% | 10.7% | 6.8% | -7.8% | -20.8% | · | |
| EBITDA Margin | 18.5% | 19.3% | 4.4% | -8.3% | 5.3% | 11.8% | 11.3% | 18.0% | 15.3% | 1.4% | -11.9% | · | |
| ROA | 21.4% | 39.4% | 0.68% | -17.3% | 0.26% | 48.8% | 16.7% | 14.0% | 9.6% | -9.0% | -27.0% | · | |
| ROE | 28.2% | 43.8% | 0.97% | -25.4% | 0.35% | 55.5% | 28.2% | 20.0% | 12.6% | -11.6% | -147.6% | · | |
| ROIC | 24.6% | 35.5% | 0.11% | -27.8% | -2.4% | 2.8% | 26.9% | 13.6% | 10.9% | -12.2% | -20.7% | · |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.3 | 5.3 | 3.9 | 3.3 | 3.0 | 4.0 | 1.3 | 3.8 | 2.3 | 1.5 | 1.6 | · | |
| Quick Ratio | 1.3 | 1.1 | 1.0 | 1.4 | 1.3 | 3.0 | 0.5 | 2.8 | 2.1 | 1.3 | 1.4 | · | |
| Debt / Equity | · | · | · | · | · | 0.0 | 0.4 | 0.5 | · | · | · | · | |
| LT Debt / Equity | · | · | · | · | · | · | 0.4 | 0.5 | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | -18.8 | · |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.4 | 1.5 | 1.6 | 1.2 | 0.9 | 1.0 | 1.2 | 1.3 | 1.4 | 1.2 | 1.3 | · | |
| Receivables Turnover | 31.1 | 35.3 | 33.3 | 32.4 | 31.7 | 35.2 | 39.2 | 42.7 | 48.8 | 46.3 | 46.3 | · |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $26.17 | $21.59 | $17.04 | $13.48 | $10.07 | $8.68 | $7.20 | $5.34 | $4.09 | · | · | · | |
| Cash Flow / Share | $6.66 | $5.12 | $1.66 | $0.72 | $0.99 | $1.35 | $1.09 | $1.02 | $0.84 | · | · | · | |
| EPS (TTM) | $3.88 | $5.55 | $0.07 | $-1.95 | $0.03 | $4.44 | $1.02 | $0.56 | $0.28 | $-0.25 | $-0.73 | · |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 19.7% | 28.0% | 31.5% | 31.3% | 15.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 26.3% | 30.3% | 26.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 25.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -30.1% | 7828.6% | · | · | -99.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 469.8% | -74.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -2.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -30.9% | 7452.5% | · | · | -99.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 483.3% | -74.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -2.3% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $951M | $794M | $620M | $472M | $359M | $310M | $256M | $190M | $144M | $106M | $75M | · | |
| Net Income TTM | $141M | $204M | $3M | $-68M | $1M | $158M | $36M | $20M | $10M | $-8M | $-16M | · | |
| P/E | 60.0 | 44.5 | 2474.9 | -54.0 | 4035.3 | 40.5 | 107.8 | 105.8 | 148.2 | -95.4 | -20.0 | · | |
| Earnings Yield | 1.7% | 2.2% | 0.04% | -1.8% | 0.02% | 2.5% | 0.93% | 0.95% | 0.67% | -1.1% | -5.0% | · |
Conto Economico
| Metrica | Tendenza | 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 | $281M | $262M | $248M | $249M | $236M | $218M | $204M | $206M | $197M | $187M | $172M | $165M | $147M | $136M | $124M | $125M | |
| R&D Expense | $51M | $50M | $46M | $54M | $47M | $44M | $42M | $41M | $40M | $38M | $35M | $42M | $37M | $38M | $31M | $29M | |
| SG&A Expense | $26M | $24M | $23M | $27M | $22M | $23M | $23M | $21M | $20M | $21M | $19M | $24M | $19M | $32M | $25M | $19M | |
| Operating Expenses | $228M | $211M | $205M | $214M | $195M | $184M | $181M | $163M | $161M | $153M | $144M | $166M | $148M | $163M | $144M | $133M | |
| Operating Income | $53M | $51M | $44M | $35M | $41M | $34M | $23M | $43M | $36M | $34M | $28M | $-67.0K | $-679.0K | $-27M | $-20M | $-8M | |
| Other Non-op | $-1.0K | $569.0K | $-3.0K | $-4.0K | $-11.0K | $56.0K | $697.0K | $0 | $0 | $0 | $286.0K | $-249.0K | $-54.0K | $20.0K | $213.0K | $4M | |
| Pretax Income | $54M | $53M | $46M | $37M | $42M | $37M | $27M | $47M | $40M | $37M | $31M | $1M | $745.0K | $-25M | $-19M | $-3M | |
