CSGP CoStar Group, Inc. - Common Stock
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CoStar Group, Inc. is an American provider of information, analytics, and marketing services to the commercial property industry in North America and Europe. Founded in 1987 by Andrew C. Florance and based in Arlington, Virginia, the company operates the CoStar online database and news website and several online marketplaces, including Apartments.com and Homes.com.
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CoStar Group, Inc. is an American provider of information, analytics, and marketing services to the commercial property industry in North America and Europe. Founded in 1987 by Andrew C. Florance and based in Arlington, Virginia, the company operates the CoStar online database and news website and several online marketplaces, including Apartments.com and Homes.com.
History
Origins
CoStar Group was founded in 1987 by Andrew C. Florance in Washington, D.C., as one of the first companies that digitized and aggregated property data before the Internet became widely available. In 1998, the company went public via an initial public offering on Nasdaq, raising $22.5 million. In June 2004, the lawsuit CoStar Group, Inc. v. LoopNet, Inc. became a landmark case in copyright law about the role of an Internet service provider in monitoring copyrighted content posted on its servers. In October 2009, the company acquired a building from the Mortgage Bankers Association for $41.3 million, which served as the company's headquarters. The building had sold for $97 million two years earlier, with CoStar Group claiming that it had used its analytics data to determine the right time to buy. In 2025, CoStar Group moved its headquarters to Arlington, Virginia.
Growth and expansion
Throughout the 2010s, CoStar Group expanded its footprint in the commercial property industry with a series of acquisitions in North America and Europe. In 2009, it acquired Property and Portfolio Research company Grecam, joining the company's existing Grecam service. In 2012, it acquired the online marketing site LoopNet for $860 million. With the acquisition, CoStar Group also took over the Loopnet properties BizBuySell and LandsofAmerica. Two years later, the company acquired Apartments.com for $585 million, as well as Apartment Finder the following year.
From 2017 through 2020, the company acquired the online marketplaces Westside Rentals, ForRent.com (previously owned by Dominion Enterprises), Cozy Services, Off Campus Partners, and Ten-X; in addition to the hotel research and analytics firm STR, the residential mobile application provider Homesnap. In April 2021, it acquired Homes.com, a prominent residential real-estate website, from Dominion Enterprises for $156 million in cash. In February 2025, CoStar acquired the 3D spatial mapping company Matterport for $1.6 billion.
Overseas, its European division acquired the German real-estate business data company Thomas Daily and the Spanish online marketplace and information provider Belbex in 2016. From 2018 through 2023, it acquired the British online marketplace Realla, the German real-estate data company Emporis, the French online marketplace BureauxLocaux, and the British property portal OnTheMarket. After initially taking a 16.9% stake in Australian real estate information company Domain Group, CoStar entered an agreement to acquire 100% of the company for US$1.92 billion in May 2025.
Other activities
In 2019, CoStar Group announced that Oxford Economics would provide the economic data and forecasts used in its products.
In 2022, Business Insider reported that over 29 then-current and former employees had claimed to have been excessively monitored and micromanaged – including with unscheduled check-in video calls made by the company's IT department – as well as being publicly berated and arbitrarily fired in some cases. The company made efforts to take down criticism of itself on various social media platforms. CoStar Group denied the allegations, contending that the discontent had stemmed from the company's high expectations.
In 2024, CoStar Group purchased an estimated $35 million worth of airtime at Super Bowl LVIII for four Super Bowl commercials advertising its subsidiaries Homes.com and Apartments.com, which The New York Times described as an effort to rival competitor services such as Zillow and Realtor.com.
CoStar has been criticized for anticompetitive and monopolistic business practices, often using aggressive litigation and "public-relations warfare" to "push [competitors] to the brink of collapse or weaken them enough to make them soft targets for an acquisition".
Legal cases
Xceligent
In December 2016, CoStar Group filed a lawsuit against rival Xceligent, owned by London-based Daily Mail and General Trust for copyright infringement of thousands of images. According to the lawsuit, Xceligent used offshore contractors in India and the Philippines to copy CoStar Group's copyrighted photographs and crop out the CoStar Group watermark.. The court entered a $500 million judgement and permanent injunction against Xceligent, valuing each CoStar Group image at $50,000.
CREXi
In September 2020, CoStar Group filed a lawsuit against rival commercial real estate marketplace, Commercial Real Estate Exchange, Inc. (CREXi). The suit alleged CREXi engaged offshore contractors to copy and crop CoStar Group's copyrighted images from LoopNet, a CoStar Group website. In June 2025, the court found significant evidence that CREXi and its contractors copied images from LoopNet, and that CoStar Group owned the photographs that they claimed were infringed.
In September 2024, CoStar Group obtained a permanent injunction against CREXi's founding investor, Leon Capital LLC, for unauthorized access to CoStar's database.
Simultaneously, CoStar Group filed multiple lawsuits in India against CREXi-hired contractors, known as BPOs, for assisting in the copyright infringement. Those cases resulted in several judgments and permanent injunctions against CREXi's offshore contractors.
STR
In February 2024, a proposed consumer class action lawsuit was filed against CoStar Group in multiple states, accusing the company of a price-fixing conspiracy in which it conspired with a group of luxury hotel chains—including Hilton, Hyatt, Marriott, InterContinental, Loews, and Accor—to keep room rental prices artificially high by sharing competitively sensitive information through the company's STR reports. These allegations were based in part on insider information shared by an STR software engineer. In September 2025, the claims were dismissed by the court.
Move, Inc.
In July 2024, CoStar Group was sued by competitor Move, Inc., the operator of Realtor.com, for alleged trade secret misappropriation. Move sought a preliminary injunction against CoStar Group. The injunction was denied by a California federal court on the basis that Move had not provided evidence of any irreparable harm. In April 2025, less than a year after filing its lawsuit, Move voluntarily dismissed the case.
Zillow
CoStar Group sued Zillow in July 2025 for copyright infringement, including for using tens of thousands of CoStar Group's watermarked photographs on its sites, as well as syndicating those photographs on Zillow's partner sites, Redfin and Realtor.com.
Business
CoStar Group provides commercial real estate information, analytics, and online marketplaces for real estate transactions. Its research services include online services and research for the rental home and hotel industry.
