GSHD Goosehead Insurance, Inc. - Class A Common Stock
$66,39
Cena · Sie 18, 2026
Dane fundamentalne na dzień Lip 23, 2026
Zakres 52 tyg.
$34–$89
59% of range
Ocena Analityków
BUY
19 analysts
Cena Docelowa
$69
+4% upside
P/E (TTM)
70.8
ROE
-107.8%
Marża Zysku Netto
7.6%
GSHD Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$66.39
Kapitalizacja Rynkowa
—
P/E (TTM)
70.8
EPS (TTM)
$1.04
Przychody (TTM)
$365M
Stopa dywidendy
—
ROE
-107.8%
D/E Dług/Kapitał
-3.1
Zakres 52 tyg.
$34 – $89
GSHD 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
$365M
2019-12-31
→
2025-12-31
EPS
$1.04
2019-12-31
→
2025-12-31
Wolny przepływ pieniężny
$86M
2019-12-31
→
2025-12-31
Marże
7.6%
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Wskaźnik
Trend 5-letni
GSHD
Mediana porównawcza
P/E (TTM)
70.8
40.4
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Wskaźnik
Trend 5-letni
GSHD
Mediana porównawcza
Operating Margin (Marża Operacyjna)
20.4%
—
Net Profit Margin (Marża Zysku Netto)
7.6%
6.4%
ROA
6.9%
3.2%
ROE
-107.8%
10.1%
ROIC
32.6%
—
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Wskaźnik
Trend 5-letni
GSHD
Mediana porównawcza
Debt / Equity (Dług / Kapitał Własny)
-3.1
—
Current Ratio (Wskaźnik bieżący)
1.6
1.1
Quick Ratio (Wskaźnik Szybkości)
0.6
—
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Wskaźnik
Trend 5-letni
GSHD
Mediana porównawcza
Revenue YoY (Przychody R/R)
16.2%
—
Revenue CAGR 3Y (Przychody CAGR 3L)
20.4%
—
Revenue CAGR 5Y (Przychody CAGR 5L)
25.6%
—
EPS YoY
-10.3%
—
Net Income YoY (Zysk Netto R/R)
-8.5%
—
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
Wskaźnik
Trend 5-letni
GSHD
Mediana porównawcza
Payout Ratio (Wskaźnik Wypłaty Dywidendy)
523.8%
—
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
Stopa Dywidendy
—
Wskaźnik Wypłaty Dywidendy
523.8%
CAGR dywidendy 5-letni
—
| Data ex-dywidendy | Kwota |
|---|---|
| 21 stycznia 2025 | $5,9100 |
| 6 sierpnia 2021 | $1,6300 |
| 7 sierpnia 2020 | $1,1490 |
| 15 marca 2019 | $0,4100 |
GSHD Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
KUP
19 analityków
- Mocne kupno 3 15,8%
- Kup 8 42,1%
- Trzymaj 7 36,8%
- Sprzedaj 1 5,3%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
12 analityków · 2026-08-19
Mediana
$72.00
Teraz
$66.39
Niski
$44.00
Wysoki
$100.00
Średni cel
$72.00
+8,5%
Średnia cel
$68.92
+3,8%
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
0.06%
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $0.64 | $0.49 | 0.15% |
| 31 marca 2026 | $0.37 | $0.21 | 0.16% |
| 31 grudnia 2025 | $0.64 | $0.59 | 0.05% |
| 30 września 2025 | $0.46 | $0.47 | -0.01% |
| 30 czerwca 2025 | $0.49 | $0.51 | -0.02% |
| 31 marca 2025 | $0.26 | $0.22 | 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 |
|---|---|---|---|---|---|---|
| GSHD | — | 70.8 | 16.2% | 7.6% | -107.8% | — |
| AJG | $66.51B | 45.1 | 20.7% | 10.7% | 6.9% | — |
| BRO | $26.78B | 25.2 | 22.8% | 17.9% | 8.7% | — |
| RYAN | — | — | 21.3% | 2.1% | 9.9% | — |
| HGTY | — | — | 17.3% | 10.2% | 80.3% | — |
| BWIN | — | -48.1 | 8.3% | -2.2% | -5.7% | — |
| LIFE | — | — | 52.0% | 18.4% | -108.4% | — |
| TWFG | — | 54.3 | 22.0% | — | — | — |
| ABX | $833M | 23.8 | 110.2% | 15.5% | 8.8% | 87.7% |
| SLQT | $411M | 238.0 | 15.5% | 3.1% | 14.1% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 14
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $365M | $315M | $261M | $209M | $151M | $117M | $77M | $60M | $43M | |
| SG&A Expense | $81M | $67M | $62M | $53M | $40M | $25M | $19M | $13M | $9M | |
| Operating Expenses | $291M | $253M | $228M | $199M | $143M | $97M | $63M | $74M | $35M | |
| Operating Income | $74M | $61M | $33M | $10M | $9M | $20M | $14M | $-14M | $8M | |
| Interest Expense | · | · | $7M | $5M | $3M | $2M | $2M | $4M | $2M | |
| Other Non-op | $192.0K | $-7M | $0 | $0 | $185.0K | $90.0K | $0 | $-22.0K | $4M | |
| Pretax Income | $51M | $47M | $26M | $5M | $6M | $18M | $12M | $-18M | $9M | |
| Income Tax | $6M | $-2M | $3M | $2M | $-2M | $-1M | $1M | $449.0K | $0 | |
