WK Workiva Inc. Class A Common Stock
O Workiva Inc. Class A Common Stock Przegląd firmy z Wikipedii
Workiva, Inc. is a global software-as-a-service (SaaS) company. It provides a cloud-based connected and reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance.
Czytaj więcej
Workiva, Inc. is a global software-as-a-service (SaaS) company. It provides a cloud-based connected and reporting compliance platform that enables the use of connected data and automation of reporting across finance, accounting, risk, and compliance.
History
Early history
2008 - 2014
In August 2008, Workiva Inc. was formed as WebFilings LLC in California by Jerry Behar and a team of five other entrepreneurs.
Martin Vanderploeg was a co-founder of EAI and served as CTO and Executive Vice President until they were acquired in 2000 by UGS Corp, and is now a division of Siemens, the German technology multinational.
The Workiva Platform is a cloud-based enterprise software-as-a-service platform that enables companies to collect, manage, report and analyse critical business data in real time. Wdesk also allows companies to manage and file financial and compliance documents to regulatory agencies.
Workiva integrates information from disparate content formats, including spreadsheets, presentation documents, emails and other unstructured data, into a single cloud-based report.
In July 2014, the company changed its name to Workiva LLC.
Recent history
2014 - 2019
The company went public in December 2014 and with an IPO on the New York Stock Exchange (NYSE: WK).
Deloitte's 2015 Technology Fast 500 survey of fastest growing technology companies in America Workiva ranked fiftieth among all software companies. In the DevOps Excellence Awards 2019, Workiva won Best Software-Defined Product.
In May 2019, Workiva opened offices in Frankfurt, Germany, and Paris, France. The company also has offices in Amsterdam and London, 12 U.S. cities, and two Canadian cities.
Workiva’s product Wdata allows users to connect large datasets of information to the Workiva platform. It was designed to improve the usefulness of Wdesk. Wdata connects data from enterprise resource planning, governance risk and compliance platforms, and other third-party, on-premise systems and cloud applications.
In September, Workiva updated the Wdata platform to include automatic updates, approval workflows, finance and accounting connectors, risk and control integration, and improved controlled access tools. The company also integrated its platforms with BlackLine, a producer of financial close software. The integration allows accountants to connect and transfer data between the two companies. Later in September, Workiva established a partnership with FloQast, a financial close management software company. The two offer a reporting and compliance solution for private companies, as well as for companies to use before and after they issue an initial public offering of stock.
2020 - 2025
In April 2020, Workiva launched W for ESEF. It is a solution to help European companies comply with the European Securities and Markets Authority (ESMA) requirements for European Single Electronic Format (ESEF) reporting. W for ESEF was made available in 23 European languages. Companies can use the solution to build reports, tag data, and compile the final ESEF submission package.
In November 2020, Workiva appointed COO Julie Iskow to the board. She was named one of the 50 most powerful women in tech in 2019.
In May, the company updated its cloud platform to help companies with Environmental, Social and Corporate Governance (ESG) reporting.
In July 2021, the company became the first SaaS company to enter the United Nations’ Global Compact CFO Taskforce. A few months later, in August 2021, Workiva made its first acquisition when it acquired OneCloud, which provides integration platform as a service software.
In December 2021, Workiva acquired AuditNet, a global audit content and services provider.
In February 2023, Workiva announced that President and Chief Operating Officer Julie Iskow would succeed Marty Vanderploeg as CEO, starting April 1.
In June 2024, Workiva acquired Sustain.Life, a carbon accounting software startup, to enhance its sustainability reporting capabilities.
In September 2025, the company launched an agentic AI platform, Workiva AI.
Applications
Workiva's first SaaS product was SEC reporting software designed to enable corporations to automate their SEC filings by using a proprietary system of document tags and linking. The platform also enabled companies to file electronically directly with the SEC, using the business mark-up language XBRL (Extensible Business Reporting Language), required by the SEC. A customer of Workiva's was the first company to file Inline XBRL with the SEC.
The company has since expanded to include other corporate financial and compliance reporting functions, including:
Sarbanes–Oxley reporting and Recovery and Resolution Plans (RRP) - WDesk integrates documentation required for financial statements, risk assessment and forecasts required by the Sarbanes–Oxley Act into a single view.
SEC and ESEF Filing - including EDGAR HTML conversion and XBRL mapping, creating and filing documentation for IPOs, S-1s, 10Ks, 10-Qs, 20-Fs for SEC, as well as the reports needed to meet Investor Relations, mutual fund and European Single Electronic Format reporting in line with the European Securities and Markets Authority ESMA.
CAFR and State and Local Reporting - used by municipal securities issuers or agents for preparing documentation for Continuing Disclosures to the Municipal Securities Rulemaking Board and documentation required of state and local education departments to meet mandated guidelines.
ESG, Sustainability and Corporate Social Responsibility (CSR) - WDesk supports most global reporting frameworks that track CSR including Global Responsibility Index, the Carbon Disclosure Project and the Dow Jones Sustainability Indices.
Internal Reporting - these tasks include compiling management reports, risk assessments, board reports, among others.
Workiva's reporting software was created for executives that want to integrate data from different systems, and desire software that updates automatically.
European companies use Wdesk to comply with European Securities and Markets Authority’s reporting mandates.
Global Legal Entity Identifier (GLEIF) deployed the Workiva platform to create their annual report which was then showcased by ESMA as a paragon for European Single Electronic Format (ESEF)-compliance reporting.
In September 2021, Workiva formed a partnership with Wilson Sonsini (WSGR), a premier legal firm, to automate the generation of the SEC Form S-1. The new application is known as the WS-1 and helps reduce the time needed to prepare IPO statements.