| Income Tax | $13M | $11M | $6M | $3M | $6M | $5M | $-76M | $14M | $10M | $-2M | $661.0K | $-25M | $20M | $10M | $513.0K | $938.0K | |
| Net Income | $42M | $42M | $40M | $34M | $36M | $31M | $103M | $33M | $30M | $39M | $30M | $26M | $-19M | $-35M | $-20M | $-4M | |
| EPS (Basic) | $1.17 | $1.19 | $1.11 | $0.94 | $1.00 | $0.86 | $2.83 | $0.91 | $0.82 | $1.07 | $0.86 | $0.74 | $-0.53 | $-0.99 | $-0.56 | $-0.12 | |
| EPS (Diluted) | $1.17 | $1.18 | $1.10 | $0.93 | $0.99 | $0.86 | $2.79 | $0.90 | $0.81 | $1.05 | $0.87 | $0.72 | $-0.53 | $-0.99 | $-0.56 | $-0.12 | |
| Shares (Basic) | 35,391,000 | 35,699,000 | · | 35,889,000 | 35,922,000 | 36,302,000 | · | 36,306,000 | 36,241,000 | 36,087,000 | · | 35,691,000 | 35,565,000 | 35,443,000 | · | 35,043,000 | |
| Shares (Diluted) | 35,461,000 | 35,812,000 | · | 36,259,000 | 36,204,000 | 36,648,000 | · | 36,756,000 | 36,742,000 | 36,674,000 | · | 36,482,000 | 35,565,000 | 35,443,000 | · | 35,043,000 | |
| EBITDA | $53M | $56M | · | $35M | $41M | $40M | · | $43M | $36M | $39M | · | $-67.0K | $-679.0K | $-20M | · | $-8M |
Stato Patrimoniale
| Metrica | Tendenza | 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 | $217M | $147M | $107M | $76M | $73M | $57M | $43M | $62M | $60M | $59M | $50M | $60M | $25M | $104M | $71M | $67M | |
| Receivables | $50M | $44M | $37M | $34M | $33M | $27M | $24M | $26M | $26M | $26M | · | $20M | $20M | $17M | · | $15M | |
| Prepaid Expense | $53M | $59M | $65M | $68M | $37M | $34M | $33M | $38M | $42M | $37M | · | $28M | $25M | $26M | · | $23M | |
| Other Current Assets | $2M | $1M | $3M | $3M | · | · | $3M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $325M | $255M | $353M | $303M | $197M | $272M | $335M | $395M | $349M | $307M | · | $240M | $209M | $212M | · | $177M | |
| PP&E (Net) | $21M | $22M | $23M | $23M | $23M | $23M | $24M | $25M | $27M | $28M | · | $27M | $27M | $26M | · | $28M | |
| PP&E (Gross) | · | · | $43M | · | · | · | $41M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $20M | · | · | · | $16M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $96M | $96M | $96M | $96M | $96M | $96M | $96M | $56M | $56M | $56M | $56M | $56M | $56M | $56M | $56M | $56M | |
| Intangibles | $34M | $36M | $39M | $41M | $44M | $46M | $49M | · | · | · | · | $3M | $4M | $4M | · | $6M | |
| Other Non-current Assets | $15M | $15M | $14M | $12M | $11M | $13M | $9M | $13M | $12M | $11M | · | $9M | $8M | $9M | · | $9M | |
| Total Assets | $648M | $581M | $689M | $640M | $567M | $565M | $627M | $523M | $479M | $439M | · | $379M | $351M | $371M | · | $385M | |
| Accounts Payable | $5M | $4M | $4M | $4M | $3M | $5M | $2M | $509.0K | $1M | $2M | · | $1M | $2M | $740.0K | · | $2M | |
| Accrued Liabilities | $27M | $21M | $21M | $19M | $18M | $16M | $15M | $15M | $16M | $14M | · | $20M | $19M | $18M | · | $16M | |
| Current Liabilities | $85M | $72M | $107M | $100M | $68M | $59M | $63M | $64M | $63M | $56M | · | $74M | $75M | $80M | · | $58M | |
| Capital Leases | $31M | $32M | $33M | $35M | $35M | $36M | $37M | $38M | $39M | $40M | · | $41M | $40M | $45M | · | $53M | |
| Other Non-current Liabilities | $7M | $6M | $6M | $7M | $9M | $8M | $7M | $8M | $5M | $3M | · | $689.0K | $11M | $5M | · | $2M | |
| Total Liabilities | $122M | $110M | $146M | $142M | $112M | $103M | $107M | $110M | $108M | $100M | · | $116M | $125M | $130M | · | $113M | |
| Paid-in Capital | $309M | $295M | $284M | $280M | $271M | $262M | $255M | $251M | $243M | $240M | · | $233M | $223M | $219M | · | $197M | |
