STGW Stagwell Inc. - Class A Common Stock

NASDAQ · Media · Visualizza su SEC EDGAR ↗
$8,85
Prezzo · Ago 18, 2026
Fondamentali al Lug 31, 2026

Informazioni su Stagwell Inc. - Class A Common Stock Panoramica della società da Wikipedia

MDC Partners Inc. is an advertising and marketing holding company based in New York City. MDC is structured as a partnership model, in which it initially acquires a majority stake in its partner agency, leaving a percentage of ownership with the founder. It has more than 50 partner firms worldwide. In August 2021, following the merger of The Stagwell Group with MDC Partners, Stagwell formed Stagwell Media Network, a group of multichannel agencies.

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MDC Partners Inc. is an advertising and marketing holding company based in New York City. MDC is structured as a partnership model, in which it initially acquires a majority stake in its partner agency, leaving a percentage of ownership with the founder. It has more than 50 partner firms worldwide. In August 2021, following the merger of The Stagwell Group with MDC Partners, Stagwell formed Stagwell Media Network, a group of multichannel agencies.

History

MDC Partners was founded as Multi Discipline Communications in 1980 in Toronto by Miles Nadal. The company held an IPO on October 16, 1987.

The company operated two divisions in the 1990s: Marketing and Communications and Secure Transaction Products, which included the production of checks, credit and debit cards, tickets, and stamps. Toward the end of the 1990s, MDC concentrated on growing its marketing and communications business. It continued to expand into the United States, surpassing CAD$1 billion in revenue in 2000 through acquisitions and organic growth.

In 2001, MDC formed its first partnership with the agency Crispin Porter + Bogusky.

In January 2004, the company changed its name to MDC Partners Inc.

In 2008, MDC became the first advertising company to build a capability designed for automated, or programmatic media trading, with the formation of Varick Media Management.

The company acquired Anomaly in 2010 and 72andSunny in 2011.

On July 21, 2015, Miles Nadal announced his resignation as CEO in response to an investigation by the U.S. Securities and Exchange Commission regarding executive pay and accounting practices. Nadal agreed to pay back $1.9 million in expenses and $10.6 million in salary and bonuses. He did not receive any severance or compensation for resigning. Chief accounting officer Michael Sabatino also announced his resignation and would reportedly repay $208,000 in bonuses. MDC's presiding director of the board, Scott Kauffman, succeeded Miles Nadal as chairman and CEO.

In December 2015, the company ranked 8th in Advertising Age’s global ranking of Agency Networks, by cumulative award wins. In June 2016, MDC announced the first acquisition under Kauffman of Swedish creative agency Forsman & Bodenfors, forming a strategic partnership with sister agency CP+B.

In April 2018, MDC acquired a 51% majority stake in digital creative agency Instrument for an undisclosed amount.

In March 2019, Mark Penn was named CEO of MDC Partners, and The Stagwell Group invested $100 million in the company.

Operations

Company overview

MDC Partners is a global advertising holding company that invests in agency partners in the areas of advertising, marketing, media management, technology, analytics and consumer insights, direct marketing, and strategic consulting. The company is headquartered in New York City and also operates a corporate office in Toronto, where it was founded. It earned approximately US$1.33 billion in revenue 2015.

MDC typically invests in creative and digital firms. Historically, it invested in agencies during times when similar companies have scaled back on acquisitions. While the company has mainly invested in North American small to mid-sized agencies, it extended onto new global markets in the 2010s. As of 2015, 9% of the company's revenue came from outside North America.

MDC does not generally acquire agencies outright, but instead partners with agency management by acquiring a 51 to 80 percent initial stake. Instead of integrating the firms, acquired agencies continue to manage their own day-to-day operations. MDC provides support to the agencies in which it has invested including business strategy and financial resources. It operates a Strategic Resources Group, which supports the development of partner agencies. In 2004, Adweek called the company an "anti-holding company".

Partner Companies

Major holdings include over 50 advertising and marketing firms:

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

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

Prezzo
$8.85
Capitalizzazione di Mercato
P/E (TTM)
-1.4
EPS (TTM)
Ricavi (TTM)
$2.91B
Rendimento div.
ROE
5.3%
D/E Debito/Patrimonio
1.7
Intervallo 52 sett.
$4 – $10

STGW 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 $2.91B
10-point trend, +109.9%
2016-12-31 2025-12-31
EPS
3-point trend, -159.6%
2016-12-31 2018-12-31
Flusso di cassa libero $247M
7-point trend, +1130.0%
2016-12-31 2025-12-31
Margini 1.0%

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

Metrica
Tendenza 5 anni
STGW
Mediana dei peer
P/E (TTM)
5-point trend, +43.6%
-1.4
111.7

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

Metrica
Tendenza 5 anni
STGW
Mediana dei peer
Operating Margin (Margine Operativo)
5-point trend, +79.9%
5.5%
Net Profit Margin (Margine di Profitto Netto)
5-point trend, -30.1%
1.0%
-3.2%
ROA
5-point trend, -13.3%
0.72%
-2.0%
ROE
5-point trend, -7.5%
5.3%
-3.0%
ROIC
5-point trend, +94.3%
3.4%

