HDSN Hudson Technologies, Inc. - Common Stock

NASDAQ · Trading Companies & Distributors · Visualizza su SEC EDGAR ↗
$5,82
Prezzo · Ago 19, 2026
Fondamentali al Ago 7, 2026

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

Prezzo
$5.82
Capitalizzazione di Mercato
$242M
P/E (TTM)
15.7
EPS (TTM)
$0.37
Ricavi (TTM)
$247M
Rendimento div.
ROE
6.7%
D/E Debito/Patrimonio
Intervallo 52 sett.
$5 – $11

HDSN 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 $247M
10-point trend, +133.8%
2016-12-31 2025-12-31
EPS $0.37
10-point trend, +23.3%
2016-12-31 2025-12-31
Flusso di cassa libero $-8M
10-point trend, -207.9%
2016-12-31 2025-12-31
Margini 6.8%
10-point trend, -14.6%
2016-12-31 2025-12-31

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

Metrica
Tendenza 5 anni
HDSN
Mediana dei peer
P/E (TTM)
5-point trend, +187.7%
15.7
27.1
P/S (TTM)
5-point trend, +15.9%
1.0
1.6
P/B
5-point trend, -56.8%
1.0
2.8
Price / FCF (Prezzo / FCF)
5-point trend, +43.2%
-29.5

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

Metrica
Tendenza 5 anni
HDSN
Mediana dei peer
Gross Margin (Margine lordo)
5-point trend, -32.3%
25.2%
32.5%
Operating Margin (Margine Operativo)
5-point trend, -65.7%
7.5%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -59.6%
6.8%
2.5%
ROA
5-point trend, -68.6%
5.4%
1.8%
ROE
5-point trend, -85.7%
6.7%
2.7%
ROIC
5-point trend, -77.5%
5.6%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
HDSN
Mediana dei peer
Current Ratio (Rapporto corrente)
5-point trend, +75.3%
3.3
1.6
Quick Ratio
5-point trend, +218.5%
0.9

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

Metrica
Tendenza 5 anni
HDSN
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +27.9%
4.0%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +27.9%
-8.8%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +27.9%
10.8%
EPS YoY
5-point trend, -46.4%
-28.8%
Net Income YoY (Utile Netto YoY)
5-point trend, -48.3%
-31.7%

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

Metrica
Tendenza 5 anni
HDSN
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, -46.4%
$0.37

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

Metrica
Tendenza 5 anni
HDSN
Mediana dei peer

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

COMPRA 10 analisti
  • Acquisto forte 2 20,0%
  • Compra 5 50,0%
  • Mantieni 3 30,0%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

4 analisti · 2026-08-15
Target mediano $7.12 +22,5%
Target medio $7.31 +25,8%

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 $0.12 $0.18 -0.06%
31 Marzo 2026 $0.01 $0.06 -0.05%
31 Dicembre 2025 $-0.20 $-0.08 -0.12%
30 Settembre 2025 $0.27 $0.20 0.07%
30 Giugno 2025 $0.23 $0.17 0.06%
31 Marzo 2025 $0.06 $0.05 0.01%

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
HDSN $285M 18.5 4.0% 6.8% 6.7% 25.2%
KRT $451M 14.5 10.7% 6.7% 20.6% 36.8%
TRNS $666M 125.1 19.2% 1.6% 1.8% 32.6%
BXC $478M 3037.5 0.05% 0.01% 0.04% 15.3%
TITN $380M -6.8 -10.2% -2.2% -9.1% 15.8%
ALTG $148M -1.8 -2.2% -4.4% -457.6% 25.9%
MWYN $12M -2.8 427.5% -92.4% -144.9% 15.3%
FGI