As of March 2026, its subsidiaries include:
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
CSGP Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
CSGP Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
CSGP Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
- Acquisto forte 6 21,4%
- Compra 10 35,7%
- Mantieni 11 39,3%
- Vendi 1 3,6%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
20 analisti · 2026-08-17Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $0.32 | $0.30 | 0.02% |
| 31 Marzo 2026 | $0.23 | $0.19 | 0.04% |
| 31 Dicembre 2025 | $0.31 | $0.28 | 0.03% |
| 30 Settembre 2025 | $0.23 | $0.18 | 0.05% |
| 30 Giugno 2025 | $0.17 | $0.13 | 0.04% |
| 31 Marzo 2025 | $0.19 | $0.09 | 0.10% |
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 |
|---|---|---|---|---|---|---|
| CSGP | $28.10B | 3362.0 | 18.7% | 0.22% | 0.08% | 78.9% |
| CBRE | $47.55B | 41.8 | 13.4% | 2.9% | 13.4% | — |
| JLL | $15.80B | 20.5 | 11.5% | 3.0% | 11.1% | — |
| COMP | $5.96B | -105.7 | 23.7% | -0.84% | -9.8% | — |
| Z | $16.40B | 758.0 | 15.5% | 0.89% | 0.48% | 74.1% |
| OPEN | — | — | — | — | — | — |
| NMRK | — | 25.5 | 20.3% | 3.8% | 9.5% | — |
| MMI | $1.05B | -545.8 | 8.5% | -0.25% | -0.32% | — |
| AGNT | — | — | — | — | — | — |
| RMAX | — | 7.3 | -5.2% | — | — | — |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 17
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.25B | $2.74B | $2.46B | $2.18B | $1.94B | $1.66B | $1.40B | $1.19B | $965M | $838M | $712M | $576M | |
| Cost of Revenue | $686M | $558M | $491M | $414M | $357M | $309M | $289M | $270M | $220M | $174M | $189M | $157M | |
| Gross Profit | $2.56B | $2.18B | $1.96B | $1.77B | $1.59B | $1.35B | $1.11B | $922M | $745M | $664M | $523M | $419M | |
| SG&A Expense | $549M | $439M | $382M | $339M | $257M | $300M | $179M | $157M | $146M | $123M | $116M | $104M | |
| Operating Expenses | $2.63B | $2.17B | $1.68B | $1.32B | $1.15B | $1.06B | $747M | $648M | $571M | $519M | $511M | $338M | |
| Operating Income | $-72M | $5M | $282M | $451M | $432M | $289M | $364M | $274M | $174M | $145M | $11M | $81M | |
| Interest Expense | · | · | · | · | · | · | $3M | $3M | $9M | $10M | $9M | $10M | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | $537.0K | $516.0K | |
| Other Non-op | $-8M | $-8M | $6M | $3M | $3M | $-827.0K | $11M | · | · | · | · | · | |
| Pretax Income | $30M | $210M | $502M | $486M | $404M | $271M | $391M | $284M | $165M | $137M | $3M | $71M | |
| Income Tax | $23M | $71M | $127M | $117M | $111M | $44M | $76M | $46M | $42M | $52M | $6M | $26M | |
| Net Income | $7M | $139M | $375M | $370M | $293M | $227M | $315M | $238M | $123M | $85M | $-3M | $45M | |
| EPS (Basic) | $0.02 | $0.34 | $0.92 | $0.93 | $0.75 | $0.60 | $0.87 | $6.61 | $3.70 | $2.64 | $-0.11 | $1.48 | |
| EPS (Diluted) | $0.02 | $0.34 | $0.92 | $0.93 | $0.74 | $0.59 | $0.86 | $6.54 | $3.66 | $2.62 | $-0.11 | $1.46 | |
| Shares (Basic) | 416,800,000 | 406,300,000 | 405,300,000 | 396,300,000 | 392,200,000 | 380,726,000 | 363,096,000 | 36,058,000 | 33,200,000 | 32,167,000 | 32,167,000 | 30,215,000 | |
| Shares (Diluted) | 420,700,000 | 407,800,000 | 406,900,000 | 397,800,000 | 394,200,000 | 383,266,000 | 366,301,000 | 36,448,000 | 33,559,000 | 32,436,000 | 31,950,000 | 30,641,000 | |
| EBITDA | $191M | $152M | $390M | $589M | $572M | $406M | $445M | $351M | $237M | $215M | $32M | $97M |
Stato Patrimoniale 28
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.63B | $4.68B | $5.20B | $5.00B | $3.80B | $3.69B | $1.07B | $1.10B | $1.21B | $567M | $422M | $527M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | $0 | · | |
| Receivables | $234M | $188M | $190M | $154M | $125M | $104M | $92M | $89M | $61M | $49M | $40M | $39M | |
| Inventory | $6M | · | · | · | · | · | · | · | · | · | · | · | |
| Prepaid Expense | $134M | $81M | $70M | $64M | $36M | $29M | $36M | $24M | $16M | $12M | $10M | $10M | |
| Current Assets | $2.12B | $4.95B | $5.48B | $5.19B | $3.99B | $3.89B | $1.20B | $1.21B | $1.29B | $627M | $473M | $596M | |
| PP&E (Net) | $1.32B | $1.01B | $472M | $321M | $271M | $126M | $108M | $83M | $84M | $88M | $88M | $74M | |
| PP&E (Gross) | $1.47B | $1.15B | $578M | $407M | $357M | $292M | $243M | $193M | $183M | $163M | $145M | $123M | |
| Accum. Depreciation | $146M | $135M | $106M | $86M | $86M | $166M | $136M | $110M | $98M | $75M | $56M | $49M | |
| Goodwill | $4.94B | $2.53B | $2.39B | $2.31B | $2.32B | $2.24B | $1.88B | $1.61B | $1.28B | $1.25B | $1.25B | $1.14B | |
| Intangibles | $1.77B | $433M | $314M | $329M | $436M | $427M | $421M | $289M | $183M | $196M | $238M | $242M | |
| Total Assets | $10.54B | $9.26B | $8.92B | $8.40B | $7.26B | $6.92B | $3.85B | $3.31B | $2.87B | $2.19B | $2.08B | $2.07B | |
| Accounts Payable | $42M | $44M | $23M | $29M | $22M | $16M | $8M | $6M | $9M | $11M | $10M | $9M | |
| Accrued Liabilities | · | · | $163M | $89M | $82M | $110M | $39M | $30M | $22M | $31M | $31M | $27M | |
| Current Liabilities | $746M | $552M | $456M | $373M | $339M | $331M | $207M | $154M | $147M | $155M | $135M | $116M | |
| Capital Leases | $117M | $94M | $66M | $76M | $99M | $105M | $120M | · | · | · | · | · | |
| Deferred Tax | $238M | $8M | $37M | $76M | $99M | $73M | $87M | $70M | $12M | $18M | $5M | $30M | |
| Total Liabilities | $2.17B | $1.70B | $1.58B | $1.53B | $1.55B | $1.54B | $448M | $291M | $222M | $531M | $536M | $557M | |
| Long-term Debt | $140M | $1.00B | $1.00B | $1.00B | $1.00B | $1.00B | $0 | $0 | $0 | $338M | $355M | $372M | |
| Total Debt | $993M | $992M | $990M | $989M | $988M | $987M | · | · | $0 | $338M | $355M | $385M | |
| Common Stock | $4M | $4M | $4M | $4M | $4M | $4M | $366.0K | $364.0K | $361.0K | $326.0K | $325.0K | $323.0K | |