== References ==
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
WK Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
WK 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
WK Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
- Mocne kupno 11 55,0%
- Kup 8 40,0%
- Trzymaj 1 5,0%
- Sprzedaj 0 0,0%
- Mocna sprzedaż 0 0,0%
12-miesięczny cel cenowy
10 analityków · 2026-08-15Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|
| 30 czerwca 2026 | $0.77 | $0.65 | 0.12% |
| 31 marca 2026 | $0.77 | $0.67 | 0.10% |
| 31 grudnia 2025 | $0.78 | $0.71 | 0.07% |
| 30 września 2025 | $0.55 | $0.40 | 0.15% |
| 30 czerwca 2025 | $0.19 | $0.06 | 0.13% |
| 31 marca 2025 | $0.14 | $0.07 | 0.07% |
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 |
|---|---|---|---|---|---|---|
| WK | — | -183.5 | 19.8% | -3.0% | 72.7% | 78.5% |
| MARA | $3.41B | -2.4 | 38.2% | -144.6% | -34.5% | — |
| NN | — | — | — | — | — | — |
| FRSH | $3.47B | 19.4 | 16.4% | 21.9% | 18.2% | 85.0% |
| BRZE | — | -17.7 | 24.4% | -17.8% | -21.5% | 67.2% |
| AGYS | $2.00B | 51.9 | 15.8% | 12.2% | 12.4% | 62.6% |
| CLSK | — | — | — | — | — | — |
| SOUN | — | — | — | — | — | — |
| INTA | $1.93B | -48.5 | 14.6% | -7.1% | -11.3% | 75.8% |
| 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 18
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $885M | $739M | $630M | $538M | $443M | $352M | $298M | $244M | $208M | $179M | |
| Cost of Revenue | $190M | $172M | $154M | $130M | $104M | $90M | $85M | $66M | $60M | $52M | |
| Gross Profit | $694M | $567M | $476M | $408M | $339M | $261M | $213M | $178M | $148M | $127M | |
| R&D Expense | $215M | $193M | $173M | $152M | $116M | $95M | $90M | $82M | $68M | $57M | |
| SG&A Expense | $113M | $103M | $111M | $100M | $74M | $60M | $48M | $56M | $40M | $33M | |
| Operating Expenses | $737M | $643M | $570M | $497M | $369M | $299M | $258M | $228M | $192M | $171M | |
| Operating Income | $-42M | $-77M | $-95M | $-89M | $-29M | $-38M | $-45M | $-50M | $-44M | $-44M | |
| Interest Expense | · | · | $54M | $6M | $14M | $14M | $6M | $2M | $2M | $2M | |
| Interest Income | $34M | $39M | $26M | $5M | $1M | $3M | $5M | $1M | $586.0K | · | |
| Other Non-op | $-1M | $563.0K | $-2M | $926.0K | $3M | $-205.0K | $-564.0K | $513.0K | $1M | $6.0K | |
| Pretax Income | $-22M | $-49M | $-124M | $-89M | $-39M | $-49M | $-47M | $-50M | $-44M | $-44M | |
| Income Tax | $4M | $6M | $3M | $2M | $-1M | $-291.0K | $139.0K | $247.0K | $61.0K | $24.0K | |
| Net Income | $-26M | $-55M | $-128M | $-91M | $-38M | $-48M | $-47M | $-50M | $-44M | $-44M | |
| EPS (Basic) | $-0.47 | $-0.99 | $-2.36 | $-1.72 | $-0.74 | $-1.00 | $-1.03 | · | · | · | |
| EPS (Diluted) | $-0.47 | $-0.99 | $-2.36 | $-1.72 | $-0.74 | $-1.00 | $-1.03 | · | · | · | |
| Shares (Basic) | 56,272,517 | 55,355,381 | 54,099,757 | 52,954,079 | 51,126,510 | 48,448,166 | 46,302,656 | · | · | · | |
| Shares (Diluted) | 56,272,517 | 55,355,381 | 54,099,757 | 52,954,079 | 51,126,510 | 48,448,166 | 46,302,656 | · | · | · | |
| EBITDA | $-31M | $-66M | $-83M | $-79M | $-24M | $-34M | $-42M | $-46M | $-41M | $-40M |
Bilans 24
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $339M | $302M | $256M | $240M | $300M | $323M | $382M | $78M | $60M | $51M | |
| Receivables | $169M | $148M | $125M | $106M | $77M | $69M | $60M | $65M | $29M | $23M | |
| Prepaid Expense | $29M | $22M | $24M | $18M | $15M | $9M | $7M | $4M | $6M | $9M | |
| Current Assets | $1.16B | $1.05B | $1.01B | $600M | $657M | $633M | $571M | $177M | $115M | $98M | |
| PP&E (Net) | · | · | · | · | · | · | · | $41M | $40M | $43M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $60M | $56M | $56M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $18M | $16M | $13M | |
| Goodwill | $206M | $197M | $112M | $110M | $35M | $0 | · | · | · | · | |
| Intangibles | $22M | $27M | $23M | $28M | $10M | $2M | $2M | $1M | $1M | $1M | |
| Other Non-current Assets | $8M | $8M | $5M | $7M | $5M | $4M | $3M | $577.0K | $861.0K | $1M | |
| Total Assets | $1.49B | $1.37B | $1.22B | $820M | $787M | $707M | $639M | $231M | $158M | $143M | |
| Accounts Payable | $9M | $8M | $5M | $6M | $4M | $3M | $7M | $5M | $3M | $849.0K | |
| Accrued Liabilities | $113M | $127M | $98M | $84M | $84M | $68M | $50M | $36M | $20M | $21M | |
| Current Liabilities | $742M | $592M | $484M | $407M | $646M | $282M | $232M | $192M | $129M | $100M | |
| Capital Leases | $10M | $9M | $11M | $12M | $16M | $17M | $19M | $17M | $18M | $20M | |
| Other Non-current Liabilities | $92.0K | $227.0K | $178.0K | $2M | $2M | $2M | $1M | $7M | $4M | $4M | |
