APPF AppFolio, Inc. - Class A Common Stock
$211,09
Preço · Ago 19, 2026
Fundamentais a partir de Jul 23, 2026
Intervalo 52 Semanas
$143–$289
47% of range
Classificação do Analista
BUY
17 analysts
Preço-Alvo
$225
+7% upside
P/E (TTM)
60.0
ROE
28.2%
Margem de Lucro Líquido
14.8%
Sobre AppFolio, Inc. - Class A Common Stock Visão geral da empresa da Wikipedia
AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
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AppFolio, Inc. is an American company founded in 2006 that offers software-as-a-service (SaaS) applications and services to the real estate industry.
The company's headquarters is in Goleta, California, in the Santa Barbara area.
History
AppFolio was established in 2006 by co-founders Klaus Schauser and Jon Walker. Schauser had previously founded Expertcity.
The company's first focus was property management for small to medium businesses and its first product, AppFolio Property Manager, was launched in 2007.
In November 2012, AppFolio acquired MyCase, a "legal practice management software provider."
AppFolio purchased real estate software firm RentLinx in April 2015. This acquisition included rights to the website ShowMeTheRent.com, which increased AppFolio's listing presence.
In May 2015, AppFolio announced its Initial public offering, which was unveiled in June.
In September 2018, AppFolio reported acquisition of utility analytics software WegoWise.
In January 2019, AppFolio acquired Dynasty Marketplace, Inc., for $60 million.
In September 2020, AppFolio announced the sale of MyCase to private equity firm Apax Funds, for approximately $193 million.
Products
AppFolio Property Manager
AppFolio Property Manager is a cloud-based property management platform used to manage residential and commercial rental operations, including leasing, accounting, and resident communications. The platform was expanded in 2022 with the AppFolio Stack, a marketplace for other real-estate software that can be integrated with its products.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
APPF Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$211.09
Capitalização de Mercado
—
P/E (TTM)
60.0
EPS (TTM)
$3.88
Receita (TTM)
$951M
Rendimento div.
—
ROE
28.2%
Dívida/Capital
—
Intervalo 52 Semanas
$143 – $289
APPF Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
Configure
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Receita e Lucro Líquido
$951M
2016-12-31
→
2025-12-31
EPS
$3.88
2016-12-31
→
2025-12-31
Fluxo de caixa livre
$239M
2016-12-31
→
2025-12-31
Margens
14.8%
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Métrica
Tendência de 5 anos
APPF
Mediana de Pares
P/E (TTM)
60.0
41.7
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Métrica
Tendência de 5 anos
APPF
Mediana de Pares
Operating Margin (Margem Operacional)
16.1%
—
Net Profit Margin (Margem de Lucro Líquido)
14.8%
-0.93%
ROA
21.4%
0.93%
ROE
28.2%
-19.7%
ROIC
24.6%
—
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Métrica
Tendência de 5 anos
APPF
Mediana de Pares
Current Ratio (Índice de liquidez corrente)
3.3
2.1
Quick Ratio (Índice de Liquidez Seca)
1.3
—
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Métrica
Tendência de 5 anos
APPF
Mediana de Pares
Revenue YoY (Receita Ano a Ano)
19.7%
—
Revenue CAGR 3Y (CAGR Receita 3A)
26.3%
—
Revenue CAGR 5Y (CAGR Receita 5A)
25.1%
—
EPS YoY
-30.1%
—
Net Income YoY (Lucro Líquido Ano a Ano)
-30.9%
—
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Métrica
Tendência de 5 anos
APPF
Mediana de Pares
APPF Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
COMPRA
17 analistas
- Compra forte 4 23,5%
- Compra 12 70,6%
- Manter 1 5,9%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
9 analistas · 2026-08-13
Mediana
$226.00
Agora
$211.09
Mín
$185.00
Máx
$260.00
Alvo mediano
$226.00
+7,1%
Alvo médio
$225.11
+6,6%
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
0.01%
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $1.71 | $1.72 | -0.01% |
| 31 de Março de 2026 | $1.61 | $1.50 | 0.11% |
| 31 de Dezembro de 2025 | $1.39 | $1.28 | 0.11% |
| 30 de Setembro de 2025 | $1.31 | $1.48 | -0.17% |
| 30 de Junho de 2025 | $1.38 | $1.31 | 0.07% |
| 31 de Março de 2025 | $1.21 | $1.25 | -0.04% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| APPF | — | 60.0 | 19.7% | 14.8% | 28.2% | — |
| YOU | — | — | 16.9% | 12.1% | 58.1% | — |
| DBX | $6.75B | 14.9 | -1.1% | 20.2% | -32.8% | 80.1% |
| RIOT | $4.71B | -6.5 | 71.9% | -102.4% | -21.6% | — |
| CORZ | — | — | — | — | — | — |
| ACIW | $4.91B | 22.1 | 10.4% | 12.9% | 15.6% | — |
| RNG | — | 60.2 | 4.8% | — | — | — |
| ZETA | — | -145.4 | 29.7% | -2.4% | -4.3% | — |
| PEGA | $10.17B | 28.0 | 16.6% | 22.5% | 55.7% | 75.9% |
| KVYO | — | -295.2 | 31.6% | -2.6% | -2.8% | 74.7% |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $951M | $794M | $620M | $472M | $359M | $310M | $256M | $190M | $144M | $106M | $75M | $48M | |
| Cost of Revenue | · | · | · | · | $144M | $119M | $102M | $74M | $55M | $45M | $34M | $23M | |
