APPF AppFolio, Inc. - Class A Common Stock
$211,09
Prezzo · Ago 19, 2026
Fondamentali al Lug 23, 2026
Intervallo 52 sett.
$143–$289
47% of range
Rating Analisti
BUY
17 analysts
Prezzo Obiettivo
$225
+7% upside
P/E (TTM)
60.0
ROE
28.2%
Margine di Profitto Netto
14.8%
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.
Leggi di più
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 ↗
APPF Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
Prezzo
$211.09
Capitalizzazione di Mercato
—
P/E (TTM)
60.0
EPS (TTM)
$3.88
Ricavi (TTM)
$951M
Rendimento div.
—
ROE
28.2%
D/E Debito/Patrimonio
—
Intervallo 52 sett.
$143 – $289
APPF Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Configure
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Ricavi e Utile Netto
$951M
2016-12-31
→
2025-12-31
EPS
$3.88
2016-12-31
→
2025-12-31
Flusso di cassa libero
$239M
2016-12-31
→
2025-12-31
Margini
14.8%
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Metrica
Tendenza 5 anni
APPF
Mediana dei peer
P/E (TTM)
60.0
41.7
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Metrica
Tendenza 5 anni
APPF
Mediana dei peer
Operating Margin (Margine Operativo)
16.1%
—
Net Profit Margin (Margine di Profitto Netto)
14.8%
-0.93%
ROA
21.4%
0.93%
ROE
28.2%
-19.7%
ROIC
24.6%
—
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Metrica
Tendenza 5 anni
APPF
Mediana dei peer
Current Ratio (Rapporto corrente)
3.3
2.1
Quick Ratio
1.3
—
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Metrica
Tendenza 5 anni
APPF
Mediana dei peer
Revenue YoY (Ricavi YoY)
19.7%
—
Revenue CAGR 3Y (CAGR Ricavi 3Y)
26.3%
—
Revenue CAGR 5Y (CAGR Ricavi 5Y)
25.1%
—
EPS YoY
-30.1%
—
Net Income YoY (Utile Netto YoY)
-30.9%
—
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
Metrica
Tendenza 5 anni
APPF
Mediana dei peer
APPF Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
COMPRA
17 analisti
- Acquisto forte 4 23,5%
- Compra 12 70,6%
- Mantieni 1 5,9%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
9 analisti · 2026-08-13
Mediana
$226.00
Ora
$211.09
Basso
$185.00
Alto
$260.00
Target mediano
$226.00
+7,1%
Target medio
$225.11
+6,6%
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
Sorpresa media
0.01%
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $1.71 | $1.72 | -0.01% |
| 31 Marzo 2026 | $1.61 | $1.50 | 0.11% |
| 31 Dicembre 2025 | $1.39 | $1.28 | 0.11% |
| 30 Settembre 2025 | $1.31 | $1.48 | -0.17% |
| 30 Giugno 2025 | $1.38 | $1.31 | 0.07% |
| 31 Marzo 2025 | $1.21 | $1.25 | -0.04% |
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| APPF | — | 60.0 | 19.7% | 14.8% | 28.2% | — |
| YOU | — | — | 16.9% | 12.1% | 58.1% | — |
| DBX | $6.75B | 14.9 | -1.1% | 20.2% | -32.8% | 80.1% |
| RIOT | $4.71B | -6.5 | 71.9% | -102.4% | -21.6% | — |
| CORZ | — | — | — | — | — | — |
| ACIW | $4.91B | 22.1 | 10.4% | 12.9% | 15.6% | — |
| RNG | — | 60.2 | 4.8% | — | — | — |
| ZETA | — | -145.4 | 29.7% | -2.4% | -4.3% | — |
| PEGA | $10.17B | 28.0 | 16.6% | 22.5% | 55.7% | 75.9% |
| KVYO | — | -295.2 | 31.6% | -2.6% | -2.8% | 74.7% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 16
| 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 28
| 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 16
| 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 7
| 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 5
| 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 2
| 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 | · |
Tassi di Crescita 9
| 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) 4
| 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 14
