LZ LegalZoom.com, Inc. - Common Stock
Informazioni su LegalZoom.com, Inc. - Common Stock Panoramica della società da Wikipedia
LegalZoom.com, Inc. is an American online legal technology and services company launched in 2001. It provides online legal services using an independent network of attorneys and the LegalZoom-owned law firm, LegalZoom Legal Services, as well as self-service technology and care specialists. Services include wills and living trusts, business compliance such as licenses and permits, copyright registrations, and trademark applications. The company also offers attorney referrals and registered agent services.
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LegalZoom.com, Inc. is an American online legal technology and services company launched in 2001. It provides online legal services using an independent network of attorneys and the LegalZoom-owned law firm, LegalZoom Legal Services, as well as self-service technology and care specialists. Services include wills and living trusts, business compliance such as licenses and permits, copyright registrations, and trademark applications. The company also offers attorney referrals and registered agent services.
Cited as a disruption to traditional consumer legal services, the company asserts that it benefits people who otherwise could not hire a lawyer.
LegalZoom was founded by Brian S. Lee, Brian Liu, Edward Hartman, and Robert Shapiro.
Reception
Based on concerns that LegalZoom's services were a form of legal advice, the North Carolina State Bar issued a cease and desist order in 2008. After an investigation by a special referee, the court determined that LegalZoom's practices "do not constitute the unauthorized practice of law". Similar lawsuits in other states were settled or dismissed.
Consumer Reports magazine gave mixed reviews in September 2012 to the computer-aided legal forms generated by LegalZoom and two of its competitors, Nolo (formerly Nolo Press) and Rocket Lawyer, stating that all three companies provided documents "for a fraction of what you'd pay a lawyer". Consumer Reports wrote that "using any of the three services is generally better than drafting the documents yourself without legal training or not having them at all. But unless your needs are simple ... none of the will-writing products is likely to entirely meet your needs." It found in some cases, the other non-will documents weren't specific enough or contained language that could potentially lead to an unintended result.
In 2015, LegalZoom and the North Carolina Bar Association settled years of litigation by agreeing that companies like LegalZoom, which offer automated legal document preparation, will not violate North Carolina's prohibitions against the unauthorized practice of law if the companies register with the state and comply with certain consumer protection procedures. Following the settlement, the US Federal Trade Commission and the US Department of Justice jointly advised the North Carolina Legislature that the state should avoid placing overly broad restrictions on companies that offer computer-facilitated legal services. The two agencies stated that "[i]nteractive software for generating legal forms may be more cost-effective for some consumers, may exert downward price pressure on licensed lawyer services, and may promote the more efficient and convenient provision of legal services. Such products may also help increase access to legal services."
Recognition
The company was nominated for the American Bar Association's 2005 Louis M. Brown Award. In 2011, Business Insider ranked LegalZoom 27th on its list of the world's most valuable startups, and in 2012, Fast Company ranked LegalZoom 26th on its list of the most innovative companies.
Growth, acquisitions and partnerships
LegalZoom formed a partnership in 2012 with the United Kingdom-based legal services provider QualitySolicitors to jointly offer online legal services in the United Kingdom. In 2014, European private capital firm Permira announced its intent to acquire $200 million in the outstanding equity of LegalZoom and become its largest shareholder; on February 14, 2014, Permira announced that the deal was complete. LegalZoom announced in 2015 they would Beaumont Legal, a 200-year-old firm in Wakefield, West Yorkshire, England which describes itself as one of the largest conveyancers in the country.
LegalZoom announced its initial public offering in 2021 and became the first publicly traded company to own and operate a law firm in the United States. Later that year, the company expanded its network of attorneys following the Arizona Supreme Court approval of an alternative business structure license.
In 2021, LegalZoom acquired Earth Class Mail, a virtual mailbox service for businesses, for $63 million. In 2022, the company acquired Revv, a Global SaaS document automation and form template company based in Bangalore, India. In 2023, they announced a partnership with Novo, a financial technology firm focused on digital banking for small businesses.
In May 2024, LegalZoom entered a partnership with Wix.com, a website builder and web development platform, offering an all-in-one launch solution for entrepreneurs. That same year, BusinessLoans.com partnered with LegalZoom to provide LegalZoom users with a pathway to compare and apply for small business loans.
