UPST Upstart Holdings, Inc. - Common stock
$29.24
가격 · 8월 18, 2026
기준 재무 정보 8월 5, 2026
52주 범위
$24–$77
10% of range
애널리스트 평점
BUY
21 analysts
목표 주가
$41
+39% upside
P/E (TTM)
63.4
ROE
7.0%
순이익률
5.1%
Upstart Holdings, Inc. - Common stock 정보 위키백과 회사 개요
Upstart is a lending platform based in San Mateo, California. It was first launched in April 2012 with an Income Share Agreement (ISA) product, which enabled individuals to raise money by contracting to share a percent of their future income. In May 2014, Upstart pivoted away from this product and toward the personal loan marketplace. With this pivot, Upstart began offering a traditional 3-year loan, and has since expanded to offer a 5-year loan product as well.
더 보기
Upstart is a lending platform based in San Mateo, California. It was first launched in April 2012 with an Income Share Agreement (ISA) product, which enabled individuals to raise money by contracting to share a percent of their future income. In May 2014, Upstart pivoted away from this product and toward the personal loan marketplace. With this pivot, Upstart began offering a traditional 3-year loan, and has since expanded to offer a 5-year loan product as well.
Upstart developed an income and default prediction model to determine creditworthiness of a potential borrower. This means that in addition to traditional underwriting criteria—FICO score, credit report, and income—the Upstart underwriting considers education variables—colleges attended, area of study, GPA, and standardized test scores—and work history to develop a statistical model of the borrower's financial capacity and personal propensity to repay.
Upstart raised a $1.75M seed round from First Round Capital, Kleiner Perkins Caufield & Byers, New Enterprise Associates, Google Ventures, Crunchfund and Mark Cuban. They subsequently raised a series A round of $5.9M which included new investors Eric Schmidt (Google Executive Chairman), Marc Benioff, Khosla Ventures, Correlation Ventures, Founders Fund, and Collaborative Fund. Upstart raised a Series C round of $35M from Third Point Capital in June 2015, and $32.5M from Rakuten in 2017. Upstart raised a Series D round of $50M from The Progressive Corporation in 2019.
In late 2020, Upstart went public via an initial public offering.
출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗
UPST 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위
가격
$29.23
시가총액
$2.80B
P/E (TTM)
63.4
EPS (TTM)
$0.45
매출 (TTM)
$1.04B
배당 수익률
—
ROE
7.0%
부채/자본
—
52주 범위
$24 – $77
UPST 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
$1.04B
2019-12-31
→
2025-12-31
EPS
$0.45
2019-12-31
→
2025-12-31
잉여현금흐름
$-148M
2021-12-31
→
2025-12-31
마진
5.1%
가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?
지표
5년 추세
UPST
동종업계 중앙값
P/E (TTM)
63.4
12.8
P/S (TTM)
2.7
2.5
P/B
3.5
2.7
Price / FCF (주가 / FCF)
-18.9
—
수익성 총, 영업 및 순이익률; ROE, ROA, ROIC
지표
5년 추세
UPST
동종업계 중앙값
Operating Margin (영업이익률)
4.1%
—
Net Profit Margin (순이익률)
5.1%
17.7%
ROA
2.0%
4.5%
ROE
7.0%
24.9%
재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성
지표
5년 추세
UPST
동종업계 중앙값
성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR
지표
5년 추세
UPST
동종업계 중앙값
Revenue YoY (매출 YoY)
64.0%
—
Revenue CAGR 3Y (매출 CAGR 3년)
7.4%
—
Revenue CAGR 5Y (매출 CAGR 5년)
34.9%
—
자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율
지표
5년 추세
UPST
동종업계 중앙값
UPST 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력
매수
21 명의 애널리스트
- 적극 매수 4 19.0%
- 매수 9 42.9%
- 보유 7 33.3%
- 매도 1 4.8%
- 적극 매도 0 0.0%
12개월 목표 주가
15 명의 애널리스트 · 2026-08-13
중앙값
$40.00
지금
$29.23
저가
$20.00
고가
$61.00
중앙값 목표
$40.00
+36.8%
평균 목표
$40.60
+38.9%
실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일
평균 서프라이즈
0.03%
| 기간 | EPS Actual | EPS 예상 | 서프라이즈 |
|---|---|---|---|
| 2026년 6월 30일 | $0.57 | $0.54 | 0.03% |
