APPF AppFolio, Inc. - Class A Common Stock
$227,70
Cena · Sie 24, 2026
Dane fundamentalne na dzień Lip 23, 2026
Zakres 52 tyg.
$143–$289
58% of range
Ocena Analityków
BUY
17 analysts
Cena Docelowa
$229
+0% upside
P/E (TTM)
60.0
ROE
28.2%
Marża Zysku Netto
14.8%
O AppFolio, Inc. - Class A Common Stock Przegląd firmy z Wikipedii
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
Czytaj więcej
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
The company's headquarters is in Goleta, California, in the Santa Barbara area.
History
AppFolio was established in 2006 by co-founders Klaus Schauser and Jon Walker. Schauser had previously founded Expertcity.
The company's first focus was property management for small to medium businesses and its first product, AppFolio Property Manager, was launched in 2007.
In November 2012, AppFolio acquired MyCase, a "legal practice management software provider."
AppFolio purchased real estate software firm RentLinx in April 2015. This acquisition included rights to the website ShowMeTheRent.com, which increased AppFolio's listing presence.
In May 2015, AppFolio announced its Initial public offering, which was unveiled in June.
In September 2018, AppFolio reported acquisition of utility analytics software WegoWise.
In January 2019, AppFolio acquired Dynasty Marketplace, Inc., for $60 million.
In September 2020, AppFolio announced the sale of MyCase to private equity firm Apax Funds, for approximately $193 million.
Products
AppFolio Property Manager
AppFolio Property Manager is a cloud-based property management platform used to manage residential and commercial rental operations, including leasing, accounting, and resident communications. The platform was expanded in 2022 with the AppFolio Stack, a marketplace for other real-estate software that can be integrated with its products.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
APPF Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$227.70
Kapitalizacja Rynkowa
—
P/E (TTM)
60.0
EPS (TTM)
$3.88
Przychody (TTM)
$951M
Stopa dywidendy
—
ROE
28.2%
D/E Dług/Kapitał
—
Zakres 52 tyg.
$143 – $289
APPF Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Configure
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody i Zysk Netto
$951M
2016-12-31
→
2025-12-31
EPS
$3.88
2016-12-31
→
2025-12-31
Wolny przepływ pieniężny
$239M
2016-12-31
→
2025-12-31
Marże
14.8%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
APPF
Mediana porównawcza
P/E (TTM)
60.0
41.7
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
APPF
Mediana porównawcza
Operating Margin (Marża Operacyjna)
16.1%
—
Net Profit Margin (Marża Zysku Netto)
14.8%
-0.93%
ROA
21.4%
0.93%
ROE
28.2%
-19.7%
ROIC
24.6%
—
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
APPF
Mediana porównawcza
Current Ratio (Wskaźnik bieżący)
3.3
2.1
Quick Ratio (Wskaźnik Szybkości)
1.3
—
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
APPF
Mediana porównawcza
Revenue YoY (Przychody R/R)
19.7%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
26.3%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
25.1%
—
EPS YoY
-30.1%
—
Net Income YoY (Zysk Netto R/R)
-30.9%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
APPF
Mediana porównawcza
APPF Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
17 analityków
- Mocne kupno 4 23,5%
- Kup 12 70,6%
- Trzymaj 1 5,9%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
9 analityków · 2026-08-20
Mediana
$226.00
Teraz
$227.70
Niski
$200.00
Wysoki
$260.00
Średni cel
$226.00
-0,7%
Średnia cel
$228.70
+0,4%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.01%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $1.71 | $1.72 | -0.01% |
| 31 marca 2026 | $1.61 | $1.50 | 0.11% |
| 31 grudnia 2025 | $1.39 | $1.28 | 0.11% |
| 30 września 2025 | $1.31 | $1.48 | -0.17% |
| 30 czerwca 2025 | $1.38 | $1.31 | 0.07% |
| 31 marca 2025 | $1.21 | $1.25 | -0.04% |
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| APPF | — | 60.0 | 19.7% | 14.8% | 28.2% | — |
| HUT | $5.06B | -21.5 | 44.8% | -96.2% | -18.9% | — |
| PCOR | $11.04B | -108.6 | 14.8% | -7.6% | -8.1% | 79.5% |
| TTAN | — | -46.1 | 24.5% | -16.6% | -10.6% | 70.1% |
| WULF | $4.83B | -6.9 | 20.3% | -392.6% | -420.2% | 39.2% |
| IDCC | $8.18B | 27.0 | -4.0% | 48.8% | 37.2% | — |
| DBX | $6.75B | 14.9 | -1.1% | 20.2% | -32.8% | 80.1% |
| YOU | — | — | 16.9% | 12.1% | 58.1% | — |
| RIOT | $4.71B | -6.5 | 71.9% | -102.4% | -21.6% | — |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $951M | $794M | $620M | $472M | $359M | $310M | $256M | $190M | $144M | $106M | $75M | $48M | |
| Cost of Revenue | · | · | · | · | $144M | $119M | $102M | $74M | $55M | $45M | $34M | $23M | |
| R&D Expense | $190M | $160M | $151M | $111M | $66M | $49M | $40M | $24M | $17M | $13M | $10M | $7M | |
| SG&A Expense | $96M | $86M | $93M | $101M | $57M | $47M | $34M | $25M | $21M | $18M | $14M | $6M | |
| Operating Expenses | $798M | $659M | $619M | $544M | $371M | $300M | $250M | $170M | $134M | $114M | $90M | $56M | |