LegalZoom acquired Formation Nation, a small business services company focused on business formation and compliance that operates the Nevada Corporate Headquarters (NCH) and Inc Authority brands, in 2025, and partnered with Perplexity AI, an artificial intelligence company, to enhance its legal technology offerings.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
LZ Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
LZ 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
LZ Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
- Acquisto forte 6 37,5%
- Compra 5 31,2%
- Mantieni 5 31,2%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
5 analisti · 2026-08-13Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $0.16 | $0.16 | 0.00% |
| 31 Marzo 2026 | $0.12 | $0.14 | -0.02% |
| 31 Dicembre 2025 | $0.17 | $0.18 | -0.01% |
| 30 Settembre 2025 | $0.17 | $0.19 | -0.02% |
| 30 Giugno 2025 | $0.15 | $0.15 | -0.00% |
| 31 Marzo 2025 | $0.13 | $0.13 | -0.00% |
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 |
|---|---|---|---|---|---|---|
| LZ | $1.76B | 124.1 | 10.9% | 2.0% | 8.4% | 65.9% |
| BKSY | — | -9.0 | 4.4% | — | — | — |
| WLDN | $1.57B | 30.6 | 20.5% | 7.7% | 19.5% | 37.5% |
| RHLD | $1.75B | -299.2 | 9.9% | -1.3% | -206.6% | 56.3% |
| CRAI | $1.31B | 24.6 | 9.3% | 7.3% | 26.7% | — |
| FBYD | — | — | — | — | — | — |
| MG | — | 23.9 | -0.77% | 2.3% | 7.8% | 28.2% |
| SPIR | — | 5.0 | -35.2% | 71.7% | 39.1% | 40.8% |
| RCMT | — | 9.3 | 14.7% | — | — | — |
| FC | — | 81.5 | -7.0% | 1.1% | 4.1% | 76.2% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 16
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $756M | $682M | $661M | $620M | $575M | $471M | $408M | |
| Cost of Revenue | $258M | $240M | $239M | $211M | $189M | $155M | $137M | |
| Gross Profit | $498M | $442M | $421M | $409M | $386M | $316M | $271M | |
| Operating Expenses | $473M | $406M | $400M | $451M | $471M | $267M | $225M | |
| Operating Income | $25M | $36M | $21M | $-42M | $-85M | $49M | $46M | |
| Interest Expense | · | · | $493.0K | $260.0K | $28M | $36M | $39M | |
| Interest Income | $8M | $8M | $9M | $2M | $61.0K | · | · | |
| Other Non-op | $1M | $98.0K | $2M | $-4M | $1M | $4M | $3M | |
| Pretax Income | $32M | $43M | $31M | $-48M | $-120M | $12M | $10M | |
| Income Tax | $17M | $13M | $18M | $1M | $-11M | $2M | $3M | |
| Net Income | $15M | $30M | $14M | $-49M | $-109M | $10M | $7M | |
| EPS (Basic) | $0.09 | $0.17 | $0.07 | $-0.25 | $-0.67 | $0.06 | $0.04 | |
| EPS (Diluted) | $0.08 | $0.16 | $0.07 | $-0.25 | $-0.67 | $0.06 | $0.04 | |
| Shares (Basic) | 178,798,000 | 180,210,000 | 190,466,000 | 195,829,000 | 161,424,000 | 124,709,000 | 123,826,000 | |
| Shares (Diluted) | 184,690,000 | 182,865,000 | 194,415,000 | 195,829,000 | 161,424,000 | 127,259,000 | 128,546,000 | |
| EBITDA | $61M | $65M | $41M | $-24M | $-69M | · | · |
Stato Patrimoniale 26
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $203M | $142M | $226M | $189M | $239M | $114M | $49M | |
| Receivables | $21M | $9M | $12M | $13M | $11M | $9M | · | |
| Prepaid Expense | $18M | $18M | $15M | $17M | $17M | $11M | · | |
| Other Current Assets | $954.0K | $2M | $2M | $2M | $2M | $676.0K | · | |
| Current Assets | $242M | $191M | $275M | $242M | $267M | $134M | · | |
| PP&E (Net) | · | · | · | $31M | $47M | $51M | · | |
| PP&E (Gross) | · | · | · | $88M | $123M | $122M | · | |
| Accum. Depreciation | · | · | · | $57M | $76M | $70M | · | |
| Goodwill | $141M | $63M | $63M | $63M | $60M | $11M | $10M | |
| Intangibles | $18M | $9M | $14M | $19M | $16M | $815.0K | · | |
| Other Non-current Assets | $7M | $8M | $9M | $9M | $13M | $6M | · | |
| Total Assets | $512M | $374M | $448M | $405M | $431M | $252M | · | |
| Accounts Payable | $27M | $31M | $32M | $25M | $32M | $29M | · | |
| Accrued Liabilities | $83M | $58M | $62M | $57M | $51M | $41M | · | |
| Current Liabilities | $319M | $266M | $264M | $249M | $229M | $200M | · | |
| Capital Leases | $10M | $6M | $7M | $9M | $0 | · | · | |
| Other Non-current Liabilities | $11M | $9M | $8M | $4M | $3M | $17M | · | |
| Total Liabilities | $340M | $281M | $279M | $263M | $233M | $732M | · | |
| Long-term Debt | · | · | · | · | $0 | $512M | · | |
| Total Debt | · | · | · | · | $0 | · | · | |
| Common Stock | $179.0K | $175.0K | $189.0K | $190.0K | $198.0K | $126.0K | · | |
| Retained Earnings | $-1.13B | $-1.07B | $-933M | $-892M | $-748M | $-639M | · | |
| AOCI | $181.0K | $861.0K | $232.0K | $1M | $-2M | $-14M | · | |
| Stockholders' Equity | $172M | $93M | $169M | $142M | $198M | $-551M | $-557M | |