| 2026년 3월 31일 | $0.30 | $0.43 | -0.13% |
| 2025년 12월 31일 | $0.46 | $0.47 | -0.01% |
| 2025년 9월 30일 | $0.52 | $0.43 | 0.09% |
| 2025년 6월 30일 | $0.36 | $0.26 | 0.10% |
| 2025년 3월 31일 | $0.30 | $0.18 | 0.12% |
동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업
| 티커 | 시가총액 | P/E | 매출 YoY | 순이익률 | ROE | 매출 총이익률 |
|---|---|---|---|---|---|---|
| UPST | $4.29B | 97.2 | 64.0% | 5.1% | 7.0% | — |
| CACC | $4.74B | 12.2 | 7.2% | 18.3% | 27.5% | — |
| SLM | $5.39B | 7.8 | 7.3% | 37.5% | 30.9% | — |
| NNI | — | 11.3 | 21.1% | 120.9% | 12.2% | — |
| DAVE | — | — | — | — | — | — |
| BFH | $3.26B | 6.8 | — | 12.8% | 16.0% | — |
| HAPN | — | — | — | — | — | — |
| ECPG | $1.18B | 5.0 | 34.4% | 14.5% | 27.4% | — |
| EZPW | $1.16B | 13.4 | 9.7% | 8.6% | 11.7% | 58.6% |
| PRG | $2.42B | 8.2 | 0.42% | 6.1% | 20.8% | — |
| ATLC | — | — | — | — | — | — |
전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름
손익계산서 15
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.04B | $637M | $514M | $842M | $849M | $233M | $164M | |
| R&D Expense | $258M | $254M | $280M | $237M | $134M | $39M | $19M | |
| SG&A Expense | $254M | $231M | $212M | $185M | $123M | $46M | $32M | |
| Operating Expenses | $1.00B | $809M | $770M | $956M | $708M | $222M | $169M | |
| Operating Income | $43M | $-173M | $-257M | $-114M | $141M | $12M | $-5M | |
| Interest Expense | · | · | $35M | $11M | $3M | $8M | $26M | |
| Interest Income | $204M | $186M | $169M | $106M | $21M | $26M | $63M | |
| Other Non-op | $24M | $19M | $21M | $9M | $-5M | $6M | $1M | |
| Income Tax | $728.0K | $185.0K | $107.0K | $-409.0K | $-2M | $371.0K | $74.0K | |
| Net Income | $54M | $-129M | $-240M | $-109M | $135M | $6M | $-466.0K | |
| EPS (Basic) | $0.56 | $-1.44 | $-2.87 | $-1.31 | $1.73 | $0.00 | $-0.03 | |
| EPS (Diluted) | $0.45 | $-1.44 | $-2.87 | $-1.31 | $1.43 | $0.00 | $-0.03 | |
| Shares (Basic) | 96,030,558 | 89,450,038 | 83,765,896 | 82,771,268 | 78,106,359 | 17,513,670 | 14,335,611 | |
| Shares (Diluted) | 107,492,735 | 89,450,038 | 83,765,896 | 82,771,268 | 94,772,641 | 17,513,670 | 14,335,611 | |
| EBITDA | $67M | $-152M | $-232M | $-100M | $148M | · | · |
대차대조표 14
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $652M | $788M | $368M | $422M | $987M | $251M | · | |
| PP&E (Net) | $44M | $39M | $43M | $44M | $24M | $10M | · | |
| PP&E (Gross) | $123M | $94M | $80M | $61M | $32M | $14M | · | |
| Accum. Depreciation | $78M | $55M | $37M | $17M | $8M | $4M | · | |
| Goodwill | $67M | $67M | $67M | $67M | $67M | $0 | · | |
| Intangibles | $8M | $9M | $11M | $16M | $20M | $0 | · | |
| Total Assets | $2.97B | $2.37B | $2.02B | $1.94B | $1.82B | $477M | · | |
| Total Liabilities | $2.18B | $1.73B | $1.38B | $1.26B | $1.01B | $177M | · | |
| Common Stock | $10.0K | $9.0K | $9.0K | $8.0K | $8.0K | $7.0K | · | |
| Paid-in Capital | $1.16B | $1.04B | $918M | $715M | $741M | $369M | · | |
| Retained Earnings | $-358M | $-411M | $-283M | $-42M | $66M | $-69M | · | |
| Stockholders' Equity | $799M | $633M | $635M | $672M | $807M | $300M | $-62M | |
| Liabilities + Equity | $2.97B | $2.37B | $2.02B | $1.94B | $1.82B | $477M | · | |
| Shares Outstanding | 98,033,361 | 93,469,721 | 86,330,303 | 81,259,676 | 83,659,665 | 73,314,026 | 14,561,398 |
현금 흐름 14
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $25M | $21M | $25M | $14M | $8M | $2M | $774.0K | |
| Stock-based Comp | $132M | $133M | $175M | $126M | $73M | $12M | $4M | |
| Deferred Tax | $0 | $0 | $0 | $-583.0K | $-2M | $0 | $0 | |
| Other Non-cash | $-358M | $161M | $-120M | $-705M | $-46M | · | · | |
| Operating Cash Flow | $-148M | $186M | $-112M | $-658M | $168M | $16M | $32M | |
| CapEx | $347.0K | $837.0K | $2M | $9M | $8M | $1M | $4M | |