| Paid-in Capital | $6.41B | $5.23B | $5.15B | $5.07B | $4.25B | $4.20B | $2.47B | $2.42B | $2.34B | $1.47B | $1.44B | $1.41B | |
| Retained Earnings | $2.35B | $2.34B | $2.20B | $1.83B | $1.46B | $1.17B | $940M | $613M | $321M | $196M | $111M | $114M | |
| Treasury Stock | $510M | $0 | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $80M | $-26M | $-18M | $-29M | $-6M | $-889.0K | $-9M | $-12M | $-9M | $-13M | $-8M | $-6M | |
| Stockholders' Equity | $8.33B | $7.55B | $7.34B | $6.87B | $5.71B | $5.38B | $3.41B | $3.02B | $2.65B | $1.65B | $1.54B | $1.51B | |
| Liabilities + Equity | $10.54B | $9.26B | $8.92B | $8.40B | $7.26B | $6.92B | $3.85B | $3.31B | $2.87B | $2.19B | $2.08B | $2.07B | |
| Shares Outstanding | 417,900,000 | 409,500,000 | 408,100,000 | 406,700,000 | 395,000,000 | 394,285,000 | 36,668,000 | 36,446,000 | 36,107,000 | 32,509,000 | 32,509,000 | 32,318,000 |
Flusso di cassa 18
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $263M | $147M | $108M | $138M | $140M | $117M | $81M | $78M | $64M | $70M | $79M | $70M | |
| Stock-based Comp | $194M | $89M | $85M | $75M | $64M | $53M | $52M | $41M | $39M | $36M | $35M | $28M | |
| Deferred Tax | $36M | $-50M | $-37M | $-31M | $24M | $-12M | $8M | $4M | $-3M | $16M | $-6M | $-1M | |
| Amort. of Intangibles | $118M | $44M | $42M | $74M | $75M | $62M | $34M | $31M | $18M | $23M | $28M | $28M | |
| Other Non-cash | $-70M | $68M | $-40M | $-73M | $-50M | $100M | $1M | $-25M | $12M | $-11M | $85M | $56M | |
| Operating Cash Flow | $430M | $393M | $490M | $479M | $470M | $486M | $458M | $335M | $235M | $201M | $140M | $144M | |
| CapEx | $307M | $579M | $118M | $35M | $124M | $0 | $0 | $30M | $24M | $19M | $35M | $27M | |
| Investing Cash Flow | $-2.82B | $-913M | $-239M | $-69M | $-381M | $-464M | $-484M | $-448M | $-72M | $-23M | $-216M | $-606M | |
| Debt Issued | · | · | · | $0 | $0 | $1.74B | $0 | $0 | · | $0 | $0 | $550M | |
| Net Debt Issued | · | $0 | $0 | $-2M | $0 | $999M | $0 | $0 | $-345M | $-20M | $-20M | $232M | |
| Stock Issued | · | $0 | $0 | $746M | $0 | $1.69B | $0 | $0 | $834M | $0 | $0 | $529M | |
| Stock Repurchased | $500M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-500M | $0 | $0 | $746M | $0 | $1.69B | $0 | $0 | $834M | $0 | $0 | $529M | |
| Financing Cash Flow | $-559M | $-14M | $-4M | $734M | $-16M | $2.66B | $-4M | $3M | $480M | $-31M | $-29M | $734M | |
| Net Change in Cash | $-2.95B | $-535M | $248M | $1.14B | $71M | $2.69B | $-30M | $-111M | $644M | $145M | $-105M | $271M | |
| Taxes Paid | $73M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $123M | $-186M | $372M | $443M | $346M | $438M | $412M | $306M | $210M | $177M | $96M | $116M | |
| Levered FCF | · | · | · | · | · | · | $409M | $303M | $204M | $171M | $87M | $108M |
Redditività 8
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 78.9% | 79.6% | 80.0% | 81.0% | 81.6% | 81.4% | 79.3% | 77.3% | 77.2% | 79.2% | 73.5% | 72.7% | |
| Operating Margin | -2.2% | 0.17% | 11.5% | 20.7% | 22.2% | 17.4% | 26.0% | 22.9% | 18.0% | 17.3% | 1.6% | 14.0% | |
| Net Margin | 0.22% | 5.1% | 15.3% | 16.9% | 15.0% | 13.7% | 22.5% | 20.0% | 12.7% | 10.2% | -0.49% | 7.8% | |
| Pretax Margin | 0.92% | 7.7% | 20.4% | 22.3% | 20.8% | 16.3% | 27.9% | 23.8% | 17.1% | 16.3% | 12.6% | 26.3% | |
| EBITDA Margin | 5.9% | 5.5% | 15.9% | 27.0% | 29.4% | 24.5% | 31.8% | 29.5% | 24.6% | 25.7% | 4.5% | 16.8% | |
| ROA | 0.07% | 1.5% | 4.3% | 4.7% | 4.1% | 4.2% | 8.8% | 7.7% | 4.9% | 4.0% | -0.17% | 2.7% | |
| ROE | 0.08% | 1.9% | 5.1% | 5.4% | 5.2% | 4.2% | 9.2% | 8.0% | 5.7% | 5.3% | -0.23% | 3.7% | |
| ROIC | -0.18% | 0.04% | 2.5% | 4.4% | 4.7% | 3.8% | 8.6% | 7.6% | 4.9% | 4.5% | 0.56% | 3.5% |
Liquidità e Solvibilità 5
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.8 | 9.0 | 12.0 | 13.9 | 11.8 | 11.8 | 5.8 | 7.9 | 8.8 | 4.0 | 3.5 | 5.0 | |
| Quick Ratio | 2.5 | 8.9 | 11.8 | 13.8 | 11.7 | 11.5 | 5.6 | 7.7 | 8.7 | 4.0 | 3.4 | 4.7 | |
| Debt / Equity | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | · | · | 0.0 | 0.2 | 0.2 | 0.3 | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | · | · | 0.0 | 0.2 | 0.2 | 0.2 | |
| Interest Coverage | · | · | · | · | · | · | 139.0 | 96.7 | 19.3 | 14.5 | 1.2 | 7.7 |
Efficienza 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | |
| Inventory Turnover | 228.7 | · | · | · | · | · | · | · | · | · | · | · | |
| Receivables Turnover | 15.4 | 14.5 | 14.3 | 15.7 | 17.0 | 16.9 | 15.4 | 16.1 | 17.6 | 18.9 | 18.0 | 19.4 |
Tassi di Crescita 9
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.7% | 11.5% | 12.5% | 12.3% | 17.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 14.2% | 12.1% | 14.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -94.1% | -63.0% | -1.1% | 25.7% | 25.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -72.2% | -22.8% | 16.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -49.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -95.0% | -62.9% | 1.5% | 26.3% | 28.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -73.3% | -22.0% | 18.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -50.1% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 14
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.25B | $2.74B | $2.46B | $2.18B | $1.94B | $1.66B | $1.40B | $1.19B | $965M | $838M | $712M | $576M | |
| Net Income TTM | $7M | $139M | $375M | $370M | $293M | $227M | $315M | $238M | $123M | $85M | $-3M | $45M | |
| Market Cap | $28.10B | $29.32B | $35.66B | · | $31.21B | $3.64B | $2.19B | $1.23B | $968M | $615M | $672M | $593M | |
| Enterprise Value | $27.46B | $25.61B | $31.45B | · | $28.37B | $936M | · | · | $-243M | $386M | $605M | $451M | |