| Liabilities + Equity | $512M | $374M | $448M | $405M | $431M | $252M | · | |
| Shares Outstanding | 177,624,000 | 173,619,000 | 188,538,000 | 190,822,000 | 198,084,000 | 125,037,000 | · |
Flusso di cassa 15
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $36M | $30M | $20M | $18M | $16M | $17M | $12M | |
| Stock-based Comp | $114M | $72M | $66M | $80M | $113M | $13M | $5M | |
| Deferred Tax | $7M | $-5M | $5M | $-793.0K | $-12M | $1M | $472.0K | |
| Amort. of Intangibles | $8M | $5M | $5M | $4M | $1M | $3M | $4M | |
| Other Non-cash | $6M | $9M | $19M | $25M | $46M | · | · | |
| Operating Cash Flow | $178M | $136M | $124M | $74M | $54M | $93M | $53M | |
| CapEx | $30M | $36M | $32M | $22M | $12M | $11M | $18M | |
| Investing Cash Flow | $-40M | $-36M | $-32M | $-31M | $-78M | $-13M | $-21M | |
| Stock Repurchased | $81M | $165M | $55M | $95M | $0 | $5M | $2M | |
| Net Stock Activity | $-81M | · | $-55M | $-95M | $0 | · | · | |
| Financing Cash Flow | $-77M | $-183M | $-56M | $-93M | $123M | $-15M | $-13M | |
| Net Change in Cash | $61M | $-84M | $37M | $-50M | $100M | $65M | $19M | |
| Taxes Paid | $9M | $26M | $7M | · | · | · | · | |
| Free Cash Flow | $148M | $100M | $93M | $52M | $42M | · | · | |
| Levered FCF | · | · | $92M | · | $17M | · | · |
Redditività 8
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Gross Margin | 65.9% | 64.8% | 63.8% | 66.0% | 67.1% | · | · | |
| Operating Margin | 3.3% | 5.2% | 3.2% | -6.7% | -14.8% | · | · | |
| Net Margin | 2.0% | 4.4% | 2.1% | -7.9% | -18.9% | · | · | |
| Pretax Margin | 4.3% | 6.3% | 4.8% | -7.7% | -20.8% | · | · | |
| EBITDA Margin | 8.1% | 9.6% | 6.2% | -3.8% | -12.1% | · | · | |
| ROA | 3.5% | 7.3% | 3.3% | -11.7% | -31.8% | · | · | |
| ROE | 8.4% | 39.1% | 8.8% | -32.5% | -55.9% | · | · | |
| ROIC | 6.9% | 26.5% | 5.5% | -30.0% | -39.1% | · | · |
Liquidità e Solvibilità 5
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.7 | 1.0 | 1.0 | 1.2 | · | · | |
| Quick Ratio | 0.7 | 0.6 | 0.9 | 0.8 | 1.1 | · | · | |
| Debt / Equity | · | · | · | · | 0.0 | · | · | |
| LT Debt / Equity | · | · | · | · | 0.0 | · | · | |
| Interest Coverage | · | · | 42.7 | · | -3.0 | · | · |
Efficienza 2
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.7 | 1.7 | 1.5 | 1.5 | 1.7 | · | · | |
| Receivables Turnover | 52.0 | 67.3 | 53.0 | 46.1 | 59.9 | · | · |
Tassi di Crescita 9
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 10.9% | 3.2% | 6.6% | 7.8% | 22.2% | · | · | |
| Revenue CAGR 3Y | 6.8% | 5.8% | 12.0% | · | · | · | · | |
| Revenue CAGR 5Y | 9.9% | · | · | · | · | · | · | |
| EPS YoY | -50.0% | 128.6% | · | · | · | · | · | |
| EPS CAGR 3Y | · | · | 5.3% | · | · | · | · | |
| EPS CAGR 5Y | 5.9% | · | · | · | · | · | · | |
| Net Income YoY | -48.5% | 114.7% | · | · | · | · | · | |
| Net Income CAGR 3Y | · | · | 12.1% | · | · | · | · | |
| Net Income CAGR 5Y | 9.3% | · | · | · | · | · | · |
Valutazione (TTM) 14
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $756M | $682M | $661M | $620M | $575M | · | · | |
| Net Income TTM | $15M | $30M | $14M | $-49M | $-109M | · | · | |
| Market Cap | $1.76B | $1.30B | $2.13B | $1.48B | $3.18B | · | · | |
| Enterprise Value | · | · | · | · | $2.94B | · | · | |
| P/E | 124.1 | 46.9 | 161.4 | -31.0 | -24.0 | · | · | |
| P/S | 2.3 | 1.9 | 3.2 | 2.4 | 5.5 | · | · | |
| P/B | 10.3 | 14.0 | 12.6 | 10.4 | 16.1 | · | · | |
| P / Tangible Book | 135.4 | 61.3 | 23.2 | 24.5 | 26.2 | · | · | |
| P / Cash Flow | 9.9 | 9.6 | 17.1 | 20.0 | 58.8 | · | · | |
| P / FCF | 11.9 | 13.0 | 23.0 | 28.5 | 75.1 | · | · | |
| EV / EBITDA | · | · | · | · | -42.4 | · | · | |
| EV / FCF | · | · | · | · | 69.4 | · | · | |
| EV / Revenue | · | · | · | · | 5.1 | · | · | |
| Earnings Yield | 0.81% | 2.1% | 0.62% | -3.2% | -4.2% | · | · |
Conto Economico 16
| 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 | $205M | $207M | $190M | $190M | $193M | $183M | $162M | $169M | $177M | $174M | $159M | $167M | $169M | $166M | $147M | $155M | |
| Cost of Revenue | $65M | $75M | $62M | $62M | $67M | $67M | $53M | $55M | $64M | $68M | $56M | $59M | $64M | $60M | $47M | $50M | |
| Gross Profit | $140M | $132M | $129M | $128M | $125M | $117M | $108M | $114M | $114M | $106M | $103M | $108M | $105M | $106M | $99M | $105M | |
| Operating Expenses | $129M | $129M | $116M | $121M | $128M | $108M | $95M | $98M | $113M | $101M | $96M | $98M | $100M | $106M | $94M | $115M | |
| Operating Income | $11M | $3M | $13M | $6M | $-3M | $9M | $13M | $16M | $1M | $5M | $7M | $10M | $5M | $-796.0K | $5M | $-10M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $61.0K | · | · | · | $84.0K | · | · | |