| Operating Income | $153M | $136M | $963.0K | $-72M | $-12M | $10M | $6M | $20M | $9M | $-8M | $-15M | $-9M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $800.0K | · | |
| Other Non-op | $38.0K | $697.0K | $3.0K | $4M | $13M | $189M | $16.0K | $-56.0K | $-96.0K | $-37.0K | $5.0K | $-121.0K | |
| Pretax Income | $161M | $150M | $8M | $-67M | $2M | $197M | $5M | $20M | $10M | $-8M | $-16M | $-9M | |
| Income Tax | $20M | $-54M | $5M | $1M | $706.0K | $38M | $-31M | $420.0K | $58.0K | $67.0K | $75.0K | $0 | |
| Net Income | $141M | $204M | $3M | $-68M | $1M | $158M | $36M | $20M | $10M | $-8M | $-16M | $-9M | |
| EPS (Basic) | $3.91 | $5.63 | $0.08 | $-1.95 | $0.03 | $4.62 | $1.07 | $0.59 | $0.29 | $-0.25 | $-0.73 | · | |
| EPS (Diluted) | $3.88 | $5.55 | $0.07 | $-1.95 | $0.03 | $4.44 | $1.02 | $0.56 | $0.28 | $-0.25 | $-0.73 | · | |
| Shares (Basic) | 36,013,000 | 36,252,000 | 35,629,000 | 35,010,000 | 34,578,000 | 34,264,000 | 34,016,000 | 34,128,000 | 33,849,000 | 33,561,000 | 21,336,000 | · | |
| Shares (Diluted) | 36,327,000 | 36,782,000 | 36,417,000 | 35,010,000 | 35,701,000 | 35,713,000 | 35,567,000 | 35,562,000 | 35,151,000 | 33,561,000 | 21,336,000 | · | |
| EBITDA | $176M | $153M | $27M | $-39M | $19M | $37M | $29M | $34M | $22M | $2M | $-9M | · |
Bilans 28
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $107M | $43M | $50M | $71M | $58M | $140M | $16M | $74M | $16M | $11M | $12M | $5M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $30M | $15M | $10M | $0 | |
| Receivables | $37M | $24M | $21M | $17M | $13M | $10M | $8M | $6M | $3M | $3M | $2M | $1M | |
| Prepaid Expense | $65M | $33M | $40M | $25M | $24M | $21M | $16M | $12M | $5M | $4M | $3M | $1M | |
| Other Current Assets | $3M | $3M | · | · | · | · | · | · | · | · | · | · | |
| Current Assets | $353M | $335M | $272M | $201M | $159M | $199M | $62M | $108M | $54M | $32M | $28M | $8M | |
| PP&E (Net) | $23M | $24M | $28M | $26M | $30M | $26M | $15M | $7M | $7M | $7M | $6M | $3M | |
| PP&E (Gross) | $43M | $41M | $43M | $39M | $41M | $38M | $26M | $16M | $13M | $12M | $9M | $5M | |
| Accum. Depreciation | $20M | $16M | $15M | $13M | $11M | $11M | $12M | $9M | $7M | $5M | $3M | $2M | |
| Goodwill | $96M | $96M | $56M | $56M | $56M | $56M | $58M | $16M | $7M | $7M | $7M | $5M | |
| Intangibles | $39M | $49M | $2M | $5M | $12M | $16M | $21M | $6M | $2M | $3M | $5M | $4M | |
| Other Non-current Assets | $14M | $9M | $9M | $9M | $7M | $6M | $6M | $8M | $1M | $1M | $1M | $882.0K | |
| Total Assets | $689M | $627M | $409M | $381M | $408M | $389M | $260M | $176M | $110M | $93M | $90M | $25M | |
| Accounts Payable | $4M | $2M | $1M | $2M | $2M | $1M | $2M | $1M | $610.0K | $937.0K | $2M | $2M | |
| Accrued Liabilities | $21M | $15M | $22M | $16M | $13M | $14M | $11M | $8M | $4M | $4M | $3M | $2M | |
| Current Liabilities | $107M | $63M | $70M | $61M | $53M | $50M | $47M | $28M | $24M | $21M | $17M | $14M | |
| Capital Leases | $33M | $37M | $41M | $50M | $56M | $40M | $33M | · | · | · | · | · | |
| Deferred Tax | · | $0 | $697.0K | · | $2M | $14M | $0 | · | · | · | · | · | |
| Other Non-current Liabilities | $6M | $7M | $0 | $4M | $2M | · | $14.0K | $7M | $1M | $2M | $879.0K | $199.0K | |
| Total Liabilities | $146M | $107M | $112M | $116M | $111M | $104M | $128M | $84M | $25M | $23M | $18M | $14M | |
| Long-term Debt | · | · | · | · | · | · | $49M | $50M | $0 | · | · | $0 | |
| Total Debt | · | · | · | · | · | $0 | $49M | $50M | · | · | · | · | |
| Paid-in Capital | $284M | $255M | $237M | $210M | $172M | $161M | $162M | $158M | $153M | $147M | $142M | $2M | |
| Retained Earnings | $431M | $290M | $86M | $83M | $151M | $150M | $-8M | $-44M | $-67M | $-77M | $-69M | $-53M | |
| Treasury Stock | $172M | $26M | $26M | $26M | $26M | $26M | $22M | $22M | $0 | · | · | · | |
| AOCI | $30.0K | $173.0K | $99.0K | $-2M | $-194.0K | $56.0K | $33.0K | $-178.0K | $-209.0K | $-51.0K | $-153.0K | $0 | |
| Stockholders' Equity | $543M | $519M | $297M | $266M | $297M | $286M | $132M | $92M | $85M | $70M | $73M | $-51M | |
| Liabilities + Equity | $689M | $627M | $409M | $381M | $408M | $389M | $260M | $176M | $110M | $93M | $90M | $25M |
Przepływy pieniężne 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $20M | $29M | $31M | $29M | $27M | $22M | $15M | $13M | $10M | $6M | $4M | |
| Stock-based Comp | $71M | $60M | $52M | $43M | $17M | $10M | $8M | $6M | $6M | $4M | $1M | $892.0K | |
| Deferred Tax | $17M | $-87M | $-489.0K | $-597.0K | $340.0K | $29M | $-31M | $81.0K | $5.0K | $43.0K | · | · | |
| Amort. of Intangibles | $10M | $2M | $2M | $4M | $5M | $5M | $5M | $1M | $1M | $1M | $1M | $900.0K | |
| Restructuring | · | · | $10M | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-10M | $-9M | $-23M | $18M | $-14M | $-175M | $4M | $-5M | $860.0K | $6M | $2M | · | |
| Operating Cash Flow | $242M | $188M | $60M | $25M | $35M | $48M | $39M | $36M | $29M | $12M | $-7M | $475.0K | |
| CapEx | $3M | $2M | $9M | $7M | $8M | $19M | $8M | $2M | $2M | $4M | $4M | $2M | |