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

Conto Economico 16
Dati annuali Conto Economico per HDSN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +341.9% $247M $237M $289M $325M $193M $148M $162M $167M $140M $105M $80M $56M
Cost of Revenue 9-point trend, +273.8% $185M $171M $178M $162M $121M · · · $102M $74M $61M $49M
Gross Profit 12-point trend, +863.3% $62M $66M $112M $163M $72M $35M $17M $-7M $38M $31M $18M $6M
SG&A Expense 12-point trend, +754.8% $40M $33M $31M $29M $27M $27M $30M $32M $22M $12M $10M $5M
Operating Expenses 12-point trend, +485.9% $44M $36M $33M $31M $29M $30M $33M $35M $23M $12M $10M $7M
Operating Income 12-point trend, +1984.2% $19M $29M $78M $132M $42M $6M $-16M $-43M $15M $19M $8M $-985.0K
Interest Expense 10-point trend, +1203.0% · · $8M $14M $11M $12M $19M $15M $3M $1M $776.0K $641.0K
Other Non-op 10-point trend, +4132000.00 $4M $3M $-8M $-14M $-9M · · $0 $28.0K $-564.0K $302.0K $0
Pretax Income 12-point trend, +1495.5% $23M $32M $70M $117M $33M $-5M $-25M $-57M $12M $17M $8M $-2M
Income Tax 12-point trend, +764.9% $6M $8M $18M $13M $1M $-185.0K $700.0K $-2M $847.0K $7M $3M $-906.0K
Net Income 12-point trend, +2414.9% $17M $24M $52M $104M $32M $-5M $-26M $-56M $11M $11M $5M $-720.0K
EPS (Basic) 12-point trend, +2000.0% $0.38 $0.54 $1.15 $2.31 $0.74 $-0.12 $-0.61 $-1.31 $0.27 $0.31 $0.15 $-0.02
EPS (Diluted) 12-point trend, +1950.0% $0.37 $0.52 $1.10 $2.20 $0.69 $-0.12 $-0.61 $-1.31 $0.26 $0.30 $0.14 $-0.02
Shares (Basic) 12-point trend, +49.7% 43,585,401 45,329,789 45,385,433 44,990,104 43,765,443 42,710,381 42,613,478 42,484,972 41,764,230 34,104,476 32,546,840 29,122,746
Shares (Diluted) 12-point trend, +54.9% 45,111,151 47,076,477 47,338,231 47,109,018 46,640,822 42,710,381 42,613,478 42,484,972 42,766,843 35,416,910 33,936,099 29,122,746
EBITDA 12-point trend, +354333.3% $21M $32M $81M $135M $46M $9M $-12M $-38M $17M $21M $10M $-6.0K
Stato Patrimoniale 28
Dati annuali Stato Patrimoniale per HDSN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +4119.9% $39M $70M $12M $5M $3M $1M $3M $2M $5M $34M $1M $935.0K
Receivables 12-point trend, +330.9% $17M $14M $25M $21M $14M $10M $8M $14M $15M $5M $4M $4M
Inventory 12-point trend, +267.2% $136M $96M $154M $145M $94M $44M $59M $102M $172M $69M $62M $37M
Prepaid Expense 12-point trend, +1131.0% $12M $9M $7M $5M $8M $7M $5M $5M $7M $847.0K $2M $1M
Current Assets 12-point trend, +386.6% $211M $196M $205M $177M $120M $62M $74M $124M $209M $108M $69M $43M
PP&E (Net) 12-point trend, +199.5% $24M $22M $19M $21M $20M $22M $24M $27M $30M $8M $8M $8M
PP&E (Gross) 12-point trend, +262.7% $69M $64M $59M $57M $54M $52M $51M $50M $50M $22M $20M $19M
Accum. Depreciation 12-point trend, +308.0% $45M $42M $40M $37M $34M $30M $27M $23M $19M $14M $13M $11M
Goodwill 12-point trend, +24534.7% $65M $62M $48M $48M $48M $48M $48M $48M $49M $856.0K $856.0K $265.0K
Intangibles 12-point trend, +386.4% $11M $14M $15M $18M $20M $23M $26M $29M $32M $3M $4M $2M
Other Non-current Assets 12-point trend, +2175.5% $2M $2M $3M $2M $710.0K $85.0K $192.0K $106.0K $184.0K $75.0K $76.0K $102.0K
Total Assets 12-point trend, +431.7% $319M $303M $297M $272M $216M $162M $180M $228M $321M $122M $85M $60M
Accounts Payable 3-point trend, +368.1% $21M $9M · · · · · · · · · $5M
Accrued Liabilities 6-point trend, +164.9% $14M $12M $12M $12M $14M $5M · · · · · ·
Short-term Debt 6-point trend, +7437.7% · · · · $15M $2M $14M $29M $65M $199.0K · ·
Current Liabilities 12-point trend, +476.0% $65M $48M $59M $53M $64M $38M $46M $60M $95M $10M $31M $11M
Capital Leases 12-point trend, +7247.7% $3M $5M $5M $6M $6M $4M $3.0K $6.0K $20.0K $116.0K $234.0K $44.0K
Deferred Tax 8-point trend, +810.6% $4M $4M $5M $244.0K $2M $1M $1M $443.0K · · · ·
