TWLO Twilio Inc. Class A Common Stock
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Twilio Inc. is an American cloud communications company based in San Francisco, California, which provides programmable communication tools for making and receiving phone calls, sending and receiving text messages, and performing other communication functions using its web service APIs.
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Twilio Inc. is an American cloud communications company based in San Francisco, California, which provides programmable communication tools for making and receiving phone calls, sending and receiving text messages, and performing other communication functions using its web service APIs.
History
Twilio was founded in 2008 by University of Michigan graduates Jeff Lawson, Evan Cooke, and John Wolthuis and was based initially in Seattle, Washington, and San Francisco, California.
On November 20, 2008, the company launched Twilio Voice, an API to make and receive phone calls completely hosted in the cloud. Twilio's text messaging API was released in February 2010, and SMS shortcodes were released in public beta in July 2011.
Twilio raised approximately $103 million in venture capital growth funding. Twilio received its first round of seed funding in March 2009 for an undisclosed amount from Mitch Kapor, The Founders Fund, Dave McClure, David G. Cohen, Chris Sacca, Manu Kumar, from K9 Ventures, and Jeff Fluhr.
Twilio's first A round of funding was led by Union Square Ventures for $3.7 million and its second B round of funding, for $12 million, was led by Bessemer Venture Partners.
Twilio received $17 million in a Series C round in December 2011 from Bessemer Venture Partners and Union Square Ventures.
In July 2013 Twilio received another $70 million from Redpoint Ventures, Draper Fisher Jurvetson (DFJ), and Bessemer Venture Partners.
In July 2015, Twilio raised a $130 million Series E from Fidelity, T Rowe Price, Altimeter Capital Management, and Arrowpoint Partners, in addition to Amazon and Salesforce.
Twilio filed for IPO on the New York Stock Exchange and started trading on June 23, 2016, with a 92% increase on the first day.
In March 2020, Twilio announced the appointment of Steve Pugh as Chief Security Officer and Glenn Weinstein as Chief Customer Officer.
In 2021, Twilio shut down its links to Parler due to Parler refusing to agree to monitor hate speech and insurrection on its platform.
On August 4, 2022, an unknown attacker accessed Twilio's internal network through an SMS phishing campaign targeting Twilio's employees. Twilio confirmed the breach three days later, clarifying that it affected only "a limited number" of customer accounts. On August 15, Signal announced that it had been affected by the breach, indicating that the 125 customers affected included at least some enterprise accounts.
In September 2022, Twilio laid off 11% of its workforce. In the company announcement, former CEO Jeff Lawson claimed that the decisions (on which employees to lay off) were made through an "anti-racist/anti-oppression lens". The company announced an additional 17% cut in its workforce, nearly 1,500 employees, in February 2023. As a part of restructuring, the company also announced creation of two business units – Twilio Data & Applications and Twilio Communications. In December 2023, Twilio announced a decision to reduce its workforce by 5%, affecting around 300 employees, primarily within its Data and Applications division.
Twilio is known for using platform evangelism to acquire customers. An early example is GroupMe, which was founded in May 2010 at the hackathon of TechCrunch Disrupt and uses Twilio's text messaging product to facilitate group chat. GroupMe raised $10.6 million in venture funding in January 2011.
Following the success of TechCrunch Disrupt, seed accelerator 500 Startups (now 500 Global) announced the Twilio Fund, a $250,000 "micro-fund" to provide seed money to startups using Twilio in September 2010.
In January 2024, Twilio founder Jeff Lawson stepped down as CEO and board member, succeeded by Khozema Shipchandler. Later that year in July, alleged threat actors acquired the phone numbers of over 33 million users of the company's multi-factor authentication service "Authy".
For full-year 2025, Twilio reported total revenue of $5.07 billion, a 14% year-over-year increase, driven by growth in voice AI, software add-ons, and solution bundles. Q4 2025 revenue was $1.37 billion, up 14% year-over-year.
Acquisitions
In February 2015, Twilio acquired Authy, a Y Combinator–backed startup that offers two-factor authentication services to end users, developers and enterprises.
In September 2016, Twilio acquired Tikal Technologies, the development team behind the Kurento WebRTC open-source media server software, for $8.5 million.
In February 2017, Twilio acquired Beepsend, a Swedish-based SMS messaging provider, for an undisclosed amount.
Twilio announced in September 2018 that it was acquiring Ytica, a Prague, Czech Republic–based speech analytics firm, for an undisclosed amount.
In October 2018 Twilio announced it was acquiring SendGrid, a Denver, Colorado-based customer communication platform for transactional and marketing email, for $2 billion. In February 2019, the two companies were formally merged in a deal valued at $3 billion.
In November 2018, the company acquired Core Network Dynamics GmbH, a Berlin, Germany-based virtual evolved packet core company.
Twilio announced in July 2020 that it had acquired Electric Imp, an internet of things platform company, for an undisclosed amount. In October of that year, the company acquired Segment, a platform to collect, clean, and activate customer data, for $3.2 billion.
In May 2021, Twilio acquired Ionic Security, a data security platform for $30.2 million, and Zipwhip, a toll-free messaging services provider, for $850 million.
In January 2022, Twilio announced that it agreed to acquire Boku Identity, Inc. from Boku, Inc. for $32.3 million.
In October 2025, Twilio announced its agreement to acquire Stytch, an identity platform for AI agents.
Technology
Twilio uses Amazon Web Services to host its communication infrastructure via APIs.
Rather than using industry-standard protocols such as SIP for call control, Twilio uses a customized markup language known as TwiML to allow for direct integration with its services. Twilio and the customer typically exchange TwiML documents via HTTP Webhook.
In June 2010, Twilio launched OpenVBX, an open-source product that lets business users configure phone numbers to receive and route phone calls. One month later, Twilio engineer Kyle Conroy released Stashboard, an open-source status dashboard written in the Python programming language that any API or software service can use to display whether their service is functioning properly.
Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗
TWLO Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
TWLO 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
TWLO Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
- Acquisto forte 13 34,2%
- Compra 19 50,0%
- Mantieni 5 13,2%
- Vendi 1 2,6%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
31 analisti · 2026-08-19Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $1.47 | $1.34 | 0.12% |
| 31 Marzo 2026 | $1.50 | $1.30 | 0.20% |
| 31 Dicembre 2025 | $1.33 | $1.26 | 0.07% |
| 30 Settembre 2025 | $1.25 | $1.11 | 0.14% |
| 30 Giugno 2025 | $1.19 | $1.07 | 0.12% |
| 31 Marzo 2025 | $1.14 | $0.96 | 0.18% |
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 |
|---|---|---|---|---|---|---|
| TWLO | $21.68B | 677.3 | 13.7% | 0.67% | 0.43% | 48.9% |
| SNOW | $66.35B | -48.8 | 29.2% | -28.4% | -54.1% | 67.2% |
| NET | — | -679.8 | 29.8% | — | — | — |
| CRWV | $35.95B | -25.5 | 167.9% | -22.7% | -39.0% | — |
| MDB | $30.35B | -428.5 | 22.8% | -2.9% | -2.4% | 71.8% |
| VRSN | $22.33B | 117.4 | 6.4% | 49.8% | -39.8% | — |
| OKTA | — | 65.5 | 11.8% | 8.1% | 3.4% | 77.4% |
| AKAM | $12.63B | 28.4 | 5.4% | 10.7% | 9.6% | — |
| DOCN | $4.42B | 19.1 | 15.5% | 28.8% | -254.3% | 59.9% |
| GDDY | $16.72B | 19.9 | 8.3% | 17.7% | 282.5% | — |
| APLD | $13.61B | -52.0 | 167.5% | -30.1% | -11.6% | — |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 17
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B | $1.13B | $650M | $399M | $277M | $167M | |
| Cost of Revenue | $2.59B | $2.18B | $2.11B | $2.01B | $1.45B | $846M | $526M | $301M | $183M | $121M | $74M | |
| Gross Profit | $2.48B | $2.28B | $2.04B | $1.81B | $1.39B | $916M | $609M | $349M | $216M | $157M | $92M | |
| R&D Expense | $1.02B | $1.01B | $943M | $1.08B | $789M | $531M | $391M | $171M | $121M | $78M | $43M | |
| SG&A Expense | $411M | $449M | $468M | $517M | $472M | $311M | $218M | $118M | $61M | $51M | $36M | |
| Operating Expenses | $2.32B | $2.33B | $2.92B | $3.02B | $2.31B | $1.41B | $979M | $464M | $282M | $198M | $128M | |
| Operating Income | $158M | $-54M | $-877M | $-1.21B | $-916M | $-493M | $-370M | $-115M | $-66M | $-41M | $-35M | |
| Interest Income | $71M | $90M | $78M | $65M | $56M | $32M | $21M | $3M | $3M | · | · | |
| Other Non-op | $79M | $82M | $48M | $-3M | $-45M | $-12M | $8M | $-6M | $3M | $317.0K | $11.0K | |
| Pretax Income | $55M | $-89M | $-997M | $-1.24B | $-961M | $-504M | $-362M | $-121M | $-63M | $-41M | $-35M | |
| Income Tax | $21M | $21M | $19M | $13M | $-11M | $-13M | $-55M | $791.0K | $705.0K | $326.0K | $122.0K | |
| Net Income | $34M | $-109M | $-1.02B | $-1.26B | $-950M | $-491M | $-307M | $-122M | $-64M | $-41M | $-36M | |
| EPS (Basic) | $0.22 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · | |
| EPS (Diluted) | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · | |
| Shares (Basic) | 152,986,390 | 165,925,128 | 183,327,844 | 182,994,038 | 174,180,465 | 146,708,663 | 130,083,046 | · | · | · | · | |
| Shares (Diluted) | 159,788,944 | 165,925,128 | 183,327,844 | 182,994,038 | 174,180,465 | 146,708,663 | 130,083,046 | · | · | · | · | |
| EBITDA | $353M | $152M | $-592M | $-926M | · | $-343M | $-259M | $-89M | $-47M | $-33M | · |
Stato Patrimoniale 26
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $682M | $421M | $656M | $652M | $1.48B | $934M | $254M | $487M | $115M | $306M | $109M | |
| Receivables | $637M | $589M | $563M | $548M | $388M | $251M | $154M | $98M | $43M | $26M | $19M | |
| Prepaid Expense | $470M | $474M | $329M | $282M | $186M | $81M | $55M | $27M | $19M | $22M | $9M | |
| Other Current Assets | $162M | $140M | $132M | · | · | · | · | · | · | · | · | |
| Current Assets | $3.58B | $3.45B | $4.90B | $4.98B | $5.93B | $3.37B | $2.06B | $873M | $353M | $353M | $136M | |
| PP&E (Net) | · | · | · | · | · | · | $141M | $64M | $51M | $38M | $14M | |
| PP&E (Gross) | · | · | · | · | · | · | $222M | $108M | $77M | $51M | $20M | |
| Accum. Depreciation | · | · | · | · | · | · | $81M | $45M | $26M | $13M | $6M | |
| Goodwill | $5.29B | $5.24B | $5.24B | $5.28B | $5.26B | $4.60B | $2.30B | $38M | $18M | $4M | $3M | |
| Intangibles | $142M | $239M | $350M | $850M | $1.05B | $967M | $461M | $28M | $20M | $10M | $2M | |
| Other Non-current Assets | $223M | $206M | $235M | $361M | $263M | $111M | $34M | $8M | $3M | $484.0K | $356.0K | |
| Total Assets | $9.77B | $9.87B | $11.61B | $12.56B | $13.00B | $9.49B | $5.15B | $1.03B | $450M | $413M | $158M | |
| Accounts Payable | $85M | $100M | $120M | $125M | $93M | $60M | $39M | $18M | $11M | $4M | $2M | |
| Short-term Debt | · | · | · | · | · | · | · | $0 | · | · | · | |
| Current Liabilities | $887M | $820M | $738M | $808M | $704M | $448M | $247M | $138M | $79M | $74M | $40M | |
| Capital Leases | $54M | $86M | $121M | $165M | $211M | $230M | $139M | $2M | · | · | · | |
| Deferred Tax | · | · | · | · | · | $14M | $8M | $5M | $2M | · | · | |
