PBYI Puma Biotechnology Inc - Common Stock
$9.41
가격 · 8월 19, 2026
기준 재무 정보 8월 6, 2026
Puma Biotechnology Inc - Common Stock 정보 위키백과 회사 개요
Puma Biotechnology is a publicly traded biopharmaceutical company headquartered in Los Angeles, CA.
더 보기
Puma Biotechnology is a publicly traded biopharmaceutical company (NASDAQ: PBYI) headquartered in Los Angeles, CA.
Creation
Puma was founded in September 2010 by Alan Auerbach to identify and in-license compounds that were already in clinical development. This was the same business plan Auerbach had followed at Cougar Biotechnology, which he founded in 2003, and through which he in-licensed abiraterone acetate from BTG plc. Cougar further developed abiraterone before the company was sold to Johnson & Johnson in 2009. Auerbach brought many Cougar employees with him after founding Puma in 2010.
Funding for development
In August 2011 Puma licensed two drug candidates from Pfizer: neratinib (PB272) and an analog (PB357) to serve as a backup candidate.
As part of an approximately $60 million financing round in October 2011, Puma entered into a reverse merger with the shell company Innovative Acquisitions Corp., formed in 2007. In April 2012 the company's stock began trading over the counter. In October 2012 the company raised around $138 million and its shares were listed on the New York Stock Exchange.
In 2016 Puma discovered that Robert Gadimian, senior director of regulatory affairs, had twice bought and sold stock based on his knowledge of unpublished clinical trial results; Puma quickly fired him after conducting an internal investigation and reported the insider trading to the SEC.
Approval and licensing of neratinib
In March 2016 Puma held a pre-NDA meeting with the FDA in which the FDA raised concerns about the design and conduct of clinical trials that Puma had run and recommended that Puma not file the NDA with that data.
Puma did file the NDA, and in May 2017 an FDA review panel recommended that the FDA approve neratinib but raised concerns that the intended use was too broad and should be limited to people with specific mutations. The FDA's briefing document to the panel had raised concerns about the marginal benefit of the drug and the side effects. In July 2017 the FDA approved neratinib for use in preventing the return of breast cancer after treatment that included trastuzumab and without any need for genetic testing, and with warnings about the risk of severe diarrhea. U.S. sales of neratinib totaled $200.5 million in 2018.
In January 2018 an EMA committee gave a negative review to neratinib. In June 2018 this same EMA committee recommended the approval of neratinib, which received European Commission (EC) approval in September 2018.
In 2019 Puma licensed commercialization rights in Europe and part of Africa to Pierre Fabre for an upfront payment of $60 million and milestone payments that could reach $345 million. Previously, Puma licensed rights in Greater China to CANbrdige Life Sciences, rights in Israel to Medison Pharma, rights in Canada to Knight Therapeutics, rights in South East Asian to Specialised Therapeutics and rights in Latin America to Pint Pharma.
== References ==
출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗
PBYI 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
가격
$9.41
시가총액
$479M
P/E (TTM)
15.6
EPS (TTM)
$0.61
매출 (TTM)
$228M
배당 수익률
—
ROE
26.5%
부채/자본
0.2
52주 범위
$4 – $10
PBYI 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의
Configure
10년 성과 매출, 순이익, 마진 및 EPS 추세
매출 및 순이익
$228M
2017-12-31
→
2025-12-31
EPS
$0.61
2020-12-31
→
2025-12-31
잉여현금흐름
$42M
2016-12-31
→
2025-12-31
마진
13.6%
가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?
지표
5년 추세
PBYI
동종업계 중앙값
P/E (TTM)
15.6
17.4
P/S (TTM)
2.1
52.3
P/B
3.7
4.8
EV / EBITDA
10.8
—
Price / FCF (주가 / FCF)
11.5
—
수익성 총, 영업 및 순이익률; ROE, ROA, ROIC
지표
5년 추세
PBYI
동종업계 중앙값
Operating Margin (영업이익률)
16.3%
—
Net Profit Margin (순이익률)
13.6%
-670.1%
ROA
14.5%
-41.1%
ROE
26.5%
-52.6%
ROIC
21.2%
—
재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성
지표
5년 추세
PBYI
동종업계 중앙값
Debt / Equity (부채 / 자기자본 비율)
0.2
—
Current Ratio (유동비율)
2.0
7.7
Quick Ratio (당좌 비율)
1.9
—
성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR
지표
5년 추세
PBYI
동종업계 중앙값
Revenue YoY (매출 YoY)
-0.91%
—
Revenue CAGR 3Y (매출 CAGR 3년)
0.05%
—
Revenue CAGR 5Y (매출 CAGR 5년)
0.29%
—
EPS YoY
-1.6%
—
Net Income YoY (순이익 YoY)
2.8%
—
자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율
지표
5년 추세
PBYI
동종업계 중앙값
PBYI 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
매도
6 명의 애널리스트
- 적극 매수 0 0.0%
- 매수 0 0.0%
- 보유 3 50.0%
- 매도 1 16.7%
- 적극 매도 2 33.3%
12개월 목표 주가
1 명의 애널리스트 · 2026-08-18
저가
$6.00
고가
$6.00
중앙값 목표
$6.00
-36.2%
평균 목표
$6.00
-36.2%
실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
평균 서프라이즈
0.07%
| 기간 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|
| 2026년 6월 30일 | $0.16 | $0.04 | 0.12% |
| 2026년 3월 31일 | $-0.07 | $-0.13 | 0.06% |
| 2025년 12월 31일 | $0.26 | $0.23 | 0.03% |