Other Non-current Liabilities 4-point trend, +440.5% $2M · · · · · · · · $0 $333.0K $333.0K
Total Liabilities 12-point trend, +372.3% $75M $57M $68M $98M $145M $121M $135M $159M $198M $10M $36M $16M
Long-term Debt 9-point trend, +303.7% · · · $43M $78M $85M $85M $101M $102M $351.0K $25M $11M
Total Debt 9-point trend, +829.2% · · · $43M $93M $87M $99M $130M $167M $351.0K $5M $5M
Common Stock 12-point trend, +28.8% $416.0K $443.0K $455.0K $453.0K $448.0K $433.0K $426.0K $426.0K $424.0K $415.0K $328.0K $323.0K
Paid-in Capital 12-point trend, +49.1% $92M $111M $118M $116M $116M $118M $118M $116M $114M $114M $62M $62M
Retained Earnings 12-point trend, +948.5% $151M $135M $110M $58M $-46M $-78M $-73M $-47M $9M $-2M $-13M $-18M
Stockholders' Equity 12-point trend, +453.2% $243M $246M $229M $175M $71M $41M $45M $69M $123M $112M $49M $44M
Liabilities + Equity 12-point trend, +431.7% $319M $303M $297M $272M $216M $162M $180M $228M $321M $122M $85M $60M
Shares Outstanding 12-point trend, +28.9% 41,647,221 44,284,374 45,502,380 45,287,619 44,758,925 43,347,887 42,628,560 42,602,431 42,398,140 41,465,820 32,804,617 32,312,276
Flusso di cassa 18
Dati annuali Flusso di cassa per HDSN
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A 12-point trend, +175.3% $3M $3M $3M $3M $3M $3M $4M $4M $2M $2M $2M $979.0K
Stock-based Comp 12-point trend, +55.4% $1M $842.0K $2M $922.0K $511.0K $656.0K $2M $1M $1M $706.0K $203.0K $708.0K
Deferred Tax 12-point trend, +95.1% $-42.0K $-482.0K $4M $-1M $337.0K $163.0K $749.0K $-1M $4M $1M $3M $-857.0K
Amort. of Intangibles 12-point trend, +3196.0% $3M $3M $3M $3M $3M $3M $3M $3M $1M $488.0K $512.0K $100.0K
Other Non-cash 12-point trend, -1582.2% $-24M $64M $-3M $-44M $-38M $13M $53M $87M $-566.0K $-5M $-20M $2M
Operating Cash Flow 12-point trend, -285.9% $-3M $92M $59M $63M $-1M $12M $34M $36M $18M $9M $-11M $2M
CapEx 12-point trend, +605.6% $5M $5M $4M $4M $2M $1M $1M $1M $1M $2M $889.0K $716.0K
Investing Cash Flow 11-point trend, -119.2% $-7M $-26M $-4M $-4M $-2M $-470.0K $-1M $-1M $-210M $-2M $-3M ·
Debt Issued 6-point trend, +100000000.00 · · · $100M · · · $0 $105M $61.0K $292.0K $0
Net Debt Issued 10-point trend, -15362.6% · · $-47M $-48M $-5M $-3M $-16M $-887.0K $105M $-4M $-36.0K $-305.0K
Stock Issued 11-point trend, -99.7% $46.0K · $39.0K $182.0K $201.0K $63.0K $9.0K $17.0K $807.0K $51M $460.0K $16M
Stock Repurchased 2-point trend, +145.7% $20M $8M · · · · · · · · · ·
Net Stock Activity 12-point trend, -225.4% $-20M $-8M $39.0K $182.0K $201.0K $63.0K $9.0K $17.0K $807.0K $51M $460.0K $16M
Financing Cash Flow 11-point trend, -242.9% $-20M $-8M $-48M $-57M $5M $-12M $-32M $-38M $163M $25M $14M ·
Net Change in Cash 5-point trend, -1126.3% · · · · · · · $-3M $-29M $33M $323.0K $266.0K
Taxes Paid 12-point trend, +5748000.00 $6M $9M $19M $15M $128.0K $-48.0K $-202.0K $-10M $7M $5M $0 $0
Free Cash Flow 12-point trend, -933.9% $-8M $87M $55M $59M $-3M $10M $33M $35M $17M $8M $-11M $985.0K
Levered FCF 10-point trend, +6848.1% · · $49M $46M $-14M $-2M $13M $21M $14M $7M $-12M $701.2K
Redditività 8
Dati annuali Redditività per HDSN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +118.0% 25.2% 27.7% 38.6% 50.1% 37.2% 24.0% 10.6% -4.4% 27.1% 29.5% 23.2% 11.6%
Operating Margin 12-point trend, +527.8% 7.5% 12.4% 27.1% 40.4% 21.9% 4.0% -9.7% -25.6% 10.8% 18.0% 10.3% -1.8%
Net Margin 12-point trend, +624.0% 6.8% 10.3% 18.1% 31.9% 16.7% -3.5% -16.0% -33.4% 8.0% 10.1% 6.0% -1.3%
Pretax Margin 12-point trend, +416.2% 9.2% 13.5% 24.2% 36.0% 17.3% -3.7% -15.6% -34.4% 8.6% 16.4% 9.7% -2.9%
EBITDA Margin 12-point trend, +86300.0% 8.6% 13.6% 28.1% 41.4% 23.7% 6.2% -7.2% -23.1% 12.4% 20.1% 12.9% -0.01%
