PHR Phreesia, Inc. Common Stock
$11.96
가격 · 8월 20, 2026
기준 재무 정보 5월 28, 2026
52주 범위
$8–$33
17% of range
애널리스트 평점
BUY
23 analysts
목표 주가
$14
+17% upside
P/E (TTM)
335.8
ROE
0.73%
순이익률
0.48%
Phreesia, Inc. Common Stock 정보 위키백과 회사 개요
Phreesia, Inc. is a software as a service company that offers healthcare organizations a set of applications to automate and manage patient intake.
더 보기
Phreesia, Inc. is a software as a service company that offers healthcare organizations a set of applications to automate and manage patient intake.
## Information
Headquartered in Wilmington, Delaware, Phreesia employs approximately 1400 people across the United States and Canada. Phreesia was founded in January 2005 by CEO Chaim Indig and COO Evan Roberts. Michael Weintraub has remained chairman of the company's board since its founding. Phreesia develops patient intake and "digital engagement" solutions.
On July 18, 2019, Phreesia (PHR) completed its initial public offering and is listed on the New York Stock Exchange (NYSE).
In 2021, Phreesia acquired schedule-management solution QueueDr, now offered to Phreesia clients as Appointment Accelerator. In December 2021, it also announced the acquisition of Insignia Health, licensor of the Patient Activation Measure. In August 2023, it was announced that Phreesia had acquired the Sulphur Springs-headquartered electronic forms management and automation provider Access eForms for an undisclosed amount.
== References ==
출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗
PHR 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
가격
$11.96
시가총액
—
P/E (TTM)
335.8
EPS (TTM)
$0.04
매출 (TTM)
$481M
배당 수익률
—
ROE
0.73%
부채/자본
—
52주 범위
$8 – $33
PHR 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
$481M
2018-01-31
→
2026-01-31
EPS
$0.04
2020-01-31
→
2026-01-31
잉여현금흐름
$68M
2020-01-31
→
2026-01-31
마진
0.48%
가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?
지표
5년 추세
PHR
동종업계 중앙값
P/E (TTM)
335.8
39.8
수익성 총, 영업 및 순이익률; ROE, ROA, ROIC
지표
5년 추세
PHR
동종업계 중앙값
Operating Margin (영업이익률)
-1.4%
—
Net Profit Margin (순이익률)
0.48%
1.5%
ROA
0.44%
0.92%
ROE
0.73%
3.3%
ROIC
0.51%
—
재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성
지표
5년 추세
PHR
동종업계 중앙값
Current Ratio (유동비율)
1.5
2.2
Quick Ratio (당좌 비율)
0.9
—
성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR
지표
5년 추세
PHR
동종업계 중앙값
Revenue YoY (매출 YoY)
14.5%
—
Revenue CAGR 3Y (매출 CAGR 3년)
19.6%
—
Revenue CAGR 5Y (매출 CAGR 5년)
26.5%
—
자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율
지표
5년 추세
PHR
동종업계 중앙값
PHR 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
매수
23 명의 애널리스트
- 적극 매수 3 13.0%
- 매수 11 47.8%
- 보유 9 39.1%
- 매도 0 0.0%
- 적극 매도 0 0.0%
12개월 목표 주가
17 명의 애널리스트 · 2026-08-15
중앙값
$14.00
지금
$11.96
저가
$9.00
고가
$20.00
중앙값 목표
$14.00
+17.1%
평균 목표
$13.94
+16.6%
실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
평균 서프라이즈
0.04%
다음 실적
9월 02, 2026
| 기간 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|
| 2027년 3월 31일 | $0.05 | $0.01 | — |
| 2026년 6월 30일 | $0.05 | $0.01 | 0.04% |
| 2026년 3월 31일 | $0.03 | $0.07 | -0.04% |
| 2025년 12월 31일 | $0.10 | $0.00 | 0.10% |
| 2025년 9월 30일 | $0.01 | $-0.06 | 0.07% |
| 2025년 6월 30일 | $-0.07 | $-0.12 | 0.05% |
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| PHR | — | 335.8 | 14.5% | 0.48% | 0.73% | — |
| SDGR | — | -12.7 | 23.3% | -40.4% | -29.2% | 55.7% |
| CERT | $1.40B | -881.0 | 8.8% | -0.38% | -0.15% | — |
| GDRX | — | 30.1 | 0.57% | 3.8% | 4.8% | — |
| TDOC | $1.25B | -6.1 | -1.5% | -7.9% | -14.3% | — |
| HSTM | $682M | 37.8 | 4.3% | 6.0% | 5.2% | — |
| CTEV | $708M | -2.5 | 3.7% | -29.4% | 265.9% | — |
| EVH | — | -0.8 | -26.6% | -28.5% | -81.5% | — |
| SLP | $285M | -4.4 | 13.1% | -81.7% | -41.2% | 58.4% |
| VEEV | $33.40B | 37.5 | 16.3% | 28.4% | 13.1% | 75.5% |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서 16
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $481M | $420M | $356M | $281M | $213M | $149M | $125M | $100M | |
| R&D Expense | $121M | $117M | $112M | $91M | $52M | $23M | $19M | $14M | |
| SG&A Expense | $80M | $77M | $80M | $80M | $69M | $40M | $30M | $20M | |