| 2025년 9월 30일 | $0.17 | $0.05 | 0.12% |
| 2025년 6월 30일 | $0.12 | $0.10 | 0.02% |
| 2025년 3월 31일 | $0.06 | $-0.02 | 0.08% |
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| PBYI | $300M | 9.8 | -0.91% | 13.6% | 26.5% | — |
| VSTM | $600M | -2.6 | 209.1% | -677.6% | -449.2% | — |
| ZURA | — | — | — | — | — | — |
| CABA | $220M | -1.0 | — | — | -115.5% | — |
| MPLT | $773M | -0.9 | — | — | -151.1% | — |
| EDIT | $201M | -1.1 | 25.4% | -395.0% | -688.8% | — |
| OCGN | $422M | -5.6 | 8.8% | -1537.4% | 1488.8% | — |
| QTTB | $43M | 1.4 | — | 55.5% | 200.3% | — |
| RZLT | $388M | -4.6 | — | — | -56.9% | — |
| BNTC | $307M | -11.1 | — | — | -43.8% | — |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서 17
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $228M | $230M | $236M | $228M | $253M | $225M | $272M | $251M | $28M | |
| Cost of Revenue | $58M | $64M | $63M | $55M | $64M | $39M | $37M | $35M | $6M | |
| R&D Expense | · | · | · | · | $72M | $98M | $133M | $165M | $208M | |
| SG&A Expense | $71M | $80M | $90M | $90M | $116M | $118M | $142M | $146M | $107M | |
| Operating Expenses | $191M | $200M | $203M | $204M | $252M | $256M | $311M | $346M | $320M | |
| Operating Income | $37M | $31M | $33M | $24M | $1M | $-30M | $-39M | $-95M | $-292M | |
| Interest Expense | · | · | $13M | $12M | $13M | $14M | $15M | $11M | $720.0K | |
| Interest Income | $4M | $5M | $3M | $813.0K | $160.0K | $489.0K | $3M | $2M | $1M | |
| Other Non-op | $1M | $862.0K | $759.0K | $-28.0K | $292.0K | $367.0K | $128.0K | $-714.0K | $-101.0K | |
| Pretax Income | $36M | $24M | $23M | $457.0K | $-29M | $-60M | $-76M | $-114M | · | |
| Income Tax | $5M | $-6M | $1M | $455.0K | $324.0K | $207.0K | $53.0K | $17.0K | $0 | |
| Net Income | $31M | $30M | $22M | $2.0K | $-29M | $-60M | $-76M | $-114M | $-292M | |
| EPS (Basic) | $0.62 | $0.62 | $0.46 | $0.00 | $-0.72 | $-1.52 | $-75595.00 | · | · | |
| EPS (Diluted) | $0.61 | $0.62 | $0.45 | $0.00 | $-0.72 | $-1.52 | · | · | · | |
| Shares (Basic) | 50,011,485 | 48,648,701 | 47,134,331 | 44,674,501 | 40,638,852 | 39,576,107 | · | · | · | |
| Shares (Diluted) | 50,653,283 | 49,100,433 | 47,550,852 | 44,929,998 | 40,638,852 | 39,576,107 | · | · | · | |
| EBITDA | $37M | $31M | $33M | $24M | $1M | $-30M | $-39M | $-95M | $-292M |
대차대조표 26
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $30M | $69M | $85M | $76M | $63M | $85M | $60M | $108M | $82M | |
| Short-term Investments | $68M | $32M | $11M | $5M | $19M | $8M | $52M | $57M | · | |
| Receivables | $54M | $32M | $48M | $40M | $33M | $26M | $29M | $21M | $10M | |
| Inventory | $6M | $9M | $7M | $5M | $7M | $3M | $3M | $3M | $2M | |
| Prepaid Expense | $4M | $6M | $4M | $6M | $9M | $11M | $13M | $12M | $13M | |
| Other Current Assets | $256.0K | $91.0K | $912.0K | $2M | $447.0K | $4M | $323.0K | $2M | · | |
| Current Assets | $163M | $148M | $156M | $134M | $140M | $146M | $166M | $203M | $106M | |
| PP&E (Net) | $187.0K | $515.0K | $855.0K | $1M | $2M | $2M | $3M | $4M | $4M | |
| PP&E (Gross) | $5M | $8M | $9M | $9M | $9M | $9M | $9M | $9M | $9M | |
| Accum. Depreciation | $5M | $8M | $8M | $7M | $7M | $6M | $6M | $5M | $4M | |
| Intangibles | $41M | $51M | $61M | $71M | $66M | $74M | $40M | $44M | $48M | |
| Total Assets | $216M | $213M | $231M | $222M | $227M | $244M | $235M | $259M | $166M | |
| Accounts Payable | $5M | $6M | $7M | $6M | $11M | $12M | $19M | $21M | $28M | |
| Accrued Liabilities | $50M | $37M | $53M | $53M | $93M | $61M | $69M | $46M | $31M | |
| Current Liabilities | $81M | $96M | $99M | $77M | $110M | $114M | $91M | $67M | $58M | |
| Capital Leases | $5M | $1M | $7M | $12M | $16M | $20M | $23M | · | · | |
| Other Non-current Liabilities | $0 | $121.0K | $121.0K | · | · | · | · | · | · | |
| Total Liabilities | $86M | $121M | $177M | $200M | $229M | $250M | $217M | $225M | $112M | |
| Long-term Debt | $23M | $68M | $102M | $102M | $102M | $84M | $95M | $152M | $48M | |
| Total Debt | $23M | $67M | $100M | $98M | $97M | $98M | · | · | · | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $4.0K | $4.0K | $4.0K | $4.0K | $4.0K | |
| Retained Earnings | $-1.28B | $-1.31B | $-1.35B | $-1.37B | $-1.37B | $-1.34B | $-1.28B | $-1.20B | $-1.09B | |
| AOCI | $36.0K | $6.0K | $-4.0K | $0 | $-2.0K | $0 | $62.0K | $-12.0K | · | |
| Stockholders' Equity | $130M | $92M | $53M | $22M | $-2M | $-6M | $17M | $34M | $53M | |
| Liabilities + Equity | $216M | $213M | $231M | $222M | $227M | $244M | $235M | $259M | $166M | |
| Shares Outstanding | 50,408,023 | 49,105,834 | 47,646,787 | 46,345,660 | 41,175,507 | 40,086,387 | 39,203,304 | 38,325,037 | 37,594,851 |
현금 흐름 14
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $12M | $12M | $10M | $11M | $10M | $8M | $7M | $3M | |
| Stock-based Comp | $7M | $8M | $10M | $12M | $33M | $37M | $57M | $87M | $109M | |
| Deferred Tax | $3M | $-7M | $0 | $0 | · | · | · | · | · | |
| Amort. of Intangibles | $10M | $10M | $8M | $8M | $8M | $6M | $4M | $4M | $2M | |