| R&D Expense | $190M | $160M | $151M | $111M | $66M | $49M | $40M | $24M | $17M | $13M | $10M | $7M | |
| SG&A Expense | $96M | $86M | $93M | $101M | $57M | $47M | $34M | $25M | $21M | $18M | $14M | $6M | |
| Operating Expenses | $798M | $659M | $619M | $544M | $371M | $300M | $250M | $170M | $134M | $114M | $90M | $56M | |
| Operating Income | $153M | $136M | $963.0K | $-72M | $-12M | $10M | $6M | $20M | $9M | $-8M | $-15M | $-9M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $800.0K | · | |
| Other Non-op | $38.0K | $697.0K | $3.0K | $4M | $13M | $189M | $16.0K | $-56.0K | $-96.0K | $-37.0K | $5.0K | $-121.0K | |
| Pretax Income | $161M | $150M | $8M | $-67M | $2M | $197M | $5M | $20M | $10M | $-8M | $-16M | $-9M | |
| Income Tax | $20M | $-54M | $5M | $1M | $706.0K | $38M | $-31M | $420.0K | $58.0K | $67.0K | $75.0K | $0 | |
| Net Income | $141M | $204M | $3M | $-68M | $1M | $158M | $36M | $20M | $10M | $-8M | $-16M | $-9M | |
| EPS (Basic) | $3.91 | $5.63 | $0.08 | $-1.95 | $0.03 | $4.62 | $1.07 | $0.59 | $0.29 | $-0.25 | $-0.73 | · | |
| EPS (Diluted) | $3.88 | $5.55 | $0.07 | $-1.95 | $0.03 | $4.44 | $1.02 | $0.56 | $0.28 | $-0.25 | $-0.73 | · | |
| Shares (Basic) | 36,013,000 | 36,252,000 | 35,629,000 | 35,010,000 | 34,578,000 | 34,264,000 | 34,016,000 | 34,128,000 | 33,849,000 | 33,561,000 | 21,336,000 | · | |
| Shares (Diluted) | 36,327,000 | 36,782,000 | 36,417,000 | 35,010,000 | 35,701,000 | 35,713,000 | 35,567,000 | 35,562,000 | 35,151,000 | 33,561,000 | 21,336,000 | · | |
| EBITDA | $176M | $153M | $27M | $-39M | $19M | $37M | $29M | $34M | $22M | $2M | $-9M | · |
Balanço Patrimonial 28
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $107M | $43M | $50M | $71M | $58M | $140M | $16M | $74M | $16M | $11M | $12M | $5M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $30M | $15M | $10M | $0 | |
| Receivables | $37M | $24M | $21M | $17M | $13M | $10M | $8M | $6M | $3M | $3M | $2M | $1M | |
| Prepaid Expense | $65M | $33M | $40M | $25M | $24M | $21M | $16M | $12M | $5M | $4M | $3M | $1M | |
| Other Current Assets | $3M | $3M | · | · | · | · | · | · | · | · | · | · | |
| Current Assets | $353M | $335M | $272M | $201M | $159M | $199M | $62M | $108M | $54M | $32M | $28M | $8M | |
| PP&E (Net) | $23M | $24M | $28M | $26M | $30M | $26M | $15M | $7M | $7M | $7M | $6M | $3M | |
| PP&E (Gross) | $43M | $41M | $43M | $39M | $41M | $38M | $26M | $16M | $13M | $12M | $9M | $5M | |
| Accum. Depreciation | $20M | $16M | $15M | $13M | $11M | $11M | $12M | $9M | $7M | $5M | $3M | $2M | |
| Goodwill | $96M | $96M | $56M | $56M | $56M | $56M | $58M | $16M | $7M | $7M | $7M | $5M | |
| Intangibles | $39M | $49M | $2M | $5M | $12M | $16M | $21M | $6M | $2M | $3M | $5M | $4M | |
| Other Non-current Assets | $14M | $9M | $9M | $9M | $7M | $6M | $6M | $8M | $1M | $1M | $1M | $882.0K | |
| Total Assets | $689M | $627M | $409M | $381M | $408M | $389M | $260M | $176M | $110M | $93M | $90M | $25M | |
| Accounts Payable | $4M | $2M | $1M | $2M | $2M | $1M | $2M | $1M | $610.0K | $937.0K | $2M | $2M | |
| Accrued Liabilities | $21M | $15M | $22M | $16M | $13M | $14M | $11M | $8M | $4M | $4M | $3M | $2M | |
| Current Liabilities | $107M | $63M | $70M | $61M | $53M | $50M | $47M | $28M | $24M | $21M | $17M | $14M | |
| Capital Leases | $33M | $37M | $41M | $50M | $56M | $40M | $33M | · | · | · | · | · | |
| Deferred Tax | · | $0 | $697.0K | · | $2M | $14M | $0 | · | · | · | · | · | |
| Other Non-current Liabilities | $6M | $7M | $0 | $4M | $2M | · | $14.0K | $7M | $1M | $2M | $879.0K | $199.0K | |
| Total Liabilities | $146M | $107M | $112M | $116M | $111M | $104M | $128M | $84M | $25M | $23M | $18M | $14M | |
| Long-term Debt | · | · | · | · | · | · | $49M | $50M | $0 | · | · | $0 | |
| Total Debt | · | · | · | · | · | $0 | $49M | $50M | · | · | · | · | |
| Paid-in Capital | $284M | $255M | $237M | $210M | $172M | $161M | $162M | $158M | $153M | $147M | $142M | $2M | |
| Retained Earnings | $431M | $290M | $86M | $83M | $151M | $150M | $-8M | $-44M | $-67M | $-77M | $-69M | $-53M | |
| Treasury Stock | $172M | $26M | $26M | $26M | $26M | $26M | $22M | $22M | $0 | · | · | · | |
| AOCI | $30.0K | $173.0K | $99.0K | $-2M | $-194.0K | $56.0K | $33.0K | $-178.0K | $-209.0K | $-51.0K | $-153.0K | $0 | |
| Stockholders' Equity | $543M | $519M | $297M | $266M | $297M | $286M | $132M | $92M | $85M | $70M | $73M | $-51M | |
| Liabilities + Equity | $689M | $627M | $409M | $381M | $408M | $389M | $260M | $176M | $110M | $93M | $90M | $25M |
Fluxo de Caixa 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $20M | $29M | $31M | $29M | $27M | $22M | $15M | $13M | $10M | $6M | $4M | |
| Stock-based Comp | $71M | $60M | $52M | $43M | $17M | $10M | $8M | $6M | $6M | $4M | $1M | $892.0K | |
| Deferred Tax | $17M | $-87M | $-489.0K | $-597.0K | $340.0K | $29M | $-31M | $81.0K | $5.0K | $43.0K | · | · | |
| Amort. of Intangibles | $10M | $2M | $2M | $4M | $5M | $5M | $5M | $1M | $1M | $1M | $1M | $900.0K | |