| Total Liabilities | $1.50B | $1.41B | $1.31B | $814M | $714M | $643M | $585M | $241M | $175M | $146M | |
| Long-term Debt | · | · | · | · | · | · | · | · | $0 | $73.0K | |
| Total Debt | · | · | · | · | · | · | · | · | $0 | $73.0K | |
| Paid-in Capital | $721M | $672M | $563M | $538M | $526M | $479M | $420M | $297M | $248M | $217M | |
| Retained Earnings | $-734M | $-708M | $-653M | $-525M | $-452M | $-415M | $-366M | $-307M | $-265M | $-221M | |
| AOCI | $7M | $-6M | $255.0K | $-7M | $-288.0K | $230.0K | $287.0K | $98.0K | $72.0K | $291.0K | |
| Stockholders' Equity | $-5M | $-42M | $-89M | $6M | $73M | $64M | $54M | $-10M | $-17M | $-3M | |
| Liabilities + Equity | $1.49B | $1.37B | $1.22B | $820M | $787M | $707M | $639M | $231M | $158M | $143M |
Przepływy pieniężne 15
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $11M | $11M | $11M | $10M | $5M | $4M | $4M | $4M | $4M | $4M | |
| Stock-based Comp | $123M | $102M | $99M | $71M | $49M | $46M | $36M | $31M | $19M | $14M | |
| Deferred Tax | $-363.0K | $-642.0K | $-48.0K | $600.0K | $-2M | $-263.0K | $-172.0K | $-4.0K | $0 | $-32.0K | |
| Amort. of Intangibles | $7M | $7M | $6M | $5M | $1M | $400.0K | $300.0K | · | · | · | |
| Other Non-cash | $33M | $30M | $89M | $21M | $36M | $32M | $39M | $22M | $27M | $16M | |
| Operating Cash Flow | $140M | $88M | $71M | $11M | $50M | $33M | $31M | $6M | $6M | $-10M | |
| CapEx | $2M | $1M | $2M | $3M | $4M | $2M | $3M | $1M | $1M | $2M | |
| Investing Cash Flow | $-35M | $-45M | $-357M | $-68M | $-69M | $-104M | $-90M | $-6M | $-6M | $4M | |
| Stock Repurchased | $72M | $0 | $0 | · | · | · | · | · | · | · | |
| Net Stock Activity | $-72M | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-75M | $7M | $301M | $-2M | $-3M | $11M | $363M | $17M | $10M | $-895.0K | |
| Net Change in Cash | $37M | $46M | $17M | $-60M | $-22M | $-59M | $304M | $17M | $9M | $-7M | |
| Taxes Paid | $5M | $6M | $3M | $1M | $-41.0K | $679.0K | $371.0K | $67.0K | $42.0K | $47.0K | |
| Free Cash Flow | $138M | $86M | $69M | $8M | $46M | $31M | $27M | $5M | $4M | $-12M | |
| Levered FCF | · | · | $14M | $2M | $33M | $17M | $21M | $3M | $2M | $-14M |
Rentowność 8
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 78.5% | 76.7% | 75.5% | 75.8% | 76.6% | 74.4% | 71.5% | 73.0% | · | · | |
| Operating Margin | -4.8% | -10.4% | -15.0% | -16.5% | -6.6% | -10.8% | -15.3% | -20.4% | · | · | |
| Net Margin | -3.0% | -7.4% | -20.2% | -16.9% | -8.5% | -13.8% | -16.2% | -20.5% | · | · | |
| Pretax Margin | -2.5% | -6.7% | -19.7% | -16.6% | -8.8% | -13.9% | -16.1% | -20.4% | · | · | |
| EBITDA Margin | -3.6% | -8.9% | -13.2% | -14.6% | -5.4% | -9.5% | -14.0% | -18.8% | · | · | |
| ROA | -1.8% | -4.2% | -12.5% | -11.3% | -5.1% | -7.2% | -11.0% | -25.8% | -29.5% | -30.6% | |
| ROE | 72.7% | 119.0% | 125.6% | -36895.3% | -52.7% | -72.7% | -71.1% | 454.6% | 442.9% | -389.3% | |
| ROIC | 911.5% | 204.4% | 108.7% | -1516.1% | -38.8% | -58.5% | -70.2% | 513.7% | 262.0% | 1428.6% |
Płynność i wypłacalność 5
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.6 | 1.8 | 2.1 | 1.5 | 1.0 | 2.2 | 2.5 | 0.9 | 0.9 | 1.0 | |
| Quick Ratio | 0.7 | 0.8 | 0.8 | 0.9 | 0.6 | 1.4 | 1.9 | 0.7 | 0.7 | 0.7 | |
| Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | -0.0 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | 0.0 | -0.0 | |
| Interest Coverage | · | · | -1.8 | -14.7 | -2.1 | -2.7 | -7.2 | -27.3 | -24.0 | -23.2 |
Efektywność 2
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.7 | 0.6 | 0.5 | 0.7 | 1.3 | · | · | |
| Receivables Turnover | 5.6 | 5.4 | 5.4 | 5.9 | 6.1 | 5.4 | 4.8 | 4.4 | · | · |
Stopy Wzrostu 3
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 19.8% | 17.2% | 17.1% | 21.3% | 26.1% | · | · | · | · | · | |
| Revenue CAGR 3Y | 18.0% | 18.6% | 21.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 20.3% | · | · | · | · | · | · | · | · | · |
Wycena (TTM) 4
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $885M | $739M | $630M | $538M | $443M | $352M | $298M | $244M | $208M | $179M | |
| Net Income TTM | $-26M | $-55M | $-128M | $-91M | $-38M | $-48M | $-47M | $-50M | $-44M | $-44M | |
| P/E | -183.5 | -110.6 | -43.0 | -48.8 | -176.3 | -91.6 | -40.8 | · | · | · | |
| Earnings Yield | -0.54% | -0.90% | -2.3% | -2.1% | -0.57% | -1.1% | -2.5% | · | · | · |
Rachunek zysków i strat 18
| 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 | $255M | $247M | $239M | $224M | $215M | $206M | $200M | $186M | $178M | $176M | $167M | $158M | $155M | $150M | $144M | $133M | |