| Retained Earnings | $515M | $473M | $431M | $391M | $357M | $321M | $290M | $187M | $154M | $125M | · | $56M | $29M | $48M | · | $103M | |
| Treasury Stock | $298M | $298M | $172M | $172M | $172M | $122M | $26M | $26M | $26M | $26M | · | $26M | $26M | $26M | · | $26M | |
| AOCI | $-12.0K | $-12.0K | $30.0K | $-74.0K | $-71.0K | $-34.0K | $173.0K | $475.0K | $-184.0K | $-115.0K | · | $-9.0K | $-587.0K | $-921.0K | · | $-3M | |
| Stockholders' Equity | $526M | $470M | $543M | $499M | $456M | $462M | $519M | $413M | $371M | $339M | $297M | $263M | $226M | $241M | $266M | $272M | |
| Liabilities + Equity | $648M | $581M | $689M | $640M | $567M | $565M | $627M | $523M | $479M | $439M | · | $379M | $351M | $371M | · | $385M |
Flusso di cassa
| Metrica | Tendenza | 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 | $5M | $5M | $5M | $5M | $6M | $6M | $5M | $5M | $5M | $5M | $9M | $7M | $6M | $7M | $8M | $7M | |
| Stock-based Comp | $20M | $18M | $15M | $21M | $18M | $16M | $16M | $15M | $14M | $13M | $10M | $16M | $11M | $15M | $13M | $11M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | $700.0K | $600.0K | $600.0K | $600.0K | $900.0K | $1M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $0 | $10M | · | · | · | · | |
| Other Non-cash | · | $-31M | · | · | · | $-16M | · | · | · | $-14M | · | · | · | $15M | · | · | |
| Operating Cash Flow | $88M | $34M | $65M | $86M | $53M | $38M | $37M | $58M | $51M | $43M | $31M | $37M | $-9M | $2M | $6M | $16M | |
| CapEx | $-3.0K | $231.0K | $1M | $1M | $275.0K | $230.0K | $195.0K | $363.0K | $38.0K | $1M | $3M | $4M | $1M | $794.0K | $597.0K | $844.0K | |
| Investing Cash Flow | $-11M | $138M | $-22M | $-72M | $24M | $81M | $-44M | $-46M | $-38M | $-23M | $-33M | $4M | $-63M | $36M | $-1M | $9M | |
| Stock Repurchased | $0 | $125M | $0 | $0 | $50M | $96M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $-125M | · | · | · | $-96M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-6M | $-132M | $-12M | $-11M | $-60M | $-105M | $-12M | $-9M | $-12M | $-10M | $-8M | $-6M | $-7M | $-5M | $-1M | $-8.0K | |
| Net Change in Cash | $70M | $40M | $31M | $3M | $17M | $14M | $-20M | $3M | $425.0K | $10M | $-10M | $35M | $-79M | $33M | $4M | $25M | |
| Free Cash Flow | · | $34M | · | · | · | $38M | · | · | · | $42M | · | · | · | $779.0K | · | · |
Redditività
| Metrica | Tendenza | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 18.8% | 19.4% | · | 14.1% | 17.2% | 15.5% | · | 20.7% | 18.2% | 18.2% | · | -0.04% | -0.46% | -19.5% | · | -6.2% | |
| Net Margin | 14.8% | 16.2% | · | 13.5% | 15.3% | 14.4% | · | 16.0% | 15.0% | 20.6% | · | 16.0% | -12.8% | -25.8% | · | -3.3% | |
| Pretax Margin | 19.4% | 20.2% | · | 14.7% | 17.8% | 16.9% | · | 22.6% | 20.0% | 19.8% | · | 0.89% | 0.51% | -18.5% | · | -2.6% | |
| EBITDA Margin | 18.8% | 21.3% | · | 14.1% | 17.2% | 18.4% | · | 20.7% | 18.2% | 20.7% | · | -0.04% | -0.46% | -14.4% | · | -6.2% | |
| ROA | 6.8% | 7.4% | · | 5.8% | 6.9% | 6.2% | · | 7.3% | 7.1% | 9.6% | · | 6.9% | -5.2% | -9.1% | · | -1.1% | |
| ROE | 8.5% | 9.1% | · | 7.4% | 8.7% | 7.8% | · | 9.8% | 9.9% | 13.3% | · | 9.9% | -7.7% | -13.3% | · | -1.5% | |
| ROIC | 7.7% | 8.6% | · | 6.4% | 7.6% | 6.2% | · | 7.3% | 7.3% | 10.5% | · | -0.46% | 7.6% | -15.4% | · | -3.7% |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 | 3.8 | 3.5 | · | 3.0 | 2.9 | 4.6 | · | 6.2 | 5.5 | 5.5 | · | 3.2 | 2.8 | 2.7 | · | 3.1 | |
| Quick Ratio | 3.2 | 2.6 | · | 1.1 | 1.6 | 1.4 | · | 1.4 | 1.3 | 1.5 | · | 1.1 | 0.6 | 1.5 | · | 1.4 |
Efficienza
