FORR Forrester Research, Inc. - Common Stock

NASDAQ · Professional Services · Visualizza su SEC EDGAR ↗
$11,70
Prezzo · Ago 19, 2026
Fondamentali al Ago 6, 2026

FORR Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$11.70
Capitalizzazione di Mercato
$222M
P/E (TTM)
-1.9
EPS (TTM)
$-6.28
Ricavi (TTM)
$397M
Rendimento div.
ROE
-83.5%
D/E Debito/Patrimonio
0.3
Intervallo 52 sett.
$5 – $12

FORR 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

Ricavi e Utile Netto $397M
10-point trend, +21.7%
2016-12-31 2025-12-31
EPS $-6.28
10-point trend, -747.4%
2016-12-31 2025-12-31
Flusso di cassa libero $18M
10-point trend, -52.0%
2016-12-31 2025-12-31
Margini -30.1%
2-point trend, -5.2%
2018-12-31 2019-12-31

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
FORR
Mediana dei peer
P/E (TTM)
5-point trend, -102.8%
-1.9
23.4
P/S (TTM)
5-point trend, -82.8%
0.6
1.6
P/B
5-point trend, -77.8%
1.8
3.7
EV / EBITDA
5-point trend, -104.0%
-1.7
Price / FCF (Prezzo / FCF)
5-point trend, -26.6%
12.3

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
FORR
Mediana dei peer
Operating Margin (Margine Operativo)
5-point trend, -464.7%
-28.5%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -697.8%
-30.1%
2.3%
ROA
5-point trend, -801.1%
-26.3%
3.9%
ROE
5-point trend, -780.1%
-83.5%
9.8%
ROIC
5-point trend, -775.4%
-70.0%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
FORR
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, -24.8%
0.3
992.7
Current Ratio (Rapporto corrente)
5-point trend, +2.7%
0.9
0.9
Quick Ratio
5-point trend, -26.7%
0.5

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
FORR
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, -19.7%
-8.2%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, -19.7%
-9.6%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, -19.7%
-2.4%
EPS YoY
5-point trend, -590.6%
-86.0%
Net Income YoY (Utile Netto YoY)
5-point trend, -580.4%
-86.0%

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
FORR
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -590.6%
$-6.28

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
FORR
Mediana dei peer

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
Rapporto di Distribuzione Utili
CAGR Dividendi 5Y
Data ex-dividendoImporto
11 Dicembre 2018$0,2000
11 Settembre 2018$0,2000
12 Giugno 2018$0,2000
06 Marzo 2018$0,2000
05 Dicembre 2017$0,1900
01 Settembre 2017$0,1900
05 Giugno 2017$0,1900
27 Febbraio 2017$0,1900
05 Dicembre 2016$0,1800
02 Settembre 2016$0,1800
06 Giugno 2016$0,1800
29 Febbraio 2016$0,1800
30 Novembre 2015$0,1700
31 Agosto 2015$0,1700
08 Giugno 2015$0,1700
02 Marzo 2015$0,1700
01 Dicembre 2014$0,1600
29 Agosto 2014$0,1600
02 Giugno 2014$0,1600
03 Marzo 2014$0,1600

FORR Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

VENDI 6 analisti
  • Acquisto forte 0 0,0%
  • Compra 0 0,0%
  • Mantieni 3 50,0%
  • Vendi 1 16,7%
  • Vendita forte 2 33,3%

Target Price a 12 Mesi

1 analisti · 2026-08-16
Target mediano $12.00 +2,6%
Target medio $12.00 +2,6%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
-0.02%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $0.40 $0.27 0.13%
31 Marzo 2026 $-0.04 $0.12 -0.16%
31 Dicembre 2025 $-0.04 $0.12 -0.16%
30 Settembre 2025 $0.37 $0.31 0.06%
30 Giugno 2025 $0.51 $0.51 0.00%
31 Marzo 2025 $0.11 $0.08 0.03%