| Cost of Revenue | $50M | $49M | $46M | $46M | $50M | $48M | $46M | $44M | $41M | $42M | $38M | $38M | $40M | $39M | $34M | $32M | |
| Gross Profit | $205M | $199M | $193M | $178M | $166M | $158M | $154M | $142M | $136M | $134M | $129M | $120M | $116M | $112M | $109M | $100M | |
| R&D Expense | $57M | $53M | $55M | $51M | $55M | $54M | $51M | $48M | $48M | $45M | $43M | $42M | $43M | $46M | $38M | $39M | |
| SG&A Expense | $27M | $26M | $28M | $29M | $29M | $27M | $27M | $26M | $26M | $24M | $24M | $21M | $24M | $42M | $24M | $27M | |
| Operating Expenses | $194M | $183M | $185M | $181M | $188M | $183M | $168M | $164M | $159M | $152M | $138M | $135M | $138M | $159M | $123M | $131M | |
| Operating Income | $12M | $15M | $8M | $-3M | $-22M | $-25M | $-13M | $-22M | $-23M | $-18M | $-9M | $-16M | $-23M | $-47M | $-13M | $-30M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | $47M | $1M | $2M | · | $2M | |
| Interest Income | $8M | $8M | $9M | $8M | $8M | $9M | $9M | $9M | $10M | $10M | $10M | $7M | $5M | $4M | $3M | $1M | |
| Other Non-op | $564.0K | $398.0K | $-699.0K | $318.0K | $-736.0K | $-233.0K | $872.0K | $-350.0K | $-45.0K | $86.0K | $-364.0K | $-71.0K | $-439.0K | $-940.0K | $-541.0K | $964.0K | |
| Pretax Income | $17M | $21M | $13M | $2M | $-18M | $-19M | $-6M | $-16M | $-16M | $-11M | $-3M | $-56M | $-20M | $-46M | $-13M | $-29M | |
| Income Tax | $3M | $2M | $772.0K | $-626.0K | $2M | $2M | $2M | $959.0K | $1M | $713.0K | $1M | $530.0K | $819.0K | $585.0K | $1M | $467.0K | |
| Net Income | $13M | $19M | $12M | $3M | $-19M | $-21M | $-9M | $-17M | $-18M | $-12M | $-4M | $-56M | $-21M | $-46M | $-14M | $-30M | |
| EPS (Basic) | $0.24 | $0.33 | $0.21 | $0.05 | $-0.35 | $-0.38 | $-0.15 | $-0.31 | $-0.32 | $-0.21 | $-0.07 | $-1.04 | $-0.39 | $-0.86 | $-0.26 | $-0.56 | |
| EPS (Diluted) | $0.24 | $0.33 | $0.21 | $0.05 | $-0.35 | $-0.38 | $-0.15 | $-0.31 | $-0.32 | $-0.21 | $-0.07 | $-1.04 | $-0.39 | $-0.86 | $-0.26 | $-0.56 | |
| Shares (Basic) | 55,638,926 | 56,885,568 | -112,309,733 | 56,347,994 | 56,076,723 | 56,157,533 | -110,319,474 | 55,581,841 | 55,177,162 | 54,915,852 | -107,857,389 | 54,256,941 | 54,009,963 | 53,690,242 | -105,574,183 | 53,081,564 | |
| Shares (Diluted) | 56,056,066 | 58,441,679 | -114,146,535 | 58,184,796 | 56,076,723 | 56,157,533 | -110,319,474 | 55,581,841 | 55,177,162 | 54,915,852 | -107,857,389 | 54,256,941 | 54,009,963 | 53,690,242 | -105,574,183 | 53,081,564 | |
| EBITDA | $15M | $18M | · | $-718.0K | $-19M | $-22M | · | $-19M | $-21M | $-16M | · | $-13M | $-20M | $-44M | · | $-27M |
Bilans 19
| 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 | $252M | $334M | $339M | $316M | $284M | $242M | $302M | $248M | $268M | $296M | $256M | $405M | $199M | $195M | $240M | $229M | |
| Receivables | $148M | $138M | $169M | $144M | $122M | $119M | $148M | $138M | $121M | $88M | · | $99M | $84M | $77M | · | $82M | |
| Prepaid Expense | $27M | $34M | $29M | $26M | $25M | $28M | $22M | $21M | $21M | $26M | · | $22M | $25M | $24M | · | $14M | |
| Current Assets | $1.06B | $1.11B | $1.16B | $1.09B | $1.02B | $974M | $1.05B | $989M | $932M | $997M | · | $947M | $620M | $585M | · | $568M | |
| Goodwill | $204M | $204M | $206M | $206M | $206M | $200M | $197M | $202M | $199M | $110M | $112M | $109M | $111M | $111M | $110M | $103M | |
| Intangibles | $20M | $22M | $22M | $24M | $25M | $26M | $27M | $30M | $32M | $21M | · | $24M | $26M | $27M | · | $28M | |
| Other Non-current Assets | $7M | $7M | $8M | $7M | $7M | $8M | $8M | $6M | $7M | $6M | · | $5M | $6M | $7M | · | $6M | |
| Total Assets | $1.37B | $1.43B | $1.49B | $1.41B | $1.35B | $1.29B | $1.37B | $1.30B | $1.24B | $1.20B | · | $1.15B | $831M | $800M | · | $777M | |
| Accounts Payable | $12M | $11M | $9M | $11M | $11M | $15M | $8M | $13M | $8M | $10M | · | $5M | $5M | $6M | · | $10M | |
| Accrued Liabilities | $105M | $89M | $113M | $120M | $119M | $93M | $127M | $111M | $113M | $89M | · | $94M | $91M | $79M | · | $85M | |
| Current Liabilities | $723M | $686M | $742M | $692M | $662M | $547M | $592M | $539M | $506M | $467M | · | $438M | $424M | $396M | · | $376M | |
| Capital Leases | $6M | $7M | $10M | $8M | $9M | $10M | $9M | $8M | $9M | $10M | · | $9M | $10M | $11M | · | $13M | |
| Other Non-current Liabilities | $101.0K | $102.0K | $92.0K | $284.0K | $292.0K | $238.0K | $227.0K | $236.0K | $221.0K | $212.0K | · | $2M | $2M | $2M | · | $1M | |
| Total Liabilities | $1.47B | $1.44B | $1.50B | $1.45B | $1.41B | $1.37B | $1.41B | $1.35B | $1.32B | $1.29B | · | $1.26B | $831M | $799M | · | $782M | |