| 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 | -72,100,000 | 35,889,000 | 35,922,000 | 36,302,000 | -72,382,000 | 36,306,000 | 36,241,000 | 36,087,000 | -71,070,000 | 35,691,000 | 35,565,000 | 35,443,000 | -69,796,000 | 35,043,000 | |
| Shares (Diluted) | 35,461,000 | 35,812,000 | -72,784,000 | 36,259,000 | 36,204,000 | 36,648,000 | -73,390,000 | 36,756,000 | 36,742,000 | 36,674,000 | -71,073,000 | 36,482,000 | 35,565,000 | 35,443,000 | -69,796,000 | 35,043,000 | |
| EBITDA | $53M | $56M | · | $35M | $41M | $40M | · | $43M | $36M | $39M | · | $-67.0K | $-679.0K | $-20M | · | $-8M |
Stato Patrimoniale 24
| 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 13
| 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 7
| 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 2
| 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 2
| 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 |
Valutazione (TTM) 4
| 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 | $1.03B | $965M | · | $908M | $856M | $808M | · | $756M | $697M | $636M | · | $574M | $526M | $484M | · | $444M | |
| Net Income TTM | $154M | $143M | · | $134M | $130M | $133M | · | $128M | $76M | $11M | · | $-32M | $-88M | $-84M | · | $-49M | |
| P/E | 37.6 | 39.9 | · | 74.9 | 64.7 | 60.7 | · | 67.6 | 119.3 | 987.0 | · | -198.5 | -68.9 | -52.3 | · | -75.3 | |
| Earnings Yield | 2.7% | 2.5% | · | 1.3% | 1.6% | 1.7% | · | 1.5% | 0.84% | 0.10% | · | -0.50% | -1.5% | -1.9% | · | -1.3% |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 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 |
Stato Patrimoniale
| 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 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $239M | $186M | $51M | $19M | $27M |
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Proprietari istituzionali (13F) 426 filer · $2.4B totale · Aggiornato al 30 Giugno 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.
Attività istituzionale — Q2 2026 vs trimestre precedente
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 71 (+1 vs trimestre precedente) | 61 (-8 vs trimestre precedente) | 140 (-41 vs trimestre precedente) | 139 (+35 vs trimestre precedente) | +4.4M |
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 PORTFOLIO MANAGEMENT LLC | $238.930.800 | 1.490.058 | 9,75% | Azioni |
| Ashe Capital Management, LP | $168.033.170 | 1.047.915 | 6,86% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $166.994.583 | 1.041.438 | 6,82% | Azioni |
| STATE STREET CORP | $122.849.106 | 766.131 | 5,02% | Azioni |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $115.744.799 | 721.826 | 4,73% | Azioni |
| LONDON CO OF VIRGINIA | $112.750.940 | 703.151 | 4,60% | Azioni |
| Nellore Capital Management LLC | $105.007.603 | 654.865 | 4,29% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $67.186.992 | 418.883 | 2,74% | Azioni |
| Lead Edge Capital Management, LLC | $64.084.840 | 399.656 | 2,62% | Azioni |
| NEUBERGER BERMAN GROUP LLC | $62.731.486 | 391.216 | 2,56% | Azioni |
| Keenan Capital, LLC | $53.646.215 | 334.557 | 2,19% | Azioni |
| LONG WALK MANAGEMENT LP | $48.886.706 | 304.875 | 2,00% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $48.494.811 | 302.431 | 1,98% | Azioni |
| Caledonia (Private) Investments Pty Ltd | $46.575.582 | 290.462 | 1,90% | Azioni |
| Greenstone Partners & Co., LLC | $43.874.486 | 273.617 | 1,79% | Azioni |
| GILDER GAGNON HOWE & CO LLC | $40.129.872 | 250.264 | 1,64% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37.537.935 | 234.100 | 1,53% | Azioni |
| FMR LLC | $37.018.080 | 230.858 | 1,51% | Azioni |
| Greenstone Partners, L.P. | $36.601.032 | 132.776 | 1,49% | Azioni |