| Interest Income | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $2M | $3M | $3M | $3M | $2M | $2M | · | · | |
| Other Non-op | $-3.0K | $81.0K | $290.0K | $-102.0K | $652.0K | $347.0K | $-2M | $2M | $11.0K | $93.0K | $1M | $-882.0K | $624.0K | $694.0K | $2M | $-3M | |
| Pretax Income | $12M | $4M | $14M | $8M | $-544.0K | $11M | $12M | $19M | $3M | $8M | $10M | $12M | $8M | $1M | $5M | $-12M | |
| Income Tax | $7M | $3M | $8M | $4M | $-278.0K | $5M | $-388.0K | $8M | $2M | $3M | $3M | $4M | $6M | $4M | $3M | $-223.0K | |
| Net Income | $5M | $1M | $6M | $5M | $-266.0K | $5M | $13M | $11M | $1M | $5M | $7M | $8M | $1M | $-2M | $2M | $-12M | |
| EPS (Basic) | $0.03 | $0.01 | $0.03 | $0.03 | $0.00 | $0.03 | $0.07 | $0.06 | $0.01 | $0.03 | $0.03 | $0.04 | $0.01 | $-0.01 | $0.00 | $-0.06 | |
| EPS (Diluted) | $0.03 | $0.01 | $0.03 | $0.02 | $0.00 | $0.03 | $0.07 | $0.06 | $0.01 | $0.02 | $0.03 | $0.04 | $0.01 | $-0.01 | $0.00 | $-0.06 | |
| Shares (Basic) | 170,189,000 | 174,866,000 | -358,968,000 | 180,057,000 | 180,880,000 | 176,829,000 | -367,527,000 | 174,862,000 | 184,257,000 | 188,618,000 | -383,202,000 | 191,033,000 | 191,342,000 | 191,293,000 | -395,161,000 | 194,906,000 | |
| Shares (Diluted) | 171,641,000 | 177,013,000 | -363,537,000 | 186,731,000 | 180,880,000 | 180,616,000 | -373,341,000 | 176,353,000 | 186,456,000 | 193,397,000 | -389,158,000 | 197,454,000 | 194,826,000 | 191,293,000 | -395,161,000 | 194,906,000 | |
| EBITDA | $11M | $3M | · | $6M | $-3M | $9M | · | $16M | $1M | $5M | · | $10M | $5M | $-796.0K | · | $-10M |
Stato Patrimoniale 22
| 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 | $167M | $183M | $203M | $237M | $217M | $210M | $142M | $112M | $119M | $228M | $226M | $212M | $239M | $204M | · | $212M | |
| Receivables | $20M | $25M | $21M | $20M | $23M | $18M | $9M | $12M | $15M | $16M | · | $14M | $13M | $16M | · | $14M | |
| Prepaid Expense | $25M | $21M | $18M | $19M | $14M | $20M | $18M | $20M | $22M | $18M | · | $17M | $13M | $20M | · | $17M | |
| Other Current Assets | $1M | $1M | $954.0K | $803.0K | $1M | $2M | $2M | $2M | $997.0K | $3M | · | $2M | $1M | $2M | · | $2M | |
| Current Assets | $212M | $228M | $242M | $276M | $255M | $248M | $191M | $167M | $179M | $284M | · | $267M | $288M | $262M | · | $265M | |
| PP&E (Net) | · | · | · | · | · | · | · | · | · | · | · | $44M | $39M | $34M | · | $29M | |
| Goodwill | $141M | $141M | $141M | $140M | $140M | $141M | $63M | $63M | $63M | $63M | · | $63M | $63M | $63M | $63M | $63M | |
| Intangibles | $15M | $17M | $18M | $20M | $22M | $24M | $9M | $10M | $11M | $12M | · | $15M | $16M | $18M | · | $14M | |
| Other Non-current Assets | $7M | $7M | $7M | $8M | $8M | $8M | $8M | $8M | $9M | $8M | · | $9M | $9M | $9M | · | $13M | |
| Total Assets | $466M | $492M | $512M | $551M | $543M | $533M | $374M | $349M | $360M | $460M | · | $427M | $449M | $424M | · | $424M | |
| Accounts Payable | $36M | $38M | $27M | $32M | $35M | $35M | $31M | $28M | $34M | $34M | · | $32M | $33M | $26M | · | $26M | |
| Accrued Liabilities | $56M | $57M | $83M | $77M | $74M | $72M | $58M | $57M | $58M | $53M | · | $55M | $52M | $52M | · | $60M | |
| Current Liabilities | $318M | $323M | $319M | $327M | $327M | $322M | $266M | $273M | $283M | $276M | · | $267M | $267M | $261M | · | $256M | |
| Capital Leases | $10M | $10M | $10M | $10M | $10M | $11M | $6M | $6M | $6M | $7M | · | $7M | $8M | $8M | · | $10M | |
| Other Non-current Liabilities | $11M | $11M | $11M | $11M | $12M | $11M | $9M | $9M | $9M | $9M | · | $4M | $4M | $4M | · | $3M | |
| Total Liabilities | $339M | $345M | $340M | $349M | $349M | $345M | $281M | $289M | $299M | $292M | · | $279M | $280M | $274M | · | $270M | |
| Common Stock | $169.0K | $175.0K | $179.0K | $181.0K | $181.0K | $182.0K | $175.0K | $174.0K | $177.0K | $190.0K | · | $187.0K | $191.0K | $190.0K | · | $193.0K | |
| Retained Earnings | $-1.22B | $-1.18B | $-1.13B | $-1.10B | $-1.08B | $-1.06B | $-1.07B | $-1.08B | $-1.07B | $-941M | · | $-941M | $-903M | $-901M | · | $-866M | |
| AOCI | $369.0K | $274.0K | $181.0K | $370.0K | $361.0K | $941.0K | $861.0K | $-971.0K | $678.0K | $528.0K | · | $1M | $330.0K | $866.0K | · | $4M | |
| Stockholders' Equity | $127M | $147M | $172M | $202M | $194M | $187M | $93M | $60M | $61M | $168M | $169M | $147M | $168M | $150M | $142M | $154M | |
| Liabilities + Equity | $466M | $492M | $512M | $551M | $543M | $533M | $374M | $349M | $360M | $460M | · | $427M | $449M | $424M | · | $424M | |