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
STGW
Mediana dei peer
Debt / Equity (Debito / Patrimonio Netto)
5-point trend, -45.6%
1.7
Current Ratio (Rapporto corrente)
5-point trend, +1.0%
0.8
1.7
Quick Ratio
5-point trend, -16.6%
0.6

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

Metrica
Tendenza 5 anni
STGW
Mediana dei peer
Revenue YoY (Ricavi YoY)
5-point trend, +98.0%
2.4%
Revenue CAGR 3Y (CAGR Ricavi 3Y)
5-point trend, +98.0%
2.7%
Revenue CAGR 5Y (CAGR Ricavi 5Y)
5-point trend, +98.0%
26.8%
Net Income YoY (Utile Netto YoY)
5-point trend, +38.3%
1188.2%

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

Metrica
Tendenza 5 anni
STGW
Mediana dei peer

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

Metrica
Tendenza 5 anni
STGW
Mediana dei peer

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

Dividend Yield
Rapporto di Distribuzione Utili
CAGR Dividendi 5Y
Data ex-dividendoImporto
08 Agosto 2016$0,2100
20 Maggio 2016$0,2100
02 Marzo 2016$0,2100
06 Novembre 2015$0,2100
14 Agosto 2015$0,2100
06 Maggio 2015$0,2100
03 Marzo 2015$0,2100
06 Novembre 2014$0,1900
31 Luglio 2014$0,1900
01 Maggio 2014$0,1800
28 Febbraio 2014$0,1800
05 Novembre 2013$0,1600
02 Agosto 2013$0,1133
08 Maggio 2013$0,1867
18 Dicembre 2012$0,1867
04 Maggio 2012$0,1867
13 Febbraio 2012$0,0933
26 Ottobre 2011$0,0933
15 Agosto 2011$0,0933
12 Maggio 2011$0,0933

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

COMPRA 14 analisti
  • Acquisto forte 2 14,3%
  • Compra 9 64,3%
  • Mantieni 3 21,4%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

7 analisti · 2026-08-13
Target mediano $10.00 +13,0%
Target medio $9.86 +11,4%

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 $0.25 $0.19 0.06%
31 Marzo 2026 $0.17 $0.17 -0.00%
31 Dicembre 2025 $0.30 $0.27 0.03%
30 Settembre 2025 $0.24 $0.22 0.02%
30 Giugno 2025 $0.17 $0.17 0.00%
31 Marzo 2025 $0.12 $0.16 -0.04%

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
STGW -1.4 2.4% 1.0% 5.3%
OMC $25.28B -299.1 10.1% -0.32% -0.67%
TTD $18.07B 42.2 18.5% 15.3% 17.1%
NIQ $4.86B -12.5 5.7% -8.4% -67.4%
MGNI $2.32B 17.1 6.9% 20.3% 17.1%
DV $1.85B 38.1 13.9% 6.8% 4.6%
CCO 55.2 6.6%
MNTN $0 -91.8 28.6% -2.2% -2.4% 77.2%
IBTA $740M 189.4 -6.8% 1.0% 1.1% 79.2%