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
FORR $154M -1.3 -8.2% -30.1% -83.5%
SPIR 5.0 -35.2% 71.7% 39.1% 40.8%
MG 23.9 -0.77% 2.3% 7.8% 28.2%
RCMT 9.3 14.7%
FC 81.5 -7.0% 1.1% 4.1% 76.2%
RGP $156M -3.7 -18.0% -9.0% -22.3% 37.5%
WFCF 38.3 -3.3%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Conto Economico 16
Dati annuali Conto Economico per FORR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 10-point trend, +21.7% $397M $432M $481M $538M $494M $449M $462M $358M $338M $326M · ·
Cost of Revenue 12-point trend, +42.3% $171M $183M $204M $224M $202M $162M $178M $129M $119M $112M $110M $120M
Gross Profit 6-point trend, +45.3% · · · · · · $279M $229M $219M $214M $204M $192M
SG&A Expense 12-point trend, +28.6% $218M $233M $254M $279M $258M $245M $253M $201M $191M $181M $179M $170M
Operating Expenses 12-point trend, +73.6% $510M $432M $474M $505M $456M $433M $463M $335M $310M $295M $295M $294M
Operating Income 12-point trend, -721.4% $-113M $740.0K $7M $33M $39M $-16M $1M $22M $28M $31M $19M $18M
Interest Expense 4-point trend, -69.4% · · · $2M $4M $5M $8M · · · · ·
Other Non-op 12-point trend, +708.6% $4M $4M $2M $222.0K $-1M $-374.0K $-515.0K $674.0K $301.0K $740.0K $511.0K $464.0K
Pretax Income 12-point trend, -749.4% $-119M $3M $6M $31M $33M $13M $-10M $24M $27M $31M $19M $18M
Income Tax 12-point trend, -100.7% $-49.0K $8M $3M $9M $8M $3M $-29.0K $8M $12M $13M $7M $8M
Net Income 12-point trend, -1198.6% $-119M $-6M $3M $22M $25M $10M $-10M $15M $15M $18M $12M $11M
EPS (Basic) 12-point trend, -1182.8% $-6.28 $-0.30 $0.16 $1.15 $1.30 $-0.53 $0.52 $0.85 $0.84 $0.98 $0.67 $0.58
EPS (Diluted) 12-point trend, -1201.8% $-6.28 $-0.30 $0.16 $1.14 $1.28 $0.53 $0.52 $0.84 $0.83 $0.97 $0.66 $0.57
Shares (Basic) 12-point trend, +1.6% 19,017,000 19,094,000 19,183,000 18,967,000 19,110,000 18,827,000 18,492,000 18,091,000 17,919,000 17,984,000 17,927,000 18,713,000
Shares (Diluted) 12-point trend, +0.1% 19,017,000 19,094,000 19,258,000 19,172,000 19,357,000 18,935,000 18,492,000 18,380,000 18,240,000 18,269,000 18,143,000 19,007,000
EBITDA 12-point trend, -721.4% $-113M $740.0K $7M $33M $39M $16M $-1M $22M $28M $31M $19M $18M
Stato Patrimoniale 28
Dati annuali Stato Patrimoniale per FORR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +27.6% $63M $56M $73M $104M $116M $90M $68M $140M $80M $77M $53M $50M
Short-term Investments 2-point trend, -13.0% · · · · · · · · · · $48M $55M
Receivables 12-point trend, -24.6% $51M $55M $59M $73M $87M $85M $85M $67M $70M $59M $67M $67M
Prepaid Expense 12-point trend, -45.6% $12M $18M $9M $14M $19M $19M $19M $13M $19M $14M $16M $22M
Current Assets 12-point trend, +2.3% $213M $201M $216M $235M $269M $217M $192M $236M $237M $223M $198M $208M
PP&E (Net) 12-point trend, -65.1% $11M $12M $19M $23M $28M $27M $30M $22M $25M $24M $28M $32M
PP&E (Gross) 12-point trend, -8.7% $68M $74M $83M $89M $98M $95M $92M $85M $84M $77M $76M $75M
Accum. Depreciation 12-point trend, +34.0% $57M $62M $64M $66M $70M $68M $63M $63M $59M $54M $49M $42M
Goodwill 12-point trend, +57.0% $120M $228M $244M $242M $245M $247M $244M $85M $76M $73M $74M $77M
Intangibles 12-point trend, +453.8% $19M $27M $38M $50M $63M $78M $97M $5M $732.0K $1M $2M $3M
Other Non-current Assets 12-point trend, -16.9% $10M $8M $7M $8M $10M $6M $7M $5M $6M $14M $17M $12M
Total Assets 12-point trend, +21.4% $404M $504M $564M $608M $680M $644M $639M $354M $345M $336M $319M $333M
Accounts Payable 12-point trend, -8.8% $832.0K $965.0K $2M $361.0K $840.0K $657.0K $505.0K $588.0K $217.0K $2M $525.0K $912.0K
Accrued Liabilities 12-point trend, +72.3% $62M $58M $81M $91M $98M $77M $80M $54M $50M $41M $41M $36M
