TWLO Twilio Inc. Class A Common Stock
O Twilio Inc. Class A Common Stock Przegląd firmy z Wikipedii
Twilio Inc. is an American cloud communications company based in San Francisco, California, which provides programmable communication tools for making and receiving phone calls, sending and receiving text messages, and performing other communication functions using its web service APIs.
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Twilio Inc. is an American cloud communications company based in San Francisco, California, which provides programmable communication tools for making and receiving phone calls, sending and receiving text messages, and performing other communication functions using its web service APIs.
History
Twilio was founded in 2008 by University of Michigan graduates Jeff Lawson, Evan Cooke, and John Wolthuis and was based initially in Seattle, Washington, and San Francisco, California.
On November 20, 2008, the company launched Twilio Voice, an API to make and receive phone calls completely hosted in the cloud. Twilio's text messaging API was released in February 2010, and SMS shortcodes were released in public beta in July 2011.
Twilio raised approximately $103 million in venture capital growth funding. Twilio received its first round of seed funding in March 2009 for an undisclosed amount from Mitch Kapor, The Founders Fund, Dave McClure, David G. Cohen, Chris Sacca, Manu Kumar, from K9 Ventures, and Jeff Fluhr.
Twilio's first A round of funding was led by Union Square Ventures for $3.7 million and its second B round of funding, for $12 million, was led by Bessemer Venture Partners.
Twilio received $17 million in a Series C round in December 2011 from Bessemer Venture Partners and Union Square Ventures.
In July 2013 Twilio received another $70 million from Redpoint Ventures, Draper Fisher Jurvetson (DFJ), and Bessemer Venture Partners.
In July 2015, Twilio raised a $130 million Series E from Fidelity, T Rowe Price, Altimeter Capital Management, and Arrowpoint Partners, in addition to Amazon and Salesforce.
Twilio filed for IPO on the New York Stock Exchange and started trading on June 23, 2016, with a 92% increase on the first day.
In March 2020, Twilio announced the appointment of Steve Pugh as Chief Security Officer and Glenn Weinstein as Chief Customer Officer.
In 2021, Twilio shut down its links to Parler due to Parler refusing to agree to monitor hate speech and insurrection on its platform.
On August 4, 2022, an unknown attacker accessed Twilio's internal network through an SMS phishing campaign targeting Twilio's employees. Twilio confirmed the breach three days later, clarifying that it affected only "a limited number" of customer accounts. On August 15, Signal announced that it had been affected by the breach, indicating that the 125 customers affected included at least some enterprise accounts.
In September 2022, Twilio laid off 11% of its workforce. In the company announcement, former CEO Jeff Lawson claimed that the decisions (on which employees to lay off) were made through an "anti-racist/anti-oppression lens". The company announced an additional 17% cut in its workforce, nearly 1,500 employees, in February 2023. As a part of restructuring, the company also announced creation of two business units – Twilio Data & Applications and Twilio Communications. In December 2023, Twilio announced a decision to reduce its workforce by 5%, affecting around 300 employees, primarily within its Data and Applications division.
Twilio is known for using platform evangelism to acquire customers. An early example is GroupMe, which was founded in May 2010 at the hackathon of TechCrunch Disrupt and uses Twilio's text messaging product to facilitate group chat. GroupMe raised $10.6 million in venture funding in January 2011.
Following the success of TechCrunch Disrupt, seed accelerator 500 Startups (now 500 Global) announced the Twilio Fund, a $250,000 "micro-fund" to provide seed money to startups using Twilio in September 2010.
In January 2024, Twilio founder Jeff Lawson stepped down as CEO and board member, succeeded by Khozema Shipchandler. Later that year in July, alleged threat actors acquired the phone numbers of over 33 million users of the company's multi-factor authentication service "Authy".
For full-year 2025, Twilio reported total revenue of $5.07 billion, a 14% year-over-year increase, driven by growth in voice AI, software add-ons, and solution bundles. Q4 2025 revenue was $1.37 billion, up 14% year-over-year.
Acquisitions
In February 2015, Twilio acquired Authy, a Y Combinator–backed startup that offers two-factor authentication services to end users, developers and enterprises.
In September 2016, Twilio acquired Tikal Technologies, the development team behind the Kurento WebRTC open-source media server software, for $8.5 million.
In February 2017, Twilio acquired Beepsend, a Swedish-based SMS messaging provider, for an undisclosed amount.
Twilio announced in September 2018 that it was acquiring Ytica, a Prague, Czech Republic–based speech analytics firm, for an undisclosed amount.
In October 2018 Twilio announced it was acquiring SendGrid, a Denver, Colorado-based customer communication platform for transactional and marketing email, for $2 billion. In February 2019, the two companies were formally merged in a deal valued at $3 billion.
In November 2018, the company acquired Core Network Dynamics GmbH, a Berlin, Germany-based virtual evolved packet core company.
Twilio announced in July 2020 that it had acquired Electric Imp, an internet of things platform company, for an undisclosed amount. In October of that year, the company acquired Segment, a platform to collect, clean, and activate customer data, for $3.2 billion.
In May 2021, Twilio acquired Ionic Security, a data security platform for $30.2 million, and Zipwhip, a toll-free messaging services provider, for $850 million.
In January 2022, Twilio announced that it agreed to acquire Boku Identity, Inc. from Boku, Inc. for $32.3 million.
In October 2025, Twilio announced its agreement to acquire Stytch, an identity platform for AI agents.
Technology
Twilio uses Amazon Web Services to host its communication infrastructure via APIs.
Rather than using industry-standard protocols such as SIP for call control, Twilio uses a customized markup language known as TwiML to allow for direct integration with its services. Twilio and the customer typically exchange TwiML documents via HTTP Webhook.