| Shares Outstanding | 167,451,000 | 173,402,000 | 177,624,000 | 179,515,000 | 180,081,000 | 181,177,000 | 173,619,000 | 173,174,000 | 176,108,000 | 188,875,000 | 188,538,000 | 187,776,000 | 191,657,000 | 191,244,000 | 190,822,000 | 193,848,000 |
Flusso di cassa 11
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $24M | $21M | $25M | $28M | $31M | $30M | $22M | $16M | $19M | $15M | $15M | $16M | $19M | $16M | $16M | $20M | |
| Deferred Tax | $5M | $2M | $1M | $11M | $-8M | $2M | $-4M | $138.0K | $-2M | $1M | $-6M | $3M | $5M | $3M | $2M | $-5M | |
| Operating Cash Flow | $40M | $47M | $34M | $54M | $39M | $51M | $43M | $32M | $27M | $34M | $22M | $27M | $45M | $29M | $22M | $27M | |
| CapEx | $6M | $6M | $6M | $7M | $8M | $9M | $7M | $10M | $10M | $9M | $8M | $8M | $8M | $7M | $6M | $6M | |
| Investing Cash Flow | $-6M | $-6M | $-6M | $-7M | $-6M | $-20M | $-7M | $-10M | $-10M | $-9M | $-8M | $-8M | $-8M | $-7M | $-12M | $-9M | |
| Stock Repurchased | $46M | $43M | $43M | $17M | $20M | $0 | $3M | $26M | $124M | $13M | $0 | $45M | $3M | $7M | · | $23M | |
| Net Stock Activity | · | $-43M | · | · | · | $0 | · | · | · | $-13M | · | · | · | $-7M | · | · | |
| Financing Cash Flow | $-50M | $-61M | $-62M | $-27M | $-26M | $38M | $-6M | $-28M | $-127M | $-22M | $-587.0K | $-46M | $-3M | $-7M | $-33M | $-22M | |
| Net Change in Cash | $-16M | $-20M | $-34M | $20M | $7M | $68M | $30M | $-6M | $-109M | $2M | $14M | $-27M | $35M | $15M | $-23M | $-4M | |
| Free Cash Flow | · | $41M | · | · | · | $41M | · | · | · | $25M | · | · | · | $22M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $25M | · | · | · | · | · | · |
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 | 68.2% | 64.0% | · | 67.2% | 65.0% | 63.6% | · | 67.5% | 64.1% | 60.8% | · | 64.6% | 62.3% | 63.6% | · | 67.6% | |
| Operating Margin | 5.2% | 1.3% | · | 3.4% | -1.6% | 4.9% | · | 9.7% | 0.65% | 2.9% | · | 6.1% | 2.8% | -0.48% | · | -6.2% | |
| Net Margin | 2.5% | 0.53% | · | 2.4% | -0.14% | 2.8% | · | 6.6% | 0.74% | 2.7% | · | 4.5% | 0.83% | -1.4% | · | -6.6% | |
| Pretax Margin | 5.9% | 1.8% | · | 4.4% | -0.28% | 5.8% | · | 11.4% | 1.9% | 4.6% | · | 7.2% | 4.5% | 0.89% | · | -7.5% | |
| EBITDA Margin | 5.2% | 1.3% | · | 3.4% | -1.6% | 4.9% | · | 9.7% | 0.65% | 2.9% | · | 6.1% | 2.8% | -0.48% | · | -6.2% | |
| ROA | 1.0% | 0.22% | · | 1.0% | -0.06% | 1.0% | · | 2.9% | 0.33% | 1.1% | · | 1.8% | 0.32% | -0.54% | · | -2.4% | |
| ROE | 3.2% | 0.66% | · | 3.4% | -0.21% | 2.9% | · | 10.7% | 1.1% | 3.0% | · | 5.0% | 0.84% | -1.4% | · | -5.9% | |
| ROIC | 3.6% | 0.54% | · | 1.7% | -0.78% | 2.3% | · | 15.5% | 0.74% | 1.8% | · | 4.4% | 0.52% | 0.85% | · | -5.4% |
Liquidità e Solvibilità 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.7 | 0.7 | · | 0.8 | 0.8 | 0.8 | · | 0.6 | 0.6 | 1.0 | · | 1.0 | 1.1 | 1.0 | · | 1.0 | |
| Quick Ratio | 0.6 | 0.6 | · | 0.8 | 0.7 | 0.7 | · | 0.5 | 0.5 | 0.9 | · | 0.8 | 0.9 | 0.8 | · | 0.9 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 82.9 | · | · | · | · | · | · |
Efficienza 2
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | |
| Receivables Turnover | 9.6 | 9.7 | · | 11.9 | 10.0 | 10.9 | · | 13.0 | 12.3 | 11.1 | · | 12.0 | 12.7 | 11.6 | · | 12.3 |
Valutazione (TTM) 10
| 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 | $795M | $773M | · | $734M | $722M | $703M | · | $687M | $688M | $676M | · | $649M | $637M | $630M | · | $621M | |
| Net Income TTM | $11M | $10M | · | $20M | $17M | $22M | · | $25M | $15M | $11M | · | $8M | $-11M | $-25M | · | $-90M | |
| Market Cap | $1.03B | $983M | · | $1.86B | $1.60B | $1.56B | · | $1.10B | $1.48B | $2.52B | · | $2.05B | $2.32B | $1.79B | · | $1.66B | |
| P/E | 102.2 | 94.5 | · | 94.4 | 89.1 | 71.8 | · | 48.8 | 104.9 | 222.3 | · | 218.8 | -241.6 | -78.2 | · | -19.0 | |
| P/S | 1.3 | 1.3 | · | 2.5 | 2.2 | 2.2 | · | 1.6 | 2.1 | 3.7 | · | 3.2 | 3.6 | 2.8 | · | 2.7 | |
| P/B | 8.1 | 6.7 | · | 9.2 | 8.3 | 8.3 | · | 18.3 | 24.3 | 15.0 | · | 13.9 | 13.8 | 12.0 | · | 10.8 | |
| P / Tangible Book | · | · | · | 44.3 | 49.3 | 71.6 | · | · | · | 27.4 | · | 29.8 | 26.1 | 25.9 | · | 21.5 | |
| P / Cash Flow | · | 20.8 | · | · | · | 30.8 | · | · | · | 73.7 | · | · | · | 61.4 | · | · | |
| P / FCF | · | 24.0 | · | · | · | 37.7 | · | · | · | 101.9 | · | · | · | 82.4 | · | · | |
| Earnings Yield | 0.98% | 1.1% | · | 1.1% | 1.1% | 1.4% | · | 2.1% | 0.95% | 0.45% | · | 0.46% | -0.41% | -1.3% | · | -5.2% |
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 | 2022-09-30 | |
|---|---|---|---|---|---|