| Investing Cash Flow | $10M | $-152M | $-56M | $-6M | $-110M | $147M | $-90M | $-5M | $-23M | $-13M | $-59M | $-6M | |
| Stock Repurchased | $146M | $0 | $0 | $0 | $0 | $4M | $0 | $22M | $0 | $0 | · | · | |
| Net Stock Activity | $-146M | · | · | $0 | $0 | $-4M | $0 | $-22M | · | · | · | · | |
| Financing Cash Flow | $-188M | $-43M | $-26M | $-6M | $-7M | $-70M | $-7M | $26M | $-1M | $201.0K | $73M | $144.0K | |
| Net Change in Cash | $64M | $-7M | $-21M | $13M | $-82M | $124M | $-58M | · | · | · | · | · | |
| Taxes Paid | $29M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $239M | $186M | $51M | $19M | $27M | $29M | $31M | $34M | $27M | $7M | $-11M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $-11M | · |
Rentowność 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.1% | 17.1% | 0.16% | -15.3% | -3.3% | 3.2% | 2.5% | 10.3% | 6.5% | -8.0% | -20.0% | · | |
| Net Margin | 14.8% | 25.7% | 0.44% | -14.4% | 0.29% | 51.1% | 14.2% | 10.5% | 6.8% | -7.8% | -20.9% | · | |
| Pretax Margin | 16.9% | 18.9% | 1.3% | -14.1% | 0.48% | 63.5% | 1.9% | 10.7% | 6.8% | -7.8% | -20.8% | · | |
| EBITDA Margin | 18.5% | 19.3% | 4.4% | -8.3% | 5.3% | 11.8% | 11.3% | 18.0% | 15.3% | 1.4% | -11.9% | · | |
| ROA | 21.4% | 39.4% | 0.68% | -17.3% | 0.26% | 48.8% | 16.7% | 14.0% | 9.6% | -9.0% | -27.0% | · | |
| ROE | 28.2% | 43.8% | 0.97% | -25.4% | 0.35% | 55.5% | 28.2% | 20.0% | 12.6% | -11.6% | -147.6% | · | |
| ROIC | 24.6% | 35.5% | 0.11% | -27.8% | -2.4% | 2.8% | 26.9% | 13.6% | 10.9% | -12.2% | -20.7% | · |
Płynność i wypłacalność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.3 | 5.3 | 3.9 | 3.3 | 3.0 | 4.0 | 1.3 | 3.8 | 2.3 | 1.5 | 1.6 | · | |
| Quick Ratio | 1.3 | 1.1 | 1.0 | 1.4 | 1.3 | 3.0 | 0.5 | 2.8 | 2.1 | 1.3 | 1.4 | · | |
| Debt / Equity | · | · | · | · | · | 0.0 | 0.4 | 0.5 | · | · | · | · | |
| LT Debt / Equity | · | · | · | · | · | · | 0.4 | 0.5 | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | -18.8 | · |
Efektywność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.4 | 1.5 | 1.6 | 1.2 | 0.9 | 1.0 | 1.2 | 1.3 | 1.4 | 1.2 | 1.3 | · | |
| Receivables Turnover | 31.1 | 35.3 | 33.3 | 32.4 | 31.7 | 35.2 | 39.2 | 42.7 | 48.8 | 46.3 | 46.3 | · |
Stopy Wzrostu 9
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 19.7% | 28.0% | 31.5% | 31.3% | 15.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 26.3% | 30.3% | 26.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 25.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -30.1% | 7828.6% | · | · | -99.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 469.8% | -74.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -2.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -30.9% | 7452.5% | · | · | -99.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 483.3% | -74.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -2.3% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 4
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $951M | $794M | $620M | $472M | $359M | $310M | $256M | $190M | $144M | $106M | $75M | · | |
| Net Income TTM | $141M | $204M | $3M | $-68M | $1M | $158M | $36M | $20M | $10M | $-8M | $-16M | · | |
| P/E | 60.0 | 44.5 | 2474.9 | -54.0 | 4035.3 | 40.5 | 107.8 | 105.8 | 148.2 | -95.4 | -20.0 | · | |
| Earnings Yield | 1.7% | 2.2% | 0.04% | -1.8% | 0.02% | 2.5% | 0.93% | 0.95% | 0.67% | -1.1% | -5.0% | · |
Rachunek zysków i strat 14
| Wskaźnik | Trend | 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 | $281M | $262M | $248M | $249M | $236M | $218M | $204M | $206M | $197M | $187M | $172M | $165M | $147M | $136M | $124M | $125M | |
| R&D Expense | $51M | $50M | $46M | $54M | $47M | $44M | $42M | $41M | $40M | $38M | $35M | $42M | $37M | $38M | $31M | $29M | |
| SG&A Expense | $26M | $24M | $23M | $27M | $22M | $23M | $23M | $21M | $20M | $21M | $19M | $24M | $19M | $32M | $25M | $19M | |
| Operating Expenses | $228M | $211M | $205M | $214M | $195M | $184M | $181M | $163M | $161M | $153M | $144M | $166M | $148M | $163M | $144M | $133M | |
| Operating Income | $53M | $51M | $44M | $35M | $41M | $34M | $23M | $43M | $36M | $34M | $28M | $-67.0K | $-679.0K | $-27M | $-20M | $-8M | |
| Other Non-op | $-1.0K | $569.0K | $-3.0K | $-4.0K | $-11.0K | $56.0K | $697.0K | $0 | $0 | $0 | $286.0K | $-249.0K | $-54.0K | $20.0K | $213.0K | $4M | |
| Pretax Income | $54M | $53M | $46M | $37M | $42M | $37M | $27M | $47M | $40M | $37M | $31M | $1M | $745.0K | $-25M | $-19M | $-3M | |
| Income Tax | $13M | $11M | $6M | $3M | $6M | $5M | $-76M | $14M | $10M | $-2M | $661.0K | $-25M | $20M | $10M | $513.0K | $938.0K | |
| Net Income | $42M | $42M | $40M | $34M | $36M | $31M | $103M | $33M | $30M | $39M | $30M | $26M | $-19M | $-35M | $-20M | $-4M | |
| EPS (Basic) | $1.17 | $1.19 | $1.11 | $0.94 | $1.00 | $0.86 | $2.83 | $0.91 | $0.82 | $1.07 | $0.86 | $0.74 | $-0.53 | $-0.99 | $-0.56 | $-0.12 | |
| EPS (Diluted) | $1.17 | $1.18 | $1.10 | $0.93 | $0.99 | $0.86 | $2.79 | $0.90 | $0.81 | $1.05 | $0.87 | $0.72 | $-0.53 | $-0.99 | $-0.56 | $-0.12 | |