Current Liabilities 12-point trend, +32.1% $240M $204M $240M $269M $312M $270M $269M $190M $195M $177M $182M $182M
Capital Leases 7-point trend, -56.0% $30M $25M $38M $51M $65M $70M $67M · · · · ·
Deferred Tax 7-point trend, +5963.9% $6M · · · · · $23M $969.0K $408.0K $100.0K $200.0K $97.0K
Other Non-current Liabilities 10-point trend, -26.9% $2M $11M $11M $17M $24M $23M $24M $12M · · $3M $3M
Total Liabilities 12-point trend, +45.2% $278M $274M $324M $387M $476M $458M $481M $202M $204M $186M $192M $191M
Long-term Debt 5-point trend, -73.2% $35M $35M · · $75M $108M $131M · · · · ·
Total Debt 7-point trend, -73.2% $35M $35M $35M $50M $75M $108M $131M · · · · ·
Common Stock 12-point trend, +22.0% $255.0K $251.0K $247.0K $244.0K $241.0K $236.0K $233.0K $230.0K $224.0K $217.0K $211.0K $209.0K
Retained Earnings 12-point trend, -55.2% $53M $172M $178M $175M $153M $128M $118M $128M $123M $122M $117M $117M
Treasury Stock 12-point trend, +131.3% $230M $227M $211M $207M $192M $172M $172M $172M $162M $122M $120M $99M
AOCI 12-point trend, +32.2% $-1M $-8M $-5M $-8M $-3M $-690.0K $-5M $-5M $-2M $-8M $-5M $-2M
Stockholders' Equity 12-point trend, -10.6% $127M $230M $240M $222M $204M $186M $158M $152M $141M $150M $127M $142M
Liabilities + Equity 12-point trend, +21.4% $404M $504M $564M $608M $680M $644M $639M $354M $345M $336M $319M $333M
Shares Outstanding 12-point trend, +4.7% 19,013,000 18,838,000 19,248,000 19,062,000 19,058,000 19,017,000 18,644,000 18,320,000 18,041,000 18,361,000 17,752,000 18,153,000
Flusso di cassa 15
Dati annuali Flusso di cassa per FORR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Stock-based Comp 12-point trend, +64.6% $12M $14M $15M $15M $10M $11M $12M $8M $8M $8M $8M $7M
Deferred Tax 12-point trend, +47.8% $-4M $-58.0K $-5M $-7M $-275.0K $-2M $-4M $3M $6M $3M $-985.0K $-8M
Amort. of Intangibles 12-point trend, +302.8% $9M $10M $12M $13M $15M $20M $23M $1M $781.0K $831.0K $891.0K $2M
Restructuring 3-point trend, -43.5% · · · · · · · · · $1M $4M $2M
Operating Cash Flow 12-point trend, -26.8% $21M $-4M $22M $39M $107M $48M $48M $38M $37M $44M $34M $29M
CapEx 12-point trend, +98.7% $3M $3M $5M $6M $11M $9M $12M $5M $8M $4M $4M $2M
Investing Cash Flow 10-point trend, +21.3% $-14M $5M $-37M $-7M $-29M $-5M $250M $40M $-970.0K $-18M · ·
Stock Repurchased 12-point trend, -96.5% $3M $16M $4M $15M $20M $0 $0 $10M $40M $2M $21M $73M
Net Stock Activity 10-point trend, +96.5% $-3M $-16M $-4M $-15M $-20M · · $-10M $-40M $-2M $-21M $-73M
Dividends Paid 5-point trend, +21.2% · · · · · · · $15M $14M $13M $12M $12M
Financing Cash Flow 10-point trend, -2173.5% $-3M $-16M $-18M $-39M $-49M $-24M $129M $-14M $-38M $-113.0K · ·
Net Change in Cash 12-point trend, +130.2% $7M $-17M $-31M $-12M $27M $21M $-71M $61M $3M $24M $4M $-24M
Taxes Paid 12-point trend, -49.0% $7M $9M $11M $9M $10M $3M $4M $4M $10M $9M $6M $14M
Free Cash Flow 12-point trend, -33.7% $18M $-7M $16M $34M $96M $39M $37M $33M $30M $38M $29M $27M
Levered FCF 4-point trend, +12.4% · · · $32M $93M $35M $28M · · · · ·
Redditività 8
Dati annuali Redditività per FORR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Gross Margin 2-point trend, -5.2% · · · · · · 60.5% 63.7% · · · ·
Operating Margin 8-point trend, -554.9% -28.5% 0.17% 1.4% 6.1% 7.8% 3.6% -0.23% 6.3% · · · ·
Net Margin 8-point trend, -799.3% -30.1% -1.3% 0.63% 4.0% 5.0% 2.2% -2.1% 4.3% · · · ·
Pretax Margin 8-point trend, -557.3% -30.1% 0.61% 1.3% 5.7% 6.7% 2.9% -2.1% 6.6% · · · ·
EBITDA Margin 8-point trend, -554.9% -28.5% 0.17% 1.4% 6.1% 7.8% 3.6% -0.23% 6.3% · · · ·
ROA 12-point trend, -988.2% -26.3% -1.1% 0.52% 3.4% 3.8% 1.6% -1.9% 4.4% 4.5% 5.4% 3.7% 3.0%