| Metrica | Tendenza | 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 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.3 | |
| Receivables Turnover | 6.8 | 7.3 | · | 8.3 | 8.1 | 8.1 | · | 9.0 | 8.6 | 8.6 | · | 9.4 | 8.1 | 8.1 | · | 9.2 |
Per Azione
| Metrica | Tendenza | 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 / Share | $7.93 | $7.32 | · | $6.88 | $6.51 | $5.94 | · | $5.60 | $5.37 | $5.11 | · | $4.53 | $4.14 | $3.84 | · | $3.57 | |
| Cash Flow / Share | · | $0.96 | · | · | · | $1.05 | · | · | · | $1.17 | · | · | · | $0.04 | · | · | |
| EPS (TTM) | $4.38 | $4.20 | · | $5.57 | $5.54 | $5.36 | · | $3.63 | $3.45 | $2.11 | · | $-1.36 | $-2.20 | $-2.53 | · | $-1.43 |
Valutazione (TTM)
| Metrica | Tendenza | 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 | $1.04B | $995M | · | $906M | $863M | $824M | · | $762M | $722M | $672M | · | $573M | $532M | $503M | · | $443M | |
| Net Income TTM | $158M | $152M | · | $204M | $203M | $197M | · | $132M | $125M | $76M | · | $-47M | $-78M | $-89M | · | $-50M | |
| P/E | 36.6 | 37.6 | · | 49.5 | 41.6 | 41.0 | · | 64.8 | 70.9 | 116.9 | · | -134.3 | -78.2 | -49.2 | · | -73.2 | |
| Earnings Yield | 2.7% | 2.7% | · | 2.0% | 2.4% | 2.4% | · | 1.5% | 1.4% | 0.86% | · | -0.74% | -1.3% | -2.0% | · | -1.4% |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $951M | $794M | $620M | $472M | $359M |
| Margine Operativo % | 16.1% | 17.1% | 0.16% | -15.3% | -3.3% |
| Utile netto | $141M | $204M | $3M | $-68M | $1M |
| EPS Diluito | $3.88 | $5.55 | $0.07 | $-1.95 | $0.03 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Rapporto corrente | 3.3 | 5.3 | 3.9 | 3.3 | 3.0 |
| Quick Ratio | 1.3 | 1.1 | 1.0 | 1.4 | 1.3 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $239M | $186M | $51M | $19M | $27M |
Proprietari istituzionali (13F) 426 filer · $4.2B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
Detentori
426
Valore detenuto
$4.2B
Nuove posizioni
63
Posizioni chiuse
61
Attività istituzionale — Q2 2026 vs trimestre precedente
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 63 (-16 vs trimestre precedente) | 61 (-8 vs trimestre precedente) | 156 (-29 vs trimestre precedente) | 137 (+33 vs trimestre precedente) | +2.2M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $595.691.019 | 2.560.460 | 14,09% | Azioni |
| BlackRock, Inc. | $424.274.393 | 2.645.927 | 10,04% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $257.388.961 | 1.605.135 | 6,09% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $238.930.800 | 1.490.058 | 5,65% | Azioni |
| Ashe Capital Management, LP | $168.033.170 | 1.047.915 | 3,98% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $166.994.583 | 1.041.438 | 3,95% | Azioni |
| STATE STREET CORP | $122.849.106 | 766.131 | 2,91% | Azioni |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $115.744.799 | 721.826 | 2,74% | Azioni |
| LONDON CO OF VIRGINIA | $112.750.940 | 703.151 | 2,67% | Azioni |
| Nellore Capital Management LLC | $105.007.603 | 654.865 | 2,48% | Azioni |
| MORGAN STANLEY | $93.296.220 | 581.826 | 2,21% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $81.771.465 | 509.837 | 1,93% | Azioni |
| Lead Edge Capital Management, LLC | $64.084.840 | 399.656 | 1,52% | Azioni |
| NEUBERGER BERMAN GROUP LLC | $63.203.236 | 394.158 | 1,50% | Azioni |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $56.418.667 | 351.847 | 1,33% | Azioni |
| Keenan Capital, LLC | $53.646.215 | 334.557 | 1,27% | Azioni |
| Invesco Ltd. | $53.571.012 | 334.088 | 1,27% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $51.626.955 | 321.989 | 1,22% | Azioni |