| Shares (Basic) | 35,391,000 | 35,699,000 | -72,100,000 | 35,889,000 | 35,922,000 | 36,302,000 | -72,382,000 | 36,306,000 | 36,241,000 | 36,087,000 | -71,070,000 | 35,691,000 | 35,565,000 | 35,443,000 | -69,796,000 | 35,043,000 | |
| Shares (Diluted) | 35,461,000 | 35,812,000 | -72,784,000 | 36,259,000 | 36,204,000 | 36,648,000 | -73,390,000 | 36,756,000 | 36,742,000 | 36,674,000 | -71,073,000 | 36,482,000 | 35,565,000 | 35,443,000 | -69,796,000 | 35,043,000 | |
| EBITDA | $53M | $56M | · | $35M | $41M | $40M | · | $43M | $36M | $39M | · | $-67.0K | $-679.0K | $-20M | · | $-8M |
Bilans 24
| Wskaźnik | Trend | 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 | $217M | $147M | $107M | $76M | $73M | $57M | $43M | $62M | $60M | $59M | $50M | $60M | $25M | $104M | $71M | $67M | |
| Receivables | $50M | $44M | $37M | $34M | $33M | $27M | $24M | $26M | $26M | $26M | · | $20M | $20M | $17M | · | $15M | |
| Prepaid Expense | $53M | $59M | $65M | $68M | $37M | $34M | $33M | $38M | $42M | $37M | · | $28M | $25M | $26M | · | $23M | |
| Other Current Assets | $2M | $1M | $3M | $3M | · | · | $3M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $325M | $255M | $353M | $303M | $197M | $272M | $335M | $395M | $349M | $307M | · | $240M | $209M | $212M | · | $177M | |
| PP&E (Net) | $21M | $22M | $23M | $23M | $23M | $23M | $24M | $25M | $27M | $28M | · | $27M | $27M | $26M | · | $28M | |
| PP&E (Gross) | · | · | $43M | · | · | · | $41M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $20M | · | · | · | $16M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $96M | $96M | $96M | $96M | $96M | $96M | $96M | $56M | $56M | $56M | $56M | $56M | $56M | $56M | $56M | $56M | |
| Intangibles | $34M | $36M | $39M | $41M | $44M | $46M | $49M | · | · | · | · | $3M | $4M | $4M | · | $6M | |
| Other Non-current Assets | $15M | $15M | $14M | $12M | $11M | $13M | $9M | $13M | $12M | $11M | · | $9M | $8M | $9M | · | $9M | |
| Total Assets | $648M | $581M | $689M | $640M | $567M | $565M | $627M | $523M | $479M | $439M | · | $379M | $351M | $371M | · | $385M | |
| Accounts Payable | $5M | $4M | $4M | $4M | $3M | $5M | $2M | $509.0K | $1M | $2M | · | $1M | $2M | $740.0K | · | $2M | |
| Accrued Liabilities | $27M | $21M | $21M | $19M | $18M | $16M | $15M | $15M | $16M | $14M | · | $20M | $19M | $18M | · | $16M | |
| Current Liabilities | $85M | $72M | $107M | $100M | $68M | $59M | $63M | $64M | $63M | $56M | · | $74M | $75M | $80M | · | $58M | |
| Capital Leases | $31M | $32M | $33M | $35M | $35M | $36M | $37M | $38M | $39M | $40M | · | $41M | $40M | $45M | · | $53M | |
| Other Non-current Liabilities | $7M | $6M | $6M | $7M | $9M | $8M | $7M | $8M | $5M | $3M | · | $689.0K | $11M | $5M | · | $2M | |
| Total Liabilities | $122M | $110M | $146M | $142M | $112M | $103M | $107M | $110M | $108M | $100M | · | $116M | $125M | $130M | · | $113M | |
| Paid-in Capital | $309M | $295M | $284M | $280M | $271M | $262M | $255M | $251M | $243M | $240M | · | $233M | $223M | $219M | · | $197M | |
| Retained Earnings | $515M | $473M | $431M | $391M | $357M | $321M | $290M | $187M | $154M | $125M | · | $56M | $29M | $48M | · | $103M | |
| Treasury Stock | $298M | $298M | $172M | $172M | $172M | $122M | $26M | $26M | $26M | $26M | · | $26M | $26M | $26M | · | $26M | |
| AOCI | $-12.0K | $-12.0K | $30.0K | $-74.0K | $-71.0K | $-34.0K | $173.0K | $475.0K | $-184.0K | $-115.0K | · | $-9.0K | $-587.0K | $-921.0K | · | $-3M | |
| Stockholders' Equity | $526M | $470M | $543M | $499M | $456M | $462M | $519M | $413M | $371M | $339M | $297M | $263M | $226M | $241M | $266M | $272M | |
| Liabilities + Equity | $648M | $581M | $689M | $640M | $567M | $565M | $627M | $523M | $479M | $439M | · | $379M | $351M | $371M | · | $385M |
Przepływy pieniężne 13
| Wskaźnik | Trend | 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 | $5M | $5M | $5M | $5M | $6M | $6M | $5M | $5M | $5M | $5M | $9M | $7M | $6M | $7M | $8M | $7M | |
| Stock-based Comp | $20M | $18M | $15M | $21M | $18M | $16M | $16M | $15M | $14M | $13M | $10M | $16M | $11M | $15M | $13M | $11M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | $700.0K | $600.0K | $600.0K | $600.0K | $900.0K | $1M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $0 | $10M | · | · | · | · | |
| Other Non-cash | · | $-31M | · | · | · | $-16M | · | · | · | $-14M | · | · | · | $15M | · | · | |
| Operating Cash Flow | $88M | $34M | $65M | $86M | $53M | $38M | $37M | $58M | $51M | $43M | $31M | $37M | $-9M | $2M | $6M | $16M | |
| CapEx | $-3.0K | $231.0K | $1M | $1M | $275.0K | $230.0K | $195.0K | $363.0K | $38.0K | $1M | $3M | $4M | $1M | $794.0K | $597.0K | $844.0K | |
| Investing Cash Flow | $-11M | $138M | $-22M | $-72M | $24M | $81M | $-44M | $-46M | $-38M | $-23M | $-33M | $4M | $-63M | $36M | $-1M | $9M | |