| Operating Expenses | $487M | $478M | $493M | $457M | $330M | $174M | $140M | $109M | |
| Operating Income | $-7M | $-58M | $-136M | $-177M | $-117M | $-26M | $-15M | $-9M | |
| Interest Expense | · | · | $2M | $1M | $1M | $2M | $3M | $4M | |
| Interest Income | $2M | $3M | $4M | $2M | $79.0K | $122.0K | $598.0K | $6.0K | |
| Other Non-op | $3M | $2M | $44.0K | $-175.0K | $-78.0K | $1.0K | $-1M | $-7.0K | |
| Pretax Income | $-9M | $-56M | $-135M | $-176M | $-118M | $-27M | $-22M | $-15M | |
| Income Tax | $-11M | $3M | $2M | $483.0K | $182.0K | $49.0K | $-2M | $0 | |
| Net Income | $2M | $-59M | $-137M | $-176M | $-118M | $-27M | $-20M | $-15M | |
| EPS (Basic) | $0.04 | $-1.02 | $-2.51 | $-3.36 | $-2.37 | $-0.69 | $-4.50 | · | |
| EPS (Diluted) | $0.04 | $-1.02 | $-2.51 | $-3.36 | $-2.37 | $-0.69 | $-4.50 | · | |
| Shares (Basic) | 59,737,915 | 57,589,687 | 54,561,449 | 52,440,067 | 49,888,436 | 39,519,640 | 20,301,189 | · | |
| Shares (Diluted) | 61,494,878 | 57,589,687 | 54,561,449 | 52,440,067 | 49,888,436 | 39,519,640 | 20,301,189 | · | |
| EBITDA | $25M | $-30M | $-107M | $-151M | $-96M | $-10M | $-1M | · |
대차대조표 28
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $74M | $84M | $88M | $177M | $314M | $219M | $90M | $2M | |
| Receivables | $97M | $74M | $65M | $51M | $40M | $29M | $22M | $16M | |
| Prepaid Expense | $18M | $16M | $14M | $11M | $11M | $7M | $5M | $4M | |
| Other Current Assets | · | · | · | · | · | $2M | $891.0K | $564.0K | |
| Current Assets | $280M | $203M | $196M | $262M | $386M | $272M | $132M | $33M | |
| PP&E (Net) | · | · | · | · | · | $27M | $14M | $14M | |
| PP&E (Gross) | · | · | · | · | · | $67M | $50M | $42M | |
| Accum. Depreciation | · | · | · | · | · | $40M | $36M | $28M | |
| Goodwill | $170M | $76M | $76M | $34M | $34M | $8M | $250.0K | $250.0K | |
| Intangibles | $80M | $28M | $32M | $11M | $13M | $3M | $1M | $1M | |
| Other Non-current Assets | $2M | $3M | $3M | $3M | $4M | $2M | $180.0K | $710.0K | |
| Total Assets | $664M | $388M | $370M | $370M | $494M | $327M | $159M | $59M | |
| Accounts Payable | $11M | $6M | $8M | $11M | $5M | $4M | $6M | $4M | |
| Accrued Liabilities | $41M | $37M | $37M | $22M | $20M | $18M | $9M | $6M | |
| Current Liabilities | $183M | $114M | $110M | $79M | $68M | $55M | $35M | $28M | |
| Capital Leases | $1M | $646.0K | $134.0K | $349.0K | $1M | $2M | $0 | $2M | |
| Other Non-current Liabilities | $47.0K | $185.0K | $3M | $0 | · | · | · | · | |
| Total Liabilities | $327M | $124M | $119M | $82M | $77M | $63M | $57M | $64M | |
| Long-term Debt | $3M | $2M | $3M | $246.0K | $360.0K | $2M | $20M | $28M | |
| Total Debt | · | · | · | · | · | · | $19M | · | |
| Common Stock | $620.0K | $601.0K | $577.0K | $542.0K | $521.0K | $449.0K | $366.0K | $20.0K | |
| Paid-in Capital | $1.18B | $1.11B | $1.04B | $927M | $861M | $580M | $386M | $0 | |
| Retained Earnings | $-799M | $-801M | $-743M | $-606M | $-430M | $-312M | $-284M | $-211M | |
| Treasury Stock | $46M | $46M | $46M | $34M | $14M | $5M | $399.0K | $0 | |
| AOCI | $-382.0K | $-51.0K | $0 | · | · | · | · | · | |
| Stockholders' Equity | $337M | $265M | $251M | $288M | $417M | $263M | $102M | $-211M | |
| Liabilities + Equity | $664M | $388M | $370M | $370M | $494M | $327M | $159M | $59M | |
| Shares Outstanding | · | · | · | 54,187,172 | 52,095,964 | 44,880,883 | 36,610,763 | 1,994,721 |
현금 흐름 14
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| D&A | $31M | $28M | $29M | $25M | $21M | $16M | $14M | $12M | |
| Stock-based Comp | $67M | $67M | $72M | $59M | $36M | $13M | $6M | $1M | |
| Amort. of Intangibles | $5M | $3M | $2M | $1M | $653.0K | $254.0K | $238.0K | $33.0K | |
| Other Non-cash | $-22M | $-4M | $3M | $2M | $-14M | $785.0K | $1M | · | |
| Operating Cash Flow | $79M | $32M | $-32M | $-90M | $-75M | $3M | $826.0K | $-2M | |
| CapEx | $11M | $9M | $6M | $5M | $18M | $11M | $7M | $5M | |
| Investing Cash Flow | $-162M | $-24M | $-40M | $-26M | $-65M | $-25M | $-12M | $-11M | |
| Stock Issued | · | · | $0 | $0 | $246M | $175M | $131M | $0 | |
| Net Stock Activity | · | · | $0 | $0 | $246M | $175M | · | · | |