ROE 12-point trend, -1428.8% -83.5% -2.5% 1.3% 10.0% 12.3% 5.5% -6.3% 10.3% 10.4% 12.7% 8.9% 6.3%
ROIC 12-point trend, -1021.6% -70.0% -0.61% 1.2% 8.5% 10.4% 4.3% -0.37% 9.7% 10.8% 11.8% 9.2% 7.6%
Liquidità e Solvibilità 5
Dati annuali Liquidità e Solvibilità per FORR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -22.6% 0.9 1.0 0.9 0.9 0.9 0.8 0.7 1.2 1.2 1.3 1.1 1.1
Quick Ratio 12-point trend, -49.7% 0.5 0.5 0.5 0.7 0.6 0.6 0.6 1.1 0.8 0.8 0.9 0.9
Debt / Equity 7-point trend, -66.5% 0.3 0.2 0.1 0.2 0.4 0.6 0.8 · · · · ·
LT Debt / Equity 7-point trend, -100.0% 0.0 0.2 0.1 0.2 0.4 0.5 0.8 · · · · ·
Interest Coverage 4-point trend, +10039.0% · · · 13.3 9.2 3.0 -0.1 · · · · ·
Efficienza 2
Dati annuali Efficienza per FORR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 8-point trend, -14.6% 0.9 0.8 0.8 0.8 0.7 0.7 0.9 1.0 · · · ·
Receivables Turnover 8-point trend, +43.4% 7.5 7.6 7.3 6.7 5.8 5.3 6.1 5.2 · · · ·
Per Azione 7
Dati annuali Per Azione per FORR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, -14.7% $6.65 $12.18 $12.48 $11.63 $10.70 $9.77 $8.48 $8.28 $7.83 $8.17 $7.17 $7.80
Revenue / Share 8-point trend, +7.3% $20.87 $22.65 $24.97 $28.05 $25.54 $23.71 $24.97 $19.45 · · · ·
Cash Flow / Share 12-point trend, -26.8% $1.11 $-0.20 $1.13 $2.06 $5.53 $2.52 $2.62 $2.09 $2.06 $2.29 $1.79 $1.51
Cash / Share 12-point trend, +21.8% $3.33 $2.98 $3.79 $5.44 $6.07 $4.75 $3.64 $7.66 $4.42 $4.19 $3.00 $2.74
Dividend / Share 5-point trend, +25.0% · · · · · · · $1 $1 $1 $1 $1
Dividend Paid / Share · · · · · · · · · · · $0
EPS (TTM) 12-point trend, -1201.8% $-6.28 $-0.30 $0.16 $1.14 $1.28 $0.53 $0.52 $0.84 $0.83 $0.97 $0.66 $0.57
Tassi di Crescita 7
Dati annuali Tassi di Crescita per FORR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -181.5% -8.2% -10.1% -10.6% 8.8% 10.1% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -516.9% -9.6% -4.4% 2.3% · · · · · · · · ·
Revenue CAGR 5Y -2.4% · · · · · · · · · · ·
EPS YoY 3-point trend, -160.7% · · -86.0% -10.9% 141.5% · · · · · · ·
EPS CAGR 3Y · · -32.9% · · · · · · · · ·
Net Income YoY 3-point trend, -157.8% · · -86.0% -12.2% 148.7% · · · · · · ·
Net Income CAGR 3Y · · -32.7% · · · · · · · · ·
Valutazione (TTM) 16
Dati annuali Valutazione (TTM) per FORR
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +34.9% $397M $432M $481M $538M $494M $449M $462M $358M $338M $326M $294M $294M
Net Income TTM 12-point trend, -1198.6% $-119M $-6M $3M $22M $25M $10M $-10M $15M $15M $18M $12M $11M
Market Cap 12-point trend, -78.4% $154M $295M $516M $682M $1.12B $797M $777M $819M $797M $789M $506M $715M
Enterprise Value 7-point trend, -85.0% $126M $274M $478M $628M $1.08B $814M $840M · · · · ·
P/E 12-point trend, -101.9% -1.3 -52.2 167.6 31.4 45.9 79.1 80.2 53.2 53.3 44.3 43.2 69.1
P/S 12-point trend, -84.0% 0.4 0.7 1.1 1.3 2.3 1.8 1.7 2.3 2.4 2.4 1.7 2.4
P/B 12-point trend, -75.8% 1.2 1.3 2.1 3.1 5.5 4.3 4.9 5.4 5.6 5.3 4.0 5.0
P / Cash Flow 12-point trend, -70.5% 7.3 -76.5 23.8 17.3 10.5 16.7 16.1 21.3 21.3 18.8 15.6 24.8
P / FCF 12-point trend, -67.4% 8.5 -40.7 31.9 20.2 11.6 20.5 21.3 24.5 26.9 20.9 17.7 26.2
EV / EBITDA 7-point trend, +99.9% -1.1 370.4 70.7 19.2 27.9 50.3 -781.5 · · · · ·
EV / FCF 7-point trend, -69.7% 7.0 -37.8 29.6 18.6 11.2 21.0 23.0 · · · · ·
EV / Revenue 7-point trend, -82.5% 0.3 0.6 1.0 1.2 2.2 1.8 1.8 · · · · ·
Dividend Yield 5-point trend, +6.0% · · · · · · · 1.8% 1.7% 1.7% 2.4% 1.7%
Earnings Yield 12-point trend, -5433.8% -77.3% -1.9% 0.60% 3.2% 2.2% 1.3% 1.2% 1.9% 1.9% 2.3% 2.3% 1.5%
Payout Ratio 5-point trend, -14.4% · · · · · · · 94.3% 90.0% 73.6% 101.5% 110.1%
Annual Payout 5-point trend, +21.2% · · · · · · · $15M $14M $13M $12M $12M