| Net Income | $28M | $30M | $14M | $565.0K | $5M | $9M | $4M | $-9M | $0 | |
| EPS (Basic) | $1.11 | $1.23 | $0.59 | $0.03 | $0.28 | $0.55 | $0.24 | $-0.66 | · | |
| EPS (Diluted) | $1.04 | $1.16 | $0.55 | $0.03 | $0.26 | $0.51 | $0.22 | $-0.66 | · | |
| Shares (Basic) | 24,975,000 | 24,657,000 | 23,929,000 | 20,995,000 | 19,181,000 | 16,785,000 | 14,864,000 | 13,554,000 | · | |
| Shares (Diluted) | 38,103,000 | 38,301,000 | 38,356,000 | 21,773,000 | 20,813,000 | 18,383,000 | 16,100,000 | 13,554,000 | · | |
| EBITDA | $86M | $72M | $42M | $17M | $14M | $24M | $16M | $-11M | · |
Bilans 22
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $34M | $54M | $42M | $29M | $29M | $25M | $14M | $19M | $5M | |
| Prepaid Expense | $8M | $8M | $8M | $4M | $5M | $4M | $2M | $1M | $521.0K | |
| Other Current Assets | · | · | · | · | · | · | · | $0 | $0 | |
| Current Assets | $93M | $109M | $75M | $54M | $50M | $51M | $27M | $23M | $8M | |
| PP&E (Net) | $22M | $24M | $30M | $35M | $25M | $17M | $10M | $8M | $7M | |
| PP&E (Gross) | $55M | $52M | $53M | $51M | $37M | $25M | $15M | $11M | $9M | |
| Accum. Depreciation | $34M | $28M | $23M | $15M | $12M | $8M | $5M | $3M | $3M | |
| Intangibles | $40M | $25M | $17M | $4M | $3M | $549.0K | $445.0K | $248.0K | $216.0K | |
| Other Non-current Assets | $7M | $6M | $4M | $4M | $5M | $4M | $1M | $130.0K | $565.0K | |
| Total Assets | $415M | $398M | $355M | $321M | $270M | $186M | $65M | $35M | $17M | |
| Accounts Payable | $34M | $23M | $16M | $16M | $13M | $8M | $5M | $4M | $3M | |
| Short-term Debt | $3M | · | · | · | · | · | · | · | · | |
| Current Liabilities | $58M | $46M | $41M | $37M | $30M | $20M | $13M | $8M | $6M | |
| Capital Leases | $51M | $55M | $57M | $65M | $47M | $33M | · | · | · | |
| Deferred Tax | · | · | · | · | · | · | · | · | $0 | |
| Total Liabilities | $578M | $359M | $338M | $355M | $339M | $224M | $96M | $60M | $58M | |
| Long-term Debt | $292M | $92M | $77M | $94M | $123M | $83M | $36M | $48M | $49M | |
| Total Debt | $295M | $92M | $77M | $94M | $123M | $83M | $46M | $48M | · | |
| Paid-in Capital | $37M | $59M | $73M | $71M | $46M | $29M | $14M | $12M | $0 | |
| Retained Earnings | $-133M | $-15M | $-46M | $-61M | $-61M | $-35M | $-24M | $-21M | $0 | |
| Stockholders' Equity | $-96M | $44M | $28M | $11M | $-14M | $-5M | $-9M | $-8M | $-41M | |
| Liabilities + Equity | $415M | $398M | $355M | $321M | $270M | $186M | $65M | $35M | $17M |
Przepływy pieniężne 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $11M | $9M | $7M | $5M | $4M | $2M | $3M | $876.0K | |
| Stock-based Comp | $23M | $28M | $24M | $20M | $7M | $5M | $2M | $27M | $0 | |
| Deferred Tax | $6M | $-4M | $-22M | $-22M | $-43M | $-49M | $-11M | $-2M | $0 | |
| Amort. of Intangibles | $5M | $3M | $2M | $800.0K | $400.0K | $300.0K | $200.0K | $117.0K | $66.0K | |
| Other Non-cash | $23M | $6M | $25M | $31M | $61M | $56M | $25M | $-9M | · | |
| Operating Cash Flow | $92M | $72M | $51M | $36M | $35M | $25M | $21M | $10M | $14M | |
| CapEx | $6M | $979.0K | $4M | $10M | $13M | $10M | $4M | $2M | $6M | |
| Investing Cash Flow | $-24M | $-12M | $-19M | $-13M | $-15M | $-10M | $-4M | $-2M | $-6M | |
| Stock Repurchased | $82M | $63M | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | $-82M | $-63M | · | · | · | · | · | · | · | |
| Dividends Paid | $146M | $0 | $0 | $0 | $60M | $45M | $19M | $80M | $26M | |
| Financing Cash Flow | $-88M | $-45M | $-18M | $-24M | $-16M | $-3M | $-21M | $6M | $-6M | |
| Net Change in Cash | $-20M | $14M | $14M | $-92.0K | $4M | $11M | $-4M | $14M | $1M | |
| Taxes Paid | $929.0K | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $86M | $71M | $46M | $26M | $23M | $15M | $18M | $8M | · | |
| Levered FCF | · | · | $40M | $23M | $19M | $12M | $15M | $4M | · |
Rentowność 7
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 20.4% | 19.4% | 12.6% | 4.8% | 5.7% | 17.0% | 18.2% | -23.2% | · | |
| Net Margin | 7.6% | 9.7% | 5.4% | 0.27% | 3.6% | 7.9% | 4.6% | -14.8% | · | |