| Restructuring | · | · | $10M | · | · | · | · | · | · | · | · | · | |
| Other Non-cash | $-10M | $-9M | $-23M | $18M | $-14M | $-175M | $4M | $-5M | $860.0K | $6M | $2M | · | |
| Operating Cash Flow | $242M | $188M | $60M | $25M | $35M | $48M | $39M | $36M | $29M | $12M | $-7M | $475.0K | |
| CapEx | $3M | $2M | $9M | $7M | $8M | $19M | $8M | $2M | $2M | $4M | $4M | $2M | |
| Investing Cash Flow | $10M | $-152M | $-56M | $-6M | $-110M | $147M | $-90M | $-5M | $-23M | $-13M | $-59M | $-6M | |
| Stock Repurchased | $146M | $0 | $0 | $0 | $0 | $4M | $0 | $22M | $0 | $0 | · | · | |
| Net Stock Activity | $-146M | · | · | $0 | $0 | $-4M | $0 | $-22M | · | · | · | · | |
| Financing Cash Flow | $-188M | $-43M | $-26M | $-6M | $-7M | $-70M | $-7M | $26M | $-1M | $201.0K | $73M | $144.0K | |
| Net Change in Cash | $64M | $-7M | $-21M | $13M | $-82M | $124M | $-58M | · | · | · | · | · | |
| Taxes Paid | $29M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $239M | $186M | $51M | $19M | $27M | $29M | $31M | $34M | $27M | $7M | $-11M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $-11M | · |
Lucratividade 7
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 16.1% | 17.1% | 0.16% | -15.3% | -3.3% | 3.2% | 2.5% | 10.3% | 6.5% | -8.0% | -20.0% | · | |
| Net Margin | 14.8% | 25.7% | 0.44% | -14.4% | 0.29% | 51.1% | 14.2% | 10.5% | 6.8% | -7.8% | -20.9% | · | |
| Pretax Margin | 16.9% | 18.9% | 1.3% | -14.1% | 0.48% | 63.5% | 1.9% | 10.7% | 6.8% | -7.8% | -20.8% | · | |
| EBITDA Margin | 18.5% | 19.3% | 4.4% | -8.3% | 5.3% | 11.8% | 11.3% | 18.0% | 15.3% | 1.4% | -11.9% | · | |
| ROA | 21.4% | 39.4% | 0.68% | -17.3% | 0.26% | 48.8% | 16.7% | 14.0% | 9.6% | -9.0% | -27.0% | · | |
| ROE | 28.2% | 43.8% | 0.97% | -25.4% | 0.35% | 55.5% | 28.2% | 20.0% | 12.6% | -11.6% | -147.6% | · | |
| ROIC | 24.6% | 35.5% | 0.11% | -27.8% | -2.4% | 2.8% | 26.9% | 13.6% | 10.9% | -12.2% | -20.7% | · |
Liquidez e Solvência 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.3 | 5.3 | 3.9 | 3.3 | 3.0 | 4.0 | 1.3 | 3.8 | 2.3 | 1.5 | 1.6 | · | |
| Quick Ratio | 1.3 | 1.1 | 1.0 | 1.4 | 1.3 | 3.0 | 0.5 | 2.8 | 2.1 | 1.3 | 1.4 | · | |
| Debt / Equity | · | · | · | · | · | 0.0 | 0.4 | 0.5 | · | · | · | · | |
| LT Debt / Equity | · | · | · | · | · | · | 0.4 | 0.5 | · | · | · | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | -18.8 | · |
Eficiência 2
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.4 | 1.5 | 1.6 | 1.2 | 0.9 | 1.0 | 1.2 | 1.3 | 1.4 | 1.2 | 1.3 | · | |
| Receivables Turnover | 31.1 | 35.3 | 33.3 | 32.4 | 31.7 | 35.2 | 39.2 | 42.7 | 48.8 | 46.3 | 46.3 | · |
Taxas de Crescimento 9
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 19.7% | 28.0% | 31.5% | 31.3% | 15.9% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 26.3% | 30.3% | 26.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 25.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -30.1% | 7828.6% | · | · | -99.3% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | · | 469.8% | -74.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -2.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -30.9% | 7452.5% | · | · | -99.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | · | 483.3% | -74.3% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -2.3% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 4
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $951M | $794M | $620M | $472M | $359M | $310M | $256M | $190M | $144M | $106M | $75M | · | |
| Net Income TTM | $141M | $204M | $3M | $-68M | $1M | $158M | $36M | $20M | $10M | $-8M | $-16M | · | |
| P/E | 60.0 | 44.5 | 2474.9 | -54.0 | 4035.3 | 40.5 | 107.8 | 105.8 | 148.2 | -95.4 | -20.0 | · | |
| Earnings Yield | 1.7% | 2.2% | 0.04% | -1.8% | 0.02% | 2.5% | 0.93% | 0.95% | 0.67% | -1.1% | -5.0% | · |
Demonstração de Resultados 14
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $281M | $262M | $248M | $249M | $236M | $218M | $204M | $206M | $197M | $187M | $172M | $165M | $147M | $136M | $124M | $125M | |
| R&D Expense | $51M | $50M | $46M | $54M | $47M | $44M | $42M | $41M | $40M | $38M | $35M | $42M | $37M | $38M | $31M | $29M | |
| SG&A Expense | $26M | $24M | $23M | $27M | $22M | $23M | $23M | $21M | $20M | $21M | $19M | $24M | $19M | $32M | $25M | $19M | |
| Operating Expenses | $228M | $211M | $205M | $214M | $195M | $184M | $181M | $163M | $161M | $153M | $144M | $166M | $148M | $163M | $144M | $133M | |
| Operating Income | $53M | $51M | $44M | $35M | $41M | $34M | $23M | $43M | $36M | $34M | $28M | $-67.0K | $-679.0K | $-27M | $-20M | $-8M | |
| Other Non-op | $-1.0K | $569.0K | $-3.0K | $-4.0K | $-11.0K | $56.0K | $697.0K | $0 | $0 | $0 | $286.0K | $-249.0K | $-54.0K | $20.0K | $213.0K | $4M | |
| Pretax Income | $54M | $53M | $46M | $37M | $42M | $37M | $27M | $47M | $40M | $37M | $31M | $1M | $745.0K | $-25M | $-19M | $-3M | |
| Income Tax | $13M | $11M | $6M | $3M | $6M | $5M | $-76M | $14M | $10M | $-2M | $661.0K | $-25M | $20M | $10M | $513.0K | $938.0K | |