In June 2010, Twilio launched OpenVBX, an open-source product that lets business users configure phone numbers to receive and route phone calls. One month later, Twilio engineer Kyle Conroy released Stashboard, an open-source status dashboard written in the Python programming language that any API or software service can use to display whether their service is functioning properly.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
TWLO Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
TWLO Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
TWLO Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 13 34,2%
- Kup 19 50,0%
- Trzymaj 5 13,2%
- Sprzedaj 1 2,6%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
31 analityków · 2026-08-19Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $1.47 | $1.34 | 0.12% |
| 31 marca 2026 | $1.50 | $1.30 | 0.20% |
| 31 grudnia 2025 | $1.33 | $1.26 | 0.07% |
| 30 września 2025 | $1.25 | $1.11 | 0.14% |
| 30 czerwca 2025 | $1.19 | $1.07 | 0.12% |
| 31 marca 2025 | $1.14 | $0.96 | 0.18% |
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 |
|---|---|---|---|---|---|---|
| TWLO | $21.68B | 677.3 | 13.7% | 0.67% | 0.43% | 48.9% |
| SNOW | $66.35B | -48.8 | 29.2% | -28.4% | -54.1% | 67.2% |
| NET | — | -679.8 | 29.8% | — | — | — |
| CRWV | $35.95B | -25.5 | 167.9% | -22.7% | -39.0% | — |
| MDB | $30.35B | -428.5 | 22.8% | -2.9% | -2.4% | 71.8% |
| VRSN | $22.33B | 117.4 | 6.4% | 49.8% | -39.8% | — |
| OKTA | — | 65.5 | 11.8% | 8.1% | 3.4% | 77.4% |
| AKAM | $12.63B | 28.4 | 5.4% | 10.7% | 9.6% | — |
| DOCN | $4.42B | 19.1 | 15.5% | 28.8% | -254.3% | 59.9% |
| GDDY | $16.72B | 19.9 | 8.3% | 17.7% | 282.5% | — |
| APLD | $13.61B | -52.0 | 167.5% | -30.1% | -11.6% | — |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat 17
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B | $1.13B | $650M | $399M | $277M | $167M | |
| Cost of Revenue | $2.59B | $2.18B | $2.11B | $2.01B | $1.45B | $846M | $526M | $301M | $183M | $121M | $74M | |
| Gross Profit | $2.48B | $2.28B | $2.04B | $1.81B | $1.39B | $916M | $609M | $349M | $216M | $157M | $92M | |
| R&D Expense | $1.02B | $1.01B | $943M | $1.08B | $789M | $531M | $391M | $171M | $121M | $78M | $43M | |
| SG&A Expense | $411M | $449M | $468M | $517M | $472M | $311M | $218M | $118M | $61M | $51M | $36M | |
| Operating Expenses | $2.32B | $2.33B | $2.92B | $3.02B | $2.31B | $1.41B | $979M | $464M | $282M | $198M | $128M | |
| Operating Income | $158M | $-54M | $-877M | $-1.21B | $-916M | $-493M | $-370M | $-115M | $-66M | $-41M | $-35M | |
| Interest Income | $71M | $90M | $78M | $65M | $56M | $32M | $21M | $3M | $3M | · | · | |
| Other Non-op | $79M | $82M | $48M | $-3M | $-45M | $-12M | $8M | $-6M | $3M | $317.0K | $11.0K | |
| Pretax Income | $55M | $-89M | $-997M | $-1.24B | $-961M | $-504M | $-362M | $-121M | $-63M | $-41M | $-35M | |
| Income Tax | $21M | $21M | $19M | $13M | $-11M | $-13M | $-55M | $791.0K | $705.0K | $326.0K | $122.0K | |
| Net Income | $34M | $-109M | $-1.02B | $-1.26B | $-950M | $-491M | $-307M | $-122M | $-64M | $-41M | $-36M | |
| EPS (Basic) | $0.22 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · | |
| EPS (Diluted) | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 | $-3.35 | $-2.36 | · | · | · | · | |
| Shares (Basic) | 152,986,390 | 165,925,128 | 183,327,844 | 182,994,038 | 174,180,465 | 146,708,663 | 130,083,046 | · | · | · | · | |
| Shares (Diluted) | 159,788,944 | 165,925,128 | 183,327,844 | 182,994,038 | 174,180,465 | 146,708,663 | 130,083,046 | · | · | · | · | |
| EBITDA | $353M | $152M | $-592M | $-926M | · | $-343M | $-259M | $-89M | $-47M | $-33M | · |
Bilans 26
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $682M | $421M | $656M | $652M | $1.48B | $934M | $254M | $487M | $115M | $306M | $109M | |
| Receivables | $637M | $589M | $563M | $548M | $388M | $251M | $154M | $98M | $43M | $26M | $19M | |
| Prepaid Expense | $470M | $474M | $329M | $282M | $186M | $81M | $55M | $27M | $19M | $22M | $9M | |
| Other Current Assets | $162M | $140M | $132M | · | · | · | · | · | · | · | · | |
| Current Assets | $3.58B | $3.45B | $4.90B | $4.98B | $5.93B | $3.37B | $2.06B | $873M | $353M | $353M | $136M | |
| PP&E (Net) | · | · | · | · | · | · | $141M | $64M | $51M | $38M | $14M | |
| PP&E (Gross) | · | · | · | · | · | · | $222M | $108M | $77M | $51M | $20M | |
| Accum. Depreciation | · | · | · | · | · | · | $81M | $45M | $26M | $13M | $6M | |
| Goodwill | $5.29B | $5.24B | $5.24B | $5.28B | $5.26B | $4.60B | $2.30B | $38M | $18M | $4M | $3M | |
| Intangibles | $142M | $239M | $350M | $850M | $1.05B | $967M | $461M | $28M | $20M | $10M | $2M | |
| Other Non-current Assets | $223M | $206M | $235M | $361M | $263M | $111M | $34M | $8M | $3M | $484.0K | $356.0K | |
| Total Assets | $9.77B | $9.87B | $11.61B | $12.56B | $13.00B | $9.49B | $5.15B | $1.03B | $450M | $413M | $158M | |
| Accounts Payable | $85M | $100M | $120M | $125M | $93M | $60M | $39M | $18M | $11M | $4M | $2M | |