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

Conto Economico 14
Dati annuali Conto Economico per STGW
Metrica Tendenza 2025202420232022202120202019201820172016
Revenue 10-point trend, +109.9% $2.91B $2.84B $2.53B $2.69B $1.47B $888M $1.42B $1.48B $1.51B $1.39B
Cost of Revenue 10-point trend, +97.2% $1.85B $1.84B $1.62B $1.67B $907M $572M $961M $991M $1.02B $936M
SG&A Expense 10-point trend, +139.1% $732M $712M $661M $602M $424M $192M $328M $349M $310M $306M
Operating Expenses 10-point trend, +105.6% $2.75B $2.71B $2.44B $2.53B $1.42B $804M $1.34B $1.47B $1.38B $1.34B
Operating Income 10-point trend, +228.3% $159M $133M $91M $159M $45M $84M $79M $1M $132M $48M
Other Non-op 10-point trend, -58.7% $171.0K $-1M $-359.0K $-5M $7M $544.0K $-2M $230.0K $1M $414.0K
Pretax Income 10-point trend, +238.4% $69M $38M $91M $76M $60M $77M $21M $-89M $86M $-50M
Income Tax 10-point trend, +507.0% $38M $13M $41M $25M $23M $6M $10M $30M $-168M $-9M
Net Income 10-point trend, +163.5% $29M $2M $134.0K $20M $21M $56M $-5M $-130M $242M $-46M
EPS (Basic) 3-point trend, -159.6% · · · · · · · $-2.31 $3.72 $-0.89
EPS (Diluted) 3-point trend, -159.6% · · · · · · · $-2.31 $3.71 $-0.89
Shares (Basic) 10-point trend, +329.7% 220,608,000 110,890,000 117,259,000 124,262,000 90,426,000 72,862,178 69,132,100 57,218,994 55,255,797 51,345,807
Shares (Diluted) 10-point trend, +415.2% 264,523,000 115,752,000 122,170,000 296,596,000 90,426,000 72,862,178 69,132,100 57,218,994 55,481,786 51,345,807
EBITDA 7-point trend, +581.9% $330M $285M $233M $291M $122M · · · $132M $48M
Stato Patrimoniale 25
Dati annuali Stato Patrimoniale per STGW
Metrica Tendenza 2025202420232022202120202019201820172016
Cash & Equivalents 10-point trend, +274.4% $105M $131M $120M $221M $184M $92M $107M $31M $46M $28M
Receivables 10-point trend, +89.5% $736M $716M $697M $646M $697M $226M $449M $394M $434M $388M
Other Current Assets 10-point trend, +351.2% $157M $114M $94M $74M $62M $36M $36M $42M $27M $35M
Current Assets 10-point trend, +137.4% $1.16B $1.14B $1.03B $1.03B $1.01B $366M $622M $590M $543M $490M
PP&E (Net) 10-point trend, -6.8% $73M $73M $78M $99M $98M $36M $81M $88M $90M $78M
PP&E (Gross) 10-point trend, +2.5% $188M $177M $159M $158M $133M $64M $211M $217M $214M $184M
Accum. Depreciation 10-point trend, +9.4% $115M $104M $81M $59M $36M $28M $130M $129M $124M $105M
Goodwill 10-point trend, +88.8% $1.60B $1.55B $1.50B $1.57B $1.65B $352M $325M $733M $836M $845M
Intangibles 10-point trend, +880.6% $834M $837M $818M $908M $959M $186M $55M $68M $71M $85M
Other Non-current Assets 10-point trend, +66.6% $55M $43M $93M $116M $29M $17M $30M $26M $38M $33M
Total Assets 10-point trend, +167.2% $4.21B $3.91B $3.77B $4.00B $4.06B $1.01B $1.83B $1.60B $1.70B $1.58B
Accounts Payable 10-point trend, +118.1% $548M $449M $415M $357M $272M $148M $200M $222M $245M $251M
Current Liabilities 10-point trend, +84.4% $1.48B $1.37B $1.37B $1.37B $1.29B $337M $820M $743M $776M $803M
Capital Leases 10-point trend, +110440.4% $224M $245M $281M $294M $343M $53M $219M $0 $393.0K $203.0K
Deferred Tax 10-point trend, -50.4% $55M $47M $41M $41M $103M $16M $4M $5M $7M $110M
Other Non-current Liabilities 10-point trend, -8.8% $51M $34M $55M $68M $57M $6M $26M $54M $54M $56M
Total Liabilities 10-point trend, +68.4% $3.41B $3.12B $2.93B $3.03B $3.13B $615M $1.98B $1.81B $1.79B $2.03B
Long-term Debt 9-point trend, +41.6% $1.33B $1.35B $1.15B $1.18B $1.19B $199M · $954M $883M $936M
Total Debt 7-point trend, +41.6% $1.33B $1.35B $1.15B $1.18B $1.19B · · · $883M $936M
Common Stock 8-point trend, +1170.9% $744M $344M $348M $492M $383M $0 $101M $59M · ·
Retained Earnings 10-point trend, +105.7% $33M $12M $21M $22M $-7M $0 $-481M $-476M $-340M $-582M
AOCI 10-point trend, -955.5% $-19M $-24M $-13M $-15M $-5M $0 $-4M $5M $-2M $-2M
Stockholders' Equity 10-point trend, +231.9% $758M $332M $357M $499M $371M $359M $-231M $-311M $-214M $-575M
Liabilities + Equity 10-point trend, +167.2% $4.21B $3.91B $3.77B $4.00B $4.06B $1.01B $1.83B $1.60B $1.70B $1.58B
Shares Outstanding 5-point trend, +39.3% · · · · · 73,532,848 72,154,603 57,521,323 56,375,131 52,802,058
Flusso di cassa 15
Dati annuali Flusso di cassa per STGW