| Operating Cash Flow | $42M | $39M | $27M | $-16M | $21M | $773.0K | $22M | $-24M | $-172M | |
| CapEx | $71.0K | $56.0K | $140.0K | $0 | $0 | $46.0K | $306.0K | $439.0K | $431.0K | |
| Investing Cash Flow | $-36M | $-20M | $-19M | $7M | $-11M | $33M | $5M | $-58M | $-15M | |
| Debt Issued | · | · | · | · | · | · | $25M | $105M | $50M | |
| Net Debt Issued | · | · | · | · | · | · | $25M | $105M | $50M | |
| Financing Cash Flow | $-45M | $-34M | $0 | $12M | $-32M | $-10M | $-67M | $108M | $75M | |
| Net Change in Cash | $-40M | $-15M | $8M | $4M | $-22M | $24M | $-40M | $27M | $-113M | |
| Taxes Paid | $1M | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $42M | $39M | $27M | $-16M | $21M | · | · | $-25M | $-173M | |
| Levered FCF | · | · | $14M | $-16M | $8M | · | · | · | · |
수익성 7
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.3% | 13.4% | 13.9% | 10.4% | 0.51% | -13.5% | -14.4% | -37.7% | -1056.1% | |
| Net Margin | 13.6% | 13.1% | 9.2% | 0.00% | -11.5% | -26.7% | -27.8% | -45.2% | -1054.6% | |
| Pretax Margin | 15.7% | 10.5% | 9.6% | 0.20% | -11.4% | -26.6% | · | · | · | |
| EBITDA Margin | 16.3% | 13.4% | 13.9% | 10.4% | 0.51% | -13.5% | -14.4% | -37.7% | -1056.1% | |
| ROA | 14.5% | 13.6% | 9.5% | 0.00% | -12.4% | -25.0% | -30.6% | -53.5% | -139.6% | |
| ROE | 26.5% | 37.1% | 46.8% | 0.01% | 435.8% | 1873.7% | -436.4% | -283.2% | -221.9% | |
| ROIC | 21.2% | 24.4% | 20.3% | 0.09% | 1.4% | -33.0% | · | · | · |
유동성 및 지급능력 5
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.0 | 1.5 | 1.6 | 1.7 | 1.3 | 1.3 | 1.8 | 3.0 | 1.8 | |
| Quick Ratio | 1.9 | 1.4 | 1.4 | 1.6 | 1.0 | 1.0 | 1.5 | 2.8 | 1.6 | |
| Debt / Equity | 0.2 | 0.7 | 1.9 | 4.5 | -39.7 | -16.5 | · | · | · | |
| LT Debt / Equity | 0.0 | 0.2 | 1.2 | 4.5 | -39.7 | -14.1 | · | · | · | |
| Interest Coverage | · | · | 2.4 | 2.0 | 0.1 | -2.2 | -2.6 | -8.6 | -406.1 |
효율성 3
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.0 | 1.0 | 1.0 | 1.1 | 0.9 | 1.1 | 1.2 | 0.1 | |
| Inventory Turnover | 8.2 | 8.2 | 10.8 | 9.5 | 12.1 | · | · | 14.9 | 5.5 | |
| Receivables Turnover | 5.3 | 5.8 | 5.3 | 6.3 | 8.7 | 8.3 | 11.0 | 16.5 | 5.7 |
성장률 6
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | -0.91% | -2.2% | 3.3% | -9.9% | 12.5% | · | · | · | · | |
| Revenue CAGR 3Y | 0.05% | -3.1% | 1.5% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 0.29% | · | · | · | · | · | · | · | · | |
| EPS YoY | -1.6% | 37.8% | · | · | · | · | · | · | · | |
| Net Income YoY | 2.8% | 40.2% | 1079450.0% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 2396.3% | · | · | · | · | · | · | · | · |
가치 평가 (TTM) 14
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $228M | $230M | $236M | $228M | $253M | $225M | $272M | $251M | $28M | |
| Net Income TTM | $31M | $30M | $22M | $2.0K | $-29M | $-60M | $-76M | $-114M | $-292M | |
| Market Cap | $300M | $150M | $206M | $174M | $122M | $411M | $343M | $780M | $3.72B | |
| Enterprise Value | $225M | $116M | $210M | $191M | $137M | $416M | · | · | · | |
| P/E | 9.8 | 4.9 | 9.6 | · | -4.2 | -6.8 | · | · | · | |
| P/S | 1.3 | 0.6 | 0.9 | 0.8 | 0.5 | 1.8 | 1.3 | 3.1 | 134.2 | |
| P/B | 2.3 | 1.6 | 3.9 | 8.1 | -49.8 | -69.1 | 19.6 | 22.7 | 69.7 | |
| P / Tangible Book | 3.4 | 3.7 | · | · | · | · | · | · | · | |
| P / Cash Flow | 7.2 | 3.8 | 7.6 | -11.0 | 5.9 | 532.1 | 15.3 | -32.4 | -21.5 | |
| P / FCF | 7.2 | 3.9 | 7.7 | -11.0 | 5.9 | · | · | -31.8 | -21.5 | |
| EV / EBITDA | 6.0 | 3.7 | 6.4 | 8.1 | 106.1 | -13.7 | · | · | · | |
| EV / FCF | 5.4 | 3.0 | 7.8 | -12.1 | 6.6 | · | · | · | · | |
| EV / Revenue | 1.0 | 0.5 | 0.9 | 0.8 | 0.5 | 1.8 | · | · | · | |
| Earnings Yield | 10.2% | 20.3% | 10.4% | 0.00% | -23.7% | -14.8% | · | · | · |
손익계산서 16
| 지표 | 추세 | 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 | $57M | $45M | $75M | $54M | $52M | $46M | $59M | $81M | $47M | $44M | $72M | $56M | $55M | $53M | $66M | $57M | |
| Cost of Revenue | $12M | $10M | $23M | $12M | $12M | $11M | $14M | $29M | $11M | $11M | $24M | $13M | $12M | $13M | $17M | $12M | |
| SG&A Expense | $18M | $18M | $18M | $17M | $18M | $18M | $17M | $17M | $25M | $22M | $20M | $23M | $24M | $22M | $25M | $24M | |
| Operating Expenses | $49M | $49M | $58M | $45M | $46M | $42M | $46M | $58M | $49M | $46M | $57M | $48M | $50M | $48M | $56M | $55M | |
| Operating Income | $8M | $-4M | $17M | $10M | $7M | $4M | $13M | $22M | $-2M | $-2M | $15M | $9M | $5M | $4M | $10M | $2M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $3M | · | $3M | $3M | $3M | · | $3M | |
| Interest Income | $831.0K | $1M | $977.0K | $1M | $956.0K | $1M | $1M | $1M | $1M | $972.0K | $719.0K | $689.0K | $660.0K | $537.0K | $519.0K | $216.0K | |
| Other Non-op | $9.0K | $130.0K | $143.0K | $115.0K | $410.0K | $359.0K | $268.0K | $347.0K | $156.0K | $91.0K | $641.0K | $74.0K | $86.0K | $-42.0K | $-204.0K | $64.0K | |
| Pretax Income | $8M | $-3M | $17M | $9M | $6M | $3M | $12M | $21M | $-4M | $-5M | $13M | $6M | $2M | $2M | $-5M | $-293.0K | |