| Short-term Debt | · | · | · | · | · | · | · | $0 | · | · | · | |
| Current Liabilities | $887M | $820M | $738M | $808M | $704M | $448M | $247M | $138M | $79M | $74M | $40M | |
| Capital Leases | $54M | $86M | $121M | $165M | $211M | $230M | $139M | $2M | · | · | · | |
| Deferred Tax | · | · | · | · | · | $14M | $8M | $5M | $2M | · | · | |
| Other Non-current Liabilities | $16M | $16M | $29M | $24M | $41M | $37M | $18M | $18M | $11M | $10M | $448.0K | |
| Total Liabilities | $1.95B | $1.91B | $1.88B | $2.01B | $1.97B | $1.03B | $871M | $590M | $90M | $83M | $41M | |
| Long-term Debt | $992M | $991M | $989M | $987M | $986M | $302M | · | · | · | · | · | |
| Common Stock | $152.0K | $153.0K | $182.0K | $186.0K | $180.0K | $164.0K | $138.0K | $100.0K | $94.0K | $87.0K | $17.0K | |
| Retained Earnings | $-8.34B | $-7.52B | $-5.07B | $-3.38B | $-2.12B | $-1.17B | $-679M | $-372M | $-250M | $-187M | $-145M | |
| AOCI | $16M | $-1M | $619.0K | $-121M | $-18M | $9M | $5M | $1M | $2M | · | · | |
| Stockholders' Equity | $7.82B | $7.95B | $9.73B | $10.56B | $11.03B | $8.45B | $4.28B | $438M | $360M | $329M | $117M | |
| Liabilities + Equity | $9.77B | $9.87B | $11.61B | $12.56B | $13.00B | $9.49B | $5.15B | $1.03B | $450M | $413M | $158M | |
| Shares Outstanding | 152,411,346 | 152,610,697 | 181,945,771 | 185,975,709 | 180,468,099 | 164,047,524 | 138,412,799 | 100,080,228 | 93,969,796 | 87,248,548 | 17,324,003 |
Przepływy pieniężne 16
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $195M | $206M | $284M | $279M | $258M | $150M | $110M | $26M | $19M | $8M | $4M | |
| Stock-based Comp | $600M | $617M | $676M | $799M | $632M | $361M | $264M | $93M | $50M | $24M | $9M | |
| Deferred Tax | $-1M | $-2M | $-17M | $-13M | $-20M | $-19M | $-58M | $-229.0K | $-295.0K | $29.0K | $-136.0K | |
| Amort. of Intangibles | $108M | $112M | $192M | $206M | $199M | $99M | $73M | $7M | $6M | $900.0K | $500.0K | |
| Restructuring | $15M | $13M | $166M | $77M | $0 | $0 | · | · | · | · | · | |
| Other Non-cash | $175M | $5M | $487M | $-63M | · | $32M | $4M | $11M | $-8M | $19M | · | |
| Operating Cash Flow | $1.00B | $716M | $415M | $-254M | $-58M | $33M | $14M | $8M | $-3M | $10M | $-19M | |
| CapEx | · | · | · | · | $46M | $26M | $45M | $5M | $10M | $14M | $2M | |
| Investing Cash Flow | $81M | $1.37B | $229M | $-616M | $-2.49B | $-846M | $-1.29B | $-139M | $-227M | $-35M | $-12M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | $65M | · | |
| Stock Repurchased | $869M | $2.33B | $669M | $0 | $0 | · | $0 | $0 | $100.0K | $2.0K | · | |
| Net Stock Activity | $-869M | $-2.33B | $-669M | · | · | · | $0 | · | · | $65M | · | |
| Financing Cash Flow | $-833M | $-2.31B | $-644M | $45M | $3.10B | $1.49B | $1.02B | $516M | $36M | $229M | $107M | |
| Net Change in Cash | $251M | $-224M | $-147.0K | $-826M | $548M | $680M | $-252M | $385M | $-193M | $204M | $76M | |
| Taxes Paid | $18M | $37M | $38M | $7M | $6M | $3M | $1M | $564.0K | $605.0K | · | · | |
| Free Cash Flow | · | · | · | · | · | $7M | $-31M | $3M | $-13M | $-4M | · |
Rentowność 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.9% | 51.1% | 49.2% | 47.4% | · | 52.0% | 53.7% | 53.7% | 54.2% | 56.5% | · | |
| Operating Margin | 3.1% | -1.2% | -21.1% | -31.5% | · | -28.0% | -32.6% | -17.7% | -16.6% | -14.9% | · | |
| Net Margin | 0.67% | -2.5% | -24.4% | -32.8% | · | -27.9% | -27.1% | -18.8% | -16.0% | -14.9% | · | |
| Pretax Margin | 1.1% | -2.0% | -24.0% | -32.5% | · | -28.6% | -31.9% | -18.6% | -15.8% | -14.8% | · | |
| EBITDA Margin | 7.0% | 3.4% | -14.2% | -24.2% | · | -19.5% | -22.9% | -13.7% | -11.9% | -11.9% | · | |
| ROA | 0.34% | -1.0% | -8.4% | -9.8% | · | -6.6% | -9.9% | -16.5% | -14.8% | -14.5% | · | |
| ROE | 0.43% | -1.4% | -10.3% | -11.9% | · | -6.9% | -7.2% | -28.0% | -18.5% | -18.5% | · | |
| ROIC | 1.2% | -0.83% | -9.2% | -11.5% | · | -5.7% | -7.3% | -26.5% | -18.6% | -12.6% | · |
Płynność i wypłacalność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.0 | 4.2 | 6.6 | 6.2 | · | 7.5 | 8.3 | 6.3 | 4.5 | 4.8 | · | |
| Quick Ratio | 1.5 | 1.2 | 1.7 | 1.5 | · | 2.6 | 1.6 | 4.2 | 2.0 | 4.5 | · |
Efektywność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.4 | 0.3 | 0.3 | · | 0.2 | 0.4 | 0.9 | 0.9 | 1.0 | · | |
| Receivables Turnover | 8.3 | 7.7 | 7.5 | 8.2 | · | 7.9 | 9.0 | 9.2 | 11.5 | 12.2 | · |
Stopy Wzrostu 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 13.7% | 7.3% | 8.6% | 34.6% | 61.3% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.8% | 16.2% | 33.1% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 23.5% | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 10
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B | $1.76B | $1.13B | $650M | $399M | $277M | · | |
| Net Income TTM | $34M | $-109M | $-1.02B | $-1.26B | $-950M | $-491M | $-307M | $-122M | $-64M | $-41M | · | |
| Market Cap | $21.68B | $16.49B | $13.80B | $9.11B | · | $55.53B | · | $8.94B | $2.22B | $2.52B | · | |
| P/E | 677.3 | -163.8 | -13.7 | -7.1 | -48.3 | -101.0 | -41.6 | · | · | · | · | |