| Stock Repurchased | $0 | $125M | $0 | $0 | $50M | $96M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $-125M | · | · | · | $-96M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-6M | $-132M | $-12M | $-11M | $-60M | $-105M | $-12M | $-9M | $-12M | $-10M | $-8M | $-6M | $-7M | $-5M | $-1M | $-8.0K | |
| Net Change in Cash | $70M | $40M | $31M | $3M | $17M | $14M | $-20M | $3M | $425.0K | $10M | $-10M | $35M | $-79M | $33M | $4M | $25M | |
| Free Cash Flow | · | $34M | · | · | · | $38M | · | · | · | $42M | · | · | · | $779.0K | · | · |
Rentowność 7
| Wskaźnik | Trend | 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 | 18.8% | 19.4% | · | 14.1% | 17.2% | 15.5% | · | 20.7% | 18.2% | 18.2% | · | -0.04% | -0.46% | -19.5% | · | -6.2% | |
| Net Margin | 14.8% | 16.2% | · | 13.5% | 15.3% | 14.4% | · | 16.0% | 15.0% | 20.6% | · | 16.0% | -12.8% | -25.8% | · | -3.3% | |
| Pretax Margin | 19.4% | 20.2% | · | 14.7% | 17.8% | 16.9% | · | 22.6% | 20.0% | 19.8% | · | 0.89% | 0.51% | -18.5% | · | -2.6% | |
| EBITDA Margin | 18.8% | 21.3% | · | 14.1% | 17.2% | 18.4% | · | 20.7% | 18.2% | 20.7% | · | -0.04% | -0.46% | -14.4% | · | -6.2% | |
| ROA | 6.8% | 7.4% | · | 5.8% | 6.9% | 6.2% | · | 7.3% | 7.1% | 9.6% | · | 6.9% | -5.2% | -9.1% | · | -1.1% | |
| ROE | 8.5% | 9.1% | · | 7.4% | 8.7% | 7.8% | · | 9.8% | 9.9% | 13.3% | · | 9.9% | -7.7% | -13.3% | · | -1.5% | |
| ROIC | 7.7% | 8.6% | · | 6.4% | 7.6% | 6.2% | · | 7.3% | 7.3% | 10.5% | · | -0.46% | 7.6% | -15.4% | · | -3.7% |
Płynność i wypłacalność 2
| Wskaźnik | Trend | 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 | 3.8 | 3.5 | · | 3.0 | 2.9 | 4.6 | · | 6.2 | 5.5 | 5.5 | · | 3.2 | 2.8 | 2.7 | · | 3.1 | |
| Quick Ratio | 3.2 | 2.6 | · | 1.1 | 1.6 | 1.4 | · | 1.4 | 1.3 | 1.5 | · | 1.1 | 0.6 | 1.5 | · | 1.4 |
Efektywność 2
| Wskaźnik | Trend | 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 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.3 | |
| Receivables Turnover | 6.8 | 7.3 | · | 8.3 | 8.1 | 8.1 | · | 9.0 | 8.6 | 8.6 | · | 9.4 | 8.1 | 8.1 | · | 9.2 |
Wycena (TTM) 4
| Wskaźnik | Trend | 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 | $1.03B | $965M | · | $908M | $856M | $808M | · | $756M | $697M | $636M | · | $574M | $526M | $484M | · | $444M | |
| Net Income TTM | $154M | $143M | · | $134M | $130M | $133M | · | $128M | $76M | $11M | · | $-32M | $-88M | $-84M | · | $-49M | |
| P/E | 37.6 | 39.9 | · | 74.9 | 64.7 | 60.7 | · | 67.6 | 119.3 | 987.0 | · | -198.5 | -68.9 | -52.3 | · | -75.3 | |
| Earnings Yield | 2.7% | 2.5% | · | 1.3% | 1.6% | 1.7% | · | 1.5% | 0.84% | 0.10% | · | -0.50% | -1.5% | -1.9% | · | -1.3% |
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
Rachunek zysków i strat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Przychody | $951M | $794M | $620M | $472M | $359M |
| Marża Operacyjna % | 16.1% | 17.1% | 0.16% | -15.3% | -3.3% |
| Zysk netto | $141M | $204M | $3M | $-68M | $1M |
| Rozwodniony EPS | $3.88 | $5.55 | $0.07 | $-1.95 | $0.03 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 3.3 | 5.3 | 3.9 | 3.3 | 3.0 |
| Wskaźnik Szybkości | 1.3 | 1.1 | 1.0 | 1.4 | 1.3 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $239M | $186M | $51M | $19M | $27M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
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Właściciele instytucjonalni (13F) 426 emitentów · $2.4B łącznie · Na dzień 30 czerwca 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 64 (-13 vs poprzedni kw.) | 61 (-8 vs poprzedni kw.) | 145 (-36 vs poprzedni kw.) | 141 (+37 vs poprzedni kw.) | +1.6M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $238 930 800 | 1 490 058 | 9,75% | Akcje |
| Ashe Capital Management, LP | $168 033 170 | 1 047 915 | 6,86% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $166 994 583 | 1 041 438 | 6,82% | Akcje |
| STATE STREET CORP | $122 849 106 | 766 131 | 5,02% | Akcje |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $115 744 799 | 721 826 | 4,73% | Akcje |
| LONDON CO OF VIRGINIA | $112 750 940 | 703 151 | 4,60% | Akcje |
| Nellore Capital Management LLC | $105 007 603 | 654 865 | 4,29% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $67 186 992 | 418 883 | 2,74% | Akcje |
| Lead Edge Capital Management, LLC | $64 084 840 | 399 656 | 2,62% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $62 731 486 | 391 216 | 2,56% | Akcje |
| Keenan Capital, LLC | $53 646 215 | 334 557 | 2,19% | Akcje |
| LONG WALK MANAGEMENT LP | $48 886 706 | 304 875 | 2,00% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $48 494 811 | 302 431 | 1,98% | Akcje |
| Caledonia (Private) Investments Pty Ltd | $46 575 582 | 290 462 | 1,90% | Akcje |
| Greenstone Partners & Co., LLC | $43 874 486 | 273 617 | 1,79% | Akcje |
| GILDER GAGNON HOWE & CO LLC | $40 129 872 | 250 264 | 1,64% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37 537 935 | 234 100 | 1,53% | Akcje |
| FMR LLC | $37 018 080 | 230 858 | 1,51% | Akcje |
| Greenstone Partners, L.P. | $36 601 032 | 132 776 | 1,49% | Akcje |