| Investing Cash Flow | $-177M | $-238M | $-118M | $-114M | $-144M | $137M | $45M | |
| Stock Issued | · | · | $0 | $0 | $264M | $0 | $0 | |
| Stock Repurchased | · | $0 | $0 | $178M | $0 | · | · | |
| Net Stock Activity | · | $0 | $0 | $-178M | $264M | · | · | |
| Financing Cash Flow | $406M | $560M | $165M | $113M | $855M | $79M | $-119M | |
| Net Change in Cash | $81M | $508M | $-65M | $-659M | $880M | $231M | $-42M | |
| Taxes Paid | $590.0K | $258.0K | $-658.0K | $328.0K | $2M | · | · | |
| Free Cash Flow | $-148M | $185M | $-162M | $-684M | $160M | · | · |
수익성 5
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 4.1% | -27.2% | -50.0% | -13.5% | 16.6% | · | · | |
| Net Margin | 5.1% | -20.2% | -46.8% | -12.9% | 16.0% | · | · | |
| EBITDA Margin | 6.5% | -23.9% | -45.1% | -11.9% | 17.5% | · | · | |
| ROA | 2.0% | -5.9% | -12.2% | -5.8% | 11.8% | · | · | |
| ROE | 7.0% | -20.9% | -37.6% | -15.6% | 17.8% | · | · |
유동성 및 지급능력 1
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | -7.4 | -10.5 | 43.0 | · | · |
효율성 1
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.3 | 0.3 | 0.4 | 0.7 | · | · |
성장률 5
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 64.0% | 23.9% | -39.0% | -0.72% | 263.6% | · | · | |
| Revenue CAGR 3Y | 7.4% | -9.1% | 30.1% | · | · | · | · | |
| Revenue CAGR 5Y | 34.9% | · | · | · | · | · | · | |
| Net Income YoY | · | · | · | · | 2163.8% | · | · | |
| Net Income CAGR 5Y | 55.0% | · | · | · | · | · | · |
가치 평가 (TTM) 10
| 지표 | 추세 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.04B | $637M | $514M | $842M | $849M | $233M | · | |
| Net Income TTM | $54M | $-129M | $-240M | $-109M | $135M | $6M | · | |
| Market Cap | $4.29B | $5.75B | $3.53B | $1.07B | $12.66B | · | · | |
| P/E | 97.2 | -42.8 | -14.2 | -10.1 | 105.8 | · | · | |
| P/S | 4.1 | 9.0 | 6.9 | 1.3 | 14.9 | · | · | |
| P/B | 5.4 | 9.1 | 5.6 | 1.6 | 15.7 | · | · | |
| P / Tangible Book | 5.9 | 10.3 | 6.3 | 1.8 | 17.6 | · | · | |
| P / Cash Flow | -29.0 | 30.9 | -22.0 | -1.6 | 75.2 | · | · | |
| P / FCF | -29.0 | 31.0 | -21.8 | -1.6 | 79.1 | · | · | |
| Earnings Yield | 1.0% | -2.3% | -7.0% | -9.9% | 0.95% | 0.00% | · |
손익계산서 15
| 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 | $365M | $308M | $296M | $277M | $257M | $213M | $219M | $162M | $128M | $128M | $140M | $135M | $136M | $103M | $147M | $157M | |
| R&D Expense | $94M | $80M | $67M | $64M | $69M | $58M | $67M | $65M | $58M | $63M | $57M | $55M | $58M | $110M | $64M | $66M | |
| SG&A Expense | $80M | $76M | $68M | $61M | $65M | $61M | $60M | $60M | $53M | $58M | $56M | $54M | $50M | $53M | $47M | $48M | |
| Operating Expenses | $350M | $316M | $277M | $253M | $253M | $218M | $224M | $207M | $183M | $195M | $188M | $178M | $169M | $235M | $205M | $215M | |
| Operating Income | $15M | $-8M | $19M | $24M | $5M | $-4M | $-5M | $-45M | $-55M | $-67M | $-48M | $-44M | $-33M | $-132M | $-58M | $-58M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $11M | · | $9M | $4M | $7M | · | $3M | |
| Interest Income | $57M | $56M | $61M | $57M | $46M | $41M | $41M | $41M | $53M | $51M | $52M | $38M | $34M | $45M | $39M | $22M | |
| Other Non-op | $3M | $956.0K | $20M | $1M | $1M | $2M | $10M | $5M | $1M | $3M | $10M | $4M | $5M | $3M | $7M | $2M | |
| Income Tax | $614.0K | $84.0K | $526.0K | $124.0K | $49.0K | $29.0K | $111.0K | $45.0K | $15.0K | $14.0K | $63.0K | $10.0K | $18.0K | $16.0K | $-464.0K | $12.0K | |
| Net Income | $17M | $-7M | $19M | $32M | $6M | $-2M | $-3M | $-7M | $-54M | $-65M | $-42M | $-40M | $-28M | $-129M | $-55M | $-56M | |
| EPS (Basic) | $0.17 | $-0.07 | $0.20 | $0.33 | $0.06 | $-0.03 | $-0.01 | $-0.07 | $-0.62 | $-0.74 | $-0.47 | $-0.48 | $-0.34 | $-1.58 | $-0.65 | $-0.69 | |