| P/S | 4.3 | 3.7 | 3.3 | 2.4 | · | 31.5 | · | 13.7 | 5.6 | 9.1 | · | |
| P/B | 2.8 | 2.1 | 1.4 | 0.9 | · | 6.6 | · | 20.4 | 6.2 | 7.6 | · | |
| P / Tangible Book | 9.1 | 6.7 | 3.3 | 2.1 | 10.1 | 19.2 | · | · | · | · | · | |
| P / Cash Flow | 21.6 | 23.0 | 33.3 | -35.8 | · | 1700.6 | · | 1119.5 | -680.3 | 249.4 | · | |
| P / FCF | · | · | · | · | · | 8107.8 | · | 2696.0 | -177.3 | -616.5 | · | |
| Earnings Yield | 0.15% | -0.61% | -7.3% | -14.0% | -2.1% | -0.99% | -2.4% | · | · | · | · |
Rachunek zysków i strat 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.50B | $1.41B | $1.37B | $1.30B | $1.23B | $1.17B | $1.19B | $1.13B | $1.08B | $1.05B | $1.08B | $1.03B | $1.04B | $1.01B | $1.02B | $983M | |
| Cost of Revenue | $773M | $723M | $704M | $668M | $626M | $591M | $595M | $555M | $527M | $503M | $545M | $517M | $532M | $516M | $543M | $521M | |
| Gross Profit | $726M | $684M | $662M | $632M | $603M | $582M | $600M | $579M | $556M | $544M | $531M | $516M | $506M | $491M | $481M | $462M | |
| R&D Expense | $273M | $262M | $260M | $262M | $243M | $254M | $244M | $262M | $243M | $260M | $236M | $242M | $227M | $239M | $274M | $285M | |
| SG&A Expense | $118M | $103M | $109M | $108M | $102M | $92M | $116M | $106M | $114M | $113M | $107M | $114M | $135M | $113M | $125M | $135M | |
| Operating Expenses | $641M | $577M | $606M | $591M | $566M | $558M | $586M | $584M | $575M | $588M | $893M | $625M | $648M | $755M | $700M | $919M | |
| Operating Income | $85M | $108M | $57M | $41M | $37M | $23M | $14M | $-5M | $-19M | $-44M | $-362M | $-109M | $-142M | $-264M | $-219M | $-457M | |
| Interest Income | $18M | $18M | $18M | $16M | $18M | $19M | $19M | $20M | $24M | $27M | $24M | $19M | $17M | $17M | $17M | $16M | |
| Other Non-op | $15M | $22M | $15M | $19M | $22M | $23M | $11M | $27M | $17M | $28M | $30M | $1.0K | $9M | $9M | $20M | $-8M | |
| Pretax Income | $76M | $102M | $-38M | $33M | $34M | $27M | $-14M | $-4M | $-26M | $-45M | $-360M | $-140M | $-165M | $-332M | $-220M | $-479M | |
| Income Tax | $-992M | $12M | $8M | $-5M | $11M | $7M | $-1M | $6M | $6M | $10M | $6M | $2M | $744.0K | $10M | $9M | $4M | |
| Net Income | $1.07B | $90M | $-46M | $37M | $22M | $20M | $-12M | $-10M | $-32M | $-55M | $-365M | $-142M | $-166M | $-342M | $-229M | $-482M | |
| EPS (Basic) | $6.99 | $0.59 | $-0.30 | $0.24 | $0.15 | $0.13 | $-0.10 | $-0.06 | $-0.19 | $-0.31 | $-2.01 | $-0.78 | $-0.91 | $-1.84 | $-1.23 | $-2.63 | |
| EPS (Diluted) | $6.68 | $0.57 | $-0.28 | $0.23 | $0.14 | $0.12 | $-0.10 | $-0.06 | $-0.19 | $-0.31 | $-2.01 | $-0.78 | $-0.91 | $-1.84 | $-1.23 | $-2.63 | |
| Shares (Basic) | 152,785,292 | 152,424,306 | -306,707,207 | 153,119,639 | 153,228,766 | 153,345,192 | -344,405,812 | 159,091,110 | 170,222,104 | 181,017,726 | -368,315,796 | 181,749,309 | 183,490,982 | 186,403,349 | -363,945,103 | 183,692,564 | |
| Shares (Diluted) | 159,708,166 | 157,759,141 | -320,907,052 | 159,209,951 | 159,691,758 | 161,794,287 | -344,405,812 | 159,091,110 | 170,222,104 | 181,017,726 | -368,315,796 | 181,749,309 | 183,490,982 | 186,403,349 | -363,945,103 | 183,692,564 | |
| EBITDA | $85M | $142M | · | $41M | $37M | $73M | · | $-5M | $-19M | $10M | · | $-109M | $-142M | $-193M | · | $-457M |
Bilans 21
| 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 | $823M | $542M | $682M | $735M | $969M | $467M | $421M | $584M | $755M | $673M | $656M | $678M | $675M | $635M | $652M | $633M | |
| Receivables | $760M | $711M | $637M | $613M | $588M | $578M | $589M | $551M | $537M | $541M | · | $557M | $600M | $576M | · | $488M | |
| Prepaid Expense | $330M | $390M | $470M | $405M | $401M | $442M | $474M | $299M | $310M | $310M | · | $327M | $315M | $336M | · | $266M | |
| Other Current Assets | $106M | $113M | $162M | $125M | $139M | $121M | $140M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $3.75B | $3.45B | $3.58B | $3.48B | $3.53B | $3.47B | $3.45B | $3.55B | $3.96B | $4.68B | · | $4.74B | $4.66B | $4.86B | · | $4.96B | |
| Goodwill | $5.29B | $5.29B | $5.29B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.24B | $5.28B | $5.28B | $5.28B | |
| Intangibles | $114M | $125M | $142M | $157M | $184M | $211M | $239M | $266M | $293M | $322M | · | $679M | $728M | $798M | · | $901M | |
| Other Non-current Assets | $189M | $226M | $243M | $199M | $219M | $195M | $206M | $212M | $204M | $209M | · | $270M | $291M | $319M | · | $341M | |
| Total Assets | $10.84B | $9.58B | $9.77B | $9.71B | $9.85B | $9.81B | $9.87B | $10.04B | $10.51B | $11.29B | · | $11.86B | $11.90B | $12.30B | · | $12.61B | |
| Accounts Payable | $71M | $92M | $85M | $40M | $76M | $108M | $100M | $71M | $62M | $82M | · | $104M | $94M | $121M | · | $103M | |
| Current Liabilities | $811M | $740M | $887M | $742M | $720M | $726M | $820M | $701M | $711M | $715M | · | $726M | $760M | $788M | · | $864M | |
| Capital Leases | $43M | $43M | $54M | $68M | $77M | $78M | $86M | $95M | $103M | $110M | · | $134M | $146M | $162M | · | $176M | |