| Ricavi | $756M | $682M | $661M | $620M | — |
| Margine Lordo % | 65.9% | 64.8% | 63.8% | 66.0% | — |
| Margine Operativo % | 3.3% | 5.2% | 3.2% | -6.7% | — |
| Utile netto | $15M | $30M | $14M | $-49M | — |
| EPS Diluito | $0.08 | $0.16 | $0.07 | $-0.25 | — |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| Rapporto corrente | 0.8 | 0.7 | 1.0 | 1.0 | — |
| Quick Ratio | 0.7 | 0.6 | 0.9 | 0.8 | — |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-09-30 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $148M | $100M | $93M | $52M | — |
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Proprietari istituzionali (13F) 272 filer · $864.7M 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 |
|---|---|---|---|---|
| 55 (-8 vs trimestre precedente) | 37 (-13 vs trimestre precedente) | 72 (+6 vs trimestre precedente) | 91 (+8 vs trimestre precedente) | +23.7M |
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 |
|---|---|---|---|---|
| Francisco Partners Management, LP | $175.475.811 | 28.625.744 | 20,29% | Azioni |
| Technology Crossover Management IX, Ltd. | $100.509.399 | 16.396.313 | 11,62% | Azioni |
| GPI CAPITAL, L.P. | $85.018.472 | 9.541.916 | 9,83% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $66.297.397 | 10.815.236 | 7,67% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $39.656.705 | 6.469.283 | 4,59% | Azioni |
| STATE STREET CORP | $27.906.629 | 4.552.468 | 3,23% | Azioni |
| RENAISSANCE TECHNOLOGIES LLC | $24.185.872 | 3.945.493 | 2,80% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $18.609.295 | 3.035.774 | 2,15% | Azioni |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $17.473.571 | 2.850.501 | 2,02% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $17.212.476 | 2.807.908 | 1,99% | Azioni |
| Invenomic Capital Management LP | $16.408.913 | 2.676.821 | 1,90% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $15.952.627 | 2.601.786 | 1,84% | Azioni |
| AMERIPRISE FINANCIAL INC | $12.214.368 | 1.992.556 | 1,41% | Azioni |
| GOLDMAN SACHS GROUP INC | $11.381.081 | 1.856.620 | 1,32% | Azioni |
| UBS Group AG | $10.886.089 | 1.775.871 | 1,26% | Azioni |
| CDC Financial, Inc. | $9.816.803 | 1.601.436 | 1,14% | Azioni |
| Ararat Capital Management LP | $9.618.307 | 1.569.055 | 1,11% | Azioni |
| Boston Partners | $9.424.833 | 1.536.206 | 1,09% | Azioni |
| Cubist Systematic Strategies, LLC | $7.852.219 | 756.476 | 0,91% | Azioni |
| Tabor Asset Management, LP | $7.352.432 | 1.199.418 | 0,85% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.225.345 | 1.178.686 | 0,84% | Azioni |
| Coastal Bridge Advisors, LLC | $6.468.744 | 1.055.260 | 0,75% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $6.268.949 | 1.022.667 | 0,73% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $5.659.100 | 923.181 | 0,65% | Azioni |
| HILLMAN CO | $5.623.165 | 917.319 | 0,65% | Azioni |
| Trexquant Investment LP | $5.529.898 | 902.104 | 0,64% | Azioni |
| Hillsdale Investment Management Inc. | $5.261.563 | 858.330 | 0,61% | Azioni |
| LAZARD ASSET MANAGEMENT LLC | $5.164.047 | 842.422 | 0,60% | Azioni |
| MACKENZIE FINANCIAL CORP | $5.163.354 | 842.309 | 0,60% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $5.093.503 | 830.914 | 0,59% | Azioni |
| SEB Asset Management AB | $4.881.726 | 796.368 | 0,56% | Azioni |
| NORGES BANK | $4.629.989 | 755.300 | 0,54% | Azioni |
| CAPITAL FUND MANAGEMENT S.A. | $4.511.085 | 735.903 | 0,52% | Azioni |
| BANK OF AMERICA CORP /DE/ | $4.337.993 | 707.666 | 0,50% | Azioni |
| Walleye Capital LLC | $3.479.382 | 567.599 | 0,40% | Azioni |
| CITIZENS FINANCIAL GROUP INC/RI | $3.355.967 | 547.466 | 0,39% | Azioni |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $3.168.444 | 516.875 | 0,37% | Azioni |
| Balyasny Asset Management L.P. | $3.061.408 | 499.414 | 0,35% | Azioni |
| Numerai GP LLC | $2.756.385 | 449.655 | 0,32% | Azioni |
| Robeco Institutional Asset Management B.V. | $2.722.087 | 444.060 | 0,31% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $2.397.737 | 391.148 | 0,28% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $2.352.093 | 383.702 | 0,27% | Azioni |
| Public Sector Pension Investment Board | $2.349.801 | 383.328 | 0,27% | Azioni |
| Bank of New York Mellon Corp | $2.275.609 | 371.225 | 0,26% | Azioni |
| CenterBook Partners LP | $2.097.790 | 342.217 | 0,24% | Azioni |
| WELLS FARGO & COMPANY/MN | $1.826.470 | 297.956 | 0,21% | Azioni |
| CDC Financial, Inc. | $1.777.700 | 290.000 | 0,21% | Opzione Call |
| ExodusPoint Capital Management, LP | $1.776.419 | 289.791 | 0,21% | Azioni |