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Conto Economico
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $397M$432M$481M$538M$494M
Margine Operativo % -28.5%0.17%1.4%6.1%7.8%
Utile netto $-119M$-6M$3M$22M$25M
EPS Diluito $-6.28$-0.30$0.16$1.14$1.28
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debito / Patrimonio Netto 0.30.20.10.20.4
Rapporto corrente 0.91.00.90.90.9
Quick Ratio 0.50.50.50.70.6
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
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Proprietari istituzionali (13F) 104 filer · $72.3M 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
24 (+8 vs trimestre precedente) 20 (-3 vs trimestre precedente) 32 (-2 vs trimestre precedente) 32 (+4 vs trimestre precedente) +509K

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
Portolan Capital Management, LLC $13.657.209 1.623.925 18,90% Azioni
Nantahala Capital Management, LLC $6.420.581 763.446 8,88% Azioni
FIRST MANHATTAN CO. LLC. $6.307.500 750.000 8,73% Azioni
Pacific Ridge Capital Partners, LLC $5.931.943 705.344 8,21% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $4.208.322 500.395 5,82% Azioni
RENAISSANCE TECHNOLOGIES LLC $3.517.112 418.206 4,87% Azioni
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $3.083.854 366.689 4,27% Azioni
AQR CAPITAL MANAGEMENT LLC $2.931.667 348.593 4,06% Azioni
Quantinno Capital Management LP $2.432.130 289.195 3,37% Azioni
Ancora Advisors LLC $2.269.783 269.891 3,14% Azioni
ArrowMark Colorado Holdings LLC $1.949.505 231.808 2,70% Azioni
DIMENSIONAL FUND ADVISORS LP $1.615.368 192.077 2,23% Azioni
GEODE CAPITAL MANAGEMENT, LLC $1.206.180 143.387 1,67% Azioni
TWO SIGMA INVESTMENTS, LP $1.111.819 132.202 1,54% Azioni
Nierenberg Investment Management Company, LLC $1.102.635 131.110 1,53% Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC $1.039.619 123.617 1,44% Azioni
TWO SIGMA ADVISERS, LP $859.932 105.903 1,19% Azioni
KESTREL INVESTMENT MANAGEMENT CORP $769.515 91.500 1,06% Azioni
Trexquant Investment LP $646.864 76.916 0,89% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $626.974 74.551 0,87% Azioni
VANGUARD FIDUCIARY TRUST CO $588.835 70.016 0,81% Azioni
Qube Research & Technologies Ltd $580.223 68.992 0,80% Azioni
MORGAN STANLEY $577.885 68.714 0,80% Azioni
MARSHALL WACE, LLP $554.867 65.977 0,77% Azioni
STATE STREET CORP $548.441 65.213 0,76% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $545.422 64.854 0,75% Azioni
JANE STREET GROUP, LLC $494.247 58.769 0,68% Azioni
Russell Investments Group, Ltd. $389.499 46.313 0,54% Azioni
MILLENNIUM MANAGEMENT LLC $368.013 43.759 0,51% Azioni
AMERIPRISE FINANCIAL INC $336.947 40.065 0,47% Azioni
MERCER GLOBAL ADVISORS INC /ADV $324.441 38.578 0,45% Azioni
HSBC HOLDINGS PLC $322.002 38.425 0,45% Azioni
FEDERATED HERMES, INC. $305.165 36.286 0,42% Azioni
BANK OF AMERICA CORP /DE/ $296.057 35.203 0,41% Azioni
BARCLAYS PLC $277.168 32.957 0,38% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $275.781 32.792 0,38% Azioni
NORTHERN TRUST CORP $239.416 28.468 0,33% Azioni
IEQ CAPITAL, LLC $227.406 27.040 0,31% Azioni
Vanguard Personalized Indexing Management, LLC $226.170 26.893 0,31% Azioni