| Income Tax | · | · | · | · | · | · | $-7M | $291.0K | $378.0K | $220.0K | $536.0K | $213.0K | $187.0K | $147.0K | $294.0K | $67.0K | |
| Net Income | $8M | $-4M | $13M | $9M | $6M | $3M | $19M | $20M | $-5M | $-5M | $12M | $6M | $2M | $1M | $-6M | $-360.0K | |
| EPS (Basic) | $0.16 | $-0.07 | $0.26 | $0.18 | $0.12 | $0.06 | $0.40 | $0.41 | $-0.09 | $-0.10 | $0.26 | $0.12 | $0.05 | $0.03 | $-0.12 | $-0.01 | |
| EPS (Diluted) | $0.16 | $-0.07 | $0.26 | $0.17 | $0.12 | $0.06 | $0.40 | $0.41 | $-0.09 | $-0.10 | $0.25 | $0.12 | $0.05 | $0.03 | $-0.12 | $-0.01 | |
| Shares (Basic) | 50,939,946 | 50,845,130 | -99,623,885 | 50,339,456 | 49,700,217 | 49,595,697 | -96,841,433 | 49,008,464 | 48,292,414 | 48,189,256 | -93,781,152 | 47,520,338 | 46,759,062 | 46,636,083 | -88,159,871 | 45,567,739 | |
| Shares (Diluted) | 52,596,589 | 50,845,130 | -100,327,655 | 50,929,893 | 50,144,704 | 49,906,341 | -96,554,598 | 49,173,361 | 48,292,414 | 48,189,256 | -94,627,471 | 47,819,234 | 47,201,185 | 47,157,904 | -88,204,189 | 45,567,739 | |
| EBITDA | $8M | $-4M | · | $10M | $7M | · | · | $22M | $-2M | $-2M | · | $9M | $5M | $4M | · | $2M |
대차대조표 26
| 지표 | 추세 | 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 | $37M | $36M | $30M | $54M | $55M | $63M | $69M | $67M | $67M | $77M | · | $82M | $60M | $61M | · | $78M | |
| Short-term Investments | $57M | $65M | $68M | $41M | $41M | $30M | $32M | $29M | $30M | $30M | · | $3M | $14M | $10M | · | $0 | |
| Receivables | $34M | $26M | $54M | $34M | $26M | $25M | $32M | $55M | $28M | $25M | · | $29M | $31M | $31M | · | $28M | |
| Inventory | $13M | $9M | $6M | $9M | $9M | $9M | $9M | $3M | $9M | $7M | · | $6M | $8M | $4M | · | $5M | |
| Prepaid Expense | $4M | $3M | $4M | $4M | $4M | $5M | $6M | $3M | $3M | $4M | · | $4M | $5M | $5M | · | $7M | |
| Other Current Assets | $199.0K | $196.0K | $256.0K | $230.0K | $73.0K | $98.0K | $91.0K | $236.0K | $241.0K | $255.0K | · | $2M | $573.0K | $449.0K | · | $4M | |
| Current Assets | $145M | $142M | $163M | $144M | $137M | $133M | $148M | $157M | $138M | $143M | · | $125M | $119M | $112M | · | $122M | |
| PP&E (Net) | $103.0K | $124.0K | $187.0K | $305.0K | $388.0K | $474.0K | $515.0K | $601.0K | $680.0K | $757.0K | · | $907.0K | $977.0K | $1M | · | $1M | |
| PP&E (Gross) | $3M | $3M | $5M | $7M | $8M | $8M | $8M | $9M | $9M | $9M | · | $9M | $9M | $9M | · | $9M | |
| Accum. Depreciation | $3M | $3M | $5M | $7M | $8M | $8M | $8M | $8M | $8M | $8M | · | $8M | $8M | $8M | · | $7M | |
| Intangibles | · | · | $41M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $193M | $193M | $216M | $203M | $195M | $196M | $213M | $221M | $205M | $214M | · | $204M | $200M | $196M | · | $199M | |
| Accounts Payable | $3M | $8M | $5M | $6M | $5M | $6M | $6M | $8M | $14M | $9M | · | $5M | $8M | $9M | · | $15M | |
| Accrued Liabilities | $45M | $38M | $50M | $37M | $32M | $27M | $37M | $51M | $39M | $38M | · | $34M | $35M | $34M | · | $40M | |
| Current Liabilities | $50M | $60M | $81M | $83M | $79M | $87M | $96M | $110M | $104M | $98M | · | $67M | $60M | $48M | · | $60M | |
| Capital Leases | $4M | $5M | $5M | $5M | $0 | $0 | $1M | $3M | $4M | $6M | · | $8M | $10M | $11M | · | $13M | |
| Other Non-current Liabilities | · | · | $0 | $0 | $0 | $0 | $121.0K | $121.0K | $121.0K | · | · | · | · | · | · | · | |
| Total Liabilities | $54M | $64M | $86M | $88M | $90M | $99M | $121M | $150M | $156M | $163M | · | $165M | $170M | $170M | · | $177M | |
| Long-term Debt | $0 | $11M | $23M | $34M | $45M | $57M | $67M | $79M | $91M | $102M | · | $102M | $102M | $102M | · | $102M | |
| Total Debt | $0 | $11M | · | $34M | $45M | · | · | $78M | $89M | $100M | · | $99M | $99M | $99M | · | $98M | |
| Common Stock | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | $5.0K | · | $5.0K | $5.0K | $5.0K | · | $5.0K | |
| Retained Earnings | $-1.28B | $-1.29B | $-1.28B | $-1.30B | $-1.31B | $-1.31B | $-1.31B | $-1.33B | $-1.35B | $-1.35B | · | $-1.36B | $-1.36B | $-1.37B | · | $-1.36B | |
| AOCI | $-45.0K | $-31.0K | $36.0K | $19.0K | $-14.0K | $-11.0K | $6.0K | $26.0K | $-32.0K | $-26.0K | · | $-4.0K | $-6.0K | · | · | $0 | |
| Stockholders' Equity | $139M | $128M | $130M | $115M | $105M | $97M | $92M | $71M | $49M | $51M | $53M | $39M | $30M | $26M | $22M | $22M | |
| Liabilities + Equity | $193M | $193M | $216M | $203M | $195M | $196M | $213M | $221M | $205M | $214M | · | $204M | $200M | $196M | · | $199M | |
| Shares Outstanding | 51,102,687 | 50,879,204 | 50,408,023 | 50,384,274 | 49,892,725 | 49,615,174 | 49,105,834 | 49,067,348 | 48,460,120 | 48,214,663 | 47,646,787 | 47,542,790 | 46,947,153 | 46,663,599 | 46,345,660 | 45,608,814 |
현금 흐름 9
| 지표 | 추세 | 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 | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $2M | $3M | |
| Stock-based Comp | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $2M | $3M | $3M | $3M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $800.0K | $2M | $2M | $2M | $2M | $2M | |