| Other Non-current Liabilities | $16M | $16M | $29M | $24M | $41M | $37M | $18M | $18M | $11M | $10M | $448.0K | |
| Total Liabilities | $1.95B | $1.91B | $1.88B | $2.01B | $1.97B | $1.03B | $871M | $590M | $90M | $83M | $41M | |
| Long-term Debt | $992M | $991M | $989M | $987M | $986M | $302M | · | · | · | · | · | |
| Common Stock | $152.0K | $153.0K | $182.0K | $186.0K | $180.0K | $164.0K | $138.0K | $100.0K | $94.0K | $87.0K | $17.0K | |
| Retained Earnings | $-8.34B | $-7.52B | $-5.07B | $-3.38B | $-2.12B | $-1.17B | $-679M | $-372M | $-250M | $-187M | $-145M | |
| AOCI | $16M | $-1M | $619.0K | $-121M | $-18M | $9M | $5M | $1M | $2M | · | · | |
| Stockholders' Equity | $7.82B | $7.95B | $9.73B | $10.56B | $11.03B | $8.45B | $4.28B | $438M | $360M | $329M | $117M | |
| Liabilities + Equity | $9.77B | $9.87B | $11.61B | $12.56B | $13.00B | $9.49B | $5.15B | $1.03B | $450M | $413M | $158M | |
| Shares Outstanding | 152,411,346 | 152,610,697 | 181,945,771 | 185,975,709 | 180,468,099 | 164,047,524 | 138,412,799 | 100,080,228 | 93,969,796 | 87,248,548 | 17,324,003 |
Flusso di cassa 16
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $195M | $206M | $284M | $279M | $258M | $150M | $110M | $26M | $19M | $8M | $4M | |
| Stock-based Comp | $600M | $617M | $676M | $799M | $632M | $361M | $264M | $93M | $50M | $24M | $9M | |
| Deferred Tax | $-1M | $-2M | $-17M | $-13M | $-20M | $-19M | $-58M | $-229.0K | $-295.0K | $29.0K | $-136.0K | |
| Amort. of Intangibles | $108M | $112M | $192M | $206M | $199M | $99M | $73M | $7M | $6M | $900.0K | $500.0K | |
| Restructuring | $15M | $13M | $166M | $77M | $0 | $0 | · | · | · | · | · | |
| Other Non-cash | $175M | $5M | $487M | $-63M | · | $32M | $4M | $11M | $-8M | $19M | · | |
| Operating Cash Flow | $1.00B | $716M | $415M | $-254M | $-58M | $33M | $14M | $8M | $-3M | $10M | $-19M | |
| CapEx | · | · | · | · | $46M | $26M | $45M | $5M | $10M | $14M | $2M | |
| Investing Cash Flow | $81M | $1.37B | $229M | $-616M | $-2.49B | $-846M | $-1.29B | $-139M | $-227M | $-35M | $-12M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | $65M | · | |
| Stock Repurchased | $869M | $2.33B | $669M | $0 | $0 | · | $0 | $0 | $100.0K | $2.0K | · | |
| Net Stock Activity | $-869M | $-2.33B | $-669M | · | · | · | $0 | · | · | $65M | · | |
| Financing Cash Flow | $-833M | $-2.31B | $-644M | $45M | $3.10B | $1.49B | $1.02B | $516M | $36M | $229M | $107M | |
| Net Change in Cash | $251M | $-224M | $-147.0K | $-826M | $548M | $680M | $-252M | $385M | $-193M | $204M | $76M | |
| Taxes Paid | $18M | $37M | $38M | $7M | $6M | $3M | $1M | $564.0K | $605.0K | · | · | |
| Free Cash Flow | · | · | · | · | · | $7M | $-31M | $3M | $-13M | $-4M | · |
Redditività 8
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.9% | 51.1% | 49.2% | 47.4% | · | 52.0% | 53.7% | 53.7% | 54.2% | 56.5% | · | |
| Operating Margin | 3.1% | -1.2% | -21.1% | -31.5% | · | -28.0% | -32.6% | -17.7% | -16.6% | -14.9% | · | |
| Net Margin | 0.67% | -2.5% | -24.4% | -32.8% | · | -27.9% | -27.1% | -18.8% | -16.0% | -14.9% | · | |
| Pretax Margin | 1.1% | -2.0% | -24.0% | -32.5% | · | -28.6% | -31.9% | -18.6% | -15.8% | -14.8% | · | |
| EBITDA Margin | 7.0% | 3.4% | -14.2% | -24.2% | · | -19.5% | -22.9% | -13.7% | -11.9% | -11.9% | · | |
| ROA | 0.34% | -1.0% | -8.4% | -9.8% | · | -6.6% | -9.9% | -16.5% | -14.8% | -14.5% | · | |
| ROE | 0.43% | -1.4% | -10.3% | -11.9% | · | -6.9% | -7.2% | -28.0% | -18.5% | -18.5% | · | |
| ROIC | 1.2% | -0.83% | -9.2% | -11.5% | · | -5.7% | -7.3% | -26.5% | -18.6% | -12.6% | · |
Liquidità e Solvibilità 2
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.0 | 4.2 | 6.6 | 6.2 | · | 7.5 | 8.3 | 6.3 | 4.5 | 4.8 | · | |
| Quick Ratio | 1.5 | 1.2 | 1.7 | 1.5 | · | 2.6 | 1.6 | 4.2 | 2.0 | 4.5 | · |
Efficienza 2
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | 0.3 | 0.3 | · | 0.2 | 0.4 | 0.9 | 0.9 | 1.0 | · | |
| Receivables Turnover | 8.3 | 7.7 | 7.5 | 8.2 | · | 7.9 | 9.0 | 9.2 | 11.5 | 12.2 | · |
Tassi di Crescita 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 13.7% | 7.3% | 8.6% | 34.6% | 61.3% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.8% | 16.2% | 33.1% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.5% | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 10
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B | $1.13B | $650M | $399M | $277M | · | |
| Net Income TTM | $34M | $-109M | $-1.02B | $-1.26B | $-950M | $-491M | $-307M | $-122M | $-64M | $-41M | · | |
| Market Cap | $21.68B | $16.49B | $13.80B | $9.11B | · | $55.53B | · | $8.94B | $2.22B | $2.52B | · | |
| P/E | 677.3 | -163.8 | -13.7 | -7.1 | -48.3 | -101.0 | -41.6 | · | · | · | · | |
| P/S | 4.3 | 3.7 | 3.3 | 2.4 | · | 31.5 | · | 13.7 | 5.6 | 9.1 | · | |
| P/B | 2.8 | 2.1 | 1.4 | 0.9 | · | 6.6 | · | 20.4 | 6.2 | 7.6 | · | |
| P / Tangible Book | 9.1 | 6.7 | 3.3 | 2.1 | 10.1 | 19.2 | · | · | · | · | · | |
| P / Cash Flow | 21.6 | 23.0 | 33.3 | -35.8 | · | 1700.6 | · | 1119.5 | -680.3 | 249.4 | · | |