| Net Income | $42M | $42M | $40M | $34M | $36M | $31M | $103M | $33M | $30M | $39M | $30M | $26M | $-19M | $-35M | $-20M | $-4M | |
| EPS (Basic) | $1.17 | $1.19 | $1.11 | $0.94 | $1.00 | $0.86 | $2.83 | $0.91 | $0.82 | $1.07 | $0.86 | $0.74 | $-0.53 | $-0.99 | $-0.56 | $-0.12 | |
| EPS (Diluted) | $1.17 | $1.18 | $1.10 | $0.93 | $0.99 | $0.86 | $2.79 | $0.90 | $0.81 | $1.05 | $0.87 | $0.72 | $-0.53 | $-0.99 | $-0.56 | $-0.12 | |
| Shares (Basic) | 35,391,000 | 35,699,000 | -72,100,000 | 35,889,000 | 35,922,000 | 36,302,000 | -72,382,000 | 36,306,000 | 36,241,000 | 36,087,000 | -71,070,000 | 35,691,000 | 35,565,000 | 35,443,000 | -69,796,000 | 35,043,000 | |
| Shares (Diluted) | 35,461,000 | 35,812,000 | -72,784,000 | 36,259,000 | 36,204,000 | 36,648,000 | -73,390,000 | 36,756,000 | 36,742,000 | 36,674,000 | -71,073,000 | 36,482,000 | 35,565,000 | 35,443,000 | -69,796,000 | 35,043,000 | |
| EBITDA | $53M | $56M | · | $35M | $41M | $40M | · | $43M | $36M | $39M | · | $-67.0K | $-679.0K | $-20M | · | $-8M |
Balanço Patrimonial 24
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $217M | $147M | $107M | $76M | $73M | $57M | $43M | $62M | $60M | $59M | $50M | $60M | $25M | $104M | $71M | $67M | |
| Receivables | $50M | $44M | $37M | $34M | $33M | $27M | $24M | $26M | $26M | $26M | · | $20M | $20M | $17M | · | $15M | |
| Prepaid Expense | $53M | $59M | $65M | $68M | $37M | $34M | $33M | $38M | $42M | $37M | · | $28M | $25M | $26M | · | $23M | |
| Other Current Assets | $2M | $1M | $3M | $3M | · | · | $3M | · | · | · | · | · | · | · | · | · | |
| Current Assets | $325M | $255M | $353M | $303M | $197M | $272M | $335M | $395M | $349M | $307M | · | $240M | $209M | $212M | · | $177M | |
| PP&E (Net) | $21M | $22M | $23M | $23M | $23M | $23M | $24M | $25M | $27M | $28M | · | $27M | $27M | $26M | · | $28M | |
| PP&E (Gross) | · | · | $43M | · | · | · | $41M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $20M | · | · | · | $16M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $96M | $96M | $96M | $96M | $96M | $96M | $96M | $56M | $56M | $56M | $56M | $56M | $56M | $56M | $56M | $56M | |
| Intangibles | $34M | $36M | $39M | $41M | $44M | $46M | $49M | · | · | · | · | $3M | $4M | $4M | · | $6M | |
| Other Non-current Assets | $15M | $15M | $14M | $12M | $11M | $13M | $9M | $13M | $12M | $11M | · | $9M | $8M | $9M | · | $9M | |
| Total Assets | $648M | $581M | $689M | $640M | $567M | $565M | $627M | $523M | $479M | $439M | · | $379M | $351M | $371M | · | $385M | |
| Accounts Payable | $5M | $4M | $4M | $4M | $3M | $5M | $2M | $509.0K | $1M | $2M | · | $1M | $2M | $740.0K | · | $2M | |
| Accrued Liabilities | $27M | $21M | $21M | $19M | $18M | $16M | $15M | $15M | $16M | $14M | · | $20M | $19M | $18M | · | $16M | |
| Current Liabilities | $85M | $72M | $107M | $100M | $68M | $59M | $63M | $64M | $63M | $56M | · | $74M | $75M | $80M | · | $58M | |
| Capital Leases | $31M | $32M | $33M | $35M | $35M | $36M | $37M | $38M | $39M | $40M | · | $41M | $40M | $45M | · | $53M | |
| Other Non-current Liabilities | $7M | $6M | $6M | $7M | $9M | $8M | $7M | $8M | $5M | $3M | · | $689.0K | $11M | $5M | · | $2M | |
| Total Liabilities | $122M | $110M | $146M | $142M | $112M | $103M | $107M | $110M | $108M | $100M | · | $116M | $125M | $130M | · | $113M | |
| Paid-in Capital | $309M | $295M | $284M | $280M | $271M | $262M | $255M | $251M | $243M | $240M | · | $233M | $223M | $219M | · | $197M | |
| Retained Earnings | $515M | $473M | $431M | $391M | $357M | $321M | $290M | $187M | $154M | $125M | · | $56M | $29M | $48M | · | $103M | |
| Treasury Stock | $298M | $298M | $172M | $172M | $172M | $122M | $26M | $26M | $26M | $26M | · | $26M | $26M | $26M | · | $26M | |
| AOCI | $-12.0K | $-12.0K | $30.0K | $-74.0K | $-71.0K | $-34.0K | $173.0K | $475.0K | $-184.0K | $-115.0K | · | $-9.0K | $-587.0K | $-921.0K | · | $-3M | |
| Stockholders' Equity | $526M | $470M | $543M | $499M | $456M | $462M | $519M | $413M | $371M | $339M | $297M | $263M | $226M | $241M | $266M | $272M | |
| Liabilities + Equity | $648M | $581M | $689M | $640M | $567M | $565M | $627M | $523M | $479M | $439M | · | $379M | $351M | $371M | · | $385M |
Fluxo de Caixa 13
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $5M | $5M | $5M | $5M | $6M | $6M | $5M | $5M | $5M | $5M | $9M | $7M | $6M | $7M | $8M | $7M | |
| Stock-based Comp | $20M | $18M | $15M | $21M | $18M | $16M | $16M | $15M | $14M | $13M | $10M | $16M | $11M | $15M | $13M | $11M | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | · | · | $700.0K | $600.0K | $600.0K | $600.0K | $900.0K | $1M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $0 | $10M | · | · | · | · | |
| Other Non-cash | · | $-31M | · | · | · | $-16M | · | · | · | $-14M | · | · | · | $15M | · | · | |
| Operating Cash Flow | $88M | $34M | $65M | $86M | $53M | $38M | $37M | $58M | $51M | $43M | $31M | $37M | $-9M | $2M | $6M | $16M | |