| Operating Cash Flow | $2M | $15M | $14M | $10M | $14M | $4M | $16M | $11M | $1M | $11M | $10M | $11M | $3M | $3M | $8M | $17M | |
| CapEx | $0 | $0 | $-36.0K | $26.0K | $20.0K | $61.0K | $16.0K | $20.0K | $20.0K | $0 | $45.0K | $27.0K | · | · | $0 | $0 | |
| Investing Cash Flow | $8M | $2M | $-27M | $506.0K | $-11M | $2M | $-2M | $259.0K | $703.0K | $-19M | $-8M | $11M | $-5M | $-17M | $-12M | $8M | |
| Financing Cash Flow | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $-11M | $0 | $0 | $0 | $0 | $0 | $2M | $-53.0K | |
| Net Change in Cash | $-2M | $7M | $-24M | $-1M | $-8M | $-6M | $2M | $114.0K | $-10M | $-8M | $2M | $22M | $-1M | $-15M | $-2M | $25M | |
| Free Cash Flow | · | $15M | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
수익성 7
| 지표 | 추세 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 13.4% | -8.5% | · | 17.6% | 12.7% | · | · | 27.4% | -4.6% | -5.2% | · | 15.3% | 9.0% | 8.3% | · | 4.2% | |
| Net Margin | 14.5% | -8.4% | · | 16.2% | 11.2% | · | · | 25.2% | -9.6% | -11.0% | · | 10.3% | 3.9% | 2.6% | · | -0.63% | |
| Pretax Margin | 14.6% | -7.6% | · | 17.0% | 11.8% | · | · | 25.6% | -8.8% | -10.5% | · | 10.7% | 4.2% | 2.9% | · | -0.51% | |
| EBITDA Margin | 13.4% | -8.5% | · | 17.6% | 12.7% | · | · | 27.4% | -4.6% | -5.2% | · | 15.3% | 9.0% | 8.3% | · | 4.2% | |
| ROA | 4.2% | -1.9% | · | 4.2% | 2.9% | · | · | 9.6% | -2.2% | -2.4% | · | 2.9% | 1.1% | 0.71% | · | -0.17% | |
| ROE | 6.7% | -3.3% | · | 9.5% | 7.6% | · | · | 37.0% | -11.5% | -12.5% | · | 19.0% | 8.5% | 8.5% | · | -6.4% | |
| ROIC | · | · | · | · | · | · | · | 14.6% | -1.7% | -1.6% | · | 6.0% | 3.5% | 3.2% | · | 2.5% |
유동성 및 지급능력 5
| 지표 | 추세 | 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 | 2.9 | 2.4 | · | 1.7 | 1.7 | · | · | 1.4 | 1.3 | 1.5 | · | 1.9 | 2.0 | 2.3 | · | 2.0 | |
| Quick Ratio | 2.6 | 2.1 | · | 1.5 | 1.5 | · | · | 1.4 | 1.2 | 1.3 | · | 1.7 | 1.8 | 2.1 | · | 1.8 | |
| Debt / Equity | 0.0 | 0.1 | · | 0.3 | 0.4 | · | · | 1.1 | 1.8 | 2.0 | · | 2.6 | 3.3 | 3.8 | · | 4.4 | |
| LT Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.1 | · | · | 0.5 | 0.9 | 1.1 | · | 2.0 | 2.9 | 3.8 | · | 4.4 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -0.7 | · | 2.6 | 1.5 | 1.3 | · | 0.8 |
효율성 3
| 지표 | 추세 | 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 | 0.3 | 0.2 | · | 0.3 | 0.3 | · | · | 0.4 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Inventory Turnover | 1.1 | 1.2 | · | 2.0 | 1.4 | · | · | 7.0 | 1.3 | 2.0 | · | 2.4 | 1.7 | 2.4 | · | 2.0 | |
| Receivables Turnover | 1.9 | 1.7 | · | 1.2 | 1.9 | · | · | 1.9 | 1.6 | 1.6 | · | 2.0 | 1.7 | 1.8 | · | 2.2 |
가치 평가 (TTM) 14
| 지표 | 추세 | 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 | $208M | $198M | · | $233M | $226M | $217M | · | $228M | $202M | $207M | · | $221M | $224M | $215M | · | $209M | |
| Net Income TTM | $19M | $14M | · | $38M | $25M | $14M | · | $17M | $-1M | $5M | · | $9M | $13M | $7M | · | $-39M | |
| Market Cap | $414M | $325M | · | $268M | $171M | · | · | $125M | $158M | $256M | · | $125M | $166M | $144M | · | $108M | |
| Enterprise Value | $321M | $235M | · | $207M | $120M | · | · | $106M | $150M | $248M | · | $139M | $190M | $172M | · | $128M | |
| P/E | 21.3 | 22.8 | · | 7.0 | 6.9 | 10.6 | · | 7.5 | -163.0 | 53.0 | · | 13.8 | 12.6 | 20.6 | · | -2.4 | |
| P/S | 2.0 | 1.6 | · | 1.1 | 0.8 | · | · | 0.6 | 0.8 | 1.2 | · | 0.6 | 0.7 | 0.7 | · | 0.5 | |
| P/B | 3.0 | 2.5 | · | 2.3 | 1.6 | · | · | 1.8 | 3.3 | 5.0 | · | 3.2 | 5.5 | 5.6 | · | 4.9 | |
| P / Tangible Book | 3.0 | 2.5 | · | 2.3 | 1.6 | 1.5 | · | 1.8 | 3.3 | 5.0 | · | 3.2 | 5.5 | 5.6 | · | 4.9 | |
| P / Cash Flow | · | 21.1 | · | · | · | · | · | · | · | 22.7 | · | · | · | 54.6 | · | · | |
| P / FCF | · | 21.1 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EV / EBITDA | 42.3 | -61.4 | · | 21.6 | 18.1 | · | · | 4.8 | -68.9 | -108.0 | · | 16.2 | 38.9 | 39.3 | · | 53.5 | |
| EV / FCF | · | 15.2 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 1.5 | 1.2 | · | 0.9 | 0.5 | · | · | 0.5 | 0.7 | 1.2 | · | 0.6 | 0.8 | 0.8 | · | 0.6 | |
| Earnings Yield | 4.7% | 4.4% | · | 14.3% | 14.6% | 9.5% | · | 13.3% | -0.61% | 1.9% | · | 7.2% | 7.9% | 4.9% | · | -40.9% |
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
손익계산서
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 매출 | $228M | $230M | $236M | $228M | $253M |
| 영업이익률 % | 16.3% | 13.4% | 13.9% | 10.4% | 0.51% |
| 순이익 | $31M | $30M | $22M | $2.0K | $-29M |
| 희석 EPS | $0.61 | $0.62 | $0.45 | $0.00 | $-0.72 |
대차대조표
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 부채 / 자기자본 비율 | 0.2 | 0.7 | 1.9 | 4.5 | -39.7 |
| 유동비율 | 2.0 | 1.5 | 1.6 | 1.7 | 1.3 |
| 당좌 비율 | 1.9 | 1.4 | 1.4 | 1.6 | 1.0 |
현금 흐름
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 잉여현금흐름 | $42M | $39M | $27M | $-16M | $21M |
나의 지표 나만의 관심 목록 — 전체 기본 재무제표에서 선택한 항목
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중요한 지표를 선택하세요 — 위 전체 기본 재무제표의 아무 행 옆에 있는 ➕를 클릭하세요.