| P / FCF | · | · | · | · | · | 8107.8 | · | 2696.0 | -177.3 | -616.5 | · | |
| Earnings Yield | 0.15% | -0.61% | -7.3% | -14.0% | -2.1% | -0.99% | -2.4% | · | · | · | · |
Conto Economico 17
| 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 | $1.50B | $1.41B | $1.37B | $1.30B | $1.23B | $1.17B | $1.19B | $1.13B | $1.08B | $1.05B | $1.08B | $1.03B | $1.04B | $1.01B | $1.02B | $983M | |
| Cost of Revenue | $773M | $723M | $704M | $668M | $626M | $591M | $595M | $555M | $527M | $503M | $545M | $517M | $532M | $516M | $543M | $521M | |
| Gross Profit | $726M | $684M | $662M | $632M | $603M | $582M | $600M | $579M | $556M | $544M | $531M | $516M | $506M | $491M | $481M | $462M | |
| R&D Expense | $273M | $262M | $260M | $262M | $243M | $254M | $244M | $262M | $243M | $260M | $236M | $242M | $227M | $239M | $274M | $285M | |
| SG&A Expense | $118M | $103M | $109M | $108M | $102M | $92M | $116M | $106M | $114M | $113M | $107M | $114M | $135M | $113M | $125M | $135M | |
| Operating Expenses | $641M | $577M | $606M | $591M | $566M | $558M | $586M | $584M | $575M | $588M | $893M | $625M | $648M | $755M | $700M | $919M | |
| Operating Income | $85M | $108M | $57M | $41M | $37M | $23M | $14M | $-5M | $-19M | $-44M | $-362M | $-109M | $-142M | $-264M | $-219M | $-457M | |
| Interest Income | $18M | $18M | $18M | $16M | $18M | $19M | $19M | $20M | $24M | $27M | $24M | $19M | $17M | $17M | $17M | $16M | |
| Other Non-op | $15M | $22M | $15M | $19M | $22M | $23M | $11M | $27M | $17M | $28M | $30M | $1.0K | $9M | $9M | $20M | $-8M | |
| Pretax Income | $76M | $102M | $-38M | $33M | $34M | $27M | $-14M | $-4M | $-26M | $-45M | $-360M | $-140M | $-165M | $-332M | $-220M | $-479M | |
| Income Tax | $-992M | $12M | $8M | $-5M | $11M | $7M | $-1M | $6M | $6M | $10M | $6M | $2M | $744.0K | $10M | $9M | $4M | |
| Net Income | $1.07B | $90M | $-46M | $37M | $22M | $20M | $-12M | $-10M | $-32M | $-55M | $-365M | $-142M | $-166M | $-342M | $-229M | $-482M | |
| EPS (Basic) | $6.99 | $0.59 | $-0.30 | $0.24 | $0.15 | $0.13 | $-0.10 | $-0.06 | $-0.19 | $-0.31 | $-2.01 | $-0.78 | $-0.91 | $-1.84 | $-1.23 | $-2.63 | |
| EPS (Diluted) | $6.68 | $0.57 | $-0.28 | $0.23 | $0.14 | $0.12 | $-0.10 | $-0.06 | $-0.19 | $-0.31 | $-2.01 | $-0.78 | $-0.91 | $-1.84 | $-1.23 | $-2.63 | |
| Shares (Basic) | 152,785,292 | 152,424,306 | -306,707,207 | 153,119,639 | 153,228,766 | 153,345,192 | -344,405,812 | 159,091,110 | 170,222,104 | 181,017,726 | -368,315,796 | 181,749,309 | 183,490,982 | 186,403,349 | -363,945,103 | 183,692,564 | |
| Shares (Diluted) | 159,708,166 | 157,759,141 | -320,907,052 | 159,209,951 | 159,691,758 | 161,794,287 | -344,405,812 | 159,091,110 | 170,222,104 | 181,017,726 | -368,315,796 | 181,749,309 | 183,490,982 | 186,403,349 | -363,945,103 | 183,692,564 | |
| EBITDA | $85M | $142M | · | $41M | $37M | $73M | · | $-5M | $-19M | $10M | · | $-109M | $-142M | $-193M | · | $-457M |
Stato Patrimoniale 21
| 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 | $823M | $542M | $682M | $735M | $969M | $467M | $421M | $584M | $755M | $673M | $656M | $678M | $675M | $635M | $652M | $633M | |
| Receivables | $760M | $711M | $637M | $613M | $588M | $578M | $589M | $551M | $537M | $541M | · | $557M | $600M | $576M | · | $488M | |
| Prepaid Expense | $330M | $390M | $470M | $405M | $401M | $442M | $474M | $299M | $310M | $310M | · | $327M | $315M | $336M | · | $266M | |
| Other Current Assets | $106M | $113M | $162M | $125M | $139M | $121M | $140M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $3.75B | $3.45B | $3.58B | $3.48B | $3.53B | $3.47B | $3.45B | $3.55B | $3.96B | $4.68B | · | $4.74B | $4.66B | $4.86B | · | $4.96B | |
| Goodwill | $5.29B | $5.29B | $5.29B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.28B | $5.28B | $5.28B | |
| Intangibles | $114M | $125M | $142M | $157M | $184M | $211M | $239M | $266M | $293M | $322M | · | $679M | $728M | $798M | · | $901M | |
| Other Non-current Assets | $189M | $226M | $243M | $199M | $219M | $195M | $206M | $212M | $204M | $209M | · | $270M | $291M | $319M | · | $341M | |
| Total Assets | $10.84B | $9.58B | $9.77B | $9.71B | $9.85B | $9.81B | $9.87B | $10.04B | $10.51B | $11.29B | · | $11.86B | $11.90B | $12.30B | · | $12.61B | |
| Accounts Payable | $71M | $92M | $85M | $40M | $76M | $108M | $100M | $71M | $62M | $82M | · | $104M | $94M | $121M | · | $103M | |
| Current Liabilities | $811M | $740M | $887M | $742M | $720M | $726M | $820M | $701M | $711M | $715M | · | $726M | $760M | $788M | · | $864M | |
| Capital Leases | $43M | $43M | $54M | $68M | $77M | $78M | $86M | $95M | $103M | $110M | · | $134M | $146M | $162M | · | $176M | |
| Other Non-current Liabilities | $14M | $16M | $16M | $15M | $16M | $15M | $16M | $23M | $19M | $20M | · | $18M | $19M | $24M | · | $29M | |
| Total Liabilities | $1.86B | $1.79B | $1.95B | $1.82B | $1.80B | $1.81B | $1.91B | $1.81B | $1.83B | $1.84B | · | $1.88B | $1.93B | $1.98B | · | $2.08B | |