| P/E | 3362.0 | 210.6 | 95.0 | 83.1 | 106.8 | 156.7 | 69.6 | 5.2 | 8.1 | 7.2 | -187.9 | 12.6 | |
| P/S | 8.7 | 10.7 | 14.5 | · | 16.1 | 2.2 | 1.6 | 1.0 | 1.0 | 0.7 | 0.9 | 1.0 | |
| P/B | 3.4 | 3.9 | 4.9 | · | 5.5 | 0.7 | 0.6 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | |
| P / Tangible Book | 17.4 | 6.4 | 7.7 | · | 10.6 | 1.3 | · | · | · | · | · | · | |
| P / Cash Flow | 65.3 | 74.7 | 72.9 | · | 66.4 | 7.5 | 4.8 | 3.7 | 4.1 | 3.1 | 5.1 | 4.1 | |
| P / FCF | 228.5 | -157.3 | 95.9 | · | 90.2 | 8.3 | 5.3 | 4.0 | 4.6 | 3.5 | 7.0 | 5.1 | |
| EV / EBITDA | 143.8 | 168.9 | 80.7 | · | 49.6 | 2.3 | · | · | -1.0 | 1.8 | 18.9 | 4.7 | |
| EV / FCF | 223.2 | -137.4 | 84.6 | · | 82.0 | 2.1 | · | · | -1.2 | 2.2 | 6.3 | 3.9 | |
| EV / Revenue | 8.5 | 9.4 | 12.8 | · | 14.6 | 0.6 | · | · | -0.3 | 0.5 | 0.9 | 0.8 | |
| Earnings Yield | 0.03% | 0.47% | 1.1% | 1.2% | 0.94% | 0.64% | 1.4% | 19.4% | 12.3% | 13.9% | -0.53% | 8.0% |
Conto Economico 15
| 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 | $925M | $897M | $900M | $834M | $781M | $732M | $709M | $693M | $678M | $656M | $640M | $625M | $606M | $584M | $573M | $557M | |
| Cost of Revenue | $197M | $196M | $193M | $172M | $168M | $153M | $140M | $141M | $136M | $141M | $136M | $124M | $112M | $119M | $109M | $108M | |
| Gross Profit | $728M | $701M | $707M | $661M | $613M | $579M | $569M | $552M | $542M | $515M | $504M | $501M | $494M | $465M | $464M | $449M | |
| SG&A Expense | $114M | $126M | $129M | $157M | $122M | $141M | $125M | $106M | $110M | $98M | $108M | $94M | $91M | $90M | $92M | $91M | |
| Operating Expenses | $652M | $698M | $658M | $712M | $640M | $622M | $529M | $528M | $558M | $558M | $435M | $439M | $414M | $393M | $337M | $363M | |
| Operating Income | $76M | $3M | $49M | $-51M | $-27M | $-43M | $40M | $24M | $-16M | $-43M | $69M | $62M | $79M | $72M | $127M | $85M | |
| Other Non-op | $0 | $-1M | $-1M | $-21M | $16M | $-2M | $-3M | $-2M | $-2M | $-2M | $4M | $500.0K | $600.0K | $600.0K | $-196.0K | $1M | |
| Pretax Income | $74M | $12M | $61M | $-46M | $22M | $-7M | $85M | $78M | $36M | $12M | $134M | $120M | $132M | $116M | $160M | $97M | |
| Income Tax | $19M | $9M | $14M | $-15M | $16M | $8M | $25M | $25M | $17M | $5M | $37M | $30M | $31M | $29M | $35M | $25M | |
| Net Income | $55M | $3M | $46M | $-31M | $6M | $-15M | $60M | $53M | $19M | $7M | $97M | $91M | $100M | $87M | $124M | $72M | |
| EPS (Basic) | $0.14 | $0.01 | $0.12 | $-0.07 | $0.01 | $-0.04 | $0.14 | $0.13 | $0.05 | $0.02 | $0.23 | $0.22 | $0.25 | $0.22 | $0.31 | $0.18 | |
| EPS (Diluted) | $0.14 | $0.01 | $0.12 | $-0.07 | $0.01 | $-0.04 | $0.14 | $0.13 | $0.05 | $0.02 | $0.24 | $0.22 | $0.25 | $0.21 | $0.31 | $0.18 | |
| Shares (Basic) | 404,100,000 | 413,000,000 | -833,200,000 | 419,900,000 | 419,600,000 | 410,500,000 | -812,100,000 | 406,800,000 | 406,000,000 | 405,600,000 | -810,200,000 | 405,600,000 | 405,400,000 | 404,500,000 | -784,649,000 | 394,712,000 | |
| Shares (Diluted) | 404,400,000 | 414,000,000 | -834,000,000 | 419,900,000 | 424,300,000 | 410,500,000 | -814,900,000 | 408,000,000 | 407,400,000 | 407,300,000 | -813,200,000 | 407,200,000 | 406,700,000 | 406,200,000 | -787,121,000 | 396,209,000 | |
| EBITDA | $76M | $85M | · | $-51M | $-27M | $4M | · | $24M | $-16M | $-10M | · | $62M | $79M | $98M | · | $85M |
Stato Patrimoniale 27
| 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 | $1.27B | $1.22B | $1.63B | $1.94B | $3.63B | $3.68B | $4.68B | · | · | · | · | · | · | · | · | · | |
| Receivables | $253M | $269M | $234M | $244M | $204M | $207M | $188M | $179M | $204M | $197M | · | $193M | $181M | $182M | · | $148M | |
| Inventory | $20M | $14M | $6M | $6M | $7M | $5M | · | · | · | · | · | · | · | · | · | · | |
| Prepaid Expense | $117M | $103M | $134M | $126M | $93M | $82M | $81M | $79M | $84M | $67M | · | $76M | $58M | $60M | · | $75M | |
| Current Assets | $1.65B | $1.71B | $2.12B | $2.41B | $4.33B | $4.35B | $4.95B | $5.20B | $5.21B | $5.22B | · | $5.50B | $5.44B | $5.30B | · | $5.01B | |
| PP&E (Net) | $841M | · | $1.32B | $1.27B | $1.21B | $1.10B | $1.01B | · | · | · | · | $403M | $359M | $331M | · | $306M | |
| PP&E (Gross) | · | · | $1.47B | · | · | · | $1.15B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $146M | · | · | · | $135M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $4.98B | $4.97B | $4.94B | $4.92B | $3.69B | $3.67B | $2.53B | $2.40B | $2.38B | $2.38B | $2.39B | $2.32B | $2.32B | $2.32B | $2.31B | $2.30B | |
| Intangibles | $1.67B | $1.73B | $1.77B | $1.84B | $916M | $957M | $433M | $325M | $342M | $365M | · | $275M | $295M | $312M | · | $343M | |
| Total Assets | $10.14B | $10.16B | $10.54B | $10.82B | $10.51B | $10.43B | $9.26B | $9.14B | $9.07B | $9.03B | · | $8.77B | $8.69B | $8.52B | · | $8.21B | |
| Accounts Payable | $44M | $39M | $42M | $46M | $52M | $39M | $44M | $84M | $101M | $114M | · | $26M | $62M | $32M | · | $31M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | · | $156M | $116M | $87M | · | $77M | |
| Current Liabilities | $747M | $777M | $746M | $770M | $742M | $724M | $552M | $539M | $562M | $574M | · | $413M | $443M | $401M | · | $326M | |
| Capital Leases | $128M | $115M | $117M | $104M | $87M | $90M | $94M | $64M | $54M | $58M | · | $73M | $69M | $69M | · | $85M | |
| Deferred Tax | $245M | $244M | $238M | $249M | $8M | $8M | $8M | $13M | $30M | $34M | · | $63M | $69M | $73M | · | $81M | |
| Total Liabilities | $2.19B | $2.21B | $2.17B | $2.20B | $1.91B | $1.87B | $1.70B | $1.65B | $1.67B | $1.69B | · | $1.56B | $1.59B | $1.55B | · | $1.50B | |