ROA 12-point trend, +519.5% 5.4% 8.1% 18.4% 42.5% 17.1% -3.0% -12.7% -20.2% 5.0% 10.2% 6.6% -1.3%
ROE 12-point trend, +434.5% 6.7% 9.8% 23.1% 60.1% 46.8% -12.1% -51.8% -76.4% 9.5% 13.2% 10.2% -2.0%
ROIC 12-point trend, +722.2% 5.6% 9.1% 25.6% 53.4% 24.9% 4.4% -11.2% -20.8% 4.8% 10.4% 9.3% -0.90%
Liquidità e Solvibilità 5
Dati annuali Liquidità e Solvibilità per HDSN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -15.5% 3.3 4.1 3.5 3.4 1.9 1.6 1.6 2.0 2.2 10.5 2.2 3.9
Quick Ratio 12-point trend, +100.3% 0.9 1.8 0.6 0.5 0.3 0.3 0.2 0.3 0.2 3.8 0.2 0.4
Debt / Equity 9-point trend, +133.6% · · · 0.2 1.3 2.1 2.2 1.9 1.4 0.0 0.1 0.1
LT Debt / Equity 9-point trend, +123.3% · · · 0.2 1.0 1.9 1.8 1.4 0.8 0.0 0.1 0.1
Interest Coverage 10-point trend, +709.1% · · 9.4 9.2 3.7 0.5 -0.8 -2.9 4.8 16.9 10.5 -1.5
Efficienza 3
Dati annuali Efficienza per HDSN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -20.1% 0.8 0.8 1.0 1.3 1.0 0.9 0.8 0.6 0.6 1.0 1.1 1.0
Inventory Turnover 8-point trend, +14.3% 1.6 1.4 1.2 1.4 · · · · 0.8 1.1 1.2 1.4
Receivables Turnover 12-point trend, +10.4% 16.1 12.2 12.6 18.5 16.0 16.5 14.6 11.5 14.3 22.9 19.0 14.5
Per Azione 5
Dati annuali Per Azione per HDSN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +329.2% $5.84 $5.55 $5.03 $3.86 $1.64 $0.94 $1.06 $1.62 $2.91 $2.70 $1.51 $1.36
Revenue / Share 12-point trend, +185.3% $5.47 $5.04 $6.11 $6.90 $4.13 $3.46 $3.80 $3.92 $3.28 $2.98 $2.35 $1.92
Cash Flow / Share 12-point trend, -220.0% $-0.07 $1.95 $1.24 $1.33 $-0.03 $0.27 $0.79 $0.86 $0.43 $0.26 $-0.31 $0.06
Cash / Share 12-point trend, +3178.2% $0.95 $1.58 $0.27 $0.12 $0.08 $0.03 $0.06 $0.05 $0.12 $0.82 $0.04 $0.03
EPS (TTM) 12-point trend, +1950.0% $0.37 $0.52 $1.10 $2.20 $0.69 $-0.12 $-0.61 $-1.31 $0.26 $0.30 $0.14 $-0.02
Tassi di Crescita 7
Dati annuali Tassi di Crescita per HDSN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -86.9% 4.0% -18.0% -11.1% 68.7% 30.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -135.1% -8.8% 7.1% 25.1% · · · · · · · · ·
Revenue CAGR 5Y 10.8% · · · · · · · · · · ·
EPS YoY 4-point trend, -113.2% -28.8% -52.7% -50.0% 218.8% · · · · · · · ·
EPS CAGR 3Y 2-point trend, -397.8% -44.8% -9.0% · · · · · · · · · ·
Net Income YoY 4-point trend, -114.3% -31.7% -53.3% -49.7% 221.8% · · · · · · · ·
Net Income CAGR 3Y 2-point trend, -412.9% -45.6% -8.9% · · · · · · · · · ·
Valutazione (TTM) 14
Dati annuali Valutazione (TTM) per HDSN
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +341.9% $247M $237M $289M $325M $193M $148M $162M $167M $140M $105M $80M $56M
Net Income TTM 12-point trend, +2414.9% $17M $24M $52M $104M $32M $-5M $-26M $-56M $11M $11M $5M $-720.0K
Market Cap 12-point trend, +134.2% $285M $247M $614M $458M $192M $47M $42M $38M $257M $332M $97M $122M
Enterprise Value 9-point trend, +295.3% · · · $496M $282M $133M $138M $166M $420M $299M $101M $126M
P/E 12-point trend, +109.8% 18.5 10.7 12.3 4.6 6.4 -9.1 -1.6 -0.7 23.3 26.7 21.2 -188.5
P/S 12-point trend, -47.0% 1.2 1.0 2.1 1.4 1.0 0.3 0.3 0.2 1.8 3.1 1.2 2.2
P/B 12-point trend, -57.7% 1.2 1.0 2.7 2.6 2.7 1.2 0.9 0.5 2.1 3.0 2.0 2.8
P / Tangible Book 5-point trend, -97.5% 1.7 1.5 3.7 4.2 69.3 · · · · · · ·
P / Cash Flow 12-point trend, -226.0% -90.2 2.7 10.5 7.3 -156.7 4.0 1.2 1.0 14.0 35.5 -9.3 71.6
P / FCF 12-point trend, -128.1% -34.7 2.9 11.2 7.7 -61.1 4.6 1.3 1.1 14.8 43.6 -8.6 123.7
EV / EBITDA 9-point trend, +100.0% · · · 3.7 6.2 14.6 -11.9 -4.3 24.1 14.1 9.8 -20922.5
EV / FCF 9-point trend, -93.4% · · · 8.4 -89.6 13.0 4.2 4.7 24.2 39.2 -8.8 127.4
EV / Revenue 9-point trend, -32.2% · · · 1.5 1.5 0.9 0.9 1.0 3.0 2.8 1.3 2.2
Earnings Yield 12-point trend, +1118.9% 5.4% 9.3% 8.2% 21.7% 15.5% -11.0% -62.2% -147.2% 4.3% 3.8% 4.7% -0.53%