| Paid-in Capital | $604M | $700M | $721M | $702M | $675M | $655M | $672M | $645M | $609M | $585M | · | $541M | $596M | $576M | · | $522M | |
| Retained Earnings | $-701M | $-715M | $-734M | $-746M | $-748M | $-729M | $-708M | $-699M | $-682M | $-664M | · | $-648M | $-592M | $-571M | · | $-511M | |
| AOCI | $288.0K | $3M | $7M | $7M | $7M | $-2M | $-6M | $3M | $-5M | $-4M | · | $-6M | $-3M | $-3M | · | $-17M | |
| Stockholders' Equity | $-97M | $-13M | $-5M | $-37M | $-67M | $-76M | $-42M | $-51M | $-78M | $-83M | $-89M | $-114M | $157.0K | $930.0K | $6M | $-5M | |
| Liabilities + Equity | $1.37B | $1.43B | $1.49B | $1.41B | $1.35B | $1.29B | $1.37B | $1.30B | $1.24B | $1.20B | · | $1.15B | $831M | $800M | · | $777M |
Przepływy pieniężne 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $3M | $3M | $2M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Stock-based Comp | $30M | $29M | $36M | $30M | $28M | $28M | $26M | $27M | $25M | $23M | $21M | $19M | $21M | $38M | $17M | $20M | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-cash | $32M | $-24M | · | $10M | $38M | $-17M | · | $5M | $-10M | $11M | · | $49M | $23M | $11M | · | $12M | |
| Operating Cash Flow | $78M | $26M | $51M | $46M | $50M | $-7M | $44M | $19M | $-14.0K | $25M | $24M | $15M | $26M | $6M | $-1M | $5M | |
| CapEx | $332.0K | $728.0K | $226.0K | $91.0K | $995.0K | $763.0K | $809.0K | $243.0K | $108.0K | $203.0K | $392.0K | $895.0K | $639.0K | $198.0K | $1M | $1M | |
| Investing Cash Flow | $-34M | $21M | $-11M | $-10M | $-4M | $-9M | $13M | $-50M | $-26M | $17M | $-175M | $-109M | $-23M | $-50M | $11M | $-3M | |
| Stock Repurchased | $123M | $50M | $12M | $10M | $10M | $40M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | $-123M | $-50M | · | $-10M | $-10M | $-40M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-124M | $-50M | $-17M | $-4M | $-9M | $-45M | $873.0K | $9M | $-1M | $-1M | $984.0K | $301M | $-590.0K | $-349.0K | $-1M | $3M | |
| Net Change in Cash | $-82M | $-5M | $23M | $32M | $42M | $-60M | $54M | $-20M | $-28M | $40M | $-148M | $206M | $3M | $-45M | $11M | $3M | |
| Taxes Paid | $4M | $2M | $-700.0K | $684.0K | $2M | $3M | $2M | $1M | $2M | $952.0K | $531.0K | $604.0K | $1M | $323.0K | $576.0K | $225.0K | |
| Free Cash Flow | $78M | $26M | · | $46M | $49M | $-8M | · | $19M | $-122.0K | $25M | · | $14M | $25M | $5M | · | $4M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | $-34M | $24M | $4M | · | $2M |
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 | 80.4% | 80.4% | · | 79.3% | 77.0% | 76.6% | · | 76.5% | 76.8% | 76.4% | · | 75.8% | 74.5% | 74.4% | · | 75.6% | |
| Operating Margin | 4.6% | 6.2% | · | -1.5% | -10.3% | -12.0% | · | -11.7% | -13.0% | -10.4% | · | -9.8% | -14.6% | -31.2% | · | -22.7% | |
| Net Margin | 5.3% | 7.7% | · | 1.2% | -9.0% | -10.4% | · | -9.2% | -9.9% | -6.7% | · | -35.6% | -13.5% | -30.7% | · | -22.4% | |
| Pretax Margin | 6.6% | 8.3% | · | 0.96% | -8.2% | -9.4% | · | -8.6% | -9.1% | -6.2% | · | -35.2% | -13.0% | -30.3% | · | -22.0% | |
| EBITDA Margin | 5.7% | 7.2% | · | -0.32% | -8.9% | -10.6% | · | -10.1% | -11.6% | -9.0% | · | -8.1% | -12.8% | -29.3% | · | -20.6% | |
| ROA | 0.99% | 1.4% | · | 0.21% | -1.5% | -1.7% | · | -1.4% | -1.7% | -1.2% | · | -5.8% | -2.6% | -5.9% | · | -3.9% | |
| ROE | -16.4% | -43.0% | · | -6.3% | 26.9% | 26.9% | · | 20.7% | 45.2% | 28.4% | · | 94.4% | -522.0% | -353.3% | · | -91.8% | |
| ROIC | -9.7% | -111.8% | · | 11.9% | 36.4% | 35.9% | · | 45.4% | 32.5% | 23.4% | · | 13.8% | -15040.0% | -5101.3% | · | 557.4% |
Płynność i wypłacalność 3
| 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 | 1.6 | · | 1.6 | 1.5 | 1.8 | · | 1.8 | 1.8 | 2.1 | · | 2.2 | 1.5 | 1.5 | · | 1.5 | |
| Quick Ratio | 0.6 | 0.7 | · | 0.7 | 0.6 | 0.7 | · | 0.7 | 0.8 | 0.8 | · | 1.2 | 0.7 | 0.7 | · | 0.8 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | -0.3 | -15.1 | -31.2 | · | -19.9 |
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 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 1.9 | 1.9 | · | 1.6 | 1.8 | 2.0 | · | 1.6 | 1.7 | 2.1 | · | 1.7 | 1.9 | 2.0 | · | 1.8 |
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 | $942M | $893M | · | $831M | $785M | $745M | · | $697M | $666M | $639M | · | $596M | $570M | $544M | · | $507M | |
| Net Income TTM | $16M | $-19M | · | $-55M | $-75M | $-68M | · | $-102M | $-106M | $-135M | · | $-153M | $-126M | $-123M | · | $-84M | |
| P/E | 179.7 | -170.4 | · | -86.9 | -50.3 | -62.2 | · | -42.1 | -37.2 | -33.9 | · | -35.6 | -43.1 | -44.1 | · | -48.9 | |
| Earnings Yield | 0.56% | -0.59% | · | -1.1% | -2.0% | -1.6% | · | -2.4% | -2.7% | -2.9% | · | -2.8% | -2.3% | -2.3% | · | -2.0% |