| CapEx | $-3.0K | $231.0K | $1M | $1M | $275.0K | $230.0K | $195.0K | $363.0K | $38.0K | $1M | $3M | $4M | $1M | $794.0K | $597.0K | $844.0K | |
| Investing Cash Flow | $-11M | $138M | $-22M | $-72M | $24M | $81M | $-44M | $-46M | $-38M | $-23M | $-33M | $4M | $-63M | $36M | $-1M | $9M | |
| Stock Repurchased | $0 | $125M | $0 | $0 | $50M | $96M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $-125M | · | · | · | $-96M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-6M | $-132M | $-12M | $-11M | $-60M | $-105M | $-12M | $-9M | $-12M | $-10M | $-8M | $-6M | $-7M | $-5M | $-1M | $-8.0K | |
| Net Change in Cash | $70M | $40M | $31M | $3M | $17M | $14M | $-20M | $3M | $425.0K | $10M | $-10M | $35M | $-79M | $33M | $4M | $25M | |
| Free Cash Flow | · | $34M | · | · | · | $38M | · | · | · | $42M | · | · | · | $779.0K | · | · |
Lucratividade 7
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 18.8% | 19.4% | · | 14.1% | 17.2% | 15.5% | · | 20.7% | 18.2% | 18.2% | · | -0.04% | -0.46% | -19.5% | · | -6.2% | |
| Net Margin | 14.8% | 16.2% | · | 13.5% | 15.3% | 14.4% | · | 16.0% | 15.0% | 20.6% | · | 16.0% | -12.8% | -25.8% | · | -3.3% | |
| Pretax Margin | 19.4% | 20.2% | · | 14.7% | 17.8% | 16.9% | · | 22.6% | 20.0% | 19.8% | · | 0.89% | 0.51% | -18.5% | · | -2.6% | |
| EBITDA Margin | 18.8% | 21.3% | · | 14.1% | 17.2% | 18.4% | · | 20.7% | 18.2% | 20.7% | · | -0.04% | -0.46% | -14.4% | · | -6.2% | |
| ROA | 6.8% | 7.4% | · | 5.8% | 6.9% | 6.2% | · | 7.3% | 7.1% | 9.6% | · | 6.9% | -5.2% | -9.1% | · | -1.1% | |
| ROE | 8.5% | 9.1% | · | 7.4% | 8.7% | 7.8% | · | 9.8% | 9.9% | 13.3% | · | 9.9% | -7.7% | -13.3% | · | -1.5% | |
| ROIC | 7.7% | 8.6% | · | 6.4% | 7.6% | 6.2% | · | 7.3% | 7.3% | 10.5% | · | -0.46% | 7.6% | -15.4% | · | -3.7% |
Liquidez e Solvência 2
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.8 | 3.5 | · | 3.0 | 2.9 | 4.6 | · | 6.2 | 5.5 | 5.5 | · | 3.2 | 2.8 | 2.7 | · | 3.1 | |
| Quick Ratio | 3.2 | 2.6 | · | 1.1 | 1.6 | 1.4 | · | 1.4 | 1.3 | 1.5 | · | 1.1 | 0.6 | 1.5 | · | 1.4 |
Eficiência 2
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.3 | |
| Receivables Turnover | 6.8 | 7.3 | · | 8.3 | 8.1 | 8.1 | · | 9.0 | 8.6 | 8.6 | · | 9.4 | 8.1 | 8.1 | · | 9.2 |
Avaliação (TTM) 4
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.03B | $965M | · | $908M | $856M | $808M | · | $756M | $697M | $636M | · | $574M | $526M | $484M | · | $444M | |
| Net Income TTM | $154M | $143M | · | $134M | $130M | $133M | · | $128M | $76M | $11M | · | $-32M | $-88M | $-84M | · | $-49M | |
| P/E | 37.6 | 39.9 | · | 74.9 | 64.7 | 60.7 | · | 67.6 | 119.3 | 987.0 | · | -198.5 | -68.9 | -52.3 | · | -75.3 | |
| Earnings Yield | 2.7% | 2.5% | · | 1.3% | 1.6% | 1.7% | · | 1.5% | 0.84% | 0.10% | · | -0.50% | -1.5% | -1.9% | · | -1.3% |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Receita | $951M | $794M | $620M | $472M | $359M |
| Margem Operacional % | 16.1% | 17.1% | 0.16% | -15.3% | -3.3% |
| Lucro líquido | $141M | $204M | $3M | $-68M | $1M |
| EPS Diluído | $3.88 | $5.55 | $0.07 | $-1.95 | $0.03 |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Índice de liquidez corrente | 3.3 | 5.3 | 3.9 | 3.3 | 3.0 |
| Índice de Liquidez Seca | 1.3 | 1.1 | 1.0 | 1.4 | 1.3 |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $239M | $186M | $51M | $19M | $27M |
Últimas notícias Notícias recentes mencionando esta empresa
Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa
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Investidores institucionais (13F) 426 declarantes · $2.4B total · Em 30 de Junho de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
Atividade institucional — Q2 2026 vs trimestre anterior
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 71 (+1 vs trimestre anterior) | 61 (-8 vs trimestre anterior) | 140 (-41 vs trimestre anterior) | 139 (+35 vs trimestre anterior) | +4.4M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $238.930.800 | 1.490.058 | 9,75% | Ações |
| Ashe Capital Management, LP | $168.033.170 | 1.047.915 | 6,86% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $166.994.583 | 1.041.438 | 6,82% | Ações |
| STATE STREET CORP | $122.849.106 | 766.131 | 5,02% | Ações |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $115.744.799 | 721.826 | 4,73% | Ações |
| LONDON CO OF VIRGINIA | $112.750.940 | 703.151 | 4,60% | Ações |
| Nellore Capital Management LLC | $105.007.603 | 654.865 | 4,29% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $67.186.992 | 418.883 | 2,74% | Ações |
| Lead Edge Capital Management, LLC | $64.084.840 | 399.656 | 2,62% | Ações |
| NEUBERGER BERMAN GROUP LLC | $62.731.486 | 391.216 | 2,56% | Ações |
| Keenan Capital, LLC | $53.646.215 | 334.557 | 2,19% | Ações |
| LONG WALK MANAGEMENT LP | $48.886.706 | 304.875 | 2,00% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $48.494.811 | 302.431 | 1,98% | Ações |
| Caledonia (Private) Investments Pty Ltd | $46.575.582 | 290.462 | 1,90% | Ações |