| Financing Cash Flow | $73M | $-11M | $-17M | $-21M | $235M | $151M | $100M | $4M | |
| Net Change in Cash | $-10M | $-3M | $-89M | $-137M | $95M | $128M | $89M | $-9M | |
| Taxes Paid | $2M | · | · | · | · | · | · | · | |
| Free Cash Flow | $68M | $24M | $-38M | $-95M | $-93M | $-8M | $-6M | · | |
| Levered FCF | · | · | $-40M | $-96M | $-94M | $-10M | · | · |
수익성 7
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -1.4% | -13.8% | -38.3% | -62.8% | -54.8% | -17.3% | -12.3% | · | |
| Net Margin | 0.48% | -13.9% | -38.4% | -62.7% | -55.4% | -18.4% | -16.3% | · | |
| Pretax Margin | -1.9% | -13.3% | -38.0% | -62.5% | -55.3% | -18.3% | -17.7% | · | |
| EBITDA Margin | 5.2% | -7.2% | -30.0% | -53.8% | -44.8% | -6.6% | -1.1% | · | |
| ROA | 0.44% | -15.4% | -37.0% | -40.8% | -28.8% | -11.2% | -18.6% | · | |
| ROE | 0.73% | -22.5% | -53.0% | -57.9% | -27.0% | -10.2% | -19.9% | · | |
| ROIC | 0.51% | -23.0% | -54.9% | -61.5% | -28.0% | -9.8% | -11.6% | · |
유동성 및 지급능력 5
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.8 | 1.8 | 3.3 | 5.6 | 5.0 | 3.7 | · | |
| Quick Ratio | 0.9 | 1.4 | 1.4 | 2.9 | 5.2 | 4.5 | 3.2 | · | |
| Debt / Equity | · | · | · | · | · | · | 0.2 | · | |
| LT Debt / Equity | · | · | · | · | · | · | 0.2 | · | |
| Interest Coverage | · | · | -73.6 | -125.1 | -100.4 | -15.1 | · | · |
효율성 2
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 1.1 | 1.0 | 0.6 | 0.5 | 0.6 | 1.1 | · | |
| Receivables Turnover | 5.6 | 6.1 | 6.1 | 6.1 | 6.2 | 5.8 | 6.6 | · |
성장률 3
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 14.5% | 17.8% | 26.8% | 31.7% | 43.4% | · | · | · | |
| Revenue CAGR 3Y | 19.6% | 25.3% | 33.8% | · | · | · | · | · | |
| Revenue CAGR 5Y | 26.5% | · | · | · | · | · | · | · |
가치 평가 (TTM) 14
| 지표 | 추세 | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $481M | $420M | $356M | $281M | $213M | $149M | $125M | · | |
| Net Income TTM | $2M | $-59M | $-137M | $-176M | $-118M | $-27M | $-20M | · | |
| Market Cap | · | · | · | · | · | $2.93B | $1.13B | · | |
| Enterprise Value | · | · | · | · | · | · | $1.06B | · | |
| P/E | 335.8 | -27.9 | -10.2 | -11.2 | -13.2 | -94.6 | -6.9 | · | |
| P/S | · | · | · | · | · | 19.7 | 9.1 | · | |
| P/B | · | · | · | · | · | 11.1 | 11.1 | · | |
| P / Tangible Book | · | · | · | · | · | 11.6 | · | · | |
| P / Cash Flow | · | · | · | · | · | 1013.9 | 1374.0 | · | |
| P / FCF | · | · | · | · | · | -350.9 | -183.4 | · | |
| EV / EBITDA | · | · | · | · | · | · | -774.4 | · | |
| EV / FCF | · | · | · | · | · | · | -171.9 | · | |
| EV / Revenue | · | · | · | · | · | · | 8.5 | · | |
| Earnings Yield | 0.30% | -3.6% | -9.8% | -9.0% | -7.6% | -1.1% | -14.5% | · |
손익계산서 16
| 지표 | 추세 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $131M | $127M | $120M | $117M | $116M | $110M | $107M | $102M | $101M | $95M | $92M | $86M | $84M | $77M | $73M | $68M | |
| R&D Expense | $28M | $31M | $29M | $29M | $32M | $30M | $29M | $30M | $29M | $30M | $29M | $27M | $26M | $25M | $23M | $23M | |
| SG&A Expense | $18M | $27M | $17M | $19M | $16M | $18M | $20M | $19M | $19M | $19M | $20M | $21M | $20M | $20M | $20M | $20M | |
| Operating Expenses | $124M | $133M | $117M | $119M | $119M | $117M | $121M | $119M | $121M | $125M | $124M | $123M | $122M | $116M | $113M | $114M | |
| Operating Income | $7M | $-6M | $4M | $-2M | $-3M | $-8M | $-14M | $-17M | $-19M | $-30M | $-32M | $-37M | $-38M | $-40M | $-40M | $-46M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $517.0K | $420.0K | $293.0K | · | $456.0K | $292.0K | |
| Interest Income | $297.0K | $269.0K | $700.0K | $999.0K | $205.0K | $605.0K | $626.0K | $654.0K | $792.0K | $808.0K | $1M | $1M | $1M | $2M | $517.0K | $86.0K | |
| Other Non-op | $-7.0K | $1M | $1M | $336.0K | $338.0K | $2M | $-144.0K | $-86.0K | $-31.0K | $83.0K | $-47.0K | $50.0K | $-42.0K | $29.0K | $-211.0K | $38.0K | |
| Pretax Income | $5M | $-10M | $5M | $-563.0K | $-3M | $-5M | $-14M | $-17M | $-19M | $-30M | $-32M | $-36M | $-37M | $-38M | $-40M | $-47M | |
| Income Tax | $2M | $-12M | $854.0K | $-1M | $735.0K | $1M | $442.0K | $750.0K | $510.0K | $217.0K | $372.0K | $648.0K | $306.0K | $-171.0K | $206.0K | $213.0K | |