| EPS (Diluted) | $0.16 | $-0.07 | $0.20 | $0.23 | $0.05 | $-0.03 | $-0.01 | $-0.07 | $-0.62 | $-0.74 | $-0.47 | $-0.48 | $-0.34 | $-1.58 | $-0.60 | $-0.69 | |
| Shares (Basic) | 96,573,751 | 96,901,974 | -190,453,118 | 96,682,774 | 95,526,364 | 94,274,538 | -176,136,031 | 90,119,481 | 88,435,893 | 87,030,695 | -165,681,141 | 84,404,966 | 83,130,638 | 81,911,433 | -166,965,239 | 81,672,099 | |
| Shares (Diluted) | 109,720,846 | 96,901,974 | -199,358,756 | 109,724,669 | 102,852,284 | 94,274,538 | -176,136,031 | 90,119,481 | 88,435,893 | 87,030,695 | -165,681,141 | 84,404,966 | 83,130,638 | 81,911,433 | -178,192,570 | 81,672,099 | |
| EBITDA | · | $-2M | · | $24M | $5M | $2M | · | $-45M | $-55M | $-62M | · | $-44M | $-33M | $-125M | · | $-58M |
대차대조표 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $456M | $473M | $652M | $490M | $396M | $600M | $788M | $445M | $375M | $301M | · | $517M | $444M | $387M | · | $684M | |
| PP&E (Net) | $49M | $48M | $44M | $44M | $44M | $42M | $39M | $38M | $40M | $41M | · | $48M | $47M | $47M | · | $41M | |
| PP&E (Gross) | $140M | $132M | $123M | $117M | $111M | $104M | $94M | $89M | $86M | $82M | · | $78M | $73M | $69M | · | $56M | |
| Accum. Depreciation | $91M | $84M | $78M | $72M | $67M | $61M | $55M | $51M | $46M | $42M | · | $30M | $26M | $22M | · | $15M | |
| Goodwill | $67M | $67M | $67M | $67M | $67M | $67M | $67M | $67M | $67M | $67M | · | $67M | $67M | $67M | · | $67M | |
| Intangibles | $8M | $8M | $8M | $9M | $9M | $9M | $9M | $10M | $10M | $10M | · | $12M | $13M | $15M | · | $17M | |
| Total Assets | $3.17B | $2.96B | $2.97B | $2.90B | $2.48B | $2.30B | $2.37B | $1.81B | $1.82B | $1.93B | · | $2.00B | $1.76B | $1.82B | · | $1.92B | |
| Total Liabilities | $2.37B | $2.23B | $2.18B | $2.16B | $1.76B | $1.62B | $1.73B | $1.21B | $1.23B | $1.31B | · | $1.36B | $1.13B | $1.19B | · | $1.20B | |
| Common Stock | $10.0K | $10.0K | $10.0K | $10.0K | $10.0K | $10.0K | $9.0K | $9.0K | $9.0K | $9.0K | · | $9.0K | $8.0K | $8.0K | · | $8.0K | |
| Paid-in Capital | $1.15B | $1.10B | $1.16B | $1.12B | $1.13B | $1.09B | $1.04B | $1.00B | $996M | $960M | · | $881M | $838M | $799M | · | $706M | |
| Retained Earnings | $-348M | $-364M | $-358M | $-376M | $-408M | $-414M | $-411M | $-408M | $-402M | $-347M | · | $-240M | $-200M | $-172M | · | $13M | |
| Stockholders' Equity | $797M | $733M | $799M | $744M | $722M | $677M | $633M | $596M | $595M | $613M | $635M | $641M | $638M | $627M | $672M | $719M | |
| Liabilities + Equity | $3.17B | $2.96B | $2.97B | $2.90B | $2.48B | $2.30B | $2.37B | $1.81B | $1.82B | $1.93B | · | $2.00B | $1.76B | $1.82B | · | $1.92B | |
| Shares Outstanding | 97,306,813 | 95,708,872 | 98,033,361 | 97,275,544 | 96,091,343 | 95,071,582 | 93,469,721 | 90,998,255 | 89,084,180 | 87,805,393 | 86,330,303 | 85,024,889 | 83,811,484 | 82,600,748 | 81,259,676 | 81,831,178 |
현금 흐름 13
| 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 | $7M | $6M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $6M | $9M | $5M | $4M | $6M | $4M | $4M | |
| Stock-based Comp | $44M | $35M | $32M | $34M | $36M | $30M | $30M | $34M | $34M | $36M | $33M | $36M | $33M | $74M | $34M | $37M | |
| Other Non-cash | · | $-167M | · | · | · | $-47M | · | · | · | $76M | · | · | · | $-27M | · | · | |
| Operating Cash Flow | $-137M | $-133M | $109M | $-123M | $-120M | $-13M | $-111M | $179M | $65M | $44M | $-146M | $-53M | $217M | $-76M | $-236M | $-101M | |
| CapEx | $2M | $3M | $157.0K | $75.0K | $115.0K | $0 | $0 | $116.0K | $37.0K | $684.0K | $242.0K | $135.0K | $39.0K | $1M | $2M | $2M | |
| Investing Cash Flow | $94M | $876.0K | $132M | $-121M | $-110M | $-79M | $-78M | $-46M | $-76M | $-38M | $-30M | $-24M | $-38M | $-26M | $-85M | $-24M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Stock Repurchased | $0 | $100M | · | · | $0 | $0 | · | · | · | · | · | $0 | · | · | $28M | $25M | |