| Squarepoint Ops LLC | $1.654.941 | 269.974 | 0,19% | Azioni |
| RHUMBLINE ADVISERS | $1.629.980 | 265.905 | 0,19% | Azioni |
| Brevan Howard Capital Management LP | $1.585.151 | 258.589 | 0,18% | Azioni |
| Empowered Funds, LLC | $1.534.707 | 250.360 | 0,18% | Azioni |
| Edgestream Partners, L.P. | $1.490.473 | 243.144 | 0,17% | Azioni |
| ROYAL BANK OF CANADA | $1.484.000 | 242.097 | 0,17% | Azioni |
| Madison Investment Advisors, LLC | $1.446.696 | 192.636 | 0,17% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.408.061 | 229.700 | 0,16% | Opzione Call |
| Vanguard Global Advisers, LLC | $1.399.822 | 228.356 | 0,16% | Azioni |
| ROYCE & ASSOCIATES LP | $1.322.419 | 215.729 | 0,15% | Azioni |
| Cresset Asset Management, LLC | $1.319.562 | 215.263 | 0,15% | Azioni |
| Swiss National Bank | $1.276.266 | 208.200 | 0,15% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.244.764 | 203.061 | 0,14% | Azioni |
| CITADEL ADVISORS LLC | $1.235.710 | 201.584 | 0,14% | Azioni |
| Mainstream Capital Management LLC | $1.226.000 | 200.000 | 0,14% | Azioni |
| VARCOV Co. | $1.213.568 | 197.972 | 0,14% | Azioni |
| Avory & Company, LLC | $1.197.477 | 195.347 | 0,14% | Azioni |
| TWO SIGMA ADVISERS, LP | $1.192.593 | 120.100 | 0,14% | Azioni |
| DARK FOREST CAPITAL MANAGEMENT LP | $1.164.663 | 189.994 | 0,13% | Azioni |
| CITADEL ADVISORS LLC | $1.146.310 | 187.000 | 0,13% | Opzione Call |
| Man Group plc | $1.119.589 | 182.641 | 0,13% | Azioni |
| CreativeOne Wealth, LLC | $1.074.951 | 175.359 | 0,12% | Azioni |
| Legal & General Group Plc | $1.056.948 | 172.422 | 0,12% | Azioni |
| CITIGROUP INC | $1.048.512 | 171.046 | 0,12% | Azioni |
| BlackRock, Inc. | $1.013.240 | 165.292 | 0,12% | Azioni |
| VANGUARD GROUP INC | $987.092 | 99.405 | 0,11% | Azioni |
| Quantinno Capital Management LP | $937.602 | 152.953 | 0,11% | Azioni |
| Mariner, LLC | $885.368 | 144.434 | 0,10% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $842.108 | 148.520 | 0,10% | Azioni |
| Clearline Capital LP | $834.177 | 136.081 | 0,10% | Azioni |
| Nebula Research & Development LLC | $800.100 | 89.798 | 0,09% | Azioni |
| STRS OHIO | $779.123 | 127.100 | 0,09% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $760.120 | 124.000 | 0,09% | Azioni |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $758.894 | 123.800 | 0,09% | Azioni |
| PRUDENTIAL FINANCIAL INC | $711.632 | 116.090 | 0,08% | Azioni |
| HAWK RIDGE CAPITAL MANAGEMENT LP | $709.419 | 115.729 | 0,08% | Azioni |
| Mitsubishi UFJ Trust & Banking Corp | $708.266 | 115.541 | 0,08% | Azioni |
| XTX Topco Ltd | $692.715 | 113.004 | 0,08% | Azioni |
| Freestone Grove Partners LP | $680.197 | 110.962 | 0,08% | Azioni |
| Campbell & CO Investment Adviser LLC | $622.642 | 101.573 | 0,07% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $622.413 | 109.773 | 0,07% | Azioni |
| MARSHALL WACE, LLP | $607.568 | 99.114 | 0,07% | Azioni |
| HSBC HOLDINGS PLC | $593.689 | 97.566 | 0,07% | Azioni |
| Kazazian Asset Management, LLC | $551.700 | 90.000 | 0,06% | Azioni |
| Qube Research & Technologies Ltd | $542.861 | 88.558 | 0,06% | Azioni |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $532.933 | 73.508 | 0,06% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $531.471 | 86.700 | 0,06% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $517.538 | 84.427 | 0,06% | Azioni |
| State of Tennessee, Department of Treasury | $516.422 | 84.245 | 0,06% | Azioni |
| Accurate Wealth Management, LLC | $508.704 | 70.166 | 0,06% | Azioni |
| Jump Financial, LLC | $498.982 | 81.400 | 0,06% | Azioni |
| WOLVERINE TRADING, LLC | $493.169 | 45.100 | 0,06% | Opzione Call |
Insider aziendali 13 insider · 4 dirigenti · 6 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Jeffrey M Stibel | Chief Executive Officer | 15 Agosto 2026 F | 2.736.967 | 1 | 0 | $768.750 |
| Noel Bertram Watson | Chief Operating Officer & CFO | 15 Agosto 2026 F | 1.907.801 | 0 | 3 | $-664.611 |
| Nicole Miller | CHIEF LEGAL OFFICER | 18 Agosto 2026 S | 943.453 | 0 | 3 | $-699.053 |
| Charles C. Thomas | Chief Accounting Officer | 15 Agosto 2026 F | 148.303 | 0 | 0 | $0 |
| Nathan Gooden | Direttore | 03 Giugno 2026 A | 112.736 | 0 | 0 | $0 |
| Elizabeth Hamren | Direttore | 03 Giugno 2026 A | 125.665 | 0 | 0 | $0 |
| Sivan Whiteley | Direttore | 03 Giugno 2026 A | 131.965 | 0 | 0 | $0 |
| John Francis Murphy | Direttore | 03 Giugno 2026 A | 113.835 | 0 | 0 | $0 |
| Dipan Patel | Direttore | 13 Novembre 2023 S | 0 | 0 | 0 | $0 |