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 $247M$237M$289M$325M$193M
Margine Lordo % 25.2%27.7%38.6%50.1%37.2%
Margine Operativo % 7.5%12.4%27.1%40.4%21.9%
Utile netto $17M$24M$52M$104M$32M
EPS Diluito $0.37$0.52$1.10$2.20$0.69
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debito / Patrimonio Netto 0.21.3
Rapporto corrente 3.34.13.53.41.9
Quick Ratio 0.91.80.60.50.3
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flusso di cassa libero $-8M$87M$55M$59M$-3M

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Proprietari istituzionali (13F) 170 filer · $152.2M 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
34 (+10 vs trimestre precedente) 29 (+1 vs trimestre precedente) 41 (-1 vs trimestre precedente) 45 (-9 vs trimestre precedente) +851K

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
Hartree Partners, LP $25.324.243 4.411.889 16,64% Azioni
WESTERLY CAPITAL MANAGEMENT, LLC $19.401.200 3.380.000 12,75% Azioni
DIMENSIONAL FUND ADVISORS LP $10.614.196 1.849.163 6,98% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $9.495.447 1.654.259 6,24% Azioni
RENAISSANCE TECHNOLOGIES LLC $8.277.740 1.442.115 5,44% Azioni
AMERICAN CENTURY COMPANIES INC $6.712.712 1.169.462 4,41% Azioni
STATE STREET CORP $5.141.754 895.776 3,38% Azioni
GEODE CAPITAL MANAGEMENT, LLC $4.892.475 852.118 3,22% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $4.465.657 777.989 2,93% Azioni
CASPIAN CAPITAL LP $4.180.476 728.306 2,75% Azioni
Qube Research & Technologies Ltd $4.143.402 721.847 2,72% Azioni
CITADEL ADVISORS LLC $3.239.088 564.301 2,13% Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC $2.907.832 506.591 1,91% Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2.838.040 494.432 1,87% Azioni
D. E. Shaw & Co., Inc. $2.066.245 359.973 1,36% Azioni
Cubist Systematic Strategies, LLC $2.044.904 205.932 1,34% Azioni
683 Capital Management, LLC $1.865.500 325.000 1,23% Azioni
JB CAPITAL PARTNERS LP $1.757.588 306.200 1,16% Azioni
Ancora Advisors LLC $1.741.401 303.380 1,14% Azioni
Kerrisdale Advisers, LLC $1.721.862 299.976 1,13% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $1.667.682 290.537 1,10% Azioni
VANGUARD FIDUCIARY TRUST CO $1.406.708 245.071 0,92% Azioni
Empowered Funds, LLC $1.181.740 205.878 0,78% Azioni
KESTREL INVESTMENT MANAGEMENT CORP $1.152.305 200.750 0,76% Azioni
TWO SIGMA ADVISERS, LP $1.146.005 167.300 0,75% Azioni
Pacific Ridge Capital Partners, LLC $1.001.854 174.539 0,66% Azioni
MARATHON CAPITAL MANAGEMENT $994.886 173.325 0,65% Azioni
AQR CAPITAL MANAGEMENT LLC $913.791 159.197 0,60% Azioni
FIRST TRUST ADVISORS LP $871.383 151.809 0,57% Azioni
Numerai GP LLC $862.458 150.254 0,57% Azioni
WEDGE CAPITAL MANAGEMENT L L P/NC $851.048 144.736 0,56% Azioni
CREDIT AGRICOLE S A $803.600 140.000 0,53% Azioni
TWO SIGMA INVESTMENTS, LP $757.450 131.960 0,50% Azioni
PRUDENTIAL FINANCIAL INC $698.788 121.740 0,46% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $625.735 109.013 0,41% Azioni
Quantinno Capital Management LP $613.973 106.964 0,40% Azioni
AMERIPRISE FINANCIAL INC $564.782 98.394 0,37% Azioni
Russell Investments Group, Ltd. $528.493 92.072 0,35% Azioni
GOLDMAN SACHS GROUP INC $527.259 91.857 0,35% Azioni
Bank of New York Mellon Corp $462.523 80.579 0,30% Azioni
PINNACLE ASSOCIATES LTD $401.800 70.000 0,26% Azioni