| Net Stock Activity | · | $-100M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $93M | $7M | $-20M | $379M | $92M | $-45M | $509M | $-38M | $132M | $-35M | $28M | $182M | $-121M | $21M | $24M | $41M | |
| Net Change in Cash | $51M | $-126M | $220M | $135M | $-138M | $-137M | $320M | $95M | $121M | $-29M | $-147M | $105M | $58M | $-81M | $-297M | $-84M | |
| Taxes Paid | $1M | $79.0K | $18.0K | $22.0K | $454.0K | $96.0K | $8.0K | $37.0K | $125.0K | $88.0K | $324.0K | $7.0K | $164.0K | $-1M | $122.0K | $154.0K | |
| Free Cash Flow | · | $-136M | · | · | · | $-13M | · | · | · | $52M | · | · | · | $-77M | · | · |
수익성 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | -2.4% | · | 8.5% | 1.8% | -2.1% | · | -27.9% | -43.5% | -52.8% | · | -32.6% | -24.6% | -128.1% | · | -37.0% | |
| Net Margin | · | -2.2% | · | 11.5% | 2.2% | -1.1% | · | -4.2% | -42.7% | -50.5% | · | -30.0% | -20.8% | -125.6% | · | -35.8% | |
| EBITDA Margin | · | -0.54% | · | 8.5% | 1.8% | 0.89% | · | -27.9% | -43.5% | -48.4% | · | -32.6% | -24.6% | -121.8% | · | -37.0% | |
| ROA | · | -0.25% | · | 1.4% | 0.26% | -0.12% | · | -0.35% | -3.0% | -3.5% | · | -2.1% | -1.5% | -6.8% | · | -3.2% | |
| ROE | · | -0.94% | · | 4.8% | 0.85% | -0.38% | · | -1.1% | -8.8% | -10.4% | · | -5.9% | -4.0% | -17.2% | · | -7.8% |
유동성 및 지급능력 1
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | · | -6.3 | · | -4.7 | -7.8 | -18.5 | · | -19.0 |
효율성 1
| 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 | · | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
가치 평가 (TTM) 10
| 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 | $1.21B | $1.06B | · | $910M | $760M | $631M | · | $552M | $526M | $501M | · | $530M | $624M | $798M | · | $924M | |
| Net Income TTM | $47M | $28M | · | $28M | $-58M | $-128M | · | $-166M | $-188M | $-262M | · | $-254M | $-244M | $-183M | · | $-24M | |
| Market Cap | · | $2.45B | · | $4.94B | $6.22B | $4.38B | · | $3.64B | $2.10B | $2.36B | · | $2.43B | $3.00B | $1.31B | · | $1.70B | |
| P/E | 95.8 | 142.5 | · | 282.2 | -96.5 | -31.5 | · | -20.9 | -10.8 | -8.6 | · | -9.2 | -12.1 | -6.9 | · | -50.7 | |
| P/S | · | 2.3 | · | 5.4 | 8.2 | 6.9 | · | 6.6 | 4.0 | 4.7 | · | 4.6 | 4.8 | 1.6 | · | 1.8 | |
| P/B | · | 3.3 | · | 6.6 | 8.6 | 6.5 | · | 6.1 | 3.5 | 3.9 | · | 3.8 | 4.7 | 2.1 | · | 2.4 | |
| P / Tangible Book | 4.8 | 3.7 | · | 7.4 | 9.6 | 7.3 | · | 7.0 | 4.1 | 4.4 | · | 4.3 | 5.4 | 2.4 | · | 2.7 | |
| P / Cash Flow | · | -18.4 | · | · | · | -324.5 | · | · | · | 44.9 | · | · | · | -17.3 | · | · | |
| P / FCF | · | -18.0 | · | · | · | -324.5 | · | · | · | 45.5 | · | · | · | -17.1 | · | · | |
| Earnings Yield | 1.0% | 0.70% | · | 0.35% | -1.0% | -3.2% | · | -4.8% | -9.2% | -11.7% | · | -10.8% | -8.3% | -14.4% | · | -2.0% |
재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년
손익계산서
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 매출 | $1.04B | $637M | $514M | $842M | $849M |
| 영업이익률 % | 4.1% | -27.2% | -50.0% | -13.5% | 16.6% |
| 순이익 | $54M | $-129M | $-240M | $-109M | $135M |
| 희석 EPS | $0.45 | $-1.44 | $-2.87 | $-1.31 | $1.43 |
현금 흐름
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 잉여현금흐름 | $-148M | $185M | $-162M | $-684M | $160M |
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기관 투자자 (13F) 449개의 제출자 · $2.0B 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 |
|---|---|---|---|---|
| 81 (+26 이전 분기 대비) | 38 (-55 이전 분기 대비) | 124 (-26 이전 분기 대비) | 120 (+15 이전 분기 대비) | +7.1M |
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 |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $132,499,626 | 3,739,758 | 6.63% | 주식 |