| Long-term Debt | $1.00B | $1.00B | $140M | $1.00B | $1.00B | $1.00B | · | $1.00B | $1.00B | $1.00B | · | $1.00B | $1.00B | $1.00B | · | $1.00B | |
| Total Debt | $994M | $994M | · | $993M | $992M | $992M | · | $992M | $991M | $991M | · | $990M | $990M | $990M | · | $989M | |
| Common Stock | · | · | $4M | · | · | · | $4M | · | · | · | · | · | · | · | · | · | |
| Paid-in Capital | · | · | $6.41B | · | · | · | $5.23B | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | · | · | $2.35B | · | · | · | $2.34B | · | · | · | · | · | · | · | · | · | |
| Treasury Stock | · | · | $510M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| AOCI | · | · | $80M | $57M | $20M | $-17M | $-26M | $-4M | $-22M | $-22M | · | $-28M | $-22M | $-25M | · | $-47M | |
| Stockholders' Equity | $7.93B | $7.91B | $8.33B | $8.62B | $8.60B | $8.56B | $7.55B | $7.49B | $7.40B | $7.34B | · | $7.21B | $7.10B | $6.97B | $6.87B | $6.71B | |
| Liabilities + Equity | $10.14B | $10.16B | $10.54B | $10.82B | $10.51B | $10.43B | $9.26B | $9.14B | $9.07B | $9.03B | · | $8.77B | $8.69B | $8.52B | · | $8.21B | |
| Shares Outstanding | 404,800,000 | 407,100,000 | 417,900,000 | 424,900,000 | 424,100,000 | 423,400,000 | 409,500,000 | 409,500,000 | 409,300,000 | 409,200,000 | 408,100,000 | 408,071,000 | 408,011,000 | 407,623,000 | 406,700,000 | 406,619,000 |
Flusso di cassa 15
| 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 | $85M | $82M | $81M | $69M | $66M | $47M | $39M | $36M | $39M | $33M | $29M | $27M | $26M | $26M | $28M | $46M | |
| Stock-based Comp | $38M | $42M | $41M | $71M | $52M | $30M | $22M | $22M | $23M | $23M | $21M | $22M | $22M | $20M | $21M | $18M | |
| Deferred Tax | $21M | $3M | $31M | $11M | $-5M | $-1M | $-35M | $-9M | $-4M | $-3M | $-24M | $-6M | $-4M | $-3M | $-10M | $-7M | |
| Amort. of Intangibles | $36M | $37M | $42M | $32M | $27M | $17M | $12M | $10M | $10M | $11M | $11M | $10M | $10M | $11M | $13M | $30M | |
| Other Non-cash | · | $22M | · | · | · | $-9M | · | · | · | $80M | · | · | · | $-7M | · | · | |
| Operating Cash Flow | $115M | $152M | $162M | $68M | $146M | $53M | $95M | $100M | $58M | $140M | $149M | $43M | $175M | $123M | $185M | $81M | |
| CapEx | $38M | $45M | $61M | $74M | $119M | $54M | $69M | $60M | $73M | $377M | $56M | $16M | $30M | $16M | $4M | $6M | |
| Investing Cash Flow | $-56M | $-54M | $-66M | $-1.69B | $-151M | $-911M | $-350M | $-85M | $-97M | $-380M | $-163M | $-22M | $-35M | $-20M | $7M | $-19M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-470.0K | · | |
| Stock Repurchased | $82M | $505M | $385M | $51M | $45M | $19M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $-505M | · | · | · | $-18M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-108M | $-514M | $-397M | $-64M | $-51M | $-47M | $-200.0K | $2M | $7M | $-22M | $-1M | $3M | $10M | $-16M | $-533.0K | $749M | |
| Net Change in Cash | $-50M | $-417M | $-302M | $-1.69B | $-51M | $-903M | $-257M | $18M | $-32M | $-264M | $-14M | $25M | $150M | $88M | $194M | $810M | |
| Taxes Paid | $13M | $-23M | · | · | $54M | $2M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $107M | · | · | · | $-500.0K | · | · | · | $-237M | · | · | · | $108M | · | · |
Redditività 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 78.7% | 78.1% | · | 79.3% | 78.5% | 79.1% | · | 79.7% | 80.0% | 78.5% | · | 80.2% | 81.5% | 79.6% | · | 80.5% | |
| Operating Margin | 8.2% | 0.33% | · | -6.1% | -3.5% | -5.9% | · | 3.4% | -2.4% | -6.5% | · | 9.9% | 13.1% | 12.4% | · | 15.3% | |
| Net Margin | 5.9% | 0.33% | · | -3.7% | 0.79% | -2.0% | · | 7.6% | 2.8% | 1.0% | · | 14.5% | 16.6% | 14.9% | · | 13.0% | |
| Pretax Margin | 8.0% | 1.3% | · | -5.5% | 2.8% | -0.92% | · | 11.2% | 5.3% | 1.8% | · | 19.3% | 21.7% | 19.9% | · | 17.5% | |
| EBITDA Margin | 8.2% | 9.5% | · | -6.1% | -3.5% | 0.61% | · | 3.4% | -2.4% | -1.5% | · | 9.9% | 13.1% | 16.7% | · | 15.3% | |
| ROA | 0.53% | 0.03% | · | -0.31% | 0.06% | -0.15% | · | 0.59% | 0.22% | 0.08% | · | 1.1% | 1.2% | 1.1% | · | 0.94% | |
| ROE | 0.67% | 0.04% | · | -0.38% | 0.08% | -0.19% | · | 0.72% | 0.26% | 0.09% | · | 1.3% | 1.6% | 1.4% | · | 1.2% | |
| ROIC | 0.63% | 0.01% | · | -0.36% | -0.08% | -0.99% | · | 0.19% | -0.10% | -0.30% | · | 0.56% | 0.75% | 0.68% | · | 0.82% |
Liquidità e Solvibilità 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | 2.2 | · | 3.1 | 5.8 | 6.0 | · | 9.6 | 9.3 | 9.1 | · | 13.3 | 12.3 | 13.2 | · | 15.4 | |
| Quick Ratio | 2.0 | 1.9 | · | 2.8 | 5.2 | 5.4 | · | 0.3 | 0.4 | 0.3 | · | 0.5 | 0.4 | 0.5 | · | 0.5 | |
| Debt / Equity | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| LT Debt / Equity | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
Efficienza 3
| 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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Inventory Turnover | 14.5 | 20.3 | · | 54.7 | 46.6 | 57.8 | · | · | · | · | · | · | · | · | · | · | |
| Receivables Turnover | 4.0 | 3.8 | · | 3.9 | 3.8 | 3.6 | · | 3.7 | 3.5 | 3.5 | · | 3.7 | 3.6 | 3.7 | · | 4.2 |
Valutazione (TTM) 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 TTM | $3.44B | $3.24B | · | $3.04B | $2.88B | $2.76B | · | $2.65B | $2.56B | $2.47B | · | $2.37B | $2.28B | $2.19B | · | $2.11B | |
| Net Income TTM | $33M | $-37M | · | $14M | $64M | $64M | · | $170M | $217M | $285M | · | $350M | $343M | $332M | · | $309M | |
| Market Cap | $11.46B | $16.42B | · | $35.85B | $34.10B | $33.55B | · | $30.89B | $30.35B | $39.53B | · | $31.38B | $36.31B | $28.06B | · | $28.32B | |
| Enterprise Value | $11.19B | $16.20B | · | $34.91B | $31.46B | $30.86B | · | · | · | · | · | · | · | · | · | · | |
| P/E | 314.7 | -448.2 | · | 2812.3 | 536.0 | 495.2 | · | 179.6 | 137.3 | 138.0 | · | 89.4 | 104.7 | 83.0 | · | 89.3 | |