선택 항목이 저장되어 모든 티커에서 유지됩니다.
기관 투자자 (13F) 174개의 제출자 · $239.8M 전체 · 기준일 2026년 6월 30일
분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.
기관 활동 — Q2 2026 대 이전 분기
| 신규 포지션 | 청산 포지션 | 증가함 | 감소 | 순주식 변동 |
|---|---|---|---|---|
| 28 (+2 이전 분기 대비) | 15 (-2 이전 분기 대비) | 56 (+1 이전 분기 대비) | 47 (+7 이전 분기 대비) | +4.1M |
Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.
| 기관 | 가치 | 주식 | % 추적된 13F 중 | 유형 |
|---|---|---|---|---|
| ACORN CAPITAL ADVISORS, LLC | $33,504,835 | 4,131,299 | 13.97% | 주식 |
| VANGUARD GROUP INC | $21,011,306 | 3,531,312 | 8.76% | 주식 |
| AMERICAN CENTURY COMPANIES INC | $18,815,168 | 2,319,996 | 7.85% | 주식 |
| RENAISSANCE TECHNOLOGIES LLC | $14,891,687 | 1,836,213 | 6.21% | 주식 |
| VANGUARD CAPITAL MANAGEMENT LLC | $14,887,065 | 1,835,643 | 6.21% | 주식 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $14,805,608 | 1,825,599 | 6.18% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $11,407,283 | 1,406,570 | 4.76% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $9,618,136 | 1,185,702 | 4.01% | 주식 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $9,113,880 | 1,123,783 | 3.80% | 주식 |
| STATE STREET CORP | $7,722,058 | 952,165 | 3.22% | 주식 |
| KENNEDY CAPITAL MANAGEMENT LLC | $7,082,082 | 873,253 | 2.95% | 주식 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6,420,006 | 791,616 | 2.68% | 주식 |
| RITHOLTZ WEALTH MANAGEMENT | $6,080,862 | 749,798 | 2.54% | 주식 |
| Connor, Clark & Lunn Investment Management Ltd. | $5,214,292 | 642,946 | 2.17% | 주식 |
| MILLENNIUM MANAGEMENT LLC | $4,884,166 | 602,240 | 2.04% | 주식 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4,318,170 | 532,450 | 1.80% | 주식 |
| GLOBEFLEX CAPITAL L P | $3,104,565 | 382,807 | 1.29% | 주식 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2,506,850 | 309,106 | 1.05% | 주식 |
| D. E. Shaw & Co., Inc. | $2,300,377 | 283,647 | 0.96% | 주식 |
| Russell Investments Group, Ltd. | $2,207,323 | 272,173 | 0.92% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $2,182,158 | 269,070 | 0.91% | 주식 |
| FEDERATED HERMES, INC. | $2,033,712 | 250,766 | 0.85% | 주식 |
| Empowered Funds, LLC | $1,786,763 | 220,316 | 0.75% | 주식 |
| PANAGORA ASSET MANAGEMENT INC | $1,764,290 | 217,545 | 0.74% | 주식 |
| GOLDMAN SACHS GROUP INC | $1,758,256 | 216,801 | 0.73% | 주식 |
| FMR LLC | $1,708,274 | 210,638 | 0.71% | 주식 |
| PRUDENTIAL FINANCIAL INC | $1,600,095 | 197,299 | 0.67% | 주식 |
| STATE OF WISCONSIN INVESTMENT BOARD | $1,526,562 | 188,232 | 0.64% | 주식 |
| Prospera Financial Services Inc | $1,287,530 | 158,762 | 0.54% | 주식 |
| Haven Private, LLC | $1,203,913 | 148,448 | 0.50% | 주식 |
| TWO SIGMA INVESTMENTS, LP | $1,140,161 | 140,587 | 0.48% | 주식 |
| BlackRock, Inc. | $1,134,784 | 139,924 | 0.47% | 주식 |
| FIRST TRUST ADVISORS LP | $1,055,970 | 130,206 | 0.44% | 주식 |
| Bank of New York Mellon Corp | $1,048,964 | 129,342 | 0.44% | 주식 |
| Round Rock Advisors LLC | $1,045,476 | 128,912 | 0.44% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1,040,051 | 128,243 | 0.43% | 주식 |
| STRS OHIO | $686,106 | 84,600 | 0.29% | 주식 |
| CANADA PENSION PLAN INVESTMENT BOARD | $596,085 | 73,500 | 0.25% | 주식 |
| Trexquant Investment LP | $585,729 | 72,223 | 0.24% | 주식 |
| Vise Technologies, Inc. | $584,163 | 72,030 | 0.24% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $520,662 | 64,200 | 0.22% | 콜 옵션 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $497,000 | 61,255 | 0.21% | 주식 |
| OpenArc Corporate Advisory, LLC | $482,472 | 59,491 | 0.20% | 주식 |
| RHUMBLINE ADVISERS | $466,397 | 57,510 | 0.19% | 주식 |
| TWO SIGMA ADVISERS, LP | $423,045 | 71,100 | 0.18% | 주식 |
| D'Orazio & Associates, Inc. | $394,795 | 48,680 | 0.16% | 주식 |
| Vanguard Global Advisers, LLC | $375,225 | 46,267 | 0.16% | 주식 |
| DEUTSCHE BANK AG\ | $350,287 | 43,192 | 0.15% | 주식 |
| Man Group plc | $336,614 | 41,506 | 0.14% | 주식 |
| WELLINGTON MANAGEMENT GROUP LLP | $333,240 | 41,090 | 0.14% | 주식 |
| WINTON GROUP Ltd | $328,528 | 40,509 | 0.14% | 주식 |
| XTX Topco Ltd | $326,801 | 40,296 | 0.14% | 주식 |
| State of Wyoming | $323,046 | 39,833 | 0.13% | 주식 |
| WELLS FARGO & COMPANY/MN | $304,977 | 37,605 | 0.13% | 주식 |
| EntryPoint Capital, LLC | $303,200 | 37,386 | 0.13% | 주식 |
| Baron Wealth Management LLC | $294,977 | 36,372 | 0.12% | 주식 |
| Creative Planning | $289,827 | 35,737 | 0.12% | 주식 |