| VANGUARD CAPITAL MANAGEMENT LLC | $131,039,733 | 3,698,553 | 6.55% | 주식 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $108,401,628 | 3,059,600 | 5.42% | 콜 옵션 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $91,745,985 | 2,589,500 | 4.59% | 풋 옵션 |
| STATE STREET CORP | $75,057,286 | 2,118,467 | 3.75% | 주식 |
| GEODE CAPITAL MANAGEMENT, LLC | $67,789,016 | 1,912,926 | 3.39% | 주식 |
| Clear Street Group Inc. | $64,803,702 | 1,829,063 | 3.24% | 주식 |
| MORGAN STANLEY | $62,775,724 | 1,771,824 | 3.14% | 주식 |
| Halter Ferguson Financial Inc. | $61,935,857 | 1,748,119 | 3.10% | 주식 |
| JANE STREET GROUP, LLC | $60,975,030 | 1,721,000 | 3.05% | 풋 옵션 |
| GOLDMAN SACHS GROUP INC | $60,860,616 | 1,717,771 | 3.04% | 주식 |
| CITADEL ADVISORS LLC | $56,985,612 | 1,608,400 | 2.85% | 콜 옵션 |
| JANE STREET GROUP, LLC | $50,643,642 | 1,429,400 | 2.53% | 콜 옵션 |
| WOLVERINE TRADING, LLC | $48,088,332 | 911,800 | 2.40% | 콜 옵션 |
| BARCLAYS PLC | $39,716,285 | 1,120,979 | 1.99% | 주식 |
| DIMENSIONAL FUND ADVISORS LP | $37,085,963 | 1,046,739 | 1.85% | 주식 |
| CITADEL ADVISORS LLC | $33,856,377 | 955,585 | 1.69% | 주식 |
| CITADEL ADVISORS LLC | $31,589,388 | 891,600 | 1.58% | 풋 옵션 |
| Point72 Asset Management, L.P. | $31,361,183 | 885,159 | 1.57% | 주식 |
| COATUE MANAGEMENT LLC | $30,857,652 | 870,947 | 1.54% | 주식 |
| BANK OF AMERICA CORP /DE/ | $28,394,240 | 801,418 | 1.42% | 주식 |
| CAPITAL FUND MANAGEMENT S.A. | $28,379,217 | 800,994 | 1.42% | 주식 |
| D. E. Shaw & Co., Inc. | $28,103,076 | 793,200 | 1.41% | 콜 옵션 |
| MILLENNIUM MANAGEMENT LLC | $27,098,529 | 764,847 | 1.36% | 주식 |
| FMR LLC | $24,902,436 | 702,863 | 1.25% | 주식 |
| WOLVERINE TRADING, LLC | $23,226,696 | 440,400 | 1.16% | 풋 옵션 |
| VANGUARD FIDUCIARY TRUST CO | $21,373,396 | 603,257 | 1.07% | 주식 |
| Balyasny Asset Management L.P. | $19,725,971 | 556,759 | 0.99% | 주식 |
| HSBC HOLDINGS PLC | $18,300,044 | 508,900 | 0.92% | 콜 옵션 |
| PEAK6 LLC | $16,683,987 | 470,900 | 0.83% | 풋 옵션 |
| Walleye Capital LLC | $15,912,711 | 449,131 | 0.80% | 주식 |
| FIRST TRUST ADVISORS LP | $13,429,954 | 379,056 | 0.67% | 주식 |
| D. E. Shaw & Co., Inc. | $12,832,746 | 362,200 | 0.64% | 풋 옵션 |
| MARSHALL WACE, LLP | $12,005,527 | 338,852 | 0.60% | 주식 |
| Pathstone Holdings, LLC | $11,878,899 | 335,278 | 0.59% | 주식 |
| Squarepoint Ops LLC | $11,695,939 | 330,114 | 0.58% | 주식 |
| BAILLIE GIFFORD & CO | $9,984,245 | 281,802 | 0.50% | 주식 |
| Hidden Lake Asset Management LP | $9,977,584 | 281,614 | 0.50% | 주식 |
| BlackRock, Inc. | $9,281,597 | 261,970 | 0.46% | 주식 |
| Caption Management, LLC | $8,857,500 | 250,000 | 0.44% | 콜 옵션 |
| Alberta Investment Management Corp | $8,460,684 | 238,800 | 0.42% | 주식 |
| BNP PARIBAS FINANCIAL MARKETS | $8,382,171 | 236,584 | 0.42% | 주식 |
| Point72 Asset Management, L.P. | $8,219,760 | 232,000 | 0.41% | 콜 옵션 |
| Cubist Systematic Strategies, LLC | $7,371,080 | 145,100 | 0.37% | 콜 옵션 |
| HSBC HOLDINGS PLC | $7,191,209 | 199,978 | 0.36% | 주식 |
| Walleye Trading LLC | $7,039,941 | 198,700 | 0.35% | 풋 옵션 |
| IMC-Chicago, LLC | $6,874,873 | 194,041 | 0.34% | 주식 |
| BARCLAYS PLC | $6,377,400 | 180,000 | 0.32% | 풋 옵션 |
| Swiss National Bank | $5,902,638 | 166,600 | 0.30% | 주식 |
| Gator Capital Management, LLC | $5,721,591 | 161,490 | 0.29% | 주식 |
| Quantinno Capital Management LP | $5,293,796 | 149,415 | 0.26% | 주식 |
| Squarepoint Ops LLC | $5,261,355 | 148,500 | 0.26% | 풋 옵션 |
| Walleye Trading LLC | $5,162,151 | 145,700 | 0.26% | 콜 옵션 |
| CREDIT AGRICOLE S A | $5,033,717 | 142,075 | 0.25% | 주식 |
| LPL Financial LLC | $5,018,249 | 141,638 | 0.25% | 주식 |
| AXA Investment Managers S.A. | $4,686,097 | 92,246 | 0.23% | 주식 |
| PEAK6 LLC | $4,382,691 | 123,700 | 0.22% | 콜 옵션 |
| BANK OF NOVA SCOTIA | $4,247,846 | 119,894 | 0.21% | 주식 |
| Clear Street Group Inc. | $4,233,885 | 119,500 | 0.21% | 풋 옵션 |
| TUDOR INVESTMENT CORP ET AL | $4,170,111 | 117,700 | 0.21% | 콜 옵션 |