| Greenstone Partners & Co., LLC | $43.874.486 | 273.617 | 1,79% | Ações |
| GILDER GAGNON HOWE & CO LLC | $40.129.872 | 250.264 | 1,64% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37.537.935 | 234.100 | 1,53% | Ações |
| FMR LLC | $37.018.080 | 230.858 | 1,51% | Ações |
| Greenstone Partners, L.P. | $36.601.032 | 132.776 | 1,49% | Ações |
| VANGUARD GROUP INC | $33.261.273 | 142.967 | 1,36% | Ações |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $31.875.656 | 198.788 | 1,30% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $29.799.444 | 185.840 | 1,22% | Ações |
| JONES FINANCIAL COMPANIES LLLP | $27.536.140 | 176.922 | 1,12% | Ações |
| JENNISON ASSOCIATES LLC | $27.356.513 | 170.605 | 1,12% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $24.841.743 | 154.922 | 1,01% | Ações |
| Caisse de depot et placement du Quebec | $22.119.801 | 137.947 | 0,90% | Ações |
| FIRST TRUST ADVISORS LP | $20.630.631 | 128.660 | 0,84% | Ações |
| AMERIPRISE FINANCIAL INC | $19.477.578 | 121.466 | 0,80% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $19.217.466 | 119.847 | 0,78% | Ações |
| Sone Capital Management, LLC | $18.640.848 | 116.251 | 0,76% | Ações |
| Point72 Asset Management, L.P. | $16.221.327 | 101.162 | 0,66% | Ações |
| BROWN CAPITAL MANAGEMENT LLC | $15.962.682 | 99.549 | 0,65% | Ações |
| NORGES BANK | $15.325.612 | 95.576 | 0,63% | Ações |
| CROSSLINK CAPITAL INC | $14.967.069 | 93.340 | 0,61% | Ações |
| TenCore Partners, LP | $14.154.095 | 88.270 | 0,58% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $14.103.825 | 87.957 | 0,58% | Ações |
| Langdon Equity Partners | $13.629.750 | 85.000 | 0,56% | Ações |
| JPMORGAN CHASE & CO | $13.419.928 | 84.597 | 0,55% | Ações |
| HMI Capital Management, L.P. | $12.026.250 | 75.000 | 0,49% | Ações |
| Tensile Capital Management LP | $11.705.550 | 73.000 | 0,48% | Ações |
| MILLENNIUM MANAGEMENT LLC | $11.131.176 | 69.418 | 0,45% | Ações |
| Toroso Investments, LLC | $10.878.016 | 46.757 | 0,44% | Ações |
| RHUMBLINE ADVISERS | $10.129.260 | 63.170 | 0,41% | Ações |
| NEW YORK STATE COMMON RETIREMENT FUND | $9.995.417 | 62.335 | 0,41% | Ações |
| Ranger Investment Management, L.P. | $9.090.081 | 56.689 | 0,37% | Ações |
| Gotham Asset Management, LLC | $8.971.101 | 55.947 | 0,37% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $8.900.339 | 55.471 | 0,36% | Ações |
| EULAV Asset Management | $8.893.011 | 55.460 | 0,36% | Ações |
| Quantinno Capital Management LP | $8.501.436 | 53.018 | 0,35% | Ações |
| RIVERBRIDGE PARTNERS LLC | $8.151.692 | 50.837 | 0,33% | Ações |
| ROYCE & ASSOCIATES LP | $7.882.646 | 49.159 | 0,32% | Ações |
| Granite Investment Partners, LLC | $7.654.788 | 47.738 | 0,31% | Ações |
| BANK OF AMERICA CORP /DE/ | $7.600.910 | 47.402 | 0,31% | Ações |
| Swiss National Bank | $7.433.826 | 46.360 | 0,30% | Ações |
| JANE STREET GROUP, LLC | $6.494.175 | 40.500 | 0,27% | Opção de venda |
| TWO SIGMA ADVISERS, LP | $6.189.886 | 26.606 | 0,25% | Ações |
| BLAIR WILLIAM & CO/IL | $5.995.246 | 37.389 | 0,24% | Ações |
| LOOMIS SAYLES & CO L P | $5.685.370 | 35.456 | 0,23% | Ações |
| GOLDMAN SACHS GROUP INC | $5.499.684 | 34.298 | 0,22% | Ações |
| ROYAL BANK OF CANADA | $5.469.000 | 34.106 | 0,22% | Ações |
| Russell Investments Group, Ltd. | $5.004.202 | 31.208 | 0,20% | Ações |
| Squarepoint Ops LLC | $4.880.733 | 30.438 | 0,20% | Ações |
| BlackRock, Inc. | $4.672.278 | 29.138 | 0,19% | Ações |
| CITADEL ADVISORS LLC | $4.537.905 | 28.300 | 0,19% | Opção de venda |
| Balyasny Asset Management L.P. | $4.528.124 | 28.239 | 0,18% | Ações |
| Baker Avenue Asset Management, LP | $4.387.176 | 27.360 | 0,18% | Ações |
| Atika Capital Management LLC | $4.307.322 | 26.862 | 0,18% | Ações |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4.282.628 | 26.708 | 0,17% | Ações |
| JANE STREET GROUP, LLC | $4.249.275 | 26.500 | 0,17% | Opção de compra |
| ALLIANCEBERNSTEIN L.P. | $4.237.625 | 26.851 | 0,17% | Ações |
| XTX Topco Ltd | $4.205.981 | 26.230 | 0,17% | Ações |
| CITADEL ADVISORS LLC | $4.153.065 | 25.900 | 0,17% | Opção de compra |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.066.390 | 25.766 | 0,17% | Ações |
| Retirement Systems of Alabama | $3.985.339 | 24.854 | 0,16% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3.832.205 | 23.899 | 0,16% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.796.767 | 23.678 | 0,16% | Ações |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3.661.272 | 22.833 | 0,15% | Ações |
| Advisors Capital Management, LLC | $3.235.221 | 20.176 | 0,13% | Ações |
| EFG Asset Management (North America) Corp. | $3.228.406 | 11.702 | 0,13% | Ações |
| Assenagon Asset Management S.A. | $3.095.236 | 19.303 | 0,13% | Ações |
| Orion Porfolio Solutions, LLC | $3.076.588 | 19.187 | 0,13% | Ações |
| Davidson Kahn Capital Management, LLC | $3.035.426 | 18.930 | 0,12% | Ações |
| Orion Portfolio Solutions, LLC | $3.025.164 | 13.757 | 0,12% | Ações |
| VICTORY CAPITAL MANAGEMENT INC | $2.945.790 | 18.371 | 0,12% | Ações |