| LPL Financial LLC | $280,095 | 34,537 | 0.12% | 주식 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $279,673 | 34,485 | 0.12% | 주식 |
| BANK OF AMERICA CORP /DE/ | $257,468 | 31,747 | 0.11% | 주식 |
| Kathmere Capital Management, LLC | $252,805 | 31,172 | 0.11% | 주식 |
| FRANKLIN RESOURCES INC | $242,165 | 29,860 | 0.10% | 주식 |
| ENVESTNET ASSET MANAGEMENT INC | $236,731 | 29,190 | 0.10% | 주식 |
| Y-Intercept (Hong Kong) Ltd | $212,660 | 26,222 | 0.09% | 주식 |
| MARTINGALE ASSET MANAGEMENT L P | $205,703 | 25,364 | 0.09% | 주식 |
| Metis Global Partners, LLC | $204,891 | 25,264 | 0.09% | 주식 |
| MetLife Investment Management, LLC | $201,720 | 24,873 | 0.08% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $195,451 | 24,100 | 0.08% | 풋 옵션 |
| C2C Wealth Management, LLC | $191,558 | 23,620 | 0.08% | 주식 |
| Nuveen, LLC | $187,982 | 23,179 | 0.08% | 주식 |
| PRELUDE CAPITAL MANAGEMENT, LLC | $174,754 | 21,548 | 0.07% | 주식 |
| One Wealth Advisors, LLC | $170,951 | 21,079 | 0.07% | 주식 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $165,306 | 20,383 | 0.07% | 주식 |
| CITIGROUP INC | $154,990 | 19,111 | 0.06% | 주식 |
| BAILARD, INC. | $146,791 | 18,100 | 0.06% | 주식 |
| Invesco Ltd. | $142,493 | 17,570 | 0.06% | 주식 |
| JANE STREET GROUP, LLC | $141,925 | 17,500 | 0.06% | 콜 옵션 |
| Spark Investment Management LLC | $137,870 | 17,000 | 0.06% | 주식 |
| MORGAN STANLEY | $137,416 | 16,944 | 0.06% | 주식 |
| ALLIANCEBERNSTEIN L.P. | $136,490 | 21,360 | 0.06% | 주식 |
| Brandywine Global Investment Management, LLC | $129,710 | 21,800 | 0.05% | 주식 |
| Police & Firemen's Retirement System of New Jersey | $127,481 | 15,719 | 0.05% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $125,510 | 15,476 | 0.05% | 주식 |
| Lido Advisors, LLC | $122,015 | 15,045 | 0.05% | 주식 |
| Mariner, LLC | $120,593 | 14,869 | 0.05% | 주식 |
| Caprock Group, LLC | $112,421 | 13,862 | 0.05% | 주식 |
| PERKINS CAPITAL MANAGEMENT INC | $108,674 | 13,400 | 0.05% | 주식 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $107,960 | 13,312 | 0.05% | 주식 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $105,624 | 13,203 | 0.04% | 주식 |
| UBS Group AG | $99,923 | 12,321 | 0.04% | 주식 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $97,774 | 12,056 | 0.04% | 주식 |
| CWM, LLC | $97,531 | 15,263 | 0.04% | 주식 |
| R Squared Ltd | $97,247 | 11,991 | 0.04% | 주식 |
| Abel Hall, LLC | $93,427 | 11,520 | 0.04% | 주식 |
| IEQ CAPITAL, LLC | $86,542 | 10,671 | 0.04% | 주식 |
| Williams & Novak, LLC | $85,066 | 10,489 | 0.04% | 주식 |
| Vanguard Personalized Indexing Management, LLC | $84,409 | 10,408 | 0.04% | 주식 |
| Ethic Inc. | $83,290 | 10,270 | 0.03% | 주식 |
| AQR CAPITAL MANAGEMENT LLC | $83,136 | 10,251 | 0.03% | 주식 |
| INTECH INVESTMENT MANAGEMENT LLC | $82,803 | 10,210 | 0.03% | 주식 |
회사 내부자 24 명의 내부자 · 10 임원 · 12 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Alan H Auerbach | President and CEO | 2026년 7월 6일 S | 7,261,671 | 0 | 1 | $-363,919 |
| Maximo F Nougues | Chief Financial Officer | 2026년 7월 6일 S | 230,637 | 0 | 1 | $-77,528 |
| Douglas M Hunt | The Reporting Person is the Senior Vice President of Regulatory Affairs of the Issuer. | 2026년 7월 6일 S | 196,841 | 0 | 1 | $-69,880 |
| Alvin F Wong | Chief Scientific Officer | 2021년 6월 17일 A | — | 0 | 0 | $0 |
| Richard Paul Bryce | Title of Reporting Person: Chief Medical and Scientific Officer | 2021년 4월 5일 S | 121,662 | 0 | 0 | $0 |
| Jeffrey Jerome Ludwig | Chief Commercial Officer | 2021년 2월 17일 A | 36,069 | 0 | 0 | $0 |
| Steven Lo | Chief Commercial Officer | 2019년 7월 22일 S | 19,557 | 0 | 0 | $0 |
| Charles R Eyler | Title of Reporting Person: Senior Vice President, Finance and Administration and Treasurer | 2019년 2월 4일 S | 31,957 | 0 | 0 | $0 |
| Robert Charnas | The Reporting Person is the Senior Vice President of Regulatory Affairs and Project Management of the Issuer. | 2017년 2월 16일 A | 26,453 | 0 | 0 | $0 |
| Richard Benton Phillips | The Reporting Person is the Interim Head of Regulatory Affairs, Quality Assurance and Pharmacovigilance of the Issuer. | 2016년 4월 15일 A | — | 0 | 0 | $0 |
| Brian M Stuglik | 이사 | 2026년 6월 12일 S | 113,858 | 0 | 1 | $-58,320 |
| Allison Dorval | 이사 | 2026년 6월 12일 S | 90,780 | 0 | 1 | $-83,592 |
| Adrian Senderowicz | 이사 | 2026년 6월 12일 S | 27,000 | 0 | 1 | $-194,400 |
| Troy Edward Wilson | 이사 | 2026년 6월 12일 S | 59,750 | 0 | 1 | $-77,760 |