| Cubist Systematic Strategies, LLC | $4,155,440 | 81,800 | 0.21% | 풋 옵션 |
| Schonfeld Strategic Advisors LLC | $4,073,563 | 114,975 | 0.20% | 주식 |
| Headlands Technologies LLC | $4,014,219 | 113,300 | 0.20% | 주식 |
| Nebula Research & Development LLC | $3,925,365 | 60,689 | 0.20% | 주식 |
| RHUMBLINE ADVISERS | $3,915,354 | 110,510 | 0.20% | 주식 |
| MML INVESTORS SERVICES, LLC | $3,789,770 | 106,965 | 0.19% | 주식 |
| Squarepoint Ops LLC | $3,741,408 | 105,600 | 0.19% | 콜 옵션 |
| CAPITAL FUND MANAGEMENT S.A. | $3,663,462 | 103,400 | 0.18% | 콜 옵션 |
| BLUE JEAN FINANCIAL LLC | $3,651,026 | 103,049 | 0.18% | 주식 |
| Walleye Trading LLC | $3,611,238 | 101,926 | 0.18% | 주식 |
| NOMURA HOLDINGS INC | $3,543,000 | 100,000 | 0.18% | 콜 옵션 |
| NORGES BANK | $3,328,967 | 93,959 | 0.17% | 주식 |
| Banco Santander, S.A. | $3,269,480 | 92,280 | 0.16% | 주식 |
| Liontrust Investment Partners LLP | $3,127,745 | 71,524 | 0.16% | 주식 |
| VANGUARD ASSET MANAGEMENT, Ltd | $3,081,949 | 86,987 | 0.15% | 주식 |
| Bank of New York Mellon Corp | $3,049,992 | 86,085 | 0.15% | 주식 |
| Bank Julius Baer & Co. Ltd, Zurich | $3,028,531 | 85,480 | 0.15% | 주식 |
| MILLENNIUM MANAGEMENT LLC | $2,922,975 | 82,500 | 0.15% | 풋 옵션 |
| Edgestream Partners, L.P. | $2,910,433 | 82,146 | 0.15% | 주식 |
| Odyssean, LLC | $2,848,324 | 80,393 | 0.14% | 주식 |
| Trexquant Investment LP | $2,825,153 | 79,739 | 0.14% | 주식 |
| Private Advisor Group, LLC | $2,736,488 | 77,236 | 0.14% | 주식 |
| Brevan Howard Capital Management LP | $2,724,850 | 76,908 | 0.14% | 주식 |
| Quadrature Capital Ltd | $2,704,797 | 76,342 | 0.14% | 주식 |
| ExodusPoint Capital Management, LP | $2,677,764 | 75,579 | 0.13% | 주식 |
| Jefferies Financial Group Inc. | $2,657,250 | 75,000 | 0.13% | 콜 옵션 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2,631,032 | 74,260 | 0.13% | 주식 |
| Jefferies Financial Group Inc. | $2,593,689 | 73,206 | 0.13% | 주식 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2,582,775 | 100,693 | 0.13% | 주식 |
| PEAK6 LLC | $2,581,820 | 72,871 | 0.13% | 주식 |
| ALLIANCEBERNSTEIN L.P. | $2,565,180 | 100,007 | 0.13% | 주식 |
| Tyler-Stone Wealth Management | $2,563,526 | 39,634 | 0.13% | 주식 |
| Centiva Capital, LP | $2,494,272 | 70,400 | 0.12% | 풋 옵션 |
| Divisadero Street Capital Management, LP | $2,390,143 | 67,461 | 0.12% | 주식 |
| CenterBook Partners LP | $2,385,077 | 67,318 | 0.12% | 주식 |
| Point72 Asset Management, L.P. | $2,352,552 | 66,400 | 0.12% | 풋 옵션 |
| Aquatic Capital Management LLC | $2,286,829 | 64,545 | 0.11% | 주식 |
| Manchester Capital Management LLC | $2,234,641 | 63,072 | 0.11% | 주식 |
| SANDLER CAPITAL MANAGEMENT | $2,193,117 | 61,900 | 0.11% | 풋 옵션 |
| Man Group plc | $2,169,698 | 61,239 | 0.11% | 주식 |
회사 내부자 14 명의 내부자 · 6 임원 · 9 이사
| 내부자 | 역할 | 마지막 활동 | 보유 주식 수 | 매수 12개월 | 매도 12개월 | 순매수/매도 12개월 |
|---|---|---|---|---|---|---|
| Dave Girouard | Chief Executive Officer | 2021년 10월 1일 S | 987,502 | 0 | 0 | $0 |
| Sanjay Datta | President, Capital& Enterprise | 2026년 6월 9일 S | 313,556 | 0 | 1 | $-456,116 |
| Alison Nicoll | General Counsel | 2021년 10월 20일 M | 14,230 | 0 | 0 | $0 |
| Paul Gu | SVP, Product and Data Science | 2021년 10월 15일 M | 277,412 | 0 | 0 | $0 |
| Natalia Mirgorodskaya | Corporate Controller | 2021년 8월 31일 S | 23,007 | 0 | 0 | $0 |
| Anna M. Counselman | SVP, People and Operations | 2021년 8월 19일 M | 12,230 | 0 | 0 | $0 |
| Peter J Bernard | 이사 | 2026년 5월 29일 A | 11,392 | 0 | 0 | $0 |
| Ciaran O'Kelly | 이사 | 2026년 5월 29일 A | 39,484 | 0 | 0 | $0 |
| Mary Hentges | 이사 | 2026년 5월 29일 A | 37,149 | 0 | 0 | $0 |
| Kerry Whorton Cooper | 이사 | 2026년 5월 29일 A | 6,476 | 0 | 0 | $0 |
| Hilliard C. Terry III | 이사 | 2026년 5월 29일 A | 37,432 | 0 | 0 | $0 |
| Timothy H Wennes | 이사 | 2026년 5월 29일 A | 6,476 | 0 | 0 | $0 |