| Other Non-current Liabilities | $14M | $16M | $16M | $15M | $16M | $15M | $16M | $23M | $19M | $20M | · | $18M | $19M | $24M | · | $29M | |
| Total Liabilities | $1.86B | $1.79B | $1.95B | $1.82B | $1.80B | $1.81B | $1.91B | $1.81B | $1.83B | $1.84B | · | $1.88B | $1.93B | $1.98B | · | $2.08B | |
| Long-term Debt | $993M | $993M | $992M | $992M | $991M | $991M | $991M | $990M | $990M | $989M | · | $989M | $988M | $988M | · | $987M | |
| Common Stock | $154.0K | $152.0K | $152.0K | $152.0K | $154.0K | $153.0K | $153.0K | $155.0K | $164.0K | $177.0K | · | $182.0K | $181.0K | $186.0K | · | $184.0K | |
| Retained Earnings | $-7.51B | $-8.51B | $-8.34B | $-8.10B | $-7.79B | $-7.63B | $-7.52B | $-7.09B | $-6.45B | $-5.51B | · | $-4.58B | $-4.38B | $-3.84B | · | $-3.15B | |
| AOCI | $-5M | $-4M | $16M | $23M | $25M | $10M | $-1M | $24M | $-11M | $-5M | · | $-53M | $-60M | $-72M | · | $-165M | |
| Stockholders' Equity | $8.98B | $7.78B | $7.82B | $7.90B | $8.04B | $8.00B | $7.95B | $8.23B | $8.68B | $9.45B | $9.73B | $9.98B | $9.98B | $10.32B | $10.56B | $10.53B | |
| Liabilities + Equity | $10.84B | $9.58B | $9.77B | $9.71B | $9.85B | $9.81B | $9.87B | $10.04B | $10.51B | $11.29B | · | $11.86B | $11.90B | $12.30B | · | $12.61B | |
| Shares Outstanding | · | · | 152,411,346 | · | · | · | 152,610,697 | · | · | · | · | · | · | · | · | · |
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 | $30M | $34M | $48M | $48M | $50M | $50M | $50M | $51M | $52M | $53M | $65M | $73M | $75M | $71M | $71M | $70M | |
| Stock-based Comp | $142M | $137M | $154M | $158M | $149M | $139M | $156M | $155M | $148M | $159M | $166M | $185M | $153M | $171M | $192M | $209M | |
| Amort. of Intangibles | $11M | $17M | $27M | $27M | $27M | $27M | $27M | $28M | $28M | $29M | $43M | $49M | $50M | $51M | $51M | $52M | |
| Restructuring | · | · | · | · | · | · | $-57.0K | $4M | $-310.0K | $10M | $25M | $3M | $15M | $122M | $4M | $72M | |
| Other Non-cash | · | $-108M | · | · | · | $-18M | · | · | · | $34M | · | · | · | $2M | · | · | |
| Operating Cash Flow | $372M | $153M | $272M | $264M | $277M | $191M | $108M | $204M | $213M | $190M | $223M | $206M | $84M | $-98M | $-58M | $-116M | |
| CapEx | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $18M | |
| Investing Cash Flow | $-53M | $-41M | $-140M | $-162M | $402M | $-19M | $129M | $267M | $785M | $190M | $-137M | $-144M | $307M | $202M | $66M | $-47M | |
| Stock Repurchased | $70M | $253M | $198M | $347M | $197M | $126M | $420M | $641M | $917M | $357M | $120M | $64M | $370M | $115M | $0 | $0 | |
| Net Stock Activity | · | $-253M | · | · | · | $-126M | · | · | · | $-357M | · | · | · | $-115M | · | · | |
| Financing Cash Flow | $-38M | $-253M | $-183M | $-348M | $-176M | $-126M | $-408M | $-643M | $-898M | $-363M | $-107M | $-67M | $-348M | $-122M | $12M | $-1M | |
| Net Change in Cash | $281M | $-141M | $-52M | $-246M | $503M | $46M | $-170M | $-171M | $100M | $17M | $-22M | $-4M | $43M | $-17M | $19M | $-164M | |
| Taxes Paid | $2M | $21M | $2M | $3M | $8M | $5M | $11M | $6M | $9M | $11M | $15M | $5M | $14M | $3M | $2M | $1M |
Rentowność 8
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 48.4% | 48.6% | · | 48.6% | 49.1% | 49.6% | · | 51.0% | 51.3% | 52.0% | · | 50.0% | 48.7% | 48.8% | · | 47.0% | |
| Operating Margin | 5.6% | 7.6% | · | 3.1% | 3.0% | 2.0% | · | -0.43% | -1.8% | -4.2% | · | -10.5% | -13.7% | -26.2% | · | -46.5% | |
| Net Margin | 71.2% | 6.4% | · | 2.9% | 1.8% | 1.7% | · | -0.86% | -2.9% | -5.3% | · | -13.7% | -16.0% | -34.0% | · | -49.1% | |
| Pretax Margin | 5.0% | 7.3% | · | 2.5% | 2.7% | 2.3% | · | -0.32% | -2.4% | -4.3% | · | -13.5% | -15.9% | -33.0% | · | -48.7% | |
| EBITDA Margin | 5.6% | 10.1% | · | 3.1% | 3.0% | 6.2% | · | -0.43% | -1.8% | 0.94% | · | -10.5% | -13.7% | -19.1% | · | -46.5% | |
| ROA | 10.3% | 0.93% | · | 0.38% | 0.22% | 0.19% | · | -0.09% | -0.28% | -0.47% | · | -1.2% | -1.3% | -2.7% | · | -3.8% | |
| ROE | 12.5% | 1.1% | · | 0.46% | 0.27% | 0.23% | · | -0.11% | -0.34% | -0.56% | · | -1.4% | -1.6% | -3.2% | · | -4.5% | |
| ROIC | 13.3% | 1.2% | · | 0.59% | 0.31% | 0.22% | · | -0.16% | -0.27% | -0.56% | · | -1.1% | -1.4% | -2.6% | · | -4.4% |
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 | 4.6 | 4.7 | · | 4.7 | 4.9 | 4.8 | · | 5.1 | 5.6 | 6.5 | · | 6.5 | 6.1 | 6.2 | · | 5.7 | |
| Quick Ratio | 2.0 | 1.7 | · | 1.8 | 2.2 | 1.4 | · | 1.6 | 1.8 | 1.7 | · | 1.7 | 1.7 | 1.5 | · | 1.3 |
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 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 2.2 | 2.2 | · | 2.2 | 2.2 | 2.1 | · | 2.0 | 1.9 | 1.9 | · | 2.0 | 1.9 | 2.0 | · | 2.4 |
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 | $5.43B | $5.11B | · | $4.83B | $4.62B | $4.44B | · | $4.30B | $4.20B | $4.13B | · | $4.06B | $3.97B | $3.81B | · | $3.54B | |
| Net Income TTM | $1.22B | $170M | · | $70M | $856.0K | $-77M | · | $-239M | $-395M | $-705M | · | $-1.13B | $-1.31B | $-1.37B | · | $-1.25B | |
| P/E | 27.1 | 118.7 | · | 232.8 | 12436.0 | -222.5 | · | -48.7 | -25.9 | -15.9 | · | -9.5 | -8.9 | -8.9 | · | -10.0 | |