| VANGUARD GROUP INC | $33 261 273 | 142 967 | 1,36% | Akcje |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $31 875 656 | 198 788 | 1,30% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $29 799 444 | 185 840 | 1,22% | Akcje |
| JONES FINANCIAL COMPANIES LLLP | $27 536 140 | 176 922 | 1,12% | Akcje |
| JENNISON ASSOCIATES LLC | $27 356 513 | 170 605 | 1,12% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $24 841 743 | 154 922 | 1,01% | Akcje |
| Caisse de depot et placement du Quebec | $22 119 801 | 137 947 | 0,90% | Akcje |
| FIRST TRUST ADVISORS LP | $20 630 631 | 128 660 | 0,84% | Akcje |
| AMERIPRISE FINANCIAL INC | $19 477 578 | 121 466 | 0,80% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $19 217 466 | 119 847 | 0,78% | Akcje |
| Sone Capital Management, LLC | $18 640 848 | 116 251 | 0,76% | Akcje |
| Point72 Asset Management, L.P. | $16 221 327 | 101 162 | 0,66% | Akcje |
| BROWN CAPITAL MANAGEMENT LLC | $15 962 682 | 99 549 | 0,65% | Akcje |
| NORGES BANK | $15 325 612 | 95 576 | 0,63% | Akcje |
| CROSSLINK CAPITAL INC | $14 967 069 | 93 340 | 0,61% | Akcje |
| TenCore Partners, LP | $14 154 095 | 88 270 | 0,58% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $14 103 825 | 87 957 | 0,58% | Akcje |
| Langdon Equity Partners | $13 629 750 | 85 000 | 0,56% | Akcje |
| JPMORGAN CHASE & CO | $13 419 928 | 84 597 | 0,55% | Akcje |
| HMI Capital Management, L.P. | $12 026 250 | 75 000 | 0,49% | Akcje |
| Tensile Capital Management LP | $11 705 550 | 73 000 | 0,48% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $11 131 176 | 69 418 | 0,45% | Akcje |
| Toroso Investments, LLC | $10 878 016 | 46 757 | 0,44% | Akcje |
| RHUMBLINE ADVISERS | $10 129 260 | 63 170 | 0,41% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $9 995 417 | 62 335 | 0,41% | Akcje |
| Ranger Investment Management, L.P. | $9 090 081 | 56 689 | 0,37% | Akcje |
| Gotham Asset Management, LLC | $8 971 101 | 55 947 | 0,37% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $8 900 339 | 55 471 | 0,36% | Akcje |
| EULAV Asset Management | $8 893 011 | 55 460 | 0,36% | Akcje |
| Quantinno Capital Management LP | $8 501 436 | 53 018 | 0,35% | Akcje |
| RIVERBRIDGE PARTNERS LLC | $8 151 692 | 50 837 | 0,33% | Akcje |
| ROYCE & ASSOCIATES LP | $7 882 646 | 49 159 | 0,32% | Akcje |
| Granite Investment Partners, LLC | $7 654 788 | 47 738 | 0,31% | Akcje |
| BANK OF AMERICA CORP /DE/ | $7 600 910 | 47 402 | 0,31% | Akcje |
| Swiss National Bank | $7 433 826 | 46 360 | 0,30% | Akcje |
| JANE STREET GROUP, LLC | $6 494 175 | 40 500 | 0,27% | Opcja sprzedaży |
| TWO SIGMA ADVISERS, LP | $6 189 886 | 26 606 | 0,25% | Akcje |
| BLAIR WILLIAM & CO/IL | $5 995 246 | 37 389 | 0,24% | Akcje |
| LOOMIS SAYLES & CO L P | $5 685 370 | 35 456 | 0,23% | Akcje |
| GOLDMAN SACHS GROUP INC | $5 499 684 | 34 298 | 0,22% | Akcje |
| ROYAL BANK OF CANADA | $5 469 000 | 34 106 | 0,22% | Akcje |
| Russell Investments Group, Ltd. | $5 004 202 | 31 208 | 0,20% | Akcje |
| Squarepoint Ops LLC | $4 880 733 | 30 438 | 0,20% | Akcje |
| BlackRock, Inc. | $4 672 278 | 29 138 | 0,19% | Akcje |
| CITADEL ADVISORS LLC | $4 537 905 | 28 300 | 0,19% | Opcja sprzedaży |
| Balyasny Asset Management L.P. | $4 528 124 | 28 239 | 0,18% | Akcje |
| Baker Avenue Asset Management, LP | $4 387 176 | 27 360 | 0,18% | Akcje |
| Atika Capital Management LLC | $4 307 322 | 26 862 | 0,18% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4 282 628 | 26 708 | 0,17% | Akcje |
| JANE STREET GROUP, LLC | $4 249 275 | 26 500 | 0,17% | Opcja kupna |
| ALLIANCEBERNSTEIN L.P. | $4 237 625 | 26 851 | 0,17% | Akcje |
| XTX Topco Ltd | $4 205 981 | 26 230 | 0,17% | Akcje |
| CITADEL ADVISORS LLC | $4 153 065 | 25 900 | 0,17% | Opcja kupna |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4 066 390 | 25 766 | 0,17% | Akcje |
| Retirement Systems of Alabama | $3 985 339 | 24 854 | 0,16% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3 832 205 | 23 899 | 0,16% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $3 796 767 | 23 678 | 0,16% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3 661 272 | 22 833 | 0,15% | Akcje |
| Advisors Capital Management, LLC | $3 235 221 | 20 176 | 0,13% | Akcje |
| EFG Asset Management (North America) Corp. | $3 228 406 | 11 702 | 0,13% | Akcje |
| Assenagon Asset Management S.A. | $3 095 236 | 19 303 | 0,13% | Akcje |
| Orion Porfolio Solutions, LLC | $3 076 588 | 19 187 | 0,13% | Akcje |
| Davidson Kahn Capital Management, LLC | $3 035 426 | 18 930 | 0,12% | Akcje |
| Orion Portfolio Solutions, LLC | $3 025 164 | 13 757 | 0,12% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $2 945 790 | 18 371 | 0,12% | Akcje |
| Alamar Capital Management, LLC | $2 878 283 | 17 950 | 0,12% | Akcje |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2 651 708 | 16 537 | 0,11% | Akcje |
| CHANNEL WEALTH LLC | $2 643 530 | 16 486 | 0,11% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $2 561 110 | 15 972 | 0,10% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 453 355 | 15 300 | 0,10% | Opcja sprzedaży |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $2 426 772 | 10 431 | 0,10% | Akcje |