Metrica Tendenza 2025202420232022202120202019201820172016
D&A 10-point trend, +268.7% $171M $152M $143M $131M $78M $41M $38M $46M $43M $46M
Stock-based Comp 10-point trend, +157.6% $54M $52M $57M $33M $75M $0 $31M $18M $24M $21M
Deferred Tax 10-point trend, +204.0% $10M $-11M $19M $-18M $-4M $-5M $5M $22M $-173M $-10M
Amort. of Intangibles 9-point trend, +502.0% $145M $122M $112M $103M $61M · $13M $19M $20M $24M
Other Non-cash 5-point trend, -15.9% $26M $-53M $-139M $174M $31M · · · · ·
Operating Cash Flow 10-point trend, +734.0% $291M $143M $81M $348M $201M $138M $87M $17M $72M $-46M
CapEx 10-point trend, +48.6% $44M $19M $14M $23M $9M $5M $19M $20M $33M $29M
Investing Cash Flow 10-point trend, -351.2% $-114M $-162M $156M $-116M $164M $-29M $115.0K $-50M $-21M $-25M
Net Debt Issued 2-point trend, +20.3% · · · · · · · · $-404.0K $-507.0K
Stock Repurchased 10-point trend, +3907.8% $134M $108M $224M $70M $841.0K $0 $601.0K $776.0K $2M $3M
Net Stock Activity 7-point trend, -3907.8% $-134M $-108M $-224M $-19M $-841.0K · · · $-2M $-3M
Dividends Paid 4-point trend, -99.8% · · · · · · $56.0K $196.0K $284.0K $33M
Financing Cash Flow 10-point trend, -689.0% $-210M $37M $-340M $-187M $-273M $-80M $-12M $21M $-33M $36M
Net Change in Cash 10-point trend, +19.6% $-27M $12M $-101M $37M $92M $29M $76M $-20M $18M $-33M
Free Cash Flow 7-point trend, +1130.0% $247M $124M $67M $325M $178M · · · $82M $-24M
Redditività 7
Dati annuali Redditività per STGW
Metrica Tendenza 2025202420232022202120202019201820172016
Operating Margin 5-point trend, +79.9% 5.5% 4.7% 3.6% 5.9% 3.0% · · · · ·
Net Margin 5-point trend, -30.1% 1.0% 0.08% 0.01% 1.0% 1.4% · · · · ·
Pretax Margin 5-point trend, -41.7% 2.4% 1.3% 3.6% 2.7% 4.0% · · · · ·
EBITDA Margin 5-point trend, +36.4% 11.3% 10.0% 9.2% 10.8% 8.3% · · · · ·
ROA 7-point trend, +123.7% 0.72% 0.06% 0.00% 0.68% 0.83% · · · 14.8% -3.0%
ROE 7-point trend, -36.4% 5.3% 0.66% 0.03% 6.4% 5.8% · · · -61.3% 8.4%
ROIC 7-point trend, -69.9% 3.4% 5.1% 3.3% 8.6% 1.7% · · · 57.7% 11.2%
Liquidità e Solvibilità 4
Dati annuali Liquidità e Solvibilità per STGW
Metrica Tendenza 2025202420232022202120202019201820172016
Current Ratio 7-point trend, +28.8% 0.8 0.8 0.7 0.8 0.8 · · · 0.7 0.6
Quick Ratio 7-point trend, +9.5% 0.6 0.6 0.6 0.6 0.7 · · · 0.6 0.5
Debt / Equity 7-point trend, +206.1% 1.7 4.1 3.2 2.5 3.2 · · · -4.1 -1.6
LT Debt / Equity 7-point trend, +206.1% 1.7 4.1 3.2 2.5 3.2 · · · -4.1 -1.6
Efficienza 2
Dati annuali Efficienza per STGW
Metrica Tendenza 2025202420232022202120202019201820172016
Asset Turnover 5-point trend, +23.6% 0.7 0.7 0.7 0.7 0.6 · · · · ·
Receivables Turnover 5-point trend, +25.8% 4.0 4.0 3.8 4.0 3.2 · · · · ·
Per Azione 3
Dati annuali Per Azione per STGW
Metrica Tendenza 2025202420232022202120202019201820172016
Revenue / Share 5-point trend, -32.3% $11.00 $24.55 $20.69 $9.06 $16.25 · · · · ·
Cash Flow / Share 7-point trend, +941.9% $1.10 $1.23 $0.66 $1.17 $2.22 · · · $2.08 $0.11
EPS (TTM) 10-point trend, -280.9% $-3.39 $-3.39 $-3.39 $-3.39 $-3.39 $-3.39 $-0.25 $-2.31 $3.71 $-0.89
Tassi di Crescita 6
Dati annuali Tassi di Crescita per STGW
Metrica Tendenza 2025202420232022202120202019201820172016
Revenue YoY 5-point trend, -96.3% 2.4% 12.4% -6.0% 82.9% 65.5% · · · · ·
Revenue CAGR 3Y 3-point trend, -93.6% 2.7% 24.6% 41.7% · · · · · · ·
Revenue CAGR 5Y 26.8% · · · · · · · · ·
Net Income YoY 5-point trend, +1996.0% 1188.2% 1585.8% -99.3% -5.3% -62.7% · · · · ·
Net Income CAGR 3Y 3-point trend, +115.5% 13.5% -52.5% -86.7% · · · · · · ·
Net Income CAGR 5Y -12.4% · · · · · · · · ·
Valutazione (TTM) 6
Dati annuali Valutazione (TTM) per STGW
Metrica Tendenza 2025202420232022202120202019201820172016
Revenue TTM 10-point trend, +109.9% $2.91B $2.84B $2.53B $2.69B $1.47B $888M $1.42B $1.48B $1.51B $1.39B
Net Income TTM 10-point trend, +163.5% $29M $2M $134.0K $20M $21M $56M $-5M $-130M $242M $-46M
P/E 10-point trend, +80.4% -1.4 -1.9 -2.0 -1.8 -2.6 -0.7 -11.1 -1.1 2.6 -7.4
Earnings Yield 10-point trend, -410.2% -69.3% -51.5% -51.1% -54.6% -39.1% -135.1% -9.0% -88.5% 38.0% -13.6%
Payout Ratio 2-point trend, +100.2% · · · · · · · · 0.12% -68.7%
Annual Payout 4-point trend, -99.8% · · · · · · $56.0K $196.0K $284.0K $33M