| LONG WALK MANAGEMENT LP | $48.886.706 | 304.875 | 1,16% | Azioni |
| BANK OF AMERICA CORP /DE/ | $47.635.815 | 297.074 | 1,13% | Azioni |
| Caledonia (Private) Investments Pty Ltd | $46.575.582 | 290.462 | 1,10% | Azioni |
| Greenstone Partners & Co., LLC | $43.874.486 | 273.617 | 1,04% | Azioni |
| NORTHERN TRUST CORP | $43.229.880 | 269.597 | 1,02% | Azioni |
| FMR LLC | $40.258.608 | 251.067 | 0,95% | Azioni |
| GILDER GAGNON HOWE & CO LLC | $40.129.872 | 250.264 | 0,95% | Azioni |
| JENNISON ASSOCIATES LLC | $38.189.920 | 238.166 | 0,90% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37.537.935 | 234.100 | 0,89% | Azioni |
| Greenstone Partners, L.P. | $36.601.032 | 132.776 | 0,87% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $36.063.356 | 224.904 | 0,85% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $29.799.444 | 185.840 | 0,70% | Azioni |
| JONES FINANCIAL COMPANIES LLLP | $27.536.140 | 176.922 | 0,65% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26.461.758 | 165.025 | 0,63% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $24.841.743 | 154.922 | 0,59% | Azioni |
| Bank of New York Mellon Corp | $23.523.746 | 146.702 | 0,56% | Azioni |
| WELLS FARGO & COMPANY/MN | $22.660.070 | 141.316 | 0,54% | Azioni |
| Caisse de depot et placement du Quebec | $22.119.801 | 137.947 | 0,52% | Azioni |
| UBS Group AG | $22.078.912 | 137.692 | 0,52% | Azioni |
| FIRST TRUST ADVISORS LP | $20.630.631 | 128.660 | 0,49% | Azioni |
| AMERIPRISE FINANCIAL INC | $20.546.471 | 128.132 | 0,49% | Azioni |
| Fiera Capital Corp | $20.222.861 | 126.117 | 0,48% | Azioni |
| FEDERATED HERMES, INC. | $19.859.588 | 123.852 | 0,47% | Azioni |
| Sone Capital Management, LLC | $18.640.848 | 116.251 | 0,44% | Azioni |
| ROYAL BANK OF CANADA | $17.405.000 | 108.539 | 0,41% | Azioni |
| JPMORGAN CHASE & CO | $17.095.253 | 108.071 | 0,40% | Azioni |
| Point72 Asset Management, L.P. | $16.221.327 | 101.162 | 0,38% | Azioni |
| BROWN CAPITAL MANAGEMENT LLC | $15.962.682 | 99.549 | 0,38% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $15.649.679 | 97.598 | 0,37% | Azioni |
| NORGES BANK | $15.325.612 | 95.576 | 0,36% | Azioni |
| CROSSLINK CAPITAL INC | $14.967.069 | 93.340 | 0,35% | Azioni |
| TenCore Partners, LP | $14.154.095 | 88.270 | 0,33% | Azioni |
Attivisti e proprietari del 5%+ 7 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| Maurice J Duca | 13 Agosto 2026 | 21,20% | Modifica | · | SEC |
| Maurice J. Duca ×3 depositi | 19 Luglio 2024 | · | Deposito iniziale | · | SEC |
| Timothy K. Bliss ×2 depositi | 15 Dicembre 2023 | · | Deposito iniziale | · | SEC |
| IGSB IVP III, LLC, IGSB Internal Venture Fund III, LLC, Investment Group of Santa Barbara, LLC, Timothy K. Bliss, Maurice J. Duca, William R. Rauth III ×2 depositi | 23 Dicembre 2021 | · | Deposito iniziale | · | SEC |
| Marc Stad, Dragoneer Investment Group, LLC, Dragoneer Global Fund II, L.P. ×18 depositi | 15 Novembre 2017 | · | Deposito iniziale | · | SEC |
| William E. Oberndorf, Bill & Susan Oberndorf Foundation, Oberndorf Investments LLC, Peter C. Oberndorf, Peter Oberndorf Irrevocable Trust, dated 6/30/89, C aroline G. Oberndorf, William E. Oberndorf Irrevocable Trust, dated 6/30/89 ×2 depositi | 15 Gennaio 2016 | · | Deposito iniziale | · | SEC |
| IGSB IVP II, LLC, IGSB Internal Venture Fund II, LLC, IGSB IVP III, LLC, IGSB Internal Venture Fund III, LLC, Investment Group of Santa Barbara, LLC, Timothy K. Bliss, Maurice J. Duca, William R. Rauth III ×3 depositi | 31 Dicembre 2015 | · | Deposito iniziale | · | 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.