| P/S | 3.3 | 5.1 | · | 11.8 | 11.8 | 12.2 | · | 11.7 | 11.8 | 16.0 | · | 13.2 | 15.9 | 12.8 | · | 13.4 | |
| P/B | 1.4 | 2.1 | · | 4.2 | 4.0 | 3.9 | · | 4.1 | 4.1 | 5.4 | · | 4.4 | 5.1 | 4.0 | · | 4.2 | |
| P / Tangible Book | 8.9 | 13.6 | · | 19.3 | 8.5 | 8.5 | · | 6.5 | 6.5 | 8.6 | · | 6.8 | 8.1 | 6.5 | · | 7.0 | |
| P / Cash Flow | · | 108.0 | · | · | · | 630.6 | · | · | · | 283.2 | · | · | · | 227.8 | · | · | |
| P / FCF | · | 153.5 | · | · | · | -67092.0 | · | · | · | -166.7 | · | · | · | 261.1 | · | · | |
| EV / EBITDA | 147.3 | 190.6 | · | -683.1 | -1156.7 | 6857.2 | · | · | · | · | · | · | · | · | · | · | |
| EV / FCF | · | 151.4 | · | · | · | -61714.8 | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 3.3 | 5.0 | · | 11.5 | 10.9 | 11.2 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 0.32% | -0.22% | · | 0.04% | 0.19% | 0.20% | · | 0.56% | 0.73% | 0.72% | · | 1.1% | 0.96% | 1.2% | · | 1.1% |
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 | $3.25B | $2.74B | $2.46B | $2.18B | $1.94B |
| Margine Lordo % | 78.9% | 79.6% | 80.0% | 81.0% | 81.6% |
| Margine Operativo % | -2.2% | 0.17% | 11.5% | 20.7% | 22.2% |
| Utile netto | $7M | $139M | $375M | $370M | $293M |
| EPS Diluito | $0.02 | $0.34 | $0.92 | $0.93 | $0.74 |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debito / Patrimonio Netto | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 |
| Rapporto corrente | 2.8 | 9.0 | 12.0 | 13.9 | 11.8 |
| Quick Ratio | 2.5 | 8.9 | 11.8 | 13.8 | 11.7 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $123M | $-186M | $372M | $443M | $346M |
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Proprietari istituzionali (13F) 855 filer · $8.4B 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.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 123 (-21 vs trimestre precedente) | 132 (-33 vs trimestre precedente) | 301 (+7 vs trimestre precedente) | 255 (-19 vs trimestre precedente) | +75.1M |
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 | $1.073.748.382 | 37.914.844 | 12,86% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $755.684.989 | 26.683.792 | 9,05% | Azioni |
| BAMCO INC /NY/ | $612.469.928 | 21.626.763 | 7,33% | Azioni |
| STATE STREET CORP | $521.396.008 | 18.410.876 | 6,24% | Azioni |
| Capital International Investors | $471.330.213 | 16.643.016 | 5,64% | Azioni |
| AKRE CAPITAL MANAGEMENT LLC | $331.326.895 | 11.699.396 | 3,97% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $304.726.791 | 10.804.293 | 3,65% | Azioni |
| POLEN CAPITAL MANAGEMENT LLC | $248.063.762 | 8.759.314 | 2,97% | Azioni |
| BAILLIE GIFFORD & CO | $198.477.463 | 7.008.385 | 2,38% | Azioni |
| EdgePoint Investment Group Inc. | $168.504.057 | 5.950.002 | 2,02% | Azioni |
| NORGES BANK | $168.501.508 | 5.949.912 | 2,02% | Azioni |
| Meritage Group LP | $152.762.724 | 5.394.164 | 1,83% | Azioni |
| RGM Capital, LLC | $134.174.730 | 1.995.460 | 1,61% | Azioni |
| Capital Research Global Investors | $118.785.369 | 4.193.733 | 1,42% | Azioni |
| Bares Capital Management, Inc. | $103.458.797 | 1.226.251 | 1,24% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $94.015.207 | 3.319.746 | 1,13% | Azioni |
| Qube Research & Technologies Ltd | $91.144.210 | 3.218.369 | 1,09% | Azioni |
| VAN ECK ASSOCIATES CORP | $82.323.918 | 2.906.918 | 0,99% | Azioni |
| Spyglass Capital Management LLC | $76.313.819 | 2.694.697 | 0,91% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $70.280.073 | 2.481.641 | 0,84% | Azioni |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $68.053.000 | 2.403.003 | 0,81% | Azioni |
| Ensign Peak Advisors, Inc | $67.214.886 | 2.373.407 | 0,80% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $65.078.624 | 2.297.974 | 0,78% | Azioni |
| VANGUARD GROUP INC | $61.879.694 | 920.281 | 0,74% | Azioni |
| FMR LLC | $55.290.835 | 1.952.360 | 0,66% | Azioni |
| GOLDMAN SACHS GROUP INC | $52.467.474 | 1.852.665 | 0,63% | Azioni |
| Erste Asset Management GmbH | $49.844.000 | 1.700.000 | 0,60% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $44.698.079 | 1.578.322 | 0,54% | Azioni |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $43.711.439 | 1.543.483 | 0,52% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $43.487.752 | 1.535.584 | 0,52% | Azioni |
| Pictet Asset Management Holding SA | $41.653.736 | 1.470.824 | 0,50% | Azioni |
| Squarepoint Ops LLC | $40.838.828 | 1.442.049 | 0,49% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36.803.483 | 1.299.558 | 0,44% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $34.578.255 | 1.220.984 | 0,41% | Azioni |
| Swiss National Bank | $33.524.225 | 1.183.765 | 0,40% | Azioni |
| Douglas Lane & Associates, LLC | $33.102.096 | 1.168.859 | 0,40% | Azioni |
| TimesSquare Capital Management, LLC | $32.093.697 | 795.580 | 0,38% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $31.292.184 | 1.104.950 | 0,37% | Azioni |
| RIVERBRIDGE PARTNERS LLC | $30.912.267 | 1.091.535 | 0,37% | Azioni |
| HSBC HOLDINGS PLC | $29.377.214 | 1.037.331 | 0,35% | Azioni |
| Mitsubishi UFJ Asset Management Co., Ltd. | $28.755.562 | 1.015.380 | 0,34% | Azioni |
| Connor, Clark & Lunn Investment Management Ltd. | $28.291.907 | 999.008 | 0,34% | Azioni |
| BlackRock, Inc. | $27.282.412 | 963.362 | 0,33% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $26.911.258 | 667.111 | 0,32% | Azioni |
| Focus Partners Wealth | $26.529.388 | 936.775 | 0,32% | Azioni |
| Sumitomo Mitsui Trust Group, Inc. | $26.199.398 | 925.120 | 0,31% | Azioni |
| CAPITAL FUND MANAGEMENT S.A. | $25.565.115 | 902.723 | 0,31% | Azioni |
| Vanguard Global Advisers, LLC | $24.949.948 | 881.001 | 0,30% | Azioni |