| VANGUARD GROUP INC | $33.261.273 | 142.967 | 1,36% | Azioni |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $31.875.656 | 198.788 | 1,30% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $29.799.444 | 185.840 | 1,22% | Azioni |
| JONES FINANCIAL COMPANIES LLLP | $27.536.140 | 176.922 | 1,12% | Azioni |
| JENNISON ASSOCIATES LLC | $27.356.513 | 170.605 | 1,12% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $24.841.743 | 154.922 | 1,01% | Azioni |
| Caisse de depot et placement du Quebec | $22.119.801 | 137.947 | 0,90% | Azioni |
| FIRST TRUST ADVISORS LP | $20.630.631 | 128.660 | 0,84% | Azioni |
| AMERIPRISE FINANCIAL INC | $19.477.578 | 121.466 | 0,80% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $19.217.466 | 119.847 | 0,78% | Azioni |
| Sone Capital Management, LLC | $18.640.848 | 116.251 | 0,76% | Azioni |
| Point72 Asset Management, L.P. | $16.221.327 | 101.162 | 0,66% | Azioni |
| BROWN CAPITAL MANAGEMENT LLC | $15.962.682 | 99.549 | 0,65% | Azioni |
| NORGES BANK | $15.325.612 | 95.576 | 0,63% | Azioni |
| CROSSLINK CAPITAL INC | $14.967.069 | 93.340 | 0,61% | Azioni |
| TenCore Partners, LP | $14.154.095 | 88.270 | 0,58% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $14.103.825 | 87.957 | 0,58% | Azioni |
| Langdon Equity Partners | $13.629.750 | 85.000 | 0,56% | Azioni |
| JPMORGAN CHASE & CO | $13.419.928 | 84.597 | 0,55% | Azioni |
| HMI Capital Management, L.P. | $12.026.250 | 75.000 | 0,49% | Azioni |
| Tensile Capital Management LP | $11.705.550 | 73.000 | 0,48% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $11.131.176 | 69.418 | 0,45% | Azioni |
| Toroso Investments, LLC | $10.878.016 | 46.757 | 0,44% | Azioni |
| RHUMBLINE ADVISERS | $10.129.260 | 63.170 | 0,41% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $9.995.417 | 62.335 | 0,41% | Azioni |
| Ranger Investment Management, L.P. | $9.090.081 | 56.689 | 0,37% | Azioni |
| Gotham Asset Management, LLC | $8.971.101 | 55.947 | 0,37% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $8.900.339 | 55.471 | 0,36% | Azioni |
| EULAV Asset Management | $8.893.011 | 55.460 | 0,36% | Azioni |
| Quantinno Capital Management LP | $8.501.436 | 53.018 | 0,35% | Azioni |
| RIVERBRIDGE PARTNERS LLC | $8.151.692 | 50.837 | 0,33% | Azioni |
| ROYCE & ASSOCIATES LP | $7.882.646 | 49.159 | 0,32% | Azioni |
| Granite Investment Partners, LLC | $7.654.788 | 47.738 | 0,31% | Azioni |
| BANK OF AMERICA CORP /DE/ | $7.600.910 | 47.402 | 0,31% | Azioni |
| Swiss National Bank | $7.433.826 | 46.360 | 0,30% | Azioni |
| JANE STREET GROUP, LLC | $6.494.175 | 40.500 | 0,27% | Opzione Put |
| TWO SIGMA ADVISERS, LP | $6.189.886 | 26.606 | 0,25% | Azioni |
| BLAIR WILLIAM & CO/IL | $5.995.246 | 37.389 | 0,24% | Azioni |
| LOOMIS SAYLES & CO L P | $5.685.370 | 35.456 | 0,23% | Azioni |
| GOLDMAN SACHS GROUP INC | $5.499.684 | 34.298 | 0,22% | Azioni |
| ROYAL BANK OF CANADA | $5.469.000 | 34.106 | 0,22% | Azioni |
| Russell Investments Group, Ltd. | $5.004.202 | 31.208 | 0,20% | Azioni |
| Squarepoint Ops LLC | $4.880.733 | 30.438 | 0,20% | Azioni |
| BlackRock, Inc. | $4.672.278 | 29.138 | 0,19% | Azioni |
| CITADEL ADVISORS LLC | $4.537.905 | 28.300 | 0,19% | Opzione Put |
| Balyasny Asset Management L.P. | $4.528.124 | 28.239 | 0,18% | Azioni |
| Baker Avenue Asset Management, LP | $4.387.176 | 27.360 | 0,18% | Azioni |
| Atika Capital Management LLC | $4.307.322 | 26.862 | 0,18% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4.282.628 | 26.708 | 0,17% | Azioni |
| JANE STREET GROUP, LLC | $4.249.275 | 26.500 | 0,17% | Opzione Call |
| ALLIANCEBERNSTEIN L.P. | $4.237.625 | 26.851 | 0,17% | Azioni |