Aster Capital Management (DIFC) Ltd $215.380 25.610 0,30% Azioni
Bank of New York Mellon Corp $212.723 25.294 0,29% Azioni
BlackRock, Inc. $208.736 24.820 0,29% Azioni
XTX Topco Ltd $198.972 23.659 0,28% Azioni
Cubist Systematic Strategies, LLC $190.249 17.948 0,26% Azioni
D. E. Shaw & Co., Inc. $179.881 21.389 0,25% Azioni
GOLDMAN SACHS GROUP INC $170.303 20.250 0,24% Azioni
Inscription Capital, LLC $166.989 19.856 0,23% Azioni
Mariner, LLC $156.183 18.571 0,22% Azioni
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $136.420 13.642 0,19% Azioni
Squarepoint Ops LLC $132.264 15.727 0,18% Azioni
OPPENHEIMER ASSET MANAGEMENT INC. $131.802 15.672 0,18% Azioni
PNC Financial Services Group, Inc. $126.705 15.066 0,18% Azioni
Focus Partners Wealth $109.548 13.026 0,15% Azioni
Steward Partners Investment Advisory, LLC $101.185 12.032 0,14% Azioni
AMERICAN CENTURY COMPANIES INC $98.548 11.718 0,14% Azioni
Arax Advisory Partners $84.764 10.079 0,12% Azioni
FMR LLC $80.660 9.591 0,11% Azioni
Versant Capital Management, Inc $70.308 8.360 0,10% Azioni
CWM, LLC $52.802 9.329 0,07% Azioni
RHUMBLINE ADVISERS $51.594 6.135 0,07% Azioni
Vanguard Global Advisers, LLC $34.052 4.049 0,05% Azioni
VANGUARD GROUP INC $32.878 4.049 0,05% Azioni
BNP PARIBAS FINANCIAL MARKETS $30.091 3.578 0,04% Azioni
Clear Street Group Inc. $26.189 3.114 0,04% Azioni
ELKHORN PARTNERS LIMITED PARTNERSHIP $25.230 3.000 0,03% Azioni
GAMMA Investing LLC $12.674 1.507 0,02% Azioni
Integrated Wealth Concepts LLC $9.733 1.157 0,01% Azioni
SEI INVESTMENTS CO $6.970 827 0,01% Azioni
SIMPLEX TRADING, LLC $6.433 765 0,01% Azioni
Tieton Capital Management, LLC $6.370 757.476 0,01% Azioni
Allworth Financial LP $5.677 675 0,01% Azioni
Essential Partners LLC $5.475 651 0,01% Azioni
Nuveen Asset Management, LLC $4.341 277 0,01% Azioni
ACADIAN ASSET MANAGEMENT LLC $3.609 429.610 0,00% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $3.504 619 0,00% Azioni
Invesco Ltd. $2.658 316 0,00% Azioni
OSAIC HOLDINGS, INC. $2.463 293 0,00% Azioni
US BANCORP \DE\ $2.313 275 0,00% Azioni
JPMORGAN CHASE & CO $1.827 217 0,00% Azioni
Physician Wealth Advisors, Inc. $1.489 177 0,00% Azioni
IFP Advisors, Inc $1.346 160 0,00% Azioni
Farther Finance Advisors, LLC $1.279 152 0,00% Azioni
True Wealth Design, LLC $1.178 140 0,00% Azioni
ROTHSCHILD INVESTMENT LLC $1.076 128 0,00% Azioni
Fortitude Family Office, LLC $1.034 123 0,00% Azioni
Rialto Wealth Management, LLC $665 79 0,00% Azioni
GSA CAPITAL PARTNERS LLP $541 64.275 0,00% Azioni
PRICE T ROWE ASSOCIATES INC /MD/ $461 54.743 0,00% Azioni
COOPER CREEK PARTNERS MANAGEMENT LLC $393 46.779 0,00% Azioni
Transamerica Financial Advisors, LLC $311 37 0,00% Azioni
EverSource Wealth Advisors, LLC $235 28 0,00% Azioni
UBS Group AG $235 28 0,00% Azioni
Sunbelt Securities, Inc. $209 37 0,00% Azioni
WELLS FARGO & COMPANY/MN $168 20 0,00% Azioni
SJS Investment Consulting Inc. $135 16 0,00% Azioni
Caitong International Asset Management Co., Ltd $93 11 0,00% Azioni
Wealth Enhancement Trust Services, Inc. $93 11 0,00% Azioni
Optiver Holding B.V. $50 6 0,00% Azioni
NISA INVESTMENT ADVISORS, LLC $50 6 0,00% Azioni
Clearstead Advisors, LLC $17 2 0,00% Azioni

