LZ LegalZoom.com, Inc. - Common Stock

NASDAQ · Professional Services · Visualizza su SEC EDGAR ↗
$5,96
Prezzo · Ago 19, 2026
Fondamentali al Ago 5, 2026

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.

Leggi di più

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 ↗

Wikidata ↗

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

Prezzo
$5.96
Capitalizzazione di Mercato
$1.03B
P/E (TTM)
72.7
EPS (TTM)
$0.08
Ricavi (TTM)
$756M
Rendimento div.
ROE
8.4%
D/E Debito/Patrimonio
Intervallo 52 sett.
$5 – $12

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

Ricavi e Utile Netto $756M
7-point trend, +85.1%
2019-12-31 2025-12-31
EPS $0.08
7-point trend, +100.0%
2019-12-31 2025-12-31
Flusso di cassa libero $148M
5-point trend, +248.8%
2021-12-31 2025-12-31
Margini 2.0%
5-point trend, -1.8%
2021-12-31 2025-12-31

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

Metrica
Tendenza 5 anni
LZ
Mediana dei peer
P/E (TTM)
5-point trend, +617.5%
72.7
23.4
P/S (TTM)
5-point trend, -57.9%
1.4
1.6
P/B
5-point trend, -36.3%
6.0
3.7
Price / FCF (Prezzo / FCF)
5-point trend, -84.1%
7.0

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

Metrica
Tendenza 5 anni
LZ
Mediana dei peer
Gross Margin (Margine lordo)
5-point trend, -1.8%
65.9%
47.8%
Operating Margin (Margine Operativo)
5-point trend, +122.3%
3.3%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, +110.8%
2.0%
2.3%
ROA
5-point trend, +110.9%
3.5%
3.9%
ROE
5-point trend, +115.1%
8.4%
9.8%
ROIC
5-point trend, +117.7%
6.9%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
LZ
Mediana dei peer
Current Ratio (Rapporto corrente)
5-point trend, -34.8%
0.8
0.9
Quick Ratio
5-point trend, -35.7%
0.7

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

Metrica
Tendenza 5 anni
LZ
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +31.5%
10.9%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +31.5%
6.8%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +31.5%
9.9%
EPS YoY
5-point trend, +111.9%
-50.0%
Net Income YoY (Utile Netto YoY)
5-point trend, +114.2%
-48.5%

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

Metrica
Tendenza 5 anni
LZ
Mediana dei peer
EPS (Diluted) (EPS (Diluito))
5-point trend, +111.9%
$0.08

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

Metrica
Tendenza 5 anni
LZ
Mediana dei peer

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

COMPRA 16 analisti
  • 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 · 2026-08-13
Target mediano $7.50 +25,9%
Target medio $7.90 +32,7%