Insider aziendali 35 insider · 12 dirigenti · 16 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| William Shane Trigg | Chief Executive Officer | 14 Agosto 2026 S | 70.772 | 0 | 24 | $-3.099.167 |
| Jason Robert Randall | Chief Executive Officer | 17 Dicembre 2021 C | 0 | 0 | 0 | $0 |
| Brian Donahoo | Chief Executive Officer | 18 Gennaio 2017 S | 996.149 | 0 | 0 | $0 |
| Timothy Mathias Eaton | Chief Financial Officer | 19 Agosto 2026 S | 16.714 | 0 | 7 | $-607.414 |
| Fay Sien Goon | Chief Financial Officer | 10 Agosto 2024 F | 90.971 | 0 | 0 | $0 |
| Ida Kathleen Kane | Chief Financial Officer | 13 Maggio 2021 M | 375 | 0 | 0 | $0 |
| Evan Pickering | General Counsel | 12 Agosto 2026 S | 5.167 | 0 | 9 | $-409.276 |
| Don Rigler | Principal Accounting Officer | 10 Agosto 2026 F | 4.025 | 0 | 2 | $-53.314 |
| Elizabeth Erin Barat | Chief People Officer | 10 Agosto 2026 F | 20.301 | 0 | 1 | $-312.761 |
| Matthew S Mazza | Chief Trust Officer | 15 Settembre 2025 S | 25.015 | 0 | 0 | $0 |
| Jonathan Walker | Founder | 10 Novembre 2022 F | 26.348 | 0 | 0 | $0 |
| Ann M Wilson | Principal Accounting Officer | 10 Febbraio 2022 J | 5.911 | 0 | 0 | $0 |
| Michael Miqi Yang | Direttore | 29 Giugno 2026 A | 3.776 | 0 | 0 | $0 |
| Saori Casey | Direttore | 29 Giugno 2026 A | 2.358 | 0 | 0 | $0 |
| Diya Jolly | Direttore | 29 Giugno 2026 A | 2.217 | 0 | 0 | $0 |
| Olivia Nottebohm | Direttore | 29 Giugno 2026 A | 4.019 | 0 | 0 | $0 |
| Agnes Bundy Scanlan | Direttore | 29 Giugno 2026 A | 7.343 | 0 | 0 | $0 |
| Winifred Markus Webb | Direttore | 29 Giugno 2026 A | 9.225 | 0 | 0 | $0 |
| APPFOLIO INC | Direttore | 29 Giugno 2026 A | 2.217 | 0 | 0 | $0 |
| Robert Donald Casey III | Direttore | 01 Agosto 2025 A | 28.399 | 0 | 0 | $0 |
| Andreas Von Blottnitz | Direttore | 27 Giugno 2025 A | 6.764 | 0 | 0 | $0 |
| Timothy K Bliss | Direttore | 09 Giugno 2025 P | 22.000 | 0 | 0 | $0 |
| Alexander Wolf | Direttore | 14 Febbraio 2025 P | 2.000 | 0 | 0 | $0 |
| William R Rauth III | Direttore | 01 Dicembre 2021 J | 6.698 | 0 | 0 | $0 |
| James R Peters | Direttore | 27 Giugno 2019 A | 25.400 | 0 | 0 | $0 |
| Maurice J Duca | Proprietario del 10% | 21 Agosto 2026 S | 31.500 | 0 | 357 | $-43.009.330 |
| Klaus Schauser | Proprietario del 10% | 17 Novembre 2025 C | 505.000 | 0 | 0 | $0 |
| Investment Group of Santa Barbara, LLC | Proprietario del 10% | 01 Dicembre 2021 J | · | 0 | 0 | $0 |
| IGSB IVP III, LLC | Proprietario del 10% | 01 Dicembre 2021 J | · | 0 | 0 | $0 |
| IGSB Internal Venture Fund III, LLC | Proprietario del 10% | 01 Dicembre 2021 J | · | 0 | 0 | $0 |
| Charles J Keenan IV | Proprietario del 10% | 10 Febbraio 2016 C | 58.343 | 0 | 0 | $0 |
| IGSB Internal Venture Fund II, LLC | Proprietario del 10% | 18 Dicembre 2015 J | · | 0 | 0 | $0 |
| IGSB IVP II, LLC | Proprietario del 10% | 18 Dicembre 2015 J | · | 0 | 0 | $0 |
| Janet Kerr | · | 10 Marzo 2026 G | 10.352 | 0 | 0 | $0 |
| OBERNDORF WILLIAM E | · | 19 Giugno 2017 S | 286.171 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 66 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| GRPM · Invesco Exchange-Traded Fund Trust | 2,45% | 60.005 SH | 01 Ottobre 2026 | Giornaliero |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,90% | 239.560 SH | 01 Ottobre 2026 | Giornaliero |