| Legal & General Group Plc | $2 331 649 | 14 541 | 0,10% | Akcje |
| WOLVERINE TRADING, LLC | $2 306 418 | 8 162 | 0,09% | Akcje |
| JOHNSON INVESTMENT COUNSEL INC | $2 278 734 | 14 211 | 0,09% | Akcje |
| Nicholas Investment Partners, LP | $2 256 285 | 14 071 | 0,09% | Akcje |
| MISSION WEALTH MANAGEMENT, LP | $2 255 644 | 14 067 | 0,09% | Akcje |
| Kerrisdale Advisers, LLC | $2 229 506 | 13 904 | 0,09% | Akcje |
| Man Group plc | $2 207 218 | 13 765 | 0,09% | Akcje |
| Aristides Capital LLC | $2 142 276 | 13 360 | 0,09% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $2 138 588 | 13 337 | 0,09% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $2 128 326 | 13 273 | 0,09% | Akcje |
Insiderzy spółki 35 insiderów · 8 dyrektorzy generalni · 15 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Jason Robert Randall | Chief Executive Officer | 17 grudnia 2021 C | 0 | 0 | 0 | $0 |
| Brian Donahoo | Chief Executive Officer | 18 stycznia 2017 S | 996 149 | 0 | 0 | $0 |
| Timothy Mathias Eaton | Chief Financial Officer | 19 sierpnia 2026 S | 16 714 | 0 | 7 | $-673 841 |
| Fay Sien Goon | Chief Financial Officer | 10 sierpnia 2024 F | 90 971 | 0 | 0 | $0 |
| Ida Kathleen Kane | Chief Financial Officer | 13 maja 2021 M | 375 | 0 | 0 | $0 |
| Matthew S Mazza | Chief Trust Officer | 10 sierpnia 2025 F | 28 015 | 0 | 0 | $0 |
| Jonathan Walker | Founder | 10 listopada 2022 F | 26 348 | 0 | 0 | $0 |
| Ann M Wilson | Principal Accounting Officer | 10 lutego 2022 J | 5 911 | 0 | 0 | $0 |
| Michael Miqi Yang | Dyrektor | 29 czerwca 2026 A | 3 776 | 0 | 0 | $0 |
| Saori Casey | Dyrektor | 29 czerwca 2026 A | 2 358 | 0 | 0 | $0 |
| Diya Jolly | Dyrektor | 29 czerwca 2026 A | 2 217 | 0 | 0 | $0 |
| Olivia Nottebohm | Dyrektor | 29 czerwca 2026 A | 4 019 | 0 | 0 | $0 |
| Agnes Bundy Scanlan | Dyrektor | 29 czerwca 2026 A | 7 343 | 0 | 0 | $0 |
| Winifred Markus Webb | Dyrektor | 29 czerwca 2026 A | 9 225 | 0 | 0 | $0 |
| APPFOLIO INC | Dyrektor | 29 czerwca 2026 A | 2 217 | 0 | 0 | $0 |
| Robert Donald Casey III | Dyrektor | 1 sierpnia 2025 A | 28 399 | 0 | 0 | $0 |
| Andreas Von Blottnitz | Dyrektor | 27 czerwca 2025 A | 6 764 | 0 | 0 | $0 |
| Timothy K Bliss | Dyrektor | 9 czerwca 2025 P | 22 000 | 0 | 0 | $0 |
| Alexander Wolf | Dyrektor | 14 lutego 2025 P | 2 000 | 0 | 0 | $0 |
| William R Rauth III | Dyrektor | 1 grudnia 2021 J | 6 698 | 0 | 0 | $0 |
| James R Peters | Dyrektor | 27 czerwca 2019 A | 25 400 | 0 | 0 | $0 |
| Maurice J Duca | Posiadacz 10% | 19 sierpnia 2026 S | 39 532 | 0 | 350 | $-45 428 210 |
| Klaus Schauser | Posiadacz 10% | 1 sierpnia 2025 G | 0 | 0 | 0 | $0 |
| Investment Group of Santa Barbara, LLC | Posiadacz 10% | 1 grudnia 2021 J | — | 0 | 0 | $0 |
| IGSB IVP III, LLC | Posiadacz 10% | 1 grudnia 2021 J | — | 0 | 0 | $0 |
| IGSB Internal Venture Fund III, LLC | Posiadacz 10% | 1 grudnia 2021 J | — | 0 | 0 | $0 |
| Charles J Keenan IV | Posiadacz 10% | 10 lutego 2016 C | 58 343 | 0 | 0 | $0 |
| IGSB Internal Venture Fund II, LLC | Posiadacz 10% | 18 grudnia 2015 J | — | 0 | 0 | $0 |
| IGSB IVP II, LLC | Posiadacz 10% | 18 grudnia 2015 J | — | 0 | 0 | $0 |
| William Shane Trigg | — | 14 sierpnia 2026 S | 70 772 | 0 | 1 | $-421 685 |
| Evan Pickering | — | 12 sierpnia 2026 S | 5 167 | 0 | 8 | $-327 890 |
| Don Rigler | — | 10 sierpnia 2026 F | 4 025 | 0 | 2 | $-53 314 |
| Elizabeth Erin Barat | — | 10 sierpnia 2026 F | 20 301 | 0 | 0 | $0 |
| Janet Kerr | — | 10 marca 2026 G | 10 352 | 0 | 2 | $-712 600 |
| OBERNDORF WILLIAM E | — | 19 czerwca 2017 S | 286 171 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 7 akcji
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Maurice J Duca | 13 sierpnia 2026 | 21,20% | Aneks | — | SEC |
| Maurice J. Duca ×3 zgłoszenia | 19 lipca 2024 | — | Pierwotne zgłoszenie | — | SEC |
| Timothy K. Bliss ×2 zgłoszenia | 15 grudnia 2023 | — | Pierwotne zgłoszenie | — | SEC |
| IGSB IVP III, LLC, IGSB Internal Venture Fund III, LLC, Investment Group of Santa Barbara, LLC, Timothy K. Bliss, Maurice J. Duca, William R. Rauth III ×2 zgłoszenia | 23 grudnia 2021 | — | Pierwotne zgłoszenie | — | SEC |
| Marc Stad, Dragoneer Investment Group, LLC, Dragoneer Global Fund II, L.P. ×18 zgłoszenia | 15 listopada 2017 | — | Pierwotne zgłoszenie | — | SEC |
| William E. Oberndorf, Bill & Susan Oberndorf Foundation, Oberndorf Investments LLC, Peter C. Oberndorf, Peter Oberndorf Irrevocable Trust, dated 6/30/89, C aroline G. Oberndorf, William E. Oberndorf Irrevocable Trust, dated 6/30/89 ×2 zgłoszenia | 15 stycznia 2016 | — | Pierwotne zgłoszenie | — | SEC |
| IGSB IVP II, LLC, IGSB Internal Venture Fund II, LLC, IGSB IVP III, LLC, IGSB Internal Venture Fund III, LLC, Investment Group of Santa Barbara, LLC, Timothy K. Bliss, Maurice J. Duca, William R. Rauth III ×3 zgłoszenia | 31 grudnia 2015 | — | Pierwotne zgłoszenie | — | 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.