Squarepoint Ops LLC $380.103 66.220 0,25% Azioni
DEUTSCHE BANK AG\ $350.812 61.117 0,23% Azioni
BANK OF AMERICA CORP /DE/ $332.380 57.906 0,22% Azioni
ISTHMUS PARTNERS, LLC $329.797 57.456 0,22% Azioni
BAILARD, INC. $324.735 56.574 0,21% Azioni
Inspire Advisors, LLC $311.394 54.249 0,20% Azioni
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $295.604 51.499 0,19% Azioni
Odyssean, LLC $290.863 50.673 0,19% Azioni
MARSHALL WACE, LLP $289.066 50.360 0,19% Azioni
RHUMBLINE ADVISERS $287.220 50.040 0,19% Azioni
Schonfeld Strategic Advisors LLC $284.289 49.528 0,19% Azioni
ALLIANCEBERNSTEIN L.P. $274.655 46.710 0,18% Azioni
Sanctuary Advisors, LLC $266.015 46.344 0,17% Azioni
EXCHANGE TRADED CONCEPTS, LLC $264.660 46.108 0,17% Azioni
Point72 Asset Management, L.P. $262.496 45.731 0,17% Azioni
COMMONWEALTH EQUITY SERVICES, LLC $243.970 42.504 0,16% Azioni
CANADA PENSION PLAN INVESTMENT BOARD $243.950 42.500 0,16% Azioni
BlackRock, Inc. $228.022 39.725 0,15% Azioni
COMERICA BANK $216.556 31.614 0,14% Azioni
EntryPoint Capital, LLC $192.066 33.461 0,13% Azioni
Campbell & CO Investment Adviser LLC $189.391 32.995 0,12% Azioni
WELLS FARGO & COMPANY/MN $179.501 31.272 0,12% Azioni
Atlantic Union Bankshares Corp $179.375 31.250 0,12% Azioni
Vident Advisory, LLC $177.222 30.875 0,12% Azioni
STATE OF WISCONSIN INVESTMENT BOARD $169.617 29.550 0,11% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $162.321 28.279 0,11% Azioni
Park Capital Management, LLC / WI $155.428 27.078 0,10% Azioni
Brandywine Global Investment Management, LLC $154.810 22.600 0,10% Azioni
Graham Capital Management, L.P. $153.465 26.736 0,10% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $149.240 26.000 0,10% Opzione Call
FIFTH THIRD BANCORP $141.118 24.585 0,09% Azioni
SHERBROOKE PARK ADVISERS LLC $132.678 19.369 0,09% Azioni
MetLife Investment Management, LLC $129.672 22.591 0,09% Azioni
XTX Topco Ltd $121.395 21.149 0,08% Azioni
Connor, Clark & Lunn Investment Management Ltd. $106.454 18.546 0,07% Azioni
Boston Partners $104.590 18.221 0,07% Azioni
Symmetry Partners, LLC $103.509 18.033 0,07% Azioni
VANGUARD GROUP INC $102.264 14.929 0,07% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $98.688 17.193 0,06% Azioni
Empirical Asset Management, LLC $97.919 17.059 0,06% Azioni
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $97.608 15.133 0,06% Azioni
Skopos Labs, Inc. $96.932 16.485 0,06% Azioni
EP Wealth Advisors, LLC $96.863 16.875 0,06% Azioni
OSAIC HOLDINGS, INC. $96.470 16.809 0,06% Azioni
CITIGROUP INC $96.019 16.728 0,06% Azioni
Commonwealth Financial Services, LLC $96.019 16.728 0,06% Azioni
Fifth Third Wealth Advisors LLC $94.394 16.445 0,06% Azioni
Quadrature Capital Ltd $94.107 16.395 0,06% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $92.988 16.200 0,06% Opzione Put
MERCER GLOBAL ADVISORS INC /ADV $86.565 15.081 0,06% Azioni
Invesco Ltd. $85.893 14.964 0,06% Azioni
Vanguard Global Advisers, LLC $85.692 14.929 0,06% Azioni
HUB Investment Partners, LLC $85.629 14.918 0,06% Azioni
Inscription Capital, LLC $80.544 14.032 0,05% Azioni
State of Wyoming $77.507 13.503 0,05% Azioni
BROWN BROTHERS HARRIMAN & CO $76.130 13.263 0,05% Azioni
ANCHYRA PARTNERS LLC $74.982 13.063 0,05% Azioni
Cardinal Point Capital Management ULC $73.759 12.850 0,05% Azioni
FMR LLC $72.777 12.679 0,05% Azioni