| Shrisha Radhakrishna | — | 15 Agosto 2024 F | 1.100.200 | 0 | 0 | $0 |
| Daniel A Wernikoff | — | 15 Maggio 2024 F | 1.119.993 | 0 | 0 | $0 |
| Richard Preece | — | 15 Marzo 2024 S | 498.519 | 0 | 0 | $0 |
| Brian Ruder | — | 02 Luglio 2021 C | 38.012.988 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 61 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 |
|---|---|---|---|---|
| RNIN · EA Series Trust | 1,24% | 294.022 NS | 30 Aprile 2026 | N-PORT |
| SCOW · Pacer Funds Trust | 0,41% | 991 NS | 30 Aprile 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0,38% | 13.352 NS | 30 Aprile 2026 | N-PORT |
| PSCI · Invesco Exchange-Traded Fund Trust … | 0,19% | 64.947 SH | 08 Agosto 2026 | Giornaliero |
| CALF · Pacer Funds Trust | 0,17% | 904.239 NS | 30 Aprile 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,14% | 33.789 NS | 30 Aprile 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,12% | 186.949 NS | 31 Maggio 2026 | N-PORT |
| ESSC · Strategy Shares | 0,11% | 4.272 NS | 30 Aprile 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0,09% | 130.435 SH | 08 Agosto 2026 | Giornaliero |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,06% | 103.588 SH | 08 Agosto 2026 | Giornaliero |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,06% | 248.561 NS | 31 Maggio 2026 | N-PORT |
| IJT · iShares Trust | 0,06% | 808.545 SH | 08 Agosto 2026 | Giornaliero |
| SMLF · iShares Trust | 0,05% | 405.186 SH | 08 Agosto 2026 | Giornaliero |
| VFQY · VANGUARD WELLINGTON FUND | 0,05% | 35.582 SH | 08 Agosto 2026 | Giornaliero |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,05% | 170.923 SH | 08 Agosto 2026 | Giornaliero |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,04% | 19.708 SH | 08 Agosto 2026 | Giornaliero |
| IWO · iShares Trust | 0,04% | 1.103.393 SH | 08 Agosto 2026 | Giornaliero |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,04% | 388.952 SH | 08 Agosto 2026 | Giornaliero |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,04% | 127.123 SH | 08 Agosto 2026 | Giornaliero |
| XJR · iShares Trust | 0,04% | 13.294 SH | 08 Agosto 2026 | Giornaliero |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,04% | 44.016 NS | 30 Aprile 2026 | N-PORT |
| IJR · iShares Trust | 0,03% | 6.807.823 SH | 08 Agosto 2026 | Giornaliero |
| SAA · ProShares Trust | 0,03% | 1.378 NS | 31 Maggio 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,03% | 2.032.202 SH | 08 Agosto 2026 | Giornaliero |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 145.396 SH | 08 Agosto 2026 | Giornaliero |
| DFAS · Dimensional ETF Trust | 0,03% | 569.599 NS | 30 Aprile 2026 | N-PORT |
| RSSL · Global X Funds | 0,02% | 54.063 NS | 30 Aprile 2026 | N-PORT |
| IWM · iShares Trust | 0,02% | 3.098.886 SH | 08 Agosto 2026 | Giornaliero |
| VFMF · VANGUARD WELLINGTON FUND | 0,02% | 23.972 SH | 08 Agosto 2026 | Giornaliero |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,02% | 52.084 SH | 08 Agosto 2026 | Giornaliero |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,02% | 692.951 SH | 08 Agosto 2026 | Giornaliero |
| ITWO · ProShares Trust | 0,02% | 5.870 NS | 31 Maggio 2026 | N-PORT |
| ISCG · iShares Trust | 0,02% | 33.651 SH | 08 Agosto 2026 | Giornaliero |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 546.759 NS | 31 Maggio 2026 | N-PORT |
| IJS · iShares Trust | 0,01% | 213.598 SH | 08 Agosto 2026 | Giornaliero |
| UWM · ProShares Trust | 0,01% | 4.591 NS | 31 Maggio 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,01% | 34.764 NS | 30 Aprile 2026 | N-PORT |
| ISCB · iShares Trust | 0,01% | 5.236 SH | 08 Agosto 2026 | Giornaliero |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 1.286.487 SH | 08 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,01% | 3.533.568 SH | 08 Agosto 2026 | Giornaliero |
| VIS · VANGUARD WORLD FUND | 0,01% | 126.158 SH | 08 Agosto 2026 | Giornaliero |
| URTY · ProShares Trust | 0,01% | 4.648 NS | 31 Maggio 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,01% | 4.394 NS | 30 Aprile 2026 | N-PORT |
| WSML · iShares Trust | 0,01% | 6.389 SH | 08 Agosto 2026 | Giornaliero |
| DFSU · Dimensional ETF Trust | 0,01% | 16.069 NS | 30 Aprile 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 4.890 NS | 31 Maggio 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 117 NS | 31 Maggio 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 185.829 NS | 30 Aprile 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0,00% | 54.904 NS | 31 Maggio 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 22.489 NS | 30 Aprile 2026 | N-PORT |