| Jay M Moyes | 이사 | 2026년 6월 12일 S | 58,322 | 0 | 1 | $-158,840 |
| Alessandra Cesano | 이사 | 2026년 6월 11일 A | 68,850 | 0 | 0 | $0 |
| MILLER MICHAEL PATRICK | 이사 | 2026년 6월 11일 A | 81,000 | 0 | 0 | $0 |
| Ann Calby Miller | 이사 | 2021년 6월 15일 A | 40,732 | 0 | 0 | $0 |
| Hugh O'Dowd | 이사 | 2020년 6월 9일 A | 25,748 | 0 | 0 | $0 |
| Frank Zavrl | 이사 | 2020년 6월 9일 A | 50,993 | 0 | 0 | $0 |
| Thomas Malley | 이사 | 2014년 12월 15일 A | 156,551 | 0 | 0 | $0 |
| Faraaz Siddiqi | — | 2011년 10월 4일 D | 0 | 0 | 0 | $0 |
| Kapil Munjal | — | 2011년 10월 4일 D | 0 | 0 | 0 | $0 |
| Robert Andrew Johnson | — | 2011년 10월 4일 D | 0 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
행동주의자 및 5% 이상 소유자 7 보유
SEC 서류 13D를 제출한 투자자 — 발행인에 영향을 미치려는 의도로 5% 이상의 실질 소유권(행동주의 지분, 이사회 캠페인, M&A). 각 행은 해당 제출자의 포지션에 대한 가장 최근에 알려진 상태를 보여줍니다.
| 제출자 | 제출됨 | 지분 | 상태 | 목적 | 제출 |
|---|---|---|---|---|---|
| Alan H. Auerbach ×6 제출 서류 | 2022년 12월 13일 | — | 최초 제출 | 수동적 투자 | SEC |
| Kapil Munjal 2) | 2011년 10월 4일 | — | 최초 제출 | — | SEC |
| Faraaz Siddiqi 2) | 2011년 10월 4일 | — | 최초 제출 | — | SEC |
| Robert Johnson 2) | 2011년 10월 4일 | — | 최초 제출 | — | SEC |
| Robert Johnson | 2007년 11월 21일 | — | 최초 제출 | — | SEC |
| 미공개 보고자 | 2007년 11월 19일 | — | 최초 제출 | — | SEC |
| Faraaz Siddiqi | 2007년 11월 19일 | — | 최초 제출 | — | 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.
ETF 보유 현황 36 ETF 보유
가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.
| 펀드 | 비중 | 단위 | 기준일 | 출처 |
|---|---|---|---|---|
| ROSC · Lattice Strategies Trust | 0.72% | 52,608 NS | 2026년 4월 30일 | N-PORT |
| DWAS · Invesco Exchange-Traded Fund Trust … | 0.46% | 233,908 SH | 2026년 8월 8일 | 일간 |
| IWC · iShares Trust | 0.08% | 150,797 SH | 2026년 8월 8일 | 일간 |
| VFQY · VANGUARD WELLINGTON FUND | 0.06% | 34,260 SH | 2026년 8월 8일 | 일간 |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.05% | 1,924,360 NS | 2026년 5월 31일 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.04% | 55,680 NS | 2026년 5월 31일 | N-PORT |
| IBBQ · Invesco Exchange-Traded Fund Trust … | 0.03% | 2,746 SH | 2026년 8월 8일 | 일간 |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.02% | 95,559 NS | 2026년 5월 31일 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.02% | 32,358 SH | 2026년 8월 8일 | 일간 |
| IWN · iShares Trust | 0.02% | 356,623 SH | 2026년 8월 8일 | 일간 |
| BIB · ProShares Trust | 0.02% | 1,879 NS | 2026년 5월 31일 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.02% | 55,064 SH | 2026년 8월 8일 | 일간 |
| IWM · iShares Trust | 0.01% | 1,153,241 SH | 2026년 8월 8일 | 일간 |
| RSSL · Global X Funds | 0.01% | 19,123 NS | 2026년 4월 30일 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0.01% | 16,014 SH | 2026년 8월 8일 | 일간 |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 254,380 SH | 2026년 8월 8일 | 일간 |
| DFAS · Dimensional ETF Trust | 0.01% | 166,672 NS | 2026년 4월 30일 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.01% | 156,761 NS | 2026년 4월 30일 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.01% | 82,003 NS | 2026년 4월 30일 | N-PORT |
| ITWO · ProShares Trust | 0.01% | 2,027 NS | 2026년 5월 31일 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.01% | 3,611 NS | 2026년 4월 30일 | N-PORT |
| EBI · RBB Fund Trust | 0.01% | 5,394 NS | 2026년 5월 31일 | N-PORT |
| UWM · ProShares Trust | 0.00% | 1,585 NS | 2026년 5월 31일 | N-PORT |
| IWO · iShares Trust | 0.00% | 65,370 SH | 2026년 8월 8일 | 일간 |
| URTY · ProShares Trust | 0.00% | 1,603 NS | 2026년 5월 31일 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 2,071 NS | 2026년 5월 31일 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.00% | 34,919 NS | 2026년 5월 31일 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 6,348 NS | 2026년 4월 30일 | N-PORT |
| HDG · ProShares Trust | 0.00% | 40 NS | 2026년 5월 31일 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 9,704 NS | 2026년 4월 30일 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 15,090 NS | 2026년 4월 30일 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 12,376 NS | 2026년 4월 30일 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 446,899 SH | 2026년 8월 8일 | 일간 |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1,343,121 SH | 2026년 8월 8일 | 일간 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.00% | 7,680 SH | 2026년 8월 8일 | 일간 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,979 SH | 2026년 8월 8일 | 일간 |