| Net Income | $3M | $1M | $4M | $654.0K | $-4M | $-6M | $-14M | $-18M | $-20M | $-31M | $-32M | $-37M | $-38M | $-38M | $-40M | $-47M | |
| EPS (Basic) | $0.05 | $0.03 | $0.07 | $0.01 | $-0.07 | $-0.11 | $-0.25 | $-0.31 | $-0.35 | $-0.55 | $-0.58 | $-0.68 | $-0.70 | $-0.72 | $-0.76 | $-0.89 | |
| EPS (Diluted) | $0.05 | $0.03 | $0.07 | $0.01 | $-0.07 | $-0.11 | $-0.25 | $-0.31 | $-0.35 | $-0.55 | $-0.58 | $-0.68 | $-0.70 | $-0.72 | $-0.76 | $-0.89 | |
| Shares (Basic) | 60,944,962 | -118,783,192 | 60,008,780 | 59,591,545 | 58,920,782 | -114,471,174 | 57,891,591 | 57,502,959 | 56,666,311 | -107,831,394 | 55,251,074 | 53,794,060 | 53,347,709 | -104,430,429 | 52,606,400 | 52,325,209 | |
| Shares (Diluted) | 62,040,865 | -120,671,564 | 61,559,849 | 61,685,811 | 58,920,782 | -114,471,174 | 57,891,591 | 57,502,959 | 56,666,311 | -107,831,394 | 55,251,074 | 53,794,060 | 53,347,709 | -104,430,429 | 52,606,400 | 52,325,209 | |
| EBITDA | $17M | · | $11M | $6M | $4M | · | $-7M | $-10M | $-13M | · | $-32M | $-37M | $-31M | · | $-40M | $-46M |
대차대조표 23
| 지표 | 추세 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | $74M | $106M | $98M | $91M | $84M | $82M | $82M | $80M | · | $103M | $128M | $150M | · | $210M | $241M | |
| Receivables | $90M | $97M | $88M | $77M | $75M | $74M | $71M | $61M | $66M | · | $57M | $54M | $53M | · | $44M | $47M | |
| Prepaid Expense | $16M | $18M | $20M | $18M | $16M | $16M | $11M | $12M | $14M | · | $14M | $12M | $10M | · | $11M | $8M | |
| Current Assets | $267M | $280M | $241M | $223M | $215M | $203M | $190M | $181M | $191M | · | $199M | $219M | $240M | · | $287M | $316M | |
| Goodwill | $170M | $170M | $76M | $76M | $76M | $76M | $76M | $76M | $76M | $76M | $75M | $41M | $34M | $34M | $34M | $34M | |
| Intangibles | $77M | $80M | $26M | $26M | $27M | $28M | $29M | $30M | $31M | · | $33M | $13M | $11M | · | $12M | $12M | |
| Other Non-current Assets | $7M | $2M | $3M | $4M | $3M | $3M | $2M | $2M | $3M | · | $2M | $2M | $3M | · | $4M | $4M | |
| Total Assets | $666M | $664M | $423M | $409M | $400M | $388M | $376M | $362M | $372M | · | $375M | $340M | $354M | · | $397M | $426M | |
| Accounts Payable | $12M | $11M | $6M | $7M | $3M | $6M | $16M | $7M | $7M | · | $11M | $8M | $8M | · | $11M | $10M | |
| Accrued Liabilities | $31M | $41M | $31M | $35M | $34M | $37M | $29M | $33M | $33M | · | $28M | $28M | $23M | · | $20M | $18M | |
| Current Liabilities | $152M | $183M | $99M | $105M | $111M | $114M | $109M | $102M | $108M | · | $98M | $85M | $83M | · | $73M | $72M | |
| Capital Leases | $891.0K | $1M | $132.0K | $179.0K | $401.0K | $646.0K | $840.0K | $1M | $512.0K | · | $174.0K | $216.0K | $257.0K | · | $461.0K | $633.0K | |
| Other Non-current Liabilities | $75.0K | $47.0K | $41.0K | $45.0K | $246.0K | $185.0K | $133.0K | $76.0K | $1M | · | $4M | · | · | · | · | · | |
| Total Liabilities | $307M | $327M | $103M | $111M | $118M | $124M | $121M | $111M | $119M | · | $110M | $93M | $90M | · | $77M | $78M | |
| Long-term Debt | $612.0K | $3M | $964.0K | $1M | $2M | · | $2M | $3M | $3M | · | $4M | $4M | $309.0K | · | $183.0K | $158.0K | |
| Common Stock | $632.0K | $620.0K | $616.0K | $611.0K | $608.0K | $601.0K | $594.0K | $591.0K | $587.0K | · | $570.0K | $554.0K | $548.0K | · | $534.0K | $531.0K | |
| Paid-in Capital | $1.20B | $1.18B | $1.17B | $1.15B | $1.13B | $1.11B | $1.09B | $1.08B | $1.06B | · | $1.02B | $971M | $947M | · | $912M | $896M | |
| Retained Earnings | $-796M | $-799M | $-800M | $-805M | $-805M | $-801M | $-795M | $-781M | $-763M | · | $-712M | $-680M | $-644M | · | $-568M | $-528M | |
| Treasury Stock | $47M | $46M | $46M | $46M | $46M | $46M | $46M | $46M | $46M | · | $46M | $44M | $41M | · | $24M | $20M | |
| AOCI | $-571.0K | $-382.0K | $-360.0K | $112.0K | $384.0K | $-51.0K | $-5.0K | $-2.0K | $1.0K | · | · | · | · | · | · | · | |
| Stockholders' Equity | $359M | $337M | $320M | $298M | $282M | $265M | $255M | $251M | $253M | $251M | $265M | $247M | $264M | $288M | $320M | $348M | |
| Liabilities + Equity | $666M | $664M | $423M | $409M | $400M | $388M | $376M | $362M | $372M | · | $375M | $340M | $354M | · | $397M | $426M | |