| PRIMECAP MANAGEMENT CO/CA/ | $23.267.712 | 821.600 | 0,28% | Azioni |
| RHUMBLINE ADVISERS | $22.375.967 | 790.116 | 0,27% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $21.886.489 | 772.828 | 0,26% | Azioni |
| Petrus Trust Company, LTA | $21.415.584 | 756.200 | 0,26% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $21.154.898 | 746.995 | 0,25% | Azioni |
| Trexquant Investment LP | $20.963.625 | 740.241 | 0,25% | Azioni |
| AMERICAN CAPITAL MANAGEMENT INC | $20.536.050 | 725.143 | 0,25% | Azioni |
| D. E. Shaw & Co., Inc. | $20.105.472 | 709.939 | 0,24% | Azioni |
| Korea Investment CORP | $19.779.169 | 698.417 | 0,24% | Azioni |
| PEREGRINE CAPITAL MANAGEMENT LLC | $19.618.765 | 692.753 | 0,23% | Azioni |
| Fiera Capital Corp | $19.595.599 | 691.935 | 0,23% | Azioni |
| BLAIR WILLIAM & CO/IL | $18.639.054 | 658.159 | 0,22% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $18.495.406 | 458.488 | 0,22% | Azioni |
| Gotham Asset Management, LLC | $18.011.180 | 635.988 | 0,22% | Azioni |
| TUDOR INVESTMENT CORP ET AL | $17.770.517 | 627.490 | 0,21% | Azioni |
| BANK OF AMERICA CORP /DE/ | $17.390.661 | 614.077 | 0,21% | Azioni |
| Quantinno Capital Management LP | $16.368.852 | 577.996 | 0,20% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.598.656 | 550.800 | 0,19% | Opzione Call |
| BARCLAYS PLC | $15.459.095 | 545.872 | 0,19% | Azioni |
| Ion Asset Management Ltd. | $15.186.600 | 180.000 | 0,18% | Azioni |
| Chicago Capital, LLC | $14.923.442 | 526.958 | 0,18% | Azioni |
| United Asset Strategies, Inc. | $13.848.707 | 489.008 | 0,17% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $13.810.984 | 487.676 | 0,17% | Azioni |
| California Public Employees Retirement System | $13.538.149 | 478.042 | 0,16% | Azioni |
| NZS Capital, LLC | $13.467.604 | 475.551 | 0,16% | Azioni |
| Man Group plc | $13.239.430 | 467.494 | 0,16% | Azioni |
| ExodusPoint Capital Management, LP | $12.992.225 | 458.765 | 0,16% | Azioni |
| FORA Capital, LLC | $12.557.919 | 443.586 | 0,15% | Azioni |
| CIBC WORLD MARKETS CORP | $12.516.121 | 186.141 | 0,15% | Azioni |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $12.500.788 | 441.412 | 0,15% | Azioni |
| Legal & General Group Plc | $12.069.814 | 426.194 | 0,14% | Azioni |
| WEITZ INVESTMENT MANAGEMENT, INC. | $11.984.486 | 423.181 | 0,14% | Azioni |
| Y-Intercept (Hong Kong) Ltd | $11.919.265 | 420.878 | 0,14% | Azioni |
| Ninety One UK Ltd | $11.564.722 | 408.359 | 0,14% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.483.703 | 405.498 | 0,14% | Azioni |
| STATE OF WISCONSIN INVESTMENT BOARD | $11.336.100 | 400.286 | 0,14% | Azioni |
| Mitsubishi UFJ Trust & Banking Corp | $11.248.421 | 397.190 | 0,13% | Azioni |
| Ardmore Road Asset Management LP | $11.048.935 | 390.146 | 0,13% | Azioni |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10.475.370 | 369.893 | 0,13% | Azioni |
| WOLVERINE TRADING, LLC | $10.436.097 | 123.900 | 0,12% | Opzione Call |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.340.312 | 256.329 | 0,12% | Azioni |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $10.305.648 | 363.900 | 0,12% | Azioni |
| FIRST CITIZENS BANK & TRUST CO | $10.229.920 | 361.226 | 0,12% | Azioni |
| Prana Capital Management, LP | $10.096.420 | 356.512 | 0,12% | Azioni |
| IEQ CAPITAL, LLC | $9.959.219 | 351.667 | 0,12% | Azioni |
| Mariner, LLC | $9.840.476 | 347.439 | 0,12% | Azioni |
| OSSIAM | $9.793.877 | 345.829 | 0,12% | Azioni |
| Envestnet Portfolio Solutions, Inc. | $9.669.694 | 341.444 | 0,12% | Azioni |
| JANE STREET GROUP, LLC | $9.398.020 | 331.851 | 0,11% | Azioni |
| JANE STREET GROUP, LLC | $9.045.408 | 319.400 | 0,11% | Opzione Call |
| RAYMOND JAMES FINANCIAL INC | $8.969.652 | 316.725 | 0,11% | Azioni |
| GENEVA CAPITAL MANAGEMENT LLC | $8.721.015 | 307.945 | 0,10% | Azioni |
Insider aziendali 36 insider · 17 dirigenti · 15 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Robin Jack Rossmann | Chief Financial Officer | 31 Luglio 2026 A | — | 0 | 0 | $0 |
| Christian M. Lown | Chief Financial Officer | 01 Luglio 2026 F | 129.653 | 0 | 0 | $0 |
| Scott T Wheeler | Chief Financial Officer | 26 Aprile 2024 M | 303.417 | 0 | 0 | $0 |
| Brian J Radecki | Chief Financial Officer | 13 Marzo 2015 M | 41.473 | 0 | 0 | $0 |
| Frederick G. Saint | President, Marketplaces | 01 Agosto 2026 F | 278.415 | 0 | 1 | $-2.258.250 |
| Lisa Ruggles | Senior VP, Global Operations | 01 Giugno 2025 F | 211.201 | 0 | 0 | $0 |
| Frank Simuro | Chief Technology Officer | 15 Marzo 2025 F | 483.599 | 0 | 0 | $0 |
| Michael J Desmarais | Chief Human Resources Officer | 15 Marzo 2025 F | 79.118 | 0 | 0 | $0 |
| Gene Boxer | General Counsel and Secretary | 15 Marzo 2025 F | 78.572 | 0 | 0 | $0 |
| Matthew Linnington | Executive VP, Sales | 12 Agosto 2020 S | 19.766 | 0 | 0 | $0 |
| Francis Carchedi | Executive VP, Corp. Dev. | 28 Settembre 2018 D | 6.540 | 0 | 0 | $0 |
| John L Stanfill | Sr. VP-Sales, Customer Service | 11 Marzo 2014 M | 14.316 | 0 | 0 | $0 |
| Jennifer Kitchen | Sr. Vice President, Research | 09 Settembre 2013 S | 22.220 | 0 | 0 | $0 |
| Paul Marples | Managing Director, CoStar UK | 30 Luglio 2012 S | 28.632 | 0 | 0 | $0 |
| Christopher Tully | Sr. VP-Sales, Customer Service | 28 Maggio 2008 A | 10.682 | 0 | 0 | $0 |
| Craig Farrington | Vice President, Research | 27 Aprile 2007 F | 6.307 | 0 | 0 | $0 |
| David M Schaffel | Chief Information Officer | 10 Marzo 2005 A | 3.308 | 0 | 0 | $0 |
| Louise S Sams | Direttore | 23 Giugno 2026 A | 28.671 | 1 | 0 | $48.360 |
| Angelique G. Brunner | Direttore | 23 Giugno 2026 A | 18.428 | 0 | 0 | $0 |
| Rachel C Glaser | Direttore | 23 Giugno 2026 A | 12.419 | 0 | 0 | $0 |