Insider aziendali 21 insider · 7 dirigenti · 15 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Kenneth Gaglione President and CEO 13 Maggio 2026 P 5.000 1 0 $24.450
Kevin J Zugibe Chairman, CEO 19 Dicembre 2019 A 3.604.923 0 0 $0
Brian J. Bertaux Chief Financial Officer 19 Maggio 2026 P 2.000 1 0 $9.740
Nat Krishnamurti CFO 27 Febbraio 2024 A 25.207 0 0 $0
Kathleen Houghton Sr. VP-Sales and Marketing 08 Gennaio 2026 M 158.618 0 0 $0
Charles F Harkins VP Sales 19 Dicembre 2017 A 20.000 0 0 $0
James R Buscemi Vice President Chief Financial 14 Marzo 2016 M 360.525 0 0 $0
Loan Nguyen Mansy Direttore 17 Giugno 2026 A 34.476 2 0 $24.814
Alan Sheriff Direttore 17 Giugno 2026 A 12.484 1 0 $25.376
Nicole E Bulgarino Direttore 17 Giugno 2026 A 11.048 1 0 $2.662
Richard Parrillo Direttore 17 Giugno 2026 A 195.746 3 0 $73.114
Eric A Prouty Direttore 17 Giugno 2026 A 158.292 1 0 $24.200
Jeffrey R Feeler Direttore 17 Giugno 2026 A 12.384 1 0 $25.092
Vincent P Abbatecola Direttore 17 Novembre 2025 P 169.748 1 0 $23.730
Stephen P Mandracchia Direttore 14 Giugno 2023 A 396.756 0 0 $0
Otto C Morch Direttore 05 Luglio 2022 M 87.366 0 0 $0
Dominic J Monetta Direttore 19 Dicembre 2019 A 100.112 0 0 $0
Robert L Burr Direttore 27 Settembre 2007 J 2.622 0 0 $0
Harry C Schell Direttore 12 Settembre 2005 S 80.000 0 0 $0
Hartree Partners, LP 12 Agosto 2026 P 5.099.388 9 0 $5.241.657
Brian F Coleman 05 Dicembre 2025 S 426.968 0 2 $-7.172.316