| Pretax Margin | 13.9% | 14.8% | 10.1% | 2.5% | 4.0% | 15.1% | 15.1% | -30.3% | · | |
| EBITDA Margin | 23.5% | 22.9% | 16.2% | 8.2% | 9.1% | 20.1% | 20.9% | -19.0% | · | |
| ROA | 6.9% | 8.1% | 4.2% | 0.19% | 2.4% | 6.1% | 6.5% | -27.0% | · | |
| ROE | -107.8% | 84.7% | 42.1% | -33.7% | -57.2% | -133.8% | -40.8% | -43.0% | · | |
| ROIC | 32.6% | 47.2% | 22.2% | 5.0% | 11.0% | 27.1% | 33.7% | -10.9% | · |
Płynność i wypłacalność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 2.3 | 1.8 | 1.5 | 1.7 | 2.5 | 2.0 | 2.9 | · | |
| Quick Ratio | 0.6 | 1.2 | 1.0 | 0.8 | 1.0 | 1.2 | 1.1 | 2.4 | · | |
| Debt / Equity | -3.1 | 2.1 | 1.4 | 8.8 | -8.8 | -17.0 | -5.1 | 0.6 | · | |
| LT Debt / Equity | -3.0 | 1.9 | 1.2 | 8.1 | -8.4 | -16.3 | -4.7 | 0.6 | · | |
| Interest Coverage | · | · | 5.0 | 2.0 | 3.0 | 8.6 | 5.9 | -3.3 | · |
Efektywność 1
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.8 | 0.8 | 0.7 | 0.7 | 0.8 | 1.4 | 1.8 | · |
Stopy Wzrostu 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.2% | 20.4% | 24.8% | 38.4% | 29.3% | · | · | · | · | |
| Revenue CAGR 3Y | 20.4% | 27.6% | 30.7% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 25.6% | · | · | · | · | · | · | · | · | |
| EPS YoY | -10.3% | 110.9% | 1733.3% | -88.5% | -49.0% | · | · | · | · | |
| EPS CAGR 3Y | 226.1% | 64.6% | 2.5% | · | · | · | · | · | · | |
| EPS CAGR 5Y | 15.3% | · | · | · | · | · | · | · | · | |
| Net Income YoY | -8.5% | 115.2% | 2402.6% | -89.5% | -41.8% | · | · | · | · | |
| Net Income CAGR 3Y | 266.6% | 77.9% | 15.0% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 24.6% | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 26.7% | · | · | · | · | · | · | · | · |
Wycena (TTM) 6
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $365M | $315M | $261M | $209M | $151M | $117M | $77M | $60M | · | |
| Net Income TTM | $28M | $30M | $14M | $565.0K | $5M | $9M | $4M | $-9M | · | |
| P/E | 70.8 | 92.4 | 137.8 | 1144.7 | 500.3 | 244.6 | 192.7 | -39.8 | · | |
| Earnings Yield | 1.4% | 1.1% | 0.73% | 0.09% | 0.20% | 0.41% | 0.52% | -2.5% | · | |
| Payout Ratio | 523.8% | · | 0.00% | 0.00% | 1110.5% | 481.3% | 525.3% | -899.2% | · | |
| Annual Payout | $146M | $0 | $0 | $0 | $60M | $45M | $19M | $80M | · |
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 | $113M | $93M | $105M | $90M | $94M | $76M | $94M | $78M | $78M | $64M | $63M | $71M | $69M | $58M | $57M | $58M | |
| SG&A Expense | $28M | $24M | $22M | $17M | $25M | $18M | $18M | $15M | $17M | $17M | $14M | $15M | $17M | $16M | $14M | $13M | |
| Operating Expenses | $87M | $78M | $74M | $69M | $78M | $69M | $66M | $62M | $63M | $63M | $56M | $57M | $58M | $56M | $51M | $54M | |
| Operating Income | $27M | $15M | $31M | $21M | $16M | $7M | $28M | $16M | $15M | $1M | $7M | $14M | $11M | $1M | $7M | $4M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $1M | · | $2M | $2M | $2M | · | $1M | |
| Other Non-op | $260.0K | $267.0K | $-582.0K | $-209.0K | $815.0K | $168.0K | $-1M | $544.0K | $441.0K | $-7M | $0 | $0 | $0 | · | $0 | $0 | |
| Pretax Income | $21M | $10M | $25M | $15M | $10M | $959.0K | $25M | $15M | $14M | $-7M | $5M | $12M | $9M | $-262.0K | $5M | $2M | |
| Income Tax | $4M | $2M | $4M | $2M | $2M | $-2M | $859.0K | $2M | $3M | $-9M | $-252.0K | $724.0K | $2M | $-81.0K | $3M | $-666.0K | |
| Net Income | $10M | $5M | $12M | $8M | $5M | $2M | $15M | $8M | $6M | $2M | $4M | $7M | $4M | $-81.0K | $501.0K | $2M | |
| EPS (Basic) | · | · | $0.51 | $0.31 | $0.20 | $0.09 | $0.60 | $0.31 | $0.25 | $0.07 | $0.15 | $0.29 | $0.15 | $0.00 | $0.03 | $0.09 | |
| EPS (Diluted) | · | · | $0.48 | $0.29 | $0.18 | $0.09 | $0.58 | $0.29 | $0.24 | $0.05 | $0.12 | $0.28 | $0.15 | $0.00 | $0.03 | $0.09 | |
| Shares (Basic) | 23,718,000 | 24,269,000 | -50,181,000 | 25,149,000 | 25,216,000 | 24,791,000 | -49,416,000 | 24,293,000 | 24,693,000 | 25,087,000 | -47,090,000 | 24,124,000 | 23,689,000 | 23,206,000 | -40,591,000 | 20,892,000 | |