| XTX Topco Ltd | $4.205.981 | 26.230 | 0,17% | Azioni |
| CITADEL ADVISORS LLC | $4.153.065 | 25.900 | 0,17% | Opzione Call |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.066.390 | 25.766 | 0,17% | Azioni |
| Retirement Systems of Alabama | $3.985.339 | 24.854 | 0,16% | Azioni |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3.832.205 | 23.899 | 0,16% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.796.767 | 23.678 | 0,16% | Azioni |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3.661.272 | 22.833 | 0,15% | Azioni |
| Advisors Capital Management, LLC | $3.235.221 | 20.176 | 0,13% | Azioni |
| EFG Asset Management (North America) Corp. | $3.228.406 | 11.702 | 0,13% | Azioni |
| Assenagon Asset Management S.A. | $3.095.236 | 19.303 | 0,13% | Azioni |
| Orion Porfolio Solutions, LLC | $3.076.588 | 19.187 | 0,13% | Azioni |
| Davidson Kahn Capital Management, LLC | $3.035.426 | 18.930 | 0,12% | Azioni |
| Orion Portfolio Solutions, LLC | $3.025.164 | 13.757 | 0,12% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $2.945.790 | 18.371 | 0,12% | Azioni |
| Alamar Capital Management, LLC | $2.878.283 | 17.950 | 0,12% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2.651.708 | 16.537 | 0,11% | Azioni |
| CHANNEL WEALTH LLC | $2.643.530 | 16.486 | 0,11% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $2.561.110 | 15.972 | 0,10% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.453.355 | 15.300 | 0,10% | Opzione Put |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $2.426.772 | 10.431 | 0,10% | Azioni |
| Legal & General Group Plc | $2.331.649 | 14.541 | 0,10% | Azioni |
| WOLVERINE TRADING, LLC | $2.306.418 | 8.162 | 0,09% | Azioni |
| JOHNSON INVESTMENT COUNSEL INC | $2.278.734 | 14.211 | 0,09% | Azioni |
| Nicholas Investment Partners, LP | $2.256.285 | 14.071 | 0,09% | Azioni |
| MISSION WEALTH MANAGEMENT, LP | $2.255.644 | 14.067 | 0,09% | Azioni |
| Kerrisdale Advisers, LLC | $2.229.506 | 13.904 | 0,09% | Azioni |
| Man Group plc | $2.207.218 | 13.765 | 0,09% | Azioni |
| Aristides Capital LLC | $2.142.276 | 13.360 | 0,09% | Azioni |
| Connor, Clark & Lunn Investment Management Ltd. | $2.138.588 | 13.337 | 0,09% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $2.128.326 | 13.273 | 0,09% | Azioni |
Insider aziendali 28 insider · 2 dirigenti · 12 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Brian Donahoo | Chief Executive Officer | 25 Giugno 2015 C | — | 0 | 0 | $0 |
| Klaus Schauser | Chief Strategist | 25 Giugno 2015 C | — | 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 |
| Timothy K Bliss | Direttore | 09 Giugno 2025 P | 22.000 | 0 | 0 | $0 |
| William R Rauth III | Direttore | 01 Dicembre 2021 J | 6.698 | 0 | 0 | $0 |
| Andreas Von Blottnitz | Direttore | 25 Giugno 2015 A | 8.333 | 0 | 0 | $0 |
| Maurice J Duca | Proprietario del 10% | 17 Agosto 2026 S | 50.732 | 0 | 289 | $-37.717.667 |
| 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 |
| William Shane Trigg | — | 14 Agosto 2026 S | 70.772 | 0 | 1 | $-421.685 |
| Evan Pickering | — | 12 Agosto 2026 S | 5.167 | 0 | 8 | $-327.890 |
| Don Rigler | — | 10 Agosto 2026 F | 4.025 | 0 | 2 | $-53.314 |
| Elizabeth Erin Barat | — | 10 Agosto 2026 F | 20.301 | 0 | 0 | $0 |
| Timothy Mathias Eaton | — | 10 Agosto 2026 F | 17.087 | 0 | 5 | $-413.788 |
| Janet Kerr | — | 10 Marzo 2026 G | 10.352 | 0 | 0 | $0 |
| OBERNDORF WILLIAM E | — | 19 Giugno 2017 S | 286.171 | 0 | 0 | $0 |
| James R Peters | — | 27 Giugno 2016 A | 19.762 | 0 | 0 | $0 |
| Ida Kathleen Kane | — | 20 Maggio 2016 A | — | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
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.