| Long-term Debt | $993M | $993M | $992M | $992M | $991M | $991M | $991M | $990M | $990M | $989M | · | $989M | $988M | $988M | · | $987M | |
| Common Stock | $154.0K | $152.0K | $152.0K | $152.0K | $154.0K | $153.0K | $153.0K | $155.0K | $164.0K | $177.0K | · | $182.0K | $181.0K | $186.0K | · | $184.0K | |
| Retained Earnings | $-7.51B | $-8.51B | $-8.34B | $-8.10B | $-7.79B | $-7.63B | $-7.52B | $-7.09B | $-6.45B | $-5.51B | · | $-4.58B | $-4.38B | $-3.84B | · | $-3.15B | |
| AOCI | $-5M | $-4M | $16M | $23M | $25M | $10M | $-1M | $24M | $-11M | $-5M | · | $-53M | $-60M | $-72M | · | $-165M | |
| Stockholders' Equity | $8.98B | $7.78B | $7.82B | $7.90B | $8.04B | $8.00B | $7.95B | $8.23B | $8.68B | $9.45B | $9.73B | $9.98B | $9.98B | $10.32B | $10.56B | $10.53B | |
| Liabilities + Equity | $10.84B | $9.58B | $9.77B | $9.71B | $9.85B | $9.81B | $9.87B | $10.04B | $10.51B | $11.29B | · | $11.86B | $11.90B | $12.30B | · | $12.61B | |
| Shares Outstanding | · | · | 152,411,346 | · | · | · | 152,610,697 | · | · | · | · | · | · | · | · | · |
Flusso di cassa 13
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $30M | $34M | $48M | $48M | $50M | $50M | $50M | $51M | $52M | $53M | $65M | $73M | $75M | $71M | $71M | $70M | |
| Stock-based Comp | $142M | $137M | $154M | $158M | $149M | $139M | $156M | $155M | $148M | $159M | $166M | $185M | $153M | $171M | $192M | $209M | |
| Amort. of Intangibles | $11M | $17M | $27M | $27M | $27M | $27M | $27M | $28M | $28M | $29M | $43M | $49M | $50M | $51M | $51M | $52M | |
| Restructuring | · | · | · | · | · | · | $-57.0K | $4M | $-310.0K | $10M | $25M | $3M | $15M | $122M | $4M | $72M | |
| Other Non-cash | · | $-108M | · | · | · | $-18M | · | · | · | $34M | · | · | · | $2M | · | · | |
| Operating Cash Flow | $372M | $153M | $272M | $264M | $277M | $191M | $108M | $204M | $213M | $190M | $223M | $206M | $84M | $-98M | $-58M | $-116M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $18M | |
| Investing Cash Flow | $-53M | $-41M | $-140M | $-162M | $402M | $-19M | $129M | $267M | $785M | $190M | $-137M | $-144M | $307M | $202M | $66M | $-47M | |
| Stock Repurchased | $70M | $253M | $198M | $347M | $197M | $126M | $420M | $641M | $917M | $357M | $120M | $64M | $370M | $115M | $0 | $0 | |
| Net Stock Activity | · | $-253M | · | · | · | $-126M | · | · | · | $-357M | · | · | · | $-115M | · | · | |
| Financing Cash Flow | $-38M | $-253M | $-183M | $-348M | $-176M | $-126M | $-408M | $-643M | $-898M | $-363M | $-107M | $-67M | $-348M | $-122M | $12M | $-1M | |
| Net Change in Cash | $281M | $-141M | $-52M | $-246M | $503M | $46M | $-170M | $-171M | $100M | $17M | $-22M | $-4M | $43M | $-17M | $19M | $-164M | |
| Taxes Paid | $2M | $21M | $2M | $3M | $8M | $5M | $11M | $6M | $9M | $11M | $15M | $5M | $14M | $3M | $2M | $1M |
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 | 48.4% | 48.6% | · | 48.6% | 49.1% | 49.6% | · | 51.0% | 51.3% | 52.0% | · | 50.0% | 48.7% | 48.8% | · | 47.0% | |
| Operating Margin | 5.6% | 7.6% | · | 3.1% | 3.0% | 2.0% | · | -0.43% | -1.8% | -4.2% | · | -10.5% | -13.7% | -26.2% | · | -46.5% | |
| Net Margin | 71.2% | 6.4% | · | 2.9% | 1.8% | 1.7% | · | -0.86% | -2.9% | -5.3% | · | -13.7% | -16.0% | -34.0% | · | -49.1% | |
| Pretax Margin | 5.0% | 7.3% | · | 2.5% | 2.7% | 2.3% | · | -0.32% | -2.4% | -4.3% | · | -13.5% | -15.9% | -33.0% | · | -48.7% | |
| EBITDA Margin | 5.6% | 10.1% | · | 3.1% | 3.0% | 6.2% | · | -0.43% | -1.8% | 0.94% | · | -10.5% | -13.7% | -19.1% | · | -46.5% | |
| ROA | 10.3% | 0.93% | · | 0.38% | 0.22% | 0.19% | · | -0.09% | -0.28% | -0.47% | · | -1.2% | -1.3% | -2.7% | · | -3.8% | |
| ROE | 12.5% | 1.1% | · | 0.46% | 0.27% | 0.23% | · | -0.11% | -0.34% | -0.56% | · | -1.4% | -1.6% | -3.2% | · | -4.5% | |
| ROIC | 13.3% | 1.2% | · | 0.59% | 0.31% | 0.22% | · | -0.16% | -0.27% | -0.56% | · | -1.1% | -1.4% | -2.6% | · | -4.4% |
Liquidità e Solvibilità 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.6 | 4.7 | · | 4.7 | 4.9 | 4.8 | · | 5.1 | 5.6 | 6.5 | · | 6.5 | 6.1 | 6.2 | · | 5.7 | |
| Quick Ratio | 2.0 | 1.7 | · | 1.8 | 2.2 | 1.4 | · | 1.6 | 1.8 | 1.7 | · | 1.7 | 1.7 | 1.5 | · | 1.3 |
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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 2.2 | 2.2 | · | 2.2 | 2.2 | 2.1 | · | 2.0 | 1.9 | 1.9 | · | 2.0 | 1.9 | 2.0 | · | 2.4 |
Valutazione (TTM) 4
| 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 | $5.43B | $5.11B | · | $4.83B | $4.62B | $4.44B | · | $4.30B | $4.20B | $4.13B | · | $4.06B | $3.97B | $3.81B | · | $3.54B | |
| Net Income TTM | $1.22B | $170M | · | $70M | $856.0K | $-77M | · | $-239M | $-395M | $-705M | · | $-1.13B | $-1.31B | $-1.37B | · | $-1.25B | |
| P/E | 27.1 | 118.7 | · | 232.8 | 12436.0 | -222.5 | · | -48.7 | -25.9 | -15.9 | · | -9.5 | -8.9 | -8.9 | · | -10.0 | |
| Earnings Yield | 3.7% | 0.84% | · | 0.43% | 0.01% | -0.45% | · | -2.1% | -3.9% | -6.3% | · | -10.5% | -11.2% | -11.2% | · | -10.0% |