| Shares Outstanding | · | · | · | · | · | · | · | · | · | · | 56,964,279 | 55,364,795 | · | · | 53,396,354 | 53,072,838 |
현금 흐름 12
| 지표 | 추세 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $10M | $10M | $7M | $7M | $7M | $7M | $7M | $7M | $7M | $8M | $7M | $7M | $7M | $7M | $7M | $6M | |
| Stock-based Comp | $14M | $18M | $16M | $16M | $17M | $17M | $17M | $16M | $17M | $18M | $18M | $19M | $17M | $15M | $15M | $15M | |
| Amort. of Intangibles | $3M | $2M | $870.0K | $871.0K | $870.0K | $0 | $2M | $871.0K | $870.0K | $881.0K | $788.0K | $364.0K | $343.0K | $343.0K | $341.0K | $344.0K | |
| Other Non-cash | $-3M | · | $-12M | $-9M | $-5M | · | $-3M | $5M | $-5M | · | · | · | $-256.0K | · | · | · | |
| Operating Cash Flow | $24M | $34M | $15M | $15M | $15M | $16M | $6M | $11M | $-721.0K | $-3M | $-6M | $-9M | $-14M | $-16M | $-21M | $-20M | |
| CapEx | $4M | $3M | $3M | $2M | $4M | $3M | $616.0K | $4M | $876.0K | $2M | $1M | $755.0K | $1M | $704.0K | $1M | $849.0K | |
| Investing Cash Flow | $5M | $-143M | $-7M | $-5M | $-7M | $-7M | $-4M | $-7M | $-5M | $-8M | $-16M | $-10M | $-6M | $-7M | $-7M | $-6M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Financing Cash Flow | $-26M | $77M | $-667.0K | $-2M | $-838.0K | $-7M | $-2M | $-1M | $-2M | $-5M | $-2M | $-3M | $-7M | $-10M | $-4M | $-3M | |
| Net Change in Cash | $3M | $-33M | $8M | $7M | $7M | $2M | $-58.0K | $2M | $-8M | $-16M | $-24M | $-22M | $-27M | $-33M | $-31M | $-28M | |
| Free Cash Flow | $20M | · | $12M | $13M | $11M | · | $5M | $7M | $-2M | · | · | · | $-15M | · | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | · | $-15M | · | · | · |
수익성 7
| 지표 | 추세 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 5.1% | · | 3.1% | -1.3% | -2.8% | · | -13.0% | -16.9% | -19.2% | · | -35.0% | -43.1% | -45.2% | · | -54.5% | -68.3% | |
| Net Margin | 2.3% | · | 3.5% | 0.56% | -3.4% | · | -13.5% | -17.6% | -19.5% | · | -34.9% | -42.8% | -44.8% | · | -54.9% | -68.8% | |
| Pretax Margin | 3.6% | · | 4.3% | -0.48% | -2.7% | · | -13.1% | -16.9% | -19.0% | · | -34.5% | -42.1% | -44.4% | · | -54.7% | -68.5% | |
| EBITDA Margin | 12.8% | · | 9.3% | 5.0% | 3.1% | · | -6.3% | -9.7% | -12.6% | · | -35.0% | -43.1% | -36.9% | · | -54.5% | -68.3% | |
| ROA | 0.56% | · | 1.1% | 0.17% | -1.0% | · | -3.8% | -5.1% | -5.4% | · | -8.3% | -9.6% | -9.2% | · | -8.7% | -9.6% | |
| ROE | 0.92% | · | 1.5% | 0.24% | -1.5% | · | -5.5% | -7.2% | -7.6% | · | -10.9% | -12.3% | -11.6% | · | -10.3% | -11.2% | |
| ROIC | 1.2% | · | 0.97% | 0.59% | -1.4% | · | -5.6% | -7.1% | -7.9% | · | -12.2% | -15.2% | -14.5% | · | -12.5% | -13.4% |
유동성 및 지급능력 3
| 지표 | 추세 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | · | 2.4 | 2.1 | 1.9 | · | 1.7 | 1.8 | 1.8 | · | 2.0 | 2.6 | 2.9 | · | 3.9 | 4.4 | |
| Quick Ratio | 0.6 | · | 2.0 | 1.7 | 1.5 | · | 1.4 | 1.4 | 1.3 | · | 1.6 | 2.1 | 2.4 | · | 3.5 | 4.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | -62.0 | -88.0 | -129.4 | · | -87.3 | -158.7 |
효율성 2
| 지표 | 추세 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.1 | |
| Receivables Turnover | 1.6 | · | 1.5 | 1.7 | 1.6 | · | 1.7 | 1.8 | 1.7 | · | 1.8 | 1.7 | 1.7 | · | 1.8 | 1.8 |
가치 평가 (TTM) 8
| 지표 | 추세 | Q1 2027 | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $484M | · | $460M | $442M | $426M | · | $402M | $381M | $363M | · | $334M | $311M | $288M | · | $260M | $238M | |
| Net Income TTM | $4M | · | $-13M | $-36M | $-56M | · | $-84M | $-106M | $-126M | · | $-146M | $-161M | $-176M | · | $-174M | $-159M | |
| Market Cap | · | · | · | · | · | · | · | · | · | · | $778M | $1.76B | · | · | $1.46B | $1.25B | |
| P/E | 153.5 | · | -94.3 | -43.5 | -25.5 | · | -12.3 | -13.0 | -9.0 | · | -5.0 | -10.5 | -9.5 | · | -8.2 | -7.7 | |
| P/S | · | · | · | · | · | · | · | · | · | · | 2.3 | 5.7 | · | · | 5.6 | 5.2 | |
| P/B | · | · | · | · | · | · | · | · | · | · | 2.9 | 7.1 | · | · | 4.6 | 3.6 | |
| P / Tangible Book | · | · | · | · | · | · | · | · | · | · | 5.0 | 9.1 | · | · | 5.3 | 4.1 | |
| Earnings Yield | 0.65% | · | -1.1% | -2.3% | -3.9% | · | -8.2% | -7.7% | -11.1% | · | -19.9% | -9.6% | -10.6% | · | -12.3% | -13.1% |