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

Attivisti e proprietari del 5%+ 9 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
Hartree Partners, LP 10 Dicembre 2025 8,70% Deposito iniziale Investimento passivo SEC
Brian F. Coleman 25 Maggio 2021 Deposito iniziale Investimento passivo SEC
Kevin J. Zugibe ×12 depositi 04 Maggio 2021 Deposito iniziale SEC
Stephen P. Mandracchia ×8 depositi 18 Novembre 2016 Deposito iniziale SEC
FLEMING US DISCOVERY FUND III, L.P., FLEMING US DISCOVERY OFFSHORE FUND III, L.P. ×4 depositi 03 Ottobre 2007 Deposito iniziale SEC
Persona segnalante non divulgata, Persona segnalante non divulgata 02 Aprile 2004 Deposito iniziale Investimento passivo SEC
Persona segnalante non divulgata, Persona segnalante non divulgata 15 Settembre 2003 Deposito iniziale SEC
Persona segnalante non divulgata, Persona segnalante non divulgata 25 Giugno 2003 Deposito iniziale SEC
Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata 14 Febbraio 2001 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 36 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
DEEP · ETF Series Solutions 0,80% 39.507 NS 31 Maggio 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,14% 26.797 NS 31 Maggio 2026 N-PORT
IWC · iShares Trust 0,05% 125.806 SH 08 Agosto 2026 Giornaliero
EBIT · Harbor ETF Trust 0,04% 783 NS 30 Aprile 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,03% 46.296 NS 31 Maggio 2026 N-PORT
CCSO · Tidal Trust II 0,02% 1.685 NS 30 Aprile 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,02% 1.124.116 NS 31 Maggio 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,01% 72.674 NS 31 Maggio 2026 N-PORT
IWN · iShares Trust 0,01% 351.733 SH 08 Agosto 2026 Giornaliero
DFAT · Dimensional ETF Trust 0,01% 274.818 NS 30 Aprile 2026 N-PORT
DFSV · Dimensional ETF Trust 0,01% 151.426 NS 30 Aprile 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,01% 214.675 SH 08 Agosto 2026 Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS 0,01% 32.636 SH 08 Agosto 2026 Giornaliero
PRFZ · Invesco Exchange-Traded Fund Trust 0,01% 49.811 SH 08 Agosto 2026 Giornaliero
RSSL · Global X Funds 0,01% 16.897 NS 30 Aprile 2026 N-PORT
IWM · iShares Trust 0,01% 946.557 SH 08 Agosto 2026 Giornaliero
DFAS · Dimensional ETF Trust 0,01% 139.558 NS 30 Aprile 2026 N-PORT
DXUV · Dimensional ETF Trust 0,01% 3.500 NS 30 Aprile 2026 N-PORT
ITWO · ProShares Trust 0,01% 1.813 NS 31 Maggio 2026 N-PORT
UWM · ProShares Trust 0,00% 1.416 NS 31 Maggio 2026 N-PORT
URTY · ProShares Trust 0,00% 1.433 NS 31 Maggio 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,00% 1.740 NS 31 Maggio 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 1.559 NS 31 Maggio 2026 N-PORT
HDG · ProShares Trust 0,00% 36 NS 31 Maggio 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0,00% 19.460 NS 31 Maggio 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 3.030 NS 30 Aprile 2026 N-PORT
DFSU · Dimensional ETF Trust 0,00% 1.600 NS 30 Aprile 2026 N-PORT
ITOT · iShares Trust 0,00% 62.189 SH 08 Agosto 2026 Giornaliero
IWV · iShares Trust 0,00% 11.525 SH 08 Agosto 2026 Giornaliero
DFAU · Dimensional ETF Trust 0,00% 5.483 NS 30 Aprile 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 6.969 NS 30 Aprile 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,00% 423.209 SH 08 Agosto 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,00% 1.189.633 SH 08 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 3.145 SH 08 Agosto 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,00% 1.859 NS 30 Aprile 2026 N-PORT
VIS · VANGUARD WORLD FUND 0,00% 40.081 SH 08 Agosto 2026 Giornaliero