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 $2.91B$2.84B$2.53B$2.69B$1.47B
Margine Operativo % 5.5%4.7%3.6%5.9%3.0%
Utile netto $29M$2M$134.0K$20M$21M
Stato Patrimoniale
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debito / Patrimonio Netto 1.74.13.22.53.2
Rapporto corrente 0.80.80.70.80.8
Quick Ratio 0.60.60.60.60.7
Flusso di cassa
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flusso di cassa libero $247M$124M$67M$325M$178M

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Proprietari istituzionali (13F) 196 filer · $718.7M 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
28 (-18 vs trimestre precedente) 20 (-6 vs trimestre precedente) 63 (+14 vs trimestre precedente) 52 (-5 vs trimestre precedente) +14.7M

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
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $158.358.391 21.313.377 22,03% Azioni
Madison Avenue Partners, LP $59.546.412 8.014.322 8,29% Azioni
DIMENSIONAL FUND ADVISORS LP $42.372.354 5.702.874 5,90% Azioni
ADW Capital Management, LLC $37.982.160 5.112.000 5,28% Opzione Call
ADW Capital Management, LLC $37.157.430 5.001.000 5,17% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $33.582.218 4.519.814 4,67% Azioni
VANGUARD GROUP INC $23.418.543 4.789.068 3,26% Azioni
Boston Partners $23.021.199 3.084.490 3,20% Azioni
GEODE CAPITAL MANAGEMENT, LLC $19.246.887 2.589.853 2,68% Azioni
HighTower Advisors, LLC $19.198.065 2.583.858 2,67% Azioni
STATE STREET CORP $18.384.272 2.474.330 2,56% Azioni
Penn Capital Management Company, LLC $17.582.513 2.362.291 2,45% Azioni
CIDEL ASSET MANAGEMENT INC $13.956.710 1.878.426 1,94% Azioni
DIVERSIFY WEALTH MANAGEMENT, LLC $13.330.992 1.724.579 1,85% Azioni
Diversify Advisory Services, LLC $13.330.992 1.724.579 1,85% Azioni
ABLE Financial Group, LLC $11.565.590 1.556.607 1,61% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $10.840.652 1.459.038 1,51% Azioni
FIRST TRUST ADVISORS LP $10.696.807 1.439.678 1,49% Azioni
UBS Group AG $10.383.685 1.397.535 1,44% Azioni
JANE STREET GROUP, LLC $9.940.790 1.337.926 1,38% Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC $9.190.895 1.236.998 1,28% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $9.140.408 1.230.203 1,27% Azioni
First Pacific Advisors, LP $8.855.951 1.191.918 1,23% Azioni
Western Standard LLC $8.672.861 1.167.276 1,21% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8.622.188 1.160.456 1,20% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $7.339.978 987.884 1,02% Azioni
Stanley Capital Management, LLC $7.061.041 950.342 0,98% Azioni
Empowered Funds, LLC $6.773.173 911.598 0,94% Azioni
VANGUARD FIDUCIARY TRUST CO $5.168.932 695.684 0,72% Azioni
NATIONAL BANK OF CANADA /FI/ $3.357.812 451.112 0,47% Azioni
GROUP ONE TRADING LLC $2.593.330 349.035 0,36% Azioni
Bank of New York Mellon Corp $2.474.420 333.031 0,34% Azioni
CORRADO ADVISORS, LLC $2.345.748 315.713 0,33% Azioni
IMC-Chicago, LLC $2.165.191 291.412 0,30% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.882.762 253.400 0,26% Opzione Call
Pacific Ridge Capital Partners, LLC $1.785.830 240.354 0,25% Azioni
AMERICAN CENTURY COMPANIES INC $1.784.716 240.204 0,25% Azioni
JUPITER ASSET MANAGEMENT LTD $1.756.066 236.348 0,24% Azioni
Swiss National Bank $1.705.928 229.600 0,24% Azioni
BANK OF AMERICA CORP /DE/ $1.579.960 212.646 0,22% Azioni
OSAIC HOLDINGS, INC. $1.519.442 204.501 0,21% Azioni