| Alamar Capital Management, LLC | $2.878.283 | 17.950 | 0,12% | Ações |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2.651.708 | 16.537 | 0,11% | Ações |
| CHANNEL WEALTH LLC | $2.643.530 | 16.486 | 0,11% | Ações |
| TWO SIGMA INVESTMENTS, LP | $2.561.110 | 15.972 | 0,10% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.453.355 | 15.300 | 0,10% | Opção de venda |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $2.426.772 | 10.431 | 0,10% | Ações |
| Legal & General Group Plc | $2.331.649 | 14.541 | 0,10% | Ações |
| WOLVERINE TRADING, LLC | $2.306.418 | 8.162 | 0,09% | Ações |
| JOHNSON INVESTMENT COUNSEL INC | $2.278.734 | 14.211 | 0,09% | Ações |
| Nicholas Investment Partners, LP | $2.256.285 | 14.071 | 0,09% | Ações |
| MISSION WEALTH MANAGEMENT, LP | $2.255.644 | 14.067 | 0,09% | Ações |
| Kerrisdale Advisers, LLC | $2.229.506 | 13.904 | 0,09% | Ações |
| Man Group plc | $2.207.218 | 13.765 | 0,09% | Ações |
| Aristides Capital LLC | $2.142.276 | 13.360 | 0,09% | Ações |
| Connor, Clark & Lunn Investment Management Ltd. | $2.138.588 | 13.337 | 0,09% | Ações |
| RAYMOND JAMES FINANCIAL INC | $2.128.326 | 13.273 | 0,09% | Ações |
Executivos da empresa 28 insiders · 2 diretores · 12 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Brian Donahoo | Chief Executive Officer | 25 de Junho de 2015 C | — | 0 | 0 | $0 |
| Klaus Schauser | Chief Strategist | 25 de Junho de 2015 C | — | 0 | 0 | $0 |
| Michael Miqi Yang | Conselheiro | 29 de Junho de 2026 A | 3.776 | 0 | 0 | $0 |
| Saori Casey | Conselheiro | 29 de Junho de 2026 A | 2.358 | 0 | 0 | $0 |
| Diya Jolly | Conselheiro | 29 de Junho de 2026 A | 2.217 | 0 | 0 | $0 |
| Olivia Nottebohm | Conselheiro | 29 de Junho de 2026 A | 4.019 | 0 | 0 | $0 |
| Agnes Bundy Scanlan | Conselheiro | 29 de Junho de 2026 A | 7.343 | 0 | 0 | $0 |
| Winifred Markus Webb | Conselheiro | 29 de Junho de 2026 A | 9.225 | 0 | 0 | $0 |
| APPFOLIO INC | Conselheiro | 29 de Junho de 2026 A | 2.217 | 0 | 0 | $0 |
| Timothy K Bliss | Conselheiro | 9 de Junho de 2025 P | 22.000 | 0 | 0 | $0 |
| William R Rauth III | Conselheiro | 1 de Dezembro de 2021 J | 6.698 | 0 | 0 | $0 |
| Andreas Von Blottnitz | Conselheiro | 25 de Junho de 2015 A | 8.333 | 0 | 0 | $0 |
| Maurice J Duca | Detentor de 10% | 17 de Agosto de 2026 S | 50.732 | 0 | 289 | $-37.717.667 |
| Investment Group of Santa Barbara, LLC | Detentor de 10% | 1 de Dezembro de 2021 J | — | 0 | 0 | $0 |
| IGSB IVP III, LLC | Detentor de 10% | 1 de Dezembro de 2021 J | — | 0 | 0 | $0 |
| IGSB Internal Venture Fund III, LLC | Detentor de 10% | 1 de Dezembro de 2021 J | — | 0 | 0 | $0 |
| Charles J Keenan IV | Detentor de 10% | 10 de Fevereiro de 2016 C | 58.343 | 0 | 0 | $0 |
| IGSB Internal Venture Fund II, LLC | Detentor de 10% | 18 de Dezembro de 2015 J | — | 0 | 0 | $0 |
| IGSB IVP II, LLC | Detentor de 10% | 18 de Dezembro de 2015 J | — | 0 | 0 | $0 |
| William Shane Trigg | — | 14 de Agosto de 2026 S | 70.772 | 0 | 1 | $-421.685 |
| Evan Pickering | — | 12 de Agosto de 2026 S | 5.167 | 0 | 8 | $-327.890 |
| Don Rigler | — | 10 de Agosto de 2026 F | 4.025 | 0 | 2 | $-53.314 |
| Elizabeth Erin Barat | — | 10 de Agosto de 2026 F | 20.301 | 0 | 0 | $0 |
| Timothy Mathias Eaton | — | 10 de Agosto de 2026 F | 17.087 | 0 | 5 | $-413.788 |
| Janet Kerr | — | 10 de Março de 2026 G | 10.352 | 0 | 0 | $0 |
| OBERNDORF WILLIAM E | — | 19 de Junho de 2017 S | 286.171 | 0 | 0 | $0 |
| James R Peters | — | 27 de Junho de 2016 A | 19.762 | 0 | 0 | $0 |
| Ida Kathleen Kane | — | 20 de Maio de 2016 A | — | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 7 participações
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| Maurice J Duca | 13 de Agosto de 2026 | 21,20% | Emenda | — | SEC |
| Maurice J. Duca ×3 declarações | 19 de Julho de 2024 | — | Declaração inicial | — | SEC |
| Timothy K. Bliss ×2 declarações | 15 de Dezembro de 2023 | — | Declaração inicial | — | SEC |
| IGSB IVP III, LLC, IGSB Internal Venture Fund III, LLC, Investment Group of Santa Barbara, LLC, Timothy K. Bliss, Maurice J. Duca, William R. Rauth III ×2 declarações | 23 de Dezembro de 2021 | — | Declaração inicial | — | SEC |
| Marc Stad, Dragoneer Investment Group, LLC, Dragoneer Global Fund II, L.P. ×18 declarações | 15 de Novembro de 2017 | — | Declaração inicial | — | SEC |
| William E. Oberndorf, Bill & Susan Oberndorf Foundation, Oberndorf Investments LLC, Peter C. Oberndorf, Peter Oberndorf Irrevocable Trust, dated 6/30/89, C aroline G. Oberndorf, William E. Oberndorf Irrevocable Trust, dated 6/30/89 ×2 declarações | 15 de Janeiro de 2016 | — | Declaração inicial | — | SEC |
| IGSB IVP II, LLC, IGSB Internal Venture Fund II, LLC, IGSB IVP III, LLC, IGSB Internal Venture Fund III, LLC, Investment Group of Santa Barbara, LLC, Timothy K. Bliss, Maurice J. Duca, William R. Rauth III ×3 declarações | 31 de Dezembro de 2015 | — | Declaração inicial | — | 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.