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 $0.16 $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
Dati annuali Conto Economico per LZ
Metrica Tendenza 2025202420232022202120202019
Revenue 7-point trend, +85.1% $756M $682M $661M $620M $575M $471M $408M
Cost of Revenue 7-point trend, +88.4% $258M $240M $239M $211M $189M $155M $137M
Gross Profit 7-point trend, +83.5% $498M $442M $421M $409M $386M $316M $271M
Operating Expenses 7-point trend, +110.1% $473M $406M $400M $451M $471M $267M $225M
Operating Income 7-point trend, -46.0% $25M $36M $21M $-42M $-85M $49M $46M
Interest Expense 5-point trend, -98.7% · · $493.0K $260.0K $28M $36M $39M
Interest Income 5-point trend, +12308.2% $8M $8M $9M $2M $61.0K · ·
Other Non-op 7-point trend, -53.9% $1M $98.0K $2M $-4M $1M $4M $3M
Pretax Income 7-point trend, +215.5% $32M $43M $31M $-48M $-120M $12M $10M
Income Tax 7-point trend, +438.2% $17M $13M $18M $1M $-11M $2M $3M
Net Income 7-point trend, +107.3% $15M $30M $14M $-49M $-109M $10M $7M
EPS (Basic) 7-point trend, +125.0% $0.09 $0.17 $0.07 $-0.25 $-0.67 $0.06 $0.04
EPS (Diluted) 7-point trend, +100.0% $0.08 $0.16 $0.07 $-0.25 $-0.67 $0.06 $0.04
Shares (Basic) 7-point trend, +44.4% 178,798,000 180,210,000 190,466,000 195,829,000 161,424,000 124,709,000 123,826,000
Shares (Diluted) 7-point trend, +43.7% 184,690,000 182,865,000 194,415,000 195,829,000 161,424,000 127,259,000 128,546,000
EBITDA 5-point trend, +188.3% $61M $65M $41M $-24M $-69M · ·
Stato Patrimoniale 26
Dati annuali Stato Patrimoniale per LZ
Metrica Tendenza 2025202420232022202120202019
Cash & Equivalents 7-point trend, +313.0% $203M $142M $226M $189M $239M $114M $49M
Receivables 6-point trend, +140.7% $21M $9M $12M $13M $11M $9M ·
Prepaid Expense 6-point trend, +73.1% $18M $18M $15M $17M $17M $11M ·
Other Current Assets 6-point trend, +41.1% $954.0K $2M $2M $2M $2M $676.0K ·
Current Assets 6-point trend, +81.1% $242M $191M $275M $242M $267M $134M ·
PP&E (Net) 3-point trend, -40.0% · · · $31M $47M $51M ·
PP&E (Gross) 3-point trend, -27.5% · · · $88M $123M $122M ·
Accum. Depreciation 3-point trend, -18.3% · · · $57M $76M $70M ·
Goodwill 7-point trend, +1334.9% $141M $63M $63M $63M $60M $11M $10M
Intangibles 6-point trend, +2127.2% $18M $9M $14M $19M $16M $815.0K ·
Other Non-current Assets 6-point trend, +22.2% $7M $8M $9M $9M $13M $6M ·
Total Assets 6-point trend, +102.9% $512M $374M $448M $405M $431M $252M ·
Accounts Payable 6-point trend, -5.5% $27M $31M $32M $25M $32M $29M ·
Accrued Liabilities 6-point trend, +103.2% $83M $58M $62M $57M $51M $41M ·
Current Liabilities 6-point trend, +59.3% $319M $266M $264M $249M $229M $200M ·
Capital Leases 5-point trend, +10025000.00 $10M $6M $7M $9M $0 · ·
Other Non-current Liabilities 6-point trend, -34.7% $11M $9M $8M $4M $3M $17M ·
Total Liabilities 6-point trend, -53.6% $340M $281M $279M $263M $233M $732M ·
Long-term Debt 2-point trend, -100.0% · · · · $0 $512M ·
Total Debt · · · · $0 · ·
Common Stock 6-point trend, +42.1% $179.0K $175.0K $189.0K $190.0K $198.0K $126.0K ·
Retained Earnings 6-point trend, -77.4% $-1.13B $-1.07B $-933M $-892M $-748M $-639M ·
AOCI 6-point trend, +101.3% $181.0K $861.0K $232.0K $1M $-2M $-14M ·
Stockholders' Equity 7-point trend, +130.9% $172M $93M $169M $142M $198M $-551M $-557M
Liabilities + Equity 6-point trend, +102.9% $512M $374M $448M $405M $431M $252M ·
Shares Outstanding 6-point trend, +42.1% 177,624,000 173,619,000 188,538,000 190,822,000 198,084,000 125,037,000 ·
Flusso di cassa 15
Dati annuali Flusso di cassa per LZ
Metrica Tendenza 2025202420232022202120202019
D&A 7-point trend, +200.0% $36M $30M $20M $18M $16M $17M $12M
Stock-based Comp 7-point trend, +2094.7% $114M $72M $66M $80M $113M $13M $5M
Deferred Tax 7-point trend, +1305.5% $7M $-5M $5M $-793.0K $-12M $1M $472.0K
Amort. of Intangibles 7-point trend, +81.4% $8M $5M $5M $4M $1M $3M $4M
Other Non-cash 5-point trend, -86.7% $6M $9M $19M $25M $46M · ·
Operating Cash Flow 7-point trend, +238.2% $178M $136M $124M $74M $54M $93M $53M
CapEx 7-point trend, +65.0% $30M $36M $32M $22M $12M $11M $18M
Investing Cash Flow 7-point trend, -93.4% $-40M $-36M $-32M $-31M $-78M $-13M $-21M
Stock Repurchased 7-point trend, +5146.4% $81M $165M $55M $95M $0 $5M $2M