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 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ricavi | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B |
| Margine Lordo % | 48.9% | 51.1% | 49.2% | 47.4% | — |
| Margine Operativo % | 3.1% | -1.2% | -21.1% | -31.5% | — |
| Utile netto | $34M | $-109M | $-1.02B | $-1.26B | $-950M |
| EPS Diluito | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Rapporto corrente | 4.0 | 4.2 | 6.6 | 6.2 | — |
| Quick Ratio | 1.5 | 1.2 | 1.7 | 1.5 | — |
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Proprietari istituzionali (13F) 1.080 filer · $17.3B 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 |
|---|---|---|---|---|
| 240 (+137 vs trimestre precedente) | 59 (-61 vs trimestre precedente) | 318 (+13 vs trimestre precedente) | 304 (+13 vs trimestre precedente) | +17.2M |
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 |
|---|---|---|---|---|
| FMR LLC | $1.682.806.540 | 8.155.899 | 9,72% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.577.093.259 | 7.643.548 | 9,11% | Azioni |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.413.268.271 | 6.849.553 | 8,16% | Azioni |
| STATE STREET CORP | $1.237.688.456 | 5.998.587 | 7,15% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $469.591.608 | 2.283.537 | 2,71% | Azioni |
| Pictet Asset Management Holding SA | $463.625.044 | 2.247.629 | 2,68% | Azioni |
| Jericho Capital Asset Management L.P. | $452.369.240 | 2.192.455 | 2,61% | Azioni |
| NORGES BANK | $399.359.762 | 1.935.539 | 2,31% | Azioni |
| Durable Capital Partners LP | $380.916.748 | 1.846.153 | 2,20% | Azioni |
| Capital World Investors | $368.709.440 | 1.786.989 | 2,13% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $249.609.558 | 1.209.760 | 1,44% | Azioni |
| Polar Capital Holdings Plc | $248.623.936 | 1.204.982 | 1,44% | Azioni |
| SRS Investment Management, LLC | $221.945.673 | 1.075.683 | 1,28% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $198.761.609 | 963.319 | 1,15% | Azioni |
| CITADEL ADVISORS LLC | $182.375.087 | 883.900 | 1,05% | Opzione Call |
| Qube Research & Technologies Ltd | $176.258.847 | 854.257 | 1,02% | Azioni |
| FRED ALGER MANAGEMENT, LLC | $171.447.231 | 830.937 | 0,99% | Azioni |
| Whale Rock Capital Management LLC | $169.555.391 | 821.768 | 0,98% | Azioni |
| Balyasny Asset Management L.P. | $155.900.472 | 755.588 | 0,90% | Azioni |
| Atreides Management, LP | $148.627.340 | 720.338 | 0,86% | Azioni |
| Quantinno Capital Management LP | $139.829.667 | 677.699 | 0,81% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $135.742.650 | 657.891 | 0,78% | Azioni |
| JANE STREET GROUP, LLC | $133.309.813 | 646.100 | 0,77% | Opzione Call |
| Sachem Head Capital Management LP | $127.924.600 | 620.000 | 0,74% | Azioni |
| MORGAN STANLEY | $126.295.225 | 612.103 | 0,73% | Azioni |
| NORDEA INVESTMENT MANAGEMENT AB | $126.020.143 | 632.663 | 0,73% | Azioni |
| FIRST TRUST ADVISORS LP | $121.174.730 | 587.288 | 0,70% | Azioni |
| EARNEST PARTNERS LLC | $116.669.505 | 565.451 | 0,67% | Azioni |
| 1832 Asset Management L.P. | $114.616.315 | 555.500 | 0,66% | Azioni |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $109.210.000 | 529.299 | 0,63% | Azioni |
| No Street GP LP | $105.228.300 | 510.000 | 0,61% | Azioni |
| Robeco Institutional Asset Management B.V. | $104.404.427 | 506.007 | 0,60% | Azioni |
| BANK OF AMERICA CORP /DE/ | $98.010.463 | 475.018 | 0,57% | Azioni |
| RHUMBLINE ADVISERS | $94.674.432 | 458.850 | 0,55% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $91.392.429 | 442.943 | 0,53% | Azioni |
| Artisan Partners Limited Partnership | $85.364.629 | 413.729 | 0,49% | Azioni |
| Swiss National Bank | $83.769.980 | 406.000 | 0,48% | Azioni |
| JANE STREET GROUP, LLC | $82.985.926 | 402.200 | 0,48% | Opzione Put |
| Dorsal Capital Management, LP | $82.532.000 | 400.000 | 0,48% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $78.205.206 | 379.034 | 0,45% | Azioni |
| BLAIR WILLIAM & CO/IL | $77.668.836 | 376.430 | 0,45% | Azioni |
| GOLDMAN SACHS GROUP INC | $76.998.661 | 373.182 | 0,44% | Azioni |
| Artemis Investment Management LLP | $76.355.718 | 370.066 | 0,44% | Azioni |
| GLENMEDE TRUST CO NA | $73.462.558 | 356.044 | 0,42% | Azioni |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $71.461.986 | 346.348 | 0,41% | Azioni |
| ALKEON CAPITAL MANAGEMENT LLC | $71.367.896 | 345.892 | 0,41% | Azioni |
| CITIGROUP INC | $70.152.200 | 340.000 | 0,41% | Opzione Put |
| Connor, Clark & Lunn Investment Management Ltd. | $65.831.856 | 319.061 | 0,38% | Azioni |
| California Public Employees Retirement System | $63.571.305 | 308.105 | 0,37% | Azioni |
| Sumitomo Mitsui Trust Group, Inc. | $63.141.107 | 306.020 | 0,36% | Azioni |
| AMERIPRISE FINANCIAL INC | $60.679.798 | 294.091 | 0,35% | Azioni |
| CITADEL ADVISORS LLC | $60.289.626 | 292.200 | 0,35% | Opzione Put |
| VANGUARD ASSET MANAGEMENT, Ltd | $57.910.847 | 280.671 | 0,33% | Azioni |
| Pacific Heights Asset Management LLC | $56.740.750 | 275.000 | 0,33% | Azioni |