Participação em ETFs Detido por 88 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| GRPM · Invesco Exchange-Traded Fund Trust | 2,29% | 58.685 SH | 8 de Agosto de 2026 | Diário |
| PJFM · PGIM ETF Trust | 1,29% | 1.331 NS | 29 de Maio de 2026 | N-PORT |
| RSMC · Tidal Trust III | 1,14% | 51.657 NS | 30 de Abril de 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0,76% | 215.235 SH | 8 de Agosto de 2026 | Diário |
| BUL · Pacer Funds Trust | 0,75% | 5.727 NS | 30 de Abril de 2026 | N-PORT |
| MCOW · Pacer Funds Trust | 0,61% | 36 NS | 30 de Abril de 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0,60% | 10.797 SH | 8 de Agosto de 2026 | Diário |
| HOMZ · ETF Series Solutions | 0,50% | 1.057 NS | 31 de Maio de 2026 | N-PORT |
| NBSM · Neuberger Berman ETF Trust | 0,46% | 6.479 NS | 31 de Maio de 2026 | N-PORT |
| COWG · Pacer Funds Trust | 0,46% | 60.050 NS | 30 de Abril de 2026 | N-PORT |
| SMMV · iShares Trust | 0,44% | 6.637 SH | 8 de Agosto de 2026 | Diário |
| TMFX · RBB Fund, Inc. | 0,28% | 567 NS | 31 de Maio de 2026 | N-PORT |
| IJK · iShares Trust | 0,25% | 140.702 SH | 8 de Agosto de 2026 | Diário |
| SKYU · ProShares Trust | 0,24% | 54 NS | 31 de Maio de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,23% | 17.769 NS | 30 de Abril de 2026 | N-PORT |
| BFOR · ALPS ETF Trust | 0,21% | 2.853 NS | 31 de Maio de 2026 | N-PORT |
| VUSE · ETF Series Solutions | 0,21% | 8.959 NS | 31 de Maio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,20% | 8.873 NS | 30 de Abril de 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,20% | 23.710 SH | 8 de Agosto de 2026 | Diário |
| IGV · iShares Trust | 0,16% | 117.268 SH | 8 de Agosto de 2026 | Diário |
| VFMV · VANGUARD WELLINGTON FUND | 0,16% | 4.232 SH | 8 de Agosto de 2026 | Diário |
| QLV · FlexShares Trust | 0,15% | 1.547 NS | 30 de Abril de 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0,15% | 2.815 NS | 30 de Abril de 2026 | N-PORT |
| XJH · iShares Trust | 0,15% | 3.250 SH | 8 de Agosto de 2026 | Diário |
| ISCG · iShares Trust | 0,15% | 7.526 SH | 8 de Agosto de 2026 | Diário |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,14% | 3.090 SH | 8 de Agosto de 2026 | Diário |
| IJH · iShares Trust | 0,13% | 828.466 SH | 8 de Agosto de 2026 | Diário |
| IWP · iShares Trust | 0,13% | 131.711 SH | 8 de Agosto de 2026 | Diário |
| PTMC · Pacer Funds Trust | 0,12% | 2.792 NS | 30 de Abril de 2026 | N-PORT |
| SXQG · EXCHANGE TRADED CONCEPTS TRUST | 0,12% | 488 NS | 31 de Maio de 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,11% | 4.166 NS | 30 de Abril de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,11% | 38.771 SH | 8 de Agosto de 2026 | Diário |
| FSMD · FIDELITY COVINGTON TRUST | 0,10% | 14.732 NS | 30 de Abril de 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,10% | 303.324 SH | 8 de Agosto de 2026 | Diário |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 41.389 NS | 30 de Abril de 2026 | N-PORT |
| MVV · ProShares Trust | 0,08% | 841 NS | 31 de Maio de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,08% | 117.205 NS | 31 de Maio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,08% | 404 NS | 30 de Abril de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,08% | 3.343 SH | 8 de Agosto de 2026 | Diário |
| TMFE · RBB Fund, Inc. | 0,08% | 410 NS | 31 de Maio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,07% | 60.510 NS | 30 de Abril de 2026 | N-PORT |
| ISCB · iShares Trust | 0,07% | 1.061 SH | 8 de Agosto de 2026 | Diário |
| ESML · iShares Trust | 0,07% | 10.617 SH | 8 de Agosto de 2026 | Diário |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,07% | 8.783 NS | 30 de Abril de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,06% | 1.922 SH | 8 de Agosto de 2026 | Diário |
| FTEC · FIDELITY COVINGTON TRUST | 0,06% | 64.145 NS | 30 de Abril de 2026 | N-PORT |
| UMDD · ProShares Trust | 0,06% | 117 NS | 31 de Maio de 2026 | N-PORT |
| SMMD · iShares Trust | 0,06% | 11.384 SH | 8 de Agosto de 2026 | Diário |
| VGT · VANGUARD WORLD FUND | 0,05% | 546.712 SH | 8 de Agosto de 2026 | Diário |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,05% | 6.887 SH | 8 de Agosto de 2026 | Diário |