Insider aziendali 57 insider · 42 dirigenti · 15 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
George F Colony Chairman and CEO 13 Giugno 2024 G 544.798 0 0 $0
Leo Christian Finn Chief Financial Officer 01 Aprile 2026 A 41.476 0 0 $0
Michael A Doyle Chief Financial Officer 15 Dicembre 2020 M 44.429 0 0 $0
Warren Hadley Chief Financial Officer 15 Giugno 2006 M 5.667 0 0 $0
Dennis Van Lingen President, EMEA 03 Agosto 2015 A 3.383 0 0 $0
Robert W Davidson President, Europe 28 Aprile 2006 M 0 0 0 $0
Charles Rutstein Chief Operating Officer 10 Settembre 2012 M 2.125 0 0 $0
Christophe Favre Chief Sales Officer 01 Agosto 2026 M 14.071 0 0 $0
Andrew Cox Chief Marketing Officer 01 Agosto 2026 M 5.675 0 0 $0
Michael Facemire Chief Technology Officer 01 Agosto 2026 M 8.109 0 0 $0
Scott Chouinard Chief Accounting Officer 01 Agosto 2026 M 15.264 0 0 $0
Jobina Gonsalves Chief People Officer 01 Giugno 2026 M 10.230 0 0 $0
Sharyn Leaver Chief Research Officer 01 Aprile 2026 A 28.804 0 0 $0
Ryan Darrah Chief Legal Officer 01 Aprile 2026 A 32.244 0 0 $0
Nathaniel Swan Chief Sales Officer 01 Aprile 2025 A 9.666 0 0 $0
Shirley Macbeth Chief Marketing Officer 01 Agosto 2024 M 14.020 0 0 $0
Steven P. Peltzman CBTO 01 Agosto 2024 M 21.067 0 0 $0
Michael Kasparian Chief Information Officer 01 Giugno 2024 M 17.169 0 0 $0
Sarah Le Roy Chief People Officer 01 Maggio 2023 M 1.603 0 0 $0
Alicia Lee Chief Consulting Officer 15 Dicembre 2022 S 5.407 0 0 $0
Kelley Hippler Chief Sales Officer 12 Agosto 2022 M 28.346 0 0 $0
Sherri Kottmann Chief People Officer 02 Agosto 2021 A 5.112 0 0 $0
Mack Brothers Chief Product Officer 01 Agosto 2019 A 21.917 0 0 $0
Victor Milligan Chief Marketing Officer 01 Agosto 2019 A 14.297 0 0 $0
Cliff Condon Chief Research Officer 01 Settembre 2018 M 23.415 0 0 $0
Lucia Luce Quinn Chief People Officer 03 Agosto 2018 M 21.814 0 0 $0
Michael Morhardt Chief Sales Officer 08 Giugno 2017 S 5.176 0 0 $0
MANN GAIL Chief Legal Officer 16 Novembre 2016 M 6.136 0 0 $0
Thomas R. Pohlmann Officer 03 Giugno 2014 M 1.114 0 0 $0
Ellen Daley Managing Director, Tech. Ind. 03 Giugno 2013 A 656 0 0 $0
Gregory Nelson Chief Sales Officer 14 Maggio 2012 A 641 0 0 $0
Elizabeth A Lemons Chief People Officer 14 Maggio 2012 A 0 0 0 $0
Dwight Griesman Chief Marketing Officer 14 Febbraio 2012 M 264 0 0 $0
Mark R Nemec Managing Director, Tech. Ind. 01 Luglio 2011 A 0 0 0 $0
George Orlov Chief Technology Officer 27 Maggio 2011 M 0 0 0 $0
Julie H Meringer Managing Director, IT 06 Dicembre 2010 M 1.300 0 0 $0
Brian Kardon Chief Marketing Officer 05 Dicembre 2007 M 3.714 0 0 $0
Daniel Mahoney Chief Research Officer 14 Dicembre 2006 M 3.650 0 0 $0
Timothy Riley Chief People Officer 22 Agosto 2006 M 0 0 0 $0
Richard Belanger Chief Technology Officer 08 Novembre 2004 S 0 0 0 $0
Tahar Bouhafs Managing Director 03 Novembre 2004 M 0 0 0 $0
Emily Nagle Green Managing Director 27 Ottobre 2003 M 16.136 0 0 $0
Neil Bradford Direttore 01 Giugno 2026 F 45.602 0 0 $0
Cory Munchbach Direttore 12 Maggio 2026 A 22.737 0 0 $0
Robert Paul Bennett Direttore 12 Maggio 2026 A 27.305 0 0 $0
Anthony J Friscia Direttore 12 Maggio 2026 A 41.938 0 0 $0
Warren N Romine Direttore 12 Maggio 2026 A 29.702 0 0 $0
David Boyce Direttore 03 Giugno 2024 A 20.362 0 0 $0
Yvonne Wassenaar Direttore 03 Giugno 2024 A 26.423 0 0 $0
Robert Galford Direttore 03 Giugno 2024 A 27.226 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Attivisti e proprietari del 5%+ 1 partecipazione