| LSEQ · Harbor ETF Trust | 0,82% | 699 NS | 31 Luglio 2026 | N-PORT |
| BUL · Pacer Funds Trust | 0,81% | 5.938 NS | 31 Luglio 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0,64% | 10.524 SH | 01 Ottobre 2026 | Giornaliero |
| MCOW · Pacer Funds Trust | 0,61% | 36 NS | 31 Luglio 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,24% | 17.370 NS | 31 Luglio 2026 | N-PORT |
| QLV · FlexShares Trust | 0,24% | 2.184 NS | 31 Luglio 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,24% | 3.244 NS | 31 Luglio 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,20% | 23.710 SH | 19 Agosto 2026 | Giornaliero |
| BKSE · BNY Mellon ETF Trust | 0,19% | 911 NS | 31 Luglio 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,18% | 3.644 SH | 01 Ottobre 2026 | Giornaliero |
| IGV · iShares Trust | 0,17% | 109.834 SH | 11 Settembre 2026 | Giornaliero |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,17% | 6.517 NS | 31 Luglio 2026 | N-PORT |
| ISCG · iShares Trust | 0,16% | 7.600 SH | 11 Settembre 2026 | Giornaliero |
| VFMV · VANGUARD WELLINGTON FUND | 0,16% | 4.232 SH | 19 Agosto 2026 | Giornaliero |
| IWP · iShares Trust | 0,14% | 128.445 SH | 11 Settembre 2026 | Giornaliero |
| PTMC · Pacer Funds Trust | 0,12% | 2.645 NS | 31 Luglio 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,11% | 38.771 SH | 19 Agosto 2026 | Giornaliero |
| FSMD · FIDELITY COVINGTON TRUST | 0,11% | 15.243 NS | 31 Luglio 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,10% | 303.324 SH | 19 Agosto 2026 | Giornaliero |
| MIDU · Direxion Shares ETF Trust | 0,09% | 353 NS | 31 Luglio 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 41.872 NS | 31 Luglio 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 4.065 NS | 31 Luglio 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,08% | 69.894 NS | 31 Luglio 2026 | N-PORT |
| ESML · iShares Trust | 0,08% | 10.775 SH | 11 Settembre 2026 | Giornaliero |
| SMMD · iShares Trust | 0,06% | 12.112 SH | 11 Settembre 2026 | Giornaliero |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 2.453 SH | 01 Ottobre 2026 | Giornaliero |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,06% | 8.292 SH | 01 Ottobre 2026 | Giornaliero |
| VFQY · VANGUARD WELLINGTON FUND | 0,06% | 1.922 SH | 19 Agosto 2026 | Giornaliero |
| FTEC · FIDELITY COVINGTON TRUST | 0,06% | 65.861 NS | 31 Luglio 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 7.551 NS | 31 Luglio 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,05% | 546.712 SH | 19 Agosto 2026 | Giornaliero |
| WSML · iShares Trust | 0,04% | 1.376 SH | 11 Settembre 2026 | Giornaliero |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,04% | 2.649 SH | 01 Ottobre 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,04% | 275.934 SH | 19 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,04% | 523.064 SH | 19 Agosto 2026 | Giornaliero |
| IWR · iShares Trust | 0,03% | 93.815 SH | 11 Settembre 2026 | Giornaliero |
| IYW · iShares Trust | 0,02% | 28.250 SH | 11 Settembre 2026 | Giornaliero |
| IGM · iShares Trust | 0,02% | 11.293 SH | 11 Settembre 2026 | Giornaliero |