| Glenmede Investment Management, LP | $54.152.093 | 541.034 | 0,31% | Azioni |
| National Pension Service | $53.915.473 | 261.307 | 0,31% | Azioni |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $53.214.777 | 257.911 | 0,31% | Azioni |
| Legal & General Group Plc | $51.719.299 | 250.663 | 0,30% | Azioni |
| CAPITAL FUND MANAGEMENT S.A. | $51.366.266 | 248.952 | 0,30% | Azioni |
| Retirement Systems of Alabama | $50.896.453 | 246.675 | 0,29% | Azioni |
| PICTON MAHONEY ASSET MANAGEMENT | $49.519.200 | 240.000 | 0,29% | Opzione Call |
| Kodai Capital Management LP | $48.851.313 | 498.941 | 0,28% | Azioni |
| FIL Ltd | $47.588.158 | 230.641 | 0,27% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $46.408.982 | 224.926 | 0,27% | Azioni |
| BlackRock, Inc. | $45.111.785 | 218.639 | 0,26% | Azioni |
| Caisse de depot et placement du Quebec | $44.744.517 | 216.859 | 0,26% | Azioni |
| Point72 Asset Management, L.P. | $43.919.610 | 212.861 | 0,25% | Azioni |
| Shannon River Fund Management LLC | $41.544.958 | 201.352 | 0,24% | Azioni |
| LPL Financial LLC | $41.431.064 | 200.800 | 0,24% | Azioni |
| Walleye Trading LLC | $40.461.313 | 196.100 | 0,23% | Opzione Put |
| WELLINGTON MANAGEMENT GROUP LLP | $40.112.822 | 194.411 | 0,23% | Azioni |
| Woodline Partners LP | $38.911.775 | 188.590 | 0,22% | Azioni |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $37.741.884 | 182.920 | 0,22% | Azioni |
| Zurich Insurance Group Ltd/FI | $37.371.728 | 181.126 | 0,22% | Azioni |
| Mitsubishi UFJ Asset Management Co., Ltd. | $35.371.771 | 171.433 | 0,20% | Azioni |
| Vinva Investment Management Ltd | $34.636.805 | 174.000 | 0,20% | Azioni |
| TRUIST FINANCIAL CORP | $33.810.074 | 163.864 | 0,20% | Azioni |
| ROYAL BANK OF CANADA | $32.475.000 | 157.394 | 0,19% | Azioni |
| Baird Financial Group, Inc. | $32.377.716 | 156.922 | 0,19% | Azioni |
| Man Group plc | $30.254.374 | 146.631 | 0,17% | Azioni |
| Driehaus Capital Management LLC | $29.293.289 | 141.973 | 0,17% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $29.281.334 | 232.724 | 0,17% | Azioni |
| Walleye Trading LLC | $29.030.631 | 140.700 | 0,17% | Opzione Call |
| CONGRESS ASSET MANAGEMENT CO | $28.497.062 | 138.114 | 0,16% | Azioni |
| KING LUTHER CAPITAL MANAGEMENT CORP | $27.479.442 | 133.182 | 0,16% | Azioni |
| Freestone Grove Partners LP | $27.271.668 | 132.175 | 0,16% | Azioni |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $26.470.488 | 128.292 | 0,15% | Azioni |
| AVIVA PLC | $26.057.003 | 126.288 | 0,15% | Azioni |
| STRS OHIO | $25.871.512 | 125.389 | 0,15% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $25.749.984 | 124.800 | 0,15% | Azioni |
| Korea Investment CORP | $25.464.011 | 123.414 | 0,15% | Azioni |
| PFA Pension, Forsikringsaktieselskab | $25.324.105 | 122.736 | 0,15% | Azioni |
| Assenagon Asset Management S.A. | $24.879.684 | 120.582 | 0,14% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.771.567 | 120.058 | 0,14% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $23.843.907 | 115.562 | 0,14% | Azioni |
| Portolan Capital Management, LLC | $23.809.863 | 115.397 | 0,14% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $23.775.954 | 188.968 | 0,14% | Azioni |
| NEUBERGER BERMAN GROUP LLC | $23.483.172 | 113.814 | 0,14% | Azioni |
| Benchstone Capital Management LP | $23.160.955 | 112.252 | 0,13% | Azioni |
| UBS Group AG | $23.002.494 | 111.484 | 0,13% | Azioni |
Insider aziendali 21 insider · 7 dirigenti · 14 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Khozema Shipchandler | Chief Executive Officer | 06 Luglio 2026 S | 207.203 | 0 | 13 | $-16.252.192 |
| Jeff Lawson | Chief Executive Officer | 18 Novembre 2019 C | 38.701 | 0 | 0 | $0 |
| Aidan Viggiano | Chief Financial Officer | 02 Luglio 2026 S | 109.724 | 0 | 6 | $-3.581.887 |
| Lee Kirkpatrick | Chief Financial Officer | 15 Ottobre 2018 C | 30.582 | 0 | 0 | $0 |
| George Hu | Chief Operating Officer | 15 Novembre 2019 S | 160.641 | 0 | 0 | $0 |
| Roy Ng | Chief Operating Officer | 28 Giugno 2016 J | 0 | 0 | 0 | $0 |
| Karyn Smith | General Counsel and Secretary | 15 Novembre 2019 G | 4.756 | 0 | 0 | $0 |
| Charles H Bell | Direttore | 15 Giugno 2026 A | 18.220 | 0 | 0 | $0 |
| Douglas A. Robinson | Direttore | 15 Giugno 2026 A | 3.887 | 0 | 0 | $0 |
| Miyuki Suzuki | Direttore | 15 Giugno 2026 A | 17.829 | 0 | 0 | $0 |
| Donna Dubinsky | Direttore | 15 Giugno 2026 G | 22.361 | 0 | 0 | $0 |
| Jeffrey R Immelt | Direttore | 15 Giugno 2026 A | 1.111 | 0 | 0 | $0 |
| Jeff Epstein | Direttore | 15 Giugno 2026 A | 39.902 | 0 | 0 | $0 |
| PATRICK DEVAL L | Direttore | 15 Giugno 2026 A | 18.718 | 0 | 0 | $0 |
| Byron B Deeter | Direttore | 05 Giugno 2024 A | 27.073 | 0 | 0 | $0 |
| Richard L Dalzell | Direttore | 15 Ottobre 2019 C | 11.383 | 0 | 0 | $0 |
| DONIO ELENA A. | Direttore | 18 Giugno 2019 A | 9.941 | 0 | 0 | $0 |
| James Mcgeever | Direttore | 12 Giugno 2017 A | 6.005 | 0 | 0 | $0 |