CastleKnight Management LP $1.481.542 199.400 0,21% Azioni
VICTORY CAPITAL MANAGEMENT INC $1.411.187 189.931 0,20% Azioni
JPMORGAN CHASE & CO $1.401.932 201.427 0,20% Azioni
CITADEL ADVISORS LLC $1.387.181 186.700 0,19% Opzione Put
Quantinno Capital Management LP $1.207.828 162.561 0,17% Azioni
Cerity Partners LLC $1.201.535 161.714 0,17% Azioni
AMERIPRISE FINANCIAL INC $1.141.716 153.663 0,16% Azioni
BANK OF MONTREAL /CAN/ $1.121.677 150.966 0,16% Azioni
WOLVERINE TRADING, LLC $1.101.658 201.400 0,15% Opzione Call
STATE OF WISCONSIN INVESTMENT BOARD $1.047.459 140.977 0,15% Azioni
RHUMBLINE ADVISERS $1.004.015 135.131 0,14% Azioni
D. E. Shaw & Co., Inc. $980.463 131.960 0,14% Azioni
Campbell & CO Investment Adviser LLC $976.064 131.368 0,14% Azioni
DARK FOREST CAPITAL MANAGEMENT LP $839.612 113.003 0,12% Azioni
KESTRA PRIVATE WEALTH SERVICES, LLC $833.468 112.176 0,12% Azioni
WOLVERINE ASSET MANAGEMENT LLC $756.597 101.830 0,11% Azioni
ExodusPoint Capital Management, LP $750.809 101.051 0,10% Azioni
K2 PRINCIPAL FUND, L.P. $743.000 100.000 0,10% Opzione Call
ALLIANCEBERNSTEIN L.P. $674.791 107.280 0,09% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $671.533 106.762 0,09% Azioni
AdvisorShares Investments LLC $651.611 87.700 0,09% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $621.757 83.682 0,09% Azioni
CAPTRUST FINANCIAL ADVISORS $621.252 83.614 0,09% Azioni
BlackRock, Inc. $560.698 75.464 0,08% Azioni
SIMPLEX TRADING, LLC $520.478 70.051 0,07% Azioni
K2 PRINCIPAL FUND, L.P. $457.829 61.619 0,06% Azioni
Zurcher Kantonalbank (Zurich Cantonalbank) $447.137 60.180 0,06% Azioni
MetLife Investment Management, LLC $431.564 58.084 0,06% Azioni
Optimize Financial Inc $421.663 67.037 0,06% Azioni
CALDWELL SUTTER CAPITAL, INC. $387.846 52.200 0,05% Azioni
TWO SIGMA INVESTMENTS, LP $378.729 50.973 0,05% Azioni
Vident Advisory, LLC $369.516 49.733 0,05% Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE $362.651 48.809 0,05% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $356.202 47.941 0,05% Azioni
PRUDENTIAL FINANCIAL INC $353.334 47.555 0,05% Azioni
CITIGROUP INC $351.684 47.333 0,05% Azioni
GOLDMAN SACHS GROUP INC $336.230 45.253 0,05% Azioni
Vanguard Global Advisers, LLC $328.614 44.228 0,05% Azioni
MERCER GLOBAL ADVISORS INC /ADV $325.055 43.749 0,05% Azioni
MORGAN STANLEY $322.655 43.426 0,04% Azioni
Invesco Ltd. $309.965 41.718 0,04% Azioni
Net Worth Advisory Group $308.085 41.465 0,04% Azioni
Sterling Capital Management LLC $308.011 41.455 0,04% Azioni
MARSHALL WACE, LLP $297.014 39.975 0,04% Azioni
PEAK6 LLC $275.846 37.126 0,04% Azioni
My Personal CFO, LLC $275.170 37.035 0,04% Azioni
NATIXIS $265.994 35.800 0,04% Azioni
CITADEL ADVISORS LLC $264.508 35.600 0,04% Opzione Call
VIRGINIA RETIREMENT SYSTEMS ET Al $259.713 53.111 0,04% Azioni
HOHIMER WEALTH MANAGEMENT, LLC $257.397 34.643 0,04% Azioni
Mariner, LLC $251.834 33.894 0,04% Azioni
Police & Firemen's Retirement System of New Jersey $246.743 33.209 0,03% Azioni
XTX Topco Ltd $241.148 32.456 0,03% Azioni
ARIZONA STATE RETIREMENT SYSTEM $233.830 31.471 0,03% Azioni
Vanguard Investments Australia, Ltd. $230.553 31.030 0,03% Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $229.513 30.890 0,03% Azioni
JANUS HENDERSON GROUP PLC $226.626 36.001 0,03% Azioni
ProShare Advisors LLC $215.128 28.954 0,03% Azioni
BNP PARIBAS FINANCIAL MARKETS $203.114 27.337 0,03% Azioni