| LRND · New York Life Investments ETF Trust | 0,02% | 432 NS | 31 Luglio 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,02% | 4.040 SH | 01 Ottobre 2026 | Giornaliero |
| IWF · iShares Trust | 0,01% | 85.816 SH | 11 Settembre 2026 | Giornaliero |
| IUSG · iShares Trust | 0,01% | 20.472 SH | 11 Settembre 2026 | Giornaliero |
| DFAC · Dimensional ETF Trust | 0,01% | 32.075 NS | 31 Luglio 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 724.113 SH | 19 Agosto 2026 | Giornaliero |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 3.734 SH | 19 Agosto 2026 | Giornaliero |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 37.470 SH | 19 Agosto 2026 | Giornaliero |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 1.971 SH | 19 Agosto 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,01% | 5.148 SH | 19 Agosto 2026 | Giornaliero |
| DFSU · Dimensional ETF Trust | 0,01% | 1.195 NS | 31 Luglio 2026 | N-PORT |
| TILT · FlexShares Trust | 0,01% | 1.106 NS | 31 Luglio 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 1.314 NS | 31 Luglio 2026 | N-PORT |
| IYY · iShares Trust | 0,01% | 1.026 SH | 09 Settembre 2026 | Giornaliero |
| ITOT · iShares Trust | 0,01% | 30.417 SH | 11 Settembre 2026 | Giornaliero |
| IWV · iShares Trust | 0,01% | 6.215 SH | 11 Settembre 2026 | Giornaliero |
| IWB · iShares Trust | 0,01% | 15.208 SH | 11 Settembre 2026 | Giornaliero |
| DFAU · Dimensional ETF Trust | 0,01% | 4.383 NS | 31 Luglio 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 7.089 NS | 31 Luglio 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 17.961 SH | 19 Agosto 2026 | Giornaliero |
| IJH · iShares Trust | · | 842.341 SH | 11 Settembre 2026 | Giornaliero |
| IJK · iShares Trust | · | 139.351 SH | 11 Settembre 2026 | Giornaliero |
| XJH · iShares Trust | · | 3.292 SH | 08 Settembre 2026 | Giornaliero |
| ISCB · iShares Trust | · | 1.075 SH | 11 Settembre 2026 | Giornaliero |
| SMLF · iShares Trust | · | 9.931 SH | 11 Settembre 2026 | Giornaliero |
| SMMV · iShares Trust | · | 5.955 SH | 01 Settembre 2026 | Giornaliero |
APPF Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
rating · 16 analisti
COMPRA
Target mediano
$232.50
+14,5%
4 25,0%
Acquisto forte
10 62,5%
Compra
2 12,5%
Mantieni
0 0,0%
Vendi
0 0,0%
Vendita forte
Target Price a 12 Mesi
8 analisti · 2026-10-01Target medio $236.04 +16,3%
Ora
Prezzo attuale $202.97
Basso$200.00
Media$236.04
Alto$280.00
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| APPF | · | 60.0 | 19.7% | 14.8% | 28.2% | · |
| RIOT | $4.71B | -6.5 | 71.9% | -102.4% | -21.6% | · |
| YOU | · | · | 16.9% | 12.1% | 58.1% | · |
| DBX | $6.75B | 14.9 | -1.1% | 20.2% | -32.8% | 80.1% |
| CIFR | $5.98B | -6.9 | 48.0% | -367.2% | -105.8% | · |
| RNG | · | 60.2 | 4.8% | · | · | · |
| TTAN | · | -46.1 | 24.5% | · | · | · |
| QBTS | $9.38B | -23.6 | 178.5% | -1444.1% | -45.9% | 82.6% |
| PEGA | $10.17B | 28.0 | 16.6% | 22.5% | 55.7% | 75.9% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Ultime notizie Notizie recenti che menzionano questa società
Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento
Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.
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Fonte: SEC 10-Q depositato Lug 23, 2026