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
P2 Capital Partners, LLC, P2 Capital Master Fund I, L.P., P2 Capital Master Fund VI, L.P., P2 Capital Master Fund XII, L.P., Claus Moller ×7 depositi 01 Marzo 2017 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 17 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
FSCC · Federated Hermes ETF Trust 0,09% 34.139 NS 31 Maggio 2026 N-PORT
IWC · iShares Trust 0,03% 40.637 SH 08 Agosto 2026 Giornaliero
GSSC · Goldman Sachs ETF Trust 0,01% 17.080 NS 31 Maggio 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,01% 12.849 SH 08 Agosto 2026 Giornaliero
AVSC · AMERICAN CENTURY ETF TRUST 0,00% 11.718 NS 31 Maggio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,00% 65.328 NS 30 Aprile 2026 N-PORT
RSSL · Global X Funds 0,00% 5.162 NS 30 Aprile 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,00% 30.470 NS 31 Maggio 2026 N-PORT
ITWO · ProShares Trust 0,00% 539 NS 31 Maggio 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,00% 57.881 NS 31 Maggio 2026 N-PORT
UWM · ProShares Trust 0,00% 421 NS 31 Maggio 2026 N-PORT
URTY · ProShares Trust 0,00% 426 NS 31 Maggio 2026 N-PORT
HDG · ProShares Trust 0,00% 11 NS 31 Maggio 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0,00% 7.000 NS 31 Maggio 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 135.053 SH 08 Agosto 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,00% 351.436 SH 08 Agosto 2026 Giornaliero
VIS · VANGUARD WORLD FUND 0,00% 15.003 SH 08 Agosto 2026 Giornaliero