| Shares (Diluted) | 35,710,000 | 36,640,000 | -64,407,000 | 38,014,000 | 38,553,000 | 25,943,000 | -76,511,000 | 37,942,000 | 38,031,000 | 38,839,000 | -34,074,000 | 24,891,000 | 24,333,000 | 23,206,000 | -41,281,000 | 21,569,000 | |
| EBITDA | $27M | $18M | · | $21M | $16M | $10M | · | $16M | $15M | $4M | · | $14M | $11M | $4M | · | · |
Bilans 20
| 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 | $24M | $26M | $34M | $52M | $92M | $70M | $54M | $48M | $24M | $51M | $42M | $35M | $19M | $25M | $29M | $46M | |
| Prepaid Expense | $15M | $14M | $8M | $14M | $18M | $22M | $8M | $6M | $7M | $6M | · | $9M | $12M | $13M | · | $6M | |
| Current Assets | $85M | $73M | $93M | $93M | $135M | $115M | $109M | $77M | $53M | $77M | · | $68M | $53M | $55M | · | $68M | |
| PP&E (Net) | $22M | $22M | $22M | $22M | $22M | $23M | $24M | $25M | $27M | $29M | · | $32M | $33M | $37M | · | $35M | |
| PP&E (Gross) | $59M | $58M | $55M | $55M | $54M | $53M | $52M | $53M | $53M | $53M | · | $52M | $52M | $54M | · | $49M | |
| Accum. Depreciation | $37M | $35M | $34M | $33M | $32M | $29M | $28M | $28M | $26M | $24M | · | $21M | $19M | $17M | · | $14M | |
| Intangibles | $48M | $44M | $40M | $34M | $30M | $27M | $25M | $23M | $21M | $19M | · | $15M | $12M | $5M | · | $4M | |
| Other Non-current Assets | $9M | $7M | $7M | $6M | $6M | $6M | $6M | $5M | $4M | $5M | · | $4M | $4M | $5M | · | $5M | |
| Total Assets | $407M | $393M | $415M | $404M | $437M | $413M | $398M | $358M | $338M | $366M | · | $341M | $323M | $322M | · | $324M | |
| Accounts Payable | $30M | $31M | $34M | $25M | $23M | $20M | $23M | $19M | $16M | $15M | · | $15M | $14M | $14M | · | $14M | |
| Short-term Debt | · | · | $3M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $55M | $56M | $58M | $48M | $46M | $41M | $46M | $49M | $46M | $44M | · | $39M | $38M | $37M | · | $35M | |
| Capital Leases | $46M | $49M | $51M | $51M | $52M | $53M | $55M | $50M | $53M | $55M | · | $60M | $62M | $62M | · | $64M | |
| Total Liabilities | $595M | $597M | $578M | $574M | $567M | $558M | $359M | $356M | $358M | $338M | · | $336M | $337M | $348M | · | $370M | |
| Long-term Debt | $317M | $318M | $292M | $293M | $293M | $293M | $92M | $95M | $97M | $75M | · | $79M | $81M | $92M | · | $120M | |
| Total Debt | $317M | $318M | · | $293M | $293M | $293M | · | $95M | $97M | $75M | · | $79M | $81M | $92M | · | · | |
| Paid-in Capital | $6M | $7M | $37M | $40M | $75M | $70M | $59M | $89M | $78M | $112M | · | $97M | $87M | $78M | · | $67M | |
| Retained Earnings | $-118M | $-128M | $-133M | $-146M | $-154M | $-159M | $-15M | $-31M | $-38M | $-45M | · | $-51M | $-58M | $-61M | · | $-61M | |
| Stockholders' Equity | $-112M | $-121M | $-96M | $-105M | $-79M | $-89M | $44M | $58M | $40M | $67M | · | $47M | $30M | $17M | · | $6M | |
| Liabilities + Equity | $407M | $393M | $415M | $404M | $437M | $413M | $398M | $358M | $338M | $366M | · | $341M | $323M | $322M | · | $324M |
Przepływy pieniężne 17
| 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 | $4M | $3M | $2M | $3M | $3M | $3M | $2M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Stock-based Comp | $5M | $6M | $6M | $6M | $6M | $6M | $7M | $7M | $7M | $7M | $5M | $6M | $6M | $7M | $3M | $5M | |
| Deferred Tax | $4M | $2M | $4M | $2M | $2M | $-2M | $5M | $1M | $2M | $-12M | $-10M | $-5M | $-4M | $-3M | $-10M | $-8M | |
| Amort. of Intangibles | $2M | $2M | $1M | $1M | $1M | $900.0K | $900.0K | $800.0K | $800.0K | $700.0K | $600.0K | $400.0K | $400.0K | $300.0K | · | · | |
| Restructuring | $3M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | · | $7M | · | · | · | $6M | · | · | · | $12M | · | · | · | $-6M | · | · | |
| Operating Cash Flow | $16M | $23M | $23M | $24M | $29M | $15M | $13M | $28M | $19M | $12M | $13M | $21M | $17M | $-639.0K | $3M | $23M | |
| CapEx | $1M | $2M | $3M | $477.0K | $2M | $579.0K | $422.0K | $110.0K | $225.0K | $222.0K | $497.0K | $423.0K | $2M | $2M | $-5M | $9M | |