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
손익계산서
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| 매출 | $481M | $420M | $356M | $281M | $213M |
| 영업이익률 % | -1.4% | -13.8% | -38.3% | -62.8% | -54.8% |
| 순이익 | $2M | $-59M | $-137M | $-176M | $-118M |
| 희석 EPS | $0.04 | $-1.02 | $-2.51 | $-3.36 | $-2.37 |
대차대조표
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| 유동비율 | 1.5 | 1.8 | 1.8 | 3.3 | 5.6 |
| 당좌 비율 | 0.9 | 1.4 | 1.4 | 2.9 | 5.2 |
현금 흐름
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 | |
|---|---|---|---|---|---|
| 잉여현금흐름 | $68M | $24M | $-38M | $-95M | $-93M |
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) 252개의 제출자 · $423.4M 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 |
|---|---|---|---|---|
| 42 (-35 이전 분기 대비) | 50 (+2 이전 분기 대비) | 91 (+7 이전 분기 대비) | 57 (-3 이전 분기 대비) | +1.8M |
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 |
|---|---|---|---|---|
| Pale Fire Capital SE | $91,831,345 | 8,924,329 | 21.69% | 주식 |
| AQR CAPITAL MANAGEMENT LLC | $31,618,546 | 3,072,745 | 7.47% | 주식 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $30,745,563 | 2,987,907 | 7.26% | 주식 |
| VANGUARD CAPITAL MANAGEMENT LLC | $26,228,850 | 2,548,965 | 6.20% | 주식 |
| STATE STREET CORP | $16,232,094 | 1,577,463 | 3.83% | 주식 |
| ALGERT GLOBAL LLC | $12,404,399 | 1,205,481 | 2.93% | 주식 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $11,460,817 | 1,113,782 | 2.71% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $11,454,180 | 1,112,832 | 2.71% | 주식 |
| OP Asset Management Ltd | $7,263,443 | 705,874 | 1.72% | 주식 |
| BNP PARIBAS FINANCIAL MARKETS | $7,184,200 | 698,173 | 1.70% | 주식 |
| Rock Springs Capital Management LP | $7,171,101 | 696,900 | 1.69% | 주식 |
| Whetstone Capital Advisors, LLC | $6,480,148 | 629,752 | 1.53% | 주식 |
| GOLDMAN SACHS GROUP INC | $6,048,400 | 587,794 | 1.43% | 주식 |
| Connor, Clark & Lunn Investment Management Ltd. | $5,586,359 | 542,892 | 1.32% | 주식 |
| BlackRock, Inc. | $5,398,124 | 524,599 | 1.28% | 주식 |
| Qube Research & Technologies Ltd | $5,327,822 | 517,767 | 1.26% | 주식 |
| Point72 Asset Management, L.P. | $4,981,543 | 484,115 | 1.18% | 주식 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4,871,924 | 473,462 | 1.15% | 주식 |
| FMR LLC | $4,758,219 | 462,412 | 1.12% | 주식 |
| BANK OF AMERICA CORP /DE/ | $4,507,658 | 438,062 | 1.06% | 주식 |
| PANAGORA ASSET MANAGEMENT INC | $4,372,489 | 424,926 | 1.03% | 주식 |
| D. E. Shaw & Co., Inc. | $4,360,964 | 423,806 | 1.03% | 주식 |
| VANGUARD FIDUCIARY TRUST CO | $4,155,791 | 403,867 | 0.98% | 주식 |
| CITADEL ADVISORS LLC | $4,100,658 | 398,509 | 0.97% | 주식 |
| IEQ CAPITAL, LLC | $3,689,345 | 358,537 | 0.87% | 주식 |
| TUDOR INVESTMENT CORP ET AL | $3,497,530 | 339,896 | 0.83% | 주식 |
| CAMBIAR INVESTORS LLC | $3,495,482 | 339,697 | 0.83% | 주식 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $3,344,250 | 325,000 | 0.79% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $2,934,008 | 285,132 | 0.69% | 주식 |
| VICTORY CAPITAL MANAGEMENT INC | $2,812,720 | 273,345 | 0.66% | 주식 |
| MOORE CAPITAL MANAGEMENT, LP | $2,744,096 | 266,676 | 0.65% | 주식 |
| MILLENNIUM MANAGEMENT LLC | $2,635,382 | 256,111 | 0.62% | 주식 |
| Quantinno Capital Management LP | $2,306,617 | 224,161 | 0.54% | 주식 |
| FRANKLIN RESOURCES INC | $2,302,223 | 223,734 | 0.54% | 주식 |
| NORDEA INVESTMENT MANAGEMENT AB | $1,938,143 | 190,950 | 0.46% | 주식 |
| Numerai GP LLC | $1,934,983 | 188,045 | 0.46% | 주식 |
| PRINCIPAL FINANCIAL GROUP INC | $1,801,079 | 175,032 | 0.43% | 주식 |
| STATE OF WISCONSIN INVESTMENT BOARD | $1,800,400 | 174,966 | 0.43% | 주식 |
| Polymer Capital Management (US) LLC | $1,686,428 | 163,890 | 0.40% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,672,218 | 162,509 | 0.39% | 주식 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $1,655,692 | 160,903 | 0.39% | 주식 |
| Mariner, LLC | $1,623,618 | 157,786 | 0.38% | 주식 |
| Susquehanna Portfolio Strategies, LLC | $1,622,424 | 157,670 | 0.38% | 주식 |
| PEAK6 LLC | $1,601,124 | 155,600 | 0.38% | 콜 옵션 |
| Balyasny Asset Management L.P. | $1,479,095 | 143,741 | 0.35% | 주식 |