| Earnings Yield | 3.7% | 0.84% | · | 0.43% | 0.01% | -0.45% | · | -2.1% | -3.9% | -6.3% | · | -10.5% | -11.2% | -11.2% | · | -10.0% |
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 | $5.07B | $4.46B | $4.15B | $3.83B | $2.84B |
| Marża Brutto % | 48.9% | 51.1% | 49.2% | 47.4% | — |
| Marża Operacyjna % | 3.1% | -1.2% | -21.1% | -31.5% | — |
| Zysk netto | $34M | $-109M | $-1.02B | $-1.26B | $-950M |
| Rozwodniony EPS | $0.21 | $-0.66 | $-5.54 | $-6.86 | $-5.45 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 4.0 | 4.2 | 6.6 | 6.2 | — |
| Wskaźnik Szybkości | 1.5 | 1.2 | 1.7 | 1.5 | — |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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Właściciele instytucjonalni (13F) 1 080 emitentów · $17.3B 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.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 240 (+137 vs poprzedni kw.) | 59 (-61 vs poprzedni kw.) | 318 (+13 vs poprzedni kw.) | 304 (+13 vs poprzedni kw.) | +17.2M |
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 |
|---|---|---|---|---|
| FMR LLC | $1 682 806 540 | 8 155 899 | 9,72% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 577 093 259 | 7 643 548 | 9,11% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 413 268 271 | 6 849 553 | 8,16% | Akcje |
| STATE STREET CORP | $1 237 688 456 | 5 998 587 | 7,15% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $469 591 608 | 2 283 537 | 2,71% | Akcje |
| Pictet Asset Management Holding SA | $463 625 044 | 2 247 629 | 2,68% | Akcje |
| Jericho Capital Asset Management L.P. | $452 369 240 | 2 192 455 | 2,61% | Akcje |
| NORGES BANK | $399 359 762 | 1 935 539 | 2,31% | Akcje |
| Durable Capital Partners LP | $380 916 748 | 1 846 153 | 2,20% | Akcje |
| Capital World Investors | $368 709 440 | 1 786 989 | 2,13% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $249 609 558 | 1 209 760 | 1,44% | Akcje |
| Polar Capital Holdings Plc | $248 623 936 | 1 204 982 | 1,44% | Akcje |
| SRS Investment Management, LLC | $221 945 673 | 1 075 683 | 1,28% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $198 761 609 | 963 319 | 1,15% | Akcje |
| CITADEL ADVISORS LLC | $182 375 087 | 883 900 | 1,05% | Opcja kupna |
| Qube Research & Technologies Ltd | $176 258 847 | 854 257 | 1,02% | Akcje |
| FRED ALGER MANAGEMENT, LLC | $171 447 231 | 830 937 | 0,99% | Akcje |
| Whale Rock Capital Management LLC | $169 555 391 | 821 768 | 0,98% | Akcje |
| Balyasny Asset Management L.P. | $155 900 472 | 755 588 | 0,90% | Akcje |
| Atreides Management, LP | $148 627 340 | 720 338 | 0,86% | Akcje |
| Quantinno Capital Management LP | $139 829 667 | 677 699 | 0,81% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $135 742 650 | 657 891 | 0,78% | Akcje |
| JANE STREET GROUP, LLC | $133 309 813 | 646 100 | 0,77% | Opcja kupna |
| Sachem Head Capital Management LP | $127 924 600 | 620 000 | 0,74% | Akcje |
| MORGAN STANLEY | $126 295 225 | 612 103 | 0,73% | Akcje |
| NORDEA INVESTMENT MANAGEMENT AB | $126 020 143 | 632 663 | 0,73% | Akcje |
| FIRST TRUST ADVISORS LP | $121 174 730 | 587 288 | 0,70% | Akcje |
| EARNEST PARTNERS LLC | $116 669 505 | 565 451 | 0,67% | Akcje |
| 1832 Asset Management L.P. | $114 616 315 | 555 500 | 0,66% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $109 210 000 | 529 299 | 0,63% | Akcje |
| No Street GP LP | $105 228 300 | 510 000 | 0,61% | Akcje |
| Robeco Institutional Asset Management B.V. | $104 404 427 | 506 007 | 0,60% | Akcje |
| BANK OF AMERICA CORP /DE/ | $98 010 463 | 475 018 | 0,57% | Akcje |
| RHUMBLINE ADVISERS | $94 674 432 | 458 850 | 0,55% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $91 392 429 | 442 943 | 0,53% | Akcje |
| Artisan Partners Limited Partnership | $85 364 629 | 413 729 | 0,49% | Akcje |
| Swiss National Bank | $83 769 980 | 406 000 | 0,48% | Akcje |
| JANE STREET GROUP, LLC | $82 985 926 | 402 200 | 0,48% | Opcja sprzedaży |
| Dorsal Capital Management, LP | $82 532 000 | 400 000 | 0,48% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $78 205 206 | 379 034 | 0,45% | Akcje |
| BLAIR WILLIAM & CO/IL | $77 668 836 | 376 430 | 0,45% | Akcje |
| GOLDMAN SACHS GROUP INC | $76 998 661 | 373 182 | 0,44% | Akcje |
| Artemis Investment Management LLP | $76 355 718 | 370 066 | 0,44% | Akcje |
| GLENMEDE TRUST CO NA | $73 462 558 | 356 044 | 0,42% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $71 461 986 | 346 348 | 0,41% | Akcje |
| ALKEON CAPITAL MANAGEMENT LLC | $71 367 896 | 345 892 | 0,41% | Akcje |
| CITIGROUP INC | $70 152 200 | 340 000 | 0,41% | Opcja sprzedaży |
| Connor, Clark & Lunn Investment Management Ltd. | $65 831 856 | 319 061 | 0,38% | Akcje |
| California Public Employees Retirement System | $63 571 305 | 308 105 | 0,37% | Akcje |
| Sumitomo Mitsui Trust Group, Inc. | $63 141 107 | 306 020 | 0,36% | Akcje |
| AMERIPRISE FINANCIAL INC | $60 679 798 | 294 091 | 0,35% | Akcje |
| CITADEL ADVISORS LLC | $60 289 626 | 292 200 | 0,35% | Opcja sprzedaży |