| Scott Campbell Raney | Direttore | 09 Febbraio 2017 C | 0 | 0 | 0 | $0 |
| UNION SQUARE VENTURES 2008 LP | Proprietario del 10% | 20 Dicembre 2016 J | 750.000 | 0 | 0 | $0 |
| Erika Rottenberg | — | 10 Agosto 2026 S | 27.893 | 0 | 8 | $-1.557.383 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Attivisti e proprietari del 5%+ 2 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 |
|---|---|---|---|---|---|
| Twilio Inc. ×2 depositi | 09 Agosto 2021 | — | Deposito iniziale | — | SEC |
| DEER VII & CO. LTD., DEER VII & CO. L.P., BESSEMER VENTURE PARTNERS VII L.P., BESSEMER VENTURE PARTNERS VII INSTITUTIONAL L.P., BVP VII SPECIAL OPPORTUNITY FUND L.P., 15 ANGELS LLC, DEER VIII & CO. LTD., DEER VIII & CO. L.P., BESSEMER VENTURE PARTNERS VIII L.P., BESSEMER VENTURE PARTNERS VIII INSTITUTIONAL L.P. ×3 depositi | 07 Marzo 2019 | — | Deposito iniziale | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Proprietà ETF Posseduti da 146 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 |
|---|---|---|---|---|
| CLOU · Global X Funds | 4,36% | 61.503 NS | 31 Maggio 2026 | N-PORT |
| FMTM · EA Series Trust | 3,30% | 25.997 NS | 30 Aprile 2026 | N-PORT |
| LGRO · ALPS ETF Trust | 3,12% | 22.061 NS | 31 Maggio 2026 | N-PORT |
| BUL · Pacer Funds Trust | 2,82% | 24.200 NS | 30 Aprile 2026 | N-PORT |
| FDCF · Fidelity Covington Trust | 2,62% | 14.657 NS | 31 Maggio 2026 | N-PORT |
| SMRI · EA Series Trust | 2,22% | 81.186 NS | 30 Aprile 2026 | N-PORT |
| FDTX · Fidelity Covington Trust | 2,09% | 28.217 NS | 31 Maggio 2026 | N-PORT |
| AMID · EA Series Trust | 1,93% | 10.657 NS | 29 Maggio 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 1,90% | 578 NS | 30 Aprile 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 1,82% | 27.074 SH | 08 Agosto 2026 | Giornaliero |
| IVOG · VANGUARD ADMIRAL FUNDS | 1,64% | 149.758 SH | 08 Agosto 2026 | Giornaliero |
| IJK · iShares Trust | 1,57% | 887.649 SH | 08 Agosto 2026 | Giornaliero |
| TAX · EA Series Trust | 1,47% | 1.969 NS | 29 Maggio 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 1,43% | 2.413 NS | 31 Maggio 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 1,28% | 128.948 NS | 30 Aprile 2026 | N-PORT |
| SKYU · ProShares Trust | 1,26% | 238 NS | 31 Maggio 2026 | N-PORT |
| MIDE · DBX ETF Trust | 1,16% | 205 NS | 29 Maggio 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 1,01% | 18.560 SH | 08 Agosto 2026 | Giornaliero |
| PNQI · Invesco Exchange-Traded Fund Trust | 1,01% | 22.680 SH | 08 Agosto 2026 | Giornaliero |
| XJH · iShares Trust | 0,92% | 20.511 SH | 08 Agosto 2026 | Giornaliero |
| IQSM · New York Life Investments ETF Trust | 0,88% | 18.628 NS | 30 Aprile 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,86% | 2.010.799 SH | 08 Agosto 2026 | Giornaliero |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,86% | 245.170 SH | 08 Agosto 2026 | Giornaliero |
| IJH · iShares Trust | 0,81% | 5.236.686 SH | 08 Agosto 2026 | Giornaliero |
| NULV · Nushares ETF Trust | 0,69% | 96.199 NS | 30 Aprile 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,66% | 17.464 NS | 30 Aprile 2026 | N-PORT |
| MVV · ProShares Trust | 0,63% | 5.240 NS | 31 Maggio 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,59% | 17.090 NS | 30 Aprile 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,57% | 23.750 NS | 30 Aprile 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,54% | 409.970 NS | 31 Maggio 2026 | N-PORT |
| ITAN · EA Series Trust | 0,50% | 2.362 NS | 29 Maggio 2026 | N-PORT |
| HGRO · ETF Opportunities Trust | 0,50% | 3.265 NS | 30 Aprile 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,48% | 19.440 NS | 30 Aprile 2026 | N-PORT |
| OASC · Unified Series Trust | 0,46% | 2.039 NS | 31 Maggio 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,44% | 2.511 NS | 30 Aprile 2026 | N-PORT |
| UMDD · ProShares Trust | 0,44% | 732 NS | 31 Maggio 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,39% | 3.333 NS | 31 Maggio 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,38% | 157.598 NS | 30 Aprile 2026 | N-PORT |
| IMCG · iShares Trust | 0,37% | 78.493 SH | 08 Agosto 2026 | Giornaliero |
| VB · VANGUARD INDEX FUNDS | 0,37% | 3.481.229 SH | 08 Agosto 2026 | Giornaliero |
| COWZ · Pacer Funds Trust | 0,36% | 443.474 NS | 30 Aprile 2026 | N-PORT |
| QQWZ · Pacer Funds Trust | 0,36% | 1.135 NS | 30 Aprile 2026 | N-PORT |
| AIQ · Global X Funds | 0,36% | 202.325 NS | 31 Maggio 2026 | N-PORT |
| NULC · Nushares ETF Trust | 0,35% | 1.363 NS | 30 Aprile 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,35% | 1.741.716 SH | 08 Agosto 2026 | Giornaliero |
| VLUE · iShares Trust | 0,32% | 155.380 SH | 08 Agosto 2026 | Giornaliero |
| FNDA · SCHWAB STRATEGIC TRUST | 0,27% | 128.468 NS | 31 Maggio 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 130.616 NS | 30 Aprile 2026 | N-PORT |
| SUSA · iShares Trust | 0,25% | 53.301 SH | 08 Agosto 2026 | Giornaliero |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 12.288 NS | 30 Aprile 2026 | N-PORT |