| Bellevue Group AG | $1,445,694 | 140,495 | 0.34% | 주식 |
| Allianz Asset Management GmbH | $1,410,396 | 168,305 | 0.33% | 주식 |
| MACKENZIE FINANCIAL CORP | $1,397,752 | 135,836 | 0.33% | 주식 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | $1,395,187 | 166,490 | 0.33% | 주식 |
| Man Group plc | $1,395,159 | 135,584 | 0.33% | 주식 |
| OCCUDO QUANTITATIVE STRATEGIES LP | $1,342,526 | 130,469 | 0.32% | 주식 |
| Vanguard Global Advisers, LLC | $1,334,284 | 129,668 | 0.32% | 주식 |
| Corient Private Wealth LP | $1,238,710 | 120,380 | 0.29% | 주식 |
| Palogic Value Management, L.P. | $1,236,621 | 120,177 | 0.29% | 주식 |
| Walleye Capital LLC | $1,224,788 | 119,027 | 0.29% | 주식 |
| MORGAN STANLEY | $1,131,921 | 110,002 | 0.27% | 주식 |
| J. Goldman & Co LP | $1,029,000 | 100,000 | 0.24% | 콜 옵션 |
| BOOTHBAY FUND MANAGEMENT, LLC | $1,005,611 | 97,727 | 0.24% | 주식 |
| MERCER GLOBAL ADVISORS INC /ADV | $997,008 | 96,891 | 0.24% | 주식 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $981,868 | 58,030 | 0.23% | 주식 |
| LPL Financial LLC | $958,832 | 93,181 | 0.23% | 주식 |
| Swiss National Bank | $941,535 | 91,500 | 0.22% | 주식 |
| HSBC HOLDINGS PLC | $909,796 | 87,903 | 0.21% | 주식 |
| TWO SIGMA INVESTMENTS, LP | $901,857 | 87,644 | 0.21% | 주식 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $894,155 | 99,426 | 0.21% | 주식 |
| CITADEL ADVISORS LLC | $864,360 | 84,000 | 0.20% | 콜 옵션 |
| Bank of New York Mellon Corp | $844,521 | 82,072 | 0.20% | 주식 |
| VANGUARD GROUP INC | $839,604 | 49,622 | 0.20% | 주식 |
| SCHWARTZ INVESTMENT COUNSEL INC | $809,823 | 78,700 | 0.19% | 주식 |
| KING LUTHER CAPITAL MANAGEMENT CORP | $792,330 | 77,000 | 0.19% | 주식 |
| AMERIPRISE FINANCIAL INC | $771,308 | 74,957 | 0.18% | 주식 |
| Schonfeld Strategic Advisors LLC | $750,498 | 72,935 | 0.18% | 주식 |
| CWM, LLC | $742,175 | 88,565 | 0.18% | 주식 |
| Y-Intercept (Hong Kong) Ltd | $717,192 | 69,698 | 0.17% | 주식 |
| RHUMBLINE ADVISERS | $707,054 | 68,714 | 0.17% | 주식 |
| AXQ CAPITAL, LP | $689,430 | 67,000 | 0.16% | 주식 |
| ALLSTATE CORP | $670,723 | 65,182 | 0.16% | 주식 |
| XTX Topco Ltd | $664,034 | 64,532 | 0.16% | 주식 |
| ALLIANCEBERNSTEIN L.P. | $657,830 | 78,500 | 0.16% | 주식 |
| VOYA INVESTMENT MANAGEMENT LLC | $630,304 | 61,254 | 0.15% | 주식 |
| Arax Advisory Partners | $628,915 | 61,119 | 0.15% | 주식 |
| Jefferies Financial Group Inc. | $612,255 | 59,500 | 0.14% | 풋 옵션 |
| Jefferies Financial Group Inc. | $586,530 | 57,000 | 0.14% | 주식 |
| NATIXIS | $565,950 | 55,000 | 0.13% | 주식 |
| Campbell & CO Investment Adviser LLC | $544,135 | 52,880 | 0.13% | 주식 |
| Inspire Investing, LLC | $537,007 | 64,082 | 0.13% | 주식 |
| CITADEL ADVISORS LLC | $493,920 | 48,000 | 0.12% | 풋 옵션 |
| Brevan Howard Capital Management LP | $477,271 | 46,382 | 0.11% | 주식 |
| BARCLAYS PLC | $471,231 | 45,795 | 0.11% | 주식 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $461,897 | 55,119 | 0.11% | 주식 |
| Freestone Grove Partners LP | $447,502 | 43,489 | 0.11% | 주식 |
| PRELUDE CAPITAL MANAGEMENT, LLC | $437,150 | 42,483 | 0.10% | 주식 |
| ExodusPoint Capital Management, LP | $422,003 | 41,011 | 0.10% | 주식 |
| CAPTRUST FINANCIAL ADVISORS | $408,297 | 39,679 | 0.10% | 주식 |
| FIRST TRUST ADVISORS LP | $391,164 | 38,014 | 0.09% | 주식 |
| FOX RUN MANAGEMENT, L.L.C. | $389,085 | 37,812 | 0.09% | 주식 |
| VANGUARD ASSET MANAGEMENT, Ltd | $378,538 | 36,787 | 0.09% | 주식 |
| Jain Global LLC | $372,128 | 36,164 | 0.09% | 주식 |
| TWO SIGMA ADVISERS, LP | $333,324 | 19,700 | 0.08% | 주식 |
| Focus Partners Wealth | $329,702 | 32,041 | 0.08% | 주식 |
회사 내부자 22 명의 내부자 · 12 임원 · 11 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Chaim Indig | Chief Executive Officer | 2026년 4월 9일 F | 1,389,595 | 0 | 7 | $-3,773,603 |
| Balaji Gandhi | Chief Financial Officer | 2026년 4월 9일 F | 156,931 | 0 | 7 | $-676,752 |
| Thomas Altier | Chief Financial Officer | 2021년 2월 19일 S | 80,879 | 0 | 0 | $0 |
| David Linetsky | President, Network Solutions | 2026년 8월 14일 F | 11,883 | 0 | 13 | $-945,751 |
| Evan Roberts | President, Provider Solutions | 2026년 4월 9일 F | 842,501 | 0 | 7 | $-1,925,387 |
| Yvonne Hui | Principal Accounting Officer | 2026년 7월 16일 S | 21,724 | 0 | 11 | $-190,344 |