| VANGUARD ASSET MANAGEMENT, Ltd | $57 910 847 | 280 671 | 0,33% | Akcje |
| Pacific Heights Asset Management LLC | $56 740 750 | 275 000 | 0,33% | Akcje |
| Glenmede Investment Management, LP | $54 152 093 | 541 034 | 0,31% | Akcje |
| National Pension Service | $53 915 473 | 261 307 | 0,31% | Akcje |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $53 214 777 | 257 911 | 0,31% | Akcje |
| Legal & General Group Plc | $51 719 299 | 250 663 | 0,30% | Akcje |
| CAPITAL FUND MANAGEMENT S.A. | $51 366 266 | 248 952 | 0,30% | Akcje |
| Retirement Systems of Alabama | $50 896 453 | 246 675 | 0,29% | Akcje |
| PICTON MAHONEY ASSET MANAGEMENT | $49 519 200 | 240 000 | 0,29% | Opcja kupna |
| Kodai Capital Management LP | $48 851 313 | 498 941 | 0,28% | Akcje |
| FIL Ltd | $47 588 158 | 230 641 | 0,27% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $46 408 982 | 224 926 | 0,27% | Akcje |
| BlackRock, Inc. | $45 111 785 | 218 639 | 0,26% | Akcje |
| Caisse de depot et placement du Quebec | $44 744 517 | 216 859 | 0,26% | Akcje |
| Point72 Asset Management, L.P. | $43 919 610 | 212 861 | 0,25% | Akcje |
| Shannon River Fund Management LLC | $41 544 958 | 201 352 | 0,24% | Akcje |
| LPL Financial LLC | $41 431 064 | 200 800 | 0,24% | Akcje |
| Walleye Trading LLC | $40 461 313 | 196 100 | 0,23% | Opcja sprzedaży |
| WELLINGTON MANAGEMENT GROUP LLP | $40 112 822 | 194 411 | 0,23% | Akcje |
| Woodline Partners LP | $38 911 775 | 188 590 | 0,22% | Akcje |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $37 741 884 | 182 920 | 0,22% | Akcje |
| Zurich Insurance Group Ltd/FI | $37 371 728 | 181 126 | 0,22% | Akcje |
| Mitsubishi UFJ Asset Management Co., Ltd. | $35 371 771 | 171 433 | 0,20% | Akcje |
| Vinva Investment Management Ltd | $34 636 805 | 174 000 | 0,20% | Akcje |
| TRUIST FINANCIAL CORP | $33 810 074 | 163 864 | 0,20% | Akcje |
| ROYAL BANK OF CANADA | $32 475 000 | 157 394 | 0,19% | Akcje |
| Baird Financial Group, Inc. | $32 377 716 | 156 922 | 0,19% | Akcje |
| Man Group plc | $30 254 374 | 146 631 | 0,17% | Akcje |
| Driehaus Capital Management LLC | $29 293 289 | 141 973 | 0,17% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $29 281 334 | 232 724 | 0,17% | Akcje |
| Walleye Trading LLC | $29 030 631 | 140 700 | 0,17% | Opcja kupna |
| CONGRESS ASSET MANAGEMENT CO | $28 497 062 | 138 114 | 0,16% | Akcje |
| KING LUTHER CAPITAL MANAGEMENT CORP | $27 479 442 | 133 182 | 0,16% | Akcje |
| Freestone Grove Partners LP | $27 271 668 | 132 175 | 0,16% | Akcje |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $26 470 488 | 128 292 | 0,15% | Akcje |
| AVIVA PLC | $26 057 003 | 126 288 | 0,15% | Akcje |
| STRS OHIO | $25 871 512 | 125 389 | 0,15% | Akcje |
| CANADA PENSION PLAN INVESTMENT BOARD | $25 749 984 | 124 800 | 0,15% | Akcje |
| Korea Investment CORP | $25 464 011 | 123 414 | 0,15% | Akcje |
| PFA Pension, Forsikringsaktieselskab | $25 324 105 | 122 736 | 0,15% | Akcje |
| Assenagon Asset Management S.A. | $24 879 684 | 120 582 | 0,14% | Akcje |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24 771 567 | 120 058 | 0,14% | Akcje |
| RAYMOND JAMES FINANCIAL INC | $23 843 907 | 115 562 | 0,14% | Akcje |
| Portolan Capital Management, LLC | $23 809 863 | 115 397 | 0,14% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $23 775 954 | 188 968 | 0,14% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $23 483 172 | 113 814 | 0,14% | Akcje |
| Benchstone Capital Management LP | $23 160 955 | 112 252 | 0,13% | Akcje |
| UBS Group AG | $23 002 494 | 111 484 | 0,13% | Akcje |
Insiderzy spółki 21 insiderów · 7 dyrektorzy generalni · 14 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Khozema Shipchandler | Chief Executive Officer | 6 lipca 2026 S | 207 203 | 0 | 13 | $-16 252 192 |
| Jeff Lawson | Chief Executive Officer | 18 listopada 2019 C | 38 701 | 0 | 0 | $0 |
| Aidan Viggiano | Chief Financial Officer | 2 lipca 2026 S | 109 724 | 0 | 6 | $-3 581 887 |
| Lee Kirkpatrick | Chief Financial Officer | 15 października 2018 C | 30 582 | 0 | 0 | $0 |
| George Hu | Chief Operating Officer | 15 listopada 2019 S | 160 641 | 0 | 0 | $0 |
| Roy Ng | Chief Operating Officer | 28 czerwca 2016 J | 0 | 0 | 0 | $0 |
| Karyn Smith | General Counsel and Secretary | 15 listopada 2019 G | 4 756 | 0 | 0 | $0 |
| Charles H Bell | Dyrektor | 15 czerwca 2026 A | 18 220 | 0 | 0 | $0 |
| Douglas A. Robinson | Dyrektor | 15 czerwca 2026 A | 3 887 | 0 | 0 | $0 |
| Miyuki Suzuki | Dyrektor | 15 czerwca 2026 A | 17 829 | 0 | 0 | $0 |
| Donna Dubinsky | Dyrektor | 15 czerwca 2026 G | 22 361 | 0 | 0 | $0 |
| Jeffrey R Immelt | Dyrektor | 15 czerwca 2026 A | 1 111 | 0 | 0 | $0 |
| Jeff Epstein | Dyrektor | 15 czerwca 2026 A | 39 902 | 0 | 0 | $0 |
| PATRICK DEVAL L | Dyrektor | 15 czerwca 2026 A | 18 718 | 0 | 0 | $0 |
| Byron B Deeter | Dyrektor | 5 czerwca 2024 A | 27 073 | 0 | 0 | $0 |
| Richard L Dalzell | Dyrektor | 15 października 2019 C | 11 383 | 0 | 0 | $0 |