Proprietà ETF Posseduti da 88 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 | 2,29% | 58.685 SH | 08 Agosto 2026 | Giornaliero |
| PJFM · PGIM ETF Trust | 1,29% | 1.331 NS | 29 Maggio 2026 | N-PORT |
| RSMC · Tidal Trust III | 1,14% | 51.657 NS | 30 Aprile 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,76% | 215.235 SH | 08 Agosto 2026 | Giornaliero |
| BUL · Pacer Funds Trust | 0,75% | 5.727 NS | 30 Aprile 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,61% | 36 NS | 30 Aprile 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0,60% | 10.797 SH | 08 Agosto 2026 | Giornaliero |
| HOMZ · ETF Series Solutions | 0,50% | 1.057 NS | 31 Maggio 2026 | N-PORT |
| NBSM · Neuberger Berman ETF Trust | 0,46% | 6.479 NS | 31 Maggio 2026 | N-PORT |
| COWG · Pacer Funds Trust | 0,46% | 60.050 NS | 30 Aprile 2026 | N-PORT |
| SMMV · iShares Trust | 0,44% | 6.637 SH | 08 Agosto 2026 | Giornaliero |
| TMFX · RBB Fund, Inc. | 0,28% | 567 NS | 31 Maggio 2026 | N-PORT |
| IJK · iShares Trust | 0,25% | 140.702 SH | 08 Agosto 2026 | Giornaliero |
| SKYU · ProShares Trust | 0,24% | 54 NS | 31 Maggio 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,23% | 17.769 NS | 30 Aprile 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,21% | 2.853 NS | 31 Maggio 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,21% | 8.959 NS | 31 Maggio 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 8.873 NS | 30 Aprile 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,20% | 23.710 SH | 08 Agosto 2026 | Giornaliero |
| IGV · iShares Trust | 0,16% | 117.268 SH | 08 Agosto 2026 | Giornaliero |
| VFMV · VANGUARD WELLINGTON FUND | 0,16% | 4.232 SH | 08 Agosto 2026 | Giornaliero |
| QLV · FlexShares Trust | 0,15% | 1.547 NS | 30 Aprile 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,15% | 2.815 NS | 30 Aprile 2026 | N-PORT |
| XJH · iShares Trust | 0,15% | 3.250 SH | 08 Agosto 2026 | Giornaliero |
| ISCG · iShares Trust | 0,15% | 7.526 SH | 08 Agosto 2026 | Giornaliero |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,14% | 3.090 SH | 08 Agosto 2026 | Giornaliero |
| IJH · iShares Trust | 0,13% | 828.466 SH | 08 Agosto 2026 | Giornaliero |
| IWP · iShares Trust | 0,13% | 131.711 SH | 08 Agosto 2026 | Giornaliero |
| PTMC · Pacer Funds Trust | 0,12% | 2.792 NS | 30 Aprile 2026 | N-PORT |
| SXQG · EXCHANGE TRADED CONCEPTS TRUST | 0,12% | 488 NS | 31 Maggio 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,11% | 4.166 NS | 30 Aprile 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,11% | 38.771 SH | 08 Agosto 2026 | Giornaliero |
| FSMD · FIDELITY COVINGTON TRUST | 0,10% | 14.732 NS | 30 Aprile 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,10% | 303.324 SH | 08 Agosto 2026 | Giornaliero |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 41.389 NS | 30 Aprile 2026 | N-PORT |
| MVV · ProShares Trust | 0,08% | 841 NS | 31 Maggio 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,08% | 117.205 NS | 31 Maggio 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,08% | 404 NS | 30 Aprile 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,08% | 3.343 SH | 08 Agosto 2026 | Giornaliero |
| TMFE · RBB Fund, Inc. | 0,08% | 410 NS | 31 Maggio 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,07% | 60.510 NS | 30 Aprile 2026 | N-PORT |
| ISCB · iShares Trust | 0,07% | 1.061 SH | 08 Agosto 2026 | Giornaliero |
| ESML · iShares Trust | 0,07% | 10.617 SH | 08 Agosto 2026 | Giornaliero |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 8.783 NS | 30 Aprile 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,06% | 1.922 SH | 08 Agosto 2026 | Giornaliero |
| FTEC · FIDELITY COVINGTON TRUST | 0,06% | 64.145 NS | 30 Aprile 2026 | N-PORT |
| UMDD · ProShares Trust | 0,06% | 117 NS | 31 Maggio 2026 | N-PORT |
| SMMD · iShares Trust | 0,06% | 11.384 SH | 08 Agosto 2026 | Giornaliero |
| VGT · VANGUARD WORLD FUND | 0,05% | 546.712 SH | 08 Agosto 2026 | Giornaliero |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 6.887 SH | 08 Agosto 2026 | Giornaliero |