Insider aziendali 47 insider · 19 dirigenti · 24 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Ryan Greene Chief Financial Officer 01 Aprile 2026 A 1.391.279 0 0 $0
David B. Doft Chief Financial Officer 13 Marzo 2019 J 247.485 0 0 $0
Steven Berns President & CFO 20 Marzo 2007 A 139.870 0 0 $0
Jay Leveton President 01 Aprile 2026 A 2.009.454 0 0 $0
Andre Clement Coste EVP, Chief Operating Officer 01 Marzo 2016 F 47.641 0 0 $0
David Dabill Chief Operating Officer 29 Febbraio 2012 P 31.195 0 0 $0
Peter Mcelligott General Counsel 01 Aprile 2026 A 122.185 0 0 $0
Vincenzo Dimaggio SVP, Chief Accounting Officer 31 Marzo 2025 F 165.945 0 0 $0
David Corwin Ross EVP, Strategy & Corporate Development, General Counsel 26 Febbraio 2021 F 344.327 0 0 $0
Jonathan B. Mirsky Former General Counsel 30 Settembre 2020 D 145.754 0 0 $0
Mitchell Gendel Gen. Counsel & Corp. Secretary 22 Marzo 2019 P 298.144 0 0 $0
Robert Andrew Kantor EVP, Global Chief Marketing Officer 28 Febbraio 2018 A 208.574 0 0 $0
Michael Sabatino SVP & Chief Accounting Officer 23 Febbraio 2015 F 208.096 0 0 $0
Stephen Pustil Vice Chairman 12 Marzo 2014 P 577.691 0 0 $0
Gavin Swartzman Managing Director 14 Febbraio 2013 F 86.603 0 0 $0
Robert E Dickson Managing Director 06 Giugno 2011 D 184.092 0 0 $0
Graham Lawrence Rosenberg Managing Director 31 Agosto 2009 X 69.793 0 0 $0
Charles K Porter Chief Strategist 13 Marzo 2008 F 146.127 0 0 $0
Berns Steven Vice Chairman & Executive VP 04 Gennaio 2005 P 4.000 0 0 $0
Eli Samaha Direttore 01 Luglio 2026 A 170.764 0 0 $0
Brandt A. Vaughan Direttore 01 Luglio 2026 A 220.504 0 0 $0
Wade Oosterman Direttore 11 Giugno 2026 A 203.936 0 0 $0
Rodney E Slater Direttore 11 Giugno 2026 A 140.680 0 0 $0
Desiree G Rogers Direttore 11 Giugno 2026 A 214.984 0 0 $0
Charlene Barshefsky Direttore 11 Giugno 2026 A 238.286 0 0 $0
Irwin D Simon Direttore 11 Giugno 2026 A 228.891 0 0 $0
Bradley J. Gross Direttore 13 Giugno 2024 S 12.981.022 0 0 $0
Asha Daniere Direttore 07 Agosto 2020 A 23.256 0 0 $0
Daniel Steven Goldberg Direttore 28 Luglio 2019 F 180.272 0 0 $0
Anne Marie O'Donovan Direttore 17 Maggio 2019 P 17.832 0 0 $0
Scott L Kauffman Direttore 13 Marzo 2019 J 604.357 0 0 $0
Clare Copeland Direttore 17 Febbraio 2019 F 92.678 0 0 $0
Lawrence S Kramer Direttore 22 Gennaio 2018 A 31.990 0 0 $0
Michael Jl Kirby Direttore 01 Giugno 2016 F 63.153 0 0 $0
Thomas N Davidson Direttore 05 Maggio 2014 A 274.423 0 0 $0
KAMERSCHEN ROBERT Direttore 05 Maggio 2014 A 611.029 0 0 $0
Jeff Epstein Direttore 29 Aprile 2008 A 8.000 0 0 $0
Francois R Roy Direttore 02 Maggio 2007 A 4.000 0 0 $0
Richard R Hylland Direttore 20 Aprile 2007 D 0 0 0 $0
Thomas Weigman Direttore 06 Marzo 2006 A 4.000 0 0 $0
Guy French Direttore 01 Settembre 2005 A 12.886 0 0 $0
Miles Nadal Proprietario del 10% 29 Ottobre 2015 S 3.820.043 0 0 $0
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC Proprietario del 10% 04 Marzo 2004 S 709.827 0 0 $0
JANA PARTNERS LLC Proprietario del 10% 14 Gennaio 2004 S 1.860.000 0 0 $0
Beth J Kaplan 11 Agosto 2026 A 15.459 0 0 $0
Mark Jeffery Penn 09 Agosto 2026 M 23.034.990 1 0 $117.600
Frank P Lanuto 31 Luglio 2026 S 491.977 0 1 $-524.520