| Cassidy Sukhinder Singh | 이사 | 2021년 5월 27일 A | 1,491 | 0 | 0 | $0 |
| Jeff Huber | — | 2021년 6월 23일 A | 1,234 | 0 | 0 | $0 |
SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당
ETF 보유 현황 46 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 |
|---|---|---|---|---|
| FINX · Global X Funds | 0.59% | 33,960 NS | 2026년 5월 31일 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.18% | 91,282 SH | 2026년 8월 8일 | 일간 |
| TMFX · RBB Fund, Inc. | 0.16% | 1,525 NS | 2026년 5월 31일 | N-PORT |
| IWO · iShares Trust | 0.16% | 777,982 SH | 2026년 8월 8일 | 일간 |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.14% | 32,077 NS | 2026년 4월 30일 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0.13% | 44,668 NS | 2026년 4월 30일 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.12% | 3,094 NS | 2026년 4월 30일 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.09% | 492,357 SH | 2026년 8월 8일 | 일간 |
| RSSL · Global X Funds | 0.08% | 37,413 NS | 2026년 4월 30일 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.08% | 1,070,193 SH | 2026년 8월 8일 | 일간 |
| IWM · iShares Trust | 0.08% | 2,161,182 SH | 2026년 8월 8일 | 일간 |
| ISCG · iShares Trust | 0.08% | 26,638 SH | 2026년 8월 8일 | 일간 |
| ITWO · ProShares Trust | 0.07% | 4,056 NS | 2026년 5월 31일 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.07% | 62,944 SH | 2026년 8월 8일 | 일간 |
| DFAS · Dimensional ETF Trust | 0.07% | 301,103 NS | 2026년 4월 30일 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.06% | 416,495 NS | 2026년 5월 31일 | N-PORT |
| ESML · iShares Trust | 0.05% | 49,451 SH | 2026년 8월 8일 | 일간 |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.05% | 4,235 SH | 2026년 8월 8일 | 일간 |
| UWM · ProShares Trust | 0.04% | 3,172 NS | 2026년 5월 31일 | N-PORT |
| ISCB · iShares Trust | 0.04% | 3,904 SH | 2026년 8월 8일 | 일간 |
| FNCL · FIDELITY COVINGTON TRUST | 0.03% | 23,558 NS | 2026년 4월 30일 | N-PORT |
| URTY · ProShares Trust | 0.03% | 3,210 NS | 2026년 5월 31일 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 967,149 SH | 2026년 8월 8일 | 일간 |
| VB · VANGUARD INDEX FUNDS | 0.03% | 1,859,762 SH | 2026년 8월 8일 | 일간 |
| VFH · VANGUARD WORLD FUND | 0.03% | 135,095 SH | 2026년 8월 8일 | 일간 |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.03% | 4,164 NS | 2026년 4월 30일 | N-PORT |
| WSML · iShares Trust | 0.02% | 5,054 SH | 2026년 8월 8일 | 일간 |
| TECB · iShares Trust | 0.02% | 2,672 SH | 2026년 8월 8일 | 일간 |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.01% | 3,306 NS | 2026년 5월 31일 | N-PORT |
| HDG · ProShares Trust | 0.01% | 81 NS | 2026년 5월 31일 | N-PORT |
| ESGV · VANGUARD WORLD FUND | 0.01% | 18,892 SH | 2026년 8월 8일 | 일간 |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 22,940 NS | 2026년 5월 31일 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 3,893 NS | 2026년 4월 30일 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.00% | 53,173 NS | 2026년 5월 31일 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0.00% | 6,771 NS | 2026년 5월 31일 | N-PORT |
| ITOT · iShares Trust | 0.00% | 122,095 SH | 2026년 8월 8일 | 일간 |
| IWV · iShares Trust | 0.00% | 23,077 SH | 2026년 8월 8일 | 일간 |
| DCOR · Dimensional ETF Trust | 0.00% | 1,194 NS | 2026년 4월 30일 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.00% | 16,131 NS | 2026년 4월 30일 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0.00% | 36 NS | 2026년 5월 31일 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 297 NS | 2026년 4월 30일 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 747 NS | 2026년 4월 30일 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 2,576,682 SH | 2026년 8월 8일 | 일간 |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 70,548 SH | 2026년 8월 8일 | 일간 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 7,204 SH | 2026년 8월 8일 | 일간 |
| EBI · RBB Fund Trust | 0.00% | 3 NS | 2026년 5월 31일 | N-PORT |