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 | $885M | $739M | $630M | $538M | $443M |
| Marża Brutto % | 78.5% | 76.7% | 75.5% | 75.8% | 76.6% |
| Marża Operacyjna % | -4.8% | -10.4% | -15.0% | -16.5% | -6.6% |
| Zysk netto | $-26M | $-55M | $-128M | $-91M | $-38M |
| Rozwodniony EPS | $-0.47 | $-0.99 | $-2.36 | $-1.72 | $-0.74 |
Bilans
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 1.6 | 1.8 | 2.1 | 1.5 | 1.0 |
| Wskaźnik Szybkości | 0.7 | 0.8 | 0.8 | 0.9 | 0.6 |
Przepływy pieniężne
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $138M | $86M | $69M | $8M | $46M |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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Właściciele instytucjonalni (13F) 334 emitenci · $2.0B 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 |
|---|---|---|---|---|
| 71 (+27 vs poprzedni kw.) | 65 (-6 vs poprzedni kw.) | 106 (-12 vs poprzedni kw.) | 81 (-21 vs poprzedni kw.) | +6.0M |
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 | $196 288 536 | 4 046 352 | 9,73% | Akcje |
| Jericho Capital Asset Management L.P. | $168 936 802 | 3 482 515 | 8,38% | Akcje |
| EMINENCE CAPITAL, LP | $150 260 981 | 2 519 889 | 7,45% | Akcje |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $125 064 019 | 2 578 108 | 6,20% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $110 944 941 | 2 287 053 | 5,50% | Akcje |
| STATE STREET CORP | $71 578 736 | 1 475 546 | 3,55% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $68 904 865 | 1 420 426 | 3,42% | Akcje |
| FMR LLC | $63 938 994 | 1 318 058 | 3,17% | Akcje |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $61 519 994 | 1 268 192 | 3,05% | Akcje |
| Squarepoint Ops LLC | $60 511 374 | 1 247 400 | 3,00% | Akcje |
| FIRST TRUST ADVISORS LP | $54 645 302 | 1 126 475 | 2,71% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $53 393 491 | 1 100 395 | 2,65% | Akcje |
| FULLER & THALER ASSET MANAGEMENT, INC. | $45 768 471 | 943 485 | 2,27% | Akcje |
| Topline Capital Management, LLC | $42 257 110 | 871 101 | 2,09% | Akcje |
| MAIRS & POWER INC | $40 238 608 | 829 491 | 1,99% | Akcje |
| Qube Research & Technologies Ltd | $33 944 048 | 699 733 | 1,68% | Akcje |
| GOLDMAN SACHS GROUP INC | $28 361 129 | 584 645 | 1,41% | Akcje |
| UBS Group AG | $26 903 452 | 554 596 | 1,33% | Akcje |
| Irenic Capital Management LP | $26 778 005 | 552 010 | 1,33% | Akcje |
| TimesSquare Capital Management, LLC | $26 616 745 | 446 365 | 1,32% | Akcje |
| BANK OF AMERICA CORP /DE/ | $25 186 489 | 519 202 | 1,25% | Akcje |
| Conestoga Capital Advisors, LLC | $22 675 126 | 467 432 | 1,12% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21 207 117 | 437 170 | 1,05% | Akcje |
| RIVERBRIDGE PARTNERS LLC | $21 164 128 | 436 284 | 1,05% | Akcje |
| BlackRock, Inc. | $19 097 950 | 393 691 | 0,95% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $18 133 814 | 373 816 | 0,90% | Akcje |
| LOOMIS SAYLES & CO L P | $17 822 380 | 367 396 | 0,88% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $15 543 623 | 320 421 | 0,77% | Akcje |
| MARSHALL WACE, LLP | $13 553 645 | 279 399 | 0,67% | Akcje |
| AXA Investment Managers S.A. | $13 178 676 | 153 098 | 0,65% | Akcje |
| Ranger Investment Management, L.P. | $12 949 502 | 266 945 | 0,64% | Akcje |
| Tetragon Partners GP Ltd | $12 127 500 | 250 000 | 0,60% | Akcje |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $10 055 153 | 207 280 | 0,50% | Akcje |
| JANUS HENDERSON GROUP PLC | $9 051 118 | 151 788 | 0,45% | Akcje |
| Nuveen Asset Management, LLC | $8 927 426 | 81 529 | 0,44% | Akcje |
| Impax Asset Management Group plc | $7 862 792 | 162 086 | 0,39% | Akcje |
| Connor, Clark & Lunn Investment Management Ltd. | $7 796 915 | 160 728 | 0,39% | Akcje |
| XTX Topco Ltd | $7 759 611 | 159 959 | 0,38% | Akcje |
| Private Wealth Asset Management, LLC | $7 664 580 | 158 000 | 0,38% | Akcje |
| CITADEL ADVISORS LLC | $7 423 873 | 153 038 | 0,37% | Akcje |
| CADIAN CAPITAL MANAGEMENT, LP | $6 995 142 | 144 200 | 0,35% | Akcje |
| CIBC Private Wealth Group LLC | $6 808 325 | 79 093 | 0,34% | Akcje |
| ROYCE & ASSOCIATES LP | $6 791 400 | 140 000 | 0,34% | Akcje |
| CANADA PENSION PLAN INVESTMENT BOARD | $6 408 171 | 132 100 | 0,32% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $6 283 985 | 129 540 | 0,31% | Akcje |
| BROWN CAPITAL MANAGEMENT LLC | $6 233 389 | 128 497 | 0,31% | Akcje |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $5 797 091 | 119 503 | 0,29% | Akcje |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $5 790 008 | 119 357 | 0,29% | Akcje |