| Investing Cash Flow | $-7M | $-7M | $-9M | $-6M | $-5M | $-3M | $-3M | $-3M | $-3M | $-3M | $-5M | $-3M | $-9M | $-3M | $4M | $-10M | |
| Stock Repurchased | $4M | $50M | $23M | $58M | $529.0K | $0 | $0 | $0 | · | · | $0 | $0 | · | · | · | · | |
| Net Stock Activity | · | $-50M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid | $0 | $0 | · | · | $0 | $146M | $-4M | $2M | $2M | $42.0K | $-8M | $3M | $5M | $0 | · | $0 | |
| Financing Cash Flow | $-10M | $-25M | $-31M | $-59M | $-807.0K | $2M | $-1M | $-818.0K | $-43M | $-115.0K | $-2M | $-2M | $-14M | $-877.0K | $-25M | $2M | |
| Net Change in Cash | $-2M | $-9M | $-17M | $-41M | $23M | $15M | $8M | $24M | $-27M | $9M | $7M | $16M | $-5M | $-4M | $-18M | $15M | |
| Taxes Paid | $781.0K | $-252.0K | · | · | $924.0K | $15.0K | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $21M | · | · | · | $15M | · | · | · | $12M | · | · | · | $-2M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $96M | · | · | · | $-4M | · | · |
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 | 23.4% | 16.1% | · | 23.5% | 16.7% | 8.8% | · | 21.1% | 19.7% | 2.3% | · | 19.2% | 16.2% | 2.5% | · | · | |
| Net Margin | 8.9% | 5.2% | · | 8.7% | 5.5% | 3.1% | · | 9.7% | 7.9% | 2.8% | · | 9.8% | 5.3% | -0.14% | · | · | |
| Pretax Margin | 18.6% | 10.5% | · | 16.7% | 10.8% | 1.3% | · | 19.1% | 17.7% | -0.05% | · | 16.9% | 13.7% | -0.45% | · | · | |
| EBITDA Margin | 23.4% | 19.6% | · | 23.5% | 16.7% | 12.7% | · | 21.1% | 19.7% | 6.3% | · | 19.2% | 16.2% | 6.2% | · | · | |
| ROA | 2.4% | 1.2% | · | 2.1% | 1.3% | 0.60% | · | 2.2% | 1.9% | 0.53% | · | 2.1% | 1.2% | -0.03% | · | · | |
| ROE | -10.5% | -4.7% | · | -33.9% | -26.5% | -22.1% | · | 14.4% | 17.8% | 4.3% | · | 26.2% | 28.5% | -2.4% | · | · | |
| ROIC | 10.4% | 6.3% | · | 9.5% | 5.9% | 8.9% | · | 9.1% | 8.8% | -57.7% | · | 10.2% | 7.7% | 0.93% | · | · |
Płynność i wypłacalność 5
| 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 | 1.5 | 1.3 | · | 1.9 | 2.9 | 2.8 | · | 1.6 | 1.1 | 1.7 | · | 1.7 | 1.4 | 1.5 | · | · | |
| Quick Ratio | 0.4 | 0.5 | · | 1.1 | 2.0 | 1.7 | · | 1.0 | 0.5 | 1.1 | · | 0.9 | 0.5 | 0.7 | · | · | |
| Debt / Equity | -2.8 | -2.6 | · | -2.8 | -3.7 | -3.3 | · | 1.6 | 2.4 | 1.1 | · | 1.7 | 2.7 | 5.4 | · | · | |
| LT Debt / Equity | -2.8 | -2.6 | · | -2.8 | -3.7 | -3.3 | · | 1.5 | 2.2 | 1.0 | · | 1.5 | 2.4 | 4.9 | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 1.0 | · | 8.4 | 6.5 | 0.8 | · | · |
Efektywność 1
| 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 | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | · |
Wycena (TTM) 5
| 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 | $391M | $353M | · | $338M | $326M | $296M | · | $292M | $283M | $263M | · | $256M | $238M | $210M | · | $194M | |
| Net Income TTM | $28M | $20M | · | $23M | $21M | $18M | · | $23M | $19M | $12M | · | $12M | $6M | $-17.0K | · | $4M | |
| P/E | 57.1 | 50.2 | · | 87.6 | 131.9 | 176.2 | · | 103.8 | 79.8 | 138.8 | · | 143.3 | 241.9 | · | · | 187.6 | |
| Earnings Yield | 1.8% | 2.0% | · | 1.1% | 0.76% | 0.57% | · | 0.96% | 1.2% | 0.72% | · | 0.70% | 0.41% | 0.00% | · | 0.53% | |
| Payout Ratio | · | 0.00% | · | · | · | · | · | · | · | 2.3% | · | · | · | · | · | · |
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 | $365M | $315M | $261M | $209M | $151M |
| Marża Operacyjna % | 20.4% | 19.4% | 12.6% | 4.8% | 5.7% |
| Zysk netto | $28M | $30M | $14M | $565.0K | $5M |
| Rozwodniony EPS | $1.04 | $1.16 | $0.55 | $0.03 | $0.26 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | -3.1 | 2.1 | 1.4 | 8.8 | -8.8 |
| Wskaźnik bieżący | 1.6 | 2.3 | 1.8 | 1.5 | 1.7 |
| Wskaźnik Szybkości | 0.6 | 1.2 | 1.0 | 0.8 | 1.0 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $86M | $71M | $46M | $26M | $23M |
Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów
📊
Wybierz metryki, które są dla Ciebie ważne — kliknij ➕ obok dowolnego wiersza w Pełnych Fundamentach powyżej.
Twój wybór został zapisany i będzie Ci towarzyszył we wszystkich tickerach.