| DONIO ELENA A. | Dyrektor | 18 czerwca 2019 A | 9 941 | 0 | 0 | $0 |
| James Mcgeever | Dyrektor | 12 czerwca 2017 A | 6 005 | 0 | 0 | $0 |
| Scott Campbell Raney | Dyrektor | 9 lutego 2017 C | 0 | 0 | 0 | $0 |
| UNION SQUARE VENTURES 2008 LP | Posiadacz 10% | 20 grudnia 2016 J | 750 000 | 0 | 0 | $0 |
| Erika Rottenberg | — | 10 sierpnia 2026 S | 27 893 | 0 | 8 | $-1 557 383 |
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 |
|---|---|---|---|---|---|
| Twilio Inc. ×2 zgłoszenia | 9 sierpnia 2021 | — | Pierwotne zgłoszenie | — | SEC |
| DEER VII & CO. LTD., DEER VII & CO. L.P., BESSEMER VENTURE PARTNERS VII L.P., BESSEMER VENTURE PARTNERS VII INSTITUTIONAL L.P., BVP VII SPECIAL OPPORTUNITY FUND L.P., 15 ANGELS LLC, DEER VIII & CO. LTD., DEER VIII & CO. L.P., BESSEMER VENTURE PARTNERS VIII L.P., BESSEMER VENTURE PARTNERS VIII INSTITUTIONAL L.P. ×3 zgłoszenia | 7 marca 2019 | — | 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 146 funduszy 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 |
|---|---|---|---|---|
| CLOU · Global X Funds | 4,36% | 61 503 NS | 31 maja 2026 | N-PORT |
| FMTM · EA Series Trust | 3,30% | 25 997 NS | 30 kwietnia 2026 | N-PORT |
| LGRO · ALPS ETF Trust | 3,12% | 22 061 NS | 31 maja 2026 | N-PORT |
| BUL · Pacer Funds Trust | 2,82% | 24 200 NS | 30 kwietnia 2026 | N-PORT |
| FDCF · Fidelity Covington Trust | 2,62% | 14 657 NS | 31 maja 2026 | N-PORT |
| SMRI · EA Series Trust | 2,22% | 81 186 NS | 30 kwietnia 2026 | N-PORT |
| FDTX · Fidelity Covington Trust | 2,09% | 28 217 NS | 31 maja 2026 | N-PORT |
| AMID · EA Series Trust | 1,93% | 10 657 NS | 29 maja 2026 | N-PORT |
| EPMB · Harbor ETF Trust | 1,90% | 578 NS | 30 kwietnia 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 1,82% | 27 074 SH | 8 sierpnia 2026 | Dziennie |
| IVOG · VANGUARD ADMIRAL FUNDS | 1,64% | 149 758 SH | 8 sierpnia 2026 | Dziennie |
| IJK · iShares Trust | 1,57% | 887 649 SH | 8 sierpnia 2026 | Dziennie |
| TAX · EA Series Trust | 1,47% | 1 969 NS | 29 maja 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 1,43% | 2 413 NS | 31 maja 2026 | N-PORT |
| FXL · First Trust Exchange-Traded AlphaDE… | 1,28% | 128 948 NS | 30 kwietnia 2026 | N-PORT |
| SKYU · ProShares Trust | 1,26% | 238 NS | 31 maja 2026 | N-PORT |
| MIDE · DBX ETF Trust | 1,16% | 205 NS | 29 maja 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 1,01% | 18 560 SH | 8 sierpnia 2026 | Dziennie |
| PNQI · Invesco Exchange-Traded Fund Trust | 1,01% | 22 680 SH | 8 sierpnia 2026 | Dziennie |
| XJH · iShares Trust | 0,92% | 20 511 SH | 8 sierpnia 2026 | Dziennie |
| IQSM · New York Life Investments ETF Trust | 0,88% | 18 628 NS | 30 kwietnia 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,86% | 2 010 799 SH | 8 sierpnia 2026 | Dziennie |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,86% | 245 170 SH | 8 sierpnia 2026 | Dziennie |
| IJH · iShares Trust | 0,81% | 5 236 686 SH | 8 sierpnia 2026 | Dziennie |
| NULV · Nushares ETF Trust | 0,69% | 96 199 NS | 30 kwietnia 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,66% | 17 464 NS | 30 kwietnia 2026 | N-PORT |
| MVV · ProShares Trust | 0,63% | 5 240 NS | 31 maja 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0,59% | 17 090 NS | 30 kwietnia 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,57% | 23 750 NS | 30 kwietnia 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,54% | 409 970 NS | 31 maja 2026 | N-PORT |
| ITAN · EA Series Trust | 0,50% | 2 362 NS | 29 maja 2026 | N-PORT |
| HGRO · ETF Opportunities Trust | 0,50% | 3 265 NS | 30 kwietnia 2026 | N-PORT |
| LSVD · ADVISORS' INNER CIRCLE FUND | 0,48% | 19 440 NS | 30 kwietnia 2026 | N-PORT |
| OASC · Unified Series Trust | 0,46% | 2 039 NS | 31 maja 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,44% | 2 511 NS | 30 kwietnia 2026 | N-PORT |
| UMDD · ProShares Trust | 0,44% | 732 NS | 31 maja 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,39% | 3 333 NS | 31 maja 2026 | N-PORT |
| FBCG · FIDELITY COVINGTON TRUST | 0,38% | 157 598 NS | 30 kwietnia 2026 | N-PORT |
| IMCG · iShares Trust | 0,37% | 78 493 SH | 8 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,37% | 3 481 229 SH | 8 sierpnia 2026 | Dziennie |
| COWZ · Pacer Funds Trust | 0,36% | 443 474 NS | 30 kwietnia 2026 | N-PORT |
| QQWZ · Pacer Funds Trust | 0,36% | 1 135 NS | 30 kwietnia 2026 | N-PORT |
| AIQ · Global X Funds | 0,36% | 202 325 NS | 31 maja 2026 | N-PORT |
| NULC · Nushares ETF Trust | 0,35% | 1 363 NS | 30 kwietnia 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,35% | 1 741 716 SH | 8 sierpnia 2026 | Dziennie |
| VLUE · iShares Trust | 0,32% | 155 380 SH | 8 sierpnia 2026 | Dziennie |
| FNDA · SCHWAB STRATEGIC TRUST | 0,27% | 128 468 NS | 31 maja 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,26% | 130 616 NS | 30 kwietnia 2026 | N-PORT |
| SUSA · iShares Trust | 0,25% | 53 301 SH | 8 sierpnia 2026 | Dziennie |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,25% | 12 288 NS | 30 kwietnia 2026 | N-PORT |