| OP Asset Management Ltd | $5 432 683 | 111 991 | 0,27% | Akcje |
| Point72 Asset Management, L.P. | $5 099 711 | 105 127 | 0,25% | Akcje |
| Bank of New York Mellon Corp | $5 063 037 | 104 371 | 0,25% | Akcje |
| Swiss National Bank | $4 919 933 | 101 421 | 0,24% | Akcje |
| ALGERT GLOBAL LLC | $4 906 786 | 101 150 | 0,24% | Akcje |
| FIFTH THIRD BANCORP | $4 836 993 | 99 711 | 0,24% | Akcje |
| Assenagon Asset Management S.A. | $4 660 550 | 96 074 | 0,23% | Akcje |
| Praesidium Investment Management Company, LLC | $4 619 025 | 95 218 | 0,23% | Akcje |
| Madison Investment Advisors, LLC | $4 575 677 | 41 787 | 0,23% | Akcje |
| EFG Asset Management (North America) Corp. | $4 480 281 | 52 063 | 0,22% | Akcje |
| KING LUTHER CAPITAL MANAGEMENT CORP | $4 448 270 | 91 698 | 0,22% | Akcje |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $4 424 015 | 91 198 | 0,22% | Akcje |
| Madison Asset Management, LLC | $4 364 930 | 89 980 | 0,22% | Akcje |
| Jefferies Financial Group Inc. | $4 246 177 | 87 532 | 0,21% | Akcje |
| LGT Fund Management Co Ltd. | $4 162 158 | 85 800 | 0,21% | Akcje |
| NICHOLAS COMPANY, INC. | $4 065 575 | 83 809 | 0,20% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $3 849 474 | 64 556 | 0,19% | Akcje |
| Balyasny Asset Management L.P. | $3 831 368 | 78 981 | 0,19% | Akcje |
| BNP PARIBAS FINANCIAL MARKETS | $3 732 505 | 76 943 | 0,19% | Akcje |
| BARCLAYS PLC | $3 680 454 | 75 870 | 0,18% | Akcje |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3 671 181 | 61 566 | 0,18% | Akcje |
| STATE OF WISCONSIN INVESTMENT BOARD | $3 607 204 | 74 360 | 0,18% | Akcje |
| DARK FOREST CAPITAL MANAGEMENT LP | $3 417 093 | 70 441 | 0,17% | Akcje |
| RHUMBLINE ADVISERS | $3 243 658 | 66 866 | 0,16% | Akcje |
| Engineers Gate Manager LP | $3 211 459 | 66 202 | 0,16% | Akcje |
| AMERIPRISE FINANCIAL INC | $2 970 363 | 61 232 | 0,15% | Akcje |
| Kopp Family Office, LLC | $2 707 198 | 55 807 | 0,13% | Akcje |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $2 657 523 | 54 783 | 0,13% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $2 606 782 | 53 737 | 0,13% | Akcje |
| Abacus Planning Group, Inc. | $2 568 799 | 52 954 | 0,13% | Akcje |
| Quantinno Capital Management LP | $2 537 655 | 52 312 | 0,13% | Akcje |
| Verition Fund Management LLC | $2 507 967 | 51 700 | 0,12% | Akcje |
| VANGUARD ASSET MANAGEMENT, Ltd | $2 435 978 | 50 216 | 0,12% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $2 361 806 | 48 687 | 0,12% | Akcje |
| Siren, L.L.C. | $2 182 950 | 45 000 | 0,11% | Akcje |
| Aequim Alternative Investments LP | $2 173 976 | 44 815 | 0,11% | Akcje |
| Holocene Advisors, LP | $2 096 845 | 43 225 | 0,10% | Akcje |
| Y-Intercept (Hong Kong) Ltd | $2 047 073 | 42 199 | 0,10% | Akcje |
| Tejara Capital Ltd | $2 020 442 | 41 650 | 0,10% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $1 995 022 | 41 126 | 0,10% | Akcje |
| Graham Capital Management, L.P. | $1 830 428 | 37 733 | 0,09% | Akcje |
| Advantage Alpha Capital Partners LP | $1 814 480 | 21 079 | 0,09% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $1 800 885 | 37 124 | 0,09% | Akcje |
| IEQ CAPITAL, LLC | $1 789 098 | 36 881 | 0,09% | Akcje |
| Allianz Asset Management GmbH | $1 748 053 | 29 315 | 0,09% | Akcje |
| OneDigital Investment Advisors LLC | $1 746 069 | 35 994 | 0,09% | Akcje |
| Knights of Columbus Asset Advisors LLC | $1 734 038 | 35 746 | 0,09% | Akcje |
| HSBC HOLDINGS PLC | $1 696 283 | 34 703 | 0,08% | Akcje |
| PRUDENTIAL FINANCIAL INC | $1 683 297 | 34 700 | 0,08% | Akcje |
| Entropy Technologies, LP | $1 673 789 | 34 504 | 0,08% | Akcje |
| Alamar Capital Management, LLC | $1 541 890 | 31 785 | 0,08% | Akcje |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1 511 426 | 31 157 | 0,07% | Akcje |
Insiderzy spółki 17 insiderów · 6 dyrektorzy generalni · 8 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Matthew M Rizai | Chairman & CEO | 7 września 2017 C | 0 | 0 | 0 | $0 |
| Stuart J Miller | Executive VP, Treasurer & CFO | 6 lutego 2017 F | 168 717 | 0 | 0 | $0 |
| Jeff D Trom | Executive VP & CTO | 5 listopada 2020 C | 50 000 | 0 | 0 | $0 |
| Troy M. Calkins | Executive VP, Secretary & GC | 6 lutego 2017 F | 141 697 | 0 | 0 | $0 |
| Jill Klindt | VP & CAO | 1 lutego 2017 A | — | 0 | 0 | $0 |
| Michael S. Sellberg | Executive VP & CPO | 1 lutego 2017 A | 61 405 | 0 | 0 | $0 |
| Robert H Herz | Dyrektor | 4 czerwca 2026 S | 37 372 | 0 | 2 | $-126 535 |
| Astha Malik | Dyrektor | 1 czerwca 2026 A | 7 288 | 0 | 0 | $0 |
| Richard Scott Herren | Dyrektor | 1 czerwca 2026 A | 4 947 | 0 | 0 | $0 |