Posiadanie ETF-ów Posiadane przez 94 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| GRPM · Invesco Exchange-Traded Fund Trust | 2,52% | 58 685 SH | 21 sierpnia 2026 | Dziennie |
| PJFM · PGIM ETF Trust | 1,29% | 1 331 NS | 29 maja 2026 | N-PORT |
| RSMC · Tidal Trust III | 1,14% | 51 657 NS | 30 kwietnia 2026 | N-PORT |
| FSGS · First Trust Exchange-Traded Fund VI | 1,01% | 1 793 NS | 30 czerwca 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,84% | 215 775 SH | 21 sierpnia 2026 | Dziennie |
| BUL · Pacer Funds Trust | 0,75% | 5 727 NS | 30 kwietnia 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0,67% | 10 788 SH | 21 sierpnia 2026 | Dziennie |
| SKYY · First Trust Exchange-Traded Fund II | 0,65% | 110 282 NS | 30 czerwca 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,61% | 36 NS | 30 kwietnia 2026 | N-PORT |
| HOMZ · ETF Series Solutions | 0,50% | 1 057 NS | 31 maja 2026 | N-PORT |
| NBSM · Neuberger Berman ETF Trust | 0,46% | 6 479 NS | 31 maja 2026 | N-PORT |
| COWG · Pacer Funds Trust | 0,46% | 60 050 NS | 30 kwietnia 2026 | N-PORT |
| BTAL · AGF Investments Trust | 0,40% | 7 084 NS | 30 czerwca 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0,28% | 567 NS | 31 maja 2026 | N-PORT |
| SKYU · ProShares Trust | 0,24% | 54 NS | 31 maja 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,23% | 17 769 NS | 30 kwietnia 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,21% | 2 853 NS | 31 maja 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,21% | 8 959 NS | 31 maja 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 8 873 NS | 30 kwietnia 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,20% | 23 710 SH | 19 sierpnia 2026 | Dziennie |
| IGV · iShares Trust | 0,18% | 115 210 SH | 21 sierpnia 2026 | Dziennie |
| ISCG · iShares Trust | 0,17% | 7 576 SH | 21 sierpnia 2026 | Dziennie |
| VFMV · VANGUARD WELLINGTON FUND | 0,16% | 4 232 SH | 19 sierpnia 2026 | Dziennie |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,16% | 3 105 SH | 21 sierpnia 2026 | Dziennie |
| QLV · FlexShares Trust | 0,15% | 1 547 NS | 30 kwietnia 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,15% | 2 815 NS | 30 kwietnia 2026 | N-PORT |
| IWP · iShares Trust | 0,14% | 131 343 SH | 21 sierpnia 2026 | Dziennie |
| PTMC · Pacer Funds Trust | 0,12% | 2 792 NS | 30 kwietnia 2026 | N-PORT |
| SXQG · EXCHANGE TRADED CONCEPTS TRUST | 0,12% | 488 NS | 31 maja 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,11% | 4 166 NS | 30 kwietnia 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,11% | 38 771 SH | 19 sierpnia 2026 | Dziennie |
| FSMD · FIDELITY COVINGTON TRUST | 0,10% | 14 732 NS | 30 kwietnia 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,10% | 303 324 SH | 19 sierpnia 2026 | Dziennie |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 41 389 NS | 30 kwietnia 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,09% | 3 371 SH | 21 sierpnia 2026 | Dziennie |
| MVV · ProShares Trust | 0,08% | 841 NS | 31 maja 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,08% | 117 205 NS | 31 maja 2026 | N-PORT |
| ISCB · iShares Trust | 0,08% | 1 075 SH | 21 sierpnia 2026 | Dziennie |
| MIDU · Direxion Shares ETF Trust | 0,08% | 404 NS | 30 kwietnia 2026 | N-PORT |
| ESML · iShares Trust | 0,08% | 10 690 SH | 21 sierpnia 2026 | Dziennie |
| TMFE · RBB Fund, Inc. | 0,08% | 410 NS | 31 maja 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,07% | 60 510 NS | 30 kwietnia 2026 | N-PORT |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 8 783 NS | 30 kwietnia 2026 | N-PORT |
| SMMD · iShares Trust | 0,07% | 11 608 SH | 21 sierpnia 2026 | Dziennie |
| VFQY · VANGUARD WELLINGTON FUND | 0,06% | 1 922 SH | 19 sierpnia 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,06% | 64 145 NS | 30 kwietnia 2026 | N-PORT |
| UMDD · ProShares Trust | 0,06% | 117 NS | 31 maja 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 6 878 SH | 21 sierpnia 2026 | Dziennie |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,05% | 3 211 SH | 21 sierpnia 2026 | Dziennie |
| VGT · VANGUARD WORLD FUND | 0,05% | 546 712 SH | 19 sierpnia 2026 | Dziennie |