Net Stock Activity 4-point trend, -80532000.00 $-81M · $-55M $-95M $0 · ·
Financing Cash Flow 7-point trend, -501.1% $-77M $-183M $-56M $-93M $123M $-15M $-13M
Net Change in Cash 7-point trend, +227.6% $61M $-84M $37M $-50M $100M $65M $19M
Taxes Paid 3-point trend, +35.1% $9M $26M $7M · · · ·
Free Cash Flow 5-point trend, +248.8% $148M $100M $93M $52M $42M · ·
Levered FCF 2-point trend, +444.4% · · $92M · $17M · ·
Redditività 8
Dati annuali Redditività per LZ
Metrica Tendenza 2025202420232022202120202019
Gross Margin 5-point trend, -1.8% 65.9% 64.8% 63.8% 66.0% 67.1% · ·
Operating Margin 5-point trend, +122.3% 3.3% 5.2% 3.2% -6.7% -14.8% · ·
Net Margin 5-point trend, +110.8% 2.0% 4.4% 2.1% -7.9% -18.9% · ·
Pretax Margin 5-point trend, +120.6% 4.3% 6.3% 4.8% -7.7% -20.8% · ·
EBITDA Margin 5-point trend, +167.2% 8.1% 9.6% 6.2% -3.8% -12.1% · ·
ROA 5-point trend, +110.9% 3.5% 7.3% 3.3% -11.7% -31.8% · ·
ROE 5-point trend, +115.1% 8.4% 39.1% 8.8% -32.5% -55.9% · ·
ROIC 5-point trend, +117.7% 6.9% 26.5% 5.5% -30.0% -39.1% · ·
Liquidità e Solvibilità 5
Dati annuali Liquidità e Solvibilità per LZ
Metrica Tendenza 2025202420232022202120202019
Current Ratio 5-point trend, -34.8% 0.8 0.7 1.0 1.0 1.2 · ·
Quick Ratio 5-point trend, -35.7% 0.7 0.6 0.9 0.8 1.1 · ·
Debt / Equity · · · · 0.0 · ·
LT Debt / Equity · · · · 0.0 · ·
Interest Coverage 2-point trend, +1505.0% · · 42.7 · -3.0 · ·
Efficienza 2
Dati annuali Efficienza per LZ
Metrica Tendenza 2025202420232022202120202019
Asset Turnover 5-point trend, +1.4% 1.7 1.7 1.5 1.5 1.7 · ·
Receivables Turnover 5-point trend, -13.3% 52.0 67.3 53.0 46.1 59.9 · ·
Per Azione 5
Dati annuali Per Azione per LZ
Metrica Tendenza 2025202420232022202120202019
Book Value / Share 5-point trend, -3.0% $0.97 $0.54 $0.90 $0.75 $1.00 · ·
Revenue / Share 5-point trend, +14.9% $4.09 $3.73 $3.40 $3.17 $3.56 · ·
Cash Flow / Share 5-point trend, +187.6% $0.96 $0.74 $0.64 $0.38 $0.34 · ·
Cash / Share 5-point trend, -5.4% $1.14 $0.82 $1.20 $0.99 $1.21 · ·
EPS (TTM) 5-point trend, +111.9% $0.08 $0.16 $0.07 $-0.25 $-0.67 · ·
Tassi di Crescita 9
Dati annuali Tassi di Crescita per LZ
Metrica Tendenza 2025202420232022202120202019
Revenue YoY 5-point trend, -51.0% 10.9% 3.2% 6.6% 7.8% 22.2% · ·
Revenue CAGR 3Y 3-point trend, -42.9% 6.8% 5.8% 12.0% · · · ·
Revenue CAGR 5Y 9.9% · · · · · ·
EPS YoY 2-point trend, -138.9% -50.0% 128.6% · · · · ·
EPS CAGR 3Y · · 5.3% · · · ·
EPS CAGR 5Y 5.9% · · · · · ·
Net Income YoY 2-point trend, -142.3% -48.5% 114.7% · · · · ·
Net Income CAGR 3Y · · 12.1% · · · ·
Net Income CAGR 5Y 9.3% · · · · · ·
Valutazione (TTM) 14
Dati annuali Valutazione (TTM) per LZ
Metrica Tendenza 2025202420232022202120202019
Revenue TTM 5-point trend, +31.5% $756M $682M $661M $620M $575M · ·
Net Income TTM 5-point trend, +114.2% $15M $30M $14M $-49M $-109M · ·
Market Cap 5-point trend, -44.6% $1.76B $1.30B $2.13B $1.48B $3.18B · ·
Enterprise Value · · · · $2.94B · ·
P/E 5-point trend, +617.5% 124.1 46.9 161.4 -31.0 -24.0 · ·
P/S 5-point trend, -57.9% 2.3 1.9 3.2 2.4 5.5 · ·
P/B 5-point trend, -36.3% 10.3 14.0 12.6 10.4 16.1 · ·
P / Tangible Book 5-point trend, +417.3% 135.4 61.3 23.2 24.5 26.2 · ·
P / Cash Flow 5-point trend, -83.2% 9.9 9.6 17.1 20.0 58.8 · ·
P / FCF 5-point trend, -84.1% 11.9 13.0 23.0 28.5 75.1 · ·
EV / EBITDA · · · · -42.4 · ·
EV / FCF · · · · 69.4 · ·
EV / Revenue · · · · 5.1 · ·
Earnings Yield 5-point trend, +119.4% 0.81% 2.1% 0.62% -3.2% -4.2% · ·

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

Conto Economico
2025-12-312024-12-312023-12-312022-12-312022-09-30
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
2025-12-312024-12-312023-12-312022-12-312022-09-30
Rapporto corrente 0.80.71.01.0
Quick Ratio 0.70.60.90.8
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312022-09-30
Flusso di cassa libero $148M$100M$93M$52M

Ultime notizie Notizie recenti che menzionano questa società

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

📊

Scegli le metriche che contano per te — fai clic sul ➕ accanto a qualsiasi riga nei Fondamentali Completi sopra.

La tua selezione è salvata e ti segue su tutti i ticker.

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.

Attività istituzionale — Q2 2026 vs trimestre precedente
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