Właściciele instytucjonalni (13F) 246 emitentów · $846.7M 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 |
|---|---|---|---|---|
| 53 (+30 vs poprzedni kw.) | 32 (-30 vs poprzedni kw.) | 61 (-28 vs poprzedni kw.) | 77 (+10 vs poprzedni kw.) | -912K |
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 |
|---|---|---|---|---|
| Capital World Investors | $98 337 921 | 2 027 586 | 11,61% | Akcje |
| WASATCH ADVISORS LP | $97 786 404 | 2 292 227 | 11,55% | Akcje |
| Durable Capital Partners LP | $89 101 824 | 1 837 151 | 10,52% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $62 749 640 | 1 293 807 | 7,41% | Akcje |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $56 477 232 | 1 164 479 | 6,67% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $48 608 446 | 1 002 236 | 5,74% | Akcje |
| STATE STREET CORP | $44 571 646 | 919 003 | 5,26% | Akcje |
| Langdon Equity Partners | $34 677 500 | 715 000 | 4,10% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $27 062 612 | 557 992 | 3,20% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $26 449 018 | 545 223 | 3,12% | Akcje |
| AKRE CAPITAL MANAGEMENT LLC | $21 504 172 | 443 385 | 2,54% | Akcje |
| GOLDMAN SACHS GROUP INC | $21 316 090 | 439 507 | 2,52% | Akcje |
| BANK OF AMERICA CORP /DE/ | $19 289 566 | 397 723 | 2,28% | Akcje |
| Whitebark Investors LP | $13 062 117 | 269 322 | 1,54% | Akcje |
| VANGUARD GROUP INC | $12 299 550 | 167 000 | 1,45% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $10 703 611 | 220 693 | 1,26% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $10 184 321 | 209 986 | 1,20% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9 829 544 | 202 671 | 1,16% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $7 661 109 | 157 961 | 0,90% | Akcje |
| Walleye Capital LLC | $6 923 327 | 142 749 | 0,82% | Akcje |
| TUDOR INVESTMENT CORP ET AL | $5 710 196 | 117 736 | 0,67% | Akcje |
| RIVERBRIDGE PARTNERS LLC | $5 617 220 | 115 819 | 0,66% | Akcje |
| Public Sector Pension Investment Board | $3 943 196 | 81 303 | 0,47% | Akcje |
| Quantinno Capital Management LP | $3 870 793 | 79 810 | 0,46% | Akcje |
| Ewing Morris & Co. Investment Partners Ltd. | $3 765 201 | 77 633 | 0,44% | Akcje |
| Point72 Asset Management, L.P. | $3 762 485 | 77 577 | 0,44% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $3 505 150 | 72 271 | 0,41% | Akcje |
| Bank of New York Mellon Corp | $3 286 312 | 67 759 | 0,39% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3 212 835 | 66 244 | 0,38% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $3 117 435 | 64 277 | 0,37% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $2 931 194 | 60 437 | 0,35% | Akcje |
| Corient Private Wealth LP | $2 754 461 | 56 793 | 0,33% | Akcje |
| RHUMBLINE ADVISERS | $2 734 468 | 56 381 | 0,32% | Akcje |
| JONES FINANCIAL COMPANIES LLLP | $2 516 732 | 53 696 | 0,30% | Akcje |
| Apollon Wealth Management, LLC | $2 379 216 | 49 056 | 0,28% | Akcje |
| STIFEL FINANCIAL CORP | $2 284 825 | 47 109 | 0,27% | Akcje |
| Swiss National Bank | $2 187 350 | 45 100 | 0,26% | Akcje |
| Advantage Alpha Capital Partners LP | $2 127 519 | 28 588 | 0,25% | Akcje |
| AMERIPRISE FINANCIAL INC | $1 892 132 | 39 013 | 0,22% | Akcje |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $1 879 375 | 38 750 | 0,22% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $1 869 336 | 38 543 | 0,22% | Akcje |
| Lighthouse Investment Partners, LLC | $1 810 457 | 37 329 | 0,21% | Akcje |
| Legal & General Group Plc | $1 757 253 | 36 232 | 0,21% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 686 879 | 34 781 | 0,20% | Akcje |
| WINTON GROUP Ltd | $1 630 764 | 33 624 | 0,19% | Akcje |
| Motley Fool Asset Management LLC | $1 610 006 | 33 196 | 0,19% | Akcje |
| WESBANCO BANK INC | $1 552 000 | 32 000 | 0,18% | Akcje |
| CAPITAL FUND MANAGEMENT S.A. | $1 520 911 | 31 359 | 0,18% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 508 074 | 35 351 | 0,18% | Akcje |
| Campbell & CO Investment Adviser LLC | $1 496 225 | 30 850 | 0,18% | Akcje |
| CITADEL ADVISORS LLC | $1 456 358 | 30 028 | 0,17% | Akcje |
| Balyasny Asset Management L.P. | $1 435 503 | 29 598 | 0,17% | Akcje |
| One Capital Management, LLC | $1 393 830 | 32 673 | 0,16% | Akcje |
| JPMORGAN CHASE & CO | $1 380 145 | 28 765 | 0,16% | Akcje |
| ALLSTATE CORP | $1 342 383 | 27 678 | 0,16% | Akcje |
| Daiwa Securities Group Inc. | $1 310 761 | 27 026 | 0,15% | Akcje |
| BlackRock, Inc. | $1 278 509 | 26 361 | 0,15% | Akcje |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1 222 200 | 25 200 | 0,14% | Akcje |
| PRUDENTIAL FINANCIAL INC | $1 192 130 | 24 580 | 0,14% | Akcje |
| PFS Partners, LLC | $1 189 988 | 24 536 | 0,14% | Akcje |
| Freestone Grove Partners LP | $1 182 624 | 24 384 | 0,14% | Akcje |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1 182 576 | 24 383 | 0,14% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $1 109 544 | 26 009 | 0,13% | Akcje |