| Michael M Crow | Dyrektor | 1 czerwca 2026 A | 7 288 | 0 | 0 | $0 |
| Suku V. Radia | Dyrektor | 1 czerwca 2026 A | 15 643 | 0 | 0 | $0 |
| Mark S Peek | Dyrektor | 1 czerwca 2026 A | 6 070 | 0 | 0 | $0 |
| Martin J. Vanderploeg | Dyrektor | 1 czerwca 2026 A | 292 275 | 0 | 0 | $0 |
| David S Mulcahy | — | 10 grudnia 2025 S | 240 373 | 0 | 1 | $-106 323 |
| Eugene S Katz | — | 13 czerwca 2017 A | 131 136 | 0 | 0 | $0 |
| Joseph H. Howell | — | 6 lutego 2017 F | 22 048 | 0 | 0 | $0 |
| Jerome M Behar | — | 31 sierpnia 2016 S | 4 257 925 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 51 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 | 1,88% | 101 243 NS | 31 maja 2026 | N-PORT |
| ABLS · Abacus FCF ETF Trust | 1,08% | 247 NS | 30 kwietnia 2026 | N-PORT |
| JSML · Janus Detroit Street Trust | 0,66% | 38 899 NS | 30 kwietnia 2026 | N-PORT |
| SKYU · ProShares Trust | 0,65% | 468 NS | 31 maja 2026 | N-PORT |
| JSMD · Janus Detroit Street Trust | 0,64% | 118 072 NS | 30 kwietnia 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,44% | 12 997 NS | 30 kwietnia 2026 | N-PORT |
| RCGE · EA Series Trust | 0,42% | 7 333 NS | 30 kwietnia 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0,30% | 25 605 SH | 8 sierpnia 2026 | Dziennie |
| IWO · iShares Trust | 0,20% | 472 125 SH | 8 sierpnia 2026 | Dziennie |
| SMLF · iShares Trust | 0,16% | 111 840 SH | 8 sierpnia 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,15% | 55 809 SH | 8 sierpnia 2026 | Dziennie |
| BKSE · BNY Mellon ETF Trust | 0,12% | 1 878 NS | 30 kwietnia 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 13 546 NS | 30 kwietnia 2026 | N-PORT |
| IGV · iShares Trust | 0,11% | 256 439 SH | 8 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,10% | 48 796 SH | 8 sierpnia 2026 | Dziennie |
| ISCG · iShares Trust | 0,10% | 16 552 SH | 8 sierpnia 2026 | Dziennie |
| IWM · iShares Trust | 0,10% | 1 328 860 SH | 8 sierpnia 2026 | Dziennie |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,10% | 19 213 NS | 30 kwietnia 2026 | N-PORT |
| RSSL · Global X Funds | 0,08% | 21 996 NS | 30 kwietnia 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,08% | 299 517 SH | 8 sierpnia 2026 | Dziennie |
| VBK · VANGUARD INDEX FUNDS | 0,07% | 666 280 SH | 8 sierpnia 2026 | Dziennie |
| ITWO · ProShares Trust | 0,06% | 2 392 NS | 31 maja 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 21 013 NS | 30 kwietnia 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,05% | 251 280 NS | 31 maja 2026 | N-PORT |
| ISCB · iShares Trust | 0,05% | 2 361 SH | 8 sierpnia 2026 | Dziennie |
| FSCC · Federated Hermes ETF Trust | 0,05% | 2 819 NS | 31 maja 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0,05% | 150 475 NS | 30 kwietnia 2026 | N-PORT |
| VGT · VANGUARD WORLD FUND | 0,04% | 1 239 186 SH | 8 sierpnia 2026 | Dziennie |
| GSSC · Goldman Sachs ETF Trust | 0,04% | 7 920 NS | 31 maja 2026 | N-PORT |
| UWM · ProShares Trust | 0,04% | 1 870 NS | 31 maja 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,04% | 16 100 SH | 8 sierpnia 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,03% | 603 069 SH | 8 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,03% | 1 141 308 SH | 8 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,03% | 3 008 SH | 8 sierpnia 2026 | Dziennie |
| URTY · ProShares Trust | 0,03% | 1 892 NS | 31 maja 2026 | N-PORT |
| TECB · iShares Trust | 0,02% | 1 628 SH | 8 sierpnia 2026 | Dziennie |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,02% | 1 791 NS | 30 kwietnia 2026 | N-PORT |
| IGM · iShares Trust | 0,01% | 24 660 SH | 8 sierpnia 2026 | Dziennie |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 1 963 NS | 31 maja 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 542 SH | 8 sierpnia 2026 | Dziennie |
| HDG · ProShares Trust | 0,01% | 47 NS | 31 maja 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,01% | 2 296 NS | 30 kwietnia 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 1 694 NS | 30 kwietnia 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 68 046 SH | 8 sierpnia 2026 | Dziennie |
| IWV · iShares Trust | 0,00% | 13 280 SH | 8 sierpnia 2026 | Dziennie |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,00% | 197 NS | 31 maja 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 30 495 NS | 31 maja 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1 592 068 SH | 8 sierpnia 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 40 869 SH | 8 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 4 271 SH | 8 sierpnia 2026 | Dziennie |