| John L Berisford | Direttore | 23 Giugno 2026 A | 11.235 | 0 | 0 | $0 |
| Robert W Musslewhite | Direttore | 23 Giugno 2026 A | 26.539 | 0 | 0 | $0 |
| Christine M Mccarthy | Direttore | 23 Giugno 2026 A | 11.585 | 0 | 0 | $0 |
| Michael R Klein | Direttore | 10 Dicembre 2024 G | 1.848.592 | 0 | 0 | $0 |
| Christopher J Nassetta | Direttore | 27 Novembre 2024 S | 229.715 | 0 | 0 | $0 |
| Laura Cox Kaplan | Direttore | 17 Luglio 2024 A | 17.835 | 0 | 0 | $0 |
| Michael J Glosserman | Direttore | 30 Ottobre 2023 A | 101.465 | 0 | 0 | $0 |
| David Jay Steinberg | Direttore | 04 Marzo 2020 S | 6.456 | 0 | 0 | $0 |
| HABER WARREN H | Direttore | 20 Settembre 2018 A | 121.049 | 0 | 0 | $0 |
| David Bonderman | Direttore | 11 Settembre 2014 A | 294.277 | 0 | 0 | $0 |
| Josiah O Low III | Direttore | 02 Settembre 2010 A | 20.705 | 0 | 0 | $0 |
| Catherine B Reynolds | Direttore | 14 Settembre 2007 A | 5.736 | 0 | 0 | $0 |
| Cynthia Cammett Cann | — | 07 Agosto 2026 S | 18.822 | 0 | 2 | $-274.017 |
| John W Hill | — | 05 Agosto 2026 S | 22.993 | 0 | 2 | $-260.265 |
| Andrew C Florance | — | 04 Agosto 2026 P | 1.806.165 | 4 | 0 | $7.484.699 |
| Michael D Arabe | — | 27 Febbraio 2004 A | — | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 2 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 |
|---|---|---|---|---|---|
| IRS IDENTIFICATION NO. CoStar Group, Inc. | 06 Maggio 2011 | — | Deposito iniziale | M&A / vendita | SEC |
| Michael R. Klein | 07 Luglio 2006 | — | 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 153 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 |
|---|---|---|---|---|
| RSPR · Invesco Exchange-Traded Fund Trust | 2,87% | 94.997 SH | 08 Agosto 2026 | Giornaliero |
| EBIZ · Global X Funds | 2,58% | 21.749 NS | 30 Aprile 2026 | N-PORT |
| NUMG · Nushares ETF Trust | 1,68% | 171.587 NS | 30 Aprile 2026 | N-PORT |
| DRN · Direxion Shares ETF Trust | 1,02% | 13.859 NS | 30 Aprile 2026 | N-PORT |
| URE · ProShares Trust | 1,01% | 17.468 NS | 31 Maggio 2026 | N-PORT |
| FPRO · FIDELITY COVINGTON TRUST | 0,97% | 4.176 NS | 30 Aprile 2026 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 0,95% | 397.488 NS | 30 Aprile 2026 | N-PORT |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 0,89% | 83.236 NS | 30 Aprile 2026 | N-PORT |
| IYR · iShares Trust | 0,88% | 1.341.374 SH | 08 Agosto 2026 | Giornaliero |
| ARTY · iShares Trust | 0,76% | 966.646 SH | 08 Agosto 2026 | Giornaliero |
| QQQE · Direxion Shares ETF Trust | 0,73% | 255.204 NS | 30 Aprile 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,67% | 6.647 NS | 31 Maggio 2026 | N-PORT |
| MMID · MFS Active Exchange Traded Funds Tr… | 0,65% | 6.917 NS | 31 Maggio 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0,63% | 15.904.101 SH | 08 Agosto 2026 | Giornaliero |
| OGIG · ALPS ETF Trust | 0,61% | 21.915 NS | 31 Maggio 2026 | N-PORT |
| CAPE · DoubleLine ETF Trust | 0,34% | 22.085 NS | 31 Marzo 2026 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 0,34% | 61.102 SH | 08 Agosto 2026 | Giornaliero |
| HOMZ · ETF Series Solutions | 0,34% | 3.595 NS | 31 Maggio 2026 | N-PORT |
| CGGR · Capital Group Growth ETF | 0,23% | 1.766.090 NS | 31 Maggio 2026 | N-PORT |
| IETC · iShares U.S. ETF Trust | 0,22% | 52.989 SH | 08 Agosto 2026 | Giornaliero |
| GSEW · Goldman Sachs ETF Trust | 0,18% | 100.140 NS | 31 Maggio 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,17% | 5.416.329 SH | 08 Agosto 2026 | Giornaliero |
| SIZE · iShares Trust | 0,16% | 24.354 SH | 08 Agosto 2026 | Giornaliero |
| VBK · VANGUARD INDEX FUNDS | 0,16% | 2.712.100 SH | 08 Agosto 2026 | Giornaliero |
| EUSA · iShares, Inc. | 0,16% | 100.347 SH | 08 Agosto 2026 | Giornaliero |
| IMCG · iShares Trust | 0,15% | 211.291 SH | 08 Agosto 2026 | Giornaliero |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,14% | 38.275 SH | 08 Agosto 2026 | Giornaliero |
| SPXD · DBX ETF Trust | 0,13% | 279 NS | 31 Maggio 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,13% | 1.565.081 SH | 08 Agosto 2026 | Giornaliero |
| SGLC · RBB Fund, Inc. | 0,11% | 6.618 NS | 31 Maggio 2026 | N-PORT |
| IWS · iShares Trust | 0,10% | 547.788 SH | 08 Agosto 2026 | Giornaliero |
| FNDA · SCHWAB STRATEGIC TRUST | 0,10% | 269.136 NS | 31 Maggio 2026 | N-PORT |
| IEDI · iShares U.S. ETF Trust | 0,09% | 830 SH | 08 Agosto 2026 | Giornaliero |
| IWR · iShares Trust | 0,09% | 1.642.438 SH | 08 Agosto 2026 | Giornaliero |
| QRMI · Global X Funds | 0,08% | 398 NS | 30 Aprile 2026 | N-PORT |
| IMCB · iShares Trust | 0,08% | 44.788 SH | 08 Agosto 2026 | Giornaliero |
| QUAL · iShares Trust | 0,08% | 1.254.696 SH | 08 Agosto 2026 | Giornaliero |
| QCLR · Global X Funds | 0,08% | 87 NS | 30 Aprile 2026 | N-PORT |
| QYLD · Global X Funds | 0,08% | 182.020 NS | 30 Aprile 2026 | N-PORT |
| QTR · Global X Funds | 0,08% | 63 NS | 30 Aprile 2026 | N-PORT |
| QYLG · Global X Funds | 0,07% | 3.012 NS | 30 Aprile 2026 | N-PORT |
| PTNQ · Pacer Funds Trust | 0,07% | 25.535 NS | 30 Aprile 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0,07% | 4.686.477 SH | 08 Agosto 2026 | Giornaliero |
| RILA · Spinnaker ETF Series | 0,07% | 800 NS | 30 Aprile 2026 | N-PORT |
| XOEF · iShares Trust | 0,06% | 501 SH | 08 Agosto 2026 | Giornaliero |
| QSIX · Pacer Funds Trust | 0,06% | 335 NS | 30 Aprile 2026 | N-PORT |
| CRTC · DBX ETF Trust | 0,06% | 2.510 NS | 31 Maggio 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,06% | 4.425.651 SH | 08 Agosto 2026 | Giornaliero |
| EQL · ALPS ETF Trust | 0,05% | 23.420 NS | 31 Maggio 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,05% | 2.346 NS | 30 Aprile 2026 | N-PORT |