| BARCLAYS PLC | $1 024 273 | 21 119 | 0,12% | Akcje |
| WELLS FARGO & COMPANY/MN | $1 007 151 | 20 766 | 0,12% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $964 859 | 19 894 | 0,11% | Akcje |
| Nuveen, LLC | $938 863 | 19 358 | 0,11% | Akcje |
| B. Metzler seel. Sohn & Co. AG | $908 987 | 18 742 | 0,11% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $786 767 | 16 222 | 0,09% | Akcje |
| XTX Topco Ltd | $744 621 | 15 353 | 0,09% | Akcje |
| Brevan Howard Capital Management LP | $716 782 | 14 779 | 0,08% | Akcje |
| MetLife Investment Management, LLC | $690 107 | 14 229 | 0,08% | Akcje |
| Verdence Capital Advisors LLC | $652 828 | 13 460 | 0,08% | Akcje |
| Man Group plc | $628 657 | 12 962 | 0,07% | Akcje |
| ExodusPoint Capital Management, LP | $624 534 | 12 877 | 0,07% | Akcje |
| WOLVERINE TRADING, LLC | $602 700 | 8 200 | 0,07% | Opcja kupna |
| CANADA PENSION PLAN INVESTMENT BOARD | $601 400 | 12 400 | 0,07% | Akcje |
| Mariner, LLC | $582 464 | 12 009 | 0,07% | Akcje |
| CITADEL ADVISORS LLC | $552 900 | 11 400 | 0,07% | Opcja sprzedaży |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $548 050 | 11 300 | 0,06% | Opcja kupna |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $526 371 | 10 853 | 0,06% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $522 976 | 10 783 | 0,06% | Akcje |
| AdvisorShares Investments LLC | $509 250 | 10 500 | 0,06% | Akcje |
| Louisiana State Employees Retirement System | $504 400 | 10 400 | 0,06% | Akcje |
| LOGAN CAPITAL MANAGEMENT INC | $485 000 | 10 000 | 0,06% | Akcje |
| Holocene Advisors, LP | $482 284 | 9 944 | 0,06% | Akcje |
| MARSHALL WACE, LLP | $473 748 | 9 768 | 0,06% | Akcje |
| Vanguard Global Advisers, LLC | $471 129 | 9 714 | 0,06% | Akcje |
| State of Tennessee, Department of Treasury | $465 115 | 9 590 | 0,05% | Akcje |
| JANUS HENDERSON GROUP PLC | $460 657 | 10 792 | 0,05% | Akcje |
| Invesco Ltd. | $457 889 | 9 441 | 0,05% | Akcje |
| CITADEL ADVISORS LLC | $451 050 | 9 300 | 0,05% | Opcja kupna |
| Gibbs Wealth Management | $439 525 | 5 906 | 0,05% | Akcje |
| Atria Investments, Inc | $433 353 | 8 935 | 0,05% | Akcje |
| MORGAN STANLEY | $429 419 | 8 854 | 0,05% | Akcje |
| KING LUTHER CAPITAL MANAGEMENT CORP | $416 130 | 8 580 | 0,05% | Akcje |
| NEW YORK STATE COMMON RETIREMENT FUND | $401 677 | 8 282 | 0,05% | Akcje |
| FJ Capital Management LLC | $384 363 | 7 925 | 0,05% | Akcje |
| Callan Family Office, LLC | $372 238 | 7 675 | 0,04% | Akcje |
| Aquatic Capital Management LLC | $370 734 | 7 644 | 0,04% | Akcje |
Insiderzy spółki 19 insiderów · 10 dyrektorzy generalni · 7 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Mark Evan Jones | CEO | 1 maja 2018 A | 297 734 | 0 | 0 | $0 |
| John Arthur Martin | Chief Financial Officer | 28 maja 2026 P | 5 000 | 1 | 0 | $173 650 |
| Mark S. Colby | Chief Financial Officer | 1 maja 2018 A | 37 137 | 0 | 0 | $0 |
| Michael C. Colby | President and COO | 1 maja 2018 A | 43 217 | 0 | 0 | $0 |
| Martin Ellis Thornthwaite | General Counsel | 18 maja 2026 P | 5 000 | 1 | 0 | $207 500 |
| Moxley Michael Patrick | VP of Service Delivery | 1 maja 2018 A | 37 137 | 0 | 0 | $0 |
| Drew Burks | Chief Information Officer | 26 kwietnia 2018 A | — | 0 | 0 | $0 |
| Matthew Colby | Vice President of Agency Sales | 26 kwietnia 2018 A | — | 0 | 0 | $0 |
| Megan Bailey | VP of Franchise Sales | 26 kwietnia 2018 A | — | 0 | 0 | $0 |
| Gary Delavan | VP of Corporate Sales | 26 kwietnia 2018 A | — | 0 | 0 | $0 |
| Peter R. Lane | Dyrektor | 31 lipca 2026 P | 1 600 | 1 | 0 | $101 024 |
| Waded Cruzado | Dyrektor | 2 lutego 2022 A | — | 0 | 0 | $0 |
| Thomas Mcconnon | Dyrektor | 2 lutego 2022 A | — | 0 | 0 | $0 |
| Robyn Mary Elizabeth Jones | Dyrektor | 1 maja 2018 A | 297 734 | 0 | 0 | $0 |
| Mark Miller | Dyrektor | 26 kwietnia 2018 A | — | 0 | 0 | $0 |
| James Reid | Dyrektor | 26 kwietnia 2018 A | — | 0 | 0 | $0 |
| Durable Capital Partners LP | Posiadacz 10% | 31 lipca 2026 P | 2 570 260 | 9 | 0 | $11 349 167 |
| Adrienne Jones | Posiadacz 10% | 28 lipca 2026 C | 0 | 0 | 1 | $-326 000 |
| Patrick Ryan Langston | Posiadacz 10% | 29 maja 2026 P | 7 800 | 1 | 0 | $99 568 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Aktywiści i właściciele 5%+ 2 akcje
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 |
|---|---|---|---|---|---|