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

Attivisti e proprietari del 5%+ 8 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
Stagwell Group LLC, Stagwell Agency Holdings LLC, Penn Mark Jeffery, Stagwell Media LP 13 Gennaio 2026 11,60% Modifica SEC
Penn Mark Jeffery, Stagwell Agency Holdings LLC, Stagwell Group LLC, Stagwell Media LP ×4 depositi 21 Luglio 2025 11,60% Modifica SEC
Polpat LLC, Steven A. Ballmer 25 Aprile 2025 43,50% Deposito iniziale Investimento passivo SEC
AlpInvest Partners US Secondary Investments 2016 I C.V. (2), AlpInvest PEP Secondary 2017 C.V. (2), AlpInvest Secondaries Fund VI C.V. (2), AlpInvest Secondaries Fund (Euro) VI C.V. (2), GGG US Secondary 2017 C.V. (2), AlpInvest GA Secondary C.V. (2), AG Secondary C.V. (2), APSS Secondary C.V. (2), AJ Secondary C.V. (2), AP Fondo Secondaries II C.V. (2), AlpInvest Partners B.V. (2) ×2 depositi 13 Giugno 2023 Deposito iniziale SEC
Stagwell Agency Holdings LLC, The Stagwell Group LLC, Mark J. Penn, Stagwell Media LP ×14 depositi 19 Maggio 2023 Deposito iniziale SEC
INDABA CAPITAL MANAGEMENT, L.P., IC GP, LLC, DEREK C. SCHRIER ×2 depositi 09 Giugno 2021 Deposito iniziale SEC
FRONTFOUR CAPITAL GROUP LLC, FRONTFOUR MASTER FUND, LTD., FRONTFOUR OPPORTUNITY FUND, FRONTFOUR CAPITAL CORP., STEPHEN E. LOUKAS, DAVID A. LORBER, ZACHARY R. GEORGE, KRISTEN M. O’HARA, DAVID E. MORAN ×3 depositi 15 Marzo 2019 Deposito iniziale Campagna per il consiglio di amministrazione SEC
Miles S. Nadal ×4 depositi 19 Novembre 2015 Deposito iniziale Struttura del capitale 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 52 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
VERS · ProShares Trust 2,36% 24.534 NS 31 Maggio 2026 N-PORT
SVAL · iShares Trust 0,55% 125.574 SH 08 Agosto 2026 Giornaliero
FYC · First Trust Exchange-Traded AlphaDE… 0,44% 742.604 NS 30 Aprile 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,17% 330.231 NS 30 Aprile 2026 N-PORT
EBIT · Harbor ETF Trust 0,10% 1.762 NS 30 Aprile 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,09% 69.242 NS 30 Aprile 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,06% 203.867 SH 08 Agosto 2026 Giornaliero
NUSC · Nushares ETF Trust 0,06% 123.851 NS 30 Aprile 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,06% 233.160 NS 31 Maggio 2026 N-PORT
IWN · iShares Trust 0,06% 919.513 SH 08 Agosto 2026 Giornaliero
VFMF · VANGUARD WELLINGTON FUND 0,05% 45.486 SH 08 Agosto 2026 Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS 0,05% 86.025 SH 08 Agosto 2026 Giornaliero
VOX · VANGUARD WORLD FUND 0,05% 411.964 SH 08 Agosto 2026 Giornaliero
FCOM · FIDELITY COVINGTON TRUST 0,04% 123.592 NS 30 Aprile 2026 N-PORT
DFAS · Dimensional ETF Trust 0,03% 718.720 NS 30 Aprile 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0,03% 45.217 NS 31 Maggio 2026 N-PORT
ISCV · iShares Trust 0,03% 24.037 SH 08 Agosto 2026 Giornaliero
DFSV · Dimensional ETF Trust 0,03% 373.981 NS 30 Aprile 2026 N-PORT
IWM · iShares Trust 0,03% 2.681.272 SH 08 Agosto 2026 Giornaliero
PKW · Invesco Exchange-Traded Fund Trust 0,03% 54.864 SH 08 Agosto 2026 Giornaliero
RSSL · Global X Funds 0,02% 47.221 NS 30 Aprile 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0,02% 51.590 SH 08 Agosto 2026 Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS 0,02% 601.708 SH 08 Agosto 2026 Giornaliero
ITWO · ProShares Trust 0,02% 5.130 NS 31 Maggio 2026 N-PORT
EBI · RBB Fund Trust 0,02% 16.819 NS 31 Maggio 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0,02% 531.946 NS 31 Maggio 2026 N-PORT
ISCB · iShares Trust 0,02% 4.852 SH 08 Agosto 2026 Giornaliero
DXUV · Dimensional ETF Trust 0,01% 8.218 NS 30 Aprile 2026 N-PORT
UWM · ProShares Trust 0,01% 4.011 NS 31 Maggio 2026 N-PORT
DFAT · Dimensional ETF Trust 0,01% 235.904 NS 30 Aprile 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,01% 3.273 SH 08 Agosto 2026 Giornaliero
TILT · FlexShares Trust 0,01% 33.418 NS 30 Aprile 2026 N-PORT
WSML · iShares Trust 0,01% 7.597 SH 08 Agosto 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,01% 1.225.943 SH 08 Agosto 2026 Giornaliero
URTY · ProShares Trust 0,01% 4.057 NS 31 Maggio 2026 N-PORT
DFSU · Dimensional ETF Trust 0,01% 23.395 NS 30 Aprile 2026 N-PORT
ONEQ · Fidelity Commonwealth Trust 0,01% 109.519 NS 31 Maggio 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,00% 4.695 NS 31 Maggio 2026 N-PORT
DFAC · Dimensional ETF Trust 0,00% 288.223 NS 30 Aprile 2026 N-PORT
DCOR · Dimensional ETF Trust 0,00% 18.264 NS 30 Aprile 2026 N-PORT
DFAU · Dimensional ETF Trust 0,00% 63.406 NS 30 Aprile 2026 N-PORT
HDG · ProShares Trust 0,00% 102 NS 31 Maggio 2026 N-PORT
IWO · iShares Trust 0,00% 51.064 SH 08 Agosto 2026 Giornaliero
NEAR · iShares U.S. ETF Trust 0,00% 100.000 SH 08 Agosto 2026 Giornaliero
DFUV · Dimensional ETF Trust 0,00% 39.103 NS 30 Aprile 2026 N-PORT
IWV · iShares Trust 0,00% 34.485 SH 08 Agosto 2026 Giornaliero
ITOT · iShares Trust 0,00% 142.371 SH 08 Agosto 2026 Giornaliero
SCHB · SCHWAB STRATEGIC TRUST 0,00% 61.114 NS 31 Maggio 2026 N-PORT
DFUS · Dimensional ETF Trust 0,00% 29.473 NS 30 Aprile 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 3.193.923 SH 08 Agosto 2026 Giornaliero