| Allison C Hoffman | General Counsel & Secretary | 2026년 6월 30일 A | 158,574 | 0 | 9 | $-591,316 |
| Amy Beth Vanduyn | SVP, Human Resources | 2026년 4월 9일 F | 168,907 | 0 | 6 | $-710,907 |
| Janet Gunzburg | Principal Accounting Officer | 2024년 6월 21일 S | 34,820 | 0 | 0 | $0 |
| Charles Kallenbach | General Counsel & Secretary | 2020년 8월 17일 M | 39,150 | 0 | 0 | $0 |
| Daniel Nathan | Chief Technology Officer | 2020년 7월 31일 M | 56,392 | 0 | 0 | $0 |
| Michael J. Davidoff | SVP, Marketing and Business Development. | 2020년 6월 11일 M | 124,087 | 0 | 0 | $0 |
| Gillian Munson | 이사 | 2026년 7월 31일 A | 66,789 | 0 | 0 | $0 |
| Lainie Goldstein | 이사 | 2026년 7월 31일 A | 70,862 | 0 | 0 | $0 |
| Lisa Egbuonu-Davis | 이사 | 2026년 7월 14일 S | 37,780 | 0 | 2 | $-29,998 |
| Ramin Sayar | 이사 | 2026년 6월 24일 A | 52,725 | 0 | 0 | $0 |
| Mark Douglas Smith | 이사 | 2026년 6월 24일 A | 56,643 | 0 | 0 | $0 |
| Jon Kessler | 이사 | 2026년 6월 24일 A | 43,884 | 0 | 0 | $0 |
| Edward L Cahill | 이사 | 2026년 4월 30일 A | 65,613 | 0 | 0 | $0 |
| Michael Weintraub | 이사 | 2025년 8월 25일 M | 165,116 | 0 | 1 | $-300,000 |
| Cheryl Pegus | 이사 | 2020년 12월 16일 M | 16,775 | 0 | 0 | $0 |
| Scott Perricelli | 이사 | 2020년 6월 11일 J | 21,543 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
행동주의자 및 5% 이상 소유자 1 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 |
|---|---|---|---|---|---|
| Pale Fire Capital SICAV a.s., Pale Fire Capital investicni spolecnost a.s., Pale Fire Capital SE, Senkypl Dusan, Barta Jan ×3 제출 서류 | 2026년 4월 2일 | 14.70% | 수정본 | — | 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 32 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 |
|---|---|---|---|---|
| AFSM · First Trust Exchange-Traded Fund VI… | 0.34% | 33,964 NS | 2026년 5월 31일 | N-PORT |
| IHF · iShares Trust | 0.10% | 104,132 SH | 2026년 8월 19일 | 일간 |
| VFVA · VANGUARD WELLINGTON FUND | 0.09% | 74,746 SH | 2026년 8월 19일 | 일간 |
| GSSC · Goldman Sachs ETF Trust | 0.08% | 83,940 NS | 2026년 5월 31일 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0.08% | 173,056 NS | 2026년 6월 30일 | N-PORT |
| ESSC · Strategy Shares | 0.07% | 1,869 NS | 2026년 4월 30일 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.03% | 86,672 SH | 2026년 8월 19일 | 일간 |
| IWO · iShares Trust | 0.03% | 377,428 SH | 2026년 8월 19일 | 일간 |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.03% | 20,690 NS | 2026년 4월 30일 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.02% | 286,065 SH | 2026년 8월 19일 | 일간 |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.02% | 43,775 SH | 2026년 8월 19일 | 일간 |
| IWM · iShares Trust | 0.02% | 1,306,532 SH | 2026년 8월 19일 | 일간 |
| RSSL · Global X Funds | 0.02% | 25,461 NS | 2026년 4월 30일 | N-PORT |
| ITWO · ProShares Trust | 0.01% | 2,729 NS | 2026년 5월 31일 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.01% | 281,827 NS | 2026년 5월 31일 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.01% | 163,754 NS | 2026년 4월 30일 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 651,080 SH | 2026년 8월 19일 | 일간 |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.01% | 7,607 SH | 2026년 8월 19일 | 일간 |
| VHT · VANGUARD WORLD FUND | 0.01% | 138,209 SH | 2026년 8월 19일 | 일간 |
| FHLC · FIDELITY COVINGTON TRUST | 0.01% | 27,318 NS | 2026년 4월 30일 | N-PORT |
| UWM · ProShares Trust | 0.01% | 2,135 NS | 2026년 5월 31일 | N-PORT |
| IWN · iShares Trust | 0.01% | 91,431 SH | 2026년 8월 19일 | 일간 |
| URTY · ProShares Trust | 0.01% | 2,157 NS | 2026년 5월 31일 | N-PORT |
| WSML · iShares Trust | 0.01% | 3,287 SH | 2026년 8월 19일 | 일간 |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.00% | 2,224 NS | 2026년 5월 31일 | N-PORT |
| HDG · ProShares Trust | 0.00% | 54 NS | 2026년 5월 31일 | N-PORT |
| ITOT · iShares Trust | 0.00% | 83,069 SH | 2026년 8월 19일 | 일간 |
| TILT · FlexShares Trust | 0.00% | 2,310 NS | 2026년 4월 30일 | N-PORT |
| IWV · iShares Trust | 0.00% | 13,044 SH | 2026년 8월 19일 | 일간 |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 21,203 NS | 2026년 5월 31일 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 1,836,842 SH | 2026년 8월 19일 | 일간 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 4,522 SH | 2026년 8월 19일 | 일간 |