| Mark E. Jones, Robyn Jones, The Mark & Robyn Jones Descendants Trust 2014, The Lanni Elaine Romney Family Trust 2014, The Lindy Jean Langston Family Trust 2014, The Camille LaVaun Peterson Family Trust 2014, The Desiree Robyn Coleman Family Trust 2014, The Adrienne Morgan Jones Family Trust 2014, The Mark Evan Jones, Jr. Family Trust 2014, Serena Jones, Lanni Romney, Lindy Langston, Camille Peterson, Desiree Coleman, Adrienne Jones, Mark E. Jones, Jr., P. Ryan Langston, SLJ Dynasty Trust, Jones 2020 Irrevocable Trust, Lindy Langston Spousal Lifetime Access Trust, Lanni Romney Spousal Lifetime Access Trust, Nathan Scott Romney, Nathan Romney 2021 Family Trust, Ryan Langston 2021 Family Trust, The CP Descendants' Trust, Chick & The Bear Irrevocable Trust, SLJ 2023 Grantor Retained Annuity Trust, SLJ 2025 Grantor Retained Annuity Trust, Alexandra Nicole Rogers Trust, Benjamin Douglas Jones Trust, Brendan Scot Jones Trust, Emily Marie Jones Trust, Joshua Thomas Jones Trust ×49 zgłoszenia | 25 lutego 2026 | 35,10% | Aneks | — | SEC |
| Michael C. Colby, Colby 2014 Family Trust ×3 zgłoszenia | 22 stycznia 2020 | — | 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 52 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 |
|---|---|---|---|---|
| TMFS · RBB Fund, Inc. | 2,04% | 35 204 NS | 31 maja 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,33% | 1 387 SH | 8 sierpnia 2026 | Dziennie |
| IJT · iShares Trust | 0,12% | 149 408 SH | 8 sierpnia 2026 | Dziennie |
| ESSC · Strategy Shares | 0,11% | 623 NS | 30 kwietnia 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,10% | 4 598 SH | 8 sierpnia 2026 | Dziennie |
| XJR · iShares Trust | 0,10% | 2 794 SH | 8 sierpnia 2026 | Dziennie |
| IWN · iShares Trust | 0,09% | 197 695 SH | 8 sierpnia 2026 | Dziennie |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,09% | 19 159 SH | 8 sierpnia 2026 | Dziennie |
| IJR · iShares Trust | 0,09% | 1 444 142 SH | 8 sierpnia 2026 | Dziennie |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 18 453 SH | 8 sierpnia 2026 | Dziennie |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,06% | 82 529 SH | 8 sierpnia 2026 | Dziennie |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 9 322 NS | 30 kwietnia 2026 | N-PORT |
| IJS · iShares Trust | 0,05% | 67 750 SH | 8 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,05% | 598 646 SH | 8 sierpnia 2026 | Dziennie |
| ISCG · iShares Trust | 0,05% | 7 007 SH | 8 sierpnia 2026 | Dziennie |
| BKSE · BNY Mellon ETF Trust | 0,04% | 734 NS | 30 kwietnia 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,04% | 16 073 SH | 8 sierpnia 2026 | Dziennie |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,04% | 12 655 SH | 8 sierpnia 2026 | Dziennie |
| SAA · ProShares Trust | 0,04% | 299 NS | 31 maja 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,03% | 8 784 SH | 8 sierpnia 2026 | Dziennie |
| RSSL · Global X Funds | 0,03% | 10 263 NS | 30 kwietnia 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,03% | 295 812 SH | 8 sierpnia 2026 | Dziennie |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,03% | 134 812 SH | 8 sierpnia 2026 | Dziennie |
| TEXN · iShares Trust | 0,03% | 67 SH | 8 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,02% | 77 074 NS | 30 kwietnia 2026 | N-PORT |
| ISCB · iShares Trust | 0,02% | 971 SH | 8 sierpnia 2026 | Dziennie |
| ITWO · ProShares Trust | 0,02% | 1 117 NS | 31 maja 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,02% | 118 547 NS | 31 maja 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 1 730 SH | 8 sierpnia 2026 | Dziennie |
| FNCL · FIDELITY COVINGTON TRUST | 0,01% | 6 381 NS | 30 kwietnia 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,01% | 5 363 SH | 8 sierpnia 2026 | Dziennie |
| UWM · ProShares Trust | 0,01% | 873 NS | 31 maja 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,01% | 272 921 SH | 8 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,01% | 514 342 SH | 8 sierpnia 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 2 339 SH | 8 sierpnia 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | 0,01% | 36 687 SH | 8 sierpnia 2026 | Dziennie |
| IWO · iShares Trust | 0,01% | 20 194 SH | 8 sierpnia 2026 | Dziennie |
| URTY · ProShares Trust | 0,01% | 882 NS | 31 maja 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 1 873 NS | 31 maja 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 2 156 NS | 30 kwietnia 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 22 NS | 31 maja 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,00% | 8 851 NS | 31 maja 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 33 525 SH | 8 sierpnia 2026 | Dziennie |
| IWV · iShares Trust | 0,00% | 6 445 SH | 8 sierpnia 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,00% | 14 306 NS | 30 kwietnia 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 557 NS | 30 kwietnia 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 14 266 NS | 31 maja 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 549 NS | 30 kwietnia 2026 | N-PORT |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,00% | 45 NS | 31 maja 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 1 244 NS | 30 kwietnia 2026 | N-PORT |